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Extract shared usage-metrics read path (#3905, PR 2) - #4134

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Extract shared usage-metrics read path (#3905, PR 2)#4134
barry47products wants to merge 16 commits into
bt/cost-panel-tag-filter-3905from
bt/usage-metrics-extraction-3905

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Product Description

The dashboard and the v2 usage API both report sessions, messages and active participants, but each computes them its own way, so the same team over the same window can see different numbers on the two surfaces. This PR changes none of those numbers - it moves both implementations into one place so the differences sit side by side and can be reconciled in a single follow-up, instead of being rediscovered whenever someone touches either surface.

Tag filtering across the dashboard, usage API and cost panel now honours only a team's own tags. Previously another team's tag link could influence what a team saw, and in the tag-analytics panel could put another team's tag name on their dashboard.

Second PR of #3905 (per the approved design there). Behaviour-preserving; the definition changes follow in PR 3.

Technical Description

  • New models-free app apps/usage_metrics/. filters.py holds UsageFilters and the shared chat-or-message tag match; dashboard_querysets.py holds the dashboard's get_filtered_queryset_base moved verbatim; metrics.py holds the v2 API's builders and aggregations as named metric functions plus timeseries variants.
  • DashboardService.get_filtered_queryset_base and the API's queryset/count/by-bucket helpers become delegations. The API's orchestration (zero-fill, bucket iteration, cost wiring, the grouped path) is untouched, and no existing test assertion changed - git diff base...HEAD over apps/dashboard/tests and apps/api/v2/usage/tests is 64 insertions, 0 deletions.
  • Both definition sets deliberately live side by side. The two surfaces genuinely disagree today (closed vs half-open windows, whether SETUP sessions count, whether evaluation and SYSTEM messages count, four different notions of "active participant"). Module docstrings name which surface each function reproduces, and test_characterisation.py pins both halves of six divergence classes so a wrong convergence in PR 3 turns red.
  • Tag links are now team-scoped, team_id and tag__team_id, on all 9 CustomTaggedItem Exists subqueries across usage_metrics and cost_tracking. This closes the CodeRabbit finding on Honour the dashboard tag filter in cost tracking reads #4132, which asked for both predicates. Each predicate is covered: removed individually at each site, at least one test reddens.
  • Two further reads were unscoped and are fixed here. The dashboard's messages leg used an unscoped tags__id__in M2M join, so one filtered_querysets() call could return sessions/experiments/participants excluding an inconsistent-link chat while messages still included its messages. And get_tag_analytics_data dereferenced tagged_item.tag for name/label, so a foreign link on one of your messages rendered their tag name in your panel - see Demo. Message-only matching is preserved in the first (a tag on the chat does not pull its messages in) and pinned by a control test.
  • sessions_active ships scalar-only: the dashboard has two disagreeing per-period session-series implementations today, so picking one is PR 3's call. sessions_in_setup is new and unconsumed, the complement of sessions_started over non-evaluation sessions created in the window.
  • Empty-list filter semantics differ by surface and stay that way: the API-derived builders treat experiment_ids=[]/participant_ids=[] as "matched nobody", the dashboard builder treats empty as "no filter". tag_ids=[] means "no filter" everywhere. Documented on UsageFilters, pinned at both poles.

Migrations

No migrations - apps/usage_metrics is models-free and makemigrations --check reports no changes.

  • The migrations are backwards compatible

Demo

Dashboard on a dev team after the extraction: stat cards read the same 4 chatbots / 8 sessions / 24 messages / 6 active participants as before any code changed.

<attach screenshot-1786041676580-2.jpg>

The tag-scoping fix. A CustomTaggedItem owned by another team, carrying that team's tag, points at one of this team's messages. With the fix, only this team's own tags render:

<attach screenshot-1786041738858-3.jpg>

Same database state, same page, with the two predicates removed - the other team's tag name appears:

<attach screenshot-1786041843344-4.jpg>

Docs and Changelog

  • This PR requires docs/changelog update

Docs change is limited to the usage_metrics row in docs/architecture/package-map.md, included here.


CodeRabbit's review of #4132 asked for both team_id and tag__team_id on
the CustomTaggedItem tag-exists predicates; the earlier commit added
only team_id. This closes the gap everywhere the shape is duplicated:
chat_tag_exists_pair (filters.py), the four inline predicates in
filtered_querysets (dashboard_querysets.py), and both predicates in
the cost read path's _scoped_records (reporting.py).

team_id alone catches a link row recorded under another team;
tag__team_id catches a different shape - a locally-recorded link whose
Tag itself belongs to another team. That shape is unreachable via the
dashboard today (tag_ids are validated against a team-scoped
ModelMultipleChoiceField), but chat_tag_exists_pair is a shared helper
for API surfaces where that validation isn't in the path.

The cost-tracking site keeps its own inline pair rather than importing
chat_tag_exists_pair - its outer ref (session__chat_id) differs from
the usage_metrics sites (chat_id).
… window test

Regression coverage for the tag__team_id predicate: mirrors the existing
cross-team-link tests with the other inconsistent-link shape - a
CustomTaggedItem row with a LOCAL team_id whose tag belongs to a FOREIGN
team. Added to test_dashboard_querysets.py (sessions/experiments/
participants, both chat- and message-targeted to exercise the _on_msg
predicates too), test_metrics.py, and test_reporting_filters.py
(chat- and message-targeted, covering both cost-path predicates).

Also fixes test_window_is_half_open: asserting only total == 2 doesn't
discriminate [start, end) from the (start, end] mutant, since a
symmetric interior message cancels out and both windows give 2. Now
asserts on which messages survived the window.
An independent mutation matrix on team_id=team.id found it was only
4/8 covered: every message-targeted test used a foreign tag, and every
foreign-team_id test targeted a chat, so no test crossed both axes -
the four _on_msg subqueries could lose team_id with the suite green.

Adds the missing cross: a CustomTaggedItem with a FOREIGN link team_id
but a LOCAL tag, attached to a MESSAGE, to test_dashboard_querysets.py
(covering tag_on_msg/exp_tag_on_msg/part_tag_on_msg in one test),
test_metrics.py, and test_reporting_filters.py - each with a positive
control confirming the same shape still matches under a local team_id.
The messages leg of filtered_querysets used a plain tags__id__in M2M
filter, the only one of the module's 9 tag-link sites that carried
neither the team_id nor tag__team_id predicate. A cross-team
CustomTaggedItem link on a local message could pull that message into
the messages queryset while the same link correctly excluded the
session, experiment, and participant from their querysets.

Replace it with a team-scoped Exists against CustomTaggedItem for the
message's own tags, matching the shape of the other 8 sites. Keeps
message-only semantics (a tag on the chat rather than the message
itself does not qualify the chat's messages here) rather than widening
to the chat-or-message match the other legs use.
- dashboard_querysets.py's module docstring claimed to reproduce the
  dashboard's current semantics without exception; note the one
  deliberate divergence (tag links scoped to the reading team, per the
  CodeRabbit finding on PR #4132).
- filters.py cited docs/issues/3905-usage-metrics-convergence, a path
  that only exists in this local clone (excluded via
  .git/info/exclude) and not in the repository; point at issue #3905
  instead, which line 1 already cites.
- UsageFilters.include_archived's docstring described it as applying
  to experiment enumeration and made explicit, but nothing consults
  it: filtered_querysets hardcodes is_archived=False,
  working_version=None, and the v2 API enumerates with get_all().
  Rewrite the docstring to state this plainly so a follow-up wiring
  the flag into filtered_querysets doesn't assume the True default is
  safe there.
get_tag_analytics_data read CustomTaggedItem rows with no team_id or
tag__team_id predicate, relying only on the already-team-scoped message
queryset. A CustomTaggedItem row recorded under another team, pointing at
one of this team's own messages, was picked up, and the foreign tag's
user-authored name leaked into this team's dashboard breakdown while
inflating the total. Add both predicates to match the 9 other tag-link
sites, and add the first regression coverage for this method.

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Code Health Improved (1 files improve in Code Health)

Gates Failed
Enforce advisory code health rules (2 files with Large Method, Excess Number of Function Arguments, Missing Arguments Abstractions)

Our agent can fix these. Install it.

Gates Passed
3 Quality Gates Passed

Reason for failure
Enforce advisory code health rules Violations Code Health Impact
dashboard_querysets.py 2 advisory rules 8.96 Suppress
metrics.py 1 advisory rule 9.69 Suppress

See analysis details in CodeScene

View Improvements
File Code Health Impact Categories Improved
services.py 9.29 → 10.00 Large Method

Quality Gate Profile: Clean Code Collective
Install CodeScene MCP: safeguard and uplift AI-generated code. Catch issues early with our IDE extension and CLI tool.

Comment on lines +33 to +196
def filtered_querysets(
team: Team,
*,
start_date: datetime | None = None,
end_date: datetime | None = None,
experiment_ids: list[int] | None = None,
platform_names: list[str] | None = None,
participant_ids: list[int] | None = None,
tag_ids: list[int] | None = None,
) -> dict[str, Any]:
"""Base querysets with the dashboard's common filters applied. Returns
`experiments`, `sessions`, `messages`, `participants` querysets plus the
resolved `start_date`/`end_date` (defaulting to the last 30 days)."""

if not end_date:
end_date = timezone.now()
if not start_date:
start_date = end_date - timedelta(days=30)

base_filters = {"created_at__gte": start_date, "created_at__lte": end_date}

experiments = Experiment.objects.filter(team=team, is_archived=False, working_version=None)
# Use Exists() to avoid join+distinct - prevents row explosion upfront for better performance
msg_exists = Exists(
ChatMessage.objects.filter(
chat=OuterRef("chat"),
created_at__gte=start_date,
created_at__lte=end_date,
)
)
sessions = (
ExperimentSession.objects.filter(team=team)
.exclude(experiment_channel__platform=ChannelPlatform.EVALUATIONS)
.annotate(_has_msgs=msg_exists)
.filter(_has_msgs=True)
)
messages = ChatMessage.objects.filter(chat__team=team, **base_filters).exclude(
chat__experiment_session__platform=ChannelPlatform.EVALUATIONS
)
participants = Participant.objects.filter(team=team).exclude(platform=ChannelPlatform.EVALUATIONS)

if experiment_ids:
experiments = experiments.filter(id__in=experiment_ids)
sessions = sessions.filter(experiment_id__in=experiment_ids)
messages = messages.filter(chat__experiment_session__experiment_id__in=experiment_ids)
participants = participants.filter(experimentsession__experiment_id__in=experiment_ids).distinct()

if platform_names:
global_platforms = ChannelPlatform.team_global_platforms()
if not any(p in global_platforms for p in platform_names):
# only filter experiments if we're filtering by non-global platforms since all experiments
# will match the global platforms
experiments = experiments.filter(
Exists(
ExperimentChannel.objects.filter(
experiment=OuterRef("pk"),
platform__in=platform_names,
deleted=False,
)
)
)
sessions = sessions.filter(platform__in=platform_names)
messages = messages.filter(chat__experiment_session__platform__in=platform_names)
participants = participants.filter(platform__in=platform_names)

if participant_ids:
experiments = experiments.filter(sessions__participant__id__in=participant_ids).distinct()
sessions = sessions.filter(participant__id__in=participant_ids)
messages = messages.filter(chat__experiment_session__participant__id__in=participant_ids)
participants = participants.filter(id__in=participant_ids)

if tag_ids:
chat_content_type = ContentType.objects.get_for_model(Chat)
message_content_type = ContentType.objects.get_for_model(ChatMessage)

# Sessions: chat or any message in it carries the tag (both the link row and its tag
# must belong to the reading team)
tag_on_chat, tag_on_msg = chat_tag_exists_pair(team, tag_ids, "chat_id")
sessions = sessions.annotate(_tchat=tag_on_chat, _tmsg=tag_on_msg).filter(Q(_tchat=True) | Q(_tmsg=True))

# Experiments: any session's chat or messages carry the tag (both the link row and
# its tag must belong to the reading team)
exp_tag_on_chat = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=chat_content_type,
object_id__in=Subquery(
Chat.objects.filter(experiment_session__experiment=OuterRef(OuterRef("id"))).values("id")
),
tag_id__in=tag_ids,
)
)
exp_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id__in=Subquery(
ChatMessage.objects.filter(chat__experiment_session__experiment=OuterRef(OuterRef("id"))).values(
"id"
)
),
tag_id__in=tag_ids,
)
)
experiments = experiments.annotate(_exp_tchat=exp_tag_on_chat, _exp_tmsg=exp_tag_on_msg).filter(
Q(_exp_tchat=True) | Q(_exp_tmsg=True)
)

# Participants: any of their sessions' chats or messages carry the tag (both the
# link row and its tag must belong to the reading team)
part_tag_on_chat = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=chat_content_type,
object_id__in=Subquery(
Chat.objects.filter(experiment_session__participant=OuterRef(OuterRef("id"))).values("id")
),
tag_id__in=tag_ids,
)
)
part_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id__in=Subquery(
ChatMessage.objects.filter(chat__experiment_session__participant=OuterRef(OuterRef("id"))).values(
"id"
)
),
tag_id__in=tag_ids,
)
)
participants = participants.annotate(_part_tchat=part_tag_on_chat, _part_tmsg=part_tag_on_msg).filter(
Q(_part_tchat=True) | Q(_part_tmsg=True)
)

# Messages: the message's own tags carry the tag (both the link row and its tag must
# belong to the reading team). Message-only match - a tag on the chat (rather than the
# message itself) does not pull the chat's messages in here; that broader chat-or-message
# match is what the sessions/experiments/participants legs above use via
# `chat_tag_exists_pair`, not this one.
msg_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id=OuterRef("id"),
tag_id__in=tag_ids,
)
)
messages = messages.filter(msg_tag_on_msg)

return {
"experiments": experiments,
"sessions": sessions,
"messages": messages,
"participants": participants,
"start_date": start_date,
"end_date": end_date,
}

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❌ New issue: Large Method
filtered_querysets has 138 lines, threshold = 80

Suppress

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@codescene-delta-analysis Both advisory findings accurately describe the code, and both come from this PR being a verbatim extraction rather than a rewrite.

filtered_querysets in dashboard_querysets.py is DashboardService.get_filtered_queryset_base moved unchanged: same 164-line body, same seven parameters (previously self plus six). That is why services.py shows as improved in the same analysis, going from 9.29 to 10.00 by losing Large Method. The method did not grow; it changed file, and the delta analysis scores both ends of the move.

Keeping it byte-identical is deliberate for this PR. The whole review argument here is "nothing changed except where the code lives", which is checkable by diffing the moved body against git history. Restructuring it in the same change would remove that property.

Comment on lines +33 to +196
def filtered_querysets(
team: Team,
*,
start_date: datetime | None = None,
end_date: datetime | None = None,
experiment_ids: list[int] | None = None,
platform_names: list[str] | None = None,
participant_ids: list[int] | None = None,
tag_ids: list[int] | None = None,
) -> dict[str, Any]:
"""Base querysets with the dashboard's common filters applied. Returns
`experiments`, `sessions`, `messages`, `participants` querysets plus the
resolved `start_date`/`end_date` (defaulting to the last 30 days)."""

if not end_date:
end_date = timezone.now()
if not start_date:
start_date = end_date - timedelta(days=30)

base_filters = {"created_at__gte": start_date, "created_at__lte": end_date}

experiments = Experiment.objects.filter(team=team, is_archived=False, working_version=None)
# Use Exists() to avoid join+distinct - prevents row explosion upfront for better performance
msg_exists = Exists(
ChatMessage.objects.filter(
chat=OuterRef("chat"),
created_at__gte=start_date,
created_at__lte=end_date,
)
)
sessions = (
ExperimentSession.objects.filter(team=team)
.exclude(experiment_channel__platform=ChannelPlatform.EVALUATIONS)
.annotate(_has_msgs=msg_exists)
.filter(_has_msgs=True)
)
messages = ChatMessage.objects.filter(chat__team=team, **base_filters).exclude(
chat__experiment_session__platform=ChannelPlatform.EVALUATIONS
)
participants = Participant.objects.filter(team=team).exclude(platform=ChannelPlatform.EVALUATIONS)

if experiment_ids:
experiments = experiments.filter(id__in=experiment_ids)
sessions = sessions.filter(experiment_id__in=experiment_ids)
messages = messages.filter(chat__experiment_session__experiment_id__in=experiment_ids)
participants = participants.filter(experimentsession__experiment_id__in=experiment_ids).distinct()

if platform_names:
global_platforms = ChannelPlatform.team_global_platforms()
if not any(p in global_platforms for p in platform_names):
# only filter experiments if we're filtering by non-global platforms since all experiments
# will match the global platforms
experiments = experiments.filter(
Exists(
ExperimentChannel.objects.filter(
experiment=OuterRef("pk"),
platform__in=platform_names,
deleted=False,
)
)
)
sessions = sessions.filter(platform__in=platform_names)
messages = messages.filter(chat__experiment_session__platform__in=platform_names)
participants = participants.filter(platform__in=platform_names)

if participant_ids:
experiments = experiments.filter(sessions__participant__id__in=participant_ids).distinct()
sessions = sessions.filter(participant__id__in=participant_ids)
messages = messages.filter(chat__experiment_session__participant__id__in=participant_ids)
participants = participants.filter(id__in=participant_ids)

if tag_ids:
chat_content_type = ContentType.objects.get_for_model(Chat)
message_content_type = ContentType.objects.get_for_model(ChatMessage)

# Sessions: chat or any message in it carries the tag (both the link row and its tag
# must belong to the reading team)
tag_on_chat, tag_on_msg = chat_tag_exists_pair(team, tag_ids, "chat_id")
sessions = sessions.annotate(_tchat=tag_on_chat, _tmsg=tag_on_msg).filter(Q(_tchat=True) | Q(_tmsg=True))

# Experiments: any session's chat or messages carry the tag (both the link row and
# its tag must belong to the reading team)
exp_tag_on_chat = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=chat_content_type,
object_id__in=Subquery(
Chat.objects.filter(experiment_session__experiment=OuterRef(OuterRef("id"))).values("id")
),
tag_id__in=tag_ids,
)
)
exp_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id__in=Subquery(
ChatMessage.objects.filter(chat__experiment_session__experiment=OuterRef(OuterRef("id"))).values(
"id"
)
),
tag_id__in=tag_ids,
)
)
experiments = experiments.annotate(_exp_tchat=exp_tag_on_chat, _exp_tmsg=exp_tag_on_msg).filter(
Q(_exp_tchat=True) | Q(_exp_tmsg=True)
)

# Participants: any of their sessions' chats or messages carry the tag (both the
# link row and its tag must belong to the reading team)
part_tag_on_chat = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=chat_content_type,
object_id__in=Subquery(
Chat.objects.filter(experiment_session__participant=OuterRef(OuterRef("id"))).values("id")
),
tag_id__in=tag_ids,
)
)
part_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id__in=Subquery(
ChatMessage.objects.filter(chat__experiment_session__participant=OuterRef(OuterRef("id"))).values(
"id"
)
),
tag_id__in=tag_ids,
)
)
participants = participants.annotate(_part_tchat=part_tag_on_chat, _part_tmsg=part_tag_on_msg).filter(
Q(_part_tchat=True) | Q(_part_tmsg=True)
)

# Messages: the message's own tags carry the tag (both the link row and its tag must
# belong to the reading team). Message-only match - a tag on the chat (rather than the
# message itself) does not pull the chat's messages in here; that broader chat-or-message
# match is what the sessions/experiments/participants legs above use via
# `chat_tag_exists_pair`, not this one.
msg_tag_on_msg = Exists(
CustomTaggedItem.objects.filter(
team_id=team.id,
tag__team_id=team.id,
content_type=message_content_type,
object_id=OuterRef("id"),
tag_id__in=tag_ids,
)
)
messages = messages.filter(msg_tag_on_msg)

return {
"experiments": experiments,
"sessions": sessions,
"messages": messages,
"participants": participants,
"start_date": start_date,
"end_date": end_date,
}

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❌ New issue: Excess Number of Function Arguments
filtered_querysets has 7 arguments, max arguments = 6

Suppress

@@ -0,0 +1,259 @@
"""Activity metrics over sessions, messages, and participants (#3905).

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❌ New issue: Missing Arguments Abstractions
The average number of function arguments in this module is 4.11 across 18 functions. The average arguments threshold is 4.00

Suppress

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