feat(ppt): period_review unified generator for quarterly/half/annual/ttm
All checks were successful
CD Pipeline / deploy (push) Successful in 3m37s

Wave 1.2:用一份 generator 解 4 種時間維度報表(季/半年/年/TTM)。

generate_period_review_ppt(services/ppt_generator.py)— 12 頁
- 期間類型徽章自動切換(季報/半年報/年報/TTM 滾動)
- P1 封面:含業績狀態徽章 + elevator pitch + 期間動能
- P2 執行摘要:KPI v2 含 △% (vs 上季/上半/去年) + AI 解讀 + YoY 對比帶
- P3 月度業績走勢(matplotlib 折線:本期 + 上期 + 月均線 + 高低點)+ 4 卡指標
- P4 品類分析:橫條 + 帕雷托雙視圖
- P5-P7 TOP 50 商品(自動分頁)
- P8 TOP 30 廠商
- P9 MCP 市場情報
- P10 AI 結構化洞察
- P11 附錄

query_period_summary(routes/openclaw_bot_routes.py)
- 一次拉齊:kpis / monthly_breakdown / top_products(50) / top_categories(8) /
  top_vendors(30)
- 自動算月度聚合(PostgreSQL TO_CHAR)

路由層加 4 種 sub_type 分支:
- /ppt quarterly [YYYY/Q1-4]    當季或指定季
- /ppt half_yearly [YYYY/H1-2]  當半年或指定半年
- /ppt annual [YYYY]            當年或指定年
- /ppt ttm                      最近 12 個月(自動算到本月底)

每種自動抓三段資料:本期 + 上期同等 + 去年同期
- quarterly: 上季 + 去年同季
- half_yearly: 上半年 + 去年同半年
- annual: 去年 + 前年
- ttm: 上一個 TTM (24-12 月前) + 同上

_ppt_ai_analysis 加 is_period 分支
- 角色:策略顧問 + BU 主管 + CFO 三合一視角
- 結構:整體解讀 / 市場趨勢對位 / 月度走勢分析 / 品類結構 / 戰略級 SMART /
  風險預警
- SMART 行動分三層:下期立即啟動(30 天)/ 下期戰略(60-90 天)/
  下下期預備(6-12 月)
- max_tokens 2600,字數 1000-1300

Telegram 按鈕:報表選單加 4 顆季/半/年/TTM 按鈕

bump TEMPLATE_VERSIONS:quarterly / half_yearly / annual / ttm 全 v3.1.0

煙霧測試:4 種全綠,每份 12 頁 220KB。

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
OoO
2026-05-03 02:10:14 +08:00
parent b6fdb4f473
commit 1af96f5be4
3 changed files with 659 additions and 2 deletions

View File

@@ -1884,6 +1884,7 @@ def _ppt_ai_analysis(prompt_data: str, report_type: str = '') -> str:
is_competitor = '競品' in report_type
is_promo = '促銷' in report_type
is_vendor = '廠商' in report_type
is_period = any(k in report_type for k in ('quarterly', 'half_yearly', 'annual', 'ttm', '季報', '半年報', '年報'))
# ── 格式鐵律(所有 prompt 共用後綴)────────────────────────
FORMAT_RULES = (
@@ -2041,6 +2042,47 @@ def _ppt_ai_analysis(prompt_data: str, report_type: str = '') -> str:
+ FORMAT_RULES
)
max_tokens = 1400
elif is_period:
sys_instruction = (
"你身兼三職:(1) 資深電商策略顧問10 年 BCG / 麥肯錫零售諮詢經驗)"
"(2) momo BU 主管(決策季度/半年/年度資源分配)"
"(3) CFO 觀點(看 P&L 結構、毛利歸因、預算 vs 實際)。\n"
"你的客戶是 momo 高層管理層,會用本報告做下季度/半年度/年度的"
"戰略校正、資源重分配、OKR 設定。所有判斷必須有量化依據。\n\n"
f"請針對以下{report_type}資料,輸出戰略級期間回顧報告,結構嚴格如下:\n\n"
"【期間整體解讀】4-5句\n"
"引用期間業績、訂單、毛利率、客單價,評估等級(卓越/穩健/普通/警訊);"
"與上期 / 去年同期分別作 △% 比較;指出最關鍵亮點與最大警訊;"
"與台灣電商市場同期表現比較定位(健康成長 5~15%、強勁 >20%、警訊 <0%)。\n\n"
"【市場趨勢與本期對位】3-4句\n"
"結合本期所跨檔期(依期間落點:母親節/520/618/雙11/雙12回顧檔期效益"
"對比歷史拉動幅度如雙11 +50~80%、618 +30~50%"
"點出本期是否充分捕捉市場紅利或錯失機會。\n\n"
"【月度走勢分析】3-4句\n"
"解讀月度業績曲線:高點月成因(檔期/活動/季節)、低點月成因;"
"識別連續 2 個月以上的趨勢(持續上升/下降/震盪);"
"QoQ / HoH / YoY 的成長動能差異。\n\n"
"【品類與商品結構洞察】3-4句\n"
"TOP3 主力品類佔比與健康度(前一品類 >60% 為集中度過高);"
"新進榜商品 vs 跌出榜商品的比例與業績規模;"
"毛利結構(高毛利品類 vs 低毛利品類)的 mix 健康度。\n\n"
"【行動建議 — 戰略級 SMART】\n"
"■ 下期立即啟動3 條,✅ 開頭,含期限):\n"
" 針對庫存補貨、廣告投放、定價調整、品類 mix 調整等 30 天內可見效的決策。\n"
"■ 下期戰略重點3 條,✅ 開頭,含 60-90 天目標):\n"
" 針對品類 mix、商品組合、廠商議價、會員活動等 1 季可改善的結構性議題。\n"
"■ 下下期預備佈局2 條,✅ 開頭,含 6-12 個月目標):\n"
" 針對年度大檔雙11/雙12/618、新品類進入、自有品牌、平台戰略等長期議題。\n"
"每條必須含「具體商品/品類 + 量化目標(業績 +X% / 毛利 +Y pp / 客單 +NT$Z+ 期限」。\n\n"
"【最大三大風險與防禦】2-3句\n"
"點出 3 項最大潛在風險(集中度 / 毛利下滑 / 競品價格戰 / 庫存積壓 / 廠商斷供 等),"
"對應「立即啟動」防禦動作(具體至:建立 N 天安全庫存 / 與 TOP3 簽 N 年協議)。\n\n"
"要求:每段引用至少 2 個具體數字,全文 1000~1300 字,"
"語氣為資深顧問遞交給 BU 主管/CEO 的戰略決策報告,禁用模糊用詞,要明確期限與量化。"
+ MARKET_TREND_2026
+ FORMAT_RULES
)
max_tokens = 2600
elif is_vendor:
sys_instruction = (
"你身兼 (1) 資深採購主管10 年零售/電商採購實戰經驗,精通議價、選品、"
@@ -2581,7 +2623,7 @@ def _generate_ppt_cmd(sub_type: str, sub_arg: str, _chat_id: int, target: str,
generate_daily_ppt, generate_weekly_ppt,
generate_monthly_ppt, generate_strategy_ppt,
generate_competitor_ppt, generate_promo_ppt,
generate_vendor_ppt,
generate_vendor_ppt, generate_period_review_ppt,
check_pptx_available
)
except ImportError:
@@ -3106,10 +3148,158 @@ def _generate_ppt_cmd(sub_type: str, sub_arg: str, _chat_id: int, target: str,
})
return ppt_path
elif sub_type in ('quarterly', '季報', 'half_yearly', '半年報', 'annual', '年報', 'ttm'):
# 期間回顧報告 — period_review 共用 generator
# /ppt quarterly [YYYY/Q1-4] 季報
# /ppt half_yearly [YYYY/H1-2] 半年報
# /ppt annual [YYYY] 年報
# /ppt ttm 最近 12 個月(滾動)
from datetime import datetime as _dt, timedelta as _td
import calendar as _cal
# ── 解析期間 ────────────────────────────────────────
if sub_type in ('quarterly', '季報'):
period_type = 'quarterly'
yr = int(sub_arg.split('/')[0]) if sub_arg else now.year
q = int(sub_arg.split('/Q')[1]) if sub_arg and 'Q' in sub_arg else ((now.month - 1) // 3 + 1)
start_mo, end_mo = (q - 1) * 3 + 1, q * 3
start_str = f"{yr}/{start_mo:02d}/01"
end_last = _cal.monthrange(yr, end_mo)[1]
end_str = f"{yr}/{end_mo:02d}/{end_last:02d}"
period_label = f"{yr} Q{q}"
# 上期 = 上一季
prev_q = q - 1 if q > 1 else 4
prev_yr = yr if q > 1 else yr - 1
prev_start_mo, prev_end_mo = (prev_q - 1) * 3 + 1, prev_q * 3
prev_start = f"{prev_yr}/{prev_start_mo:02d}/01"
prev_end_last = _cal.monthrange(prev_yr, prev_end_mo)[1]
prev_end = f"{prev_yr}/{prev_end_mo:02d}/{prev_end_last:02d}"
yoy_start = f"{yr-1}/{start_mo:02d}/01"
yoy_end_last = _cal.monthrange(yr-1, end_mo)[1]
yoy_end = f"{yr-1}/{end_mo:02d}/{yoy_end_last:02d}"
elif sub_type in ('half_yearly', '半年報'):
period_type = 'half_yearly'
yr = int(sub_arg.split('/')[0]) if sub_arg else now.year
h = int(sub_arg.split('/H')[1]) if sub_arg and 'H' in sub_arg else (1 if now.month <= 6 else 2)
start_mo, end_mo = (1, 6) if h == 1 else (7, 12)
start_str = f"{yr}/{start_mo:02d}/01"
end_last = _cal.monthrange(yr, end_mo)[1]
end_str = f"{yr}/{end_mo:02d}/{end_last:02d}"
period_label = f"{yr} H{h}"
prev_h = h - 1 if h > 1 else 2
prev_yr = yr if h > 1 else yr - 1
prev_start_mo, prev_end_mo = (1, 6) if prev_h == 1 else (7, 12)
prev_start = f"{prev_yr}/{prev_start_mo:02d}/01"
prev_end_last = _cal.monthrange(prev_yr, prev_end_mo)[1]
prev_end = f"{prev_yr}/{prev_end_mo:02d}/{prev_end_last:02d}"
yoy_start = f"{yr-1}/{start_mo:02d}/01"
yoy_end_last = _cal.monthrange(yr-1, end_mo)[1]
yoy_end = f"{yr-1}/{end_mo:02d}/{yoy_end_last:02d}"
elif sub_type in ('annual', '年報'):
period_type = 'annual'
yr = int(sub_arg) if sub_arg and sub_arg.isdigit() else now.year
start_str = f"{yr}/01/01"
end_str = f"{yr}/12/31"
period_label = f"{yr}"
prev_start = f"{yr-1}/01/01"
prev_end = f"{yr-1}/12/31"
yoy_start = f"{yr-2}/01/01"
yoy_end = f"{yr-2}/12/31"
else: # ttm 滾動 12 月
period_type = 'ttm'
today = now.date() if hasattr(now, 'date') else now
ttm_end = today
ttm_start = today.replace(day=1) - _td(days=365)
ttm_start = ttm_start.replace(day=1)
start_str = ttm_start.strftime('%Y/%m/%d')
end_str = ttm_end.strftime('%Y/%m/%d')
period_label = f"TTM {start_str[:7]}~{end_str[:7]}"
# 上期 TTM = 再往前 12 個月
prev_end_d = ttm_start - _td(days=1)
prev_start_d = prev_end_d.replace(day=1) - _td(days=365)
prev_start_d = prev_start_d.replace(day=1)
prev_start = prev_start_d.strftime('%Y/%m/%d')
prev_end = prev_end_d.strftime('%Y/%m/%d')
yoy_start = prev_start
yoy_end = prev_end
params = {'report_type': period_type, 'period': period_label}
cached, cached_ai = _load_cached_ppt_path_and_analysis(period_type, params)
if cached:
return cached
mcp_text = ''
if not cached_ai:
mcp_text = _fetch_mcp_context()
# 抓三段資料:本期、上期、去年同期
curr = query_period_summary(start_str, end_str)
if not curr.get('found'):
raise RuntimeError(f'{period_type} 期間 {period_label} 無資料,請確認 DB')
try:
prev = query_period_summary(prev_start, prev_end)
except Exception:
prev = {'found': False}
try:
yoy = query_period_summary(yoy_start, yoy_end)
if yoy.get('found'):
yoy['period_label'] = f"{yoy_start} ~ {yoy_end}"
except Exception:
yoy = {'found': False}
# 組 db_data
kpis = curr.get('kpis', {})
prod_breakdown = '\n'.join(
f" {i+1}. {p.get('name','')[:30]} — NT${p.get('revenue', 0):,.0f}"
for i, p in enumerate(curr.get('top_products', [])[:5])
)
cat_breakdown = '\n'.join(
f" - {c.get('cat','')}: NT${c.get('revenue', 0):,.0f}"
for c in curr.get('top_categories', [])[:5]
)
data_summary = (
f"【期間】{period_label}{period_type}\n"
f"【業績】NT${kpis.get('revenue', 0):,.0f}{kpis.get('revenue', 0)/10000:.1f}萬)\n"
f"【訂單】{kpis.get('orders', 0):,}\n"
f"【毛利率】{kpis.get('gross_margin', 0):.1f}%\n"
f"【平均客單】NT${kpis.get('avg_order', 0):,.0f}\n"
f"【商品數】{kpis.get('product_count', 0)}\n"
f"【廠商數】{kpis.get('vendor_count', 0)}\n\n"
f"【品類 TOP 5】\n{cat_breakdown}\n\n"
f"【熱銷商品 TOP 5】\n{prod_breakdown}\n\n"
f"【上期業績】NT${prev.get('kpis', {}).get('revenue', 0):,.0f}\n"
f"【去年同期業績】NT${yoy.get('kpis', {}).get('revenue', 0):,.0f}\n\n"
f"【MCP 外部市場情報】\n{mcp_text[:600] if mcp_text else '(無)'}"
)
ai_text = cached_ai or _ppt_ai_analysis(
data_summary,
f'{period_type}{period_label}'
)
if not cached_ai and _ppt_needs_fallback(ai_text):
ai_text = _ppt_fallback_insight(period_type, data_summary, mcp_text)
db_data_pr = dict(curr)
db_data_pr['prev_period'] = prev if prev.get('found') else None
db_data_pr['yoy_period'] = yoy if yoy.get('found') else None
db_data_pr['mcp'] = mcp_text
ppt_path = generate_period_review_ppt(period_type, period_label, db_data_pr, ai_text)
_store_ppt_cache(period_type, params, ppt_path, {
'report_type': period_type,
'parameters': params,
'data_summary': data_summary,
'analysis': ai_text,
'mcp': mcp_text,
})
return ppt_path
else:
raise RuntimeError(
f'不支援的簡報類型:{sub_type}'
f'支援daily / weekly / monthly / strategy / competitor / promo / vendor'
f'支援daily / weekly / monthly / quarterly / half_yearly / annual / ttm / strategy / competitor / promo / vendor'
)
@@ -4129,6 +4319,123 @@ def query_date_range(start_str: str, end_str: str) -> dict:
return {'found': False, 'range': f'{start_str}~{end_str}'}
def query_period_summary(start_date: str, end_date: str) -> dict:
"""期間業績完整摘要quarterly / half_yearly / annual / ttm 共用)
回傳:{
kpis: {revenue, orders, gross_margin, avg_order, product_count, vendor_count, days},
monthly_breakdown: [{month, revenue, orders, gross_margin}],
top_products: [...],
top_categories: [...],
top_vendors: [...],
found: bool
}
"""
try:
s = start_date.replace('/', '-')
e = end_date.replace('/', '-')
with _db().connect() as c:
row = c.execute(text("""
SELECT COUNT(DISTINCT "訂單編號"),
COALESCE(SUM(CAST("總業績" AS FLOAT)), 0),
COALESCE(SUM(CAST("總成本" AS FLOAT)), 0),
COUNT(DISTINCT "商品ID"),
COUNT(DISTINCT "廠商名稱"),
COUNT(DISTINCT "日期")
FROM realtime_sales_monthly
WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
"""), {'s': s, 'e': e}).fetchone()
# 月度聚合YYYY-MM
monthly_rows = c.execute(text("""
SELECT TO_CHAR(CAST("日期" AS DATE), 'YYYY-MM') AS ym,
SUM(CAST("總業績" AS FLOAT)) AS rev,
SUM(CAST("總成本" AS FLOAT)) AS cost,
COUNT(DISTINCT "訂單編號") AS orders
FROM realtime_sales_monthly
WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
GROUP BY ym ORDER BY ym ASC
"""), {'s': s, 'e': e}).fetchall()
# TOP 50 商品
prod_rows = c.execute(text("""
SELECT "商品ID", "商品名稱",
SUM(CAST("總業績" AS FLOAT)) AS rev,
SUM(CAST("數量" AS INTEGER)) AS qty,
COUNT(DISTINCT "訂單編號") AS orders
FROM realtime_sales_monthly
WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
GROUP BY "商品ID", "商品名稱"
ORDER BY 3 DESC LIMIT 50
"""), {'s': s, 'e': e}).fetchall()
# TOP 8 品類
cat_rows = c.execute(text("""
SELECT "商品分類L1", SUM(CAST("總業績" AS FLOAT)) AS rev
FROM realtime_sales_monthly
WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
AND "商品分類L1" IS NOT NULL AND "商品分類L1" != ''
GROUP BY "商品分類L1" ORDER BY 2 DESC LIMIT 8
"""), {'s': s, 'e': e}).fetchall()
# TOP 30 廠商
vendor_rows = c.execute(text("""
SELECT "廠商名稱",
SUM(CAST("總業績" AS FLOAT)) AS rev,
SUM(CAST("總成本" AS FLOAT)) AS cost
FROM realtime_sales_monthly
WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
AND "廠商名稱" IS NOT NULL AND "廠商名稱" != ''
GROUP BY "廠商名稱" ORDER BY 2 DESC LIMIT 30
"""), {'s': s, 'e': e}).fetchall()
if not row or row[0] == 0:
return {'found': False}
orders, revenue, cost = int(row[0]), float(row[1]), float(row[2])
gm = (revenue - cost) / revenue * 100 if revenue > 0 else 0
return {
'found': True,
'kpis': {
'revenue': revenue,
'orders': orders,
'gross_margin': gm,
'avg_order': revenue / orders if orders else 0,
'product_count': int(row[3] or 0),
'vendor_count': int(row[4] or 0),
'days': int(row[5] or 0),
},
'monthly_breakdown': [
{'month': r[0],
'revenue': float(r[1] or 0),
'gross_margin': ((float(r[1] or 0) - float(r[2] or 0)) / float(r[1] or 1) * 100)
if float(r[1] or 0) else 0,
'orders': int(r[3] or 0)}
for r in monthly_rows
],
'top_products': [
{'id': r[0], 'name': r[1], 'revenue': float(r[2]),
'qty': int(r[3] or 0), 'orders': int(r[4] or 0)}
for r in prod_rows
],
'top_categories': [
{'cat': r[0], 'revenue': float(r[1])} for r in cat_rows
],
'top_vendors': [
{'name': r[0],
'sales': float(r[1] or 0),
'profit': float(r[1] or 0) - float(r[2] or 0),
'margin': ((float(r[1] or 0) - float(r[2] or 0)) / float(r[1] or 1) * 100)
if float(r[1] or 0) else 0}
for r in vendor_rows
],
}
except Exception as e:
sys_log.error(f"[query_period_summary] {e}")
return {'found': False}
def query_available_months() -> list:
"""取得 DB 中有資料的月份清單(支援 YYYY/MM/DD 和 YYYY-MM-DD 兩種日期格式)"""
try:

View File

@@ -212,6 +212,10 @@ def _submenu_reports():
_row(('🏭 廠商業績報告', 'cmd:ppt:vendor'),
('📅 指定日期日報', 'await:date_ppt_daily')),
_row(('📅 指定月份月報', 'await:date_ppt_monthly'),),
_row(('📊 季報 (本季)', 'cmd:ppt:quarterly'),
('📊 半年報 (本半)', 'cmd:ppt:half_yearly')),
_row(('📊 年報 (本年)', 'cmd:ppt:annual'),
('📊 TTM 滾動 12 月', 'cmd:ppt:ttm')),
])

View File

@@ -52,6 +52,10 @@ TEMPLATE_VERSIONS = {
# 但路由層未綁定指令;保留版本字串避免如未來重啟時快取 schema 對不上。
'growth': 'v2.0', # DEPRECATED — 從未落地
'vendor': 'v3.1.0', # 2026-05-03 喚醒 + v3 暖紙風 + matplotlib 雙視圖 + 採購策略 SMART prompt + 集中度警示
'quarterly': 'v3.1.0', # 2026-05-03 季報period_review 共用 generator
'half_yearly': 'v3.1.0', # 2026-05-03 半年報
'annual': 'v3.1.0', # 2026-05-03 年報
'ttm': 'v3.1.0', # 2026-05-03 TTM 滾動 12 月
'bcg': 'v2.0', # DEPRECATED — 從未落地
}
@@ -2943,6 +2947,348 @@ def generate_vendor_ppt(yr, mo, db_data, ai_text: str) -> str:
return path
# ── 期間回顧報告quarterly / half_yearly / annual / ttm 共用)───────────────
def generate_period_review_ppt(period_type: str, period_label: str,
db_data: dict, ai_text: str) -> str:
"""期間回顧報告 — 一份 generator 解 4 種:
period_type: 'quarterly''2026 Q1'
'half_yearly''2026 H1'
'annual''2026'
'ttm''TTM 2025-05~2026-04'
db_data: {
kpis, monthly_breakdown, top_products, top_categories, top_vendors,
prev_period: dict (上一期同等)
yoy_period: dict (去年同期)
mcp: str
}
"""
from pptx import Presentation
from pptx.util import Cm
prs = Presentation()
prs.slide_width = Cm(33.87)
prs.slide_height = Cm(19.05)
W = 33.87
kpis = db_data.get('kpis', {}) or {}
monthly = db_data.get('monthly_breakdown', []) or []
top_cats = db_data.get('top_categories', []) or []
top_prods = db_data.get('top_products', []) or []
top_vendors = db_data.get('top_vendors', []) or []
prev_period = db_data.get('prev_period') or {}
yoy_period = db_data.get('yoy_period') or {}
mcp_text = db_data.get('mcp', '') or ''
rev = float(kpis.get('revenue', 0))
ord_ = int(kpis.get('orders', 0))
gm = float(kpis.get('gross_margin', 0))
aov = float(kpis.get('avg_order', rev / ord_ if ord_ else 0))
# 期間類型徽章
type_badges = {
'quarterly': ('季報', 'QUARTERLY REVIEW', _KPI_HONEY),
'half_yearly': ('半年報', 'HALF-YEARLY REVIEW', _KPI_MAHOGANY),
'annual': ('年報', 'ANNUAL REVIEW', _BRAND_OG2),
'ttm': ('TTM 滾動', 'TRAILING 12 MONTHS', _KPI_EARTH),
}
type_label, type_en, type_color = type_badges.get(period_type, ('期間回顧', 'PERIOD REVIEW', _BRAND_OG))
# ── P1: 封面 ─────────────────────────────────────────────
elevator = _compute_elevator_pitch(
{'revenue': rev, 'orders': ord_, 'gross_margin': gm, 'top_categories': top_cats},
prev_period.get('kpis') if prev_period else None
)
_period_review_cover_slide(prs, period_label, type_label, type_en, type_color,
rev, ord_, gm, aov, elevator)
# ── P2: 執行摘要KPI v2 + QoQ/HoH/YoY 對比帶)──────────────
s2 = prs.slides.add_slide(prs.slide_layouts[6])
_add_rect(s2, 0, 0, W, _SLIDE_H, _BG_PAPER)
_add_header(s2, f"{type_label}執行摘要 — {period_label}")
def _delta(curr_v, prev_dict, key, is_pp=False):
if not prev_dict:
return None
prev_kpis = prev_dict.get('kpis', {})
prev_v = float(prev_kpis.get(key, 0) or 0)
if not prev_v:
return None
if is_pp:
return float(curr_v) - prev_v
return (float(curr_v) - prev_v) / prev_v * 100
d_rev = _delta(rev, prev_period, 'revenue')
d_ord = _delta(ord_, prev_period, 'orders')
d_gm = _delta(gm, prev_period, 'gross_margin', is_pp=True)
d_aov = _delta(aov, prev_period, 'avg_order')
qoh_label = {
'quarterly': 'vs 上季',
'half_yearly': 'vs 上半',
'annual': 'vs 去年',
'ttm': 'vs 上期',
}.get(period_type, 'vs 上期')
kpis_v2 = [
(_KPI_CARAMEL, "期間業績", f"NT${rev/10000:.1f}", d_rev, qoh_label),
(_KPI_HONEY, "期間訂單", f"{ord_:,}", d_ord, qoh_label),
(_KPI_MAHOGANY, "毛利率", f"{gm:.1f}%", d_gm, f"{qoh_label}pp"),
(_KPI_EARTH, "平均客單", f"NT${aov:,.0f}", d_aov, qoh_label),
]
for i, (col, lbl, val, dp, dl) in enumerate(kpis_v2):
_kpi_card_v2(s2, i * 7.8 + 0.5, 1.95, 7.4, 4.5,
col, lbl, val, delta_pct=dp, delta_label=dl)
# 高階解讀區塊
_add_rect(s2, 0.5, 7.0, W - 1.0, 0.7, type_color)
_add_text(s2, f"📊 {type_label}高階營運解讀AI Generated",
1.1, 7.05, W - 1.5, 0.6, bold=True, size=13, color=_WHITE,
valign="middle", ea_font=_FONT_BODY_EA)
_add_rect(s2, 0.5, 7.7, W - 1.0, 5.8, _WHITE, line_hex=_SUBTLE)
_add_rect(s2, 0.5, 7.7, 0.4, 5.8, type_color)
# 抽取 AI 整體解讀段
summary_text = ""
capture = False
for line in (ai_text or '').split('\n'):
if any(k in line for k in ['整體業績解讀', '高階營運', '整體表現']):
capture = True
continue
if capture:
if line.strip().startswith('') and '整體' not in line:
break
if line.strip():
summary_text += line + "\n"
if len(summary_text) > 350: break
if not summary_text.strip():
for line in (ai_text or '').split('\n'):
if line.strip() and not line.startswith(''):
summary_text += line + "\n"
if len(summary_text) > 350: break
if not summary_text.strip():
summary_text = (ai_text or '')[:350] + "" if ai_text else "(暫無 AI 分析)"
_add_text(s2, summary_text.strip(),
1.2, 7.95, W - 2.0, 5.3,
size=13, color=_DARK_TEXT, wrap=True,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
# YoY 對比帶(如有)
yoy_y = 13.8
if yoy_period and yoy_period.get('kpis'):
prev_yr_rev = float(yoy_period['kpis'].get('revenue', 0) or 0)
if prev_yr_rev:
yoy = (rev - prev_yr_rev) / prev_yr_rev * 100
yoy_color = "2A7A3F" if yoy > 0 else "B5342F"
arrow = "" if yoy > 0 else ""
_add_rect(s2, 0.5, yoy_y, W - 1.0, 1.4, yoy_color)
_add_text(s2,
f"📅 YoY 同期對比:去年 {yoy_period.get('period_label', '同期')} 業績 NT${prev_yr_rev/10000:.1f}"
f" → 本期 {arrow} {abs(yoy):.1f}%",
0.7, yoy_y + 0.1, W - 1.4, 1.2,
bold=True, size=13, color=_WHITE, valign="middle",
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
_add_footer(s2, W)
# ── P3: 月度業績走勢(折線圖:本期 + 上期 + 去年同期) ────────
s3 = prs.slides.add_slide(prs.slide_layouts[6])
_add_rect(s3, 0, 0, W, _SLIDE_H, _BG_PAPER)
_add_header(s3, f"{type_label}業績走勢 — {period_label}(月度)")
if monthly:
m_dates = [m.get('month', '') for m in monthly]
m_revs = [float(m.get('revenue', 0)) for m in monthly]
prev_revs = None
if prev_period and prev_period.get('monthly_breakdown'):
prev_revs = [float(m.get('revenue', 0))
for m in prev_period['monthly_breakdown']]
chart_w = W - 0.8
chart_h = 11.0
buf = _mpl_line_chart_png(
m_dates, m_revs, prev_vals=prev_revs,
total_width_cm=chart_w, total_height_cm=chart_h,
title=f"月度業績走勢({type_label} {period_label}",
curr_label="本期", prev_label="上期"
)
if buf:
_add_image_from_buf(s3, buf, 0.4, 1.95, chart_w, chart_h)
# 底部 4 卡:合計 / 月均 / 最高月 / 最低月
if m_revs:
avg_m = sum(m_revs) / len(m_revs)
max_m, min_m = max(m_revs), min(m_revs)
ins_y = 13.3
ins_h = 2.4
card_w = (W - 1.0 - 0.3 * 3) / 4
cards = [
(_BRAND_OG, "📊 期間合計", f"NT${sum(m_revs)/10000:.1f}", f"{len(m_revs)} 個月"),
(_KPI_HONEY, "📈 月均業績", f"NT${avg_m/10000:.1f}", "月平均"),
(_KPI_MAHOGANY, "🏆 最高月", f"NT${max_m/10000:.1f}",
m_dates[m_revs.index(max_m)] if m_revs else ""),
(_KPI_EARTH, "📉 最低月", f"NT${min_m/10000:.1f}",
m_dates[m_revs.index(min_m)] if m_revs else ""),
]
for i, (col, lbl, val, sub) in enumerate(cards):
cx = 0.5 + i * (card_w + 0.3)
_add_rect(s3, cx, ins_y, card_w, ins_h, col)
_add_rect(s3, cx, ins_y, 0.15, ins_h, "FFFFFF")
_add_text(s3, lbl, cx + 0.3, ins_y + 0.2, card_w - 0.5, 0.5,
size=10, color="FAF7F0",
ea_font=_FONT_BODY_EA, latin_font=_FONT_LABEL)
_add_text(s3, val, cx + 0.2, ins_y + 0.75, card_w - 0.4, 0.95,
bold=True, size=18, color="FFFFFF", align="center", valign="middle",
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
_add_text(s3, sub, cx + 0.2, ins_y + 1.75, card_w - 0.4, 0.55,
size=9, color="FAF7F0", align="center",
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
else:
_add_empty_state(s3, "無月度業績資料",
"請確認該期間是否已有銷售資料。", W)
_add_footer(s3, W)
# ── P4: 品類分析(橫條 + 帕雷托)────────────────────────────
if top_cats:
s4 = prs.slides.add_slide(prs.slide_layouts[6])
_add_rect(s4, 0, 0, W, _SLIDE_H, _BG_PAPER)
_add_header(s4, f"{type_label}品類業績結構分析 — {period_label}")
cats_disp = [c.get('cat', '')[:14] for c in top_cats[:8]]
revs_cats = [float(c.get('revenue', 0)) for c in top_cats[:8]]
chart_w_left = W * 0.5 - 0.4
chart_h = 12.5
buf1 = _mpl_horiz_bar_png(cats_disp, revs_cats,
total_width_cm=chart_w_left,
total_height_cm=chart_h,
value_unit="",
title="① 業績排行(焦糖橘=TOP3",
highlight_top_n=3)
if buf1:
_add_image_from_buf(s4, buf1, 0.4, 1.95, chart_w_left, chart_h)
chart_w_right = W * 0.5 - 0.4
rx = W * 0.5 + 0.0
buf2 = _mpl_pareto_chart_png(cats_disp, revs_cats,
total_width_cm=chart_w_right,
total_height_cm=chart_h,
title="② 帕雷托累計貢獻80% 主力線)")
if buf2:
_add_image_from_buf(s4, buf2, rx, 1.95, chart_w_right, chart_h)
_add_footer(s4, W)
# ── P5-P7: TOP 50 商品(自動分頁)──────────────────────────
_product_table_slide(prs, f"{type_label}熱銷商品 TOP 50 — {period_label}",
top_prods, max_items=50)
# ── P8: TOP 30 廠商 ────────────────────────────────────────
if top_vendors:
_vendor_table_slide(prs, top_vendors[:30], period_label, {},
sum(float(v.get('sales', 0)) for v in top_vendors), max_items=30)
# ── P9: MCP 市場情報 ──────────────────────────────────────
_mcp_intel_slide(prs, mcp_text)
# ── P10: AI 結構化洞察 ─────────────────────────────────────
_ai_insight_slide(prs, ai_text)
# ── P11: 附錄 ─────────────────────────────────────────────
_appendix_slide(prs, period_type, period_label)
path = _new_path(period_type)
prs.save(path)
return path
def _period_review_cover_slide(prs, period_label, type_label, type_en, type_color,
rev, ord_, gm, aov, elevator):
"""期間回顧封面 — 含期間類型徽章"""
slide = prs.slides.add_slide(prs.slide_layouts[6])
W = 33.87
H = 19.05
_add_rect(slide, 0, 0, W, H, _BG_PAPER)
_add_rect(slide, 0, 0, 3.0, H, type_color)
_add_rect(slide, 2.85, 0, 0.15, H, _BRAND_OG2)
_add_rect(slide, W - 6.0, 0, 6.0, 0.45, _BRAND_OG2)
_add_rect(slide, W - 6.0, 0.45, 6.0, 0.12, type_color)
_add_rect(slide, 4.0, 8.4, 22.0, 0.06, type_color)
_add_rect(slide, 3.8, 1.4, 4.8, 0.85, _BRAND_OG2)
_add_text(slide, "OPENCLAW", 3.8, 1.42, 4.8, 0.81,
bold=True, size=12, color=_WHITE, align="center", valign="middle",
latin_font=_FONT_LABEL)
_add_text(slide, f"{type_en} · AI INSIGHT",
3.8, 2.45, 22, 0.55,
bold=True, size=10, color=_BRAND_OG2,
latin_font=_FONT_LABEL)
_add_text(slide, f"{type_label}\n{period_label}",
3.8, 3.2, 25, 5.0,
bold=True, size=44, color=_DARK_TEXT,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
status_color = elevator.get('status_color', _SUBTEXT)
_add_rect(slide, W - 9.0, 3.4, 5.0, 1.1, status_color)
_add_text(slide, f"業績狀態:{elevator.get('status', '')}",
W - 9.0, 3.45, 5.0, 1.0,
bold=True, size=14, color=_WHITE, align="center", valign="middle",
ea_font=_FONT_BODY_EA)
_add_text(slide,
f"業績 NT${rev:,.0f}{rev/10000:.1f}萬) · 訂單 {ord_:,}"
f" · 毛利率 {gm:.1f}% · 客單 NT${aov:,.0f}",
3.8, 8.7, 27, 0.85,
bold=True, size=14, color=_BRAND_OG2,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
pitch_y = 10.2
pitch_h = 1.5
pitch_w = 27.0
_add_rect(slide, 3.8, pitch_y, 0.45, pitch_h, "2A7A3F")
_add_text(slide, "★ 最大亮點", 4.4, pitch_y + 0.1, pitch_w - 0.7, 0.55,
bold=True, size=11, color="2A7A3F",
ea_font=_FONT_BODY_EA, latin_font=_FONT_LABEL)
_add_text(slide, elevator.get('highlight') or "",
4.4, pitch_y + 0.7, pitch_w - 0.7, 0.75,
size=12, color=_DARK_TEXT,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
pitch_y2 = pitch_y + pitch_h + 0.4
_add_rect(slide, 3.8, pitch_y2, 0.45, pitch_h, "B5342F")
_add_text(slide, "⚠ 最大警訊", 4.4, pitch_y2 + 0.1, pitch_w - 0.7, 0.55,
bold=True, size=11, color="B5342F",
ea_font=_FONT_BODY_EA, latin_font=_FONT_LABEL)
_add_text(slide, elevator.get('warning') or "",
4.4, pitch_y2 + 0.7, pitch_w - 0.7, 0.75,
size=12, color=_DARK_TEXT,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
pitch_y3 = pitch_y2 + pitch_h + 0.4
mom_rev = elevator.get('mom_rev')
if mom_rev is not None:
delta_color = "2A7A3F" if mom_rev > 0 else "B5342F"
arrow = "" if mom_rev > 0 else ""
_add_rect(slide, 3.8, pitch_y3, 0.45, pitch_h, delta_color)
_add_text(slide, "📈 期間動能", 4.4, pitch_y3 + 0.1, pitch_w - 0.7, 0.55,
bold=True, size=11, color=delta_color,
ea_font=_FONT_BODY_EA, latin_font=_FONT_LABEL)
_add_text(slide,
f"vs 上期:業績 {arrow} {abs(mom_rev):.1f}%",
4.4, pitch_y3 + 0.7, pitch_w - 0.7, 0.75,
size=12, color=_DARK_TEXT,
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
_add_text(slide, "Generated by OpenClaw AI Agent",
W - 7.5, H - 1.4, 7.0, 0.5,
size=9, color=_SUBTEXT, align="right",
latin_font=_FONT_LABEL)
_add_text(slide, f"📅 {datetime.now().strftime('%Y/%m/%d %H:%M')}",
W - 7.5, H - 1.95, 7.0, 0.5,
bold=True, size=11, color=_BRAND_OG2, align="right",
latin_font=_FONT_DISPLAY, ea_font=_FONT_BODY_EA)
_add_footer(slide, W)
return slide
def _vendor_cover_slide(prs, period_lbl, vcount, total_sales, total_profit,
avg_margin, pareto_n, risk_label, risk_color):
"""廠商報告封面 — 含集中度警示徽章"""