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feat(team-performance): group calls by authoritative agent relation

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Prefer call.agent.id (set by CDR enrichment) over call.agentName string
matching. Falls back to the raw agentName only when the row hasn't been
enriched yet. Eliminates the "RamaiahAdmin -> GlobalHealthX" transfer-chain
rows and the display-name collisions (two distinct AgentIDs with the same
Full Name).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
saridsa2
2026-04-15 07:43:49 +05:30
parent 4590417536
commit d00b066806
1 changed files with 26 additions and 7 deletions
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33
src/pages/team-performance.tsx
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@@ -90,7 +90,7 @@ export const TeamPerformancePage = () => {
try { try {
const [callsData, apptsData, leadsData, followUpsData, teamData] = await Promise.all([ const [callsData, apptsData, leadsData, followUpsData, teamData] = await Promise.all([
apiClient.graphql<any>(`{ calls(first: 500, filter: { startedAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id direction callStatus agentName startedAt } } } }`, undefined, { silent: true }), apiClient.graphql<any>(`{ calls(first: 500, filter: { startedAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id direction callStatus agentName startedAt agentId agent { id name ozonetelAgentId } } } } }`, undefined, { silent: true }),
apiClient.graphql<any>(`{ appointments(first: 200, filter: { scheduledAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id status } } } }`, undefined, { silent: true }), apiClient.graphql<any>(`{ appointments(first: 200, filter: { scheduledAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id status } } } }`, undefined, { silent: true }),
apiClient.graphql<any>(`{ leads(first: 200) { edges { node { id assignedAgent status } } } }`, undefined, { silent: true }), apiClient.graphql<any>(`{ leads(first: 200) { edges { node { id assignedAgent status } } } }`, undefined, { silent: true }),
apiClient.graphql<any>(`{ followUps(first: 200) { edges { node { id assignedAgent } } } }`, undefined, { silent: true }), apiClient.graphql<any>(`{ followUps(first: 200) { edges { node { id assignedAgent } } } }`, undefined, { silent: true }),
@@ -110,9 +110,15 @@ export const TeamPerformancePage = () => {
let agentPerfs: AgentPerf[]; let agentPerfs: AgentPerf[];
if (teamAgents.length > 0) { if (teamAgents.length > 0) {
// Real Ozonetel data available // Real Ozonetel data available — prefer authoritative agent
// relation (set by CDR enrichment), fall back to agentName
// string for rows not yet enriched.
agentPerfs = teamAgents.map((agent: any) => { agentPerfs = teamAgents.map((agent: any) => {
const agentCalls = calls.filter((c: any) => c.agentName === agent.name || c.agentName === agent.ozonetelAgentId); const agentCalls = calls.filter((c: any) => {
if (c.agentId && c.agentId === agent.id) return true;
if (!c.agentId && (c.agentName === agent.name || c.agentName === agent.ozonetelAgentId)) return true;
return false;
});
const agentLeads = leads.filter((l: any) => l.assignedAgent === agent.name); const agentLeads = leads.filter((l: any) => l.assignedAgent === agent.name);
const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === agent.name); const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === agent.name);
const agentAppts = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length; const agentAppts = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;
@@ -148,10 +154,23 @@ export const TeamPerformancePage = () => {
}; };
}); });
} else { } else {
// Fallback: build agent list from call records // Fallback: build agent list from call records. Prefer
const agentNames = [...new Set(calls.map((c: any) => c.agentName).filter(Boolean))] as string[]; // the authoritative agent relation; fall back to the raw
agentPerfs = agentNames.map((name) => { // agentName string (Ozonetel transfer chain) only when
const agentCalls = calls.filter((c: any) => c.agentName === name); // we have nothing better.
const byKey = new Map<string, { key: string; name: string; ozonetelAgentId: string }>();
for (const c of calls) {
if (c.agent?.id) {
byKey.set(c.agent.id, { key: c.agent.id, name: c.agent.name ?? c.agent.ozonetelAgentId, ozonetelAgentId: c.agent.ozonetelAgentId });
} else if (c.agentName) {
byKey.set(`legacy:${c.agentName}`, { key: `legacy:${c.agentName}`, name: c.agentName, ozonetelAgentId: c.agentName });
}
}
agentPerfs = Array.from(byKey.values()).map(({ key, name, ozonetelAgentId: _ozonetelAgentId }) => {
const agentCalls = calls.filter((c: any) => {
if (key.startsWith('legacy:')) return c.agentName === name && !c.agent?.id;
return c.agent?.id === key;
});
const agentLeads = leads.filter((l: any) => l.assignedAgent === name); const agentLeads = leads.filter((l: any) => l.assignedAgent === name);
const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === name); const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === name);
const completed = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length; const completed = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;