Fix RFM date range consistency
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This commit is contained in:
Cauê Faleiros
2026-06-15 10:48:00 -03:00
parent ac692b8e10
commit fc7a50fddf
8 changed files with 262 additions and 84 deletions

View File

@@ -101,6 +101,35 @@ 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);
return baseClients.map(client => {
const recencyScore = scoreTertile(client.recencyDays, recencyValues, false);
const frequencyScore = scoreTertile(client.frequency, frequencyValues, true);
const monetaryScore = scoreTertile(client.monetary, monetaryValues, true);
const valueScore = Math.min(3, Math.max(1, Math.round((frequencyScore + monetaryScore) / 2)));
const segment = getRfmSegment(recencyScore, valueScore);
return {
...client,
recencyScore,
frequencyScore,
monetaryScore,
valueScore,
rfmScore: `${recencyScore}${frequencyScore}${monetaryScore}`,
segmentKey: segment.key,
segmentLabel: segment.label
};
}).sort((a, b) => {
if (b.recencyScore !== a.recencyScore) return b.recencyScore - a.recencyScore;
if (b.valueScore !== a.valueScore) return b.valueScore - a.valueScore;
return b.monetary - a.monetary;
});
};
const getDashboardAnalytics = async (range = {}) => {
const { params, whereClause } = buildDateFilter(range);
const [totalsResult, salesResult, revenueResult] = await Promise.all([
@@ -222,6 +251,14 @@ const getClientAnalytics = async (range = {}) => {
const getRfmAnalytics = async (range = {}) => {
const { params, whereClause } = buildDateFilter(range);
const queryParams = [...params];
const normalizedEnd = normalizeDateParam(range.end);
const recencyReferenceDate = normalizedEnd ? `$${queryParams.length + 1}::date` : 'CURRENT_DATE';
if (normalizedEnd) {
queryParams.push(normalizedEnd);
}
const result = await pool.query(`
SELECT
MAX(cliente_nome) as name,
@@ -230,7 +267,7 @@ const getRfmAnalytics = async (range = {}) => {
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((CURRENT_DATE - MAX(data_pedido_date))::int, 0) as recency_days
GREATEST((${recencyReferenceDate} - MAX(data_pedido_date))::int, 0) as recency_days
FROM orders
${whereClause}
AND cliente_fone IS NOT NULL
@@ -238,7 +275,7 @@ const getRfmAnalytics = async (range = {}) => {
GROUP BY cliente_fone
ORDER BY monetary DESC
LIMIT 1000;
`, params);
`, queryParams);
const baseClients = result.rows.map(row => ({
name: row.name,
@@ -250,32 +287,7 @@ const getRfmAnalytics = async (range = {}) => {
recencyDays: toNumber(row.recency_days)
}));
const recencyValues = baseClients.map(client => client.recencyDays);
const frequencyValues = baseClients.map(client => client.frequency);
const monetaryValues = baseClients.map(client => client.monetary);
const clients = baseClients.map(client => {
const recencyScore = scoreTertile(client.recencyDays, recencyValues, false);
const frequencyScore = scoreTertile(client.frequency, frequencyValues, true);
const monetaryScore = scoreTertile(client.monetary, monetaryValues, true);
const valueScore = Math.min(3, Math.max(1, Math.round((frequencyScore + monetaryScore) / 2)));
const segment = getRfmSegment(recencyScore, valueScore);
return {
...client,
recencyScore,
frequencyScore,
monetaryScore,
valueScore,
rfmScore: `${recencyScore}${frequencyScore}${monetaryScore}`,
segmentKey: segment.key,
segmentLabel: segment.label
};
}).sort((a, b) => {
if (b.recencyScore !== a.recencyScore) return b.recencyScore - a.recencyScore;
if (b.valueScore !== a.valueScore) return b.valueScore - a.valueScore;
return b.monetary - a.monetary;
});
const clients = buildRfmClients(baseClients);
return {
range: {
@@ -293,6 +305,7 @@ const getRfmAnalytics = async (range = {}) => {
module.exports = {
buildDateFilter,
buildRfmClients,
buildRfmSegments,
getRfmAnalytics,
getRfmSegment,

View File

@@ -2,12 +2,15 @@ const assert = require('node:assert/strict');
const test = require('node:test');
const {
buildRfmClients,
buildRfmSegments,
buildDateFilter,
getRfmAnalytics,
getRfmSegment,
normalizeDateParam,
scoreTertile
} = require('../services/analyticsService');
const { pool } = require('../db');
test('normalizeDateParam accepts strict ISO dates', () => {
assert.equal(normalizeDateParam('2026-05-28'), '2026-05-28');
@@ -29,6 +32,46 @@ test('buildDateFilter builds bounded date predicates', () => {
);
});
test('buildDateFilter builds Hoje as an inclusive single-day date predicate', () => {
const filter = buildDateFilter({ start: '2026-06-15', end: '2026-06-15' });
assert.deepEqual(filter.params, ['2026-06-15', '2026-06-15']);
assert.equal(
filter.whereClause,
'WHERE data_pedido_date IS NOT NULL AND data_pedido_date >= $1::date AND data_pedido_date <= $2::date'
);
});
test('buildDateFilter builds Ontem as an inclusive single-day date predicate', () => {
const filter = buildDateFilter({ start: '2026-06-14', end: '2026-06-14' });
assert.deepEqual(filter.params, ['2026-06-14', '2026-06-14']);
assert.equal(
filter.whereClause,
'WHERE data_pedido_date IS NOT NULL AND data_pedido_date >= $1::date AND data_pedido_date <= $2::date'
);
});
test('buildDateFilter builds Ultimos 7 dias as an inclusive calendar range', () => {
const filter = buildDateFilter({ start: '2026-06-09', end: '2026-06-15' });
assert.deepEqual(filter.params, ['2026-06-09', '2026-06-15']);
assert.equal(
filter.whereClause,
'WHERE data_pedido_date IS NOT NULL AND data_pedido_date >= $1::date AND data_pedido_date <= $2::date'
);
});
test('buildDateFilter builds custom single-day ranges inclusively', () => {
const filter = buildDateFilter({ start: '2026-06-10', end: '2026-06-10' });
assert.deepEqual(filter.params, ['2026-06-10', '2026-06-10']);
assert.equal(
filter.whereClause,
'WHERE data_pedido_date IS NOT NULL AND data_pedido_date >= $1::date AND data_pedido_date <= $2::date'
);
});
test('buildDateFilter ignores invalid bounds', () => {
const filter = buildDateFilter({ start: 'invalid', end: '2026-05-28' });
@@ -77,3 +120,52 @@ test('buildRfmSegments summarizes segment count and revenue', () => {
assert.equal(lost.count, 1);
assert.equal(lost.totalRevenue, 25);
});
test('buildRfmClients keeps a yesterday buyer in the same high-recency segment when it is the only qualifying client', () => {
const sevenDayClients = buildRfmClients([
{ name: 'Cliente Ontem', phone: '1', monetary: 500, frequency: 2, quantityPurchased: 2, lastPurchaseDate: '2026-06-14', recencyDays: 1 }
]);
const yesterdayClients = buildRfmClients([
{ name: 'Cliente Ontem', phone: '1', monetary: 500, frequency: 2, quantityPurchased: 2, lastPurchaseDate: '2026-06-14', recencyDays: 0 }
]);
assert.equal(sevenDayClients[0].segmentKey, 'champions');
assert.equal(yesterdayClients[0].segmentKey, 'champions');
assert.equal(sevenDayClients[0].phone, yesterdayClients[0].phone);
});
test('getRfmAnalytics calculates recency against selected range end date', async () => {
const originalQuery = pool.query;
const calls = [];
pool.query = async (sql, params) => {
calls.push({ sql, params });
return {
rows: [
{
name: 'Cliente Ontem',
phone: '1',
monetary: 500,
frequency: 2,
quantity_purchased: 2,
last_purchase_date: '2026-06-14',
recency_days: params[2] === '2026-06-14' ? 0 : 1
}
]
};
};
try {
const sevenDays = await getRfmAnalytics({ start: '2026-06-09', end: '2026-06-15' });
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.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');
assert.equal(yesterday.clients[0].segmentKey, 'champions');
assert.equal(yesterday.clients[0].recencyDays, 0);
} finally {
pool.query = originalQuery;
}
});