Class: Crm::Reports::BudgetController

Inherits:
ReportsController
  • Object
show all
Defined in:
app/controllers/crm/reports/budget_controller.rb

Overview

Controller: budget.

Constant Summary collapse

MONETARY_FACT_FIELDS =

Fact fields that represent monetary amounts (integers) and must be
multiplied by the exchange rate when converting currencies.
Percentage fields are ratios and stay unchanged.

%i[
  budget_month actual_month budget_month_diff
  budget_accumulated actual_accumulated budget_accumulated_diff
  actual_month_previous actual_month_previous_diff
  actual_accumulated_previous actual_accumulated_previous_diff
].freeze
PERCENTAGE_FORMULAS =

Formulas for recalculating percentage fields after merging facts.
{ percentage_field => [diff_field, base_field] }

{
  budget_month_percent: %i[budget_month_diff budget_month],
  budget_accumulated_percent: %i[budget_accumulated_diff budget_accumulated],
  actual_month_previous_percent: %i[actual_month_previous_diff actual_month],
  actual_accumulated_previous_percent: %i[actual_accumulated_previous_diff actual_accumulated]
}.freeze

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.company_currencies ⇒ Object

Maps company ID (string) → native currency code, built from the database.
e.g. { "1" => "USD", "2" => "CAD", "4" => "EUR" }



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# File 'app/controllers/crm/reports/budget_controller.rb', line 26

def self.company_currencies
  @company_currencies ||= Company.sales_companies.pluck(:id, :currency)
                                 .to_h { |id, cur| [id.to_s, cur] }
end

.consolidated_currency ⇒ Object

The consolidated (reporting) currency used when viewing multiple companies.
Reads from Company#consolidated_currency, falls back to the global constant.



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# File 'app/controllers/crm/reports/budget_controller.rb', line 33

def self.consolidated_currency
  @consolidated_currency ||= Company.sales_companies.pick(:consolidated_currency).presence || CONSOLIDATED_CURRENCY
end

Instance Method Details

#children ⇒ Object

Turbo Frame endpoint: returns child dimension rows on-demand when the
user expands a drill-down row. Avoids pre-rendering ~6,500 hidden
supplier-level rows in the initial HTML.



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# File 'app/controllers/crm/reports/budget_controller.rb', line 67

def children
  authorize!(:report, Budget)
  set_filter_params

  dimension_id = params[:dimension_id].to_i
  level = (params[:level] || 1).to_i
  parent_row_id = params[:parent_row_id]

  # Load budget facts for the current period
  @budget_facts = Analytic::BudgetFact
                  .where(month: @month, year: @year)
                  .index_by(&:budget_dimension_id)

  if @merge_companies
    merge_company_facts!
  elsif @convert_currency
    apply_currency_conversion!
  end

  # Load children of this dimension (select only needed columns)
  children = Analytic::BudgetDimension
             .where(company_id: @data_company_id, parent_id: dimension_id)
             .select(:id, :description, :parent_id, :budget_group_id, :supplier_id)
             .order(:description)
             .to_a

  # Check grandchildren existence for expand buttons (single query)
  child_ids = children.map(&:id)
  @dimension_children_by_parent = if child_ids.any?
                                    Analytic::BudgetDimension
                                      .where(company_id: @data_company_id, parent_id: child_ids)
                                      .select(:id, :description, :parent_id, :budget_group_id, :supplier_id)
                                      .order(:description)
                                      .group_by(&:parent_id)
                                  else
                                    {}
                                  end

  render partial: "budget_children_rows",
         locals: { children: children, level: level, parent_row_id: parent_row_id }
end

#show ⇒ Object

Runs the budget report, loading and currency-converting budget facts.



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# File 'app/controllers/crm/reports/budget_controller.rb', line 38

def show
  authorize!(:report, Budget)
  set_filter_params

  # Build cache key BEFORE loading heavy data.
  # On cache hit the view skips re-rendering the table, but we still need
  # the data for filter dropdowns and the "Last generated" badge.
  @budget_table_cache_key = budget_table_cache_key

  # Always load lightweight "last generated" timestamp for the badge
  @last_generated_at = Analytic::BudgetFact
                       .where(month: @month, year: @year)
                       .maximum(:created_at)

  # Only load heavy report data when the fragment cache is cold.
  # On cache hit this skips ~40k AR object instantiations + hash building.
  return if fragment_exist?(@budget_table_cache_key)

  load_budget_data
  if @merge_companies
    merge_company_facts!
  elsif @convert_currency
    apply_currency_conversion!
  end
end