- GET /api/v1/card-transactions/dashboard 엔드포인트 추가 - 월별 추이, 사용자별 비율, 최근 거래 목록 포함 - CEO 대시보드 cm1 모달용 데이터 제공 Co-Authored-By: Claude <noreply@anthropic.com>
438 lines
15 KiB
PHP
438 lines
15 KiB
PHP
<?php
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namespace App\Services;
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use App\Models\Tenants\Withdrawal;
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use Illuminate\Contracts\Pagination\LengthAwarePaginator;
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use Illuminate\Support\Facades\DB;
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/**
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* 카드 거래 조회 서비스
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*
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* 카드 결제 내역 조회 및 계정과목 일괄 수정 기능 제공
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*/
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class CardTransactionService extends Service
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{
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/**
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* 카드 거래 목록 조회
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*
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* @param array{
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* start_date?: string,
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* end_date?: string,
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* card_id?: int,
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* search?: string,
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* sort_by?: string,
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* sort_dir?: string,
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* per_page?: int,
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* page?: int
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* } $params
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*/
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public function index(array $params = []): LengthAwarePaginator
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{
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$query = Withdrawal::query()
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->where('payment_method', 'card')
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->with(['card', 'card.assignedUser', 'creator']);
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// 날짜 필터
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if (! empty($params['start_date'])) {
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$query->where(function ($q) use ($params) {
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$q->whereDate('used_at', '>=', $params['start_date'])
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->orWhere(function ($q2) use ($params) {
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$q2->whereNull('used_at')
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->whereDate('withdrawal_date', '>=', $params['start_date']);
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});
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});
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}
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if (! empty($params['end_date'])) {
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$query->where(function ($q) use ($params) {
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$q->whereDate('used_at', '<=', $params['end_date'])
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->orWhere(function ($q2) use ($params) {
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$q2->whereNull('used_at')
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->whereDate('withdrawal_date', '<=', $params['end_date']);
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});
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});
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}
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// 카드 필터
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if (! empty($params['card_id'])) {
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$query->where('card_id', $params['card_id']);
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}
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// 검색 (카드번호, 가맹점명, 적요)
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if (! empty($params['search'])) {
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$search = $params['search'];
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$query->where(function ($q) use ($search) {
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$q->where('merchant_name', 'like', "%{$search}%")
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->orWhere('description', 'like', "%{$search}%")
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->orWhereHas('card', function ($cardQ) use ($search) {
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$cardQ->where('card_name', 'like', "%{$search}%")
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->orWhere('card_company', 'like', "%{$search}%");
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});
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});
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}
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// 정렬
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$sortBy = $params['sort_by'] ?? 'used_at';
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$sortDir = $params['sort_dir'] ?? 'desc';
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// 정렬 필드 매핑
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$sortableFields = [
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'used_at' => DB::raw('COALESCE(used_at, withdrawal_date)'),
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'amount' => 'amount',
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'merchant_name' => 'merchant_name',
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'created_at' => 'created_at',
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];
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if (array_key_exists($sortBy, $sortableFields)) {
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$query->orderBy($sortableFields[$sortBy], $sortDir);
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} else {
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$query->orderBy(DB::raw('COALESCE(used_at, withdrawal_date)'), 'desc');
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}
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$perPage = $params['per_page'] ?? 20;
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return $query->paginate($perPage);
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}
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/**
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* 카드 거래 요약 통계
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*
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* @param array{start_date?: string, end_date?: string} $params
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* @return array{
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* previous_month_total: float,
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* current_month_total: float,
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* total_count: int,
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* total_amount: float
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* }
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*/
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public function summary(array $params = []): array
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{
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// 전월 기준일 계산
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$currentDate = now();
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$currentMonthStart = $currentDate->copy()->startOfMonth()->toDateString();
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$currentMonthEnd = $currentDate->copy()->endOfMonth()->toDateString();
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$previousMonthStart = $currentDate->copy()->subMonth()->startOfMonth()->toDateString();
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$previousMonthEnd = $currentDate->copy()->subMonth()->endOfMonth()->toDateString();
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// 전월 카드 사용액
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$previousMonthTotal = Withdrawal::query()
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->where('payment_method', 'card')
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->where(function ($q) use ($previousMonthStart, $previousMonthEnd) {
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$q->whereBetween(DB::raw('DATE(COALESCE(used_at, withdrawal_date))'), [$previousMonthStart, $previousMonthEnd]);
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})
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->sum('amount');
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// 당월 카드 사용액
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$currentMonthTotal = Withdrawal::query()
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->where('payment_method', 'card')
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->where(function ($q) use ($currentMonthStart, $currentMonthEnd) {
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$q->whereBetween(DB::raw('DATE(COALESCE(used_at, withdrawal_date))'), [$currentMonthStart, $currentMonthEnd]);
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})
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->sum('amount');
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// 조회 기간 내 총 건수/금액 (옵션)
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$periodQuery = Withdrawal::query()->where('payment_method', 'card');
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if (! empty($params['start_date'])) {
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$periodQuery->where(DB::raw('DATE(COALESCE(used_at, withdrawal_date))'), '>=', $params['start_date']);
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}
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if (! empty($params['end_date'])) {
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$periodQuery->where(DB::raw('DATE(COALESCE(used_at, withdrawal_date))'), '<=', $params['end_date']);
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}
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$totalCount = $periodQuery->count();
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$totalAmount = (clone $periodQuery)->sum('amount');
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return [
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'previous_month_total' => (float) $previousMonthTotal,
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'current_month_total' => (float) $currentMonthTotal,
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'total_count' => $totalCount,
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'total_amount' => (float) $totalAmount,
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];
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}
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/**
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* 계정과목 일괄 수정
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*
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* @param array<int> $ids 거래 ID 배열
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* @param string $accountCode 계정과목 코드
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* @return int 수정된 건수
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*/
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public function bulkUpdateAccountCode(array $ids, string $accountCode): int
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{
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return Withdrawal::query()
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->whereIn('id', $ids)
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->where('payment_method', 'card')
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->update([
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'account_code' => $accountCode,
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'updated_by' => $this->apiUserId(),
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]);
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}
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/**
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* 단일 카드 거래 조회
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*/
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public function show(int $id): ?Withdrawal
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{
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return Withdrawal::query()
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->where('payment_method', 'card')
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->with(['card', 'card.assignedUser', 'creator'])
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->find($id);
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}
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/**
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* 카드 거래 등록
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*/
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public function store(array $data): Withdrawal
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{
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$tenantId = $this->tenantId();
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$userId = $this->apiUserId();
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return DB::transaction(function () use ($data, $tenantId, $userId) {
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$withdrawal = new Withdrawal;
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$withdrawal->tenant_id = $tenantId;
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$withdrawal->card_id = $data['card_id'] ?? null;
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$withdrawal->used_at = $data['used_at'] ?? null;
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$withdrawal->withdrawal_date = isset($data['used_at']) ? date('Y-m-d', strtotime($data['used_at'])) : now()->toDateString();
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$withdrawal->merchant_name = $data['merchant_name'] ?? null;
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$withdrawal->amount = $data['amount'];
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$withdrawal->payment_method = 'card';
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$withdrawal->account_code = $data['account_code'] ?? null;
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$withdrawal->description = $data['description'] ?? null;
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$withdrawal->created_by = $userId;
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$withdrawal->updated_by = $userId;
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$withdrawal->save();
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return $withdrawal->load(['card', 'card.assignedUser', 'creator']);
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});
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}
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/**
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* 카드 거래 수정
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*/
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public function update(int $id, array $data): Withdrawal
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{
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$userId = $this->apiUserId();
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return DB::transaction(function () use ($id, $data, $userId) {
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$withdrawal = Withdrawal::query()
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->where('payment_method', 'card')
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->findOrFail($id);
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if (isset($data['used_at'])) {
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$withdrawal->used_at = $data['used_at'];
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$withdrawal->withdrawal_date = date('Y-m-d', strtotime($data['used_at']));
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}
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if (array_key_exists('merchant_name', $data)) {
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$withdrawal->merchant_name = $data['merchant_name'];
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}
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if (isset($data['amount'])) {
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$withdrawal->amount = $data['amount'];
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}
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if (array_key_exists('account_code', $data)) {
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$withdrawal->account_code = $data['account_code'];
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}
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if (array_key_exists('description', $data)) {
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$withdrawal->description = $data['description'];
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}
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$withdrawal->updated_by = $userId;
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$withdrawal->save();
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return $withdrawal->fresh(['card', 'card.assignedUser', 'creator']);
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});
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}
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/**
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* 카드 거래 삭제
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*/
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public function destroy(int $id): bool
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{
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$userId = $this->apiUserId();
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return DB::transaction(function () use ($id, $userId) {
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$withdrawal = Withdrawal::query()
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->where('payment_method', 'card')
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->findOrFail($id);
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$withdrawal->deleted_by = $userId;
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$withdrawal->save();
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$withdrawal->delete();
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return true;
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});
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}
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/**
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* 카드 거래 대시보드 데이터
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*
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* CEO 대시보드 카드/가지급금 관리 섹션의 cm1 모달용 상세 데이터 제공
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*
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* @return array{
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* summary: array{
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* current_month_total: float,
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* previous_month_total: float,
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* change_rate: float,
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* unprocessed_count: int
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* },
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* monthly_trend: array<array{month: string, amount: float}>,
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* user_ratio: array<array{user_name: string, amount: float, percentage: float}>,
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* recent_transactions: array
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* }
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*/
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public function dashboard(): array
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{
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$currentDate = now();
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// 당월/전월 기간 계산
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$currentMonthStart = $currentDate->copy()->startOfMonth()->toDateString();
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$currentMonthEnd = $currentDate->copy()->endOfMonth()->toDateString();
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$previousMonthStart = $currentDate->copy()->subMonth()->startOfMonth()->toDateString();
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$previousMonthEnd = $currentDate->copy()->subMonth()->endOfMonth()->toDateString();
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// 1. Summary 데이터
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$currentMonthTotal = $this->getMonthTotal($currentMonthStart, $currentMonthEnd);
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$previousMonthTotal = $this->getMonthTotal($previousMonthStart, $previousMonthEnd);
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$changeRate = $previousMonthTotal > 0
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? round((($currentMonthTotal - $previousMonthTotal) / $previousMonthTotal) * 100, 1)
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: ($currentMonthTotal > 0 ? 100 : 0);
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// 미정리 건수 (account_code가 없는 건)
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$unprocessedCount = Withdrawal::query()
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->where('payment_method', 'card')
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->whereNull('account_code')
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->count();
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// 2. 최근 6개월 추이
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$monthlyTrend = $this->getMonthlyTrend(6);
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// 3. 사용자별 비율 (당월 기준)
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$userRatio = $this->getUserRatio($currentMonthStart, $currentMonthEnd);
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// 4. 최근 거래 10건
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$recentTransactions = $this->getRecentTransactions(10);
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return [
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'summary' => [
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'current_month_total' => (float) $currentMonthTotal,
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'previous_month_total' => (float) $previousMonthTotal,
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'change_rate' => $changeRate,
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'unprocessed_count' => $unprocessedCount,
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],
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'monthly_trend' => $monthlyTrend,
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'user_ratio' => $userRatio,
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'recent_transactions' => $recentTransactions,
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];
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}
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/**
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* 특정 기간 카드 사용액 합계
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*/
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private function getMonthTotal(string $startDate, string $endDate): float
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{
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return (float) Withdrawal::query()
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->where('payment_method', 'card')
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->whereBetween(DB::raw('DATE(COALESCE(used_at, withdrawal_date))'), [$startDate, $endDate])
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->sum('amount');
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}
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/**
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* 최근 N개월 월별 추이
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*
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* @return array<array{month: string, amount: float}>
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*/
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private function getMonthlyTrend(int $months): array
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{
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$result = [];
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$currentDate = now();
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for ($i = $months - 1; $i >= 0; $i--) {
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$targetDate = $currentDate->copy()->subMonths($i);
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$monthStart = $targetDate->copy()->startOfMonth()->toDateString();
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$monthEnd = $targetDate->copy()->endOfMonth()->toDateString();
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$amount = $this->getMonthTotal($monthStart, $monthEnd);
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$result[] = [
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'month' => $targetDate->format('Y-m'),
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'amount' => $amount,
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];
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}
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return $result;
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}
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/**
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* 사용자별 카드 사용 비율
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*
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* @return array<array{user_name: string, amount: float, percentage: float}>
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*/
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private function getUserRatio(string $startDate, string $endDate): array
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{
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$data = Withdrawal::query()
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->select([
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'cards.assigned_user_id',
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DB::raw('COALESCE(users.name, "미지정") as user_name'),
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DB::raw('SUM(withdrawals.amount) as total_amount'),
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])
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->leftJoin('cards', 'withdrawals.card_id', '=', 'cards.id')
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->leftJoin('users', 'cards.assigned_user_id', '=', 'users.id')
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->where('withdrawals.payment_method', 'card')
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->whereBetween(DB::raw('DATE(COALESCE(withdrawals.used_at, withdrawals.withdrawal_date))'), [$startDate, $endDate])
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->groupBy('cards.assigned_user_id', 'users.name')
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->orderByDesc('total_amount')
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->get();
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$totalAmount = $data->sum('total_amount');
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return $data->map(function ($item) use ($totalAmount) {
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return [
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'user_name' => $item->user_name,
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'amount' => (float) $item->total_amount,
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'percentage' => $totalAmount > 0
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? round(($item->total_amount / $totalAmount) * 100, 1)
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: 0,
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];
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})->toArray();
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}
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/**
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* 최근 거래 목록
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*/
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private function getRecentTransactions(int $limit): array
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{
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return Withdrawal::query()
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->select([
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'withdrawals.id',
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'withdrawals.used_at',
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'withdrawals.withdrawal_date',
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'withdrawals.merchant_name',
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'withdrawals.amount',
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'withdrawals.account_code',
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'cards.card_name',
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DB::raw('COALESCE(users.name, "미지정") as user_name'),
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])
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->leftJoin('cards', 'withdrawals.card_id', '=', 'cards.id')
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->leftJoin('users', 'cards.assigned_user_id', '=', 'users.id')
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->where('withdrawals.payment_method', 'card')
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->orderByDesc(DB::raw('COALESCE(withdrawals.used_at, withdrawals.withdrawal_date)'))
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->limit($limit)
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->get()
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->map(function ($item) {
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return [
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'id' => $item->id,
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'card_name' => $item->card_name ?? '미지정',
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'user_name' => $item->user_name,
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'used_at' => $item->used_at?->format('Y-m-d H:i:s')
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?? $item->withdrawal_date?->format('Y-m-d'),
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'merchant_name' => $item->merchant_name ?? '',
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'amount' => (float) $item->amount,
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'usage_type' => $item->account_code,
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];
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})
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->toArray();
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}
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}
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