@petercjl/taobao-ai-ops 0.1.0 → 0.1.2

package/skills/yuce-category-opportunity-report/scripts/market_routes.py

@@ -1,139 +0,0 @@
-"""Scale-invariant market segmentation and independent research queues."""
-import math
-from bisect import bisect_left, bisect_right
-
-
-DEFAULT_POLICY = {
-    "capacityQuantiles": [0.4, 0.7, 0.9],
-    "minYoy": 0.2, "minSixMonthYoy": 0.2, "minPositiveMonths": 10,
-    "shortlistLimit": 6,
-    "why": "以本一级类目完整三级类目的容量分布形成可复核起点；结合偏斜、并列和业务目标复核分位点。",
-}
-LABELS = {"large": "大市场增量型", "medium": "中等容量持续增长型",
-          "small": "中小容量成长型", "tail": "相对小容量观察", "unknown": "未分档"}
-
-
-def quantile(values, p):
-    if not values:
-        return None
-    position = (len(values) - 1) * p
-    lo, hi = math.floor(position), math.ceil(position)
-    return values[lo] + (values[hi] - values[lo]) * (position - lo)
-
-
-def validate_policy(supplied):
-    policy = dict(DEFAULT_POLICY)
-    if supplied is not None:
-        if not isinstance(supplied, dict) or set(supplied) - set(policy):
-            raise ValueError("路线配置只接受分位点、增长条件、名额和理由；容量不接受绝对金额")
-        policy.update(supplied)
-        if not isinstance(supplied.get("why"), str) or len(supplied["why"].strip()) < 8:
-            raise ValueError("调整路线参数须说明类目分布与经营目标依据")
-    qs = policy["capacityQuantiles"]
-    number = lambda x: isinstance(x, (int, float)) and not isinstance(x, bool) and math.isfinite(x)
-    if not isinstance(qs, list) or len(qs) != 3 or not all(number(q) for q in qs) or not 0 < qs[0] < qs[1] < qs[2] < 1:
-        raise ValueError("capacityQuantiles 须为三个严格递增的 0 到 1 之间的分位点")
-    for key in ("minYoy", "minSixMonthYoy"):
-        if not number(policy[key]) or not 0 <= policy[key] <= 5:
-            raise ValueError("增长门槛须为 0 到 5 之间的有限数值")
-    if type(policy["minPositiveMonths"]) is not int or not 1 <= policy["minPositiveMonths"] <= 12:
-        raise ValueError("增长月份须为 1 到 12 的整数")
-    if type(policy["shortlistLimit"]) is not int or not 1 <= policy["shortlistLimit"] <= 8:
-        raise ValueError("每条路线名额须为 1 到 8 的整数")
-    return policy
-
-
-def classify(amount, cuts):
-    # Equal amounts stay together, including on coincident boundaries.
-    if amount >= cuts[2]:
-        return "large"
-    if amount >= cuts[1]:
-        return "medium"
-    if amount >= cuts[0]:
-        return "small"
-    return "tail"
-
-
-def build_routes(stats, supplied=None):
-    policy = validate_policy(supplied)
-    leaves = [x for x in stats if x["level"] == 3]
-    complete = [x for x in leaves if x["complete"]]
-    eligible_base = [x for x in complete if x["recentAmount"] > 0]
-    amounts = sorted(x["recentAmount"] for x in eligible_base)
-    cuts = [quantile(amounts, p) for p in policy["capacityQuantiles"]]
-    total = sum(amounts)
-    root = next(x for x in stats if x["level"] == 1)
-    warnings = []
-    if len(amounts) < 10:
-        warnings.append("有效类目少于10个，分位分档不稳定；保留空路线，不凑数。")
-    if amounts and len(set(cuts)) < 3:
-        warnings.append("分界金额重合；同额类目归入同一较高档，部分路线可能为空。")
-    for item in leaves:
-        item.update(capacityBand="unknown", capacityLabel=LABELS["unknown"], capacityPercentile=None,
-                    sustainedGrowthIndex=None, routeRank=None, firstHalfYoy=None,
-                    growthAccelerationPp=None, top3PositiveIncrementShare=None)
-        item["growthImpactIndex"] = (100 * max(item["increment"], 0) / root["recentAmount"]
-                                     * item["positiveYoyMonths"] / 12
-                                     if item["complete"] and root["recentAmount"] > 0 else None)
-        reasons = []
-        if not item["complete"]:
-            reasons.append("缺少完整24个月")
-        elif item["recentAmount"] <= 0:
-            reasons.append("最近一年无正成交额")
-        else:
-            band = classify(item["recentAmount"], cuts)
-            item["capacityBand"], item["capacityLabel"] = band, LABELS[band]
-            left, right = bisect_left(amounts, item["recentAmount"]), bisect_right(amounts, item["recentAmount"])
-            item["capacityPercentile"] = 100 * (left + (right - left) / 2) / len(amounts)
-            m = item["monthlyAmounts"]
-            before = sum(m[:6])
-            item["firstHalfYoy"] = sum(m[12:18]) / before - 1 if before > 0 else None
-            if item["sixMonthYoy"] is not None and item["firstHalfYoy"] is not None:
-                item["growthAccelerationPp"] = 100 * (item["sixMonthYoy"] - item["firstHalfYoy"])
-            increments = sorted((max(m[i + 12] - m[i], 0) for i in range(12)), reverse=True)
-            item["top3PositiveIncrementShare"] = sum(increments[:3]) / sum(increments) if sum(increments) else None
-            if item["yoy"] is not None and item["sixMonthYoy"] is not None:
-                item["sustainedGrowthIndex"] = 100 * min(item["yoy"], item["sixMonthYoy"]) * item["positiveYoyMonths"] / 12
-            if band == "tail":
-                reasons.append("低于本类目相对容量下界")
-            if item["yoy"] is None or item["yoy"] < policy["minYoy"]:
-                reasons.append("全年增长未达标或基期为零")
-            if item["sixMonthYoy"] is None or item["sixMonthYoy"] < policy["minSixMonthYoy"]:
-                reasons.append("近6个月增长未达标或基期为零")
-            if item["positiveYoyMonths"] < policy["minPositiveMonths"]:
-                reasons.append("增长月份未达标")
-            if any(word in item["path"][-1] for word in ("其他", "其它")):
-                reasons.append("混合类目须先拆解构成")
-        item["routeExclusionReasons"] = reasons
-    routes = []
-    for key in ("large", "medium", "small"):
-        metric = "growthImpactIndex" if key == "large" else "sustainedGrowthIndex"
-        members = [x for x in leaves if x["capacityBand"] == key]
-        pool = [x for x in members if not x["routeExclusionReasons"] and x[metric] is not None]
-        pool.sort(key=lambda x: (-x[metric], -x["positiveYoyMonths"], tuple(x["path"])))
-        for rank, item in enumerate(pool, 1):
-            item["routeRank"] = rank
-        routes.append({"id": key, "label": LABELS[key], "metric": metric,
-                       "metricLabel": "持续增量贡献" if key == "large" else "持续增长强度",
-                       "bandCount": len(members), "poolCount": len(pool),
-                       "poolPaths": [x["path"] for x in pool],
-                       "candidatePaths": [x["path"] for x in pool[:policy["shortlistLimit"]]],
-                       "emptyReason": "本档没有满足数据与增长条件的类目，保留空名单。" if not pool else ""})
-    # Sensitivity is diagnostic, never an automatic override or retrospective fit.
-    sensitivity = []
-    for offset in (-0.05, 0.05):
-        qs = [p + offset for p in policy["capacityQuantiles"]]
-        if not amounts or not 0 < qs[0] < qs[1] < qs[2] < 1:
-            continue
-        shifted = [quantile(amounts, p) for p in qs]
-        moved = sum(classify(x["recentAmount"], shifted) != x["capacityBand"] for x in eligible_base)
-        sensitivity.append({"quantiles": qs, "boundaryAmounts": shifted, "changedBandCount": moved})
-    return {"policy": policy, "boundaryAmounts": cuts, "routes": routes,
-            "distribution": {"completeCount": len(complete), "populationCount": len(amounts),
-                             "incompleteCount": len(leaves) - len(complete),
-                             "median": quantile(amounts, 0.5), "p10": quantile(amounts, 0.1),
-                             "p90": quantile(amounts, 0.9),
-                             "top10PercentGmvShare": sum(amounts[-max(1, math.ceil(len(amounts) * .1)):]) / total if total else None,
-                             "tailCount": sum(x["capacityBand"] == "tail" for x in leaves)},
-            "sensitivity": sensitivity, "warnings": warnings,
-            "competitionStatus": "未验证；容量与增长不能推断品牌竞争、白牌份额或利润"}