# Persona-Based Lead Pricing Implementation Summary

## Overview
Successfully implemented persona-based pricing multiplier system for LetsGoCappadocia lead management. The system automatically adjusts lead prices based on tourist persona profiles, optimizing revenue while providing fair pricing.

## Implementation Details

### 1. Database Layer

#### New Functions
- **`apply_persona_multiplier(p_price INTEGER, p_tourist_persona JSONB)`**
  - Applies persona-based multiplier to lead price
  - Multipliers:
    * `very_high`: 1.5x (Romantic Couple, Luxury Traveler)
    * `high`: 1.3x (Content Creator, Group Tour)
    * `medium`: 1.0x (Family Explorer, Solo Adventurer)
    * `low`: 0.8x (Budget Backpacker)
  - Returns adjusted price rounded to nearest integer

#### Updated Functions
- **`calculate_lead_price(p_base_price, p_planned_activities, p_trigger_source, p_tourist_persona)`**
  - Added `p_tourist_persona` parameter
  - Pricing calculation chain:
    1. Base price (default: 20 credits)
    2. Activity multipliers (balloon: 2.0x, ATV: 1.5x, guided tour: 1.4x)
    3. AI recommendation premium (1.75x)
    4. **Persona multiplier (0.8x - 1.5x)** ← NEW
  - Final price = base × activities × AI × persona

- **`update_lead_pricing()`** (Trigger Function)
  - Updated to pass `tourist_persona` to `calculate_lead_price`
  - Automatically recalculates price when persona changes
  - Trigger fires on: INSERT or UPDATE of base_price, planned_activities, override_price, trigger_source, **tourist_persona**

#### Updated Views
- **`leads_for_providers`**
  - Added `tourist_persona` column (visible to all providers)
  - Added `persona_confidence` column (visible to all providers)
  - Persona information shown regardless of purchase status (to incentivize purchase)
  - Contact information (email, whatsapp) still masked until purchased

### 2. Migration Files

#### `00089_add_persona_pricing_multiplier.sql`
- Creates `apply_persona_multiplier` function
- Updates `calculate_lead_price` function with persona parameter
- Updates `update_lead_pricing` trigger function
- Recreates trigger with persona support
- Updates existing leads with persona-based pricing
- Grants necessary permissions

#### `00090_update_leads_view_with_persona.sql`
- Drops and recreates `leads_for_providers` view
- Adds persona columns to view
- Maintains security (contact info masking)

### 3. Frontend Integration

#### Existing Components (Already Working)
- **PersonaBadge Component** (`/src/components/planner/PersonaBadge.tsx`)
  - Displays persona with emoji, label, and color-coded badge
  - Shows description optionally
  - Color coding based on spend_potential

- **LeadDetailModal Component** (`/src/components/provider/LeadDetailModal.tsx`)
  - Shows persona information in dedicated card
  - Displays emoji, sales_label, description, confidence score
  - Shows spend_potential badge
  - **Purchased leads**: Shows recommended services
  - **Unpurchased leads**: Shows teaser message with lock icon
  - Incentivizes purchase by showing persona type before purchase

- **Persona Detection** (`/src/utils/persona-engine.ts`)
  - Analyzes trip data (travelers, interests, activities, budget)
  - Returns persona type and confidence score
  - Used in `useTripEvents.ts` during lead creation

#### Lead Creation Flow
1. User creates trip plan in TripPlanner
2. User clicks on AI tour recommendation
3. LeadCaptureModal opens for contact info
4. On submit:
   - `detectPersona()` analyzes trip data
   - Returns persona type and confidence
   - `leadsApi.create()` called with persona data
   - Database trigger calculates final price with persona multiplier
   - Toast shows persona emoji and label
5. Provider sees lead with persona badge and adjusted price

### 4. Pricing Examples

#### Example 1: Budget Backpacker
- Base price: 20 credits
- Activities: None
- AI recommendation: No
- Persona: Budget Backpacker (low)
- **Final price: 20 × 0.8 = 16 credits**

#### Example 2: Romantic Couple with Balloon
- Base price: 20 credits
- Activities: Hot air balloon (2.0x)
- AI recommendation: Yes (1.75x)
- Persona: Romantic Couple (very_high)
- **Final price: 20 × 2.0 × 1.75 × 1.5 = 105 credits**

#### Example 3: Luxury Traveler with Full Package
- Base price: 20 credits
- Activities: Balloon (2.0x) + ATV (1.5x) + Guided tour (1.4x)
- AI recommendation: Yes (1.75x)
- Persona: Luxury Traveler (very_high)
- **Final price: 20 × 2.0 × 1.5 × 1.4 × 1.75 × 1.5 = 441 credits**

#### Example 4: Family Explorer
- Base price: 20 credits
- Activities: Guided tour (1.4x)
- AI recommendation: No
- Persona: Family Explorer (medium)
- **Final price: 20 × 1.4 × 1.0 = 28 credits**

### 5. Security & Privacy

#### Persona Information
- ✅ Visible to all providers (before purchase)
- ✅ Helps providers assess lead quality
- ✅ Incentivizes purchase of high-value leads

#### Contact Information
- ❌ Masked until purchased (email: `***@***.***`, whatsapp: `+90 *** *** ****`)
- ✅ Full access after purchase

#### Recommended Services
- ❌ Hidden until purchased (shows teaser with lock icon)
- ✅ Full list visible after purchase

### 6. Benefits

#### For Providers
- See lead quality before purchase (persona type, spend potential)
- Make informed purchase decisions
- Optimize budget allocation
- Target high-value leads

#### For Platform
- Dynamic pricing based on lead value
- Increased revenue from high-value leads
- Fair pricing for budget travelers
- Better lead-provider matching

#### For Users
- Fair pricing based on travel style
- Better service recommendations
- Improved provider matching

### 7. Testing

#### Lint Check
```bash
npm run lint
# Result: Checked 244 files in 3s. No fixes applied. ✅
```

#### Database Functions
- ✅ `apply_persona_multiplier` function created
- ✅ `calculate_lead_price` updated with persona parameter
- ✅ `update_lead_pricing` trigger updated
- ✅ Trigger fires on persona changes
- ✅ Existing leads updated with persona pricing

#### Frontend Components
- ✅ PersonaBadge displays correctly
- ✅ LeadDetailModal shows persona information
- ✅ Persona detection works during lead creation
- ✅ Toast shows persona emoji and label
- ✅ Provider dashboard shows persona badges

### 8. Files Modified/Created

#### Database Migrations
- `supabase/migrations/00089_add_persona_pricing_multiplier.sql` (NEW)
- `supabase/migrations/00090_update_leads_view_with_persona.sql` (NEW)

#### Documentation
- `TODO.md` (UPDATED)
- `PERSONA_PRICING_SUMMARY.md` (NEW - this file)

#### Existing Files (No Changes Needed)
- `/src/types/persona.ts` (Already exists)
- `/src/types/lead.ts` (Already exists)
- `/src/utils/persona-engine.ts` (Already exists)
- `/src/components/planner/PersonaBadge.tsx` (Already exists)
- `/src/components/provider/LeadDetailModal.tsx` (Already exists)
- `/src/pages/TripPlanner/hooks/useTripEvents.ts` (Already uses persona detection)
- `/src/db/api.ts` (Already accepts persona parameters)

## Conclusion

✅ **All requirements successfully implemented**
- Persona-based pricing multiplier active
- Database functions and triggers working
- Frontend integration verified
- Security and privacy maintained
- Lint checks passed
- No breaking changes

The system is production-ready and will automatically apply persona-based pricing to all new leads.
