feat(reports): align inbox label matrix filters

docs/CHATWOOT_PARITY_DEVELOPMENT_PLAN.md

@@ -49,11 +49,11 @@ Hermes task landing checklist:
 
 ## Current Baseline
 
-- Current tracking checkpoint: 2026-06-07 bot metrics builder parity checkpoint, prepared as `feat(reports): align bot metrics builder counts`.
-- Latest implementation checkpoint: this checkpoint, prepared as `feat(reports): align bot metrics builder counts`.
-- Latest documentation/tooling checkpoint: this tracker update records P3.50 bot metrics builder count parity plus the committed P3.49/P3.48/P3.47/P3.46/P3.45/P3.44/P3.43/P3.42/P3.41/P3.40 reports baseline, lands the known Hermes plan families into this document, and keeps this file as the active follow-up plan that supersedes `.hermes/plans/*`.
+- Current tracking checkpoint: 2026-06-07 inbox-label matrix filter parity checkpoint, prepared as `feat(reports): align inbox label matrix filters`.
+- Latest implementation checkpoint: this checkpoint, prepared as `feat(reports): align inbox label matrix filters`.
+- Latest documentation/tooling checkpoint: this tracker update records P3.51 inbox-label matrix filter parity plus the committed P3.50/P3.49/P3.48/P3.47/P3.46/P3.45/P3.44/P3.43/P3.42/P3.41/P3.40 reports baseline, lands the known Hermes plan families into this document, and keeps this file as the active follow-up plan that supersedes `.hermes/plans/*`.
 - Plan landing status: complete for the current known Hermes plans and user-confirmed scope. Future work should update this file directly instead of opening a parallel tracker.
-- Worktree status at this implementation checkpoint: v2 reports bot metrics now match inspected Chatwoot `V2::Reports::BotMetricsBuilder` count semantics: bot messages are counted only for conversations created in the active-bot inbox range, bot resolutions are distinct conversations after excluding handoff conversations in the same range, and handoffs are distinct non-null conversations. P3.49 reports conversation agent-metric parity, P3.48 live grouped team-scope parity, P3.47 grouped error-shape parity, P3.46 summary aggregate parity, P3.45 report bot metric timeseries count strategies, P3.44 live additive rollup parity, P3.43 rollup/backfill timezone parity, P3.42 timeseries timezone parity, P3.41 CSV/download parity, and P3.40 raw JSON/date parity for report, live-report, and summary-report endpoints remain implemented. Profile MFA, Facebook callbacks, account WhatsApp calls, onboarding, notification scoping, API v2 year-in-review, and WhatsApp calling toggle parity remain implemented from previous checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
+- Worktree status at this implementation checkpoint: v2 reports inbox-label matrix now matches inspected Chatwoot `V2::Reports::InboxLabelMatrixBuilder` parameter semantics by honoring optional `since/until`, `inbox_ids`, and `label_ids` filters before building the sorted inbox/label matrix. P3.50 bot metrics builder count parity, P3.49 reports conversation agent-metric parity, P3.48 live grouped team-scope parity, P3.47 grouped error-shape parity, P3.46 summary aggregate parity, P3.45 report bot metric timeseries count strategies, P3.44 live additive rollup parity, P3.43 rollup/backfill timezone parity, P3.42 timeseries timezone parity, P3.41 CSV/download parity, and P3.40 raw JSON/date parity for report, live-report, and summary-report endpoints remain implemented. Profile MFA, Facebook callbacks, account WhatsApp calls, onboarding, notification scoping, API v2 year-in-review, and WhatsApp calling toggle parity remain implemented from previous checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
 - Next executable implementation checkpoint: continue Phase 2/3 drift audit for deeper report data-source/metric-builder drift or the next reused-frontend mismatch, Phase 6 placeholder audit, or B12 live smoke from fresh reference/smoke evidence.
 - `go test ./...` passes when run outside the restricted socket sandbox; focused Facebook callback handler/router/route-parity tests pass in the sandbox.
 - Route dump succeeds with `967` registered routes after profile MFA route tracking.
@@ -156,6 +156,7 @@ This table is the shortest authoritative handoff view. If an older lower section
 
 | Priority | Workstream | Current state | Next checkpoint | Commit close rule |
 | --- | --- | --- | --- | --- |
+| 0 | P3.51 inbox-label matrix filter parity | Implemented for reused v2 reports matrix clients: GoChat now follows inspected Chatwoot `V2::Reports::InboxLabelMatrixBuilder` by accepting optional `since/until`, `inbox_ids`, and `label_ids`; filtering the inbox and label axes before sorting by name/title; and counting only matching conversation labels whose conversations fall in the optional range and selected inboxes. | Keep in Review; reopen from B12 reports smoke or fresh reference evidence for ActsAsTaggableOn title/name divergence, array param encoding drift, or optional invalid-date controller behavior. | Focused Analytics handler and service matrix tests, full `go test ./...`, and `git diff --check` must pass. No route artifacts change. |
 | 0 | P3.50 bot metrics builder count parity | Implemented for reused v2 reports bot metric clients: GoChat now follows inspected Chatwoot `V2::Reports::BotMetricsBuilder`. `message_count` is scoped to outgoing messages whose `conversation_id` belongs to bot conversations created in the requested range, `resolution_rate` uses distinct resolved conversations after excluding any conversation with a handoff in range, and `handoff_rate` uses distinct non-null handoff conversations. | Keep in Review; reopen from B12 reports smoke or fresh reference evidence for `active_bot?` inbox activation drift, message sender-type filtering drift, or provider/bot-inbox status semantics beyond the inspected builder. | Focused Analytics bot metrics service tests, full `go test ./...`, and `git diff --check` must pass. No route artifacts change. |
 | 0 | P3.49 reports conversation agent-metric parity | Implemented for legacy/reused v2 reports conversation clients: GoChat now follows inspected Chatwoot `Api::V2::Accounts::ReportsController#conversations`, `V2::ReportBuilder#conversation_metrics`, and `V2::ReportBuilder#agent_metrics`. Blank `type` returns empty `422`; `type=account` preserves raw account live metrics; non-account requests return paginated account-user objects with `id`, `name`, `email`, `thumbnail`, `availability`, and a `metric` object containing only `open` and `unattended`, sorted by open count descending. | Keep in Review; reopen from B12 reports smoke or fresh reference evidence for Kaminari pagination metadata assumptions, tie ordering, non-agent `type` scoping with `id`, or exact nil thumbnail/avatar behavior. | Focused Analytics handler and service tests, full `go test ./...`, and `git diff --check` must pass. No route artifacts change. |
 | 0 | P3.48 live reports grouped team-scope parity | Implemented for reused live-report grouped metrics clients: GoChat now follows inspected Chatwoot `Api::V2::Accounts::LiveReportsController#load_conversations`, which applies optional `team_id` before both `conversation_metrics` and `grouped_conversation_metrics`. The grouped path now parses `team_id` and filters persisted conversations before grouping by `team_id` or `assignee_id`, preserving raw open/unattended/unassigned counts and nil-assignee buckets. | Keep in Review; reopen from B12 live-report smoke or fresh reference evidence for missing-team `404` body shape, authorization status drift, grouped ordering assumptions, or open/unattended scope changes. | Focused `LiveReportHandler` and Analytics live metrics tests, full `go test ./...`, and `git diff --check` must pass. No route artifacts change. |
@@ -289,6 +290,7 @@ This ledger records the committed parity checkpoints that future slices should b
 
 | Commit | Scope | Verification summary | Follow-up state |
 | --- | --- | --- | --- |
+| `feat(reports): align inbox label matrix filters` | Advances P3.51 inbox-label matrix filter parity by matching Chatwoot `V2::Reports::InboxLabelMatrixBuilder`. GoChat now parses optional `since/until`, `inbox_ids`, and `label_ids` on `/reports/inbox_label_matrix`, filters the inbox and label axes before sorting, and counts only labels attached to account conversations in the selected inbox/date range. | `go test ./internal/service -run InboxLabelMatrix -count=1`; `go test ./internal/handler/api/v1 -run AnalyticsHandler -count=1`; full `go test ./...`; `git diff --check`. Route artifacts are unchanged. | P3.51 moves to Review for current matrix builder evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
 | `feat(reports): align bot metrics builder counts` | Advances P3.50 bot metrics builder parity by matching Chatwoot `V2::Reports::BotMetricsBuilder`. GoChat now derives `message_count` from outgoing messages attached to in-range bot conversations, not every outgoing message in an active-bot inbox; `resolution_rate` uses distinct resolved conversations after excluding handoff conversations; and `handoff_rate` uses distinct non-null handoff conversations. | `go test ./internal/service -run 'AnalyticsBotMetrics\|AnalyticsReportsUsePersisted' -count=1`; full `go test ./...`; `git diff --check`. Route artifacts are unchanged. | P3.50 moves to Review for current bot metrics builder evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
 | `feat(reports): align conversation agent metrics` | Advances P3.49 reports conversation agent-metric parity by matching Chatwoot `Api::V2::Accounts::ReportsController#conversations` and `V2::ReportBuilder#conversation_metrics/#agent_metrics`. GoChat now returns empty `422` for blank `type`, keeps raw account live metrics for `type=account`, and returns paginated account-user agent objects for non-account requests instead of grouped assignee/team buckets; each agent row includes Chatwoot user fields plus `metric.open` and `metric.unattended`, sorted by open count descending. | `go test ./internal/handler/api/v1 -run AnalyticsHandler -count=1`; `go test ./internal/service -run AnalyticsReportsConversationsAgentMetrics -count=1`; full `go test ./...`; `git diff --check`. Route artifacts are unchanged. | P3.49 moves to Review for current reports conversation evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
 | `feat(reports): filter grouped live metrics by team` | Advances P3.48 live reports grouped team-scope parity by matching Chatwoot `Api::V2::Accounts::LiveReportsController#load_conversations`. GoChat grouped live-report metrics now parse optional `team_id` and apply that scope before grouping by `team_id` or `assignee_id`, so grouped assignee payloads exclude other-team conversations while retaining Chatwoot open/unattended/unassigned count fields and nil-assignee buckets. | `go test ./internal/handler/api/v1 -run LiveReportHandler -count=1`; `go test ./internal/service -run AnalyticsLiveConversationMetrics -count=1`; full `go test ./...`; `git diff --check`. Route artifacts are unchanged. | P3.48 moves to Review for current live-report team-scope evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
@@ -2560,3 +2562,4 @@ Verification milestone gates:
 - 2026-06-07: P3.48 live reports grouped team-scope checkpoint prepared as `feat(reports): filter grouped live metrics by team`; audited Chatwoot v2 live reports controller `load_conversations` and grouped metrics behavior. GoChat grouped live reports now parse optional `team_id` and apply that scope before grouping by assignee/team, so other-team conversations no longer leak into `grouped_conversation_metrics` when the frontend supplies a team filter. Focused `LiveReportHandler` and Analytics live metrics tests passed; full `go test ./...` and `git diff --check` passed. No route artifacts change.
 - 2026-06-07: P3.49 reports conversation agent-metric checkpoint prepared as `feat(reports): align conversation agent metrics`; audited Chatwoot v2 reports controller `conversations`, `V2::ReportBuilder#conversation_metrics/#agent_metrics`, `ReportHelper#scope`, and reused dashboard `reports.js` conversation metric caller. GoChat `/reports/conversations` now returns empty `422` for blank `type`, keeps raw account live metrics for `type=account`, and returns Chatwoot agent metric rows for non-account requests with paginated account users, availability, thumbnail, and `metric.open/unattended` sorted by open count instead of grouped assignee buckets. Focused Analytics handler and service tests passed; escalated full `go test ./...` and `git diff --check` passed. No route artifacts change.
 - 2026-06-07: P3.50 bot metrics builder count checkpoint prepared as `feat(reports): align bot metrics builder counts`; audited Chatwoot `V2::Reports::BotMetricsBuilder`. GoChat `/reports/bot_metrics` now counts outgoing bot messages only through in-range bot conversation IDs, computes bot resolutions as distinct non-null conversations after excluding handoff conversations, and computes handoffs as distinct non-null conversations, matching the builder rate denominators and avoiding active-bot inbox leakage from old conversations. Focused Analytics bot metrics tests passed; escalated full `go test ./...` and `git diff --check` passed. No route artifacts change.
+- 2026-06-07: P3.51 inbox-label matrix filter checkpoint prepared as `feat(reports): align inbox label matrix filters`; audited Chatwoot `V2::Reports::InboxLabelMatrixBuilder`. GoChat `/reports/inbox_label_matrix` now parses optional frontend `since/until`, `inbox_ids`, and `label_ids`, filters the returned inbox/label axes, and counts only selected account conversations in the requested date and inbox scope. Focused Analytics handler and service tests passed; escalated full `go test ./...` and `git diff --check` passed. No route artifacts change.