FEATURE: online workflow burndown/up chart

README.md

@@ -20,19 +20,24 @@ If you are new to the terminology, see:
 - Transition actions presented as buttons per step option
 - Permission model aligned to native Discourse category permissions
 - Workflow discovery list (`/workflow`) with quick filters
-- Kanban view toggle for compatible single-workflow lists
+- Workflow view selector in discovery (`List`, `Kanban`, `Chart`) when applicable
+- Kanban view for compatible single-workflow lists
 - Drag/drop transitions in Kanban with legal/illegal drop-zone highlighting
 - Keyboard Kanban transitions on focused cards (`ArrowLeft` / `ArrowRight`) when legal
 - Workflow-level Kanban tags toggle (`show_kanban_tags`, default `true`)
+- Workflow burn down chart view (`/workflow/charts` and chart mode in `/workflow`) for single-workflow context
+- Chart period selector (`1` to `12` weeks), complete-week windows (Sunday to Saturday), per-step colored series
 - Overdue behavior with hierarchy:
   - global default (`workflow_overdue_days_default`)
   - workflow override
   - step override
   - `0` disables overdue behavior at that scope
 - Workflow overdue indicator column in the workflow topic list
+- Stale state transition handling with explicit user-facing error and automatic refresh
 - Transition audit trail via small action posts
 - Workflow visualization modal from topic and list links
 - Data Explorer audit query support
+- Data Explorer workflow stats query support for chart-oriented time series
 - Optional AI-assisted step handling with prompt + option guardrails
 
 ## Quickstart
@@ -41,8 +46,9 @@ If you are new to the terminology, see:
 2. Go to `Admin -> Plugins -> Discourse Workflow`, create a Workflow, then save it.
 3. Add Workflow Steps (Categories in journey order), then add Step Options (actions/transitions).
 4. Create a Topic in the first step Category and transition it through actions from the topic banner.
-5. Use `/workflow` to view queue state, apply quick filters, toggle `List`/`Kanban`, and visualize progress.
+5. Use `/workflow` to view queue state, apply quick filters, and switch between `List` / `Kanban` / `Chart` views when available.
 6. In Kanban, click a card to open the topic, drag cards to legal target steps, or use keyboard arrows on focused cards.
+7. Use `/workflow/charts` (or `Chart` view in `/workflow`) to see step counts over time for the currently scoped single workflow.
 
 ## Setup
 
@@ -53,6 +59,7 @@ If you are new to the terminology, see:
 - `workflow_openai_api_key`: API key for AI actions.
 - `workflow_ai_model`: model used for AI actions.
 - `workflow_ai_prompt_system`: system prompt support for AI transitions.
+- `workflow_charts_allowed_groups`: non-admin groups allowed to view workflow charts.
 
 ### Workflow definition setup
 
@@ -93,6 +100,35 @@ Compatibility requires:
 
 For each directed edge, Kanban drag/keyboard transitions are option-agnostic and deterministic.
 
+### Chart view behavior and access model
+
+Chart view is shown when the current workflow discovery context resolves to a single workflow.
+
+- Route support: `/workflow/charts` and chart mode in `/workflow` via `workflow_view=chart`
+- View selector behavior: `Chart` is only shown when the user can view charts and the current discovery context is a single workflow
+- Period selection: `1` to `12` weeks
+- Time windows: complete weeks (Sunday through Saturday)
+- Series: one line per step, color derived from step category color (or parent category color fallback)
+- Response scope: chart payload includes selected workflow metadata (`selected_workflow_id`, `selected_workflow_name`) plus series data for that selected workflow context
+
+Access model for charts is intentionally separate from topic-level category access:
+
+- Admins can always view charts
+- Users in `workflow_charts_allowed_groups` can view charts
+- Chart access is aggregate and workflow-level; it is intentionally not constrained to per-topic visibility rules
+- This allows operational/reporting audiences to monitor workflow throughput without granting direct access to every underlying topic
+
+If you want stricter chart data visibility, keep `workflow_charts_allowed_groups` empty and rely on admin-only access.
+
+### Background jobs
+
+The plugin schedules and runs the following jobs:
+
+- `Jobs::DiscourseWorkflow::DailyStats`: records daily workflow step counts
+- `Jobs::DiscourseWorkflow::AiTransitions`: runs AI-enabled transitions
+- `Jobs::DiscourseWorkflow::DataExplorerQueriesCompleteness`: ensures default workflow Data Explorer queries exist
+- `Jobs::DiscourseWorkflow::TopicArrivalNotifier`: sends first-post arrival notifications on workflow transitions
+
 ### AI actions
 
 You can leverage AI to handle a step. You need `workflow_openai_api_key`, AI enabled on the step, and a prompt including both `{{options}}` and `{{topic}}`. You can also tune behavior with `workflow_ai_model` and `workflow_ai_prompt_system`.
@@ -131,7 +167,11 @@ Actions on a Topic are captured in a Small Action Post to help users understand
 
 ## Dashboard
 
-A Topic Discovery filter `Workflow` gives a list of workflow instances (special workflow topics).
+A Topic Discovery filter `Workflow` gives a list of workflow instances (special workflow topics), with three presentation modes when available:
+
+- `List`: sortable workflow topic list with workflow columns and quick filters
+- `Kanban`: actionable card board for compatible single-workflow views
+- `Chart`: step count trends over time for a single workflow
 
 You should keep Workflow Categories and ideally tags distinct, so you can also use those to filter for all workflow instances that are at a particular stage, or have a specific tag.
 

app/controllers/discourse_workflow/workflow_charts_controller.rb

@@ -0,0 +1,101 @@
+# frozen_string_literal: true
+
+module DiscourseWorkflow
+  class WorkflowChartsController < ApplicationController
+    requires_plugin ::DiscourseWorkflow::PLUGIN_NAME
+
+    before_action :ensure_logged_in
+    before_action :ensure_workflow_enabled
+    before_action :ensure_can_view_charts
+
+    def index
+      weeks = normalized_weeks
+      workflows =
+        ::DiscourseWorkflow::Workflow
+          .where(enabled: true)
+          .ordered
+          .includes(workflow_steps: { category: :parent_category })
+      selected_workflow = selected_workflow_for(workflows)
+      date_range = chart_date_range(weeks)
+
+      render_json_dump(
+        {
+          weeks: weeks,
+          labels: date_range.map(&:iso8601),
+          range_start: date_range.first.iso8601,
+          range_end: date_range.last.iso8601,
+          selected_workflow_id: selected_workflow&.id,
+          selected_workflow_name: selected_workflow&.name,
+          series: build_series(selected_workflow, date_range),
+        },
+      )
+    end
+
+    private
+
+    def ensure_workflow_enabled
+      raise Discourse::NotFound if !SiteSetting.workflow_enabled
+    end
+
+    def ensure_can_view_charts
+      return if ::DiscourseWorkflow::ChartsPermissions.can_view?(current_user)
+
+      raise Discourse::InvalidAccess.new(
+              nil,
+              nil,
+              custom_message: "discourse_workflow.errors.charts_access_denied",
+            )
+    end
+
+    def normalized_weeks
+      return 2 if params[:weeks].blank?
+
+      requested = params[:weeks].to_i
+      requested = 1 if requested <= 0
+      [requested, 12].min
+    end
+
+    def selected_workflow_for(workflows)
+      selected_id = params[:workflow_id].to_i
+      workflows.find { |workflow| workflow.id == selected_id } || workflows.first
+    end
+
+    def chart_date_range(weeks)
+      end_date = Date.current.end_of_week(:saturday)
+      start_date = end_date - ((weeks * 7) - 1).days
+      (start_date..end_date).to_a
+    end
+
+    def build_series(workflow, date_range)
+      return [] if workflow.blank?
+
+      steps = workflow.workflow_steps.sort_by { |step| step.position.to_i }
+      return [] if steps.blank?
+
+      step_ids = steps.map(&:id)
+      stats =
+        ::DiscourseWorkflow::WorkflowStat
+          .where(workflow_id: workflow.id, workflow_step_id: step_ids)
+          .where(
+            cob_date: date_range.first.beginning_of_day..date_range.last.end_of_day,
+          )
+          .group("DATE(cob_date)", :workflow_step_id)
+          .sum(:count)
+      counts_by_day_step =
+        stats.each_with_object({}) do |((date_value, step_id), count), memo|
+          memo[[date_value.to_date, step_id]] = count
+        end
+
+      steps.map do |step|
+        category = step.category
+        {
+          step_id: step.id,
+          step_name: step.name,
+          step_position: step.position.to_i,
+          color: category&.color || category&.parent_category&.color,
+          data: date_range.map { |date| counts_by_day_step.fetch([date, step.id], 0) },
+        }
+      end
+    end
+  end
+end

app/jobs/regular/discourse_workflow/topic_arrival_notifier.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+module Jobs
+  module DiscourseWorkflow
+    class TopicArrivalNotifier < ::Jobs::Base
+      def execute(args)
+        return unless topic = Topic.find_by(id: args[:topic_id])
+
+        PostAlerter.new.after_save_post(topic.first_post, true)
+      end
+    end
+  end
+end

app/jobs/scheduled/discourse_workflow/ai_transitions.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+module Jobs
+  module DiscourseWorkflow
+    class AiTransitions < ::Jobs::Scheduled
+      sidekiq_options retry: false
+
+      every 1.hour
+
+      def execute(args = {})
+        ::DiscourseWorkflow::AiActions.new.transition_all
+      end
+    end
+  end
+end

app/jobs/scheduled/discourse_workflow/daily_stats.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+module Jobs
+  module DiscourseWorkflow
+    class DailyStats < ::Jobs::Scheduled
+      sidekiq_options retry: false
+
+      every 24.hours
+
+      def execute(args = {})
+        ::DiscourseWorkflow::Stats.new.calculate_daily_stats
+      end
+    end
+  end
+end

app/jobs/scheduled/workflow_data_explorer_queries_completeness.rb → app/jobs/scheduled/discourse_workflow/data_explorer_queries_completeness.rb

@@ -1,18 +1,20 @@
 # frozen_string_literal: true
 
-class ::Jobs::WorkflowDataExplorerQueriesCompleteness < ::Jobs::Scheduled
-  sidekiq_options retry: false
+module Jobs
+  module DiscourseWorkflow
+    class DataExplorerQueriesCompleteness < ::Jobs::Scheduled
+      sidekiq_options retry: false
 
-  every 24.hours
+      every 24.hours
 
-  def execute(args)
-    if !ActiveRecord::Base.connection.table_exists?(:data_explorer_queries)
-      Rails.logger.warn "Skipping WorkflowDataExplorerQueriesCompleteness: doesn't look like Data Explorer plugin is properly installed"
-      return
-    end
+      def execute(args = {})
+        if !ActiveRecord::Base.connection.table_exists?(:data_explorer_queries)
+          Rails.logger.warn "Skipping DataExplorerQueriesCompleteness: doesn't look like Data Explorer plugin is properly installed"
+          return
+        end
 
-    if !::DiscourseDataExplorer::Query.exists?(name: "Workflow Stats (default)")
-      query_sql = <<~SQL
+        if !::DiscourseDataExplorer::Query.exists?(name: "Workflow Stats (default)")
+          query_sql = <<~SQL
         -- [params]
         -- int :workflow_id = 1
         -- int :num_of_days_history = 14
@@ -28,7 +30,7 @@ def execute(args)
           AND wstt.workflow_id = :workflow_id
       SQL
 
-      DB.exec <<~SQL, now: Time.zone.now, query_sql: query_sql
+          DB.exec <<~SQL, now: Time.zone.now, query_sql: query_sql
         INSERT INTO data_explorer_queries(name, description, sql, created_at, updated_at)
         VALUES
         ('Workflow Stats (default)',
@@ -37,12 +39,12 @@ def execute(args)
         :now,
         :now)
       SQL
-    end
+        end
 
-    if !::DiscourseDataExplorer::Query.exists?(
-         name: "Workflow Audit Log (default)"
-       )
-      query_sql = <<~SQL
+        if !::DiscourseDataExplorer::Query.exists?(
+             name: "Workflow Audit Log (default)"
+           )
+          query_sql = <<~SQL
         -- [params]
         -- int :workflow_id = 1
         -- int :num_of_days_history = 14
@@ -58,7 +60,7 @@ def execute(args)
         AND workflow_id = :workflow_id
       SQL
 
-      DB.exec <<~SQL, now: Time.zone.now, query_sql: query_sql
+          DB.exec <<~SQL, now: Time.zone.now, query_sql: query_sql
         INSERT INTO data_explorer_queries(name, description, sql, created_at, updated_at)
         VALUES
         ('Workflow Audit Log (default)',
@@ -67,6 +69,8 @@ def execute(args)
         :now,
         :now)
       SQL
+        end
+      end
     end
   end
 end

app/models/discourse_workflow/workflow_stat.rb

@@ -3,8 +3,8 @@
 module ::DiscourseWorkflow
   class WorkflowStat < ActiveRecord::Base
     self.table_name = 'workflow_stats'
-    has_one :workflow
-    has_one :workflow_step
+    belongs_to :workflow
+    belongs_to :workflow_step
     validates :cob_date, presence: true
     validates :workflow_id, presence: true
     validates :workflow_step_id, presence: true