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graphs/backend/services/analyticsService.js
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Aggregate RFM period buyers by prior tag
2026-06-15 13:39:04 -03:00

381 lines
14 KiB
JavaScript

const { pool } = require('../db');
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}))*)$';
const PRODUCT_NAME_SQL = `
CASE
WHEN COALESCE(produto_descricao, 'Unknown') ILIKE 'ETIQUETA%' THEN COALESCE(produto_descricao, 'Unknown')
ELSE NULLIF(TRIM(regexp_replace(split_part(COALESCE(produto_descricao, 'Unknown'), ' TAMANHO', 1), '${SIZE_SUFFIX_SQL_PATTERN}', '', 'i')), '')
END
`;
const normalizeDateParam = (value) => {
if (!value) return null;
const match = String(value).trim().match(/^(\d{4})-(\d{2})-(\d{2})$/);
if (!match) return null;
const [, yearValue, monthValue, dayValue] = match;
const year = Number(yearValue);
const month = Number(monthValue);
const day = Number(dayValue);
const date = new Date(Date.UTC(year, month - 1, day));
if (
date.getUTCFullYear() !== year ||
date.getUTCMonth() !== month - 1 ||
date.getUTCDate() !== day
) {
return null;
}
return `${yearValue}-${monthValue}-${dayValue}`;
};
const buildDateFilter = ({ start, end } = {}) => {
const params = [];
const filters = ['data_pedido_date IS NOT NULL'];
const normalizedStart = normalizeDateParam(start);
const normalizedEnd = normalizeDateParam(end);
if (normalizedStart) {
params.push(normalizedStart);
filters.push(`data_pedido_date >= $${params.length}::date`);
}
if (normalizedEnd) {
params.push(normalizedEnd);
filters.push(`data_pedido_date <= $${params.length}::date`);
}
return {
params,
whereClause: `WHERE ${filters.join(' AND ')}`
};
};
const getPreviousDate = (value) => {
const normalizedDate = normalizeDateParam(value);
if (!normalizedDate) return null;
const date = new Date(`${normalizedDate}T00:00:00.000Z`);
date.setUTCDate(date.getUTCDate() - 1);
return date.toISOString().slice(0, 10);
};
const toNumber = (value) => Number(value || 0);
const RFM_SEGMENTS = {
'3-3': { key: 'champions', label: 'Champions' },
'3-2': { key: 'potential_loyalists', label: 'Potenciais Leais' },
'3-1': { key: 'new_customers', label: 'Novos Clientes' },
'2-3': { key: 'loyal_customers', label: 'Clientes Leais' },
'2-2': { key: 'need_attention', label: 'Precisam de Atenção' },
'2-1': { key: 'about_to_sleep', label: 'Quase Dormindo' },
'1-3': { key: 'at_risk', label: 'Em Risco' },
'1-2': { key: 'hibernating', label: 'Hibernando' },
'1-1': { key: 'lost', label: 'Perdidos' }
};
const scoreTertile = (value, values, higherIsBetter = true) => {
const numericValues = values.map(toNumber).filter(Number.isFinite);
if (!numericValues.length) return 1;
if (numericValues.length === 1) return 3;
const min = Math.min(...numericValues);
const max = Math.max(...numericValues);
if (min === max) return higherIsBetter ? 2 : 3;
const sorted = [...numericValues].sort((a, b) => higherIsBetter ? a - b : b - a);
const index = sorted.findIndex(candidate => candidate === toNumber(value));
const percentile = index / (sorted.length - 1);
return Math.min(3, Math.max(1, Math.floor(percentile * 3) + 1));
};
const getRfmSegment = (recencyScore, valueScore) => {
return RFM_SEGMENTS[`${recencyScore}-${valueScore}`] || RFM_SEGMENTS['1-1'];
};
const buildRfmSegments = (clients) => {
return Object.values(RFM_SEGMENTS).map(segment => {
const segmentClients = clients.filter(client => client.segmentKey === segment.key);
const totalRevenue = segmentClients.reduce((sum, client) => sum + client.monetary, 0);
return {
...segment,
count: segmentClients.length,
totalRevenue,
averageRevenue: segmentClients.length ? totalRevenue / segmentClients.length : 0
};
});
};
const buildRfmClients = (baseClients) => {
const recencyValues = baseClients.map(client => client.recencyDays);
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(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);
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([
pool.query(`
SELECT
COALESCE(SUM(quantidade * valor_unitario), 0) as total_revenue,
COALESCE(SUM(quantidade), 0) as total_items,
COUNT(*)::int as order_line_count
FROM orders
${whereClause};
`, params),
pool.query(`
SELECT
COALESCE(${PRODUCT_NAME_SQL}, 'Unknown') as name,
MAX(produto_id) as id,
COALESCE(SUM(quantidade), 0) as value
FROM orders
${whereClause}
GROUP BY name
ORDER BY value DESC
LIMIT 10;
`, params),
pool.query(`
SELECT
COALESCE(${PRODUCT_NAME_SQL}, 'Unknown') as name,
MAX(produto_id) as id,
COALESCE(SUM(quantidade * valor_unitario), 0) as value
FROM orders
${whereClause}
GROUP BY name
ORDER BY value DESC
LIMIT 10;
`, params)
]);
const totals = totalsResult.rows[0] || {};
const orderLineCount = toNumber(totals.order_line_count);
const totalRevenue = toNumber(totals.total_revenue);
return {
range: {
start: normalizeDateParam(range.start),
end: normalizeDateParam(range.end)
},
totalRevenue,
totalOrders: toNumber(totals.total_items),
orderLineCount,
averageOrderValue: orderLineCount ? totalRevenue / orderLineCount : 0,
salesByProduct: salesResult.rows.map(row => ({
name: row.name,
id: row.id,
value: toNumber(row.value)
})),
revenueByProduct: revenueResult.rows.map(row => ({
name: row.name,
id: row.id,
value: toNumber(row.value)
}))
};
};
const getProductAnalytics = async (range = {}) => {
const { params, whereClause } = buildDateFilter(range);
const result = await pool.query(`
SELECT
COALESCE(${PRODUCT_NAME_SQL}, 'Unknown') as name,
MAX(produto_id) as id,
COALESCE(SUM(quantidade), 0) as quantity_sold,
COALESCE(SUM(quantidade * valor_unitario), 0) as revenue,
COUNT(*)::int as order_line_count,
MIN(data_pedido_date) as first_sale_date,
MAX(data_pedido_date) as last_sale_date
FROM orders
${whereClause}
GROUP BY name
ORDER BY revenue DESC, quantity_sold DESC
LIMIT 500;
`, params);
return result.rows.map(row => ({
name: row.name,
id: row.id,
quantitySold: toNumber(row.quantity_sold),
revenue: toNumber(row.revenue),
orderLineCount: toNumber(row.order_line_count),
firstSaleDate: row.first_sale_date,
lastSaleDate: row.last_sale_date
}));
};
const getClientAnalytics = async (range = {}) => {
const { params, whereClause } = buildDateFilter(range);
const result = await pool.query(`
SELECT
MAX(cliente_nome) as name,
cliente_fone as phone,
COALESCE(SUM(quantidade), 0) as quantity_purchased,
COALESCE(SUM(quantidade * valor_unitario), 0) as total_spent,
COUNT(*)::int as order_line_count,
MAX(data_pedido_date) as last_purchase_date
FROM orders
${whereClause}
AND cliente_fone IS NOT NULL
AND cliente_fone != ''
GROUP BY cliente_fone
ORDER BY total_spent DESC
LIMIT 500;
`, params);
return result.rows.map(row => ({
name: row.name,
phone: row.phone,
quantityPurchased: toNumber(row.quantity_purchased),
totalSpent: toNumber(row.total_spent),
orderLineCount: toNumber(row.order_line_count),
lastPurchaseDate: row.last_purchase_date
}));
};
const getRfmAnalytics = async (range = {}) => {
const { params, whereClause } = buildDateFilter(range);
const normalizedStart = normalizeDateParam(range.start);
const normalizedEnd = normalizeDateParam(range.end);
const tagReference = getPreviousDate(normalizedStart) || normalizedEnd;
const recencyReferenceDate = tagReference ? '$1::date' : 'CURRENT_DATE';
const historyParams = tagReference ? [tagReference] : [];
const [periodResult, historyResult] = await Promise.all([
pool.query(`
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
FROM orders
${whereClause}
AND cliente_fone IS NOT NULL
AND cliente_fone != ''
GROUP BY cliente_fone
ORDER BY monetary DESC
LIMIT 1000;
`, params),
pool.query(`
SELECT
MAX(cliente_nome) as name,
cliente_fone as phone,
COALESCE(SUM(quantidade * valor_unitario), 0) as monetary,
COUNT(DISTINCT COALESCE(NULLIF(pedido_id, ''), data_pedido || '_' || valor_pedido::text))::int as frequency,
COALESCE(SUM(quantidade), 0) as quantity_purchased,
MAX(data_pedido_date) as last_purchase_date,
GREATEST((${recencyReferenceDate} - MAX(data_pedido_date))::int, 0) as recency_days
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;
`, historyParams)
]);
const historyClients = buildRfmClients(historyResult.rows.map(row => ({
name: row.name,
phone: row.phone,
monetary: toNumber(row.monetary),
frequency: toNumber(row.frequency),
quantityPurchased: toNumber(row.quantity_purchased),
lastPurchaseDate: row.last_purchase_date,
recencyDays: toNumber(row.recency_days)
})));
const tagsByPhone = new Map(historyClients.map(client => [client.phone, client]));
const clients = periodResult.rows.map(row => {
const taggedClient = tagsByPhone.get(row.phone);
if (!taggedClient) {
const newCustomerSegment = getRfmSegment(3, 1);
return {
name: row.name,
phone: row.phone,
monetary: toNumber(row.monetary),
frequency: toNumber(row.frequency),
quantityPurchased: toNumber(row.quantity_purchased),
lastPurchaseDate: row.last_purchase_date,
recencyDays: 0,
recencyScore: 3,
frequencyScore: 1,
monetaryScore: 1,
valueScore: 1,
rfmScore: '311',
segmentKey: newCustomerSegment.key,
segmentLabel: newCustomerSegment.label
};
}
return {
...taggedClient,
name: row.name,
phone: row.phone,
monetary: toNumber(row.monetary),
frequency: toNumber(row.frequency),
quantityPurchased: toNumber(row.quantity_purchased),
lastPurchaseDate: row.last_purchase_date
};
}).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;
});
return {
range: {
start: normalizeDateParam(range.start),
end: normalizeDateParam(range.end)
},
clients,
segments: buildRfmSegments(clients),
matrix: {
recencyScores: [3, 2, 1],
valueScores: [1, 2, 3]
}
};
};
module.exports = {
buildDateFilter,
buildRfmClients,
buildRfmSegments,
getPreviousDate,
getRfmAnalytics,
getRfmSegment,
getClientAnalytics,
getDashboardAnalytics,
getProductAnalytics,
normalizeDateParam,
scoreTertile
};