Review fourth uncertain AI cohort and separate managed services from transaction flows

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, 1090);
-    assert.equal(initial.evidence.length, 2901);
-    assert.equal(initial.observations.length, 388);
+    assert.equal(initial.companies.length, 1102);
+    assert.equal(initial.evidence.length, 2973);
+    assert.equal(initial.observations.length, 395);
     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, 179);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 15);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 182);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 16);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
   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), 1090);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1102);
   assert.equal(summary.reduce((n, c) => n + c.self, 0), 53);
   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), 1016);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1028);
   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"));
@@ -124,8 +124,8 @@ 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, 93);
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 20);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 98);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 21);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
   assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/);
@@ -550,6 +550,34 @@ test("the third uncertain cohort retains shutdowns, unknown scale and mixed data
   assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR3-")));
 });
 
+test("the fourth uncertain cohort distinguishes product pivots, managed labor and pass-through money", () => {
+  const snapshot = seed as ResearchSnapshot;
+  const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-AI-UNCLEAR-4")!;
+  const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(72, 96);
+  assert.equal(batch.complete, false);
+  assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source));
+  assert.equal(batch.records.filter((r) => r.status === "linked").length, 13);
+  assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 11);
+  assert.equal(batch.records.find((r) => r.name === "Orthogonal")!.companyId, "AI036");
+  assert.equal(snapshot.companies.filter((c) => c.url.endsWith("/companies/orthogonal")).length, 1);
+  const fern = snapshot.companies.find((c) => c.id === "YC31152")!;
+  assert.equal(fern.cat, "C02");
+  assert.match(fern.notes, /会议/);
+  const mocha = snapshot.companies.find((c) => c.id === "YC31269")!;
+  assert.equal(mocha.year, 2026);
+  assert.match(mocha.businessModel!, /人工/);
+  assert.match(mocha.price, /Platform.*Managed/);
+  assert.match(mocha.notes, /Coming soon/);
+  const figures = snapshot.observations.filter((o) => o.id.startsWith("UNCLEAR4-"));
+  assert.equal(figures.length, 7);
+  assert.ok(figures.every((o) => ["excluded", "adoption"].includes(o.selection) && !o.metric && o.comparisonGroup === null));
+  for (const suffix of ["LAURENCE-ADSPEND", "EKPA-CONNECTED-ASSETS", "REGBASE-CLIENT-GRANTS", "MOCHA-FUNDING"]) {
+    assert.equal(figures.find((o) => o.id.endsWith(suffix))!.selection, "excluded");
+  }
+  assert.equal(snapshot.companies.find((c) => c.id === "YC31199")!.technicalReview!.level, "public-artifact");
+  assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR4-")));
+});
+
 test("Chinese discovery entries preserve unread articles and use separate primary evidence", () => {
   const snapshot = structuredClone(seed) as ResearchSnapshot;
   const batch = snapshot.candidateBatches!.find((b) => b.id === "JQ-2026-targeted-1")!;