educode_sales 0.6.6 → 0.7.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/app/controllers/educode_sales/activities_controller.rb +0 -2
- data/app/controllers/educode_sales/businesses_controller.rb +259 -43
- data/app/controllers/educode_sales/customers_controller.rb +48 -15
- data/app/controllers/educode_sales/home_controller.rb +6 -0
- data/app/controllers/educode_sales/money_plans_controller.rb +3 -3
- data/app/controllers/educode_sales/operation_plans_controller.rb +1 -1
- data/app/controllers/educode_sales/plans_controller.rb +1 -1
- data/app/controllers/educode_sales/sale_trends_controller.rb +107 -18
- data/app/controllers/educode_sales/staffs_controller.rb +29 -0
- data/app/controllers/educode_sales/teacher_follows_controller.rb +1 -93
- data/app/controllers/educode_sales/teachers_controller.rb +1 -1
- data/app/models/educode_sales/business_export_record.rb +5 -0
- data/app/models/educode_sales/customer_add.rb +4 -0
- data/app/models/educode_sales/staff.rb +1 -0
- data/app/models/educode_sales/staff_school.rb +6 -0
- data/app/views/educode_sales/activities/index.html.erb +7 -1
- data/app/views/educode_sales/activities/new.html.erb +1 -1
- data/app/views/educode_sales/businesses/edit_follow_record.html.erb +4 -4
- data/app/views/educode_sales/businesses/edit_plan.html.erb +5 -2
- data/app/views/educode_sales/businesses/export_records.html.erb +53 -0
- data/app/views/educode_sales/businesses/export_records.json.jbuilder +11 -0
- data/app/views/educode_sales/businesses/get_export_data.json.jbuilder +30 -0
- data/app/views/educode_sales/businesses/index.html.erb +161 -8
- data/app/views/educode_sales/businesses/index.json.jbuilder +10 -7
- data/app/views/educode_sales/businesses/new_follow_record.html.erb +6 -5
- data/app/views/educode_sales/businesses/show_follow.html.erb +37 -3
- data/app/views/educode_sales/businesses/show_follow.json.jbuilder +1 -0
- data/app/views/educode_sales/commons/index.html.erb +7 -1
- data/app/views/educode_sales/customers/index.html.erb +31 -1
- data/app/views/educode_sales/customers/index.json.jbuilder +12 -0
- data/app/views/educode_sales/customers/new.html.erb +106 -53
- data/app/views/educode_sales/home/staff_schools.json.jbuilder +9 -0
- data/app/views/educode_sales/money_plans/index.html.erb +2 -2
- data/app/views/educode_sales/roles/edit.html.erb +16 -10
- data/app/views/educode_sales/roles/index.html.erb +7 -1
- data/app/views/educode_sales/sale_trends/trends.html.erb +96 -44
- data/app/views/educode_sales/sale_trends/trends.json.jbuilder +2 -1
- data/app/views/educode_sales/sales/index.json.jbuilder +1 -1
- data/app/views/educode_sales/staffs/edit.html.erb +46 -5
- data/app/views/educode_sales/staffs/index.html.erb +74 -2
- data/app/views/educode_sales/staffs/index.json.jbuilder +1 -0
- data/app/views/educode_sales/teachers/index.html.erb +1 -1
- data/app/views/layouts/educode_sales/application.html.erb +1 -1
- data/config/routes.rb +4 -0
- data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +7 -0
- data/db/migrate/20220121060006_create_educode_sales_business_export_records.rb +10 -0
- data/db/migrate/20220125013811_create_educode_sales_staff_schools.rb +10 -0
- data/db/migrate/20220125033552_create_educode_sales_customer_adds.rb +9 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +12 -2
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<!--<form class="layui-form layuimini-form" id="custom_data" data-required="true" action="">-->
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<!-- <label class="layui-form-label required">客户：</label>-->
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<!-- <div class="layui-input-block" style="width: 500px;">-->
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<!-- <div class="layui-inline city_input">-->
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<!-- <label class="layui-form-label ">市：</label>-->
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<!-- <div class="layui-inline">-->
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<!-- <label class="layui-form-label ">地址：</label>-->
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<!-- <label class="layui-form-label">学校性质：</label>-->
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<!-- <div class="layui-input-block">-->
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<!-- <input type="checkbox" name="project_985" lay-skin="primary" value="1" title="985工程">-->
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<!-- <input type="checkbox" name="project_211" lay-skin="primary" value="1" title="211工程" >-->
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<!-- <input type="checkbox" name="regular_college" lay-skin="primary" value="1" title="本科院校">-->
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<!-- <div class="layui-input-block">-->
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<!-- <input type="checkbox" name="junior_college" lay-skin="primary" value="1" title="大专院校">-->
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<!-- <input type="checkbox" name="secondary_school" lay-skin="primary" value="1" title="中专院校" >-->
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<!-- <input type="checkbox" name="military_school" lay-skin="primary" value="1" title="军事院校">-->
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<!-- <div class="layui-inline" style="padding-left: 120px">-->
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<!--</form>-->
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<form class="layui-form layuimini-form" id="custom_data" data-required="true" action="">
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<div class="layui-input-block" style="width: 500px;">
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<select id="province" class="province layui-input"></select>
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<input type="text" name="address" autocomplete="off"
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class="layui-input" placeholder="请输入地址" >
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<label class="layui-form-label">学校性质：</label>
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<div class="layui-input-block">
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<input type="checkbox" name="project_985" lay-skin="primary" value="1" title="985工程">
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<input type="checkbox" name="project_211" lay-skin="primary" value="1" title="211工程" >
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<input type="checkbox" name="regular_college" lay-skin="primary" value="1" title="本科院校">
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<input type="checkbox" name="junior_college" lay-skin="primary" value="1" title="大专院校">
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<input type="checkbox" name="secondary_school" lay-skin="primary" value="1" title="中专院校" >
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<input type="checkbox" name="enterprise" lay-skin="primary" value="1" title="企业">
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<div class="layui-form-item" >
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<label class="layui-form-label">学校</label>
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<div class="layui-input-inline" style="">
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<div id="edit_assign_follow" style="width: 1140px;"></div>
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layui.use(['form', 'table', 'upload', 'laytpl', 'request', 'selectInput', 'transfer'], function () {
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var form = layui.form,
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// 当前弹出层，防止ID被覆盖
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var sales_list = xmSelect.render({
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el: '#edit_assign_follow',
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remoteSearch: true,
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autoRow: true,
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// clickClose: true,
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delay: 1000,
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tips: '支持名称/省份搜索,请至少输入一个字符',
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searchTips: '支持名称/省份搜索,请至少输入一个字符',
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filterable: true,
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remoteMethod: function (val, cb, show, pageIndex) {
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var schools = [];
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})
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}
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data.field['school_ids'] = schools;
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<form class="layui-form " action="">
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<% id = 0 %>
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<% EducodeSales::Permission.all.order(position: :asc).group_by{ |d| d.clazz}.each do |k, d| %>
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<%= radio_button_tag("business", "自己", @areas.include?("商机管理-自己"), {title: '本人创建列表', id: 1}) %>
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<%= radio_button_tag("business", "区域", @areas.include?("商机管理-区域"), {title: '
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<%= radio_button_tag("business", "区域", @areas.include?("商机管理-区域"), {title: '本人负责区域及监管院校列表', id: 2}) %>
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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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<%= 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: '
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<%= radio_button_tag("sale_plan", "区域", @areas.include?("销售计划-区域"), {title: '本人负责区域及监管院校列表', id: 5}) %>
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<%= radio_button_tag("operation", "区域", @areas.include?("运营计划-区域"), {title: '本人负责区域及监管院校列表', id:11}) %>
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//…
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.caozuo .layui-tab-item {
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<h1 class="no-margins" id="chance_money_value"><%=@sale_trend.present? ? @sale_trend.chance_money : EducodeSales::SaleTrend.sum(:chance_money)%>万</h1>
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<h1 class="no-margins" id="ballot_money_value"><%=@sale_trend.present? ? @sale_trend.ballot_money : EducodeSales::SaleTrend.sum(:ballot_money)%>万</h1>
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<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>
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<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) %>">
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<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">
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@@ -256,8 +256,8 @@
|
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<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") %>">
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<input type="text" class="layui-input goal_year layui-hide" id="goal_date_year" name="goal_date_year" placeholder=" - " value="<%=params[:goal_date_year] %>">
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<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">
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<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">
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@@ -274,12 +274,12 @@
|
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|
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|
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<li class="layui-this">商机区域分布</li>
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</ul>
|
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<div class="
|
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|
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<div class="
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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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|
|
@@ -307,6 +307,46 @@
|
|
|
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307
|
|
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</div>
|
|
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</div>
|
|
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|
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<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
|
+
$(".diy_range").addClass('layui-hide')
|
|
378
|
+
}
|
|
379
|
+
})
|
|
380
|
+
|
|
332
381
|
if(follow_type == "day"){
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$(".year").addClass('layui-hide')
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$(".month").addClass('layui-hide')
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@@ -394,6 +443,10 @@
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elem: '#date',
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range: true
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});
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446
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+
laydate.render({
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447
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+
elem: '#customer_date',
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448
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+
range: true
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449
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+
});
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laydate.render({
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elem: '#date_week',
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range: true
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@@ -530,24 +583,21 @@
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530
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options: opt
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531
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});
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+
var ctx = document.getElementById('myChart4');
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+
var myChart4 = new Chart(ctx, {
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588
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+
type: 'bar',
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589
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+
data: <%=raw @customer_data.to_json %>,
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590
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+
options: opt
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591
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+
});
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+
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533
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$(document).ready(function () {
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534
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$(".follow_count_bt").click(function () {
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535
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layer.load(0, {});
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$.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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537
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layer.closeAll('loading');
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538
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var data1 = res.data1;
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539
|
-
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540
|
-
|
|
541
|
-
type: 'line',
|
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542
|
-
data: data1,
|
|
543
|
-
options: {
|
|
544
|
-
elements: {
|
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545
|
-
line: {
|
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546
|
-
tension: 0
|
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547
|
-
}
|
|
548
|
-
}
|
|
549
|
-
}
|
|
550
|
-
});
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|
599
|
+
myChart.data = data1
|
|
600
|
+
myChart.update()
|
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551
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|
});
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552
602
|
});
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553
603
|
$(".goal_count_bt").click(function () {
|
|
@@ -555,12 +605,9 @@
|
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|
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
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|
layer.closeAll('loading');
|
|
557
607
|
var data2 = res.data2;
|
|
558
|
-
|
|
559
|
-
|
|
560
|
-
|
|
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
|
-
|
|
572
|
-
|
|
573
|
-
|
|
574
|
-
|
|
575
|
-
|
|
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() + '&customer_date=' + $("#customer_date").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
|
});
|
|
@@ -60,7 +60,7 @@ json.data do
|
|
|
60
60
|
json.school_count school_count
|
|
61
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
|
-
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
|
|
63
|
+
json.follow_school_counts 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").size + EducodeSales::FollowUp.where(staff_id: d.id).where("created_at >= ? AND created_at <= ?", "#{@year}-01-01 00:00:00", "#{@year}-12-31 23:59:59").size
|
|
64
64
|
follow_school_rate = (follow_school_count!=0 ? school_count.to_f * 100 / follow_school_count : 0).round(2)
|
|
65
65
|
json.follow_school_rate follow_school_rate.to_s + '%'
|
|
66
66
|
follow_department_rate = (follow_school_count!=0 ? school_count.to_f * 110 / follow_school_count : 0).round(2)
|