Open-World: добавить торговый margin proxy в бизнес-обзор

docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md

@@ -24,8 +24,9 @@ If another document says `78%`, `87%`, `92%`, or `85%` for a module that is now
 - Completed active slice: `Selected-Item Profitability Route Bridge`: selected-object inventory profitability now has a bounded exact recipe over purchase/sale document rows, with explicit boundaries that this is a gross spread/margin proxy rather than company net profit.
 - Completed active slice: `Business Overview Contract-Date Debt Age Signal Bridge`: explicit-period open-settlement quality can now include contract-date age as a bounded signal, while due-date aging/overdue debt remains unclaimed until a reviewed payment-term route exists.
 - Completed active slice: `Business Overview Analyst Synthesis Layer`: business-overview answers now turn checked fact families into a bounded analyst note with operating scale, customer concentration, risk contours, and explicit profit/margin boundaries.
-- Next active slice: continue breadth into company-wide profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families only where reviewed evidence routes exist.
-- Active module progress: `~73% (Open-World Bounded Autonomy Breadth)`.
+- Completed active slice: `Business Overview Trading Margin Proxy Bridge`: explicit-period business overview can include a bounded товарный sales-vs-purchase document proxy for revenue, purchase-cost trace, gross spread, and margin proxy, while clean profit/accounting финрезультат remains unclaimed.
+- Next active slice: continue breadth into exact company-wide accounting profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families only where reviewed evidence routes exist.
+- Active module progress: `~77% (Open-World Bounded Autonomy Breadth)`.
 
 ## Reporting Rule
 
@@ -62,7 +63,7 @@ The project is not yet a universal arbitrary-1C agent.
 
 Remaining work belongs to the next breadth module:
 
-- extend `business_overview` beyond money-flow/activity, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, and as-of-date inventory position into separately proven company-wide profit/margin, due-date debt aging/overdue, and real inventory-liquidity evidence families;
+- extend `business_overview` beyond money-flow/activity, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, as-of-date inventory position, and trading-margin proxy into separately proven exact accounting profit/margin, due-date debt aging/overdue, and real inventory-liquidity evidence families;
 - broader dynamic schema traversal for unfamiliar 1C asks;
 - more primitive descriptors where live evidence proves a real gap;
 - more replay-backed domain packs that start from user business meaning, not from route convenience;

docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md

@@ -247,11 +247,33 @@ Local validation is accepted for this slice:
 - `npm.cmd test -- assistantMcp`: passed `305/305` with `9` skipped.
 - `npm.cmd run build`: passed.
 
+## Slice 11 - Business Overview Trading Margin Proxy Bridge
+
+This slice opens a company-period trading-margin proxy lane where the evidence is concrete enough, while keeping the accounting boundary explicit.
+
+It does not claim clean profit, бухгалтерский финрезультат, or exact cost-of-sales margin.
+
+Implemented now:
+
+- `inventory_trading_margin_proxy_for_organization` exists as a bounded recipe over the reviewed purchase/sale document union on `41.01`;
+- explicit-period business overview can execute this document probe beside money-flow/activity, VAT/tax, debt-position, open-settlement quality, and inventory probes;
+- the pilot derives sales revenue, purchase-document cost proxy, gross spread proxy, margin-to-revenue, markup-to-purchase-cost, and top items only from confirmed товарные document rows;
+- the answer adapter surfaces this as `торговый margin proxy`, not as чистая прибыль or accounting margin;
+- the unknown family narrows from generic `profit_margin` to `accounting_profit_margin` when the proxy exists, so the user sees both what is now supported and what remains unproved;
+- all-time business overview does not silently reuse the prior period's trading proxy, because the probe requires a fresh explicit period window.
+
+This is a material breadth step for broad company analysis, but it is still not full company-wide profit analysis. Exact profit/margin still needs reviewed evidence for себестоимость продаж, expenses, period closing, and accounting result.
+
+Local validation is accepted for this slice:
+
+- `npm.cmd test -- assistantMcpDiscoveryPilotExecutor.test.ts assistantMcpDiscoveryAnswerAdapter.test.ts addressQueryRuntimeM23.test.ts`: passed `478` with `1` skipped.
+- `npm.cmd run build`: passed.
+
 ### Still Pending Breadth Slices
 
 Grow this bridge beyond the first confirmed signal bundle:
 
-- add separate evidence families for company-wide profit/margin and due-date debt aging/overdue quality where reviewed due-date/payment-term routes exist;
+- add separate evidence families for exact company-wide accounting profit/margin and due-date debt aging/overdue quality where reviewed closing-cost and due-date/payment-term routes exist;
 - extend inventory evidence from as-of-date stock position into real turnover/liquidity only when reviewed sales velocity, aging, or obsolescence evidence exists;
 - upgrade debt evidence from as-of-date position/open-settlement concentration/contract-date age into overdue aging only when reviewed due-date or payment-term aging evidence exists;
 - extend VAT/tax beyond explicit-period tax position only when the requested tax fact is provable and the period is explicit;
@@ -264,7 +286,7 @@ The slice is healthy when:
 - broad analysis wording lands on the business-overview contour;
 - the answer is materially more informative than a generic recap;
 - confirmed metrics are visibly separated from LLM-style interpretation;
-- profit/margin are not claimed without supporting evidence;
+- profit/margin are not claimed without supporting evidence, and trading-margin proxy is visibly bounded away from clean profit/accounting финрезультат;
 - Post-F stale-scope and phase83 catalog-alignment canaries remain green.
 
 ## Validation
@@ -339,3 +361,10 @@ Business-overview analyst synthesis validation:
 - `npm.cmd run build`: passed.
 
 Graphify rebuild after Slice 10 code/doc sync: `6023 nodes`, `13112 edges`, `136 communities`.
+
+Business-overview trading-margin proxy validation:
+
+- `npm.cmd test -- assistantMcpDiscoveryPilotExecutor.test.ts assistantMcpDiscoveryAnswerAdapter.test.ts addressQueryRuntimeM23.test.ts`: passed `478` with `1` skipped.
+- `npm.cmd run build`: passed.
+
+Graphify rebuild after Slice 11 code/doc sync: `6028 nodes`, `13131 edges`, `137 communities`.

docs/ARCH/11 - architecture_turnaround/README.md

@@ -59,7 +59,8 @@ Status canon for planning:
 - The current completed breadth slice is `Selected-Item Profitability Route Bridge`: selected-object inventory profitability now has a bounded exact route over purchase/sale document rows and reports gross spread/margin proxy without claiming company net profit.
 - The current completed breadth slice is `Business Overview Contract-Date Debt Age Signal Bridge`: explicit-period open-settlement quality can include contract-date age as a bounded signal, while due-date aging/overdue debt still waits for reviewed payment-term evidence.
 - The current completed breadth slice is `Business Overview Analyst Synthesis Layer`: broad company-analysis answers now synthesize checked fact families into operating scale, customer concentration, risk contours, and a concise bounded LLM-audit.
-- The next active breadth slice continues breadth into company-wide profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families without relaxing truth boundaries.
+- The current completed breadth slice is `Business Overview Trading Margin Proxy Bridge`: explicit-period company analysis can now include товарный sales-vs-purchase document proxy for revenue, purchase-cost trace, gross spread, and margin proxy, while clean profit/accounting финрезультат remains unclaimed.
+- The next active breadth slice continues breadth into exact company-wide accounting profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families without relaxing truth boundaries.
 - The short source of truth for status wording is [21 - current_status_canon_2026-05-01.md](./21%20-%20current_status_canon_2026-05-01.md).
 
 It now documents a turnaround that is already operational in code, already materially past the acute regression breakpoint, and already moved through bounded MCP autonomy, Post-F hardening, inventory breadth proof, and the declared Planner Autonomy slice:
@@ -124,11 +125,11 @@ Current honest status:
 - pre-multidomain readiness: `~90%`
 - bounded-autonomy foundation readiness: `~89%`
 - open-world bounded-autonomy readiness: `~87%`
-- active Open-World Bounded Autonomy Breadth progress: `~73%`, with business-overview evidence fusion, the reviewed `business_overview` catalog/data-need/planner route-fabric slice, the fresh multi-probe runtime bridge, the explicit-period VAT/tax fact-family bridge, the explicit-period debt-position bridge, the explicit-date inventory-position bridge, the open-settlement quality bridge accepted by live semantic replay, selected-item profitability bridged by local semantic/runtime regression tests, contract-date debt age bridged locally, and analyst synthesis added to business-overview answer drafting; company-wide profit/margin, true due-date debt aging/overdue, and real inventory-liquidity expansion are still pending
+- active Open-World Bounded Autonomy Breadth progress: `~77%`, with business-overview evidence fusion, the reviewed `business_overview` catalog/data-need/planner route-fabric slice, the fresh multi-probe runtime bridge, the explicit-period VAT/tax fact-family bridge, the explicit-period debt-position bridge, the explicit-date inventory-position bridge, the open-settlement quality bridge accepted by live semantic replay, selected-item profitability bridged by local semantic/runtime regression tests, contract-date debt age bridged locally, analyst synthesis added to business-overview answer drafting, and company-period trading margin proxy bridged locally; exact accounting profit/margin, true due-date debt aging/overdue, and real inventory-liquidity expansion are still pending
 - Post-F semantic integrity module progress: `~99%` operationally closed, with remaining risk now treated as next-slice discovery rather than an open blocker inside the closed slice
 - active inventory-stock breadth slice progress: `100%` for the declared scenario pack, not for arbitrary inventory questions
 - Planner Autonomy Consolidation progress: `100%` for the declared module, with catalog-fabric, value-flow arbitration, lifecycle bounded inference, broad-evaluation bridge, inventory catalog templates, inventory runtime-boundary honesty, exact inventory recipe bridging, unambiguous metadata-surface lane inference, catalog chain-template scoring, structured chain-match contract exposure, runtime/debug propagation, subject-aware bidirectional comparison arbitration, structured catalog-alignment verdicts, representative alignment regression guard, catalog-alignment reason-code telemetry, explicit `alignment_status` propagation, truth-harness/acceptance-matrix surfacing, soft divergence warning, `catalog_alignment_ok` acceptance invariant, step-level expected catalog-alignment assertions, phase66 and phase32 spec alignment expectations, AGENT source-catalog surfacing, generated phase83 mixed planner-brain replay spec, checked-source user-facing error sanitation, surface-grounded catalog promotion, and guarded live phase83 acceptance validated. Broader unfamiliar 1C asks are now next-module breadth work rather than an open blocker inside this declared slice
-- graph snapshot after latest rebuild: `6023 nodes`, `13112 edges`, `136 communities`
+- graph snapshot after latest rebuild: `6028 nodes`, `13131 edges`, `137 communities`
 - current regression-gate breakpoint:
   - the validated hot paths are no longer structurally broken;
   - flagship continuity collapse is no longer the primary risk;

llm_normalizer/backend/dist/services/addressRecipeCatalog.js

@@ -833,6 +833,17 @@ const BASE_RECIPES = [
         account_scope_mode: "strict",
         query_template: "inventory_sale_trace_profile"
     },
+    {
+        recipe_id: "address_inventory_trading_margin_proxy_for_organization_v1",
+        intent: "inventory_trading_margin_proxy_for_organization",
+        purpose: "Trace organization-period purchase and sale document rows and derive bounded trading revenue, purchase-cost proxy, spread, and margin proxy",
+        required_filters: [],
+        optional_filters: ["period_from", "period_to", "organization", "warehouse", "limit", "sort"],
+        default_limit: 600,
+        account_scope: ["41.01"],
+        account_scope_mode: "strict",
+        query_template: "inventory_trading_margin_proxy_profile"
+    },
     {
         recipe_id: "address_inventory_purchase_to_sale_chain_v1",
         intent: "inventory_purchase_to_sale_chain",
@@ -1315,6 +1326,7 @@ function maxLimitForIntent(intent) {
         intent === "inventory_purchase_documents_for_item" ||
         intent === "inventory_supplier_stock_overlap_as_of_date" ||
         intent === "inventory_sale_trace_for_item" ||
+        intent === "inventory_trading_margin_proxy_for_organization" ||
         intent === "inventory_profitability_for_item" ||
         intent === "inventory_purchase_to_sale_chain" ||
         intent === "inventory_aging_by_purchase_date" ||
@@ -1498,31 +1510,15 @@ function buildAddressRecipePlan(recipe, filters) {
                                                                         ? buildInventorySaleDocumentQuery(filters, resolvedLimit)
                                                                         : recipe.query_template === "inventory_profitability_profile"
                                                                             ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
-                                                                            : recipe.query_template === "inventory_purchase_to_sale_chain_profile"
+                                                                            : recipe.query_template === "inventory_trading_margin_proxy_profile"
                                                                                 ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
-                                                                                : recipe.query_template === "inventory_aging_by_purchase_date_profile"
-                                                                                    ? buildInventoryMovementQuery(filters, resolvedLimit, "dt")
-                                                                                    : recipe.query_template === "contracts_by_counterparty_profile"
-                                                                                        ? CONTRACTS_BY_COUNTERPARTY_QUERY_TEMPLATE.replaceAll("__LIMIT__", String(resolvedLimit))
-                                                                                        : recipe.query_template === "open_contracts_confirmed_as_of_balance_profile"
-                                                                                            ? (() => {
-                                                                                                const asOfExpr = (typeof filters.as_of_date === "string" && filters.as_of_date.trim().length > 0
-                                                                                                    ? toDateTimeExpr(filters.as_of_date, true)
-                                                                                                    : null) ??
-                                                                                                    (typeof filters.period_to === "string" && filters.period_to.trim().length > 0
-                                                                                                        ? toDateTimeExpr(filters.period_to, true)
-                                                                                                        : null) ??
-                                                                                                    (typeof filters.period_from === "string" && filters.period_from.trim().length > 0
-                                                                                                        ? toDateTimeExpr(filters.period_from, true)
-                                                                                                        : null) ??
-                                                                                                    "ТЕКУЩАЯДАТА()";
-                                                                                                return OPEN_CONTRACTS_CONFIRMED_AS_OF_QUERY_TEMPLATE
-                                                                                                    .replaceAll("__LIMIT__", String(resolvedLimit))
-                                                                                                    .replaceAll("__AS_OF_EXPR__", asOfExpr)
-                                                                                                    .replaceAll("__OPEN_CONTRACT_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["60", "62", "76"]))
-                                                                                                    .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
-                                                                                            })()
-                                                                                            : recipe.query_template === "payables_confirmed_as_of_balance_profile"
+                                                                                : recipe.query_template === "inventory_purchase_to_sale_chain_profile"
+                                                                                    ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
+                                                                                    : recipe.query_template === "inventory_aging_by_purchase_date_profile"
+                                                                                        ? buildInventoryMovementQuery(filters, resolvedLimit, "dt")
+                                                                                        : recipe.query_template === "contracts_by_counterparty_profile"
+                                                                                            ? CONTRACTS_BY_COUNTERPARTY_QUERY_TEMPLATE.replaceAll("__LIMIT__", String(resolvedLimit))
+                                                                                            : recipe.query_template === "open_contracts_confirmed_as_of_balance_profile"
                                                                                                 ? (() => {
                                                                                                     const asOfExpr = (typeof filters.as_of_date === "string" && filters.as_of_date.trim().length > 0
                                                                                                         ? toDateTimeExpr(filters.as_of_date, true)
@@ -1534,13 +1530,13 @@ function buildAddressRecipePlan(recipe, filters) {
                                                                                                             ? toDateTimeExpr(filters.period_from, true)
                                                                                                             : null) ??
                                                                                                         "ТЕКУЩАЯДАТА()";
-                                                                                                    return PAYABLES_CONFIRMED_AS_OF_QUERY_TEMPLATE
+                                                                                                    return OPEN_CONTRACTS_CONFIRMED_AS_OF_QUERY_TEMPLATE
                                                                                                         .replaceAll("__LIMIT__", String(resolvedLimit))
                                                                                                         .replaceAll("__AS_OF_EXPR__", asOfExpr)
-                                                                                                        .replaceAll("__PAYABLE_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["60", "76"]))
+                                                                                                        .replaceAll("__OPEN_CONTRACT_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["60", "62", "76"]))
                                                                                                         .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
                                                                                                 })()
-                                                                                                : recipe.query_template === "receivables_confirmed_as_of_balance_profile"
+                                                                                                : recipe.query_template === "payables_confirmed_as_of_balance_profile"
                                                                                                     ? (() => {
                                                                                                         const asOfExpr = (typeof filters.as_of_date === "string" && filters.as_of_date.trim().length > 0
                                                                                                             ? toDateTimeExpr(filters.as_of_date, true)
@@ -1552,23 +1548,41 @@ function buildAddressRecipePlan(recipe, filters) {
                                                                                                                 ? toDateTimeExpr(filters.period_from, true)
                                                                                                                 : null) ??
                                                                                                             "ТЕКУЩАЯДАТА()";
-                                                                                                        return RECEIVABLES_CONFIRMED_AS_OF_QUERY_TEMPLATE
+                                                                                                        return PAYABLES_CONFIRMED_AS_OF_QUERY_TEMPLATE
                                                                                                             .replaceAll("__LIMIT__", String(resolvedLimit))
                                                                                                             .replaceAll("__AS_OF_EXPR__", asOfExpr)
-                                                                                                            .replaceAll("__RECEIVABLE_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["62", "76"]))
+                                                                                                            .replaceAll("__PAYABLE_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["60", "76"]))
                                                                                                             .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
                                                                                                     })()
-                                                                                                    : MOVEMENTS_QUERY_TEMPLATE
-                                                                                                        .replace("__LIMIT__", String(resolvedLimit))
-                                                                                                        .replace("__WHERE_CLAUSE__", (() => {
-                                                                                                        const extraConditions = [];
-                                                                                                        const accountCondition = buildMovementAccountCondition(filters);
-                                                                                                        if (accountCondition) {
-                                                                                                            extraConditions.push(accountCondition);
-                                                                                                        }
-                                                                                                        return buildWhereClause(filters, "Движения.Период", extraConditions);
-                                                                                                    })())
-                                                                                                        .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
+                                                                                                    : recipe.query_template === "receivables_confirmed_as_of_balance_profile"
+                                                                                                        ? (() => {
+                                                                                                            const asOfExpr = (typeof filters.as_of_date === "string" && filters.as_of_date.trim().length > 0
+                                                                                                                ? toDateTimeExpr(filters.as_of_date, true)
+                                                                                                                : null) ??
+                                                                                                                (typeof filters.period_to === "string" && filters.period_to.trim().length > 0
+                                                                                                                    ? toDateTimeExpr(filters.period_to, true)
+                                                                                                                    : null) ??
+                                                                                                                (typeof filters.period_from === "string" && filters.period_from.trim().length > 0
+                                                                                                                    ? toDateTimeExpr(filters.period_from, true)
+                                                                                                                    : null) ??
+                                                                                                                "ТЕКУЩАЯДАТА()";
+                                                                                                            return RECEIVABLES_CONFIRMED_AS_OF_QUERY_TEMPLATE
+                                                                                                                .replaceAll("__LIMIT__", String(resolvedLimit))
+                                                                                                                .replaceAll("__AS_OF_EXPR__", asOfExpr)
+                                                                                                                .replaceAll("__RECEIVABLE_ACCOUNTS_MATCH__", buildAccountPrefixPredicate("Остатки.Счет", ["62", "76"]))
+                                                                                                                .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
+                                                                                                        })()
+                                                                                                        : MOVEMENTS_QUERY_TEMPLATE
+                                                                                                            .replace("__LIMIT__", String(resolvedLimit))
+                                                                                                            .replace("__WHERE_CLAUSE__", (() => {
+                                                                                                            const extraConditions = [];
+                                                                                                            const accountCondition = buildMovementAccountCondition(filters);
+                                                                                                            if (accountCondition) {
+                                                                                                                extraConditions.push(accountCondition);
+                                                                                                            }
+                                                                                                            return buildWhereClause(filters, "Движения.Период", extraConditions);
+                                                                                                        })())
+                                                                                                            .replaceAll("__ORDER_DIRECTION__", resolveOrderDirection(filters.sort));
     return {
         recipe,
         query,

llm_normalizer/backend/dist/services/assistantMcpDiscoveryAnswerAdapter.js

@@ -349,6 +349,9 @@ function headlineFor(mode, pilot) {
         if (overview.tax_position) {
             families.push("НДС-позиция");
         }
+        if (overview.trading_margin_proxy) {
+            families.push("торговый margin proxy");
+        }
         if (overview.debt_position) {
             families.push("долговой срез на дату");
         }
@@ -361,7 +364,7 @@ function headlineFor(mode, pilot) {
         if (overview.inventory_position) {
             families.push("складской срез на дату");
         }
-        const unknownFamilies = ["прибыль/маржа"];
+        const unknownFamilies = [overview.trading_margin_proxy ? "чистая прибыль/точная маржа" : "прибыль/маржа"];
         if (!overview.tax_position) {
             unknownFamilies.push("НДС");
         }
@@ -547,6 +550,7 @@ function buildMustNotClaim(pilot) {
     }
     if (isBusinessOverviewPilot(pilot)) {
         claims.push("Do not present business overview cash-flow spread as profit or margin.");
+        claims.push("Do not present business overview trading-margin proxy as clean profit, accounting financial result, or exact cost-of-sales margin.");
         claims.push("Do not claim debt quality, VAT position, inventory health, or company health unless those contours were separately checked.");
         claims.push("Do not present a debt-position snapshot as debt aging, overdue debt, or credit-quality analysis.");
         claims.push("Do not present open-settlement concentration as contractual due-date aging or confirmed overdue debt.");
@@ -865,6 +869,11 @@ function derivedBusinessOverviewConfirmedLines(pilot) {
                 : "сбалансирован";
         lines.push(`НДС-позиция за ${overview.tax_position.period_scope}: книга продаж ${overview.tax_position.sales_vat_amount_human_ru}, книга покупок/вычеты ${overview.tax_position.purchase_vat_amount_human_ru}, нетто ${taxDirection} ${overview.tax_position.net_vat_amount_human_ru}.`);
     }
+    if (overview.trading_margin_proxy) {
+        const proxy = overview.trading_margin_proxy;
+        const marginText = proxy.margin_to_revenue_pct === null ? "не рассчитана" : `${proxy.margin_to_revenue_pct}%`;
+        lines.push(`Торговый margin proxy за ${proxy.period_scope}: выручка продаж ${proxy.sales_revenue_human_ru}, закупочный документный след ${proxy.purchase_cost_proxy_human_ru}, валовый спред proxy ${proxy.gross_spread_proxy_human_ru}, маржинальность к выручке ${marginText}. Это не чистая прибыль и не бухгалтерский финрезультат.`);
+    }
     if (overview.debt_position) {
         const debtDirection = overview.debt_position.net_debt_position_direction === "net_receivable"
             ? "в пользу дебиторки"
@@ -934,6 +943,12 @@ function businessOverviewRiskSynthesisLine(overview) {
                 : "НДС-позиция сбалансирована";
         signals.push(taxDirection);
     }
+    if (overview.trading_margin_proxy) {
+        const marginText = overview.trading_margin_proxy.margin_to_revenue_pct === null
+            ? "маржинальность не рассчитана"
+            : `маржинальность proxy ${overview.trading_margin_proxy.margin_to_revenue_pct}%`;
+        signals.push(`торговый спред proxy ${overview.trading_margin_proxy.gross_spread_proxy_human_ru}, ${marginText}`);
+    }
     if (overview.debt_position) {
         const debtDirection = overview.debt_position.net_debt_position_direction === "net_receivable"
             ? `дебиторка больше кредиторки на ${overview.debt_position.net_debt_position_amount_human_ru}`
@@ -962,6 +977,7 @@ function businessOverviewRiskSynthesisLine(overview) {
 function businessOverviewExecutiveVerdictLine(overview) {
     const hasCash = overview.incoming_customer_revenue.rows_with_amount > 0 || overview.outgoing_supplier_payout.rows_with_amount > 0;
     const hasExtraSignals = Boolean(overview.tax_position ||
+        overview.trading_margin_proxy ||
         overview.debt_position ||
         overview.debt_open_settlement_quality ||
         overview.inventory_position);
@@ -1038,6 +1054,9 @@ function buildAssistantMcpDiscoveryAnswerDraft(pilot) {
     if (pilot.derived_business_overview?.tax_position) {
         pushReason(reasonCodes, "answer_contains_business_overview_tax_position");
     }
+    if (pilot.derived_business_overview?.trading_margin_proxy) {
+        pushReason(reasonCodes, "answer_contains_business_overview_trading_margin_proxy");
+    }
     if (pilot.derived_business_overview?.debt_position) {
         pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
     }

llm_normalizer/backend/dist/services/assistantMcpDiscoveryPilotExecutor.js

@@ -205,6 +205,21 @@ function buildBusinessOverviewInventoryFilters(planner) {
         sort: "period_asc"
     };
 }
+function buildBusinessOverviewTradingMarginFilters(planner) {
+    const meaning = planner.discovery_plan.turn_meaning_ref;
+    const organization = toNonEmptyString(meaning?.explicit_organization_scope);
+    const dateScope = toNonEmptyString(meaning?.explicit_date_scope);
+    const periodFilters = dateScopeToFilters(dateScope);
+    if (!periodFilters.period_from || !periodFilters.period_to) {
+        return null;
+    }
+    return {
+        ...periodFilters,
+        ...(organization ? { organization } : {}),
+        limit: planner.discovery_plan.execution_budget.max_rows_per_probe,
+        sort: "period_asc"
+    };
+}
 function buildInventoryExactFilters(planner) {
     const meaning = planner.discovery_plan.turn_meaning_ref;
     const subject = firstEntityCandidate(planner);
@@ -1454,6 +1469,16 @@ function rowDocumentValue(row) {
 function rowAccountValue(row) {
     return rowTextValue(row, ["СчетДт", "AccountDt", "account_dt", "Счет", "Account", "account"]);
 }
+function rowDebitAccountValue(row) {
+    return rowTextValue(row, ["СчетДт", "AccountDt", "account_dt", "DebitAccount", "debit_account"]);
+}
+function rowCreditAccountValue(row) {
+    return rowTextValue(row, ["СчетКт", "AccountKt", "account_kt", "CreditAccount", "credit_account"]);
+}
+function accountTextMatchesPrefix(account, prefixes) {
+    const normalized = String(account ?? "").replace(/\s+/g, "");
+    return prefixes.some((prefix) => normalized.startsWith(prefix));
+}
 function rowQuantityValue(row) {
     return rowNumberValue(row, ["Количество", "Quantity", "quantity", "Qty", "qty", "Остаток", "Balance", "balance"]);
 }
@@ -1961,6 +1986,87 @@ function deriveBusinessOverviewTaxPosition(result, periodScope) {
         inference_basis: "sales_book_minus_purchase_book_confirmed_1c_vat_rows"
     };
 }
+function deriveBusinessOverviewTradingMarginProxy(result, periodScope) {
+    if (!result || result.error || result.matched_rows <= 0 || !periodScope) {
+        return null;
+    }
+    const itemBuckets = new Map();
+    let salesRowsWithAmount = 0;
+    let purchaseRowsWithAmount = 0;
+    let salesRevenue = 0;
+    let purchaseCostProxy = 0;
+    for (const row of result.rows) {
+        const amount = rowAmountValue(row);
+        if (amount === null || amount <= 0) {
+            continue;
+        }
+        const isSale = accountTextMatchesPrefix(rowCreditAccountValue(row), ["41.01"]);
+        const isPurchase = accountTextMatchesPrefix(rowDebitAccountValue(row), ["41.01"]);
+        if (!isSale && !isPurchase) {
+            continue;
+        }
+        const item = rowInventoryItemValue(row) ?? "unknown_item";
+        const quantity = rowQuantityValue(row) ?? 0;
+        const bucket = itemBuckets.get(item) ?? {
+            sales_revenue: 0,
+            purchase_cost_proxy: 0,
+            sales_quantity: 0,
+            purchase_quantity: 0
+        };
+        if (isSale) {
+            salesRowsWithAmount += 1;
+            salesRevenue += amount;
+            bucket.sales_revenue += amount;
+            bucket.sales_quantity += quantity;
+        }
+        if (isPurchase) {
+            purchaseRowsWithAmount += 1;
+            purchaseCostProxy += amount;
+            bucket.purchase_cost_proxy += amount;
+            bucket.purchase_quantity += quantity;
+        }
+        itemBuckets.set(item, bucket);
+    }
+    if (salesRowsWithAmount <= 0 && purchaseRowsWithAmount <= 0) {
+        return null;
+    }
+    const grossSpreadProxy = salesRevenue - purchaseCostProxy;
+    const marginToRevenuePct = salesRevenue > 0 ? percentageOfTotal(grossSpreadProxy, salesRevenue) : null;
+    const markupToPurchasePct = purchaseCostProxy > 0 ? percentageOfTotal(grossSpreadProxy, purchaseCostProxy) : null;
+    const topItemsBySales = Array.from(itemBuckets.entries())
+        .map(([item, bucket]) => ({
+        item,
+        sales_revenue: bucket.sales_revenue,
+        sales_revenue_human_ru: formatAmountHumanRu(bucket.sales_revenue),
+        purchase_cost_proxy: bucket.purchase_cost_proxy,
+        purchase_cost_proxy_human_ru: formatAmountHumanRu(bucket.purchase_cost_proxy),
+        gross_spread_proxy: bucket.sales_revenue - bucket.purchase_cost_proxy,
+        gross_spread_proxy_human_ru: formatAmountHumanRu(bucket.sales_revenue - bucket.purchase_cost_proxy),
+        sales_quantity: bucket.sales_quantity,
+        purchase_quantity: bucket.purchase_quantity
+    }))
+        .sort((left, right) => {
+        const salesDelta = right.sales_revenue - left.sales_revenue;
+        return salesDelta !== 0 ? salesDelta : left.item.localeCompare(right.item, "ru");
+    })
+        .slice(0, 5);
+    return {
+        period_scope: periodScope,
+        rows_matched: result.matched_rows,
+        sales_rows_with_amount: salesRowsWithAmount,
+        purchase_rows_with_amount: purchaseRowsWithAmount,
+        sales_revenue: salesRevenue,
+        sales_revenue_human_ru: formatAmountHumanRu(salesRevenue),
+        purchase_cost_proxy: purchaseCostProxy,
+        purchase_cost_proxy_human_ru: formatAmountHumanRu(purchaseCostProxy),
+        gross_spread_proxy: grossSpreadProxy,
+        gross_spread_proxy_human_ru: formatAmountHumanRu(grossSpreadProxy),
+        margin_to_revenue_pct: marginToRevenuePct,
+        markup_to_purchase_pct: markupToPurchasePct,
+        top_items_by_sales: topItemsBySales,
+        inference_basis: "sales_documents_minus_purchase_documents_confirmed_1c_rows"
+    };
+}
 function deriveBusinessOverviewDebtSide(result) {
     if (!result || result.error || result.matched_rows <= 0) {
         return {
@@ -2303,6 +2409,7 @@ function deriveBusinessOverview(input) {
     });
     const activityPeriod = deriveActivityPeriod(input.lifecycleResult);
     const taxPosition = deriveBusinessOverviewTaxPosition(input.taxResult, input.periodScope);
+    const tradingMarginProxy = deriveBusinessOverviewTradingMarginProxy(input.tradingMarginResult, input.periodScope);
     const debtPosition = deriveBusinessOverviewDebtPosition({
         receivablesResult: input.receivablesResult,
         payablesResult: input.payablesResult,
@@ -2322,6 +2429,7 @@ function deriveBusinessOverview(input) {
         outgoing.rows_with_amount > 0,
         Boolean(activityPeriod),
         Boolean(taxPosition),
+        Boolean(tradingMarginProxy),
         Boolean(debtPosition),
         Boolean(debtOpenSettlementQuality),
         Boolean(inventoryPosition)
@@ -2341,13 +2449,14 @@ function deriveBusinessOverview(input) {
         top_customers: rankedIncoming?.ranked_values ?? [],
         activity_period: activityPeriod,
         tax_position: taxPosition,
+        trading_margin_proxy: tradingMarginProxy,
         debt_position: debtPosition,
         debt_open_settlement_quality: debtOpenSettlementQuality,
         inventory_position: inventoryPosition,
         coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
         checked_signal_count: checkedSignalCount,
         missing_signal_families: [
-            "profit_margin",
+            tradingMarginProxy ? "accounting_profit_margin" : "profit_margin",
             debtPosition ? null : "debt_position",
             debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality",
             taxPosition ? null : "tax_position",
@@ -2381,6 +2490,9 @@ function summarizeBusinessOverviewRows(input) {
     if (input.taxResult && !input.taxResult.error) {
         parts.push(`${input.taxResult.fetched_rows} VAT/tax rows fetched, ${input.taxResult.matched_rows} matched`);
     }
+    if (input.tradingMarginResult && !input.tradingMarginResult.error) {
+        parts.push(`${input.tradingMarginResult.fetched_rows} trading-margin document rows fetched, ${input.tradingMarginResult.matched_rows} matched`);
+    }
     if (input.receivablesResult && !input.receivablesResult.error) {
         parts.push(`${input.receivablesResult.fetched_rows} receivables rows fetched, ${input.receivablesResult.matched_rows} matched`);
     }
@@ -2426,6 +2538,11 @@ function buildBusinessOverviewConfirmedFacts(derived) {
                 : "сбалансирован";
         facts.push(`НДС-позиция за ${derived.tax_position.period_scope} подтверждена по книгам продаж/покупок: продажи ${derived.tax_position.sales_vat_amount_human_ru}, покупки/вычеты ${derived.tax_position.purchase_vat_amount_human_ru}, нетто ${taxDirection} ${derived.tax_position.net_vat_amount_human_ru}.`);
     }
+    if (derived.trading_margin_proxy) {
+        const proxy = derived.trading_margin_proxy;
+        const marginText = proxy.margin_to_revenue_pct === null ? "не рассчитана" : `${proxy.margin_to_revenue_pct}%`;
+        facts.push(`Торговый margin proxy за ${proxy.period_scope} подтвержден по товарным документам продаж/поступлений: выручка продаж ${proxy.sales_revenue_human_ru}, закупочный документный след ${proxy.purchase_cost_proxy_human_ru}, валовый спред proxy ${proxy.gross_spread_proxy_human_ru}, маржинальность к выручке ${marginText}. Это не чистая прибыль и не бухгалтерский финрезультат.`);
+    }
     if (derived.debt_position) {
         const debtDirection = derived.debt_position.net_debt_position_direction === "net_receivable"
             ? "в пользу дебиторки"
@@ -2495,6 +2612,9 @@ function buildBusinessOverviewUnknownFacts(derived) {
         missing.has("profit_margin")
             ? "Прибыль и маржа этим бизнес-обзором не подтверждены: нужны себестоимость, расходы и закрывающие документы."
             : null,
+        missing.has("accounting_profit_margin")
+            ? "Чистая прибыль, бухгалтерская маржа и финрезультат этим бизнес-обзором не подтверждены: торговый proxy показывает только документную разницу продаж и поступлений без расходов, закрытия периода и точной себестоимости продаж."
+            : null,
         missing.has("debt_quality")
             ? "Качество дебиторки/кредиторки этим бизнес-обзором не подтверждено: нужен отдельный долговой срез."
             : null,
@@ -3123,6 +3243,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
         let outgoingResult = null;
         let lifecycleResult = null;
         let taxResult = null;
+        let tradingMarginResult = null;
         let receivablesResult = null;
         let payablesResult = null;
         let openContractsResult = null;
@@ -3131,6 +3252,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
         const valueFilters = buildValueFlowFilters(planner);
         const lifecycleFilters = buildLifecycleFilters(planner);
         const taxFilters = buildBusinessOverviewTaxFilters(planner);
+        const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
         const debtFilters = buildBusinessOverviewDebtFilters(planner);
         const inventoryFilters = buildBusinessOverviewInventoryFilters(planner);
         const debtAsOfDate = toNonEmptyString(debtFilters?.as_of_date);
@@ -3141,6 +3263,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
         const taxSelection = taxFilters
             ? (0, addressRecipeCatalog_1.selectAddressRecipe)("vat_liability_confirmed_for_tax_period", taxFilters)
             : null;
+        const tradingMarginSelection = tradingMarginFilters
+            ? (0, addressRecipeCatalog_1.selectAddressRecipe)("inventory_trading_margin_proxy_for_organization", tradingMarginFilters)
+            : null;
         const receivablesSelection = debtFilters
             ? (0, addressRecipeCatalog_1.selectAddressRecipe)("receivables_confirmed_as_of_date", debtFilters)
             : null;
@@ -3196,6 +3321,16 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
             pushReason(reasonCodes, "pilot_business_overview_tax_recipe_not_available");
             pushUnique(queryLimitations, "Business overview VAT/tax probe requires an executable tax-period recipe");
         }
+        if (tradingMarginSelection?.selected_recipe) {
+            pushReason(reasonCodes, "pilot_business_overview_trading_margin_recipe_selected");
+        }
+        else if (!tradingMarginFilters) {
+            pushReason(reasonCodes, "pilot_business_overview_trading_margin_probe_skipped_without_explicit_period");
+        }
+        else {
+            pushReason(reasonCodes, "pilot_business_overview_trading_margin_recipe_not_available");
+            pushUnique(queryLimitations, "Business overview trading-margin proxy requires an executable explicit-period purchase/sale document recipe");
+        }
         if (receivablesSelection?.selected_recipe && payablesSelection?.selected_recipe) {
             pushReason(reasonCodes, "pilot_business_overview_debt_recipes_selected");
         }
@@ -3390,6 +3525,15 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
                 });
                 pushUnique(executedPrimitives, step.primitive_id);
                 probeResults.push(queryResultToProbeResult(step.primitive_id, lifecycleResult));
+                if (tradingMarginSelection?.selected_recipe) {
+                    const tradingMarginPlan = (0, addressRecipeCatalog_1.buildAddressRecipePlan)(tradingMarginSelection.selected_recipe, tradingMarginFilters);
+                    tradingMarginResult = await runtimeDeps.executeAddressMcpQuery({
+                        query: tradingMarginPlan.query,
+                        limit: tradingMarginPlan.limit,
+                        account_scope: tradingMarginPlan.account_scope
+                    });
+                    probeResults.push(queryResultToProbeResult(step.primitive_id, tradingMarginResult));
+                }
                 if (lifecycleResult.error) {
                     pushUnique(queryLimitations, lifecycleResult.error);
                     pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_error");
@@ -3397,6 +3541,13 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
                 else {
                     pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_executed");
                 }
+                if (tradingMarginResult?.error) {
+                    pushUnique(queryLimitations, tradingMarginResult.error);
+                    pushReason(reasonCodes, "pilot_business_overview_trading_margin_query_mcp_error");
+                }
+                else if (tradingMarginResult) {
+                    pushReason(reasonCodes, "pilot_business_overview_trading_margin_query_mcp_executed");
+                }
                 continue;
             }
             skippedPrimitives.push(step.primitive_id);
@@ -3407,6 +3558,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
             outgoingResult,
             lifecycleResult,
             taxResult,
+            tradingMarginResult,
             receivablesResult,
             payablesResult,
             openContractsResult,
@@ -3428,6 +3580,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
             if (derivedBusinessOverview.tax_position) {
                 pushReason(reasonCodes, "pilot_derived_business_overview_tax_position_from_confirmed_rows");
             }
+            if (derivedBusinessOverview.trading_margin_proxy) {
+                pushReason(reasonCodes, "pilot_derived_business_overview_trading_margin_proxy_from_confirmed_rows");
+            }
             if (derivedBusinessOverview.debt_position) {
                 pushReason(reasonCodes, "pilot_derived_business_overview_debt_position_from_confirmed_rows");
             }
@@ -3446,6 +3601,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
             outgoingResult,
             lifecycleResult,
             taxResult,
+            tradingMarginResult,
             receivablesResult,
             payablesResult,
             openContractsResult,

llm_normalizer/backend/src/services/addressRecipeCatalog.ts

@@ -857,6 +857,17 @@ const BASE_RECIPES: AddressRecipeDefinition[] = [
     account_scope_mode: "strict",
     query_template: "inventory_sale_trace_profile"
   },
+  {
+    recipe_id: "address_inventory_trading_margin_proxy_for_organization_v1",
+    intent: "inventory_trading_margin_proxy_for_organization",
+    purpose: "Trace organization-period purchase and sale document rows and derive bounded trading revenue, purchase-cost proxy, spread, and margin proxy",
+    required_filters: [],
+    optional_filters: ["period_from", "period_to", "organization", "warehouse", "limit", "sort"],
+    default_limit: 600,
+    account_scope: ["41.01"],
+    account_scope_mode: "strict",
+    query_template: "inventory_trading_margin_proxy_profile"
+  },
   {
     recipe_id: "address_inventory_purchase_to_sale_chain_v1",
     intent: "inventory_purchase_to_sale_chain",
@@ -1438,6 +1449,7 @@ function maxLimitForIntent(intent: AddressIntent): number {
     intent === "inventory_purchase_documents_for_item" ||
     intent === "inventory_supplier_stock_overlap_as_of_date" ||
     intent === "inventory_sale_trace_for_item" ||
+    intent === "inventory_trading_margin_proxy_for_organization" ||
     intent === "inventory_profitability_for_item" ||
     intent === "inventory_purchase_to_sale_chain" ||
     intent === "inventory_aging_by_purchase_date" ||
@@ -1666,6 +1678,8 @@ export function buildAddressRecipePlan(
         ? buildInventorySaleDocumentQuery(filters, resolvedLimit)
       : recipe.query_template === "inventory_profitability_profile"
         ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
+      : recipe.query_template === "inventory_trading_margin_proxy_profile"
+        ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
       : recipe.query_template === "inventory_purchase_to_sale_chain_profile"
         ? buildInventoryPurchaseToSaleDocumentQuery(filters, resolvedLimit)
       : recipe.query_template === "inventory_aging_by_purchase_date_profile"

llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts

@@ -452,6 +452,9 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
     if (overview.tax_position) {
       families.push("НДС-позиция");
     }
+    if (overview.trading_margin_proxy) {
+      families.push("торговый margin proxy");
+    }
     if (overview.debt_position) {
       families.push("долговой срез на дату");
     }
@@ -464,7 +467,7 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
     if (overview.inventory_position) {
       families.push("складской срез на дату");
     }
-    const unknownFamilies = ["прибыль/маржа"];
+    const unknownFamilies = [overview.trading_margin_proxy ? "чистая прибыль/точная маржа" : "прибыль/маржа"];
     if (!overview.tax_position) {
       unknownFamilies.push("НДС");
     }
@@ -658,6 +661,7 @@ function buildMustNotClaim(pilot: AssistantMcpDiscoveryPilotExecutionContract):
   }
   if (isBusinessOverviewPilot(pilot)) {
     claims.push("Do not present business overview cash-flow spread as profit or margin.");
+    claims.push("Do not present business overview trading-margin proxy as clean profit, accounting financial result, or exact cost-of-sales margin.");
     claims.push("Do not claim debt quality, VAT position, inventory health, or company health unless those contours were separately checked.");
     claims.push("Do not present a debt-position snapshot as debt aging, overdue debt, or credit-quality analysis.");
     claims.push("Do not present open-settlement concentration as contractual due-date aging or confirmed overdue debt.");
@@ -1022,6 +1026,13 @@ function derivedBusinessOverviewConfirmedLines(pilot: AssistantMcpDiscoveryPilot
       `НДС-позиция за ${overview.tax_position.period_scope}: книга продаж ${overview.tax_position.sales_vat_amount_human_ru}, книга покупок/вычеты ${overview.tax_position.purchase_vat_amount_human_ru}, нетто ${taxDirection} ${overview.tax_position.net_vat_amount_human_ru}.`
     );
   }
+  if (overview.trading_margin_proxy) {
+    const proxy = overview.trading_margin_proxy;
+    const marginText = proxy.margin_to_revenue_pct === null ? "не рассчитана" : `${proxy.margin_to_revenue_pct}%`;
+    lines.push(
+      `Торговый margin proxy за ${proxy.period_scope}: выручка продаж ${proxy.sales_revenue_human_ru}, закупочный документный след ${proxy.purchase_cost_proxy_human_ru}, валовый спред proxy ${proxy.gross_spread_proxy_human_ru}, маржинальность к выручке ${marginText}. Это не чистая прибыль и не бухгалтерский финрезультат.`
+    );
+  }
   if (overview.debt_position) {
     const debtDirection =
       overview.debt_position.net_debt_position_direction === "net_receivable"
@@ -1106,6 +1117,12 @@ function businessOverviewRiskSynthesisLine(overview: BusinessOverview): string |
           : "НДС-позиция сбалансирована";
     signals.push(taxDirection);
   }
+  if (overview.trading_margin_proxy) {
+    const marginText = overview.trading_margin_proxy.margin_to_revenue_pct === null
+      ? "маржинальность не рассчитана"
+      : `маржинальность proxy ${overview.trading_margin_proxy.margin_to_revenue_pct}%`;
+    signals.push(`торговый спред proxy ${overview.trading_margin_proxy.gross_spread_proxy_human_ru}, ${marginText}`);
+  }
   if (overview.debt_position) {
     const debtDirection =
       overview.debt_position.net_debt_position_direction === "net_receivable"
@@ -1137,6 +1154,7 @@ function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): strin
   const hasCash = overview.incoming_customer_revenue.rows_with_amount > 0 || overview.outgoing_supplier_payout.rows_with_amount > 0;
   const hasExtraSignals = Boolean(
     overview.tax_position ||
+    overview.trading_margin_proxy ||
     overview.debt_position ||
     overview.debt_open_settlement_quality ||
     overview.inventory_position
@@ -1223,6 +1241,9 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
   if (pilot.derived_business_overview?.tax_position) {
     pushReason(reasonCodes, "answer_contains_business_overview_tax_position");
   }
+  if (pilot.derived_business_overview?.trading_margin_proxy) {
+    pushReason(reasonCodes, "answer_contains_business_overview_trading_margin_proxy");
+  }
   if (pilot.derived_business_overview?.debt_position) {
     pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
   }

llm_normalizer/backend/src/services/assistantMcpDiscoveryPilotExecutor.ts

@@ -152,6 +152,7 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverview {
   top_customers: AssistantMcpDiscoveryRankedValueFlowBucket[];
   activity_period: AssistantMcpDiscoveryDerivedActivityPeriod | null;
   tax_position: AssistantMcpDiscoveryDerivedBusinessOverviewTaxPosition | null;
+  trading_margin_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewTradingMarginProxy | null;
   debt_position: AssistantMcpDiscoveryDerivedBusinessOverviewDebtPosition | null;
   debt_open_settlement_quality: AssistantMcpDiscoveryDerivedBusinessOverviewDebtOpenSettlementQuality | null;
   inventory_position: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryPosition | null;
@@ -180,6 +181,35 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverviewTaxPosition {
   inference_basis: "sales_book_minus_purchase_book_confirmed_1c_vat_rows";
 }
 
+export interface AssistantMcpDiscoveryBusinessOverviewTradingItemBucket {
+  item: string;
+  sales_revenue: number;
+  sales_revenue_human_ru: string;
+  purchase_cost_proxy: number;
+  purchase_cost_proxy_human_ru: string;
+  gross_spread_proxy: number;
+  gross_spread_proxy_human_ru: string;
+  sales_quantity: number;
+  purchase_quantity: number;
+}
+
+export interface AssistantMcpDiscoveryDerivedBusinessOverviewTradingMarginProxy {
+  period_scope: string;
+  rows_matched: number;
+  sales_rows_with_amount: number;
+  purchase_rows_with_amount: number;
+  sales_revenue: number;
+  sales_revenue_human_ru: string;
+  purchase_cost_proxy: number;
+  purchase_cost_proxy_human_ru: string;
+  gross_spread_proxy: number;
+  gross_spread_proxy_human_ru: string;
+  margin_to_revenue_pct: number | null;
+  markup_to_purchase_pct: number | null;
+  top_items_by_sales: AssistantMcpDiscoveryBusinessOverviewTradingItemBucket[];
+  inference_basis: "sales_documents_minus_purchase_documents_confirmed_1c_rows";
+}
+
 export interface AssistantMcpDiscoveryBusinessOverviewDebtSideSummary {
   rows_matched: number;
   rows_with_amount: number;
@@ -578,6 +608,22 @@ function buildBusinessOverviewInventoryFilters(planner: AssistantMcpDiscoveryPla
   };
 }
 
+function buildBusinessOverviewTradingMarginFilters(planner: AssistantMcpDiscoveryPlannerContract): AddressFilterSet | null {
+  const meaning = planner.discovery_plan.turn_meaning_ref;
+  const organization = toNonEmptyString(meaning?.explicit_organization_scope);
+  const dateScope = toNonEmptyString(meaning?.explicit_date_scope);
+  const periodFilters = dateScopeToFilters(dateScope);
+  if (!periodFilters.period_from || !periodFilters.period_to) {
+    return null;
+  }
+  return {
+    ...periodFilters,
+    ...(organization ? { organization } : {}),
+    limit: planner.discovery_plan.execution_budget.max_rows_per_probe,
+    sort: "period_asc"
+  };
+}
+
 function buildInventoryExactFilters(planner: AssistantMcpDiscoveryPlannerContract): AddressFilterSet {
   const meaning = planner.discovery_plan.turn_meaning_ref;
   const subject = firstEntityCandidate(planner);
@@ -2087,6 +2133,19 @@ function rowAccountValue(row: Record<string, unknown>): string | null {
   return rowTextValue(row, ["СчетДт", "AccountDt", "account_dt", "Счет", "Account", "account"]);
 }
 
+function rowDebitAccountValue(row: Record<string, unknown>): string | null {
+  return rowTextValue(row, ["СчетДт", "AccountDt", "account_dt", "DebitAccount", "debit_account"]);
+}
+
+function rowCreditAccountValue(row: Record<string, unknown>): string | null {
+  return rowTextValue(row, ["СчетКт", "AccountKt", "account_kt", "CreditAccount", "credit_account"]);
+}
+
+function accountTextMatchesPrefix(account: string | null, prefixes: string[]): boolean {
+  const normalized = String(account ?? "").replace(/\s+/g, "");
+  return prefixes.some((prefix) => normalized.startsWith(prefix));
+}
+
 function rowQuantityValue(row: Record<string, unknown>): number | null {
   return rowNumberValue(row, ["Количество", "Quantity", "quantity", "Qty", "qty", "Остаток", "Balance", "balance"]);
 }
@@ -2673,6 +2732,101 @@ function deriveBusinessOverviewTaxPosition(
   };
 }
 
+function deriveBusinessOverviewTradingMarginProxy(
+  result: AddressMcpQueryExecutorResult | null,
+  periodScope: string | null
+): AssistantMcpDiscoveryDerivedBusinessOverviewTradingMarginProxy | null {
+  if (!result || result.error || result.matched_rows <= 0 || !periodScope) {
+    return null;
+  }
+
+  const itemBuckets = new Map<string, {
+    sales_revenue: number;
+    purchase_cost_proxy: number;
+    sales_quantity: number;
+    purchase_quantity: number;
+  }>();
+  let salesRowsWithAmount = 0;
+  let purchaseRowsWithAmount = 0;
+  let salesRevenue = 0;
+  let purchaseCostProxy = 0;
+
+  for (const row of result.rows) {
+    const amount = rowAmountValue(row);
+    if (amount === null || amount <= 0) {
+      continue;
+    }
+    const isSale = accountTextMatchesPrefix(rowCreditAccountValue(row), ["41.01"]);
+    const isPurchase = accountTextMatchesPrefix(rowDebitAccountValue(row), ["41.01"]);
+    if (!isSale && !isPurchase) {
+      continue;
+    }
+    const item = rowInventoryItemValue(row) ?? "unknown_item";
+    const quantity = rowQuantityValue(row) ?? 0;
+    const bucket = itemBuckets.get(item) ?? {
+      sales_revenue: 0,
+      purchase_cost_proxy: 0,
+      sales_quantity: 0,
+      purchase_quantity: 0
+    };
+    if (isSale) {
+      salesRowsWithAmount += 1;
+      salesRevenue += amount;
+      bucket.sales_revenue += amount;
+      bucket.sales_quantity += quantity;
+    }
+    if (isPurchase) {
+      purchaseRowsWithAmount += 1;
+      purchaseCostProxy += amount;
+      bucket.purchase_cost_proxy += amount;
+      bucket.purchase_quantity += quantity;
+    }
+    itemBuckets.set(item, bucket);
+  }
+
+  if (salesRowsWithAmount <= 0 && purchaseRowsWithAmount <= 0) {
+    return null;
+  }
+
+  const grossSpreadProxy = salesRevenue - purchaseCostProxy;
+  const marginToRevenuePct = salesRevenue > 0 ? percentageOfTotal(grossSpreadProxy, salesRevenue) : null;
+  const markupToPurchasePct = purchaseCostProxy > 0 ? percentageOfTotal(grossSpreadProxy, purchaseCostProxy) : null;
+  const topItemsBySales = Array.from(itemBuckets.entries())
+    .map(([item, bucket]) => ({
+      item,
+      sales_revenue: bucket.sales_revenue,
+      sales_revenue_human_ru: formatAmountHumanRu(bucket.sales_revenue),
+      purchase_cost_proxy: bucket.purchase_cost_proxy,
+      purchase_cost_proxy_human_ru: formatAmountHumanRu(bucket.purchase_cost_proxy),
+      gross_spread_proxy: bucket.sales_revenue - bucket.purchase_cost_proxy,
+      gross_spread_proxy_human_ru: formatAmountHumanRu(bucket.sales_revenue - bucket.purchase_cost_proxy),
+      sales_quantity: bucket.sales_quantity,
+      purchase_quantity: bucket.purchase_quantity
+    }))
+    .sort((left, right) => {
+      const salesDelta = right.sales_revenue - left.sales_revenue;
+      return salesDelta !== 0 ? salesDelta : left.item.localeCompare(right.item, "ru");
+    })
+    .slice(0, 5);
+
+  return {
+    period_scope: periodScope,
+    rows_matched: result.matched_rows,
+    sales_rows_with_amount: salesRowsWithAmount,
+    purchase_rows_with_amount: purchaseRowsWithAmount,
+    sales_revenue: salesRevenue,
+    sales_revenue_human_ru: formatAmountHumanRu(salesRevenue),
+    purchase_cost_proxy: purchaseCostProxy,
+    purchase_cost_proxy_human_ru: formatAmountHumanRu(purchaseCostProxy),
+    gross_spread_proxy: grossSpreadProxy,
+    gross_spread_proxy_human_ru: formatAmountHumanRu(grossSpreadProxy),
+    margin_to_revenue_pct: marginToRevenuePct,
+    markup_to_purchase_pct: markupToPurchasePct,
+    top_items_by_sales: topItemsBySales,
+    inference_basis: "sales_documents_minus_purchase_documents_confirmed_1c_rows"
+  };
+}
+
 function deriveBusinessOverviewDebtSide(
   result: AddressMcpQueryExecutorResult | null
 ): AssistantMcpDiscoveryBusinessOverviewDebtSideSummary {
@@ -3059,6 +3213,7 @@ function deriveBusinessOverview(input: {
   outgoingResult: AssistantMcpDiscoveryCoverageAwareQueryResult | null;
   lifecycleResult: AddressMcpQueryExecutorResult | null;
   taxResult: AddressMcpQueryExecutorResult | null;
+  tradingMarginResult: AddressMcpQueryExecutorResult | null;
   receivablesResult: AddressMcpQueryExecutorResult | null;
   payablesResult: AddressMcpQueryExecutorResult | null;
   openContractsResult: AddressMcpQueryExecutorResult | null;
@@ -3079,6 +3234,7 @@ function deriveBusinessOverview(input: {
   });
   const activityPeriod = deriveActivityPeriod(input.lifecycleResult);
   const taxPosition = deriveBusinessOverviewTaxPosition(input.taxResult, input.periodScope);
+  const tradingMarginProxy = deriveBusinessOverviewTradingMarginProxy(input.tradingMarginResult, input.periodScope);
   const debtPosition = deriveBusinessOverviewDebtPosition({
     receivablesResult: input.receivablesResult,
     payablesResult: input.payablesResult,
@@ -3098,6 +3254,7 @@ function deriveBusinessOverview(input: {
     outgoing.rows_with_amount > 0,
     Boolean(activityPeriod),
     Boolean(taxPosition),
+    Boolean(tradingMarginProxy),
     Boolean(debtPosition),
     Boolean(debtOpenSettlementQuality),
     Boolean(inventoryPosition)
@@ -3118,6 +3275,7 @@ function deriveBusinessOverview(input: {
     top_customers: rankedIncoming?.ranked_values ?? [],
     activity_period: activityPeriod,
     tax_position: taxPosition,
+    trading_margin_proxy: tradingMarginProxy,
     debt_position: debtPosition,
     debt_open_settlement_quality: debtOpenSettlementQuality,
     inventory_position: inventoryPosition,
@@ -3125,7 +3283,7 @@ function deriveBusinessOverview(input: {
       incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
     checked_signal_count: checkedSignalCount,
     missing_signal_families: [
-      "profit_margin",
+      tradingMarginProxy ? "accounting_profit_margin" : "profit_margin",
       debtPosition ? null : "debt_position",
       debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality",
       taxPosition ? null : "tax_position",
@@ -3152,6 +3310,7 @@ function summarizeBusinessOverviewRows(input: {
   outgoingResult: AssistantMcpDiscoveryCoverageAwareQueryResult | null;
   lifecycleResult: AddressMcpQueryExecutorResult | null;
   taxResult: AddressMcpQueryExecutorResult | null;
+  tradingMarginResult: AddressMcpQueryExecutorResult | null;
   receivablesResult: AddressMcpQueryExecutorResult | null;
   payablesResult: AddressMcpQueryExecutorResult | null;
   openContractsResult: AddressMcpQueryExecutorResult | null;
@@ -3171,6 +3330,9 @@ function summarizeBusinessOverviewRows(input: {
   if (input.taxResult && !input.taxResult.error) {
     parts.push(`${input.taxResult.fetched_rows} VAT/tax rows fetched, ${input.taxResult.matched_rows} matched`);
   }
+  if (input.tradingMarginResult && !input.tradingMarginResult.error) {
+    parts.push(`${input.tradingMarginResult.fetched_rows} trading-margin document rows fetched, ${input.tradingMarginResult.matched_rows} matched`);
+  }
   if (input.receivablesResult && !input.receivablesResult.error) {
     parts.push(`${input.receivablesResult.fetched_rows} receivables rows fetched, ${input.receivablesResult.matched_rows} matched`);
   }
@@ -3228,6 +3390,13 @@ function buildBusinessOverviewConfirmedFacts(derived: AssistantMcpDiscoveryDeriv
       `НДС-позиция за ${derived.tax_position.period_scope} подтверждена по книгам продаж/покупок: продажи ${derived.tax_position.sales_vat_amount_human_ru}, покупки/вычеты ${derived.tax_position.purchase_vat_amount_human_ru}, нетто ${taxDirection} ${derived.tax_position.net_vat_amount_human_ru}.`
     );
   }
+  if (derived.trading_margin_proxy) {
+    const proxy = derived.trading_margin_proxy;
+    const marginText = proxy.margin_to_revenue_pct === null ? "не рассчитана" : `${proxy.margin_to_revenue_pct}%`;
+    facts.push(
+      `Торговый margin proxy за ${proxy.period_scope} подтвержден по товарным документам продаж/поступлений: выручка продаж ${proxy.sales_revenue_human_ru}, закупочный документный след ${proxy.purchase_cost_proxy_human_ru}, валовый спред proxy ${proxy.gross_spread_proxy_human_ru}, маржинальность к выручке ${marginText}. Это не чистая прибыль и не бухгалтерский финрезультат.`
+    );
+  }
   if (derived.debt_position) {
     const debtDirection =
       derived.debt_position.net_debt_position_direction === "net_receivable"
@@ -3313,6 +3482,9 @@ function buildBusinessOverviewUnknownFacts(derived: AssistantMcpDiscoveryDerived
     missing.has("profit_margin")
       ? "Прибыль и маржа этим бизнес-обзором не подтверждены: нужны себестоимость, расходы и закрывающие документы."
       : null,
+    missing.has("accounting_profit_margin")
+      ? "Чистая прибыль, бухгалтерская маржа и финрезультат этим бизнес-обзором не подтверждены: торговый proxy показывает только документную разницу продаж и поступлений без расходов, закрытия периода и точной себестоимости продаж."
+      : null,
     missing.has("debt_quality")
       ? "Качество дебиторки/кредиторки этим бизнес-обзором не подтверждено: нужен отдельный долговой срез."
       : null,
@@ -4066,6 +4238,7 @@ export async function executeAssistantMcpDiscoveryPilot(
     let outgoingResult: AssistantMcpDiscoveryCoverageAwareQueryResult | null = null;
     let lifecycleResult: AddressMcpQueryExecutorResult | null = null;
     let taxResult: AddressMcpQueryExecutorResult | null = null;
+    let tradingMarginResult: AddressMcpQueryExecutorResult | null = null;
     let receivablesResult: AddressMcpQueryExecutorResult | null = null;
     let payablesResult: AddressMcpQueryExecutorResult | null = null;
     let openContractsResult: AddressMcpQueryExecutorResult | null = null;
@@ -4074,6 +4247,7 @@ export async function executeAssistantMcpDiscoveryPilot(
     const valueFilters = buildValueFlowFilters(planner);
     const lifecycleFilters = buildLifecycleFilters(planner);
     const taxFilters = buildBusinessOverviewTaxFilters(planner);
+    const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
     const debtFilters = buildBusinessOverviewDebtFilters(planner);
     const inventoryFilters = buildBusinessOverviewInventoryFilters(planner);
     const debtAsOfDate = toNonEmptyString(debtFilters?.as_of_date);
@@ -4084,6 +4258,9 @@ export async function executeAssistantMcpDiscoveryPilot(
     const taxSelection = taxFilters
       ? selectAddressRecipe("vat_liability_confirmed_for_tax_period", taxFilters)
       : null;
+    const tradingMarginSelection = tradingMarginFilters
+      ? selectAddressRecipe("inventory_trading_margin_proxy_for_organization", tradingMarginFilters)
+      : null;
     const receivablesSelection = debtFilters
       ? selectAddressRecipe("receivables_confirmed_as_of_date", debtFilters)
       : null;
@@ -4139,6 +4316,14 @@ export async function executeAssistantMcpDiscoveryPilot(
       pushReason(reasonCodes, "pilot_business_overview_tax_recipe_not_available");
       pushUnique(queryLimitations, "Business overview VAT/tax probe requires an executable tax-period recipe");
     }
+    if (tradingMarginSelection?.selected_recipe) {
+      pushReason(reasonCodes, "pilot_business_overview_trading_margin_recipe_selected");
+    } else if (!tradingMarginFilters) {
+      pushReason(reasonCodes, "pilot_business_overview_trading_margin_probe_skipped_without_explicit_period");
+    } else {
+      pushReason(reasonCodes, "pilot_business_overview_trading_margin_recipe_not_available");
+      pushUnique(queryLimitations, "Business overview trading-margin proxy requires an executable explicit-period purchase/sale document recipe");
+    }
     if (receivablesSelection?.selected_recipe && payablesSelection?.selected_recipe) {
       pushReason(reasonCodes, "pilot_business_overview_debt_recipes_selected");
     } else if (!debtFilters) {
@@ -4326,12 +4511,27 @@ export async function executeAssistantMcpDiscoveryPilot(
         });
         pushUnique(executedPrimitives, step.primitive_id);
         probeResults.push(queryResultToProbeResult(step.primitive_id, lifecycleResult));
+        if (tradingMarginSelection?.selected_recipe) {
+          const tradingMarginPlan = buildAddressRecipePlan(tradingMarginSelection.selected_recipe, tradingMarginFilters!);
+          tradingMarginResult = await runtimeDeps.executeAddressMcpQuery({
+            query: tradingMarginPlan.query,
+            limit: tradingMarginPlan.limit,
+            account_scope: tradingMarginPlan.account_scope
+          });
+          probeResults.push(queryResultToProbeResult(step.primitive_id, tradingMarginResult));
+        }
         if (lifecycleResult.error) {
           pushUnique(queryLimitations, lifecycleResult.error);
           pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_error");
         } else {
           pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_executed");
         }
+        if (tradingMarginResult?.error) {
+          pushUnique(queryLimitations, tradingMarginResult.error);
+          pushReason(reasonCodes, "pilot_business_overview_trading_margin_query_mcp_error");
+        } else if (tradingMarginResult) {
+          pushReason(reasonCodes, "pilot_business_overview_trading_margin_query_mcp_executed");
+        }
         continue;
       }
 
@@ -4344,6 +4544,7 @@ export async function executeAssistantMcpDiscoveryPilot(
       outgoingResult,
       lifecycleResult,
       taxResult,
+      tradingMarginResult,
       receivablesResult,
       payablesResult,
       openContractsResult,
@@ -4365,6 +4566,9 @@ export async function executeAssistantMcpDiscoveryPilot(
       if (derivedBusinessOverview.tax_position) {
         pushReason(reasonCodes, "pilot_derived_business_overview_tax_position_from_confirmed_rows");
       }
+      if (derivedBusinessOverview.trading_margin_proxy) {
+        pushReason(reasonCodes, "pilot_derived_business_overview_trading_margin_proxy_from_confirmed_rows");
+      }
       if (derivedBusinessOverview.debt_position) {
         pushReason(reasonCodes, "pilot_derived_business_overview_debt_position_from_confirmed_rows");
       }
@@ -4383,6 +4587,7 @@ export async function executeAssistantMcpDiscoveryPilot(
       outgoingResult,
       lifecycleResult,
       taxResult,
+      tradingMarginResult,
       receivablesResult,
       payablesResult,
       openContractsResult,

llm_normalizer/backend/src/types/addressQuery.ts

@@ -30,6 +30,7 @@ export type AddressIntent =
   | "inventory_purchase_documents_for_item"
   | "inventory_supplier_stock_overlap_as_of_date"
   | "inventory_sale_trace_for_item"
+  | "inventory_trading_margin_proxy_for_organization"
   | "inventory_profitability_for_item"
   | "inventory_purchase_to_sale_chain"
   | "inventory_aging_by_purchase_date"
@@ -196,6 +197,7 @@ export interface AddressRecipeDefinition {
     | "inventory_purchase_documents_profile"
     | "inventory_supplier_stock_overlap_profile"
     | "inventory_sale_trace_profile"
+    | "inventory_trading_margin_proxy_profile"
     | "inventory_profitability_profile"
     | "inventory_purchase_to_sale_chain_profile"
     | "inventory_aging_by_purchase_date_profile";

llm_normalizer/backend/tests/assistantMcpDiscoveryAnswerAdapter.test.ts

@@ -294,11 +294,22 @@ describe("assistant MCP discovery answer adapter", () => {
             { Регистратор: "VAT_BOOK_PURCHASES", СчетДт: "19", Сумма: 12000 }
           ]
         },
+        { rows: [] },
+        { rows: [] },
+        { rows: [] },
+        { rows: [] },
+        { rows: [] },
         {
           rows: [
             { Период: "2020-01-15T00:00:00", Регистратор: "Поступление 1" },
             { Период: "2020-12-15T00:00:00", Регистратор: "Поступление 2" }
           ]
+        },
+        {
+          rows: [
+            { Period: "2020-03-01T00:00:00", Amount: 200000, Item: "Товар А", Counterparty: "Клиент А", СчетКт: "41.01" },
+            { Period: "2020-02-01T00:00:00", Amount: 120000, Item: "Товар А", Counterparty: "Поставщик А", СчетДт: "41.01" }
+          ]
         }
       ])
     );
@@ -306,12 +317,20 @@ describe("assistant MCP discovery answer adapter", () => {
     const draft = buildAssistantMcpDiscoveryAnswerDraft(pilot);
 
     expect(draft.headline).toContain("НДС-позиция");
+    expect(draft.headline).toContain("торговый margin proxy");
     expect(draft.confirmed_lines.join("\n")).toContain("НДС-позиция за 2020");
     expect(draft.confirmed_lines.join("\n")).toContain("нетто к уплате 28 000 руб.");
+    expect(draft.confirmed_lines.join("\n")).toContain("Торговый margin proxy за 2020");
+    expect(draft.confirmed_lines.join("\n")).toContain("валовый спред proxy 80 000 руб.");
+    expect(draft.confirmed_lines.join("\n")).toContain("не чистая прибыль");
+    expect(draft.inference_lines.join("\n")).toContain("торговый спред proxy 80 000 руб.");
     expect(draft.inference_lines.join("\n")).toContain("не прибыль и не маржа");
+    expect(draft.unknown_lines.join("\n")).toContain("Чистая прибыль");
     expect(draft.unknown_lines.join("\n")).not.toContain("Налоговая/VAT-позиция");
     expect(draft.reason_codes).toContain("answer_contains_business_overview_tax_position");
+    expect(draft.reason_codes).toContain("answer_contains_business_overview_trading_margin_proxy");
     expect(draft.must_not_claim).toContain("Do not present business overview cash-flow spread as profit or margin.");
+    expect(draft.must_not_claim).toContain("Do not present business overview trading-margin proxy as clean profit, accounting financial result, or exact cost-of-sales margin.");
   });
 
   it("surfaces checked debt-position and open-settlement quality without treating them as overdue debt", async () => {

llm_normalizer/backend/tests/assistantMcpDiscoveryPilotExecutor.test.ts

@@ -151,6 +151,12 @@ describe("assistant MCP discovery pilot executor", () => {
           { Период: "2020-01-15T00:00:00", Регистратор: "Поступление 1" },
           { Период: "2020-12-15T00:00:00", Регистратор: "Поступление 2" }
         ]
+      },
+      {
+        rows: [
+          { Period: "2020-03-01T00:00:00", Amount: 200000, Item: "Товар А", Counterparty: "Клиент А", СчетКт: "41.01" },
+          { Period: "2020-02-01T00:00:00", Amount: 120000, Item: "Товар А", Counterparty: "Поставщик А", СчетДт: "41.01" }
+        ]
       }
     ]);
 
@@ -251,6 +257,12 @@ describe("assistant MCP discovery pilot executor", () => {
           { Период: "2020-01-15T00:00:00", Регистратор: "Поступление 1" },
           { Период: "2020-12-15T00:00:00", Регистратор: "Поступление 2" }
         ]
+      },
+      {
+        rows: [
+          { Period: "2020-03-01T00:00:00", Amount: 200000, Item: "Товар А", Counterparty: "Клиент А", AccountKt: "41.01" },
+          { Period: "2020-02-01T00:00:00", Amount: 120000, Item: "Товар А", Counterparty: "Поставщик А", AccountDt: "41.01" }
+        ]
       }
     ]);
 
@@ -266,15 +278,96 @@ describe("assistant MCP discovery pilot executor", () => {
       net_vat_amount: 28000,
       net_vat_direction: "vat_to_pay"
     });
+    expect(result.derived_business_overview?.trading_margin_proxy).toMatchObject({
+      period_scope: "2020",
+      sales_rows_with_amount: 1,
+      purchase_rows_with_amount: 1,
+      sales_revenue: 200000,
+      purchase_cost_proxy: 120000,
+      gross_spread_proxy: 80000,
+      margin_to_revenue_pct: 40
+    });
     expect(result.derived_business_overview?.missing_signal_families).not.toContain("tax_position");
+    expect(result.derived_business_overview?.missing_signal_families).not.toContain("profit_margin");
+    expect(result.derived_business_overview?.missing_signal_families).toContain("accounting_profit_margin");
     expect(result.evidence.confirmed_facts.join("\n")).toContain("НДС-позиция за 2020 подтверждена");
+    expect(result.evidence.confirmed_facts.join("\n")).toContain("Торговый margin proxy за 2020");
+    expect(result.evidence.unknown_facts.join("\n")).toContain("Чистая прибыль");
     expect(result.evidence.unknown_facts.join("\n")).not.toContain("Налоговая/VAT-позиция этим бизнес-обзором не подтверждена");
     expect(result.reason_codes).toContain("pilot_business_overview_tax_query_mcp_executed");
     expect(result.reason_codes).toContain("pilot_derived_business_overview_tax_position_from_confirmed_rows");
-    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(9);
+    expect(result.reason_codes).toContain("pilot_business_overview_trading_margin_query_mcp_executed");
+    expect(result.reason_codes).toContain("pilot_derived_business_overview_trading_margin_proxy_from_confirmed_rows");
+    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(10);
     const taxCall = deps.executeAddressMcpQuery.mock.calls[2]?.[0];
+    const tradingMarginCall = deps.executeAddressMcpQuery.mock.calls[9]?.[0];
     expect(String(taxCall?.query ?? "")).toContain("НДСЗаписиКнигиПродаж");
     expect(String(taxCall?.query ?? "")).toContain("НДСЗаписиКнигиПокупок");
+    expect(String(tradingMarginCall?.query ?? "")).toContain("Документ.РеализацияТоваровУслуг.Товары");
+    expect(String(tradingMarginCall?.query ?? "")).toContain("Документ.ПоступлениеТоваровУслуг.Товары");
+  });
+
+  it("keeps negative trading-margin proxy signed instead of reporting an absolute spread", async () => {
+    const planner = planAssistantMcpDiscovery({
+      dataNeedGraph: {
+        schema_version: "assistant_data_need_graph_v1",
+        policy_owner: "assistantMcpDiscoveryDataNeedGraph",
+        subject_candidates: [],
+        business_fact_family: "business_overview",
+        action_family: "broad_evaluation",
+        aggregation_need: null,
+        time_scope_need: "explicit_period",
+        comparison_need: null,
+        ranking_need: null,
+        proof_expectation: "bounded_inference",
+        clarification_gaps: [],
+        decomposition_candidates: [
+          "collect_scoped_movements",
+          "aggregate_checked_amounts",
+          "aggregate_ranked_axis_values",
+          "fetch_supporting_documents",
+          "probe_coverage",
+          "explain_evidence_basis"
+        ],
+        forbidden_overclaim_flags: ["no_raw_model_claims", "no_profit_or_margin_claim_without_evidence"],
+        reason_codes: ["data_need_graph_built", "data_need_graph_family_business_overview"]
+      },
+      turnMeaning: {
+        asked_domain_family: "business_overview",
+        asked_action_family: "broad_evaluation",
+        explicit_organization_scope: "ООО Альтернатива Плюс",
+        explicit_date_scope: "2020"
+      }
+    });
+    const deps = buildSequentialDeps([
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      { rows: [] },
+      {
+        rows: [
+          { Period: "2020-03-01T00:00:00", Amount: 100000, Item: "Товар А", Counterparty: "Клиент А", AccountKt: "41.01" },
+          { Period: "2020-02-01T00:00:00", Amount: 150000, Item: "Товар А", Counterparty: "Поставщик А", AccountDt: "41.01" }
+        ]
+      }
+    ]);
+
+    const result = await executeAssistantMcpDiscoveryPilot(planner, deps);
+
+    expect(result.derived_business_overview?.trading_margin_proxy).toMatchObject({
+      sales_revenue: 100000,
+      purchase_cost_proxy: 150000,
+      gross_spread_proxy: -50000,
+      gross_spread_proxy_human_ru: "-50 000 руб.",
+      margin_to_revenue_pct: -50
+    });
+    expect(result.evidence.confirmed_facts.join("\n")).toContain("валовый спред proxy -50 000 руб.");
+    expect(result.evidence.confirmed_facts.join("\n")).toContain("не чистая прибыль");
   });
 
   it("adds a checked debt-position family to business overview only as an as-of-date snapshot", async () => {
@@ -337,7 +430,8 @@ describe("assistant MCP discovery pilot executor", () => {
           { Period: "2020-01-15T00:00:00", Registrator: "Поступление 1" },
           { Period: "2020-12-15T00:00:00", Registrator: "Поступление 2" }
         ]
-      }
+      },
+      { rows: [] }
     ]);
 
     const result = await executeAssistantMcpDiscoveryPilot(planner, deps);
@@ -393,7 +487,7 @@ describe("assistant MCP discovery pilot executor", () => {
     expect(result.reason_codes).toContain("pilot_business_overview_open_contracts_query_mcp_executed");
     expect(result.reason_codes).toContain("pilot_derived_business_overview_open_settlement_quality_from_confirmed_rows");
     expect(result.reason_codes).toContain("pilot_derived_business_overview_debt_age_signal_from_contract_dates");
-    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(9);
+    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(10);
     const receivablesCall = deps.executeAddressMcpQuery.mock.calls[3]?.[0];
     const payablesCall = deps.executeAddressMcpQuery.mock.calls[4]?.[0];
     const openContractsCall = deps.executeAddressMcpQuery.mock.calls[5]?.[0];
@@ -458,7 +552,8 @@ describe("assistant MCP discovery pilot executor", () => {
           { Period: "2020-01-15T00:00:00", Registrator: "Поступление 1" },
           { Period: "2020-12-15T00:00:00", Registrator: "Поступление 2" }
         ]
-      }
+      },
+      { rows: [] }
     ]);
 
     const result = await executeAssistantMcpDiscoveryPilot(planner, deps);
@@ -490,7 +585,7 @@ describe("assistant MCP discovery pilot executor", () => {
     expect(result.evidence.unknown_facts.join("\n")).toContain("оборачиваемость");
     expect(result.reason_codes).toContain("pilot_business_overview_inventory_query_mcp_executed");
     expect(result.reason_codes).toContain("pilot_derived_business_overview_inventory_position_from_confirmed_rows");
-    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(9);
+    expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(10);
     const inventoryCall = deps.executeAddressMcpQuery.mock.calls[6]?.[0];
     expect(inventoryCall?.account_scope).toContain("41.01");
   });