add sorting transaction, report keuangan

This commit is contained in:
giovanni
2026-05-16 23:40:52 +07:00
parent a40adc22d2
commit 18bd8ad1d9
8 changed files with 127 additions and 49 deletions
@@ -97,6 +97,8 @@ func (u *TransactionController) GetAll(c *fiber.Ctx) error {
CustomerIDs: customerIDs, CustomerIDs: customerIDs,
SupplierIDs: supplierIDs, SupplierIDs: supplierIDs,
SortDate: c.Query("sort_date", ""), SortDate: c.Query("sort_date", ""),
SortBy: c.Query("sort_by", ""),
SortOrder: c.Query("sort_order", ""),
StartDate: c.Query("start_date", ""), StartDate: c.Query("start_date", ""),
EndDate: c.Query("end_date", ""), EndDate: c.Query("end_date", ""),
} }
@@ -72,17 +72,24 @@ func (s transactionService) GetAll(c *fiber.Ctx, params *validation.Query) ([]en
transactions, total, err := s.Repository.GetAll(c.Context(), offset, params.Limit, func(db *gorm.DB) *gorm.DB { transactions, total, err := s.Repository.GetAll(c.Context(), offset, params.Limit, func(db *gorm.DB) *gorm.DB {
db = s.withRelations(db) db = s.withRelations(db)
if params.Search != "" { needsPartyJoin := params.Search != "" || params.SortBy == "customer_name"
like := "%" + strings.ToLower(strings.TrimSpace(params.Search)) + "%" needsBankJoin := params.Search != "" || params.SortBy == "bank"
if needsPartyJoin {
db = db.Joins( db = db.Joins(
"LEFT JOIN customers ON customers.id = payments.party_id AND payments.party_type = ? AND customers.deleted_at IS NULL", "LEFT JOIN customers ON customers.id = payments.party_id AND payments.party_type = ? AND customers.deleted_at IS NULL",
string(utils.PaymentPartyCustomer), string(utils.PaymentPartyCustomer),
).Joins( ).Joins(
"LEFT JOIN suppliers ON suppliers.id = payments.party_id AND payments.party_type = ? AND suppliers.deleted_at IS NULL", "LEFT JOIN suppliers ON suppliers.id = payments.party_id AND payments.party_type = ? AND suppliers.deleted_at IS NULL",
string(utils.PaymentPartySupplier), string(utils.PaymentPartySupplier),
).Joins(
"LEFT JOIN banks ON banks.id = payments.bank_id AND banks.deleted_at IS NULL",
) )
}
if needsBankJoin {
db = db.Joins("LEFT JOIN banks ON banks.id = payments.bank_id AND banks.deleted_at IS NULL")
}
if params.Search != "" {
like := "%" + strings.ToLower(strings.TrimSpace(params.Search)) + "%"
db = db.Where( db = db.Where(
`LOWER(payment_code) LIKE ? OR `LOWER(payment_code) LIKE ? OR
LOWER(COALESCE(reference_number, '')) LIKE ? OR LOWER(COALESCE(reference_number, '')) LIKE ? OR
@@ -138,7 +145,7 @@ func (s transactionService) GetAll(c *fiber.Ctx, params *validation.Query) ([]en
db = db.Where("payment_date < ?", *endDate) db = db.Where("payment_date < ?", *endDate)
} }
return applyTransactionSort(db, params.SortDate) return applyTransactionSort(db, params.SortBy, params.SortOrder, params.SortDate)
}) })
if err != nil { if err != nil {
@@ -270,13 +277,39 @@ func parseTransactionDateRange(startDate, endDate string) (*time.Time, *time.Tim
return startPtr, endPtr, nil return startPtr, endPtr, nil
} }
func applyTransactionSort(db *gorm.DB, sortDate string) *gorm.DB { func applyTransactionSort(db *gorm.DB, sortBy, sortOrder, sortDate string) *gorm.DB {
order := "DESC"
if strings.ToUpper(strings.TrimSpace(sortOrder)) == "ASC" {
order = "ASC"
}
switch strings.ToLower(strings.TrimSpace(sortBy)) {
case "payment_code":
return db.Order("payments.payment_code " + order)
case "reference_number":
return db.Order("payments.reference_number " + order)
case "transaction_type":
return db.Order("payments.transaction_type " + order)
case "customer_name":
return db.Order("COALESCE(customers.name, suppliers.name) " + order)
case "payment_date":
return db.Order("payments.payment_date " + order)
case "created_at":
return db.Order("payments.created_at " + order)
case "payment_method":
return db.Order("payments.payment_method " + order)
case "bank":
return db.Order("banks.account_number " + order)
case "expense_amount":
return db.Order("CASE WHEN payments.direction = 'OUT' THEN payments.nominal ELSE 0 END " + order)
case "income_amount":
return db.Order("CASE WHEN payments.direction = 'IN' THEN payments.nominal ELSE 0 END " + order)
}
switch strings.ToLower(strings.TrimSpace(sortDate)) { switch strings.ToLower(strings.TrimSpace(sortDate)) {
case "created_at": case "created_at":
return db.Order("created_at DESC").Order("payment_date DESC") return db.Order("payments.created_at DESC").Order("payments.payment_date DESC")
case "payment_date":
return db.Order("payment_date DESC").Order("created_at DESC")
default: default:
return db.Order("payment_date DESC").Order("created_at DESC") return db.Order("payments.payment_date DESC").Order("payments.created_at DESC")
} }
} }
@@ -17,6 +17,8 @@ type Query struct {
CustomerIDs []uint `query:"customer_ids" validate:"omitempty,dive,gt=0"` CustomerIDs []uint `query:"customer_ids" validate:"omitempty,dive,gt=0"`
SupplierIDs []uint `query:"supplier_ids" validate:"omitempty,dive,gt=0"` SupplierIDs []uint `query:"supplier_ids" validate:"omitempty,dive,gt=0"`
SortDate string `query:"sort_date" validate:"omitempty,oneof=created_at payment_date"` SortDate string `query:"sort_date" validate:"omitempty,oneof=created_at payment_date"`
SortBy string `query:"sort_by" validate:"omitempty,oneof=payment_code reference_number transaction_type customer_name payment_date created_at payment_method bank expense_amount income_amount"`
SortOrder string `query:"sort_order" validate:"omitempty,oneof=asc desc"`
StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"` StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"`
EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"` EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"`
} }
@@ -362,6 +362,7 @@ func (c *RepportController) GetDebtSupplier(ctx *fiber.Ctx) error {
StartDate: ctx.Query("start_date", ""), StartDate: ctx.Query("start_date", ""),
EndDate: ctx.Query("end_date", ""), EndDate: ctx.Query("end_date", ""),
FilterBy: ctx.Query("filter_by", ""), FilterBy: ctx.Query("filter_by", ""),
SortBy: ctx.Query("sort_by", ""),
SortOrder: ctx.Query("sort_order", ""), SortOrder: ctx.Query("sort_order", ""),
} }
@@ -459,6 +460,8 @@ func (c *RepportController) GetCustomerPayment(ctx *fiber.Ctx) error {
Limit: ctx.QueryInt("limit", 10), Limit: ctx.QueryInt("limit", 10),
CustomerIDs: customerIDs, CustomerIDs: customerIDs,
FilterBy: strings.ToUpper(ctx.Query("filter_by", "")), FilterBy: strings.ToUpper(ctx.Query("filter_by", "")),
SortBy: ctx.Query("sort_by", ""),
SortOrder: ctx.Query("sort_order", ""),
StartDate: ctx.Query("start_date", ""), StartDate: ctx.Query("start_date", ""),
EndDate: ctx.Query("end_date", ""), EndDate: ctx.Query("end_date", ""),
} }
@@ -2,7 +2,7 @@ package repositories
import ( import (
"context" "context"
"strings"
"time" "time"
"gorm.io/gorm" "gorm.io/gorm"
@@ -30,7 +30,7 @@ type CustomerPaymentTransaction struct {
type CustomerPaymentRepository interface { type CustomerPaymentRepository interface {
GetCustomerPaymentTransactions(ctx context.Context, customerID *uint) ([]CustomerPaymentTransaction, error) GetCustomerPaymentTransactions(ctx context.Context, customerID *uint) ([]CustomerPaymentTransaction, error)
GetInitialBalanceByCustomer(ctx context.Context, customerID uint) (float64, error) GetInitialBalanceByCustomer(ctx context.Context, customerID uint) (float64, error)
GetCustomerIDsWithTransactions(ctx context.Context, limit, offset int, allowedCustomerIDs []uint) ([]uint, int64, error) GetCustomerIDsWithTransactions(ctx context.Context, limit, offset int, allowedCustomerIDs []uint, sortBy, sortOrder string) ([]uint, int64, error)
} }
type customerPaymentRepositoryImpl struct { type customerPaymentRepositoryImpl struct {
@@ -146,21 +146,34 @@ func (r *customerPaymentRepositoryImpl) GetInitialBalanceByCustomer(ctx context.
return result.Nominal, nil return result.Nominal, nil
} }
func (r *customerPaymentRepositoryImpl) GetCustomerIDsWithTransactions(ctx context.Context, limit, offset int, allowedCustomerIDs []uint) ([]uint, int64, error) { func resolveCustomerPaymentSortClause(sortBy, sortOrder string) string {
subQuery := r.db.WithContext(ctx). direction := "ASC"
Table("(" + if strings.EqualFold(strings.TrimSpace(sortOrder), "desc") {
"SELECT DISTINCT c.id as customer_id FROM marketing_delivery_products mdp " + direction = "DESC"
}
switch strings.ToLower(strings.TrimSpace(sortBy)) {
case "customer":
return "customer_name " + direction
default:
return "customer_name ASC"
}
}
func (r *customerPaymentRepositoryImpl) GetCustomerIDsWithTransactions(ctx context.Context, limit, offset int, allowedCustomerIDs []uint, sortBy, sortOrder string) ([]uint, int64, error) {
unionSQL := "(" +
"SELECT DISTINCT c.id as customer_id, c.name as customer_name FROM marketing_delivery_products mdp " +
"INNER JOIN marketing_products mp ON mp.id = mdp.marketing_product_id " + "INNER JOIN marketing_products mp ON mp.id = mdp.marketing_product_id " +
"INNER JOIN marketings m ON m.id = mp.marketing_id " + "INNER JOIN marketings m ON m.id = mp.marketing_id " +
"INNER JOIN customers c ON c.id = m.customer_id " + "INNER JOIN customers c ON c.id = m.customer_id " +
"WHERE mdp.delivery_date IS NOT NULL AND m.deleted_at IS NULL AND c.deleted_at IS NULL " + "WHERE mdp.delivery_date IS NOT NULL AND m.deleted_at IS NULL AND c.deleted_at IS NULL " +
"UNION " + "UNION " +
"SELECT DISTINCT c.id as customer_id FROM payments p " + "SELECT DISTINCT c.id as customer_id, c.name as customer_name FROM payments p " +
"INNER JOIN customers c ON c.id = p.party_id " + "INNER JOIN customers c ON c.id = p.party_id " +
"WHERE p.party_type = 'CUSTOMER' AND p.direction = 'IN' " + "WHERE p.party_type = 'CUSTOMER' AND p.direction = 'IN' " +
"AND p.transaction_type = 'PENJUALAN' AND p.deleted_at IS NULL AND c.deleted_at IS NULL" + "AND p.transaction_type = 'PENJUALAN' AND p.deleted_at IS NULL AND c.deleted_at IS NULL" +
") as customer_ids") ") as customer_ids"
subQuery := r.db.WithContext(ctx).Table(unionSQL)
if len(allowedCustomerIDs) > 0 { if len(allowedCustomerIDs) > 0 {
subQuery = subQuery.Where("customer_id IN ?", allowedCustomerIDs) subQuery = subQuery.Where("customer_id IN ?", allowedCustomerIDs)
} }
@@ -170,28 +183,14 @@ func (r *customerPaymentRepositoryImpl) GetCustomerIDsWithTransactions(ctx conte
return nil, 0, err return nil, 0, err
} }
var customerIDs []uint query := r.db.WithContext(ctx).Table(unionSQL).Select("customer_id")
query := r.db.WithContext(ctx).
Table("(" +
"SELECT DISTINCT c.id as customer_id FROM marketing_delivery_products mdp " +
"INNER JOIN marketing_products mp ON mp.id = mdp.marketing_product_id " +
"INNER JOIN marketings m ON m.id = mp.marketing_id " +
"INNER JOIN customers c ON c.id = m.customer_id " +
"WHERE mdp.delivery_date IS NOT NULL AND m.deleted_at IS NULL AND c.deleted_at IS NULL " +
"UNION " +
"SELECT DISTINCT c.id as customer_id FROM payments p " +
"INNER JOIN customers c ON c.id = p.party_id " +
"WHERE p.party_type = 'CUSTOMER' AND p.direction = 'IN' " +
"AND p.transaction_type = 'PENJUALAN' AND p.deleted_at IS NULL AND c.deleted_at IS NULL" +
") as customer_ids").
Select("customer_id")
if len(allowedCustomerIDs) > 0 { if len(allowedCustomerIDs) > 0 {
query = query.Where("customer_id IN ?", allowedCustomerIDs) query = query.Where("customer_id IN ?", allowedCustomerIDs)
} }
var customerIDs []uint
err := query. err := query.
Order("customer_id ASC"). Order(resolveCustomerPaymentSortClause(sortBy, sortOrder)).
Limit(limit). Limit(limit).
Offset(offset). Offset(offset).
Pluck("customer_id", &customerIDs). Pluck("customer_id", &customerIDs).
@@ -52,6 +52,19 @@ func (r *debtSupplierRepositoryImpl) latestPurchaseApproval(ctx context.Context)
) )
} }
func resolveDebtSupplierSortClause(filters *validation.DebtSupplierQuery) string {
direction := "ASC"
if strings.EqualFold(strings.TrimSpace(filters.SortOrder), "desc") {
direction = "DESC"
}
switch strings.ToLower(strings.TrimSpace(filters.SortBy)) {
case "supplier":
return "suppliers.name " + direction
default:
return "suppliers.name ASC"
}
}
func resolveDebtSupplierDateColumn(filterBy string) string { func resolveDebtSupplierDateColumn(filterBy string) string {
switch strings.ToLower(strings.TrimSpace(filterBy)) { switch strings.ToLower(strings.TrimSpace(filterBy)) {
case "po_date": case "po_date":
@@ -129,15 +142,24 @@ func (r *debtSupplierRepositoryImpl) GetSuppliersWithPurchases(ctx context.Conte
offset = 0 offset = 0
} }
var supplierIDs []uint type supplierIDResult struct {
if err := query. ID uint `gorm:"column:id"`
Select("suppliers.id"). Name string `gorm:"column:name"`
Order("suppliers.id ASC"). }
var idResults []supplierIDResult
if err := r.baseSupplierQuery(ctx, filters).
Select("suppliers.id, suppliers.name").
Group("suppliers.id, suppliers.name").
Order(resolveDebtSupplierSortClause(filters)).
Offset(offset). Offset(offset).
Limit(limit). Limit(limit).
Pluck("suppliers.id", &supplierIDs).Error; err != nil { Scan(&idResults).Error; err != nil {
return nil, 0, err return nil, 0, err
} }
supplierIDs := make([]uint, 0, len(idResults))
for _, r := range idResults {
supplierIDs = append(supplierIDs, r.ID)
}
if len(supplierIDs) == 0 { if len(supplierIDs) == 0 {
return []entity.Supplier{}, totalSuppliers, nil return []entity.Supplier{}, totalSuppliers, nil
@@ -146,6 +168,7 @@ func (r *debtSupplierRepositoryImpl) GetSuppliersWithPurchases(ctx context.Conte
var suppliers []entity.Supplier var suppliers []entity.Supplier
if err := r.db.WithContext(ctx). if err := r.db.WithContext(ctx).
Where("id IN ?", supplierIDs). Where("id IN ?", supplierIDs).
Order(resolveDebtSupplierSortClause(filters)).
Find(&suppliers).Error; err != nil { Find(&suppliers).Error; err != nil {
return nil, 0, err return nil, 0, err
} }
@@ -1029,6 +1029,13 @@ func (s *repportService) GetProductionResult(ctx *fiber.Ctx, params *validation.
} }
func (s *repportService) GetCustomerPayment(ctx *fiber.Ctx, params *validation.CustomerPaymentQuery) ([]dto.CustomerPaymentReportItem, int64, error) { func (s *repportService) GetCustomerPayment(ctx *fiber.Ctx, params *validation.CustomerPaymentQuery) ([]dto.CustomerPaymentReportItem, int64, error) {
if params.SortBy == "" {
params.SortBy = "customer"
}
if params.SortOrder == "" {
params.SortOrder = "asc"
}
if err := s.Validate.Struct(params); err != nil { if err := s.Validate.Struct(params); err != nil {
return nil, 0, err return nil, 0, err
} }
@@ -1083,7 +1090,7 @@ func (s *repportService) GetCustomerPayment(ctx *fiber.Ctx, params *validation.C
offset := (page - 1) * limit offset := (page - 1) * limit
var err error var err error
customerIDs, totalCustomers, err = s.CustomerPaymentRepo.GetCustomerIDsWithTransactions(ctx.Context(), limit, offset, allowedCustomerIDs) customerIDs, totalCustomers, err = s.CustomerPaymentRepo.GetCustomerIDsWithTransactions(ctx.Context(), limit, offset, allowedCustomerIDs, params.SortBy, params.SortOrder)
if err != nil { if err != nil {
return nil, 0, err return nil, 0, err
} }
@@ -1755,6 +1762,12 @@ func (s *repportService) GetDebtSupplier(c *fiber.Ctx, params *validation.DebtSu
if params.FilterBy == "" { if params.FilterBy == "" {
params.FilterBy = "received_date" params.FilterBy = "received_date"
} }
if params.SortBy == "" {
params.SortBy = "supplier"
}
if params.SortOrder == "" {
params.SortOrder = "asc"
}
if err := s.Validate.Struct(params); err != nil { if err := s.Validate.Struct(params); err != nil {
return nil, 0, err return nil, 0, err
@@ -58,6 +58,7 @@ type DebtSupplierQuery struct {
StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"` StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"`
EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"` EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"`
FilterBy string `query:"filter_by" validate:"omitempty,oneof=received_date po_date"` FilterBy string `query:"filter_by" validate:"omitempty,oneof=received_date po_date"`
SortBy string `query:"sort_by" validate:"omitempty,oneof=supplier"`
SortOrder string `query:"sort_order" validate:"omitempty,oneof=asc desc"` SortOrder string `query:"sort_order" validate:"omitempty,oneof=asc desc"`
AllowedAreaIDs []int64 `query:"-"` AllowedAreaIDs []int64 `query:"-"`
AllowedLocationIDs []int64 `query:"-"` AllowedLocationIDs []int64 `query:"-"`
@@ -108,6 +109,8 @@ type CustomerPaymentQuery struct {
Limit int `query:"limit" validate:"omitempty,min=1,gt=0"` Limit int `query:"limit" validate:"omitempty,min=1,gt=0"`
CustomerIDs []uint `query:"customer_ids" validate:"omitempty,dive,gt=0"` CustomerIDs []uint `query:"customer_ids" validate:"omitempty,dive,gt=0"`
FilterBy string `query:"filter_by" validate:"omitempty,oneof=TRANS_DATE REALIZATION_DATE"` FilterBy string `query:"filter_by" validate:"omitempty,oneof=TRANS_DATE REALIZATION_DATE"`
SortBy string `query:"sort_by" validate:"omitempty,oneof=customer"`
SortOrder string `query:"sort_order" validate:"omitempty,oneof=asc desc"`
StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"` StartDate string `query:"start_date" validate:"omitempty,datetime=2006-01-02"`
EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"` EndDate string `query:"end_date" validate:"omitempty,datetime=2006-01-02"`
} }