educode_sales 0.6.3 → 0.6.4
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/assets/images/educode_sales/money_plans.png +0 -0
- data/app/controllers/educode_sales/money_plans_controller.rb +64 -0
- data/app/controllers/educode_sales/roles_controller.rb +4 -1
- data/app/controllers/educode_sales/sale_trends_controller.rb +40 -12
- data/app/controllers/educode_sales/staffs_controller.rb +3 -4
- data/app/models/educode_sales/permission.rb +2 -1
- data/app/models/educode_sales/role_area.rb +1 -0
- data/app/views/educode_sales/businesses/_follows.html.erb +15 -15
- data/app/views/educode_sales/businesses/index.html.erb +6 -2
- data/app/views/educode_sales/businesses/show_follow.html.erb +1 -0
- data/app/views/educode_sales/customers/edit.html.erb +687 -10
- data/app/views/educode_sales/customers/index.json.jbuilder +2 -1
- data/app/views/educode_sales/customers/new.html.erb +688 -11
- data/app/views/educode_sales/money_plans/index.html.erb +183 -0
- data/app/views/educode_sales/money_plans/index.json.jbuilder +20 -0
- data/app/views/educode_sales/plans/_monthPlan.html.erb +2 -1
- data/app/views/educode_sales/plans/_weekPlan.html.erb +2 -1
- data/app/views/educode_sales/roles/edit.html.erb +8 -0
- data/app/views/educode_sales/sale_trends/trends.html.erb +73 -13
- data/app/views/educode_sales/sale_trends/trends.json.jbuilder +3 -14
- data/app/views/educode_sales/sales/index.html.erb +2 -0
- data/app/views/educode_sales/sales/operations.json.jbuilder +2 -2
- data/app/views/layouts/educode_sales/application.html.erb +13 -2
- data/config/routes.rb +2 -0
- data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +3 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +6 -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_teachers">
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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="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="school" 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">负责人</label>
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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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</div>
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</div>
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<div class="layui-inline">
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<label class="layui-form-label">状态</label>
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<div class="layui-input-inline">
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<%= select_tag "clazz", options_for_select(['已完成','未完成']), { 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">创建时间</label>
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<div class="layui-input-inline">
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<input type="text" class="layui-input" id="date" name="date" 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_business_search">重置
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</button>
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<button type="submit" class="layui-btn layui-btn-primary" id="search_bt" lay-submit lay-filter="search_teachers">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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<script type="text/html" id="toolbarDemo">
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<div class="layui-btn-container">
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<span class="table-label">回款列表</span>
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</div>
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</script>
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<table class="layui-hide" id="place" lay-filter="place"></table>
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<script type="text/html" id="currentTableBar">
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</script>
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<script type="text/html" id="business">
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<div class="layui-text">
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<a href="/missions/businesses?name={{d.business}}&school={{d.school}}">{{d.business}}</a>
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</div>
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</script>
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<script type="text/html" id="school">
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<a href="<%= base_url%>/colleges/{{d.school_id}}/statistics" class="layui-table-link" target="_blank">{{ d.school }}</a>
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</script>
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<script>
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layui.use(['form', 'table', 'miniPage', 'element', 'request'], function () {
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var $ = layui.jquery,
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form = layui.form,
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table = layui.table,
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request = layui.request,
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miniPage = layui.miniPage;
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laydate = layui.laydate;
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laydate.render({
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elem: '#date',
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range: true
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});
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table.render({
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elem: '#place',
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url: '/missions/money_plans',
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toolbar: '#toolbarDemo',
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totalRow: true,
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defaultToolbar: ['filter'],
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initSort: {
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field: 'created_at' //排序字段，对应 cols 设定的各字段名
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,type: 'desc' //排序方式 asc: 升序、desc: 降序、null: 默认排序
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},
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cols: [
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[
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{
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field: 'id',
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width: 80,
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title:'序号',type: 'numbers',
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totalRowText:'本页/总计'
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},
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{
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field: 'created_at',
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width: 120,
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sort: true,
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title: '回款时间'
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},
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{
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field: 'amount',
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width: 200,
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sort: true,
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totalRow:true,
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title: '回款金额',
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},
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{
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field: 'clazz',
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width: 100,
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title: '状态',
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},
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{
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field: 'business',
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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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field: 'school',
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title: '单位',
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templet: "#school",
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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: '负责人',
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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(place)', function (obj) {
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sort.field = obj.field;
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sort.order = obj.type;
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table.reload('place', {
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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_teachers)', function (data) {
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search = data.field
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table.reload('place', {
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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_business_search)', function (data) {
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var field = data.field;
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form.val('search_teachers', {
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area: "",
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date: "",
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staff_id: "",
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clazz: "",
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professional_title: "",
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school: "",
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business: ""
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});
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return false;
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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: 0px; !important;
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}
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</style>
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total_amount = 0
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json.data do
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json.array! @money_plans do |d|
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json.id d.id
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json.created_at d.created_at.to_s(:date)
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json.amount d.amount
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total_amount += d.amount
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json.clazz d.clazz
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json.business d.follow_up.business.name
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json.school School.find(d.follow_up.business.school_id).name
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json.school_id School.find(d.follow_up.business.school_id).id
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json.staff d.staff.user.real_name
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end
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end
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json.totalRow do
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json.amount total_amount.round(2).to_s + '/' + @total_amount.round(2).to_s
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end
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json.code 0
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json.count @money_plans.total_count
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});
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return false;
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} else if (obj.event === 'show_follow') {
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business_id = obj.data.business_id
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id = data.business_id
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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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});
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return false;
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} else if (obj.event === 'show_follow') {
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-
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business_id = obj.data.business_id
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// business_name = data.name
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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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<%= radio_button_tag("business", "全部", @areas.include?("商机管理-全部"), {title: '全部列表', id: 3}) %>
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</div>
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</div>
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<div class="layui-form-item" style="border-top: 1px solid #ddd;">
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<label class="layui-form-label">回款管理</label>
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<div class="layui-input-block">
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<%= radio_button_tag("money_plan", "自己", @areas.include?("回款管理-自己"), {title: '本人负责列表', id: 16}) %>
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<%= radio_button_tag("money_plan", "区域", @areas.include?("回款管理-区域"), {title: '本人负责区域列表', id: 17}) %>
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<%= radio_button_tag("money_plan", "全部", @areas.include?("回款管理-全部"), {title: '全部列表', id: 18}) %>
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</div>
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</div>
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<div class="layui-form-item">
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<label class="layui-form-label">客户管理</label>
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<div class="layui-input-block">
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</div>
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</div>
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<div class="layui-inline">
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<button type="
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<button type="button" id="search_bt" class=" follow_count_bt layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness">确定
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</button>
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</div>
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</div>
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</div>
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</div>
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<div class="layui-inline">
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<button type="
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<button type="button" id="search_bt" class="goal_count_bt layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness">确定
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</button>
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</div>
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</div>
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</ul>
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<div class="layui-tab-content" style="padding-right: 50px">
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<div class="layui-tab-item layui-show" style="padding-left: 20px">
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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 m-t-10">
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<label class="layui-form-label">维度</label>
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<div class="layui-input-inline">
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<%= select_tag "business_count_type", options_for_select([['按商机总额统计','money'],['按商机数量统计','count']],params[:goal_count_range]), {'lay-filter': 'goal_count'}%>
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</div>
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</div>
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<div class="layui-inline m-t-10">
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<label class="layui-form-label">商机类型</label>
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<div class="layui-input-inline">
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<%= select_tag "business_type", options_for_select(EducodeSales::Common.where(clazz: 'business_type').where.not(extras: "x_class").pluck(:name, :id), params[:clazz_id]), { 'lay-filter': 'clazz_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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<button type="button" id="search_bt" class="business_bt layui-btn layui-btn-primary" lay-submit lay-filter="business_chart">确定
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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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@@ -307,17 +329,6 @@
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$(document).ready(function () {
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layer.msg("图表绘制中...", {
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$(".month").addClass('layui-hide')
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@@ -518,5 +529,54 @@
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data: <%=raw @business_data.to_json %>,
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options: opt
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});
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$(document).ready(function () {
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$(".follow_count_bt").click(function () {
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layer.load(0, {});
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$.get('/missions/sale_trends/trends.json?follow_count_range=' + $("#follow_count_range").val() + '&date_month=' + $("#date_month").val() + '&date_week=' + $("#date_week").val() + '&date_year=' + $("#date_year").val() + '&date=' + $("#date").val()).done(function(res) {
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var myChart = new Chart(ctx, {
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type: 'line',
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data: data1,
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options: {
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elements: {
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line: {
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tension: 0
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});
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|
+
$(".goal_count_bt").click(function () {
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+
layer.load(0, {});
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+
$.get('/missions/sale_trends/trends.json?count_type=' + $("#count_type").val() + '&goal_count_range=' + $("#goal_count_range").val() + '&goal_date_month=' + $("#goal_date_month").val() + '&goal_date_year=' + $("#goal_date_year").val()).done(function(res) {
|
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+
layer.closeAll('loading');
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+
var data2 = res.data2;
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var ctx = document.getElementById('myChart2');
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type: 'bar',
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data: data2,
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$(".business_bt").click(function () {
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+
layer.load(0, {});
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+
$.get('/missions/sale_trends/trends.json?business_count_type=' + $("#business_count_type").val() + '&business_type=' + $("#business_type").val()).done(function(res) {
|
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layer.closeAll('loading');
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+
var data3 = res.data3;
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|
+
var ctx = document.getElementById('myChart3');
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|
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var myChart3 = new Chart(ctx, {
|
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type: 'bar',
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+
});
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|
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|
+
|
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581
|
})
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|
522
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|
</script>
|
|
@@ -1,14 +1,3 @@
|
|
|
1
|
-
|
|
2
|
-
json.
|
|
3
|
-
|
|
4
|
-
json.datasets do
|
|
5
|
-
json.array! [1,2] do |d|
|
|
6
|
-
json.label '人名'
|
|
7
|
-
json.backgroundColor "#fff"
|
|
8
|
-
json.borderColor "#36A2EB"
|
|
9
|
-
json.pointBackgroundColor "#36A2EB"
|
|
10
|
-
json.pointBorderColor "#fff"
|
|
11
|
-
json.data my_array
|
|
12
|
-
end
|
|
13
|
-
end
|
|
14
|
-
end
|
|
1
|
+
json.data1 @follow_count_data
|
|
2
|
+
json.data2 @goal_count_data
|
|
3
|
+
json.data3 @business_data
|
|
@@ -17,9 +17,9 @@ json.data do
|
|
|
17
17
|
else
|
|
18
18
|
json.area ''
|
|
19
19
|
end
|
|
20
|
-
departments = EducodeSales::Business.joins(:
|
|
20
|
+
departments = (EducodeSales::Business.joins(:follow_ups, [department: :school]).where("educode_sales_follow_ups.staff_id = #{d.id}").select("departments.id, departments.name, schools.name AS school, educode_sales_follow_ups.updated_at") + EducodeSales::Teacher.joins(:follow_up, [department: :school]).where("educode_sales_teacher_follows.staff_id = #{d.id}").select("departments.id, departments.name, schools.name AS school, educode_sales_teacher_follows.updated_at")).uniq{|s| s.id}.size
|
|
21
21
|
json.departments departments
|
|
22
|
-
schools = EducodeSales::Business.joins(:
|
|
22
|
+
schools = EducodeSales::Business.joins(:follow_ups, :department).where("educode_sales_follow_ups.staff_id = #{d.id}").select("COUNT(distinct(departments.school_id)) AS count")[0]['count'] + EducodeSales::Teacher.joins(:follow_up, :department).where("educode_sales_teacher_follows.staff_id = #{d.id}").select("COUNT(distinct(departments.school_id)) AS count")[0]['count']
|
|
23
23
|
json.schools schools
|
|
24
24
|
departments_count += departments
|
|
25
25
|
schools_count += schools
|
|
@@ -9,12 +9,15 @@
|
|
|
9
9
|
<meta name="viewport" content="width=device-width,initial-scale=1,minimum-scale=1,maximum-scale=1,user-scalable=no"/>
|
|
10
10
|
<%= stylesheet_link_tag "educode_sales/application", media: "all" %>
|
|
11
11
|
<%= javascript_include_tag "educode_sales/application" %>
|
|
12
|
+
<script src="https://cdn.jsdelivr.net/npm/cxselect@1.4.0/js/jquery.cxselect.js"></script>
|
|
13
|
+
<script src="https://cdn.jsdelivr.net/npm/cxselect@1.4.0/js/jquery.cxselect.min.js"></script>
|
|
14
|
+
<script src="https://cdn.jsdelivr.net/npm/jquery@3.6.0/dist/jquery.js"></script>
|
|
12
15
|
</head>
|
|
13
16
|
<body class="" id="body">
|
|
14
17
|
<div class="layui-layout layui-layout-admin " >
|
|
15
18
|
<div class="layui-header">
|
|
16
19
|
<a href="/missions">
|
|
17
|
-
<div class="layui-
|
|
20
|
+
<div class="layui-bg-black layuimini-logo layui-logo" id="head_a">
|
|
18
21
|
<%= image_tag "educode_sales/logo.png", class: 'header-logo' %>
|
|
19
22
|
<span class="app-title">营销系统</span>
|
|
20
23
|
</div>
|
|
@@ -45,7 +48,7 @@
|
|
|
45
48
|
</ul>
|
|
46
49
|
</div>
|
|
47
50
|
|
|
48
|
-
<div class="layui-side layui-bg-black">
|
|
51
|
+
<div class="layui-side layui-bg-black" id="head_b">
|
|
49
52
|
<div class="layui-side-scroll ">
|
|
50
53
|
<!-- 左侧导航区域（可配合layui已有的垂直导航） -->
|
|
51
54
|
<ul class="layui-nav layui-nav-tree ul"
|
|
@@ -66,6 +69,10 @@
|
|
|
66
69
|
<dd><a href="/missions/businesses" class="<%= current?('layui-this', businesses_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/4.商机管理.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>商机管理</a>
|
|
67
70
|
</dd>
|
|
68
71
|
<% end %>
|
|
72
|
+
<% if can? :read, EducodeSales::MoneyPlan %>
|
|
73
|
+
<dd><a href="/missions/money_plans" class="<%= current?('layui-this', money_plans_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/money_plans.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>回款管理</a>
|
|
74
|
+
</dd>
|
|
75
|
+
<% end %>
|
|
69
76
|
<% if can? :read, EducodeSales::Customer %>
|
|
70
77
|
<dd><a href="/missions/customers" class="<%= current?('layui-this', customers_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/客户管理.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>客户管理</a>
|
|
71
78
|
</dd>
|
|
@@ -205,6 +212,8 @@
|
|
|
205
212
|
$(".i_class").animate({left: '200px'},"fast");
|
|
206
213
|
$(".layui-nav-item").addClass('layui-nav-itemed')
|
|
207
214
|
$("#logout").removeClass('layui-nav-itemed')
|
|
215
|
+
$("#head_b").removeClass('layui-hide-xs')
|
|
216
|
+
$("#head_a").removeClass('layui-hide-xs')
|
|
208
217
|
}
|
|
209
218
|
|
|
210
219
|
function menuHide(btn) {
|
|
@@ -212,6 +221,8 @@
|
|
|
212
221
|
btn.removeClass('layui-icon-shrink-right').addClass('layui-icon-spread-left');
|
|
213
222
|
body.addClass('layuimini-mini');
|
|
214
223
|
$(".i_class").animate({left: '60px'});
|
|
224
|
+
$("#head_b").addClass('layui-hide-xs')
|
|
225
|
+
$("#head_a").addClass('layui-hide-xs')
|
|
215
226
|
}
|
|
216
227
|
}
|
|
217
228
|
});
|
data/config/routes.rb
CHANGED
|
@@ -8,6 +8,9 @@ class CreateEducodeSalesRolePermissions < ActiveRecord::Migration[5.2]
|
|
|
8
8
|
end
|
|
9
9
|
if EducodeSales::Permission.last.nil?
|
|
10
10
|
|
|
11
|
+
#回款管理权限
|
|
12
|
+
EducodeSales::Permission.create(name: '查看回款列表', subject: 'MoneyPlan', action: 'read', clazz: 'money_plan', position: '15')
|
|
13
|
+
|
|
11
14
|
#客户管理权限
|
|
12
15
|
EducodeSales::Permission.create(name: '查看客户', subject: 'Customer', action: 'read', clazz: 'customer')
|
|
13
16
|
EducodeSales::Permission.create(name: '添加客户', subject: 'Customer', action: 'create', clazz: 'customer')
|
metadata
CHANGED
|
@@ -1,14 +1,14 @@
|
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
|
2
2
|
name: educode_sales
|
|
3
3
|
version: !ruby/object:Gem::Version
|
|
4
|
-
version: 0.6.
|
|
4
|
+
version: 0.6.4
|
|
5
5
|
platform: ruby
|
|
6
6
|
authors:
|
|
7
7
|
- anke1460
|
|
8
8
|
autorequire:
|
|
9
9
|
bindir: bin
|
|
10
10
|
cert_chain: []
|
|
11
|
-
date:
|
|
11
|
+
date: 2022-01-07 00:00:00.000000000 Z
|
|
12
12
|
dependencies:
|
|
13
13
|
- !ruby/object:Gem::Dependency
|
|
14
14
|
name: rails
|
|
@@ -109,6 +109,7 @@ files:
|
|
|
109
109
|
- app/assets/images/educode_sales/loading-2.gif
|
|
110
110
|
- app/assets/images/educode_sales/loginbg.png
|
|
111
111
|
- app/assets/images/educode_sales/logo.png
|
|
112
|
+
- app/assets/images/educode_sales/money_plans.png
|
|
112
113
|
- app/assets/images/educode_sales/回收站.png
|
|
113
114
|
- app/assets/images/educode_sales/客户管理.png
|
|
114
115
|
- app/assets/javascripts/educode_sales/application.js
|
|
@@ -145,6 +146,7 @@ files:
|
|
|
145
146
|
- app/controllers/educode_sales/home_controller.rb
|
|
146
147
|
- app/controllers/educode_sales/import_teachers_controller.rb
|
|
147
148
|
- app/controllers/educode_sales/key_person_controller.rb
|
|
149
|
+
- app/controllers/educode_sales/money_plans_controller.rb
|
|
148
150
|
- app/controllers/educode_sales/operation_plans_controller.rb
|
|
149
151
|
- app/controllers/educode_sales/operation_reports_controller.rb
|
|
150
152
|
- app/controllers/educode_sales/operations_controller.rb
|
|
@@ -253,6 +255,8 @@ files:
|
|
|
253
255
|
- app/views/educode_sales/home/search_teacher.json.jbuilder
|
|
254
256
|
- app/views/educode_sales/home/search_users.json.jbuilder
|
|
255
257
|
- app/views/educode_sales/home/statistics.html.erb
|
|
258
|
+
- app/views/educode_sales/money_plans/index.html.erb
|
|
259
|
+
- app/views/educode_sales/money_plans/index.json.jbuilder
|
|
256
260
|
- app/views/educode_sales/operation_plans/_monthPlan.html.erb
|
|
257
261
|
- app/views/educode_sales/operation_plans/_monthly.html.erb
|
|
258
262
|
- app/views/educode_sales/operation_plans/_weekPlan.html.erb
|