Class: Activity::Prioritizer

Inherits:
BaseService show all
Defined in:
app/services/activity/prioritizer.rb

Defined Under Namespace

Classes: Result

Constant Summary collapse

PRIORITIZATION_SELECT = 
<<-EOS
  activities.*,
  COALESCE(cat.company_id, pc.company_id, 1) as company_id,
  activity_types.priority as activity_type_priority,
  pc.sales_priority_index,
  COALESCE(activities.original_target_datetime,activities.target_datetime,activities.created_at) as original_target_datetime,
  pc.full_name as customer_full_name,
  pc.id as customer_id,
  pc.primary_sales_rep_id,
  pc.secondary_sales_rep_id,
  pc.local_sales_rep_id,
  pc.service_rep_id,
  er.backup_rep_id
EOS

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods inherited from BaseService

#initialize, #log_debug, #logger, #options, #tagged_logger

Constructor Details

This class inherits a constructor from BaseService

Instance Attribute Details

#activity_deck ⇒ Object (readonly)

Pass these options to the initializer
:allocation_start, if not specified, will look at start_range and if not use today's date
:start_range, how far back to look for activities to reschedule
:end_range, how far ahead to look for activities to reschedule



7
8
9
 
# File 'app/services/activity/prioritizer.rb', line 7

def activity_deck
  @activity_deck
end

Class Method Details

.assignable_activity?(a) ⇒ Boolean

Returns:

  • (Boolean) 


369
370
371
372
 
# File 'app/services/activity/prioritizer.rb', line 369

def self.assignable_activity?(a)
  (a.activity_type_priority <= ActivityType::PRIORITY_MAX and (a.assignment_resource_ids.present? or a.fallback_employee_id.present?)) or
    (a.activity_type_priority > ActivityType::PRIORITY_MAX and a.assignment_resource_ids.present?)
end

.high_priority_activity_levels ⇒ Object 



374
375
376
 
# File 'app/services/activity/prioritizer.rb', line 374

def self.high_priority_activity_levels
  (1..ActivityType::PRIORITY_MAX).to_a
end

.standard_priority_activity_levels ⇒ Object 



378
379
380
 
# File 'app/services/activity/prioritizer.rb', line 378

def self.standard_priority_activity_levels
  ((ActivityType::PRIORITY_MAX + 1)..ActivityType::TOTAL_TIERS).to_a
end

.workload_based_on_matrix(assignment_matrix, rep_id, target_date, priorities = []) ⇒ Object 



203
204
205
206
207
208
209
210
211
 
# File 'app/services/activity/prioritizer.rb', line 203

def self.workload_based_on_matrix(assignment_matrix, rep_id, target_date, priorities = [])
  assignment_matrix[rep_id] ||= {}
  assignment_matrix[rep_id][target_date] ||= {}
  wl = 0
  assignment_matrix[rep_id][target_date].each do |priority, activities|
    wl += activities.size if priorities.empty? or priorities.include?(priority)
  end
  wl
end

Instance Method Details

#activities_to_process? ⇒ Boolean

Returns:

  • (Boolean) 


284
285
286
 
# File 'app/services/activity/prioritizer.rb', line 284

def activities_to_process?
  @activity_deck.present?
end

#allocate_priority_activities(activities, allocation_start) ⇒ Object 



106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
 
# File 'app/services/activity/prioritizer.rb', line 106

def allocate_priority_activities(activities, allocation_start)
  # allocation start can only start at the earliest with the original_target_datetime
  while activities.present?
    play_deck = activities.select { |a| a.original_target_datetime.to_date <= allocation_start }
    full_rep_list_ids = employees_hash.values.map(&:id)
    working_rep_ids = reps_available_for_activities_on_day(allocation_start)
    rep_ids_with_cap_reached = [] # Resets the rep with their cap reached, it's a new day!
    list_size = play_deck.size
    log_info "Allocating priority activities on #{allocation_start}, list is #{list_size}, working reps: #{working_rep_ids}, full list of reps: #{full_rep_list_ids}"
    rep_ids_in_activity_pool = play_deck.map(&:assignment_resource_ids).flatten.uniq
    play_deck.each_with_index do |a, i|
      log_info "[#{i}/#{list_size}] AID: #{a.id}, Running through priority activity, assignable to #{a.assignment_resource_ids}, working_rep_ids: #{working_rep_ids}, rep_ids_with_cap_reached: #{rep_ids_with_cap_reached} on #{allocation_start}"
      assignable_rep_ids = working_rep_ids - rep_ids_with_cap_reached
      rep_ids = (a.assignment_resource_ids & assignable_rep_ids).compact.uniq
      log_info "[#{i}/#{list_size}] AID: #{a.id}, final assignment possible: #{rep_ids}"
      rep_ids.each do |rep_id|
        if can_take_priority_activities_on_day?(rep_id, allocation_start)
          # Remove it from the global list and mark it for processing
          assign_activity(a, rep_id, allocation_start)
          # Remove it from our priority list
          activities.delete(a)
          break # no need to keep evaluating the other reps
        else
          log_warning "Cap reached for rep id #{rep_id}"
          rep_ids_with_cap_reached << rep_id
          rep_ids_in_activity_pool.delete(rep_id)
        end
      end # end rep_ids iteration
      if rep_ids_in_activity_pool.empty?
        log_warning 'No one left to allocate activities to, moving on to next day'
        break
      end
    end
    # Jump to the next day or the original target datetime of the earliest activity
    allocation_start = allocation_start.next_business_day
    rep_ids_with_cap_reached = []
  end
end

#allocate_standard_activities(activities, allocation_start) ⇒ Object 



145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
 
# File 'app/services/activity/prioritizer.rb', line 145

def allocate_standard_activities(activities, allocation_start)
  # Standard run is next
  list_size = activities.size
  # Reject unassignable activities just in case
  raise 'Some activities are unassignable, abnormal at this state' if activities.detect { |a| a.assignment_resource_ids.empty? }

  # Group by the first assignable rep id (the others do not count)
  grouped_activities = activities.group_by { |a| a.assignment_resource_ids.first }
  # Evaluate by rep
  grouped_activities.each do |rep_id, rep_activities|
    # Go through each day and fill in the rep's activities
    log_info "[Rep: #{rep_id}] looking for next working day from #{allocation_start}"
    rep_allocation_date = employees_hash[rep_id].next_working_day(allocation_start, 0) # Start on the first working day
    if rep_allocation_date.nil?
      log_info "[Rep: #{rep_id}] rep_allocation_date is not found, total activities for this rep: #{rep_activities.size}, skipping this rep"
      @unprocessed += rep_activities
      next
    end
    log_info "[Rep: #{rep_id}] [#{rep_allocation_date}] Total activities for this rep: #{rep_activities.size}"

    while rep_activities.present?
      allocatable_activities = rep_activities.select { |a| a.original_target_datetime <= rep_allocation_date.end_of_day }
      # how many can they take today?
      max_activities_today = available_activities_on_day_for_rep(rep_id, rep_allocation_date)
      log_info "[Rep: #{rep_id}] [#{rep_allocation_date}] Allocatable: #{allocatable_activities.size}, Available Slots: #{max_activities_today}"

      # pick the maximum possible for this day for this rep
      allocate_activities = allocatable_activities.shift(max_activities_today)
      # Allocate them
      assign_activity(allocate_activities, rep_id, rep_allocation_date)
      rep_activities -= allocate_activities
      log_info "[Rep: #{rep_id}] [#{rep_allocation_date}] Rep has #{rep_activities.size} remaining to allocate, moving on to next day"
      # Roll on to the next day with activities
      next_allocatable_activities_date = rep_activities.map { |a| a.original_target_datetime.try(:to_date) }.compact.min
      next_business_day = employees_hash[rep_id].next_working_day(rep_allocation_date)
      rep_allocation_date = [next_allocatable_activities_date, next_business_day].compact.max
      log_info "[Rep: #{rep_id}] About to process next working day: #{rep_allocation_date}"
    end
  end
end

#append_to_decks(activities) ⇒ Object

Takes an list of activities, divide them in time sensitive and non time sensitive queues and load up our decks accordingly with a sort



383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
 
# File 'app/services/activity/prioritizer.rb', line 383

def append_to_decks(activities)
  log_info "Reviewing #{activities.size} activities for addition to deck"

  # Append activities to deck and also fix returned values from custom select to proper type cast.
  new_rep_ids = [] # Here we will keep track of possible rep, this way we can be smart and not load the whole employee db
  new_activities = activities.select { |a| a.activity_type_priority.to_i.positive? }.map do |a|
    a.activity_type_priority = a.activity_type_priority.to_i
    a.sales_priority_index = a.sales_priority_index.to_i
    a
  end
  good_counter = 0
  bad_counter = 0
  new_activities.each do |na|
    a = prepare_activity(na)
    if a and self.class.assignable_activity?(a)
      good_counter += 1
      @activity_deck[a.id] = a
      new_rep_ids |= [a.fallback_employee_id, a.assignment_resource_ids].flatten.compact
    else
      bad_counter += 1
      log_warning " * Activity #{na.id} marked as unprocessable, no one could be assigned to it, review queue and customer data."
      @unprocessed << a
    end
  end
  log_info " * Added #{good_counter} activities to activity deck, now we have #{@activity_deck.size} good activities."
  log_info " * Unprocessable: #{bad_counter}, total in unprocessable: #{@unprocessed.size}."
  log_info " * Rep Matrix: #{new_rep_ids.size}, we now have #{employees_hash.size} loaded"
  sort_deck # Perform magical sorting
end

#assign_activity(activities, assign_rep_id, target_date) ⇒ Object 



191
192
193
194
195
196
197
198
199
200
201
 
# File 'app/services/activity/prioritizer.rb', line 191

def assign_activity(activities, assign_rep_id, target_date)
  activities = [activities].flatten
  log_info "[Rep: #{assign_rep_id}] [#{target_date}] Assigning activities #{activities.map(&:id)}"
  @assignment_matrix[assign_rep_id] ||= {}
  @assignment_matrix[assign_rep_id][target_date] ||= {}
  activities.group_by { |a| a.activity_type_priority }.each do |activity_type_priority, sub_activities|
    @assignment_matrix[assign_rep_id][target_date][activity_type_priority] ||= []
    @assignment_matrix[assign_rep_id][target_date][activity_type_priority] += sub_activities.map(&:id)
  end
  activities.each { |a| mark_processed(true, a) }
end

#available_activities_on_day_for_rep(rep_id, target_date) ⇒ Object

Returns the number of activity slots available for a rep_id on a given day
This is the maximum allocatable per day



252
253
254
255
256
257
258
259
260
261
262
263
264
 
# File 'app/services/activity/prioritizer.rb', line 252

def available_activities_on_day_for_rep(rep_id, target_date)
  target_date = target_date.to_date unless target_date.is_a?(Date)
  if emp_obj = employees_hash[rep_id]
    current = self.class.workload_based_on_matrix(@assignment_matrix, rep_id, target_date)
    max = employees_hash[rep_id].maximum_activities_per_day(target_date)
    available = [max - current, 0].max
    log_info "[Rep: #{rep_id}] [#{target_date}] Activity Load is #{current}/#{max}, #{available} available activity slots"
    available
  else
    log_error "[Rep: #{rep_id}] [#{target_date}] #{rep_id} is missing from employees_hash" unless emp_obj
    0
  end
end

#available_priority_activities_on_day_for_rep(rep_id, target_date) ⇒ Object 



266
267
268
269
270
271
272
 
# File 'app/services/activity/prioritizer.rb', line 266

def available_priority_activities_on_day_for_rep(rep_id, target_date)
  current = self.class.workload_based_on_matrix(@assignment_matrix, rep_id, target_date, self.class.high_priority_activity_levels)
  max = employees_hash[rep_id].maximum_priority_tier_activities_per_day(target_date)
  available = [max - current, 0].max
  log_info "[Rep: #{rep_id}] [#{target_date}] Priority Activity Load is #{current}/#{max}, #{available} available priority activity slots"
  available
end

#can_take_activities_on_day?(rep_id, target_date) ⇒ Boolean

Returns:

  • (Boolean) 


274
275
276
277
 
# File 'app/services/activity/prioritizer.rb', line 274

def can_take_activities_on_day?(rep_id, target_date)
  target_date = target_date.to_date unless target_date.is_a?(Date)
  available_activities_on_day_for_rep(rep_id, target_date) > 0
end

#can_take_priority_activities_on_day?(rep_id, target_date) ⇒ Boolean

Returns:

  • (Boolean) 


279
280
281
282
 
# File 'app/services/activity/prioritizer.rb', line 279

def can_take_priority_activities_on_day?(rep_id, target_date)
  target_date = target_date.to_date unless target_date.is_a?(Date)
  available_priority_activities_on_day_for_rep(rep_id, target_date) > 0
end

#commit_assignment_matrix ⇒ Object 



220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
 
# File 'app/services/activity/prioritizer.rb', line 220

def commit_assignment_matrix
  update_time = Time.current.utc.to_fs(:db)
  bad_activities = []
  @assignment_matrix.each do |rep_id, dates|
    Activity.transaction do # Grouping updates in one transaction speed things up
      dates.each do |date, priorities|
        target_datetime = WorkingHours.advance_to_closing_time(date)
        # target_datetime = target_datetime.utc.to_fs(:db)
        act_ids = []
        priorities.each do |priority, activities|
          act_ids += (activities || []).select { |i| i > 0 } # Negative ids are fake stubs at this point we ignore them
        end

        next unless act_ids.present?

        logger.info "Employee id: #{rep_id} -> Assigning #{act_ids.size} activities on #{target_datetime}, ids: #{act_ids.join(',')}"
        Activity.where(id: act_ids, activity_result_type_id: nil).find_each do |activity|
          activity.original_target_datetime ||= activity.target_datetime
          activity.original_assigned_resource_id ||= activity.assigned_resource_id
          activity.target_datetime = target_datetime
          activity.assigned_resource_id = rep_id
          activity.skip_callbacks = true # Don't run any validation or callbacks except for audit trail
          activity.skip_check_for_open_sales_activity = true
          activity.save # We want audit trails
        end
      end
    end
  end
end

#employees_hash ⇒ Object 



347
348
349
350
351
352
353
354
 
# File 'app/services/activity/prioritizer.rb', line 347

def employees_hash
  @employees_hash ||= Employee
                      .includes(:employee_events, :company, :employee_record)
                      .active
                      .select(:id, :full_name, :company_id)
                      .to_a
                      .index_by { |e| e.id }
end

#extract_time_locked_activities ⇒ Object

this method extract all time locked activities in the future and pre-fills them in our assignment matrix



300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
 
# File 'app/services/activity/prioritizer.rb', line 300

def extract_time_locked_activities
  log_info 'Extracting Time Locked Activities that are not overdue and where rep is working'
  time_locked_counter = 0
  @activity_deck.select { |aid, a| a.lock_target_datetime }.each do |aid, a|
    log_info "[AID:#{aid}] is time locked"
    if a.assigned_resource_id && employee = employees_hash[a.assigned_resource_id]
      if a.overdue? || overloaded = !can_take_activities_on_day?(a.assigned_resource_id, a.target_datetime.to_date)
        log_info "[AID:#{aid}] time locked and overdue on #{a.target_datetime.to_date}, looking for a new date" if a.overdue?
        log_info "[AID:#{aid}] time locked and rep #{employee.full_name} [#{employee.id}] is overloaded on #{a.target_datetime.to_date}, looking for a new date" if overloaded
        new_date = [Date.current, a.target_datetime.to_date].max
        until can_take_activities_on_day?(a.assigned_resource_id, new_date)
          new_date += 1.day
          new_date = employee.next_working_day(new_date, 0)
        end
        log_info "[AID:#{aid}] found new date for rep #{employee.full_name} on #{new_date}"
        new_target_datetime = WorkingHours.advance_to_closing_time(new_date)
        a.target_datetime = new_target_datetime
        log_info "[AID:#{aid}] is overdue and will be moved to next working day for employee from today #{new_target_datetime}"
        # a.new_note = "Time lock was overdue and moved to next working day for assigned employee"
        a.skip_callbacks = true
        a.save
      end
      # employees_hash[a.assigned_resource_id].working_on_day?(a.target_datetime)
      # The activity can be time locked
      time_locked_counter += 1
      # Store in assignment matrix a stub to fool our counter
      @assignment_matrix[a.assigned_resource_id] ||= {}
      @assignment_matrix[a.assigned_resource_id][a.target_datetime.to_date] ||= {}
      @assignment_matrix[a.assigned_resource_id][a.target_datetime.to_date][a.activity_type_priority] ||= []
      @assignment_matrix[a.assigned_resource_id][a.target_datetime.to_date][a.activity_type_priority] << -a.id # Negative activity id why not.
      mark_processed(true, a)
    else
      # The activity is marked time locked but is now invalid
      log_warning "[AID:#{aid}] was originally time locked but can no longer remain in that state"
      @reset_time_lock_aids << aid
    end
  end
  @assignment_matrix.each do |resource_id, target_datetime_hsh|
    target_datetime_hsh.each do |target_date, priority_hsh|
      priority_hsh.each do |priority, activity_ids|
        log_info "[Rep #{resource_id}] [#{target_date}] [Priority: #{priority}] #{activity_ids.size} locked activities: #{activity_ids.map { |aid| aid.abs }.join(', ')}"
      end
    end
  end
  log_info "Extracted #{time_locked_counter} Time Locked Activities that are assignable"
end

#initialize_deck ⇒ Object

Initialize the deck of activities to sort.



357
358
359
360
361
362
363
364
365
366
367
 
# File 'app/services/activity/prioritizer.rb', line 357

def initialize_deck
  ardeck = load_activities_for_processing
  # Append to decks and sort + clear date time as needed
  append_to_decks ardeck
  # Take all time locked activities and do something else
  extract_time_locked_activities
  # Non processable time locks get reset
  reset_time_locks
  # return true if values are present
  activities_to_process?
end

#load_activities_for_processing(start_range = nil, end_range = nil) ⇒ Object

Loads up activities suitable for reorganization based on a date range



465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
 
# File 'app/services/activity/prioritizer.rb', line 465

def load_activities_for_processing(start_range = nil, end_range = nil)
  ardeck = Activity.non_notes.open_activities.joins(:activity_type)
                   .where('target_datetime < ?', 1.year.from_now) # rule of thumb to help with strays
                   .joins('INNER JOIN parties p ON p.id = activities.party_id')
                   .joins('INNER JOIN parties pc ON pc.id = COALESCE(p.customer_id, p.id)')
                   .joins('INNER JOIN catalogs cat ON cat.id = pc.catalog_id')
                   .joins('LEFT JOIN parties e ON pc.primary_sales_rep_id = e.id')
                   .joins('LEFT JOIN employee_records er ON e.id = er.party_id')
                   .except(:select)
                   .select(PRIORITIZATION_SELECT)
  ardeck = ardeck.where(activity_types: { priority: @priorities }) if @priorities.present?
  ardeck = ardeck.where(Activity[:target_datetime].gteq(start_range.beginning_of_day)) if start_range.present?
  ardeck = ardeck.where(Activity[:target_datetime].lteq(end_range.end_of_day)) if end_range.present?
  ardeck = ardeck.limit(@deck_limit) if @deck_limit.present?
  ardeck = ardeck.where('activities.assigned_resource_id IN (:rep_ids) OR activities.original_assigned_resource_id IN (:rep_ids)', rep_ids: [@rep_ids].flatten) if @rep_ids.present?
  @activity_deck_size = ardeck.size
  ardeck
end

#log_error(msg) ⇒ Object 



489
490
491
492
 
# File 'app/services/activity/prioritizer.rb', line 489

def log_error(msg)
  super
  @block.call(@total_processed, @activity_deck_size, msg) if @block
end

#log_info(msg) ⇒ Object 



484
485
486
487
 
# File 'app/services/activity/prioritizer.rb', line 484

def log_info(msg)
  super
  @block.call(@total_processed, @activity_deck_size, msg) if @block
end

#log_warning(msg) ⇒ Object 



494
495
496
497
 
# File 'app/services/activity/prioritizer.rb', line 494

def log_warning(msg)
  super
  @block.call(@total_processed, @activity_deck_size, msg) if @block
end

#mark_processed(success, a) ⇒ Object

This marks an activity as having been processed by keeping track in an internal array



289
290
291
292
293
294
295
296
297
 
# File 'app/services/activity/prioritizer.rb', line 289

def mark_processed(success, a)
  if success
    @processed << a
  else
    @unprocessed << a
  end
  @total_processed += 1
  @activity_deck.delete(a.id)
end

#prepare_activity(activity) ⇒ Object 



423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
 
# File 'app/services/activity/prioritizer.rb', line 423

def prepare_activity(activity)
  # Pre-fetch the assignment queue, saves us time.
  at = @activity_types[activity.activity_type_id]
  company_id = activity.company_id.to_i
  resource_ids = []
  # find which assignement queue to use
  if ataq = at.activity_type_assignment_queues.detect { |ataq| ataq.company_id == company_id }
    # Setup a fake open struct customer that quacks like a customer
    customer = OpenStruct.new
    customer.id = activity.customer_id.to_i
    customer.primary_sales_rep_id = activity.primary_sales_rep_id.to_i if activity.primary_sales_rep_id.present?
    customer.secondary_sales_rep_id = activity.secondary_sales_rep_id.to_i if activity.secondary_sales_rep_id.present?
    customer.local_sales_rep_id = activity.local_sales_rep_id.to_i if activity.local_sales_rep_id.present?
    customer.service_rep_id = activity.service_rep_id.to_i if activity.service_rep_id.present?
    customer.backup_rep_id = activity.backup_rep_id.to_i if activity.backup_rep_id.present?
    current_user_id = activity.assigned_resource_id || activity.creator_id
    # Current user id must excludes non reps, activity creator could be customers
    current_user_id = nil unless current_user_id.in?(employees_hash.keys)
    resource_ids += ataq.get_full_queue_resources(customer, current_user_id)
    activity.fallback_employee_id = ataq.fallback_employee_id
    # High priority activity have the fallback assignable
    resource_ids << ataq.fallback_employee_id if ataq.fallback_employee_id && activity.activity_type_priority <= ActivityType::PRIORITY_MAX
  end
  if resource_ids.empty?
    resource_ids << activity.assigned_resource_id
    resource_ids << activity.creator_id
    resource_ids << activity.primary_sales_rep_id
  end
  # Sometime a customer ends up in the resource ids, e.g creator_id is most commong
  # by doing this intersect we ensure we only take potential reps
  resource_ids = resource_ids.compact.uniq & employees_hash.keys
  activity.assignment_resource_ids = resource_ids

  return activity if activity.assignment_resource_ids.present?

  # log_info "Activity: #{activity.id}, Activity Type #{activity.activity_type_id} possible assignments are #{activity.assignment_resource_ids.join(',')}"

  log_warning "Activity: #{activity.id}, Activity Type #{activity.activity_type_id} does not have a valid assignment possible"
  nil
end

#process(options = {}, &block) ⇒ Object

Start prioritization routine, will return a result object
options are
allocation_start: from what point you want to start allocating
deck_limit: how many activities you want to process
priorities: priorirty of activity to process
rep_ids: focus only on those rep_ids (array)
Yields back position, total to process, and info message to a block (optional)



39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
 
# File 'app/services/activity/prioritizer.rb', line 39

def process(options = {}, &block)
  @block = block
  @allocation_start = options[:allocation_start] || Date.current
  @allocation_end = @allocation_start
  raise 'Allocation cannot start in the past' if @allocation_start < Date.current

  @deck_limit = options[:deck_limit]
  @priorities = options[:priorities]
  @rep_ids = options[:rep_ids]
  @current_user_id = options[:current_user_id]
  # Initialize these arrays which will store our workload
  @activity_deck = {}
  @unprocessed = []
  @processed = []
  @loaded_days = []
  @total_processed = 0
  @reset_time_lock_aids = []

  # Now pre-load the activity types and associated assignment queues in a nice fast hash
  @activity_types = ActivityType.eager_load(:assignment_queues).index_by { |at| at.id }
  @assignment_matrix = {}

  whodunnit = ['Activity', 'Prioritizer', @current_user_id].compact.join('::')
  res = nil
  PaperTrail.request(whodunnit: whodunnit) do
    # Preload employees and their events
    initialize_deck
    log_info '* Activity Prioritizer ready to roll, call #prioritize'
    log_info " #{@activity_deck.size} activities loaded"
    log_info " #{@unprocessed.size} won't be processed"
    log_info " #{employees_hash.size} employees loaded"

    start_time = Time.current
    @allocation_end = @allocation_start.dup
    @total_activities = @activity_deck.size
    @total_processed = 0
    log_info "Prioritization started at #{start_time.to_fs(:crm_default)} for #{@total_activities} activities"
    # Start on first allocation day
    activity_deck_original_size = @activity_deck.size

    # Splitting
    log_info 'Splitting into priority and standard list'
    priority_list, standard_list = @activity_deck.values.partition { |a| a.activity_type_priority <= ActivityType::PRIORITY_MAX }
    allocate_priority_activities priority_list, @allocation_end
    allocate_standard_activities standard_list, @allocation_end

    # Commit matrix Here
    commit_assignment_matrix

    # Wrap up
    end_time = Time.current
    duration = (end_time - start_time).round(2)
    throughput = (@total_activities / duration).round(2)
    messages = []
    require 'chronic_duration'
    messages << "Prioritization ended at #{end_time.to_fs(:crm_default)}, duration: #{ChronicDuration.output(duration)}, #{throughput} activities / sec"
    messages << "!!! some activities remains and could find no allocation, total count #{@activity_deck.size}" if @activity_deck.present?
    res = Result.new(total_activities: @total_activities,
                      duration: duration,
                      throughput: throughput,
                      unprocessable: @activity_deck.size,
                      messages: messages)
    res.messages.each { |m| log_info m }
  end
  res
end

#reps_available_for_activities_on_day(day) ⇒ Object

Returns an array of employee ids that have room for activities on a given day



187
188
189
 
# File 'app/services/activity/prioritizer.rb', line 187

def reps_available_for_activities_on_day(day)
  employees_hash.values.map(&:id).select { |eid| can_take_activities_on_day?(eid, day) }
end

#reset_time_locks ⇒ Object 



213
214
215
216
217
218
 
# File 'app/services/activity/prioritizer.rb', line 213

def reset_time_locks
  return unless @reset_time_lock_aids.present?

  log_info "Resetting time locks for #{@reset_time_lock_aids.size}"
  Activity.where(id: @reset_time_lock_aids).each(&:unlock)
end

#sort_deck ⇒ Object

Sort the decks



414
415
416
417
418
419
420
421
 
# File 'app/services/activity/prioritizer.rb', line 414

def sort_deck
  log_info 'Sorting Deck'
  # The time sensitive deck will now be sorted according to the activity priority, the original activity date and the sales priority index last
  @activity_deck = @activity_deck.sort_by do |aid, a|
    [a.activity_type_priority, a.original_target_datetime, -a.sales_priority_index]
  end.to_h
  log_info 'Sorting Deck Complete'
end

#to_s ⇒ Object 



28
29
30
 
# File 'app/services/activity/prioritizer.rb', line 28

def to_s
  "Activity:Prioritizer: #{@allocation_end} << #{@activity_deck.size}"
end