@reachy/audience-module 1.0.17 → 1.0.19

package/CLAUDE.md

@@ -0,0 +1,134 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Build & Development
+
+```bash
+npm run build        # Compile TypeScript → dist/
+npm run watch        # Compile with --watch for dev
+npm run clean        # Remove dist/
+npx tsc --noEmit     # Type-check without emitting
+```
+
+No test framework or linter is configured. CI is GitLab (`.gitlab-ci.yml`): lint_and_test → build → tag → publish_npm (manual).
+
+Published as `@reachy/audience-module` on npm (v1.0.19). Peer dependency: `@supabase/supabase-js ^2.x`.
+
+## Architecture
+
+Standalone npm package that evaluates audience segmentation criteria against contacts and events. Consumed by `reachy-api` and other Reachy services.
+
+### Execution flow
+
+```
+AudienceModule (facade)
+  → CriteriaParser.parse()        — normalizes V1/V2/conditions into groups format
+  → CriteriaParser.getAudienceType() — 'static' or 'live'
+  │
+  ├─ Static: StaticAudienceExecutor → SupabaseContactRepository → V2AudienceEngine
+  └─ Live:   MemberRepository.listMembers() (injected)
+```
+
+**V2AudienceEngine** (~2200 lines) is the core. It evaluates groups of rules:
+- **Property rules** (`kind='property'`) — query `contacts` table via Supabase
+- **Event rules** (`kind='event'`) — routed to `ClickHouseEventQueryExecutor` when available, falls back to paginated Supabase + JS aggregation
+
+### Criteria formats
+
+Three formats supported (CriteriaParser normalizes all to V2 groups via `coerceCriteriaToGroups`):
+- `groups[]` — V2 preferred. Rules have `kind`, `eventName`, `field`, `op`, `frequency`, `attributes`, `time`, `negate`, `interest`, `filters[]`
+- `filters[]` — V1 legacy. Special: `field='event'` becomes event rule; `field='custom_field'` uses `customFieldKey`
+- `conditions[]` — normalized legacy
+
+Live audience types: `live-actions`, `live-page-visit`, `live-referrer`, `live-page-count`. Everything else is `static`.
+
+### Database backends
+
+- **Supabase (PostgreSQL)**: contacts, properties (JSONB), project settings. Always required.
+- **ClickHouse** (optional): event queries. Replaces N paginated Supabase queries with single aggregation queries. Enabled via `clickhouseClient` in `AudienceBuilderConfig`.
+
+### Key tables
+
+- `contacts` — `id`, `reachy_id`, `email`, `properties` (JSONB for custom fields), `is_subscribed`, `created_at`, `updated_at`
+- `contact_events` — `contact_id`, `reachy_id`, `event_name`, `event_data` (JSON), `event_timestamp`, keyed by `organization_id + project_id + event_name`. Also has denormalized columns: `current_url`, `domain`, `path`, `referrer`, `page_title`, `utm_*`, `session_id`, `session_is_new`
+- `projects` — `settings.timezone` (IANA timezone string)
+
+## V2AudienceEngine internals
+
+### Identity resolution (3-tier fallback)
+
+Event rows are resolved to contact UUIDs in this order:
+1. `row.reachy_id` → lookup in `reachyIdToContactId` map
+2. `row.contact_id` → validate against `allContactIds` set
+3. Email from `event_data` (checks: `email`, `user_email`, `userEmail`, `contact_email`, `contactEmail`) → lookup in `emailToContactId`
+
+Identity maps are lazy-loaded: only when criteria has event rules or negate rules.
+
+### Property rules — JSONB patterns
+
+Known columns (`email`, `first_name`, `last_name`, `phone`, `is_subscribed`, `created_at`, `updated_at`, `name`) query directly. Unknown fields use `properties->>{field}`.
+
+Three special handling paths for JSONB fields:
+- **Numeric JSONB** (`shouldNumericJsonb`): When operator is `>`, `>=`, `<`, `<=`, `between` — fetches `id, properties`, then compares in JS (Supabase JSONB numeric comparison is unreliable)
+- **Negation JSONB** (`shouldManualJsonbNegation`): `not_equals`/`not_contains` on JSONB — fetches all, filters in JS (handles null semantics correctly)
+- **is_not_empty on JSONB**: Uses `filter(propertyObj, 'cs', '{"keyName":')` to check key existence in JSON object
+
+### Event rules — evaluation paths
+
+ClickHouse executor has 4 optimized paths:
+1. **First Time**: `GROUP BY contact_id HAVING min(event_timestamp) >= window_start`
+2. **Last Time**: `GROUP BY contact_id HAVING max(event_timestamp) <= window_end`
+3. **Pure Frequency**: `GROUP BY contact_id` with `count()`/`sum()`/`avg()` + `HAVING`
+4. **Fetch & Process**: Fetch rows, apply in-memory filters (time_of_day, day_of_week, day_of_month, event_property, interest)
+
+Supabase fallback: paginated `fetchAll()` + JS aggregation. First/last time uses chunked N+1 pattern (500 IDs per chunk, separate queries for `contact_id` and `reachy_id`).
+
+### Live presets
+
+- `live-page-visit`: Filters on `path`/`current_url` ILIKE + `domain` ILIKE
+- `live-referrer`: `session_is_new=true` + referrer/UTM ILIKE
+- `live-page-count`: In-memory count threshold
+
+### Interest feature
+
+- **predominantly**: Contact included if matching value count >= any other single value count
+- **at_least X%**: Contact included if matching_count / total >= threshold
+
+### Group evaluation strategy
+
+- **OR groups**: All rules run in parallel (`Promise.all`), results unioned
+- **AND/NOT groups**: Sequential with early exit on empty set
+- **Between groups**: If all combine with OR, run in parallel; otherwise sequential with early exit
+- Single-contact evaluation (`matchesContact`) also has early exits: AND+false→false, OR+true→true
+
+## Performance safeguards
+
+| Context | Max rows | Location |
+|---------|----------|----------|
+| Supabase contacts fetch | 500,000 | V2AudienceEngine `fetchAll` default |
+| Supabase event queries | 200,000 | V2AudienceEngine `MAX_EVENT_ROWS` |
+| ClickHouse fetch queries | 200,000 | ClickHouseEventQueryExecutor `MAX_FETCH_ROWS` |
+| first/last_time boundary | 50,000 per chunk | V2AudienceEngine offset guard |
+
+- **Timezone cache**: Static `_tzCache` with 5-min TTL, keyed by `orgId:projectId`
+- **Lazy contact loading**: Identity maps only loaded when needed (event rules or negate)
+- **Minimal SELECT**: Event queries select only needed fields (`contact_id, reachy_id` base; add `event_data`/`event_timestamp` only when required)
+- **Set operations optimized**: `intersect` iterates smaller set; no intermediate array allocations
+
+## Security
+
+- **ClickHouse**: All user values via `query_params` (`{param:Type}` syntax). Field expressions validated with `^[a-zA-Z0-9_]+$` allowlist.
+- **Supabase**: Uses PostgREST query builder (parameterized by default).
+
+## RFM Engine
+
+`RfmEngine` computes Recency-Frequency scores (1-5 each) using percentile cuts (20th/40th/60th/80th). 10 segments: Champions, Loyal Users, Potential Loyalists, New Users, Promising, Needing Attention, About to Sleep, Cannot Lose Them, At Risk, Hibernating.
+
+`RfmSegmentBuilder` converts RFM thresholds into executable audience criteria (groups format with event rules + frequency filters).
+
+## Field mapping reference
+
+`mapAudienceFieldToContactField`: `name`→`first_name`. All other known fields map to themselves. Unknown fields fall through to `properties->>{field}`.
+
+Date normalization (`normalizeDateBoundary`): Accepts `YYYY-MM-DD`, `DD/MM/YYYY`, ISO timestamps. Start boundary → `00:00:00Z`. End boundary → start of next day (exclusive `.lt()`).

package/dist/AudienceModule.d.ts.map

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package/dist/AudienceModule.js

@@ -10,6 +10,7 @@ class AudienceModule {
         if (config.supabaseClient) {
             const repo = new SupabaseContactRepository_1.SupabaseContactRepository({
                 supabaseClient: config.supabaseClient,
+                clickhouseClient: config.clickhouseClient,
                 debug: !!config.enableDebugLogs,
                 logger: console
             });

package/dist/AudienceModule.js.map

@@ -1 +1 @@
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package/dist/builders/RfmSegmentBuilder.d.ts

@@ -0,0 +1,44 @@
+export type RfmThresholdRowLike = {
+    kind: 'r' | 'f' | string;
+    score: number;
+    min_value: number;
+    max_value: number;
+};
+export type RfmRecencyDefinition = {
+    within_days: number;
+    exclude_within_days?: number | null;
+};
+export type RfmFrequencyDefinition = {
+    op: string;
+    value: number;
+    value2?: number | null;
+};
+export type RfmSegmentDefinition = {
+    segment_key: string;
+    segment_name: string;
+    window_days: number;
+    recency: RfmRecencyDefinition;
+    frequency: RfmFrequencyDefinition;
+    criteria: any;
+};
+type ScoreRange = {
+    minScore: number;
+    maxScore: number;
+};
+export declare class RfmSegmentBuilder {
+    static getSegmentScoreRanges(segmentKey: string): {
+        r: ScoreRange;
+        f: ScoreRange;
+    } | null;
+    static getSegmentName(segmentKey: string): string;
+    static clampInt(n: number, min: number, max: number): number;
+    static buildDefinition(params: {
+        rfEventName: string;
+        windowDays: number;
+        segmentKey: string;
+        thresholds: RfmThresholdRowLike[];
+        filterCriteria?: any | null;
+    }): RfmSegmentDefinition;
+}
+export {};
+//# sourceMappingURL=RfmSegmentBuilder.d.ts.map

package/dist/builders/RfmSegmentBuilder.d.ts.map

@@ -0,0 +1 @@
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package/dist/builders/RfmSegmentBuilder.js

@@ -0,0 +1,232 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.RfmSegmentBuilder = void 0;
+class RfmSegmentBuilder {
+    static getSegmentScoreRanges(segmentKey) {
+        const k = String(segmentKey || '').trim();
+        switch (k) {
+            case 'champions':
+                return { r: { minScore: 4, maxScore: 5 }, f: { minScore: 4, maxScore: 5 } };
+            case 'loyal_users':
+                return { r: { minScore: 3, maxScore: 3 }, f: { minScore: 4, maxScore: 5 } };
+            case 'potential_loyalists':
+                return { r: { minScore: 4, maxScore: 5 }, f: { minScore: 2, maxScore: 3 } };
+            case 'new_users':
+                return { r: { minScore: 5, maxScore: 5 }, f: { minScore: 1, maxScore: 1 } };
+            case 'promising':
+                return { r: { minScore: 4, maxScore: 4 }, f: { minScore: 1, maxScore: 1 } };
+            case 'needing_attention':
+                return { r: { minScore: 3, maxScore: 3 }, f: { minScore: 3, maxScore: 3 } };
+            case 'about_to_sleep':
+                return { r: { minScore: 3, maxScore: 3 }, f: { minScore: 1, maxScore: 2 } };
+            case 'cannot_lose_them':
+                return { r: { minScore: 1, maxScore: 2 }, f: { minScore: 5, maxScore: 5 } };
+            case 'at_risk':
+                return { r: { minScore: 1, maxScore: 2 }, f: { minScore: 3, maxScore: 4 } };
+            case 'hibernating':
+                return { r: { minScore: 1, maxScore: 2 }, f: { minScore: 1, maxScore: 2 } };
+            default:
+                return null;
+        }
+    }
+    static getSegmentName(segmentKey) {
+        const map = {
+            champions: 'Champions',
+            loyal_users: 'Loyal Users',
+            potential_loyalists: 'Potential Loyalists',
+            new_users: 'New Users',
+            promising: 'Promising',
+            needing_attention: 'Needing Attention',
+            about_to_sleep: 'About to Sleep',
+            at_risk: 'At Risk',
+            cannot_lose_them: 'Cannot Lose Them',
+            hibernating: 'Hibernating',
+        };
+        return map[String(segmentKey || '').trim()] || String(segmentKey || '').trim() || 'Segment';
+    }
+    static clampInt(n, min, max) {
+        const x = Number.isFinite(n) ? Math.trunc(n) : min;
+        return Math.max(min, Math.min(max, x));
+    }
+    static buildDefinition(params) {
+        const { rfEventName, windowDays, segmentKey, thresholds, filterCriteria } = params;
+        const ranges = this.getSegmentScoreRanges(segmentKey);
+        if (!ranges)
+            throw new Error('segment_key inválido');
+        const rMaxDays = new Map();
+        const fMinCount = new Map();
+        const fMaxCount = new Map();
+        for (const row of thresholds || []) {
+            const score = Number(row.score);
+            if (!Number.isFinite(score))
+                continue;
+            if (row.kind === 'r') {
+                const maxV = Number(row.max_value);
+                if (Number.isFinite(maxV))
+                    rMaxDays.set(score, Math.max(0, Math.trunc(maxV)));
+            }
+            else if (row.kind === 'f') {
+                const minV = Number(row.min_value);
+                const maxV = Number(row.max_value);
+                if (Number.isFinite(minV))
+                    fMinCount.set(score, Math.max(0, Math.trunc(minV)));
+                if (Number.isFinite(maxV))
+                    fMaxCount.set(score, Math.max(0, Math.trunc(maxV)));
+            }
+        }
+        const rMin = ranges.r.minScore;
+        const rMax = ranges.r.maxScore;
+        const recencyUpperRaw = (() => {
+            if (rMin <= 1)
+                return windowDays;
+            for (let s = rMin; s <= rMax; s++) {
+                const v = rMaxDays.get(s);
+                if (v != null)
+                    return v;
+            }
+            throw new Error(`Sem thresholds para recency score ${rMin}..${rMax}`);
+        })();
+        const recencyUpper = this.clampInt(recencyUpperRaw, 1, Math.max(1, windowDays));
+        const recencyLowerRaw = (() => {
+            if (rMax >= 5)
+                return null;
+            for (let s = rMax + 1; s <= 5; s++) {
+                const v = rMaxDays.get(s);
+                if (v != null)
+                    return v;
+            }
+            return null;
+        })();
+        const recencyLower = recencyLowerRaw == null ? null : this.clampInt(recencyLowerRaw, 1, Math.max(1, windowDays));
+        const fMin = ranges.f.minScore;
+        const fMax = ranges.f.maxScore;
+        let hasAnyFreqThreshold = false;
+        for (let s = fMin; s <= fMax; s++) {
+            if (fMinCount.has(s) || fMaxCount.has(s)) {
+                hasAnyFreqThreshold = true;
+                break;
+            }
+        }
+        if (!hasAnyFreqThreshold) {
+            throw new Error(`Sem thresholds para frequency score ${fMin}..${fMax}`);
+        }
+        const collectMin = () => {
+            let min = Number.POSITIVE_INFINITY;
+            for (let s = fMin; s <= fMax; s++) {
+                const v = fMinCount.get(s) ?? fMaxCount.get(s);
+                if (v == null)
+                    continue;
+                if (v < min)
+                    min = v;
+            }
+            if (!Number.isFinite(min)) {
+                throw new Error(`Sem thresholds mínimos para frequency score ${fMin}..${fMax}`);
+            }
+            return min;
+        };
+        const collectMax = () => {
+            let max = 0;
+            for (let s = fMin; s <= fMax; s++) {
+                const v = fMaxCount.get(s) ?? fMinCount.get(s);
+                if (v == null)
+                    continue;
+                if (v > max)
+                    max = v;
+            }
+            if (!(max > 0)) {
+                throw new Error(`Sem thresholds máximos para frequency score ${fMin}..${fMax}`);
+            }
+            return max;
+        };
+        const minCount = Math.max(1, Math.trunc(collectMin()));
+        const maxCount = Math.max(minCount, Math.trunc(collectMax()));
+        const frequency = (() => {
+            if (fMax === 5 && fMin >= 4)
+                return { op: '>=', value: minCount, value2: null };
+            if (fMin === 5 && fMax === 5)
+                return { op: '>=', value: minCount, value2: null };
+            if (fMin === 1 && fMax <= 2)
+                return { op: '<=', value: maxCount, value2: null };
+            if (fMin === 1 && fMax === 1)
+                return { op: '<=', value: maxCount, value2: null };
+            return { op: 'between', value: minCount, value2: maxCount };
+        })();
+        const rfmGroup = {
+            operator: 'AND',
+            rules: [
+                {
+                    kind: 'event',
+                    eventName: rfEventName,
+                    time: { unit: 'days', value: windowDays },
+                    frequency: {
+                        type: 'count',
+                        op: frequency.op,
+                        value: frequency.value,
+                        ...(frequency.op === 'between' ? { value2: frequency.value2 } : {}),
+                    },
+                },
+                {
+                    kind: 'event',
+                    eventName: rfEventName,
+                    time: { unit: 'days', value: recencyUpper },
+                },
+                ...(recencyLower
+                    ? [
+                        {
+                            kind: 'event',
+                            eventName: rfEventName,
+                            time: { unit: 'days', value: recencyLower },
+                            negate: true,
+                        },
+                    ]
+                    : []),
+            ],
+        };
+        const filterGroupsRaw = filterCriteria &&
+            typeof filterCriteria === 'object' &&
+            Array.isArray(filterCriteria.groups)
+            ? filterCriteria.groups
+            : [];
+        const mergedGroups = (() => {
+            const base = Array.isArray(filterGroupsRaw) ? [...filterGroupsRaw] : [];
+            if (base.length === 0)
+                return [rfmGroup];
+            return [...base, { ...rfmGroup, combineOperator: 'AND' }];
+        })();
+        const baseConfig = filterCriteria &&
+            typeof filterCriteria === 'object' &&
+            filterCriteria.config &&
+            typeof filterCriteria.config === 'object'
+            ? filterCriteria.config
+            : {};
+        const criteria = {
+            type: 'past-behavior',
+            groups: mergedGroups,
+            config: {
+                ...baseConfig,
+                rfm: {
+                    segment_key: segmentKey,
+                    rf_event_name: rfEventName,
+                    window_days: windowDays,
+                    recency: { within_days: recencyUpper, exclude_within_days: recencyLower },
+                    frequency: { ...frequency },
+                },
+            },
+            ...(filterCriteria &&
+                typeof filterCriteria === 'object' &&
+                filterCriteria.live_options
+                ? { live_options: filterCriteria.live_options }
+                : {}),
+        };
+        return {
+            segment_key: segmentKey,
+            segment_name: this.getSegmentName(segmentKey),
+            window_days: windowDays,
+            recency: { within_days: recencyUpper, exclude_within_days: recencyLower },
+            frequency: { op: frequency.op, value: frequency.value, value2: frequency.value2 ?? null },
+            criteria,
+        };
+    }
+}
+exports.RfmSegmentBuilder = RfmSegmentBuilder;
+//# sourceMappingURL=RfmSegmentBuilder.js.map

package/dist/builders/RfmSegmentBuilder.js.map

@@ -0,0 +1 @@
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package/dist/engine/RfmEngine.d.ts

@@ -0,0 +1,67 @@
+export type RfmEventRow = {
+    contact_id?: string | null;
+    reachy_id?: string | null;
+    event_name?: string | null;
+    event_timestamp: string | Date;
+    event_data?: any;
+};
+export type RfmContactRow = {
+    id: string;
+    reachy_id?: string | null;
+    email?: string | null;
+    phone?: string | null;
+    is_subscribed?: boolean | null;
+    communication_preferences?: any;
+};
+export type RfmAggregateRow = {
+    contact_id: string;
+    last_ts: Date;
+    event_count: number;
+};
+export type RfmScoredContact = RfmAggregateRow & {
+    recency_days: number;
+    r_score: 1 | 2 | 3 | 4 | 5;
+    f_score: 1 | 2 | 3 | 4 | 5;
+    segment_key: string;
+    email_ok: 0 | 1;
+    sms_ok: 0 | 1;
+};
+export type RfmPreviewSegment = {
+    segment_key: string;
+    segment_name: string;
+    users: number;
+    percent: number;
+    avm: number;
+    email_reachability: number;
+    sms_reachability: number;
+};
+export type RfmThresholdRow = {
+    kind: 'r' | 'f';
+    score: 1 | 2 | 3 | 4 | 5;
+    min_value: number;
+    max_value: number;
+};
+export type RfmComputeOptions = {
+    from: string | Date;
+    to: string | Date;
+    rfEventName: string;
+    filterContactIds?: Set<string> | string[] | null;
+};
+type PercentileCuts = [number, number, number, number];
+export declare class RfmEngine {
+    static aggregateFromEvents(contacts: RfmContactRow[], events: RfmEventRow[], opts: RfmComputeOptions): RfmAggregateRow[];
+    static scoreAggregates(contacts: RfmContactRow[], aggregates: RfmAggregateRow[], opts: Pick<RfmComputeOptions, 'to'>): {
+        scored: RfmScoredContact[];
+        r_days_cuts: PercentileCuts;
+        f_count_cuts: PercentileCuts;
+    };
+    static thresholdsFromScored(scored: RfmScoredContact[]): RfmThresholdRow[];
+    static previewFromScored(scored: RfmScoredContact[]): RfmPreviewSegment[];
+    static computeFromEvents(contacts: RfmContactRow[], events: RfmEventRow[], opts: RfmComputeOptions): {
+        segments: RfmPreviewSegment[];
+        thresholds: RfmThresholdRow[];
+        scored: RfmScoredContact[];
+    };
+}
+export {};
+//# sourceMappingURL=RfmEngine.d.ts.map

package/dist/engine/RfmEngine.d.ts.map

@@ -0,0 +1 @@
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