Class: Report::SourcesReport::SourcesReport

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

Overview

Service object: sources report.

Defined Under Namespace

Classes: Result

Class Method Summary collapse

Class Method Details

.comparison_date_range(period, start_date, end_date) ⇒ Object

Comparison date range.

Parameters:

  • period (Object)
  • start_date (Date)
  • end_date (Date)

Returns:

  • (Object) 


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# File 'app/services/report/sources_report/sources_report.rb', line 213

def self.comparison_date_range(period, start_date, end_date)
  case period
  when 1
    comparison_start_date = start_date - (end_date - start_date) - 1.day
    comparison_end_date = start_date - 1.day
  when 2
    comparison_start_date = start_date - 1.year
    comparison_end_date = end_date - 1.year
  else
    comparison_start_date = nil
    comparison_end_date = nil
  end

  { comparison_start_date:, comparison_end_date: }
end

.date_range(period) ⇒ Object

Date range.

Parameters:

  • period (Object)

Returns:

  • (Object) 


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# File 'app/services/report/sources_report/sources_report.rb', line 177

def self.date_range(period)
  case period
  when 1
    start_date = Date.current.beginning_of_month
    end_date = Date.current
  when 2
    start_date = Date.current.beginning_of_quarter
    end_date = Date.current
  when 3
    start_date = Date.current.beginning_of_year
    end_date = Date.current
  when 4
    start_date = 1.month.ago.beginning_of_month
    end_date = 1.month.ago.end_of_month
  when 5
    start_date = Date.current.last_quarter.beginning_of_quarter
    end_date = Date.current.last_quarter.end_of_quarter
  when 6
    start_date = 2.months.ago.beginning_of_month
    end_date = Date.current.end_of_month
  when 7
    start_date = 11.months.ago.beginning_of_month
    end_date = Date.current.end_of_month
  else
    start_date = nil
    end_date = nil
  end

  { start_date:, end_date: }
end

.result_report(options = {}) ⇒ Result

Returns sources report data.

Parameters:

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

    report filter options

Options Hash (options):

  • baseline_period (Array<String>) —

    first element is the baseline period identifier

  • comparison_period (Array<String>) —

    first element is the comparison period identifier

  • period1_gteq (Date) —

    start of the reporting period

  • period1_lteq (Date) —

    end of the reporting period

  • source_id (String) —

    source to report on

Returns:

  • (Result) —

    sources report data



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# File 'app/services/report/sources_report/sources_report.rb', line 69

def self.result_report(options = {})
  success = false
  baseline_period = options[:baseline_period].present? ? options[:baseline_period].first.to_i : nil
  comparison_period = options[:comparison_period].present? ? options[:comparison_period].first.to_i : nil

  if baseline_period.present?
    dates = date_range(baseline_period)
    start_date = dates[:start_date]
    end_date = dates[:end_date]
  else
    start_date = options[:period1_gteq]
    end_date = options[:period1_lteq]
  end

  if comparison_period.present?
    comparison_dates = comparison_date_range(comparison_period, start_date.to_date, end_date.to_date)
    comparison_start_date = comparison_dates[:comparison_start_date]
    comparison_end_date = comparison_dates[:comparison_end_date]
  end

  if start_date.present? && end_date.present?
    source_id = options[:source_id].presence
    parent_source = Source.find(source_id) if source_id.present? || !source_id.nil?
    main_sources = source_id.present? ? Source.where.any_of({ id: source_id }, { parent_id: source_id }).select("name, full_name, id").order(:name) : Source.where(parent_id: source_id).select("name, full_name, id").order(:name)
    sources = {}
    # Populate our sources
    main_sources.each do |s|
      descendants_ids = source_id.present? && source_id == s.id ? [source_id] : s.self_and_descendants_ids
      # revenue = Invoice.joins(:customer).sales_orders.where("parties.source_id" => descendants_ids).where(gl_date: start_date..end_date).sum(:revenue_consolidated)
      revenue = Invoice.sales_orders.where(source_id: descendants_ids).where(gl_date: start_date..end_date).sum(:revenue_consolidated)
      re_desc_ids = Invoice.sales_orders.where(source_id: descendants_ids).where(gl_date: start_date..end_date).select(:source_id).distinct.map { |r| r[:source_id] }

      customers = Customer.non_guests.where(source_id: descendants_ids).where(created_at: start_date..end_date).count(:id)
      c_desc_ids = Customer.non_guests.where(source_id: descendants_ids).where(created_at: start_date..end_date).select(:source_id).distinct.map { |r| r[:source_id] }

      opportunities = Opportunity.where(source_id: descendants_ids).where(created_at: start_date..end_date).group(:state).count(:id)
      op_desc_ids = Opportunity.where(source_id: descendants_ids).where(created_at: start_date..end_date).select(:source_id).distinct.map { |r| r[:source_id] }
      opps_created = opportunities.sum { |_k, v| v } || 0
      opps_won = opportunities['won'] || 0
      opps_conversion_ratio = opps_created.positive? ? ((opps_won.to_f / opps_created) * 100).round(1) : 0

      rooms = RoomConfiguration.joins(:opportunity).where(opportunities: { source_id: descendants_ids }).where(room_configurations: { created_at: start_date..end_date }).count("room_configurations.id")
      orders = Order.so_only.invoiced.where(shipped_date: start_date..end_date).where(source_id: descendants_ids).count(:id)
      or_desc_ids = Order.so_only.invoiced.where(shipped_date: start_date..end_date).where(source_id: descendants_ids).select(:source_id).distinct.map { |r| r[:source_id] }

      if comparison_start_date.present? && comparison_end_date.present?
        comparison_revenue = Invoice.sales_orders.where(source_id: descendants_ids).where(gl_date: comparison_start_date..comparison_end_date).sum(:revenue_consolidated)
        comp_re_desc_ids = Invoice.sales_orders.where(source_id: descendants_ids).where(gl_date: comparison_start_date..comparison_end_date).select(:source_id).distinct.map { |r| r[:source_id] }

        comparison_customers = Customer.non_guests.where(source_id: descendants_ids).where(created_at: comparison_start_date..comparison_end_date).count(:id)
        comp_c_desc_ids = Customer.non_guests.where(source_id: descendants_ids).where(created_at: comparison_start_date..comparison_end_date).select(:source_id).distinct.map { |r| r[:source_id] }

        comparison_opportunities = Opportunity.where(source_id: descendants_ids).where(created_at: comparison_start_date..comparison_end_date).group(:state).count(:id)
        comp_op_desc_ids = Opportunity.where(source_id: descendants_ids).where(created_at: comparison_start_date..comparison_end_date).select(:source_id).distinct.map { |r| r[:source_id] }
        comp_opps_created = comparison_opportunities.sum { |_k, v| v } || 0
        comp_opps_won = comparison_opportunities['won'] || 0
        comp_opps_conversion_ratio = comp_opps_created.positive? ? ((comp_opps_won.to_f / comp_opps_created) * 100).round(1) : 0

        comparison_rooms = RoomConfiguration.joins(:opportunity).where(opportunities: { source_id: descendants_ids }).where(room_configurations: { created_at: comparison_start_date..comparison_end_date }).count("room_configurations.id")
        comparison_orders = Order.so_only.invoiced.where(shipped_date: comparison_start_date..comparison_end_date).where(source_id: descendants_ids).count(:id)
        comp_or_desc_ids = Order.so_only.invoiced.where(shipped_date: comparison_start_date..comparison_end_date).where(source_id: descendants_ids).select(:source_id).distinct.map { |r| r[:source_id] }
      end

      if comparison_start_date.present? && comparison_end_date.present?
        descendants_ids_with_data = (re_desc_ids + c_desc_ids + op_desc_ids + or_desc_ids + comp_re_desc_ids + comp_c_desc_ids + comp_op_desc_ids + comp_or_desc_ids).compact.uniq
        sources[s] = {
                revenue: revenue,
                comparison_revenue: comparison_revenue,
                customers: customers,
                comparison_customers: comparison_customers,
                opps_created: opps_created,
                comparison_opps_created: comp_opps_created,
                opps_won: opps_won,
                comparison_opps_won: comp_opps_won,
                opps_conversion_ratio: opps_conversion_ratio,
                comparison_opps_conversion_ratio: comp_opps_conversion_ratio,
                rooms: rooms,
                comparison_rooms: comparison_rooms,
                orders: orders,
                comparison_orders: comparison_orders,
                descendants_ids: descendants_ids_with_data
        }
      else
        descendants_ids_with_data = (re_desc_ids + c_desc_ids + op_desc_ids + or_desc_ids).compact.uniq
        if revenue.positive? || customers.positive? || opps_created.positive? || opps_won.positive? || opps_conversion_ratio.positive? || orders.positive? || rooms > 0
          sources[s] = {
                  revenue: revenue,
                  customers: customers,
                  opps_created: opps_created,
                  opps_won: opps_won,
                  opps_conversion_ratio: opps_conversion_ratio,
                  rooms: rooms,
                  orders: orders,
                  descendants_ids: descendants_ids_with_data
          }
        end
      end
      success = true
    end
  end

  Result.new(success: success, start_date: start_date, end_date: end_date, baseline_period: [baseline_period].compact, comparison_period: [comparison_period].compact, comparison_start_date: comparison_start_date,
comparison_end_date: comparison_end_date, parent_source: parent_source, sources: sources)
end