Update analytic to support new categories change

internal/repository/analytics_repository.go

@@ -659,11 +659,11 @@ func (r *AnalyticsRepositoryImpl) getExpenseByCategory(ctx context.Context, orga
 
 	query := r.db.WithContext(ctx).
 		Table("expense_items ei").
-		Select(`COALESCE(parent_coa.name, coa.name, 'Lain-lain') as category_name, COALESCE(SUM(ei.amount), 0) as amount`).
+		Select(`pc.name as category_name, COALESCE(SUM(ei.amount), 0) as amount`).
 		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("JOIN purchase_categories pc ON ei.purchase_category_id = pc.id").
-		Joins("LEFT JOIN chart_of_accounts parent_coa ON coa.parent_id = parent_coa.id").
 		Where("e.organization_id = ?", organizationID).
+		Where("pc.type = ?", entities.PurchaseCategoryTypeExpense).
 		Where("e.status = ?", "approved").
 		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo)
 
@@ -672,8 +672,8 @@ func (r *AnalyticsRepositoryImpl) getExpenseByCategory(ctx context.Context, orga
 	}
 
 	err := query.
-		Group("COALESCE(parent_coa.name, coa.name, 'Lain-lain')").
+		Group("pc.id, pc.name, pc.sort_order").
-		Order("COALESCE(parent_coa.name, coa.name, 'Lain-lain')").
+		Order("pc.sort_order ASC, pc.name ASC").
 		Scan(&results).Error
 
 	return results, err
@@ -684,10 +684,11 @@ func (r *AnalyticsRepositoryImpl) getOperationalExpenseItems(ctx context.Context
 
 	query := 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 amount`).
+		Select(`COALESCE(NULLIF(ei.item, ''), ei.description, pc.name) as item, COALESCE(SUM(ei.amount), 0) as amount`).
 		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("JOIN purchase_categories pc ON ei.purchase_category_id = pc.id").
 		Where("e.organization_id = ?", organizationID).
+		Where("pc.type = ?", entities.PurchaseCategoryTypeExpense).
 		Where("e.status = ?", "approved").
 		Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo)
 
@@ -696,7 +697,7 @@ func (r *AnalyticsRepositoryImpl) getOperationalExpenseItems(ctx context.Context
 	}
 
 	err := query.
-		Group("COALESCE(NULLIF(ei.item, ''), ei.description, coa.name)").
+		Group("COALESCE(NULLIF(ei.item, ''), ei.description, pc.name)").
 		Order("amount DESC").
 		Scan(&results).Error
 

migrations/000082_enforce_expense_items_expense_categories.down.sql

@@ -0,0 +1,5 @@
+DROP TRIGGER IF EXISTS trigger_validate_expense_item_expense_category ON expense_items;
+DROP FUNCTION IF EXISTS validate_expense_item_expense_category();
+
+ALTER TABLE expense_items
+    ALTER COLUMN purchase_category_id DROP NOT NULL;

migrations/000082_enforce_expense_items_expense_categories.up.sql

@@ -0,0 +1,38 @@
+DO $$
+BEGIN
+    IF EXISTS (
+        SELECT 1
+        FROM expense_items ei
+        LEFT JOIN purchase_categories pc ON pc.id = ei.purchase_category_id
+        WHERE ei.purchase_category_id IS NULL
+           OR pc.id IS NULL
+           OR pc.type <> 'expense'
+    ) THEN
+        RAISE EXCEPTION 'expense_items contains missing or non-expense purchase categories. Assign valid expense categories before running this migration.';
+    END IF;
+END $$;
+
+ALTER TABLE expense_items
+    ALTER COLUMN purchase_category_id SET NOT NULL;
+
+CREATE OR REPLACE FUNCTION validate_expense_item_expense_category()
+RETURNS TRIGGER AS $$
+BEGIN
+    IF NOT EXISTS (
+        SELECT 1
+        FROM purchase_categories pc
+        WHERE pc.id = NEW.purchase_category_id
+          AND pc.type = 'expense'
+    ) THEN
+        RAISE EXCEPTION 'expense_items.purchase_category_id must reference an expense purchase category';
+    END IF;
+
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trigger_validate_expense_item_expense_category ON expense_items;
+CREATE TRIGGER trigger_validate_expense_item_expense_category
+    BEFORE INSERT OR UPDATE OF purchase_category_id ON expense_items
+    FOR EACH ROW
+    EXECUTE FUNCTION validate_expense_item_expense_category();