Class: Crm::Reports::SourceReportController

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

Overview

Controller: source report.

Instance Method Summary collapse

Instance Method Details

#show ⇒ Object 



4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
 
# File 'app/controllers/crm/reports/source_report_controller.rb', line 4

def show
  @start_date = begin
    Date.strptime(params[:start_date], '%Y-%m-%d')
  rescue StandardError
    nil
  end
  @end_date = begin
    Date.strptime(params[:end_date], '%Y-%m-%d')
  rescue StandardError
    nil
  end
  @start_date ||= Date.current.beginning_of_month
  @end_date ||= Date.current.end_of_month

  @source_id = params[:source_id] if params[:source_id].present?
  @parent_source = Source.find(@source_id) if @source_id
  sources = Source.where(parent_id: @source_id).select("name, full_name, id").order(:name)
  @sources = {}

  # Populate our sources
  sources.each do |s|
    descendants_ids = s.self_and_descendants_ids
    revenue = Invoice.joins(:customer)
                     .sales_orders
                     .where("parties.source_id" => descendants_ids)
                     .where(invoices: { shipped_date: @start_date...@end_date })
                     .sum("invoices.revenue_consolidated")

    customers = Customer.non_guests.where(source_id: descendants_ids).where(Customer[:created_at].gteq(@start_date)).where(Customer[:created_at].lteq(@end_date)).count("parties.id")
    # customers_all_time = Customer.non_guests.where(:source_id => descendants_ids).count("parties.id")
    opportunities = Opportunity.where(source_id: descendants_ids)
                               .where(Opportunity[:created_at].gteq(@start_date))
                               .where(Opportunity[:created_at].lteq(@end_date))
                               .group(:state).count(:id)

    opps_created = opportunities.sum { |_k, v| v } || 0
    opps_won = opportunities['won'] || 0
    opps_conversion_ratio = opps_created.positive? ? ((opps_won.to_f / opps_created) * 100).round(1) : 0.0
    rooms = RoomConfiguration.joins(:opportunity)
                             .where(opportunities: { source_id: descendants_ids })
                             .where(RoomConfiguration[:created_at].gteq(@start_date))
                             .where(RoomConfiguration[:created_at].lteq(@end_date))
                             .count("room_configurations.id")
    orders = Order.invoiced
                  .where(Order[:created_at].gteq(@start_date))
                  .where(Order[:created_at].lteq(@end_date))
                  .where(source_id: descendants_ids)
                  .count("orders.id")

    next unless revenue.positive? || customers.positive? || opps_created.positive? || opps_won.positive? || opps_conversion_ratio.positive? || orders.positive? || rooms.positive?

    @sources[s] = {
             revenue: revenue,
             customers: customers,
             opps_created: opps_created,
             opps_won: opps_won,
             opps_conversion_ratio: opps_conversion_ratio,
             orders: orders,
             rooms: rooms,
             descendants_ids: descendants_ids
    }
  end

  respond_to do |format|
    format.html
    format.csv do
      csv = CSV.generate do |csv|
        # header row
        csv << %w[source_name source_id customers_all_time customers opps_created opps_won opps_conversion_ratio rooms orders revenue]
        @sources.each do |s, v|
          csv << [s.name, s.id, v[:customers_all_time], v[:customers], v[:opps_created], v[:opps_won], v[:opps_conversion_ratio], v[:rooms], v[:orders], v[:revenue]]
        end
      end
      send_data csv,
          type: 'text/csv; charset=iso-8859-1; header=present',
          disposition: "attachment; filename=source_report.csv"
    end
  end
end