Open-World: расширить бизнес-обзор факт-семействами

llm_normalizer/backend/src/services/assistantMcpDiscoveryAnswerAdapter.ts

@@ -158,6 +158,10 @@ function isValueFlowPilot(pilot: AssistantMcpDiscoveryPilotExecutionContract): b
   );
 }
 
+function isBusinessOverviewPilot(pilot: AssistantMcpDiscoveryPilotExecutionContract): boolean {
+  return pilot.pilot_scope === "business_overview_route_template_v1";
+}
+
 function isDocumentPilot(pilot: AssistantMcpDiscoveryPilotExecutionContract): boolean {
   return pilot.pilot_scope === "counterparty_document_evidence_query_documents_v1";
 }
@@ -431,6 +435,44 @@ function headlineFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
     }
     return "Инвентарный route-template уже выбран, но live-исполнение этого generic MCP контура еще не подключено; складской/товарный факт не подтвержден.";
   }
+  if (isBusinessOverviewPilot(pilot) && pilot.derived_business_overview && mode === "confirmed_with_bounded_inference") {
+    const overview = pilot.derived_business_overview;
+    const families: string[] = [];
+    if (
+      overview.incoming_customer_revenue.rows_with_amount > 0 ||
+      overview.outgoing_supplier_payout.rows_with_amount > 0
+    ) {
+      families.push("денежный поток");
+    }
+    if (overview.activity_period) {
+      families.push("активность");
+    }
+    if (overview.tax_position) {
+      families.push("НДС-позиция");
+    }
+    if (overview.debt_position) {
+      families.push("долговой срез на дату");
+    }
+    if (overview.debt_open_settlement_quality) {
+      families.push("качество открытых расчетов");
+    }
+    if (overview.inventory_position) {
+      families.push("складской срез на дату");
+    }
+    const unknownFamilies = ["прибыль/маржа"];
+    if (!overview.tax_position) {
+      unknownFamilies.push("НДС");
+    }
+    if (!overview.debt_position) {
+      unknownFamilies.push("долговой срез");
+    }
+    unknownFamilies.push(overview.debt_open_settlement_quality ? "due-date просрочка" : "качество открытых расчетов");
+    unknownFamilies.push(overview.inventory_position ? "полноценная складская ликвидность" : "склад");
+    return `По данным 1С собран ограниченный бизнес-обзор: ${families.join(", ")} подтверждены найденными строками; ${unknownFamilies.join(", ")} остаются отдельными непроверенными областями.`;
+  }
+  if (isBusinessOverviewPilot(pilot) && mode === "checked_sources_only") {
+    return "Бизнес-обзор был запущен, но подтвержденные денежные или activity-сигналы в найденных строках не получены.";
+  }
   if (isEntityResolutionPilot(pilot) && mode === "needs_clarification") {
     return "По каталогу 1С нашлось несколько похожих контрагентов, и без уточнения нельзя честно выбрать правильную сущность.";
   }
@@ -574,6 +616,9 @@ function nextStepFor(mode: AssistantMcpDiscoveryAnswerMode, pilot: AssistantMcpD
     }
     return "Следующий шаг - связать inventory route-template с exact inventory runtime и затем проверить live-прогоном.";
   }
+  if (mode === "confirmed_with_bounded_inference" && isBusinessOverviewPilot(pilot)) {
+    return "Если нужен уже управленческий вывод, следующим шагом стоит отдельно проверить прибыль/маржу, долги, НДС и складскую ликвидность, а затем собрать полный бизнес-аудит.";
+  }
   if (mode === "confirmed_with_bounded_inference" && pilot.derived_metadata_surface) {
     const surface = pilot.derived_metadata_surface;
     if (surface.ambiguity_detected && surface.ambiguity_entity_sets.length > 0) {
@@ -606,6 +651,14 @@ function buildMustNotClaim(pilot: AssistantMcpDiscoveryPilotExecutionContract):
     claims.push("Do not claim full all-time turnover unless the checked period and coverage prove it.");
     claims.push("Do not present a derived sum as a legal/accounting final total outside the checked 1C rows.");
   }
+  if (isBusinessOverviewPilot(pilot)) {
+    claims.push("Do not present business overview cash-flow spread as profit or margin.");
+    claims.push("Do not claim debt quality, VAT position, inventory health, or company health unless those contours were separately checked.");
+    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 expose business_overview_route_template_v1 or MCP primitive names in the user answer.");
+  }
   if (pilot.derived_ranked_value_flow) {
     claims.push("Do not present a bounded ranking as a complete all-time ranking outside the checked period and organization.");
     claims.push("Do not imply the top-ranked counterparty is globally final when probe-limit or scope boundaries still exist.");
@@ -899,6 +952,119 @@ function derivedBidirectionalValueFlowMonthlyLines(pilot: AssistantMcpDiscoveryP
   );
 }
 
+function businessOverviewNetDirectionRu(direction: "net_incoming" | "net_outgoing" | "balanced"): string {
+  if (direction === "net_incoming") {
+    return "операционный денежный поток в проверенном срезе больше входящий, чем исходящий";
+  }
+  if (direction === "net_outgoing") {
+    return "операционный денежный поток в проверенном срезе больше исходящий, чем входящий";
+  }
+  return "входящий и исходящий денежный поток в проверенном срезе примерно сбалансированы";
+}
+
+function derivedBusinessOverviewConfirmedLines(pilot: AssistantMcpDiscoveryPilotExecutionContract): string[] {
+  const overview = pilot.derived_business_overview;
+  if (!overview) {
+    return [];
+  }
+  const organization = overview.organization_scope ? ` по организации ${overview.organization_scope}` : "";
+  const period = overview.period_scope ? ` за ${overview.period_scope}` : " за все доступное проверенное окно";
+  const lines: string[] = [];
+  if (overview.incoming_customer_revenue.rows_with_amount > 0) {
+    lines.push(
+      `Входящие поступления${organization}${period}: ${overview.incoming_customer_revenue.total_amount_human_ru} по ${overview.incoming_customer_revenue.rows_with_amount} строкам с суммой.`
+    );
+  }
+  if (overview.outgoing_supplier_payout.rows_with_amount > 0) {
+    lines.push(
+      `Исходящие платежи/списания${organization}${period}: ${overview.outgoing_supplier_payout.total_amount_human_ru} по ${overview.outgoing_supplier_payout.rows_with_amount} строкам с суммой.`
+    );
+  }
+  const leader = overview.top_customers[0];
+  if (leader) {
+    lines.push(`Самый крупный подтвержденный клиент в проверенном срезе: ${leader.axis_value} — ${leader.total_amount_human_ru}.`);
+  }
+  if (overview.activity_period) {
+    lines.push(
+      `Окно подтвержденной активности в 1С: ${overview.activity_period.first_activity_date} — ${overview.activity_period.latest_activity_date}; ориентировочно ${overview.activity_period.duration_human_ru}.`
+    );
+  }
+  if (overview.tax_position) {
+    const taxDirection =
+      overview.tax_position.net_vat_direction === "vat_to_pay"
+        ? "к уплате"
+        : overview.tax_position.net_vat_direction === "vat_to_recover_or_offset"
+          ? "к вычету/зачету"
+          : "сбалансирован";
+    lines.push(
+      `НДС-позиция за ${overview.tax_position.period_scope}: книга продаж ${overview.tax_position.sales_vat_amount_human_ru}, книга покупок/вычеты ${overview.tax_position.purchase_vat_amount_human_ru}, нетто ${taxDirection} ${overview.tax_position.net_vat_amount_human_ru}.`
+    );
+  }
+  if (overview.debt_position) {
+    const debtDirection =
+      overview.debt_position.net_debt_position_direction === "net_receivable"
+        ? "в пользу дебиторки"
+        : overview.debt_position.net_debt_position_direction === "net_payable"
+          ? "в сторону кредиторки"
+          : "сбалансировано";
+    lines.push(
+      `Долговой срез на ${overview.debt_position.as_of_date}: дебиторка ${overview.debt_position.receivables.total_amount_human_ru}, кредиторка ${overview.debt_position.payables.total_amount_human_ru}, нетто ${debtDirection} ${overview.debt_position.net_debt_position_amount_human_ru}.`
+    );
+  }
+  if (overview.debt_open_settlement_quality) {
+    const quality = overview.debt_open_settlement_quality;
+    const topContract = quality.top_contracts[0];
+    const topContractText = topContract
+      ? ` Крупнейший открытый договор: ${topContract.contract}${topContract.counterparty ? ` / ${topContract.counterparty}` : ""} — ${topContract.total_amount_human_ru}${topContract.share_of_gross_open_amount_pct === null ? "" : ` (${topContract.share_of_gross_open_amount_pct}%)`}.`
+      : "";
+    lines.push(
+      `Качество открытых расчетов на ${quality.as_of_date}: брутто открытых договорных остатков ${quality.gross_open_amount_human_ru}, договоров ${quality.unique_contracts}, контрагентов ${quality.unique_counterparties}.${topContractText}`
+    );
+  }
+  if (overview.inventory_position) {
+    const leader = overview.inventory_position.top_items[0];
+    const leaderText = leader
+      ? ` Крупнейшая подтвержденная позиция: ${leader.item} — ${leader.total_amount_human_ru}.`
+      : "";
+    lines.push(
+      `Складской срез на ${overview.inventory_position.as_of_date}: остаток ${overview.inventory_position.total_amount_human_ru} по ${overview.inventory_position.rows_with_amount} строкам с суммой и ${overview.inventory_position.rows_with_quantity} строкам с количеством.${leaderText}`
+    );
+    if (overview.inventory_position.aging_signal?.oldest_purchase_date) {
+      const ageText = overview.inventory_position.aging_signal.max_age_days === null
+        ? ""
+        : `, максимальный возраст сигнала ${overview.inventory_position.aging_signal.max_age_days} дн.`;
+      lines.push(
+        `Возрастной сигнал склада: самая ранняя найденная дата закупки ${overview.inventory_position.aging_signal.oldest_purchase_date}${ageText}.`
+      );
+    }
+  }
+  return lines;
+}
+
+function derivedBusinessOverviewInferenceLine(pilot: AssistantMcpDiscoveryPilotExecutionContract): string | null {
+  const overview = pilot.derived_business_overview;
+  if (!overview) {
+    return null;
+  }
+  if (
+    overview.incoming_customer_revenue.rows_with_amount <= 0 &&
+    overview.outgoing_supplier_payout.rows_with_amount <= 0
+  ) {
+    return null;
+  }
+  return [
+    `Расчетное нетто по найденным строкам: ${overview.net_amount_human_ru}; ${businessOverviewNetDirectionRu(overview.net_direction)}.`,
+    "Это нормальный операционный сигнал, но не прибыль и не маржа: для управленческого вывода нужны отдельные расходы, себестоимость, долги, налоги и склад."
+  ].join(" ");
+}
+
+function businessOverviewUnknownLines(pilot: AssistantMcpDiscoveryPilotExecutionContract): string[] {
+  if (!pilot.derived_business_overview) {
+    return userFacingUnknowns(pilot.evidence.unknown_facts);
+  }
+  return userFacingUnknowns(pilot.evidence.unknown_facts);
+}
+
 export function buildAssistantMcpDiscoveryAnswerDraft(
   pilot: AssistantMcpDiscoveryPilotExecutionContract
 ): AssistantMcpDiscoveryAnswerDraftContract {
@@ -912,6 +1078,7 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
     pushReason(reasonCodes, "answer_contains_bounded_inference");
   }
   const derivedInferenceLine =
+    derivedBusinessOverviewInferenceLine(pilot) ??
     derivedActivityInferenceLine(pilot) ??
     derivedMetadataInferenceLine(pilot) ??
     derivedRankedValueFlowInferenceLine(pilot) ??
@@ -929,10 +1096,28 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
     derivedBidirectionalValueFlowMonthlyLines(pilot).length > 0
       ? derivedBidirectionalValueFlowMonthlyLines(pilot)
       : derivedValueFlowMonthlyLines(pilot);
+  const businessOverviewLines = derivedBusinessOverviewConfirmedLines(pilot);
   if (monthlyConfirmedLines.length > 0) {
     pushReason(reasonCodes, "answer_contains_monthly_breakdown");
   }
-  const confirmedLines = pilot.derived_ranked_value_flow && derivedValueLine
+  if (businessOverviewLines.length > 0) {
+    pushReason(reasonCodes, "answer_contains_business_overview");
+  }
+  if (pilot.derived_business_overview?.tax_position) {
+    pushReason(reasonCodes, "answer_contains_business_overview_tax_position");
+  }
+  if (pilot.derived_business_overview?.debt_position) {
+    pushReason(reasonCodes, "answer_contains_business_overview_debt_position");
+  }
+  if (pilot.derived_business_overview?.debt_open_settlement_quality) {
+    pushReason(reasonCodes, "answer_contains_business_overview_open_settlement_quality");
+  }
+  if (pilot.derived_business_overview?.inventory_position) {
+    pushReason(reasonCodes, "answer_contains_business_overview_inventory_position");
+  }
+  const confirmedLines = businessOverviewLines.length > 0
+    ? businessOverviewLines
+    : pilot.derived_ranked_value_flow && derivedValueLine
     ? [derivedValueLine]
     : derivedValueLine
     ? [...pilot.evidence.confirmed_facts, derivedValueLine, ...monthlyConfirmedLines]
@@ -941,7 +1126,9 @@ export function buildAssistantMcpDiscoveryAnswerDraft(
     : derivedMetadataLine
       ? [derivedMetadataLine]
       : pilot.evidence.confirmed_facts;
-  const unknownLines = pilot.derived_metadata_surface
+  const unknownLines = pilot.derived_business_overview
+    ? businessOverviewUnknownLines(pilot)
+    : pilot.derived_metadata_surface
     ? pilot.derived_metadata_surface.available_fields.length > 0
       ? userFacingUnknowns(pilot.evidence.unknown_facts)
       : ["Детальный список полей этих объектов этим шагом не получен."]

llm_normalizer/backend/src/services/assistantMcpDiscoveryTurnInputAdapter.ts

@@ -682,6 +682,12 @@ function hasLifecycleSignal(text: string): boolean {
   );
 }
 
+function hasBusinessOverviewSignal(text: string): boolean {
+  return /(?:\u0431\u0438\u0437\u043d\u0435\u0441[-\s]?\u043e\u0431\u0437\u043e\u0440|\u0431\u0438\u0437\u043d\u0435\u0441[-\s]?\u0430\u0443\u0434\u0438\u0442|\u043f\u043e\u043b\u043d\w*\s+\u0430\u043d\u0430\u043b\u0438\u0437\s+(?:\u043a\u043e\u043c\u043f\u0430\u043d|\u0431\u0438\u0437\u043d\u0435\u0441|\u0434\u0435\u044f\u0442\u0435\u043b)|\u0441\u0432\u043e\u0434\u043d\w*\s+\u0430\u043d\u0430\u043b\u0438\u0437\s+(?:\u043a\u043e\u043c\u043f\u0430\u043d|\u0431\u0438\u0437\u043d\u0435\u0441|\u0434\u0435\u044f\u0442\u0435\u043b)|\u043a\u0430\u043a\s+\u0442\u044b\s+\u043e\u0446\u0435\u043d(?:\u0438\u0448\u044c|\u0438)\s+\u0434\u0435\u044f\u0442\u0435\u043b\u044c\u043d\u043e\u0441\u0442|\u043a\u043e\u043c\u043f\u0430\u043d(?:\u0438\u0438|\u0438\u044e|\u0438\u044f)\s+\u0432\s+\u0446\u0435\u043b\u043e\u043c|company\s+(?:analysis|overview)|business\s+(?:overview|audit)|llm[-\s]?audit|бизнес[-\s]?обзор|бизнес[-\s]?аудит)/iu.test(
+    text
+  );
+}
+
 function hasValueFlowSignal(text: string): boolean {
   return /(?:оборот|выручк|оплат|плат[её]ж|заплат|перечисл|списан|расход|исходящ|входящ|получ(?:ил|ено|ен)|поступил|поступлен|денежн[а-яёa-z0-9_-]*\s+поток|(?<!\p{L})заработ(?:ал|али|ало|аем|ает|ать|ано|ок)(?!\p{L})|supplier|value[-\s]?flow|turnover|revenue|payment|payout|outflow|cash\s+flow|\bearn(?:ed|ing|ings)?\b)/iu.test(
     text
@@ -737,7 +743,14 @@ function extractOrganizationScopeFromRawText(value: unknown): string | null {
   if (!match?.[1]) {
     return null;
   }
-  return toNonEmptyString(match[1]);
+  return toNonEmptyString(
+    match[1]
+      .replace(
+        /\s+(?:\u043f\u043e\s+\u0434\u0430\u043d\u043d\u044b\u043c\s+1\u0441|\u0432\s+\u0446\u0435\u043b\u043e\u043c|\u0437\u0430\s+(?:\d{4}-\d{2}-\d{2}|\d{4}-\d{2}|(?:19|20)\d{2})(?:\s+\u0433(?:\u043e\u0434|\.)?)?|\u043d\u0430\s+(?:\d{4}-\d{2}-\d{2}|\d{4}-\d{2}|(?:19|20)\d{2})|\u0437\u0430\s+\u0432\u0441[\u0435\u0451]\s+(?:\u0434\u043e\u0441\u0442\u0443\u043f\p{L}+\s+)?\u0432\u0440\u0435\u043c\u044f|\u0437\u0430\s+\u0432\u0435\u0441\u044c\s+(?:\u0434\u043e\u0441\u0442\u0443\u043f\p{L}+\s+)?\u043f\u0435\u0440\u0438\u043e\u0434|\u0437\u0430\s+\u0432\u0441\u044e\s+\u0438\u0441\u0442\u043e\u0440\u0438(?:\u044e|\u0438)|\u0434\u0430\u0439\s+\u0431\u0438\u0437\u043d\u0435\u0441-?\u043e\u0431\u0437\u043e\u0440|\u0431\u0438\u0437\u043d\u0435\u0441-?\u043e\u0431\u0437\u043e\u0440|\u043d\u043e\s+\u043d\u0435).*$/iu,
+        ""
+      )
+      .trim()
+  );
 }
 
 function hasMonthlyAggregationSignal(text: string): boolean {
@@ -747,7 +760,7 @@ function hasMonthlyAggregationSignal(text: string): boolean {
 }
 
 function hasAllTimeScopeHint(text: string): boolean {
-  return /(?:\u0437\u0430\s+\u0432\u0441[\u0435\u0451]\s+\u0432\u0440\u0435\u043c\u044f|\u0437\u0430\s+\u0432\u0435\u0441\u044c\s+\u043f\u0435\u0440\u0438\u043e\u0434|\u0437\u0430\s+\u0432\u0441\u044e\s+\u0438\u0441\u0442\u043e\u0440\u0438(?:\u044e|\u0438)|\u0437\u0430\s+\u043b\u044e\u0431\u043e\u0439\s+\u043f\u0435\u0440\u0438\u043e\u0434|for\s+all\s+time|all\s+time|entire\s+period|full\s+history|any\s+period)/iu.test(
+  return /(?:\u0437\u0430\s+\u0432\u0441[\u0435\u0451]\s+(?:\u0434\u043e\u0441\u0442\u0443\u043f\p{L}+\s+)?\u0432\u0440\u0435\u043c\u044f|\u0437\u0430\s+\u0432\u0435\u0441\u044c\s+(?:\u0434\u043e\u0441\u0442\u0443\u043f\p{L}+\s+)?\u043f\u0435\u0440\u0438\u043e\u0434|\u0437\u0430\s+\u0432\u0441\u044e\s+\u0438\u0441\u0442\u043e\u0440\u0438(?:\u044e|\u0438)|\u0437\u0430\s+\u043b\u044e\u0431\u043e\u0439\s+\u043f\u0435\u0440\u0438\u043e\u0434|for\s+all\s+time|all\s+time|entire\s+period|full\s+history|any\s+period)/iu.test(
     text
   );
 }
@@ -1000,6 +1013,22 @@ function hasExplicitDateScopeLiteral(text: string): boolean {
   return /(?:\b(?:19|20)\d{2}\b|\b\d{4}-\d{2}-\d{2}\b|\b\d{4}-\d{2}\b)/iu.test(text);
 }
 
+function stripNegatedTaxDateScopeClauses(text: string): string {
+  const dateScopeLiteral = String.raw`\b(?:\d{4}-\d{2}-\d{2}|\d{4}-\d{2}|(?:19|20)\d{2})\b`;
+  const taxToken = String.raw`(?:\u043d\u0434\u0441|vat)`;
+  const scopeToken = String.raw`(?:\u0437\u0430|\u043d\u0430|\u043f\u043e|for|in)`;
+  const negatedVerb = String.raw`(?:\u0442\u0430\u0449\u0438(?:\u0442\u044c)?|\u0431\u0435\u0440\u0438|\u0431\u0440\u0430\u0442\u044c|\u0438\u0441\u043f\u043e\u043b\u044c\u0437\u0443\u0439(?:\u0442\u0435)?|\u0438\u0441\u043f\u043e\u043b\u044c\u0437\u043e\u0432\u0430\u0442\u044c|\u0441\u0447\u0438\u0442\u0430\u0439(?:\u0442\u0435)?|\u0441\u0447\u0438\u0442\u0430\u0442\u044c|\u043f\u043e\u0434\u0442\u044f\u0433\u0438\u0432\u0430\u0439(?:\u0442\u0435)?|\u043f\u043e\u0434\u0442\u044f\u0433\u0438\u0432\u0430\u0442\u044c|\u043f\u0435\u0440\u0435\u043d\u043e\u0441\u0438|\u043f\u0435\u0440\u0435\u043d\u043e\u0441\u0438\u0442\u044c|pull|reuse|use|carry)`;
+  const direct = new RegExp(
+    String.raw`(?:^|[\s,;:])(?:\u043d\u0435\s+${negatedVerb}\s+${taxToken}\s+${scopeToken}\s+${dateScopeLiteral}|\u0431\u0435\u0437\s+${taxToken}\s+${scopeToken}\s+${dateScopeLiteral}|do\s+not\s+(?:${negatedVerb}\s+)?${taxToken}\s+${scopeToken}\s+${dateScopeLiteral})`,
+    "giu"
+  );
+  const reversed = new RegExp(
+    String.raw`${taxToken}\s+${scopeToken}\s+${dateScopeLiteral}\s+(?:\u043d\u0435\s+${negatedVerb}|do\s+not\s+(?:${negatedVerb})?)`,
+    "giu"
+  );
+  return text.replace(direct, " ").replace(reversed, " ");
+}
+
 function collectDateScopeFromRawText(text: string): string | null {
   const isoDate = text.match(/\b(\d{4}-\d{2}-\d{2})\b/u);
   if (isoDate?.[1]) {
@@ -1040,6 +1069,9 @@ function semanticNeedFor(input: {
   entityResolutionSignal: boolean;
 }): string | null {
   const combined = compactLower(`${input.domain ?? ""} ${input.action ?? ""} ${input.unsupported ?? ""}`);
+  if (/(?:broad_business_evaluation|broad_evaluation|business_summary|business_overview|company analysis|business audit)/iu.test(combined)) {
+    return "business overview evidence with bounded analyst interpretation";
+  }
   if (input.metadataSignal || /(?:metadata|schema|catalog|inspect_(?:catalog|documents|registers|fields))/iu.test(combined)) {
     return "1C metadata evidence";
   }
@@ -1133,9 +1165,12 @@ export function buildAssistantMcpDiscoveryTurnInput(
   const rawReferentialDocumentExclusionSignal = hasReferentialDocumentExclusionFollowupSignal(
     repairedUserText ?? rawUserText ?? ""
   );
-  const rawLifecycleSignal = hasLifecycleSignal(rawText);
-  const rawBidirectionalValueFlowSignal = !rawLifecycleSignal && hasBidirectionalValueFlowSignal(rawText);
+  const rawBusinessOverviewSignal = hasBusinessOverviewSignal(rawText);
+  const rawLifecycleSignal = !rawBusinessOverviewSignal && hasLifecycleSignal(rawText);
+  const rawBidirectionalValueFlowSignal =
+    !rawBusinessOverviewSignal && !rawLifecycleSignal && hasBidirectionalValueFlowSignal(rawText);
   const rawValueFlowSignal =
+    !rawBusinessOverviewSignal &&
     !rawLifecycleSignal &&
     (hasValueFlowSignal(rawText) || hasValueRankingSignal(rawText) || rawBidirectionalValueFlowSignal);
   const rawMetadataSignal =
@@ -1150,9 +1185,14 @@ export function buildAssistantMcpDiscoveryTurnInput(
     rawValueFlowSignal && hasValueFlowAggregateQuestionSignal(rawText);
   const monthlyAggregationSignal = hasMonthlyAggregationSignal(rawText);
   const rawAllTimeScopeSignal = hasAllTimeScopeHint(rawText);
-  const explicitDateScopeLiteralDetected = hasExplicitDateScopeLiteral(rawText);
+  const dateScopeSignalText = stripNegatedTaxDateScopeClauses(rawText);
+  const negatedTaxDateScopeOnlySignal =
+    dateScopeSignalText !== rawText &&
+    hasExplicitDateScopeLiteral(rawText) &&
+    !hasExplicitDateScopeLiteral(dateScopeSignalText);
+  const explicitDateScopeLiteralDetected = hasExplicitDateScopeLiteral(dateScopeSignalText);
   const relativeCurrentDateHintDetected = hasRelativeCurrentDateHint(rawText);
-  const rawDateScope = collectDateScopeFromRawText(rawText);
+  const rawDateScope = collectDateScopeFromRawText(dateScopeSignalText);
   const rawMetadataScopeHint = rawMetadataSignal ? metadataScopeHintFromRawText(rawText) : null;
   const rawEntityCandidate = rawEntityResolutionSignal ? rawEntityResolutionCandidate(rawEntitySourceText) : null;
   const entityResolutionClarificationCandidate =
@@ -1171,6 +1211,12 @@ export function buildAssistantMcpDiscoveryTurnInput(
   const rawAggregationAxis = toNonEmptyString(assistantTurnMeaning?.asked_aggregation_axis);
   const unsupported = toNonEmptyString(assistantTurnMeaning?.unsupported_but_understood_family);
   const broadBusinessEvaluationUnsupported = unsupported === "broad_business_evaluation";
+  const businessOverviewSignal =
+    rawBusinessOverviewSignal ||
+    broadBusinessEvaluationUnsupported ||
+    rawDomain === "business_summary" ||
+    rawDomain === "business_overview" ||
+    rawAction === "broad_evaluation";
   const explicitIntentCandidate = toNonEmptyString(assistantTurnMeaning?.explicit_intent_candidate);
   const currentTurnDocumentLaneSignal = rawAction === "list_documents";
   const currentTurnMovementLaneSignal = rawAction === "list_movements";
@@ -1553,11 +1599,13 @@ export function buildAssistantMcpDiscoveryTurnInput(
       ? followupSeed.unsupported
       : null;
   const lifecycleSignal =
-    rawLifecycleSignal || seededDomain === "counterparty_lifecycle";
+    !businessOverviewSignal && (rawLifecycleSignal || seededDomain === "counterparty_lifecycle");
   const bidirectionalValueFlowSignal =
+    !businessOverviewSignal &&
     !lifecycleSignal &&
     (rawBidirectionalValueFlowSignal || seededAction === "net_value_flow");
   const valueFlowSignal =
+    !businessOverviewSignal &&
     !lifecycleSignal &&
     !metadataGroundedMovementLaneApplicable &&
     (rawValueFlowSignal || seededDomain === "counterparty_value");
@@ -1568,9 +1616,9 @@ export function buildAssistantMcpDiscoveryTurnInput(
   const semanticDataNeed = metadataAmbiguityLaneClarificationApplicable
     ? "metadata lane clarification"
     : semanticNeedFor({
-        domain: rawDomain ?? seededDomain,
-        action: rawAction ?? seededAction,
-        unsupported: broadBusinessEvaluationUnsupported ? seededUnsupported : unsupported ?? seededUnsupported,
+        domain: businessOverviewSignal ? "business_overview" : rawDomain ?? seededDomain,
+        action: businessOverviewSignal ? "broad_evaluation" : rawAction ?? seededAction,
+        unsupported: businessOverviewSignal ? "broad_business_evaluation" : unsupported ?? seededUnsupported,
         lifecycleSignal,
         valueFlowSignal,
         metadataSignal: rawMetadataSignal || effectiveMetadataFollowupSeedApplicable,
@@ -1710,30 +1758,48 @@ export function buildAssistantMcpDiscoveryTurnInput(
   const clarificationLoopStillNeedsPeriod = Boolean(
     followupSeed.loopStatus === "awaiting_clarification" && followupSeed.loopPendingAxes.includes("period")
   );
+  const businessOverviewRawWithoutDateScope = Boolean(
+    businessOverviewSignal &&
+      !rawAllTimeScopeSignal &&
+      !explicitDateScopeLiteralDetected &&
+      !rawDateScope &&
+      !relativeCurrentDateHintDetected
+  );
+  const predecomposeDateScopeCountsAsCurrentTurnPeriod = Boolean(
+    predecomposeDateScope &&
+      !isImplicitCurrentDateScope(predecomposeDateScope) &&
+      !businessOverviewRawWithoutDateScope
+  );
   const currentTurnCarriesExplicitPeriod = Boolean(
     explicitDateScopeLiteralDetected ||
       rawDateScope ||
       relativeCurrentDateHintDetected ||
-      (predecomposeDateScope && !isImplicitCurrentDateScope(predecomposeDateScope))
+      predecomposeDateScopeCountsAsCurrentTurnPeriod
   );
   const suppressImplicitCurrentDateScope = Boolean(
     !currentTurnCarriesExplicitPeriod &&
       (clarificationLoopStillNeedsPeriod ||
+        businessOverviewSignal ||
         openScopeValueFlowWithoutResolvedCounterparty ||
         (valueFlowOrganizationStaysScope && (Boolean(followupSeed.rankingNeed) || bidirectionalValueFlowSignal)))
   );
+  const suppressNegatedTaxOnlyDateScope = Boolean(businessOverviewSignal && negatedTaxDateScopeOnlySignal);
   const normalizedPredecomposeDateScope =
     (rawEntitySearchOverridesStaleScope && !currentTurnCarriesExplicitPeriod) ||
+    suppressNegatedTaxOnlyDateScope ||
+    businessOverviewRawWithoutDateScope ||
     (suppressImplicitCurrentDateScope && isImplicitCurrentDateScope(predecomposeDateScope))
       ? null
       : predecomposeDateScope;
   const normalizedAssistantTurnMeaningDateScope =
     rawEntitySearchOverridesStaleScope ||
+    suppressNegatedTaxOnlyDateScope ||
     (suppressImplicitCurrentDateScope && isImplicitCurrentDateScope(assistantTurnMeaningDateScope))
       ? null
       : assistantTurnMeaningDateScope;
   const normalizedFollowupDateScope =
     rawEntitySearchOverridesStaleScope ||
+    suppressNegatedTaxOnlyDateScope ||
     (suppressImplicitCurrentDateScope && isImplicitCurrentDateScope(followupSeed.dateScope))
       ? null
       : followupSeed.dateScope;
@@ -1757,7 +1823,9 @@ export function buildAssistantMcpDiscoveryTurnInput(
 
   const turnMeaning: AssistantMcpDiscoveryTurnMeaningRef = {
     asked_domain_family:
-      lifecycleSignal
+      businessOverviewSignal
+        ? "business_overview"
+        : lifecycleSignal
         ? "counterparty_lifecycle"
         : valueFlowSignal
         ? "counterparty_value"
@@ -1770,9 +1838,11 @@ export function buildAssistantMcpDiscoveryTurnInput(
           : rawMetadataSignal || effectiveMetadataFollowupSeedApplicable
             ? "metadata"
             : rawDomain ?? seededDomain,
-    asked_action_family: lifecycleSignal
-      ? "activity_duration"
-      : valueFlowSignal
+    asked_action_family: businessOverviewSignal
+      ? "broad_evaluation"
+      : lifecycleSignal
+        ? "activity_duration"
+        : valueFlowSignal
         ? bidirectionalValueFlowSignal
           ? "net_value_flow"
           : payoutSignal
@@ -1792,7 +1862,7 @@ export function buildAssistantMcpDiscoveryTurnInput(
       valueFlowSignal && followupSeed.rankingNeed && !rawEntitySearchOverridesStaleScope
         ? followupSeed.rankingNeed
         : undefined,
-    explicit_entity_candidates: entityCandidates,
+    explicit_entity_candidates: businessOverviewSignal ? [] : entityCandidates,
     metadata_ambiguity_entity_sets:
       metadataAmbiguityLaneClarificationApplicable && followupSeed.metadataAmbiguityEntitySets.length > 0
         ? followupSeed.metadataAmbiguityEntitySets
@@ -1802,7 +1872,9 @@ export function buildAssistantMcpDiscoveryTurnInput(
     explicit_date_scope: explicitDateScope,
     subject_resolution_optional: metadataScopedLaneWithoutSubject || undefined,
     unsupported_but_understood_family:
-      unsupported ??
+      businessOverviewSignal
+        ? "broad_business_evaluation"
+        : unsupported ??
       (lifecycleSignal
         ? "counterparty_lifecycle"
         : valueFlowSignal
@@ -1826,6 +1898,7 @@ export function buildAssistantMcpDiscoveryTurnInput(
             : null),
     stale_replay_forbidden: Boolean(
       assistantTurnMeaning?.stale_replay_forbidden ||
+        businessOverviewSignal ||
         unsupported ||
         lifecycleSignal ||
         valueFlowSignal ||
@@ -1886,7 +1959,7 @@ export function buildAssistantMcpDiscoveryTurnInput(
   );
 
   const runDiscovery = shouldRunDiscovery({
-    unsupported: broadBusinessEvaluationUnsupported ? seededUnsupported : unsupported ?? seededUnsupported,
+    unsupported: businessOverviewSignal ? "broad_business_evaluation" : unsupported ?? seededUnsupported,
     lifecycleSignal,
     valueFlowSignal,
     metadataSignal: rawMetadataSignal || effectiveMetadataFollowupSeedApplicable,
@@ -1902,6 +1975,7 @@ export function buildAssistantMcpDiscoveryTurnInput(
       metadataGroundedDocumentLaneApplicable ||
       groundedValueFlowFollowupApplicable,
     forceDiscoveryOverExplicitIntent:
+      businessOverviewSignal ||
       Boolean(entityResolutionClarificationCandidate) ||
       organizationClarificationFollowupApplicable ||
       periodClarificationFollowupApplicable ||
@@ -1976,6 +2050,9 @@ export function buildAssistantMcpDiscoveryTurnInput(
   if (rawAllTimeScopeSignal) {
     pushReason(reasonCodes, "mcp_discovery_all_time_scope_signal_detected");
   }
+  if (suppressNegatedTaxOnlyDateScope) {
+    pushReason(reasonCodes, "mcp_discovery_negated_tax_period_scope_suppressed");
+  }
   if (followupDiscoverySeedApplicable) {
     pushReason(reasonCodes, "mcp_discovery_seeded_from_followup_context");
   }
@@ -2054,8 +2131,8 @@ export function buildAssistantMcpDiscoveryTurnInput(
   if (unsupported) {
     pushReason(reasonCodes, "mcp_discovery_unsupported_but_understood_turn");
   }
-  if (broadBusinessEvaluationUnsupported) {
-    pushReason(reasonCodes, "mcp_discovery_broad_business_evaluation_kept_in_living_chat");
+  if (businessOverviewSignal) {
+    pushReason(reasonCodes, "mcp_discovery_broad_business_evaluation_route_candidate");
   }
   if (
     !(valueFlowOrganizationStaysScope && normalizedPredecomposeCounterparty === explicitOrganizationScope) &&

llm_normalizer/backend/src/services/assistantTurnMeaningPolicy.ts

@@ -122,6 +122,13 @@ function detectBroadBusinessEvaluation(text) {
   if (!normalized) {
     return null;
   }
+  if (
+    /(?:\u0431\u0438\u0437\u043d\u0435\u0441[-\s]?\u043e\u0431\u0437\u043e\u0440|\u0431\u0438\u0437\u043d\u0435\u0441[-\s]?\u0430\u0443\u0434\u0438\u0442|\u043f\u043e\u043b\u043d\w*\s+\u0430\u043d\u0430\u043b\u0438\u0437\s+(?:\u043a\u043e\u043c\u043f\u0430\u043d|\u0431\u0438\u0437\u043d\u0435\u0441|\u0434\u0435\u044f\u0442\u0435\u043b)|\u0441\u0432\u043e\u0434\u043d\w*\s+\u0430\u043d\u0430\u043b\u0438\u0437\s+(?:\u043a\u043e\u043c\u043f\u0430\u043d|\u0431\u0438\u0437\u043d\u0435\u0441|\u0434\u0435\u044f\u0442\u0435\u043b)|\u043a\u0430\u043a\s+\u0442\u044b\s+\u043e\u0446\u0435\u043d(?:\u0438\u0448\u044c|\u0438)\s+\u0434\u0435\u044f\u0442\u0435\u043b\u044c\u043d\u043e\u0441\u0442|\u043a\u043e\u043c\u043f\u0430\u043d(?:\u0438\u0438|\u0438\u044e|\u0438\u044f)\s+\u0432\s+\u0446\u0435\u043b\u043e\u043c|company\s+(?:analysis|overview)|business\s+(?:overview|audit)|llm[-\s]?audit|бизнес[-\s]?обзор|бизнес[-\s]?аудит)/iu.test(normalized)
+  ) {
+    return {
+      family: "broad_business_evaluation"
+    };
+  }
   if (
     /(?:как\s+ты\s+оценишь\s+деятельност[ьи]\s+компан|оценк[аи]?\s+деятельност[ьи]\s+компан|оцени\s+(?:компан|бизнес|деятельност)|(?:полный|сводный|нормальн\w*|взросл\w*)\s+анализ\s+(?:компан|бизнес|деятельност)|проанализируй\s+(?:компан|бизнес|деятельност)|(?:что\s+думаешь|какое\s+мнение)\s+(?:о|по)\s+(?:компан|бизнес)|(?:llm[-\s]?)?аудит\s+(?:компан|бизнес)|что\s+у\s+нас\s+вообще\s+происход|где\s+главн(?:ые|ый)\s+риски|как\s+у\s+нас\s+дела\s+по\s+компан)/iu.test(
       normalized
@@ -232,7 +239,7 @@ export function createAssistantTurnMeaningPolicy(deps = {}) {
       asked_domain_family: askedDomainFamily,
       asked_action_family: askedActionFamily,
       explicit_intent_candidate: explicitIntentCandidate,
-      explicit_entity_candidates: buildEntityCandidates(counterpartyTurnover),
+      explicit_entity_candidates: broadBusinessEvaluation?.family ? [] : buildEntityCandidates(counterpartyTurnover),
       meaning_confidence: broadBusinessEvaluation?.family
         ? "medium"
         : supportedIntent?.confidence ?? (counterpartyTurnover?.family ? "medium" : "low"),