Оформить business_overview как маршрутный контракт Open-World Breadth
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@@ -51,6 +51,7 @@ const PRIMITIVE_CONTRACTS = [
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"document_evidence",
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"movement_evidence",
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"activity_lifecycle",
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"business_overview",
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"inventory_purchase_provenance",
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"inventory_sale_trace",
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"inventory_supplier_overlap"
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@@ -63,6 +64,7 @@ const PRIMITIVE_CONTRACTS = [
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"list_documents",
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"list_movements",
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"activity_duration",
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"broad_evaluation",
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"purchase_provenance",
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"sale_trace",
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"supplier_overlap"
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@@ -84,8 +86,22 @@ const PRIMITIVE_CONTRACTS = [
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"collect_outgoing_movements",
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"fetch_scoped_movements"
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],
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supported_fact_families: ["value_flow", "movement_evidence", "inventory_stock_snapshot", "inventory_supplier_overlap"],
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supported_action_families: ["turnover", "payout", "net_value_flow", "list_movements", "stock_snapshot", "supplier_overlap"],
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supported_fact_families: [
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"value_flow",
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"movement_evidence",
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"business_overview",
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"inventory_stock_snapshot",
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"inventory_supplier_overlap"
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],
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supported_action_families: [
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"turnover",
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"payout",
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"net_value_flow",
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"list_movements",
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"broad_evaluation",
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"stock_snapshot",
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"supplier_overlap"
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],
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planning_tags: ["movement", "comparison", "ranking", "aggregation", "monthly_aggregation"],
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required_axes_any_of: [
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["period", "account"],
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@@ -110,11 +126,19 @@ const PRIMITIVE_CONTRACTS = [
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supported_fact_families: [
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"document_evidence",
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"activity_lifecycle",
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"business_overview",
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"inventory_purchase_provenance",
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"inventory_sale_trace",
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"inventory_supplier_overlap"
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],
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supported_action_families: ["list_documents", "activity_duration", "purchase_provenance", "sale_trace", "supplier_overlap"],
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supported_action_families: [
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"list_documents",
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"activity_duration",
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"broad_evaluation",
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"purchase_provenance",
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"sale_trace",
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"supplier_overlap"
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],
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planning_tags: ["document"],
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required_axes_any_of: [
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["document"],
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@@ -136,8 +160,8 @@ const PRIMITIVE_CONTRACTS = [
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primitive_id: "aggregate_by_axis",
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purpose: "Aggregate already-scoped 1C evidence by a business axis such as counterparty, contract, or period.",
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decomposition_hints: ["aggregate_checked_amounts", "aggregate_ranked_axis_values", "aggregate_by_month"],
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supported_fact_families: ["value_flow", "inventory_stock_snapshot", "inventory_supplier_overlap"],
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supported_action_families: ["turnover", "payout", "net_value_flow", "stock_snapshot", "supplier_overlap"],
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supported_fact_families: ["value_flow", "business_overview", "inventory_stock_snapshot", "inventory_supplier_overlap"],
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supported_action_families: ["turnover", "payout", "net_value_flow", "broad_evaluation", "stock_snapshot", "supplier_overlap"],
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planning_tags: ["aggregation", "ranking", "monthly_aggregation"],
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required_axes_any_of: [
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["aggregate_axis", "period"],
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@@ -178,6 +202,7 @@ const PRIMITIVE_CONTRACTS = [
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"document_evidence",
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"movement_evidence",
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"activity_lifecycle",
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"business_overview",
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"inventory_stock_snapshot",
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"inventory_purchase_provenance",
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"inventory_sale_trace",
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@@ -196,6 +221,7 @@ const PRIMITIVE_CONTRACTS = [
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"list_documents",
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"list_movements",
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"activity_duration",
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"broad_evaluation",
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"stock_snapshot",
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"purchase_provenance",
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"sale_trace",
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@@ -216,6 +242,7 @@ const PRIMITIVE_CONTRACTS = [
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decomposition_hints: ["explain_evidence_basis"],
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supported_fact_families: [
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"activity_lifecycle",
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"business_overview",
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"inventory_stock_snapshot",
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"inventory_purchase_provenance",
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"inventory_sale_trace",
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@@ -223,13 +250,14 @@ const PRIMITIVE_CONTRACTS = [
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],
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supported_action_families: [
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"activity_duration",
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"broad_evaluation",
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"stock_snapshot",
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"purchase_provenance",
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"sale_trace",
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"supplier_overlap",
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"purchase_to_sale_chain"
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],
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planning_tags: ["explanation", "inventory"],
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planning_tags: ["explanation", "inventory", "business_overview", "bounded_inference"],
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required_axes_any_of: [["evidence_basis"], ["primitive_id"], ["source_rows_summary"]],
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optional_axes: ["coverage_target", "domain_family", "item", "warehouse", "as_of_date", "supplier", "buyer"],
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output_fact_kinds: ["confirmed_facts", "inferred_facts", "unknown_facts"],
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@@ -414,6 +442,24 @@ const CHAIN_TEMPLATES = [
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planning_tags: ["document", "explanation", "coverage", "bounded_inference", "activity_window", "legal_fact_boundary"],
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safe_for_model_planning: true,
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requires_evidence_gate: true
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},
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{
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chain_id: "business_overview",
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semantic_data_need: "business overview evidence with bounded analyst interpretation",
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chain_summary: "Collect organization-scoped movement and document evidence, aggregate checked business signals, probe coverage, and explain profit/margin limits before giving a bounded analyst overview.",
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fallback_primitives: [
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"query_movements",
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"aggregate_by_axis",
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"query_documents",
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"probe_coverage",
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"explain_evidence_basis"
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],
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base_required_axes: ["organization", "aggregate_axis", "amount", "coverage_target", "evidence_basis", "profit_margin_boundary"],
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supported_fact_families: ["business_overview"],
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supported_action_families: ["broad_evaluation"],
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planning_tags: ["business_overview", "movement", "document", "aggregation", "coverage", "explanation", "bounded_inference"],
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safe_for_model_planning: true,
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requires_evidence_gate: true
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}
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];
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const CHAIN_TEMPLATE_MAP = new Map(CHAIN_TEMPLATES.map((template) => [template.chain_id, template]));
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@@ -477,6 +523,15 @@ function tagSetFromFactAxisInput(input) {
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if (input.business_fact_family === "value_flow") {
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tags.add("movement");
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}
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if (input.business_fact_family === "business_overview") {
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tags.add("business_overview");
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tags.add("movement");
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tags.add("document");
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tags.add("aggregation");
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tags.add("coverage");
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tags.add("explanation");
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tags.add("bounded_inference");
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}
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if (input.business_fact_family?.startsWith("inventory_")) {
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tags.add("inventory");
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}
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@@ -44,6 +44,14 @@ function businessFactFamilyFor(input) {
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if (combined.includes("entity discovery") || combined.includes("entity_resolution")) {
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return "entity_grounding";
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}
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if (combined.includes("broad_business_evaluation") ||
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combined.includes("broad_evaluation") ||
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combined.includes("business overview") ||
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combined.includes("business_overview") ||
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combined.includes("company analysis") ||
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combined.includes("business audit")) {
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return "business_overview";
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}
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if (combined.includes("inventory") ||
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combined.includes("stock") ||
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combined.includes("warehouse") ||
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@@ -113,6 +121,9 @@ function timeScopeNeedFor(input) {
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if (input.family === "activity_lifecycle") {
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return "open_activity_window";
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}
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if (input.family === "business_overview") {
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return input.explicitDateScope ? "explicit_period" : "all_time_scope";
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}
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if (input.family === "inventory_stock_snapshot" || input.family === "inventory_supplier_overlap") {
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return input.explicitDateScope ? "explicit_period" : "as_of_date_required";
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}
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@@ -193,6 +204,9 @@ function proofExpectationFor(input) {
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if (input.family === "activity_lifecycle") {
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return "bounded_inference";
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}
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if (input.family === "business_overview") {
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return "bounded_inference";
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}
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return "coverage_checked_fact";
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}
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function decompositionCandidatesFor(input) {
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@@ -264,6 +278,15 @@ function decompositionCandidatesFor(input) {
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pushUnique(result, "explain_evidence_basis");
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return result;
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}
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if (input.family === "business_overview") {
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pushUnique(result, "collect_scoped_movements");
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pushUnique(result, "aggregate_checked_amounts");
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pushUnique(result, "aggregate_ranked_axis_values");
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pushUnique(result, "fetch_supporting_documents");
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pushUnique(result, "probe_coverage");
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pushUnique(result, "explain_evidence_basis");
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return result;
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}
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if (input.family === "inventory_stock_snapshot") {
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pushUnique(result, "fetch_scoped_movements");
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pushUnique(result, "aggregate_checked_amounts");
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@@ -300,6 +323,11 @@ function forbiddenOverclaimFlagsFor(family) {
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if (family === "activity_lifecycle") {
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pushUnique(result, "no_legal_age_claim_without_evidence");
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}
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if (family === "business_overview") {
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pushUnique(result, "no_unchecked_fact_totals");
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pushUnique(result, "no_unchecked_business_health_claim");
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pushUnique(result, "no_profit_or_margin_claim_without_evidence");
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}
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if (family === "value_flow" || family === "movement_evidence" || family === "document_evidence") {
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pushUnique(result, "no_unchecked_fact_totals");
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}
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@@ -372,8 +400,14 @@ function buildAssistantMcpDiscoveryDataNeedGraph(input) {
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!explicitOrganizationScope) {
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pushUnique(clarificationGaps, "organization");
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}
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else if (subjectCandidates.length === 0 &&
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businessFactFamily === "business_overview" &&
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!explicitOrganizationScope) {
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pushUnique(clarificationGaps, "organization");
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}
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else if (subjectCandidates.length === 0 &&
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businessFactFamily !== "schema_surface" &&
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businessFactFamily !== "business_overview" &&
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!openScopeWithoutSubject &&
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!metadataScopedOpenLaneWithoutSubject &&
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!inventoryStockSnapshotWithoutSubject) {
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@@ -425,6 +459,9 @@ function buildAssistantMcpDiscoveryDataNeedGraph(input) {
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if (allTimeScopeHint) {
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pushReason(reasonCodes, "data_need_graph_all_time_scope_hint");
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}
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if (businessFactFamily === "business_overview" && !explicitDateScope) {
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pushReason(reasonCodes, "data_need_graph_business_overview_defaults_to_all_time_scope");
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}
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if (clarificationGaps.includes("organization")) {
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pushReason(reasonCodes, "data_need_graph_open_scope_total_needs_organization");
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}
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@@ -2065,6 +2065,8 @@ function pilotScopeForPlanner(planner) {
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case "value_flow_ranking":
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case "value_flow":
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return valueFlowPilotProfile(planner).scope;
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case "business_overview":
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return "business_overview_route_template_v1";
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case "document_evidence":
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return "counterparty_document_evidence_query_documents_v1";
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case "lifecycle":
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@@ -676,6 +676,31 @@ function recipeFor(input) {
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extraReasons: primitiveSelection.reasonCodes
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});
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}
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if (graphFactFamily === "business_overview") {
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pushUnique(axes, "organization");
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pushUnique(axes, "aggregate_axis");
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pushUnique(axes, "amount");
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pushUnique(axes, "coverage_target");
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pushUnique(axes, "evidence_basis");
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pushUnique(axes, "profit_margin_boundary");
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const template = (0, assistantMcpCatalogIndex_1.getAssistantMcpCatalogChainTemplate)("business_overview");
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const primitiveSelection = selectPrimitivesFromGraphAndCatalog({
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dataNeedGraph,
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fallbackPrimitives: template.fallback_primitives,
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requiredAxes: axes,
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metadataSurface: input.metadataSurface,
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actionFamily: action || graphAction,
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allowAggregateByAxis: true,
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selectedChainId: "business_overview"
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});
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return recipeFromCatalogChainTemplate({
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chainId: "business_overview",
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axes,
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primitives: primitiveSelection.primitives,
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reason: "planner_selected_business_overview_from_data_need_graph",
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extraReasons: primitiveSelection.reasonCodes
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});
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}
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if (graphFactFamily === "activity_lifecycle") {
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pushUnique(axes, "document_date");
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pushUnique(axes, "coverage_target");
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