d831ee4d33
Primeira onda do roadmap de indicadores executivos do Grupo Nova. Mede ADOÇÃO DO CANAL DIGITAL, não a operação total — banner explícito alerta que reservas fechadas manualmente na recepção ainda não estão capturadas (Onda 1B vai adicionar marcação manual via botão na conversa). Backend: - V2::Reports::ConversionFunnelBuilder — leads (novo/retorno/total), reservas (criadas != draft, pagas in active/completed/confirmed), taxas de conversão. Filtro opcional por inbox. - V2::Reports::InboxBenchmarkingBuilder — uma linha por inbox com brand_name (via Captain::UnitInbox -> Unit -> Brand) - Endpoints GET /reports/conversion_funnel e /reports/inbox_benchmarking - RSpec do ConversionFunnelBuilder Frontend: - Rota top-level Reports → Painel Diretoria - DirectoryDashboard.vue: banner de adoção + filtros + cards + funil + tabela benchmarking agrupada por marca com variação vs média - API client getConversionFunnel + getInboxBenchmarking - i18n EN + PT Memórias suporte: feedback_metricas_adocao_canal.md + project_painel_diretoria_roadmap.md Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
98 lines
2.9 KiB
Ruby
98 lines
2.9 KiB
Ruby
class V2::Reports::ConversionFunnelBuilder
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include DateRangeHelper
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# Reservation statuses we treat as "paid" — covers PIX (Inter), payments at the
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# reception, card on arrival, etc. Anything that means the booking went through.
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PAID_STATUSES = %w[active completed confirmed].freeze
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# Statuses we ignore from "created" (drafts are pre-save, never went live)
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IGNORED_CREATED_STATUSES = %w[draft].freeze
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attr_reader :account, :params
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def initialize(account, params)
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@account = account
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@params = params
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end
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def metrics
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{
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leads: leads_breakdown,
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reservations: reservations_breakdown,
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conversion_rates: conversion_rates_breakdown
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}
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end
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private
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def filter_inbox_id
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@filter_inbox_id ||= params[:inbox_id].presence&.to_i
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end
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def conversations_in_period
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@conversations_in_period ||= begin
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scope = account.conversations.where(created_at: range)
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scope = scope.where(inbox_id: filter_inbox_id) if filter_inbox_id
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scope
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end
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end
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def reservations_in_period
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@reservations_in_period ||= begin
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scope = account.captain_reservations.where(created_at: range)
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scope = scope.where(inbox_id: filter_inbox_id) if filter_inbox_id
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scope.where.not(status: IGNORED_CREATED_STATUSES)
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end
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end
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# Leads classified using the same logic as the "Novas × Retorno" tab:
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# new = no prior conversation in any inbox of the account
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# returning = had a prior conversation
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def leads_breakdown
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total = conversations_in_period.count
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return { total: 0, new: 0, returning: 0 } if total.zero?
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conv_with_prior_ids = conversations_in_period
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.joins('INNER JOIN conversations prev ON prev.contact_id = conversations.contact_id ' \
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'AND prev.account_id = conversations.account_id ' \
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'AND prev.id < conversations.id')
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.distinct
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.pluck(:id)
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returning = conv_with_prior_ids.size
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{
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total: total,
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new: total - returning,
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returning: returning
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}
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end
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def reservations_breakdown
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created = reservations_in_period.count
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paid = reservations_in_period.where(status: PAID_STATUSES).count
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{
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created: created,
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paid: paid
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}
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end
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def conversion_rates_breakdown
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leads_total = conversations_in_period.count
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reservations_paid = reservations_in_period.where(status: PAID_STATUSES).count
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reservations_created = reservations_in_period.count
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{
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lead_to_paid_reservation: percent(reservations_paid, leads_total),
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lead_to_any_reservation: percent(reservations_created, leads_total),
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created_to_paid: percent(reservations_paid, reservations_created)
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}
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end
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def percent(numerator, denominator)
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return 0 if denominator.to_i.zero?
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(numerator.to_f / denominator * 100).round(1)
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end
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end
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