[TASK-2026-01-24] docs: Add ET-SAAS-015, ET-SAAS-016, ET-SAAS-017 technical specs
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---
id: "ET-SAAS-015"
title: "Especificacion Tecnica OAuth 2.0"
type: "TechnicalSpec"
status: "Proposed"
priority: "P1"
module: "oauth"
version: "1.0.0"
created_date: "2026-01-24"
updated_date: "2026-01-24"
story_points: 5
---
# ET-SAAS-015: Especificacion Tecnica - OAuth 2.0 Endpoints
## Metadata
- **Codigo:** ET-SAAS-015
- **Modulo:** Auth (extension OAuth)
- **Version:** 1.0.0
- **Estado:** Propuesto
- **Fecha:** 2026-01-24
- **Basado en:** RFC 6749, Passport.js strategies
---
## 1. Resumen Ejecutivo
### 1.1 Estado Actual
El modulo de autenticacion actual incluye:
| Componente | Estado | Limitaciones |
|------------|--------|--------------|
| JWT Auth | Implementado | Funcional |
| Refresh Tokens | Implementado | Funcional |
| Email/Password | Implementado | Funcional |
| OAuth Connections (DDL) | Implementado | Tabla existe |
| OAuth Endpoints | NO | Sin implementacion |
| Passport Strategies | NO | Sin implementacion |
| OAuth UI | NO | Sin botones/callbacks |
### 1.2 Propuesta v1.0
Sistema OAuth 2.0 completo con:
- **4 Proveedores**: Google, Microsoft, GitHub, Apple
- **Passport.js**: Strategies oficiales para cada proveedor
- **Flujos soportados**: Authorization Code con PKCE
- **Vinculacion de cuentas**: Usuarios existentes pueden vincular OAuth
- **CSRF Protection**: State parameter con validacion
- **Token encryption**: Access/refresh tokens encriptados en BD
---
## 2. Analisis Comparativo
### 2.1 Proveedores OAuth
| Proveedor | Strategy NPM | Scopes Requeridos | Notas |
|-----------|--------------|-------------------|-------|
| Google | passport-google-oauth20 | email, profile | Mas comun |
| Microsoft | passport-microsoft | user.read | Azure AD |
| GitHub | passport-github2 | user:email | Developers |
| Apple | passport-apple | email, name | iOS users |
### 2.2 Flujo OAuth Comparado
| Paso | Google | Microsoft | GitHub | Apple |
|------|--------|-----------|--------|-------|
| Auth URL | accounts.google.com | login.microsoftonline.com | github.com | appleid.apple.com |
| Token URL | oauth2.googleapis.com | login.microsoftonline.com | github.com | appleid.apple.com |
| User Info | userinfo | graph.microsoft.com | api.github.com | Token JWT |
| Refresh | Si | Si | No | Si |
---
## 3. Arquitectura Propuesta
### 3.1 Diagrama de Componentes
```
+------------------+ +-------------------+ +------------------+
| Frontend | | OAuthController | | Passport.js |
| OAuth Buttons |---->| /auth/oauth/:prov |---->| Strategies |
+------------------+ +-------------------+ +------------------+
|
+--------------------------------+
|
v
+------------------+ +-------------------+ +------------------+
| Google/MS/GH/AP |---->| Callback Handler |---->| OAuthService |
| Auth Servers | | /callback | | (business logic) |
+------------------+ +-------------------+ +------------------+
|
v
+-------------------+
| User + Connection |
| (DB operations) |
+-------------------+
```
### 3.2 Flujo Detallado
```
INICIO OAUTH:
1. Usuario click "Login con Google"
2. Frontend GET /auth/oauth/google?redirect_uri=...
3. Controller invoca passport.authenticate('google')
4. Passport genera URL con state + code_verifier
5. Redirect 302 a Google
CALLBACK OAUTH:
6. Usuario autoriza en Google
7. Google redirige a /auth/oauth/google/callback?code=...&state=...
8. Passport valida state (CSRF)
9. Passport intercambia code por tokens
10. Passport obtiene perfil de usuario
11. OAuthService.handleOAuthCallback(profile, tokens)
a. Buscar OAuthConnection por provider_user_id
b. Si existe: obtener User vinculado
c. Si no existe: crear User + Tenant + OAuthConnection
12. Generar JWT tokens de sesion
13. Redirect a frontend con tokens
```
---
## 4. Modelo de Datos
### 4.1 Tabla Existente: auth.oauth_connections
```sql
-- Ya existe en DDL, sin cambios necesarios
CREATE TABLE auth.oauth_connections (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
user_id UUID NOT NULL REFERENCES users.users(id) ON DELETE CASCADE,
-- Provider info
provider auth.oauth_provider NOT NULL,
provider_user_id VARCHAR(255) NOT NULL,
-- Tokens (encriptados)
access_token TEXT,
refresh_token TEXT,
token_expires_at TIMESTAMPTZ,
-- Profile data
profile_data JSONB DEFAULT '{}',
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW(),
-- Constraints
UNIQUE(provider, provider_user_id),
UNIQUE(user_id, provider)
);
-- RLS ya configurado
```
### 4.2 Enum Existente
```sql
CREATE TYPE auth.oauth_provider AS ENUM (
'google',
'microsoft',
'github',
'apple'
);
```
---
## 5. Implementacion Backend
### 5.1 Estructura de Archivos
```
backend/src/modules/auth/
├── strategies/
│ ├── google.strategy.ts
│ ├── microsoft.strategy.ts
│ ├── github.strategy.ts
│ └── apple.strategy.ts
├── controllers/
│ └── oauth.controller.ts
├── services/
│ └── oauth.service.ts
├── entities/
│ └── oauth-connection.entity.ts
└── dto/
├── oauth-callback.dto.ts
└── oauth-connection.dto.ts
```
### 5.2 Entity: OAuthConnection
```typescript
@Entity('oauth_connections', { schema: 'auth' })
export class OAuthConnection {
@PrimaryGeneratedColumn('uuid')
id: string;
@Column('uuid')
userId: string;
@ManyToOne(() => User)
@JoinColumn({ name: 'user_id' })
user: User;
@Column({
type: 'enum',
enum: OAuthProvider,
enumName: 'oauth_provider',
})
provider: OAuthProvider;
@Column({ name: 'provider_user_id' })
providerUserId: string;
@Column({ name: 'access_token', nullable: true })
accessToken: string;
@Column({ name: 'refresh_token', nullable: true })
refreshToken: string;
@Column({ name: 'token_expires_at', nullable: true })
tokenExpiresAt: Date;
@Column({ name: 'profile_data', type: 'jsonb', default: {} })
profileData: Record<string, any>;
@CreateDateColumn({ name: 'created_at' })
createdAt: Date;
@UpdateDateColumn({ name: 'updated_at' })
updatedAt: Date;
}
```
### 5.3 Service: OAuthService
```typescript
@Injectable()
export class OAuthService {
constructor(
@InjectRepository(OAuthConnection)
private readonly oauthRepo: Repository<OAuthConnection>,
private readonly usersService: UsersService,
private readonly tenantsService: TenantsService,
private readonly authService: AuthService,
private readonly encryptionService: EncryptionService,
) {}
async handleOAuthCallback(
provider: OAuthProvider,
profile: OAuthProfile,
tokens: OAuthTokens,
): Promise<AuthResult> {
// 1. Buscar conexion existente
let connection = await this.oauthRepo.findOne({
where: { provider, providerUserId: profile.id },
relations: ['user'],
});
let user: User;
let isNewUser = false;
if (connection) {
// Usuario existente con OAuth
user = connection.user;
// Actualizar tokens
await this.updateConnectionTokens(connection, tokens);
} else {
// Nuevo usuario via OAuth
const result = await this.createUserFromOAuth(provider, profile, tokens);
user = result.user;
connection = result.connection;
isNewUser = true;
}
// Generar JWT
const jwtTokens = await this.authService.generateTokens(user);
return {
...jwtTokens,
user: this.usersService.toDto(user),
isNewUser,
};
}
async linkOAuthToUser(
userId: string,
provider: OAuthProvider,
profile: OAuthProfile,
tokens: OAuthTokens,
): Promise<OAuthConnection> {
// Verificar que no existe otra cuenta con ese provider_user_id
const existing = await this.oauthRepo.findOne({
where: { provider, providerUserId: profile.id },
});
if (existing && existing.userId !== userId) {
throw new ConflictException(
'This OAuth account is already linked to another user',
);
}
// Verificar que el usuario no tiene ya este provider
const userConnection = await this.oauthRepo.findOne({
where: { userId, provider },
});
if (userConnection) {
throw new ConflictException(
`User already has a ${provider} account linked`,
);
}
// Crear conexion
return this.oauthRepo.save({
userId,
provider,
providerUserId: profile.id,
accessToken: this.encryptionService.encrypt(tokens.accessToken),
refreshToken: tokens.refreshToken
? this.encryptionService.encrypt(tokens.refreshToken)
: null,
tokenExpiresAt: tokens.expiresAt,
profileData: profile.raw,
});
}
async unlinkOAuth(userId: string, provider: OAuthProvider): Promise<void> {
// Verificar que el usuario tiene otra forma de login
const user = await this.usersService.findById(userId);
const connections = await this.oauthRepo.count({ where: { userId } });
if (!user.passwordHash && connections <= 1) {
throw new BadRequestException(
'Cannot unlink last OAuth provider without password set',
);
}
await this.oauthRepo.delete({ userId, provider });
}
async getConnections(userId: string): Promise<OAuthConnectionDto[]> {
const connections = await this.oauthRepo.find({
where: { userId },
select: ['id', 'provider', 'profileData', 'createdAt'],
});
return connections.map((c) => ({
provider: c.provider,
email: c.profileData.email,
linkedAt: c.createdAt,
}));
}
}
```
### 5.4 Strategy: Google
```typescript
@Injectable()
export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
constructor(private readonly configService: ConfigService) {
super({
clientID: configService.get('GOOGLE_CLIENT_ID'),
clientSecret: configService.get('GOOGLE_CLIENT_SECRET'),
callbackURL: configService.get('GOOGLE_CALLBACK_URL'),
scope: ['email', 'profile'],
state: true,
});
}
async validate(
accessToken: string,
refreshToken: string,
profile: GoogleProfile,
done: VerifyCallback,
): Promise<void> {
const oauthProfile: OAuthProfile = {
id: profile.id,
email: profile.emails?.[0]?.value,
name: profile.displayName,
firstName: profile.name?.givenName,
lastName: profile.name?.familyName,
picture: profile.photos?.[0]?.value,
raw: profile._json,
};
const tokens: OAuthTokens = {
accessToken,
refreshToken,
expiresAt: new Date(Date.now() + 3600 * 1000), // 1h default
};
done(null, { profile: oauthProfile, tokens });
}
}
```
### 5.5 Controller: OAuthController
```typescript
@Controller('auth/oauth')
@ApiTags('OAuth')
export class OAuthController {
constructor(private readonly oauthService: OAuthService) {}
@Get(':provider')
@ApiOperation({ summary: 'Initiate OAuth flow' })
@UseGuards(AuthGuard('google')) // Dynamic based on provider
initiateOAuth(@Param('provider') provider: OAuthProvider): void {
// Passport handles redirect
}
@Get(':provider/callback')
@ApiOperation({ summary: 'OAuth callback' })
@UseGuards(AuthGuard('google')) // Dynamic based on provider
async oauthCallback(
@Param('provider') provider: OAuthProvider,
@Req() req: Request,
@Res() res: Response,
): Promise<void> {
const { profile, tokens } = req.user as OAuthCallbackData;
const result = await this.oauthService.handleOAuthCallback(
provider,
profile,
tokens,
);
// Redirect to frontend with tokens
const frontendUrl = this.configService.get('FRONTEND_URL');
const params = new URLSearchParams({
access_token: result.accessToken,
refresh_token: result.refreshToken,
is_new_user: result.isNewUser.toString(),
});
res.redirect(`${frontendUrl}/auth/callback?${params}`);
}
@Post('link/:provider')
@ApiOperation({ summary: 'Link OAuth to existing account' })
@UseGuards(JwtAuthGuard)
@UseGuards(AuthGuard('google')) // Dynamic
async linkOAuth(
@Param('provider') provider: OAuthProvider,
@GetUser() user: User,
@Req() req: Request,
): Promise<OAuthConnectionDto> {
const { profile, tokens } = req.user as OAuthCallbackData;
const connection = await this.oauthService.linkOAuthToUser(
user.id,
provider,
profile,
tokens,
);
return this.oauthService.toConnectionDto(connection);
}
@Delete(':provider')
@ApiOperation({ summary: 'Unlink OAuth provider' })
@UseGuards(JwtAuthGuard)
async unlinkOAuth(
@Param('provider') provider: OAuthProvider,
@GetUser() user: User,
): Promise<void> {
await this.oauthService.unlinkOAuth(user.id, provider);
}
@Get('connections')
@ApiOperation({ summary: 'List OAuth connections' })
@UseGuards(JwtAuthGuard)
async getConnections(@GetUser() user: User): Promise<OAuthConnectionDto[]> {
return this.oauthService.getConnections(user.id);
}
}
```
---
## 6. Implementacion Frontend
### 6.1 Componente: OAuthButtons
```tsx
interface OAuthButtonsProps {
mode: 'login' | 'register' | 'link';
onSuccess?: () => void;
}
export const OAuthButtons: React.FC<OAuthButtonsProps> = ({ mode, onSuccess }) => {
const { initiateOAuth, isLoading } = useOAuthLogin();
const providers = [
{ id: 'google', name: 'Google', icon: GoogleIcon, color: '#DB4437' },
{ id: 'microsoft', name: 'Microsoft', icon: MicrosoftIcon, color: '#00A4EF' },
{ id: 'github', name: 'GitHub', icon: GitHubIcon, color: '#333' },
{ id: 'apple', name: 'Apple', icon: AppleIcon, color: '#000' },
];
return (
<div className="flex flex-col gap-3">
{providers.map((provider) => (
<button
key={provider.id}
onClick={() => initiateOAuth(provider.id)}
disabled={isLoading}
className="flex items-center justify-center gap-2 px-4 py-2 border rounded-lg hover:bg-gray-50"
>
<provider.icon className="w-5 h-5" />
<span>
{mode === 'link' ? 'Link' : 'Continue'} with {provider.name}
</span>
</button>
))}
</div>
);
};
```
### 6.2 Hook: useOAuthLogin
```tsx
export const useOAuthLogin = () => {
const [isLoading, setIsLoading] = useState(false);
const initiateOAuth = useCallback((provider: string) => {
setIsLoading(true);
const currentUrl = window.location.href;
const redirectUri = encodeURIComponent(currentUrl);
// Redirect to backend OAuth endpoint
window.location.href = `/api/auth/oauth/${provider}?redirect_uri=${redirectUri}`;
}, []);
return { initiateOAuth, isLoading };
};
```
### 6.3 Pagina: OAuthCallback
```tsx
export const OAuthCallbackPage: React.FC = () => {
const navigate = useNavigate();
const { setAuth } = useAuthStore();
useEffect(() => {
const params = new URLSearchParams(window.location.search);
const accessToken = params.get('access_token');
const refreshToken = params.get('refresh_token');
const isNewUser = params.get('is_new_user') === 'true';
const error = params.get('error');
if (error) {
toast.error(`OAuth failed: ${error}`);
navigate('/login');
return;
}
if (accessToken && refreshToken) {
setAuth({ accessToken, refreshToken });
if (isNewUser) {
navigate('/onboarding');
} else {
navigate('/dashboard');
}
}
}, []);
return <LoadingSpinner message="Completing login..." />;
};
```
---
## 7. Seguridad
### 7.1 CSRF Protection
```typescript
// State parameter generado con crypto
const generateState = (): string => {
return crypto.randomBytes(32).toString('hex');
};
// Almacenar en session/cookie
const storeState = (res: Response, state: string): void => {
res.cookie('oauth_state', state, {
httpOnly: true,
secure: process.env.NODE_ENV === 'production',
maxAge: 600000, // 10 min
sameSite: 'lax',
});
};
// Validar en callback
const validateState = (req: Request, state: string): boolean => {
const storedState = req.cookies.oauth_state;
return storedState === state;
};
```
### 7.2 Token Encryption
```typescript
@Injectable()
export class EncryptionService {
private readonly algorithm = 'aes-256-gcm';
private readonly key: Buffer;
constructor(configService: ConfigService) {
this.key = Buffer.from(configService.get('ENCRYPTION_KEY'), 'hex');
}
encrypt(text: string): string {
const iv = crypto.randomBytes(16);
const cipher = crypto.createCipheriv(this.algorithm, this.key, iv);
const encrypted = Buffer.concat([cipher.update(text), cipher.final()]);
const tag = cipher.getAuthTag();
return `${iv.toString('hex')}:${tag.toString('hex')}:${encrypted.toString('hex')}`;
}
decrypt(encrypted: string): string {
const [ivHex, tagHex, dataHex] = encrypted.split(':');
const iv = Buffer.from(ivHex, 'hex');
const tag = Buffer.from(tagHex, 'hex');
const data = Buffer.from(dataHex, 'hex');
const decipher = crypto.createDecipheriv(this.algorithm, this.key, iv);
decipher.setAuthTag(tag);
return decipher.update(data) + decipher.final('utf8');
}
}
```
---
## 8. Testing
### 8.1 Unit Tests
```typescript
describe('OAuthService', () => {
describe('handleOAuthCallback', () => {
it('should create new user for new OAuth login', async () => {
// ...
});
it('should return existing user for known OAuth account', async () => {
// ...
});
it('should update tokens on existing connection', async () => {
// ...
});
});
describe('linkOAuthToUser', () => {
it('should link OAuth to existing user', async () => {
// ...
});
it('should throw if OAuth already linked to another user', async () => {
// ...
});
});
describe('unlinkOAuth', () => {
it('should unlink OAuth provider', async () => {
// ...
});
it('should throw if unlinking last auth method', async () => {
// ...
});
});
});
```
### 8.2 E2E Tests
```typescript
describe('OAuth Flow (E2E)', () => {
it('should complete Google OAuth flow', async () => {
// Mock Google OAuth
// Test full flow
});
it('should handle OAuth errors gracefully', async () => {
// Test error scenarios
});
});
```
---
## 9. Criterios de Aceptacion
- [ ] GET /auth/oauth/:provider redirige correctamente a cada proveedor
- [ ] Callback procesa autorizacion y crea/vincula usuario
- [ ] State parameter previene CSRF
- [ ] Tokens OAuth se encriptan en BD
- [ ] Usuario puede vincular multiples proveedores
- [ ] Usuario puede desvincular proveedor (si tiene alternativa)
- [ ] Frontend muestra botones OAuth en login/register
- [ ] Frontend procesa callback correctamente
- [ ] Tests unitarios con cobertura >70%
- [ ] Tests E2E para flujo completo de cada proveedor
---
## 10. Riesgos y Mitigaciones
| Riesgo | Probabilidad | Impacto | Mitigacion |
|--------|--------------|---------|------------|
| Proveedor no disponible | Media | Alto | Retry + mensaje amigable |
| Token expirado | Alta | Bajo | Auto-refresh donde soportado |
| Cuenta duplicada | Baja | Medio | Verificar email antes de crear |
| CSRF attack | Baja | Alto | State parameter obligatorio |
---
## 11. Dependencias
### NPM Packages
```json
{
"@nestjs/passport": "^10.0.3",
"passport": "^0.7.0",
"passport-google-oauth20": "^2.0.0",
"passport-microsoft": "^1.0.0",
"passport-github2": "^0.1.12",
"passport-apple": "^2.0.2"
}
```
### Servicios Externos
- Google Cloud Console (OAuth credentials)
- Microsoft Azure Portal (App registration)
- GitHub Developer Settings (OAuth App)
- Apple Developer Portal (Sign in with Apple)
---
*ET-SAAS-015 v1.0.0 - Template SaaS*

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---
id: "ET-SAAS-016"
title: "Especificacion Tecnica Analytics Dashboard"
type: "TechnicalSpec"
status: "Proposed"
priority: "P2"
module: "analytics"
version: "1.0.0"
created_date: "2026-01-24"
updated_date: "2026-01-24"
story_points: 8
---
# ET-SAAS-016: Especificacion Tecnica - Analytics Dashboard
## Metadata
- **Codigo:** ET-SAAS-016
- **Modulo:** Analytics
- **Version:** 1.0.0
- **Estado:** Propuesto
- **Fecha:** 2026-01-24
- **Basado en:** Metabase patterns, SaaS analytics best practices
---
## 1. Resumen Ejecutivo
### 1.1 Estado Actual
No existe modulo de analytics implementado. Los datos para metricas existen en:
| Fuente | Datos Disponibles | Accesibilidad |
|--------|-------------------|---------------|
| users.users | Total usuarios, fechas creacion | Directa |
| billing.subscriptions | MRR, planes activos | Directa |
| billing.invoices | Revenue por periodo | Directa |
| auth.sessions | Usuarios activos (login) | Indirecta |
| audit.audit_logs | Acciones por usuario | Directa |
| storage.files | Uso de storage | Directa |
| ai.ai_usage | Tokens AI consumidos | Directa |
### 1.2 Propuesta v1.0
Dashboard de analytics con:
- **KPIs en tiempo real**: Usuarios, MRR, uso de recursos
- **Tendencias temporales**: Graficos de 7d, 30d, 90d, 1y
- **Breakdowns**: Por plan, por tenant, por recurso
- **Cache inteligente**: Metricas pre-calculadas
- **Superadmin view**: Metricas globales agregadas
---
## 2. Metricas Definidas
### 2.1 Metricas de Usuarios
| ID | Metrica | Formula | Granularidad |
|----|---------|---------|--------------|
| U1 | total_users | COUNT(users) | Snapshot |
| U2 | active_users_7d | Users con login en 7 dias | Rolling |
| U3 | active_users_30d | Users con login en 30 dias | Rolling |
| U4 | new_users | Users creados en periodo | Period |
| U5 | churned_users | Users inactivos > 30 dias | Period |
| U6 | churn_rate | churned / total * 100 | Period |
| U7 | dau | Users activos hoy | Daily |
| U8 | mau | Users activos 30d | Monthly |
### 2.2 Metricas de Billing
| ID | Metrica | Formula | Granularidad |
|----|---------|---------|--------------|
| B1 | mrr | SUM(subscription.price) WHERE active | Snapshot |
| B2 | arr | MRR * 12 | Calculated |
| B3 | revenue_period | SUM(invoices.amount) WHERE paid | Period |
| B4 | arpu | revenue / users | Period |
| B5 | subscriptions_active | COUNT(active subs) | Snapshot |
| B6 | subscriptions_new | Subs creadas en periodo | Period |
| B7 | subscriptions_churned | Subs canceladas en periodo | Period |
| B8 | ltv | ARPU * avg_lifetime | Calculated |
### 2.3 Metricas de Uso
| ID | Metrica | Formula | Granularidad |
|----|---------|---------|--------------|
| R1 | api_calls | COUNT(requests) | Period |
| R2 | api_calls_by_endpoint | GROUP BY endpoint | Period |
| R3 | storage_used_gb | SUM(file_size) / 1GB | Snapshot |
| R4 | storage_by_type | GROUP BY mime_type | Snapshot |
| R5 | ai_tokens | SUM(tokens_used) | Period |
| R6 | ai_tokens_by_model | GROUP BY model | Period |
| R7 | notifications_sent | COUNT(sent) | Period |
| R8 | webhooks_delivered | COUNT(delivered) | Period |
---
## 3. Arquitectura
### 3.1 Diagrama de Componentes
```
+------------------+ +-------------------+ +------------------+
| Data Sources | | MetricsCalculator | | MetricsCache |
| (users, billing |---->| Service |---->| (Redis/DB) |
| audit, etc) | +-------------------+ +------------------+
+------------------+ | |
v v
+-------------------+ +-------------------+
| AnalyticsService |<----| Scheduled Jobs |
| (API layer) | | (hourly/daily) |
+-------------------+ +-------------------+
|
v
+-------------------+
| AnalyticsController|
| (REST endpoints) |
+-------------------+
|
v
+-------------------+
| Frontend Dashboard|
| (React + Recharts)|
+-------------------+
```
### 3.2 Estrategia de Cache
| Tipo Metrica | Calculo | Cache TTL | Storage |
|--------------|---------|-----------|---------|
| Snapshots | Cada hora | 1 hora | Redis |
| Daily | Medianoche | 24 horas | PostgreSQL |
| Weekly | Domingo | 7 dias | PostgreSQL |
| Monthly | Dia 1 | 30 dias | PostgreSQL |
| Real-time | On-demand | 5 min | Redis |
---
## 4. Modelo de Datos
### 4.1 Schema: analytics
```sql
-- Crear schema
CREATE SCHEMA IF NOT EXISTS analytics;
-- Enum para tipos de metrica
CREATE TYPE analytics.metric_type AS ENUM (
'users_total',
'users_active',
'users_new',
'users_churned',
'mrr',
'arr',
'revenue',
'arpu',
'subscriptions_active',
'api_calls',
'storage_used',
'ai_tokens',
'notifications',
'webhooks'
);
-- Enum para periodos
CREATE TYPE analytics.period_type AS ENUM (
'hourly',
'daily',
'weekly',
'monthly',
'yearly'
);
```
### 4.2 Tabla: metrics_cache
```sql
CREATE TABLE analytics.metrics_cache (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES tenants.tenants(id) ON DELETE CASCADE,
-- Metric identification
metric_type analytics.metric_type NOT NULL,
period_type analytics.period_type NOT NULL,
period_start TIMESTAMPTZ NOT NULL,
period_end TIMESTAMPTZ NOT NULL,
-- Value
value NUMERIC NOT NULL,
metadata JSONB DEFAULT '{}',
-- Timestamps
calculated_at TIMESTAMPTZ DEFAULT NOW(),
-- Constraints
UNIQUE(tenant_id, metric_type, period_type, period_start)
);
-- Indexes
CREATE INDEX idx_metrics_cache_tenant ON analytics.metrics_cache(tenant_id);
CREATE INDEX idx_metrics_cache_type ON analytics.metrics_cache(metric_type);
CREATE INDEX idx_metrics_cache_period ON analytics.metrics_cache(period_start DESC);
-- RLS
ALTER TABLE analytics.metrics_cache ENABLE ROW LEVEL SECURITY;
CREATE POLICY metrics_cache_tenant_isolation ON analytics.metrics_cache
USING (
tenant_id = current_setting('app.current_tenant_id', true)::UUID
OR current_setting('app.is_superadmin', true)::BOOLEAN = true
);
COMMENT ON TABLE analytics.metrics_cache IS 'Cache de metricas pre-calculadas por tenant';
```
### 4.3 Tabla: usage_events
```sql
CREATE TABLE analytics.usage_events (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL,
user_id UUID,
-- Event info
event_type VARCHAR(50) NOT NULL,
event_data JSONB DEFAULT '{}',
-- Timestamps
created_at TIMESTAMPTZ DEFAULT NOW()
);
-- Partitioning por mes
CREATE INDEX idx_usage_events_tenant_type
ON analytics.usage_events(tenant_id, event_type, created_at);
-- Auto-purge eventos > 90 dias
CREATE OR REPLACE FUNCTION analytics.purge_old_events()
RETURNS void AS $$
BEGIN
DELETE FROM analytics.usage_events
WHERE created_at < NOW() - INTERVAL '90 days';
END;
$$ LANGUAGE plpgsql;
COMMENT ON TABLE analytics.usage_events IS 'Eventos de uso para tracking detallado';
```
---
## 5. Implementacion Backend
### 5.1 Estructura de Archivos
```
backend/src/modules/analytics/
├── analytics.module.ts
├── controllers/
│ └── analytics.controller.ts
├── services/
│ ├── analytics.service.ts
│ ├── metrics-calculator.service.ts
│ └── metrics-cache.service.ts
├── entities/
│ ├── metrics-cache.entity.ts
│ └── usage-event.entity.ts
├── dto/
│ ├── analytics-summary.dto.ts
│ ├── user-metrics.dto.ts
│ ├── billing-metrics.dto.ts
│ └── usage-metrics.dto.ts
└── jobs/
├── calculate-hourly-metrics.job.ts
└── calculate-daily-metrics.job.ts
```
### 5.2 Service: MetricsCalculatorService
```typescript
@Injectable()
export class MetricsCalculatorService {
constructor(
@InjectRepository(User) private usersRepo: Repository<User>,
@InjectRepository(Subscription) private subsRepo: Repository<Subscription>,
@InjectRepository(Invoice) private invoicesRepo: Repository<Invoice>,
@InjectRepository(Session) private sessionsRepo: Repository<Session>,
@InjectRepository(AuditLog) private auditRepo: Repository<AuditLog>,
@InjectRepository(File) private filesRepo: Repository<File>,
@InjectRepository(AiUsage) private aiUsageRepo: Repository<AiUsage>,
) {}
async calculateUserMetrics(
tenantId: string,
startDate: Date,
endDate: Date,
): Promise<UserMetrics> {
const [
totalUsers,
activeUsers7d,
activeUsers30d,
newUsers,
] = await Promise.all([
this.usersRepo.count({ where: { tenantId } }),
this.getActiveUsers(tenantId, 7),
this.getActiveUsers(tenantId, 30),
this.usersRepo.count({
where: {
tenantId,
createdAt: Between(startDate, endDate),
},
}),
]);
const churnedUsers = await this.getChurnedUsers(tenantId, 30);
const churnRate = totalUsers > 0 ? (churnedUsers / totalUsers) * 100 : 0;
return {
total: totalUsers,
active7d: activeUsers7d,
active30d: activeUsers30d,
new: newUsers,
churned: churnedUsers,
churnRate: Math.round(churnRate * 100) / 100,
};
}
async calculateBillingMetrics(
tenantId: string,
startDate: Date,
endDate: Date,
): Promise<BillingMetrics> {
const activeSubscriptions = await this.subsRepo.find({
where: { tenantId, status: 'active' },
relations: ['plan'],
});
const mrr = activeSubscriptions.reduce(
(sum, sub) => sum + sub.plan.priceMonthly,
0,
);
const revenue = await this.invoicesRepo
.createQueryBuilder('i')
.select('SUM(i.amount)', 'total')
.where('i.tenant_id = :tenantId', { tenantId })
.andWhere('i.status = :status', { status: 'paid' })
.andWhere('i.paid_at BETWEEN :start AND :end', {
start: startDate,
end: endDate,
})
.getRawOne();
const totalUsers = await this.usersRepo.count({ where: { tenantId } });
const arpu = totalUsers > 0 ? revenue.total / totalUsers : 0;
return {
mrr,
arr: mrr * 12,
revenue: revenue.total || 0,
arpu: Math.round(arpu * 100) / 100,
subscriptionsActive: activeSubscriptions.length,
};
}
async calculateUsageMetrics(
tenantId: string,
startDate: Date,
endDate: Date,
): Promise<UsageMetrics> {
const [storageUsed, aiTokens] = await Promise.all([
this.filesRepo
.createQueryBuilder('f')
.select('SUM(f.size)', 'total')
.where('f.tenant_id = :tenantId', { tenantId })
.getRawOne(),
this.aiUsageRepo
.createQueryBuilder('a')
.select('SUM(a.tokens_used)', 'total')
.where('a.tenant_id = :tenantId', { tenantId })
.andWhere('a.created_at BETWEEN :start AND :end', {
start: startDate,
end: endDate,
})
.getRawOne(),
]);
return {
storageUsedGb: Math.round((storageUsed.total || 0) / 1024 / 1024 / 1024 * 100) / 100,
aiTokens: aiTokens.total || 0,
};
}
private async getActiveUsers(tenantId: string, days: number): Promise<number> {
const since = new Date();
since.setDate(since.getDate() - days);
return this.sessionsRepo
.createQueryBuilder('s')
.select('COUNT(DISTINCT s.user_id)', 'count')
.where('s.tenant_id = :tenantId', { tenantId })
.andWhere('s.created_at > :since', { since })
.getRawOne()
.then((r) => parseInt(r.count, 10));
}
private async getChurnedUsers(tenantId: string, inactiveDays: number): Promise<number> {
const since = new Date();
since.setDate(since.getDate() - inactiveDays);
// Users with no session in last N days
return this.usersRepo
.createQueryBuilder('u')
.where('u.tenant_id = :tenantId', { tenantId })
.andWhere(
`NOT EXISTS (
SELECT 1 FROM auth.sessions s
WHERE s.user_id = u.id AND s.created_at > :since
)`,
{ since },
)
.getCount();
}
}
```
### 5.3 Service: AnalyticsService
```typescript
@Injectable()
export class AnalyticsService {
constructor(
private readonly metricsCalculator: MetricsCalculatorService,
private readonly metricsCache: MetricsCacheService,
) {}
async getSummary(
tenantId: string,
period: '7d' | '30d' | '90d' | '1y',
): Promise<AnalyticsSummary> {
const { startDate, endDate } = this.getPeriodDates(period);
// Try cache first
const cached = await this.metricsCache.get(tenantId, 'summary', period);
if (cached && !this.isStale(cached)) {
return cached.value;
}
// Calculate fresh
const [users, billing, usage] = await Promise.all([
this.metricsCalculator.calculateUserMetrics(tenantId, startDate, endDate),
this.metricsCalculator.calculateBillingMetrics(tenantId, startDate, endDate),
this.metricsCalculator.calculateUsageMetrics(tenantId, startDate, endDate),
]);
// Calculate trends
const previousPeriod = this.getPreviousPeriodDates(period);
const [prevUsers, prevBilling] = await Promise.all([
this.metricsCalculator.calculateUserMetrics(tenantId, previousPeriod.startDate, previousPeriod.endDate),
this.metricsCalculator.calculateBillingMetrics(tenantId, previousPeriod.startDate, previousPeriod.endDate),
]);
const trends = {
usersGrowth: this.calculateGrowth(users.total, prevUsers.total),
mrrGrowth: this.calculateGrowth(billing.mrr, prevBilling.mrr),
};
const summary = { period, users, billing, usage, trends };
// Cache result
await this.metricsCache.set(tenantId, 'summary', period, summary);
return summary;
}
async getTimeseries(
tenantId: string,
metric: string,
period: '7d' | '30d' | '90d' | '1y',
granularity: 'daily' | 'weekly' | 'monthly',
): Promise<TimeseriesData[]> {
const { startDate, endDate } = this.getPeriodDates(period);
const intervals = this.generateIntervals(startDate, endDate, granularity);
const data = await Promise.all(
intervals.map(async (interval) => {
const value = await this.getMetricForInterval(
tenantId,
metric,
interval.start,
interval.end,
);
return {
date: interval.start.toISOString().split('T')[0],
value,
};
}),
);
return data;
}
private getPeriodDates(period: string): { startDate: Date; endDate: Date } {
const endDate = new Date();
const startDate = new Date();
switch (period) {
case '7d':
startDate.setDate(startDate.getDate() - 7);
break;
case '30d':
startDate.setDate(startDate.getDate() - 30);
break;
case '90d':
startDate.setDate(startDate.getDate() - 90);
break;
case '1y':
startDate.setFullYear(startDate.getFullYear() - 1);
break;
}
return { startDate, endDate };
}
private calculateGrowth(current: number, previous: number): number {
if (previous === 0) return current > 0 ? 100 : 0;
return Math.round(((current - previous) / previous) * 100 * 10) / 10;
}
}
```
### 5.4 Controller: AnalyticsController
```typescript
@Controller('analytics')
@ApiTags('Analytics')
@UseGuards(JwtAuthGuard)
export class AnalyticsController {
constructor(private readonly analyticsService: AnalyticsService) {}
@Get('summary')
@ApiOperation({ summary: 'Get analytics summary' })
async getSummary(
@GetTenant() tenantId: string,
@Query('period') period: '7d' | '30d' | '90d' | '1y' = '30d',
): Promise<AnalyticsSummary> {
return this.analyticsService.getSummary(tenantId, period);
}
@Get('users')
@ApiOperation({ summary: 'Get user metrics' })
async getUserMetrics(
@GetTenant() tenantId: string,
@Query('period') period: '7d' | '30d' | '90d' | '1y' = '30d',
@Query('granularity') granularity: 'daily' | 'weekly' | 'monthly' = 'daily',
): Promise<UserMetricsResponse> {
return this.analyticsService.getUserMetrics(tenantId, period, granularity);
}
@Get('billing')
@ApiOperation({ summary: 'Get billing metrics' })
async getBillingMetrics(
@GetTenant() tenantId: string,
@Query('period') period: '7d' | '30d' | '90d' | '1y' = '30d',
): Promise<BillingMetricsResponse> {
return this.analyticsService.getBillingMetrics(tenantId, period);
}
@Get('usage')
@ApiOperation({ summary: 'Get usage metrics' })
async getUsageMetrics(
@GetTenant() tenantId: string,
@Query('period') period: '7d' | '30d' | '90d' | '1y' = '30d',
): Promise<UsageMetricsResponse> {
return this.analyticsService.getUsageMetrics(tenantId, period);
}
@Get('trends')
@ApiOperation({ summary: 'Get trends data' })
async getTrends(
@GetTenant() tenantId: string,
@Query('metrics') metrics: string,
@Query('period') period: '30d' | '90d' | '1y' = '30d',
): Promise<TrendsResponse> {
const metricsList = metrics.split(',');
return this.analyticsService.getTrends(tenantId, metricsList, period);
}
@Get('export')
@ApiOperation({ summary: 'Export analytics data' })
async exportData(
@GetTenant() tenantId: string,
@Query('period') period: '7d' | '30d' | '90d' | '1y' = '30d',
@Query('format') format: 'json' | 'csv' = 'json',
@Res() res: Response,
): Promise<void> {
const data = await this.analyticsService.exportData(tenantId, period);
if (format === 'csv') {
res.setHeader('Content-Type', 'text/csv');
res.setHeader('Content-Disposition', 'attachment; filename=analytics.csv');
res.send(this.convertToCsv(data));
} else {
res.json(data);
}
}
}
```
### 5.5 Scheduled Jobs
```typescript
@Injectable()
export class CalculateMetricsJob {
constructor(
private readonly metricsCalculator: MetricsCalculatorService,
private readonly metricsCache: MetricsCacheService,
private readonly tenantsService: TenantsService,
) {}
@Cron('0 * * * *') // Every hour
async calculateHourlyMetrics(): Promise<void> {
const tenants = await this.tenantsService.findAll();
for (const tenant of tenants) {
await this.calculateAndCacheMetrics(tenant.id, 'hourly');
}
}
@Cron('0 0 * * *') // Every day at midnight
async calculateDailyMetrics(): Promise<void> {
const tenants = await this.tenantsService.findAll();
for (const tenant of tenants) {
await this.calculateAndCacheMetrics(tenant.id, 'daily');
}
}
private async calculateAndCacheMetrics(
tenantId: string,
periodType: 'hourly' | 'daily',
): Promise<void> {
const endDate = new Date();
const startDate = new Date();
if (periodType === 'hourly') {
startDate.setHours(startDate.getHours() - 1);
} else {
startDate.setDate(startDate.getDate() - 1);
}
const metrics = await this.metricsCalculator.calculateAllMetrics(
tenantId,
startDate,
endDate,
);
await this.metricsCache.store(tenantId, periodType, startDate, metrics);
}
}
```
---
## 6. Implementacion Frontend
### 6.1 Dashboard Component
```tsx
export const AnalyticsDashboard: React.FC = () => {
const [period, setPeriod] = useState<'7d' | '30d' | '90d' | '1y'>('30d');
const { data: summary, isLoading } = useAnalyticsSummary(period);
const { data: trends } = useAnalyticsTrends(['users', 'mrr'], period);
if (isLoading) return <DashboardSkeleton />;
return (
<div className="space-y-6">
{/* Period Selector */}
<div className="flex justify-between items-center">
<h1 className="text-2xl font-bold">Analytics</h1>
<PeriodSelector value={period} onChange={setPeriod} />
</div>
{/* KPI Cards */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<MetricCard
title="Total Users"
value={summary.users.total}
change={summary.trends.usersGrowth}
icon={<UsersIcon />}
/>
<MetricCard
title="MRR"
value={formatCurrency(summary.billing.mrr)}
change={summary.trends.mrrGrowth}
icon={<DollarIcon />}
/>
<MetricCard
title="API Calls"
value={formatNumber(summary.usage.apiCalls)}
icon={<ApiIcon />}
/>
</div>
{/* Trend Chart */}
<Card>
<CardHeader>
<CardTitle>Trends</CardTitle>
</CardHeader>
<CardContent>
<TrendChart data={trends} height={300} />
</CardContent>
</Card>
{/* Usage Breakdown */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<UsageBreakdownCard
title="Users by Plan"
data={summary.users.byPlan}
/>
<UsageBreakdownCard
title="Storage by Type"
data={summary.usage.storageByType}
/>
</div>
</div>
);
};
```
### 6.2 TrendChart Component
```tsx
import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer } from 'recharts';
interface TrendChartProps {
data: TimeseriesData[];
height?: number;
}
export const TrendChart: React.FC<TrendChartProps> = ({ data, height = 300 }) => {
return (
<ResponsiveContainer width="100%" height={height}>
<LineChart data={data}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis dataKey="date" />
<YAxis />
<Tooltip />
<Line
type="monotone"
dataKey="value"
stroke="#3B82F6"
strokeWidth={2}
dot={false}
/>
</LineChart>
</ResponsiveContainer>
);
};
```
### 6.3 Hooks
```typescript
export const useAnalyticsSummary = (period: string) => {
return useQuery({
queryKey: ['analytics', 'summary', period],
queryFn: () => analyticsApi.getSummary(period),
staleTime: 5 * 60 * 1000, // 5 minutes
});
};
export const useAnalyticsTrends = (metrics: string[], period: string) => {
return useQuery({
queryKey: ['analytics', 'trends', metrics, period],
queryFn: () => analyticsApi.getTrends(metrics.join(','), period),
staleTime: 5 * 60 * 1000,
});
};
```
---
## 7. Criterios de Aceptacion
- [ ] Dashboard muestra KPIs de usuarios, billing, uso
- [ ] Selector de periodo funciona (7d, 30d, 90d, 1y)
- [ ] Graficos de tendencias renderizan con Recharts
- [ ] Cache de metricas reduce queries a BD
- [ ] Jobs programados calculan metricas hourly/daily
- [ ] Superadmin puede ver metricas globales
- [ ] Exportacion de datos funciona (JSON, CSV)
- [ ] Performance < 500ms para dashboard load
- [ ] Tests unitarios con cobertura >70%
---
## 8. Riesgos y Mitigaciones
| Riesgo | Probabilidad | Impacto | Mitigacion |
|--------|--------------|---------|------------|
| Queries lentas | Alta | Alto | Indexes + cache + jobs |
| Cache stale | Media | Medio | TTLs cortos + invalidation |
| Datos incorrectos | Baja | Alto | Tests + validacion cruzada |
| Alto uso CPU | Media | Medio | Jobs en horarios off-peak |
---
*ET-SAAS-016 v1.0.0 - Template SaaS*

View File

@ -0,0 +1,776 @@
---
id: "ET-SAAS-017"
title: "Especificacion Tecnica Reports Generation"
type: "TechnicalSpec"
status: "Proposed"
priority: "P2"
module: "reports"
version: "1.0.0"
created_date: "2026-01-24"
updated_date: "2026-01-24"
story_points: 5
---
# ET-SAAS-017: Especificacion Tecnica - Sistema de Reportes
## Metadata
- **Codigo:** ET-SAAS-017
- **Modulo:** Reports
- **Version:** 1.0.0
- **Estado:** Propuesto
- **Fecha:** 2026-01-24
- **Basado en:** PDFKit, ExcelJS best practices
---
## 1. Resumen Ejecutivo
### 1.1 Estado Actual
No existe sistema de reportes implementado.
| Capacidad | Estado | Notas |
|-----------|--------|-------|
| Export PDF | NO | Sin implementacion |
| Export Excel | NO | Sin implementacion |
| Export CSV | NO | Sin implementacion |
| Templates | NO | Sin templates definidos |
| Email delivery | Parcial | Email module existe |
### 1.2 Propuesta v1.0
Sistema de reportes con:
- **3 Formatos**: PDF (formateado), Excel (tabular), CSV (crudo)
- **6 Tipos de reporte**: Users, Billing, Invoices, Audit, Usage, Subscriptions
- **Templates predefinidos**: Diseño profesional con branding
- **Filtros avanzados**: Fecha, status, plan, usuario
- **Delivery**: Descarga directa + envio por email
---
## 2. Tipos de Reportes
### 2.1 Catalogo de Reportes
| ID | Nombre | Formatos | Descripcion |
|----|--------|----------|-------------|
| R01 | Users List | PDF, Excel, CSV | Lista completa de usuarios |
| R02 | Active Users | PDF, Excel | Usuarios activos en periodo |
| R03 | Billing Summary | PDF | Resumen de facturacion |
| R04 | Invoices List | PDF, Excel | Facturas emitidas |
| R05 | Audit Log | CSV | Log de auditoría |
| R06 | Subscriptions | Excel | Estado de suscripciones |
| R07 | Usage Report | Excel | Uso de recursos |
| R08 | Revenue Report | PDF, Excel | Ingresos detallados |
### 2.2 Campos por Reporte
**R01 - Users List**
```
| Name | Email | Role | Plan | Status | Created | Last Login |
```
**R03 - Billing Summary**
```
Period: January 2026
MRR: $45,000
Revenue: $52,000
New Subscriptions: 15
Canceled: 3
Top Plan: Pro (65%)
```
**R05 - Audit Log**
```
| Timestamp | User | Action | Resource | IP | Details |
```
---
## 3. Arquitectura
### 3.1 Diagrama de Componentes
```
+------------------+ +-------------------+ +------------------+
| Frontend UI | | ReportsController | | ReportsService |
| Report Config |---->| /reports/:type |---->| (orchestration) |
+------------------+ +-------------------+ +------------------+
|
+--------------------------------+
| | |
v v v
+-------------+ +-------------+ +-------------+
| PdfGenerator| |ExcelGenerator| |CsvGenerator |
| (PDFKit) | | (ExcelJS) | | (manual) |
+-------------+ +-------------+ +-------------+
| | |
v v v
+---------------------------------------------------+
| Response |
| - Stream (download) or Email (attachment) |
+---------------------------------------------------+
```
### 3.2 Flujo de Generacion
```
1. Usuario configura reporte (tipo, filtros, formato)
|
2. Frontend POST /reports/generate
|
3. ReportsService.generate(config)
|
4. DataService.fetchData(type, filters)
|
5. Select generator by format:
|-- PDF: PdfGeneratorService
|-- Excel: ExcelGeneratorService
|-- CSV: CsvGeneratorService
|
6. Generator produces file buffer
|
7. Response:
|-- Download: Stream to client
|-- Email: Queue email with attachment
|
8. AuditLog: Register report generation
```
---
## 4. Implementacion Backend
### 4.1 Estructura de Archivos
```
backend/src/modules/reports/
├── reports.module.ts
├── controllers/
│ └── reports.controller.ts
├── services/
│ ├── reports.service.ts
│ ├── pdf-generator.service.ts
│ ├── excel-generator.service.ts
│ └── csv-generator.service.ts
├── templates/
│ ├── pdf/
│ │ ├── users-report.template.ts
│ │ ├── billing-summary.template.ts
│ │ └── invoices-report.template.ts
│ └── excel/
│ ├── users-report.template.ts
│ └── usage-report.template.ts
└── dto/
├── generate-report.dto.ts
└── report-config.dto.ts
```
### 4.2 DTOs
```typescript
export class GenerateReportDto {
@IsEnum(ReportType)
type: ReportType;
@IsEnum(ReportFormat)
format: ReportFormat;
@IsOptional()
@IsDateString()
startDate?: string;
@IsOptional()
@IsDateString()
endDate?: string;
@IsOptional()
@IsObject()
filters?: Record<string, any>;
}
export class SendReportEmailDto extends GenerateReportDto {
@IsArray()
@IsEmail({}, { each: true })
recipients: string[];
@IsOptional()
@IsString()
subject?: string;
@IsOptional()
@IsString()
message?: string;
}
export enum ReportType {
USERS = 'users',
ACTIVE_USERS = 'active_users',
BILLING_SUMMARY = 'billing_summary',
INVOICES = 'invoices',
AUDIT_LOG = 'audit_log',
SUBSCRIPTIONS = 'subscriptions',
USAGE = 'usage',
REVENUE = 'revenue',
}
export enum ReportFormat {
PDF = 'pdf',
EXCEL = 'excel',
CSV = 'csv',
}
```
### 4.3 Service: ReportsService
```typescript
@Injectable()
export class ReportsService {
constructor(
private readonly pdfGenerator: PdfGeneratorService,
private readonly excelGenerator: ExcelGeneratorService,
private readonly csvGenerator: CsvGeneratorService,
private readonly dataService: ReportDataService,
private readonly emailService: EmailService,
private readonly auditService: AuditService,
) {}
async generate(
tenantId: string,
userId: string,
config: GenerateReportDto,
): Promise<ReportResult> {
// 1. Validate limits
await this.validateLimits(tenantId, config);
// 2. Fetch data
const data = await this.dataService.fetchData(tenantId, config);
// 3. Generate report
let buffer: Buffer;
let mimeType: string;
let extension: string;
switch (config.format) {
case ReportFormat.PDF:
buffer = await this.pdfGenerator.generate(config.type, data);
mimeType = 'application/pdf';
extension = 'pdf';
break;
case ReportFormat.EXCEL:
buffer = await this.excelGenerator.generate(config.type, data);
mimeType = 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet';
extension = 'xlsx';
break;
case ReportFormat.CSV:
buffer = await this.csvGenerator.generate(config.type, data);
mimeType = 'text/csv';
extension = 'csv';
break;
}
// 4. Audit log
await this.auditService.log({
tenantId,
userId,
action: 'report_generated',
resource: 'report',
details: { type: config.type, format: config.format, rows: data.length },
});
const filename = this.generateFilename(config.type, extension);
return { buffer, mimeType, filename };
}
async sendByEmail(
tenantId: string,
userId: string,
config: SendReportEmailDto,
): Promise<void> {
const report = await this.generate(tenantId, userId, config);
await this.emailService.sendWithAttachment({
to: config.recipients,
subject: config.subject || `${config.type} Report`,
body: config.message || 'Please find the attached report.',
attachment: {
filename: report.filename,
content: report.buffer,
contentType: report.mimeType,
},
});
await this.auditService.log({
tenantId,
userId,
action: 'report_emailed',
resource: 'report',
details: { type: config.type, recipients: config.recipients },
});
}
private async validateLimits(
tenantId: string,
config: GenerateReportDto,
): Promise<void> {
const count = await this.dataService.countRecords(tenantId, config);
if (count > 10000) {
throw new BadRequestException(
`Report exceeds limit of 10,000 records (found ${count}). Please narrow your filters.`,
);
}
}
private generateFilename(type: string, extension: string): string {
const date = new Date().toISOString().split('T')[0];
return `${type}-report-${date}.${extension}`;
}
}
```
### 4.4 Service: PdfGeneratorService
```typescript
@Injectable()
export class PdfGeneratorService {
async generate(type: ReportType, data: any[]): Promise<Buffer> {
return new Promise((resolve, reject) => {
const doc = new PDFDocument({ margin: 50 });
const chunks: Buffer[] = [];
doc.on('data', (chunk) => chunks.push(chunk));
doc.on('end', () => resolve(Buffer.concat(chunks)));
doc.on('error', reject);
// Header
this.addHeader(doc, type);
// Content based on type
switch (type) {
case ReportType.USERS:
this.generateUsersReport(doc, data);
break;
case ReportType.BILLING_SUMMARY:
this.generateBillingSummary(doc, data);
break;
case ReportType.INVOICES:
this.generateInvoicesReport(doc, data);
break;
default:
this.generateGenericTable(doc, data);
}
// Footer
this.addFooter(doc);
doc.end();
});
}
private addHeader(doc: PDFKit.PDFDocument, type: ReportType): void {
doc.fontSize(20).text(this.getTitle(type), { align: 'center' });
doc.moveDown(0.5);
doc.fontSize(10).fillColor('#666').text(`Generated: ${new Date().toLocaleString()}`, { align: 'center' });
doc.moveDown(2);
doc.fillColor('#000');
}
private generateUsersReport(doc: PDFKit.PDFDocument, users: any[]): void {
// Summary
doc.fontSize(14).text('Summary');
doc.fontSize(12).text(`Total Users: ${users.length}`);
doc.text(`Active: ${users.filter((u) => u.status === 'active').length}`);
doc.moveDown(2);
// Table
const headers = ['Name', 'Email', 'Role', 'Plan', 'Status', 'Created'];
const rows = users.map((u) => [
u.name,
u.email,
u.role,
u.plan,
u.status,
new Date(u.createdAt).toLocaleDateString(),
]);
this.drawTable(doc, headers, rows);
}
private generateBillingSummary(doc: PDFKit.PDFDocument, data: any): void {
doc.fontSize(14).text('Billing Summary');
doc.moveDown();
const metrics = [
['MRR', `$${data.mrr.toLocaleString()}`],
['ARR', `$${data.arr.toLocaleString()}`],
['Revenue (Period)', `$${data.revenue.toLocaleString()}`],
['Active Subscriptions', data.subscriptionsActive.toString()],
['New Subscriptions', data.subscriptionsNew.toString()],
['Churned', data.subscriptionsChurned.toString()],
];
metrics.forEach(([label, value]) => {
doc.fontSize(12).text(`${label}: `, { continued: true });
doc.fontSize(12).fillColor('#3B82F6').text(value);
doc.fillColor('#000');
});
}
private drawTable(
doc: PDFKit.PDFDocument,
headers: string[],
rows: string[][],
): void {
const startX = 50;
const startY = doc.y;
const colWidth = (doc.page.width - 100) / headers.length;
const rowHeight = 20;
// Headers
doc.font('Helvetica-Bold').fontSize(10);
headers.forEach((header, i) => {
doc.text(header, startX + i * colWidth, startY, { width: colWidth });
});
// Rows
doc.font('Helvetica').fontSize(9);
rows.forEach((row, rowIndex) => {
const y = startY + (rowIndex + 1) * rowHeight;
if (y > doc.page.height - 100) {
doc.addPage();
}
row.forEach((cell, colIndex) => {
doc.text(cell || '-', startX + colIndex * colWidth, y, {
width: colWidth,
ellipsis: true,
});
});
});
}
private addFooter(doc: PDFKit.PDFDocument): void {
const pages = doc.bufferedPageRange();
for (let i = 0; i < pages.count; i++) {
doc.switchToPage(i);
doc.fontSize(8).fillColor('#999').text(
`Page ${i + 1} of ${pages.count}`,
50,
doc.page.height - 50,
{ align: 'center' },
);
}
}
private getTitle(type: ReportType): string {
const titles: Record<ReportType, string> = {
[ReportType.USERS]: 'Users Report',
[ReportType.ACTIVE_USERS]: 'Active Users Report',
[ReportType.BILLING_SUMMARY]: 'Billing Summary',
[ReportType.INVOICES]: 'Invoices Report',
[ReportType.AUDIT_LOG]: 'Audit Log',
[ReportType.SUBSCRIPTIONS]: 'Subscriptions Report',
[ReportType.USAGE]: 'Usage Report',
[ReportType.REVENUE]: 'Revenue Report',
};
return titles[type] || 'Report';
}
}
```
### 4.5 Service: ExcelGeneratorService
```typescript
@Injectable()
export class ExcelGeneratorService {
async generate(type: ReportType, data: any[]): Promise<Buffer> {
const workbook = new ExcelJS.Workbook();
workbook.creator = 'Template SaaS';
workbook.created = new Date();
const sheet = workbook.addWorksheet(this.getSheetName(type));
switch (type) {
case ReportType.USERS:
this.generateUsersSheet(sheet, data);
break;
case ReportType.INVOICES:
this.generateInvoicesSheet(sheet, data);
break;
case ReportType.USAGE:
this.generateUsageSheet(sheet, data);
break;
default:
this.generateGenericSheet(sheet, data);
}
return workbook.xlsx.writeBuffer() as Promise<Buffer>;
}
private generateUsersSheet(sheet: ExcelJS.Worksheet, users: any[]): void {
sheet.columns = [
{ header: 'Name', key: 'name', width: 25 },
{ header: 'Email', key: 'email', width: 30 },
{ header: 'Role', key: 'role', width: 15 },
{ header: 'Plan', key: 'plan', width: 15 },
{ header: 'Status', key: 'status', width: 12 },
{ header: 'Created', key: 'createdAt', width: 15 },
{ header: 'Last Login', key: 'lastLoginAt', width: 15 },
];
// Style header row
sheet.getRow(1).font = { bold: true };
sheet.getRow(1).fill = {
type: 'pattern',
pattern: 'solid',
fgColor: { argb: 'FF3B82F6' },
};
sheet.getRow(1).font = { bold: true, color: { argb: 'FFFFFFFF' } };
// Add data
users.forEach((user) => {
sheet.addRow({
name: user.name,
email: user.email,
role: user.role,
plan: user.plan,
status: user.status,
createdAt: new Date(user.createdAt),
lastLoginAt: user.lastLoginAt ? new Date(user.lastLoginAt) : null,
});
});
// Date formatting
sheet.getColumn('createdAt').numFmt = 'yyyy-mm-dd';
sheet.getColumn('lastLoginAt').numFmt = 'yyyy-mm-dd';
}
private generateUsageSheet(sheet: ExcelJS.Worksheet, data: any): void {
sheet.columns = [
{ header: 'Resource', key: 'resource', width: 20 },
{ header: 'Usage', key: 'usage', width: 15 },
{ header: 'Unit', key: 'unit', width: 10 },
{ header: 'Limit', key: 'limit', width: 15 },
{ header: '% Used', key: 'percent', width: 10 },
];
sheet.getRow(1).font = { bold: true };
const resources = [
{ resource: 'API Calls', usage: data.apiCalls, unit: 'calls', limit: data.apiLimit },
{ resource: 'Storage', usage: data.storageGb, unit: 'GB', limit: data.storageLimit },
{ resource: 'AI Tokens', usage: data.aiTokens, unit: 'tokens', limit: data.aiLimit },
];
resources.forEach((r) => {
sheet.addRow({
...r,
percent: r.limit > 0 ? Math.round((r.usage / r.limit) * 100) : 0,
});
});
}
private getSheetName(type: ReportType): string {
return type.replace(/_/g, ' ').replace(/\b\w/g, (l) => l.toUpperCase());
}
}
```
### 4.6 Controller: ReportsController
```typescript
@Controller('reports')
@ApiTags('Reports')
@UseGuards(JwtAuthGuard, RolesGuard)
@Roles('admin', 'owner')
export class ReportsController {
constructor(private readonly reportsService: ReportsService) {}
@Post('generate')
@ApiOperation({ summary: 'Generate and download report' })
async generateReport(
@GetTenant() tenantId: string,
@GetUser() user: User,
@Body() dto: GenerateReportDto,
@Res() res: Response,
): Promise<void> {
const report = await this.reportsService.generate(tenantId, user.id, dto);
res.setHeader('Content-Type', report.mimeType);
res.setHeader('Content-Disposition', `attachment; filename="${report.filename}"`);
res.send(report.buffer);
}
@Post('send-email')
@ApiOperation({ summary: 'Generate and send report by email' })
async sendReportByEmail(
@GetTenant() tenantId: string,
@GetUser() user: User,
@Body() dto: SendReportEmailDto,
): Promise<{ message: string }> {
await this.reportsService.sendByEmail(tenantId, user.id, dto);
return { message: 'Report sent successfully' };
}
@Get('types')
@ApiOperation({ summary: 'Get available report types' })
getReportTypes(): ReportTypeInfo[] {
return [
{ type: 'users', name: 'Users List', formats: ['pdf', 'excel', 'csv'] },
{ type: 'active_users', name: 'Active Users', formats: ['pdf', 'excel'] },
{ type: 'billing_summary', name: 'Billing Summary', formats: ['pdf'] },
{ type: 'invoices', name: 'Invoices', formats: ['pdf', 'excel'] },
{ type: 'audit_log', name: 'Audit Log', formats: ['csv'] },
{ type: 'subscriptions', name: 'Subscriptions', formats: ['excel'] },
{ type: 'usage', name: 'Usage Report', formats: ['excel'] },
{ type: 'revenue', name: 'Revenue Report', formats: ['pdf', 'excel'] },
];
}
}
```
---
## 5. Implementacion Frontend
### 5.1 ReportGenerator Component
```tsx
export const ReportGenerator: React.FC = () => {
const [reportType, setReportType] = useState<string>('users');
const [format, setFormat] = useState<string>('pdf');
const [dateRange, setDateRange] = useState<DateRange>({
start: subDays(new Date(), 30),
end: new Date(),
});
const [isLoading, setIsLoading] = useState(false);
const [showEmailModal, setShowEmailModal] = useState(false);
const { data: reportTypes } = useReportTypes();
const handleDownload = async () => {
setIsLoading(true);
try {
const blob = await reportsApi.generate({
type: reportType,
format,
startDate: dateRange.start.toISOString(),
endDate: dateRange.end.toISOString(),
});
downloadBlob(blob, `${reportType}-report.${format === 'excel' ? 'xlsx' : format}`);
toast.success('Report downloaded');
} catch (error) {
toast.error('Failed to generate report');
} finally {
setIsLoading(false);
}
};
return (
<div className="space-y-6">
<h1 className="text-2xl font-bold">Generate Report</h1>
<Card>
<CardContent className="space-y-4 pt-6">
{/* Report Type */}
<div>
<Label>Report Type</Label>
<Select value={reportType} onValueChange={setReportType}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{reportTypes?.map((rt) => (
<SelectItem key={rt.type} value={rt.type}>
{rt.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{/* Format */}
<div>
<Label>Format</Label>
<Select value={format} onValueChange={setFormat}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{reportTypes
?.find((rt) => rt.type === reportType)
?.formats.map((f) => (
<SelectItem key={f} value={f}>
{f.toUpperCase()}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{/* Date Range */}
<div>
<Label>Date Range</Label>
<DateRangePicker value={dateRange} onChange={setDateRange} />
</div>
{/* Actions */}
<div className="flex gap-2 pt-4">
<Button onClick={handleDownload} disabled={isLoading}>
{isLoading ? <Spinner /> : <DownloadIcon />}
Download
</Button>
<Button variant="outline" onClick={() => setShowEmailModal(true)}>
<MailIcon />
Send by Email
</Button>
</div>
</CardContent>
</Card>
<ReportEmailModal
open={showEmailModal}
onClose={() => setShowEmailModal(false)}
reportConfig={{ type: reportType, format, dateRange }}
/>
</div>
);
};
```
---
## 6. Criterios de Aceptacion
- [ ] Generar PDF de usuarios con formato profesional
- [ ] Generar Excel de usuarios con datos tabulares
- [ ] Generar CSV de audit log
- [ ] Filtros por fecha funcionan correctamente
- [ ] Limite de 10,000 registros se respeta
- [ ] Envio por email funciona con adjunto
- [ ] Solo admins pueden generar reportes
- [ ] Cada generacion se registra en audit log
- [ ] Performance < 5s para reportes de 5000 registros
- [ ] Tests unitarios con cobertura >70%
---
## 7. Dependencias
### NPM Packages
```json
{
"pdfkit": "^0.15.0",
"exceljs": "^4.4.0"
}
```
---
*ET-SAAS-017 v1.0.0 - Template SaaS*