feat(ppt): period_review unified generator for quarterly/half/annual/ttm
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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:
@@ -1884,6 +1884,7 @@ def _ppt_ai_analysis(prompt_data: str, report_type: str = '') -> str:
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is_competitor = '競品' in report_type
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is_promo = '促銷' in report_type
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is_vendor = '廠商' in report_type
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is_period = any(k in report_type for k in ('quarterly', 'half_yearly', 'annual', 'ttm', '季報', '半年報', '年報'))
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# ── 格式鐵律(所有 prompt 共用後綴)────────────────────────
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FORMAT_RULES = (
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@@ -2041,6 +2042,47 @@ def _ppt_ai_analysis(prompt_data: str, report_type: str = '') -> str:
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+ FORMAT_RULES
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)
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max_tokens = 1400
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elif is_period:
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sys_instruction = (
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"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)"
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"(2) momo BU 主管(決策季度/半年/年度資源分配)"
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"(3) CFO 觀點(看 P&L 結構、毛利歸因、預算 vs 實際)。\n"
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"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"
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"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"
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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"
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"【期間整體解讀】(4-5句)\n"
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"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);"
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"與上期 / 去年同期分別作 △% 比較;指出最關鍵亮點與最大警訊;"
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"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"
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"【市場趨勢與本期對位】(3-4句)\n"
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"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,"
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"對比歷史拉動幅度(如雙11 +50~80%、618 +30~50%);"
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"點出本期是否充分捕捉市場紅利或錯失機會。\n\n"
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"【月度走勢分析】(3-4句)\n"
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"解讀月度業績曲線:高點月成因(檔期/活動/季節)、低點月成因;"
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"識別連續 2 個月以上的趨勢(持續上升/下降/震盪);"
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"QoQ / HoH / YoY 的成長動能差異。\n\n"
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"【品類與商品結構洞察】(3-4句)\n"
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"TOP3 主力品類佔比與健康度(前一品類 >60% 為集中度過高);"
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"新進榜商品 vs 跌出榜商品的比例與業績規模;"
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"毛利結構(高毛利品類 vs 低毛利品類)的 mix 健康度。\n\n"
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"【行動建議 — 戰略級 SMART】\n"
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"■ 下期立即啟動(3 條,✅ 開頭,含期限):\n"
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" 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"
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"■ 下期戰略重點(3 條,✅ 開頭,含 60-90 天目標):\n"
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" 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"
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"■ 下下期預備佈局(2 條,✅ 開頭,含 6-12 個月目標):\n"
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" 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"
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"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"
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"【最大三大風險與防禦】(2-3句)\n"
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"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),"
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"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"
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"要求:每段引用至少 2 個具體數字,全文 1000~1300 字,"
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"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。"
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+ MARKET_TREND_2026
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+ FORMAT_RULES
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)
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max_tokens = 2600
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elif is_vendor:
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sys_instruction = (
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"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、"
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@@ -2581,7 +2623,7 @@ def _generate_ppt_cmd(sub_type: str, sub_arg: str, _chat_id: int, target: str,
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generate_daily_ppt, generate_weekly_ppt,
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generate_monthly_ppt, generate_strategy_ppt,
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generate_competitor_ppt, generate_promo_ppt,
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generate_vendor_ppt,
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generate_vendor_ppt, generate_period_review_ppt,
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check_pptx_available
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)
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except ImportError:
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@@ -3106,10 +3148,158 @@ def _generate_ppt_cmd(sub_type: str, sub_arg: str, _chat_id: int, target: str,
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})
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return ppt_path
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elif sub_type in ('quarterly', '季報', 'half_yearly', '半年報', 'annual', '年報', 'ttm'):
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# 期間回顧報告 — period_review 共用 generator
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# /ppt quarterly [YYYY/Q1-4] 季報
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# /ppt half_yearly [YYYY/H1-2] 半年報
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# /ppt annual [YYYY] 年報
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# /ppt ttm 最近 12 個月(滾動)
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from datetime import datetime as _dt, timedelta as _td
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import calendar as _cal
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# ── 解析期間 ────────────────────────────────────────
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if sub_type in ('quarterly', '季報'):
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period_type = 'quarterly'
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yr = int(sub_arg.split('/')[0]) if sub_arg else now.year
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q = int(sub_arg.split('/Q')[1]) if sub_arg and 'Q' in sub_arg else ((now.month - 1) // 3 + 1)
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start_mo, end_mo = (q - 1) * 3 + 1, q * 3
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start_str = f"{yr}/{start_mo:02d}/01"
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end_last = _cal.monthrange(yr, end_mo)[1]
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end_str = f"{yr}/{end_mo:02d}/{end_last:02d}"
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period_label = f"{yr} Q{q}"
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# 上期 = 上一季
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prev_q = q - 1 if q > 1 else 4
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prev_yr = yr if q > 1 else yr - 1
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prev_start_mo, prev_end_mo = (prev_q - 1) * 3 + 1, prev_q * 3
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prev_start = f"{prev_yr}/{prev_start_mo:02d}/01"
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prev_end_last = _cal.monthrange(prev_yr, prev_end_mo)[1]
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prev_end = f"{prev_yr}/{prev_end_mo:02d}/{prev_end_last:02d}"
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yoy_start = f"{yr-1}/{start_mo:02d}/01"
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yoy_end_last = _cal.monthrange(yr-1, end_mo)[1]
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yoy_end = f"{yr-1}/{end_mo:02d}/{yoy_end_last:02d}"
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elif sub_type in ('half_yearly', '半年報'):
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period_type = 'half_yearly'
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yr = int(sub_arg.split('/')[0]) if sub_arg else now.year
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h = int(sub_arg.split('/H')[1]) if sub_arg and 'H' in sub_arg else (1 if now.month <= 6 else 2)
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start_mo, end_mo = (1, 6) if h == 1 else (7, 12)
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start_str = f"{yr}/{start_mo:02d}/01"
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end_last = _cal.monthrange(yr, end_mo)[1]
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end_str = f"{yr}/{end_mo:02d}/{end_last:02d}"
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period_label = f"{yr} H{h}"
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prev_h = h - 1 if h > 1 else 2
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prev_yr = yr if h > 1 else yr - 1
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prev_start_mo, prev_end_mo = (1, 6) if prev_h == 1 else (7, 12)
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prev_start = f"{prev_yr}/{prev_start_mo:02d}/01"
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prev_end_last = _cal.monthrange(prev_yr, prev_end_mo)[1]
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prev_end = f"{prev_yr}/{prev_end_mo:02d}/{prev_end_last:02d}"
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yoy_start = f"{yr-1}/{start_mo:02d}/01"
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yoy_end_last = _cal.monthrange(yr-1, end_mo)[1]
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yoy_end = f"{yr-1}/{end_mo:02d}/{yoy_end_last:02d}"
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elif sub_type in ('annual', '年報'):
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period_type = 'annual'
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yr = int(sub_arg) if sub_arg and sub_arg.isdigit() else now.year
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start_str = f"{yr}/01/01"
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end_str = f"{yr}/12/31"
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period_label = f"{yr}"
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prev_start = f"{yr-1}/01/01"
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prev_end = f"{yr-1}/12/31"
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yoy_start = f"{yr-2}/01/01"
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yoy_end = f"{yr-2}/12/31"
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else: # ttm 滾動 12 月
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period_type = 'ttm'
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today = now.date() if hasattr(now, 'date') else now
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ttm_end = today
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ttm_start = today.replace(day=1) - _td(days=365)
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ttm_start = ttm_start.replace(day=1)
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start_str = ttm_start.strftime('%Y/%m/%d')
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end_str = ttm_end.strftime('%Y/%m/%d')
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period_label = f"TTM {start_str[:7]}~{end_str[:7]}"
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# 上期 TTM = 再往前 12 個月
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prev_end_d = ttm_start - _td(days=1)
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prev_start_d = prev_end_d.replace(day=1) - _td(days=365)
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prev_start_d = prev_start_d.replace(day=1)
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prev_start = prev_start_d.strftime('%Y/%m/%d')
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prev_end = prev_end_d.strftime('%Y/%m/%d')
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yoy_start = prev_start
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yoy_end = prev_end
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params = {'report_type': period_type, 'period': period_label}
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cached, cached_ai = _load_cached_ppt_path_and_analysis(period_type, params)
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if cached:
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return cached
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mcp_text = ''
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if not cached_ai:
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mcp_text = _fetch_mcp_context()
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# 抓三段資料:本期、上期、去年同期
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curr = query_period_summary(start_str, end_str)
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if not curr.get('found'):
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raise RuntimeError(f'{period_type} 期間 {period_label} 無資料,請確認 DB')
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try:
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prev = query_period_summary(prev_start, prev_end)
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except Exception:
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prev = {'found': False}
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try:
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yoy = query_period_summary(yoy_start, yoy_end)
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if yoy.get('found'):
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yoy['period_label'] = f"{yoy_start} ~ {yoy_end}"
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except Exception:
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yoy = {'found': False}
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# 組 db_data
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kpis = curr.get('kpis', {})
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prod_breakdown = '\n'.join(
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f" {i+1}. {p.get('name','')[:30]} — NT${p.get('revenue', 0):,.0f}"
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for i, p in enumerate(curr.get('top_products', [])[:5])
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)
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cat_breakdown = '\n'.join(
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f" - {c.get('cat','')}: NT${c.get('revenue', 0):,.0f}"
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for c in curr.get('top_categories', [])[:5]
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)
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data_summary = (
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f"【期間】{period_label}({period_type})\n"
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f"【業績】NT${kpis.get('revenue', 0):,.0f}({kpis.get('revenue', 0)/10000:.1f}萬)\n"
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f"【訂單】{kpis.get('orders', 0):,} 筆\n"
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f"【毛利率】{kpis.get('gross_margin', 0):.1f}%\n"
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f"【平均客單】NT${kpis.get('avg_order', 0):,.0f}\n"
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f"【商品數】{kpis.get('product_count', 0)}\n"
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f"【廠商數】{kpis.get('vendor_count', 0)}\n\n"
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f"【品類 TOP 5】\n{cat_breakdown}\n\n"
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f"【熱銷商品 TOP 5】\n{prod_breakdown}\n\n"
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f"【上期業績】NT${prev.get('kpis', {}).get('revenue', 0):,.0f}\n"
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f"【去年同期業績】NT${yoy.get('kpis', {}).get('revenue', 0):,.0f}\n\n"
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f"【MCP 外部市場情報】\n{mcp_text[:600] if mcp_text else '(無)'}"
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)
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ai_text = cached_ai or _ppt_ai_analysis(
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data_summary,
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f'{period_type}({period_label})'
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)
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if not cached_ai and _ppt_needs_fallback(ai_text):
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ai_text = _ppt_fallback_insight(period_type, data_summary, mcp_text)
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db_data_pr = dict(curr)
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db_data_pr['prev_period'] = prev if prev.get('found') else None
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db_data_pr['yoy_period'] = yoy if yoy.get('found') else None
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db_data_pr['mcp'] = mcp_text
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ppt_path = generate_period_review_ppt(period_type, period_label, db_data_pr, ai_text)
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_store_ppt_cache(period_type, params, ppt_path, {
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'report_type': period_type,
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'parameters': params,
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'data_summary': data_summary,
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'analysis': ai_text,
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'mcp': mcp_text,
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})
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return ppt_path
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else:
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raise RuntimeError(
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f'不支援的簡報類型:{sub_type}'
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f'(支援:daily / weekly / monthly / strategy / competitor / promo / vendor)'
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f'(支援:daily / weekly / monthly / quarterly / half_yearly / annual / ttm / strategy / competitor / promo / vendor)'
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)
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@@ -4129,6 +4319,123 @@ def query_date_range(start_str: str, end_str: str) -> dict:
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return {'found': False, 'range': f'{start_str}~{end_str}'}
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def query_period_summary(start_date: str, end_date: str) -> dict:
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"""期間業績完整摘要(quarterly / half_yearly / annual / ttm 共用)
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回傳:{
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kpis: {revenue, orders, gross_margin, avg_order, product_count, vendor_count, days},
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monthly_breakdown: [{month, revenue, orders, gross_margin}],
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top_products: [...],
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top_categories: [...],
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top_vendors: [...],
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found: bool
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}
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"""
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try:
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s = start_date.replace('/', '-')
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e = end_date.replace('/', '-')
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with _db().connect() as c:
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row = c.execute(text("""
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SELECT COUNT(DISTINCT "訂單編號"),
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COALESCE(SUM(CAST("總業績" AS FLOAT)), 0),
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COALESCE(SUM(CAST("總成本" AS FLOAT)), 0),
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COUNT(DISTINCT "商品ID"),
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COUNT(DISTINCT "廠商名稱"),
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COUNT(DISTINCT "日期")
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FROM realtime_sales_monthly
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WHERE CAST("日期" AS DATE) BETWEEN CAST(:s AS DATE) AND CAST(:e AS DATE)
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"""), {'s': s, 'e': e}).fetchone()
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# 月度聚合(YYYY-MM)
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monthly_rows = c.execute(text("""
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SELECT TO_CHAR(CAST("日期" AS DATE), 'YYYY-MM') AS ym,
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||||
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:
|
||||
|
||||
@@ -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')),
|
||||
])
|
||||
|
||||
|
||||
|
||||
@@ -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}萬", d_rev, qoh_label),
|
||||
(_KPI_HONEY, "期間訂單", f"{ord_:,} 筆", 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}萬"
|
||||
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${sum(m_revs)/10000:.1f}萬", f"{len(m_revs)} 個月"),
|
||||
(_KPI_HONEY, "📈 月均業績", f"NT${avg_m/10000:.1f}萬", "月平均"),
|
||||
(_KPI_MAHOGANY, "🏆 最高月", f"NT${max_m/10000:.1f}萬",
|
||||
m_dates[m_revs.index(max_m)] if m_revs else "—"),
|
||||
(_KPI_EARTH, "📉 最低月", f"NT${min_m/10000:.1f}萬",
|
||||
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="萬",
|
||||
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${rev:,.0f}({rev/10000:.1f}萬) · 訂單 {ord_:,} 筆"
|
||||
f" · 毛利率 {gm:.1f}% · 客單 NT${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"""
|
||||
|
||||
Reference in New Issue
Block a user