新增支付平台收入样本与分布分析

apps/docs/src/components/AICompanyResearch.tsx

@@ -1,13 +1,14 @@
 import { useEffect, useMemo, useRef, useState } from "react";
+import IncomeDistribution from "./IncomeDistribution";
 import {
   categorySummary, evidenceUrl, type ResearchEvidence, type ResearchSnapshot,
 } from "@/lib/ai-research";
 
 const pageSize = 12;
 const evidencePageSize = 30;
-const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", unknown: "暂无可用收入数字" };
+const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", platform: "仅支付平台记录", unknown: "暂无可用收入数字" };
 const useLabels: Record<string, string> = {
-  signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑",
+  platform: "支付平台记录", signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑",
   "historical-estimate": "其他时点估算", excluded: "排除收入比较", scale: "团队规模", adoption: "采用规模",
   funding: "融资", crosscheck: "同一里程碑的其他资料",
 };
@@ -70,7 +71,8 @@ export default function AICompanyResearch() {
   const categories = new Map(data.categories.map((c) => [c.id, c]));
   const selectedCompany = data.companies.find((c) => c.id === selected);
   const observed = data.observations.filter((o) => ["signal", "estimate"].includes(o.selection));
-  const revenueCompanies = new Set(observed.map((o) => o.company)).size;
+  const disclosedCompanies = new Set(observed.map((o) => o.company)).size;
+  const revenueCompanies = new Set(data.observations.filter((o) => ["signal", "estimate", "platform"].includes(o.selection)).map((o) => o.company)).size;
   const selectedObservations = data.observations.filter((o) => o.company === selected);
   const selectedEvidenceIds = new Set([
     ...(selectedCompany?.evidenceIds ?? []), ...(selectedCompany?.pricingEvidence ? [selectedCompany.pricingEvidence] : []),
@@ -84,7 +86,7 @@ export default function AICompanyResearch() {
   return <div className="ai-research not-prose">
     <div className="research-meta"><span>资料截至 {data.asOf}</span><span>首批研究 · 持续补全</span></div>
     <div className="research-stats">
-      <div><strong>{data.companies.length}</strong><span>已收录公司</span></div>
+      <div><strong>{data.companies.length}</strong><span>公司/产品记录</span></div>
       <div><strong>{data.categories.length}</strong><span>业务类别</span></div>
       <div><strong>{revenueCompanies}</strong><span>找到收入信号的公司</span></div>
       <div><strong>{data.evidence.length}</strong><span>证据记录</span></div>
@@ -97,7 +99,7 @@ export default function AICompanyResearch() {
     </div>
     <section aria-labelledby="research-categories-title" className="research-section">
       <h2 id="research-categories-title">业务分类</h2><p className="research-muted">点击类别查看对应公司。数量反映本次采集覆盖，不是市场份额。</p>
-      <div className="research-categories">{summaries.map((c) => <button key={c.id} onClick={() => chooseCategory(c.id)} aria-label={`查看${c.name}的${c.count}家公司`}>
+      <div className="research-categories">{summaries.map((c) => <button key={c.id} onClick={() => chooseCategory(c.id)} aria-label={`查看${c.name}的${c.count}条记录`}>
         <div><span>{c.name}</span><strong>{c.count}</strong></div>
         <span className="research-bar" aria-hidden="true"><i style={{ width: `${c.count / Math.max(1, ...summaries.map((s) => s.count)) * 100}%` }} /></span>
         <small>{c.description}</small>
@@ -106,7 +108,7 @@ export default function AICompanyResearch() {
     <section ref={companySection} className="research-section" aria-labelledby="research-records-title">
       <h2 id="research-records-title">研究数据</h2>
       <div className="research-tabs" role="group" aria-label="研究数据视图">
-        {([['companies','公司数据'],['revenue','收入观测'],['sources','原始证据'],['reviews','核查记录']] as const).map(([id,label]) =>
+        {([['companies','公司与产品'],['revenue','收入观测'],['sources','原始证据'],['reviews','核查记录']] as const).map(([id,label]) =>
           <button key={id} aria-pressed={tab === id} onClick={() => setTab(id)}>{label}</button>)}
       </div>
       {tab === "companies" && <>
@@ -116,10 +118,10 @@ export default function AICompanyResearch() {
           <label>成立或发布<select value={cohort} onChange={(e) => { setCohort(e.target.value); setPage(0); }}><option value="">全部组别</option><option value="2025">2025 年成立</option><option value="2026">2026 年成立</option><option value="other">公开发布与转型对照</option></select></label>
           <label>资料深度<select value={depth} onChange={(e) => { setDepth(e.target.value); setPage(0); }}><option value="">全部资料</option><option value="case">原有个案研究</option><option value="profile">目录基础资料</option></select></label>
           <label>记录团队规模<select value={teamBand} onChange={(e) => { setTeamBand(e.target.value); setPage(0); }}><option value="">全部规模</option><option value="small">1—5 人</option><option value="medium">6—20 人</option><option value="large">21—50 人</option><option value="xl">至少 51 人</option><option value="unknown">未披露或分组不确定</option></select></label>
-          <label>收入资料<select value={income} onChange={(e) => { setIncome(e.target.value); setPage(0); }}><option value="">全部状态</option><option value="self">找到公司披露</option><option value="estimate">仅第三方估算</option><option value="unknown">暂无可用数字</option></select></label>
+          <label>收入资料<select value={income} onChange={(e) => { setIncome(e.target.value); setPage(0); }}><option value="">全部状态</option><option value="self">找到公司披露</option><option value="estimate">仅第三方估算</option><option value="platform">仅支付平台记录</option><option value="unknown">暂无可用数字</option></select></label>
         </div>
-        <div className="research-result-count" role="status">{filtered.length} 家匹配公司<button onClick={() => { setCategory(""); setQuery(""); setCohort(""); setIncome(""); setDepth(""); setTeamBand(""); setPage(0); }}>清除筛选</button></div>
-        <div className="research-table-wrap"><table><caption className="sr-only">公司分类与经营资料。选择公司名称查看指标和原始证据。</caption><thead><tr><th>公司 / 地区</th><th>业务与买家</th><th>成立 / 发布组别</th><th>团队规模</th><th>商业成熟度</th><th>收入资料</th></tr></thead><tbody>
+        <div className="research-result-count" role="status">{filtered.length} 条匹配记录<button onClick={() => { setCategory(""); setQuery(""); setCohort(""); setIncome(""); setDepth(""); setTeamBand(""); setPage(0); }}>清除筛选</button></div>
+        <div className="research-table-wrap"><table><caption className="sr-only">公司/产品分类与经营资料。选择名称查看指标和原始证据。</caption><thead><tr><th>公司或产品 / 地区</th><th>业务与买家</th><th>成立 / 发布组别</th><th>团队规模</th><th>商业成熟度</th><th>收入资料</th></tr></thead><tbody>
           {filtered.slice(page * pageSize, (page + 1) * pageSize).map((c) => <tr key={c.id} data-selected={selected === c.id || undefined}>
             <td><button className="research-company-name" aria-expanded={selected === c.id} aria-controls="research-company-detail" onClick={() => setSelected(c.id)}>{c.name}</button><small>{c.location ?? "地区未注明"}</small></td>
             <td><span className="research-tag">{categories.get(c.cat)?.name}</span>{c.profileOnly && <small>规则初分 · 待复核</small>}<p>{c.business}</p><small>买家：{c.buyer}</small></td>
@@ -130,22 +132,24 @@ export default function AICompanyResearch() {
         {filtered.length > pageSize && <nav className="research-pagination" aria-label="公司数据分页"><button disabled={page === 0} onClick={() => setPage((n) => n - 1)}>上一页</button><span>{page + 1} / {Math.ceil(filtered.length / pageSize)}</span><button disabled={(page + 1) * pageSize >= filtered.length} onClick={() => setPage((n) => n + 1)}>下一页</button></nav>}
       </>}
       {tab === "revenue" && <>
-        <p className="research-notice">目前找到 {revenueCompanies} 家公司的收入信号。大多是缺少日历时点的历史里程碑，且 ARR 与年化收入尚未统一。领域均值和离散度暂不计算。</p>
+        <IncomeDistribution data={data} onSelect={setSelected} />
+        <h3>公司披露与估算的历史里程碑</h3>
+        <p className="research-notice">这一组包含 {disclosedCompanies} 家公司的披露或估算信号，多为异时点历史里程碑，ARR 与年化收入口径仍待核对，暂不计算其同期领域均值。上面的平台MRR统计与这一组分开。</p>
         <div className="research-revenue-chart" aria-label="不同时间的公开收入里程碑，线性长度，非同行排名">{observed.map((o) => <div key={o.id}>
           <div><button onClick={() => setSelected(o.company)}>{o.name}</button><strong>{o.bound !== "=" && o.bound}{money(o.value, o.unit)}</strong></div>
           <span className="research-bar" data-estimate={o.selection === "estimate" || undefined} aria-hidden="true"><i style={{width: `${o.value / Math.max(...observed.map((v) => v.value)) * 100}%`}} /></span>
           <small>{o.kind} · {useLabels[o.selection]} · {o.timing}</small>
         </div>)}</div>
-        <div className="research-table-wrap"><table><caption>当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组</caption><thead><tr><th>业务分类</th><th>公司披露数</th><th>仅估算数</th><th>暂无可用数字</th><th>同期均值 / 离散度</th></tr></thead><tbody>{summaries.map((c) => <tr key={c.id}><td><button onClick={() => chooseCategory(c.id)}>{c.name}</button></td><td>{c.self}</td><td>{c.estimate}</td><td>{c.unknown}</td><td>条件不足</td></tr>)}</tbody></table></div>
+        <div className="research-table-wrap"><table><caption>当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组</caption><thead><tr><th>业务分类</th><th>公司披露数</th><th>仅估算数</th><th>仅平台数</th><th>暂无可用数字</th><th>同期均值 / 离散度</th></tr></thead><tbody>{summaries.map((c) => <tr key={c.id}><td><button onClick={() => chooseCategory(c.id)}>{c.name}</button></td><td>{c.self}</td><td>{c.estimate}</td><td>{c.platform}</td><td>{c.unknown}</td><td>条件不足</td></tr>)}</tbody></table></div>
         <p className="research-muted">离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。</p>
       </>}
       {tab === "sources" && <><p className="research-muted">来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。</p><ul className="research-evidence-list">{data.evidence.slice(sourcePage * evidencePageSize, (sourcePage + 1) * evidencePageSize).map((e) => <Evidence key={e.id} item={e} />)}</ul>{data.evidence.length > evidencePageSize && <nav className="research-pagination" aria-label="原始证据分页"><button disabled={sourcePage === 0} onClick={() => setSourcePage((n) => n - 1)}>上一页</button><span>{sourcePage + 1} / {Math.ceil(data.evidence.length / evidencePageSize)}</span><button disabled={(sourcePage + 1) * evidencePageSize >= data.evidence.length} onClick={() => setSourcePage((n) => n + 1)}>下一页</button></nav>}</>}
       {tab === "reviews" && <ul className="research-review-list">{data.reviews.map((r) => <li key={r.id}><span className="research-tag">{r.type}</span><h3>{r.company}</h3><p>{r.summary}</p><p>{r.handling}</p><div>{r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? <External key={id} url={e.url}>{id}</External> : null; })}</div></li>)}</ul>}
     </section>
-    {selectedCompany && <section id="research-company-detail" ref={detailSection} tabIndex={-1} className="research-detail research-section" aria-label={`${selectedCompany.name}公司明细`}>
+    {selectedCompany && <section id="research-company-detail" ref={detailSection} tabIndex={-1} className="research-detail research-section" aria-label={`${selectedCompany.name}资料明细`}>
       <div className="research-detail-heading"><h2>{selectedCompany.name}</h2><button onClick={() => setSelected(null)} aria-label="关闭公司明细">关闭</button></div>
-      <p><External url={selectedCompany.url}>公司资料入口</External>　{selectedCompany.extraUrl && <External url={selectedCompany.extraUrl}>额外核验入口</External>}</p>
-      <dl className="research-company-facts"><div><dt>主营业务</dt><dd>{selectedCompany.business}</dd></div><div><dt>样本组别</dt><dd>{selectedCompany.cohort}</dd></div><div><dt>买家</dt><dd>{selectedCompany.buyer}</dd></div><div><dt>收费方式</dt><dd>{selectedCompany.price}</dd></div><div><dt>交付证据</dt><dd>{selectedCompany.delivery}</dd></div><div><dt>团队口径</dt><dd>{selectedCompany.teamBasis ?? "本轮未核验人数"}</dd></div><div><dt>分类依据</dt><dd>{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}</dd></div><div><dt>技术水平</dt><dd>尚未独立测试，不据融资或收入作能力排名。</dd></div><div><dt>身份与限制</dt><dd>{selectedCompany.notes}</dd></div></dl>
+      <p><External url={selectedCompany.url}>资料入口</External>　{selectedCompany.extraUrl && <External url={selectedCompany.extraUrl}>额外核验入口</External>}</p>
+      <dl className="research-company-facts"><div><dt>主营业务</dt><dd>{selectedCompany.business}</dd></div><div><dt>样本组别</dt><dd>{selectedCompany.cohort}</dd></div><div><dt>买家</dt><dd>{selectedCompany.buyer}</dd></div><div><dt>收费/交付模式</dt><dd>{selectedCompany.businessModel ?? "待进一步核验"}</dd></div><div><dt>收费方式</dt><dd>{selectedCompany.price}</dd></div><div><dt>交付证据</dt><dd>{selectedCompany.delivery}</dd></div><div><dt>团队口径</dt><dd>{selectedCompany.teamBasis ?? "本轮未核验人数"}</dd></div><div><dt>分类依据</dt><dd>{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}</dd></div><div><dt>技术水平</dt><dd>尚未独立测试，不据融资或收入作能力排名。</dd></div><div><dt>观测主体</dt><dd>{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}</dd></div><div><dt>身份与限制</dt><dd>{selectedCompany.notes}</dd></div></dl>
       <h3>经营指标与排除记录</h3>
       {selectedObservations.length ? <div className="research-table-wrap"><table><thead><tr><th>指标 / 归属</th><th>原始数值</th><th>数据时点</th><th>用途及限制</th><th>证据</th></tr></thead><tbody>{selectedObservations.map((o) => <tr key={o.id}><td>{o.kind}<small>{o.scope}</small></td><td>{o.bound !== "=" && o.bound}{money(o.value,o.unit)}</td><td>{o.timing}</td><td>{useLabels[o.selection] ?? o.selection}<small>{o.reason}</small></td><td><a href={`#detail-evidence-${o.evidence}`}>{o.evidence}</a></td></tr>)}</tbody></table></div> : <p>本轮尚未找到可记录的量化经营指标。收入保持未知。</p>}
       <h3>原始证据</h3><ul className="research-evidence-list">{selectedEvidence.map((e) => <Evidence key={e.id} prefix="detail-evidence" item={e} />)}</ul>