fix(sec): defer expected Company Facts lag without alerting

app/services/sec_fundamentals_importer.py

@@ -413,6 +413,14 @@ class SecFundamentalsImporter:
             summary=summary,
             source_max_date=self._latest_index_date,
             messages=messages,
+            # Pure Company-Facts publication lag is expected and self-healing:
+            # keep the cursor in place and retry, but do not page operators. Any
+            # other missing reason or validation message remains a real failure.
+            retryable=(
+                len(messages) == 1
+                and bool(blocking)
+                and all(m.get("reason") == "not_in_companyfacts" for m in blocking)
+            ),
         )
 
     async def promote(self, db, staged: StagedFundamentals, run_id: int) -> dict[str, int]: