fix: MoM mes-en-curso al mes previo real y pipelines CRM históricos

El filtro Online se aplica por rango de fechas; backfill de pipelines para que agosto/YoY no queden en 4 ventas. MoM de «este mes» usa los mismos días del mes anterior.

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

scripts/backfill_deal_pipelines.ts

@@ -0,0 +1,202 @@
+#!/usr/bin/env npx tsx
+/**
+ * Backfill deals.pipeline_id / pipeline_name / source / name from Clientify
+ * for one tenant so KPI Online filter + attribution work for MoM/YoY.
+ *
+ *   TENANT_SLUG=bps npx tsx scripts/backfill_deal_pipelines.ts
+ */
+import { config } from 'dotenv';
+config({ path: '.env.local' });
+
+const CFY = 'https://api.clientify.com/v1';
+const url = process.env.NEXT_PUBLIC_SUPABASE_URL!;
+const key = process.env.SUPABASE_SERVICE_ROLE_KEY!;
+
+function envKey(slug: string) {
+  const s = slug.toUpperCase().replace(/-/g, '_');
+  return (
+    process.env[`CLIENTIFY_API_KEY_${s}`] ||
+    process.env.CLIENTIFY_API_KEY ||
+    ''
+  );
+}
+
+function isPaidAds(s: string) {
+  const x = s.toLowerCase();
+  return (
+    /^(meta|facebook|instagram|google|google ads|google-ads|google_ads)/.test(
+      x
+    ) ||
+    x.includes('facebook') ||
+    x.includes('google ads')
+  );
+}
+
+function normalizeSource(s: string | null | undefined): string | null {
+  const x = (s || '').toLowerCase().trim();
+  if (!x) return null;
+  if (isPaidAds(x)) return x.includes('google') ? 'google' : 'meta';
+  if (x.includes('blue parrot') || x.includes('woocommerce') || x === 'ecommerce')
+    return 'ecommerce';
+  if (x.includes('recomend') || x.includes('amigo')) return 'referral';
+  if (
+    x.includes('nivel') ||
+    x.includes('prueba') ||
+    x.startsWith('test') ||
+    x === 'general' ||
+    x === 'organic' ||
+    x === 'unknown' ||
+    x === 'import' ||
+    x === 'manual'
+  )
+    return 'organic';
+  if (x.startsWith('integrations')) return 'integrations-api';
+  return x.slice(0, 80);
+}
+
+function inferSource(d: {
+  deal_source?: string;
+  contact_source?: string;
+  tags?: string[];
+  name?: string;
+}): string | null {
+  const fromDeal = d.deal_source || d.contact_source || '';
+  const tags = (d.tags || []).join(' ').toLowerCase();
+  if (isPaidAds(fromDeal)) return normalizeSource(fromDeal);
+  if (/facebook|instagram|\bmeta\b|\bfb\b/.test(tags)) return 'meta';
+  if (/google/.test(tags)) return 'google';
+  if (fromDeal) return normalizeSource(fromDeal);
+  if (/woocommerce|ecommerce/.test(tags) || /^order\s+\d+/i.test(d.name || ''))
+    return 'ecommerce';
+  return null;
+}
+
+async function main() {
+  const slug = (process.env.TENANT_SLUG || 'bps').trim();
+  const token = envKey(slug);
+  if (!token || !url || !key) throw new Error('missing env');
+
+  const tenants = await (
+    await fetch(
+      `${url}/rest/v1/tenants?slug=eq.${encodeURIComponent(slug)}&select=id,name`,
+      { headers: { apikey: key, Authorization: `Bearer ${key}` } }
+    )
+  ).json();
+  const tid = tenants[0]?.id as string;
+  if (!tid) throw new Error(`tenant ${slug} not found`);
+  console.log('tenant', tenants[0].name, tid);
+
+  // Load warehouse won deals needing backfill (or all)
+  const wh: {
+    id: string;
+    crm_deal_id: string;
+    lead_id: string | null;
+    pipeline_id: string | null;
+  }[] = [];
+  for (let offset = 0; offset < 100000; offset += 1000) {
+    const chunk = await (
+      await fetch(
+        `${url}/rest/v1/deals?tenant_id=eq.${tid}&stage=eq.won&select=id,crm_deal_id,lead_id,pipeline_id&order=won_at.desc.nullslast&limit=1000&offset=${offset}`,
+        { headers: { apikey: key, Authorization: `Bearer ${key}` } }
+      )
+    ).json();
+    if (!Array.isArray(chunk) || !chunk.length) break;
+    wh.push(...chunk);
+    if (chunk.length < 1000) break;
+  }
+  const byCrm = new Map(wh.map((d) => [d.crm_deal_id.replace(/^clientify:/, ''), d]));
+  console.log('warehouse won', wh.length);
+
+  // Lead sources for attribution priority
+  const leadSrc = new Map<string, string>();
+  const leadIds = [...new Set(wh.map((d) => d.lead_id).filter(Boolean))] as string[];
+  for (let i = 0; i < leadIds.length; i += 200) {
+    const ids = leadIds.slice(i, i + 200);
+    const rows = await (
+      await fetch(
+        `${url}/rest/v1/leads?id=in.(${ids.join(',')})&select=id,source`,
+        { headers: { apikey: key, Authorization: `Bearer ${key}` } }
+      )
+    ).json();
+    if (Array.isArray(rows)) {
+      for (const r of rows) if (r.source) leadSrc.set(r.id, r.source);
+    }
+  }
+
+  let page = 1;
+  let patched = 0;
+  let seen = 0;
+  while (page <= 200) {
+    const j = await (
+      await fetch(
+        `${CFY}/deals/?page_size=100&page=${page}&status=3&ordering=-actual_closed_date`,
+        { headers: { Authorization: `Token ${token}` } }
+      )
+    ).json();
+    const results = j.results || [];
+    if (!results.length) break;
+
+    for (const d of results) {
+      seen++;
+      const did = String(d.id);
+      const row = byCrm.get(did);
+      if (!row) continue;
+
+      const pipeUrl = String(d.pipeline || '');
+      const pipeline_id = pipeUrl.includes('/pipelines/')
+        ? pipeUrl.replace(/\/$/, '').split('/').pop() || null
+        : null;
+      const pipeline_name = d.pipeline_desc || null;
+
+      const fromLead = row.lead_id ? leadSrc.get(row.lead_id) : null;
+      let source: string | null = null;
+      if (fromLead && isPaidAds(fromLead)) source = normalizeSource(fromLead);
+      else {
+        const inferred = inferSource(d);
+        if (inferred && isPaidAds(inferred)) source = inferred;
+        else if (fromLead) source = normalizeSource(fromLead);
+        else source = inferred;
+      }
+      if (
+        !source &&
+        (pipeline_id === '77547' || /online/i.test(pipeline_name || ''))
+      ) {
+        source = 'ecommerce';
+      }
+
+      const r = await fetch(`${url}/rest/v1/deals?id=eq.${row.id}`, {
+        method: 'PATCH',
+        headers: {
+          apikey: key,
+          Authorization: `Bearer ${key}`,
+          'Content-Type': 'application/json',
+          Prefer: 'return=minimal',
+        },
+        body: JSON.stringify({
+          pipeline_id,
+          pipeline_name,
+          source,
+          name: d.name || null,
+        }),
+      });
+      if (r.ok) patched++;
+    }
+
+    const oldest = (results[results.length - 1].actual_closed_date || '').slice(
+      0,
+      10
+    );
+    console.log(`page ${page} seen=${seen} patched=${patched} oldest=${oldest}`);
+    if (!j.next) break;
+    // Stop if we've gone past all warehouse deals' likely range
+    if (oldest && oldest < '2024-01-01') break;
+    page++;
+  }
+
+  console.log('DONE', { seen, patched, warehouse: wh.length });
+}
+
+main().catch((e) => {
+  console.error(e);
+  process.exit(1);
+});

src/lib/metrics.ts

@@ -252,6 +252,23 @@ export function buildRangeDeltas(
     );
     momSince = isoDate(prevMonthStart);
     momUntil = prevMonthEnd;
+  } else if (
+    sinceD.getUTCDate() === 1 &&
+    sinceD.getUTCMonth() === untilD.getUTCMonth() &&
+    sinceD.getUTCFullYear() === untilD.getUTCFullYear()
+  ) {
+    // Month-to-date (e.g. 1–27 sep) → same days previous calendar month (1–27 ago).
+    const prev = new Date(
+      Date.UTC(sinceD.getUTCFullYear(), sinceD.getUTCMonth() - 1, 1)
+    );
+    momSince = isoDate(prev);
+    const prevLast = new Date(
+      Date.UTC(prev.getUTCFullYear(), prev.getUTCMonth() + 1, 0)
+    ).getUTCDate();
+    const day = Math.min(untilD.getUTCDate(), prevLast);
+    momUntil = isoDate(
+      new Date(Date.UTC(prev.getUTCFullYear(), prev.getUTCMonth(), day))
+    );
   } else {
     momUntil = shiftIsoDays(since, -1);
     momSince = shiftIsoDays(momUntil, -(span - 1));
@@ -557,15 +574,17 @@ export function filterDealsForRange(
   since: string | null,
   until: string | null
 ): DealWonRow[] {
-  const won = preferOnlinePaidDeals(
+  const won = deals.filter((d) => !d.stage || d.stage === 'won');
-    deals.filter((d) => !d.stage || d.stage === 'won')
+  const inRange =
-  );
+    since && until
-  if (!since || !until) return won;
+      ? won.filter((d) => {
-  return won.filter((d) => {
+          const day = (d.won_at || '').slice(0, 10);
-    const day = (d.won_at || '').slice(0, 10);
+          if (!day) return false;
-    if (!day) return false;
+          return day >= since && day <= until;
-    return day >= since && day <= until;
+        })
-  });
+      : won;
+  // Online filter after the date window so MoM/YoY months are independent.
+  return preferOnlinePaidDeals(inRange);
 }
 
 /** Overlay CRM won deals onto ad spend/leads totals. */
@@ -757,9 +776,8 @@ export function resolveWonCohort(
   deals: DealWonRow[],
   leads: CrmLeadRow[]
 ): { deals: DealWonRow[]; source: 'deals' | 'cliente_leads' | 'none' } {
-  const won = preferOnlinePaidDeals(
+  // Keep all won deals here; Online/paid filter runs per date range.
-    deals.filter((d) => !d.stage || d.stage === 'won')
+  const won = 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' };