{
  "generatedAt": "2026-10-20T13:48:20.352Z",
  "productionAgentRun": false,
  "method": "Reproducible reference calculations over the published source packs. Proposed follow-up tasks are illustrative, not created work items.",
  "jobs": [
    {
      "id": "compare-markets",
      "inputs": [
        "market-entry.json / countries"
      ],
      "operation": "Compare common-period category imports, GDP and retail activity; preserve units and denominators.",
      "output": [
        {
          "country": "Germany",
          "period": "2024",
          "importsUsd": 794583330.879,
          "gdpRealGrowth": -0.495851897260366,
          "retailVolumeChange": 1.3513513513513375
        },
        {
          "country": "Netherlands",
          "period": "2024",
          "importsUsd": 260575791.842,
          "gdpRealGrowth": 1.07383137319854,
          "retailVolumeChange": 1.0101010101010166
        },
        {
          "country": "Poland",
          "period": "2024",
          "importsUsd": 150711362,
          "gdpRealGrowth": 3.02841630700273,
          "retailVolumeChange": -0.0926784059314234
        }
      ]
    },
    {
      "id": "filing-change",
      "inputs": [
        "company-monitor.json / snapshots.first",
        "company-monitor.json / snapshots.second"
      ],
      "operation": "Compare accession identifiers; compare the four metadata fields for existing records.",
      "output": {
        "added": [
          {
            "id": "0001193125-26-425881",
            "value": {
              "form": "8-K",
              "filed": "2026-10-20",
              "reportDate": "2026-10-20",
              "document": "d516983d8k.htm"
            }
          }
        ],
        "removed": [],
        "revised": [],
        "unchanged": 1000
      }
    },
    {
      "id": "revenue-bridge",
      "inputs": [
        "revenue-diagnostic.json / before",
        "revenue-diagnostic.json / after"
      ],
      "operation": "Classify account movements at account grain and sum integer cents.",
      "output": {
        "opening": 1000000,
        "new": 40000,
        "expansion": 30000,
        "contraction": -70000,
        "churn": -100000,
        "closing": 900000,
        "residual": 0
      }
    },
    {
      "id": "concentration",
      "inputs": [
        "market-entry.json / countries / categoryImportsUsd"
      ],
      "operation": "Divide each selected-country gross import flow by the sum of the three selected flows. This is not a share of world demand.",
      "output": {
        "denominatorUsd": 1205870484.721,
        "denominator": "2024 HS841869 world-partner imports summed over DE/NL/PL only",
        "shares": [
          {
            "country": "Germany",
            "importsUsd": 794583330.879,
            "share": 0.65892924733359
          },
          {
            "country": "Netherlands",
            "importsUsd": 260575791.842,
            "share": 0.21608936875363438
          },
          {
            "country": "Poland",
            "importsUsd": 150711362,
            "share": 0.12498138391277552
          }
        ]
      }
    },
    {
      "id": "comparable-periods",
      "inputs": [
        "company-monitor.json / quarterlyRevenue"
      ],
      "operation": "Select standalone 70–105 day revenue facts, then compare the quarter ending July2026 with July2025. Retain the actual filing date of comparative prior-period facts.",
      "output": {
        "current": {
          "start": "2026-05-01",
          "end": "2026-07-31",
          "filed": "2026-08-27",
          "accession": "0001108524-26-000190",
          "value": 11345000000,
          "unit": "USD",
          "form": "10-Q"
        },
        "previous": {
          "start": "2025-05-01",
          "end": "2025-07-31",
          "filed": "2026-08-27",
          "accession": "0001108524-26-000190",
          "value": 10236000000,
          "unit": "USD",
          "form": "10-Q"
        },
        "growthPercent": 10.834310277452118
      }
    },
    {
      "id": "counterexample",
      "inputs": [
        "revenue-diagnostic.json / joined"
      ],
      "operation": "Compare accounts with equal ticket counts and opposite revenue movements. Association is not a causal test.",
      "output": [
        {
          "account": "Aster",
          "opening": 300000,
          "closing": 330000,
          "delta": 30000,
          "kind": "expansion",
          "tickets": 3,
          "categories": "Reliability"
        },
        {
          "account": "Cedar",
          "opening": 150000,
          "closing": 100000,
          "delta": -50000,
          "kind": "contraction",
          "tickets": 3,
          "categories": "Reliability; Billing"
        }
      ]
    },
    {
      "id": "follow-up",
      "inputs": [
        "company-monitor.json / change.added",
        "revenue-diagnostic.json / joined",
        "market-entry.json / commodity"
      ],
      "operation": "Construct illustrative next investigations from unresolved evidence. No tickets are created and no workflow is executed.",
      "output": [
        {
          "task": "Read newly listed filing and exhibits",
          "basis": [
            "0001193125-26-425881"
          ],
          "acceptance": "Identify the disclosed event before making a significance claim."
        },
        {
          "task": "Review Elm cancellation and onboarding history",
          "basis": "Elm: churn −100000 cents; two onboarding tickets",
          "acceptance": "Establish the actual cancellation reason; do not infer it from ticket volume."
        },
        {
          "task": "Resolve product classification and distributor fit",
          "basis": "841869",
          "acceptance": "Match the supplier offer before treating category flows as relevant demand context."
        }
      ]
    }
  ]
}
