Files
calendar/packages/lib/server/service/InsightsRoutingBaseService.ts
T
Eunjae LeeGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
a494428334 refactor: FailedBookingsByField to use Insights Routing Service (#23259)
* refactor: FailedBookingsByField to use Insights Routing Service

- Move getFailedBookingsByRoutingFormGroup logic to InsightsRoutingBaseService
- Replace legacy getWhereForTeamOrAllTeams with getBaseConditions()
- Add failedBookingsByFieldInputSchema with date filtering support
- Update tRPC endpoint to use createInsightsRoutingService pattern
- Update component to pass startDate/endDate parameters
- Remove legacy method from routing-events.ts

Follows same pattern as PR #23031 for RoutedToPerPeriod refactoring

Co-Authored-By: eunjae@cal.com <hey@eunjae.dev>

* fix: use useInsightsRoutingParameters hook in FailedBookingsByField

- Add missing import for useInsightsRoutingParameters
- Update component to follow same pattern as PR #23031
- Add columnFilters support to failedBookingsByFieldInputSchema
- Maintain routingFormId parameter from useInsightsParameters

Co-Authored-By: eunjae@cal.com <hey@eunjae.dev>

* refactor: remove separate routingFormId parameter

- Remove routingFormId parameter from getFailedBookingsByFieldData method
- Update component to only use insightsRoutingParameters
- Remove routingFormId from failedBookingsByFieldInputSchema
- Let getBaseConditions handle all filtering including routing form filtering
- Simplify tRPC endpoint to not pass separate routingFormId

Co-Authored-By: eunjae@cal.com <hey@eunjae.dev>

* clean up

* fix

* refactor: use RoutingFormResponseDenormalized directly in getFailedBookingsByFieldData

- Replace complex CTE approach with direct denormalized table query
- Join with App_RoutingForms_Form to access field definitions from JSON
- Use RoutingFormResponseField for response values
- Filter failed bookings with bookingUid IS NULL
- Maintain same data structure for UI compatibility
- Follow existing service patterns for authorization and date filtering

Co-Authored-By: eunjae@cal.com <hey@eunjae.dev>

* fixing failed bookings query

* fix query

* fix integration test

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2025-08-28 22:26:32 +09:00

1038 lines
33 KiB
TypeScript

import { Prisma } from "@prisma/client";
import { z } from "zod";
import dayjs from "@calcom/dayjs";
import { makeSqlCondition } from "@calcom/features/data-table/lib/server";
import type { FilterValue, TextFilterValue, TypedColumnFilter } from "@calcom/features/data-table/lib/types";
import type { ColumnFilterType } from "@calcom/features/data-table/lib/types";
import {
isMultiSelectFilterValue,
isTextFilterValue,
isNumberFilterValue,
isSingleSelectFilterValue,
} from "@calcom/features/data-table/lib/utils";
import type { DateRange } from "@calcom/features/insights/server/insightsDateUtils";
import type { readonlyPrisma } from "@calcom/prisma";
import type { BookingStatus } from "@calcom/prisma/enums";
import { MembershipRole } from "@calcom/prisma/enums";
import { MembershipRepository } from "../repository/membership";
import { TeamRepository } from "../repository/team";
export const insightsRoutingServiceOptionsSchema = z.discriminatedUnion("scope", [
z.object({
scope: z.literal("user"),
userId: z.number(),
orgId: z.number(),
}),
z.object({
scope: z.literal("org"),
userId: z.number(),
orgId: z.number(),
}),
z.object({
scope: z.literal("team"),
userId: z.number(),
orgId: z.number(),
teamId: z.number(),
}),
]);
export type InsightsRoutingServicePublicOptions = {
scope: "user" | "org" | "team";
userId: number;
orgId: number | null;
teamId: number | undefined;
};
export type InsightsRoutingServiceOptions = z.infer<typeof insightsRoutingServiceOptionsSchema>;
export type InsightsRoutingServiceFilterOptions = {
startDate: string;
endDate: string;
columnFilters?: TypedColumnFilter<ColumnFilterType>[];
};
export type InsightsRoutingTableItem = {
id: number;
uuid: string | null;
formId: string;
formName: string;
formTeamId: number | null;
formUserId: number;
bookingUid: string | null;
bookingId: number | null;
bookingStatus: BookingStatus | null;
bookingStatusOrder: number | null;
bookingCreatedAt: Date | null;
bookingUserId: number | null;
bookingUserName: string | null;
bookingUserEmail: string | null;
bookingUserAvatarUrl: string | null;
bookingAssignmentReason: string | null;
bookingStartTime: Date | null;
bookingEndTime: Date | null;
eventTypeId: number | null;
eventTypeParentId: number | null;
eventTypeSchedulingType: string | null;
createdAt: Date;
utm_source: string | null;
utm_medium: string | null;
utm_campaign: string | null;
utm_term: string | null;
utm_content: string | null;
bookingAttendees: Array<{
name: string;
timeZone: string;
email: string;
phoneNumber: string | null;
}>;
fields: Array<{
fieldId: string | null;
valueString: string | null;
valueNumber: number | null;
valueStringArray: string[] | null;
}>;
};
const NOTHING_CONDITION = Prisma.sql`1=0`;
// Define allowed column names for sorting to prevent SQL injection
const ALLOWED_SORT_COLUMNS = new Set([
"id",
"uuid",
"formId",
"formName",
"formTeamId",
"formUserId",
"bookingUid",
"bookingId",
"bookingStatus",
"bookingStatusOrder",
"bookingCreatedAt",
"bookingUserId",
"bookingUserName",
"bookingUserEmail",
"bookingUserAvatarUrl",
"bookingAssignmentReason",
"bookingStartTime",
"bookingEndTime",
"eventTypeId",
"eventTypeParentId",
"eventTypeSchedulingType",
"createdAt",
"utm_source",
"utm_medium",
"utm_campaign",
"utm_term",
"utm_content",
]);
type GetConditionsOptions = {
exclude?: {
createdAt?: boolean;
columnFilterIds?: string[];
};
};
export class InsightsRoutingBaseService {
private prisma: typeof readonlyPrisma;
private options: InsightsRoutingServiceOptions | null;
private filters: InsightsRoutingServiceFilterOptions;
constructor({
prisma,
options,
filters,
}: {
prisma: typeof readonlyPrisma;
options: InsightsRoutingServicePublicOptions;
filters: InsightsRoutingServiceFilterOptions;
}) {
this.prisma = prisma;
const validation = insightsRoutingServiceOptionsSchema.safeParse(options);
this.options = validation.success ? validation.data : null;
this.filters = filters;
}
/**
* Returns routing funnel data split by the given date ranges.
* @param dateRanges Array of { startDate, endDate, formattedDate }
*/
async getRoutingFunnelData(dateRanges: DateRange[]) {
if (!dateRanges.length) return [];
// Validate date formats
for (const range of dateRanges) {
if (isNaN(Date.parse(range.startDate)) || isNaN(Date.parse(range.endDate))) {
throw new Error(`Invalid date format in range: ${range.startDate} - ${range.endDate}`);
}
}
const baseConditions = await this.getBaseConditions();
// Build the CASE statements for each date range with proper date casting
const caseStatements = dateRanges
.map(
(dateRange) => Prisma.sql`
WHEN "createdAt" >= ${dateRange.startDate}::timestamp AND "createdAt" <= ${dateRange.endDate}::timestamp THEN ${dateRange.formattedDate}
`
)
.reduce((acc, curr) => Prisma.sql`${acc} ${curr}`);
// Single query to get all data grouped by date ranges using CTE
const results = await this.prisma.$queryRaw<
Array<{
dateRange: string | null;
totalSubmissions: bigint;
successfulRoutings: bigint;
acceptedBookings: bigint;
}>
>`
WITH date_ranged_data AS (
SELECT
CASE ${caseStatements}
ELSE NULL
END as "dateRange",
"bookingUid",
"bookingStatus"
FROM "RoutingFormResponseDenormalized" rfrd
WHERE ${baseConditions}
)
SELECT
"dateRange",
COUNT(*) as "totalSubmissions",
COUNT(CASE WHEN "bookingUid" IS NOT NULL THEN 1 END) as "successfulRoutings",
COUNT(CASE WHEN "bookingStatus" NOT IN ('cancelled', 'rejected') THEN 1 END) as "acceptedBookings"
FROM date_ranged_data
WHERE "dateRange" IS NOT NULL
GROUP BY "dateRange"
ORDER BY "dateRange"
`;
// Create a map of results by dateRange for easy lookup
const resultsMap = new Map(
results
.filter((row): row is typeof row & { dateRange: string } => row.dateRange !== null)
.map((row) => [
row.dateRange,
{
name: row.dateRange,
totalSubmissions: Number(row.totalSubmissions),
successfulRoutings: Number(row.successfulRoutings),
acceptedBookings: Number(row.acceptedBookings),
},
])
);
// Return all date ranges, filling with 0 values for missing data
return dateRanges.map((dateRange) => {
const existingData = resultsMap.get(dateRange.formattedDate);
const data = existingData || {
name: dateRange.formattedDate,
totalSubmissions: 0,
successfulRoutings: 0,
acceptedBookings: 0,
};
return {
...data,
formattedDateFull: dateRange.formattedDateFull,
};
});
}
/**
* Returns paginated table data for routing form responses.
* @param sorting Array of sorting objects with id and desc properties
* @param limit Number of records to return
* @param offset Number of records to skip
*/
async getTableData({
sorting,
limit,
offset,
}: {
sorting?: Array<{ id: string; desc: boolean }>;
limit: number;
offset: number;
}) {
const baseConditions = await this.getBaseConditions();
// Build ORDER BY clause
const orderByClause = this.buildOrderByClause(sorting);
// Get total count
const totalCountResult = await this.prisma.$queryRaw<Array<{ count: bigint }>>`
SELECT COUNT(*) as count
FROM "RoutingFormResponseDenormalized" rfrd
WHERE ${baseConditions}
`;
const totalCount = Number(totalCountResult[0]?.count || 0);
// Get paginated data with JSON aggregation for attendees and fields
const data = await this.prisma.$queryRaw<Array<InsightsRoutingTableItem>>`
SELECT
rfrd."id",
rfrd."uuid",
rfrd."formId",
rfrd."formName",
rfrd."formTeamId",
rfrd."formUserId",
rfrd."bookingUid",
rfrd."bookingId",
UPPER(rfrd."bookingStatus"::text) as "bookingStatus",
rfrd."bookingStatusOrder",
rfrd."bookingCreatedAt",
rfrd."bookingUserId",
rfrd."bookingUserName",
rfrd."bookingUserEmail",
rfrd."bookingUserAvatarUrl",
rfrd."bookingAssignmentReason",
rfrd."bookingStartTime",
rfrd."bookingEndTime",
rfrd."eventTypeId",
rfrd."eventTypeParentId",
rfrd."eventTypeSchedulingType",
rfrd."createdAt",
rfrd."utm_source",
rfrd."utm_medium",
rfrd."utm_campaign",
rfrd."utm_term",
rfrd."utm_content",
(
SELECT COALESCE(
json_agg(
json_build_object(
'name', a."name",
'timeZone', a."timeZone",
'email', a."email",
'phoneNumber', a."phoneNumber"
)
) FILTER (WHERE a."id" IS NOT NULL),
'[]'::json
)
FROM "Booking" b2
LEFT JOIN "Attendee" a ON a."bookingId" = b2."id"
WHERE b2."uid" = rfrd."bookingUid"
) as "bookingAttendees",
(
SELECT COALESCE(
json_agg(
json_build_object(
'fieldId', f."fieldId",
'valueString', f."valueString",
'valueNumber', f."valueNumber",
'valueStringArray', f."valueStringArray"
)
) FILTER (WHERE f."fieldId" IS NOT NULL),
'[]'::json
)
FROM "RoutingFormResponseField" f
WHERE f."responseId" = rfrd."id"
) as "fields"
FROM "RoutingFormResponseDenormalized" rfrd
WHERE ${baseConditions}
${orderByClause}
LIMIT ${limit}
OFFSET ${offset}
`;
return {
total: totalCount,
data,
};
}
async getRoutingFormStats() {
const baseConditions = await this.getBaseConditions();
// Check if bookingUid filter is applied - if so, return null as metrics don't provide value
const bookingUid = this.filters.columnFilters?.find((filter) => filter.id === "bookingUid");
if (bookingUid && isTextFilterValue(bookingUid.value) && bookingUid.value.data) {
// If bookingUid filter is applied, total count should be either 0 or 1.
// So this metrics doesn't provide any value.
return null;
}
// Get total count
const totalResult = await this.prisma.$queryRaw<Array<{ count: bigint }>>`
SELECT COUNT(*) as count
FROM "RoutingFormResponseDenormalized" rfrd
WHERE ${baseConditions}
`;
// Get total without booking count
const totalWithoutBookingResult = await this.prisma.$queryRaw<Array<{ count: bigint }>>`
SELECT COUNT(*) as count
FROM "RoutingFormResponseDenormalized" rfrd
WHERE (${baseConditions}) AND ("bookingUid" IS NULL)
`;
const total = Number(totalResult[0]?.count || 0);
const totalWithoutBooking = Number(totalWithoutBookingResult[0]?.count || 0);
return {
total,
totalWithoutBooking,
totalWithBooking: total - totalWithoutBooking,
};
}
private buildOrderByClause(sorting?: Array<{ id: string; desc: boolean }>): Prisma.Sql {
if (!sorting || sorting.length === 0) {
return Prisma.sql`ORDER BY "createdAt" DESC`;
}
const orderByParts = sorting
.filter((sort) => ALLOWED_SORT_COLUMNS.has(sort.id))
.map((sort) => {
const direction = sort.desc ? Prisma.sql`DESC` : Prisma.sql`ASC`;
return Prisma.sql`"${Prisma.raw(sort.id)}" ${direction}`;
});
if (orderByParts.length === 0) {
return Prisma.sql`ORDER BY "createdAt" DESC`;
}
return Prisma.sql`ORDER BY ${orderByParts.reduce((acc, part, index) => {
if (index === 0) return part;
return Prisma.sql`${acc}, ${part}`;
})}`;
}
/**
* Returns routed to per period data with pagination support.
* @param period The period type (day, week, month)
* @param limit Optional limit for results
* @param searchQuery Optional search query for user names/emails
*/
async getRoutedToPerPeriodData({
period,
limit,
searchQuery,
}: {
period: "perDay" | "perWeek" | "perMonth";
limit?: number;
searchQuery?: string;
}) {
const dayJsPeriodMap = {
perDay: "day",
perWeek: "week",
perMonth: "month",
} as const;
const dayjsPeriod = dayJsPeriodMap[period];
const startDate = dayjs(this.filters.startDate).startOf(dayjsPeriod).toDate();
const endDate = dayjs(this.filters.endDate).endOf(dayjsPeriod).toDate();
const baseConditions = await this.getBaseConditions({ exclude: { createdAt: true } });
// Build search condition
const searchCondition = searchQuery
? Prisma.sql`("bookingUserName" ILIKE ${`%${searchQuery}%`} OR "bookingUserEmail" ILIKE ${`%${searchQuery}%`})`
: Prisma.sql`1 = 1`;
// Get users who have been routed to during the period
const usersQuery = await this.prisma.$queryRaw<
Array<{
id: number;
name: string | null;
email: string | null;
avatarUrl: string | null;
}>
>`
SELECT DISTINCT ON ("bookingUserId")
"bookingUserId" as id,
"bookingUserName" as name,
"bookingUserEmail" as email,
"bookingUserAvatarUrl" as "avatarUrl"
FROM "RoutingFormResponseDenormalized" rfrd
WHERE "bookingUid" IS NOT NULL
AND "bookingUserId" IS NOT NULL
AND "createdAt" >= ${startDate}
AND "createdAt" <= ${endDate}
AND ${baseConditions}
AND ${searchCondition}
ORDER BY "bookingUserId", "createdAt" DESC
${limit ? Prisma.sql`LIMIT ${limit}` : Prisma.empty}
`;
const users = usersQuery;
// Return early if no users found
if (users.length === 0) {
return {
users: {
data: [],
nextCursor: undefined,
},
periodStats: {
data: [],
nextCursor: undefined,
},
};
}
// Get periods with pagination
const periodStats = await this.prisma.$queryRaw<
Array<{
userId: number;
period_start: Date;
total: number;
}>
>`
WITH RECURSIVE date_range AS (
SELECT date_trunc(${dayjsPeriod}, ${startDate}::timestamp) as date
UNION ALL
SELECT date + (CASE
WHEN ${dayjsPeriod} = 'day' THEN interval '1 day'
WHEN ${dayjsPeriod} = 'week' THEN interval '1 week'
WHEN ${dayjsPeriod} = 'month' THEN interval '1 month'
END)
FROM date_range
WHERE date + (CASE
WHEN ${dayjsPeriod} = 'day' THEN interval '1 day'
WHEN ${dayjsPeriod} = 'week' THEN interval '1 week'
WHEN ${dayjsPeriod} = 'month' THEN interval '1 month'
END) <= date_trunc(${dayjsPeriod}, ${endDate}::timestamp)
),
all_users AS (
SELECT unnest(ARRAY[${Prisma.join(users.map((u) => u.id))}]) as user_id
),
paginated_periods AS (
SELECT date as period_start
FROM date_range
ORDER BY date ASC
${limit ? Prisma.sql`LIMIT ${limit}` : Prisma.empty}
), date_user_combinations AS (
SELECT
period_start,
user_id as "userId"
FROM paginated_periods
CROSS JOIN all_users
),
booking_counts AS (
SELECT
"bookingUserId",
date_trunc(${dayjsPeriod}, "createdAt") as period_start,
COUNT(DISTINCT "bookingId")::integer as total
FROM "RoutingFormResponseDenormalized" rfrd
WHERE "bookingUserId" IN (SELECT user_id FROM all_users)
AND "createdAt" >= (SELECT MIN(period_start) FROM paginated_periods)
AND "createdAt" < (
(SELECT MAX(period_start) FROM paginated_periods)
+ (CASE
WHEN ${dayjsPeriod} = 'day' THEN interval '1 day'
WHEN ${dayjsPeriod} = 'week' THEN interval '1 week'
WHEN ${dayjsPeriod} = 'month' THEN interval '1 month'
END)
)
AND ${baseConditions}
GROUP BY 1, 2
)
SELECT
c."userId",
c.period_start,
COALESCE(b.total, 0)::integer as total
FROM date_user_combinations c
LEFT JOIN booking_counts b ON
b."bookingUserId" = c."userId" AND
b.period_start = c.period_start
ORDER BY c.period_start ASC, c."userId" ASC
`;
// Get statistics for the entire period for comparison
const statsQuery = await this.prisma.$queryRaw<
Array<{
userId: number;
total_bookings: number;
}>
>`
SELECT
"bookingUserId" as "userId",
COUNT(DISTINCT "bookingId")::integer as total_bookings
FROM "RoutingFormResponseDenormalized" rfrd
WHERE "bookingUid" IS NOT NULL
AND "createdAt" >= ${startDate}
AND "createdAt" <= ${endDate}
AND ${baseConditions}
GROUP BY "bookingUserId"
ORDER BY total_bookings ASC
`;
// Calculate average and median
const average =
statsQuery.reduce((sum, stat) => sum + Number(stat.total_bookings), 0) / statsQuery.length || 0;
const median = statsQuery[Math.floor(statsQuery.length / 2)]?.total_bookings || 0;
// Create a map of user performance indicators
const userPerformance = statsQuery.reduce((acc, stat) => {
acc[stat.userId] = {
total: stat.total_bookings,
performance:
stat.total_bookings > average
? "above_average"
: stat.total_bookings === median
? "median"
: stat.total_bookings < average
? "below_average"
: "at_average",
};
return acc;
}, {} as Record<number, { total: number; performance: "above_average" | "at_average" | "below_average" | "median" }>);
return {
users: {
data: users.map((user) => ({
...user,
performance: userPerformance[user.id]?.performance || "no_data",
totalBookings: userPerformance[user.id]?.total || 0,
})),
},
periodStats: {
data: periodStats,
},
};
}
/**
* Get routed to per period data for CSV export
* @param period The period type (day, week, month)
* @param searchQuery Optional search query for user names/emails
*/
async getRoutedToPerPeriodCsvData({
period,
searchQuery,
}: {
period: "perDay" | "perWeek" | "perMonth";
searchQuery?: string;
}) {
// Call the main method without limit to get all data
const data = await this.getRoutedToPerPeriodData({
period,
searchQuery,
// No limit = get all data
});
// Transform to CSV format
const userStatsMap = new Map<number, Record<string, number>>();
data.periodStats.data.forEach((stat) => {
const userId = stat.userId;
if (!userStatsMap.has(userId)) {
userStatsMap.set(userId, {});
}
userStatsMap.get(userId)![stat.period_start.toISOString()] = stat.total;
});
return data.users.data.map((user) => {
const stats = userStatsMap.get(user.id) || {};
const periodData = Object.entries(stats).reduce(
(acc, [periodStart, total]) => ({
...acc,
[`Responses ${dayjs(periodStart).format("YYYY-MM-DD")}`]: total.toString(),
}),
{} as Record<string, string>
);
return {
"User ID": user.id.toString(),
Name: user.name || "",
Email: user.email || "",
"Total Bookings": user.totalBookings.toString(),
Performance: user.performance,
...periodData,
};
});
}
async getBaseConditions(conditionsOptions?: GetConditionsOptions): Promise<Prisma.Sql> {
const authConditions = await this.getAuthorizationConditions();
const filterConditions = await this.getFilterConditions(conditionsOptions);
if (authConditions && filterConditions) {
return Prisma.sql`((${authConditions}) AND (${filterConditions}))`;
} else if (authConditions) {
return Prisma.sql`(${authConditions})`;
} else if (filterConditions) {
return Prisma.sql`(${filterConditions})`;
} else {
return NOTHING_CONDITION;
}
}
async getFilterConditions(conditionsOptions?: GetConditionsOptions): Promise<Prisma.Sql | null> {
const conditions: Prisma.Sql[] = [];
const exclude = (conditionsOptions || {}).exclude || {};
// Date range filtering
if (!exclude.createdAt) {
conditions.push(
Prisma.sql`rfrd."createdAt" >= ${this.filters.startDate}::timestamp AND rfrd."createdAt" <= ${this.filters.endDate}::timestamp`
);
}
const columnFilters = (this.filters.columnFilters || []).filter(
(filter) => !(exclude.columnFilterIds || []).includes(filter.id)
);
// Extract specific filters from columnFilters
// Convert columnFilters array to object for easier access
const filtersMap =
columnFilters.reduce((acc, filter) => {
acc[filter.id] = filter;
return acc;
}, {} as Record<string, TypedColumnFilter<ColumnFilterType>>) || {};
// Extract booking status order filter
const bookingStatusOrder = filtersMap["bookingStatusOrder"];
if (bookingStatusOrder && isMultiSelectFilterValue(bookingStatusOrder.value)) {
const statusCondition = makeSqlCondition(bookingStatusOrder.value);
if (statusCondition) {
conditions.push(Prisma.sql`rfrd."bookingStatusOrder" ${statusCondition}`);
}
}
// Extract booking assignment reason filter
const bookingAssignmentReason = filtersMap["bookingAssignmentReason"];
if (bookingAssignmentReason && isTextFilterValue(bookingAssignmentReason.value)) {
const reasonCondition = makeSqlCondition(bookingAssignmentReason.value);
if (reasonCondition) {
conditions.push(Prisma.sql`rfrd."bookingAssignmentReason" ${reasonCondition}`);
}
}
// Extract booking UID filter
const bookingUid = filtersMap["bookingUid"];
if (bookingUid && isTextFilterValue(bookingUid.value)) {
const uidCondition = makeSqlCondition(bookingUid.value);
if (uidCondition) {
conditions.push(Prisma.sql`rfrd."bookingUid" ${uidCondition}`);
}
}
// Extract attendee name filter
const attendeeName = filtersMap["attendeeName"];
if (attendeeName && isTextFilterValue(attendeeName.value)) {
const nameCondition = this.buildAttendeeSqlCondition(attendeeName.value, "name");
if (nameCondition) {
conditions.push(nameCondition);
}
}
// Extract attendee email filter
const attendeeEmail = filtersMap["attendeeEmail"];
if (attendeeEmail && isTextFilterValue(attendeeEmail.value)) {
const emailCondition = this.buildAttendeeSqlCondition(attendeeEmail.value, "email");
if (emailCondition) {
conditions.push(emailCondition);
}
}
// Extract attendee phone filter
const attendeePhone = filtersMap["attendeePhone"];
if (attendeePhone && isTextFilterValue(attendeePhone.value)) {
const phoneCondition = this.buildAttendeeSqlCondition(attendeePhone.value, "phone");
if (phoneCondition) {
conditions.push(phoneCondition);
}
}
// Extract member user IDs filter (multi-select)
const memberUserIds = filtersMap["bookingUserId"];
if (memberUserIds && isMultiSelectFilterValue(memberUserIds.value)) {
conditions.push(Prisma.sql`rfrd."bookingUserId" = ANY(${memberUserIds.value.data})`);
}
// Extract form ID filter (single-select)
const formId = filtersMap["formId"];
if (formId && isSingleSelectFilterValue(formId.value)) {
const formIdCondition = makeSqlCondition(formId.value);
if (formIdCondition) {
conditions.push(Prisma.sql`rfrd."formId" ${formIdCondition}`);
}
}
const fieldIdSchema = z.string().uuid();
const fieldFilters = (columnFilters || []).filter((filter) => fieldIdSchema.safeParse(filter.id).success);
if (fieldFilters.length > 0) {
const fieldConditions = fieldFilters
.map((fieldFilter) => this.buildFormFieldSqlCondition(fieldFilter.id, fieldFilter.value))
.filter((condition): condition is Prisma.Sql => condition !== null);
if (fieldConditions.length > 0) {
// Join multiple field conditions with AND
const joinedConditions = fieldConditions.reduce((acc, condition, index) => {
if (index === 0) return condition;
return Prisma.sql`(${acc}) AND (${condition})`;
});
conditions.push(joinedConditions);
}
}
if (conditions.length === 0) {
return null;
}
// Join all conditions with AND
return conditions.reduce((acc, condition, index) => {
if (index === 0) return condition;
return Prisma.sql`(${acc}) AND (${condition})`;
});
}
async getAuthorizationConditions(): Promise<Prisma.Sql> {
if (!this.options) {
return NOTHING_CONDITION;
}
const scope = this.options.scope;
const targetId =
scope === "org" ? this.options.orgId : scope === "team" ? this.options.teamId : undefined;
if (targetId && scope !== "user") {
const isOwnerOrAdmin = await this.isOwnerOrAdmin(this.options.userId, targetId);
if (!isOwnerOrAdmin) {
return NOTHING_CONDITION;
}
}
if (scope === "user") {
return Prisma.sql`rfrd."formUserId" = ${this.options.userId} AND rfrd."formTeamId" IS NULL`;
} else if (scope === "org") {
return await this.buildOrgAuthorizationCondition(this.options);
} else if (scope === "team") {
return await this.buildTeamAuthorizationCondition(this.options);
} else {
return NOTHING_CONDITION;
}
}
private async buildOrgAuthorizationCondition(
options: Extract<InsightsRoutingServiceOptions, { scope: "org" }>
): Promise<Prisma.Sql> {
// Get all teams from the organization
const teamRepo = new TeamRepository(this.prisma);
const teamsFromOrg = await teamRepo.findAllByParentId({
parentId: options.orgId,
select: { id: true },
});
const teamIds = [options.orgId, ...teamsFromOrg.map((t) => t.id)];
return Prisma.sql`(rfrd."formTeamId" = ANY(${teamIds})) OR (rfrd."formUserId" = ${options.userId} AND rfrd."formTeamId" IS NULL)`;
}
private async buildTeamAuthorizationCondition(
options: Extract<InsightsRoutingServiceOptions, { scope: "team" }>
): Promise<Prisma.Sql> {
const teamRepo = new TeamRepository(this.prisma);
const childTeamOfOrg = await teamRepo.findByIdAndParentId({
id: options.teamId,
parentId: options.orgId,
select: { id: true },
});
if (options.orgId && !childTeamOfOrg) {
return NOTHING_CONDITION;
}
return Prisma.sql`rfrd."formTeamId" = ${options.teamId}`;
}
private async isOwnerOrAdmin(userId: number, targetId: number): Promise<boolean> {
// Check if the user is an owner or admin of the organization or team
const membership = await MembershipRepository.findUniqueByUserIdAndTeamId({ userId, teamId: targetId });
return Boolean(
membership &&
membership.accepted &&
membership.role &&
(membership.role === MembershipRole.OWNER || membership.role === MembershipRole.ADMIN)
);
}
private buildFormFieldSqlCondition(fieldId: string, filterValue: FilterValue): Prisma.Sql | null {
if (isMultiSelectFilterValue(filterValue)) {
// For multi-select fields, check if the field contains any of the selected values
return Prisma.sql`EXISTS (
SELECT 1 FROM "RoutingFormResponseField" rrf
WHERE rrf."responseId" = rfrd."id"
AND rrf."fieldId" = ${fieldId}
AND rrf."valueStringArray" @> ${filterValue.data.map(String)}
)`;
} else if (isSingleSelectFilterValue(filterValue)) {
return Prisma.sql`EXISTS (
SELECT 1 FROM "RoutingFormResponseField" rrf
WHERE rrf."responseId" = rfrd."id"
AND rrf."fieldId" = ${fieldId}
AND rrf."valueString" = ${filterValue.data}
)`;
} else if (isTextFilterValue(filterValue)) {
const condition = makeSqlCondition(filterValue);
if (!condition) {
return null;
}
return Prisma.sql`EXISTS (
SELECT 1 FROM "RoutingFormResponseField" rrf
WHERE rrf."responseId" = rfrd."id"
AND rrf."fieldId" = ${fieldId}
AND rrf."valueString" ${condition}
)`;
} else if (isNumberFilterValue(filterValue)) {
const condition = makeSqlCondition(filterValue);
if (!condition) {
return null;
}
return Prisma.sql`EXISTS (
SELECT 1 FROM "RoutingFormResponseField" rrf
WHERE rrf."responseId" = rfrd."id"
AND rrf."fieldId" = ${fieldId}
AND rrf."valueNumber" ${condition}
)`;
} else {
return null;
}
}
private buildAttendeeSqlCondition(
filterValue: TextFilterValue,
attendeeColumn: "name" | "email" | "phone"
): Prisma.Sql | null {
if (!isTextFilterValue(filterValue)) {
return null;
}
const textCondition = makeSqlCondition(filterValue);
if (!textCondition) {
return null;
}
// Use switch-case to avoid Prisma.raw for column names
let columnCondition: Prisma.Sql;
switch (attendeeColumn) {
case "name":
columnCondition = Prisma.sql`a.name ${textCondition}`;
break;
case "email":
columnCondition = Prisma.sql`a.email ${textCondition}`;
break;
case "phone":
columnCondition = Prisma.sql`a."phoneNumber" ${textCondition}`;
break;
default:
return null;
}
return Prisma.sql`EXISTS (
SELECT 1 FROM "Booking" b
INNER JOIN "Attendee" a ON a."bookingId" = b."id"
WHERE b."uid" = rfrd."bookingUid"
AND ${columnCondition}
)`;
}
async getFailedBookingsByFieldData(): Promise<
Record<string, Record<string, { optionId: string; count: number; optionLabel: string }[]>>
> {
const baseConditions = await this.getBaseConditions();
// Get failed bookings (responses without a successful booking) grouped by form, field, and option
const result = await this.prisma.$queryRaw<
{
formId: string;
formName: string;
fieldId: string;
fieldLabel: string;
optionId: string;
optionLabel: string;
count: number;
}[]
>`
WITH form_fields AS (
SELECT DISTINCT
rfrd."formId" as form_id,
rfrd."formName" as form_name,
field->>'id' as field_id,
field->>'label' as field_label,
opt->>'id' as option_id,
opt->>'label' as option_label
FROM "RoutingFormResponseDenormalized" rfrd
JOIN "App_RoutingForms_Form" f ON rfrd."formId" = f.id,
LATERAL jsonb_array_elements(f.fields) as field
LEFT JOIN LATERAL jsonb_array_elements(field->'options') as opt ON true
WHERE
${baseConditions}
),
response_stats AS (
SELECT
rfrd."formId",
f."fieldId" as field_id,
COALESCE(arr.value, f."valueString", f."valueNumber"::text) as selected_option,
COUNT(DISTINCT rfrd.id) as response_count
FROM "RoutingFormResponseDenormalized" rfrd
JOIN "RoutingFormResponseField" f ON rfrd.id = f."responseId"
LEFT JOIN LATERAL unnest(f."valueStringArray") as arr(value) ON f."valueStringArray" != '{}'
WHERE ${baseConditions}
AND rfrd."bookingUid" IS NULL
AND COALESCE(arr.value, f."valueString", f."valueNumber"::text) IS NOT NULL
GROUP BY rfrd."formId", f."fieldId", COALESCE(arr.value, f."valueString", f."valueNumber"::text)
)
SELECT
ff.form_id as "formId",
ff.form_name as "formName",
ff.field_id as "fieldId",
ff.field_label as "fieldLabel",
ff.option_id as "optionId",
ff.option_label as "optionLabel",
COALESCE(rs.response_count, 0)::integer as count
FROM form_fields ff
LEFT JOIN response_stats rs ON
rs."formId" = ff.form_id AND
rs.field_id = ff.field_id AND
rs.selected_option = ff.option_id
WHERE ff.option_id IS NOT NULL
ORDER BY count DESC
`;
// First group by form and field
const groupedByFormAndField = result.reduce((acc, curr) => {
const formKey = curr.formName;
acc[formKey] = acc[formKey] || {};
const labelKey = curr.fieldLabel;
acc[formKey][labelKey] = acc[formKey][labelKey] || [];
acc[formKey][labelKey].push({
optionId: curr.optionId,
count: curr.count,
optionLabel: curr.optionLabel,
});
return acc;
}, {} as Record<string, Record<string, { optionId: string; count: number; optionLabel: string }[]>>);
// NOTE: totalCount represents the sum of all response counts across all fields and options for a form
// For example, if a form has 2 fields with 2 options each:
// Field1: Option1 (5 responses), Option2 (3 responses)
// Field2: Option1 (2 responses), Option2 (4 responses)
// Then totalCount = 5 + 3 + 2 + 4 = 14 total responses
const sortedEntries = Object.entries(groupedByFormAndField)
.map(([formName, fields]) => ({
formName,
fields,
totalCount: Object.values(fields)
.flat()
.reduce((sum, item) => sum + item.count, 0),
}))
.sort((a, b) => b.totalCount - a.totalCount);
// Convert back to original format
const sortedGroupedByFormAndField = sortedEntries.reduce((acc, { formName, fields }) => {
acc[formName] = fields;
return acc;
}, {} as Record<string, Record<string, { optionId: string; count: number; optionLabel: string }[]>>);
return sortedGroupedByFormAndField;
}
}