Files
documenso/packages/lib/server-only/admin/get-organisation-detailed-insights.ts
2025-11-11 12:09:58 +11:00

364 lines
12 KiB
TypeScript

import type { DocumentStatus } from '@prisma/client';
import { EnvelopeType } from '@prisma/client';
import type { DateRange } from '@documenso/lib/types/search-params';
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?: DateRange;
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;
const now = new Date();
let createdAtFrom: Date | null = null;
switch (dateRange) {
case 'last30days': {
createdAtFrom = new Date(now.getTime() - 30 * 24 * 60 * 60 * 1000);
break;
}
case 'last90days': {
createdAtFrom = new Date(now.getTime() - 90 * 24 * 60 * 60 * 1000);
break;
}
case 'lastYear': {
createdAtFrom = new Date(now.getFullYear() - 1, now.getMonth(), now.getDate());
break;
}
case 'allTime':
default:
createdAtFrom = null;
break;
}
const summaryData = await getOrganisationSummary(organisationId, createdAtFrom);
const viewData = await (async () => {
switch (view) {
case 'teams':
return await getTeamInsights(organisationId, offset, perPage, createdAtFrom);
case 'users':
return await getUserInsights(organisationId, offset, perPage, createdAtFrom);
case 'documents':
return await getDocumentInsights(organisationId, offset, perPage, createdAtFrom);
default:
throw new Error(`Invalid view: ${view}`);
}
})();
return {
...viewData,
summary: summaryData,
};
}
async function getTeamInsights(
organisationId: string,
offset: number,
perPage: number,
createdAtFrom: Date | null,
): Promise<OrganisationDetailedInsights> {
const teamsQuery = kyselyPrisma.$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" >= ${createdAtFrom} THEN e.id END)`
: sql<number>`COUNT(DISTINCT e.id)`
).as('documentCount'),
])
.groupBy(['t.id', 't.name', 't.createdAt'])
.orderBy('documentCount', 'desc')
.limit(perPage)
.offset(offset);
const countQuery = kyselyPrisma.$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,
createdAtFrom: Date | null,
): Promise<OrganisationDetailedInsights> {
const usersBase = 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" >= ${createdAtFrom} THEN e.id END)`
: sql<number>`COUNT(DISTINCT CASE WHEN e.id IS NOT NULL AND td.id IS NOT NULL AND e.status = 'COMPLETED' THEN e.id END)`
).as('signedDocumentCount'),
])
.groupBy(['u.id', 'u.name', 'u.email', 'u.createdAt'])
.orderBy('u.createdAt', 'desc')
.limit(perPage)
.offset(offset);
const countQuery = kyselyPrisma.$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,
createdAtFrom: Date | null,
): Promise<OrganisationDetailedInsights> {
let documentsQuery = kyselyPrisma.$kysely
.selectFrom('Envelope as e')
.innerJoin('Team as t', 'e.teamId', 't.id')
.where('t.organisationId', '=', organisationId)
.where('e.deletedAt', 'is', null)
.where(() => sql`e.type = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`);
if (createdAtFrom) {
documentsQuery = documentsQuery.where('e.createdAt', '>=', createdAtFrom);
}
documentsQuery = documentsQuery
.select([
'e.id as id',
'e.title as title',
'e.status as status',
'e.createdAt as createdAt',
'e.completedAt as completedAt',
't.name as teamName',
])
.orderBy('e.createdAt', 'desc')
.limit(perPage)
.offset(offset);
let countQuery = kyselyPrisma.$kysely
.selectFrom('Envelope as e')
.innerJoin('Team as t', 'e.teamId', 't.id')
.where('t.organisationId', '=', organisationId)
.where('e.deletedAt', 'is', null)
.where(() => sql`e.type = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`);
if (createdAtFrom) {
countQuery = countQuery.where('e.createdAt', '>=', createdAtFrom);
}
countQuery = countQuery.select(({ fn }) => [fn.countAll().as('count')]);
const [documents, countResult] = await Promise.all([
documentsQuery.execute(),
countQuery.execute(),
]);
const count = Number((countResult[0] as { count: number })?.count || 0);
return {
teams: [],
users: [],
documents: documents.map((doc) => ({
...doc,
id: String((doc as { id: number }).id),
})) as DocumentInsights[],
totalPages: Math.ceil(Number(count) / perPage),
};
}
async function getOrganisationSummary(
organisationId: string,
createdAtFrom: Date | null,
): Promise<OrganisationSummary> {
const summaryQuery = kyselyPrisma.$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 result = await summaryQuery.executeTakeFirst();
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),
};
}