revops + onboarding
This commit is contained in:
Timo Knuth
361
src/lib/revops-server.ts
Normal file
361
src/lib/revops-server.ts
Normal file
@@ -0,0 +1,361 @@
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import { db } from '@/lib/db';
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import { FREE_DYNAMIC_QR_LIMIT } from '@/lib/plans';
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import {
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getEmailDomain,
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isFreemailDomain,
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LifecycleStage,
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normalizeSource,
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} from '@/lib/revops';
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type ScoreReason =
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| 'signup'
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| 'onboarding_update'
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| 'qr_created'
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| 'scan_recorded'
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| 'subscription_changed';
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type UserForScoring = {
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id: string;
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email: string;
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plan: string;
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primaryUseCase: string | null;
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primaryGoal: string | null;
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jobRole: string | null;
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companyName: string | null;
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teamSizeBucket: string | null;
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firstQrCreatedAt: Date | null;
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firstDynamicQrAt: Date | null;
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firstStaticQrAt: Date | null;
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firstScanAt: Date | null;
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activationAt: Date | null;
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onboardingCompletedAt: Date | null;
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lastQualifiedAt: Date | null;
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lifecycleStage: string;
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};
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type UserMetricSnapshot = {
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qrCount: number;
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dynamicQrCount: number;
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contentTypeCount: number;
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businessishTypeCount: number;
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scanCount: number;
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firstQrCreatedAt: Date | null;
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firstDynamicQrAt: Date | null;
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firstStaticQrAt: Date | null;
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};
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export function triggerLifecycleScoring(userId: string, reason: ScoreReason) {
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void scoreUserLifecycle(userId, reason).catch((error) => {
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console.error(`Lifecycle scoring failed for ${userId} (${reason}):`, error);
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});
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}
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export async function scoreUserLifecycle(userId: string, reason: ScoreReason) {
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const user = await db.user.findUnique({
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where: { id: userId },
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select: {
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id: true,
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email: true,
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plan: true,
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primaryUseCase: true,
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primaryGoal: true,
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jobRole: true,
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companyName: true,
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teamSizeBucket: true,
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firstQrCreatedAt: true,
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firstDynamicQrAt: true,
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firstStaticQrAt: true,
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firstScanAt: true,
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activationAt: true,
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onboardingCompletedAt: true,
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lastQualifiedAt: true,
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lifecycleStage: true,
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},
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});
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if (!user) {
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return null;
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}
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const qrCodes = await db.qRCode.findMany({
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where: { userId },
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select: {
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id: true,
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type: true,
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contentType: true,
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createdAt: true,
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_count: {
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select: {
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scans: true,
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},
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},
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},
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});
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const firstScan = await db.qRScan.findFirst({
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where: {
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qr: {
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userId,
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},
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},
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orderBy: {
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ts: 'asc',
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},
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select: {
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ts: true,
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},
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});
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const metrics = getMetricSnapshot(qrCodes);
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const computedTimestamps = {
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firstQrCreatedAt: user.firstQrCreatedAt ?? metrics.firstQrCreatedAt,
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firstDynamicQrAt: user.firstDynamicQrAt ?? metrics.firstDynamicQrAt,
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firstStaticQrAt: user.firstStaticQrAt ?? metrics.firstStaticQrAt,
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firstScanAt: user.firstScanAt ?? firstScan?.ts ?? null,
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activationAt: user.activationAt ?? user.firstScanAt ?? firstScan?.ts ?? null,
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onboardingCompletedAt:
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user.onboardingCompletedAt ?? metrics.firstQrCreatedAt,
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};
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const fitScore = calculateFitScore(user);
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const intentScore = calculateIntentScore({
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...computedTimestamps,
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...metrics,
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});
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const leadScore = fitScore + intentScore;
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const nextStage = resolveLifecycleStage({
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plan: user.plan,
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leadScore,
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activationAt: computedTimestamps.activationAt,
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});
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const shouldRefreshQualifiedAt = nextStage === 'paid' || nextStage === 'hot' || nextStage === 'upgrade_candidate';
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const updatedUser = await db.user.update({
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where: { id: userId },
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data: {
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emailDomain: getEmailDomain(user.email),
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firstQrCreatedAt: computedTimestamps.firstQrCreatedAt,
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firstDynamicQrAt: computedTimestamps.firstDynamicQrAt,
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firstStaticQrAt: computedTimestamps.firstStaticQrAt,
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firstScanAt: computedTimestamps.firstScanAt,
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activationAt: computedTimestamps.activationAt,
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onboardingCompletedAt: computedTimestamps.onboardingCompletedAt,
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fitScore,
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intentScore,
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leadScore,
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lifecycleStage: nextStage,
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lastScoredAt: new Date(),
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lastQualifiedAt: shouldRefreshQualifiedAt ? new Date() : user.lastQualifiedAt,
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},
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select: {
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id: true,
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lifecycleStage: true,
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fitScore: true,
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intentScore: true,
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leadScore: true,
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firstQrCreatedAt: true,
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firstDynamicQrAt: true,
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firstScanAt: true,
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activationAt: true,
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},
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});
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if (user.lifecycleStage !== nextStage) {
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await db.userLifecycleLog.create({
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data: {
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userId,
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fromStage: user.lifecycleStage,
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toStage: nextStage,
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fitScore,
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intentScore,
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leadScore,
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reason,
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},
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});
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}
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return updatedUser;
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}
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export async function getOnboardingState(userId: string) {
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return db.user.findUnique({
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where: { id: userId },
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select: {
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id: true,
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email: true,
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name: true,
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plan: true,
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signupSource: true,
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signupSourceSelfReported: true,
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signupCampaign: true,
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signupLandingPath: true,
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primaryUseCase: true,
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primaryGoal: true,
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jobRole: true,
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companyName: true,
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companyWebsite: true,
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teamSizeBucket: true,
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onboardingStartedAt: true,
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sourceConfirmedAt: true,
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useCaseSelectedAt: true,
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goalSelectedAt: true,
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profileCompletedAt: true,
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firstQrCreatedAt: true,
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firstDynamicQrAt: true,
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firstStaticQrAt: true,
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firstScanAt: true,
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activationAt: true,
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onboardingCompletedAt: true,
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lifecycleStage: true,
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fitScore: true,
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intentScore: true,
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leadScore: true,
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},
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});
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}
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export function getMetricSnapshot(
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qrCodes: Array<{
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type: 'STATIC' | 'DYNAMIC';
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contentType: string;
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createdAt: Date;
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_count: { scans: number };
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}>
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): UserMetricSnapshot {
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const sorted = [...qrCodes].sort((a, b) => a.createdAt.getTime() - b.createdAt.getTime());
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const dynamicOnly = sorted.filter((qr) => qr.type === 'DYNAMIC');
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const staticOnly = sorted.filter((qr) => qr.type === 'STATIC');
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const businessish = sorted.filter((qr) =>
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['BARCODE', 'PDF', 'VCARD', 'COUPON', 'FEEDBACK'].includes(qr.contentType)
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);
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return {
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qrCount: sorted.length,
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dynamicQrCount: dynamicOnly.length,
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contentTypeCount: new Set(sorted.map((qr) => qr.contentType)).size,
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businessishTypeCount: businessish.length,
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scanCount: sorted.reduce((sum, qr) => sum + qr._count.scans, 0),
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firstQrCreatedAt: sorted[0]?.createdAt ?? null,
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firstDynamicQrAt: dynamicOnly[0]?.createdAt ?? null,
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firstStaticQrAt: staticOnly[0]?.createdAt ?? null,
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};
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}
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export function calculateFitScore(user: Pick<UserForScoring, 'email' | 'primaryUseCase' | 'primaryGoal' | 'jobRole' | 'companyName' | 'teamSizeBucket'>): number {
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const emailDomain = getEmailDomain(user.email);
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let score = 0;
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if (emailDomain) {
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score += isFreemailDomain(emailDomain) ? -15 : 20;
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}
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if (['marketing_campaign', 'bulk_qr', 'menu_pdf', 'barcode'].includes(user.primaryUseCase ?? '')) {
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score += 10;
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}
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if (['track_printed_campaigns', 'generate_leads', 'manage_multiple_qr_codes'].includes(user.primaryGoal ?? '')) {
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score += 10;
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}
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if (['founder_owner', 'marketing_manager', 'agency_freelancer', 'operations'].includes(user.jobRole ?? '')) {
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score += 10;
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}
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if (user.companyName?.trim()) {
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score += 5;
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}
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if (['6_20', '21_100', '100_plus'].includes(user.teamSizeBucket ?? '')) {
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score += 10;
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}
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return score;
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}
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export function calculateIntentScore(input: {
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firstQrCreatedAt: Date | null;
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firstDynamicQrAt: Date | null;
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qrCount: number;
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scanCount: number;
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businessishTypeCount: number;
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contentTypeCount: number;
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}): number {
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let score = 0;
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score += input.firstQrCreatedAt ? 20 : -10;
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score += input.firstDynamicQrAt ? 20 : 0;
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score += input.qrCount >= 3 ? 15 : 0;
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score += input.scanCount > 0 ? 10 : 0;
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score += input.businessishTypeCount > 0 ? 10 : 0;
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score += input.contentTypeCount >= 2 ? 10 : 0;
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return score;
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}
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export function resolveLifecycleStage(input: {
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plan: string;
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leadScore: number;
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activationAt: Date | null;
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}): LifecycleStage {
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if (input.plan === 'PRO' || input.plan === 'BUSINESS') {
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return 'paid';
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}
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if (input.leadScore >= 70) {
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return 'upgrade_candidate';
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}
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if (input.leadScore >= 55) {
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return 'hot';
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}
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if (input.leadScore >= 30) {
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return 'warm';
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}
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if (input.activationAt) {
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return 'activated';
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}
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return 'cold';
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}
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export function getUpgradeCandidateBadges(user: {
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email?: string | null;
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primaryUseCase?: string | null;
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primaryGoal?: string | null;
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}, metrics: {
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dynamicQrCount: number;
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qrCount: number;
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scanCount: number;
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}): string[] {
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const emailDomain = getEmailDomain(user.email);
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const badges: string[] = [];
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if (emailDomain && !isFreemailDomain(emailDomain)) {
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badges.push('business domain');
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}
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if (metrics.dynamicQrCount > 0) {
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badges.push('dynamic usage');
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}
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if (metrics.qrCount >= 3) {
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badges.push('3+ QRs');
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}
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if (metrics.scanCount > 0) {
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badges.push('scans detected');
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}
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if (
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user.primaryUseCase === 'marketing_campaign' ||
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user.primaryGoal === 'track_printed_campaigns' ||
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user.primaryGoal === 'generate_leads'
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) {
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badges.push('marketing campaign intent');
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}
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if (metrics.dynamicQrCount >= Math.max(1, FREE_DYNAMIC_QR_LIMIT - 1)) {
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badges.push('near free plan limit');
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}
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return badges;
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}
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export function normalizeTrackedSource(source?: string | null, referrer?: string | null, landingPath?: string | null) {
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return normalizeSource({
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utmSource: source,
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referrer,
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landingPath,
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});
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}
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