educode_sales 0.4.6 → 0.5.0

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Files changed (61) hide show
  1. checksums.yaml +4 -4
  2. data/app/controllers/educode_sales/businesses_controller.rb +74 -2
  3. data/app/controllers/educode_sales/follow_ups_controller.rb +1 -1
  4. data/app/controllers/educode_sales/home_controller.rb +4 -0
  5. data/app/controllers/educode_sales/operation_plans_controller.rb +16 -4
  6. data/app/controllers/educode_sales/operation_reports_controller.rb +6 -0
  7. data/app/controllers/educode_sales/operations_controller.rb +1 -1
  8. data/app/controllers/educode_sales/plans_controller.rb +29 -13
  9. data/app/controllers/educode_sales/sale_reports_controller.rb +6 -0
  10. data/app/controllers/educode_sales/sale_trends_controller.rb +8 -7
  11. data/app/controllers/educode_sales/sales_controller.rb +2 -2
  12. data/app/controllers/educode_sales/upload_files_controller.rb +105 -0
  13. data/app/models/educode_sales/common.rb +4 -0
  14. data/app/models/educode_sales/sale_plan.rb +1 -0
  15. data/app/views/educode_sales/activities/show_teachers.html.erb +16 -16
  16. data/app/views/educode_sales/businesses/edit_follow_record.html.erb +15 -0
  17. data/app/views/educode_sales/businesses/file.html.erb +154 -0
  18. data/app/views/educode_sales/businesses/index.html.erb +62 -10
  19. data/app/views/educode_sales/businesses/index.json.jbuilder +3 -1
  20. data/app/views/educode_sales/businesses/new_follow_record.html.erb +17 -0
  21. data/app/views/educode_sales/businesses/show_follow.html.erb +49 -12
  22. data/app/views/educode_sales/businesses/show_follow.json.jbuilder +3 -0
  23. data/app/views/educode_sales/businesses/show_follow_record.html.erb +80 -2
  24. data/app/views/educode_sales/businesses/time_line.html.erb +62 -0
  25. data/app/views/educode_sales/businesses/upload_file.html.erb +43 -0
  26. data/app/views/educode_sales/home/search_operation_teacher.json.jbuilder +12 -0
  27. data/app/views/educode_sales/operation_plans/_monthPlan.html.erb +7 -7
  28. data/app/views/educode_sales/operation_plans/_monthly.html.erb +8 -8
  29. data/app/views/educode_sales/operation_plans/_weekPlan.html.erb +8 -8
  30. data/app/views/educode_sales/operation_plans/_weekly.html.erb +9 -9
  31. data/app/views/educode_sales/operation_plans/edit_month.html.erb +6 -6
  32. data/app/views/educode_sales/operation_plans/edit_week.html.erb +7 -7
  33. data/app/views/educode_sales/operation_plans/new_month.html.erb +50 -4
  34. data/app/views/educode_sales/operation_plans/new_monthly.html.erb +12 -0
  35. data/app/views/educode_sales/operation_plans/new_week.html.erb +48 -5
  36. data/app/views/educode_sales/operation_plans/new_weekly.html.erb +12 -0
  37. data/app/views/educode_sales/operation_reports/audit.html.erb +22 -10
  38. data/app/views/educode_sales/operation_reports/edit.html.erb +22 -10
  39. data/app/views/educode_sales/operation_reports/show.html.erb +22 -10
  40. data/app/views/educode_sales/plans/_monthPlan.html.erb +8 -8
  41. data/app/views/educode_sales/plans/_monthly.html.erb +7 -7
  42. data/app/views/educode_sales/plans/_weekPlan.html.erb +7 -7
  43. data/app/views/educode_sales/plans/_weekly.html.erb +8 -8
  44. data/app/views/educode_sales/plans/edit_month.html.erb +7 -7
  45. data/app/views/educode_sales/plans/edit_week.html.erb +8 -8
  46. data/app/views/educode_sales/plans/new_month.html.erb +2 -2
  47. data/app/views/educode_sales/plans/new_monthly.html.erb +18 -6
  48. data/app/views/educode_sales/plans/new_week.html.erb +3 -3
  49. data/app/views/educode_sales/plans/new_weekly.html.erb +19 -7
  50. data/app/views/educode_sales/sale_reports/audit.html.erb +20 -8
  51. data/app/views/educode_sales/sale_reports/edit.html.erb +20 -8
  52. data/app/views/educode_sales/sale_reports/show.html.erb +15 -3
  53. data/app/views/educode_sales/sale_trends/trends.html.erb +6 -6
  54. data/app/views/educode_sales/teachers/index.html.erb +2 -2
  55. data/app/views/educode_sales/teachers/show_follow.html.erb +10 -4
  56. data/app/views/educode_sales/upload_files/index.json.jbuilder +13 -0
  57. data/app/views/layouts/educode_sales/application.html.erb +4 -1
  58. data/config/routes.rb +13 -0
  59. data/db/migrate/20211102085743_add_bidded_date_educode_sales_follow_ups.rb +6 -0
  60. data/lib/educode_sales/version.rb +1 -1
  61. metadata +9 -2
@@ -1,5 +1,12 @@
1
+ <h1 class="m-t-20 text-center">报告人员:<%=@name %></h1>
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  <form class="layui-form layui-form-pane" action="" style="padding-right: 20px">
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- <div class="layui-form-item">
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+ <div class="layui-form-item" style="margin-bottom: 0">
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+ <div class="layui-inline" style="margin:18px; font-weight: bold">
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+ <label>负责区域:</label>
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+ <span><%= @area%></span>
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+ </div>
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+ </div>
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+ <div class="layui-form-item" style="margin-bottom: 0">
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  <div class="layui-inline" style="margin:18px; font-weight: bold">
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  <label>完成率:</label>
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  <span><%= @sale_report.finish_rate %>%</span>
@@ -9,6 +16,11 @@
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  <label style="margin-left: 100px">运营教师:</label>
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  <span><%= @sale_report.client%></span>
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  </div>
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+ <div class="layui-inline" style="margin:18px; font-weight: bold">
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+ <label style="margin-left: 100px">提交时间:</label>
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+ <span><%= @sale_report.created_at %></span>
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+ <%= hidden_field_tag 'amount', @total_amount, {id: 'monthly_amount_hide'} %>
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+ </div>
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  </div>
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  <div class="layui-form-item" style="margin-left: 18px">
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  <div class="layui-form-item layui-form-text">
@@ -153,32 +165,32 @@
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  cols: [
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  [{
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  field: 'id',
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- width: 80,
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+ width: 60,
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  title:'序号',type: 'numbers',
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 80,
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  title: '姓名'
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  },
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  {
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  field: 'teacher_name',
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- width: 100,
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+ width: 120,
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  title: '教师姓名',
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  },
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  {
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  field: 'school',
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- width: 100,
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+ width: 170,
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  title: '单位'
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  },
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  {
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  field: 'department',
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- width: 100,
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+ width: 170,
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  title: '部门'
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  },
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  {
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  field: 'week',
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- width: 100,
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+ width: 80,
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  title: '周次',
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  },
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  {
@@ -188,18 +200,18 @@
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  },
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  {
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  field: 'count',
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- width: 100,
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+ width: 80,
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  title: '跟进',
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  templet: '#show_follow_audit'
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  },
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  {
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  field: 'rate',
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- width: 100,
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+ width: 80,
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  title: '完成率',
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  },
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  {
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  field: 'updated_at',
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- width: 190,
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+ width: 170,
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  title: '更新时间',
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  sort: true,
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  },
@@ -9,8 +9,15 @@
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  {{# } }}
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  </div>
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  </script>
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+ <h1 class="m-t-20 text-center">报告人员:<%=@name %></h1>
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  <form class="layui-form layui-form-pane" style="padding-right: 20px">
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- <div class="layui-form-item">
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+ <div class="layui-form-item" style="margin-bottom: 0">
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+ <div class="layui-inline" style="margin:18px; font-weight: bold">
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+ <label>负责区域:</label>
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+ <span><%= @area%></span>
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+ </div>
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+ </div>
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+ <div class="layui-form-item" style="margin-bottom: 0">
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  <div class="layui-inline" style="margin:18px; font-weight: bold">
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  <label>完成率:</label>
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  <span><%= @sale_report.finish_rate %>%</span>
@@ -19,6 +26,11 @@
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  <label style="margin-left: 100px">运营教师:</label>
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  <span><%= @sale_report.client%></span>
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  </div>
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+ <div class="layui-inline" style="margin:18px; font-weight: bold">
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+ <label style="margin-left: 100px">提交时间:</label>
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+ <span><%= @sale_report.created_at %></span>
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+ <%= hidden_field_tag 'amount', @total_amount, {id: 'monthly_amount_hide'} %>
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+ </div>
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  </div>
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  <div class="layui-form-item" style="margin-left: 18px">
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  <div class="layui-form-item layui-form-text">
@@ -85,32 +97,32 @@
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  cols: [
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  [{
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  field: 'id',
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- width: 80,
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+ width: 60,
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  title:'序号',type: 'numbers',
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 80,
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  title: '姓名'
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  },
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  {
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  field: 'teacher_name',
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- width: 100,
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+ width: 120,
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  title: '教师姓名',
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  },
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  {
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  field: 'school',
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- width: 100,
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+ width: 170,
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  title: '单位'
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  },
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  {
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  field: 'department',
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- width: 100,
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+ width: 170,
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  title: '部门'
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  },
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  {
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  field: 'week',
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- width: 100,
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+ width: 80,
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  title: '周次',
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  },
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  {
@@ -120,18 +132,18 @@
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  },
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  {
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  field: 'count',
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- width: 100,
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+ width: 80,
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  title: '跟进',
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  templet: '#show_follow_edit'
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  },
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  {
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  field: 'rate',
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- width: 100,
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+ width: 80,
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  title: '完成率',
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  },
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  {
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  field: 'updated_at',
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- width: 190,
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+ width: 170,
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  title: '更新时间',
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  sort: true,
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  },
@@ -1,5 +1,12 @@
1
+ <h1 class="m-t-20 text-center">报告人员:<%=@name %></h1>
1
2
  <form class="layui-form layui-form-pane" action="" style="padding-right: 20px">
2
- <div class="layui-form-item">
3
+ <div class="layui-form-item" style="margin-bottom: 0">
4
+ <div class="layui-inline" style="margin:18px; font-weight: bold">
5
+ <label>负责区域:</label>
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+ <span><%= @area%></span>
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+ </div>
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+ </div>
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+ <div class="layui-form-item" style="margin-bottom: 0">
3
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  <div class="layui-inline" style="margin:18px; font-weight: bold">
4
11
  <label>完成率:</label>
5
12
  <span><%= @sale_report.finish_rate %>%</span>
@@ -8,6 +15,11 @@
8
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  <label style="margin-left: 100px">运营教师:</label>
9
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  <span><%= @sale_report.client%></span>
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  </div>
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+ <div class="layui-inline" style="margin:18px; font-weight: bold">
19
+ <label style="margin-left: 100px">提交时间:</label>
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+ <span><%= @sale_report.created_at %></span>
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+ <%= hidden_field_tag 'amount', @total_amount, {id: 'monthly_amount_hide'} %>
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+ </div>
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  </div>
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  <div class="layui-form-item" style="margin-left: 18px">
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  <div class="layui-form-item layui-form-text">
@@ -99,32 +111,32 @@
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  cols: [
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  [{
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  field: 'id',
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- width: 80,
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+ width: 60,
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  title:'序号',type: 'numbers',
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 80,
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  title: '姓名'
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  },
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  {
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  field: 'teacher_name',
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- width: 100,
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+ width: 120,
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  title: '教师姓名',
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  },
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  {
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  field: 'school',
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- width: 100,
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+ width: 170,
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  title: '单位'
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  },
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  {
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  field: 'department',
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- width: 100,
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+ width: 170,
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  title: '部门'
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  },
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  {
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  field: 'week',
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- width: 100,
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+ width: 80,
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  title: '周次',
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  },
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  {
@@ -134,18 +146,18 @@
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  },
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  {
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  field: 'count',
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- width: 100,
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+ width: 80,
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  title: '跟进',
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  templet: '#show_follow_show'
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  },
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  {
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  field: 'rate',
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- width: 100,
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+ width: 80,
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  title: '完成率',
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  },
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  {
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  field: 'updated_at',
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- width: 190,
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+ width: 170,
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  title: '更新时间',
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  sort: true,
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  },
@@ -76,34 +76,34 @@
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  elem: '#monthPlanTable',
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  url: '/missions/plans?clazz=month',
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  toolbar: '#monthPlanToolbar',
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- defaultToolbar: [],
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+ defaultToolbar: ['filter'],
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  totalRow:true,
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  cols: [
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  [
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  {
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  field: 'id',
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- width: 80,
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+ width: 60,
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  title:'序号',type: 'numbers',
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  totalRowText:"合计",
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 90,
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  title: '姓名'
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  },
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  {
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  field: 'business_name',
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- width: 280,
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+ width: 160,
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  title: '商机名称',
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  },
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  {
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  field: 'school',
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- width: 190,
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+ width: 170,
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  title: '单位'
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  },
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  {
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  field: 'department',
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- width: 190,
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+ width: 170,
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  title: '部门'
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  },
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  {
@@ -118,13 +118,13 @@
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  },
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  {
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  field: 'follow_ups_count',
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- width: 100,
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+ width: 60,
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  title: '跟进',
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  templet: '#show_follow'
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  },
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  {
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  field: 'finish_rate',
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- width: 100,
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+ width: 80,
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  totalRow:true,
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  title: '完成率',
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  },
@@ -78,7 +78,7 @@
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  elem: '#monthlyTable',
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  url: '/missions/sale_reports?clazz=month',
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  toolbar: '#monthly_Toolbar',
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- defaultToolbar: [],
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+ defaultToolbar: ['filter'],
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  totalRow:true,
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  cols: [
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  [{
@@ -89,7 +89,7 @@
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 90,
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  title: '姓名'
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  },
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  {
@@ -99,7 +99,7 @@
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  },
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  {
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  field: 'finish_rate',
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- width: 100,
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+ width: 80,
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  totalRow:true,
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  title: '完成率',
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  },
@@ -122,7 +122,7 @@
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  },
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  {
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  field: 'level1_score',
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- width: 180,
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+ width: 120,
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  title: '大区',
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  templet: function (d) {
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  return '<div class="star1"></div>'
@@ -130,7 +130,7 @@
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  },
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  {
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  field: 'level2_score',
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- width: 180,
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+ width: 120,
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  title: '总监',
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  templet: function (d) {
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  return '<div class="star2"></div>'
@@ -138,7 +138,7 @@
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  },
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  {
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  field: 'level3_score',
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- width: 180,
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+ width: 120,
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  title: '副总',
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  templet: function (d) {
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  return '<div class="star3"></div>'
@@ -146,7 +146,7 @@
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  },
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  {
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  field: 'created_at',
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- width: 300,
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+ width: 200,
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  title: '提交时间',
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  },
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  {
@@ -77,23 +77,23 @@
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  url: '/missions/plans?clazz=week',
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  toolbar: '#weekPlanToolbar',
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  totalRow:true,
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- defaultToolbar: [],
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+ defaultToolbar: ['filter'],
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  cols: [
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  [
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  {
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  field: 'id',
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- width: 80,
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+ width: 60,
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  title:'序号',type: 'numbers',
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  totalRowText: '合计'
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  },
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  {
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  field: 'staff',
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- width: 100,
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+ width: 90,
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  title: '姓名'
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  },
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  {
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  field: 'business_name',
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- width: 180,
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+ width: 160,
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  title: '商机名称',
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  },
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  {
@@ -113,7 +113,7 @@
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  },
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  {
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  field: 'weekly',
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- width: 100,
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+ width: 60,
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  title: '周次',
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  },
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  {
@@ -123,13 +123,13 @@
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  },
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  {
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  field: 'follow_ups_count',
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- width: 100,
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+ width: 60,
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  title: '跟进',
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  templet: '#show_follow'
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  },
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  {
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  field: 'finish_rate',
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- width: 100,
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+ width: 80,
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  title: '完成率',
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  totalRow:true,
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  },
@@ -79,7 +79,7 @@
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  elem: '#weeklyTable',
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  url: '/missions/sale_reports?clazz=week',
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  toolbar: '#weeklyToolbar',
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- defaultToolbar: [],
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+ defaultToolbar: ['filter'],
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  totalRow:true,
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  cols: [
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  [
@@ -91,17 +91,17 @@
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  },
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  {
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  field: 'staff',
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- width: 100,
94
+ width: 90,
95
95
  title: '姓名'
96
96
  },
97
97
  {
98
98
  field: 'weekly',
99
- width: 100,
99
+ width: 60,
100
100
  title: '周次'
101
101
  },
102
102
  {
103
103
  field: 'finish_rate',
104
- width: 100,
104
+ width: 80,
105
105
  title: '完成率',
106
106
  totalRow:true,
107
107
  },
@@ -124,7 +124,7 @@
124
124
  },
125
125
  {
126
126
  field: 'level1_score',
127
- width: 180,
127
+ width: 120,
128
128
  title: '大区',
129
129
  templet: function (d) {
130
130
  return '<div class="star1"></div>'
@@ -132,7 +132,7 @@
132
132
  },
133
133
  {
134
134
  field: 'level2_score',
135
- width: 180,
135
+ width: 120,
136
136
  title: '总监',
137
137
  templet: function (d) {
138
138
  return '<div class="star2"></div>'
@@ -140,7 +140,7 @@
140
140
  },
141
141
  {
142
142
  field: 'level3_score',
143
- width: 180,
143
+ width: 120,
144
144
  title: '副总',
145
145
  templet: function (d) {
146
146
  return '<div class="star3"></div>'
@@ -149,7 +149,7 @@
149
149
  },
150
150
  {
151
151
  field: 'created_at',
152
- width: 300,
152
+ width: 200,
153
153
  title: '提交时间',
154
154
  },
155
155
  {
@@ -1,28 +1,28 @@
1
1
  <form class="layui-form " action="">
2
2
  <div class="layui-form-item" style="padding: 25px">
3
3
  <div class="layui-inline">
4
- <label class="layui-form-label">月份</label>
4
+ <label class="layui-form-label required">月份</label>
5
5
  <div class="layui-input-inline">
6
6
  <input type="text" class="layui-input" id="edit_month_plan_month" autocomplete="off" name="month">
7
7
  </div>
8
8
  </div>
9
9
  <div class="layui-inline">
10
- <label class="layui-form-label">商机</label>
11
- <div class="layui-input-inline">
12
- <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
10
+ <label class="layui-form-label required">商机</label>
11
+ <div class="layui-input-inline" style="width: 500px">
12
+ <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), {"lay-verify": "required", include_blank: true} %>
13
13
  </div>
14
14
  </div>
15
15
  <div class="layui-form-item layui-form-text">
16
- <label class="layui-form-label">计划内容</label>
16
+ <label class="layui-form-label required">计划内容</label>
17
17
  <div class="layui-input-block">
18
- <textarea name="content" placeholder="简要填写具体的营销计划,例如:
18
+ <textarea name="content" lay-verify="required" placeholder="简要填写具体的营销计划,例如:
19
19
  1、推动xx老师用起来;
20
20
  2、与xx老师介绍一下我们的方案;
21
21
  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" rows="10"><%= @sale_plan.content %></textarea>
22
22
  </div>
23
23
  </div>
24
24
  <div class="layui-inline">
25
- <label class="layui-form-label">完成率</label>
25
+ <label class="layui-form-label required">完成率</label>
26
26
  <div class="layui-input-inline">
27
27
  <%= select_tag "finish_rate", options_for_select(@finish_rates, @sale_plan.finish_rate) %>
28
28
  </div>
@@ -1,36 +1,36 @@
1
1
  <div class="layui-form layuimini-form">
2
2
  <div class="layui-form-item" style="padding: 25px">
3
3
  <div class="layui-inline">
4
- <label class="layui-form-label">月份</label>
4
+ <label class="layui-form-label required">月份</label>
5
5
  <div class="layui-input-inline">
6
6
  <input type="text" class="layui-input" id="edit_week_plan_month" autocomplete="off" name="month">
7
7
  </div>
8
8
  </div>
9
9
  <% if @sale_plan.weekly.present? %>
10
10
  <div class="layui-inline">
11
- <label class="layui-form-label">周次</label>
11
+ <label class="layui-form-label required">周次</label>
12
12
  <div class="layui-input-inline">
13
13
  <%= select_tag "weekly", options_for_select(@weeks, @sale_plan.weekly), class: 'required' %>
14
14
  </div>
15
15
  </div>
16
16
  <% end %>
17
17
  <div class="layui-inline">
18
- <label class="layui-form-label">商机</label>
19
- <div class="layui-input-inline">
20
- <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
18
+ <label class="layui-form-label required">商机</label>
19
+ <div class="layui-input-inline" style="width: 500px">
20
+ <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), {"lay-verify": "required", include_blank: true} %>
21
21
  </div>
22
22
  </div>
23
23
  <div class="layui-form-item layui-form-text">
24
- <label class="layui-form-label">计划内容</label>
24
+ <label class="layui-form-label required">计划内容</label>
25
25
  <div class="layui-input-block">
26
- <textarea name="content" placeholder="简要填写具体的营销计划,例如:
26
+ <textarea name="content" lay-verify="required" placeholder="简要填写具体的营销计划,例如:
27
27
  1、推动xx老师用起来;
28
28
  2、与xx老师介绍一下我们的方案;
29
29
  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" rows="10"><%= @sale_plan.content %></textarea>
30
30
  </div>
31
31
  </div>
32
32
  <div class="layui-inline">
33
- <label class="layui-form-label">完成率</label>
33
+ <label class="layui-form-label required">完成率</label>
34
34
  <div class="layui-input-inline">
35
35
  <%= select_tag "finish_rate", options_for_select(@finish_rates, @sale_plan.finish_rate) %>
36
36
  </div>
@@ -3,12 +3,12 @@
3
3
  <div class="layui-inline">
4
4
  <label class="layui-form-label required">月份</label>
5
5
  <div class="layui-input-inline">
6
- <input type="text" class="layui-input" id="new_month_month" autocomplete="off" name="month">
6
+ <input type="text" lay-verify="required" class="layui-input" id="new_month_month" autocomplete="off" name="month">
7
7
  </div>
8
8
  </div>
9
9
  <div class="layui-inline">
10
10
  <label class="layui-form-label required">商机</label>
11
- <div class="layui-input-inline">
11
+ <div class="layui-input-inline" style="width: 500px">
12
12
  <%= select_tag "business_id", options_for_select(@businesses, @business&.id), {"lay-verify": "required", include_blank: true} %>
13
13
  </div>
14
14
  </div>
@@ -6,7 +6,14 @@
6
6
  <% end %>
7
7
  </div>
8
8
  </script>
9
+ <h1 class="m-t-20 text-center">报告人员:<%=@name %></h1>
9
10
  <form class="layui-form layui-form-pane" style="padding-right: 20px">
11
+ <div class="layui-form-item">
12
+ <div class="layui-inline" style="margin:18px; font-weight: bold">
13
+ <label>负责区域:</label>
14
+ <span><%= @area %></span>
15
+ </div>
16
+ </div>
10
17
  <div class="layui-form-item">
11
18
  <div class="layui-inline" style="margin:18px; font-weight: bold">
12
19
  <label>完成率:</label>
@@ -23,6 +30,11 @@
23
30
  <span><%= @total_amount %>万</span>
24
31
  <%= hidden_field_tag 'amount', @total_amount, {id: 'monthly_amount_hide'} %>
25
32
  </div>
33
+ <div class="layui-inline" style="margin:18px; font-weight: bold">
34
+ <label style="margin-left: 100px">提交时间:</label>
35
+ <span><%= Time.now %></span>
36
+ <%= hidden_field_tag 'amount', @total_amount, {id: 'monthly_amount_hide'} %>
37
+ </div>
26
38
  </div>
27
39
  <div class="layui-form-item" style="margin-left: 18px">
28
40
  <div class="layui-form-item layui-form-text">
@@ -100,33 +112,33 @@
100
112
  },
101
113
  {
102
114
  field: 'staff',
103
- width: 120,
115
+ width: 80,
104
116
  title: '姓名'
105
117
  },
106
118
  {
107
119
  field: 'business_name',
108
- width: 270,
120
+ width: 170,
109
121
  title: '商机名称',
110
122
  },
111
123
  {
112
124
  field: 'school',
113
- width: 200,
125
+ width: 170,
114
126
  title: '单位'
115
127
  },
116
128
  {
117
129
  field: 'department',
118
- width: 190,
130
+ width: 170,
119
131
  title: '部门'
120
132
  },
121
133
  {
122
134
  field: 'follow_ups_count',
123
- width: 100,
135
+ width: 80,
124
136
  title: '跟进',
125
137
  templet: '#show_follow'
126
138
  },
127
139
  {
128
140
  field: 'finish_rate',
129
- width: 100,
141
+ width: 80,
130
142
  title: '完成率',
131
143
  },
132
144
  {