Classify six SR007 companies and exclude projected revenue and client assets

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, 1212);
+  assert.equal(research.companies.length, 1218);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4722);
-  assert.equal(research.observations.length, 457);
+  assert.equal(research.evidence.length, 4742);
+  assert.equal(research.observations.length, 463);
   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

@@ -123,9 +123,9 @@ 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, 1212);
-    assert.equal(initial.evidence.length, 4722);
-    assert.equal(initial.observations.length, 457);
+    assert.equal(initial.companies.length, 1218);
+    assert.equal(initial.evidence.length, 4742);
+    assert.equal(initial.observations.length, 463);
     const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
     assert.equal(businessReviews.length, 4);
     assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
@@ -169,7 +169,7 @@ 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, 223);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 226);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -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), 1212);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1218);
   assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
   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), 1133);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1139);
   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"));
@@ -229,8 +229,8 @@ 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, 197);
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 203);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27);
   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/);
@@ -510,6 +510,19 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
   assert.ok(followup.every((item) => ["excluded", "adoption"].includes(item.selection) && !item.metric && !item.observedAt));
   assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F2-")),
     "contracted ARR and pipeline are not live ARR disclosures");
+  const thirdFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F3-"));
+  assert.equal(thirdFollowup.length, 6);
+  assert.equal(thirdFollowup.filter((item) => item.selection === "excluded").length, 3);
+  assert.equal(thirdFollowup.filter((item) => item.selection === "adoption").length, 3);
+  assert.ok(thirdFollowup.every((item) => !item.metric && !item.observedAt));
+  assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F3-")),
+    "projected ARR, connected customer assets and prospective contracts are not realized ARR");
+  assert.equal(snapshot.companies.find((item) => item.id === "AI121")!.cat, "C02",
+    "training data and environments are infrastructure rather than demonstrated foundation models");
+  const embrasure = snapshot.companies.find((item) => item.id === "AI122")!;
+  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");
 });
 
 test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -539,7 +552,7 @@ 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, 177);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 171);
 });
 
 test("product pivots and founder histories do not become new company years or current revenue", () => {