feat: pestaña CRM con % a cliente por canal y cruce ads vs Clientify

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

src/lib/metrics.ts

@@ -393,3 +393,244 @@ export function metricTotalsFromDaily(rows: AdDailyRow[]): MetricTotals {
     cpl: leads > 0 ? spend / leads : 0,
   };
 }
+
+/** CRM lead row used for channel attribution cross. */
+export type CrmLeadRow = {
+  source?: string | null;
+  created_at?: string | null;
+  status?: string | null;
+  tenant_id?: string | null;
+};
+
+/** Map Clientify / UTM sources onto paid channels when possible. */
+export function normalizeLeadChannel(source?: string | null): string {
+  const s = (source || '').toLowerCase().trim();
+  if (!s) return 'otros';
+  if (
+    s === 'meta' ||
+    s === 'facebook' ||
+    s === 'instagram' ||
+    s === 'fb' ||
+    s === 'facebook-leads' ||
+    s.includes('facebook') ||
+    s.includes('instagram')
+  ) {
+    return 'meta';
+  }
+  if (
+    s === 'google' ||
+    s === 'google-ads' ||
+    s === 'google_ads' ||
+    s.startsWith('google') ||
+    s.includes('google ads') ||
+    s.includes('google-ads')
+  ) {
+    return 'google';
+  }
+  if (s === 'inbox_messenger' || s === 'messenger') return 'messenger';
+  if (s.startsWith('integrations')) return 'integrations-api';
+  if (s === 'whatsapp') return 'whatsapp';
+  return s;
+}
+
+export function normalizeLeadStatus(status?: string | null): string {
+  const s = (status || '').toLowerCase().trim();
+  if (!s) return 'sin-estado';
+  if (s === 'cold-lead') return 'lead frío';
+  return s;
+}
+
+export function isClienteStatus(status?: string | null): boolean {
+  return normalizeLeadStatus(status) === 'cliente';
+}
+
+export type CrmFunnelTotals = {
+  total: number;
+  cliente: number;
+  enOportunidad: number;
+  leadFrio: number;
+  leadPerdido: number;
+  other: number;
+  clienteRate: number;
+};
+
+export type CrmChannelStats = {
+  channel: string;
+  leads: number;
+  cliente: number;
+  enOportunidad: number;
+  leadFrio: number;
+  leadPerdido: number;
+  other: number;
+  /** % leads del canal que son cliente (0–100). */
+  clienteRate: number;
+};
+
+export type CrmStatusRow = {
+  status: string;
+  count: number;
+  pct: number;
+};
+
+function bucketStatus(status: string): keyof Omit<CrmFunnelTotals, 'total' | 'clienteRate'> | 'cliente' {
+  if (status === 'cliente') return 'cliente';
+  if (status === 'en oportunidad') return 'enOportunidad';
+  if (
+    status === 'lead frío' ||
+    status === 'lead caliente' ||
+    status === 'lead templado'
+  ) {
+    return 'leadFrio';
+  }
+  if (status === 'lead perdido' || status === 'cliente perdido') {
+    return 'leadPerdido';
+  }
+  return 'other';
+}
+
+export function buildCrmFunnel(leads: CrmLeadRow[]): CrmFunnelTotals {
+  const t: CrmFunnelTotals = {
+    total: leads.length,
+    cliente: 0,
+    enOportunidad: 0,
+    leadFrio: 0,
+    leadPerdido: 0,
+    other: 0,
+    clienteRate: 0,
+  };
+  for (const r of leads) {
+    const b = bucketStatus(normalizeLeadStatus(r.status));
+    t[b] += 1;
+  }
+  t.clienteRate = t.total > 0 ? (100 * t.cliente) / t.total : 0;
+  return t;
+}
+
+export function buildCrmStatusBreakdown(leads: CrmLeadRow[]): CrmStatusRow[] {
+  const map = new Map<string, number>();
+  for (const r of leads) {
+    const st = normalizeLeadStatus(r.status);
+    map.set(st, (map.get(st) || 0) + 1);
+  }
+  const total = leads.length || 1;
+  return [...map.entries()]
+    .map(([status, count]) => ({
+      status,
+      count,
+      pct: (100 * count) / total,
+    }))
+    .sort((a, b) => b.count - a.count);
+}
+
+/** % cliente (ganado) por canal de atribución CRM. */
+export function buildCrmChannelStats(leads: CrmLeadRow[]): CrmChannelStats[] {
+  const map = new Map<
+    string,
+    {
+      leads: number;
+      cliente: number;
+      enOportunidad: number;
+      leadFrio: number;
+      leadPerdido: number;
+      other: number;
+    }
+  >();
+
+  for (const r of leads) {
+    const channel = normalizeLeadChannel(r.source);
+    const cur = map.get(channel) || {
+      leads: 0,
+      cliente: 0,
+      enOportunidad: 0,
+      leadFrio: 0,
+      leadPerdido: 0,
+      other: 0,
+    };
+    cur.leads += 1;
+    const b = bucketStatus(normalizeLeadStatus(r.status));
+    cur[b] += 1;
+    map.set(channel, cur);
+  }
+
+  return [...map.entries()]
+    .map(([channel, v]) => ({
+      channel,
+      ...v,
+      clienteRate: v.leads > 0 ? (100 * v.cliente) / v.leads : 0,
+    }))
+    .sort((a, b) => b.cliente - a.cliente || b.leads - a.leads);
+}
+
+export function filterLeadsByDayRange(
+  rows: CrmLeadRow[],
+  since: string,
+  until: string
+): CrmLeadRow[] {
+  return rows.filter((r) => {
+    const d = (r.created_at || '').slice(0, 10);
+    return d >= since && d <= until;
+  });
+}
+
+export type AttributionChannelRow = {
+  channel: string;
+  spend: number;
+  platformLeads: number;
+  crmLeads: number;
+  gap: number;
+  cplPlatform: number;
+  cplCrm: number;
+};
+
+/**
+ * Cross paid platform leads (ad_daily) vs CRM-attributed leads (Clientify).
+ * Gap = CRM − platform (positive ⇒ CRM claims more than the ad UI).
+ */
+export function attributionCross(
+  daily: AdDailyRow[],
+  leads: CrmLeadRow[]
+): AttributionChannelRow[] {
+  const map = new Map<
+    string,
+    { spend: number; platformLeads: number; crmLeads: number }
+  >();
+
+  for (const r of daily) {
+    const channel = (r.platform || 'otros').toLowerCase();
+    const cur = map.get(channel) || {
+      spend: 0,
+      platformLeads: 0,
+      crmLeads: 0,
+    };
+    cur.spend += n(r.spend);
+    cur.platformLeads += n(r.platform_leads ?? r.conversions);
+    map.set(channel, cur);
+  }
+
+  for (const r of leads) {
+    const channel = normalizeLeadChannel(r.source);
+    const cur = map.get(channel) || {
+      spend: 0,
+      platformLeads: 0,
+      crmLeads: 0,
+    };
+    cur.crmLeads += 1;
+    map.set(channel, cur);
+  }
+
+  return [...map.entries()]
+    .map(([channel, v]) => ({
+      channel,
+      spend: v.spend,
+      platformLeads: v.platformLeads,
+      crmLeads: v.crmLeads,
+      gap: v.crmLeads - v.platformLeads,
+      cplPlatform: v.platformLeads > 0 ? v.spend / v.platformLeads : 0,
+      cplCrm: v.crmLeads > 0 ? v.spend / v.crmLeads : 0,
+    }))
+    .sort(
+      (a, b) =>
+        b.spend - a.spend ||
+        b.crmLeads + b.platformLeads - (a.crmLeads + a.platformLeads)
+    );
+}