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,