Update expense for product category (non-inventory type)

This commit is contained in:
ryan 2026-06-09 17:02:49 +07:00
parent e09feff36d
commit c3db919531
14 changed files with 444 additions and 170 deletions

View File

@ -396,7 +396,7 @@ func (a *App) initProcessors(cfg *config.Config, repos *repositories) *processor
userDeviceProcessor: processor.NewUserDeviceProcessorImpl(repos.userDeviceRepo),
notificationProcessor: buildNotificationProcessor(cfg, repos),
productOutletPriceProcessor: processor.NewProductOutletPriceProcessorImpl(repos.productOutletPriceRepo, repos.productRepo, repos.outletRepo),
expenseProcessor: processor.NewExpenseProcessorImpl(repos.expenseRepo),
expenseProcessor: processor.NewExpenseProcessorImpl(repos.expenseRepo, repos.purchaseCategoryRepo),
}
}

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@ -19,10 +19,11 @@ type CreateExpenseRequest struct {
}
type CreateExpenseItemRequest struct {
ChartOfAccountID string `json:"chart_of_account_id" validate:"required"`
Item string `json:"item" validate:"required"`
Description *string `json:"description,omitempty"`
Amount float64 `json:"amount" validate:"required"`
ChartOfAccountID string `json:"chart_of_account_id" validate:"required"`
PurchaseCategoryID string `json:"purchase_category_id" validate:"required"`
Item string `json:"item" validate:"required"`
Description *string `json:"description,omitempty"`
Amount float64 `json:"amount" validate:"required"`
}
type UpdateExpenseRequest struct {
@ -39,10 +40,11 @@ type UpdateExpenseRequest struct {
}
type UpdateExpenseItemRequest struct {
ChartOfAccountID *string `json:"chart_of_account_id,omitempty"`
Item *string `json:"item,omitempty"`
Description *string `json:"description,omitempty"`
Amount *float64 `json:"amount,omitempty"`
ChartOfAccountID *string `json:"chart_of_account_id,omitempty"`
PurchaseCategoryID *string `json:"purchase_category_id,omitempty"`
Item *string `json:"item,omitempty"`
Description *string `json:"description,omitempty"`
Amount *float64 `json:"amount,omitempty"`
}
type ExpenseResponse struct {
@ -63,15 +65,19 @@ type ExpenseResponse struct {
}
type ExpenseItemResponse struct {
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name,omitempty"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name,omitempty"`
PurchaseCategoryID uuid.UUID `json:"purchase_category_id"`
PurchaseCategoryName string `json:"purchase_category_name,omitempty"`
PurchaseCategoryType string `json:"purchase_category_type,omitempty"`
PurchaseCategory *PurchaseCategoryResponse `json:"purchase_category,omitempty"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
}
type ListExpenseRequest struct {
@ -100,15 +106,16 @@ type ExpenseAnalyticsRequest struct {
}
type ExpenseAnalyticsResponse struct {
OrganizationID uuid.UUID `json:"organization_id"`
OutletID *uuid.UUID `json:"outlet_id,omitempty"`
DateFrom time.Time `json:"date_from"`
DateTo time.Time `json:"date_to"`
GroupBy string `json:"group_by"`
Summary ExpenseAnalyticsSummary `json:"summary"`
Data []ExpenseAnalyticsData `json:"data"`
CategoryData []ExpenseAnalyticsCategoryData `json:"category_data"`
ItemData []ExpenseAnalyticsItemData `json:"item_data"`
OrganizationID uuid.UUID `json:"organization_id"`
OutletID *uuid.UUID `json:"outlet_id,omitempty"`
DateFrom time.Time `json:"date_from"`
DateTo time.Time `json:"date_to"`
GroupBy string `json:"group_by"`
Summary ExpenseAnalyticsSummary `json:"summary"`
Data []ExpenseAnalyticsData `json:"data"`
CategoryData []ExpenseAnalyticsCategoryData `json:"category_data"`
ChartOfAccountData []ExpenseAnalyticsChartOfAccountData `json:"chart_of_account_data"`
ItemData []ExpenseAnalyticsItemData `json:"item_data"`
}
type ExpenseAnalyticsSummary struct {
@ -130,6 +137,15 @@ type ExpenseAnalyticsData struct {
}
type ExpenseAnalyticsCategoryData struct {
PurchaseCategoryID uuid.UUID `json:"purchase_category_id"`
PurchaseCategoryName string `json:"purchase_category_name"`
PurchaseCategoryType string `json:"purchase_category_type"`
TotalAmount float64 `json:"total_amount"`
ExpenseCount int64 `json:"expense_count"`
ItemCount int64 `json:"item_count"`
}
type ExpenseAnalyticsChartOfAccountData struct {
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name"`
TotalAmount float64 `json:"total_amount"`

View File

@ -29,10 +29,11 @@ type Expense struct {
}
type ExpenseAnalytics struct {
Summary ExpenseAnalyticsSummary
Data []ExpenseAnalyticsData
CategoryData []ExpenseAnalyticsCategoryData
ItemData []ExpenseAnalyticsItemData
Summary ExpenseAnalyticsSummary
Data []ExpenseAnalyticsData
CategoryData []ExpenseAnalyticsCategoryData
ChartOfAccountData []ExpenseAnalyticsChartOfAccountData
ItemData []ExpenseAnalyticsItemData
}
type ExpenseAnalyticsSummary struct {
@ -54,6 +55,15 @@ type ExpenseAnalyticsData struct {
}
type ExpenseAnalyticsCategoryData struct {
PurchaseCategoryID uuid.UUID
PurchaseCategoryName string
PurchaseCategoryType string
TotalAmount float64
ExpenseCount int64
ItemCount int64
}
type ExpenseAnalyticsChartOfAccountData struct {
ChartOfAccountID uuid.UUID
ChartOfAccountName string
TotalAmount float64

View File

@ -9,17 +9,19 @@ import (
)
type ExpenseItem struct {
ID uuid.UUID `gorm:"type:uuid;primary_key;default:gen_random_uuid()" json:"id"`
ExpenseID uuid.UUID `gorm:"type:uuid;not null;index" json:"expense_id"`
ChartOfAccountID uuid.UUID `gorm:"type:uuid;not null;index" json:"chart_of_account_id"`
Item string `gorm:"not null;size:255" json:"item"`
Description *string `gorm:"type:text" json:"description"`
Amount float64 `gorm:"type:decimal(15,2);not null;default:0" json:"amount"`
CreatedAt time.Time `gorm:"autoCreateTime" json:"created_at"`
UpdatedAt time.Time `gorm:"autoUpdateTime" json:"updated_at"`
ID uuid.UUID `gorm:"type:uuid;primary_key;default:gen_random_uuid()" json:"id"`
ExpenseID uuid.UUID `gorm:"type:uuid;not null;index" json:"expense_id"`
ChartOfAccountID uuid.UUID `gorm:"type:uuid;not null;index" json:"chart_of_account_id"`
PurchaseCategoryID uuid.UUID `gorm:"type:uuid;not null;index" json:"purchase_category_id"`
Item string `gorm:"not null;size:255" json:"item"`
Description *string `gorm:"type:text" json:"description"`
Amount float64 `gorm:"type:decimal(15,2);not null;default:0" json:"amount"`
CreatedAt time.Time `gorm:"autoCreateTime" json:"created_at"`
UpdatedAt time.Time `gorm:"autoUpdateTime" json:"updated_at"`
Expense *Expense `gorm:"foreignKey:ExpenseID" json:"expense,omitempty"`
ChartOfAccount *ChartOfAccount `gorm:"foreignKey:ChartOfAccountID" json:"chart_of_account,omitempty"`
Expense *Expense `gorm:"foreignKey:ExpenseID" json:"expense,omitempty"`
ChartOfAccount *ChartOfAccount `gorm:"foreignKey:ChartOfAccountID" json:"chart_of_account,omitempty"`
PurchaseCategory *PurchaseCategory `gorm:"foreignKey:PurchaseCategoryID" json:"purchase_category,omitempty"`
}
func (e *ExpenseItem) BeforeCreate(tx *gorm.DB) error {

View File

@ -95,20 +95,27 @@ func ExpenseItemEntityToResponse(entity *entities.ExpenseItem) *models.ExpenseIt
}
response := &models.ExpenseItemResponse{
ID: entity.ID,
ExpenseID: entity.ExpenseID,
ChartOfAccountID: entity.ChartOfAccountID,
Item: entity.Item,
Description: entity.Description,
Amount: entity.Amount,
CreatedAt: entity.CreatedAt,
UpdatedAt: entity.UpdatedAt,
ID: entity.ID,
ExpenseID: entity.ExpenseID,
ChartOfAccountID: entity.ChartOfAccountID,
PurchaseCategoryID: entity.PurchaseCategoryID,
Item: entity.Item,
Description: entity.Description,
Amount: entity.Amount,
CreatedAt: entity.CreatedAt,
UpdatedAt: entity.UpdatedAt,
}
if entity.ChartOfAccount != nil {
response.ChartOfAccountName = entity.ChartOfAccount.Name
}
if entity.PurchaseCategory != nil {
response.PurchaseCategoryName = entity.PurchaseCategory.Name
response.PurchaseCategoryType = string(entity.PurchaseCategory.Type)
response.PurchaseCategory = PurchaseCategoryEntityToResponse(entity.PurchaseCategory)
}
return response
}

View File

@ -23,14 +23,15 @@ type Expense struct {
}
type ExpenseItem struct {
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
PurchaseCategoryID uuid.UUID `json:"purchase_category_id"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
}
type ExpenseResponse struct {
@ -51,15 +52,19 @@ type ExpenseResponse struct {
}
type ExpenseItemResponse struct {
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name,omitempty"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
ID uuid.UUID `json:"id"`
ExpenseID uuid.UUID `json:"expense_id"`
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name,omitempty"`
PurchaseCategoryID uuid.UUID `json:"purchase_category_id"`
PurchaseCategoryName string `json:"purchase_category_name,omitempty"`
PurchaseCategoryType string `json:"purchase_category_type,omitempty"`
PurchaseCategory *PurchaseCategoryResponse `json:"purchase_category,omitempty"`
Item string `json:"item"`
Description *string `json:"description"`
Amount float64 `json:"amount"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
}
type CreateExpenseRequest struct {
@ -75,10 +80,11 @@ type CreateExpenseRequest struct {
}
type CreateExpenseItemRequest struct {
ChartOfAccountID string `json:"chart_of_account_id"`
Item string `json:"item"`
Description *string `json:"description,omitempty"`
Amount float64 `json:"amount"`
ChartOfAccountID string `json:"chart_of_account_id"`
PurchaseCategoryID string `json:"purchase_category_id"`
Item string `json:"item"`
Description *string `json:"description,omitempty"`
Amount float64 `json:"amount"`
}
type UpdateExpenseRequest struct {
@ -95,10 +101,11 @@ type UpdateExpenseRequest struct {
}
type UpdateExpenseItemRequest struct {
ChartOfAccountID *string `json:"chart_of_account_id,omitempty"`
Item *string `json:"item,omitempty"`
Description *string `json:"description,omitempty"`
Amount *float64 `json:"amount,omitempty"`
ChartOfAccountID *string `json:"chart_of_account_id,omitempty"`
PurchaseCategoryID *string `json:"purchase_category_id,omitempty"`
Item *string `json:"item,omitempty"`
Description *string `json:"description,omitempty"`
Amount *float64 `json:"amount,omitempty"`
}
type ListExpenseRequest struct {
@ -128,15 +135,16 @@ type ExpenseAnalyticsRequest struct {
}
type ExpenseAnalyticsResponse struct {
OrganizationID uuid.UUID `json:"organization_id"`
OutletID *uuid.UUID `json:"outlet_id,omitempty"`
DateFrom time.Time `json:"date_from"`
DateTo time.Time `json:"date_to"`
GroupBy string `json:"group_by"`
Summary ExpenseAnalyticsSummary `json:"summary"`
Data []ExpenseAnalyticsData `json:"data"`
CategoryData []ExpenseAnalyticsCategoryData `json:"category_data"`
ItemData []ExpenseAnalyticsItemData `json:"item_data"`
OrganizationID uuid.UUID `json:"organization_id"`
OutletID *uuid.UUID `json:"outlet_id,omitempty"`
DateFrom time.Time `json:"date_from"`
DateTo time.Time `json:"date_to"`
GroupBy string `json:"group_by"`
Summary ExpenseAnalyticsSummary `json:"summary"`
Data []ExpenseAnalyticsData `json:"data"`
CategoryData []ExpenseAnalyticsCategoryData `json:"category_data"`
ChartOfAccountData []ExpenseAnalyticsChartOfAccountData `json:"chart_of_account_data"`
ItemData []ExpenseAnalyticsItemData `json:"item_data"`
}
type ExpenseAnalyticsSummary struct {
@ -158,6 +166,15 @@ type ExpenseAnalyticsData struct {
}
type ExpenseAnalyticsCategoryData struct {
PurchaseCategoryID uuid.UUID `json:"purchase_category_id"`
PurchaseCategoryName string `json:"purchase_category_name"`
PurchaseCategoryType string `json:"purchase_category_type"`
TotalAmount float64 `json:"total_amount"`
ExpenseCount int64 `json:"expense_count"`
ItemCount int64 `json:"item_count"`
}
type ExpenseAnalyticsChartOfAccountData struct {
ChartOfAccountID uuid.UUID `json:"chart_of_account_id"`
ChartOfAccountName string `json:"chart_of_account_name"`
TotalAmount float64 `json:"total_amount"`

View File

@ -23,12 +23,14 @@ type ExpenseProcessor interface {
}
type ExpenseProcessorImpl struct {
expenseRepo ExpenseRepository
expenseRepo ExpenseRepository
purchaseCategoryRepo PurchaseCategoryRepository
}
func NewExpenseProcessorImpl(expenseRepo ExpenseRepository) *ExpenseProcessorImpl {
func NewExpenseProcessorImpl(expenseRepo ExpenseRepository, purchaseCategoryRepo PurchaseCategoryRepository) *ExpenseProcessorImpl {
return &ExpenseProcessorImpl{
expenseRepo: expenseRepo,
expenseRepo: expenseRepo,
purchaseCategoryRepo: purchaseCategoryRepo,
}
}
@ -48,6 +50,30 @@ func (p *ExpenseProcessorImpl) CreateExpense(ctx context.Context, organizationID
status = *req.Status
}
items := make([]entities.ExpenseItem, len(req.Items))
for i, itemReq := range req.Items {
chartOfAccountID, err := uuid.Parse(itemReq.ChartOfAccountID)
if err != nil {
return nil, fmt.Errorf("invalid chart_of_account_id for item: %w", err)
}
purchaseCategoryID, err := uuid.Parse(itemReq.PurchaseCategoryID)
if err != nil {
return nil, fmt.Errorf("invalid purchase_category_id for item: %w", err)
}
if err := p.validateNonInventoryPurchaseCategory(ctx, purchaseCategoryID, organizationID); err != nil {
return nil, err
}
items[i] = entities.ExpenseItem{
ChartOfAccountID: chartOfAccountID,
PurchaseCategoryID: purchaseCategoryID,
Item: itemReq.Item,
Description: itemReq.Description,
Amount: itemReq.Amount,
}
}
expenseEntity := &entities.Expense{
OrganizationID: organizationID,
OutletID: outletID,
@ -65,21 +91,10 @@ func (p *ExpenseProcessorImpl) CreateExpense(ctx context.Context, organizationID
return nil, fmt.Errorf("failed to create expense: %w", err)
}
for _, itemReq := range req.Items {
chartOfAccountID, err := uuid.Parse(itemReq.ChartOfAccountID)
if err != nil {
return nil, fmt.Errorf("invalid chart_of_account_id for item: %w", err)
}
for i := range items {
items[i].ExpenseID = expenseEntity.ID
itemEntity := &entities.ExpenseItem{
ExpenseID: expenseEntity.ID,
ChartOfAccountID: chartOfAccountID,
Item: itemReq.Item,
Description: itemReq.Description,
Amount: itemReq.Amount,
}
err = p.expenseRepo.CreateItem(ctx, itemEntity)
err = p.expenseRepo.CreateItem(ctx, &items[i])
if err != nil {
return nil, fmt.Errorf("failed to create expense item: %w", err)
}
@ -135,13 +150,10 @@ func (p *ExpenseProcessorImpl) UpdateExpense(ctx context.Context, id, organizati
expenseEntity.Reserved1 = req.Reserved1
}
var items []entities.ExpenseItem
if req.Items != nil {
err = p.expenseRepo.DeleteItemsByExpenseID(ctx, expenseEntity.ID)
if err != nil {
return nil, fmt.Errorf("failed to delete existing items: %w", err)
}
for _, itemReq := range req.Items {
items = make([]entities.ExpenseItem, len(req.Items))
for i, itemReq := range req.Items {
chartOfAccountID := uuid.Nil
if itemReq.ChartOfAccountID != nil {
chartOfAccountID, err = uuid.Parse(*itemReq.ChartOfAccountID)
@ -150,6 +162,17 @@ func (p *ExpenseProcessorImpl) UpdateExpense(ctx context.Context, id, organizati
}
}
if itemReq.PurchaseCategoryID == nil {
return nil, fmt.Errorf("purchase_category_id is required for item")
}
purchaseCategoryID, err := uuid.Parse(*itemReq.PurchaseCategoryID)
if err != nil {
return nil, fmt.Errorf("invalid purchase_category_id for item: %w", err)
}
if err := p.validateNonInventoryPurchaseCategory(ctx, purchaseCategoryID, organizationID); err != nil {
return nil, err
}
amount := 0.0
if itemReq.Amount != nil {
amount = *itemReq.Amount
@ -159,15 +182,23 @@ func (p *ExpenseProcessorImpl) UpdateExpense(ctx context.Context, id, organizati
item = *itemReq.Item
}
itemEntity := &entities.ExpenseItem{
ExpenseID: expenseEntity.ID,
ChartOfAccountID: chartOfAccountID,
Item: item,
Description: itemReq.Description,
Amount: amount,
items[i] = entities.ExpenseItem{
ExpenseID: expenseEntity.ID,
ChartOfAccountID: chartOfAccountID,
PurchaseCategoryID: purchaseCategoryID,
Item: item,
Description: itemReq.Description,
Amount: amount,
}
}
err = p.expenseRepo.CreateItem(ctx, itemEntity)
err = p.expenseRepo.DeleteItemsByExpenseID(ctx, expenseEntity.ID)
if err != nil {
return nil, fmt.Errorf("failed to delete existing items: %w", err)
}
for i := range items {
err = p.expenseRepo.CreateItem(ctx, &items[i])
if err != nil {
return nil, fmt.Errorf("failed to create expense item: %w", err)
}
@ -252,6 +283,18 @@ func (p *ExpenseProcessorImpl) GetExpenseAnalytics(ctx context.Context, req *mod
categoryData := make([]models.ExpenseAnalyticsCategoryData, len(result.CategoryData))
for i, item := range result.CategoryData {
categoryData[i] = models.ExpenseAnalyticsCategoryData{
PurchaseCategoryID: item.PurchaseCategoryID,
PurchaseCategoryName: item.PurchaseCategoryName,
PurchaseCategoryType: item.PurchaseCategoryType,
TotalAmount: item.TotalAmount,
ExpenseCount: item.ExpenseCount,
ItemCount: item.ItemCount,
}
}
chartOfAccountData := make([]models.ExpenseAnalyticsChartOfAccountData, len(result.ChartOfAccountData))
for i, item := range result.ChartOfAccountData {
chartOfAccountData[i] = models.ExpenseAnalyticsChartOfAccountData{
ChartOfAccountID: item.ChartOfAccountID,
ChartOfAccountName: item.ChartOfAccountName,
TotalAmount: item.TotalAmount,
@ -284,8 +327,26 @@ func (p *ExpenseProcessorImpl) GetExpenseAnalytics(ctx context.Context, req *mod
TotalCategories: result.Summary.TotalCategories,
TotalItems: result.Summary.TotalItems,
},
Data: data,
CategoryData: categoryData,
ItemData: itemData,
Data: data,
CategoryData: categoryData,
ChartOfAccountData: chartOfAccountData,
ItemData: itemData,
}, nil
}
func (p *ExpenseProcessorImpl) validateNonInventoryPurchaseCategory(ctx context.Context, categoryID, organizationID uuid.UUID) error {
category, err := p.purchaseCategoryRepo.GetByIDAndOrganizationID(ctx, categoryID, organizationID)
if err != nil {
return fmt.Errorf("purchase category not found: %w", err)
}
if !category.IsActive {
return fmt.Errorf("purchase category is inactive")
}
if category.Type != entities.PurchaseCategoryTypeNonInventory {
return fmt.Errorf("purchase category must be non_inventory")
}
return nil
}

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@ -18,6 +18,45 @@ type expenseRepositoryCaptureStub struct {
analytics *entities.ExpenseAnalytics
}
type expensePurchaseCategoryRepositoryStub struct {
category *entities.PurchaseCategory
}
func (*expensePurchaseCategoryRepositoryStub) Create(context.Context, *entities.PurchaseCategory) error {
return nil
}
func (s *expensePurchaseCategoryRepositoryStub) GetByIDAndOrganizationID(context.Context, uuid.UUID, uuid.UUID) (*entities.PurchaseCategory, error) {
return s.category, nil
}
func (*expensePurchaseCategoryRepositoryStub) Update(context.Context, *entities.PurchaseCategory) error {
return nil
}
func (*expensePurchaseCategoryRepositoryStub) SoftDelete(context.Context, uuid.UUID, uuid.UUID) error {
return nil
}
func (*expensePurchaseCategoryRepositoryStub) List(context.Context, uuid.UUID, map[string]interface{}, int, int) ([]*entities.PurchaseCategory, int64, error) {
return nil, 0, nil
}
func (*expensePurchaseCategoryRepositoryStub) ExistsByCode(context.Context, uuid.UUID, string, *uuid.UUID) (bool, error) {
return false, nil
}
func newExpensePurchaseCategoryRepo(categoryID uuid.UUID, categoryType entities.PurchaseCategoryType) *expensePurchaseCategoryRepositoryStub {
return &expensePurchaseCategoryRepositoryStub{
category: &entities.PurchaseCategory{
ID: categoryID,
Name: "Operational",
Type: categoryType,
IsActive: true,
},
}
}
func (s *expenseRepositoryCaptureStub) Create(_ context.Context, expense *entities.Expense) error {
if expense.ID == uuid.Nil {
expense.ID = uuid.New()
@ -62,7 +101,8 @@ func (*expenseRepositoryCaptureStub) DeleteItemsByExpenseID(context.Context, uui
func TestExpenseProcessorCreatePersistsItemName(t *testing.T) {
repo := &expenseRepositoryCaptureStub{}
p := NewExpenseProcessorImpl(repo)
purchaseCategoryID := uuid.New()
p := NewExpenseProcessorImpl(repo, newExpensePurchaseCategoryRepo(purchaseCategoryID, entities.PurchaseCategoryTypeNonInventory))
chartOfAccountID := uuid.New()
resp, err := p.CreateExpense(context.Background(), uuid.New(), &models.CreateExpenseRequest{
@ -73,9 +113,10 @@ func TestExpenseProcessorCreatePersistsItemName(t *testing.T) {
Total: 10000,
Items: []models.CreateExpenseItemRequest{
{
ChartOfAccountID: chartOfAccountID.String(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: chartOfAccountID.String(),
PurchaseCategoryID: purchaseCategoryID.String(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
})
@ -84,13 +125,15 @@ func TestExpenseProcessorCreatePersistsItemName(t *testing.T) {
require.NotNil(t, resp)
require.Len(t, repo.createdItems, 1)
require.Equal(t, "Cleaning supplies", repo.createdItems[0].Item)
require.Equal(t, purchaseCategoryID, repo.createdItems[0].PurchaseCategoryID)
require.Len(t, resp.Items, 1)
require.Equal(t, "Cleaning supplies", resp.Items[0].Item)
}
func TestExpenseProcessorCreateDefaultsStatusToDraft(t *testing.T) {
repo := &expenseRepositoryCaptureStub{}
p := NewExpenseProcessorImpl(repo)
purchaseCategoryID := uuid.New()
p := NewExpenseProcessorImpl(repo, newExpensePurchaseCategoryRepo(purchaseCategoryID, entities.PurchaseCategoryTypeNonInventory))
resp, err := p.CreateExpense(context.Background(), uuid.New(), &models.CreateExpenseRequest{
Receiver: "Cashier",
@ -100,9 +143,10 @@ func TestExpenseProcessorCreateDefaultsStatusToDraft(t *testing.T) {
Total: 10000,
Items: []models.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: purchaseCategoryID.String(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
})
@ -115,7 +159,8 @@ func TestExpenseProcessorCreateDefaultsStatusToDraft(t *testing.T) {
func TestExpenseProcessorCreatePersistsProvidedStatus(t *testing.T) {
repo := &expenseRepositoryCaptureStub{}
p := NewExpenseProcessorImpl(repo)
purchaseCategoryID := uuid.New()
p := NewExpenseProcessorImpl(repo, newExpensePurchaseCategoryRepo(purchaseCategoryID, entities.PurchaseCategoryTypeNonInventory))
status := "approved"
resp, err := p.CreateExpense(context.Background(), uuid.New(), &models.CreateExpenseRequest{
@ -127,9 +172,10 @@ func TestExpenseProcessorCreatePersistsProvidedStatus(t *testing.T) {
Total: 10000,
Items: []models.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: purchaseCategoryID.String(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
})
@ -140,8 +186,35 @@ func TestExpenseProcessorCreatePersistsProvidedStatus(t *testing.T) {
require.Equal(t, "approved", resp.Status)
}
func TestExpenseProcessorCreateRejectsRawMaterialPurchaseCategory(t *testing.T) {
repo := &expenseRepositoryCaptureStub{}
purchaseCategoryID := uuid.New()
p := NewExpenseProcessorImpl(repo, newExpensePurchaseCategoryRepo(purchaseCategoryID, entities.PurchaseCategoryTypeRawMaterial))
resp, err := p.CreateExpense(context.Background(), uuid.New(), &models.CreateExpenseRequest{
Receiver: "Cashier",
TransactionDate: "2026-05-29",
CodeNumber: "EXP-001",
OutletID: uuid.NewString(),
Total: 10000,
Items: []models.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: purchaseCategoryID.String(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
})
require.Error(t, err)
require.Nil(t, resp)
require.Contains(t, err.Error(), "non_inventory")
}
func TestExpenseProcessorGetExpenseAnalyticsDefaultsGroupByAndMapsResponse(t *testing.T) {
coaID := uuid.New()
purchaseCategoryID := uuid.New()
outletID := uuid.New()
now := time.Date(2026, 5, 1, 0, 0, 0, 0, time.UTC)
repo := &expenseRepositoryCaptureStub{
@ -165,6 +238,16 @@ func TestExpenseProcessorGetExpenseAnalyticsDefaultsGroupByAndMapsResponse(t *te
},
},
CategoryData: []entities.ExpenseAnalyticsCategoryData{
{
PurchaseCategoryID: purchaseCategoryID,
PurchaseCategoryName: "Operational Supplies",
PurchaseCategoryType: "non_inventory",
TotalAmount: 100000,
ExpenseCount: 2,
ItemCount: 2,
},
},
ChartOfAccountData: []entities.ExpenseAnalyticsChartOfAccountData{
{
ChartOfAccountID: coaID,
ChartOfAccountName: "Operational",
@ -183,7 +266,7 @@ func TestExpenseProcessorGetExpenseAnalyticsDefaultsGroupByAndMapsResponse(t *te
},
},
}
p := NewExpenseProcessorImpl(repo)
p := NewExpenseProcessorImpl(repo, newExpensePurchaseCategoryRepo(purchaseCategoryID, entities.PurchaseCategoryTypeNonInventory))
resp, err := p.GetExpenseAnalytics(context.Background(), &models.ExpenseAnalyticsRequest{
OrganizationID: uuid.New(),
@ -200,7 +283,9 @@ func TestExpenseProcessorGetExpenseAnalyticsDefaultsGroupByAndMapsResponse(t *te
require.Len(t, resp.Data, 1)
require.Equal(t, int64(2), resp.Data[0].ExpenseCount)
require.Len(t, resp.CategoryData, 1)
require.Equal(t, coaID, resp.CategoryData[0].ChartOfAccountID)
require.Equal(t, purchaseCategoryID, resp.CategoryData[0].PurchaseCategoryID)
require.Len(t, resp.ChartOfAccountData, 1)
require.Equal(t, coaID, resp.ChartOfAccountData[0].ChartOfAccountID)
require.Len(t, resp.ItemData, 1)
require.Equal(t, "Cleaning supplies", resp.ItemData[0].Item)
}

View File

@ -30,6 +30,7 @@ func (r *ExpenseRepositoryImpl) GetByID(ctx context.Context, id uuid.UUID) (*ent
var expense entities.Expense
err := r.db.WithContext(ctx).
Preload("Items.ChartOfAccount").
Preload("Items.PurchaseCategory").
First(&expense, "id = ?", id).Error
if err != nil {
return nil, err
@ -41,6 +42,7 @@ func (r *ExpenseRepositoryImpl) GetByIDAndOrganizationID(ctx context.Context, id
var expense entities.Expense
err := r.db.WithContext(ctx).
Preload("Items.ChartOfAccount").
Preload("Items.PurchaseCategory").
Where("id = ? AND organization_id = ?", id, organizationID).
First(&expense).Error
if err != nil {
@ -107,6 +109,7 @@ func (r *ExpenseRepositoryImpl) List(ctx context.Context, organizationID uuid.UU
err := query.
Preload("Items.ChartOfAccount").
Preload("Items.PurchaseCategory").
Order("created_at DESC").
Limit(limit).
Offset(offset).
@ -139,7 +142,7 @@ func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID
Table("expense_items ei").
Select(`
COUNT(ei.id) as total_items,
COUNT(DISTINCT ei.chart_of_account_id) as total_categories
COUNT(DISTINCT ei.purchase_category_id) as total_categories
`).
Joins("JOIN expenses e ON ei.expense_id = e.id").
Where("e.organization_id = ?", organizationID).
@ -174,7 +177,7 @@ func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID
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
SELECT expense_id, COUNT(id) as items, COUNT(DISTINCT purchase_category_id) as categories
FROM expense_items
GROUP BY expense_id
) item_counts ON item_counts.expense_id = e.id`).
@ -192,6 +195,32 @@ func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID
var categoryData []entities.ExpenseAnalyticsCategoryData
categoryQuery := r.db.WithContext(ctx).
Table("expense_items ei").
Select(`
pc.id as purchase_category_id,
pc.name as purchase_category_name,
pc.type as purchase_category_type,
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 purchase_categories pc ON ei.purchase_category_id = pc.id").
Where("e.organization_id = ?", organizationID).
Where("pc.type = ?", entities.PurchaseCategoryTypeNonInventory).
Where("e.status = ?", "approved").
Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo).
Group("pc.id, pc.name, pc.type").
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 chartOfAccountData []entities.ExpenseAnalyticsChartOfAccountData
chartOfAccountQuery := r.db.WithContext(ctx).
Table("expense_items ei").
Select(`
COALESCE(parent_coa.id, coa.id) as chart_of_account_id,
@ -209,9 +238,9 @@ func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID
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)
chartOfAccountQuery = chartOfAccountQuery.Where("e.outlet_id = ?", *outletID)
}
if err := categoryQuery.Scan(&categoryData).Error; err != nil {
if err := chartOfAccountQuery.Scan(&chartOfAccountData).Error; err != nil {
return nil, err
}
@ -239,10 +268,11 @@ func (r *ExpenseRepositoryImpl) GetAnalytics(ctx context.Context, organizationID
}
return &entities.ExpenseAnalytics{
Summary: summary,
Data: data,
CategoryData: categoryData,
ItemData: itemData,
Summary: summary,
Data: data,
CategoryData: categoryData,
ChartOfAccountData: chartOfAccountData,
ItemData: itemData,
}, nil
}

View File

@ -27,10 +27,11 @@ func CreateExpenseRequestToModel(req *contract.CreateExpenseRequest) *models.Cre
func CreateExpenseItemRequestToModel(req *contract.CreateExpenseItemRequest) models.CreateExpenseItemRequest {
return models.CreateExpenseItemRequest{
ChartOfAccountID: req.ChartOfAccountID,
Item: req.Item,
Description: req.Description,
Amount: req.Amount,
ChartOfAccountID: req.ChartOfAccountID,
PurchaseCategoryID: req.PurchaseCategoryID,
Item: req.Item,
Description: req.Description,
Amount: req.Amount,
}
}
@ -60,10 +61,11 @@ func UpdateExpenseRequestToModel(req *contract.UpdateExpenseRequest) *models.Upd
func UpdateExpenseItemRequestToModel(req *contract.UpdateExpenseItemRequest) models.UpdateExpenseItemRequest {
return models.UpdateExpenseItemRequest{
ChartOfAccountID: req.ChartOfAccountID,
Item: req.Item,
Description: req.Description,
Amount: req.Amount,
ChartOfAccountID: req.ChartOfAccountID,
PurchaseCategoryID: req.PurchaseCategoryID,
Item: req.Item,
Description: req.Description,
Amount: req.Amount,
}
}
@ -109,15 +111,19 @@ func ExpenseModelResponseToResponse(expense *models.ExpenseResponse) *contract.E
func ExpenseItemModelResponseToResponse(item *models.ExpenseItemResponse) contract.ExpenseItemResponse {
return contract.ExpenseItemResponse{
ID: item.ID,
ExpenseID: item.ExpenseID,
ChartOfAccountID: item.ChartOfAccountID,
ChartOfAccountName: item.ChartOfAccountName,
Item: item.Item,
Description: item.Description,
Amount: item.Amount,
CreatedAt: item.CreatedAt,
UpdatedAt: item.UpdatedAt,
ID: item.ID,
ExpenseID: item.ExpenseID,
ChartOfAccountID: item.ChartOfAccountID,
ChartOfAccountName: item.ChartOfAccountName,
PurchaseCategoryID: item.PurchaseCategoryID,
PurchaseCategoryName: item.PurchaseCategoryName,
PurchaseCategoryType: item.PurchaseCategoryType,
PurchaseCategory: PurchaseCategoryModelResponseToResponse(item.PurchaseCategory),
Item: item.Item,
Description: item.Description,
Amount: item.Amount,
CreatedAt: item.CreatedAt,
UpdatedAt: item.UpdatedAt,
}
}
@ -176,6 +182,18 @@ func ExpenseAnalyticsModelToContract(resp *models.ExpenseAnalyticsResponse) *con
categoryData := make([]contract.ExpenseAnalyticsCategoryData, len(resp.CategoryData))
for i, item := range resp.CategoryData {
categoryData[i] = contract.ExpenseAnalyticsCategoryData{
PurchaseCategoryID: item.PurchaseCategoryID,
PurchaseCategoryName: item.PurchaseCategoryName,
PurchaseCategoryType: item.PurchaseCategoryType,
TotalAmount: item.TotalAmount,
ExpenseCount: item.ExpenseCount,
ItemCount: item.ItemCount,
}
}
chartOfAccountData := make([]contract.ExpenseAnalyticsChartOfAccountData, len(resp.ChartOfAccountData))
for i, item := range resp.ChartOfAccountData {
chartOfAccountData[i] = contract.ExpenseAnalyticsChartOfAccountData{
ChartOfAccountID: item.ChartOfAccountID,
ChartOfAccountName: item.ChartOfAccountName,
TotalAmount: item.TotalAmount,
@ -208,8 +226,9 @@ func ExpenseAnalyticsModelToContract(resp *models.ExpenseAnalyticsResponse) *con
TotalCategories: resp.Summary.TotalCategories,
TotalItems: resp.Summary.TotalItems,
},
Data: data,
CategoryData: categoryData,
ItemData: itemData,
Data: data,
CategoryData: categoryData,
ChartOfAccountData: chartOfAccountData,
ItemData: itemData,
}
}

View File

@ -68,12 +68,18 @@ func (v *ExpenseValidatorImpl) ValidateCreateExpenseRequest(req *contract.Create
if strings.TrimSpace(item.ChartOfAccountID) == "" {
return fmt.Errorf("item %d: chart_of_account_id is required", i), constants.MissingFieldErrorCode
}
if strings.TrimSpace(item.PurchaseCategoryID) == "" {
return fmt.Errorf("item %d: purchase_category_id is required", i), constants.MissingFieldErrorCode
}
if strings.TrimSpace(item.Item) == "" {
return fmt.Errorf("item %d: item is required", i), constants.MissingFieldErrorCode
}
if _, err := uuid.Parse(item.ChartOfAccountID); err != nil {
return fmt.Errorf("item %d: chart_of_account_id must be a valid UUID", i), constants.MalformedFieldErrorCode
}
if _, err := uuid.Parse(item.PurchaseCategoryID); err != nil {
return fmt.Errorf("item %d: purchase_category_id must be a valid UUID", i), constants.MalformedFieldErrorCode
}
if item.Amount <= 0 {
return fmt.Errorf("item %d: amount must be greater than 0", i), constants.MalformedFieldErrorCode
}
@ -126,6 +132,15 @@ func (v *ExpenseValidatorImpl) ValidateUpdateExpenseRequest(req *contract.Update
return fmt.Errorf("item %d: chart_of_account_id must be a valid UUID", i), constants.MalformedFieldErrorCode
}
}
if item.PurchaseCategoryID == nil {
return fmt.Errorf("item %d: purchase_category_id is required", i), constants.MissingFieldErrorCode
}
if strings.TrimSpace(*item.PurchaseCategoryID) == "" {
return fmt.Errorf("item %d: purchase_category_id cannot be empty", i), constants.MalformedFieldErrorCode
}
if _, err := uuid.Parse(*item.PurchaseCategoryID); err != nil {
return fmt.Errorf("item %d: purchase_category_id must be a valid UUID", i), constants.MalformedFieldErrorCode
}
if item.Item != nil && strings.TrimSpace(*item.Item) == "" {
return fmt.Errorf("item %d: item cannot be empty", i), constants.MalformedFieldErrorCode
}

View File

@ -21,8 +21,9 @@ func TestExpenseValidatorCreateRequiresItemName(t *testing.T) {
Total: 10000,
Items: []contract.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: uuid.NewString(),
Amount: 10000,
},
},
}
@ -45,9 +46,10 @@ func TestExpenseValidatorCreateDoesNotRequireHeaderExpenseName(t *testing.T) {
Total: 10000,
Items: []contract.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
}
@ -71,9 +73,10 @@ func TestExpenseValidatorCreateAllowsValidOptionalStatus(t *testing.T) {
Total: 10000,
Items: []contract.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
}
@ -97,9 +100,10 @@ func TestExpenseValidatorCreateRejectsInvalidStatus(t *testing.T) {
Total: 10000,
Items: []contract.CreateExpenseItemRequest{
{
ChartOfAccountID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
ChartOfAccountID: uuid.NewString(),
PurchaseCategoryID: uuid.NewString(),
Item: "Cleaning supplies",
Amount: 10000,
},
},
}
@ -114,10 +118,11 @@ func TestExpenseValidatorCreateRejectsInvalidStatus(t *testing.T) {
func TestExpenseValidatorUpdateRejectsEmptyItemNameWhenProvided(t *testing.T) {
v := NewExpenseValidator()
empty := " "
purchaseCategoryID := uuid.NewString()
req := &contract.UpdateExpenseRequest{
Items: []contract.UpdateExpenseItemRequest{
{Item: &empty},
{PurchaseCategoryID: &purchaseCategoryID, Item: &empty},
},
}

View File

@ -0,0 +1,2 @@
DROP INDEX IF EXISTS idx_expense_items_purchase_category_id;
ALTER TABLE expense_items DROP COLUMN IF EXISTS purchase_category_id;

View File

@ -0,0 +1,5 @@
ALTER TABLE expense_items
ADD COLUMN IF NOT EXISTS purchase_category_id UUID REFERENCES purchase_categories(id) ON DELETE RESTRICT;
CREATE INDEX IF NOT EXISTS idx_expense_items_purchase_category_id
ON expense_items(purchase_category_id);