from __future__ import annotations import sys from datetime import UTC, date, datetime from pathlib import Path import polars as pl import pytest ROOT = Path(__file__).resolve().parents[1] if str(ROOT) not in sys.path: sys.path.insert(0, str(ROOT)) def statement(cik, sic, day, *, source="xbrl", ref="acc-1", dated=True): return { "cik": cik, "sic": sic, "stated_on": day, "knowledge_time": datetime.combine(day, datetime.min.time(), tzinfo=UTC), "source": source, "source_ref": ref, "is_dated": dated, "inserted_at": datetime.now(UTC), } @pytest.fixture def observations() -> pl.DataFrame: """A de-SPAC, a steady company, and a filer EDGAR only knows about today. Filer 1 is the case the point-in-time columns exist for: it filed as a blank check, merged with a car maker and was reclassified. A dataset that stated only today's code would put an automotive sector on its 2020 filings, when it was an empty shell. """ rows = [ statement("0000000001", "6770", date(2020, 3, 2), ref="a1"), statement("0000000001", "6770", date(2020, 8, 2), ref="a2"), statement("0000000001", "3711", date(2021, 5, 2), ref="a3"), statement("0000000001", "3711", date(2024, 5, 2), ref="a4"), statement("0000000002", "2834", date(2012, 1, 5), ref="b1"), statement("0000000002", "2834", date(2023, 1, 5), ref="b2"), statement("0000000003", "6022", date(2026, 10, 1), source="submissions", ref="CIK0000000003.json", dated=False), ] return pl.DataFrame(rows) @pytest.fixture def tickers() -> pl.DataFrame: """Ticker spans as the security master publishes them.""" return pl.DataFrame([ {"cik": "0000000001", "ticker": "SPAC", "valid_from": date(2020, 3, 2), "valid_to": date(2021, 2, 1), "is_current": False}, {"cik": "0000000001", "ticker": "CARZ", "valid_from": date(2021, 5, 2), "valid_to": date(2024, 5, 2), "is_current": True}, {"cik": "0000000002", "ticker": "PILL", "valid_from": date(2012, 1, 5), "valid_to": date(2023, 1, 5), "is_current": True}, # Delisted in 2007: the only code EDGAR holds for it is today's. {"cik": "0000000003", "ticker": "GONE", "valid_from": date(2006, 4, 1), "valid_to": date(2007, 9, 1), "is_current": False}, # A filer nothing knows a code for at all. {"cik": "0000000004", "ticker": "HUH", "valid_from": date(2011, 1, 1), "valid_to": date(2012, 1, 1), "is_current": False}, ]) @pytest.fixture def directory() -> pl.DataFrame: return pl.DataFrame([ {"cik": f"000000000{n}", "name": name, "primary_ticker": ticker, "all_tickers": ticker, "exchange": "NYSE", "is_active": active, "first_seen": date(2006, 1, 1)} for n, name, ticker, active in ( (1, "Car Co", "CARZ", True), (2, "Pill Co", "PILL", True), (3, "Gone Co", "GONE", False), (4, "Huh Co", "HUH", False), ) ])