educode_sales 0.1.0

data/app/views/educode_sales/plans/_monthly.html.erb

@@ -0,0 +1,302 @@
+<script type="text/html" id="monthly_Toolbar">
+  <div class="layui-btn-container">
+    <span class="table-label">月报列表</span>
+    <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add"> 添加月报</button>
+  </div>
+</script>
+<!--搜索-->
+<div class="layuimini-main edit-table" id="monthly_table_wraper">
+  <form class="layui-form layui-form-pane  edit-table" lay-filter="monthly_form_fiter">
+    <div class="layui-form-item">
+      <div class="layui-inline">
+        <label class="layui-form-label">人员</label>
+        <div class="layui-input-inline large-select">
+          <%= select_tag "staff_id", options_for_select(@staffs), { id: 'weekly_staff_id', include_blank: true} %>
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">年度</label>
+        <div class="layui-input-inline">
+          <input type="text" class="layui-input" id="monthly_year" autocomplete="off" name="year">
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">月份</label>
+        <div class="layui-input-inline large-select">
+          <input type="text" class="layui-input" id="monthly_month" autocomplete="off" name="month">
+        </div>
+      </div>
+      <div class="layui-inline">
+        <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_monthly_plan">重置
+        </button>
+        <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_monthly_plan">检索
+        </button>
+      </div>
+    </div>
+  </form>
+
+  <!--表格-->
+  <table class="layui-hide" id="monthlyTable" style="min-height: 600px;" lay-filter="monthlyTable"></table>
+</div>
+<script type="text/html" id="currentmonthlyTableBar">
+  <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>
+  <% if can? :audit, EducodeSales::SaleReport %>
+  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="audit">审查</a>
+  <% end %>
+  <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', 'rate', 'laydate', 'request'], function () {
+    var $ = layui.jquery,
+      form = layui.form,
+      laydate = layui.laydate,
+      request = layui.request,
+      table = layui.table,
+      rate = layui.rate,
+      miniPage = layui.miniPage;
+
+    laydate.render({
+      elem: '#monthly_year',
+      type: 'year'
+    });
+    laydate.render({
+      elem: '#monthly_month',
+      type: 'month'
+    });
+
+    table.render({
+      elem: '#monthlyTable',
+      url: '/educode_sales/sale_reports?clazz=month',
+      toolbar: '#monthly_Toolbar',
+      defaultToolbar: [],
+      cols: [
+        [{
+            field: 'id',
+            width: 60,
+            title: '序号'
+          },
+          {
+            field: 'staff',
+            width: 100,
+            title: '姓名'
+          },
+          {
+            field: 'finish_rate',
+            width: 100,
+            title: '完成率',
+          },
+          {
+            field: 'client',
+            width: 100,
+            title: '覆盖客户'
+          },
+          {
+            field: 'amount',
+            width: 100,
+            title: '项目金额'
+          },
+          {
+            field: 'content',
+            width: 300,
+            title: '个人总结',
+          },
+          {
+            field: 'level1_score',
+            width: 180,
+            title: '大区',
+            templet: function (d) {
+              return '<div class="star1"></div>'
+            }
+          },
+          {
+            field: 'level2_score',
+            width: 180,
+            title: '总监',
+            templet: function (d) {
+              return '<div class="star2"></div>'
+            }
+          },
+          {
+            field: 'level3_score',
+            width: 180,
+            title: '副总',
+            templet: function (d) {
+              return '<div class="star3"></div>'
+            }
+          },
+          {
+            title: '操作',
+            width: 300,
+            toolbar: '#currentmonthlyTableBar',
+            align: "center",
+            fixed: 'right'
+          }
+        ]
+      ],
+      done: function (res) {
+        $("#monthly_table_wraper .star1").each(function (i) {
+          rate.render({
+            elem: this,
+            value: res.data[i].level1_score,
+            half: true,
+            readonly: true
+          });
+        })
+        $("#monthly_table_wraper .star2").each(function (i) {
+          rate.render({
+            elem: this,
+            value: res.data[i].level2_score,
+            half: true,
+            readonly: true
+          });
+        })
+        $("#monthly_table_wraper .star3").each(function (i) {
+          rate.render({
+            elem: this,
+            value: res.data[i].level3_score,
+            half: true,
+            readonly: true
+          });
+        })
+      },
+      page: true
+    });
+
+    var sort = {},
+      search = {};
+    table.on('sort(monthlyTable)', function (obj) {
+      sort.field = obj.field;
+      sort.order = obj.type;
+      table.reload('monthlyTable', {
+        initSort: obj,
+        where: {
+          sort: sort,
+          q: search
+        }
+      });
+    })
+
+    // 监听搜索操作
+    form.on('submit(search_monthly_plan)', function (data) {
+      search = data.field
+      table.reload('monthlyTable', {
+        page: {
+          curr: 1
+        },
+        where: {
+          q: search,
+          sort: sort
+        }
+      }, 'data');
+
+      return false;
+    });
+
+    form.on('submit(reset_monthly_plan)', function (data) {
+      var field = data.field;
+      form.val('monthly_form_fiter', {
+        staff_id: '',
+        year: '',
+        month: '',
+        year: ''
+      })
+      return false;
+    });
+
+    /**
+     * toolbar事件监听
+     */
+    table.on('toolbar(monthlyTable)', function (obj) {
+      if (obj.event === 'add') { // 监听添加操作
+        var content = miniPage.getHrefContent('/educode_sales/plans/new_monthly');
+        var openWH = miniPage.getOpenWidthHeight();
+        sindex = layer.open({
+          title: '添加月报',
+          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);
+        });
+      }
+    });
+
+    table.on('tool(monthlyTable)', function (obj) {
+      var data = obj.data;
+      if (obj.event === 'edit') {
+        var content = miniPage.getHrefContent('/educode_sales/sale_reports/' + data.id + "/edit");
+        var openWH = miniPage.getOpenWidthHeight();
+        from_edit_monthly = true
+        sindex = layer.open({
+          title: '编辑月报',
+          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ID为' + data.id + " 的月报", function (index) {
+          request.delete('educode_sales/sale_reports/' + data.id, {}, function (res) {
+            layer.close(index);
+            table.reload("monthlyTable")
+          })
+        });
+      } else if (obj.event === 'show') {
+        content = miniPage.getHrefContent('/educode_sales/sale_reports/' + data.id);
+        openWH = miniPage.getOpenWidthHeight();
+        index = layer.open({
+          title: '查看月报',
+          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 === 'audit') {
+          content = miniPage.getHrefContent('/educode_sales/sale_reports/' + data.id + "/audit");
+          openWH = miniPage.getOpenWidthHeight();
+          from_source = 'monthly';
+          report_id = data.id;
+          sindex = layer.open({
+            title: '审查'+ data.staff +'的月报',
+            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;
+        }
+    });
+
+  });
+</script>

data/app/views/educode_sales/plans/_weekPlan.html.erb

@@ -0,0 +1,265 @@
+<script type="text/html" id="weekPlanToolbar">
+  <div class="layui-btn-container">
+    <span class="table-label">周计划列表</span>
+    <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add"> 添加计划</button>
+  </div>
+</script>
+<!--搜索-->
+<div class="layuimini-main edit-table" id="week_table_wraper">
+<div class="layui-form layui-form-pane  edit-table" lay-filter="week_plan_form_filter">
+  <div class="layui-form-item">
+    <div class="layui-inline">
+      <label class="layui-form-label">人员</label>
+      <div class="layui-input-inline large-select">
+        <%= select_tag "staff_id", options_for_select(@staffs), {'lay-filter': 'staff_id', include_blank: true} %>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">年度</label>
+      <div class="layui-input-inline">
+        <input type="text" class="layui-input" id="week_plan_year" autocomplete="off" name="year">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">月份</label>
+      <div class="layui-input-inline large-select">
+         <input type="text" class="layui-input" id="week_plan_month" autocomplete="off" name="month">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <button type="reset" lay-submit class="layui-btn layui-btn-primary" lay-filter="week_plan_reset">重置
+      </button>
+      <button type="submit" lay-submit class="layui-btn layui-btn-primary" lay-filter="week_plan_search">检索
+      </button>
+    </div>
+  </div>
+</div>
+
+<table class="layui-hide" id="weekPlanTable" style="min-height: 600px;" lay-filter="weekPlanTable"></table>
+</div>
+<script type="text/html" id="week_plan_currentTableBar">
+  <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 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(['form', 'table', 'miniPage', 'element', 'request', 'laydate'], function () {
+        var $ = layui.jquery,
+          form = layui.form,
+          laydate = layui.laydate,
+          request = layui.request,
+          miniPage = layui.miniPage;
+          table = layui.table
+
+        laydate.render({
+          elem: '#week_plan_year',
+          type: 'year'
+        });
+        laydate.render({
+          elem: '#week_plan_month',
+          type: 'month'
+        });
+
+        table.render({
+          elem: '#weekPlanTable',
+          url: '/educode_sales/plans?clazz=week',
+          toolbar: '#weekPlanToolbar',
+          defaultToolbar: [],
+          cols: [
+            [
+              {
+                field: 'id',
+                width: 80,
+                title: '序号'
+              },
+              {
+                field: 'staff',
+                width: 100,
+                title: '姓名'
+              },
+              {
+                field: 'business_name',
+                width: 280,
+                title: '商机名称',
+              },
+              {
+                field: 'department',
+                width: 170,
+                title: '单位'
+              },
+              {
+                field: 'school',
+                width: 170,
+                title: '部门'
+              },
+              {
+                field: 'weekly',
+                width: 100,
+                title: '周次',
+              },
+              {
+                field: 'content',
+                width: 300,
+                title: '计划内容',
+              },
+              {
+                field: 'follow_ups_count',
+                width: 100,
+                title: '跟进',
+                templet: '#show_follow'
+              },
+              {
+                field: 'finish_rate',
+                width: 100,
+                title: '完成率',
+              },
+              {
+                field: 'updated_at',
+                width: 170,
+                title: '更新时间',
+                sort: true,
+              },
+              {
+                title: '操作',
+                minWidth: 280,
+                toolbar: '#week_plan_currentTableBar',
+                align: "center",
+                fixed: 'right'
+              }
+            ]
+          ],
+          page: true,
+          skin: 'line'
+        });
+
+        var sort = {}, search = {};
+        table.on('sort(weekPlanTable)', function(obj) {
+          sort.field = obj.field;
+          sort.order = obj.type;
+          table.reload('weekPlanTable', {
+            initSort: obj,
+            where: {
+              sort: sort,
+              q: search
+            }
+          });
+        })
+
+        // 监听搜索操作
+        form.on('submit(week_plan_search)', function (data) {
+          search = data.field
+          table.reload('weekPlanTable', {
+            page: {
+              curr: 1
+            },
+            where: {q: search, sort : sort}
+          }, 'data');
+
+          return false;
+        });
+
+        form.on('submit(week_plan_reset)', function(data){
+          var field = data.field;
+            form.val('week_plan_form_filter', {staff_id: '', year: '', month: '', year: ''})
+           return false;
+        });
+
+        table.on('toolbar(weekPlanTable)', function (obj) {
+          if (obj.event === 'add') { // 监听添加操作
+            from_sales = true;
+            var content = miniPage.getHrefContent('/educode_sales/plans/new_week');
+            var openWH = miniPage.getOpenWidthHeight();
+            sindex = layer.open({
+              title: '添加计划',
+              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(sindex);
+            });
+          }
+        });
+
+
+        table.on('tool(weekPlanTable)', function (obj) {
+            var data = obj.data;
+            id = data.id
+            if (obj.event === 'delete') {
+              layer.confirm('确定删除ID为'  + id +" 的周计划", function (index) {
+                request.delete('educode_sales/plans/' + id, {}, function (res) {
+                  layer.close(index);
+                  table.reload("weekPlanTable")
+                })
+              });
+            } else if (obj.event === 'show') {
+                content = miniPage.getHrefContent('/educode_sales/plans/show_week?id='+ id);
+                openWH = miniPage.getOpenWidthHeight();
+                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);
+                });
+                return false;
+            } else if (obj.event === 'edit') {
+                plan_id = id;
+                from_sales = true;
+                content = miniPage.getHrefContent('/educode_sales/plans/edit_week?id='+ 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
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+                return false;
+            } else if (obj.event === 'show_follow') {
+              id = data.business_id
+              content = miniPage.getHrefContent('/educode_sales/businesses/show_follow?id=' + data.business_id);
+              openWH = miniPage.getOpenWidthHeight();
+              index = layer.open({
+              title: '商机列表/'+ data.business_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
+              });
+              $(window).on("resize", function () {
+                  layer.full(index);
+              });
+            }
+        });
+
+    });
+</script>