Class: Maintenance::OpportunityMaintenance

Inherits:
BaseService
  • Object
show all
Defined in:
app/services/maintenance/opportunity_maintenance.rb

Instance Method Summary collapse

Methods inherited from BaseService

#initialize, #log_debug, #log_error, #log_info, #log_warning, #logger, #options, #tagged_logger

Constructor Details

This class inherits a constructor from BaseService

Instance Method Details

#cancelling_orphaned_follow_ups ⇒ Object 



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 176

def cancelling_orphaned_follow_ups
  # Catch any loose ends.
  won_opp_with_quofus = Opportunity.won.joins(:activities).merge(Activity.quofu.open_activities)
  @logger.info "Closing Quofus on #{won_opp_with_quofus.size} won opportunities"

  won_opp_with_quofus.find_each do |o|
    @logger.info "Closing Quofus on opportunity id #{o.id}"
    o.cancel_followups(include_large_op_activities: true)
  end
end

#correct_misattributed_sources(dry_run: true, since: Date.new(2024, 1, 1)) ⇒ Hash

Corrects opportunities where source was manually overridden despite having
a visit with Google Ads attribution (gclid). This restores proper attribution
for reporting and offline conversion tracking.

Parameters:

  • dry_run (Boolean) (defaults to: true) —

    If true, only logs changes without applying them

  • since (Date) (defaults to: Date.new(2024, 1, 1)) —

    Only correct opportunities created on or after this date

Returns:

  • (Hash) —

    Summary of corrections made



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 18

def correct_misattributed_sources(dry_run: true, since: Date.new(2024, 1, 1))
  @logger.info "Correcting misattributed sources (dry_run: #{dry_run}, since: #{since})"

  misattributed = Opportunity
    .joins(:visit)
    .joins('JOIN sources s_current ON s_current.id = opportunities.source_id')
    .joins('JOIN sources s_visit ON s_visit.id = visits.source_id')
    .where("visits.gclid IS NOT NULL AND visits.gclid != ''")
    .where('opportunities.source_id != visits.source_id')
    .where('opportunities.created_at >= ?', since)
    .includes(:visit, :source)

  total = misattributed.count
  corrected = 0
  errors = []

  @logger.info "Found #{total} opportunities with misattributed sources"

  misattributed.find_each do |opp|
    current_source = opp.source&.name || 'nil'
    correct_source = opp.visit.source&.name || 'nil'

    @logger.info "  #{opp.reference_number}: '#{current_source}' → '#{correct_source}'"

    next if dry_run

    opp.update_column(:source_id, opp.visit.source_id)
    corrected += 1
  rescue StandardError => e
    @logger.error "  Error correcting #{opp.reference_number}: #{e.message}"
    errors << { reference_number: opp.reference_number, error: e.message }
  end

  summary = {
    total_found: total,
    corrected: corrected,
    dry_run: dry_run,
    errors: errors
  }

  @logger.info "Completed: #{summary.to_json}"
  summary
end

#delete_empty_opps ⇒ Object 



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 187

def delete_empty_opps
  @logger.info 'Deleting empty opportunities'
  sql = <<-EOS
NOT exists(select 1 from quotes where quotes.opportunity_id = opportunities.id)
AND NOT exists(select 1 from orders where orders.opportunity_id = opportunities.id)
AND NOT exists(select 1 from activities where activities.resource_type = 'Opportunity' and activities.resource_id = opportunities.id)
AND NOT exists(select 1 from room_configurations where room_configurations.opportunity_id = opportunities.id)
AND created_at < ?
  EOS
  counter = 0
  Opportunity.where(sql, 7.days.ago).find_each do |opportunity|
    @logger.info "Deleting empty opportunity #{opportunity.id} #{opportunity.name}"
    opportunity.destroy!
    counter += 1
  rescue StandardError => e
    @logger.error "Problem deleting opportunity id #{opportunity.id}, #{e}"
  end
  @logger.info "Completed, deleted: #{counter}"
end

#narrow_google_sources(dry_run: true, since: 1.year.ago.to_date) ⇒ Hash

Upgrades sources from the ambiguous "Google" (4003) parent to the specific
"Google Ads" (1155) child on customers and opportunities where a gclid-bearing
visit provides definitive evidence of paid traffic.

Parameters:

  • dry_run (Boolean) (defaults to: true) —

    If true, only logs changes without applying them

  • since (Date) (defaults to: 1.year.ago.to_date) —

    Only process records created on or after this date

Returns:

  • (Hash) —

    Summary of corrections made



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 69

def narrow_google_sources(dry_run: true, since: 1.year.ago.to_date)
  google_parent = Source.find_by(id: 4003) # "Google"
  google_ads = Source.google_ads            # "Google Ads" (1155)

  unless google_parent && google_ads
    @logger.error 'Could not find Google (4003) or Google Ads source'
    return { error: 'missing sources' }
  end

  customer_corrections = narrow_customer_sources(google_parent, google_ads, dry_run:, since:)
  opp_corrections = narrow_opportunity_sources(google_parent, dry_run:, since:)

  summary = {
    dry_run: dry_run,
    customers: customer_corrections,
    opportunities: opp_corrections
  }

  @logger.info "narrow_google_sources completed: #{summary.to_json}"
  summary
end

#process ⇒ Object 



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 2

def process
  PaperTrail.request(whodunnit: 'Maintenance::OpportunityMaintenance') do
    sync_opportunity_states
    cancelling_orphaned_follow_ups
    delete_empty_opps
    sync_reps_on_open_opps
  end
end

#sync_opportunity_states ⇒ Object 



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 163

def sync_opportunity_states
  @logger.info 'Syncing opportunity states'
  opps = Opportunity.where(state: %w[interest qualify follow_up])
  counter = 0
  opps.find_each do |opp|
    @logger.info " Synching state for opportunity #{opp.id} currently #{opp.state}"
    opp.sync_state
    counter += 1
    @logger.info " New state: #{opp.state}"
  end
  @logger.info "Completed, updated #{counter} opportunities"
end

#sync_reps_on_open_opps ⇒ Object 



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# File 'app/services/maintenance/opportunity_maintenance.rb', line 207

def sync_reps_on_open_opps
  misaligned_opps = Opportunity.where.not(state: %w[won lost]).joins(:customer).where(
    %{
      opportunities.primary_sales_rep_id <> parties.primary_sales_rep_id OR
      opportunities.secondary_sales_rep_id <> parties.secondary_sales_rep_id OR
      (opportunities.local_sales_rep_id <> parties.local_sales_rep_id AND parties.local_sales_rep_id IS NOT NULL)
    }
  )
  total_opps_misaligned = misaligned_opps.size
  @logger.info "Found #{total_opps_misaligned} opportunities with misaligned reps"
  misaligned_opps.find_each do |opp|
    changes = opp.synchronize_reps
    @logger.debug("Synced reps on opportunity", opportunity_id: opp.id, changed: changes.present?)
    opp.save!
  rescue StandardError => e
    ErrorReporting.error e
    logger.error e
  end
  @logger.info "Completed syncing reps on #{total_opps_misaligned} opportunities"
  total_opps_misaligned
end