Distinguish live ARR, contracted demand and professional service run rates

This commit is contained in:
2026-11-01 01:09:45 +08:00
parent 76aa80fedc
commit 34f7cae0fe
5 changed files with 676 additions and 47 deletions
+3 -3
View File
@@ -182,10 +182,10 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1227);
assert.equal(research.companies.length, 1232);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4777);
assert.equal(research.observations.length, 469);
assert.equal(research.evidence.length, 4797);
assert.equal(research.observations.length, 475);
assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
assert.equal(researchPage.status, 200);
+27 -12
View File
@@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1227);
assert.equal(initial.evidence.length, 4777);
assert.equal(initial.observations.length, 469);
assert.equal(initial.companies.length, 1232);
assert.equal(initial.evidence.length, 4797);
assert.equal(initial.observations.length, 475);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 5);
assert.equal(businessReviews.length, 6);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
.sort((a, b) => a.id.localeCompare(b.id)),
"business model assessments and company/evidence links persist in the shared database");
@@ -169,9 +169,9 @@ test("research validation rejects broken evidence and unsafe source links", () =
test("reviews link explicit companies without turning global or excluded cases into companies", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 231);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 234);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 52);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1227);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 60);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1232);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 62);
assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1146);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1149);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
test("technical reviews keep accessible materials separate from tested capabilities", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 212);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 217);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -523,7 +523,7 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
assert.equal(embrasure.technicalReview!.level, "public-artifact");
assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"),
"the public connector supports artifact availability, not independently reproduced warehouse performance");
for (const name of ["KIRA", "Leonidas", "Mecone"]) {
for (const name of ["KIRA", "Leonidas", "Mecone", "PhotonSpear"]) {
const candidate = batch.records.find((row) => row.name === name)!;
assert.equal(candidate.status, "pending-ai",
"serving AI customers or using software controls is not evidence of an AI business");
@@ -552,6 +552,21 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
const voiceUsers = snapshot.observations.find((item) => item.id === "SR007F5-O-OPENWHISPR-DAU")!;
assert.equal(voiceUsers.selection, "adoption", "daily active users are not paying subscribers");
assert.equal(voiceUsers.metric, undefined);
const salesLive = snapshot.observations.find((item) => item.id === "SR007F6-O-OTHELLO-LIVE")!;
assert.equal(salesLive.metric, "arr");
assert.equal(salesLive.value, 600000, "live ARR must not include contracted ARR or pipeline");
for (const suffix of ["CONTRACT", "PIPELINE"]) {
const prospective = snapshot.observations.find((item) => item.id === `SR007F6-O-OTHELLO-${suffix}`)!;
assert.equal(prospective.selection, "excluded");
assert.equal(prospective.metric, undefined);
}
const professionalService = snapshot.observations.find((item) => item.id === "SR007F6-O-PARCA-RUNRATE")!;
assert.equal(professionalService.metric, "annualized-revenue");
assert.equal(professionalService.selection, "historical");
assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id === professionalService.id),
"annualized professional-service revenue is not recurring subscription ARR");
assert.equal(snapshot.companies.find((item) => item.id === "AI137")!.technicalReview!.level, "description",
"a preliminary external ranking with unresolved methodology is not complete independent verification");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -581,7 +596,7 @@ test("unreconciled directory financials remain source reviews instead of income
assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
assert.equal(reviewCompanyIds(snapshot, review).length, 0);
assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 159);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 153);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {