Class: Report::SmartServices::SmartServices

Inherits:
Object
  • Object
show all
Defined in:
app/models/report/smart_services/smart_services.rb

Overview

Helper class scoped to Report::SmartServices.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.get_data_grouping(cur_start_date, cur_end_date, sales_rep_ids, type) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 393

def self.get_data_grouping(cur_start_date, cur_end_date, sales_rep_ids, type)
  sales_rep_sql = " and primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?
  detail_sql1 = type == 1 ? " report_grouping as detail, " : " product_line_name as detail,"
  detail_sql2 = type == 1 ? " report_grouping as detail, " : " (case when i.primary_product_line_id = 92 then 'SmartFit' when i.primary_product_line_id = 229 then 'SmartInstall' when i.primary_product_line_id = 230 then 'SmartGuide' when i.primary_product_line_id = 254 then 'SmartFix' else '' end) as detail,"

  sql = <<-SQL.squish
    select 
    detail,
    sum(quantity * discounted_price * consolidated_exchange_rate) as amount
    from (
        select 
        #{detail_sql1}
        quantity,discounted_price,consolidated_exchange_rate
        from view_smart_services_sales
        where gl_date between '#{cur_start_date}' and '#{cur_end_date}'
        #{sales_rep_sql}
        union all
        select 
        #{detail_sql2}
        quantity,discounted_price,consolidated_exchange_rate
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        inner join items i on li.item_id = i.id
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and gl_date between '#{cur_start_date}' and '#{cur_end_date}'
        #{sales_rep_sql}
    )a
    group by detail;
  SQL

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

.get_montly_sales(cur_start_date, cur_end_date, sales_rep_ids) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 428

def self.get_montly_sales(cur_start_date, cur_end_date, sales_rep_ids)
  sales_rep_sql = " and primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?

  sql = <<-SQL.squish
    with dates as (
        select month,min(date) as date,product_line_name
        from analytic_date_time_dimensions,(select 'SmartFit' as product_line_name union all select 'SmartInstall' union all select 'SmartGuide' union all select 'SmartFix')a
        where date between '#{cur_start_date}' and '#{cur_end_date}'
        group by month,product_line_name
    
    ), smart_service_sales_data as (
        select gl_date,month,report_grouping,product_line_id,product_line_name,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from view_smart_services_sales
        where gl_date between '#{cur_start_date}' and '#{cur_end_date}'
        #{sales_rep_sql}
        group by gl_date,month,report_grouping,product_line_id,product_line_name
        union all
        select gl_date,month,report_grouping,i.primary_product_line_id,
              (case when i.primary_product_line_id = 92 then 'SmartFit' when i.primary_product_line_id = 229 then 'SmartInstall' when i.primary_product_line_id = 230 then 'SmartGuide' when i.primary_product_line_id = 254 then 'SmartFix' else '' end),
              sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        inner join items i on li.item_id = i.id
        inner join analytic_date_time_dimensions dt on dt.date = gl_date
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and gl_date between '#{cur_start_date}' and '#{cur_end_date}'
        #{sales_rep_sql}
        group by gl_date,month,report_grouping,i.primary_product_line_id
    )
    select
    d.month,d.date,
    coalesce(sum(case when d.product_line_name = 'SmartFit' then amount else 0 end),0) as smart_fit,
    coalesce(sum(case when d.product_line_name = 'SmartFix' then amount else 0 end),0) as smart_fix,
    coalesce(sum(case when d.product_line_name = 'SmartGuide' then amount else 0 end),0) as smart_guide,
    coalesce(sum(case when d.product_line_name = 'SmartInstall' then amount else 0 end),0) as smart_install
    from dates d
    left join smart_service_sales_data ss on d.month = ss.month and d.product_line_name = ss.product_line_name
    group by d.month,d.date;
  SQL

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

.get_totals(data) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 341

def self.get_totals(data)
  ttlp_sf_qty = 0
  ttlp_sg_qty = 0
  ttlp_si_qty = 0
  ttlp_sx_qty = 0
  ttlp_qty = 0
  ttlp_sf_val = 0
  ttlp_sg_val = 0
  ttlp_si_val = 0
  ttlp_sx_val = 0
  ttlc_qty = 0
  ttlc_sf_qty = 0
  ttlc_sg_qty = 0
  ttlc_si_qty = 0
  ttlc_sx_qty = 0
  ttlp_val = 0
  ttlc_sf_val = 0
  ttlc_sg_val = 0
  ttlc_si_val = 0
  ttlc_sx_val = 0
  ttlc_val = 0
  data.each do |r|
    ttlp_sf_qty += r[:prev_sf_qty].to_i
    ttlc_sf_qty += r[:cur_sf_qty].to_i
    ttlp_sg_qty += r[:prev_sg_qty].to_i
    ttlc_sg_qty += r[:cur_sg_qty].to_i
    ttlp_si_qty += r[:prev_si_qty].to_i
    ttlc_si_qty += r[:cur_si_qty].to_i
    ttlp_sx_qty += r[:prev_sx_qty].to_i
    ttlc_sx_qty += r[:cur_sx_qty].to_i
    ttlp_qty += r[:prev_qty].to_i
    ttlc_qty += r[:cur_qty].to_i

    ttlp_sf_val += r[:prev_sf_val].to_f
    ttlc_sf_val += r[:cur_sf_val].to_f
    ttlp_sg_val += r[:prev_sg_val].to_f
    ttlc_sg_val += r[:cur_sg_val].to_f
    ttlp_si_val += r[:prev_si_val].to_f
    ttlc_si_val += r[:cur_si_val].to_f
    ttlp_sx_val += r[:prev_sx_val].to_f
    ttlc_sx_val += r[:cur_sx_val].to_f
    ttlp_val += r[:prev_val].to_f
    ttlc_val += r[:cur_val].to_f
  end
  { ttlp_sf_qty: ttlp_sf_qty, ttlp_sg_qty: ttlp_sg_qty, ttlp_si_qty: ttlp_si_qty, ttlp_sx_qty: ttlp_sx_qty,
             ttlp_sf_val: ttlp_sf_val, ttlp_sg_val: ttlp_sg_val, ttlp_si_val: ttlp_si_val, ttlp_sx_val: ttlp_sx_val,
             ttlp_qty: ttlp_qty, ttlp_val: ttlp_val,
             ttlc_sf_qty: ttlc_sf_qty, ttlc_sg_qty: ttlc_sg_qty, ttlc_si_qty: ttlc_si_qty, ttlc_sx_qty: ttlc_sx_qty,
             ttlc_sf_val: ttlc_sf_val, ttlc_sg_val: ttlc_sg_val, ttlc_si_val: ttlc_si_val, ttlc_sx_val: ttlc_sx_val,
             ttlc_qty: ttlc_qty, ttlc_val: ttlc_val }
end

.quick_view_by_product_line(cur_start_date, cur_end_date, prev_start_date, prev_end_date) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 106

def self.quick_view_by_product_line(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  sql = <<-SQL.squish
    with sales as (
        select
        product_line_name,
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then (quantity * consolidated_exchange_rate * discounted_price) else 0 end) as cur_sales,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then (quantity * consolidated_exchange_rate * discounted_price) else 0 end) as prev_sales
        from view_smart_services_sales vss
        inner join analytic_date_time_dimensions dt on vss.gl_date = dt.date
        where (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        group by product_line_name
        order by 1,2
    
    ), total as (
      select product_line_name,(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 product_line_name,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(cur_start_date, cur_end_date, prev_start_date, prev_end_date) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 88

def self.quick_view_customer_growth(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  sql = <<-SQL.squish
    select p.full_name,vss.customer_id,
    sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as cur_sales,
    sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as prev_sales,
    sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) - sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as sales_var,
    case when sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end) = 0 then 0
      else (sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end) / sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end) - 1) * 100 end as growth
    from view_smart_services_sales vss
    inner join parties p on vss.customer_id = p.id
    where (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
    group by p.full_name,vss.customer_id
    order by 5 desc;
  SQL

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

.quick_view_sales(cur_start_date, cur_end_date, prev_start_date, prev_end_date) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 53

def self.quick_view_sales(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  sql = <<-SQL.squish
    with sales as (
        select
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as cur_sales,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as prev_sales
        from view_smart_services_sales
        where (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        union all
        select
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as cur_sales,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then quantity * discounted_price * consolidated_exchange_rate else 0 end ) as prev_sales
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
    
    ), sales_data as (
        select sum(cur_sales) as cur_sales,sum(prev_sales) as prev_sales from sales
                                                                        
    ), 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_data
    )
    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

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

.result(options = {}) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 15

def self.result(options = {})
  cur_start_date = options[:period1_gteq]
  cur_end_date = options[:period1_lteq]
  prev_start_date = options[:period2_gteq]
  prev_end_date = options[:period2_lteq]
  # Coerce IDs through Integer() at entry — 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) }

  quick_view_sales = quick_view_sales(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  quick_view_customer_growth = quick_view_customer_growth(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  quick_view_by_product_line = quick_view_by_product_line(cur_start_date, cur_end_date, prev_start_date, prev_end_date)
  smart_services_data = smart_services_data(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  smart_services_data_breakdown = smart_services_data_breakdown(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  smart_services_data_by_rep = smart_services_data_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  smart_services_data_breakdown_by_rep = smart_services_data_breakdown_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  totals = get_totals(smart_services_data)
  totals_by_rep = get_totals(smart_services_data_by_rep)
  data_report_grouping = get_data_grouping(cur_start_date, cur_end_date, sales_rep_ids, 1)
  data_product_line = get_data_grouping(cur_start_date, cur_end_date, sales_rep_ids, 2)
  data_monthly_sales = get_montly_sales(cur_start_date, cur_end_date, sales_rep_ids)

  Result.new(success: true,
             quick_view_sales: quick_view_sales,
             quick_view_customer_growth: quick_view_customer_growth,
             quick_view_by_product_line: quick_view_by_product_line,
             smart_services_data: smart_services_data,
             smart_services_data_breakdown: smart_services_data_breakdown,
             smart_services_data_by_rep: smart_services_data_by_rep,
             smart_services_data_breakdown_by_rep: smart_services_data_breakdown_by_rep,
             totals: totals, totals_by_rep: totals_by_rep,
             data_report_grouping: data_report_grouping,
             data_product_line: data_product_line,
             data_monthly_sales: data_monthly_sales,
             start_date1: cur_start_date, end_date1: cur_end_date,
             start_date2: prev_start_date, end_date2: prev_end_date)
end

.smart_services_data(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 131

def self.smart_services_data(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  sales_rep_sql = " and primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?

  sql = <<-SQL.squish
    select rank () over ( order by report_grouping ) rg_rank,report_grouping,
        sum(case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sf_qty,
        sum(case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sf_val,
        sum(case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sg_qty,
        sum(case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sg_val,
        sum(case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_si_qty,
        sum(case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_si_val,
        sum(case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sx_qty,
        sum(case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sx_val,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_qty,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_val,
        sum(case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sf_qty,
        sum(case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sf_val,
        sum(case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sg_qty,
        sum(case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sg_val,
        sum(case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_si_qty,
        sum(case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_si_val,
        sum(case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sx_qty,
        sum(case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sx_val,
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_qty,
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_val
        from (
          select report_grouping,product_line_id,gl_date,count(distinct order_id) as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
          from view_smart_services_sales
          where (gl_date between '#{cur_start_date}' and '#{cur_end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
          #{sales_rep_sql}
          group by report_grouping,product_line_id,gl_date
          union all
          select report_grouping,254 as product_line_id,gl_date,count(distinct iv.id) as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
          from line_items li
          inner join invoices iv on li.resource_id = iv.id
          where resource_type = 'Invoice'
          and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
          and item_id is null
          and (gl_date between '#{cur_start_date}' and '#{cur_end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
          #{sales_rep_sql}
          group by report_grouping,gl_date
    )a
    group by report_grouping
    order by report_grouping;
  SQL

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

.smart_services_data_breakdown(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 180

def self.smart_services_data_breakdown(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  sales_rep_sql1 = " and vsss.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?
  sales_rep_sql2 = " and iv.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?

  sql = <<-SQL.squish
    select report_grouping,type,order_id,cust_ord,
        case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sf_qty,
        case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sf_val,
        case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sg_qty,
        case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sg_val,
        case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_si_qty,
        case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_si_val,
        case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sx_qty,
        case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sx_val,
        case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_qty,
        case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_val,
        case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sf_qty,
        case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sf_val,
        case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sg_qty,
        case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sg_val,
        case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_si_qty,
        case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_si_val,
        case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sx_qty,
        case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sx_val,
        case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_qty,
        case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_val
    from (
        select 'Order' as type,order_id,(c.full_name || ' - ' || o.reference_number) as cust_ord,vsss.report_grouping,product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from view_smart_services_sales vsss
        inner join orders o on order_id = o.id
        inner join parties c on o.customer_id = c.id
        where (gl_date between '#{cur_start_date}' and '#{cur_end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
        #{sales_rep_sql1}
        group by order_id,vsss.report_grouping,product_line_id,gl_date,o.reference_number,c.full_name
        union all
        select 'Invoice' as type,iv.id,(c.full_name || ' - ' || iv.reference_number) as cust_ord,iv.report_grouping,254 as product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        inner join parties c on iv.customer_id = c.id
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and (gl_date between '#{cur_start_date}' and '#{cur_end_date}' or gl_date between '#{prev_start_date}' and '#{prev_end_date}')
        #{sales_rep_sql2}
        group by iv.id,iv.report_grouping,gl_date,iv.reference_number,c.full_name
    )a
    order by report_grouping;
  SQL

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

.smart_services_data_breakdown_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 287

def self.smart_services_data_breakdown_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  sales_rep_sql1 = " and vsss.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?
  sales_rep_sql2 = " and iv.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?

  sql = <<-SQL.squish
    select primary_sales_rep_id,primary_sales_rep,type,order_id,cust_ord,
        case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sf_qty,
        case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sf_val,
        case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sg_qty,
        case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sg_val,
        case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_si_qty,
        case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_si_val,
        case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_sx_qty,
        case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_sx_val,
        case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end as prev_qty,
        case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end as prev_val,
        case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sf_qty,
        case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sf_val,
        case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sg_qty,
        case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sg_val,
        case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_si_qty,
        case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_si_val,
        case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_sx_qty,
        case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_sx_val,
        case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end as cur_qty,
        case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end as cur_val
    from (
        select 'Order' as type,order_id,(c.full_name || ' - ' || o.reference_number) as cust_ord,vsss.primary_sales_rep_id,sr.full_name as primary_sales_rep,product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from view_smart_services_sales vsss
        inner join orders o on order_id = o.id
        inner join parties c on o.customer_id = c.id
        inner join parties sr on vsss.primary_sales_rep_id = sr.id and sr.type = 'Employee'
        where (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        #{sales_rep_sql1}
        group by order_id,vsss.primary_sales_rep_id,sr.full_name,product_line_id,gl_date,o.reference_number,c.full_name
        union all
        select 'Invoice' as type,iv.id,(c.full_name || ' - ' || iv.reference_number) as cust_ord,iv.primary_sales_rep_id,sr.full_name as primary_sales_rep,254 as product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        inner join parties c on iv.customer_id = c.id
        inner join parties sr on iv.primary_sales_rep_id = sr.id and sr.type = 'Employee'
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        #{sales_rep_sql2}
        group by iv.id,iv.primary_sales_rep_id,sr.full_name,gl_date,iv.reference_number,c.full_name
    )a
    order by primary_sales_rep;
  SQL

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

.smart_services_data_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids) ⇒ Object 



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# File 'app/models/report/smart_services/smart_services.rb', line 232

def self.smart_services_data_by_rep(cur_start_date, cur_end_date, prev_start_date, prev_end_date, sales_rep_ids)
  sales_rep_sql1 = " and vsss.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?
  sales_rep_sql2 = " and iv.primary_sales_rep_id in (#{sales_rep_ids.map { |id| Integer(id) }.join(',')})" if sales_rep_ids.present?

  sql = <<-SQL.squish
    select rank () over ( order by primary_sales_rep_id ) rg_rank,primary_sales_rep_id,primary_sales_rep,
        sum(case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sf_qty,
        sum(case when product_line_id = 92 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sf_val,
        sum(case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sg_qty,
        sum(case when product_line_id = 230 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sg_val,
        sum(case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_si_qty,
        sum(case when product_line_id = 229 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_si_val,
        sum(case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_sx_qty,
        sum(case when product_line_id = 254 and gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_sx_val,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then num_orders else 0 end) as prev_qty,
        sum(case when gl_date between '#{prev_start_date}' and '#{prev_end_date}' then amount else 0 end) as prev_val,
        sum(case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sf_qty,
        sum(case when product_line_id = 92 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sf_val,
        sum(case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sg_qty,
        sum(case when product_line_id = 230 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sg_val,
        sum(case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_si_qty,
        sum(case when product_line_id = 229 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_si_val,
        sum(case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_sx_qty,
        sum(case when product_line_id = 254 and gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_sx_val,
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then num_orders else 0 end) as cur_qty,
        sum(case when gl_date between '#{cur_start_date}' and '#{cur_end_date}' then amount else 0 end) as cur_val
    from (
        select order_id,vsss.primary_sales_rep_id,sr.full_name as primary_sales_rep,product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from view_smart_services_sales vsss
        inner join orders o on order_id = o.id
        inner join parties c on o.customer_id = c.id
        inner join parties sr on vsss.primary_sales_rep_id = sr.id and sr.type = 'Employee'
        where (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        #{sales_rep_sql1}
        group by order_id,vsss.primary_sales_rep_id,sr.full_name,product_line_id,gl_date,o.reference_number,c.full_name
        union all
        select iv.id,iv.primary_sales_rep_id,sr.full_name as primary_sales_rep,254 as product_line_id,gl_date,1 as num_orders,sum(quantity * discounted_price * consolidated_exchange_rate) as amount
        from line_items li
        inner join invoices iv on li.resource_id = iv.id
        inner join parties c on iv.customer_id = c.id
        inner join parties sr on iv.primary_sales_rep_id = sr.id and sr.type = 'Employee'
        where resource_type = 'Invoice'
        and resource_id in (141050,144784,141449,141352,142340,142569,142611,147018,147273,149059,149517,148942,148941,144780,144779,145722,149372,146945,147086,147087,145777,146946,146947,146948,147019,147020,147090,147316,149045,149726,152553,153644,153645,153648)
        and item_id is null
        and (gl_date between '#{prev_start_date}' and '#{prev_end_date}' or gl_date between '#{cur_start_date}' and '#{cur_end_date}')
        #{sales_rep_sql2}
        group by iv.id,iv.primary_sales_rep_id,sr.full_name,gl_date,iv.reference_number,c.full_name
    )a
    group by primary_sales_rep_id,primary_sales_rep
    order by primary_sales_rep;
  SQL

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