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Author SHA1 Message Date
ryan f4172fcea7 Fix purchase analytic by outlet 2026-06-11 16:27:50 +07:00
ryan d5216e7994 Fix purchase analytic zero for group by today 2026-06-11 15:57:19 +07:00
ryan b90a3cde4a Fix coa summary zero 2026-06-03 13:00:50 +07:00
ryan 7c8c7fb7db update expense coa 2026-06-02 16:32:20 +07:00
6 changed files with 239 additions and 99 deletions
+88 -31
View File
@@ -6,7 +6,6 @@ import (
"strings"
"time"
"apskel-pos-be/internal/entities"
"apskel-pos-be/internal/models"
"apskel-pos-be/internal/repository"
)
@@ -453,15 +452,46 @@ func (p *AnalyticsProcessorImpl) GetProfitLossAnalytics(ctx context.Context, req
}
}
todayPromosi := getExpenseAmountByCategory(result.TodayExpenseByCategory, "promosi")
todayLainLain := getExpenseAmountByCategory(result.TodayExpenseByCategory, "lain")
todayTotalOps := todayPromosi + todayLainLain
todayGaji := getExpenseAmountByCategory(result.TodayExpenseByCategory, "gaji")
type categoryAmount struct {
Name string
TodayAmt float64
MtdAmt float64
}
mtdPromosi := getExpenseAmountByCategory(result.MtdExpenseByCategory, "promosi")
mtdLainLain := getExpenseAmountByCategory(result.MtdExpenseByCategory, "lain")
mtdTotalOps := mtdPromosi + mtdLainLain
mtdGaji := getExpenseAmountByCategory(result.MtdExpenseByCategory, "gaji")
categoryMap := make(map[string]*categoryAmount)
var categoryOrder []string
for _, cat := range result.TodayExpenseByCategory {
name := cat.CategoryName
if _, exists := categoryMap[name]; !exists {
categoryMap[name] = &categoryAmount{Name: name}
categoryOrder = append(categoryOrder, name)
}
categoryMap[name].TodayAmt = cat.Amount
}
for _, cat := range result.MtdExpenseByCategory {
name := cat.CategoryName
if _, exists := categoryMap[name]; !exists {
categoryMap[name] = &categoryAmount{Name: name}
categoryOrder = append(categoryOrder, name)
}
categoryMap[name].MtdAmt = cat.Amount
}
var todayTotalOps float64
var mtdTotalOps float64
var todayGaji float64
var mtdGaji float64
for _, cat := range categoryMap {
if isSalaryExpenseCategory(cat.Name) {
todayGaji += cat.TodayAmt
mtdGaji += cat.MtdAmt
continue
}
todayTotalOps += cat.TodayAmt
mtdTotalOps += cat.MtdAmt
}
todayGrossProfit := result.TodayRevenue - result.TodayCost
mtdGrossProfit := result.MtdRevenue - result.MtdCost
@@ -485,6 +515,33 @@ func (p *AnalyticsProcessorImpl) GetProfitLossAnalytics(ctx context.Context, req
return (nominal / result.MtdRevenue) * 100
}
opsSubItems := make([]models.ProfitLossSummaryRow, 0, len(categoryOrder)+1)
opsCategoryCount := 0
for _, name := range categoryOrder {
cat := categoryMap[name]
if isSalaryExpenseCategory(cat.Name) {
continue
}
opsCategoryCount++
opsSubItems = append(opsSubItems, models.ProfitLossSummaryRow{
ID: fmt.Sprintf("by_%s", slugify(name)),
Label: fmt.Sprintf("%d. %s", opsCategoryCount, cat.Name),
TodayNominal: cat.TodayAmt,
TodayPct: todayPct(cat.TodayAmt),
MtdNominal: cat.MtdAmt,
MtdPct: mtdPct(cat.MtdAmt),
})
}
opsSubItems = append(opsSubItems, models.ProfitLossSummaryRow{
ID: "total_biaya_ops",
Label: fmt.Sprintf("Total Biaya OPS (%d kategori)", opsCategoryCount),
IsBold: true,
TodayNominal: todayTotalOps,
TodayPct: todayPct(todayTotalOps),
MtdNominal: mtdTotalOps,
MtdPct: mtdPct(mtdTotalOps),
})
mainSummary := []models.ProfitLossSummaryRow{
{
ID: "total_omset", Label: "TOTAL OMSET",
@@ -505,23 +562,7 @@ func (p *AnalyticsProcessorImpl) GetProfitLossAnalytics(ctx context.Context, req
ID: "biaya_ops", Label: "BIAYA OPS",
TodayNominal: todayTotalOps, TodayPct: todayPct(todayTotalOps),
MtdNominal: mtdTotalOps, MtdPct: mtdPct(mtdTotalOps),
SubItems: []models.ProfitLossSummaryRow{
{
ID: "by_promosi", Label: "1. By Promosi",
TodayNominal: todayPromosi, TodayPct: todayPct(todayPromosi),
MtdNominal: mtdPromosi, MtdPct: mtdPct(mtdPromosi),
},
{
ID: "by_lain_lain", Label: "2. By Lain lain",
TodayNominal: todayLainLain, TodayPct: todayPct(todayLainLain),
MtdNominal: mtdLainLain, MtdPct: mtdPct(mtdLainLain),
},
{
ID: "total_biaya_ops", Label: "Total Biaya OPS (4.1+4.2)", IsBold: true,
TodayNominal: todayTotalOps, TodayPct: todayPct(todayTotalOps),
MtdNominal: mtdTotalOps, MtdPct: mtdPct(mtdTotalOps),
},
},
SubItems: opsSubItems,
},
{
ID: "laba_rugi_sblm_gaji", Label: "Laba/Rugi sblm Gaji (3-4)",
@@ -577,11 +618,27 @@ func (p *AnalyticsProcessorImpl) GetProfitLossAnalytics(ctx context.Context, req
}, nil
}
func getExpenseAmountByCategory(categories []entities.ExpenseCategoryTotal, keyword string) float64 {
for _, cat := range categories {
if strings.Contains(strings.ToLower(cat.CategoryName), keyword) {
return cat.Amount
func isSalaryExpenseCategory(name string) bool {
name = strings.ToLower(name)
return strings.Contains(name, "gaji") || strings.Contains(name, "salary")
}
func slugify(s string) string {
result := make([]byte, 0, len(s))
for i := 0; i < len(s); i++ {
c := s[i]
switch {
case c >= 'a' && c <= 'z':
result = append(result, c)
case c >= 'A' && c <= 'Z':
result = append(result, c+32)
case c >= '0' && c <= '9':
result = append(result, c)
default:
if len(result) == 0 || result[len(result)-1] != '_' {
result = append(result, '_')
}
}
}
return 0
return string(result)
}
@@ -165,3 +165,83 @@ func TestAnalyticsProcessorGetProfitLossAnalyticsMapsOverviewAndReportFields(t *
require.NotEmpty(t, result.MainSummary)
require.Equal(t, "total_omset", result.MainSummary[0].ID)
}
func TestAnalyticsProcessorGetProfitLossAnalyticsDynamicExpenseCategories(t *testing.T) {
now := time.Date(2026, 5, 1, 0, 0, 0, 0, time.UTC)
processor := NewAnalyticsProcessorImpl(analyticsRepositoryStub{
profitLossResult: &entities.ProfitLossAnalytics{
Summary: entities.ProfitLossSummary{
TotalRevenue: 10000,
TotalCost: 4000,
},
TodayRevenue: 10000,
TodayCost: 4000,
MtdRevenue: 20000,
MtdCost: 8000,
TodayExpenseByCategory: []entities.ExpenseCategoryTotal{
{CategoryName: "Gaji", Amount: 1500},
{CategoryName: "Promosi", Amount: 300},
{CategoryName: "Sewa", Amount: 500},
},
MtdExpenseByCategory: []entities.ExpenseCategoryTotal{
{CategoryName: "Gaji", Amount: 3000},
{CategoryName: "Promosi", Amount: 600},
{CategoryName: "Sewa", Amount: 1000},
},
},
}, expenseRepositoryStub{})
result, err := processor.GetProfitLossAnalytics(context.Background(), &models.ProfitLossAnalyticsRequest{
OrganizationID: uuid.New(),
DateFrom: now,
DateTo: now,
})
require.NoError(t, err)
require.NotNil(t, result)
require.Len(t, result.MainSummary, 7)
require.Equal(t, "total_omset", result.MainSummary[0].ID)
require.Equal(t, float64(10000), result.MainSummary[0].TodayNominal)
require.Equal(t, float64(20000), result.MainSummary[0].MtdNominal)
require.Equal(t, "hpp", result.MainSummary[1].ID)
require.Equal(t, float64(4000), result.MainSummary[1].TodayNominal)
require.Equal(t, float64(8000), result.MainSummary[1].MtdNominal)
require.Equal(t, "laba_kotor", result.MainSummary[2].ID)
require.Equal(t, float64(6000), result.MainSummary[2].TodayNominal)
require.Equal(t, float64(12000), result.MainSummary[2].MtdNominal)
require.Equal(t, "biaya_ops", result.MainSummary[3].ID)
require.Equal(t, float64(800), result.MainSummary[3].TodayNominal)
require.Equal(t, float64(1600), result.MainSummary[3].MtdNominal)
require.Len(t, result.MainSummary[3].SubItems, 3) // 2 operational categories + 1 total
require.Equal(t, "by_promosi", result.MainSummary[3].SubItems[0].ID)
require.Equal(t, float64(300), result.MainSummary[3].SubItems[0].TodayNominal)
require.Equal(t, float64(600), result.MainSummary[3].SubItems[0].MtdNominal)
require.Equal(t, "by_sewa", result.MainSummary[3].SubItems[1].ID)
require.Equal(t, float64(500), result.MainSummary[3].SubItems[1].TodayNominal)
require.Equal(t, float64(1000), result.MainSummary[3].SubItems[1].MtdNominal)
require.Equal(t, "total_biaya_ops", result.MainSummary[3].SubItems[2].ID)
require.True(t, result.MainSummary[3].SubItems[2].IsBold)
require.Equal(t, float64(800), result.MainSummary[3].SubItems[2].TodayNominal)
require.Equal(t, float64(1600), result.MainSummary[3].SubItems[2].MtdNominal)
require.Equal(t, "laba_rugi_sblm_gaji", result.MainSummary[4].ID)
require.Equal(t, float64(5200), result.MainSummary[4].TodayNominal)
require.Equal(t, float64(10400), result.MainSummary[4].MtdNominal)
require.Equal(t, "biaya_gaji", result.MainSummary[5].ID)
require.Equal(t, float64(1500), result.MainSummary[5].TodayNominal)
require.Equal(t, float64(3000), result.MainSummary[5].MtdNominal)
require.Equal(t, "laba_rugi", result.MainSummary[6].ID)
require.Equal(t, float64(3700), result.MainSummary[6].TodayNominal)
require.Equal(t, float64(7400), result.MainSummary[6].MtdNominal)
require.True(t, result.MainSummary[6].IsBold)
}
@@ -235,7 +235,7 @@ func (p *ProductRecipeProcessorImpl) entityToResponse(entity *entities.ProductRe
CreatedAt: entity.Ingredient.CreatedAt,
UpdatedAt: entity.Ingredient.UpdatedAt,
}
// Add unit if available
if entity.Ingredient.Unit != nil {
symbol := ""
@@ -253,4 +253,4 @@ func (p *ProductRecipeProcessorImpl) entityToResponse(entity *entities.ProductRe
}
return response
}
}
@@ -22,8 +22,6 @@ const (
MetadataKeyLastSplitQuantities = "last_split_quantities"
)
type SplitBillValidation struct {
OrderItems map[uuid.UUID]*entities.OrderItem
PaidQuantities map[uuid.UUID]int
+69 -63
View File
@@ -124,7 +124,6 @@ func (r *AnalyticsRepositoryImpl) GetSalesAnalytics(ctx context.Context, organiz
}
func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.PurchasingAnalytics, error) {
var summary entities.PurchasingSummary
var outletName *string
if outletID != nil {
@@ -144,29 +143,32 @@ func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, or
outletName = &outlet.Name
}
}
return r.getPurchaseOrderPurchasingAnalytics(ctx, organizationID, outletID, outletName, dateFrom, dateTo, groupBy)
}
func (r *AnalyticsRepositoryImpl) getPurchaseOrderPurchasingAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, outletName *string, dateFrom, dateTo time.Time, groupBy string) (*entities.PurchasingAnalytics, error) {
var summary entities.PurchasingSummary
summaryQuery := r.db.WithContext(ctx).
Table("inventory_movements im").
Table("purchase_orders po").
Select(`
COALESCE(SUM(im.total_cost), 0) as total_purchases,
COUNT(DISTINCT im.reference_id) as total_purchase_orders,
COALESCE(SUM(im.quantity), 0) as total_quantity,
COALESCE(SUM(poi.amount), 0) as total_purchases,
COUNT(DISTINCT po.id) as total_purchase_orders,
COALESCE(SUM(poi.quantity), 0) as total_quantity,
CASE
WHEN COUNT(DISTINCT im.reference_id) > 0
THEN COALESCE(SUM(im.total_cost), 0) / COUNT(DISTINCT im.reference_id)
WHEN COUNT(DISTINCT po.id) > 0
THEN COALESCE(SUM(poi.amount), 0) / COUNT(DISTINCT po.id)
ELSE 0
END as average_purchase_order_value,
COUNT(DISTINCT im.item_id) as total_ingredients,
COUNT(DISTINCT i.id) as total_ingredients,
COUNT(DISTINCT po.vendor_id) as total_vendors
`).
Joins("LEFT JOIN purchase_orders po ON im.reference_id = po.id").
Where("im.organization_id = ?", organizationID).
Where("im.movement_type = ?", entities.InventoryMovementTypePurchase).
Where("im.item_type = ?", "INGREDIENT").
Where("im.reference_type = ?", entities.InventoryMovementReferenceTypePurchaseOrder).
Where("im.created_at >= ? AND im.created_at <= ?", dateFrom, dateTo)
summaryQuery = r.resolveOutletID(summaryQuery, outletID, "im.outlet_id")
Joins("LEFT JOIN purchase_order_items poi ON poi.purchase_order_id = po.id").
Joins("LEFT JOIN ingredients i ON poi.ingredient_id = i.id").
Joins("LEFT JOIN units u ON poi.unit_id = u.id").
Where("po.organization_id = ?", organizationID).
Where("po.status != ?", "cancelled").
Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo)
summaryQuery = r.applyPurchaseOrderItemOutletFilter(summaryQuery, outletID)
if err := summaryQuery.Scan(&summary).Error; err != nil {
return nil, err
@@ -175,36 +177,35 @@ func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, or
var dateFormat string
switch groupBy {
case "hour":
dateFormat = "DATE_TRUNC('hour', im.created_at)"
dateFormat = "DATE_TRUNC('hour', po.created_at)"
case "week":
dateFormat = "DATE_TRUNC('week', im.created_at)"
dateFormat = "DATE_TRUNC('week', po.transaction_date::timestamp)"
case "month":
dateFormat = "DATE_TRUNC('month', im.created_at)"
dateFormat = "DATE_TRUNC('month', po.transaction_date::timestamp)"
default:
dateFormat = "DATE_TRUNC('day', im.created_at)"
dateFormat = "DATE_TRUNC('day', po.transaction_date::timestamp)"
}
var data []entities.PurchasingAnalyticsData
dataQuery := r.db.WithContext(ctx).
Table("inventory_movements im").
Table("purchase_orders po").
Select(`
`+dateFormat+` as date,
COALESCE(SUM(im.total_cost), 0) as purchases,
COUNT(DISTINCT im.reference_id) as purchase_orders,
COALESCE(SUM(im.quantity), 0) as quantity,
COUNT(DISTINCT im.item_id) as ingredients,
COALESCE(SUM(poi.amount), 0) as purchases,
COUNT(DISTINCT po.id) as purchase_orders,
COALESCE(SUM(poi.quantity), 0) as quantity,
COUNT(DISTINCT i.id) as ingredients,
COUNT(DISTINCT po.vendor_id) as vendors
`).
Joins("LEFT JOIN purchase_orders po ON im.reference_id = po.id").
Where("im.organization_id = ?", organizationID).
Where("im.movement_type = ?", entities.InventoryMovementTypePurchase).
Where("im.item_type = ?", "INGREDIENT").
Where("im.reference_type = ?", entities.InventoryMovementReferenceTypePurchaseOrder).
Where("im.created_at >= ? AND im.created_at <= ?", dateFrom, dateTo).
Joins("LEFT JOIN purchase_order_items poi ON poi.purchase_order_id = po.id").
Joins("LEFT JOIN ingredients i ON poi.ingredient_id = i.id").
Joins("LEFT JOIN units u ON poi.unit_id = u.id").
Where("po.organization_id = ?", organizationID).
Where("po.status != ?", "cancelled").
Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo).
Group(dateFormat).
Order(dateFormat)
dataQuery = r.resolveOutletID(dataQuery, outletID, "im.outlet_id")
dataQuery = r.applyPurchaseOrderItemOutletFilter(dataQuery, outletID)
if err := dataQuery.Scan(&data).Error; err != nil {
return nil, err
@@ -212,29 +213,28 @@ func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, or
var ingredientData []entities.PurchasingIngredientData
ingredientQuery := r.db.WithContext(ctx).
Table("inventory_movements im").
Table("purchase_order_items poi").
Select(`
i.id as ingredient_id,
i.name as ingredient_name,
COALESCE(SUM(im.quantity), 0) as quantity,
COALESCE(SUM(im.total_cost), 0) as total_cost,
COALESCE(SUM(poi.quantity), 0) as quantity,
COALESCE(SUM(poi.amount), 0) as total_cost,
CASE
WHEN SUM(im.quantity) > 0
THEN COALESCE(SUM(im.total_cost), 0) / SUM(im.quantity)
WHEN SUM(poi.quantity) > 0
THEN COALESCE(SUM(poi.amount), 0) / SUM(poi.quantity)
ELSE 0
END as average_unit_cost,
COUNT(DISTINCT im.reference_id) as purchase_order_count
COUNT(DISTINCT po.id) as purchase_order_count
`).
Joins("JOIN ingredients i ON im.item_id = i.id").
Where("im.organization_id = ?", organizationID).
Where("im.movement_type = ?", entities.InventoryMovementTypePurchase).
Where("im.item_type = ?", "INGREDIENT").
Where("im.reference_type = ?", entities.InventoryMovementReferenceTypePurchaseOrder).
Where("im.created_at >= ? AND im.created_at <= ?", dateFrom, dateTo).
Joins("JOIN purchase_orders po ON poi.purchase_order_id = po.id").
Joins("JOIN ingredients i ON poi.ingredient_id = i.id").
Joins("LEFT JOIN units u ON poi.unit_id = u.id").
Where("po.organization_id = ?", organizationID).
Where("po.status != ?", "cancelled").
Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo).
Group("i.id, i.name").
Order("total_cost DESC")
ingredientQuery = r.resolveOutletID(ingredientQuery, outletID, "im.outlet_id")
ingredientQuery = r.applyPurchaseOrderItemOutletFilter(ingredientQuery, outletID)
if err := ingredientQuery.Scan(&ingredientData).Error; err != nil {
return nil, err
@@ -242,26 +242,25 @@ func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, or
var vendorData []entities.PurchasingVendorData
vendorQuery := r.db.WithContext(ctx).
Table("inventory_movements im").
Table("purchase_orders po").
Select(`
v.id as vendor_id,
v.name as vendor_name,
COALESCE(SUM(im.total_cost), 0) as total_cost,
COUNT(DISTINCT im.reference_id) as purchase_order_count,
COUNT(DISTINCT im.item_id) as ingredient_count,
COALESCE(SUM(im.quantity), 0) as quantity
COALESCE(SUM(poi.amount), 0) as total_cost,
COUNT(DISTINCT po.id) as purchase_order_count,
COUNT(DISTINCT i.id) as ingredient_count,
COALESCE(SUM(poi.quantity), 0) as quantity
`).
Joins("JOIN purchase_orders po ON im.reference_id = po.id").
Joins("JOIN vendors v ON po.vendor_id = v.id").
Where("im.organization_id = ?", organizationID).
Where("im.movement_type = ?", entities.InventoryMovementTypePurchase).
Where("im.item_type = ?", "INGREDIENT").
Where("im.reference_type = ?", entities.InventoryMovementReferenceTypePurchaseOrder).
Where("im.created_at >= ? AND im.created_at <= ?", dateFrom, dateTo).
Joins("LEFT JOIN purchase_order_items poi ON poi.purchase_order_id = po.id").
Joins("LEFT JOIN ingredients i ON poi.ingredient_id = i.id").
Joins("LEFT JOIN units u ON poi.unit_id = u.id").
Where("po.organization_id = ?", organizationID).
Where("po.status != ?", "cancelled").
Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo).
Group("v.id, v.name").
Order("total_cost DESC")
vendorQuery = r.resolveOutletID(vendorQuery, outletID, "im.outlet_id")
vendorQuery = r.applyPurchaseOrderItemOutletFilter(vendorQuery, outletID)
if err := vendorQuery.Scan(&vendorData).Error; err != nil {
return nil, err
@@ -276,6 +275,13 @@ func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, or
}, nil
}
func (r *AnalyticsRepositoryImpl) applyPurchaseOrderItemOutletFilter(query *gorm.DB, outletID *uuid.UUID) *gorm.DB {
if outletID == nil {
return query
}
return query.Where("(i.outlet_id = ? OR u.outlet_id = ?)", *outletID, *outletID)
}
func (r *AnalyticsRepositoryImpl) GetProductAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, limit int) ([]*entities.ProductAnalytics, error) {
var results []*entities.ProductAnalytics
@@ -637,7 +643,7 @@ func (r *AnalyticsRepositoryImpl) getExpenseByCategory(ctx context.Context, orga
query := r.db.WithContext(ctx).
Table("expense_items ei").
Select(`COALESCE(parent_coa.name, 'Lain-lain') as category_name, COALESCE(SUM(ei.amount), 0) as amount`).
Select(`COALESCE(parent_coa.name, coa.name, 'Lain-lain') 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("LEFT JOIN chart_of_accounts parent_coa ON coa.parent_id = parent_coa.id").
@@ -650,8 +656,8 @@ func (r *AnalyticsRepositoryImpl) getExpenseByCategory(ctx context.Context, orga
}
err := query.
Group("parent_coa.name").
Order("parent_coa.name").
Group("COALESCE(parent_coa.name, coa.name, 'Lain-lain')").
Order("COALESCE(parent_coa.name, coa.name, 'Lain-lain')").
Scan(&results).Error
return results, err
@@ -173,4 +173,3 @@ func (r *IngredientUnitConverterRepositoryImpl) ConvertQuantity(ctx context.Cont
// If no converter found, return error
return 0, fmt.Errorf("no conversion found between units %s and %s for ingredient %s", fromUnitID, toUnitID, ingredientID)
}