This makes account signup enforcement consistent when signup is disabled
at the installation level. Email signup and Google signup now stay
blocked regardless of whether the config value is stored as a string or
a boolean.
This effectively covers the config-loader path, where `YAML.safe_load`
reads `value: false` from `installation_config.yml` as a native boolean
and persists it that way.
- Normalized the account signup check so disabled signup is handled
consistently across config value types.
- Reused the same check across API signup and Google signup entry
points.
- Added regression coverage for the disabled-signup cases in the
existing controller specs.
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.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>
This API gives you how many conversations exist per channel, broken down
by status in a given time period. The max time period is capped to 6
months for now.
**Input Params:**
- **since:** Unix timestamp (seconds) - start of date range
- **until:** Unix timestamp (seconds) - end of date range
**Response Payload:**
```json
{
"Channel::Sms": {
"resolved": 85,
"snoozed": 10,
"open": 5,
"pending": 5,
"total": 100
},
"Channel::Email": {
"resolved": 72,
"snoozed": 15,
"open": 13,
"pending": 13,
"total": 100
},
"Channel::WebWidget": {
"resolved": 90,
"snoozed": 7,
"open": 3,
"pending": 3,
"total": 100
}
}
```
**Definitons:**
resolved = Number of conversations created within the selected time
period that are currently marked as resolved.
snoozed = Number of conversations created within the selected time
period that are currently marked as snoozed.
pending = Number of conversations created within the selected time
period that are currently marked as pending.
open = Number of conversations created within the selected time period
that are currently open.
total = Total number of conversations created within the selected time
period, across all statuses.
### Summary
- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages
### Changes
- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value
### Test plan
- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.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
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.
The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.
The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.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
