apskel-pos-backend/internal/repository/analytics_repository.go

430 lines
18 KiB
Go

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)
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)
}
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) 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) {
// Summary query
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")
err := summaryQuery.Scan(&summary).Error
if err != nil {
return nil, err
}
// Time series data query
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: // day
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")
err = dataQuery.Scan(&data).Error
if err != nil {
return nil, err
}
// Product profit data query
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")
err = productQuery.Scan(&productData).Error
if err != nil {
return nil, err
}
return &entities.ProfitLossAnalytics{
Summary: summary,
Data: data,
ProductData: productData,
}, nil
}