- first_join_year, active/inactive counts, joins/exits by year - cycle_totals_by_year, open_amount_total - Unit tests for Statistics Co-authored-by: Cursor <cursoragent@cursor.com>
180 lines
4.8 KiB
Elixir
180 lines
4.8 KiB
Elixir
defmodule Mv.Statistics do
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@moduledoc """
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Aggregated statistics for members and membership fee cycles.
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Used by the statistics LiveView to display counts and sums. All functions
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accept an `opts` keyword list and pass `:actor` (and `:domain` where needed)
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to Ash reads so that policies are enforced.
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"""
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require Ash.Query
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import Ash.Expr
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alias Mv.Membership.Member
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alias Mv.MembershipFees
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alias Mv.MembershipFees.MembershipFeeCycle
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@doc """
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Returns the earliest year in which any member has a join_date.
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Used to determine the start of the "relevant" year range for statistics
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(from first membership to current year). Returns `nil` if no member has
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a join_date.
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"""
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@spec first_join_year(keyword()) :: non_neg_integer() | nil
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def first_join_year(opts) do
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query =
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Member
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|> Ash.Query.filter(expr(not is_nil(join_date)))
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|> Ash.Query.sort(join_date: :asc)
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|> Ash.Query.limit(1)
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case Ash.read_one(query, opts) do
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{:ok, nil} -> nil
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{:ok, member} -> member.join_date.year
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{:error, _} -> nil
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end
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end
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@doc """
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Returns the count of active members (exit_date is nil).
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"""
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@spec active_member_count(keyword()) :: non_neg_integer()
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def active_member_count(opts) do
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query =
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Member
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|> Ash.Query.filter(expr(is_nil(exit_date)))
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case Ash.count(query, opts) do
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{:ok, count} -> count
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{:error, _} -> 0
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end
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end
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@doc """
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Returns the count of inactive members (exit_date is not nil).
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"""
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@spec inactive_member_count(keyword()) :: non_neg_integer()
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def inactive_member_count(opts) do
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query =
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Member
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|> Ash.Query.filter(expr(not is_nil(exit_date)))
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case Ash.count(query, opts) do
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{:ok, count} -> count
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{:error, _} -> 0
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end
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end
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@doc """
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Returns the count of members who joined in the given year (join_date in that year).
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"""
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@spec joins_by_year(integer(), keyword()) :: non_neg_integer()
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def joins_by_year(year, opts) do
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first_day = Date.new!(year, 1, 1)
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last_day = Date.new!(year, 12, 31)
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query =
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Member
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|> Ash.Query.filter(expr(join_date >= ^first_day and join_date <= ^last_day))
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case Ash.count(query, opts) do
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{:ok, count} -> count
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{:error, _} -> 0
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end
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end
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@doc """
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Returns the count of members who exited in the given year (exit_date in that year).
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"""
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@spec exits_by_year(integer(), keyword()) :: non_neg_integer()
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def exits_by_year(year, opts) do
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first_day = Date.new!(year, 1, 1)
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last_day = Date.new!(year, 12, 31)
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query =
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Member
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|> Ash.Query.filter(expr(exit_date >= ^first_day and exit_date <= ^last_day))
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case Ash.count(query, opts) do
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{:ok, count} -> count
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{:error, _} -> 0
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end
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end
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@doc """
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Returns totals for membership fee cycles whose cycle_start falls in the given year.
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Returns a map with keys: `:total`, `:paid`, `:unpaid`, `:suspended` (each a Decimal sum).
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"""
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@spec cycle_totals_by_year(integer(), keyword()) :: %{
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total: Decimal.t(),
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paid: Decimal.t(),
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unpaid: Decimal.t(),
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suspended: Decimal.t()
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}
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def cycle_totals_by_year(year, opts) do
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first_day = Date.new!(year, 1, 1)
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last_day = Date.new!(year, 12, 31)
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query =
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MembershipFeeCycle
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|> Ash.Query.filter(expr(cycle_start >= ^first_day and cycle_start <= ^last_day))
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opts_with_domain = Keyword.put(opts, :domain, MembershipFees)
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case Ash.read(query, opts_with_domain) do
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{:ok, cycles} -> cycle_totals_from_cycles(cycles)
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{:error, _} -> zero_cycle_totals()
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end
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end
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defp cycle_totals_from_cycles(cycles) do
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by_status = Enum.group_by(cycles, & &1.status)
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sum = fn status -> sum_amounts(by_status[status] || []) end
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total =
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[:paid, :unpaid, :suspended]
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|> Enum.map(&sum.(&1))
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|> Enum.reduce(Decimal.new(0), &Decimal.add/2)
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%{
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total: total,
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paid: sum.(:paid),
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unpaid: sum.(:unpaid),
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suspended: sum.(:suspended)
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}
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end
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defp sum_amounts(cycles),
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do: Enum.reduce(cycles, Decimal.new(0), fn c, acc -> Decimal.add(acc, c.amount) end)
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defp zero_cycle_totals do
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%{
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total: Decimal.new(0),
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paid: Decimal.new(0),
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unpaid: Decimal.new(0),
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suspended: Decimal.new(0)
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}
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end
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@doc """
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Returns the sum of amount for all cycles with status :unpaid.
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"""
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@spec open_amount_total(keyword()) :: Decimal.t()
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def open_amount_total(opts) do
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query =
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MembershipFeeCycle
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|> Ash.Query.filter(expr(status == :unpaid))
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opts_with_domain = Keyword.put(opts, :domain, MembershipFees)
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case Ash.read(query, opts_with_domain) do
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{:ok, cycles} ->
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Enum.reduce(cycles, Decimal.new(0), fn c, acc -> Decimal.add(acc, c.amount) end)
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{:error, _} ->
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Decimal.new(0)
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end
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end
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end
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