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fix(stats): categorize ticket stats by state name, not state_type_id - #323

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fix(stats): categorize ticket stats by state name, not state_type_id#323
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bundabrg-hermes:fix/ticket-stats-state-name-clean

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@bundabrg-hermes

@bundabrg-hermes bundabrg-hermes commented Sep 5, 2026

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What

zammad_get_ticket_stats previously compared each ticket's looked-up
state_type_id against hardcoded constants (1=new, 2=open, 3=closed,
4=pending reminder, 5=pending close). This PR categorizes by the semantic
state name instead, case-insensitively, with a leading-pending prefix
fallback so custom states such as "pending refund" are not silently
dropped from all buckets.

This reverts (and improves on) the categorization logic introduced in
upstream commit ab86a36 ("refactor(server): use state type IDs for
robust state categorization").

Why: the original change was a regression, not a fix

1. The stated motivation was a bot suggestion, not a real defect.
The commit message reads: "Handles custom and localized state names
correctly. Addresses CodeRabbit suggestion to improve robustness over
substring matching." The code it replaced was:

if state_name in ["new", "open"]:      -> open
if state_name == "closed":             -> closed
if "pending" in state_name:            -> pending
else:                                  -> counted in total only

That code produced correct stats on any real deployment: built-in
states are named exactly new / open / closed / pending reminder /
pending close, so the buckets lined up. Its only weakness was exotic
custom states not containing "pending", which landed in total-only — an
under-count, never a wrong count.

2. The "localized state names" justification does not hold for the API.
Zammad localizes its UI, not its REST API. Verified against a live
instance: /ticket_states and full ticket objects return canonical
English state names under Accept-Language: de-DE, ja-JP, and
zh-CN — "closed" stays "closed". The MCP client (zammad_py) sends no
Accept-Language header at all. A German or Japanese instance therefore
never hands the server localized state names; string matching was never
going to break on locale in this path.

3. state_type_id is per-instance, not a semantic enum.
It is assigned by auto-increment over the instance's state history, so
the same state can have a different id on different installations.
Live mapping on this instance:

state state_type_id
new 1
open 2
pending reminder 3
pending close 4
closed 5
merged (custom) 6

The hardcoded constants were clearly never validated against even a stock
instance: Zammad's own API documentation shows closed with
state_type_id: 5, while the constant says 3.

4. Observed impact. On this instance the stats tool reported
3,621 "pending" / 2 "closed" while an actual search for pending tickets
returned 3. Mechanism: real closed tickets (type_id 5) matched the
"pending close" constant (5) and inflated the pending bucket; real
pending-reminder tickets (type_id 3) matched the "closed" constant (3).
Reproduced on a live page of 100: 95 closed + 4 merged + 1 open came
back, and the old logic classified them 95 pending / 4 uncategorized /
1 open.

What changed

  • mcp_zammad/server.py:
    • _categorize_ticket_state() now matches on the state name,
      case-insensitive, trimmed: new/open → open, closed → closed,
      pending reminder/pending close (or any state starting with
      pending) → pending; anything else counts toward the total only.
    • Removed the hardcoded STATE_TYPE_* constants and the now-unused
      name→state_type_id mapping cache.
    • list_ticket_states docstring notes that state_type_id values are
      per-instance.
  • tests/test_server.py: regression tests locking in name-based
    categorization, including a renumbered-state instance fixture, the
    pending-prefix fallback (pending refund → pending), and the narrow
    prefix boundary (reviewed pending approval → not pending).

Strictly more accurate than both prior versions: the old code under-counted
exotic custom states; the id code mis-counts everything on any non-fresh
instance.

Note for reviewers (CodeRabbit)

The state_type_id approach was introduced from a CodeRabbit suggestion
that misidentified the failure mode: the real API contract is the state
name, which Zammad keeps canonical across locales. Numeric ids are the
unstable field. This PR deliberately reverses that suggestion; please
treat the rationale above as the governing context for the diff.

Summary by CodeRabbit

  • Bug Fixes
    • Improved ticket-state categorization by using state names rather than numeric identifiers.
    • Added support for custom pending states, including case and whitespace variations.
    • Ticket statistics now remain accurate when state identifiers change or custom states are present.

Review feedback (2026-09-05)

CodeRabbit's three comments were addressed individually in-thread:

  • pending-prefix false positive (accepted): tightened to the space-terminated pending word in e696eb5, with regression assertions for near-misses (pendingly, pending-approval) in both directions.
  • unused fixture / get_tool refactor (declined): both restated the repo's own patterns; rationale documented on the comments.

bundabrg-hermes and others added 2 commits September 5, 2026 15:05
zammad_get_ticket_stats matched each ticket's looked-up state_type_id
against hardcoded constants (1=new, 2=open, 3=closed, 4=pending
reminder, 5=pending close). Those are Zammad's default IDs, but
state_type_id is assigned per instance and is not stable across
versions or installations. On instances with a non-default state set
the buckets were scrambled: e.g. a renumbered "closed" state (id 5)
was counted as "pending close", inflating the pending count
(thousands) while closed reported only the tickets whose state happens
to carry id 3.

Categorize by the semantic state name (case-insensitive) instead:
"new"/"open" -> open, "closed" -> closed, "pending reminder"/
"pending close" -> pending. Unknown/custom states still count toward
the total but no bucket. Also note in list_ticket_states docs that
state_type_id values are per-instance, and drop the now-unused
state_type mapping cache.

Co-authored-by: bundabrg <bundabrg@grieve.com.au>
…ed categorization

Custom states that Zammad's own UI treats as pending (e.g. 'pending
refund', 'pending approval') were silently dropped from all buckets by
the exact-match name categorization. A leading 'pending' prefix now maps
them to the pending bucket, while states that merely contain the word
elsewhere still fall through to total-only.

This makes the name-based categorization strictly more accurate than both
the original substring code and the current state_type_id code.

Co-authored-by: bundabrg <bundabrg@grieve.com.au>
@github-actions github-actions Bot added type:bug Something is not working correctly area:mcp-tools MCP tool schemas, prompts, resources, and agent-facing tool ergonomics needs:owner-review Requires maintainer review or product decision labels Sep 5, 2026
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Walkthrough

The server now categorizes ticket states by normalized names instead of numeric state_type_id values. It supports custom states with a pending prefix. New tests validate categorization and ticket statistics when state type identifiers differ between installations.

Changes

Ticket state categorization

Layer / File(s) Summary
State-name categorization
mcp_zammad/server.py
The server uses normalized state-name sets for new, open, closed, and pending states. It removes numeric state mappings and updates related docstrings.
Categorization validation
tests/test_server.py
Tests verify case and whitespace normalization, custom pending states, unmatched states, and statistics with renumbered state type identifiers.

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

Merge Risk: 🟡 Moderate · up to b821c

Ticket statistics can incorrectly count unrelated custom states such as “pendingly” as pending. Restrict the custom-state fallback to “pending ” before merging.

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Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 12 functions across 2 files.
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Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title uses conventional commit format and clearly describes the main change: ticket statistics now use state names instead of state_type_id.
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codacy-production Bot commented Sep 5, 2026

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@bundabrg

bundabrg commented Sep 5, 2026

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Just a note that I've reviewed the code carefully and checked if it was already covered by any existing PR.

As this effectively reverts a previous commit extra work was done to make sure this is a worthy PR.

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Actionable comments posted: 3

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Inline comments:
In `@mcp_zammad/server.py`:
- Line 1916: Update the custom pending-state check in the state classification
logic to use the “pending ” prefix, while retaining exact matches from
_STATE_NAME_PENDING. Add regression assertions covering leading near-miss names
such as “pendingly” and “pending-approval” to ensure they are not counted as
pending.

In `@tests/test_server.py`:
- Line 1401: Add the required mock_zammad_client fixture parameter to
test_categorize_ticket_state_uses_name_not_type_id, ensuring ZammadMCPServer
receives the mocked ZammadClient consistently with the other tests.
- Line 1466: Update the test around zammad_get_ticket_stats to be asynchronous
and retrieve the registered FastMCP tool via await
server_inst.mcp.get_tool("zammad_get_ticket_stats"), then invoke its fn with
GetTicketStatsParams() instead of calling test_tools directly.

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Comment thread mcp_zammad/server.py
Comment thread tests/test_server.py
Comment thread tests/test_server.py
A bare 'pending' prefix would miscount near-miss custom states such as
'pendingly' or 'pending-approval' as pending. Restrict the fallback to
'pending ' (space-terminated), add the bare 'pending' state to the exact
match set, and lock in both directions with regression assertions.

Addresses CodeRabbit review comment on the pending-prefix fallback.

Co-authored-by: bundabrg <bundabrg@users.noreply.github.com>
@bundabrg-hermes
bundabrg-hermes force-pushed the fix/ticket-stats-state-name-clean branch from 19bfd07 to 09889f2 Compare September 5, 2026 08:04
Codacy's PEP 257 pattern enables both D212 (first-line summary) and D213
(second-line summary) -- mutually exclusive for any multi-line docstring.
Convert the two new test docstrings to single-line summaries, which
satisfies both rules, with the explanatory detail preserved as regular
comments. Also applies ruff-format to a long dict literal added in the
earlier commit in this PR.

Co-authored-by: bundabrg <bundabrg@users.noreply.github.com>
@bundabrg-hermes
bundabrg-hermes force-pushed the fix/ticket-stats-state-name-clean branch from 09889f2 to 20f42fb Compare September 5, 2026 08:07
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