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
+  4.0.11

app/controllers/distributions_by_county_controller.rb

@@ -4,13 +4,8 @@ class DistributionsByCountyController < ApplicationController
 
   def report
     setup_date_range_picker
-    start_date = helpers.selected_range.first.utc.iso8601
-    end_date = helpers.selected_range.last.utc.iso8601
 
-    @breakdown = DistributionSummaryByCountyQuery.call(
-      organization_id: current_organization.id,
-      start_date: start_date,
-      end_date: end_date
-    )
+    @dbc_info = View::DistributionsByCounty.from_params(params: params,
+      organization: current_organization, helpers: helpers)
   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/models/view/distributions_by_county.rb

@@ -0,0 +1,46 @@
+module View
+  DistributionsByCounty = Data.define(
+    :breakdown,
+    :filters,
+    :items,
+    :reporting_categories
+  ) do
+    include DateRangeHelper
+
+    class << self
+      def filter_params(params)
+        return {} unless params.key?(:filters)
+        params
+          .require(:filters)
+          .permit(:by_item_id, :by_reporting_category, :date_range)
+      end
+
+      def from_params(params:, organization:, helpers:)
+        filters = filter_params(params)
+        start_date = helpers.selected_range.first.utc.iso8601
+        end_date = helpers.selected_range.last.utc.iso8601
+        breakdown = DistributionSummaryByCountyQuery.call(
+          organization_id: organization.id,
+          start_date: start_date,
+          end_date: end_date,
+          reporting_category: filters[:by_reporting_category].presence,
+          item_id: filters[:by_item_id].presence
+        )
+
+        new(
+          breakdown: breakdown,
+          filters: filters,
+          reporting_categories: Item.reporting_categories_for_select,
+          items: organization.items.loose.alphabetized.select(:id, :name)
+        )
+      end
+    end
+    def selected_reporting_category
+      filters[:by_reporting_category].presence
+    end
+
+    def selected_item
+      filters[:by_item_id].presence
+    end
+  end
+end

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 full 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 @dbc_info.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: @dbc_info.items, selected: @dbc_info.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: @dbc_info.reporting_categories, selected: @dbc_info.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">
@@ -48,7 +66,7 @@
               </tr>
               </thead>
               <tbody>
-              <% @breakdown.each do |bd| %>
+              <% @dbc_info.breakdown.each do |bd| %>
                 <tr>
                   <td><%= bd.name %></td>
                   <td class="numeric"><%= number_with_delimiter(bd.quantity) %></td>
@@ -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"
 

docs/user_guide/bank/reports_distributions_by_county.md

@@ -3,17 +3,24 @@
 
 ![distributions_by_county_default_view](images/reports/reports_distributions_by_county_1.png)
 
-This report shows the total items and estimated total market value of the distributed Items for the time period.
+This report initially shows the total items and estimated total market value of the distributed Items for the time period.
 
 We use the area served information entered in each partner's [profile](pm_partner_profiles.md) to allocate the items that have been distributed to them.  If that information has not been provided,  the items you've distributed are put into the 'Unspecified' category.
 
-
-**N.B.** If you are using Kits, please note that this treats each Kit as an item,  rather than counting the items within the Kits separately.
+**N.B.  If you are using Kits, please note that this counts the items within the kits, rather than the kits.   You can not use this report to determine the number of kits that have been distributed to each county.**
 
 If you want to see a time period other than the default of 60 days prior to 30 days forward from today,  change the date range and click "Filter".  We recommend you use the little pop-up gizmo to enter your date range, as the format of the date range is very fussy.
 
 ![distributions_by_county_with_date_range_gizmo](images/reports/reports_distributions_by_county_2.png)
 
+
+Similarly, you can also filter by a single item,  or by a reporting category, if, for example, you wanted to see distribution of disposable diapers,  you would select "Disposalbe Diapers" from the Reporting Category menu, and then click "Filter"
+
+![distributions_by_county_with_reporting_category_dropdown](images/reports/reports_distributions_by_county_3.png)
+
+
+To go back to the default values,  click "Clear filters".
+
 [Back to Annual Survey](reports_annual_survey.md)
 
 [Next: Manufacturer Donations Report](reports_manufacturers_donations.md)