feat: pestaña CRM con % a cliente por canal y cruce ads vs Clientify
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
@@ -33,6 +33,7 @@ MAP={
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'2508925045':'a5a250b4-e79a-4cb3-bfa1-4f9a6d908a03',
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'4418211066':'48919ad2-6af0-4ef0-96a3-fd9ca0a46cd2',
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'1323363601':'0b3c5fc0-6901-4caf-b26a-b6a0201d8541',
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'1064441284':'8bec977a-6032-4759-aa7f-b5042081f450', # BPS / Blue Parrot School
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}
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def call(method, path, body=None):
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138
src/app/dashboard/crm/page.tsx
Normal file
138
src/app/dashboard/crm/page.tsx
Normal file
@@ -0,0 +1,138 @@
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import React from 'react';
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import { createClient } from '@/lib/supabase/server';
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import { redirect } from 'next/navigation';
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import CrmDashboard from '@/components/CrmDashboard';
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import CrmPortfolioBoard from '@/components/CrmPortfolioBoard';
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import { resolveActiveTenant } from '@/lib/tenant-context';
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import { AdDailyRow, CrmLeadRow } from '@/lib/metrics';
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import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
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export const dynamic = 'force-dynamic';
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async function fetchCrmLeads(
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tenantId: string | null,
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useServiceRole: boolean,
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includeTenantId: boolean
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): Promise<CrmLeadRow[]> {
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const select = includeTenantId
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? 'tenant_id,source,created_at,status'
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: 'source,created_at,status';
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const pageSize = 1000;
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const out: CrmLeadRow[] = [];
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if (useServiceRole) {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return [];
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const tidFilter = tenantId
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? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
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: '';
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for (let offset = 0; offset < 80000; offset += pageSize) {
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const r = await fetch(
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`${base}/rest/v1/leads?select=${select}${tidFilter}&crm=eq.clientify&order=created_at.desc&limit=${pageSize}&offset=${offset}`,
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{ headers, cache: 'no-store' }
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);
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if (!r.ok) break;
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const chunk = (await r.json()) as CrmLeadRow[];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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return out;
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}
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const supabase = await createClient();
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for (let offset = 0; offset < 80000; offset += pageSize) {
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const { data } = await supabase
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.from('leads')
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.select(select)
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.eq('crm', 'clientify')
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.order('created_at', { ascending: false })
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.range(offset, offset + pageSize - 1);
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const chunk = (data as CrmLeadRow[]) || [];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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return out;
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}
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async function fetchAdDaily(
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tenantId: string | null,
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useServiceRole: boolean
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): Promise<AdDailyRow[]> {
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if (useServiceRole) {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return [];
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const tidFilter = tenantId
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? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
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: '';
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const r = await fetch(
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`${base}/rest/v1/ad_daily?select=date,platform,spend,platform_leads${tidFilter}&order=date.desc&limit=5000`,
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{ headers, cache: 'no-store' }
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);
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if (!r.ok) return [];
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return (await r.json()) as AdDailyRow[];
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}
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const supabase = await createClient();
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const { data } = await supabase
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.from('ad_daily')
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.select('date,platform,spend,platform_leads')
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.order('date', { ascending: false })
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.limit(5000);
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return (data as AdDailyRow[]) || [];
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}
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async function fetchTenantNames(): Promise<Record<string, string>> {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return {};
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const r = await fetch(`${base}/rest/v1/tenants?select=id,name,slug`, {
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headers,
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cache: 'no-store',
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});
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if (!r.ok) return {};
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const rows = (await r.json()) as { id: string; name: string; slug: string }[];
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const map: Record<string, string> = {};
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for (const t of rows) map[t.id] = t.name || t.slug;
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return map;
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}
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export default async function CrmPage() {
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const supabase = await createClient();
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const {
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data: { user },
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} = await supabase.auth.getUser();
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if (!user) redirect('/login');
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const ctx = await resolveActiveTenant(user);
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const agency = isAgencyRole(userRole(user));
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const useService = agency && (ctx.portfolioWide || ctx.viaView);
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if (agency && ctx.portfolioWide) {
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const [leads, names] = await Promise.all([
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fetchCrmLeads(null, true, true),
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fetchTenantNames(),
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]);
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return (
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<CrmPortfolioBoard
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leads={leads}
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tenantNames={names}
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/>
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);
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}
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const tenantId = ctx.tenantId;
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const [crmLeads, dailyRows] = await Promise.all([
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fetchCrmLeads(tenantId, useService, false),
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fetchAdDaily(tenantId, useService),
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]);
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return (
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<CrmDashboard
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label={ctx.label}
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portfolioWide={false}
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crmLeads={crmLeads}
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dailyRows={dailyRows}
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/>
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);
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}
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@@ -5,6 +5,7 @@ import MetricsDashboard from '@/components/MetricsDashboard';
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import { resolveActiveTenant, restGet } from '@/lib/tenant-context';
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import {
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AdDailyRow,
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CrmLeadRow,
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KpiWeeklyRow,
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buildChannelSeries,
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buildComparisons,
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@@ -12,10 +13,55 @@ import {
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sumDaily,
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sumWeekly,
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} from '@/lib/metrics';
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import { isAgencyRole, userRole } from '@/lib/agency';
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import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
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export const dynamic = 'force-dynamic';
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/** Paginate CRM leads (source + created_at) for attribution cross. */
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async function fetchCrmLeads(
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tenantId: string | null,
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useServiceRole: boolean
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): Promise<CrmLeadRow[]> {
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const select = 'source,created_at';
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const pageSize = 1000;
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const out: CrmLeadRow[] = [];
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if (useServiceRole) {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return [];
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const tidFilter = tenantId
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? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
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: '';
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for (let offset = 0; offset < 50000; offset += pageSize) {
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const r = await fetch(
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`${base}/rest/v1/leads?select=${select}${tidFilter}&crm=eq.clientify&order=created_at.desc&limit=${pageSize}&offset=${offset}`,
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{ headers, cache: 'no-store' }
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);
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if (!r.ok) break;
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const chunk = (await r.json()) as CrmLeadRow[];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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return out;
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}
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// Client path: RLS already scopes tenant
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const supabase = await createClient();
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for (let offset = 0; offset < 50000; offset += pageSize) {
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const { data } = await supabase
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.from('leads')
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.select(select)
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.eq('crm', 'clientify')
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.order('created_at', { ascending: false })
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.range(offset, offset + pageSize - 1);
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const chunk = (data as CrmLeadRow[]) || [];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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return out;
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}
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export default async function KpisPage() {
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const supabase = await createClient();
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const {
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@@ -28,6 +74,7 @@ export default async function KpisPage() {
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let weekly: KpiWeeklyRow[] = [];
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let daily: AdDailyRow[] = [];
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let crmLeads: CrmLeadRow[] = [];
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if (agency && (ctx.portfolioWide || ctx.viaView)) {
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// Service role for portfolio / zoom (bypass single-tenant RLS)
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@@ -40,6 +87,8 @@ export default async function KpisPage() {
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);
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weekly = w.data || [];
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daily = d.data || [];
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// Attribution cross is clearest per-tenant; skip portfolio dump.
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crmLeads = [];
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} else if (ctx.tenantId) {
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const tid = encodeURIComponent(ctx.tenantId);
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const w = await restGet<KpiWeeklyRow[]>(
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@@ -50,6 +99,7 @@ export default async function KpisPage() {
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);
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weekly = w.data || [];
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daily = d.data || [];
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crmLeads = await fetchCrmLeads(ctx.tenantId, true);
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}
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} else {
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const { data: w } = await supabase
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@@ -63,6 +113,7 @@ export default async function KpisPage() {
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.limit(5000);
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weekly = (w as KpiWeeklyRow[]) || [];
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daily = (d as AdDailyRow[]) || [];
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crmLeads = await fetchCrmLeads(ctx.tenantId, false);
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}
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weekly = resolveWeeklyRows(weekly, daily);
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@@ -88,6 +139,7 @@ export default async function KpisPage() {
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weeklyRows={weekly}
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channelPoints={channelSeries.points}
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dailyRows={daily}
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crmLeads={crmLeads}
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/>
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);
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}
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@@ -11,7 +11,8 @@ import {
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UserCheck,
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CalendarDays,
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Radio,
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Megaphone
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Megaphone,
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Contact
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} from 'lucide-react';
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import { createClient } from '@/lib/supabase/server';
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import { logoutAction } from '@/app/auth/actions';
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@@ -57,6 +58,13 @@ export default async function DashboardLayout({
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<BarChart3 className="w-4 h-4 text-brand-500" />
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Métricas
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</Link>
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<Link
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href="/dashboard/crm"
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className="flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-gray-300 hover:text-white hover:bg-gray-800/60 transition-all"
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>
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<Contact className="w-4 h-4 text-teal-400" />
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CRM
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</Link>
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<Link
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href="/dashboard/seguimiento"
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className="flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-gray-300 hover:text-white hover:bg-gray-800/60 transition-all"
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350
src/components/CrmDashboard.tsx
Normal file
350
src/components/CrmDashboard.tsx
Normal file
@@ -0,0 +1,350 @@
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'use client';
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import React, { useMemo, useState } from 'react';
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import {
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CalendarRange,
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Users,
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UserCheck,
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Percent,
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Flame,
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UserX,
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Briefcase,
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} from 'lucide-react';
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import {
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AdDailyRow,
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CrmChannelStats,
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CrmLeadRow,
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KpiRangeKey,
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attributionCross,
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buildCrmChannelStats,
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buildCrmFunnel,
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buildCrmStatusBreakdown,
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filterDailyByDayRange,
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filterLeadsByDayRange,
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formatEur,
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formatNum,
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resolveKpiDayRange,
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} from '@/lib/metrics';
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type RangeKey = KpiRangeKey;
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function rateClass(rate: number): string {
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if (rate >= 8) return 'text-emerald-400';
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if (rate >= 3) return 'text-amber-400';
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if (rate > 0) return 'text-orange-400';
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return 'text-gray-500';
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}
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export default function CrmDashboard({
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label,
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portfolioWide,
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crmLeads = [],
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dailyRows = [],
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}: {
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label: string;
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portfolioWide: boolean;
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crmLeads?: CrmLeadRow[];
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dailyRows?: AdDailyRow[];
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}) {
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const [range, setRange] = useState<RangeKey>('all');
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const dayWindow = useMemo(() => resolveKpiDayRange(range), [range]);
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const rangedLeads = useMemo(() => {
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if (!crmLeads.length) return [];
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if (!dayWindow) return crmLeads;
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return filterLeadsByDayRange(crmLeads, dayWindow.since, dayWindow.until);
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}, [crmLeads, dayWindow]);
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const rangedDaily = useMemo(() => {
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if (!dailyRows.length) return [];
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if (!dayWindow) return dailyRows;
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return filterDailyByDayRange(dailyRows, dayWindow.since, dayWindow.until);
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}, [dailyRows, dayWindow]);
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const funnel = useMemo(() => buildCrmFunnel(rangedLeads), [rangedLeads]);
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const statusRows = useMemo(
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() => buildCrmStatusBreakdown(rangedLeads),
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[rangedLeads]
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);
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const channelRows: CrmChannelStats[] = useMemo(
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() => buildCrmChannelStats(rangedLeads),
|
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[rangedLeads]
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);
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const attribution = useMemo(
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() => attributionCross(rangedDaily, rangedLeads),
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[rangedDaily, rangedLeads]
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);
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const spendByChannel = useMemo(() => {
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const m = new Map<string, number>();
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for (const r of attribution) m.set(r.channel, r.spend);
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return m;
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}, [attribution]);
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const rangeHint = dayWindow
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? `${dayWindow.since} → ${dayWindow.until}`
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: 'todo el histórico CRM';
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|
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const paidChannels = channelRows.filter((r) =>
|
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['meta', 'google'].includes(r.channel)
|
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);
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const otherChannels = channelRows.filter(
|
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(r) => !['meta', 'google'].includes(r.channel)
|
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);
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return (
|
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<div className="space-y-8">
|
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<div className="flex flex-col md:flex-row md:items-end md:justify-between gap-3">
|
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<div>
|
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<h2 className="text-2xl font-bold tracking-tight text-white">
|
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CRM · Clientify
|
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</h2>
|
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<p className="text-sm text-gray-400 mt-1">
|
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{label}
|
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{portfolioWide ? ' · portafolio' : ' · zoom cliente'}. Funnel y % a
|
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cliente (ganado) por canal · {rangeHint}.
|
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</p>
|
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</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<CalendarRange className="w-4 h-4 text-gray-500" />
|
||||
<div className="flex gap-1 rounded-lg border border-gray-800 p-0.5 bg-black/20">
|
||||
{(
|
||||
[
|
||||
['7d', '7d'],
|
||||
['30d', '30d'],
|
||||
['month', 'Mes'],
|
||||
['all', 'Todo'],
|
||||
] as [RangeKey, string][]
|
||||
).map(([k, lbl]) => (
|
||||
<button
|
||||
key={k}
|
||||
type="button"
|
||||
onClick={() => setRange(k)}
|
||||
className={`px-2.5 py-1 text-xs rounded-md ${
|
||||
range === k
|
||||
? 'bg-brand-500/20 text-brand-300'
|
||||
: 'text-gray-400 hover:text-white'
|
||||
}`}
|
||||
>
|
||||
{lbl}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{!crmLeads.length ? (
|
||||
<p className="text-sm text-amber-400/90 border border-amber-500/20 rounded-lg px-4 py-3">
|
||||
Sin leads Clientify en este contexto. Importa el histórico o activa el
|
||||
webhook (`?tenant=…`). En portafolio, elige un cliente en Contexto.
|
||||
</p>
|
||||
) : null}
|
||||
|
||||
{/* North star */}
|
||||
<div className="grid grid-cols-2 lg:grid-cols-3 xl:grid-cols-6 gap-3">
|
||||
{[
|
||||
{
|
||||
label: 'Leads CRM',
|
||||
value: formatNum(funnel.total),
|
||||
icon: <Users className="w-4 h-4 text-blue-400" />,
|
||||
},
|
||||
{
|
||||
label: 'Clientes (ganado)',
|
||||
value: formatNum(funnel.cliente),
|
||||
icon: <UserCheck className="w-4 h-4 text-emerald-400" />,
|
||||
},
|
||||
{
|
||||
label: '% a cliente',
|
||||
value: `${funnel.clienteRate.toFixed(1)}%`,
|
||||
icon: <Percent className="w-4 h-4 text-brand-400" />,
|
||||
},
|
||||
{
|
||||
label: 'En oportunidad',
|
||||
value: formatNum(funnel.enOportunidad),
|
||||
icon: <Briefcase className="w-4 h-4 text-sky-400" />,
|
||||
},
|
||||
{
|
||||
label: 'Lead frío*',
|
||||
value: formatNum(funnel.leadFrio),
|
||||
icon: <Flame className="w-4 h-4 text-amber-400" />,
|
||||
},
|
||||
{
|
||||
label: 'Lead perdido',
|
||||
value: formatNum(funnel.leadPerdido),
|
||||
icon: <UserX className="w-4 h-4 text-red-400" />,
|
||||
},
|
||||
].map((s) => (
|
||||
<div
|
||||
key={s.label}
|
||||
className="rounded-xl border border-gray-800 bg-[#111827] px-4 py-3"
|
||||
>
|
||||
<div className="flex items-center justify-between text-gray-500 mb-1">
|
||||
<p className="text-[10px] uppercase tracking-wider">{s.label}</p>
|
||||
{s.icon}
|
||||
</div>
|
||||
<p className="text-xl font-bold text-white">{s.value}</p>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
<p className="text-[11px] text-gray-600 -mt-5">
|
||||
*Frío incluye templado / caliente / cold-lead.
|
||||
</p>
|
||||
|
||||
{/* % cliente por canal — paid first */}
|
||||
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
|
||||
<div>
|
||||
<h3 className="text-sm font-semibold text-white">
|
||||
% a cliente por canal
|
||||
</h3>
|
||||
<p className="text-[11px] text-gray-500 mt-0.5">
|
||||
Estado Clientify = <span className="text-gray-400">cliente</span>{' '}
|
||||
(ganado). Paid arriba; resto de atribución abajo.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{channelRows.length === 0 ? (
|
||||
<p className="text-xs text-gray-500 py-6 text-center">
|
||||
Sin canales en el periodo.
|
||||
</p>
|
||||
) : (
|
||||
<div className="overflow-x-auto space-y-6">
|
||||
<ChannelTable
|
||||
title="Paid (Meta / Google)"
|
||||
rows={paidChannels}
|
||||
spendByChannel={spendByChannel}
|
||||
/>
|
||||
<ChannelTable
|
||||
title="Resto de canales CRM"
|
||||
rows={otherChannels}
|
||||
spendByChannel={spendByChannel}
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
</section>
|
||||
|
||||
{/* Funnel statuses */}
|
||||
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
|
||||
<h3 className="text-sm font-semibold text-white">Funnel por estado</h3>
|
||||
{statusRows.length === 0 ? (
|
||||
<p className="text-xs text-gray-500 py-4 text-center">Sin datos.</p>
|
||||
) : (
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-left text-xs">
|
||||
<thead className="text-gray-500 border-b border-gray-800">
|
||||
<tr>
|
||||
<th className="py-2 pr-3 font-medium">Estado</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads</th>
|
||||
<th className="py-2 font-medium">% del total</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{statusRows.map((row) => (
|
||||
<tr
|
||||
key={row.status}
|
||||
className="border-b border-gray-900 hover:bg-white/[0.02]"
|
||||
>
|
||||
<td className="py-2.5 pr-3 text-gray-200 capitalize">
|
||||
{row.status}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.count)}
|
||||
</td>
|
||||
<td className="py-2.5 text-gray-200">
|
||||
{row.pct.toFixed(1)}%
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
)}
|
||||
</section>
|
||||
|
||||
<p className="text-[11px] text-gray-600">
|
||||
La inversión por canal (si hay ads) es solo referencia; el % a cliente es
|
||||
100% CRM (Clientify).
|
||||
</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function ChannelTable({
|
||||
title,
|
||||
rows,
|
||||
spendByChannel,
|
||||
}: {
|
||||
title: string;
|
||||
rows: CrmChannelStats[];
|
||||
spendByChannel: Map<string, number>;
|
||||
}) {
|
||||
if (!rows.length) {
|
||||
return (
|
||||
<div>
|
||||
<p className="text-[11px] uppercase tracking-wider text-gray-500 mb-2">
|
||||
{title}
|
||||
</p>
|
||||
<p className="text-xs text-gray-600">Sin filas.</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<div>
|
||||
<p className="text-[11px] uppercase tracking-wider text-gray-500 mb-2">
|
||||
{title}
|
||||
</p>
|
||||
<table className="w-full text-left text-xs">
|
||||
<thead className="text-gray-500 border-b border-gray-800">
|
||||
<tr>
|
||||
<th className="py-2 pr-3 font-medium">Canal</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads</th>
|
||||
<th className="py-2 pr-3 font-medium">Clientes</th>
|
||||
<th className="py-2 pr-3 font-medium">% a cliente</th>
|
||||
<th className="py-2 pr-3 font-medium">En oportunidad</th>
|
||||
<th className="py-2 pr-3 font-medium">Frío*</th>
|
||||
<th className="py-2 pr-3 font-medium">Perdido</th>
|
||||
<th className="py-2 font-medium">Spend ads</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{rows.map((row) => {
|
||||
const spend = spendByChannel.get(row.channel) || 0;
|
||||
return (
|
||||
<tr
|
||||
key={row.channel}
|
||||
className="border-b border-gray-900 hover:bg-white/[0.02]"
|
||||
>
|
||||
<td className="py-2.5 pr-3 text-brand-300 font-semibold capitalize">
|
||||
{row.channel}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.leads)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-emerald-300 font-medium">
|
||||
{formatNum(row.cliente)}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2.5 pr-3 font-semibold ${rateClass(row.clienteRate)}`}
|
||||
>
|
||||
{row.clienteRate.toFixed(1)}%
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.enOportunidad)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.leadFrio)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.leadPerdido)}
|
||||
</td>
|
||||
<td className="py-2.5 text-gray-400">
|
||||
{spend ? formatEur(spend) : '—'}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
254
src/components/CrmPortfolioBoard.tsx
Normal file
254
src/components/CrmPortfolioBoard.tsx
Normal file
@@ -0,0 +1,254 @@
|
||||
'use client';
|
||||
|
||||
import React, { useMemo, useState } from 'react';
|
||||
import {
|
||||
CalendarRange,
|
||||
Percent,
|
||||
UserCheck,
|
||||
Users,
|
||||
} from 'lucide-react';
|
||||
import {
|
||||
CrmLeadRow,
|
||||
KpiRangeKey,
|
||||
buildCrmChannelStats,
|
||||
buildCrmFunnel,
|
||||
filterLeadsByDayRange,
|
||||
formatNum,
|
||||
resolveKpiDayRange,
|
||||
} from '@/lib/metrics';
|
||||
|
||||
type RangeKey = KpiRangeKey;
|
||||
|
||||
function rateClass(rate: number): string {
|
||||
if (rate >= 8) return 'text-emerald-400';
|
||||
if (rate >= 3) return 'text-amber-400';
|
||||
if (rate > 0) return 'text-orange-400';
|
||||
return 'text-gray-500';
|
||||
}
|
||||
|
||||
export default function CrmPortfolioBoard({
|
||||
leads,
|
||||
tenantNames,
|
||||
}: {
|
||||
leads: CrmLeadRow[];
|
||||
tenantNames: Record<string, string>;
|
||||
}) {
|
||||
const [range, setRange] = useState<RangeKey>('all');
|
||||
const dayWindow = useMemo(() => resolveKpiDayRange(range), [range]);
|
||||
|
||||
const ranged = useMemo(() => {
|
||||
if (!leads.length) return [];
|
||||
if (!dayWindow) return leads;
|
||||
return filterLeadsByDayRange(leads, dayWindow.since, dayWindow.until);
|
||||
}, [leads, dayWindow]);
|
||||
|
||||
const byTenant = useMemo(() => {
|
||||
const map = new Map<string, CrmLeadRow[]>();
|
||||
for (const r of ranged) {
|
||||
const tid = r.tenant_id || 'unknown';
|
||||
const cur = map.get(tid) || [];
|
||||
cur.push(r);
|
||||
map.set(tid, cur);
|
||||
}
|
||||
return [...map.entries()]
|
||||
.map(([tenantId, rows]) => {
|
||||
const funnel = buildCrmFunnel(rows);
|
||||
const channels = buildCrmChannelStats(rows);
|
||||
const meta = channels.find((c) => c.channel === 'meta');
|
||||
const google = channels.find((c) => c.channel === 'google');
|
||||
return {
|
||||
tenantId,
|
||||
name: tenantNames[tenantId] || tenantId.slice(0, 8),
|
||||
funnel,
|
||||
channels,
|
||||
meta,
|
||||
google,
|
||||
};
|
||||
})
|
||||
.filter((t) => t.funnel.total > 0)
|
||||
.sort((a, b) => b.funnel.cliente - a.funnel.cliente);
|
||||
}, [ranged, tenantNames]);
|
||||
|
||||
const rangeHint = dayWindow
|
||||
? `${dayWindow.since} → ${dayWindow.until}`
|
||||
: 'todo el histórico';
|
||||
|
||||
return (
|
||||
<div className="space-y-8">
|
||||
<div className="flex flex-col md:flex-row md:items-end md:justify-between gap-3">
|
||||
<div>
|
||||
<h2 className="text-2xl font-bold tracking-tight text-white">
|
||||
CRM · Portafolio
|
||||
</h2>
|
||||
<p className="text-sm text-gray-400 mt-1">
|
||||
% a cliente (ganado) por canal y cliente · {rangeHint}. Zoom un
|
||||
cliente en Contexto para el detalle completo.
|
||||
</p>
|
||||
</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<CalendarRange className="w-4 h-4 text-gray-500" />
|
||||
<div className="flex gap-1 rounded-lg border border-gray-800 p-0.5 bg-black/20">
|
||||
{(
|
||||
[
|
||||
['7d', '7d'],
|
||||
['30d', '30d'],
|
||||
['month', 'Mes'],
|
||||
['all', 'Todo'],
|
||||
] as [RangeKey, string][]
|
||||
).map(([k, lbl]) => (
|
||||
<button
|
||||
key={k}
|
||||
type="button"
|
||||
onClick={() => setRange(k)}
|
||||
className={`px-2.5 py-1 text-xs rounded-md ${
|
||||
range === k
|
||||
? 'bg-brand-500/20 text-brand-300'
|
||||
: 'text-gray-400 hover:text-white'
|
||||
}`}
|
||||
>
|
||||
{lbl}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{!byTenant.length ? (
|
||||
<p className="text-sm text-amber-400/90 border border-amber-500/20 rounded-lg px-4 py-3">
|
||||
Sin leads Clientify en el portafolio todavía.
|
||||
</p>
|
||||
) : null}
|
||||
|
||||
<div className="overflow-x-auto bg-[#111827] border border-gray-800 rounded-xl p-5">
|
||||
<table className="w-full text-left text-xs">
|
||||
<thead className="text-gray-500 border-b border-gray-800">
|
||||
<tr>
|
||||
<th className="py-2 pr-3 font-medium">Cliente</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads</th>
|
||||
<th className="py-2 pr-3 font-medium">Clientes</th>
|
||||
<th className="py-2 pr-3 font-medium">% global</th>
|
||||
<th className="py-2 pr-3 font-medium">Meta leads</th>
|
||||
<th className="py-2 pr-3 font-medium">Meta %→cli</th>
|
||||
<th className="py-2 pr-3 font-medium">Google leads</th>
|
||||
<th className="py-2 font-medium">Google %→cli</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{byTenant.map((t) => (
|
||||
<tr
|
||||
key={t.tenantId}
|
||||
className="border-b border-gray-900 hover:bg-white/[0.02]"
|
||||
>
|
||||
<td className="py-2.5 pr-3 text-white font-semibold">
|
||||
{t.name}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(t.funnel.total)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-emerald-300">
|
||||
{formatNum(t.funnel.cliente)}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2.5 pr-3 font-semibold ${rateClass(t.funnel.clienteRate)}`}
|
||||
>
|
||||
{t.funnel.clienteRate.toFixed(1)}%
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{t.meta ? formatNum(t.meta.leads) : '—'}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2.5 pr-3 font-semibold ${rateClass(t.meta?.clienteRate || 0)}`}
|
||||
>
|
||||
{t.meta ? `${t.meta.clienteRate.toFixed(1)}%` : '—'}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{t.google ? formatNum(t.google.leads) : '—'}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2.5 font-semibold ${rateClass(t.google?.clienteRate || 0)}`}
|
||||
>
|
||||
{t.google ? `${t.google.clienteRate.toFixed(1)}%` : '—'}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
{/* Expanded channel matrix per tenant */}
|
||||
<div className="space-y-4">
|
||||
{byTenant.map((t) => (
|
||||
<section
|
||||
key={`ch-${t.tenantId}`}
|
||||
className="bg-[#111827] border border-gray-800 rounded-xl p-5"
|
||||
>
|
||||
<div className="flex items-center justify-between gap-2 mb-3">
|
||||
<h3 className="text-sm font-semibold text-white">{t.name}</h3>
|
||||
<div className="flex items-center gap-3 text-[11px] text-gray-500">
|
||||
<span className="inline-flex items-center gap-1">
|
||||
<Users className="w-3 h-3" />
|
||||
{formatNum(t.funnel.total)}
|
||||
</span>
|
||||
<span className="inline-flex items-center gap-1 text-emerald-400/80">
|
||||
<UserCheck className="w-3 h-3" />
|
||||
{formatNum(t.funnel.cliente)}
|
||||
</span>
|
||||
<span className="inline-flex items-center gap-1 text-brand-400/80">
|
||||
<Percent className="w-3 h-3" />
|
||||
{t.funnel.clienteRate.toFixed(1)}%
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-left text-xs">
|
||||
<thead className="text-gray-500 border-b border-gray-800">
|
||||
<tr>
|
||||
<th className="py-2 pr-3 font-medium">Canal</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads</th>
|
||||
<th className="py-2 pr-3 font-medium">Clientes</th>
|
||||
<th className="py-2 pr-3 font-medium">% a cliente</th>
|
||||
<th className="py-2 pr-3 font-medium">Oportunidad</th>
|
||||
<th className="py-2 pr-3 font-medium">Frío*</th>
|
||||
<th className="py-2 font-medium">Perdido</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{t.channels.slice(0, 12).map((row) => (
|
||||
<tr
|
||||
key={row.channel}
|
||||
className="border-b border-gray-900 hover:bg-white/[0.02]"
|
||||
>
|
||||
<td className="py-2 pr-3 text-brand-300 font-semibold capitalize">
|
||||
{row.channel}
|
||||
</td>
|
||||
<td className="py-2 pr-3 text-gray-200">
|
||||
{formatNum(row.leads)}
|
||||
</td>
|
||||
<td className="py-2 pr-3 text-emerald-300">
|
||||
{formatNum(row.cliente)}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2 pr-3 font-semibold ${rateClass(row.clienteRate)}`}
|
||||
>
|
||||
{row.clienteRate.toFixed(1)}%
|
||||
</td>
|
||||
<td className="py-2 pr-3 text-gray-200">
|
||||
{formatNum(row.enOportunidad)}
|
||||
</td>
|
||||
<td className="py-2 pr-3 text-gray-200">
|
||||
{formatNum(row.leadFrio)}
|
||||
</td>
|
||||
<td className="py-2 text-gray-200">
|
||||
{formatNum(row.leadPerdido)}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -16,14 +16,17 @@ import {
|
||||
} from 'lucide-react';
|
||||
import {
|
||||
AdDailyRow,
|
||||
AttributionChannelRow,
|
||||
ChannelWeekPoint,
|
||||
CrmLeadRow,
|
||||
Delta,
|
||||
MetricTotals,
|
||||
formatEur,
|
||||
formatNum,
|
||||
formatPct,
|
||||
channelTotalsFromDaily,
|
||||
attributionCross,
|
||||
filterDailyByDayRange,
|
||||
filterLeadsByDayRange,
|
||||
metricTotalsFromDaily,
|
||||
resolveKpiDayRange,
|
||||
sumWeekly,
|
||||
@@ -88,6 +91,14 @@ function DeltaTriple({ delta, invert }: { delta: Delta; invert?: boolean }) {
|
||||
);
|
||||
}
|
||||
|
||||
function gapClass(gap: number): string {
|
||||
if (gap === 0) return 'text-gray-400';
|
||||
const abs = Math.abs(gap);
|
||||
if (abs <= 5) return 'text-emerald-400';
|
||||
if (abs <= 25) return 'text-amber-400';
|
||||
return 'text-red-400';
|
||||
}
|
||||
|
||||
export default function MetricsDashboard({
|
||||
label,
|
||||
portfolioWide,
|
||||
@@ -99,6 +110,7 @@ export default function MetricsDashboard({
|
||||
weeklyRows = [],
|
||||
channelPoints = [],
|
||||
dailyRows = [],
|
||||
crmLeads = [],
|
||||
}: {
|
||||
label: string;
|
||||
portfolioWide: boolean;
|
||||
@@ -116,6 +128,8 @@ export default function MetricsDashboard({
|
||||
channelPoints?: ChannelWeekPoint[];
|
||||
/** Raw ad_daily — period totals/matrix use calendar days (same as Ad Tracker). */
|
||||
dailyRows?: AdDailyRow[];
|
||||
/** Clientify leads for CRM vs platform attribution. */
|
||||
crmLeads?: CrmLeadRow[];
|
||||
}) {
|
||||
const [range, setRange] = useState<RangeKey>('7d');
|
||||
|
||||
@@ -127,6 +141,12 @@ export default function MetricsDashboard({
|
||||
return filterDailyByDayRange(dailyRows, dayWindow.since, dayWindow.until);
|
||||
}, [dailyRows, dayWindow]);
|
||||
|
||||
const rangedLeads = useMemo(() => {
|
||||
if (!crmLeads.length) return [];
|
||||
if (!dayWindow) return crmLeads;
|
||||
return filterLeadsByDayRange(crmLeads, dayWindow.since, dayWindow.until);
|
||||
}, [crmLeads, dayWindow]);
|
||||
|
||||
const periodTotals = useMemo(() => {
|
||||
if (rangedDaily.length) return metricTotalsFromDaily(rangedDaily);
|
||||
// Fallback when no ad_daily: approximate from weekly (legacy)
|
||||
@@ -141,12 +161,12 @@ export default function MetricsDashboard({
|
||||
return ranged.length ? sumWeekly(ranged) : month;
|
||||
}, [rangedDaily, weeklyRows, dayWindow, month]);
|
||||
|
||||
const channelRows = useMemo(() => {
|
||||
if (rangedDaily.length) return channelTotalsFromDaily(rangedDaily);
|
||||
const map = new Map<
|
||||
string,
|
||||
{ spend: number; leads: number; deals: number; revenue: number }
|
||||
>();
|
||||
const attributionRows: AttributionChannelRow[] = useMemo(() => {
|
||||
if (rangedDaily.length || rangedLeads.length) {
|
||||
return attributionCross(rangedDaily, rangedLeads);
|
||||
}
|
||||
// Fallback: weekly series without CRM cross
|
||||
const map = new Map<string, { spend: number; leads: number }>();
|
||||
const src =
|
||||
range === 'all'
|
||||
? channelPoints
|
||||
@@ -156,27 +176,26 @@ export default function MetricsDashboard({
|
||||
return d >= dayWindow.since && d <= dayWindow.until;
|
||||
});
|
||||
for (const p of src) {
|
||||
const cur = map.get(p.channel) || {
|
||||
spend: 0,
|
||||
leads: 0,
|
||||
deals: 0,
|
||||
revenue: 0,
|
||||
};
|
||||
const cur = map.get(p.channel) || { spend: 0, leads: 0 };
|
||||
cur.spend += p.spend;
|
||||
cur.leads += p.leads;
|
||||
cur.deals += p.deals;
|
||||
cur.revenue += p.revenue;
|
||||
map.set(p.channel, cur);
|
||||
}
|
||||
return [...map.entries()]
|
||||
.map(([channel, v]) => ({
|
||||
channel,
|
||||
...v,
|
||||
cpl: v.leads > 0 ? v.spend / v.leads : 0,
|
||||
roas: v.spend > 0 ? v.revenue / v.spend : 0,
|
||||
spend: v.spend,
|
||||
platformLeads: v.leads,
|
||||
crmLeads: 0,
|
||||
gap: -v.leads,
|
||||
cplPlatform: v.leads > 0 ? v.spend / v.leads : 0,
|
||||
cplCrm: 0,
|
||||
}))
|
||||
.sort((a, b) => b.spend - a.spend);
|
||||
}, [rangedDaily, channelPoints, range, dayWindow]);
|
||||
}, [rangedDaily, rangedLeads, channelPoints, range, dayWindow]);
|
||||
|
||||
const crmPeriodTotal = rangedLeads.length;
|
||||
const hasCrm = crmLeads.length > 0;
|
||||
|
||||
const rangeHint = dayWindow
|
||||
? `${dayWindow.since} → ${dayWindow.until}`
|
||||
@@ -283,18 +302,22 @@ export default function MetricsDashboard({
|
||||
<div className="grid grid-cols-2 lg:grid-cols-4 gap-3">
|
||||
{[
|
||||
{ label: 'Inversión periodo', value: formatEur(periodTotals.spend) },
|
||||
{ label: 'Leads', value: formatNum(periodTotals.leads) },
|
||||
{
|
||||
label: 'CAC (paid)',
|
||||
value: periodTotals.cac
|
||||
? `${formatNum(periodTotals.cac)} €`
|
||||
: '—',
|
||||
label: 'Leads plataforma',
|
||||
value: formatNum(periodTotals.leads),
|
||||
},
|
||||
{
|
||||
label: 'ROAS cohorte',
|
||||
value: periodTotals.roas
|
||||
? `${formatNum(periodTotals.roas)}x`
|
||||
: '—',
|
||||
label: 'Leads CRM',
|
||||
value: hasCrm ? formatNum(crmPeriodTotal) : '—',
|
||||
},
|
||||
{
|
||||
label: 'CPL CRM (paid)',
|
||||
value:
|
||||
hasCrm && crmPeriodTotal > 0
|
||||
? `${formatNum(periodTotals.spend / crmPeriodTotal)} €`
|
||||
: periodTotals.cpl
|
||||
? `${formatNum(periodTotals.cpl)} €`
|
||||
: '—',
|
||||
},
|
||||
].map((s) => (
|
||||
<div
|
||||
@@ -330,17 +353,26 @@ export default function MetricsDashboard({
|
||||
))}
|
||||
</div>
|
||||
|
||||
{/* Channel matrix */}
|
||||
{/* Channel attribution cross */}
|
||||
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
|
||||
<div className="flex items-center justify-between gap-2">
|
||||
<h3 className="text-sm font-semibold text-white">
|
||||
Matriz por canal
|
||||
</h3>
|
||||
<p className="text-[11px] text-gray-500">
|
||||
Clic → dash secundario del canal
|
||||
<div>
|
||||
<h3 className="text-sm font-semibold text-white">
|
||||
Cruce por canal · ads vs CRM
|
||||
</h3>
|
||||
<p className="text-[11px] text-gray-500 mt-0.5">
|
||||
Plataforma = leads reportados por Meta/Google · CRM = atribución
|
||||
Clientify (origen/UTM)
|
||||
{!hasCrm && portfolioWide
|
||||
? ' · elige un cliente en Contexto para ver CRM'
|
||||
: ''}
|
||||
</p>
|
||||
</div>
|
||||
<p className="text-[11px] text-gray-500 shrink-0">
|
||||
Gap = CRM − plat
|
||||
</p>
|
||||
</div>
|
||||
{channelRows.length === 0 ? (
|
||||
{attributionRows.length === 0 ? (
|
||||
<p className="text-xs text-gray-500 py-6 text-center">
|
||||
Sin series de canal en el periodo. Los canales Meta/Google aparecen
|
||||
cuando hay filas en ad_daily para este cliente (elige uno en
|
||||
@@ -353,40 +385,60 @@ export default function MetricsDashboard({
|
||||
<tr>
|
||||
<th className="py-2 pr-3 font-medium">Canal</th>
|
||||
<th className="py-2 pr-3 font-medium">Inversión</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads</th>
|
||||
<th className="py-2 pr-3 font-medium">CPL</th>
|
||||
<th className="py-2 pr-3 font-medium">Revenue</th>
|
||||
<th className="py-2 font-medium">ROAS</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads plat</th>
|
||||
<th className="py-2 pr-3 font-medium">Leads CRM</th>
|
||||
<th className="py-2 pr-3 font-medium">Gap</th>
|
||||
<th className="py-2 pr-3 font-medium">CPL plat</th>
|
||||
<th className="py-2 font-medium">CPL CRM</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{channelRows.map((row) => (
|
||||
{attributionRows.map((row) => (
|
||||
<tr
|
||||
key={row.channel}
|
||||
className="border-b border-gray-900 hover:bg-white/[0.02]"
|
||||
>
|
||||
<td className="py-2.5 pr-3">
|
||||
<Link
|
||||
href={`/dashboard/kpis/canal/${encodeURIComponent(row.channel)}`}
|
||||
className="text-brand-400 hover:text-brand-300 font-semibold capitalize"
|
||||
>
|
||||
{row.channel}
|
||||
</Link>
|
||||
{row.spend > 0 ? (
|
||||
<Link
|
||||
href={`/dashboard/kpis/canal/${encodeURIComponent(row.channel)}`}
|
||||
className="text-brand-400 hover:text-brand-300 font-semibold capitalize"
|
||||
>
|
||||
{row.channel}
|
||||
</Link>
|
||||
) : (
|
||||
<span className="text-gray-300 font-semibold capitalize">
|
||||
{row.channel}
|
||||
</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatEur(row.spend)}
|
||||
{row.spend ? formatEur(row.spend) : '—'}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatNum(row.leads)}
|
||||
{formatNum(row.platformLeads)}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{row.cpl ? `${formatNum(row.cpl)} €` : '—'}
|
||||
{hasCrm ? formatNum(row.crmLeads) : '—'}
|
||||
</td>
|
||||
<td
|
||||
className={`py-2.5 pr-3 font-medium ${
|
||||
hasCrm ? gapClass(row.gap) : 'text-gray-500'
|
||||
}`}
|
||||
>
|
||||
{hasCrm
|
||||
? `${row.gap > 0 ? '+' : ''}${formatNum(row.gap)}`
|
||||
: '—'}
|
||||
</td>
|
||||
<td className="py-2.5 pr-3 text-gray-200">
|
||||
{formatEur(row.revenue)}
|
||||
{row.cplPlatform
|
||||
? `${formatNum(row.cplPlatform)} €`
|
||||
: '—'}
|
||||
</td>
|
||||
<td className="py-2.5 text-gray-200">
|
||||
{row.roas ? `${formatNum(row.roas)}x` : '—'}
|
||||
{hasCrm && row.cplCrm
|
||||
? `${formatNum(row.cplCrm)} €`
|
||||
: '—'}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
@@ -430,13 +482,17 @@ export default function MetricsDashboard({
|
||||
</p>
|
||||
<ul className="text-xs text-gray-400 space-y-1 list-disc list-inside">
|
||||
<li>
|
||||
El selector de fechas filtra inversión/leads del periodo; WoW/MoM/YoY
|
||||
siguen siendo comparativas de calendario.
|
||||
El selector filtra el mismo calendario que Ad Tracker; el cruce
|
||||
compara leads de la plataforma ads vs atribución Clientify.
|
||||
</li>
|
||||
<li>
|
||||
CAC unificado con fee/tools y cierre CRM llega en v2.
|
||||
Gap cercano a 0 en Meta/Google = buena atribución. Canales sin
|
||||
spend (whatsapp, manual…) son orgánicos/CRM.
|
||||
</li>
|
||||
<li>
|
||||
CPL CRM usa inversión paid ÷ leads CRM del canal (más realista
|
||||
que el CPL de la plataforma cuando hay desfase).
|
||||
</li>
|
||||
<li>GEO / LTV aparecen como stubs hasta tener pipeline de datos.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -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)
|
||||
);
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user