Open-World: добавить профиль документов в бизнес-обзор

2026-05-05 13:09:42 +03:00
parent e803942472
commit 466b3b66e5
9 changed files with 479 additions and 26 deletions
@@ -399,6 +399,9 @@ function headlineFor(mode, pilot) {
        if (overview.activity_period) {
            families.push("активность");
        }
+        if (overview.document_activity_profile) {
+            families.push("профиль типов документов и разделов учета");
+        }
        if (overview.tax_position) {
            families.push("НДС-позиция");
        }
@@ -621,6 +624,7 @@ function buildMustNotClaim(pilot) {
        claims.push("Do not present business overview yearly operating-flow breakdown as profit, financial result, or a complete annual P&L.");
        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 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.");
@@ -977,6 +981,23 @@ function derivedBusinessOverviewConfirmedLines(pilot) {
    if (overview.activity_period) {
        lines.push(`Окно подтвержденной активности в 1С: ${overview.activity_period.first_activity_date} — ${overview.activity_period.latest_activity_date}; ориентировочно ${overview.activity_period.duration_human_ru}.`);
    }
+    if (overview.document_activity_profile) {
+        const profile = overview.document_activity_profile;
+        const topDocument = profile.top_document_types[0];
+        const topSection = profile.top_account_sections[0];
+        const parts = [];
+        if (topDocument) {
+            const shareText = topDocument.share_pct === null ? "" : ` (${topDocument.share_pct}%)`;
+            parts.push(`ведущий тип документов ${topDocument.document_type} — ${topDocument.count} документов${shareText}`);
+        }
+        if (topSection) {
+            const shareText = topSection.share_pct === null ? "" : ` (${topSection.share_pct}%)`;
+            parts.push(`ведущий раздел учета ${topSection.account_section} — ${topSection.operation_count} операций${shareText}`);
+        }
+        if (parts.length > 0) {
+            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.tax_position) {
        const taxDirection = overview.tax_position.net_vat_direction === "vat_to_pay"
            ? "к уплате"
@@ -1138,6 +1159,17 @@ function businessOverviewRiskSynthesisLine(overview) {
    if (overview.debt_staleness_risk_proxy) {
        signals.push(`staleness risk proxy открытых расчетов: ${debtStalenessRiskBandRu(overview.debt_staleness_risk_proxy.risk_band)}, возраст ${overview.debt_staleness_risk_proxy.max_contract_age_days} дн., концентрация старейшего крупного договора ${overview.debt_staleness_risk_proxy.top_contract_share_pct}%`);
    }
+    if (overview.document_activity_profile) {
+        const topDocument = overview.document_activity_profile.top_document_types[0];
+        const topSection = overview.document_activity_profile.top_account_sections[0];
+        const parts = [
+            topDocument ? `ведущий тип документов ${topDocument.document_type}` : null,
+            topSection ? `ведущий раздел учета ${topSection.account_section}` : null
+        ].filter((item) => Boolean(item));
+        if (parts.length > 0) {
+            signals.push(`операционный activity mix: ${parts.join(", ")}`);
+        }
+    }
    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) {
@@ -1159,7 +1191,7 @@ function businessOverviewRiskSynthesisLine(overview) {
 }
 function businessOverviewExecutiveVerdictLine(overview) {
    const hasCash = overview.incoming_customer_revenue.rows_with_amount > 0 || overview.outgoing_supplier_payout.rows_with_amount > 0;
-    const hasExtraSignals = Boolean(overview.tax_position ||
+    const hasTaxDebtInventorySignals = Boolean(overview.tax_position ||
        overview.trading_margin_proxy ||
        overview.debt_position ||
        overview.debt_open_settlement_quality ||
@@ -1167,6 +1199,8 @@ 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;
    if (!hasCash && !hasExtraSignals) {
        return null;
    }
@@ -1175,9 +1209,11 @@ function businessOverviewExecutiveVerdictLine(overview) {
        : overview.net_direction === "net_outgoing"
            ? "операционно исходящий поток сильнее входящего, это зона внимания к расходам/закупкам"
            : "операционный поток выглядит сбалансированным";
-    const evidenceTone = hasExtraSignals
+    const evidenceTone = hasTaxDebtInventorySignals
        ? "часть налоговых, долговых или складских контуров уже отдельно проверена"
-        : "налоги, долги и склад еще не дают проверенного управленческого контекста";
+        : hasDocumentActivitySignal
+            ? "операционный activity mix по типам документов и разделам учета уже отдельно проверен"
+            : "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.`;
 }
 function derivedBusinessOverviewInferenceLines(pilot) {
@@ -1251,6 +1287,9 @@ function buildAssistantMcpDiscoveryAnswerDraft(pilot) {
    if (pilot.derived_business_overview?.yearly_breakdown?.length) {
        pushReason(reasonCodes, "answer_contains_business_overview_yearly_operating_breakdown");
    }
+    if (pilot.derived_business_overview?.document_activity_profile) {
+        pushReason(reasonCodes, "answer_contains_business_overview_document_activity_profile");
+    }
    if (pilot.derived_business_overview?.debt_position) {
        pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
    }
@@ -160,6 +160,17 @@ function buildValueFlowFilters(planner) {
        sort: "period_asc"
    };
 }
+function buildBusinessOverviewDocumentActivityFilters(planner) {
+    const meaning = planner.discovery_plan.turn_meaning_ref;
+    const organization = toNonEmptyString(meaning?.explicit_organization_scope);
+    const dateScope = toNonEmptyString(meaning?.explicit_date_scope);
+    return {
+        ...dateScopeToFilters(dateScope),
+        ...(organization ? { organization } : {}),
+        limit: planner.discovery_plan.execution_budget.max_rows_per_probe,
+        sort: "period_asc"
+    };
+}
 function buildBusinessOverviewTaxFilters(planner) {
    const meaning = planner.discovery_plan.turn_meaning_ref;
    const organization = toNonEmptyString(meaning?.explicit_organization_scope);
@@ -1836,6 +1847,75 @@ function deriveBusinessOverviewYearlyBreakdown(input) {
        };
    });
 }
+function normalizeBusinessOverviewActivityMarker(row) {
+    const marker = toNonEmptyString(rowDocumentValue(row));
+    return marker ? marker.trim().toUpperCase() : null;
+}
+function normalizeBusinessOverviewAccountSection(value) {
+    const normalized = String(value ?? "").replace(/\s+/g, "").trim();
+    if (!normalized) {
+        return null;
+    }
+    const sectionMatch = normalized.match(/^(\d{2})(?:[.\-_/]|$)/);
+    return sectionMatch?.[1] ?? normalized;
+}
+function deriveBusinessOverviewDocumentActivityProfile(result, periodScope) {
+    if (!result || result.error || result.matched_rows <= 0) {
+        return null;
+    }
+    const documentTypeBuckets = new Map();
+    const accountSectionBuckets = new Map();
+    for (const row of result.rows) {
+        const marker = normalizeBusinessOverviewActivityMarker(row);
+        const count = rowAmountValue(row);
+        if (!marker || count === null || count <= 0) {
+            continue;
+        }
+        if (marker === "DOC_TYPE_DOCS") {
+            const documentType = rowDebitAccountValue(row) ?? rowAccountValue(row);
+            if (documentType) {
+                documentTypeBuckets.set(documentType, (documentTypeBuckets.get(documentType) ?? 0) + count);
+            }
+            continue;
+        }
+        if (marker === "SECTION_DT_OPS" || marker === "SECTION_KT_OPS") {
+            const section = normalizeBusinessOverviewAccountSection(rowDebitAccountValue(row) ?? rowAccountValue(row));
+            if (section) {
+                accountSectionBuckets.set(section, (accountSectionBuckets.get(section) ?? 0) + count);
+            }
+        }
+    }
+    const totalDocumentTypeCount = Array.from(documentTypeBuckets.values()).reduce((sum, count) => sum + count, 0);
+    const totalAccountSectionOperations = Array.from(accountSectionBuckets.values()).reduce((sum, count) => sum + count, 0);
+    const topDocumentTypes = Array.from(documentTypeBuckets.entries())
+        .map(([documentType, count]) => ({
+        document_type: documentType,
+        count,
+        share_pct: percentageOfTotal(count, totalDocumentTypeCount)
+    }))
+        .sort((left, right) => right.count - left.count || left.document_type.localeCompare(right.document_type, "ru"))
+        .slice(0, 5);
+    const topAccountSections = Array.from(accountSectionBuckets.entries())
+        .map(([accountSection, operationCount]) => ({
+        account_section: accountSection,
+        operation_count: operationCount,
+        share_pct: percentageOfTotal(operationCount, totalAccountSectionOperations)
+    }))
+        .sort((left, right) => right.operation_count - left.operation_count || left.account_section.localeCompare(right.account_section, "ru"))
+        .slice(0, 5);
+    if (topDocumentTypes.length <= 0 && topAccountSections.length <= 0) {
+        return null;
+    }
+    return {
+        period_scope: periodScope,
+        rows_matched: result.matched_rows,
+        total_document_type_count: totalDocumentTypeCount,
+        total_account_section_operations: totalAccountSectionOperations,
+        top_document_types: topDocumentTypes,
+        top_account_sections: topAccountSections,
+        inference_basis: "document_type_and_account_section_profile_confirmed_1c_rows"
+    };
+}
 function deriveValueFlow(result, counterparty, periodScope, direction, aggregationAxis) {
    if (!result || result.error || result.matched_rows <= 0) {
        return null;
@@ -2633,6 +2713,7 @@ function deriveBusinessOverview(input) {
        openContractsResult: input.openContractsResult,
        debtAsOfDate: input.debtAsOfDate
    });
+    const documentActivityProfile = deriveBusinessOverviewDocumentActivityProfile(input.documentActivityProfileResult, input.periodScope);
    const debtStalenessRiskProxy = deriveBusinessOverviewDebtStalenessRiskProxy(debtOpenSettlementQuality);
    const inventoryPosition = deriveBusinessOverviewInventoryPosition({
        inventoryOnHandResult: input.inventoryOnHandResult,
@@ -2656,6 +2737,7 @@ function deriveBusinessOverview(input) {
        Boolean(debtPosition),
        Boolean(debtOpenSettlementQuality),
        Boolean(debtStalenessRiskProxy),
+        Boolean(documentActivityProfile),
        Boolean(inventoryPosition),
        Boolean(inventoryTurnoverProxy),
        Boolean(inventoryStalenessRiskProxy)
@@ -2684,6 +2766,7 @@ function deriveBusinessOverview(input) {
        inventory_position: inventoryPosition,
        inventory_turnover_proxy: inventoryTurnoverProxy,
        inventory_staleness_risk_proxy: inventoryStalenessRiskProxy,
+        document_activity_profile: documentActivityProfile,
        coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
        checked_signal_count: checkedSignalCount,
        missing_signal_families: [
@@ -2700,17 +2783,19 @@ function deriveBusinessOverview(input) {
                : "inventory_position",
            inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
        ].filter((item) => Boolean(item)),
-        inference_basis: inventoryPosition
+        inference_basis: documentActivityProfile
            ? "business_overview_from_confirmed_1c_multi_family_rows"
-            : debtOpenSettlementQuality
+            : inventoryPosition
                ? "business_overview_from_confirmed_1c_multi_family_rows"
-                : taxPosition && debtPosition
-                    ? "business_overview_from_confirmed_1c_money_activity_tax_and_debt_rows"
-                    : taxPosition
-                        ? "business_overview_from_confirmed_1c_money_activity_and_tax_rows"
-                        : debtPosition
-                            ? "business_overview_from_confirmed_1c_money_activity_and_debt_rows"
-                            : "business_overview_from_confirmed_1c_money_and_activity_rows"
+                : debtOpenSettlementQuality
+                    ? "business_overview_from_confirmed_1c_multi_family_rows"
+                    : taxPosition && debtPosition
+                        ? "business_overview_from_confirmed_1c_money_activity_tax_and_debt_rows"
+                        : taxPosition
+                            ? "business_overview_from_confirmed_1c_money_activity_and_tax_rows"
+                            : debtPosition
+                                ? "business_overview_from_confirmed_1c_money_activity_and_debt_rows"
+                                : "business_overview_from_confirmed_1c_money_and_activity_rows"
    };
 }
 function summarizeBusinessOverviewRows(input) {
@@ -2739,6 +2824,9 @@ function summarizeBusinessOverviewRows(input) {
    if (input.openContractsResult && !input.openContractsResult.error) {
        parts.push(`${input.openContractsResult.fetched_rows} open-contract rows fetched, ${input.openContractsResult.matched_rows} matched`);
    }
+    if (input.documentActivityProfileResult && !input.documentActivityProfileResult.error) {
+        parts.push(`${input.documentActivityProfileResult.fetched_rows} document/account-section profile rows fetched, ${input.documentActivityProfileResult.matched_rows} matched`);
+    }
    if (input.inventoryOnHandResult && !input.inventoryOnHandResult.error) {
        parts.push(`${input.inventoryOnHandResult.fetched_rows} inventory on-hand rows fetched, ${input.inventoryOnHandResult.matched_rows} matched`);
    }
@@ -2774,6 +2862,23 @@ function buildBusinessOverviewConfirmedFacts(derived) {
    if (derived.activity_period) {
        facts.push(`Подтвержденное окно активности в 1С: ${derived.activity_period.first_activity_date} — ${derived.activity_period.latest_activity_date}.`);
    }
+    if (derived.document_activity_profile) {
+        const profile = derived.document_activity_profile;
+        const topDocument = profile.top_document_types[0];
+        const topSection = profile.top_account_sections[0];
+        const parts = [];
+        if (topDocument) {
+            const shareText = topDocument.share_pct === null ? "" : ` (${topDocument.share_pct}%)`;
+            parts.push(`ведущий тип документов ${topDocument.document_type} — ${topDocument.count} документов${shareText}`);
+        }
+        if (topSection) {
+            const shareText = topSection.share_pct === null ? "" : ` (${topSection.share_pct}%)`;
+            parts.push(`ведущий раздел учета ${topSection.account_section} — ${topSection.operation_count} операций${shareText}`);
+        }
+        if (parts.length > 0) {
+            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.tax_position) {
        const taxDirection = derived.tax_position.net_vat_direction === "vat_to_pay"
            ? "к уплате"
@@ -3537,10 +3642,12 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
        let receivablesResult = null;
        let payablesResult = null;
        let openContractsResult = null;
+        let documentActivityProfileResult = null;
        let inventoryOnHandResult = null;
        let inventoryAgingResult = null;
        const valueFilters = buildValueFlowFilters(planner);
        const lifecycleFilters = buildLifecycleFilters(planner);
+        const documentActivityFilters = buildBusinessOverviewDocumentActivityFilters(planner);
        const taxFilters = buildBusinessOverviewTaxFilters(planner);
        const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
        const debtFilters = buildBusinessOverviewDebtFilters(planner);
@@ -3550,6 +3657,7 @@ 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 taxSelection = taxFilters
            ? (0, addressRecipeCatalog_1.selectAddressRecipe)("vat_liability_confirmed_for_tax_period", taxFilters)
            : null;
@@ -3601,6 +3709,13 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
            };
        }
        pushReason(reasonCodes, "pilot_business_overview_recipes_selected");
+        if (documentActivitySelection.selected_recipe) {
+            pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_recipe_selected");
+        }
+        else {
+            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 (taxSelection?.selected_recipe) {
            pushReason(reasonCodes, "pilot_business_overview_tax_recipe_selected");
        }
@@ -3824,6 +3939,15 @@ 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);
+                    documentActivityProfileResult = await runtimeDeps.executeAddressMcpQuery({
+                        query: documentActivityPlan.query,
+                        limit: documentActivityPlan.limit,
+                        account_scope: documentActivityPlan.account_scope
+                    });
+                    probeResults.push(queryResultToProbeResult(step.primitive_id, documentActivityProfileResult));
+                }
                if (lifecycleResult.error) {
                    pushUnique(queryLimitations, lifecycleResult.error);
                    pushReason(reasonCodes, "pilot_business_overview_query_documents_mcp_error");
@@ -3838,6 +3962,13 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
                else if (tradingMarginResult) {
                    pushReason(reasonCodes, "pilot_business_overview_trading_margin_query_mcp_executed");
                }
+                if (documentActivityProfileResult?.error) {
+                    pushUnique(queryLimitations, documentActivityProfileResult.error);
+                    pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_query_mcp_error");
+                }
+                else if (documentActivityProfileResult) {
+                    pushReason(reasonCodes, "pilot_business_overview_document_activity_profile_query_mcp_executed");
+                }
                continue;
            }
            skippedPrimitives.push(step.primitive_id);
@@ -3852,6 +3983,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
            receivablesResult,
            payablesResult,
            openContractsResult,
+            documentActivityProfileResult,
            debtAsOfDate,
            inventoryOnHandResult,
            inventoryAgingResult,
@@ -3873,6 +4005,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
            if (derivedBusinessOverview.activity_period) {
                pushReason(reasonCodes, "pilot_derived_business_overview_activity_window_from_confirmed_rows");
            }
+            if (derivedBusinessOverview.document_activity_profile) {
+                pushReason(reasonCodes, "pilot_derived_business_overview_document_activity_profile_from_confirmed_rows");
+            }
            if (derivedBusinessOverview.tax_position) {
                pushReason(reasonCodes, "pilot_derived_business_overview_tax_position_from_confirmed_rows");
            }
@@ -3910,6 +4045,7 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
            receivablesResult,
            payablesResult,
            openContractsResult,
+            documentActivityProfileResult,
            inventoryOnHandResult,
            inventoryAgingResult
        });