Class: Report::ConversionReport::ConversionReport

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

Overview

Service object: conversion report.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.converison_per_master_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per master grouping.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 404

def self.converison_per_master_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select mg.master_grouping,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur,
              count(distinct voc.report_grouping) as subgroups
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping

    ), table2 as (
        select mg.master_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping

    ), table3 as (
        select mg.master_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping

    )
    select t1.master_grouping,subgroups,opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,(opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.master_grouping = t2.master_grouping
    left join table3 t3 on t1.master_grouping = t3.master_grouping
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_product_line_group1(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per product line group1.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 705

def self.converison_per_product_line_group1(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.group1,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur,
              count(distinct group2) as subgroups
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.group1

    ), table2 as (
        select group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1

    ), table3 as (
        select group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1

    )
    select t1.group1,subgroups,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.group1 = t2.group1
    left join table3 t3 on t1.group1 = t3.group1
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_product_line_group2(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per product line group2.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 782

def self.converison_per_product_line_group2(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.group1,voc.group2,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur,
              count(distinct group3) as subgroups
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.group1,voc.group2

    ), table2 as (
        select group1,group2,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1,group2

    ), table3 as (
        select group1,group2,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1,group2

    )
    select t1.group1,t1.group2,subgroups,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.group1 = t2.group1 and t1.group2 = t2.group2
    left join table3 t3 on t1.group1 = t3.group1 and t1.group2 = t3.group2
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_product_line_group3(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per product line group3.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 859

def self.converison_per_product_line_group3(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.group1,voc.group2,voc.group3,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.group1,voc.group2,voc.group3

    ), table2 as (
        select group1,group2,group3,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1,group2,group3

    ), table3 as (
        select group1,group2,group3,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by group1,group2,group3

    )
    select t1.group1,t1.group2,t1.group3,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.group1 = t2.group1 and t1.group2 = t2.group2 and t1.group3 = t2.group3
    left join table3 t3 on t1.group1 = t3.group1 and t1.group2 = t3.group2 and t1.group3 = t3.group3
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_product_line_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per product line total.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 636

def self.converison_per_product_line_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    ), table2 as (
        select round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    ), table3 as (
        select round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    )
    select opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1, table2 t2, table3 t3
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_rep(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per rep.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 173

def self.converison_per_rep(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.primary_sales_rep_id,full_name,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        and voc.primary_sales_rep_id not in (155,85,92)
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.primary_sales_rep_id,full_name

    ), table2 as (
        select primary_sales_rep_id,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id

    ), table3 as (
        select primary_sales_rep_id,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id

    )
    select t1.primary_sales_rep_id,t1.full_name,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.primary_sales_rep_id = t2.primary_sales_rep_id
    left join table3 t3 on t1.primary_sales_rep_id = t3.primary_sales_rep_id
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_rep_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per rep and product line.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 327

def self.converison_per_rep_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.primary_sales_rep_id,voc.group1,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        and voc.primary_sales_rep_id not in (155,85,92)
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.primary_sales_rep_id,voc.group1

    ), table2 as (
        select primary_sales_rep_id,group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id,group1

    ), table3 as (
        select primary_sales_rep_id,group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id,group1

    )
    select t1.primary_sales_rep_id,t1.group1,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.primary_sales_rep_id = t2.primary_sales_rep_id and t1.group1 = t2.group1
    left join table3 t3 on t1.primary_sales_rep_id = t3.primary_sales_rep_id and t1.group1 = t3.group1
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_rep_and_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per rep and report grouping.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 250

def self.converison_per_rep_and_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.primary_sales_rep_id,voc.report_grouping,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        and voc.primary_sales_rep_id not in (155,85,92)
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.primary_sales_rep_id,voc.report_grouping

    ), table2 as (
        select primary_sales_rep_id,report_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id,report_grouping

    ), table3 as (
        select primary_sales_rep_id,report_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by primary_sales_rep_id,report_grouping

    )
    select t1.primary_sales_rep_id,t1.report_grouping,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.primary_sales_rep_id = t2.primary_sales_rep_id and t1.report_grouping = t2.report_grouping
    left join table3 t3 on t1.primary_sales_rep_id = t3.primary_sales_rep_id and t1.report_grouping = t3.report_grouping
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_rep_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per rep total.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 103

def self.converison_per_rep_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        and voc.primary_sales_rep_id not in (155,85,92)
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    ), table2 as (
        select round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    ), table3 as (
        select round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}

    )
    select opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1,table2 t2,table3 t3
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per report grouping.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 482

def self.converison_per_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select mg.master_grouping,voc.report_grouping,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur,
              count(distinct group1) as subgroups
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping,voc.report_grouping

    ), table2 as (
        select mg.master_grouping,voc.report_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping,voc.report_grouping

    ), table3 as (
        select mg.master_grouping,voc.report_grouping,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        left join report_grouping_master_groups mg on voc.report_grouping = mg.report_grouping
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by mg.master_grouping,voc.report_grouping

    )
    select t1.master_grouping,t1.report_grouping,subgroups,opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,(opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.master_grouping = t2.master_grouping and t1.report_grouping = t2.report_grouping
    left join table3 t3 on t1.master_grouping = t3.master_grouping and t1.report_grouping = t3.report_grouping
    order by t1.opps_created_cur desc

  SQL

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

.converison_per_report_grouping_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings) ⇒ Object

Converison per report grouping and product line.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • prev_start_date (Date)
  • prev_end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 560

def self.converison_per_report_grouping_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  cur_year = start_date.year
  prev_year = prev_start_date.year
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and voc.company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('voc.report_grouping', report_groupings)

  sql = <<-SQL
    with table1 as (
        select voc.report_grouping,voc.group1,
              sum(case when year = #{prev_year} then 1 else 0 end) as opps_created_prev,
              sum(case when year = #{cur_year} then 1 else 0 end) as opps_created_cur,
              sum(case when year = #{prev_year} and voc.state = 'won' then 1 else 0 end) as opps_won_prev,
              sum(case when year = #{cur_year} and voc.state = 'won' then 1 else 0 end) as opps_won_cur
        from view_opportunity_conversions voc
        inner join parties e on voc.primary_sales_rep_id = e.id and e.type = 'Employee' and e.inactive = false
        inner join analytic_date_time_dimensions dt on voc.created_at = dt.date
        where (voc.created_at between '#{prev_start_date}' and '#{prev_end_date}' or voc.created_at between '#{start_date}' and '#{end_date}')
        --and voc.days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by voc.report_grouping,voc.group1

    ), table2 as (
        select report_grouping,group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_prev
        from view_opportunity_conversions voc
        where created_at between '#{prev_start_date}' and '#{prev_end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by report_grouping,group1

    ), table3 as (
        select report_grouping,group1,round(avg(days_conversion)::decimal,0) as avg_closing_time_cur
        from view_opportunity_conversions voc
        where created_at between '#{start_date}' and '#{end_date}'
        and state = 'won'
        --and days_conversion > 0
        #{company_sql}
        #{report_groupings_sql}
        group by report_grouping,group1

    )
    select t1.report_grouping,t1.group1,
          opps_created_prev,opps_created_cur,
          case when opps_created_prev = 0 then 0 else round(((opps_created_cur::decimal - opps_created_prev::decimal) / opps_created_prev::decimal) * 100,0) end as opps_growth,
          opps_won_prev,opps_won_cur,
          (opps_won_cur - opps_won_prev) as opp_won_var,
          case when opps_created_prev = 0 then 0 else round((opps_won_prev::decimal / opps_created_prev::decimal) * 100,0) end as conversion_rate_prev,
          case when opps_created_cur = 0 then 0 else round((opps_won_cur::decimal / opps_created_cur::decimal) * 100,0) end as conversion_rate_cur,
          round(((case when opps_created_cur = 0 then 0 else (opps_won_cur::decimal / opps_created_cur::decimal) * 100 end) - (case when opps_created_prev = 0 then 0 else (opps_won_prev::decimal / opps_created_prev::decimal) * 100 end)),0) as conversion_rate_var,
          coalesce(avg_closing_time_prev,0) as avg_closing_time_prev,coalesce(avg_closing_time_cur,0) as avg_closing_time_cur,
          (coalesce(avg_closing_time_cur,0) - coalesce(avg_closing_time_prev,0)) as avg_closing_time_var
    from table1 t1
    left join table2 t2 on t1.report_grouping = t2.report_grouping and t1.group1 = t2.group1
    left join table3 t3 on t1.report_grouping = t3.report_grouping and t1.group1 = t3.group1
    order by t1.opps_created_cur desc

  SQL

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

.conversion_per_discount(start_date, end_date, country, report_groupings) ⇒ Object

Conversion per discount.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 933

def self.conversion_per_discount(start_date, end_date, country, report_groupings)
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('report_grouping', report_groupings)

  sql = <<-SQL.squish
  with opps as (
      select distinct opportunity_id,state,discount_numeric_range,discount_name_range
      from view_opportunity_conversions
      where created_at between '#{start_date}' and '#{end_date}'
      #{company_sql}
      #{report_groupings_sql}
  )
  select opps.discount_numeric_range,opps.discount_name_range,count(*) as total_opportunities,
      sum(case when opps.state = 'won' then 1 else 0 end) as won_opportunities,
      case when count(*) = 0 then 0 else (sum(case when opps.state = 'won' then 1 else 0 end)::numeric / count(*)::numeric) * 100 
      end as conversion_rate
  from opps
  group by opps.discount_numeric_range,opps.discount_name_range
  order by opps.discount_numeric_range;
  SQL

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

.conversion_per_discount_report_grouping(start_date, end_date, country, report_groupings) ⇒ Object

Conversion per discount report grouping.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • country (Object)
  • report_groupings (Object)

Returns:

  • (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 968

def self.conversion_per_discount_report_grouping(start_date, end_date, country, report_groupings)
  company_id = if country == 'combined'
                 nil
               else
                 (country == 'us' ? 1 : 2)
               end
  company_sql = country == 'combined' ? ' ' : (' and company_id = ' << company_id.to_s << ' ')
  report_groupings_sql = report_grouping_clause('report_grouping', report_groupings)

  sql = <<-SQL.squish
  with opps_rg as (
      select distinct opportunity_id,report_grouping,state,discount_numeric_range,discount_name_range
      from view_opportunity_conversions
      where created_at between '#{start_date}' and '#{end_date}'
      #{company_sql}
      #{report_groupings_sql}
      )
  select discount_numeric_range,discount_name_range,opps_rg.report_grouping,
      count(*) as total_opportunities,
      sum(case when state = 'won' then 1 else 0 end) as won_opportunities,
      case when count(*) = 0 then 0 else (sum(case when state = 'won' then 1 else 0 end)::numeric / count(*)::numeric) * 100 
      end as conversion_rate
  from opps_rg
  group by discount_numeric_range,discount_name_range,opps_rg.report_grouping
  order by discount_numeric_range,conversion_rate;
  SQL

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

.opportunity_report(options = {}) ⇒ Result

Runs the opportunity conversion report for a period and the same period one year earlier.

Parameters:

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

    configurable options

Options Hash (options):

  • period1_gteq (Date) —

    start of the current reporting period

  • period1_lteq (Date) —

    end of the current reporting period

  • country (String) —

    market scope: 'us', 'ca', or 'combined'

  • report_groupings (Array<String>) —

    report groupings to include (blank entries ignored)

Returns:

  • (Result) —

    report data for the current and previous year



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# File 'app/services/report/conversion_report/conversion_report.rb', line 52

def self.opportunity_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)
  country = options[:country]
  report_groupings = options[:report_groupings].filter_map(&:presence)

  data_converison_per_rep_total = converison_per_rep_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_rep = converison_per_rep(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_rep_and_report_grouping = converison_per_rep_and_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_rep_and_product_line = converison_per_rep_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)

  data_converison_per_master_grouping = converison_per_master_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_report_grouping = converison_per_report_grouping(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_report_grouping_and_product_line = converison_per_report_grouping_and_product_line(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)

  data_converison_per_product_line_total = converison_per_product_line_total(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_product_line_group1 = converison_per_product_line_group1(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_product_line_group2 = converison_per_product_line_group2(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)
  data_converison_per_product_line_group3 = converison_per_product_line_group3(start_date, end_date, prev_start_date, prev_end_date, country, report_groupings)

  conversion_per_discount = conversion_per_discount(start_date, end_date, country, report_groupings)
  conversion_per_discount_report_grouping = conversion_per_discount_report_grouping(start_date, end_date, country, report_groupings)

  Result.new(success: true,
             cur_year: start_date.year,
             prev_year: prev_start_date.year,
             data_converison_per_rep_total: data_converison_per_rep_total,
             data_converison_per_rep: data_converison_per_rep,
             data_converison_per_rep_and_report_grouping: data_converison_per_rep_and_report_grouping,
             data_converison_per_rep_and_product_line: data_converison_per_rep_and_product_line,
             data_converison_per_master_grouping: data_converison_per_master_grouping,
             data_converison_per_report_grouping: data_converison_per_report_grouping,
             data_converison_per_report_grouping_and_product_line: data_converison_per_report_grouping_and_product_line,
             data_converison_per_product_line_total: data_converison_per_product_line_total,
             data_converison_per_product_line_group1: data_converison_per_product_line_group1,
             data_converison_per_product_line_group2: data_converison_per_product_line_group2,
             data_converison_per_product_line_group3: data_converison_per_product_line_group3,
             conversion_per_discount: conversion_per_discount,
             conversion_per_discount_report_grouping: conversion_per_discount_report_grouping)
end

.report_grouping_clause(column, values) ⇒ Object

connection.quote escapes every SQL grammar quirk (not just single quotes
like the old sub("'", "''") pattern) and returns the SQL literal form.

Parameters:

  • column (Object)
  • values (Object) 


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# File 'app/services/report/conversion_report/conversion_report.rb', line 38

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

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