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feat: org insights (#1937)
This commit is contained in:
Ephraim Duncan
GitHub
@ -0,0 +1,363 @@
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import type { DocumentStatus } from '@prisma/client';
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import { EnvelopeType } from '@prisma/client';
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import type { DateRange } from '@documenso/lib/types/search-params';
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import { kyselyPrisma, sql } from '@documenso/prisma';
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export type OrganisationSummary = {
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totalTeams: number;
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totalMembers: number;
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totalDocuments: number;
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activeDocuments: number;
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completedDocuments: number;
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volumeThisPeriod: number;
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volumeAllTime: number;
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};
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export type OrganisationDetailedInsights = {
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teams: TeamInsights[];
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users: UserInsights[];
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documents: DocumentInsights[];
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totalPages: number;
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summary?: OrganisationSummary;
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};
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export type TeamInsights = {
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id: number;
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name: string;
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memberCount: number;
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documentCount: number;
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createdAt: Date;
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};
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export type UserInsights = {
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id: number;
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name: string;
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email: string;
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documentCount: number;
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signedDocumentCount: number;
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createdAt: Date;
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};
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export type DocumentInsights = {
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id: string;
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title: string;
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status: DocumentStatus;
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teamName: string;
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createdAt: Date;
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completedAt: Date | null;
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};
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export type GetOrganisationDetailedInsightsOptions = {
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organisationId: string;
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page?: number;
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perPage?: number;
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dateRange?: DateRange;
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view: 'teams' | 'users' | 'documents';
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};
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export async function getOrganisationDetailedInsights({
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organisationId,
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page = 1,
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perPage = 10,
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dateRange = 'last30days',
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view,
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}: GetOrganisationDetailedInsightsOptions): Promise<OrganisationDetailedInsights> {
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const offset = Math.max(page - 1, 0) * perPage;
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const now = new Date();
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let createdAtFrom: Date | null = null;
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switch (dateRange) {
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case 'last30days': {
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createdAtFrom = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
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break;
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}
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case 'last90days': {
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createdAtFrom = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
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break;
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}
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case 'lastYear': {
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createdAtFrom = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
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break;
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}
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case 'allTime':
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default:
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createdAtFrom = null;
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break;
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}
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const summaryData = await getOrganisationSummary(organisationId, createdAtFrom);
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const viewData = await (async () => {
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switch (view) {
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case 'teams':
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return await getTeamInsights(organisationId, offset, perPage, createdAtFrom);
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case 'users':
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return await getUserInsights(organisationId, offset, perPage, createdAtFrom);
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case 'documents':
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return await getDocumentInsights(organisationId, offset, perPage, createdAtFrom);
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default:
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throw new Error(`Invalid view: ${view}`);
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}
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})();
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return {
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...viewData,
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summary: summaryData,
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};
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}
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async function getTeamInsights(
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organisationId: string,
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offset: number,
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perPage: number,
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createdAtFrom: Date | null,
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): Promise<OrganisationDetailedInsights> {
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const teamsQuery = kyselyPrisma.$kysely
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.selectFrom('Team as t')
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.leftJoin('Envelope as e', (join) =>
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join
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.onRef('t.id', '=', 'e.teamId')
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.on('e.deletedAt', 'is', null)
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.on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
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)
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.leftJoin('TeamGroup as tg', 'tg.teamId', 't.id')
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.leftJoin('OrganisationGroup as og', 'og.id', 'tg.organisationGroupId')
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.leftJoin('OrganisationGroupMember as ogm', 'ogm.groupId', 'og.id')
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.leftJoin('OrganisationMember as om', 'om.id', 'ogm.organisationMemberId')
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.where('t.organisationId', '=', organisationId)
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.select([
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't.id as id',
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't.name as name',
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't.createdAt as createdAt',
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sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
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(createdAtFrom
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? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
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: sql<number>`COUNT(DISTINCT e.id)`
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).as('documentCount'),
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])
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.groupBy(['t.id', 't.name', 't.createdAt'])
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.orderBy('documentCount', 'desc')
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.limit(perPage)
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.offset(offset);
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const countQuery = kyselyPrisma.$kysely
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.selectFrom('Team as t')
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.where('t.organisationId', '=', organisationId)
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.select(({ fn }) => [fn.countAll().as('count')]);
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const [teams, countResult] = await Promise.all([teamsQuery.execute(), countQuery.execute()]);
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const count = Number(countResult[0]?.count || 0);
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return {
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teams: teams as TeamInsights[],
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users: [],
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documents: [],
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totalPages: Math.ceil(Number(count) / perPage),
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};
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}
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async function getUserInsights(
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organisationId: string,
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offset: number,
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perPage: number,
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createdAtFrom: Date | null,
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): Promise<OrganisationDetailedInsights> {
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const usersBase = kyselyPrisma.$kysely
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.selectFrom('OrganisationMember as om')
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.innerJoin('User as u', 'u.id', 'om.userId')
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.where('om.organisationId', '=', organisationId)
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.leftJoin('Envelope as e', (join) =>
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join
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.onRef('e.userId', '=', 'u.id')
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.on('e.deletedAt', 'is', null)
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.on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
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)
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.leftJoin('Team as td', (join) =>
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join.onRef('td.id', '=', 'e.teamId').on('td.organisationId', '=', organisationId),
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)
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.leftJoin('Recipient as r', (join) =>
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join.onRef('r.email', '=', 'u.email').on('r.signedAt', 'is not', null),
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)
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.leftJoin('Envelope as se', (join) =>
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join
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.onRef('se.id', '=', 'r.envelopeId')
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.on('se.deletedAt', 'is', null)
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.on('se.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
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)
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.leftJoin('Team as ts', (join) =>
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join.onRef('ts.id', '=', 'se.teamId').on('ts.organisationId', '=', organisationId),
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);
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const usersQuery = usersBase
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.select([
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'u.id as id',
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'u.name as name',
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'u.email as email',
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'u.createdAt as createdAt',
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(createdAtFrom
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? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
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: sql<number>`COUNT(DISTINCT CASE WHEN td.id IS NOT NULL THEN e.id END)`
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).as('documentCount'),
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(createdAtFrom
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? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
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: sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' THEN e.id END)`
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).as('signedDocumentCount'),
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])
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.groupBy(['u.id', 'u.name', 'u.email', 'u.createdAt'])
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.orderBy('u.createdAt', 'desc')
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.limit(perPage)
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.offset(offset);
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const countQuery = kyselyPrisma.$kysely
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.selectFrom('OrganisationMember as om')
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.innerJoin('User as u', 'u.id', 'om.userId')
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.where('om.organisationId', '=', organisationId)
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.select(({ fn }) => [fn.countAll().as('count')]);
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const [users, countResult] = await Promise.all([usersQuery.execute(), countQuery.execute()]);
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const count = Number(countResult[0]?.count || 0);
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return {
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teams: [],
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users: users as UserInsights[],
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documents: [],
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totalPages: Math.ceil(Number(count) / perPage),
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};
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}
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async function getDocumentInsights(
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organisationId: string,
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offset: number,
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perPage: number,
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createdAtFrom: Date | null,
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): Promise<OrganisationDetailedInsights> {
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let documentsQuery = kyselyPrisma.$kysely
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.selectFrom('Envelope as e')
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.innerJoin('Team as t', 'e.teamId', 't.id')
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.where('t.organisationId', '=', organisationId)
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.where('e.deletedAt', 'is', null)
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.where(() => sql`e.type = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`);
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if (createdAtFrom) {
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documentsQuery = documentsQuery.where('e.createdAt', '>=', createdAtFrom);
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}
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documentsQuery = documentsQuery
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.select([
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'e.id as id',
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'e.title as title',
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'e.status as status',
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'e.createdAt as createdAt',
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'e.completedAt as completedAt',
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't.name as teamName',
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])
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.orderBy('e.createdAt', 'desc')
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.limit(perPage)
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.offset(offset);
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let countQuery = kyselyPrisma.$kysely
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.selectFrom('Envelope as e')
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.innerJoin('Team as t', 'e.teamId', 't.id')
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.where('t.organisationId', '=', organisationId)
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.where('e.deletedAt', 'is', null)
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.where(() => sql`e.type = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`);
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if (createdAtFrom) {
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countQuery = countQuery.where('e.createdAt', '>=', createdAtFrom);
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}
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countQuery = countQuery.select(({ fn }) => [fn.countAll().as('count')]);
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const [documents, countResult] = await Promise.all([
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documentsQuery.execute(),
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countQuery.execute(),
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]);
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const count = Number((countResult[0] as { count: number })?.count || 0);
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return {
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teams: [],
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users: [],
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documents: documents.map((doc) => ({
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...doc,
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id: String((doc as { id: number }).id),
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})) as DocumentInsights[],
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totalPages: Math.ceil(Number(count) / perPage),
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};
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}
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async function getOrganisationSummary(
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organisationId: string,
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createdAtFrom: Date | null,
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): Promise<OrganisationSummary> {
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const summaryQuery = kyselyPrisma.$kysely
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.selectFrom('Organisation as o')
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.where('o.id', '=', organisationId)
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.select([
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sql<number>`(SELECT COUNT(DISTINCT t2.id) FROM "Team" AS t2 WHERE t2."organisationId" = o.id)`.as(
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'totalTeams',
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),
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sql<number>`(SELECT COUNT(DISTINCT om2."userId") FROM "OrganisationMember" AS om2 WHERE om2."organisationId" = o.id)`.as(
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'totalMembers',
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),
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sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT'
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)`.as('totalDocuments'),
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sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status IN ('DRAFT', 'PENDING')
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)`.as('activeDocuments'),
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sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
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)`.as('completedDocuments'),
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(createdAtFrom
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? sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id
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AND e2."deletedAt" IS NULL
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AND e2.type = 'DOCUMENT'
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AND e2.status = 'COMPLETED'
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AND e2."createdAt" >= ${createdAtFrom}
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)`
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: sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id
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AND e2."deletedAt" IS NULL
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AND e2.type = 'DOCUMENT'
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AND e2.status = 'COMPLETED'
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)`
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).as('volumeThisPeriod'),
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sql<number>`(
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SELECT COUNT(DISTINCT e2.id)
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FROM "Envelope" AS e2
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INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
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WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
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)`.as('volumeAllTime'),
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]);
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const result = await summaryQuery.executeTakeFirst();
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return {
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totalTeams: Number(result?.totalTeams || 0),
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totalMembers: Number(result?.totalMembers || 0),
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totalDocuments: Number(result?.totalDocuments || 0),
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activeDocuments: Number(result?.activeDocuments || 0),
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completedDocuments: Number(result?.completedDocuments || 0),
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volumeThisPeriod: Number(result?.volumeThisPeriod || 0),
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volumeAllTime: Number(result?.volumeAllTime || 0),
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};
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}
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@ -1,13 +1,17 @@
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import { DocumentStatus, EnvelopeType, SubscriptionStatus } from '@prisma/client';
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import { DocumentStatus, EnvelopeType } from '@prisma/client';
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import type { DateRange } from '@documenso/lib/types/search-params';
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import { kyselyPrisma, sql } from '@documenso/prisma';
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export type SigningVolume = {
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export type OrganisationInsights = {
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id: number;
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name: string;
|
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signingVolume: number;
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createdAt: Date;
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planId: string;
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customerId: string | null;
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subscriptionStatus?: string;
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teamCount?: number;
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memberCount?: number;
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};
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export type GetSigningVolumeOptions = {
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@ -28,28 +32,26 @@ export async function getSigningVolume({
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const offset = Math.max(page - 1, 0) * perPage;
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let findQuery = kyselyPrisma.$kysely
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.selectFrom('Subscription as s')
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.innerJoin('Organisation as o', 's.organisationId', 'o.id')
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.selectFrom('Organisation as o')
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.leftJoin('Team as t', 'o.id', 't.organisationId')
|
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.leftJoin('Envelope as e', (join) =>
|
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join
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.onRef('t.id', '=', 'e.teamId')
|
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.on('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
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.on('e.deletedAt', 'is', null),
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.on('e.deletedAt', 'is', null)
|
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.on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
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)
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.where(sql`s.status = ${SubscriptionStatus.ACTIVE}::"SubscriptionStatus"`)
|
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.where((eb) =>
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eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
|
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)
|
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.where('e.type', '=', EnvelopeType.DOCUMENT)
|
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.select([
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's.id as id',
|
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's.createdAt as createdAt',
|
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's.planId as planId',
|
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'o.id as id',
|
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'o.createdAt as createdAt',
|
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'o.customerId as customerId',
|
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sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
|
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sql<number>`COUNT(DISTINCT e.id)`.as('signingVolume'),
|
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])
|
||||
.groupBy(['s.id', 'o.name']);
|
||||
.groupBy(['o.id', 'o.name', 'o.customerId']);
|
||||
|
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switch (sortBy) {
|
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case 'name':
|
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@ -68,19 +70,127 @@ export async function getSigningVolume({
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findQuery = findQuery.limit(perPage).offset(offset);
|
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|
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const countQuery = kyselyPrisma.$kysely
|
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.selectFrom('Subscription as s')
|
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.innerJoin('Organisation as o', 's.organisationId', 'o.id')
|
||||
.selectFrom('Organisation as o')
|
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.leftJoin('Team as t', 'o.id', 't.organisationId')
|
||||
.where(sql`s.status = ${SubscriptionStatus.ACTIVE}::"SubscriptionStatus"`)
|
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.where((eb) =>
|
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eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
|
||||
)
|
||||
.select(({ fn }) => [fn.countAll().as('count')]);
|
||||
.select(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
|
||||
|
||||
const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
|
||||
|
||||
return {
|
||||
leaderboard: results,
|
||||
organisations: results,
|
||||
totalPages: Math.ceil(Number(count) / perPage),
|
||||
};
|
||||
}
|
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|
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export type GetOrganisationInsightsOptions = GetSigningVolumeOptions & {
|
||||
dateRange?: DateRange;
|
||||
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`e."createdAt" >= ${startDate} AND e."createdAt" <= ${endDate}`;
|
||||
} else {
|
||||
switch (dateRange) {
|
||||
case 'last30days': {
|
||||
const thirtyDaysAgo = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
|
||||
dateCondition = sql`e."createdAt" >= ${thirtyDaysAgo}`;
|
||||
break;
|
||||
}
|
||||
case 'last90days': {
|
||||
const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
|
||||
dateCondition = sql`e."createdAt" >= ${ninetyDaysAgo}`;
|
||||
break;
|
||||
}
|
||||
case 'lastYear': {
|
||||
const oneYearAgo = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
|
||||
dateCondition = sql`e."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('Envelope as e', (join) =>
|
||||
join
|
||||
.onRef('t.id', '=', 'e.teamId')
|
||||
.on('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
|
||||
.on('e.deletedAt', 'is', null)
|
||||
.on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
|
||||
)
|
||||
.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 e.id IS NOT NULL AND ${dateCondition} THEN e.id END)`.as(
|
||||
'signingVolume',
|
||||
),
|
||||
sql<number>`GREATEST(COUNT(DISTINCT t.id), 1)`.as('teamCount'),
|
||||
sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
|
||||
sql<string>`CASE WHEN s.status IS NOT NULL THEN s.status ELSE NULL END`.as(
|
||||
'subscriptionStatus',
|
||||
),
|
||||
])
|
||||
.groupBy(['o.id', 'o.name', 'o.customerId', 's.status']);
|
||||
|
||||
switch (sortBy) {
|
||||
case 'name':
|
||||
findQuery = findQuery.orderBy('name', sortOrder);
|
||||
break;
|
||||
case 'createdAt':
|
||||
findQuery = findQuery.orderBy('createdAt', sortOrder);
|
||||
break;
|
||||
case 'signingVolume':
|
||||
findQuery = findQuery.orderBy('signingVolume', sortOrder);
|
||||
break;
|
||||
default:
|
||||
findQuery = findQuery.orderBy('signingVolume', 'desc');
|
||||
}
|
||||
|
||||
findQuery = findQuery.limit(perPage).offset(offset);
|
||||
|
||||
const countQuery = kyselyPrisma.$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(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
|
||||
|
||||
const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
|
||||
|
||||
return {
|
||||
organisations: results,
|
||||
totalPages: Math.ceil(Number(count) / perPage),
|
||||
};
|
||||
}
|
||||
|
||||
@ -1,5 +1,7 @@
|
||||
import { z } from 'zod';
|
||||
|
||||
export type DateRange = 'last30days' | 'last90days' | 'lastYear' | 'allTime';
|
||||
|
||||
/**
|
||||
* Backend only schema is used for find search params.
|
||||
*
|
||||
|
||||
Reference in New Issue
Block a user