feat: org insights

apps/remix/app/components/filters/date-range-filter.tsx

@@ -0,0 +1,49 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+type DateRangeFilterProps = {
+  currentRange: string;
+};
+
+export const DateRangeFilter = ({ currentRange }: DateRangeFilterProps) => {
+  const { _ } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const handleRangeChange = (value: string) => {
+    startTransition(() => {
+      updateSearchParams({
+        dateRange: value,
+        page: 1,
+      });
+    });
+  };
+
+  return (
+    <div className="flex items-center gap-2">
+      <span className="text-sm font-medium">{_(msg`Time Range:`)}</span>
+      <Select value={currentRange} onValueChange={handleRangeChange} disabled={isPending}>
+        <SelectTrigger className="w-48">
+          <SelectValue />
+        </SelectTrigger>
+        <SelectContent>
+          <SelectItem value="last30days">{_(msg`Last 30 Days`)}</SelectItem>
+          <SelectItem value="last90days">{_(msg`Last 90 Days`)}</SelectItem>
+          <SelectItem value="lastYear">{_(msg`Last Year`)}</SelectItem>
+          <SelectItem value="allTime">{_(msg`All Time`)}</SelectItem>
+        </SelectContent>
+      </Select>
+    </div>
+  );
+};

apps/remix/app/components/tables/admin-organisation-overview-table.tsx

@@ -11,16 +11,20 @@ import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 import { Input } from '@documenso/ui/primitives/input';
 
-export type SigningVolume = {
+export type OrganisationOverview = {
-  id: number;
+  id: string;
   name: string;
   signingVolume: number;
   createdAt: Date;
   planId: string;
+  subscriptionStatus?: string;
+  isActive?: boolean;
+  teamCount?: number;
+  memberCount?: number;
 };
 
-type LeaderboardTableProps = {
+type OrganisationOverviewTableProps = {
-  signingVolume: SigningVolume[];
+  organisations: OrganisationOverview[];
   totalPages: number;
   perPage: number;
   page: number;
@@ -28,14 +32,14 @@ type LeaderboardTableProps = {
   sortOrder: 'asc' | 'desc';
 };
 
-export const AdminLeaderboardTable = ({
+export const AdminOrganisationOverviewTable = ({
-  signingVolume,
+  organisations,
   totalPages,
   perPage,
   page,
   sortBy,
   sortOrder,
-}: LeaderboardTableProps) => {
+}: OrganisationOverviewTableProps) => {
   const { _, i18n } = useLingui();
 
   const [isPending, startTransition] = useTransition();
@@ -69,15 +73,14 @@ export const AdminLeaderboardTable = ({
             <div>
               <a
                 className="text-primary underline"
-                href={`https://dashboard.stripe.com/subscriptions/${row.original.planId}`}
+                href={`/admin/organisation-insights/${row.original.id}`}
-                target="_blank"
               >
                 {row.getValue('name')}
               </a>
             </div>
           );
         },
-        size: 250,
+        size: 200,
       },
       {
         header: () => (
@@ -85,7 +88,7 @@ export const AdminLeaderboardTable = ({
             className="flex cursor-pointer items-center"
             onClick={() => handleColumnSort('signingVolume')}
           >
-            {_(msg`Signing Volume`)}
+            {_(msg`Document Volume`)}
             {sortBy === 'signingVolume' ? (
               sortOrder === 'asc' ? (
                 <ChevronUpIcon className="ml-2 h-4 w-4" />
@@ -99,6 +102,42 @@ export const AdminLeaderboardTable = ({
         ),
         accessorKey: 'signingVolume',
         cell: ({ row }) => <div>{Number(row.getValue('signingVolume'))}</div>,
+        size: 120,
+      },
+      {
+        header: () => {
+          return <div>{_(msg`Status`)}</div>;
+        },
+        accessorKey: 'subscriptionStatus',
+        cell: ({ row }) => {
+          const status = row.original.subscriptionStatus;
+          return (
+            <div
+              className={`inline-flex items-center rounded-full px-2 py-1 text-xs font-medium ${
+                status ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
+              }`}
+            >
+              {status || 'Free'}
+            </div>
+          );
+        },
+        size: 100,
+      },
+      {
+        header: () => {
+          return <div>{_(msg`Teams`)}</div>;
+        },
+        accessorKey: 'teamCount',
+        cell: ({ row }) => <div>{Number(row.original.teamCount) || 0}</div>,
+        size: 80,
+      },
+      {
+        header: () => {
+          return <div>{_(msg`Members`)}</div>;
+        },
+        accessorKey: 'memberCount',
+        cell: ({ row }) => <div>{Number(row.original.memberCount) || 0}</div>,
+        size: 80,
       },
       {
         header: () => {
@@ -122,8 +161,9 @@ export const AdminLeaderboardTable = ({
         },
         accessorKey: 'createdAt',
         cell: ({ row }) => i18n.date(row.original.createdAt),
+        size: 120,
       },
-    ] satisfies DataTableColumnDef<SigningVolume>[];
+    ] satisfies DataTableColumnDef<OrganisationOverview>[];
   }, [sortOrder, sortBy]);
 
   useEffect(() => {
@@ -169,13 +209,13 @@ export const AdminLeaderboardTable = ({
       <Input
         className="my-6 flex flex-row gap-4"
         type="text"
-        placeholder={_(msg`Search by name or email`)}
+        placeholder={_(msg`Search by organisation name`)}
         value={searchString}
         onChange={handleChange}
       />
       <DataTable
         columns={columns}
-        data={signingVolume}
+        data={organisations}
         perPage={perPage}
         currentPage={page}
         totalPages={totalPages}

apps/remix/app/components/tables/admin-organisations-table.tsx

@@ -100,6 +100,22 @@ export const AdminOrganisationsTable = ({
           </Badge>
         ),
       },
+      {
+        header: t`Status`,
+        cell: ({ row }) => {
+          const subscription = row.original.subscription;
+          const isPaid = subscription && subscription.status === 'ACTIVE';
+          return (
+            <div
+              className={`inline-flex items-center rounded-full px-2 py-1 text-xs font-medium ${
+                isPaid ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
+              }`}
+            >
+              {isPaid ? 'Paid' : 'Free'}
+            </div>
+          );
+        },
+      },
       {
         header: t`Subscription`,
         cell: ({ row }) =>

apps/remix/app/components/tables/organisation-insights-table.tsx

@@ -0,0 +1,251 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Archive, Building2, Loader, TrendingUp, Users } from 'lucide-react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { OrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
+
+type OrganisationInsightsTableProps = {
+  insights: OrganisationDetailedInsights;
+  page: number;
+  perPage: number;
+  dateRange: string;
+  view: 'teams' | 'users' | 'documents';
+};
+
+export const OrganisationInsightsTable = ({
+  insights,
+  page,
+  perPage,
+  dateRange,
+  view,
+}: OrganisationInsightsTableProps) => {
+  const { _, i18n } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const onPaginationChange = (newPage: number, newPerPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page: newPage,
+        perPage: newPerPage,
+      });
+    });
+  };
+
+  const handleViewChange = (newView: 'teams' | 'users' | 'documents') => {
+    startTransition(() => {
+      updateSearchParams({
+        view: newView,
+        page: 1,
+      });
+    });
+  };
+
+  const teamsColumns = [
+    {
+      header: _(msg`Team Name`),
+      accessorKey: 'name',
+      cell: ({ row }) => row.getValue('name'),
+    },
+    {
+      header: _(msg`Members`),
+      accessorKey: 'memberCount',
+      cell: ({ row }) => row.getValue('memberCount'),
+    },
+    {
+      header: _(msg`Documents`),
+      accessorKey: 'documentCount',
+      cell: ({ row }) => row.getValue('documentCount'),
+    },
+    {
+      header: _(msg`Created`),
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(row.getValue('createdAt')),
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.teams)[number]>[];
+
+  const usersColumns = [
+    {
+      header: _(msg`Name`),
+      accessorKey: 'name',
+      cell: ({ row }) => row.getValue('name') || row.getValue('email'),
+    },
+    {
+      header: _(msg`Email`),
+      accessorKey: 'email',
+      cell: ({ row }) => row.getValue('email'),
+    },
+    {
+      header: _(msg`Documents Created`),
+      accessorKey: 'documentCount',
+      cell: ({ row }) => row.getValue('documentCount'),
+    },
+    {
+      header: _(msg`Documents Signed`),
+      accessorKey: 'signedDocumentCount',
+      cell: ({ row }) => row.getValue('signedDocumentCount'),
+    },
+    {
+      header: _(msg`Joined`),
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(row.getValue('createdAt')),
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.users)[number]>[];
+
+  const documentsColumns = [
+    {
+      header: _(msg`Title`),
+      accessorKey: 'title',
+      cell: ({ row }) => row.getValue('title'),
+    },
+    {
+      header: _(msg`Status`),
+      accessorKey: 'status',
+      cell: ({ row }) => row.getValue('status'),
+    },
+    {
+      header: _(msg`Team`),
+      accessorKey: 'teamName',
+      cell: ({ row }) => row.getValue('teamName'),
+    },
+    {
+      header: _(msg`Created`),
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(row.getValue('createdAt')),
+    },
+    {
+      header: _(msg`Completed`),
+      accessorKey: 'completedAt',
+      cell: ({ row }) => {
+        const completedAt = row.getValue('completedAt') as Date | null;
+
+        return completedAt ? i18n.date(completedAt) : '-';
+      },
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.documents)[number]>[];
+
+  const getCurrentData = (): unknown[] => {
+    switch (view) {
+      case 'teams':
+        return insights.teams;
+      case 'users':
+        return insights.users;
+      case 'documents':
+        return insights.documents;
+      default:
+        return [];
+    }
+  };
+
+  const getCurrentColumns = (): DataTableColumnDef<unknown>[] => {
+    switch (view) {
+      case 'teams':
+        return teamsColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'users':
+        return usersColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'documents':
+        return documentsColumns as unknown as DataTableColumnDef<unknown>[];
+      default:
+        return [];
+    }
+  };
+
+  const SummaryCard = ({
+    icon: Icon,
+    title,
+    value,
+    subtitle,
+  }: {
+    icon: React.ComponentType<{ className?: string }>;
+    title: string;
+    value: number;
+    subtitle?: string;
+  }) => (
+    <div className="bg-card rounded-lg border p-4">
+      <div className="flex items-center space-x-2">
+        <Icon className="text-muted-foreground h-5 w-5" />
+        <div className="flex-1">
+          <p className="text-muted-foreground text-sm font-medium">{title}</p>
+          <p className="text-2xl font-bold">{value}</p>
+          {subtitle && <p className="text-muted-foreground text-xs">{subtitle}</p>}
+        </div>
+      </div>
+    </div>
+  );
+
+  return (
+    <div className="relative">
+      {insights.summary && (
+        <div className="mb-6 grid grid-cols-2 gap-4 md:grid-cols-4">
+          <SummaryCard icon={Building2} title={_(msg`Teams`)} value={insights.summary.totalTeams} />
+          <SummaryCard icon={Users} title={_(msg`Members`)} value={insights.summary.totalMembers} />
+          <SummaryCard
+            icon={TrendingUp}
+            title={_(msg`Volume (Period)`)}
+            value={insights.summary.volumeThisPeriod}
+            subtitle={_(msg`This time range`)}
+          />
+          <SummaryCard
+            icon={Archive}
+            title={_(msg`Volume (All Time)`)}
+            value={insights.summary.volumeAllTime}
+            subtitle={_(msg`Total completed`)}
+          />
+        </div>
+      )}
+
+      <div className="mb-6 flex items-center justify-between">
+        <div className="flex gap-2">
+          <Button
+            variant={view === 'teams' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('teams')}
+            disabled={isPending}
+          >
+            {_(msg`Teams`)}
+          </Button>
+          <Button
+            variant={view === 'users' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('users')}
+            disabled={isPending}
+          >
+            {_(msg`Users`)}
+          </Button>
+          <Button
+            variant={view === 'documents' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('documents')}
+            disabled={isPending}
+          >
+            {_(msg`Documents`)}
+          </Button>
+        </div>
+        <DateRangeFilter currentRange={dateRange} />
+      </div>
+
+      <DataTable<unknown, unknown>
+        columns={getCurrentColumns()}
+        data={getCurrentData()}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={insights.totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

apps/remix/app/routes/_authenticated+/admin+/_layout.tsx

@@ -114,13 +114,13 @@ export default function AdminLayout() {
             variant="ghost"
             className={cn(
               'justify-start md:w-full',
-              pathname?.startsWith('/admin/leaderboard') && 'bg-secondary',
+              pathname?.startsWith('/admin/org-insights') && 'bg-secondary',
             )}
             asChild
           >
-            <Link to="/admin/leaderboard">
+            <Link to="/admin/org-insights">
               <Trophy className="mr-2 h-5 w-5" />
-              <Trans>Leaderboard</Trans>
+              <Trans>Organisation Insights</Trans>
             </Link>
           </Button>
 

apps/remix/app/routes/_authenticated+/admin+/org-insights.tsx

@@ -1,13 +1,14 @@
 import { Trans } from '@lingui/react/macro';
 
-import { getSigningVolume } from '@documenso/lib/server-only/admin/get-signing-volume';
+import { getOrganisationInsights } from '@documenso/lib/server-only/admin/get-signing-volume';
 
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
 import {
-  AdminLeaderboardTable,
+  AdminOrganisationOverviewTable,
-  type SigningVolume,
+  type OrganisationOverview,
-} from '~/components/tables/admin-leaderboard-table';
+} from '~/components/tables/admin-organisation-overview-table';
 
-import type { Route } from './+types/leaderboard';
+import type { Route } from './+types/org-insights';
 
 export async function loader({ request }: Route.LoaderArgs) {
   const url = new URL(request.url);
@@ -27,44 +28,58 @@ export async function loader({ request }: Route.LoaderArgs) {
   const page = Number(url.searchParams.get('page')) || 1;
   const perPage = Number(url.searchParams.get('perPage')) || 10;
   const search = url.searchParams.get('search') || '';
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as
+    | 'last30days'
+    | 'last90days'
+    | 'lastYear'
+    | 'allTime';
 
-  const { leaderboard, totalPages } = await getSigningVolume({
+  const { organisations, totalPages } = await getOrganisationInsights({
     search,
     page,
     perPage,
     sortBy,
     sortOrder,
+    dateRange,
   });
 
-  const typedSigningVolume: SigningVolume[] = leaderboard.map((item) => ({
+  const typedOrganisations: OrganisationOverview[] = organisations.map((item) => ({
-    ...item,
+    id: String(item.id),
     name: item.name || '',
+    signingVolume: item.signingVolume,
     createdAt: item.createdAt || new Date(),
+    planId: item.customerId || '',
+    subscriptionStatus: item.subscriptionStatus,
+    teamCount: item.teamCount || 0,
+    memberCount: item.memberCount || 0,
   }));
 
   return {
-    signingVolume: typedSigningVolume,
+    organisations: typedOrganisations,
     totalPages,
     page,
     perPage,
     sortBy,
     sortOrder,
+    dateRange,
   };
 }
 
-export default function Leaderboard({ loaderData }: Route.ComponentProps) {
+export default function Organisations({ loaderData }: Route.ComponentProps) {
-  const { signingVolume, totalPages, page, perPage, sortBy, sortOrder } = loaderData;
+  const { organisations, totalPages, page, perPage, sortBy, sortOrder, dateRange } = loaderData;
 
   return (
     <div>
-      <div className="flex items-center">
+      <div className="flex items-center justify-between">
         <h2 className="text-4xl font-semibold">
-          <Trans>Signing Volume</Trans>
+          <Trans>Organisation Insights</Trans>
         </h2>
+        <DateRangeFilter currentRange={dateRange} />
       </div>
+
       <div className="mt-8">
-        <AdminLeaderboardTable
+        <AdminOrganisationOverviewTable
-          signingVolume={signingVolume}
+          organisations={organisations}
           totalPages={totalPages}
           page={page}
           perPage={perPage}

apps/remix/app/routes/_authenticated+/admin+/organisation-insights.$id.tsx

@@ -0,0 +1,61 @@
+import { Trans } from '@lingui/react/macro';
+
+import { getOrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+
+import { OrganisationInsightsTable } from '~/components/tables/organisation-insights-table';
+
+import type { Route } from './+types/organisation-insights.$id';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { id } = params;
+  const url = new URL(request.url);
+
+  const page = Number(url.searchParams.get('page')) || 1;
+  const perPage = Number(url.searchParams.get('perPage')) || 10;
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as
+    | 'last30days'
+    | 'last90days'
+    | 'lastYear'
+    | 'allTime';
+  const view = (url.searchParams.get('view') || 'teams') as 'teams' | 'users' | 'documents';
+
+  const insights = await getOrganisationDetailedInsights({
+    organisationId: id,
+    page,
+    perPage,
+    dateRange,
+    view,
+  });
+
+  return {
+    organisationId: id,
+    insights,
+    page,
+    perPage,
+    dateRange,
+    view,
+  };
+}
+
+export default function OrganisationInsights({ loaderData }: Route.ComponentProps) {
+  const { organisationId, insights, page, perPage, dateRange, view } = loaderData;
+
+  return (
+    <div>
+      <div className="flex items-center justify-between">
+        <h2 className="text-4xl font-semibold">
+          <Trans>Organisation Insights</Trans>
+        </h2>
+      </div>
+      <div className="mt-8">
+        <OrganisationInsightsTable
+          insights={insights}
+          page={page}
+          perPage={perPage}
+          dateRange={dateRange}
+          view={view}
+        />
+      </div>
+    </div>
+  );
+}

packages/lib/server-only/admin/get-organisation-detailed-insights.ts

@@ -0,0 +1,301 @@
+import type { DocumentStatus } from '@prisma/client';
+
+import { kyselyPrisma, sql } from '@documenso/prisma';
+
+export type OrganisationSummary = {
+  totalTeams: number;
+  totalMembers: number;
+  totalDocuments: number;
+  activeDocuments: number;
+  completedDocuments: number;
+  volumeThisPeriod: number;
+  volumeAllTime: number;
+};
+
+export type OrganisationDetailedInsights = {
+  teams: TeamInsights[];
+  users: UserInsights[];
+  documents: DocumentInsights[];
+  totalPages: number;
+  summary?: OrganisationSummary;
+};
+
+export type TeamInsights = {
+  id: number;
+  name: string;
+  memberCount: number;
+  documentCount: number;
+  createdAt: Date;
+};
+
+export type UserInsights = {
+  id: number;
+  name: string;
+  email: string;
+  documentCount: number;
+  signedDocumentCount: number;
+  createdAt: Date;
+};
+
+export type DocumentInsights = {
+  id: string;
+  title: string;
+  status: DocumentStatus;
+  teamName: string;
+  createdAt: Date;
+  completedAt: Date | null;
+};
+
+export type GetOrganisationDetailedInsightsOptions = {
+  organisationId: string;
+  page?: number;
+  perPage?: number;
+  dateRange?: 'last30days' | 'last90days' | 'lastYear' | 'allTime';
+  view: 'teams' | 'users' | 'documents';
+};
+
+export async function getOrganisationDetailedInsights({
+  organisationId,
+  page = 1,
+  perPage = 10,
+  dateRange = 'last30days',
+  view,
+}: GetOrganisationDetailedInsightsOptions): Promise<OrganisationDetailedInsights> {
+  const offset = Math.max(page - 1, 0) * perPage;
+
+  let dateFilter = sql``;
+  const now = new Date();
+
+  switch (dateRange) {
+    case 'last30days': {
+      const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+      dateFilter = sql`AND d."createdAt" >= ${thirtyDaysAgo}`;
+      break;
+    }
+    case 'last90days': {
+      const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
+      dateFilter = sql`AND d."createdAt" >= ${ninetyDaysAgo}`;
+      break;
+    }
+    case 'lastYear': {
+      const oneYearAgo = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
+      dateFilter = sql`AND d."createdAt" >= ${oneYearAgo}`;
+      break;
+    }
+    case 'allTime':
+    default:
+      dateFilter = sql``;
+      break;
+  }
+
+  // Get organisation summary metrics
+  const summaryData = await getOrganisationSummary(organisationId, dateFilter);
+
+  const viewData = await (async () => {
+    switch (view) {
+      case 'teams':
+        return await getTeamInsights(organisationId, offset, perPage, dateFilter);
+      case 'users':
+        return await getUserInsights(organisationId, offset, perPage, dateFilter);
+      case 'documents':
+        return await getDocumentInsights(organisationId, offset, perPage, dateFilter);
+      default:
+        throw new Error(`Invalid view: ${view}`);
+    }
+  })();
+
+  return {
+    ...viewData,
+    summary: summaryData,
+  };
+}
+
+async function getTeamInsights(
+  organisationId: string,
+  offset: number,
+  perPage: number,
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  dateFilter: any,
+): Promise<OrganisationDetailedInsights> {
+  const teamsQuery = kyselyPrisma.$kysely
+    .selectFrom('Team as t')
+    .leftJoin('Document as d', (join) =>
+      join.onRef('t.id', '=', 'd.teamId').on('d.deletedAt', 'is', null),
+    )
+    .where('t.organisationId', '=', organisationId)
+    .select([
+      't.id as id',
+      't.name as name',
+      't.createdAt as createdAt',
+      sql<number>`0`.as('memberCount'),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.id IS NOT NULL ${dateFilter} THEN d.id END)`.as(
+        'documentCount',
+      ),
+    ])
+    .groupBy(['t.id', 't.name', 't.createdAt'])
+    .orderBy('documentCount', 'desc')
+    .limit(perPage)
+    .offset(offset);
+
+  const countQuery = kyselyPrisma.$kysely
+    .selectFrom('Team as t')
+    .where('t.organisationId', '=', organisationId)
+    .select(({ fn }) => [fn.countAll().as('count')]);
+
+  const [teams, countResult] = await Promise.all([teamsQuery.execute(), countQuery.execute()]);
+  const count = Number(countResult[0]?.count || 0);
+
+  return {
+    teams: teams as TeamInsights[],
+    users: [],
+    documents: [],
+    totalPages: Math.ceil(Number(count) / perPage),
+  };
+}
+
+async function getUserInsights(
+  organisationId: string,
+  offset: number,
+  perPage: number,
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any, unused-imports/no-unused-vars
+  _dateFilter: any,
+): Promise<OrganisationDetailedInsights> {
+  const usersQuery = kyselyPrisma.$kysely
+    .selectFrom('OrganisationMember as om')
+    .innerJoin('User as u', 'u.id', 'om.userId')
+    .where('om.organisationId', '=', organisationId)
+    .select([
+      'u.id as id',
+      'u.name as name',
+      'u.email as email',
+      'u.createdAt as createdAt',
+      sql<number>`0`.as('documentCount'),
+      sql<number>`0`.as('signedDocumentCount'),
+    ])
+    .groupBy(['u.id', 'u.name', 'u.email', 'u.createdAt'])
+    .orderBy('u.createdAt', 'desc')
+    .limit(perPage)
+    .offset(offset);
+
+  const countQuery = kyselyPrisma.$kysely
+    .selectFrom('OrganisationMember as om')
+    .innerJoin('User as u', 'u.id', 'om.userId')
+    .where('om.organisationId', '=', organisationId)
+    .select(({ fn }) => [fn.countAll().as('count')]);
+
+  const [users, countResult] = await Promise.all([usersQuery.execute(), countQuery.execute()]);
+  const count = Number(countResult[0]?.count || 0);
+
+  return {
+    teams: [],
+    users: users as UserInsights[],
+    documents: [],
+    totalPages: Math.ceil(Number(count) / perPage),
+  };
+}
+
+async function getDocumentInsights(
+  organisationId: string,
+  offset: number,
+  perPage: number,
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  dateFilter: any,
+): Promise<OrganisationDetailedInsights> {
+  let documentsQuery = kyselyPrisma.$kysely
+    .selectFrom('Document as d')
+    .innerJoin('Team as t', 'd.teamId', 't.id')
+    .where('t.organisationId', '=', organisationId)
+    .where('d.deletedAt', 'is', null);
+
+  // Apply date filter if it's not empty (which means all time)
+  if (dateFilter && dateFilter.sql && dateFilter.sql !== '') {
+    documentsQuery = documentsQuery.where(sql`${dateFilter}`);
+  }
+
+  documentsQuery = documentsQuery
+    .select([
+      'd.id as id',
+      'd.title as title',
+      'd.status as status',
+      'd.createdAt as createdAt',
+      'd.completedAt as completedAt',
+      't.name as teamName',
+    ])
+    .orderBy('d.createdAt', 'desc')
+    .limit(perPage)
+    .offset(offset);
+
+  let countQuery = kyselyPrisma.$kysely
+    .selectFrom('Document as d')
+    .innerJoin('Team as t', 'd.teamId', 't.id')
+    .where('t.organisationId', '=', organisationId)
+    .where('d.deletedAt', 'is', null);
+
+  // Apply same date filter to count query
+  if (dateFilter && dateFilter.sql && dateFilter.sql !== '') {
+    countQuery = countQuery.where(sql`${dateFilter}`);
+  }
+
+  countQuery = countQuery.select(({ fn }) => [fn.countAll().as('count')]);
+
+  const [documents, countResult] = await Promise.all([
+    documentsQuery.execute(),
+    countQuery.execute(),
+  ]);
+
+  const count = Number((countResult[0] as { count: number })?.count || 0);
+
+  return {
+    teams: [],
+    users: [],
+    documents: documents.map((doc) => ({
+      ...doc,
+      id: String((doc as { id: number }).id),
+    })) as DocumentInsights[],
+    totalPages: Math.ceil(Number(count) / perPage),
+  };
+}
+
+async function getOrganisationSummary(
+  organisationId: string,
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  dateFilter: any,
+): Promise<OrganisationSummary> {
+  const summaryQuery = kyselyPrisma.$kysely
+    .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
+    .leftJoin('OrganisationMember as om', 'o.id', 'om.organisationId')
+    .leftJoin('Document as d', (join) =>
+      join.onRef('t.id', '=', 'd.teamId').on('d.deletedAt', 'is', null),
+    )
+    .where('o.id', '=', organisationId)
+    .select([
+      sql<number>`COUNT(DISTINCT t.id)`.as('totalTeams'),
+      sql<number>`COUNT(DISTINCT om."userId")`.as('totalMembers'),
+      sql<number>`COUNT(DISTINCT d.id)`.as('totalDocuments'),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.status IN ('DRAFT', 'PENDING') THEN d.id END)`.as(
+        'activeDocuments',
+      ),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.status = 'COMPLETED' THEN d.id END)`.as(
+        'completedDocuments',
+      ),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.id IS NOT NULL AND d.status = 'COMPLETED' ${dateFilter} THEN d.id END)`.as(
+        'volumeThisPeriod',
+      ),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.status = 'COMPLETED' THEN d.id END)`.as(
+        'volumeAllTime',
+      ),
+    ]);
+
+  const result = await summaryQuery.executeTakeFirst();
+
+  return {
+    totalTeams: Math.max(Number(result?.totalTeams || 0), 1),
+    totalMembers: Number(result?.totalMembers || 0),
+    totalDocuments: Number(result?.totalDocuments || 0),
+    activeDocuments: Number(result?.activeDocuments || 0),
+    completedDocuments: Number(result?.completedDocuments || 0),
+    volumeThisPeriod: Number(result?.volumeThisPeriod || 0),
+    volumeAllTime: Number(result?.volumeAllTime || 0),
+  };
+}

packages/lib/server-only/admin/get-signing-volume.ts

@@ -1,13 +1,16 @@
-import { DocumentStatus, SubscriptionStatus } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
 
-export type SigningVolume = {
+export type OrganisationInsights = {
   id: number;
   name: string;
   signingVolume: number;
   createdAt: Date;
-  planId: string;
+  customerId: string | null;
+  subscriptionStatus?: string;
+  teamCount?: number;
+  memberCount?: number;
 };
 
 export type GetSigningVolumeOptions = {
@@ -28,8 +31,7 @@ export async function getSigningVolume({
   const offset = Math.max(page - 1, 0) * perPage;
 
   let findQuery = kyselyPrisma.$kysely
-    .selectFrom('Subscription as s')
+    .selectFrom('Organisation as o')
-    .innerJoin('Organisation as o', 's.organisationId', 'o.id')
     .leftJoin('Team as t', 'o.id', 't.organisationId')
     .leftJoin('Document as d', (join) =>
       join
@@ -37,18 +39,17 @@ export async function getSigningVolume({
         .on('d.status', '=', sql.lit(DocumentStatus.COMPLETED))
         .on('d.deletedAt', 'is', null),
     )
-    .where(sql`s.status = ${SubscriptionStatus.ACTIVE}::"SubscriptionStatus"`)
     .where((eb) =>
       eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
     )
     .select([
-      's.id as id',
+      'o.id as id',
-      's.createdAt as createdAt',
+      'o.createdAt as createdAt',
-      's.planId as planId',
+      'o.customerId as customerId',
       sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
       sql<number>`COUNT(DISTINCT d.id)`.as('signingVolume'),
     ])
-    .groupBy(['s.id', 'o.name']);
+    .groupBy(['o.id', 'o.name', 'o.customerId']);
 
   switch (sortBy) {
     case 'name':
@@ -67,10 +68,8 @@ export async function getSigningVolume({
   findQuery = findQuery.limit(perPage).offset(offset);
 
   const countQuery = kyselyPrisma.$kysely
-    .selectFrom('Subscription as s')
+    .selectFrom('Organisation as o')
-    .innerJoin('Organisation as o', 's.organisationId', 'o.id')
     .leftJoin('Team as t', 'o.id', 't.organisationId')
-    .where(sql`s.status = ${SubscriptionStatus.ACTIVE}::"SubscriptionStatus"`)
     .where((eb) =>
       eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
     )
@@ -79,7 +78,116 @@ export async function getSigningVolume({
   const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
 
   return {
-    leaderboard: results,
+    organisations: results,
+    totalPages: Math.ceil(Number(count) / perPage),
+  };
+}
+
+export type GetOrganisationInsightsOptions = GetSigningVolumeOptions & {
+  dateRange?: 'last30days' | 'last90days' | 'lastYear' | 'allTime';
+  startDate?: Date;
+  endDate?: Date;
+};
+
+export async function getOrganisationInsights({
+  search = '',
+  page = 1,
+  perPage = 10,
+  sortBy = 'signingVolume',
+  sortOrder = 'desc',
+  dateRange = 'last30days',
+  startDate,
+  endDate,
+}: GetOrganisationInsightsOptions) {
+  const offset = Math.max(page - 1, 0) * perPage;
+
+  const now = new Date();
+  let dateCondition = sql`1=1`;
+
+  if (startDate && endDate) {
+    dateCondition = sql`d."createdAt" >= ${startDate} AND d."createdAt" <= ${endDate}`;
+  } else {
+    switch (dateRange) {
+      case 'last30days': {
+        const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
+        dateCondition = sql`d."createdAt" >= ${thirtyDaysAgo}`;
+        break;
+      }
+      case 'last90days': {
+        const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
+        dateCondition = sql`d."createdAt" >= ${ninetyDaysAgo}`;
+        break;
+      }
+      case 'lastYear': {
+        const oneYearAgo = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
+        dateCondition = sql`d."createdAt" >= ${oneYearAgo}`;
+        break;
+      }
+      case 'allTime':
+      default:
+        dateCondition = sql`1=1`;
+        break;
+    }
+  }
+
+  let findQuery = kyselyPrisma.$kysely
+    .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
+    .leftJoin('Document as d', (join) =>
+      join
+        .onRef('t.id', '=', 'd.teamId')
+        .on('d.status', '=', sql.lit(DocumentStatus.COMPLETED))
+        .on('d.deletedAt', 'is', null),
+    )
+    .leftJoin('OrganisationMember as om', 'o.id', 'om.organisationId')
+    .leftJoin('Subscription as s', 'o.id', 's.organisationId')
+    .where((eb) =>
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
+    )
+    .select([
+      'o.id as id',
+      'o.createdAt as createdAt',
+      'o.customerId as customerId',
+      sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
+      sql<number>`COUNT(DISTINCT CASE WHEN d.id IS NOT NULL AND ${dateCondition} THEN d.id END)`.as(
+        'signingVolume',
+      ),
+      sql<number>`GREATEST(COUNT(DISTINCT t.id), 1)`.as('teamCount'),
+      sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
+      sql<string>`CASE WHEN s.status IS NOT NULL THEN s.status ELSE NULL END`.as(
+        'subscriptionStatus',
+      ),
+    ])
+    .groupBy(['o.id', 'o.name', 'o.customerId', 's.status']);
+
+  switch (sortBy) {
+    case 'name':
+      findQuery = findQuery.orderBy('name', sortOrder);
+      break;
+    case 'createdAt':
+      findQuery = findQuery.orderBy('createdAt', sortOrder);
+      break;
+    case 'signingVolume':
+      findQuery = findQuery.orderBy('signingVolume', sortOrder);
+      break;
+    default:
+      findQuery = findQuery.orderBy('signingVolume', 'desc');
+  }
+
+  findQuery = findQuery.limit(perPage).offset(offset);
+
+  const countQuery = kyselyPrisma.$kysely
+    .selectFrom('Organisation as o')
+    .leftJoin('Team as t', 'o.id', 't.organisationId')
+    .where((eb) =>
+      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
+    )
+    .select(({ fn }) => [fn.countAll().as('count')]);
+
+  const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
+
+  return {
+    organisations: results,
     totalPages: Math.ceil(Number(count) / perPage),
   };
 }