educode_sales 0.1.0

data/app/views/educode_sales/businesses/edit_follow_record.html.erb

@@ -0,0 +1,138 @@
+<h1 class="m-t-20 text-center"><%= @follow_up.business.name %></h1>
+<div class="layui-form layuimini-form">
+  <div class="layui-form-item" style="padding: 25px">
+    <div class="layui-inline">
+      <label class="layui-form-label">单位</label>
+      <div class="layui-input-inline" style="line-height: 38px;">
+        <%= @follow_up.business.department.school.name %>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">部门</label>
+      <div class="layui-input-inline" style="line-height: 38px;">
+        <%= @follow_up.business.department.name %>
+      </div>
+    </div>
+    <br>
+    <div class="layui-inline">
+      <label class="layui-form-label required">项目类型</label>
+      <div class="layui-input-inline">
+         <%= select_tag "clazz_id", options_for_select(@clazz, @follow_up.clazz), class: 'required' %>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label required">项目阶段</label>
+      <div class="layui-input-inline">
+        <%= select_tag "stage_id", options_for_select(@stages, @follow_up.stage_id), class: 'required' %>
+      </div>
+    </div>
+    <br>
+    <div class="layui-inline">
+      <label class="layui-form-label">招标时间</label>
+      <div class="layui-input-inline">
+        <input type="text" class="layui-input" value="<%= @follow_up.invitation_at %>" name="invitation_at"
+          id="invitation_at_edit" placeholder="请选择日期">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">验收时间</label>
+      <div class="layui-input-inline">
+        <input type="text" class="layui-input" value="<%= @follow_up.reception_at %>" name="reception_at"
+          id="reception_at_edit" placeholder="请选择日期">
+      </div>
+    </div>
+    <br>
+    <div class="layui-inline">
+      <label class="layui-form-label">总额</label>
+      <div class="layui-input-inline">
+        <input name="total_amount" type="number" class="layui-input" value="<%= @follow_up.total_amount %>">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">实额</label>
+      <div class="layui-input-inline">
+         <input name="actual_amount" type="number" class="layui-input" value="<%= @follow_up.total_amount %>">
+      </div>
+    </div>
+    <br>
+    <div class="layui-inline">
+      <label class="layui-form-label">渠道</label>
+      <div class="layui-input-inline">
+        <%= select_tag "place_id", options_for_select(@places, @follow_up.place_id) %>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">分成</label>
+      <div class="layui-input-inline">
+        <input name="divide_rate" class="layui-input" value="<%= @follow_up.divide_rate%>">
+      </div>
+    </div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label required">自我小结</label>
+      <div class="layui-input-block">
+        <textarea name="description" lay-verify="required" placeholder="此处可以填写：
+1、有无预算；
+2、专业与课程发展规划、建设痛点；
+3、其他交流要点；
+4、商机是否靠谱；
+5、交流感受。
+" class="layui-textarea"><%= @follow_up.description%></textarea>
+      </div>
+    </div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">团队建议</label>
+      <div class="layui-input-block">
+        <textarea name="advise" placeholder="此处填写来自团队的好的建议，没有可不填：
+1、主管姓名，或者其他人员姓名；
+2、提供本商机的团队人员；
+3、对接策略建议；
+4、对接流程建议；
+5、商机关系资源提供等。
+" class="layui-textarea"><%= @follow_up.advise%></textarea>
+      </div>
+    </div>
+    <div class="layui-form-item m-t-20">
+      <div class="layui-input-block">
+        <button class="layui-btn layui-btn-normal" lay-submit lay-filter="update_follow_up">提交</button>
+      </div>
+    </div>
+  </div>
+</div>
+
+<script>
+  layui.use(['form', 'table', 'upload', 'layer', 'laytpl', 'request', 'laydate'], function () {
+    var form = layui.form,
+      layer = layui.layer,
+      table = layui.table,
+      laytpl = layui.laytpl,
+      request = layui.request,
+      laydate = layui.laydate,
+      $ = layui.$;
+
+    laydate.render({
+      elem: '#invitation_at_edit'
+    })
+
+    laydate.render({
+      elem: '#reception_at_edit'
+    });
+
+    form.render();
+    form.on('submit(update_follow_up)', function (data) {
+      request.authPut("educode_sales/follow_ups/<%= @follow_up.id%>", data.field, function (res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.sale_plan_edit_open);
+          parent.layer.close(parent.layer.getFrameIndex(window.name))
+          parent.table.reload('sale_plan_follow_table')
+          parent.table.reload('businesses_table')
+        }
+      })
+
+
+      return false;
+    });
+
+  });
+</script>

data/app/views/educode_sales/businesses/edit_plan.html.erb

@@ -0,0 +1,172 @@
+<%= Gon::Base.render_data %>
+<div class="layuimini-main edit-table">
+  <div class="layui-form layuimini-form" lay-filter="teacher_form">
+    <fieldset class="table-search-fieldset">
+      <legend>添加回款计划</legend>
+      <div class="layui-form-item">
+        <div class="layui-input-inline" style="width: 300px;">
+          <label class="layui-form-label required">回款时间</label>
+          <div class="layui-input-block" style="width: 190px;">
+            <input type="text" class="layui-input" name="date_at" autocomplete="off" lay-verify="required"
+              id="money_date_at">
+          </div>
+        </div>
+        <div class="layui-input-inline" style="width: 300px;">
+          <label class="layui-form-label required">回款金额(万)</label>
+          <div class="layui-input-block">
+            <input type="number" name="amount" autocomplete="off" lay-verify="required" lay-reqtext="回款金额不能为空"
+              placeholder="请输入回款金额" value="" class="layui-input" id="return_money_amount">
+          </div>
+        </div>
+        <div class="layui-input-inline" style="width: 300px;" id="professional_title_div">
+          <label class="layui-form-label required">状态</label>
+          <div class="layui-input-block">
+            <%= select_tag "clazz", options_for_select(['未完成', '已完成']), class: 'required' %>
+          </div>
+        </div>
+      </div>
+      <div class="layui-form-item">
+        <div class="layui-input-block">
+          <button class="layui-btn layui-btn-normal" lay-submit lay-filter="add_return_money">提交</button>
+        </div>
+      </div>
+    </fieldset>
+
+  </div>
+  <h4 class="m-t-10">回款列表</h4>
+  <table class="layui-hide" id="return_money_list" style="min-height: 300px;" lay-filter="return_money_list"></table>
+</div>
+
+<script type="text/html" id="return_money_select">
+  <div class="layui-input-block table-select">
+    <select name="sex" lay-filter="return_money_select">
+      {{# layui.each(['未完成', '已完成'], function(i, data) { }}
+      {{# if (data == d.clazz) { }}
+      <option value="{{data}}" selected="{{d.clazz}}">{{data}}</option>
+      {{# } else { }}
+      <option value="{{data}}">{{data}}</option>
+      {{# }}}
+      {{# }) }}
+    </select>
+  </div>
+</script>
+<script type="text/html" id="return_date_input">
+  <div class="layui-input-block table-select">
+    <input type="text" class="layui-input date" name="date_at" autocomplete="off" placeholder="请选择生日">
+  </div>
+</script>
+<script type="text/html" id="return_money_tabar">
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">保存</a>
+  <a class="layui-btn layui-btn-danger layui-btn-xs data-count-edit" lay-event="delete">删除</a>
+</script>
+<script>
+  layui.use(['form', 'table', 'upload', 'laytpl', 'request', 'laydate'], function () {
+    var form = layui.form,
+      layer = layui.layer,
+      table = layui.table,
+      laytpl = layui.laytpl,
+      laydate = layui.laydate,
+      request = layui.request,
+      $ = layui.$;
+
+    form.render();
+    laydate.render({
+      elem: '#money_date_at'
+    })
+
+    //监听提交
+    form.on('submit(add_return_money)', function (data) {
+      request.authPost("educode_sales/follow_ups/" + parent.follow_up_id + "/add_money", data.field, function (
+        res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.plan_index);
+          parent.table.reload('sale_plan_follow_table');
+          parent.table.reload('businesses_table');
+        }
+      })
+      return false;
+    });
+
+    table.render({
+      elem: '#return_money_list',
+      url: '/educode_sales/follow_ups/' + parent.follow_up_id + '/money_plans',
+      cols: [
+        [{
+          field: 'id',
+          width: 80,
+          title: 'ID',
+          sort: true
+        }, {
+          field: 'date_at',
+          width: 200,
+          title: '回款时间',
+          templet: function (d) {
+            return '<input type="text" class="layui-input layui-input-date" value="' + (d.date_at ||
+              '') + '" autocomplete="off">'
+          }
+        }, {
+          field: 'amount',
+          width: 200,
+          title: '回款金额',
+          edit: true
+        },  {
+          field: 'clazz',
+          width: 190,
+          title: '状态',
+          templet: "#return_money_select"
+        }, {
+          title: '操作',
+          minWidth: 170,
+          toolbar: '#return_money_tabar'
+        }]
+      ],
+      page: true,
+      done: function (res) {
+        $(".layui-input-date").each(function (i) {
+          layui.laydate.render({
+            elem: this,
+            format: "yyyy-MM-dd",
+            done: function (value, date) {
+              if (res && res.data[i]) {
+                $.extend(res.data[i], {
+                  'date_at': value || ''
+                })
+              }
+            }
+          })
+        })
+      }
+    });
+    var clazz;
+    form.on("select(return_money_select)", function (obj) {
+      clazz = obj.value
+    })
+
+    table.on('tool(return_money_list)', function (obj) {
+      var data = obj.data;
+      data.clazz = clazz;
+      data.plan_id = obj.data.id
+      if (obj.event === 'edit') {
+        request.authPut('educode_sales/follow_ups/' + parent.follow_up_id + "/update_money", data,
+          function (res) {
+            if (res.success) {
+              table.reload('return_money_list')
+            } else {
+              layer.alert(res.msg)
+            }
+
+          })
+      } else if (obj.event == 'delete') {
+        layer.confirm('确定删除回款金额为' + data.amount + "的计划", function (index) {
+          request.delete('educode_sales/follow_ups/' + parent.follow_up_id + "/delete_money?plan_id=" + data.id, {}, function (res) {
+            layer.close(index);
+            table.reload("return_money_list")
+          })
+        });
+      }
+    });
+
+  });
+</script>

data/app/views/educode_sales/businesses/index.html.erb

@@ -0,0 +1,364 @@
+<div class="edit-table">
+  <div style="margin: 10px 10px 10px 10px">
+    <form class="layui-form layui-form-pane" lay-filter="search_form">
+      <div class="layui-form-item">
+        <div class="layui-inline">
+          <label class="layui-form-label">商机名称</label>
+          <div class="layui-input-inline">
+            <input type="text" name="name" autocomplete="off" class="layui-input">
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">单位</label>
+          <div class="layui-input-inline">
+            <input type="text" name="department" autocomplete="off" class="layui-input">
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">销售人员</label>
+          <div class="layui-input-inline">
+            <%= select_tag "staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">项目类型</label>
+          <div class="layui-input-inline">
+            <%= select_tag "business_type", options_for_select(EducodeSales::Common.where(clazz: 'business_type').pluck(:name, :id), params[:clazz_id]), { 'lay-filter': 'clazz_id', include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline m-t-10">
+          <label class="layui-form-label">项目阶段</label>
+          <div class="layui-input-inline">
+            <%= select_tag "business_step", options_for_select(EducodeSales::Common.where(clazz: 'business_step').pluck(:name, :id)), { include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">渠道名称</label>
+          <div class="layui-input-inline">
+            <%= select_tag "place_id", options_for_select(EducodeSales::Place.pluck(:name, :id)), { include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">区域</label>
+          <div class="layui-input-inline">
+            <%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name, :id)), { include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">起止时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="date" name="date" placeholder=" - ">
+          </div>
+        </div>
+        <div class="layui-form-item m-t-10">
+          <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_business_search">重置
+          </button>
+          <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness">搜索
+          </button>
+        </div>
+      </div>
+    </form>
+  </div>
+
+  <table class="layui-hide" id="businesses_table" lay-filter="businesses_table"></table>
+</div>
+<script type="text/html" id="bussinessBar">
+  <div class="layui-btn-container">
+    <span class="table-label">商机列表</span>
+    <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add"> 添加商机</button>
+  </div>
+</script>
+<script type="text/html" id="currentTableBar">
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="addWeek">添加周计划</a>
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="addMonth">添加月计划</a>
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">编辑</a>
+  <a class="layui-btn layui-btn-xs layui-btn-danger data-count-delete" lay-event="delete">删除</a>
+</script>
+<script type="text/html" id="show_keys">
+  <a href="javascript:void(0);" lay-event="show_keys" class="layui-table-link">{{ d.teachers_count }}</a>
+</script>
+<script type="text/html" id="show_follow">
+  <a href="javascript:void(0);" lay-event="show_follow" class="layui-table-link">{{ d.follow_ups_count }}</a>
+</script>
+
+
+<script>
+    layui.use('laydate', function () {
+        var laydate = layui.laydate;
+        //执行一个laydate实例
+        laydate.render({
+            elem: '#date',
+            range: true //或 range: '~' 来自定义分割字符
+        });
+    })
+
+    layui.use(['form', 'table', 'miniPage', 'element', 'request'], function () {
+        var $ = layui.jquery,
+            form = layui.form,
+            request = layui.request,
+            miniPage = layui.miniPage;
+
+        table = layui.table;
+        table.render({
+            elem: '#businesses_table',
+            url: '/educode_sales/businesses',
+            where: {q: form.val('search_form')},
+            toolbar: '#bussinessBar',
+            defaultToolbar: [],
+            cols: [
+                [
+                    {
+                        field: 'id',
+                        width: 60,
+                        title: '序号',
+                    },
+                    {
+                        field: 'name',
+                        width: 170,
+                        title: '名称'
+                    },
+                    {
+                        field: 'school',
+                        width: 200,
+                        title: '单位',
+                    },
+                    {
+                        field: 'department',
+                        width: 140,
+                        title: '部门'
+                    },
+                    {
+                        field: 'follow_ups_count',
+                        title: '跟进',
+                        width: 60,
+                        templet: '#show_follow'
+                    },
+                    {
+                        field: 'teachers_count',
+                        width: 100,
+                        title: '关键人',
+                        templet: '#show_keys'
+
+                    },
+                    {
+                        field: 'clazz',
+                        width: 80,
+                        title: '类型'
+                    },
+                    {
+                        field: 'stage',
+                        width: 100,
+                        title: '阶段'
+                    },
+                    {
+                        field: 'invitation_at',
+                        width: 120,
+                        title: '招标时间',
+                        sort: true
+                    },
+                    {
+                        field: 'reception_at',
+                        width: 120,
+                        title: '验收时间',
+                        sort: true
+                    },
+                    {
+                        field: 'total_amount',
+                        width: 100,
+                        title: '总额(万)',
+                        sort: true
+                    },
+                    {
+                        field: 'return_money',
+                        width: 100,
+                        title: '回款(万)',
+                        sort: true
+                    },
+                    {
+                        field: 'place',
+                        width: 110,
+                        title: '渠道'
+                    },
+                    {
+                        title: '操作',
+                        minWidth: 300,
+                        toolbar: '#currentTableBar',
+                        align: "center",
+                        fixed: 'right'
+                    }
+                ]
+            ],
+            page: true,
+            skin: 'line'
+        });
+
+        var sort = {}, search = {};
+        table.on('sort(businesses_table)', function (obj) {
+            sort.field = obj.field;
+            sort.order = obj.type;
+            table.reload('businesses_table', {
+                initSort: obj,
+                where: {
+                    sort: sort,
+                    q: search
+                }
+            });
+        })
+
+        // 监听搜索操作
+        form.on('submit(search_bussiness)', function (data) {
+            console.log(search);
+            search = data.field
+            table.reload('businesses_table', {
+                page: {
+                    curr: 1
+                },
+                where: {q: search, sort: sort}
+            }, 'data');
+
+            return false;
+        });
+
+        form.on('submit(reset_business_search)', function (data) {
+            var field = data.field;
+            form.val('search_form', {
+                name: '', department: '', staff_id: '', business_type: '', business_step: '',
+                place_id: '', date: '', area: ''
+            })
+            return false;
+        });
+
+        /**
+         * toolbar事件监听
+         */
+        table.on('toolbar(businesses_table)', function (obj) {
+            if (obj.event === 'add') { // 监听添加操作
+                var content = miniPage.getHrefContent('/educode_sales/businesses/new');
+                var openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '添加商机',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'delete') { // 监听删除操作
+                var checkStatus = table.checkStatus('currentTableId'),
+                    data = checkStatus.data;
+                layer.alert(JSON.stringify(data));
+            }
+        });
+
+        table.on('tool(businesses_table)', function (obj) {
+            var data = obj.data;
+            id = data.id
+            if (obj.event === 'edit') {
+                var content = miniPage.getHrefContent('/educode_sales/businesses/' + id + '/edit');
+                var openWH = miniPage.getOpenWidthHeight();
+                sindex = layer.open({
+                    title: '编辑',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+                return false;
+            } else if (obj.event === 'delete') {
+                layer.confirm('确定删除' + data.name, function (index) {
+                    request.delete('educode_sales/businesses/' + data.id, {}, function (res) {
+                        layer.close(index);
+                        table.reload("businesses_table")
+                    })
+                });
+            } else if (obj.event === 'addWeek') {
+                var content = miniPage.getHrefContent('/educode_sales/plans/new_week?business_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+
+                sindex = layer.open({
+                    title: '添加周计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+            } else if (obj.event === 'addMonth') {
+                var content = miniPage.getHrefContent('/educode_sales/plans/new_month?business_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+                sindex = layer.open({
+                    title: '添加月计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+
+            } else if (obj.event === 'show_keys') {
+                follow_up_id = obj.data.follow_up_id;
+                content = miniPage.getHrefContent('/educode_sales/businesses/show_keys');
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '关键人',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'show_follow') {
+                content = miniPage.getHrefContent('/educode_sales/businesses/show_follow?id=' + id);
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '商机列表/' + data.name + '的跟进记录',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }
+        });
+
+    });
+</script>