Class: Customer::FillSalesActivity

Inherits:
BaseService show all
Defined in:
app/services/customer/fill_sales_activity.rb

Overview

Service object: fill sales activity.

Defined Under Namespace

Classes: CustomerResult, Result

Instance Attribute Summary collapse

Attributes inherited from BaseService

#options

Instance Method Summary collapse

Methods inherited from BaseService

#log_debug, #log_error, #log_info, #log_warning, #logger, #tagged_logger

Constructor Details

#initialize(options = {}) ⇒ FillSalesActivity

Returns a new instance of FillSalesActivity.



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# File 'app/services/customer/fill_sales_activity.rb', line 16

def initialize(options = {})
  @touchbase_activity_type = ActivityType.find_by(task_type: 'TOUCHBASE')
  @drip_activity_type = ActivityType.find_by(task_type: 'PRO_REACT_DRIP_LAUNCH')
  @trial_run = options[:trial_run].to_b
  @limit = options[:limit]
  super
end

Instance Attribute Details

#limit ⇒ Object (readonly)

Returns the value of attribute limit.



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# File 'app/services/customer/fill_sales_activity.rb', line 14

def limit
  @limit
end

#stats ⇒ Object (readonly)

Returns the value of attribute stats.



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# File 'app/services/customer/fill_sales_activity.rb', line 14

def stats
  @stats
end

Instance Method Details

#customer_has_open_toucbhase_activity?(customer) ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/fill_sales_activity.rb', line 105

def customer_has_open_toucbhase_activity?(customer)
  Activity.open_activities.where(customer_id: customer.id, activity_type_id: @touchbase_activity_type.id).exists?
end

#customers_core_query ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 34

def customers_core_query
  Customer.joins(:customer_record)
          .active
          .organizations
          .where(catalog_id: Catalog.main_catalog_ids)
          .where(report_grouping: nil)
          .where(open_sales_activity: false)
          .where(%( lifetime_revenue > :revenue ), revenue: 5000)
          .where(%{ last_completed_sales_activity_date < :activity_date
                    AND (
                          (last_opportunity_date IS NULL AND last_order_date IS NULL)
                          OR
                          GREATEST(last_opportunity_date,last_order_date) < :opp_order_date
                    )
                  }, activity_date: 90.days.ago, opp_order_date: 90.days.ago)
end

#customers_drip_query ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 62

def customers_drip_query
  customers = customers_core_query
  customers = customers.where(state: %w[lead prospect customer])
  @drip_activity_type.customer_filter.chain_query(customers)
end

#customers_touchbase_query ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 51

def customers_touchbase_query
  customers = customers_core_query
  customers = customers.watched
                       .joins(:primary_sales_rep)
                       .where.not(primary_sales_rep: { inactive: true })
                       .where(state: %w[prospect customer])
                       .preload(:primary_sales_rep)
  # Combine with activity type filter query
  @touchbase_activity_type.customer_filter.chain_query(customers)
end

#fill_drip_for_customer(customer) ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 167

def fill_drip_for_customer(customer)
  logger.tagged "#{customer.full_name} - #{customer.reference_number}" do
    party_ids_with_sales_activity = []
    target_activity_type = @drip_activity_type.task_type
    target_datetime = 1.day.from_now
    target_datetime = WorkingHours.advance_to_closing_time(target_datetime)
    new_note = "Auto generated #{target_activity_type.to_s.upcase} on customer #{customer}, scheduling activity for #{target_datetime.to_date.to_fs(:compact)}"

    # Get all the contact and possible parties
    parties = [customer, *customer.contacts.active]
    stats[:contacts_total] += parties.size

    valid_parties = Party.distinct.where(id: parties.map(&:id)).joins(:contact_points).merge(ContactPoint.emails).where.not('exists(select 1 from email_preferences ep where ep.email = contact_points.detail and disable_announcements = true)')

    # Those who already had this drip scheduled don't get it anymore
    valid_parties = valid_parties.where.not('exists(select 1 from activities where activities.party_id = parties.id and activities.activity_type_id = ?)', @drip_activity_type.id)
    if (excluded_parties = (parties.to_a - valid_parties.to_a)).present?
      logger.warn "Parties #{excluded_parties.map(&:id).join(', ')} were excluded from drip because they had no email or their email were unsubscribed from announcements emails or they already had this drip"
      stats[:contacts_unsubscribed] += excluded_parties.size
    end

    # remove customer when we are have duplicate emails, we have a method in drip campaign let's use it
    valid_parties = Campaign::AssignDripCampaigns.compact_valid_parties(valid_parties, logger:)

    # Now with what's left we can create activities
    activities_created = []
    messages = []
    valid_parties.each do |party|
      new_act = party.activities.new activity_type: @drip_activity_type,
                                     assigned_resource_id: nil,
                                     target_datetime:,
                                     new_note:,
                                     skip_check_for_open_sales_activity: true,
                                     skip_check_for_valid_party: true # We already did this earlier

      if @trial_run || new_act.save
        msg = "Activity scheduled: #{new_act&.id || 'trial run'} on #{party.full_name} due on #{new_act.target_datetime}"
        logger.info msg
        messages << msg
        activities_created << new_act
        # Mark the customer has having a sales activity
        party_ids_with_sales_activity << party.id
        stats[:activities_created] += 1
      else
        msg = "CANNOT create new activity #{new_act.errors.full_messages.inspect}"
        logger.error msg
        messages << msg
        stats[:activities_failed] += 1
      end
    end

    Party.where(id: party_ids_with_sales_activity).update_all(open_sales_activity: true) if party_ids_with_sales_activity.present?

    return CustomerResult.new(success: activities_created.present?,
                              activity_created: activities_created,
                              message: messages.join("\n"))
  end
end

#fill_touchbase_for_customer(customer) ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 109

def fill_touchbase_for_customer(customer)
  return CustomerResult.new(success: false, message: "No primary rep on customer #{customer}") unless customer.primary_sales_rep
  return CustomerResult.new(success: false, message: "No ACTIVE primary rep on customer #{customer}") if customer.primary_sales_rep.inactive?
  return CustomerResult.new(success: false, message: "Sales activity already present on customer #{customer}") if customer.open_sales_activity
  return CustomerResult.new(success: false, message: "Customer has open touchbase activity already") if customer_has_open_toucbhase_activity?(customer)

  logger.tagged "#{customer.full_name} - #{customer.reference_number}" do
    last_sales_or_quote_date = [customer.customer_record.last_opportunity_date, customer.customer_record.last_order_date].compact.max
    last_activity_date = customer.customer_record.last_completed_sales_activity_date
    assigned_resource_id = customer.primary_sales_rep_id
    target_activity_type = @touchbase_activity_type.task_type
    time_offset = 60.days

    if last_activity_date
      time_offset ||= 1.day
      target_datetime = [(last_activity_date + time_offset), 1.day.from_now].max # prevents scheduling in the past
    else
      target_datetime = 1.day.from_now
    end

    logger.info "Evaluating #{target_activity_type} Activity on #{target_datetime}"

    # make sure we don't schedule anything  while on vacation or a day off
    target_datetime = customer.primary_sales_rep.next_working_day(target_datetime, 0)
    return CustomerResult.new(success: false, message: "Could not determine next working day for primary sale rep id #{customer.primary_sales_rep_id} starting on #{next_date}") unless target_datetime

    new_note = "Auto generated #{target_activity_type.to_s.upcase} on account, last sales activity was detected at #{last_activity_date&.to_fs(:compact)} and last sales/quote event at #{last_sales_or_quote_date&.to_fs(:compact) || 'n/a'}, performed check on #{Time.current.to_fs(:compact)} and scheduling activity for #{target_datetime.to_date.to_fs(:compact)}"
    target_datetime = WorkingHours.advance_to_closing_time(target_datetime)

    return CustomerResult.new(success: true, message: "Activity Scheduled for #{target_datetime}") if @trial_run

    # If customer has no sales activity present, we create the desired type
    new_act = customer.activities.create activity_type: @touchbase_activity_type,
                                         assigned_resource_id:,
                                         target_datetime:,
                                         new_note:,
                                         skip_check_for_open_sales_activity: true
    # No need to run the activity's intrisic check we do this automatically later

    return CustomerResult.new(success: false, message: "Sales activity already present on customer #{customer}") unless new_act

    if new_act.errors.present?
      msg = "CANNOT create new activity #{new_act.errors.full_messages.inspect}"
      logger.error msg
      return CustomerResult.new(success: false, message: msg)
    else
      logger.info "Activity scheduled: #{new_act.id} due on #{new_act.target_datetime}"

      # We mark the account has having a sales activity now
      customer.update_column(:open_sales_activity, true)
      stats[:activities_created] += 1
      return CustomerResult.new(success: true,
                                activity_created: new_act,
                                message: "Customer #{customer} for #{customer.primary_sales_rep} : #{new_note}")
    end
  end
end

#process(employee_id: nil, customer_ids: nil, skip_verify: false) ⇒ Object

fill sales activity



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# File 'app/services/customer/fill_sales_activity.rb', line 25

def process(employee_id: nil, customer_ids: nil, skip_verify: false) # rubocop:disable Lint/UnusedMethodArgument
  logger.debug("Filling sales activities", employee_id: employee_id, customer_count: customer_ids&.size)
  results = {}
  reset_stats
  results[:touchbase] = process_customers_for_activities(:touchbase, customer_ids:, employee_id:)
  results[:drip] = process_customers_for_activities(:drip, customer_ids:, employee_id:)
  results
end

#process_customers_for_activities(activity_method, customer_ids: nil, employee_id: nil) ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 68

def process_customers_for_activities(activity_method, customer_ids: nil, employee_id: nil)
  case activity_method
  when :touchbase
    customers = customers_touchbase_query
    fill_method = :fill_touchbase_for_customer
  when :drip
    customers = customers_drip_query
    fill_method = :fill_drip_for_customer
  else
    raise 'Invalid activity_method, must be :touchbase or :drip'
  end

  customers = customers.where(id: customer_ids) if customer_ids.present?
  customers = customers.where(primary_sales_rep_id: employee_id) if employee_id.present?
  customers = customers.limit(limit) if limit.present?
  customers_count = customers.size
  stats[:customers_total] += customers_count

  logger.info "Found #{customers_count} to process for #{activity_method}"
  activities_created = 0
  counter = 1
  messages = []
  customers.find_each do |c|
    logger.tagged "#{counter}/#{customers_count}" do
      res = send(fill_method, c)
      activities_created += 1 if res.success
      messages << res.message
      counter += 1
    end
  end
  logger.info "Created #{activities_created} #{activity_method}"
  Result.new(success: true,
             customers_processed: customers_count,
             activities_created:,
             messages: messages.compact)
end

#reset_stats ⇒ Object 



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# File 'app/services/customer/fill_sales_activity.rb', line 226

def reset_stats
  @stats = {
    customers_total: 0,
    contacts_total: 0,
    contacts_unsubscribed: 0,
    contacts_with_existing_activity: 0,
    activities_failed: 0,
    activities_created: 0
  }
end