feat: CRM page listing trial prospects by MRR potential

extra/lib/plausible/customer_support/trial_prospects.ex

@@ -1,9 +1,15 @@
 defmodule Plausible.CustomerSupport.TrialProspects do
   @moduledoc """
-  Pure scoring logic for ranking trial teams by revenue potential. Turns a
-  team's partial traffic sample and premium-feature usage into an estimated MRR.
+  Scoring logic for ranking trial teams by revenue potential. Turns a team's
+  partial traffic sample and premium-feature usage into an estimated MRR, and
+  serves the ranked listing back to the customer support UI.
   """
 
+  import Ecto.Query
+
+  alias Plausible.CustomerSupport.TrialProspect
+  alias Plausible.Repo
+
   # Static reference pricing (EUR/mo) + pageview ladder. Hand-maintained; keep in sync when public pricing changes.
   @pricing_path Application.app_dir(:plausible, ["priv", "trial_prospect_pricing.json"])
   @external_resource @pricing_path
@@ -37,6 +43,82 @@ defmodule Plausible.CustomerSupport.TrialProspects do
 
   @kind_rank %{starter: 0, growth: 1, business: 2}
 
+  @page_size 100
+  @sortable_columns ~w(mrr trial_start)
+  @max_expired_days 30
+
+  @spec sortable_columns() :: [String.t()]
+  def sortable_columns, do: @sortable_columns
+
+  @doc """
+  Teams worth scoring and showing: on a trial (or expired within the last
+  #{@max_expired_days} days) and not yet subscribed.
+  """
+  @spec population_query() :: Ecto.Query.t()
+  def population_query do
+    cutoff = Date.add(Date.utc_today(), -@max_expired_days)
+
+    from(t in Plausible.Teams.Team,
+      as: :team,
+      left_join: s in assoc(t, :subscription),
+      where: not is_nil(t.trial_expiry_date),
+      where: is_nil(s.id),
+      where: t.trial_expiry_date >= ^cutoff
+    )
+  end
+
+  @spec list(String.t(), :asc | :desc, pos_integer()) :: %{
+          prospects: [TrialProspect.t()],
+          page_number: pos_integer(),
+          total_pages: pos_integer(),
+          total_entries: non_neg_integer()
+        }
+  def list(sort_by, sort_direction, page) do
+    base = listing_query()
+
+    total_entries = Repo.aggregate(base, :count)
+    total_pages = max(1, ceil(total_entries / @page_size))
+    page_number = min(page, total_pages)
+
+    prospects =
+      base
+      |> preload_team()
+      |> order_prospects(sort_by, sort_direction)
+      |> limit(^@page_size)
+      |> offset(^((page_number - 1) * @page_size))
+      |> Repo.all()
+
+    %{
+      prospects: prospects,
+      page_number: page_number,
+      total_pages: total_pages,
+      total_entries: total_entries
+    }
+  end
+
+  defp listing_query do
+    from(p in TrialProspect,
+      join: t in subquery(population_query()),
+      as: :team,
+      on: t.id == p.team_id
+    )
+  end
+
+  defp preload_team(q) do
+    owners = from(u in Plausible.Auth.User, select: struct(u, [:id, :email]))
+
+    from([team: t] in q, preload: [team: {t, owners: ^owners}])
+  end
+
+  defp order_prospects(q, "trial_start", direction) do
+    order_by(q, [team: t], [{^direction, t.inserted_at}])
+  end
+
+  # Over-the-top-tier (Custom/Enterprise) prospects rank first
+  defp order_prospects(q, "mrr", direction) do
+    order_by(q, [p], [{^direction, p.over_top_tier}, {^direction, p.estimated_mrr}])
+  end
+
   @doc """
   Combines feature usage, site/member counts + a monthly estimate into the
   persisted scoring fields: `kind`, `forced_by`, `pageview_limit`,

extra/lib/plausible/workers/score_trial_prospects.ex

@@ -14,12 +14,10 @@ defmodule Plausible.Workers.ScoreTrialProspects do
   alias Plausible.Teams
   alias Plausible.CustomerSupport.{TrialProspect, TrialProspects}
 
-  @max_expired_days 30
-
   @impl Oban.Worker
   def perform(_job) do
-    Date.utc_today()
-    |> trial_population()
+    TrialProspects.population_query()
+    |> Repo.all()
     |> Enum.each(&score_and_persist/1)
 
     :ok
@@ -39,18 +37,6 @@ defmodule Plausible.Workers.ScoreTrialProspects do
     end
   end
 
-  defp trial_population(today) do
-    cutoff = Date.add(today, -@max_expired_days)
-
-    Repo.all(
-      from t in Teams.Team,
-        left_join: s in assoc(t, :subscription),
-        where: not is_nil(t.trial_expiry_date),
-        where: is_nil(s.id),
-        where: t.trial_expiry_date >= ^cutoff
-    )
-  end
-
   defp score_team(team) do
     site_ids = Teams.owned_sites_ids(team)
 

extra/lib/plausible_web/live/customer_support/components/layout.ex

@@ -102,6 +102,12 @@ defmodule PlausibleWeb.CustomerSupport.Components.Layout do
           💬 Customer Support
         </.link>
       </h2>
+      <.styled_link
+        class="text-sm flex-shrink-0"
+        patch={Routes.customer_support_trial_prospects_path(PlausibleWeb.Endpoint, :index)}
+      >
+        🔥 Trial prospects
+      </.styled_link>
     </div>
     """
   end

extra/lib/plausible_web/live/customer_support/live.ex

@@ -4,7 +4,7 @@ defmodule PlausibleWeb.CustomerSupport.Live do
 
   Provides:
   - Standard mount/3 and handle_info/2 implementations
-  - Tab navigation components and routing utilities  
+  - Tab navigation components and routing utilities
   - Common aliases and imports for Customer Support LiveViews
   - Convenience API for flashes and redirects
   """
@@ -92,6 +92,27 @@ defmodule PlausibleWeb.CustomerSupport.Live do
     """
   end
 
+  attr :active, :boolean, required: true
+  attr :direction, :atom, required: true
+
+  def sort_arrow(%{active: false} = assigns) do
+    ~H"""
+    <span class="opacity-30">↕</span>
+    """
+  end
+
+  def sort_arrow(%{direction: :asc} = assigns) do
+    ~H"""
+    <span>↑</span>
+    """
+  end
+
+  def sort_arrow(assigns) do
+    ~H"""
+    <span>↓</span>
+    """
+  end
+
   attr :tab, :string, required: true
   attr :extra_classes, :string, default: ""
   slot :tabs, required: true

extra/lib/plausible_web/live/customer_support/team/components/sites.ex

@@ -5,6 +5,7 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.Sites do
   use PlausibleWeb, :live_component
 
   import Ecto.Query, except: [update: 2, update: 3]
+  import PlausibleWeb.CustomerSupport.Live, only: [sort_arrow: 1]
   import PlausibleWeb.Live.Components.Pagination
 
   alias Plausible.Repo
@@ -221,25 +222,4 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.Sites do
 
   defp flip_direction(:asc), do: :desc
   defp flip_direction(:desc), do: :asc
-
-  attr :active, :boolean, required: true
-  attr :direction, :atom, required: true
-
-  defp sort_arrow(%{active: false} = assigns) do
-    ~H"""
-    <span class="opacity-30">↕</span>
-    """
-  end
-
-  defp sort_arrow(%{direction: :asc} = assigns) do
-    ~H"""
-    <span>↑</span>
-    """
-  end
-
-  defp sort_arrow(assigns) do
-    ~H"""
-    <span>↓</span>
-    """
-  end
 end