feat: share dashboard & reports, sankey report, new widgets

* fix: prompt card shadows on light mode

* fix: handle past_due and unpaid from polar

* wip

* wip

* wip 1

* fix: improve types for chart/reports

* wip share
This commit is contained in:
Carl-Gerhard Lindesvärd
2026-01-14 09:21:18 +01:00
committed by GitHub
parent 39251c8598
commit ed1c57dbb8
105 changed files with 6633 additions and 1273 deletions

View File

@@ -11,7 +11,6 @@ import {
clix,
conversionService,
createSqlBuilder,
db,
formatClickhouseDate,
funnelService,
getChartPrevStartEndDate,
@@ -19,15 +18,16 @@ import {
getEventFiltersWhereClause,
getEventMetasCached,
getProfilesCached,
getReportById,
getSelectPropertyKey,
getSettingsForProject,
onlyReportEvents,
sankeyService,
validateShareAccess,
} from '@openpanel/db';
import {
type IChartEvent,
zChartEvent,
zChartEventFilter,
zChartInput,
zReportInput,
zChartSeries,
zCriteria,
zRange,
@@ -333,124 +333,342 @@ export const chartRouter = createTRPCRouter({
};
}),
funnel: protectedProcedure.input(zChartInput).query(async ({ input }) => {
const { timezone } = await getSettingsForProject(input.projectId);
const currentPeriod = getChartStartEndDate(input, timezone);
const previousPeriod = getChartPrevStartEndDate(currentPeriod);
funnel: publicProcedure
.input(
zReportInput.and(
z.object({
shareId: z.string().optional(),
reportId: z.string().optional(),
}),
),
)
.query(async ({ input, ctx }) => {
let chartInput = input;
const [current, previous] = await Promise.all([
funnelService.getFunnel({ ...input, ...currentPeriod, timezone }),
input.previous
? funnelService.getFunnel({ ...input, ...previousPeriod, timezone })
: Promise.resolve(null),
]);
if (input.shareId) {
// Require reportId when shareId provided
if (!input.reportId) {
throw new Error('reportId required with shareId');
}
return {
current,
previous,
};
}),
// Validate share access
const shareValidation = await validateShareAccess(
input.shareId,
input.reportId,
{
cookies: ctx.cookies,
session: ctx.session?.userId
? { userId: ctx.session.userId }
: undefined,
},
);
if (!shareValidation.isValid) {
throw TRPCAccessError('You do not have access to this share');
}
conversion: protectedProcedure.input(zChartInput).query(async ({ input }) => {
const { timezone } = await getSettingsForProject(input.projectId);
const currentPeriod = getChartStartEndDate(input, timezone);
const previousPeriod = getChartPrevStartEndDate(currentPeriod);
// Fetch report and merge date overrides
const report = await getReportById(input.reportId);
if (!report) {
throw TRPCAccessError('Report not found');
}
const [current, previous] = await Promise.all([
conversionService.getConversion({ ...input, ...currentPeriod, timezone }),
input.previous
? conversionService.getConversion({
...input,
...previousPeriod,
timezone,
})
: Promise.resolve(null),
]);
chartInput = {
...report,
// Only allow date overrides
range: input.range ?? report.range,
startDate: input.startDate ?? report.startDate,
endDate: input.endDate ?? report.endDate,
interval: input.interval ?? report.interval,
};
} else {
// Regular member access check
if (!ctx.session?.userId) {
throw TRPCAccessError('Authentication required');
}
const access = await getProjectAccess({
projectId: input.projectId,
userId: ctx.session.userId,
});
if (!access) {
throw TRPCAccessError('You do not have access to this project');
}
}
return {
current: current.map((serie, sIndex) => ({
...serie,
data: serie.data.map((d, dIndex) => ({
...d,
previousRate: previous?.[sIndex]?.data?.[dIndex]?.rate,
const { timezone } = await getSettingsForProject(chartInput.projectId);
const currentPeriod = getChartStartEndDate(chartInput, timezone);
const previousPeriod = getChartPrevStartEndDate(currentPeriod);
const [current, previous] = await Promise.all([
funnelService.getFunnel({ ...chartInput, ...currentPeriod, timezone }),
chartInput.previous
? funnelService.getFunnel({
...chartInput,
...previousPeriod,
timezone,
})
: Promise.resolve(null),
]);
return {
current,
previous,
};
}),
conversion: publicProcedure
.input(
zReportInput.and(
z.object({
shareId: z.string().optional(),
reportId: z.string().optional(),
}),
),
)
.query(async ({ input, ctx }) => {
let chartInput = input;
if (input.shareId) {
// Require reportId when shareId provided
if (!input.reportId) {
throw new Error('reportId required with shareId');
}
// Validate share access
const shareValidation = await validateShareAccess(
input.shareId,
input.reportId,
{
cookies: ctx.cookies,
session: ctx.session?.userId
? { userId: ctx.session.userId }
: undefined,
},
);
if (!shareValidation.isValid) {
throw TRPCAccessError('You do not have access to this share');
}
// Fetch report and merge date overrides
const report = await getReportById(input.reportId);
if (!report) {
throw TRPCAccessError('Report not found');
}
chartInput = {
...report,
// Only allow date overrides
range: input.range ?? report.range,
startDate: input.startDate ?? report.startDate,
endDate: input.endDate ?? report.endDate,
interval: input.interval ?? report.interval,
};
} else {
// Regular member access check
if (!ctx.session?.userId) {
throw TRPCAccessError('Authentication required');
}
const access = await getProjectAccess({
projectId: input.projectId,
userId: ctx.session.userId,
});
if (!access) {
throw TRPCAccessError('You do not have access to this project');
}
}
const { timezone } = await getSettingsForProject(chartInput.projectId);
const currentPeriod = getChartStartEndDate(chartInput, timezone);
const previousPeriod = getChartPrevStartEndDate(currentPeriod);
const interval = chartInput.interval;
const [current, previous] = await Promise.all([
conversionService.getConversion({
...chartInput,
...currentPeriod,
interval,
timezone,
}),
chartInput.previous
? conversionService.getConversion({
...chartInput,
...previousPeriod,
interval,
timezone,
})
: Promise.resolve(null),
]);
return {
current: current.map((serie, sIndex) => ({
...serie,
data: serie.data.map((d, dIndex) => ({
...d,
previousRate: previous?.[sIndex]?.data?.[dIndex]?.rate,
})),
})),
})),
previous,
};
previous,
};
}),
sankey: protectedProcedure.input(zReportInput).query(async ({ input }) => {
const { timezone } = await getSettingsForProject(input.projectId);
const currentPeriod = getChartStartEndDate(input, timezone);
// Extract sankey options
const options = input.options;
if (!options || options.type !== 'sankey') {
throw new Error('Sankey options are required');
}
// Extract start/end events from series based on mode
const eventSeries = onlyReportEvents(input.series);
if (!eventSeries[0]) {
throw new Error('Start and end events are required');
}
return sankeyService.getSankey({
projectId: input.projectId,
startDate: currentPeriod.startDate,
endDate: currentPeriod.endDate,
steps: options.steps,
mode: options.mode,
startEvent: eventSeries[0],
endEvent: eventSeries[1],
exclude: options.exclude || [],
include: options.include,
timezone,
});
}),
chart: publicProcedure
// .use(cacher)
.input(zChartInput)
.input(
zReportInput.and(
z.object({
shareId: z.string().optional(),
reportId: z.string().optional(),
}),
),
)
.query(async ({ input, ctx }) => {
if (ctx.session.userId) {
let chartInput = input;
if (input.shareId) {
// Require reportId when shareId provided
if (!input.reportId) {
throw new Error('reportId required with shareId');
}
// Validate share access
const shareValidation = await validateShareAccess(
input.shareId,
input.reportId,
ctx,
);
if (!shareValidation.isValid) {
throw TRPCAccessError('You do not have access to this share');
}
// Fetch report and merge date overrides
const report = await getReportById(input.reportId);
if (!report) {
throw TRPCAccessError('Report not found');
}
chartInput = {
...report,
// Only allow date overrides
range: input.range ?? report.range,
startDate: input.startDate ?? report.startDate,
endDate: input.endDate ?? report.endDate,
interval: input.interval ?? report.interval,
};
} else {
// Regular member access check
if (!ctx.session?.userId) {
throw TRPCAccessError('Authentication required');
}
const access = await getProjectAccess({
projectId: input.projectId,
userId: ctx.session.userId,
});
if (!access) {
const share = await db.shareOverview.findFirst({
where: {
projectId: input.projectId,
},
});
if (!share) {
throw TRPCAccessError('You do not have access to this project');
}
}
} else {
const share = await db.shareOverview.findFirst({
where: {
projectId: input.projectId,
},
});
if (!share) {
throw TRPCAccessError('You do not have access to this project');
}
}
// Use new chart engine
return ChartEngine.execute(input);
return ChartEngine.execute(chartInput);
}),
aggregate: publicProcedure
.input(zChartInput)
.input(
zReportInput.and(
z.object({
shareId: z.string().optional(),
reportId: z.string().optional(),
}),
),
)
.query(async ({ input, ctx }) => {
if (ctx.session.userId) {
let chartInput = input;
if (input.shareId) {
// Require reportId when shareId provided
if (!input.reportId) {
throw new Error('reportId required with shareId');
}
// Validate share access
const shareValidation = await validateShareAccess(
input.shareId,
input.reportId,
{
cookies: ctx.cookies,
session: ctx.session?.userId
? { userId: ctx.session.userId }
: undefined,
},
);
if (!shareValidation.isValid) {
throw TRPCAccessError('You do not have access to this share');
}
// Fetch report and merge date overrides
const report = await getReportById(input.reportId);
if (!report) {
throw TRPCAccessError('Report not found');
}
chartInput = {
...report,
// Only allow date overrides
range: input.range ?? report.range,
startDate: input.startDate ?? report.startDate,
endDate: input.endDate ?? report.endDate,
interval: input.interval ?? report.interval,
};
} else {
// Regular member access check
if (!ctx.session?.userId) {
throw TRPCAccessError('Authentication required');
}
const access = await getProjectAccess({
projectId: input.projectId,
userId: ctx.session.userId,
});
if (!access) {
const share = await db.shareOverview.findFirst({
where: {
projectId: input.projectId,
},
});
if (!share) {
throw TRPCAccessError('You do not have access to this project');
}
}
} else {
const share = await db.shareOverview.findFirst({
where: {
projectId: input.projectId,
},
});
if (!share) {
throw TRPCAccessError('You do not have access to this project');
}
}
// Use aggregate chart engine (optimized for bar/pie charts)
return AggregateChartEngine.execute(input);
return AggregateChartEngine.execute(chartInput);
}),
cohort: protectedProcedure
cohort: publicProcedure
.input(
z.object({
projectId: z.string(),
@@ -461,26 +679,110 @@ export const chartRouter = createTRPCRouter({
endDate: z.string().nullish(),
interval: zTimeInterval.default('day'),
range: zRange,
shareId: z.string().optional(),
reportId: z.string().optional(),
}),
)
.query(async ({ input }) => {
const { timezone } = await getSettingsForProject(input.projectId);
const { projectId, firstEvent, secondEvent } = input;
const dates = getChartStartEndDate(input, timezone);
.query(async ({ input, ctx }) => {
let projectId = input.projectId;
let firstEvent = input.firstEvent;
let secondEvent = input.secondEvent;
let criteria = input.criteria;
let dateRange = input.range;
let startDate = input.startDate;
let endDate = input.endDate;
let interval = input.interval;
if (input.shareId) {
// Require reportId when shareId provided
if (!input.reportId) {
throw new Error('reportId required with shareId');
}
// Validate share access
const shareValidation = await validateShareAccess(
input.shareId,
input.reportId,
{
cookies: ctx.cookies,
session: ctx.session?.userId
? { userId: ctx.session.userId }
: undefined,
},
);
if (!shareValidation.isValid) {
throw TRPCAccessError('You do not have access to this share');
}
// Fetch report and extract events
const report = await getReportById(input.reportId);
if (!report) {
throw TRPCAccessError('Report not found');
}
projectId = report.projectId;
const retentionOptions = report.options?.type === 'retention' ? report.options : undefined;
criteria = retentionOptions?.criteria ?? criteria;
dateRange = input.range ?? report.range;
startDate = input.startDate ?? report.startDate;
endDate = input.endDate ?? report.endDate;
interval = input.interval ?? report.interval;
// Extract events from report series
const eventSeries = onlyReportEvents(report.series);
const extractedFirstEvent = (
eventSeries[0]?.filters?.[0]?.value ?? []
).map(String);
const extractedSecondEvent = (
eventSeries[1]?.filters?.[0]?.value ?? []
).map(String);
if (
extractedFirstEvent.length === 0 ||
extractedSecondEvent.length === 0
) {
throw new Error('Report must have at least 2 event series');
}
firstEvent = extractedFirstEvent;
secondEvent = extractedSecondEvent;
} else {
// Regular member access check
if (!ctx.session?.userId) {
throw TRPCAccessError('Authentication required');
}
const access = await getProjectAccess({
projectId: input.projectId,
userId: ctx.session.userId,
});
if (!access) {
throw TRPCAccessError('You do not have access to this project');
}
}
const { timezone } = await getSettingsForProject(projectId);
const dates = getChartStartEndDate(
{
range: dateRange,
startDate,
endDate,
},
timezone,
);
const diffInterval = {
minute: () => differenceInDays(dates.endDate, dates.startDate),
hour: () => differenceInDays(dates.endDate, dates.startDate),
day: () => differenceInDays(dates.endDate, dates.startDate),
week: () => differenceInWeeks(dates.endDate, dates.startDate),
month: () => differenceInMonths(dates.endDate, dates.startDate),
}[input.interval]();
}[interval]();
const sqlInterval = {
minute: 'DAY',
hour: 'DAY',
day: 'DAY',
week: 'WEEK',
month: 'MONTH',
}[input.interval];
}[interval];
const sqlToStartOf = {
minute: 'toDate',
@@ -488,9 +790,9 @@ export const chartRouter = createTRPCRouter({
day: 'toDate',
week: 'toStartOfWeek',
month: 'toStartOfMonth',
}[input.interval];
}[interval];
const countCriteria = input.criteria === 'on_or_after' ? '>=' : '=';
const countCriteria = criteria === 'on_or_after' ? '>=' : '=';
const usersSelect = range(0, diffInterval + 1)
.map(