Merge branch 'test/ar-summary-report-optimization' into v5-develop
This commit is contained in:
David Bomba
commit
fc3ce17d15
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@ -0,0 +1,594 @@
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<?php
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namespace Tests\Unit;
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use Tests\TestCase;
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use App\Models\Account;
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use App\Models\User;
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use App\Models\Client;
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use App\Models\Invoice;
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use App\Models\Company;
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use App\Utils\Traits\MakesHash;
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use Illuminate\Support\Facades\DB;
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use Illuminate\Foundation\Testing\DatabaseTransactions;
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/**
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* Test AR Summary Report optimization strategy.
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*
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* This test compares the current N+1 query approach (6 queries per client)
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* against an optimized single-query approach using CASE statements.
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*/
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class ARSummaryReportOptimizationTest extends TestCase
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{
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use DatabaseTransactions, MakesHash;
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protected Company $company;
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protected User $user;
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protected array $testClients = [];
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protected array $testInvoices = [];
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protected function setUp(): void
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{
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parent::setUp();
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$account = Account::factory()->create();
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$this->company = Company::factory()->create([
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'account_id' => $account->id,
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]);
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$this->user = User::factory()->create([
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'account_id' => $account->id,
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]);
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}
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/**
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* Create test data: clients with invoices in various aging buckets.
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*/
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private function createTestData(int $clientCount = 10): void
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{
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$now = now()->startOfDay();
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for ($i = 0; $i < $clientCount; $i++) {
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$client = Client::factory()->create([
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'company_id' => $this->company->id,
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'user_id' => $this->user->id,
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'name' => "Test Client {$i}",
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'number' => "CLI-{$i}",
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]);
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$this->testClients[] = $client;
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// Create invoices in different aging buckets
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$invoiceScenarios = [
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// Current (due in future or no due date)
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['balance' => 100, 'due_date' => $now->copy()->addDays(10), 'status' => Invoice::STATUS_SENT],
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['balance' => 50, 'due_date' => null, 'status' => Invoice::STATUS_SENT],
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// 0-30 days overdue
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['balance' => 200, 'due_date' => $now->copy()->subDays(15), 'status' => Invoice::STATUS_SENT],
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['balance' => 150, 'due_date' => $now->copy()->subDays(25), 'status' => Invoice::STATUS_PARTIAL],
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// 31-60 days overdue
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['balance' => 300, 'due_date' => $now->copy()->subDays(45), 'status' => Invoice::STATUS_SENT],
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// 61-90 days overdue
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['balance' => 400, 'due_date' => $now->copy()->subDays(75), 'status' => Invoice::STATUS_SENT],
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// 91-120 days overdue
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['balance' => 500, 'due_date' => $now->copy()->subDays(105), 'status' => Invoice::STATUS_SENT],
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// 120+ days overdue
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['balance' => 600, 'due_date' => $now->copy()->subDays(150), 'status' => Invoice::STATUS_SENT],
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['balance' => 700, 'due_date' => $now->copy()->subDays(365), 'status' => Invoice::STATUS_PARTIAL],
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];
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foreach ($invoiceScenarios as $scenario) {
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$invoice = Invoice::factory()->create([
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'company_id' => $this->company->id,
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'user_id' => $this->user->id,
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'client_id' => $client->id,
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'status_id' => $scenario['status'],
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'balance' => $scenario['balance'],
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'amount' => $scenario['balance'],
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'due_date' => $scenario['due_date'],
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'is_deleted' => false,
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]);
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$this->testInvoices[] = $invoice;
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}
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}
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}
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/**
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* Current implementation: N+1 query approach (6 queries per client).
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*/
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private function getCurrentImplementationResults(Client $client): array
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{
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$now = now()->startOfDay();
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// Current invoices
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$current = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->where('is_deleted', 0)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where(function ($query) use ($now) {
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$query->where('due_date', '>', $now)
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->orWhereNull('due_date');
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})
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->sum('balance');
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// 0-30 days
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$age_30 = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where('is_deleted', 0)
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->whereBetween('due_date', [$now->copy()->subDays(30), $now])
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->sum('balance');
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// 31-60 days
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$age_60 = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where('is_deleted', 0)
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->whereBetween('due_date', [$now->copy()->subDays(60), $now->copy()->subDays(31)])
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->sum('balance');
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// 61-90 days
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$age_90 = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where('is_deleted', 0)
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->whereBetween('due_date', [$now->copy()->subDays(90), $now->copy()->subDays(61)])
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->sum('balance');
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// 91-120 days
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$age_120 = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where('is_deleted', 0)
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->whereBetween('due_date', [$now->copy()->subDays(120), $now->copy()->subDays(91)])
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->sum('balance');
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// 120+ days
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$age_120_plus = Invoice::withTrashed()
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->where('client_id', $client->id)
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->where('company_id', $client->company_id)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->where('is_deleted', 0)
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->whereBetween('due_date', [$now->copy()->subYears(20), $now->copy()->subDays(121)])
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->sum('balance');
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return [
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'current' => $current,
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'age_30' => $age_30,
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'age_60' => $age_60,
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'age_90' => $age_90,
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'age_120' => $age_120,
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'age_120_plus' => $age_120_plus,
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'total' => $current + $age_30 + $age_60 + $age_90 + $age_120 + $age_120_plus,
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];
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}
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/**
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* Optimized implementation: Single query with CASE statements.
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*/
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private function getOptimizedImplementationResults(array $clientIds)
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{
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$now = now()->startOfDay();
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$nowStr = $now->toDateString();
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$date_30 = $now->copy()->subDays(30)->toDateString();
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$date_31 = $now->copy()->subDays(31)->toDateString();
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$date_60 = $now->copy()->subDays(60)->toDateString();
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$date_61 = $now->copy()->subDays(61)->toDateString();
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$date_90 = $now->copy()->subDays(90)->toDateString();
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$date_91 = $now->copy()->subDays(91)->toDateString();
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$date_120 = $now->copy()->subDays(120)->toDateString();
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$date_121 = $now->copy()->subDays(121)->toDateString();
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$pastDate = $now->copy()->subYears(20)->toDateString();
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$results = DB::table('invoices')
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->selectRaw('
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client_id,
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SUM(CASE
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WHEN (due_date > ? OR due_date IS NULL)
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THEN balance
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ELSE 0
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END) as current,
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SUM(CASE
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WHEN due_date BETWEEN ? AND ?
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THEN balance
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ELSE 0
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END) as age_30,
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SUM(CASE
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WHEN due_date BETWEEN ? AND ?
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THEN balance
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ELSE 0
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END) as age_60,
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SUM(CASE
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WHEN due_date BETWEEN ? AND ?
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THEN balance
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ELSE 0
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END) as age_90,
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SUM(CASE
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WHEN due_date BETWEEN ? AND ?
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THEN balance
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ELSE 0
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END) as age_120,
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SUM(CASE
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WHEN due_date BETWEEN ? AND ?
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THEN balance
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ELSE 0
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END) as age_120_plus,
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SUM(balance) as total
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', [
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$nowStr, // current > now
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$date_30, $nowStr, // 0-30 days
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$date_60, $date_31, // 31-60 days
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$date_90, $date_61, // 61-90 days
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$date_120, $date_91, // 91-120 days
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$pastDate, $date_121, // 120+ days
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])
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->where('company_id', $this->company->id)
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->where('is_deleted', 0)
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->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
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->where('balance', '>', 0)
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->whereIn('client_id', $clientIds)
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->groupBy('client_id')
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->get()
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->keyBy('client_id');
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return $results;
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}
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/**
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* Test data quality: verify optimized query produces same results as current.
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*/
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public function testDataQualityOptimizedMatchesCurrent()
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{
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$this->createTestData(5);
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$clientIds = collect($this->testClients)->pluck('id')->toArray();
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$optimizedResults = $this->getOptimizedImplementationResults($clientIds);
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foreach ($this->testClients as $client) {
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$currentResults = $this->getCurrentImplementationResults($client);
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$optimizedResult = $optimizedResults->get($client->id);
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$this->assertNotNull($optimizedResult, "Client {$client->id} not found in optimized results");
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// Compare each aging bucket
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$this->assertEquals(
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$currentResults['current'],
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$optimizedResult->current,
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"Current balance mismatch for client {$client->name}"
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);
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$this->assertEquals(
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$currentResults['age_30'],
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$optimizedResult->age_30,
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"0-30 days balance mismatch for client {$client->name}"
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);
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$this->assertEquals(
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$currentResults['age_60'],
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$optimizedResult->age_60,
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"31-60 days balance mismatch for client {$client->name}"
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);
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$this->assertEquals(
|
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$currentResults['age_90'],
|
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$optimizedResult->age_90,
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"61-90 days balance mismatch for client {$client->name}"
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);
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$this->assertEquals(
|
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$currentResults['age_120'],
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$optimizedResult->age_120,
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"91-120 days balance mismatch for client {$client->name}"
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||||
);
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$this->assertEquals(
|
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$currentResults['age_120_plus'],
|
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$optimizedResult->age_120_plus,
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"120+ days balance mismatch for client {$client->name}"
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||||
);
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$this->assertEquals(
|
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$currentResults['total'],
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$optimizedResult->total,
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"Total balance mismatch for client {$client->name}"
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);
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}
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}
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|
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/**
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* Test edge case: client with no invoices.
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*/
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public function testClientWithNoInvoices()
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{
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$client = Client::factory()->create([
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'company_id' => $this->company->id,
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'user_id' => $this->user->id,
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||||
]);
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$currentResults = $this->getCurrentImplementationResults($client);
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$optimizedResults = $this->getOptimizedImplementationResults([$client->id]);
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// Current implementation returns 0 for all buckets
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||||
$this->assertEquals(0, $currentResults['current']);
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$this->assertEquals(0, $currentResults['total']);
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// Optimized should either not return the client or return zeros
|
||||
$optimizedResult = $optimizedResults->get($client->id);
|
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if ($optimizedResult) {
|
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$this->assertEquals(0, $optimizedResult->total);
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Test edge case: invoices with status other than SENT/PARTIAL should be excluded.
|
||||
*/
|
||||
public function testExcludesNonSentPartialInvoices()
|
||||
{
|
||||
$client = Client::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
]);
|
||||
|
||||
// Create invoices with various statuses
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => 100,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_DRAFT, // Should be excluded
|
||||
'balance' => 200,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_PAID, // Should be excluded
|
||||
'balance' => 0,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
$currentResults = $this->getCurrentImplementationResults($client);
|
||||
$optimizedResults = $this->getOptimizedImplementationResults([$client->id]);
|
||||
$optimizedResult = $optimizedResults->get($client->id);
|
||||
|
||||
// Should only count the SENT invoice
|
||||
$this->assertEquals(100, $currentResults['age_30']);
|
||||
$this->assertEquals(100, $optimizedResult->age_30);
|
||||
$this->assertEquals(100, $currentResults['total']);
|
||||
$this->assertEquals(100, $optimizedResult->total);
|
||||
}
|
||||
|
||||
/**
|
||||
* Test edge case: deleted invoices should be excluded.
|
||||
*/
|
||||
public function testExcludesDeletedInvoices()
|
||||
{
|
||||
$client = Client::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => 100,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => 200,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => true, // Should be excluded
|
||||
]);
|
||||
|
||||
$currentResults = $this->getCurrentImplementationResults($client);
|
||||
$optimizedResults = $this->getOptimizedImplementationResults([$client->id]);
|
||||
$optimizedResult = $optimizedResults->get($client->id);
|
||||
|
||||
$this->assertEquals(100, $currentResults['age_30']);
|
||||
$this->assertEquals(100, $optimizedResult->age_30);
|
||||
}
|
||||
|
||||
/**
|
||||
* Test edge case: invoices with zero balance should be excluded.
|
||||
*/
|
||||
public function testExcludesZeroBalanceInvoices()
|
||||
{
|
||||
$client = Client::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => 100,
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => 0, // Should be excluded
|
||||
'due_date' => now()->subDays(10),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
|
||||
$currentResults = $this->getCurrentImplementationResults($client);
|
||||
$optimizedResults = $this->getOptimizedImplementationResults([$client->id]);
|
||||
$optimizedResult = $optimizedResults->get($client->id);
|
||||
|
||||
$this->assertEquals(100, $currentResults['age_30']);
|
||||
$this->assertEquals(100, $optimizedResult->age_30);
|
||||
$this->assertEquals(100, $currentResults['total']);
|
||||
$this->assertEquals(100, $optimizedResult->total);
|
||||
}
|
||||
|
||||
/**
|
||||
* Performance test: compare query count between implementations.
|
||||
*/
|
||||
public function testPerformanceQueryCount()
|
||||
{
|
||||
$this->createTestData(10);
|
||||
$clientIds = collect($this->testClients)->pluck('id')->toArray();
|
||||
|
||||
// Count queries for current implementation
|
||||
DB::flushQueryLog();
|
||||
DB::enableQueryLog();
|
||||
foreach ($this->testClients as $client) {
|
||||
$this->getCurrentImplementationResults($client);
|
||||
}
|
||||
$currentQueries = DB::getQueryLog();
|
||||
// Only count invoice queries (not time zone or other queries)
|
||||
$currentQueryCount = count(array_filter($currentQueries, function($query) {
|
||||
return strpos($query['query'], 'from `invoices`') !== false;
|
||||
}));
|
||||
DB::disableQueryLog();
|
||||
|
||||
// Count queries for optimized implementation
|
||||
DB::flushQueryLog();
|
||||
DB::enableQueryLog();
|
||||
$this->getOptimizedImplementationResults($clientIds);
|
||||
$optimizedQueries = DB::getQueryLog();
|
||||
// Only count invoice queries
|
||||
$optimizedQueryCount = count(array_filter($optimizedQueries, function($query) {
|
||||
return strpos($query['query'], 'from `invoices`') !== false;
|
||||
}));
|
||||
DB::disableQueryLog();
|
||||
|
||||
// Current should be 6 queries per client (6 * 10 = 60)
|
||||
$this->assertEquals(60, $currentQueryCount, 'Current implementation should execute 6 queries per client');
|
||||
|
||||
// Optimized should be 1 query total
|
||||
$this->assertEquals(1, $optimizedQueryCount, 'Optimized implementation should execute 1 query total');
|
||||
|
||||
$improvement = $currentQueryCount / $optimizedQueryCount;
|
||||
$this->assertGreaterThan(50, $improvement, 'Optimized should be at least 50x better');
|
||||
}
|
||||
|
||||
/**
|
||||
* Performance test: measure execution time difference.
|
||||
*/
|
||||
public function testPerformanceExecutionTime()
|
||||
{
|
||||
$this->createTestData(50);
|
||||
$clientIds = collect($this->testClients)->pluck('id')->toArray();
|
||||
|
||||
// Measure current implementation time
|
||||
$currentStart = microtime(true);
|
||||
foreach ($this->testClients as $client) {
|
||||
$this->getCurrentImplementationResults($client);
|
||||
}
|
||||
$currentTime = microtime(true) - $currentStart;
|
||||
|
||||
// Measure optimized implementation time
|
||||
$optimizedStart = microtime(true);
|
||||
$this->getOptimizedImplementationResults($clientIds);
|
||||
$optimizedTime = microtime(true) - $optimizedStart;
|
||||
|
||||
// Optimized should be significantly faster
|
||||
$this->assertLessThan($currentTime, $optimizedTime, 'Optimized should be faster');
|
||||
|
||||
$speedup = $currentTime / $optimizedTime;
|
||||
dump([
|
||||
'clients' => 50,
|
||||
'current_time' => round($currentTime, 4) . 's',
|
||||
'optimized_time' => round($optimizedTime, 4) . 's',
|
||||
'speedup' => round($speedup, 2) . 'x',
|
||||
]);
|
||||
}
|
||||
|
||||
/**
|
||||
* Test aging bucket boundaries are correct.
|
||||
*/
|
||||
public function testAgingBucketBoundaries()
|
||||
{
|
||||
$client = Client::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
]);
|
||||
|
||||
$now = now()->startOfDay();
|
||||
|
||||
// Create invoices exactly on bucket boundaries
|
||||
$boundaries = [
|
||||
['days' => 0, 'balance' => 100, 'expected_bucket' => 'age_30'], // Today = 0-30
|
||||
['days' => 30, 'balance' => 200, 'expected_bucket' => 'age_30'], // Exactly 30 days
|
||||
['days' => 31, 'balance' => 300, 'expected_bucket' => 'age_60'], // Exactly 31 days
|
||||
['days' => 60, 'balance' => 400, 'expected_bucket' => 'age_60'], // Exactly 60 days
|
||||
['days' => 61, 'balance' => 500, 'expected_bucket' => 'age_90'], // Exactly 61 days
|
||||
['days' => 90, 'balance' => 600, 'expected_bucket' => 'age_90'], // Exactly 90 days
|
||||
['days' => 91, 'balance' => 700, 'expected_bucket' => 'age_120'], // Exactly 91 days
|
||||
['days' => 120, 'balance' => 800, 'expected_bucket' => 'age_120'], // Exactly 120 days
|
||||
['days' => 121, 'balance' => 900, 'expected_bucket' => 'age_120_plus'], // Exactly 121 days
|
||||
];
|
||||
|
||||
foreach ($boundaries as $boundary) {
|
||||
Invoice::factory()->create([
|
||||
'company_id' => $this->company->id,
|
||||
'user_id' => $this->user->id,
|
||||
'client_id' => $client->id,
|
||||
'status_id' => Invoice::STATUS_SENT,
|
||||
'balance' => $boundary['balance'],
|
||||
'due_date' => $now->copy()->subDays($boundary['days']),
|
||||
'is_deleted' => false,
|
||||
]);
|
||||
}
|
||||
|
||||
$currentResults = $this->getCurrentImplementationResults($client);
|
||||
$optimizedResults = $this->getOptimizedImplementationResults([$client->id]);
|
||||
$optimizedResult = $optimizedResults->get($client->id);
|
||||
|
||||
// Both implementations should produce same bucket totals
|
||||
foreach (['age_30', 'age_60', 'age_90', 'age_120', 'age_120_plus'] as $bucket) {
|
||||
$this->assertEquals(
|
||||
$currentResults[$bucket],
|
||||
$optimizedResult->$bucket,
|
||||
"Bucket boundary mismatch for {$bucket}"
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
Loading…
Reference in New Issue