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
@@ -498,6 +498,9 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
    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");
    }
@@ -730,6 +733,7 @@ function buildMustNotClaim(pilot: AssistantMcpDiscoveryPilotExecutionContract):
    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.");
@@ -1141,6 +1145,25 @@ function derivedBusinessOverviewConfirmedLines(pilot: AssistantMcpDiscoveryPilot
      `Окно подтвержденной активности в 1С: ${overview.activity_period.first_activity_date} — ${overview.activity_period.latest_activity_date}; ориентировочно ${overview.activity_period.duration_human_ru}.`
    );
  }
+  if (overview.document_activity_profile) {
+    const profile = overview.document_activity_profile;
+    const topDocument = profile.top_document_types[0];
+    const topSection = profile.top_account_sections[0];
+    const parts: string[] = [];
+    if (topDocument) {
+      const shareText = topDocument.share_pct === null ? "" : ` (${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"
@@ -1333,6 +1356,17 @@ function businessOverviewRiskSynthesisLine(overview: BusinessOverview): string |
      `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): item is string => 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) {
@@ -1357,7 +1391,7 @@ function businessOverviewRiskSynthesisLine(overview: BusinessOverview): string |

 function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): string | null {
  const hasCash = overview.incoming_customer_revenue.rows_with_amount > 0 || overview.outgoing_supplier_payout.rows_with_amount > 0;
-  const hasExtraSignals = Boolean(
+  const hasTaxDebtInventorySignals = Boolean(
    overview.tax_position ||
    overview.trading_margin_proxy ||
    overview.debt_position ||
@@ -1367,6 +1401,8 @@ 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;
  if (!hasCash && !hasExtraSignals) {
    return null;
  }
@@ -1376,9 +1412,11 @@ function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): strin
      : 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.`;
 }

@@ -1460,6 +1498,9 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
  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");
  }
@@ -138,6 +138,28 @@ export interface AssistantMcpDiscoveryBusinessOverviewYearBucket {
  net_direction: AssistantMcpDiscoveryNetDirection;
 }

+export interface AssistantMcpDiscoveryBusinessOverviewDocumentTypeBucket {
+  document_type: string;
+  count: number;
+  share_pct: number | null;
+}
+
+export interface AssistantMcpDiscoveryBusinessOverviewAccountSectionBucket {
+  account_section: string;
+  operation_count: number;
+  share_pct: number | null;
+}
+
+export interface AssistantMcpDiscoveryDerivedBusinessOverviewDocumentActivityProfile {
+  period_scope: string | null;
+  rows_matched: number;
+  total_document_type_count: number;
+  total_account_section_operations: number;
+  top_document_types: AssistantMcpDiscoveryBusinessOverviewDocumentTypeBucket[];
+  top_account_sections: AssistantMcpDiscoveryBusinessOverviewAccountSectionBucket[];
+  inference_basis: "document_type_and_account_section_profile_confirmed_1c_rows";
+}
+
 export interface AssistantMcpDiscoveryDerivedBidirectionalValueFlow {
  counterparty: string | null;
  period_scope: string | null;
@@ -174,6 +196,7 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverview {
  inventory_position: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryPosition | null;
  inventory_turnover_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryTurnoverProxy | null;
  inventory_staleness_risk_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryStalenessRiskProxy | null;
+  document_activity_profile: AssistantMcpDiscoveryDerivedBusinessOverviewDocumentActivityProfile | null;
  coverage_limited_by_probe_limit: boolean;
  checked_signal_count: number;
  missing_signal_families: string[];
@@ -615,6 +638,18 @@ function buildValueFlowFilters(planner: AssistantMcpDiscoveryPlannerContract): A
  };
 }

+function buildBusinessOverviewDocumentActivityFilters(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);
+  return {
+    ...dateScopeToFilters(dateScope),
+    ...(organization ? { organization } : {}),
+    limit: planner.discovery_plan.execution_budget.max_rows_per_probe,
+    sort: "period_asc"
+  };
+}
+
 function buildBusinessOverviewTaxFilters(planner: AssistantMcpDiscoveryPlannerContract): AddressFilterSet | null {
  const meaning = planner.discovery_plan.turn_meaning_ref;
  const organization = toNonEmptyString(meaning?.explicit_organization_scope);
@@ -2603,6 +2638,85 @@ function deriveBusinessOverviewYearlyBreakdown(input: {
    });
 }

+function normalizeBusinessOverviewActivityMarker(row: Record<string, unknown>): string | null {
+  const marker = toNonEmptyString(rowDocumentValue(row));
+  return marker ? marker.trim().toUpperCase() : null;
+}
+
+function normalizeBusinessOverviewAccountSection(value: string | null): string | null {
+  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: AddressMcpQueryExecutorResult | null,
+  periodScope: string | null
+): AssistantMcpDiscoveryDerivedBusinessOverviewDocumentActivityProfile | null {
+  if (!result || result.error || result.matched_rows <= 0) {
+    return null;
+  }
+
+  const documentTypeBuckets = new Map<string, number>();
+  const accountSectionBuckets = new Map<string, number>();
+  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: AssistantMcpDiscoveryCoverageAwareQueryResult | null,
  counterparty: string | null,
@@ -3521,6 +3635,7 @@ function deriveBusinessOverview(input: {
  receivablesResult: AddressMcpQueryExecutorResult | null;
  payablesResult: AddressMcpQueryExecutorResult | null;
  openContractsResult: AddressMcpQueryExecutorResult | null;
+  documentActivityProfileResult: AddressMcpQueryExecutorResult | null;
  debtAsOfDate: string | null;
  inventoryOnHandResult: AddressMcpQueryExecutorResult | null;
  inventoryAgingResult: AddressMcpQueryExecutorResult | null;
@@ -3558,6 +3673,10 @@ 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,
@@ -3581,6 +3700,7 @@ function deriveBusinessOverview(input: {
    Boolean(debtPosition),
    Boolean(debtOpenSettlementQuality),
    Boolean(debtStalenessRiskProxy),
+    Boolean(documentActivityProfile),
    Boolean(inventoryPosition),
    Boolean(inventoryTurnoverProxy),
    Boolean(inventoryStalenessRiskProxy)
@@ -3610,6 +3730,7 @@ 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,
@@ -3628,7 +3749,9 @@ function deriveBusinessOverview(input: {
      inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
    ].filter((item): item is string => Boolean(item)),
    inference_basis:
-      inventoryPosition
+      documentActivityProfile
+        ? "business_overview_from_confirmed_1c_multi_family_rows"
+        : inventoryPosition
        ? "business_overview_from_confirmed_1c_multi_family_rows"
        : debtOpenSettlementQuality
          ? "business_overview_from_confirmed_1c_multi_family_rows"
@@ -3651,6 +3774,7 @@ function summarizeBusinessOverviewRows(input: {
  receivablesResult: AddressMcpQueryExecutorResult | null;
  payablesResult: AddressMcpQueryExecutorResult | null;
  openContractsResult: AddressMcpQueryExecutorResult | null;
+  documentActivityProfileResult: AddressMcpQueryExecutorResult | null;
  inventoryOnHandResult: AddressMcpQueryExecutorResult | null;
  inventoryAgingResult: AddressMcpQueryExecutorResult | null;
 }): string | null {
@@ -3679,6 +3803,9 @@ 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`);
  }
@@ -3727,6 +3854,25 @@ function buildBusinessOverviewConfirmedFacts(derived: AssistantMcpDiscoveryDeriv
      `Подтвержденное окно активности в 1С: ${derived.activity_period.first_activity_date} — ${derived.activity_period.latest_activity_date}.`
    );
  }
+  if (derived.document_activity_profile) {
+    const profile = derived.document_activity_profile;
+    const topDocument = profile.top_document_types[0];
+    const topSection = profile.top_account_sections[0];
+    const parts: string[] = [];
+    if (topDocument) {
+      const shareText = topDocument.share_pct === null ? "" : ` (${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"
@@ -4641,10 +4787,12 @@ export async function executeAssistantMcpDiscoveryPilot(
    let receivablesResult: AddressMcpQueryExecutorResult | null = null;
    let payablesResult: AddressMcpQueryExecutorResult | null = null;
    let openContractsResult: AddressMcpQueryExecutorResult | null = null;
+    let documentActivityProfileResult: 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 taxFilters = buildBusinessOverviewTaxFilters(planner);
    const tradingMarginFilters = buildBusinessOverviewTradingMarginFilters(planner);
    const debtFilters = buildBusinessOverviewDebtFilters(planner);
@@ -4654,6 +4802,7 @@ 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 taxSelection = taxFilters
      ? selectAddressRecipe("vat_liability_confirmed_for_tax_period", taxFilters)
      : null;
@@ -4707,6 +4856,12 @@ export async function executeAssistantMcpDiscoveryPilot(
    }

    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");
    } else if (!taxFilters) {
@@ -4919,6 +5074,18 @@ export async function executeAssistantMcpDiscoveryPilot(
          });
          probeResults.push(queryResultToProbeResult(step.primitive_id, tradingMarginResult));
        }
+        if (documentActivitySelection.selected_recipe) {
+          const documentActivityPlan = 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");
@@ -4931,6 +5098,12 @@ export async function executeAssistantMcpDiscoveryPilot(
        } 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;
      }

@@ -4947,6 +5120,7 @@ export async function executeAssistantMcpDiscoveryPilot(
      receivablesResult,
      payablesResult,
      openContractsResult,
+      documentActivityProfileResult,
      debtAsOfDate,
      inventoryOnHandResult,
      inventoryAgingResult,
@@ -4968,6 +5142,9 @@ export async function executeAssistantMcpDiscoveryPilot(
      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");
      }
@@ -5005,6 +5182,7 @@ export async function executeAssistantMcpDiscoveryPilot(
      receivablesResult,
      payablesResult,
      openContractsResult,
+      documentActivityProfileResult,
      inventoryOnHandResult,
      inventoryAgingResult
    });