educode_sales 0.4.7 → 0.5.1

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Files changed (76) hide show
  1. checksums.yaml +4 -4
  2. data/app/assets/images/educode_sales//345/233/236/346/224/266/347/253/231.png +0 -0
  3. data/app/controllers/educode_sales/businesses_controller.rb +81 -5
  4. data/app/controllers/educode_sales/follow_ups_controller.rb +2 -2
  5. data/app/controllers/educode_sales/home_controller.rb +1 -1
  6. data/app/controllers/educode_sales/operation_plans_controller.rb +12 -4
  7. data/app/controllers/educode_sales/operations_controller.rb +1 -1
  8. data/app/controllers/educode_sales/plans_controller.rb +26 -18
  9. data/app/controllers/educode_sales/recycles_controller.rb +95 -0
  10. data/app/controllers/educode_sales/sale_reports_controller.rb +1 -1
  11. data/app/controllers/educode_sales/sale_trends_controller.rb +6 -6
  12. data/app/controllers/educode_sales/sales_controller.rb +2 -2
  13. data/app/controllers/educode_sales/staffs_controller.rb +4 -4
  14. data/app/controllers/educode_sales/upload_files_controller.rb +105 -0
  15. data/app/models/concerns/deletable.rb +8 -0
  16. data/app/models/educode_sales/application_record.rb +2 -0
  17. data/app/models/educode_sales/business.rb +15 -2
  18. data/app/models/educode_sales/common.rb +4 -0
  19. data/app/models/educode_sales/follow_up.rb +4 -2
  20. data/app/models/educode_sales/recycle.rb +5 -0
  21. data/app/models/educode_sales/sale_plan.rb +4 -0
  22. data/app/models/educode_sales/sale_report.rb +2 -0
  23. data/app/views/educode_sales/businesses/edit_follow_record.html.erb +15 -0
  24. data/app/views/educode_sales/businesses/edit_plan.html.erb +2 -2
  25. data/app/views/educode_sales/businesses/file.html.erb +154 -0
  26. data/app/views/educode_sales/businesses/index.html.erb +65 -3
  27. data/app/views/educode_sales/businesses/index.json.jbuilder +3 -1
  28. data/app/views/educode_sales/businesses/new_follow_record.html.erb +22 -1
  29. data/app/views/educode_sales/businesses/show_follow.html.erb +54 -12
  30. data/app/views/educode_sales/businesses/show_follow.json.jbuilder +3 -0
  31. data/app/views/educode_sales/businesses/show_follow_record.html.erb +80 -2
  32. data/app/views/educode_sales/businesses/time_line.html.erb +62 -0
  33. data/app/views/educode_sales/businesses/upload_file.html.erb +43 -0
  34. data/app/views/educode_sales/operation_plans/_monthly.html.erb +4 -4
  35. data/app/views/educode_sales/operation_plans/_weekly.html.erb +4 -4
  36. data/app/views/educode_sales/operation_plans/edit_month.html.erb +6 -6
  37. data/app/views/educode_sales/operation_plans/edit_week.html.erb +7 -7
  38. data/app/views/educode_sales/operation_plans/new_month.html.erb +17 -2
  39. data/app/views/educode_sales/operation_plans/new_week.html.erb +21 -6
  40. data/app/views/educode_sales/operation_reports/audit.html.erb +20 -14
  41. data/app/views/educode_sales/operation_reports/edit.html.erb +11 -11
  42. data/app/views/educode_sales/operation_reports/show.html.erb +20 -14
  43. data/app/views/educode_sales/plans/_monthly.html.erb +4 -4
  44. data/app/views/educode_sales/plans/_weekly.html.erb +4 -4
  45. data/app/views/educode_sales/plans/edit_month.html.erb +6 -6
  46. data/app/views/educode_sales/plans/edit_week.html.erb +7 -7
  47. data/app/views/educode_sales/plans/new_month.html.erb +1 -1
  48. data/app/views/educode_sales/plans/new_monthly.html.erb +6 -6
  49. data/app/views/educode_sales/plans/new_week.html.erb +2 -2
  50. data/app/views/educode_sales/plans/new_weekly.html.erb +7 -7
  51. data/app/views/educode_sales/recycles/_business.html.erb +122 -0
  52. data/app/views/educode_sales/recycles/_monthPlan.html.erb +123 -0
  53. data/app/views/educode_sales/recycles/_monthly.html.erb +121 -0
  54. data/app/views/educode_sales/recycles/_weekPlan.html.erb +128 -0
  55. data/app/views/educode_sales/recycles/_weekly.html.erb +122 -0
  56. data/app/views/educode_sales/recycles/business.json.jbuilder +16 -0
  57. data/app/views/educode_sales/recycles/index.html.erb +58 -0
  58. data/app/views/educode_sales/recycles/monthPlan.json.jbuilder +16 -0
  59. data/app/views/educode_sales/recycles/monthly.json.jbuilder +15 -0
  60. data/app/views/educode_sales/recycles/weekPlan.json.jbuilder +16 -0
  61. data/app/views/educode_sales/recycles/weekly.json.jbuilder +15 -0
  62. data/app/views/educode_sales/sale_reports/audit.html.erb +21 -12
  63. data/app/views/educode_sales/sale_reports/edit.html.erb +9 -9
  64. data/app/views/educode_sales/sale_reports/show.html.erb +12 -6
  65. data/app/views/educode_sales/sale_trends/trends.html.erb +6 -6
  66. data/app/views/educode_sales/teachers/add_keys.html.erb +2 -2
  67. data/app/views/educode_sales/teachers/index.html.erb +1 -1
  68. data/app/views/educode_sales/teachers/show_follow.html.erb +9 -3
  69. data/app/views/educode_sales/upload_files/index.json.jbuilder +13 -0
  70. data/app/views/layouts/educode_sales/application.html.erb +3 -0
  71. data/config/routes.rb +27 -0
  72. data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +6 -0
  73. data/db/migrate/20211102085743_add_bidded_date_educode_sales_follow_ups.rb +6 -0
  74. data/db/migrate/20211109015617_create_educode_sales_recycles.rb +25 -0
  75. data/lib/educode_sales/version.rb +1 -1
  76. metadata +24 -2
data/app/views/educode_sales/operation_reports/edit.html.erb CHANGED
@@ -11,13 +11,13 @@
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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">
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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>
@@ -97,32 +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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  {
@@ -132,18 +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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  },
data/app/views/educode_sales/operation_reports/show.html.erb CHANGED
@@ -1,12 +1,12 @@
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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" 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">
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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>
@@ -31,7 +31,8 @@
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  3、补充说明需要上级解决的问题和挑战。" disabled class="layui-textarea autosize"><%= @sale_report.content %></textarea>
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  </div>
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  </div>
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- <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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+ <% if @sale_report.level1_opinion.present? || @sale_report.level1_score %>
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+ <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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  <label class="layui-form-label">大区意见</label>
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  <div class="layui-input-block">
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  <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" disabled
@@ -39,7 +40,9 @@
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  </div>
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  </div>
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  <div id="weekStar4" style="margin-bottom: 40px"></div>
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- <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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+ <%end %>
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+ <% if @sale_report.level2_opinion.present? || @sale_report.level2_score %>
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+ <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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  <label class="layui-form-label">总监意见</label>
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  <div class="layui-input-block">
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  <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" disabled
@@ -47,7 +50,9 @@
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  </div>
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  </div>
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  <div id="weekStar5" style="margin-bottom: 40px"></div>
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- <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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+ <%end %>
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+ <% if @sale_report.level3_opinion.present? || @sale_report.level3_score %>
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+ <div class="layui-form-item layui-form-text" style="margin-bottom: 0px">
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  <label class="layui-form-label">副总意见</label>
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  <div class="layui-input-block">
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  <textarea name="desc" placeholder="给出评价、提醒、建议、办法等。" disabled
@@ -55,6 +60,7 @@
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  </div>
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  </div>
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  <div id="weekStar6" style="margin-bottom: 40px"></div>
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+ <%end %>
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  <br>
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  </div>
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  </form>
@@ -111,32 +117,32 @@
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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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  {
@@ -146,18 +152,18 @@
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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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  },
data/app/views/educode_sales/plans/_monthly.html.erb CHANGED
@@ -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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  {
data/app/views/educode_sales/plans/_weekly.html.erb CHANGED
@@ -124,7 +124,7 @@
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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>'
@@ -132,7 +132,7 @@
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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>'
@@ -140,7 +140,7 @@
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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>'
@@ -149,7 +149,7 @@
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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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  {
data/app/views/educode_sales/plans/edit_month.html.erb CHANGED
@@ -1,28 +1,28 @@
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  <form class="layui-form " action="">
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  <div class="layui-form-item" style="padding: 25px">
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  <div class="layui-inline">
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- <label class="layui-form-label">月份</label>
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+ <label class="layui-form-label required">月份</label>
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  <div class="layui-input-inline">
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  <input type="text" class="layui-input" id="edit_month_plan_month" autocomplete="off" name="month">
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  </div>
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  </div>
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  <div class="layui-inline">
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- <label class="layui-form-label">商机</label>
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+ <label class="layui-form-label required">商机</label>
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  <div class="layui-input-inline" style="width: 500px">
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- <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
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+ <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), {"lay-verify": "required", include_blank: true} %>
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  </div>
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  </div>
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  <div class="layui-form-item layui-form-text">
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- <label class="layui-form-label">计划内容</label>
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+ <label class="layui-form-label required">计划内容</label>
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  <div class="layui-input-block">
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- <textarea name="content" placeholder="简要填写具体的营销计划，例如：
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+ <textarea name="content" lay-verify="required" placeholder="简要填写具体的营销计划，例如：
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  1、推动xx老师用起来；
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  2、与xx老师介绍一下我们的方案；
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  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>
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  </div>
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  </div>
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  <div class="layui-inline">
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- <label class="layui-form-label">完成率</label>
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+ <label class="layui-form-label required">完成率</label>
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  <div class="layui-input-inline">
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  <%= select_tag "finish_rate", options_for_select(@finish_rates, @sale_plan.finish_rate) %>
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  </div>
data/app/views/educode_sales/plans/edit_week.html.erb CHANGED
@@ -1,36 +1,36 @@
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  <div class="layui-form layuimini-form">
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  <div class="layui-form-item" style="padding: 25px">
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  <div class="layui-inline">
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- <label class="layui-form-label">月份</label>
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+ <label class="layui-form-label required">月份</label>
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  <div class="layui-input-inline">
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  <input type="text" class="layui-input" id="edit_week_plan_month" autocomplete="off" name="month">
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  </div>
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  </div>
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  <% if @sale_plan.weekly.present? %>
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  <div class="layui-inline">
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- <label class="layui-form-label">周次</label>
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+ <label class="layui-form-label required">周次</label>
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  <div class="layui-input-inline">
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  <%= select_tag "weekly", options_for_select(@weeks, @sale_plan.weekly), class: 'required' %>
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  </div>
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  </div>
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  <% end %>
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  <div class="layui-inline">
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- <label class="layui-form-label">商机</label>
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+ <label class="layui-form-label required">商机</label>
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  <div class="layui-input-inline" style="width: 500px">
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- <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), class: 'required' %>
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+ <%= select_tag "business_id", options_for_select(@businesses, @sale_plan.business_id), {"lay-verify": "required", include_blank: true} %>
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  </div>
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  </div>
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  <div class="layui-form-item layui-form-text">
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- <label class="layui-form-label">计划内容</label>
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+ <label class="layui-form-label required">计划内容</label>
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  <div class="layui-input-block">
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- <textarea name="content" placeholder="简要填写具体的营销计划，例如：
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+ <textarea name="content" lay-verify="required" placeholder="简要填写具体的营销计划，例如：
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  1、推动xx老师用起来；
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  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>
data/app/views/educode_sales/plans/new_month.html.erb CHANGED
@@ -3,7 +3,7 @@
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">
data/app/views/educode_sales/plans/new_monthly.html.erb CHANGED
@@ -112,33 +112,33 @@
112
112
  },
113
113
  {
114
114
  field: 'staff',
115
- width: 120,
115
+ width: 80,
116
116
  title: '姓名'
117
117
  },
118
118
  {
119
119
  field: 'business_name',
120
- width: 270,
120
+ width: 170,
121
121
  title: '商机名称',
122
122
  },
123
123
  {
124
124
  field: 'school',
125
- width: 200,
125
+ width: 170,
126
126
  title: '单位'
127
127
  },
128
128
  {
129
129
  field: 'department',
130
- width: 190,
130
+ width: 170,
131
131
  title: '部门'
132
132
  },
133
133
  {
134
134
  field: 'follow_ups_count',
135
- width: 100,
135
+ width: 80,
136
136
  title: '跟进',
137
137
  templet: '#show_follow'
138
138
  },
139
139
  {
140
140
  field: 'finish_rate',
141
- width: 100,
141
+ width: 80,
142
142
  title: '完成率',
143
143
  },
144
144
  {
data/app/views/educode_sales/plans/new_week.html.erb CHANGED
@@ -3,13 +3,13 @@
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_week_month" autocomplete="off" name="month">
6
+ <input type="text" lay-verify="required" class="layui-input" id="new_week_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">周次</label>
11
11
  <div class="layui-input-inline">
12
- <%= select_tag "weekly", options_for_select(@weeks), class: 'required' %>
12
+ <%= select_tag "weekly", options_for_select(@weeks,@week), class: 'required' %>
13
13
  </div>
14
14
  </div>
15
15
  <div class="layui-inline">
data/app/views/educode_sales/plans/new_weekly.html.erb CHANGED
@@ -134,38 +134,38 @@
134
134
  },
135
135
  {
136
136
  field: 'staff',
137
- width: 120,
137
+ width: 80,
138
138
  title: '姓名'
139
139
  },
140
140
  {
141
141
  field: 'business_name',
142
- width: 270,
142
+ width: 170,
143
143
  title: '商机名称',
144
144
  },
145
145
  {
146
146
  field: 'school',
147
- width: 200,
147
+ width: 170,
148
148
  title: '单位'
149
149
  },
150
150
  {
151
151
  field: 'department',
152
- width: 190,
152
+ width: 170,
153
153
  title: '部门'
154
154
  },
155
155
  {
156
156
  field: 'weekly',
157
- width: 100,
157
+ width: 80,
158
158
  title: '周次',
159
159
  },
160
160
  {
161
161
  field: 'follow_ups_count',
162
- width: 100,
162
+ width: 80,
163
163
  title: '跟进',
164
164
  templet: '#show_follow'
165
165
  },
166
166
  {
167
167
  field: 'finish_rate',
168
- width: 100,
168
+ width: 80,
169
169
  title: '完成率',
170
170
  },
171
171
  {
data/app/views/educode_sales/recycles/_business.html.erb ADDED
@@ -0,0 +1,122 @@
1
+ <script type="text/html" id="toolbarDemo5">
2
+ <div class="layui-btn-container">
3
+ <span class="table-label">商机列表</span>
4
+ </div>
5
+ </script>
6
+
7
+ <table class="layui-hide" id="business" lay-filter="business"></table>
8
+
9
+ <script type="text/html" id="currentTableBar5">
10
+ <%# if can? :update, EducodeSales::business %>
11
+ <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="restore">还原</a>
12
+ <%# end %>
13
+ <%# if can? :destroy, EducodeSales::business %>
14
+ <a class="layui-btn layui-btn-xs layui-btn-danger data-count-delete" lay-event="delete">删除</a>
15
+ <%# end %>
16
+ </script>
17
+
18
+ <script type="text/html" id="showchance">
19
+ <a href="/missions/businesses" class="layui-table-link">{{ d.chance }}</a>
20
+ </script>
21
+
22
+ <script>
23
+ layui.use(['form', 'table', 'miniPage', 'element', 'request'], function () {
24
+ var $ = layui.jquery,
25
+ form = layui.form,
26
+ table = layui.table,
27
+ request = layui.request,
28
+ miniPage = layui.miniPage;
29
+
30
+ table.render({
31
+ elem: '#business',
32
+ url: '/missions/recycles/business',
33
+ toolbar: '#toolbarDemo5',
34
+ totalRow:true,
35
+ defaultToolbar: [],
36
+ cols: [
37
+ [
38
+ {
39
+ field: 'id',
40
+ title:'序号',type: 'numbers',
41
+ },
42
+ {
43
+ field: 'name',
44
+ title: '名称'
45
+ },
46
+ {
47
+ field: 'school',
48
+ title: '单位'
49
+ },
50
+ {
51
+ field: 'department',
52
+ title: '部门'
53
+ },
54
+ {
55
+ field: 'last_follow_person',
56
+ width: 150,
57
+ title: '最新跟进人'
58
+ },
59
+ {
60
+ field: 'latest_time',
61
+ title: '最新跟进时间',
62
+ },
63
+ {
64
+ field: 'deleter',
65
+ width: 90,
66
+ title: '删除人',
67
+ },
68
+ {
69
+ field: 'delete_time',
70
+ title: '删除时间',
71
+ sort: true,
72
+
73
+ },
74
+ {
75
+ title: '操作',
76
+ width: 120,
77
+ toolbar: '#currentTableBar5',
78
+ align: "center"
79
+ }
80
+ ]
81
+ ],
82
+ limit: 20,
83
+ limits: [10,15,20,30,40,50,60,70,80,90],
84
+ page: true
85
+ });
86
+
87
+ var sort = {}, search = {};
88
+ table.on('sort(business)', function (obj) {
89
+ sort.field = obj.field;
90
+ sort.order = obj.type;
91
+ table.reload('business', {
92
+ initSort: obj,
93
+ where: {
94
+ sort: sort,
95
+ q: search
96
+ }
97
+ });
98
+ })
99
+
100
+
101
+ table.on('tool(business)', function (obj) {
102
+ var data = obj.data;
103
+ var id = data.id
104
+ if (obj.event === 'restore') {
105
+ layer.confirm('确定恢复' + data.name, function (index) {
106
+ request.get('missions/recycles/' + data.id + '/restore_businesses', {}, function (res) {
107
+ layer.close(index);
108
+ table.reload("business")
109
+ })
110
+ });
111
+ } else if (obj.event === 'delete') {
112
+ layer.confirm('确定删除' + data.name, function (index) {
113
+ request.delete('missions/recycles/' + data.id, {}, function (res) {
114
+ layer.close(index);
115
+ table.reload("business")
116
+ })
117
+ });
118
+ }
119
+ });
120
+
121
+ });
122
+ </script>