Stabilize RFM segment scoring across date filters

backend/services/analyticsService.js

@@ -103,13 +103,15 @@ const buildRfmSegments = (clients) => {
 
 const buildRfmClients = (baseClients) => {
     const recencyValues = baseClients.map(client => client.recencyDays);
-    const frequencyValues = baseClients.map(client => client.frequency);
-    const monetaryValues = baseClients.map(client => client.monetary);
+    const frequencyValues = baseClients.map(client => client.rfmFrequency ?? client.frequency);
+    const monetaryValues = baseClients.map(client => client.rfmMonetary ?? client.monetary);
 
     return baseClients.map(client => {
+        const frequencyForScore = client.rfmFrequency ?? client.frequency;
+        const monetaryForScore = client.rfmMonetary ?? client.monetary;
         const recencyScore = scoreTertile(client.recencyDays, recencyValues, false);
-        const frequencyScore = scoreTertile(client.frequency, frequencyValues, true);
-        const monetaryScore = scoreTertile(client.monetary, monetaryValues, true);
+        const frequencyScore = scoreTertile(frequencyForScore, frequencyValues, true);
+        const monetaryScore = scoreTertile(monetaryForScore, monetaryValues, true);
         const valueScore = Math.min(3, Math.max(1, Math.round((frequencyScore + monetaryScore) / 2)));
         const segment = getRfmSegment(recencyScore, valueScore);
 
@@ -260,19 +262,45 @@ const getRfmAnalytics = async (range = {}) => {
     }
 
     const result = await pool.query(`
+        WITH period_clients AS (
             SELECT
                 MAX(cliente_nome) as name,
                 cliente_fone as phone,
                 COALESCE(SUM(quantidade * valor_unitario), 0) as monetary,
                 COUNT(DISTINCT COALESCE(NULLIF(pedido_id, ''), data_pedido || '_' || valor_pedido::text))::int as frequency,
                 COALESCE(SUM(quantidade), 0) as quantity_purchased,
-            MAX(data_pedido_date) as last_purchase_date,
-            GREATEST((${recencyReferenceDate} - MAX(data_pedido_date))::int, 0) as recency_days
+                MAX(data_pedido_date) as last_purchase_date
             FROM orders
             ${whereClause}
               AND cliente_fone IS NOT NULL
               AND cliente_fone != ''
             GROUP BY cliente_fone
+        ),
+        rfm_clients AS (
+            SELECT
+                cliente_fone as phone,
+                COALESCE(SUM(quantidade * valor_unitario), 0) as rfm_monetary,
+                COUNT(DISTINCT COALESCE(NULLIF(pedido_id, ''), data_pedido || '_' || valor_pedido::text))::int as rfm_frequency,
+                GREATEST((${recencyReferenceDate} - MAX(data_pedido_date))::int, 0) as recency_days
+            FROM orders
+            WHERE data_pedido_date IS NOT NULL
+              AND data_pedido_date <= ${recencyReferenceDate}
+              AND cliente_fone IS NOT NULL
+              AND cliente_fone != ''
+            GROUP BY cliente_fone
+        )
+        SELECT
+            period_clients.name,
+            period_clients.phone,
+            period_clients.monetary,
+            period_clients.frequency,
+            period_clients.quantity_purchased,
+            period_clients.last_purchase_date,
+            rfm_clients.rfm_monetary,
+            rfm_clients.rfm_frequency,
+            rfm_clients.recency_days
+        FROM period_clients
+        INNER JOIN rfm_clients ON rfm_clients.phone = period_clients.phone
         ORDER BY monetary DESC
         LIMIT 1000;
     `, queryParams);
@@ -284,7 +312,9 @@ const getRfmAnalytics = async (range = {}) => {
         frequency: toNumber(row.frequency),
         quantityPurchased: toNumber(row.quantity_purchased),
         lastPurchaseDate: row.last_purchase_date,
-        recencyDays: toNumber(row.recency_days)
+        recencyDays: toNumber(row.recency_days),
+        rfmFrequency: toNumber(row.rfm_frequency),
+        rfmMonetary: toNumber(row.rfm_monetary)
     }));
 
     const clients = buildRfmClients(baseClients);

backend/test/analyticsService.test.js

@@ -134,6 +134,52 @@ test('buildRfmClients keeps a yesterday buyer in the same high-recency segment w
     assert.equal(sevenDayClients[0].phone, yesterdayClients[0].phone);
 });
 
+test('buildRfmClients scores segments from RFM history when period totals are smaller', () => {
+    const clients = buildRfmClients([
+        {
+            name: 'Champion que comprou ontem',
+            phone: '1',
+            monetary: 100,
+            frequency: 1,
+            quantityPurchased: 1,
+            lastPurchaseDate: '2026-06-14',
+            recencyDays: 0,
+            rfmFrequency: 20,
+            rfmMonetary: 10000
+        },
+        {
+            name: 'Compra alta no periodo',
+            phone: '2',
+            monetary: 1000,
+            frequency: 5,
+            quantityPurchased: 5,
+            lastPurchaseDate: '2026-06-10',
+            recencyDays: 4,
+            rfmFrequency: 1,
+            rfmMonetary: 100
+        },
+        {
+            name: 'Compra media no periodo',
+            phone: '3',
+            monetary: 900,
+            frequency: 4,
+            quantityPurchased: 4,
+            lastPurchaseDate: '2026-06-05',
+            recencyDays: 9,
+            rfmFrequency: 1,
+            rfmMonetary: 50
+        }
+    ]);
+
+    const yesterdayBuyer = clients.find(client => client.phone === '1');
+
+    assert.equal(yesterdayBuyer.segmentKey, 'champions');
+    assert.equal(yesterdayBuyer.frequency, 1);
+    assert.equal(yesterdayBuyer.monetary, 100);
+    assert.equal(yesterdayBuyer.frequencyScore, 3);
+    assert.equal(yesterdayBuyer.monetaryScore, 3);
+});
+
 test('getRfmAnalytics calculates recency against selected range end date', async () => {
     const originalQuery = pool.query;
     const calls = [];
@@ -160,6 +206,7 @@ test('getRfmAnalytics calculates recency against selected range end date', async
         const yesterday = await getRfmAnalytics({ start: '2026-06-14', end: '2026-06-14' });
 
         assert.match(calls[0].sql, /\(\$3::date - MAX\(data_pedido_date\)\)::int/);
+        assert.match(calls[0].sql, /data_pedido_date <= \$3::date/);
         assert.deepEqual(calls[0].params, ['2026-06-09', '2026-06-15', '2026-06-15']);
         assert.deepEqual(calls[1].params, ['2026-06-14', '2026-06-14', '2026-06-14']);
         assert.equal(sevenDays.clients[0].segmentKey, 'champions');