Class: Report::ItemSale::ItemSale

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

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, top, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 772

def self.best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, top, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL
    with sales_fact as (
        select trim(split_part(pl.lineage_expanded,'>',1)) as group1,sku,sum(#{revenue_sql}) as total
        from view_sales_facts vsf
        inner join items i on vsf.item_id = i.id
        left join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{start_date}' and '#{end_date}'
        and vsf.invoice_id not in (117052,117054,117065,117066,117375)
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        group by trim(split_part(pl.lineage_expanded,'>',1)),sku
        having sum(#{revenue_sql}) > 0

    ), top_result as (
        select cast(row_number() over (ORDER BY sum(total) desc) as int) as row_ord,group1,sum(total) as total
        from ( select * from sales_fact )a
        group by group1
        order by 3 desc
        limit 4

    )
    select sku as detail,cast(sum(total) as numeric) as total_amount
    from sales_fact
    where group1 = (select group1 from top_result where row_ord = #{top})
    group by sku
    order by 2 desc
    limit 5
  SQL

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

.customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 480

def self.customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  date_from = dates[:date_from].beginning_of_week - 7
  date_to = dates[:date_to].end_of_week - 2
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and vsf.customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and vsf.company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  selects = ''
  group_by = ''
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  if customer_ids.present?
    selects = ' full_name,vsf.customer_id,week,'
    group_by = ' group by full_name,vsf.customer_id,week_year,week '
  else
    selects = " 'All Customers' as full_name,9999999999 as customer_id,week,"
    group_by = ' group by week_year,week '
  end

  sql = <<-SQL
    with dates as (
        select *,(row_number() over (order by week_year,week)) as rank
        from (
            select distinct week_year,week,(week_year + week)::int as week_id
            from (
                select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                            when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
                from analytic_date_time_dimensions
            ) as dt
            where date between '#{date_from}' and '#{date_to}'
            order  by week_year,week desc limit 6
        )a

    ), sales_data as (
        select
        #{selects}
        (week_year + week)::int as week_id,
        sum(#{revenue_sql}) as cur_sales
        from view_sales_facts vsf
        inner join (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                        when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as dt on vsf.gl_date = dt.date
        inner join parties p on vsf.customer_id = p.id
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        --and vsf.customer_id in (2385944,2742665,5768174,5322434,10132752,2741053,4267467,19293788)
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        #{group_by}

    )
    select
    full_name,customer_id,
    sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) as week_1,
    case when sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_1,
    sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) as week_2,
    case when sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_2,
    sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) as week_3,
    case when sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_3,
    sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) as week_4,
    case when sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_4,
    sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) as week_5,
    case when sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_5
    from sales_data
    group by full_name,customer_id;
  SQL

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

.data_column_char(data, dates) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 456

def self.data_column_char(data, dates)
  dates_list = []
  detail_name_list = []
  detail_list = []
  data.each do |r|
    dates_list << r[:date]
    detail_name_list << r[:detail_name]
  end
  dates_list = dates_list.uniq.compact
  detail_name_list = detail_name_list.uniq.compact
  detail_name_list.each do |c|
    sales = []
    dates.each do |d|
      amount = 0
      data.each do |r|
        amount = r[:cur_sales].to_f.round if c == r[:detail_name] && d == r[:date]
      end
      sales << amount
    end
    detail_list << [c, sales]
  end
  detail_list
end

.dates_list(dates, type) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 115

def self.dates_list(dates, type)
  if type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
  else
    date_from = dates[:date_from]
    date_to = dates[:date_to]
  end

  sql = <<-SQL
    select date,week,week_start_date
    from analytic_date_time_dimensions
    where date between '#{date_from}' and '#{date_to}'
    and weekend = 'Weekday'
    order by date
  SQL

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

.dates_to_check(start_date, end_date, compare_start_date, compare_end_date) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 106

def self.dates_to_check(start_date, end_date, compare_start_date, compare_end_date)
  date_from = start_date
  date_to = end_date
  date_from_prev = compare_start_date
  date_to_prev = compare_end_date

  { date_from:, date_to:, date_from_prev:, date_to_prev: }
end

.get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 397

def self.get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and vsf.customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and vsf.company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  selects = ''
  group_by = ''
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  if customer_ids.present? && type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = ' full_name as detail_name,vsf.customer_id,gl_date as date,'
    group_by = ' group by full_name,vsf.customer_id,gl_date '
  elsif customer_ids.present? && type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = ' full_name as detail_name,vsf.customer_id,week_year,week as date,'
    group_by = ' group by full_name,vsf.customer_id,week_year,week '
  elsif customer_ids.blank? && type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = " 'All Customers' as detail_name,9999999999 as customer_id,gl_date as date,"
    group_by = ' group by gl_date '
  elsif customer_ids.blank? && type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = " 'All Customers' as detail_name,9999999999 as customer_id,week_year,week as date,"
    group_by = ' group by week_year,week '
  end

  sql = <<-SQL
    select
    #{selects}
    sum(#{revenue_sql}) as cur_sales
    from (
        select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                    when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
        from analytic_date_time_dimensions
    ) as dt
    left join view_sales_facts vsf on vsf.gl_date = dt.date
    inner join parties p on vsf.customer_id = p.id
    inner join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    where gl_date between '#{date_from}' and '#{date_to}'
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    #{group_by}
    order by 3;
  SQL

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

.get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 231

def self.get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  selects = ''
  group_by = ''
  selects2 = ''
  if type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = ' gl_date as date, '
    group_by = ' group by gl_date '
    selects2 = ' date as date '
  elsif type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = ' week_year as year,week as date, '
    group_by = ' group by week,week_year '
    selects2 = " distinct case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year,week as date "
  end
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL
    with dates as (
        select
        #{selects2}
        from analytic_date_time_dimensions
        where date between '#{date_from}' and '#{date_to}'
        and weekend = 'Weekday'
        order by 1

    ), sales_data as (
        select
        #{selects}
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Floor Heating' then (#{revenue_sql}) else 0 end) as floorheating,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Snow Melting' then (#{revenue_sql}) else 0 end) as snowdeicing,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Towel Warmer' then (#{revenue_sql}) else 0 end) as towelwarmer,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Radiant Panel' then (#{revenue_sql}) else 0 end) as radiantpanels,
        sum(case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Radiant Panel') then (#{revenue_sql}) else 0 end) as otherproduct
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                        when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as dt
        left join view_sales_facts vsf on vsf.gl_date = dt.date
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        and trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        #{group_by}
        order by 1

    )
    select dates.date,coalesce(floorheating, 0) as floorheating,coalesce(snowdeicing, 0) as snowdeicing,coalesce(towelwarmer, 0) as towelwarmer,
    coalesce(radiantpanels, 0) as radiantpanels,coalesce(otherproduct, 0) as otherproduct
    from dates
    left join sales_data on dates.date = sales_data.date
  SQL

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

.get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 303

def self.get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  date_to = dates[:date_to].end_of_week - 2
  date_from = (date_to - 42).beginning_of_week
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL
    with pl_list as (
        select 1 as pl_id, 'Floor Heating' as pl_group
        union all
        select 2, 'Snow Melting'
        union all
        select 3, 'Towel Warmer'
        union all
        select 5, 'Radiant Panel'
        union all
        select 8, 'Other Product'
    ),dates as (
        select group1,week,
          (row_number() over (partition by group1 order by group1,week_year,week)) as rank
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                      when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions,(
                select distinct case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Radiant Panel') then 'Other Product' else trim(split_part(lineage_expanded,'>',1)) end as group1
                from product_lines
                where trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
            ) as grouping
            where date between '#{date_from}' and '#{date_to}'
        ) as  dt
        group by group1,week_year,week

    ), sales as (
        select
        case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Radiant Panel') then 'Other Product' else trim(split_part(lineage_expanded,'>',1)) end as group1,
        week,
        sum(#{revenue_sql}) as cur_sales
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                          when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as  dt
        left join view_sales_facts vsf on vsf.gl_date = dt.date
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        and trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        group by trim(split_part(lineage_expanded,'>',1)),week_year,week

    )
    select
    pl.pl_id,
    d.group1,
    sum(case when d.rank = 3 then cur_sales else 0 end) as week_1,
    case when sum(case when d.rank = 2 then cur_sales else 0 end) = 0 and sum(case when d.rank = 3 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 2 then cur_sales else 0 end) = 0 and sum(case when d.rank = 3 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 3 then cur_sales else 0 end) / sum(case when d.rank = 2 then cur_sales else 0 end)) - 1) * 100 end as week_growth_1,
    sum(case when d.rank = 4 then cur_sales else 0 end) as week_2,
    case when sum(case when d.rank = 3 then cur_sales else 0 end) = 0 and sum(case when d.rank = 4 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 3 then cur_sales else 0 end) = 0 and sum(case when d.rank = 4 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 4 then cur_sales else 0 end) / sum(case when d.rank = 3 then cur_sales else 0 end)) - 1) * 100 end as week_growth_2,
    sum(case when d.rank = 5 then cur_sales else 0 end) as week_3,
    case when sum(case when d.rank = 4 then cur_sales else 0 end) = 0 and sum(case when d.rank = 5 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 4 then cur_sales else 0 end) = 0 and sum(case when d.rank = 5 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 5 then cur_sales else 0 end) / sum(case when d.rank = 4 then cur_sales else 0 end)) - 1) * 100 end as week_growth_3,
    sum(case when d.rank = 6 then cur_sales else 0 end) as week_4,
    case when sum(case when d.rank = 5 then cur_sales else 0 end) = 0 and sum(case when d.rank = 6 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 5 then cur_sales else 0 end) = 0 and sum(case when d.rank = 6 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 6 then cur_sales else 0 end) / sum(case when d.rank = 5 then cur_sales else 0 end)) - 1) * 100 end as week_growth_4,
    sum(case when d.rank = 7 then cur_sales else 0 end) as week_5,
    case when sum(case when d.rank = 6 then cur_sales else 0 end) = 0 and sum(case when d.rank = 7 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 6 then cur_sales else 0 end) = 0 and sum(case when d.rank = 7 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 7 then cur_sales else 0 end) / sum(case when d.rank = 6 then cur_sales else 0 end)) - 1) * 100 end as week_growth_5
    from pl_list pl
    left join dates d on pl.pl_group = d.group1
    left join sales s on d.group1 = s.group1 and d.week = s.week
    group by pl.pl_id,d.group1
    order by 1;
  SQL

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

.get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 639

def self.get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vs.report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and vs.customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and vs.item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and vs.company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL
    select vs.report_grouping,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then vs.quantity else 0 end) as prev_qty,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as prev_amount,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then vs.quantity else 0 end) as curr_qty,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as curr_amount
    from view_sales_facts vs
    inner join product_lines pl on vs.primary_product_line_id = pl.id
    inner join addresses a on vs.shipping_address_id = a.id
    left join parties p on vs.primary_sr_id = p.id
    left join parties c on vs.customer_id = c.id
    left join view_returned_items vri on vs.order_id = vri.order_id and vs.item_id = vri.item_id and vs.line_item_id = vri.line_item_id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by vs.report_grouping
    order by 5 desc
  SQL

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

.get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 675

def self.get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vs.report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and vs.customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and vs.item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and vs.company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL
    select vs.report_grouping,c.full_name,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then vs.quantity else 0 end) as prev_qty,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as prev_amount,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then vs.quantity else 0 end) as curr_qty,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as curr_amount
    from view_sales_facts vs
    inner join product_lines pl on vs.primary_product_line_id = pl.id
    inner join addresses a on vs.shipping_address_id = a.id
    left join parties p on vs.primary_sr_id = p.id
    left join parties c on vs.customer_id = c.id
    left join view_returned_items vri on vs.order_id = vri.order_id and vs.item_id = vri.item_id and vs.line_item_id = vri.line_item_id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by vs.report_grouping,c.full_name
    order by 1,6 desc
  SQL

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

.get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 741

def self.get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL
    select pc.name as detail,sum(#{revenue_sql}) as total_amount
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by pc.name
    having sum(#{revenue_sql}) > 0
    order by 2 desc
  SQL

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

.get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 711

def self.get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL
    select trim(split_part(pl.lineage_expanded,'>',1)) as detail,sum(#{revenue_sql}) as total_amount
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by trim(split_part(pl.lineage_expanded,'>',1))
    having sum(#{revenue_sql}) > 0
    order by 2 desc
  SQL

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

.get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 818

def self.get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = " and company_id = #{Company.select { |c| c.country_iso3 == company_ids }.first.id} "
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_column = native_currency ? 'quantity * discounted_price' : 'quantity * consolidated_exchange_rate * discounted_price'
  native_currency_column_sql = " sum(#{revenue_column}) as total_amount "
  native_currency_sql = " having sum (#{revenue_column}) > 0 "

  sql = <<-SQL

    select ((case when company_id = 1 then 'us-' when company_id = 2 then 'ca-' else 'nl-' end) || lower(vsf.state_code)) as detail,
    #{native_currency_column_sql}
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by company_id,vsf.state_code
    #{native_currency_sql}
    order by 2 desc
  SQL

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

.get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 569

def self.get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : ''
  state_codes_sql = state_codes.empty? ? '' : " and a.state_code in (#{state_codes.map { |sc| "'#{sc}'" }.join(',')})"
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL
    WITH sales_fact as (
        select item_id,quantity,consolidated_exchange_rate,discounted_price,report_grouping,gl_date
        from view_sales_facts vsf
        inner join addresses a on vsf.shipping_address_id = a.id
        left join product_lines pl on vsf.primary_product_line_id = pl.id
        where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and vsf.invoice_id not in (117052,117054,117065,117066,117375)
        and vsf.item_id is not null
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}

    ), returned_items as (
        select item_id,quantity,exchange_rate,discounted_price,report_grouping,rma_date
        from view_returned_items vri
        inner join addresses a on vri.shipping_address_id = a.id
        where (rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and vri.order_id not in (919564,919565,919591,919592,919593)
        and vri.item_id is not null
        #{report_groupings_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}

    ), r_sales as (
        select i.id,sku,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then quantity else 0 end) as qty,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (quantity #{consolidated_production} * discounted_price) else 0 end) as sold_amount,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then quantity else 0 end) as previous_qty,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (quantity #{consolidated_production} * discounted_price) else 0 end) as previous_sold_amount
        from sales_fact sf
        inner join items i on sf.item_id = i.id
        group by i.id,sku

    ), r_returned as (
        select ri.item_id,
        sum(case when rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then quantity else 0 end) as r_qty,
        sum(case when rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (quantity * exchange_rate * discounted_price) else 0 end) as r_sold_amount,
        sum(case when rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then quantity else 0 end) as r_previous_qty,
        sum(case when rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (quantity * exchange_rate * discounted_price) else 0 end) as r_previous_sold_amount
        from returned_items ri
        group by ri.item_id

    )
    select id as sku_id,sku,qty,sold_amount,coalesce(r_qty,0) as returned_qty,coalesce(r_sold_amount,0) as returned_sold_amount,
        previous_qty,previous_sold_amount,coalesce(r_previous_qty,0) as previous_returned_qty,coalesce(r_previous_sold_amount,0) as previous_returned_sold_amount
    from r_sales rs
    left join r_returned rr on rs.id = rr.item_id
    where (sold_amount > 0 or previous_sold_amount > 0)
    order by sold_amount desc;
  SQL

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

.get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 853

def self.get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.join(',')})"
  product_line_ids_sql = product_line_ids.nil? || product_line_ids.empty? ? '' : " and pl.id in (#{product_line_ids.map { |pg| pg.to_i }.join(',')})"
  customer_ids_sql = customer_ids.nil? || customer_ids.empty? ? '' : " and customer_id in (#{customer_ids.map { |c| c.to_i }.join(',')})"
  item_ids_sql = item_ids.nil? || item_ids.empty? ? '' : " and item_id in (#{item_ids.map { |i| i.to_i }.join(',')})"
  company_id_sql = " and company_id = #{Company.select { |c| c.country_iso3 == company_ids }.first.id} "
  revenue_column = native_currency ? 'quantity * discounted_price' : 'quantity * consolidated_exchange_rate * discounted_price'
  native_currency_column_sql = " sum(#{revenue_column}) as total_amount "
  native_currency_sql = " having sum (#{revenue_column}) > 0 "

  sql = <<-SQL
    select sa.country_iso3 as detail, #{native_currency_column_sql}
    from view_sales_facts vsf
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    inner join addresses sa on vsf.shipping_address_id = sa.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    group by sa.country_iso3
    #{native_currency_sql}
    order by 2 desc
  SQL

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

.quick_view_by_product_line(dates, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 200

def self.quick_view_by_product_line(dates, native_currency)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL
    with sales as (
        select trim(split_part(pl.lineage_expanded,'>',1)) as group1,
        case when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Floor Heating' then 'Floor Heating' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end)
          when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Snow Melting' then 'Snow Melting' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end)
          when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Towel Warmer' then 'Towel Warmer' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) else (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) end as group2,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (#{revenue_sql}) else 0 end) as cur_sales,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (#{revenue_sql}) else 0 end) as prev_sales
        from view_sales_facts sf
        inner join analytic_date_time_dimensions dt on sf.gl_date = dt.date
        inner join product_lines pl on sf.primary_product_line_id = pl.id
        where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and trim(split_part(pl.lineage_expanded,'>',1)) in ('Floor Heating','Snow Melting','Towel Warmer')
        and sf.item_id is not null
        group by trim(split_part(pl.lineage_expanded,'>',1)),case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end
        order by 1,2

    ), total as (
        select group2,(cur_sales / 1000) as cur_sales,(prev_sales / 1000) as prev_sales,((cur_sales - prev_sales) / 1000) as sales_var,
              case when prev_sales = 0 then 0 else ((cur_sales / prev_sales) - 1) * 100 end as growth
        from sales
    )
    select group2,cur_sales,prev_sales,sales_var,growth
    from total;
  SQL

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

.quick_view_customer_growth(dates, native_currency) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 179

def self.quick_view_customer_growth(dates, native_currency)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL
    select p.full_name,vsf.customer_id,
    sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) as cur_sales,
    sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as prev_sales,
    sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) - sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as sales_var,
    case when sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end) = 0 then 0
         else (sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end) / sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end) - 1) * 100 end as growth
    from view_sales_facts vsf
    inner join parties p on vsf.customer_id = p.id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    and vsf.item_id is not null
    group by p.full_name,vsf.customer_id
    having sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) > 0 and sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) > 0
    order by 5 desc;
  SQL

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

.quick_view_sales(dates, native_currency, currency, company_ids) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 152

def self.quick_view_sales(dates, native_currency, currency, company_ids)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  company_id_sql = company_ids.present? ? " and company_id in (#{company_ids.join(',')})" : nil

  sql = <<-SQL
  with sales as (
      select
      sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) as cur_sales,
      sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as prev_sales
      from view_sales_facts
      where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
      and item_id is not null
      #{company_id_sql}
  ), total as (
      select cur_sales,prev_sales,
      (cur_sales - prev_sales) as sales_var,
      (case when prev_sales = 0 then 0 else ((cur_sales / prev_sales) - 1) * 100 end ) as growth
      from sales
  )
  select coalesce(cur_sales,0) as cur_sales,coalesce(prev_sales,0) as prev_sales,coalesce(sales_var,0) as sales_var,coalesce(growth,0) as growth
  from total;
  SQL

  results = ActiveRecord::Base.connection.execute(sql).to_a.map { |r| r.symbolize_keys }
  results = [results[0].merge!(currency:)]
end

.total_report(options = {}) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 12

def self.total_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  compare_start_date = options[:period2_gteq]
  compare_end_date = options[:period2_lteq]
  report_groupings = options[:report_groupings].map(&:presence).compact
  product_lines = options[:product_lines].map(&:presence).compact
  product_line_ids = []
  if product_lines.present?
    all_product_lines = ProductLine.all.to_a
    product_lines.each do |product_line|
      all_product_lines.each { |pl| product_line_ids << pl.id if pl.lineage_expanded&.split('>')&.first&.strip == product_line }
    end
  end
  customer_ids = options[:customer_ids].map(&:presence).compact
  item_ids = options[:item_ids].map(&:presence).compact
  native_currency = options[:native_currency]
  company_ids = options[:company_ids].blank? ? Company.sales_companies.all.map { |c| c.id } : options[:company_ids].map(&:presence)
  company = company_ids.map { |id| Company.find(id).company_label[0, 3] }
  company_string = company.join('.')
  currency = native_currency ? Company.find(options[:company_ids]).map(&:currency).first : 'USD'
  currency_symbol = Money::Currency.new(currency).symbol
  state_codes = options[:state_codes].map(&:presence).compact
  dates = dates_to_check(start_date, end_date, compare_start_date, compare_end_date)
  dates_by_day = dates_list(dates, 'daily')
  dates_by_week = dates_list(dates, 'weekly')
  days = []
  weeks = []
  dates_by_day.map { |r| days << r[:date] }
  dates_by_week.map { |r| weeks << r[:week] }
  weeks = weeks.uniq
  week_dates = week_dates(dates)
  quick_view_sales = quick_view_sales(dates, native_currency, currency, company_ids)
  quick_view_customer_growth = quick_view_customer_growth(dates, native_currency)
  quick_view_by_product_line = quick_view_by_product_line(dates, native_currency)
  data_product_line_daily_chart = get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'daily', native_currency)
  data_product_line_weekly_chart = get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'weekly', native_currency)
  data_product_line = get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_customer_daily = get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'daily', native_currency)
  data_customer_weekly = get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'weekly', native_currency)
  customer_daily = data_column_char(data_customer_daily, days)
  customer_weekly = data_column_char(data_customer_weekly, weeks)
  customer_data_table = customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_by_report_grouping = get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_by_report_grouping_bd = get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)

  data_items_table = get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_grouping_pie = get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_category_pie = get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_hm_us = get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'USA', state_codes, native_currency)
  data_hm_ca = get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'CAN', state_codes, native_currency)
  data_hm_nl = get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'NLD', native_currency)

  data_top_1 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 1, native_currency)
  data_top_2 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 2, native_currency)
  data_top_3 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 3, native_currency)
  data_top_4 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 4, native_currency)

  Result.new(success: true,
             week_dates:,
             quick_view_sales:,
             quick_view_customer_growth:,
             quick_view_by_product_line:,
             data_product_line_daily_chart:,
             data_product_line_weekly_chart:,
             data_product_line:,
             dates_list: days,
             weeks_list: weeks,
             customer_daily:,
             customer_weekly:,
             customer_data_table:,
             data_by_report_grouping:,
             data_by_report_grouping_bd:,
             data_table: data_items_table,
             data_grouping_pie:,
             data_category_pie:,
             data_us_hm: data_hm_us,
             data_ca_hm: data_hm_ca,
             data_nl_hm: data_hm_nl,
             data_top_1:,
             data_top_2:,
             data_top_3:,
             data_top_4:,
             date_from: dates[:date_from],
             date_to: dates[:date_to],
             date_from_prev: dates[:date_from_prev],
             date_to_prev: dates[:date_to_prev],
             company_string:,
             native_currency:,
             currency:,
             company:,
             currency_symbol:)
end

.week_dates(dates) ⇒ Object



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# File 'app/services/report/item_sale/item_sale.rb', line 135

def self.week_dates(dates)
  # Align date range with get_data_by_product_line_table to ensure week labels match table data
  # Uses 42 days (7 weeks) and skips the first 2 weeks (baseline + buffer) to return 5 weeks for display
  date_to = dates[:date_to].end_of_week - 2
  date_from = (date_to - 42).beginning_of_week

  sql = <<-SQL
    SELECT DISTINCT ON (week_start_date) year, week, week_start_date
    FROM analytic_date_time_dimensions
    WHERE date BETWEEN '#{date_from}' AND '#{date_to}'
    ORDER BY week_start_date, year DESC
    OFFSET 2 LIMIT 5;
  SQL

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