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Keep webpage maintenance dates out of ARR financial cutoffs

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Codex Bot
2026-11-01 00:06:41 +08:00
parent 5b31fa5b77
commit ea31287924
5 changed files with 137 additions and 23 deletions
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apps/docs/scripts/auth-cli.ts
+1 -1
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@@ -184,7 +184,7 @@ async function main() {
const research = await researchResponse.json();
assert.equal(research.companies.length, 1199);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4667);
assert.equal(research.evidence.length, 4673);
assert.equal(research.observations.length, 453);
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 });
apps/docs/tests/research.test.ts
+5 -4
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@@ -124,7 +124,7 @@ 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, 1199);
assert.equal(initial.evidence.length, 4667);
assert.equal(initial.evidence.length, 4673);
assert.equal(initial.observations.length, 453);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 4);
@@ -169,8 +169,8 @@ 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, 214);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 143);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 216);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 144);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 46);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -712,7 +712,8 @@ test("the fifth uncertain cohort separates dated ARR, service run rates, booking
assert.equal(figures.length, 18);
const dated = figures.find((o) => o.id.endsWith("TRELLIS-ARR-AUG"))!;
assert.equal(dated.metric, "arr");
assert.equal(dated.observedAt, "2026-08-24");
assert.equal(dated.observedAt, undefined, "a page maintenance date is not a financial cutoff");
assert.ok(arrFieldGaps(dated, snapshot.asOf).includes("date"));
assert.equal(dated.bound, "≥");
assert.equal(figures.find((o) => o.id.endsWith("INSTA-RUNRATE"))!.metric, "annualized-revenue");
assert.equal(figures.find((o) => o.id.endsWith("INSTA-LAUNCH-ARR"))!.metric, "arr");
content/research/ai-companies.seed.json
+126 -13
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-business-models-1",
"version": "2026-11-01-arr-time-basis-1",
"asOf": "2026-10-31",
"scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。",
"limitations": [
@@ -1529,7 +1529,9 @@
"ARRCHECK2-BASE-PRICE",
"ARRCHECK2-BASE-TERMS",
"SACRA1-BASE-SACRA",
"SACRA1-BASE-SEC"
"SACRA1-BASE-SEC",
"TIME1-BASE-Q4-TIME",
"TIME1-BASE-Q1-TIME"
],
"revenueStatus": "self",
"pricingEvidence": "ARRCHECK2-BASE-PRICE",
@@ -34128,8 +34130,8 @@
"location": null,
"business": "用Agent执行客人消息、清洁维护、任务及业主报告等物业运营。",
"buyer": "短租及度假屋管理公司",
"delivery": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。",
"notes": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。 法律主体、确认收入、合同与独立技术效果仍待核。",
"delivery": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网标更新2026-08-24、未注明业务截至日的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。",
"notes": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网标更新2026-08-24、未注明业务截至日的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。 法律主体、确认收入、合同与独立技术效果仍待核。",
"cohort": "公司官网自述2026-02成立，YC字段2026；独立注册待核",
"teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给",
"price": "官网原文$749.99/月起，按房源另报价，一次性white-glove上线费另计；实际合同未知",
@@ -34140,7 +34142,8 @@
"UNCLEAR5-31372-LAUNCH1",
"UNCLEAR5-31372-HOME",
"UNCLEAR5-31372-PRICE",
"UNCLEAR5-31372-FACTS"
"UNCLEAR5-31372-FACTS",
"TIME1-TRELLIS-TIME"
],
"revenueStatus": "self",
"extraUrl": "https://trellistech.com",
@@ -43998,15 +44001,14 @@
"kind": "公司事实页ARR自述",
"value": 600000,
"unit": "原文$，币种待核",
"timing": "页面更新2026-08-24",
"timing": "网页标更新2026-08-24；精确财务截至日未注明",
"scope": "公司自述物业软件业务，实施费是否剔除未核",
"selection": "historical",
"reason": "不把报价/一次性上线混作ARR，独立账单及经常性需核 observedAt沿用页面更新时间，不代表财务截止日已核。",
"reason": "更新日仅属页面元数据，不能代财务截至日；保留原金额/下界与未知币种，实施费剔除、独立账单及经常性定义仍需核。",
"evidence": "UNCLEAR5-31372-FACTS",
"bound": "≥",
"comparisonGroup": null,
"metric": "arr",
"observedAt": "2026-08-24"
"metric": "arr"
},
{
"id": "UNCLEAR5-O-TRELLIS-YC-CUSTOMERS",
@@ -44045,10 +44047,10 @@
"kind": "客户/房源采用自述",
"value": 45,
"unit": "公司",
"timing": "2026-08-24",
"timing": "网页标更新2026-08-24；采用规模截至日未注明",
"scope": "物业运营采用，不是独立付费订阅",
"selection": "adoption",
"reason": "按来源时点分别保存，不相加或反推ARPA/收入",
"reason": "保留各来源原值，不将页面更新日当业务统计日；客户/房源不相加或反推付费分母/ARPA/收入。",
"evidence": "UNCLEAR5-31372-FACTS",
"bound": "≥",
"comparisonGroup": null
@@ -44060,10 +44062,10 @@
"kind": "客户/房源采用自述",
"value": 4000,
"unit": "房源",
"timing": "2026-08-24",
"timing": "网页标更新2026-08-24；采用规模截至日未注明",
"scope": "物业运营采用，不是独立付费订阅",
"selection": "adoption",
"reason": "按来源时点分别保存，不相加或反推ARPA/收入",
"reason": "保留各来源原值，不将页面更新日当业务统计日；客户/房源不相加或反推付费分母/ARPA/收入。",
"evidence": "UNCLEAR5-31372-FACTS",
"bound": "≥",
"comparisonGroup": null
@@ -96191,6 +96193,72 @@
"kind": "公司原始资料/公开代码许可与主体沿革补核",
"summary": "隐私正文以EZsite及ezsite.ai为服务定义，提供美国数据处理描述，页首仍显示产品介绍。",
"limitation": "隐私生效日不等成立；未提供可独立核验的完整注册信息，不把处理地点当办公室。多个页面的价格片段不替当前完整套餐/合同。"
},
{
"id": "TIME1-TRELLIS-TIME",
"companyId": "YC31372",
"title": "Trellis网页更新日与财务截至日重新核对",
"url": "https://www.trellistech.com/ai-info",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "页面标Last updated August24,2026，另列ARR原$600K+、45+客户及4000+房源，没有说明这些经营指标的精确截至日。",
"limitation": "更新日仅作为页面元数据，不再填observedAt或当客户/房源统计日。保留金额/下界/原$与不同来源，实施费、付费分母及独立财务仍未核。"
},
{
"id": "TIME1-BASE-Q4-TIME",
"companyId": "AI056",
"title": "Base44一亿ARR的近期措辞",
"url": "https://www.wix.com/press-room/home/post/wix-reports-fourth-quarter-and-full-year-2025-results",
"publishedAt": "2026-03-04",
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "原公告称Base44 recently reached一亿ARR，没有给精确业务截至日；2025季度标题不代表该里程碑截至2025年末。",
"limitation": "只复核相关段落，不作全篇财务审阅；近期不能填公告日或季度末，不新增重复里程碑，集团财务不移作产品独立数据。"
},
{
"id": "TIME1-BASE-Q1-TIME",
"companyId": "AI056",
"title": "Base44五月ARR时间精度与集团季度末分开",
"url": "https://www.globenewswire.com/news-release/2026/05/13/3293644/0/en/Wix-Reports-First-Quarter-2026-Results.html",
"publishedAt": "2026-05-13",
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "Base44约1.5亿ARR写as of May；同公告另列Wix集团一季度末总ARR。",
"limitation": "月级业务时点保留，不猜月首/月末/公告日，也不借集团季度末给Base44补日期；金额近似及原观测身份保持，非新增财务点。"
},
{
"id": "TIME1-SACRA-ACCESS",
"companyId": null,
"title": "Sacra公开目录仍未取得公司行",
"url": "https://sacra.com/explore/companies/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "浏览工具仍只返回筛选外壳；普通公开HTTP请求同入口返回403，未取得公司结果行。",
"limitation": "保留可读/不可读的工具差异，不认全站无公司或已完整覆盖；不登录、绕过或探测私有接口。四个定向档案不能替目录全量。"
},
{
"id": "TIME1-PH25-PAGE2-ACCESS",
"companyId": null,
"title": "Product Hunt2025 All第二页可读范围",
"url": "https://www.producthunt.com/leaderboard/yearly/2025/all?page=2",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "浏览工具不能访问该公开第二页，普通HTTP返回403，无新增可核卡片。",
"limitation": "不是证明第二页为空或年度名单结束；首屏19张文字卡范围及发现快照保持，不尝试绕过访问控制。"
},
{
"id": "TIME1-PH26-PAGE2-ACCESS",
"companyId": null,
"title": "Product Hunt2026 All第二页可读范围",
"url": "https://www.producthunt.com/leaderboard/yearly/2026/all?page=2",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "经营时点及来源可读范围复核",
"summary": "浏览工具不能访问该公开第二页，普通HTTP返回403，无新增可核卡片。",
"limitation": "不是证明第二页为空或年度名单结束；原Featured/All各首屏19张文字卡范围不扩大，不擅认年度全量。"
}
],
"reviews": [
@@ -105063,6 +105131,51 @@
"SACRA1-GI-TERMS"
],
"handling": "待验证判断：只有客户任务的独立质量收益能覆盖训练、数据许可、推理和支持成本，自研模型才构成可评估的商业路线。我们的下一步应先建立任务基线和可重复评估，再核付费试点的预算/采购周期、数据权利、训练摊销和单位推理成本；技术代码、合作标志与融资都不能代付费需求。当前证据不足以比较此路线与订阅应用的财务回报。"
},
{
"id": "TIME1-R-TRELLIS",
"type": "网页更新日不代经营截至日",
"company": "Trellis",
"companyIds": [
"YC31372"
],
"scope": "companies",
"summary": "原600K+ ARR观测的observedAt误取页面更新日，已移除；采用规模也改为截至日未知，原金额/下界/币种与来源不变。",
"evidenceIds": [
"UNCLEAR5-31372-FACTS",
"TIME1-TRELLIS-TIME"
],
"handling": "页面事实的维护日不能证明每项指标结算日。ARR仍明确标签，但不能作为精确同日样本；不能从45+客户与600K+相除推出已核ARPA，需合同、收费/实施费边界及财务日。"
},
{
"id": "TIME1-R-BASE",
"type": "近期、月级与集团季度末不可混用",
"company": "Base44",
"companyIds": [
"AI056"
],
"scope": "companies",
"summary": "一亿ARR为近期，约1.5亿为as of May，均未给具体日；同公告Wix集团季度末指标不能为产品里程碑补日期。",
"evidenceIds": [
"E092",
"E093",
"TIME1-BASE-Q4-TIME",
"TIME1-BASE-Q1-TIME"
],
"handling": "保留原时长/月份和金额精度，不填虚构日、不重复收入。产品/集团与自述/审计边界继续区分，未取得同期可比样本，不因不同口径判财务造假。"
},
{
"id": "TIME1-R-ACCESS",
"type": "公开目录分页与访问限制",
"company": "Sacra / Product Hunt",
"scope": "dataset",
"summary": "2026-11-01重核Sacra目录和PH两年All第二页，浏览工具未取得名单，普通公开HTTP均403。",
"evidenceIds": [
"TIME1-SACRA-ACCESS",
"TIME1-PH25-PAGE2-ACCESS",
"TIME1-PH26-PAGE2-ACCESS"
],
"handling": "不能把工具不可读认作名单结束；现有有限批次保留，来源全量覆盖未证。研究统计截至仍2026-10-31，本次仅后续核对历史资料/访问范围，不追加截止日后的经营数字。"
}
],
"coverage": {
content/research/ai-companies.sources.json
+4 -4
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@@ -1,5 +1,5 @@
{
"version": "2026-10-31-business-models-1",
"version": "2026-11-01-arr-time-basis-1",
"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。",
@@ -2810,7 +2810,7 @@
"producthunt.com"
],
"initialAccess": "官网可读取",
"boundary": "已登记2025/2026 Featured及两年All入口各19张文字卡，共76个发现位置，含重复产品/集团旧业务/推广，非76家独立新公司或全年全量。Featured原38卡当前5关联、2范围外对照、26范围外、3年份待核、2推广；2025 All当前1关联（Ada/ChartGen）、14范围外、3年份待核、1推广；2026 All3关联位置、2范围外对照、7范围外、6年份待核、1推广。StoreClaw新增AI105；Ada/ChartGen据条款同名主体与ACRA2025注册新增AI107；Base44/Goldfish等复用公司。旧业务/更名不重置成立，Happycapy销售法人注册不证明全球新创业，Codity年份/创始人差异未消歧。四批原页面发现范围保留；未取得分页和仅图片位置仍缺，未新增收入观测。 DUIX补申请稿旧平台/股份转换、仓库重定向与现许可；EZsite补CEO/跨域嵌入、条款缓存和NewOaks旧业务，两候选当前签约/资产链仍缺，保持待核，不增公司或收入。",
"boundary": "已登记2025/2026 Featured及两年All入口各19张文字卡，共76个发现位置，含重复产品/集团旧业务/推广，非76家独立新公司或全年全量。Featured原38卡当前5关联、2范围外对照、26范围外、3年份待核、2推广；2025 All当前1关联（Ada/ChartGen）、14范围外、3年份待核、1推广；2026 All3关联位置、2范围外对照、7范围外、6年份待核、1推广。StoreClaw新增AI105；Ada/ChartGen据条款同名主体与ACRA2025注册新增AI107；Base44/Goldfish等复用公司。旧业务/更名不重置成立，Happycapy销售法人注册不证明全球新创业，Codity年份/创始人差异未消歧。四批原页面发现范围保留；未取得分页和仅图片位置仍缺，未新增收入观测。 DUIX补申请稿旧平台/股份转换、仓库重定向与现许可；EZsite补CEO/跨域嵌入、条款缓存和NewOaks旧业务，两候选当前签约/资产链仍缺，保持待核，不增公司或收入。 2026-11-01重核两年All第二页：浏览不可访问/普通公开HTTP403，无新增名单；不能据此认末页，四批有限范围保留。",
"nextCheck": "继续补两年其余分页/日期及仅图片位置；Fundraisly、Happycapy、MGX/Atoms、Duix、EZsite、Acti TypeX、Spira、Codity、PollyReach的未决主体/年份/旧业务链。保留Pazi、Zeta旧业务与年份冲突证据，不转移历史收入。Ada/ChartGen已核同名公司注册与品牌关联，仍缺业务资产沿革、实际办公/团队、当前价格/币种、付费/续费和推理/报告成本；StoreClaw实收与工具成本待核。有限首屏不替全年全量。 DUIX现海外签约登记及集团授权关系、云分钟/本地SDK模型许可；EZsite New Oaks LLC登记及NewOaks业务资产衔接、有效7/30日退款与终身/订阅合同优先补核。",
"limitation": "上线时间不等于成立时间",
"accessRecheckedAt": "2026-10-30"
@@ -2825,7 +2825,7 @@
"sacra.com"
],
"initialAccess": "官网可读取",
"boundary": "已用于定向估算及日期口径交叉核查；无全站公司名录读取台账。 本轮确认公开目录实际入口/explore/companies仅筛选外壳，另定向登记Gimlet/General Intuition/Peec/Base44四档案，非完整名单。General Intuition据公司自述2025及MIRA代码新增AI106；Gimlet投资方2023暂范围外，保留目录2023/2025及融资字段冲突；Peec/Base44复用既有公司和财务观测，无收入新增。",
"boundary": "已用于定向估算及日期口径交叉核查；无全站公司名录读取台账。 本轮确认公开目录实际入口/explore/companies仅筛选外壳，另定向登记Gimlet/General Intuition/Peec/Base44四档案，非完整名单。General Intuition据公司自述2025及MIRA代码新增AI106；Gimlet投资方2023暂范围外，保留目录2023/2025及融资字段冲突；Peec/Base44复用既有公司和财务观测，无收入新增。 2026-11-01目录再读仍筛选外壳，普通HTTP403，无目录结果行；未扩大定向四例覆盖。",
"nextCheck": "保留估算与公司披露差异，核实历史截至日。 继续取得公开目录结果/两年筛选边界与估算方法底表；General Intuition注册/Medal沿革及商业API合同、Gimlet原始登记和财务口径、Peec真实付费分母、Base44产品独立收入及集团定义/毛利实际值仍缺。不能据四例宣布全站覆盖。",
"limitation": "部分付费；不能把估算当审计数"
},
@@ -2984,7 +2984,7 @@
"status": "per-company",
"hosts": [],
"initialAccess": "按公司逐一核验",
"boundary": "公司官网和官方材料逐条绑定证据；不是可预先列尽的全站候选池。 定向新增企智芯与九昇智能的2025成立自述及交付资料，精确注册、实际客户与收入未核；两个官网不代表中文公司全集。 本轮复读Gojiberry/Floot/Nexor/Eloquent原始定价/条款/披露，补订阅扩展、AI与托管credit和支付净费边界；Eloquent/Floot旧ARR原$撤销USD推断，当前定价不倒推历史合同或币种。非所有公司官网全量核验。 补Peec/Base44原始定价/条款/API与监管附件ARR定义：有效订阅MRR年化不等独立审计收入，模型/额度成本和预测毛利分列；不新增收入数字。",
"boundary": "公司官网和官方材料逐条绑定证据；不是可预先列尽的全站候选池。 定向新增企智芯与九昇智能的2025成立自述及交付资料，精确注册、实际客户与收入未核；两个官网不代表中文公司全集。 本轮复读Gojiberry/Floot/Nexor/Eloquent原始定价/条款/披露，补订阅扩展、AI与托管credit和支付净费边界；Eloquent/Floot旧ARR原$撤销USD推断，当前定价不倒推历史合同或币种。非所有公司官网全量核验。 补Peec/Base44原始定价/条款/API与监管附件ARR定义：有效订阅MRR年化不等独立审计收入，模型/额度成本和预测毛利分列；不新增收入数字。 Trellis事实页更新日与财务/采用截至日重新分离，移除错误observedAt；Base44近期/月级原时点不填精确日。",
"nextCheck": "核定价、主体、交付与收入定义，自述与独立验证分开。",
"limitation": "自述不等于独立审计"
},
content/research/ai-income-analysis.json
+1 -1
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-business-models-1",
"sourceVersion": "2026-11-01-arr-time-basis-1",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",