educode_sales 0.7.2 → 0.7.5

data/app/controllers/educode_sales/results_controller.rb

@@ -0,0 +1,54 @@
+require_dependency "educode_sales/application_controller"
+
+module EducodeSales
+  class ResultsController < ApplicationController
+
+    def index
+      respond_to do |format|
+        format.html do
+        end
+        format.json do
+          # @commons = Common.group("clazz").page(params[:page]).per(params[:limit])
+        end
+      end
+    end
+
+    # def create
+    #   common = Common.new(name: params[:name], clazz: params[:clazz])
+    #   if common.save
+    #     render_success
+    #   else
+    #     render_failure common
+    #   end
+    # end
+    #
+    # def edit
+    #   @common = Common.find(params[:id])
+    #   render layout: false
+    # end
+    #
+    # def update
+    #   common = Common.find(params[:id])
+    #   if common.update(common_params)
+    #     render_success
+    #   else
+    #     render_failure common
+    #   end
+    # end
+    #
+    # def new
+    #   render layout: false
+    # end
+    #
+    # def show
+    #   commons = Common.find(params[:id])
+    #   @commons = Common.where(clazz: commons.clazz).order('position')
+    # end
+    #
+    # private
+    #
+    # def common_params
+    #   params.permit(:name, :position)
+    # end
+  end
+end

data/app/controllers/educode_sales/roles_controller.rb

@@ -16,7 +16,7 @@ module EducodeSales
 
     def create
       role = Role.new(name: params[:name])
-      role.role_areas.build([{ clazz: 'Business' }, { clazz: 'SalePlan' }, { clazz: 'Teacher' }, { clazz: 'Operation' }, {clazz:'Customer'}, {clazz:'MoneyPlan'}])
+      role.role_areas.build([{ clazz: 'Business' }, { clazz: 'SalePlan' }, { clazz: 'Teacher' }, { clazz: 'Operation' }, { clazz: 'Customer' }, { clazz: 'MoneyPlan' }, { clazz: 'AssessmentsSetting' }])
       if role.save
         render_success
       else
@@ -84,6 +84,9 @@ module EducodeSales
       r = role.role_areas.find_or_initialize_by(clazz: 'MoneyPlan')
       r.level = params[:money_plan]
       r.save
+      r = role.role_areas.find_or_initialize_by(clazz: 'AssessmentsSetting')
+      r.level = params[:assessments_setting]
+      r.save
       render_success
     end
 

data/app/controllers/educode_sales/sessions_controller.rb

@@ -2,7 +2,8 @@ require_dependency "educode_sales/application_controller"
 
 module EducodeSales
   class SessionsController < ApplicationController
-    layout "educode_sales/login"
+    layout "educode_sales/login"   #todo  注意 修改模板(感觉是 整个控制器的html下都先导入该模板在导入对应的html)
+    # 行 动 前 跳 过
     skip_before_action :authenticate_request
 
     def login

data/app/helpers/educode_sales/application_helper.rb

@@ -52,5 +52,66 @@ module EducodeSales
       end
     end
 
+
+    # 完成率completion_rate
+    def completion_rate(setting,progress)
+      if setting.to_i == 0
+        '100%'
+      else
+        (progress.to_f/setting.to_f*100).round(2).to_s + "%"
+      end
+
+    end
+
+    # 签单金额 得分规则
+    def signed_amount_score(setting,progress)
+      progress.to_f >= setting.to_f || setting.to_i == 0 ? 40:(progress.to_f/setting.to_f*40).round(2)
+    end
+
+    # 回款金额  得分规则
+    def collection_amount_score(setting,progress)
+      (progress.to_i >= setting.to_i) ||  (setting.to_i == 0) ? 20:(progress.to_f/setting.to_f*20).round(2)
+    end
+
+
+    # 拜访量 得分规则
+    def visits_score(d)
+      d.to_i > 30 ? 20:0
+    end
+
+
+    #新增商机数 得分规则
+    def add_businesses_score(staff_id,start_time,end_time)
+      if @current_admin.is_admin?
+        @businesses = Business
+      else
+        level = @current_admin.role.role_areas.find_by(clazz: '商机管理').level
+        case level
+        when '自己'
+          # Business.joins(Business字段: :表的名称)----> Business表(belongs_to) Business字段关联的表(has_many)  Business字段关联的表在关联的表(belongs_to)
+          business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
+          @businesses = Business.where("educode_sales_businesses.staff_id = ? OR educode_sales_businesses.id in (?)", @current_admin.id, business_ids)
+        when '区域'
+          school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
+          business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
+          @businesses = Business.joins("JOIN departments ON educode_sales_businesses.department_id = departments.id").where("departments.school_id in (?) OR educode_sales_businesses.staff_id = #{@current_admin.id}  OR educode_sales_businesses.id in (?)", school_ids, business_ids)
+        else
+          @businesses = Business
+        end
+      end
+
+      ids_a_b = Common.where(extras: %w[a_class b_class ]).pluck(:id)
+      ids_c_d = Common.where(extras: %w[c_class d_class]).pluck(:id)
+      @businesses_a_b_count = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?)",ids_a_b)
+                                   .where("educode_sales_businesses.staff_id = ?",staff_id)
+                                   .where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-#{start_time} 00:00:00".to_date,
+                                                "#{@assessment_year}-#{end_time} 23:59:00".to_date)
+      @businesses_c_d_count = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?)",ids_c_d)
+                                         .where("educode_sales_businesses.staff_id = ?",staff_id)
+                                         .where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-#{start_time} 00:00:00".to_date,
+                                                "#{@assessment_year}-#{end_time} 23:59:00".to_date)
+      @businesses_a_b_count.count.to_i*10  + @businesses_c_d_count.count.to_i*5
+    end
+
   end
 end

data/app/helpers/educode_sales/assessments_help.rb

@@ -0,0 +1,52 @@
+
+
+module EducodeSales
+  module AssessmentsHelper
+
+
+    # def business_score
+    #   if @current_admin.is_admin?
+    #     @businesses = Business
+    #   else
+    #     level = @current_admin.role.role_areas.find_by(clazz: '商机管理').level
+    #     case level
+    #     when '自己'
+    #       # Business.joins(Business字段: :表的名称)----> Business表(belongs_to) Business字段关联的表(has_many)  Business字段关联的表在关联的表(belongs_to)
+    #       business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
+    #       @businesses = Business.where("educode_sales_businesses.staff_id = ? OR educode_sales_businesses.id in (?)", @current_admin.id, business_ids)
+    #     when '区域'
+    #       school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
+    #       business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
+    #       @businesses = Business.joins("JOIN departments ON educode_sales_businesses.department_id = departments.id").where("departments.school_id in (?) OR educode_sales_businesses.staff_id = #{@current_admin.id}  OR educode_sales_businesses.id in (?)", school_ids, business_ids)
+    #     else
+    #       @businesses = Business
+    #     end
+    #   end
+
+      # @businesses = @businesses.where("follow_ups_count > ?", '0').where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-01-01 00:00:00".to_date,"#{@assessment_year}-12-31 23:59:00".to_date)
+      # @businesses = @businesses.where(staff_id: d_staff_id)
+      # # 2.销售人员新增的商机数量，过滤E、O、X类商机，包含：ABCD类商机；  上面有连接follow_up表
+      # ids = Common.where(extras: %w[a_class b_class c_class d_claass]).pluck(:id) # 数组[1,5,2,15]
+      # @businesses = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?) ",ids)
+      # # 先把staff写死
+      # # @businesses = @businesses.where(staff_id: d_staff_id)
+      # case time
+      # when '1'
+      #   @businesses = @businesses.where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created <= ?", "#{@assessment_year}-01-01 00:00:00".to_date,"#{@assessment_year}-12-31 23:59:00".to_date)
+      # when '2'
+      # when '3'
+      # when '4'
+      # when '5'
+      # when '6'
+      # when '7'
+      # when '8'
+      # when '9'
+      # when '10'
+      # when '11'
+      # when '12'
+      # end
+
+    # end
+
+  end
+end

data/app/models/educode_sales/assessments_setting.rb

@@ -0,0 +1,28 @@
+module EducodeSales
+  class AssessmentsSetting < ApplicationRecord
+    # belongs_to :educode_sales_staff, :class_name => 'EducodeSales::Staff'
+    belongs_to :staff
+    belongs_to :user
+
+
+    # todo  签单金额 : assessment_id(1)
+    # todo 回款金额  : assessment_id(2)
+    # todo 拜访量  : assessment_id(3)
+    # todo 新增商机数  : assessment_id(4)
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+  end
+end
+

data/app/models/educode_sales/business.rb

@@ -3,11 +3,12 @@ module EducodeSales
 
     belongs_to :staff
     belongs_to :department
-    belongs_to :last_follow_up, class_name: 'FollowUp', optional: true
+    belongs_to :last_follow_up, class_name: 'FollowUp', optional: true # 允许last_follow_up_id字段中的数为nil
 
     has_many :sale_plans
     has_many :follow_ups
 
+    #每次查询时 默认的查询条件
     default_scope  -> {where(deleted_at: nil)}
 
     def soft_destroy(user_id)

data/app/models/educode_sales/follow_up.rb

@@ -1,7 +1,7 @@
 module EducodeSales
   class FollowUp < ApplicationRecord
     include ::Deletable
-    belongs_to :business, counter_cache: true
+    belongs_to :business, counter_cache: true # counter_cache(自动计算 business对应follow_up表中对应的个数)
     belongs_to :place, optional: true
     has_many :money_plans
     has_many :key_person

data/app/models/educode_sales/money_plan.rb

@@ -3,6 +3,7 @@ module EducodeSales
     belongs_to :staff
     belongs_to :follow_up, counter_cache: true
 
+    # todo 1 :实际回款 0:计划回款
     enum clazz: ['计划回款', '实际回款']
 
     after_save :update_return_money

data/app/models/educode_sales/permission.rb

@@ -12,7 +12,8 @@ module EducodeSales
       '活动运营': 'activity',
       '运营计划': 'operation_plan',
       '客户管理': 'customer',
-      '回款管理': 'money_plan'
+      '回款管理': 'money_plan',
+      '绩效考核': 'assessments_setting'
     }
   end
 end

data/app/models/educode_sales/result.rb

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

data/app/models/educode_sales/role_area.rb

@@ -9,7 +9,8 @@ module EducodeSales
       '教师运营': 'Teacher',
       '运营计划': 'Operation',
       '客户管理': 'Customer',
-      '回款管理': 'MoneyPlan'
+      '回款管理': 'MoneyPlan',
+      '绩效考核': 'AssessmentsSetting',
     }
   end
 end