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

tests/unit/test_data_import_framework.py

@@ -29,6 +29,7 @@ from app.models.data_import_run import DataImportRun
 from app.models.fundamental_snapshot import FundamentalSnapshot
 from app.models.system_event import SystemEvent
 from app.services.data_import import (
+    STATUS_DEFERRED,
     STATUS_FAILED,
     STATUS_NO_OP,
     STATUS_PROMOTED,
@@ -67,9 +68,10 @@ class FakeImporter:
 
     source = "sec_facts"
 
-    def __init__(self, revision, *, ok=True, n_rows=3, raise_in="none"):
+    def __init__(self, revision, *, ok=True, retryable=False, n_rows=3, raise_in="none"):
         self.revision = revision
         self.ok = ok
+        self.retryable = retryable
         self.n_rows = n_rows
         self.raise_in = raise_in
         self.staged_called = False
@@ -94,6 +96,7 @@ class FakeImporter:
             summary={"staged_rows": len(staged)},
             source_max_date=date(2026, 7, 21),
             messages=[] if self.ok else ["coverage below threshold"],
+            retryable=self.retryable,
         )
 
     async def promote(self, db, staged, run_id):
@@ -200,6 +203,20 @@ async def test_failed_validation_leaves_data_untouched(engine):
     assert await _count(factory, SystemEvent) == 1  # alerted
 
 
+async def test_retryable_validation_defers_without_alerting(engine):
+    factory = _factory(engine)
+    await run_import(FakeImporter("rev1", n_rows=3), engine=engine)
+
+    run = await run_import(
+        FakeImporter("rev2", ok=False, retryable=True, n_rows=5), engine=engine
+    )
+
+    assert run is not None and run.status == STATUS_DEFERRED
+    assert "coverage" in (run.error_details or "")
+    assert await _count(factory, FundamentalSnapshot) == 3  # untouched
+    assert await _count(factory, SystemEvent) == 0  # expected retry does not alert
+
+
 async def test_exception_in_promote_rolls_back(engine):
     factory = _factory(engine)
     await run_import(FakeImporter("rev1", n_rows=3), engine=engine)  # baseline