educode_sales 0.1.0

data/app/views/educode_sales/businesses/index.json.jbuilder

@@ -0,0 +1,20 @@
+json.data do
+  json.array! @businesses do |d|
+    json.id d.id
+    json.name d.name
+    json.department d.department.name
+    json.school d.department.school.name
+    json.follow_ups_count d.follow_ups_count
+    json.follow_up_id d.last_follow_up_id
+    json.teachers_count d.follow_ups.sum(:key_people_count)
+    json.clazz d.last_follow_up&.clazz&.name
+    json.stage d.last_follow_up&.stage&.name
+    json.invitation_at d.last_follow_up&.invitation_at.to_s
+    json.reception_at d.last_follow_up&.reception_at.to_s
+    json.total_amount d.last_follow_up&.total_amount
+    json.return_money d.return_money
+    json.place d.place&.name
+  end
+end
+json.code 0
+json.msg 'succcess'

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

@@ -0,0 +1,80 @@
+<div class="layui-form layuimini-form">
+   <div class="layui-form-item" style="padding: 25px">
+    <div class="layui-inline">
+      <label class="layui-form-label required">名称</label>
+      <div class="layui-input-block">
+        <input type="text" name="name" autocomplete="off" lay-verify="required" class="layui-input" style="width: 240px;">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label required">单位部门</label>
+      <div class="layui-input-block" id="add_department" style="width: 300px;"></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="create_business">提交</button>
+      </div>
+    </div>
+  </div>
+</div>
+<script>
+  layui.use(['form', 'table', 'upload', 'layer', 'laytpl', 'request', 'selectInput'], function () {
+    var form = layui.form,
+      layer = layui.layer,
+      table = layui.table,
+      laytpl = layui.laytpl,
+      request = layui.request,
+      $ = layui.$;
+    selectInput = layui.selectInput;
+
+    form.render();
+
+     var add_department = selectInput.render({
+      elem: '#add_department',
+      name: 'department', // 渲染的input的name值
+      layFilter: 'test', //同layui form参数lay-filter
+      layVerify: 'required', //同layui form参数lay-verify
+      layVerType: 'tips', // 同layui form参数lay-verType
+      layReqText: '请填写文本', //同layui form参数lay-ReqText
+      initValue: '', // 渲染初始化默认值
+      hasSelectIcon: false,
+      placeholder: '请输入头歌平台上单位部门', // 渲染的inputplaceholder值
+      data: [],
+      remoteSearch: true, // 是否启用远程搜索 默认是false，和远程搜索回调保存同步
+      remoteMethod: function (value, cb) { // 远程搜索的回调函数
+        if (!value) {
+          return cb([]);
+        }
+        request.get('educode_sales/search?type=department&q=' + value, {}, function (res) {
+          return cb(res)
+        })
+      }
+    });
+
+    // 当前弹出层，防止ID被覆盖
+    var parentIndex = layer.index;
+
+    //监听提交
+    form.on('submit(create_business)', function (data) {
+      if (add_department.getValue() == "") {
+        return layer.alert("请选择单位部门")
+      }
+      request.authPost("educode_sales/businesses", {
+        department_id: add_department.getValue(),
+        name: data.field.name
+      }, function (res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.index);
+          parent.layer.close(parent.layer.getFrameIndex(window.name))
+          parent.table.reload('businesses_table')
+        }
+      })
+
+
+      return false;
+    });
+
+  });
+</script>

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

@@ -0,0 +1,144 @@
+<h1 class="m-t-20 text-center"><%= @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;">
+        <%= @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;">
+        <%= @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, @last_follow_up&.clazz_id), 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, @last_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" name="invitation_at" autocomplete="off" id="invitation_at_add"
+          value="<%= @last_follow_up&.invitation_at%>"
+          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" name="reception_at" autocomplete="off" id="reception_at_add"
+          value="<%= @last_follow_up&.reception_at%>"
+          placeholder="请选择日期">
+      </div>
+    </div>
+    <br>
+    <div class="layui-inline">
+      <label class="layui-form-label">总额(万)</label>
+      <div class="layui-input-inline">
+        <input name="total_amount" type="number" class="layui-input" autocomplete="off"
+          value="<%= @last_follow_up&.total_amount%>">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">实额(万)</label>
+      <div class="layui-input-inline">
+        <input name="actual_amount" type="number" class="layui-input" autocomplete="off"
+          value="<%= @last_follow_up&.actual_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, @last_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="<%= @last_follow_up&.divide_rate%>">
+      </div>
+      <span style="margin-top: 10px; float:left;">%</span>
+    </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"></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"></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="add_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_add'
+      })
+
+      laydate.render({
+        elem: '#reception_at_add'
+      });
+
+      form.render();
+    
+      form.on('submit(add_follow_up)', function (data) {
+        data.field.business_id = "<%= @business.id %>";
+        request.authPost("educode_sales/follow_ups", data.field, function (res) {
+          if (res.success == false) {
+            layer.alert(res.msg)
+          } else {
+            layer.close(parent.sale_plan_index);
+            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/show_follow.html.erb

@@ -0,0 +1,466 @@
+<script type="text/html" id="toolbarDemo_follow">
+  <div class="layui-btn-container">
+    <span class="table-label">跟进记录</span>
+    <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add"> 添加跟进记录</button>
+  </div>
+</script>
+
+<table class="layui-hide" id="sale_plan_follow_table" lay-filter="sale_plan_follow_table"></table>
+<table class="layui-hide" id="unfinish_table" lay-filter="unfinish_table"></table>
+<script type="text/html" id="currentTableBar_follow">
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="show">查看</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>
+
+<!--关键人-->
+<script type="text/html" id="add_keys">
+  <a href="javascript:void(0);" lay-event="add_keys" class="layui-table-link">{{ d.teachers_count }}</a>
+</script>
+
+<!--回款计划-->
+<script type="text/html" id="edit_plan">
+  <a href="javascript:void(0);" lay-event="edit_plan" class="layui-table-link">{{ d.money_plans_count }}</a>
+</script>
+<!--未完成计划列表-->
+<script type="text/html" id="unfinish_table_tabar">
+  <div class="layui-btn-container">
+    <span class="table-label">未完成计划列表</span>
+  </div>
+</script>
+
+<script type="text/html" id="currentTableBar1234">
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="show">查看</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>
+    layui.use(['form', 'table', 'miniPage', 'element', 'request'], function () {
+      var $ = layui.jquery,
+        form = layui.form,
+        table = layui.table,
+        request = layui.request,
+        miniPage = layui.miniPage;
+
+      table.render({
+          elem: '#sale_plan_follow_table',
+          url: '/educode_sales/businesses/show_follow?id=' + parent.id ,
+          toolbar: '#toolbarDemo_follow',
+          defaultToolbar: [],
+          cols: [
+            [
+              {
+                field: 'id',
+                width: 80,
+                title: '序号'
+              },
+              {
+                field: 'created_at',
+                width: 170,
+                title: '时间',
+                sort: true
+              },
+              {
+                field: 'clazz',
+                width: 80,
+                title: '类型',
+              },
+              {
+                field: 'stage',
+                width: 120,
+                title: '阶段',
+              },
+              {
+                field: 'teachers_count',
+                width: 80,
+                title: '关键人',
+                templet: '#add_keys'
+              },
+              {
+                field: 'invitation_at',
+                width: 120,
+                title: '招标时间',
+              },
+              {
+                field: 'reception_at',
+                width: 120,
+                title: '验收时间',
+              },
+              {
+                field: 'total_amount',
+                width: 100,
+                title: '总额(万)',
+              },
+              {
+                field: 'actual_amount',
+                width: 100,
+                title: '实额(万)',
+              },
+              {
+                field: 'divide_rate',
+                width: 80,
+                title: '分成',
+              },
+              {
+                field: 'money',
+                width: 100,
+                title: '已回款(万)',
+              },
+              {
+                field: 'money_plans_count',
+                width: 120,
+                title: '回款计划',
+                templet: '#edit_plan'
+              },
+              {
+                field: 'staff',
+                width: 100,
+                title: '跟进人',
+              },
+              {
+                field: 'place',
+                width: 200,
+                title: '渠道',
+              },
+              {
+                title: '操作',
+                minWidth: 250,
+                toolbar: '#currentTableBar_follow',
+                align: "center",
+                fixed: 'right'
+              }
+            ]
+          ],
+          limits: [10, 15, 20, 25, 50, 100],
+          limit: 15,
+          page: true,
+          skin: 'line'
+      });
+
+      table.on('sort(sale_plan_follow_table)', function(obj) {
+        table.reload('sale_plan_follow_table', {
+          initSort: obj,
+          where: {
+            field: obj.field,
+            order: obj.type
+          }
+        });
+      })
+
+      table.on('toolbar(sale_plan_follow_table)', function (obj) {
+        if (obj.event === 'add') { // 监听添加操作
+          var content = miniPage.getHrefContent('/educode_sales/businesses/new_follow_record?id=' + parent.id);
+          var openWH = miniPage.getOpenWidthHeight();
+          sale_plan_index = layer.open({
+            title: '添加',
+            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) {
+              form.render('select');
+            }
+          });
+          $(window).on("resize", function () {
+              layer.full(index);
+          });
+        }
+      });
+
+      table.on('tool(sale_plan_follow_table)', function (obj) {
+          var data = obj.data;
+          follow_up_id = obj.data.id;
+          if (obj.event === 'delete') {
+              layer.confirm('确定删除序号为' + data.id + "的跟进记录", function (index) {
+                request.authDelete("educode_sales/follow_ups/" + data.id, {}, function() {
+                  obj.del();
+                  layer.close(index);
+                })
+              });
+          } else if (obj.event === 'show') { // 监听添加操作
+              var content = miniPage.getHrefContent('/educode_sales/businesses/show_follow_record?follow_up_id=' + data.id);
+              var openWH = miniPage.getOpenWidthHeight();
+              var index = layer.open({
+                title: '查看',
+                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 === 'edit') { // 监听添加操作
+            var content = miniPage.getHrefContent('/educode_sales/businesses/edit_follow_record?follow_up_id=' + data.id);
+            var  openWH = miniPage.getOpenWidthHeight();
+              sale_plan_edit_open = 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,
+                success: function (layero, index) {
+                  form.render('select');
+                }
+              });
+              $(window).on("resize", function () {
+                layer.full(sale_plan_edit_open);
+              });
+          } else if (obj.event === 'add_keys') { // 监听添加操作
+              content = miniPage.getHrefContent('/educode_sales/teachers/add_keys?follow_up_id=' + obj.data.id);
+              openWH = miniPage.getOpenWidthHeight();
+              keyindex = 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(keyindex);
+              });
+          } else if (obj.event === 'edit_plan') {
+              content = miniPage.getHrefContent('/educode_sales/businesses/edit_plan');
+              openWH = miniPage.getOpenWidthHeight();
+              plan_index = layer.open({
+                  title: '回款计划',
+                  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,
+                  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(plan_index);
+              });
+          }
+        });
+
+       // 未完成计划
+         table.render({
+            elem: '#unfinish_table',
+            url: '/educode_sales/businesses/' + parent.id + "/unfinish_plans",
+            toolbar: '#unfinish_table_tabar',
+            defaultToolbar: [],
+            cols: [
+              [
+                {
+                  field: 'id',
+                  width: 80,
+                  title: '序号'
+                },
+                {
+                  field: 'staff',
+                  width: 140,
+                  title: '姓名'
+                },
+                {
+                  field: 'month',
+                  width: 120,
+                  title: '月份',
+                },
+                {
+                  field: 'weekly',
+                  width: 120,
+                  title: '周次'
+                },
+                {
+                  field: 'content',
+                  width: 300,
+                  title: '计划内容'
+                },
+                {
+                  field: 'finish_rate',
+                  width: 100,
+                  title: '完成率',
+                },
+                {
+                  field: 'updated_at',
+                  width: 180,
+                  title: '更新时间',
+                },
+                {
+                  title: '操作',
+                  minWidth: 150,
+                  toolbar: '#currentTableBar1234',
+                  align: "center"
+                }
+              ]
+            ],
+            limits: [10, 15, 20, 25, 50, 100],
+            limit: 15,
+            page: true,
+            skin: 'line'
+        });
+        // 监听搜索操作
+        form.on('submit(data-search-btn)', function (data) {
+            var result = JSON.stringify(data.field);
+            layer.alert(result, {
+                title: '最终的搜索信息'
+            });
+
+            //执行搜索重载
+            table.reload('currentTableId', {
+                page: {
+                    curr: 1
+                },
+                where: {
+                    searchParams: result
+                }
+            }, 'data');
+
+            return false;
+        });
+
+        /**
+         * toolbar事件监听
+         */
+        table.on('toolbar(unfinish_table)', function (obj) {
+          if (obj.event === 'addWeekPlan') { // 监听添加操作
+            var content = miniPage.getHrefContent('/educode_sales/plans/new_week?business_id=' + parent.id);
+            var openWH = miniPage.getOpenWidthHeight();
+            var index = 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,
+                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 === 'addMonthPlan') { // 监听添加操作
+                var content = miniPage.getHrefContent('/educode_sales/plans/new_month?business_id=' + parent.id)
+                var openWH = miniPage.getOpenWidthHeight();
+                var index = 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,
+                    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 === 'delete') { // 监听删除操作
+                var checkStatus = table.checkStatus('currentTableId'),
+                    data = checkStatus.data;
+                layer.alert(JSON.stringify(data));
+            }
+        });
+
+        table.on('tool(unfinish_table)', function (obj) {
+          var data = obj.data;
+          plan_id = data.id;
+          if (obj.event === 'delete') {
+            layer.confirm('确定删除序号为' + data.id + "的计划", function (index) {
+              request.authDelete("educode_sales/plans/" + data.id, {}, function() {
+                obj.del();
+                layer.close(index);
+              })
+              
+            });
+          } else if (obj.event === 'show') {
+            content = miniPage.getHrefContent('/educode_sales/plans/show_week?id=' + data.id);
+            openWH = miniPage.getOpenWidthHeight();
+            index = layer.open({
+              title: data.week ? '查看周计划' : '查看月计划',
+              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(index);
+            });
+              return false;
+           } else if (obj.event === 'edit') {
+                content = miniPage.getHrefContent('/educode_sales/plans/edit_week?id=' + data.id);
+                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,
+                  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(sindex);
+                });
+                return false;
+            } 
+            // else if (obj.event === 'show_follow') {
+            //     content = miniPage.getHrefContent('/educode_sales/businesses/show_follow');
+            //     openWH = miniPage.getOpenWidthHeight();
+            //     index = layer.open({
+            //         title: 'xxxx/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>
+
+