chore: Add an option to download CSAT Reports (#4694)
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parent
361ffbab82
commit
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16 changed files with 189 additions and 28 deletions
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@ -5,7 +5,7 @@ class Api::V1::Accounts::CsatSurveyResponsesController < Api::V1::Accounts::Base
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RESULTS_PER_PAGE = 25
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before_action :check_authorization
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before_action :set_csat_survey_responses, only: [:index, :metrics]
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before_action :set_csat_survey_responses, only: [:index, :metrics, :download]
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before_action :set_current_page, only: [:index]
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before_action :set_current_page_surveys, only: [:index]
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before_action :set_total_sent_messages_count, only: [:metrics]
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@ -19,6 +19,12 @@ class Api::V1::Accounts::CsatSurveyResponsesController < Api::V1::Accounts::Base
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@ratings_count = @csat_survey_responses.group(:rating).count
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end
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def download
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response.headers['Content-Type'] = 'text/csv'
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response.headers['Content-Disposition'] = 'attachment; filename=csat_report.csv'
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render layout: false, template: 'api/v1/accounts/csat_survey_responses/download.csv.erb', format: 'csv'
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end
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private
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def set_total_sent_messages_count
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@ -18,6 +18,17 @@ class CSATReportsAPI extends ApiClient {
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});
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}
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download({ from, to, user_ids } = {}) {
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return axios.get(`${this.url}/download`, {
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params: {
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since: from,
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until: to,
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sort: '-created_at',
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user_ids,
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},
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});
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}
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getMetrics({ from, to, user_ids } = {}) {
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return axios.get(`${this.url}/metrics`, {
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params: { since: from, until: to, user_ids },
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@ -33,5 +33,23 @@ describe('#Reports API', () => {
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}
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);
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});
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it('#download', () => {
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csatReportsAPI.download({
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from: 1622485800,
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to: 1623695400,
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user_ids: 1,
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});
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expect(context.axiosMock.get).toHaveBeenCalledWith(
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'/api/v1/csat_survey_responses/download',
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{
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params: {
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since: 1622485800,
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until: 1623695400,
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user_ids: 1,
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sort: '-created_at',
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},
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}
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);
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});
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});
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});
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@ -1,6 +1,12 @@
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import fromUnixTime from 'date-fns/fromUnixTime';
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import format from 'date-fns/format';
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export const downloadCsvFile = (fileName, fileContent) => {
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const link = document.createElement('a');
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link.download = fileName;
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link.href = `data:text/csv;charset=utf-8,` + encodeURI(fileContent);
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link.click();
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};
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export const generateFileName = ({ type, to }) =>
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`${type}-report-${format(fromUnixTime(to), 'dd-MM-yyyy')}.csv`;
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@ -1,4 +1,4 @@
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import { downloadCsvFile } from '../downloadCsvFile';
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import { downloadCsvFile, generateFileName } from '../downloadHelper';
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const fileName = 'test.csv';
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const fileData = `Agent name,Conversations count,Avg first response time (Minutes),Avg resolution time (Minutes)
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@ -19,3 +19,11 @@ describe('#downloadCsvFile', () => {
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expect(link.click).toHaveBeenCalledTimes(1);
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});
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});
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describe('#generateFileName', () => {
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it('should generate the correct file name', () => {
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expect(generateFileName({ type: 'csat', to: 1652812199 })).toEqual(
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'csat-report-17-05-2022.csv'
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);
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});
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});
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@ -354,6 +354,7 @@
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"CSAT_REPORTS": {
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"HEADER": "CSAT Reports",
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"NO_RECORDS": "There are no CSAT survey responses available.",
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"DOWNLOAD": "Download CSAT Reports",
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"FILTERS": {
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"AGENTS": {
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"PLACEHOLDER": "Choose Agents"
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@ -3,9 +3,18 @@
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<report-filter-selector
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agents-filter
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:agents-filter-items-list="agentList"
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:show-business-hours-switch="false"
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@date-range-change="onDateRangeChange"
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@agents-filter-change="onAgentsFilterChange"
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/>
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<woot-button
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color-scheme="success"
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class-names="button--fixed-right-top"
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icon="arrow-download"
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@click="downloadReports"
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>
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{{ $t('CSAT_REPORTS.DOWNLOAD') }}
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</woot-button>
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<csat-metrics />
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<csat-table :page-index="pageIndex" @page-change="onPageNumberChange" />
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</div>
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@ -15,6 +24,7 @@ import CsatMetrics from './components/CsatMetrics';
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import CsatTable from './components/CsatTable';
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import ReportFilterSelector from './components/FilterSelector';
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import { mapGetters } from 'vuex';
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import { generateFileName } from '../../../../helper/downloadHelper';
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export default {
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name: 'CsatResponses',
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@ -24,7 +34,7 @@ export default {
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ReportFilterSelector,
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},
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data() {
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return { pageIndex: 1, from: 0, to: 0, user_ids: [] };
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return { pageIndex: 1, from: 0, to: 0, userIds: [] };
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},
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computed: {
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...mapGetters({
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@ -39,7 +49,7 @@ export default {
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this.$store.dispatch('csat/getMetrics', {
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from: this.from,
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to: this.to,
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user_ids: this.user_ids,
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user_ids: this.userIds,
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});
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this.getResponses();
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},
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@ -48,7 +58,7 @@ export default {
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page: this.pageIndex,
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from: this.from,
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to: this.to,
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user_ids: this.user_ids,
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user_ids: this.userIds,
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});
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},
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onPageNumberChange(pageIndex) {
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@ -61,9 +71,18 @@ export default {
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this.getAllData();
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},
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onAgentsFilterChange(agents) {
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this.user_ids = agents.map(el => el.id);
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this.userIds = agents.map(el => el.id);
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this.getAllData();
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},
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downloadReports() {
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const type = 'csat';
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this.$store.dispatch('csat/downloadCSATReports', {
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from: this.from,
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to: this.to,
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user_ids: this.userIds,
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fileName: generateFileName({ type, to: this.to }),
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});
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},
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},
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};
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</script>
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@ -61,7 +61,10 @@
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@input="handleAgentsFilterSelection"
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/>
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</div>
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<div class="small-12 medium-3 business-hours">
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<div
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v-if="showBusinessHoursSwitch"
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class="small-12 medium-3 business-hours"
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>
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<span class="business-hours-text margin-right-small">
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{{ $t('REPORT.BUSINESS_HOURS') }}
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</span>
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@ -105,6 +108,10 @@ export default {
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type: Boolean,
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default: false,
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},
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showBusinessHoursSwitch: {
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type: Boolean,
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default: true,
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},
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},
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data() {
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return {
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@ -61,6 +61,7 @@ import format from 'date-fns/format';
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import { GROUP_BY_FILTER, METRIC_CHART } from '../constants';
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import reportMixin from '../../../../../mixins/reportMixin';
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import { formatTime } from '@chatwoot/utils';
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import { generateFileName } from '../../../../../helper/downloadHelper';
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const REPORTS_KEYS = {
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CONVERSATIONS: 'conversations_count',
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@ -250,26 +251,17 @@ export default {
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});
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},
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downloadReports() {
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const { from, to } = this;
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const fileName = `${this.type}-report-${format(
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fromUnixTime(to),
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'dd-MM-yyyy'
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)}.csv`;
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switch (this.type) {
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case 'agent':
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this.$store.dispatch('downloadAgentReports', { from, to, fileName });
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break;
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case 'label':
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this.$store.dispatch('downloadLabelReports', { from, to, fileName });
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break;
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case 'inbox':
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this.$store.dispatch('downloadInboxReports', { from, to, fileName });
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break;
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case 'team':
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this.$store.dispatch('downloadTeamReports', { from, to, fileName });
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break;
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default:
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break;
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const { from, to, type } = this;
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const dispatchMethods = {
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agent: 'downloadAgentReports',
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label: 'downloadLabelReports',
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inbox: 'downloadInboxReports',
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team: 'downloadTeamReports',
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};
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if (dispatchMethods[type]) {
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const fileName = generateFileName({ type, to });
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const params = { from, to, fileName };
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this.$store.dispatch(dispatchMethods[type], params);
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}
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},
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changeSelection(index) {
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@ -1,6 +1,7 @@
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import * as MutationHelpers from 'shared/helpers/vuex/mutationHelpers';
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import types from '../mutation-types';
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import CSATReports from '../../api/csatReports';
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import { downloadCsvFile } from '../../helper/downloadHelper';
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const computeDistribution = (value, total) =>
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((value * 100) / total).toFixed(2);
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@ -107,6 +108,11 @@ export const actions = {
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commit(types.SET_CSAT_RESPONSE_UI_FLAG, { isFetchingMetrics: false });
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}
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},
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downloadCSATReports(_, params) {
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return CSATReports.download(params).then(response => {
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downloadCsvFile(params.fileName, response.data);
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});
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},
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};
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export const mutations = {
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@ -5,7 +5,7 @@ import * as types from '../mutation-types';
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import Report from '../../api/reports';
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import Vue from 'vue';
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import { downloadCsvFile } from '../../helper/downloadCsvFile';
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import { downloadCsvFile } from '../../helper/downloadHelper';
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const state = {
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fetchingStatus: false,
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@ -6,4 +6,8 @@ class CsatSurveyResponsePolicy < ApplicationPolicy
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def metrics?
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@account_user.administrator?
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end
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def download?
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@account_user.administrator?
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end
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end
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@ -0,0 +1,38 @@
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<%=
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CSV.generate_line([
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I18n.t('reports.csat.headers.agent_name'),
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I18n.t('reports.csat.headers.rating'),
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I18n.t('reports.csat.headers.feedback'),
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I18n.t('reports.csat.headers.contact_name'),
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I18n.t('reports.csat.headers.contact_email_address'),
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I18n.t('reports.csat.headers.contact_phone_number'),
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I18n.t('reports.csat.headers.link_to_the_conversation'),
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I18n.t('reports.csat.headers.recorded_at')
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])
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-%>
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<% @csat_survey_responses.each do |csat_response| %>
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<% assigned_agent = csat_response.assigned_agent %>
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<% contact = csat_response.contact %>
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<% conversation = csat_response.conversation %>
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<%=
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CSV.generate_line([
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assigned_agent ? "#{assigned_agent.name} (#{assigned_agent.email})" : nil,
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csat_response.rating,
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csat_response.feedback_message.present? ? csat_response.feedback_message : nil,
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contact&.name.present? ? contact&.name: nil,
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contact&.email.present? ? contact&.email: nil,
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contact&.phone_number.present? ? contact&.phone_number: nil,
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conversation ? app_account_conversation_url(account_id: Current.account.id, id: conversation.display_id): nil,
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csat_response.created_at,
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])
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-%>
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<% end %>
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<%=
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CSV.generate_line([
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I18n.t(
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'reports.period',
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since: Date.strptime(params[:since], '%s'),
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until: Date.strptime(params[:until], '%s')
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)
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])
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-%>
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@ -60,6 +60,16 @@ en:
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avg_first_response_time: Avg first response time (Minutes)
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avg_resolution_time: Avg resolution time (Minutes)
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default_group_by: day
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csat:
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headers:
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contact_name: Contact Name
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contact_email_address: Contact Email Address
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contact_phone_number: Contact Phone Number
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link_to_the_conversation: Link to the conversation
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agent_name: Agent Name
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rating: Rating
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feedback: Feedback Comment
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recorded_at: Recorded date
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notifications:
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notification_title:
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@ -106,6 +106,7 @@ Rails.application.routes.draw do
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resources :csat_survey_responses, only: [:index] do
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collection do
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get :metrics
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get :download
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end
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end
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resources :custom_attribute_definitions, only: [:index, :show, :create, :update, :destroy]
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@ -148,4 +148,38 @@ RSpec.describe 'CSAT Survey Responses API', type: :request do
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end
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end
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end
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describe 'GET /api/v1/accounts/{account.id}/csat_survey_responses/download' do
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context 'when it is an unauthenticated user' do
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it 'returns unauthorized' do
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get "/api/v1/accounts/#{account.id}/csat_survey_responses/download"
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expect(response).to have_http_status(:unauthorized)
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end
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end
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context 'when it is an authenticated user' do
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let(:params) { { since: 5.days.ago.to_time.to_i.to_s, until: Time.zone.tomorrow.to_time.to_i.to_s } }
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it 'returns unauthorized for agents' do
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get "/api/v1/accounts/#{account.id}/csat_survey_responses/download",
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params: params,
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headers: agent.create_new_auth_token
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expect(response).to have_http_status(:unauthorized)
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end
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it 'returns summary' do
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get "/api/v1/accounts/#{account.id}/csat_survey_responses/download",
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params: params,
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headers: administrator.create_new_auth_token
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expect(response).to have_http_status(:success)
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content = CSV.parse(response.body)
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# Check rating from CSAT Row
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expect(content[1][1]).to eq '1'
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expect(content.length).to eq 3
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end
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end
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end
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end
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