pitchfast/convex/campaignMetrics.ts

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,
    };
  },
});