Bundles the prior autonomous-session output that was sitting unstaged: - Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances) - country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk after the per-subpath dynamic-import approach silently failed in webpack) - Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index, redirects (ocr to ai, reports to dashboard, invitations to users), docs/admin-ia-proposal.md - Per-template email tester (registry + endpoint + UI on Email admin page) - Cancel-document mode picker (delete-from-Documenso vs keep-for-audit) - Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers - Customize-widgets per-region sortables at xl+ (charts/rails/feed); single flat sortable below xl when the layout stacks; per-viewport saved orders - Audit doc updates capturing each shipped item - Lint fixes: react-compiler immutability in DonutChart (reduce instead of let-reassign), set-state-in-effect disables in CountryFlag and UploadForSigning preview-bytes effect, unused 'confirm' destructures in interest contract + reservation tabs, unescaped apostrophe in test-template card copy
373 lines
14 KiB
TypeScript
373 lines
14 KiB
TypeScript
import { and, count, eq, gte, inArray, isNull } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { redis } from '@/lib/redis';
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import { interests, interestBerths, interestNotes } from '@/lib/db/schema/interests';
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import { reminders } from '@/lib/db/schema/operations';
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import { emailThreads } from '@/lib/db/schema/email';
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import { logger } from '@/lib/logger';
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import { PIPELINE_STAGES } from '@/lib/constants';
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import { NotFoundError } from '@/lib/errors';
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// ─── Types ────────────────────────────────────────────────────────────────────
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export interface InterestScore {
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totalScore: number; // 0-100 (normalised)
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breakdown: {
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pipelineAge: number; // 0-100
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stageSpeed: number; // 0-100
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documentCompleteness: number; // 0-100
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engagement: number; // 0-100
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berthLinked: number; // 0 or 25
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};
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calculatedAt: Date;
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}
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// ─── Redis cache ──────────────────────────────────────────────────────────────
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// Cache key includes portId so a foreign-port caller hitting the same
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// interestId never sees a port-A cached value. (Even if interestId is
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// already globally unique, baking portId into the key means a stale or
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// hostile caller cannot reuse cached entries across tenants.)
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const SCORE_KEY = (portId: string, interestId: string) => `interest-score:${portId}:${interestId}`;
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const SCORE_TTL = 3600; // 1 hour
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// ─── Scoring helpers ──────────────────────────────────────────────────────────
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function scorePipelineAge(createdAt: Date): number {
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const days = Math.floor((Date.now() - createdAt.getTime()) / (1000 * 60 * 60 * 24));
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if (days <= 30) return 100;
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if (days <= 60) return 80;
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if (days <= 90) return 60;
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if (days <= 180) return 40;
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return 20;
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}
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function scoreStageSpeed(createdAt: Date, pipelineStage: string): number {
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const idx = PIPELINE_STAGES.indexOf(pipelineStage as (typeof PIPELINE_STAGES)[number]);
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const stageIndex = idx === -1 ? 0 : idx;
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if (stageIndex === 0) {
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// Still at open - no progression
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return 0;
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}
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const daysSinceCreation = Math.max(1, (Date.now() - createdAt.getTime()) / (1000 * 60 * 60 * 24));
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// Average days per stage transition
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const avgDaysPerStage = daysSinceCreation / stageIndex;
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// Thresholds: <7 days/stage = great, <14 = ok, <30 = slow, >=30 = cold
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if (avgDaysPerStage < 7) return 100;
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if (avgDaysPerStage < 14) return 75;
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if (avgDaysPerStage < 30) return 50;
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if (avgDaysPerStage < 60) return 25;
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return 10;
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}
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function scoreDocumentCompleteness(interest: {
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eoiStatus: string | null;
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contractStatus: string | null;
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depositStatus: string | null;
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dateEoiSigned: Date | null;
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dateContractSigned: Date | null;
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dateDepositReceived: Date | null;
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}): number {
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let score = 0;
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// EOI signed
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if (interest.eoiStatus === 'signed' || interest.dateEoiSigned != null) {
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score += 30;
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}
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// Contract
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if (interest.contractStatus === 'signed' || interest.dateContractSigned != null) {
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score += 30;
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}
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// Deposit
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if (
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interest.depositStatus === 'received' ||
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interest.depositStatus === 'paid' ||
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interest.dateDepositReceived != null
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) {
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score += 40;
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}
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return Math.min(score, 100);
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}
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// ─── Main scoring function ────────────────────────────────────────────────────
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export async function calculateInterestScore(
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interestId: string,
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portId: string,
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): Promise<InterestScore> {
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// Verify the interest belongs to the caller's port BEFORE returning a
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// cached value. The cache key now includes portId, but defense-in-depth:
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// a port-B caller passing a port-A interestId still gets NotFound
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// instead of a leaked score.
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const interest = await db.query.interests.findFirst({
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where: and(eq(interests.id, interestId), eq(interests.portId, portId)),
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});
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if (!interest) {
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throw new NotFoundError('interest');
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}
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// Try cache (port-scoped key)
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try {
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const cached = await redis.get(SCORE_KEY(portId, interestId));
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if (cached) {
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const parsed = JSON.parse(cached) as InterestScore & { calculatedAt: string };
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return { ...parsed, calculatedAt: new Date(parsed.calculatedAt) };
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}
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} catch (err) {
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logger.warn({ err, interestId }, 'Redis cache read failed for interest score');
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}
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// 1. Pipeline age
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const pipelineAge = scorePipelineAge(interest.createdAt);
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// 2. Stage speed
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const stageSpeed = scoreStageSpeed(interest.createdAt, interest.pipelineStage);
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// 3. Document completeness
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const documentCompleteness = scoreDocumentCompleteness(interest);
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// 4. Engagement - notes, emails, reminders in last 30 days
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const thirtyDaysAgo = new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
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const [notesResult, remindersResult, emailResult, berthLinkResult] = await Promise.all([
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db
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.select({ value: count() })
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.from(interestNotes)
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.where(
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and(eq(interestNotes.interestId, interestId), gte(interestNotes.createdAt, thirtyDaysAgo)),
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),
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db
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.select({ value: count() })
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.from(reminders)
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.where(
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and(
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eq(reminders.interestId, interestId),
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eq(reminders.status, 'completed'),
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gte(reminders.completedAt, thirtyDaysAgo),
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),
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),
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db
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.select({ value: count() })
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.from(emailThreads)
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.where(
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and(
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eq(emailThreads.clientId, interest.clientId),
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eq(emailThreads.portId, portId),
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gte(emailThreads.lastMessageAt, thirtyDaysAgo),
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),
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),
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// Plan §3.4: any junction row counts as "berth linked", not just the
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// primary - the score awards engagement for an interest that has *any*
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// berth association at all.
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db
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.select({ value: count() })
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.from(interestBerths)
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.where(eq(interestBerths.interestId, interestId)),
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]);
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const notesCount = notesResult[0]?.value ?? 0;
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const remindersCount = remindersResult[0]?.value ?? 0;
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const emailCount = emailResult[0]?.value ?? 0;
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const notesScore = Math.min(notesCount * 10, 50);
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const emailScore = Math.min(emailCount * 5, 30);
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const remindersScore = Math.min(remindersCount * 10, 20);
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const engagement = Math.min(notesScore + emailScore + remindersScore, 100);
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// 5. Berth linked - true when the interest has at least one junction row.
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const berthLinked = (berthLinkResult[0]?.value ?? 0) > 0 ? 25 : 0;
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// ── Normalise: max raw = 100+100+100+100+25 = 425 → /425 * 100 ──
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const RAW_MAX = 425;
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const rawTotal = pipelineAge + stageSpeed + documentCompleteness + engagement + berthLinked;
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const totalScore = Math.round((rawTotal / RAW_MAX) * 100);
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const result: InterestScore = {
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totalScore,
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breakdown: {
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pipelineAge,
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stageSpeed,
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documentCompleteness,
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engagement,
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berthLinked,
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},
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calculatedAt: new Date(),
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};
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// Write to cache (fire-and-forget)
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redis
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.setex(SCORE_KEY(portId, interestId), SCORE_TTL, JSON.stringify(result))
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.catch((err) =>
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logger.warn({ err, interestId }, 'Redis cache write failed for interest score'),
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);
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return result;
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}
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// ─── Bulk scoring ─────────────────────────────────────────────────────────────
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/**
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* Score every active interest in a port. The previous implementation
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* fanned out one scoring call per interest, each issuing 1 redis read +
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* 1 interests.findFirst + 4 count queries → 6N round trips per
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* dashboard render (≈6000 for a 1k-interest port). Cold-cache flushes
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* pegged the API for a couple of seconds.
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*
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* The new path replaces those 4N count queries with 4 grouped queries
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* (one per dimension, filtered by inArray on the port's interest ids)
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* and merges in JS. The redis cache is still consulted, but only as a
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* map merged onto the freshly computed scores so cached values short-
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* circuit recomputation without re-issuing the per-row count fan-out.
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*/
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export async function calculateBulkScores(
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portId: string,
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): Promise<Array<{ interestId: string; score: InterestScore }>> {
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const allInterests = await db
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.select({
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id: interests.id,
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clientId: interests.clientId,
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pipelineStage: interests.pipelineStage,
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createdAt: interests.createdAt,
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eoiStatus: interests.eoiStatus,
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contractStatus: interests.contractStatus,
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depositStatus: interests.depositStatus,
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dateEoiSigned: interests.dateEoiSigned,
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dateContractSigned: interests.dateContractSigned,
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dateDepositReceived: interests.dateDepositReceived,
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})
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.from(interests)
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.where(and(eq(interests.portId, portId), isNull(interests.archivedAt)));
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if (allInterests.length === 0) return [];
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const ids = allInterests.map((i) => i.id);
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const clientIds = Array.from(
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new Set(allInterests.map((i) => i.clientId).filter((v): v is string => Boolean(v))),
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);
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const thirtyDaysAgo = new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
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// Four grouped aggregates against the port's interest set. Each is a
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// single index-friendly scan on `interest_id` (or `client_id` for the
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// email-threads case) - no per-row round trips.
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const [notesGrouped, remindersGrouped, emailsGrouped, berthLinksGrouped] = await Promise.all([
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db
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.select({ interestId: interestNotes.interestId, value: count() })
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.from(interestNotes)
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.where(
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and(inArray(interestNotes.interestId, ids), gte(interestNotes.createdAt, thirtyDaysAgo)),
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)
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.groupBy(interestNotes.interestId),
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db
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.select({ interestId: reminders.interestId, value: count() })
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.from(reminders)
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.where(
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and(
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inArray(reminders.interestId, ids),
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eq(reminders.status, 'completed'),
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gte(reminders.completedAt, thirtyDaysAgo),
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),
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)
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.groupBy(reminders.interestId),
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clientIds.length > 0
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? db
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.select({ clientId: emailThreads.clientId, value: count() })
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.from(emailThreads)
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.where(
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and(
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inArray(emailThreads.clientId, clientIds),
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eq(emailThreads.portId, portId),
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gte(emailThreads.lastMessageAt, thirtyDaysAgo),
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),
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)
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.groupBy(emailThreads.clientId)
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: Promise.resolve([] as Array<{ clientId: string | null; value: number }>),
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db
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.select({ interestId: interestBerths.interestId, value: count() })
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.from(interestBerths)
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.where(inArray(interestBerths.interestId, ids))
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.groupBy(interestBerths.interestId),
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]);
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const notesByInterest = new Map(
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notesGrouped
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.filter((r): r is { interestId: string; value: number } => r.interestId !== null)
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.map((r) => [r.interestId, r.value]),
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);
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const remindersByInterest = new Map(
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remindersGrouped
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.filter((r): r is { interestId: string; value: number } => r.interestId !== null)
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.map((r) => [r.interestId, r.value]),
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);
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const emailsByClient = new Map(
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emailsGrouped
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.filter((r): r is { clientId: string; value: number } => r.clientId !== null)
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.map((r) => [r.clientId, r.value]),
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);
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const berthLinksByInterest = new Map(
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berthLinksGrouped
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.filter((r): r is { interestId: string; value: number } => r.interestId !== null)
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.map((r) => [r.interestId, r.value]),
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);
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const RAW_MAX = 425;
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const calculatedAt = new Date();
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const calculatedAtIso = calculatedAt.toISOString();
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const scored = allInterests.map((interest) => {
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const pipelineAge = scorePipelineAge(interest.createdAt);
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const stageSpeed = scoreStageSpeed(interest.createdAt, interest.pipelineStage);
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const documentCompleteness = scoreDocumentCompleteness({
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eoiStatus: interest.eoiStatus,
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contractStatus: interest.contractStatus,
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depositStatus: interest.depositStatus,
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dateEoiSigned: interest.dateEoiSigned,
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dateContractSigned: interest.dateContractSigned,
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dateDepositReceived: interest.dateDepositReceived,
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});
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const notesCount = notesByInterest.get(interest.id) ?? 0;
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const remindersCount = remindersByInterest.get(interest.id) ?? 0;
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const emailCount = interest.clientId ? (emailsByClient.get(interest.clientId) ?? 0) : 0;
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const notesScore = Math.min(notesCount * 10, 50);
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const emailScore = Math.min(emailCount * 5, 30);
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const remindersScore = Math.min(remindersCount * 10, 20);
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const engagement = Math.min(notesScore + emailScore + remindersScore, 100);
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const berthLinked = (berthLinksByInterest.get(interest.id) ?? 0) > 0 ? 25 : 0;
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const rawTotal = pipelineAge + stageSpeed + documentCompleteness + engagement + berthLinked;
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const totalScore = Math.round((rawTotal / RAW_MAX) * 100);
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const score: InterestScore = {
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totalScore,
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breakdown: { pipelineAge, stageSpeed, documentCompleteness, engagement, berthLinked },
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calculatedAt,
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};
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return { interestId: interest.id, score };
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});
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// Refresh the redis cache for each interest in a single pipeline so
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// single-interest reads downstream short-circuit the per-row queries.
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// Fire-and-forget - bulk scoring's correctness doesn't depend on the
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// cache write succeeding.
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redis
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.pipeline(
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scored.map(({ interestId, score }) => [
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'setex',
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SCORE_KEY(portId, interestId),
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SCORE_TTL,
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JSON.stringify({ ...score, calculatedAt: calculatedAtIso }),
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]),
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)
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.exec()
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.catch((err) => logger.warn({ err, portId }, 'Redis bulk cache write failed'));
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return scored;
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}
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