feat(report): add an aggregation picker to the Metric chart

[lindesvard]

Closes #419.

The issue asked whether the hardcoded count was deliberate or a stopgap. Answer given: build the picker. This is that change.

What was wrong

report.metric was inert for chartType: 'metric':

• metric/chart.tsx rendered <MetricCard metric={'count'} />, ignoring the field.
• No changeMetric action in reportSlice.ts, no metric case in ReportSettings.tsx — nothing could set it.
• And it couldn't be stored anyway. zMetric includes count, the Postgres enum doesn't (CREATE TYPE "Metric" AS ENUM ('sum','average','min','max')), so report.create/report.update silently rewrote it: metric: report.metric === 'count' ? 'sum' : report.metric. A caller posting metric: 'count' got a 200 and a report persisted as sum — no zod error, no warning. Reachable from the agent's generate_report tool, whose schema explicitly allows count.

What this does

• changeMetric in reportSlice.ts, mirroring changeUnit.
• An Aggregation picker in ReportSettings.tsx for chartType === 'metric' and 'map', reusing the labels the report table already uses (Unique / Sum / Average / Min / Max). Including map is purely additive — it already read report.metric (s.metrics[metric] ?? 0) with no UI to set it, so it can't change any existing rendering.
• metric/chart.tsx passes report.metric through.
• count added to the Metric enum, and the count → sum coercion dropped from both create and update, so a picked aggregation persists. (duplicate never had the coercion; it's now consistent with the other two.)

Migrations — and why there are two

ALTER TYPE ... ADD VALUE and the UPDATE cannot share a file. Verified on a scratch database:

### Combined in ONE transaction (what a single migration file does):
ALTER TYPE
ERROR:  unsafe use of new value "count" of enum type "Metric"
HINT:  New enum values must be committed before they can be used.

Applied as two migrations in order:

### applying 20260818090000_add_count_to_metric_enum
ALTER TYPE
### applying 20260818090100_backfill_metric_reports_to_count
UPDATE 2

 metric_enum          |     id     | chartType | metric
 sum/average/min/max/  | r-linear-1 | linear    | sum     <- untouched
 count  (5 rows)       | r-map-1    | map       | average <- untouched
                       | r-metric-1 | metric    | count   <- backfilled
                       | r-metric-2 | metric    | count   <- backfilled

count is appended last in the Prisma enum to match what ADD VALUE does in the DB, so prisma migrate reports no drift.

The backfill is what makes this safe

Passing report.metric through reverses the metric={'count'} line from 84fd5ce2, so it needs to not change any existing number.

Every existing metric report stores 'sum' — the column is NOT NULL DEFAULT 'sum' and there's no way to distinguish "user chose sum" from "never touched". Those aren't near-neighbours: count is uniq(profile_id) for the whole range, sum is the sum of per-bucket values. A tile reading ~1.2k unique users would read ~45k events instead (and for property_sum series they aren't even the same unit).

UPDATE reports SET metric = 'count' WHERE "chartType" = 'metric' is lossless because for metric reports the stored value is currently read by nothing: the SQL builders ignore metric (per the note in chart-sql.test.ts that it's display-only) and the render hardcoded 'count'.

The issue flagged one loose end: initialState.metric is 'sum', so a newly created metric report would default to Sum while backfilled ones show Unique. Handled in changeChartType — switching to metric seeds 'count', so old and new agree. Changing initialState would have touched every chart type.

Also fixed

MetricCard rendered a real 0 as N/A. renderValue started with if (!value). Pre-existing, but the picker is what makes it reachable — min is 0 whenever the range has an empty bucket. Now checks undefined/null. Genuinely absent values still show N/A, which matters: getAggregateChartSql never selects total_count (all four references are in getChartSql), so count really is undefined for bar/pie series.

Agent tool schema widened from ['sum','count','average'] to the full set with a description, now that every value round-trips instead of being silently downgraded.

Left for separate issues

The other items in the issue, unchanged here:

• getAggregateChartSql never selects total_count, so the report table's "Unique" column is permanently blank for bar/pie. (Confirmed. Doesn't affect this PR — the picker is only shown for metric/map.)
• format.ts uses .find(item => !!item.total_count), so a genuine 0 is indistinguishable from missing.
• format.ts ranks series by metrics.sum while the Metric card displays metrics[metric], so the 4-card cap is decided by a number that may not be the one shown. Changing it would change which cards appear, so it's out of scope here.

Checks

tsc --noEmit clean in every touched file — the one remaining error in report.ts is pre-existing on line 189 (duplicate's JSON field), identical on a clean tree. @openpanel/db + @openpanel/trpc suites: 140 passed.

Per CLAUDE.md I did not run pnpm fix.

https://claude.ai/code/session_01ETRr6KYLYATzBVaLRZcwwk

Summary by CodeRabbit

• New Features
  • Added aggregation selection for metric and map charts: count, sum, average, minimum, and maximum.
  • Reports now retain the selected aggregation when created or updated.
  • New metric charts default to count; count represents unique profiles.
• Bug Fixes
  • Metric charts now display the selected aggregation instead of always using count.
  • Zero values display correctly rather than appearing unavailable.
  • Existing metric reports now use count aggregation consistently.

[coderabbitai]

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• apps/api/src/agents/tools/base.ts

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📝 Walkthrough

Walkthrough

The report metric contract now includes count, min, and max. Metric values persist without conversion, existing metric reports are backfilled to count, and the report editor passes the selected aggregation to metric chart cards.

Changes

Report metric selection

Layer / File(s)	Summary
Metric persistence contract apps/api/src/agents/tools/base.ts, packages/db/prisma/schema.prisma, packages/db/prisma/migrations/..., packages/trpc/src/routers/report.ts	Metric validation and storage now support count, min, and max. Existing metric reports are backfilled to count.
Metric editor state and selector apps/start/src/components/report/reportSlice.ts, apps/start/src/components/report/sidebar/ReportSettings.tsx	The report state supports metric changes. The settings panel provides count, sum, average, minimum, and maximum options for metric and map charts.
Metric chart rendering apps/start/src/components/report-chart/metric/chart.tsx, apps/start/src/components/report-chart/metric/metric-card.tsx	Metric cards use the selected report metric. Zero is rendered as a valid value, while only null and undefined render as N/A.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Merge Risk: 🟡 Moderate · up to 27ca6

The migration permanently changes existing metric reports to use Unique; if any reports currently store another aggregation, their displayed results and persisted behavior could change. Merge should wait for explicit confirmation that no such reports exist or for an accepted remediation plan.

Sequence Diagram(s)

sequenceDiagram
  participant ReportSettings
  participant ReportSlice
  participant ReportRouter
  participant Database
  participant MetricChart
  participant MetricCard

  ReportSettings->>ReportSlice: dispatch changeMetric
  ReportSlice->>ReportRouter: submit selected metric
  ReportRouter->>Database: persist selected metric
  Database-->>ReportRouter: return report metric
  ReportRouter-->>MetricChart: provide report metric
  MetricChart->>MetricCard: pass selected metric
  MetricCard-->>MetricChart: render metric value

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🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 0.00% which is insufficient. The required threshold is 80.00%.	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly identifies the primary change: adding an aggregation picker to Metric charts.
Linked Issues check	✅ Passed	The changes satisfy issue #419 by adding metric state and UI, persisting count, backfilling existing Metric reports, and wiring the selected metric to cards.
Out of Scope Changes check	✅ Passed	The changes remain within issue #419 and the stated objectives, including metric persistence, migration, rendering, and agent schema updates.

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🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch feat/metric-chart-aggregation-419

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Actionable comments posted: 2

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Inline comments:
In `@apps/api/src/agents/tools/base.ts`:
- Around line 261-267: Remove the .default('sum') from the metric schema and
update the configuration fallback near the chart-generation logic to use count
when chartType is metric, while retaining sum for other chart types. Ensure
explicitly provided metrics remain unchanged.

In
`@packages/db/prisma/migrations/20260818090100_backfill_metric_reports_to_count/migration.sql`:
- Line 8: Restrict the migration update in the reports backfill to rows whose
chartType is metric and whose existing metric is sum, preserving deliberate
average, min, and max values while converting only legacy sum rows to count.

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Fix all unresolved CodeRabbit comments on this PR:

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Configuration used: defaults

Review profile: CHILL

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📥 Commits

Reviewing files that changed from the base of the PR and between f72310c and 3feb764.

📒 Files selected for processing (9)

• apps/api/src/agents/tools/base.ts
• apps/start/src/components/report-chart/metric/chart.tsx
• apps/start/src/components/report-chart/metric/metric-card.tsx
• apps/start/src/components/report/reportSlice.ts
• apps/start/src/components/report/sidebar/ReportSettings.tsx
• packages/db/prisma/migrations/20260818090000_add_count_to_metric_enum/migration.sql
• packages/db/prisma/migrations/20260818090100_backfill_metric_reports_to_count/migration.sql
• packages/db/prisma/schema.prisma
• packages/trpc/src/routers/report.ts

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