# Phase 3C - Reports Dashboard

## Implemented: 2026-05-29

### Summary
Built a real business Reports Dashboard at `/admin/reports`, replacing the previous placeholder. The old misleading Webhook Events route was already removed in Phase 2.

### Reports Page Location
- **Route**: `/admin/reports`
- **Controller**: `app/Filament/Pages/Reports.php`
- **View**: `resources/views/filament/pages/reports.blade.php`
- **Tests**: `tests/Feature/ReportsDashboardTest.php`

### Metrics Included

#### 1. KPI Cards (8 cards)
- Total conversations
- Open conversations
- Closed conversations
- Pending/waiting conversations
- Unread conversations
- Total incoming messages
- Total outgoing messages
- Active employees

#### 2. Conversation Status Report
- Open, Pending, Closed
- Assigned, Unassigned

#### 3. Employee Performance Report
- Employee name, team
- Assigned conversations count
- Open/closed counts
- Incoming/outgoing message counts
- Last activity timestamp
- Average response time (approximate)

#### 4. Team Performance Report
- Team name, supervisor
- Number of employees
- Total/open/closed/pending counts

#### 5. Assignment Report
- Last 50 assignments
- Conversation, employee, assigned by
- Reason, date, status (active/unassigned)

### Filters Implemented
- **Time period**: Today, Yesterday, Last 7 days, Last 30 days, All time
- **Team filter** (admin only): Filter by team
- **Employee filter**: Filter by employee
- **Reset button**: Clear all filters

### Role-Based Access
- **Admin**: Full access — sees all data, can filter by team and employee
- **Supervisor**: Team-scoped access — sees only own team's data, can filter by team employees only
- **Agent**: Cannot access Reports (403)

### Performance Notes
- Uses aggregate queries (COUNT, SUM)
- Date filters applied at database level via `whereBetween`
- Uses `Conversation::system()` to bypass AssignedScope for reports
- Avoids loading all conversations/messages into memory
- Employee performance uses individual scoped queries (5 queries per employee)

### Remaining Limitations
- Average response time is approximate (based on first incoming→first outgoing per conversation)
- No charts/graphs — data displayed in tables and KPI cards
- No CSV/Excel export (placeholder shown with "coming soon")
- No custom date range picker (predefined periods only)
- Team performance data uses simple aggregate, not per-employee-average aggregation
- No trend data (week-over-week or month-over-month comparisons)

### Files Changed
- `app/Filament/Pages/Reports.php` — Full rewrite with report data methods
- `resources/views/filament/pages/reports.blade.php` — Full rewrite with KPI cards + tables + filters

### Files Created
- `tests/Feature/ReportsDashboardTest.php` — 15 tests

### Test Results
```
Tests:    15 passed (38 assertions)
Duration: 9.45s
```