Files
leadchat/app/helpers/api/v2/accounts/reports_helper.rb
Sivin Varghese 821a5b85c2 feat: Add conversations summary CSV export (#13110)
# 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>
2026-01-13 12:30:26 +04:00

94 lines
2.7 KiB
Ruby

module Api::V2::Accounts::ReportsHelper
def generate_agents_report
reports = V2::Reports::AgentSummaryBuilder.new(
account: Current.account,
params: build_params(type: :agent)
).build
Current.account.users.map do |agent|
report = reports.find { |r| r[:id] == agent.id }
[agent.name] + generate_readable_report_metrics(report)
end
end
def generate_inboxes_report
reports = V2::Reports::InboxSummaryBuilder.new(
account: Current.account,
params: build_params(type: :inbox)
).build
Current.account.inboxes.map do |inbox|
report = reports.find { |r| r[:id] == inbox.id }
[inbox.name, inbox.channel&.name] + generate_readable_report_metrics(report)
end
end
def generate_teams_report
reports = V2::Reports::TeamSummaryBuilder.new(
account: Current.account,
params: build_params(type: :team)
).build
Current.account.teams.map do |team|
report = reports.find { |r| r[:id] == team.id }
[team.name] + generate_readable_report_metrics(report)
end
end
def generate_labels_report
reports = V2::Reports::LabelSummaryBuilder.new(
account: Current.account,
params: build_params({})
).build
reports.map do |report|
[report[:name]] + generate_readable_report_metrics(report)
end
end
def generate_conversations_report
builder = V2::Reports::Conversations::MetricBuilder.new(Current.account, build_params(type: :account))
summary = builder.summary
[generate_conversation_report_metrics(summary)]
end
private
def build_params(base_params)
base_params.merge(
{
since: params[:since],
until: params[:until],
business_hours: ActiveModel::Type::Boolean.new.cast(params[:business_hours])
}
)
end
def report_builder(report_params)
V2::ReportBuilder.new(Current.account, build_params(report_params))
end
def generate_readable_report_metrics(report)
[
report[:conversations_count],
Reports::TimeFormatPresenter.new(report[:avg_first_response_time]).format,
Reports::TimeFormatPresenter.new(report[:avg_resolution_time]).format,
Reports::TimeFormatPresenter.new(report[:avg_reply_time]).format,
report[:resolved_conversations_count]
]
end
def generate_conversation_report_metrics(summary)
[
summary[:conversations_count],
summary[:incoming_messages_count],
summary[:outgoing_messages_count],
Reports::TimeFormatPresenter.new(summary[:avg_first_response_time]).format,
Reports::TimeFormatPresenter.new(summary[:avg_resolution_time]).format,
summary[:resolutions_count],
Reports::TimeFormatPresenter.new(summary[:reply_time]).format
]
end
end