feat: profit sharing

2026-08-05 19:28:38 +07:00
parent 2b80c92caa
commit b9ac97178f
26 changed files with 1378 additions and 4 deletions
@@ -2,6 +2,7 @@ package repository

 import (
 	"context"
+	"fmt"
 	"sort"
 	"time"

@@ -17,6 +18,9 @@ type AnalyticsRepository interface {
 	GetPurchasingAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.PurchasingAnalytics, error)
 	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)
+	GetProductAnalyticsPerParentCategory(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.ProductAnalyticsPerParentCategory, error)
+	GetParentCategoryAnalyticsDetail(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, parentCategoryID uuid.UUID, dateFrom, dateTo time.Time) (*entities.ParentCategoryAnalyticsDetail, error)
+	GetBudgetCutOffWeekly(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, parentCategoryID *uuid.UUID, cutOffFrom, cutOffTo time.Time) ([]*entities.BudgetCutOffWeek, 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, groupBy string) (*entities.ProfitLossAnalytics, error)
 	GetExclusiveSummaryAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.ExclusiveSummaryAnalytics, error)
@@ -461,6 +465,252 @@ func (r *AnalyticsRepositoryImpl) GetProductAnalyticsPerCategory(ctx context.Con
 	return results, err
 }

+func (r *AnalyticsRepositoryImpl) GetProductAnalyticsPerParentCategory(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.ProductAnalyticsPerParentCategory, error) {
+	var results []*entities.ProductAnalyticsPerParentCategory
+
+	query := r.db.WithContext(ctx).
+		Table("order_items oi").
+		Select(`
+			pc.id as parent_category_id,
+			pc.name as parent_category_name,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END), 0) as total_revenue,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as total_quantity,
+			COUNT(DISTINCT c.id) as category_count,
+			COUNT(DISTINCT p.id) as product_count,
+			COUNT(DISTINCT oi.order_id) as order_count,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(shpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_standard_hpp,
+			COALESCE(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), 0) as total_fifo_hpp,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(mahpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_moving_average_hpp
+		`).
+		Joins("JOIN products p ON oi.product_id = p.id").
+		Joins("JOIN categories c ON p.category_id = c.id").
+		// Categories without a parent roll up to themselves, so top-level categories still appear
+		Joins("JOIN categories pc ON pc.id = COALESCE(c.parent_id, c.id)").
+		Joins("JOIN orders o ON oi.order_id = o.id").
+		Joins("LEFT JOIN (SELECT pr.product_id, SUM(pr.quantity * (1 + COALESCE(pr.waste_percentage, 0)/100.0) * i.cost) as hpp_per_unit FROM product_recipes pr JOIN ingredients i ON pr.ingredient_id = i.id GROUP BY pr.product_id) shpp ON shpp.product_id = p.id").
+		Joins("LEFT JOIN (?) mahpp ON mahpp.product_id = p.id",
+			r.db.Table("product_recipes pr2").
+				Select("pr2.product_id, SUM(pr2.quantity * (1 + COALESCE(pr2.waste_percentage, 0)/100.0) * COALESCE(ma.moving_avg_cost, ing.cost)) as hpp_per_unit").
+				Joins("JOIN ingredients ing ON pr2.ingredient_id = ing.id").
+				Joins("LEFT JOIN (?) ma ON ma.ingredient_id = pr2.ingredient_id",
+					r.db.Table("inventory_movements im").
+						Select("im.item_id as ingredient_id, CASE WHEN SUM(im.quantity) > 0 THEN SUM(im.total_cost) / SUM(im.quantity) ELSE 0 END as moving_avg_cost").
+						Where("im.movement_type = ?", "purchase").
+						Where("im.item_type = ?", "INGREDIENT").
+						Where("im.organization_id = ?", organizationID).
+						Where("im.created_at <= ?", dateTo).
+						Group("im.item_id"),
+				).
+				Group("pr2.product_id"),
+		).
+		Where("o.organization_id = ?", organizationID).
+		Where("o.is_void = ?", false).
+		Where("o.is_refund = ?", false).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("oi.status != ?", entities.OrderItemStatusCancelled).
+		Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo)
+
+	query = r.resolveOutletID(query, outletID, "o.outlet_id")
+
+	err := query.
+		Group("pc.id, pc.name").
+		Order("pc.name ASC").
+		Scan(&results).Error
+
+	return results, err
+}
+
+// movingAverageHppSubquery builds the per-product moving-average HPP lookup shared by
+// the parent category detail queries.
+func (r *AnalyticsRepositoryImpl) movingAverageHppSubquery(organizationID uuid.UUID, dateTo time.Time) *gorm.DB {
+	return r.db.Table("product_recipes pr2").
+		Select("pr2.product_id, SUM(pr2.quantity * (1 + COALESCE(pr2.waste_percentage, 0)/100.0) * COALESCE(ma.moving_avg_cost, ing.cost)) as hpp_per_unit").
+		Joins("JOIN ingredients ing ON pr2.ingredient_id = ing.id").
+		Joins("LEFT JOIN (?) ma ON ma.ingredient_id = pr2.ingredient_id",
+			r.db.Table("inventory_movements im").
+				Select("im.item_id as ingredient_id, CASE WHEN SUM(im.quantity) > 0 THEN SUM(im.total_cost) / SUM(im.quantity) ELSE 0 END as moving_avg_cost").
+				Where("im.movement_type = ?", "purchase").
+				Where("im.item_type = ?", "INGREDIENT").
+				Where("im.organization_id = ?", organizationID).
+				Where("im.created_at <= ?", dateTo).
+				Group("im.item_id"),
+		).
+		Group("pr2.product_id")
+}
+
+// parentCategoryScopedQuery builds the common order_items -> product -> category join
+// restricted to a single parent category group. Categories without a parent belong to
+// their own group, so a leaf category resolves to itself.
+func (r *AnalyticsRepositoryImpl) parentCategoryScopedQuery(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, parentCategoryID uuid.UUID, dateFrom, dateTo time.Time) *gorm.DB {
+	query := r.db.WithContext(ctx).
+		Table("order_items oi").
+		Joins("JOIN products p ON oi.product_id = p.id").
+		Joins("JOIN categories c ON p.category_id = c.id").
+		Joins("JOIN orders o ON oi.order_id = o.id").
+		Joins("LEFT JOIN (SELECT pr.product_id, SUM(pr.quantity * (1 + COALESCE(pr.waste_percentage, 0)/100.0) * i.cost) as hpp_per_unit FROM product_recipes pr JOIN ingredients i ON pr.ingredient_id = i.id GROUP BY pr.product_id) shpp ON shpp.product_id = p.id").
+		Joins("LEFT JOIN (?) mahpp ON mahpp.product_id = p.id", r.movingAverageHppSubquery(organizationID, dateTo)).
+		Where("COALESCE(c.parent_id, c.id) = ?", parentCategoryID).
+		Where("o.organization_id = ?", organizationID).
+		Where("o.is_void = ?", false).
+		Where("o.is_refund = ?", false).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("oi.status != ?", entities.OrderItemStatusCancelled).
+		Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo)
+
+	return r.resolveOutletID(query, outletID, "o.outlet_id")
+}
+
+func (r *AnalyticsRepositoryImpl) GetParentCategoryAnalyticsDetail(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, parentCategoryID uuid.UUID, dateFrom, dateTo time.Time) (*entities.ParentCategoryAnalyticsDetail, error) {
+	// Resolve the category first so the endpoint still identifies the category when it
+	// has no sales in the requested range, and rejects ids from another organization.
+	var parent struct {
+		ID   uuid.UUID
+		Name string
+	}
+	if err := r.db.WithContext(ctx).
+		Table("categories").
+		Select("id, name").
+		Where("id = ? AND organization_id = ?", parentCategoryID, organizationID).
+		Scan(&parent).Error; err != nil {
+		return nil, err
+	}
+	if parent.ID == uuid.Nil {
+		return nil, fmt.Errorf("category not found")
+	}
+
+	detail := &entities.ParentCategoryAnalyticsDetail{
+		ParentCategoryID:   parent.ID,
+		ParentCategoryName: parent.Name,
+		Categories:         []*entities.ProductAnalyticsPerCategory{},
+		Products:           []*entities.ProductAnalytics{},
+	}
+
+	// Totals for the whole parent group. Kept as its own aggregate because order_count
+	// is a COUNT(DISTINCT order) and cannot be recovered by summing the category rows.
+	summary := &entities.ProductAnalyticsPerParentCategory{}
+	err := r.parentCategoryScopedQuery(ctx, organizationID, outletID, parentCategoryID, dateFrom, dateTo).
+		Select(`
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END), 0) as total_revenue,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as total_quantity,
+			COUNT(DISTINCT c.id) as category_count,
+			COUNT(DISTINCT p.id) as product_count,
+			COUNT(DISTINCT oi.order_id) as order_count,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(shpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_standard_hpp,
+			COALESCE(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), 0) as total_fifo_hpp,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(mahpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_moving_average_hpp
+		`).
+		Scan(summary).Error
+	if err != nil {
+		return nil, err
+	}
+	summary.ParentCategoryID = parent.ID
+	summary.ParentCategoryName = parent.Name
+	detail.Summary = summary
+
+	// Sub-category rows.
+	err = r.parentCategoryScopedQuery(ctx, organizationID, outletID, parentCategoryID, dateFrom, dateTo).
+		Select(`
+			c.id as category_id,
+			c.name as category_name,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END), 0) as total_revenue,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as total_quantity,
+			COUNT(DISTINCT p.id) as product_count,
+			COUNT(DISTINCT oi.order_id) as order_count,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(shpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_standard_hpp,
+			COALESCE(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), 0) as total_fifo_hpp,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN COALESCE(mahpp.hpp_per_unit, p.cost, 0) * (oi.quantity - COALESCE(oi.refund_quantity, 0)) ELSE 0 END), 0) as total_moving_average_hpp
+		`).
+		Group("c.id, c.name, c.order").
+		Order("c.order ASC, c.name ASC").
+		Scan(&detail.Categories).Error
+	if err != nil {
+		return nil, err
+	}
+
+	// Product rows. Uses the same refund-aware arithmetic as the rows above so the
+	// products of a category add up to that category's totals.
+	err = r.parentCategoryScopedQuery(ctx, organizationID, outletID, parentCategoryID, dateFrom, dateTo).
+		Joins("LEFT JOIN product_outlet_prices pop ON pop.product_id = p.id AND pop.outlet_id = o.outlet_id").
+		Select(`
+			p.id as product_id,
+			p.name as product_name,
+			p.sku as product_sku,
+			COALESCE(
+				NULLIF(pop.price, 0),
+				(SELECT price FROM product_outlet_prices WHERE product_id = p.id ORDER BY updated_at DESC LIMIT 1),
+				NULLIF(p.price, 0),
+				0
+			) as product_price,
+			c.id as category_id,
+			c.name as category_name,
+			c.order as category_order,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as quantity_sold,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END), 0) as revenue,
+			COALESCE(
+				SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END)
+				/ NULLIF(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0),
+			0) as average_price,
+			COUNT(DISTINCT oi.order_id) as order_count,
+			COALESCE(shpp.hpp_per_unit, p.cost, 0) as standard_hpp_per_unit,
+			COALESCE(shpp.hpp_per_unit, p.cost, 0) * COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as standard_hpp_total,
+			COALESCE(
+				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)
+				/ NULLIF(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0),
+			0) as fifo_hpp_per_unit,
+			COALESCE(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), 0) as fifo_hpp_total,
+			COALESCE(mahpp.hpp_per_unit, p.cost, 0) as moving_average_hpp_per_unit,
+			COALESCE(mahpp.hpp_per_unit, p.cost, 0) * COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.quantity - COALESCE(oi.refund_quantity, 0) ELSE 0 END), 0) as moving_average_hpp_total
+		`).
+		Group("p.id, p.name, p.sku, p.price, p.cost, pop.price, c.id, c.name, c.order, shpp.hpp_per_unit, mahpp.hpp_per_unit").
+		Order("revenue DESC").
+		Scan(&detail.Products).Error
+	if err != nil {
+		return nil, err
+	}
+
+	return detail, nil
+}
+
+// GetBudgetCutOffWeekly buckets revenue and cost of goods sold into Monday-to-Sunday
+// weeks. DATE_TRUNC('week') is ISO, so the buckets start on Monday, and the connection
+// runs with TimeZone=Asia/Jakarta so the boundaries land on local midnight.
+// A nil parentCategoryID covers every category in scope.
+func (r *AnalyticsRepositoryImpl) GetBudgetCutOffWeekly(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, parentCategoryID *uuid.UUID, cutOffFrom, cutOffTo time.Time) ([]*entities.BudgetCutOffWeek, error) {
+	var results []*entities.BudgetCutOffWeek
+
+	query := r.db.WithContext(ctx).
+		Table("order_items oi").
+		Select(`
+			DATE_TRUNC('week', o.created_at) as week_start,
+			COALESCE(SUM(CASE WHEN oi.is_fully_refunded = false THEN oi.total_price - COALESCE(oi.refund_amount, 0) ELSE 0 END), 0) as revenue,
+			COUNT(DISTINCT oi.order_id) as order_count
+		`).
+		// products and categories are joined to keep the scope identical to the report
+		// the block is attached to, even when no parent category filter is applied
+		Joins("JOIN products p ON oi.product_id = p.id").
+		Joins("JOIN categories c ON p.category_id = c.id").
+		Joins("JOIN orders o ON oi.order_id = o.id").
+		Where("o.organization_id = ?", organizationID).
+		Where("o.is_void = ?", false).
+		Where("o.is_refund = ?", false).
+		Where("o.payment_status = ?", entities.PaymentStatusCompleted).
+		Where("oi.status != ?", entities.OrderItemStatusCancelled).
+		Where("o.created_at >= ? AND o.created_at <= ?", cutOffFrom, cutOffTo)
+
+	if parentCategoryID != nil {
+		query = query.Where("COALESCE(c.parent_id, c.id) = ?", *parentCategoryID)
+	}
+
+	query = r.resolveOutletID(query, outletID, "o.outlet_id")
+
+	err := query.
+		Group("DATE_TRUNC('week', o.created_at)").
+		Order("week_start ASC").
+		Scan(&results).Error
+
+	return results, err
+}
+
 func (r *AnalyticsRepositoryImpl) GetDashboardOverview(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.DashboardOverview, error) {
 	var result entities.DashboardOverview