Complete industry tag review and distinguish service revenue run rates

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, 2191);
-  assert.equal(research.observations.length, 304);
+  assert.equal(research.evidence.length, 2235);
+  assert.equal(research.observations.length, 314);
   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, 2191);
-    assert.equal(initial.observations.length, 304);
+    assert.equal(initial.evidence.length, 2235);
+    assert.equal(initial.observations.length, 314);
     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, 138);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 140);
   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")!;
@@ -86,10 +86,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat
   const snapshot = seed as ResearchSnapshot;
   const summary = categorySummary(snapshot);
   assert.equal(summary.reduce((n, c) => n + c.count, 0), 1051);
-  assert.equal(summary.reduce((n, c) => n + c.self, 0), 48);
+  assert.equal(summary.reduce((n, c) => n + c.self, 0), 49);
   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), 982);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 981);
   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"));
@@ -99,9 +99,32 @@ test("disclosure counts exclude client income, biographies, targets and duplicat
   assert.ok(arena.metric !== "mrr" && arena.metric !== "arr", "a two-week cumulative figure cannot become MRR or ARR");
 });
 
+test("service run rates, legacy freight revenue and paid adoption do not become platform ARR", () => {
+  const snapshot = seed as ResearchSnapshot;
+  const runRate = snapshot.observations.find((o) => o.id === "INDUSTRY11-O-LOCKE-RUNRATE")!;
+  assert.equal(runRate.metric, "annualized-revenue");
+  assert.equal(runRate.selection, "historical");
+  assert.equal(runRate.observedAt, undefined);
+  assert.equal(runRate.comparisonGroup, null);
+  assert.equal(snapshot.companies.find((c) => c.id === "YC33283")?.revenueStatus, "self");
+  for (const id of ["TRUEMILE-OLD-REV", "VELTHA-DEMO", "LANTERN-OLD-REV"]) {
+    const observation = snapshot.observations.find((o) => o.id === `INDUSTRY11-O-${id}`)!;
+    assert.equal(observation.selection, "excluded");
+    assert.equal(observation.metric, undefined);
+    assert.equal(observation.comparisonGroup, null);
+  }
+  for (const [id, company] of [["VERDANT-DEPLOY", "YC32189"], ["SUTRIX-PAID", "YC36576"]]) {
+    const observation = snapshot.observations.find((o) => o.id === `INDUSTRY11-O-${id}`)!;
+    assert.equal(observation.selection, "adoption");
+    assert.equal(observation.metric, undefined);
+    assert.equal(snapshot.companies.find((c) => c.id === company)?.revenueStatus, "unknown");
+  }
+  assert.ok(platformIncomeSample(snapshot, { windowDays: 90 }).points.every((point) => !point.observation.id.startsWith("INDUSTRY11-")));
+});
+
 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, 64);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 65);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-industry-10",
+  "version": "2026-10-31-industry-11",
   "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36条深化并保留发现来源；本快照基础项612条主营人工复核。原C07主营规则池184项已读：135保留、49迁移；原C07标签池68项中的40项已读：24保留、16迁移，余28项。Litmus历史6万ARR留缺不入同期比较；LogosGuard个人/企业数据流和Control Seat现硬件维护/旧集成分开。Inth产品代码审核及收费、Axial现内核/旧制造、FinalDoseAI实际作用与临床证据均按范围记录。客户节省、专利支出、前机构资产及旧收入排除。C05原主营规则89项成果待另一分支整合；其他基础资料、全部公开来源及财务/技术缺项继续保留。",
+      "nextCheck": "原新增目录37条深化并保留发现来源；本快照基础项639条主营人工复核。原C07主营规则池184项已读：135保留、49迁移；原C07标签池68项全部已读：39保留、29迁移。合计252项主营复核，不等所有公司财务/技术已核。Locke历史超过50万年化收入运行率不是ARR；Donkey/TrueMile贸易与运输、保险经纪和TPA服务不当同质SaaS。Veltha官网/TPA定位、Mount与AGI Deploy、TrueMile家族业务沿革、AGI官网缺项保留。付费采用不推收入，客户资产、旧公司及演示金额排除。C05原主营规则89项成果待另一分支整合；其他基础资料、全部公开来源及财务/技术缺项仍需继续核对。",
       "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": "2026-10-31-industry-10",
+  "sourceVersion": "2026-10-31-industry-11",
   "asOf": "2026-10-31",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",