feat(inventory): 新增庫存分析模組
- 實作 InventoryAnalysisController 與 TurnoverService - 新增庫存分析前端頁面 (Inventory/Analysis/Index.tsx) - 整合路由與選單 - 統一分頁邏輯與狀態顯示 - 更新 UI Consistency Skill 文件
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<?php
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namespace App\Modules\Inventory\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Inventory\Models\Category;
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use App\Modules\Inventory\Models\Warehouse;
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use App\Modules\Inventory\Services\TurnoverService;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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class InventoryAnalysisController extends Controller
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{
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protected $turnoverService;
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public function __construct(TurnoverService $turnoverService)
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{
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$this->turnoverService = $turnoverService;
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}
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public function index(Request $request)
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{
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$filters = $request->only([
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'warehouse_id', 'category_id', 'search', 'per_page', 'sort_by', 'sort_order', 'status'
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]);
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$analysisData = $this->turnoverService->getAnalysisData($filters, $request->input('per_page', 10));
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$kpis = $this->turnoverService->getKPIs($filters);
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return Inertia::render('Inventory/Analysis/Index', [
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'analysisData' => $analysisData,
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'kpis' => $kpis,
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'warehouses' => Warehouse::select('id', 'name')->get(),
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'categories' => Category::select('id', 'name')->get(),
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'filters' => $filters,
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]);
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}
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}
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@@ -14,6 +14,7 @@ use App\Modules\Inventory\Controllers\AdjustDocController;
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use App\Modules\Inventory\Controllers\InventoryReportController;
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use App\Modules\Inventory\Controllers\StockQueryController;
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use App\Modules\Inventory\Controllers\InventoryAnalysisController;
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Route::middleware('auth')->group(function () {
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@@ -32,6 +33,11 @@ Route::middleware('auth')->group(function () {
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Route::get('/inventory/report/{product}', [InventoryReportController::class, 'show'])->name('inventory.report.show');
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});
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// 庫存分析 (Inventory Analysis)
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Route::middleware('permission:inventory_report.view')->group(function () {
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Route::get('/inventory/analysis', [InventoryAnalysisController::class, 'index'])->name('inventory.analysis.index');
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});
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// 類別管理 (用於商品對話框) - 需要商品權限
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Route::middleware('permission:products.view')->group(function () {
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Route::get('/categories', [CategoryController::class, 'index'])->name('categories.index');
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247
app/Modules/Inventory/Services/TurnoverService.php
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247
app/Modules/Inventory/Services/TurnoverService.php
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<?php
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namespace App\Modules\Inventory\Services;
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use App\Modules\Inventory\Models\InventoryTransaction;
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use App\Modules\Inventory\Models\Product;
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use Illuminate\Support\Facades\DB;
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use Carbon\Carbon;
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class TurnoverService
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{
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/**
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* Get inventory turnover analysis data
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*/
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public function getAnalysisData(array $filters, int $perPage = 20)
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{
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$warehouseId = $filters['warehouse_id'] ?? null;
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$categoryId = $filters['category_id'] ?? null;
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$search = $filters['search'] ?? null;
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$statusFilter = $filters['status'] ?? null; // 'dead', 'slow', 'normal'
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// Base query for products with their current inventory sum
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$query = Product::query()
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->select([
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'products.id',
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'products.code',
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'products.name',
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'categories.name as category_name',
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'products.cost_price', // Assuming cost_price exists for value calculation
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])
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->leftJoin('categories', 'products.category_id', '=', 'categories.id')
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->leftJoin('inventories', 'products.id', '=', 'inventories.product_id')
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->groupBy(['products.id', 'products.code', 'products.name', 'categories.name', 'products.cost_price']);
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// Filter by Warehouse (Current Inventory)
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if ($warehouseId) {
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$query->where('inventories.warehouse_id', $warehouseId);
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}
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// Filter by Category
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if ($categoryId) {
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$query->where('products.category_id', $categoryId);
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}
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// Filter by Search
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if ($search) {
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$query->where(function($q) use ($search) {
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$q->where('products.name', 'like', "%{$search}%")
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->orWhere('products.code', 'like', "%{$search}%");
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});
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}
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// Add Aggregated Columns
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// 1. Current Inventory Quantity
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$query->addSelect(DB::raw('COALESCE(SUM(inventories.quantity), 0) as current_stock'));
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// 2. Sales in last 30 days (Outbound)
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// We need a subquery or join for this to be efficient, or we use a separate query and map.
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// Given potentially large data, subquery per row might be slow, but for pagination it's okay-ish.
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// Better approach: Join with a subquery of aggregated transactions.
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$thirtyDaysAgo = Carbon::now()->subDays(30);
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// Subquery for 30-day sales
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$salesSubquery = InventoryTransaction::query()
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->select('inventories.product_id', DB::raw('ABS(SUM(inventory_transactions.quantity)) as sales_qty_30d'))
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->join('inventories', 'inventory_transactions.inventory_id', '=', 'inventories.id')
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->where('inventory_transactions.type', '出庫') // Adjust type as needed based on actual data
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->where('inventory_transactions.actual_time', '>=', $thirtyDaysAgo)
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->groupBy('inventories.product_id');
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if ($warehouseId) {
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$salesSubquery->where('inventories.warehouse_id', $warehouseId);
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}
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$query->leftJoinSub($salesSubquery, 'sales_30d', function ($join) {
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$join->on('products.id', '=', 'sales_30d.product_id');
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});
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$query->addSelect(DB::raw('COALESCE(sales_30d.sales_qty_30d, 0) as sales_30d'));
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// 3. Last Sale Date
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// Use max actual_time from outbound transactions
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$lastSaleSubquery = InventoryTransaction::query()
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->select('inventories.product_id', DB::raw('MAX(actual_time) as last_sale_date'))
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->join('inventories', 'inventory_transactions.inventory_id', '=', 'inventories.id')
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->where('inventory_transactions.type', '出庫')
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->groupBy('inventories.product_id');
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if ($warehouseId) {
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$lastSaleSubquery->where('inventories.warehouse_id', $warehouseId);
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}
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$query->leftJoinSub($lastSaleSubquery, 'last_sales', function ($join) {
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$join->on('products.id', '=', 'last_sales.product_id');
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});
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$query->addSelect('last_sales.last_sale_date');
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// Apply Status Filter (Dead Stock etc) requires having clauses or wrapper query.
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// Dead Stock: stock > 0 AND (last_sale_date < 90 days ago OR last_sale_date IS NULL)
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// Slow Moving: turnover days > X?
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// Let's modify query to handle ordering and filtering on calculated fields if possible.
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// For simplicity in Laravel, we might fetch and transform, but pagination breaks.
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// We'll use HAVING for status filtering if needed.
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// Order by
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$sortBy = $filters['sort_by'] ?? 'turnover_days'; // Default sort
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$sortOrder = $filters['sort_order'] ?? 'desc';
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// Turnover Days Calculation in SQL: (stock / (sales_30d / 30)) => (stock * 30) / sales_30d
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// Handle division by zero: if sales_30d is 0, turnover is 'Inf' (or very high number like 9999)
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$turnoverDaysSql = "CASE WHEN COALESCE(sales_30d.sales_qty_30d, 0) > 0
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THEN (COALESCE(SUM(inventories.quantity), 0) * 30) / sales_30d.sales_qty_30d
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ELSE 9999 END";
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$query->addSelect(DB::raw("$turnoverDaysSql as turnover_days"));
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// Only show items with stock > 0 ? User might want to see out of stock items too?
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// Usually analysis focuses on what IS in stock. But Dead Stock needs items with stock.
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// Stock-out analysis needs items with 0 stock.
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// Let's filter stock > 0 by default for "Turnover Analysis".
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// $query->havingRaw('current_stock > 0');
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// Wait, better to let user filter?
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// For dead stock, definitive IS stock > 0.
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if ($statusFilter === 'dead') {
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$ninetyDaysAgo = Carbon::now()->subDays(90);
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$query->havingRaw("current_stock > 0 AND (last_sale_date < ? OR last_sale_date IS NULL)", [$ninetyDaysAgo]);
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}
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// Apply Sorting
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if ($sortBy === 'turnover_days') {
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$query->orderByRaw("$turnoverDaysSql $sortOrder");
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} else if (in_array($sortBy, ['current_stock', 'sales_30d', 'last_sale_date'])) {
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$query->orderBy($sortBy, $sortOrder);
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} else {
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$query->orderBy('products.code', 'asc');
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}
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return $query->paginate($perPage)->withQueryString()->through(function($item) {
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// Post-processing for display
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$item->turnover_days_display = $item->turnover_days >= 9999 ? '∞' : number_format($item->turnover_days, 1);
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// Determine Status Label
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$lastSale = $item->last_sale_date ? Carbon::parse($item->last_sale_date) : null;
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$daysSinceSale = $lastSale ? $lastSale->diffInDays(Carbon::now()) : 9999;
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if ($item->current_stock > 0 && $daysSinceSale > 90) {
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$item->status = 'dead'; // 滯銷
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$item->status_label = '滯銷';
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} elseif ($item->current_stock > 0 && $item->turnover_days > 60) {
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$item->status = 'slow'; // 週轉慢
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$item->status_label = '週轉慢';
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} elseif ($item->current_stock == 0) {
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$item->status = 'out_of_stock';
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$item->status_label = '缺貨';
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} else {
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$item->status = 'normal';
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$item->status_label = '正常';
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}
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return $item;
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});
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}
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public function getKPIs(array $filters)
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{
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// Calculates aggregate KPIs
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$warehouseId = $filters['warehouse_id'] ?? null;
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$categoryId = $filters['category_id'] ?? null;
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// Helper to build base inv query
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$buildInvQuery = function() use ($warehouseId, $categoryId) {
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$q = DB::table('inventories')
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->join('products', 'inventories.product_id', '=', 'products.id')
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->where('inventories.quantity', '>', 0);
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if ($warehouseId) $q->where('inventories.warehouse_id', $warehouseId);
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if ($categoryId) $q->where('products.category_id', $categoryId);
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return $q;
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};
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// 1. Total Inventory Value (Cost)
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$totalValue = (clone $buildInvQuery())
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->sum(DB::raw('inventories.quantity * COALESCE(products.cost_price, 0)'));
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// 2. Dead Stock Value (No sale in 90 days)
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// Need last sale date for each product-location or just product?
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// Assuming dead stock is product-level logic for simplicity.
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$ninetyDaysAgo = Carbon::now()->subDays(90);
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// Get IDs of products sold in last 90 days
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$soldProductIds = InventoryTransaction::query()
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->where('type', '出庫')
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->where('actual_time', '>=', $ninetyDaysAgo)
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->distinct()
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->pluck('inventory_id') // Wait, transaction links to inventory, inventory links to product.
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// We need product_id.
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->map(function($id) {
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return DB::table('inventories')->where('id', $id)->value('product_id');
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})
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->filter()
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->unique()
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->toArray();
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// Optimization: Use join in subquery
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$soldProductIdsQuery = DB::table('inventory_transactions')
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->join('inventories', 'inventory_transactions.inventory_id', '=', 'inventories.id')
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->where('inventory_transactions.type', '出庫')
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->where('inventory_transactions.actual_time', '>=', $ninetyDaysAgo)
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->select('inventories.product_id')
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->distinct();
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$deadStockQuery = (clone $buildInvQuery())
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->whereNotIn('products.id', $soldProductIdsQuery);
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$deadStockValue = $deadStockQuery->sum(DB::raw('inventories.quantity * COALESCE(products.cost_price, 0)'));
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$deadStockCount = $deadStockQuery->count('products.id'); // Count of inventory records (batches) or products?
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// Let's count distinct products
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$deadStockProductCount = $deadStockQuery->distinct('products.id')->count('products.id');
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// 3. Average Turnover Days (Company wide)
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// Formula: (Avg Inventory / COGS) * 365 ?
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// Simplified: (Total Stock / Total Sales 30d) * 30
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$totalStock = (clone $buildInvQuery())->sum('inventories.quantity');
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$totalSales30d = DB::table('inventory_transactions')
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->join('inventories', 'inventory_transactions.inventory_id', '=', 'inventories.id')
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->join('products', 'inventories.product_id', '=', 'products.id')
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->where('inventory_transactions.type', '出庫')
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->where('inventory_transactions.actual_time', '>=', Carbon::now()->subDays(30))
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->when($warehouseId, fn($q) => $q->where('inventories.warehouse_id', $warehouseId))
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->when($categoryId, fn($q) => $q->where('products.category_id', $categoryId))
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->sum(DB::raw('ABS(inventory_transactions.quantity)'));
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$avgTurnoverDays = $totalSales30d > 0 ? ($totalStock * 30) / $totalSales30d : 0;
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return [
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'total_stock_value' => $totalValue,
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'dead_stock_value' => $deadStockValue,
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'dead_stock_count' => $deadStockProductCount,
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'avg_turnover_days' => round($avgTurnoverDays, 1),
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];
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}
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}
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