From bf3ae110ef6118715c7c7dab7743a71fcccab579 Mon Sep 17 00:00:00 2001 From: dctouch Date: Mon, 4 May 2026 10:22:08 +0300 Subject: [PATCH] =?UTF-8?q?Open-World:=20=D0=B4=D0=BE=D0=B1=D0=B0=D0=B2?= =?UTF-8?q?=D0=B8=D1=82=D1=8C=20sales-to-stock=20proxy=20=D0=B2=20=D0=B1?= =?UTF-8?q?=D0=B8=D0=B7=D0=BD=D0=B5=D1=81-=D0=BE=D0=B1=D0=B7=D0=BE=D1=80?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../21 - current_status_canon_2026-05-01.md | 7 +- ...rld_bounded_autonomy_breadth_2026-05-01.md | 36 ++++++++- .../11 - architecture_turnaround/README.md | 7 +- .../assistantMcpDiscoveryAnswerAdapter.js | 26 ++++++- .../assistantMcpDiscoveryPilotExecutor.js | 52 ++++++++++++- .../assistantMcpDiscoveryAnswerAdapter.ts | 28 ++++++- .../assistantMcpDiscoveryPilotExecutor.ts | 76 ++++++++++++++++++- ...assistantMcpDiscoveryAnswerAdapter.test.ts | 16 +++- ...assistantMcpDiscoveryPilotExecutor.test.ts | 23 +++++- 9 files changed, 251 insertions(+), 20 deletions(-) diff --git a/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md b/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md index f678e92..461481c 100644 --- a/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md +++ b/docs/ARCH/11 - architecture_turnaround/21 - current_status_canon_2026-05-01.md @@ -25,8 +25,9 @@ If another document says `78%`, `87%`, `92%`, or `85%` for a module that is now - Completed active slice: `Business Overview Contract-Date Debt Age Signal Bridge`: explicit-period open-settlement quality can now include contract-date age as a bounded signal, while due-date aging/overdue debt remains unclaimed until a reviewed payment-term route exists. - Completed active slice: `Business Overview Analyst Synthesis Layer`: business-overview answers now turn checked fact families into a bounded analyst note with operating scale, customer concentration, risk contours, and explicit profit/margin boundaries. - Completed active slice: `Business Overview Trading Margin Proxy Bridge`: explicit-period business overview can include a bounded товарный sales-vs-purchase document proxy for revenue, purchase-cost trace, gross spread, and margin proxy, while clean profit/accounting финрезультат remains unclaimed. -- Next active slice: continue breadth into exact company-wide accounting profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families only where reviewed evidence routes exist. -- Active module progress: `~77% (Open-World Bounded Autonomy Breadth)`. +- Completed active slice: `Business Overview Inventory Sales Velocity Proxy Bridge`: when explicit-period stock and товарные sales evidence are both present, business overview can include a bounded sales-to-stock proxy while full FIFO turnover/liquidity remains unclaimed. +- Next active slice: continue breadth into exact company-wide accounting profit/margin, real due-date debt aging, full inventory-liquidity/obsolescence, and broader unfamiliar 1C route families only where reviewed evidence routes exist. +- Active module progress: `~80% (Open-World Bounded Autonomy Breadth)`. ## Reporting Rule @@ -63,7 +64,7 @@ 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, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, as-of-date inventory position, and trading-margin proxy into separately proven exact accounting profit/margin, due-date debt aging/overdue, and real inventory-liquidity evidence families; +- extend `business_overview` beyond money-flow/activity, explicit-period VAT/tax, as-of-date debt position, open-settlement concentration, contract-date debt age, as-of-date inventory position, trading-margin proxy, and sales-to-stock inventory proxy into separately proven exact accounting profit/margin, due-date debt aging/overdue, and full inventory-liquidity/obsolescence 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; diff --git a/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md b/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md index 1c24ae5..4115d03 100644 --- a/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md +++ b/docs/ARCH/11 - architecture_turnaround/22 - open_world_bounded_autonomy_breadth_2026-05-01.md @@ -269,12 +269,13 @@ Local validation is accepted for this slice: - `npm.cmd test -- assistantMcpDiscoveryPilotExecutor.test.ts assistantMcpDiscoveryAnswerAdapter.test.ts addressQueryRuntimeM23.test.ts`: passed `478` with `1` skipped. - `npm.cmd run build`: passed. + ### Still Pending Breadth Slices Grow this bridge beyond the first confirmed signal bundle: - add separate evidence families for exact company-wide accounting profit/margin and due-date debt aging/overdue quality where reviewed closing-cost and due-date/payment-term routes exist; -- extend inventory evidence from as-of-date stock position into real turnover/liquidity only when reviewed sales velocity, aging, or obsolescence evidence exists; +- extend inventory evidence from sales-to-stock proxy into full FIFO turnover/liquidity/obsolescence only when reviewed stock aging, sales velocity, reserve, or liquidation-value evidence exists; - upgrade debt evidence from as-of-date position/open-settlement concentration/contract-date age into overdue aging only when reviewed due-date or payment-term aging evidence exists; - extend VAT/tax beyond explicit-period tax position only when the requested tax fact is provable and the period is explicit; - keep Post-F stale-scope and phase83 catalog-alignment canaries green while widening the route. @@ -368,3 +369,36 @@ Business-overview trading-margin proxy validation: - `npm.cmd run build`: passed. Graphify rebuild after Slice 11 code/doc sync: `6028 nodes`, `13131 edges`, `137 communities`. + +Business-overview inventory sales velocity proxy validation: + +- `npm.cmd test -- assistantMcpDiscoveryPilotExecutor.test.ts assistantMcpDiscoveryAnswerAdapter.test.ts`: passed `66` with `1` skipped. +- `npm.cmd test -- addressQueryRuntimeM23.test.ts`: passed `412`. +- `npm.cmd run build`: passed. + +Graphify rebuild after Slice 12 code/doc sync: `6030 nodes`, `13136 edges`, `137 communities`. + +## Slice 12 - Business Overview Inventory Sales Velocity Proxy Bridge + +This slice converts an existing missing family into a bounded cross-signal proxy. + +It uses only already checked fact families: + +- inventory on-hand amount on an explicit as-of date; +- товарные sales document revenue for the same explicit period. + +Implemented now: + +- the pilot derives `inventory_turnover_proxy` only when both `inventory_position` and `trading_margin_proxy` are present in the current business-overview turn; +- the proxy reports sales revenue, stock amount, sales-to-stock ratio, and stock-to-sales percentage; +- the answer adapter surfaces this as `оборотный proxy склада`, not as full inventory liquidity, FIFO turnover, obsolescence analysis, or liquidation value; +- when this proxy exists, the missing family narrows from `inventory_turnover_quality` to `inventory_liquidity_quality`; +- all-time business overview still does not reuse stale stock or sales-window evidence. + +This is a useful management signal for broad company analysis, but it is not a complete warehouse-liquidity conclusion. Full inventory quality still needs reviewed evidence for FIFO/lot turnover, aging/obsolescence, reserves, and liquidation value. + +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 `412`. +- `npm.cmd run build`: passed. diff --git a/docs/ARCH/11 - architecture_turnaround/README.md b/docs/ARCH/11 - architecture_turnaround/README.md index 296b4bc..d00f32a 100644 --- a/docs/ARCH/11 - architecture_turnaround/README.md +++ b/docs/ARCH/11 - architecture_turnaround/README.md @@ -60,7 +60,8 @@ Status canon for planning: - The current completed breadth slice is `Business Overview Contract-Date Debt Age Signal Bridge`: explicit-period open-settlement quality can include contract-date age as a bounded signal, while due-date aging/overdue debt still waits for reviewed payment-term evidence. - The current completed breadth slice is `Business Overview Analyst Synthesis Layer`: broad company-analysis answers now synthesize checked fact families into operating scale, customer concentration, risk contours, and a concise bounded LLM-audit. - The current completed breadth slice is `Business Overview Trading Margin Proxy Bridge`: explicit-period company analysis can now include товарный sales-vs-purchase document proxy for revenue, purchase-cost trace, gross spread, and margin proxy, while clean profit/accounting финрезультат remains unclaimed. -- The next active breadth slice continues breadth into exact company-wide accounting profit/margin, real due-date debt aging, inventory-liquidity/turnover, and broader unfamiliar 1C route families without relaxing truth boundaries. +- The current completed breadth slice is `Business Overview Inventory Sales Velocity Proxy Bridge`: when explicit-period stock and sales evidence are both present, company analysis can include a bounded sales-to-stock proxy while full FIFO/liquidity/obsolescence remains unclaimed. +- The next active breadth slice continues breadth into exact company-wide accounting profit/margin, real due-date debt aging, full inventory-liquidity/obsolescence, 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). It now documents a turnaround that is already operational in code, already materially past the acute regression breakpoint, and already moved through bounded MCP autonomy, Post-F hardening, inventory breadth proof, and the declared Planner Autonomy slice: @@ -125,11 +126,11 @@ 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: `~77%`, 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, analyst synthesis added to business-overview answer drafting, and company-period trading margin proxy bridged locally; exact accounting profit/margin, true due-date debt aging/overdue, and real inventory-liquidity expansion are still pending +- active Open-World Bounded Autonomy Breadth progress: `~80%`, 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, analyst synthesis added to business-overview answer drafting, company-period trading margin proxy bridged locally, and inventory sales-to-stock proxy bridged locally; exact accounting profit/margin, true due-date debt aging/overdue, and full inventory-liquidity/obsolescence expansion 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: `6028 nodes`, `13131 edges`, `137 communities` +- graph snapshot after latest rebuild: `6030 nodes`, `13136 edges`, `137 communities` - current regression-gate breakpoint: - the validated hot paths are no longer structurally broken; - flagship continuity collapse is no longer the primary risk; diff --git a/llm_normalizer/backend/dist/services/assistantMcpDiscoveryAnswerAdapter.js b/llm_normalizer/backend/dist/services/assistantMcpDiscoveryAnswerAdapter.js index 99b0b0b..82bda30 100644 --- a/llm_normalizer/backend/dist/services/assistantMcpDiscoveryAnswerAdapter.js +++ b/llm_normalizer/backend/dist/services/assistantMcpDiscoveryAnswerAdapter.js @@ -364,6 +364,9 @@ function headlineFor(mode, pilot) { if (overview.inventory_position) { families.push("складской срез на дату"); } + if (overview.inventory_turnover_proxy) { + families.push("оборотный proxy склада"); + } const unknownFamilies = [overview.trading_margin_proxy ? "чистая прибыль/точная маржа" : "прибыль/маржа"]; if (!overview.tax_position) { unknownFamilies.push("НДС"); @@ -555,6 +558,7 @@ function buildMustNotClaim(pilot) { 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."); claims.push("Do not present an inventory snapshot or purchase-date aging signal as turnover, obsolescence, liquidation value, or full inventory health."); + claims.push("Do not present business overview inventory turnover proxy as full inventory liquidity, FIFO turnover, obsolescence analysis, or liquidation value."); claims.push("Do not expose business_overview_route_template_v1 or MCP primitive names in the user answer."); } if (pilot.derived_ranked_value_flow) { @@ -909,6 +913,16 @@ function derivedBusinessOverviewConfirmedLines(pilot) { lines.push(`Возрастной сигнал склада: самая ранняя найденная дата закупки ${overview.inventory_position.aging_signal.oldest_purchase_date}${ageText}.`); } } + if (overview.inventory_turnover_proxy) { + const proxy = overview.inventory_turnover_proxy; + const ratioText = proxy.sales_to_stock_amount_ratio === null + ? "не рассчитано" + : `${proxy.sales_to_stock_amount_ratio}x`; + const stockShareText = proxy.stock_to_sales_revenue_pct === null + ? "не рассчитана" + : `${proxy.stock_to_sales_revenue_pct}%`; + lines.push(`Оборотный proxy склада за ${proxy.period_scope}: продажи ${proxy.sales_revenue_human_ru}, остаток на ${proxy.as_of_date} ${proxy.inventory_amount_human_ru}, sales-to-stock ratio ${ratioText}, остаток к продажам ${stockShareText}. Это не полноценная складская ликвидность, не FIFO-оборачиваемость и не анализ устаревания.`); + } return lines; } function businessOverviewCashSynthesisLine(overview) { @@ -970,6 +984,12 @@ function businessOverviewRiskSynthesisLine(overview) { signals.push(`самый старый складской purchase-date сигнал ${overview.inventory_position.aging_signal.max_age_days} дн.`); } } + if (overview.inventory_turnover_proxy) { + const ratioText = overview.inventory_turnover_proxy.sales_to_stock_amount_ratio === null + ? "sales-to-stock не рассчитан" + : `sales-to-stock ${overview.inventory_turnover_proxy.sales_to_stock_amount_ratio}x`; + signals.push(`оборотный proxy склада: ${ratioText}`); + } return signals.length > 0 ? `Риски и контуры внимания по подтвержденным данным: ${signals.join("; ")}.` : null; @@ -980,7 +1000,8 @@ function businessOverviewExecutiveVerdictLine(overview) { overview.trading_margin_proxy || overview.debt_position || overview.debt_open_settlement_quality || - overview.inventory_position); + overview.inventory_position || + overview.inventory_turnover_proxy); if (!hasCash && !hasExtraSignals) { return null; } @@ -1069,6 +1090,9 @@ function buildAssistantMcpDiscoveryAnswerDraft(pilot) { if (pilot.derived_business_overview?.inventory_position) { pushReason(reasonCodes, "answer_contains_business_overview_inventory_position"); } + if (pilot.derived_business_overview?.inventory_turnover_proxy) { + pushReason(reasonCodes, "answer_contains_business_overview_inventory_turnover_proxy"); + } const confirmedLines = businessOverviewLines.length > 0 ? businessOverviewLines : pilot.derived_ranked_value_flow && derivedValueLine diff --git a/llm_normalizer/backend/dist/services/assistantMcpDiscoveryPilotExecutor.js b/llm_normalizer/backend/dist/services/assistantMcpDiscoveryPilotExecutor.js index c5fcc20..d861594 100644 --- a/llm_normalizer/backend/dist/services/assistantMcpDiscoveryPilotExecutor.js +++ b/llm_normalizer/backend/dist/services/assistantMcpDiscoveryPilotExecutor.js @@ -2144,6 +2144,12 @@ function percentageOfTotal(part, total) { } return Math.round((part / total) * 10_000) / 100; } +function ratioOfTotal(part, total) { + if (!Number.isFinite(part) || !Number.isFinite(total) || total <= 0) { + return null; + } + return Math.round((part / total) * 100) / 100; +} function deriveBusinessOverviewDebtOpenSettlementQuality(input) { if (!input.debtAsOfDate || !input.openContractsResult || input.openContractsResult.error || input.openContractsResult.matched_rows <= 0) { return null; @@ -2398,6 +2404,26 @@ function deriveBusinessOverviewInventoryPosition(input) { inference_basis: "inventory_on_hand_confirmed_1c_balance_rows" }; } +function deriveBusinessOverviewInventoryTurnoverProxy(input) { + const { inventoryPosition, tradingMarginProxy } = input; + if (!inventoryPosition || !tradingMarginProxy) { + return null; + } + if (inventoryPosition.total_amount <= 0 || tradingMarginProxy.sales_revenue <= 0) { + return null; + } + return { + period_scope: tradingMarginProxy.period_scope, + as_of_date: inventoryPosition.as_of_date, + sales_revenue: tradingMarginProxy.sales_revenue, + sales_revenue_human_ru: tradingMarginProxy.sales_revenue_human_ru, + inventory_amount: inventoryPosition.total_amount, + inventory_amount_human_ru: inventoryPosition.total_amount_human_ru, + sales_to_stock_amount_ratio: ratioOfTotal(tradingMarginProxy.sales_revenue, inventoryPosition.total_amount), + stock_to_sales_revenue_pct: percentageOfTotal(inventoryPosition.total_amount, tradingMarginProxy.sales_revenue), + inference_basis: "sales_document_revenue_vs_inventory_balance_confirmed_1c_rows" + }; +} function deriveBusinessOverview(input) { const incoming = deriveValueFlowSideSummary(input.incomingResult); const outgoing = deriveValueFlowSideSummary(input.outgoingResult); @@ -2424,6 +2450,10 @@ function deriveBusinessOverview(input) { inventoryAgingResult: input.inventoryAgingResult, inventoryAsOfDate: input.inventoryAsOfDate }); + const inventoryTurnoverProxy = deriveBusinessOverviewInventoryTurnoverProxy({ + inventoryPosition, + tradingMarginProxy + }); const checkedSignalCount = [ incoming.rows_with_amount > 0, outgoing.rows_with_amount > 0, @@ -2432,7 +2462,8 @@ function deriveBusinessOverview(input) { Boolean(tradingMarginProxy), Boolean(debtPosition), Boolean(debtOpenSettlementQuality), - Boolean(inventoryPosition) + Boolean(inventoryPosition), + Boolean(inventoryTurnoverProxy) ].filter(Boolean).length; if (checkedSignalCount <= 0) { return null; @@ -2453,6 +2484,7 @@ function deriveBusinessOverview(input) { debt_position: debtPosition, debt_open_settlement_quality: debtOpenSettlementQuality, inventory_position: inventoryPosition, + inventory_turnover_proxy: inventoryTurnoverProxy, coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit, checked_signal_count: checkedSignalCount, missing_signal_families: [ @@ -2460,7 +2492,7 @@ function deriveBusinessOverview(input) { debtPosition ? null : "debt_position", debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality", taxPosition ? null : "tax_position", - inventoryPosition ? "inventory_turnover_quality" : "inventory_position", + inventoryPosition ? (inventoryTurnoverProxy ? "inventory_liquidity_quality" : "inventory_turnover_quality") : "inventory_position", inventoryPosition?.aging_signal ? null : "inventory_aging_quality" ].filter((item) => Boolean(item)), inference_basis: inventoryPosition @@ -2581,6 +2613,16 @@ function buildBusinessOverviewConfirmedFacts(derived) { facts.push(`Возрастной сигнал склада подтвержден по найденным строкам закупок: самая ранняя дата ${derived.inventory_position.aging_signal.oldest_purchase_date}${ageText}.`); } } + if (derived.inventory_turnover_proxy) { + const proxy = derived.inventory_turnover_proxy; + const ratioText = proxy.sales_to_stock_amount_ratio === null + ? "не рассчитано" + : `${proxy.sales_to_stock_amount_ratio}x`; + const stockShareText = proxy.stock_to_sales_revenue_pct === null + ? "не рассчитана" + : `${proxy.stock_to_sales_revenue_pct}%`; + facts.push(`Оборотный proxy склада за ${proxy.period_scope} подтвержден по продажным документам и складскому остатку: продажи ${proxy.sales_revenue_human_ru}, остаток на ${proxy.as_of_date} ${proxy.inventory_amount_human_ru}, sales-to-stock ratio ${ratioText}, остаток к продажам ${stockShareText}. Это не полноценная складская ликвидность, не FIFO-оборачиваемость и не анализ устаревания.`); + } return facts; } function buildBusinessOverviewInferredFacts(derived) { @@ -2644,6 +2686,9 @@ function buildBusinessOverviewUnknownFacts(derived) { : null, missing.has("inventory_turnover_quality") ? "Скорость продаж, оборачиваемость и ликвидность склада этим бизнес-обзором не подтверждены: нужен отдельный inventory/продажный анализ, а не только остаток на дату." + : null, + missing.has("inventory_liquidity_quality") + ? "Полная складская ликвидность этим бизнес-обзором не подтверждена: sales-to-stock proxy показывает только соотношение продажных документов и остатка на дату, без FIFO-оборачиваемости, устаревания, резервов и ликвидационной стоимости." : null ].filter((item) => Boolean(item)); if (derived?.coverage_limited_by_probe_limit) { @@ -3595,6 +3640,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) { if (derivedBusinessOverview.inventory_position) { pushReason(reasonCodes, "pilot_derived_business_overview_inventory_position_from_confirmed_rows"); } + if (derivedBusinessOverview.inventory_turnover_proxy) { + pushReason(reasonCodes, "pilot_derived_business_overview_inventory_turnover_proxy_from_confirmed_rows"); + } } const sourceRowsSummary = summarizeBusinessOverviewRows({ incomingResult, diff --git a/llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts b/llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts index 7c0b68e..7245f49 100644 --- a/llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts +++ b/llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts @@ -467,6 +467,9 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD if (overview.inventory_position) { families.push("складской срез на дату"); } + if (overview.inventory_turnover_proxy) { + families.push("оборотный proxy склада"); + } const unknownFamilies = [overview.trading_margin_proxy ? "чистая прибыль/точная маржа" : "прибыль/маржа"]; if (!overview.tax_position) { unknownFamilies.push("НДС"); @@ -666,6 +669,7 @@ function buildMustNotClaim(pilot: AssistantMcpDiscoveryPilotExecutionContract): 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."); claims.push("Do not present an inventory snapshot or purchase-date aging signal as turnover, obsolescence, liquidation value, or full inventory health."); + claims.push("Do not present business overview inventory turnover proxy as full inventory liquidity, FIFO turnover, obsolescence analysis, or liquidation value."); claims.push("Do not expose business_overview_route_template_v1 or MCP primitive names in the user answer."); } if (pilot.derived_ranked_value_flow) { @@ -1079,6 +1083,18 @@ function derivedBusinessOverviewConfirmedLines(pilot: AssistantMcpDiscoveryPilot ); } } + if (overview.inventory_turnover_proxy) { + const proxy = overview.inventory_turnover_proxy; + const ratioText = proxy.sales_to_stock_amount_ratio === null + ? "не рассчитано" + : `${proxy.sales_to_stock_amount_ratio}x`; + const stockShareText = proxy.stock_to_sales_revenue_pct === null + ? "не рассчитана" + : `${proxy.stock_to_sales_revenue_pct}%`; + lines.push( + `Оборотный proxy склада за ${proxy.period_scope}: продажи ${proxy.sales_revenue_human_ru}, остаток на ${proxy.as_of_date} ${proxy.inventory_amount_human_ru}, sales-to-stock ratio ${ratioText}, остаток к продажам ${stockShareText}. Это не полноценная складская ликвидность, не FIFO-оборачиваемость и не анализ устаревания.` + ); + } return lines; } @@ -1145,6 +1161,12 @@ function businessOverviewRiskSynthesisLine(overview: BusinessOverview): string | signals.push(`самый старый складской purchase-date сигнал ${overview.inventory_position.aging_signal.max_age_days} дн.`); } } + if (overview.inventory_turnover_proxy) { + const ratioText = overview.inventory_turnover_proxy.sales_to_stock_amount_ratio === null + ? "sales-to-stock не рассчитан" + : `sales-to-stock ${overview.inventory_turnover_proxy.sales_to_stock_amount_ratio}x`; + signals.push(`оборотный proxy склада: ${ratioText}`); + } return signals.length > 0 ? `Риски и контуры внимания по подтвержденным данным: ${signals.join("; ")}.` : null; @@ -1157,7 +1179,8 @@ function businessOverviewExecutiveVerdictLine(overview: BusinessOverview): strin overview.trading_margin_proxy || overview.debt_position || overview.debt_open_settlement_quality || - overview.inventory_position + overview.inventory_position || + overview.inventory_turnover_proxy ); if (!hasCash && !hasExtraSignals) { return null; @@ -1256,6 +1279,9 @@ export function buildAssistantMcpDiscoveryAnswerDraft( if (pilot.derived_business_overview?.inventory_position) { pushReason(reasonCodes, "answer_contains_business_overview_inventory_position"); } + if (pilot.derived_business_overview?.inventory_turnover_proxy) { + pushReason(reasonCodes, "answer_contains_business_overview_inventory_turnover_proxy"); + } const confirmedLines = businessOverviewLines.length > 0 ? businessOverviewLines : pilot.derived_ranked_value_flow && derivedValueLine diff --git a/llm_normalizer/backend/src/services/assistantMcpDiscoveryPilotExecutor.ts b/llm_normalizer/backend/src/services/assistantMcpDiscoveryPilotExecutor.ts index 44d947f..d8e0f5f 100644 --- a/llm_normalizer/backend/src/services/assistantMcpDiscoveryPilotExecutor.ts +++ b/llm_normalizer/backend/src/services/assistantMcpDiscoveryPilotExecutor.ts @@ -156,6 +156,7 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverview { debt_position: AssistantMcpDiscoveryDerivedBusinessOverviewDebtPosition | null; debt_open_settlement_quality: AssistantMcpDiscoveryDerivedBusinessOverviewDebtOpenSettlementQuality | null; inventory_position: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryPosition | null; + inventory_turnover_proxy: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryTurnoverProxy | null; coverage_limited_by_probe_limit: boolean; checked_signal_count: number; missing_signal_families: string[]; @@ -306,6 +307,18 @@ export interface AssistantMcpDiscoveryDerivedBusinessOverviewInventoryPosition { inference_basis: "inventory_on_hand_confirmed_1c_balance_rows"; } +export interface AssistantMcpDiscoveryDerivedBusinessOverviewInventoryTurnoverProxy { + period_scope: string; + as_of_date: string; + sales_revenue: number; + sales_revenue_human_ru: string; + inventory_amount: number; + inventory_amount_human_ru: string; + sales_to_stock_amount_ratio: number | null; + stock_to_sales_revenue_pct: number | null; + inference_basis: "sales_document_revenue_vs_inventory_balance_confirmed_1c_rows"; +} + export interface AssistantMcpDiscoveryDerivedMetadataSurface { metadata_scope: string | null; requested_meta_types: string[]; @@ -2918,6 +2931,13 @@ function percentageOfTotal(part: number, total: number): number | null { return Math.round((part / total) * 10_000) / 100; } +function ratioOfTotal(part: number, total: number): number | null { + if (!Number.isFinite(part) || !Number.isFinite(total) || total <= 0) { + return null; + } + return Math.round((part / total) * 100) / 100; +} + function deriveBusinessOverviewDebtOpenSettlementQuality(input: { openContractsResult: AddressMcpQueryExecutorResult | null; debtAsOfDate: string | null; @@ -3208,6 +3228,31 @@ function deriveBusinessOverviewInventoryPosition(input: { }; } +function deriveBusinessOverviewInventoryTurnoverProxy(input: { + inventoryPosition: AssistantMcpDiscoveryDerivedBusinessOverviewInventoryPosition | null; + tradingMarginProxy: AssistantMcpDiscoveryDerivedBusinessOverviewTradingMarginProxy | null; +}): AssistantMcpDiscoveryDerivedBusinessOverviewInventoryTurnoverProxy | null { + const { inventoryPosition, tradingMarginProxy } = input; + if (!inventoryPosition || !tradingMarginProxy) { + return null; + } + if (inventoryPosition.total_amount <= 0 || tradingMarginProxy.sales_revenue <= 0) { + return null; + } + + return { + period_scope: tradingMarginProxy.period_scope, + as_of_date: inventoryPosition.as_of_date, + sales_revenue: tradingMarginProxy.sales_revenue, + sales_revenue_human_ru: tradingMarginProxy.sales_revenue_human_ru, + inventory_amount: inventoryPosition.total_amount, + inventory_amount_human_ru: inventoryPosition.total_amount_human_ru, + sales_to_stock_amount_ratio: ratioOfTotal(tradingMarginProxy.sales_revenue, inventoryPosition.total_amount), + stock_to_sales_revenue_pct: percentageOfTotal(inventoryPosition.total_amount, tradingMarginProxy.sales_revenue), + inference_basis: "sales_document_revenue_vs_inventory_balance_confirmed_1c_rows" + }; +} + function deriveBusinessOverview(input: { incomingResult: AssistantMcpDiscoveryCoverageAwareQueryResult | null; outgoingResult: AssistantMcpDiscoveryCoverageAwareQueryResult | null; @@ -3249,6 +3294,10 @@ function deriveBusinessOverview(input: { inventoryAgingResult: input.inventoryAgingResult, inventoryAsOfDate: input.inventoryAsOfDate }); + const inventoryTurnoverProxy = deriveBusinessOverviewInventoryTurnoverProxy({ + inventoryPosition, + tradingMarginProxy + }); const checkedSignalCount = [ incoming.rows_with_amount > 0, outgoing.rows_with_amount > 0, @@ -3257,7 +3306,8 @@ function deriveBusinessOverview(input: { Boolean(tradingMarginProxy), Boolean(debtPosition), Boolean(debtOpenSettlementQuality), - Boolean(inventoryPosition) + Boolean(inventoryPosition), + Boolean(inventoryTurnoverProxy) ].filter(Boolean).length; if (checkedSignalCount <= 0) { return null; @@ -3279,6 +3329,7 @@ function deriveBusinessOverview(input: { debt_position: debtPosition, debt_open_settlement_quality: debtOpenSettlementQuality, inventory_position: inventoryPosition, + inventory_turnover_proxy: inventoryTurnoverProxy, coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit, checked_signal_count: checkedSignalCount, @@ -3287,7 +3338,7 @@ function deriveBusinessOverview(input: { debtPosition ? null : "debt_position", debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality", taxPosition ? null : "tax_position", - inventoryPosition ? "inventory_turnover_quality" : "inventory_position", + inventoryPosition ? (inventoryTurnoverProxy ? "inventory_liquidity_quality" : "inventory_turnover_quality") : "inventory_position", inventoryPosition?.aging_signal ? null : "inventory_aging_quality" ].filter((item): item is string => Boolean(item)), inference_basis: @@ -3446,6 +3497,18 @@ function buildBusinessOverviewConfirmedFacts(derived: AssistantMcpDiscoveryDeriv ); } } + if (derived.inventory_turnover_proxy) { + const proxy = derived.inventory_turnover_proxy; + const ratioText = proxy.sales_to_stock_amount_ratio === null + ? "не рассчитано" + : `${proxy.sales_to_stock_amount_ratio}x`; + const stockShareText = proxy.stock_to_sales_revenue_pct === null + ? "не рассчитана" + : `${proxy.stock_to_sales_revenue_pct}%`; + facts.push( + `Оборотный proxy склада за ${proxy.period_scope} подтвержден по продажным документам и складскому остатку: продажи ${proxy.sales_revenue_human_ru}, остаток на ${proxy.as_of_date} ${proxy.inventory_amount_human_ru}, sales-to-stock ratio ${ratioText}, остаток к продажам ${stockShareText}. Это не полноценная складская ликвидность, не FIFO-оборачиваемость и не анализ устаревания.` + ); + } return facts; } @@ -3505,8 +3568,7 @@ function buildBusinessOverviewUnknownFacts(derived: AssistantMcpDiscoveryDerived : null, missing.has("inventory_health") ? "Складская ликвидность и товарные остатки этим бизнес-обзором не подтверждены: нужен отдельный inventory-срез." - : null - , + : null, missing.has("inventory_position") ? "Складской остаток этим бизнес-обзором не подтвержден: нужен отдельный inventory-срез на явную дату." : null, @@ -3515,6 +3577,9 @@ function buildBusinessOverviewUnknownFacts(derived: AssistantMcpDiscoveryDerived : null, missing.has("inventory_turnover_quality") ? "Скорость продаж, оборачиваемость и ликвидность склада этим бизнес-обзором не подтверждены: нужен отдельный inventory/продажный анализ, а не только остаток на дату." + : null, + missing.has("inventory_liquidity_quality") + ? "Полная складская ликвидность этим бизнес-обзором не подтверждена: sales-to-stock proxy показывает только соотношение продажных документов и остатка на дату, без FIFO-оборачиваемости, устаревания, резервов и ликвидационной стоимости." : null ].filter((item): item is string => Boolean(item)); if (derived?.coverage_limited_by_probe_limit) { @@ -4581,6 +4646,9 @@ export async function executeAssistantMcpDiscoveryPilot( if (derivedBusinessOverview.inventory_position) { pushReason(reasonCodes, "pilot_derived_business_overview_inventory_position_from_confirmed_rows"); } + if (derivedBusinessOverview.inventory_turnover_proxy) { + pushReason(reasonCodes, "pilot_derived_business_overview_inventory_turnover_proxy_from_confirmed_rows"); + } } const sourceRowsSummary = summarizeBusinessOverviewRows({ incomingResult, diff --git a/llm_normalizer/backend/tests/assistantMcpDiscoveryAnswerAdapter.test.ts b/llm_normalizer/backend/tests/assistantMcpDiscoveryAnswerAdapter.test.ts index 57ea632..28409ae 100644 --- a/llm_normalizer/backend/tests/assistantMcpDiscoveryAnswerAdapter.test.ts +++ b/llm_normalizer/backend/tests/assistantMcpDiscoveryAnswerAdapter.test.ts @@ -474,18 +474,30 @@ describe("assistant MCP discovery answer adapter", () => { { Period: "2020-01-10T00:00:00", Amount: 200000, Quantity: 8, Item: "Товар А" } ] }, - { rows: [{ Period: "2020-01-15T00:00:00", Registrator: "Поступление 1" }] } + { rows: [{ Period: "2020-01-15T00:00:00", Registrator: "Поступление 1" }] }, + { + rows: [ + { Period: "2020-03-01T00:00:00", Amount: 600000, Item: "Товар А", Counterparty: "Клиент А", AccountKt: "41.01" }, + { Period: "2020-02-01T00:00:00", Amount: 240000, Item: "Товар А", Counterparty: "Поставщик А", AccountDt: "41.01" } + ] + } ]) ); const draft = buildAssistantMcpDiscoveryAnswerDraft(pilot); expect(draft.headline).toContain("складской срез"); + expect(draft.headline).toContain("оборотный proxy склада"); expect(draft.confirmed_lines.join("\n")).toContain("Складской срез на 2020-12-31"); expect(draft.confirmed_lines.join("\n")).toContain("Товар А"); - expect(draft.unknown_lines.join("\n")).toContain("оборачиваемость"); + expect(draft.confirmed_lines.join("\n")).toContain("Оборотный proxy склада за 2020"); + expect(draft.confirmed_lines.join("\n")).toContain("sales-to-stock ratio 2x"); + expect(draft.inference_lines.join("\n")).toContain("оборотный proxy склада"); + expect(draft.unknown_lines.join("\n")).toContain("Полная складская ликвидность"); expect(draft.reason_codes).toContain("answer_contains_business_overview_inventory_position"); + expect(draft.reason_codes).toContain("answer_contains_business_overview_inventory_turnover_proxy"); expect(draft.must_not_claim).toContain("Do not present an inventory snapshot or purchase-date aging signal as turnover, obsolescence, liquidation value, or full inventory health."); + expect(draft.must_not_claim).toContain("Do not present business overview inventory turnover proxy as full inventory liquidity, FIFO turnover, obsolescence analysis, or liquidation value."); }); it("renders metadata-scoped movement all-time follow-up as an all-time bounded answer", async () => { diff --git a/llm_normalizer/backend/tests/assistantMcpDiscoveryPilotExecutor.test.ts b/llm_normalizer/backend/tests/assistantMcpDiscoveryPilotExecutor.test.ts index ecd836f..fa9cfe0 100644 --- a/llm_normalizer/backend/tests/assistantMcpDiscoveryPilotExecutor.test.ts +++ b/llm_normalizer/backend/tests/assistantMcpDiscoveryPilotExecutor.test.ts @@ -553,7 +553,12 @@ describe("assistant MCP discovery pilot executor", () => { { Period: "2020-12-15T00:00:00", Registrator: "Поступление 2" } ] }, - { rows: [] } + { + rows: [ + { Period: "2020-03-01T00:00:00", Amount: 600000, Item: "Товар А", Counterparty: "Клиент А", AccountKt: "41.01" }, + { Period: "2020-02-01T00:00:00", Amount: 240000, Item: "Товар А", Counterparty: "Поставщик А", AccountDt: "41.01" } + ] + } ]); const result = await executeAssistantMcpDiscoveryPilot(planner, deps); @@ -579,12 +584,24 @@ describe("assistant MCP discovery pilot executor", () => { total_amount: 250000, total_quantity: 10 }); + expect(result.derived_business_overview?.inventory_turnover_proxy).toMatchObject({ + period_scope: "2020", + as_of_date: "2020-12-31", + sales_revenue: 600000, + inventory_amount: 300000, + sales_to_stock_amount_ratio: 2, + stock_to_sales_revenue_pct: 50 + }); expect(result.derived_business_overview?.missing_signal_families).not.toContain("inventory_position"); - expect(result.derived_business_overview?.missing_signal_families).toContain("inventory_turnover_quality"); + expect(result.derived_business_overview?.missing_signal_families).not.toContain("inventory_turnover_quality"); + expect(result.derived_business_overview?.missing_signal_families).toContain("inventory_liquidity_quality"); expect(result.evidence.confirmed_facts.join("\n")).toContain("Складской срез на 2020-12-31"); - expect(result.evidence.unknown_facts.join("\n")).toContain("оборачиваемость"); + expect(result.evidence.confirmed_facts.join("\n")).toContain("Оборотный proxy склада за 2020"); + expect(result.evidence.confirmed_facts.join("\n")).toContain("sales-to-stock ratio 2x"); + expect(result.evidence.unknown_facts.join("\n")).toContain("Полная складская ликвидность"); expect(result.reason_codes).toContain("pilot_business_overview_inventory_query_mcp_executed"); 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(deps.executeAddressMcpQuery).toHaveBeenCalledTimes(10); const inventoryCall = deps.executeAddressMcpQuery.mock.calls[6]?.[0]; expect(inventoryCall?.account_scope).toContain("41.01");