Module: SalesCommissionsHelper

Defined in:
app/helpers/sales_commissions_helper.rb

Instance Method Summary collapse

Instance Method Details

#calculate_converted_total(sales_commission, detail, rates) ⇒ Object

Calculate converted total based on exchange rate



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# File 'app/helpers/sales_commissions_helper.rb', line 36

def calculate_converted_total(sales_commission, detail, rates)
  emp_comp = sales_commission.emp_comp_id
  order_comp = detail[:company_id].to_i
  profit = detail[:profit].to_f

  # Same currency - no conversion needed
  return profit if same_currency?(emp_comp, order_comp)

  rate = fetch_exchange_rate(emp_comp, order_comp, rates)
  profit * rate
end

#code_badge_class(code) ⇒ Object

Badge class for sales codes (SO, CO, CM, BD)



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# File 'app/helpers/sales_commissions_helper.rb', line 5

def code_badge_class(code)
  case code
  when 'SO' then 'text-bg-success'
  when 'CO' then 'text-bg-warning'
  when 'CM' then 'text-bg-info'
  when 'BD' then 'text-bg-secondary'
  else 'text-bg-light'
  end
end

#commission_state_badge(state) ⇒ Object

Badge for commission state with appropriate colors



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# File 'app/helpers/sales_commissions_helper.rb', line 63

def commission_state_badge(state)
  badge_class = case state
                when 'paid_out' then 'text-bg-success'
                when 'pending_pay_out' then 'text-bg-primary'
                when 'pending_rep_approval' then 'text-bg-warning'
                when 'pending_accounting_review' then 'text-bg-info'
                when 'draft' then 'text-bg-secondary'
                else 'text-bg-light'
                end

  content_tag(:span, state.titleize, class: "badge #{badge_class}")
end

#format_commission_amount(amount, sales_commission) ⇒ Object

Format commission amount with CAD conversion if needed



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# File 'app/helpers/sales_commissions_helper.rb', line 49

def format_commission_amount(amount, sales_commission)
  return '–' if amount.to_f.zero?

  if sales_commission.emp_comp_id == 2
    converted = amount * sales_commission.rate_usd_to_cad
    return '–' if converted.zero?

    "C#{values_format(converted.round(2))}"
  else
    values_format(amount.round(2))
  end
end

#format_currency_value(value) ⇒ Object

Format currency value with dash for zero



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# File 'app/helpers/sales_commissions_helper.rb', line 16

def format_currency_value(value)
  val = value.to_f
  return '–' if val.zero?

  values_format(val.round(2))
end

#format_exchange_rate(sales_commission, detail, rates) ⇒ Object

Format exchange rate based on employee and order company



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# File 'app/helpers/sales_commissions_helper.rb', line 24

def format_exchange_rate(sales_commission, detail, rates)
  emp_comp = sales_commission.emp_comp_id
  order_comp = detail[:company_id].to_i

  # Same currency - no conversion needed
  return '1.000000' if same_currency?(emp_comp, order_comp)

  rate = fetch_exchange_rate(emp_comp, order_comp, rates)
  format('%0.6f', rate)
end

#payout_schedule_2025 ⇒ Object

2026 Payout schedule data (matches index page format)



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# File 'app/helpers/sales_commissions_helper.rb', line 77

def payout_schedule_2025
  [
    { month: 'Jan', usa: '13-Feb-26', canada: '13-Feb-26' },
    { month: 'Feb', usa: '13-Mar-26', canada: '13-Mar-26' },
    { month: 'Mar', usa: '10-Apr-26', canada: '10-Apr-26' },
    { month: 'Apr', usa: '8-May-26', canada: '8-May-26' },
    { month: 'May', usa: '5-Jun-26', canada: '19-Jun-26' },
    { month: 'Jun', usa: '17-Jul-26', canada: '17-Jul-26' },
    { month: 'Jul', usa: '14-Aug-26', canada: '14-Aug-26' },
    { month: 'Aug', usa: '11-Sep-26', canada: '11-Sep-26' },
    { month: 'Sep', usa: '9-Oct-26', canada: '9-Oct-26' },
    { month: 'Oct', usa: '6-Nov-26', canada: '6-Nov-26' },
    { month: 'Nov', usa: '18-Dec-26', canada: '18-Dec-26' },
    { month: 'Dec', usa: '15-Jan-27', canada: '15-Jan-27' }
  ]
end

#sales_commission_command_options(_sales_commission) ⇒ Object 



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# File 'app/helpers/sales_commissions_helper.rb', line 94

def sales_commission_command_options(_sales_commission)
  # return [] unless user_has_role?('admin')
  [].tap do |opts|
    if @sales_commission.can_trigger_pending_rep_approval? && user_has_role?(%w[admin accounting_manager accounting_rep])
      opts << link_to(
        safe_join([
          tag.i(class: 'fa-regular fa-user-check', aria: { hidden: true }),
          tag.span('Send for Rep Approval')
        ]),
        workflow_action_sales_commission_url(@sales_commission, wf_action: :trigger_pending_rep_approval),
        data: { turbo_method: :post }
      )
    end
    if @sales_commission.can_trigger_pending_pay_out? && user_has_role?(%w[sales_rep customer_service_rep technical_support_rep])
      opts << link_to(
        'Approve pay-out',
        workflow_action_sales_commission_url(@sales_commission, wf_action: :trigger_pending_pay_out),
        data: { turbo_method: :post }
      )
    end
    opts << link_to('Send Accounting Review', workflow_action_sales_commission_url(@sales_commission, wf_action: :trigger_pending_accounting_review), data: { turbo_method: :post }) if @sales_commission.can_trigger_pending_accounting_review? && user_has_role?(['sales_rep','customer_service_rep','technical_support_rep'])
    opts << link_to('Pending Pay Out', workflow_action_sales_commission_url(@sales_commission, wf_action: :trigger_paid_out), data: { turbo_method: :post }) if @sales_commission.can_trigger_paid_out? && user_has_role?('admin')
    opts << link_to('Paid-out') if @sales_commission.paid_out? if user_has_role?(['admin','sales_rep','customer_service_rep','engineering_rep','accounting_manager','accounting_rep'])
    #opts << link_to('Send For Rep Approval', send_for_rep_approval_sales_commission_path(@sales_commission)) if @sales_commission.draft? and user_has_role?('admin')
    # opts << link_to('Pending Pay-out', pending_pay_out_sales_commission_path(@sales_commission)) if @sales_commission.pending_rep_approval?
    # opts << link_to('Send Accounting Review', send_for_accounting_review_sales_commission_path(@sales_commission)) if @sales_commission.pending_rep_approval?
    # opts << link_to('Send For Rep Approval', send_for_rep_approval_sales_commission_path(@sales_commission)) if @sales_commission.pending_accounting_review?
    # opts << link_to('Pending Pay-out', pay_out_sales_commission_path(@sales_commission)) if @sales_commission.pending_pay_out?
  end.compact
end