sino-bc-cli 1.8.20 → 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
 
@@ -23,7 +21,10 @@ from cli_json import (
     disp,
     examples,
     fmt_cpm,
-    hit_kpi,
+    metric_value,
+    optional_num,
+    core_rule,
+    rule_hit,
     is_first_period,
     is_ghost_enum,
     load_json_file,
@@ -38,7 +39,6 @@ from cli_json import (
 
 CH_LABEL = {"fb": "Meta", "gg": "Google", "tt": "TikTok"}
 # 第 1 层明细仍用消耗门槛；结论不再用 CPM≤5 当 KPI
-KPI_TARGET = 5.0
 DETAIL_LIMIT = 8
 
 
@@ -90,102 +90,74 @@ 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 $50，不纳入聚合")
-    if stop_labs and not items:
-        lines.append(f"· 关停 {len(stop_labs)} 个：{examples(stop_labs)}")
-    elif stop_labs:
-        lines.append(f"· 另关停 {len(stop_labs)} 个：{examples(stop_labs)}")
-    if not usable:
-        return "\n".join(lines), None, 0.0, 0.0
-    spend_sum = sum(it["spend"] for it in usable)
-    dim_cpm = cpm(spend_sum, sum(it["imps"] for it in usable))
-    dim_hit = hit_kpi(dim_cpm, KPI_TARGET)
-    lines.append(f"· 合计 CPM {fmt_cpm(dim_cpm)}，{'达标' if dim_hit else '未达标'}")
-    hit_spend = sum(it["spend"] for it in usable if hit_kpi(it["cpm"], KPI_TARGET))
-    return "\n".join(lines), dim_hit, hit_spend, spend_sum
+    usable = [it for it in items if it["spend"] >= 50]
+    for it in usable[:DETAIL_LIMIT]:
+        value = metric_value(it.get("rows", []), metric)
+        hit = rule_hit(value, rule)
+        verdict = "不可判定" if hit is None else ("达标" if hit else "未达标")
+        lines.append(f"· 新增「{short_label(it['label'])}」{metric} {fmt_cpm(value)}，KPI {verdict}（${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:
@@ -206,9 +178,9 @@ def setting_line(title, curr_set, prev_set, first_period=False) -> str:
         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)
 
 
@@ -225,17 +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 [])
@@ -260,7 +235,7 @@ def main() -> int:
         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)
@@ -283,22 +258,46 @@ def main() -> int:
     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])
-    first_period = is_first_period(biz)
-    qoq_label, qoq_pct = qoq_axis(cpi_c if cpi_c is not None else overall_c, cpi_p if cpi_p is not None else overall_p)
+    first_period = not (len(prev) == 2 and all(prev))
     core_index = str(biz.get("coreIndex") or detail_data.get("coreIndex") or "").strip()
-    kpi_usable = bool(core_index) and any(tok in core_index.upper() for tok in ("CPA", "CPI", "ROI", "ROAS", "次留", "成本"))
+    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=None,
+        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] = []
+    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"],
@@ -321,7 +320,7 @@ def main() -> int:
             return f"{label}：本期未发生明显出价调整"
         lines = [
             f"{label}：上调 {stats['raise_n']} 个广告组，下调 {stats['lower_n']} 个；"
-            f"幅度中位数 {stats['median_abs']:.2f}"
+            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"]:
@@ -339,10 +338,10 @@ def main() -> int:
                 {
                     "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"),
+                    "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"{b.get('from')} → {b.get('to')}，{b.get('times')} 次",
+                    "extra": f"ID={b['id']}；" + json.dumps(b.get("fields", []), ensure_ascii=False),
                 }
             )
 
@@ -378,16 +377,13 @@ def main() -> int:
             f"消耗合计：本期 ${curr_total:,.0f} / 上期 ${prev_total:,.0f}",
         ]
     )
-    cpi_s = (
-        f"全渠道 CPI：本期 ${cpi_c:.2f} / 上期 ${cpi_p:.2f}"
-        if cpi_c is not None and cpi_p is not None
-        else f"全渠道 CPI：本期 {cpi_c if cpi_c is not None else '-'} / 上期 {cpi_p if cpi_p is not None else '-'}"
-    )
+    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}（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"coreIndex：{core_index[:180] + ('…' if len(core_index) > 180 else '') or '未填写，不单独决定结论'}",
+            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",
@@ -431,20 +427,27 @@ 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
 
     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 else (curr_set - prev_set))
+        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": action_curr,
+                    "action": "持续" if not first_period and lab in prev_set else action_curr,
                     "channel": channel,
                     "name": lab,
                     "extra": "",
@@ -455,7 +458,7 @@ def main() -> int:
                 {
                     "bizLine": name,
                     "kind": kind,
-                    "action": "关停",
+                    "action": "本期未出现",
                     "channel": channel,
                     "name": lab,
                     "extra": "",
@@ -469,17 +472,23 @@ def main() -> int:
     add_setting_details("兴趣词", interest_curr, interest_prev)
     add_setting_details("关键词", kw_curr, kw_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)
-        pattern = naming_patterns(n)
-        line = f"{CH_LABEL[ch]}：新增 {len(n)} 个，关停 {len(s)} 个"
-        if n:
-            line += f"\n· 命名规律：{pattern}"
-        ag_bits.append(line)
-        add_setting_details("广告组", set(n), set(s), CH_LABEL[ch])
+    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 [
@@ -494,21 +503,7 @@ def main() -> int:
         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]
-        new_names = [disp(curr_ids[i], "ad_name") for i in new_ids if disp(curr_ids[i], "ad_name") not in ("", "(空)")]
-        stop_names = [disp(prev_ids[i], "ad_name") for i in stop_ids if disp(prev_ids[i], "ad_name") not in ("", "(空)")]
-        line = f"{CH_LABEL[ch]}：新增 {len(new_ids)} 个，关停 {len(stop_ids)} 个"
-        if new_names:
-            line += f"\n· 命名规律：{naming_patterns(new_names)}"
-        ad_bits.append(line)
-        add_setting_details("广告", set(new_names), set(stop_names), CH_LABEL[ch])
+    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 "")
 
@@ -529,13 +524,20 @@ def main() -> int:
                     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
@@ -545,19 +547,19 @@ def main() -> int:
             first_period=first_period,
             qoq_label=qoq_label,
             kpi_usable=kpi_usable,
-            kpi_hit=None,
+            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 "")
-            + "。达标占比只作依据，不单独改结论"
+            + "。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:
             return "\n".join(
                 [
                     f"结论：{verdict}",
-                    "口径：本期无新增，走关停",
+                    "口径：本期无新增，走本期未出现",
                     f"依据：{evidence}",
                     "",
                     detail,
@@ -591,7 +593,7 @@ def main() -> int:
         return "\n".join(
             [
                 f"结论：{verdict}",
-                f"依据：{evidence}；过门槛新增消耗加权达标占比 {ratio * 100:.0f}%（仅备查）",
+                f"依据：{evidence}",
                 "",
                 detail,
                 "",
@@ -657,6 +659,14 @@ def main() -> int:
         "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
 

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

@@ -42,8 +42,8 @@ def test_list_query_uses_data_body_not_flags():
 def test_exec_cli_to_file_keeps_payload_over_64kb():
     with tempfile.TemporaryDirectory() as tmp:
         out = Path(tmp) / "big.out.json"
-        payload = json.dumps({"ok": True, "pad": "x" * 80000}, ensure_ascii=False)
-        script = f"import sys; sys.stdout.write({payload!r})"
+        # 在子进程内构造大回包，避免 Windows argv 长度上限干扰本测试。
+        script = 'import json; print(json.dumps({"ok": True, "pad": "x" * 80000}))'
         rc, raw = exec_cli_to_file([sys.executable, "-c", script], out)
         assert rc == 0
         assert out.stat().st_size > 65536
@@ -173,6 +173,19 @@ def test_build_report_writes_strategy_and_detail_sheets():
             assert "sheetData" in sheet2
 
 
+def test_build_report_preserves_carriage_returns():
+    """客户 KPI 与广告名中的 CR/CRLF 必须逐字保留，不能被 XML 换行归一化。"""
+    from build_report import write_xlsx, validate_xlsx
+
+    text = "客户 KPI\r\n第二行\r第三行\n<&> &amp; &#13;"
+    rows = [{"bizLine": "换行验证", "budgetLearning": text}]
+    details = [{"bizLine": "换行验证", "name": text, "extra": text * 100}]
+    with tempfile.TemporaryDirectory() as tmp:
+        path = Path(tmp) / "line-endings.xlsx"
+        write_xlsx(rows, str(path), details)
+        assert validate_xlsx(path, rows, details)["rows"] == 1
+
+
 if __name__ == "__main__":
     tests = [
         test_list_query_uses_data_body_not_flags,
@@ -187,6 +200,7 @@ if __name__ == "__main__":
         test_naming_patterns_picks_short_tokens,
         test_summarize_countries_aggregates_when_over_50,
         test_build_report_writes_strategy_and_detail_sheets,
+        test_build_report_preserves_carriage_returns,
     ]
     failed = 0
     for fn in tests: