Fix tracking discrepancy direction, improve daily metrics table, increase max_tokens

- analyzer.py: use abs() for tracking discrepancy so both directions alert
- slack_reporter.py: daily table adds L.AT/L.GA/Coste/€.AT/€.GA columns; margin uses Google Ads conversions × PPL; split monthly rankings into separate blocks; fix stale margen field
- run.py: leads_grupo always uses Google Ads conversions; tracking alert shows direction (over/under attribution)
- agent.py: increase decide() max_tokens 700→750 to fix JSON truncation for long campaign names

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

agent.py

@@ -228,7 +228,7 @@ def weekly_strategic_analysis(games_md_this: dict, games_md_prev_week: dict,
 def decide(analysis: dict) -> dict:
     response = client.messages.create(
         model="claude-sonnet-4-6",
-        max_tokens=700,
+        max_tokens=750,
         system=SYSTEM_PROMPT,
         messages=[{
             "role": "user",

analyzer.py

@@ -35,7 +35,7 @@ def analyze(campaign_config: dict, leads_entregados: int, ads_metrics: dict) ->
     else:
         urgencia = "EN_RITMO"
 
-    # Discrepancia entre leads Airtable (ConvLeadsLakeMes) y conversiones Google
+    # Discrepancia en ambas direcciones: Google > Airtable puede indicar conversiones falsas
     conv_leads_lake_mes = campaign_config.get("conv_leads_lake_mes", leads_entregados)
     discrepancia = abs(conversiones_google - conv_leads_lake_mes)
 

run.py

@@ -220,10 +220,8 @@ def run():
 
         if is_pmx_with_leadform:
             leads_grupo = int(metrics.get("conversions", 0)) + leadform_conv_by_course.get(course_num, 0)
-        elif is_pmx_with_companion:
-            leads_grupo = int(metrics.get("conversions", 0))
         else:
-            leads_grupo = leads
+            leads_grupo = int(metrics.get("conversions", 0))
 
         analysis = analyze(campaign, leads_grupo, metrics)
         decision = decide(analysis)
@@ -296,8 +294,11 @@ def run():
               f"Rentable: {'✅' if analysis['rentable'] else '❌'}")
 
         if analysis["alerta_tracking"]:
-            print(f"   🚨 ALERTA TRACKING: {analysis['discrepancia_tracking']} leads de diferencia "
+            at_leads = campaign['conv_leads_lake_mes']
-                  f"entre Airtable ({campaign['conv_leads_lake_mes']}) y Google Ads ({int(analysis['conversiones_google'])})")
+            ga_leads = int(analysis['conversiones_google'])
+            direction = "Airtable > Google (sobre-atribución?)" if at_leads > ga_leads else "Google > Airtable (conversiones falsas?)"
+            print(f"   🚨 ALERTA TRACKING: {analysis['discrepancia_tracking']:.0f} leads de diferencia "
+                  f"— Airtable {at_leads} vs Google Ads {ga_leads} — {direction}")
 
         print(f"   Decisión: {accion_icono} {decision['accion']} "
               f"(confianza: {decision['confianza']*100:.0f}%)")

slack_reporter.py

@@ -185,35 +185,56 @@ def build_and_send(collected: list, dry_run: bool, prev_month_metricas: dict = N
             except ValueError:
                 continue
             if d not in daily_totals:
-                daily_totals[d] = {"coste": 0.0, "ingreso_sum": 0.0}
+                daily_totals[d] = {"coste": 0.0, "ing_gads": 0.0, "ing_at": 0.0, "leads_gads": 0, "leads_at": 0}
-            daily_totals[d]["coste"]       += vals.get("coste", 0)
+            daily_totals[d]["coste"]      += vals.get("coste", 0)
-            daily_totals[d]["ingreso_sum"] += vals.get("ingreso", 0)
+            daily_totals[d]["ing_gads"]   += vals.get("ingreso", 0)          # conv_hoy × PPL
+            daily_totals[d]["ing_at"]     += vals.get("leads_lake", 0) * ppl  # leads_lake × PPL
+            daily_totals[d]["leads_gads"] += int(vals.get("leads", 0))
+            daily_totals[d]["leads_at"]   += int(vals.get("leads_lake", 0))
+
+    def _eur(v: float) -> str:
+        return f"{v:,.0f}€".replace(",", ".")
+
+    def _marg(v: float) -> str:
+        return ("+" if v >= 0 else "") + f"{v:,.0f}€".replace(",", ".")
+
+    def _pct(v: float) -> str:
+        return ("+" if v >= 0 else "") + f"{v:.1f}%"
 
     margin_table_block = None
     if daily_totals and not primer_dia_mes:
-        rows = ["Día      Margen €    %"]
+        hdr = f"{'Día':>3} {'L.AT':>5} {'L.GA':>5} {'Coste':>7} {'€.AT':>7} {'€.GA':>7} {'Margen':>9} {'%':>7}"
-        total_coste = total_ing = 0.0
+        sep = "─" * len(hdr)
+        rows = [hdr, sep]
+        tot = {"coste": 0.0, "ing_gads": 0.0, "ing_at": 0.0, "leads_gads": 0, "leads_at": 0}
         for d in sorted(daily_totals):
-            coste   = daily_totals[d]["coste"]
+            v = daily_totals[d]
-            ing_sum = daily_totals[d]["ingreso_sum"]
+            ing   = v["ing_gads"]  # margen: conv Google Ads × PPL
-            margen  = ing_sum - coste
+            marg  = ing - v["coste"]
-            pct     = round(margen / ing_sum * 100, 1) if ing_sum > 0 else 0.0
+            pct_v = round(marg / ing * 100, 1) if ing > 0 else 0.0
-            total_coste += coste
+            for k in tot:
-            total_ing   += ing_sum
+                tot[k] += v[k]
-            s_eur = ("+" if margen >= 0 else "") + f"{margen:,.0f}€".replace(",", ".")
+            rows.append(
-            s_pct = ("+" if pct >= 0 else "") + f"{pct:.1f}%"
+                f"{d:02d}  {v['leads_at']:>5}  {v['leads_gads']:>5}"
-            rows.append(f"{d:02d}    {s_eur:>9}  {s_pct:>7}")
+                f"  {_eur(v['coste']):>7}"
-        total_margen = total_ing - total_coste
+                f"  {_eur(v['ing_at']):>7}  {_eur(v['ing_gads']):>7}"
-        total_pct    = round(total_margen / total_ing * 100, 1) if total_ing > 0 else 0.0
+                f"  {_marg(marg):>9}  {_pct(pct_v):>7}"
-        s_tot_eur = ("+" if total_margen >= 0 else "") + f"{total_margen:,.0f}€".replace(",", ".")
+            )
-        s_tot_pct = ("+" if total_pct >= 0 else "") + f"{total_pct:.1f}%"
+        tot_ing  = tot["ing_gads"]
-        rows.append("─" * 24)
+        tot_marg = tot_ing - tot["coste"]
-        rows.append(f"TOT  {s_tot_eur:>9}  {s_tot_pct:>7}")
+        tot_pct  = round(tot_marg / tot_ing * 100, 1) if tot_ing > 0 else 0.0
+        rows.append(sep)
+        rows.append(
+            f"{'TOT':>3}  {tot['leads_at']:>5}  {tot['leads_gads']:>5}"
+            f"  {_eur(tot['coste']):>7}"
+            f"  {_eur(tot['ing_at']):>7}  {_eur(tot['ing_gads']):>7}"
+            f"  {_marg(tot_marg):>9}  {_pct(tot_pct):>7}"
+        )
         margin_table_block = {
             "type": "section",
             "text": {
                 "type": "mrkdwn",
-                "text": _trunc(f"📅 *MÁRGENES POR DÍA — {MESES_ES[now.month].upper()}*\n```\n" + "\n".join(rows) + "\n```"),
+                "text": _trunc(f"📅 *MÉTRICAS POR DÍA — {MESES_ES[now.month].upper()}*  _(L.AT=leads Airtable · L.GA=conv Google Ads · €.AT=fact×PPL Airtable · €.GA=fact×PPL Google Ads)_\n```\n" + "\n".join(rows) + "\n```"),
             },
         }