Class: Report::ItemSale::ItemSale

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

Overview

Service object: item sale.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, top, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns the top five SKUs for the requested product-line rank.

Parameters:

  • start_date (Date) —

    start of the current period

  • end_date (Date) —

    end of the current period

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • top (Integer) —

    product-line rank to return (1-4)

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    best-seller rows



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# File 'app/services/report/item_sale/item_sale.rb', line 1006

def self.best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, top, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    with sales_fact as (
        select trim(split_part(pl.lineage_expanded,'>',1)) as group1,sku,sum(#{revenue_sql}) as total
        from view_sales_facts vsf
        inner join items i on vsf.item_id = i.id
        left join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{start_date}' and '#{end_date}'
        and vsf.invoice_id not in (117052,117054,117065,117066,117375)
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        group by trim(split_part(pl.lineage_expanded,'>',1)),sku
        having sum(#{revenue_sql}) > 0

    ), top_result as (
        select cast(row_number() over (ORDER BY sum(total) desc) as int) as row_ord,group1,sum(total) as total
        from ( select * from sales_fact )a
        group by group1
        order by 3 desc
        limit 4

    )
    select sku as detail,cast(sum(total) as numeric) as total_amount
    from sales_fact
    where group1 = (select group1 from top_result where row_ord = #{top})
    group by sku
    order by 2 desc
    limit 5
  SQL

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

.customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns weekly customer sales for the customer table view.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    customer weekly rows



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# File 'app/services/report/item_sale/item_sale.rb', line 646

def self.customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  date_from = dates[:date_from].beginning_of_week - 7
  date_to = dates[:date_to].end_of_week - 2
  report_groupings_sql = string_in_clause('vsf.report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('vsf.customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('vsf.company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  selects = ''
  group_by = ''
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  if customer_ids.present?
    selects = ' full_name,vsf.customer_id,week,'
    group_by = ' group by full_name,vsf.customer_id,week_year,week '
  else
    selects = " 'All Customers' as full_name,9999999999 as customer_id,week,"
    group_by = ' group by week_year,week '
  end

  sql = <<-SQL
    with dates as (
        select *,(row_number() over (order by week_year,week)) as rank
        from (
            select distinct week_year,week,(week_year + week)::int as week_id
            from (
                select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                            when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
                from analytic_date_time_dimensions
            ) as dt
            where date between '#{date_from}' and '#{date_to}'
            order  by week_year,week desc limit 6
        )a

    ), sales_data as (
        select
        #{selects}
        (week_year + week)::int as week_id,
        sum(#{revenue_sql}) as cur_sales
        from view_sales_facts vsf
        inner join (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                        when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as dt on vsf.gl_date = dt.date
        inner join parties p on vsf.customer_id = p.id
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        --and vsf.customer_id in (2385944,2742665,5768174,5322434,10132752,2741053,4267467,19293788)
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        #{group_by}

    )
    select
    full_name,customer_id,
    sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) as week_1,
    case when sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 1) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_1,
    sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) as week_2,
    case when sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 2) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_2,
    sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) as week_3,
    case when sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 3) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_3,
    sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) as week_4,
    case when sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 4) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_4,
    sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) as week_5,
    case when sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) > 0 then 100
        when sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end) = 0 and sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) = 0 then 0
        else ((sum(case when (select week_id from dates where rank = 6) = week_id then cur_sales else 0 end) / sum(case when (select week_id from dates where rank = 5) = week_id then cur_sales else 0 end)) - 1) * 100 end as week_growth_5
    from sales_data
    group by full_name,customer_id;
  SQL

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

.data_column_char(data, dates) ⇒ Array<Array>

Pivots raw customer sales rows into detail-name/series pairs.

Parameters:

  • data (Array<Hash{Symbol => Object}>) —

    raw sales rows

  • dates (Array<Date>, Array<String>) —

    dates or weeks to include as columns

Returns:

  • (Array<Array>) —

    pivot rows of [detail_name, sales_array]



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# File 'app/services/report/item_sale/item_sale.rb', line 611

def self.data_column_char(data, dates)
  dates_list = []
  detail_name_list = []
  detail_list = []
  data.each do |r|
    dates_list << r[:date]
    detail_name_list << r[:detail_name]
  end
  dates_list = dates_list.uniq.compact
  detail_name_list = detail_name_list.uniq.compact
  detail_name_list.each do |c|
    sales = []
    dates.each do |d|
      amount = 0
      data.each do |r|
        amount = r[:cur_sales].to_f.round if c == r[:detail_name] && d == r[:date]
      end
      sales << amount
    end
    detail_list << [c, sales]
  end
  detail_list
end

.dates_list(dates, type) ⇒ Array<Hash{Symbol => Object}>

Returns daily or weekly date dimension rows for the given range.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • type (String) —

    'daily' or 'weekly'

Returns:

  • (Array<Hash{Symbol => Object}>) —

    matching date or week rows



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# File 'app/services/report/item_sale/item_sale.rb', line 209

def self.dates_list(dates, type)
  if type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
  else
    date_from = dates[:date_from]
    date_to = dates[:date_to]
  end

  sql = <<-SQL.squish
    select date,week,week_start_date
    from analytic_date_time_dimensions
    where date between '#{date_from}' and '#{date_to}'
    and weekend = 'Weekday'
    order by date
  SQL

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

.dates_to_check(start_date, end_date, compare_start_date, compare_end_date) ⇒ Hash{Symbol => Date}

Normalizes the current and comparison date ranges.

Parameters:

  • start_date (Date) —

    start of the current period

  • end_date (Date) —

    end of the current period

  • compare_start_date (Date) —

    start of the comparison period

  • compare_end_date (Date) —

    end of the comparison period

Returns:

  • (Hash{Symbol => Date}) —

    date range boundaries



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# File 'app/services/report/item_sale/item_sale.rb', line 195

def self.dates_to_check(start_date, end_date, compare_start_date, compare_end_date)
  date_from = start_date
  date_to = end_date
  date_from_prev = compare_start_date
  date_to_prev = compare_end_date

  { date_from:, date_to:, date_from_prev:, date_to_prev: }
end

.get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns daily or weekly sales grouped by customer.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • type (String) —

    'daily' or 'weekly'

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    customer sales rows



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# File 'app/services/report/item_sale/item_sale.rb', line 547

def self.get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency)
  report_groupings_sql = string_in_clause('vsf.report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('vsf.customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('vsf.company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  selects = ''
  group_by = ''
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  if customer_ids.present? && type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = ' full_name as detail_name,vsf.customer_id,gl_date as date,'
    group_by = ' group by full_name,vsf.customer_id,gl_date '
  elsif customer_ids.present? && type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = ' full_name as detail_name,vsf.customer_id,week_year,week as date,'
    group_by = ' group by full_name,vsf.customer_id,week_year,week '
  elsif customer_ids.blank? && type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = " 'All Customers' as detail_name,9999999999 as customer_id,gl_date as date,"
    group_by = ' group by gl_date '
  elsif customer_ids.blank? && type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = " 'All Customers' as detail_name,9999999999 as customer_id,week_year,week as date,"
    group_by = ' group by week_year,week '
  end

  sql = <<-SQL.squish
    select
    #{selects}
    sum(#{revenue_sql}) as cur_sales
    from (
        select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                    when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
        from analytic_date_time_dimensions
    ) as dt
    left join view_sales_facts vsf on vsf.gl_date = dt.date
    inner join parties p on vsf.customer_id = p.id
    inner join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    where gl_date between '#{date_from}' and '#{date_to}'
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    #{group_by}
    order by 3;
  SQL

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

.get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns daily or weekly sales by product line for chart rendering.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • type (String) —

    'daily' or 'weekly'

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    chart rows



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# File 'app/services/report/item_sale/item_sale.rb', line 358

def self.get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, type, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  selects = ''
  group_by = ''
  selects2 = ''
  if type == 'daily'
    date_from = dates[:date_from]
    date_to = dates[:date_to]
    selects = ' gl_date as date, '
    group_by = ' group by gl_date '
    selects2 = ' date as date '
  elsif type == 'weekly'
    date_from = dates[:date_from].beginning_of_week
    date_to = dates[:date_to].end_of_week - 2
    selects = ' week_year as year,week as date, '
    group_by = ' group by week,week_year '
    selects2 = " distinct case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year,week as date "
  end
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    with dates as (
        select
        #{selects2}
        from analytic_date_time_dimensions
        where date between '#{date_from}' and '#{date_to}'
        and weekend = 'Weekday'
        order by 1

    ), sales_data as (
        select
        #{selects}
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Floor Heating' then (#{revenue_sql}) else 0 end) as floorheating,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Snow Melting' then (#{revenue_sql}) else 0 end) as snowdeicing,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Towel Warmer' then (#{revenue_sql}) else 0 end) as towelwarmer,
        sum(case when trim(split_part(lineage_expanded,'>',1)) = 'Infrared Heating Panels' then (#{revenue_sql}) else 0 end) as infraredpanels,
        sum(case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Infrared Heating Panels') then (#{revenue_sql}) else 0 end) as otherproduct
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                        when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as dt
        left join view_sales_facts vsf on vsf.gl_date = dt.date
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        and trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        #{group_by}
        order by 1

    )
    select dates.date,coalesce(floorheating, 0) as floorheating,coalesce(snowdeicing, 0) as snowdeicing,coalesce(towelwarmer, 0) as towelwarmer,
    coalesce(infraredpanels, 0) as infraredpanels,coalesce(otherproduct, 0) as otherproduct
    from dates
    left join sales_data on dates.date = sales_data.date
  SQL

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

.get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns weekly sales by product line for the table view.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    product-line table rows



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# File 'app/services/report/item_sale/item_sale.rb', line 441

def self.get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  date_to = dates[:date_to].end_of_week - 2
  date_from = (date_to - 42).beginning_of_week
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    with pl_list as (
        select 1 as pl_id, 'Floor Heating' as pl_group
        union all
        select 2, 'Snow Melting'
        union all
        select 3, 'Towel Warmer'
        union all
        select 5, 'Infrared Heating Panels'
        union all
        select 8, 'Other Product'
    ),dates as (
        select group1,week,
          (row_number() over (partition by group1 order by group1,week_year,week)) as rank
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                      when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions,(
                select distinct case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Infrared Heating Panels') then 'Other Product' else trim(split_part(lineage_expanded,'>',1)) end as group1
                from product_lines
                where trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
            ) as grouping
            where date between '#{date_from}' and '#{date_to}'
        ) as  dt
        group by group1,week_year,week

    ), sales as (
        select
        case when trim(split_part(lineage_expanded,'>',1)) not in ('Floor Heating','Snow Melting','Towel Warmer','Infrared Heating Panels') then 'Other Product' else trim(split_part(lineage_expanded,'>',1)) end as group1,
        week,
        sum(#{revenue_sql}) as cur_sales
        from (
            select *,case when week = 53 and to_char(week_start_date, 'YYYY')::int < year then to_char(week_start_date, 'YYYY')::int
                          when week = 1 and extract(month from week_start_date) = 12 then to_char(week_start_date, 'YYYY')::int + 1 else to_char(week_start_date, 'YYYY')::int end as week_year
            from analytic_date_time_dimensions
        ) as  dt
        left join view_sales_facts vsf on vsf.gl_date = dt.date
        inner join addresses a on vsf.shipping_address_id = a.id
        inner join product_lines pl on vsf.primary_product_line_id = pl.id
        where gl_date between '#{date_from}' and '#{date_to}'
        and trim(split_part(lineage_expanded,'>',1)) <> 'Shipping'
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}
        group by trim(split_part(lineage_expanded,'>',1)),week_year,week

    )
    select
    pl.pl_id,
    d.group1,
    sum(case when d.rank = 3 then cur_sales else 0 end) as week_1,
    case when sum(case when d.rank = 2 then cur_sales else 0 end) = 0 and sum(case when d.rank = 3 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 2 then cur_sales else 0 end) = 0 and sum(case when d.rank = 3 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 3 then cur_sales else 0 end) / sum(case when d.rank = 2 then cur_sales else 0 end)) - 1) * 100 end as week_growth_1,
    sum(case when d.rank = 4 then cur_sales else 0 end) as week_2,
    case when sum(case when d.rank = 3 then cur_sales else 0 end) = 0 and sum(case when d.rank = 4 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 3 then cur_sales else 0 end) = 0 and sum(case when d.rank = 4 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 4 then cur_sales else 0 end) / sum(case when d.rank = 3 then cur_sales else 0 end)) - 1) * 100 end as week_growth_2,
    sum(case when d.rank = 5 then cur_sales else 0 end) as week_3,
    case when sum(case when d.rank = 4 then cur_sales else 0 end) = 0 and sum(case when d.rank = 5 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 4 then cur_sales else 0 end) = 0 and sum(case when d.rank = 5 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 5 then cur_sales else 0 end) / sum(case when d.rank = 4 then cur_sales else 0 end)) - 1) * 100 end as week_growth_3,
    sum(case when d.rank = 6 then cur_sales else 0 end) as week_4,
    case when sum(case when d.rank = 5 then cur_sales else 0 end) = 0 and sum(case when d.rank = 6 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 5 then cur_sales else 0 end) = 0 and sum(case when d.rank = 6 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 6 then cur_sales else 0 end) / sum(case when d.rank = 5 then cur_sales else 0 end)) - 1) * 100 end as week_growth_4,
    sum(case when d.rank = 7 then cur_sales else 0 end) as week_5,
    case when sum(case when d.rank = 6 then cur_sales else 0 end) = 0 and sum(case when d.rank = 7 then cur_sales else 0 end) > 0 then 100
      when sum(case when d.rank = 6 then cur_sales else 0 end) = 0 and sum(case when d.rank = 7 then cur_sales else 0 end) = 0 then 0
      else ((sum(case when d.rank = 7 then cur_sales else 0 end) / sum(case when d.rank = 6 then cur_sales else 0 end)) - 1) * 100 end as week_growth_5
    from pl_list pl
    left join dates d on pl.pl_group = d.group1
    left join sales s on d.group1 = s.group1 and d.week = s.week
    group by pl.pl_id,d.group1
    order by 1;
  SQL

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

.get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns sales summarized by report grouping.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    report grouping rows



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# File 'app/services/report/item_sale/item_sale.rb', line 827

def self.get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('vs.report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('vs.customer_id', customer_ids)
  item_ids_sql = int_in_clause('vs.item_id', item_ids)
  company_id_sql = int_in_clause('vs.company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL.squish
    select vs.report_grouping,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then vs.quantity else 0 end) as prev_qty,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as prev_amount,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then vs.quantity else 0 end) as curr_qty,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as curr_amount
    from view_sales_facts vs
    inner join product_lines pl on vs.primary_product_line_id = pl.id
    inner join addresses a on vs.shipping_address_id = a.id
    left join parties p on vs.primary_sr_id = p.id
    left join parties c on vs.customer_id = c.id
    left join view_returned_items vri on vs.order_id = vri.order_id and vs.item_id = vri.item_id and vs.line_item_id = vri.line_item_id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by vs.report_grouping
    order by 5 desc
  SQL

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

.get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns sales summarized by report grouping and customer.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    report grouping by customer rows



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# File 'app/services/report/item_sale/item_sale.rb', line 874

def self.get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('vs.report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('vs.customer_id', customer_ids)
  item_ids_sql = int_in_clause('vs.item_id', item_ids)
  company_id_sql = int_in_clause('vs.company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL.squish
    select vs.report_grouping,c.full_name,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then vs.quantity else 0 end) as prev_qty,
          sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as prev_amount,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then vs.quantity else 0 end) as curr_qty,
          sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (vs.quantity #{consolidated_production} * vs.discounted_price) else 0 end) as curr_amount
    from view_sales_facts vs
    inner join product_lines pl on vs.primary_product_line_id = pl.id
    inner join addresses a on vs.shipping_address_id = a.id
    left join parties p on vs.primary_sr_id = p.id
    left join parties c on vs.customer_id = c.id
    left join view_returned_items vri on vs.order_id = vri.order_id and vs.item_id = vri.item_id and vs.line_item_id = vri.line_item_id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by vs.report_grouping,c.full_name
    order by 1,6 desc
  SQL

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

.get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns sales grouped by product category for the category pie chart.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    category pie rows



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# File 'app/services/report/item_sale/item_sale.rb', line 962

def self.get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    select pc.name as detail,sum(#{revenue_sql}) as total_amount
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by pc.name
    having sum(#{revenue_sql}) > 0
    order by 2 desc
  SQL

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

.get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns sales grouped by top-level product line for the grouping pie chart.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    grouping pie rows



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# File 'app/services/report/item_sale/item_sale.rb', line 921

def self.get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'

  sql = <<-SQL.squish
    select trim(split_part(pl.lineage_expanded,'>',1)) as detail,sum(#{revenue_sql}) as total_amount
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by trim(split_part(pl.lineage_expanded,'>',1))
    having sum(#{revenue_sql}) > 0
    order by 2 desc
  SQL

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

.get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns state-level sales for the US/CA heatmap.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (String) —

    ISO 3166-1 alpha-3 country code for the company to map

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    heatmap rows



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# File 'app/services/report/item_sale/item_sale.rb', line 1063

def self.get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = " and company_id = #{Company.find { |c| c.country_iso3 == company_ids }.id} "
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  revenue_column = native_currency ? 'quantity * discounted_price' : 'quantity * consolidated_exchange_rate * discounted_price'
  native_currency_column_sql = " sum(#{revenue_column}) as total_amount "
  native_currency_sql = " having sum (#{revenue_column}) > 0 "

  sql = <<-SQL.squish

    select ((case when company_id = 1 then 'us-' when company_id = 2 then 'ca-' else 'nl-' end) || lower(vsf.state_code)) as detail,
    #{native_currency_column_sql}
    from view_sales_facts vsf
    left join addresses a on vsf.shipping_address_id = a.id
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    #{state_codes_sql}
    group by company_id,vsf.state_code
    #{native_currency_sql}
    order by 2 desc
  SQL

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

.get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns item-level sales and returns for the items table view.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    item sales rows



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# File 'app/services/report/item_sale/item_sale.rb', line 746

def self.get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = int_in_clause('company_id', company_ids)
  state_codes_sql = string_in_clause('a.state_code', state_codes)
  native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  consolidated_production = native_currency ? '* consolidated_exchange_rate' : nil

  sql = <<-SQL.squish
    WITH sales_fact as (
        select item_id,quantity,consolidated_exchange_rate,discounted_price,report_grouping,gl_date
        from view_sales_facts vsf
        inner join addresses a on vsf.shipping_address_id = a.id
        left join product_lines pl on vsf.primary_product_line_id = pl.id
        where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and vsf.invoice_id not in (117052,117054,117065,117066,117375)
        and vsf.item_id is not null
        #{report_groupings_sql}
        #{product_line_ids_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}

    ), returned_items as (
        select item_id,quantity,exchange_rate,discounted_price,report_grouping,rma_date
        from view_returned_items vri
        inner join addresses a on vri.shipping_address_id = a.id
        where (rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and vri.order_id not in (919564,919565,919591,919592,919593)
        and vri.item_id is not null
        #{report_groupings_sql}
        #{customer_ids_sql}
        #{item_ids_sql}
        #{company_id_sql}
        #{state_codes_sql}

    ), r_sales as (
        select i.id,sku,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then quantity else 0 end) as qty,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (quantity #{consolidated_production} * discounted_price) else 0 end) as sold_amount,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then quantity else 0 end) as previous_qty,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (quantity #{consolidated_production} * discounted_price) else 0 end) as previous_sold_amount
        from sales_fact sf
        inner join items i on sf.item_id = i.id
        group by i.id,sku

    ), r_returned as (
        select ri.item_id,
        sum(case when rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then quantity else 0 end) as r_qty,
        sum(case when rma_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (quantity * exchange_rate * discounted_price) else 0 end) as r_sold_amount,
        sum(case when rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then quantity else 0 end) as r_previous_qty,
        sum(case when rma_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (quantity * exchange_rate * discounted_price) else 0 end) as r_previous_sold_amount
        from returned_items ri
        group by ri.item_id

    )
    select id as sku_id,sku,qty,sold_amount,coalesce(r_qty,0) as returned_qty,coalesce(r_sold_amount,0) as returned_sold_amount,
        previous_qty,previous_sold_amount,coalesce(r_previous_qty,0) as previous_returned_qty,coalesce(r_previous_sold_amount,0) as previous_returned_sold_amount
    from r_sales rs
    left join r_returned rr on rs.id = rr.item_id
    where (sold_amount > 0 or previous_sold_amount > 0)
    order by sold_amount desc;
  SQL

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

.get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns country-level sales for the EU heatmap.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_line_ids (Array<Integer>) —

    product line IDs to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (String) —

    ISO 3166-1 alpha-3 country code for the company to map

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    heatmap rows



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# File 'app/services/report/item_sale/item_sale.rb', line 1108

def self.get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, native_currency)
  report_groupings_sql = string_in_clause('report_grouping', report_groupings)
  product_line_ids_sql = int_in_clause('pl.id', product_line_ids)
  customer_ids_sql = int_in_clause('customer_id', customer_ids)
  item_ids_sql = int_in_clause('item_id', item_ids)
  company_id_sql = " and company_id = #{Company.find { |c| c.country_iso3 == company_ids }.id} "
  revenue_column = native_currency ? 'quantity * discounted_price' : 'quantity * consolidated_exchange_rate * discounted_price'
  native_currency_column_sql = " sum(#{revenue_column}) as total_amount "
  native_currency_sql = " having sum (#{revenue_column}) > 0 "

  sql = <<-SQL.squish
    select sa.country_iso3 as detail, #{native_currency_column_sql}
    from view_sales_facts vsf
    inner join product_lines pl on vsf.primary_product_line_id = pl.id
    inner join product_categories pc on vsf.product_category_id = pc.id
    inner join addresses sa on vsf.shipping_address_id = sa.id
    where gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}'
    and vsf.invoice_id not in (117052,117054,117065,117066,117375)
    #{report_groupings_sql}
    #{product_line_ids_sql}
    #{customer_ids_sql}
    #{item_ids_sql}
    #{company_id_sql}
    group by sa.country_iso3
    #{native_currency_sql}
    order by 2 desc
  SQL

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

.int_in_clause(column, values) ⇒ String

Builds a safe SQL IN clause for integer columns.

Parameters:

  • column (String) —

    column name to filter

  • values (Array<String>, Array<Integer>, nil) —

    values to include

Returns:

  • (String) —

    SQL fragment, or an empty string when values are blank



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# File 'app/services/report/item_sale/item_sale.rb', line 59

def self.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

.quick_view_by_product_line(dates, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns product-line current and prior sales for the quick-view cards.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    product-line growth rows



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# File 'app/services/report/item_sale/item_sale.rb', line 315

def self.quick_view_by_product_line(dates, native_currency)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL.squish
    with sales as (
        select trim(split_part(pl.lineage_expanded,'>',1)) as group1,
        case when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Floor Heating' then 'Floor Heating' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end)
          when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Snow Melting' then 'Snow Melting' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end)
          when (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) in ('Control','Accessory','N/A') and trim(split_part(pl.lineage_expanded,'>',1)) = 'Towel Warmer' then 'Towel Warmer' || ' ' || (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) else (case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end) end as group2,
        sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then (#{revenue_sql}) else 0 end) as cur_sales,
        sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then (#{revenue_sql}) else 0 end) as prev_sales
        from view_sales_facts sf
        inner join analytic_date_time_dimensions dt on sf.gl_date = dt.date
        inner join product_lines pl on sf.primary_product_line_id = pl.id
        where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
        and trim(split_part(pl.lineage_expanded,'>',1)) in ('Floor Heating','Snow Melting','Towel Warmer')
        and sf.item_id is not null
        group by trim(split_part(pl.lineage_expanded,'>',1)),case when trim(split_part(pl.lineage_expanded,'>',2)) = '' then 'N/A' else trim(split_part(pl.lineage_expanded,'>',2)) end
        order by 1,2

    ), total as (
        select group2,(cur_sales / 1000) as cur_sales,(prev_sales / 1000) as prev_sales,((cur_sales - prev_sales) / 1000) as sales_var,
              case when prev_sales = 0 then 0 else ((cur_sales / prev_sales) - 1) * 100 end as growth
        from sales
    )
    select group2,cur_sales,prev_sales,sales_var,growth
    from total;
  SQL

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

.quick_view_customer_growth(dates, native_currency) ⇒ Array<Hash{Symbol => Object}>

Returns customer-level current and prior sales for the quick-view cards.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • native_currency (Boolean) —

    report in each company's native currency

Returns:

  • (Array<Hash{Symbol => Object}>) —

    customer growth rows



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# File 'app/services/report/item_sale/item_sale.rb', line 289

def self.quick_view_customer_growth(dates, native_currency)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  sql = <<-SQL.squish
    select p.full_name,vsf.customer_id,
    sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) as cur_sales,
    sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as prev_sales,
    sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) - sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as sales_var,
    case when sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end) = 0 then 0
         else (sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end) / sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end) - 1) * 100 end as growth
    from view_sales_facts vsf
    inner join parties p on vsf.customer_id = p.id
    where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
    and vsf.item_id is not null
    group by p.full_name,vsf.customer_id
    having sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) > 0 and sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) > 0
    order by 5 desc;
  SQL

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

.quick_view_sales(dates, native_currency, currency, company_ids) ⇒ Array<Hash{Symbol => Object}>

Returns current and prior period sales totals for the quick-view cards.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

  • native_currency (Boolean) —

    report in each company's native currency

  • currency (String) —

    currency code to label the result

  • company_ids (Array<Integer>) —

    companies to include

Returns:

  • (Array<Hash{Symbol => Object}>) —

    sales summary rows



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# File 'app/services/report/item_sale/item_sale.rb', line 257

def self.quick_view_sales(dates, native_currency, currency, company_ids)
  revenue_sql = native_currency ? 'revenue_total' : 'revenue_total_consolidated'
  company_id_sql = int_in_clause('company_id', company_ids)

  sql = <<-SQL.squish
  with sales as (
      select
      sum(case when gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}' then #{revenue_sql} else 0 end ) as cur_sales,
      sum(case when gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' then #{revenue_sql} else 0 end ) as prev_sales
      from view_sales_facts
      where (gl_date between '#{dates[:date_from_prev]}' and '#{dates[:date_to_prev]}' or gl_date between '#{dates[:date_from]}' and '#{dates[:date_to]}')
      and item_id is not null
      #{company_id_sql}
  ), total as (
      select cur_sales,prev_sales,
      (cur_sales - prev_sales) as sales_var,
      (case when prev_sales = 0 then 0 else ((cur_sales / prev_sales) - 1) * 100 end ) as growth
      from sales
  )
  select coalesce(cur_sales,0) as cur_sales,coalesce(prev_sales,0) as prev_sales,coalesce(sales_var,0) as sales_var,coalesce(growth,0) as growth
  from total;
  SQL

  results = ActiveRecord::Base.lease_connection.execute(sql).to_a.map(&:symbolize_keys)
  [results[0].merge!(currency:)]
end

.string_in_clause(column, values) ⇒ String

Builds a safe SQL IN clause for string columns.

Parameters:

  • column (String) —

    column name to filter

  • values (Array<String>, nil) —

    values to include

Returns:

  • (String) —

    SQL fragment, or an empty string when values are blank



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# File 'app/services/report/item_sale/item_sale.rb', line 73

def self.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

.total_report(options = {}) ⇒ Result

Builds the full item sale report result for the given filters.

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

  • period2_gteq (Date) —

    start of the comparison period

  • period2_lteq (Date) —

    end of the comparison period

  • report_groupings (Array<String>) —

    report grouping names to filter by

  • product_lines (Array<String>) —

    top-level product line names to filter by

  • customer_ids (Array<Integer>) —

    customer IDs to filter by

  • item_ids (Array<Integer>) —

    item IDs to filter by

  • company_ids (Array<Integer>) —

    company IDs to filter by (defaults to all sales companies)

  • state_codes (Array<String>) —

    state codes to filter by

  • native_currency (Boolean) —

    whether to report in each company's native currency

Returns:

  • (Result) —

    the assembled report data



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# File 'app/services/report/item_sale/item_sale.rb', line 94

def self.total_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  compare_start_date = options[:period2_gteq]
  compare_end_date = options[:period2_lteq]
  report_groupings = options[:report_groupings].filter_map(&:presence)
  product_lines = options[:product_lines].filter_map(&:presence)
  product_line_ids = []
  if product_lines.present?
    all_product_lines = ProductLine.all.to_a
    product_lines.each do |product_line|
      all_product_lines.each { |pl| product_line_ids << pl.id if pl.lineage_expanded&.split('>')&.first&.strip == product_line }
    end
  end
  customer_ids = options[:customer_ids].filter_map(&:presence)
  item_ids = options[:item_ids].filter_map(&:presence)
  native_currency = options[:native_currency]
  company_ids = options[:company_ids].blank? ? Company.sales_companies.pluck(:id) : options[:company_ids].map(&:presence)
  company = company_ids.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
  state_codes = options[:state_codes].filter_map(&:presence)
  dates = dates_to_check(start_date, end_date, compare_start_date, compare_end_date)
  dates_by_day = dates_list(dates, 'daily')
  dates_by_week = dates_list(dates, 'weekly')
  days = []
  weeks = []
  dates_by_day.map { |r| days << r[:date] }
  dates_by_week.map { |r| weeks << r[:week] }
  weeks = weeks.uniq
  week_dates = week_dates(dates)
  quick_view_sales = quick_view_sales(dates, native_currency, currency, company_ids)
  quick_view_customer_growth = quick_view_customer_growth(dates, native_currency)
  quick_view_by_product_line = quick_view_by_product_line(dates, native_currency)
  data_product_line_daily_chart = get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'daily', native_currency)
  data_product_line_weekly_chart = get_data_by_product_line_chart(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'weekly', native_currency)
  data_product_line = get_data_by_product_line_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_customer_daily = get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'daily', native_currency)
  data_customer_weekly = get_data_by_customer(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 'weekly', native_currency)
  customer_daily = data_column_char(data_customer_daily, days)
  customer_weekly = data_column_char(data_customer_weekly, weeks)
  customer_data_table = customer_data_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_by_report_grouping = get_data_by_report_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_by_report_grouping_bd = get_data_by_report_grouping_bd(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)

  data_items_table = get_data_items_table(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_grouping_pie = get_data_grouping(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_category_pie = get_data_category(dates, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, native_currency)
  data_hm_us = get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'USA', state_codes, native_currency)
  data_hm_ca = get_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'CAN', state_codes, native_currency)
  data_hm_nl = get_eu_data_heatmap(dates, report_groupings, product_line_ids, customer_ids, item_ids, 'NLD', native_currency)

  data_top_1 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 1, native_currency)
  data_top_2 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 2, native_currency)
  data_top_3 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 3, native_currency)
  data_top_4 = best_seller_by_product_line(start_date, end_date, report_groupings, product_line_ids, customer_ids, item_ids, company_ids, state_codes, 4, native_currency)

  Result.new(success: true,
             week_dates:,
             quick_view_sales:,
             quick_view_customer_growth:,
             quick_view_by_product_line:,
             data_product_line_daily_chart:,
             data_product_line_weekly_chart:,
             data_product_line:,
             dates_list: days,
             weeks_list: weeks,
             customer_daily:,
             customer_weekly:,
             customer_data_table:,
             data_by_report_grouping:,
             data_by_report_grouping_bd:,
             data_table: data_items_table,
             data_grouping_pie:,
             data_category_pie:,
             data_us_hm: data_hm_us,
             data_ca_hm: data_hm_ca,
             data_nl_hm: data_hm_nl,
             data_top_1:,
             data_top_2:,
             data_top_3:,
             data_top_4:,
             date_from: dates[:date_from],
             date_to: dates[:date_to],
             date_from_prev: dates[:date_from_prev],
             date_to_prev: dates[:date_to_prev],
             company_string:,
             native_currency:,
             currency:,
             company:,
             currency_symbol:)
end

.week_dates(dates) ⇒ Array<Hash{Symbol => Object}>

Returns the last five week labels for the given date range.

Parameters:

  • dates (Hash{Symbol => Date}) —

    date range boundaries

Returns:

  • (Array<Hash{Symbol => Object}>) —

    week label rows



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# File 'app/services/report/item_sale/item_sale.rb', line 233

def self.week_dates(dates)
  # Align date range with get_data_by_product_line_table to ensure week labels match table data
  # Uses 42 days (7 weeks) and skips the first 2 weeks (baseline + buffer) to return 5 weeks for display
  date_to = dates[:date_to].end_of_week - 2
  date_from = (date_to - 42).beginning_of_week

  sql = <<-SQL.squish
    SELECT DISTINCT ON (week_start_date) year, week, week_start_date
    FROM analytic_date_time_dimensions
    WHERE date BETWEEN '#{date_from}' AND '#{date_to}'
    ORDER BY week_start_date, year DESC
    OFFSET 2 LIMIT 5;
  SQL

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