Add expense analytics

2026-06-03 14:56:27 +07:00
parent b90a3cde4a
commit 094e8b2a47
12 changed files with 550 additions and 0 deletions
@@ -114,6 +114,138 @@ func (r *ExpenseRepositoryImpl) List(ctx context.Context, organizationID uuid.UU
 	return expenses, total, err
 }

+func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.ExpenseAnalytics, error) {
+	var summary entities.ExpenseAnalyticsSummary
+
+	summaryQuery := r.db.WithContext(ctx).
+		Table("expenses e").
+		Select(`
+			COALESCE(SUM(e.total), 0) as total_expenses,
+			COUNT(e.id) as total_expense_count,
+			COALESCE(SUM(e.tax), 0) as total_tax,
+			COALESCE(AVG(e.total), 0) as average_expense_value
+		`).
+		Where("e.organization_id = ?", organizationID).
+		Where("e.status = ?", "approved").
+		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo)
+	if outletID != nil {
+		summaryQuery = summaryQuery.Where("e.outlet_id = ?", *outletID)
+	}
+	if err := summaryQuery.Scan(&summary).Error; err != nil {
+		return nil, err
+	}
+
+	countsQuery := r.db.WithContext(ctx).
+		Table("expense_items ei").
+		Select(`
+			COUNT(ei.id) as total_items,
+			COUNT(DISTINCT ei.chart_of_account_id) as total_categories
+		`).
+		Joins("JOIN expenses e ON ei.expense_id = e.id").
+		Where("e.organization_id = ?", organizationID).
+		Where("e.status = ?", "approved").
+		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo)
+	if outletID != nil {
+		countsQuery = countsQuery.Where("e.outlet_id = ?", *outletID)
+	}
+	if err := countsQuery.Scan(&summary).Error; err != nil {
+		return nil, err
+	}
+
+	dateFormat := "DATE_TRUNC('day', e.transaction_date)"
+	switch groupBy {
+	case "hour":
+		dateFormat = "DATE_TRUNC('hour', e.transaction_date)"
+	case "week":
+		dateFormat = "DATE_TRUNC('week', e.transaction_date)"
+	case "month":
+		dateFormat = "DATE_TRUNC('month', e.transaction_date)"
+	}
+
+	var data []entities.ExpenseAnalyticsData
+	dataQuery := r.db.WithContext(ctx).
+		Table("expenses e").
+		Select(`
+			`+dateFormat+` as date,
+			COALESCE(SUM(e.total), 0) as expenses,
+			COUNT(e.id) as expense_count,
+			COALESCE(SUM(e.tax), 0) as tax,
+			COALESCE(SUM(item_counts.items), 0) as items,
+			COALESCE(SUM(item_counts.categories), 0) as categories
+		`).
+		Joins(`LEFT JOIN (
+			SELECT expense_id, COUNT(id) as items, COUNT(DISTINCT chart_of_account_id) as categories
+			FROM expense_items
+			GROUP BY expense_id
+		) item_counts ON item_counts.expense_id = e.id`).
+		Where("e.organization_id = ?", organizationID).
+		Where("e.status = ?", "approved").
+		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo).
+		Group(dateFormat).
+		Order(dateFormat)
+	if outletID != nil {
+		dataQuery = dataQuery.Where("e.outlet_id = ?", *outletID)
+	}
+	if err := dataQuery.Scan(&data).Error; err != nil {
+		return nil, err
+	}
+
+	var categoryData []entities.ExpenseAnalyticsCategoryData
+	categoryQuery := r.db.WithContext(ctx).
+		Table("expense_items ei").
+		Select(`
+			COALESCE(parent_coa.id, coa.id) as chart_of_account_id,
+			COALESCE(parent_coa.name, coa.name, 'Lain-lain') as chart_of_account_name,
+			COALESCE(SUM(ei.amount), 0) as total_amount,
+			COUNT(DISTINCT e.id) as expense_count,
+			COUNT(ei.id) as item_count
+		`).
+		Joins("JOIN expenses e ON ei.expense_id = e.id").
+		Joins("JOIN chart_of_accounts coa ON ei.chart_of_account_id = coa.id").
+		Joins("LEFT JOIN chart_of_accounts parent_coa ON coa.parent_id = parent_coa.id").
+		Where("e.organization_id = ?", organizationID).
+		Where("e.status = ?", "approved").
+		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo).
+		Group("COALESCE(parent_coa.id, coa.id), COALESCE(parent_coa.name, coa.name, 'Lain-lain')").
+		Order("total_amount DESC")
+	if outletID != nil {
+		categoryQuery = categoryQuery.Where("e.outlet_id = ?", *outletID)
+	}
+	if err := categoryQuery.Scan(&categoryData).Error; err != nil {
+		return nil, err
+	}
+
+	var itemData []entities.ExpenseAnalyticsItemData
+	itemQuery := r.db.WithContext(ctx).
+		Table("expense_items ei").
+		Select(`
+			COALESCE(NULLIF(ei.item, ''), ei.description, coa.name) as item,
+			COALESCE(SUM(ei.amount), 0) as total_amount,
+			COUNT(DISTINCT e.id) as expense_count,
+			COUNT(ei.id) as item_count
+		`).
+		Joins("JOIN expenses e ON ei.expense_id = e.id").
+		Joins("JOIN chart_of_accounts coa ON ei.chart_of_account_id = coa.id").
+		Where("e.organization_id = ?", organizationID).
+		Where("e.status = ?", "approved").
+		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo).
+		Group("COALESCE(NULLIF(ei.item, ''), ei.description, coa.name)").
+		Order("total_amount DESC")
+	if outletID != nil {
+		itemQuery = itemQuery.Where("e.outlet_id = ?", *outletID)
+	}
+	if err := itemQuery.Scan(&itemData).Error; err != nil {
+		return nil, err
+	}
+
+	return &entities.ExpenseAnalytics{
+		Summary:      summary,
+		Data:         data,
+		CategoryData: categoryData,
+		ItemData:     itemData,
+	}, nil
+}
+
 func (r *ExpenseRepositoryImpl) CreateItem(ctx context.Context, item *entities.ExpenseItem) error {
 	return r.db.WithContext(ctx).Create(item).Error
 }