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Calibrate RFV frequency scoring
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Cauê Faleiros
2026-06-22 10:12:41 -03:00
parent c35f8f8a51
commit 9953dd3149
3 changed files with 68 additions and 14 deletions
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25
backend/services/analyticsService.js
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@@ -4,6 +4,7 @@ const RFM_QUERY_TIMEOUT_MS = 15000;
const RECENT_MAX_DAYS = 60;
const COOLING_MAX_DAYS = 180;
const LOST_MIN_DAYS = 366;
const FREQUENCY_MEDIUM_MAX_ORDERS = 4;
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}))*)$';
const PRODUCT_NAME_SQL = `
CASE
@@ -133,6 +134,13 @@ const getRecencyScore = (recencyDays) => {
return 1;
};
const getFrequencyScore = (frequency) => {
const orders = Math.max(0, toNumber(frequency));
if (orders <= 1) return 1;
if (orders <= FREQUENCY_MEDIUM_MAX_ORDERS) return 2;
return 3;
};
const getLifecycleSegment = ({
recencyDays,
historicalFrequency,
@@ -157,8 +165,11 @@ const getLifecycleSegment = ({
return { segment: RFM_SEGMENTS_BY_KEY.get('new_customers'), valueScore: 1 };
}
if (days <= RECENT_MAX_DAYS && valueScore === 1) {
return { segment: RFM_SEGMENTS_BY_KEY.get('potential_loyalists'), valueScore: 2 };
if (days <= RECENT_MAX_DAYS) {
const isChampion = frequencyScore === 3 && monetaryScore === 3;
return isChampion
? { segment: RFM_SEGMENTS_BY_KEY.get('champions'), valueScore: 3 }
: { segment: RFM_SEGMENTS_BY_KEY.get('potential_loyalists'), valueScore: 2 };
}
return {
@@ -200,7 +211,6 @@ const buildRfmSegments = (clients) => {
};
const buildRfmClients = (baseClients) => {
const frequencyScoreFor = buildTertileScorer(baseClients.map(client => client.rfmFrequency ?? client.frequency), true);
const monetaryScoreFor = buildTertileScorer(baseClients.map(client => client.rfmMonetary ?? client.monetary), true);
return baseClients.map(client => {
@@ -208,7 +218,7 @@ const buildRfmClients = (baseClients) => {
const historicalFrequency = toNumber(client.rfmFrequency ?? client.frequency);
const historicalMonetary = toNumber(client.rfmMonetary ?? client.monetary);
const recencyScore = getRecencyScore(recencyDays);
const frequencyScore = client.rfmFrequencyScore ?? frequencyScoreFor(historicalFrequency);
const frequencyScore = client.rfmFrequencyScore ?? getFrequencyScore(historicalFrequency);
const monetaryScore = client.rfmMonetaryScore ?? monetaryScoreFor(historicalMonetary);
const baseValueScore = Math.min(3, Math.max(1, Math.round((frequencyScore + monetaryScore) / 2)));
const classification = getLifecycleSegment({
@@ -462,9 +472,9 @@ const getRfmAnalytics = async (range = {}) => {
SELECT
customer_history.*,
CASE
WHEN COUNT(*) OVER () = 1 THEN 3
WHEN MIN(frequency) OVER () = MAX(frequency) OVER () THEN 2
ELSE LEAST(3, GREATEST(1, FLOOR(PERCENT_RANK() OVER (ORDER BY frequency) * 3)::int + 1))
WHEN frequency <= 1 THEN 1
WHEN frequency <= ${FREQUENCY_MEDIUM_MAX_ORDERS} THEN 2
ELSE 3
END as frequency_score,
CASE
WHEN COUNT(*) OVER () = 1 THEN 3
@@ -552,6 +562,7 @@ module.exports = {
buildDateFilter,
buildRfmClients,
buildRfmSegments,
getFrequencyScore,
getPreviousDate,
getRecencyScore,
getRfmAnalytics,