Class: Report::GrossSalesReport::GrossSalesReport

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

Overview

Service object: gross sales report.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.data_comparison_year(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data comparison year.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • grouping (Object)
  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 390

def self.data_comparison_year(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? "" : " and primary_sr_id in (#{sales_rep_ids.map(&:to_i).join(',')})"
  company_id_sql = company_id ? " and vsf.company_id in (#{company_id.join(',')})" : ""
  selects = ''
  group_by = ''

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  case grouping
  when 'year'
    selects = " select 1 as ord_num, #{start_date.year} as date, "
    group_by = " group by to_char(gl_date,'YYYY')::int "
  when 'quarter'
    selects = " select dt.quarter as ord_num, case when dt.quarter = 1 then 'First' when dt.quarter = 2 then 'Second' when dt.quarter = 3 then 'Third' when dt.quarter = 4 then 'Fourth' else '' end as date, "
    group_by = " group by dt.quarter,to_char(gl_date,'YYYY')::int "
  when 'month'
    selects = " select dt.month as ord_num,case when dt.month = 1 then 'Jan' when dt.month = 2 then 'Feb' when dt.month = 3 then 'Mar' when dt.month = 4 then 'Apr' when dt.month = 5 then 'May' when dt.month = 6 then 'Jun' when dt.month = 7 then 'Jul' when dt.month = 8 then 'Aug' when dt.month = 9 then 'Sep' when dt.month = 10 then 'Oct' when dt.month = 11 then 'Nov' when dt.month = 12 then 'Dec' else '' end as date, "
    group_by = " group by dt.month,to_char(gl_date,'YYYY')::int "
  when 'week'
    selects = " select dt.week as ord_num, dt.week::text as date, "
    group_by = " group by dt.week,to_char(gl_date,'YYYY')::int "
  end

  sql = <<-SQL.squish
    select
    ord_num,
    date,
    sum(year2) as sales2,
    sum(year1) as sales1
    from (
        #{selects}
        case when to_char(gl_date,'YYYY')::int = #{start_date.years_ago(1).year}  then sum(#{revenue_sql}) else 0 end as year2,
        case when to_char(gl_date,'YYYY')::int = #{end_date.year} then sum(#{revenue_sql}) else 0 end as year1
        from view_sales_facts vsf
        inner join analytic_date_time_dimensions dt on vsf.gl_date = dt.date
        left join parties e on vsf.primary_sr_id = e.id
        where (gl_date between '#{start_date.years_ago(1)}' and '#{end_date.years_ago(1)}' or gl_date between '#{start_date}' and '#{end_date}')
        #{report_groupings_sql}
        #{sales_rep_ids_sql}
        #{company_id_sql}
        #{group_by}
    )a
    group by ord_num,date
    order by ord_num;
  SQL

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

.data_gen_info(start_date, end_date, _grouping, report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data gen info.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • _grouping (Object)
  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 331

def self.data_gen_info(start_date, end_date, _grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? '' : " and primary_sr_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})"
  if company_id
    company_id_sql = ""
  else
    (company_id_sql = company_id == 'CAN' ? " and company_id = 2 " : " and company_id = 1 ")
  end

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    with sales as (
        select
        max(to_char(gl_date,'YYYY')::int) as year,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} then (#{revenue_sql}) else 0 end) as c_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.years_ago(1).year} then (#{revenue_sql}) else 0 end) as p_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and company_id = 1 then (#{revenue_sql}) else 0 end) as c_usa_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.years_ago(1).year} and company_id = 1 then (#{revenue_sql}) else 0 end) as p_usa_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and company_id = 2 then (#{revenue_sql}) else 0 end) as c_can_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.years_ago(1).year} and company_id = 2 then (#{revenue_sql}) else 0 end) as p_can_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and company_id = 4 then (#{revenue_sql}) else 0 end) as c_nld_sales,
        sum(case when to_char(gl_date,'YYYY')::int = #{end_date.years_ago(1).year} and company_id = 4 then (#{revenue_sql}) else 0 end) as p_nld_sales
        from view_sales_facts
        where (gl_date between '#{start_date.years_ago(1)}' and '#{end_date.years_ago(1)}' or gl_date between '#{start_date}' and '#{end_date}')
        #{report_groupings_sql}
        #{sales_rep_ids_sql}
        #{company_id_sql}

    ), business_days as (
        select to_char(dt.date, 'YYYY')::int as year,count(distinct dt.date) as cal_bd,
        (count(distinct dt.date) - sum(case when hd.company_id = 1 then 1 else 0 end))::numeric as usa_bd,
        (count(distinct dt.date) - sum(case when hd.company_id = 2 then 1 else 0 end))::numeric as can_bd,
        (count(distinct dt.date) - sum(case when hd.company_id = 4 then 1 else 0 end))::numeric as nld_bd
        from analytic_date_time_dimensions dt
        left join company_holidays hd on dt.date = hd.holiday_date and hd.company_id <> 3
        where dt.date between '#{start_date}' and '#{end_date}'
        group by to_char(dt.date, 'YYYY')
    )
    select s.year,
          c_sales as all_sales,(c_sales - p_sales) as var_all_sales,case when p_sales = 0 then 0 else round((((c_sales - p_sales) / p_sales) * 100)::numeric,2) end as all_var_per,
          c_usa_sales as usa_sales,(c_usa_sales - p_usa_sales) as var_usa_sales,case when p_usa_sales = 0 then 0 else round((((c_usa_sales - p_usa_sales) / p_usa_sales) * 100)::numeric,2) end as usa_var_per,usa_bd,
          c_can_sales as can_sales,(c_can_sales - p_can_sales) as var_can_sales,case when p_can_sales = 0 then 0 else round((((c_can_sales - p_can_sales) / p_can_sales) * 100)::numeric,2) end as can_var_per,can_bd,
          c_nld_sales as nld_sales,(c_nld_sales - p_nld_sales) as var_nld_sales,case when p_nld_sales = 0 then 0 else round((((c_nld_sales - p_nld_sales) / p_nld_sales) * 100)::numeric,2) end as nld_var_per,nld_bd
    from sales s
    inner join business_days bd on s.year = bd.year
  SQL
  ActiveRecord::Base.lease_connection.execute(sql).to_a.map(&:symbolize_keys)
end

.data_gross_sales(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data gross sales.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • grouping (Object)
  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 499

def self.data_gross_sales(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? "" : " and primary_sr_id in (#{sales_rep_ids.map(&:to_i).join(',')})"
  company_id_sql = company_id ? " and vsf.company_id in (#{company_id.join(',')})" : ""
  selects = ''
  group_by = ''

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  case grouping
  when 'year'
    selects = " select 1 as ord_num, #{start_date.year} as date_1, "
    group_by = " group by vsf.company_id "
  when 'quarter'
    selects = " select dt.quarter as ord_num, case when dt.quarter = 1 then 'First' when dt.quarter = 2 then 'Second' when dt.quarter = 3 then 'Third' when dt.quarter = 4 then 'Fourth' else '' end as date_1, "
    group_by = " group by dt.quarter,vsf.company_id "
  when 'month'
    selects = " select dt.month as ord_num,case when dt.month = 1 then 'Jan' when dt.month = 2 then 'Feb' when dt.month = 3 then 'Mar' when dt.month = 4 then 'Apr' when dt.month = 5 then 'May' when dt.month = 6 then 'Jun' when dt.month = 7 then 'Jul' when dt.month = 8 then 'Aug' when dt.month = 9 then 'Sep' when dt.month = 10 then 'Oct' when dt.month = 11 then 'Nov' when dt.month = 12 then 'Dec' else '' end as date_1, "
    group_by = " group by dt.month,vsf.company_id "
  when 'week'
    selects = " select dt.week as ord_num, dt.week::text as date_1, "
    group_by = " group by dt.week,vsf.company_id "
  end

  sql = <<-SQL.squish
    select
    ord_num,
    date_1 as date,
    sum(sales_1) as all_sales,
    sum(sales_usa_1) as usa_sales,
    sum(sales_can_1) as can_sales,
    sum(sales_nld_1) as nld_sales
    from (
        #{selects}
        sum(#{revenue_sql}) as sales_1,
        case when vsf.company_id = 1  then sum(#{revenue_sql}) else 0 end as sales_usa_1,
        case when vsf.company_id = 2 then sum(#{revenue_sql}) else 0 end as sales_can_1,
        case when vsf.company_id = 4 then sum(#{revenue_sql}) else 0 end as sales_nld_1
        from view_sales_facts vsf
        inner join analytic_date_time_dimensions dt on vsf.gl_date = dt.date
        left join parties e on vsf.primary_sr_id = e.id
        where gl_date between '#{start_date}' and '#{end_date}'
        #{report_groupings_sql}
        #{sales_rep_ids_sql}
        #{company_id_sql}
        #{group_by}
    )a
    group by ord_num,date_1
    order by ord_num;
  SQL

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

.data_over_time(report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data over time.

Parameters:

  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 559

def self.data_over_time(report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? '' : " and primary_sr_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})"
  company_id_sql = company_id ? " and view_sales_facts.company_id in (#{company_id.join(',')})" : ""

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    select
    ((extract ('epoch' from gl_date)) * 1000) as date,
    sum(#{revenue_sql}) as all_sales
    from view_sales_facts
    where to_char(gl_date,'YYYY')::int >= 2012
    #{report_groupings_sql}
    #{sales_rep_ids_sql}
    #{company_id_sql}
    group by gl_date
    order by 1
  SQL

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

.data_qvc(native_currency) ⇒ Object

Data qvc.

Parameters:

  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 126

def self.data_qvc(native_currency)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL.squish
    select
      c.country_iso3 as detail,
      round((sum(#{revenue_sql}) /(select sum(#{revenue_sql}) 
      from view_sales_facts v1 
      where to_char(v1.gl_date,'YYYY')::int = to_char(current_date,'YYYY')::int) * 100)::numeric, 1) as sales
      from view_sales_facts v2
      inner join companies c on c.id = v2.company_id
      where to_char(v2.gl_date,'YYYY')::int = to_char(current_date,'YYYY')::int
      group by c.country_iso3
      union all
      select 'Total', round((sum(#{revenue_sql}) / 1000000)::numeric, 2) as sales
      from view_sales_facts
      where to_char(gl_date,'YYYY')::int = to_char(current_date,'YYYY')::int
      union all
      select 'Budget', round(coalesce((abs(sum(case when year = to_char(current_date,'YYYY')::int then consolidated_amount else 0 end) * -1) / 1000000),(abs(sum(case when year = (to_char(current_date,'YYYY')::int - 1) then consolidated_amount else 0 end) * -1) / 1000000))::numeric, 2) as sales
      from budgets
      where description = 'Product Sales'
      and year in (to_char(current_date,'YYYY')::int, (to_char(current_date,'YYYY')::int - 1));
  SQL

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

.data_qvs(native_currency) ⇒ Object

Data qvs.

Parameters:

  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 190

def self.data_qvs(native_currency)
  end_date = Date.yesterday
  start_date = end_date.beginning_of_year
  past_end_date = end_date.years_ago(1)
  past_start_date = start_date.years_ago(1)
  q_start_date = end_date.beginning_of_quarter
  q_past_start_date = q_start_date.years_ago(1)
  m_start_date = end_date.beginning_of_month
  m_past_start_date = m_start_date.years_ago(1)
  curr_year = end_date.year.to_i
  past_year = curr_year - 1
  w = end_date.cweek
  # Anchor the week window to the CURRENT week (end_date), not the year start —
  # start_date.beginning_of_week is the week containing Jan 1, which made the
  # "W - NN" row span the whole year (equal to the "Y - YYYY" row).
  w_start_date = end_date.beginning_of_week
  # Same week one year ago, ending on the equivalent day (past_end_date =
  # end_date.years_ago(1)); w_past_end_date also serves as "yesterday last year"
  # for the day-over-day (D) row's variance.
  w_past_end_date = past_end_date
  w_past_start_date = past_end_date.beginning_of_week

  if end_date.quarter_index == 1
    q = '1st'
  else
    (if end_date.quarter_index == 2
       q = '2nd'
     else
       (q = end_date.quarter_index == 3 ? '3rd' : '4th')
     end)
  end
  d = end_date.wday.zero? || end_date.wday == 1 ? 'Last Friday' : 'Yesterday'

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    select date_1 as dates,sum(sales_1) as sales,
    case when sum(sales_2) = 0 then 0 else round(((((sum(sales_1) - sum(sales_2)) / sum(sales_2))) * 100)::numeric, 2) end as var,
    sum(sales_usa_1) as sales_usa,
    case when sum(sales_usa_2) = 0 then 0 else round(((((sum(sales_usa_1) - sum(sales_usa_2)) / sum(sales_usa_2))) * 100)::numeric, 2) end as var_usa,
    sum(sales_can_1) as sales_can,
    case when sum(sales_can_2) = 0 then 0 else round(((((sum(sales_can_1) - sum(sales_can_2)) / sum(sales_can_2))) * 100)::numeric, 2) end as var_can,
    sum(sales_nld_1) as sales_nld,
    case when sum(sales_nld_2) = 0 then 0 else round(((((sum(sales_nld_1) - sum(sales_nld_2)) / sum(sales_nld_2))) * 100)::numeric, 2) end as var_nld
    from(
        select
        1 as ord_num,
        '#{d}' as date_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as  sales_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then 'Yesterday_last_year' else 'Yesterday_last_year' end as date_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as  sales_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_2
        from view_sales_facts
        where (gl_date = '#{w_past_end_date}' or gl_date = '#{end_date}')
        group by to_char(gl_date,'YYYY')::int,company_id
        union all
        select
        2 as order_c,
        'W - #{w}' as date_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as  sales_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then 'week_last_year' else 'week_last_year' end as date_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as  sales_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_2
        from view_sales_facts
        where (gl_date between '#{w_past_start_date}' and '#{w_past_end_date}' or gl_date between '#{w_start_date}' and '#{end_date}')
        group by to_char(gl_date,'YYYY')::int,company_id
        union all
        select
        3 as ord_num,
        'M - #{end_date.strftime('%b')}' as date_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as  sales_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then 'month_last_year' else 'month_last_year' end as date_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as  sales_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_2
        from view_sales_facts
        where (gl_date between '#{m_past_start_date}' and '#{past_end_date}' or gl_date between '#{m_start_date}' and '#{end_date}')
        group by to_char(gl_date,'YYYY')::int,company_id
        union all
        select
        4 as order_c,
        'Q - #{q}' as date_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as  sales_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then 'quarter_last_year' else 'quarter_last_year' end as date_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as  sales_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_2
        from view_sales_facts
        where (gl_date between '#{q_past_start_date}' and '#{past_end_date}' or gl_date between '#{q_start_date}' and '#{end_date}')
        group by to_char(gl_date,'YYYY')::int,company_id
        union all
        select
        5 as ord_num,
        'Y - #{curr_year}' as date_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as  sales_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_1,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then 'last_year' else 'last_year' end as date_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as  sales_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 1 then sum(#{revenue_sql}) else 0 end as  sales_usa_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 2 then sum(#{revenue_sql}) else 0 end as  sales_can_2,
        case when to_char(gl_date,'YYYY')::int = #{past_year} and company_id = 4 then sum(#{revenue_sql}) else 0 end as  sales_nld_2
        from view_sales_facts
        where (gl_date between '#{past_start_date}' and '#{past_end_date}' or gl_date between '#{start_date}' and '#{end_date}')
        group by to_char(gl_date,'YYYY')::int,company_id
    )
    group by date_1,ord_num
    order by ord_num;
  SQL

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

.data_qvt(native_currency) ⇒ Object

Data qvt.

Parameters:

  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 155

def self.data_qvt(native_currency)
  end_date = Date.current.days_ago(1)
  start_date = end_date.beginning_of_year
  curr_year = end_date.year.to_i
  past_year = curr_year - 1
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL.squish
    select
    sales_rep,
    sum(sales1) as sales,
    case when sum(sales2) = 0 then 0 else round((((sum(sales1) - sum(sales2)) / sum(sales2)) * 100)::numeric,1) end as var
    from(
        select
        case when full_name is null then 'Unassigned' else full_name end as sales_rep,
        case when to_char(gl_date,'YYYY')::int = #{curr_year} then sum(#{revenue_sql}) else 0 end as sales1,
        case when to_char(gl_date,'YYYY')::int = #{past_year} then sum(#{revenue_sql}) else 0 end as sales2
        from view_sales_facts vsf
        left join parties e on vsf.primary_sr_id = e.id
        where ((gl_date between '#{start_date.years_ago(1)}' and '#{end_date.years_ago(1)}') or (gl_date between '#{start_date}' and '#{end_date}'))
        and primary_sr_id not in (155,85,92)
        and vsf.report_grouping not in (#{Customer::ReportGrouping.etailer_groupings_sql_list})
        group by full_name,to_char(gl_date,'YYYY')::int
    )a
    where sales_rep <> 'Unassigned'
    group by sales_rep
    order by 2 desc
    limit 5;
  SQL

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

.data_sales_rep(start_date, end_date, report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data sales rep.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 590

def self.data_sales_rep(start_date, end_date, report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? " and primary_sr_id not in (85,155,92)" : " and primary_sr_id in (#{sales_rep_ids.map(&:to_i).join(',')})"
  company_id_sql = company_id ? " and vsf.company_id in (#{company_id.join(',')})" : ""

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    select
    e.full_name as sales_rep,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 1 then (#{revenue_sql}) else 0 end) as january,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 2 then (#{revenue_sql}) else 0 end) as february,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 3 then (#{revenue_sql}) else 0 end) as march,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 4 then (#{revenue_sql}) else 0 end) as april,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 5 then (#{revenue_sql}) else 0 end) as may,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 6 then (#{revenue_sql}) else 0 end) as june,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 7 then (#{revenue_sql}) else 0 end) as july,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 8 then (#{revenue_sql}) else 0 end) as august,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 9 then (#{revenue_sql}) else 0 end) as september,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 10 then (#{revenue_sql}) else 0 end) as october,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 11 then (#{revenue_sql}) else 0 end) as november,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} and to_char(gl_date,'MM')::int = 12 then (#{revenue_sql}) else 0 end) as december,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} then (#{revenue_sql}) else 0 end) as total_year,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year - 1} then (#{revenue_sql}) else 0 end) as last_year
    from view_sales_facts vsf
    inner join parties e on vsf.primary_sr_id = e.id and e.type = 'Employee' and inactive = false
    inner join employee_records er on vsf.primary_sr_id = er.party_id and er.department in ('Customer Service', 'Sales')
    where (gl_date between '#{start_date.years_ago(1)}' and '#{end_date.years_ago(1)}' or gl_date between '#{start_date}' and '#{end_date}')
    #{report_groupings_sql}
    #{sales_rep_ids_sql}
    #{company_id_sql}
    group by e.full_name
    order by 14 desc;
  SQL

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

.data_trend(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency) ⇒ Object

Data trend.

Parameters:

  • start_date (Date)
  • end_date (Date)
  • grouping (Object)
  • report_groupings (Object)
  • sales_rep_ids (Array<Integer>)
  • company_id (Integer)
  • native_currency (Object)

Returns:

  • (Object) 


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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 449

def self.data_trend(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  report_groupings_sql = report_groupings.empty? ? '' : " and vsf.report_grouping in (#{report_groupings.map { |rg| ActiveRecord::Base.lease_connection.quote(rg) }.join(',')})"
  sales_rep_ids_sql = sales_rep_ids.blank? ? "" : " and primary_sr_id in (#{sales_rep_ids.map(&:to_i).join(',')})"
  company_id_sql = company_id ? " and vsf.company_id in (#{company_id.join(',')})" : ""
  selects = ''
  group_by = ''

  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  case grouping
  when 'year'
    selects = " 1 as ord_num, max(dt.year) as date, "
    group_by = " order by 1"
  when 'quarter'
    selects = " dt.quarter as ord_num, case when dt.quarter = 1 then 'First' when dt.quarter = 2 then 'Second' when dt.quarter = 3 then 'Third' when dt.quarter = 4 then 'Fourth' else '' end as date, "
    group_by = " group by dt.quarter order by dt.quarter"
  when 'month'
    selects = " dt.month as ord_num,case when dt.month = 1 then 'Jan' when dt.month = 2 then 'Feb' when dt.month = 3 then 'Mar' when dt.month = 4 then 'Apr' when dt.month = 5 then 'May' when dt.month = 6 then 'Jun' when dt.month = 7 then 'Jul' when dt.month = 8 then 'Aug' when dt.month = 9 then 'Sep' when dt.month = 10 then 'Oct' when dt.month = 11 then 'Nov' when dt.month = 12 then 'Dec' else '' end as date, "
    group_by = " group by dt.month order by dt.month "
  when 'week'
    selects = " dt.week as ord_num, dt.week as date, "
    group_by = " group by dt.week order by dt.week "
  end

  sql = <<-SQL.squish
    select
    #{selects}
    sum(case when to_char(gl_date,'YYYY')::int = #{start_date.years_ago(1).year} then (#{revenue_sql}) else 0 end) as year1,
    sum(case when to_char(gl_date,'YYYY')::int = #{end_date.year} then (#{revenue_sql}) else 0 end) as year2
    from view_sales_facts vsf
    inner join analytic_date_time_dimensions dt on vsf.gl_date = dt.date
    where (gl_date between '#{start_date.years_ago(1)}' and '#{start_date.years_ago(1).end_of_year}' or gl_date between '#{start_date}' and '#{end_date}')
    #{report_groupings_sql}
    #{sales_rep_ids_sql}
    #{company_id_sql}
    #{group_by}
  SQL

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

.total_report(options = {}) ⇒ Result

Builds the gross sales report result.

Parameters:

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

    configurable options

Options Hash (options):

  • period1_gteq (Date) —

    start of the report period

  • period1_lteq (Date) —

    end of the report period

  • grouping (String) —

    period grouping ('year', 'quarter', 'month', 'week')

  • native_currency (Boolean) —

    use native currency instead of consolidated USD

  • report_groupings (Array<String>) —

    report groupings to include

  • primary_sales_rep_ids (Array<Integer>) —

    sales rep IDs to filter on

  • company_ids (Array<Integer>) —

    company IDs to filter on (all sales companies when blank)

Returns:

  • (Result) —

    the report result



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# File 'app/services/report/gross_sales_report/gross_sales_report.rb', line 49

def self.total_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  grouping = options[:grouping]
  native_currency = options[:native_currency]
  report_groupings = options[:report_groupings].filter_map(&:presence)
  # Coerce IDs through Integer() so any non-numeric input raises before
  # reaching SQL. Downstream interpolation sites assume an int array.
  sales_rep_ids = options[:primary_sales_rep_ids].filter_map(&:presence).map { |id| Integer(id) }
  company_id = options[:company_ids].blank? ? Company.sales_companies.pluck(:id) : options[:company_ids].filter_map(&:presence).map { |id| Integer(id) }
  ["", nil].include?(options[:company_ids]) ? '' : options[:company_ids]
  company = company_id.map { |id| Company.find(id).company_label[0, 3] }
  company_string = company.join
  currency = native_currency ? Company.find(options[:company_ids]).map(&:currency).first : "USD"
  currency_symbol = Money::Currency.new(currency).symbol
  ask_year = options[:period1_lteq].year.to_i
  past_year = options[:period1_lteq].year.to_i - 1
  analysis_periods = [6, 5, 4, 3, 2, 1, 0]

  qv_chart = data_qvc(native_currency) || []
  qv_top_5 = data_qvt(native_currency) || []
  qv_sales = data_qvs(native_currency) || []
  gs_gen_info = analysis_periods.map do |p|
    data_gen_info(start_date.years_ago(p), end_date.years_ago(p), grouping, report_groupings, sales_rep_ids, company_id, native_currency)[0]
  end
  gs_gen_info.compact!
  gs_comparison_year = data_comparison_year(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  gs_normal_behavior = data_trend(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  row_num = []
  gs_accumulated_behavior = []
  gs_normal_behavior.map { |r| row_num << r[:ord_num].to_i }
  row_num.each do |n|
    date = ''
    year1 = 0
    year2 = 0
    gs_normal_behavior.each do |r|
      date = r[:date] if r[:ord_num].to_i == n
      year1 += r[:year1].to_f if r[:ord_num].to_i <= n
      year2 += r[:year2].to_f if r[:ord_num].to_i <= n
    end
    gs_accumulated_behavior << { ord_num: n, date: date, year1: year1, year2: year2 }
  end
  gs_data_usa_can = data_gross_sales(start_date, end_date, grouping, report_groupings, sales_rep_ids, company_id, native_currency)
  gs_over_time = data_over_time(report_groupings, sales_rep_ids, company_id, native_currency)
  gs_data_sales_rep = data_sales_rep(start_date, end_date, report_groupings, sales_rep_ids, company_id, native_currency)
  if grouping == 'week'
    gs_period = end_date.cweek
  else
    (if grouping == 'month'
       gs_period = end_date.month
     else
       (gs_period = grouping == 'quarter' ? end_date.quarter_index : 1)
     end)
  end

  Result.new(success: true, qvc_data: qv_chart,
                            qvt_data: qv_top_5,
                            qvs_data: qv_sales,
                            data: gs_gen_info,
                            data_comparison: gs_comparison_year,
                            data_nb: gs_normal_behavior,
                            data_ab: gs_accumulated_behavior,
                            data_usa_can: gs_data_usa_can,
                            data_over_time: gs_over_time,
                            data_wh: gs_data_sales_rep,
                            year: ask_year, past_year: past_year,
                            grouping: grouping, period: gs_period,
                            company: company,
                            currency: currency,
                            currency_symbol: currency_symbol,
                            company_string: company_string,
                            native_currency: native_currency)
end