Class: Report::SalesRepRanking::SalesRepRanking

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

Overview

Service object: sales rep ranking.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.get_data(start_date, end_date, report_groupings, sales_rep_ids, company_id) ⇒ Object

Get data.

Parameters:

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

Returns:

  • (Object) 


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# File 'app/services/report/sales_rep_ranking/sales_rep_ranking.rb', line 74

def self.get_data(start_date, end_date, report_groupings, sales_rep_ids, company_id)
  report_groupings_sql = report_groupings.empty? ? "" : " and vsf.report_grouping in (#{report_groupings.map { |rg| "'#{rg.sub("'", "''")}'" }.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.zero? ? " " : " and vsf.company_id = #{company_id} "

  sql = <<-SQL.squish
    select primary_sr_id as sales_rep_id,full_name as sales_rep,month,
        (row_number() over (PARTITION BY month ORDER BY sum(quantity * consolidated_exchange_rate * discounted_price) desc))::int as ranking,
        (sum(quantity * consolidated_exchange_rate * discounted_price))::numeric as sales_value
    from view_sales_facts vsf
    inner join parties e on vsf.primary_sr_id = e.id and type = 'Employee' and inactive = false
    inner join analytic_date_time_dimensions dt on vsf.gl_date = dt.date
    where gl_date between '#{start_date}' and '#{end_date}'
    #{report_groupings_sql}
    #{sales_rep_ids_sql}
    #{company_id_sql}
    group by primary_sr_id,full_name,month
    union all
    select primary_sr_id as sales_rep_id,full_name as sales_rep,999 as month,
        (row_number() over (ORDER BY sum(quantity * consolidated_exchange_rate * discounted_price) desc))::int as ranking,
        (sum(quantity * consolidated_exchange_rate * discounted_price))::numeric as sales_value
    from view_sales_facts vsf
    inner join parties e on vsf.primary_sr_id = e.id and type = 'Employee' and inactive = false
    where gl_date between '#{start_date}' and '#{end_date}'
    #{report_groupings_sql}
    #{sales_rep_ids_sql}
    #{company_id_sql}
    group by primary_sr_id,full_name
  SQL

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

.total_report(options = {}) ⇒ Result

Returns sales rep ranking data.

Parameters:

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

    report filter options

Options Hash (options):

  • period1_gteq (Date) —

    start of the reporting period

  • period1_lteq (Date) —

    end of the reporting period

  • report_groupings (Array<String>) —

    report groupings to include (blank entries ignored)

  • primary_sales_rep_ids (Array<String>) —

    sales reps to include (blank entries ignored)

  • company_ids (Array<String>, String) —

    company country scope (blank means all)

Returns:

  • (Result) —

    sales rep ranking data



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# File 'app/services/report/sales_rep_ranking/sales_rep_ranking.rb', line 25

def self.total_report(options = {})
  start_date = options[:period1_gteq]
  end_date = options[:period1_lteq]
  end_date.beginning_of_month
  report_groupings = options[:report_groupings].filter_map(&:presence)
  sales_rep_ids = options[:primary_sales_rep_ids].filter_map(&:presence)
  company_id = if options[:company_ids].present?
                 Company.sales_companies.find_by(country_iso3: options[:company_ids])&.id || 0
               else
                 0
               end

  data = get_data(start_date, end_date, report_groupings, sales_rep_ids, company_id)
  months = []
  sales_reps = []
  data.map { |r| months << r[:month] if r[:month] <= 12 }
  months = months.uniq.sort
  data.map { |r| sales_reps << r if r[:month] == end_date.month }
  info = { r1: 0, m1: 0, r2: 0, m2: 0, r3: 0, m3: 0, r4: 0, m4: 0, r5: 0, m5: 0, r6: 0, m6: 0, r7: 0, m7: 0, r8: 0, m8: 0, r9: 0, m9: 0, r10: 0, m10: 0, r11: 0, m11: 0, r12: 0, m12: 0, rt: 0, t: 0 }
  sales_reps_info = sales_reps.map { |s| s.merge(info) }
  months.each do |m|
    sales_reps_info.each do |sr|
      data.each do |d|
        sr[:sales_rep_id] == d[:sales_rep_id] && d[:month] == m ? sr[:"r#{m}"] = d[:ranking].to_f : ''
        sr[:sales_rep_id] == d[:sales_rep_id] && d[:month] == m ? sr[:"m#{m}"] = d[:sales_value].to_f : ''
      end
    end
  end

  sales_reps_info.each do |sr|
    data.each do |d|
      sr[:sales_rep_id] == d[:sales_rep_id] && d[:month] == 999 ? sr[:rt] = d[:ranking].to_f : ''
      sr[:sales_rep_id] == d[:sales_rep_id] && d[:month] == 999 ? sr[:t] = d[:sales_value].to_f : ''
    end
  end

  Result.new(success: true,
             data: sales_reps_info,
             start_date: start_date,
             end_date: end_date)
end