Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
216 lines
7.6 KiB
TypeScript
216 lines
7.6 KiB
TypeScript
/**
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* Analytics service integration tests — exercise the four computations
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* against a seeded port + assert the cache layer reads/writes correctly.
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*/
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import { describe, it, expect } from 'vitest';
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import { eq, and } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { interests } from '@/lib/db/schema/interests';
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import { invoices } from '@/lib/db/schema/financial';
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import { berthReservations } from '@/lib/db/schema/reservations';
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import { analyticsSnapshots } from '@/lib/db/schema/insights';
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import {
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computePipelineFunnel,
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computeOccupancyTimeline,
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computeRevenueBreakdown,
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computeLeadSourceAttribution,
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getPipelineFunnel,
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refreshSnapshotsForPort,
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ALL_METRICS,
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ALL_RANGES,
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SNAPSHOT_TTL_MS,
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} from '@/lib/services/analytics.service';
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import { makePort, makeClient, makeBerth, makeYacht } from '../helpers/factories';
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describe('analytics service', () => {
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describe('computePipelineFunnel', () => {
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it('aggregates interests by stage with conversion percentages', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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// 3 enquiry, 2 qualified, 1 nurturing
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for (const stage of [
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'enquiry',
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'enquiry',
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'enquiry',
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'qualified',
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'qualified',
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'nurturing',
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]) {
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await db.insert(interests).values({
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portId: port.id,
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clientId: client.id,
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pipelineStage: stage,
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});
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}
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const result = await computePipelineFunnel(port.id, '30d');
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const enquiry = result.stages.find((s) => s.stage === 'enquiry');
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const qualified = result.stages.find((s) => s.stage === 'qualified');
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const nurturing = result.stages.find((s) => s.stage === 'nurturing');
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expect(enquiry?.count).toBe(3);
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expect(enquiry?.conversionPct).toBe(100);
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expect(qualified?.count).toBe(2);
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expect(qualified?.conversionPct).toBeCloseTo(66.7, 0);
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expect(nurturing?.count).toBe(1);
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expect(nurturing?.conversionPct).toBeCloseTo(33.3, 0);
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});
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it('returns zeros when port has no interests', async () => {
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const port = await makePort();
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const result = await computePipelineFunnel(port.id, '30d');
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expect(result.stages).toHaveLength(7);
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expect(result.stages.every((s) => s.count === 0)).toBe(true);
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});
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});
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describe('computeOccupancyTimeline', () => {
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it('returns 7 points for 7d range with occupancy percentages', async () => {
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const port = await makePort();
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await makeBerth({ portId: port.id });
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await makeBerth({ portId: port.id });
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const client = await makeClient({ portId: port.id });
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const yacht = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: client.id,
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});
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const berth = await makeBerth({ portId: port.id });
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// Active reservation covering today
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await db.insert(berthReservations).values({
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portId: port.id,
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berthId: berth.id,
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clientId: client.id,
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yachtId: yacht.id,
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status: 'active',
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startDate: new Date(Date.now() - 5 * 86_400_000),
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createdBy: 'seed',
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});
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const result = await computeOccupancyTimeline(port.id, '7d');
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expect(result.points).toHaveLength(7);
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// Last point is today; should reflect 1/3 occupancy.
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const today = result.points[result.points.length - 1]!;
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expect(today.total).toBe(3);
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expect(today.occupied).toBe(1);
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expect(today.occupancyPct).toBeCloseTo(33.3, 0);
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});
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});
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describe('computeRevenueBreakdown', () => {
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it('groups invoice totals by status and currency', async () => {
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const port = await makePort();
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const baseInvoice = {
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portId: port.id,
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clientName: 'Acme',
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billingEntityType: 'client' as const,
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billingEntityId: 'client-id',
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dueDate: '2026-12-31',
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currency: 'USD',
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subtotal: '0',
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createdBy: 'seed',
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};
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await db.insert(invoices).values([
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{ ...baseInvoice, invoiceNumber: 'INV-001', total: '1000', status: 'paid' },
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{ ...baseInvoice, invoiceNumber: 'INV-002', total: '500', status: 'paid' },
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{ ...baseInvoice, invoiceNumber: 'INV-003', total: '2000', status: 'sent' },
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]);
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const result = await computeRevenueBreakdown(port.id, '30d');
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const paid = result.bars.find((b) => b.status === 'paid');
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const sent = result.bars.find((b) => b.status === 'sent');
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expect(paid?.amount).toBe(1500);
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expect(sent?.amount).toBe(2000);
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});
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});
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describe('computeLeadSourceAttribution', () => {
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it('counts interests grouped by source descending', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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for (const source of ['website', 'website', 'website', 'manual', 'referral', 'referral']) {
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await db.insert(interests).values({
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portId: port.id,
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clientId: client.id,
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pipelineStage: 'open',
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source,
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});
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}
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const result = await computeLeadSourceAttribution(port.id, '30d');
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expect(result.slices[0]).toEqual({ source: 'website', count: 3 });
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expect(result.slices[1]).toEqual({ source: 'referral', count: 2 });
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expect(result.slices[2]).toEqual({ source: 'manual', count: 1 });
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});
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it('groups null source as "unspecified"', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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await db.insert(interests).values({
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portId: port.id,
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clientId: client.id,
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pipelineStage: 'open',
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source: null,
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});
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const result = await computeLeadSourceAttribution(port.id, '30d');
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expect(result.slices.find((s) => s.source === 'unspecified')?.count).toBe(1);
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});
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});
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describe('cache', () => {
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it('getPipelineFunnel writes a snapshot and returns it on subsequent calls', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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await db.insert(interests).values({
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portId: port.id,
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clientId: client.id,
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pipelineStage: 'open',
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});
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const first = await getPipelineFunnel(port.id, '30d');
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// Snapshot written.
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const row = await db.query.analyticsSnapshots.findFirst({
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where: and(
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eq(analyticsSnapshots.portId, port.id),
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eq(analyticsSnapshots.metricId, 'pipeline_funnel.30d'),
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),
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});
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expect(row).toBeDefined();
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expect(row?.data).toEqual(first);
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// Mutate the snapshot row directly to confirm cache is being read,
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// not recomputed.
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const sentinel = { stages: [{ stage: 'sentinel', count: 999, conversionPct: 0 }] };
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await db
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.update(analyticsSnapshots)
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.set({ data: sentinel })
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.where(
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and(
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eq(analyticsSnapshots.portId, port.id),
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eq(analyticsSnapshots.metricId, 'pipeline_funnel.30d'),
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),
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);
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const second = await getPipelineFunnel(port.id, '30d');
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expect(second).toEqual(sentinel);
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});
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it('refreshSnapshotsForPort warms every metric × range combo', async () => {
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const port = await makePort();
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await refreshSnapshotsForPort(port.id);
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const rows = await db
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.select({ metricId: analyticsSnapshots.metricId })
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.from(analyticsSnapshots)
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.where(eq(analyticsSnapshots.portId, port.id));
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const expected = ALL_METRICS.length * ALL_RANGES.length;
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expect(rows).toHaveLength(expected);
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});
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it('snapshot ttl constant is 15 minutes', () => {
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expect(SNAPSHOT_TTL_MS).toBe(15 * 60 * 1000);
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});
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});
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});
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