feat(team): add team analytics dashboard

Add a team document-usage dashboard at /t/:teamUrl/analytics for team admins and managers,
behind the NEXT_PUBLIC_FEATURE_TEAM_ANALYTICS_ENABLED rollout flag (enabled by default, set to
"false" to gate it off).

Backend:
- getTeamAnalytics Kysely query over team-produced documents across all folders, with exact
  COUNT(*) (no STATS_COUNT_CAP). Each metric uses its own date axis: Sent/Draft/Pending by
  createdAt, Completed by Envelope.completedAt, Declined by the DOCUMENT_RECIPIENT_REJECTED
  audit-log timestamp.
- resolveAnalyticsPeriod turns calendar presets into half-open [start, end) ranges in the
  viewer's timezone, falling back to UTC.
- team.getAnalytics tRPC route gated to ADMIN/MANAGER.

Frontend:
- Standalone /t/:teamUrl/analytics route whose loader gates the flag and role, silently
  redirecting members to documents.
- Headline metrics and compact stat tiles, a member multiselect filter, a calendar-preset
  period selector, and an empty state.
- Role- and flag-gated nav entries in the desktop and mobile navigation.

Tests:
- Unit tests for the period resolver (timezone and preset boundaries).
- Integration/E2E tests for the query semantics (date axes, audit-log decline, all-folders
  aggregation, sender attribution), access control, filters and the empty state.
This commit is contained in:
ephraimduncan
2026-05-29 13:52:29 +00:00
parent 22ceff43e3
commit ae07df6061
14 changed files with 1002 additions and 3 deletions
@@ -1,7 +1,9 @@
import LogoImage from '@documenso/assets/logo.png';
import { authClient } from '@documenso/auth/client';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { IS_TEAM_ANALYTICS_ENABLED } from '@documenso/lib/constants/app';
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
@@ -57,7 +59,7 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
];
}
return [
const links = [
{
href: `/t/${teamUrl}/documents`,
text: t`Documents`,
@@ -66,6 +68,20 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
href: `/t/${teamUrl}/templates`,
text: t`Templates`,
},
];
if (
currentTeam &&
IS_TEAM_ANALYTICS_ENABLED() &&
canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole)
) {
links.push({
href: `/t/${currentTeam.url}/analytics`,
text: t`Analytics`,
});
}
links.push(
{
href: '/inbox',
text: t`Inbox`,
@@ -74,7 +90,9 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
href: '/settings/profile',
text: t`Settings`,
},
];
);
return links;
}, [currentTeam, organisations]);
return (