educode_sales 0.5.3 → 0.5.7
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/app/controllers/educode_sales/businesses_controller.rb +3 -0
- data/app/controllers/educode_sales/follow_ups_controller.rb +57 -0
- data/app/controllers/educode_sales/home_controller.rb +11 -0
- data/app/controllers/educode_sales/sale_trends_controller.rb +108 -84
- data/app/controllers/educode_sales/teachers_controller.rb +36 -14
- data/app/controllers/educode_sales/upload_files_controller.rb +3 -3
- data/app/models/educode_sales/teacher.rb +2 -1
- data/app/models/educode_sales/teacher_assign_follow.rb +6 -0
- data/app/views/educode_sales/activities/index.html.erb +4 -5
- data/app/views/educode_sales/activities/show_teachers.html.erb +1 -1
- data/app/views/educode_sales/businesses/_follows.html.erb +233 -0
- data/app/views/educode_sales/businesses/edit_follow_record.html.erb +59 -9
- data/app/views/educode_sales/businesses/file.html.erb +2 -4
- data/app/views/educode_sales/businesses/index.html.erb +137 -62
- data/app/views/educode_sales/businesses/index.json.jbuilder +1 -0
- data/app/views/educode_sales/businesses/new_follow_record.html.erb +58 -7
- data/app/views/educode_sales/businesses/show_follow.html.erb +9 -9
- data/app/views/educode_sales/businesses/show_follow_record.html.erb +1 -1
- data/app/views/educode_sales/businesses/time_line.html.erb +1 -1
- data/app/views/educode_sales/follow_ups/index.json.jbuilder +19 -0
- data/app/views/educode_sales/home/sales_place.json.jbuilder +9 -0
- data/app/views/educode_sales/places/index.html.erb +14 -4
- data/app/views/educode_sales/places/index.json.jbuilder +7 -1
- data/app/views/educode_sales/recycles/index.html.erb +1 -1
- data/app/views/educode_sales/sale_trends/trends.html.erb +56 -20
- data/app/views/educode_sales/sales/operations.html.erb +3 -1
- data/app/views/educode_sales/teachers/course_list.json.jbuilder +1 -1
- data/app/views/educode_sales/teachers/edit.html.erb +53 -7
- data/app/views/educode_sales/teachers/index.html.erb +36 -2
- data/app/views/educode_sales/teachers/index.json.jbuilder +4 -1
- data/app/views/educode_sales/teachers/new.html.erb +55 -17
- data/config/routes.rb +1 -0
- data/db/migrate/20211201023750_create_educode_sales_teacher_assign_follows.rb +11 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +7 -2
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<div style="margin: 10px 10px 10px 10px">
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<form class="layui-form layui-form-pane" lay-filter="search_follows">
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<div class="layui-form-item">
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<div class="layui-inline">
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<label class="layui-form-label">所属商机</label>
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<div class="layui-input-inline">
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<input type="text" name="follows_business" autocomplete="off" class="layui-input">
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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">单位</label>
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<div class="layui-input-inline">
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<input type="text" name="follows_department" autocomplete="off" class="layui-input">
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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">销售人员</label>
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<div class="layui-input-inline">
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<%= select_tag "follows_staff_id", options_for_select(@staffs, params[:follows_staff_id]), { 'lay-filter': 'follows_staff_id', include_blank: true } %>
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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">区域</label>
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<div class="layui-input-inline">
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<%= select_tag "follows_area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name, :id)), { include_blank: true } %>
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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">跟进时间</label>
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<div class="layui-input-inline">
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<input type="text" class="layui-input" id="follows_date" name="follows_date" autocomplete="off" placeholder=" - ">
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</div>
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</div>
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<div class="layui-inline">
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<button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_follows_search">重置
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</button>
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<button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_follows">搜 索
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</button>
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</div>
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</div>
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</form>
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</div>
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<div class="">
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<table class="layui-hide" id="teachers_table" style="min-height: 300px;" lay-filter="teachers_table"></table>
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</div>
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<script type="text/html" id="toolbarDemo_follows">
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<div class="layui-btn-container">
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<span class="table-label">跟进动态</span>
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</div>
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</script>
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<script type="text/html" id="currentTableBar_follows">
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<a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add_event">详情</a>
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</script>
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<script type="text/html" id="business">
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<a href="javascript:void(0);" lay-event="business" class="layui-table-link">{{ d.business }}</a>
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</script>
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<script>
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layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate'], function () {
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var $ = layui.jquery,
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form = layui.form,
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request = layui.request,
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dropdown = layui.dropdown,
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miniPage = layui.miniPage,
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laydate = layui.laydate;
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var laydate = layui.laydate;
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laydate.render({
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elem: '#follows_date',
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range: true
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});
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table = layui.table;
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table.render({
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elem: '#teachers_table',
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url: '/missions/follow_ups',
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// where: {q: form.val('search_form')},
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toolbar: '#toolbarDemo_follows',
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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: 60,
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title:'序号',type: 'numbers',
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},
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{
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field: 'description',
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title: '最新进展',
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},
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{
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field: 'advise',
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width: 170,
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title: '团队建议',
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},
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{
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field: 'clazz',
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width: 80,
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title: '类型'
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},
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{
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field: 'stage',
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title: '阶段',
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width: 90,
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},
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{
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field: 'key_people',
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width: 90,
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title: '关键人',
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},
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{
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field: 'staff',
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width: 90,
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title: '跟进人',
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},
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{
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field: 'created_at',
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width: 170,
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title: '跟进时间',
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sort: true,
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},
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{
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field: 'business',
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width: 150,
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title: '所属商机',
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templet:'#business'
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},
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{
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title: '操作',
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width: 80,
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toolbar: '#currentTableBar_follows',
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align: "center",
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fixed: 'right'
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}
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]
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],
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limit: 20,
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limits: [10,15,20,30,40,50,60,70,80,90],
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page: true,
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});
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var sort = {}, search = {};
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table.on('sort(teachers_table)', function (obj) {
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sort.field = obj.field;
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sort.order = obj.type;
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table.reload('teachers_table', {
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initSort: obj,
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where: {
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sort: sort,
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q: search
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}
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});
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})
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// 监听搜索操作
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form.on('submit(search_follows)', function (data) {
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search = data.field
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table.reload('teachers_table', {
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page: {
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curr: 1
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},
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where: {q: search, sort: sort}
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}, 'data');
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return false;
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});
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form.on('submit(reset_follows_search)', function (data) {
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var field = data.field;
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form.val('search_follows', {
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follows_area: "",
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follows_date: "",
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follows_business: "",
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follows_department: "",
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follows_staff_id: ""
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})
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return false;
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});
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table.on('tool(teachers_table)', function (obj) {
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var data = obj.data;
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id = data.id
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if (obj.event === 'add_event') { // 监听添加操作
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var content = miniPage.getHrefContent('/missions/businesses/show_follow_record?follow_up_id=' + data.id);
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var openWH = miniPage.getOpenWidthHeight();
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show_index = layer.open({
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title: '查看商机跟进记录',
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type: 1,
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shade: 0.2,
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maxmin: true,
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shadeClose: true,
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area: [openWH[0] + 'px', openWH[1] + 'px'],
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offset: [openWH[2] + 'px', openWH[3] + 'px'],
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content: content
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});
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$(window).on("resize", function () {
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layer.full(index);
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});
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} else if (obj.event === 'business') {
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console.log(data);
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business_id = data.business_id
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business_name = data.business
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content = miniPage.getHrefContent('/missions/businesses/show_follow?id=' + data.business_id);
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openWH = miniPage.getOpenWidthHeight();
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index = layer.open({
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title: '商机列表/' + data.business + '的跟进记录',
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type: 1,
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shade: 0.2,
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maxmin: true,
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shadeClose: true,
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area: [openWH[0] + 'px', openWH[1] + 'px'],
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offset: [openWH[2] + 'px', openWH[3] + 'px'],
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content: content
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});
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$(window).on("resize", function () {
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layer.full(index);
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});
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}
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});
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});
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</script>
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<style>
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.layui-table-tool-temp{
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padding-right: 30px; !important;
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}
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</style>
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</div>
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<br>
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<div class="layui-inline">
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<label class="layui-form-label"
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<label class="layui-form-label">总额(万)</label>
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<div class="layui-input-inline">
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<input name="total_amount" type="number" class="layui-input" value="<%= @follow_up.total_amount %>">
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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"
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<label class="layui-form-label">合同额(万)</label>
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<div class="layui-input-inline">
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<input name="actual_amount" type="number" class="layui-input" placeholder="本单位的签单金额" value="<%= @follow_up.actual_amount %>">
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</div>
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</div>
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<br>
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<div class="layui-inline">
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<div class="layui-inline place_select">
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<label class="layui-form-label">渠道</label>
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<div class="layui-input-inline">
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<div class="layui-input-inline" style="z-index: 101">
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<div id="edit_place" style="width: 190px;"></div>
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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"
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<label class="layui-form-label">渠道分成(万)</label>
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<div class="layui-input-inline">
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<input name="divide_amount" class="layui-input" value="<%= @follow_up.divide_amount%>">
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</div>
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}
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})
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sales_list.setValue(gon.sales)
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var places_list = xmSelect.render({
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el: '#edit_place',
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remoteSearch: true,
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clickClose: true,
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model: {
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icon: 'hidden',
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label: {
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type: 'text',
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text: {
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//左边拼接的字符
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left: '',
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//右边拼接的字符
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right: '',
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//中间的分隔符
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separator: ', ',
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},
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<li class="layui-this follows_li">跟进动态</li>
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<li class="businesses_list_li" >商机列表</li>
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<!-- 跟进动态-->
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<%=render 'follows' %>
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</div>
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<div class="layui-tab-item businesses_list_div">
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<!--商机列表-->
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<div class="min-height-table">
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<div style="margin: 10px 10px 10px 10px">
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<form class="layui-form layui-form-pane" lay-filter="search_form">
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<div class="layui-form-item">
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<div class="layui-inline">
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<label class="layui-form-label">商机名称</label>
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<div class="layui-input-inline">
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<input type="text" name="name" autocomplete="off" class="layui-input" value="<%=params[:name] %>">
|
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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">单位</label>
|
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<div class="layui-input-inline">
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<input type="text" name="department" autocomplete="off" class="layui-input">
|
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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">销售人员</label>
|
|
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|
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<div class="layui-input-inline">
|
|
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|
+
<%= select_tag "staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true } %>
|
|
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|
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</div>
|
|
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|
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</div>
|
|
35
|
+
<div class="layui-inline">
|
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|
+
<label class="layui-form-label">项目类型</label>
|
|
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|
+
<div class="layui-input-inline">
|
|
38
|
+
<%= select_tag "business_type", options_for_select(EducodeSales::Common.where(clazz: 'business_type').pluck(:name, :id), params[:clazz_id]), { 'lay-filter': 'clazz_id', include_blank: true } %>
|
|
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|
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</div>
|
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|
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</div>
|
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<div class="layui-inline">
|
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<label class="layui-form-label">项目阶段</label>
|
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43
|
+
<div class="layui-input-inline">
|
|
44
|
+
<%= select_tag "business_step", options_for_select(EducodeSales::Common.where(clazz: 'business_step').pluck(:name, :id)), { include_blank: true } %>
|
|
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|
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</div>
|
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46
|
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</div>
|
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|
+
<div class="layui-inline">
|
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|
+
<label class="layui-form-label">渠道名称</label>
|
|
49
|
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<div class="layui-input-inline">
|
|
50
|
+
<div id="index_place" style="width: 190px;"></div>
|
|
51
|
+
</div>
|
|
52
|
+
</div>
|
|
53
|
+
<div class="layui-inline">
|
|
54
|
+
<label class="layui-form-label">区域</label>
|
|
55
|
+
<div class="layui-input-inline">
|
|
56
|
+
<%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name, :id)), { include_blank: true } %>
|
|
57
|
+
</div>
|
|
58
|
+
</div>
|
|
59
|
+
<div class="layui-inline">
|
|
60
|
+
<label class="layui-form-label">起止时间</label>
|
|
61
|
+
<div class="layui-input-inline">
|
|
62
|
+
<input type="text" class="layui-input" id="date" name="date" placeholder=" - ">
|
|
63
|
+
</div>
|
|
64
|
+
</div>
|
|
65
|
+
<div class="layui-inline">
|
|
66
|
+
<button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_business_search">重置
|
|
67
|
+
</button>
|
|
68
|
+
<button type="submit" id="search_bt" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness">搜索
|
|
69
|
+
</button>
|
|
70
|
+
</div>
|
|
71
|
+
</div>
|
|
72
|
+
</form>
|
|
58
73
|
</div>
|
|
74
|
+
<table class="layui-hide" id="businesses_table" lay-filter="businesses_table"></table>
|
|
59
75
|
</div>
|
|
60
|
-
</
|
|
76
|
+
</div>
|
|
61
77
|
</div>
|
|
62
|
-
|
|
63
|
-
<table class="layui-hide" id="businesses_table" lay-filter="businesses_table"></table>
|
|
64
78
|
</div>
|
|
65
79
|
<script type="text/html" id="bussinessBar">
|
|
66
80
|
<div class="layui-btn-container">
|
|
@@ -109,6 +123,59 @@
|
|
|
109
123
|
range: true
|
|
110
124
|
});
|
|
111
125
|
|
|
126
|
+
var is_show = <%=params[:name].present? || params[:clazz_id].present? %>
|
|
127
|
+
if(is_show){
|
|
128
|
+
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|
|
129
|
+
$('.follows_div').removeClass('layui-show');
|
|
130
|
+
$('.businesses_list_li').addClass('layui-this');
|
|
131
|
+
$('.businesses_list_div').addClass('layui-show');
|
|
132
|
+
}
|
|
133
|
+
|
|
134
|
+
var index_place_list = xmSelect.render({
|
|
135
|
+
el: '#index_place',
|
|
136
|
+
model: {
|
|
137
|
+
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|
|
138
|
+
label: {
|
|
139
|
+
type: 'text',
|
|
140
|
+
text: {
|
|
141
|
+
//左边拼接的字符
|
|
142
|
+
left: '',
|
|
143
|
+
//右边拼接的字符
|
|
144
|
+
right: '',
|
|
145
|
+
//中间的分隔符
|
|
146
|
+
separator: ', ',
|
|
147
|
+
},
|
|
148
|
+
}
|
|
149
|
+
},
|
|
150
|
+
remoteSearch: true,
|
|
151
|
+
clickClose: true,
|
|
152
|
+
delay: 1000,
|
|
153
|
+
paging: true,
|
|
154
|
+
radio: true,
|
|
155
|
+
pageRemote: true,
|
|
156
|
+
filterable: true,
|
|
157
|
+
remoteMethod: function (val, cb, show, pageIndex) {
|
|
158
|
+
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|
|
159
|
+
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|
|
160
|
+
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|
|
161
|
+
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|
|
162
|
+
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|
|
163
|
+
},
|
|
164
|
+
dataType: 'json',
|
|
165
|
+
success: function (res) {
|
|
166
|
+
var data = res.data;
|
|
167
|
+
if (res.code == 0) {
|
|
168
|
+
cb(res.data, res.count);
|
|
169
|
+
} else {
|
|
170
|
+
layer.msg(res.msg, {time: 2000, icon: 2, shade: 0.01});
|
|
171
|
+
}
|
|
172
|
+
|
|
173
|
+
}
|
|
174
|
+
})
|
|
175
|
+
}
|
|
176
|
+
})
|
|
177
|
+
|
|
178
|
+
|
|
112
179
|
table = layui.table;
|
|
113
180
|
table.render({
|
|
114
181
|
elem: '#businesses_table',
|
|
@@ -194,6 +261,13 @@
|
|
|
194
261
|
totalRow: true,
|
|
195
262
|
sort: true
|
|
196
263
|
},
|
|
264
|
+
{
|
|
265
|
+
field: 'actual_amount',
|
|
266
|
+
width: 100,
|
|
267
|
+
title: '合同额',
|
|
268
|
+
totalRow: true,
|
|
269
|
+
sort: true
|
|
270
|
+
},
|
|
197
271
|
{
|
|
198
272
|
field: 'return_money',
|
|
199
273
|
width: 100,
|
|
@@ -203,7 +277,7 @@
|
|
|
203
277
|
},
|
|
204
278
|
{
|
|
205
279
|
field: 'place',
|
|
206
|
-
width:
|
|
280
|
+
width: 160,
|
|
207
281
|
title: '渠道'
|
|
208
282
|
},
|
|
209
283
|
{
|
|
@@ -396,7 +470,8 @@
|
|
|
396
470
|
|
|
397
471
|
// 监听搜索操作
|
|
398
472
|
form.on('submit(search_bussiness)', function (data) {
|
|
399
|
-
|
|
473
|
+
data.field.place_id = index_place_list.getValue('valueStr');
|
|
474
|
+
search = data.field
|
|
400
475
|
console.log(search);
|
|
401
476
|
table.reload('businesses_table', {
|
|
402
477
|
page: {
|
|
@@ -17,6 +17,7 @@ json.data do
|
|
|
17
17
|
json.bidded_date d.last_follow_up&.bidded_date.to_s
|
|
18
18
|
json.signed_date d.last_follow_up&.signed_date.to_s
|
|
19
19
|
json.total_amount d.last_follow_up&.total_amount
|
|
20
|
+
json.actual_amount d.last_follow_up&.actual_amount
|
|
20
21
|
json.return_money d.return_money
|
|
21
22
|
json.place d.last_follow_up&.place&.name
|
|
22
23
|
json.last_follow_person d.last_follow_up.present? ? d.last_follow_up.staff.user.real_name : EducodeSales::Staff.find(d.staff_id).user.real_name
|