Primeira onda do roadmap de indicadores executivos do Grupo Nova. Mede
ADOÇÃO DO CANAL DIGITAL, não a operação total — banner explícito alerta
que reservas fechadas manualmente na recepção ainda não estão capturadas
(Onda 1B vai adicionar marcação manual via botão na conversa).
Backend:
- V2::Reports::ConversionFunnelBuilder — leads (novo/retorno/total),
reservas (criadas != draft, pagas in active/completed/confirmed),
taxas de conversão. Filtro opcional por inbox.
- V2::Reports::InboxBenchmarkingBuilder — uma linha por inbox com
brand_name (via Captain::UnitInbox -> Unit -> Brand)
- Endpoints GET /reports/conversion_funnel e /reports/inbox_benchmarking
- RSpec do ConversionFunnelBuilder
Frontend:
- Rota top-level Reports → Painel Diretoria
- DirectoryDashboard.vue: banner de adoção + filtros + cards + funil + tabela
benchmarking agrupada por marca com variação vs média
- API client getConversionFunnel + getInboxBenchmarking
- i18n EN + PT
Memórias suporte: feedback_metricas_adocao_canal.md + project_painel_diretoria_roadmap.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Hoje as métricas e séries do BotReports agregam toda a conta — não dá pra ver
"a Jasmine da PrimeAL está errando mais que a do Qnn01". Cada unidade tem
prompt próprio, então um sintoma localizado precisa de medição localizada.
Backend:
- Inbox#has_many :reporting_events (relação inversa que faltava)
- BotMetricsBuilder aceita inbox_id e filtra bot_conversations + base_reporting_events
- bot_metrics endpoint passa inbox_id pelos params permitidos
- count_report_builder já suporta scope=inbox; agora funciona pra
bot_resolutions_count e bot_handoffs_count graças à relação acima
Frontend:
- BotReports.vue: ReportFilters com filter-type='inboxes' e dropdown ativo
- Quando uma inbox é escolhida, requestPayload inclui inboxId/type/id e os
fetches (BotMetrics + ReportContainer) passam o filtro
- API client getBotMetrics aceita inboxId; getBotSummary aceita type+id
- Sem inbox selecionada: comportamento antigo (agregação da conta)
Bonus na rake task de retroativo:
- rebuild_bot_resolved.rake: Message.unscope(:order) pra evitar conflito
PG::InvalidColumnReference (DISTINCT + ORDER BY default scope)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mede por inbox/período: leads novos (1ª conversa do contato em qualquer
inbox da rede), retorno (conversa anterior resolved há >24h) e outras
(conversa anterior open ou resolved <24h). Categorias somadas batem com
o conversations_count nativo do report — bucket "outras" garante o
fechamento.
- Novo builder V2::Reports::InboxLeadsSummaryBuilder com CTE única
- Endpoint GET /api/v2/accounts/:id/reports/inbox_leads_summary
- Tabs no InboxReportsShow (Visão Geral | Novas × Retorno)
- Componente InboxLeadsReport com 3 metric cards + barras empilhadas
- API client + Pinia (state/getters/actions/mutations)
- i18n en + pt_BR
- RSpec do builder cobrindo classificação e isolamento por inbox
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This PR adds a new standalone `GET
/api/v2/accounts/:id/reports/outgoing_messages_count` endpoint that
returns outgoing message counts grouped by agent, team, inbox, or label.
The index is already added in production.
Adds a new reporting API that returns conversation counts grouped by
channel type and first response time buckets (0-1h, 1-4h, 4-8h, 8-24h,
24h+).
- GET /api/v2/accounts/:id/reports/first_response_time_distribution
- Uses SQL aggregation to handle large datasets efficiently
- Adds composite index on reporting_events for query performance
Tested on production workload.
Request: GET
`/api/v2/accounts/1/reports/first_response_time_distribution?since=<since>&until=<until>`
Response payload:
```
{
"Channel::WebWidget": {
"0-1h": 120,
"1-4h": 85,
"4-8h": 32,
"8-24h": 12,
"24h+": 3
},
"Channel::Email": {
"0-1h": 12,
"1-4h": 28,
"4-8h": 45,
"8-24h": 35,
"24h+": 10
},
"Channel::FacebookPage": {
"0-1h": 50,
"1-4h": 30,
"4-8h": 15,
"8-24h": 8,
"24h+": 2
}
}
```
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR added new API endpoint GET
/api/v2/accounts/:account_id/reports/inbox_label_matrix that returns
conversation counts grouped by inbox and label in a matrix format.
Supports optional filtering by date range, inbox_ids, and label_ids.
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
This PR adds support for exporting conversation summary reports as CSV.
Previously, the Conversations report incorrectly showed an option to
download agent reports; this has now been fixed to export
conversation-level data instead.
Fixes
https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshot
<img width="1859" height="1154" alt="image"
src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: include timezone offset in summary calculation
* fix: exlcude end in date range
* test: explicit end of day
* fix: test for report builder
* fix: reports.spec.js
---------
Co-authored-by: Tejaswini Chile <tejaswini@chatwoot.com>
* feat: genearte report in a grid
* refactor: update API usage
* refactor: separate generate method
* refactor: abstract transform_data
* feat: annotate with comments
* feat: add explicit timezone
* feat: download data only in user timezone
* fix: dates included in heatmap
This change allows the admin user to fetch conversation metrics for an account, agents, and filter conversation metrics for a specific agent.
Fixes#4305
