Module: Crm::Reports::ChannelRevenueHelper

Defined in:
app/helpers/crm/reports/channel_revenue_helper.rb

Overview

View helper for the CRM channel revenue report
(Crm::Reports::ChannelRevenueController), rendering change indicators and
the business-day summary for a report period.

See Also:

Instance Method Summary collapse

Instance Method Details

#business_day_breakdown(breakdown) ⇒ ActiveSupport::SafeBuffer

One-line business-day summary under a period date range.
e.g. "12 business days (WY-US) · not counted: weekends, Independence Day (Jul 3)"

Parameters:

  • breakdown (Hash) —

    breakdown from Report::ChannelRevenue::Command#business_day_breakdown

Returns:

  • (ActiveSupport::SafeBuffer) —

    the summary HTML



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# File 'app/helpers/crm/reports/channel_revenue_helper.rb', line 47

def business_day_breakdown(breakdown)
  breakdown = breakdown.with_indifferent_access
  count = breakdown[:count].to_i
  matching = breakdown[:matching_label].presence || 'USA'
  holidays = Array(breakdown[:holidays])
  by_company = breakdown[:by_company] || {}

  not_counted = ['weekends']
  holidays.each do |h|
    h = h.with_indifferent_access
    date = begin
      Date.iso8601(h[:date]).strftime('%b %-d')
    rescue StandardError
      h[:date]
    end
    not_counted << "#{h[:name]} (#{date})"
  end

  parts = [
    tag.strong("#{count} business #{'day'.pluralize(count)}"),
    tag.span(" (#{matching})", class: 'text-body-secondary'),
    tag.span(" · not counted: #{not_counted.join(', ')}", class: 'text-body-secondary')
  ]

  if by_company.size > 1 && by_company.values.uniq.size > 1
    other = by_company.map { |label, n| "#{label} #{n}" }.join(', ')
    parts << tag.span(" · other calendars: #{other}", class: 'text-body-secondary fst-italic')
  end

  tag.div(safe_join(parts), class: 'form-text business-day-breakdown mb-1')
end

#cr_change_indicator(prev_value, cur_value) ⇒ ActiveSupport::SafeBuffer

Renders a Bootstrap change indicator comparing the previous period value
to the current period value (up/down arrow plus percentage change).

Parameters:

  • prev_value (Numeric, nil) —

    previous period value

  • cur_value (Numeric, nil) —

    current period value

Returns:

  • (ActiveSupport::SafeBuffer) —

    the indicator HTML



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# File 'app/helpers/crm/reports/channel_revenue_helper.rb', line 15

def cr_change_indicator(prev_value, cur_value)
  return content_tag(:span, '-', class: 'text-body-secondary') if prev_value.blank? && cur_value.blank?

  prev = prev_value.to_f
  cur  = cur_value.to_f

  percentage_text = if prev.zero?
                      cur.zero? ? '0%' : "#{cur.abs.round(0)}%"
                    else
                      "#{(((cur - prev) / prev) * 100).abs.round(1)}%"
                    end

  if cur > prev
    content_tag(:span, class: 'text-success') do
      fa_icon('arrow-up', family: :solid, class: 'fa-xs me-1') + percentage_text
    end
  elsif cur < prev
    content_tag(:span, class: 'text-danger') do
      fa_icon('arrow-down', family: :solid, class: 'fa-xs me-1') + percentage_text
    end
  else
    content_tag(:span, class: 'text-body-secondary') do
      fa_icon('minus', family: :solid, class: 'fa-xs me-1') + percentage_text
    end
  end
end