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Resolves #4544. filter manufacturer donations summary report by date (#…
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…4558)

* Resolves #4544. filter manufacturer donations summary report by selected range

* initiate workflow?

* add instance variable to each manufacturer to hold number of donations in current timeframe

* set donation count variable and sort using active record query

* add back def volume method in manufacturer model
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guswhitten authored Sep 6, 2024
1 parent da098ef commit 5217bce
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Showing 4 changed files with 62 additions and 13 deletions.
4 changes: 1 addition & 3 deletions app/controllers/reports_controller.rb
Original file line number Diff line number Diff line change
Expand Up @@ -8,9 +8,7 @@ def donations_summary

def manufacturer_donations_summary
@recent_donations_from_manufacturers = current_organization.donations.during(helpers.selected_range).by_source(:manufacturer)
@top_manufacturers = current_organization.manufacturers.by_donation_count
@donations = current_organization.donations.during(helpers.selected_range)
@recent_donations = @donations.recent
@top_manufacturers = current_organization.manufacturers.by_donation_count(10, helpers.selected_range)
end

def purchases_summary
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11 changes: 8 additions & 3 deletions app/models/manufacturer.rb
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Expand Up @@ -26,10 +26,15 @@ def volume
donations.joins(:line_items).sum(:quantity)
end

def self.by_donation_count(count = 10)
# selects manufacturers that have donation qty > 0
def self.by_donation_count(count = 10, date_range = nil)
# selects manufacturers that have donation qty > 0 in the provided date range
# and sorts them by highest volume of donation
select { |m| m.volume.positive? }.sort.reverse.first(count)
joins(donations: :line_items).where(donations: { issued_at: date_range })
.select('manufacturers.*, sum(line_items.quantity) as donation_count')
.group('manufacturers.id')
.having('sum(line_items.quantity) > 0')
.order('donation_count DESC')
.limit(count)
end

private
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10 changes: 5 additions & 5 deletions app/views/reports/_manufacturer.html.erb
Original file line number Diff line number Diff line change
@@ -1,5 +1,5 @@
<div class="float-center manufacturer">
<%= link_to manufacturer do %>
<%= manufacturer.name %> (<%= number_with_delimiter(manufacturer.volume) %>)
<% end %>
</div>
<div class="float-center manufacturer">
<%= link_to manufacturer do %>
<%= manufacturer.name %> (<%= number_with_delimiter(manufacturer.donation_count) %>)
<% end %>
</div>
50 changes: 48 additions & 2 deletions spec/requests/reports/manufacturer_donations_summary_spec.rb
Original file line number Diff line number Diff line change
@@ -1,6 +1,9 @@
RSpec.describe "Reports::ManufacturerDonationsSummary", type: :request do
let(:organization) { create(:organization) }
let(:user) { create(:user, organization: organization) }
let(:manufacturer1) { create(:manufacturer, organization: organization, name: "Manufacturer 1") }
let(:manufacturer2) { create(:manufacturer, organization: organization, name: "Manufacturer 2") }
let(:manufacturer3) { create(:manufacturer, organization: organization, name: "Manufacturer 3") }

describe "while signed in" do
before do
Expand All @@ -9,13 +12,56 @@

describe "GET #index" do
subject do
get reports_manufacturer_donations_summary_path(format: response_format)
get reports_manufacturer_donations_summary_path(format: "html")
response
end
let(:response_format) { "html" }

it { is_expected.to have_http_status(:success) }
end

context "when visiting the summary page" do
it "has a link to create a new donation" do
get reports_manufacturer_donations_summary_path

expect(response.body).to include("New Donation")
expect(response.body).to include("#{@url_prefix}/donations/new")
end

context "with manufacturer donations in the last year" do
let(:formatted_date_range) { date_range.map { _1.to_formatted_s(:date_picker) }.join(" - ") }
let(:date_range) { [1.year.ago, 0.days.ago] }
let!(:donations) do
[
create(:donation, :with_items, item_quantity: 2, issued_at: 5.days.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer1),
create(:donation, :with_items, item_quantity: 3, issued_at: 3.months.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer1),
create(:donation, :with_items, item_quantity: 7, issued_at: 2.years.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer2),
create(:donation, :with_items, item_quantity: 1, issued_at: 0.days.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer2),
create(:donation, :with_items, item_quantity: 13, issued_at: 20.days.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer3),
create(:donation, :with_items, item_quantity: 17, issued_at: 5.years.ago, organization: organization, source: "Manufacturer", manufacturer: manufacturer3)
]
end

it "shows correct total received donations" do
get reports_manufacturer_donations_summary_path(user.organization), params: {filters: {date_range: formatted_date_range}}

expect(response.body).to match(%r{<span class="total_received_donations">\s*19\s*</span>})
end

it "shows correct individual donations for each manufacturer" do
get reports_manufacturer_donations_summary_path(user.organization), params: {filters: {date_range: formatted_date_range}}

expect(response.body).to match(%r{Manufacturer 1 \(5\)})
expect(response.body).to match(%r{Manufacturer 2 \(1\)})
expect(response.body).to match(%r{Manufacturer 3 \(13\)})
end

it "shows top manufacturers in desc. order" do
get reports_manufacturer_donations_summary_path(user.organization), params: {filters: {date_range: formatted_date_range}}

expect(response.body).to match(%r{Manufacturer 3 .* Manufacturer 1 .*Manufacturer 2}m)
end
end
end
end

describe "while not signed in" do
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