educode_sales 0.5.5 → 0.5.9

data/app/views/educode_sales/customers/edit_department.html.erb

@@ -0,0 +1,52 @@
+<div class="layuimini-main">
+  <form class="layui-form  layuimini-form" action="">
+    <div class="layui-form-item" style="padding: 25px">
+      <div class="layui-inline">
+        <label class="layui-form-label required">部门名称</label>
+        <div class="layui-input-block">
+          <input type="text" name="department_name" required lay-verify="required" autocomplete="off" placeholder="请输入"
+                 class="layui-input" id="inputFocus" value="<%=@department.name %>">
+        </div>
+      </div>
+      <div class="layui-inline" style="padding-left: 30px">
+        <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="data-edit">提交
+        </button>
+      </div>
+    </div>
+  </form>
+</div>
+
+<script>
+
+    layui.use(['form', 'table', 'upload', 'laytpl', 'request', 'selectInput', 'transfer'], function () {
+        var form = layui.form,
+            layer = layui.layer,
+            table = layui.table,
+            transfer = layui.transfer,
+            laytpl = layui.laytpl,
+            request = layui.request,
+            laydate = layui.laydate,
+            $ = layui.$;
+
+
+
+        form.render();
+
+        // 当前弹出层，防止ID被覆盖
+        var parentIndex = layer.index;
+
+
+        //监听提交
+        form.on('submit(data-edit)', function (data) {
+            request.authPut("missions/customers/"+ parent.department_id +"/update_department", data.field, function (res) {
+                if (res.success === false) {
+                    layer.alert(res.msg)
+                } else {
+                    layer.close(parent.edit_index1);
+                    table.reload('sale_plan_follow_table')
+                }
+            })
+            return false;
+        });
+    });
+</script>

data/app/views/educode_sales/customers/edit_follow_record.html.erb

@@ -0,0 +1,50 @@
+<h1 class="text-center" style="padding: 25px"><%=@school.name %></h1>
+<form class="layui-form " action="">
+  <div class="layui-form-item layui-form-text">
+    <label class="layui-form-label">跟进内容</label>
+    <div class="layui-input-block">
+      <textarea name="content" placeholder="请输入跟进内容" class="layui-textarea" ><%=@follow_up.content %></textarea>
+    </div>
+  </div>
+  <div class="layui-inline">
+    <label class="layui-form-label">跟进部门</label>
+    <div class="layui-input-inline">
+      <%= select_tag "department_id",options_for_select(@school.departments.pluck(:name, :id),@follow_up.department_id)%>
+    </div>
+  </div>
+  <div class="layui-inline" style="padding-left: 50px">
+    <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="edit_follow_up">提交
+    </button>
+  </div>
+</form>
+<script>
+    layui.use(['form', 'table', 'upload', 'layer', 'laytpl', 'request', 'laydate'], function () {
+        var form = layui.form,
+            layer = layui.layer,
+            table = layui.table,
+            laytpl = layui.laytpl,
+            request = layui.request,
+            laydate = layui.laydate,
+            $ = layui.$;
+
+
+        form.render();
+
+        form.on('submit(edit_follow_up)', function (data) {
+            request.authPut("missions/customer_follows/<%= @follow_up.id%>", data.field, function (res) {
+                if (res.success == false) {
+                    layer.alert(res.msg)
+                } else {
+                    layer.close(parent.editFollowIndex);
+                    parent.layer.close(parent.layer.getFrameIndex(window.name))
+                    parent.table.reload('customers_table')
+                    parent.table.reload('unfinish_table')
+                }
+            })
+
+
+            return false;
+        });
+
+    });
+</script>

data/app/views/educode_sales/customers/give.html.erb

@@ -0,0 +1,51 @@
+<%= Gon::Base.render_data %>
+<form class="layui-form " action="">
+  <div class="layui-form-item" style="padding: 25px">
+    <div class="layui-inline">
+      <label class="layui-form-label required">负责人</label>
+      <div class="layui-input-block">
+        <%= select_tag "staff_id", options_for_select(@staffs), { include_blank: true } %>
+      </div>
+    </div>
+    <div class="layui-inline" style="padding-left: 30px">
+      <button type="submit" class="layui-btn layui-btn-normal" lay-submit lay-filter="data-reset-btn">提交
+      </button>
+    </div>
+  </div>
+</form>
+
+
+<script>
+    layui.use(['form', 'table', 'upload', 'laytpl', 'request', 'selectInput', 'transfer'], function () {
+        var form = layui.form,
+            layer = layui.layer,
+            table = layui.table,
+            transfer = layui.transfer,
+            laytpl = layui.laytpl,
+            request = layui.request,
+            $ = layui.$;
+
+        form.render();
+
+        // 当前弹出层，防止ID被覆盖
+        var parentIndex = layer.index;
+
+
+
+        //监听提交
+        form.on('submit(data-reset-btn)', function (data) {
+            var school_ids = parent.ids
+            data.field['school_ids'] = school_ids;
+            console.log(data.field);
+            request.authPost("missions/customer_extensions", data.field, function (res) {
+                if (res.success === false) {
+                    layer.alert(res.msg)
+                } else {
+                    layer.closeAll(); //关闭所有层
+                    table.reload('customers_table')
+                }
+            })
+            return false;
+        });
+    });
+</script>

data/app/views/educode_sales/customers/index.html.erb

@@ -0,0 +1,485 @@
+<div style="margin: 10px 10px 10px 10px">
+  <form class="layui-form layui-form-pane" lay-filter="search_teachers">
+    <div class="layui-form-item">
+      <div class="layui-inline">
+        <label class="layui-form-label">客户名称</label>
+        <div class="layui-input-inline">
+          <input type="text" name="name" autocomplete="off" class="layui-input">
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">区域</label>
+        <div class="layui-input-inline">
+          <%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name)), { include_blank: true } %>
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">负责人</label>
+        <div class="layui-input-inline">
+          <%= select_tag "staff_id", options_for_select(@staffs), { include_blank: true } %>
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">最后跟进</label>
+        <div class="layui-input-inline">
+          <input type="text" class="layui-input" id="date" name="date" placeholder=" - ">
+        </div>
+      </div>
+
+      <div class="layui-inline">
+        <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_business_search">重置
+        </button>
+        <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_teachers">搜 索
+        </button>
+      </div>
+    </div>
+  </form>
+</div>
+
+<script type="text/html" id="toolbarDemo">
+  <div class="layui-btn-container">
+    <span class="table-label">客户列表</span>
+    <% if can? :create, EducodeSales::Customer %>
+<!--      <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add">添加客户</button>-->
+    <% end %>
+    <% if can? :give, EducodeSales::Customer %>
+  <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="give">分配/移交</button>
+    <% end %>
+    </button>
+  </div>
+</script>
+<div class="">
+  <table class="layui-hide" id="customers_table" style="min-height: 300px;" lay-filter="customers_table"></table>
+</div>
+<script type="text/html" id="currentTableBar">
+  <% if can? :create_department, EducodeSales::Customer %>
+    <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add_department">添加部门</a>
+  <% end %>
+  <% if can? :create_follow, EducodeSales::Customer %>
+<a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add_follow">添加跟进记录</a>
+  <% end %>
+  <% if can? :update, EducodeSales::Customer %>
+<!--<a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">编辑</a>-->
+  <% end %>
+</script>
+<script type="text/html" id="business">
+  <a href="/missions/businesses?school={{d.name}}"  class="layui-table-link">{{ d.business }}</a>
+</script>
+<script type="text/html" id="name">
+  <a href="javascript:void(0);" lay-event="name" class="layui-table-link">{{ d.name }}</a>
+</script>
+<script type="text/html" id="department">
+  <a href="javascript:void(0);" lay-event="department" class="layui-table-link">{{ d.department }}</a>
+</script>
+<script type="text/html" id="follow">
+  <a href="javascript:void(0);" lay-event="follow" class="layui-table-link">{{ d.follow }}</a>
+</script>
+
+
+<script>
+    layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate'], function () {
+        var $ = layui.jquery,
+            form = layui.form,
+            request = layui.request,
+            dropdown = layui.dropdown,
+            miniPage = layui.miniPage,
+            laydate = layui.laydate;
+
+        var laydate = layui.laydate;
+
+        laydate.render({
+            elem: '#date',
+            range: true
+        });
+        laydate.render({
+            elem: '#time',
+        });
+
+        table = layui.table;
+        table.render({
+            elem: '#customers_table',
+            url: '/missions/customers',
+            // where: {q: form.val('search_form')},
+            toolbar: '#toolbarDemo',
+            // totalRow:true,
+            defaultToolbar: ['filter'],
+            cols: [
+                [
+                    {type:'checkbox'},
+                    {
+                        field: 'id',
+                        width: 60,
+                        title:'序号',type: 'numbers',
+
+                    },
+                    {
+                        field: 'name',
+                        width: 160,
+                        title: '客户名称',
+                        templet: "#name"
+                    },
+                    {
+                        field: 'area',
+                        width: 100,
+                        title: '区域',
+                    },
+                    {
+                        field: 'department',
+                        width: 100,
+                        title: '二级部门',
+                        templet: "#department"
+                    },
+                    {
+                        field: 'business',
+                        width: 60,
+                        title: '商机',
+                        templet: "#business"
+                    },
+                    {
+                        field: 'follow',
+                        width: 100,
+                        title: '跟进次数',
+                        templet: "#follow"
+                    },
+                    {
+                        field: 'last_follow_time',
+                        width: 160,
+                        title: '最后跟进时间',
+                    },
+                    {
+                        field: 'staff',
+                        width: 100,
+                        title: '负责人',
+                    },
+                    {
+                        title: '操作',
+                        minWidth: 170,
+                        toolbar: '#currentTableBar',
+                        align: "center",
+                        fixed: 'right'
+                    }
+                ]
+            ],
+
+            limit: 20,
+            limits: [10,15,20,30,40,50,60,70,80,90],
+            page: true,
+        });
+
+        //监听表格复选框选择
+        table.on('checkbox(customers_table)', function (obj) {
+        });
+
+
+
+        function edit(id) {
+            var content = miniPage.getHrefContent('/missions/teachers/' + id + '/edit');
+            var openWH = miniPage.getOpenWidthHeight();
+            sindex = layer.open({
+                title: '编辑',
+                type: 1,
+                shade: 0.2,
+                maxmin: true,
+                shadeClose: true,
+                area: [openWH[0] + 'px', openWH[1] + 'px'],
+                offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                content: content
+            });
+            $(window).on("resize", function () {
+                layer.full(sindex);
+            });
+        }
+
+        function month(id) {
+            var content = miniPage.getHrefContent('/missions/operation_plans/new_month?teacher_id=' + id);
+            var openWH = miniPage.getOpenWidthHeight();
+            teacherindex2 = layer.open({
+                title: '添加月计划',
+                type: 1,
+                shade: 0.2,
+                maxmin: true,
+                shadeClose: true,
+                area: [openWH[0] + 'px', openWH[1] + 'px'],
+                offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                content: content
+            });
+            $(window).on("resize", function () {
+                layer.full(sindex);
+            });
+        }
+
+        function deleteBusiness(id, name) {
+            layer.confirm('确定删除' + name, function (index) {
+                request.delete('missions/teachers/' + id, {}, function (res) {
+                    layer.close(index);
+                    table.reload("customers_table")
+                })
+            });
+        }
+
+        var sort = {}, search = {};
+        table.on('sort(customers_table)', function (obj) {
+            sort.field = obj.field;
+            sort.order = obj.type;
+            table.reload('customers_table', {
+                initSort: obj,
+                where: {
+                    sort: sort,
+                    q: search
+                }
+            });
+        })
+
+        // 监听搜索操作
+        form.on('submit(search_teachers)', function (data) {
+            search = data.field
+            table.reload('customers_table', {
+                page: {
+                    curr: 1
+                },
+                where: {q: search, sort: sort}
+            }, 'data');
+            return false;
+        });
+
+        form.on('submit(reset_business_search)', function (data) {
+            var field = data.field;
+            form.val('search_teachers', {
+                area: "",
+                date: "",
+                attitude: "",
+                name: "",
+                professional_title: "",
+                regist_at: "",
+                status: "",
+                school: "",
+                assist: "",
+                teacher_source: ""
+            })
+            return false;
+        });
+        /**
+         * toolbar事件监听
+         */
+        table.on('toolbar(customers_table)', function (obj) {
+            if (obj.event === 'add') {  // 手动添加
+                var content = miniPage.getHrefContent('/missions/customers/new');
+                var openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '添加客户',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }else if (obj.event === 'give') {  //
+                var school_ids = []
+                var checkStatus = table.checkStatus('customers_table')
+                    ,data = checkStatus.data;
+                for (var i=0,len=data.length; i<len; i++){
+                    school_ids.push(data[i].id)
+                }
+                ids = school_ids
+                if(ids.length == 0){
+                    layer.msg('请选择客户')
+                    return
+                }
+                content = miniPage.getHrefContent('/missions/customers/give');
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '分配/移交',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'search_new') { // 搜索添加
+                content = miniPage.getHrefContent('/missions/teachers/search_new');
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '搜索添加',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }
+        });
+
+
+
+        table.on('tool(customers_table)', function (obj) {
+            var data = obj.data;
+            id = data.id
+            if (obj.event === 'edit') { // 监听添加操作
+                var content = miniPage.getHrefContent('/missions/customers' + data.id + '/edit');
+                var openWH = miniPage.getOpenWidthHeight();
+                sale_plan_index = layer.open({
+                    title: '编辑客户',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(sale_plan_index);
+                });
+            } else if (obj.event === 'delete') {
+                layer.confirm('确定删除' + data.name, function (index) {
+                    request.delete('missions/teachers/' + data.id, {}, function (res) {
+                        layer.close(index);
+                        table.reload("customers_table")
+                    })
+                });
+            } else if (obj.event === 'addWeek') {
+                var content = miniPage.getHrefContent('/missions/operation_plans/new_week?teacher_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+
+                teacherindex1 = layer.open({
+                    title: '添加周计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+            } else if (obj.event === 'addMonth') {
+                var content = miniPage.getHrefContent('/missions/operation_plans/new_month?teacher_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+                teacherindex2 = layer.open({
+                    title: '添加月计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+
+            } else if (obj.event === 'courses') {
+                teacher_id = data.id
+                content = miniPage.getHrefContent('/missions/teachers/add_courses?id='+data.id);
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '课程方向',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'add_department') {
+                school_id = data.id
+                var content = miniPage.getHrefContent('/missions/customers/new_department?id=' + data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+                new_department_index = layer.open({
+                    title: '添加部门',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'add_follow') { // 监听添加操作
+                var content = miniPage.getHrefContent('/missions/customers/new_follow_record?id=' + data.id)
+                var openWH = miniPage.getOpenWidthHeight();
+                addFollowIndex = layer.open({
+                    title: '添加跟进记录',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }  else if (obj.event === 'follow' || obj.event === 'name' ||obj.event === 'department' ) {
+                id = data.id
+                time = data.last_follow_time || ''
+                content = miniPage.getHrefContent('/missions/customers/show_follow?id=' + data.id);
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '客户列表/' + data.name,
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }
+        });
+
+    });
+</script>
+<style>
+    .layui-table-tool-temp{
+        padding-right: 30px; !important;
+    }
+</style>

data/app/views/educode_sales/customers/index.json.jbuilder

@@ -0,0 +1,25 @@
+json.data do
+  json.array! @customers do |d|
+    department_ids = d.departments.ids
+    business_ids = EducodeSales::Business.where(department_id: department_ids).ids
+    follow_ups = EducodeSales::FollowUp.where(business_id: business_ids)
+    customer_follows = EducodeSales::CustomerFollow.where(school_id: d.id)
+    a_last_follow_time = follow_ups.last&.created_at&.to_s(:date)
+    b_last_follow_time = customer_follows.last&.created_at&.to_s(:date)
+    if a_last_follow_time.present? && b_last_follow_time.present?
+      json.last_follow_time a_last_follow_time < b_last_follow_time ? b_last_follow_time : a_last_follow_time
+    else
+      json.last_follow_time a_last_follow_time || b_last_follow_time
+    end
+    json.id d.id
+    json.name d.name
+    json.area d.province
+    json.department d.departments.size
+    json.business business_ids.size
+    json.follow follow_ups.size + customer_follows.size
+    json.staff EducodeSales::CustomerExtension.find_by(school_id: d.id)&.customer_staff&.user&.real_name
+  end
+end
+
+json.code 0
+json.count @customers.total_count