From 284b2019122eb0e8ebcba378aa81534db347a332 Mon Sep 17 00:00:00 2001
From: dctouch <support@dctouch.ru>
Date: Sat, 2 May 2026 00:09:28 +0300
Subject: [PATCH] =?UTF-8?q?=D0=97=D0=B0=D0=BF=D1=83=D1=81=D1=82=D0=B8?=
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 =?UTF-8?q?=D0=B7=20=D0=B1=D0=B8=D0=B7=D0=BD=D0=B5=D1=81-=D0=BE=D0=B1?=
 =?UTF-8?q?=D0=B7=D0=BE=D1=80=20=D0=BA=D0=BE=D0=BC=D0=BF=D0=B0=D0=BD=D0=B8?=
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MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
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---
 .../21 - current_status_canon_2026-05-01.md   |  12 +-
 ...rld_bounded_autonomy_breadth_2026-05-01.md | 101 +++++++++
 .../11 - architecture_turnaround/README.md    |   9 +-
 .../services/assistantMemoryRecapPolicy.js    | 149 ++++++++++++-
 .../services/assistantTurnMeaningPolicy.js    |   2 +-
 .../services/assistantMemoryRecapPolicy.ts    | 200 +++++++++++++++++-
 .../services/assistantTurnMeaningPolicy.ts    |   2 +-
 .../assistantLivingChatRuntimeAdapter.test.ts |   3 +
 .../tests/assistantTurnMeaningPolicy.test.ts  |  16 ++
 9 files changed, 477 insertions(+), 17 deletions(-)
 create mode 100644 docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md

diff --git a/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md b/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md
index c28aa63..de04350 100644
--- a/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md	
+++ b/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md	
@@ -13,7 +13,8 @@ If another document says `78%`, `87%`, `92%`, or `85%` for a module that is now
 - `Post-F Semantic Integrity Hardening`: `99%`, operationally closed as a hardening slice and now used as a regression gate.
 - `Inventory Stock Open-World Breadth Proof`: `100%` for the declared inventory-stock scenario pack, not for arbitrary inventory questions.
 - `Planner Autonomy Consolidation`: `100%` for the declared phase83 planner-brain slice, including catalog alignment, live-readiness gating, checked-source sanitation, and accepted mixed replay.
-- Active next pressure: broader `Open-World Bounded Autonomy Breadth` over unfamiliar 1C asks, while keeping Post-F and phase83 as regression gates.
+- Active next module: broader `Open-World Bounded Autonomy Breadth` over unfamiliar 1C asks, while keeping Post-F and phase83 as regression gates.
+- First active slice: `Business Overview Evidence Fusion`, tracked in `22 - open_world_bounded_autonomy_breadth_2026-05-01.md`.
 
 ## Reporting Rule
 
@@ -70,9 +71,10 @@ For current planning, read:
 
 1. `README.md`
 2. this document
-3. `20 - planner_autonomy_consolidation_2026-05-01.md`
-4. `19 - inventory_stock_open_world_breadth_proof_2026-05-01.md`
-5. `17 - post_f_semantic_integrity_hardening_2026-04-23.md`
-6. `16 - data_need_graph_and_open_world_mcp_plan_2026-04-22.md`
+3. `22 - open_world_bounded_autonomy_breadth_2026-05-01.md`
+4. `20 - planner_autonomy_consolidation_2026-05-01.md`
+5. `19 - inventory_stock_open_world_breadth_proof_2026-05-01.md`
+6. `17 - post_f_semantic_integrity_hardening_2026-04-23.md`
+7. `16 - data_need_graph_and_open_world_mcp_plan_2026-04-22.md`
 
 Documents `01` through `15` remain valuable, but mostly as the historical architecture trail.
diff --git a/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md b/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md
new file mode 100644
index 0000000..3aa8935
--- /dev/null
+++ b/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md	
@@ -0,0 +1,101 @@
+# 22 - Open-World Bounded Autonomy Breadth (2026-05-01)
+
+## Purpose
+
+This note opens the next active module after:
+
+- Post-F Semantic Integrity Hardening operational closure;
+- inventory-stock bounded breadth proof;
+- Planner Autonomy Consolidation phase83 closure.
+
+The goal is not to reopen those slices.
+
+The goal is to grow the assistant from reviewed route families toward broader bounded 1C autonomy:
+
+`user business ask -> data-need graph -> catalog route fabric -> reviewed MCP evidence -> truth gate -> useful analyst answer`
+
+## Entry Baseline
+
+Already closed and kept as regression gates:
+
+- Post-F semantic integrity: explicit current-turn meaning beats stale scope, stale focus object, and wrong post-pivot arbitration.
+- Planner phase83: selected chain must align with reviewed catalog templates and replay artifacts must expose that alignment.
+- Inventory breadth proof: a domain scenario tree can be accepted only through user-facing business correctness, not route labels alone.
+
+The current active pressure is:
+
+- unfamiliar or broad human 1C asks still need more bounded breadth;
+- broad business questions must become evidence-guided analyst answers, not generic chat summaries;
+- new capabilities must grow through reusable data-need and catalog surfaces, not one-off prompt patches.
+
+## Slice 1 - Business Overview Evidence Fusion
+
+User-facing trigger examples:
+
+- `Как ты оценишь деятельность компании?`
+- `Дай полный анализ компании`
+- `Сделай LLM-аудит бизнеса`
+- `Что думаешь о компании в целом?`
+
+### Problem
+
+Before this slice, broad business evaluation was protected from stale lifecycle replay, but it could still be too thin:
+
+- it summarized context, but did not consistently surface confirmed metrics;
+- it did not clearly separate cash-flow signals from profit/margin claims;
+- it could under-answer when the user expected a mature analyst-style company overview.
+
+### Current Implementation Boundary
+
+The first implementation step is intentionally bounded:
+
+- it does not invent fresh facts;
+- it fuses already-confirmed MCP/session evidence from recent grounded answers;
+- it recognizes broader company-analysis wording as `broad_business_evaluation`;
+- it extracts useful analyst signals from confirmed value-flow, bidirectional net-flow, ranking, lifecycle, and inventory evidence;
+- it states that profit, margin, debt quality, and full company health remain unproved unless corresponding evidence exists.
+
+This is not yet the final automatic multi-probe company-analysis chain.
+
+It is the safe first slice: better user-facing business overview without bypassing evidence gates.
+
+### Runtime Contract
+
+When this bridge answers, it must:
+
+- start with a direct business summary;
+- list confirmed metrics separately from interpretation;
+- call out cash-flow direction and net spread only as cash evidence, not as profit;
+- mention top counterparty/customer only when a ranked value-flow evidence slice exists;
+- keep profit/margin/debt/VAT as explicit missing evidence when not checked;
+- avoid raw MCP, planner, catalog, route, primitive, or debug wording.
+
+### Next Slice
+
+Promote this bridge into a real planner route:
+
+- add a reviewed `business_overview` catalog chain template;
+- let the data-need graph model broad evaluation as a composed evidence need;
+- run bounded fresh probes for year turnover, top customers, incoming/outgoing/net flow, debt, VAT, and inventory context where available;
+- return a layered analyst answer with exact evidence, bounded inference, unknowns, and recommended next probes.
+
+## Acceptance Signals
+
+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;
+- Post-F stale-scope and phase83 catalog-alignment canaries remain green.
+
+## Validation
+
+Initial local validation:
+
+- `npm.cmd test -- assistantTurnMeaningPolicy.test.ts assistantLivingChatRuntimeAdapter.test.ts`: passed `20/20`.
+- `npm.cmd test -- assistantTurnMeaningPolicy.test.ts assistantLivingChatRuntimeAdapter.test.ts assistantRoutePolicy.test.ts assistantMcpDiscoveryResponsePolicy.test.ts`: passed `56/56`.
+- `npm.cmd run build`: passed.
+- graphify rebuild: `5977 nodes`, `12983 edges`, `137 communities`.
+
+Graphify must be rebuilt after this code/doc slice before commit.
diff --git a/docs/ARCH/11 - architecture_turnaround/README.md b/docs/ARCH/11 - architecture_turnaround/README.md
index 9337de1..d72d942 100644
--- a/docs/ARCH/11 - architecture_turnaround/README.md	
+++ b/docs/ARCH/11 - architecture_turnaround/README.md	
@@ -39,6 +39,7 @@ This package answers the next question:
 19. [19 - inventory_stock_open_world_breadth_proof_2026-05-01.md](./19%20-%20inventory_stock_open_world_breadth_proof_2026-05-01.md)
 20. [20 - planner_autonomy_consolidation_2026-05-01.md](./20%20-%20planner_autonomy_consolidation_2026-05-01.md)
 21. [21 - current_status_canon_2026-05-01.md](./21%20-%20current_status_canon_2026-05-01.md)
+22. [22 - open_world_bounded_autonomy_breadth_2026-05-01.md](./22%20-%20open_world_bounded_autonomy_breadth_2026-05-01.md)
 
 ## Current Status Snapshot (2026-05-01)
 
@@ -48,7 +49,8 @@ Status canon for planning:
 
 - Post-F Semantic Integrity Hardening is operationally closed at `99%` and should now be used as a regression gate, not as the active module denominator.
 - Planner Autonomy Consolidation is closed at `100%` for the declared phase83 planner-brain slice.
-- The active next pressure is broader `Open-World Bounded Autonomy Breadth` over unfamiliar 1C asks, with Post-F and phase83 retained as semantic canaries.
+- The active next module is now `Open-World Bounded Autonomy Breadth` over unfamiliar 1C asks, with Post-F and phase83 retained as semantic canaries.
+- The first active slice is `Business Overview Evidence Fusion`: broad company-analysis wording now produces a richer evidence-grounded business overview from confirmed MCP/session facts instead of a thin generic summary.
 - 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:
@@ -113,10 +115,11 @@ Current honest status:
 - pre-multidomain readiness: `~90%`
 - bounded-autonomy foundation readiness: `~89%`
 - open-world bounded-autonomy readiness: `~85%`
+- active Open-World Bounded Autonomy Breadth progress: `~12%`, with the first business-overview evidence-fusion slice started and locally tested; fresh multi-probe planner route is 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: `5974 nodes`, `12974 edges`, `138 communities`
+- graph snapshot after latest rebuild: `5977 nodes`, `12983 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;
@@ -205,6 +208,7 @@ For the detailed audit, current percentages, and remaining debt, read:
 - [19 - inventory_stock_open_world_breadth_proof_2026-05-01.md](./19%20-%20inventory_stock_open_world_breadth_proof_2026-05-01.md)
 - [20 - planner_autonomy_consolidation_2026-05-01.md](./20%20-%20planner_autonomy_consolidation_2026-05-01.md)
 - [21 - current_status_canon_2026-05-01.md](./21%20-%20current_status_canon_2026-05-01.md)
+- [22 - open_world_bounded_autonomy_breadth_2026-05-01.md](./22%20-%20open_world_bounded_autonomy_breadth_2026-05-01.md)
 
 ## Architectural Objects Of Planning
 
@@ -244,6 +248,7 @@ Read in this order:
 20. `19 - inventory_stock_open_world_breadth_proof_2026-05-01.md`
 21. `20 - planner_autonomy_consolidation_2026-05-01.md`
 22. `21 - current_status_canon_2026-05-01.md`
+23. `22 - open_world_bounded_autonomy_breadth_2026-05-01.md`
 
 ## Planning Rules
 
diff --git a/llm_normalizer/backend/dist/services/assistantMemoryRecapPolicy.js b/llm_normalizer/backend/dist/services/assistantMemoryRecapPolicy.js
index b0f21f1..eff45a9 100644
--- a/llm_normalizer/backend/dist/services/assistantMemoryRecapPolicy.js
+++ b/llm_normalizer/backend/dist/services/assistantMemoryRecapPolicy.js
@@ -291,6 +291,136 @@ function collectRecentRecapFacts(input) {
     }
     return facts.reverse();
 }
+function parseHumanMoney(value) {
+    const text = String(value ?? "")
+        .replace(/[^\d,.\-]/g, "")
+        .replace(/\s+/g, "")
+        .replace(",", ".");
+    if (!text) {
+        return null;
+    }
+    const parsed = Number(text);
+    return Number.isFinite(parsed) ? parsed : null;
+}
+function pushBusinessLine(target, value) {
+    const text = String(value ?? "").trim();
+    if (text && !target.includes(text)) {
+        target.push(text);
+    }
+}
+function collectBusinessEvaluationEvidence(input) {
+    const sessionItems = Array.isArray(input.sessionItems) ? input.sessionItems : [];
+    const currentOrganizationKey = normalizeRecapIdentity(input.organization);
+    const confirmedLines = [];
+    const interpretationLines = [];
+    let hasRanking = false;
+    let hasNet = false;
+    let moneySignalCount = 0;
+    for (let index = sessionItems.length - 1; index >= 0; index -= 1) {
+        const item = sessionItems[index];
+        if (!item || item.role !== "assistant" || !item.debug || typeof item.debug !== "object") {
+            continue;
+        }
+        if (!(0, assistantContinuityPolicy_1.isGroundedAddressDebug)(item.debug, input.toNonEmptyString)) {
+            continue;
+        }
+        const debugContext = (0, assistantContinuityPolicy_1.resolveAddressDebugContextFacts)(item.debug, input.toNonEmptyString);
+        const debugOrganizationKey = normalizeRecapIdentity(debugContext.organization);
+        if (currentOrganizationKey && debugOrganizationKey && debugOrganizationKey !== currentOrganizationKey) {
+            continue;
+        }
+        const discoveryEntry = toRecordObject(item.debug.assistant_mcp_discovery_entry_point_v1);
+        const bridge = toRecordObject(discoveryEntry?.bridge);
+        const pilot = toRecordObject(bridge?.pilot);
+        const pilotScope = (0, assistantContinuityPolicy_1.readAssistantMcpDiscoveryPilotScope)(item.debug, input.toNonEmptyString);
+        if (!pilot) {
+            continue;
+        }
+        const rankedFlow = toRecordObject(pilot.derived_ranked_value_flow);
+        if (rankedFlow) {
+            const rankedValues = Array.isArray(rankedFlow.ranked_values) ? rankedFlow.ranked_values : [];
+            const leader = toRecordObject(rankedValues[0]);
+            const leaderName = input.toNonEmptyString(leader?.axis_value);
+            const leaderAmount = input.toNonEmptyString(leader?.total_amount_human_ru);
+            const period = input.toNonEmptyString(rankedFlow.period_scope);
+            const periodPart = period ? ` за ${period}` : "";
+            if (leaderName && leaderAmount) {
+                pushBusinessLine(confirmedLines, `Топ-контрагент по подтвержденному денежному срезу${periodPart}: ${leaderName} - ${leaderAmount}.`);
+                hasRanking = true;
+                moneySignalCount += 1;
+            }
+        }
+        const bidirectionalFlow = toRecordObject(pilot.derived_bidirectional_value_flow);
+        if (bidirectionalFlow) {
+            const incoming = toRecordObject(bidirectionalFlow.incoming_customer_revenue);
+            const outgoing = toRecordObject(bidirectionalFlow.outgoing_supplier_payout);
+            const incomingAmount = input.toNonEmptyString(incoming?.total_amount_human_ru);
+            const outgoingAmount = input.toNonEmptyString(outgoing?.total_amount_human_ru);
+            const netAmount = input.toNonEmptyString(bidirectionalFlow.net_amount_human_ru);
+            const period = input.toNonEmptyString(bidirectionalFlow.period_scope);
+            const periodPart = period ? ` за ${period}` : "";
+            if (incomingAmount && outgoingAmount && netAmount) {
+                pushBusinessLine(confirmedLines, `Денежный поток${periodPart}: получили ${incomingAmount}, заплатили ${outgoingAmount}, расчетное нетто ${netAmount}.`);
+                const incomingNumber = parseHumanMoney(incomingAmount);
+                const outgoingNumber = parseHumanMoney(outgoingAmount);
+                const netNumber = parseHumanMoney(netAmount);
+                if (incomingNumber && outgoingNumber !== null && netNumber !== null) {
+                    const spreadPercent = Math.abs(netNumber) / Math.max(Math.abs(incomingNumber), 1);
+                    const spreadLabel = `${Math.round(spreadPercent * 100)}%`;
+                    if (spreadPercent < 0.1) {
+                        pushBusinessLine(interpretationLines, `Обороты есть, но денежный спред узкий: нетто около ${spreadLabel} от входящего потока. Это не прибыль, но сигнал, что маржу надо проверять отдельно.`);
+                    }
+                    else if (netNumber > 0) {
+                        pushBusinessLine(interpretationLines, `Денежный поток в проверенном срезе положительный: нетто около ${spreadLabel} от входящего потока. Это хороший cash-flow сигнал, но не доказанная прибыль.`);
+                    }
+                    else {
+                        pushBusinessLine(interpretationLines, `Денежный поток в проверенном срезе отрицательный: исходящие платежи выше входящих примерно на ${spreadLabel} от входящего потока. Нужна проверка причин и структуры расходов.`);
+                    }
+                }
+                hasNet = true;
+                moneySignalCount += 1;
+            }
+        }
+        const valueFlow = toRecordObject(pilot.derived_value_flow);
+        if (valueFlow) {
+            const amount = input.toNonEmptyString(valueFlow.total_amount_human_ru);
+            const period = input.toNonEmptyString(valueFlow.period_scope);
+            const direction = String(valueFlow.value_flow_direction ?? "");
+            const periodPart = period ? ` за ${period}` : "";
+            if (amount) {
+                pushBusinessLine(confirmedLines, direction === "outgoing_supplier_payout"
+                    ? `Исходящий денежный поток${periodPart}: ${amount}.`
+                    : `Входящий денежный поток${periodPart}: ${amount}.`);
+                moneySignalCount += 1;
+            }
+        }
+        const activityPeriod = toRecordObject(pilot.derived_activity_period);
+        if (pilotScope === "counterparty_lifecycle_query_documents_v1" && activityPeriod) {
+            const duration = input.toNonEmptyString(activityPeriod.duration_human_ru);
+            const first = input.toNonEmptyString(activityPeriod.first_activity_date);
+            const latest = input.toNonEmptyString(activityPeriod.latest_activity_date);
+            if (duration) {
+                pushBusinessLine(confirmedLines, `Подтвержденная активность в 1С: примерно ${duration}${first && latest ? ` (${first} - ${latest})` : ""}.`);
+            }
+        }
+        if (pilotScope === "inventory_route_template_v1") {
+            pushBusinessLine(confirmedLines, "Есть проверенный складской/товарный срез; его можно использовать как операционный контекст, но не как финансовую прибыль.");
+        }
+    }
+    if (hasRanking) {
+        pushBusinessLine(interpretationLines, "По клиентской базе уже виден лидер, но концентрацию выручки надо проверять отдельным рейтингом и долями, а не одной строкой.");
+    }
+    if (moneySignalCount > 0 && !hasNet) {
+        pushBusinessLine(interpretationLines, "Денежный контур частично подтвержден, но без входящие-вс-исходящие нельзя честно говорить о чистом денежном эффекте.");
+    }
+    return {
+        confirmedLines: confirmedLines.slice(0, 6),
+        interpretationLines: interpretationLines.slice(0, 5),
+        hasRanking,
+        hasNet,
+        moneySignalCount
+    };
+}
 function buildAddressMemoryRecapReply(input) {
     const contextFacts = (0, assistantContinuityPolicy_1.resolveAddressDebugContextFacts)(input.addressDebug, input.toNonEmptyString);
     const item = contextFacts.item;
@@ -363,10 +493,17 @@ function buildBroadBusinessEvaluationReply(input) {
         limit: 5
     });
     const organizationPart = organization ? ` по компании «${organization}»` : "";
-    if (recapFacts.length > 0) {
-        const moneyFactCount = recapFacts.filter((fact) => /(?:денежн|нетто|поступлен|платеж|рейтинг|клиент|выруч|оборот|заплатили|получили)/iu.test(fact)).length;
-        const hasRankingFact = recapFacts.some((fact) => /(?:рейтинг|клиент|единственного клиента)/iu.test(fact));
-        const hasNetFact = recapFacts.some((fact) => /нетто/iu.test(fact));
+    const businessEvidence = collectBusinessEvaluationEvidence({
+        sessionItems: input.sessionItems,
+        organization,
+        toNonEmptyString: input.toNonEmptyString
+    });
+    const hasBusinessEvidence = businessEvidence.confirmedLines.length > 0;
+    if (recapFacts.length > 0 || hasBusinessEvidence) {
+        const moneyFactCount = recapFacts.filter((fact) => /(?:денежн|нетто|поступлен|платеж|рейтинг|клиент|выруч|оборот|заплатили|получили)/iu.test(fact)).length + businessEvidence.moneySignalCount;
+        const hasRankingFact = businessEvidence.hasRanking ||
+            recapFacts.some((fact) => /(?:рейтинг|клиент|единственного клиента)/iu.test(fact));
+        const hasNetFact = businessEvidence.hasNet || recapFacts.some((fact) => /нетто/iu.test(fact));
         const auditLines = [
             moneyFactCount > 0
                 ? "- Денежный контур уже выглядит операционно значимым: есть подтвержденные поступления, платежи или клиентские срезы."
@@ -382,7 +519,11 @@ function buildBroadBusinessEvaluationReply(input) {
             `Коротко: по уже подтвержденным срезам 1С${organizationPart} компания выглядит операционно живой; это предварительная оценка бизнеса, а для взрослого вывода еще нужны прибыль, маржа и долги.`,
             "Что уже видно:",
             ...recapFacts.map((fact) => `- ${ensureSentence(fact)}`),
+            ...(businessEvidence.confirmedLines.length > 0
+                ? ["Подтвержденные метрики:", ...businessEvidence.confirmedLines.map((fact) => `- ${ensureSentence(fact)}`)]
+                : []),
             "Предварительный LLM-аудит:",
+            ...businessEvidence.interpretationLines.map((fact) => `- ${ensureSentence(fact)}`),
             ...auditLines,
             "Что добрать для полной оценки: обороты по годам, топ клиентов, входящие/исходящие деньги, дебиторку/кредиторку, НДС и признаки маржинальности."
         ].join("\n");
diff --git a/llm_normalizer/backend/dist/services/assistantTurnMeaningPolicy.js b/llm_normalizer/backend/dist/services/assistantTurnMeaningPolicy.js
index a03ba27..0633719 100644
--- a/llm_normalizer/backend/dist/services/assistantTurnMeaningPolicy.js
+++ b/llm_normalizer/backend/dist/services/assistantTurnMeaningPolicy.js
@@ -117,7 +117,7 @@ function detectBroadBusinessEvaluation(text) {
     if (!normalized) {
         return null;
     }
-    if (/(?:как\s+ты\s+оценишь\s+деятельност[ьи]\s+компан|оценк[аи]?\s+деятельност[ьи]\s+компан|что\s+у\s+нас\s+вообще\s+происход|где\s+главн(?:ые|ый)\s+риски|как\s+у\s+нас\s+дела\s+по\s+компан)/iu.test(normalized)) {
+    if (/(?:как\s+ты\s+оценишь\s+деятельност[ьи]\s+компан|оценк[аи]?\s+деятельност[ьи]\s+компан|оцени\s+(?:компан|бизнес|деятельност)|(?:полный|сводный|нормальн\w*|взросл\w*)\s+анализ\s+(?:компан|бизнес|деятельност)|проанализируй\s+(?:компан|бизнес|деятельност)|(?:что\s+думаешь|какое\s+мнение)\s+(?:о|по)\s+(?:компан|бизнес)|(?:llm[-\s]?)?аудит\s+(?:компан|бизнес)|что\s+у\s+нас\s+вообще\s+происход|где\s+главн(?:ые|ый)\s+риски|как\s+у\s+нас\s+дела\s+по\s+компан)/iu.test(normalized)) {
         return {
             family: "broad_business_evaluation"
         };
diff --git a/llm_normalizer/backend/src/services/assistantMemoryRecapPolicy.ts b/llm_normalizer/backend/src/services/assistantMemoryRecapPolicy.ts
index 2f6cd3f..53c594d 100644
--- a/llm_normalizer/backend/src/services/assistantMemoryRecapPolicy.ts
+++ b/llm_normalizer/backend/src/services/assistantMemoryRecapPolicy.ts
@@ -378,6 +378,186 @@ function collectRecentRecapFacts(input: {
   return facts.reverse();
 }
 
+function parseHumanMoney(value: unknown): number | null {
+  const text = String(value ?? "")
+    .replace(/[^\d,.\-]/g, "")
+    .replace(/\s+/g, "")
+    .replace(",", ".");
+  if (!text) {
+    return null;
+  }
+  const parsed = Number(text);
+  return Number.isFinite(parsed) ? parsed : null;
+}
+
+function pushBusinessLine(target: string[], value: string | null): void {
+  const text = String(value ?? "").trim();
+  if (text && !target.includes(text)) {
+    target.push(text);
+  }
+}
+
+function collectBusinessEvaluationEvidence(input: {
+  sessionItems?: unknown[];
+  organization: string | null;
+  toNonEmptyString: (value: unknown) => string | null;
+}): {
+  confirmedLines: string[];
+  interpretationLines: string[];
+  hasRanking: boolean;
+  hasNet: boolean;
+  moneySignalCount: number;
+} {
+  const sessionItems = Array.isArray(input.sessionItems) ? input.sessionItems : [];
+  const currentOrganizationKey = normalizeRecapIdentity(input.organization);
+  const confirmedLines: string[] = [];
+  const interpretationLines: string[] = [];
+  let hasRanking = false;
+  let hasNet = false;
+  let moneySignalCount = 0;
+
+  for (let index = sessionItems.length - 1; index >= 0; index -= 1) {
+    const item = sessionItems[index] as { role?: string; debug?: Record<string, unknown> } | null;
+    if (!item || item.role !== "assistant" || !item.debug || typeof item.debug !== "object") {
+      continue;
+    }
+    if (!isGroundedAddressDebug(item.debug, input.toNonEmptyString)) {
+      continue;
+    }
+    const debugContext = resolveAddressDebugContextFacts(item.debug, input.toNonEmptyString);
+    const debugOrganizationKey = normalizeRecapIdentity(debugContext.organization);
+    if (currentOrganizationKey && debugOrganizationKey && debugOrganizationKey !== currentOrganizationKey) {
+      continue;
+    }
+
+    const discoveryEntry = toRecordObject(item.debug.assistant_mcp_discovery_entry_point_v1);
+    const bridge = toRecordObject(discoveryEntry?.bridge);
+    const pilot = toRecordObject(bridge?.pilot);
+    const pilotScope = readAssistantMcpDiscoveryPilotScope(item.debug, input.toNonEmptyString);
+    if (!pilot) {
+      continue;
+    }
+
+    const rankedFlow = toRecordObject(pilot.derived_ranked_value_flow);
+    if (rankedFlow) {
+      const rankedValues = Array.isArray(rankedFlow.ranked_values) ? rankedFlow.ranked_values : [];
+      const leader = toRecordObject(rankedValues[0]);
+      const leaderName = input.toNonEmptyString(leader?.axis_value);
+      const leaderAmount = input.toNonEmptyString(leader?.total_amount_human_ru);
+      const period = input.toNonEmptyString(rankedFlow.period_scope);
+      const periodPart = period ? ` за ${period}` : "";
+      if (leaderName && leaderAmount) {
+        pushBusinessLine(
+          confirmedLines,
+          `Топ-контрагент по подтвержденному денежному срезу${periodPart}: ${leaderName} - ${leaderAmount}.`
+        );
+        hasRanking = true;
+        moneySignalCount += 1;
+      }
+    }
+
+    const bidirectionalFlow = toRecordObject(pilot.derived_bidirectional_value_flow);
+    if (bidirectionalFlow) {
+      const incoming = toRecordObject(bidirectionalFlow.incoming_customer_revenue);
+      const outgoing = toRecordObject(bidirectionalFlow.outgoing_supplier_payout);
+      const incomingAmount = input.toNonEmptyString(incoming?.total_amount_human_ru);
+      const outgoingAmount = input.toNonEmptyString(outgoing?.total_amount_human_ru);
+      const netAmount = input.toNonEmptyString(bidirectionalFlow.net_amount_human_ru);
+      const period = input.toNonEmptyString(bidirectionalFlow.period_scope);
+      const periodPart = period ? ` за ${period}` : "";
+      if (incomingAmount && outgoingAmount && netAmount) {
+        pushBusinessLine(
+          confirmedLines,
+          `Денежный поток${periodPart}: получили ${incomingAmount}, заплатили ${outgoingAmount}, расчетное нетто ${netAmount}.`
+        );
+        const incomingNumber = parseHumanMoney(incomingAmount);
+        const outgoingNumber = parseHumanMoney(outgoingAmount);
+        const netNumber = parseHumanMoney(netAmount);
+        if (incomingNumber && outgoingNumber !== null && netNumber !== null) {
+          const spreadPercent = Math.abs(netNumber) / Math.max(Math.abs(incomingNumber), 1);
+          const spreadLabel = `${Math.round(spreadPercent * 100)}%`;
+          if (spreadPercent < 0.1) {
+            pushBusinessLine(
+              interpretationLines,
+              `Обороты есть, но денежный спред узкий: нетто около ${spreadLabel} от входящего потока. Это не прибыль, но сигнал, что маржу надо проверять отдельно.`
+            );
+          } else if (netNumber > 0) {
+            pushBusinessLine(
+              interpretationLines,
+              `Денежный поток в проверенном срезе положительный: нетто около ${spreadLabel} от входящего потока. Это хороший cash-flow сигнал, но не доказанная прибыль.`
+            );
+          } else {
+            pushBusinessLine(
+              interpretationLines,
+              `Денежный поток в проверенном срезе отрицательный: исходящие платежи выше входящих примерно на ${spreadLabel} от входящего потока. Нужна проверка причин и структуры расходов.`
+            );
+          }
+        }
+        hasNet = true;
+        moneySignalCount += 1;
+      }
+    }
+
+    const valueFlow = toRecordObject(pilot.derived_value_flow);
+    if (valueFlow) {
+      const amount = input.toNonEmptyString(valueFlow.total_amount_human_ru);
+      const period = input.toNonEmptyString(valueFlow.period_scope);
+      const direction = String(valueFlow.value_flow_direction ?? "");
+      const periodPart = period ? ` за ${period}` : "";
+      if (amount) {
+        pushBusinessLine(
+          confirmedLines,
+          direction === "outgoing_supplier_payout"
+            ? `Исходящий денежный поток${periodPart}: ${amount}.`
+            : `Входящий денежный поток${periodPart}: ${amount}.`
+        );
+        moneySignalCount += 1;
+      }
+    }
+
+    const activityPeriod = toRecordObject(pilot.derived_activity_period);
+    if (pilotScope === "counterparty_lifecycle_query_documents_v1" && activityPeriod) {
+      const duration = input.toNonEmptyString(activityPeriod.duration_human_ru);
+      const first = input.toNonEmptyString(activityPeriod.first_activity_date);
+      const latest = input.toNonEmptyString(activityPeriod.latest_activity_date);
+      if (duration) {
+        pushBusinessLine(
+          confirmedLines,
+          `Подтвержденная активность в 1С: примерно ${duration}${first && latest ? ` (${first} - ${latest})` : ""}.`
+        );
+      }
+    }
+
+    if (pilotScope === "inventory_route_template_v1") {
+      pushBusinessLine(
+        confirmedLines,
+        "Есть проверенный складской/товарный срез; его можно использовать как операционный контекст, но не как финансовую прибыль."
+      );
+    }
+  }
+
+  if (hasRanking) {
+    pushBusinessLine(
+      interpretationLines,
+      "По клиентской базе уже виден лидер, но концентрацию выручки надо проверять отдельным рейтингом и долями, а не одной строкой."
+    );
+  }
+  if (moneySignalCount > 0 && !hasNet) {
+    pushBusinessLine(
+      interpretationLines,
+      "Денежный контур частично подтвержден, но без входящие-вс-исходящие нельзя честно говорить о чистом денежном эффекте."
+    );
+  }
+
+  return {
+    confirmedLines: confirmedLines.slice(0, 6),
+    interpretationLines: interpretationLines.slice(0, 5),
+    hasRanking,
+    hasNet,
+    moneySignalCount
+  };
+}
+
 export function buildAddressMemoryRecapReply(input: {
   organization: string | null;
   addressDebug: Record<string, unknown> | null;
@@ -466,13 +646,21 @@ export function buildBroadBusinessEvaluationReply(input: {
     limit: 5
   });
   const organizationPart = organization ? ` по компании «${organization}»` : "";
+  const businessEvidence = collectBusinessEvaluationEvidence({
+    sessionItems: input.sessionItems,
+    organization,
+    toNonEmptyString: input.toNonEmptyString
+  });
+  const hasBusinessEvidence = businessEvidence.confirmedLines.length > 0;
 
-  if (recapFacts.length > 0) {
+  if (recapFacts.length > 0 || hasBusinessEvidence) {
     const moneyFactCount = recapFacts.filter((fact) =>
       /(?:денежн|нетто|поступлен|платеж|рейтинг|клиент|выруч|оборот|заплатили|получили)/iu.test(fact)
-    ).length;
-    const hasRankingFact = recapFacts.some((fact) => /(?:рейтинг|клиент|единственного клиента)/iu.test(fact));
-    const hasNetFact = recapFacts.some((fact) => /нетто/iu.test(fact));
+    ).length + businessEvidence.moneySignalCount;
+    const hasRankingFact =
+      businessEvidence.hasRanking ||
+      recapFacts.some((fact) => /(?:рейтинг|клиент|единственного клиента)/iu.test(fact));
+    const hasNetFact = businessEvidence.hasNet || recapFacts.some((fact) => /нетто/iu.test(fact));
     const auditLines = [
       moneyFactCount > 0
         ? "- Денежный контур уже выглядит операционно значимым: есть подтвержденные поступления, платежи или клиентские срезы."
@@ -488,7 +676,11 @@ export function buildBroadBusinessEvaluationReply(input: {
       `Коротко: по уже подтвержденным срезам 1С${organizationPart} компания выглядит операционно живой; это предварительная оценка бизнеса, а для взрослого вывода еще нужны прибыль, маржа и долги.`,
       "Что уже видно:",
       ...recapFacts.map((fact) => `- ${ensureSentence(fact)}`),
+      ...(businessEvidence.confirmedLines.length > 0
+        ? ["Подтвержденные метрики:", ...businessEvidence.confirmedLines.map((fact) => `- ${ensureSentence(fact)}`)]
+        : []),
       "Предварительный LLM-аудит:",
+      ...businessEvidence.interpretationLines.map((fact) => `- ${ensureSentence(fact)}`),
       ...auditLines,
       "Что добрать для полной оценки: обороты по годам, топ клиентов, входящие/исходящие деньги, дебиторку/кредиторку, НДС и признаки маржинальности."
     ].join("\n");
diff --git a/llm_normalizer/backend/src/services/assistantTurnMeaningPolicy.ts b/llm_normalizer/backend/src/services/assistantTurnMeaningPolicy.ts
index 0cd110d..7d30040 100644
--- a/llm_normalizer/backend/src/services/assistantTurnMeaningPolicy.ts
+++ b/llm_normalizer/backend/src/services/assistantTurnMeaningPolicy.ts
@@ -123,7 +123,7 @@ function detectBroadBusinessEvaluation(text) {
     return null;
   }
   if (
-    /(?:как\s+ты\s+оценишь\s+деятельност[ьи]\s+компан|оценк[аи]?\s+деятельност[ьи]\s+компан|что\s+у\s+нас\s+вообще\s+происход|где\s+главн(?:ые|ый)\s+риски|как\s+у\s+нас\s+дела\s+по\s+компан)/iu.test(
+    /(?:как\s+ты\s+оценишь\s+деятельност[ьи]\s+компан|оценк[аи]?\s+деятельност[ьи]\s+компан|оцени\s+(?:компан|бизнес|деятельност)|(?:полный|сводный|нормальн\w*|взросл\w*)\s+анализ\s+(?:компан|бизнес|деятельност)|проанализируй\s+(?:компан|бизнес|деятельност)|(?:что\s+думаешь|какое\s+мнение)\s+(?:о|по)\s+(?:компан|бизнес)|(?:llm[-\s]?)?аудит\s+(?:компан|бизнес)|что\s+у\s+нас\s+вообще\s+происход|где\s+главн(?:ые|ый)\s+риски|как\s+у\s+нас\s+дела\s+по\s+компан)/iu.test(
       normalized
     )
   ) {
diff --git a/llm_normalizer/backend/tests/assistantLivingChatRuntimeAdapter.test.ts b/llm_normalizer/backend/tests/assistantLivingChatRuntimeAdapter.test.ts
index b7fe628..d12cb9e 100644
--- a/llm_normalizer/backend/tests/assistantLivingChatRuntimeAdapter.test.ts
+++ b/llm_normalizer/backend/tests/assistantLivingChatRuntimeAdapter.test.ts
@@ -214,6 +214,9 @@ describe("assistant living chat runtime adapter", () => {
     expect(output.chatText).toContain("ООО Альтернатива Плюс");
     expect(output.chatText).toContain("Группа СВК");
     expect(output.chatText).toContain("нетто");
+    expect(output.chatText).toContain("Подтвержденные метрики");
+    expect(output.chatText).toContain("Денежный поток");
+    expect(output.chatText).toContain("маржу");
     expect(output.debug?.living_chat_response_source).toBe("deterministic_broad_business_evaluation_contract");
     expect(executeLlmChat).not.toHaveBeenCalled();
   });
diff --git a/llm_normalizer/backend/tests/assistantTurnMeaningPolicy.test.ts b/llm_normalizer/backend/tests/assistantTurnMeaningPolicy.test.ts
index fb02d7b..462654b 100644
--- a/llm_normalizer/backend/tests/assistantTurnMeaningPolicy.test.ts
+++ b/llm_normalizer/backend/tests/assistantTurnMeaningPolicy.test.ts
@@ -110,4 +110,20 @@ describe("assistantTurnMeaningPolicy", () => {
     expect(meaning.stale_replay_forbidden).toBe(true);
     expect(meaning.reason_codes).toContain("broad_business_evaluation_current_turn_signal");
   });
+
+  it("recognizes broad company analysis wording as the same bounded business overview ask", () => {
+    const policy = buildPolicy({
+      resolveAddressIntent: () => ({ intent: "unknown", confidence: "low" })
+    });
+
+    const meaning = policy.resolveAssistantTurnMeaning({
+      rawUserMessage: "Дай полный анализ компании и LLM-аудит бизнеса"
+    });
+
+    expect(meaning.explicit_intent_candidate).toBeNull();
+    expect(meaning.asked_domain_family).toBe("business_summary");
+    expect(meaning.asked_action_family).toBe("broad_evaluation");
+    expect(meaning.unsupported_but_understood_family).toBe("broad_business_evaluation");
+    expect(meaning.reason_codes).toContain("broad_business_evaluation_current_turn_signal");
+  });
 });