[codex] fix graph route ticker fallback

src/kb/query/graph_route.py

@@ -143,7 +143,9 @@ async def maybe_graph_answer(
     # Apply ticker filter if intent supplied one (e.g., "themes in NVIDIA filings").
     ticker = (intent.filters or {}).get("ticker")
     if ticker:
-        rows = [r for r in rows if (r.get("fields") or {}).get("ticker") == ticker] or rows
+        rows = [r for r in rows if (r.get("fields") or {}).get("ticker") == ticker]
+        if not rows:
+            return None
 
     # Pick a grouping field: prefer `category` (RiskFactor has it on SEC),
     # fall back to `subject` / `type` / parent_id, otherwise no grouping.

tests/test_graph_route.py

@@ -0,0 +1,39 @@
+"""Graph route behavior."""
+
+from __future__ import annotations
+
+from kb.query.graph_route import maybe_graph_answer
+from kb.query.intent import QueryIntent
+
+
+async def test_graph_route_returns_none_when_ticker_filters_out_all(monkeypatch) -> None:
+    async def fake_get_active_schema(domain: str, project: str = "default"):
+        return {
+            "spec": {
+                "entities": [
+                    {"name": "RiskFactor", "fields": [{"name": "ticker"}, {"name": "category"}]}
+                ]
+            }
+        }
+
+    async def fake_list_entities(*, domain: str, type: str, q, limit: int, project: str):
+        return [
+            {
+                "id": "r1",
+                "display_name": "Risk",
+                "identity_key": "risk-1",
+                "fields": {"ticker": "MSFT", "category": "supply"},
+            }
+        ]
+
+    monkeypatch.setattr("kb.query.graph_route.repo.get_active_schema", fake_get_active_schema)
+    monkeypatch.setattr("kb.query.graph_route.repo.list_entities", fake_list_entities)
+
+    out = await maybe_graph_answer(
+        intent=QueryIntent(kind="lookup", entity_type="RiskFactor", filters={"ticker": "AAPL"}),
+        domain="sec",
+        question="themes in NVIDIA filings",
+        project="default",
+    )
+
+    assert out is None