Quarterly numeric answer data exports

Splitted some headers of the numeric answer data export table into
year quarters. As required, those are:
- Sum of Disbursements
- Sum of Repayments
- Repayments of Principal
- Repayments of Interest
- Final Principal Balance
- Final Interest Balance

The format of the splitted headers is "<KEY> Q<quarter-number><year>"

app/models/data_export.rb

@@ -23,10 +23,11 @@ def self.model_name
   def process_data
     @child_errors = []
     data = []
-    data.concat(header_rows)
+    quarters = type == "NumericAnswerDataExport" ? quarters_between(start_date, end_date) : nil
+    data.concat(header_rows(quarters))
     scope.find_each do |object|
       begin
-        data << hash_to_row(object_data_as_hash(object))
+        data << hash_to_row(object_data_as_hash(object, quarters))
       rescue => e
         Rails.logger.error("Error for loan #{object.id} in data export #{self.name}: #{e}")
 

app/models/enhanced_loan_data_export.rb

@@ -2,7 +2,7 @@ class EnhancedLoanDataExport < StandardLoanDataExport
 
   protected
 
-  def object_data_as_hash(loan)
+  def object_data_as_hash(loan, _)
     super.merge(response_hash(loan))
   end
 
@@ -48,7 +48,7 @@ def q_data_types
     ["boolean", "text", "number", "percentage", "rating", "currency", "range"]
   end
 
-  def header_rows
+  def header_rows(_)
     [main_header_row, question_id_row]
   end
 

app/models/numeric_answer_data_export.rb

@@ -1,9 +1,149 @@
 class NumericAnswerDataExport < EnhancedLoanDataExport
+
+  QUARTERLY_KEYS = [
+    :sum_of_disbursements, :sum_of_repayments, :repayments_of_principal,
+    :repayments_of_interest, :final_principal_balance, :final_interest_balance
+  ]
+
   def q_data_types
     ["number", "percentage", "rating", "currency", "range"]
   end
 
   def include_numeric_answer_in_export?(str)
     true if Float(str) rescue false
   end
+
+  protected
+
+  def object_data_as_hash(loan, quarters)
+
+    hash = {
+      loan_id: loan.id,
+      name: loan.name,
+      division: loan.division_name,
+      division_membership_status: loan.division_membership_status,
+      cooperative: loan.coop_name,
+      address: loan.coop_street_address,
+      city: loan.coop_city,
+      state: loan.coop_state,
+      country: loan.coop_country&.name,
+      postal_code: loan.coop_postal_code,
+      entity_structure: loan.coop_entity_structure,
+      naics_code: loan.coop_naics_code,
+      census_tract_code: loan.coop_census_tract_code,
+      date_established: loan.coop_date_established,
+      status: loan.status.to_s,
+      actual_end_date: loan.actual_end_date,
+      actual_first_payment_date: loan.actual_first_payment_date,
+      projected_end_date: loan.projected_end_date,
+      projected_first_payment_date: loan.projected_first_payment_date,
+      signing_date: loan.signing_date,
+      length_months: loan.length_months,
+      loan_type: loan.loan_type.to_s,
+      currency: loan.currency&.name,
+      amount: loan.amount,
+      rate: loan.rate,
+      source_of_capital: loan.source_of_capital,
+      final_repayment_formula: loan.final_repayment_formula,
+      primary_agent: loan.primary_agent&.name,
+      secondary_agent: loan.secondary_agent&.name,
+      num_accounting_warnings: loan.num_sync_issues_by_level(:warning),
+      num_accounting_errors: loan.num_sync_issues_by_level(:error),
+      accrued_interest: loan.total_accrued_interest(start_date: start_date, end_date: end_date),
+      change_in_principal: loan.change_in_principal(start_date: start_date, end_date: end_date),
+      change_in_interest: loan.change_in_interest(start_date: start_date, end_date: end_date)
+    }
+
+    hash.transform_keys! { |k| I18n.t("standard_loan_data_exports.headers.#{k}") }
+
+    for key in QUARTERLY_KEYS do
+      for quarter in quarters do
+        hash["#{I18n.t("standard_loan_data_exports.headers.#{key}")} #{quarter[2]}"] = loan.send(key, start_date: quarter[0], end_date: quarter[1])
+      end
+    end
+
+    hash["#{I18n.t("standard_loan_data_exports.headers.#{:created_at}")}"] = loan.created_at.to_date
+    hash["#{I18n.t("standard_loan_data_exports.headers.#{:updated_at}")}"] = loan.updated_at.to_date
+
+    return hash.merge(response_hash(loan))
+  end
+
+  def header_rows(quarters)
+    [main_header_row(quarters), question_id_row]
+  end
+
+  def main_header_row(quarters)
+    headers = StandardLoanDataExport::HEADERS - QUARTERLY_KEYS
+    updated_at = I18n.t("standard_loan_data_exports.headers.#{headers.pop}")
+    created_at = I18n.t("standard_loan_data_exports.headers.#{headers.pop}")
+    headers.map! { |h| I18n.t("standard_loan_data_exports.headers.#{h}") }
+
+    for key in QUARTERLY_KEYS do
+      for quarter in quarters do
+        headers.push("#{I18n.t("standard_loan_data_exports.headers.#{key}")} #{quarter[2]}")
+      end
+    end
+
+    headers.push(created_at)
+    headers.push(updated_at)
+
+    @main_headers = headers
+    @total_headers = headers + questions.map { |q| q.label.to_s }
+    @quarters = quarters
+
+    return @total_headers
+  end
+
+  def question_id_row
+    row = [I18n.t("standard_loan_data_exports.headers.question_id")]
+    row[@main_headers.size - 1] = nil
+    row + questions.map(&:id)
+  end
+
+  def header_symbols
+    @header_symbols ||= @main_headers + questions.map(&:id)
+  end
+
+  private
+
+  def add_quarters_per_key(hash, quarters, key)
+    for quarter in quarters do
+      hash["#{key} #{quarter[0]} - #{quarter[1]}".to_sym] = "data"
+    end
+  end
+
+  def get_quarter(date)
+    remaining = (date.month - (3 * (date.month / 3.0).ceil)).abs
+    end_month = date.month + remaining
+    end_day = Date.civil(date.year, end_month, -1).day
+
+    return [
+      "#{date.year}/#{date.month}/#{date.day}",
+      "#{date.year}/#{end_month}/#{end_day}",
+      "Q#{(end_month / 3.0).ceil}#{date.year}",
+      Date.civil(end_month >= 12 ? date.year + 1 : date.year, end_month >= 12 ? 1 : end_month + 1, 1)
+    ]
+  end
+
+  def quarters_between(date_a, date_b)
+    if (date_a >= date_b)
+      Rails.logger.error("Invalid dates")
+      return
+    end
+
+    quarters = []
+    next_quarter = date_a
+
+    loop do
+      quarter_start, quarter_end, quarter_name, next_quarter = get_quarter(next_quarter)
+      quarters = quarters.append([ quarter_start, quarter_end, quarter_name ])
+
+      if next_quarter > date_b
+        break
+      end
+    end
+
+    quarters[-1][1] = "#{date_b.year}/#{date_b.month}/#{date_b.day}"
+    return quarters
+  end
 end

app/models/standard_loan_data_export.rb

@@ -52,7 +52,7 @@ def scope
 
   private
 
-  def object_data_as_hash(loan)
+  def object_data_as_hash(loan, _)
     {
       loan_id: loan.id,
       name: loan.name,
@@ -104,7 +104,7 @@ def header_symbols
     HEADERS
   end
 
-  def header_rows
+  def header_rows(_)
     [HEADERS.map { |h| I18n.t("standard_loan_data_exports.headers.#{h}") }]
   end
 end