Limit RFV history query to period buyers
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This commit is contained in:
@@ -1,5 +1,6 @@
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const { pool } = require('../db');
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const RFM_QUERY_TIMEOUT_MS = 15000;
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const SIZE_SUFFIX_SQL_PATTERN = '\\s+-\\s+(?:(?:PP|P|M|G|GG|XG|XGG|EG|EGG|EXG|U|UNICO|ÚNICO|\\d{2})(?:/(?:PP|P|M|G|GG|XG|XGG|EG|EGG|EXG|U|UNICO|ÚNICO|\\d{2}))*)$';
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const PRODUCT_NAME_SQL = `
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CASE
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@@ -263,11 +264,13 @@ const getClientAnalytics = async (range = {}) => {
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const getRfmAnalytics = async (range = {}) => {
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const { params, whereClause } = buildDateFilter(range);
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const normalizedEnd = normalizeDateParam(range.end);
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const recencyReferenceDate = normalizedEnd ? '$1::date' : 'CURRENT_DATE';
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const historyParams = normalizedEnd ? [normalizedEnd] : [];
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const client = await pool.connect();
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const [periodResult, historyResult] = await Promise.all([
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pool.query(`
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try {
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await client.query('BEGIN');
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await client.query(`SET LOCAL statement_timeout = '${RFM_QUERY_TIMEOUT_MS}ms'`);
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const periodResult = await client.query(`
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SELECT
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${CUSTOMER_KEY_SQL} as customer_key,
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MAX(COALESCE(NULLIF(cliente_nome, ''), 'Cliente Desconhecido')) as name,
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@@ -280,8 +283,37 @@ const getRfmAnalytics = async (range = {}) => {
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${whereClause}
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GROUP BY customer_key
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ORDER BY monetary DESC;
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`, params),
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pool.query(`
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`, params);
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if (!periodResult.rows.length) {
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await client.query('COMMIT');
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return {
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range: {
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start: normalizeDateParam(range.start),
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end: normalizeDateParam(range.end)
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},
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clients: [],
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segments: buildRfmSegments([]),
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matrix: {
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recencyScores: [3, 2, 1],
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valueScores: [1, 2, 3]
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}
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};
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}
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const periodPhones = [...new Set(periodResult.rows.map(row => row.phone).filter(Boolean))];
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const periodNamesWithoutPhone = [...new Set(periodResult.rows
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.filter(row => !row.phone && String(row.customer_key || '').startsWith('name:'))
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.map(row => String(row.customer_key).slice(5))
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.filter(Boolean))];
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const historyParams = [];
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const recencyReferenceDate = normalizedEnd
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? `$${historyParams.push(normalizedEnd)}::date`
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: 'CURRENT_DATE';
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const phoneListParam = `$${historyParams.push(periodPhones)}::text[]`;
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const nameListParam = `$${historyParams.push(periodNamesWithoutPhone)}::text[]`;
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const historyResult = await client.query(`
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SELECT
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${CUSTOMER_KEY_SQL} as customer_key,
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MAX(COALESCE(NULLIF(cliente_nome, ''), 'Cliente Desconhecido')) as name,
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@@ -294,73 +326,87 @@ const getRfmAnalytics = async (range = {}) => {
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FROM orders
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WHERE data_pedido_date IS NOT NULL
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AND data_pedido_date <= ${recencyReferenceDate}
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AND (
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NULLIF(cliente_fone, '') = ANY(${phoneListParam})
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OR (
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NULLIF(cliente_fone, '') IS NULL
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AND COALESCE(NULLIF(cliente_nome, ''), 'Cliente Desconhecido') = ANY(${nameListParam})
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)
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)
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GROUP BY customer_key;
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`, historyParams)
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]);
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`, historyParams);
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const historyClients = buildRfmClients(historyResult.rows.map(row => ({
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customerKey: row.customer_key,
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name: row.name,
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phone: row.phone || '',
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monetary: toNumber(row.monetary),
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frequency: toNumber(row.frequency),
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quantityPurchased: toNumber(row.quantity_purchased),
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lastPurchaseDate: row.last_purchase_date,
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recencyDays: toNumber(row.recency_days)
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})));
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const tagsByCustomerKey = new Map(historyClients.map(client => [client.customerKey, client]));
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const clients = periodResult.rows.map(row => {
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const taggedClient = tagsByCustomerKey.get(row.customer_key);
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if (!taggedClient) {
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const newCustomerSegment = getRfmSegment(3, 1);
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return {
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customerKey: row.customer_key,
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name: row.name,
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phone: row.phone || '',
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monetary: toNumber(row.monetary),
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frequency: toNumber(row.frequency),
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quantityPurchased: toNumber(row.quantity_purchased),
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lastPurchaseDate: row.last_purchase_date,
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recencyDays: 0,
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recencyScore: 3,
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frequencyScore: 1,
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monetaryScore: 1,
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valueScore: 1,
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rfmScore: '311',
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segmentKey: newCustomerSegment.key,
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segmentLabel: newCustomerSegment.label
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};
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}
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return {
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...taggedClient,
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const historyClients = buildRfmClients(historyResult.rows.map(row => ({
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customerKey: row.customer_key,
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name: row.name,
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phone: row.phone || '',
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monetary: toNumber(row.monetary),
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frequency: toNumber(row.frequency),
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quantityPurchased: toNumber(row.quantity_purchased),
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lastPurchaseDate: row.last_purchase_date
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};
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}).sort((a, b) => {
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if (b.recencyScore !== a.recencyScore) return b.recencyScore - a.recencyScore;
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if (b.valueScore !== a.valueScore) return b.valueScore - a.valueScore;
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return b.monetary - a.monetary;
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});
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lastPurchaseDate: row.last_purchase_date,
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recencyDays: toNumber(row.recency_days)
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})));
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const tagsByCustomerKey = new Map(historyClients.map(historyClient => [historyClient.customerKey, historyClient]));
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return {
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range: {
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start: normalizeDateParam(range.start),
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end: normalizeDateParam(range.end)
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},
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clients,
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segments: buildRfmSegments(clients),
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matrix: {
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recencyScores: [3, 2, 1],
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valueScores: [1, 2, 3]
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}
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};
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const clients = periodResult.rows.map(row => {
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const taggedClient = tagsByCustomerKey.get(row.customer_key);
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if (!taggedClient) {
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const newCustomerSegment = getRfmSegment(3, 1);
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return {
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customerKey: row.customer_key,
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name: row.name,
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phone: row.phone || '',
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monetary: toNumber(row.monetary),
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frequency: toNumber(row.frequency),
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quantityPurchased: toNumber(row.quantity_purchased),
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lastPurchaseDate: row.last_purchase_date,
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recencyDays: 0,
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recencyScore: 3,
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frequencyScore: 1,
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monetaryScore: 1,
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valueScore: 1,
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rfmScore: '311',
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segmentKey: newCustomerSegment.key,
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segmentLabel: newCustomerSegment.label
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};
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}
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return {
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...taggedClient,
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customerKey: row.customer_key,
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name: row.name,
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phone: row.phone || '',
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monetary: toNumber(row.monetary),
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frequency: toNumber(row.frequency),
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quantityPurchased: toNumber(row.quantity_purchased),
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lastPurchaseDate: row.last_purchase_date
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};
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}).sort((a, b) => {
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if (b.recencyScore !== a.recencyScore) return b.recencyScore - a.recencyScore;
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if (b.valueScore !== a.valueScore) return b.valueScore - a.valueScore;
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return b.monetary - a.monetary;
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});
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await client.query('COMMIT');
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return {
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range: {
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start: normalizeDateParam(range.start),
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end: normalizeDateParam(range.end)
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},
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clients,
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segments: buildRfmSegments(clients),
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matrix: {
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recencyScores: [3, 2, 1],
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valueScores: [1, 2, 3]
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}
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};
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} catch (error) {
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await client.query('ROLLBACK').catch(() => {});
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throw error;
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} finally {
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client.release();
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}
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};
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module.exports = {
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@@ -192,106 +192,118 @@ test('buildRfmClients scores segments from RFM history when period totals are sm
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});
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test('getRfmAnalytics classifies period buyers by history through the selected range end', async () => {
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const originalQuery = pool.query;
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const originalConnect = pool.connect;
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const calls = [];
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const mockClient = {
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query: async (sql, params = []) => {
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calls.push({ sql, params });
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const isHistoryQuery = sql.includes('recency_days');
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const isPeriodQuery = sql.includes('FROM orders');
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const referenceDate = params[0];
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pool.query = async (sql, params) => {
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calls.push({ sql, params });
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const isHistoryQuery = sql.includes('recency_days');
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const referenceDate = params[0];
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if (!isPeriodQuery) {
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return { rows: [] };
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}
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if (isHistoryQuery) {
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return {
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rows: [
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{
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customer_key: '1',
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name: 'Cliente Ontem',
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phone: '1',
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monetary: 5000,
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frequency: 20,
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quantity_purchased: 20,
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last_purchase_date: '2026-06-14',
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recency_days: referenceDate === '2026-06-14' ? 0 : 1
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},
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{
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customer_key: '2',
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name: 'Cliente Antigo',
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phone: '2',
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monetary: 50,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-01-01',
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recency_days: 164
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},
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{
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customer_key: '3',
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name: 'Cliente Medio',
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phone: '3',
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monetary: 100,
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frequency: 2,
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quantity_purchased: 2,
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last_purchase_date: '2026-03-01',
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recency_days: 105
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},
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{
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customer_key: 'name:Cliente Sem Fone',
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name: 'Cliente Sem Fone',
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phone: null,
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monetary: 1000,
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frequency: 10,
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quantity_purchased: 10,
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last_purchase_date: '2026-06-14',
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recency_days: 1
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}
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]
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};
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}
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if (isHistoryQuery) {
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return {
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rows: [
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{
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customer_key: '1',
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name: 'Cliente Ontem',
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phone: '1',
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monetary: 5000,
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frequency: 20,
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quantity_purchased: 20,
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last_purchase_date: '2026-06-14',
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recency_days: referenceDate === '2026-06-14' ? 0 : 1
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},
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{
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customer_key: '2',
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name: 'Cliente Antigo',
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phone: '2',
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monetary: 50,
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monetary: 100,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-01-01',
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recency_days: 164
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last_purchase_date: '2026-06-14'
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},
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{
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customer_key: '3',
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name: 'Cliente Medio',
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phone: '3',
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monetary: 100,
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frequency: 2,
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quantity_purchased: 2,
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last_purchase_date: '2026-03-01',
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recency_days: 105
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customer_key: '4',
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name: 'Cliente Novo no Periodo',
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phone: '4',
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monetary: 25,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-06-14'
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},
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{
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customer_key: 'name:Cliente Sem Fone',
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name: 'Cliente Sem Fone',
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phone: null,
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monetary: 1000,
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frequency: 10,
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quantity_purchased: 10,
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last_purchase_date: '2026-06-14',
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recency_days: 1
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monetary: 30,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-06-14'
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}
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]
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};
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}
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return {
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rows: [
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{
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customer_key: '1',
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name: 'Cliente Ontem',
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phone: '1',
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monetary: 100,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-06-14'
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},
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{
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customer_key: '4',
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name: 'Cliente Novo no Periodo',
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phone: '4',
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monetary: 25,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-06-14'
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},
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{
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customer_key: 'name:Cliente Sem Fone',
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name: 'Cliente Sem Fone',
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phone: null,
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monetary: 30,
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frequency: 1,
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quantity_purchased: 1,
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last_purchase_date: '2026-06-14'
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}
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]
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};
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},
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release: () => {}
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};
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pool.connect = async () => mockClient;
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try {
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const sevenDays = await getRfmAnalytics({ start: '2026-06-09', end: '2026-06-15' });
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const yesterday = await getRfmAnalytics({ start: '2026-06-14', end: '2026-06-14' });
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const selectCalls = calls.filter(call => call.sql.includes('FROM orders'));
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assert.deepEqual(calls[0].params, ['2026-06-09', '2026-06-15']);
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assert.doesNotMatch(calls[0].sql, /cliente_fone IS NOT NULL/);
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assert.match(calls[1].sql, /\(\$1::date - MAX\(data_pedido_date\)\)::int/);
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assert.match(calls[1].sql, /data_pedido_date <= \$1::date/);
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assert.doesNotMatch(calls[1].sql, /cliente_fone IS NOT NULL/);
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assert.deepEqual(calls[1].params, ['2026-06-15']);
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assert.deepEqual(calls[2].params, ['2026-06-14', '2026-06-14']);
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assert.deepEqual(calls[3].params, ['2026-06-14']);
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assert.match(calls[1].sql, /SET LOCAL statement_timeout/);
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assert.deepEqual(selectCalls[0].params, ['2026-06-09', '2026-06-15']);
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assert.doesNotMatch(selectCalls[0].sql, /cliente_fone IS NOT NULL/);
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assert.match(selectCalls[1].sql, /\(\$1::date - MAX\(data_pedido_date\)\)::int/);
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assert.match(selectCalls[1].sql, /data_pedido_date <= \$1::date/);
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assert.match(selectCalls[1].sql, /NULLIF\(cliente_fone, ''\) = ANY\(\$2::text\[\]\)/);
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assert.match(selectCalls[1].sql, /COALESCE\(NULLIF\(cliente_nome, ''\), 'Cliente Desconhecido'\) = ANY\(\$3::text\[\]\)/);
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assert.doesNotMatch(selectCalls[1].sql, /cliente_fone IS NOT NULL/);
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assert.deepEqual(selectCalls[1].params, ['2026-06-15', ['1', '4'], ['Cliente Sem Fone']]);
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assert.deepEqual(selectCalls[2].params, ['2026-06-14', '2026-06-14']);
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assert.deepEqual(selectCalls[3].params, ['2026-06-14', ['1', '4'], ['Cliente Sem Fone']]);
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assert.equal(sevenDays.clients[0].segmentKey, 'champions');
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assert.equal(yesterday.clients[0].segmentKey, 'champions');
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assert.equal(yesterday.clients[0].frequency, 1);
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@@ -306,6 +318,6 @@ test('getRfmAnalytics classifies period buyers by history through the selected r
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client.monetary === 30
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)));
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} finally {
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pool.query = originalQuery;
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pool.connect = originalConnect;
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}
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});
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@@ -83,12 +83,14 @@ const Clients = () => {
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let isMounted = true;
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const loadClients = async () => {
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const [clientsData, rfmData] = await Promise.all([
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fetchClientAnalytics(dateRange),
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fetchRfmAnalytics(dateRange)
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]);
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const clientsData = await fetchClientAnalytics(dateRange);
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if (isMounted) {
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setClientAnalytics(clientsData);
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setRfmAnalytics(null);
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}
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const rfmData = await fetchRfmAnalytics(dateRange);
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if (isMounted) {
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setRfmAnalytics(rfmData);
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}
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};
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