增加按分类与成立年份浏览的 ARR 披露表

apps/docs/src/components/AICompanyResearch.tsx

@@ -1,6 +1,7 @@
 import { useEffect, useMemo, useRef, useState } from "react";
 import { useRouter } from "next/router";
 import IncomeDistribution from "./IncomeDistribution";
+import ArrDisclosures from "./ArrDisclosures";
 import {
   categorySummary, evidenceUrl, technicalReviewLabels, reviewCompanyIds, type ResearchEvidence, type ResearchReview, type ResearchSnapshot,
 } from "@/lib/ai-research";
@@ -154,6 +155,7 @@ export default function AICompanyResearch() {
       </>}
       {tab === "revenue" && <>
         <IncomeDistribution data={data} onSelect={setSelected} />
+        <ArrDisclosures data={data} onSelect={setSelected} />
         <h3>企业披露与估算的历史里程碑</h3>
         <p className="research-notice">这一组包含 {disclosedCompanies} 家公司的披露或估算信号；企业披露含公司或交易当事方公开材料，披露主体与审计状态见证据。多为异时点历史里程碑，期间收入不直接年化，ARR 与年化收入口径仍待核对，暂不计算其同期领域均值。币种未确认的记录仅显示原值，不绘制美元长度条。上面的平台MRR统计与这一组分开。</p>
         <div className="research-revenue-chart" aria-label="不同时间的公开收入里程碑，线性长度，非同行排名">{observed.map((o) => <div key={o.id}>

apps/docs/src/components/ArrDisclosures.tsx

@@ -0,0 +1,41 @@
+import { useState } from "react";
+import { evidenceUrl, type ResearchSnapshot } from "@/lib/ai-research";
+import { arrDisclosures } from "@/lib/research-statistics";
+
+const labels: Record<string, string> = {
+  signal: "企业或当事方披露", estimate: "第三方估算",
+  historical: "历史披露", "historical-estimate": "历史估算",
+};
+
+export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnapshot; onSelect: (id: string) => void }) {
+  const [category, setCategory] = useState("");
+  const [year, setYear] = useState("");
+  const rows = arrDisclosures(data, { category, foundedYear: year ? Number(year) : undefined });
+  const companies = new Set(rows.map((row) => row.company.id));
+  const categories = new Map(data.categories.map((item) => [item.id, item.name]));
+  const evidence = new Map(data.evidence.map((item) => [item.id, item]));
+  return <section aria-label="ARR披露分类表">
+    <h3>2025—2026 年成立公司的 ARR 披露</h3>
+    <p className="research-notice">这是跨时点证据表，共 {companies.size} 家公司、{rows.length} 条记录；同一公司的历史里程碑逐条保留，不能相加或视为独立公司。ARR 标签沿用原始披露，未证明经常性收入定义或审计状态；不纳入 MRR 图表，不计算同期行业均值或造假概率。仅收录明确标注的 ARR；定义冲突、目标、承诺、客户和前雇主收入排除，缺失不作零。</p>
+    <div className="research-filters">
+      <label>业务分类<select value={category} onChange={(event) => setCategory(event.target.value)}><option value="">全部分类</option>{data.categories.map((item) => <option key={item.id} value={item.id}>{item.name}</option>)}</select></label>
+      <label>成立年份<select value={year} onChange={(event) => setYear(event.target.value)}><option value="">2025 与 2026</option><option value="2025">2025</option><option value="2026">2026</option></select></label>
+    </div>
+    <div className="research-table-wrap"><table>
+      <caption>金额保留原币种、下界和估算身份；日期栏保留业务截至日缺项</caption>
+      <thead><tr><th>公司 / 分类</th><th>收费与交付模式</th><th>原始 ARR 声明</th><th>时点</th><th>身份 / 限制</th><th>证据</th></tr></thead>
+      <tbody>{rows.map(({ company, observation: item }) => {
+        const source = evidence.get(item.evidence);
+        const url = source && evidenceUrl(source.url);
+        return <tr key={item.id}>
+          <td><button onClick={() => onSelect(company.id)}>{company.name}</button><small>{categories.get(company.cat)} · {company.year}</small></td>
+          <td>{company.businessModel ?? company.price}</td>
+          <td>{item.bound !== "=" && item.bound}{new Intl.NumberFormat("zh-CN", { maximumFractionDigits: 2 }).format(item.value)} {item.unit}<small>{item.kind}</small></td>
+          <td>{item.timing}</td><td>{labels[item.selection]}<small>{item.reason}</small></td>
+          <td>{url ? <a href={url} target="_blank" rel="noopener noreferrer">{item.evidence} ↗</a> : item.evidence}</td>
+        </tr>;
+      })}</tbody>
+    </table></div>
+    {!rows.length && <p>当前筛选没有符合条件的已记录 ARR 声明；不代表这些公司收入为零。</p>}
+  </section>;
+}

apps/docs/src/lib/research-statistics.ts

@@ -1,6 +1,20 @@
 import type { ResearchCompany, ResearchObservation, ResearchSnapshot } from "./ai-research";
 
 export type IncomePoint = { company: ResearchCompany; observation: ResearchObservation; value: number };
+
+/** An evidence ledger, never a comparable sample: retain historical claims and estimates separately. */
+export function arrDisclosures(snapshot: ResearchSnapshot, options: { category?: string; foundedYear?: number } = {}) {
+  const companies = new Map(snapshot.companies.map((company) => [company.id, company]));
+  return snapshot.observations.flatMap((observation) => {
+    const company = companies.get(observation.company);
+    if (!company || ![2025, 2026].includes(company.year ?? 0) || observation.metric !== "arr" ||
+        !["signal", "estimate", "historical", "historical-estimate"].includes(observation.selection) ||
+        !Number.isFinite(observation.value) || observation.value < 0 ||
+        (options.category && company.cat !== options.category) ||
+        (options.foundedYear && company.year !== options.foundedYear)) return [];
+    return [{ company, observation }];
+  });
+}
 export type IncomeStats = {
   n: number; mean: number; median: number; min: number; max: number;
   sampleDeviation: number | null; cv: number | null; meanMedianRatio: number | null;