feat(recommender): SQL ranking + tier ladder + heat scoring

Plan §4.4 + §13: pure SQL recommender, no AI. Single CTE chain
(feasible -> aggregates) + JS-side tier classification, fall-through
cooldown filter, heat scoring, and fit ranking. Per-port settings via
system_settings layered over global + DEFAULT_RECOMMENDER_SETTINGS.

Tier ladder (default):
  A : no interest history
  B : lost-only history (still recommendable + boosted by heat)
  C : active interest in early stage (open..eoi_signed)
  D : active interest at deposit_10pct or beyond (hidden by default)

Heat (only for tier B):
  recency        weight 30  full @ <=30 days, decays to 0 @ 365 days
  furthest stage weight 40  full when prior reached deposit
  interest count weight 15  saturates at 5+
  EOI count      weight 15  saturates at 3+

Multi-port isolation enforced (§14.10 critical): the SQL filters by
port_id AND the entry-point function rejects cross-port interest
lookups with an explicit error. Fall-through policy supports
immediate_with_heat (default), cooldown, and never_auto_recommend.

15 unit tests covering tier classification, heat saturation, weight
tuning, zero-weight guard. Smoke-tested end-to-end via
scripts/dev-recommender-smoke.ts.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-05 02:58:34 +02:00
parent fb1116f1d4
commit b1e787e55c
3 changed files with 869 additions and 0 deletions

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/**
* Dev-only smoke check for the berth recommender. Resolves the first
* port-nimara interest (with desired dims set) and prints the top-N
* recommendations.
*
* pnpm tsx scripts/dev-recommender-smoke.ts
*/
import 'dotenv/config';
import { eq, isNotNull, and } from 'drizzle-orm';
import { db } from '@/lib/db';
import { ports } from '@/lib/db/schema/ports';
import { interests } from '@/lib/db/schema/interests';
import { recommendBerths } from '@/lib/services/berth-recommender.service';
async function main() {
const [port] = await db
.select({ id: ports.id })
.from(ports)
.where(eq(ports.slug, 'port-nimara'))
.limit(1);
if (!port) throw new Error('port-nimara not found');
const [interest] = await db
.select({ id: interests.id })
.from(interests)
.where(and(eq(interests.portId, port.id), isNotNull(interests.desiredLengthFt)))
.limit(1);
if (!interest) throw new Error('No interest with desired dims set');
console.log(`> Recommending berths for interest ${interest.id} on port ${port.id}`);
const recs = await recommendBerths({
interestId: interest.id,
portId: port.id,
});
console.log(`> ${recs.length} recommendations:`);
for (const r of recs) {
console.log(
` ${r.mooringNumber.padEnd(5)} tier=${r.tier} fit=${r.fitScore} ` +
`${r.lengthFt}×${r.widthFt}×${r.draftFt} ft buf=${r.sizeBufferPct}% ` +
`${r.reasons.dimensional}; ${r.reasons.pipeline}`,
);
}
}
main()
.then(() => process.exit(0))
.catch((err) => {
console.error(err);
process.exit(1);
});

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/**
* Berth recommender (plan §4.4 + §13).
*
* Pure SQL ranking - no AI. The single CTE chain:
*
* 1. interest_input - the desired dimensions + port for this interest
* 2. feasible - berths in the port that can fit the yacht
* (length/width/draft >= desired) AND don't exceed
* the configured max-oversize percentage
* 3. tier_inputs - per-berth aggregates over interest_berths +
* interests: active count, lost count, max stage
* among active interests, latest fall-through
* timestamp, total historical interest count,
* EOI-signed count
* 4. classified - assign tier A/B/C/D
*
* The feasible berths are returned to JavaScript for fit-score + heat
* calculation - keeping that out of SQL lets per-port admins tune the
* heat weights without a code deploy.
*
* Heat scoring (only relevant for tier B; berths surface back into the
* recommender pool after a fall-through):
* - recency : how recently did the last interest fall through
* - furthest stage : how close did the prior interest get to closing
* - historical interest : how often does this berth attract interest
* - historical EOI count : how often does interest convert to EOI
*
* Per-port settings (defaults below) drive the cap, fall-through policy,
* heat weights, and tier-D visibility.
*/
import { and, eq, inArray, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { systemSettings } from '@/lib/db/schema/system';
import { interests } from '@/lib/db/schema/interests';
// ─── Settings ──────────────────────────────────────────────────────────────
export interface RecommenderSettings {
maxOversizePct: number;
topNDefault: number;
fallthroughPolicy: 'immediate_with_heat' | 'cooldown' | 'never_auto_recommend';
fallthroughCooldownDays: number;
heatWeightRecency: number;
heatWeightFurthestStage: number;
heatWeightInterestCount: number;
heatWeightEoiCount: number;
tierLadderHideLateStage: boolean;
}
export const DEFAULT_RECOMMENDER_SETTINGS: RecommenderSettings = {
maxOversizePct: 30,
topNDefault: 8,
fallthroughPolicy: 'immediate_with_heat',
fallthroughCooldownDays: 30,
heatWeightRecency: 30,
heatWeightFurthestStage: 40,
heatWeightInterestCount: 15,
heatWeightEoiCount: 15,
tierLadderHideLateStage: true,
};
const SETTINGS_KEYS = {
maxOversizePct: 'recommender_max_oversize_pct',
topNDefault: 'recommender_top_n_default',
fallthroughPolicy: 'fallthrough_policy',
fallthroughCooldownDays: 'fallthrough_cooldown_days',
heatWeightRecency: 'heat_weight_recency',
heatWeightFurthestStage: 'heat_weight_furthest_stage',
heatWeightInterestCount: 'heat_weight_interest_count',
heatWeightEoiCount: 'heat_weight_eoi_count',
tierLadderHideLateStage: 'tier_ladder_hide_late_stage',
} as const;
/**
* Reads recommender settings for the port, layered over the defaults.
* Per-port row wins; null portId row is the global fallback; defaults
* cover anything still missing.
*/
export async function loadRecommenderSettings(portId: string): Promise<RecommenderSettings> {
const rows = await db
.select({ key: systemSettings.key, value: systemSettings.value, portId: systemSettings.portId })
.from(systemSettings)
.where(
and(
inArray(systemSettings.key, Object.values(SETTINGS_KEYS)),
sql`(${systemSettings.portId} = ${portId} OR ${systemSettings.portId} IS NULL)`,
),
);
const portRows = new Map<string, unknown>();
const globalRows = new Map<string, unknown>();
for (const r of rows) {
if (r.portId === portId) portRows.set(r.key, r.value);
else if (r.portId === null) globalRows.set(r.key, r.value);
}
const pick = <T>(key: string, parse: (v: unknown) => T | null, fallback: T): T => {
const portVal = portRows.has(key) ? parse(portRows.get(key)) : null;
if (portVal !== null) return portVal;
const globalVal = globalRows.has(key) ? parse(globalRows.get(key)) : null;
if (globalVal !== null) return globalVal;
return fallback;
};
const asNumber = (v: unknown): number | null => {
if (v === null || v === undefined) return null;
if (typeof v === 'number') return Number.isFinite(v) ? v : null;
if (typeof v === 'string') {
const n = parseFloat(v);
return Number.isFinite(n) ? n : null;
}
return null;
};
const asBool = (v: unknown): boolean | null => (typeof v === 'boolean' ? v : null);
const asPolicy = (v: unknown): RecommenderSettings['fallthroughPolicy'] | null => {
if (v === 'immediate_with_heat' || v === 'cooldown' || v === 'never_auto_recommend') {
return v;
}
return null;
};
return {
maxOversizePct: pick(
SETTINGS_KEYS.maxOversizePct,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.maxOversizePct,
),
topNDefault: pick(
SETTINGS_KEYS.topNDefault,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.topNDefault,
),
fallthroughPolicy: pick(
SETTINGS_KEYS.fallthroughPolicy,
asPolicy,
DEFAULT_RECOMMENDER_SETTINGS.fallthroughPolicy,
),
fallthroughCooldownDays: pick(
SETTINGS_KEYS.fallthroughCooldownDays,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.fallthroughCooldownDays,
),
heatWeightRecency: pick(
SETTINGS_KEYS.heatWeightRecency,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.heatWeightRecency,
),
heatWeightFurthestStage: pick(
SETTINGS_KEYS.heatWeightFurthestStage,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.heatWeightFurthestStage,
),
heatWeightInterestCount: pick(
SETTINGS_KEYS.heatWeightInterestCount,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.heatWeightInterestCount,
),
heatWeightEoiCount: pick(
SETTINGS_KEYS.heatWeightEoiCount,
asNumber,
DEFAULT_RECOMMENDER_SETTINGS.heatWeightEoiCount,
),
tierLadderHideLateStage: pick(
SETTINGS_KEYS.tierLadderHideLateStage,
asBool,
DEFAULT_RECOMMENDER_SETTINGS.tierLadderHideLateStage,
),
};
}
// ─── Tier mapping ──────────────────────────────────────────────────────────
const STAGE_ORDER: Record<string, number> = {
open: 1,
details_sent: 2,
in_communication: 3,
eoi_sent: 4,
eoi_signed: 5,
deposit_10pct: 6,
contract_sent: 7,
contract_signed: 8,
completed: 9,
};
/** Stage at which a berth is "in late stage" (Tier D when active). */
const LATE_STAGE_THRESHOLD = STAGE_ORDER.deposit_10pct!; // 6
export type Tier = 'A' | 'B' | 'C' | 'D';
interface TierInputs {
activeInterestCount: number;
lostCount: number;
maxActiveStage: number;
}
export function classifyTier(t: TierInputs): Tier {
if (t.activeInterestCount > 0 && t.maxActiveStage >= LATE_STAGE_THRESHOLD) return 'D';
if (t.activeInterestCount > 0) return 'C';
if (t.lostCount > 0) return 'B';
return 'A';
}
// ─── Heat scoring ──────────────────────────────────────────────────────────
interface HeatInputs {
latestFallthroughAt: Date | null;
totalInterestCount: number;
eoiSignedCount: number;
/** Stage code at the time of the most recent fall-through. */
fallthroughMaxStage: number;
}
export interface HeatBreakdown {
recency: number;
furthestStage: number;
interestCount: number;
eoiCount: number;
total: number;
}
/**
* 0..100 heat score with per-port-tunable weights. Each component is
* normalized 0..1 before being multiplied by its weight; the totals sum
* to 100 by construction (the four weights are expected to sum to 100,
* but the function clamps regardless so admin-tuning errors don't
* produce out-of-range scores).
*/
export function computeHeat(
inputs: HeatInputs,
weights: Pick<
RecommenderSettings,
| 'heatWeightRecency'
| 'heatWeightFurthestStage'
| 'heatWeightInterestCount'
| 'heatWeightEoiCount'
>,
now: Date = new Date(),
): HeatBreakdown {
const weightSum =
weights.heatWeightRecency +
weights.heatWeightFurthestStage +
weights.heatWeightInterestCount +
weights.heatWeightEoiCount;
const norm = weightSum > 0 ? 100 / weightSum : 0;
// 1.0 if fallthrough <= 30 days, decays linearly to 0 at 365 days.
let recency = 0;
if (inputs.latestFallthroughAt) {
const ageDays = (now.getTime() - inputs.latestFallthroughAt.getTime()) / 86_400_000;
if (ageDays <= 30) recency = 1;
else if (ageDays >= 365) recency = 0;
else recency = 1 - (ageDays - 30) / (365 - 30);
}
// 0 if max stage is open; 1 at signed/deposit/contract.
const furthestStage =
inputs.fallthroughMaxStage <= 1
? 0
: Math.min(1, (inputs.fallthroughMaxStage - 1) / (LATE_STAGE_THRESHOLD - 1));
// 0 at 0 interests, 1 at 5+ interests.
const interestCount = Math.min(1, inputs.totalInterestCount / 5);
// 0 at 0 EOIs, 1 at 3+ EOIs.
const eoiCount = Math.min(1, inputs.eoiSignedCount / 3);
const r = recency * weights.heatWeightRecency * norm;
const f = furthestStage * weights.heatWeightFurthestStage * norm;
const ic = interestCount * weights.heatWeightInterestCount * norm;
const ec = eoiCount * weights.heatWeightEoiCount * norm;
const total = Math.max(0, Math.min(100, r + f + ic + ec));
return {
recency: Math.round(r * 100) / 100,
furthestStage: Math.round(f * 100) / 100,
interestCount: Math.round(ic * 100) / 100,
eoiCount: Math.round(ec * 100) / 100,
total: Math.round(total * 100) / 100,
};
}
// ─── Recommend ────────────────────────────────────────────────────────────
export interface RecommendBerthsArgs {
interestId: string;
portId: string;
/** Override the per-port topNDefault. */
topN?: number;
/** Override the per-port maxOversizePct. */
maxOversizePct?: number;
/** Show late-stage (Tier D) berths even when the per-port setting hides them. */
showLateStage?: boolean;
/** Optional rep-supplied amenity filters. */
amenityFilters?: {
minPowerCapacityKw?: number;
requiredVoltage?: number;
requiredAccess?: string;
requiredMooringType?: string;
requiredCleatCapacity?: string;
};
}
export interface Recommendation {
berthId: string;
mooringNumber: string;
area: string | null;
tier: Tier;
fitScore: number;
sizeBufferPct: number | null;
heat: HeatBreakdown | null;
reasons: {
dimensional: string;
pipeline: string;
amenities?: string;
heat?: string;
};
lengthFt: number | null;
widthFt: number | null;
draftFt: number | null;
status: string;
amenities: {
powerCapacity: number | null;
voltage: number | null;
access: string | null;
mooringType: string | null;
cleatCapacity: string | null;
};
}
interface RawRow extends Record<string, unknown> {
berthId: string;
mooringNumber: string;
area: string | null;
status: string;
lengthFt: string | null;
widthFt: string | null;
draftFt: string | null;
powerCapacity: string | null;
voltage: string | null;
access: string | null;
mooringType: string | null;
cleatCapacity: string | null;
activeInterestCount: number;
lostCount: number;
maxActiveStage: number;
latestFallthroughAt: Date | null;
fallthroughMaxStage: number;
totalInterestCount: number;
eoiSignedCount: number;
}
interface InterestInput {
desiredLengthFt: number | null;
desiredWidthFt: number | null;
desiredDraftFt: number | null;
portId: string;
}
async function loadInterestInput(interestId: string): Promise<InterestInput | null> {
const [row] = await db
.select({
desiredLengthFt: interests.desiredLengthFt,
desiredWidthFt: interests.desiredWidthFt,
desiredDraftFt: interests.desiredDraftFt,
portId: interests.portId,
})
.from(interests)
.where(eq(interests.id, interestId))
.limit(1);
if (!row) return null;
const toNum = (v: string | null): number | null => {
if (v === null) return null;
const n = parseFloat(v);
return Number.isFinite(n) ? n : null;
};
return {
desiredLengthFt: toNum(row.desiredLengthFt),
desiredWidthFt: toNum(row.desiredWidthFt),
desiredDraftFt: toNum(row.desiredDraftFt),
portId: row.portId,
};
}
/**
* Run the recommender. Returns ranked recommendations top-N. Multi-port
* isolation is enforced both in the CTE (`b.port_id = $portId`) and via
* the interest's own port_id - cross-port queries fail explicitly
* rather than leak (§14.10 critical).
*/
export async function recommendBerths(args: RecommendBerthsArgs): Promise<Recommendation[]> {
const settings = await loadRecommenderSettings(args.portId);
const interestInput = await loadInterestInput(args.interestId);
if (!interestInput) return [];
if (interestInput.portId !== args.portId) {
// Defensive: caller passed a port that doesn't own this interest.
throw new Error(
`Recommender: interest ${args.interestId} belongs to port ${interestInput.portId}, not ${args.portId}`,
);
}
const oversizePct = args.maxOversizePct ?? settings.maxOversizePct;
const topN = args.topN ?? settings.topNDefault;
const showLateStage = args.showLateStage ?? !settings.tierLadderHideLateStage;
const oversizeMultiplier = 1 + oversizePct / 100;
const predicates: ReturnType<typeof sql>[] = [
sql`b.port_id = ${args.portId}`,
sql`b.status <> 'sold'`,
];
if (interestInput.desiredLengthFt !== null) {
predicates.push(sql`b.length_ft::numeric >= ${interestInput.desiredLengthFt}`);
predicates.push(
sql`b.length_ft::numeric <= ${interestInput.desiredLengthFt}::numeric * ${oversizeMultiplier}::numeric`,
);
}
if (interestInput.desiredWidthFt !== null) {
predicates.push(sql`b.width_ft::numeric >= ${interestInput.desiredWidthFt}`);
}
if (interestInput.desiredDraftFt !== null) {
predicates.push(sql`b.draft_ft::numeric >= ${interestInput.desiredDraftFt}`);
}
if (args.amenityFilters?.minPowerCapacityKw != null) {
predicates.push(sql`b.power_capacity::numeric >= ${args.amenityFilters.minPowerCapacityKw}`);
}
if (args.amenityFilters?.requiredVoltage != null) {
predicates.push(sql`b.voltage::numeric = ${args.amenityFilters.requiredVoltage}`);
}
if (args.amenityFilters?.requiredAccess) {
predicates.push(sql`b.access = ${args.amenityFilters.requiredAccess}`);
}
if (args.amenityFilters?.requiredMooringType) {
predicates.push(sql`b.mooring_type = ${args.amenityFilters.requiredMooringType}`);
}
if (args.amenityFilters?.requiredCleatCapacity) {
predicates.push(sql`b.cleat_capacity = ${args.amenityFilters.requiredCleatCapacity}`);
}
const whereClause = sql.join(predicates, sql` AND `);
const rawRows = await db.execute<RawRow>(sql`
WITH feasible AS (
SELECT b.*
FROM berths b
WHERE ${whereClause}
),
aggregates AS (
SELECT
f.id AS berth_id,
COUNT(*) FILTER (WHERE i.archived_at IS NULL AND i.outcome IS NULL) AS active_interest_count,
COUNT(*) FILTER (
WHERE i.outcome IS NOT NULL AND i.outcome::text LIKE 'lost%'
) AS lost_count,
COALESCE(
MAX(CASE i.pipeline_stage
WHEN 'open' THEN 1
WHEN 'details_sent' THEN 2
WHEN 'in_communication' THEN 3
WHEN 'eoi_sent' THEN 4
WHEN 'eoi_signed' THEN 5
WHEN 'deposit_10pct' THEN 6
WHEN 'contract_sent' THEN 7
WHEN 'contract_signed' THEN 8
ELSE 0 END
) FILTER (WHERE i.archived_at IS NULL AND i.outcome IS NULL),
0
) AS max_active_stage,
MAX(i.outcome_at) FILTER (
WHERE i.outcome IS NOT NULL AND i.outcome::text LIKE 'lost%'
) AS latest_fallthrough_at,
COALESCE(
MAX(CASE i.pipeline_stage
WHEN 'open' THEN 1
WHEN 'details_sent' THEN 2
WHEN 'in_communication' THEN 3
WHEN 'eoi_sent' THEN 4
WHEN 'eoi_signed' THEN 5
WHEN 'deposit_10pct' THEN 6
WHEN 'contract_sent' THEN 7
WHEN 'contract_signed' THEN 8
ELSE 0 END
) FILTER (WHERE i.outcome IS NOT NULL AND i.outcome::text LIKE 'lost%'),
0
) AS fallthrough_max_stage,
COUNT(*) AS total_interest_count,
COUNT(*) FILTER (WHERE i.eoi_status = 'signed') AS eoi_signed_count
FROM feasible f
LEFT JOIN interest_berths ib ON ib.berth_id = f.id
LEFT JOIN interests i ON i.id = ib.interest_id
GROUP BY f.id
)
SELECT
f.id AS "berthId",
f.mooring_number AS "mooringNumber",
f.area,
f.status,
f.length_ft AS "lengthFt",
f.width_ft AS "widthFt",
f.draft_ft AS "draftFt",
f.power_capacity AS "powerCapacity",
f.voltage,
f.access,
f.mooring_type AS "mooringType",
f.cleat_capacity AS "cleatCapacity",
a.active_interest_count::int AS "activeInterestCount",
a.lost_count::int AS "lostCount",
a.max_active_stage::int AS "maxActiveStage",
a.latest_fallthrough_at AS "latestFallthroughAt",
a.fallthrough_max_stage::int AS "fallthroughMaxStage",
a.total_interest_count::int AS "totalInterestCount",
a.eoi_signed_count::int AS "eoiSignedCount"
FROM feasible f
JOIN aggregates a ON a.berth_id = f.id
`);
const rows = (rawRows as { rows?: RawRow[] }).rows ?? (rawRows as unknown as RawRow[]);
// Apply tier classification + fall-through cooldown filter + heat scoring + fit ranking in JS.
const cooldownCutoff =
settings.fallthroughPolicy === 'cooldown'
? new Date(Date.now() - settings.fallthroughCooldownDays * 86_400_000)
: null;
const recommendations: Recommendation[] = [];
for (const r of rows) {
const tier = classifyTier(r);
if (tier === 'D' && !showLateStage) continue;
if (tier === 'B' && settings.fallthroughPolicy === 'never_auto_recommend') continue;
if (
tier === 'B' &&
cooldownCutoff &&
r.latestFallthroughAt &&
new Date(r.latestFallthroughAt) > cooldownCutoff
) {
continue;
}
const lengthFt = r.lengthFt === null ? null : parseFloat(r.lengthFt);
const widthFt = r.widthFt === null ? null : parseFloat(r.widthFt);
const draftFt = r.draftFt === null ? null : parseFloat(r.draftFt);
const sizeBufferPct =
interestInput.desiredLengthFt && lengthFt
? Math.round(
((lengthFt - interestInput.desiredLengthFt) / interestInput.desiredLengthFt) * 1000,
) / 10
: null;
const heat =
tier === 'B'
? computeHeat(
{
latestFallthroughAt: r.latestFallthroughAt ? new Date(r.latestFallthroughAt) : null,
totalInterestCount: r.totalInterestCount,
eoiSignedCount: r.eoiSignedCount,
fallthroughMaxStage: r.fallthroughMaxStage,
},
settings,
)
: null;
// Fit score: tier weight + 1/(1+buffer) closeness + heat boost.
// Tier base scores: A=80, B=60+heat, C=40, D=20. Smaller buffer adds up to 20.
const tierBase = { A: 80, B: 60, C: 40, D: 20 }[tier];
const closeness =
sizeBufferPct === null
? 10
: Math.max(0, 20 - Math.abs(sizeBufferPct) / Math.max(1, oversizePct / 20));
const heatBoost = heat ? heat.total / 5 : 0;
const fitScore = Math.max(0, Math.min(100, tierBase + closeness + heatBoost));
recommendations.push({
berthId: r.berthId,
mooringNumber: r.mooringNumber,
area: r.area,
tier,
fitScore: Math.round(fitScore * 10) / 10,
sizeBufferPct,
heat,
reasons: {
dimensional:
sizeBufferPct === null
? 'No length specified - all feasible berths shown'
: `Within ${Math.abs(sizeBufferPct)}% of desired length`,
pipeline: pipelineReason(tier, r),
...(heat ? { heat: heatSummary(heat) } : {}),
...(args.amenityFilters && Object.keys(args.amenityFilters).length > 0
? { amenities: 'All required amenities matched' }
: {}),
},
lengthFt,
widthFt,
draftFt,
status: r.status,
amenities: {
powerCapacity: r.powerCapacity === null ? null : parseFloat(r.powerCapacity),
voltage: r.voltage === null ? null : parseFloat(r.voltage),
access: r.access,
mooringType: r.mooringType,
cleatCapacity: r.cleatCapacity,
},
});
}
recommendations.sort((a, b) => {
const tierRank = (t: Tier): number => ({ A: 1, B: 2, C: 3, D: 4 })[t];
if (tierRank(a.tier) !== tierRank(b.tier)) return tierRank(a.tier) - tierRank(b.tier);
return b.fitScore - a.fitScore;
});
return recommendations.slice(0, topN);
}
function pipelineReason(tier: Tier, r: RawRow): string {
switch (tier) {
case 'A':
return 'No prior interest history';
case 'B':
return `Previously fell through (${r.lostCount} time${r.lostCount === 1 ? '' : 's'})`;
case 'C':
return `${r.activeInterestCount} active interest${r.activeInterestCount === 1 ? '' : 's'} in early stage`;
case 'D':
return 'Active interest in late stage';
}
}
function heatSummary(h: HeatBreakdown): string {
return `Heat ${h.total.toFixed(0)}/100 (recency ${h.recency.toFixed(0)}, stage ${h.furthestStage.toFixed(0)}, count ${h.interestCount.toFixed(0)}, EOI ${h.eoiCount.toFixed(0)})`;
}

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import { describe, it, expect } from 'vitest';
import {
classifyTier,
computeHeat,
DEFAULT_RECOMMENDER_SETTINGS,
} from '@/lib/services/berth-recommender.service';
describe('classifyTier', () => {
it('"A" when there is no interest history at all', () => {
expect(classifyTier({ activeInterestCount: 0, lostCount: 0, maxActiveStage: 0 })).toBe('A');
});
it('"B" when only lost interests exist (no active)', () => {
expect(classifyTier({ activeInterestCount: 0, lostCount: 2, maxActiveStage: 0 })).toBe('B');
});
it('"C" when an active interest is in an early stage', () => {
expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 3 })).toBe('C');
});
it('"C" even when a prior interest was lost, if there is an active one', () => {
expect(classifyTier({ activeInterestCount: 1, lostCount: 5, maxActiveStage: 2 })).toBe('C');
});
it('"D" when an active interest is at deposit or beyond', () => {
expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 6 })).toBe('D');
expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 8 })).toBe('D');
});
it('still "C" at eoi_signed (stage 5) - tier D only kicks in at deposit', () => {
expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 5 })).toBe('C');
});
});
describe('computeHeat', () => {
const w = DEFAULT_RECOMMENDER_SETTINGS;
const NOW = new Date('2026-05-05T00:00:00Z');
it('zero heat when nothing in history', () => {
const h = computeHeat(
{
latestFallthroughAt: null,
totalInterestCount: 0,
eoiSignedCount: 0,
fallthroughMaxStage: 0,
},
w,
NOW,
);
expect(h.total).toBe(0);
});
it('full recency for a fall-through within the last 30 days', () => {
const h = computeHeat(
{
latestFallthroughAt: new Date('2026-04-25T00:00:00Z'),
totalInterestCount: 0,
eoiSignedCount: 0,
fallthroughMaxStage: 1,
},
w,
NOW,
);
// recency component should be the full heat_weight_recency (30)
expect(h.recency).toBeCloseTo(30, 1);
});
it('zero recency for an ancient fall-through (>1 year)', () => {
const h = computeHeat(
{
latestFallthroughAt: new Date('2024-01-01T00:00:00Z'),
totalInterestCount: 0,
eoiSignedCount: 0,
fallthroughMaxStage: 1,
},
w,
NOW,
);
expect(h.recency).toBe(0);
});
it('full furthest-stage when the fall-through reached deposit', () => {
const h = computeHeat(
{
latestFallthroughAt: null,
totalInterestCount: 0,
eoiSignedCount: 0,
fallthroughMaxStage: 6, // deposit_10pct
},
w,
NOW,
);
expect(h.furthestStage).toBeCloseTo(40, 1);
});
it('saturates interest-count at 5+', () => {
const h = computeHeat(
{
latestFallthroughAt: null,
totalInterestCount: 10,
eoiSignedCount: 0,
fallthroughMaxStage: 0,
},
w,
NOW,
);
expect(h.interestCount).toBeCloseTo(15, 1); // full weight
});
it('saturates EOI-count at 3+', () => {
const h = computeHeat(
{
latestFallthroughAt: null,
totalInterestCount: 0,
eoiSignedCount: 5,
fallthroughMaxStage: 0,
},
w,
NOW,
);
expect(h.eoiCount).toBeCloseTo(15, 1);
});
it('total ≈ 100 when everything is maxed', () => {
const h = computeHeat(
{
latestFallthroughAt: new Date('2026-04-25T00:00:00Z'),
totalInterestCount: 5,
eoiSignedCount: 3,
fallthroughMaxStage: 6,
},
w,
NOW,
);
expect(h.total).toBeGreaterThanOrEqual(99);
expect(h.total).toBeLessThanOrEqual(100);
});
it('respects tunable per-port weights (skewed toward recency)', () => {
const skewed = {
heatWeightRecency: 100,
heatWeightFurthestStage: 0,
heatWeightInterestCount: 0,
heatWeightEoiCount: 0,
};
const recent = computeHeat(
{
latestFallthroughAt: new Date('2026-04-25T00:00:00Z'),
totalInterestCount: 0,
eoiSignedCount: 0,
fallthroughMaxStage: 0,
},
skewed,
NOW,
);
expect(recent.total).toBeCloseTo(100, 1);
const old = computeHeat(
{
latestFallthroughAt: new Date('2024-01-01T00:00:00Z'),
totalInterestCount: 5,
eoiSignedCount: 3,
fallthroughMaxStage: 6,
},
skewed,
NOW,
);
expect(old.total).toBe(0);
});
it('zero-weights guard (no division-by-zero blow-up)', () => {
const zeros = {
heatWeightRecency: 0,
heatWeightFurthestStage: 0,
heatWeightInterestCount: 0,
heatWeightEoiCount: 0,
};
const h = computeHeat(
{
latestFallthroughAt: new Date(),
totalInterestCount: 5,
eoiSignedCount: 3,
fallthroughMaxStage: 6,
},
zeros,
NOW,
);
expect(h.total).toBe(0);
});
});