archivdms/internal/storage/dashboard.go

// Dashboard aggregation store. MVP: a single struct of live COUNT/GROUP BY
// queries per tenant, no caching layer and no materialized views. All queries
// are tenant-scoped (WHERE tenant_id = $1) exactly like the rest of the store.
package storage

import (
	"context"
	"fmt"
)

// DashboardStats is the aggregated key-figure snapshot for one tenant, served
// by GET /api/dashboard.
type DashboardStats struct {
	TotalDocuments        int64                 `json:"total_documents"`
	DocumentsThisMonth    int64                 `json:"documents_this_month"`
	TrashCount            int64                 `json:"trash_count"`
	PendingDeleteRequests int64                 `json:"pending_delete_requests"`
	RemindersDue          int64                 `json:"reminders_due"`
	RemindersUpcoming7d   int64                 `json:"reminders_upcoming_7d"`
	RetentionExpiring30d  int64                 `json:"retention_expiring_30d"`
	DocumentsByType       []DocumentTypeCount   `json:"documents_by_type"`
}

// DocumentTypeCount is one entry of the documents_by_type breakdown.
type DocumentTypeCount struct {
	DocumentTypeName string `json:"document_type_name"`
	Count            int64  `json:"count"`
}

// GetDashboardStats computes the aggregated dashboard key figures for a tenant.
// Reminders are additionally scoped to the requesting user (reminders are
// per-user like in ListReminders); the document/trash/retention figures are
// tenant-wide.
func (s *Store) GetDashboardStats(ctx context.Context, tenantID, userID int64) (*DashboardStats, error) {
	var stats DashboardStats

	// Documents: active count + this-calendar-month count in one scan.
	err := s.db.QueryRow(ctx, `
		SELECT
			COUNT(*) FILTER (WHERE deleted_at IS NULL),
			COUNT(*) FILTER (WHERE deleted_at IS NULL AND created_at >= date_trunc('month', now())),
			COUNT(*) FILTER (WHERE deleted_at IS NOT NULL)
		FROM documents WHERE tenant_id = $1
	`, tenantID).Scan(&stats.TotalDocuments, &stats.DocumentsThisMonth, &stats.TrashCount)
	if err != nil {
		return nil, fmt.Errorf("storage: dashboard document counts: %w", err)
	}

	// Open delete requests (awaiting confirmation or blocked by retention).
	err = s.db.QueryRow(ctx, `
		SELECT COUNT(*) FROM document_delete_requests
		WHERE tenant_id = $1 AND status IN ('pending', 'blocked_retention')
	`, tenantID).Scan(&stats.PendingDeleteRequests)
	if err != nil {
		return nil, fmt.Errorf("storage: dashboard pending delete requests: %w", err)
	}

	// Reminders (per user): due/overdue and upcoming within 7 days. "Not done"
	// means still status='open' (see reminders.go status semantics).
	err = s.db.QueryRow(ctx, `
		SELECT
			COUNT(*) FILTER (WHERE due_date <= now()),
			COUNT(*) FILTER (WHERE due_date > now() AND due_date <= now() + interval '7 days')
		FROM reminders WHERE tenant_id = $1 AND user_id = $2 AND status = 'open'
	`, tenantID, userID).Scan(&stats.RemindersDue, &stats.RemindersUpcoming7d)
	if err != nil {
		return nil, fmt.Errorf("storage: dashboard reminders: %w", err)
	}

	// Retention expiring within the next 30 days (active documents only).
	err = s.db.QueryRow(ctx, `
		SELECT COUNT(*) FROM documents
		WHERE tenant_id = $1 AND deleted_at IS NULL
			AND retain_until IS NOT NULL
			AND retain_until >= current_date
			AND retain_until <= current_date + 30
	`, tenantID).Scan(&stats.RetentionExpiring30d)
	if err != nil {
		return nil, fmt.Errorf("storage: dashboard retention expiring: %w", err)
	}

	// Documents by type — top 5 by count. Uses the structured document_types
	// entity via doc_type_id, falling back to the deprecated free-text doc_type
	// for Bestandsschutz, and "(ohne Typ)" when neither is set.
	rows, err := s.db.Query(ctx, `
		SELECT COALESCE(dt.name, NULLIF(d.doc_type, ''), '(ohne Typ)') AS type_name, COUNT(*) AS cnt
		FROM documents d
		LEFT JOIN document_types dt ON dt.id = d.doc_type_id
		WHERE d.tenant_id = $1 AND d.deleted_at IS NULL
		GROUP BY type_name
		ORDER BY cnt DESC, type_name ASC
		LIMIT 5
	`, tenantID)
	if err != nil {
		return nil, fmt.Errorf("storage: dashboard documents by type: %w", err)
	}
	defer rows.Close()

	for rows.Next() {
		var c DocumentTypeCount
		if err := rows.Scan(&c.DocumentTypeName, &c.Count); err != nil {
			return nil, fmt.Errorf("storage: scan documents by type: %w", err)
		}
		stats.DocumentsByType = append(stats.DocumentsByType, c)
	}
	if err := rows.Err(); err != nil {
		return nil, fmt.Errorf("storage: dashboard documents by type rows: %w", err)
	}
	if stats.DocumentsByType == nil {
		stats.DocumentsByType = []DocumentTypeCount{}
	}

	return &stats, nil
}