Add filters to distribution by county and take into account kitted items

Gemfile.lock

@@ -858,4 +858,4 @@ DEPENDENCIES
   webmock (~> 3.26)
 
 BUNDLED WITH
-   2.7.1
+  4.0.10

app/controllers/distributions_by_county_controller.rb

@@ -7,10 +7,26 @@ def report
     start_date = helpers.selected_range.first.utc.iso8601
     end_date = helpers.selected_range.last.utc.iso8601
 
+    @reporting_categories = Item.reporting_categories_for_select
+    @items = current_organization.items.loose.alphabetized.select(:id, :name)
+    @selected_reporting_category = filter_params[:by_reporting_category].presence
+    @selected_item = filter_params[:by_item_id].presence
+
     @breakdown = DistributionSummaryByCountyQuery.call(
       organization_id: current_organization.id,
       start_date: start_date,
-      end_date: end_date
+      end_date: end_date,
+      reporting_category: @selected_reporting_category,
+      item_id: @selected_item
     )
   end
+
+  helper_method \
+    def filter_params
+    return {} unless params.key?(:filters)
+
+    params
+      .require(:filters)
+      .permit(:by_item_id, :by_reporting_category, :date_range)
+  end
 end

app/models/item.rb

@@ -66,6 +66,7 @@ class Item < ApplicationRecord
   scope :alphabetized, -> { order(:name) }
   scope :by_base_item, ->(base_item) { where(base_item: base_item) }
   scope :by_reporting_category, ->(reporting_category) { where(reporting_category: reporting_category) }
+  scope :by_name, ->(name) { where(name: name) }
   scope :by_partner_key, ->(partner_key) { where(partner_key: partner_key) }
 
   scope :period_supplies, -> {

app/queries/distribution_summary_by_county_query.rb

@@ -5,8 +5,9 @@ class DistributionSummaryByCountyQuery
   SQL_MULTILINE_COMMENTS = /\/\*.*?\*\//
 
   DISTRIBUTION_BY_COUNTY_SQL = <<~SQL.squish.gsub(SQL_MULTILINE_COMMENTS, "").freeze
-    /* Calculate total item quantity and value per distribution */
-    WITH distribution_totals AS
+    /* Calculate total item quantity and value per distribution of "loose" items */
+
+    WITH loose_distribution_totals AS
     (
         SELECT DISTINCT d.id,
                         d.partner_id,
@@ -17,9 +18,39 @@ class DistributionSummaryByCountyQuery
         JOIN items i ON i.id = li.item_id
         WHERE d.issued_at BETWEEN :start_date AND :end_date
             AND d.organization_id = :organization_id
+            AND i.reporting_category LIKE CONCAT('%', :reporting_category , '%')
+            AND i.id = CASE WHEN :item_id <> 0 THEN :item_id ELSE i.id END
         GROUP BY d.id, li.id, i.id
     ),
-    /* Match distribution totals with client share and counties.
+    /* Calculate total item and value per distribution of items that happen to be in kits */
+       kitted_distribution_totals AS (
+       SELECT DISTINCT d.id,
+                        d.partner_id,
+                        COALESCE(SUM(li.quantity * kli.quantity) OVER (PARTITION BY d.id), 0) AS quantity,
+                        COALESCE(SUM(COALESCE(ki.value_in_cents, 0) * li.quantity * kli.quantity) OVER (PARTITION BY d.id), 0) AS value
+        FROM distributions d
+        INNER JOIN line_items li ON li.itemizable_id = d.id AND li.itemizable_type = 'Distribution'
+        INNER JOIN items i ON i.id = li.item_id
+        INNER JOIN line_items AS kli ON i.id = kli.itemizable_id AND kli.itemizable_type = 'Item'
+        INNER JOIN items AS ki ON ki.id = kli.item_id
+                                 WHERE d.issued_at BETWEEN :start_date AND :end_date
+            AND d.organization_id = :organization_id
+            AND ki.reporting_category LIKE CONCAT('%', :reporting_category , '%')
+            AND ki.id = CASE WHEN :item_id <> 0 THEN :item_id ELSE ki.id END
+        GROUP BY d.id, li.id, i.id, kli.id, ki.id
+        ),   
+
+            /* Combine the loose and kitted */
+        full_distribution_totals as (
+            SELECT distinct COALESCE(ld.id,kd.id) as id, 
+                COALESCE(ld.partner_id, kd.partner_id) AS partner_id, 
+                 COALESCE(ld.quantity,0) + COALESCE(kd.quantity, 0) as quantity, 
+                 COALESCE(ld.value,0) + COALESCE(kd.value, 0)  as value
+                FROM loose_distribution_totals ld 
+                FULL OUTER JOIN kitted_distribution_totals kd ON ld.id = kd.id 
+        ),
+
+    /* Match loose distribution totals with client share and counties.
        If distribution has no associated county, set county name to "Unspecified"
        and set region to ZZZ so it will be last when sorted  */
     totals_by_county AS
@@ -30,7 +61,7 @@ class DistributionSummaryByCountyQuery
                COALESCE(psa.client_share::float / 100, 1) AS percentage,
                COALESCE(c.name, 'Unspecified') county_name,
                COALESCE(c.region, 'ZZZ') county_region
-        FROM distribution_totals dt
+        FROM full_distribution_totals dt
         LEFT JOIN partners p ON p.id = dt.partner_id
         LEFT JOIN partner_profiles pp ON pp.partner_id = p.id
         LEFT JOIN partner_served_areas psa ON psa.partner_profile_id = pp.id
@@ -58,11 +89,13 @@ class DistributionSummaryByCountyQuery
   class << self
     # Timestamps are stored in Postgres without timezones so
     # start_date and end_date must be strings in UTC.
-    def call(organization_id:, start_date: nil, end_date: nil)
+    def call(organization_id:, start_date: nil, end_date: nil, reporting_category: nil, item_id: nil)
       params = {
         organization_id: organization_id,
         start_date: start_date || "1000-01-01",
-        end_date: end_date || "3000-01-01"
+        end_date: end_date || "3000-01-01",
+        reporting_category: reporting_category,
+        item_id: item_id
       }
 
       execute(to_sql(DISTRIBUTION_BY_COUNTY_SQL, **params)).to_a.map(&to_county_summary)
@@ -74,13 +107,15 @@ def execute(sql)
       ActiveRecord::Base.connection.execute(sql)
     end
 
-    def to_sql(query, organization_id:, start_date:, end_date:)
+    def to_sql(query, organization_id:, start_date:, end_date:, reporting_category:, item_id:)
       ActiveRecord::Base.sanitize_sql_array(
         [
           query,
           organization_id: organization_id,
           start_date: start_date,
-          end_date: end_date
+          end_date: end_date,
+          reporting_category: reporting_category,
+          item_id: item_id
         ]
       )
     end

app/views/distributions_by_county/report.html.erb

@@ -6,6 +6,8 @@
         <h1>
           Estimated Distributions by County for <%= current_organization.name %>
         </h1>
+        <h5> Please note that any items within kits are included in these estimates
+        </h5>
       </div>
       <div class="col-sm-6">
         <ol class="breadcrumb float-sm-right">
@@ -25,17 +27,33 @@
     <div class="row">
       <div class="col-12">
         <!-- Default box -->
-        <div class="card">
-          <div class="row">
-            <div class="col-sm-3 col-6">
+        <div class="card card-primary">
+          <div class="card-body">
+
               <div class="description-block border-right">
-                <%= simple_form_for :filters, url: distributions_by_county_report_path(current_organization), method: :get do |f| %>
-                  <%= render partial: "shared/date_range_picker", locals: {css_class: "form-control"} %><br>
-                  <%= filter_button %>
+                <%= form_tag(distributions_by_county_report_path(current_organization), method: :get) do |f| %>
+                  <div class="row">
+                  <% if @items.present? %>
+                    <div class="form-group col-lg-2 col-md-2 col-sm-6 col-xs-12">
+                      <%= filter_select(label: "Item", scope: :by_item_id, collection: @items, selected: @selected_item) %>
+                    </div>
+                  <% end %>
+                  <div class="form-group col-lg-2 col-md-2 col-sm-6 col-xs-12">
+                    <%= filter_select(label: "Reporting Category", scope: :by_reporting_category, collection: @reporting_categories, selected: @selected_reporting_category) %>
+                  </div>
+
+                 <div class="form-group col-lg-3 col-md-3 col-sm-6 col-xs-12">
+                    <%= label_tag "Date Range", "Date Range" %>
+                    <%= render partial: "shared/date_range_picker", locals: {css_class: "form-control"} %>
+                  </div>
+                  </div>
+                    <div class="card-footer">
+                      <%= filter_button %>
+                      <%= clear_filter_button %>
+                    </div>
                 <% end %>
-              </div>
               <!-- /.description-block -->
-            </div>
+
           </div>
 
           <div class="card-body table-responsive p-0">
@@ -65,4 +83,5 @@
       </div>
     </div>
   </div>
+  </div>
 </section>

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.0].define(version: 2025_10_07_141240) do
+ActiveRecord::Schema[8.0].define(version: 2025_10_17_194543) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pg_catalog.plpgsql"
 

spec/queries/distribution_summary_by_county_query_spec.rb

@@ -5,7 +5,9 @@
   let(:organization_id) { organization.id }
   let(:start_date) { nil }
   let(:end_date) { nil }
-  let(:params) { {organization_id:, start_date:, end_date:} }
+  let(:reporting_category) { nil }
+  let(:item_id) { nil }
+  let(:params) { {organization_id:, start_date:, end_date:, reporting_category:} }
 
   include_examples "distribution_by_county"
 
@@ -64,4 +66,121 @@
       expect(num_with_0).to eq 0
     end
   end
+
+  describe "handling reporting categories" do
+    context "with loose items only" do
+      let(:reporting_category) { :cloth_diapers }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: item_1, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_2, organization: user.organization, partner: partner_1)
+
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[4].quantity).to eq(0)
+        expect(breakdown[4].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(25)
+          expect(breakdown[i].value).to be_within(0.01).of(26250.0)
+        end
+      end
+    end
+    context "with kits  only" do
+      let(:reporting_category) { :pads }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: kit_a.item, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_2, organization: user.organization, partner: partner_1)
+
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[-1].quantity).to eq(0)
+        expect(breakdown[-1].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(500)
+          expect(breakdown[i].value).to be_within(0.01).of(37500.0)
+        end
+      end
+    end
+
+    context "with an item that is in a kit and loose, and another item that is in the reporting category" do
+      let(:reporting_category) { :pads }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: kit_a.item, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_3, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_4, organization: user.organization, partner: partner_1)
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[-1].quantity).to eq(0)
+        expect(breakdown[-1].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(550)
+          expect(breakdown[i].value).to be_within(0.01).of(40625.0)
+        end
+      end
+    end
+  end
+
+  describe "handling filtering by item" do
+    context "with loose items only" do
+      let(:item_id) { item_1.id }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:, item_id:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: item_1, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_2, organization: user.organization, partner: partner_1)
+
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[4].quantity).to eq(0)
+        expect(breakdown[4].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(25)
+          expect(breakdown[i].value).to be_within(0.01).of(26250.0)
+        end
+      end
+    end
+
+    context "with kits  only" do
+      let(:item_id) { item_3.id }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:, item_id:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: kit_a.item, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_2, organization: user.organization, partner: partner_1)
+
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[-1].quantity).to eq(0)
+        expect(breakdown[-1].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(500)
+          expect(breakdown[i].value).to be_within(0.01).of(37500.0)
+        end
+      end
+    end
+
+    context "with an item that is in a kit and loose, and another item that is in the reporting category" do
+      let(:item_id) { item_3.id }
+      let(:params) { {organization_id:, start_date:, end_date:, reporting_category:, item_id:} }
+
+      it "divides the item numbers and values according to the partner profile" do
+        create(:distribution, :with_items, item: kit_a.item, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_3, organization: user.organization, partner: partner_1)
+        create(:distribution, :with_items, item: item_4, organization: user.organization, partner: partner_1)
+        breakdown = DistributionSummaryByCountyQuery.call(**params)
+        expect(breakdown.size).to eq(5)
+        expect(breakdown[-1].quantity).to eq(0)
+        expect(breakdown[-1].value).to be_within(0.01).of(0)
+        4.times do |i|
+          expect(breakdown[i].quantity).to eq(525)
+          expect(breakdown[i].value).to be_within(0.01).of(39375.0)
+        end
+      end
+    end
+  end
 end