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Calibrate RFV customer lifecycle segments
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Cauê Faleiros
2026-06-18 15:51:35 -03:00
parent ca90a6e94b
commit 1af624aa77
3 changed files with 219 additions and 81 deletions
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120
backend/test/analyticsService.test.js
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@@ -6,6 +6,7 @@ const {
buildRfmSegments,
buildDateFilter,
getPreviousDate,
getRecencyScore,
getRfmAnalytics,
getRfmSegment,
normalizeDateParam,
@@ -109,6 +110,16 @@ test('scoreTertile treats equal recency as high recency', () => {
assert.equal(scoreTertile(0, [0, 0, 0], false), 3);
});
test('getRecencyScore uses fixed lifecycle boundaries', () => {
assert.equal(getRecencyScore(0), 3);
assert.equal(getRecencyScore(60), 3);
assert.equal(getRecencyScore(61), 2);
assert.equal(getRecencyScore(180), 2);
assert.equal(getRecencyScore(181), 1);
assert.equal(getRecencyScore(365), 1);
assert.equal(getRecencyScore(366), 1);
});
test('getRfmSegment maps the 3x3 RFM matrix', () => {
assert.deepEqual(getRfmSegment(3, 3), { key: 'champions', label: 'Champions' });
assert.deepEqual(getRfmSegment(2, 2), { key: 'need_attention', label: 'Precisam de Atenção' });
@@ -191,6 +202,74 @@ test('buildRfmClients scores segments from RFM history when period totals are sm
assert.equal(yesterdayBuyer.monetaryScore, 3);
});
test('buildRfmClients applies lifecycle protections to new, hibernating, at-risk, and lost clients', () => {
const clients = buildRfmClients([
{
customerKey: 'new',
name: 'Novo',
monetary: 50,
frequency: 1,
recencyDays: 60,
rfmFrequency: 1,
rfmMonetary: 50,
rfmFrequencyScore: 1,
rfmMonetaryScore: 1
},
{
customerKey: 'not-new',
name: 'Não é mais novo',
monetary: 50,
frequency: 1,
recencyDays: 61,
rfmFrequency: 1,
rfmMonetary: 50,
rfmFrequencyScore: 1,
rfmMonetaryScore: 1
},
{
customerKey: 'hibernating',
name: 'Hibernando',
monetary: 50,
frequency: 1,
recencyDays: 250,
rfmFrequency: 1,
rfmMonetary: 50,
rfmFrequencyScore: 1,
rfmMonetaryScore: 1
},
{
customerKey: 'at-risk',
name: 'Em Risco',
monetary: 100,
frequency: 1,
recencyDays: 250,
rfmFrequency: 10,
rfmMonetary: 1000,
rfmFrequencyScore: 3,
rfmMonetaryScore: 2
},
{
customerKey: 'lost',
name: 'Perdido',
monetary: 2000,
frequency: 1,
recencyDays: 366,
rfmFrequency: 1,
rfmMonetary: 2000,
rfmFrequencyScore: 1,
rfmMonetaryScore: 3
}
]);
const byKey = new Map(clients.map(client => [client.customerKey, client]));
assert.equal(byKey.get('new').segmentKey, 'new_customers');
assert.equal(byKey.get('not-new').segmentKey, 'about_to_sleep');
assert.equal(byKey.get('hibernating').segmentKey, 'hibernating');
assert.equal(byKey.get('at-risk').segmentKey, 'at_risk');
assert.equal(byKey.get('lost').segmentKey, 'lost');
assert.equal(byKey.get('lost').rfmScore, '113');
});
test('getRfmAnalytics classifies period buyers by history through the selected range end', async () => {
const originalConnect = pool.connect;
const calls = [];
@@ -216,27 +295,21 @@ test('getRfmAnalytics classifies period buyers by history through the selected r
frequency: 20,
quantity_purchased: 20,
last_purchase_date: '2026-06-14',
recency_days: referenceDate === '2026-06-14' ? 0 : 1
recency_days: referenceDate === '2026-06-14' ? 0 : 1,
frequency_score: 3,
monetary_score: 3
},
{
customer_key: '2',
name: 'Cliente Antigo',
phone: '2',
monetary: 50,
customer_key: '4',
name: 'Cliente Novo no Periodo',
phone: '4',
monetary: 25,
frequency: 1,
quantity_purchased: 1,
last_purchase_date: '2026-01-01',
recency_days: 164
},
{
customer_key: '3',
name: 'Cliente Medio',
phone: '3',
monetary: 100,
frequency: 2,
quantity_purchased: 2,
last_purchase_date: '2026-03-01',
recency_days: 105
last_purchase_date: '2026-06-14',
recency_days: referenceDate === '2026-06-14' ? 0 : 1,
frequency_score: 1,
monetary_score: 1
},
{
customer_key: 'name:Cliente Sem Fone',
@@ -246,7 +319,9 @@ test('getRfmAnalytics classifies period buyers by history through the selected r
frequency: 10,
quantity_purchased: 10,
last_purchase_date: '2026-06-14',
recency_days: 1
recency_days: referenceDate === '2026-06-14' ? 0 : 1,
frequency_score: 3,
monetary_score: 3
}
]
};
@@ -301,12 +376,13 @@ test('getRfmAnalytics classifies period buyers by history through the selected r
assert.doesNotMatch(selectCalls[0].sql, /cliente_fone IS NOT NULL/);
assert.match(selectCalls[1].sql, /\(\$1::date - MAX\(data_pedido_date\)\)::int/);
assert.match(selectCalls[1].sql, /data_pedido_date <= \$1::date/);
assert.match(selectCalls[1].sql, /NULLIF\(cliente_fone, ''\) = ANY\(\$2::text\[\]\)/);
assert.match(selectCalls[1].sql, /COALESCE\(NULLIF\(cliente_nome, ''\), 'Cliente Desconhecido'\) = ANY\(\$3::text\[\]\)/);
assert.match(selectCalls[1].sql, /PERCENT_RANK\(\) OVER \(ORDER BY frequency\)/);
assert.match(selectCalls[1].sql, /PERCENT_RANK\(\) OVER \(ORDER BY monetary\)/);
assert.match(selectCalls[1].sql, /customer_key = ANY\(\$2::text\[\]\)/);
assert.doesNotMatch(selectCalls[1].sql, /cliente_fone IS NOT NULL/);
assert.deepEqual(selectCalls[1].params, ['2026-06-15', ['1', '4'], ['Cliente Sem Fone']]);
assert.deepEqual(selectCalls[1].params, ['2026-06-15', ['1', '4', 'name:Cliente Sem Fone']]);
assert.deepEqual(selectCalls[2].params, ['2026-06-14', '2026-06-14']);
assert.deepEqual(selectCalls[3].params, ['2026-06-14', ['1', '4'], ['Cliente Sem Fone']]);
assert.deepEqual(selectCalls[3].params, ['2026-06-14', ['1', '4', 'name:Cliente Sem Fone']]);
assert.equal(sevenDays.clients[0].segmentKey, 'champions');
assert.equal(yesterday.clients[0].segmentKey, 'champions');
assert.equal(yesterday.clients[0].frequency, 1);