educode_sales 0.1.0

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

@@ -0,0 +1,74 @@
+<form class="layui-form " action="">
+  <div class="layui-form-item" style="padding: 25px">
+    <div class="layui-inline">
+      <label class="layui-form-label">月份</label>
+      <div class="layui-input-inline">
+        <input type="text" class="layui-input" id="edit_month_plan_month" autocomplete="off" name="month">
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">商机</label>
+      <div class="layui-input-inline">
+        <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
+      </div>
+    </div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">计划内容</label>
+      <div class="layui-input-block">
+        <textarea name="content" placeholder="简要填写具体的营销计划，例如：
+1、推动xx老师用起来；
+2、与xx老师介绍一下我们的方案；
+3、与xx领导深度沟通一下，以获取到关键建设规划信息等等。" class="layui-textarea"><%= @sale_plan.content %></textarea>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">完成率</label>
+      <div class="layui-input-inline">
+        <%= select_tag "finish_rate", options_for_select(@finish_rates, @sale_plan.finish_rate) %>
+      </div>
+    </div>
+    <div class="layui-form-item m-t-20">
+      <div class="layui-input-block">
+        <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="update_smonth_sale_plan">提交</button>
+      </div>
+    </div>
+  </div>
+</form>
+<script>
+  layui.use(['form', 'table', 'laytpl', 'request', 'laydate'], function () {
+    var form = layui.form,
+      layer = layui.layer,
+      laydate = layui.laydate
+      table = layui.table,
+      request = layui.request,
+      $ = layui.$;
+
+    laydate.render({
+      elem: '#edit_month_plan_month',
+      value: "<%= @sale_plan.month.strftime('%Y-%m')%>",
+      type: 'month'
+    });
+    form.render();
+
+    form.on('submit(update_smonth_sale_plan)', function (data) {
+      request.authPut("educode_sales/plans/" + parent.plan_id, data.field, function (res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.sindex);
+          parent.layer.close(parent.layer.getFrameIndex(window.name))
+          if (parent.from_sales) {
+            parent.table.reload('monthPlanTable')
+          } else if (from_monthly) {
+            parent.table.reload('newmonthlyTable')
+          } else {
+            parent.table.reload('unfinish_table')
+          }
+          
+        }
+      })
+      return false;
+    });
+
+  });
+</script>

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

@@ -0,0 +1,179 @@
+<script type="text/html" id="editMonthlyToolbar">
+  <div class="layui-btn-container">
+    <span class="table-label">月计划列表</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>
+<form class="layui-form layui-form-pane" action="">
+  <div class="layui-form-item">
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label>完成率:</label>
+      <span>80%</span>
+    </div>
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label style="margin-left: 100px">覆盖客户:</label>
+      <span>5</span>
+    </div>
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label style="margin-left: 100px">项目金额:</label>
+      <span>128万</span>
+    </div>
+  </div>
+  <div class="layui-form-item" style="margin-left: 18px">
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">个人总结</label>
+      <div class="layui-input-block">
+        <textarea name="desc" placeholder="此处填写要点：
+1、一句话概括本周工作的主要成效和主要挫折；
+2、补充说明收获、经验；
+3、补充说明需要上级解决的问题和挑战。" class="layui-textarea"></textarea>
+      </div>
+    </div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">大区意见</label>
+      <div class="layui-input-block">
+        <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" class="layui-textarea"></textarea>
+      </div>
+    </div>
+    <div id="weekStar4"></div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">总监意见</label>
+      <div class="layui-input-block">
+        <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" class="layui-textarea"></textarea>
+      </div>
+    </div>
+    <div id="weekStar5"></div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">副总意见</label>
+      <div class="layui-input-block">
+        <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" class="layui-textarea"></textarea>
+      </div>
+    </div>
+    <div id="weekStar6"></div>
+    <br>
+    <div class="layui-inline">
+      <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="data-reset-btn" style="margin-left: 18px">提交
+      </button>
+      <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="data-search-btn">取消
+      </button>
+    </div>
+  </div>
+</form>
+
+<!--表格-->
+<table class="layui-hide" id="editMonthlyTable" lay-filter="currentEditMonthly"></table>
+<script type="text/html" id="currentEditMonthly">
+  <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(['rate', 'table'], function () {
+        var rate = layui.rate;
+        table = layui.table
+        rate.render({
+            elem: '#weekStar4'
+            , half: true
+        })
+        rate.render({
+            elem: '#weekStar5'
+            , half: true
+        })
+        rate.render({
+            elem: '#weekStar6'
+            , half: true
+        })
+    })
+
+
+    table.render({
+        elem: '#editMonthlyTable',
+        // url: 'api/table.json',
+        toolbar: '#editMonthlyToolbar',
+        defaultToolbar: [],
+        cols: [
+            [
+                {
+                    field: 'id',
+                    width: 80,
+                    title: '序号'
+                },
+                {
+                    field: 'username',
+                    width: 100,
+                    title: '姓名'
+                },
+                {
+                    field: 'chance',
+                    width: 300,
+                    title: '商机名称',
+                },
+                {
+                    field: 'company',
+                    width: 100,
+                    title: '单位'
+                },
+                {
+                    field: 'dep',
+                    width: 100,
+                    title: '部门'
+                },
+                {
+                    field: 'week',
+                    width: 100,
+                    title: '周次',
+                },
+                {
+                    field: 'plan',
+                    width: 300,
+                    title: '计划内容',
+                },
+                {
+                    field: 'follow',
+                    width: 100,
+                    title: '跟进',
+                },
+                {
+                    field: 'rate',
+                    width: 100,
+                    title: '完成率',
+                },
+                {
+                    field: 'updateTime',
+                    width: 150,
+                    title: '更新时间',
+                    sort: true,
+                },
+                {
+                    title: '操作',
+                    minWidth: 150,
+                    toolbar: '#currentEditMonthly',
+                    align: "center"
+                }
+            ]
+        ],
+        data: [{
+            "id": "1",
+            "username": "丁亚莲",
+            "chance": "人工智能实验室建设",
+            "company": "中南大学",
+            "dep": "计算机学院",
+            "week": "2021-33周",
+            "plan": "对接决策人",
+            "follow": "120",
+            "rate": "100%",
+            "updateTime": "2021-07-27",
+        }],
+        limits: [10, 15, 20, 25, 50, 100],
+        limit: 15,
+        page: true,
+        skin: 'line'
+    });
+</script>
+<style>
+    .layui-form-item {
+        margin-bottom: 0px;
+    }
+
+</style>

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

@@ -0,0 +1,81 @@
+<div class="layui-form layuimini-form">
+  <div class="layui-form-item" style="padding: 25px">
+    <div class="layui-inline">
+      <label class="layui-form-label">月份</label>
+      <div class="layui-input-inline">
+          <%= select_tag "month", options_for_select(@months, @sale_plan.month.strftime("%Y-%m")), class: 'required' %>
+      </div>
+    </div>
+    <% if @sale_plan.weekly.present? %>
+    <div class="layui-inline">
+      <label class="layui-form-label">周次</label>
+      <div class="layui-input-inline">
+        <%= select_tag "weekly", options_for_select(@weeks, @sale_plan.weekly), class: 'required' %>
+      </div>
+    </div>
+    <% end %>
+    <div class="layui-inline">
+      <label class="layui-form-label">商机</label>
+      <div class="layui-input-inline">
+        <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
+      </div>
+    </div>
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">计划内容</label>
+      <div class="layui-input-block">
+        <textarea name="content" placeholder="简要填写具体的营销计划，例如：
+1、推动xx老师用起来；
+2、与xx老师介绍一下我们的方案；
+3、与xx领导深度沟通一下，以获取到关键建设规划信息等等。" class="layui-textarea"><%= @sale_plan.content %></textarea>
+      </div>
+    </div>
+    <div class="layui-inline">
+      <label class="layui-form-label">完成率</label>
+      <div class="layui-input-inline">
+        <%= select_tag "finish_rate", options_for_select(@finish_rates, @sale_plan.finish_rate) %>
+      </div>
+    </div>
+  
+    <div class="layui-form-item m-t-20">
+      <div class="layui-input-block">
+        <button type="submit" class="layui-btn layui-btn-normal" lay-submit
+          lay-filter="update_sale_plan">提交</button>
+      </div>
+    </div>
+  </div>
+</div>
+
+<script>
+  layui.use(['form', 'table', 'laytpl', 'request'], function () {
+    var form = layui.form,
+      layer = layui.layer,
+      table = layui.table,
+      request = layui.request,
+      $ = layui.$;
+
+    form.render();
+
+    form.on('submit(update_sale_plan)', function (data) {
+      request.authPut("educode_sales/plans/" + parent.plan_id, data.field, function (res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.sindex);
+          parent.layer.close(parent.layer.getFrameIndex(window.name))
+          if (parent.from_sales) {
+            parent.table.reload('weekPlanTable')
+          } else {
+            parent.table.reload('unfinish_table')
+          }
+          
+        }
+      })
+      return false;
+    });
+
+    form.on('submit(cancel_add_week)', function (data) {
+      layer.closeAll();
+      return false;
+    });
+  });
+</script>

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

@@ -0,0 +1,238 @@
+<script type="text/html" id="newWeeklyToolbar">
+  <div class="layui-btn-container">
+    <span class="table-label">本周计划列表</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>
+<form class="layui-form layui-form-pane">
+  <div class="layui-form-item">
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label>完成率:</label>
+      <span><%= @sale_report.finish_rate %></span>
+      <%= hidden_field_tag 'finish_rate', @sale_report.finish_rate, {id: 'eitweekly_rate_hide'} %>
+    </div>
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label style="margin-left: 100px">覆盖客户:</label>
+      <span><%= @sale_report.client%></span>
+      <%= hidden_field_tag 'client', @sale_report.client, {id: 'weekly_client_hide'} %>
+    </div>
+    <div class="layui-inline" style="margin:18px; font-weight: bold">
+      <label style="margin-left: 100px">项目金额:</label>
+      <span><%= @sale_report.amount %>万</span>
+      <%= hidden_field_tag 'amount', @sale_report.amount, {id: 'weekly_amount_hide'} %>
+    </div>
+  </div>
+  <div class="layui-form-item" style="margin-left: 18px">
+    <div class="layui-form-item layui-form-text">
+      <label class="layui-form-label">个人总结</label>
+      <div class="layui-input-block">
+        <textarea name="content" placeholder="此处填写要点：
+1、一句话概括本周工作的主要成效和主要挫折；
+2、补充说明收获、经验；
+3、补充说明需要上级解决的问题和挑战。" class="layui-textarea"><%= @sale_report.content %></textarea>
+      </div>
+    </div>
+    <div class="layui-inline m-t-10">
+      <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="add_weekly_report"
+        style="margin-left: 18px">提交
+      </button>
+    </div>
+  </div>
+</form>
+
+<!--表格-->
+<table class="layui-hide" id="newWeeklyTable" lay-filter="newWeeklyTable"></table>
+<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 type="text/html" id="currentWeekly">
+  <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(['rate', 'table', 'request', 'form', 'miniPage', 'jquery'], function () {
+    var rate = layui.rate,
+      form = layui.form,
+      $ = layui.jquery,
+      miniPage = layui.miniPage,
+      request = layui.request;
+    table = layui.table;
+
+
+    form.on('submit(add_weekly_report)', function (data) {
+      request.authPost("educode_sales/sale_reports", data.field, function (res) {
+        if (res.success == false) {
+          layer.alert(res.msg)
+        } else {
+          layer.close(parent.sindex);
+          parent.layer.close(parent.layer.getFrameIndex(window.name))
+          parent.table.reload('newWeeklyTable');
+          layer.alert('添加成功')
+        }
+      })
+      return false;
+    });
+
+    table.render({
+      elem: '#newWeeklyTable',
+      url: '/educode_sales/plans/my_week',
+      toolbar: '#newWeeklyToolbar',
+      defaultToolbar: [],
+      cols: [
+        [{
+            field: 'id',
+            width: 60,
+            title: '序号'
+          },
+          {
+            field: 'staff',
+            width: 120,
+            title: '姓名'
+          },
+          {
+            field: 'business_name',
+            width: 270,
+            title: '商机名称',
+          },
+          {
+            field: 'school',
+            width: 200,
+            title: '单位'
+          },
+          {
+            field: 'department',
+            width: 190,
+            title: '部门'
+          },
+          {
+            field: 'weekly',
+            width: 100,
+            title: '周次',
+          },
+          {
+            field: 'follow_ups_count',
+            width: 100,
+            title: '跟进',
+            templet: '#show_follow'
+          },
+          {
+            field: 'finish_rate',
+            width: 100,
+            title: '完成率',
+          },
+          {
+            field: 'content',
+            width: 300,
+            title: '计划内容',
+          },
+          {
+            field: 'updated_at',
+            width: 170,
+            title: '更新时间',
+            sort: true,
+          },
+          {
+            title: '操作',
+            minWidth: 190,
+            toolbar: '#currentWeekly',
+            align: "center",
+            fixed: 'right'
+          }
+        ]
+      ],
+      page: true
+    });
+
+    table.on('toolbar(newWeeklyTable)', function (obj) {
+      if (obj.event === 'add') { // 监听添加操作
+        from_weekly = 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(newWeeklyTable)', 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("newWeeklyTable")
+          })
+        });
+      } 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>