Class: Report::LeadReport::LeadReport

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

Class Method Summary collapse

Class Method Details

.calls_data(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 776

def self.calls_data(dates)
  date_from_lm = dates[:date_from].to_date.last_month.beginning_of_month
  date_to_lm = date_from_lm.end_of_month
  date_from_prev_lm = dates[:date_from_prev].to_date.last_month.beginning_of_month
  date_to_prev_lm = date_from_prev_lm.end_of_month

  sql = <<-SQL
      WITH current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), calls as (
          select date,sum(outbounds) as outbounds,sum(inbounds) as inbounds,sum(missed) as missed
          from view_kpis_time_on_tasks
          where department in ('Sales','Customer Service','Business Development','Tech Support')
          and (date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
          group by date

      )
      select date_id,c_date,c1.outbounds as c_outbounds,c1.inbounds as c_inbounds,c1.missed as c_missed,p_date,c2.outbounds as p_outbounds,c2.inbounds as p_inbounds,c2.missed as p_missed
      from periods p
      left join calls c1 on p.c_date = c1.date
      left join calls c2 on p.p_date = c2.date
      order by c_date
  SQL

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

.calls_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 838

def self.calls_totals(data)
  ttlc_outbounds = data.map { |i| i[:c_outbounds].to_i }.sum
  ttlc_inbounds = data.map { |i| i[:c_inbounds].to_i }.sum
  ttlc_missed = data.map { |i| i[:c_missed].to_i }.sum
  ttlp_outbounds = data.map { |i| i[:p_outbounds].to_i }.sum
  ttlp_inbounds = data.map { |i| i[:p_inbounds].to_i }.sum
  ttlp_missed = data.map { |i| i[:p_missed].to_i }.sum
  ttlc_calls = ttlc_outbounds + ttlc_inbounds + ttlc_missed
  ttlp_calls = ttlp_outbounds + ttlp_inbounds + ttlp_missed
  var_ttl_calls = ttlp_calls.zero? ? 0.0 : ((ttlc_calls.to_f - ttlp_calls.to_f) / ttlp_calls.to_f) * 100
  var_outbounds = ttlp_outbounds.zero? ? 0.0 : ((ttlc_outbounds.to_f - ttlp_outbounds.to_f) / ttlp_outbounds.to_f) * 100
  var_inbounds = ttlp_inbounds.zero? ? 0.0 : ((ttlc_inbounds.to_f - ttlp_inbounds.to_f) / ttlp_inbounds.to_f) * 100
  var_missed = ttlp_missed.zero? ? 0.0 : ((ttlc_missed.to_f - ttlp_missed.to_f) / ttlp_missed.to_f) * 100
  { ttlc_calls: ttlc_calls, ttlp_calls: ttlp_calls, var_ttl_calls: var_ttl_calls,
                   ttlc_outbounds: ttlc_outbounds, ttlc_inbounds: ttlc_inbounds, ttlc_missed: ttlc_missed,
                   ttlp_outbounds: ttlp_outbounds, ttlp_inbounds: ttlp_inbounds, ttlp_missed: ttlp_missed,
                   var_outbounds: var_outbounds, var_inbounds: var_inbounds, var_missed: var_missed }
end

.communications_data(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 857

def self.communications_data(dates)
  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), communications as (
          select date,sum(emails) as num_communications
          from view_kpis_time_on_tasks
          where department in ('Sales','Customer Service','Business Development','Tech Support')
          and ((date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
          group by date

      )
      select c_date,coalesce(c1.num_communications,0) as c_num_communications,p_date,coalesce(c2.num_communications,0) as p_num_communications,(coalesce(c1.num_communications,0) - coalesce(c2.num_communications,0)) as var
      from periods p
      left join communications c1 on p.c_date = c1.date
      left join communications c2 on p.p_date = c2.date
      order by c_date;
  SQL

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

.communications_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 914

def self.communications_totals(data)
  ttlc_num_communications = data.map { |i| i[:c_num_communications].to_i }.sum
  ttlp_num_communications = data.map { |i| i[:p_num_communications].to_i }.sum
  var_num_communications = ttlc_num_communications - ttlp_num_communications
  { ttlc_num_communications: ttlc_num_communications, ttlp_num_communications: ttlp_num_communications, var_num_communications: var_num_communications }
end

.customer_data(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 88

def self.customer_data(dates)
  date_from_prev = dates[:date_from_prev] + (dates[:date_from].wday - dates[:date_from_prev].wday)
  date_to_prev = dates[:date_to_prev] + 5

  sql = <<-SQL
    with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  -- and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{date_from_prev}' and '#{date_to_prev}'
                  -- and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where dt2.date between '#{date_from_prev}' and '#{date_to_prev}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), customers as (
          select timezone('America/Chicago', timestamptz(created_at))::date as date_of_change,count(distinct id) as to_customer
          from parties
          where type = 'Customer'
          and state in ('lead','prospect','customer','lead_qualify')
          and (timezone('America/Chicago', timestamptz(created_at))::date between '#{date_from_prev}' and '#{date_to_prev}' or timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
          and creation_method = 1
          group by timezone('America/Chicago', timestamptz(created_at))::date

      ), customers_created as (
          select date_id,c_date,coalesce(cc.to_customer,0) as c_customer,p_date,coalesce(cp.to_customer,0) as p_customer,(coalesce(cc.to_customer,0) - coalesce(cp.to_customer,0)) as var
          from periods p
          left join customers cc on p.c_date = cc.date_of_change
          left join customers cp on p.p_date = cp.date_of_change
          order by c_date

      )
      select * from customers_created;
  SQL

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

.customer_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 151

def self.customer_totals(data)
  ttlc_customers = data.map { |i| i[:c_customer].to_i }.sum
  ttlp_customers = data.map { |i| i[:p_customer].to_i }.sum
  ttlc_purchase_value = data.map { |i| i[:c_purchase_value].to_f }.sum
  var_customers = ttlc_customers - ttlp_customers
  var_ptg_customers = ttlp_customers.zero? ? 0.0 : ((ttlc_customers.to_f - ttlp_customers.to_f) / ttlp_customers.to_f) * 100
  avg_purchase = ttlc_customers.to_f.zero? ? 0.0 : (ttlc_purchase_value / ttlc_customers.to_f)
  { ttlc_customers: ttlc_customers, ttlp_customers: ttlp_customers, ttlc_purchase_value: ttlc_purchase_value,
                      var_customers: var_customers, avg_purchase: avg_purchase, var_ptg_customers: var_ptg_customers }
end

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



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# File 'app/services/report/lead_report/lead_report.rb', line 80

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 + 5
  { date_from: date_from, date_to: date_to, date_from_prev: date_from_prev, date_to_prev: date_to_prev }
end

.opportunities_conversion_time(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 312

def self.opportunities_conversion_time(dates)
  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), won_opps as (
          select opportunity_id,creation_date,won_date,state,(won_date - creation_date) as conversion_time
          from (
              select id as opportunity_id,
              case when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 6 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '2 day')::date
                  when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 0 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '1 day')::date else timezone('America/Chicago', timestamptz(created_at))::date end as creation_date,
              case when extract(dow from timezone('America/Chicago', timestamptz(won_lost_date))::date) = 6 then (timezone('America/Chicago', timestamptz(won_lost_date))::date + interval '2 day')::date
                  when extract(dow from timezone('America/Chicago', timestamptz(won_lost_date))::date) = 0 then (timezone('America/Chicago', timestamptz(won_lost_date))::date + interval '1 day')::date else timezone('America/Chicago', timestamptz(won_lost_date))::date end as won_date,
              state
              from view_opportunities vo
              where state = 'won'
              and ((timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
              and ((timezone('America/Chicago', timestamptz(won_lost_date))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(won_lost_date))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
          )a
          order by creation_date

      ), conversion_time as (
          select avg(coalesce(wo1.conversion_time,0)) as c_avg_time,avg(coalesce(wo2.conversion_time,0)) as p_avg_time,
              case when avg(wo2.conversion_time) = 0.0 then 0.0 else (((avg(wo1.conversion_time) - avg(wo2.conversion_time)) / avg(wo2.conversion_time)) * 100) end as var_ptg
          from periods p
          left join won_opps wo1 on p.c_date = wo1.creation_date
          left join won_opps wo2 on p.p_date = wo2.creation_date

      )
      select * from conversion_time;
  SQL

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

.opportunities_data(dates, report_type) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 162

def self.opportunities_data(dates, report_type)
  select_sql = 'select * from opps_created' if report_type == 1
  select_sql = 'select * from opps_product_line' if report_type == 2

  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), opps as (
          select id as opportunity_id,
              case when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 6 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '2 day')::date
                      when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 0 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '1 day')::date else timezone('America/Chicago', timestamptz(created_at))::date end as date,
              state,a.quote_id
          from view_opportunities vo
          inner join (
              select opportunity_id,max(id) as quote_id
              from quotes
              group by opportunity_id
          )a on vo.id = a.opportunity_id
          where (timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}')

      ), opps_quotes as (
          select op.opportunity_id,op.quote_id,op.date,op.state,coalesce((line_total * coalesce(avg_rate,1)),0) as line_total
          from quotes q
          inner join opps op on op.opportunity_id = q.opportunity_id and op.quote_id = q.id
          left join (
              select from_currency,to_char(effective_date,'YYYY')::int as year,to_char(effective_date,'MM')::int as month,avg(rate) as avg_rate
              from exchange_rates
              where from_currency = 'CAD' and to_currency = 'USD'
              group by from_currency,to_char(effective_date,'YYYY')::int,to_char(effective_date,'MM')::int
          )a on to_char(timezone('America/Chicago', timestamptz(q.created_at))::date,'YYYY')::int = year and to_char(timezone('America/Chicago', timestamptz(q.created_at))::date,'MM')::int = month and currency = a.from_currency

      ), opps_invoices as (
          select op.opportunity_id,op.quote_id,sum(revenue_consolidated) as invoiced_value
          from orders o
          inner join invoices i on o.id = i.order_id
          inner join opps op on o.opportunity_id = op.opportunity_id
          where o.state = 'invoiced'
          and order_type = 'SO'
          and i.state in ('paid','unpaid')
          group by op.opportunity_id,op.quote_id

      ), quotes_rank as (
          select opportunity_id,amount_rank,amount,group1
          from (
              select q.opportunity_id,rank() over (partition by q.id order by sum(quantity * coalesce(unit_cogs,discounted_price)) desc) as amount_rank,sum(quantity * coalesce(unit_cogs,discounted_price)) as amount,trim(split_part(lineage_expanded,'>',1)) as group1
              from quotes q
              inner join line_items li on q.id = li.resource_id and resource_type = 'Quote'
              inner join items i on li.item_id = i.id
              inner join product_lines pl on i.primary_product_line_id = pl.id
              inner join opps_quotes oq on q.id = oq.quote_id
              where li.tax_class = 'g'
              group by q.id,group1
          )qk
          where amount_rank = 1

      ), orders_rank as (
          select opportunity_id,amount_rank,amount,group1
          from (
              select o.opportunity_id,rank() over (partition by o.id order by sum(quantity * coalesce(unit_cogs,discounted_price)) desc) as amount_rank,sum(quantity * coalesce(unit_cogs,discounted_price)) as amount,trim(split_part(lineage_expanded,'>',1)) as group1
              from orders o
              inner join line_items li on o.id = li.resource_id and resource_type = 'Order'
              inner join items i on li.item_id = i.id
              inner join product_lines pl on i.primary_product_line_id = pl.id
              inner join opps_invoices oi on o.opportunity_id = oi.opportunity_id
              where li.tax_class = 'g'
              and o.order_type in ('SO','CI')
              group by o.id,group1
          )ok
          where amount_rank = 1

      ), opps_pl_rank as (
          select date,group1,count(opportunity_id) as num_opps,sum(opp_amount) as opp_amount
          from (
              select distinct date,coalesce(rk.group1,qr.group1,'FloorHeating') as group1,oq.opportunity_id,coalesce(invoiced_value,line_total) as opp_amount
              from opps_quotes oq
              left join opps_invoices oi on oq.opportunity_id = oi.opportunity_id
              left join quotes_rank qr on oq.opportunity_id = qr.opportunity_id
              left join orders_rank rk on oq.opportunity_id = rk.opportunity_id
          )pl
          group by date,group1

      ), opps_product_line as (
          select group1,
              sum(case when date between (select min(c_date) from periods) and (select max(c_date) from periods) then opp_amount else 0 end) as c_total,
              sum(case when date between (select min(c_date) from periods) and (select max(c_date) from periods) then num_opps else 0 end) as c_num_opp_total,
              sum(case when date between (select min(p_date) from periods) and (select max(p_date) from periods) then opp_amount else 0 end) as p_total,
              sum(case when date between (select min(p_date) from periods) and (select max(p_date) from periods) then num_opps else 0 end) as p_num_opp_total
          from opps_pl_rank
          group by group1
          order by 2 desc

      ), opps_result as (
          select date,count(oq.opportunity_id) as num_opp,sum(line_total) as value_opp,
              sum(case when state = 'won' then 1 else 0 end) as num_won_opp,
              sum(case when state = 'won' then invoiced_value else 0 end) as value_won_opp,
              sum(case when state = 'lost' then 1 else 0 end) as num_lost_opp,
              sum(case when state = 'lost' then line_total else 0 end) as value_lost_opp
          from opps_quotes oq
          left join opps_invoices oi on oq.opportunity_id = oi.opportunity_id
          group by date

      ), opps_created as (
          select c_date,pt1.num_opp as c_num_opp,pt1.value_opp as c_value_opp,pt1.num_won_opp as c_num_won_opp,pt1.value_won_opp as c_value_won_opp,pt1.num_lost_opp as c_num_lost_opp,pt1.value_lost_opp as c_value_lost_opp,
              p_date,pt2.num_opp as p_num_opp,pt2.value_opp as p_value_opp,pt2.num_won_opp as p_num_won_opp,pt2.value_won_opp as p_value_won_opp,pt2.num_lost_opp as p_num_lost_opp,pt2.value_lost_opp as p_value_lost_opp
          from periods p
          left join opps_result pt1 on p.c_date = pt1.date
          left join opps_result pt2 on p.p_date = pt2.date

      )
      #{select_sql};
  SQL

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

.opportunities_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 379

def self.opportunities_totals(data)
  ttlc_num_opp = data.map { |i| i[:c_num_opp].to_i }.sum
  ttlc_num_won_opp = data.map { |i| i[:c_num_won_opp].to_i }.sum
  ttlc_num_lost_opp = data.map { |i| i[:c_num_lost_opp].to_i }.sum
  ttlc_value_opp = data.map { |i| i[:c_value_opp].to_i }.sum
  ttlc_value_won_opp = data.map { |i| i[:c_value_won_opp].to_i }.sum
  ttlc_value_lost_opp = data.map { |i| i[:c_value_lost_opp].to_i }.sum
  ttlp_num_opp = data.map { |i| i[:p_num_opp].to_i }.sum
  ttlp_num_won_opp = data.map { |i| i[:p_num_won_opp].to_i }.sum
  ttlp_num_lost_opp = data.map { |i| i[:p_num_lost_opp].to_i }.sum
  ttlp_value_opp = data.map { |i| i[:p_value_opp].to_i }.sum
  ttlp_value_won_opp = data.map { |i| i[:p_value_won_opp].to_i }.sum
  ttlp_value_lost_opp = data.map { |i| i[:p_value_lost_opp].to_i }.sum
  ttlc_num_opp_conv = ttlc_num_opp.zero? ? 0.0 : (ttlc_num_won_opp.to_f / ttlc_num_opp.to_f) * 100
  ttlp_num_opp_conv = ttlp_num_opp.zero? ? 0.0 : (ttlp_num_won_opp.to_f / ttlp_num_opp.to_f) * 100
  ttlc_value_opp_conv = ttlc_value_opp.zero? ? 0.0 : (ttlc_value_won_opp.to_f / ttlc_value_opp.to_f) * 100
  ttlp_value_opp_conv = ttlp_value_opp.zero? ? 0.0 : (ttlp_value_won_opp.to_f / ttlp_value_opp.to_f) * 100
  var_num_opp = ttlp_num_opp.zero? ? 0.0 : ((ttlc_num_opp.to_f - ttlp_num_opp.to_f) / ttlp_num_opp.to_f) * 100
  var_num_won_opp = ttlp_num_won_opp.zero? ? 0.0 : ((ttlc_num_won_opp.to_f - ttlp_num_won_opp.to_f) / ttlp_num_won_opp.to_f) * 100
  var_num_lost_opp = ttlp_num_lost_opp.zero? ? 0.0 : ((ttlc_num_lost_opp.to_f - ttlp_num_lost_opp.to_f) / ttlp_num_lost_opp.to_f) * 100
  var_value_opp = ttlp_value_opp.zero? ? 0.0 : ((ttlc_value_opp.to_f - ttlp_value_opp.to_f) / ttlp_value_opp.to_f) * 100
  var_value_won_opp = ttlp_value_won_opp.zero? ? 0.0 : ((ttlc_value_won_opp.to_f - ttlp_value_won_opp.to_f) / ttlp_value_won_opp.to_f) * 100
  var_value_lost_opp = ttlp_value_lost_opp.zero? ? 0.0 : ((ttlc_value_lost_opp.to_f - ttlp_value_lost_opp.to_f) / ttlp_value_lost_opp.to_f) * 100
  var_num_conv = ttlp_num_opp_conv.zero? ? 0.0 : ((ttlc_num_opp_conv - ttlp_num_opp_conv) / ttlp_num_opp_conv) * 100
  var_value_conv = ttlp_value_opp_conv.zero? ? 0.0 : ((ttlc_value_opp_conv - ttlp_value_opp_conv) / ttlp_value_opp_conv) * 100
  { ttlc_num_opp: ttlc_num_opp, ttlc_num_won_opp: ttlc_num_won_opp, ttlc_num_lost_opp: ttlc_num_lost_opp,
                           ttlp_num_opp: ttlp_num_opp, ttlp_num_won_opp: ttlp_num_won_opp, ttlp_num_lost_opp: ttlp_num_lost_opp,
                           var_num_opp: var_num_opp, var_num_won_opp: var_num_won_opp, var_num_lost_opp: var_num_lost_opp,
                           ttlc_value_opp: ttlc_value_opp, ttlc_value_won_opp: ttlc_value_won_opp, ttlc_value_lost_opp: ttlc_value_lost_opp,
                           ttlp_value_opp: ttlp_value_opp, ttlp_value_won_opp: ttlp_value_won_opp, ttlp_value_lost_opp: ttlp_value_lost_opp,
                           var_value_opp: var_value_opp, var_value_won_opp: var_value_won_opp, var_value_lost_opp: var_value_lost_opp,
                           ttlc_num_opp_conv: ttlc_num_opp_conv, ttlp_num_opp_conv: ttlp_num_opp_conv, ttlc_value_opp_conv: ttlc_value_opp_conv,
                           ttlp_value_opp_conv: ttlp_value_opp_conv, var_num_conv: var_num_conv, var_value_conv: var_value_conv }
end

.orders_data(dates, report_type) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 414

def self.orders_data(dates, report_type)
  select_sql = 'select * from orders_created' if report_type == 1
  select_sql = 'select * from orders_product_line' if report_type == 2

  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), total_orders as (
          select id as order_id,
              case when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 6 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '2 day')::date
                      when extract(dow from timezone('America/Chicago', timestamptz(created_at))::date) = 0 then (timezone('America/Chicago', timestamptz(created_at))::date + interval '1 day')::date else timezone('America/Chicago', timestamptz(created_at))::date end as o_date,
              state,coalesce((line_total * coalesce(avg_rate,1)),0) as line_total
          from orders o
          left join (
              select from_currency,to_char(effective_date,'YYYY')::int as year,to_char(effective_date,'MM')::int as month,avg(rate) as avg_rate
              from exchange_rates
              where from_currency = 'CAD' and to_currency = 'USD'
              group by from_currency,to_char(effective_date,'YYYY')::int,to_char(effective_date,'MM')::int
          )a on to_char(timezone('America/Chicago', timestamptz(o.created_at))::date,'YYYY')::int = year and to_char(timezone('America/Chicago', timestamptz(o.created_at))::date,'MM')::int = month and currency = a.from_currency
          where o.order_type in ('SO','CI')
          and ((timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))

      ), orders_invoiced as (
          select o_date,i.order_id,sum(consolidated_exchange_rate * quantity * discounted_price) as iv_line_total
          from invoices i
          inner join total_orders td on i.order_id = td.order_id
          inner join line_items li on li.resource_type = 'Invoice' and li.resource_id = i.id
          and i.state in ('paid','unpaid')
          and li.tax_class = 'g'
          group by o_date,i.order_id

      ), orders_pl_rank as (
          select order_id,amount_rank,amount,group1
          from (
              select o.id as order_id,rank() over (partition by o.id order by sum(quantity * coalesce(unit_cogs,discounted_price)) desc) as amount_rank,sum(quantity * coalesce(unit_cogs,discounted_price)) as amount,trim(split_part(lineage_expanded,'>',1)) as group1
              from orders o
              inner join line_items li on o.id = li.resource_id and resource_type = 'Order'
              inner join items i on li.item_id = i.id
              inner join product_lines pl on i.primary_product_line_id = pl.id
              where li.tax_class = 'g'
              and o.order_type in ('SO','CI')
              and ((timezone('America/Chicago', timestamptz(o.created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(o.created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
              group by o.id,group1
          )k
          where amount_rank = 1

      ), orders_product_line as (
          select group1,
              sum(case when o_date between (select min(c_date) from periods) and (select max(c_date) from periods) then iv_line_total else 0 end) as c_total,
              sum(case when o_date between (select min(c_date) from periods) and (select max(c_date) from periods) then num_orders else 0 end) as c_num_ord_total,
              sum(case when o_date between (select min(p_date) from periods) and (select max(p_date) from periods) then iv_line_total else 0 end) as p_total,
              sum(case when o_date between (select min(p_date) from periods) and (select max(p_date) from periods) then num_orders else 0 end) as p_num_ord_total
          from (
              select o_date,r.group1,sum(iv_line_total) as iv_line_total,count(distinct oi.order_id) as num_orders
              from orders_invoiced oi
              inner join orders_pl_rank r on oi.order_id = r.order_id
              left join periods p1 on oi.o_date = p1.c_date
              left join periods p2 on oi.o_date = p2.p_date
              where coalesce(p1.c_date,p2.p_date) is not null
              and r.group1 <> 'Marketing'
              group by o_date,r.group1
          )a
          group by group1
          order by 2 desc

      ), data_orders as (
          select o_date,count(order_id) as ttl_ord,sum(case when state = 'invoiced' then iv_line_total else line_total end) as ttl_val_ord,
              sum(case when state = 'invoiced' then 1 else 0 end) as ttl_inv_ord,sum(case when state = 'invoiced' then iv_line_total else 0 end) as ttl_inv_val_ord
          from (
              select tr.o_date,tr.order_id,tr.state,tr.line_total,sum(od.iv_line_total) as iv_line_total
              from total_orders tr
              left join orders_invoiced od on tr.order_id = od.order_id
              group by tr.o_date,tr.order_id,tr.state,tr.line_total
          )a
          group by o_date

      ), orders_created as (
          select c_date,dc.ttl_ord as ttlc_ord,dc.ttl_val_ord as ttlc_val_ord,dc.ttl_inv_ord as ttlc_inv_ord,dc.ttl_inv_val_ord as ttlc_inv_val_ord,
              p_date,dp.ttl_ord as ttlp_ord,dp.ttl_val_ord as ttlp_val_ord,dp.ttl_inv_ord as ttlp_inv_ord,dp.ttl_inv_val_ord as ttlp_inv_val_ord
          from periods p
          left join data_orders dc on p.c_date = dc.o_date
          left join data_orders dp on p.p_date = dp.o_date
          order by c_date

      )
      #{select_sql};
  SQL

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

.orders_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 540

def self.orders_totals(data)
  num_days = data.map { |i| i[:c_date].to_i }.count
  ttlc_orders = data.map { |i| i[:ttlc_ord].to_i }.sum
  ttlc_value = data.map { |i| i[:ttlc_val_ord].to_i }.sum
  ttlc_inv_orders = data.map { |i| i[:ttlc_inv_ord].to_i }.sum
  ttlc_inv_value = data.map { |i| i[:ttlc_inv_val_ord].to_i }.sum
  ttlp_orders = data.map { |i| i[:ttlp_ord].to_i }.sum
  ttlp_value = data.map { |i| i[:ttlp_val_ord].to_i }.sum
  ttlp_inv_orders = data.map { |i| i[:ttlp_inv_ord].to_i }.sum
  ttlp_inv_value = data.map { |i| i[:ttlp_inv_val_ord].to_i }.sum

  c_orders_by_day = num_days.zero? ? 0.0 : (ttlc_orders / num_days)
  c_value_by_day = num_days.zero? ? 0.0 : (ttlc_value / num_days)
  c_inv_orders_by_day = num_days.zero? ? 0.0 : (ttlc_inv_orders / num_days)
  c_inv_value_by_day = num_days.zero? ? 0.0 : (ttlc_inv_value / num_days)
  p_orders_by_day = num_days.zero? ? 0.0 : (ttlp_orders / num_days)
  p_value_by_day = num_days.zero? ? 0.0 : (ttlp_value / num_days)
  p_inv_orders_by_day = num_days.zero? ? 0.0 : (ttlp_inv_orders / num_days)
  p_inv_value_by_day = num_days.zero? ? 0.0 : (ttlp_inv_value / num_days)

  var_orders = ttlp_orders.zero? ? 0.0 : (((ttlc_orders.to_f - ttlp_orders.to_f) / ttlp_orders.to_f) * 100)
  var_value = ttlp_value.zero? ? 0.0 : (((ttlc_value.to_f - ttlp_value.to_f) / ttlp_value.to_f) * 100)
  var_inv_orders = ttlp_inv_orders.zero? ? 0.0 : (((ttlc_inv_orders.to_f - ttlp_inv_orders.to_f) / ttlp_inv_orders.to_f) * 100)
  var_inv_value = ttlp_inv_value.zero? ? 0.0 : (((ttlc_inv_value.to_f - ttlp_inv_value.to_f) / ttlp_inv_value.to_f) * 100)

  var_orders_by_day = p_orders_by_day.zero? ? 0.0 : (((c_orders_by_day.to_f - p_orders_by_day.to_f) / p_orders_by_day.to_f) * 100)
  var_value_by_day = p_value_by_day.zero? ? 0.0 : (((c_value_by_day.to_f - p_value_by_day.to_f) / p_value_by_day.to_f) * 100)
  var_inv_orders_by_day = p_inv_orders_by_day.zero? ? 0.0 : (((c_inv_orders_by_day.to_f - p_inv_orders_by_day.to_f) / p_inv_orders_by_day.to_f) * 100)
  var_inv_value_by_day = p_inv_value_by_day.zero? ? 0.0 : (((c_inv_value_by_day.to_f - p_inv_value_by_day.to_f) / p_inv_value_by_day.to_f) * 100)
  { ttlc_orders: ttlc_orders, ttlc_value: ttlc_value, ttlc_inv_orders: ttlc_inv_orders, ttlc_inv_value: ttlc_inv_value,
                    ttlp_orders: ttlp_orders, ttlp_value: ttlp_value, ttlp_inv_orders: ttlp_inv_orders, ttlp_inv_value: ttlp_inv_value,
                    var_orders: var_orders, var_value: var_value, var_inv_orders: var_inv_orders, var_inv_value: var_inv_value,
                    c_orders_by_day: c_orders_by_day, c_value_by_day: c_value_by_day, c_inv_orders_by_day: c_inv_orders_by_day, c_inv_value_by_day: c_inv_value_by_day,
                    p_orders_by_day: p_orders_by_day, p_value_by_day: p_value_by_day, p_inv_orders_by_day: p_inv_orders_by_day, p_inv_value_by_day: p_inv_value_by_day,
                    var_orders_by_day: var_orders_by_day, var_value_by_day: var_value_by_day, var_inv_orders_by_day: var_inv_orders_by_day, var_inv_value_by_day: var_inv_value_by_day }
end

.results(options = {}, type) ⇒ Object

Result = Data.define( :success?, :date_from, :date_to, :date_from_prev, :date_to_prev,
[:customer_created], :customer_summary,
[:opportunities_created], [:opps_by_product_line], :opps_conversion_time, :opportunities_summary,
[:orders_created], [:orders_by_product_line], :orders_summary,
[:services_by_pl], [:services_by_date],
[:rooms_created], :rooms_summary,
[:calls], :calls_summary,
[:communications], :communications_summary,
[:sms], :sms_summary,
[:website_visits], [:website_traffic], :website_visits_summary) do



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

def self.results(options = {}, type)
  start_date = options[:period1_gteq].to_date
  end_date = options[:period1_lteq].to_date
  compare_start_date = options[:period2_gteq].to_date
  compare_end_date = options[:period2_lteq].to_date

  # dates = dates_to_check(start_date,end_date,compare_start_date,compare_end_date)
  # customer_created = customer_data(dates)
  # customer_summary = customer_totals(customer_created)

  # opportunities_created = opportunities_data(dates,1)
  # opps_by_product_line = opportunities_data(dates,2)
  # opps_conversion_time = opportunities_conversion_time(dates)
  # opportunities_summary = opportunities_totals(opportunities_created)

  # orders_created = orders_data(dates,1)
  # orders_by_product_line = orders_data(dates,2)
  # orders_summary = orders_totals(orders_created)

  # services_by_pl = services_data(dates,1)
  # services_by_date = services_data(dates,2)

  # rooms_created = rooms_data(dates)
  # rooms_summary = rooms_totals(rooms_created)

  # calls = calls_data(dates)
  # calls_summary = calls_totals(calls)

  # communications = communications_data(dates)
  # communications_summary = communications_totals(communications)

  # sms = sms_data(dates)
  # sms_summary = sms_totals(sms)

  # website_visits = website_visits_data(dates,1)
  # website_traffic = website_visits_data(dates,2)
  # website_visits_summary = website_visits_totals(website_visits)

  # Result.new( success: true,
  #             date_from: start_date,
  #             date_to: end_date,
  #             date_from_prev: compare_start_date,
  #             date_to_prev: compare_end_date,
  #             customer_created: customer_created,
  #             customer_summary: customer_summary,
  #             opportunities_created: opportunities_created,
  #             opps_by_product_line: opps_by_product_line,
  #             opps_conversion_time: opps_conversion_time,
  #             opportunities_summary: opportunities_summary,
  #             orders_created: orders_created,
  #             orders_by_product_line: orders_by_product_line,
  #             orders_summary: orders_summary,
  #             services_by_pl: services_by_pl,
  #             services_by_date: services_by_date,
  #             rooms_created: rooms_created,
  #             rooms_summary: rooms_summary,
  #             calls: calls,
  #             calls_summary: calls_summary,
  #             communications: communications,
  #             communications_summary: communications_summary,
  #             sms: sms,
  #             sms_summary: sms_summary,
  #             website_visits: website_visits,
  #             website_traffic: website_traffic,
  #             website_visits_summary: website_visits_summary
  # )
end

.rooms_data(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 670

def self.rooms_data(dates)
  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), rooms as (
          select rc_date,count(rc_id) as rc_total,
              sum(case when state = 'complete' then 1 else 0 end) as rc_complete,
              sum(case when reference_number like '%-R%' then 1 else 0 end) as rc_revised,
              sum(case when coalesce(system1,system2) = 'Floor Heating' then 1 else 0 end) as rc_floor_heating,
              sum(case when coalesce(system1,system2) = 'Snow Melting' then 1 else 0 end) as rc_snow_melting,
              sum(case when coalesce(system1,system2) not in ('Floor Heating','Snow Melting')  then 1 else 0 end) as rc_others

          from (
              select
                  case when extract(dow from timezone('America/Chicago', timestamptz(rc.created_at))::date) = 6 then (timezone('America/Chicago', timestamptz(rc.created_at))::date + interval '2 day')::date
                      when extract(dow from timezone('America/Chicago', timestamptz(rc.created_at))::date) = 0 then (timezone('America/Chicago', timestamptz(rc.created_at))::date + interval '1 day')::date else timezone('America/Chicago', timestamptz(rc.created_at))::date end as rc_date,
                  rc.id as rc_id,reference_number,rc.state,
                  rtrim(split_part(lineage_expanded,'>', 1)) as system1,
                  case when ft.environment = 'Countertop' then 'Countertop Heater'
                          when ft.environment = 'Outdoor' then 'Snow Melting'
                          when ft.environment = 'Roof' then 'Roof & Gutter Deicing'
                          when ft.environment = 'Indoor' and rt.name = 'Driveway' then 'Snow Melting'
                          when ft.environment = 'Indoor' and rt.name = 'Walkway' then 'Snow Melting'
                          when ft.environment = 'Pipe' then 'Pipe Freeze Protection'
                          when ft.environment = 'Indoor' and rt.name not in ('Driveway','Walkway') then 'Floor Heating' end as system2
              from room_configurations rc
              left join product_lines pl on rc.heating_system_product_line_id = pl.id
              left join floor_types ft on rc.floor_type_id = ft.id
              left join room_types rt on rc.room_type_id = rt.id
              where (timezone('America/Chicago', timestamptz(rc.created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(rc.created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
          )a
          group by rc_date

      ), rooms_created as (
          select c_date,rc.rc_total as rcc_total,rc.rc_complete as rcc_complete,rc.rc_revised as rcc_revised,rc.rc_floor_heating as rcc_floor_heating,rc.rc_snow_melting as rcc_snow_melting,rc.rc_others as rcc_others,
              p_date,rp.rc_total as rcp_total,rp.rc_complete as rcp_complete,rp.rc_revised as rcp_revised,rp.rc_floor_heating as rcp_floor_heating,rp.rc_snow_melting as rcp_snow_melting,rp.rc_others as rcp_others
          from periods p
          left join rooms rc on p.c_date = rc.rc_date
          left join rooms rp on p.p_date = rp.rc_date
          order by c_date
      )
      select * from rooms_created;
  SQL

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

.rooms_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 752

def self.rooms_totals(data)
  ttlc_rooms = data.map { |i| i[:rcc_total].to_i }.sum
  ttlc_complete = data.map { |i| i[:rcc_complete].to_i }.sum
  ttlc_revised = data.map { |i| i[:rcc_revised].to_i }.sum
  ttlc_fh = data.map { |i| i[:rcc_floor_heating].to_i }.sum
  ttlc_sm = data.map { |i| i[:rcc_snow_melting].to_i }.sum
  ttlc_others = data.map { |i| i[:rcc_others].to_i }.sum
  ttlp_rooms = data.map { |i| i[:rcp_total].to_i }.sum
  ttlp_complete = data.map { |i| i[:rcp_complete].to_i }.sum
  ttlp_revised = data.map { |i| i[:rcp_revised].to_i }.sum
  ttlp_fh = data.map { |i| i[:rcp_floor_heating].to_i }.sum
  ttlp_sm = data.map { |i| i[:rcp_snow_melting].to_i }.sum
  ttlp_others = data.map { |i| i[:rcp_others].to_i }.sum
  var_rooms = ttlc_rooms - ttlp_rooms
  var_complete = ttlc_complete - ttlp_complete
  var_revised = ttlc_revised - ttlp_revised
  var_fh = ttlc_fh - ttlp_fh
  var_sm = ttlc_sm - ttlp_sm
  var_others = ttlc_others - ttlp_others
  { ttlc_rooms: ttlc_rooms, ttlc_complete: ttlc_complete, ttlc_revised: ttlc_revised, ttlc_fh: ttlc_fh, ttlc_sm: ttlc_sm, ttlc_others: ttlc_others,
                   ttlp_rooms: ttlp_rooms, ttlp_complete: ttlp_complete, ttlp_revised: ttlp_revised, ttlp_fh: ttlp_fh, ttlp_sm: ttlp_sm, ttlp_others: ttlp_others,
                   var_rooms: var_rooms, var_complete: var_complete, var_revised: var_revised, var_fh: var_fh, var_sm: var_sm, var_others: var_others }
end

.services_data(dates, report_type) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 577

def self.services_data(dates, report_type)
  select_sql = 'select * from result_by_pl' if report_type == 1
  select_sql = 'select * from result_by_date' if report_type == 2
  start_date = dates[:date_from].years_ago(1)
  end_date = dates[:date_to].years_ago(1)

  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), sales_by_date as (
          select gl_date,sum(qty_shipped) as qty,sum(qty_shipped * discounted_price * consolidated_exchange_rate) as amount
          from invoices iv
          inner join line_items li on iv.id = li.resource_id and li.resource_type = 'Invoice'
          inner join items i on li.item_id = i.id
          inner join product_lines pl on i.primary_product_line_id = pl.id
          where pl.parent_id = 88
          and iv.state not in ('draft','requested')
          and (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
          group by gl_date

      ), pl as (
          select id,name
          from product_lines
          where parent_id = 88

      ), sales_by_pl as (
          select primary_product_line_id,
              case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then sum(qty_shipped * discounted_price * consolidated_exchange_rate) else 0 end cur_amount,
              case when gl_date between '#{start_date}' and '#{end_date}' then sum(qty_shipped * discounted_price * consolidated_exchange_rate) else 0 end prev_amount
          from invoices iv
          inner join line_items li on iv.id = li.resource_id and li.resource_type = 'Invoice'
          inner join items i on li.item_id = i.id
          inner join product_lines pl on i.primary_product_line_id = pl.id
          where pl.parent_id = 88
          and iv.state not in ('draft','requested')
          and (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
          group by gl_date,primary_product_line_id

      ), result_by_date as (
          select c_date,coalesce(sc.qty,0) as c_qty,coalesce(sc.amount,0) as c_amount,p_date,coalesce(sp.qty,0) as p_qty,coalesce(sp.amount,0) as p_amount
          from periods p
          left join sales_by_date sc on p.c_date = sc.gl_date
          left join sales_by_date sp on p.p_date = sp.gl_date
          order by c_date

      ), result_by_pl as (
          select id,name,sum(coalesce(cur_amount,0)) as cur_amount,sum(coalesce(prev_amount,0)) as prev_amount,(sum(coalesce(cur_amount,0)) - sum(coalesce(prev_amount,0))) as var
          from pl
          left join sales_by_pl on pl.id = sales_by_pl.primary_product_line_id
          group by id,name

      )
      #{select_sql};
  SQL

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

.sms_data(dates) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 921

def self.sms_data(dates)
  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          where weekend = 'Weekday'
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), sms_data as (
          select
          timezone('America/Chicago', timestamptz(created_at))::date as date,
          sum(case when state = 'received' then 1 else 0 end) as sms_received,
          sum(case when state = 'delivered' then 1 else 0 end) as sms_delivered
          from sms_messages
          where state in ('received','delivered')
          and ((timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (timezone('America/Chicago', timestamptz(created_at))::date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
          group by timezone('America/Chicago', timestamptz(created_at))

      ), sms_result as (
          select c_date,coalesce(s1.sms_received,0) as c_sms_received,coalesce(s1.sms_delivered,0) as c_sms_delivered,
              p_date,coalesce(s2.sms_received,0) as p_sms_received,coalesce(s2.sms_delivered,0) as p_sms_delivered
          from periods p
          left join sms_data s1 on p.c_date = s1.date
          left join sms_data s2 on p.p_date = s2.date
      )
      select c_date,sum(c_sms_received) as c_sms_received,sum(c_sms_delivered) as c_sms_delivered,
             p_date,sum(p_sms_received) as p_sms_received,sum(p_sms_delivered) as p_sms_delivered
      from sms_result
      group by c_date,p_date;
  SQL

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

.sms_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 986

def self.sms_totals(data)
  num_days = data.map { |i| i[:c_date].to_i }.count
  ttlc_received = data.map { |i| i[:c_sms_received].to_i }.sum
  ttlc_delivered = data.map { |i| i[:c_sms_delivered].to_i }.sum
  ttlp_received = data.map { |i| i[:p_sms_received].to_i }.sum
  ttlp_delivered = data.map { |i| i[:p_sms_delivered].to_i }.sum

  var_received = ttlp_received.zero? ? 0.0 : (((ttlc_received.to_f - ttlp_received.to_f) / ttlp_received.to_f) * 100)
  var_delivered = ttlp_delivered.zero? ? 0.0 : (((ttlc_delivered.to_f - ttlp_delivered.to_f) / ttlp_delivered.to_f) * 100)
  { ttlc_received: ttlc_received, ttlc_delivered: ttlc_delivered, ttlp_received: ttlp_received,
                 ttlp_delivered: ttlp_delivered, var_received: var_received, var_delivered: var_delivered }
end

.website_visits_data(dates, report_type) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 999

def self.website_visits_data(dates, report_type)
  select_sql = 'select * from visits_result' if report_type == 1
  select_sql = 'select * from traffic_result' if report_type == 2

  sql = <<-SQL
      with current_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as c_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          and dt2.date between '#{dates[:date_from]}' and '#{dates[:date_to]}'

      ), previous_period as (
          select (week_id::varchar || extract(dow from dt2.date)::varchar)::int as date_id,dt2.date as p_date
          from (
              select (row_number() over (ORDER BY a.week_num))::int as week_id,week_num
              from (
                  select distinct extract(week from dt1.date) as week_num
                  from analytic_date_time_dimensions dt1
                  where dt1.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'
                  and weekend = 'Weekday'
                  order by 1
              )a
          )b
          inner join analytic_date_time_dimensions dt2 on b.week_num = extract(week from dt2.date)
          and dt2.date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}'

      ), periods as (
          select cp.date_id,c_date,p_date
          from current_period cp
          inner join previous_period pp on cp.date_id = pp.date_id

      ), visits as (
          select
          visit_date,
          sum(number_visits) as visits,
          sum(case when country_code = 'us' then number_visits else 0 end) as us_visits,
          sum(case when country_code = 'ca' then number_visits else 0 end) as ca_visits
          from view_visits_facts
          where ((visit_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (visit_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
          group by visit_date

      ), visits_result as (
          select c_date,v1.visits as c_visits,v1.us_visits as c_us_visits,v1.ca_visits as c_ca_visits,
              p_date,v2.visits as p_visits,v2.us_visits as p_us_visits,v2.ca_visits as p_ca_visits
          from periods p
          left join visits v1 on p.c_date = v1.visit_date
          left join visits v2 on p.p_date = v2.visit_date
          order by c_date

      ), traffic as (
          select visit_date,
          sum(case when code = 1 then values else 0 end) as campaign,
          sum(case when code = 12 then values else 0 end) as campaignppc,
          sum(case when code = 4 then values else 0 end) as organic,
          sum(case when code = 2 then values else 0 end) as direct,
          sum(case when code = 3 then values else 0 end) as referral
          from view_visits_detail_facts
          where ((visit_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}') or (visit_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'))
          and code in (1,2,3,4,12)
          group by visit_date

      ), traffic_result as (
          select c_date,t1.campaign as c_campaign,t1.campaignppc as c_campaignppc,t1.organic as c_organic,t1.direct as c_direct,t1.referral as c_referral,
              p_date,t2.campaign as p_campaign,t2.campaignppc as p_campaignppc,t2.organic as p_organic,t2.direct as p_direct,t2.referral as p_referral
          from periods p
          left join traffic t1 on p.c_date = t1.visit_date
          left join traffic t2 on p.p_date = t2.visit_date
          order by c_date
      )
      #{select_sql};
  SQL

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

.website_visits_totals(data) ⇒ Object 



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# File 'app/services/report/lead_report/lead_report.rb', line 1083

def self.website_visits_totals(data)
  num_days = data.map { |i| i[:c_date].to_i }.count
  ttlc_visits = data.map { |i| i[:c_visits].to_i }.sum
  ttlc_us_visits = data.map { |i| i[:c_us_visits].to_i }.sum
  ttlc_ca_visits = data.map { |i| i[:c_ca_visits].to_i }.sum
  ttlp_visits = data.map { |i| i[:p_visits].to_i }.sum
  ttlp_us_visits = data.map { |i| i[:p_us_visits].to_i }.sum
  ttlp_ca_visits = data.map { |i| i[:p_ca_visits].to_i }.sum

  var_visits = ttlp_visits.zero? ? 0.0 : (((ttlc_visits.to_f - ttlp_visits.to_f) / ttlp_visits.to_f) * 100)
  var_us_visits = ttlp_us_visits.zero? ? 0.0 : (((ttlc_us_visits.to_f - ttlp_us_visits.to_f) / ttlp_us_visits.to_f) * 100)
  var_ca_visits = ttlp_ca_visits.zero? ? 0.0 : (((ttlc_ca_visits.to_f - ttlp_ca_visits.to_f) / ttlp_ca_visits.to_f) * 100)
  { ttlc_visits: ttlc_visits, ttlc_us_visits: ttlc_us_visits, ttlc_ca_visits: ttlc_ca_visits,
                            ttlp_visits: ttlp_visits, ttlp_us_visits: ttlp_us_visits, ttlp_ca_visits: ttlp_ca_visits,
                            var_visits: var_visits, var_us_visits: var_us_visits, var_ca_visits: var_ca_visits }
end