Merge branch 'main' into chore/server-hostname-config

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

.npmrc

@@ -1,3 +1,2 @@
-auto-install-peers = true
 legacy-peer-deps = true
 prefer-dedupe = true

apps/documentation/pages/developers/embedding/authoring.mdx

@@ -5,18 +5,38 @@ description: Learn how to use embedded authoring to create documents and templat
 
 # Embedded Authoring
 
-In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation and editing directly within your application.
 
 ## How Embedded Authoring Works
 
-The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
+The embedded authoring feature enables your users to create and edit documents and templates without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
 
-## Creating Documents with Embedded Authoring
+## Available Components
 
-To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+The SDK provides four authoring components:
+
+- **`EmbedCreateDocumentV1`** - Create new documents
+- **`EmbedCreateTemplateV1`** - Create new templates
+- **`EmbedUpdateDocumentV1`** - Edit existing documents
+- **`EmbedUpdateTemplateV1`** - Edit existing templates
+
+React Example:
 
 ```jsx
-import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+import {
+  EmbedCreateDocumentV1,
+  EmbedCreateTemplateV1,
+  EmbedUpdateDocumentV1,
+  EmbedUpdateTemplateV1,
+} from '@documenso/embed-react';
+```
+
+## Creating Documents
+
+To implement document creation in your application, use the `EmbedCreateDocumentV1` component:
+
+```jsx
+import { EmbedCreateDocumentV1 } from '@documenso/embed-react';
 
 const DocumentCreator = () => {
   // You'll need to obtain a presign token using your API key
@@ -37,9 +57,88 @@ const DocumentCreator = () => {
 };
 ```
 
+## Creating Templates
+
+To create templates, use the `EmbedCreateTemplateV1` component:
+
+```jsx
+import { EmbedCreateTemplateV1 } from '@documenso/embed-react';
+
+const TemplateCreator = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateTemplate
+        presignToken={presignToken}
+        externalId="template-12345"
+        onTemplateCreated={(data) => {
+          console.log('Template created with ID:', data.templateId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Updating Documents
+
+To edit existing documents, use the `EmbedUpdateDocumentV1` component:
+
+```jsx
+import { EmbedUpdateDocumentV1 } from '@documenso/embed-react';
+
+const DocumentEditor = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const documentId = 123; // The ID of the document to edit
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedUpdateDocument
+        presignToken={presignToken}
+        documentId={documentId}
+        externalId="order-12345"
+        onlyEditFields={false}
+        onDocumentUpdated={(data) => {
+          console.log('Document updated:', data.documentId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Updating Templates
+
+To edit existing templates, use the `EmbedUpdateTemplateV1` component:
+
+```jsx
+import { EmbedUpdateTemplateV1 } from '@documenso/embed-react';
+
+const TemplateEditor = () => {
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const templateId = 456; // The ID of the template to edit
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedUpdateTemplate
+        presignToken={presignToken}
+        templateId={templateId}
+        externalId="template-12345"
+        onlyEditFields={false}
+        onTemplateUpdated={(data) => {
+          console.log('Template updated:', data.templateId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
 ## Obtaining a Presign Token
 
-Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
+Before using any of the authoring components, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
 
 You can create a presign token by making a request to:
 
@@ -53,17 +152,29 @@ You can find more details on this request at our [API Documentation](https://ope
 
 ## Configuration Options
 
-The `EmbedCreateDocument` component accepts several configuration options:
+All authoring components accept the following configuration options:
 
-| Option             | Type    | Description                                                        |
-| ------------------ | ------- | ------------------------------------------------------------------ |
-| `presignToken`     | string  | **Required**. The authentication token for the embedding session.  |
-| `externalId`       | string  | Optional reference ID from your system to link with the document.  |
-| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`. |
-| `css`              | string  | Optional custom CSS to style the embedded component.               |
-| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.              |
-| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                |
-| `className`        | string  | Optional CSS class name for the iframe.                            |
+| Option             | Type    | Description                                                                |
+| ------------------ | ------- | -------------------------------------------------------------------------- |
+| `presignToken`     | string  | **Required**. The authentication token for the embedding session.          |
+| `externalId`       | string  | Optional reference ID from your system to link with the document/template. |
+| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`.         |
+| `css`              | string  | Optional custom CSS to style the embedded component.                       |
+| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.                      |
+| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                        |
+| `className`        | string  | Optional CSS class name for the iframe.                                    |
+| `additionalProps`  | object  | Optional additional props to pass to the iframe (for testing features).    |
+| `features`         | object  | Optional feature toggles to customize the authoring experience.            |
+
+### Update Component Specific Props
+
+The `EmbedUpdateDocument` and `EmbedUpdateTemplate` components also accept:
+
+| Option           | Type    | Description                                                                                                    |
+| ---------------- | ------- | -------------------------------------------------------------------------------------------------------------- |
+| `documentId`     | number  | **Required for EmbedUpdateDocument**. The ID of the document to edit.                                          |
+| `templateId`     | number  | **Required for EmbedUpdateTemplate**. The ID of the template to edit.                                          |
+| `onlyEditFields` | boolean | Optional flag to restrict editing to fields only skipping the recipient configuration step (default: `false`). |
 
 ## Feature Toggles
 
@@ -83,9 +194,11 @@ You can customize the authoring experience by enabling or disabling specific fea
 />
 ```
 
-## Handling Document Creation Events
+## Handling Events
 
-The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+Each component provides callbacks for handling completion events:
+
+### Document Events
 
 ```jsx
 <EmbedCreateDocument
@@ -99,11 +212,47 @@ The `onDocumentCreated` callback is triggered when a document is successfully cr
     updateOrderDocument(data.externalId, data.documentId);
   }}
 />
+
+<EmbedUpdateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  documentId={123}
+  onDocumentUpdated={(data) => {
+    console.log('Document updated:', data.documentId);
+    // Handle document update
+  }}
+/>
 ```
 
+### Template Events
+
+```jsx
+<EmbedCreateTemplate
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="template-12345"
+  onTemplateCreated={(data) => {
+    console.log('Template created:', data.templateId);
+    // Handle template creation
+  }}
+/>
+
+<EmbedUpdateTemplate
+  presignToken="YOUR_PRESIGN_TOKEN"
+  templateId={456}
+  onTemplateUpdated={(data) => {
+    console.log('Template updated:', data.templateId);
+    // Handle template update
+  }}
+/>
+```
+
+All event callbacks receive an object with:
+
+- `documentId` or `templateId` - The ID of the created/updated document or template
+- `externalId` - Your external reference ID (if provided)
+
 ## Styling the Embedded Component
 
-You can customize the appearance of the embedded component using standard CSS classes:
+You can customize the appearance of the embedded component using standard CSS classes, custom CSS, and CSS variables:
 
 ```jsx
 <EmbedCreateDocument
@@ -130,20 +279,48 @@ Here's a complete example of integrating document creation in a React applicatio
 ```tsx
 import { useState } from 'react';
 
-import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+import { EmbedCreateDocumentV1, EmbedUpdateDocumentV1 } from '@documenso/embed-react';
 
-function DocumentCreator() {
+function DocumentManager() {
   // In a real application, you would fetch this token from your backend
   // using your API key at /api/v2/embedding/create-presign-token
   const presignToken = 'YOUR_PRESIGN_TOKEN';
   const [documentId, setDocumentId] = useState<number | null>(null);
+  const [mode, setMode] = useState<'create' | 'edit'>('create');
 
-  if (documentId) {
+  if (documentId && mode === 'create') {
     return (
       <div>
         <h2>Document Created Successfully!</h2>
         <p>Document ID: {documentId}</p>
-        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+        <div>
+          <button onClick={() => setMode('edit')}>Edit Document</button>
+          <button
+            onClick={() => {
+              setDocumentId(null);
+              setMode('create');
+            }}
+          >
+            Create Another Document
+          </button>
+        </div>
+      </div>
+    );
+  }
+
+  if (mode === 'edit' && documentId) {
+    return (
+      <div style={{ height: '800px', width: '100%' }}>
+        <button onClick={() => setMode('create')}>Back to Create</button>
+        <EmbedUpdateDocument
+          presignToken={presignToken}
+          documentId={documentId}
+          externalId="order-12345"
+          onDocumentUpdated={(data) => {
+            console.log('Document updated:', data.documentId);
+            setMode('create');
+          }}
+        />
       </div>
     );
   }
@@ -153,6 +330,14 @@ function DocumentCreator() {
       <EmbedCreateDocument
         presignToken={presignToken}
         externalId="order-12345"
+        features={{
+          allowConfigureSignatureTypes: true,
+          allowConfigureLanguage: true,
+          allowConfigureDateFormat: true,
+          allowConfigureTimezone: true,
+          allowConfigureRedirectUrl: true,
+          allowConfigureCommunication: true,
+        }}
         onDocumentCreated={(data) => {
           setDocumentId(data.documentId);
         }}
@@ -161,7 +346,38 @@ function DocumentCreator() {
   );
 }
 
-export default DocumentCreator;
+export default DocumentManager;
 ```
 
-With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.
+## Advanced Usage
+
+### Using Additional Props
+
+You can pass additional props to the iframe for testing features before they're officially supported:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  additionalProps={{
+    experimentalFeature: true,
+    customSetting: 'value',
+  }}
+/>
+```
+
+### Restricting To Only Field Editing
+
+When updating documents or templates, you can restrict editing to fields only skipping the recipient configuration step:
+
+```jsx
+<EmbedUpdateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  documentId={123}
+  onlyEditFields={true}
+  onDocumentUpdated={(data) => {
+    console.log('Fields updated:', data.documentId);
+  }}
+/>
+```
+
+With embedded authoring, your users can seamlessly create and edit documents and templates within your application, enhancing the overall user experience and streamlining document workflows.

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -135,7 +135,7 @@ export const DocumentSigningForm = ({
                 <div className="flex flex-col gap-4 md:flex-row">
                   <Button
                     type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+                    className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
                     variant="secondary"
                     size="lg"
                     disabled={typeof window !== 'undefined' && window.history.length <= 1}
@@ -166,7 +166,7 @@ export const DocumentSigningForm = ({
           ) : recipient.role === RecipientRole.ASSISTANT ? (
             <>
               <form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
-                <fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
+                <fieldset className="rounded-2xl border border-border bg-white p-3 dark:bg-background">
                   <Controller
                     name="selectedSignerId"
                     control={assistantForm.control}
@@ -185,7 +185,7 @@ export const DocumentSigningForm = ({
                           .map((r) => (
                             <div
                               key={`${assistantSignersId}-${r.id}`}
-                              className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
+                              className="relative flex flex-col gap-4 rounded-lg border border-border bg-widget p-4"
                             >
                               <div className="flex items-center justify-between">
                                 <div className="flex items-center gap-3">
@@ -203,15 +203,15 @@ export const DocumentSigningForm = ({
                                       {r.name}
 
                                       {r.id === recipient.id && (
-                                        <span className="text-muted-foreground ml-2">
+                                        <span className="ml-2 text-muted-foreground">
                                           {_(msg`(You)`)}
                                         </span>
                                       )}
                                     </Label>
-                                    <p className="text-muted-foreground text-xs">{r.email}</p>
+                                    <p className="text-xs text-muted-foreground">{r.email}</p>
                                   </div>
                                 </div>
-                                <div className="text-muted-foreground text-xs leading-[inherit]">
+                                <div className="text-xs leading-[inherit] text-muted-foreground">
                                   {r.fields.length} {r.fields.length === 1 ? 'field' : 'fields'}
                                 </div>
                               </div>
@@ -265,7 +265,7 @@ export const DocumentSigningForm = ({
                     <Input
                       type="text"
                       id="full-name"
-                      className="bg-background mt-2"
+                      className="mt-2 bg-background"
                       value={fullName}
                       onChange={(e) => setFullName(e.target.value.trimStart())}
                     />
@@ -294,7 +294,7 @@ export const DocumentSigningForm = ({
               <div className="mt-6 flex flex-col gap-4 md:flex-row">
                 <Button
                   type="button"
-                  className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+                  className="w-full bg-black/5 hover:bg-black/10 dark:bg-muted dark:hover:bg-muted/80"
                   variant="secondary"
                   size="lg"
                   disabled={typeof window !== 'undefined' && window.history.length <= 1}

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -57,17 +57,24 @@ export const EnvelopeSignerCompleteDialog = () => {
       return;
     }
 
-    if (nextField.envelopeItemId !== currentEnvelopeItem?.id) {
+    const isEnvelopeItemSwitch = nextField.envelopeItemId !== currentEnvelopeItem?.id;
+
+    if (isEnvelopeItemSwitch) {
       setCurrentEnvelopeItem(nextField.envelopeItemId);
     }
 
-    const fieldTooltip = document.querySelector(`#field-tooltip`);
-
-    if (fieldTooltip) {
-      fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
-    }
-
     setShowPendingFieldTooltip(true);
+
+    setTimeout(
+      () => {
+        const fieldTooltip = document.querySelector(`#field-tooltip`);
+
+        if (fieldTooltip) {
+          fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
+        }
+      },
+      isEnvelopeItemSwitch ? 150 : 50,
+    );
   };
 
   const handleOnCompleteClick = async (

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

@@ -1,6 +1,10 @@
+import { Trans } from '@lingui/react/macro';
+import { Link } from 'react-router';
+
 import { getOrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
 import type { DateRange } from '@documenso/lib/types/search-params';
 import { getAdminOrganisation } from '@documenso/trpc/server/admin-router/get-admin-organisation';
+import { Button } from '@documenso/ui/primitives/button';
 
 import { OrganisationInsightsTable } from '~/components/tables/organisation-insights-table';
 
@@ -38,12 +42,17 @@ export async function loader({ params, request }: Route.LoaderArgs) {
 }
 
 export default function OrganisationInsights({ loaderData }: Route.ComponentProps) {
-  const { insights, page, perPage, dateRange, view, organisationName } = loaderData;
+  const { insights, page, perPage, dateRange, view, organisationName, organisationId } = loaderData;
 
   return (
     <div>
       <div className="flex items-center justify-between">
         <h2 className="text-4xl font-semibold">{organisationName}</h2>
+        <Button variant="outline" asChild>
+          <Link to={`/admin/organisations/${organisationId}`}>
+            <Trans>Manage organisation</Trans>
+          </Link>
+        </Button>
       </div>
       <div className="mt-8">
         <OrganisationInsightsTable

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

@@ -44,7 +44,7 @@ export async function loader({ request }: Route.LoaderArgs) {
   const typedOrganisations: OrganisationOverview[] = organisations.map((item) => ({
     id: String(item.id),
     name: item.name || '',
-    signingVolume: item.signingVolume,
+    signingVolume: item.signingVolume || 0,
     createdAt: item.createdAt || new Date(),
     customerId: item.customerId || '',
     subscriptionStatus: item.subscriptionStatus,

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -162,7 +162,13 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       <SettingsHeader
         title={t`Manage organisation`}
         subtitle={t`Manage the ${organisation.name} organisation`}
-      />
+      >
+        <Button variant="outline" asChild>
+          <Link to={`/admin/organisation-insights/${organisationId}`}>
+            <Trans>View insights</Trans>
+          </Link>
+        </Button>
+      </SettingsHeader>
 
       <GenericOrganisationAdminForm organisation={organisation} />
 

apps/remix/server/main.js

@@ -31,5 +31,10 @@ server.use(
 const handler = handle(build, server);
 
 const port = parseInt(process.env.PORT || '3000', 10);
+const hostname = process.env.HOSTNAME || '0.0.0.0';
 
-serve({ fetch: handler.fetch, port });
+serve({
+  fetch: handler.fetch,
+  port,
+  hostname,
+});

package.json

@@ -20,7 +20,7 @@
     "commitlint": "commitlint --edit",
     "clean": "turbo run clean && rimraf node_modules",
     "d": "npm run dx && npm run translate:compile && npm run dev",
-    "dx": "npm i && npm run dx:up && npm run prisma:migrate-dev && npm run prisma:seed",
+    "dx": "npm ci && npm run dx:up && npm run prisma:migrate-dev && npm run prisma:seed",
     "dx:up": "docker compose -f docker/development/compose.yml up -d",
     "dx:down": "docker compose -f docker/development/compose.yml down",
     "ci": "turbo run build --filter=@documenso/remix && turbo run test:e2e",

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

@@ -116,28 +116,28 @@ async function getTeamInsights(
 ): Promise<OrganisationDetailedInsights> {
   const teamsQuery = kyselyPrisma.$kysely
     .selectFrom('Team as t')
-    .leftJoin('Envelope as e', (join) =>
-      join
-        .onRef('t.id', '=', 'e.teamId')
-        .on('e.deletedAt', 'is', null)
-        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
-    )
-    .leftJoin('TeamGroup as tg', 'tg.teamId', 't.id')
-    .leftJoin('OrganisationGroup as og', 'og.id', 'tg.organisationGroupId')
-    .leftJoin('OrganisationGroupMember as ogm', 'ogm.groupId', 'og.id')
-    .leftJoin('OrganisationMember as om', 'om.id', 'ogm.organisationMemberId')
     .where('t.organisationId', '=', organisationId)
-    .select([
-      't.id as id',
-      't.name as name',
-      't.createdAt as createdAt',
-      sql<number>`COUNT(DISTINCT om."userId")`.as('memberCount'),
-      (createdAtFrom
-        ? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
-        : sql<number>`COUNT(DISTINCT e.id)`
-      ).as('documentCount'),
+    .select((eb) => [
+      't.id',
+      't.name',
+      't.createdAt',
+      eb
+        .selectFrom('TeamGroup as tg')
+        .innerJoin('OrganisationGroup as og', 'og.id', 'tg.organisationGroupId')
+        .innerJoin('OrganisationGroupMember as ogm', 'ogm.groupId', 'og.id')
+        .innerJoin('OrganisationMember as om', 'om.id', 'ogm.organisationMemberId')
+        .whereRef('tg.teamId', '=', 't.id')
+        .select(sql<number>`count(distinct om."userId")`.as('count'))
+        .as('memberCount'),
+      eb
+        .selectFrom('Envelope as e')
+        .whereRef('e.teamId', '=', 't.id')
+        .where('e.deletedAt', 'is', null)
+        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
+        .select(sql<number>`count(e.id)`.as('count'))
+        .as('documentCount'),
     ])
-    .groupBy(['t.id', 't.name', 't.createdAt'])
     .orderBy('documentCount', 'desc')
     .limit(perPage)
     .offset(offset);
@@ -164,48 +164,38 @@ async function getUserInsights(
   perPage: number,
   createdAtFrom: Date | null,
 ): Promise<OrganisationDetailedInsights> {
-  const usersBase = kyselyPrisma.$kysely
+  const usersQuery = kyselyPrisma.$kysely
     .selectFrom('OrganisationMember as om')
     .innerJoin('User as u', 'u.id', 'om.userId')
     .where('om.organisationId', '=', organisationId)
-    .leftJoin('Envelope as e', (join) =>
-      join
-        .onRef('e.userId', '=', 'u.id')
-        .on('e.deletedAt', 'is', null)
-        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
-    )
-    .leftJoin('Team as td', (join) =>
-      join.onRef('td.id', '=', 'e.teamId').on('td.organisationId', '=', organisationId),
-    )
-    .leftJoin('Recipient as r', (join) =>
-      join.onRef('r.email', '=', 'u.email').on('r.signedAt', 'is not', null),
-    )
-    .leftJoin('Envelope as se', (join) =>
-      join
-        .onRef('se.id', '=', 'r.envelopeId')
-        .on('se.deletedAt', 'is', null)
-        .on('se.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
-    )
-    .leftJoin('Team as ts', (join) =>
-      join.onRef('ts.id', '=', 'se.teamId').on('ts.organisationId', '=', organisationId),
-    );
-
-  const usersQuery = usersBase
-    .select([
-      'u.id as id',
-      'u.name as name',
-      'u.email as email',
-      'u.createdAt as createdAt',
-      (createdAtFrom
-        ? 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)`
-        : sql<number>`COUNT(DISTINCT CASE WHEN td.id IS NOT NULL THEN e.id END)`
-      ).as('documentCount'),
-      (createdAtFrom
-        ? sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' AND e."createdAt" >= ${createdAtFrom} THEN e.id END)`
-        : sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' THEN e.id END)`
-      ).as('signedDocumentCount'),
+    .select((eb) => [
+      'u.id',
+      'u.name',
+      'u.email',
+      'u.createdAt',
+      eb
+        .selectFrom('Envelope as e')
+        .innerJoin('Team as t', 't.id', 'e.teamId')
+        .whereRef('e.userId', '=', 'u.id')
+        .where('t.organisationId', '=', organisationId)
+        .where('e.deletedAt', 'is', null)
+        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
+        .select(sql<number>`count(e.id)`.as('count'))
+        .as('documentCount'),
+      eb
+        .selectFrom('Recipient as r')
+        .innerJoin('Envelope as e', 'e.id', 'r.envelopeId')
+        .innerJoin('Team as t', 't.id', 'e.teamId')
+        .whereRef('r.email', '=', 'u.email')
+        .where('r.signedAt', 'is not', null)
+        .where('t.organisationId', '=', organisationId)
+        .where('e.deletedAt', 'is', null)
+        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+        .$if(!!createdAtFrom, (qb) => qb.where('e.createdAt', '>=', createdAtFrom!))
+        .select(sql<number>`count(e.id)`.as('count'))
+        .as('signedDocumentCount'),
     ])
-    .groupBy(['u.id', 'u.name', 'u.email', 'u.createdAt'])
     .orderBy('u.createdAt', 'desc')
     .limit(perPage)
     .offset(offset);
@@ -292,72 +282,51 @@ async function getOrganisationSummary(
   organisationId: string,
   createdAtFrom: Date | null,
 ): Promise<OrganisationSummary> {
-  const summaryQuery = kyselyPrisma.$kysely
-    .selectFrom('Organisation as o')
-    .where('o.id', '=', organisationId)
-    .select([
-      sql<number>`(SELECT COUNT(DISTINCT t2.id) FROM "Team" AS t2 WHERE t2."organisationId" = o.id)`.as(
-        'totalTeams',
-      ),
-      sql<number>`(SELECT COUNT(DISTINCT om2."userId") FROM "OrganisationMember" AS om2 WHERE om2."organisationId" = o.id)`.as(
-        'totalMembers',
-      ),
-      sql<number>`(
-        SELECT COUNT(DISTINCT e2.id)
-        FROM "Envelope" AS e2
-        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT'
-      )`.as('totalDocuments'),
-      sql<number>`(
-        SELECT COUNT(DISTINCT e2.id)
-        FROM "Envelope" AS e2
-        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status IN ('DRAFT', 'PENDING')
-      )`.as('activeDocuments'),
-      sql<number>`(
-        SELECT COUNT(DISTINCT e2.id)
-        FROM "Envelope" AS e2
-        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
-      )`.as('completedDocuments'),
-      (createdAtFrom
-        ? sql<number>`(
-            SELECT COUNT(DISTINCT e2.id)
-            FROM "Envelope" AS e2
-            INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-            WHERE t2."organisationId" = o.id
-              AND e2."deletedAt" IS NULL
-              AND e2.type = 'DOCUMENT'
-              AND e2.status = 'COMPLETED'
-              AND e2."createdAt" >= ${createdAtFrom}
-          )`
-        : sql<number>`(
-            SELECT COUNT(DISTINCT e2.id)
-            FROM "Envelope" AS e2
-            INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-            WHERE t2."organisationId" = o.id
-              AND e2."deletedAt" IS NULL
-              AND e2.type = 'DOCUMENT'
-              AND e2.status = 'COMPLETED'
-          )`
-      ).as('volumeThisPeriod'),
-      sql<number>`(
-        SELECT COUNT(DISTINCT e2.id)
-        FROM "Envelope" AS e2
-        INNER JOIN "Team" AS t2 ON t2.id = e2."teamId"
-        WHERE t2."organisationId" = o.id AND e2."deletedAt" IS NULL AND e2.type = 'DOCUMENT' AND e2.status = 'COMPLETED'
-      )`.as('volumeAllTime'),
-    ]);
+  const teamCountQuery = kyselyPrisma.$kysely
+    .selectFrom('Team')
+    .where('organisationId', '=', organisationId)
+    .select(sql<number>`count(id)`.as('count'))
+    .executeTakeFirst();
 
-  const result = await summaryQuery.executeTakeFirst();
+  const memberCountQuery = kyselyPrisma.$kysely
+    .selectFrom('OrganisationMember')
+    .where('organisationId', '=', organisationId)
+    .select(sql<number>`count(id)`.as('count'))
+    .executeTakeFirst();
+
+  const envelopeStatsQuery = kyselyPrisma.$kysely
+    .selectFrom('Envelope as e')
+    .innerJoin('Team as t', 't.id', 'e.teamId')
+    .where('t.organisationId', '=', organisationId)
+    .where('e.deletedAt', 'is', null)
+    .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+    .select([
+      sql<number>`count(e.id)`.as('totalDocuments'),
+      sql<number>`count(case when e.status in ('DRAFT', 'PENDING') then 1 end)`.as(
+        'activeDocuments',
+      ),
+      sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`.as('completedDocuments'),
+      sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`.as('volumeAllTime'),
+      (createdAtFrom
+        ? sql<number>`count(case when e.status = 'COMPLETED' and e."createdAt" >= ${createdAtFrom} then 1 end)`
+        : sql<number>`count(case when e.status = 'COMPLETED' then 1 end)`
+      ).as('volumeThisPeriod'),
+    ])
+    .executeTakeFirst();
+
+  const [teamCount, memberCount, envelopeStats] = await Promise.all([
+    teamCountQuery,
+    memberCountQuery,
+    envelopeStatsQuery,
+  ]);
 
   return {
-    totalTeams: Number(result?.totalTeams || 0),
-    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),
+    totalTeams: Number(teamCount?.count || 0),
+    totalMembers: Number(memberCount?.count || 0),
+    totalDocuments: Number(envelopeStats?.totalDocuments || 0),
+    activeDocuments: Number(envelopeStats?.activeDocuments || 0),
+    completedDocuments: Number(envelopeStats?.completedDocuments || 0),
+    volumeThisPeriod: Number(envelopeStats?.volumeThisPeriod || 0),
+    volumeAllTime: Number(envelopeStats?.volumeAllTime || 0),
   };
 }

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

@@ -33,25 +33,32 @@ export async function getSigningVolume({
 
   let findQuery = kyselyPrisma.$kysely
     .selectFrom('Organisation as o')
-    .leftJoin('Team as t', 'o.id', 't.organisationId')
-    .leftJoin('Envelope as e', (join) =>
-      join
-        .onRef('t.id', '=', 'e.teamId')
-        .on('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
-        .on('e.deletedAt', 'is', null)
-        .on('e.type', '=', sql.lit(EnvelopeType.DOCUMENT)),
-    )
     .where((eb) =>
-      eb.or([eb('o.name', 'ilike', `%${search}%`), eb('t.name', 'ilike', `%${search}%`)]),
+      eb.or([
+        eb('o.name', 'ilike', `%${search}%`),
+        eb.exists(
+          eb
+            .selectFrom('Team as t')
+            .whereRef('t.organisationId', '=', 'o.id')
+            .where('t.name', 'ilike', `%${search}%`),
+        ),
+      ]),
     )
-    .select([
+    .select((eb) => [
       'o.id as id',
       'o.createdAt as createdAt',
       'o.customerId as customerId',
       sql<string>`COALESCE(o.name, 'Unknown')`.as('name'),
-      sql<number>`COUNT(DISTINCT e.id)`.as('signingVolume'),
-    ])
-    .groupBy(['o.id', 'o.name', 'o.customerId']);
+      eb
+        .selectFrom('Envelope as e')
+        .innerJoin('Team as t', 't.id', 'e.teamId')
+        .whereRef('t.organisationId', '=', 'o.id')
+        .where('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
+        .where('e.deletedAt', 'is', null)
+        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+        .select(sql<number>`count(e.id)`.as('count'))
+        .as('signingVolume'),
+    ]);
 
   switch (sortBy) {
     case 'name':
@@ -71,11 +78,18 @@ export async function getSigningVolume({
 
   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', `%${search}%`)]),
+      eb.or([
+        eb('o.name', 'ilike', `%${search}%`),
+        eb.exists(
+          eb
+            .selectFrom('Team as t')
+            .whereRef('t.organisationId', '=', 'o.id')
+            .where('t.name', 'ilike', `%${search}%`),
+        ),
+      ]),
     )
-    .select(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
+    .select(({ fn }) => [fn.countAll().as('count')]);
 
   const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
 
@@ -104,64 +118,77 @@ export async function getOrganisationInsights({
   const offset = Math.max(page - 1, 0) * perPage;
 
   const now = new Date();
-  let dateCondition = sql`1=1`;
+  let dateCondition = sql<boolean>`1=1`;
 
   if (startDate && endDate) {
-    dateCondition = sql`e."createdAt" >= ${startDate} AND e."createdAt" <= ${endDate}`;
+    dateCondition = sql<boolean>`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}`;
+        dateCondition = sql<boolean>`e."createdAt" >= ${thirtyDaysAgo}`;
         break;
       }
       case 'last90days': {
         const ninetyDaysAgo = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
-        dateCondition = sql`e."createdAt" >= ${ninetyDaysAgo}`;
+        dateCondition = sql<boolean>`e."createdAt" >= ${ninetyDaysAgo}`;
         break;
       }
       case 'lastYear': {
         const oneYearAgo = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
-        dateCondition = sql`e."createdAt" >= ${oneYearAgo}`;
+        dateCondition = sql<boolean>`e."createdAt" >= ${oneYearAgo}`;
         break;
       }
       case 'allTime':
       default:
-        dateCondition = sql`1=1`;
+        dateCondition = sql<boolean>`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', `%${search}%`)]),
+      eb.or([
+        eb('o.name', 'ilike', `%${search}%`),
+        eb.exists(
+          eb
+            .selectFrom('Team as t')
+            .whereRef('t.organisationId', '=', 'o.id')
+            .where('t.name', 'ilike', `%${search}%`),
+        ),
+      ]),
     )
-    .select([
+    .select((eb) => [
       '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']);
+      eb
+        .selectFrom('Team as t')
+        .whereRef('t.organisationId', '=', 'o.id')
+        .select(sql<number>`count(t.id)`.as('count'))
+        .as('teamCount'),
+      eb
+        .selectFrom('OrganisationMember as om')
+        .whereRef('om.organisationId', '=', 'o.id')
+        .select(sql<number>`count(om.id)`.as('count'))
+        .as('memberCount'),
+      eb
+        .selectFrom('Envelope as e')
+        .innerJoin('Team as t', 't.id', 'e.teamId')
+        .whereRef('t.organisationId', '=', 'o.id')
+        .where('e.status', '=', sql.lit(DocumentStatus.COMPLETED))
+        .where('e.deletedAt', 'is', null)
+        .where('e.type', '=', sql.lit(EnvelopeType.DOCUMENT))
+        .where(dateCondition)
+        .select(sql<number>`count(e.id)`.as('count'))
+        .as('signingVolume'),
+    ]);
 
   switch (sortBy) {
     case 'name':
@@ -181,11 +208,18 @@ export async function getOrganisationInsights({
 
   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', `%${search}%`)]),
+      eb.or([
+        eb('o.name', 'ilike', `%${search}%`),
+        eb.exists(
+          eb
+            .selectFrom('Team as t')
+            .whereRef('t.organisationId', '=', 'o.id')
+            .where('t.name', 'ilike', `%${search}%`),
+        ),
+      ]),
     )
-    .select(() => [sql<number>`COUNT(DISTINCT o.id)`.as('count')]);
+    .select(({ fn }) => [fn.countAll().as('count')]);
 
   const [results, [{ count }]] = await Promise.all([findQuery.execute(), countQuery.execute()]);
 

packages/prisma/migrations/20251126053402_add_insights_indexes/migration.sql

@@ -0,0 +1,26 @@
+-- CreateIndex
+CREATE INDEX "Envelope_type_idx" ON "Envelope"("type");
+
+-- CreateIndex
+CREATE INDEX "Envelope_status_idx" ON "Envelope"("status");
+
+-- CreateIndex
+CREATE INDEX "Envelope_createdAt_idx" ON "Envelope"("createdAt");
+
+-- CreateIndex
+CREATE INDEX "Organisation_name_idx" ON "Organisation"("name");
+
+-- CreateIndex
+CREATE INDEX "Organisation_ownerUserId_idx" ON "Organisation"("ownerUserId");
+
+-- CreateIndex
+CREATE INDEX "OrganisationMember_organisationId_idx" ON "OrganisationMember"("organisationId");
+
+-- CreateIndex
+CREATE INDEX "Recipient_email_idx" ON "Recipient"("email");
+
+-- CreateIndex
+CREATE INDEX "Recipient_signedAt_idx" ON "Recipient"("signedAt");
+
+-- CreateIndex
+CREATE INDEX "Team_name_idx" ON "Team"("name");

packages/prisma/schema.prisma

@@ -430,9 +430,12 @@ model Envelope {
 
   envelopeAttachments EnvelopeAttachment[]
 
-  @@index([folderId])
-  @@index([teamId])
+  @@index([type])
+  @@index([status])
   @@index([userId])
+  @@index([teamId])
+  @@index([folderId])
+  @@index([createdAt])
 }
 
 model EnvelopeItem {
@@ -583,8 +586,10 @@ model Recipient {
   fields            Field[]
   signatures        Signature[]
 
-  @@index([envelopeId])
   @@index([token])
+  @@index([email])
+  @@index([envelopeId])
+  @@index([signedAt])
 }
 
 enum FieldType {
@@ -694,6 +699,9 @@ model Organisation {
 
   organisationAuthenticationPortalId String                           @unique
   organisationAuthenticationPortal   OrganisationAuthenticationPortal @relation(fields: [organisationAuthenticationPortalId], references: [id])
+
+  @@index([name])
+  @@index([ownerUserId])
 }
 
 model OrganisationMember {
@@ -710,6 +718,7 @@ model OrganisationMember {
   organisationGroupMembers OrganisationGroupMember[]
 
   @@unique([userId, organisationId])
+  @@index([organisationId])
 }
 
 model OrganisationMemberInvite {
@@ -883,6 +892,7 @@ model Team {
   teamGlobalSettingsId String             @unique
   teamGlobalSettings   TeamGlobalSettings @relation(fields: [teamGlobalSettingsId], references: [id], onDelete: Cascade)
 
+  @@index([name])
   @@index([organisationId])
 }
 

turbo.json

@@ -39,6 +39,7 @@
   "globalEnv": [
     "APP_VERSION",
     "PORT",
+    "HOSTNAME",
     "NEXT_PRIVATE_ENCRYPTION_KEY",
     "NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY",
     "NEXTAUTH_SECRET",