Review remaining robotics classifications and pilot contract boundaries

apps/docs/scripts/auth-cli.ts

@@ -184,8 +184,8 @@ async function main() {
   const research = await researchResponse.json();
   assert.equal(research.companies.length, 1051);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1711);
-  assert.equal(research.observations.length, 230);
+  assert.equal(research.evidence.length, 1760);
+  assert.equal(research.observations.length, 231);
   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

@@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l
     assert.equal(consumeCode(config, "invalid"), "limited");
     const initial = readResearchSnapshot();
     assert.equal(initial.companies.length, 1051);
-    assert.equal(initial.evidence.length, 1711);
-    assert.equal(initial.observations.length, 230);
+    assert.equal(initial.evidence.length, 1760);
+    assert.equal(initial.observations.length, 231);
     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");
@@ -64,7 +64,7 @@ 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, 105);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 107);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -101,7 +101,7 @@ 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, 52);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 53);
   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");
@@ -144,6 +144,12 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", (
   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 fishPilot = snapshot.observations.find((o) => o.id === "OCTAPULSE-O-CONTRACT")!;
+  assert.equal(fishPilot.selection, "excluded", "a paid pilot or annual contract does not establish recognized recurring revenue");
+  assert.equal(snapshot.companies.find((c) => c.id === fishPilot.company)?.revenueStatus, "unknown");
+  assert.equal(fishPilot.comparisonGroup, null);
+  assert.notEqual(fishPilot.unit, "USD", "six-figure wording does not establish the currency");
+  assert.ok(!fishPilot.metric && !fishPilot.observedAt, "the publication date is not the financial reporting date");
   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");

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-42",
+  "version": "2026-10-30-43",
   "scopeConfirmedAt": "2026-10-30",
   "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
   "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。",
@@ -15,7 +15,7 @@
       ],
       "initialAccess": "官网目录可访问",
       "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。",
-      "nextCheck": "原新增目录中25条深化为个案并保留来源；当前基础项293条主营分类人工复核。此前52项C02及本轮40项C04规则初分均人工复核；本轮31项保留、9项按训练数据/模型优化/通信运行设施/专业应用/增长任务移类。Nimbic官网补产品，Polymorph具体交付仍缺；Mesmer/Armature服务与软件分开，旧产品、前雇主业绩及演示财务排除。继续核其他规则分类及全部主体、技术、合同与财务，不把人工主营复核当来源全量或完整尽调完成。",
+      "nextCheck": "原新增目录中26条深化为个案并保留来源；当前基础项330条主营分类人工复核。此前C02/C04及本轮38项C10规则初分均有主营人工复核；本轮27项保留、11项按模型/数据/评测/专业软件及现场服务移类，6官网正文与4访问缺项分开。OctaPulse六位数合同/试点不当已确认收入或ARR，原型/预售/2027部署与交货分开；AI-ready测试仪器及Mantle现场服务的AI核心性待补证。继续核其他规则分类及全部主体、技术、交付和财务，不把主营复核当完整来源覆盖。",
       "limitation": "批次不等于成立年；不代表全部公司"
     },
     {

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-software-classification-1",
+  "sourceVersion": "2026-10-30-robotics-remainder-1",
   "asOf": "2026-10-30",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",