Files
pn-new-crm/tests/integration/analytics-service.test.ts
Matt 6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
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>
2026-05-14 03:39:21 +02:00

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/**
* Analytics service integration tests — exercise the four computations
* against a seeded port + assert the cache layer reads/writes correctly.
*/
import { describe, it, expect } from 'vitest';
import { eq, and } from 'drizzle-orm';
import { db } from '@/lib/db';
import { interests } from '@/lib/db/schema/interests';
import { invoices } from '@/lib/db/schema/financial';
import { berthReservations } from '@/lib/db/schema/reservations';
import { analyticsSnapshots } from '@/lib/db/schema/insights';
import {
computePipelineFunnel,
computeOccupancyTimeline,
computeRevenueBreakdown,
computeLeadSourceAttribution,
getPipelineFunnel,
refreshSnapshotsForPort,
ALL_METRICS,
ALL_RANGES,
SNAPSHOT_TTL_MS,
} from '@/lib/services/analytics.service';
import { makePort, makeClient, makeBerth, makeYacht } from '../helpers/factories';
describe('analytics service', () => {
describe('computePipelineFunnel', () => {
it('aggregates interests by stage with conversion percentages', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
// 3 enquiry, 2 qualified, 1 nurturing
for (const stage of [
'enquiry',
'enquiry',
'enquiry',
'qualified',
'qualified',
'nurturing',
]) {
await db.insert(interests).values({
portId: port.id,
clientId: client.id,
pipelineStage: stage,
});
}
const result = await computePipelineFunnel(port.id, '30d');
const enquiry = result.stages.find((s) => s.stage === 'enquiry');
const qualified = result.stages.find((s) => s.stage === 'qualified');
const nurturing = result.stages.find((s) => s.stage === 'nurturing');
expect(enquiry?.count).toBe(3);
expect(enquiry?.conversionPct).toBe(100);
expect(qualified?.count).toBe(2);
expect(qualified?.conversionPct).toBeCloseTo(66.7, 0);
expect(nurturing?.count).toBe(1);
expect(nurturing?.conversionPct).toBeCloseTo(33.3, 0);
});
it('returns zeros when port has no interests', async () => {
const port = await makePort();
const result = await computePipelineFunnel(port.id, '30d');
expect(result.stages).toHaveLength(7);
expect(result.stages.every((s) => s.count === 0)).toBe(true);
});
});
describe('computeOccupancyTimeline', () => {
it('returns 7 points for 7d range with occupancy percentages', async () => {
const port = await makePort();
await makeBerth({ portId: port.id });
await makeBerth({ portId: port.id });
const client = await makeClient({ portId: port.id });
const yacht = await makeYacht({
portId: port.id,
ownerType: 'client',
ownerId: client.id,
});
const berth = await makeBerth({ portId: port.id });
// Active reservation covering today
await db.insert(berthReservations).values({
portId: port.id,
berthId: berth.id,
clientId: client.id,
yachtId: yacht.id,
status: 'active',
startDate: new Date(Date.now() - 5 * 86_400_000),
createdBy: 'seed',
});
const result = await computeOccupancyTimeline(port.id, '7d');
expect(result.points).toHaveLength(7);
// Last point is today; should reflect 1/3 occupancy.
const today = result.points[result.points.length - 1]!;
expect(today.total).toBe(3);
expect(today.occupied).toBe(1);
expect(today.occupancyPct).toBeCloseTo(33.3, 0);
});
});
describe('computeRevenueBreakdown', () => {
it('groups invoice totals by status and currency', async () => {
const port = await makePort();
const baseInvoice = {
portId: port.id,
clientName: 'Acme',
billingEntityType: 'client' as const,
billingEntityId: 'client-id',
dueDate: '2026-12-31',
currency: 'USD',
subtotal: '0',
createdBy: 'seed',
};
await db.insert(invoices).values([
{ ...baseInvoice, invoiceNumber: 'INV-001', total: '1000', status: 'paid' },
{ ...baseInvoice, invoiceNumber: 'INV-002', total: '500', status: 'paid' },
{ ...baseInvoice, invoiceNumber: 'INV-003', total: '2000', status: 'sent' },
]);
const result = await computeRevenueBreakdown(port.id, '30d');
const paid = result.bars.find((b) => b.status === 'paid');
const sent = result.bars.find((b) => b.status === 'sent');
expect(paid?.amount).toBe(1500);
expect(sent?.amount).toBe(2000);
});
});
describe('computeLeadSourceAttribution', () => {
it('counts interests grouped by source descending', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
for (const source of ['website', 'website', 'website', 'manual', 'referral', 'referral']) {
await db.insert(interests).values({
portId: port.id,
clientId: client.id,
pipelineStage: 'open',
source,
});
}
const result = await computeLeadSourceAttribution(port.id, '30d');
expect(result.slices[0]).toEqual({ source: 'website', count: 3 });
expect(result.slices[1]).toEqual({ source: 'referral', count: 2 });
expect(result.slices[2]).toEqual({ source: 'manual', count: 1 });
});
it('groups null source as "unspecified"', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
await db.insert(interests).values({
portId: port.id,
clientId: client.id,
pipelineStage: 'open',
source: null,
});
const result = await computeLeadSourceAttribution(port.id, '30d');
expect(result.slices.find((s) => s.source === 'unspecified')?.count).toBe(1);
});
});
describe('cache', () => {
it('getPipelineFunnel writes a snapshot and returns it on subsequent calls', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
await db.insert(interests).values({
portId: port.id,
clientId: client.id,
pipelineStage: 'open',
});
const first = await getPipelineFunnel(port.id, '30d');
// Snapshot written.
const row = await db.query.analyticsSnapshots.findFirst({
where: and(
eq(analyticsSnapshots.portId, port.id),
eq(analyticsSnapshots.metricId, 'pipeline_funnel.30d'),
),
});
expect(row).toBeDefined();
expect(row?.data).toEqual(first);
// Mutate the snapshot row directly to confirm cache is being read,
// not recomputed.
const sentinel = { stages: [{ stage: 'sentinel', count: 999, conversionPct: 0 }] };
await db
.update(analyticsSnapshots)
.set({ data: sentinel })
.where(
and(
eq(analyticsSnapshots.portId, port.id),
eq(analyticsSnapshots.metricId, 'pipeline_funnel.30d'),
),
);
const second = await getPipelineFunnel(port.id, '30d');
expect(second).toEqual(sentinel);
});
it('refreshSnapshotsForPort warms every metric × range combo', async () => {
const port = await makePort();
await refreshSnapshotsForPort(port.id);
const rows = await db
.select({ metricId: analyticsSnapshots.metricId })
.from(analyticsSnapshots)
.where(eq(analyticsSnapshots.portId, port.id));
const expected = ALL_METRICS.length * ALL_RANGES.length;
expect(rows).toHaveLength(expected);
});
it('snapshot ttl constant is 15 minutes', () => {
expect(SNAPSHOT_TTL_MS).toBe(15 * 60 * 1000);
});
});
});