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26 Commits

Author SHA1 Message Date
Pranav
4fd9bddb9d feat(v4): Add API to fetch aggregate reports for inboxes (#10604) 
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.

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Co-authored-by: Sojan Jose <sojan@pepalo.com>
 2024-12-19 14:47:19 -08:00
Sojan Jose
58e78621ba chore: Custom Roles to manage permissions [ UI ] (#9865) 
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.

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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>
 2024-09-17 11:40:11 -07:00
Pranav
87d92f73d4 feat: Improve Report API performance (#9476) 
- Re-write the methods for clarity
- Remove the dependency on the ReportHelper class.
- Remove n+1 queries in the average metric time series data.
 2024-05-22 17:34:24 -07:00
Sojan Jose
881d4bf644 feat: Add backend APIs for the bot metrics (#9031) 
Co-authored-by: Pranav <pranav@chatwoot.com>
 2024-03-01 08:20:20 -08:00
Nithin David Thomas
721a2f5052 feat: API changes to support multi step user signup (#8933) 
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
 2024-02-20 16:48:51 +05:30
Pranav Raj S
1ce5cbe275 feat: Add endpoints to retrieve summary of team/agents over a period of time (#8916) 
- Internal APIs to prototype reporting improvements.
 2024-02-13 15:44:40 +05:30
Shivam Mishra
657843960c feat: account onboarding with clearbit (#8857) 
* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

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Co-authored-by: sojan-official <sojan@chatwoot.com>
 2024-02-12 23:21:42 +05:30
Shivam Mishra
07ea9694a3 feat: new accounts controller for signup+onboarding (#8804) 
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

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Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
 2024-02-02 16:10:45 +05:30
Shivam Mishra
6b2736aa63 fix: inconsistency in report and summary for metric counts (#6817) 
* 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

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Co-authored-by: Tejaswini Chile <tejaswini@chatwoot.com>
 2023-04-20 12:55:04 +05:30
Shivam Mishra
17ff1f11a7 feat: better download for conversation traffic heatmap (#6755) 
* 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
 2023-04-11 09:40:54 +05:30
Shivam Mishra
e5134c9ef5 [CW-53] feat: allow downloading heatmap report (#6683) 
* feat: add control header slot

* feat: add download API call

* feat: add conversation traffic template

* feat: allow downloading heatmap content

* feat: wire up download

* fix: grid layout for mobile

* chore: revert formatting

* revert: en.yml file

* feat: add conversation traffic text

* feat: disable rule for map block

* test: conversation traffic

* fix: timezone offset

* feat: download report in UTC

* feat: add UTC warning

* chore: revert formatting

* feat: add traffic text

* chore: fix whitespace change
 2023-03-20 15:46:29 +05:30
Geophilus Durairaj
bd445216e9 fix: DEPRECATION WARNING: Rendering actions with '.' in the name is deprecated (#5560) 
fixes the warning: Rendering actions with '.' in the name is deprecated
 2022-10-05 17:24:34 -07:00
Pranav Raj S
52fad886b8 feat: Add business hours in downloadable reports (#4674) 
Co-authored-by: Aswin Dev P.S <aswindevps@gmail.com>
 2022-05-27 09:26:59 +05:30
Aswin Dev P.S
676796ddc7 feat: Add reports about live agent load (#4537) 
* feat: Add reports about live agent load
 2022-04-25 07:34:41 -07:00
Aswin Dev P.S
d5536d65f7 feat: Consider business hours while generating the reports (#4330) 
* feat: Consider business hours while generating the reports
 2022-04-08 00:18:18 -07:00
Aswin Dev P.S
5e8fd689c9 feat: Add live agent load report api (#4297) 
This change allows the admin user to fetch conversation metrics for an account, agents, and filter conversation metrics for a specific agent.

Fixes #4305
 2022-03-29 10:31:52 +05:30
Aswin Dev P.S
c62d74a01d feat: Display trends in report metrics (#4144) 2022-03-14 18:15:27 +05:30
Pranav Raj S
9b615f11f1 fix: Consider timezone in the reports (#4027) 
Co-authored-by: Sojan Jose <sojan@pepalo.com>
 2022-02-28 10:56:24 +05:30
Aswin Dev P.S
e6f8895c1b feat: Group by filter in reports (#3973) 2022-02-15 17:10:49 +05:30
Aswin Dev P.S
15aaa8883c feat: API to Filter reports by teams (#3066) 
Add API to Filter reports by teams

Fixes: #2916
 2021-09-27 21:12:08 +05:30
Tejaswini Chile
65f3e83afd feat: APIs to filter reports (#2889) 
Fixes #2823
 2021-08-27 22:46:32 +05:30
Sojan Jose
534acfbf96 chore: Ensure privilege validations for API endpoints (#2224) 
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
 2021-06-11 11:44:31 +05:30
Sojan Jose
eb2ded6f65 feat: Agent & Inbox Report APIs (#1391) 2020-11-16 19:41:52 +05:30
Sojan Jose
051871a3cd Chore: Code Cleanup in API controllers (#932) 
* Chore: Code Cleanup in API controllers

* Remove unnecessary scoping for accounts controller
 2020-06-07 13:58:05 +05:30
Sojan Jose
b7a583b2c4 Feature: Ability to switch between multiple accounts (#881) 
* Feature: Ability to switch between multiple accounts

* Fix rubocop

* Fix assigned inboxes

* fix auth json

* Add account switcher in UI

* fix ordering on administrate

* Add switch accounts to sidebar

* add account id

* Fix schema.rb timestamp

* Revert "add account id"

This reverts commit 27570f50ef584cb9a5f69454f43f630b318c8807.

* Add a check for account

Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
 2020-05-26 22:38:48 +05:30
Subin T P
8f6f07177d Enhancement: Move reporting metrics to postgres (#606) 2020-03-18 16:53:35 +05:30