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@pratikb64 pratikb64 commented Dec 3, 2025

Description

This PR introduces a dedicated Agent Dashboard (Home Page) designed to provide agents with a centralized view of their workload and performance metrics immediately upon logging in.

To improve the user experience, the dashboard is fully customizable, allowing agents to organize their workspace according to their specific needs.

Key Features

  • Customizable Widgets: Agents can resize and move chart widgets using a drag-and-drop interface.
  • Personalized Views: Users can add specific charts or remove irrelevant ones to declutter their view.
  • Layout Persistence: The dashboard configuration is saved per user, ensuring their layout remains consistent across sessions.

These are the available charts in the dashboard

  1. Average Time Metrics - Agent's average time to respond and resolve the tickets
  2. My Tickets card - Total tickets assigned to the agent
  3. Avg. First Response card
  4. Avg. Resolution card
  5. Recently assigned tickets
  6. Your rating - Agent's average rating given by customers
  7. Upcoming SLA Violations - List of tickets whose SLAs are about to breach
  8. Pending Tickets - Agent's pending tickets that are in Open category state

Changelog

  • Add a new page for agent's dashboard
  • Add HD Field Layout doctype to store user-specific dashboard layouts

2025-12-04.17-06-37.mp4

@pratikb64 pratikb64 marked this pull request as ready for review December 4, 2025 12:28
Comment on lines 263 to 273
todo = DocType("ToDo")
assigned_tickets = (
frappe.qb.from_(todo)
.select(todo.reference_name)
.distinct()
.where(todo.reference_type == "HD Ticket")
.where(todo.allocated_to == frappe.session.user)
.where(todo.creation >= one_week_ago)
.run(as_dict=False)
)
ticket_names = [row[0] for row in assigned_tickets]
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We will get Cancelled todos as well

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codecov bot commented Jan 30, 2026

Codecov Report

❌ Patch coverage is 88.74773% with 62 lines in your changes missing coverage. Please review.
✅ Project coverage is 53.46%. Comparing base (a94013e) to head (fd4d53b).
⚠️ Report is 6 commits behind head on develop.

Files with missing lines Patch % Lines
helpdesk/api/doc.py 4.54% 42 Missing ⚠️
helpdesk/api/agent_home/agent_home.py 96.65% 8 Missing ⚠️
helpdesk/utils.py 68.42% 6 Missing ⚠️
helpdesk/helpdesk/doctype/hd_view/hd_view.py 0.00% 5 Missing ⚠️
helpdesk/helpdesk/doctype/hd_ticket/api.py 0.00% 1 Missing ⚠️
Additional details and impacted files
@@             Coverage Diff             @@
##           develop    #2796      +/-   ##
===========================================
+ Coverage    49.67%   53.46%   +3.78%     
===========================================
  Files          124      128       +4     
  Lines         5401     5952     +551     
===========================================
+ Hits          2683     3182     +499     
- Misses        2718     2770      +52     

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3 participants