@blamejs/blamejs-shop 0.0.72 → 0.0.76

package/lib/subscription-analytics.js

@@ -0,0 +1,1032 @@
+"use strict";
+/**
+ * @module shop.subscriptionAnalytics
+ * @title  Subscription analytics — recurring-revenue rollups for the
+ *         operator dashboard.
+ *
+ * @intro
+ *   Read-only aggregator over the existing subscription primitives.
+ *   Every aggregate composes one of:
+ *
+ *     - `subscriptions`                  (the catalog-side row)
+ *     - `subscription_plans`             (interval + amount + currency)
+ *     - `subscription_invoices`          (paid / failed / voided ledger)
+ *     - `subscription_payment_attempts`  (per-invoice retry trail)
+ *     - `subscription_dunning_states`    (dunning episode log)
+ *     - `subscription_control_events`    (pause / resume / cancel audit)
+ *
+ *   Source-of-truth lives in those tables; this primitive owns ZERO
+ *   write surfaces against them. The only writes are to the
+ *   `subscription_metrics_snapshots` cache table (migration
+ *   `0178_subscription_analytics_cache.sql`), and even those are
+ *   best-effort — an operator dropping the cache table degrades
+ *   dashboard latency but never loses data.
+ *
+ *   v1 surface:
+ *
+ *     - mrr({ at? })
+ *         Monthly Recurring Revenue snapshot. Walks every subscription
+ *         whose local state is "active" at the cutoff (`at`, defaulting
+ *         to `Date.now()`) — active means
+ *         `status IN ('active', 'trialing')` AND `cancelled_at IS NULL`
+ *         AND (`paused_at IS NULL` OR `paused_until <= at`). For each
+ *         row, the plan's `amount_minor * quantity` is normalized to a
+ *         monthly cadence (day → ×30, week → ×4.345, month → ×1,
+ *         year → ÷12) using a deterministic rounding rule (banker's
+ *         rounding on the final minor-unit total). Returns
+ *         `{ currency_breakdown: [{ currency, mrr_minor, subscription_count }],
+ *            total_mrr_normalized_minor? }` — when every active
+ *         subscription shares a currency, that single row is also
+ *         exposed at `total_mrr_normalized_minor`; mixed-currency
+ *         windows omit the total (the dashboard renders per-currency
+ *         only).
+ *
+ *     - arr({ at? })
+ *         Annual Recurring Revenue. `mrr * 12` per currency.
+ *
+ *     - churnRate({ from, to, kind? })
+ *         Voluntary vs involuntary churn. `kind` is "voluntary",
+ *         "involuntary", or "all" (default "all").
+ *           - voluntary   = subscriptions with a `cancel` control event
+ *                           in the window OR cancelled_at set in the
+ *                           window via the controls primitive
+ *           - involuntary = subscriptions whose dunning episode exited
+ *                           with state="cancelled" OR "written_off" in
+ *                           the window
+ *         Returns `{ kind, churned, exposed, rate }` where `rate =
+ *         churned / exposed`. `exposed` is the count of subscriptions
+ *         that were active at any point during the window (started <=
+ *         to AND (cancelled_at IS NULL OR cancelled_at >= from)).
+ *
+ *     - pauseRate({ from, to })
+ *         Share of active subscriptions paused during the window. A
+ *         subscription counts as "paused" if it has at least one
+ *         `pause` control event with occurred_at in `[from, to]`.
+ *
+ *     - ltv({ plan_id?, currency? })
+ *         Customer Lifetime Value estimator. Computed as
+ *         `average_revenue_per_subscription / churn_rate_per_period`
+ *         with the period defaulting to the trailing 90 days.
+ *         `average_revenue_per_subscription` sums paid invoice amounts
+ *         per subscription, divides by distinct subscription count.
+ *         `plan_id` narrows to a single plan; `currency` filters
+ *         invoices to one ISO code. Returns
+ *         `{ avg_revenue_minor, churn_rate, ltv_minor, sample_size,
+ *            currency }`; `ltv_minor` is `null` when churn rate is 0
+ *         (infinite LTV — the dashboard shows "—" instead of a number).
+ *
+ *     - cohortRetention({ cohort_month, periods })
+ *         Cohort retention curve. `cohort_month` is "YYYY-MM" — the
+ *         month new subscriptions started (in UTC). `periods` is the
+ *         number of monthly follow-up buckets to compute (1..12). The
+ *         primitive scans every subscription whose `created_at` falls
+ *         in the cohort month, then for each follow-up bucket counts
+ *         how many of those subscriptions were still active at the
+ *         END of that bucket (no `cancelled_at` set yet OR
+ *         `cancelled_at > bucket_end`). Returns
+ *         `{ cohort_month, cohort_size, buckets: [{ period, active,
+ *           retention_rate }] }`. `bucket[0]` is always month-zero
+ *         (= cohort_size / cohort_size = 1.0 when cohort_size > 0).
+ *
+ *     - planTransitions({ from, to })
+ *         Plan upgrade/downgrade matrix. Walks every plan-change
+ *         delivered as a sequence of (`subscription_id`, `from_plan_id`
+ *         -> `to_plan_id`) events in the window, derived from the
+ *         control-events ledger entries whose `before_json.plan_id !==
+ *         after_json.plan_id`. Returns a 2D matrix:
+ *         `[{ from_plan_id, to_plan_id, count, direction }]` where
+ *         `direction` is "upgrade" / "downgrade" / "lateral" based on
+ *         the plans' `amount_minor` comparison after currency-
+ *         normalization (cross-currency transitions surface as
+ *         "lateral" — the dashboard renders the operator a follow-up
+ *         drill-down).
+ *
+ *     - topChurningPlans({ from, to, limit })
+ *         Top-N plans by absolute churn count over the window. Returns
+ *         `[{ plan_id, churned, active_at_start, churn_rate }]` ordered
+ *         by churn count DESC, plan_id ASC. `limit` is capped at 100.
+ *
+ *     - recoveryRate({ from, to })
+ *         Dunning recovery rate. Of every dunning episode that ENTERED
+ *         in `[from, to]`, what share exited with state="recovered"?
+ *         Returns `{ entered, recovered, cancelled, written_off,
+ *         still_open, recovery_rate }`. `recovery_rate` is `recovered /
+ *         (entered - still_open)` so in-flight episodes don't deflate
+ *         the operator's view of resolved-cohort recovery.
+ *
+ *     - dailyMrrSeries({ from, to, currency? })
+ *         Day-by-day MRR time series. Computes MRR at the end of each
+ *         day in `[from, to]` (UTC day boundaries). Bucketing is
+ *         deterministic — `floor((ts - epoch_day_zero) / 86_400_000)`.
+ *         Returns `[{ day, mrr_minor, currency }]` ordered ascending by
+ *         day. `currency` filters the series to a single ISO code;
+ *         omitted, returns per-currency rows (with one entry per
+ *         (day, currency) tuple).
+ *
+ *   Optional cache + invalidation:
+ *
+ *     Every aggregate accepts a `cache` opt that toggles snapshot
+ *     reuse. The cache key tuple is (scope, scope_value, period_from,
+ *     period_to) where `scope_value = b.crypto.namespaceHash(
+ *     "subscription-analytics-cache", JSON.stringify(canonical_args))`.
+ *     Default TTL is 5 minutes; pass `cache: { ttl_ms: N }` to
+ *     override. `purgeExpired()` and `invalidate({ scope?, before? })`
+ *     surface the sweep + targeted-eviction helpers.
+ *
+ *   Composition:
+ *
+ *     - `b.crypto.namespaceHash`  — cache-key derivation (collision-
+ *       resistant SHA3-512 with a dedicated namespace)
+ *     - `b.uuid.v7`               — snapshot row ids (sortable, no
+ *       collision risk)
+ *     - Optional handles: `subscriptions`, `subscriptionControls`,
+ *       `subscriptionBilling` — strictly read methods. Each is best-
+ *       effort; the primitive falls back to direct SQL against the
+ *       owned tables when a handle is absent. The handles are reserved
+ *       so an operator wiring the full subscription stack can pass
+ *       them today without behaviour change once cross-checks land.
+ *
+ *   Monotonic per-process clock: cache writes that collide in the same
+ *   millisecond would tie on `computed_at` and make the freshest-row
+ *   tie-break ambiguous. `_now` bumps to `prior + 1` on collision so a
+ *   sort-by-computed_at DESC read returns the most recent write first.
+ *
+ *   Storage:
+ *     - `subscription_metrics_snapshots` (migration
+ *       `0178_subscription_analytics_cache.sql`)
+ *
+ * @primitive subscriptionAnalytics
+ * @related    shop.subscriptions, shop.subscriptionControls,
+ *             shop.subscriptionBilling, b.crypto.namespaceHash, b.uuid.v7
+ */
+
+// ---- constants ----------------------------------------------------------
+
+var CACHE_NAMESPACE = "subscription-analytics-cache";
+
+var DEFAULT_TTL_MS  = 5 * 60 * 1000;            // 5 minutes
+var ONE_DAY_MS      = 24 * 60 * 60 * 1000;
+var ONE_YEAR_MS     = 365 * ONE_DAY_MS;
+var DEFAULT_LTV_WINDOW_MS = 90 * ONE_DAY_MS;
+
+var MAX_LIMIT       = 100;
+var MAX_PERIODS     = 12;
+
+// Currency-cadence normalization. The factors mirror common SaaS
+// dashboards: a weekly cadence becomes monthly via 30 / 7 ≈ 4.345,
+// daily becomes ×30, annual ÷12.
+var CADENCE_TO_MONTHLY = {
+  day:   30,
+  week:  30 / 7,
+  month: 1,
+  year:  1 / 12,
+};
+
+// Active = (status in active/trialing) AND not cancelled AND not paused.
+var ACTIVE_STATUSES = ["active", "trialing"];
+
+var CHURN_KINDS = ["voluntary", "involuntary", "all"];
+
+var SCOPE_RE     = /^[a-z][a-z0-9_]*$/;
+var COHORT_RE    = /^\d{4}-(0[1-9]|1[0-2])$/;
+var CURRENCY_RE  = /^[a-z]{3}$/i;
+var PLAN_ID_RE   = /^[A-Za-z0-9][A-Za-z0-9._-]{0,127}$/;
+
+var bShop;
+function _b() {
+  if (!bShop) bShop = require("./index");
+  return bShop.framework;
+}
+
+// ---- monotonic clock ---------------------------------------------------
+//
+// Cache writes inside a single recompute can land in the same
+// millisecond on fast machines. Bumping by 1ms on a tie keeps the
+// snapshot timeline strictly increasing so the most-recent-write tie-
+// break is deterministic.
+
+var _lastTs = 0;
+function _now() {
+  var t = Date.now();
+  if (t <= _lastTs) t = _lastTs + 1;
+  _lastTs = t;
+  return t;
+}
+
+// ---- validators --------------------------------------------------------
+
+function _epochMs(value, label) {
+  if (!Number.isInteger(value) || value < 0) {
+    throw new TypeError("subscriptionAnalytics: " + label + " must be a non-negative integer (epoch ms)");
+  }
+  return value;
+}
+
+function _requireInput(opts, label) {
+  if (!opts || typeof opts !== "object") {
+    throw new TypeError("subscriptionAnalytics." + label + ": input object required");
+  }
+}
+
+function _window(opts, label) {
+  _requireInput(opts, label);
+  _epochMs(opts.from, label + ".from");
+  _epochMs(opts.to,   label + ".to");
+  if (opts.from >= opts.to) {
+    throw new TypeError("subscriptionAnalytics." + label + ": from must be strictly less than to");
+  }
+  if ((opts.to - opts.from) > ONE_YEAR_MS) {
+    throw new TypeError("subscriptionAnalytics." + label + ": window (to - from) must be <= 1 year");
+  }
+  return { from: opts.from, to: opts.to };
+}
+
+function _at(value) {
+  if (value == null) return Date.now();
+  return _epochMs(value, "at");
+}
+
+function _limit(value, label) {
+  if (value == null) return 10;
+  if (!Number.isInteger(value) || value < 1 || value > MAX_LIMIT) {
+    throw new TypeError("subscriptionAnalytics: " + label + " must be an integer in [1, " + MAX_LIMIT + "]");
+  }
+  return value;
+}
+
+function _scope(s) {
+  if (typeof s !== "string" || !SCOPE_RE.test(s)) {
+    throw new TypeError("subscriptionAnalytics: scope must match /^[a-z][a-z0-9_]*$/");
+  }
+  return s;
+}
+
+function _cohortMonth(s) {
+  if (typeof s !== "string" || !COHORT_RE.test(s)) {
+    throw new TypeError("subscriptionAnalytics: cohort_month must match /^\\d{4}-(0[1-9]|1[0-2])$/");
+  }
+  return s;
+}
+
+function _periods(n) {
+  if (!Number.isInteger(n) || n < 1 || n > MAX_PERIODS) {
+    throw new TypeError("subscriptionAnalytics: periods must be an integer in [1, " + MAX_PERIODS + "]");
+  }
+  return n;
+}
+
+function _currency(value, allowNull) {
+  if (value == null) {
+    if (allowNull) return null;
+    throw new TypeError("subscriptionAnalytics: currency must be a 3-letter ISO code");
+  }
+  if (typeof value !== "string" || !CURRENCY_RE.test(value)) {
+    throw new TypeError("subscriptionAnalytics: currency must be a 3-letter ISO code");
+  }
+  return value.toLowerCase();
+}
+
+function _planId(value, allowNull) {
+  if (value == null) {
+    if (allowNull) return null;
+    throw new TypeError("subscriptionAnalytics: plan_id required");
+  }
+  if (typeof value !== "string" || !PLAN_ID_RE.test(value)) {
+    throw new TypeError("subscriptionAnalytics: plan_id must match /^[A-Za-z0-9][A-Za-z0-9._-]*$/ (<= 128 chars)");
+  }
+  return value;
+}
+
+function _churnKind(value) {
+  if (value == null) return "all";
+  if (typeof value !== "string" || CHURN_KINDS.indexOf(value) === -1) {
+    throw new TypeError("subscriptionAnalytics: kind must be one of " + CHURN_KINDS.join(", "));
+  }
+  return value;
+}
+
+// ---- canonical JSON for cache keys -------------------------------------
+//
+// Two cache lookups with the same arguments in a different key order
+// must hit the same row. JSON.stringify isn't order-stable across
+// engines, so the primitive sorts keys before hashing.
+
+function _canonicalJson(value) {
+  if (value === null || typeof value !== "object") return JSON.stringify(value);
+  if (Array.isArray(value)) {
+    var parts = [];
+    for (var i = 0; i < value.length; i += 1) parts.push(_canonicalJson(value[i]));
+    return "[" + parts.join(",") + "]";
+  }
+  var keys = Object.keys(value).sort();
+  var pairs = [];
+  for (var k = 0; k < keys.length; k += 1) {
+    pairs.push(JSON.stringify(keys[k]) + ":" + _canonicalJson(value[keys[k]]));
+  }
+  return "{" + pairs.join(",") + "}";
+}
+
+// ---- cadence normalization ---------------------------------------------
+//
+// Plan amount × quantity normalized to a single monthly figure. Uses
+// banker's rounding (round-half-to-even) on the final minor-unit total
+// so two interval combinations that produce e.g. 4499.5 minor units
+// don't oscillate the dashboard total by one cent between refreshes.
+
+function _bankersRound(x) {
+  var floor = Math.floor(x);
+  var diff = x - floor;
+  if (diff < 0.5) return floor;
+  if (diff > 0.5) return floor + 1;
+  // diff === 0.5 — round to even
+  return floor % 2 === 0 ? floor : floor + 1;
+}
+
+function _monthlyMinor(amountMinor, interval, intervalCount, quantity) {
+  var factor = CADENCE_TO_MONTHLY[interval];
+  if (factor == null) return 0;
+  var qty = Number.isInteger(quantity) && quantity > 0 ? quantity : 1;
+  var ic  = Number.isInteger(intervalCount) && intervalCount > 0 ? intervalCount : 1;
+  var raw = (amountMinor * qty * factor) / ic;
+  return _bankersRound(raw);
+}
+
+// ---- active-at predicate (in SQL) --------------------------------------
+//
+// Local-state "active at timestamp X" condition, used by mrr / arr /
+// pauseRate / churn-exposure. Inlines the predicate as a SQL fragment
+// because it composes into every aggregate's WHERE clause.
+
+function _activeAtSql(paramIndex, alias) {
+  // Active iff: status in ('active','trialing')
+  //         AND created_at <= ?X
+  //         AND (cancelled_at IS NULL OR cancelled_at > ?X)
+  //         AND (paused_at IS NULL OR paused_until IS NULL OR paused_until <= ?X)
+  //
+  // `alias` is the SQL table alias to prepend to each column reference
+  // when the predicate composes into a JOIN. Pass "" for a single-table
+  // scan, or e.g. "s" to produce `s.status IN ...`.
+  var px = alias ? (alias + ".") : "";
+  return "(" + px + "status IN ('active', 'trialing') " +
+         " AND " + px + "created_at <= ?" + paramIndex +
+         " AND (" + px + "cancelled_at IS NULL OR " + px + "cancelled_at > ?" + paramIndex + ")" +
+         " AND (" + px + "paused_at IS NULL OR " + px + "paused_until IS NULL OR " + px + "paused_until <= ?" + paramIndex + "))";
+}
+
+// ---- factory -----------------------------------------------------------
+
+function create(opts) {
+  opts = opts || {};
+  var query = opts.query;
+  if (!query) {
+    query = function (sql, params) { return _b().externalDb.query(sql, params); };
+  }
+  // Optional read-only cross-check handles. None is load-bearing; each
+  // aggregate falls back to direct SQL against the owned tables when
+  // the handle is absent.
+  var subscriptionsHandle        = opts.subscriptions        || null;
+  var subscriptionControlsHandle = opts.subscriptionControls || null;
+  var subscriptionBillingHandle  = opts.subscriptionBilling  || null;
+
+  // Reference each optional handle once so the lint pass doesn't flag
+  // the accepted-but-currently-unused constructor opts. The hooks are
+  // reserved for the cross-check surfaces that land once the matching
+  // primitives expose the needed read methods; the primitive must
+  // accept the handles today without behaviour change.
+  void subscriptionsHandle;
+  void subscriptionControlsHandle;
+  void subscriptionBillingHandle;
+
+  // ---- cache helpers --------------------------------------------------
+
+  function _cacheKey(scope, args) {
+    return _b().crypto.namespaceHash(CACHE_NAMESPACE, _canonicalJson(args || {}));
+  }
+
+  async function _cacheRead(scope, args, periodFrom, periodTo, ttlMs) {
+    if (!ttlMs || ttlMs < 1) return null;
+    var key = _cacheKey(scope, args);
+    var r = await query(
+      "SELECT breakdown_json, computed_at FROM subscription_metrics_snapshots " +
+      "WHERE scope = ?1 AND scope_value = ?2 AND period_from = ?3 AND period_to = ?4",
+      [scope, key, periodFrom, periodTo],
+    );
+    var row = r.rows[0];
+    if (!row) return null;
+    if (Number(row.computed_at) + ttlMs < Date.now()) return null;
+    try { return JSON.parse(row.breakdown_json); }
+    catch (_e) { return null; }                                                  // drop-silent — corrupt cache row recomputes
+  }
+
+  async function _cacheWrite(scope, args, periodFrom, periodTo, metric, value, payload) {
+    var key = _cacheKey(scope, args);
+    var ts = _now();
+    var id = _b().uuid.v7();
+    // REPLACE on the (scope, scope_value, period_from, period_to)
+    // UNIQUE index so a fresh recompute never leaves duplicates.
+    await query(
+      "INSERT INTO subscription_metrics_snapshots " +
+      "(id, scope, scope_value, period_from, period_to, metric, value, breakdown_json, computed_at) " +
+      "VALUES (?1, ?2, ?3, ?4, ?5, ?6, ?7, ?8, ?9) " +
+      "ON CONFLICT(scope, scope_value, period_from, period_to) DO UPDATE SET " +
+      "id = excluded.id, metric = excluded.metric, value = excluded.value, " +
+      "breakdown_json = excluded.breakdown_json, computed_at = excluded.computed_at",
+      [id, scope, key, periodFrom, periodTo, metric, value, JSON.stringify(payload), ts],
+    );
+  }
+
+  function _ttlFromOpts(cacheOpt) {
+    if (cacheOpt === false) return 0;
+    if (cacheOpt && typeof cacheOpt === "object" && Number.isInteger(cacheOpt.ttl_ms) && cacheOpt.ttl_ms >= 0) {
+      return cacheOpt.ttl_ms;
+    }
+    return DEFAULT_TTL_MS;
+  }
+
+  // ---- mrr / arr ------------------------------------------------------
+
+  async function _mrrSnapshot(at) {
+    // Pull every active subscription + its plan in one join. The
+    // active-at predicate runs inside SQL so the index on
+    // subscriptions(status) prunes the scan.
+    var r = await query(
+      "SELECT s.id AS subscription_id, s.quantity AS quantity, " +
+      "       p.amount_minor AS amount_minor, p.interval AS interval, " +
+      "       p.interval_count AS interval_count, p.currency AS currency " +
+      "FROM subscriptions s " +
+      "JOIN subscription_plans p ON p.id = s.plan_id " +
+      "WHERE " + _activeAtSql(1, "s"),
+      [at],
+    );
+    // Per-currency aggregate.
+    var perCurrency = {};
+    for (var i = 0; i < r.rows.length; i += 1) {
+      var row = r.rows[i];
+      var monthly = _monthlyMinor(
+        Number(row.amount_minor),
+        row.interval,
+        Number(row.interval_count),
+        Number(row.quantity)
+      );
+      var cur = row.currency;
+      if (!perCurrency[cur]) perCurrency[cur] = { mrr_minor: 0, subscription_count: 0 };
+      perCurrency[cur].mrr_minor += monthly;
+      perCurrency[cur].subscription_count += 1;
+    }
+    var currencies = Object.keys(perCurrency).sort();
+    var breakdown = [];
+    for (var c = 0; c < currencies.length; c += 1) {
+      breakdown.push({
+        currency:            currencies[c],
+        mrr_minor:           perCurrency[currencies[c]].mrr_minor,
+        subscription_count:  perCurrency[currencies[c]].subscription_count,
+      });
+    }
+    var out = { at: at, currency_breakdown: breakdown };
+    if (breakdown.length === 1) {
+      out.total_mrr_normalized_minor = breakdown[0].mrr_minor;
+    }
+    return out;
+  }
+
+  async function mrr(input) {
+    input = input || {};
+    var at = _at(input.at);
+    var ttl = _ttlFromOpts(input.cache);
+    var args = { at: at };
+    var cached = await _cacheRead("mrr", args, at, at + 1, ttl);
+    if (cached) return cached;
+    var snap = await _mrrSnapshot(at);
+    if (ttl > 0) {
+      await _cacheWrite("mrr", args, at, at + 1, "mrr_minor",
+        snap.total_mrr_normalized_minor == null ? 0 : snap.total_mrr_normalized_minor, snap);
+    }
+    return snap;
+  }
+
+  async function arr(input) {
+    input = input || {};
+    var at = _at(input.at);
+    var snap = await _mrrSnapshot(at);
+    var breakdown = snap.currency_breakdown.map(function (b) {
+      return {
+        currency:            b.currency,
+        arr_minor:           b.mrr_minor * 12,
+        subscription_count:  b.subscription_count,
+      };
+    });
+    var out = { at: at, currency_breakdown: breakdown };
+    if (breakdown.length === 1) {
+      out.total_arr_normalized_minor = breakdown[0].arr_minor;
+    }
+    return out;
+  }
+
+  // ---- churnRate ------------------------------------------------------
+
+  async function _voluntaryChurnCount(from, to) {
+    // A subscription churned voluntarily if its `cancelled_at` falls in
+    // [from, to] — the controls primitive stamps that column whenever a
+    // `cancel` event is applied. We also fall back to scanning the
+    // control-events ledger for `cancel` events in the window in case
+    // the cancelled_at column is null (e.g. early-pre-controls rows).
+    var r1 = await query(
+      "SELECT COUNT(DISTINCT id) AS n FROM subscriptions " +
+      "WHERE cancelled_at IS NOT NULL AND cancelled_at >= ?1 AND cancelled_at < ?2",
+      [from, to],
+    );
+    var r2 = await query(
+      "SELECT COUNT(DISTINCT subscription_id) AS n FROM subscription_control_events " +
+      "WHERE event = 'cancel' AND occurred_at >= ?1 AND occurred_at < ?2",
+      [from, to],
+    );
+    return Math.max(Number(r1.rows[0] && r1.rows[0].n) || 0, Number(r2.rows[0] && r2.rows[0].n) || 0);
+  }
+
+  async function _involuntaryChurnCount(from, to) {
+    // Involuntary churn = dunning episode that EXITED in the window
+    // with cancelled / written_off.
+    var r = await query(
+      "SELECT COUNT(DISTINCT subscription_id) AS n FROM subscription_dunning_states " +
+      "WHERE state IN ('cancelled', 'written_off') " +
+      "  AND exited_at IS NOT NULL AND exited_at >= ?1 AND exited_at < ?2",
+      [from, to],
+    );
+    return Number(r.rows[0] && r.rows[0].n) || 0;
+  }
+
+  async function _exposedCount(from, to) {
+    // Exposed = subscriptions that existed in some active form during
+    // the window. created_at <= to AND (cancelled_at IS NULL OR
+    // cancelled_at >= from).
+    var r = await query(
+      "SELECT COUNT(*) AS n FROM subscriptions " +
+      "WHERE created_at <= ?1 AND (cancelled_at IS NULL OR cancelled_at >= ?2)",
+      [to, from],
+    );
+    return Number(r.rows[0] && r.rows[0].n) || 0;
+  }
+
+  async function churnRate(input) {
+    _requireInput(input, "churnRate");
+    var w = _window(input, "churnRate");
+    var kind = _churnKind(input && input.kind);
+    var voluntary   = 0;
+    var involuntary = 0;
+    if (kind === "voluntary" || kind === "all") {
+      voluntary = await _voluntaryChurnCount(w.from, w.to);
+    }
+    if (kind === "involuntary" || kind === "all") {
+      involuntary = await _involuntaryChurnCount(w.from, w.to);
+    }
+    var churned = voluntary + involuntary;
+    var exposed = await _exposedCount(w.from, w.to);
+    var rate = exposed > 0 ? churned / exposed : 0;
+    return {
+      kind:                kind,
+      from:                w.from,
+      to:                  w.to,
+      churned:             churned,
+      voluntary:           voluntary,
+      involuntary:         involuntary,
+      exposed:             exposed,
+      rate:                rate,
+    };
+  }
+
+  // ---- pauseRate ------------------------------------------------------
+
+  async function pauseRate(input) {
+    _requireInput(input, "pauseRate");
+    var w = _window(input, "pauseRate");
+    var pausedRow = (await query(
+      "SELECT COUNT(DISTINCT subscription_id) AS n FROM subscription_control_events " +
+      "WHERE event = 'pause' AND occurred_at >= ?1 AND occurred_at < ?2",
+      [w.from, w.to],
+    )).rows[0] || {};
+    var paused = Number(pausedRow.n) || 0;
+    var exposed = await _exposedCount(w.from, w.to);
+    return {
+      from:     w.from,
+      to:       w.to,
+      paused:   paused,
+      exposed:  exposed,
+      rate:     exposed > 0 ? paused / exposed : 0,
+    };
+  }
+
+  // ---- ltv ------------------------------------------------------------
+
+  async function ltv(input) {
+    input = input || {};
+    var planId    = input.plan_id == null ? null : _planId(input.plan_id, true);
+    var currency  = input.currency == null ? null : _currency(input.currency, true);
+
+    // Default window: trailing 90 days.
+    var to   = input.to   == null ? Date.now() : _epochMs(input.to,   "to");
+    var from = input.from == null ? (to - DEFAULT_LTV_WINDOW_MS) : _epochMs(input.from, "from");
+    if (from >= to) {
+      throw new TypeError("subscriptionAnalytics.ltv: from must be strictly less than to");
+    }
+
+    var where  = ["i.status = 'paid'", "i.paid_at >= ?1", "i.paid_at < ?2"];
+    var params = [from, to];
+    var idx = 3;
+    if (planId) {
+      where.push("s.plan_id = ?" + idx);
+      params.push(planId);
+      idx += 1;
+    }
+    if (currency) {
+      where.push("i.currency = ?" + idx);
+      params.push(currency);
+      idx += 1;
+    }
+    var revRow = (await query(
+      "SELECT SUM(i.amount_minor) AS revenue, COUNT(DISTINCT s.id) AS subs " +
+      "FROM subscription_invoices i " +
+      "JOIN subscriptions s ON s.id = i.subscription_id " +
+      "WHERE " + where.join(" AND "),
+      params,
+    )).rows[0] || {};
+    var revenue = Number(revRow.revenue) || 0;
+    var subs    = Number(revRow.subs)    || 0;
+    var avgRevenue = subs > 0 ? Math.floor(revenue / subs) : 0;
+
+    // Churn rate over the same window (kind=all).
+    var cr = await churnRate({ from: from, to: to, kind: "all" });
+
+    var ltvMinor = null;
+    if (cr.rate > 0) {
+      ltvMinor = Math.floor(avgRevenue / cr.rate);
+    }
+    return {
+      from:                from,
+      to:                  to,
+      plan_id:             planId,
+      currency:            currency,
+      avg_revenue_minor:   avgRevenue,
+      churn_rate:          cr.rate,
+      ltv_minor:           ltvMinor,
+      sample_size:         subs,
+    };
+  }
+
+  // ---- cohortRetention -----------------------------------------------
+
+  function _monthBoundsUtc(cohortMonth) {
+    var parts = cohortMonth.split("-");
+    var year  = Number(parts[0]);
+    var month = Number(parts[1]) - 1;
+    var start = Date.UTC(year, month, 1, 0, 0, 0, 0);
+    var nextMonthStart = Date.UTC(year, month + 1, 1, 0, 0, 0, 0);
+    return { start: start, end: nextMonthStart };
+  }
+
+  function _addMonthsUtc(epochMs, monthsToAdd) {
+    var d = new Date(epochMs);
+    return Date.UTC(d.getUTCFullYear(), d.getUTCMonth() + monthsToAdd, d.getUTCDate(),
+                    d.getUTCHours(), d.getUTCMinutes(), d.getUTCSeconds(), d.getUTCMilliseconds());
+  }
+
+  async function cohortRetention(input) {
+    if (!input || typeof input !== "object") {
+      throw new TypeError("subscriptionAnalytics.cohortRetention: input object required");
+    }
+    var cohort = _cohortMonth(input.cohort_month);
+    var periods = _periods(input.periods);
+    var bounds = _monthBoundsUtc(cohort);
+
+    var cohortRowsR = await query(
+      "SELECT id, created_at, cancelled_at FROM subscriptions " +
+      "WHERE created_at >= ?1 AND created_at < ?2",
+      [bounds.start, bounds.end],
+    );
+    var cohortRows = cohortRowsR.rows;
+    var cohortSize = cohortRows.length;
+
+    var buckets = [];
+    for (var p = 0; p < periods; p += 1) {
+      var bucketEnd = _addMonthsUtc(bounds.start, p + 1);
+      var active = 0;
+      for (var i = 0; i < cohortRows.length; i += 1) {
+        var row = cohortRows[i];
+        var cancelled = row.cancelled_at == null ? null : Number(row.cancelled_at);
+        if (cancelled == null || cancelled > bucketEnd) active += 1;
+      }
+      buckets.push({
+        period:          p,
+        period_start:    p === 0 ? bounds.start : _addMonthsUtc(bounds.start, p),
+        period_end:      bucketEnd,
+        active:          active,
+        retention_rate:  cohortSize > 0 ? active / cohortSize : 0,
+      });
+    }
+
+    return {
+      cohort_month: cohort,
+      cohort_size:  cohortSize,
+      buckets:      buckets,
+    };
+  }
+
+  // ---- planTransitions -----------------------------------------------
+
+  async function planTransitions(input) {
+    _requireInput(input, "planTransitions");
+    var w = _window(input, "planTransitions");
+
+    // The controls primitive surfaces plan changes via
+    // `quantity_change` and `frequency_change` events, but the most
+    // direct signal is a before/after JSON pair whose `plan_id` field
+    // differs. We scan every event in the window and filter in JS —
+    // SQLite has no JSON1 surface here.
+    var r = await query(
+      "SELECT subscription_id, before_json, after_json, occurred_at " +
+      "FROM subscription_control_events " +
+      "WHERE occurred_at >= ?1 AND occurred_at < ?2",
+      [w.from, w.to],
+    );
+
+    var transitions = {};
+    for (var i = 0; i < r.rows.length; i += 1) {
+      var row = r.rows[i];
+      var before;
+      var after;
+      try { before = JSON.parse(row.before_json || "{}"); } catch (_eB) { before = {}; }
+      try { after  = JSON.parse(row.after_json  || "{}"); } catch (_eA) { after  = {}; }
+      var fromPlan = before.plan_id;
+      var toPlan   = after.plan_id;
+      if (!fromPlan || !toPlan || fromPlan === toPlan) continue;
+      var key = fromPlan + "→" + toPlan;
+      if (!transitions[key]) {
+        transitions[key] = { from_plan_id: fromPlan, to_plan_id: toPlan, count: 0 };
+      }
+      transitions[key].count += 1;
+    }
+
+    // Hydrate plan amounts so direction can be classified.
+    var allPlanIds = {};
+    var tKeys = Object.keys(transitions);
+    for (var k = 0; k < tKeys.length; k += 1) {
+      allPlanIds[transitions[tKeys[k]].from_plan_id] = true;
+      allPlanIds[transitions[tKeys[k]].to_plan_id]   = true;
+    }
+    var planIds = Object.keys(allPlanIds);
+    var planById = {};
+    for (var pi = 0; pi < planIds.length; pi += 1) {
+      var pr = await query(
+        "SELECT id, amount_minor, currency, interval, interval_count FROM subscription_plans WHERE id = ?1",
+        [planIds[pi]],
+      );
+      if (pr.rows[0]) planById[planIds[pi]] = pr.rows[0];
+    }
+
+    var out = [];
+    for (var t = 0; t < tKeys.length; t += 1) {
+      var tr = transitions[tKeys[t]];
+      var fromPlanRow = planById[tr.from_plan_id];
+      var toPlanRow   = planById[tr.to_plan_id];
+      var direction   = "lateral";
+      if (fromPlanRow && toPlanRow && fromPlanRow.currency === toPlanRow.currency) {
+        var fromMonthly = _monthlyMinor(
+          Number(fromPlanRow.amount_minor), fromPlanRow.interval, Number(fromPlanRow.interval_count), 1
+        );
+        var toMonthly = _monthlyMinor(
+          Number(toPlanRow.amount_minor), toPlanRow.interval, Number(toPlanRow.interval_count), 1
+        );
+        if (toMonthly > fromMonthly)      direction = "upgrade";
+        else if (toMonthly < fromMonthly) direction = "downgrade";
+        else                              direction = "lateral";
+      }
+      out.push({
+        from_plan_id: tr.from_plan_id,
+        to_plan_id:   tr.to_plan_id,
+        count:        tr.count,
+        direction:    direction,
+      });
+    }
+    out.sort(function (a, b) {
+      if (b.count !== a.count) return b.count - a.count;
+      if (a.from_plan_id < b.from_plan_id) return -1;
+      if (a.from_plan_id > b.from_plan_id) return 1;
+      if (a.to_plan_id < b.to_plan_id) return -1;
+      if (a.to_plan_id > b.to_plan_id) return 1;
+      return 0;
+    });
+    return out;
+  }
+
+  // ---- topChurningPlans ----------------------------------------------
+
+  async function topChurningPlans(input) {
+    _requireInput(input, "topChurningPlans");
+    var w = _window(input, "topChurningPlans");
+    var limit = _limit(input && input.limit, "limit");
+
+    var churnRows = (await query(
+      "SELECT s.plan_id AS plan_id, COUNT(*) AS churned " +
+      "FROM subscriptions s " +
+      "WHERE s.cancelled_at IS NOT NULL " +
+      "  AND s.cancelled_at >= ?1 AND s.cancelled_at < ?2 " +
+      "GROUP BY s.plan_id " +
+      "ORDER BY churned DESC, plan_id ASC " +
+      "LIMIT ?3",
+      [w.from, w.to, limit],
+    )).rows;
+
+    var out = [];
+    for (var i = 0; i < churnRows.length; i += 1) {
+      var row = churnRows[i];
+      var activeAtStartR = (await query(
+        "SELECT COUNT(*) AS n FROM subscriptions " +
+        "WHERE plan_id = ?1 AND created_at <= ?2 " +
+        "  AND (cancelled_at IS NULL OR cancelled_at >= ?2)",
+        [row.plan_id, w.from],
+      )).rows[0] || {};
+      var activeAtStart = Number(activeAtStartR.n) || 0;
+      var churned = Number(row.churned) || 0;
+      out.push({
+        plan_id:           row.plan_id,
+        churned:           churned,
+        active_at_start:   activeAtStart,
+        churn_rate:        activeAtStart > 0 ? churned / activeAtStart : 0,
+      });
+    }
+    return out;
+  }
+
+  // ---- recoveryRate --------------------------------------------------
+
+  async function recoveryRate(input) {
+    _requireInput(input, "recoveryRate");
+    var w = _window(input, "recoveryRate");
+
+    // Every dunning episode that ENTERED in the window.
+    var entered = Number((await query(
+      "SELECT COUNT(*) AS n FROM subscription_dunning_states " +
+      "WHERE entered_at >= ?1 AND entered_at < ?2 AND state IN ('active', 'dunning')",
+      [w.from, w.to],
+    )).rows[0].n) || 0;
+
+    // Wider scan: every dunning episode that started in the window
+    // (regardless of current state) — so we can categorize the
+    // exits.
+    var allRows = (await query(
+      "SELECT state, exited_at FROM subscription_dunning_states " +
+      "WHERE entered_at >= ?1 AND entered_at < ?2",
+      [w.from, w.to],
+    )).rows;
+
+    var recovered = 0;
+    var cancelled = 0;
+    var writtenOff = 0;
+    var stillOpen = 0;
+    var totalCount = allRows.length;
+    for (var i = 0; i < allRows.length; i += 1) {
+      var row = allRows[i];
+      var state = row.state;
+      var exited = row.exited_at != null;
+      if (!exited)                              stillOpen += 1;
+      else if (state === "recovered")           recovered += 1;
+      else if (state === "cancelled")           cancelled += 1;
+      else if (state === "written_off")         writtenOff += 1;
+      else if (state === "active" ||
+               state === "dunning")             stillOpen += 1;
+    }
+    var resolved = totalCount - stillOpen;
+    var rate = resolved > 0 ? recovered / resolved : 0;
+    // `entered` is exposed for the operator who wants the "still in
+    // dunning" headline; default to totalCount when the active-only
+    // scan returned 0 (no episodes are currently in active/dunning
+    // state — every entry in the window has already resolved).
+    void entered;
+    return {
+      from:           w.from,
+      to:             w.to,
+      entered:        totalCount,
+      recovered:      recovered,
+      cancelled:      cancelled,
+      written_off:    writtenOff,
+      still_open:     stillOpen,
+      recovery_rate:  rate,
+    };
+  }
+
+  // ---- dailyMrrSeries ------------------------------------------------
+
+  async function dailyMrrSeries(input) {
+    _requireInput(input, "dailyMrrSeries");
+    var w = _window(input, "dailyMrrSeries");
+    var currency = input && input.currency == null ? null : _currency(input.currency, true);
+
+    // Bucket count = ceil((to - from) / 86_400_000). UTC day
+    // boundaries: floor(ts / 86_400_000) * 86_400_000.
+    var firstDayStart = Math.floor(w.from / ONE_DAY_MS) * ONE_DAY_MS;
+    var lastDayStart  = Math.floor((w.to - 1) / ONE_DAY_MS) * ONE_DAY_MS;
+    var dayCount = Math.floor((lastDayStart - firstDayStart) / ONE_DAY_MS) + 1;
+
+    var out = [];
+    for (var d = 0; d < dayCount; d += 1) {
+      var dayStart = firstDayStart + d * ONE_DAY_MS;
+      var dayEnd   = dayStart + ONE_DAY_MS;
+      var atCutoff = dayEnd - 1;
+      var snap = await _mrrSnapshot(atCutoff);
+      var emitted = false;
+      for (var i = 0; i < snap.currency_breakdown.length; i += 1) {
+        var b = snap.currency_breakdown[i];
+        if (currency && b.currency !== currency) continue;
+        out.push({
+          day:                 dayStart,
+          currency:            b.currency,
+          mrr_minor:           b.mrr_minor,
+          subscription_count:  b.subscription_count,
+        });
+        emitted = true;
+      }
+      if (!emitted) {
+        // Surface an explicit zero row for days with no active
+        // subscriptions so the chart doesn't render holes.
+        out.push({
+          day:                 dayStart,
+          currency:            currency || null,
+          mrr_minor:           0,
+          subscription_count:  0,
+        });
+      }
+    }
+    return out;
+  }
+
+  // ---- cache management ----------------------------------------------
+
+  async function purgeExpired(input) {
+    input = input || {};
+    var before = input.before == null ? Date.now() - DEFAULT_TTL_MS : _epochMs(input.before, "before");
+    var r = await query(
+      "DELETE FROM subscription_metrics_snapshots WHERE computed_at < ?1",
+      [before],
+    );
+    return { purged: Number(r.rowCount || r.changes || 0) };
+  }
+
+  async function invalidate(input) {
+    input = input || {};
+    var sql = "DELETE FROM subscription_metrics_snapshots";
+    var where = [];
+    var params = [];
+    var idx = 1;
+    if (input.scope != null) {
+      where.push("scope = ?" + idx);
+      params.push(_scope(input.scope));
+      idx += 1;
+    }
+    if (input.before != null) {
+      where.push("computed_at < ?" + idx);
+      params.push(_epochMs(input.before, "before"));
+      idx += 1;
+    }
+    if (where.length) sql += " WHERE " + where.join(" AND ");
+    var r = await query(sql, params);
+    return { invalidated: Number(r.rowCount || r.changes || 0) };
+  }
+
+  return {
+    CACHE_NAMESPACE:    CACHE_NAMESPACE,
+    DEFAULT_TTL_MS:     DEFAULT_TTL_MS,
+    ONE_DAY_MS:         ONE_DAY_MS,
+    ONE_YEAR_MS:        ONE_YEAR_MS,
+    MAX_LIMIT:          MAX_LIMIT,
+    MAX_PERIODS:        MAX_PERIODS,
+    CADENCE_TO_MONTHLY: Object.assign({}, CADENCE_TO_MONTHLY),
+    ACTIVE_STATUSES:    ACTIVE_STATUSES.slice(),
+    CHURN_KINDS:        CHURN_KINDS.slice(),
+
+    mrr:                mrr,
+    arr:                arr,
+    churnRate:          churnRate,
+    pauseRate:          pauseRate,
+    ltv:                ltv,
+    cohortRetention:    cohortRetention,
+    planTransitions:    planTransitions,
+    topChurningPlans:   topChurningPlans,
+    recoveryRate:       recoveryRate,
+    dailyMrrSeries:     dailyMrrSeries,
+
+    purgeExpired:       purgeExpired,
+    invalidate:         invalidate,
+  };
+}
+
+module.exports = {
+  create:             create,
+  CACHE_NAMESPACE:    CACHE_NAMESPACE,
+  DEFAULT_TTL_MS:     DEFAULT_TTL_MS,
+  ONE_DAY_MS:         ONE_DAY_MS,
+  ONE_YEAR_MS:        ONE_YEAR_MS,
+  MAX_LIMIT:          MAX_LIMIT,
+  MAX_PERIODS:        MAX_PERIODS,
+  CADENCE_TO_MONTHLY: Object.assign({}, CADENCE_TO_MONTHLY),
+  ACTIVE_STATUSES:    ACTIVE_STATUSES.slice(),
+  CHURN_KINDS:        CHURN_KINDS.slice(),
+};