579 lines
22 KiB
Ruby
579 lines
22 KiB
Ruby
|
require 'qexpr'
|
||
|
require 'psql'
|
||
|
require 'email'
|
||
|
require 'format/currency'
|
||
|
require 'format/csv'
|
||
|
|
||
|
module QuerySupporters
|
||
|
|
||
|
# Query supporters and their donations and gift levels for a campaign
|
||
|
def self.campaign_list_expr(np_id, campaign_id, query)
|
||
|
expr = Qexpr.new.from('supporters')
|
||
|
.left_outer_join('donations', 'donations.supporter_id=supporters.id')
|
||
|
.left_outer_join('campaign_gifts', 'donations.id=campaign_gifts.donation_id')
|
||
|
.left_outer_join('campaign_gift_options', 'campaign_gifts.campaign_gift_option_id=campaign_gift_options.id')
|
||
|
.where("supporters.nonprofit_id=$id", id: np_id)
|
||
|
.where("donations.campaign_id=$id", id: campaign_id)
|
||
|
.group_by('supporters.id')
|
||
|
.order_by('MAX(donations.date) DESC')
|
||
|
|
||
|
if query[:search].present?
|
||
|
expr = expr.where(%Q(
|
||
|
supporters.name ILIKE $search
|
||
|
OR supporters.email ILIKE $search
|
||
|
OR campaign_gift_options.name ILIKE $search
|
||
|
), search: '%' + query[:search] + '%')
|
||
|
end
|
||
|
return expr
|
||
|
end
|
||
|
|
||
|
|
||
|
# Used in the campaign donor listing
|
||
|
def self.campaign_list(np_id, campaign_id, query)
|
||
|
limit = 50
|
||
|
offset = Qexpr.page_offset(limit, query[:page])
|
||
|
|
||
|
data = Psql.execute(
|
||
|
campaign_list_expr(np_id, campaign_id, query).select(
|
||
|
'supporters.id',
|
||
|
'supporters.name',
|
||
|
'supporters.email',
|
||
|
'SUM(donations.amount) AS total_raised',
|
||
|
'ARRAY_AGG(DISTINCT campaign_gift_options.name) AS campaign_gift_names',
|
||
|
'DATE(MAX(donations.created_at)) AS latest_gift',
|
||
|
).limit(limit).offset(offset)
|
||
|
)
|
||
|
|
||
|
total_count = Psql.execute(
|
||
|
Qexpr.new.select("COUNT(s)")
|
||
|
.from(campaign_list_expr(np_id, campaign_id, query).remove(:order_by).select('supporters.id').as('s').parse)
|
||
|
).first['count']
|
||
|
|
||
|
return {
|
||
|
data: data,
|
||
|
total_count: total_count,
|
||
|
remaining: Qexpr.remaining_count(total_count, limit, query[:page])
|
||
|
}
|
||
|
end
|
||
|
|
||
|
def self.full_search_metrics(np_id, query)
|
||
|
total_count = full_filter_expr(np_id, query)
|
||
|
.select("COUNT(supporters)")
|
||
|
.remove_clause(:order_by)
|
||
|
.execute.first['count']
|
||
|
|
||
|
return {
|
||
|
total_count: total_count,
|
||
|
remaining_count: Qexpr.remaining_count(total_count, 30, query[:page])
|
||
|
}
|
||
|
end
|
||
|
|
||
|
# Full supporter search mainly for /nonprofits/id/supporters dashboard
|
||
|
def self.full_search(np_id, query)
|
||
|
select = [
|
||
|
'supporters.name',
|
||
|
'supporters.email',
|
||
|
'supporters.is_unsubscribed_from_emails',
|
||
|
'supporters.id AS id',
|
||
|
'tags.names AS tags',
|
||
|
"to_char(payments.max_date, 'MM/DD/YY') AS last_contribution",
|
||
|
'payments.sum AS total_raised'
|
||
|
]
|
||
|
if query[:select]
|
||
|
select += query[:select].split(',')
|
||
|
end
|
||
|
|
||
|
supps = full_filter_expr(np_id, query)
|
||
|
.select(*select)
|
||
|
.paginate(query[:page].to_i, 30)
|
||
|
.execute
|
||
|
|
||
|
return { data: supps }
|
||
|
end
|
||
|
|
||
|
|
||
|
|
||
|
def self._full_search(np_id, query)
|
||
|
select = [
|
||
|
'supporters.name',
|
||
|
'supporters.email',
|
||
|
'supporters.is_unsubscribed_from_emails',
|
||
|
'supporters.id AS id',
|
||
|
'tags.names AS tags',
|
||
|
"to_char(payments.max_date, 'MM/DD/YY') AS last_contribution",
|
||
|
'payments.sum AS total_raised'
|
||
|
]
|
||
|
if query[:select]
|
||
|
select += query[:select].split(',')
|
||
|
end
|
||
|
|
||
|
supps = full_filter_expr(np_id, query)
|
||
|
.select(*select)
|
||
|
.paginate(query[:page].to_i, query[:page_length].to_i)
|
||
|
.execute
|
||
|
|
||
|
return { data: supps }
|
||
|
end
|
||
|
|
||
|
# Given a list of supporters, you may want to remove duplicates from those supporters.
|
||
|
# @param [Enumerable[Supporter]] supporters
|
||
|
def self._remove_dupes_on_a_list_of_supporters(supporters, np_id)
|
||
|
|
||
|
new_supporters =supporters.clone.to_a
|
||
|
|
||
|
QuerySupporters.dupes_on_name_and_email(np_id).each{|duplicates|
|
||
|
matched_in_group = false
|
||
|
duplicates.each{|i|
|
||
|
supporter = new_supporters.find{|s| s.id == i}
|
||
|
if (supporter)
|
||
|
if (matched_in_group)
|
||
|
new_supporters.delete(supporter)
|
||
|
else
|
||
|
matched_in_group = true
|
||
|
end
|
||
|
end
|
||
|
}
|
||
|
|
||
|
}
|
||
|
|
||
|
return new_supporters
|
||
|
end
|
||
|
|
||
|
|
||
|
# Perform all filters and search for /nonprofits/id/supporters dashboard and export
|
||
|
def self.full_filter_expr(np_id, query)
|
||
|
payments_subquery = Qx.select("supporter_id", "SUM(gross_amount)", "MAX(date) AS max_date", "MIN(date) AS min_date", "COUNT(*) AS count")
|
||
|
.from(:payments)
|
||
|
.group_by(:supporter_id)
|
||
|
.as(:payments)
|
||
|
|
||
|
tags_subquery = Qx.select("tag_joins.supporter_id", "ARRAY_AGG(tag_masters.id) AS ids", "ARRAY_AGG(tag_masters.name::text) AS names")
|
||
|
.from(:tag_joins)
|
||
|
.join(:tag_masters, "tag_masters.id=tag_joins.tag_master_id")
|
||
|
.where("tag_masters.deleted IS NULL")
|
||
|
.group_by("tag_joins.supporter_id")
|
||
|
.as(:tags)
|
||
|
|
||
|
expr = Qx.select('supporters.id').from(:supporters)
|
||
|
.where(
|
||
|
["supporters.nonprofit_id=$id", id: np_id.to_i],
|
||
|
["supporters.deleted != true"]
|
||
|
)
|
||
|
.left_join(
|
||
|
[tags_subquery, "tags.supporter_id=supporters.id"],
|
||
|
[payments_subquery, "payments.supporter_id=supporters.id"]
|
||
|
)
|
||
|
.order_by('payments.max_date DESC NULLS LAST')
|
||
|
|
||
|
if query[:last_payment_after].present?
|
||
|
expr = expr.and_where("payments.max_date > $d", d: Chronic.parse(query[:last_payment_after]))
|
||
|
end
|
||
|
if query[:last_payment_before].present?
|
||
|
expr = expr.and_where("payments.max_date < $d", d: Chronic.parse(query[:last_payment_before]))
|
||
|
end
|
||
|
if query[:first_payment_after].present?
|
||
|
expr = expr.and_where("payments.min_date > $d", d: Chronic.parse(query[:first_payment_after]))
|
||
|
end
|
||
|
if query[:first_payment_before].present?
|
||
|
expr = expr.and_where("payments.min_date < $d", d: Chronic.parse(query[:first_payment_before]))
|
||
|
end
|
||
|
if query[:total_raised_greater_than].present?
|
||
|
expr = expr.and_where("payments.sum > $amount", amount: query[:total_raised_greater_than].to_i * 100)
|
||
|
end
|
||
|
if query[:total_raised_less_than].present?
|
||
|
expr = expr.and_where("payments.sum < $amount OR payments.supporter_id IS NULL", amount: query[:total_raised_less_than].to_i * 100)
|
||
|
end
|
||
|
if ['week', 'month', 'quarter', 'year'].include? query[:has_contributed_during]
|
||
|
d = Time.current.send('beginning_of_' + query[:has_contributed_during])
|
||
|
expr = expr.and_where("payments.max_date >= $d", d: d)
|
||
|
end
|
||
|
if ['week', 'month', 'quarter', 'year'].include? query[:has_not_contributed_during]
|
||
|
d = Time.current.send('beginning_of_' + query[:has_not_contributed_during])
|
||
|
expr = expr.and_where("payments.count = 0 OR payments.max_date <= $d", d: d)
|
||
|
end
|
||
|
if query[:MAX_payment_before].present?
|
||
|
date_ago = Timespan::TimeUnits[query[:MAX_payment_before]].utc
|
||
|
expr = expr.and_where("payments.max_date < $date OR payments.count = 0", date: date_ago)
|
||
|
end
|
||
|
if query[:search].present?
|
||
|
expr = expr.and_where(%Q(
|
||
|
supporters.name ILIKE $search
|
||
|
OR supporters.email ILIKE $search
|
||
|
OR supporters.organization ILIKE $search
|
||
|
), search: '%' + query[:search] + '%')
|
||
|
end
|
||
|
if query[:notes].present?
|
||
|
notes_subquery = Qx.select("STRING_AGG(content, ' ') as content, supporter_id")
|
||
|
.from(:supporter_notes)
|
||
|
.group_by(:supporter_id)
|
||
|
.as(:notes)
|
||
|
expr = expr.add_left_join(notes_subquery, "notes.supporter_id=supporters.id")
|
||
|
.and_where("to_tsvector('english', notes.content) @@ plainto_tsquery('english', $notes)", notes: query[:notes])
|
||
|
end
|
||
|
if query[:custom_fields].present?
|
||
|
c_f_subquery = Qx.select("STRING_AGG(value, ' ') as value", "supporter_id")
|
||
|
.from(:custom_field_joins)
|
||
|
.group_by("custom_field_joins.supporter_id")
|
||
|
.as(:custom_fields)
|
||
|
expr = expr.add_left_join(c_f_subquery, "custom_fields.supporter_id=supporters.id")
|
||
|
.and_where("to_tsvector('english', custom_fields.value) @@ plainto_tsquery('english', $custom_fields)", custom_fields: query[:custom_fields])
|
||
|
end
|
||
|
if query[:location].present?
|
||
|
expr = expr.and_where("lower(supporters.city) LIKE $city OR lower(supporters.zip_code) LIKE $zip", city: query[:location].downcase, zip: query[:location].downcase)
|
||
|
end
|
||
|
if query[:recurring].present?
|
||
|
rec_ps_subquery = Qx.select("payments.count", "payments.supporter_id")
|
||
|
.from(:payments)
|
||
|
.where("kind='RecurringDonation'")
|
||
|
.group_by("payments.supporter_id")
|
||
|
.as(:rec_ps)
|
||
|
expr = expr.add_left_join(rec_ps_subquery, "rec_ps.supporter_id=supporters.id")
|
||
|
.and_where('rec_ps.count > 0')
|
||
|
end
|
||
|
if query[:ids].present?
|
||
|
expr = expr.and_where("supporters.id IN ($ids)", ids: query[:ids].split(",").map(&:to_i))
|
||
|
end
|
||
|
if query[:select].present?
|
||
|
expr = expr.select(*query[:select].split(",").map{|x| Qx.quote_ident(x)})
|
||
|
end
|
||
|
# Sort by supporters who have all of the list of tag names
|
||
|
if query[:tags].present?
|
||
|
tag_ids = (query[:tags].is_a?(String) ? query[:tags].split(',') : query[:tags]).map(&:to_i)
|
||
|
expr = expr.and_where("tags.ids @> ARRAY[$tag_ids]", tag_ids: tag_ids)
|
||
|
end
|
||
|
if query[:campaign_id].present?
|
||
|
expr = expr.add_join("donations", "donations.supporter_id=supporters.id AND donations.campaign_id=#{query[:campaign_id].to_i}")
|
||
|
end
|
||
|
if query[:event_id].present?
|
||
|
expr = expr
|
||
|
.add_join(
|
||
|
Qx.select("MAX(tickets.event_id) AS event_id", "tickets.supporter_id")
|
||
|
.from(:tickets)
|
||
|
.group_by(:supporter_id)
|
||
|
.as(:tickets),
|
||
|
"tickets.supporter_id=supporters.id"
|
||
|
)
|
||
|
.and_where("tickets.event_id=$id", id: query[:event_id])
|
||
|
end
|
||
|
if ['asc', 'desc'].include? query[:sort_name]
|
||
|
expr = expr.order_by(["supporters.name", query[:sort_name]])
|
||
|
end
|
||
|
if ['asc', 'desc'].include? query[:sort_contributed]
|
||
|
expr = expr.and_where("payments.sum > 0").order_by(["payments.sum", query[:sort_contributed]])
|
||
|
end
|
||
|
if ['asc', 'desc'].include? query[:sort_last_payment]
|
||
|
expr = expr.order_by(["payments.max_date", "#{query[:sort_last_payment].upcase} NULLS LAST"])
|
||
|
end
|
||
|
return expr
|
||
|
end
|
||
|
|
||
|
# Give supp data for csv
|
||
|
def self.for_export(np_id, query)
|
||
|
expr = full_filter_expr(np_id, query)
|
||
|
selects = supporter_export_selections.concat([
|
||
|
'(payments.sum / 100)::money::text AS total_contributed',
|
||
|
'supporters.id AS id'
|
||
|
])
|
||
|
if query[:export_custom_fields]
|
||
|
# Add a select/csv-column for every custom field master for this nonprofit
|
||
|
# and add a left join for every custom field master
|
||
|
# eg if the npo has a custom field like Employer with id 99, then the query will be
|
||
|
# SELECT export_cfj_Employer.value AS Employer, ...
|
||
|
# FROM supporters
|
||
|
# LEFT JOIN custom_field_joins AS export_cfj_Employer ON export_cfj_Employer.supporter_id=supporters.id AND export_cfj_Employer.custom_field_master_id=99
|
||
|
# ...
|
||
|
ids = query[:export_custom_fields].split(',').map(&:to_i)
|
||
|
if ids.any?
|
||
|
cfms = Qx.select("name", "id").from(:custom_field_masters).where(nonprofit_id: np_id).and_where("id IN ($ids)", ids: ids).ex
|
||
|
cfms.compact.map do |cfm|
|
||
|
table_alias = "cfjs_#{cfm['name'].gsub(/\$/, "")}"
|
||
|
table_alias_quot = "\"#{table_alias}\""
|
||
|
field_join_subq = Qx.select("STRING_AGG(value, ',') as value", "supporter_id")
|
||
|
.from("custom_field_joins")
|
||
|
.join("custom_field_masters" , "custom_field_masters.id=custom_field_joins.custom_field_master_id")
|
||
|
.where("custom_field_masters.id=$id", id: cfm['id'])
|
||
|
.group_by(:supporter_id)
|
||
|
.as(table_alias)
|
||
|
expr.add_left_join(field_join_subq, "#{table_alias_quot}.supporter_id=supporters.id")
|
||
|
selects = selects.concat(["#{table_alias_quot}.value AS \"#{cfm['name']}\""])
|
||
|
end
|
||
|
end
|
||
|
end
|
||
|
supporter_note_query = Qx.select("STRING_AGG(supporter_notes.created_at || ': ' || supporter_notes.content, '\r\n' ORDER BY supporter_notes.created_at DESC) as notes", "supporter_notes.supporter_id")
|
||
|
.from(:supporter_notes)
|
||
|
.group_by('supporter_notes.supporter_id')
|
||
|
.as("supporter_note_query")
|
||
|
|
||
|
expr.add_left_join(supporter_note_query, 'supporter_note_query.supporter_id=supporters.id')
|
||
|
selects = selects.concat(["supporter_note_query.notes AS notes"])
|
||
|
|
||
|
expr.select(selects).execute(format: 'csv')
|
||
|
end
|
||
|
|
||
|
def self.supporter_export_selections
|
||
|
[
|
||
|
"substring(supporters.name from '^.+ ([^\s]+)$') AS \"Last Name\"",
|
||
|
"substring(supporters.name from '^(.+) [^\s]+$') AS \"First Name\"",
|
||
|
"supporters.name AS \"Full Name\"",
|
||
|
"supporters.organization AS \"Organization\"",
|
||
|
"supporters.email \"Email\"",
|
||
|
"supporters.phone \"Phone\"",
|
||
|
"supporters.address \"Address\"",
|
||
|
"supporters.city \"City\"",
|
||
|
"supporters.state_code \"State\"",
|
||
|
"supporters.zip_code \"Postal Code\"",
|
||
|
"supporters.country \"Country\"",
|
||
|
"supporters.anonymous \"Anonymous?\"",
|
||
|
"supporters.id \"Supporter ID\""
|
||
|
]
|
||
|
end
|
||
|
|
||
|
# Return an array of groups of ids, where sub-array is a group of duplicates
|
||
|
|
||
|
# Partial sql expression
|
||
|
def self.dupes_expr(np_id)
|
||
|
Qx.select("ARRAY_AGG(id) AS ids")
|
||
|
.from(:supporters)
|
||
|
.where("nonprofit_id=$id", id: np_id)
|
||
|
.and_where("deleted='f' OR deleted IS NULL")
|
||
|
.having('COUNT(id) > 1')
|
||
|
end
|
||
|
|
||
|
# Merge on exact supporter and email match
|
||
|
|
||
|
# Find all duplicate supporters by the email column
|
||
|
# returns array of arrays of ids
|
||
|
# (each sub-array is a group of duplicates)
|
||
|
def self.dupes_on_email(np_id)
|
||
|
dupes_expr(np_id)
|
||
|
.and_where("email IS NOT NULL")
|
||
|
.and_where("email != ''")
|
||
|
.group_by(:email)
|
||
|
.execute(format: 'csv')[1..-1]
|
||
|
.map(&:flatten)
|
||
|
end
|
||
|
|
||
|
# Find all duplicate supporters by the name column
|
||
|
def self.dupes_on_name(np_id)
|
||
|
dupes_expr(np_id)
|
||
|
.and_where("name IS NOT NULL")
|
||
|
.group_by(:name)
|
||
|
.execute(format: 'csv')[1..-1]
|
||
|
.map(&:flatten)
|
||
|
end
|
||
|
|
||
|
# Find all duplicate supporters that match on both name/email
|
||
|
# @return [Array[Array]] an array containing arrays of the ids of duplicate supporters
|
||
|
def self.dupes_on_name_and_email(np_id)
|
||
|
dupes_expr(np_id)
|
||
|
.and_where("name IS NOT NULL AND email IS NOT NULL AND email != ''")
|
||
|
.group_by("name, email")
|
||
|
.execute(format: 'csv')[1..-1]
|
||
|
.map(&:flatten)
|
||
|
end
|
||
|
|
||
|
# Create an export that lists donors with their total contributed amounts
|
||
|
# Underneath each donor, we separately list each individual payment
|
||
|
# Only including payments for the given year
|
||
|
def self.end_of_year_donor_report(np_id, year)
|
||
|
supporter_expr = Qexpr.new
|
||
|
.select( supporter_export_selections.concat(["(payments.sum / 100.0)::money::text AS \"Total Contributions #{year}\"", "supporters.id"]) )
|
||
|
.from(:supporters)
|
||
|
.join(Qexpr.new
|
||
|
.select("SUM(gross_amount)", "supporter_id")
|
||
|
.from(:payments)
|
||
|
.group_by(:supporter_id)
|
||
|
.where("date >= $date", date: "#{year}-01-01 00:00:00 UTC")
|
||
|
.where("date < $date", date: "#{year+1}-01-01 00:00:00 UTC")
|
||
|
.as(:payments), "payments.supporter_id=supporters.id")
|
||
|
.where('payments.sum > 25000')
|
||
|
.as('supporters')
|
||
|
|
||
|
Psql.execute_vectors(
|
||
|
Qexpr.new
|
||
|
.select(
|
||
|
"supporters.*",
|
||
|
'(payments.gross_amount / 100.0)::money::text AS "Donation Amount"',
|
||
|
'payments.date AS "Donation Date"',
|
||
|
'payments.towards AS "Designation"'
|
||
|
)
|
||
|
.from(:payments)
|
||
|
.join(supporter_expr, 'supporters.id = payments.supporter_id')
|
||
|
.where('payments.nonprofit_id = $id', id: np_id)
|
||
|
.where('payments.date >= $date', date: "#{year}-01-01 00:00:00 UTC")
|
||
|
.where('payments.date < $date', date: "#{year+1}-01-01 00:00:00 UTC")
|
||
|
.order_by("supporters.\"MAX Name\", payments.date DESC")
|
||
|
)
|
||
|
end
|
||
|
|
||
|
|
||
|
# returns an array of common selects for supporters
|
||
|
# which gets concated with an optional array of additional selects
|
||
|
# used for merging supporters, crm profile and info card
|
||
|
def self.profile_selects(arr = [])
|
||
|
["supporters.id",
|
||
|
"supporters.name",
|
||
|
"supporters.email",
|
||
|
"supporters.address",
|
||
|
"supporters.state_code",
|
||
|
"supporters.city",
|
||
|
"supporters.zip_code",
|
||
|
"supporters.country",
|
||
|
"supporters.organization",
|
||
|
"supporters.phone"] + arr
|
||
|
end
|
||
|
|
||
|
|
||
|
# used on crm profile and info card
|
||
|
def self.profile_payments_subquery
|
||
|
Qx.select("supporter_id", "SUM(gross_amount)", "COUNT(id) AS count")
|
||
|
.from("payments")
|
||
|
.group_by("supporter_id")
|
||
|
.as("payments")
|
||
|
end
|
||
|
|
||
|
|
||
|
# Get a large set of detailed info for a single supporter, to be displayed in
|
||
|
# the side panel details of the supporter listing after clicking a row.
|
||
|
def self.for_crm_profile(npo_id, ids)
|
||
|
selects = [
|
||
|
"supporters.created_at",
|
||
|
"supporters.imported_at",
|
||
|
"supporters.anonymous AS anon",
|
||
|
"supporters.is_unsubscribed_from_emails",
|
||
|
"COALESCE(MAX(payments.sum), 0) AS raised",
|
||
|
"COALESCE(MAX(payments.count), 0) AS payments_count",
|
||
|
"COALESCE(COUNT(recurring_donations.active), 0) AS recurring_donations_count",
|
||
|
"MAX(full_contact_infos.full_name) AS fc_full_name",
|
||
|
"MAX(full_contact_infos.age) AS fc_age",
|
||
|
"MAX(full_contact_infos.location_general) AS fc_location_general",
|
||
|
"MAX(full_contact_infos.websites) AS fc_websites"]
|
||
|
|
||
|
Qx.select(*QuerySupporters.profile_selects(selects))
|
||
|
.from("supporters")
|
||
|
.left_join(
|
||
|
["donations", "donations.supporter_id=supporters.id"],
|
||
|
["full_contact_infos", "full_contact_infos.supporter_id=supporters.id"],
|
||
|
["recurring_donations", "recurring_donations.donation_id=donations.id"],
|
||
|
[QuerySupporters.profile_payments_subquery, "payments.supporter_id=supporters.id"])
|
||
|
.group_by("supporters.id")
|
||
|
.where("supporters.id IN ($ids)", ids: ids)
|
||
|
.and_where("supporters.nonprofit_id = $id", id: npo_id)
|
||
|
.execute
|
||
|
end
|
||
|
|
||
|
def self.for_info_card(id)
|
||
|
selects = ["COALESCE(MAX(payments.sum), 0) AS raised"]
|
||
|
Qx.select(*QuerySupporters.profile_selects(selects))
|
||
|
.from("supporters")
|
||
|
.left_join([QuerySupporters.profile_payments_subquery, "payments.supporter_id=supporters.id"])
|
||
|
.group_by("supporters.id")
|
||
|
.where("supporters.id=$id", id: id)
|
||
|
.execute.first
|
||
|
end
|
||
|
|
||
|
def self.merge_data(ids)
|
||
|
Qx.select(*QuerySupporters.profile_selects)
|
||
|
.from("supporters")
|
||
|
.group_by("supporters.id")
|
||
|
.where("supporters.id IN ($ids)", ids: ids.split(','))
|
||
|
.execute
|
||
|
end
|
||
|
|
||
|
|
||
|
def self.year_aggregate_report(npo_id, time_range_params)
|
||
|
npo_id = npo_id.to_i
|
||
|
|
||
|
begin
|
||
|
min_date, max_date = get_min_or_max_dates_for_range(time_range_params)
|
||
|
rescue ArgumentError => e
|
||
|
raise ParamValidation::ValidationError.new(e.message, {})
|
||
|
end
|
||
|
ParamValidation.new({npo_id: npo_id}, {
|
||
|
npo_id: {required: true, is_integer: true}
|
||
|
})
|
||
|
aggregate_dons = %Q(
|
||
|
array_to_string(
|
||
|
array_agg(
|
||
|
payments.created_at::date || ' ' ||
|
||
|
(payments.gross_amount / 100)::text::money || ' ' ||
|
||
|
coalesce(payments.kind, '') || ' ' ||
|
||
|
coalesce(payments.towards, '')
|
||
|
ORDER BY payments.created_at DESC
|
||
|
),
|
||
|
'\n'
|
||
|
) AS "Payment History"
|
||
|
)
|
||
|
selects = supporter_export_selections.concat([
|
||
|
"SUM(payments.gross_amount / 100)::text::money AS \"Total Payments\"",
|
||
|
"MAX(payments.date)::date AS \"Last Payment Date\"",
|
||
|
"AVG(payments.gross_amount / 100)::text::money AS \"Average Payment\"",
|
||
|
aggregate_dons
|
||
|
])
|
||
|
return Qx.select(selects)
|
||
|
.from(:supporters)
|
||
|
.join("payments", "payments.supporter_id=supporters.id AND payments.date::date >= $min_date AND payments.date::date < $max_date",:min_date => min_date.to_date, :max_date => max_date.to_date )
|
||
|
.where('supporters.nonprofit_id=$id', id: npo_id)
|
||
|
.group_by("supporters.id")
|
||
|
.order_by("substring(trim(supporters.name) from '^.+ ([^\s]+)$')")
|
||
|
.execute(format: 'csv')
|
||
|
end
|
||
|
|
||
|
#
|
||
|
def self.get_min_or_max_dates_for_range(time_range_params)
|
||
|
begin
|
||
|
if (time_range_params[:year])
|
||
|
if (time_range_params[:year].is_a?(Integer))
|
||
|
return DateTime.new(time_range_params[:year], 1, 1), DateTime.new(time_range_params[:year]+1, 1, 1)
|
||
|
end
|
||
|
if (time_range_params[:year].is_a?(String))
|
||
|
wip = time_range_params[:year].to_i
|
||
|
return DateTime.new(wip, 1, 1), DateTime.new(wip+1, 1, 1)
|
||
|
end
|
||
|
end
|
||
|
if (time_range_params[:start])
|
||
|
wip = time_range_params[:start].is_a?(DateTime) ? time_range_params[:start] : nil
|
||
|
if (wip.nil? && time_range_params[:start].is_a?(Date))
|
||
|
wip = time_range_params[:start].to_datetime
|
||
|
end
|
||
|
if(wip.nil? && time_range_params[:start].is_a?(String))
|
||
|
wip = DateTime.parse(time_range_params[:start])
|
||
|
end
|
||
|
|
||
|
unless wip.nil?
|
||
|
return wip, wip + 1.year
|
||
|
end
|
||
|
end
|
||
|
raise ArgumentError.new("no valid time range provided")
|
||
|
rescue
|
||
|
raise ArgumentError.new("no valid time range provided")
|
||
|
end
|
||
|
|
||
|
end
|
||
|
|
||
|
def self.tag_joins(nonprofit_id, supporter_id)
|
||
|
Qx.select('tag_masters.id', 'tag_masters.name')
|
||
|
.from('tag_joins')
|
||
|
.left_join('tag_masters', 'tag_masters.id = tag_joins.tag_master_id')
|
||
|
.where(
|
||
|
['tag_joins.supporter_id = $id', id: supporter_id],
|
||
|
['coalesce(tag_masters.deleted, FALSE) = FALSE'],
|
||
|
['tag_masters.nonprofit_id = $id', id: nonprofit_id]
|
||
|
)
|
||
|
.execute
|
||
|
end
|
||
|
|
||
|
# this is inefficient, don't use in live code
|
||
|
def self.find_supporters_with_multiple_recurring_donations_evil_way(npo_id)
|
||
|
supporters = Supporter.where('supporters.nonprofit_id = ?', npo_id).includes(:recurring_donations)
|
||
|
supporters.select{|s| s.recurring_donations.length > 1}
|
||
|
end
|
||
|
|
||
|
# this is inefficient, don't use in live code
|
||
|
def self.find_supporters_with_multiple_active_recurring_donations_evil_way(npo_id)
|
||
|
supporters = Supporter.where('supporters.nonprofit_id = ?', npo_id).includes(:recurring_donations)
|
||
|
supporters.select{|s| s.recurring_donations.select{|rd| rd.active }.length > 1}
|
||
|
end
|
||
|
end
|
||
|
|