"""Tests for the companyfacts -> snapshot parser, on a realistic Apple-shaped fixture (the structure verified by live probe).""" from __future__ import annotations import os from datetime import date, datetime, timezone import pytest from app.services.sec_facts_parser import ( Fact, FilingMeta, _compose_cash, _compose_debt, _fiscal_context, _select_shares, parse_snapshots, ) UTC = timezone.utc def _dur(start, end, val, accn, fy=2026, fp="Q2"): return {"start": start, "end": end, "val": val, "fy": fy, "fp": fp, "accn": accn, "form": "10-Q"} def _inst(end, val, accn, fy=2026, fp="Q2"): return {"end": end, "val": val, "fy": fy, "fp": fp, "accn": accn, "form": "10-Q"} COMPANYFACTS = { "cik": 320193, "facts": { "us-gaap": { "RevenueFromContractWithCustomerExcludingAssessedTax": {"units": {"USD": [ _dur("2025-09-28", "2025-12-27", 143756, "A", fp="Q1"), # Q1 discrete == YTD _dur("2025-09-28", "2026-03-28", 254940, "B"), # Q2 YTD (181d) <- want this _dur("2025-12-28", "2026-03-28", 111184, "B"), # Q2 discrete (90d) ]}}, "NetIncomeLoss": {"units": {"USD": [_dur("2025-09-28", "2026-03-28", 40000, "B")]}}, # only a discrete-length fact for Q2 -> must be null, not the discrete "OperatingIncomeLoss": {"units": {"USD": [_dur("2025-12-28", "2026-03-28", 30000, "B")]}}, "EarningsPerShareDiluted": {"units": {"USD/shares": [_dur("2025-09-28", "2026-03-28", 2.55, "B")]}}, "CashAndCashEquivalentsAtCarryingValue": {"units": {"USD": [_inst("2026-03-28", 30000, "B")]}}, "MarketableSecuritiesCurrent": {"units": {"USD": [_inst("2026-03-28", 20000, "B")]}}, "LongTermDebtNoncurrent": {"units": {"USD": [_inst("2026-03-28", 80000, "B")]}}, "LongTermDebtCurrent": {"units": {"USD": [_inst("2026-03-28", 10000, "B")]}}, }, "dei": { "EntityCommonStockSharesOutstanding": {"units": {"shares": [ {"end": "2026-04-17", "val": 14687356000, "fy": 2026, "fp": "Q2", "accn": "B", "form": "10-Q"}, ]}}, }, }, } FILINGS = { "A": FilingMeta(date(2025, 12, 27), date(2026, 1, 30), datetime(2026, 1, 30, 11, 1, tzinfo=UTC), "10-Q"), "B": FilingMeta(date(2026, 3, 28), date(2026, 5, 1), datetime(2026, 5, 1, 10, 1, tzinfo=UTC), "10-Q"), } def _by_accn(rows): return {r.accession: r for r in rows} def test_parses_ytd_not_discrete_and_cover_date_shares(): res = parse_snapshots(COMPANYFACTS, FILINGS, {"A", "B"}) assert not res.skipped_filings and not res.field_issues b = _by_accn(res.rows)["B"] assert (b.cik, b.fiscal_year, b.fiscal_period) == ("0000320193", 2026, "Q2") assert b.period_end == date(2026, 3, 28) assert b.period_start == date(2025, 9, 28) # YTD start (fiscal-year start) assert b.revenue == 254940 # the 6-month YTD, NOT the 111184 discrete assert b.net_income == 40000 assert b.operating_income is None # only a discrete-length fact existed -> null assert b.diluted_eps == 2.55 # cash + first-present ST investment (MarketableSecuritiesCurrent), each once assert b.cash_and_st_investments == 50000 # long-term parts summed (no aggregate, no short-term) assert b.total_debt == 90000 assert b.shares_outstanding == 14687356000 assert b.shares_outstanding_date == date(2026, 4, 17) # cover date != period_end assert b.filed_date == date(2026, 5, 1) assert b.accepted_at == datetime(2026, 5, 1, 10, 1, tzinfo=UTC) def test_q1_discrete_is_the_ytd(): res = parse_snapshots(COMPANYFACTS, FILINGS, {"A"}) a = _by_accn(res.rows)["A"] assert a.fiscal_period == "Q1" assert a.revenue == 143756 # Q1 YTD == Q1 discrete assert a.period_start == date(2025, 9, 28) def test_skips_filing_without_usable_period(): cf = { "cik": 320193, "facts": {"us-gaap": {"NetIncomeLoss": {"units": {"USD": [ {"start": "2025-09-28", "end": "2026-03-28", "val": 1, "fy": 2026, "fp": "H1", "accn": "X", "form": "10-Q"}, ]}}}}, } filings = {"X": FilingMeta(date(2026, 3, 28), date(2026, 5, 1), datetime(2026, 5, 1, tzinfo=UTC), "10-Q")} res = parse_snapshots(cf, filings, {"X"}) assert res.rows == [] assert res.skipped_filings == [{"accession": "X", "reason": "no usable period identity"}] def test_missing_accession_is_skipped(): res = parse_snapshots(COMPANYFACTS, FILINGS, {"NOPE"}) assert res.rows == [] assert res.skipped_filings == [{"accession": "NOPE", "reason": "no facts or filing metadata"}] def test_debt_prefers_aggregate_over_parts(): rd = date(2026, 3, 28) facts = [ Fact("us-gaap", "LongTermDebt", "USD", None, rd, 95000, 2026, "Q2"), Fact("us-gaap", "LongTermDebtNoncurrent", "USD", None, rd, 80000, 2026, "Q2"), Fact("us-gaap", "LongTermDebtCurrent", "USD", None, rd, 10000, 2026, "Q2"), Fact("us-gaap", "CommercialPaper", "USD", None, rd, 5000, 2026, "Q2"), ] # aggregate (95000) used, parts ignored; + one short-term pick (5000) assert _compose_debt(facts, rd) == 100000 def test_cash_picks_one_st_investment_source(): rd = date(2026, 3, 28) facts = [ Fact("us-gaap", "CashAndCashEquivalentsAtCarryingValue", "USD", None, rd, 30000, 2026, "Q2"), Fact("us-gaap", "ShortTermInvestments", "USD", None, rd, 15000, 2026, "Q2"), Fact("us-gaap", "MarketableSecuritiesCurrent", "USD", None, rd, 20000, 2026, "Q2"), ] # ShortTermInvestments is first in priority -> 30000 + 15000 (not both ST tags) assert _compose_cash(facts, rd) == 45000 RD = date(2026, 3, 28) def _dei(end, val): return Fact("dei", "EntityCommonStockSharesOutstanding", "shares", None, end, val, 2026, "Q2") def _gaap_shares(end, val): return Fact("us-gaap", "CommonStockSharesOutstanding", "shares", None, end, val, 2026, "Q2") def test_shares_prefers_dei_cover_page(): facts = [_dei(date(2026, 4, 17), 100), _gaap_shares(RD, 999)] assert _select_shares(facts, RD) == (100.0, date(2026, 4, 17), False) def test_shares_falls_back_to_usgaap_at_report_date(): # Alphabet case: no dei fact; us-gaap current + a prior comparative. facts = [_gaap_shares(date(2025, 12, 31), 888), _gaap_shares(RD, 12116)] assert _select_shares(facts, RD) == (12116.0, RD, False) # comparative excluded def test_shares_conflict_returns_null_ambiguous(): facts = [_dei(RD, 100), _dei(RD, 200)] # two differing consolidated values assert _select_shares(facts, RD) == (None, None, True) def test_shares_never_uses_weighted_average(): facts = [Fact("us-gaap", "WeightedAverageNumberOfDilutedSharesOutstanding", "shares", None, RD, 5, 2026, "Q2")] assert _select_shares(facts, RD) == (None, None, False) # not a shares source def test_conflicting_fiscal_context_is_rejected(): facts = [ Fact("us-gaap", "Revenues", "USD", date(2025, 9, 28), RD, 1, 2026, "Q2"), Fact("us-gaap", "NetIncomeLoss", "USD", date(2025, 9, 28), RD, 2, 2025, "Q3"), ] # 1-1 tie between two contexts at reportDate assert _fiscal_context(facts, RD) == (None, None) # a clear majority wins facts.append(Fact("us-gaap", "OperatingIncomeLoss", "USD", date(2025, 9, 28), RD, 3, 2026, "Q2")) assert _fiscal_context(facts, RD) == (2026, "Q2") def test_conflicting_context_skips_row(): cf = {"cik": 1, "facts": {"us-gaap": { "Revenues": {"units": {"USD": [_dur("2025-09-28", "2026-03-28", 1, "B", fp="Q2")]}}, "NetIncomeLoss": {"units": {"USD": [_dur("2025-09-28", "2026-03-28", 2, "B", fy=2025, fp="Q3")]}}, }}} filings = {"B": FilingMeta(RD, date(2026, 5, 1), datetime(2026, 5, 1, tzinfo=UTC), "10-Q")} res = parse_snapshots(cf, filings, {"B"}) assert res.rows == [] assert res.skipped_filings == [{"accession": "B", "reason": "no usable period identity"}] def test_foreign_taxonomy_and_malformed_facts_ignored(): cf = {"cik": 1, "facts": { "us-gaap": { "Revenues": {"units": {"USD": [_dur("2025-09-28", "2026-03-28", 500, "B")]}}, "NetIncomeLoss": {"units": {"USD": [ {"start": "2025-09-28", "end": "2026-03-28", "val": None, "fy": 2026, "fp": "Q2", "accn": "B"}, ]}}, "OperatingIncomeLoss": {"units": {"USD": [ {"start": "2025-09-28", "end": "2026-03-28", "val": float("nan"), "fy": 2026, "fp": "Q2", "accn": "B"}, ]}}, }, "acme": {"RevenueFromContractWithCustomerExcludingAssessedTax": {"units": {"USD": [ _dur("2025-09-28", "2026-03-28", 99999, "B"), # custom taxonomy — must be ignored ]}}}, }} filings = {"B": FilingMeta(RD, date(2026, 5, 1), datetime(2026, 5, 1, tzinfo=UTC), "10-Q")} res = parse_snapshots(cf, filings, {"B"}) assert res.rows[0].revenue == 500 # us-gaap Revenues, not the acme concept assert res.rows[0].net_income is None # val None ignored assert res.rows[0].operating_income is None # NaN ignored def test_ambiguous_shares_produces_row_plus_note(): cf = {"cik": 1, "facts": { "us-gaap": {"Revenues": {"units": {"USD": [_dur("2025-09-28", "2026-03-28", 500, "B")]}}}, "dei": {"EntityCommonStockSharesOutstanding": {"units": {"shares": [ {"end": "2026-04-17", "val": 100, "fy": 2026, "fp": "Q2", "accn": "B"}, {"end": "2026-04-17", "val": 200, "fy": 2026, "fp": "Q2", "accn": "B"}, ]}}}, }} filings = {"B": FilingMeta(RD, date(2026, 5, 1), datetime(2026, 5, 1, tzinfo=UTC), "10-Q")} res = parse_snapshots(cf, filings, {"B"}) assert len(res.rows) == 1 and res.rows[0].shares_outstanding is None # row kept, shares null assert res.field_issues == [{"accession": "B", "reason": "ambiguous shares outstanding"}] assert res.skipped_filings == [] # a field issue is NOT a skipped filing # Opt-in live check against real Apple companyfacts. Skips unless SEC_LIVE=1 and a # real SEC_USER_AGENT are set (network + fair-access contact email). @pytest.mark.skipif( not (os.environ.get("SEC_LIVE") and os.environ.get("SEC_USER_AGENT")), reason="set SEC_LIVE=1 + SEC_USER_AGENT to run the live SEC parser check", ) async def test_live_apple_parse_invariants(): from app.services.sec_client import SecClient def _dt(s): return datetime.fromisoformat(s.replace("Z", "+00:00")) if s else None async with SecClient(user_agent=os.environ["SEC_USER_AGENT"]) as c: cf = await c.companyfacts(320193) sub = await c.submissions(320193, include_history=False) filings = { f["accession"]: FilingMeta( date.fromisoformat(f["report_date"]), date.fromisoformat(f["filing_date"]), _dt(f["acceptance_datetime"]), f["form"], ) for f in sub["filings"] if f["report_date"] and f["filing_date"] and f["acceptance_datetime"] } rows = parse_snapshots(cf, filings, set(filings)).rows assert len(rows) > 20 assert all(r.period_end and r.fiscal_year and r.fiscal_period for r in rows) # YTD revenue is non-decreasing within a fiscal year by_fy: dict[int, list] = {} for r in rows: if r.revenue is not None: by_fy.setdefault(r.fiscal_year, []).append((r.fiscal_period, r.revenue)) order = {"Q1": 1, "Q2": 2, "Q3": 3, "FY": 4} for fy, series in by_fy.items(): series.sort(key=lambda x: order[x[0]]) vals = [v for _, v in series] assert vals == sorted(vals), f"YTD revenue not monotonic in FY{fy}: {series}" # shares cover-date differs from period_end latest = max(rows, key=lambda r: r.period_end) assert latest.shares_outstanding_date != latest.period_end # -- revenue concept coverage (A5 parity findings) --------------------------- def _one_filing(concepts: dict, *, start: str, end: str, fp: str): """A single 10-Q whose facts are the given {concept: value} at one YTD span.""" facts = { name: {"units": {"USD": [_dur(start, end, val, "X", fp=fp)]}} for name, val in concepts.items() } companyfacts = {"cik": 19617, "facts": {"us-gaap": facts}} filings = { "X": FilingMeta( date.fromisoformat(end), date(2026, 5, 1), datetime(2026, 5, 1, 10, tzinfo=UTC), "10-Q" ) } return parse_snapshots(companyfacts, filings, {"X"}) def test_revenue_reads_banks_total_revenue_tag(): # JPM/GS/WFC tag RevenuesNetOfInterestExpense in every 10-Q and never (or # only annually) `Revenues` -- previously null, so revenue growth was too. res = _one_filing( {"RevenuesNetOfInterestExpense": 49836}, start="2026-01-01", end="2026-03-31", fp="Q1" ) assert res.rows[0].revenue == 49836 def test_revenue_reads_including_assessed_tax_variant(): # ARE/KHC tag only the Including variant. res = _one_filing( {"RevenueFromContractWithCustomerIncludingAssessedTax": 671}, start="2026-01-01", end="2026-03-31", fp="Q1", ) assert res.rows[0].revenue == 671 def test_revenue_concept_priority_is_unchanged_by_the_added_tags(): # The new entries are appended, so any issuer that already resolved keeps # the same concept -- only issuers that resolved to nothing gain a value. res = _one_filing( { "RevenueFromContractWithCustomerExcludingAssessedTax": 100, "RevenueFromContractWithCustomerIncludingAssessedTax": 110, "RevenuesNetOfInterestExpense": 120, "Revenues": 130, }, start="2026-01-01", end="2026-03-31", fp="Q1", ) assert res.rows[0].revenue == 100 def test_four_four_five_q3_ytd_span_is_accepted(): # A 12/12/12/16-week filer's YTD-Q3 is 36 weeks = 251 days (COST 2026 Q3), # which missed the old 20-day tolerance around 273 by ~2 and dropped Q3 # every year -- breaking the quarter chain and nulling TTM and YoY. res = _one_filing( {"RevenueFromContractWithCustomerExcludingAssessedTax": 207431}, start="2025-09-01", end="2026-05-10", fp="Q3", ) assert (date(2026, 5, 10) - date(2025, 9, 1)).days == 251 assert res.rows[0].revenue == 207431 def test_eps_falls_back_to_continuing_operations_variant(): # REG tags only this variant on every filing; FCX tags it in its 10-K while # using EarningsPerShareDiluted in its 10-Qs. companyfacts = { "cik": 910606, "facts": {"us-gaap": {"IncomeLossFromContinuingOperationsPerDilutedShare": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 1.81, "X", fp="Q1")]} }}}, } filings = {"X": FilingMeta(date(2026, 3, 31), date(2026, 5, 1), datetime(2026, 5, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}) assert res.rows[0].diluted_eps == 1.81 def test_eps_concept_priority_is_unchanged_by_the_added_tag(): companyfacts = { "cik": 831259, "facts": {"us-gaap": { "EarningsPerShareDiluted": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 0.61, "X", fp="Q1")]}}, "IncomeLossFromContinuingOperationsPerDilutedShare": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 0.75, "X", fp="Q1")]}}, }}, } filings = {"X": FilingMeta(date(2026, 3, 31), date(2026, 5, 1), datetime(2026, 5, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}) assert res.rows[0].diluted_eps == 0.61 # -- period identity from the fiscal calendar, not SEC's fy/fp --------------- from app.services.sec_facts_parser import _period_identity # noqa: E402 def _meta(end: str, form: str = "10-Q") -> FilingMeta: d = date.fromisoformat(end) return FilingMeta(d, d, datetime(d.year, d.month, d.day, tzinfo=UTC), form) def test_a_10q_is_never_labelled_fy(): # BXP: a 10-Q for period end 2026-03-31 carried fy/fp saying "2026 FY", which # collided with the real annual row and measured a 90-day fact against the # 365-day FY expectation. fy, fp = _period_identity(_meta("2026-03-31"), "1231") assert (fy, fp) == (2026, "Q1") def test_december_filer_years_do_not_collide(): # FRT: two 10-Ks, ending 2024-12-31 and 2025-12-31, both labelled "2024 FY". assert _period_identity(_meta("2024-12-31", "10-K"), "1231") == (2024, "FY") assert _period_identity(_meta("2025-12-31", "10-K"), "1231") == (2025, "FY") def test_january_year_end_groups_its_quarters(): # CRM/CRWD/WDAY: the year ending 2026-01-31 and its own quarters must share a # fiscal year, and must not collide with the year ending 2025-01-31. assert _period_identity(_meta("2026-01-31", "10-K"), "0131") == (2026, "FY") assert _period_identity(_meta("2025-01-31", "10-K"), "0131") == (2025, "FY") assert _period_identity(_meta("2025-04-30"), "0131") == (2026, "Q1") assert _period_identity(_meta("2025-07-31"), "0131") == (2026, "Q2") assert _period_identity(_meta("2025-10-31"), "0131") == (2026, "Q3") def test_mid_year_end_orders_correctly(): # STX: the year ending 2025-06-27 was labelled "2027 FY" and sorted after # quarters that precede it. assert _period_identity(_meta("2025-06-27", "10-K"), "0627") == (2025, "FY") assert _period_identity(_meta("2025-10-03"), "0627") == (2026, "Q1") assert _period_identity(_meta("2026-01-02"), "0627") == (2026, "Q2") assert _period_identity(_meta("2026-04-03"), "0627") == (2026, "Q3") def test_four_four_five_quarters_place_correctly(): # COST: a 12/12/12/16-week year leaves Q3 112 days from the year end, not 91. assert _period_identity(_meta("2025-11-23"), "0830") == (2026, "Q1") assert _period_identity(_meta("2026-02-15"), "0830") == (2026, "Q2") assert _period_identity(_meta("2026-05-10"), "0830") == (2026, "Q3") assert _period_identity(_meta("2026-08-30", "10-K"), "0830") == (2026, "FY") def test_year_end_crossing_january_still_groups_one_year(): # DPZ (fiscalYearEnd 0102): the label shifts by one against Domino's own # naming, which is fine -- a year and its quarters must simply agree. year, _ = _period_identity(_meta("2025-12-28", "10-K"), "0102") assert (year, "FY") == _period_identity(_meta("2025-12-28", "10-K"), "0102") assert _period_identity(_meta("2025-03-23"), "0102") == (year, "Q1") assert _period_identity(_meta("2025-06-15"), "0102") == (year, "Q2") assert _period_identity(_meta("2025-09-07"), "0102") == (year, "Q3") def test_missing_fiscal_calendar_falls_back_to_filing_context(): assert _period_identity(_meta("2026-03-31"), None) == (None, None) # ...and parse_snapshots then uses the fy/fp path, preserving old behaviour. res = parse_snapshots(COMPANYFACTS, FILINGS, {"B"}) assert (res.rows[0].fiscal_year, res.rows[0].fiscal_period) == (2026, "Q2") def test_eps_falls_back_to_basic_only_when_no_diluted_variant_exists(): # PPL's 2026 Q1 tags no diluted EPS at all, only basic -- one missing period # broke the quarter chain and nulled TTM. companyfacts = { "cik": 922224, "facts": {"us-gaap": {"EarningsPerShareBasic": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 0.60, "X", fp="Q1")]} }}}, } filings = {"X": FilingMeta(date(2026, 3, 31), date(2026, 5, 1), datetime(2026, 5, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}, fiscal_year_end="1231") assert res.rows[0].diluted_eps == 0.60 def test_diluted_still_wins_over_basic_when_both_present(): companyfacts = { "cik": 320193, "facts": {"us-gaap": { "EarningsPerShareDiluted": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 1.36, "X", fp="Q1")]}}, "EarningsPerShareBasic": { "units": {"USD/shares": [_dur("2026-01-01", "2026-03-31", 1.40, "X", fp="Q1")]}}, }}, } filings = {"X": FilingMeta(date(2026, 3, 31), date(2026, 5, 1), datetime(2026, 5, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}, fiscal_year_end="1231") assert res.rows[0].diluted_eps == 1.36 def test_weighted_average_shares_prefers_the_shortest_span(): # A 10-Q carries both the quarter's average and the YTD one. The shorter # window sits closer to the current count, which is what market cap wants. companyfacts = { "cik": 1326801, "facts": {"us-gaap": {"WeightedAverageNumberOfDilutedSharesOutstanding": { "units": {"shares": [ _dur("2026-01-01", "2026-09-30", 2_600_000_000, "X", fp="Q3"), # YTD _dur("2026-07-01", "2026-09-30", 2_564_000_000, "X", fp="Q3"), # quarter ]} }}}, } filings = {"X": FilingMeta(date(2026, 9, 30), date(2026, 11, 1), datetime(2026, 11, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}, fiscal_year_end="1231") assert res.rows[0].weighted_avg_diluted_shares == 2_564_000_000 def test_weighted_average_shares_falls_back_to_the_basic_and_diluted_concept(): companyfacts = { "cik": 1326801, "facts": {"us-gaap": {"WeightedAverageNumberOfSharesOutstandingBasicAndDiluted": { "units": {"shares": [_dur("2026-07-01", "2026-09-30", 500_000, "X", fp="Q3")]} }}}, } filings = {"X": FilingMeta(date(2026, 9, 30), date(2026, 11, 1), datetime(2026, 11, 1, 10, tzinfo=UTC), "10-Q")} res = parse_snapshots(companyfacts, filings, {"X"}, fiscal_year_end="1231") assert res.rows[0].weighted_avg_diluted_shares == 500_000 # -- fiscal year end resolution (submissions.fiscalYearEnd is unreliable) ----- from app.services.sec_facts_parser import resolve_fiscal_year_end # noqa: E402 def test_the_issuers_own_10k_overrides_a_wrong_declared_year_end(): # Franklin Resources declares 1231 while every 10-K ends 09-30. Trusting the # declaration labelled its fiscal Q2 (Mar) as Q1, colliding with the real # fiscal Q1 (Dec) and destroying the quarter chain. filings = { "K": _meta("2025-09-30", "10-K"), "Q": _meta("2025-12-31"), } assert resolve_fiscal_year_end(filings, "1231") == "0930" def test_declared_year_end_is_used_when_no_annual_filing_is_present(): assert resolve_fiscal_year_end({"Q": _meta("2026-03-31")}, "1231") == "1231" assert resolve_fiscal_year_end({}, None) is None def test_a_wrong_declared_year_end_no_longer_collides_two_periods(): """End to end: BEN's Dec and Mar quarters must land on distinct keys.""" def _q(accn, start, end, val): return _dur(start, end, val, accn, fp="Q1") companyfacts = { "cik": 38777, "facts": {"us-gaap": {"Revenues": {"units": {"USD": [ _q("Q1", "2025-10-01", "2025-12-31", 2327), # fiscal Q1 _q("Q2", "2025-10-01", "2026-03-31", 4622), # fiscal Q2 YTD ]}}}}, } filings = { "K": _meta("2025-09-30", "10-K"), "Q1": _meta("2025-12-31"), "Q2": _meta("2026-03-31"), } res = parse_snapshots(companyfacts, filings, {"Q1", "Q2"}, fiscal_year_end="1231") keys = {(r.fiscal_year, r.fiscal_period) for r in res.rows} assert len(keys) == 2, f"periods collided on one key: {keys}" assert keys == {(2026, "Q1"), (2026, "Q2")}