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signal-platform/tests
dennisthiessenandClaude Opus 5 a7aefa6fe7
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Recover SEC facts misfiled under a co-registrant CIK
The fundamentals import had been failing for three days on two tracked
filings the index listed but Company Facts appeared not to have. They were
not lagging: SEC filed the XBRL of NEE's and DOW's 2026-07-24 combined
parent/subsidiary 10-Qs under the co-registrant's CIK (Florida Power &
Light, Dow Chemical), so the ticker-carrying filer's own facts file never
receives that accession. This does not self-correct - an NEE filing
misattributed the same way in 2014 is still misfiled.

Because source_max_date advances only on a promoted run, the failure was
self-perpetuating: every later run re-walked the same index day and re-hit
the same two filings.

- Recover from the co-registrant file. The daily index lists every
  co-registrant of an accession, which is the only pointer to where the
  facts actually landed. Rows are re-stamped to the real filer, since
  parse_snapshots stamps the CIK of the payload it read.
- Guard the recovery with a share-count continuity check against the
  issuer's own history, so a subsidiary's standalone facts can never be
  stored as the parent's. No history, no recovery.
- Bound the blocking: a filing still unresolvable after
  MISSING_XBRL_RETRY_DAYS promotes with a named unresolved_filing warning
  instead of wedging every later import.
- Name the offending filings in the alert and record them in
  validation_json, separating not_in_companyfacts from not_in_submissions.
  The gate previously reported a count and discarded the accessions.

Verified against live SEC data: both filings recover with the correct CIK
and the guard rejects a mismatched reference.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 11:52:59 +02:00
..
2026-02-20 17:31:01 +01:00