Open-World: добавить sales-to-stock proxy в бизнес-обзор

2026-05-04 10:22:08 +03:00
parent 062655eca0
commit bf3ae110ef
9 changed files with 251 additions and 20 deletions
@@ -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
@@ -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,
@@ -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
@@ -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,
@@ -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 () => {
@@ -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");