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

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";