Open-World: закрепить реестр недостающих доказательств бизнес-обзора

2026-05-05 13:41:49 +03:00
parent 42283a6ac2
commit c0a89ccece
9 changed files with 307 additions and 32 deletions
@@ -639,6 +639,9 @@ function buildMustNotClaim(pilot) {
        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 present business overview inventory staleness risk proxy as confirmed obsolete stock, reserve, write-off, or liquidation value.");
+        if (pilot.derived_business_overview?.missing_proof_families?.length) {
+            claims.push("Do not present business overview missing proof families as checked, executed, or confirmed routes.");
+        }
        claims.push("Do not expose business_overview_route_template_v1 or MCP primitive names in the user answer.");
    }
    if (pilot.derived_ranked_value_flow) {
@@ -1352,6 +1355,9 @@ function buildAssistantMcpDiscoveryAnswerDraft(pilot) {
    if (pilot.derived_business_overview?.inventory_staleness_risk_proxy) {
        pushReason(reasonCodes, "answer_contains_business_overview_inventory_staleness_risk_proxy");
    }
+    if (pilot.derived_business_overview?.missing_proof_families?.length) {
+        pushReason(reasonCodes, "answer_contains_business_overview_missing_proof_ledger");
+    }
    const confirmedLines = businessOverviewLines.length > 0
        ? businessOverviewLines
        : pilot.derived_ranked_value_flow && derivedValueLine
@@ -2740,6 +2740,75 @@ function inventoryStalenessRiskBandRu(riskBand) {
    }
    return "низкий видимый риск";
 }
+function buildBusinessOverviewMissingProofFamilies(input) {
+    const missing = new Set(input.missingSignalFamilies);
+    const items = [];
+    const pushUnique = (item) => {
+        if (!items.some((existing) => existing.family === item.family)) {
+            items.push(item);
+        }
+    };
+    if (missing.has("profit_margin") || missing.has("accounting_profit_margin")) {
+        pushUnique({
+            family: "accounting_profit_margin",
+            current_status: input.tradingMarginProxy ? "proxy_only_currently" : "reviewed_route_not_wired",
+            current_supported_evidence: input.tradingMarginProxy
+                ? "trading_margin_proxy_from_sales_and_purchase_document_rows"
+                : null,
+            next_required_evidence: "reviewed_pnl_route_with_cost_of_sales_expenses_period_close_and_financial_result",
+            must_not_claim: "clean_profit_accounting_margin_or_full_pnl"
+        });
+    }
+    if (missing.has("debt_due_date_aging_quality") || missing.has("debt_open_settlement_quality")) {
+        pushUnique({
+            family: "debt_due_date_aging_quality",
+            current_status: input.debtStalenessRiskProxy
+                ? "proxy_only_currently"
+                : input.debtOpenSettlementQuality
+                    ? "proxy_only_currently"
+                    : "not_checked_in_current_turn",
+            current_supported_evidence: input.debtStalenessRiskProxy
+                ? "debt_staleness_risk_proxy_from_contract_dates_and_open_balance_concentration"
+                : input.debtOpenSettlementQuality
+                    ? "open_settlement_quality_from_60_62_76_balances_without_payment_terms"
+                    : null,
+            next_required_evidence: "reviewed_payment_term_or_due_date_route_with_contractual_due_dates_and_settlement_status",
+            must_not_claim: "confirmed_overdue_debt_credit_risk_or_due_date_aging"
+        });
+    }
+    if (missing.has("inventory_position") ||
+        missing.has("inventory_turnover_quality") ||
+        missing.has("inventory_liquidity_quality") ||
+        missing.has("inventory_reserve_liquidation_quality")) {
+        pushUnique({
+            family: "inventory_reserve_liquidation_quality",
+            current_status: input.inventoryStalenessRiskProxy
+                ? "proxy_only_currently"
+                : input.inventoryTurnoverProxy || input.inventoryPosition
+                    ? "proxy_only_currently"
+                    : "not_checked_in_current_turn",
+            current_supported_evidence: input.inventoryStalenessRiskProxy
+                ? "inventory_staleness_risk_proxy_from_purchase_age_and_sales_to_stock"
+                : input.inventoryTurnoverProxy
+                    ? "inventory_turnover_proxy_from_sales_documents_and_stock_balance"
+                    : input.inventoryPosition
+                        ? "inventory_on_hand_snapshot_without_reserve_writeoff_or_liquidation_evidence"
+                        : null,
+            next_required_evidence: "reviewed_inventory_quality_route_with_reserves_writeoffs_obsolescence_and_liquidation_value",
+            must_not_claim: "confirmed_obsolete_stock_reserve_writeoff_or_liquidation_value"
+        });
+    }
+    if (input.hasSupplierConcentrationSignal) {
+        pushUnique({
+            family: "vendor_risk_procurement_quality",
+            current_status: "proxy_only_currently",
+            current_supported_evidence: "supplier_concentration_proxy_from_confirmed_outgoing_payment_rows",
+            next_required_evidence: "reviewed_vendor_risk_route_with_supplier_reliability_terms_quality_and_full_expense_structure",
+            must_not_claim: "vendor_risk_procurement_quality_supplier_reliability_or_full_expense_structure"
+        });
+    }
+    return items;
+}
 function deriveBusinessOverview(input) {
    const incoming = deriveValueFlowSideSummary(input.incomingResult);
    const outgoing = deriveValueFlowSideSummary(input.outgoingResult);
@@ -2809,6 +2878,30 @@ function deriveBusinessOverview(input) {
    }
    const netAmount = incoming.total_amount - outgoing.total_amount;
    const hasBusinessOverviewProfileSignal = Boolean(documentActivityProfile || counterpartyProfile || contractUsageProfile);
+    const missingSignalFamilies = [
+        tradingMarginProxy ? "accounting_profit_margin" : "profit_margin",
+        debtPosition ? null : "debt_position",
+        debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality",
+        taxPosition ? null : "tax_position",
+        inventoryPosition
+            ? inventoryStalenessRiskProxy
+                ? "inventory_reserve_liquidation_quality"
+                : inventoryTurnoverProxy
+                    ? "inventory_liquidity_quality"
+                    : "inventory_turnover_quality"
+            : "inventory_position",
+        inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
+    ].filter((item) => Boolean(item));
+    const missingProofFamilies = buildBusinessOverviewMissingProofFamilies({
+        missingSignalFamilies,
+        tradingMarginProxy,
+        debtOpenSettlementQuality,
+        debtStalenessRiskProxy,
+        inventoryPosition,
+        inventoryTurnoverProxy,
+        inventoryStalenessRiskProxy,
+        hasSupplierConcentrationSignal: (rankedOutgoing?.ranked_values.length ?? 0) > 0
+    });
    return {
        organization_scope: input.organizationScope,
        period_scope: input.periodScope,
@@ -2834,20 +2927,8 @@ function deriveBusinessOverview(input) {
        contract_usage_profile: contractUsageProfile,
        coverage_limited_by_probe_limit: incoming.coverage_limited_by_probe_limit || outgoing.coverage_limited_by_probe_limit,
        checked_signal_count: checkedSignalCount,
-        missing_signal_families: [
-            tradingMarginProxy ? "accounting_profit_margin" : "profit_margin",
-            debtPosition ? null : "debt_position",
-            debtOpenSettlementQuality ? "debt_due_date_aging_quality" : "debt_open_settlement_quality",
-            taxPosition ? null : "tax_position",
-            inventoryPosition
-                ? inventoryStalenessRiskProxy
-                    ? "inventory_reserve_liquidation_quality"
-                    : inventoryTurnoverProxy
-                        ? "inventory_liquidity_quality"
-                        : "inventory_turnover_quality"
-                : "inventory_position",
-            inventoryPosition?.aging_signal ? null : "inventory_aging_quality"
-        ].filter((item) => Boolean(item)),
+        missing_signal_families: missingSignalFamilies,
+        missing_proof_families: missingProofFamilies,
        inference_basis: hasBusinessOverviewProfileSignal || inventoryPosition
            ? "business_overview_from_confirmed_1c_multi_family_rows"
            : debtOpenSettlementQuality
@@ -4177,6 +4258,9 @@ async function executeAssistantMcpDiscoveryPilot(planner, deps = DEFAULT_DEPS) {
            if (derivedBusinessOverview.inventory_staleness_risk_proxy) {
                pushReason(reasonCodes, "pilot_derived_business_overview_inventory_staleness_risk_proxy_from_confirmed_rows");
            }
+            if (derivedBusinessOverview.missing_proof_families.length > 0) {
+                pushReason(reasonCodes, "pilot_business_overview_missing_proof_families_recorded");
+            }
        }
        const sourceRowsSummary = summarizeBusinessOverviewRows({
            incomingResult,