Class: Customer::Watch

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

Overview

Service object: watch.

Defined Under Namespace

Classes: Result

Constant Summary collapse

WATCH_CAP =

Watch cap.

2_000
WATCH_STATES =

Recognised watch states.

%w[prospect customer].freeze
UNWATCHABLE_PROFILE_IDS =

Unwatchable profile ids.

[ProfileConstants::HOMEOWNER].freeze

Instance Attribute Summary

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 = {}) ⇒ Watch

Returns a new instance of Watch.

Parameters:

  • options (Hash) (defaults to: {}) —

    service options (passed to BaseService)

Options Hash (options):

  • logger (Logger) —

    logger to use (defaults to Rails.logger)



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# File 'app/services/customer/watch.rb', line 18

def initialize(options = {})
  super
  @open_activity_flag_resetter = Customer::ResetOpenActivityFlag.new(logger:)
  @fill_sales_activity = Customer::FillSalesActivity.new(logger:)
  @prune_touchbase = Customer::PruneTouchbase.new(logger:)
end

Instance Method Details

#process(options = {}) ⇒ Result

This key method will perform 5 essential functions

  1. The open sales activity flag will be calculated for all of a rep's accounts. Pass :skip_calculate_open_activity => true to skip
  2. Each customer in the sales rep account base will be scored and the result stored in the Sales Priority index. Pass :skip_scoring => true to skip
  3. The top 2000 customers by Sales Priority Index are marked as watched accounts minus those on forced watch. Pass :skip_reset_sales_watch => true to skip
  4. A touchbase sales activity is filled in on all watched accounts who don't have one. The new activites are prioritized from their assignement date 6 weeks from now. Pass :skip_fill_sales_activity => true to skip
  5. Past due activities are prioritized and distributed starting the next business day. Pass :skip_prioritization => true to skip

Parameters:

  • options (Hash) (defaults to: {}) —

    process options

Options Hash (options):

  • employee_id (Integer, nil) —

    restrict the reset to this sales rep

  • skip_scoring (Boolean) —

    skip the sales priority scoring step

  • skip_reset_sales_watch (Boolean) —

    skip the watch list reset step

  • skip_fill_sales_activity (Boolean) —

    skip the touchbase fill step

  • skip_calculate_open_activity (Boolean) —

    skip the open activity flag recalculation

  • skip_prune_touchbase (Boolean) —

    skip the touchbase pruning step

Returns:

  • (Result) —

    the process result



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# File 'app/services/customer/watch.rb', line 39

def process(options = {})
  options = options.with_indifferent_access

  logger.debug("Processing full reset for sales watch", employee_id: options[:employee_id])

  reset_sales_watch_for_unassigned
  reset_sales_watch_for_invalid_states

  score_customers(employee_id: options[:employee_id]) unless options[:skip_scoring]

  employees = Employee.all
  employees = if options[:employee_id]
                employees.where(id: options[:employee_id])
              else
                employees.active_employees.sales_reps.sorted
              end

  employees.each do |e|
    logger.info "Processing full reset for employee #{e.full_name}/#{e.id}"
    reset_sales_watch_list(e.id) unless options[:skip_reset_sales_watch]
    fill_sales_activity(e.id) unless options[:skip_fill_sales_activity]
    reset_open_activity_flag(employee_id: e.id) unless options[:skip_calculate_open_activity]
  end
  # Prune must go through all to be effective (since rep might drop off accounts), unless the watch method is
  # called on a specific employee in which case the focus will be narrowed
  prune_touchbase(primary_sales_rep_id: options[:employee_id]) unless options[:skip_prune_touchbase]

  Result.new(success: true)
end