Class: SalesCommission

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable
Defined in:
app/models/sales_commission.rb

Overview

== Schema Information

Table name: sales_commissions
Database name: primary

id :integer not null, primary key
co_cm_bd :float
cogs :float
commission_date :date not null
employee_rank :integer not null
local_sales_rep :boolean
net_base :float
num_orders :integer not null
profit :float
sales :float
state :string
techs_present :integer
tier1 :float
tier2 :float
tier3 :float
tier4 :float
tier5 :float
tier6 :float
tier7 :float
tier8 :float
total :float
created_at :datetime not null
updated_at :datetime not null
creator_id :integer
emp_comp_id :integer not null
employee_id :integer not null
updater_id :integer

Indexes

by_empid_comm_date (employee_id,commission_date)
idx_state_commission_date (state,commission_date)
index_sales_commissions_on_commission_date (commission_date)
index_sales_commissions_on_emp_comp_id (emp_comp_id)
index_sales_commissions_on_employee_rank (employee_rank)
index_sales_commissions_on_local_sales_rep (local_sales_rep)
index_sales_commissions_on_techs_present (techs_present)

Constant Summary collapse

COMMISSION_TIER = 
[
  ['Profitability equal or less than 60%', 1],
  # ['Profitability between 65% and 69.99%',2],
  ['Profitability more than 60%', 3],
  # ['New business activation',4],
  ['Local Rep Engagement', 5],
  # ['Commission for specific products',5],
  ['Tech Agent Engagement (Full or Shared)', 6],
  ['Ferguson Sales Support', 7],
  ['Sales Support Rep Engagement', 8]
]

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Has many collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #creator, #should_not_save_version, #stamp_record, #updater

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Models::EventPublishable

#publish_event

Class Method Details

.all_states_for_select ⇒ Object 



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# File 'app/models/sales_commission.rb', line 964

def self.all_states_for_select
  state_machines[:state].states.map(&:name)
end

.populate_sales_commission(start_date, end_date) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 105

def self.populate_sales_commission(start_date, end_date)
  delete_scdetail_sql = <<-SQL
    delete from sales_commission_details
    where commission_date between '#{start_date}' and '#{end_date}'
    and sales_commission_id in (select id from sales_commissions
                                where commission_date between '#{start_date}' and '#{end_date}'
                                and state = 'draft')
  SQL
  ActiveRecord::Base.connection.execute(delete_scdetail_sql)

  delete_net_base_sql = <<-SQL
    delete from sales_commission_net_bases
    where commission_date between '#{start_date}' and '#{end_date}'
    and sales_commission_id in (select id from sales_commissions
                                where commission_date between '#{start_date}' and '#{end_date}'
                                and state = 'draft')
  SQL
  ActiveRecord::Base.connection.execute(delete_net_base_sql)

  delete_net_base_detail_sql = <<-SQL
    delete from sales_commission_net_base_details
    where commission_date between '#{start_date}' and '#{end_date}'
    and sales_commission_id in (select id from sales_commissions
                                where commission_date between '#{start_date}' and '#{end_date}'
                                and state = 'draft')
  SQL
  ActiveRecord::Base.connection.execute(delete_net_base_detail_sql)

  delete_sql = <<-SQL
    delete from sales_commissions
    where commission_date between '#{start_date}' and '#{end_date}'
    and state = 'draft'
  SQL
  ActiveRecord::Base.connection.execute(delete_sql)

  sql = <<-SQL
    select distinct employee_id
    from commission_rates
    where employee_id not in (select distinct employee_id
                              from sales_commissions
                              where commission_date between '#{start_date}' and '#{end_date}'
                              and state <> 'draft')
    order by employee_id
  SQL
  sql_result = ActiveRecord::Base.connection.execute(sql).to_a

  if sql_result.empty? == false
    employee_ids = sql_result.map { |r| r['employee_id'].to_i }.join(',')
    sales_rep_data(start_date, end_date, employee_ids)
  end

  employees_in_draft = SalesCommission.where(commission_date: start_date..end_date).where(state: 'draft').select(:id, :employee_id, :emp_comp_id)
  employees_in_draft.each do |ed|
    sales_rep_data_detail(start_date, end_date, ed[:employee_id], ed[:id])
    sales_rep_net_base(start_date, end_date, ed[:employee_id], ed[:emp_comp_id], ed[:id])
    sales_rep_net_base_detail(start_date, end_date, ed[:employee_id], ed[:id])
  end
end

.repopulate_net_base_tables(date, employee_id, emp_comp_id, sc_id, updater_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 164

def self.repopulate_net_base_tables(date, employee_id, emp_comp_id, sc_id, updater_id)
  delete_scdetail_sql = <<-SQL
    delete from sales_commission_details
    where sales_commission_id = #{sc_id}
  SQL
  ActiveRecord::Base.connection.execute(delete_scdetail_sql)

  delete_net_base_sql = <<-SQL
    delete from sales_commission_net_bases
    where sales_commission_id = #{sc_id}
  SQL
  ActiveRecord::Base.connection.execute(delete_net_base_sql)

  update_sales_rep_data_detail(date, employee_id, sc_id, updater_id)
  update_sales_rep_net_base(date, employee_id, emp_comp_id, sc_id, updater_id)
end

.sales_rep_data(start_date, end_date, employee_ids) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 181

def self.sales_rep_data(start_date, end_date, employee_ids)
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    ), data (gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,cogs_value,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,case when sales_value = 0 then 0 else cogs_value end as cogs_value,
            tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        --and resource_type = 'SO'
        union all
        select gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,
        ((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
        (case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value,
            null,null,null,null,null,null,null,null,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'

    ), bd_data as (
        select distinct employee_id,reference_number,order_id,net_base,total,case when net_base = 0 then 0 else (total / net_base) end as prev_commission_rate
      from sales_commission_details
      where order_id in (select order_id
                    from view_sales_net_bases
                    where gl_date between '#{start_date}' and '#{end_date}'
                    and employee_id in (#{employee_ids})
                    and resource_type not in ('SO')
                    union all
                    select order_id
                    from view_sales_net_bases
                    where state = 'unpaid'
                    and resource_type = 'SO'
                    and employee_id in (#{employee_ids})
                    and due_date between '#{prior_start_date}' and '#{prior_end_date}')

    ), data_xrate (gl_date,employee_id,emp_comp_id,channel,order_id,sales,cogs,profit,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,emp_comp_id,channel,order_id,
            case when company_id = 1 then sales_value * 1
                  when company_id = 2 then sales_value * cad_to_usd else 0 end as sales,
            case when company_id = 1 then cogs_value * 1
                  when company_id = 2 then cogs_value * cad_to_usd else 0 end as cogs,
            case when company_id = 1 then (sales_value - cogs_value) * 1
                  when company_id = 2 then (sales_value - cogs_value) * cad_to_usd else 0 end as profit,
            case when company_id = 1 and tier1 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier1 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier1,
            case when company_id = 1 and tier2 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier2 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier2,
            case when company_id = 1 and tier3 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier3 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier3,
            case when company_id = 1 and tier4 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier4 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier4,
            case when company_id = 1 and tier5 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier5 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier5,
            case when company_id = 1 and tier6 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier6 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier6,
            case when company_id = 1 and tier7 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier7 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier7,
            case when company_id = 1 and tier8 = true then (sales_value - cogs_value) * 1
                  when company_id = 2 and tier8 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier8,
            techs_present,local_sales_rep,sales_support_rep
        from data,xrate

    ), com_rate (employee_id,comm_tier1,comm_tier2,comm_tier3,comm_tier4,comm_tier5,comm_tier6,comm_tier7,comm_tier8) as (
        select employee_id,
            sum(case when commission_tier_id = 1 then commission_rate else 0 end) as comm_tier1,
            sum(case when commission_tier_id = 2 then commission_rate else 0 end) as comm_tier2,
            sum(case when commission_tier_id = 3 then commission_rate else 0 end) as comm_tier3,
            sum(case when commission_tier_id = 4 then commission_rate else 0 end) as comm_tier4,
            sum(case when commission_tier_id = 5 then commission_rate else 0 end) as comm_tier5,
            sum(case when commission_tier_id = 6 then commission_rate else 0 end) as comm_tier6,
            sum(case when commission_tier_id = 7 then commission_rate else 0 end) as comm_tier7,
            sum(case when commission_tier_id = 8 then commission_rate else 0 end) as comm_tier8
        from commission_rates
        where is_active = true
        group by employee_id

    ), data_total (employee_id,channel,profit_t) as (
        select employee_id,channel,sum(profit) as profit_t
        from data_xrate
        group by employee_id,channel

    ), unique_channel as (
        select distinct employee_id,channel,emp_comp_id
        from data_xrate
        where employee_id in (#{employee_ids})

    ), data_order (gl_date,employee_rank,channel_num,channel2,employee_id,emp_comp_id,channel,reference_number,order_id,sales,cogs,profit,co_cm_bd,net_base,tier1_amount,comm_tier1,tier1,tier2_amount,comm_tier2,tier2,tier3_amount,comm_tier3,tier3,tier4_amount,comm_tier4,tier4,tier5_amount,comm_tier5,tier5,tier6_amount,comm_tier6,tier6,tier7_amount,comm_tier7,tier7,tier8_amount,comm_tier8,tier8,total,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,(DENSE_RANK() OVER (order by uc.employee_id)) as employee_rank,
        (DENSE_RANK() OVER (order by uc.channel)) as channel_num,
        ((DENSE_RANK() OVER (order by uc.employee_id))::varchar || (DENSE_RANK() OVER (order by dx.channel))::varchar || '-' || dx.channel) as channel2,
        uc.employee_id,uc.emp_comp_id,uc.channel,o.reference_number,dx.order_id,dx.sales,dx.cogs,dx.profit,
        coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) as co_cm_bd,dx.profit as net_base,
        (((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) as tier1_amount,comm_tier1,((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (comm_tier1 / 100)) as tier1,
        (((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) as tier2_amount,comm_tier2,((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) * (comm_tier2 / 100)) as tier2,
        (((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) as tier3_amount,comm_tier3,((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (comm_tier3 / 100)) as tier3,
        (((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) as tier4_amount,comm_tier4,((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) * (comm_tier4 / 100)) as tier4,
        (((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) as tier5_amount,comm_tier5,((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) * (comm_tier5 / 100)) as tier5,
        (((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) as tier6_amount,case when techs_present = 2 then comm_tier6 / techs_present else comm_tier6 end as comm_tier6,
        case when techs_present = 0 then 0 else (((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (comm_tier6 / 100)) / techs_present) end as tier6,
        (((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) as tier7_amount,comm_tier7,((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (comm_tier7 / 100)) as tier7,
        (((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) as tier8_amount,comm_tier8,((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (comm_tier8 / 100)) as tier8,
        (((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (comm_tier1 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) * (comm_tier2 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (comm_tier3 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) * (comm_tier4 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) * (comm_tier5 / 100)) +
        case when techs_present = 0 then 0 else (((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (comm_tier6 / 100)) / techs_present) end +
        ((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (comm_tier7 / 100)) +
        coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) +
        ((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (comm_tier8 / 100)) ) as total,
        techs_present,local_sales_rep,sales_support_rep
        from unique_channel uc
        left join data_xrate dx on uc.employee_id = dx.employee_id and uc.channel = dx.channel
        left join com_rate cr on dx.employee_id = cr.employee_id
        left join bd_data bd on uc.employee_id = bd.employee_id and dx.order_id = bd.order_id
        left join data_total da on uc.employee_id = da.employee_id and uc.channel = da.channel
        left join orders o on dx.order_id = o.id
        order by dx.employee_id,dx.channel,dx.profit desc

    )
    insert into sales_commissions (commission_date,employee_rank,employee_id,emp_comp_id,num_orders,sales,cogs,profit,co_cm_bd,net_base,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,total,state,created_at,updated_at)
    select '#{end_date}'::date as commission_date,employee_rank,employee_id,emp_comp_id,
    count(distinct order_id) as num_orders,sum(coalesce(sales,0)) as sales,sum(coalesce(cogs,0)) as cogs,sum(coalesce(profit,0)) as profit,sum(coalesce(co_cm_bd,0)) as co_cm_bd,sum(coalesce(net_base,0)) as net_base,
    sum(coalesce(tier1,0)) as tier1,sum(0) /*sum(coalesce(tier2,0))*/ as tier2,sum(coalesce(tier3,0)) as tier3,sum(0) /*sum(coalesce(tier4,0))*/ as tier4,sum(coalesce(tier5,0)) as tier5,
    sum(coalesce(tier6,0)) as tier6,sum(coalesce(tier7,0)) as tier7,sum(coalesce(tier8,0)) as tier8,sum(coalesce(total,0)) as total,'draft' as state,timezone('America/Chicago', now()),timezone('America/Chicago', now())
    from data_order dr
    where dr.employee_id in (#{employee_ids})
    --and gl_date is not null
    group by employee_rank,employee_id,emp_comp_id;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.sales_rep_data_detail(start_date, end_date, employee_id, sc_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 476

def self.sales_rep_data_detail(start_date, end_date, employee_id, sc_id)
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    ), data (gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,cogs_value,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,case when sales_value = 0 then 0 else coalesce(cogs_value,0) end as cogs_value,
            tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        and employee_id = #{employee_id}
        --and resource_type = 'SO'
        union all
        select gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,
        ((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
        (case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value,
            null,null,null,null,null,null,null,null,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'

    ), data_xrate (gl_date,employee_id,emp_comp_id,channel,order_id,sales,cogs,profit,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,emp_comp_id,channel,order_id,
        case when company_id = 1 then sales_value * 1
          when company_id = 2 then sales_value * cad_to_usd else 0 end as sales,
        case when company_id = 1 then cogs_value * 1
          when company_id = 2 then cogs_value * cad_to_usd else 0 end as cogs,
        case when company_id = 1 then (sales_value - cogs_value) * 1
          when company_id = 2 then (sales_value - cogs_value) * cad_to_usd else 0 end as profit,
        case when company_id = 1 and tier1 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier1 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier1,
        case when company_id = 1 and tier2 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier2 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier2,
        case when company_id = 1 and tier3 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier3 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier3,
        case when company_id = 1 and tier4 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier4 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier4,
        case when company_id = 1 and tier5 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier5 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier5,
        case when company_id = 1 and tier6 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier6 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier6,
        case when company_id = 1 and tier7 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier7 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier7,
        case when company_id = 1 and tier8 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier8 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier8,
        techs_present,local_sales_rep,sales_support_rep
        from data,xrate

    ), bd_data as (
        select employee_id,reference_number,order_id,net_base,total,case when net_base = 0 then 0 else (total / net_base) end as prev_commission_rate
      from sales_commission_details
      where order_id in (select order_id
              from view_sales_net_bases
              where gl_date between '#{start_date}' and '#{end_date}'
              and employee_id = #{employee_id}
              and resource_type not in ('SO')
              union all
              select order_id
              from view_sales_net_bases
              where state = 'unpaid'
              and resource_type = 'SO'
              and employee_id = #{employee_id}
              and due_date between '#{prior_start_date}' and '#{prior_end_date}')

    ), com_rate (employee_id,tier1_comm,tier2_comm,tier3_comm,tier4_comm,tier5_comm,tier6_comm,tier7_comm,tier8_comm) as (
        select employee_id,
        sum(case when commission_tier_id = 1 then commission_rate else 0 end) as tier1_comm,
        sum(case when commission_tier_id = 2 then commission_rate else 0 end) as tier2_comm,
        sum(case when commission_tier_id = 3 then commission_rate else 0 end) as tier3_comm,
        sum(case when commission_tier_id = 4 then commission_rate else 0 end) as tier4_comm,
        sum(case when commission_tier_id = 5 then commission_rate else 0 end) as tier5_comm,
        sum(case when commission_tier_id = 6 then commission_rate else 0 end) as tier6_comm,
        sum(case when commission_tier_id = 7 then commission_rate else 0 end) as tier7_comm,
        sum(case when commission_tier_id = 8 then commission_rate else 0 end) as tier7_comm
        from commission_rates
        where employee_id = #{employee_id}
        and is_active = true
        group by employee_id

    ), unique_channel as (
        select distinct employee_id,channel,emp_comp_id
        from data_xrate
        where employee_id = #{employee_id}

    ), data_total (employee_id,channel,profit_t) as (
        select employee_id,channel,sum(profit) as profit_t
        from data_xrate
        group by employee_id,channel

    )
    insert into sales_commission_details (commission_date,sales_commission_id,gl_date,employee_id,emp_comp_id,customer_id,customer_name,rank,channel,reference_number,order_id,sales,cogs,profit,co_cm_bd,net_base,tier1_amount,tier1_comm,tier1,tier2_amount,tier2_comm,tier2,tier3_amount,tier3_comm,tier3,tier4_amount,tier4_comm,tier4,tier5_amount,tier5_comm,tier5,tier6_amount,tier6_comm,tier6,tier7_amount,tier7_comm,tier7,tier8_amount,tier8_comm,tier8,total,techs_present,local_sales_rep,sales_support_rep,created_at,updated_at)
    select '#{end_date}'::date as commission_date,#{sc_id} as sales_commission_id,coalesce(dx.gl_date,'#{end_date}'::date) as gl_date,uc.employee_id,uc.emp_comp_id,coalesce(o.customer_id,0) as customer_id,coalesce(full_name,'') as name,(row_number() over (partition by uc.channel order by uc.channel,dx.profit desc)) as rank,uc.channel,coalesce(o.reference_number,'BD') as reference_number,coalesce(dx.order_id,0) as order_id,coalesce(dx.sales,0) as sales,coalesce(dx.cogs,0) as cogs,coalesce(dx.profit,0) as profit,
    coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) as co_cm_bd,(dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) as net_base,
    coalesce((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1),0) as tier1_amount,coalesce(tier1_comm,0) as tier1_comm,coalesce(((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (tier1_comm / 100)),0) as tier1,
    0 as tier2_amount,0 as tier2_comm,0 as tier2,
    /*coalesce((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2),0) as tier2_amount,coalesce(tier2_comm,0) as tier2_comm,coalesce(((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2) * (tier2_comm / 100)),0) as tier2,*/
    coalesce((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3),0) as tier3_amount,coalesce(tier3_comm,0) as tier3_comm,coalesce(((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (tier3_comm / 100)),0) as tier3,
    0 as tier4_amount,0 as tier4_comm,0 as tier4,
    /*coalesce((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4),0) as tier4_amount,coalesce(tier4_comm,0) as tier4_comm,coalesce(((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4) * (tier4_comm / 100)),0) as tier4,*/
    /*0 as tier5_amount,0 as tier5_comm,0 as tier5,*/
    coalesce((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5),0) as tier5_amount,coalesce(tier5_comm,0) as tier5_comm,coalesce(((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5) * (tier5_comm / 100)),0) as tier5,
    coalesce((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6),0) as tier6_amount,coalesce(case when techs_present = 2 then tier6_comm / techs_present else tier6_comm end,0) as tier6_comm,case when techs_present = 0 then 0 else coalesce(((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (tier6_comm / 100)),0) / techs_present end as tier6,
    /*0 as tier7_amount,0 as tier7_comm,0 as tier7,*/
    coalesce((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7),0) as tier7_amount,coalesce(tier7_comm,0) as tier7_comm,coalesce(((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (tier7_comm / 100)),0) as tier7,
    coalesce((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8),0) as tier8_amount,coalesce(tier8_comm,0) as tier8_comm,coalesce(((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (tier8_comm / 100)),0) as tier8,
    coalesce(((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (tier1_comm / 100)) +
    /*((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2) * (tier2_comm / 100)) +*/
    ((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (tier3_comm / 100)) +
    /*((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4) * (tier4_comm / 100)) +*/
    ((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5) * (tier5_comm / 100)) +
    case when techs_present = 0 then 0 else ((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (tier6_comm / 100)) / techs_present end +
    ((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (tier7_comm / 100)) +
    ((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (tier8_comm / 100)) +
    coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0),0) as total,
    techs_present,local_sales_rep,sales_support_rep,timezone('America/Chicago', now()) as created_at,timezone('America/Chicago', now()) as updated_at
    from unique_channel uc
    left join data_xrate dx on uc.employee_id = dx.employee_id and uc.channel = dx.channel
    left join com_rate cr on dx.employee_id = cr.employee_id
    left join bd_data bd on uc.employee_id = bd.employee_id and dx.order_id = bd.order_id
    left join data_total da on uc.employee_id = da.employee_id and uc.channel = da.channel
    left join orders o on dx.order_id = o.id
    left join parties p on o.customer_id = p.id
    order by uc.channel,dx.profit desc;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.sales_rep_net_base(start_date, end_date, employee_id, emp_comp_id, sc_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 754

def self.sales_rep_net_base(start_date, end_date, employee_id, emp_comp_id, sc_id)
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with data (sorted,code,type,emp_comp_id,company_id,num_orders,sales_value,cogs_value) as (
        select 1 as sorted,'SO' as code,'Sales' as type,#{emp_comp_id} as emp_comp_id,1 as currency,0 as num_orders,0 as sales_value,0 as cogs_value union all
        select 2,'SO','Sales',#{emp_comp_id},2,0,0,0 union all
        select 3,'CO','Credit',#{emp_comp_id},1,0,0,0 union all
        select 4,'CO','Credit',#{emp_comp_id},2,0,0,0 union all
        select 5,'CM','Credit-Add',#{emp_comp_id},1,0,0,0 union all
        select 6,'CM','Credit-Add',#{emp_comp_id},2,0,0,0 union all
        select 7,'BD','Unpaid',#{emp_comp_id},1,0,0,0 union all
        select 8,'BD','Unpaid',#{emp_comp_id},2,0,0,0
        union all
        select 0,resource_type,case when resource_type = 'SO' then 'Sales'
                                    when resource_type = 'CO' then 'Credit' else 'Credit-Add' end as type,
              emp_comp_id,company_id,count(case when resource_type in ('CO','CM') then resource_id else order_id end),sum(sales_value) as sales_value,sum(case when sales_value = 0 then 0 else cogs_value end) as cogs_value
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        and employee_id = #{employee_id}
        group by resource_type,emp_comp_id,company_id
        union all
        select 0,'BD','Unpaid' as type,
              emp_comp_id,company_id,count(order_id),sum((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
              sum(case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'
        group by emp_comp_id,company_id

    ), xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
      and month = #{end_date.month.to_i}

    )
    insert into sales_commission_net_bases (commission_date,sales_commission_id,employee_id,emp_comp_id,sorted,sales_code,sales_type,company_id,num_orders,sales,cogs,profit,rate,total,currency,created_at,updated_at)
    select '#{end_date}'::date as commission_date,#{sc_id} as sales_commission_id,#{employee_id} as employee_id,emp_comp_id,max(sorted) as sorted,code as sales_code,type as sales_type,
    company_id,sum(num_orders) as num_orders,sum(sales_value) as sales,sum(coalesce(cogs_value,0)) as cogs,(sum(sales_value) - sum(coalesce(cogs_value,0))) as profit,
    case when emp_comp_id = 2 and company_id = 1 then usd_to_cad
        when emp_comp_id = 2 and company_id = 2 then 1
        when emp_comp_id = 1 and company_id = 1 then 1
        when emp_comp_id = 1 and company_id = 2 then cad_to_usd else 0 end rate,
    case when emp_comp_id = 2 and company_id = 1 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * usd_to_cad
        when emp_comp_id = 2 and company_id = 2 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * 1
        when emp_comp_id = 1 and company_id = 1 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * 1
        when emp_comp_id = 1 and company_id = 2 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * cad_to_usd else 0 end as total,
    case when emp_comp_id = 1 then 'USD' else 'CAD' end as currency,timezone('America/Chicago', now()) as created_at,timezone('America/Chicago', now()) as updated_at
    from data,xrate
    group by code,type,company_id,emp_comp_id,usd_to_cad,cad_to_usd
    order by sorted;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.sales_rep_net_base_detail(start_date, end_date, employee_id, sc_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 883

def self.sales_rep_net_base_detail(start_date, end_date, employee_id, sc_id)
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with data(gl_date,customer_id,emp_comp_id,code,order_id,company_id,sales_value,cogs_value) as (
        select gl_date,customer_id,emp_comp_id,resource_type as code,
        case when resource_type in ('CO','CM') then resource_id else order_id end as order_id,
        company_id,sales_value,case when sales_value = 0 then 0 else cogs_value end as cogs_value
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        and employee_id = #{employee_id}
        union all
        select gl_date,customer_id,emp_comp_id,'BD',order_id,company_id,((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
        (case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'

    ), xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    ), data_rate(gl_date,customer_id,emp_comp_id,code,order_id,company_id,sales_value,cogs_value,profit,rate,total) as (
        select gl_date,customer_id,emp_comp_id,code,order_id,company_id,sales_value,cogs_value,(sales_value - cogs_value) as profit,
            case when emp_comp_id = 2 and company_id = 1 then usd_to_cad
                  when emp_comp_id = 2 and company_id = 2 then 1
                  when emp_comp_id = 1 and company_id = 1 then 1
                  when emp_comp_id = 1 and company_id = 2 then cad_to_usd else 0 end rate,
            case when emp_comp_id = 2 and company_id = 1 then (sales_value - cogs_value) * usd_to_cad
                  when emp_comp_id = 2 and company_id = 2 then (sales_value - cogs_value) * 1
                  when emp_comp_id = 1 and company_id = 1 then (sales_value - cogs_value) * 1
                  when emp_comp_id = 1 and company_id = 2 then (sales_value - cogs_value) * cad_to_usd else 0 end as total
        from data,xrate
    )
    insert into sales_commission_net_base_details (commission_date,sales_commission_id,employee_id,emp_comp_id,rank,gl_date,customer_id,customer_name,sales_code,reference_number,reference_id,company_id,sales,cogs,profit,rate,total,currency,created_at,updated_at,removed)
    select '#{end_date}'::date as commission_date,#{sc_id} as sales_commission_id,#{employee_id} as employee_id,emp_comp_id,(row_number() over (partition by code order by profit desc)) as rank,dr.gl_date,dr.customer_id,full_name as customer_name,code as sales_code,
    case when code in ('CO','CM') then cm.reference_number else o.reference_number end as reference_number,
    order_id as reference_id,dr.company_id,sales_value as sales,coalesce(cogs_value,0) as cogs,profit,rate,dr.total,
    case when emp_comp_id = 1 then 'USD' else 'CAD' end as currency,timezone('America/Chicago', now()) as created_at,timezone('America/Chicago', now()) as updated_at, false as removed
    from data_rate dr
    left join orders o on dr.order_id = o.id
    left join credit_memos cm on dr.order_id = cm.id
    left join parties p on dr.customer_id = p.id;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.sorted ⇒ ActiveRecord::Relation<SalesCommission>

A relation of SalesCommissions that are sorted. Active Record Scope

Returns:

See Also:



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# File 'app/models/sales_commission.rb', line 61

scope :sorted, -> { order('commission_date desc, employee_id') }

.update_sales_rep_data(date, employee_id, sc_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 325

def self.update_sales_rep_data(date, employee_id, sc_id)
  start_date = date.beginning_of_month
  end_date = date
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    ), data (gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,cogs_value,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,case when sales_value = 0 then 0 else cogs_value end as cogs_value,
        tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        --and resource_type = 'SO'
        and employee_id = #{employee_id}
        and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'SO')
        union all
        select gl_date,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,
        ((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
        (case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value,
            null,null,null,null,null,null,null,null,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'SO')
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'

    ), bd_data as (
        select distinct employee_id,reference_number,order_id,net_base,total,case when net_base = 0 then 0 else (total / net_base) end as prev_commission_rate
        from sales_commission_details
        where order_id in (select order_id
                          from view_sales_net_bases
                          where gl_date between '#{start_date}' and '#{end_date}'
                          and employee_id = #{employee_id}
                          and resource_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code in ('CO','CM'))
                          and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'SO')
                          and resource_type not in ('SO')
                          union all
                          select order_id
                          from view_sales_net_bases
                          where state = 'unpaid'
                          and resource_type = 'SO'
                          and employee_id = #{employee_id}
                          and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'BD')
                          and due_date between '#{prior_start_date}' and '#{prior_end_date}')

    ), data_xrate (gl_date,employee_id,emp_comp_id,channel,order_id,sales,cogs,profit,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,emp_comp_id,channel,order_id,
        case when company_id = 1 then sales_value * 1
          when company_id = 2 then sales_value * cad_to_usd else 0 end as sales,
        case when company_id = 1 then cogs_value * 1
          when company_id = 2 then cogs_value * cad_to_usd else 0 end as cogs,
        case when company_id = 1 then (sales_value - cogs_value) * 1
          when company_id = 2 then (sales_value - cogs_value) * cad_to_usd else 0 end as profit,
        case when company_id = 1 and tier1 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier1 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier1,
        case when company_id = 1 and tier2 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier2 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier2,
        case when company_id = 1 and tier3 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier3 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier3,
        case when company_id = 1 and tier4 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier4 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier4,
        case when company_id = 1 and tier5 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier5 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier5,
        case when company_id = 1 and tier6 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier6 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier6,
        case when company_id = 1 and tier7 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier7 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier7,
        case when company_id = 1 and tier8 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier8 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier8,
        techs_present,local_sales_rep,sales_support_rep
        from data,xrate

    ), com_rate (employee_id,comm_tier1,comm_tier2,comm_tier3,comm_tier4,comm_tier5,comm_tier6,comm_tier7,comm_tier8) as (
        select employee_id,
        sum(case when commission_tier_id = 1 then commission_rate else 0 end) as comm_tier1,
        sum(case when commission_tier_id = 2 then commission_rate else 0 end) as comm_tier2,
        sum(case when commission_tier_id = 3 then commission_rate else 0 end) as comm_tier3,
        sum(case when commission_tier_id = 4 then commission_rate else 0 end) as comm_tier4,
        sum(case when commission_tier_id = 5 then commission_rate else 0 end) as comm_tier5,
        sum(case when commission_tier_id = 6 then commission_rate else 0 end) as comm_tier6,
        sum(case when commission_tier_id = 7 then commission_rate else 0 end) as comm_tier7,
        sum(case when commission_tier_id = 8 then commission_rate else 0 end) as comm_tier8
        from commission_rates
        where is_active = true
        group by employee_id

    ), data_total (employee_id,channel,profit_t) as (
        select employee_id,channel,sum(profit) as profit_t
        from data_xrate
        group by employee_id,channel

    ), unique_channel as (
        select distinct employee_id,channel,emp_comp_id
        from data_xrate
        where employee_id = #{employee_id}

    ), data_order (gl_date,employee_rank,channel_num,channel2,employee_id,emp_comp_id,channel,reference_number,order_id,sales,cogs,profit,co_cm_bd,net_base,tier1_amount,comm_tier1,tier1,tier2_amount,comm_tier2,tier2,tier3_amount,comm_tier3,tier3,tier4_amount,comm_tier4,tier4,tier5_amount,comm_tier5,tier5,tier6_amount,comm_tier6,tier6,tier7_amount,comm_tier7,tier7,tier8_amount,comm_tier8,tier8,total,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,(DENSE_RANK() OVER (order by uc.employee_id)) as employee_rank,
        (DENSE_RANK() OVER (order by uc.channel)) as channel_num,
        ((DENSE_RANK() OVER (order by uc.employee_id))::varchar || (DENSE_RANK() OVER (order by dx.channel))::varchar || '-' || dx.channel) as channel2,
        uc.employee_id,uc.emp_comp_id,uc.channel,o.reference_number,dx.order_id,dx.sales,dx.cogs,dx.profit,
        coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) as co_cm_bd,dx.profit as net_base,
        (((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) as tier1_amount,comm_tier1,((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (comm_tier1 / 100)) as tier1,
        (((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) as tier2_amount,comm_tier2,((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) * (comm_tier2 / 100)) as tier2,
        (((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) as tier3_amount,comm_tier3,((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (comm_tier3 / 100)) as tier3,
        (((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) as tier4_amount,comm_tier4,((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) * (comm_tier4 / 100)) as tier4,
        (((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) as tier5_amount,comm_tier5,((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) * (comm_tier5 / 100)) as tier5,
        (((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) as tier6_amount,case when techs_present = 2 then comm_tier6 / techs_present else comm_tier6 end as comm_tier6,
        case when techs_present = 0 then 0 else (((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (comm_tier6 / 100)) / techs_present) end as tier6,
        (((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) as tier7_amount,comm_tier7,((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (comm_tier7 / 100)) as tier7,
        (((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) as tier8_amount,comm_tier8,((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (comm_tier8 / 100)) as tier8,
        (((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (comm_tier1 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier2) * (comm_tier2 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (comm_tier3 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier4) * (comm_tier4 / 100)) +
        ((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier5) * (comm_tier5 / 100)) +
        case when techs_present = 0 then 0 else (((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (comm_tier6 / 100)) / techs_present) end +
        ((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (comm_tier7 / 100)) +
        coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) +
        ((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (comm_tier8 / 100)) ) as total,
        techs_present,local_sales_rep,sales_support_rep
        from unique_channel uc
        left join data_xrate dx on uc.employee_id = dx.employee_id and uc.channel = dx.channel
        left join com_rate cr on dx.employee_id = cr.employee_id
        left join bd_data bd on uc.employee_id = bd.employee_id and dx.order_id = bd.order_id
        left join data_total da on uc.employee_id = da.employee_id and uc.channel = da.channel
        left join orders o on dx.order_id = o.id
        order by dx.employee_id,dx.channel,dx.profit desc

    )
    select '#{end_date}'::date as commission_date,employee_rank,employee_id,emp_comp_id,count(distinct order_id) as num_orders,sum(coalesce(sales,0)) as sales,
    sum(coalesce(cogs,0)) as cogs,sum(coalesce(profit,0)) as profit,sum(coalesce(co_cm_bd,0)) as co_cm_bd,sum(coalesce(net_base,0)) as net_base,
    sum(coalesce(tier1,0)) as tier1,sum(0) /*sum(coalesce(tier2,0))*/ as tier2,sum(coalesce(tier3,0)) as tier3,sum(0) /*sum(coalesce(tier4,0))*/ as tier4,
    sum(coalesce(tier5,0)) as tier5,sum(coalesce(tier6,0)) as tier6,sum(coalesce(tier7,0)) as tier7,
    sum(coalesce(tier8,0)) as tier8,sum(coalesce(total,0)) as total,'draft' as state,timezone('America/Chicago', now()) as updated_at
    from data_order dr
    group by employee_rank,employee_id,emp_comp_id;
  SQL

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

.update_sales_rep_data_detail(date, employee_id, sc_id, updater_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 614

def self.update_sales_rep_data_detail(date, employee_id, sc_id, updater_id)
  start_date = date.beginning_of_month
  end_date = date
  prior_start_date = end_date.months_ago(6).beginning_of_month
  prior_end_date = end_date.months_ago(6).end_of_month

  sql = <<-SQL
    with xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    ), data (gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,cogs_value,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,sales_value,case when sales_value = 0 then 0 else coalesce(cogs_value,0) end as cogs_value,
            tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        and employee_id = #{employee_id}
        --and resource_type = 'SO'
        union all
        select gl_date,customer_id,employee_id,channel,order_id,emp_comp_id,company_id,customer_id,
        ((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
        (case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value,
            null,null,null,null,null,null,null,null,techs_present,local_sales_rep,sales_support_rep
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'

    ), data_xrate (gl_date,employee_id,emp_comp_id,channel,order_id,sales,cogs,profit,tier1,tier2,tier3,tier4,tier5,tier6,tier7,tier8,techs_present,local_sales_rep,sales_support_rep) as (
        select gl_date,employee_id,emp_comp_id,channel,order_id,
        case when company_id = 1 then sales_value * 1
          when company_id = 2 then sales_value * cad_to_usd else 0 end as sales,
        case when company_id = 1 then cogs_value * 1
          when company_id = 2 then cogs_value * cad_to_usd else 0 end as cogs,
        case when company_id = 1 then (sales_value - cogs_value) * 1
          when company_id = 2 then (sales_value - cogs_value) * cad_to_usd else 0 end as profit,
        case when company_id = 1 and tier1 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier1 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier1,
        case when company_id = 1 and tier2 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier2 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier2,
        case when company_id = 1 and tier3 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier3 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier3,
        case when company_id = 1 and tier4 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier4 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier4,
        case when company_id = 1 and tier5 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier5 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier5,
        case when company_id = 1 and tier6 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier6 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier6,
        case when company_id = 1 and tier7 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier7 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier7,
        case when company_id = 1 and tier8 = true then (sales_value - cogs_value) * 1
          when company_id = 2 and tier8 = true then (sales_value - cogs_value) * cad_to_usd else 0 end as tier8,
        techs_present,local_sales_rep,sales_support_rep
        from data,xrate

    ), bd_data as (
        select employee_id,reference_number,order_id,net_base,total,case when net_base = 0 then 0 else (total / net_base) end as prev_commission_rate
      from sales_commission_details
      where order_id in (select order_id
              from view_sales_net_bases
              where gl_date between '#{start_date}' and '#{end_date}'
              and employee_id = #{employee_id}
              and resource_type not in ('SO')
              union all
              select order_id
              from view_sales_net_bases
              where state = 'unpaid'
              and resource_type = 'SO'
              and employee_id = #{employee_id}
              and due_date between '#{prior_start_date}' and '#{prior_end_date}')

    ), com_rate (employee_id,tier1_comm,tier2_comm,tier3_comm,tier4_comm,tier5_comm,tier6_comm,tier7_comm,tier8_comm) as (
        select employee_id,
        sum(case when commission_tier_id = 1 then commission_rate else 0 end) as tier1_comm,
        sum(case when commission_tier_id = 2 then commission_rate else 0 end) as tier2_comm,
        sum(case when commission_tier_id = 3 then commission_rate else 0 end) as tier3_comm,
        sum(case when commission_tier_id = 4 then commission_rate else 0 end) as tier4_comm,
        sum(case when commission_tier_id = 5 then commission_rate else 0 end) as tier5_comm,
        sum(case when commission_tier_id = 6 then commission_rate else 0 end) as tier6_comm,
        sum(case when commission_tier_id = 7 then commission_rate else 0 end) as tier7_comm,
        sum(case when commission_tier_id = 8 then commission_rate else 0 end) as tier7_comm
        from commission_rates
        where employee_id = #{employee_id}
        and is_active = true
        group by employee_id

    ), unique_channel as (
        select distinct employee_id,channel,emp_comp_id
        from data_xrate
        where employee_id = #{employee_id}

    ), data_total (employee_id,channel,profit_t) as (
        select employee_id,channel,sum(profit) as profit_t
        from data_xrate
        group by employee_id,channel

    )
    insert into sales_commission_details (commission_date,sales_commission_id,gl_date,employee_id,emp_comp_id,customer_id,customer_name,rank,channel,reference_number,order_id,sales,cogs,profit,co_cm_bd,net_base,tier1_amount,tier1_comm,tier1,tier2_amount,tier2_comm,tier2,tier3_amount,tier3_comm,tier3,tier4_amount,tier4_comm,tier4,tier5_amount,tier5_comm,tier5,tier6_amount,tier6_comm,tier6,tier7_amount,tier7_comm,tier7,tier8_amount,tier8_comm,tier8,total,techs_present,local_sales_rep,sales_support_rep,created_at,updated_at)
    select '#{end_date}'::date as commission_date,#{sc_id} as sales_commission_id,coalesce(dx.gl_date,'#{end_date}'::date) as gl_date,uc.employee_id,uc.emp_comp_id,coalesce(o.customer_id,0) as customer_id,coalesce(full_name,'') as name,(row_number() over (partition by uc.channel order by uc.channel,dx.profit desc)) as rank,uc.channel,coalesce(o.reference_number,'BD') as reference_number,coalesce(dx.order_id,0) as order_id,coalesce(dx.sales,0) as sales,coalesce(dx.cogs,0) as cogs,coalesce(dx.profit,0) as profit,
    coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0) as co_cm_bd,(dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) as net_base,
    coalesce((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1),0) as tier1_amount,coalesce(tier1_comm,0) as tier1_comm,coalesce(((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (tier1_comm / 100)),0) as tier1,
    0 as tier2_amount,0 as tier2_comm,0 as tier2,
    /*coalesce((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2),0) as tier2_amount,coalesce(tier2_comm,0) as tier2_comm,coalesce(((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2) * (tier2_comm / 100)),0) as tier2,*/
    coalesce((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3),0) as tier3_amount,coalesce(tier3_comm,0) as tier3_comm,coalesce(((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (tier3_comm / 100)),0) as tier3,
    0 as tier4_amount,0 as tier4_comm,0 as tier4,
    /*coalesce((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4),0) as tier4_amount,coalesce(tier4_comm,0) as tier4_comm,coalesce(((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4) * (tier4_comm / 100)),0) as tier4,*/
    /*0 as tier5_amount,0 as tier5_comm,0 as tier5,*/
    coalesce((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5),0) as tier5_amount,coalesce(tier5_comm,0) as tier5_comm,coalesce(((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5) * (tier5_comm / 100)),0) as tier5,
    coalesce((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6),0) as tier6_amount,coalesce(case when techs_present = 2 then tier6_comm / techs_present else tier6_comm end,0) as tier6_comm,case when techs_present = 0 then 0 else coalesce(((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (tier6_comm / 100)),0) / techs_present end as tier6,
    /*0 as tier7_amount,0 as tier7_comm,0 as tier7,*/
    coalesce((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7),0) as tier7_amount,coalesce(tier7_comm,0) as tier7_comm,coalesce(((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (tier7_comm / 100)),0) as tier7,
    coalesce((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8),0) as tier8_amount,coalesce(tier8_comm,0) as tier8_comm,coalesce(((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (tier8_comm / 100)),0) as tier8,
    coalesce(((((case when dx.profit = 0 then 0 else tier1/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier1) * (tier1_comm / 100)) +
    /*((((case when dx.profit = 0 then 0 else tier2/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier2) * (tier2_comm / 100)) +*/
    ((((case when dx.profit = 0 then 0 else tier3/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier3) * (tier3_comm / 100)) +
    /*((((case when dx.profit = 0 then 0 else tier4/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier4) * (tier4_comm / 100)) +*/
    ((((case when dx.profit = 0 then 0 else tier5/dx.profit end) * coalesce(((case when profit_t = 0 then 0 else dx.profit/profit_t end) * bd.total),0)) + tier5) * (tier5_comm / 100)) +
    case when techs_present = 0 then 0 else ((((case when dx.profit = 0 then 0 else tier6/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier6) * (tier6_comm / 100)) / techs_present end +
    ((((case when dx.profit = 0 then 0 else tier7/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier7) * (tier7_comm / 100)) +
    ((((case when dx.profit = 0 then 0 else tier8/dx.profit end) * coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0)) + tier8) * (tier8_comm / 100)) +
    coalesce((prev_commission_rate * (dx.profit + coalesce((case when profit_t = 0 then 0 else dx.profit/profit_t end),0))),0),0) as total,
    techs_present,local_sales_rep,sales_support_rep,timezone('America/Chicago', now()) as created_at,timezone('America/Chicago', now()) as updated_at
    from unique_channel uc
    left join data_xrate dx on uc.employee_id = dx.employee_id and uc.channel = dx.channel
    left join com_rate cr on dx.employee_id = cr.employee_id
    left join bd_data bd on uc.employee_id = bd.employee_id and dx.order_id = bd.order_id
    left join data_total da on uc.employee_id = da.employee_id and uc.channel = da.channel
    left join orders o on dx.order_id = o.id
    left join parties p on o.customer_id = p.id
    order by uc.channel,dx.profit desc;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.update_sales_rep_net_base(date, employee_id, emp_comp_id, sc_id, updater_id) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 816

def self.update_sales_rep_net_base(date, employee_id, emp_comp_id, sc_id, updater_id)
  start_date = date.beginning_of_month
  end_date = date
  prior_start_date = date.months_ago(6).beginning_of_month
  prior_end_date = date.months_ago(6).end_of_month

  sql = <<-SQL
    with data (sorted,code,type,emp_comp_id,company_id,num_orders,sales_value,cogs_value) as (
        select 1 as sorted,'SO' as code,'Sales' as type,#{emp_comp_id} as emp_comp_id,1 as currency,0 as num_orders,0 as sales_value,0 as cogs_value union all
        select 2,'SO','Sales',#{emp_comp_id},2,0,0,0 union all
        select 3,'CO','Credit',#{emp_comp_id},1,0,0,0 union all
        select 4,'CO','Credit',#{emp_comp_id},2,0,0,0 union all
        select 5,'CM','Credit-Add',#{emp_comp_id},1,0,0,0 union all
        select 6,'CM','Credit-Add',#{emp_comp_id},2,0,0,0 union all
        select 7,'BD','Unpaid',#{emp_comp_id},1,0,0,0 union all
        select 8,'BD','Unpaid',#{emp_comp_id},2,0,0,0
        union all
        select 0,resource_type,case when resource_type = 'SO' then 'Sales'
                                    when resource_type = 'CO' then 'Credit' else 'Credit-Add' end as type,
              emp_comp_id,company_id,count(case when resource_type in ('CO','CM') then resource_id else order_id end),sum(sales_value) as sales_value,sum(case when sales_value = 0 then 0 else cogs_value end) as cogs_value
        from view_sales_net_bases
        -- modify here if we need to add missiing orders manually
        where gl_date between '#{start_date}' and '#{end_date}'
        and employee_id = #{employee_id}
        and resource_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code in ('CO','CM'))
        and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'SO')
        group by resource_type,emp_comp_id,company_id
        union all
        select 0,'BD','Unpaid' as type,
              emp_comp_id,company_id,count(order_id),sum((case when unpaid_amount > sales_value then sales_value else unpaid_amount end) * -1) as sales_value,
              sum(case when unpaid_amount is null then (case when sales_value = 0 then 0 else cogs_value * -1 end) else (case when cogs_value > unpaid_amount then (case when sales_value = 0 then 0 else (unpaid_amount * (unpaid_amount / sales_value)) end * -1) else cogs_value * -1 end) end) as cogs_value
        from view_sales_net_bases
        where state = 'unpaid'
        and resource_type = 'SO'
        and employee_id = #{employee_id}
        and due_date between '#{prior_start_date}' and '#{prior_end_date}'
        and order_id not in (select reference_id from sales_commission_net_base_details where sales_commission_id = #{sc_id} and removed = true and sales_code = 'BD')
        group by emp_comp_id,company_id

    ), xrate (usd_to_cad,cad_to_usd) as (
        select usd_to_cad,cad_to_usd
        from xrate_averages xr
        inner join analytic_date_time_dimensions dt on xr.effective_date = dt.date
        where year = #{end_date.year.to_i}
        and month = #{end_date.month.to_i}

    )
    insert into sales_commission_net_bases (commission_date,sales_commission_id,employee_id,emp_comp_id,sorted,sales_code,sales_type,company_id,num_orders,sales,cogs,profit,rate,total,currency,created_at,updated_at,updater_id)
    select '#{end_date}'::date as commission_date,#{sc_id} as sales_commission_id,#{employee_id} as employee_id,emp_comp_id,max(sorted) as sorted,code as sales_code,type as sales_type,
    company_id,sum(num_orders) as num_orders,sum(sales_value) as sales,sum(coalesce(cogs_value,0)) as cogs,(sum(sales_value) - sum(coalesce(cogs_value,0))) as profit,
    case when emp_comp_id = 2 and company_id = 1 then usd_to_cad
        when emp_comp_id = 2 and company_id = 2 then 1
        when emp_comp_id = 1 and company_id = 1 then 1
        when emp_comp_id = 1 and company_id = 2 then cad_to_usd else 0 end rate,
    case when emp_comp_id = 2 and company_id = 1 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * usd_to_cad
        when emp_comp_id = 2 and company_id = 2 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * 1
        when emp_comp_id = 1 and company_id = 1 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * 1
        when emp_comp_id = 1 and company_id = 2 then (sum(sales_value) - sum(coalesce(cogs_value,0))) * cad_to_usd else 0 end as total,
    case when emp_comp_id = 1 then 'USD' else 'CAD' end as currency,timezone('America/Chicago', now()) as created_at,timezone('America/Chicago', now()) as updated_at, #{updater_id} as updater_id
    from data,xrate
    group by code,type,company_id,emp_comp_id,usd_to_cad,cad_to_usd
    order by sorted;
  SQL

  ActiveRecord::Base.connection.execute(sql)
end

.with_employee_name ⇒ ActiveRecord::Relation<SalesCommission>

A relation of SalesCommissions that are with employee name. Active Record Scope

Returns:

See Also:



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# File 'app/models/sales_commission.rb', line 65

scope :with_employee_name, -> {
  where("sales_commissions.employee_id in (select parties.id from parties where type = 'Employee' and inactive = false)").select('sales_commissions.*, (select full_name from parties where id = employee_id) as employee_name')
}

.with_rate ⇒ ActiveRecord::Relation<SalesCommission>

A relation of SalesCommissions that are with rate. Active Record Scope

Returns:

See Also:



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# File 'app/models/sales_commission.rb', line 62

scope :with_rate, -> {
  select("coalesce((select usd_to_cad from xrate_averages where emp_comp_id = 2 and to_char(commission_date,'YYYY') = to_char(effective_date,'YYYY') and to_char(commission_date,'MM') = to_char(effective_date,'MM')),1) as rate_usd_to_cad")
}

Instance Method Details

#notify_sales_commission_to_pending_accounting_review ⇒ Object 



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# File 'app/models/sales_commission.rb', line 956

def notify_sales_commission_to_pending_accounting_review
  InternalMailer.notify_sales_commission_to_pending_accounting_review(self).deliver_later
end

#notify_sales_commission_to_pending_pay_out ⇒ Object 



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# File 'app/models/sales_commission.rb', line 960

def notify_sales_commission_to_pending_pay_out
  InternalMailer.notify_sales_commission_to_pending_pay_out(self).deliver_later
end

#notify_sales_commission_to_pending_rep_approval ⇒ Object 



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# File 'app/models/sales_commission.rb', line 952

def notify_sales_commission_to_pending_rep_approval
  InternalMailer.notify_sales_commission_to_pending_rep_approval(self).deliver_later
end

#sales_commission_details ⇒ ActiveRecord::Relation<SalesCommissionDetail>

Returns:

  • (ActiveRecord::Relation<SalesCommissionDetail>)

See Also:



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# File 'app/models/sales_commission.rb', line 59

has_many :sales_commission_details

#versions_for_audit_trail(_params = {}) ⇒ Object 



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# File 'app/models/sales_commission.rb', line 938

def versions_for_audit_trail(_params = {})
  RecordVersion.where(item_type: 'SalesCommission', item_id: id)
end

#versions_for_state_tracker ⇒ Object 



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# File 'app/models/sales_commission.rb', line 942

def versions_for_state_tracker
  where_sql = "object_changes ? 'state'"
  select_sql = %q{
    id, object_changes #>> '{"state",1}' as state, created_at,
    (lag(object_changes #>> '{"state",1}') OVER (ORDER BY id desc)) as new_state,
    (lag(created_at) OVER (ORDER BY id desc)) as new_state_created_at
  }
  versions_for_audit_trail.where(where_sql).select(select_sql).order('id, created_at')
end