blueming3andClaude Opus 5.5
012475ff71
Sync from SW-ads-global: six benchmark accounts through 89109-1 (2026-09-30), playbook and watch.py thresholds updated to match. Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
357 lines
18 KiB
Python
357 lines
18 KiB
Python
"""One watch round for a freshly launched Minis account. Prints the alerts, then one status line.
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python3 watch.py --account <external_account_id> --start "2026-09-29 10:08" --dir ~/minis-watch/88794-9
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Everything it concludes is a suggestion; it never writes to the platform. State, the per-round
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timeline and the milestone events live in --dir, so the same directory must be passed every round.
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Thresholds come from references/playbook.md; keep the two in step.
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"""
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import argparse
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import datetime
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import json
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import os
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import re
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import sys
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import time
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from collections import Counter
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sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
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import swads_mcp as mcp # noqa: E402
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ap = argparse.ArgumentParser()
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ap.add_argument("--account", required=True)
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ap.add_argument("--start", required=True, help="actual enable time, account timezone, 'YYYY-MM-DD HH:MM'")
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ap.add_argument("--dir", required=True)
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ap.add_argument("--prefix", default="SW-ADS-")
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ap.add_argument("--sync-every", type=int, default=3, help="sync platform status every N rounds")
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a = ap.parse_args()
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A = a.account
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D = os.path.expanduser(a.dir)
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os.makedirs(D, exist_ok=True)
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SF, TL, EV = f"{D}/state.json", f"{D}/timeline.jsonl", f"{D}/events.jsonl"
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st = json.load(open(SF)) if os.path.exists(SF) else {}
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rep = st.setdefault("reported", {})
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lc = st.setdefault("lc", {})
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def f(x):
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try:
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return float(x)
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except (TypeError, ValueError):
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return 0.0
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def short(name):
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s = re.sub(r"^" + re.escape(a.prefix) + r"[^-]+-", "", name)
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return re.sub(r"(-图文)?-\d{8}$", "", s)
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def rows(res):
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cols = [c if isinstance(c, str) else c.get("name") for c in res.get("columns") or []]
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return [r if isinstance(r, dict) else dict(zip(cols, r)) for r in res.get("rows") or []]
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# ---- clock: the account's reporting timezone, not the machine's ----
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ctx = mcp.call("campaign_list", {"external_account_id": A, "page_size": 100})
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acct = ctx.get("account_context") or {}
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TZ = datetime.timezone(datetime.timedelta(minutes=int(acct.get("reporting_utc_offset_minutes", 480))))
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now = datetime.datetime.now(TZ)
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START = datetime.datetime.strptime(a.start, "%Y-%m-%d %H:%M").replace(tzinfo=TZ)
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hours_in = (now - START).total_seconds() / 3600
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today = now.strftime("%Y-%m-%d")
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def event(kind, text, t=None):
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open(EV, "a").write(json.dumps({"t": t or now.strftime("%Y-%m-%d %H:%M"), "kind": kind, "text": text}, ensure_ascii=False) + "\n")
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if not lc.get("started"):
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lc["started"] = True
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event("开投", f"账户 {A} 开投", t=START.strftime("%Y-%m-%d %H:%M"))
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camps = {c["campaign_name"]: c for c in ctx["items"]
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if c["campaign_name"].startswith(a.prefix) and c.get("operation_status") == "ENABLE"}
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# ---- ad labels: 剧名 Ad N(图文/视频), keyed by every remote id the workspace knows ----
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admap, workspaces = {}, {}
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for name, c in camps.items():
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w = mcp.call("campaign_workspace", {"campaign_id": c["campaign_id"], "external_account_id": A})
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workspaces[name] = w
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for ad in w["groups"][0]["ads"]:
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kind = "视频" if any(v.get("variant_kind") == "video" for v in ad["creative_variants"]) else "图文"
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label = f"{short(name)} {' '.join(ad['ad_name'].split(' ')[-2:])}({kind})"
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p = ad.get("payload") or {}
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for rid in (ad.get("remote_id"), p.get("smart_plus_ad_id"), p.get("external_ad_id"), p.get("ad_id")):
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if rid:
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admap[str(rid)] = (label, name)
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# ---- today's per-ad numbers (synced; can lag 10-60 min) ----
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q = mcp.call("metrics_semantic_query", {"external_account_id": A, "query": {
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"query_kind": "ad_breakdown", "metrics": ["spend", "impressions", "clicks", "d0_ad_revenue"],
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"dimensions": ["external_campaign_name", "external_ad_name", "external_ad_id"],
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"window": "today", "exclude_zero_spend": True, "order_by_metric": "spend"}})
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fr = [x.get("freshness") for x in q["query_meta"].get("attribution_resolutions", []) if x.get("freshness")]
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fresh_iso = fr[0] if fr else None
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fresh = datetime.datetime.fromisoformat(fresh_iso.replace("Z", "+00:00")).astimezone(TZ).strftime("%H:%M") if fresh_iso else "?"
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ads, agg = [], {}
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for r in rows(q):
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name = r.get("external_campaign_name")
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if name not in camps:
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continue
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sp, rv = f(r.get("spend")), f(r.get("d0_ad_revenue"))
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im, cl = f(r.get("impressions")), f(r.get("clicks"))
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ad = str(r.get("external_ad_id"))
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label = admap.get(ad, (short(name) + ' ' + ' '.join((r.get('external_ad_name') or ad).split(' ')[-2:]), name))[0]
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ads.append(dict(camp=name, ad=ad, label=label, sp=sp, rv=rv, ctr=cl / im * 100 if im else 0.0, ro=rv / sp if sp else 0.0))
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g = agg.setdefault(name, [0.0, 0.0])
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g[0] += sp
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g[1] += rv
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tsp, trv = sum(v[0] for v in agg.values()), sum(v[1] for v in agg.values())
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cum = trv / tsp if tsp else 0.0
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# ---- direct TikTok hourly numbers: the truth when the synced numbers lag ----
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hourly = mcp.call("runtime_hourly_metrics", {"external_account_id": A})
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hsum = {}
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for r in hourly.get("rows") or []:
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x = hsum.setdefault(int(r["hour"]), [0.0, 0.0, 0.0])
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x[0] += f(r.get("spend")); x[1] += f(r.get("ad_revenue_d0")); x[2] += f(r.get("impressions"))
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h_total = sum(v[0] for v in hsum.values())
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alerts, H = [], []
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def once(key, sp, ro):
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"""Report the first time; again only if spend doubled or ROAS fell another 0.1."""
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p = rep.get(key)
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if p is None or sp >= 2 * p["sp"] or ro <= p["ro"] - 0.1:
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rep[key] = {"sp": sp, "ro": ro}
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return True
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return False
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def line(x):
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return f"{x['label']} [{x['ad']}] 消耗 {x['sp']:.2f} 回收 {x['rv']:.2f} ROAS {x['ro']:.2f} CTR {x['ctr']:.1f}%"
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# ---- 30-minute window from our own snapshots (same day only) ----
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snaps = []
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if os.path.exists(TL):
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snaps = [json.loads(l) for l in open(TL) if l.strip()]
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snaps = [s for s in snaps if s["t"][:10] == today]
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older = [s for s in snaps if datetime.datetime.strptime(s["t"], "%Y-%m-%d %H:%M").replace(tzinfo=TZ) <= now - datetime.timedelta(minutes=30)]
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w30, ad_w30 = None, {}
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if older:
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b = older[-1]
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bs = sum(v[0] for v in b["camps"].values()); br = sum(v[1] for v in b["camps"].values())
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if tsp - bs > 0.5:
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w30 = (tsp - bs, trv - br, (trv - br) / (tsp - bs))
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prev_ads = {x[1]: x for x in b.get("ads", [])}
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for x in ads:
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p = prev_ads.get(x["ad"])
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ds = x["sp"] - (p[2] if p else 0); dr = x["rv"] - (p[3] if p else 0)
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if ds > 0.5:
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ad_w30[x["ad"]] = (ds, dr, dr / ds)
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# ---- rule: campaign below 0.8 (look inside, name the losing main ads by ROAS) ----
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by_camp = {}
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for x in ads:
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by_camp.setdefault(x["camp"], []).append(x)
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for name, (sp, rv) in sorted(agg.items(), key=lambda kv: -kv[1][0]):
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ro = rv / sp if sp else 0.0
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cid = camps[name]["external_campaign_id"]
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if sp >= 1 and ro < 0.8 and once(f"camp08|{cid}", sp, ro):
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msg = f"计划低效预警 {short(name)}({cid}):今天消耗 {sp:.2f} 回收 {rv:.2f} ROAS {ro:.2f}"
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small = sp < 5 or hours_in < 3
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if small:
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msg += "\n 样本小或仍在前 3 小时:多数会自己回来,先等"
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for x in sorted(by_camp.get(name, []), key=lambda x: -x["sp"])[:4]:
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if x["sp"] >= 1:
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msg += f"\n {line(x)}"
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alerts.append(msg)
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# ---- rule: losing ad — judged on ROAS, not CTR (88794-9: CTR 20%+ everywhere, still losing) ----
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for x in ads:
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w = ad_w30.get(x["ad"])
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if x["sp"] >= 10 and x["ro"] < 0.8 and (w is None or w[2] < 0.8) and once(f"adloss|{x['ad']}", x["sp"], x["ro"]):
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wtxt = f",最近 30 分钟 {w[0]:.2f}/{w[1]:.2f} = {w[2]:.2f}" if w else ""
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alerts.append(f"亏损广告 {line(x)}{wtxt} → 建议关这条")
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# ---- rule: decay — a main ad that had CTR >= 25% falls below ----
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hi = st.setdefault("ctr_hi", {})
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for x in ads:
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if x["sp"] >= 1 and x["ctr"] >= 25:
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hi[x["ad"]] = True
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elif hi.get(x["ad"]) and x["sp"] >= 1 and x["ctr"] < 25 and f"decay|{x['ad']}" not in rep:
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rep[f"decay|{x['ad']}"] = {"sp": x["sp"], "ro": x["ro"]}
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alerts.append(f"衰退观察 {line(x)}(之前 CTR ≥ 25%)")
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# ---- rule: earned then losing, two 10-minute windows in a row ----
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peak = st.setdefault("peak", {}); streak = st.setdefault("loss_streak", {})
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prev = st.get("snap")
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for name, (sp, rv) in agg.items():
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if sp >= 1:
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peak[name] = max(peak.get(name, 0.0), rv / sp)
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if prev and prev.get("fresh") != fresh_iso and prev.get("day") == today:
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for name, (sp, rv) in agg.items():
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psp, prv = prev["camps"].get(name, [0.0, 0.0])
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ds, dr = sp - psp, rv - prv
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losing = ds >= 1 and dr < ds
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streak[name] = streak.get(name, 0) + 1 if losing else 0
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if losing and peak.get(name, 0) > 1 and streak[name] >= 2 and f"slide|{name}|{now:%H}" not in rep:
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rep[f"slide|{name}|{now:%H}"] = {"sp": sp, "ro": 0}
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alerts.append(f"先赚后亏 {short(name)}({camps[name]['external_campaign_id']}):最近 10 分钟 {ds:.2f}/{dr:.2f},连续 {streak[name]} 个窗口亏;今天 {sp:.2f} ROAS {rv / sp:.2f},峰值 {peak[name]:.2f} → 建议关这个计划")
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st["snap"] = {"fresh": fresh_iso, "day": today, "camps": {n: v for n, v in agg.items()}}
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# ---- lifecycle clock: stages follow this account's own ramp, not the wall clock (operator 2026-09-30) ----
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ramp = [h for h in sorted(hsum) if hsum[h][0] >= 20 and h < now.hour]
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since_ramp = (now.hour + now.minute / 60 - ramp[0]) if ramp else None # hours since the first >= 20 USD hour began
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# ---- rule: budget 80% / 95% while profitable; say whether adding still makes sense ----
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for name, (sp, rv) in agg.items():
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c = camps[name]; bud = f(c.get("budget")); ro = rv / sp if sp else 0.0
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if ro > 1 and bud:
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for pct in (95, 80):
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if sp >= bud * pct / 100:
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key = f"budget{pct}|{c['external_campaign_id']}|{bud}"
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if key not in rep:
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rep[key] = {"sp": sp, "ro": ro}
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late = since_ramp is not None and since_ramp >= 5
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hint = "起量已满 5 小时,手册建议不加" if late else ("ROAS > 1.3,可以加" if ro > 1.3 else "ROAS 不到 1.3,加不加看你")
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alerts.append(f"预算快用完 {short(name)}:今天 {sp:.0f}/{bud:.0f}({sp / bud * 100:.0f}%)ROAS {ro:.2f} → {hint}")
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break
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# ---- judgement: first full hours after the account starts spending ----
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if ramp and "judge" not in lc:
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h0 = ramp[0]; r0 = hsum[h0][1] / hsum[h0][0]
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verdict = "好户" if r0 >= 1.2 else ("观察" if r0 >= 0.9 else "差户信号")
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lc["judge"] = {"hour": h0, "roas": round(r0, 2), "verdict": verdict}
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event("判断", f"起量后第一个整点 {h0} 点:消耗 {hsum[h0][0]:.2f} ROAS {r0:.2f} → {verdict}")
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alerts.append(f"起量判断 {h0} 点这一小时消耗 {hsum[h0][0]:.2f} ROAS {r0:.2f} → {verdict}(好户 ≥ 1.2,差户 < 0.9)")
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if len(ramp) >= 2 and "judge2" not in lc:
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r1, r2 = (hsum[h][1] / hsum[h][0] for h in ramp[:2])
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if r1 < 0.9 and r2 < 0.9:
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lc["judge2"] = True
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H.append(f"起量后连续两个整点 ROAS < 0.9({ramp[0]} 点 {r1:.2f}、{ramp[1]} 点 {r2:.2f}),按差户处理:只留最近 30 分钟 ROAS ≥ 1 的广告,其余按亏损关")
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# ---- platform status: every few rounds, and whenever spend looks stalled ----
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lc["round"] = lc.get("round", 0) + 1
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stalled_sync = lc.get("last_sp") is not None and tsp - lc["last_sp"] < 0.5 and lc["last_sp"] >= 5 and fresh != lc.get("last_fresh")
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h_stalled = lc.get("last_h") is not None and h_total - lc["last_h"] < 0.3 and lc["last_h"] >= 5
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status = {}
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if lc["round"] % a.sync_every == 1 or stalled_sync or h_stalled:
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try:
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sid = mcp.call("account_sync", {"external_account_id": A})["sync_run_id"]
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for _ in range(40):
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s_ = mcp.call("account_sync_status", {"sync_run_id": sid})
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if s_["status"].startswith("completed") or s_["status"] in ("failed", "error"):
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break
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time.sleep(15)
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for name, c in camps.items():
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w = mcp.call("campaign_workspace", {"campaign_id": c["campaign_id"], "external_account_id": A})
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g = w["groups"][0]
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status[short(name)] = {"campaign": w.get("platform_status"), "group": g.get("platform_status"),
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"ads": dict(Counter(ad.get("platform_status") for ad in g["ads"]))}
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except Exception as e:
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status = {"error": str(e)[:200]}
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old = lc.get("status", {})
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for n, v in status.items():
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if n == "error":
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continue
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pv = old.get(n, {})
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if (pv.get("campaign"), pv.get("group")) != (v["campaign"], v["group"]):
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event("状态", f"{n}:计划 {pv.get('campaign')}→{v['campaign']},广告组 {pv.get('group')}→{v['group']}")
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if pv.get("ads") != v["ads"]:
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event("广告审核", f"{n}:广告 {pv.get('ads')}→{v['ads']}")
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if status and "error" not in status:
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lc["status"] = status
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# ---- health: when to call the operator to stop the account ----
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if "PUNISH" in json.dumps(status):
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H.insert(0, "账户被 TikTok 处罚(ADVERTISER_ACCOUNT_PUNISH),继续开只会更糟")
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if status and "error" not in status and camps and all(v.get("campaign") != "CAMPAIGN_STATUS_ENABLE" for v in status.values()):
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H.append("在投计划在平台上全部不是启用状态(不是本工具停的),先去后台看原因")
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if stalled_sync and h_stalled:
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H.append(f"全户在投但消耗停住(同步数与 TikTok 小时数都不动,累计 {tsp:.2f})")
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if hours_in >= 4 and tsp >= 50 and cum < 0.90 and w30 and w30[2] < 0.90:
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H.append(f"开投 {hours_in:.1f} 小时累计 ROAS {cum:.2f} < 0.90,最近 30 分钟 {w30[2]:.2f} 也 < 0.90")
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if w30 and w30[0] >= 30 and w30[2] < 0.80:
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H.append(f"最近 30 分钟放量 {w30[0]:.2f} USD 但 ROAS 只有 {w30[2]:.2f} < 0.80")
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if ((since_ramp is not None and since_ramp >= 6) or hours_in >= 8) and w30 and w30[0] >= 3 and w30[2] < 1.0:
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H.append(f"进入收尾期(起量后满 6 小时或开投满 8 小时),最近 30 分钟 ROAS {w30[2]:.2f} < 1")
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if tsp >= 50 and cum >= 1.0 and lc.get("was_below_1") and "breakeven" not in lc:
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lc["breakeven"] = now.strftime("%H:%M")
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H.append(f"累计 ROAS 回到 1 以上({cum:.2f}),可以考虑收尾锁住")
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if tsp >= 50 and cum < 1.0:
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lc["was_below_1"] = True
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if H:
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key = f"health|{now:%Y-%m-%d %H}|{len(H)}"
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if key not in rep:
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rep[key] = {"sp": tsp, "ro": cum}
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msg = "‼ 建议暂停关户:" + ";".join(H) + f"。今天 {tsp:.2f}/{trv:.2f} ROAS {cum:.2f}。要关就告诉我"
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alerts.insert(0, msg)
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event("健康度", msg)
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# ---- milestones ----
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if tsp > 0 and not lc.get("had_spend"):
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lc["had_spend"] = True
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event("起量", f"首次出现消耗:{tsp:.2f} USD ROAS {cum:.2f}(数据截至 {fresh})")
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cp = lc.setdefault("camp", {})
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for name, (sp, rv) in agg.items():
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k = short(name); ro = rv / sp if sp else 0.0; c = cp.setdefault(k, {})
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if sp > 0 and not c.get("first"):
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c["first"] = now.strftime("%H:%M"); event("起量", f"{k} 开始花钱:{sp:.2f} ROAS {ro:.2f}")
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if sp >= 5:
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if ro > c.get("peak", 0):
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c["peak"], c["peak_t"] = ro, now.strftime("%H:%M")
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if ro < 1 and not c.get("below1"):
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c["below1"] = now.strftime("%H:%M"); event("变差", f"{k} ROAS 跌破 1:{sp:.2f} / {ro:.2f}(峰值 {c.get('peak', 0):.2f} @ {c.get('peak_t')})")
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if ro >= 1 and c.get("below1") and not c.get("recovered"):
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c["recovered"] = now.strftime("%H:%M"); event("回升", f"{k} ROAS 回到 1 以上:{ro:.2f}")
|
|
if stalled_sync and h_stalled and not lc.get("stall_logged"):
|
|
lc["stall_logged"] = now.strftime("%H:%M"); event("停量", f"全户消耗停住(累计 {tsp:.2f})")
|
|
elif not (stalled_sync and h_stalled):
|
|
lc.pop("stall_logged", None)
|
|
for al in alerts:
|
|
if not al.startswith("‼"):
|
|
event("预警", al.split("\n")[0])
|
|
lc["last_sp"], lc["last_fresh"], lc["last_h"] = tsp, fresh, h_total
|
|
|
|
open(TL, "a").write(json.dumps({
|
|
"t": now.strftime("%Y-%m-%d %H:%M"), "fresh": fresh, "spend": round(tsp, 2), "rev": round(trv, 2),
|
|
"hourly_direct": {str(h): [round(v[0], 2), round(v[1], 2)] for h, v in sorted(hsum.items())},
|
|
"camps": {short(n): [round(v[0], 2), round(v[1], 2)] for n, v in agg.items()},
|
|
"ads": [[x["label"], x["ad"], round(x["sp"], 2), round(x["rv"], 2), round(x["ctr"], 1)] for x in ads],
|
|
"status": status or None}, ensure_ascii=False) + "\n")
|
|
json.dump(st, open(SF, "w"), indent=1, ensure_ascii=False)
|
|
|
|
# ---- same-lifecycle comparison against the benchmark accounts ----
|
|
bench_line = ""
|
|
try:
|
|
bench = json.load(open(os.path.join(os.path.dirname(os.path.abspath(__file__)), "..", "references", "benchmarks.json")))
|
|
if ramp:
|
|
k = now.hour - ramp[0] # hours since this account ramped
|
|
parts = []
|
|
for b in bench["accounts"]:
|
|
hs = sorted((int(h), v) for h, v in b["hourly"].items())
|
|
rh = [h for h, v in hs if v[0] >= 20]
|
|
if not rh:
|
|
continue
|
|
upto = [v for h, v in hs if h <= rh[0] + k]
|
|
s_ = sum(v[0] for v in upto); r_ = sum(v[1] for v in upto)
|
|
if s_:
|
|
parts.append(f"{b['short']} {r_ / s_:.2f}")
|
|
mine = sum(v[1] for h, v in hsum.items() if h <= now.hour) / max(h_total, 0.01)
|
|
bench_line = f";同阶段(起量后第 {k + 1} 小时)累计 ROAS:本户 {mine:.2f} vs " + "、".join(parts)
|
|
except (OSError, ValueError, KeyError):
|
|
pass
|
|
|
|
print("\n".join(alerts) if alerts else "一轮无异常")
|
|
top = sorted(agg.items(), key=lambda kv: -kv[1][0])[:3]
|
|
stage = ("等量期" if not ramp else ("判断期" if since_ramp < 3 else ("放量期" if since_ramp < 6 and hours_in < 8 else "收尾期"))) if hours_in < 8 else "收尾期"
|
|
w30t = f";最近 30 分钟 {w30[0]:.2f}/{w30[1]:.2f} ROAS {w30[2]:.2f}" if w30 else ""
|
|
lag = f";按天数据落后,TikTok 小时数合计 {h_total:.2f}" if h_total - tsp > 2 else ""
|
|
print(f"[{stage} {hours_in:.1f}h|{len(camps)} 个在投计划 今天 {tsp:.2f}/{trv:.2f} ROAS {cum:.2f}{w30t};"
|
|
+ "、".join(f"{short(n)} {v[0]:.2f}/{(v[1] / v[0] if v[0] else 0):.2f}" for n, v in top)
|
|
+ f";数据截至 {fresh},现在 {now:%H:%M}{lag}{bench_line}]")
|