feat(loyalty): report EnakPoint apart from money received

Keeps EnakPoint out of the money in on the payment method analytics
(docs/prd-point-coin.md F9, K7, PC-308), the one report that sums payments;
the daily transaction and profit-loss PDFs do not break payments down by
method.

summary.total_amount is now only money actually received. EnakPoint stays
listed as its own method, with points_used, and the summary adds
point_amount, points_used and total_with_points. Each method row says
whether it counts_as_cash_in, and the shares are of the money received, 0
for EnakPoint. The average order value still includes what EnakPoint paid,
since that is part of what the orders were worth. How EnakPoint is booked
waits on note N2.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

internal/contract/analytics_contract.go

@@ -28,7 +28,11 @@ type PaymentMethodAnalyticsResponse struct {
 
 // PaymentMethodSummary represents the summary of payment method analytics
 type PaymentMethodSummary struct {
+	// Money actually received; EnakPoint is reported apart (docs/prd-point-coin.md F9).
 	TotalAmount       float64 `json:"total_amount"`
+	PointAmount       float64 `json:"point_amount"`
+	PointsUsed        int64   `json:"points_used"`
+	TotalWithPoints   float64 `json:"total_with_points"`
 	TotalOrders       int64   `json:"total_orders"`
 	TotalPayments     int64   `json:"total_payments"`
 	AverageOrderValue float64 `json:"average_order_value"`
@@ -42,6 +46,8 @@ type PaymentMethodAnalyticsData struct {
 	OrderCount        int64     `json:"order_count"`
 	PaymentCount      int64     `json:"payment_count"`
 	Percentage        float64   `json:"percentage"`
+	PointsUsed        int64     `json:"points_used"`
+	CountsAsCashIn    bool      `json:"counts_as_cash_in"`
 }
 
 type SalesAnalyticsRequest struct {

internal/entities/analytics.go

@@ -14,6 +14,8 @@ type PaymentMethodAnalytics struct {
 	TotalAmount       float64   `json:"total_amount"`
 	OrderCount        int64     `json:"order_count"`
 	PaymentCount      int64     `json:"payment_count"`
+	// EnakPoint used, for the EnakPoint method.
+	PointsUsed int64 `json:"points_used"`
 }
 
 // SalesAnalytics represents sales analytics data

internal/models/analytics.go

@@ -33,7 +33,14 @@ type PaymentMethodAnalyticsResponse struct {
 
 // PaymentMethodSummary represents the summary of payment method analytics
 type PaymentMethodSummary struct {
+	// Money actually received. EnakPoint is not money in (docs/prd-point-coin.md F9,
+	// K7) and is reported apart; its accounting treatment waits on note N2.
 	TotalAmount float64 `json:"total_amount"`
+	// Rupiah paid with EnakPoint, and how many EnakPoint that was.
+	PointAmount float64 `json:"point_amount"`
+	PointsUsed  int64   `json:"points_used"`
+	// TotalAmount plus PointAmount: the value of the orders paid.
+	TotalWithPoints   float64 `json:"total_with_points"`
 	TotalOrders       int64   `json:"total_orders"`
 	TotalPayments     int64   `json:"total_payments"`
 	AverageOrderValue float64 `json:"average_order_value"`
@@ -47,7 +54,11 @@ type PaymentMethodAnalyticsData struct {
 	TotalAmount       float64   `json:"total_amount"`
 	OrderCount        int64     `json:"order_count"`
 	PaymentCount      int64     `json:"payment_count"`
+	// Share of the money received; 0 for EnakPoint, which is not money in.
 	Percentage float64 `json:"percentage"`
+	PointsUsed int64   `json:"points_used"`
+	// False for EnakPoint.
+	CountsAsCashIn bool `json:"counts_as_cash_in"`
 }
 
 // SalesAnalyticsRequest represents the request for sales analytics

internal/processor/analytics_processor.go

@@ -63,27 +63,37 @@ func (p *AnalyticsProcessorImpl) GetPaymentMethodAnalytics(ctx context.Context,
 		return nil, fmt.Errorf("failed to get payment method analytics: %w", err)
 	}
 
-	var totalAmount float64
+	// EnakPoint is not money in (docs/prd-point-coin.md F9, K7): it is listed as its own
+	// method but left out of the money received and of the shares. How it is booked
+	// waits on note N2.
+	var cashAmount, pointAmount float64
+	var pointsUsed int64
 	var totalOrders int64
 	var totalPayments int64
 
 	for _, data := range analyticsData {
-		totalAmount += data.TotalAmount
+		if data.PaymentMethodType == string(constants.PaymentMethodTypePoint) {
+			pointAmount += data.TotalAmount
+			pointsUsed += data.PointsUsed
+		} else {
+			cashAmount += data.TotalAmount
+		}
 		totalOrders += data.OrderCount
 		totalPayments += data.PaymentCount
 	}
 
+	// The value of an order includes what EnakPoint paid, so the average does too.
 	var averageOrderValue float64
 	if totalOrders > 0 {
-		averageOrderValue = totalAmount / float64(totalOrders)
+		averageOrderValue = (cashAmount + pointAmount) / float64(totalOrders)
 	}
 
-	// Calculate percentages
 	var resultData []models.PaymentMethodAnalyticsData
 	for _, data := range analyticsData {
+		cashIn := data.PaymentMethodType != string(constants.PaymentMethodTypePoint)
 		var percentage float64
-		if totalAmount > 0 {
+		if cashIn && cashAmount > 0 {
-			percentage = (data.TotalAmount / totalAmount) * 100
+			percentage = (data.TotalAmount / cashAmount) * 100
 		}
 
 		resultData = append(resultData, models.PaymentMethodAnalyticsData{
@@ -94,11 +104,16 @@ func (p *AnalyticsProcessorImpl) GetPaymentMethodAnalytics(ctx context.Context,
 			OrderCount:        data.OrderCount,
 			PaymentCount:      data.PaymentCount,
 			Percentage:        percentage,
+			PointsUsed:        data.PointsUsed,
+			CountsAsCashIn:    cashIn,
 		})
 	}
 
 	summary := models.PaymentMethodSummary{
-		TotalAmount:       totalAmount,
+		TotalAmount:       cashAmount,
+		PointAmount:       pointAmount,
+		PointsUsed:        pointsUsed,
+		TotalWithPoints:   cashAmount + pointAmount,
 		TotalOrders:       totalOrders,
 		TotalPayments:     totalPayments,
 		AverageOrderValue: averageOrderValue,

internal/processor/analytics_processor_test.go

@@ -10,6 +10,7 @@ import (
 	"apskel-pos-be/internal/models"
 
 	"github.com/google/uuid"
+	"github.com/stretchr/testify/assert"
 	"github.com/stretchr/testify/require"
 )
 
@@ -24,10 +25,11 @@ type analyticsRepositoryStub struct {
 	exclusiveSummaryCalls   int
 	exclusiveSummaryFrom    []time.Time
 	exclusiveSummaryTo      []time.Time
+	paymentMethods          []*entities.PaymentMethodAnalytics
 }
 
-func (analyticsRepositoryStub) GetPaymentMethodAnalytics(context.Context, uuid.UUID, *uuid.UUID, time.Time, time.Time) ([]*entities.PaymentMethodAnalytics, error) {
+func (s analyticsRepositoryStub) GetPaymentMethodAnalytics(context.Context, uuid.UUID, *uuid.UUID, time.Time, time.Time) ([]*entities.PaymentMethodAnalytics, error) {
-	return nil, nil
+	return s.paymentMethods, nil
 }
 
 func (analyticsRepositoryStub) GetSalesAnalytics(context.Context, uuid.UUID, *uuid.UUID, time.Time, time.Time, string) ([]*entities.SalesAnalytics, error) {
@@ -570,3 +572,35 @@ func TestAnalyticsProcessorGetExclusiveSummaryMTDBuildsMonthToDateBreakdown(t *t
 	require.Len(t, result.DailySummary, 1)
 	require.Len(t, result.DailyTransactions, 2)
 }
+
+// EnakPoint is listed as its own method but is not money in (F9, K7).
+func TestPaymentMethodAnalytics_EnakPointIsNotCashIn(t *testing.T) {
+	repo := &analyticsRepositoryStub{paymentMethods: []*entities.PaymentMethodAnalytics{
+		{PaymentMethodName: "Tunai", PaymentMethodType: "cash", TotalAmount: 70000, OrderCount: 2, PaymentCount: 2},
+		{PaymentMethodName: "Kartu", PaymentMethodType: "card", TotalAmount: 20000, OrderCount: 1, PaymentCount: 1},
+		{PaymentMethodName: "EnakPoint", PaymentMethodType: "point", TotalAmount: 30000, OrderCount: 1, PaymentCount: 1, PointsUsed: 30000},
+	}}
+	p := NewAnalyticsProcessorImpl(repo, nil)
+
+	got, err := p.GetPaymentMethodAnalytics(context.Background(), &models.PaymentMethodAnalyticsRequest{
+		OrganizationID: uuid.New(), DateFrom: time.Now().Add(-time.Hour), DateTo: time.Now(),
+	})
+	require.NoError(t, err)
+	assert.Equal(t, 90000.0, got.Summary.TotalAmount, "money in leaves EnakPoint out")
+	assert.Equal(t, 30000.0, got.Summary.PointAmount)
+	assert.Equal(t, int64(30000), got.Summary.PointsUsed)
+	assert.Equal(t, 120000.0, got.Summary.TotalWithPoints)
+	assert.Equal(t, int64(4), got.Summary.TotalOrders)
+	assert.Equal(t, 30000.0, got.Summary.AverageOrderValue, "the value of an order includes what EnakPoint paid")
+
+	byType := map[string]models.PaymentMethodAnalyticsData{}
+	for _, d := range got.Data {
+		byType[d.PaymentMethodType] = d
+	}
+	assert.True(t, byType["cash"].CountsAsCashIn)
+	assert.False(t, byType["point"].CountsAsCashIn)
+	assert.InDelta(t, 77.78, byType["cash"].Percentage, 0.01, "shares are of the money received")
+	assert.InDelta(t, 22.22, byType["card"].Percentage, 0.01)
+	assert.Zero(t, byType["point"].Percentage)
+	assert.Equal(t, int64(30000), byType["point"].PointsUsed)
+}

internal/processor/point_payment_db_test.go

@@ -5,6 +5,7 @@ import (
 	"os"
 	"sync"
 	"testing"
+	"time"
 
 	"github.com/alicebob/miniredis/v2"
 	"github.com/google/uuid"
@@ -374,3 +375,27 @@ func TestPointPayment_InApp(t *testing.T) {
 	require.NoError(t, e.db.Raw(`SELECT created_by_user::text FROM wallet_transactions WHERE customer_id = ? AND type = 'PAYMENT' LIMIT 1`, owner).Scan(&createdBy).Error)
 	assert.Nil(t, createdBy, "no cashier took an in-app payment")
 }
+
+// The payment method report counts only money actually received as money in; the
+// EnakPoint part is listed apart (F9).
+func TestPointPayment_ReportKeepsEnakPointOutOfCashIn(t *testing.T) {
+	e := newPointPaymentEnv(t)
+	customer := e.customerWith(100000)
+	order := e.order(customer, 87500)
+	_, err := e.payPoints(order, 20000, e.code(customer))
+	require.NoError(t, err)
+	_, err = e.orders.CreatePayment(e.ctx, &models.CreatePaymentRequest{OrderID: order, PaymentMethodID: e.cash, Amount: 67500})
+	require.NoError(t, err)
+
+	report, err := NewAnalyticsProcessorImpl(repository.NewAnalyticsRepositoryImpl(e.db), nil).GetPaymentMethodAnalytics(context.Background(),
+		&models.PaymentMethodAnalyticsRequest{OrganizationID: e.org, DateFrom: time.Now().Add(-time.Hour), DateTo: time.Now().Add(time.Hour)})
+	require.NoError(t, err)
+	assert.Equal(t, 67500.0, report.Summary.TotalAmount, "money in is the cash, not the order total")
+	assert.Equal(t, 20000.0, report.Summary.PointAmount)
+	assert.Equal(t, int64(20000), report.Summary.PointsUsed)
+	assert.Equal(t, 87500.0, report.Summary.TotalWithPoints)
+	require.Len(t, report.Data, 2)
+	for _, d := range report.Data {
+		assert.Equal(t, d.PaymentMethodType != "point", d.CountsAsCashIn, d.PaymentMethodName)
+	}
+}

internal/repository/analytics_repository.go

@@ -99,7 +99,8 @@ func (r *AnalyticsRepositoryImpl) GetPaymentMethodAnalytics(ctx context.Context,
 			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
+			COUNT(p.id) as payment_count,
+			COALESCE(SUM(p.points_used), 0) as points_used
 		`).
 		Joins("JOIN payment_methods pm ON p.payment_method_id = pm.id").
 		Joins("JOIN orders o ON p.order_id = o.id").

internal/transformer/analytics_transformer.go

@@ -60,6 +60,8 @@ func PaymentMethodAnalyticsModelToContract(resp *models.PaymentMethodAnalyticsRe
 			OrderCount:        item.OrderCount,
 			PaymentCount:      item.PaymentCount,
 			Percentage:        item.Percentage,
+			PointsUsed:        item.PointsUsed,
+			CountsAsCashIn:    item.CountsAsCashIn,
 		})
 	}
 
@@ -72,6 +74,9 @@ func PaymentMethodAnalyticsModelToContract(resp *models.PaymentMethodAnalyticsRe
 		GroupBy:        resp.GroupBy,
 		Summary: contract.PaymentMethodSummary{
 			TotalAmount:       resp.Summary.TotalAmount,
+			PointAmount:       resp.Summary.PointAmount,
+			PointsUsed:        resp.Summary.PointsUsed,
+			TotalWithPoints:   resp.Summary.TotalWithPoints,
 			TotalOrders:       resp.Summary.TotalOrders,
 			TotalPayments:     resp.Summary.TotalPayments,
 			AverageOrderValue: resp.Summary.AverageOrderValue,
@@ -617,6 +622,8 @@ func DashboardAnalyticsModelToContract(resp *models.DashboardAnalyticsResponse)
 			OrderCount:        item.OrderCount,
 			PaymentCount:      item.PaymentCount,
 			Percentage:        item.Percentage,
+			PointsUsed:        item.PointsUsed,
+			CountsAsCashIn:    item.CountsAsCashIn,
 		})
 	}