@mazjq/zhiro 0.1.2 → 0.2.1

package/dist/{main-KCG27VLD.js → main-FTWFKWZH.js}

@@ -12,6 +12,7 @@ import {
   callData,
   checkPoints,
   codexSpec,
+  companyFinancials,
   dataFile,
   describeBackground,
   docxHtml,
@@ -21,7 +22,6 @@ import {
   extractNotice,
   extractText,
   fetchArticle,
-  getIntel,
   getIntelDetail,
   importSme,
   keepData,
@@ -29,34 +29,41 @@ import {
   loadImages,
   loadSources,
   mergeFacts,
+  normName,
   noticeToListings,
   oneshot,
   readData,
+  readIntel,
   readRun,
   readZipEntry,
   reextract,
   refIndex,
   refreshIntel,
+  resolveNeeq,
   resumePending,
   scanFolder,
+  smeMatch,
   smeRun,
   spawnRun,
   startSmeResearch,
   tools,
   workerStatus
-} from "./chunk-YJNBYSVM.js";
+} from "./chunk-2XJ45GUM.js";
 import {
   dshSpec
-} from "./chunk-ZL2RKXOF.js";
+} from "./chunk-ZUUYRVX6.js";
 import {
   FACT_KINDS,
   SEP,
   SKILL_FILE,
   UI_DIST,
+  chooseModel,
   claudeSpec,
   cliBackend,
   factLabels,
   followedModel,
+  harnessModel,
+  harnessModels,
   listActions,
   listFacts,
   listPresets,
@@ -82,7 +89,7 @@ import {
   undoAction,
   undoPlan,
   upsertFact
-} from "./chunk-UMCKC7XP.js";
+} from "./chunk-VOUILWMI.js";
 import "./chunk-OOHBM3BT.js";
 import {
   UpgradeFailed,
@@ -92,13 +99,13 @@ import {
   stampApp,
   upgradeVault,
   zipRead
-} from "./chunk-J2D7DYGW.js";
+} from "./chunk-A722HITH.js";
 import {
   VERSION
-} from "./chunk-NNH4ZG6F.js";
+} from "./chunk-H3EFVYGD.js";
 import {
   WorkflowEngine
-} from "./chunk-LUKCNS5M.js";
+} from "./chunk-GRZ4VMSO.js";
 import {
   asAgentCall,
   createLlm,
@@ -109,7 +116,7 @@ import {
   replyJob,
   usageSummary,
   withPurpose
-} from "./chunk-F6DLONN7.js";
+} from "./chunk-7IV2NG2D.js";
 import {
   Domain,
   DomainError,
@@ -131,7 +138,7 @@ import {
   scanHistory,
   searchCompanies,
   setOverride
-} from "./chunk-LH25QWMP.js";
+} from "./chunk-ZKD2BKN3.js";
 import {
   SYNC_REASONS,
   addSource,
@@ -163,14 +170,14 @@ import {
   sourceScan,
   sources,
   splitList
-} from "./chunk-YYNUPNBH.js";
+} from "./chunk-4UWMDKMH.js";
 import {
   SchemaMismatch,
   json,
   now,
   openDb,
   tx
-} from "./chunk-5KCN32HQ.js";
+} from "./chunk-4EPNDXRS.js";
 import {
   clearConfigTemps,
   configFile,
@@ -492,16 +499,16 @@ function scheduleAllDeadlines(s) {
   const db2 = s.domain.db;
   const ids = db2.prepare(`select p.id from position p where ${HELD}`).all().map((r) => r.id);
   const resolved = resolveFor(db2, ids);
-  const keep = /* @__PURE__ */ new Set();
+  const keep2 = /* @__PURE__ */ new Set();
   for (const id of ids) {
     const r = resolved.get(id);
     if (!r || r.expired || !r.date && !asap(r)) continue;
     const key = `deadline_reminder:${id}:${r.date ?? "asap"}`;
-    keep.add(key);
+    keep2.add(key);
     s.workflows.start("deadline_reminder", id, key);
   }
-  for (const w of db2.prepare("select id, idempotency_key k from workflow where kind = 'deadline_reminder' and state = 'running'").all()) if (!keep.has(w.k)) db2.prepare("delete from workflow where id = ?").run(w.id);
-  return keep.size;
+  for (const w of db2.prepare("select id, idempotency_key k from workflow where kind = 'deadline_reminder' and state = 'running'").all()) if (!keep2.has(w.k)) db2.prepare("delete from workflow where id = ?").run(w.id);
+  return keep2.size;
 }
 __name(scheduleAllDeadlines, "scheduleAllDeadlines");
 
@@ -509,6 +516,515 @@ __name(scheduleAllDeadlines, "scheduleAllDeadlines");
 import { mkdirSync as mkdirSync2, writeFileSync as writeFileSync3, readFileSync as readFileSync3 } from "node:fs";
 import { join as join3 } from "node:path";
 import { ulid } from "ulid";
+
+// apps/daemon/src/service/employer.ts
+var UA = "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 Chrome/128.0 Safari/537.36";
+var F10 = "https://datacenter.eastmoney.com/securities/api/data/v1/get";
+var A_SHARE = ["深交所主板A股", "上交所主板A股", "深交所创业板A股", "上交所科创板A股", "北京证券交易所A股", "深交所风险警示板A股", "上交所风险警示板A股"];
+var KEEP_DAYS = 7;
+var sleep = /* @__PURE__ */ __name((ms) => new Promise((r) => setTimeout(r, ms)), "sleep");
+async function f10(report, columns, filter, page = 1) {
+  const url = `${F10}?reportName=${report}&columns=${columns}&filter=${encodeURIComponent(filter)}&pageNumber=${page}&pageSize=500&source=HSF10&client=PC`;
+  for (let k = 0; ; k++) {
+    try {
+      const res = await fetch(url, { headers: { "user-agent": UA }, signal: AbortSignal.timeout(2e4) });
+      const x = await res.json();
+      if (!x?.success && x?.code !== 9201) throw new Error(`东方财富 ${report}：${x?.message ?? res.status}`);
+      return { data: x?.result?.data ?? [], pages: x?.result?.pages ?? 0 };
+    } catch (e) {
+      if (k >= 1) throw e;
+      await sleep(1500);
+    }
+  }
+}
+__name(f10, "f10");
+async function f10All(report, columns, filter) {
+  const first = await f10(report, columns, filter);
+  const out = [...first.data];
+  for (let p = 2; p <= first.pages; p++) {
+    await sleep(300);
+    out.push(...(await f10(report, columns, filter, p)).data);
+  }
+  return out;
+}
+__name(f10All, "f10All");
+function cached(db2, key, now3) {
+  const r = db2.prepare("select fetched_at, data_json from peer_snapshot where key = ?").get(key);
+  if (!r || now3 - Date.parse(r.fetched_at) > KEEP_DAYS * 864e5) return null;
+  return { at: r.fetched_at, data: JSON.parse(r.data_json) };
+}
+__name(cached, "cached");
+var keep = /* @__PURE__ */ __name((db2, key, data, now3) => db2.prepare("insert or replace into peer_snapshot(key, fetched_at, data_json) values (?,?,?)").run(key, new Date(now3).toISOString(), JSON.stringify(data)), "keep");
+async function remembered(db2, key, now3, look) {
+  const r = db2.prepare("select fetched_at, data_json from peer_snapshot where key = ?").get(key);
+  if (r && now3 - Date.parse(r.fetched_at) <= KEEP_DAYS * 864e5) return JSON.parse(r.data_json).v;
+  const v = await look();
+  keep(db2, key, { v }, now3);
+  return v;
+}
+__name(remembered, "remembered");
+async function universe(db2, now3 = Date.now()) {
+  const hit = cached(db2, "universe:3", now3);
+  if (hit) return hit;
+  const rows = await f10All("RPT_F10_BASIC_ORGINFO", "SECUCODE,SECURITY_NAME_ABBR,ORG_NAME,BOARD_NAME_LEVEL,EMP_NUM,INDUSTRYCSRC1", `(SECURITY_TYPE in (${A_SHARE.map((t) => `"${t}"`).join(",")}))`);
+  const data = rows.filter((r) => r.BOARD_NAME_LEVEL).map((r) => ({ code: r.SECUCODE, name: r.SECURITY_NAME_ABBR ?? "", org: r.ORG_NAME ?? "", industry: r.BOARD_NAME_LEVEL, employees: Number(r.EMP_NUM) > 0 ? Number(r.EMP_NUM) : null, csrc: r.INDUSTRYCSRC1 ?? "" }));
+  keep(db2, "universe:3", data, now3);
+  return { at: new Date(now3).toISOString(), data };
+}
+__name(universe, "universe");
+function latestYear(now3 = Date.now()) {
+  const d = new Date(now3 + 8 * 36e5);
+  return d.getUTCMonth() >= 4 ? d.getUTCFullYear() - 1 : d.getUTCFullYear() - 2;
+}
+__name(latestYear, "latestYear");
+var sector = /* @__PURE__ */ __name((industry) => industry.split("-")[0], "sector");
+function peerGroup(c) {
+  if (c.peerSw) return { key: c.peerSw, label: `申万一级「${c.peerSw}」`, has: /* @__PURE__ */ __name((x) => sector(x.industry) === c.peerSw, "has") };
+  if (c.market === "新三板" && c.csrc) return { key: `csrc:${c.csrc}`, label: `证监会行业「${c.csrc}」`, has: /* @__PURE__ */ __name((x) => x.csrc === c.csrc, "has") };
+  const top = sector(c.industry);
+  return { key: top, label: `申万一级「${top}」`, has: /* @__PURE__ */ __name((x) => sector(x.industry) === top, "has") };
+}
+__name(peerGroup, "peerGroup");
+async function industryPool(db2, group, year, all, now3 = Date.now()) {
+  const key = `industry:${group.key}:${year}`;
+  const hit = cached(db2, key, now3);
+  if (hit) return hit;
+  const members = all.filter(group.has);
+  const rows = new Map(members.map((c) => [c.code, { ...c, years: {} }]));
+  await statements(rows, year);
+  const data = [...rows.values()].filter((r) => (r.years[String(year)]?.revenue ?? 0) > 0);
+  keep(db2, key, data, now3);
+  return { at: new Date(now3).toISOString(), data };
+}
+__name(industryPool, "industryPool");
+async function statements(rows, year) {
+  const members = [...rows.values()];
+  const dates = [year, year - 1, year - 2, year - 3].map((y) => `'${y}-12-31'`).join(",");
+  const row2 = /* @__PURE__ */ __name((code, date) => {
+    const r = rows.get(code), y = date.slice(0, 4);
+    return r.years[y] ??= { revenue: null, netProfit: null, rd: null, opCost: null, staffCash: null, dividendCash: null, capex: null };
+  }, "row");
+  const num = /* @__PURE__ */ __name((v) => v === null || v === void 0 || v === "" || !Number.isFinite(Number(v)) ? null : Number(v), "num");
+  for (let i = 0; i < members.length; i += 100) {
+    const codes = `(SECUCODE in (${members.slice(i, i + 100).map((c) => `"${c.code}"`).join(",")}))(REPORT_DATE in (${dates}))`;
+    for (const r of await f10All("RPT_F10_FINANCE_GINCOME", "SECUCODE,REPORT_DATE,TOTAL_OPERATE_INCOME,PARENT_NETPROFIT,RESEARCH_EXPENSE,OPERATE_COST", codes)) {
+      if (!rows.has(r.SECUCODE)) continue;
+      Object.assign(row2(r.SECUCODE, r.REPORT_DATE), { revenue: num(r.TOTAL_OPERATE_INCOME), netProfit: num(r.PARENT_NETPROFIT), rd: num(r.RESEARCH_EXPENSE), opCost: num(r.OPERATE_COST) });
+    }
+    await sleep(300);
+    for (const r of await f10All("RPT_F10_FINANCE_GCASHFLOW", "SECUCODE,REPORT_DATE,PAY_STAFF_CASH,ASSIGN_DIVIDEND_PORFIT,CONSTRUCT_LONG_ASSET", codes)) {
+      if (!rows.has(r.SECUCODE)) continue;
+      Object.assign(row2(r.SECUCODE, r.REPORT_DATE), { staffCash: num(r.PAY_STAFF_CASH), dividendCash: num(r.ASSIGN_DIVIDEND_PORFIT), capex: num(r.CONSTRUCT_LONG_ASSET) });
+    }
+    await sleep(300);
+  }
+}
+__name(statements, "statements");
+async function neeqCompany(name) {
+  const hit = await resolveNeeq(name, normName(name));
+  if (!hit) return null;
+  const r = (await f10("RPT_F10_BASIC_ORGINFO", "SECUCODE,SECURITY_NAME_ABBR,ORG_NAME,BOARD_NAME_LEVEL,EMP_NUM,INDUSTRYCSRC1", `(SECUCODE="${hit.code}.NQ")`)).data[0];
+  return r?.BOARD_NAME_LEVEL ? { code: r.SECUCODE, name: r.SECURITY_NAME_ABBR ?? hit.name, org: r.ORG_NAME ?? "", industry: r.BOARD_NAME_LEVEL, employees: Number(r.EMP_NUM) > 0 ? Number(r.EMP_NUM) : null, market: "新三板", csrc: r.INDUSTRYCSRC1 ?? "" } : null;
+}
+__name(neeqCompany, "neeqCompany");
+async function overseas(name) {
+  const f = await companyFinancials({ name });
+  if (f.status === "failed") throw new Error(`${name}：认出了上市公司但数据没取成`);
+  const sec = f.status === "listed" ? f.security : null;
+  if (!sec || sec.market !== "港股" && sec.market !== "美股") return null;
+  const hk = sec.market === "港股", code = hk ? `${sec.code}.HK` : sec.code;
+  const main = (await f10(hk ? "RPT_HKF10_FN_MAININDICATOR" : "RPT_USF10_FN_GMAININDICATOR", "ALL", `(SECUCODE="${code}")`)).data;
+  const annual = main.filter((r) => hk ? /年报/.test(String(r.REPORT_TYPE)) : r.DATE_TYPE === "年报");
+  await sleep(300);
+  const rd = (await f10(hk ? "RPT_HKF10_FN_INCOME_PC" : "RPT_USF10_FN_INCOME", "ALL", hk ? `(SECUCODE="${code}")(STD_ITEM_NAME="研发费用")(DATE_TYPE_CODE="001")` : `(SECUCODE="${code}")(REPORT_TYPE="年报")(ITEM_NAME="研发费用")`).catch(() => ({ data: [] }))).data;
+  const rdOn = new Map(rd.map((r) => [String(r.REPORT_DATE).slice(0, 10), Number(r.AMOUNT)]));
+  const years = {};
+  for (const r of annual) {
+    const y = String(hk ? r.REPORT_TYPE : r.REPORT_DATA_TYPE).match(/\d{4}/)?.[0];
+    if (!y || years[y]) continue;
+    const num = /* @__PURE__ */ __name((v) => v === null || v === void 0 || v === "" || !Number.isFinite(Number(v)) ? null : Number(v), "num");
+    const revenue = num(r.OPERATE_INCOME), gm = num(r.GROSS_PROFIT_RATIO);
+    years[y] = { revenue, netProfit: num(hk ? r.HOLDER_PROFIT : r.PARENT_HOLDER_NETPROFIT), rd: rdOn.get(String(r.REPORT_DATE).slice(0, 10)) ?? null, opCost: revenue !== null && gm !== null ? revenue * (1 - gm / 100) : null, staffCash: null, dividendCash: null, capex: null };
+  }
+  return { code, name: sec.name, org: sec.name, industry: f.basic?.industry ?? "", employees: f.basic?.employees ?? null, market: sec.market, approx: !!f.approx, years };
+}
+__name(overseas, "overseas");
+function unlistedFacts(db2, name) {
+  const n = normName(name);
+  const boss = n.length >= 2 ? db2.prepare("select brand, stage, scale, industry, last_seen from boss_candidate order by last_seen desc limit 2000").all().find((b) => b.brand && normName(b.brand) === n) : void 0;
+  const sme = smeMatch(db2, name).matches[0];
+  const co = db2.prepare("select id from company where name = ? or norm = ?").get(name, n);
+  const ipo = co ? db2.prepare("select data_json, fetched_at from company_intel where company_id = ? and kind = 'ipo'").get(co.id) : void 0;
+  const szse = ipo ? JSON.parse(ipo.data_json)?.szse : null;
+  return {
+    ...boss ? { boss: { stage: boss.stage, scale: boss.scale, industry: boss.industry, seen: String(boss.last_seen).slice(0, 10) } } : {},
+    ...sme ? { sme: sme.level } : {},
+    ...szse ? { ipo: { board: "深交所", stage: szse.stage, date: szse.updatedAt || szse.acceptedAt || "" } } : {}
+  };
+}
+__name(unlistedFacts, "unlistedFacts");
+var FACETS = [
+  { key: "growth", label: "成长", measure: "营收三年复合增速" },
+  { key: "rd", label: "研发", measure: "研发费用占营收" },
+  { key: "pay", label: "待遇信号", measure: "每名员工对应的职工现金支出", note: "粗指标：含奖金、社保、离职补偿，员工数取最新" },
+  { key: "profit", label: "盈利", measure: "归母净利润占营收" }
+];
+var ratio = /* @__PURE__ */ __name((a, b) => a === null || a === void 0 || !b || b <= 0 ? null : a / b, "ratio");
+var change = /* @__PURE__ */ __name((a, b) => a === null || a === void 0 || b === null || b === void 0 || b === 0 ? null : (a - b) / Math.abs(b), "change");
+function measures(r, year) {
+  const y = r.years[String(year)] ?? {}, p = r.years[String(year - 1)] ?? {}, b = r.years[String(year - 3)];
+  const growth = b && (b.revenue ?? 0) > 0 && (y.revenue ?? 0) > 0 ? (y.revenue / b.revenue) ** (1 / 3) - 1 : null;
+  return {
+    main: { growth, rd: ratio(y.rd, y.revenue), pay: ratio(y.staffCash, r.employees), profit: ratio(y.netProfit, y.revenue) },
+    more: {
+      revenue: y.revenue ?? null,
+      netProfit: y.netProfit ?? null,
+      prevNetProfit: p.netProfit ?? null,
+      employees: r.employees,
+      revenueChange: change(y.revenue, p.revenue),
+      profitChange: change(y.netProfit, p.netProfit),
+      staffCashChange: change(y.staffCash, p.staffCash),
+      rdChange: change(y.rd, p.rd),
+      grossMargin: y.revenue && y.opCost !== null && y.opCost !== void 0 ? (y.revenue - y.opCost) / y.revenue : null,
+      capexToRevenue: ratio(y.capex, y.revenue),
+      dividendCashToProfit: (y.netProfit ?? 0) > 0 ? ratio(y.dividendCash, y.netProfit) : null
+    }
+  };
+}
+__name(measures, "measures");
+function percentile(values, v) {
+  let below = 0, same2 = 0;
+  for (const x of values) {
+    if (x < v) below++;
+    else if (x === v) same2++;
+  }
+  return values.length ? Math.round((below + same2 / 2) / values.length * 100) : null;
+}
+__name(percentile, "percentile");
+function moved(m) {
+  const out = [], up = /* @__PURE__ */ __name((x) => x !== null && x > 0.02, "up"), down = /* @__PURE__ */ __name((x) => x !== null && x < -0.02, "down");
+  const turned = m.prevNetProfit !== null && m.netProfit !== null ? m.prevNetProfit < 0 && m.netProfit > 0 ? "扭亏为盈" : m.prevNetProfit > 0 && m.netProfit < 0 ? "由盈转亏" : null : null;
+  if (turned) out.push(`营收${up(m.revenueChange) ? "增长" : down(m.revenueChange) ? "下降" : "基本持平"}，${turned}`);
+  else if (up(m.revenueChange) && up(m.profitChange)) out.push("营收和利润同时增长");
+  else if (up(m.revenueChange) && down(m.profitChange)) out.push("营收增长、利润下降（增收不增利）");
+  else if (down(m.revenueChange) && up(m.profitChange)) out.push(`营收下降、利润增长${down(m.staffCashChange) || down(m.rdChange) ? `；同期${[down(m.staffCashChange) && "职工现金", down(m.rdChange) && "研发费用"].filter(Boolean).join("、")}减少，利润可能来自压缩成本（待核实）` : ""}`);
+  else if (down(m.revenueChange) && down(m.profitChange)) out.push("营收和利润同时下降");
+  if (up(m.profitChange) && down(m.staffCashChange) && !down(m.revenueChange)) out.push("利润增长的同时职工现金减少（可能减员或降薪，待核实）");
+  if (m.netProfit !== null && m.netProfit < 0 && turned !== "由盈转亏") out.push("当年亏损");
+  return out;
+}
+__name(moved, "moved");
+function labels(pct) {
+  const out = [], at = /* @__PURE__ */ __name((k, n) => (pct[k] ?? -1) >= n, "at");
+  if (at("rd", 75) && at("growth", 50)) out.push({ label: "研发驱动", rule: "研发百分位 ≥ 75 且成长 ≥ 50" });
+  else if (at("growth", 75)) out.push({ label: "高成长", rule: "成长百分位 ≥ 75" });
+  if (at("profit", 75) && pct.growth !== null && pct.growth < 50) out.push({ label: "稳健盈利", rule: "盈利百分位 ≥ 75 且成长 < 50" });
+  if (at("pay", 75)) out.push({ label: "职工现金支出靠前", rule: "待遇信号百分位 ≥ 75" });
+  return out;
+}
+__name(labels, "labels");
+var SCENARIOS = {
+  成长研发优先: { growth: 0.35, rd: 0.35, pay: 0.15, profit: 0.15 },
+  均衡: { growth: 0.25, rd: 0.25, pay: 0.25, profit: 0.25 },
+  稳定回报优先: { growth: 0.15, rd: 0.15, pay: 0.35, profit: 0.35 }
+};
+var KEYS = FACETS.map((f) => f.key);
+function rng(seed) {
+  let a = seed >>> 0;
+  return () => {
+    a = a + 1831565813 >>> 0;
+    let t = a;
+    t = Math.imul(t ^ t >>> 15, t | 1);
+    t ^= t + Math.imul(t ^ t >>> 7, t | 61);
+    return ((t ^ t >>> 14) >>> 0) / 4294967296;
+  };
+}
+__name(rng, "rng");
+function sampleWeights(center, spread, n, seed = 1) {
+  const r = rng(seed), out = [];
+  for (let tries = 0; out.length < n && tries < n * 2e3; tries++) {
+    const e = KEYS.map(() => -Math.log(1 - r())), s = e.reduce((a, b) => a + b, 0);
+    const w = Object.fromEntries(KEYS.map((k, i) => [k, e[i] / s]));
+    if (KEYS.every((k) => Math.abs(w[k] - center[k]) <= spread)) out.push(w);
+  }
+  return out;
+}
+__name(sampleWeights, "sampleWeights");
+var score = /* @__PURE__ */ __name((p, w, fill) => KEYS.reduce((a, k) => a + w[k] * (p[k] ?? fill ?? 0), 0), "score");
+var rankOf = /* @__PURE__ */ __name((mine, others) => 1 + others.filter((x) => x > mine).length, "rankOf");
+var q = /* @__PURE__ */ __name((xs, f) => {
+  const s = [...xs].sort((a, b) => a - b);
+  return s[Math.min(s.length - 1, Math.floor(f * s.length))];
+}, "q");
+function placeUnder(picks, center, spread, n = 2e3, seed = 1) {
+  const complete = picks.filter((p) => KEYS.every((k) => p.pct[k] !== null));
+  const samples = sampleWeights(center, spread, n, seed);
+  const ranks = new Map(complete.map((p) => [p.code, []]));
+  for (const w of samples) {
+    const s = complete.map((p) => score(p.pct, w));
+    complete.forEach((p, i) => ranks.get(p.code).push(rankOf(s[i], s.filter((_, j) => j !== i))));
+  }
+  const at = complete.map((p) => score(p.pct, center));
+  const out = /* @__PURE__ */ new Map();
+  complete.forEach((p, i) => {
+    const r = ranks.get(p.code);
+    out.set(p.code, { place: rankOf(at[i], at.filter((_, j) => j !== i)), usually: [q(r, 0.1), q(r, 0.9)], top3Share: r.length && complete.length > 3 ? Math.round(r.filter((x) => x <= 3).length / r.length * 20) * 5 : null });
+  });
+  for (const p of picks.filter((x) => !complete.includes(x))) {
+    const known = KEYS.filter((k) => p.pct[k] !== null), wsum = known.reduce((a, k) => a + center[k], 0);
+    const cond = wsum ? known.reduce((a, k) => a + center[k] / wsum * p.pct[k], 0) : null;
+    out.set(p.code, {
+      place: null,
+      byKnown: cond === null ? null : rankOf(cond, at),
+      best: rankOf(score(p.pct, center, 100), at),
+      worst: rankOf(score(p.pct, center, 0), at),
+      missing: KEYS.filter((k) => p.pct[k] === null)
+    });
+  }
+  return { samples: samples.length, places: out };
+}
+__name(placeUnder, "placeUnder");
+function notOutdone(picks) {
+  const complete = picks.filter((p) => KEYS.every((k) => p.pct[k] !== null));
+  const beats = /* @__PURE__ */ __name((a, b) => KEYS.every((k) => a.pct[k] >= b.pct[k]) && KEYS.some((k) => a.pct[k] > b.pct[k]), "beats");
+  return new Map(complete.map((p) => [p.code, complete.filter((o) => o !== p && beats(o, p)).map((o) => o.code)]));
+}
+__name(notOutdone, "notOutdone");
+function findCompany(all, query) {
+  const s = query.trim();
+  const code = s.match(/^(\d{6})(\.(SZ|SH|BJ))?$/i);
+  if (code) return all.find((c) => c.code.startsWith(code[1])) ?? null;
+  const exact = all.filter((c) => c.name === s || c.org === s);
+  if (exact.length) return exact[0];
+  const n = normName(s);
+  const near = n.length >= 2 ? all.filter((c) => normName(c.org) === n || c.name.replace(/\s/g, "") === n || normName(c.org).includes(n)) : [];
+  return near.length === 1 ? near[0] : near.length ? { candidates: near.slice(0, 5) } : null;
+}
+__name(findCompany, "findCompany");
+async function compare(db2, q2, now3 = Date.now()) {
+  const year = q2.year ?? latestYear(now3);
+  const uni = await universe(db2, now3);
+  const found = [], notFound = [];
+  const elsewhere = [];
+  for (const name of q2.companies.slice(0, 15)) {
+    const c = findCompany(uni.data, name) ?? await remembered(db2, `neeq:${name}`, now3, () => neeqCompany(name)).catch(() => null);
+    if (!c) elsewhere.push(name);
+    else if ("candidates" in c) notFound.push({ query: name, reason: "有几家名字相近，用股票代码再查", candidates: c.candidates.map((x) => `${x.name} ${x.code}`) });
+    else if (!found.some((f) => f.code === c.code)) found.push(c);
+  }
+  const tops = found.filter((c) => !c.market).map((c) => sector(c.industry));
+  const peerSw = q2.peerIndustry?.trim() || [...new Set(tops)].sort((a, b) => tops.filter((x) => x === b).length - tops.filter((x) => x === a).length)[0];
+  const abroad = /* @__PURE__ */ new Map();
+  for (const name of elsewhere) {
+    const r = await remembered(db2, `abroad:${name}`, now3, () => overseas(name)).catch(() => null);
+    if (!r) notFound.push({ query: name, reason: "不是 A 股、新三板、港股或美股上市公司（或名字写法不同）；未上市公司没有公开财报，放不进这张表", known: unlistedFacts(db2, name) });
+    else if (!peerSw) notFound.push({ query: name, reason: `${r.market}公司没有申万行业：和 A 股公司一起比，或给出拿哪个申万一级行业当同行（peerIndustry）` });
+    else if (!uni.data.some((c) => sector(c.industry) === peerSw)) notFound.push({ query: name, reason: `没有叫「${peerSw}」的申万一级行业` });
+    else if (!found.some((f) => f.code === r.code)) {
+      r.peerSw = peerSw;
+      abroad.set(r.code, r);
+      found.push(r);
+    }
+  }
+  const pools = /* @__PURE__ */ new Map();
+  for (const c of found) {
+    const g = peerGroup(c);
+    if (!pools.has(g.label)) pools.set(g.label, await industryPool(db2, g, year, uni.data, now3));
+  }
+  const outside = new Map(found.filter((c) => c.market === "新三板").map((c) => [c.code, { ...c, years: {} }]));
+  if (outside.size) await statements(outside, year);
+  const rows = found.map((c) => {
+    const pool = pools.get(peerGroup(c).label);
+    const other = outside.get(c.code) ?? abroad.get(c.code);
+    const me = pool.data.find((r) => r.code === c.code) ?? (other?.years[String(year)]?.revenue ? other : void 0);
+    if (!me) return { company: c, missingYear: true };
+    const m = measures(me, year);
+    const all = pool.data.map((r) => measures(r, year).main);
+    const pct = Object.fromEntries(KEYS.map((k) => {
+      const v = m.main[k];
+      return [k, v === null ? null : percentile(all.map((x) => x[k]).filter((x) => x !== null), v)];
+    }));
+    const n = Object.fromEntries(KEYS.map((k) => [k, all.filter((x) => x[k] !== null).length]));
+    return { company: c, years: me.years, value: m.main, pct, peers: n, more: m.more, moved: moved(m.more), labels: labels(pct), coverage: KEYS.filter((k) => m.main[k] !== null).length };
+  });
+  const ok = rows.filter((r) => "pct" in r);
+  const picks = ok.map((r) => ({ code: r.company.code, pct: r.pct }));
+  const spread = Math.max(0.02, Math.min(1, q2.spread ?? 0.1));
+  const scenarios = { ...SCENARIOS };
+  if (q2.weights) {
+    const w = Object.fromEntries(KEYS.map((k) => [k, Math.max(0, q2.weights[k] ?? 0)])), s = KEYS.reduce((a, k) => a + w[k], 0);
+    if (s > 0) scenarios.你设的权重 = Object.fromEntries(KEYS.map((k) => [k, w[k] / s]));
+  }
+  const under = Object.fromEntries(Object.entries(scenarios).map(([name, w]) => [name, { weights: w, ...placeUnder(picks, w, spread) }]));
+  const any = placeUnder(picks, SCENARIOS.均衡, 1, 4e3, 2);
+  const outdone = notOutdone(picks);
+  return {
+    year,
+    peerGroup: "同一行业的全部 A 股上市公司（当年有营收的）：A 股公司按申万一级，新三板公司按证监会行业",
+    data: { universeAt: uni.at, pools: Object.fromEntries([...pools].map(([k, v]) => [k, { at: v.at, companies: v.data.length }])), source: "东方财富 F10：公司概况、利润表、现金流量表（年报）" },
+    measures: FACETS,
+    companies: rows.map((r) => {
+      if (!("pct" in r)) return { code: r.company.code, name: r.company.name, org: r.company.org, industry: r.company.industry, market: r.company.market ?? "A股", note: /^[A-Z]/.test(r.company.code) ? `在申报上市（申报代码 ${r.company.code}），还没有公开的年报` : `没有 ${year} 年报数据（可能是当年之后才上市）` };
+      return {
+        code: r.company.code,
+        name: r.company.name,
+        org: r.company.org,
+        industry: r.company.industry,
+        market: r.company.market ?? "A股",
+        peerGroup: peerGroup(r.company).label,
+        ...r.company.market === "新三板" ? { yardstick: "新三板公司，按同一证监会行业的 A 股上市公司来量" } : {},
+        .../^[A-Z]/.test(r.company.code) ? { yardstick: `在申报上市（申报代码 ${r.company.code}），财务数据来自申报材料，按同行业 A 股上市公司来量` } : {},
+        ...r.company.peerSw ? { yardstick: `${r.company.market}公司，按申万一级「${r.company.peerSw}」的 A 股上市公司来量；不披露支付给职工的现金，待遇信号缺；金额是公司财报自己的币种，比较的都是比例，不受币种影响${r.company.approx ? `；「${r.company.name}」是按名字相近认的，请核对是不是你要的那家` : ""}` } : {},
+        years: r.years,
+        value: r.value,
+        percentile: r.pct,
+        peers: r.peers,
+        coverage: `${r.coverage}/4`,
+        more: r.more,
+        movedTogether: r.moved,
+        labels: r.labels,
+        outdoneBy: outdone.has(r.company.code) ? outdone.get(r.company.code).map((c) => ok.find((x) => x.company.code === c).company.name) : null,
+        under: Object.fromEntries(Object.entries(under).map(([k, v]) => [k, v.places.get(r.company.code)])),
+        anyWeighting: any.places.get(r.company.code)?.top3Share ?? null
+      };
+    }),
+    scenarios: Object.fromEntries(Object.entries(under).map(([k, v]) => [k, { weights: v.weights, samples: v.samples }])),
+    spread,
+    notFound,
+    method: `每项先在本行业同行里算百分位（越高越好），名次只在这几家之间排。「通常第 a–b 名」是在所选权重上下各 ${Math.round(spread * 100)} 个百分点内随机抽权重（固定种子）时名次的 10%–90% 范围；「进前三的比例」是这些权重里排进前三的占比，是偏好情景的比例，不是现实概率。缺数据的不估值，只给按已知指标的名次和最好 / 最坏情况。`
+  };
+}
+__name(compare, "compare");
+var yi = /* @__PURE__ */ __name((v) => v === null || v === void 0 ? "—" : `${(v / 1e8).toFixed(2)} 亿`, "yi");
+var pc = /* @__PURE__ */ __name((v) => v === null || v === void 0 ? "—" : `${(v * 100).toFixed(1)}%`, "pc");
+function factsMarkdown(c, r) {
+  if (!c.years) return `## 一、事实（职路取数）
+
+${c.note ?? "不是 A 股上市公司，职路没有它的同行数据。"}
+`;
+  const ys = Object.keys(c.years).sort().reverse().slice(0, 4);
+  const row2 = /* @__PURE__ */ __name((label2, f) => `| ${label2} | ${ys.map((y) => f(c.years[y])).join(" | ")} |`, "row");
+  const pool = r.data.pools[c.peerGroup];
+  return [
+    `## 一、事实（职路取数，${r.year} 年报口径）`,
+    "",
+    `${c.name}（${c.code}）· ${c.industry} · 员工 ${c.more.employees ?? "—"} 人（最新）`,
+    "",
+    `| 年份 | ${ys.join(" | ")} |`,
+    `|---|${ys.map(() => "---").join("|")}|`,
+    row2("营业总收入", (y) => yi(y.revenue)),
+    row2("归母净利润", (y) => yi(y.netProfit)),
+    row2("研发费用", (y) => yi(y.rd)),
+    row2("支付给职工的现金", (y) => yi(y.staffCash)),
+    row2("分配股利、利润或偿付利息的现金", (y) => yi(y.dividendCash)),
+    row2("购建长期资产的现金", (y) => yi(y.capex)),
+    "",
+    `在${c.peerGroup} ${pool?.companies ?? "?"} 家 A 股公司里的位置（百分位越高越好）${c.yardstick ? `；${c.yardstick}` : ""}：`,
+    "",
+    ...FACETS.map((f) => `- ${f.label}（${f.measure}）：${f.key === "pay" ? c.value.pay === null ? "—" : `${(c.value.pay / 1e4).toFixed(1)} 万/人` : pc(c.value[f.key])}，同行第 ${c.percentile[f.key] ?? "—"} 百分位${f.note ? `（${f.note}）` : ""}`),
+    `- 毛利率 ${pc(c.more.grossMargin)}；购建长期资产占营收 ${pc(c.more.capexToRevenue)}；分配股利和偿付利息的现金占净利 ${pc(c.more.dividendCashToProfit)}（含利息，不全是分红）`,
+    ...c.movedTogether.length ? [`- ${r.year} 年同期一起发生的：${c.movedTogether.join("；")}`] : [],
+    ...c.labels.length ? [`- 规则标签：${c.labels.map((l) => `${l.label}（${l.rule}）`).join("；")}`] : [],
+    "",
+    `来源：${r.data.source}，取数 ${pool?.at?.slice(0, 10) ?? "?"}。`,
+    ""
+  ].join("\n");
+}
+__name(factsMarkdown, "factsMarkdown");
+
+// apps/daemon/src/service/fit.ts
+import { parseJsonWithRepair, contentText } from "@earendil-works/pi-ai";
+var SYSTEM = `你是校招岗位匹配评估员。给你一位应届生的画像和一个岗位，逐条对照岗位的硬性要求（学历、专业、技能、经验、证书、地点）和工作内容，判断他能不能投、合不合适。
+只依据给出的内容，不要编造画像里没有的经历；岗位没写的要求不算缺口。
+只输出 JSON：{"score": 0-100 的整数, "verdict": "一句话结论（20 字内）", "meets": ["满足的要求，每条带画像里的依据"], "gaps": ["不满足或存疑的要求，每条写明差在哪"]}
+打分：硬性要求有明确不满足的不超过 40；硬性要求都满足且工作内容与其方向/研究/项目直接相关 80 以上；满足但方向只部分相关 55–79。`;
+function profileText(s) {
+  return listFacts(s.domain.db).items.filter((f) => f.kind !== "exclude").map((f) => `- ${f.kind}：${f.statement || Object.values(f.data ?? {}).join(" / ")}`).join("\n");
+}
+__name(profileText, "profileText");
+function postText(s, positionId) {
+  const p = s.domain.db.prepare(`select p.title, p.jd_text, p.degree_req, p.major_req, p.cities, c.degree_req c_degree, c.major_req c_major, c.cities c_cities, c.source_kind, co.name, co.type
+    from position p join campaign c on c.id = p.campaign_id join company co on co.id = c.company_id where p.id = ?`).get(positionId);
+  if (!p) return null;
+  const agg = isAggregate(p.source_kind);
+  return `公司：${p.name}（${p.type || "类型未知"}）
+岗位：${p.title}
+地点：${json.parse(p.cities, []).join("、") || json.parse(p.c_cities, []).join("、") || "未写"}
+学历要求：${p.degree_req || p.c_degree || "未写"}
+专业要求：${p.major_req || (agg ? p.c_major : "") || "未写"}
+JD：
+${(p.jd_text || "（来源没有提供 JD 正文，只能按岗位名判断）").slice(0, 5e3)}`;
+}
+__name(postText, "postText");
+async function deepFit(s, positionId) {
+  if (!s.llm) throw new Error("没有配置模型");
+  const post = postText(s, positionId);
+  if (!post) return null;
+  const profile = profileText(s);
+  const msg = await withPurpose("fit.deep", positionId, () => s.llm.models.completeSimple(s.llm.model(), { systemPrompt: SYSTEM, messages: [{ role: "user", content: [{ type: "text", text: `## 画像
+${profile}
+
+## 岗位
+${post}` }], timestamp: Date.now() }] }, { reasoning: "low" }));
+  const o = parseJsonWithRepair(contentText(msg.content).trim().replace(/^```(?:json)?\s*|\s*```$/g, ""));
+  const list2 = /* @__PURE__ */ __name((v) => Array.isArray(v) ? v.map(String).slice(0, 10) : [], "list");
+  const score2 = Math.max(0, Math.min(100, Math.round(Number(o.score) || 0)));
+  s.domain.db.prepare(`insert into position_fit(position_id, score, verdict, meets, gaps, model, profile_hash, created_at) values (?,?,?,?,?,?,?,?)
+    on conflict(position_id) do update set score = excluded.score, verdict = excluded.verdict, meets = excluded.meets, gaps = excluded.gaps, model = excluded.model, profile_hash = excluded.profile_hash, created_at = excluded.created_at`).run(positionId, score2, String(o.verdict ?? "").slice(0, 60), json.str(list2(o.meets)), json.str(list2(o.gaps)), String(s.llm.model()?.id ?? ""), sha(profile), now());
+  return score2;
+}
+__name(deepFit, "deepFit");
+var queue = [];
+var failed = /* @__PURE__ */ new Map();
+var running = false;
+function enqueueFit(s, ids, opts = {}) {
+  const hash2 = sha(profileText(s));
+  const fresh2 = new Set(s.domain.db.prepare(`select position_id from position_fit where profile_hash = ?`).all(hash2).map((r) => r.position_id));
+  const todo = ids.filter((id) => (opts.force || !fresh2.has(id)) && !queue.includes(id));
+  queue.push(...todo);
+  for (const id of todo) failed.delete(id);
+  void drain2(s);
+  return { queued: todo.length, alreadyDone: opts.force ? 0 : ids.filter((id) => fresh2.has(id)).length, pending: queue.length };
+}
+__name(enqueueFit, "enqueueFit");
+async function drain2(s) {
+  if (running) return;
+  running = true;
+  try {
+    let waits = 0;
+    while (queue.length) {
+      const id = queue[0];
+      try {
+        await deepFit(s, id);
+        queue.shift();
+        s.onDataChanged?.();
+      } catch (e) {
+        if (e?.code === "MODEL_DELEGATED" && waits < 60) {
+          waits++;
+          await new Promise((r) => setTimeout(r, 6e4));
+          continue;
+        }
+        failed.set(id, String(e?.message ?? e).slice(0, 200));
+        queue.shift();
+      }
+    }
+  } finally {
+    running = false;
+  }
+}
+__name(drain2, "drain");
+function listFit(s, q2) {
+  const hash2 = sha(profileText(s));
+  const rows = q2.companyId ? s.domain.db.prepare(`select f.* from position_fit f join position p on p.id = f.position_id join campaign c on c.id = p.campaign_id where c.company_id = ?`).all(q2.companyId) : s.domain.db.prepare(`select * from position_fit where position_id in (${(q2.positionIds ?? []).map(() => "?").join(",") || "''"})`).all(...q2.positionIds ?? []);
+  return {
+    items: rows.map((r) => ({ positionId: r.position_id, score: r.score, verdict: r.verdict, meets: json.parse(r.meets, []), gaps: json.parse(r.gaps, []), model: r.model, at: r.created_at, stale: r.profile_hash !== hash2 })),
+    pending: [...queue],
+    failed: Object.fromEntries(failed)
+  };
+}
+__name(listFit, "listFit");
+
+// apps/daemon/src/agent/research.ts
 var RESEARCH_SCHEMA = {
   type: "object",
   additionalProperties: false,
@@ -576,6 +1092,136 @@ ${GRADE_RULES}
 最终只输出符合 schema 的 JSON（report_markdown 用中文，按上面 6 项分节，含"证据清单"一节把 evidence 再列一遍）。`;
 }
 __name(intelPrompt, "intelPrompt");
+var EMPLOYER_SCHEMA = {
+  type: "object",
+  additionalProperties: false,
+  required: ["summary", "report_markdown", "evidence", "claims", "staff", "layoffs"],
+  properties: {
+    summary: { type: "string", description: "3 句以内：这家公司作为雇主的要点，不打分" },
+    report_markdown: { type: "string", description: "中文 Markdown，从「## 二、人员：规模、人均薪资、裁员」写起：二、人员 / 三、利润为什么变 / 四、钱去了哪 / 五、激励和技术人员 / 六、上市与资本 / 七、求职信号 / 八、和你的匹配 / 九、证据清单" },
+    staff: {
+      type: "array",
+      description: "近几年的年末员工数，每年一条，查不到的年份不写",
+      items: { type: "object", additionalProperties: false, required: ["year", "employees", "source", "url"], properties: { year: { type: "number" }, employees: { type: "number" }, source: { type: "string", description: "年报「员工情况」/ 公示年报社保参保人数 / 招股书 / 其他（写明）" }, url: { type: "string" } } }
+    },
+    layoffs: {
+      type: "array",
+      description: "近三年裁员、降薪、欠薪、大规模离职的报道；没搜到就给空数组",
+      items: { type: "object", additionalProperties: false, required: ["date", "what", "url"], properties: { date: { type: "string" }, what: { type: "string", description: "发生了什么、涉及哪些部门或多少人，照报道写" }, url: { type: "string" } } }
+    },
+    evidence: RESEARCH_SCHEMA.properties.evidence,
+    claims: {
+      type: "array",
+      description: "报告里每条定性结论",
+      items: {
+        type: "object",
+        additionalProperties: false,
+        required: ["text", "type", "urls", "counter", "limits"],
+        properties: { text: { type: "string" }, type: { type: "string", enum: ["事实", "解读", "推断"] }, urls: { type: "array", items: { type: "string" } }, counter: { type: "string", description: "找过的反面说法；没找到就写「没找到」" }, limits: { type: "string", description: "这条结论的限制" } }
+      }
+    }
+  }
+};
+async function employerFacts(s, companyName) {
+  try {
+    const r = await compare(s.domain.db, { companies: [companyName] });
+    const c = r.companies[0];
+    return { md: c ? factsMarkdown(c, r) : factsMarkdown({ note: r.notFound[0]?.reason ?? "不是 A 股上市公司" }, r), staffCash: Object.fromEntries(Object.entries(c?.years ?? {}).map(([y, v]) => [y, v.staffCash])) };
+  } catch (e) {
+    return { staffCash: {}, md: `## 一、事实（职路取数）
+
+这次没取到行业数据（${String(e?.message ?? e).slice(0, 120)}），下面的数字都来自调研员给的来源。
+` };
+  }
+}
+__name(employerFacts, "employerFacts");
+function employerPrompt(s, companyName, facts) {
+  const db2 = s.domain.db;
+  const co = db2.prepare("select id from company where name = ?").get(companyName);
+  const intel2 = co ? db2.prepare("select kind, data_json from company_intel where company_id = ? and kind in ('announcements','dividends','ipo','listing','reports')").all(co.id) : [];
+  const card2 = intel2.map((r) => {
+    const d = JSON.parse(r.data_json);
+    if (r.kind === "listing") return d.none ? "上市：巨潮、股转、美股都没查到" : `上市：${d.market} ${d.code}`;
+    if (r.kind === "ipo") return `深交所项目库：${d.szse ? `${d.szse.stage}（${d.szse.date ?? ""}）` : "未检出"}`;
+    if (r.kind === "dividends") return `已实施的分红：${(d.items ?? []).map((x) => `${x.period} ${x.plan}`).join("；") || "无"}`;
+    if (r.kind === "announcements") return `近一年相关公告：
+${(d.hits ?? []).filter((h) => /激励|持股|回购|减持|增持|上市|辅导|募集/.test(h.title)).slice(0, 20).map((h) => `  - ${h.date} ${h.title} ${h.url}`).join("\n") || "  （无）"}`;
+    if (r.kind === "reports") return `近一年研报标题：${(d.items ?? []).slice(0, 5).map((x) => x.title).join("；")}`;
+    return "";
+  }).filter(Boolean).join("\n");
+  const posts = co ? db2.prepare("select p.title from position p join campaign c on c.id = p.campaign_id where c.company_id = ? and p.status = 'open' limit 40").all(co.id).map((p) => p.title) : [];
+  const profile = profileText(s).split("\n").filter((l) => !l.startsWith("- basic")).join("\n");
+  return `你是就业调研员，替一位求职者评估「${companyName}」这家雇主。今天：${now().slice(0, 10)}。
+
+## 职路已经算好的事实（报告第一节由职路放，你不用重写；引用时数字照抄，别的数字要给来源）
+${facts}
+## 企业情况卡里已有的
+${card2 || "（还没有）"}
+
+## 这家公司在岗位库里在招的
+${posts.length ? posts.join("、") : "（库里没有）"}
+
+## 求职者资料
+${profile || "（资料是空的）"}
+
+## 要回答的（证据不够就写「依据不足」，不要编）
+二、人员：规模、人均薪资、裁员。想知道的是：在不在裁员、人均拿多少、规模多大。
+  - 近几年的年末员工数放进 staff，每年一条带来源：上市公司读年报「员工情况」的「在职员工的数量合计」；未上市的查国家企业信用信息公示系统年报里的「社保参保人数」（企查查、天眼查页面常有转载），或招股书。职路会用它和「支付给职工的现金」算每年人均，写在报告里，你不用算。
+  - 搜近三年的裁员、降薪、欠薪、大规模离职报道（脉脉、新闻、黑猫投诉都可以），放进 layoffs，照报道写日期、发生了什么、涉及多少人和链接；没搜到就给空数组，在正文里写「没有搜到」，不等于没有。
+  - 正文里写你对人员变化的解读：人数和工资总额怎么变的、和业务变化对得上吗。
+三、利润为什么变：营收、成本、人数分开说。只有年报「管理层讨论与分析」或公告写明的才说是原因，否则写「同时发生」并标待核实。是不是靠减员、降薪省出来的：和第二节的人数、职工现金对照。
+四、钱去了哪：研发、分红和回购、资本开支、并购，按上面的事实表和公告说。
+五、激励和技术人员：近三年的股权激励、员工持股计划，读公告原文，摘出激励对象（核心技术人员几人、占员工比例）、授予价格、考核条件；写明有没有覆盖技术人员。研发人员占比、技术岗在公司里的分量。
+六、上市与资本：已上市的写板块和近期再融资、减持；未上市的写融资轮次（天使、A、B…、战略投资）、每轮的时间、金额和主要投资方（来源：公司公告、36氪等媒体、企查查 / 天眼查公开页面，注明是哪一种），并查深交所、上交所、北交所的 IPO 项目库和证监会辅导备案，写「截至今天，以哪些名称在哪些库里没检出」，或者给出所处阶段和日期。
+七、求职信号：在招什么方向、口碑与风险（裁员、欠薪、诉讼、减持等新闻，注明日期和来源）。
+八、和这位求职者的匹配：优势、风险、未知各几条，单列，不并入对公司本身的判断。
+
+规则：
+- 每条定性结论放进 claims：类型（事实 / 解读 / 推断）、证据 URL、找过的反面说法（没找到写「没找到」）、限制。
+- 不打分、不给总分、不写「推荐指数」，不替求职者决定去不去。
+${GRADE_RULES}
+最终只输出符合 schema 的 JSON（report_markdown 从「## 二、人员：规模、人均薪资、裁员」写起，最后一节「九、证据清单」把 evidence 再列一遍）。`;
+}
+__name(employerPrompt, "employerPrompt");
+async function startEmployerReport(s, companyName) {
+  const company = s.domain.db.prepare("select id from company where name = ?").get(companyName);
+  const companyId = company?.id ?? s.domain.upsertCompany(companyName);
+  const facts = await employerFacts(s, companyName);
+  const { runId } = spawnRun(s, { runner: "claude", mode: "research.company", subjectType: "company", subjectId: companyId, subjectLabel: companyName, prompt: employerPrompt(s, companyName, facts.md), schema: EMPLOYER_SCHEMA, maxTurns: 50 });
+  const workflowId = s.workflows.start("research_run", runId, `research_run:${runId}`, { companyName, companyId, prefix: facts.md, staffCash: facts.staffCash });
+  return { runId, workflowId };
+}
+__name(startEmployerReport, "startEmployerReport");
+function staffMarkdown(so, staffCash = {}) {
+  const staff = (so.staff ?? []).filter((x) => x.employees > 0).sort((a, b) => b.year - a.year);
+  const layoffs = so.layoffs ?? [];
+  if (!so.staff && !so.layoffs) return "";
+  const per = /* @__PURE__ */ __name((x) => {
+    const c = staffCash[String(x.year)];
+    return c ? c / x.employees : null;
+  }, "per");
+  const wan = /* @__PURE__ */ __name((v) => v === null ? "—" : `${(v / 1e4).toFixed(1)} 万`, "wan");
+  const pctOf = /* @__PURE__ */ __name((a, b) => `${a >= b ? "+" : ""}${((a - b) / b * 100).toFixed(0)}%`, "pctOf");
+  const out = ["### 人员（员工数由调研员查、带来源；职工现金和人均由职路算）", ""];
+  if (staff.length) {
+    out.push("| 年份 | 年末员工数 | 来源 | 支付给职工的现金 | 人均 |", "|---|---|---|---|---|");
+    for (const x of staff) out.push(`| ${x.year} | ${x.employees} | [${x.source}](${x.url}) | ${staffCash[String(x.year)] ? `${(staffCash[String(x.year)] / 1e8).toFixed(2)} 亿` : "—"} | ${wan(per(x))} |`);
+    const [last, first] = [staff[0], staff[staff.length - 1]];
+    if (staff.length > 1) {
+      const pl = per(last), pf = per(first);
+      out.push("", `${first.year}→${last.year}：人数 ${first.employees}→${last.employees}（${pctOf(last.employees, first.employees)}）${pl && pf ? `；人均 ${wan(pf)}→${wan(pl)}（${pctOf(pl, pf)}）` : ""}。人均按年末人数算，含奖金、社保和离职补偿，裁员当年会偏高。`);
+    }
+  } else out.push("调研员没有查到历年员工数。");
+  out.push("", layoffs.length ? "裁员、降薪等报道：" : "没有搜到近三年的裁员、降薪报道（没搜到不等于没有）。", ...layoffs.map((l) => `- ${l.date} ${l.what}（[来源](${l.url})）`), "");
+  return out.join("\n");
+}
+__name(staffMarkdown, "staffMarkdown");
+function claimsMarkdown(so) {
+  const cell3 = /* @__PURE__ */ __name((x) => String(x ?? "").replace(/\|/g, "/").replace(/\s*\n\s*/g, " "), "cell");
+  const claims = so.claims ?? [];
+  return claims.length ? ["", "", "## 结论核对", "", "| 结论 | 类型 | 证据 | 反面说法 | 限制 |", "|---|---|---|---|---|", ...claims.map((c) => `| ${cell3(c.text)} | ${cell3(c.type)} | ${(c.urls ?? []).map((u, i) => `[${i + 1}](${u})`).join(" ") || "无"} | ${cell3(c.counter)} | ${cell3(c.limits)} |`)].join("\n") : "";
+}
+__name(claimsMarkdown, "claimsMarkdown");
 function startResearch(s, companyName, question = "") {
   const company = s.domain.db.prepare("select id from company where name = ?").get(companyName);
   const companyId = company?.id ?? s.domain.upsertCompany(companyName);
@@ -623,7 +1269,9 @@ summary: ${JSON.stringify(so.summary ?? "")}
 ---
 
 `;
-        writeFileSync3(path, header + so.report_markdown + "\n", "utf8");
+        writeFileSync3(path, header + (checkpoint.prefix ? `${checkpoint.prefix}
+${staffMarkdown(so, checkpoint.staffCash)}
+` : "") + so.report_markdown + claimsMarkdown(so) + "\n", "utf8");
         const ins = s.domain.db.prepare("insert into evidence(id, subject_type, subject_id, grade, url, title, quote, fetched_at, report_path, run_id) values (?,?,?,?,?,?,?,?,?,?)");
         for (const e of so.evidence ?? []) ins.run(ulid(), "company", checkpoint.companyId, e.grade ?? "推断", e.url ?? "", e.title ?? "", e.quote ?? "", now(), path, runId);
         s.domain.db.prepare("update agent_run set status = 'done', output_path = ?, summary = ?, session_id = ?, cost_usd = ?, finished_at = ? where id = ?").run(path, String(so.summary ?? "").slice(0, 500), r.sessionId ?? "", r.costUsd ?? 0, now(), runId);
@@ -971,98 +1619,6 @@ import { join as join5 } from "node:path";
 import { ulid as ulid3 } from "ulid";
 import YAML from "yaml";
 
-// apps/daemon/src/service/fit.ts
-import { parseJsonWithRepair, contentText } from "@earendil-works/pi-ai";
-var SYSTEM = `你是校招岗位匹配评估员。给你一位应届生的画像和一个岗位，逐条对照岗位的硬性要求（学历、专业、技能、经验、证书、地点）和工作内容，判断他能不能投、合不合适。
-只依据给出的内容，不要编造画像里没有的经历；岗位没写的要求不算缺口。
-只输出 JSON：{"score": 0-100 的整数, "verdict": "一句话结论（20 字内）", "meets": ["满足的要求，每条带画像里的依据"], "gaps": ["不满足或存疑的要求，每条写明差在哪"]}
-打分：硬性要求有明确不满足的不超过 40；硬性要求都满足且工作内容与其方向/研究/项目直接相关 80 以上；满足但方向只部分相关 55–79。`;
-function profileText(s) {
-  return listFacts(s.domain.db).items.filter((f) => f.kind !== "exclude").map((f) => `- ${f.kind}：${f.statement || Object.values(f.data ?? {}).join(" / ")}`).join("\n");
-}
-__name(profileText, "profileText");
-function postText(s, positionId) {
-  const p = s.domain.db.prepare(`select p.title, p.jd_text, p.degree_req, p.major_req, p.cities, c.degree_req c_degree, c.major_req c_major, c.cities c_cities, c.source_kind, co.name, co.type
-    from position p join campaign c on c.id = p.campaign_id join company co on co.id = c.company_id where p.id = ?`).get(positionId);
-  if (!p) return null;
-  const agg = isAggregate(p.source_kind);
-  return `公司：${p.name}（${p.type || "类型未知"}）
-岗位：${p.title}
-地点：${json.parse(p.cities, []).join("、") || json.parse(p.c_cities, []).join("、") || "未写"}
-学历要求：${p.degree_req || p.c_degree || "未写"}
-专业要求：${p.major_req || (agg ? p.c_major : "") || "未写"}
-JD：
-${(p.jd_text || "（来源没有提供 JD 正文，只能按岗位名判断）").slice(0, 5e3)}`;
-}
-__name(postText, "postText");
-async function deepFit(s, positionId) {
-  if (!s.llm) throw new Error("没有配置模型");
-  const post = postText(s, positionId);
-  if (!post) return null;
-  const profile = profileText(s);
-  const msg = await withPurpose("fit.deep", positionId, () => s.llm.models.completeSimple(s.llm.model(), { systemPrompt: SYSTEM, messages: [{ role: "user", content: [{ type: "text", text: `## 画像
-${profile}
-
-## 岗位
-${post}` }], timestamp: Date.now() }] }, { reasoning: "low" }));
-  const o = parseJsonWithRepair(contentText(msg.content).trim().replace(/^```(?:json)?\s*|\s*```$/g, ""));
-  const list2 = /* @__PURE__ */ __name((v) => Array.isArray(v) ? v.map(String).slice(0, 10) : [], "list");
-  const score = Math.max(0, Math.min(100, Math.round(Number(o.score) || 0)));
-  s.domain.db.prepare(`insert into position_fit(position_id, score, verdict, meets, gaps, model, profile_hash, created_at) values (?,?,?,?,?,?,?,?)
-    on conflict(position_id) do update set score = excluded.score, verdict = excluded.verdict, meets = excluded.meets, gaps = excluded.gaps, model = excluded.model, profile_hash = excluded.profile_hash, created_at = excluded.created_at`).run(positionId, score, String(o.verdict ?? "").slice(0, 60), json.str(list2(o.meets)), json.str(list2(o.gaps)), String(s.llm.model()?.id ?? ""), sha(profile), now());
-  return score;
-}
-__name(deepFit, "deepFit");
-var queue = [];
-var failed = /* @__PURE__ */ new Map();
-var running = false;
-function enqueueFit(s, ids, opts = {}) {
-  const hash2 = sha(profileText(s));
-  const fresh2 = new Set(s.domain.db.prepare(`select position_id from position_fit where profile_hash = ?`).all(hash2).map((r) => r.position_id));
-  const todo = ids.filter((id) => (opts.force || !fresh2.has(id)) && !queue.includes(id));
-  queue.push(...todo);
-  for (const id of todo) failed.delete(id);
-  void drain2(s);
-  return { queued: todo.length, alreadyDone: opts.force ? 0 : ids.filter((id) => fresh2.has(id)).length, pending: queue.length };
-}
-__name(enqueueFit, "enqueueFit");
-async function drain2(s) {
-  if (running) return;
-  running = true;
-  try {
-    let waits = 0;
-    while (queue.length) {
-      const id = queue[0];
-      try {
-        await deepFit(s, id);
-        queue.shift();
-        s.onDataChanged?.();
-      } catch (e) {
-        if (e?.code === "MODEL_DELEGATED" && waits < 60) {
-          waits++;
-          await new Promise((r) => setTimeout(r, 6e4));
-          continue;
-        }
-        failed.set(id, String(e?.message ?? e).slice(0, 200));
-        queue.shift();
-      }
-    }
-  } finally {
-    running = false;
-  }
-}
-__name(drain2, "drain");
-function listFit(s, q) {
-  const hash2 = sha(profileText(s));
-  const rows = q.companyId ? s.domain.db.prepare(`select f.* from position_fit f join position p on p.id = f.position_id join campaign c on c.id = p.campaign_id where c.company_id = ?`).all(q.companyId) : s.domain.db.prepare(`select * from position_fit where position_id in (${(q.positionIds ?? []).map(() => "?").join(",") || "''"})`).all(...q.positionIds ?? []);
-  return {
-    items: rows.map((r) => ({ positionId: r.position_id, score: r.score, verdict: r.verdict, meets: json.parse(r.meets, []), gaps: json.parse(r.gaps, []), model: r.model, at: r.created_at, stale: r.profile_hash !== hash2 })),
-    pending: [...queue],
-    failed: Object.fromEntries(failed)
-  };
-}
-__name(listFit, "listFit");
-
 // apps/daemon/src/service/same-company.ts
 var GROUPS = [
   [/^(中国船舶(重工|工业)?集团(有限公司)?|中国船舶|中船集团|中船)/, "中船"],
@@ -1665,9 +2221,9 @@ ${m.text}`, "utf8");
   return { message: msgRow(db2.prepare("select * from message where id = ?").get(id)), added: true };
 }
 __name(ingestMessage, "ingestMessage");
-function listMessages(db2, q = {}) {
-  const where = q.category ? "where category = ?" : q.includeOther ? "" : "where category != '其他'";
-  const rows = db2.prepare(`select * from message ${where} order by received_at desc limit ?`).all(...q.category ? [q.category] : [], q.limit ?? 100);
+function listMessages(db2, q2 = {}) {
+  const where = q2.category ? "where category = ?" : q2.includeOther ? "" : "where category != '其他'";
+  const rows = db2.prepare(`select * from message ${where} order by received_at desc limit ?`).all(...q2.category ? [q2.category] : [], q2.limit ?? 100);
   return { items: rows.map(msgRow) };
 }
 __name(listMessages, "listMessages");
@@ -1897,9 +2453,9 @@ function pickResume(db2, positionId) {
     const inTitle = x.roleKeywords.filter((k) => title.includes(low2(k)));
     const inJd = x.roleKeywords.filter((k) => !title.includes(low2(k)) && jd.includes(low2(k)));
     const types = x.companyTypes.filter((t) => ctype.includes(low2(t)) || industry.includes(low2(t)));
-    const score = 3 * inTitle.length + Math.min(inJd.length, 3) + (types.length ? 2 : 0);
+    const score2 = 3 * inTitle.length + Math.min(inJd.length, 3) + (types.length ? 2 : 0);
     const reason = [inTitle.length && `岗位名含 ${inTitle.join("/")}`, inJd.length && `JD 提到 ${inJd.join("/")}`, types.length && `公司类型 ${types.join("/")}`].filter(Boolean).join("；");
-    return { resume: x, score, reason };
+    return { resume: x, score: score2, reason };
   }).sort((a, b) => b.score - a.score || Number(b.resume.isDefault) - Number(a.resume.isDefault) || a.resume.createdAt.localeCompare(b.resume.createdAt));
   const best = scored[0] ?? null;
   return {
@@ -2239,7 +2795,7 @@ var profileMatch = {
     const cities = terms(facts.filter((f) => f.kind === "preference" && f.data.field === "城市").map((f) => f.data.value));
     const gaps = s.domain.db.prepare("select concept_id from user_gap where status = 'confirmed'").all().map((r) => r.concept_id);
     const me = userSide(facts, myLevel, gaps);
-    if (!me.evidence.length && !majors.length) throw new DomainError("PROFILE_EMPTY", "画像里还没有可用的方向、技能或项目，无法匹配");
+    if (!me.evidence.length && !majors.length) throw new DomainError("PROFILE_EMPTY", "你的资料里还没有可用的方向、技能或项目，无法匹配");
     const distinct = new Set(me.evidence.map((e) => e.conceptId).filter((id) => concept(id)?.distinct));
     const majorText = /* @__PURE__ */ __name((c) => c.majorReq || (/专业(?:要求)?[:：]\s*([^\n；;。]+)/.exec(c.jd)?.[1] ?? "") || (c.agg ? c.campaignMajor : ""), "majorText");
     const hits = [];
@@ -2316,12 +2872,12 @@ function expandHits(s, done) {
   const official = new Set(campaigns.filter((c) => live.has(c.id) && !isAggregate(c.source_kind)).map((c) => c.company_id));
   const name = db2.prepare("select name from company where id = ?");
   const twinHasJobs = /* @__PURE__ */ __name((id) => !!done && (units.get(unitKey(name.get(id).name)) ?? []).some((c) => c.id !== id && official.has(c.id)), "twinHasJobs");
-  for (const [companyId, score] of best) {
+  for (const [companyId, score2] of best) {
     const rows = open.all(companyId);
     if (!rows.length || rows.some((r) => !isAggregate(r.source_kind)) || twinHasJobs(companyId)) continue;
     const e = entryOf(rows.flatMap((r) => [r.apply_url, r.notice_url]).filter(Boolean));
     if (e.url && done?.has(siteKeyOf(e.url))) continue;
-    hits.push({ companyId, score: score + (e.readable ? 1 : 0), reason: `只有汇总表信息；${e.label}` });
+    hits.push({ companyId, score: score2 + (e.readable ? 1 : 0), reason: `只有汇总表信息；${e.label}` });
   }
   const groups = db2.prepare(`select id, industry from company where type = '央国企' and name not like '%（%' and name not like '%(%'
       and (name like '%集团' or name like '%集团有限公司' or (name like '中国%' and length(name) <= 6))`).all();
@@ -2459,7 +3015,7 @@ function pruneAutoSources(s) {
   const cared = /* @__PURE__ */ new Set();
   for (let i = 0; i < ids.length; i += 500) for (const r of s.domain.db.prepare(`select name from company where id in (${ids.slice(i, i + 500).map(() => "?").join(",")})`).all(...ids.slice(i, i + 500))) cared.add(r.name);
   const seen2 = /* @__PURE__ */ new Set();
-  const keep = s.config.sources.filter((c) => {
+  const keep2 = s.config.sources.filter((c) => {
     const key = c.url ? siteKeyOf(c.url) : c.id;
     if (!c.auto || c.discover) {
       seen2.add(key);
@@ -2470,8 +3026,8 @@ function pruneAutoSources(s) {
     return true;
   });
   const before = s.config.sources.length;
-  if (keep.length !== before) saveSources(dataOf(s), keep);
-  return { before, after: keep.length };
+  if (keep2.length !== before) saveSources(dataOf(s), keep2);
+  return { before, after: keep2.length };
 }
 __name(pruneAutoSources, "pruneAutoSources");
 
@@ -4515,7 +5071,7 @@ async function browserRead(s, url, input, finish2) {
     });
     await opened.done();
   }, "done");
-  let keep = false;
+  let keep2 = false;
   try {
     await page.goto(url, { waitUntil: "domcontentloaded", timeout: 2e4 }).catch(() => {
     });
@@ -4531,14 +5087,14 @@ async function browserRead(s, url, input, finish2) {
     const r = await extract(s, page, url, input, finish2, opened.page);
     page = r.pageOut;
     if (input.mode === "open" && r.result.status !== "blocked") {
-      keep = true;
+      keep2 = true;
       const x = { id: ulid6(), page, done, origin, actions: (input.steps?.length ?? 0) + 1, createdAt: Date.now(), lastUsed: Date.now(), chain: Promise.resolve() };
       sessions.set(x.id, x);
       return { ...r.result, session: sessionInfo(x, "ready") };
     }
     return r.result;
   } finally {
-    if (!keep) await done();
+    if (!keep2) await done();
   }
 }
 __name(browserRead, "browserRead");
@@ -4854,14 +5410,14 @@ function pickCandidates(rows, applied) {
   return out.sort((a, b) => b.prefScore - a.prefScore || String(a.closesAt ?? "9").localeCompare(String(b.closesAt ?? "9")));
 }
 __name(pickCandidates, "pickCandidates");
-function exploreCandidates(s, q = {}) {
+function exploreCandidates(s, q2 = {}) {
   const db2 = s.domain.db;
   const since = s.config.season?.since ?? new Date(Date.now() - 180 * 864e5).toISOString().slice(0, 10);
   const applied = /* @__PURE__ */ new Map();
   for (const r of db2.prepare("select c.company_id id, count(*) n from application a join position p on p.id = a.position_id join campaign c on c.id = p.campaign_id where a.state != 'cancelled' and a.created_at >= ? group by c.company_id").all(since)) applied.set(r.id, r.n);
   const { items } = listPool(db2, { recommendedOnly: true, minTier: "可迁移", hideExpectationFail: true, limit: 5e3, sort: "match" });
   const all = pickCandidates(items, applied);
-  return { season: s.config.season?.key ?? "", since, total: all.length, items: all.slice(0, q.limit ?? 50) };
+  return { season: s.config.season?.key ?? "", since, total: all.length, items: all.slice(0, q2.limit ?? 50) };
 }
 __name(exploreCandidates, "exploreCandidates");
 
@@ -5332,7 +5888,7 @@ function login(s) {
   return manager ??= createOAuthLoginManager({ models: s.llm.models });
 }
 __name(login, "login");
-var remembered = /* @__PURE__ */ __name((s, provider) => (YAML2.parse(readFileSync13(configFile(s.config.vault), "utf8"))?.llm?.selections ?? {})[provider] ?? "", "remembered");
+var remembered2 = /* @__PURE__ */ __name((s, provider) => (YAML2.parse(readFileSync13(configFile(s.config.vault), "utf8"))?.llm?.selections ?? {})[provider] ?? "", "remembered");
 function persist(s, provider, model) {
   updateConfig(s.config.vault, (doc) => {
     doc.llm = { ...doc.llm ?? {}, provider, model, selections: { ...doc.llm?.selections ?? {}, ...model ? { [provider]: model } : {} } };
@@ -5406,7 +5962,7 @@ async function modelProvider(s, providerId, authType) {
   if (phase === "running" || phase === "waiting_for_input") lm.cancel();
   chosenAuth = authType;
   if (providerId !== s.config.llm.provider) {
-    const list2 = listProviderModels(s.llm.models, providerId), was = remembered(s, providerId);
+    const list2 = listProviderModels(s.llm.models, providerId), was = remembered2(s, providerId);
     persist(s, providerId, list2.some((m) => m.id === was) ? was : list2[0]?.id ?? "");
   }
   return modelStatus(s);
@@ -5471,13 +6027,13 @@ __name(tagCompany, "tagCompany");
 import { join as join12 } from "node:path";
 
 // apps/daemon/src/service/opportunity-gaps.ts
-function listGaps(s, q = {}) {
+function listGaps(s, q2 = {}) {
   const all = s.domain.db.prepare(`select a.position_id, a.position_id id, p.campaign_id, p.closes_at, a.json, p.title, co.name company, c.company_id from position_assessment a
     join position p on p.id = a.position_id join campaign c on c.id = p.campaign_id join company co on co.id = c.company_id
     where p.status != 'closed'`).all();
   const expired2 = expiredMany(s.domain.db, all);
   const rows = all.filter((r) => !expired2.get(r.id));
-  const minA = q.minA ?? 30;
+  const minA = q2.minA ?? 30;
   const acc = /* @__PURE__ */ new Map();
   let related = 0;
   for (const r of rows) {
@@ -5833,7 +6389,8 @@ var handlers = {
     s.onDataChanged?.();
     return r;
   }, "import.csv"),
-  "listing.capture": /* @__PURE__ */ __name(async (i, _a, s) => {
+  "listing.capture": /* @__PURE__ */ __name(async (i, a, s) => {
+    if (a.kind === "agent" && providerOf(i.url).provider === "boss") throw new ToolError("USE_BOOKMARK", "BOSS 直聘的岗位请用户自己在浏览器里打开，用捕获书签收；BOSS 的用户协议不允许程序代为读取");
     const pull2 = sourceFor(i.url);
     if (pull2?.fetch) {
       const tenantUrl = pull2.id === "moka" ? i.url.split("#")[0] : i.url;
@@ -5886,7 +6443,7 @@ var handlers = {
     s.onDataChanged?.();
     return { id: i.id, name: cfg.name ?? "", droppedCampaigns };
   }, "source.remove"),
-  "research.company": /* @__PURE__ */ __name((i, _a, s) => startResearch(s, i.companyName, i.question), "research.company"),
+  "research.company": /* @__PURE__ */ __name((i, _a, s) => i.question === "就业评估" ? startEmployerReport(s, i.companyName) : startResearch(s, i.companyName, i.question), "research.company"),
   "research.topic": /* @__PURE__ */ __name(async (i, _a, s) => {
     try {
       return await startTopicResearch(s, i);
@@ -5898,6 +6455,7 @@ var handlers = {
   "industry.reports": /* @__PURE__ */ __name((i, _a, s) => dataTool("industry.reports", i, s), "industry.reports"),
   "industry.companies": /* @__PURE__ */ __name((i, _a, s) => dataTool("industry.companies", i, s), "industry.companies"),
   "company.financials": /* @__PURE__ */ __name((i, _a, s) => dataTool("company.financials", i, s), "company.financials"),
+  "employer.compare": /* @__PURE__ */ __name((i, _a, s) => compare(s.domain.db, i), "employer.compare"),
   "labor.us": /* @__PURE__ */ __name((i, _a, s) => dataTool("labor.us", i, s), "labor.us"),
   "research.report": /* @__PURE__ */ __name((i, _a, s) => {
     const r = getTopic(s, i.runId);
@@ -6080,9 +6638,9 @@ var handlers = {
   "company.official": /* @__PURE__ */ __name((i, _a, s) => ({ links: officialLinks(s, i.companyId) }), "company.official"),
   "company.syncOfficial": /* @__PURE__ */ __name((i, _a, s) => syncOfficial(s, i.companyId), "company.syncOfficial"),
   "company.search": /* @__PURE__ */ __name((i, _a, s) => searchCompanies(s.domain.db, i.query, i.limit ?? 10), "company.search"),
-  "company.intel": /* @__PURE__ */ __name((i, _a, s) => getIntel(s, i.companyId), "company.intel"),
+  "company.intel": /* @__PURE__ */ __name((i, _a, s) => readIntel(s, i.companyId), "company.intel"),
   "company.intelDetail": /* @__PURE__ */ __name((i, _a, s) => getIntelDetail(s, i.companyId, i.kind), "company.intelDetail"),
-  "company.intelRefresh": /* @__PURE__ */ __name((i, _a, s) => refreshIntel(s, i.companyId), "company.intelRefresh"),
+  "company.intelRefresh": /* @__PURE__ */ __name((i, _a, s) => refreshIntel(s, i.companyId, { force: i.force !== false }), "company.intelRefresh"),
   "intel.smeImport": /* @__PURE__ */ __name((i, _a, s) => importSme(s.domain.db, s.config.vault, i.path), "intel.smeImport"),
   "channel.list": /* @__PURE__ */ __name((_i, _a, s) => ({ items: listChannels(s) }), "channel.list"),
   "intel.smeFromUrl": /* @__PURE__ */ __name((i, _a, s) => loadSources(s.domain.db, [{ url: i.url, level: i.level, batch: i.batch, region: i.region, published_at: i.publishedAt }]), "intel.smeFromUrl"),
@@ -6114,6 +6672,13 @@ var handlers = {
     setAgentConfig(s, { backend: i.backend });
     return { backend: i.backend };
   }, "agent.backend"),
+  // a model for Zhiro's runs of Claude Code / Codex; "" = follow the harness's own setting. Their settings are not touched.
+  "agent.model": /* @__PURE__ */ __name((i, a, s) => {
+    humanOnly(a);
+    setAgentConfig(s, { models: { ...s.config.agent?.models ?? {}, [i.backend]: i.model } });
+    chooseModel(i.backend, i.model);
+    return { backend: i.backend, model: i.model, using: followedModel(i.backend) };
+  }, "agent.model"),
   "agent.harnessConfirm": /* @__PURE__ */ __name((i, a, s) => {
     humanOnly(a);
     setAgentConfig(s, { harnessConfirm: i.where });
@@ -6168,7 +6733,7 @@ var handlers = {
       llm: { ...s.config.llm, ...s.llm ? await s.llm.status() : {} },
       worker: workerStatus(),
       // ADR-046 / 047: who answers the drawer, what is installed; where the person's own harness confirms
-      chat: { backend: backendOf(s), backends: s.chat?.status() ?? {}, harnessConfirm: harnessConfirm(s), agentDir: join12(s.config.vault, "agent"), models: { claude: followedModel("claude"), codex: followedModel("codex"), refused: { claude: modelRefused("claude"), codex: modelRefused("codex") } } },
+      chat: { backend: backendOf(s), backends: s.chat?.status() ?? {}, harnessConfirm: harnessConfirm(s), agentDir: join12(s.config.vault, "agent"), models: { claude: followedModel("claude"), codex: followedModel("codex"), refused: { claude: modelRefused("claude"), codex: modelRefused("codex") }, own: { claude: harnessModel("claude"), codex: harnessModel("codex") }, chosen: s.config.agent?.models ?? {}, choices: { claude: harnessModels("claude"), codex: harnessModels("codex") } } },
       background: { useModel: backgroundOnModel(s), doneBy: describeBackground(s) },
       applyReference: s.config.apply?.referenceDoc ?? "",
       configFile: s.config.vault + "\\config\\jobos.yaml"
@@ -6232,7 +6797,7 @@ function executeDirect(name, input, actor, s) {
   return h(input, actor, s);
 }
 __name(executeDirect, "executeDirect");
-var HUMAN_ONLY = /* @__PURE__ */ new Set(["gap.confirm", "model.login", "model.answer", "model.cancel", "model.provider", "model.select", "model.refresh", "inbox.connect", "inbox.disconnect", "history.undo", "agent.mode", "agent.backend", "agent.harnessConfirm", "agent.background", "data.export", "data.move"]);
+var HUMAN_ONLY = /* @__PURE__ */ new Set(["agent.model", "gap.confirm", "model.login", "model.answer", "model.cancel", "model.provider", "model.select", "model.refresh", "inbox.connect", "inbox.disconnect", "history.undo", "agent.mode", "agent.backend", "agent.harnessConfirm", "agent.background", "data.export", "data.move"]);
 var callableBy = /* @__PURE__ */ __name((actor, s) => {
   const harness = !!s && mayConfirmInHarness(actor, s);
   return listContracts().filter((c) => actor.kind === "human" || harness && (c.name === "proposal.decide" || c.name === "history.undo") || !HUMAN_ONLY.has(c.name) && c.name !== "proposal.decide");
@@ -6809,7 +7374,7 @@ ${dl}`, `待决提案：${today.pendingProposals}；待办下一步：${today.ne
       "岗位的 match.reason 以 待补资料 开头、或岗位名只是类别（「机械工程」「技术类」）、或 position_get 没有岗位描述时，不要据此判断合不合适：先 lead_resolve({companyIds:[…]}) 让系统读公告页补出具体岗位（几秒到一分钟），再用 pool_list 看补出来的岗位；仍补不出就如实说「这家只有类别，入口是 X，需要手动查看」。判断合不合适看 match.reason 里的档位与待核实项，细看用 position_get。",
       "一条消息里有 3 题以上互不依赖的调研任务（各自要读不同网页）：用 research_dispatch 一次派出全部题目（itemId、题目原文、该题的输出格式），等结果回来后按用户要求的格式汇总，status 不是 answered 的题照实写明原因；不要自己逐题读页。",
       "长调研（要读很多页才能回答）：每拿到一题就立刻 research_checkpoint 记下该题的最终内容和链接——较早的页面内容会被省略，没记的就没有了，收尾时没记录的题按未完成处理；先查岗位库（pool_list / company_search / position_get：8 千家公司的官方入口、国能等站的全量岗位都在库里），库里没有再 page_read；同一站点要连做几步（选单位 → 点岗位 → 下一页）用 page_read 的 mode=open + continue，不要每次从首页重来；读列表页后按 links 读详情；不同站点、不同题目的 page_read 在同一条消息里一起发起（它们会并行执行，一条一条发要慢好几倍）；一个站点读不到（needsLogin / blocked）就标 blocked 换下一题，不要反复重试；全部题目记完调用 research_finish，再按用户要求的格式写出完整答案。",
-      "问一家公司的经营状况（收益、研发、员工数、分红、专精特新、IPO、扩产、投资）先 company_intel；stale 为 true 或没有数据就 company_intelRefresh 再看；非上市公司只有名录匹配，其余用 research_company 派联网调研（会出确认卡）。回答时带上每类数据的更新日期。",
+      "问一家公司的经营状况（收益、研发、员工数、分红、专精特新、IPO、扩产、投资）先 company_intel；过期的类会在后台自动更新（refreshing=true 时稍后再读）；从没生成过（listing 为空）才调 company_intelRefresh；非上市公司只有名录匹配，其余用 research_company 派联网调研（会出确认卡）。回答时带上每类数据的更新日期。",
       "问一个行业或方向（规模、哪些公司、谁在赚钱、薪资）：直接用数据工具取数再答——industry_companies（这个主题在股市里的上市公司，候选名单）、company_financials（按公司名或代码查任何上市公司的营收 / 净利 / 研发 / 员工数，不必在岗位库里）、industry_reports（券商最近的研报）、labor_us（美国某职业的就业人数与年薪）。回答里写明数字的财年、币种和来源。要一份完整的报告再用 research_topic（会出确认卡）。",
       "工具返回里如果有 changedByUser，是用户在 Zhiro 窗口里自你上次调用以来改过的东西（一行一处）：以它为准更新你记着的情况，必要时重新读，不要把旧的说法再告诉用户。",
       "批量删除、批量结束申请这类影响多条数据的操作，先说清会影响哪些、请用户确认，再调用工具。授权码、密码、模型登录只能由用户在界面里操作，不要在对话里索要或转交。",
@@ -7329,6 +7894,7 @@ try {
   }
   throw e;
 }
+for (const n of ["claude", "codex"]) chooseModel(n, config.agent?.models?.[n] ?? "");
 var lock;
 try {
   lock = await lockVault(config.vault, "daemon");