Complete industry tag review and distinguish service revenue run rates

Reviewed-on: #31

AGENTS.md

@@ -3,7 +3,8 @@
 - 本仓库专门维护 Endor 文档与制图脚本。支持本地开发；CI/CD 仅在 main 使用现有 ces-control Runner，验证通过后自动部署；工作分支与 PR 不运行 CI，确认 Runner 不构成扩大触发范围的授权。不得修改其他项目、共享 Runner 配置或清理共享 Docker 缓存。
 - Web 技术栈为 TypeScript、React、Tailwind CSS、Next.js Pages Router；不要切换到 App Router。
 - 使用 pnpm 管理 JavaScript workspace，使用 uv 管理 `tools/figures` 的 Python 项目，保留两套锁文件。
-- 文档正文、目录元数据与修订记录以站点现有 SQLite 数据库为唯一权威源，使用 docs 管理工具直接更新；不得把新正文、目录 JSON、数据库文件或日常内容快照提交到仓库。历史 Git 文档只用于显式的一次性迁移，不作为运行时种子。Python 图形源码放在 `tools/figures/src/endor_figures`，可复现的 SVG 输出放在 `apps/docs/public/figures`。
+- 文档正文、目录元数据与修订记录以站点现有 SQLite 数据库为唯一权威源，使用文档 API 或 docs 管理工具直接更新；不得把新正文、目录 JSON、数据库文件或日常内容快照提交到仓库。历史 Git 文档只用于显式的一次性迁移，不作为运行时种子。Python 图形源码放在 `tools/figures/src/endor_figures`，可复现的 SVG 输出放在 `apps/docs/public/figures`。
+- 编辑已有文章时优先使用章节 API：先读取章节目录与内部摘要，据此选择需要读取正文的章节，再提交单章或多章操作。摘要缺失时先读对应正文并补充；修改观点前必须核对该章原文，检查读取版本与提交 revision 一致。摘要只写入内部章节数据，不放入网页正文、目录摘要或 Git；改写正文时同步更新摘要。完整操作与 Python 客户端用法见 README 的「先读摘要，再按章节编辑」。
 - 未确认的架构提议明确标注为草案，不能表述为现有实现。
 - 本地开发与预览只监听 `127.0.0.1`。部署容器监听 `0.0.0.0:3000`，服务器入口默认 18135，可通过独立 production.env 配置。
 - 对 gitea.entroia.com 仅使用 codex-bot，提交身份为 Codex Bot <codex-bot@gitea.entroia.local>。SSH 使用隔离配置：`ssh -F /dev/null -o IdentitiesOnly=yes -i /Users/zzyang/.codex/credentials/gitea-entroia/codex_entroia_ed25519 -p 22222`。

README.md

@@ -8,7 +8,7 @@ Endor 的文档站与 AI 公司研究工作台，包含文档阅读、全文搜
 
 | 内容 | 权威来源与维护方式 |
 | --- | --- |
-| 文档正文、分类、合集、分组、摘要、草案和推荐状态 | 数据库；通过服务器上的 `docs` 管理工具读写 |
+| 文档正文、分类、合集、分组、摘要、草案和推荐状态 | 数据库；通过文档 API 或服务器上的 `docs` 管理工具读写 |
 | 文档旧地址与修订历史 | 数据库；改名保留别名，修改追加修订 |
 | AI 公司、观测、证据、候选与核查记录 | `content/research` 中的版本化快照；服务端显式按版本导入同库后查询 |
 | 页面、组件、管理工具和部署逻辑 | 本仓库，通过工作分支与 PR 评审 |
@@ -32,7 +32,7 @@ Endor 的文档站与 AI 公司研究工作台，包含文档阅读、全文搜
 
 ## 管理文档
 
-部署后，管理员可在服务器上使用 `/opt/endorphin-tabularium-docs/docs`。该工具在当前容器中操作数据库，需要服务器运维权限；站点没有公开的文档写入 API。
+部署后，管理员可在服务器上使用 `/opt/endorphin-tabularium-docs/docs`。该工具在当前容器中操作数据库，需要服务器运维权限。自动化上传使用下文的文档 API，日常读写无需登录服务器。
 
 ```sh
 sudo /opt/endorphin-tabularium-docs/docs list
@@ -63,6 +63,122 @@ sudo /opt/endorphin-tabularium-docs/docs save < "$doc_work_dir/document.json"
 
 保存成功后，正文、目录和搜索通过后续请求读取新内容。发生版本冲突时重新读取并合并修改，不能仅改大 `revision` 覆盖并发编辑。调整分类或分组也走同一保存流程；`history` 使用稳定的 `sourceSlug` 查询修订。
 
+## 文档上传 API
+
+文档 API 直接读写同一个数据库，供自动化整理和大量文档上传使用。它只接受独立的文档 API Key，不接受网页 Cookie 或通用网页会话令牌；Key 不能用于研究、登录或其他站点 API。
+
+| 方法与地址 | 用途 |
+| --- | --- |
+| `GET /api/documents?limit=50&offset=0` | 分页读取目录元数据；不返回全部正文 |
+| `GET /api/documents/item/<slug>` | 读取单篇完整正文、目录字段和当前 revision；支持旧地址 |
+| `GET /api/documents/item/<slug>?history=1&limit=50&offset=0` | 分页读取修订元数据与时间，按新到旧排列 |
+| `GET /api/documents/item/<slug>?revision=1` | 读取指定修订的完整正文 |
+| `POST /api/documents` | 保存一个完整文档 JSON；字段与 `docs save` 相同 |
+| `POST /api/documents/batch` | 保存 `{ "documents": [...] }`，每个请求 1—100 篇 |
+| `GET /api/documents/sections/<slug>` | 读取章节 ID、标题和内部摘要，不返回正文 |
+| `GET /api/documents/sections/<slug>?section=<id>` | 读取选中章节正文；重复 `section` 可选多章 |
+| `GET /api/documents/sections/<slug>?revision=2` | 读取对应修订的章节目录；也可搭配 `section` |
+| `POST /api/documents/sections/<slug>` | 原子执行章节新增、更新、删除和移动 |
+
+写入使用 `Authorization: Bearer <文档 API Key>`。新建传 `revision: 0`；更新先读取当前全文，再使用读到的 revision。每篇正文最多 2,000,000 个 JavaScript 字符单位；每次请求最多 8 MiB。目录和修订分页的 `limit` 范围为 1—100，响应包含 `total` 和 `nextOffset`。
+
+单个批量请求在同一事务提交，任意一篇格式错误、版本冲突或地址冲突都会整体回滚。成功返回文档地址、稳定标识和新修订号；版本或幂等键冲突返回 `409`，格式错误返回 `400`，超出请求大小返回 `413`。缺少、过期或撤销的 Key 返回 `401`，只读 Key 写入返回 `403`。
+
+建议写入时提供 `Idempotency-Key`，由 1—128 个字母、数字或 `._:-` 组成。同一个 Key、相同请求 ID 和相同输入重试时，返回原回执并标记 `replayed: true`，不追加修订；相同 ID 改换输入会冲突。回执描述原请求，不代表之后没有其他修改；需要当前内容时重新读取文档。改过正文或 revision 后，应使用新的请求 ID。
+
+### 先读摘要，再按章节编辑
+
+章节接口使用相同的文档 Key 和读写权限。编辑流程为：先读章节目录及摘要，选择需要深入的章节，再读取这些章节的正文，最后提交一组操作。不要只凭摘要修改未读正文；目录与正文响应的 `revision` 应一致，否则重新读取。接口不调用模型生成摘要：由编辑 Agent 阅读正文、撰写摘要，并在编辑请求中保存。
+
+章节按行首 Markdown ATX 二级标题（`##`）划分，三级至六级标题随所属章节一起编辑；代码围栏内的标题不会切章。二级标题之前的文档标题及导言属于固定 ID `preamble`，可以修改但不能删除或移动。Setext 标题、带缩进或引用、列表标记的标题不作为章节边界。正文无行首二级标题时，全文作为导言处理。拆分及组合保持换行和未编辑内容原样，不自动格式化 Markdown。
+
+目录中的每章包含 `id`、`title`、`position`、`summary`、`summaryStatus` 和 `contentHash`。摘要为编辑内部数据，单独保存在 SQLite 的 `document_sections` 和 `document_section_revisions` 中，不加入普通文档响应、网页 props、搜索索引或页面正文。完整数据库备份包含这些表；`docs export` 仍只导出当前文档，不包含内部摘要和修订。
+
+旧文章无需重写，首次读取即可按原文返回目录，初始摘要为空，`summaryStatus` 为 `missing`。Agent 应按需读取这些章节，生成摘要并通过 `update` 保存；保存后状态为 `current`。这里的 `current` 仅表示摘要与该版正文一起保存，不保证模型的总结正确。全文接口仍兼容；未变化章节保留摘要与 ID，正文变化的章节清空摘要，等待更新。全文改名且改写章节时可能产生新 ID，因此全文保存后应重新读取目录。
+
+章节编辑请求示例（示例 ID 需要替换为目录实际返回的值）：
+
+```json
+{
+  "revision": 3,
+  "operations": [
+    {
+      "op": "update",
+      "id": "s_existing",
+      "content": "## 原有章节\n\n修改后的正文。\n\n",
+      "summary": "本章说明修改后的核心观点与边界。"
+    },
+    {
+      "op": "insert",
+      "after": "s_existing",
+      "content": "## 新章节\n\n新增论证。\n\n",
+      "summary": "补充上一章尚未覆盖的论证。"
+    }
+  ]
+}
+```
+
+`update` 可只改 `summary`，也可改正文；正文改变时若不提供新摘要，旧摘要会清空。`insert` 必须提供正文和非空摘要；摘要最多 8000 个 JavaScript 字符单位。`delete` 使用 `{ "op": "delete", "id": "s_existing" }`；`move` 使用 `{ "op": "move", "id": "s_existing", "after": "preamble" }`。按数组顺序执行，最多 100 个操作；新章 ID 由服务器生成，在回执目录中返回。章正文应从自己的 `##` 标题开始，只包含一个二级标题，并保留与下一章之间的换行；跨章代码围栏或章节边界改变会被拒绝，拆章请使用多个操作。
+
+章节变更、内部摘要、组合后的全文和历史快照在同一事务内提交。每批操作只增加一次文章 `revision`；摘要单独更新也增加版本号。后续操作失败或全文版本过期时全部回滚。写入沿用幂等规则，回执包含新版本、章节目录和 `replayed`；章节接口与全文接口的幂等记录分开。修改章节不会改变其 ID，移动亦保留 ID；删除后的正文和摘要仍可从对应的旧修订读取。启用前的历史修订只有原文，摘要显示缺失。
+
+Python 客户端对应命令：
+
+```sh
+python3 scripts/documents-client.py outline endor/endor-purpose-draft
+python3 scripts/documents-client.py sections endor/endor-purpose-draft preamble s_existing
+python3 scripts/documents-client.py edit-sections endor/endor-purpose-draft /private/path/edit.json --request-id chapter-edit-1
+```
+
+`outline` 和 `sections` 支持 `--revision`；请求文件只包含 `revision` 和 `operations`，不要把内部摘要文件提交到 Git。
+
+### 创建、查看与撤销 Key
+
+管理员只需通过已验证的服务器连接进行 Key 管理：
+
+```sh
+sudo /opt/endorphin-tabularium-docs/docs key-create codex-upload /auth/codex-docs-key.json read-write 90
+sudo /opt/endorphin-tabularium-docs/docs key-list
+sudo /opt/endorphin-tabularium-docs/docs key-revoke <key-id>
+```
+
+创建命令将完整 Key 写入认证私有目录中的指定新文件，权限 `0600`，终端仅输出 ID、权限和到期信息。文件已存在时拒绝覆盖。权限可选 `read` 或 `read-write`；有效期默认 90 天，可设 1—365 天。数据库仅保存 Key 摘要，列表不返回原文；撤销后不能继续认证。独立 Key 文件和认证 config.json 都不包含在 SQLite 整库备份中。
+
+### 使用上传客户端
+
+`scripts/documents-client.py` 仅使用 Python 标准库。通过 `TABULARIUM_DOCS_URL` 指定站点 origin，通过 `TABULARIUM_DOCS_KEY_FILE` 指定本机私有 Key 文件（支持创建命令输出的 JSON），不把 Key 放入命令行参数。
+
+客户端要求 HTTPS；尚未配置 HTTPS 时，可通过已验证的 SSH 连接建立本机端口转发，连接 `http://127.0.0.1:18136`。以下 `$DOCS_SSH_TARGET` 应事先设置为受信任的 SSH 别名或 `user@host`：
+
+```sh
+ssh -N -L 18136:127.0.0.1:18135 "$DOCS_SSH_TARGET"
+```
+
+将服务器私有目录中的 Key 文件复制到受保护的本机位置后，在另一个终端配置客户端。`$TABULARIUM_DOCS_KEY_FILE` 文件须仅本人可读写，不能提交到仓库：
+
+```sh
+export TABULARIUM_DOCS_URL=http://127.0.0.1:18136
+export TABULARIUM_DOCS_KEY_FILE="$HOME/.config/tabularium/codex-docs-key.json"
+python3 scripts/documents-client.py list --limit 50
+python3 scripts/documents-client.py get endor/endor-purpose-draft
+python3 scripts/documents-client.py get endor/endor-purpose-draft --history
+python3 scripts/documents-client.py get endor/endor-purpose-draft --revision 1
+```
+
+修改流程与 CLI 相同：
+
+```sh
+umask 077
+api_work_dir=$(mktemp -d)
+python3 scripts/documents-client.py get endor/endor-purpose-draft > "$api_work_dir/document.json"
+# 编辑正文或目录字段，保留 sourceSlug 和读取到的 revision。
+python3 scripts/documents-client.py save "$api_work_dir/document.json"
+```
+
+大量文档可使用仅含 `documents` 数组的私有 JSON 文件。客户端按 100 篇和 8 MiB 请求上限自动分批，并为各批派生固定的幂等请求 ID。每批独立提交；后续批次失败时，前面的成功批次保留。客户端会打印根请求 ID 和各批进度，使用相同 ID 与未修改的输入重试可跳过已完成的批次；可通过 `--request-id` 显式指定根 ID（客户端最多 100 个字符）。若后续批次因业务冲突失败，按进度中已提交的文档数量提取尚未成功的部分，修正后使用新的根 ID 上传。
+
+客户端只自动重试一次临时网络或 `502/503/504` 错误，保持正文和请求 ID 不变；`409` 等业务错误不会自动覆盖。它不跟随 HTTP 重定向，避免将 Bearer 凭据转发到其他地址。正文和 Key 继续保存在数据库或私有文件中，不因使用 API 而进入 Git。
+
 ## 研究数据与检查
 
 研究工作台提供公司筛选、经营指标、原始证据、收费与交付模式、技术材料及核查记录。它区分公司披露、支付平台指标、第三方估算、融资和客户收益；未知收入不填零，材料可访问也不代表性能或商业效果已经验证。研究范围、样本限制和个案结论以工作台记录为准。

apps/docs/scripts/auth-cli.ts

@@ -18,6 +18,7 @@ import {
   totp,
   isLoginRedirect,
 } from "../src/lib/auth";
+import { createDocumentKey, revokeDocumentKey } from "../src/lib/document-keys";
 import { readDocument, saveDocument } from "../src/lib/docs";
 import { consumeCode, initializeStore } from "../src/lib/auth-store";
 
@@ -181,10 +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, 1021);
+  assert.equal(research.companies.length, 1051);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1209);
-  assert.equal(research.observations.length, 189);
+  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);
@@ -210,6 +211,7 @@ async function main() {
   assert.equal(raw.status, 200);
   assert.ok((await raw.text()).startsWith("# Endor"));
   if (process.env.DOCUMENT_SMOKE_TEST) {
+    if (command === "exercise") await exerciseDocumentApi(request, headers);
     const sourceSlug = "ci-live-document";
     const previous = readDocument(sourceSlug);
     if (command === "exercise") {
@@ -356,3 +358,42 @@ main().catch((error) => {
   );
   process.exitCode = 1;
 });
+
+async function exerciseDocumentApi(request: (path: string, init?: RequestInit) => Promise<Response>, session: Record<string, string>) {
+  const writer = createDocumentKey("isolated API smoke", "read-write", 1);
+  const reader = createDocumentKey("isolated read smoke", "read", 1);
+  const headers = { Authorization: "Bearer " + writer.token, "Content-Type": "application/json", "Idempotency-Key": "smoke-batch" };
+  const readHeaders = { Authorization: "Bearer " + reader.token, "Content-Type": "application/json" };
+  const make = (name: string) => ({ slug: `endor/${name}`, sourceSlug: name, title: "API smoke",
+    category: "Endor", collection: "Endor 文档", group: "CI", description: "Isolated API smoke",
+    draft: true, featured: false, content: "# API smoke", revision: 0 });
+  const payload = { documents: [make("ci-api-first"), make("ci-api-second")] };
+  try {
+    assert.equal((await request("/api/documents")).status, 401);
+    assert.equal((await request("/api/documents", { method: "POST", headers: { ...session, "Content-Type": "application/json" }, body: JSON.stringify(payload.documents[0]) })).status, 401);
+    assert.equal((await request("/api/research/ai-companies", { headers })).status, 401, "Document keys cannot read research");
+    assert.equal((await request("/api/search", { headers })).status, 401, "Document keys cannot authenticate other APIs");
+    assert.equal((await request("/api/documents/batch", { method: "POST", headers: readHeaders, body: JSON.stringify(payload) })).status, 403);
+    const saved = await request("/api/documents/batch", { method: "POST", headers, body: JSON.stringify(payload) });
+    assert.equal(saved.status, 200);
+    assert.equal((await saved.json()).documents.length, 2);
+    const replay = await request("/api/documents/batch", { method: "POST", headers, body: JSON.stringify(payload) });
+    assert.equal(replay.status, 200); assert.equal((await replay.json()).replayed, true);
+    const current = await request("/api/documents/item/endor/ci-api-first", { headers: readHeaders });
+    assert.equal(current.status, 200); assert.equal((await current.json()).revision, 1);
+    const page = await request("/api/documents?limit=1", { headers: readHeaders });
+    assert.equal(page.status, 200);
+    const listing = await page.json();
+    assert.equal(listing.documents.length, 1); assert.equal(listing.documents[0].content, undefined);
+    const bad = { documents: [{ ...payload.documents[0], revision: 1, content: "Must roll back" }, payload.documents[1]] };
+    const conflict = await request("/api/documents/batch", { method: "POST", headers: { ...headers, "Idempotency-Key": "smoke-conflict" }, body: JSON.stringify(bad) });
+    assert.equal(conflict.status, 409);
+    const unchanged = await request("/api/documents/item/endor/ci-api-first", { headers: readHeaders });
+    assert.equal((await unchanged.json()).content, "# API smoke");
+    const history = await request("/api/documents/item/endor/ci-api-first?history=1", { headers });
+    assert.equal(history.status, 200); assert.equal((await history.json()).total, 1);
+    revokeDocumentKey(writer.id);
+    assert.equal((await request("/api/documents", { headers })).status, 401);
+  } finally { revokeDocumentKey(writer.id); revokeDocumentKey(reader.id); }
+  console.log("Document API smoke passed: scoped keys, batch rollback, pagination, history, replay and revocation; no secrets displayed");
+}

apps/docs/scripts/docs-cli.ts

@@ -1,11 +1,37 @@
-import { readFileSync, writeFileSync } from "node:fs";
+import { readFileSync, writeFileSync, openSync, closeSync, unlinkSync } from "node:fs";
+import { resolve, dirname, sep } from "node:path";
+import { createDocumentKey, listDocumentKeys, revokeDocumentKey, type DocumentKeyScope } from "../src/lib/document-keys";
 import { openSiteDatabase } from "../src/lib/site-database";
 import { allDocuments, readDocument, saveDocument, importDocuments, documentHistory } from "../src/lib/docs";
 
 process.umask(0o077);
-const [command, argument] = process.argv.slice(2);
+const [command, argument, ...extra] = process.argv.slice(2);
 try {
   switch (command) {
+    case "key-create": {
+      const authFile = process.env.AUTH_CONFIG_FILE;
+      if (!authFile || !argument || !extra[0]) throw Error("Usage: key-create <name> <private-file> [read|read-write] [days]");
+      const file = resolve(extra[0]);
+      const directory = resolve(dirname(authFile));
+      if (!file.startsWith(directory + sep)) throw Error("Key output must be inside the private authentication directory");
+      const fd = openSync(file, "wx", 0o600);
+      let created: { id: string } | undefined;
+      try {
+        const key = createDocumentKey(argument, (extra[1] ?? "read-write") as DocumentKeyScope, Number(extra[2] ?? 90));
+        created = key;
+        writeFileSync(fd, JSON.stringify(key) + "\n");
+        console.log(JSON.stringify({ id: key.id, scope: key.scope, expiresAt: key.expiresAt, saved: file }));
+      } catch (error) {
+        if (created) revokeDocumentKey(created.id);
+        unlinkSync(file);
+        throw error;
+      } finally { closeSync(fd); }
+      break;
+    }
+    case "key-list": console.log(JSON.stringify(listDocumentKeys(), null, 2)); break;
+    case "key-revoke":
+      if (!argument) throw Error("Provide key id");
+      revokeDocumentKey(argument); console.log("Document key revoked"); break;
     case "backup": {
       if (!argument) throw Error("Provide a private backup filename");
       const db = openSiteDatabase();
@@ -36,7 +62,7 @@ try {
         { flag: "wx", mode: 0o600 });
       console.log("Document export created; existing files are never overwritten"); break;
     }
-    default: throw Error("Usage: docs backup <private-file> | list | get <slug> | save < input.json | history <sourceSlug> | import [--if-empty] < export.json | export <private-file>");
+    default: throw Error("Usage: docs key-create <name> <private-file> [read|read-write] [days] | key-list | key-revoke <id> | backup <private-file> | list | get <slug> | save < input.json | history <sourceSlug> | import [--if-empty] < export.json | export <private-file>");
   }
 } catch (error) {
   console.error(error instanceof Error ? error.message : "Document operation failed");

apps/docs/scripts/test-docs.mjs

@@ -6,9 +6,8 @@ import { spawnSync } from "node:child_process";
 
 const dir = await mkdtemp(join(tmpdir(), "tabularium-docs-tests-"));
 try {
-  const file = join(dir, "docs.test.cjs");
-  await build({ entryPoints: ["tests/docs.test.ts"], bundle: true,
-    platform: "node", target: "node22", format: "cjs", outfile: file });
-  const result = spawnSync(process.execPath, ["--test", file], { stdio: "inherit" });
+  await build({ entryPoints: ["tests/docs.test.ts", "tests/documents-api.test.ts"], bundle: true,
+    platform: "node", target: "node22", format: "cjs", outdir: dir, outExtension: { ".js": ".cjs" } });
+  const result = spawnSync(process.execPath, ["--test", join(dir, "docs.test.cjs"), join(dir, "documents-api.test.cjs")], { stdio: "inherit" });
   process.exitCode = result.status ?? 1;
 } finally { await rm(dir, { recursive: true, force: true }); }

apps/docs/src/components/AICompanyResearch.tsx

@@ -7,9 +7,9 @@ import {
 
 const pageSize = 12;
 const evidencePageSize = 30;
-const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", platform: "仅支付平台记录", unknown: "暂无可用收入数字" };
+const revenueLabels = { self: "企业披露，待核口径", estimate: "仅第三方估算", platform: "仅支付平台记录", unknown: "暂无可用收入数字" };
 const useLabels: Record<string, string> = {
-  platform: "支付平台记录", signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑",
+  platform: "支付平台记录", signal: "企业披露信号", estimate: "第三方估算", historical: "历史里程碑",
   "historical-estimate": "其他时点估算", excluded: "排除收入比较", scale: "团队规模", adoption: "采用规模",
   funding: "融资", technical: "第三方技术评测", crosscheck: "同一里程碑的其他资料",
 };
@@ -138,7 +138,7 @@ export default function AICompanyResearch() {
           <label>资料深度<select value={depth} onChange={(e) => { setDepth(e.target.value); setPage(0); }}><option value="">全部资料</option><option value="case">原有个案研究</option><option value="profile">目录基础资料</option></select></label>
           <label>记录团队规模<select value={teamBand} onChange={(e) => { setTeamBand(e.target.value); setPage(0); }}><option value="">全部规模</option><option value="small">1—5 人</option><option value="medium">6—20 人</option><option value="large">21—50 人</option><option value="xl">至少 51 人</option><option value="unknown">未披露或分组不确定</option></select></label>
           <label>技术验证证据<select value={technicalLevel} onChange={(e) => { setTechnicalLevel(e.target.value); setPage(0); }}><option value="">全部验证层级</option>{Object.entries(technicalReviewLabels).map(([value, label]) => <option key={value} value={value}>{label}</option>)}</select></label>
-          <label>收入资料<select value={income} onChange={(e) => { setIncome(e.target.value); setPage(0); }}><option value="">全部状态</option><option value="self">找到公司披露</option><option value="estimate">仅第三方估算</option><option value="platform">仅支付平台记录</option><option value="unknown">暂无可用数字</option></select></label>
+          <label>收入资料<select value={income} onChange={(e) => { setIncome(e.target.value); setPage(0); }}><option value="">全部状态</option><option value="self">找到企业披露</option><option value="estimate">仅第三方估算</option><option value="platform">仅支付平台记录</option><option value="unknown">暂无可用数字</option></select></label>
         </div>
         <p className="research-muted">技术验证层级记录我们查到了什么，不是能力强弱评分。技术专项评审与业务分类复核分别记录。</p>
         <div className="research-result-count" role="status">{filtered.length} 条匹配记录<button onClick={() => { setCategory(""); setQuery(""); setCohort(""); setIncome(""); setDepth(""); setTeamBand(""); setTechnicalLevel(""); setPage(0); }}>清除筛选</button></div>
@@ -154,14 +154,14 @@ export default function AICompanyResearch() {
       </>}
       {tab === "revenue" && <>
         <IncomeDistribution data={data} onSelect={setSelected} />
-        <h3>公司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，多为异时点历史里程碑，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>
+        <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}>
           <div><button onClick={() => setSelected(o.company)}>{o.name}</button><strong>{o.bound !== "=" && o.bound}{money(o.value, o.unit)}</strong></div>
           {o.unit === "USD" && <span className="research-bar" data-estimate={o.selection === "estimate" || undefined} aria-hidden="true"><i style={{width: `${o.value / Math.max(1, ...observed.filter((v) => v.unit === "USD").map((v) => v.value)) * 100}%`}} /></span>}
           <small>{o.kind} · {useLabels[o.selection]} · {o.timing}</small>
         </div>)}</div>
-        <div className="research-table-wrap"><table><caption>当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组</caption><thead><tr><th>业务分类</th><th>公司披露数</th><th>仅估算数</th><th>仅平台数</th><th>暂无可用数字</th><th>同期均值 / 离散度</th></tr></thead><tbody>{summaries.map((c) => <tr key={c.id}><td><button onClick={() => chooseCategory(c.id)}>{c.name}</button></td><td>{c.self}</td><td>{c.estimate}</td><td>{c.platform}</td><td>{c.unknown}</td><td>条件不足</td></tr>)}</tbody></table></div>
+        <div className="research-table-wrap"><table><caption>当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组</caption><thead><tr><th>业务分类</th><th>企业披露数</th><th>仅估算数</th><th>仅平台数</th><th>暂无可用数字</th><th>同期均值 / 离散度</th></tr></thead><tbody>{summaries.map((c) => <tr key={c.id}><td><button onClick={() => chooseCategory(c.id)}>{c.name}</button></td><td>{c.self}</td><td>{c.estimate}</td><td>{c.platform}</td><td>{c.unknown}</td><td>条件不足</td></tr>)}</tbody></table></div>
         <p className="research-muted">离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。</p>
       </>}
       {tab === "sources" && <><p className="research-muted">来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。</p><ul className="research-evidence-list">{data.evidence.slice(sourcePage * evidencePageSize, (sourcePage + 1) * evidencePageSize).map((e) => <Evidence key={e.id} item={e} />)}</ul>{data.evidence.length > evidencePageSize && <nav className="research-pagination" aria-label="原始证据分页"><button disabled={sourcePage === 0} onClick={() => setSourcePage((n) => n - 1)}>上一页</button><span>{sourcePage + 1} / {Math.ceil(data.evidence.length / evidencePageSize)}</span><button disabled={(sourcePage + 1) * evidencePageSize >= data.evidence.length} onClick={() => setSourcePage((n) => n + 1)}>下一页</button></nav>}</>}

apps/docs/src/components/IncomeDistribution.tsx

@@ -75,7 +75,7 @@ export default function IncomeDistribution({ data, onSelect }: {
         </svg></div>
         <figcaption>圆点：产品观测　竖线：样本均值　菱形：样本中位数。业务类别标题下各行按支付平台{splitModels && "及收费与交付模式"}分别统计；n为该组产品数。点击点或下表产品名可看原始证据。</figcaption>
       </figure>
-      <div className="research-table-wrap"><table><caption>{metric}样本统计；每行是类别下的一个统计组，CV使用样本标准差</caption><thead><tr><th scope="col">业务类别</th><th scope="col">支付平台 / 收费模式</th><th scope="col">n</th><th scope="col">均值</th><th scope="col">中位数</th><th scope="col">均值/中位数</th><th scope="col">CV</th><th scope="col">去除最大值后的均值 / 下降幅度</th><th scope="col">产品与限制</th></tr></thead>{categoryGroups.map(({ category, rows }) => <tbody key={category}>{rows.map((group, index) => <tr key={group.key}>
+      <div className="research-table-wrap"><table className="income-statistics"><caption>{metric}样本统计；每行是类别下的一个统计组，CV使用样本标准差</caption><thead><tr><th scope="col">业务类别</th><th scope="col">支付平台 / 收费模式</th><th scope="col">n</th><th scope="col">均值</th><th scope="col">中位数</th><th scope="col">均值/中位数</th><th scope="col">CV</th><th scope="col">去除最大值后的均值 / 下降幅度</th><th scope="col">产品与限制</th></tr></thead>{categoryGroups.map(({ category, rows }) => <tbody key={category}>{rows.map((group, index) => <tr key={group.key}>
         {index === 0 && <th scope="rowgroup" rowSpan={rows.length}>{categories.get(category)}<small>{rows.length}个统计组</small></th>}
         <td>{group.provider}<small>{group.model}</small></td><td>{group.stats.n}</td><td>{usd(group.stats.mean)}</td><td>{usd(group.stats.median)}</td><td>{group.stats.meanMedianRatio?.toFixed(2) ?? "—"}</td><td>{group.stats.cv?.toFixed(2) ?? "—"}</td><td>{usd(group.stats.meanWithoutLargest)}<small>{percent(group.stats.largestRemovalDrop)}</small></td>
         <td>{group.points.map((point) => <span key={point.company.id}><button className="research-company-name" onClick={() => onSelect(point.company.id)}>{point.company.name}</button>{" "}</span>)}<small>{group.stats.n < 3 ? "样本少于3，不能据此判断领域典型收入。" : "自选的小样本，须结合产品年龄、成本与留存评估。"}</small></td>

apps/docs/src/lib/docs.ts

@@ -1,5 +1,9 @@
 import { randomUUID, createHash } from "node:crypto";
 import { openSiteDatabase } from "./site-database";
+import { DocumentValidationError, DocumentConflictError } from "./document-errors";
+import { sectionSchema, loadSections, reconcileSections, persistSections, splitSections, outline,
+  applySectionOperations, parseSectionEdit, type DocumentSection } from "./document-sections";
+export { DocumentValidationError, DocumentConflictError } from "./document-errors";
 
 export type DocLink = {
   slug: string; sourceSlug: string; category: string; title: string; searchText?: string;
@@ -9,6 +13,7 @@ export type DocLink = {
 export type Doc = DocLink & { content: string };
 export type DocInput = Omit<Doc, "revision" | "searchText">;
 export type DocumentExport = { format: "tabularium-documents-v1"; documents: Doc[] };
+export type DocumentReceipt = Pick<Doc, "slug" | "sourceSlug" | "revision">;
 export const validSlug = /^[a-z0-9]+(?:-[a-z0-9]+)*(?:\/[a-z0-9]+(?:-[a-z0-9]+)*)*$/;
 
 function database() {
@@ -25,58 +30,131 @@ function database() {
       document_id TEXT NOT NULL REFERENCES documents(id), revision INTEGER NOT NULL,
       payload TEXT NOT NULL, created_at TEXT NOT NULL, PRIMARY KEY(document_id, revision)
     );
+    CREATE TABLE IF NOT EXISTS document_write_requests (
+      namespace TEXT NOT NULL, request_id TEXT NOT NULL, digest TEXT NOT NULL,
+      response TEXT NOT NULL, PRIMARY KEY(namespace, request_id)
+    );
     CREATE TABLE IF NOT EXISTS document_imports (
       digest TEXT PRIMARY KEY, document_count INTEGER NOT NULL, created_at TEXT NOT NULL
     );
   `);
+  sectionSchema(db);
   return db;
 }
 
 export function validateDocument(input: DocInput): void {
-  if (!input || typeof input !== "object") throw Error("Invalid document");
+  if (!input || typeof input !== "object") throw new DocumentValidationError("Invalid document");
   for (const key of ["slug", "sourceSlug"] as const)
-    if (typeof input[key] !== "string" || !validSlug.test(input[key])) throw Error(`Invalid ${key}`);
-  if (input.slug.split("/").some((part) => /^\d+-/.test(part))) throw Error("Use a semantic public slug");
+    if (typeof input[key] !== "string" || !validSlug.test(input[key])) throw new DocumentValidationError(`Invalid ${key}`);
+  if (input.slug.split("/").some((part) => /^\d+-/.test(part))) throw new DocumentValidationError("Use a semantic public slug");
   for (const key of ["title", "category", "collection", "group"] as const)
-    if (typeof input[key] !== "string" || !input[key].trim()) throw Error(`Missing ${key}`);
+    if (typeof input[key] !== "string" || !input[key].trim()) throw new DocumentValidationError(`Missing ${key}`);
   if (typeof input.content !== "string" || typeof input.description !== "string" ||
-      typeof input.draft !== "boolean" || typeof input.featured !== "boolean") throw Error("Invalid document fields");
-  if (input.content.length > 2_000_000) throw Error("Document exceeds content limit");
+      typeof input.draft !== "boolean" || typeof input.featured !== "boolean") throw new DocumentValidationError("Invalid document fields");
+  if (input.content.length > 2_000_000) throw new DocumentValidationError("Document exceeds content limit");
   const images = [
     ...input.content.matchAll(/!\[[^\]]*\]\(<?([^\s)>]+)/g),
     ...input.content.matchAll(/<img\b[^>]*\bsrc=["']([^"']+)/gi),
   ];
   if (images.some(([, source]) => /\.(?:png|jpe?g|tiff?|bmp)(?:[?#]|$)/i.test(source)))
-    throw Error("Use compressed WebP images instead of original rasters");
+    throw new DocumentValidationError("Use compressed WebP images instead of original rasters");
 }
 
-function write(db: ReturnType<typeof database>, input: DocInput, expectedRevision: number): Doc {
+function write(db: ReturnType<typeof database>, input: DocInput, expectedRevision: number, editedSections?: DocumentSection[]): Doc {
   validateDocument(input);
-  const existing = db.prepare("SELECT id, revision FROM documents WHERE source_slug=?")
-    .get(input.sourceSlug) as { id: string; revision: number } | undefined;
-  if ((existing?.revision ?? 0) !== expectedRevision) throw Error("Document revision conflict");
+  const existing = db.prepare("SELECT id, revision, payload FROM documents WHERE source_slug=?")
+    .get(input.sourceSlug) as { id: string; revision: number; payload: string } | undefined;
+  if ((existing?.revision ?? 0) !== expectedRevision) throw new DocumentConflictError("Document revision conflict");
   const id = existing?.id ?? randomUUID();
+  const previous = existing ? loadSections(db, id, (JSON.parse(existing.payload) as Doc).content) : [];
   const doc: Doc = { slug: input.slug, sourceSlug: input.sourceSlug, category: input.category,
     title: input.title, group: input.group, collection: input.collection, description: input.description,
     draft: input.draft, featured: input.featured, content: input.content, revision: expectedRevision + 1 };
   const payload = JSON.stringify(doc);
-  // Aliases remain reserved after renaming; collision rolls back the whole write.
-  db.prepare(`INSERT INTO documents VALUES (?,?,?,?,?) ON CONFLICT(id) DO UPDATE SET
-    slug=excluded.slug, revision=excluded.revision, payload=excluded.payload`)
-    .run(id, doc.slug, doc.sourceSlug, doc.revision, payload);
+  // Reserve both canonical and historical names before updating any rows.
   for (const alias of new Set([doc.slug, doc.sourceSlug])) {
     const prior = db.prepare("SELECT document_id FROM document_aliases WHERE alias=?")
       .get(alias) as { document_id: string } | undefined;
-    if (prior && prior.document_id !== id) throw Error(`Document alias collision: ${alias}`);
-    db.prepare("INSERT OR IGNORE INTO document_aliases VALUES (?,?)").run(alias, id);
+    if (prior && prior.document_id !== id) throw new DocumentConflictError(`Document alias collision: ${alias}`);
   }
+  db.prepare(`INSERT INTO documents VALUES (?,?,?,?,?) ON CONFLICT(id) DO UPDATE SET
+    slug=excluded.slug, revision=excluded.revision, payload=excluded.payload`)
+    .run(id, doc.slug, doc.sourceSlug, doc.revision, payload);
+  for (const alias of new Set([doc.slug, doc.sourceSlug]))
+    db.prepare("INSERT OR IGNORE INTO document_aliases VALUES (?,?)").run(alias, id);
   db.prepare("INSERT INTO document_revisions VALUES (?,?,?,?)")
     .run(id, doc.revision, payload, new Date().toISOString());
+  persistSections(db, id, doc.revision, editedSections ?? reconcileSections(doc.content, previous));
   return doc;
 }
 
+// Internal summaries never enter Doc, catalog, search or browser page props.
+export function readDocumentSections(slug: string, revision?: number) {
+  if (!validSlug.test(slug)) throw new DocumentValidationError("Invalid document slug");
+  if (revision !== undefined && (!Number.isSafeInteger(revision) || revision < 1)) throw new DocumentValidationError("Invalid revision");
+  const db = database();
+  try {
+    db.exec("BEGIN");
+    const row = db.prepare(`SELECT d.id,d.payload FROM documents d JOIN document_aliases a
+      ON a.document_id=d.id WHERE a.alias=?`).get(slug) as { id: string; payload: string } | undefined;
+    if (!row) { db.exec("COMMIT"); return null; }
+    let doc = JSON.parse(row.payload) as Doc;
+    let sections: DocumentSection[];
+    if (revision === undefined || revision === doc.revision) sections = loadSections(db, row.id, doc.content);
+    else {
+      const prior = db.prepare("SELECT payload FROM document_revisions WHERE document_id=? AND revision=?")
+        .get(row.id, revision) as { payload: string } | undefined;
+      if (!prior) { db.exec("COMMIT"); return null; }
+      doc = JSON.parse(prior.payload) as Doc;
+      const snapshot = db.prepare("SELECT payload FROM document_section_revisions WHERE document_id=? AND revision=?")
+        .get(row.id, revision) as { payload: string } | undefined;
+      sections = snapshot ? JSON.parse(snapshot.payload) as DocumentSection[] : splitSections(doc.content);
+    }
+    db.exec("COMMIT");
+    return { slug: doc.slug, sourceSlug: doc.sourceSlug, title: doc.title, revision: doc.revision, sections };
+  } finally { db.close(); }
+}
+
+export function editDocumentSections(slug: string, value: unknown, request?: { namespace: string; id: string }) {
+  if (!validSlug.test(slug)) throw new DocumentValidationError("Invalid document slug");
+  const edit = parseSectionEdit(value);
+  if (request && (!request.namespace || !/^[A-Za-z0-9._:-]{1,128}$/.test(request.id))) throw new DocumentValidationError("Invalid Idempotency-Key");
+  const digest = createHash("sha256").update(JSON.stringify({ slug, edit })).digest("hex");
+  const namespace = request ? request.namespace + ":sections" : undefined;
+  const db = database();
+  try {
+    db.exec("BEGIN IMMEDIATE");
+    try {
+      if (request) {
+        const prior = db.prepare("SELECT digest,response FROM document_write_requests WHERE namespace=? AND request_id=?")
+          .get(namespace!, request.id) as { digest: string; response: string } | undefined;
+        if (prior) {
+          if (prior.digest !== digest) throw new DocumentConflictError("Idempotency-Key was used with different content");
+          db.exec("COMMIT");
+          return { ...JSON.parse(prior.response) as { slug: string; sourceSlug: string; revision: number; sections: ReturnType<typeof outline> }, replayed: true };
+        }
+      }
+      const row = db.prepare(`SELECT d.id,d.payload FROM documents d JOIN document_aliases a
+        ON a.document_id=d.id WHERE a.alias=?`).get(slug) as { id: string; payload: string } | undefined;
+      if (!row) { db.exec("COMMIT"); return null; }
+      const doc = JSON.parse(row.payload) as Doc;
+      if (doc.revision !== edit.revision) throw new DocumentConflictError("Document revision conflict");
+      const previous = loadSections(db, row.id, doc.content);
+      const sections = applySectionOperations(previous, edit.operations);
+      // Preserve the initial outline when upgrading an existing document for the first time.
+      db.prepare("INSERT OR IGNORE INTO document_section_revisions VALUES (?,?,?)").run(row.id, doc.revision, JSON.stringify(previous));
+      const saved = write(db, { ...doc, content: sections.map((s) => s.content).join("") }, doc.revision, sections);
+      const receipt = { slug: saved.slug, sourceSlug: saved.sourceSlug, revision: saved.revision, sections: outline(sections) };
+      if (request) db.prepare("INSERT INTO document_write_requests VALUES (?,?,?,?)")
+        .run(namespace!, request.id, digest, JSON.stringify(receipt));
+      db.exec("COMMIT");
+      return { ...receipt, replayed: false };
+    } catch (error) { db.exec("ROLLBACK"); throw error; }
+  } finally { db.close(); }
+}
+
 export function saveDocument(input: DocInput, expectedRevision: number): Doc {
-  if (!Number.isSafeInteger(expectedRevision) || expectedRevision < 0) throw Error("Provide expected revision");
+  if (!Number.isSafeInteger(expectedRevision) || expectedRevision < 0) throw new DocumentValidationError("Provide expected revision");
   const db = database();
   try {
     db.exec("BEGIN IMMEDIATE");
@@ -145,3 +223,85 @@ export function documentHistory(sourceSlug: string): Doc[] {
       .map((row) => JSON.parse(row.payload) as Doc);
   } finally { db.close(); }
 }
+
+// API batches commit entirely or not at all; receipts make lost-response retries safe.
+export function saveDocumentBatch(documents: Doc[], request?: { namespace: string; id: string }) {
+  if (!Array.isArray(documents) || !documents.length || documents.length > 100)
+    throw new DocumentValidationError("Provide 1 to 100 documents");
+  const seen = new Set<string>();
+  for (const doc of documents) {
+    validateDocument(doc);
+    if (!Number.isSafeInteger(doc.revision) || doc.revision < 0)
+      throw new DocumentValidationError("Provide expected revision");
+    if (seen.has(doc.sourceSlug)) throw new DocumentValidationError("Duplicate sourceSlug in batch");
+    seen.add(doc.sourceSlug);
+  }
+  if (request && (!request.namespace || !/^[A-Za-z0-9._:-]{1,128}$/.test(request.id)))
+    throw new DocumentValidationError("Invalid Idempotency-Key");
+  const digest = createHash("sha256").update(JSON.stringify(documents)).digest("hex");
+  const db = database();
+  try {
+    db.exec("BEGIN IMMEDIATE");
+    try {
+      if (request) {
+        const prior = db.prepare("SELECT digest,response FROM document_write_requests WHERE namespace=? AND request_id=?")
+          .get(request.namespace, request.id) as { digest: string; response: string } | undefined;
+        if (prior) {
+          if (prior.digest !== digest) throw new DocumentConflictError("Idempotency-Key was used with different content");
+          db.exec("COMMIT");
+          return { documents: JSON.parse(prior.response) as DocumentReceipt[], replayed: true };
+        }
+      }
+      const receipts = documents.map((input) => {
+        const { slug, sourceSlug, revision } = write(db, input, input.revision);
+        return { slug, sourceSlug, revision };
+      });
+      if (request) db.prepare("INSERT INTO document_write_requests VALUES (?,?,?,?)")
+        .run(request.namespace, request.id, digest, JSON.stringify(receipts));
+      db.exec("COMMIT");
+      return { documents: receipts, replayed: false };
+    } catch (error) { db.exec("ROLLBACK"); throw error; }
+  } finally { db.close(); }
+}
+
+export function documentPage(limit = 50, offset = 0) {
+  if (!Number.isSafeInteger(limit) || limit < 1 || limit > 100 || !Number.isSafeInteger(offset) || offset < 0)
+    throw new DocumentValidationError("Invalid pagination");
+  const db = database();
+  try {
+    db.exec("BEGIN");
+    const total = (db.prepare("SELECT COUNT(*) AS n FROM documents").get() as { n: number }).n;
+    const documents = (db.prepare("SELECT json_remove(payload,'$.content') AS payload FROM documents ORDER BY source_slug LIMIT ? OFFSET ?")
+      .all(limit, offset) as { payload: string }[]).map((row) => JSON.parse(row.payload) as DocLink);
+    db.exec("COMMIT");
+    return { documents, total, limit, offset, nextOffset: offset + documents.length < total ? offset + documents.length : null };
+  } finally { db.close(); }
+}
+
+export function documentHistoryPage(sourceSlug: string, limit = 50, offset = 0) {
+  if (!Number.isSafeInteger(limit) || limit < 1 || limit > 100 || !Number.isSafeInteger(offset) || offset < 0)
+    throw new DocumentValidationError("Invalid pagination");
+  const db = database();
+  try {
+    db.exec("BEGIN");
+    const total = (db.prepare(`SELECT COUNT(*) AS n FROM document_revisions r JOIN documents d
+      ON d.id=r.document_id WHERE d.source_slug=?`).get(sourceSlug) as { n: number }).n;
+    const revisions = (db.prepare(`SELECT json_remove(r.payload,'$.content') AS payload, r.created_at AS createdAt
+      FROM document_revisions r JOIN documents d ON d.id=r.document_id
+      WHERE d.source_slug=? ORDER BY r.revision DESC LIMIT ? OFFSET ?`)
+      .all(sourceSlug, limit, offset) as { payload: string; createdAt: string }[])
+      .map((row) => ({ ...JSON.parse(row.payload) as DocLink, createdAt: row.createdAt }));
+    db.exec("COMMIT");
+    return { revisions, total, limit, offset, nextOffset: offset + revisions.length < total ? offset + revisions.length : null };
+  } finally { db.close(); }
+}
+
+export function documentRevision(sourceSlug: string, revision: number): Doc | null {
+  if (!Number.isSafeInteger(revision) || revision < 1) throw new DocumentValidationError("Invalid revision");
+  const db = database();
+  try {
+    const row = db.prepare(`SELECT r.payload FROM document_revisions r JOIN documents d
+      ON d.id=r.document_id WHERE d.source_slug=? AND r.revision=?`).get(sourceSlug, revision) as { payload: string } | undefined;
+    return row ? JSON.parse(row.payload) as Doc : null;
+  } finally { db.close(); }
+}

apps/docs/src/lib/document-errors.ts

@@ -0,0 +1,2 @@
+export class DocumentValidationError extends Error {}
+export class DocumentConflictError extends Error {}

apps/docs/src/lib/document-keys.ts

@@ -0,0 +1,56 @@
+import { createHash, randomBytes, randomUUID } from "node:crypto";
+import { openSiteDatabase } from "./site-database";
+
+export type DocumentKeyScope = "read" | "read-write";
+export type DocumentKey = { id: string; name: string; scope: DocumentKeyScope;
+  createdAt: number; expiresAt: number; revokedAt: number | null; lastUsedAt: number | null };
+function database() {
+  const db = openSiteDatabase();
+  db.exec(`CREATE TABLE IF NOT EXISTS document_api_keys (
+    id TEXT PRIMARY KEY, name TEXT NOT NULL, digest TEXT NOT NULL UNIQUE,
+    scope TEXT NOT NULL CHECK(scope IN ('read','read-write')), created_at INTEGER NOT NULL,
+    expires_at INTEGER NOT NULL, revoked_at INTEGER, last_used_at INTEGER
+  );`);
+  return db;
+}
+export function createDocumentKey(name: string, scope: DocumentKeyScope = "read-write", days = 90) {
+  if (!name.trim() || name.length > 100 || !["read", "read-write"].includes(scope) ||
+      !Number.isSafeInteger(days) || days < 1 || days > 365) throw Error("Invalid key name, scope or lifetime");
+  const id = randomUUID();
+  const token = "tdoc_" + randomBytes(32).toString("base64url");
+  const createdAt = Date.now();
+  const expiresAt = createdAt + days * 86400000;
+  const db = database();
+  try {
+    db.prepare("INSERT INTO document_api_keys(id,name,digest,scope,created_at,expires_at) VALUES (?,?,?,?,?,?)")
+      .run(id, name.trim(), createHash("sha256").update(token).digest("hex"), scope, createdAt, expiresAt);
+    return { id, token, name: name.trim(), scope, createdAt, expiresAt };
+  } finally { db.close(); }
+}
+export function authenticateDocumentKey(token: string | undefined, now = Date.now()) {
+  if (!token || !/^tdoc_[A-Za-z0-9_-]{43}$/.test(token)) return null;
+  const db = database();
+  try {
+    const row = db.prepare("SELECT id,scope,last_used_at AS lastUsedAt FROM document_api_keys WHERE digest=? AND revoked_at IS NULL AND expires_at>?")
+      .get(createHash("sha256").update(token).digest("hex"), now) as { id: string; scope: DocumentKeyScope; lastUsedAt: number | null } | undefined;
+    if (!row) return null;
+    if (row.lastUsedAt === null || row.lastUsedAt < now - 60000)
+      db.prepare("UPDATE document_api_keys SET last_used_at=? WHERE id=? AND (last_used_at IS NULL OR last_used_at<?)")
+        .run(now, row.id, now - 60000);
+    return { id: row.id, scope: row.scope };
+  } finally { db.close(); }
+}
+export function listDocumentKeys(): DocumentKey[] {
+  const db = database();
+  try {
+    return db.prepare(`SELECT id,name,scope,created_at AS createdAt,expires_at AS expiresAt,
+      revoked_at AS revokedAt,last_used_at AS lastUsedAt FROM document_api_keys ORDER BY created_at,id`).all() as DocumentKey[];
+  } finally { db.close(); }
+}
+export function revokeDocumentKey(id: string) {
+  const db = database();
+  try {
+    const result = db.prepare("UPDATE document_api_keys SET revoked_at=COALESCE(revoked_at,?) WHERE id=?").run(Date.now(), id);
+    if (!result.changes) throw Error("Document key not found");
+  } finally { db.close(); }
+}

apps/docs/src/lib/document-sections.ts

@@ -0,0 +1,144 @@
+import { createHash, randomUUID } from "node:crypto";
+import type { DatabaseSync } from "node:sqlite";
+import { DocumentValidationError } from "./document-errors";
+
+export type DocumentSection = {
+  id: string; title: string; content: string; summary: string;
+};
+export type SectionOperation =
+  | { op: "update"; id: string; content?: string; summary?: string }
+  | { op: "insert"; after: string; content: string; summary: string }
+  | { op: "delete"; id: string }
+  | { op: "move"; id: string; after: string };
+export type SectionEdit = { revision: number; operations: SectionOperation[] };
+const hash = (text: string) => createHash("sha256").update(text).digest("hex");
+
+// Preserve every byte, including CRLF and separators. H3-H6 belong to their H2 chapter.
+export function splitSections(content: string): DocumentSection[] {
+  const starts: { offset: number; title: string }[] = [{ offset: 0, title: "导言" }];
+  let offset = 0;
+  let fence: { marker: string; length: number } | undefined;
+  for (const line of content.match(/[^\n]*\n|[^\n]+$/g) ?? []) {
+    const opening = line.match(/^ {0,3}(`{3,}|~{3,})(.*?)(?:\r?\n)?$/);
+    if (fence) {
+      if (new RegExp(`^ {0,3}${fence.marker}{${fence.length},}[ \\t]*\\r?\\n?$`).test(line)) fence = undefined;
+    } else if (opening && !(opening[1][0] === "`" && opening[2].includes("`"))) {
+      fence = { marker: opening[1][0], length: opening[1].length };
+    } else {
+      const heading = line.match(/^##(?:[ \t]+(.*?))?[ \t]*\r?\n?$/);
+      if (heading) starts.push({ offset, title: (heading[1] ?? "").replace(/[ \t]+#+[ \t]*$/, "").trim() });
+    }
+    offset += line.length;
+  }
+  const seen = new Map<string, number>();
+  return starts.map((start, index) => {
+    const occurrence = seen.get(start.title) ?? 0;
+    seen.set(start.title, occurrence + 1);
+    return { id: index === 0 ? "preamble" : "s_" + hash(`${start.title}\0${occurrence}`).slice(0, 24),
+      title: start.title, content: content.slice(start.offset, starts[index + 1]?.offset), summary: "" };
+  });
+}
+
+export function sectionSchema(db: DatabaseSync) {
+  db.exec(`CREATE TABLE IF NOT EXISTS document_sections (
+    document_id TEXT PRIMARY KEY REFERENCES documents(id), payload TEXT NOT NULL
+  );
+  CREATE TABLE IF NOT EXISTS document_section_revisions (
+    document_id TEXT NOT NULL REFERENCES documents(id), revision INTEGER NOT NULL,
+    payload TEXT NOT NULL, PRIMARY KEY(document_id, revision)
+  );`);
+}
+
+export function loadSections(db: DatabaseSync, documentId: string, content: string): DocumentSection[] {
+  const row = db.prepare("SELECT payload FROM document_sections WHERE document_id=?")
+    .get(documentId) as { payload: string } | undefined;
+  if (!row) return splitSections(content);
+  const sections = JSON.parse(row.payload) as DocumentSection[];
+  // A legacy writer must not leave an apparently current outline over different Markdown.
+  return sections.map((s) => s.content).join("") === content ? sections : reconcileSections(content, sections);
+}
+
+export function reconcileSections(content: string, previous: DocumentSection[]): DocumentSection[] {
+  const unused = new Set(previous);
+  return splitSections(content).map((section) => {
+    const prior = section.id === "preamble" ? previous.find((p) => p.id === "preamble") :
+      previous.find((p) => p.id !== "preamble" && unused.has(p) && p.content === section.content) ??
+      previous.find((p) => p.id !== "preamble" && unused.has(p) && p.title === section.title);
+    if (prior) unused.delete(prior);
+    return { ...section, id: prior?.id ?? (section.id === "preamble" ? "preamble" : "s_" + randomUUID()),
+      summary: prior?.content === section.content ? prior.summary : "" };
+  });
+}
+
+export function persistSections(db: DatabaseSync, documentId: string, revision: number, sections: DocumentSection[]) {
+  const payload = JSON.stringify(sections);
+  db.prepare(`INSERT INTO document_sections VALUES (?,?) ON CONFLICT(document_id)
+    DO UPDATE SET payload=excluded.payload`).run(documentId, payload);
+  db.prepare("INSERT INTO document_section_revisions VALUES (?,?,?)").run(documentId, revision, payload);
+}
+
+export function outline(sections: DocumentSection[]) {
+  return sections.map(({ content, ...section }, position) => ({ ...section, position,
+    contentHash: hash(content), summaryStatus: section.summary.trim() ? "current" : "missing" }));
+}
+
+export function parseSectionEdit(value: unknown): SectionEdit {
+  if (!value || typeof value !== "object" || Array.isArray(value)) throw new DocumentValidationError("Expected section edit object");
+  const row = value as Record<string, unknown>;
+  if (Object.keys(row).some((key) => !["revision", "operations"].includes(key)) ||
+      !Number.isSafeInteger(row.revision) || (row.revision as number) < 1 || !Array.isArray(row.operations) ||
+      !row.operations.length || row.operations.length > 100) throw new DocumentValidationError("Provide revision and 1 to 100 operations");
+  for (const raw of row.operations) {
+    if (!raw || typeof raw !== "object" || Array.isArray(raw)) throw new DocumentValidationError("Invalid operation");
+    const op = raw as Record<string, unknown>;
+    const fields: Record<string, string[]> = { update: ["op", "id", "content", "summary"],
+      insert: ["op", "after", "content", "summary"], delete: ["op", "id"], move: ["op", "id", "after"] };
+    if (typeof op.op !== "string" || !Object.hasOwn(fields, op.op) || Object.keys(op).some((key) => !fields[op.op as string].includes(key)))
+      throw new DocumentValidationError("Unknown operation or field");
+    for (const key of fields[op.op].filter((key) => !["content", "summary", "op"].includes(key)))
+      if (typeof op[key] !== "string" || !(op[key] as string).length) throw new DocumentValidationError("Missing section identifier");
+    for (const key of ["content", "summary"])
+      if (op[key] !== undefined && typeof op[key] !== "string") throw new DocumentValidationError(`Invalid ${key}`);
+    if (op.op === "update" && op.content === undefined && op.summary === undefined) throw new DocumentValidationError("Empty update");
+    if (op.op === "insert" && (typeof op.content !== "string" || typeof op.summary !== "string" || !op.summary.trim()))
+      throw new DocumentValidationError("Insert requires content and summary");
+    if (typeof op.summary === "string" && (!op.summary.trim() || op.summary.length > 8000))
+      throw new DocumentValidationError("Summary must contain 1 to 8000 characters");
+  }
+  return { revision: row.revision as number, operations: row.operations as SectionOperation[] };
+}
+
+export function applySectionOperations(previous: DocumentSection[], operations: SectionOperation[]) {
+  const sections = previous.map((section) => ({ ...section }));
+  function index(id: string) {
+    const result = sections.findIndex((s) => s.id === id);
+    if (result < 0) throw new DocumentValidationError("Unknown section id");
+    return result;
+  }
+  for (const op of operations) {
+    if (op.op === "insert") {
+      sections.splice(index(op.after) + 1, 0, { id: "s_" + randomUUID(), title: "", content: op.content, summary: op.summary });
+    } else {
+      const at = index(op.id);
+      if (op.op === "update") {
+        if (op.content !== undefined && op.content !== sections[at].content) sections[at].summary = "";
+        if (op.content !== undefined) sections[at].content = op.content;
+        if (op.summary !== undefined) sections[at].summary = op.summary;
+      } else {
+        if (op.id === "preamble") throw new DocumentValidationError("Cannot delete or move the preamble");
+        if (op.op === "delete") sections.splice(at, 1);
+        else {
+          if (op.id === op.after) throw new DocumentValidationError("Cannot move section after itself");
+          index(op.after);
+          const [section] = sections.splice(at, 1);
+          sections.splice(index(op.after) + 1, 0, section);
+        }
+      }
+    }
+  }
+  const content = sections.map((s) => s.content).join("");
+  const parsed = splitSections(content);
+  if (parsed.length !== sections.length || parsed.some((s, i) => s.content !== sections[i].content))
+    throw new DocumentValidationError("Each chapter must start with one H2 heading; preserve newline boundaries and balanced fences");
+  return sections.map((s, i) => ({ ...s, title: parsed[i].title }));
+}

apps/docs/src/lib/documents-api.ts

@@ -0,0 +1,51 @@
+import type { NextApiRequest, NextApiResponse } from "next";
+import { authenticateDocumentKey } from "./document-keys";
+import { DocumentConflictError, DocumentValidationError, validateDocument, type Doc } from "./docs";
+
+export function authorizeDocuments(request: NextApiRequest, response: NextApiResponse, write = false) {
+  response.setHeader("Cache-Control", "private, no-store");
+  response.setHeader("X-Content-Type-Options", "nosniff");
+  const header = request.headers.authorization;
+  const token = typeof header === "string" && header.startsWith("Bearer ") ? header.slice(7) : undefined;
+  const key = authenticateDocumentKey(token);
+  if (!key) {
+    response.status(401).json({ error: "需要有效的文档 API Key", code: "unauthorized" });
+    return null;
+  }
+  if (write && key.scope !== "read-write") {
+    response.status(403).json({ error: "该 API Key 仅允许读取文档", code: "read_only" });
+    return null;
+  }
+  return key;
+}
+export function documentApiError(response: NextApiResponse, error: unknown) {
+  if (error instanceof DocumentConflictError)
+    return response.status(409).json({ error: error.message, code: "conflict" });
+  if (error instanceof DocumentValidationError)
+    return response.status(400).json({ error: error.message, code: "invalid_document" });
+  return response.status(503).json({ error: "文档数据库暂时不可用", code: "unavailable" });
+}
+export function parseDocument(value: unknown): Doc {
+  if (!value || typeof value !== "object" || Array.isArray(value)) throw new DocumentValidationError("Expected a document object");
+  const row = value as Record<string, unknown>;
+  const fields = ["slug", "sourceSlug", "title", "category", "collection", "group", "description", "draft", "featured", "content", "revision"];
+  if (Object.keys(row).some((key) => !fields.includes(key))) throw new DocumentValidationError("Unknown document field");
+  const doc = Object.fromEntries(fields.map((key) => [key, row[key]])) as Doc;
+  validateDocument(doc);
+  if (!Number.isSafeInteger(doc.revision) || doc.revision < 0) throw new DocumentValidationError("Provide expected revision");
+  return doc;
+}
+export function pagination(request: NextApiRequest) {
+  const number = (value: string | string[] | undefined, fallback: number) => {
+    if (value === undefined) return fallback;
+    if (typeof value !== "string" || !/^\d+$/.test(value)) throw new DocumentValidationError("Invalid pagination");
+    return Number(value);
+  };
+  return { limit: number(request.query.limit, 50), offset: number(request.query.offset, 0) };
+}
+export function idempotency(request: NextApiRequest, namespace: string) {
+  const id = request.headers["idempotency-key"];
+  if (id === undefined) return undefined;
+  if (typeof id !== "string" || !/^[A-Za-z0-9._:-]{1,128}$/.test(id)) throw new DocumentValidationError("Invalid Idempotency-Key");
+  return { namespace, id };
+}

apps/docs/src/pages/api/documents/batch.ts

@@ -0,0 +1,22 @@
+import type { NextApiRequest, NextApiResponse } from "next";
+import { DocumentValidationError, saveDocumentBatch } from "@/lib/docs";
+import { authorizeDocuments, documentApiError, idempotency, parseDocument } from "@/lib/documents-api";
+
+export const config = { api: { bodyParser: { sizeLimit: "8mb" } } };
+export default function handler(request: NextApiRequest, response: NextApiResponse) {
+  try {
+    const key = authorizeDocuments(request, response, true);
+    if (!key) return;
+    if (request.method !== "POST") {
+      response.setHeader("Allow", "POST");
+      return response.status(405).end();
+    }
+    const body = request.body;
+    if (!body || typeof body !== "object" || Array.isArray(body) ||
+        Object.keys(body).length !== 1 || !Array.isArray(body.documents) ||
+        !body.documents.length || body.documents.length > 100)
+      throw new DocumentValidationError("Expected { documents: [...] } with 1 to 100 documents");
+    const documents = body.documents.map((row: unknown) => parseDocument(row));
+    return response.status(200).json(saveDocumentBatch(documents, idempotency(request, key.id)));
+  } catch (error) { return documentApiError(response, error); }
+}

apps/docs/src/pages/api/documents/index.ts

@@ -0,0 +1,21 @@
+import type { NextApiRequest, NextApiResponse } from "next";
+import { documentPage, saveDocumentBatch } from "@/lib/docs";
+import { authorizeDocuments, documentApiError, idempotency, pagination, parseDocument } from "@/lib/documents-api";
+
+export const config = { api: { bodyParser: { sizeLimit: "8mb" } } };
+export default function handler(request: NextApiRequest, response: NextApiResponse) {
+  try {
+    const key = authorizeDocuments(request, response, request.method === "POST");
+    if (!key) return;
+    if (request.method === "GET") {
+      const { limit, offset } = pagination(request);
+      return response.status(200).json(documentPage(limit, offset));
+    }
+    if (request.method === "POST") {
+      const result = saveDocumentBatch([parseDocument(request.body)], idempotency(request, key.id));
+      return response.status(200).json({ document: result.documents[0], replayed: result.replayed });
+    }
+    response.setHeader("Allow", "GET, POST");
+    return response.status(405).end();
+  } catch (error) { return documentApiError(response, error); }
+}

apps/docs/src/pages/api/documents/item/[...slug].ts

@@ -0,0 +1,30 @@
+import type { NextApiRequest, NextApiResponse } from "next";
+import { DocumentValidationError, documentHistoryPage, documentRevision, readDocument } from "@/lib/docs";
+import { authorizeDocuments, documentApiError, pagination } from "@/lib/documents-api";
+
+export default function handler(request: NextApiRequest, response: NextApiResponse) {
+  try {
+    if (!authorizeDocuments(request, response)) return;
+    if (request.method !== "GET") {
+      response.setHeader("Allow", "GET");
+      return response.status(405).end();
+    }
+    const slug = request.query.slug;
+    if (!Array.isArray(slug)) throw new DocumentValidationError("Invalid document slug");
+    const doc = readDocument(slug.join("/"));
+    if (!doc) return response.status(404).json({ error: "文档不存在", code: "not_found" });
+    if (request.query.revision !== undefined) {
+      if (request.query.history !== undefined || typeof request.query.revision !== "string" || !/^\d+$/.test(request.query.revision))
+        throw new DocumentValidationError("Invalid revision query");
+      const prior = documentRevision(doc.sourceSlug, Number(request.query.revision));
+      if (!prior) return response.status(404).json({ error: "修订不存在", code: "not_found" });
+      return response.status(200).json(prior);
+    }
+    if (request.query.history !== undefined) {
+      if (request.query.history !== "1") throw new DocumentValidationError("Use history=1");
+      const { limit, offset } = pagination(request);
+      return response.status(200).json(documentHistoryPage(doc.sourceSlug, limit, offset));
+    }
+    return response.status(200).json(doc);
+  } catch (error) { return documentApiError(response, error); }
+}

apps/docs/src/pages/api/documents/sections/[...slug].ts

@@ -0,0 +1,37 @@
+import type { NextApiRequest, NextApiResponse } from "next";
+import { DocumentValidationError, readDocumentSections, editDocumentSections } from "@/lib/docs";
+import { outline } from "@/lib/document-sections";
+import { authorizeDocuments, documentApiError, idempotency } from "@/lib/documents-api";
+
+export const config = { api: { bodyParser: { sizeLimit: "8mb" } } };
+export default function handler(request: NextApiRequest, response: NextApiResponse) {
+  try {
+    const key = authorizeDocuments(request, response, request.method === "POST");
+    if (!key) return;
+    if (request.method !== "GET" && request.method !== "POST") {
+      response.setHeader("Allow", "GET, POST");
+      return response.status(405).end();
+    }
+    if (!Array.isArray(request.query.slug)) throw new DocumentValidationError("Invalid document slug");
+    const slug = request.query.slug.join("/");
+    if (Object.keys(request.query).some((k) => !["slug", "section", "revision"].includes(k)))
+      throw new DocumentValidationError("Unknown section query");
+    if (request.method === "POST") {
+      if (request.query.section !== undefined || request.query.revision !== undefined)
+        throw new DocumentValidationError("POST uses revision and operations in the body");
+      const saved = editDocumentSections(slug, request.body, idempotency(request, key.id));
+      return saved ? response.status(200).json(saved) : response.status(404).json({ code: "not_found" });
+    }
+    const revision = request.query.revision;
+    if (revision !== undefined && (typeof revision !== "string" || !/^[1-9]\d*$/.test(revision)))
+      throw new DocumentValidationError("Invalid revision");
+    const doc = readDocumentSections(slug, revision === undefined ? undefined : Number(revision));
+    if (!doc) return response.status(404).json({ code: "not_found" });
+    const selected = request.query.section;
+    if (selected === undefined) return response.status(200).json({ ...doc, sections: outline(doc.sections) });
+    const ids = typeof selected === "string" ? [selected] : selected;
+    if (!ids.length || ids.length > 100 || ids.some((id) => !id)) throw new DocumentValidationError("Select 1 to 100 sections");
+    if (ids.some((id) => !doc.sections.some((s) => s.id === id))) return response.status(404).json({ code: "not_found" });
+    return response.status(200).json({ ...doc, sections: doc.sections.filter((s) => ids.includes(s.id)) });
+  } catch (error) { return documentApiError(response, error); }
+}

apps/docs/src/proxy.ts

@@ -1,5 +1,6 @@
 import { NextResponse, type NextRequest } from "next/server";
 import { authConfig, SESSION_COOKIE, validSession } from "./lib/auth";
+import { authenticateDocumentKey } from "./lib/document-keys";
 export function proxy(request: NextRequest) {
   const path = request.nextUrl.pathname;
   const headers = {
@@ -31,6 +32,14 @@ export function proxy(request: NextRequest) {
     ? authorization.slice(7)
     : undefined;
   const token = bearer ?? request.cookies.get(SESSION_COOKIE)?.value;
+  // Document keys are scoped to the document API; they never authenticate other pages or APIs.
+  if (bearer && (path === "/api/documents" || path.startsWith("/api/documents/"))) {
+    try {
+      if (authenticateDocumentKey(bearer)) return NextResponse.next({ headers });
+    } catch {
+      return NextResponse.json({ error: "文档认证暂时不可用" }, { status: 503, headers });
+    }
+  }
   if (validSession(token, config)) {
     if (!["GET", "HEAD", "OPTIONS"].includes(request.method) && !bearer) {
       try {

apps/docs/src/styles/globals.css

@@ -1473,6 +1473,13 @@ svg { flex-shrink: 0; }
 
 .research-distribution { margin: 24px 0 38px; }
 .research-distribution figure { margin: 20px 0; }
+.ai-research .income-statistics { min-width: 1200px; }
+/* Row-spanning category headings shift cell indexes between rows. */
+.ai-research .income-statistics td { min-width: 0; }
+.ai-research .income-statistics th[scope="rowgroup"] { min-width: 150px; white-space: nowrap; }
+.ai-research .income-statistics th[scope="rowgroup"] small { display: block; margin-top: 5px; }
+.ai-research .income-statistics td:not(:last-child) { white-space: nowrap; }
+.ai-research .income-statistics td:last-child { min-width: 220px; }
 .income-distribution-chart { display: block; width: 100%; min-width: 900px; height: auto; }
 .income-distribution-chart [role="button"] { cursor: pointer; outline: none; }
 .income-distribution-chart [role="button"]:focus circle:last-child { stroke: #b17725; stroke-width: 3; }

apps/docs/tests/documents-api.test.ts

@@ -0,0 +1,258 @@
+import assert from "node:assert/strict";
+import { test } from "node:test";
+import { mkdtempSync, rmSync, writeFileSync, readFileSync } from "node:fs";
+import { tmpdir } from "node:os";
+import { join } from "node:path";
+import type { NextApiRequest, NextApiResponse } from "next";
+import documents from "../src/pages/api/documents/index";
+import batch from "../src/pages/api/documents/batch";
+import item from "../src/pages/api/documents/item/[...slug]";
+import sections from "../src/pages/api/documents/sections/[...slug]";
+import { splitSections } from "../src/lib/document-sections";
+import { openSiteDatabase } from "../src/lib/site-database";
+import { createDocumentKey, authenticateDocumentKey, revokeDocumentKey, listDocumentKeys } from "../src/lib/document-keys";
+import { allDocuments, documentHistory, readDocument, saveDocument, readDocumentSections, type Doc } from "../src/lib/docs";
+import { newAuthConfig, signSession } from "../src/lib/auth";
+
+const input: Doc = { slug: "endor/example", sourceSlug: "00-example", title: "Example", category: "Endor",
+  collection: "Endor 文档", group: "讨论", description: "Description", draft: true, featured: false,
+  content: "# Example\n\nOriginal body", revision: 0 };
+type Options = { method?: string; body?: unknown; headers?: Record<string, string>;
+  query?: Record<string, string | string[]> };
+function call(handler: (req: NextApiRequest, res: NextApiResponse) => unknown, options: Options = {}) {
+  let status = 200;
+  let body: unknown;
+  const headers: Record<string, string> = {};
+  const response = {
+    status(value: number) { status = value; return this; },
+    setHeader(name: string, value: string) { headers[name.toLowerCase()] = value; return this; },
+    json(value: unknown) { body = value; return this; },
+    end() { return this; },
+  };
+  handler({ method: options.method ?? "GET", body: options.body, headers: options.headers ?? {},
+    query: options.query ?? {} } as unknown as NextApiRequest, response as unknown as NextApiResponse);
+  return { status, body, headers };
+}
+function isolated(run: (context: { directory: string; headers: Record<string, string> }) => void) {
+  const directory = mkdtempSync(join(tmpdir(), "tabularium-doc-api-"));
+  const previous = process.env.AUTH_CONFIG_FILE;
+  process.env.AUTH_CONFIG_FILE = join(directory, "config.json");
+  writeFileSync(process.env.AUTH_CONFIG_FILE, JSON.stringify(newAuthConfig()), { mode: 0o600 });
+  try {
+    const key = createDocumentKey("test uploader");
+    run({ directory, headers: { authorization: "Bearer " + key.token } });
+  } finally {
+    if (previous === undefined) delete process.env.AUTH_CONFIG_FILE;
+    else process.env.AUTH_CONFIG_FILE = previous;
+    rmSync(directory, { recursive: true, force: true });
+  }
+}
+
+test("new API requires document keys, rejects browser cookies and broad web sessions", () => isolated(() => {
+  assert.equal(call(documents).status, 401);
+  assert.equal(call(documents, { headers: { authorization: "Bearer invalid" } }).status, 401);
+  const config = JSON.parse(readFileSync(process.env.AUTH_CONFIG_FILE!, "utf8"));
+  const token = signSession(config);
+  assert.equal(call(documents, { headers: { authorization: "Bearer " + token } }).status, 401);
+  assert.equal(call(documents, { headers: { cookie: "tabularium_session=" + token } }).status, 401);
+  assert.deepEqual(allDocuments(), []);
+}));
+
+test("key scopes, revocation, expiry and secret-free listing are persistent", () => isolated(({ directory }) => {
+  const key = createDocumentKey("reader", "read", 1);
+  const headers = { authorization: "Bearer " + key.token };
+  assert.equal(call(documents, { headers }).status, 200);
+  assert.equal(call(documents, { method: "POST", headers, body: input }).status, 403);
+  assert.equal(call(batch, { method: "POST", headers, body: { documents: [input] } }).status, 403);
+  assert.ok(!JSON.stringify(listDocumentKeys()).includes(key.token));
+  assert.ok(!readFileSync(join(directory, "login-state.sqlite")).includes(Buffer.from(key.token)));
+  assert.equal(authenticateDocumentKey(key.token, key.expiresAt), null);
+  revokeDocumentKey(key.id);
+  assert.equal(call(documents, { headers }).status, 401);
+  const revoked = listDocumentKeys().find((row) => row.id === key.id);
+  assert.ok(revoked); assert.equal(typeof revoked.revokedAt, "number");
+}));
+
+test("single save, aliases, metadata and historical content are visible without rebuilding", () => isolated(({ headers }) => {
+  assert.equal(call(documents, { method: "POST", headers, body: input }).status, 200);
+  assert.equal((call(item, { headers, query: { slug: input.slug.split("/") } }).body as Doc).revision, 1);
+  const changed = { ...input, revision: 1, slug: "endor/renamed", content: "# Changed", collection: "新合集" };
+  assert.equal(call(documents, { method: "POST", headers, body: changed }).status, 200);
+  assert.equal((call(item, { headers, query: { slug: input.slug.split("/") } }).body as Doc).slug, changed.slug);
+  assert.equal((call(item, { headers, query: { slug: [input.sourceSlug], revision: "1" } }).body as Doc).content, input.content);
+  const history = call(item, { headers, query: { slug: [input.sourceSlug], history: "1", limit: "1" } });
+  const page = history.body as { revisions: Doc[]; total: number; nextOffset: number };
+  assert.equal(page.total, 2);
+  assert.equal(page.nextOffset, 1);
+  assert.equal(page.revisions[0].revision, 2);
+  assert.equal(page.revisions[0].content, undefined);
+  assert.equal(call(item, { headers, query: { slug: [input.sourceSlug], revision: "99" } }).status, 404);
+  assert.equal(call(item, { headers, query: { slug: [input.sourceSlug], revision: "0" } }).status, 400);
+}));
+
+test("pagination returns metadata only with strict bounds", () => isolated(({ headers }) => {
+  const second = { ...input, slug: "endor/second", sourceSlug: "01-second" };
+  assert.equal(call(batch, { method: "POST", headers, body: { documents: [input, second] } }).status, 200);
+  const result = call(documents, { headers, query: { limit: "1" } });
+  const page = result.body as { documents: Doc[]; total: number; nextOffset: number };
+  assert.equal(page.total, 2); assert.equal(page.nextOffset, 1);
+  assert.equal(page.documents[0].content, undefined);
+  assert.equal((call(documents, { headers, query: { limit: "1", offset: "1" } }).body as typeof page).documents[0].slug, second.slug);
+  const invalidQueries: Record<string, string | string[]>[] = [
+    { limit: "101" }, { offset: "-1" }, { limit: ["1", "2"] }, { limit: "1e2" },
+  ];
+  for (const query of invalidQueries) assert.equal(call(documents, { headers, query }).status, 400);
+  assert.equal(result.headers["cache-control"], "private, no-store");
+}));
+
+test("late batch conflict rolls back earlier rows and their revision history", () => isolated(({ headers }) => {
+  saveDocument({ ...input, slug: "endor/existing", sourceSlug: "existing" }, 0);
+  const conflict = { ...input, slug: "endor/existing", sourceSlug: "existing", revision: 0 };
+  assert.equal(call(batch, { method: "POST", headers, body: { documents: [input, conflict] } }).status, 409);
+  assert.equal(readDocument(input.slug), null);
+  assert.equal(documentHistory(input.sourceSlug).length, 0);
+  assert.equal(documentHistory("existing").length, 1);
+  assert.equal(allDocuments().length, 1);
+}));
+
+test("idempotent retries return the original receipt without creating another revision", () => isolated(({ headers }) => {
+  const keyed = { ...headers, "idempotency-key": "upload-1" };
+  const first = call(documents, { method: "POST", headers: keyed, body: input });
+  const second = call(documents, { method: "POST", headers: keyed, body: input });
+  assert.equal(first.status, 200); assert.equal(second.status, 200);
+  assert.equal((second.body as { replayed: boolean }).replayed, true);
+  assert.equal(documentHistory(input.sourceSlug).length, 1);
+  assert.equal(call(documents, { method: "POST", headers: keyed, body: { ...input, content: "Different" } }).status, 409);
+  assert.equal(call(documents, { method: "POST", headers, body: input }).status, 409);
+}));
+
+test("invalid batch members, duplicate identifiers, raw images and malformed fields never write", () => isolated(({ headers }) => {
+  for (const body of [{ documents: [] }, { documents: [input, input] },
+    { documents: [input], unexpected: true }, { documents: Array.from({ length: 101 }, () => input) }])
+    assert.equal(call(batch, { method: "POST", headers, body }).status, 400);
+  for (const body of [{ ...input, revision: undefined }, { ...input, typo: true },
+    { ...input, slug: "../private" }, { ...input, content: "![raw](/figures/original.png)" }, null])
+    assert.equal(call(documents, { method: "POST", headers, body }).status, 400);
+  assert.deepEqual(allDocuments(), []);
+  assert.equal(call(documents, { method: "DELETE", headers }).status, 405);
+  assert.equal(call(item, { headers, query: { slug: ["missing"] } }).status, 404);
+}));
+
+const chapterContent = "# Example\n\nIntroduction.\n\n## First\n\nFirst body.\n\n### Detail\n\nChild stays in chapter.\n\n## Second\n\nSecond body.\n";
+type SectionResponse = { revision: number; replayed?: boolean;
+  sections: { id: string; title: string; summary: string; summaryStatus?: string; content?: string }[] };
+const chapterQuery = { slug: input.slug.split("/") };
+
+test("chapter parser preserves bytes, fences, duplicate headings and CRLF", () => {
+  const content = "# Title\r\n\r\n## Repeated\r\n~~~text\r\n## Inside fence\r\n~~~\r\n### Nested\r\n```js\r\n## Also inside\r\n````\r\n\r\n## Repeated\r\nTail";
+  const parts = splitSections(content);
+  assert.equal(parts.length, 3);
+  assert.notEqual(parts[1].id, parts[2].id);
+  assert.equal(parts.map((p) => p.content).join(""), content);
+  assert.equal(parts[1].title, "Repeated");
+  assert.ok(parts[1].content.includes("### Nested"));
+  assert.equal(splitSections("").length, 1);
+  assert.equal(splitSections("# Title\n\n- Item\n  ## List detail\n\n> ## Quoted\n").length, 1);
+});
+
+test("outline reads existing Markdown without changing it and returns only selected bodies", () => isolated(({ headers }) => {
+  saveDocument({ ...input, content: chapterContent }, 0);
+  const db = openSiteDatabase();
+  db.exec("DELETE FROM document_sections; DELETE FROM document_section_revisions;"); db.close();
+  const result = call(sections, { headers, query: chapterQuery });
+  assert.equal(result.status, 200);
+  const outline = result.body as SectionResponse;
+  assert.equal(outline.revision, 1); assert.equal(outline.sections.length, 3);
+  assert.deepEqual(outline.sections.map((s) => s.title), ["导言", "First", "Second"]);
+  assert.ok(outline.sections.every((s) => s.content === undefined && s.summaryStatus === "missing"));
+  const selected = call(sections, { headers, query: { ...chapterQuery, section: outline.sections[1].id } }).body as SectionResponse;
+  assert.equal(selected.sections.length, 1);
+  assert.ok(selected.sections[0].content!.includes("### Detail"));
+  assert.equal(readDocument(input.slug)!.content, chapterContent);
+  assert.equal(call(sections, { headers, query: { ...chapterQuery, section: "missing" } }).status, 404);
+  assert.equal(call(sections, { headers, query: { ...chapterQuery, revision: "0" } }).status, 400);
+}));
+
+test("internal summaries persist separately and chapter updates leave other bytes untouched", () => isolated(({ headers }) => {
+  saveDocument({ ...input, content: chapterContent }, 0);
+  const before = readDocumentSections(input.slug)!;
+  const first = before.sections[1]; const second = before.sections[2];
+  const changed = first.content.replace("First body.", "Revised body.");
+  const edited = call(sections, { method: "POST", headers, query: chapterQuery, body: { revision: 1, operations: [
+    { op: "update", id: first.id, content: changed, summary: "INTERNAL_SUMMARY_FIRST" },
+    { op: "update", id: second.id, summary: "INTERNAL_SUMMARY_SECOND" },
+  ] } });
+  assert.equal(edited.status, 200);
+  const after = readDocumentSections(input.slug)!;
+  assert.equal(after.revision, 2); assert.equal(after.sections[1].id, first.id);
+  assert.equal(after.sections[0].content, before.sections[0].content);
+  assert.equal(after.sections[2].content, before.sections[2].content);
+  assert.equal(after.sections[1].summary, "INTERNAL_SUMMARY_FIRST");
+  assert.equal(readDocument(input.slug)!.content, chapterContent.replace("First body.", "Revised body."));
+  assert.ok(!JSON.stringify(allDocuments()).includes("INTERNAL_SUMMARY"));
+  assert.ok(!JSON.stringify(call(item, { headers, query: chapterQuery }).body).includes("INTERNAL_SUMMARY"));
+  assert.ok(!JSON.stringify(call(documents, { headers }).body).includes("INTERNAL_SUMMARY"));
+  const history = readDocumentSections(input.slug, 1)!;
+  assert.equal(history.sections[1].content, first.content); assert.equal(history.sections[1].summary, "");
+  assert.equal(readDocumentSections(input.slug, 2)!.sections[1].summary, "INTERNAL_SUMMARY_FIRST");
+}));
+
+test("insert, move and delete chapters commit together with replay and conflict protection", () => isolated(({ headers }) => {
+  saveDocument({ ...input, content: chapterContent }, 0);
+  const before = readDocumentSections(input.slug)!;
+  const first = before.sections[1]; const second = before.sections[2];
+  const body = { revision: 1, operations: [
+    { op: "move", id: second.id, after: "preamble" },
+    { op: "delete", id: first.id },
+    { op: "insert", after: second.id, content: "## New chapter\n\nNew body.\n", summary: "New material" },
+  ] };
+  const options = { method: "POST", headers: { ...headers, "idempotency-key": "chapters-1" }, query: chapterQuery, body };
+  assert.equal(call(sections, options).status, 200);
+  const repeated = call(sections, options);
+  assert.equal(repeated.status, 200); assert.equal((repeated.body as SectionResponse).replayed, true);
+  const after = readDocumentSections(input.slug)!;
+  assert.deepEqual(after.sections.map((s) => s.title), ["导言", "Second", "New chapter"]);
+  assert.equal(after.sections[1].content, second.content);
+  assert.equal(after.revision, 2); assert.equal(documentHistory(input.sourceSlug).length, 2);
+  assert.equal(call(sections, { ...options, body: { ...body, revision: 2 } }).status, 409);
+  assert.equal(call(sections, { ...options, headers }).status, 409);
+  assert.equal(saveDocument({ ...readDocument(input.slug)!, description: "Changed metadata" }, 2).revision, 3);
+  assert.equal(readDocumentSections(input.slug)!.sections[2].summary, "New material");
+}));
+
+test("invalid late operation rolls back content, summary and history; read-only keys cannot edit", () => isolated(({ headers }) => {
+  saveDocument({ ...input, content: chapterContent }, 0);
+  const before = readDocumentSections(input.slug)!;
+  const invalid = [
+    [{ op: "update", id: before.sections[1].id, summary: "Should roll back" }, { op: "delete", id: "missing" }],
+    [{ op: "delete", id: "preamble" }],
+    [{ op: "move", id: before.sections[1].id, after: before.sections[1].id }],
+    [{ op: "update", id: before.sections[1].id, content: "## First\n\n## Extra\n" }],
+    [{ op: "update", id: before.sections[1].id, content: "## First\n![raw](/figures/raw.png)\n" }],
+    [{ op: "insert", after: "preamble", content: "## Missing summary\n" }],
+    [{ op: "delete", id: before.sections[1].id, unexpected: true }],
+  ];
+  for (const operations of invalid) {
+    assert.equal(call(sections, { method: "POST", headers, query: chapterQuery, body: { revision: 1, operations } }).status, 400);
+    assert.deepEqual(readDocumentSections(input.slug), before);
+    assert.equal(documentHistory(input.sourceSlug).length, 1);
+  }
+  assert.equal(call(sections, { query: chapterQuery }).status, 401);
+  const reader = createDocumentKey("chapter reader", "read");
+  const readHeaders = { authorization: "Bearer " + reader.token };
+  assert.equal(call(sections, { headers: readHeaders, query: chapterQuery }).status, 200);
+  assert.equal(call(sections, { method: "POST", headers: readHeaders, query: chapterQuery, body: { revision: 1, operations: [] } }).status, 403);
+}));
+
+test("full-document saves invalidate changed chapter summaries and preserve unaffected summaries and ids", () => isolated(({ headers }) => {
+  saveDocument({ ...input, content: chapterContent }, 0);
+  const before = readDocumentSections(input.slug)!;
+  assert.equal(call(sections, { method: "POST", headers, query: chapterQuery, body: { revision: 1, operations:
+    before.sections.map((s) => ({ op: "update", id: s.id, summary: "Summary of " + s.title })) } }).status, 200);
+  saveDocument({ ...readDocument(input.slug)!, content: chapterContent.replace("First body.", "Changed externally.") }, 2);
+  const after = readDocumentSections(input.slug)!;
+  assert.equal(after.sections[1].id, before.sections[1].id);
+  assert.equal(after.sections[1].summary, "");
+  assert.equal(after.sections[2].summary, "Summary of Second");
+  assert.equal(readDocumentSections(input.slug, 2)!.sections[1].summary, "Summary of First");
+}));

apps/docs/tests/research.test.ts

@@ -23,9 +23,9 @@ 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, 1021);
-    assert.equal(initial.evidence.length, 1209);
-    assert.equal(initial.observations.length, 189);
+    assert.equal(initial.companies.length, 1051);
+    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");
@@ -64,9 +64,9 @@ 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, 54);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 8);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 12);
+  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")!;
   assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
   assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -85,20 +85,47 @@ 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), 1021);
-  assert.equal(summary.reduce((n, c) => n + c.self, 0), 26);
-  assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1);
-  assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 978);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1051);
+  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), 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"));
+  const arena = snapshot.observations.find((o) => o.id === "COARENA-O-CUMULATIVE")!;
+  assert.equal(arena.selection, "historical", "cumulative launch revenue is not a recurring company-wide signal");
+  assert.equal(arena.comparisonGroup, null);
+  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, 14);
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 6);
+  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");
   assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/);
@@ -137,6 +164,43 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", (
   assert.equal(snapshot.companies.find((c) => c.id === "AI070")?.revenueStatus, "unknown");
   assert.equal(snapshot.observations.filter((o) => o.company === "AI070").length, 0,
     "unreadable announcement summaries do not become numeric ARR");
+  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 bluma = snapshot.observations.find((o) => o.id === "BLUMA-O-HISTORICAL-MRR")!;
+  assert.equal(bluma.selection, "historical");
+  assert.ok(bluma.unit !== "USD" && !bluma.observedAt && bluma.comparisonGroup === null);
+  const native = snapshot.observations.find((o) => o.id === "NATIVE-O-ARR-CLAIM")!;
+  assert.equal(native.selection, "crosscheck");
+  assert.ok(!native.metric && !native.observedAt && native.comparisonGroup === null);
+  const marketVolume = snapshot.observations.find((o) => o.id === "PALISADE-O-GMV")!;
+  assert.equal(marketVolume.selection, "excluded", "customer GMV must not establish company revenue or ARR");
+  assert.equal(snapshot.companies.find((c) => c.id === marketVolume.company)?.revenueStatus, "unknown");
+  const pingo = snapshot.observations.find((o) => o.id === "PINGO-O-MRR-JUL25")!;
+  assert.equal(pingo.selection, "historical", "a July 2025 self-report is not a current payment-platform sample");
+  assert.ok(pingo.unit !== "USD" && !pingo.observedAt && pingo.comparisonGroup === null);
+  const designService = snapshot.observations.find((o) => o.id === "SEMIOTIC-O-LAUNCH-REVENUE")!;
+  assert.equal(designService.selection, "historical");
+  assert.ok(!designService.metric && designService.comparisonGroup === null, "four-week service revenue is not MRR or ARR");
+  const restaurantAdoption = snapshot.observations.filter((o) => o.company === "YC32815");
+  assert.ok(restaurantAdoption.length > 0 && restaurantAdoption.every((o) => o.selection === "adoption" && !o.metric),
+    "restaurant count and list price must not produce an invented MRR observation");
+  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");
+  assert.equal(snapshot.observations.find((o) => o.id === "SR25-O-LOOPS-CUSTOMER-SALES")?.selection, "excluded");
+  const portfolio = snapshot.observations.filter((o) => o.company === "AI100");
+  assert.deepEqual(portfolio.filter((o) => o.selection === "signal").map((o) => o.id), ["SR25-O-DRS-PORTFOLIO"],
+    "a product milestone must not be added to its company portfolio as another company");
+  assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR25-O-")).every((o) =>
+    o.unit !== "USD" && !o.metric && !o.observedAt && o.comparisonGroup === null),
+  "access dates and dollar symbols must not invent dated USD income samples");
 });
 
 // Retractions and forecasts must stay visible for review without becoming revenue signals.
@@ -151,7 +215,14 @@ test("retracted ARR and projected margins remain excluded", () => {
   const forecast = snapshot.observations.find((o) => o.kind === "非GAAP毛利率预期")!;
   assert.equal(forecast.selection, "excluded");
   const peec = snapshot.companies.find((c) => c.name === "Peec AI")!;
-  assert.equal(peec.teamBound, ">");
+  assert.equal(peec.team, 100);
+  assert.equal(peec.teamBound, "≥");
+  const currentTeam = snapshot.observations.find((o) => o.id === "PEEC-JOB-TEAM")!;
+  assert.equal(currentTeam.value, peec.team);
+  assert.equal(currentTeam.bound, peec.teamBound);
+  const historicalTeam = snapshot.observations.find((o) => o.id === "O067")!;
+  assert.equal(historicalTeam.value, 70);
+  assert.equal(historicalTeam.bound, ">");
   assert.equal(snapshot.observations.filter((o) => o.company === peec.id && o.selection === "signal").length, 1);
   assert.ok(snapshot.observations.some((o) => o.company === peec.id && o.selection === "historical-estimate"));
 });
@@ -172,8 +243,18 @@ test("directory coverage reconciles every candidate and keeps profile-only incom
     assert.ok(company.profileOnly || company.directoryOrigin === "yc-2025-2026");
     assert.equal(company.url, row.source);
     if (company.profileOnly) assert.equal(company.revenueStatus, "unknown");
-    assert.equal(company.year, row.foundedYear);
-    assert.ok([2025, 2026].includes(company.year!));
+    if (company.id === "YC31370") {
+      assert.equal(row.foundedYear, 2025, "original discovery remains unchanged");
+      assert.equal(company.year, null, "a pivot year cannot settle the company founding year");
+      assert.ok(snapshot.reviews.some((review) => review.id === "DAYJOB-R-COHORT" && review.companyIds?.includes(company.id)));
+    } else if (company.id === "YC36279") {
+      assert.equal(row.foundedYear, 2026, "original Native discovery remains unchanged");
+      assert.equal(company.year, null, "a model launch and YC date cannot settle the older business founding year");
+      assert.ok(snapshot.reviews.some((review) => review.id === "NATIVE-R-COHORT" && review.companyIds?.includes(company.id)));
+    } else {
+      assert.equal(company.year, row.foundedYear);
+      assert.ok([2025, 2026].includes(company.year!));
+    }
   }
   const invalid = structuredClone(snapshot);
   invalid.coverage!.newProfiles += 1;
@@ -187,6 +268,20 @@ test("directory coverage reconciles every candidate and keeps profile-only incom
   assert.throws(() => validateResearch(lostOrigin), /coverage accounting/);
 });
 
+test("business pivots and procurement volume do not become comparable startup ARR", () => {
+  const snapshot = seed as ResearchSnapshot;
+  const dayjob = snapshot.companies.find((company) => company.id === "YC31370")!;
+  assert.equal(dayjob.year, null);
+  assert.equal(dayjob.directoryOrigin, "yc-2025-2026");
+  const milestones = snapshot.observations.filter((observation) => observation.company === dayjob.id);
+  assert.deepEqual(milestones.filter((observation) => observation.selection === "crosscheck").map((observation) => observation.value).sort(), [496000, 653000]);
+  assert.ok(milestones.every((observation) => observation.comparisonGroup === null && !observation.metric && !observation.observedAt));
+  assert.ok(milestones.filter((observation) => [150000, 800000].includes(observation.value)).every((observation) => observation.selection === "excluded"));
+  const procurement = snapshot.observations.find((observation) => observation.id === "SAUDARA-O-SOURCING")!;
+  assert.equal(procurement.selection, "excluded");
+  assert.equal(procurement.comparisonGroup, null);
+});
+
 test("income descriptions report sample dispersion and maximum-value sensitivity", () => {
   const stats = describeIncome([100, 200, 300])!;
   assert.equal(stats.mean, 200);
@@ -208,14 +303,21 @@ test("income descriptions report sample dispersion and maximum-value sensitivity
 test("platform samples exclude stale data and keep ARR, estimates and collections separate", () => {
   const snapshot = seed as ResearchSnapshot;
   const recent = platformIncomeSample(snapshot, { windowDays: 7 });
-  assert.equal(recent.points.length, 14);
-  assert.equal(recent.excluded.length, 3);
+  assert.equal(recent.points.length, 16);
+  assert.equal(recent.excluded.length, 4);
   assert.ok(recent.points.every((p) => p.observation.metric === "mrr" && p.observation.selection === "platform"));
-  assert.deepEqual(new Set(recent.excluded.map((p) => p.observation.company)), new Set(["AI016", "MR013", "MR014"]));
+  assert.deepEqual(new Set(recent.excluded.map((p) => p.observation.company)), new Set(["AI016", "MR013", "MR014", "MR017"]));
   assert.ok(recent.points.some((p) => p.company.name === "TrackAI" && p.observation.connectionExpired), "dated recent value is not a claim of active connection");
   const older = platformIncomeSample(snapshot, { windowDays: 90 });
-  assert.equal(older.points.length, 15);
+  assert.equal(older.points.length, 18);
   assert.ok(older.points.some((p) => p.company.id === "AI016"));
+  assert.ok(!recent.points.some((p) => p.company.id === "MR017"));
+  assert.ok(older.points.some((p) => p.company.id === "MR017" && p.observation.connectionExpired),
+    "an expired connection retains its historical observation date in the wider window");
+  assert.equal(recent.points.find((p) => p.company.id === "MR018")?.value, 67864,
+    "an older Markdown cache must not replace or duplicate the later web snapshot");
+  assert.equal(recent.points.find((p) => p.company.id === "MR019")?.value, 65431,
+    "period-table revenue and revenue snapshots must not replace MRR");
   const scaled = platformIncomeSample(snapshot, { windowDays: 7, annualize: true });
   const monthlyGroups = groupIncome(recent.points);
   const annualGroups = groupIncome(scaled.points);
@@ -279,7 +381,7 @@ test("annual launch archives exclude older companies only with evidence and reus
   assert.equal(batch.complete, false);
   assert.equal(batch.records.length, 19);
   const older = batch.records.filter((r) => r.status === "outside-cohort");
-  assert.equal(older.length, 7);
+  assert.equal(older.length, 16);
   assert.ok(older.every((r) => !r.companyId && r.evidenceIds?.length));
   assert.equal(batch.records.find((r) => r.name === "Trace")?.companyId, "YC30687");
   const trace = snapshot.companies.find((c) => c.id === "YC30687")!;
@@ -300,7 +402,7 @@ 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, 21);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 18);
 });
 
 test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -313,6 +415,15 @@ test("product pivots and founder histories do not become new company years or cu
   assert.equal(candidate.companyId, pivot.id);
   assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((point) => point.company.id === pivot.id));
   assert.ok(!snapshot.observations.some((o) => ["PH-FUNDRAISLY-ABOUT", "LF-PIVOT", "LF-HISTORY"].includes(o.evidence)), "other ventures' ARR, users and funding must not transfer");
+  const candidates = snapshot.candidateBatches!.flatMap((b) => b.records);
+  assert.equal(candidates.find((r) => r.id === "PH26-12")?.status, "outside-cohort",
+    "a brand iteration with an earlier business chain is not a new company");
+  const happycapy = candidates.find((r) => r.id === "PH26-04")!;
+  assert.ok(happycapy.evidenceIds?.includes("FOLLOWUP-CAPY-ACRA"));
+  assert.equal(happycapy.status, "pending-year", "a seller's registration does not establish a new global business");
+  assert.equal(happycapy.companyId, undefined);
+  assert.ok(!snapshot.observations.some((o) => o.evidence.startsWith("FOLLOWUP-")),
+    "registration, funding, app-store prices and client amounts are not company income");
 });
 
 test("follow-up evidence can admit an uncertain directory candidate without rewriting its original status", () => {
@@ -335,7 +446,7 @@ test("Chinese discovery entries preserve unread articles and use separate primar
   assert.equal(batch.records.length, 4);
   assert.ok(batch.records.every((row) => row.kind === "company" && row.profileStatus === "unavailable"));
   assert.equal(batch.records.filter((row) => row.status === "linked").length, 2);
-  assert.equal(batch.records.find((row) => row.name === "Utopai")?.status, "pending-year");
+  assert.equal(batch.records.find((row) => row.name === "Utopai")?.status, "outside-cohort");
   assert.ok(!snapshot.observations.some((o) => ["PS-CODE", "SG-START", "SG-APR", "SSI-HISTORY"].includes(o.evidence)), "task costs, investment, capacity and financing are not revenue");
   const prism = snapshot.companies.find((c) => c.id === "AI075")!;
   assert.equal(prism.team, null, "a team range or linked employees must not become exact headcount");

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-10",
+  "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": "继续复核规则初分和缺项；候选明细见逐条台账。",
+      "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"
     },
     {
@@ -28,8 +28,8 @@
         "techcrunch.com"
       ],
       "initialAccess": "AI栏目可读取",
-      "boundary": "栏目首页选择的3条公司线索已追溯原始资料：Wabi据公开名录2025年份关联公司；DreamHQ与Thrive Holdings成立年待核，后者2025发布公告另存。不是首页全部条目或两年档案；公开分类接口与RSS普通HTTP请求返回403。",
-      "nextCheck": "补可公开取得的2025、2026档案及剩余分页；核DreamHQ、Thrive Holdings成立依据及Wabi精确注册、团队和付费口径。",
+      "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。",
+      "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。 继续核Honeyjar主字段与转载的年份差异、Blueprints原始可读资料与旧建筑业务主体；不把包价、演示金额或建设项目价值当ARR。 本篇待核Aparti精确注册、JustiGuide的2024/2026语义、orchestraos主体与年份及Pytho原始登记；补其余竞赛类别和年度档案，不用同名链接替代核查。 补ticker原始可读页面、Investwise主营及主体、Soundspace成立与AI实际交付；保留Genia结果收费与首页套餐的合同缺项，不把交易、返佣或客户资产年化为ARR。 补Avara可读条款和Lumos登记号对应、其他生物技术候选的AI实际作用及地域主体链；研发、临床、审批计划和药企赞助与当前商业收入分开。 Aparti已补公司自述成立，精确注册/付费及Amie收入仍待核；Pytho已由官网链接原始采访补范围外，不再列年份待核，精确注册留缺。",
       "limitation": "需追溯原始披露，部分文章受访问限制",
       "accessRecheckedAt": "2026-10-30"
     },
@@ -44,7 +44,7 @@
         "app.dealroom.co"
       ],
       "initialAccess": "官网可读取",
-      "boundary": "已读Tana与Wabi公开公司档案：前者财务字段不一致留缺，后者2025成立字段与官方业务关联入表；尚未取得两年成立筛选结果集，两个个案不等于目录全量。",
+      "boundary": "已读Tana、Wabi及Laplace公开公司档案：Tana财务字段不一致留缺，Wabi2025字段与官方业务关联入表，Laplace未取得成立字段而保留候选；尚未取得两年成立筛选结果集，三个个案不等目录全量。 另读取Aparti公开档案并以公司自述成立关联；四个个案仍不等两年筛选全集，AI生成简介、上线与融资估值分开。",
       "nextCheck": "确认公开可取得的两年成立筛选清单；逐项追溯财务原始凭证及字段口径，受权限限制保留缺项。",
       "limitation": "完整档案需权限；概览及财务表不能未经勾稽直接导入ARR",
       "accessRecheckedAt": "2026-10-30"
@@ -60,8 +60,8 @@
         "producthunt.com"
       ],
       "initialAccess": "官网可读取",
-      "boundary": "2026与2025年度档案各登记首个公开响应19条，共38条候选/推广；2025另有一个仅图片位置未解析。已逐条保留关联、范围外与年份待核状态，未穷尽两年档案。",
-      "nextCheck": "继续补两年其余分页/日期、仅图片位置及18条年份待核候选；保留Pazi日期冲突，核清品牌与主体，避免转移历史业绩。",
+      "boundary": "两年公开响应各19条，共38条。当前5条关联公司、2条范围外对照、26条范围外/既有业务、3条年份待核、2条推广。旧版本、品牌与法律主体分开，Tapflow据2024原版记录排除，Happycapy仍待核；非两年全量。 Pazi补既有业务链后范围外，保留字段冲突；Happycapy iOS销售方与ACRA注册日已核，全球产品/旧业务沿革仍待核。",
+      "nextCheck": "继续补两年其余分页/日期、仅图片位置及3条年份待核候选；保留Pazi日期冲突与旧业务排除依据，核清其余品牌与主体，避免转移历史业绩。 Happycapy的新加坡销售法人不自动等新创业；继续补网页签约方与集团业务沿革。",
       "limitation": "上线时间不等于成立时间",
       "accessRecheckedAt": "2026-10-30"
     },
@@ -204,8 +204,8 @@
         "pro.jiqizhixin.com"
       ],
       "initialAccess": "首页可读取",
-      "boundary": "已登记4篇定向检索线索；三篇直达仅登录外壳，一篇读取失败。2项经公开原始资料补证关联公司，1项范围外，1项仍待核；未阅读全文或穷尽两年档案。",
-      "nextCheck": "补公开可读文章、2025档案及Utopai原始成立材料；受限正文留缺，不以搜索摘录代全文。",
+      "boundary": "已登记4篇定向检索线索；三篇直达仅登录外壳，一篇读取失败。2项经公开原始资料关联公司，SSI与Utopai经原始历史材料判为范围外，0项成立年待核；未阅读全文或穷尽两年档案。",
+      "nextCheck": "补公开可读文章及2025—2026档案；受限正文留缺，不以搜索摘录代全文，更名与产品发布不新增公司。",
       "limitation": "全文访问受限；仅作发现时明确标识，技术和财务另追原始资料",
       "accessRecheckedAt": "2026-10-30"
     },
@@ -214,15 +214,16 @@
       "name": "36氪",
       "url": "https://www.36kr.com/",
       "role": "reporting",
-      "status": "access-limited",
+      "status": "targeted",
       "hosts": [
         "www.36kr.com",
-        "36kr.com"
+        "36kr.com",
+        "eu.36kr.com"
       ],
       "initialAccess": "安全检测，内容未核验",
-      "boundary": "2026-10-30仍返回安全检测页面，未把首页作为已读文章。",
-      "nextCheck": "使用可公开读取的具体文章或其他原始来源；不绕过访问保护。",
-      "limitation": "暂不作为已读取内容证据",
+      "boundary": "此前首页安全检测仍保留；本轮4项定向检索及相关段落补查，3项据政府/公司/交易当事方资料关联、1项按原始登记归范围外。清析检索与直达正文不一致未确认关联，其他文章为平台发布/授权转载，不代表两年全量。 另登记合木、昆腾动力、寰宇心生3项报道相关段落，原始成立/主体留缺，未新增主公司表；不是全量。",
+      "nextCheck": "墨甲已由交易当事方原始公告补足2025成立及历史期间收入，母公司项目沿革和当前财务仍待核；继续补清析发现文章关联及未读正文，建两年公开文章台账，不绕过访问保护。 补本组三项公司/孵化/投资原始资料，避免融资与研究院、母体业绩归属混淆。",
+      "limitation": "仅核具体相关段落，检索和直达差异、转载与原始披露分别记录。",
       "accessRecheckedAt": "2026-10-30"
     },
     {
@@ -233,7 +234,7 @@
       "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。",
+      "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。",
       "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"
     },
@@ -247,8 +248,8 @@
         "trustmrr.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "已采集产品与支付快照；公开者自选，不是全部商户或独立财务审计。",
-      "nextCheck": "核同步日、连接失效、支付平台公式及产品/法人归属。",
+      "boundary": "已采集产品与支付快照；公开者自选，不是全部商户或独立财务审计。 另定向登记LLM Gateway、Gomotion AI（iker）及Promptwise，补官网、条款、公开Markdown与缓存差异；API文档明确USD分单位，未调用认证接口，不等全平台。",
+      "nextCheck": "核同步日、连接失效、支付平台公式及产品/法人归属。 补网关充值/供应商成本/订阅收入勾稽、Gomotion独立主体与官网、Promptwise期间表和快照窗口；保留过期连接及不同缓存时点，不用当前访问日刷新财务日期。",
       "limitation": "来源可读不等于声明已独立验证。"
     },
     {
@@ -261,8 +262,8 @@
         "speedrun.a16z.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。",
-      "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。",
+      "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。 另登记8项2025年定向公司（SR005一项、SR006五项、SR007两项）；动态目录静态仅外壳、浏览器超时，不认定全量。",
+      "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。 区分live ARR、signed/contracted ARR、固定法律承诺费用、管线、目标交易量及客户收益；Nexor原$不自动当USD，财务日历截至日和合同底表留缺。 补Hotbox两个ARR时点、OneGC试点包含关系及律所/平台收入拆分、Omi等待名单付费转化、DRS应用与合并口径、Cedar签约履行和Loops可读官网。",
       "limitation": "来源可读不等于声明已独立验证。"
     },
     {
@@ -285,9 +286,11 @@
       "url": null,
       "role": "supplement",
       "status": "targeted",
-      "hosts": [],
+      "hosts": [
+        "getlatka.com"
+      ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。",
+      "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。",
       "nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。",
       "limitation": "来源可读不等于声明已独立验证。"
     }

content/research/ai-income-analysis.json

@@ -1,6 +1,6 @@
 {
-  "sourceVersion": "2026-10-30-context-1",
-  "asOf": "2026-10-30",
+  "sourceVersion": "2026-10-31-industry-11",
+  "asOf": "2026-10-31",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",
   "note": "独立Python复算参考值，仅验证样本计算；不是行业估计或财务审计。",
@@ -21,7 +21,9 @@
         "MR011",
         "MR012",
         "MR015",
-        "MR016"
+        "MR016",
+        "MR018",
+        "MR019"
       ],
       "groups": [
         {
@@ -35,7 +37,7 @@
             "MR016"
           ],
           "n": 4,
-          "mean": 34815.0,
+          "mean": 34815,
           "median": 36723.0,
           "sampleDeviation": 16334.54845820151,
           "cv": 0.46918134304758036,
@@ -50,7 +52,7 @@
             "MR001"
           ],
           "n": 1,
-          "mean": 53101.0,
+          "mean": 53101,
           "median": 53101,
           "sampleDeviation": null,
           "cv": null,
@@ -65,7 +67,7 @@
             "MR002"
           ],
           "n": 1,
-          "mean": 62423.0,
+          "mean": 62423,
           "median": 62423,
           "sampleDeviation": null,
           "cv": null,
@@ -79,15 +81,17 @@
           "products": [
             "MR003",
             "MR004",
-            "MR005"
+            "MR005",
+            "MR018",
+            "MR019"
           ],
-          "n": 3,
-          "mean": 41693.0,
-          "median": 49069,
-          "sampleDeviation": 28111.375064197768,
-          "cv": 0.6742468775141575,
-          "meanWithoutLargest": 29849.0,
-          "largestRemovalDrop": 0.2840764636749574
+          "n": 5,
+          "mean": 51674.8,
+          "median": 65381,
+          "sampleDeviation": 24138.82269705795,
+          "cv": 0.4671294847209461,
+          "meanWithoutLargest": 47627.5,
+          "largestRemovalDrop": 0.07832250923080501
         },
         {
           "category": "C09",
@@ -105,7 +109,7 @@
           "median": 20483,
           "sampleDeviation": 11942.947278624319,
           "cv": 0.4711370488466823,
-          "meanWithoutLargest": 20046.0,
+          "meanWithoutLargest": 20046,
           "largestRemovalDrop": 0.20920581320120557
         }
       ]
@@ -127,9 +131,27 @@
         "MR012",
         "MR015",
         "MR016",
-        "AI016"
+        "AI016",
+        "MR017",
+        "MR018",
+        "MR019"
       ],
       "groups": [
+        {
+          "category": "C02",
+          "provider": "Stripe",
+          "model": "模型网关订阅与用量",
+          "products": [
+            "MR017"
+          ],
+          "n": 1,
+          "mean": 78764,
+          "median": 78764,
+          "sampleDeviation": null,
+          "cv": null,
+          "meanWithoutLargest": null,
+          "largestRemovalDrop": null
+        },
         {
           "category": "C06",
           "provider": "Stripe",
@@ -146,7 +168,7 @@
           "median": 40112,
           "sampleDeviation": 174786.78744916618,
           "cv": 1.5505509613536426,
-          "meanWithoutLargest": 34815.0,
+          "meanWithoutLargest": 34815,
           "largestRemovalDrop": 0.6911526751687284
         },
         {
@@ -157,7 +179,7 @@
             "MR001"
           ],
           "n": 1,
-          "mean": 53101.0,
+          "mean": 53101,
           "median": 53101,
           "sampleDeviation": null,
           "cv": null,
@@ -172,7 +194,7 @@
             "MR002"
           ],
           "n": 1,
-          "mean": 62423.0,
+          "mean": 62423,
           "median": 62423,
           "sampleDeviation": null,
           "cv": null,
@@ -186,15 +208,17 @@
           "products": [
             "MR003",
             "MR004",
-            "MR005"
+            "MR005",
+            "MR018",
+            "MR019"
           ],
-          "n": 3,
-          "mean": 41693.0,
-          "median": 49069,
-          "sampleDeviation": 28111.375064197768,
-          "cv": 0.6742468775141575,
-          "meanWithoutLargest": 29849.0,
-          "largestRemovalDrop": 0.2840764636749574
+          "n": 5,
+          "mean": 51674.8,
+          "median": 65381,
+          "sampleDeviation": 24138.82269705795,
+          "cv": 0.4671294847209461,
+          "meanWithoutLargest": 47627.5,
+          "largestRemovalDrop": 0.07832250923080501
         },
         {
           "category": "C09",
@@ -212,7 +236,7 @@
           "median": 20483,
           "sampleDeviation": 11942.947278624319,
           "cv": 0.4711370488466823,
-          "meanWithoutLargest": 20046.0,
+          "meanWithoutLargest": 20046,
           "largestRemovalDrop": 0.20920581320120557
         }
       ]

scripts/audit-ai-research.py

@@ -87,7 +87,7 @@ def candidate_register():
     lines = []
     statuses = {'pending-year': '成立年待核', 'linked': '已关联公司',
                 'existing-outside-cohort': '已有关联，年份范围外',
-                'outside-cohort': '成立年范围外，不新增公司', 'promotion': '推广活动，非公司新增'}
+                'outside-cohort': '范围外或既有业务，不新增公司', 'promotion': '推广活动，非公司新增'}
     for batch in batches:
         assert batch['sourceId'] in known_sources
         assert batch['accessedAt'] <= DATA['asOf']
@@ -191,8 +191,8 @@ def render():
         f"| 其他目录基础项 | {depth-reviewed} | 规则初分或资料不足，继续待复核 |",
         f"| 有团队数字 | {sum(c['team'] is not None for c in companies)} | 多为自报Team Size或Employees，时点与口径不统一 |",
         f"| 专项技术证据记录 | {len(companies)-technical['unreviewed']} | 其中{technical['description']}条自述、{technical['public-artifact']}条公开材料、{technical['independent-test']}条第三方评测 |",
-        f"| 公司披露收入线索 | {income['self']} | 含历史、下界、币种不明及产品业务声明，不等于可比ARR |",
-        f"| 仅平台收入线索 | {income['platform']} | 同时有公司披露者计入上一行，不重复计数 |",
+        f"| 企业披露收入线索 | {income['self']} | 含公司或交易当事方披露、历史、下界及币种不明，不等于可比ARR |",
+        f"| 仅平台收入线索 | {income['platform']} | 同时有企业披露者计入上一行，不重复计数 |",
         f"| 仅第三方估算 | {income['estimate']} | 不与直接披露混合 |",
         f"| 暂无可用收入数字 | {income['unknown']} | 包含尚未逐家搜索的目录项，不代表没有收入 |", '',
         '## 业务分类与数据入口', '',

scripts/docs-admin.sh

@@ -3,7 +3,7 @@
 set -eu
 cd /opt/endorphin-tabularium-docs/current
 case "${1:-}" in
-  list|get|save|history|export|backup|import)
+  list|get|save|history|export|backup|import|key-create|key-list|key-revoke)
     docker compose -p endorphin-tabularium-docs --env-file /etc/endorphin-tabularium-docs/production.env --env-file release.env -f compose.yml exec -T docs node apps/docs/docs-cli.cjs "$@" ;;
-  *) echo 'Usage: docs list | get <slug> | save < JSON | history <sourceSlug> | export <private-file> | backup <private-file> | import < JSON' >&2; exit 1 ;;
+  *) echo 'Usage: docs key-create <name> <private-file> [read|read-write] [days] | key-list | key-revoke <id> | list | get <slug> | save < JSON | history <sourceSlug> | export <private-file> | backup <private-file> | import < JSON' >&2; exit 1 ;;
 esac

scripts/documents-client.py

@@ -0,0 +1,196 @@
+"""Upload documents through the database API; credentials stay in a private file."""
+import argparse
+import json
+import os
+from pathlib import Path
+import stat
+import sys
+import time
+import urllib.error
+import urllib.parse
+import urllib.request
+import uuid
+
+
+class DocumentClientError(ValueError):
+    pass
+
+
+class NoRedirect(urllib.request.HTTPRedirectHandler):
+    def redirect_request(self, req, fp, code, msg, headers, newurl):
+        # Never forward a bearer credential to a redirected host or protocol.
+        return None
+
+
+def server_url(value):
+    parsed = urllib.parse.urlsplit(value)
+    if (parsed.username or parsed.password or parsed.query or parsed.fragment
+            or parsed.path not in ('', '/') or not parsed.hostname):
+        raise ValueError('Provide a server origin without credentials, path, query or fragment')
+    if parsed.scheme != 'https' and not (
+            parsed.scheme == 'http' and parsed.hostname in ('localhost', '127.0.0.1', '::1')):
+        raise ValueError('Use HTTPS or an HTTP loopback connection through a trusted SSH tunnel')
+    return value.rstrip('/')
+
+
+def read_token(filename):
+    path = Path(filename)
+    if stat.S_IMODE(path.stat().st_mode) & 0o077:
+        raise ValueError('API key file must be private (chmod 600)')
+    value = path.read_text().strip()
+    if value.startswith('{'):
+        value = json.loads(value)['token']
+    if not isinstance(value, str) or not value.startswith('tdoc_') or len(value) != 48:
+        raise ValueError('Invalid document API key file')
+    return value
+
+
+def request(base, token, method, path, payload=None, request_id=None):
+    data = None if payload is None else json.dumps(payload, ensure_ascii=False).encode()
+    if data is not None and len(data) > 8 * 1024 * 1024:
+        raise ValueError('Request exceeds 8 MiB; split into smaller atomic batches')
+    headers = {'Authorization': 'Bearer ' + token, 'Accept': 'application/json'}
+    if data is not None:
+        headers['Content-Type'] = 'application/json'
+        headers['Idempotency-Key'] = request_id
+    opener = urllib.request.build_opener(NoRedirect())
+    for attempt in range(2):
+        req = urllib.request.Request(base + path, data=data, method=method, headers=headers)
+        try:
+            with opener.open(req, timeout=30) as response:
+                return json.load(response)
+        except urllib.error.HTTPError as error:
+            if error.code in (502, 503, 504) and attempt == 0:
+                error.close()
+                time.sleep(1)
+                continue
+            status = error.code
+            error.close()
+            explanations = {400: 'Invalid document or pagination', 401: 'Key missing, expired or revoked',
+                            403: 'Read-only key', 404: 'Document or revision not found',
+                            409: 'Revision or request-id conflict; read current state before retrying',
+                            413: 'Request too large', 503: 'Database unavailable'}
+            raise DocumentClientError(f'HTTP {status}: ' + explanations.get(status, 'Request failed')) from None
+        except (urllib.error.URLError, TimeoutError):
+            if attempt == 0:
+                time.sleep(1)
+                continue
+            raise DocumentClientError('Connection failed; retry using the same request id and unchanged input') from None
+
+
+def document_batches(documents, max_bytes=8 * 1024 * 1024):
+    if not isinstance(documents, list) or not documents:
+        raise DocumentClientError('Provide a nonempty documents array')
+    batches, chunk, size, seen = [], [], 20, set()
+    for document in documents:
+        if not isinstance(document, dict) or not isinstance(document.get('sourceSlug'), str):
+            raise DocumentClientError('Every document needs a sourceSlug')
+        if document['sourceSlug'] in seen:
+            raise DocumentClientError('Duplicate sourceSlug in upload')
+        seen.add(document['sourceSlug'])
+        encoded = len(json.dumps(document, ensure_ascii=False).encode()) + 2
+        if encoded + 20 > max_bytes:
+            raise DocumentClientError('A document exceeds the request limit')
+        if chunk and (len(chunk) == 100 or size + encoded > max_bytes):
+            batches.append(chunk)
+            chunk, size = [], 20
+        chunk.append(document)
+        size += encoded
+    batches.append(chunk)
+    return batches
+
+
+def main():
+    os.umask(0o077)
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument('--url', default=os.environ.get('TABULARIUM_DOCS_URL'))
+    parser.add_argument('--key-file', default=os.environ.get('TABULARIUM_DOCS_KEY_FILE'))
+    sub = parser.add_subparsers(dest='command', required=True)
+    listing = sub.add_parser('list')
+    listing.add_argument('--limit', type=int, default=50)
+    listing.add_argument('--offset', type=int, default=0)
+    reading = sub.add_parser('get')
+    reading.add_argument('slug')
+    mode = reading.add_mutually_exclusive_group()
+    mode.add_argument('--history', action='store_true')
+    mode.add_argument('--revision', type=int)
+    reading.add_argument('--limit', type=int, default=50)
+    reading.add_argument('--offset', type=int, default=0)
+    sections = sub.add_parser('outline', help='Read chapter titles and internal summaries without bodies')
+    sections.add_argument('slug')
+    sections.add_argument('--revision', type=int)
+    section = sub.add_parser('sections', help='Read selected chapter bodies')
+    section.add_argument('slug')
+    section.add_argument('ids', nargs='+')
+    section.add_argument('--revision', type=int)
+    editing = sub.add_parser('edit-sections', help='Atomically apply chapter operations from private JSON')
+    editing.add_argument('slug')
+    editing.add_argument('file')
+    editing.add_argument('--request-id')
+    saving = sub.add_parser('save')
+    saving.add_argument('file', help='Private JSON file or - for stdin; one document or {documents: [...]}')
+    saving.add_argument('--request-id', help='Reuse this id only with the same input when retrying')
+    args = parser.parse_args()
+    if not args.url or not args.key_file:
+        parser.error('Set --url and --key-file or TABULARIUM_DOCS_URL and TABULARIUM_DOCS_KEY_FILE')
+    try:
+        base = server_url(args.url)
+        token = read_token(args.key_file)
+        if args.command == 'list':
+            result = request(base, token, 'GET', '/api/documents?' + urllib.parse.urlencode(
+                {'limit': args.limit, 'offset': args.offset}))
+        elif args.command == 'get':
+            path = '/api/documents/item/' + urllib.parse.quote(args.slug, safe='/')
+            if args.history:
+                path += '?' + urllib.parse.urlencode({'history': 1, 'limit': args.limit, 'offset': args.offset})
+            elif args.revision is not None:
+                path += '?' + urllib.parse.urlencode({'revision': args.revision})
+            result = request(base, token, 'GET', path)
+        elif args.command in ('outline', 'sections', 'edit-sections'):
+            path = '/api/documents/sections/' + urllib.parse.quote(args.slug, safe='/')
+            if args.command == 'edit-sections':
+                payload = json.load(sys.stdin) if args.file == '-' else json.loads(Path(args.file).read_text())
+                request_id = args.request_id or str(uuid.uuid4())
+                if not request_id or len(request_id) > 100 or any(c not in 'abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789._:-' for c in request_id):
+                    raise ValueError('Invalid request id')
+                print('Request id: ' + request_id, file=sys.stderr)
+                result = request(base, token, 'POST', path, payload, request_id)
+            else:
+                query = []
+                if args.revision is not None:
+                    query.append(('revision', args.revision))
+                if args.command == 'sections':
+                    query.extend(('section', section_id) for section_id in args.ids)
+                if query:
+                    path += '?' + urllib.parse.urlencode(query)
+                result = request(base, token, 'GET', path)
+        else:
+            payload = json.load(sys.stdin) if args.file == '-' else json.loads(Path(args.file).read_text())
+            request_id = args.request_id or str(uuid.uuid4())
+            if not request_id or len(request_id) > 100 or any(c not in 'abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789._:-' for c in request_id):
+                raise ValueError('Invalid request id')
+            print('Request id: ' + request_id, file=sys.stderr)
+            if isinstance(payload, dict) and 'documents' in payload:
+                if set(payload) != {'documents'}:
+                    raise DocumentClientError('Batch payload must contain only documents')
+                chunks = document_batches(payload['documents'])
+                receipts, replayed = [], 0
+                for index, chunk in enumerate(chunks, 1):
+                    batch_id = f'{request_id}:{index}'
+                    saved = request(base, token, 'POST', '/api/documents/batch', {'documents': chunk}, batch_id)
+                    receipts.extend(saved['documents'])
+                    replayed += int(saved['replayed'])
+                    print(f'Batch {index}/{len(chunks)} committed; {len(receipts)} documents total; request id: {batch_id}', file=sys.stderr)
+                result = {'documents': receipts, 'batches': len(chunks), 'replayedBatches': replayed, 'requestId': request_id}
+            else:
+                result = request(base, token, 'POST', '/api/documents', payload, request_id)
+        print(json.dumps(result, ensure_ascii=False, indent=2))
+    except DocumentClientError as error:
+        raise SystemExit(str(error)) from None
+    except (ValueError, OSError, KeyError, TypeError):
+        # Never print exception objects that could contain credentials or document data.
+        raise SystemExit('Document request failed. Check the URL, private key file, JSON schema and server response; credentials omitted.') from None
+
+
+if __name__ == '__main__':
+    main()

scripts/summarize-ai-income.py

@@ -89,23 +89,42 @@ def link(cid):
 
 def render():
     points, excluded = sample(7)
+    grouped = groups(points)
+    described = [(key, stats(values)) for key, values in sorted(grouped.items())]
+    sizes = [value['n'] for _, value in described]
+    eligible = [(key, value) for key, value in described if value['n'] >= 3]
+    interpretation = '各组均不足3个样本，暂不比较分组离散度或收入高低。'
+    if eligible:
+        highest_key, highest = max(eligible, key=lambda item: item[1]['mean'])
+        sensitive_key, sensitive = max(eligible, key=lambda item: item[1]['largestRemovalDrop'] or 0)
+        cvs = [value['cv'] for _, value in eligible if value['cv'] is not None]
+        cv_text = f"CV范围为{min(cvs):.3f}—{max(cvs):.3f}。" if cvs else '各组CV均不可计算。'
+        interpretation = (
+            f"在至少3个样本的组内，当前均值最高的是{CATEGORIES[highest_key[0]]} · {highest_key[2]}"
+            f"（{highest_key[1]}，{money(highest['mean'])}美元每月）。{cv_text}"
+            f"剔除最大值后均值下降最多的是{CATEGORIES[sensitive_key[0]]} · {sensitive_key[2]}"
+            f"（{sensitive_key[1]}，下降{sensitive['largestRemovalDrop'] or 0:.1%}）。"
+            '这些只是当前采集点的描述，不据微小CV差异宣称某领域更稳定。'
+        )
+    size_text = f"各组目前只有{min(sizes)}至{max(sizes)}个产品" if sizes else '当前没有可比较的产品'
     lines = [
         '# AI 公司收入样本分布快照', '',
-        f"截至 {DATA['asOf']}，7日窗口内有 {len(points)} 个产品的美元平台MRR可纳入分组描述。创意软件订阅组的样本均值较高、CV也较大；营销软件组与消费者个人应用组的CV接近。各组只有1至5个产品，尚不足以估计行业总体或造假概率。", '',
+        f"截至 {DATA['asOf']}，7日窗口内有 {len(points)} 个产品的美元平台MRR可纳入分组描述。按业务、支付平台和收费模式分别计算均值、中位数与离散度。{size_text}，尚不足以估计行业总体或造假概率。", '',
         f"这是已采集资料的固定快照。[动态工作台]({BASE})提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是{len(DATA['companies']):,}条公司/产品记录的收入普查。", '',
         '## 7日窗口的分组结果', '',
         'MRR单位为美元每月。CV为样本标准差除以均值；最大值剔除降幅表示移除最高收入产品后均值下降的比例。单个样本不计算离散度。', '',
         '| 业务及收费模式 | 平台 | 样本数 | 均值 | 中位数 | CV | 最大值剔除降幅 |',
         '| --- | --- | --- | --- | --- | --- | --- |',
     ]
-    for key, values in sorted(groups(points).items()):
+    for key, values in sorted(grouped.items()):
         cat, provider, model = key
         v = stats(values)
         cv = f"{v['cv']:.3f}" if v['cv'] is not None else '不计算'
         drop = f"{v['largestRemovalDrop']:.1%}" if v['largestRemovalDrop'] is not None else '不计算'
         lines.append(f"| {CATEGORIES[cat]} · {model} | {provider} | {v['n']} | {money(v['mean'])} | {money(v['median'])} | {cv} | {drop} |")
     lines += ['',
-        '在至少3个样本的组内，内容创意软件订阅的均值较高，但移除最大样本后的下降也最大。营销软件与个人应用的CV仅有微小差别，不据此宣称哪个领域更稳定。两个内容类单样本组虽有更高数值，不能作为典型收入或领域排名。', '',
+        interpretation, '',
+        '单个样本不计算离散度，也不能作为典型收入或领域排名；不同收费模式和支付平台的分组保留各自含义。', '',
         '均值和中位数接近只描述当前采集点，并不证明样本具有代表性。平台公开者、成立年、规模、获客渠道与收费方式均可能影响结果。', '',
         '## 样本与证据入口', '',
         '点击产品名称可打开公司明细，再查看平台记录及其限制。连接已过期的近期快照仍按所标日期保留，并不表示连接当前有效。', '',

scripts/test_documents_client.py

@@ -0,0 +1,110 @@
+"""Lightweight client tests: no HTTP server, compilation or real credentials."""
+import importlib.util
+import io
+import json
+from pathlib import Path
+import tempfile
+import sys
+import unittest
+from unittest.mock import patch
+import urllib.error
+import urllib.request
+
+spec = importlib.util.spec_from_file_location('documents_client', Path(__file__).with_name('documents-client.py'))
+client = importlib.util.module_from_spec(spec)
+spec.loader.exec_module(client)
+
+
+class ClientTests(unittest.TestCase):
+    def test_section_reads_select_bodies_and_revision_without_full_document_fetch(self):
+        argv = ['client', '--url', 'https://docs.example', '--key-file', '/private/key',
+                'sections', 'endor/example', 'preamble', 's_one', '--revision', '3']
+        with patch.object(sys, 'argv', argv), patch.object(client, 'read_token', return_value='test-token'), \
+                patch.object(client, 'request', return_value={'revision': 3, 'sections': []}) as request, \
+                patch.object(sys, 'stdout', io.StringIO()):
+            client.main()
+        request.assert_called_once_with('https://docs.example', 'test-token', 'GET',
+                                        '/api/documents/sections/endor/example?revision=3&section=preamble&section=s_one')
+
+    def test_section_edit_keeps_payload_and_retry_id(self):
+        payload = {'revision': 3, 'operations': [{'op': 'update', 'id': 's_one', 'summary': 'Internal summary'}]}
+        with tempfile.TemporaryDirectory() as directory:
+            path = Path(directory) / 'edit.json'
+            path.write_text(json.dumps(payload))
+            argv = ['client', '--url', 'https://docs.example', '--key-file', '/private/key',
+                    'edit-sections', 'endor/example', str(path), '--request-id', 'edit-1']
+            with patch.object(sys, 'argv', argv), patch.object(client, 'read_token', return_value='test-token'), \
+                    patch.object(client, 'request', return_value={'revision': 4}) as request, \
+                    patch.object(sys, 'stdout', io.StringIO()), patch.object(sys, 'stderr', io.StringIO()):
+                client.main()
+            request.assert_called_once_with('https://docs.example', 'test-token', 'POST',
+                                            '/api/documents/sections/endor/example', payload, 'edit-1')
+
+    def test_only_tls_or_loopback_origins_are_accepted(self):
+        self.assertEqual(client.server_url('https://docs.example/'), 'https://docs.example')
+        self.assertEqual(client.server_url('http://127.0.0.1:18135'), 'http://127.0.0.1:18135')
+        for url in ['http://docs.example', 'https://user:secret@docs.example', 'file:///tmp/data',
+                    'https://docs.example/api', 'https://docs.example/?token=secret']:
+            with self.assertRaises(ValueError):
+                client.server_url(url)
+
+    def test_key_file_permissions_and_formats(self):
+        with tempfile.TemporaryDirectory() as directory:
+            path = Path(directory) / 'key.json'
+            token = 'tdoc_' + 'x' * 43
+            path.write_text(json.dumps({'token': token}))
+            path.chmod(0o600)
+            self.assertEqual(client.read_token(path), token)
+            path.chmod(0o644)
+            with self.assertRaises(ValueError):
+                client.read_token(path)
+
+    def test_redirects_never_forward_bearer_credentials(self):
+        request = urllib.request.Request('https://docs.example', headers={'Authorization': 'Bearer test-only'})
+        self.assertIsNone(client.NoRedirect().redirect_request(request, None, 302, '', {}, 'https://other.example'))
+
+    def test_network_retry_preserves_idempotency_and_body(self):
+        calls = []
+
+        class Opener:
+            def open(self, request, timeout):
+                calls.append(request)
+                if len(calls) == 1:
+                    raise urllib.error.URLError('temporary network failure')
+                return io.BytesIO(b'{"replayed":true}')
+
+        with patch.object(client.urllib.request, 'build_opener', return_value=Opener()), patch.object(client.time, 'sleep'):
+            result = client.request('https://docs.example', 'test-token', 'POST', '/api/documents', {'revision': 0}, 'request-1')
+        self.assertTrue(result['replayed'])
+        self.assertEqual(calls[0].data, calls[1].data)
+        self.assertEqual(calls[0].get_header('Idempotency-key'), 'request-1')
+        self.assertEqual(calls[1].get_header('Idempotency-key'), 'request-1')
+
+    def test_large_uploads_are_split_by_count_and_bytes(self):
+        documents = [{'sourceSlug': str(i), 'content': 'a' * 20} for i in range(201)]
+        batches = client.document_batches(documents)
+        self.assertEqual([len(batch) for batch in batches], [100, 100, 1])
+        self.assertEqual([doc for batch in batches for doc in batch], documents)
+        bounded = client.document_batches(documents[:5], max_bytes=150)
+        self.assertTrue(all(len(json.dumps({'documents': batch}, ensure_ascii=False).encode()) <= 150 for batch in bounded))
+
+    def test_duplicate_identifiers_and_oversized_items_fail_before_upload(self):
+        with self.assertRaises(ValueError):
+            client.document_batches([{'sourceSlug': 'same'}, {'sourceSlug': 'same'}])
+        with self.assertRaises(ValueError):
+            client.document_batches([{'sourceSlug': 'one', 'content': 'a' * 500}], max_bytes=100)
+
+    def test_conflict_is_reported_without_printing_server_content_or_secret(self):
+        class Opener:
+            def open(self, request, timeout):
+                raise urllib.error.HTTPError(request.full_url, 409, 'Conflict', {}, io.BytesIO(b'{"error":"private-content"}'))
+
+        with patch.object(client.urllib.request, 'build_opener', return_value=Opener()):
+            with self.assertRaisesRegex(client.DocumentClientError, 'HTTP 409') as result:
+                client.request('https://docs.example', 'private-token', 'POST', '/api/documents', {}, 'request-1')
+        self.assertNotIn('private-token', str(result.exception))
+        self.assertNotIn('private-content', str(result.exception))
+
+
+if __name__ == '__main__':
+    unittest.main()