educode_sales 0.6.4 → 0.6.8

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Files changed (41) hide show
  1. checksums.yaml +4 -4
  2. data/app/controllers/educode_sales/activities_controller.rb +0 -2
  3. data/app/controllers/educode_sales/businesses_controller.rb +103 -47
  4. data/app/controllers/educode_sales/money_plans_controller.rb +8 -7
  5. data/app/controllers/educode_sales/sale_trends_controller.rb +105 -18
  6. data/app/controllers/educode_sales/staffs_controller.rb +19 -0
  7. data/app/controllers/educode_sales/teacher_follows_controller.rb +1 -93
  8. data/app/models/educode_sales/business_export_record.rb +5 -0
  9. data/app/views/educode_sales/activities/index.html.erb +7 -1
  10. data/app/views/educode_sales/activities/new.html.erb +1 -1
  11. data/app/views/educode_sales/businesses/edit_follow_record.html.erb +13 -4
  12. data/app/views/educode_sales/businesses/edit_plan.html.erb +5 -2
  13. data/app/views/educode_sales/businesses/export_records.html.erb +53 -0
  14. data/app/views/educode_sales/businesses/export_records.json.jbuilder +11 -0
  15. data/app/views/educode_sales/businesses/file.html.erb +8 -4
  16. data/app/views/educode_sales/businesses/index.html.erb +119 -16
  17. data/app/views/educode_sales/businesses/index.json.jbuilder +37 -7
  18. data/app/views/educode_sales/businesses/new_follow_record.html.erb +10 -5
  19. data/app/views/educode_sales/commons/index.html.erb +7 -1
  20. data/app/views/educode_sales/customers/edit.html.erb +3 -0
  21. data/app/views/educode_sales/customers/edit_follow_record.html.erb +1 -1
  22. data/app/views/educode_sales/customers/new.html.erb +3 -0
  23. data/app/views/educode_sales/customers/new_follow_record.html.erb +1 -1
  24. data/app/views/educode_sales/customers/show_follow.html.erb +1 -1
  25. data/app/views/educode_sales/money_plans/index.html.erb +47 -8
  26. data/app/views/educode_sales/money_plans/index.json.jbuilder +2 -1
  27. data/app/views/educode_sales/places/index.html.erb +16 -2
  28. data/app/views/educode_sales/places/index.json.jbuilder +3 -1
  29. data/app/views/educode_sales/recycles/business.json.jbuilder +2 -2
  30. data/app/views/educode_sales/roles/index.html.erb +7 -1
  31. data/app/views/educode_sales/sale_trends/trends.html.erb +96 -44
  32. data/app/views/educode_sales/sale_trends/trends.json.jbuilder +2 -1
  33. data/app/views/educode_sales/sales/index.json.jbuilder +2 -2
  34. data/app/views/educode_sales/staffs/index.html.erb +68 -2
  35. data/app/views/educode_sales/teachers/index.html.erb +15 -7
  36. data/app/views/layouts/educode_sales/application.html.erb +6 -1
  37. data/config/routes.rb +2 -0
  38. data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +7 -0
  39. data/db/migrate/20220121060006_create_educode_sales_business_export_records.rb +10 -0
  40. data/lib/educode_sales/version.rb +1 -1
  41. metadata +6 -2
@@ -26,9 +26,9 @@
26
26
  </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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+ <label class="layui-form-label">回款时间</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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+ <input type="text" class="layui-input" id="date" name="date" placeholder=" - " autocomplete="off">
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  </div>
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  </div>
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  <div class="layui-inline">
@@ -43,7 +43,7 @@
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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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+ <span class="table-label">回款计划</span>
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  </div>
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  </script>
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@@ -52,9 +52,7 @@
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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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+ <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 type="text/html" id="school">
@@ -83,7 +81,7 @@
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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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+ field: 'date_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: [
@@ -95,7 +93,7 @@
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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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+ field: 'date_at',
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  width: 120,
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  sort: true,
101
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  title: '回款时间'
@@ -174,6 +172,47 @@
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  return false;
175
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  });
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174
 
175
+ table.on('tool(place)', function (obj) {
176
+ 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 () {
192
+ layer.full(index);
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+ });
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+ } else if (obj.event === 'business') {
195
+ console.log(data);
196
+ business_id = data.business_id
197
+ business_name = data.business
198
+ content = miniPage.getHrefContent('/missions/businesses/show_follow?id=' + data.business_id);
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+ openWH = miniPage.getOpenWidthHeight();
200
+ index = layer.open({
201
+ title: '商机列表/' + data.business + '的跟进记录',
202
+ type: 1,
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+ shade: 0.2,
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+ maxmin: true,
205
+ shadeClose: true,
206
+ area: [openWH[0] + 'px', openWH[1] + 'px'],
207
+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content
209
+ });
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+ $(window).on("resize", function () {
211
+ layer.full(index);
212
+ });
213
+ }
214
+ });
215
+
177
216
  });
178
217
  </script>
179
218
  <style>
@@ -2,11 +2,12 @@ total_amount = 0
2
2
  json.data do
3
3
  json.array! @money_plans do |d|
4
4
  json.id d.id
5
- json.created_at d.created_at.to_s(:date)
5
+ json.date_at d.date_at.to_s(:date)
6
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  json.amount d.amount
7
7
  total_amount += d.amount
8
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  json.clazz d.clazz
9
9
  json.business d.follow_up.business.name
10
+ json.business_id d.follow_up.business.id
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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
12
13
  json.staff d.staff.user.real_name
@@ -131,12 +131,26 @@
131
131
  templet: "#business_a",
132
132
 
133
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  },
134
+ // {
135
+ // field: 'amount',
136
+ // width: 120,
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+ // totalRow:true,
138
+ // sort: true,
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+ // title: '中标金额'
140
+ // },
134
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  {
135
- field: 'amount',
142
+ field: 'total_amount',
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143
  width: 120,
137
144
  totalRow:true,
138
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  sort: true,
139
- title: '中标金额'
146
+ title: '项目总额'
147
+ },
148
+ {
149
+ field: 'divide_amount',
150
+ width: 120,
151
+ totalRow:true,
152
+ sort: true,
153
+ title: '渠道分成'
140
154
  },
141
155
  {
142
156
  field: 'return_mount',
@@ -17,7 +17,9 @@ json.data do
17
17
  business_count = EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id}").count
18
18
  json.businesses_count business_count
19
19
  all_businesses_count += business_count
20
- json.amount EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id} AND educode_sales_follow_ups.stage_id IN (?)", @stage_ids).sum("actual_amount - divide_amount").round(2)
20
+ # json.amount EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id} AND educode_sales_follow_ups.stage_id IN (?)", @stage_ids).sum("actual_amount - divide_amount").round(2)
21
+ json.total_amount EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id} AND educode_sales_follow_ups.stage_id IN (?)", @stage_ids).sum("total_amount").round(2)
22
+ json.divide_amount EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id} AND educode_sales_follow_ups.stage_id IN (?)", @stage_ids).sum("divide_amount").round(2)
21
23
  json.return_mount EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", @x).where("educode_sales_follow_ups.place_id = #{d.id}").sum(:return_money).round(2)
22
24
  end
23
25
  end
@@ -5,8 +5,8 @@ json.data do
5
5
  json.name business.name
6
6
  json.school business.department.school.name
7
7
  json.department business.department.name
8
- json.last_follow_person business.last_follow_up.present? ? business.last_follow_up.staff.user.real_name : EducodeSales::Staff.find(business.staff_id).user.real_name
9
- json.latest_time business.last_follow_up.present? ? business.last_follow_up.created_at.to_s : business.created_at.to_s
8
+ json.last_follow_person business.last_follow_up_id.present? ? EducodeSales::FollowUp.unscoped.find(business.last_follow_up_id).staff.user.real_name : EducodeSales::Staff.find(business.staff_id).user.real_name
9
+ json.latest_time business.last_follow_up_id.present? ? EducodeSales::FollowUp.unscoped.find(business.last_follow_up_id).created_at.to_s : business.created_at.to_s
10
10
  json.deleter EducodeSales::Staff.find(d.deleter_id).user.real_name
11
11
  json.delete_time d.created_at.to_s
12
12
  end
@@ -152,4 +152,10 @@
152
152
  }
153
153
  });
154
154
  })
155
- </script>
155
+ </script>
156
+ <style>
157
+ .layui-table-tool-temp{
158
+ padding-right: 0px; !important;
159
+ }
160
+
161
+ </style>
@@ -20,7 +20,7 @@
20
20
  <h5>商机目标</h5>
21
21
  </div>
22
22
  <div class="panel-content y-t-10">
23
- <h1 class="no-margins" id="chance_money_value"><%= @sale_trend.chance_money %>万</h1>
23
+ <h1 class="no-margins" id="chance_money_value"><%=@sale_trend.present? ? @sale_trend.chance_money : EducodeSales::SaleTrend.sum(:chance_money)%>万</h1>
24
24
  <div id="chance_money_field" class="layui-hide">
25
25
  <input type="text" name="chance_money" autocomplete="off"
26
26
  class="layui-input" id="chance_money">
@@ -39,7 +39,7 @@
39
39
  <h5>中标目标</h5>
40
40
  </div>
41
41
  <div class="panel-content y-t-10">
42
- <h1 class="no-margins" id="ballot_money_value"><%= @sale_trend.ballot_money %>万</h1>
42
+ <h1 class="no-margins" id="ballot_money_value"><%=@sale_trend.present? ? @sale_trend.ballot_money : EducodeSales::SaleTrend.sum(:ballot_money)%>万</h1>
43
43
  <div id="ballot_money_field" class="layui-hide">
44
44
  <input type="text" name="ballot_money" autocomplete="off" class="layui-input" id="ballot_money">
45
45
  </div>
@@ -57,7 +57,7 @@
57
57
  <h5>签单目标</h5>
58
58
  </div>
59
59
  <div class="panel-content y-t-10">
60
- <h1 class="no-margins" id="sign_money_value"><%= @sale_trend.sign_money %>万</h1>
60
+ <h1 class="no-margins" id="sign_money_value"><%=@sale_trend.present? ? @sale_trend.sign_money : EducodeSales::SaleTrend.sum(:sign_money)%>万</h1>
61
61
  <div id="sign_money_field" class="layui-hide">
62
62
  <input type="text" name="sign_money" autocomplete="off" class="layui-input" id="sign_money">
63
63
  </div>
@@ -75,7 +75,7 @@
75
75
  <h5>回款目标</h5>
76
76
  </div>
77
77
  <div class="panel-content y-t-10">
78
- <h1 class="no-margins" id="returned_money_value"><%= @sale_trend.returned_money %>万</h1>
78
+ <h1 class="no-margins" id="returned_money_value"><%=@sale_trend.present? ? @sale_trend.returned_money : EducodeSales::SaleTrend.sum(:returned_money)%>万</h1>
79
79
  <div id="returned_money_field" class="layui-hide">
80
80
  <input type="text" name="returned_money" autocomplete="off" class="layui-input" id="returned_money">
81
81
  </div>
@@ -88,7 +88,7 @@
88
88
  <div class="panel layui-bg-number">
89
89
  <div class="panel-body">
90
90
  <div class="panel-title">
91
- <h5>现有商机<a href="/missions/businesses?name=(销售态势-现有商机)" style="color: #0000FF;float: right">查看商机</a></h5>
91
+ <h5>现有商机<a href="/missions/businesses?name=(销售态势-<%=@year %>-现有商机)" style="color: #0000FF;float: right">查看商机</a></h5>
92
92
  </div>
93
93
  <div class="panel-content y-t-10">
94
94
  <h1 class="no-margins"><%= @business_amount %>万</h1>
@@ -195,12 +195,12 @@
195
195
  </div>
196
196
  </form>
197
197
  <br>
198
- <div class="layui-tab layui-tab-card" id="商机跟进数">
198
+ <div class="" id="商机跟进数">
199
199
  <ul class="layui-tab-title">
200
200
  <li class="layui-this">商机跟进数</li>
201
201
  </ul>
202
- <div class="layui-tab-content" style="padding-right: 50px">
203
- <div class="layui-tab-item layui-show " style="padding-left: 20px">
202
+ <div class="" style="padding-right: 50px">
203
+ <div class=" layui-show " style="padding-left: 20px">
204
204
  <div style="margin: 10px 10px 10px 10px">
205
205
  <form class="layui-form layui-form-pane" lay-filter="search_form">
206
206
  <div class="layui-form-item">
@@ -213,10 +213,10 @@
213
213
  <div class="layui-inline">
214
214
  <label class="layui-form-label">时间范围</label>
215
215
  <div class="layui-input-inline">
216
- <input type="text" class="layui-input month layui-hide" id="date_month" name="date_month" placeholder=" - " value="<%=params[:date_month] %>" >
217
- <input type="text" class="layui-input year layui-hide" id="date_year" name="date_year" placeholder=" - " value="<%=params[:date_year] %>">
218
- <input type="text" class="layui-input week " id="date_week" name="date_week" placeholder=" - " value="<%=params[:date_week].present? ? params[:date_week] : (Time.now - 30.days).beginning_of_week.to_s(:date) + ' - ' + Time.now.end_of_week.to_s(:date) %>">
219
- <input type="text" class="layui-input day layui-hide" id="date" name="date" placeholder=" - " value="<%=params[:date] %>">
216
+ <input type="text" class="layui-input month layui-hide" id="date_month" name="date_month" placeholder=" - " value="<%=params[:date_month] %>" autocomplete="off" >
217
+ <input type="text" class="layui-input year layui-hide" id="date_year" name="date_year" placeholder=" - " value="<%=params[:date_year] %>" autocomplete="off">
218
+ <input type="text" class="layui-input week " id="date_week" name="date_week" placeholder=" - " value="<%=params[:date_week].present? ? params[:date_week] : (Time.now - 30.days).beginning_of_week.to_s(:date) + ' - ' + Time.now.end_of_week.to_s(:date) %>" autocomplete="off">
219
+ <input type="text" class="layui-input day layui-hide" id="date" name="date" placeholder=" - " value="<%=params[:date] %>" autocomplete="off">
220
220
  </div>
221
221
  </div>
222
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  <div class="layui-inline">
@@ -232,12 +232,12 @@
232
232
  </div>
233
233
  <br>
234
234
  <br>
235
- <div class="layui-tab layui-tab-card " id="销售额分析" lay-filter="test1">
235
+ <div class=" " id="销售额分析" lay-filter="test1">
236
236
  <ul class="layui-tab-title">
237
237
  <li class="layui-this">销售额分析</li>
238
238
  </ul>
239
- <div class="layui-tab-content" style="padding-right: 50px">
240
- <div class="layui-tab-item layui-show" style="padding-left: 20px">
239
+ <div class="" style="padding-right: 50px">
240
+ <div class=" layui-show" style="padding-left: 20px">
241
241
  <div style="margin: 10px 10px 10px 10px">
242
242
  <form class="layui-form layui-form-pane" lay-filter="search_form">
243
243
  <div class="layui-form-item">
@@ -256,8 +256,8 @@
256
256
  <div class="layui-inline">
257
257
  <label class="layui-form-label">时间范围</label>
258
258
  <div class="layui-input-inline">
259
- <input type="text" class="layui-input goal_month " id="goal_date_month" name="goal_date_month" placeholder=" - " value="<%=params[:goal_date_month].present? ? params[:goal_date_month] : Time.now.year.to_s + "-01" + " - " + Time.now.strftime("%Y-%m") %>">
260
- <input type="text" class="layui-input goal_year layui-hide" id="goal_date_year" name="goal_date_year" placeholder=" - " value="<%=params[:goal_date_year] %>">
259
+ <input type="text" class="layui-input goal_month " id="goal_date_month" name="goal_date_month" placeholder=" - " value="<%=params[:goal_date_month].present? ? params[:goal_date_month] : Time.now.year.to_s + "-01" + " - " + Time.now.strftime("%Y-%m") %>" autocomplete="off">
260
+ <input type="text" class="layui-input goal_year layui-hide" id="goal_date_year" name="goal_date_year" placeholder=" - " value="<%=params[:goal_date_year] %>" autocomplete="off">
261
261
  </div>
262
262
  </div>
263
263
  <div class="layui-inline">
@@ -274,12 +274,12 @@
274
274
  </div>
275
275
  <br>
276
276
  <br>
277
- <div class="layui-tab layui-tab-card " id="销售额分析" lay-filter="test1">
277
+ <div class=" " id="销售额分析" lay-filter="test1">
278
278
  <ul class="layui-tab-title">
279
279
  <li class="layui-this">商机区域分布</li>
280
280
  </ul>
281
- <div class="layui-tab-content" style="padding-right: 50px">
282
- <div class="layui-tab-item layui-show" style="padding-left: 20px">
281
+ <div class="" style="padding-right: 50px">
282
+ <div class=" layui-show" style="padding-left: 20px">
283
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  <div style="margin: 10px 10px 10px 10px">
284
284
  <form class="layui-form layui-form-pane" lay-filter="search_form">
285
285
  <div class="layui-form-item">
@@ -307,6 +307,46 @@
307
307
 
308
308
  </div>
309
309
  </div>
310
+ <div class=" " id="销售人员跟进分析" lay-filter="test1">
311
+ <ul class="layui-tab-title">
312
+ <li class="layui-this">销售人员跟进分析</li>
313
+ </ul>
314
+ <div class="" style="padding-right: 50px">
315
+ <div class=" layui-show" style="padding-left: 20px">
316
+ <div style="margin: 10px 10px 10px 10px">
317
+ <form class="layui-form layui-form-pane" lay-filter="search_form">
318
+ <div class="layui-form-item">
319
+ <div class="layui-inline m-t-10">
320
+ <label class="layui-form-label">维度</label>
321
+ <div class="layui-input-inline">
322
+ <%= select_tag "customer_count_type", options_for_select([['按跟进客户数统计','money'],['按跟进客户次数统计','count']],params[:goal_count_range]), {'lay-filter': 'goal_count'}%>
323
+ </div>
324
+ </div>
325
+ <div class="layui-inline m-t-10">
326
+ <label class="layui-form-label">时间范围</label>
327
+ <div class="layui-input-inline">
328
+ <% options = [['上周','last_week'],['本周','this_week'],['上月','last_month'],['本月','this_month'],['去年','last_year'],['今年','this_year'],['全部','all'],['自定义','diy']]%>
329
+ <%= select_tag "customer_time_range", options_for_select(options,'this_year'), { 'lay-filter': 'customer_time_range'} %>
330
+ </div>
331
+ </div>
332
+ <div class="layui-inline m-t-10 layui-hide diy_range" id="diy_range">
333
+ <label class="layui-form-label">自定义范围</label>
334
+ <div class="layui-input-inline">
335
+ <input type="text" class="layui-input" id="customer_date" name="customer_date" placeholder=" - " autocomplete="off">
336
+ </div>
337
+ </div>
338
+ <div class="layui-inline">
339
+ <button type="button" id="search_bt" class="customer_bt layui-btn layui-btn-primary" lay-submit lay-filter="customer_chart">确定
340
+ </button>
341
+ </div>
342
+ </div>
343
+ </form>
344
+ </div>
345
+ <canvas id="myChart4" width="960" height="200"></canvas>
346
+ </div>
347
+
348
+ </div>
349
+ </div>
310
350
  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/chart.js@2.9.1/dist/Chart.min.css">
311
351
  <script src="https://cdn.jsdelivr.net/npm/chart.js@2.9.1/dist/Chart.min.js"></script>
312
352
  <script>
@@ -329,6 +369,15 @@
329
369
  var element = layui.element;
330
370
  laydate = layui.laydate;
331
371
 
372
+ form.on('select(customer_time_range)', function(data){
373
+ const value = data.value;
374
+ if(value == "diy"){
375
+ $(".diy_range").removeClass("layui-hide")
376
+ }else {
377
+ $(".diy_range").addClass('layui-hide')
378
+ }
379
+ })
380
+
332
381
  if(follow_type == "day"){
333
382
  $(".year").addClass('layui-hide')
334
383
  $(".month").addClass('layui-hide')
@@ -394,6 +443,10 @@
394
443
  elem: '#date',
395
444
  range: true
396
445
  });
446
+ laydate.render({
447
+ elem: '#customer_date',
448
+ range: true
449
+ });
397
450
  laydate.render({
398
451
  elem: '#date_week',
399
452
  range: true
@@ -530,24 +583,21 @@
530
583
  options: opt
531
584
  });
532
585
 
586
+ var ctx = document.getElementById('myChart4');
587
+ var myChart4 = new Chart(ctx, {
588
+ type: 'bar',
589
+ data: <%=raw @customer_data.to_json %>,
590
+ options: opt
591
+ });
592
+
533
593
  $(document).ready(function () {
534
594
  $(".follow_count_bt").click(function () {
535
595
  layer.load(0, {});
536
596
  $.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) {
537
597
  layer.closeAll('loading');
538
598
  var data1 = res.data1;
539
- var ctx = document.getElementById('myChart');
540
- var myChart = new Chart(ctx, {
541
- type: 'line',
542
- data: data1,
543
- options: {
544
- elements: {
545
- line: {
546
- tension: 0
547
- }
548
- }
549
- }
550
- });
599
+ myChart.data = data1
600
+ myChart.update()
551
601
  });
552
602
  });
553
603
  $(".goal_count_bt").click(function () {
@@ -555,12 +605,9 @@
555
605
  $.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) {
556
606
  layer.closeAll('loading');
557
607
  var data2 = res.data2;
558
- var ctx = document.getElementById('myChart2');
559
- var myChart2 = new Chart(ctx, {
560
- type: 'bar',
561
- data: data2,
562
- options: opt
563
- });
608
+ myChart2.data = data2
609
+ myChart2.update()
610
+
564
611
  });
565
612
  });
566
613
  $(".business_bt").click(function () {
@@ -568,12 +615,17 @@
568
615
  $.get('/missions/sale_trends/trends.json?business_count_type=' + $("#business_count_type").val() + '&business_type=' + $("#business_type").val()).done(function(res) {
569
616
  layer.closeAll('loading');
570
617
  var data3 = res.data3;
571
- var ctx = document.getElementById('myChart3');
572
- var myChart3 = new Chart(ctx, {
573
- type: 'bar',
574
- data: data3,
575
- options: opt
576
- });
618
+ myChart3.data = data3
619
+ myChart3.update()
620
+ });
621
+ });
622
+ $(".customer_bt").click(function () {
623
+ layer.load(0, {});
624
+ $.get('/missions/sale_trends/trends.json?customer_count_type=' + $("#customer_count_type").val() + '&customer_time_range=' + $("#customer_time_range").val()).done(function(res) {
625
+ layer.closeAll('loading');
626
+ var data4 = res.data4;
627
+ myChart4.data = data4
628
+ myChart4.update()
577
629
  });
578
630
  });
579
631
  });
@@ -1,3 +1,4 @@
1
1
  json.data1 @follow_count_data
2
2
  json.data2 @goal_count_data
3
- json.data3 @business_data
3
+ json.data3 @business_data
4
+ json.data4 @customer_data
@@ -36,7 +36,7 @@ json.data do
36
36
  business_d = @businesses.joins("JOIN educode_sales_follow_ups on educode_sales_follow_ups.id = educode_sales_businesses.last_follow_up_id").where("educode_sales_follow_ups.clazz_id = ?", @d_clazz&.id).count
37
37
  business_e = @businesses.joins("JOIN educode_sales_follow_ups on educode_sales_follow_ups.id = educode_sales_businesses.last_follow_up_id").where("educode_sales_follow_ups.clazz_id = ?", @e_clazz&.id).count
38
38
  business_o = @businesses.joins("JOIN educode_sales_follow_ups on educode_sales_follow_ups.id = educode_sales_businesses.last_follow_up_id").where("educode_sales_follow_ups.clazz_id = ?", @o_clazz&.id).count
39
- school_count = EducodeSales::CustomerExtension.where(customer_staff_id: d.id).size
39
+ school_count = EducodeSales::CustomerExtension.joins(:school).where(customer_staff_id: d.id).size
40
40
  json.goal @businesses.joins("JOIN educode_sales_follow_ups on educode_sales_follow_ups.id = educode_sales_businesses.last_follow_up_id").where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.stage_id in (?)", @x, @step_ids).sum(:total_amount).round(2)
41
41
  json.return_money @businesses.joins(last_follow_up: :money_plans).where("educode_sales_follow_ups.clazz_id != ?", @x).where.not("educode_sales_money_plans.clazz!= ?", 1).sum(:amount).round(2)
42
42
  json.school_count school_count
@@ -58,7 +58,7 @@ json.data do
58
58
  json.goal @businesses.joins("JOIN educode_sales_follow_ups on educode_sales_follow_ups.id = educode_sales_businesses.last_follow_up_id").where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.stage_id in (?)", @x, @step_ids).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ?", "#{@year}-01-01", "#{@year}-12-31").sum(:total_amount).round(2)
59
59
  json.return_money @businesses.joins(last_follow_up: :money_plans).where("educode_sales_follow_ups.clazz_id != ?", @x).where.not("educode_sales_money_plans.clazz!= ?", 1).where("educode_sales_money_plans.date_at >= ? AND educode_sales_money_plans.date_at <= ? ", "#{@year}-01-01 00:00:00", "#{@year}-12-31 23:59:59").sum(:amount).round(2)
60
60
  json.school_count school_count
61
- follow_school_count = (EducodeSales::CustomerFollow.where(staff_id: d.id).where("created_at >= ? AND created_at <= ?", "#{@year}-01-01", "#{@year}-12-31").pluck(:school_id) + EducodeSales::Business.where(id: EducodeSales::FollowUp.where("created_at >= ? AND created_at <= ?", "#{@year}-01-01", "#{@year}-12-31").where(staff_id: d.id).pluck(:business_id).uniq).pluck(:school_id)).uniq.size
61
+ follow_school_count = (EducodeSales::CustomerFollow.where(staff_id: d.id).where("created_at >= ? AND created_at <= ?", "#{@year}-01-01 00:00:00", "#{@year}-12-31 23:59:59").pluck(:school_id) + EducodeSales::Business.where(id: EducodeSales::FollowUp.where("created_at >= ? AND created_at <= ?", "#{@year}-01-01 00:00:00", "#{@year}-12-31 23:59:59").where(staff_id: d.id).pluck(:business_id).uniq).pluck(:school_id)).uniq.size
62
62
  json.follow_school_count follow_school_count
63
63
  json.follow_school_counts EducodeSales::CustomerFollow.where(staff_id: d.id).where("created_at >= ? AND created_at <= ?", "#{@year}-01-01", "#{@year}-12-31").size + EducodeSales::FollowUp.where(staff_id: d.id).where("created_at >= ? AND created_at <= ?", "#{@year}-01-01", "#{@year}-12-31").size
64
64
  follow_school_rate = (follow_school_count!=0 ? school_count.to_f * 100 / follow_school_count : 0).round(2)
@@ -4,9 +4,43 @@
4
4
  <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add"> 添加人员</button>
5
5
  </div>
6
6
  </script>
7
-
7
+ <div class="layuimini-main min-height-table" id="week_table_wraper">
8
+ <div class="layui-form layui-form-pane" lay-filter="week_plan_form_filter">
9
+ <div class="layui-form-item">
10
+ <div class="layui-inline">
11
+ <label class="layui-form-label">用户名</label>
12
+ <div class="layui-input-inline large-select">
13
+ <input type="text" class="layui-input" id="name" autocomplete="off" name="name">
14
+ </div>
15
+ </div>
16
+ <div class="layui-inline">
17
+ <label class="layui-form-label">角色</label>
18
+ <div class="layui-input-inline">
19
+ <%= select_tag "role", options_for_select(EducodeSales::Role.all.pluck(:name, :id)), {'lay-filter': 'role', include_blank: true} %>
20
+ </div>
21
+ </div>
22
+ <div class="layui-inline">
23
+ <label class="layui-form-label">人员类型</label>
24
+ <div class="layui-input-inline large-select">
25
+ <%= select_tag "staff_type", options_for_select(EducodeSales::Common.where(clazz: 'staff_type').pluck(:name, :id)), {'lay-filter': 'staff_type', include_blank: true} %>
26
+ </div>
27
+ </div>
28
+ <div class="layui-inline">
29
+ <label class="layui-form-label">状态</label>
30
+ <div class="layui-input-inline large-select">
31
+ <%= select_tag "banned", options_for_select([["启用",0],["禁用",1]]), {'lay-filter': 'banned', include_blank: true} %>
32
+ </div>
33
+ </div>
34
+ <div class="layui-inline">
35
+ <button type="reset" lay-submit class="layui-btn layui-btn-primary" lay-filter="week_plan_reset">重置
36
+ </button>
37
+ <button type="submit" lay-submit class="layui-btn layui-btn-primary" lay-filter="week_plan_search">检索
38
+ </button>
39
+ </div>
40
+ </div>
41
+ </div>
8
42
  <table class="layui-hide" id="staff_filter" lay-filter="staff_filter"></table>
9
-
43
+ </div>
10
44
  <script type="text/html" id="staff_bar">
11
45
  <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">编辑</a>
12
46
  <a class="layui-btn layui-btn-xs layui-btn-warm data-count-delete" lay-event="disable">禁用</a>
@@ -97,6 +131,38 @@
97
131
  });
98
132
  }
99
133
  });
134
+ var sort = {}, search = {};
135
+ // table.on('sort(weekPlanTable)', function(obj) {
136
+ // sort.field = obj.field;
137
+ // sort.order = obj.type;
138
+ // table.reload('weekPlanTable', {
139
+ // initSort: obj,
140
+ // where: {
141
+ // sort: sort,
142
+ // q: search
143
+ // }
144
+ // });
145
+ // })
146
+
147
+ // 监听搜索操作
148
+ form.on('submit(week_plan_search)', function (data) {
149
+ search = data.field
150
+ table.reload('staff_filter', {
151
+ page: {
152
+ curr: 1
153
+ },
154
+ where: {q: search, sort : sort}
155
+ }, 'data');
156
+
157
+ return false;
158
+ });
159
+
160
+ form.on('submit(week_plan_reset)', function(data){
161
+ var field = data.field;
162
+ form.val('week_plan_form_filter', {name: '', role: '', staff_type: '', banned: ''})
163
+ return false;
164
+ });
165
+
100
166
  table.on('tool(staff_filter)', function (obj) {
101
167
  var data = obj.data;
102
168
  staff_id = data.id;
@@ -19,44 +19,44 @@
19
19
  <%= select_tag "professional_title", options_for_select(['教授', '研究员', '副教授', '副研究员', '讲师', '助理研究员', '助理教授'], @person&.professional_title), { include_blank: true } %>
20
20
  </div>
21
21
  </div>
22
- <div class="layui-inline">
22
+ <div class="layui-inline show_item" style="display:none;">
23
23
  <label class="layui-form-label">导流来源</label>
24
24
  <div class="layui-input-inline">
25
25
  <%= select_tag "teacher_source", options_for_select(EducodeSales::Common.where(clazz: 'teacher_source').pluck(:name, :id)), { include_blank: true } %>
26
26
  </div>
27
27
  </div>
28
- <div class="layui-inline">
28
+ <div class="layui-inline show_item" style="display:none;">
29
29
  <label class="layui-form-label">态度</label>
30
30
  <div class="layui-input-inline">
31
31
 
32
32
  <%= select_tag "attitude", options_for_select(EducodeSales::Common.where(clazz: 'teacher_attitude').pluck(:name, :id)), { include_blank: true } %>
33
33
  </div>
34
34
  </div>
35
- <div class="layui-inline">
35
+ <div class="layui-inline show_item" style="display:none;">
36
36
  <label class="layui-form-label">注册时间</label>
37
37
  <div class="layui-input-inline">
38
38
  <input type="text" class="layui-input" id="time" placeholder="请选择时间" autocomplete="off" name="regist_at">
39
39
  </div>
40
40
  </div>
41
- <div class="layui-inline">
41
+ <div class="layui-inline show_item" style="display:none;">
42
42
  <label class="layui-form-label">注册状态</label>
43
43
  <div class="layui-input-inline">
44
44
  <%= select_tag "status", options_for_select([["已注册","1"],["未注册","0"]]), { include_blank: true } %>
45
45
  </div>
46
46
  </div>
47
- <div class="layui-inline">
47
+ <div class="layui-inline show_item" style="display:none;">
48
48
  <label class="layui-form-label">区域</label>
49
49
  <div class="layui-input-inline">
50
50
  <%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name, :id)), { include_blank: true } %>
51
51
  </div>
52
52
  </div>
53
- <div class="layui-inline">
53
+ <div class="layui-inline show_item" style="display:none;">
54
54
  <label class="layui-form-label">起止时间</label>
55
55
  <div class="layui-input-inline">
56
56
  <input type="text" class="layui-input" id="date" name="date" autocomplete="off" placeholder=" - ">
57
57
  </div>
58
58
  </div>
59
- <div class="layui-inline">
59
+ <div class="layui-inline show_item" style="display:none;">
60
60
  <label class="layui-form-label">教研助理</label>
61
61
  <div class="layui-input-inline">
62
62
  <%= select_tag "assist", options_for_select(@staffs, params[:assist]), { 'lay-filter': 'assist', include_blank: true } %>
@@ -68,6 +68,8 @@
68
68
  </button>
69
69
  <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_teachers">搜 索
70
70
  </button>
71
+ <a style="padding-left: 20px;color: #0000FF" href="javascript:;" type="submit" class="" lay-submit lay-filter="show_hide">高级搜索
72
+ </a>
71
73
  </div>
72
74
  </div>
73
75
  </form>
@@ -150,12 +152,14 @@
150
152
  width: 60,
151
153
  title:'序号',type: 'numbers',
152
154
  totalRowText:'合计',
155
+ fixed: 'left'
153
156
 
154
157
  },
155
158
  {
156
159
  field: 'name',
157
160
  width: 80,
158
161
  title: '姓名',
162
+ fixed: 'left',
159
163
  templet: "#name"
160
164
  },
161
165
  {
@@ -409,6 +413,10 @@
409
413
  })
410
414
  return false;
411
415
  });
416
+ form.on('submit(show_hide)', function (data) {
417
+ $(".show_item").toggle()
418
+ return false;
419
+ });
412
420
  /**
413
421
  * toolbar事件监听
414
422
  */