educode_sales 0.6.8 → 0.7.2

data/app/controllers/educode_sales/sale_trends_controller.rb

@@ -8,14 +8,14 @@ module EducodeSales
       # authorize! :trends,  EducodeSales::SaleTrend
       @year = params[:year] ? params[:year] : Time.now.year
       @years = ['全部'] + (1..(Time.now.year - 2014)).reverse_each.map { |d| 2014 + d }
-      if(@year == '全部')
+      if (@year == '全部')
         x = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
         o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
         @business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).sum(:total_amount).round(2)
-        stage_ids = Common.where(clazz: '商机阶段', name: ['已中标','已签单','已验收','回款中', '服务中','已结束']).pluck(:id)
+        stage_ids = Common.where(clazz: '商机阶段', name: ['已中标', '已签单', '已验收', '回款中', '服务中', '已结束']).pluck(:id)
         @goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", stage_ids).sum(:total_amount).round(2)
         @actual_goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", stage_ids).sum(:actual_amount).round(2)
-        s_stage_ids = Common.where(clazz: '商机阶段', name: ['已签单','已验收','回款中', '服务中','已结束']).pluck(:id)
+        s_stage_ids = Common.where(clazz: '商机阶段', name: ['已签单', '已验收', '回款中', '服务中', '已结束']).pluck(:id)
         @service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", s_stage_ids).sum(:total_amount).round(2)
         @actual_service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", s_stage_ids).sum(:actual_amount).round(2)
         @return_amount = Business.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)
@@ -29,62 +29,63 @@ module EducodeSales
         x = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
         o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
         @sale_trend = SaleTrend.find_or_create_by(year: @year)
-        @business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.year = ?",@year).sum(:total_amount).round(2)
-        stage_ids = Common.where(clazz: '商机阶段', name: ['已中标','已签单','已验收','回款中', '服务中','已结束']).pluck(:id)
+        @business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.year = ?", @year).sum(:total_amount).round(2)
+        stage_ids = Common.where(clazz: '商机阶段', name: ['已中标', '已签单', '已验收', '回款中', '服务中', '已结束']).pluck(:id)
         @goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", stage_ids).sum(:total_amount).round(2)
         @actual_goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", stage_ids).sum(:actual_amount).round(2)
-        s_stage_ids = Common.where(clazz: '商机阶段', name: ['已签单','已验收','回款中', '服务中','已结束']).pluck(:id)
+        s_stage_ids = Common.where(clazz: '商机阶段', name: ['已签单', '已验收', '回款中', '服务中', '已结束']).pluck(:id)
         @service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", s_stage_ids).sum(:total_amount).round(2)
         @actual_service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", s_stage_ids).sum(:actual_amount).round(2)
         @return_amount = Business.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_time, year_over_time).sum(:amount).round(2)
         a = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::ATYPE)&.name).pluck(:id)
-        @a_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", a).where("educode_sales_follow_ups.year = ?",@year).sum(:total_amount).round(2)
+        @a_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", a).where("educode_sales_follow_ups.year = ?", @year).sum(:total_amount).round(2)
         b = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::BTYPE)&.name).pluck(:id)
-        @b_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", b).where("educode_sales_follow_ups.year = ?",@year).sum(:total_amount).round(2)
+        @b_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", b).where("educode_sales_follow_ups.year = ?", @year).sum(:total_amount).round(2)
       end
 
       count_type = params[:count_type] || "actual_amount"
       common = Common.find_by(clazz: 'staff_type', name: '销售')
       names = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] }
       x_business_ids = []
-      default_dates = (30.day.ago.to_date..Date.today).map { |d| d.strftime("%Y-%W")}.uniq #默认时间范围
+      default_dates = (30.day.ago.to_date..Date.today).map { |d| d.strftime("%Y-%W") }.uniq #默认时间范围
       Business.all.each do |d|
         if d.last_follow_up&.clazz&.id == x
           x_business_ids << d.id
         end
       end
-      colors = ['#44D7B6','#4CACFF','#F7B500','#FF0000', '#FF7F00', '#FFFF00', '#00FF00', '#00FFFF', '#0000FF', '#8B00FF', 'rgba(255, 99, 132, 1)', 'rgba(54, 162, 235, 1)', 'rgba(255, 206, 86, 1)', 'rgba(75, 192, 192, 1)', 'rgba(153, 102, 255, 1)', 'rgba(255, 159, 64, 1)' ,'rgba(255, 0, 250, 1)']
+      colors = ['#44D7B6', '#4CACFF', '#F7B500', '#FF0000', '#FF7F00', '#FFFF00', '#00FF00', '#00FFFF', '#0000FF', '#8B00FF', 'rgba(255, 99, 132, 1)', 'rgba(54, 162, 235, 1)', 'rgba(255, 206, 86, 1)', 'rgba(75, 192, 192, 1)', 'rgba(153, 102, 255, 1)', 'rgba(255, 159, 64, 1)', 'rgba(255, 0, 250, 1)']
       @follow_count_range = params[:follow_count_range] || "week"
       @goal_count_range = params[:goal_count_range] || "month"
       # 商机跟进数图表
-      @follow_count_data = week_follow_count_chart(default_dates,names,x_business_ids,colors)
+      @follow_count_data = week_follow_count_chart(default_dates, names, x_business_ids, colors)
       if params[:follow_count_range].present?
         case params[:follow_count_range]
-        when "week"   #按周
+        when "week" #按周
           if params[:date_week].present?
             date = params[:date_week].split(" - ")
             dates = (date[0].to_date..date[1].to_date).map { |d|
-              d.strftime("%Y-%W")}.uniq
-            @follow_count_data = week_follow_count_chart(dates,names,x_business_ids,colors)
+              d.strftime("%Y-%W") }.uniq
+            @follow_count_data = week_follow_count_chart(dates, names, x_business_ids, colors)
           end
-        when "month"  #按月
+        when "month" #按月
           if params[:date_month].present?
             # (Date.new(2020,12,1)..Date.new(2021,12,1)).map { |d| d.strftime("%Y-%m")}.uniq
             date = params[:date_month].split(" - ")
-            dates = ((date[0]+"-01").to_date..(date[1]+"-01").to_date).map { |d| d.strftime("%Y-%m")}.uniq
-            @follow_count_data = month_follow_count_chart(dates,names,x_business_ids,colors)
+            dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
+            @follow_count_data = month_follow_count_chart(dates, names, x_business_ids, colors)
           end
-        when "year"   #按年
+        when "year" #按年
           if params[:date_year].present?
             date = params[:date_year].split(" - ")
             dates = (date[0]..date[1]).to_a
-            @follow_count_data = year_follow_count_chart(dates,names,x_business_ids,colors)
+            @follow_count_data = year_follow_count_chart(dates, names, x_business_ids, colors)
           end
-        else          #按天
+        else
+          #按天
           if params[:date].present?
             date = params[:date].split(" - ")
             dates = (date[0].to_date..date[1].to_date).to_a
-            @follow_count_data = day_follow_count_chart(dates,names,x_business_ids,colors)
+            @follow_count_data = day_follow_count_chart(dates, names, x_business_ids, colors)
           end
         end
       end
@@ -92,12 +93,12 @@ module EducodeSales
       #商机区域分布图表
       provinces = EducodeSales::Common.where(clazz: 'area').pluck(:name)
       if params[:business_count_type] == 'money' || params[:business_count_type].blank?
-        @business_data =  {
+        @business_data = {
           labels: provinces,
-          datasets:[
+          datasets: [
             {
               label: "商机总额",
-              data: provinces.map{|province|
+              data: provinces.map { |province|
                 if params[:business_type].blank?
                   Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id != ?", x).sum(:total_amount).round(2)
                 else
@@ -111,12 +112,12 @@ module EducodeSales
           ]
         }
       else
-        @business_data =  {
+        @business_data = {
           labels: provinces,
-          datasets:[
+          datasets: [
             {
               label: "商机数量",
-              data: provinces.map{|province|
+              data: provinces.map { |province|
                 if params[:business_type].blank?
                   Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id != ?", x).count
                 else
@@ -131,8 +132,6 @@ module EducodeSales
         }
       end
 
-
-
       #  销售人员跟进分析
       begin_time = Time.now.at_beginning_of_year.to_s
       end_time = Time.now.at_end_of_year.to_s
@@ -162,20 +161,20 @@ module EducodeSales
       when 'diy'
         if params[:customer_date].present?
           date = params[:customer_date].split(" - ")
-          begin_time = date[0]
-          end_time = date[1]
+          begin_time = date[0] + "00:00:00"
+          end_time = date[1] + "23:59:59"
         end
       end
       common = Common.find_by(clazz: 'staff_type', name: '销售')
-      staff_names = Staff.joins(:user).where(job_type: common.id).map { |d| d.user.real_name}
+      staff_names = Staff.joins(:user).where(job_type: common.id).map { |d| d.user.real_name }
       staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
       if params[:customer_count_type] == 'money' || params[:customer_count_type].blank?
-        @customer_data =  {
+        @customer_data = {
           labels: staff_names,
-          datasets:[
+          datasets: [
             {
               label: "跟进客户数",
-              data: staff_ids.map{|staff_id|
+              data: staff_ids.map { |staff_id|
                 (EducodeSales::CustomerFollow.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).pluck(:school_id) + EducodeSales::Business.where(id: EducodeSales::FollowUp.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).pluck(:business_id).uniq).pluck(:school_id)).uniq.size
               },
               backgroundColor: colors[0],
@@ -185,12 +184,12 @@ module EducodeSales
           ]
         }
       else
-        @customer_data =  {
+        @customer_data = {
           labels: staff_names,
-          datasets:[
+          datasets: [
             {
               label: "跟进客户次数",
-              data: staff_ids.map{|staff_id|
+              data: staff_ids.map { |staff_id|
                 EducodeSales::CustomerFollow.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).size + EducodeSales::FollowUp.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).size
               },
               backgroundColor: colors[0],
@@ -201,26 +200,25 @@ module EducodeSales
         }
       end
 
-
-
-      # 已中标图表
-      goal_default_dates = ("#{Time.now.year}-01".."#{Time.now.year}-#{Time.now.month}").to_a
-      sale_names = ['已中标','已签单','已回款']
-       @goal_count_data = month_sale_chart(goal_default_dates,sale_names,colors,x,stage_ids,s_stage_ids,count_type)
+      # 销售额分析
+      goal_default_dates = ("#{Time.now.year}-01-01".to_date.."#{Time.now.year}-#{Time.now.month}-01".to_date).map { |d| d.strftime("%Y-%m") }.uniq
+      sale_names = ['已中标', '已签单', '已回款']
+      @goal_count_data = month_sale_chart(goal_default_dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
       if params[:goal_count_range].present?
         case params[:goal_count_range]
         when "week"
-        when "month"  #按月
+        when "month" #按月
           if params[:goal_date_month].present?
             date = params[:goal_date_month].split(" - ")
-            dates = ((date[0]+"-01").to_date..(date[1]+"-01").to_date).map { |d| d.strftime("%Y-%m")}.uniq
-            @goal_count_data =  month_sale_chart(dates,sale_names,colors,x,stage_ids,s_stage_ids,count_type)
+            dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
+            @goal_count_data = month_sale_chart(dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
           end
-          else        #按年
+        else
+          #按年
           if params[:goal_date_year].present?
             date = params[:goal_date_year].split(" - ")
             dates = (date[0]..date[1]).to_a
-            @goal_count_data = year_sale_chart(dates,sale_names,colors,x,stage_ids,s_stage_ids,count_type)
+            @goal_count_data = year_sale_chart(dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
           end
         end
       end
@@ -245,140 +243,144 @@ module EducodeSales
       params.permit(:chance_money, :ballot_money, :sign_money, :returned_money)
     end
 
-    def day_follow_count_chart(dates,names,x_business_ids,colors)
+    def day_follow_count_chart(dates, names, x_business_ids, colors)
       {
         labels: dates,
-        datasets:names.map.with_index do |name,i|
+        datasets: names.map.with_index do |name, i|
           {
             # hidden: i < 3 ? false : true,
             label: name[0],
-            data: dates.map{ |d| @follow_up = FollowUp.where(staff_id: name[1], created_at: d.beginning_of_day..d.end_of_day).where.not(business: x_business_ids).count },
+            data: dates.map { |d| @follow_up = FollowUp.where(staff_id: name[1], created_at: d.beginning_of_day..d.end_of_day).where.not(business: x_business_ids).count },
             backgroundColor: "#fff",
-            pointBorderColor: colors[i%15+1],
-            borderColor: colors[i%15+1],
-            pointBackgroundColor: colors[i%15+1],
+            pointBorderColor: colors[i % 15 + 1],
+            borderColor: colors[i % 15 + 1],
+            pointBackgroundColor: colors[i % 15 + 1],
             borderWidth: 2
           }
         end
       }
     end
-    def week_follow_count_chart(dates,names,x_business_ids,colors)
+
+    def week_follow_count_chart(dates, names, x_business_ids, colors)
       {
-        labels: dates.map{ |date|
+        labels: dates.map { |date|
           d = date.split("-")
           year = d[0].to_i
           week = d[1].to_i
           if week == 0
             0
           else
-            month = Date.commercial(year,week).strftime("%m月%d日")
-            day = Date.commercial(year,week,7).strftime("%m月%d日")
+            month = Date.commercial(year, week).strftime("%m月%d日")
+            day = Date.commercial(year, week, 7).strftime("%m月%d日")
             date.to_s + "(#{month}-#{day})"
           end
         } - [0],
-        datasets:names.map.with_index do |name,i|
+        datasets: names.map.with_index do |name, i|
           {
             # hidden: i < 3 ? false : true,
             label: name[0],
-            data: dates.map{ |d|
+            data: dates.map { |d|
               d = d.split("-")
               year = d[0].to_i
               week = d[1].to_i
-               if week == 0
-                 @follow_up = 999999
-               else
-                 @follow_up = FollowUp.where(staff_id: name[1]).where("created_at >= ? AND created_at <= ?", Date.commercial(year,week).strftime("%Y-%m-%d"), Date.commercial(year,week,7).strftime("%Y-%m-%d")).where.not(business: x_business_ids).count
-               end
-               } - [999999],
+              if week == 0
+                @follow_up = 999999
+              else
+                @follow_up = FollowUp.where(staff_id: name[1]).where("created_at >= ? AND created_at <= ?", Date.commercial(year, week).strftime("%Y-%m-%d"), Date.commercial(year, week, 7).strftime("%Y-%m-%d")).where.not(business: x_business_ids).count
+              end
+            } - [999999],
             backgroundColor: "#fff",
-            pointBorderColor: colors[i%15+1],
-            borderColor: colors[i%15+1],
-            pointBackgroundColor: colors[i%15+1],
+            pointBorderColor: colors[i % 15 + 1],
+            borderColor: colors[i % 15 + 1],
+            pointBackgroundColor: colors[i % 15 + 1],
             borderWidth: 2
           }
         end
       }
     end
-    def month_follow_count_chart(dates,names,x_business_ids,colors)
+
+    def month_follow_count_chart(dates, names, x_business_ids, colors)
       {
         labels: dates,
-        datasets:names.map.with_index do |name,i|
+        datasets: names.map.with_index do |name, i|
           {
             # hidden: i < 3 ? false : true,
             label: name[0],
-            data: dates.map { |d| @follow_up = FollowUp.where( staff_id: name[1]).where("created_at >= ? AND created_at <= ?", "#{d}-01", "#{d}-31").where.not(business: x_business_ids).count },
+            data: dates.map { |d| @follow_up = FollowUp.where(staff_id: name[1]).where("created_at >= ? AND created_at <= ?", "#{d}-01", "#{d}-31").where.not(business: x_business_ids).count },
             backgroundColor: "#fff",
-            pointBorderColor: colors[i%15+1],
-            borderColor: colors[i%15+1],
-            pointBackgroundColor: colors[i%15+1],
+            pointBorderColor: colors[i % 15 + 1],
+            borderColor: colors[i % 15 + 1],
+            pointBackgroundColor: colors[i % 15 + 1],
             borderWidth: 2,
           }
         end
       }
     end
-    def year_follow_count_chart(dates,names,x_business_ids,colors)
+
+    def year_follow_count_chart(dates, names, x_business_ids, colors)
       {
         labels: dates,
-        datasets:names.map.with_index do |name,i|
+        datasets: names.map.with_index do |name, i|
           {
             # hidden: i < 3 ? false : true,
             label: name[0],
-            data: dates.map { |d| @follow_up = FollowUp.where( staff_id: name[1]).where("created_at >= ? AND created_at <= ?", "#{d}-01-01", "#{d}-12-31").where.not(business: x_business_ids).count },
+            data: dates.map { |d| @follow_up = FollowUp.where(staff_id: name[1]).where("created_at >= ? AND created_at <= ?", "#{d}-01-01", "#{d}-12-31").where.not(business: x_business_ids).count },
             backgroundColor: "#fff",
-            pointBorderColor: colors[i%15+1],
-            borderColor: colors[i%15+1],
-            pointBackgroundColor: colors[i%15+1],
+            pointBorderColor: colors[i % 15 + 1],
+            borderColor: colors[i % 15 + 1],
+            pointBackgroundColor: colors[i % 15 + 1],
             borderWidth: 2
           }
         end
       }
     end
 
-    def month_sale_chart(dates,names,colors,x,stage_ids,s_stage_ids,count_type)
+    def month_sale_chart(dates, names, colors, x, stage_ids, s_stage_ids, count_type)
       {
         labels: dates,
-        datasets: names.map.with_index do |name,i|{
-          label: name,
-          data: dates.map{ |d|
-            case i
-            when 0
-              Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01", "#{d}-31", stage_ids).sum(count_type).round(2)
-            when 1
-              Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01", "#{d}-31", s_stage_ids).sum(count_type).round(2)
-            else
-              Business.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 <= ? ", "#{d}-01", "#{d}-31").sum(:amount).round(2)
-            end
-          },
-          backgroundColor: colors[i],
-          borderColor: colors[i],
-          borderWidth: 1
-        }
+        datasets: names.map.with_index do |name, i|
+          {
+            label: name,
+            data: dates.map { |d|
+              case i
+              when 0
+                Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01", "#{d}-31", stage_ids).sum(count_type).round(2)
+              when 1
+                Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01", "#{d}-31", s_stage_ids).sum(count_type).round(2)
+              else
+                Business.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 <= ? ", "#{d}-01", "#{d}-31").sum(:amount).round(2)
+              end
+            },
+            backgroundColor: colors[i],
+            borderColor: colors[i],
+            borderWidth: 1
+          }
         end
       }
     end
 
-    def year_sale_chart(dates,names,colors,x,stage_ids,s_stage_ids,count_type)
+    def year_sale_chart(dates, names, colors, x, stage_ids, s_stage_ids, count_type)
       {
         labels: dates,
-        datasets:names.map.with_index do |name,i| {
-          label: name,
-          data: dates.map{ |d|
-            case i
-            when 0
-              Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01-01", "#{d}-12-31", stage_ids).sum(count_type).round(2)
-            when 1
-              Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01-01", "#{d}-12-31", s_stage_ids).sum(count_type).round(2)
-            else
-              Business.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 <= ? ", "#{d}-01-01", "#{d}-12-31").sum(:amount).round(2)
-            end                           },
-          backgroundColor: colors[i],
-          borderColor: colors[i],
-          borderWidth: 1
-        }
+        datasets: names.map.with_index do |name, i|
+          {
+            label: name,
+            data: dates.map { |d|
+              case i
+              when 0
+                Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01-01", "#{d}-12-31", stage_ids).sum(count_type).round(2)
+              when 1
+                Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{d}-01-01", "#{d}-12-31", s_stage_ids).sum(count_type).round(2)
+              else
+                Business.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 <= ? ", "#{d}-01-01", "#{d}-12-31").sum(:amount).round(2)
+              end },
+            backgroundColor: colors[i],
+            borderColor: colors[i],
+            borderWidth: 1
+          }
         end
       }
     end
 
-
   end
 end

data/app/controllers/educode_sales/staffs_controller.rb

@@ -46,6 +46,10 @@ module EducodeSales
       @staff = Staff.find(params[:id])
       gon.area_ids = @staff.area_ids
       gon.areas = Common.where(clazz: 'area').map { |d| { value: d.id, title: d.name } } #.unshift({value: -1, title: '全国'})
+      gon.school_ids = @staff.staff_schools.ids
+      gon.schools = @staff.staff_schools.pluck(:school_id).map { |d| { value: d, name: "#{School.find(d)&.name}-#{School.find(d)&.province}" } } #.unshift({value: -1, title: '全国'})
+      # gon.school_ids = School.all.ids
+      # gon.schools = School.all.first(100).map { |d| { value: d.id, title: d.name } } #.unshift({value: -1, title: '全国'})
       @staff_types = Common.where(clazz: 'staff_type').pluck(:name, :id)
       render layout: false
     end
@@ -77,6 +81,14 @@ module EducodeSales
         commons << Common.find(d)
       end
       staff.areas = commons
+      if params[:school_ids].present?
+        staff.staff_schools.destroy_all
+        params[:school_ids].each do |d|
+          staff.staff_schools.create(school_id: d)
+        end
+      else
+        staff.staff_schools.destroy_all
+      end
       if staff.save
         render_success
       else

data/app/controllers/educode_sales/teachers_controller.rb

@@ -48,7 +48,7 @@ module EducodeSales
               teacher_ids = EducodeSales::Teacher.where(staff_id: 0).pluck(:id) - EducodeSales::TeacherAssignFollow.all.pluck(:Teacher_id) + EducodeSales::TeacherAssignFollow.where(staff_id: @current_admin.id).pluck(:teacher_id) + @teachers.ids
               @teachers = Teacher.where(id: teacher_ids)
             when '区域'
-              school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id)
+              school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
               @teachers = Teacher.joins("JOIN departments ON educode_sales_teachers.department_id = departments.id").where(is_key: false).where("departments.school_id in (?) OR educode_sales_teachers.staff_id = #{@current_admin.id}", school_ids)
               teacher_ids = EducodeSales::Teacher.where(staff_id: 0).pluck(:id) - EducodeSales::TeacherAssignFollow.all.pluck(:Teacher_id) + EducodeSales::TeacherAssignFollow.where(staff_id: @current_admin.id).pluck(:teacher_id) + @teachers.ids
               @teachers = Teacher.where(id: teacher_ids)

data/app/helpers/educode_sales/follow_up_helper.rb

@@ -0,0 +1,7 @@
+module EducodeSales
+  module FollowUpHelper
+    def key_people(teacher_ids)
+      EducodeSales::Teacher.where(id: teacher_ids).pluck(:name).join('、')
+    end
+  end
+end

data/app/models/educode_sales/customer_add.rb

@@ -0,0 +1,4 @@
+module EducodeSales
+  class CustomerAdd < ApplicationRecord
+  end
+end

data/app/models/educode_sales/money_plan.rb

@@ -3,7 +3,7 @@ module EducodeSales
     belongs_to :staff
     belongs_to :follow_up, counter_cache: true
 
-    enum clazz: ['未完成', '已完成']
+    enum clazz: ['计划回款', '实际回款']
 
     after_save :update_return_money
     after_destroy :update_return_money
@@ -13,9 +13,9 @@ module EducodeSales
 
     def update_return_money
       if follow_up.business.last_follow_up_id == self.follow_up_id
-        follow_up.business.update(return_money: MoneyPlan.where(clazz: '已完成', follow_up_id: self.follow_up_id).sum(:amount))
+        follow_up.business.update(return_money: MoneyPlan.where(clazz: '实际回款', follow_up_id: self.follow_up_id).sum(:amount))
       else
-        follow_up.update(return_money: follow_up.money_plans.where(clazz: '已完成').sum(:amount))
+        follow_up.update(return_money: follow_up.money_plans.where(clazz: '实际回款').sum(:amount))
       end
     end
   end

data/app/models/educode_sales/staff.rb

@@ -14,6 +14,7 @@ module EducodeSales
     has_many :businesses, dependent: :destroy
     has_many :activities, dependent: :destroy
     has_many :sale_plans, dependent: :destroy
+    has_many :staff_schools, dependent: :destroy
 
     has_many :areas, through: :market_areas
     validates :user_id, uniqueness: { message: '已存在' }

data/app/models/educode_sales/staff_school.rb

@@ -0,0 +1,6 @@
+module EducodeSales
+  class StaffSchool < ApplicationRecord
+    belongs_to :school
+    belongs_to :staff
+  end
+end

data/app/views/educode_sales/businesses/edit_plan.html.erb

@@ -24,7 +24,7 @@
         <div class="layui-input-inline" style="width: 300px;" id="professional_title_div">
           <label class="layui-form-label required">状态</label>
           <div class="layui-input-block">
-            <%= select_tag "clazz", options_for_select(['未完成', '已完成']), class: 'required' %>
+            <%= select_tag "clazz", options_for_select(['计划回款', '实际回款']), class: 'required' %>
           </div>
         </div>
       </div>
@@ -43,7 +43,7 @@
 <script type="text/html" id="return_money_select">
   <div class="layui-input-block table-select">
     <select name="clazz" lay-filter="return_money_select">
-      {{# layui.each(['未完成', '已完成'], function(i, data) { }}
+      {{# layui.each(['计划回款', '实际回款'], function(i, data) { }}
       {{# if (data == d.clazz) { }}
       <option value="{{data}}" selected="{{d.clazz}}">{{data}}</option>
       {{# } else { }}
@@ -90,8 +90,8 @@
           layer.alert(res.msg)
         } else {
           // layer.close(parent.plan_index);
-          parent.table.reload('sale_plan_follow_table');
-          parent.table.reload('businesses_table');
+          table.reload('sale_plan_follow_table');
+          table.reload('businesses_table');
           table.reload('return_money_list');
         }
       })

data/app/views/educode_sales/businesses/export_records.json.jbuilder

@@ -1,7 +1,6 @@
 json.data do
   json.array! @records do |d|
-    json.id d.id
-    json.name d.name
+    json.(d, :id, :name)
     json.staff d.staff&.user&.real_name
     json.created_at d.created_at.to_s
   end

data/app/views/educode_sales/businesses/get_export_data.json.jbuilder

@@ -0,0 +1,30 @@
+json.data do
+  json.array! @businesses do |d|
+    json.id d.id
+    json.name d.name
+    json.department d.department.name
+    json.school d.department.school.name
+    json.school_id d.department.school.id
+    follow_ups_count = d.follow_ups.where(deleted_at: nil).size
+    json.follow_ups_count follow_ups_count
+    json.follow_up_id d.last_follow_up_id
+    json.clazz d.last_follow_up&.clazz&.name || ""
+    json.stage d.last_follow_up&.stage&.name
+    json.invitation_at d.last_follow_up&.invitation_at.to_s
+    json.reception_at d.last_follow_up&.reception_at.to_s
+    json.bidded_date d.last_follow_up&.bidded_date.to_s
+    json.signed_date d.last_follow_up&.signed_date.to_s
+    json.total_amount d.last_follow_up&.total_amount
+    json.actual_amount d.last_follow_up&.actual_amount
+    json.return_money d.return_money
+    json.wait_return_money d.wait_return_money.to_i.round(2)
+    json.return_money_days d.last_follow_up&.reception_at.present? && d.last_follow_up.money_plans.where(clazz: '实际回款').present? ? (d.last_follow_up.money_plans.where(clazz: '实际回款').order(created_at: :asc).first.date_at.to_s(:date).to_date - d.last_follow_up&.reception_at).to_i : ''
+    json.place d.last_follow_up&.place&.name
+    json.last_follow_person d.last_follow_up.present? ? d.last_follow_up.staff.user.real_name : EducodeSales::Staff.find(d.staff_id).user.real_name
+    json.source d.source
+    json.assign_follow_ups d.last_follow_up.present? ? d.last_follow_up.assign_follow_ups.pluck(:staff_id) : []
+    json.current_staff_id @current_admin.id
+    json.staff_id d.staff_id
+    json.latest_time d.last_follow_up.present? ? d.last_follow_up.created_at.to_s : ''
+  end
+end