educode_sales 0.7.0 → 0.7.3
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/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
@@ -19,11 +19,11 @@
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<label class="layui-form-label required">项目类型</label>
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<%if EducodeSales::FollowUp.where(business_id: @follow_up.business.id,clazz_id: EducodeSales::Common.find_by(name: @o_name).id).count >= 2 %>
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<div class="layui-input-inline">
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<%= select_tag "clazz_id", options_for_select([[@o_name,EducodeSales::Common.find_by(name: @o_name).id]])
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<%= select_tag "clazz_id", options_for_select([[@o_name, EducodeSales::Common.find_by(name: @o_name).id]]), { 'lay-filter': 'clazz_id', class: 'required', :disabled => true } %>
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</div>
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<%else %>
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<div class="layui-input-inline">
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<%= select_tag "clazz_id", options_for_select(@clazz, @follow_up&.clazz_id), class: 'required' %>
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<%= select_tag "clazz_id", options_for_select(@clazz, @follow_up&.clazz_id), { 'lay-filter': 'clazz_id', class: 'required' } %>
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</div>
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<%end %>
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</div>
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<label class="layui-form-label">验收时间</label>
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<div class="layui-input-inline">
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<input type="text" class="layui-input" value="<%= @follow_up.reception_at %>" name="reception_at"
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id="reception_at_edit" placeholder="请选择日期">
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</div>
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</div>
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<br>
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<div class="layui-inline service_show layui-hide">
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<label class="layui-form-label required">服务期</label>
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<div class="layui-input-inline">
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<input type="text" class="layui-input required" id="service_time" name="service_time" placeholder=" - " autocomplete="off" value="<%= (@follow_up.service_start_time.present? && @follow_up.service_end_time.present?) ? (@follow_up.service_start_time.to_s + ' - ' + @follow_up.service_end_time.to_s) : '' %>">
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</div>
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</div>
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<br class="service_show layui-hide">
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<div class="layui-inline">
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<label class="layui-form-label">总额(万)</label>
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<div class="layui-input-inline">
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<input name="total_amount" type="number" class="layui-input" value="<%= @follow_up.total_amount %>">
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</div>
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客户采购支出的费用。总额的生命历程:1.在最初阶段,是商机的预算总额;2.在挂网阶段,是项目的挂网预算总额;3.在中标阶段,是项目的中标总额。
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客户采购支出的费用。总额的生命历程:1.在最初阶段,是商机的预算总额;2.在挂网阶段,是项目的挂网预算总额;3.在中标阶段,是项目的中标总额。
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</div>
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<br>
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<div class="layui-inline">
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<label class="layui-form-label">合同额(万)</label>
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<div class="layui-input-inline">
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<input name="actual_amount" type="number" class="layui-input" placeholder="本单位的签单金额" value="<%= @follow_up.actual_amount %>">
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</div>
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客户签给头歌的费用。合同额的生命历程:1.在中标之前,合同额都是0;2.在中标之后,实际与头歌签合同的金额。
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</div>
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</div>
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<script>
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laydate.render({
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elem: '#invitation_at_edit'
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})
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laydate.render({
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elem: '#edit_year',
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type: 'year'
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})
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layui.use(['form', 'table', 'upload', 'layer', 'laytpl', 'request', 'laydate', 'xmSelect'], function () {
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var form = layui.form,
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layer = layui.layer,
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table = layui.table,
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xmSelect = layui.xmSelect,
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laytpl = layui.laytpl,
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request = layui.request,
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laydate = layui.laydate,
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$ = layui.$;
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flag =
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<%=@follow_up&.clazz_id == EducodeSales::Common.where(extras: EducodeSales::Common::OTYPE).first&.id %>
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if (flag) {
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$(".service_show").removeClass('layui-hide')
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}
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paging: true,
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pageRemote: true,
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filterable: true,
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remoteMethod: function (val, cb, show, pageIndex) {
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$.ajax( '/missions/sales_staff', {
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method: 'get',
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data: {
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q: val,
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page: pageIndex
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},
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dataType: 'json',
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success: function (res) {
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var data = res.data;
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if (res.code == 0) {
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cb(res.data, res.count);
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form.on('select(clazz_id)', function (data) {
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console.log(data.value)
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const value = data.value;
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if (value == <%= EducodeSales::Common.where(extras: EducodeSales::Common::OTYPE).first&.id %>) {
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$(".service_show").removeClass('layui-hide')
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} else {
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console.log(data.value)
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}
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laydate.render({
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elem: '#invitation_at_edit'
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})
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laydate.render({
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elem: '#service_time',
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range: true
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});
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laydate.render({
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elem: '#edit_year',
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type: 'year'
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})
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laydate.render({
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elem: '#reception_at_edit'
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});
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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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clickClose: true,
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delay: 1000,
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paging: true,
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pageRemote: true,
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filterable: true,
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remoteMethod: function (val, cb, show, pageIndex) {
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$.ajax('/missions/sales_staff', {
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method: 'get',
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data: {
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q: val,
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page: pageIndex
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dataType: 'json',
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success: function (res) {
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var data = res.data;
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if (res.code == 0) {
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cb(res.data, res.count);
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} else {
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layer.msg(res.msg, {time: 2000, icon: 2, shade: 0.01});
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}
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}
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})
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})
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sales_list.setValue(gon.sales)
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var places_list = xmSelect.render({
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el: '#edit_place',
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remoteSearch: true,
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clickClose: true,
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model: {
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icon: 'hidden',
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label: {
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type: 'text',
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text: {
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//左边拼接的字符
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left: '',
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//右边拼接的字符
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right: '',
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//中间的分隔符
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separator: ', ',
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},
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}
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},
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delay: 1000,
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radio: true,
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paging: true,
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pageRemote: true,
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filterable: true,
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remoteMethod: function (val, cb, show, pageIndex) {
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$.ajax('/missions/sales_place', {
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method: 'get',
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data: {
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q: val,
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page: pageIndex
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},
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dataType: 'json',
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success: function (res) {
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var data = res.data;
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if (res.code == 0) {
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cb(res.data, res.count);
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} else {
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layer.msg(res.msg, {time: 2000, icon: 2, shade: 0.01});
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}
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}
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})
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})
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places_list.setValue(gon.place)
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places_list.setValue(gon.place)
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form.render();
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form.on('submit(update_follow_up)', function (data) {
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if (data.field.clazz_id == <%= EducodeSales::Common.where(extras: EducodeSales::Common::OTYPE).first&.id %>) {
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if (data.field.service_time.length == 0) {
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layer.msg('请选择服务期', {time: 2000, icon: 2, shade: 0.01});
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return false;
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}
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}
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var assign_follow = [];
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sales_list.getValue().forEach(function (d) {
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assign_follow.push(d.value);
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})
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data.field.assign_follow_up = assign_follow;
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data.field.place_id = places_list.getValue()[0].value;
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request.authPut("missions/follow_ups/<%= @follow_up.id%>", data.field, function (res) {
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if (res.success == false) {
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layer.alert(res.msg)
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} else {
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layer.close(parent.sale_plan_edit_open);
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parent.layer.close(parent.layer.getFrameIndex(window.name))
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parent.table.reload('sale_plan_follow_table')
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parent.table.reload('businesses_table')
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parent.table.reload('teachers_table')
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}
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})
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return false;
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});
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});
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</script>
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<style>
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.place_select xm-select > .xm-body{
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width: 300px;
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.place_select xm-select > .xm-body {
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width: 300px;
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!important;
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}
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</style>
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<div class="layui-input-inline" style="width: 300px;" id="professional_title_div">
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<label class="layui-form-label required">状态</label>
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<div class="layui-input-block">
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<%= select_tag "clazz", options_for_select(['
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<%= select_tag "clazz", options_for_select(['计划回款', '实际回款']), class: 'required' %>
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</div>
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</div>
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</div>
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@@ -43,7 +43,7 @@
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<script type="text/html" id="return_money_select">
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<div class="layui-input-block table-select">
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<select name="clazz" lay-filter="return_money_select">
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-
{{# layui.each(['
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+
{{# layui.each(['计划回款', '实际回款'], function(i, data) { }}
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{{# if (data == d.clazz) { }}
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<option value="{{data}}" selected="{{d.clazz}}">{{data}}</option>
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{{# } else { }}
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@@ -90,8 +90,8 @@
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layer.alert(res.msg)
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} else {
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// layer.close(parent.plan_index);
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-
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-
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+
table.reload('sale_plan_follow_table');
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+
table.reload('businesses_table');
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table.reload('return_money_list');
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}
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})
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@@ -15,10 +15,11 @@ json.data do
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json.bidded_date d.last_follow_up&.bidded_date.to_s
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json.signed_date d.last_follow_up&.signed_date.to_s
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json.total_amount d.last_follow_up&.total_amount
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+
json.service_end_time d.last_follow_up&.service_start_time.to_s + "-" + d.last_follow_up&.service_end_time.to_s
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json.actual_amount d.last_follow_up&.actual_amount
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json.return_money d.return_money
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json.wait_return_money d.wait_return_money.to_i.round(2)
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-
json.return_money_days d.last_follow_up&.reception_at.present? && d.last_follow_up.money_plans.where(clazz: '
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+
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 : ''
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json.place d.last_follow_up&.place&.name
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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
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json.source d.source
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