Class: Report::BookOfBusiness::BookOfBusiness

Inherits:
Object
  • Object
show all
Defined in:
app/services/report/book_of_business/book_of_business.rb

Overview

Service object: book of business.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.build_int_in_clause(column, values) ⇒ Object

SQL fragment helpers: every interpolated user-supplied value goes through
one of these. Integer() coerces ID lists so any non-numeric raises before
reaching SQL; connection.quote escapes all grammar quirks for strings.

Parameters:

  • column (Object)
  • values (Object) 


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# File 'app/services/report/book_of_business/book_of_business.rb', line 27

def self.build_int_in_clause(column, values)
  return '' if values.blank?

  ids = Array(values).map { |v| Integer(v) }
  return '' if ids.empty?

  " and #{column} in (#{ids.join(',')})"
end

.build_string_in_clause(column, values) ⇒ Object

Build string in clause.

Parameters:

  • column (Object)
  • values (Object)

Returns:

  • (Object) 


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# File 'app/services/report/book_of_business/book_of_business.rb', line 40

def self.build_string_in_clause(column, values)
  return '' if values.blank?

  quoted = Array(values).map { |v| ActiveRecord::Base.lease_connection.quote(v) }
  " and #{column} in (#{quoted.join(',')})"
end

.existing_business(start_date, end_date, options) ⇒ Array<Integer>

Returns customer IDs with repeat business in the period.

Parameters:

  • start_date (Date) —

    period start

  • end_date (Date) —

    period end

  • options (Hash) —

    report filter options

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

Returns:

  • (Array<Integer>) —

    customer IDs with repeat business in the period



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# File 'app/services/report/book_of_business/book_of_business.rb', line 571

def self.existing_business(start_date, end_date, options)
  star_date_year_ago = start_date.years_ago(1)
  end_date_year_ago = start_date.days_ago(1)
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])
  sql_command = "select distinct a.customer_id
                from (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{start_date}' and '#{end_date}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) a
                inner join (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{star_date_year_ago}' and '#{end_date_year_ago}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) b on a.customer_id = b.customer_id"

  ActiveRecord::Base.lease_connection.execute(sql_command).to_a.map { |r| r.map { |_k, v| v }[0].to_i }
end

.get_cust(start_date, end_date, options, visualization, cust_cache: nil) ⇒ Array<Hash>

Runs the union of customer ID queries per state classification.

Parameters:

  • start_date (Date) —

    start of the current period

  • end_date (Date) —

    end of the current period

  • options (Hash) —

    report filter options

  • visualization (Integer) —

    1 for overview, 2 for customer breakdown

  • cust_cache (Hash, nil) (defaults to: nil) —

    pre-computed customer classification cache

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (Array<Hash>) —

    result rows with symbolized keys



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# File 'app/services/report/book_of_business/book_of_business.rb', line 346

def self.get_cust(start_date, end_date, options, visualization, cust_cache: nil)
  orders_opps_number = get_customers_ids(start_date, end_date, options, 1, visualization, cust_cache: cust_cache)
  activities_open = get_customers_ids(start_date, end_date, options, 3, visualization, cust_cache: cust_cache)
  activities_no_open = get_customers_ids(start_date, end_date, options, 4, visualization, cust_cache: cust_cache)

  sql = <<-SQL.squish
    #{orders_opps_number}
    union all
    #{activities_open}
    union all
    #{activities_no_open}
  SQL

  ActiveRecord::Base.lease_connection.execute(sql).to_a.map(&:symbolize_keys)
end

.get_customers_ids(start_date, end_date, options, detail, visualization, cust_cache: nil) ⇒ String

Returns the SQL query.

Parameters:

  • start_date (Date) —

    period start

  • end_date (Date) —

    period end

  • detail (Integer) —

    detail selector (1 = orders/opps, 3/4 = activities)

  • visualization (Integer) —

    1 for overview, 2 for customer breakdown

  • cust_cache (Hash, nil) (defaults to: nil) —

    pre-computed customer classification cache

  • options (Hash) —

    report filter options

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (String) —

    the SQL query



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# File 'app/services/report/book_of_business/book_of_business.rb', line 675

def self.get_customers_ids(start_date, end_date, options, detail, visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  where_activity = ''
  from_table = ''
  case detail
  when 1
    from_table = ' from view_book_business_ord_opps '
  when 3
    from_table = ' from view_book_business_activities '
    where_activity = ' and activity = 1 '
  when 4
    from_table = ' from view_book_business_activities '
    where_activity = ' and activity = 0 '
  end
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])
  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = options[:sources].flat_map { |r| Source.select_suboptions(r) }.uniq
    where_sources = build_int_in_clause('source_id', source_ids)
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    campaign_source_ids = Campaign.where(id: options[:campaign_ids]).pluck(:source_id)
    where_campaigns = build_int_in_clause('source_id', campaign_source_ids)
  end
  where_branch = build_int_in_clause('store_id', options[:company_ids])

  if visualization == 1
    "select distinct #{detail}::int as detail,report_grouping,customer_id,
                case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then 'lead_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then 'lead_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then 'prct_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then 'prct_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then 'ctmr_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then 'ctmr_prev'
                     when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then 'clsd_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then 'clsd_prev' else null end as customer_state
                #{from_table}
                where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                #{where_activity}
                #{where_gp}
                #{where_rep}
                #{where_sources}
                #{where_campaigns}
                #{where_branch}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    eb_cust = cached_customers(cust_cache, :existing_business, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_eb_cust = cached_customers(cust_cache, :existing_business, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    eb_cur = " when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{eb_cust.map { |r| r }.join(',')}) then 'eb_cur' " if detail == 1
    eb_cur = " when gl_date between '#{start_date}' and '#{end_date}' and customer_id not in (#{(new_cust + rb_cust).uniq.map { |r| r }.join(',')}) then 'eb_cur' " if [3, 4].include?(detail)
    eb_prev = " when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_eb_cust.map { |r| r }.join(',')}) then 'eb_prev' " if detail == 1
    eb_prev = " when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id not in (#{(prev_new_cust + prev_rb_cust).uniq.map { |r| r }.join(',')}) then 'eb_prev' " if [3, 4].include?(detail)

    "select distinct #{detail}::int as detail,report_grouping,customer_id,
                case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map { |r| r }.join(',')}) then 'nc_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map { |r| r }.join(',')}) then 'nc_prev'
                     #{eb_cur}
                     #{eb_prev}
                     when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map { |r| r }.join(',')}) then 'rb_cur'
                     when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map { |r| r }.join(',')}) then 'rb_prev' else null end as customer_state
                #{from_table}
                where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                and state = 'customer'
                #{where_activity}
                #{where_gp}
                #{where_rep}
                #{where_sources}
                #{where_campaigns}
                #{where_branch}"
  end
end

.get_data(start_date, end_date, is_total, options, visualization, cust_cache: nil) ⇒ Array<Hash>

Runs the union of order/opportunity and activity metric queries.

Parameters:

  • start_date (Date) —

    start of the current period

  • end_date (Date) —

    end of the current period

  • is_total (Boolean) —

    true for the total row, false for per-grouping detail rows

  • options (Hash) —

    report filter options

  • visualization (Integer) —

    1 for overview, 2 for customer breakdown

  • cust_cache (Hash, nil) (defaults to: nil) —

    pre-computed customer classification cache

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (Array<Hash>) —

    result rows with symbolized keys



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# File 'app/services/report/book_of_business/book_of_business.rb', line 313

def self.get_data(start_date, end_date, is_total, options, visualization, cust_cache: nil)
  orders_opps_number = string_query_opps_orders(start_date, end_date, 1, is_total, options, visualization, cust_cache: cust_cache)
  orders_opps_revenue = string_query_opps_orders(start_date, end_date, 2, is_total, options, visualization, cust_cache: cust_cache)
  activities_open = string_query_activities(start_date, end_date, 3, is_total, options, visualization, cust_cache: cust_cache)
  activities_no_open = string_query_activities(start_date, end_date, 4, is_total, options, visualization, cust_cache: cust_cache)
  order_by = is_total == true ? '' : 'order by 1,2'

  sql = <<-SQL.squish
    #{orders_opps_number}
    union all
    #{orders_opps_revenue}
    union all
    #{activities_open}
    union all
    #{activities_no_open}
    #{order_by}
  SQL

  ActiveRecord::Base.lease_connection.execute(sql).to_a.map(&:symbolize_keys)
end

.new_customers(start_date, end_date, options) ⇒ Array<Integer>

Returns customer IDs with first-ever business in the period.

Parameters:

  • start_date (Date) —

    period start

  • end_date (Date) —

    period end

  • options (Hash) —

    report filter options

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

Returns:

  • (Array<Integer>) —

    customer IDs with first-ever business in the period



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# File 'app/services/report/book_of_business/book_of_business.rb', line 537

def self.new_customers(start_date, end_date, options)
  star_date_day_ago = start_date.days_ago(1)
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])
  sql_command = "select distinct a.customer_id
                from (
                    select distinct customer_id
                    from invoices
                    where gl_date between '#{start_date}' and '#{end_date}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) a
                left join (
                    select distinct customer_id
                    from invoices
                    where gl_date <= '#{star_date_day_ago}'
                    and invoice_type = 'SO'
                    and state not in ('draft','requested')
                    #{where_gp}
                    #{where_rep}
                ) b on a.customer_id = b.customer_id
                where b.customer_id is null"

  ActiveRecord::Base.lease_connection.execute(sql_command).to_a.map { |r| r.map { |_k, v| v }[0].to_i }
end

.reactivating_business(start_date, end_date, options) ⇒ Array<Integer>

Returns customer IDs reactivating in the period.

Parameters:

  • start_date (Date) —

    period start

  • end_date (Date) —

    period end

  • options (Hash) —

    report filter options

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

Returns:

  • (Array<Integer>) —

    customer IDs reactivating in the period



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# File 'app/services/report/book_of_business/book_of_business.rb', line 605

def self.reactivating_business(start_date, end_date, options)
  star_date_year_ago = start_date.years_ago(1)
  end_date_year_ago = start_date.days_ago(1)
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])
  sql_command = "select distinct customer_id
    from invoices
    where gl_date between '#{start_date}' and '#{end_date}'
    and invoice_type = 'SO'
    and state not in ('draft','requested')
    #{where_gp}
    #{where_rep}
    and customer_id not in (
        select distinct a.customer_id
        from (
            select distinct customer_id
            from invoices
            where gl_date between '#{start_date}' and '#{end_date}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) a
        left join (
            select distinct customer_id
            from invoices
            where gl_date <= '#{end_date_year_ago}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) b on a.customer_id = b.customer_id
        where b.customer_id is null
        union all
        select distinct a.customer_id
        from (
            select distinct customer_id
            from invoices
            where gl_date between '#{start_date}' and '#{end_date}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) a
        inner join (
            select distinct customer_id
            from invoices
            where gl_date between '#{star_date_year_ago}' and '#{end_date_year_ago}'
            and invoice_type = 'SO'
            and state not in ('draft','requested')
            #{where_gp}
            #{where_rep}
        ) b on a.customer_id = b.customer_id
    )"

  ActiveRecord::Base.lease_connection.execute(sql_command).to_a.map { |r| r.map { |_k, v| v }[0].to_i }
end

.result_report(options = {}) ⇒ Result

Builds the full book of business report (overview + customer breakdown).

Parameters:

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

    report filter options

Options Hash (options):

  • period1_gteq (Date) —

    start of the current period

  • period1_lteq (Date) —

    end of the current period

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (Result) —

    the assembled report data



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# File 'app/services/report/book_of_business/book_of_business.rb', line 57

def self.result_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)

  # visualization = 1 ---> overview
  cust_overview = get_cust(start_date, end_date, options, 1)
  cust_detail = cust_overview.map { |r| r[:detail].to_i }.uniq.sort.to_a
  cust_states = cust_overview.pluck(:customer_state).compact.uniq.sort.to_a
  total_overview = get_data(start_date, end_date, true, options, 1).map { |r| r.keys.zip(r.values.map(&:to_f)).to_h }
  detail_overview = get_data(start_date, end_date, false, options, 1)
  rg = detail_overview.pluck(:report_grouping).compact.uniq.sort.to_a
  rowspan_by_rg = detail_overview.filter_map { |r| r[:report_grouping] }.sort.to_a.each_with_object(Hash.new(0)) do |v, k|
    k[v] += 1
  end

  total_cust_overview = []
  cust_detail.each do |i|
    cust_ids = {}
    cust_ids.merge!(detail: i)
    cust_states.each do |j|
      ids = []
      cust_overview.each do |k|
        ids << k[:customer_id] if k[:detail].to_i == i && k[:customer_state] == j
      end
      cust_ids.merge!("#{j}_ids": ids)
    end
    total_cust_overview << cust_ids
  end

  cust_detail.each do |d|
    total_cust_overview.each do |c|
      next unless c[:detail] == d

      total_overview.each do |r|
        next unless r[:detail].to_i == d

        r.merge!(lead_cur_ids: c[:lead_cur_ids],
                 lead_prev_ids: c[:lead_prev_ids],
                 prct_cur_ids: c[:prct_cur_ids],
                 prct_prev_ids: c[:prct_prev_ids],
                 ctmr_cur_ids: c[:ctmr_cur_ids],
                 ctmr_prev_ids: c[:ctmr_prev_ids],
                 clsd_cur_ids: c[:clsd_cur_ids],
                 clsd_prev_ids: c[:clsd_prev_ids])
      end
    end
  end

  detail_cust_overview = []
  cust_detail.each do |i|
    rg.each do |j|
      cust_ids = {}
      cust_ids.merge!(report_grouping: j, detail: i.to_s)
      cust_states.each do |k|
        ids = []
        cust_overview.each do |l|
          ids << l[:customer_id] if l[:detail].to_i == i && l[:report_grouping] == j && l[:customer_state] == k
        end
        cust_ids.merge!("#{k}_ids": ids)
      end
      detail_cust_overview << cust_ids
    end
  end

  cust_detail.each do |d|
    rg.each do |g|
      detail_cust_overview.each do |c|
        next unless c[:detail].to_i == d && c[:report_grouping] == g

        detail_overview.each do |r|
          next unless r[:detail].to_i == d && r[:report_grouping] == g

          r.merge!(lead_cur_ids: c[:lead_cur_ids],
                   lead_prev_ids: c[:lead_prev_ids],
                   prct_cur_ids: c[:prct_cur_ids],
                   prct_prev_ids: c[:prct_prev_ids],
                   ctmr_cur_ids: c[:ctmr_cur_ids],
                   ctmr_prev_ids: c[:ctmr_prev_ids],
                   clsd_cur_ids: c[:clsd_cur_ids],
                   clsd_prev_ids: c[:clsd_prev_ids])
        end
      end
    end
  end

  rowsnum = Hash.new(0)
  channel_array = []
  rg.each do |j|
    detail_overview.each do |i|
      channel_array << i if i[:report_grouping] == j
    end
    rowsnum.store(j, channel_array.min_by { |h| h[:detail] }[:detail].to_i)
    channel_array.clear
  end

  # Pre-compute customer classifications ONCE for visualization=2.
  # Previously these 6 queries were duplicated ~58 times per report run,
  # accounting for the majority of the report's load time.
  cust_cache = build_customer_cache(start_date, end_date, prev_start_date, prev_end_date, options)

  # visualization = 2 ---> customer breakdown
  cust_cbd = get_cust(start_date, end_date, options, 2, cust_cache: cust_cache)
  cust_states_cbd = cust_cbd.pluck(:customer_state).compact.uniq.sort.to_a
  total_cbd = get_data(start_date, end_date, true, options, 2, cust_cache: cust_cache).map { |r| r.keys.zip(r.values.map(&:to_f)).to_h }
  detail_cbd = get_data(start_date, end_date, false, options, 2, cust_cache: cust_cache)
  rg_cbd = detail_cbd.pluck(:report_grouping).compact.uniq.sort.to_a
  rowspan_by_rg_cbd = detail_cbd.filter_map { |r| r[:report_grouping] }.sort.to_a.each_with_object(Hash.new(0)) do |v, k|
    k[v] += 1
  end

  total_cust_cbd = []
  cust_detail.each do |i|
    cust_ids_cbd = {}
    cust_ids_cbd.merge!(detail: i)
    cust_states_cbd.each do |j|
      ids_cbd = []
      cust_cbd.each do |k|
        ids_cbd << k[:customer_id] if k[:detail].to_i == i && k[:customer_state] == j
      end
      cust_ids_cbd.merge!("#{j}_ids": ids_cbd)
    end
    total_cust_cbd << cust_ids_cbd
  end

  cust_detail.each do |d|
    total_cust_cbd.each do |c|
      next unless c[:detail] == d

      total_cbd.each do |r|
        next unless r[:detail].to_i == d

        r.merge!(nc_cur_ids: c[:nc_cur_ids],
                 nc_prev_ids: c[:nc_prev_ids],
                 eb_cur_ids: c[:eb_cur_ids],
                 eb_prev_ids: c[:eb_prev_ids],
                 rb_cur_ids: c[:rb_cur_ids],
                 rb_prev_ids: c[:rb_prev_ids])
      end
    end
  end

  detail_cust_cbd = []
  cust_detail.each do |i|
    rg_cbd.each do |j|
      cust_ids_cbd = {}
      cust_ids_cbd.merge!(report_grouping: j, detail: i.to_s)
      cust_states_cbd.each do |k|
        ids_cbd = []
        cust_cbd.each do |l|
          ids_cbd << l[:customer_id] if l[:detail].to_i == i && l[:report_grouping] == j && l[:customer_state] == k
        end
        cust_ids_cbd.merge!("#{k}_ids": ids_cbd)
      end
      detail_cust_cbd << cust_ids_cbd
    end
  end

  cust_detail.each do |d|
    rg_cbd.each do |g|
      detail_cust_cbd.each do |c|
        next unless c[:detail].to_i == d && c[:report_grouping] == g

        detail_cbd.each do |r|
          next unless r[:detail].to_i == d && r[:report_grouping] == g

          r.merge!(nc_cur_ids: c[:nc_cur_ids],
                   nc_prev_ids: c[:nc_prev_ids],
                   eb_cur_ids: c[:eb_cur_ids],
                   eb_prev_ids: c[:eb_prev_ids],
                   rb_cur_ids: c[:rb_cur_ids],
                   rb_prev_ids: c[:rb_prev_ids])
        end
      end
    end
  end

  rowsnum_cbd = Hash.new(0)
  channel_array_cbd = []
  rg_cbd.each do |j|
    detail_cbd.each do |i|
      channel_array_cbd << i if i[:report_grouping] == j
    end
    rowsnum_cbd.store(j, channel_array_cbd.min_by { |h| h[:detail] }[:detail].to_i)
    channel_array_cbd.clear
  end

  Result.new(success: true, total_overview: total_overview, detail_overview: detail_overview, rowspan_by_rg: rowspan_by_rg, rowsnum: rowsnum, total_cbd: total_cbd, detail_cbd: detail_cbd, rowspan_by_rg_cbd: rowspan_by_rg_cbd,
rowsnum_cbd: rowsnum_cbd)
end

.string_query_activities(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil) ⇒ String

Returns the SQL query.

Parameters:

  • start_date (Date) —

    period start

  • end_date (Date) —

    period end

  • detail (Integer) —

    activity detail selector

  • is_total (Boolean) —

    whether this is the totals row

  • visualization (Integer) —

    1 for overview, 2 for customer breakdown

  • cust_cache (Hash, nil) (defaults to: nil) —

    pre-computed customer classification cache

  • options (Hash) —

    report filter options

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (String) —

    the SQL query



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# File 'app/services/report/book_of_business/book_of_business.rb', line 460

def self.string_query_activities(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  where_activity = ' and activity = 1 ' if detail == 3
  where_activity = ' and activity = 0 ' if detail == 4
  select = "select #{detail}::int as detail" if is_total == true
  select = "select report_grouping,#{detail}::int as detail" if is_total == false
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])

  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = options[:sources].flat_map { |r| Source.select_suboptions(r) }.uniq
    where_sources = build_int_in_clause('source_id', source_ids)
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    campaign_source_ids = Campaign.where(id: options[:campaign_ids]).pluck(:source_id)
    where_campaigns = build_int_in_clause('source_id', campaign_source_ids)
  end
  where_branch = build_int_in_clause('store_id', options[:company_ids])
  group_by = '' if is_total == true
  group_by = 'group by report_grouping' if is_total == false

  if visualization == 1
    "#{select},
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then customer_id else null end)) as lead_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then customer_id else null end)) as lead_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then customer_id else null end)) as prct_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then customer_id else null end)) as prct_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then customer_id else null end)) as ctmr_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then customer_id else null end)) as ctmr_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then customer_id else null end)) as clsd_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then customer_id else null end)) as clsd_prev
                 from view_book_business_activities
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 #{where_activity}
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    "#{select},
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map { |r| r }.join(',')}) then customer_id else null end)) as nc_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map { |r| r }.join(',')}) then customer_id else null end)) as nc_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id not in (#{(new_cust + rb_cust).uniq.map { |r| r }.join(',')}) then customer_id else null end)) as eb_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id not in (#{(prev_new_cust + prev_rb_cust).uniq.map { |r| r }.join(',')}) then customer_id else null end)) as eb_prev,
                 count(distinct (case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map { |r| r }.join(',')}) then customer_id else null end)) as rb_cur,
                 count(distinct (case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map { |r| r }.join(',')}) then customer_id else null end)) as rb_prev
                 from view_book_business_activities
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 and state = 'customer'
                 #{where_activity}
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  end
end

.string_query_opps_orders(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil) ⇒ String?

Builds the order/opportunity metric SQL fragment.

Parameters:

  • start_date (Date) —

    start of the current period

  • end_date (Date) —

    end of the current period

  • detail (Integer) —

    1 for counts, 2 for revenue amounts

  • is_total (Boolean) —

    true for the total row, false for per-grouping detail rows

  • options (Hash) —

    report filter options

  • visualization (Integer) —

    1 for overview, 2 for customer breakdown

  • cust_cache (Hash, nil) (defaults to: nil) —

    pre-computed customer classification cache

Options Hash (options):

  • report_groupings (Array<String>) —

    report groupings to filter by

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter by

  • sources (Array<Integer>) —

    source IDs to filter by (expanded via Source.select_suboptions)

  • campaign_ids (Array<Integer>) —

    campaign IDs to filter by (mapped to their source IDs)

  • company_ids (Array<Integer>) —

    store IDs to filter by

Returns:

  • (String, nil) —

    the SQL fragment



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# File 'app/services/report/book_of_business/book_of_business.rb', line 376

def self.string_query_opps_orders(start_date, end_date, detail, is_total, options, visualization, cust_cache: nil)
  prev_start_date = start_date.years_ago(1)
  prev_end_date = end_date.years_ago(1)
  column = '1' if detail == 1
  column = 'amount' if detail == 2
  select = "select #{detail}::int as detail" if is_total == true
  select = "select report_grouping,#{detail}::int as detail" if is_total == false
  where_gp = build_string_in_clause('report_grouping', options[:report_groupings])
  where_rep = build_int_in_clause('primary_sales_rep_id', options[:primary_sales_rep_ids])

  if options[:sources].empty?
    where_sources = ''
  else
    source_ids = options[:sources].flat_map { |r| Source.select_suboptions(r) }.uniq
    where_sources = build_int_in_clause('source_id', source_ids)
  end
  if options[:campaign_ids].empty?
    where_campaigns = ''
  else
    campaign_source_ids = Campaign.where(id: options[:campaign_ids]).pluck(:source_id)
    where_campaigns = build_int_in_clause('source_id', campaign_source_ids)
  end
  where_branch = build_int_in_clause('store_id', options[:company_ids])
  group_by = '' if is_total == true
  group_by = 'group by report_grouping' if is_total == false

  if visualization == 1
    "#{select},
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'lead' then #{column} else 0 end) as lead_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'lead' then #{column} else 0 end) as lead_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'prospect' then #{column} else 0 end) as prct_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'prospect' then #{column} else 0 end) as prct_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'customer' then #{column} else 0 end) as ctmr_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'customer' then #{column} else 0 end) as ctmr_prev,
                 sum(case when gl_date between '#{start_date}' and '#{end_date}' and state = 'closed' then #{column} else 0 end) as clsd_cur,
                 sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and state = 'closed' then #{column} else 0 end) as clsd_prev
                 from view_book_business_ord_opps
                 where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                 #{where_gp}
                 #{where_rep}
                 #{where_sources}
                 #{where_campaigns}
                 #{where_branch}
                 #{group_by}"
  elsif visualization == 2
    new_cust = cached_customers(cust_cache, :new_customers, start_date, end_date, options)
    eb_cust = cached_customers(cust_cache, :existing_business, start_date, end_date, options)
    rb_cust = cached_customers(cust_cache, :reactivating_business, start_date, end_date, options)
    prev_new_cust = cached_customers(cust_cache, :new_customers, prev_start_date, prev_end_date, options)
    prev_eb_cust = cached_customers(cust_cache, :existing_business, prev_start_date, prev_end_date, options)
    prev_rb_cust = cached_customers(cust_cache, :reactivating_business, prev_start_date, prev_end_date, options)

    "#{select},
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{new_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as nc_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_new_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as nc_prev,
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{eb_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as eb_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_eb_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as eb_prev,
                   sum(case when gl_date between '#{start_date}' and '#{end_date}' and customer_id in (#{rb_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as rb_cur,
                   sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' and customer_id in (#{prev_rb_cust.map { |r| r }.join(',')}) then #{column} else 0 end) as rb_prev
                   from view_book_business_ord_opps
                   where (gl_date between '#{start_date}' and '#{end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
                   and state = 'customer'
                   #{where_gp}
                   #{where_rep}
                   #{where_sources}
                   #{where_campaigns}
                   #{where_branch}
                   #{group_by}"
  end
end