Track when we skip merging due to DoNotMerge (#3938)

Add some more nuanced tracking that takes into account the DoNotMerge flag and the New state of collections.

---

#### Does this PR need a docs update or release note?

- [ ] ✅ Yes, it's included
- [ ] 🕐 Yes, but in a later PR
- [x] ⛔ No

#### Type of change

- [ ] 🌻 Feature
- [ ] 🐛 Bugfix
- [ ] 🗺️ Documentation
- [x] 🤖 Supportability/Tests
- [ ] 💻 CI/Deployment
- [x] 🧹 Tech Debt/Cleanup

#### Issue(s)

* #3929

#### Test Plan

- [x] 💪 Manual
- [ ] ⚡ Unit test
- [ ] 💚 E2E

src/internal/kopia/upload.go

@@ -897,6 +897,8 @@ func traverseBaseDir(
 		currentPath = currentPath.Append(dirName)
 	}
 
+	var explicitMention bool
+
 	if upb, ok := updatedPaths[oldDirPath.String()]; ok {
 		// This directory was deleted.
 		if upb == nil {
@@ -908,21 +910,16 @@ func traverseBaseDir(
 			// unchanged) location is in upb.
 			currentPath = upb.ToBuilder()
 
-			if oldDirPath.String() == currentPath.String() {
+			// Below we check if the collection was marked as new or DoNotMerge which
-				stats.Inc(statNoMove)
+			// disables merging behavior. That means we can't directly update stats
-			} else {
+			// here else we'll miss delta token refreshes and whatnot. Instead note
-				stats.Inc(statMove)
+			// that we did see the path explicitly so it's not counted as a recursive
+			// operation.
+			explicitMention = true
 		}
-		}
+	} else if currentPath == nil {
-	} else {
 		// Just stats tracking stuff.
-		if currentPath == nil {
 		stats.Inc(statRecursiveDel)
-		} else if oldDirPath.String() == currentPath.String() {
-			stats.Inc(statNoMove)
-		} else {
-			stats.Inc(statRecursiveMove)
-		}
 	}
 
 	ctx = clues.Add(ctx, "new_path", currentPath)
@@ -981,9 +978,20 @@ func traverseBaseDir(
 		// directories. The expected usecase for this is delta token expiry in M365.
 		if node.collection != nil &&
 			(node.collection.DoNotMergeItems() || node.collection.State() == data.NewState) {
+			stats.Inc(statSkipMerge)
+
 			return nil
 		}
 
+		// Just stats tracking stuff.
+		if oldDirPath.String() == currentPath.String() {
+			stats.Inc(statNoMove)
+		} else if explicitMention {
+			stats.Inc(statMove)
+		} else {
+			stats.Inc(statRecursiveMove)
+		}
+
 		curP, err := path.FromDataLayerPath(currentPath.String(), false)
 		if err != nil {
 			return clues.New("converting current path to path.Path").WithClues(ctx)
@@ -1037,6 +1045,9 @@ const (
 	// statRecursiveDel denotes a directory that was deleted because one or more
 	// of its ancestors was deleted and it wasn't explicitly mentioned.
 	statRecursiveDel = "directories_recursively_deleted"
+	// statSkipMerge denotes the number of directories that weren't merged because
+	// they were marked either DoNotMerge or New.
+	statSkipMerge = "directories_skipped_merging"
 )
 
 func inflateBaseTree(
@@ -1130,7 +1141,8 @@ func inflateBaseTree(
 			statMove, stats.Get(statMove),
 			statRecursiveMove, stats.Get(statRecursiveMove),
 			statDel, stats.Get(statDel),
-			statRecursiveDel, stats.Get(statRecursiveDel))
+			statRecursiveDel, stats.Get(statRecursiveDel),
+			statSkipMerge, stats.Get(statSkipMerge))
 	}
 
 	return nil