Class: Report::SalesProfit::SalesProfit

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

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.data_first_level(start_date, end_date, report_groupings, customer_ids, company_ids, state_codes, sales_ids, granularity) ⇒ Object 



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# File 'app/services/report/sales_profit/sales_profit.rb', line 97

def self.data_first_level(start_date,end_date,report_groupings,customer_ids,company_ids,state_codes,sales_ids,granularity)
  start_date_bc = start_date.days_ago(90)
  end_date_bc = start_date.days_ago(1)
  report_grouping_sql = " and vs.report_grouping in (#{report_groupings.map{|rg| "'#{rg.sub("'","''")}'" }.join(',')})" if report_groupings.present?
  customer_id_sql = " and vs.customer_id in (#{customer_ids.map{|cu| "'#{cu}'" }.join(',')})" if customer_ids.present?
  company_id_sql = " and vs.company_id in (#{company_ids.map{|co| "'#{co}'" }.join(',')})" if company_ids.present?
  state_code_sql = " and ad.state_code in (#{state_codes.map{|sc| "'#{sc}'" }.join(',')})" if state_codes.present?
  sales_type_sql = " and vs.invoice_type in (#{sales_ids.map{|st| "'#{st}'" }.join(',')})" if sales_ids.present?
  select = "group1" if granularity == 1
  select = 'report_grouping' if (granularity == 2 || granularity == 4)
  select = 'state_name' if granularity == 3
  sub_select = "trim(split_part(pl.lineage_expanded,'>',1)) as group1,case when trim(split_part(lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(lineage_expanded,'>',2)) end as breakdown" if granularity == 1
  sub_select = "vs.report_grouping,trim(split_part(pl.lineage_expanded,'>',1)) as breakdown" if (granularity == 2 || granularity == 4)
  sub_select = "case when st.name is null then 'Unknown' else (st.country_iso3 || ' - ' || st.name) end as state_name,vs.report_grouping as breakdown" if granularity == 3
  join = ' left join states st on ad.state_code = st.code' if granularity == 3

  sql = <<-SQL
    select
    #{select},
    sum(case when gl_date >= '#{start_date}' then quantity else 0 end) as qty,
    sum(case when gl_date >= '#{start_date}' then (quantity * coalesce(sqft::decimal,0)) else 0 end) as sqft,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) as sales,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) as cogs,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mc,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) as variable_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mvc,
    sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) as sales_tax,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mst,
    sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) as sales_commission,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msc,
    sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) as ccpp_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mcp,
    sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) as shp_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msh,
    sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) as bad_credit,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mbc,
    sum(case when gl_date >= '#{start_date}' then returns else 0 end) as returns,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then returns else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mr,
    (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
     sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
     sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
     sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
     sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
     sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
     sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
    ) as profit,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0 else ((
    (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
     sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
     sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
     sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
     sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
     sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
     sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
    ) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mp,
    count(distinct breakdown) as rows_num
    from (
      select
      #{sub_select},
      vs.quantity,vs.sqft,vs.exchange_rate,msrp,vs.discounted_price,vs.unit_cogs,commision_rate,vc_ptg,vc_amount,amazon_vc,invoice_state,coalesce(ccp_distributed_cost,0) as ccp_distributed_cost,
      coalesce(sp_distributed_cost,0) as sp_distributed_cost,gl_date,due_date,tax_total,coalesce(((vri.quantity * vri.exchange_rate * vri.discounted_price) * -1),0) as returns
      from view_sales vs
      inner join product_lines pl on vs.primary_product_line_id = pl.id
      inner join addresses ad on vs.shipping_address_id = ad.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
      #{join}
      where ((gl_date between '#{start_date}' and '#{end_date}')
      or (due_date between '#{start_date}' and '#{end_date}' and invoice_state = 'unpaid'))
      #{report_grouping_sql}
      #{customer_id_sql}
      #{company_id_sql}
      #{state_code_sql}
      #{sales_type_sql}
    ) a
    group by #{select}
    order by profit desc;
  SQL

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

.data_second_level(start_date, end_date, report_groupings, customer_ids, company_ids, state_codes, sales_ids, granularity) ⇒ Object 



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# File 'app/services/report/sales_profit/sales_profit.rb', line 190

def self.data_second_level(start_date,end_date,report_groupings,customer_ids,company_ids,state_codes,sales_ids,granularity)
  start_date_bc = start_date.days_ago(90)
  end_date_bc = start_date.days_ago(1)
  report_grouping_sql = " and vs.report_grouping in (#{report_groupings.map{|rg| "'#{rg.sub("'","''")}'" }.join(',')})" if report_groupings.present?
  customer_id_sql = " and vs.customer_id in (#{customer_ids.map{|cu| "'#{cu}'" }.join(',')})" if customer_ids.present?
  company_id_sql = " and vs.company_id in (#{company_ids.map{|co| "'#{co}'" }.join(',')})" if company_ids.present?
  state_code_sql = " and ad.state_code in (#{state_codes.map{|sc| "'#{sc}'" }.join(',')})" if state_codes.present?
  sales_type_sql = " and vs.invoice_type in (#{sales_ids.map{|st| "'#{st}'" }.join(',')})" if sales_ids.present?
  select = "group1,group2" if granularity == 1
  select = "report_grouping,group1" if (granularity == 2 || granularity == 4)
  select = 'state_name,report_grouping' if granularity == 3
  sub_select = "trim(split_part(pl.lineage_expanded,'>',1)) as group1,
                case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end as group2,
                vs.item_id as breakdown" if granularity == 1
  sub_select = "vs.report_grouping,trim(split_part(pl.lineage_expanded,'>',1)) as group1,
                vs.customer_id as breakdown" if granularity == 2
  sub_select = "case when st.name is null then 'Unknown' else (st.country_iso3 || ' - ' || st.name) end as state_name,
                vs.report_grouping,
                trim(split_part(pl.lineage_expanded,'>',1)) as breakdown" if granularity == 3
  sub_select = "vs.report_grouping,trim(split_part(pl.lineage_expanded,'>',1)) as group1,
                case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) ||
                case when trim(split_part(pl.lineage_expanded,'>',3)) = '' then '' else ' - ' || trim(split_part(pl.lineage_expanded,'>',3)) ||
                case when trim(split_part(pl.lineage_expanded,'>',4)) = '' then '' else ' - ' || trim(split_part(pl.lineage_expanded,'>',4)) end end end as breakdown" if granularity == 4
  join = ' inner join states st on ad.state_code = st.code' if granularity == 3

  sql = <<-SQL
    select
    #{select},
    sum(case when gl_date >= '#{start_date}' then quantity else 0 end) as qty,
    sum(case when gl_date >= '#{start_date}' then (quantity * coalesce(sqft::decimal,0)) else 0 end) as sqft,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) as sales,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) as cogs,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mc,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) as variable_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mvc,
    sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) as sales_tax,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mst,
    sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) as sales_commission,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msc,
    sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) as ccpp_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mcp,
    sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) as shp_cost,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msh,
    sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) as bad_credit,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mbc,
    sum(case when gl_date >= '#{start_date}' then returns else 0 end) as returns,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
         else ((sum(case when gl_date >= '#{start_date}' then returns else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mr,
    (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
     sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
     sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
     sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
     sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
     sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
     sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
    ) as profit,
    case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0 else ((
    (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
     sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
     sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
     sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
     sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
     sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
     sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
    ) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mp,
    count(distinct breakdown) as rows_num
    from (
      select
      #{sub_select},
      vs.quantity,vs.sqft,vs.exchange_rate,msrp,vs.discounted_price,vs.unit_cogs,commision_rate,vc_ptg,vc_amount,amazon_vc,invoice_state,coalesce(ccp_distributed_cost,0) as ccp_distributed_cost,
      coalesce(sp_distributed_cost,0) as sp_distributed_cost,gl_date,due_date,tax_total,coalesce(((vri.quantity * vri.exchange_rate * vri.discounted_price) * -1),0) as returns
      from view_sales vs
      inner join product_lines pl on vs.primary_product_line_id = pl.id
      inner join addresses ad on vs.shipping_address_id = ad.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
      #{join}
      where ((gl_date between '#{start_date}' and '#{end_date}')
      or (due_date between '#{start_date}' and '#{end_date}' and invoice_state = 'unpaid'))
      #{report_grouping_sql}
      #{customer_id_sql}
      #{company_id_sql}
      #{state_code_sql}
      #{sales_type_sql}
    ) a
    group by #{select}
    order by profit desc;
  SQL

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

.data_third_level(start_date, end_date, report_groupings, customer_ids, company_ids, state_codes, sales_ids, granularity) ⇒ Object 



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# File 'app/services/report/sales_profit/sales_profit.rb', line 292

def self.data_third_level(start_date,end_date,report_groupings,customer_ids,company_ids,state_codes,sales_ids,granularity)
   start_date_bc = start_date.days_ago(90)
   end_date_bc = start_date.days_ago(1)
   report_grouping_sql = " and vs.report_grouping in (#{report_groupings.map{|rg| "'#{rg.sub("'","''")}'" }.join(',')})" if report_groupings.present?
   customer_id_sql = " and vs.customer_id in (#{customer_ids.map{|cu| "'#{cu}'" }.join(',')})" if customer_ids.present?
   company_id_sql = " and vs.company_id in (#{company_ids.map{|co| "'#{co}'" }.join(',')})" if company_ids.present?
   state_code_sql = " and ad.state_code in (#{state_codes.map{|sc| "'#{sc}'" }.join(',')})" if state_codes.present?
   sales_type_sql = " and vs.invoice_type in (#{sales_ids.map{|st| "'#{st}'" }.join(',')})" if sales_ids.present?
   select = "group1,group2,sku" if granularity == 1
   select = "report_grouping,group1,full_name" if granularity == 2
   select = "state_name,report_grouping,group1" if granularity == 3
   select = "report_grouping,group1,group3" if granularity == 4
   sub_select = "trim(split_part(lineage_expanded,'>',1)) as group1,
                  case when trim(split_part(lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(lineage_expanded,'>',2)) end as group2,
                  sku" if granularity == 1
   sub_select = "vs.report_grouping,
                  trim(split_part(lineage_expanded,'>',1)) as group1,
                  full_name" if granularity == 2
   sub_select = "case when st.name is null then 'Unknown' else (st.country_iso3 || ' - ' || st.name) end as state_name,
                  vs.report_grouping,
                  trim(split_part(lineage_expanded,'>',1)) as group1" if granularity == 3
   sub_select = "vs.report_grouping,
                trim(split_part(lineage_expanded,'>',1)) as group1,
                case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) ||
                  case when trim(split_part(pl.lineage_expanded,'>',3)) = '' then '' else ' - ' || trim(split_part(pl.lineage_expanded,'>',3)) ||
                  case when trim(split_part(pl.lineage_expanded,'>',4)) = '' then '' else ' - ' || trim(split_part(pl.lineage_expanded,'>',4)) end end end as group3" if granularity == 4
   join = 'inner join items i on vs.item_id = i.id' if granularity == 1
   join = 'inner join parties cu on vs.customer_id = cu.id' if granularity == 2
   join = 'left join states st on ad.state_code = st.code' if granularity == 3

   sql = <<-SQL
        select
        #{select},
        sum(case when gl_date >= '#{start_date}' then quantity else 0 end) as qty,
        sum(case when gl_date >= '#{start_date}' then (quantity * coalesce(sqft::decimal,0)) else 0 end) as sqft,
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) as sales,
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) as cogs,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mc,
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) as variable_cost,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mvc,
        sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) as sales_tax,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mst,
        sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) as sales_commission,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msc,
        sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) as ccpp_cost,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mcp,
        sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) as shp_cost,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as msh,
        sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) as bad_credit,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mbc,
        sum(case when gl_date >= '#{start_date}' then returns else 0 end) as returns,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0
             else ((sum(case when gl_date >= '#{start_date}' then returns else 0 end) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mr,
        (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
        sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
        sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
        sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
        sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
        sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
        sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
        ) as profit,
        case when sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) = 0 then 0 else ((
        (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
        sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) - --variable cost
        sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
        sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
        sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
        sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
        sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
        sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
        ) / sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end)) * 100) end as mp
        from (
        select
        #{sub_select},
        vs.quantity,vs.sqft,vs.exchange_rate,msrp,vs.discounted_price,vs.unit_cogs,commision_rate,vc_ptg,vc_amount,amazon_vc,invoice_state,coalesce(ccp_distributed_cost,0) as ccp_distributed_cost,
        coalesce(sp_distributed_cost,0) as sp_distributed_cost,gl_date,due_date,tax_total,coalesce(((vri.quantity * vri.exchange_rate * vri.discounted_price) * -1),0) as returns
        from view_sales vs
        inner join product_lines pl on vs.primary_product_line_id = pl.id
        inner join addresses ad on vs.shipping_address_id = ad.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
        #{join}
        where ((gl_date between '#{start_date}' and '#{end_date}')
        or (due_date between '#{start_date}' and '#{end_date}' and invoice_state = 'unpaid'))
        #{report_grouping_sql}
        #{customer_id_sql}
        #{company_id_sql}
        #{state_code_sql}
        #{sales_type_sql}
        ) a
        group by #{select}
        order by profit desc;
   SQL

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

.data_total(start_date, end_date, report_groupings, customer_ids, company_ids, state_codes, sales_ids, granularity) ⇒ Object 



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# File 'app/services/report/sales_profit/sales_profit.rb', line 36

def self.data_total(start_date,end_date,report_groupings,customer_ids,company_ids,state_codes,sales_ids,granularity)
  start_date_bc = start_date.days_ago(90)
  end_date_bc = start_date.days_ago(1)
  report_grouping_sql = " and vs.report_grouping in (#{report_groupings.map{|rg| "'#{rg.sub("'","''")}'" }.join(',')})" if report_groupings.present?
  customer_id_sql = " and vs.customer_id in (#{customer_ids.map{|cu| "'#{cu}'" }.join(',')})" if customer_ids.present?
  company_id_sql = " and vs.company_id in (#{company_ids.map{|co| "'#{co}'" }.join(',')})" if company_ids.present?
  state_code_sql = " and ad.state_code in (#{state_codes.map{|sc| "'#{sc}'" }.join(',')})" if state_codes.present?
  sales_type_sql = " and vs.invoice_type in (#{sales_ids.map{|st| "'#{st}'" }.join(',')})" if sales_ids.present?
  select = "trim(split_part(lineage_expanded,'>',1)) as breakdown" if granularity == 1
  select = 'vs.report_grouping as breakdown' if (granularity == 2 || granularity == 4)
  select = "coalesce(st.code, 'Unknown') as breakdown" if granularity == 3
  join = ' left join states st on ad.state_code = st.code' if granularity == 3

  sql = <<-SQL
    select
    sum(case when gl_date >= '#{start_date}' then quantity else 0 end) as qty,
    sum(case when gl_date >= '#{start_date}' then (quantity * coalesce(sqft::decimal,0)) else 0 end) as sqft,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) as sales,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) as cogs,
    sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * vc_amount) + (quantity * amazon_vc) else 0 end) as variable_cost,
    sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) as sales_tax,
    sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) as sales_commission,
    sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) as ccpp_cost,
    sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) as shp_cost,
    sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) as bad_credit,
    sum(case when gl_date >= '#{start_date}' then returns else 0 end) as returns,
    (sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price) else 0 end) - --total with discounts
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * unit_cogs) else 0 end) - -- unit_cogs amount
     sum(case when gl_date >= '#{start_date}' then (quantity * exchange_rate * discounted_price * vc_ptg) + (quantity * amazon_vc) else 0 end) - --variable cost
     sum(case when gl_date >= '#{start_date}' then (exchange_rate * tax_total) else 0 end) - -- taxes amount
     sum(case when invoice_state = 'paid' and gl_date >= '#{start_date}' then (((quantity * exchange_rate * discounted_price) - (quantity * exchange_rate * unit_cogs)) * commision_rate) else 0 end) - -- commission amount
     sum(case when gl_date >= '#{start_date}' then (ccp_distributed_cost * exchange_rate) else 0 end) - -- credit card and paypal fees
     sum(case when gl_date >= '#{start_date}' then (sp_distributed_cost * exchange_rate) else 0 end) - -- shipping cost
     sum(case when ('#{end_date}'::date - due_date) > 90 and invoice_state = 'unpaid' then (quantity * exchange_rate * discounted_price) else 0 end) - --bad credit
     sum(case when gl_date >= '#{start_date}' then returns else 0 end) --returns
    ) as profit,
    count(distinct breakdown) as rows_num
    from (
      select
      #{select},
      vs.quantity,vs.sqft,vs.exchange_rate,msrp,vs.discounted_price,vs.unit_cogs,commision_rate,vc_ptg,vc_amount,amazon_vc,invoice_state,coalesce(ccp_distributed_cost,0) as ccp_distributed_cost,
      coalesce(sp_distributed_cost,0) as sp_distributed_cost,gl_date,due_date,tax_total,coalesce(((vri.quantity * vri.exchange_rate * vri.discounted_price) * -1),0) as returns
      from view_sales vs
      inner join product_lines pl on vs.primary_product_line_id = pl.id
      inner join addresses ad on vs.shipping_address_id = ad.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
      #{join}
      where ((gl_date between '#{start_date}' and '#{end_date}')
      or (due_date between '#{start_date}' and '#{end_date}' and invoice_state = 'unpaid'))
      #{report_grouping_sql}
      #{customer_id_sql}
      #{company_id_sql}
      #{state_code_sql}
      #{sales_type_sql}
    ) a;
  SQL

  results = ActiveRecord::Base.connection.execute(sql).to_a.map{ |r| r.symbolize_keys }
  results.map{ |r| Hash[r.keys.zip(r.values.map(&:to_f))] }
end

.result_report(options = {}) ⇒ Object 



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

def self.result_report(options = {})
   start_date = options[:period1_gteq]
   end_date = options[:period1_lteq]
   report_groupings = options[:report_groupings]
   customers = options[:customer_ids]
   branches = options[:company_ids]
   states = options[:state_codes]
   sales_types = options[:sales_ids]
   granularity = options[:granularity_level_ids][0].to_i
   order_by = options[:order_by_ids][0].to_i

   total = data_total(start_date,end_date,report_groupings,customers,branches,states,sales_types,granularity)
   first_level = data_first_level(start_date,end_date,report_groupings,customers,branches,states,sales_types,granularity)
   second_level = data_second_level(start_date,end_date,report_groupings,customers,branches,states,sales_types,granularity)
   third_level = data_third_level(start_date,end_date,report_groupings,customers,branches,states,sales_types,granularity)

   sort_by_options = ['profit','sales','discounts','cogs','variable_cost','sales_tax','sales_commission','ccpp_cost','shp_cost','bad_credit','returns']

   first_level = first_level.sort_by { |k| k[sort_by_options[order_by - 1].to_sym].to_f }.reverse
   second_level = second_level.sort_by { |k| k[sort_by_options[order_by - 1].to_sym].to_f }.reverse
   third_level = third_level.sort_by { |k| k[sort_by_options[order_by - 1].to_sym].to_f }.reverse

   top = first_level.first(5)

   Result.new(success: true, start_date: start_date, end_date: end_date, granularity: granularity, total: total, top: top,
             first_level: first_level, second_level: second_level, third_level: third_level)
end