Research 2025 Speedrun companies and separate pilot and client revenue

apps/docs/scripts/auth-cli.ts

@@ -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, 1039);
+  assert.equal(research.companies.length, 1047);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1531);
-  assert.equal(research.observations.length, 207);
+  assert.equal(research.evidence.length, 1548);
+  assert.equal(research.observations.length, 219);
   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);

apps/docs/tests/research.test.ts

@@ -23,9 +23,9 @@ 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, 1039);
-    assert.equal(initial.evidence.length, 1531);
-    assert.equal(initial.observations.length, 207);
+    assert.equal(initial.companies.length, 1047);
+    assert.equal(initial.evidence.length, 1548);
+    assert.equal(initial.observations.length, 219);
     assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
     assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
     assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
@@ -64,8 +64,8 @@ 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, 87);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 95);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 11);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 41);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
   assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -85,11 +85,11 @@ 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), 1039);
-  assert.equal(summary.reduce((n, c) => n + c.self, 0), 33);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1047);
+  assert.equal(summary.reduce((n, c) => n + c.self, 0), 37);
   assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
   assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 988);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 992);
   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"));
@@ -97,7 +97,7 @@ test("disclosure counts exclude client income, biographies, targets and duplicat
 
 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, 39);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 47);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 8);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -137,6 +137,19 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", (
   assert.equal(snapshot.companies.find((c) => c.id === "AI070")?.revenueStatus, "unknown");
   assert.equal(snapshot.observations.filter((o) => o.company === "AI070").length, 0,
     "unreadable announcement summaries do not become numeric ARR");
+  const waitlist = snapshot.observations.find((o) => o.id === "SR25-O-OMI-WAITLIST")!;
+  assert.equal(waitlist.selection, "excluded", "waitlist conversions are not paid recurring revenue");
+  assert.equal(snapshot.companies.find((c) => c.id === waitlist.company)?.revenueStatus, "unknown");
+  const cedar = snapshot.observations.filter((o) => o.company === "AI102");
+  assert.ok(cedar.every((o) => o.selection !== "signal" && o.comparisonGroup === null),
+    "closed and contracted amounts without recognition or period do not establish ARR");
+  assert.equal(snapshot.observations.find((o) => o.id === "SR25-O-LOOPS-CUSTOMER-SALES")?.selection, "excluded");
+  const portfolio = snapshot.observations.filter((o) => o.company === "AI100");
+  assert.deepEqual(portfolio.filter((o) => o.selection === "signal").map((o) => o.id), ["SR25-O-DRS-PORTFOLIO"],
+    "a product milestone must not be added to its company portfolio as another company");
+  assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR25-O-")).every((o) =>
+    o.unit !== "USD" && !o.metric && !o.observedAt && o.comparisonGroup === null),
+  "access dates and dollar symbols must not invent dated USD income samples");
 });
 
 // Retractions and forecasts must stay visible for review without becoming revenue signals.