ARCH: приоритизировать discovery-period в planner follow-up

docs/orchestration/address_truth_harness_phase32_planner_selected_chain_end_to_end.json

@@ -0,0 +1,115 @@
+{
+  "schema_version": "domain_truth_harness_spec_v1",
+  "scenario_id": "address_truth_harness_phase32_planner_selected_chain_end_to_end",
+  "domain": "address_phase32_planner_selected_chain_end_to_end",
+  "title": "Phase 32 planner-selected chain end-to-end replay",
+  "description": "Targeted AGENT replay for closing Big Block C: a grounded 1C counterparty must survive planner-selected pivots across incoming value-flow, outgoing payouts, net flow, document evidence, and movement evidence without forcing the user to restate the resolved name.",
+  "bindings": {},
+  "steps": [
+    {
+      "step_id": "step_01_resolve_counterparty_alias",
+      "title": "Entity resolution grounds the checked 1C counterparty from a loose alias",
+      "question": "найди в 1С контрагента СВК",
+      "allowed_reply_types": ["factual", "factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)свк", "(?i)контрагент"],
+      "required_answer_patterns_any": [
+        "(?i)группа\\s+свк",
+        "(?i)каталог",
+        "(?i)найден",
+        "(?i)наиболее вероятн"
+      ],
+      "forbidden_answer_patterns": [
+        "(?i)получили",
+        "(?i)заплатили",
+        "(?i)нетто",
+        "(?i)оборот",
+        "(?i)выручк",
+        "(?i)сумм(а|ы)"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "alias_grounding", "followup_anchor"]
+    },
+    {
+      "step_id": "step_02_incoming_by_resolved_entity",
+      "title": "Incoming value-flow follow-up reuses the resolved counterparty anchor",
+      "question": "сколько получили по нему за 2020 год",
+      "allowed_reply_types": ["factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)2020", "(?i)получил|входящ|поступ", "(?i)руб"],
+      "required_answer_patterns_any": ["(?i)группа\\s+свк", "(?i)свк"],
+      "forbidden_answer_patterns": [
+        "(?i)не найден контрагент",
+        "(?i)уточните, какого контрагента",
+        "(?i)по какому контрагенту"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "incoming_value_flow", "followup_reuse"]
+    },
+    {
+      "step_id": "step_03_payout_switch_by_resolved_entity",
+      "title": "Outgoing payment follow-up keeps the same grounded counterparty and checked year",
+      "question": "а теперь сколько заплатили?",
+      "allowed_reply_types": ["factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)2020", "(?i)заплатил|исходящ|списан|платеж", "(?i)руб"],
+      "required_answer_patterns_any": ["(?i)группа\\s+свк", "(?i)свк"],
+      "forbidden_answer_patterns": [
+        "(?i)не найден контрагент",
+        "(?i)уточните, какого контрагента",
+        "(?i)по какому контрагенту",
+        "(?i)за какой год"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "payout_switch", "followup_reuse", "date_carryover"]
+    },
+    {
+      "step_id": "step_04_net_after_payout",
+      "title": "Net-flow follow-up reuses the same grounded counterparty and checked year after payout",
+      "question": "а какое нетто?",
+      "allowed_reply_types": ["factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)2020", "(?i)нетто|сальдо", "(?i)руб"],
+      "required_answer_patterns_any": ["(?i)получ", "(?i)заплат", "(?i)группа\\s+свк", "(?i)свк"],
+      "forbidden_answer_patterns": [
+        "(?i)не найден контрагент",
+        "(?i)уточните, какого контрагента",
+        "(?i)по какому контрагенту"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "net_value_flow", "followup_reuse"]
+    },
+    {
+      "step_id": "step_05_documents_after_net",
+      "title": "Document evidence follow-up keeps the grounded counterparty after the net answer",
+      "question": "а по документам?",
+      "allowed_reply_types": ["factual", "factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)документ|счет|накладн|акт"],
+      "required_answer_patterns_any": ["(?i)группа\\s+свк", "(?i)свк", "(?i)2020"],
+      "forbidden_answer_patterns": [
+        "(?i)не найден контрагент",
+        "(?i)уточните, какого контрагента",
+        "(?i)по какому контрагенту",
+        "(?i)сколько получили",
+        "(?i)сколько заплатили",
+        "(?i)нетто"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "document_evidence", "value_flow_pivot", "followup_reuse"]
+    },
+    {
+      "step_id": "step_06_movements_after_documents",
+      "title": "Movement evidence follow-up keeps the grounded counterparty after the document answer",
+      "question": "а по движениям?",
+      "allowed_reply_types": ["factual", "factual_with_explanation", "partial_coverage"],
+      "required_answer_patterns_all": ["(?i)движени|операц|платеж|списан|поступ"],
+      "required_answer_patterns_any": ["(?i)группа\\s+свк", "(?i)свк", "(?i)2020"],
+      "forbidden_answer_patterns": [
+        "(?i)не найден контрагент",
+        "(?i)уточните, какого контрагента",
+        "(?i)по какому контрагенту",
+        "(?i)сколько получили",
+        "(?i)сколько заплатили",
+        "(?i)нетто"
+      ],
+      "criticality": "critical",
+      "semantic_tags": ["entity_resolution", "movement_evidence", "document_pivot", "followup_reuse"]
+    }
+  ]
+}

llm_normalizer/backend/dist/services/assistantContinuityPolicy.js

@@ -425,6 +425,8 @@ function resolveAddressDebugCarryoverFilters(debug, toNonEmptyString = fallbackT
     const extractedFilters = readAddressDebugFilters(debug);
     const nextFilters = extractedFilters ? { ...extractedFilters } : {};
     const discoveryDateScope = readDiscoveryDateScopeFilters(debug, toNonEmptyString);
+    const preferGroundedDiscoveryDateScope = hasGroundedDiscoveryBusinessAnswer(debug, toNonEmptyString) &&
+        Boolean(discoveryDateScope.asOfDate || discoveryDateScope.periodFrom || discoveryDateScope.periodTo);
     const counterparty = readAddressDebugCounterparty(debug, toNonEmptyString);
     const organization = readAddressDebugOrganization(debug, toNonEmptyString);
     if (counterparty && !toNonEmptyString(nextFilters.counterparty)) {
@@ -433,14 +435,19 @@ function resolveAddressDebugCarryoverFilters(debug, toNonEmptyString = fallbackT
     if (organization && !toNonEmptyString(nextFilters.organization)) {
         nextFilters.organization = organization;
     }
-    if (discoveryDateScope.asOfDate && !toNonEmptyString(nextFilters.as_of_date)) {
+    if (discoveryDateScope.asOfDate && (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.as_of_date))) {
         nextFilters.as_of_date = discoveryDateScope.asOfDate;
+        delete nextFilters.period_from;
+        delete nextFilters.period_to;
     }
-    if (discoveryDateScope.periodFrom && !toNonEmptyString(nextFilters.period_from)) {
+    if (discoveryDateScope.periodFrom &&
+        (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.period_from))) {
         nextFilters.period_from = discoveryDateScope.periodFrom;
     }
-    if (discoveryDateScope.periodTo && !toNonEmptyString(nextFilters.period_to)) {
+    if (discoveryDateScope.periodTo &&
+        (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.period_to))) {
         nextFilters.period_to = discoveryDateScope.periodTo;
+        delete nextFilters.as_of_date;
     }
     const inventoryRootFrame = buildInventoryRootFrameFromAddressDebug(debug, toNonEmptyString);
     const rootFilters = inventoryRootFrame?.filters && typeof inventoryRootFrame.filters === "object"

llm_normalizer/backend/src/services/assistantContinuityPolicy.ts

@@ -622,6 +622,9 @@ export function resolveAddressDebugCarryoverFilters(
   const extractedFilters = readAddressDebugFilters(debug);
   const nextFilters = extractedFilters ? { ...extractedFilters } : {};
   const discoveryDateScope = readDiscoveryDateScopeFilters(debug, toNonEmptyString);
+  const preferGroundedDiscoveryDateScope =
+    hasGroundedDiscoveryBusinessAnswer(debug, toNonEmptyString) &&
+    Boolean(discoveryDateScope.asOfDate || discoveryDateScope.periodFrom || discoveryDateScope.periodTo);
   const counterparty = readAddressDebugCounterparty(debug, toNonEmptyString);
   const organization = readAddressDebugOrganization(debug, toNonEmptyString);
   if (counterparty && !toNonEmptyString(nextFilters.counterparty)) {
@@ -630,14 +633,23 @@ export function resolveAddressDebugCarryoverFilters(
   if (organization && !toNonEmptyString(nextFilters.organization)) {
     nextFilters.organization = organization;
   }
-  if (discoveryDateScope.asOfDate && !toNonEmptyString(nextFilters.as_of_date)) {
+  if (discoveryDateScope.asOfDate && (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.as_of_date))) {
     nextFilters.as_of_date = discoveryDateScope.asOfDate;
+    delete nextFilters.period_from;
+    delete nextFilters.period_to;
   }
-  if (discoveryDateScope.periodFrom && !toNonEmptyString(nextFilters.period_from)) {
+  if (
+    discoveryDateScope.periodFrom &&
+    (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.period_from))
+  ) {
     nextFilters.period_from = discoveryDateScope.periodFrom;
   }
-  if (discoveryDateScope.periodTo && !toNonEmptyString(nextFilters.period_to)) {
+  if (
+    discoveryDateScope.periodTo &&
+    (preferGroundedDiscoveryDateScope || !toNonEmptyString(nextFilters.period_to))
+  ) {
     nextFilters.period_to = discoveryDateScope.periodTo;
+    delete nextFilters.as_of_date;
   }
   const inventoryRootFrame = buildInventoryRootFrameFromAddressDebug(debug, toNonEmptyString);
   const rootFilters =

llm_normalizer/backend/tests/assistantContinuityPolicy.test.ts

@@ -192,6 +192,44 @@ describe("assistantContinuityPolicy organization authority", () => {
     });
   });
 
+  it("prefers grounded discovery date scope over stale exact-route date filters in carryover", () => {
+    const debug = {
+      execution_lane: "address_query",
+      extracted_filters: {
+        counterparty: "Группа СВК",
+        period_to: "2026-04-22"
+      },
+      mcp_discovery_response_applied: true,
+      assistant_mcp_discovery_entry_point_v1: {
+        schema_version: "assistant_mcp_discovery_runtime_entry_point_v1",
+        entry_status: "bridge_executed",
+        turn_input: {
+          turn_meaning_ref: {
+            asked_action_family: "payout",
+            explicit_entity_candidates: ["Группа СВК"],
+            explicit_date_scope: "2020"
+          }
+        },
+        bridge: {
+          bridge_status: "answer_draft_ready",
+          business_fact_answer_allowed: true,
+          pilot: {
+            pilot_scope: "counterparty_supplier_payout_query_movements_v1"
+          },
+          answer_draft: {
+            answer_mode: "confirmed_with_bounded_inference"
+          }
+        }
+      }
+    };
+
+    expect(resolveAddressDebugCarryoverFilters(debug)).toEqual({
+      counterparty: "Группа СВК",
+      period_from: "2020-01-01",
+      period_to: "2020-12-31"
+    });
+  });
+
   it("prefers the resolved entity from grounded entity-resolution discovery for counterparty carryover", () => {
     const debug = {
       execution_lane: "living_chat",