sino-bc-cli 1.8.22 → 1.8.24

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

@@ -1,12 +1,14 @@
 #!/usr/bin/env python3
 # -*- coding: utf-8 -*-
-"""按固定规则汇总 merged JSON，生成可直接校验及导出的 payload。
+"""按固定规则汇总分页临时文件，生成可直接校验及导出的 payload。
 """
 from __future__ import annotations
 
 import argparse
+import heapq
 import json
 import sys
+import tempfile
 from collections import defaultdict
 from pathlib import Path
 
@@ -15,13 +17,16 @@ if str(SCRIPTS) not in sys.path:
     sys.path.insert(0, str(SCRIPTS))
 
 from cli_json import (
+    add_metric_acc,
     bid_adjust_stats,
     budget_abs_share,
     cpm,
     disp,
     examples,
+    finish_metric_acc,
     fmt_cpm,
     metric_value,
+    new_metric_acc,
     optional_num,
     core_rule,
     rule_hit,
@@ -42,13 +47,47 @@ CH_LABEL = {"fb": "Meta", "gg": "Google", "tt": "TikTok"}
 DETAIL_LIMIT = 8
 
 
-def load_merged(bl: Path, stem: str) -> list:
-    data = load_json_file(bl / f"{stem}.merged.json")
-    if isinstance(data, list):
-        return data
+def iter_stem_rows(bl: Path, stem: str):
+    """按页 yield 行，不把全表拼成 list。可重复调用，每次重新读盘。"""
+    meta_path = bl / f"{stem}.pages.json"
+    if meta_path.exists():
+        meta = load_json_file(meta_path)
+        if not isinstance(meta, dict) or not isinstance(meta.get("counts"), list):
+            raise ValueError(f"拉数文件不完整：{stem}")
+        accumulated = 0
+        for index, expected in enumerate(meta["counts"], start=1):
+            env = load_json_file(bl / f"{stem}.p{index}.out.json")
+            page_rows, _ = unwrap_page(env or {})
+            if len(page_rows) != expected:
+                raise ValueError(f"拉数文件不完整：{stem}")
+            yield from page_rows
+            accumulated += len(page_rows)
+        if meta.get("total") != accumulated:
+            raise ValueError(f"拉数文件不完整：{stem}")
+        return
+    extras = [p for p in bl.glob(f"{stem}.p*.out.json") if p.name != f"{stem}.p1.out.json"]
+    if extras:
+        raise ValueError(f"拉数文件不完整：{stem}")
     env = load_json_file(bl / f"{stem}.p1.out.json")
-    rows, _ = unwrap_page(env or {})
-    return rows
+    yield from unwrap_page(env or {})[0]
+
+
+def load_merged(bl: Path, stem: str) -> list:
+    """兼容测试与诊断：需要 list 时才物化。分析路径应走 iter_stem_rows。"""
+    return list(iter_stem_rows(bl, stem))
+
+
+def object_name_maps(rows, id_key, name_key) -> tuple[dict[str, str], dict[str, str]]:
+    """id → 明细展示名（空则回退 id），以及原始 display（空名不当作 id，避免命名规律拆 ID）。"""
+    names: dict[str, str] = {}
+    raw: dict[str, str] = {}
+    for row in rows:
+        if row.get(id_key):
+            ident = str(row[id_key])
+            shown = disp(row, name_key)
+            raw[ident] = shown
+            names[ident] = shown or ident
+    return names, raw
 
 
 def labels_of(rows, key) -> set[str]:
@@ -56,10 +95,13 @@ def labels_of(rows, key) -> set[str]:
 
 
 def share_map(rows, dim_key):
-    total = sum(num(r, "spend_usd") for r in rows)
+    """一次扫描累加消耗占比，可接迭代器。"""
+    total = 0.0
     acc = defaultdict(float)
-    for r in rows:
-        acc[disp(r, dim_key) or "未标注"] += num(r, "spend_usd")
+    for row in rows:
+        spend = num(row, "spend_usd")
+        total += spend
+        acc[disp(row, dim_key) or "未标注"] += spend
     if total <= 0:
         return {}, 0.0
     return {k: v / total * 100 for k, v in acc.items()}, total
@@ -89,48 +131,248 @@ def share_moved(curr: dict, prev: dict) -> bool:
     return False
 
 
-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。"""
+def _bid_snap(row: dict, fields: list[str]) -> dict | None:
+    ag = row.get("adgroup_id")
+    if not ag:
+        return None
+    ident = str(ag)
+    date_s = str(row.get("calendar_date") or "")
+    snap = {
+        "id": ident,
+        "calendar_date": date_s,
+        "name": disp(row, "adgroup_name") or ident,
+        "strategy": disp(row, "bid_strategy"),
+    }
+    for field in fields:
+        snap[field] = optional_num(row, field)
+    return snap
+
+
+def _bid_result_from_records(ag: str, records: list[dict], fields: list[str]) -> dict | None:
+    records = sorted(records, key=lambda r: r["calendar_date"])
+    changes = []
+    changed_dates = set()
+    for field in fields:
+        valid = [(r["calendar_date"], r[field]) for r in records if 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 not changes:
+        return None
+    primary = next((c for c in changes if c["from"] != c["to"]), changes[0])
+    last = records[-1]
+    return {"id": ag, "name": last["name"], **primary, "times": len(changed_dates), "fields": changes, "strategy": last["strategy"]}
+
+
+def _sort_line_file(src: Path, chunk_size: int = 4000) -> Path:
+    """按行外排序，一次只留一块在内存。"""
+    parts: list[Path] = []
+    buf: list[str] = []
+
+    def flush() -> None:
+        if not buf:
+            return
+        buf.sort()
+        part = src.with_name(f"{src.name}.s{len(parts)}")
+        part.write_text("".join(buf), encoding="utf-8")
+        parts.append(part)
+        buf.clear()
+
+    with src.open(encoding="utf-8") as handle:
+        for line in handle:
+            buf.append(line)
+            if len(buf) >= chunk_size:
+                flush()
+        flush()
+    if not parts:
+        return src
+    if len(parts) == 1:
+        parts[0].replace(src)
+        return src
+    out = src.with_name(src.name + ".sorted")
+    handles = [part.open(encoding="utf-8") for part in parts]
+    try:
+        with out.open("w", encoding="utf-8") as dest:
+            dest.writelines(heapq.merge(*handles))
+    finally:
+        for handle in handles:
+            handle.close()
+        for part in parts:
+            part.unlink(missing_ok=True)
+    return out
+
+
+def _bid_changes_memory(rows, fields):
+    """小样本对照：内存按广告组聚合。生产路径必须走 bid_changes 落盘。"""
     by_ag = defaultdict(list)
     for row in rows:
-        if row.get("adgroup_id"):
-            by_ag[str(row["adgroup_id"])].append(row)
+        snap = _bid_snap(row, fields)
+        if snap:
+            by_ag[snap["id"]].append(snap)
     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")})
+        item = _bid_result_from_records(ag, records, fields)
+        if item:
+            result.append(item)
     return sorted(result, key=lambda r: (-r["times"], r["id"]))
 
 
-def new_items(curr_rows, prev_rows, key, id_key=None):
-    """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 bid_changes(rows, fields, work_dir: Path | None = None):
+    """逐个出价字段比较有效日快照，缺失值不补零。始终按广告组落盘再逐组处理。"""
+    if work_dir is None:
+        with tempfile.TemporaryDirectory(prefix="bid-") as tmp:
+            return bid_changes(rows, fields, work_dir=Path(tmp))
+    work_dir.mkdir(parents=True, exist_ok=True)
+    spill = work_dir / "snaps.ndjson"
+    with spill.open("w", encoding="utf-8") as handle:
+        for row in rows:
+            snap = _bid_snap(row, fields)
+            if not snap:
+                continue
+            handle.write(f"{snap['id']}\t{snap['calendar_date']}\t{json.dumps(snap, ensure_ascii=False)}\n")
+    ordered = _sort_line_file(spill)
+    result = []
+    current_id = ""
+    group: list[dict] = []
+
+    def flush_group() -> None:
+        if not group:
+            return
+        item = _bid_result_from_records(current_id, group, fields)
+        if item:
+            result.append(item)
+        group.clear()
+
+    with ordered.open(encoding="utf-8") as handle:
+        for line in handle:
+            ident, _date, payload = line.split("\t", 2)
+            snap = json.loads(payload)
+            if ident != current_id:
+                flush_group()
+                current_id = ident
+            group.append(snap)
+        flush_group()
+    return sorted(result, key=lambda r: (-r["times"], r["id"]))
+
+
+class DetailWriter:
+    """明细逐条写 ndjson，分析阶段不攒全表 list。"""
+
+    def __init__(self, path: Path):
+        self.path = path
+        self.count = 0
+        path.parent.mkdir(parents=True, exist_ok=True)
+        self._fh = path.open("w", encoding="utf-8")
+
+    def append(self, record: dict) -> None:
+        self._fh.write(json.dumps(record, ensure_ascii=False) + "\n")
+        self.count += 1
+
+    def close(self) -> None:
+        if self._fh and not self._fh.closed:
+            self._fh.close()
+
+    def __enter__(self):
+        return self
+
+    def __exit__(self, *_exc) -> None:
+        self.close()
+
+    def __len__(self) -> int:
+        return self.count
+
+    def __iter__(self):
+        self.close()
+        yield from iter_details(self.path)
+
+
+def iter_details(details):
+    """统一遍历 list / DetailWriter / ndjson 路径。"""
+    if isinstance(details, DetailWriter):
+        yield from details
+        return
+    if isinstance(details, (str, Path)):
+        path = Path(details)
+        if not path.exists():
+            return
+        with path.open(encoding="utf-8") as handle:
+            for line in handle:
+                if line.strip():
+                    yield json.loads(line)
+        return
+    yield from details or []
+
+
+def share_and_new_items(curr_rows, prev_rows, key, id_key=None):
+    """同一对 curr/prev 迭代器各扫一遍，同时得到占比与新增对象。"""
     def identity(row):
         return str(row.get(id_key) or "") if id_key else disp(row, key)
+
+    previous: dict[str, str] = {}
+    prev_acc: dict[str, float] = defaultdict(float)
+    prev_total = 0.0
+    for row in prev_rows:
+        ident = identity(row)
+        if ident:
+            previous[ident] = disp(row, key) or ident
+        spend = num(row, "spend_usd")
+        prev_total += spend
+        prev_acc[disp(row, key) or "未标注"] += spend
+
     grouped = defaultdict(list)
+    current_ids: set[str] = set()
+    curr_acc: dict[str, float] = defaultdict(float)
+    curr_total = 0.0
     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)}
+        spend = num(row, "spend_usd")
+        curr_total += spend
+        curr_acc[disp(row, key) or "未标注"] += spend
+        ident = identity(row)
+        if not ident:
+            continue
+        current_ids.add(ident)
+        if ident not in previous:
+            grouped[ident].append(row)
+
+    def to_share(acc, total):
+        if total <= 0:
+            return {}
+        return {k: v / total * 100 for k, v in acc.items()}
+
     items = []
     for ident, records in grouped.items():
-        if ident in previous:
+        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 = [label for ident, label in previous.items() if ident not in current_ids]
+    return to_share(curr_acc, curr_total), to_share(prev_acc, prev_total), items, stops
+
+
+def new_items(curr_rows, prev_rows, key, id_key=None):
+    """按稳定 ID/维度值聚合基础指标，再识别本期新出现的对象。只为新增对象保留行。"""
+    def identity(row):
+        return str(row.get(id_key) or "") if id_key else disp(row, key)
+    previous: dict[str, str] = {}
+    for row in prev_rows:
+        ident = identity(row)
+        if ident:
+            previous[ident] = disp(row, key) or ident
+    grouped = defaultdict(list)
+    current_ids: set[str] = set()
+    for row in curr_rows:
+        ident = identity(row)
+        if not ident:
             continue
+        current_ids.add(ident)
+        if ident not in previous:
+            grouped[ident].append(row)
+    items = []
+    for ident, records in grouped.items():
         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]
+    stops = [label for ident, label in previous.items() if ident not in current_ids]
     return items, stops
 
 
@@ -208,9 +450,14 @@ def summarize_request(req: Path):
     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}')
+            meta = load_json_file(bl / f"{stem}.pages.json")
+            if (
+                not isinstance(meta, dict)
+                or meta.get("total") != count
+                or not isinstance(meta.get("counts"), list)
+                or sum(meta["counts"]) != 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 [])
@@ -231,21 +478,40 @@ def summarize_request(req: Path):
     imps = {"curr": {}, "prev": {}}
     inst = {"curr": {}, "prev": {}}
     days = {"curr": {}, "prev": {}}
+    coverage_dates = {"curr": {}, "prev": {}}
+    core_index = str(biz.get("coreIndex") or detail_data.get("coreIndex") or "").strip()
+    rule = core_rule(core_index)
+    metric = rule["metric"]
+    core_acc = {"curr": new_metric_acc(metric), "prev": new_metric_acc(metric)}
+    cpi_acc = {"curr": new_metric_acc("CPI"), "prev": new_metric_acc("CPI")}
     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 = 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 "")
-                    for r in day_rows
-                    if num(r, "spend_usd") > 0
-                }
-            )
+            day_spend = day_imps = day_inst = 0.0
+            dates_all: set[str] = set()
+            dates_spend: set[str] = set()
+            for row in iter_stem_rows(bl, f"met_{ch}_{per}_calendar_date"):
+                day_spend += num(row, "spend_usd")
+                day_imps += num(row, "impressions")
+                day_inst += num(row, "installs")
+                raw = row.get("calendar_date")
+                if raw:
+                    dates_all.add(str(raw)[:10])
+                if num(row, "spend_usd") > 0:
+                    dates_spend.add(disp(row, "calendar_date") or str(raw or ""))
+            acc_spend = acc_imps = acc_inst = 0.0
+            has_acc = False
+            for row in iter_stem_rows(bl, f"met_{ch}_{per}_account_id"):
+                has_acc = True
+                acc_spend += num(row, "spend_usd")
+                acc_imps += num(row, "impressions")
+                acc_inst += num(row, "installs")
+                add_metric_acc(core_acc[per], row)
+                add_metric_acc(cpi_acc[per], row)
+            spend[per][ch] = acc_spend if has_acc else day_spend
+            imps[per][ch] = acc_imps if has_acc else day_imps
+            inst[per][ch] = acc_inst if has_acc else day_inst
+            days[per][ch] = len(dates_spend)
+            coverage_dates[per][ch] = dates_all
 
     curr_total = sum(spend["curr"].values())
     prev_total = sum(spend["prev"].values())
@@ -255,16 +521,10 @@ def summarize_request(req: Path):
     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
+    core_c, core_p = finish_metric_acc(core_acc["curr"]), finish_metric_acc(core_acc["prev"])
+    cpi_c, cpi_p = finish_metric_acc(cpi_acc["curr"]), finish_metric_acc(cpi_acc["prev"])
     eff_days = max(days["curr"].values() or [0])
     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(
@@ -278,301 +538,296 @@ def summarize_request(req: Path):
         spend_verdict = "待观察"
         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:
+    details = DetailWriter(req / "details.ndjson")
+    try:
+        details.append({"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
-            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"],
-        "gg": ["cpc_bid_amount", "cpm_bid_amount", "cpv_bid_amount"],
-        "tt": ["bid_amount", "conversion_bid", "deep_cpabid"],
-    }
-    bid_stems = {
-        "fb": "dim_fb_curr_calendar_date+adgroup_id+adgroup_name+bid_amount",
-        "gg": "dim_gg_curr_calendar_date+adgroup_id+adgroup_name+cpc_bid_amount",
-        "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"
-        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）"
+            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(coverage_dates[per].get(ch) or set())
+                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"],
+            "gg": ["cpc_bid_amount", "cpm_bid_amount", "cpv_bid_amount"],
+            "tt": ["bid_amount", "conversion_bid", "deep_cpabid"],
+        }
+        bid_stems = {
+            "fb": "dim_fb_curr_calendar_date+adgroup_id+adgroup_name+bid_amount",
+            "gg": "dim_gg_curr_calendar_date+adgroup_id+adgroup_name+cpc_bid_amount",
+            "tt": "dim_tt_curr_calendar_date+adgroup_id+adgroup_name+bid_amount",
+        }
+        bids = {ch: bid_changes(iter_stem_rows(bl, bid_stems[ch]), bid_fields[ch], work_dir=bl / f"_bid_{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"
+            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)
+
+        for ch in ("fb", "gg", "tt"):
+            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),
+                    }
                 )
-        return "\n".join(lines)
-
-    for ch in ("fb", "gg", "tt"):
-        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),
-                }
-            )
-
-    budget_strategy = "\n".join(
-        [
-            "【调整出价】",
-            bid_text("fb"),
-            bid_text("gg"),
-            bid_text("tt"),
-            "",
-            "【预算】",
-            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}",
-        ]
-    )
-    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"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"· {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",
-            *[
-                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),
-        ]
-    )
-
-    def share_line(title, dim_key, stem, channels):
-        segs = []
-        moved = False
-        for ch in channels:
-            curr, _ = share_map(load_merged(bl, f"met_{ch}_curr_{stem}"), dim_key)
-            prev, _ = share_map(load_merged(bl, f"met_{ch}_prev_{stem}"), dim_key)
-            if share_moved(curr, prev):
-                moved = True
-            if curr or prev:
-                segs.append(f"{CH_LABEL[ch]}：{fmt_share(curr, prev)}")
-        return ("\n".join([title] + segs) if segs else ""), moved
-
-    p_obj, m1 = share_line("【广告目标】", "objective", "objective", ["fb", "tt"])
-    p_ch, m2 = share_line("【广告系列类型】", "advertising_channel_type", "advertising_channel_type", ["gg"])
-    p_opt, m3 = share_line("【成效目标】", "optimization_goal", "optimization_goal", ["fb", "gg", "tt"])
-    p_bid, m4 = share_line("【出价方式】", "bid_strategy", "bid_strategy", ["fb", "gg", "tt"])
-    product_strategy = "\n\n".join(x for x in [p_obj, p_ch, p_opt, p_bid] if x)
-    product_share_moved = any([m1, m2, m3, m4])
-
-    def dim_sets(stem, key, channels):
-        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 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】", 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】", 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 = 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 "")
+        budget_strategy = "\n".join(
+            [
+                "【调整出价】",
+                bid_text("fb"),
+                bid_text("gg"),
+                bid_text("tt"),
+                "",
+                "【预算】",
+                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}",
+            ]
+        )
+        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"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"· {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",
+                *[
+                    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),
+            ]
+        )
 
-    def strategy_learning(dim_specs, allow_share_fallback=False, share_did_move=False):
-        texts = []
-        hit_spend = all_spend = 0.0
-        any_new = only_stop = False
-        for title, stem, key, channels, id_key in dim_specs:
-            items_all, stops_all = [], []
+        def share_line(title, dim_key, stem, channels):
+            segs = []
+            moved = False
             for ch in channels:
-                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, 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"]
+                curr, _ = share_map(iter_stem_rows(bl, f"met_{ch}_curr_{stem}"), dim_key)
+                prev, _ = share_map(iter_stem_rows(bl, f"met_{ch}_prev_{stem}"), dim_key)
+                if share_moved(curr, prev):
+                    moved = True
+                if curr or prev:
+                    segs.append(f"{CH_LABEL[ch]}：{fmt_share(curr, prev)}")
+            return ("\n".join([title] + segs) if segs else ""), moved
+
+        p_obj, m1 = share_line("【广告目标】", "objective", "objective", ["fb", "tt"])
+        p_ch, m2 = share_line("【广告系列类型】", "advertising_channel_type", "advertising_channel_type", ["gg"])
+        p_opt, m3 = share_line("【成效目标】", "optimization_goal", "optimization_goal", ["fb", "gg", "tt"])
+        p_bid, m4 = share_line("【出价方式】", "bid_strategy", "bid_strategy", ["fb", "gg", "tt"])
+        product_strategy = "\n\n".join(x for x in [p_obj, p_ch, p_opt, p_bid] if x)
+        product_share_moved = any([m1, m2, m3, m4])
+
+        def dim_sets(stem, key, channels):
+            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'
+                    fields = combined.split('+')
+                    for target, per in ((curr, 'curr'), (prev, 'prev')):
+                        for row in iter_stem_rows(bl, f'dim_{ch}_{per}_{combined}'):
+                            for field in fields:
+                                lab = disp(row, field)
+                                if lab:
+                                    target.add(lab)
+                    continue
+                curr |= labels_of(iter_stem_rows(bl, f"dim_{ch}_curr_{stem}"), key)
+                prev |= labels_of(iter_stem_rows(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 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}"
+
+                def index_objects(period: str) -> tuple[dict[str, str], dict[str, str]]:
+                    return object_name_maps(iter_stem_rows(bl, f"dim_{ch}_{period}_{stem}"), id_key, name_key)
+
+                c, c_raw = index_objects("curr")
+                p, _p_raw = index_objects("prev")
+                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([c_raw[i] for i in new])}")
+                for ident in sorted(c.keys() | p.keys()):
+                    record_name = 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": record_name, "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】", 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】", 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
         )
-        if not any_new and only_stop:
-            return "\n".join(
-                [
-                    f"结论：{verdict}",
-                    "口径：本期无新增，走本期未出现",
-                    f"依据：{evidence}",
-                    "",
-                    detail,
-                    "",
-                    advice_of(verdict),
-                ]
+
+        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 "")
+
+        def strategy_learning(dim_specs, allow_share_fallback=False, share_did_move=False):
+            texts = []
+            hit_spend = all_spend = 0.0
+            any_new = only_stop = False
+            for title, stem, key, channels, id_key in dim_specs:
+                items_all, stops_all = [], []
+                for ch in channels:
+                    curr_stem = f"met_{ch}_curr_{stem}"
+                    prev_stem = f"met_{ch}_prev_{stem}"
+                    curr_share_map, prev_share_map, items, stops = share_and_new_items(
+                        iter_stem_rows(bl, curr_stem), iter_stem_rows(bl, prev_stem), 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, 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 not any_new:
-            if allow_share_fallback and share_did_move:
+            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:
                 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",
+                        "口径：本期无新增，走本期未出现",
                         f"依据：{evidence}",
                         "",
                         detail,
@@ -580,86 +835,101 @@ def summarize_request(req: Path):
                         advice_of(verdict),
                     ]
                 )
+            if not any_new:
+                if allow_share_fallback and share_did_move:
+                    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"依据：{evidence}",
+                            "",
+                            detail,
+                            "",
+                            advice_of(verdict),
+                        ]
+                    )
+                return "\n".join(
+                    [
+                        f"结论：{verdict}",
+                        "口径：本期无实质调整动作",
+                        f"依据：{evidence}",
+                        "",
+                        detail,
+                    ]
+                )
+            ratio = (hit_spend / all_spend) if all_spend else 0.0
             return "\n".join(
                 [
                     f"结论：{verdict}",
-                    "口径：本期无实质调整动作",
                     f"依据：{evidence}",
                     "",
                     detail,
+                    "",
+                    advice_of(verdict),
                 ]
             )
-        ratio = (hit_spend / all_spend) if all_spend else 0.0
-        return "\n".join(
+
+        product_learning = strategy_learning(
             [
-                f"结论：{verdict}",
-                f"依据：{evidence}",
-                "",
-                detail,
-                "",
-                advice_of(verdict),
+                ("广告目标", "objective", "objective", ["fb", "tt"], None),
+                ("广告系列类型", "advertising_channel_type", "advertising_channel_type", ["gg"], None),
+                ("成效目标", "optimization_goal", "optimization_goal", ["fb", "gg", "tt"], None),
+                ("出价方式", "bid_strategy", "bid_strategy", ["fb", "gg", "tt"], None),
+            ],
+            allow_share_fallback=True,
+            share_did_move=product_share_moved,
+        )
+        audience_learning = strategy_learning(
+            [
+                ("国家", "country_code", "country_code", ["fb", "gg", "tt"], None),
+                ("兴趣词包", "targeting_interests", "targeting_interests", ["fb", "tt"], None),
+                ("受众类型", "audience_type", "audience_type", ["fb", "gg", "tt"], None),
+                ("关键词", "keywords", "keywords", ["gg"], None),
+                ("年龄", "targeting_age", "targeting_age", ["fb", "gg", "tt"], None),
+                ("性别", "targeting_genders", "targeting_genders", ["fb", "gg", "tt"], None),
+                ("广告组", "adgroup_id+adgroup_name", "adgroup_name", ["fb", "gg", "tt"], "adgroup_id"),
+            ]
+        )
+        creative_learning = strategy_learning(
+            [
+                ("广告", "ad_id+ad_name", "ad_name", ["fb", "gg", "tt"], "ad_id"),
+                ("创意类型", "ad_format", "ad_format", ["fb", "gg", "tt"], None),
             ]
         )
 
-    product_learning = strategy_learning(
-        [
-            ("广告目标", "objective", "objective", ["fb", "tt"], None),
-            ("广告系列类型", "advertising_channel_type", "advertising_channel_type", ["gg"], None),
-            ("成效目标", "optimization_goal", "optimization_goal", ["fb", "gg", "tt"], None),
-            ("出价方式", "bid_strategy", "bid_strategy", ["fb", "gg", "tt"], None),
-        ],
-        allow_share_fallback=True,
-        share_did_move=product_share_moved,
-    )
-    audience_learning = strategy_learning(
-        [
-            ("国家", "country_code", "country_code", ["fb", "gg", "tt"], None),
-            ("兴趣词包", "targeting_interests", "targeting_interests", ["fb", "tt"], None),
-            ("受众类型", "audience_type", "audience_type", ["fb", "gg", "tt"], None),
-            ("关键词", "keywords", "keywords", ["gg"], None),
-            ("年龄", "targeting_age", "targeting_age", ["fb", "gg", "tt"], None),
-            ("性别", "targeting_genders", "targeting_genders", ["fb", "gg", "tt"], None),
-            ("广告组", "adgroup_id+adgroup_name", "adgroup_name", ["fb", "gg", "tt"], "adgroup_id"),
-        ]
-    )
-    creative_learning = strategy_learning(
-        [
-            ("广告", "ad_id+ad_name", "ad_name", ["fb", "gg", "tt"], "ad_id"),
-            ("创意类型", "ad_format", "ad_format", ["fb", "gg", "tt"], None),
-        ]
-    )
-
-    row = {
-        "group": group,
-        "bizLine": name,
-        "period": period,
-        "project": project,
-        "budgetStrategy": budget_strategy,
-        "budgetLearning": budget_learning,
-        "productStrategy": product_strategy,
-        "productLearning": product_learning,
-        "audienceStrategy": audience_strategy,
-        "audienceLearning": audience_learning,
-        "creativeStrategy": creative_strategy,
-        "creativeLearning": creative_learning,
-    }
-    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
+        row = {
+            "group": group,
+            "bizLine": name,
+            "period": period,
+            "project": project,
+            "budgetStrategy": budget_strategy,
+            "budgetLearning": budget_learning,
+            "productStrategy": product_strategy,
+            "productLearning": product_learning,
+            "audienceStrategy": audience_strategy,
+            "audienceLearning": audience_learning,
+            "creativeStrategy": creative_strategy,
+            "creativeLearning": creative_learning,
+        }
+        payload = {"rows": [row], "details": str(details.path), "detail_count": details.count}
+        (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": details.count,
+            "request_dir": str(req),
+        }
+        (req / "summary.json").write_text(json.dumps(summary, ensure_ascii=False, indent=2), encoding="utf-8")
+        return payload, summary
+    finally:
+        details.close()
 
 
 def main() -> int: