Class: Report::BookOfBusiness::BookOfBusiness

Inherits:
Object
  • Object
show all
Defined in:
app/services/report/book_of_business/book_of_business.rb

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.existing_business(start_date, end_date, options) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 455

def self.existing_business(start_date,end_date,options)
  star_date_year_ago = start_date.years_ago(1)
  end_date_year_ago = start_date.days_ago(1)
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')}) "
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')}) "
  sql_command = "select distinct a.customer_id
                from (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{start_date}' and '#{end_date}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) a
                inner join (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{star_date_year_ago}' and '#{end_date_year_ago}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) b on a.customer_id = b.customer_id"

  results = ActiveRecord::Base.connection.execute(sql_command).to_a.map{ |r| r.map{ |k,v| v }[0].to_i}
end

.get_cust(start_date, end_date, options, visualization, cust_cache: nil) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 261

def self.get_cust(start_date,end_date,options,visualization, cust_cache: nil)
  orders_opps_number = get_customers_ids(start_date,end_date,options,1,visualization, cust_cache: cust_cache)
  activities_open = get_customers_ids(start_date,end_date,options,3,visualization, cust_cache: cust_cache)
  activities_no_open = get_customers_ids(start_date,end_date,options,4,visualization, cust_cache: cust_cache)

  sql = <<-SQL
    #{orders_opps_number}
    union all
    #{activities_open}
    union all
    #{activities_no_open}
  SQL

  results = ActiveRecord::Base.connection.execute(sql).to_a.map{ |r| r.symbolize_keys }
end

.get_customers_ids(start_date, end_date, options, detail, visualization, cust_cache: nil) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 541

def self.get_customers_ids(start_date,end_date,options,detail,visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  where_activity = ''
  from_table = ''
  if detail == 1
    from_table = ' from view_book_business_ord_opps '
  elsif detail == 3
    from_table = ' from view_book_business_activities '
    where_activity = ' and activity = 1 '
  elsif detail == 4
    from_table = ' from view_book_business_activities '
    where_activity = ' and activity = 0 '
  end
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')})"
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')})"
  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = []
    options[:sources].each do |r|
      source_ids << Source.select_suboptions(r)
    end
    source_ids = source_ids.uniq
    where_sources = " and source_id in (#{source_ids.map{|r| r }.join(',')})"
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    where_campaigns = " and source_id in (#{Campaign.where(id: options[:campaign_ids]).map {|c| c.source_id }.join(',')})"
  end
  options[:company_ids].empty? ? where_branch = '' : where_branch = " and store_id in (#{options[:company_ids].map{|r| r }.join(',')})"

  if visualization == 1
    sql_command = "select distinct #{detail}::int as detail,report_grouping,customer_id,
                case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then 'lead_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then 'lead_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then 'prct_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then 'prct_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then 'ctmr_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then 'ctmr_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then 'clsd_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then 'clsd_prev' else null end as customer_state
                #{from_table}
                where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                #{where_activity}
                #{where_gp}
                #{where_rep}
                #{where_sources}
                #{where_campaigns}
                #{where_branch}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    eb_cust = cached_customers(cust_cache, :existing_business, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_eb_cust = cached_customers(cust_cache, :existing_business, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    eb_cur = " when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{eb_cust.map{|r| r }.join(',')}) then 'eb_cur' " if detail == 1
    eb_cur = " when gl_date between '#{start_date}' and '#{end_date}' and customer_id not in (#{(new_cust + rb_cust).uniq.map{|r| r }.join(',')}) then 'eb_cur' " if detail == 3 || detail == 4
    eb_prev = " when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_eb_cust.map{|r| r }.join(',')}) then 'eb_prev' " if detail == 1
    eb_prev = " when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id not in (#{(prev_new_cust + prev_rb_cust).uniq.map{|r| r }.join(',')}) then 'eb_prev' " if detail == 3 || detail == 4

    sql_command = "select distinct #{detail}::int as detail,report_grouping,customer_id,
                case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map{|r| r }.join(',')}) then 'nc_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map{|r| r }.join(',')}) then 'nc_prev'
                     #{eb_cur}
                     #{eb_prev}
                     when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map{|r| r }.join(',')}) then 'rb_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map{|r| r }.join(',')}) then 'rb_prev' else null end as customer_state
                #{from_table}
                where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                and state = 'customer'
                #{where_activity}
                #{where_gp}
                #{where_rep}
                #{where_sources}
                #{where_campaigns}
                #{where_branch}"
  end


end

.get_data(start_date, end_date, is_total, options, visualization, cust_cache: nil) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 240

def self.get_data(start_date,end_date,is_total,options,visualization, cust_cache: nil)
  orders_opps_number = string_query_opps_orders(start_date,end_date,1,is_total,options,visualization, cust_cache: cust_cache)
  orders_opps_revenue = string_query_opps_orders(start_date,end_date,2,is_total,options,visualization, cust_cache: cust_cache)
  activities_open = string_query_activities(start_date,end_date,3,is_total,options,visualization, cust_cache: cust_cache)
  activities_no_open = string_query_activities(start_date,end_date,4,is_total,options,visualization, cust_cache: cust_cache)
  is_total == true ? order_by = '' : order_by = 'order by 1,2'

  sql = <<-SQL
    #{orders_opps_number}
    union all
    #{orders_opps_revenue}
    union all
    #{activities_open}
    union all
    #{activities_no_open}
    #{order_by}
  SQL

  results = ActiveRecord::Base.connection.execute(sql).to_a.map{ |r| r.symbolize_keys }
end

.new_customers(start_date, end_date, options) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 427

def self.new_customers(start_date,end_date,options)
  star_date_day_ago = start_date.days_ago(1)
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')}) "
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')}) "
  sql_command = "select distinct a.customer_id
                from (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{start_date}' and '#{end_date}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) a
                left join (
                    select distinct customer_id
                    from invoices
                    where gl_date <= '#{star_date_day_ago}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) b on a.customer_id = b.customer_id
                where b.customer_id is null"

  results = ActiveRecord::Base.connection.execute(sql_command).to_a.map{ |r| r.map{ |k,v| v }[0].to_i}
end

.reactivating_business(start_date, end_date, options) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 483

def self.reactivating_business(start_date,end_date,options)
  star_date_year_ago = start_date.years_ago(1)
  end_date_year_ago = start_date.days_ago(1)
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')}) "
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')}) "
  sql_command = "select distinct customer_id
    from invoices
    where gl_date between '#{start_date}' and '#{end_date}'
    and invoice_type = 'SO'
    and state not in ('draft','requested')
    #{where_gp}
    #{where_rep}
    and customer_id not in (
        select distinct a.customer_id
        from (
            select distinct customer_id
            from invoices
            where gl_date between '#{start_date}' and '#{end_date}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) a
        left join (
            select distinct customer_id
            from invoices
            where gl_date <= '#{end_date_year_ago}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) b on a.customer_id = b.customer_id
        where b.customer_id is null
        union all
        select distinct a.customer_id
        from (
            select distinct customer_id
            from invoices
            where gl_date between '#{start_date}' and '#{end_date}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) a
        inner join (
            select distinct customer_id
            from invoices
            where gl_date between '#{star_date_year_ago}' and '#{end_date_year_ago}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) b on a.customer_id = b.customer_id
    )"

  results = ActiveRecord::Base.connection.execute(sql_command).to_a.map{ |r| r.map{ |k,v| v }[0].to_i}
end

.result_report(options = {}) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 8

def self.result_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)

  # visualization = 1 ---> overview
  cust_overview = get_cust(start_date,end_date,options,1)
  cust_detail = cust_overview.map{|r| r[:detail].to_i }.uniq.sort.to_a
  cust_states = cust_overview.map{|r| r[:customer_state] }.compact.uniq.sort.to_a
  total_overview = get_data(start_date,end_date,true, options,1).map{ |r| Hash[r.keys.zip(r.values.map(&:to_f))] }
  detail_overview = get_data(start_date,end_date,false, options,1)
  rg = detail_overview.map{|r| r[:report_grouping] }.compact.uniq.sort.to_a
  rowspan_by_rg = detail_overview.map{|r| r[:report_grouping] }.compact.sort.to_a.inject(Hash.new(0)) {|k,v| k[v] += 1; k }

  total_cust_overview = []
  cust_detail.each do |i|
    cust_ids = {}
    cust_ids.merge!('detail'.to_sym => i)
    cust_states.each do |j|
      ids = []
      cust_overview.each do |k|
        if k[:detail].to_i == i && k[:customer_state] == j
          ids << k[:customer_id]
        end
      end
      cust_ids.merge!((j + '_ids').to_sym => ids)
    end
    total_cust_overview << cust_ids
  end

  cust_detail.each do |d|
    total_cust_overview.each do |c|
      if c[:detail] == d
        total_overview.each do |r|
          if r[:detail].to_i == d
            r.merge!(:lead_cur_ids => c[:lead_cur_ids],
                     :lead_prev_ids => c[:lead_prev_ids],
                     :prct_cur_ids => c[:prct_cur_ids],
                     :prct_prev_ids => c[:prct_prev_ids],
                     :ctmr_cur_ids => c[:ctmr_cur_ids],
                     :ctmr_prev_ids => c[:ctmr_prev_ids],
                     :clsd_cur_ids => c[:clsd_cur_ids],
                     :clsd_prev_ids => c[:clsd_prev_ids])
          end
        end
      end
    end
  end

  detail_cust_overview = []
  cust_detail.each do |i|
    rg.each do |j|
      cust_ids = {}
      cust_ids.merge!('report_grouping'.to_sym => j,'detail'.to_sym => i.to_s)
      cust_states.each do |k|
        ids = []
        cust_overview.each do |l|
          if l[:detail].to_i == i && l[:report_grouping] == j && l[:customer_state] == k
            ids << l[:customer_id]
          end
        end
        cust_ids.merge!((k + '_ids').to_sym => ids)
      end
      detail_cust_overview << cust_ids
    end
  end

  cust_detail.each do |d|
    rg.each do |g|
      detail_cust_overview.each do |c|
        if c[:detail].to_i == d && c[:report_grouping] == g
          detail_overview.each do |r|
            if r[:detail].to_i == d && r[:report_grouping] == g
              r.merge!(:lead_cur_ids => c[:lead_cur_ids],
                       :lead_prev_ids => c[:lead_prev_ids],
                       :prct_cur_ids => c[:prct_cur_ids],
                       :prct_prev_ids => c[:prct_prev_ids],
                       :ctmr_cur_ids => c[:ctmr_cur_ids],
                       :ctmr_prev_ids => c[:ctmr_prev_ids],
                       :clsd_cur_ids => c[:clsd_cur_ids],
                       :clsd_prev_ids => c[:clsd_prev_ids])
            end
          end
        end
      end
    end
  end

  rowsnum = Hash.new(0)
  channel_array = []
  rg.each do |j|
    detail_overview.each do |i|
      if i[:report_grouping] == j
        channel_array << i
      end
    end
    rowsnum.store(j, channel_array.min_by { |h| h[:detail] }[:detail].to_i)
    channel_array.clear
  end

  # Pre-compute customer classifications ONCE for visualization=2.
  # Previously these 6 queries were duplicated ~58 times per report run,
  # accounting for the majority of the report's load time.
  cust_cache = build_customer_cache(start_date, end_date, prev_start_date, prev_end_date, options)

  # visualization = 2 ---> customer breakdown
  cust_cbd = get_cust(start_date,end_date,options,2, cust_cache: cust_cache)
  cust_states_cbd = cust_cbd.map{|r| r[:customer_state] }.compact.uniq.sort.to_a
  total_cbd = get_data(start_date,end_date,true, options,2, cust_cache: cust_cache).map{ |r| Hash[r.keys.zip(r.values.map(&:to_f))] }
  detail_cbd = get_data(start_date,end_date,false, options,2, cust_cache: cust_cache)
  rg_cbd = detail_cbd.map{|r| r[:report_grouping] }.compact.uniq.sort.to_a
  rowspan_by_rg_cbd = detail_cbd.map{|r| r[:report_grouping] }.compact.sort.to_a.inject(Hash.new(0)) {|k,v| k[v] += 1; k }

  total_cust_cbd = []
  cust_detail.each do |i|
    cust_ids_cbd = {}
    cust_ids_cbd.merge!('detail'.to_sym => i)
    cust_states_cbd.each do |j|
      ids_cbd = []
      cust_cbd.each do |k|
        if k[:detail].to_i == i && k[:customer_state] == j
          ids_cbd << k[:customer_id]
        end
      end
      cust_ids_cbd.merge!((j + '_ids').to_sym => ids_cbd)
    end
    total_cust_cbd << cust_ids_cbd
  end

  cust_detail.each do |d|
    total_cust_cbd.each do |c|
      if c[:detail] == d
        total_cbd.each do |r|
          if r[:detail].to_i == d
            r.merge!(:nc_cur_ids => c[:nc_cur_ids],
                     :nc_prev_ids => c[:nc_prev_ids],
                     :eb_cur_ids => c[:eb_cur_ids],
                     :eb_prev_ids => c[:eb_prev_ids],
                     :rb_cur_ids => c[:rb_cur_ids],
                     :rb_prev_ids => c[:rb_prev_ids])
          end
        end
      end
    end
  end

  detail_cust_cbd = []
  cust_detail.each do |i|
    rg_cbd.each do |j|
      cust_ids_cbd = {}
      cust_ids_cbd.merge!('report_grouping'.to_sym => j,'detail'.to_sym => i.to_s)
      cust_states_cbd.each do |k|
        ids_cbd = []
        cust_cbd.each do |l|
          if l[:detail].to_i == i && l[:report_grouping] == j && l[:customer_state] == k
            ids_cbd << l[:customer_id]
          end
        end
        cust_ids_cbd.merge!((k + '_ids').to_sym => ids_cbd)
      end
      detail_cust_cbd << cust_ids_cbd
    end
  end

  cust_detail.each do |d|
    rg_cbd.each do |g|
      detail_cust_cbd.each do |c|
        if c[:detail].to_i == d && c[:report_grouping] == g
          detail_cbd.each do |r|
            if r[:detail].to_i == d && r[:report_grouping] == g
              r.merge!(:nc_cur_ids => c[:nc_cur_ids],
                       :nc_prev_ids => c[:nc_prev_ids],
                       :eb_cur_ids => c[:eb_cur_ids],
                       :eb_prev_ids => c[:eb_prev_ids],
                       :rb_cur_ids => c[:rb_cur_ids],
                       :rb_prev_ids => c[:rb_prev_ids])
            end
          end
        end
      end
    end
  end

  rowsnum_cbd = Hash.new(0)
  channel_array_cbd = []
  rg_cbd.each do |j|
    detail_cbd.each do |i|
      if i[:report_grouping] == j
        channel_array_cbd << i
      end
    end
    rowsnum_cbd.store(j, channel_array_cbd.min_by { |h| h[:detail] }[:detail].to_i)
    channel_array_cbd.clear
  end

  Result.new(success: true, total_overview: total_overview, detail_overview: detail_overview, rowspan_by_rg: rowspan_by_rg, rowsnum: rowsnum, total_cbd: total_cbd, detail_cbd: detail_cbd, rowspan_by_rg_cbd: rowspan_by_rg_cbd, rowsnum_cbd: rowsnum_cbd)
end

.string_query_activities(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 352

def self.string_query_activities(start_date,end_date,detail,is_total,options,visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  where_activity = ' and activity = 1 ' if detail == 3
  where_activity = ' and activity = 0 ' if detail == 4
  select = "select #{detail}::int as detail" if is_total == true
  select = "select report_grouping,#{detail}::int as detail" if is_total == false
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')})"
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')})"

  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = []
    options[:sources].each do |r|
      source_ids << Source.select_suboptions(r)
    end
    source_ids = source_ids.uniq
    where_sources = " and source_id in (#{source_ids.map{|r| r }.join(',')})"
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    where_campaigns = " and source_id in (#{Campaign.where(id: options[:campaign_ids]).map {|c| c.source_id }.join(',')})"
  end
  options[:company_ids].empty? ? where_branch = '' : where_branch = " and store_id in (#{options[:company_ids].map{|r| r }.join(',')})"
  group_by = '' if is_total == true
  group_by = 'group by report_grouping' if is_total == false

  if visualization == 1
    sql_command = "#{select},
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then customer_id else null end)) as lead_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then customer_id else null end)) as lead_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then customer_id else null end)) as prct_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then customer_id else null end)) as prct_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then customer_id else null end)) as ctmr_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then customer_id else null end)) as ctmr_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then customer_id else null end)) as clsd_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then customer_id else null end)) as clsd_prev
                 from view_book_business_activities
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 #{where_activity}
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    sql_command = "#{select},
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map{|r| r }.join(',')}) then customer_id else null end)) as nc_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map{|r| r }.join(',')}) then customer_id else null end)) as nc_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id not in (#{(new_cust + rb_cust).uniq.map{|r| r }.join(',')}) then customer_id else null end)) as eb_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id not in (#{(prev_new_cust + prev_rb_cust).uniq.map{|r| r }.join(',')}) then customer_id else null end)) as eb_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map{|r| r }.join(',')}) then customer_id else null end)) as rb_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map{|r| r }.join(',')}) then customer_id else null end)) as rb_prev
                 from view_book_business_activities
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 and state = 'customer'
                 #{where_activity}
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  end

end

.string_query_opps_orders(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil) ⇒ Object 



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# File 'app/services/report/book_of_business/book_of_business.rb', line 277

def self.string_query_opps_orders(start_date,end_date,detail,is_total,options,visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  column = '1' if detail == 1
  column = 'amount' if detail == 2
  select = "select #{detail}::int as detail" if is_total == true
  select = "select report_grouping,#{detail}::int as detail" if is_total == false
  options[:report_groupings].empty? ? where_gp = '' : where_gp = " and report_grouping in (#{options[:report_groupings].map{|r| "'" + r.sub("'","''") + "'"}.join(',')})"
  options[:primary_sales_rep_ids].empty? ? where_rep = '' : where_rep = " and primary_sales_rep_id in (#{options[:primary_sales_rep_ids].map{|r| r }.join(',')})"

  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = []
    options[:sources].each do |r|
      source_ids << Source.select_suboptions(r)
    end
    source_ids = source_ids.uniq
    where_sources = " and source_id in (#{source_ids.map{|r| r }.join(',')})"
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    where_campaigns = " and source_id in (#{Campaign.where(id: options[:campaign_ids]).map {|c| c.source_id }.join(',')})"
  end
  options[:company_ids].empty? ? where_branch = '' : where_branch = " and store_id in (#{options[:company_ids].map{|r| r }.join(',')})"
  group_by = '' if is_total == true
  group_by = 'group by report_grouping' if is_total == false

  if visualization == 1
    sql_command = "#{select},
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then #{column} else 0 end) as lead_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then #{column} else 0 end) as lead_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then #{column} else 0 end) as prct_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then #{column} else 0 end) as prct_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then #{column} else 0 end) as ctmr_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then #{column} else 0 end) as ctmr_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then #{column} else 0 end) as clsd_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then #{column} else 0 end) as clsd_prev
                 from view_book_business_ord_opps
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    eb_cust = cached_customers(cust_cache, :existing_business, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_eb_cust = cached_customers(cust_cache, :existing_business, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    sql_command = "#{select},
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as nc_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as nc_prev,
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{eb_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as eb_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_eb_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as eb_prev,
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as rb_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map{|r| r }.join(',')}) then #{column} else 0 end) as rb_prev
                   from view_book_business_ord_opps
                   where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                   and state = 'customer'
                   #{where_gp}
                   #{where_rep}
                   #{where_sources}
                   #{where_campaigns}
                   #{where_branch}
                   #{group_by}"
  end

end