Add audit analytics and campaign metrics

convex/campaignMetrics.ts

@@ -0,0 +1,134 @@
+import { v } from "convex/values";
+
+import { normalizeListLimit } from "./domain";
+import { query } from "./_generated/server";
+
+const priority = v.union(
+  v.literal("high"),
+  v.literal("medium"),
+  v.literal("low"),
+  v.literal("defer"),
+  v.literal("blocked"),
+);
+const leadStatus = v.union(
+  v.literal("new"),
+  v.literal("missing_contact"),
+  v.literal("audit_ready"),
+  v.literal("outreach_ready"),
+  v.literal("contacted"),
+  v.literal("replied"),
+  v.literal("do_not_contact"),
+);
+
+export const getDashboard = query({
+  args: {
+    campaignId: v.optional(v.id("campaigns")),
+    niche: v.optional(v.string()),
+    postalCode: v.optional(v.string()),
+    radiusKm: v.optional(v.number()),
+    priority: v.optional(priority),
+    status: v.optional(leadStatus),
+    from: v.optional(v.number()),
+    to: v.optional(v.number()),
+    limit: v.optional(v.number()),
+  },
+  handler: async (ctx, args) => {
+    const limit = normalizeListLimit(args.limit);
+    const campaigns = await ctx.db.query("campaigns").order("desc").take(100);
+    const leads = await ctx.db.query("leads").order("desc").take(500);
+    const audits = await ctx.db.query("audits").order("desc").take(500);
+    const outreach = await ctx.db.query("outreachRecords").order("desc").take(500);
+    const runs = await ctx.db
+      .query("agentRuns")
+      .withIndex("by_type", (q) => q.eq("type", "campaign"))
+      .order("desc")
+      .take(100);
+
+    const filteredLeads = leads.filter((lead) => {
+      const campaign = lead.campaignId
+        ? campaigns.find((row) => row._id === lead.campaignId)
+        : null;
+
+      if (args.campaignId && lead.campaignId !== args.campaignId) {
+        return false;
+      }
+      if (args.niche && lead.niche !== args.niche) {
+        return false;
+      }
+      if (args.postalCode && lead.postalCode !== args.postalCode) {
+        return false;
+      }
+      if (args.radiusKm && campaign?.radiusKm !== args.radiusKm) {
+        return false;
+      }
+      if (args.priority && lead.priority !== args.priority) {
+        return false;
+      }
+      if (args.status && lead.contactStatus !== args.status) {
+        return false;
+      }
+      if (args.from && lead.createdAt < args.from) {
+        return false;
+      }
+      if (args.to && lead.createdAt > args.to) {
+        return false;
+      }
+
+      return true;
+    });
+    const leadIds = new Set(filteredLeads.map((lead) => lead._id));
+    const filteredAudits = audits.filter((audit) => leadIds.has(audit.leadId));
+    const filteredOutreach = outreach.filter((row) => leadIds.has(row.leadId));
+    const runRows = runs.slice(0, limit).map((run) => ({
+      id: run._id,
+      campaignId: run.campaignId ?? null,
+      status: run.status,
+      newLeads: run.counters?.leadsCreated ?? 0,
+      skippedDuplicates: 0,
+      skippedBlacklisted: 0,
+      errors: run.counters?.errors ?? 0,
+      auditsGenerated: run.counters?.auditsCreated ?? 0,
+      updatedAt: run.updatedAt,
+      errorSummary: run.errorSummary ?? null,
+    }));
+
+    return {
+      filters: {
+        campaigns: campaigns.map((campaign) => ({
+          id: campaign._id,
+          name: campaign.name,
+        })),
+        niches: [...new Set(leads.map((lead) => lead.niche).filter(Boolean))].sort(),
+        postalCodes: [...new Set(leads.map((lead) => lead.postalCode).filter(Boolean))].sort(),
+      },
+      metrics: {
+        foundLeads: filteredLeads.length,
+        leadsWithContact: filteredLeads.filter((lead) => Boolean(lead.email || lead.phone)).length,
+        missingContact: filteredLeads.filter((lead) => lead.contactStatus === "missing_contact").length,
+        auditsCreated: filteredAudits.length,
+        approvalsOpen: filteredOutreach.filter((row) => row.approvalStatus === "draft").length,
+        emailsSent: filteredOutreach.filter((row) => row.sendStatus === "sent").length,
+        followUpsPlanned: filteredOutreach.filter((row) => row.salesStatus === "follow_up_planned").length,
+        followUpsSent: filteredOutreach.filter((row) => row.salesStatus === "follow_up_sent").length,
+        responses: filteredOutreach.filter((row) => row.salesStatus === "reply_received").length,
+        conversations: filteredOutreach.filter((row) =>
+          row.salesStatus === "meeting_scheduled" ||
+          row.salesStatus === "proposal_requested" ||
+          row.salesStatus === "proposal_sent" ||
+          row.salesStatus === "won",
+        ).length,
+        offers: filteredOutreach.filter((row) =>
+          row.salesStatus === "proposal_requested" ||
+          row.salesStatus === "proposal_sent",
+        ).length,
+        wins: filteredOutreach.filter((row) => row.salesStatus === "won").length,
+        losses: filteredOutreach.filter((row) => row.salesStatus === "lost").length,
+        skippedDuplicates: runRows.reduce((total, run) => total + run.skippedDuplicates, 0),
+        skippedBlacklisted: runRows.reduce((total, run) => total + run.skippedBlacklisted, 0),
+        rybbitAuditOpens: 0,
+        rybbitCtaClicks: 0,
+      },
+      runs: runRows,
+    };
+  },
+});