Planner Autonomy: ранжировать catalog chain templates

docs/ARCH/11 - architecture_turnaround/20 - planner_autonomy_consolidation_2026-05-01.md

@@ -110,6 +110,14 @@ The next local scoring step broadened metadata-surface autonomy without adding a
 - inferred catalog surfaces instantiate `catalog_drilldown`;
 - mixed or ambiguous surfaces still do not guess and continue through clarification / explicit data-need scoring.
 
+The following consolidation step added catalog-level chain-template scoring:
+
+- `assistantMcpCatalogIndex` can now score reviewed `chain_templates` directly from fact family, action family, required axes, comparison, ranking, and aggregation needs;
+- comparison-shaped value-flow ranks `value_flow_comparison` above the generic value-flow template;
+- ranking-shaped value-flow ranks `value_flow_ranking` above the generic value-flow template;
+- document/movement/inventory/lifecycle templates can now be inspected as catalog search results, not only as local planner branch constants;
+- `assistantMcpDiscoveryPlanner` now records the top catalog chain-template match in reason codes while preserving existing guarded execution behavior.
+
 ## Why This Matters
 
 This reduces the pressure to add one hard route per user wording.
@@ -183,6 +191,13 @@ Latest validation after unambiguous metadata-surface lane inference:
 - live inventory full-pack attempt: `inventory_stock_exact_bridge_live_20260501_after_runtime_bridge`, status `partial`
 - live attempt interpretation: route/intent/recipe/capability selection matched, but MCP execution failed with `MCP fetch failed: This operation was aborted`; direct proxy `get_metadata` also timed out while `/health` reported `active_sessions_count=0` and pending commands, so this is an infrastructure/polling-session blocker rather than accepted semantic evidence.
 
+Latest validation after catalog chain-template scoring:
+
+- targeted catalog/planner tests: passed, `54 passed`
+- full MCP-discovery suite: passed, `282 passed`, `9 skipped`
+- `npm.cmd run build`: passed
+- graphify rebuild: `5938 nodes`, `12903 edges`, `139 communities`
+
 ## Next Step
 
 The next safe step is to re-run live replay once the 1C side is actively polling the proxy, then continue into broader reviewed scoring.

docs/ARCH/11 - architecture_turnaround/README.md

@@ -80,6 +80,7 @@ It now documents a turnaround that is already operational in code, already mater
   - runtime bridge and answer adapter now keep unsupported inventory route templates behind an explicit user-facing boundary instead of letting template planning look like confirmed stock/supplier/purchase/sale evidence;
   - inventory catalog templates now bridge through existing exact inventory recipes (`41.01` scoped stock, supplier overlap, purchase provenance, and sale trace) inside the bounded MCP discovery pilot, while missing selected-item anchors still clarify instead of guessing;
   - unambiguous metadata surfaces can now infer the next reviewed lane from `Document.*`, `Register.*`, or `Catalog.*` objects even before upstream labels `downstream_route_family`, while mixed surfaces still do not guess;
+  - catalog index now scores reviewed chain templates directly from fact/action/axis/comparison/ranking needs, and planner exposes the top catalog chain match in reason codes;
   - live map sync: [20 - planner_autonomy_consolidation_2026-05-01.md](./20%20-%20planner_autonomy_consolidation_2026-05-01.md)
 
 Current honest status:
@@ -91,8 +92,8 @@ Current honest status:
 - open-world bounded-autonomy readiness: `~85%`
 - 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: `~78%` 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, and unambiguous metadata-surface lane inference validated locally, but live replay for the new bridge is currently blocked by missing active 1C polling and broader unfamiliar 1C asks still need replay-backed growth
+- Planner Autonomy Consolidation progress: `~80%` 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, and catalog chain-template scoring validated locally, but live replay for the new bridge is currently blocked by missing active 1C polling and broader unfamiliar 1C asks still need replay-backed growth
-- graph snapshot after latest rebuild: `5937 nodes`, `12899 edges`, `138 communities`
+- graph snapshot after latest rebuild: `5938 nodes`, `12903 edges`, `139 communities`
 - current breakpoint:
   - the validated hot paths are no longer structurally broken;
   - flagship continuity collapse is no longer the primary risk;
@@ -137,6 +138,7 @@ Latest live proof now includes:
 - inventory exact-runtime bridge accepted locally: runtime-bridge/answer-adapter/pilot-executor slice passed `70/70` with `1` skipped; full MCP-discovery slice passed `279/279` with `9` skipped; build passed; graphify rebuilt to `5930 nodes`, `12884 edges`, `135 communities`
 - unambiguous metadata-surface lane inference accepted locally: planner slice passed `36/36`; full MCP-discovery slice passed `281/281` with `9` skipped; build passed; graphify rebuilt to `5937 nodes`, `12899 edges`, `138 communities`
 - live inventory exact-bridge rerun `inventory_stock_exact_bridge_live_20260501_after_runtime_bridge` is recorded as infrastructure-blocked, not accepted: route/intent/recipe/capability matched, but MCP calls aborted and direct `get_metadata` timed out while proxy health showed `active_sessions_count=0` with pending commands
+- catalog chain-template scoring accepted locally: catalog/planner slice passed `54/54`; full MCP-discovery slice passed `282/282` with `9` skipped; build passed; graphify rebuilt to `5938 nodes`, `12903 edges`, `139 communities`
 
 Current architectural reading:
 

llm_normalizer/backend/dist/services/assistantMcpCatalogIndex.js

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.ASSISTANT_MCP_CATALOG_PLAN_REVIEW_SCHEMA_VERSION = exports.ASSISTANT_MCP_CATALOG_INDEX_SCHEMA_VERSION = void 0;
 exports.searchAssistantMcpCatalogPrimitivesByDecompositionCandidates = searchAssistantMcpCatalogPrimitivesByDecompositionCandidates;
 exports.searchAssistantMcpCatalogPrimitivesByFactAxis = searchAssistantMcpCatalogPrimitivesByFactAxis;
+exports.searchAssistantMcpCatalogChainTemplatesByFactAxis = searchAssistantMcpCatalogChainTemplatesByFactAxis;
 exports.searchAssistantMcpCatalogPrimitivesByMetadataSurface = searchAssistantMcpCatalogPrimitivesByMetadataSurface;
 exports.buildAssistantMcpCatalogIndex = buildAssistantMcpCatalogIndex;
 exports.getAssistantMcpCatalogPrimitive = getAssistantMcpCatalogPrimitive;
@@ -700,6 +701,53 @@ function searchAssistantMcpCatalogPrimitivesByFactAxis(input) {
         .sort((left, right) => right.score - left.score)
         .map((item) => item.primitive);
 }
+function searchAssistantMcpCatalogChainTemplatesByFactAxis(input) {
+    const requiredAxisSet = toStringSet(input.required_axes ?? []);
+    const desiredTags = tagSetFromFactAxisInput({
+        business_fact_family: input.business_fact_family,
+        action_family: input.action_family,
+        required_axes: input.required_axes,
+        comparison_need: input.comparison_need,
+        ranking_need: input.ranking_need,
+        aggregation_need: input.aggregation_need
+    });
+    const scored = [];
+    for (const template of CHAIN_TEMPLATES) {
+        const factMatch = matchesPlanningToken(input.business_fact_family, template.supported_fact_families);
+        const actionMatch = matchesPlanningToken(input.action_family, template.supported_action_families);
+        const tagMatches = template.planning_tags.filter((tag) => desiredTags.has(normalizePlanningToken(tag)));
+        const axisOverlap = template.base_required_axes.filter((axis) => requiredAxisSet.has(axis)).length;
+        let score = 0;
+        if (factMatch) {
+            score += 8;
+        }
+        if (actionMatch) {
+            score += 5;
+        }
+        score += tagMatches.length * 2;
+        score += axisOverlap;
+        if (input.comparison_need && template.planning_tags.some((tag) => normalizePlanningToken(tag) === "comparison")) {
+            score += 6;
+        }
+        if (input.ranking_need && template.planning_tags.some((tag) => normalizePlanningToken(tag) === "ranking")) {
+            score += 6;
+        }
+        if (input.aggregation_need === "by_month" &&
+            template.planning_tags.some((tag) => normalizePlanningToken(tag) === "monthly_aggregation")) {
+            score += 4;
+        }
+        if (score <= 0) {
+            continue;
+        }
+        scored.push({
+            chainId: template.chain_id,
+            score
+        });
+    }
+    return scored
+        .sort((left, right) => right.score - left.score)
+        .map((item) => item.chainId);
+}
 function searchAssistantMcpCatalogPrimitivesByMetadataSurface(input) {
     const allowAggregateByAxis = input.allow_aggregate_by_axis !== false;
     const requiredAxisSet = toStringSet(input.required_axes ?? []);

llm_normalizer/backend/dist/services/assistantMcpDiscoveryPlanner.js

@@ -278,6 +278,20 @@ function selectPrimitivesFromGraphAndCatalog(input) {
     if (factAxisPrimitives.length > 0) {
         reasonCodes.push("planner_selected_catalog_primitives_from_fact_axis_search");
     }
+    const chainTemplateMatches = input.dataNeedGraph
+        ? (0, assistantMcpCatalogIndex_1.searchAssistantMcpCatalogChainTemplatesByFactAxis)({
+            business_fact_family: input.dataNeedGraph.business_fact_family,
+            action_family: input.actionFamily ?? input.dataNeedGraph.action_family,
+            required_axes: input.requiredAxes,
+            comparison_need: input.dataNeedGraph.comparison_need,
+            ranking_need: input.dataNeedGraph.ranking_need,
+            aggregation_need: input.dataNeedGraph.aggregation_need
+        })
+        : [];
+    if (chainTemplateMatches.length > 0) {
+        reasonCodes.push("planner_scored_catalog_chain_templates_from_fact_axis");
+        reasonCodes.push(`planner_catalog_chain_template_search_top_${chainTemplateMatches[0]}`);
+    }
     const combinedCatalogPrimitives = [];
     for (const primitive of decompositionPrimitives) {
         if (!combinedCatalogPrimitives.includes(primitive)) {

llm_normalizer/backend/src/services/assistantMcpCatalogIndex.ts

@@ -622,6 +622,15 @@ export interface AssistantMcpCatalogFactAxisSearchInput {
   allow_aggregate_by_axis?: boolean;
 }
 
+export interface AssistantMcpCatalogChainTemplateSearchInput {
+  business_fact_family?: string | null;
+  action_family?: string | null;
+  required_axes?: string[];
+  comparison_need?: string | null;
+  ranking_need?: string | null;
+  aggregation_need?: string | null;
+}
+
 export interface AssistantMcpCatalogPrimitiveSearchInput {
   decomposition_candidates: string[];
   allow_aggregate_by_axis?: boolean;
@@ -847,6 +856,62 @@ export function searchAssistantMcpCatalogPrimitivesByFactAxis(
     .map((item) => item.primitive);
 }
 
+export function searchAssistantMcpCatalogChainTemplatesByFactAxis(
+  input: AssistantMcpCatalogChainTemplateSearchInput
+): AssistantMcpCatalogChainTemplateId[] {
+  const requiredAxisSet = toStringSet(input.required_axes ?? []);
+  const desiredTags = tagSetFromFactAxisInput({
+    business_fact_family: input.business_fact_family,
+    action_family: input.action_family,
+    required_axes: input.required_axes,
+    comparison_need: input.comparison_need,
+    ranking_need: input.ranking_need,
+    aggregation_need: input.aggregation_need
+  });
+  const scored: Array<{ chainId: AssistantMcpCatalogChainTemplateId; score: number }> = [];
+
+  for (const template of CHAIN_TEMPLATES) {
+    const factMatch = matchesPlanningToken(input.business_fact_family, template.supported_fact_families);
+    const actionMatch = matchesPlanningToken(input.action_family, template.supported_action_families);
+    const tagMatches = template.planning_tags.filter((tag) => desiredTags.has(normalizePlanningToken(tag)));
+    const axisOverlap = template.base_required_axes.filter((axis) => requiredAxisSet.has(axis)).length;
+
+    let score = 0;
+    if (factMatch) {
+      score += 8;
+    }
+    if (actionMatch) {
+      score += 5;
+    }
+    score += tagMatches.length * 2;
+    score += axisOverlap;
+    if (input.comparison_need && template.planning_tags.some((tag) => normalizePlanningToken(tag) === "comparison")) {
+      score += 6;
+    }
+    if (input.ranking_need && template.planning_tags.some((tag) => normalizePlanningToken(tag) === "ranking")) {
+      score += 6;
+    }
+    if (
+      input.aggregation_need === "by_month" &&
+      template.planning_tags.some((tag) => normalizePlanningToken(tag) === "monthly_aggregation")
+    ) {
+      score += 4;
+    }
+
+    if (score <= 0) {
+      continue;
+    }
+    scored.push({
+      chainId: template.chain_id,
+      score
+    });
+  }
+
+  return scored
+    .sort((left, right) => right.score - left.score)
+    .map((item) => item.chainId);
+}
+
 export function searchAssistantMcpCatalogPrimitivesByMetadataSurface(
   input: AssistantMcpCatalogMetadataSurfaceSearchInput
 ): AssistantMcpDiscoveryPrimitive[] {

llm_normalizer/backend/src/services/assistantMcpDiscoveryPlanner.ts

@@ -6,6 +6,7 @@ import {
 } from "./assistantMcpDiscoveryPolicy";
 import {
   getAssistantMcpCatalogChainTemplate,
+  searchAssistantMcpCatalogChainTemplatesByFactAxis,
   searchAssistantMcpCatalogPrimitivesByDecompositionCandidates,
   searchAssistantMcpCatalogPrimitivesByFactAxis,
   searchAssistantMcpCatalogPrimitivesByMetadataSurface,
@@ -457,6 +458,21 @@ function selectPrimitivesFromGraphAndCatalog(input: {
     reasonCodes.push("planner_selected_catalog_primitives_from_fact_axis_search");
   }
 
+  const chainTemplateMatches = input.dataNeedGraph
+    ? searchAssistantMcpCatalogChainTemplatesByFactAxis({
+        business_fact_family: input.dataNeedGraph.business_fact_family,
+        action_family: input.actionFamily ?? input.dataNeedGraph.action_family,
+        required_axes: input.requiredAxes,
+        comparison_need: input.dataNeedGraph.comparison_need,
+        ranking_need: input.dataNeedGraph.ranking_need,
+        aggregation_need: input.dataNeedGraph.aggregation_need
+      })
+    : [];
+  if (chainTemplateMatches.length > 0) {
+    reasonCodes.push("planner_scored_catalog_chain_templates_from_fact_axis");
+    reasonCodes.push(`planner_catalog_chain_template_search_top_${chainTemplateMatches[0]}`);
+  }
+
   const combinedCatalogPrimitives: AssistantMcpDiscoveryPrimitive[] = [];
   for (const primitive of decompositionPrimitives) {
     if (!combinedCatalogPrimitives.includes(primitive)) {

llm_normalizer/backend/tests/assistantMcpCatalogIndex.test.ts

@@ -5,6 +5,7 @@ import {
   getAssistantMcpCatalogChainTemplate,
   getAssistantMcpCatalogPrimitive,
   reviewAssistantMcpDiscoveryPlanAgainstCatalog,
+  searchAssistantMcpCatalogChainTemplatesByFactAxis,
   searchAssistantMcpCatalogPrimitivesByDecompositionCandidates,
   searchAssistantMcpCatalogPrimitivesByFactAxis,
   searchAssistantMcpCatalogPrimitivesByMetadataSurface
@@ -151,6 +152,30 @@ describe("assistant MCP catalog index", () => {
     expect(primitives).toEqual(["resolve_entity_reference", "query_documents", "probe_coverage"]);
   });
 
+  it("can score reviewed chain templates directly from fact family and required axes", () => {
+    const documentTemplates = searchAssistantMcpCatalogChainTemplatesByFactAxis({
+      business_fact_family: "document_evidence",
+      action_family: "list_documents",
+      required_axes: ["counterparty", "period", "coverage_target"]
+    });
+    const comparisonTemplates = searchAssistantMcpCatalogChainTemplatesByFactAxis({
+      business_fact_family: "value_flow",
+      action_family: "net_value_flow",
+      comparison_need: "incoming_vs_outgoing",
+      required_axes: ["organization", "period", "amount", "coverage_target"]
+    });
+    const rankingTemplates = searchAssistantMcpCatalogChainTemplatesByFactAxis({
+      business_fact_family: "value_flow",
+      action_family: "turnover",
+      ranking_need: "top_desc",
+      required_axes: ["organization", "period", "aggregate_axis", "amount", "coverage_target"]
+    });
+
+    expect(documentTemplates[0]).toBe("document_evidence");
+    expect(comparisonTemplates[0]).toBe("value_flow_comparison");
+    expect(rankingTemplates[0]).toBe("value_flow_ranking");
+  });
+
   it("can search reviewed primitives for inventory stock snapshot chains", () => {
     const primitives = searchAssistantMcpCatalogPrimitivesByFactAxis({
       business_fact_family: "inventory_stock_snapshot",

llm_normalizer/backend/tests/assistantMcpDiscoveryPlanner.test.ts

@@ -51,6 +51,8 @@ describe("assistant MCP discovery planner", () => {
     expect(result.reason_codes).toContain("planner_enabled_chunked_coverage_probe_budget");
     expect(result.reason_codes).toContain("planner_consumed_data_need_graph_v1");
     expect(result.reason_codes).toContain("planner_selected_catalog_primitives_from_decomposition_candidates");
+    expect(result.reason_codes).toContain("planner_scored_catalog_chain_templates_from_fact_axis");
+    expect(result.reason_codes).toContain("planner_catalog_chain_template_search_top_value_flow");
   });
 
   it("keeps a value-flow plan in clarification state when period axis is missing", () => {
@@ -145,6 +147,7 @@ describe("assistant MCP discovery planner", () => {
     expect(result.proposed_primitives).toEqual(["resolve_entity_reference", "query_documents", "probe_coverage"]);
     expect(result.reason_codes).toContain("planner_selected_catalog_primitives_from_fact_axis_search");
     expect(result.reason_codes).toContain("planner_instantiated_catalog_chain_template_document_evidence");
+    expect(result.reason_codes).toContain("planner_catalog_chain_template_search_top_document_evidence");
     expect(result.reason_codes).not.toContain("planner_fell_back_to_recipe_primitives_after_empty_catalog_search");
   });