b86b0c59f6
Daily LLM classification of every chat (topics + product tags + deal won/lost/undecided) aggregated into immutable daily metrics, with a filterable admin report dashboard, product-catalog import (text/CSV/XLSX), weekly persona summary, and an approval flow (LINE -> Telegram -> webhook) for applying persona recommendations. - Llm::AnalyticsClassifier: per-account openai -> Captain fallback cascade - AccountDailyProcessor + Conversation/CustomerDailyMetric aggregation - ReportService + DrilldownService (summary + deep filterable drilldown) - AnalyticsReports.vue + productCatalog import UI (admin-only) - WeeklyPersonaEvaluator + PersonaApprovalService (LINE/Telegram/webhook) - Weekly cron (Mon 10:00) + daily cron (02:30)
108 lines
3.6 KiB
Ruby
108 lines
3.6 KiB
Ruby
# Deep, filterable admin drilldown over LIVE conversations (phase 2).
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#
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# Unlike Analytics::ReportService (which reads the immutable per-day snapshots),
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# this queries the actual Conversation records scoped to a date range, so the
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# filters the M2 report needs (agent / team / inbox / channel / tag / deal) can
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# be applied at per-conversation granularity, with per-customer and per-agent
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# cross-breakdowns and pagination.
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#
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# Supported filters (all optional, applied with AND):
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# :since (Date) — conversations active on/after (created_at or last_activity_at)
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# :until (Date) — conversations active before this date (exclusive end)
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# :agent_id (Integer)
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# :team_id (Integer)
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# :inbox_id (Integer)
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# :channel (String, e.g. "Channel::WebWidget") — matched against inbox.channel_type
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# :tag (String) — matches any tag in the conversation label_list (exact)
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# :deal (String, "won"|"lost"|"undecided") — matches the "deal:<value>" tag
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# :page, :per_page — pagination (default 1 / 25)
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#
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# Admin-only; access is enforced by the calling controller/policy.
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class Analytics::DrilldownService
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DEFAULT_PER_PAGE = 25
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# @param account [Account]
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# @param filters [Hash]
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def self.build(account:, filters: {})
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new(account: account, filters: filters).build
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end
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def initialize(account:, filters: {})
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@account = account
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@filters = filters.symbolize_keys
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end
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def build
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scope = filtered_scope
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{
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total: scope.count,
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page: page,
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per_page: per_page,
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conversations: scope.offset((page - 1) * per_page).limit(per_page).map { |c| serialize(c) }
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}
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end
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private
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attr_reader :account, :filters
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def page = (filters[:page] || 1).to_i
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def per_page = (filters[:per_page] || DEFAULT_PER_PAGE).to_i.clamp(1, 100)
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def filtered_scope
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scope = account.conversations
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if filters[:since].present?
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start = filters[:since]
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scope = scope.where('created_at >= ?', start)
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end
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if filters[:until].present?
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scope = scope.where('created_at < ?', filters[:until] + 1)
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end
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scope = scope.where(assignee_id: filters[:agent_id]) if filters[:agent_id].present?
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scope = scope.where(team_id: filters[:team_id]) if filters[:team_id].present?
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scope = scope.where(inbox_id: filters[:inbox_id]) if filters[:inbox_id].present?
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if filters[:channel].present?
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scope = scope.joins(:inbox).where(inboxes: { channel_type: filters[:channel] })
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end
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if filters[:tag].present?
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tag = filters[:tag].to_s
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matches = account.labels.where(title: tag).pluck(:id)
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# No conversation can carry a label that doesn't exist — return none.
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return scope.none if matches.empty?
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scope = scope.joins(:labels).where('labels.id IN (?)', matches)
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end
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if filters[:deal].present?
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deal_tag = "deal:#{filters[:deal]}"
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matches = account.labels.where(title: deal_tag).pluck(:id)
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# No conversation can carry a deal tag that doesn't exist — return none.
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return scope.none if matches.empty?
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scope = scope.joins(:labels).where('labels.id IN (?)', matches)
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end
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scope.order(:created_at)
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end
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def serialize(conversation)
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{
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id: conversation.id,
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display_id: conversation.display_id,
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contact_id: conversation.contact_id,
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assignee_id: conversation.assignee_id,
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team_id: conversation.team_id,
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inbox_id: conversation.inbox_id,
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channel: conversation.inbox&.channel_type,
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status: conversation.status,
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created_at: conversation.created_at,
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label_list: conversation.label_list,
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message_count: conversation.messages.chat.count
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}
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end
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end
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