"""Tests for multi-company screening module."""
from __future__ import annotations
import datetime
from unittest.mock import AsyncMock, MagicMock
import pytest
from edinet_mcp._screening import screen_companies
from edinet_mcp.models import (
AccountingStandard,
DocType,
Filing,
FinancialStatement,
StatementData,
)
def _make_statement(
edinet_code: str,
company_name: str,
revenue: float,
operating_income: float,
) -> FinancialStatement:
"""Create a minimal FinancialStatement for testing."""
filing = Filing(
doc_id=f"S100{edinet_code[-4:]}",
edinet_code=edinet_code,
company_name=company_name,
doc_type=DocType.ANNUAL_REPORT,
filing_date=datetime.date(2025, 6, 20),
period_end=datetime.date(2025, 3, 31),
has_xbrl=True,
)
income = StatementData(
items=[
{"科目": "売上高", "当期": revenue, "前期": revenue * 0.9},
{"科目": "営業利益", "当期": operating_income, "前期": operating_income * 0.8},
],
label="IncomeStatement",
)
return FinancialStatement(
filing=filing,
income_statement=income,
accounting_standard=AccountingStandard.IFRS,
)
def _mock_client(*statements: tuple[str, FinancialStatement]) -> MagicMock:
"""Create a mock client that returns specific statements by code."""
stmt_map = {code: stmt for code, stmt in statements}
async def _get_stmts(edinet_code: str, **kwargs: object) -> FinancialStatement:
if edinet_code in stmt_map:
return stmt_map[edinet_code]
raise ValueError(f"No filing found for {edinet_code}")
client = MagicMock()
client.get_financial_statements = AsyncMock(side_effect=_get_stmts)
return client
class TestScreenCompanies:
async def test_screen_single_company(self):
stmt = _make_statement("E02144", "トヨタ自動車", 45_000_000, 5_000_000)
client = _mock_client(("E02144", stmt))
result = await screen_companies(client, ["E02144"])
assert result["count"] == 1
assert len(result["results"]) == 1
assert result["results"][0]["edinet_code"] == "E02144"
assert result["results"][0]["company_name"] == "トヨタ自動車"
assert "profitability" in result["results"][0]
assert result["errors"] == []
async def test_screen_multiple_companies(self):
stmt1 = _make_statement("E02144", "トヨタ自動車", 45_000_000, 5_000_000)
stmt2 = _make_statement("E01777", "ソニーグループ", 13_000_000, 1_200_000)
stmt3 = _make_statement("E02529", "キーエンス", 9_000_000, 4_000_000)
client = _mock_client(
("E02144", stmt1),
("E01777", stmt2),
("E02529", stmt3),
)
result = await screen_companies(client, ["E02144", "E01777", "E02529"])
assert result["count"] == 3
assert len(result["results"]) == 3
codes = [r["edinet_code"] for r in result["results"]]
assert "E02144" in codes
assert "E01777" in codes
assert "E02529" in codes
async def test_screen_with_error(self):
stmt = _make_statement("E02144", "トヨタ自動車", 45_000_000, 5_000_000)
client = _mock_client(("E02144", stmt))
result = await screen_companies(client, ["E02144", "E99999"])
assert result["count"] == 1
assert len(result["results"]) == 1
assert result["results"][0]["edinet_code"] == "E02144"
assert len(result["errors"]) == 1
assert result["errors"][0]["edinet_code"] == "E99999"
async def test_screen_sort_by_metric(self):
# Toyota: 営業利益率 = 5M/45M = 11.1%
stmt1 = _make_statement("E02144", "トヨタ", 45_000_000, 5_000_000)
# Keyence: 営業利益率 = 4M/9M = 44.4%
stmt2 = _make_statement("E02529", "キーエンス", 9_000_000, 4_000_000)
# Sony: 営業利益率 = 1.2M/13M = 9.2%
stmt3 = _make_statement("E01777", "ソニー", 13_000_000, 1_200_000)
client = _mock_client(
("E02144", stmt1),
("E02529", stmt2),
("E01777", stmt3),
)
result = await screen_companies(
client,
["E02144", "E02529", "E01777"],
sort_by="営業利益率",
sort_desc=True,
)
assert result["count"] == 3
codes = [r["edinet_code"] for r in result["results"]]
# Keyence (44.4%) > Toyota (11.1%) > Sony (9.2%)
assert codes == ["E02529", "E02144", "E01777"]
async def test_screen_max_companies_limit(self):
client = MagicMock()
codes = [f"E{i:05d}" for i in range(21)]
with pytest.raises(ValueError, match="Too many companies"):
await screen_companies(client, codes)
async def test_screen_empty_list(self):
client = MagicMock()
result = await screen_companies(client, [])
assert result["count"] == 0
assert result["results"] == []
assert result["errors"] == []
async def test_screen_passes_period_and_doc_type(self):
stmt = _make_statement("E02144", "トヨタ", 45_000_000, 5_000_000)
client = _mock_client(("E02144", stmt))
await screen_companies(
client,
["E02144"],
period="2025",
doc_type="quarterly_report",
)
client.get_financial_statements.assert_called_once_with(
edinet_code="E02144",
doc_type="quarterly_report",
period="2025",
)
async def test_screen_all_fail(self):
client = _mock_client() # No statements, all will fail
result = await screen_companies(client, ["E99998", "E99999"])
assert result["count"] == 0
assert result["results"] == []
assert len(result["errors"]) == 2
