Files
chatwoot/app/builders/v2/reports/drilldown_builder.rb
6a7ca9dd3b feat: Add report bar drilldown drawer (#14626)
## Description

Adds drilldown support for report bar charts powered by
`ReportContainer`. Clicking a non-zero report bar now opens a right-side
drawer with the conversations or messages that contributed to that
bucket, with each row linking to the underlying conversation and message
rows linking with `messageId`.

This includes a new `GET /api/v2/accounts/:account_id/reports/drilldown`
endpoint, backend drilldown builders/serializers, generic chart click
emission, local drawer state via `useReportDrilldown`, compact drilldown
cards, pagination, stale-response protection, and validation for
unsupported drilldown dimensions.

Fixes # CW-4497

https://linear.app/chatwoot/issue/CW-4497/drill-down-on-agent-conversations-report

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Ran the focused backend and frontend checks for the drilldown endpoint,
builder, chart click handling, drawer/card UI, API helper, and
stale-response handling.

Here are the screenshots on how it looks like:
<img width="1792" height="1199" alt="Screenshot 2026-06-02 at 11 32
11 PM"
src="https://github.com/user-attachments/assets/6bdb8832-b9df-4bf3-9a2a-beaefe203b6e"
/>
<img width="1791" height="1230" alt="Screenshot 2026-06-02 at 11 32
34 PM"
src="https://github.com/user-attachments/assets/36e92eb7-3208-4855-87f4-0c7f316df54d"
/>
<img width="1784" height="1235" alt="Screenshot 2026-06-02 at 11 32
46 PM"
src="https://github.com/user-attachments/assets/f7a53916-74f2-4622-9305-042e0ac9e877"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-07-02 16:07:26 +05:30

214 lines
5.6 KiB
Ruby

class V2::Reports::DrilldownBuilder
include DateRangeHelper
include TimezoneHelper
DEFAULT_GROUP_BY = 'day'.freeze
DEFAULT_PAGE = 1
DEFAULT_PER_PAGE = 25
MAX_PER_PAGE = 100
SUPPORTED_GROUP_BY = %w[hour day week month year].freeze
SUPPORTED_DIMENSION_TYPES = %w[account inbox agent label team].freeze
MESSAGE_METRICS = {
'incoming_messages_count' => :incoming,
'outgoing_messages_count' => :outgoing
}.freeze
MESSAGE_EVENT_METRICS = %w[avg_first_response_time reply_time].freeze
pattr_initialize :account, :params
def self.supported_dimension_type?(type) = SUPPORTED_DIMENSION_TYPES.include?((type.presence || 'account').to_s)
def build
records = paginated_records.to_a
{ meta: meta, payload: records.map { |record| record_serializer(records).serialize(record) } }
end
private
def meta
{
metric: metric,
record_type: record_type,
bucket: {
since: bucket_range.begin.to_i,
until: bucket_range.end.to_i
},
current_page: current_page,
per_page: per_page,
total_count: paginated_records.total_count,
conversation_count: conversation_count
}
end
def conversation_count
return paginated_records.total_count if conversation_metric?
drilldown_scope.except(:includes).reorder(nil).distinct.count(:conversation_id)
end
def paginated_records
@paginated_records ||= drilldown_scope.page(current_page).per(per_page)
end
def drilldown_scope
if message_metric?
message_scope
elsif conversation_metric?
conversation_scope
else
reporting_event_scope
end
end
def message_scope
scope.messages
.where(account_id: account.id, created_at: bucket_range)
.public_send(MESSAGE_METRICS.fetch(metric))
.includes(:sender, conversation: [:assignee, :contact, :inbox])
.reorder(created_at: :desc)
end
def conversation_scope
scope.conversations
.where(account_id: account.id, created_at: bucket_range)
.includes(:assignee, :contact, :inbox)
.order(created_at: :desc)
end
def reporting_event_scope
events = scope.reporting_events
.where(account_id: account.id, name: raw_event_name, created_at: bucket_range)
.includes(:user, :inbox, conversation: [:assignee, :contact, :inbox])
.order(created_at: :desc)
if raw_count_strategy == :exclude_bot_handoffs
events = events.where.not(conversation_id: bot_handoff_conversation_ids_subquery)
elsif raw_count_strategy == :distinct_conversation
events = events.where(id: distinct_conversation_event_ids(events))
end
events
end
def bot_handoff_conversation_ids_subquery
scope.reporting_events
.where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
.where.not(conversation_id: nil)
.select(:conversation_id)
end
def distinct_conversation_event_ids(events)
events.reorder(nil)
.where.not(conversation_id: nil)
.select('MAX(reporting_events.id)')
.group(:conversation_id)
end
def record_serializer(records)
@record_serializer ||= V2::Reports::DrilldownRecordSerializer.new(
account,
metric,
use_business_hours?,
records
)
end
def bucket_range
@bucket_range ||= begin
bucket_start = Time.zone.at(params[:bucket_timestamp].to_i).in_time_zone(timezone)
bucket_end = bucket_end_for(bucket_start)
requested_start = Time.zone.at(params[:since].to_i)
requested_end = Time.zone.at(params[:until].to_i)
[bucket_start, requested_start].max...[bucket_end, requested_end].min
end
end
def bucket_end_for(bucket_start)
{
'hour' => bucket_start + 1.hour,
'day' => bucket_start + 1.day,
'week' => bucket_start + 1.week,
'month' => bucket_start + 1.month,
'year' => bucket_start + 1.year
}.fetch(group_by)
end
def scope
case dimension_type
when 'account' then account
when 'inbox' then inbox
when 'agent' then user
when 'label' then label
when 'team' then team
else
raise ArgumentError, "Unsupported drilldown dimension type: #{dimension_type}"
end
end
def inbox = @inbox ||= account.inboxes.find(params[:id])
def user = @user ||= account.users.find(params[:id])
def label = @label ||= account.labels.find(params[:id])
def team = @team ||= account.teams.find(params[:id])
def metric
params[:metric].to_s
end
def report_metric
@report_metric ||= Reports::ReportMetricRegistry.fetch(metric)
end
def raw_event_name
report_metric&.raw_event_name
end
def raw_count_strategy
report_metric&.raw_count_strategy
end
def record_type
return 'message' if message_metric? || MESSAGE_EVENT_METRICS.include?(metric)
'conversation'
end
def message_metric?
MESSAGE_METRICS.key?(metric)
end
def conversation_metric?
metric == 'conversations_count'
end
def dimension_type
(params[:type].presence || 'account').to_s
end
def group_by
@group_by ||= SUPPORTED_GROUP_BY.include?(params[:group_by].to_s) ? params[:group_by].to_s : DEFAULT_GROUP_BY
end
def timezone
@timezone ||= timezone_name_from_offset(params[:timezone_offset])
end
def current_page
[params[:page].to_i, DEFAULT_PAGE].max
end
def per_page
requested_per_page = params[:per_page].to_i
requested_per_page = DEFAULT_PER_PAGE if requested_per_page <= 0
[requested_per_page, MAX_PER_PAGE].min
end
def use_business_hours?
ActiveModel::Type::Boolean.new.cast(params[:business_hours])
end
end