fix: ventas KPI = Online Clientify (89) y atribución por fuente real

Excluye Málaga del cohort; enriquece source desde lead/Clientify para que el cruce ads vs CRM deje de volcar todo en sin-atribuir.

Co-authored-by: Cursor <cursoragent@cursor.com>

scripts/sync_clientify_tenant.py

@@ -281,6 +281,25 @@ def main() -> int:
             pipe_id = ""
             if "/pipelines/" in pipe_url:
                 pipe_id = pipe_url.rstrip("/").split("/")[-1]
+            raw_src = (
+                d.get("deal_source")
+                or d.get("contact_source")
+                or ""
+            )
+            if isinstance(raw_src, str):
+                raw_src = raw_src.strip()[:80]
+            else:
+                raw_src = ""
+            tags = d.get("tags") or []
+            tag_blob = " ".join(str(t) for t in tags).lower() if isinstance(tags, list) else ""
+            name = (d.get("name") or "")[:200]
+            if not raw_src:
+                if any(x in tag_blob for x in ("facebook", "instagram", "meta", " fb ")):
+                    raw_src = "meta"
+                elif "google" in tag_blob:
+                    raw_src = "google"
+                elif "woocommerce" in tag_blob or name.lower().startswith("order "):
+                    raw_src = "ecommerce"
             row = {
                 "id": str(uuid.uuid5(uuid.NAMESPACE_URL, f"clientify-deal:{tid}:{did}")),
                 "tenant_id": tid,
@@ -292,6 +311,8 @@ def main() -> int:
                 "lost_at": closed if stage == "lost" else None,
                 "pipeline_id": pipe_id or None,
                 "pipeline_name": (d.get("pipeline_desc") or None),
+                "source": raw_src.lower() if raw_src else None,
+                "name": name or None,
             }
             rows.append(row)
 

sql/deals_source.sql

@@ -0,0 +1,4 @@
+-- Attribution source on deals (Clientify deal_source / contact / lead).
+ALTER TABLE public.deals
+  ADD COLUMN IF NOT EXISTS source text,
+  ADD COLUMN IF NOT EXISTS name text;

src/app/api/webhooks/clientify/route.ts

@@ -268,11 +268,28 @@ async function upsertDeal(tenantId: string, d: Json) {
     }
   }
   const closed = str(d.actual_closed_date, 40);
-  const pipeUrl = str(d.pipeline, 200);
+  const pipeUrl = str(d.pipeline, 200) || '';
   let pipelineId: string | null = null;
   if (pipeUrl.includes('/pipelines/')) {
     pipelineId = pipeUrl.replace(/\/$/, '').split('/').pop() || null;
   }
+  const tags = Array.isArray(d.tags) ? d.tags.map(String) : [];
+  const tagBlob = tags.join(' ').toLowerCase();
+  const dealName = str(d.name, 200) || '';
+  let source =
+    str(d.deal_source, 80) ||
+    str(d.contact_source, 80) ||
+    '';
+  if (!source) {
+    if (/facebook|instagram|\bmeta\b|\bfb\b/.test(tagBlob)) source = 'meta';
+    else if (/google/.test(tagBlob)) source = 'google';
+    else if (
+      /woocommerce|ecommerce/.test(tagBlob) ||
+      /^order\s+\d+/i.test(dealName)
+    ) {
+      source = 'ecommerce';
+    }
+  }
   const row = {
     id,
     tenant_id: tenantId,
@@ -284,6 +301,8 @@ async function upsertDeal(tenantId: string, d: Json) {
     lost_at: stage === 'lost' && closed ? closed : null,
     pipeline_id: pipelineId,
     pipeline_name: str(d.pipeline_desc, 120) || null,
+    source: source ? source.toLowerCase() : null,
+    name: dealName || null,
   };
   const base = supabaseUrl();
   await fetch(

src/app/dashboard/kpis/page.tsx

@@ -138,7 +138,10 @@ async function fetchWonDeals(
   tenantId: string | null,
   useServiceRole: boolean
 ): Promise<DealWonRow[]> {
-  const select = 'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name';
+  const select =
+    'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,source,name,lead_id';
+  const selectFallback =
+    'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,lead_id';
   const pageSize = 1000;
   const out: DealWonRow[] = [];
 
@@ -149,32 +152,107 @@ async function fetchWonDeals(
     const tidFilter = tenantId
       ? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
       : '';
+    let useSelect = select;
     for (let offset = 0; offset < 50000; offset += pageSize) {
       const r = await fetch(
-        `${base}/rest/v1/deals?select=${select}${tidFilter}&stage=eq.won&order=won_at.desc.nullslast&limit=${pageSize}&offset=${offset}`,
+        `${base}/rest/v1/deals?select=${useSelect}${tidFilter}&stage=eq.won&order=won_at.desc.nullslast&limit=${pageSize}&offset=${offset}`,
         { headers, cache: 'no-store' }
       );
-      if (!r.ok) break;
+      if (!r.ok) {
+        if (useSelect !== selectFallback && offset === 0) {
+          useSelect = selectFallback;
+          offset = -pageSize;
+          continue;
+        }
+        break;
+      }
       const chunk = (await r.json()) as DealWonRow[];
       out.push(...chunk);
       if (chunk.length < pageSize) break;
     }
-    return out;
+  } else {
+    const supabase = await createClient();
+    let useSelect = select;
+    for (let offset = 0; offset < 50000; offset += pageSize) {
+      const { data, error } = await supabase
+        .from('deals')
+        .select(useSelect)
+        .eq('stage', 'won')
+        .order('won_at', { ascending: false, nullsFirst: false })
+        .range(offset, offset + pageSize - 1);
+      if (error && useSelect !== selectFallback && offset === 0) {
+        useSelect = selectFallback;
+        offset = -pageSize;
+        continue;
+      }
+      if (error) break;
+      const chunk = (data as DealWonRow[]) || [];
+      out.push(...chunk);
+      if (chunk.length < pageSize) break;
+    }
   }
 
-  const supabase = await createClient();
+  return enrichDealSources(out, tenantId, useServiceRole);
-  for (let offset = 0; offset < 50000; offset += pageSize) {
+}
-    const { data } = await supabase
+
-      .from('deals')
+/** Fill deal.source from linked lead when missing. */
-      .select(select)
+async function enrichDealSources(
-      .eq('stage', 'won')
+  deals: DealWonRow[],
-      .order('won_at', { ascending: false, nullsFirst: false })
+  tenantId: string | null,
-      .range(offset, offset + pageSize - 1);
+  useServiceRole: boolean
-    const chunk = (data as DealWonRow[]) || [];
+): Promise<DealWonRow[]> {
-    out.push(...chunk);
+  const need = deals.filter((d) => !d.source && d.lead_id);
-    if (chunk.length < pageSize) break;
+  if (!need.length) {
+    return deals.map((d) => ({
+      ...d,
+      source:
+        d.source ||
+        (/^order\s+\d+/i.test(d.name || '') ? 'ecommerce' : d.source) ||
+        null,
+    }));
   }
-  return out;
+  const leadIds = [...new Set(need.map((d) => d.lead_id!).filter(Boolean))];
+  const leadSource = new Map<string, string>();
+
+  if (useServiceRole) {
+    const headers = serviceHeaders();
+    const base = supabaseUrl();
+    if (headers && base) {
+      for (let i = 0; i < leadIds.length; i += 200) {
+        const chunk = leadIds.slice(i, i + 200);
+        const tidFilter = tenantId
+          ? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
+          : '';
+        const r = await fetch(
+          `${base}/rest/v1/leads?select=id,source&id=in.(${chunk.map(encodeURIComponent).join(',')})${tidFilter}`,
+          { headers, cache: 'no-store' }
+        );
+        if (!r.ok) continue;
+        const rows = (await r.json()) as { id: string; source?: string }[];
+        for (const row of rows) {
+          if (row.source) leadSource.set(row.id, row.source);
+        }
+      }
+    }
+  } else {
+    const supabase = await createClient();
+    for (let i = 0; i < leadIds.length; i += 200) {
+      const chunk = leadIds.slice(i, i + 200);
+      const { data } = await supabase
+        .from('leads')
+        .select('id,source')
+        .in('id', chunk);
+      for (const row of (data as { id: string; source?: string }[]) || []) {
+        if (row.source) leadSource.set(row.id, row.source);
+      }
+    }
+  }
+
+  return deals.map((d) => {
+    let source = d.source || (d.lead_id ? leadSource.get(d.lead_id) : null) || null;
+    if (!source && /^order\s+\d+/i.test(d.name || '')) source = 'ecommerce';
+    return { ...d, source };
+  });
 }
 
 export default async function KpisPage() {

src/components/MetricsDashboard.tsx

@@ -492,7 +492,9 @@ export default function MetricsDashboard({
             <p className="text-xs text-gray-600 mt-0.5">
               Leads plat = conversiones ads. Leads CRM = altas Clientify por
               fuente. Ventas = nº deals ganados; Importe = amount Clientify.
-              Sin fuente de contacto → canal sin-atribuir.
+              Ventas = deals ganados Online (importe > 0), como el board
+              Clientify. Fuente del contacto → canal (meta / google /
+              ecommerce…). Sin fuente → sin-atribuir.
             </p>
           </div>
           <p className="text-xs text-gray-600 shrink-0 font-medium">

src/lib/metrics.ts

@@ -530,20 +530,26 @@ export type DealWonRow = {
   source?: string | null;
   pipeline_id?: string | null;
   pipeline_name?: string | null;
+  lead_id?: string | null;
+  name?: string | null;
 };
 
 /**
- * Match Clientify board «Online» (paid won). If the tenant has an Online
+ * Match Clientify board «Online» (paid won).
- * pipeline, prefer it so totals match the board; otherwise keep all paid won.
+ * When an Online pipeline exists in the set, exclude other pipelines (e.g. Málaga).
+ * If no pipeline metadata at all, keep all paid won.
  */
 export function preferOnlinePaidDeals(deals: DealWonRow[]): DealWonRow[] {
   const paid = deals.filter((d) => n(d.amount) > 0);
-  const online = paid.filter((d) => {
+  const withPipe = paid.filter((d) => d.pipeline_id || d.pipeline_name);
+  if (!withPipe.length) return paid;
+  const online = withPipe.filter((d) => {
     const id = String(d.pipeline_id || '');
-    const name = d.pipeline_name || '';
+    const name = (d.pipeline_name || '').trim();
-    return id === '77547' || /online/i.test(name);
+    return id === '77547' || /^online$/i.test(name) || /^online\b/i.test(name);
   });
-  return online.length ? online : paid;
+  if (online.length) return online;
+  return paid;
 }
 
 export function filterDealsForRange(
@@ -653,12 +659,57 @@ export function normalizeLeadChannel(source?: string | null): string {
   ) {
     return 'google';
   }
+  if (
+    s === 'ecommerce' ||
+    s === 'woocommerce' ||
+    s === 'shopify' ||
+    s.includes('woocommerce') ||
+    s.includes('ecommerce') ||
+    s.includes('blue parrot')
+  ) {
+    return 'ecommerce';
+  }
+  if (s.includes('recomend') || s.includes('amigo') || s === 'referral') {
+    return 'referral';
+  }
+  if (
+    s.includes('nivel') ||
+    s.includes('prueba') ||
+    s.startsWith('test') ||
+    s === 'general' ||
+    s === 'organic' ||
+    s === 'unknown' ||
+    s === 'import' ||
+    s === 'manual'
+  ) {
+    return 'organic';
+  }
   if (s === 'inbox_messenger' || s === 'messenger') return 'messenger';
   if (s.startsWith('integrations')) return 'integrations-api';
   if (s === 'whatsapp') return 'whatsapp';
   return s;
 }
 
+/** Infer channel source for a won deal (Clientify deal_source / lead / order name). */
+export function inferDealSource(d: {
+  source?: string | null;
+  name?: string | null;
+  tags?: string[] | null;
+}): string {
+  const raw = (d.source || '').trim();
+  if (raw) return normalizeLeadChannel(raw);
+  const tags = (d.tags || []).join(' ').toLowerCase();
+  if (/facebook|instagram|\bmeta\b|\bfb\b/.test(tags)) return 'meta';
+  if (/google/.test(tags)) return 'google';
+  if (
+    /woocommerce|ecommerce/.test(tags) ||
+    /^order\s+\d+/i.test(d.name || '')
+  ) {
+    return 'ecommerce';
+  }
+  return '';
+}
+
 export function normalizeLeadStatus(status?: string | null): string {
   const s = (status || '').toLowerCase().trim();
   if (!s) return 'sin-estado';
@@ -706,7 +757,9 @@ export function resolveWonCohort(
   deals: DealWonRow[],
   leads: CrmLeadRow[]
 ): { deals: DealWonRow[]; source: 'deals' | 'cliente_leads' | 'none' } {
-  const won = deals.filter((d) => !d.stage || d.stage === 'won');
+  const won = preferOnlinePaidDeals(
+    deals.filter((d) => !d.stage || d.stage === 'won')
+  );
   if (won.length) return { deals: won, source: 'deals' };
   const fromLeads = clienteLeadsAsWonDeals(leads);
   if (fromLeads.length) return { deals: fromLeads, source: 'cliente_leads' };
@@ -924,8 +977,10 @@ export function attributionCross(
 
   for (const d of preferOnlinePaidDeals(deals)) {
     if (d.stage && d.stage !== 'won') continue;
-    const raw = (d.source || '').trim();
+    const channel =
-    const channel = raw ? normalizeLeadChannel(raw) : 'sin-atribuir';
+      inferDealSource(d) ||
+      (d.source ? normalizeLeadChannel(d.source) : '') ||
+      'sin-atribuir';
     const cur = ensure(channel);
     cur.ventas += 1;
     cur.importe += n(d.amount);