Class: Crm::Reports::ReportsController

Inherits:
CrmController
  • Object
show all
Defined in:
app/controllers/crm/reports/reports_controller.rb

Instance Method Summary collapse

Instance Method Details

#ar_report ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 50

def ar_report
  @store_id = params[:store_id].present? ? params[:store_id].to_i : ["1,2"]
  @doc_type = params[:document_reference].present? ? " and doc_type = '#{params[:document_reference]}' " : ""
  @order_reference = params[:order_number].present? ? " and order_number = '#{params[:order_number]}'" : ""
  @po_number = params[:po_number].present? ? " and po_number = '#{params[:po_number]}'" : ""
  @customer_full_name = params[:customer_full_name].present? ? " and (select p.full_name from parties p where p.id = view_ar_details.customer_id) like '%#{params[:customer_full_name].to_s}%'" : ""
  @customer_id_number = params[:customer_id_number].present? ? " and (customer_id in (select p1.id from parties p1 where (p1.parent_id = #{params[:customer_id_number]} or p1.id = #{params[:customer_id_number]}))) " : ""
    @result_set = ViewArDetail.where(" company in (#{@store_id}) #{@customer_full_name} #{@customer_id_number} #{@doc_type} #{@order_reference} #{@po_number}").\
                               select("po_number,company,customer_id,(select p.full_name from parties p where p.id = view_ar_details.customer_id) as customer_name,doc_type,document_number,invoice_id,document_date,due_date,gl_date,order_type,order_number,original_amount,open_amount,currency")

    respond_to do |format|
      format.html
      format.csv do
        csv_string = CSV.generate do |csv|
          original_amount_total = 0
      		open_amount_total = 0
          # header row
          csv << ["Company","Customer_id","Name","Doc Type","Doc Number","INV","Doc Date","Due Date","GL Date","Order Type","Order Number","Original Amount","Open Amount","Currency"]
          # data rows
          @result_set.each do |s|
            original_amount_total += s.original_amount
    				open_amount_total += s.open_amount
            csv << [s.company,s.customer_id,s.customer_name,s.doc_type,s.document_number,s.invoice_id,s.document_date,s.due_date,s.gl_date,s.order_type,s.order_number,s.original_amount,s.open_amount,s.currency]
          end
          csv << []
          csv << ["","","","","","","","","","","TOTALS",number_to_currency(original_amount_total),number_to_currency(open_amount_total),""]

        end
          # send it to the browsah
          send_data csv_string,
                  :type => 'text/csv; charset=iso-8859-1; header=present',
                  :disposition => "attachment; filename=ar_detail_report.csv"
      end
    end
end

#ar_summary_report ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 86

def ar_summary_report
  @end_date = params[:end_date].blank? ? Date.current.to_date : (params[:end_date]).to_date
  @store_id = params[:store_id].present? ? params[:store_id].to_i : "1,2"
  @pos_neg = "<>" if params[:balance_type].blank?
  @pos_neg = "<" if params[:balance_type] == '-'
  @pos_neg = ">" if params[:balance_type] == '+'
  @billing_address_id = params[:billing_address_id].present? ? " parties.billing_address_id = #{params[:billing_address_id]} and " : ""
  @customer_id = params[:customer_id_number].present? ? " (select p1.id from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) = #{params[:customer_id_number]} and " : ""

  @result_set = Party.joins("inner join (select customer_id, sum(open_amount) as total_amount, \
                              case when document_date >= current_date - interval '30 days' and document_date <= current_date then sum(open_amount) ELSE 0 END as current, \
                              case when document_date >= current_date - interval '60 days' and document_date < current_date - interval '30 days' then sum(open_amount) ELSE 0 END as over_30, \
                              case when document_date >= current_date - interval '90 days' and document_date < current_date - interval '60 days' then sum(open_amount) ELSE 0 END as over_60, \
                              case when document_date < current_date - interval '90 days' then sum(open_amount) ELSE 0 END as over_90 \
                              from view_ar_details  where document_date <= '#{@end_date}' group by document_date,customer_id) a on a.customer_id = parties.id").\
                      where("#{@billing_address_id} #{@customer_id} total_amount #{@pos_neg} 0 and (select (select c.store_id from catalogs c where c.id = p1.catalog_id) from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) in (#{@store_id})").\
                      select("(select p1.id from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) as cust_id,(select a.state_code from addresses a where a.id = parties.billing_address_id) as state_code, \
                      (select p1.full_name from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) as customer_name, \
                      (select (select (select s.country_iso3 from stores s where s.id = c.store_id) from catalogs c where c.id = p1.catalog_id) from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) as store_id,(select p1.catalog_id from parties p1 where p1.id = (select a.party_id from addresses a where a.id = parties.billing_address_id)) as catalog_id, \
                      parties.billing_address_id,sum(a.total_amount) as total_amount,sum(a.current) as current_amount,sum(a.over_30) as over_30,sum(a.over_60) as over_60,sum(a.over_90) as over_90").\
                      group("parties.billing_address_id")

    respond_to do |format|
      format.html
      format.csv do
        csv_string = CSV.generate do |csv|
          total_amount = 0
      		current = 0
      		over_30 = 0
      		over_60 = 0
      		over_90 = 0
        # header row
        csv << ["Store_id","Customer_id","Name","Billing Address ID","State","Total Amt","Current","30","60","90"]
        # data rows
        @result_set.sort_by{|a| a.total_amount.to_i}.each do |r|

    			total_amount += r.total_amount.to_i
    			current += r.current.to_i
    			over_30 += r.over_30.to_i
    			over_60 += r.over_60.to_i
    			over_90 += r.over_90.to_i

         csv << [r.store_id,r.cust_id,r.customer_name,r.billing_address_id,r.state_code,number_to_currency(r.total_amount),number_to_currency(r.current), number_to_currency(r.over_30),number_to_currency(r.over_60),number_to_currency(r.over_90)]
       end
       csv << []
       csv << ["","","","","TOTALS",number_to_currency(total_amount),number_to_currency(current),number_to_currency(over_30),number_to_currency(over_60),number_to_currency(over_90)]
        end
        # send it to the browsah
        send_data csv_string,
                :type => 'text/csv; charset=iso-8859-1; header=present',
                :disposition => "attachment; filename=ar_summary_report.csv"
      end
    end
end

#export_to_csv(header_titles, data, title) ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 141

def export_to_csv(header_titles,data,title)
  respond_to do |format|
    format.html
    format.csv do
      csv_string = CSV.generate do |csv|
        # header row
        csv << header_titles

        # data rows
        data.each do |d|
          csv << d
        end
      end

      # send it to the browsah
      send_data csv_string,
                :type => 'text/csv; charset=iso-8859-1; header=present',
                :disposition => "attachment; filename=#{title}.csv"
    end
  end
end

#gross_sales_legacy ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 23

def gross_sales_legacy
  @year = (params[:year] || Date.current.year).to_i
  @month = (params[:month] || Date.current.month).to_i
  start_date = Date.new(@year,@month,1)
  end_date = start_date + 1.month
  @days = (1..Time.days_in_month(@month,@year)).to_a.reverse!

  if @month == Date.current.month and @year == Date.current.year
    day_today = Date.current.day
    @days.delete_if{|d| d > day_today }
  end

  @orders = ViewSalesGrossByRep.all(:conditions => ["shipped_date >= ? and shipped_date < ?",start_date,end_date], :order => "currency,shipped_date,sales_rep").group_by(&:currency)

  if @year < 2009
    flash[:error] = "No report is available before 2009"
    redirect_to :action => :index
  end
end

#index ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 20

def index
end

#invoice_matching ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 43

def invoice_matching
  raise "Discontinued"
end

#parse_date_or_default(date_string, default = nil) ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 226

def parse_date_or_default(date_string,default=nil)
  (Date.strptime(date_string, '%Y-%m-%d') rescue nil) || default
end

#pto_report ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 47

def pto_report
end

#quote_conversion ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 169

def quote_conversion
  @start_date = params[:start_date].blank? ? Date.current.beginning_of_month - 3.months : (params[:start_date])
  @end_date = params[:end_date].blank? ? Date.current.end_of_month - 1.month : (params[:end_date])
  @start_date_last = params[:start_date].blank? ? (Date.current.beginning_of_month - 3.months) - 1.year : (params[:start_date]).to_date - 1.year
  @end_date_last = params[:end_date].blank? ? (Date.current.end_of_month - 1.month) - 1.year : (params[:end_date]).to_date - 1.year
  raise "Obsolete Report"
end

#rma_report ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 177

def rma_report
  @start_date = params[:start_date].present? ? params[:start_date] : Date.current - 1.month
  @end_date = params[:end_date].present? ? params[:end_date] : Date.current
  @rma_date = " rmas.created_at between '#{@start_date}' and '#{@end_date}' "
  @customer_id = params[:customer_id].present? ? " rmas.customer_id = #{params[:customer_id]} " : ""
  @company_id = params[:store_id].present? ? " rmas.company_id = #{params[:store_id]} " : ""
  @results = Rma.select("c.short_name, rmas.customer_id,(select rep.full_name from parties rep where rep.id in (select p.primary_sales_rep_id from parties p where p.id = rmas.customer_id)) as primary_rep")\
                .select("(select p.full_name from parties p where p.id = rmas.customer_id) as full_name")\
                .select("CASE WHEN rmas.state in ('requested','awaiting_return') THEN (select sum(o.total) from orders o where o.id = li.resource_id) ELSE 0 END as rma_pending")\
                .select("CASE WHEN rmas.state in ('returned') THEN (select sum(o.total) from orders o where o.id = li.resource_id) ELSE 0 END as rma_returned")\
                .select("CASE WHEN rmas.state in ('credited','offset') THEN (select sum(o.total) from orders o where o.id = li.resource_id) ELSE 0 END as rma_credited")\
                .select("array(select distinct(r1.returned_reason) from rma_items r1 where r1.rma_id = rmas.id ) as return_code, date(rmas.created_at) as rma_date")\
                .joins("inner join (select rma_items.id,rma_items.rma_id,rma_items.state,rma_items.returned_reason from rma_items where rma_items.state <> 'voided') ri on ri.rma_id = rmas.id inner join (select companies.short_name,companies.id from companies) c on c.id = rmas.company_id inner join (select distinct(line_items.resource_id),line_items.resource_type,line_items.credit_rma_item_id from line_items where line_items.resource_type = 'Order') li on li.credit_rma_item_id = ri.id")\
                .where("#{@customer_id}")\
                .where("#{@company_id}")\
                .where("#{@rma_date}")\
                .group("rmas.state,(select sum(o.total) from orders o where o.id = li.resource_id),rmas.customer_id,date(rmas.created_at),c.short_name,array(select distinct(r1.returned_reason) from rma_items r1 where r1.rma_id = rmas.id )")\
                .order("rmas.customer_id,date(rmas.created_at)")


  respond_to do |format|
    format.html
    format.csv do
      csv_string = CSV.generate do |csv|
        # header row
        csv << ["Store","Customer_id","Name","Primary Rep","Return Reason(s)","Received","Pending","Credited","RMA Created Date"]
        total_credited = 0
    		total_received = 0
    		total_pending = 0
        # data rows
        @results.group_by{|m| m.rma_date}.each do |rma_date,d|
          total_credited += d.sum{|t| t.rma_credited.to_f}
    			total_received += d.sum{|t| t.rma_returned.to_f}
    			total_pending += d.sum{|t| t.rma_pending.to_f}
    			d.group_by{|c| c.customer_id}.each do |customer_id,r|
            csv << [r.map{|t| t.short_name}.uniq,customer_id,r.map{|t| t.full_name}.uniq,r.map{|t| t.primary_rep}.uniq,r.map{|t| t.return_code}.uniq,number_to_currency(r.sum{|t| t.rma_returned.to_f}),number_to_currency(r.sum{|t| t.rma_pending.to_f}),number_to_currency(r.sum{|t| t.rma_credited.to_f}),rma_date]
          end
        end
        csv << ["","","","","TOTAL",number_to_currency(total_received),number_to_currency(total_pending),number_to_currency(total_credited)]
      end

      # send it to the browsah
      send_data csv_string,
                :type => 'text/csv; charset=iso-8859-1; header=present',
                :disposition => "attachment; filename=rma_report.csv"
    end
  end
end

#show ⇒ Object

require_role "employee"



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# File 'app/controllers/crm/reports/reports_controller.rb', line 7

def show
  begin
    @report = Report.build(params)
    @report.perform if params[:commit].present?
    respond_to do |format|
      format.html { render :action => "#{@report.report_key}/report", :layout => 'crm/crm_report' }
    end
  rescue NameError => exc
    flash[:error] = "Report does not exist. #{exc.to_s}"
    redirect_back_or_to dashboard_path
  end
end

#week_names(week_num, week_year) ⇒ Object 



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# File 'app/controllers/crm/reports/reports_controller.rb', line 163

def week_names( week_num, week_year )
    week_start = Date.commercial( week_year, week_num, 1 )
    week_name = 'Week of: ' + week_start.strftime( "%m/%d/%y" )
  return week_name
end