sino-bc-cli 1.8.19 → 1.8.21

package/dist/skills/custom/biz-line-strategy-generate/scripts/summarize.py

@@ -1,8 +1,6 @@
 #!/usr/bin/env python3
 # -*- coding: utf-8 -*-
-"""把 fetch_data 落盘的 merged JSON 收成 summary + payload 草稿。
-
-Agent 应先读 payload 草稿再决定要不要改文案；不要从原始回包重新发明聚合。
+"""按固定规则汇总 merged JSON，生成可直接校验及导出的 payload。
 """
 from __future__ import annotations
 
@@ -17,25 +15,31 @@ if str(SCRIPTS) not in sys.path:
     sys.path.insert(0, str(SCRIPTS))
 
 from cli_json import (
+    bid_adjust_stats,
+    budget_abs_share,
     cpm,
     disp,
-    dual_verdict,
     examples,
     fmt_cpm,
-    hit_kpi,
+    metric_value,
+    optional_num,
+    core_rule,
+    rule_hit,
+    is_first_period,
+    is_ghost_enum,
     load_json_file,
+    naming_patterns,
     num,
+    period_verdict,
     qoq_axis,
     short_label,
+    summarize_countries,
     unwrap_page,
 )
 
 CH_LABEL = {"fb": "Meta", "gg": "Google", "tt": "TikTok"}
-KPI_LABEL = "CPM≤5"
-KPI_TARGET = 5.0
-# 单元格内明细最多展开条数，其余收成「另有 N 个」
+# 第 1 层明细仍用消耗门槛；结论不再用 CPM≤5 当 KPI
 DETAIL_LIMIT = 8
-BID_SHOW = 6
 
 
 def load_merged(bl: Path, stem: str) -> list:
@@ -78,13 +82,6 @@ def advice_of(verdict: str) -> str:
     return "建议：复核策略"
 
 
-def channel_delta(curr, prev) -> str:
-    d = curr - prev
-    if abs(d) <= 2:
-        return "无变化"
-    return f"{d:+.1f}%"
-
-
 def share_moved(curr: dict, prev: dict) -> bool:
     for lab in set(curr) | set(prev):
         if abs(curr.get(lab, 0) - prev.get(lab, 0)) > 2:
@@ -93,113 +90,97 @@ def share_moved(curr: dict, prev: dict) -> bool:
 
 
 def bid_changes(rows, fields):
+    """逐个出价字段比较有效日快照，缺失值不补零；保留字段与对象 ID。"""
     by_ag = defaultdict(list)
-    for r in rows:
-        ag = str(r.get("adgroup_id") or "")
-        if ag:
-            by_ag[ag].append(r)
+    for row in rows:
+        if row.get("adgroup_id"):
+            by_ag[str(row["adgroup_id"])].append(row)
     result = []
-    for ag, recs in by_ag.items():
-        recs = sorted(recs, key=lambda x: str(x.get("calendar_date") or ""))
-        times = 0
-        prev_vals = first_vals = last_vals = None
-        name = strategy = ""
-        for r in recs:
-            vals = tuple(num(r, f) for f in fields)
-            name = disp(r, "adgroup_name") or name
-            strategy = disp(r, "bid_strategy") or strategy
-            if first_vals is None:
-                first_vals = prev_vals = last_vals = vals
-                continue
-            if vals != prev_vals:
-                times += 1
-            prev_vals = last_vals = vals
-        if times > 0 and first_vals and last_vals:
-            from_v, to_v = first_vals[0], last_vals[0]
-            for i, _f in enumerate(fields):
-                if first_vals[i] != last_vals[i]:
-                    from_v, to_v = first_vals[i], last_vals[i]
-                    break
-            result.append(
-                {"id": ag, "name": name or ag, "times": times, "from": from_v, "to": to_v, "strategy": strategy}
-            )
-    result.sort(key=lambda x: (-x["times"], x["name"]))
-    return result
+    for ag, records in by_ag.items():
+        records = sorted(records, key=lambda r: str(r.get("calendar_date") or ""))
+        changes = []
+        changed_dates = set()
+        for field in fields:
+            valid = [(str(r.get("calendar_date") or ""), optional_num(r, field)) for r in records if optional_num(r, field) is not None]
+            times = sum(a[1] != b[1] for a, b in zip(valid, valid[1:]))
+            changed_dates.update(b[0] for a, b in zip(valid, valid[1:]) if a[1] != b[1])
+            if times:
+                changes.append({"field": field, "from": valid[0][1], "to": valid[-1][1], "times": times})
+        if changes:
+            # 多字段变动以首个首末不同的字段展示方向，明细完整保留各字段。
+            primary = next((c for c in changes if c["from"] != c["to"]), changes[0])
+            result.append({"id": ag, "name": disp(records[-1], "adgroup_name") or ag,
+                           **primary, "times": len(changed_dates), "fields": changes, "strategy": disp(records[-1], "bid_strategy")})
+    return sorted(result, key=lambda r: (-r["times"], r["id"]))
 
 
 def new_items(curr_rows, prev_rows, key, id_key=None):
-    if id_key:
-        curr_map = {str(r.get(id_key)): r for r in curr_rows if r.get(id_key)}
-        prev_ids = {str(r.get(id_key)) for r in prev_rows if r.get(id_key)}
-        news = [curr_map[i] for i in curr_map if i not in prev_ids]
-        stops = [disp(r, key) or str(r.get(id_key)) for r in prev_rows if str(r.get(id_key)) not in curr_map]
-    else:
-        curr_map = {disp(r, key): r for r in curr_rows if disp(r, key)}
-        prev_set = labels_of(prev_rows, key)
-        news = [curr_map[k] for k in curr_map if k not in prev_set]
-        stops = sorted(prev_set - set(curr_map))
-    items = [
-        {
-            "label": disp(r, key) or str(r.get(id_key) or ""),
-            "spend": num(r, "spend_usd"),
-            "imps": num(r, "impressions"),
-            "cpm": cpm(num(r, "spend_usd"), num(r, "impressions")),
-        }
-        for r in news
-    ]
+    """按稳定 ID/维度值聚合基础指标，再识别本期新出现的对象。"""
+    def identity(row):
+        return str(row.get(id_key) or "") if id_key else disp(row, key)
+    grouped = defaultdict(list)
+    for row in curr_rows:
+        if identity(row):
+            grouped[identity(row)].append(row)
+    previous = {identity(r): r for r in prev_rows if identity(r)}
+    items = []
+    for ident, records in grouped.items():
+        if ident in previous:
+            continue
+        items.append({"id": ident if id_key else "", "label": disp(records[0], key) or ident,
+                      "spend": sum(num(r, "spend_usd") for r in records), "rows": records,
+                      "cpi": metric_value(records), "cpm": metric_value(records, "CPM")})
+    stops = [disp(r, key) or ident for ident, r in previous.items() if ident not in grouped]
     return items, stops
 
 
-def dim_layer_text(title: str, items: list, stop_labs: list):
-    # 每个维度一块：标题 + 逐条 · 明细，避免分号连成墙
+def dim_layer_text(title: str, items: list, stop_labs: list, rule=None):
+    """新增值自身先合计再算指标，不使用默认 CPM 目标或伪造达标占比。"""
+    rule = rule or core_rule("")
+    metric = rule["metric"]
     if not items and not stop_labs:
         return f"{title}\n本期无新增，跳过。", None, 0.0, 0.0
     lines = [title]
-    usable = []
-    low = 0
-    shown = extra = 0
-    for it in items:
-        if it["spend"] < 50:
-            low += 1
-            continue
-        hit = hit_kpi(it["cpm"], KPI_TARGET)
-        if shown < DETAIL_LIMIT:
-            lines.append(
-                f"· 新增「{short_label(it['label'])}」CPM {fmt_cpm(it['cpm'])} "
-                f"{'达标' if hit else '未达标'}（${it['spend']:.0f}）"
-            )
-            shown += 1
-        else:
-            extra += 1
-        if hit is not None:
-            usable.append(it)
-    if extra:
-        lines.append(f"· 另有 {extra} 个过门槛新增未展开")
-    if low:
-        lines.append(f"· 另有 {low} 个新增消耗不足 $50，不纳入聚合")
-    if stop_labs and not items:
-        lines.append(f"· 关停 {len(stop_labs)} 个：{examples(stop_labs)}")
-    elif stop_labs:
-        lines.append(f"· 另关停 {len(stop_labs)} 个：{examples(stop_labs)}")
-    if not usable:
-        return "\n".join(lines), None, 0.0, 0.0
-    spend_sum = sum(it["spend"] for it in usable)
-    dim_cpm = cpm(spend_sum, sum(it["imps"] for it in usable))
-    dim_hit = hit_kpi(dim_cpm, KPI_TARGET)
-    lines.append(f"· 合计 CPM {fmt_cpm(dim_cpm)}，{'达标' if dim_hit else '未达标'}")
-    hit_spend = sum(it["spend"] for it in usable if hit_kpi(it["cpm"], KPI_TARGET))
-    return "\n".join(lines), dim_hit, hit_spend, spend_sum
-
-
-def setting_line(title, curr_set, prev_set) -> str:
+    usable = [it for it in items if it["spend"] >= 50]
+    for it in usable[:DETAIL_LIMIT]:
+        value = metric_value(it.get("rows", []), metric)
+        hit = rule_hit(value, rule)
+        verdict = "不可判定" if hit is None else ("达标" if hit else "未达标")
+        lines.append(f"· 新增「{short_label(it['label'])}」{metric} {fmt_cpm(value)}，KPI {verdict}（${it['spend']:.0f}）")
+    if len(usable) > DETAIL_LIMIT:
+        lines.append(f"· 另有 {len(usable) - DETAIL_LIMIT} 个过门槛新增未展开，见明细")
+    if len(items) > len(usable):
+        lines.append(f"· 另有 {len(items) - len(usable)} 个新增消耗不足 $50，不纳入聚合")
+    if stop_labs:
+        lines.append(f"· 本期未出现 {len(stop_labs)} 个：{examples(stop_labs)}（不等同已暂停）")
+    records = [r for it in usable for r in it.get("rows", [])]
+    value = metric_value(records, metric)
+    hit = rule_hit(value, rule)
+    lines.append(f"· 合计（新增）{metric} {fmt_cpm(value)}；仅观察同期表现，不推断动作因果")
+    return "\n".join(lines), hit, sum(it["spend"] for it in usable if rule_hit(metric_value(it.get("rows", []), metric), rule)), sum(it["spend"] for it in usable)
+
+
+def setting_line(title, curr_set, prev_set, first_period=False) -> str:
     news, stops = sorted(curr_set - prev_set), sorted(prev_set - curr_set)
     lines = [title]
+    if first_period:
+        labs = sorted(curr_set)
+        if title.startswith("【国家】"):
+            main, _extra = summarize_countries(labs)
+            lines.append(f"首期展示当期配置：{main}；示例 {examples(labs)}")
+        else:
+            lines.append(f"首期展示当期 {len(labs)} 个：{examples(labs)}")
+        return "\n".join(lines)
     if news:
-        lines.append(f"新增 {len(news)} 个：{examples(news)}")
+        if title.startswith("【国家】"):
+            main, _extra = summarize_countries(news)
+            lines.append(f"新增 {len(news)} 个（{main}）：{examples(news)}")
+        else:
+            lines.append(f"新增 {len(news)} 个：{examples(news)}")
     if stops:
-        lines.append(f"关停 {len(stops)} 个：{examples(stops)}")
+        lines.append(f"本期未出现 {len(stops)} 个：{examples(stops)}")
     if len(lines) == 1:
-        lines.append("未发现新增或关停")
+        lines.append("未发现新增或本期未出现")
     return "\n".join(lines)
 
 
@@ -216,17 +197,20 @@ def ad_keywords(names, n=3):
     return seen
 
 
-def main() -> int:
-    parser = argparse.ArgumentParser(description=__doc__)
-    parser.add_argument("--request-dir", required=True)
-    args = parser.parse_args()
-    req = Path(args.request_dir)
+def summarize_request(req: Path):
+    """仅使用本次通过分页校验的文件，固定生成摘要和完整明细。"""
     biz = load_json_file(req / "biz-line.json") or {}
     detail = load_json_file(req / "biz-line-detail.out.json") or {}
     detail_data = detail.get("data") if isinstance(detail.get("data"), dict) else {}
     projects = load_json_file(req / "projects.json") or {}
     biz_id = biz.get("id") or detail_data.get("id")
     bl = req / f"bl-{biz_id}"
+    manifest = load_json_file(req / 'fetch-manifest.json')
+    if manifest is not None:
+        for stem, count in manifest.items():
+            data = load_json_file(bl / f'{stem}.merged.json')
+            if not isinstance(data, list) or len(data) != count:
+                raise ValueError(f'拉数文件不完整：{stem}')
     group = detail_data.get("ssoTeamCodeName") or biz.get("ssoTeamCodeName") or ""
     name = detail_data.get("name") or biz.get("name") or ""
     project = "\n".join(projects.get("projectNames") or detail_data.get("projectNames") or [])
@@ -245,14 +229,16 @@ def main() -> int:
 
     spend = {"curr": {}, "prev": {}}
     imps = {"curr": {}, "prev": {}}
+    inst = {"curr": {}, "prev": {}}
     days = {"curr": {}, "prev": {}}
     for ch in ("fb", "gg", "tt"):
         for per in ("curr", "prev"):
             day_rows = load_merged(bl, f"met_{ch}_{per}_calendar_date")
             acc_rows = load_merged(bl, f"met_{ch}_{per}_account_id")
-            rows = day_rows or acc_rows
+            rows = acc_rows or day_rows
             spend[per][ch] = sum(num(r, "spend_usd") for r in rows)
             imps[per][ch] = sum(num(r, "impressions") for r in rows)
+            inst[per][ch] = sum(num(r, "installs") for r in acc_rows or rows)
             days[per][ch] = len(
                 {
                     disp(r, "calendar_date") or str(r.get("calendar_date") or "")
@@ -263,19 +249,55 @@ def main() -> int:
 
     curr_total = sum(spend["curr"].values())
     prev_total = sum(spend["prev"].values())
+    curr_inst = sum(inst["curr"].values())
+    prev_inst = sum(inst["prev"].values())
     curr_share = {ch: (spend["curr"][ch] / curr_total * 100 if curr_total else 0) for ch in spend["curr"]}
     prev_share = {ch: (spend["prev"][ch] / prev_total * 100 if prev_total else 0) for ch in spend["prev"]}
     overall_c = cpm(curr_total, sum(imps["curr"].values()))
     overall_p = cpm(prev_total, sum(imps["prev"].values()))
+    cpi_c = (curr_total / curr_inst) if curr_inst else None
+    cpi_p = (prev_total / prev_inst) if prev_inst else None
     eff_days = max(days["curr"].values() or [0])
-    qoq_label, qoq_pct = qoq_axis(overall_c, overall_p)
-    spend_hit = hit_kpi(overall_c, KPI_TARGET)
-    spend_verdict = dual_verdict(spend_hit, qoq_label)
+    first_period = not (len(prev) == 2 and all(prev))
+    core_index = str(biz.get("coreIndex") or detail_data.get("coreIndex") or "").strip()
+    rule = core_rule(core_index)
+    metric = rule["metric"]
+    all_rows = {per: [r for ch in CH_LABEL for r in load_merged(bl, f"met_{ch}_{per}_account_id")] for per in ("curr", "prev")}
+    core_c, core_p = (metric_value(all_rows[per], metric) for per in ("curr", "prev"))
+    cpi_c, cpi_p = (metric_value(all_rows[per], "CPI") for per in ("curr", "prev"))
+    qoq_label, qoq_pct = qoq_axis(core_c, core_p, metric in ("ROAS", "CTR"))
+    kpi_usable = rule["usable"]
+    spend_verdict = period_verdict(
+        first_period=first_period,
+        qoq_label=qoq_label,
+        kpi_usable=kpi_usable,
+        kpi_hit=rule_hit(core_c, rule),
+    )
     gate_note = ""
-    if curr_total < 50 or eff_days < 3:
+    if curr_total < 50 or eff_days < 3 or (metric == "CPI" and curr_inst < 10):
         spend_verdict = "待观察"
-        gate_note = f"本期有效投放 {eff_days} 天、消耗 ${curr_total:,.0f}"
+        gate_note = f"本期有效投放 {eff_days} 天、消耗 ${curr_total:,.0f}、安装 {curr_inst:,.0f}"
     qoq_pct_s = "" if qoq_pct is None else f"{qoq_pct * 100:+.1f}%"
+    details: list[dict] = [{"bizLine": name, "kind": "口径", "action": "客户 KPI", "channel": "", "name": core_index or "未填写", "extra": rule["reason"]}]
+    coverage_notes = []
+    from datetime import date, timedelta
+    for per, bounds in (("curr", periods.get("curr")), ("prev", periods.get("prev"))):
+        if not bounds or not all(bounds):
+            continue
+        start, end = (date.fromisoformat(d) for d in bounds)
+        expected = {(start + timedelta(days=i)).isoformat() for i in range((end - start).days + 1)}
+        for ch, accounts in projects.get("accounts", {}).items():
+            if not accounts:
+                continue
+            dates = sorted({str(r.get("calendar_date") or "")[:10] for r in load_merged(bl, f"met_{ch}_{per}_calendar_date") if r.get("calendar_date")})
+            missing = expected - set(dates)
+            label = "本期" if per == "curr" else "上期"
+            coverage_notes.append(f"{CH_LABEL[ch]}{label}实际覆盖 {dates[0] if dates else '-'}～{dates[-1] if dates else '-'}，{len(dates)}天/{len(expected)}天" + ("（覆盖不完整）" if missing else ""))
+            details.append({"bizLine": name, "kind": "周期覆盖", "channel": CH_LABEL[ch], "action": label, "name": f"请求 {bounds[0]}～{bounds[1]}", "extra": "实际日期：" + "、".join(dates)})
+    period += "\n" + "\n".join(coverage_notes)
+    if any("覆盖不完整" in n for n in coverage_notes):
+        period += "\n周期覆盖不完整，消耗减少不能直接解释为主动减预算"
+
 
     bid_fields = {
         "fb": ["bid_amount"],
@@ -288,49 +310,40 @@ def main() -> int:
         "tt": "dim_tt_curr_calendar_date+adgroup_id+adgroup_name+bid_amount",
     }
     bids = {ch: bid_changes(load_merged(bl, bid_stems[ch]), bid_fields[ch]) for ch in bid_fields}
+    bid_stats = {ch: bid_adjust_stats(bids[ch]) for ch in bids}
 
     def bid_text(ch):
         items = bids[ch]
+        stats = bid_stats[ch]
         label = CH_LABEL[ch]
         if not items:
             return f"{label}：本期未发生明显出价调整"
-        way = items[0].get("strategy") or ""
-        lines = [f"{label}：{way}" if way else f"{label}："]
-        for b in items[:BID_SHOW]:
-            lines.append(f"· {short_label(b['name'])}：{b['times']} 次，{b['from']} → {b['to']}")
-        if len(items) > BID_SHOW:
-            lines.append(f"· 另有 {len(items) - BID_SHOW} 个广告组也有调整")
+        lines = [
+            f"{label}：上调 {stats['raise_n']} 个广告组，下调 {stats['lower_n']} 个；"
+            f"期内变化但首末持平 {stats['flat_n']} 个；幅度中位数 {stats['median_abs']:.2f}"
+        ]
+        if stats["list_all"]:
+            for b in stats["details"]:
+                lines.append(
+                    f"· {short_label(b.get('name') or '')}：{b.get('action')} "
+                    f"{b.get('from')} → {b.get('to')}（{b.get('times')} 次）"
+                )
         return "\n".join(lines)
 
-    bid_kpi_bits = []
-    bid_spend = bid_imps = 0.0
     for ch in ("fb", "gg", "tt"):
-        lookup = {
-            str(r.get("adgroup_id")): r
-            for r in load_merged(bl, f"met_{ch}_curr_adgroup_id+adgroup_name")
-            if r.get("adgroup_id")
-        }
-        for b in bids[ch]:
-            r = lookup.get(b["id"])
-            if not r:
-                continue
-            sp = num(r, "spend_usd")
-            val = cpm(sp, num(r, "impressions"))
-            if sp < 50:
-                bid_kpi_bits.append(f"{short_label(b['name'])} 消耗仅 ${sp:.0f}，样本不足")
-                continue
-            bid_kpi_bits.append(
-                f"{short_label(b['name'])} CPM {fmt_cpm(val)} "
-                f"{'达标' if hit_kpi(val, KPI_TARGET) else '未达标'}（消耗 ${sp:.0f}）"
+        stats = bid_stats[ch]
+        src = stats["details"] if stats["list_all"] else bids[ch]
+        for b in src:
+            details.append(
+                {
+                    "bizLine": name,
+                    "kind": "出价",
+                    "action": b.get("action") or ("上调" if float(b.get("to") or 0) > float(b.get("from") or 0) else ("下调" if float(b.get("to") or 0) < float(b.get("from") or 0) else "期内变化但首末持平")),
+                    "channel": CH_LABEL[ch],
+                    "name": b.get("name") or "",
+                    "extra": f"ID={b['id']}；" + json.dumps(b.get("fields", []), ensure_ascii=False),
+                }
             )
-            bid_spend += sp
-            bid_imps += num(r, "impressions")
-    bid_sum_cpm = cpm(bid_spend, bid_imps)
-    bid_sum_s = (
-        f"有消耗的合计 CPM {fmt_cpm(bid_sum_cpm)}，{'达标' if hit_kpi(bid_sum_cpm, KPI_TARGET) else '未达标'}"
-        if bid_kpi_bits
-        else "无实质动作 / 无法对比"
-    )
 
     budget_strategy = "\n".join(
         [
@@ -340,36 +353,52 @@ def main() -> int:
             bid_text("tt"),
             "",
             "【预算】",
-            f"FB：{pct_pair(prev_share['fb'], curr_share['fb'])}（{channel_delta(curr_share['fb'], prev_share['fb'])}）",
-            f"GG：{pct_pair(prev_share['gg'], curr_share['gg'])}（{channel_delta(curr_share['gg'], prev_share['gg'])}）",
-            f"TT：{pct_pair(prev_share['tt'], curr_share['tt'])}（{channel_delta(curr_share['tt'], prev_share['tt'])}）",
-            f"消耗：本期 ${curr_total:,.0f} / 上期 ${prev_total:,.0f}",
+            budget_abs_share(
+                "FB",
+                prev_abs=spend["prev"]["fb"],
+                curr_abs=spend["curr"]["fb"],
+                prev_share=prev_share["fb"],
+                curr_share=curr_share["fb"],
+            ),
+            budget_abs_share(
+                "GG",
+                prev_abs=spend["prev"]["gg"],
+                curr_abs=spend["curr"]["gg"],
+                prev_share=prev_share["gg"],
+                curr_share=curr_share["gg"],
+            ),
+            budget_abs_share(
+                "TT",
+                prev_abs=spend["prev"]["tt"],
+                curr_abs=spend["curr"]["tt"],
+                prev_share=prev_share["tt"],
+                curr_share=curr_share["tt"],
+            ),
+            f"消耗合计：本期 ${curr_total:,.0f} / 上期 ${prev_total:,.0f}",
         ]
     )
-    bid_learn_lines = [f"· {x}" for x in bid_kpi_bits[:BID_SHOW]]
-    if len(bid_kpi_bits) > BID_SHOW:
-        bid_learn_lines.append(f"· 另有 {len(bid_kpi_bits) - BID_SHOW} 个见上")
-    if bid_kpi_bits:
-        bid_learn_lines.append(f"· {bid_sum_s}")
-    else:
-        bid_learn_lines.append(f"· {bid_sum_s}")
+    cpi_s = f"全渠道 {metric}：本期 {fmt_cpm(core_c)} / 上期 {fmt_cpm(core_p)}"
+    cpi_s += "（美元消耗 / 平台安装量，非客户激活或留存成本）" if metric == "CPI" else "（同粒度基础指标合计后计算）"
     budget_learning = "\n".join(
         [
-            f"结论：{spend_verdict}（取 Spend 子项）",
-            f"KPI：{KPI_LABEL}",
-            *( [f"门槛：{gate_note} → 待观察"] if gate_note else [] ),
+            f"结论：{spend_verdict}（第二期起跟环比，KPI 只作依据）" if not first_period else f"结论：{spend_verdict}（首期）",
+            f"依据：{cpi_s}，环比{qoq_label}" + (f" {qoq_pct_s}" if qoq_pct_s else ""),
+            f"客户 KPI：{core_index or '未填写'}；{rule['reason']}",
+            *([f"门槛：{gate_note} → 待观察"] if gate_note else []),
             "",
             "Spend",
-            f"· 全渠道 CPM：本期 {fmt_cpm(overall_c)} / 上期 {fmt_cpm(overall_p)}，"
-            f"{'达标' if spend_hit else '未达标'}，环比{qoq_label}"
-            + (f" {qoq_pct_s}" if qoq_pct_s else "")
-            + f" → {spend_verdict}",
-            f"· 占比：FB {pct_pair(prev_share['fb'], curr_share['fb'])}；"
-            f"GG {pct_pair(prev_share['gg'], curr_share['gg'])}；"
-            f"TT {pct_pair(prev_share['tt'], curr_share['tt'])}",
+            f"· {cpi_s}",
+            f"· 参考 CPM：本期 {fmt_cpm(overall_c)} / 上期 {fmt_cpm(overall_p)}（不作结论轴）",
+            f"· {budget_abs_share('FB', prev_abs=spend['prev']['fb'], curr_abs=spend['curr']['fb'], prev_share=prev_share['fb'], curr_share=curr_share['fb'])}",
+            f"· {budget_abs_share('GG', prev_abs=spend['prev']['gg'], curr_abs=spend['curr']['gg'], prev_share=prev_share['gg'], curr_share=curr_share['gg'])}",
+            f"· {budget_abs_share('TT', prev_abs=spend['prev']['tt'], curr_abs=spend['curr']['tt'], prev_share=prev_share['tt'], curr_share=curr_share['tt'])}",
             "",
             "调整出价",
-            *bid_learn_lines,
+            *[
+                f"· {CH_LABEL[ch]}：上调 {bid_stats[ch]['raise_n']} / 下调 {bid_stats[ch]['lower_n']}，"
+                f"幅度中位数 {bid_stats[ch]['median_abs']:.2f}"
+                for ch in ("fb", "gg", "tt")
+            ],
             "",
             advice_of(spend_verdict),
         ]
@@ -398,53 +427,83 @@ def main() -> int:
         curr = set()
         prev = set()
         for ch in channels:
+            # Meta 兴趣的三个配置字段来自同一组合请求，不能找不存在的单字段文件。
+            if ch == 'fb' and stem == 'targeting_interests':
+                combined = 'targeting_interests+targeting_flexible_interests+targeting_exclusion_interests'
+                for field in combined.split('+'):
+                    curr |= labels_of(load_merged(bl, f'dim_{ch}_curr_{combined}'), field)
+                    prev |= labels_of(load_merged(bl, f'dim_{ch}_prev_{combined}'), field)
+                continue
             curr |= labels_of(load_merged(bl, f"dim_{ch}_curr_{stem}"), key)
             prev |= labels_of(load_merged(bl, f"dim_{ch}_prev_{stem}"), key)
         return curr, prev
 
-    ag_bits = []
-    for ch in ("fb", "gg", "tt"):
-        cset = labels_of(load_merged(bl, f"dim_{ch}_curr_adgroup_id+adgroup_name"), "adgroup_name")
-        pset = labels_of(load_merged(bl, f"dim_{ch}_prev_adgroup_id+adgroup_name"), "adgroup_name")
-        n, s = sorted(cset - pset), sorted(pset - cset)
-        line = f"{CH_LABEL[ch]}：新增 {len(n)} 个，关停 {len(s)} 个"
-        extra = []
-        if n:
-            extra.append(f"新增 {examples(n)}")
-        if s:
-            extra.append(f"关停 {examples(s)}")
-        ag_bits.append(line + (f"\n· {'；'.join(extra)}" if extra else ""))
+    def add_setting_details(kind, curr_set, prev_set, channel=""):
+        action_curr = "当期" if first_period else "新增"
+        news = sorted(curr_set if first_period or kind == "国家" else (curr_set - prev_set))
+        stops = [] if first_period else sorted(prev_set - curr_set)
+        for lab in news:
+            details.append(
+                {
+                    "bizLine": name,
+                    "kind": kind,
+                    "action": "持续" if not first_period and lab in prev_set else action_curr,
+                    "channel": channel,
+                    "name": lab,
+                    "extra": "",
+                }
+            )
+        for lab in stops:
+            details.append(
+                {
+                    "bizLine": name,
+                    "kind": kind,
+                    "action": "本期未出现",
+                    "channel": channel,
+                    "name": lab,
+                    "extra": "",
+                }
+            )
+
+    country_curr, country_prev = dim_sets("country_code", "country_code", ["fb", "gg", "tt"])
+    interest_curr, interest_prev = dim_sets("targeting_interests", "targeting_interests", ["fb", "tt"])
+    kw_curr, kw_prev = dim_sets("keywords", "keywords", ["gg"])
+    add_setting_details("国家", country_curr, country_prev)
+    add_setting_details("兴趣词", interest_curr, interest_prev)
+    add_setting_details("关键词", kw_curr, kw_prev)
+
+    def object_strategy(kind, id_key, name_key):
+        bits = []
+        for ch in CH_LABEL:
+            stem = f"{id_key}+{name_key}"
+            crows = load_merged(bl, f"dim_{ch}_curr_{stem}")
+            prows = load_merged(bl, f"dim_{ch}_prev_{stem}")
+            c = {str(r[id_key]): r for r in crows if r.get(id_key)}
+            p = {str(r[id_key]): r for r in prows if r.get(id_key)}
+            new, absent = sorted(c.keys() - p.keys()), sorted(p.keys() - c.keys())
+            bits.append(f"{CH_LABEL[ch]}：本期新出现 {len(new)} 个，本期未出现 {len(absent)} 个；命名规律：{naming_patterns([disp(c[i], name_key) for i in new])}")
+            for ident in sorted(c.keys() | p.keys()):
+                record = c.get(ident) or p[ident]
+                action = "当期" if first_period else ("新增" if ident in new else ("本期未出现" if ident in absent else "持续"))
+                details.append({"bizLine": name, "kind": kind, "action": action, "channel": CH_LABEL[ch], "name": disp(record, name_key) or ident, "extra": f"ID={ident}；集合差异不等同创建/暂停操作"})
+        return bits
+
+    ag_bits = object_strategy("广告组", "adgroup_id", "adgroup_name")
     audience_strategy = "\n\n".join(
         x
         for x in [
-            setting_line("【国家】", *dim_sets("country_code", "country_code", ["fb", "gg", "tt"])),
-            setting_line("【兴趣词包】", *dim_sets("targeting_interests", "targeting_interests", ["fb", "tt"])),
+            setting_line("【国家】", country_curr, country_prev, first_period=first_period),
+            setting_line("【兴趣词包】", interest_curr, interest_prev, first_period=first_period),
             share_line("【受众类型】", "audience_type", "audience_type", ["fb", "gg", "tt"])[0],
-            setting_line("【关键词】", *dim_sets("keywords", "keywords", ["gg"])),
-            setting_line("【年龄】", *dim_sets("targeting_age", "targeting_age", ["fb", "gg", "tt"])),
-            setting_line("【性别】", *dim_sets("targeting_genders", "targeting_genders", ["fb", "gg", "tt"])),
+            setting_line("【关键词】", kw_curr, kw_prev, first_period=first_period),
+            setting_line("【年龄】", *dim_sets("targeting_age", "targeting_age", ["fb", "gg", "tt"]), first_period=first_period),
+            setting_line("【性别】", *dim_sets("targeting_genders", "targeting_genders", ["fb", "gg", "tt"]), first_period=first_period),
             "【广告组】\n" + "\n".join(ag_bits),
         ]
         if x
     )
 
-    ad_bits = []
-    for ch in ("fb", "gg", "tt"):
-        curr = load_merged(bl, f"dim_{ch}_curr_ad_id+ad_name") or load_merged(bl, f"met_{ch}_curr_ad_id+ad_name")
-        prev = load_merged(bl, f"dim_{ch}_prev_ad_id+ad_name") or load_merged(bl, f"met_{ch}_prev_ad_id+ad_name")
-        curr_ids = {str(r.get("ad_id")): r for r in curr if r.get("ad_id")}
-        prev_ids = {str(r.get("ad_id")): r for r in prev if r.get("ad_id")}
-        new_ids = [i for i in curr_ids if i not in prev_ids]
-        stop_ids = [i for i in prev_ids if i not in curr_ids]
-        nk = ad_keywords([disp(curr_ids[i], "ad_name") for i in new_ids[:30]])
-        sk = ad_keywords([disp(prev_ids[i], "ad_name") for i in stop_ids[:30]])
-        line = f"{CH_LABEL[ch]}：新增 {len(new_ids)} 个，关停 {len(stop_ids)} 个"
-        extras = []
-        if nk:
-            extras.append(f"新增方向「{' / '.join(nk)}」")
-        if sk:
-            extras.append(f"关停方向「{' / '.join(sk)}」")
-        ad_bits.append(line + (f"\n· {'；'.join(extras)}" if extras else ""))
+    ad_bits = object_strategy("广告", "ad_id", "ad_name")
     creative_fmt = share_line("【创意类型】", "ad_format", "ad_format", ["fb", "gg", "tt"])[0] or ""
     creative_strategy = "【广告】\n" + "\n".join(ad_bits) + (("\n\n" + creative_fmt) if creative_fmt else "")
 
@@ -455,35 +514,53 @@ def main() -> int:
         for title, stem, key, channels, id_key in dim_specs:
             items_all, stops_all = [], []
             for ch in channels:
-                items, stops = new_items(
-                    load_merged(bl, f"met_{ch}_curr_{stem}"),
-                    load_merged(bl, f"met_{ch}_prev_{stem}"),
-                    key,
-                    id_key,
-                )
+                curr_rows = load_merged(bl, f"met_{ch}_curr_{stem}")
+                prev_rows = load_merged(bl, f"met_{ch}_prev_{stem}")
+                curr_share_map, _ = share_map(curr_rows, key)
+                prev_share_map, _ = share_map(prev_rows, key)
+                items, stops = new_items(curr_rows, prev_rows, key, id_key)
+                stops = [
+                    s
+                    for s in stops
+                    if not is_ghost_enum(curr_share_map.get(s, 0), prev_share_map.get(s, 0))
+                ]
+                for item in items:
+                    item["channel"] = CH_LABEL[ch]
+                    if item["spend"] >= 50:
+                        value = metric_value(item["rows"], metric)
+                        hit = rule_hit(value, rule)
+                        verdict_text = '不可判定' if hit is None else ('达标' if hit else '未达标')
+                        details.append({"bizLine": name, "kind": f"新增成效/{title}", "action": "新增", "channel": CH_LABEL[ch], "name": item["label"], "extra": f"ID={item['id']}；消耗美元 {item['spend']:.2f}；{metric} {fmt_cpm(value)}；KPI {verdict_text}"})
                 items_all.extend(items)
                 stops_all.extend(stops)
             if items_all:
                 any_new = True
             if stops_all and not items_all:
                 only_stop = True
-            text, _hit, hs, ts = dim_layer_text(title, items_all, stops_all)
+            text, _hit, hs, ts = dim_layer_text(title, items_all, stops_all, rule)
             texts.append(text)
             if ts > 0:
                 hit_spend += hs
                 all_spend += ts
         detail = "\n\n".join(texts)
+        verdict = period_verdict(
+            first_period=first_period,
+            qoq_label=qoq_label,
+            kpi_usable=kpi_usable,
+            kpi_hit=rule_hit(core_c, rule),
+        )
+        if gate_note:
+            verdict = "待观察"
+        evidence = (
+            f"{cpi_s}，环比{qoq_label}" + (f" {qoq_pct_s}" if qoq_pct_s else "")
+            + "。此为整体环比观察，不代表本次单一动作的因果效果；" + rule["reason"]
+        )
         if not any_new and only_stop:
-            verdict = dual_verdict(spend_hit, qoq_label)
             return "\n".join(
                 [
                     f"结论：{verdict}",
-                    "口径：本期无新增，走关停",
-                    f"KPI：{KPI_LABEL}",
-                    "",
-                    f"关停后存量 CPM {fmt_cpm(overall_c)}，{'达标' if spend_hit else '未达标'}",
-                    f"关停前 {fmt_cpm(overall_p)}，环比{qoq_label}"
-                    + (f" {qoq_pct_s}" if qoq_pct_s else ""),
+                    "口径：本期无新增，走本期未出现",
+                    f"依据：{evidence}",
                     "",
                     detail,
                     "",
@@ -492,15 +569,11 @@ def main() -> int:
             )
         if not any_new:
             if allow_share_fallback and share_did_move:
-                verdict = dual_verdict(spend_hit, qoq_label)
                 return "\n".join(
                     [
                         f"结论：{verdict}",
                         "口径：无新增枚举，占比变化超过 ±2%，按可环比",
-                        f"KPI：{KPI_LABEL}",
-                        "",
-                        f"核心指标 CPM：本期 {fmt_cpm(overall_c)} / 上期 {fmt_cpm(overall_p)}，"
-                        f"{'达标' if spend_hit else '未达标'} + {qoq_label} → {verdict}",
+                        f"依据：{evidence}",
                         "",
                         detail,
                         "",
@@ -509,26 +582,18 @@ def main() -> int:
                 )
             return "\n".join(
                 [
-                    "结论：待观察",
+                    f"结论：{verdict}",
                     "口径：本期无实质调整动作",
-                    f"KPI：{KPI_LABEL}",
+                    f"依据：{evidence}",
                     "",
                     detail,
                 ]
             )
         ratio = (hit_spend / all_spend) if all_spend else 0.0
-        axis_hit = ratio >= 0.70
-        verdict = dual_verdict(axis_hit, qoq_label)
-        if gate_note:
-            verdict = "待观察"
         return "\n".join(
             [
                 f"结论：{verdict}",
-                f"依据：达标占比 {ratio * 100:.0f}%（{'≥' if axis_hit else '<'}70% → "
-                f"{'达标' if axis_hit else '未达标'}）；环比本期 CPM {fmt_cpm(overall_c)} / "
-                f"上期 {fmt_cpm(overall_p)}，{qoq_label}"
-                + (f" {qoq_pct_s}" if qoq_pct_s else ""),
-                f"KPI：{KPI_LABEL}",
+                f"依据：{evidence}",
                 "",
                 detail,
                 "",
@@ -578,18 +643,30 @@ def main() -> int:
         "creativeStrategy": creative_strategy,
         "creativeLearning": creative_learning,
     }
-    payload = {"rows": [row]}
+    payload = {"rows": [row], "details": details}
     (req / "payload.json").write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
     summary = {
         "bizLineId": biz_id,
         "curr_total": curr_total,
         "prev_total": prev_total,
+        "overall_cpi": [cpi_c, cpi_p],
         "overall_cpm": [overall_c, overall_p],
         "eff_days": eff_days,
+        "first_period": first_period,
         "spend_verdict": spend_verdict,
         "bid_counts": {ch: len(bids[ch]) for ch in bids},
+        "detail_count": len(details),
+        "request_dir": str(req),
     }
     (req / "summary.json").write_text(json.dumps(summary, ensure_ascii=False, indent=2), encoding="utf-8")
+    return payload, summary
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument("--request-dir", required=True)
+    args = parser.parse_args()
+    _, summary = summarize_request(Path(args.request_dir))
     print(json.dumps(summary, ensure_ascii=False), flush=True)
     return 0