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
@@ -0,0 +1,84 @@
import { DateTime } from 'luxon';
import { match } from 'ts-pattern';
import { z } from 'zod';
/**
* Calendar period presets for the team analytics dashboard. Each resolves to a
* half-open `[start, end)` instant range in the viewer's timezone.
*
* Pure (zod + luxon, no Prisma) so it can be unit-tested without a database and
* shared with the request schema without pulling server-only code anywhere it
* should not go.
*/
export const ZAnalyticsPeriodSchema = z.enum([
'week',
'month',
'quarter',
'year',
'lastMonth',
'last7Days',
'last30Days',
]);
export type AnalyticsPeriod = z.infer<typeof ZAnalyticsPeriodSchema>;
export const DEFAULT_ANALYTICS_PERIOD: AnalyticsPeriod = 'month';
export type AnalyticsPeriodRange = {
start: Date;
end: Date;
};
/**
* Resolve a calendar preset into a half-open `[start, end)` instant range,
* anchored to the viewer's timezone.
*
* Falls back to UTC when the zone is missing or invalid so boundaries never
* silently drift to the server's local zone.
*/
export const resolveAnalyticsPeriod = ({
period,
timezone,
}: {
period: AnalyticsPeriod;
timezone?: string;
}): AnalyticsPeriodRange => {
const zoned = DateTime.now().setZone(timezone ?? 'utc');
const now = zoned.isValid ? zoned : DateTime.now().setZone('utc');
const { start, end } = match(period)
.with('week', () => ({
start: now.startOf('week'),
end: now.startOf('week').plus({ weeks: 1 }),
}))
.with('month', () => ({
start: now.startOf('month'),
end: now.startOf('month').plus({ months: 1 }),
}))
.with('quarter', () => ({
start: now.startOf('quarter'),
end: now.startOf('quarter').plus({ quarters: 1 }),
}))
.with('year', () => ({
start: now.startOf('year'),
end: now.startOf('year').plus({ years: 1 }),
}))
.with('lastMonth', () => ({
start: now.startOf('month').minus({ months: 1 }),
end: now.startOf('month'),
}))
.with('last7Days', () => ({
start: now.startOf('day').minus({ days: 6 }),
end: now.startOf('day').plus({ days: 1 }),
}))
.with('last30Days', () => ({
start: now.startOf('day').minus({ days: 29 }),
end: now.startOf('day').plus({ days: 1 }),
}))
.exhaustive();
return {
start: start.toJSDate(),
end: end.toJSDate(),
};
};