improvement(insights): serve org usage from settled segments and redesign the overview

apps/sim/app/api/organizations/[id]/usage/summary/route.ts → apps/sim/app/api/organizations/[id]/usage/overview/route.ts

@@ -1,24 +1,19 @@
-import { getOrganizationUsageSummaryContract } from '@/lib/api/contracts/organization-usage'
+import { getOrganizationUsageOverviewContract } from '@/lib/api/contracts/organization-usage'
 import {
   defineInternalJsonRoute,
   internalRateLimits,
   internalSessionAuth,
 } from '@/lib/api/server/routes'
-import { getOrganizationUsageSummary } from '@/lib/billing/application/organization-usage/get-organization-usage-summary'
+import { getOrganizationUsageOverview } from '@/lib/billing/application/organization-usage/get-organization-usage-overview'
 import { organizationUsageOperations } from '@/lib/billing/application/organization-usage/operations'
 import { organizationUsageErrorPolicy } from '@/app/api/organizations/[id]/usage/error-policy'
 
 export const dynamic = 'force-dynamic'
 
-/**
- * Everything above the fold in one round trip. Kept separate from the breakdown
- * route because every read here is index-covered, and folding in a dimension that
- * heap-scans would put that cost on first paint.
- */
 export const GET = defineInternalJsonRoute({
-  contract: getOrganizationUsageSummaryContract,
+  contract: getOrganizationUsageOverviewContract,
   auth: internalSessionAuth,
-  operation: organizationUsageOperations.readSummary,
+  operation: organizationUsageOperations.readOverview,
   rateLimit: internalRateLimits.none({
     reason:
       'Authenticated org-admin settings read, gated on enterprise entitlement and billing authority',
@@ -32,6 +27,6 @@ export const GET = defineInternalJsonRoute({
     endDate: query.endDate ? new Date(query.endDate) : undefined,
     timezone: query.timezone,
   }),
-  useCase: getOrganizationUsageSummary,
+  useCase: getOrganizationUsageOverview,
   present: (result) => result,
 })

apps/sim/app/api/v2/organizations/[organizationId]/usage/route.test.ts

@@ -57,7 +57,7 @@ vi.mock('@/lib/billing/organizations/member-limits', () => ({
 vi.mock('@/lib/billing/core/usage-analytics-queries', () => ({
   readUsageTotals: mocks.totals,
   readUsageTimeSeries: mocks.series,
-  readUsageBreakdown: mocks.breakdown,
+  readUsageGroups: mocks.breakdown,
   readUsageEntityNames: vi.fn().mockResolvedValue(new Map()),
 }))
 vi.mock('@/lib/billing/core/usage-log', () => ({ getBillingEntityUsageLogs: mocks.logs }))
@@ -431,7 +431,9 @@ describe('organization usage API authorization and bounds', () => {
     )
     const response = await breakdown(request('usage/breakdown?dimension=member'), usageContext)
     expect(response.status).toBe(413)
-    expect(mocks.breakdown).toHaveBeenCalledWith(expect.any(Array), 'member', undefined, 10_000)
+    expect(mocks.breakdown).toHaveBeenCalledWith(
+      expect.objectContaining({ dimension: 'member', maxRows: 10_000 })
+    )
   })
 })
 

apps/sim/ee/organization-usage/components/activity-summary.tsx

@@ -1,12 +1,51 @@
 'use client'
 
 import { useMemo } from 'react'
-import { BarChart, ChartFrame, DashboardMetric, DonutChart, formatChartLatency } from '@sim/emcn'
+import {
+  BarChart,
+  type BarChartSeries,
+  ChartFrame,
+  ChartLegend,
+  type ChartLegendItem,
+  cn,
+  DashboardMetric,
+  formatChartLatency,
+} from '@sim/emcn'
 import type { OrganizationActivitySummary } from '@/lib/api/contracts/organization-activity'
 import { SettingsSection } from '@/app/workspace/[workspaceId]/settings/components/settings-section/settings-section'
+import {
+  USAGE_CHAT_COLOR,
+  USAGE_OTHER_COLOR,
+  USAGE_PALETTE_CLASS,
+} from '@/ee/organization-usage/constants'
+import { useLegendHighlight } from '@/ee/organization-usage/hooks/use-legend-highlight'
 import { useOrganizationActivitySummary } from '@/hooks/queries/organization-activity'
 import type { OrganizationUsageWindowKey } from '@/hooks/queries/utils/organization-usage-keys'
 
+const CHART_HEIGHT = 180
+
+/**
+ * Outcome layers, bottom-up. Failed is the status red and sits on the stack where a
+ * spike reads at a glance; Other (cancelled, paused, unfinished) stays neutral, in a
+ * gray whose lightness keeps it apart from the red for color-vision deficiency.
+ */
+const OUTCOMES = [
+  { id: 'completed', label: 'Completed', color: 'var(--brand-blue)' },
+  { id: 'failed', label: 'Failed', color: 'var(--text-error)' },
+  { id: 'other', label: 'Other', color: USAGE_OTHER_COLOR },
+] as const
+
+const OUTCOME_LEGEND: ChartLegendItem[] = [...OUTCOMES]
+const OUTCOME_IDS = OUTCOMES.map((outcome) => outcome.id)
+
+type ActivityPoint = OrganizationActivitySummary['series'][number]
+
+const OUTCOME_VALUE: Record<(typeof OUTCOMES)[number]['id'], (point: ActivityPoint) => number> = {
+  completed: (point) => point.completed,
+  failed: (point) => point.failed,
+  other: (point) => Math.max(0, point.workflowRuns - point.completed - point.failed),
+}
+
 interface ActivitySummaryProps {
   summary?: OrganizationActivitySummary
   loading?: boolean
@@ -24,30 +63,26 @@ export function formatFailureRate(rate: number | null): string {
 }
 
 export function ActivitySummary({ summary, loading, error, onRetry }: ActivitySummaryProps) {
-  const workflowSeries = useMemo(
+  const highlight = useLegendHighlight(OUTCOME_IDS)
+
+  const outcomeSeries = useMemo<BarChartSeries[]>(
     () =>
-      summary?.series.map((point) => ({
-        timestamp: point.timestamp,
-        value: point.workflowRuns,
-      })) ?? [],
+      OUTCOMES.map((outcome) => ({
+        ...outcome,
+        data: (summary?.series ?? []).map((point) => ({
+          timestamp: point.timestamp,
+          value: OUTCOME_VALUE[outcome.id](point),
+        })),
+      })),
     [summary?.series]
   )
+
   const chatSeries = useMemo(
     () =>
-      summary?.series.map((point) => ({
-        timestamp: point.timestamp,
-        value: point.chatRuns,
-      })) ?? [],
-    [summary?.series]
-  )
-  const failureSeries = useMemo(
-    () =>
-      summary?.series.map((point) => ({
-        timestamp: point.timestamp,
-        value: point.failed,
-      })) ?? [],
+      summary?.series.map((point) => ({ timestamp: point.timestamp, value: point.chatRuns })) ?? [],
     [summary?.series]
   )
+
   const totals = summary?.totals
   const metrics = [
     {
@@ -81,18 +116,10 @@ export function ActivitySummary({ summary, loading, error, onRetry }: ActivitySu
       description: 'Completed and failed workflows with a recorded duration.',
     },
   ]
-  const outcomes = [
-    { label: 'Completed', value: totals?.completed ?? 0, color: 'var(--indicator-seat-filled)' },
-    { label: 'Failed', value: totals?.failed ?? 0, color: 'var(--text-error)' },
-    {
-      label: 'Other',
-      value: totals ? totals.workflowRuns - totals.completed - totals.failed : 0,
-      color: 'var(--text-muted)',
-    },
-  ]
   const chartState = { loading, error: error ? "Couldn't load activity." : undefined, onRetry }
+
   return (
-    <div className='flex flex-col gap-5'>
+    <div className={cn('flex flex-col gap-5', USAGE_PALETTE_CLASS)}>
       <div className='grid grid-cols-[repeat(auto-fit,minmax(min(120px,100%),1fr))] gap-4'>
         {metrics.map((metric) => (
           <DashboardMetric
@@ -104,41 +131,32 @@ export function ActivitySummary({ summary, loading, error, onRetry }: ActivitySu
         ))}
       </div>
       <div className='grid grid-cols-[repeat(auto-fit,minmax(min(280px,100%),1fr))] gap-6'>
-        <ChartFrame title='Workflow runs' height={160} {...chartState}>
+        <div className='flex min-w-0 flex-col gap-2'>
+          <ChartFrame
+            title='Workflow runs'
+            description='Other includes cancelled, paused, and unfinished runs.'
+            height={CHART_HEIGHT}
+            {...chartState}
+          >
+            <BarChart
+              label=''
+              xAxisFormat='date'
+              height={CHART_HEIGHT}
+              series={outcomeSeries}
+              highlightedSeriesId={highlight.highlightedId}
+            />
+          </ChartFrame>
+          <ChartLegend layout='row' items={OUTCOME_LEGEND} {...highlight.legendProps} />
+        </div>
+        <ChartFrame title='Chat runs' height={CHART_HEIGHT} {...chartState}>
           <BarChart
-            xAxisFormat='date'
-            data={workflowSeries}
             label=''
-            color='var(--indicator-seat-filled)'
-            height={160}
-          />
-        </ChartFrame>
-        <ChartFrame title='Chat runs' height={160} {...chartState}>
-          <BarChart
             xAxisFormat='date'
+            height={CHART_HEIGHT}
             data={chatSeries}
-            label=''
-            color='var(--indicator-seat-filled)'
-            height={160}
+            color={USAGE_CHAT_COLOR}
           />
         </ChartFrame>
-        <ChartFrame title='Failed runs' height={160} {...chartState}>
-          <BarChart
-            xAxisFormat='date'
-            data={failureSeries}
-            label=''
-            color='var(--text-error)'
-            height={160}
-          />
-        </ChartFrame>
-        <ChartFrame
-          title='Workflow outcomes'
-          description='Other includes cancelled, paused, and unfinished runs.'
-          height={160}
-          {...chartState}
-        >
-          <DonutChart segments={outcomes} label='Workflow outcomes' />
-        </ChartFrame>
       </div>
     </div>
   )

apps/sim/ee/organization-usage/components/usage-consumers.tsx

@@ -1,6 +1,6 @@
 'use client'
 
-import type { ComponentType } from 'react'
+import type { ComponentType, ReactNode } from 'react'
 import { cn, disclosureChevronClass, formatChartCompactNumber } from '@sim/emcn'
 import { ArrowRight, ChevronDown } from '@sim/emcn/icons'
 import {
@@ -89,6 +89,8 @@ export const USAGE_PROVIDER_ICON_IDS = Object.keys(PROVIDER_ICONS)
 
 interface UsageConsumerRowProps {
   row: OrganizationUsageBreakdownRow
+  /** Replaces the provider mark, e.g. with a member's avatar. */
+  leading?: ReactNode
   /** BYOK rows carry no cost, so tokens are the only usage they can show. */
   showTokensOnly: boolean
   onSelect?: (row: OrganizationUsageBreakdownRow) => void
@@ -126,6 +128,7 @@ export const USAGE_ROW_CLASSES = 'flex w-full items-center gap-2.5 rounded-lg p-
  */
 function UsageConsumerRow({
   row,
+  leading,
   showTokensOnly,
   onSelect,
   actions,
@@ -148,14 +151,15 @@ function UsageConsumerRow({
         onSelect && 'transition-colors hover-hover:bg-[var(--surface-active)]'
       )}
     >
-      {ProviderIcon && <ProviderIcon className='size-[14px] shrink-0 text-[var(--text-icon)]' />}
+      {leading ??
+        (ProviderIcon && <ProviderIcon className='size-[14px] shrink-0 text-[var(--text-icon)]' />)}
       <span className='min-w-0 flex-1 truncate text-[var(--text-body)] text-sm'>{row.label}</span>
       <div
         className='h-[4px] w-[64px] shrink-0 overflow-hidden rounded-full bg-[var(--border)]'
         aria-hidden='true'
       >
         <div
-          className='h-full rounded-full bg-[var(--indicator-seat-filled)]'
+          className='h-full rounded-full bg-[var(--brand-blue)]'
           style={{ width: `${Math.max(2, Math.round(row.share * 100))}%` }}
         />
       </div>
@@ -185,6 +189,8 @@ interface UsageConsumersProps {
   onSelectRow?: (row: OrganizationUsageBreakdownRow) => void
   /** Set on Members, where a row can open the shared manage-credits modal. */
   rowActions?: (row: OrganizationUsageBreakdownRow) => RowAction[]
+  /** Leading visual per row, in place of the provider mark. */
+  renderLeading?: (row: OrganizationUsageBreakdownRow) => ReactNode
   /**
    * Opens the truncated tail. Omitted when the list is already showing everything the
    * API will return, which is the one case where the `Other` row has nothing to open.
@@ -200,6 +206,7 @@ export function UsageConsumers({
   isPlaceholderData,
   onSelectRow,
   rowActions,
+  renderLeading,
   onExpandOther,
 }: UsageConsumersProps) {
   if (isError) {
@@ -238,6 +245,7 @@ export function UsageConsumers({
         <UsageConsumerRow
           key={`${dimension}-${row.id}`}
           row={row}
+          leading={renderLeading?.(row)}
           showTokensOnly={showTokensOnly}
           {...(onExpandOther && trailingSlot ? { reservedTrailing: trailingSlot } : {})}
           {...(onSelectRow && row.id ? { onSelect: onSelectRow } : {})}

apps/sim/ee/organization-usage/components/usage-credits.test.tsx

@@ -0,0 +1,60 @@
+/** @vitest-environment node */
+import { renderToStaticMarkup } from 'react-dom/server'
+import { describe, expect, it } from 'vitest'
+import type { OrganizationUsageOverview } from '@/lib/api/contracts/organization-usage'
+import { UsageCredits } from '@/ee/organization-usage/components/usage-credits'
+
+const overview: OrganizationUsageOverview = {
+  window: { start: '2026-01-01', end: '2026-01-08', source: 'range' },
+  bucket: 'day',
+  totals: { credits: 200 },
+  previousTotals: { credits: 100 },
+  limitCredits: 150,
+  series: [],
+  members: {
+    dimension: 'member',
+    rows: [],
+    other: { credits: 0, events: 0, rowCount: 0, tokens: 0 },
+    totalCredits: 200,
+  },
+}
+
+describe('UsageCredits', () => {
+  it('hides stale usage badges when a refresh fails', () => {
+    const render = (isError: boolean) =>
+      renderToStaticMarkup(<UsageCredits overview={overview} isLoading={false} isError={isError} />)
+    const ok = render(false)
+    expect(ok).toContain('Over limit')
+    expect(ok).toContain('compared with the previous period')
+    expect(ok).toContain('133% of 150')
+    const failed = render(true)
+    expect(failed).not.toContain('Over limit')
+    expect(failed).not.toContain('compared with the previous period')
+    expect(failed).not.toContain('of 150')
+    expect(failed).toContain('load credits.')
+  })
+
+  it('shows an unchanged period as neutral, not as a decrease', () => {
+    const markup = renderToStaticMarkup(
+      <UsageCredits
+        overview={{ ...overview, totals: { credits: 100 }, previousTotals: { credits: 100 } }}
+        isLoading={false}
+        isError={false}
+      />
+    )
+    expect(markup).toContain('No change compared with the previous period')
+    expect(markup).not.toContain('↓')
+  })
+
+  it('omits the allowance outside the organization period', () => {
+    const markup = renderToStaticMarkup(
+      <UsageCredits
+        overview={{ ...overview, limitCredits: null }}
+        isLoading={false}
+        isError={false}
+      />
+    )
+    expect(markup).not.toContain('Over limit')
+    expect(markup).not.toContain('role="meter"')
+  })
+})