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;