package repository import ( "context" "time" "apskel-pos-be/internal/entities" "github.com/google/uuid" "gorm.io/gorm" ) type AnalyticsRepository interface { GetPaymentMethodAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.PaymentMethodAnalytics, error) GetSalesAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) ([]*entities.SalesAnalytics, error) 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) 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) } type AnalyticsRepositoryImpl struct { db *gorm.DB } func NewAnalyticsRepositoryImpl(db *gorm.DB) *AnalyticsRepositoryImpl { return &AnalyticsRepositoryImpl{ db: db, } } func (r *AnalyticsRepositoryImpl) resolveOutletID(query *gorm.DB, outletID *uuid.UUID, column string) *gorm.DB { if outletID != nil { return query.Where(column+" = ?", *outletID) } return query } func (r *AnalyticsRepositoryImpl) GetPaymentMethodAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.PaymentMethodAnalytics, error) { var results []*entities.PaymentMethodAnalytics query := r.db.WithContext(ctx). Table("payments p"). Select(` pm.id as payment_method_id, pm.name as payment_method_name, pm.type as payment_method_type, COALESCE(SUM(p.amount), 0) as total_amount, COUNT(DISTINCT p.order_id) as order_count, COUNT(p.id) as payment_count `). Joins("JOIN payment_methods pm ON p.payment_method_id = pm.id"). Joins("JOIN orders o ON p.order_id = o.id"). Where("o.organization_id = ?", organizationID). Where("o.is_void = ?", false). Where("o.is_refund = ?", false). Where("p.status = ?", entities.PaymentTransactionStatusCompleted). Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo) query = r.resolveOutletID(query, outletID, "o.outlet_id") err := query. Group("pm.id, pm.name, pm.type"). Order("total_amount DESC"). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) GetSalesAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) ([]*entities.SalesAnalytics, error) { var results []*entities.SalesAnalytics var dateFormat string switch groupBy { case "hour": dateFormat = "DATE_TRUNC('hour', o.created_at)" case "week": dateFormat = "DATE_TRUNC('week', o.created_at)" case "month": dateFormat = "DATE_TRUNC('month', o.created_at)" default: dateFormat = "DATE(o.created_at)" } outletFilter := "" args := []interface{}{organizationID, false, false, string(entities.PaymentStatusCompleted), dateFrom, dateTo} if outletID != nil { outletFilter = "AND o.outlet_id = ?" args = append(args, *outletID) } rawQuery := ` SELECT ` + dateFormat + ` as date, COALESCE(SUM(o.total_amount), 0) as sales, COUNT(o.id) as orders, COALESCE(SUM(oi_agg.total_items), 0) as items, COALESCE(SUM(o.tax_amount), 0) as tax, COALESCE(SUM(o.discount_amount), 0) as discount, COALESCE(SUM(o.total_amount - o.tax_amount - o.discount_amount), 0) as net_sales FROM orders o LEFT JOIN ( SELECT oi.order_id, SUM(oi.quantity - COALESCE(oi.refund_quantity, 0)) as total_items FROM order_items oi WHERE oi.status != 'cancelled' AND oi.is_fully_refunded = false GROUP BY oi.order_id ) oi_agg ON oi_agg.order_id = o.id WHERE o.organization_id = ? AND o.is_void = ? AND o.is_refund = ? AND o.payment_status = ? AND o.created_at >= ? AND o.created_at <= ? ` + outletFilter + ` GROUP BY date ORDER BY date ASC ` err := r.db.WithContext(ctx).Raw(rawQuery, args...).Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) GetPurchasingAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time, groupBy string) (*entities.PurchasingAnalytics, error) { var outletName *string if outletID != nil { var outlet struct { Name string } result := r.db.WithContext(ctx). Table("outlets"). Select("name"). Where("id = ? AND organization_id = ?", *outletID, organizationID). Limit(1). Scan(&outlet) if result.Error != nil { return nil, result.Error } if result.RowsAffected > 0 { 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("purchase_orders po"). Select(` COALESCE(SUM(poi.amount), 0) as total_purchases, COALESCE(SUM(poi.amount), 0) as raw_material_purchases, 0 as expense_purchases, COUNT(DISTINCT po.id) as total_purchase_orders, COUNT(DISTINCT po.id) as raw_material_purchase_orders, 0 as expense_count, COALESCE(SUM(poi.quantity), 0) as total_quantity, CASE 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 i.id) as total_ingredients, COUNT(DISTINCT po.vendor_id) as total_vendors `). Joins("JOIN purchase_order_items poi ON poi.purchase_order_id = po.id"). Joins("JOIN purchase_categories pc ON poi.purchase_category_id = pc.id"). Joins("JOIN ingredients i ON poi.ingredient_id = i.id"). Joins("JOIN units u ON poi.unit_id = u.id"). Where("po.organization_id = ?", organizationID). Where("pc.type = ?", entities.PurchaseCategoryTypeRawMaterial). 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 } var dateFormat string switch groupBy { case "hour": dateFormat = "DATE_TRUNC('hour', po.created_at)" case "week": dateFormat = "DATE_TRUNC('week', po.transaction_date::timestamp)" case "month": dateFormat = "DATE_TRUNC('month', po.transaction_date::timestamp)" default: dateFormat = "DATE_TRUNC('day', po.transaction_date::timestamp)" } var data []entities.PurchasingAnalyticsData dataQuery := r.db.WithContext(ctx). Table("purchase_orders po"). Select(` `+dateFormat+` as date, COALESCE(SUM(poi.amount), 0) as purchases, COALESCE(SUM(poi.amount), 0) as raw_material_purchases, 0 as expense_purchases, COUNT(DISTINCT po.id) as purchase_orders, COUNT(DISTINCT po.id) as raw_material_purchase_orders, 0 as expense_count, COALESCE(SUM(poi.quantity), 0) as quantity, COUNT(DISTINCT i.id) as ingredients, COUNT(DISTINCT po.vendor_id) as vendors `). Joins("JOIN purchase_order_items poi ON poi.purchase_order_id = po.id"). Joins("JOIN purchase_categories pc ON poi.purchase_category_id = pc.id"). Joins("JOIN ingredients i ON poi.ingredient_id = i.id"). Joins("JOIN units u ON poi.unit_id = u.id"). Where("po.organization_id = ?", organizationID). Where("pc.type = ?", entities.PurchaseCategoryTypeRawMaterial). Where("po.status != ?", "cancelled"). Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo). Group(dateFormat). Order(dateFormat) dataQuery = r.applyPurchaseOrderItemOutletFilter(dataQuery, outletID) if err := dataQuery.Scan(&data).Error; err != nil { return nil, err } var ingredientData []entities.PurchasingIngredientData ingredientQuery := r.db.WithContext(ctx). Table("purchase_order_items poi"). Select(` i.id as ingredient_id, i.name as ingredient_name, COALESCE(SUM(poi.quantity), 0) as quantity, COALESCE(SUM(poi.amount), 0) as total_cost, CASE WHEN SUM(poi.quantity) > 0 THEN COALESCE(SUM(poi.amount), 0) / SUM(poi.quantity) ELSE 0 END as average_unit_cost, COUNT(DISTINCT po.id) as purchase_order_count `). Joins("JOIN purchase_orders po ON poi.purchase_order_id = po.id"). Joins("JOIN purchase_categories pc ON poi.purchase_category_id = pc.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("pc.type = ?", entities.PurchaseCategoryTypeRawMaterial). 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.applyPurchaseOrderItemOutletFilter(ingredientQuery, outletID) if err := ingredientQuery.Scan(&ingredientData).Error; err != nil { return nil, err } var vendorData []entities.PurchasingVendorData vendorQuery := r.db.WithContext(ctx). Table("purchase_orders po"). Select(` v.id as vendor_id, v.name as vendor_name, 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 vendors v ON po.vendor_id = v.id"). Joins("JOIN purchase_order_items poi ON poi.purchase_order_id = po.id"). Joins("JOIN purchase_categories pc ON poi.purchase_category_id = pc.id"). Joins("JOIN ingredients i ON poi.ingredient_id = i.id"). Joins("JOIN units u ON poi.unit_id = u.id"). Where("po.organization_id = ?", organizationID). Where("pc.type = ?", entities.PurchaseCategoryTypeRawMaterial). 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.applyPurchaseOrderItemOutletFilter(vendorQuery, outletID) if err := vendorQuery.Scan(&vendorData).Error; err != nil { return nil, err } return &entities.PurchasingAnalytics{ OutletName: outletName, Summary: summary, Data: data, IngredientData: ingredientData, VendorData: vendorData, }, 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 query := 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, c.order as category_order, COALESCE(SUM(oi.quantity), 0) as quantity_sold, COALESCE(SUM(oi.total_price), 0) as revenue, CASE WHEN SUM(oi.quantity) > 0 THEN COALESCE(SUM(oi.total_price), 0) / SUM(oi.quantity) ELSE 0 END as average_price, COUNT(DISTINCT oi.order_id) as order_count, COALESCE(( SELECT SUM(pr.quantity * (1 + COALESCE(pr.waste_percentage, 0)/100.0) * i.cost) FROM product_recipes pr JOIN ingredients i ON pr.ingredient_id = i.id WHERE pr.product_id = p.id ), p.cost, 0) as standard_hpp_per_unit, COALESCE(( SELECT SUM(pr.quantity * (1 + COALESCE(pr.waste_percentage, 0)/100.0) * i.cost) FROM product_recipes pr JOIN ingredients i ON pr.ingredient_id = i.id WHERE pr.product_id = p.id ), p.cost, 0) * COALESCE(SUM(oi.quantity), 0) as standard_hpp_total, CASE WHEN SUM(oi.quantity) > 0 THEN COALESCE(SUM(oi.total_cost), 0) / SUM(oi.quantity) ELSE 0 END as fifo_hpp_per_unit, COALESCE(SUM(oi.total_cost), 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(oi.quantity), 0) as moving_average_hpp_total `). 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 (?) 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("p.id, p.name, p.cost, c.id, c.name, c.order, mahpp.hpp_per_unit"). Order("revenue DESC"). Limit(limit). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) GetProductAnalyticsPerCategory(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]*entities.ProductAnalyticsPerCategory, error) { var results []*entities.ProductAnalyticsPerCategory query := r.db.WithContext(ctx). Table("order_items oi"). 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 `). 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.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("c.id, c.name"). Order("c.name 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 query := r.db.WithContext(ctx). Table("orders o"). Select(` COALESCE(SUM(CASE WHEN o.is_void = false AND o.is_refund = false AND o.payment_status = 'completed' THEN o.total_amount ELSE 0 END), 0) as total_sales, COUNT(CASE WHEN o.is_void = false THEN o.id END) as total_orders, CASE WHEN COUNT(CASE WHEN o.is_void = false THEN o.id END) > 0 THEN COALESCE(SUM(CASE WHEN o.is_void = false THEN o.total_amount ELSE 0 END), 0) / COUNT(CASE WHEN o.is_void = false THEN o.id END) ELSE 0 END as average_order_value, COUNT(DISTINCT o.customer_id) as total_customers, COUNT(CASE WHEN o.is_void = true THEN o.id END) as voided_orders, COUNT(CASE WHEN o.is_refund = true THEN o.id END) as refunded_orders `). Where("o.organization_id = ?", organizationID). Where("o.created_at >= ? AND o.created_at <= ?", dateFrom, dateTo) query = r.resolveOutletID(query, outletID, "o.outlet_id") err := query.Scan(&result).Error if err != nil { return nil, err } return &result, nil } 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 } var todayRC revenueCostResult todayQuery := r.db.WithContext(ctx). Table("orders o"). Select(` COALESCE(SUM(o.total_amount), 0) as revenue, COALESCE(SUM(o.total_cost), 0) as cost `). 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 <= ?", todayStart, todayEnd) todayQuery = r.resolveOutletID(todayQuery, outletID, "o.outlet_id") if err := todayQuery.Scan(&todayRC).Error; err != nil { return nil, err } var mtdRC revenueCostResult mtdQuery := r.db.WithContext(ctx). Table("orders o"). Select(` COALESCE(SUM(o.total_amount), 0) as revenue, COALESCE(SUM(o.total_cost), 0) as cost `). 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 <= ?", mtdStart, todayEnd) mtdQuery = r.resolveOutletID(mtdQuery, outletID, "o.outlet_id") if err := mtdQuery.Scan(&mtdRC).Error; err != nil { return nil, err } todayExpenseByCategory, err := r.getExpenseByCategory(ctx, organizationID, outletID, todayStart, todayEnd) if err != nil { return nil, err } mtdExpenseByCategory, err := r.getExpenseByCategory(ctx, organizationID, outletID, mtdStart, todayEnd) if err != nil { return nil, err } opsItems, err := r.getOperationalExpenseItems(ctx, organizationID, outletID, mtdStart, todayEnd) if err != nil { return nil, err } return &entities.ProfitLossAnalytics{ Summary: summary, Data: data, ProductData: productData, TodayRevenue: todayRC.Revenue, TodayCost: todayRC.Cost, MtdRevenue: mtdRC.Revenue, MtdCost: mtdRC.Cost, TodayExpenseByCategory: todayExpenseByCategory, MtdExpenseByCategory: mtdExpenseByCategory, OperationalExpenseItems: opsItems, }, nil } func (r *AnalyticsRepositoryImpl) getExpenseByCategory(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.ExpenseCategoryTotal, error) { var results []entities.ExpenseCategoryTotal query := r.db.WithContext(ctx). Table("expense_items ei"). 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 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) if outletID != nil { query = query.Where("e.outlet_id = ?", *outletID) } err := query. Group("pc.id, pc.name, pc.sort_order"). Order("pc.sort_order ASC, pc.name ASC"). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) getOperationalExpenseItems(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.OperationalExpenseItem, error) { var results []entities.OperationalExpenseItem query := r.db.WithContext(ctx). Table("expense_items ei"). 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 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) if outletID != nil { query = query.Where("e.outlet_id = ?", *outletID) } err := query. Group("COALESCE(NULLIF(ei.item, ''), ei.description, pc.name)"). Order("amount DESC"). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) GetExclusiveSummaryAnalytics(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (*entities.ExclusiveSummaryAnalytics, error) { type salesResult struct { SalesTotal float64 SalesCount int64 } var sales salesResult salesQuery := r.db.WithContext(ctx). Table("orders o"). Select(` COALESCE(SUM(o.total_amount), 0) as sales_total, COUNT(o.id) as sales_count `). 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) salesQuery = r.resolveOutletID(salesQuery, outletID, "o.outlet_id") if err := salesQuery.Scan(&sales).Error; err != nil { return nil, err } hppBreakdown, err := r.getExclusiveSummaryHPPBreakdown(ctx, organizationID, outletID, dateFrom, dateTo) if err != nil { return nil, err } operationalExpenseBreakdown, err := r.getExclusiveSummaryOperationalExpenseBreakdown(ctx, organizationID, outletID, dateFrom, dateTo) if err != nil { return nil, err } dailySummary, err := r.getExclusiveSummaryDailySummary(ctx, organizationID, outletID, dateFrom, dateTo) if err != nil { return nil, err } dailyTransactions, err := r.getExclusiveSummaryDailyTransactions(ctx, organizationID, outletID, dateFrom, dateTo) if err != nil { return nil, err } return &entities.ExclusiveSummaryAnalytics{ SalesTotal: sales.SalesTotal, SalesCount: sales.SalesCount, HPPBreakdown: hppBreakdown, OperationalExpenseBreakdown: operationalExpenseBreakdown, DailySummary: dailySummary, DailyTransactions: dailyTransactions, }, nil } func (r *AnalyticsRepositoryImpl) getExclusiveSummaryHPPBreakdown(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.ExclusiveSummaryCategoryTotal, error) { var results []entities.ExclusiveSummaryCategoryTotal query := r.db.WithContext(ctx). Table("purchase_order_items poi"). Select(` pc.code as category_code, pc.name as category_name, COALESCE(SUM(poi.amount), 0) as amount `). Joins("JOIN purchase_orders po ON poi.purchase_order_id = po.id"). Joins("JOIN purchase_categories pc ON poi.purchase_category_id = pc.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("pc.type = ?", entities.PurchaseCategoryTypeRawMaterial). Where("po.status = ?", "received"). Where("po.transaction_date >= ? AND po.transaction_date <= ?", dateFrom, dateTo) query = r.applyPurchaseOrderItemOutletFilter(query, outletID) err := query. Group("pc.id, pc.code, pc.name, pc.sort_order"). Order("pc.sort_order ASC, pc.name ASC"). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) getExclusiveSummaryOperationalExpenseBreakdown(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.ExclusiveSummaryCategoryTotal, error) { var results []entities.ExclusiveSummaryCategoryTotal query := r.db.WithContext(ctx). Table("expense_items ei"). Select(` pc.code as category_code, pc.name as category_name, COALESCE(SUM(ei.amount), 0) as amount `). 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.PurchaseCategoryTypeExpense). Where("e.status = ?", "approved"). Where("e.transaction_date >= ? AND e.transaction_date <= ?", dateFrom, dateTo) if outletID != nil { query = query.Where("e.outlet_id = ?", *outletID) } err := query. Group("pc.id, pc.code, pc.name, pc.sort_order"). Order("pc.sort_order ASC, pc.name ASC"). Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) getExclusiveSummaryDailySummary(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.ExclusiveSummaryDailySummary, error) { var results []entities.ExclusiveSummaryDailySummary rawQuery, args := r.exclusiveSummaryTransactionUnionQuery(organizationID, outletID, dateFrom, dateTo) err := r.db.WithContext(ctx).Raw(` SELECT date, COUNT(*) as transaction_count, COALESCE(SUM(amount), 0) as total_cost FROM (`+rawQuery+`) transactions GROUP BY date ORDER BY date ASC `, args...).Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) getExclusiveSummaryDailyTransactions(ctx context.Context, organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) ([]entities.ExclusiveSummaryDailyTransaction, error) { var results []entities.ExclusiveSummaryDailyTransaction rawQuery, args := r.exclusiveSummaryTransactionUnionQuery(organizationID, outletID, dateFrom, dateTo) err := r.db.WithContext(ctx).Raw(` SELECT date, category_code, category_name, description, amount, source FROM (`+rawQuery+`) transactions ORDER BY date ASC, source ASC, category_name ASC, description ASC `, args...).Scan(&results).Error return results, err } func (r *AnalyticsRepositoryImpl) exclusiveSummaryTransactionUnionQuery(organizationID uuid.UUID, outletID *uuid.UUID, dateFrom, dateTo time.Time) (string, []interface{}) { poOutletFilter := "" expenseOutletFilter := "" args := []interface{}{ organizationID, entities.PurchaseCategoryTypeRawMaterial, "received", dateFrom, dateTo, } if outletID != nil { poOutletFilter = "AND (i.outlet_id = ? OR u.outlet_id = ?)" args = append(args, *outletID, *outletID) } args = append(args, organizationID, entities.PurchaseCategoryTypeExpense, "approved", dateFrom, dateTo, ) if outletID != nil { expenseOutletFilter = "AND e.outlet_id = ?" args = append(args, *outletID) } query := ` SELECT DATE(po.transaction_date) as date, pc.code as category_code, pc.name as category_name, COALESCE(NULLIF(poi.description, ''), i.name, pc.name) as description, poi.amount as amount, 'purchase_order' as source FROM purchase_order_items poi JOIN purchase_orders po ON poi.purchase_order_id = po.id JOIN purchase_categories pc ON poi.purchase_category_id = pc.id JOIN ingredients i ON poi.ingredient_id = i.id LEFT JOIN units u ON poi.unit_id = u.id WHERE po.organization_id = ? AND pc.type = ? AND po.status = ? AND po.transaction_date >= ? AND po.transaction_date <= ? ` + poOutletFilter + ` UNION ALL SELECT DATE(e.transaction_date) as date, pc.code as category_code, pc.name as category_name, COALESCE(NULLIF(ei.item, ''), NULLIF(ei.description, ''), pc.name) as description, ei.amount as amount, 'expense' as source FROM expense_items ei JOIN expenses e ON ei.expense_id = e.id JOIN purchase_categories pc ON ei.purchase_category_id = pc.id WHERE e.organization_id = ? AND pc.type = ? AND e.status = ? AND e.transaction_date >= ? AND e.transaction_date <= ? ` + expenseOutletFilter + ` ` return query, args }