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

tests/unit/test_sec_fundamentals_importer.py

@@ -17,7 +17,12 @@ import app.models  # noqa: F401
 from app.models.fundamental_snapshot import FundamentalSnapshot
 from app.models.system_event import SystemEvent
 from app.models.ticker import Ticker
-from app.services.data_import import STATUS_FAILED, STATUS_PROMOTED, run_import
+from app.services.data_import import (
+    STATUS_DEFERRED,
+    STATUS_FAILED,
+    STATUS_PROMOTED,
+    run_import,
+)
 from app.services.sec_fundamentals_importer import SecFundamentalsImporter
 
 
@@ -191,7 +196,7 @@ async def test_incremental_adds_only_new_filing(engine):
     assert q2.fiscal_period == "Q2" and q2.revenue == 254940
 
 
-async def test_consistency_gate_fails_when_facts_lag_index(engine):
+async def test_consistency_gate_defers_without_alert_when_facts_lag_index(engine):
     factory = _factory(engine)
     await _seed(factory, ["AAPL"])
     backfill = FakeSecClient(
@@ -213,9 +218,9 @@ async def test_consistency_gate_fails_when_facts_lag_index(engine):
     )
     run = await run_import(_importer(incr, today=date(2026, 5, 3)), engine=engine)
 
-    assert run.status == STATUS_FAILED
-    # The gate blocks every later run until it clears, so the alert itself has to
-    # name the filing and say why it could not be resolved.
+    assert run.status == STATUS_DEFERRED
+    # The gate blocks every later run until it clears, so run history still has
+    # to name the filing and say why it could not be resolved.
     details = run.error_details or ""
     assert "GHOST" in details and "not_in_companyfacts" in details
     assert "2026-05-01" in details  # index date the filing was seen on
@@ -224,6 +229,7 @@ async def test_consistency_gate_fails_when_facts_lag_index(engine):
     assert summary["missing_xbrl"][0]["accession"] == "GHOST"
     assert summary["missing_xbrl"][0]["form"] == "10-Q"
     assert await _count(factory, FundamentalSnapshot) == 2  # nothing new written
+    assert await _count(factory, SystemEvent) == 0  # expected SEC lag does not alert
 
 
 async def test_gate_separates_missing_submissions_from_missing_facts(engine):