educode_sales 0.7.0 → 0.7.3
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- checksums.yaml +4 -4
- data/app/controllers/educode_sales/businesses_controller.rb +19 -3
- data/app/controllers/educode_sales/follow_ups_controller.rb +15 -3
- data/app/controllers/educode_sales/money_plans_controller.rb +2 -2
- data/app/controllers/educode_sales/operation_plans_controller.rb +5 -2
- data/app/controllers/educode_sales/plans_controller.rb +3 -2
- data/app/controllers/educode_sales/results_controller.rb +54 -0
- data/app/controllers/educode_sales/sale_trends_controller.rb +116 -116
- data/app/controllers/educode_sales/staffs_controller.rb +2 -0
- data/app/helpers/educode_sales/follow_up_helper.rb +7 -0
- data/app/models/educode_sales/money_plan.rb +3 -3
- data/app/models/educode_sales/result.rb +4 -0
- data/app/views/educode_sales/businesses/edit_follow_record.html.erb +150 -114
- data/app/views/educode_sales/businesses/edit_plan.html.erb +4 -4
- data/app/views/educode_sales/businesses/export_records.json.jbuilder +1 -2
- data/app/views/educode_sales/businesses/get_export_data.json.jbuilder +2 -1
- data/app/views/educode_sales/businesses/index.html.erb +132 -109
- data/app/views/educode_sales/businesses/index.json.jbuilder +3 -2
- data/app/views/educode_sales/businesses/new_follow_record.html.erb +156 -119
- data/app/views/educode_sales/businesses/show_follow.html.erb +37 -25
- data/app/views/educode_sales/businesses/show_follow.json.jbuilder +2 -0
- data/app/views/educode_sales/businesses/show_follow_record.html.erb +8 -1
- data/app/views/educode_sales/customers/index.html.erb +1 -2
- data/app/views/educode_sales/customers/show_follow.html.erb +1 -1
- data/app/views/educode_sales/follow_ups/index.json.jbuilder +1 -1
- data/app/views/educode_sales/follow_ups/money_plans.json.jbuilder +2 -4
- data/app/views/educode_sales/money_plans/index.html.erb +1 -1
- data/app/views/educode_sales/operation_plans/_monthPlan.html.erb +8 -3
- data/app/views/educode_sales/operation_plans/_monthly.html.erb +2 -2
- data/app/views/educode_sales/operation_plans/_weekPlan.html.erb +2 -2
- data/app/views/educode_sales/operation_plans/_weekly.html.erb +2 -2
- data/app/views/educode_sales/plans/_monthPlan.html.erb +8 -3
- data/app/views/educode_sales/plans/_monthly.html.erb +2 -2
- data/app/views/educode_sales/plans/_weekPlan.html.erb +2 -2
- data/app/views/educode_sales/plans/_weekly.html.erb +2 -2
- data/app/views/educode_sales/results/edit.html.erb +111 -0
- data/app/views/educode_sales/results/index.html.erb +0 -0
- data/app/views/educode_sales/results/index.json.jbuilder +13 -0
- data/app/views/educode_sales/results/new.html.erb +58 -0
- data/app/views/educode_sales/results/show.json.jbuilder +9 -0
- data/app/views/educode_sales/roles/edit.html.erb +1 -1
- data/app/views/educode_sales/sale_reports/audit.html.erb +2 -0
- data/app/views/educode_sales/sale_reports/edit.html.erb +2 -0
- data/app/views/educode_sales/sale_reports/show.html.erb +2 -0
- data/app/views/educode_sales/sales/index.html.erb +7 -7
- data/app/views/educode_sales/teachers/show_follow.html.erb +1 -1
- data/app/views/layouts/educode_sales/application.html.erb +9 -3
- data/config/routes.rb +7 -1
- data/db/migrate/20220314053856_add_service_start_time_to_follow_ups.rb +6 -0
- data/db/migrate/20220314074354_add_service_time_long_to_follow_ups.rb +5 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +12 -2
@@ -8,14 +8,14 @@ module EducodeSales
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# authorize! :trends, EducodeSales::SaleTrend
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@year = params[:year] ? params[:year] : Time.now.year
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@years = ['全部'] + (1..(Time.now.year - 2014)).reverse_each.map { |d| 2014 + d }
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if(@year == '全部')
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if (@year == '全部')
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x = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
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o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
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@business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).sum(:total_amount).round(2)
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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)
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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)
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@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)
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@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)
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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)
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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)
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@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)
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@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)
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@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)
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@@ -29,62 +29,63 @@ module EducodeSales
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x = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
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o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
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@sale_trend = SaleTrend.find_or_create_by(year: @year)
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@business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.year = ?"
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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)
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@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)
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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)
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@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)
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@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)
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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)
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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)
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@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)
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@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)
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@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)
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a = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::ATYPE)&.name).pluck(:id)
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@a_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", a).where("educode_sales_follow_ups.year = ?"
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@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)
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b = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::BTYPE)&.name).pluck(:id)
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@b_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", b).where("educode_sales_follow_ups.year = ?"
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@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)
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end
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count_type = params[:count_type] || "actual_amount"
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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names = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] }
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x_business_ids = []
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default_dates = (30.day.ago.to_date..Date.today).map { |d| d.strftime("%Y-%W")}.uniq #默认时间范围
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default_dates = (30.day.ago.to_date..Date.today).map { |d| d.strftime("%Y-%W") }.uniq #默认时间范围
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Business.all.each do |d|
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if d.last_follow_up&.clazz&.id == x
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x_business_ids << d.id
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end
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end
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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)'
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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)']
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@follow_count_range = params[:follow_count_range] || "week"
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@goal_count_range = params[:goal_count_range] || "month"
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# 商机跟进数图表
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@follow_count_data = week_follow_count_chart(default_dates,names,x_business_ids,colors)
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@follow_count_data = week_follow_count_chart(default_dates, names, x_business_ids, colors)
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if params[:follow_count_range].present?
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case params[:follow_count_range]
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when "week"
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when "week" #按周
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if params[:date_week].present?
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date = params[:date_week].split(" - ")
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dates = (date[0].to_date..date[1].to_date).map { |d|
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d.strftime("%Y-%W")}.uniq
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@follow_count_data = week_follow_count_chart(dates,names,x_business_ids,colors)
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d.strftime("%Y-%W") }.uniq
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@follow_count_data = week_follow_count_chart(dates, names, x_business_ids, colors)
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end
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when "month"
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when "month" #按月
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if params[:date_month].present?
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# (Date.new(2020,12,1)..Date.new(2021,12,1)).map { |d| d.strftime("%Y-%m")}.uniq
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date = params[:date_month].split(" - ")
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dates = ((date[0]+"-01").to_date..(date[1]+"-01").to_date).map { |d| d.strftime("%Y-%m")}.uniq
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@follow_count_data = month_follow_count_chart(dates,names,x_business_ids,colors)
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dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
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@follow_count_data = month_follow_count_chart(dates, names, x_business_ids, colors)
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end
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when "year"
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when "year" #按年
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if params[:date_year].present?
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date = params[:date_year].split(" - ")
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dates = (date[0]..date[1]).to_a
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@follow_count_data = year_follow_count_chart(dates,names,x_business_ids,colors)
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@follow_count_data = year_follow_count_chart(dates, names, x_business_ids, colors)
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end
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else
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else
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#按天
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if params[:date].present?
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date = params[:date].split(" - ")
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dates = (date[0].to_date..date[1].to_date).to_a
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@follow_count_data = day_follow_count_chart(dates,names,x_business_ids,colors)
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@follow_count_data = day_follow_count_chart(dates, names, x_business_ids, colors)
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end
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end
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end
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@@ -92,12 +93,12 @@ module EducodeSales
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#商机区域分布图表
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provinces = EducodeSales::Common.where(clazz: 'area').pluck(:name)
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if params[:business_count_type] == 'money' || params[:business_count_type].blank?
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@business_data =
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@business_data = {
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labels: provinces,
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datasets:[
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datasets: [
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{
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label: "商机总额",
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data: provinces.map{|province|
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data: provinces.map { |province|
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if params[:business_type].blank?
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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)
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else
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]
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}
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else
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@business_data =
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@business_data = {
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labels: provinces,
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datasets:[
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datasets: [
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{
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label: "商机数量",
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data: provinces.map{|province|
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data: provinces.map { |province|
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if params[:business_type].blank?
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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
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else
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}
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end
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# 销售人员跟进分析
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begin_time = Time.now.at_beginning_of_year.to_s
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end_time = Time.now.at_end_of_year.to_s
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end_time = date[1] + "23:59:59"
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end
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end
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100.times{p begin_time}
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100.times{p end_time}
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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staff_names = Staff.joins(:user).where(job_type: common.id).map { |d| d.user.real_name}
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staff_names = Staff.joins(:user).where(job_type: common.id).map { |d| d.user.real_name }
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staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
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if params[:customer_count_type] == 'money' || params[:customer_count_type].blank?
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@customer_data =
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@customer_data = {
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labels: staff_names,
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datasets:[
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datasets: [
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{
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label: "跟进客户数",
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data: staff_ids.map{|staff_id|
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data: staff_ids.map { |staff_id|
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(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
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},
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backgroundColor: colors[0],
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]
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}
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else
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@customer_data =
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@customer_data = {
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labels: staff_names,
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datasets:[
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datasets: [
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{
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label: "跟进客户次数",
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data: staff_ids.map{|staff_id|
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data: staff_ids.map { |staff_id|
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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
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},
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backgroundColor: colors[0],
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}
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end
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sale_names = ['已中标','已签单','已回款']
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@goal_count_data = month_sale_chart(goal_default_dates,sale_names,colors,x,stage_ids,s_stage_ids,count_type)
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+
# 销售额分析
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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
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sale_names = ['已中标', '已签单', '已回款']
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@goal_count_data = month_sale_chart(goal_default_dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
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if params[:goal_count_range].present?
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case params[:goal_count_range]
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when "week"
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-
when "month"
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when "month" #按月
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if params[:goal_date_month].present?
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date = params[:goal_date_month].split(" - ")
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dates = ((date[0]+"-01").to_date..(date[1]+"-01").to_date).map { |d| d.strftime("%Y-%m")}.uniq
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@goal_count_data =
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dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
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@goal_count_data = month_sale_chart(dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
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end
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-
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else
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#按年
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if params[:goal_date_year].present?
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date = params[:goal_date_year].split(" - ")
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dates = (date[0]..date[1]).to_a
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@goal_count_data = year_sale_chart(dates,sale_names,colors,x,stage_ids,s_stage_ids,count_type)
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@goal_count_data = year_sale_chart(dates, sale_names, colors, x, stage_ids, s_stage_ids, count_type)
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end
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end
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end
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params.permit(:chance_money, :ballot_money, :sign_money, :returned_money)
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end
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def day_follow_count_chart(dates,names,x_business_ids,colors)
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def day_follow_count_chart(dates, names, x_business_ids, colors)
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{
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labels: dates,
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datasets:names.map.with_index do |name,i|
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datasets: names.map.with_index do |name, i|
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{
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# hidden: i < 3 ? false : true,
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label: name[0],
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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 },
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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 },
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backgroundColor: "#fff",
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pointBorderColor: colors[i%15+1],
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borderColor: colors[i%15+1],
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pointBackgroundColor: colors[i%15+1],
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pointBorderColor: colors[i % 15 + 1],
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borderColor: colors[i % 15 + 1],
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pointBackgroundColor: colors[i % 15 + 1],
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borderWidth: 2
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}
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end
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}
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end
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def week_follow_count_chart(dates, names, x_business_ids, colors)
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{
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labels: dates.map{ |date|
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labels: dates.map { |date|
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d = date.split("-")
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year = d[0].to_i
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week = d[1].to_i
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if week == 0
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0
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else
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month = Date.commercial(year,week).strftime("%m月%d日")
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day = Date.commercial(year,week,7).strftime("%m月%d日")
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+
month = Date.commercial(year, week).strftime("%m月%d日")
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day = Date.commercial(year, week, 7).strftime("%m月%d日")
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date.to_s + "(#{month}-#{day})"
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end
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} - [0],
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datasets:names.map.with_index do |name,i|
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datasets: names.map.with_index do |name, i|
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{
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# hidden: i < 3 ? false : true,
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label: name[0],
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data: dates.map{ |d|
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data: dates.map { |d|
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d = d.split("-")
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year = d[0].to_i
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week = d[1].to_i
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if week == 0
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@follow_up = 999999
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else
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@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
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+
end
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} - [999999],
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backgroundColor: "#fff",
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pointBorderColor: colors[i%15+1],
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borderColor: colors[i%15+1],
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pointBackgroundColor: colors[i%15+1],
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+
pointBorderColor: colors[i % 15 + 1],
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borderColor: colors[i % 15 + 1],
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pointBackgroundColor: colors[i % 15 + 1],
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borderWidth: 2
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}
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end
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}
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end
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+
def month_follow_count_chart(dates, names, x_business_ids, colors)
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{
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labels: dates,
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datasets:names.map.with_index do |name,i|
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+
datasets: names.map.with_index do |name, i|
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{
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# hidden: i < 3 ? false : true,
|
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label: name[0],
|
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|
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data: dates.map { |d| @follow_up = FollowUp.where(
|
309
|
+
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 },
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backgroundColor: "#fff",
|
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|
-
pointBorderColor: colors[i%15+1],
|
314
|
-
borderColor: colors[i%15+1],
|
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|
-
pointBackgroundColor: colors[i%15+1],
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|
+
pointBorderColor: colors[i % 15 + 1],
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|
+
borderColor: colors[i % 15 + 1],
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|
+
pointBackgroundColor: colors[i % 15 + 1],
|
316
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|
borderWidth: 2,
|
317
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|
}
|
318
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|
end
|
319
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|
}
|
320
318
|
end
|
321
|
-
|
319
|
+
|
320
|
+
def year_follow_count_chart(dates, names, x_business_ids, colors)
|
322
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|
{
|
323
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|
labels: dates,
|
324
|
-
datasets:names.map.with_index do |name,i|
|
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|
+
datasets: names.map.with_index do |name, i|
|
325
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|
{
|
326
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|
# hidden: i < 3 ? false : true,
|
327
326
|
label: name[0],
|
328
|
-
data: dates.map { |d| @follow_up = FollowUp.where(
|
327
|
+
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 },
|
329
328
|
backgroundColor: "#fff",
|
330
|
-
pointBorderColor: colors[i%15+1],
|
331
|
-
borderColor: colors[i%15+1],
|
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|
-
pointBackgroundColor: colors[i%15+1],
|
329
|
+
pointBorderColor: colors[i % 15 + 1],
|
330
|
+
borderColor: colors[i % 15 + 1],
|
331
|
+
pointBackgroundColor: colors[i % 15 + 1],
|
333
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|
borderWidth: 2
|
334
333
|
}
|
335
334
|
end
|
336
335
|
}
|
337
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|
end
|
338
337
|
|
339
|
-
def month_sale_chart(dates,names,colors,x,stage_ids,s_stage_ids,count_type)
|
338
|
+
def month_sale_chart(dates, names, colors, x, stage_ids, s_stage_ids, count_type)
|
340
339
|
{
|
341
340
|
labels: dates,
|
342
|
-
datasets: names.map.with_index do |name,i|
|
343
|
-
|
344
|
-
|
345
|
-
|
346
|
-
|
347
|
-
|
348
|
-
|
349
|
-
|
350
|
-
|
351
|
-
|
352
|
-
|
353
|
-
|
354
|
-
|
355
|
-
|
356
|
-
|
357
|
-
|
341
|
+
datasets: names.map.with_index do |name, i|
|
342
|
+
{
|
343
|
+
label: name,
|
344
|
+
data: dates.map { |d|
|
345
|
+
case i
|
346
|
+
when 0
|
347
|
+
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)
|
348
|
+
when 1
|
349
|
+
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)
|
350
|
+
else
|
351
|
+
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)
|
352
|
+
end
|
353
|
+
},
|
354
|
+
backgroundColor: colors[i],
|
355
|
+
borderColor: colors[i],
|
356
|
+
borderWidth: 1
|
357
|
+
}
|
358
358
|
end
|
359
359
|
}
|
360
360
|
end
|
361
361
|
|
362
|
-
def year_sale_chart(dates,names,colors,x,stage_ids,s_stage_ids,count_type)
|
362
|
+
def year_sale_chart(dates, names, colors, x, stage_ids, s_stage_ids, count_type)
|
363
363
|
{
|
364
364
|
labels: dates,
|
365
|
-
datasets:names.map.with_index do |name,i|
|
366
|
-
|
367
|
-
|
368
|
-
|
369
|
-
|
370
|
-
|
371
|
-
|
372
|
-
|
373
|
-
|
374
|
-
|
375
|
-
|
376
|
-
|
377
|
-
|
378
|
-
|
379
|
-
|
365
|
+
datasets: names.map.with_index do |name, i|
|
366
|
+
{
|
367
|
+
label: name,
|
368
|
+
data: dates.map { |d|
|
369
|
+
case i
|
370
|
+
when 0
|
371
|
+
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)
|
372
|
+
when 1
|
373
|
+
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)
|
374
|
+
else
|
375
|
+
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)
|
376
|
+
end },
|
377
|
+
backgroundColor: colors[i],
|
378
|
+
borderColor: colors[i],
|
379
|
+
borderWidth: 1
|
380
|
+
}
|
380
381
|
end
|
381
382
|
}
|
382
383
|
end
|
383
384
|
|
384
|
-
|
385
385
|
end
|
386
386
|
end
|
@@ -3,7 +3,7 @@ module EducodeSales
|
|
3
3
|
belongs_to :staff
|
4
4
|
belongs_to :follow_up, counter_cache: true
|
5
5
|
|
6
|
-
enum clazz: ['
|
6
|
+
enum clazz: ['计划回款', '实际回款']
|
7
7
|
|
8
8
|
after_save :update_return_money
|
9
9
|
after_destroy :update_return_money
|
@@ -13,9 +13,9 @@ module EducodeSales
|
|
13
13
|
|
14
14
|
def update_return_money
|
15
15
|
if follow_up.business.last_follow_up_id == self.follow_up_id
|
16
|
-
follow_up.business.update(return_money: MoneyPlan.where(clazz: '
|
16
|
+
follow_up.business.update(return_money: MoneyPlan.where(clazz: '实际回款', follow_up_id: self.follow_up_id).sum(:amount))
|
17
17
|
else
|
18
|
-
follow_up.update(return_money: follow_up.money_plans.where(clazz: '
|
18
|
+
follow_up.update(return_money: follow_up.money_plans.where(clazz: '实际回款').sum(:amount))
|
19
19
|
end
|
20
20
|
end
|
21
21
|
end
|