educode_sales 0.7.2 → 0.7.5
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/assets/images/educode_sales/assessment.png +0 -0
- data/app/assets/images/educode_sales/indexlogo.png +0 -0
- data/app/controllers/educode_sales/assessments_controller.rb +490 -0
- data/app/controllers/educode_sales/businesses_controller.rb +13 -4
- data/app/controllers/educode_sales/customers_controller.rb +3 -0
- data/app/controllers/educode_sales/follow_ups_controller.rb +13 -1
- data/app/controllers/educode_sales/home_controller.rb +4 -3
- data/app/controllers/educode_sales/money_plans_controller.rb +2 -0
- data/app/controllers/educode_sales/plans_controller.rb +1 -0
- data/app/controllers/educode_sales/results_controller.rb +54 -0
- data/app/controllers/educode_sales/roles_controller.rb +4 -1
- data/app/controllers/educode_sales/sessions_controller.rb +2 -1
- data/app/helpers/educode_sales/application_helper.rb +61 -0
- data/app/helpers/educode_sales/assessments_help.rb +52 -0
- data/app/models/educode_sales/assessments_setting.rb +28 -0
- data/app/models/educode_sales/business.rb +2 -1
- data/app/models/educode_sales/follow_up.rb +1 -1
- data/app/models/educode_sales/money_plan.rb +1 -0
- data/app/models/educode_sales/permission.rb +2 -1
- data/app/models/educode_sales/result.rb +4 -0
- data/app/models/educode_sales/role_area.rb +2 -1
- data/app/views/educode_sales/assessments/_progress.html.erb +433 -0
- data/app/views/educode_sales/assessments/_setup.html.erb +331 -0
- data/app/views/educode_sales/assessments/edit.html.erb +238 -0
- data/app/views/educode_sales/assessments/get_export_data.json.jbuilder +197 -0
- data/app/views/educode_sales/assessments/index.html.erb +63 -0
- data/app/views/educode_sales/assessments/index.json.jbuilder +26 -0
- data/app/views/educode_sales/assessments/new.html.erb +310 -0
- data/app/views/educode_sales/assessments/progress.json.jbuilder +372 -0
- data/app/views/educode_sales/businesses/edit_follow_record.html.erb +150 -114
- data/app/views/educode_sales/businesses/get_export_data.json.jbuilder +1 -0
- data/app/views/educode_sales/businesses/index.html.erb +25 -19
- data/app/views/educode_sales/businesses/index.json.jbuilder +1 -0
- data/app/views/educode_sales/businesses/new_follow_record.html.erb +163 -126
- data/app/views/educode_sales/businesses/show_follow.html.erb +25 -20
- data/app/views/educode_sales/businesses/show_follow.json.jbuilder +1 -0
- data/app/views/educode_sales/businesses/show_follow_record.html.erb +8 -1
- data/app/views/educode_sales/places/index.html.erb +5 -3
- data/app/views/educode_sales/plans/_monthPlan.html.erb +3 -1
- data/app/views/educode_sales/plans/new_month.html.erb +2 -0
- data/app/views/educode_sales/plans/new_week.html.erb +5 -1
- 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 +26 -18
- data/app/views/educode_sales/sale_reports/index.json.jbuilder +1 -0
- data/app/views/layouts/educode_sales/application.html.erb +18 -12
- data/app/views/layouts/educode_sales/login.html.erb +1 -1
- data/config/routes.rb +18 -1
- data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +9 -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/db/migrate/20220402020233_create_educode_sales_assessments_settings.rb +27 -0
- data/db/migrate/20220411021641_add_new_column_assessments_settings.rb +20 -0
- data/db/migrate/20220413090940_add_september_progress_to_assessment_settings.rb +5 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +31 -6
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<script type="text/html" id="progress_Toolbar">
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<div class="layui-btn-container">
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<span class="table-label">指标完成情况</span>
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<% if can?(:export_result, EducodeSales::AssessmentsSetting) %>
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<button class="layui-btn layui-btn-primary layui-border-green layui-btn-sm data-count-edit export_more-btn pull-right" style="color: #0000FF;" data-name="export" data-id="export">
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导出<i class="layui-icon layui-icon-down layui-nav-more" style="font-size: 12px"></i></button>
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<%end %>
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</div>
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</script>
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<!--搜索-->
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<div class="layuimini-main min-height-table" id="monthly_table_wraper">
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<form class="layui-form layui-form-pane" lay-filter="assessment_progress_form">
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<div class="layui-form-item">
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<div class="layui-inline">
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<label class="layui-form-label">考核年度</label>
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<div class="layui-input-inline">
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<input type="text" class="layui-input" id="assessment_year" autocomplete="off" name="assessment_year" value="2022">
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</div>
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</div>
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<div class="layui-inline">
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<label class="layui-form-label">考核指标</label>
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<div class="layui-input-inline">
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<select class="layui-select" name="assessment_id" >
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<option value="1" selected >签单金额</option>
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<option value="2">回款金额</option>
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<option value="3">拜访量</option>
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<option value="4">新增商机数</option>
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</select>
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</div>
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</div>
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<div class="layui-inline">
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<label class="layui-form-label">人员</label>
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<div class="layui-input-inline large-select">
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<%= select_tag "staff_id", options_for_select(@staffs), { id: 'weekly_staff_id', include_blank: true} %>
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</div>
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</div>
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<div class="layui-inline">
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<button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="progress_resert_btn">重置
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</button>
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<button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="progress_search_btn">检索
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</button>
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</div>
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</div>
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</form>
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<!--表格-->
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<table class="layui-hide" id="progressTable" style="min-height: 600px;" lay-filter="progressTable"></table>
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</div>
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<script>
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layui.use(['form', 'table', 'miniPage', 'element', 'rate', 'laydate', 'request'], function () {
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var $ = layui.jquery,
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form = layui.form,
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laydate = layui.laydate,
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request = layui.request,
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table = layui.table,
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rate = layui.rate,
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miniPage = layui.miniPage;
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dropdown = layui.dropdown;
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laydate.render({
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elem: '#assessment_year',
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type: 'year'
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});
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var progress_table = table.render({
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elem: '#progressTable'
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,url: '/missions/assessments/progress'
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,toolbar: '#progress_Toolbar'
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,totalRow:true
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,defaultToolbar: ['filter']
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// ,limit: 10
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,limits: [10,15,20,30,40,50,60,70,80,90]
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,limit: 10
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,page: true
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,cols:[
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[ //标题栏
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{ title: '序号', width: 80, rowspan: 2,type:'numbers',fixed:'left',sort: true,} //rowspan即纵向跨越的单元格数
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,{field: 'name', title: '考核人员', width: 80, rowspan: 2,fixed:'left'}
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,{align: 'center', title: '全年', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '第1季度', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '1月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '2月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '3月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '第2季度', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '4月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '5月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '6月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '第3季度', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '7月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '8月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '9月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '第4季度', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '10月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '11月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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,{align: 'center', title: '12月', colspan: 5} //colspan即横跨的单元格数,这种情况下不用设置field和width
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],
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[
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{field: 'annual', title: '目标', width: 80}
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,{field: 'annual_progress', title: '完成', width: 80}
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,{field: 'annual_dif', title: '差额', width: 80}
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,{field: 'annual_rate', title: '完成率', width:80}
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,{field: 'annual_score', title: '得分', width: 80}
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,{field: 'first_quarter', title: '目标', width: 80}
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,{field: 'first_quarter_progress', title: '完成', width: 80}
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,{field: 'first_quarter_dif', title: '差额', width: 80}
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,{field: 'first_quarter_rate', title: '完成率', width:80}
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,{field: 'first_quarter_score', title: '得分', width: 80}
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,{field: 'january', title: '目标', width: 80}
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,{field: 'january_progress', title: '完成', width: 80}
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,{field: 'january_dif', title: '差额', width: 80}
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,{field: 'january_rate', title: '完成率', width:80}
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,{field: 'january_score', title: '得分', width: 80}
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,{field: 'february', title: '目标', width: 80}
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,{field: 'february_progress', title: '完成', width: 80}
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,{field: 'february_dif', title: '差额', width: 80}
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,{field: 'february_rate', title: '完成率', width:80}
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,{field: 'february_score', title: '得分', width: 80}
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,{field: 'march', title: '目标', width: 80}
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,{field: 'march_progress', title: '完成', width: 80}
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,{field: 'march_dif', title: '差额', width: 80}
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,{field: 'march_rate', title: '完成率', width:80}
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,{field: 'march_score', title: '得分', width: 80}
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,{field: 'second_quarter', title: '目标', width: 80}
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,{field: 'second_quarter_progress', title: '完成', width: 80}
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,{field: 'second_quarter_dif', title: '差额', width: 80}
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,{field: 'second_quarter_rate', title: '完成率', width:80}
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,{field: 'second_quarter_score', title: '得分', width: 80}
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,{field: 'april', title: '目标', width: 80}
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,{field: 'april_progress', title: '完成', width: 80}
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,{field: 'april_dif', title: '差额', width: 80}
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,{field: 'april_rate', title: '完成率', width:80}
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,{field: 'april_score', title: '得分', width: 80}
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,{field: 'may', title: '目标', width: 80}
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,{field: 'may_progress', title: '完成', width: 80}
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,{field: 'may_dif', title: '差额', width: 80}
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,{field: 'may_rate', title: '完成率', width:80}
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,{field: 'may_score', title: '得分', width: 80}
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,{field: 'june', title: '目标', width: 80}
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,{field: 'june_progress', title: '完成', width: 80}
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,{field: 'june_dif', title: '差额', width: 80}
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,{field: 'june_rate', title: '完成率', width:80}
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,{field: 'june_score', title: '得分', width: 80}
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,{field: 'third_quarter', title: '目标', width: 80}
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,{field: 'third_quarter_progress', title: '完成', width: 80}
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,{field: 'third_quarter_dif', title: '差额', width: 80}
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,{field: 'third_quarter_rate', title: '完成率', width:80}
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,{field: 'third_quarter_score', title: '得分', width: 80}
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,{field: 'july', title: '目标', width: 80}
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,{field: 'july_progress', title: '完成', width: 80}
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,{field: 'july_dif', title: '差额', width: 80}
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,{field: 'july_rate', title: '完成率', width:80}
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,{field: 'july_score', title: '得分', width: 80}
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,{field: 'august', title: '目标', width: 80}
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,{field: 'august_progress', title: '完成', width: 80}
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,{field: 'august_dif', title: '差额', width: 80}
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,{field: 'august_rate', title: '完成率', width:80}
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,{field: 'august_score', title: '得分', width: 80}
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,{field: 'september', title: '目标', width: 80}
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,{field: 'september_progress', title: '完成', width: 80}
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,{field: 'september_dif', title: '差额', width: 80}
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,{field: 'september_rate', title: '完成率', width:80}
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,{field: 'september_score', title: '得分', width: 80}
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,{field: 'fourth_quarter', title: '目标', width: 80}
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,{field: 'fourth_quarter_progress', title: '完成', width: 80}
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,{field: 'fourth_quarter_dif', title: '差额', width: 80}
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,{field: 'fourth_quarter_rate', title: '完成率', width:80}
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,{field: 'fourth_quarter_score', title: '得分', width: 80}
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,{field: 'october', title: '目标', width: 80}
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,{field: 'october_progress', title: '完成', width: 80}
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,{field: 'october_dif', title: '差额', width: 80}
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,{field: 'october_rate', title: '完成率', width:80}
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,{field: 'october_score', title: '得分', width: 80}
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,{field: 'november', title: '目标', width: 80}
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,{field: 'november_progress', title: '完成', width: 80}
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,{field: 'november_dif', title: '差额', width: 80}
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,{field: 'november_rate', title: '完成率', width:80}
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,{field: 'november_score', title: '得分', width: 80}
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,{field: 'december', title: '目标', width: 80}
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,{field: 'december_progress', title: '完成', width: 80}
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,{field: 'december_dif', title: '差额', width: 80}
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,{field: 'december_rate', title: '完成率', width:80}
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,{field: 'december_score', title: '得分', width: 80}
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]]
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,parseData: function(res){ //将原始数据解析成 table 组件所规定的数据,res为从url中get到的数据
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var result;
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if(this.page.curr){
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result = res.data.slice(this.limit*(this.page.curr-1),this.limit*this.page.curr);
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}
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else{
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result=res.data.slice(0,this.limit);
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}
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var length =0;
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for (var ever in res.data){
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length++
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}
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return {
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"code": 0, //解析接口状态
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"msg": res.msg, //解析提示文本
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"count": length, //解析数据长度
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+
"data": result //解析数据列表
|
215
|
+
};
|
216
|
+
}
|
217
|
+
,done: function (res) {
|
218
|
+
export_drowpdwonRender()
|
219
|
+
}
|
220
|
+
});
|
221
|
+
|
222
|
+
// 这个注意一下 直接html请求的后端中直接拿取gon.export_menus数据
|
223
|
+
// 使用dropdown模块
|
224
|
+
var export_dropmenu = gon.export_menus;
|
225
|
+
export_drowpdwonRender = function() {
|
226
|
+
dropdown.render({
|
227
|
+
elem: '.export_more-btn',
|
228
|
+
data: export_dropmenu,
|
229
|
+
click: function(data, othis){
|
230
|
+
var elem = $(this.elem);
|
231
|
+
id = elem.data('id');
|
232
|
+
switch (data.event) {
|
233
|
+
case 'export_csv':
|
234
|
+
export_csv();
|
235
|
+
break;
|
236
|
+
case 'export_excel':
|
237
|
+
export_excel();
|
238
|
+
break;
|
239
|
+
|
240
|
+
}
|
241
|
+
}
|
242
|
+
});
|
243
|
+
}
|
244
|
+
|
245
|
+
function export_csv() {
|
246
|
+
var data = form.val("assessment_progress_form");
|
247
|
+
request.authPost("/missions/assessments/get_export_data", {
|
248
|
+
// 这个请求注意一下 除了会发送自定义的数据 还会发送一些数据(在自定义数据外面增加一个hash)--注意有意思
|
249
|
+
assessment_year: data.assessment_year,
|
250
|
+
assessment_id: data.assessment_id,
|
251
|
+
staff_id: data.staff_id,
|
252
|
+
// select: data.select, //有点东西
|
253
|
+
}, function (res) {
|
254
|
+
data = res.data
|
255
|
+
table.exportFile(progress_table.config.id,data, 'csv');
|
256
|
+
layer.closeAll('loading');
|
257
|
+
})
|
258
|
+
|
259
|
+
}
|
260
|
+
function export_excel() {
|
261
|
+
var data = form.val("assessment_progress_form");
|
262
|
+
request.authPost("/missions/businesses/get_export_data", {
|
263
|
+
assessment_year: data.assessment_year,
|
264
|
+
assessment_id: data.assessment_id,
|
265
|
+
staff_id: data.staff_id,
|
266
|
+
}, function (res) {
|
267
|
+
data = res.data
|
268
|
+
table.exportFile(progress_table.config.id,data, 'xls');
|
269
|
+
layer.closeAll('loading');
|
270
|
+
})
|
271
|
+
|
272
|
+
}
|
273
|
+
|
274
|
+
|
275
|
+
|
276
|
+
var sort = {},
|
277
|
+
search = {};
|
278
|
+
table.on('sort(progressTable)', function (obj) {
|
279
|
+
sort.field = obj.field;
|
280
|
+
sort.order = obj.type;
|
281
|
+
table.reload('progressTable', {
|
282
|
+
initSort: obj,
|
283
|
+
where: {
|
284
|
+
sort: sort,
|
285
|
+
q: search
|
286
|
+
}
|
287
|
+
});
|
288
|
+
})
|
289
|
+
|
290
|
+
// 监听搜索操作
|
291
|
+
form.on('submit(progress_search_btn)', function (data) {
|
292
|
+
search = data.field
|
293
|
+
table.reload('progressTable', {
|
294
|
+
page: {
|
295
|
+
curr: 1
|
296
|
+
},
|
297
|
+
where: {
|
298
|
+
q: search,
|
299
|
+
sort: sort
|
300
|
+
}
|
301
|
+
}, 'data');
|
302
|
+
|
303
|
+
return false;
|
304
|
+
});
|
305
|
+
|
306
|
+
form.on('submit(progress_resert_btn)', function (data) {
|
307
|
+
var field = data.field;
|
308
|
+
console.log("--------------------")
|
309
|
+
console.log(gon.export_menus)
|
310
|
+
form.val('assessment_progress_form', {
|
311
|
+
staff_id: '',
|
312
|
+
assessment_year: '2022',
|
313
|
+
assessment_id: '签单金额',
|
314
|
+
})
|
315
|
+
return false;
|
316
|
+
});
|
317
|
+
|
318
|
+
|
319
|
+
|
320
|
+
|
321
|
+
|
322
|
+
|
323
|
+
|
324
|
+
|
325
|
+
|
326
|
+
|
327
|
+
|
328
|
+
|
329
|
+
|
330
|
+
|
331
|
+
|
332
|
+
|
333
|
+
|
334
|
+
|
335
|
+
|
336
|
+
|
337
|
+
|
338
|
+
/**
|
339
|
+
* toolbar事件监听
|
340
|
+
*/
|
341
|
+
// table.on('toolbar(progressTable)', function (obj) {
|
342
|
+
// if (obj.event === 'add') { // 监听添加操作
|
343
|
+
// var content = miniPage.getHrefContent('/missions/plans/new_monthly');
|
344
|
+
// var openWH = miniPage.getOpenWidthHeight();
|
345
|
+
// sindex = layer.open({
|
346
|
+
// title: '添加月报',
|
347
|
+
// type: 1,
|
348
|
+
// shade: 0.2,
|
349
|
+
// maxmin: true,
|
350
|
+
// shadeClose: true,
|
351
|
+
// area: [openWH[0] + 'px', openWH[1] + 'px'],
|
352
|
+
// offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
353
|
+
// content: content,
|
354
|
+
// success: function (layero, index) {
|
355
|
+
// // 重新渲染弹层中的下拉选择框select
|
356
|
+
// form.render('select');
|
357
|
+
// }
|
358
|
+
// });
|
359
|
+
// $(window).on("resize", function () {
|
360
|
+
// layer.full(sindex);
|
361
|
+
// });
|
362
|
+
// }
|
363
|
+
// });
|
364
|
+
|
365
|
+
// table.on('tool(progressTable)', function (obj) {
|
366
|
+
// var data = obj.data;
|
367
|
+
// if (obj.event === 'edit') {
|
368
|
+
// var content = miniPage.getHrefContent('/missions/sale_reports/' + data.id + "/edit");
|
369
|
+
// var openWH = miniPage.getOpenWidthHeight();
|
370
|
+
// from_edit_monthly = true
|
371
|
+
// sindex = layer.open({
|
372
|
+
// title: '编辑月报',
|
373
|
+
// type: 1,
|
374
|
+
// shade: 0.2,
|
375
|
+
// maxmin: true,
|
376
|
+
// shadeClose: true,
|
377
|
+
// area: [openWH[0] + 'px', openWH[1] + 'px'],
|
378
|
+
// offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
379
|
+
// content: content,
|
380
|
+
// });
|
381
|
+
// $(window).on("resize", function () {
|
382
|
+
// layer.full(sindex);
|
383
|
+
// });
|
384
|
+
// return false;
|
385
|
+
// } else if (obj.event === 'delete') {
|
386
|
+
// layer.confirm('确定删除ID为' + data.id + " 的月报", function (index) {
|
387
|
+
// request.delete('missions/sale_reports/' + data.id, {}, function (res) {
|
388
|
+
// layer.close(index);
|
389
|
+
// table.reload("progressTable")
|
390
|
+
// })
|
391
|
+
// });
|
392
|
+
// } else if (obj.event === 'show') {
|
393
|
+
// content = miniPage.getHrefContent('/missions/sale_reports/' + data.id);
|
394
|
+
// openWH = miniPage.getOpenWidthHeight();
|
395
|
+
// index = layer.open({
|
396
|
+
// title: '查看月报',
|
397
|
+
// type: 1,
|
398
|
+
// shade: 0.2,
|
399
|
+
// maxmin: true,
|
400
|
+
// shadeClose: true,
|
401
|
+
// area: [openWH[0] + 'px', openWH[1] + 'px'],
|
402
|
+
// offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
403
|
+
// content: content,
|
404
|
+
// });
|
405
|
+
// $(window).on("resize", function () {
|
406
|
+
// layer.full(index);
|
407
|
+
// });
|
408
|
+
// return false;
|
409
|
+
// } else if (obj.event === 'audit') {
|
410
|
+
// content = miniPage.getHrefContent('/missions/sale_reports/' + data.id + "/audit");
|
411
|
+
// openWH = miniPage.getOpenWidthHeight();
|
412
|
+
// from_source = 'monthly';
|
413
|
+
// report_id = data.id;
|
414
|
+
// sindex = layer.open({
|
415
|
+
// title: '审查'+ data.staff +'的月报',
|
416
|
+
// type: 1,
|
417
|
+
// shade: 0.2,
|
418
|
+
// maxmin: true,
|
419
|
+
// shadeClose: true,
|
420
|
+
// area: [openWH[0] + 'px', openWH[1] + 'px'],
|
421
|
+
// offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
422
|
+
// content: content,
|
423
|
+
// });
|
424
|
+
// $(window).on("resize", function () {
|
425
|
+
// layer.full(sindex);
|
426
|
+
// });
|
427
|
+
// return false;
|
428
|
+
// }
|
429
|
+
// });
|
430
|
+
|
431
|
+
});
|
432
|
+
</script>
|
433
|
+
|