## PR#1: Reporting events rollup — model and write path Reporting queries currently hit the `reporting_events` table directly. This works, but the table grows linearly with event volume, and aggregation queries (counts, averages over date ranges) get progressively slower as accounts age. This PR introduces a pre-aggregated `reporting_events_rollups` table that stores daily per-metric, per-dimension (account/agent/inbox) totals. The write path is intentionally decoupled from the read path — rollup rows are written inline from the event listener via upsert, and a backfill service exists to rebuild historical data from raw events. Nothing reads from this table yet. The write path activates when an account has a `reporting_timezone` set (new account setting). The `reporting_events_rollup` feature flag controls only the future read path, not writes — so rollup data accumulates silently once timezone is configured. A `MetricRegistry` maps raw event names to rollup column semantics in one place, keeping the write and (future) read paths aligned. ### What changed - Migration for `reporting_events_rollups` with a unique composite index for upsert - `ReportingEventsRollup` model - `reporting_timezone` account setting with IANA timezone validation - `MetricRegistry` — single source of truth for event-to-metric mappings - `RollupService` — real-time upsert from event listener - `BackfillService` — rebuilds rollups for a given account + date from raw events - Rake tasks for interactive backfill and timezone setup - `reporting_events_rollup` feature flag (disabled by default) ### How to test 1. Set a `reporting_timezone` on an account (`Account.first.update!(reporting_timezone: 'Asia/Kolkata')`) 2. Resolve a conversation or trigger a first response 3. Check `ReportingEventsRollup.where(account_id: ...)` — rows should appear 4. Run backfill: `bundle exec rake reporting_events_rollup:backfill` and verify historical data populates --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
447 lines
16 KiB
Ruby
447 lines
16 KiB
Ruby
require 'rails_helper'
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describe ReportingEvents::RollupService do
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describe '.perform' do
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let(:account) { create(:account, reporting_timezone: 'America/New_York') }
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let(:user) { create(:user, account: account) }
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let(:inbox) { create(:inbox, account: account) }
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let(:conversation) { create(:conversation, account: account, inbox: inbox, assignee: user) }
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context 'when reporting_timezone is not set' do
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before { account.update!(reporting_timezone: nil) }
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it 'skips rollup creation' do
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reporting_event = create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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conversation: conversation)
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expect do
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described_class.perform(reporting_event)
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end.not_to change(ReportingEventsRollup, :count)
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end
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end
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context 'when reporting_timezone is invalid' do
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it 'skips rollup creation' do
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reporting_event = create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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conversation: conversation)
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allow(account).to receive(:reporting_timezone).and_return('Invalid/Zone')
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expect do
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described_class.perform(reporting_event)
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end.not_to change(ReportingEventsRollup, :count)
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end
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end
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context 'when reporting_timezone is set' do
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describe 'conversation_resolved event' do
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let(:rollup_event_created_at) { Time.utc(2026, 2, 12, 4, 0, 0) }
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let(:rollup_write_time) { Time.utc(2026, 2, 12, 10, 0, 0) }
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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value: 1000,
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value_in_business_hours: 500,
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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let(:expected_upsert_options) do
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{
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unique_by: %i[account_id date dimension_type dimension_id metric],
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on_duplicate: 'count = reporting_events_rollups.count + EXCLUDED.count, ' \
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'sum_value = reporting_events_rollups.sum_value + EXCLUDED.sum_value, ' \
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'sum_value_business_hours = reporting_events_rollups.sum_value_business_hours + EXCLUDED.sum_value_business_hours, ' \
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'updated_at = EXCLUDED.updated_at'
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}
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end
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it 'creates rollup rows for account, agent, and inbox' do
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described_class.perform(reporting_event)
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# Account dimension
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account_row = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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dimension_id: account.id,
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metric: 'resolutions_count'
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)
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expect(account_row).to be_present
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# Agent dimension
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agent_row = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'agent',
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dimension_id: user.id,
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metric: 'resolutions_count'
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)
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expect(agent_row).to be_present
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# Inbox dimension
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inbox_row = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'inbox',
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dimension_id: inbox.id,
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metric: 'resolutions_count'
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)
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expect(inbox_row).to be_present
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end
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it 'creates correct metrics for conversation_resolved' do
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described_class.perform(reporting_event)
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resolutions_count = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'resolutions_count'
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)
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expect(resolutions_count.count).to eq(1)
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expect(resolutions_count.sum_value).to eq(0)
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expect(resolutions_count.sum_value_business_hours).to eq(0)
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resolution_time = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'resolution_time'
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)
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expect(resolution_time.count).to eq(1)
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expect(resolution_time.sum_value).to eq(1000)
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expect(resolution_time.sum_value_business_hours).to eq(500)
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end
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it 'batches all rollup rows in a single upsert_all call' do
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reporting_event.update!(created_at: rollup_event_created_at)
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travel_to(rollup_write_time) do
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captured_upsert = capture_upsert_all_call
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described_class.perform(reporting_event)
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expect(ReportingEventsRollup).to have_received(:upsert_all).once
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expect(captured_upsert[:options][:unique_by]).to eq(expected_upsert_options[:unique_by])
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expect(captured_upsert[:options][:on_duplicate].to_s.squish).to eq(expected_upsert_options[:on_duplicate])
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expect(captured_upsert[:rows]).to match_array(expected_rollup_rows)
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end
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end
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it 'respects account timezone for date bucketing' do
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# Event created at 2026-02-11 22:00 UTC
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# In EST (UTC-5) that's 2026-02-11 17:00 (same day)
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reporting_event.update!(created_at: '2026-02-11 22:00:00 UTC')
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described_class.perform(reporting_event)
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rollup = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account'
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)
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expect(rollup.date).to eq('2026-02-11'.to_date)
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end
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it 'handles timezone boundary crossing' do
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# Event created at 2026-02-12 04:00 UTC
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# In EST (UTC-5) that's 2026-02-11 23:00 (previous day)
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reporting_event.update!(created_at: '2026-02-12 04:00:00 UTC')
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described_class.perform(reporting_event)
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rollup = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account'
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)
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expect(rollup.date).to eq('2026-02-11'.to_date)
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end
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def capture_upsert_all_call
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{}.tap do |captured_upsert|
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allow(ReportingEventsRollup).to receive(:upsert_all) do |rows, **options|
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captured_upsert[:rows] = rows
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captured_upsert[:options] = options
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end
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end
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end
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def expected_rollup_rows
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{
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account: account.id,
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agent: user.id,
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inbox: inbox.id
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}.flat_map do |dimension_type, dimension_id|
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[
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rollup_row(dimension_type, dimension_id, :resolutions_count, 0.0, 0.0),
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rollup_row(dimension_type, dimension_id, :resolution_time, 1000.0, 500.0)
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]
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end
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end
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def rollup_row(dimension_type, dimension_id, metric, sum_value, sum_value_business_hours)
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{
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account_id: account.id,
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date: Date.new(2026, 2, 11),
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dimension_type: dimension_type,
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dimension_id: dimension_id,
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metric: metric,
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count: 1,
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sum_value: sum_value,
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sum_value_business_hours: sum_value_business_hours,
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created_at: rollup_write_time,
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updated_at: rollup_write_time
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}
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end
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end
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describe 'first_response event' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'first_response',
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value: 500,
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value_in_business_hours: 300,
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'creates first_response metric' do
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described_class.perform(reporting_event)
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first_response = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'first_response'
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)
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expect(first_response).to be_present
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expect(first_response.count).to eq(1)
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expect(first_response.sum_value).to eq(500)
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expect(first_response.sum_value_business_hours).to eq(300)
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end
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end
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describe 'reply_time event' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'reply_time',
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value: 200,
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value_in_business_hours: 100,
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'creates reply_time metric' do
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described_class.perform(reporting_event)
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reply_time = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'reply_time'
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)
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expect(reply_time).to be_present
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expect(reply_time.count).to eq(1)
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expect(reply_time.sum_value).to eq(200)
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expect(reply_time.sum_value_business_hours).to eq(100)
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end
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end
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describe 'when metric values are nil' do
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[
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%w[conversation_resolved resolution_time],
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%w[first_response first_response],
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%w[reply_time reply_time]
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].each do |event_name, metric|
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it "treats nil values as zero for #{event_name}" do
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reporting_event = create(:reporting_event,
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account: account,
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name: event_name,
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value: 100,
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value_in_business_hours: 50,
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user: user,
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inbox: inbox,
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conversation: conversation)
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reporting_event.assign_attributes(value: nil, value_in_business_hours: nil)
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expect do
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described_class.perform(reporting_event)
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end.not_to raise_error
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rollup = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: metric
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)
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expect(rollup).to be_present
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expect(rollup.count).to eq(1)
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expect(rollup.sum_value).to eq(0)
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expect(rollup.sum_value_business_hours).to eq(0)
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end
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end
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end
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describe 'conversation_bot_resolved event' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'conversation_bot_resolved',
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'creates bot_resolutions_count metric' do
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described_class.perform(reporting_event)
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bot_resolutions = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'bot_resolutions_count'
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)
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expect(bot_resolutions).to be_present
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expect(bot_resolutions.count).to eq(1)
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expect(bot_resolutions.sum_value).to eq(0)
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end
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end
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describe 'conversation_bot_handoff event' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'conversation_bot_handoff',
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'creates bot_handoffs_count metric' do
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described_class.perform(reporting_event)
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bot_handoffs = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'bot_handoffs_count'
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)
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expect(bot_handoffs).to be_present
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expect(bot_handoffs.count).to eq(1)
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expect(bot_handoffs.sum_value).to eq(0)
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end
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end
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describe 'dimension handling' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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value: 1000,
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value_in_business_hours: 500,
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'skips dimensions with nil IDs' do
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# Create event without user (user_id will be nil)
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reporting_event.update!(user_id: nil)
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described_class.perform(reporting_event)
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# Agent dimension should not be created
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agent_rows = ReportingEventsRollup.where(
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account_id: account.id,
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dimension_type: 'agent'
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)
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expect(agent_rows).to be_empty
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end
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end
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describe 'upsert behavior' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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value: 1000,
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value_in_business_hours: 500,
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'increments count and sums on duplicate entries' do
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# First call
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described_class.perform(reporting_event)
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resolution_time = ReportingEventsRollup.find_by(
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account_id: account.id,
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dimension_type: 'account',
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metric: 'resolution_time'
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)
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expect(resolution_time.count).to eq(1)
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expect(resolution_time.sum_value).to eq(1000)
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expect(resolution_time.sum_value_business_hours).to eq(500)
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# Second call with same event
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reporting_event2 = create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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value: 500,
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value_in_business_hours: 250,
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user: user,
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inbox: inbox,
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conversation: conversation,
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created_at: reporting_event.created_at)
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described_class.perform(reporting_event2)
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# Total should be incremented
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resolution_time.reload
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expect(resolution_time.count).to eq(2)
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expect(resolution_time.sum_value).to eq(1500)
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expect(resolution_time.sum_value_business_hours).to eq(750)
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end
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it 'does not create duplicate rollup rows' do
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described_class.perform(reporting_event)
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initial_count = ReportingEventsRollup.count
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# Create another event with same date and dimensions
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reporting_event2 = create(:reporting_event,
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account: account,
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name: 'conversation_resolved',
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value: 500,
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value_in_business_hours: 250,
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user: user,
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inbox: inbox,
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conversation: conversation,
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created_at: reporting_event.created_at)
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described_class.perform(reporting_event2)
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# Row count should remain the same
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expect(ReportingEventsRollup.count).to eq(initial_count)
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end
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end
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end
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context 'when event name in unknown' do
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let(:reporting_event) do
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create(:reporting_event,
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account: account,
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name: 'unknown_event',
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user: user,
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inbox: inbox,
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conversation: conversation)
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end
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it 'does not create any rollup rows' do
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expect do
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described_class.perform(reporting_event)
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end.not_to change(ReportingEventsRollup, :count)
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end
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end
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end
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end
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