Open-World: добавить контрагентский и договорной профиль в бизнес-обзор

This commit is contained in:
dctouch 2026-05-05 13:24:38 +03:00
parent 466b3b66e5
commit 42283a6ac2
9 changed files with 544 additions and 38 deletions

View File

@ -37,8 +37,9 @@ If another document says `78%`, `87%`, `92%`, or `85%` for a module that is now
- Completed active slice: `Business Overview Inventory Reserve/Liquidation Boundary Bridge`: organization-level inventory reserve, write-off, obsolete-stock, and liquidation-value wording now routes to `business_overview`, while explicit item/stock lists stay in exact inventory routes with a reserve/liquidation proof boundary.
- Completed active slice: `Business Overview Supplier/Procurement Quality Boundary Bridge`: organization-level supplier concentration, vendor-risk, dependency, and procurement-quality wording now routes to `business_overview`, while supplier payment/open-settlement/doc questions stay in exact supplier/payables routes with a vendor-risk proof boundary.
- Completed active slice: `Business Overview Document/Account Activity Profile Bridge`: business overview now executes the reviewed `document_type_and_account_section_profile` recipe and surfaces confirmed operational activity mix without claiming process quality, accounting correctness, or complete 1C activity coverage.
- Completed active slice: `Business Overview Counterparty/Contract Profile Bridge`: business overview now executes reviewed `counterparty_population_and_roles` and `contract_usage_overview` recipes, surfacing active counterparty role split and contract usage without claiming CRM quality, counterparty due diligence, legal completeness, or contract-risk.
- Next active slice: continue breadth into exact company-wide accounting profit/margin, real due-date debt aging, confirmed inventory reserve/write-off/liquidation evidence, and broader unfamiliar 1C route families only where reviewed evidence routes exist.
- Active module progress: `~97% (Open-World Bounded Autonomy Breadth)`.
- Active module progress: `~98% (Open-World Bounded Autonomy Breadth)`.
## Reporting Rule
@ -75,7 +76,7 @@ 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, customer and supplier concentration, document/account-section activity mix, yearly operating-flow dynamics, explicit profit/margin wording boundaries, explicit debt due-date wording boundaries, explicit inventory reserve/liquidation wording boundaries, explicit supplier/procurement-quality wording boundaries, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, debt staleness-risk proxy, as-of-date inventory position, trading-margin proxy, sales-to-stock inventory proxy, and warehouse staleness-risk proxy into separately proven exact accounting profit/margin, due-date debt aging/overdue, confirmed vendor-risk/procurement-quality analysis, and confirmed reserve/write-off/liquidation inventory evidence families;
- extend `business_overview` beyond money-flow/activity, customer and supplier concentration, document/account-section activity mix, counterparty role split, contract usage, yearly operating-flow dynamics, explicit profit/margin wording boundaries, explicit debt due-date wording boundaries, explicit inventory reserve/liquidation wording boundaries, explicit supplier/procurement-quality wording boundaries, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, debt staleness-risk proxy, as-of-date inventory position, trading-margin proxy, sales-to-stock inventory proxy, and warehouse staleness-risk proxy into separately proven exact accounting profit/margin, due-date debt aging/overdue, confirmed vendor-risk/procurement-quality analysis, and confirmed reserve/write-off/liquidation inventory 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;

View File

@ -671,3 +671,29 @@ Local validation is accepted for this slice:
- `npm.cmd run build`: passed.
Graphify rebuild after Slice 23 code/doc sync: `6066 nodes`, `13222 edges`, `136 communities`.
## Slice 24 - Business Overview Counterparty/Contract Profile Bridge
This slice adds two more already-reviewed profile families to broad company analysis.
After Slice 23, `business_overview` could describe operational activity mix by document type and account section. It still could not use two existing safe aggregate profiles that are important for a mature analyst answer: the size/role split of the counterparty base and basic contract usage. Both facts are useful business context, but neither should be inflated into CRM quality, due diligence, legal completeness, or contract-risk.
Implemented now:
- `business_overview` selects and executes the reviewed `counterparty_population_and_roles` recipe as an optional current-turn profile probe;
- the pilot derives `counterparty_profile` with total counterparties when available, active counterparties, customer-only count, supplier-only count, mixed-role count, and inactive/other count;
- `business_overview` selects and executes the reviewed `contract_usage_overview` recipe as an optional current-turn profile probe;
- the pilot derives `contract_usage_profile` with total contracts, used contracts, unused contracts, and used-contract share;
- evidence and answer drafting surface both profiles as confirmed management context;
- risk synthesis and headline wording can mention counterparty-base and contract-usage profiles when present;
- `must_not_claim` explicitly forbids treating these profiles as CRM quality, counterparty due diligence, contract-risk audit, or legal completeness.
This is still not exact accounting profit, payment-term overdue analysis, vendor-risk due diligence, or inventory reserve/liquidation evidence. It is a safe broadening of company analysis through existing profile aggregates.
Local validation is accepted for this slice:
- `npm.cmd test -- assistantMcpDiscoveryPilotExecutor.test.ts assistantMcpDiscoveryAnswerAdapter.test.ts`: passed `66` with `1` skipped.
- `npm.cmd test -- addressQueryRuntimeM23.test.ts`: passed `416`.
- `npm.cmd run build`: passed.
Graphify rebuild after Slice 24 code/doc sync: `6069 nodes`, `13230 edges`, `140 communities`.

View File

@ -72,6 +72,7 @@ Status canon for planning:
- The current completed breadth slice is `Business Overview Inventory Reserve/Liquidation Boundary Bridge`: organization-level inventory reserve, write-off, obsolete-stock, and liquidation-value wording now reaches `business_overview`, while explicit item/stock lists stay in exact inventory routes with a reserve/liquidation proof boundary.
- The current completed breadth slice is `Business Overview Supplier/Procurement Quality Boundary Bridge`: organization-level supplier concentration, vendor-risk, dependency, and procurement-quality wording now reaches `business_overview`, while supplier payment/open-settlement/doc questions stay in exact supplier/payables routes with a vendor-risk proof boundary.
- The current completed breadth slice is `Business Overview Document/Account Activity Profile Bridge`: business overview now executes the reviewed document-type/account-section profile and can surface confirmed operational activity mix without claiming process quality, accounting correctness, or full 1C coverage.
- The current completed breadth slice is `Business Overview Counterparty/Contract Profile Bridge`: business overview now executes reviewed counterparty population/roles and contract usage profiles, while CRM quality, counterparty due diligence, legal completeness, and contract-risk remain unclaimed.
- The next active breadth slice continues breadth into exact company-wide accounting profit/margin, real due-date debt aging, confirmed reserve/write-off/liquidation inventory evidence, 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).
@ -137,11 +138,11 @@ 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: `~97%`, 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, debt staleness-risk proxy bridged locally, debt due-date boundary arbitration bridged locally, inventory reserve/liquidation boundary arbitration bridged locally, supplier/procurement-quality boundary arbitration bridged locally, supplier concentration proxy bridged locally, document/account-section activity profile bridged locally, yearly operating-flow proxy bridged locally, earnings/best-year wording arbitration bridged locally, profit/margin wording boundary arbitration bridged locally, analyst synthesis added to business-overview answer drafting, company-period trading margin proxy bridged locally, inventory sales-to-stock proxy bridged locally, inventory staleness-risk proxy bridged locally, and gap-specific answer shaping bridged locally; exact accounting profit/margin, true due-date debt aging/overdue, confirmed vendor-risk/procurement-quality analysis, and confirmed reserve/write-off/liquidation inventory evidence are still pending
- active Open-World Bounded Autonomy Breadth progress: `~98%`, 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, debt staleness-risk proxy bridged locally, debt due-date boundary arbitration bridged locally, inventory reserve/liquidation boundary arbitration bridged locally, supplier/procurement-quality boundary arbitration bridged locally, supplier concentration proxy bridged locally, document/account-section activity profile bridged locally, counterparty population/roles and contract usage profiles bridged locally, yearly operating-flow proxy bridged locally, earnings/best-year wording arbitration bridged locally, profit/margin wording boundary arbitration bridged locally, analyst synthesis added to business-overview answer drafting, company-period trading margin proxy bridged locally, inventory sales-to-stock proxy bridged locally, inventory staleness-risk proxy bridged locally, and gap-specific answer shaping bridged locally; exact accounting profit/margin, true due-date debt aging/overdue, confirmed vendor-risk/procurement-quality analysis, and confirmed reserve/write-off/liquidation inventory evidence 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: `6066 nodes`, `13222 edges`, `136 communities`
- graph snapshot after latest rebuild: `6069 nodes`, `13230 edges`, `140 communities`
- current regression-gate breakpoint:
- the validated hot paths are no longer structurally broken;
- flagship continuity collapse is no longer the primary risk;

View File

@ -402,6 +402,12 @@ function headlineFor(mode, pilot) {
if (overview.document_activity_profile) {
families.push("профиль типов документов и разделов учета");
}
if (overview.counterparty_profile) {
families.push("профиль контрагентской базы");
}
if (overview.contract_usage_profile) {
families.push("договорной профиль");
}
if (overview.tax_position) {
families.push("НДС-позиция");
}
@ -625,6 +631,7 @@ function buildMustNotClaim(pilot) {
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 present business overview supplier concentration as vendor-risk audit, procurement quality, or full expense structure.");
claims.push("Do not present business overview document/account-section activity profile as process quality, accounting correctness, or completeness of all 1C activity.");
claims.push("Do not present business overview counterparty or contract profile as CRM quality, counterparty due diligence, contract-risk audit, or legal completeness.");
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.");
@ -998,6 +1005,21 @@ function derivedBusinessOverviewConfirmedLines(pilot) {
lines.push(`Профиль операционной активности${organization}${period}: ${parts.join("; ")}. Это activity mix по найденным строкам 1С, а не аудит качества учета или полноты процессов.`);
}
}
if (overview.counterparty_profile) {
const profile = overview.counterparty_profile;
const totalText = profile.total_counterparties === null
? `${profile.active_counterparties} активных контрагентов`
: `${profile.total_counterparties} контрагентов в базе, ${profile.active_counterparties} активных по документальной активности`;
lines.push(`Профиль контрагентской базы${organization}${period}: ${totalText}; заказчики ${profile.customer_only_count}, поставщики ${profile.supplier_only_count}, смешанная роль ${profile.mixed_role_count}. Это не CRM-аудит, не юридическая проверка контрагентов и не оценка качества клиентской базы.`);
}
if (overview.contract_usage_profile) {
const profile = overview.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} договоров с подтвержденной связью с операциями`
: `${profile.used_contracts} из ${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
const unusedText = profile.unused_contracts === null ? "" : `, неиспользуемых ${profile.unused_contracts}`;
lines.push(`Договорной профиль${organization}${period}: ${totalText}${unusedText}. Это не contract-risk аудит, не проверка актуальности условий и не доказательство качества договорной базы.`);
}
if (overview.tax_position) {
const taxDirection = overview.tax_position.net_vat_direction === "vat_to_pay"
? "к уплате"
@ -1170,6 +1192,19 @@ function businessOverviewRiskSynthesisLine(overview) {
signals.push(`операционный activity mix: ${parts.join(", ")}`);
}
}
if (overview.counterparty_profile) {
const totalText = overview.counterparty_profile.total_counterparties === null
? `${overview.counterparty_profile.active_counterparties} активных контрагентов`
: `${overview.counterparty_profile.total_counterparties} контрагентов, активных ${overview.counterparty_profile.active_counterparties}`;
signals.push(`контрагентская база: ${totalText}`);
}
if (overview.contract_usage_profile) {
const profile = overview.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} используемых договоров`
: `${profile.used_contracts}/${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
signals.push(`договорной профиль: ${totalText}`);
}
if (overview.inventory_position) {
signals.push(`складской остаток на дату ${overview.inventory_position.total_amount_human_ru}`);
if (overview.inventory_position.aging_signal?.max_age_days !== null && overview.inventory_position.aging_signal?.max_age_days !== undefined) {
@ -1199,8 +1234,8 @@ function businessOverviewExecutiveVerdictLine(overview) {
overview.inventory_position ||
overview.inventory_turnover_proxy ||
overview.inventory_staleness_risk_proxy);
const hasDocumentActivitySignal = Boolean(overview.document_activity_profile);
const hasExtraSignals = hasTaxDebtInventorySignals || hasDocumentActivitySignal;
const hasOperationalProfileSignal = Boolean(overview.document_activity_profile || overview.counterparty_profile || overview.contract_usage_profile);
const hasExtraSignals = hasTaxDebtInventorySignals || hasOperationalProfileSignal;
if (!hasCash && !hasExtraSignals) {
return null;
}
@ -1211,8 +1246,8 @@ function businessOverviewExecutiveVerdictLine(overview) {
: "операционный поток выглядит сбалансированным";
const evidenceTone = hasTaxDebtInventorySignals
? "часть налоговых, долговых или складских контуров уже отдельно проверена"
: hasDocumentActivitySignal
? "операционный activity mix по типам документов и разделам учета уже отдельно проверен"
: hasOperationalProfileSignal
? "операционные профили по документам, контрагентам или договорам уже отдельно проверены"
: "налоги, долги и склад еще не дают проверенного управленческого контекста";
return `Сводный LLM-аудит по подтвержденному: ${cashTone}; ${evidenceTone}. Это полезный управленческий срез по найденным строкам 1С, но не финальный вывод о прибыльности, марже или здоровье компании.`;
}
@ -1290,6 +1325,12 @@ function buildAssistantMcpDiscoveryAnswerDraft(pilot) {
if (pilot.derived_business_overview?.document_activity_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_document_activity_profile");
}
if (pilot.derived_business_overview?.counterparty_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_counterparty_profile");
}
if (pilot.derived_business_overview?.contract_usage_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_contract_usage_profile");
}
if (pilot.derived_business_overview?.debt_position) {
pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
}

View File

@ -160,7 +160,7 @@ function buildValueFlowFilters(planner) {
sort: "period_asc"
};
}
function buildBusinessOverviewDocumentActivityFilters(planner) {
function buildBusinessOverviewProfileFilters(planner) {
const meaning = planner.discovery_plan.turn_meaning_ref;
const organization = toNonEmptyString(meaning?.explicit_organization_scope);
const dateScope = toNonEmptyString(meaning?.explicit_date_scope);
@ -1916,6 +1916,64 @@ function deriveBusinessOverviewDocumentActivityProfile(result, periodScope) {
inference_basis: "document_type_and_account_section_profile_confirmed_1c_rows"
};
}
function sumBusinessOverviewMarker(result, marker) {
return result.rows.reduce((sum, row) => {
const currentMarker = normalizeBusinessOverviewActivityMarker(row);
if (currentMarker !== marker) {
return sum;
}
const amount = rowAmountValue(row);
return amount === null ? sum : sum + amount;
}, 0);
}
function deriveBusinessOverviewCounterpartyProfile(result, periodScope) {
if (!result || result.error || result.matched_rows <= 0) {
return null;
}
const totalCounterparties = sumBusinessOverviewMarker(result, "CP_TOTAL");
const customerActive = sumBusinessOverviewMarker(result, "CP_CUSTOMER_ACTIVE");
const supplierActive = sumBusinessOverviewMarker(result, "CP_SUPPLIER_ACTIVE");
const mixedActive = sumBusinessOverviewMarker(result, "CP_MIXED_ACTIVE");
const activeUnion = sumBusinessOverviewMarker(result, "CP_ACTIVE_UNION");
const customerOnly = Math.max(0, customerActive - mixedActive);
const supplierOnly = Math.max(0, supplierActive - mixedActive);
const resolvedActive = customerOnly + supplierOnly + mixedActive;
const activeCounterparties = Math.max(activeUnion, resolvedActive);
if (totalCounterparties <= 0 && activeCounterparties <= 0) {
return null;
}
return {
period_scope: periodScope,
rows_matched: result.matched_rows,
total_counterparties: totalCounterparties > 0 ? totalCounterparties : null,
active_counterparties: activeCounterparties,
customer_only_count: customerOnly,
supplier_only_count: supplierOnly,
mixed_role_count: mixedActive,
other_or_inactive_count: totalCounterparties > 0 ? Math.max(0, totalCounterparties - resolvedActive) : null,
inference_basis: "counterparty_population_roles_confirmed_1c_rows"
};
}
function deriveBusinessOverviewContractUsageProfile(result, periodScope) {
if (!result || result.error || result.matched_rows <= 0) {
return null;
}
const totalContracts = sumBusinessOverviewMarker(result, "CT_TOTAL");
const usedContracts = sumBusinessOverviewMarker(result, "CT_USED");
if (totalContracts <= 0 && usedContracts <= 0) {
return null;
}
const cappedUsedContracts = totalContracts > 0 ? Math.min(usedContracts, totalContracts) : usedContracts;
return {
period_scope: periodScope,
rows_matched: result.matched_rows,
total_contracts: totalContracts > 0 ? totalContracts : null,
used_contracts: usedContracts,
unused_contracts: totalContracts > 0 ? Math.max(0, totalContracts - cappedUsedContracts) : null,
used_contract_share_pct: totalContracts > 0 ? percentageOfTotal(cappedUsedContracts, totalContracts) : null,
inference_basis: "contract_usage_overview_confirmed_1c_rows"
};
}
function deriveValueFlow(result, counterparty, periodScope, direction, aggregationAxis) {
if (!result || result.error || result.matched_rows <= 0) {
return null;
@ -2714,6 +2772,8 @@ function deriveBusinessOverview(input) {
debtAsOfDate: input.debtAsOfDate
});
const documentActivityProfile = deriveBusinessOverviewDocumentActivityProfile(input.documentActivityProfileResult, input.periodScope);
const counterpartyProfile = deriveBusinessOverviewCounterpartyProfile(input.counterpartyProfileResult, input.periodScope);
const contractUsageProfile = deriveBusinessOverviewContractUsageProfile(input.contractUsageProfileResult, input.periodScope);
const debtStalenessRiskProxy = deriveBusinessOverviewDebtStalenessRiskProxy(debtOpenSettlementQuality);
const inventoryPosition = deriveBusinessOverviewInventoryPosition({
inventoryOnHandResult: input.inventoryOnHandResult,
@ -2738,6 +2798,8 @@ function deriveBusinessOverview(input) {
Boolean(debtOpenSettlementQuality),
Boolean(debtStalenessRiskProxy),
Boolean(documentActivityProfile),
Boolean(counterpartyProfile),
Boolean(contractUsageProfile),
Boolean(inventoryPosition),
Boolean(inventoryTurnoverProxy),
Boolean(inventoryStalenessRiskProxy)
@ -2746,6 +2808,7 @@ function deriveBusinessOverview(input) {
return null;
}
const netAmount = incoming.total_amount - outgoing.total_amount;
const hasBusinessOverviewProfileSignal = Boolean(documentActivityProfile || counterpartyProfile || contractUsageProfile);
return {
organization_scope: input.organizationScope,
period_scope: input.periodScope,
@ -2767,6 +2830,8 @@ function deriveBusinessOverview(input) {
inventory_turnover_proxy: inventoryTurnoverProxy,
inventory_staleness_risk_proxy: inventoryStalenessRiskProxy,
document_activity_profile: documentActivityProfile,
counterparty_profile: counterpartyProfile,
contract_usage_profile: contractUsageProfile,
coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
checked_signal_count: checkedSignalCount,
missing_signal_families: [
@ -2783,9 +2848,7 @@ function deriveBusinessOverview(input) {
: "inventory_position",
inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
].filter((item) => Boolean(item)),
inference_basis: documentActivityProfile
? "business_overview_from_confirmed_1c_multi_family_rows"
: inventoryPosition
inference_basis: hasBusinessOverviewProfileSignal || inventoryPosition
? "business_overview_from_confirmed_1c_multi_family_rows"
: debtOpenSettlementQuality
? "business_overview_from_confirmed_1c_multi_family_rows"
@ -2827,6 +2890,12 @@ function summarizeBusinessOverviewRows(input) {
if (input.documentActivityProfileResult && !input.documentActivityProfileResult.error) {
parts.push(`${input.documentActivityProfileResult.fetched_rows} document/account-section profile rows fetched, ${input.documentActivityProfileResult.matched_rows} matched`);
}
if (input.counterpartyProfileResult && !input.counterpartyProfileResult.error) {
parts.push(`${input.counterpartyProfileResult.fetched_rows} counterparty role-profile rows fetched, ${input.counterpartyProfileResult.matched_rows} matched`);
}
if (input.contractUsageProfileResult && !input.contractUsageProfileResult.error) {
parts.push(`${input.contractUsageProfileResult.fetched_rows} contract-usage profile rows fetched, ${input.contractUsageProfileResult.matched_rows} matched`);
}
if (input.inventoryOnHandResult && !input.inventoryOnHandResult.error) {
parts.push(`${input.inventoryOnHandResult.fetched_rows} inventory on-hand rows fetched, ${input.inventoryOnHandResult.matched_rows} matched`);
}
@ -2879,6 +2948,21 @@ function buildBusinessOverviewConfirmedFacts(derived) {
facts.push(`Профиль операционной активности${organization}${period} подтвержден по типам документов и разделам учета 1С: ${parts.join("; ")}. Это activity mix, а не аудит качества учета или полноты бизнес-процессов.`);
}
}
if (derived.counterparty_profile) {
const profile = derived.counterparty_profile;
const totalText = profile.total_counterparties === null
? `${profile.active_counterparties} активных контрагентов`
: `${profile.total_counterparties} контрагентов в базе, ${profile.active_counterparties} активных по документальной активности`;
facts.push(`Профиль контрагентской базы${organization}${period} подтвержден по 1С: ${totalText}; заказчики ${profile.customer_only_count}, поставщики ${profile.supplier_only_count}, смешанная роль ${profile.mixed_role_count}. Это не CRM-аудит, не юридическая проверка контрагентов и не оценка качества клиентской базы.`);
}
if (derived.contract_usage_profile) {
const profile = derived.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} договоров с подтвержденной связью с операциями`
: `${profile.used_contracts} из ${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
const unusedText = profile.unused_contracts === null ? "" : `, неиспользуемых ${profile.unused_contracts}`;
facts.push(`Договорной профиль${organization}${period} подтвержден по 1С: ${totalText}${unusedText}. Это не contract-risk аудит, не проверка актуальности условий и не доказательство качества договорной базы.`);
}
if (derived.tax_position) {
const taxDirection = derived.tax_position.net_vat_direction === "vat_to_pay"
? "к уплате"
@ -3643,11 +3727,13 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
let payablesResult = null;
let openContractsResult = null;
let documentActivityProfileResult = null;
let counterpartyProfileResult = null;
let contractUsageProfileResult = null;
let inventoryOnHandResult = null;
let inventoryAgingResult = null;
const valueFilters = buildValueFlowFilters(planner);
const lifecycleFilters = buildLifecycleFilters(planner);
const documentActivityFilters = buildBusinessOverviewDocumentActivityFilters(planner);
const profileFilters = buildBusinessOverviewProfileFilters(planner);
const taxFilters = buildBusinessOverviewTaxFilters(planner);
const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
const debtFilters = buildBusinessOverviewDebtFilters(planner);
@ -3657,7 +3743,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
const incomingSelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("customer_revenue_and_payments", valueFilters);
const outgoingSelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("supplier_payouts_profile", valueFilters);
const lifecycleSelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("counterparty_activity_lifecycle", lifecycleFilters);
const documentActivitySelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("document_type_and_account_section_profile", documentActivityFilters);
const documentActivitySelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("document_type_and_account_section_profile", profileFilters);
const counterpartyProfileSelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("counterparty_population_and_roles", profileFilters);
const contractUsageSelection = (0, addressRecipeCatalog_1.selectAddressRecipe)("contract_usage_overview", profileFilters);
const taxSelection = taxFilters
? (0, addressRecipeCatalog_1.selectAddressRecipe)("vat_liability_confirmed_for_tax_period", taxFilters)
: null;
@ -3716,6 +3804,20 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview document/account-section profile requires an executable document-section profile recipe");
}
if (counterpartyProfileSelection.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_recipe_selected");
}
else {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview counterparty profile requires an executable counterparty population/roles recipe");
}
if (contractUsageSelection.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_recipe_selected");
}
else {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview contract usage profile requires an executable contract usage recipe");
}
if (taxSelection?.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_tax_recipe_selected");
}
@ -3940,7 +4042,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
probeResults.push(queryResultToProbeResult(step.primitive_id, tradingMarginResult));
}
if (documentActivitySelection.selected_recipe) {
const documentActivityPlan = (0, addressRecipeCatalog_1.buildAddressRecipePlan)(documentActivitySelection.selected_recipe, documentActivityFilters);
const documentActivityPlan = (0, addressRecipeCatalog_1.buildAddressRecipePlan)(documentActivitySelection.selected_recipe, profileFilters);
documentActivityProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: documentActivityPlan.query,
limit: documentActivityPlan.limit,
@ -3948,6 +4050,24 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
});
probeResults.push(queryResultToProbeResult(step.primitive_id, documentActivityProfileResult));
}
if (counterpartyProfileSelection.selected_recipe) {
const counterpartyProfilePlan = (0, addressRecipeCatalog_1.buildAddressRecipePlan)(counterpartyProfileSelection.selected_recipe, profileFilters);
counterpartyProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: counterpartyProfilePlan.query,
limit: counterpartyProfilePlan.limit,
account_scope: counterpartyProfilePlan.account_scope
});
probeResults.push(queryResultToProbeResult(step.primitive_id, counterpartyProfileResult));
}
if (contractUsageSelection.selected_recipe) {
const contractUsagePlan = (0, addressRecipeCatalog_1.buildAddressRecipePlan)(contractUsageSelection.selected_recipe, profileFilters);
contractUsageProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: contractUsagePlan.query,
limit: contractUsagePlan.limit,
account_scope: contractUsagePlan.account_scope
});
probeResults.push(queryResultToProbeResult(step.primitive_id, contractUsageProfileResult));
}
if (lifecycleResult.error) {
pushUnique(queryLimitations, lifecycleResult.error);
pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_error");
@ -3969,6 +4089,20 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
else if (documentActivityProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_query_mcp_executed");
}
if (counterpartyProfileResult?.error) {
pushUnique(queryLimitations, counterpartyProfileResult.error);
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_query_mcp_error");
}
else if (counterpartyProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_query_mcp_executed");
}
if (contractUsageProfileResult?.error) {
pushUnique(queryLimitations, contractUsageProfileResult.error);
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_query_mcp_error");
}
else if (contractUsageProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_query_mcp_executed");
}
continue;
}
skippedPrimitives.push(step.primitive_id);
@ -3984,6 +4118,8 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
payablesResult,
openContractsResult,
documentActivityProfileResult,
counterpartyProfileResult,
contractUsageProfileResult,
debtAsOfDate,
inventoryOnHandResult,
inventoryAgingResult,
@ -4008,6 +4144,12 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
if (derivedBusinessOverview.document_activity_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_document_activity_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.counterparty_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_counterparty_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.contract_usage_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_contract_usage_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.tax_position) {
pushReason(reasonCodes, "pilot_derived_business_overview_tax_position_from_confirmed_rows");
}
@ -4046,6 +4188,8 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
payablesResult,
openContractsResult,
documentActivityProfileResult,
counterpartyProfileResult,
contractUsageProfileResult,
inventoryOnHandResult,
inventoryAgingResult
});

View File

@ -501,6 +501,12 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
if (overview.document_activity_profile) {
families.push("профиль типов документов и разделов учета");
}
if (overview.counterparty_profile) {
families.push("профиль контрагентской базы");
}
if (overview.contract_usage_profile) {
families.push("договорной профиль");
}
if (overview.tax_position) {
families.push("НДС-позиция");
}
@ -734,6 +740,7 @@ function buildMustNotClaim(pilot: AssistantMcpDiscoveryPilotExecutionContract):
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 present business overview supplier concentration as vendor-risk audit, procurement quality, or full expense structure.");
claims.push("Do not present business overview document/account-section activity profile as process quality, accounting correctness, or completeness of all 1C activity.");
claims.push("Do not present business overview counterparty or contract profile as CRM quality, counterparty due diligence, contract-risk audit, or legal completeness.");
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.");
@ -1164,6 +1171,25 @@ function derivedBusinessOverviewConfirmedLines(pilot: AssistantMcpDiscoveryPilot
);
}
}
if (overview.counterparty_profile) {
const profile = overview.counterparty_profile;
const totalText = profile.total_counterparties === null
? `${profile.active_counterparties} активных контрагентов`
: `${profile.total_counterparties} контрагентов в базе, ${profile.active_counterparties} активных по документальной активности`;
lines.push(
`Профиль контрагентской базы${organization}${period}: ${totalText}; заказчики ${profile.customer_only_count}, поставщики ${profile.supplier_only_count}, смешанная роль ${profile.mixed_role_count}. Это не CRM-аудит, не юридическая проверка контрагентов и не оценка качества клиентской базы.`
);
}
if (overview.contract_usage_profile) {
const profile = overview.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} договоров с подтвержденной связью с операциями`
: `${profile.used_contracts} из ${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
const unusedText = profile.unused_contracts === null ? "" : `, неиспользуемых ${profile.unused_contracts}`;
lines.push(
`Договорной профиль${organization}${period}: ${totalText}${unusedText}. Это не contract-risk аудит, не проверка актуальности условий и не доказательство качества договорной базы.`
);
}
if (overview.tax_position) {
const taxDirection =
overview.tax_position.net_vat_direction === "vat_to_pay"
@ -1367,6 +1393,19 @@ function businessOverviewRiskSynthesisLine(overview: BusinessOverview): string |
signals.push(`операционный activity mix: ${parts.join(", ")}`);
}
}
if (overview.counterparty_profile) {
const totalText = overview.counterparty_profile.total_counterparties === null
? `${overview.counterparty_profile.active_counterparties} активных контрагентов`
: `${overview.counterparty_profile.total_counterparties} контрагентов, активных ${overview.counterparty_profile.active_counterparties}`;
signals.push(`контрагентская база: ${totalText}`);
}
if (overview.contract_usage_profile) {
const profile = overview.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} используемых договоров`
: `${profile.used_contracts}/${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
signals.push(`договорной профиль: ${totalText}`);
}
if (overview.inventory_position) {
signals.push(`складской остаток на дату ${overview.inventory_position.total_amount_human_ru}`);
if (overview.inventory_position.aging_signal?.max_age_days !== null && overview.inventory_position.aging_signal?.max_age_days !== undefined) {
@ -1401,8 +1440,10 @@ function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): strin
overview.inventory_turnover_proxy ||
overview.inventory_staleness_risk_proxy
);
const hasDocumentActivitySignal = Boolean(overview.document_activity_profile);
const hasExtraSignals = hasTaxDebtInventorySignals || hasDocumentActivitySignal;
const hasOperationalProfileSignal = Boolean(
overview.document_activity_profile || overview.counterparty_profile || overview.contract_usage_profile
);
const hasExtraSignals = hasTaxDebtInventorySignals || hasOperationalProfileSignal;
if (!hasCash && !hasExtraSignals) {
return null;
}
@ -1414,8 +1455,8 @@ function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): strin
: "операционный поток выглядит сбалансированным";
const evidenceTone = hasTaxDebtInventorySignals
? "часть налоговых, долговых или складских контуров уже отдельно проверена"
: hasDocumentActivitySignal
? "операционный activity mix по типам документов и разделам учета уже отдельно проверен"
: hasOperationalProfileSignal
? "операционные профили по документам, контрагентам или договорам уже отдельно проверены"
: "налоги, долги и склад еще не дают проверенного управленческого контекста";
return `Сводный LLM-аудит по подтвержденному: ${cashTone}; ${evidenceTone}. Это полезный управленческий срез по найденным строкам 1С, но не финальный вывод о прибыльности, марже или здоровье компании.`;
}
@ -1501,6 +1542,12 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
if (pilot.derived_business_overview?.document_activity_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_document_activity_profile");
}
if (pilot.derived_business_overview?.counterparty_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_counterparty_profile");
}
if (pilot.derived_business_overview?.contract_usage_profile) {
pushReason(reasonCodes, "answer_contains_business_overview_contract_usage_profile");
}
if (pilot.derived_business_overview?.debt_position) {
pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
}

View File

@ -160,6 +160,28 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverviewDocumentActivityPro
inference_basis: "document_type_and_account_section_profile_confirmed_1c_rows";
}
export interface AssistantMcpDiscoveryDerivedBusinessOverviewCounterpartyProfile {
period_scope: string | null;
rows_matched: number;
total_counterparties: number | null;
active_counterparties: number;
customer_only_count: number;
supplier_only_count: number;
mixed_role_count: number;
other_or_inactive_count: number | null;
inference_basis: "counterparty_population_roles_confirmed_1c_rows";
}
export interface AssistantMcpDiscoveryDerivedBusinessOverviewContractUsageProfile {
period_scope: string | null;
rows_matched: number;
total_contracts: number | null;
used_contracts: number;
unused_contracts: number | null;
used_contract_share_pct: number | null;
inference_basis: "contract_usage_overview_confirmed_1c_rows";
}
export interface AssistantMcpDiscoveryDerivedBidirectionalValueFlow {
counterparty: string | null;
period_scope: string | null;
@ -197,6 +219,8 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverview {
inventory_turnover_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryTurnoverProxy | null;
inventory_staleness_risk_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryStalenessRiskProxy | null;
document_activity_profile: AssistantMcpDiscoveryDerivedBusinessOverviewDocumentActivityProfile | null;
counterparty_profile: AssistantMcpDiscoveryDerivedBusinessOverviewCounterpartyProfile | null;
contract_usage_profile: AssistantMcpDiscoveryDerivedBusinessOverviewContractUsageProfile | null;
coverage_limited_by_probe_limit: boolean;
checked_signal_count: number;
missing_signal_families: string[];
@ -638,7 +662,7 @@ function buildValueFlowFilters(planner: AssistantMcpDiscoveryPlannerContract): A
};
}
function buildBusinessOverviewDocumentActivityFilters(planner: AssistantMcpDiscoveryPlannerContract): AddressFilterSet {
function buildBusinessOverviewProfileFilters(planner: AssistantMcpDiscoveryPlannerContract): AddressFilterSet {
const meaning = planner.discovery_plan.turn_meaning_ref;
const organization = toNonEmptyString(meaning?.explicit_organization_scope);
const dateScope = toNonEmptyString(meaning?.explicit_date_scope);
@ -2717,6 +2741,73 @@ function deriveBusinessOverviewDocumentActivityProfile(
};
}
function sumBusinessOverviewMarker(result: AddressMcpQueryExecutorResult, marker: string): number {
return result.rows.reduce((sum, row) => {
const currentMarker = normalizeBusinessOverviewActivityMarker(row);
if (currentMarker !== marker) {
return sum;
}
const amount = rowAmountValue(row);
return amount === null ? sum : sum + amount;
}, 0);
}
function deriveBusinessOverviewCounterpartyProfile(
result: AddressMcpQueryExecutorResult | null,
periodScope: string | null
): AssistantMcpDiscoveryDerivedBusinessOverviewCounterpartyProfile | null {
if (!result || result.error || result.matched_rows <= 0) {
return null;
}
const totalCounterparties = sumBusinessOverviewMarker(result, "CP_TOTAL");
const customerActive = sumBusinessOverviewMarker(result, "CP_CUSTOMER_ACTIVE");
const supplierActive = sumBusinessOverviewMarker(result, "CP_SUPPLIER_ACTIVE");
const mixedActive = sumBusinessOverviewMarker(result, "CP_MIXED_ACTIVE");
const activeUnion = sumBusinessOverviewMarker(result, "CP_ACTIVE_UNION");
const customerOnly = Math.max(0, customerActive - mixedActive);
const supplierOnly = Math.max(0, supplierActive - mixedActive);
const resolvedActive = customerOnly + supplierOnly + mixedActive;
const activeCounterparties = Math.max(activeUnion, resolvedActive);
if (totalCounterparties <= 0 && activeCounterparties <= 0) {
return null;
}
return {
period_scope: periodScope,
rows_matched: result.matched_rows,
total_counterparties: totalCounterparties > 0 ? totalCounterparties : null,
active_counterparties: activeCounterparties,
customer_only_count: customerOnly,
supplier_only_count: supplierOnly,
mixed_role_count: mixedActive,
other_or_inactive_count: totalCounterparties > 0 ? Math.max(0, totalCounterparties - resolvedActive) : null,
inference_basis: "counterparty_population_roles_confirmed_1c_rows"
};
}
function deriveBusinessOverviewContractUsageProfile(
result: AddressMcpQueryExecutorResult | null,
periodScope: string | null
): AssistantMcpDiscoveryDerivedBusinessOverviewContractUsageProfile | null {
if (!result || result.error || result.matched_rows <= 0) {
return null;
}
const totalContracts = sumBusinessOverviewMarker(result, "CT_TOTAL");
const usedContracts = sumBusinessOverviewMarker(result, "CT_USED");
if (totalContracts <= 0 && usedContracts <= 0) {
return null;
}
const cappedUsedContracts = totalContracts > 0 ? Math.min(usedContracts, totalContracts) : usedContracts;
return {
period_scope: periodScope,
rows_matched: result.matched_rows,
total_contracts: totalContracts > 0 ? totalContracts : null,
used_contracts: usedContracts,
unused_contracts: totalContracts > 0 ? Math.max(0, totalContracts - cappedUsedContracts) : null,
used_contract_share_pct: totalContracts > 0 ? percentageOfTotal(cappedUsedContracts, totalContracts) : null,
inference_basis: "contract_usage_overview_confirmed_1c_rows"
};
}
function deriveValueFlow(
result: AssistantMcpDiscoveryCoverageAwareQueryResult | null,
counterparty: string | null,
@ -3636,6 +3727,8 @@ function deriveBusinessOverview(input: {
payablesResult: AddressMcpQueryExecutorResult | null;
openContractsResult: AddressMcpQueryExecutorResult | null;
documentActivityProfileResult: AddressMcpQueryExecutorResult | null;
counterpartyProfileResult: AddressMcpQueryExecutorResult | null;
contractUsageProfileResult: AddressMcpQueryExecutorResult | null;
debtAsOfDate: string | null;
inventoryOnHandResult: AddressMcpQueryExecutorResult | null;
inventoryAgingResult: AddressMcpQueryExecutorResult | null;
@ -3677,6 +3770,14 @@ function deriveBusinessOverview(input: {
input.documentActivityProfileResult,
input.periodScope
);
const counterpartyProfile = deriveBusinessOverviewCounterpartyProfile(
input.counterpartyProfileResult,
input.periodScope
);
const contractUsageProfile = deriveBusinessOverviewContractUsageProfile(
input.contractUsageProfileResult,
input.periodScope
);
const debtStalenessRiskProxy = deriveBusinessOverviewDebtStalenessRiskProxy(debtOpenSettlementQuality);
const inventoryPosition = deriveBusinessOverviewInventoryPosition({
inventoryOnHandResult: input.inventoryOnHandResult,
@ -3701,6 +3802,8 @@ function deriveBusinessOverview(input: {
Boolean(debtOpenSettlementQuality),
Boolean(debtStalenessRiskProxy),
Boolean(documentActivityProfile),
Boolean(counterpartyProfile),
Boolean(contractUsageProfile),
Boolean(inventoryPosition),
Boolean(inventoryTurnoverProxy),
Boolean(inventoryStalenessRiskProxy)
@ -3710,6 +3813,9 @@ function deriveBusinessOverview(input: {
}
const netAmount = incoming.total_amount - outgoing.total_amount;
const hasBusinessOverviewProfileSignal = Boolean(
documentActivityProfile || counterpartyProfile || contractUsageProfile
);
return {
organization_scope: input.organizationScope,
period_scope: input.periodScope,
@ -3731,6 +3837,8 @@ function deriveBusinessOverview(input: {
inventory_turnover_proxy: inventoryTurnoverProxy,
inventory_staleness_risk_proxy: inventoryStalenessRiskProxy,
document_activity_profile: documentActivityProfile,
counterparty_profile: counterpartyProfile,
contract_usage_profile: contractUsageProfile,
coverage_limited_by_probe_limit:
incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
checked_signal_count: checkedSignalCount,
@ -3749,9 +3857,7 @@ function deriveBusinessOverview(input: {
inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
].filter((item): item is string => Boolean(item)),
inference_basis:
documentActivityProfile
? "business_overview_from_confirmed_1c_multi_family_rows"
: inventoryPosition
hasBusinessOverviewProfileSignal || inventoryPosition
? "business_overview_from_confirmed_1c_multi_family_rows"
: debtOpenSettlementQuality
? "business_overview_from_confirmed_1c_multi_family_rows"
@ -3775,6 +3881,8 @@ function summarizeBusinessOverviewRows(input: {
payablesResult: AddressMcpQueryExecutorResult | null;
openContractsResult: AddressMcpQueryExecutorResult | null;
documentActivityProfileResult: AddressMcpQueryExecutorResult | null;
counterpartyProfileResult: AddressMcpQueryExecutorResult | null;
contractUsageProfileResult: AddressMcpQueryExecutorResult | null;
inventoryOnHandResult: AddressMcpQueryExecutorResult | null;
inventoryAgingResult: AddressMcpQueryExecutorResult | null;
}): string | null {
@ -3806,6 +3914,12 @@ function summarizeBusinessOverviewRows(input: {
if (input.documentActivityProfileResult && !input.documentActivityProfileResult.error) {
parts.push(`${input.documentActivityProfileResult.fetched_rows} document/account-section profile rows fetched, ${input.documentActivityProfileResult.matched_rows} matched`);
}
if (input.counterpartyProfileResult && !input.counterpartyProfileResult.error) {
parts.push(`${input.counterpartyProfileResult.fetched_rows} counterparty role-profile rows fetched, ${input.counterpartyProfileResult.matched_rows} matched`);
}
if (input.contractUsageProfileResult && !input.contractUsageProfileResult.error) {
parts.push(`${input.contractUsageProfileResult.fetched_rows} contract-usage profile rows fetched, ${input.contractUsageProfileResult.matched_rows} matched`);
}
if (input.inventoryOnHandResult && !input.inventoryOnHandResult.error) {
parts.push(`${input.inventoryOnHandResult.fetched_rows} inventory on-hand rows fetched, ${input.inventoryOnHandResult.matched_rows} matched`);
}
@ -3873,6 +3987,25 @@ function buildBusinessOverviewConfirmedFacts(derived: AssistantMcpDiscoveryDeriv
);
}
}
if (derived.counterparty_profile) {
const profile = derived.counterparty_profile;
const totalText = profile.total_counterparties === null
? `${profile.active_counterparties} активных контрагентов`
: `${profile.total_counterparties} контрагентов в базе, ${profile.active_counterparties} активных по документальной активности`;
facts.push(
`Профиль контрагентской базы${organization}${period} подтвержден по 1С: ${totalText}; заказчики ${profile.customer_only_count}, поставщики ${profile.supplier_only_count}, смешанная роль ${profile.mixed_role_count}. Это не CRM-аудит, не юридическая проверка контрагентов и не оценка качества клиентской базы.`
);
}
if (derived.contract_usage_profile) {
const profile = derived.contract_usage_profile;
const totalText = profile.total_contracts === null
? `${profile.used_contracts} договоров с подтвержденной связью с операциями`
: `${profile.used_contracts} из ${profile.total_contracts} договоров используются${profile.used_contract_share_pct === null ? "" : ` (${profile.used_contract_share_pct}%)`}`;
const unusedText = profile.unused_contracts === null ? "" : `, неиспользуемых ${profile.unused_contracts}`;
facts.push(
`Договорной профиль${organization}${period} подтвержден по 1С: ${totalText}${unusedText}. Это не contract-risk аудит, не проверка актуальности условий и не доказательство качества договорной базы.`
);
}
if (derived.tax_position) {
const taxDirection =
derived.tax_position.net_vat_direction === "vat_to_pay"
@ -4788,11 +4921,13 @@ export async function executeAssistantMcpDiscoveryPilot(
let payablesResult: AddressMcpQueryExecutorResult | null = null;
let openContractsResult: AddressMcpQueryExecutorResult | null = null;
let documentActivityProfileResult: AddressMcpQueryExecutorResult | null = null;
let counterpartyProfileResult: AddressMcpQueryExecutorResult | null = null;
let contractUsageProfileResult: AddressMcpQueryExecutorResult | null = null;
let inventoryOnHandResult: AddressMcpQueryExecutorResult | null = null;
let inventoryAgingResult: AddressMcpQueryExecutorResult | null = null;
const valueFilters = buildValueFlowFilters(planner);
const lifecycleFilters = buildLifecycleFilters(planner);
const documentActivityFilters = buildBusinessOverviewDocumentActivityFilters(planner);
const profileFilters = buildBusinessOverviewProfileFilters(planner);
const taxFilters = buildBusinessOverviewTaxFilters(planner);
const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
const debtFilters = buildBusinessOverviewDebtFilters(planner);
@ -4802,7 +4937,9 @@ export async function executeAssistantMcpDiscoveryPilot(
const incomingSelection = selectAddressRecipe("customer_revenue_and_payments", valueFilters);
const outgoingSelection = selectAddressRecipe("supplier_payouts_profile", valueFilters);
const lifecycleSelection = selectAddressRecipe("counterparty_activity_lifecycle", lifecycleFilters);
const documentActivitySelection = selectAddressRecipe("document_type_and_account_section_profile", documentActivityFilters);
const documentActivitySelection = selectAddressRecipe("document_type_and_account_section_profile", profileFilters);
const counterpartyProfileSelection = selectAddressRecipe("counterparty_population_and_roles", profileFilters);
const contractUsageSelection = selectAddressRecipe("contract_usage_overview", profileFilters);
const taxSelection = taxFilters
? selectAddressRecipe("vat_liability_confirmed_for_tax_period", taxFilters)
: null;
@ -4862,6 +4999,18 @@ export async function executeAssistantMcpDiscoveryPilot(
pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview document/account-section profile requires an executable document-section profile recipe");
}
if (counterpartyProfileSelection.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_recipe_selected");
} else {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview counterparty profile requires an executable counterparty population/roles recipe");
}
if (contractUsageSelection.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_recipe_selected");
} else {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_recipe_not_available");
pushUnique(queryLimitations, "Business overview contract usage profile requires an executable contract usage recipe");
}
if (taxSelection?.selected_recipe) {
pushReason(reasonCodes, "pilot_business_overview_tax_recipe_selected");
} else if (!taxFilters) {
@ -5077,7 +5226,7 @@ export async function executeAssistantMcpDiscoveryPilot(
if (documentActivitySelection.selected_recipe) {
const documentActivityPlan = buildAddressRecipePlan(
documentActivitySelection.selected_recipe,
documentActivityFilters
profileFilters
);
documentActivityProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: documentActivityPlan.query,
@ -5086,6 +5235,24 @@ export async function executeAssistantMcpDiscoveryPilot(
});
probeResults.push(queryResultToProbeResult(step.primitive_id, documentActivityProfileResult));
}
if (counterpartyProfileSelection.selected_recipe) {
const counterpartyProfilePlan = buildAddressRecipePlan(counterpartyProfileSelection.selected_recipe, profileFilters);
counterpartyProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: counterpartyProfilePlan.query,
limit: counterpartyProfilePlan.limit,
account_scope: counterpartyProfilePlan.account_scope
});
probeResults.push(queryResultToProbeResult(step.primitive_id, counterpartyProfileResult));
}
if (contractUsageSelection.selected_recipe) {
const contractUsagePlan = buildAddressRecipePlan(contractUsageSelection.selected_recipe, profileFilters);
contractUsageProfileResult = await runtimeDeps.executeAddressMcpQuery({
query: contractUsagePlan.query,
limit: contractUsagePlan.limit,
account_scope: contractUsagePlan.account_scope
});
probeResults.push(queryResultToProbeResult(step.primitive_id, contractUsageProfileResult));
}
if (lifecycleResult.error) {
pushUnique(queryLimitations, lifecycleResult.error);
pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_error");
@ -5104,6 +5271,18 @@ export async function executeAssistantMcpDiscoveryPilot(
} else if (documentActivityProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_query_mcp_executed");
}
if (counterpartyProfileResult?.error) {
pushUnique(queryLimitations, counterpartyProfileResult.error);
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_query_mcp_error");
} else if (counterpartyProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_counterparty_profile_query_mcp_executed");
}
if (contractUsageProfileResult?.error) {
pushUnique(queryLimitations, contractUsageProfileResult.error);
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_query_mcp_error");
} else if (contractUsageProfileResult) {
pushReason(reasonCodes, "pilot_business_overview_contract_usage_profile_query_mcp_executed");
}
continue;
}
@ -5121,6 +5300,8 @@ export async function executeAssistantMcpDiscoveryPilot(
payablesResult,
openContractsResult,
documentActivityProfileResult,
counterpartyProfileResult,
contractUsageProfileResult,
debtAsOfDate,
inventoryOnHandResult,
inventoryAgingResult,
@ -5145,6 +5326,12 @@ export async function executeAssistantMcpDiscoveryPilot(
if (derivedBusinessOverview.document_activity_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_document_activity_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.counterparty_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_counterparty_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.contract_usage_profile) {
pushReason(reasonCodes, "pilot_derived_business_overview_contract_usage_profile_from_confirmed_rows");
}
if (derivedBusinessOverview.tax_position) {
pushReason(reasonCodes, "pilot_derived_business_overview_tax_position_from_confirmed_rows");
}
@ -5183,6 +5370,8 @@ export async function executeAssistantMcpDiscoveryPilot(
payablesResult,
openContractsResult,
documentActivityProfileResult,
counterpartyProfileResult,
contractUsageProfileResult,
inventoryOnHandResult,
inventoryAgingResult
});

View File

@ -241,6 +241,21 @@ describe("assistant MCP discovery answer adapter", () => {
{ Period: "2020-01-01T00:00:00", Registrator: "SECTION_DT_OPS", AccountDt: "60", Amount: 9 },
{ Period: "2020-01-01T00:00:00", Registrator: "SECTION_KT_OPS", AccountDt: "62", Amount: 6 }
]
},
{
rows: [
{ Period: "2020-01-01T00:00:00", Registrator: "CP_TOTAL", Amount: 412 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_CUSTOMER_ACTIVE", Amount: 145 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_SUPPLIER_ACTIVE", Amount: 94 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_MIXED_ACTIVE", Amount: 23 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_ACTIVE_UNION", Amount: 216 }
]
},
{
rows: [
{ Period: "2020-01-01T00:00:00", Registrator: "CT_TOTAL", Amount: 520 },
{ Period: "2020-01-01T00:00:00", Registrator: "CT_USED", Amount: 148 }
]
}
])
);
@ -256,6 +271,10 @@ describe("assistant MCP discovery answer adapter", () => {
expect(draft.confirmed_lines.join("\n")).toContain("Профиль операционной активности");
expect(draft.confirmed_lines.join("\n")).toContain("ведущий тип документов Списание с расчетного счета");
expect(draft.confirmed_lines.join("\n")).toContain("ведущий раздел учета 60");
expect(draft.confirmed_lines.join("\n")).toContain("Профиль контрагентской базы");
expect(draft.confirmed_lines.join("\n")).toContain("412 контрагентов в базе");
expect(draft.confirmed_lines.join("\n")).toContain("Договорной профиль");
expect(draft.confirmed_lines.join("\n")).toContain("148 из 520 договоров используются");
expect(draft.inference_lines.join("\n")).toContain("Аналитический вывод по оборотам");
expect(draft.inference_lines.join("\n")).toContain("Концентрация входящего потока");
expect(draft.inference_lines.join("\n")).toContain("Концентрация исходящего потока");
@ -270,10 +289,13 @@ describe("assistant MCP discovery answer adapter", () => {
expect(draft.must_not_claim).toContain("Do not present business overview yearly operating-flow breakdown as profit, financial result, or a complete annual P&L.");
expect(draft.must_not_claim).toContain("Do not present business overview supplier concentration as vendor-risk audit, procurement quality, or full expense structure.");
expect(draft.must_not_claim).toContain("Do not present business overview document/account-section activity profile as process quality, accounting correctness, or completeness of all 1C activity.");
expect(draft.must_not_claim).toContain("Do not present business overview counterparty or contract profile as CRM quality, counterparty due diligence, contract-risk audit, or legal completeness.");
expect(draft.reason_codes).toContain("answer_contains_business_overview");
expect(draft.reason_codes).toContain("answer_contains_business_overview_supplier_concentration");
expect(draft.reason_codes).toContain("answer_contains_business_overview_yearly_operating_breakdown");
expect(draft.reason_codes).toContain("answer_contains_business_overview_document_activity_profile");
expect(draft.reason_codes).toContain("answer_contains_business_overview_counterparty_profile");
expect(draft.reason_codes).toContain("answer_contains_business_overview_contract_usage_profile");
expect(draft.reason_codes).toContain("answer_contains_business_overview_analyst_synthesis");
});

View File

@ -161,6 +161,21 @@ describe("assistant MCP discovery pilot executor", () => {
{ Period: "2020-01-01T00:00:00", Registrator: "SECTION_DT_OPS", AccountDt: "60", Amount: 9 },
{ Period: "2020-01-01T00:00:00", Registrator: "SECTION_KT_OPS", AccountDt: "62", Amount: 6 }
]
},
{
rows: [
{ Period: "2020-01-01T00:00:00", Registrator: "CP_TOTAL", Amount: 412 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_CUSTOMER_ACTIVE", Amount: 145 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_SUPPLIER_ACTIVE", Amount: 94 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_MIXED_ACTIVE", Amount: 23 },
{ Period: "2020-01-01T00:00:00", Registrator: "CP_ACTIVE_UNION", Amount: 216 }
]
},
{
rows: [
{ Period: "2020-01-01T00:00:00", Registrator: "CT_TOTAL", Amount: 520 },
{ Period: "2020-01-01T00:00:00", Registrator: "CT_USED", Amount: 148 }
]
}
]);
@ -227,10 +242,28 @@ describe("assistant MCP discovery pilot executor", () => {
operation_count: 9,
share_pct: 60
});
expect(result.derived_business_overview?.counterparty_profile).toMatchObject({
rows_matched: 5,
total_counterparties: 412,
active_counterparties: 216,
customer_only_count: 122,
supplier_only_count: 71,
mixed_role_count: 23,
other_or_inactive_count: 196
});
expect(result.derived_business_overview?.contract_usage_profile).toMatchObject({
rows_matched: 2,
total_contracts: 520,
used_contracts: 148,
unused_contracts: 372,
used_contract_share_pct: 28.46
});
expect(result.evidence.confirmed_facts.join("\n")).toContain("В 1С подтверждены входящие поступления");
expect(result.evidence.confirmed_facts.join("\n")).toContain("Самый крупный подтвержденный поставщик");
expect(result.evidence.confirmed_facts.join("\n")).toContain("Годовая раскладка операционного денежного потока");
expect(result.evidence.confirmed_facts.join("\n")).toContain("Профиль операционной активности");
expect(result.evidence.confirmed_facts.join("\n")).toContain("Профиль контрагентской базы");
expect(result.evidence.confirmed_facts.join("\n")).toContain("Договорной профиль");
expect(result.evidence.inferred_facts.join("\n")).toContain("procurement concentration proxy");
expect(result.evidence.inferred_facts.join("\n")).toContain("Самый сильный год по подтвержденным входящим поступлениям: 2021");
expect(result.evidence.unknown_facts).toContain(
@ -240,7 +273,9 @@ describe("assistant MCP discovery pilot executor", () => {
expect(result.reason_codes).toContain("pilot_derived_business_overview_top_suppliers_from_confirmed_rows");
expect(result.reason_codes).toContain("pilot_derived_business_overview_yearly_operating_breakdown_from_confirmed_rows");
expect(result.reason_codes).toContain("pilot_derived_business_overview_document_activity_profile_from_confirmed_rows");
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(4);
expect(result.reason_codes).toContain("pilot_derived_business_overview_counterparty_profile_from_confirmed_rows");
expect(result.reason_codes).toContain("pilot_derived_business_overview_contract_usage_profile_from_confirmed_rows");
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(6);
});
it("adds a checked VAT/tax family to business overview only when an explicit period is available", async () => {
@ -343,7 +378,7 @@ describe("assistant MCP discovery pilot executor", () => {
expect(result.reason_codes).toContain("pilot_derived_business_overview_tax_position_from_confirmed_rows");
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(11);
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(13);
const taxCall = deps.executeAddressMcpQuery.mock.calls[2]?.[0];
const tradingMarginCall = deps.executeAddressMcpQuery.mock.calls[9]?.[0];
expect(String(taxCall?.query ?? "")).toContain("НДСЗаписиКнигиПродаж");
@ -543,7 +578,7 @@ describe("assistant MCP discovery pilot executor", () => {
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(result.reason_codes).toContain("pilot_derived_business_overview_debt_staleness_risk_proxy_from_confirmed_rows");
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(11);
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(13);
const receivablesCall = deps.executeAddressMcpQuery.mock.calls[3]?.[0];
const payablesCall = deps.executeAddressMcpQuery.mock.calls[4]?.[0];
const openContractsCall = deps.executeAddressMcpQuery.mock.calls[5]?.[0];
@ -670,7 +705,7 @@ describe("assistant MCP discovery pilot executor", () => {
expect(result.reason_codes).toContain("pilot_derived_business_overview_inventory_position_from_confirmed_rows");
expect(result.reason_codes).toContain("pilot_derived_business_overview_inventory_turnover_proxy_from_confirmed_rows");
expect(result.reason_codes).toContain("pilot_derived_business_overview_inventory_staleness_risk_proxy_from_confirmed_rows");
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(11);
expect(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(13);
const inventoryCall = deps.executeAddressMcpQuery.mock.calls[6]?.[0];
expect(inventoryCall?.account_scope).toContain("41.01");
});