reinstate profit loss overview

2026-06-01 13:13:40 +07:00
parent dc13bb5f93
commit 47fa21d739
10 changed files with 541 additions and 25 deletions
@@ -17,7 +17,7 @@ type AnalyticsRepository interface {
 	GetProductAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, limit int) ([]*entities.ProductAnalytics, error)
 	GetProductAnalyticsPerCategory(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.ProductAnalyticsPerCategory, error)
 	GetDashboardOverview(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.DashboardOverview, error)
-	GetProfitLossAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.ProfitLossAnalytics, error)
+	GetProfitLossAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.ProfitLossAnalytics, error)
 }

 type AnalyticsRepositoryImpl struct {
@@ -432,11 +432,138 @@ func (r *AnalyticsRepositoryImpl) GetDashboardOverview(ctx context.Context, orga
 	return &result, nil
 }

-func (r *AnalyticsRepositoryImpl) GetProfitLossAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.ProfitLossAnalytics, error) {
+func (r *AnalyticsRepositoryImpl) GetProfitLossAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.ProfitLossAnalytics, error) {
 	mtdStart := time.Date(dateTo.Year(), dateTo.Month(), 1, 0, 0, 0, 0, dateTo.Location())
 	todayStart := time.Date(dateTo.Year(), dateTo.Month(), dateTo.Day(), 0, 0, 0, 0, dateTo.Location())
 	todayEnd := todayStart.Add(24 * time.Hour).Add(-time.Nanosecond)

+	var summary entities.ProfitLossSummary
+	summaryQuery := r.db.WithContext(ctx).
+		Table("orders o").
+		Select(`
+			COALESCE(SUM(o.total_amount), 0) as total_revenue,
+			COALESCE(SUM(o.total_cost), 0) as total_cost,
+			COALESCE(SUM(o.total_amount - o.total_cost), 0) as gross_profit,
+			CASE
+				WHEN SUM(o.total_amount) > 0
+				THEN (SUM(o.total_amount - o.total_cost) / SUM(o.total_amount)) * 100
+				ELSE 0
+			END as gross_profit_margin,
+			COALESCE(SUM(o.tax_amount), 0) as total_tax,
+			COALESCE(SUM(o.discount_amount), 0) as total_discount,
+			COALESCE(SUM(o.total_amount - o.total_cost - o.discount_amount), 0) as net_profit,
+			CASE
+				WHEN SUM(o.total_amount) > 0
+				THEN (SUM(o.total_amount - o.total_cost - o.discount_amount) / SUM(o.total_amount)) * 100
+				ELSE 0
+			END as net_profit_margin,
+			COUNT(o.id) as total_orders,
+			CASE
+				WHEN COUNT(o.id) > 0
+				THEN SUM(o.total_amount - o.total_cost - o.discount_amount) / COUNT(o.id)
+				ELSE 0
+			END as average_profit,
+			CASE
+				WHEN SUM(o.total_cost) > 0
+				THEN (SUM(o.total_amount - o.total_cost) / SUM(o.total_cost)) * 100
+				ELSE 0
+			END as profitability_ratio
+		`).
+		Where("o.organization_id = ?", organizationID).
+		Where("o.status = ?", entities.OrderStatusCompleted).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("o.is_void = false AND o.is_refund = false").
+		Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo)
+	summaryQuery = r.resolveOutletID(summaryQuery, outletID, "o.outlet_id")
+	if err := summaryQuery.Scan(&summary).Error; err != nil {
+		return nil, err
+	}
+
+	var timeFormat string
+	switch groupBy {
+	case "hour":
+		timeFormat = "DATE_TRUNC('hour', o.created_at)"
+	case "week":
+		timeFormat = "DATE_TRUNC('week', o.created_at)"
+	case "month":
+		timeFormat = "DATE_TRUNC('month', o.created_at)"
+	default:
+		timeFormat = "DATE_TRUNC('day', o.created_at)"
+	}
+
+	var data []entities.ProfitLossData
+	dataQuery := r.db.WithContext(ctx).
+		Table("orders o").
+		Select(`
+			`+timeFormat+` as date,
+			COALESCE(SUM(o.total_amount), 0) as revenue,
+			COALESCE(SUM(o.total_cost), 0) as cost,
+			COALESCE(SUM(o.total_amount - o.total_cost), 0) as gross_profit,
+			CASE
+				WHEN SUM(o.total_amount) > 0
+				THEN (SUM(o.total_amount - o.total_cost) / SUM(o.total_amount)) * 100
+				ELSE 0
+			END as gross_profit_margin,
+			COALESCE(SUM(o.tax_amount), 0) as tax,
+			COALESCE(SUM(o.discount_amount), 0) as discount,
+			COALESCE(SUM(o.total_amount - o.total_cost - o.discount_amount), 0) as net_profit,
+			CASE
+				WHEN SUM(o.total_amount) > 0
+				THEN (SUM(o.total_amount - o.total_cost - o.discount_amount) / SUM(o.total_amount)) * 100
+				ELSE 0
+			END as net_profit_margin,
+			COUNT(o.id) as orders
+		`).
+		Where("o.organization_id = ?", organizationID).
+		Where("o.status = ?", entities.OrderStatusCompleted).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("o.is_void = false AND o.is_refund = false").
+		Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo).
+		Group(timeFormat).
+		Order(timeFormat)
+	dataQuery = r.resolveOutletID(dataQuery, outletID, "o.outlet_id")
+	if err := dataQuery.Scan(&data).Error; err != nil {
+		return nil, err
+	}
+
+	var productData []entities.ProductProfitData
+	productQuery := r.db.WithContext(ctx).
+		Table("order_items oi").
+		Select(`
+			p.id as product_id,
+			p.name as product_name,
+			c.id as category_id,
+			c.name as category_name,
+			SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END) as quantity_sold,
+			SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END) as revenue,
+			SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_cost * ((oi.quantity - COALESCE(oi.refund_quantity, 0))::float / NULLIF(oi.quantity, 0)) ELSE 0 END) as cost,
+			SUM(CASE WHEN oi.is_fully_refunded = false THEN (oi.total_price - COALESCE(oi.refund_amount, 0)) - (oi.total_cost * ((oi.quantity - COALESCE(oi.refund_quantity, 0))::float / NULLIF(oi.quantity, 0))) ELSE 0 END) as gross_profit,
+			CASE
+				WHEN SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END) > 0
+				THEN (SUM(CASE WHEN oi.is_fully_refunded = false THEN (oi.total_price - COALESCE(oi.refund_amount, 0)) - (oi.total_cost * ((oi.quantity - COALESCE(oi.refund_quantity, 0))::float / NULLIF(oi.quantity, 0))) ELSE 0 END) / SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END)) * 100
+				ELSE 0
+			END as gross_profit_margin,
+			AVG(CASE WHEN oi.is_fully_refunded = false THEN oi.unit_price ELSE NULL END) as average_price,
+			AVG(CASE WHEN oi.is_fully_refunded = false THEN oi.unit_cost ELSE NULL END) as average_cost,
+			AVG(CASE WHEN oi.is_fully_refunded = false THEN oi.unit_price - oi.unit_cost ELSE NULL END) as profit_per_unit
+		`).
+		Joins("JOIN orders o ON oi.order_id = o.id").
+		Joins("JOIN products p ON oi.product_id = p.id").
+		Joins("JOIN categories c ON p.category_id = c.id").
+		Where("o.organization_id = ?", organizationID).
+		Where("o.status = ?", entities.OrderStatusCompleted).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("o.is_void = false AND o.is_refund = false").
+		Where("oi.status != ?", entities.OrderItemStatusCancelled).
+		Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo).
+		Group("p.id, p.name, c.id, c.name").
+		Order("p.name ASC").
+		Limit(1000)
+	productQuery = r.resolveOutletID(productQuery, outletID, "o.outlet_id")
+	if err := productQuery.Scan(&productData).Error; err != nil {
+		return nil, err
+	}
+
 	type revenueCostResult struct {
 		Revenue float64
 		Cost    float64
@@ -492,6 +619,9 @@ func (r *AnalyticsRepositoryImpl) GetProfitLossAnalytics(ctx context.Context, or
 	}

 	return &entities.ProfitLossAnalytics{
+		Summary:                 summary,
+		Data:                    data,
+		ProductData:             productData,
 		TodayRevenue:            todayRC.Revenue,
 		TodayCost:               todayRC.Cost,
 		MtdRevenue:              mtdRC.Revenue,