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test(holdings): execute ScreenRestated end-to-end against ParadeDB - #4408

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daniel3303 merged 1 commit into
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test/screen-restated-integration
Aug 19, 2026
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test(holdings): execute ScreenRestated end-to-end against ParadeDB#4408
daniel3303 merged 1 commit into
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test/screen-restated-integration

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Follow-up to #4407. The split-aware screener merged with its two EF constructs never executed: the % of float passthrough predicates (pctPassthroughIds.Contains(...) || ...) and the per-listing slices query (GroupBy(h => new { h.CommonStockId, h.ListedTicker })). An untranslatable EF query passes build and unit tests, and this branch only fires at runtime when a stock has split since the screened quarter, exactly the moment it was built for.

Two integration tests in InstitutionalHoldingRepositoryScreenTests:

  • Restated re-judgement: 1-for-30 reverse split after the quarter; as-filed 1500% of float passes through SQL and is kept at the restated 50%; a second affected stock whose restated ratio fails the bounds is dropped; an unaffected stock is still rejected by the plain SQL predicate.
  • Sibling listing invariance: the primary-series split divides only the primary slice; the sibling class's 700 shares survive as filed (10,700 total, 10.7%).

Test-only, no production code touched. Both pass against the ParadeDB fixture (class 9/9).

…ing slices against ParadeDB

The split-aware screener path shipped with unit coverage of its pure in-memory
half only; nothing ever executed the pctPassthroughIds Contains predicates or
the per-(stock, ListedTicker) slices GroupBy against a real database. These two
tests prove translation and behaviour for the case the path exists for: a
reverse split after the screened quarter (passthrough + restated re-judgement,
restated-fail rows dropped, unaffected stocks still SQL-filtered) and a sibling
listing's slice surviving the primary-series split as filed.
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daniel3303 merged commit fa88f26 into main Aug 19, 2026
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daniel3303 deleted the test/screen-restated-integration branch August 21, 2026 22:31
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