educode_sales 0.7.8 → 0.8.2

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Files changed (31) hide show
  1. checksums.yaml +4 -4
  2. data/app/controllers/educode_sales/application_controller.rb +14 -0
  3. data/app/controllers/educode_sales/assessments_controller.rb +126 -259
  4. data/app/controllers/educode_sales/businesses_controller.rb +66 -2
  5. data/app/controllers/educode_sales/customers_controller.rb +0 -3
  6. data/app/helpers/educode_sales/application_helper.rb +2 -2
  7. data/app/models/educode_sales/business.rb +8 -0
  8. data/app/models/educode_sales/business_relation_ship.rb +6 -0
  9. data/app/models/educode_sales/customer_follow.rb +1 -0
  10. data/app/models/educode_sales/filter.rb +15 -0
  11. data/app/models/educode_sales/follow_up.rb +2 -0
  12. data/app/models/educode_sales/role_area.rb +1 -1
  13. data/app/views/educode_sales/assessments/_setup.html.erb +92 -22
  14. data/app/views/educode_sales/assessments/edit.html.erb +3 -2
  15. data/app/views/educode_sales/assessments/index.html.erb +1 -2
  16. data/app/views/educode_sales/assessments/index.json.jbuilder +1 -1
  17. data/app/views/educode_sales/assessments/new.html.erb +2 -1
  18. data/app/views/educode_sales/assessments/progress.json.jbuilder +2 -198
  19. data/app/views/educode_sales/businesses/following_businesses.jbuilder +44 -0
  20. data/app/views/educode_sales/businesses/index.html.erb +189 -33
  21. data/app/views/educode_sales/businesses/index.json.jbuilder +1 -0
  22. data/app/views/educode_sales/businesses/show_follow.html.erb +1 -3
  23. data/app/views/educode_sales/money_plans/index.json.jbuilder +1 -1
  24. data/app/views/layouts/educode_sales/application.html.erb +1 -1
  25. data/config/routes.rb +4 -0
  26. data/db/migrate/20220420071909_create_educode_sales_business_relation_ships.rb +10 -0
  27. data/db/migrate/20220507020149_create_filter.rb +10 -0
  28. data/db/migrate/20220507091959_change_educode_sales_filter_column_length.rb +5 -0
  29. data/db/migrate/20220509073936_update_educode_sales_filters_filter_data.rb +9 -0
  30. data/lib/educode_sales/version.rb +1 -1
  31. metadata +9 -2
@@ -160,206 +160,10 @@ json.data do
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  end
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- json.code 0
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- json.count 0
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+ json.code 1
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+ json.count @assessments.count
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- # json.data do
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- #
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- #
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- # # 目标任务
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- # json.name assessment.staff.user.real_name
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- # json.id assessment.id
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- # json.annual assessment.annual.to_i
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- # json.first_quarter assessment.first_quarter.to_i
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- # json.january assessment.january.to_i
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- # json.february assessment.february.to_i
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- # json.march assessment.march.to_i
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- # json.second_quarter assessment.second_quarter.to_i
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- # json.april assessment.april.to_i
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- # json.may assessment.may.to_i
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- # json.june assessment.june.to_i
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- # json.third_quarter assessment.third_quarter.to_i
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- # json.july assessment.july.to_i
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- # json.august assessment.august.to_i
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- # json.september assessment.september.to_i
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- # json.fourth_quarter assessment.fourth_quarter.to_i
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- # json.october assessment.october.to_i
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- # json.november assessment.november.to_i
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- # json.december assessment.december.to_i
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- # # 实际任务
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- # json.annual_progress assessment.annual_progress.to_i
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- # json.first_quarter_progress assessment.first_quarter_progress.to_i
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- # json.january_progress assessment.january_progress.to_i
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- # json.february_progress assessment.february_progress.to_i
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- # json.march_progress assessment.march_progress.to_i
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- # json.second_quarter_progress assessmentsecond_quarter_progress.to_i
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- # json.april_progress assessment.april_progress.to_i
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- # json.may_progress assessment.may_progress.to_i
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- # json.june_progress assessment.june_progress.to_i
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- # json.third_quarter_progress assessment.third_quarter_progress.to_i
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- # json.july_progress assessment.july_progress.to_i
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- # json.august_progress assessment.august_progress.to_i
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- # json.september_progress assessment.september_progress.to_i
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- # json.fourth_quarter_progress assessment.fourth_quarter_progress.to_i
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- # json.october_progress assessment.october_progress.to_i
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- # json.november_progress assessment.november_progress.to_i
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- # json.december_progress assessment.december_progress.to_i
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- # # 差值 dif
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- # json.annual_dif assessment.annual.to_i - assessment.annual_progress.to_i
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- # json.first_quarter_dif assessment.first_quarter.to_i - assessment.first_quarter_progress.to_i
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- # json.january_dif assessment.january.to_i - assessment.january_progress.to_i
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- # json.february_dif assessment.february.to_i - assessment.february_progress.to_i
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- # json.march_dif assessment.march.to_i - assessment.may_progress.to_i
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- # json.second_quarter_dif assessment.second_quarter.to_i - assessmentsecond_quarter_progress.to_i
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- # json.april_dif assessment.april.to_i - assessment.april_progress.to_i
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- # json.may_dif assessment.may.to_i - assessment.may_progress.to_i
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- # json.june_dif assessment.june.to_i - assessment.june_progress.to_i
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- # json.third_quarter_dif assessment.third_quarter.to_i - assessment.third_quarter_progress.to_i
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- # json.july_dif assessment.july.to_i - assessment.july_progress.to_i
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- # json.august_dif assessment.august.to_i - assessment.august_progress.to_i
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- # json.september_dif assessment.september.to_i - assessment.september_progress.to_i
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- # json.fourth_quarter_dif assessment.fourth_quarter.to_i - assessment.fourth_quarter_progress.to_i
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- # json.october_dif assessment.october.to_i - assessment.october_progress.to_i
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- # json.november_dif assessment.november.to_i - assessment.november_progress.to_i
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- # json.december_dif assessment.december.to_i - assessment.december_progress.to_i
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- # # 完成率completion_rate
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- # json.annual_rate completion_rate(assessment.annual, assessment.annual_progress)
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- # json.first_quarter_rate completion_rate(assessment.first_quarter, assessment.first_quarter_progress)
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- # json.january_rate completion_rate(assessment.january,assessment.january_progress)
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- # json.february_rate completion_rate(assessment.february,assessment.february_progress)
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- # json.march_rate completion_rate(assessment.march, assessment.march_progress)
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- # json.second_quarter_rate completion_rate(assessment.second_quarter, assessment.second_quarter_progress)
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- # json.april_rate completion_rate(assessment.april, assessment.april_progress)
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- # json.may_rate completion_rate(assessment.may, assessment.may_progress)
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- # json.june_rate completion_rate(assessment.june, assessment.june_progress)
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- # json.third_quarter_rate completion_rate(assessment.third_quarter, assessment.third_quarter_progress)
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- # json.july_rate completion_rate(assessment.july,assessment.july_progress)
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- # json.august_rate completion_rate(assessment.august,assessment.august_progress)
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- # json.september_rate completion_rate(assessment.september,assessment.september_progress)
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- # json.fourth_quarter_rate completion_rate(assessment.fourth_quarter,assessment.fourth_quarter_progress)
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- # json.october_rate completion_rate(assessment.october,assessment.october_progress)
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- # json.november_rate completion_rate(assessment.november,assessment.november_progress)
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- # json.december_rate completion_rate(assessment.december,assessment.december_progress)
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- #
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- #
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- # # 得分_score
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- # if assessment.assessment == 1
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- # json.assessment '签单金额'
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- # json.annual_score signed_amount_score(assessment.annual, assessment.annual_progress)
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- # json.first_quarter_score signed_amount_score(assessment.first_quarter, assessment.first_quarter_progress)
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- # json.january_score signed_amount_score(assessment.january,assessment.january_progress)
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- # json.february_score signed_amount_score(assessment.february,assessment.february_progress)
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- # json.march_score signed_amount_score(assessment.march, assessment.march_progress)
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- # json.second_quarter_score signed_amount_score(assessment.second_quarter, assessment.second_quarter_progress)
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- # json.april_score signed_amount_score(assessment.april, assessment.april_progress)
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- # json.may_score signed_amount_score(assessment.may, assessment.may_progress)
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- # json.june_score signed_amount_score(assessment.june, assessment.june_progress)
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- # json.third_quarter_score signed_amount_score(assessment.third_quarter, assessment.third_quarter_progress)
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- # json.july_score signed_amount_score(assessment.july,assessment.july_progress)
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- # json.august_score signed_amount_score(assessment.august,assessment.august_progress)
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- # json.september_score signed_amount_score(assessment.september,assessment.september_progress)
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- # json.fourth_quarter_score signed_amount_score(assessment.fourth_quarter,assessment.fourth_quarter_progress)
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- # json.october_score signed_amount_score(assessment.october,assessment.october_progress)
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- # json.november_score signed_amount_score(assessment.november,assessment.november_progress)
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- # json.december_score signed_amount_score(assessment.december,assessment.december_progress)
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- # elsif assessment.assessment == 2
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- # json.assessment '回款金额'
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- # json.annual_score collection_amount_score(assessment.annual, assessment.annual_progress)
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- # json.first_quarter_score collection_amount_score(assessment.first_quarter, assessment.first_quarter_progress)
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- # json.january_score collection_amount_score(assessment.january,assessment.january_progress)
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- # json.february_score collection_amount_score(assessment.february,assessment.february_progress)
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- # json.march_score collection_amount_score(assessment.march, assessment.march_progress)
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- # json.second_quarter_score collection_amount_score(assessment.second_quarter, assessment.second_quarter_progress)
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- # json.april_score collection_amount_score(assessment.april, assessment.april_progress)
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- # json.may_score collection_amount_score(assessment.may, assessment.may_progress)
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- # json.june_score collection_amount_score(assessment.june, assessment.june_progress)
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- # json.third_quarter_score collection_amount_score(assessment.third_quarter, assessment.third_quarter_progress)
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- # json.july_score collection_amount_score(assessment.july,assessment.july_progress)
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- # json.august_score collection_amount_score(assessment.august,assessment.august_progress)
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- # json.september_score collection_amount_score(assessment.september,assessment.september_progress)
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- # json.fourth_quarter_score collection_amount_score(assessment.fourth_quarter,assessment.fourth_quarter_progress)
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- # json.october_score collection_amount_score(assessment.october,assessment.october_progress)
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- # json.november_score collection_amount_score(assessment.november,assessment.november_progress)
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- # json.december_score collection_amount_score(assessment.december,assessment.december_progress)
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- # elsif assessment.assessment == 3
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- # json.assessment '拜访量'
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- # json.annual_score visits_score(assessment.annual_progress)
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- # json.first_quarter_score visits_score(assessment.first_quarter_progress)
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- # json.january_score visits_score(assessment.january_progress)
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- # json.february_score visits_score(assessment.february_progress)
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- # json.march_score visits_score(assessment.march_progress)
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- # json.second_quarter_score visits_score(assessment.second_quarter_progress)
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- # json.april_score visits_score(assessment.april_progress)
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- # json.may_score visits_score(assessment.may_progress)
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- # json.june_score visits_score(assessment.june_progress)
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- # json.third_quarter_score visits_score(assessment.third_quarter_progress)
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- # json.july_score visits_score(assessment.july_progress)
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- # json.august_score visits_score(assessment.august_progress)
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- # json.september_score visits_score(assessment.september_progress)
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- # json.fourth_quarter_score visits_score(assessment.fourth_quarter_progress)
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- # json.october_score visits_score(assessment.october_progress)
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- # json.november_score visits_score(assessment.november_progress)
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- # json.december_score visits_score(assessment.december_progress)
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- # else
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- # json.assessment '新增商机数'
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- # json.annual_score add_businesses_score(assessment.staff_id,'01-01','12-31')
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- # json.first_quarter_score add_businesses_score(assessment.staff_id,'01-01','03-31')
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- # json.january_score add_businesses_score(assessment.staff_id,'01-01','01-31')
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- # # assessment_year如果时闰年或则平年时的判断----02-28 02-29
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- # json.february_score add_businesses_score(assessment.staff_id,'02-01','02-28')
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- # json.march_score add_businesses_score(assessment.staff_id,'03-01','03-31')
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- # json.second_quarter_score add_businesses_score(assessment.staff_id,'04-01','06-30')
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- # json.april_score add_businesses_score(assessment.staff_id,'04-01','04-30')
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- # json.may_score add_businesses_score(assessment.staff_id,'05-01','05-31')
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- # json.june_score add_businesses_score(assessment.staff_id,'06-01','06-30')
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- # json.third_quarter_score add_businesses_score(assessment.staff_id,'07-01','09-30')
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- # json.july_score add_businesses_score(assessment.staff_id,'07-01','07-31')
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- # json.august_score add_businesses_score(assessment.staff_id,'08-01','08-31')
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- # json.september_score add_businesses_score(assessment.staff_id,'09-01','09-30')
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- # json.fourth_quarter_score add_businesses_score(assessment.staff_id,'10-01','12-31')
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- # json.october_score add_businesses_score(assessment.staff_id,'10-01','10-31')
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- # json.november_score add_businesses_score(assessment.staff_id,'11-01','11-30')
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- # json.december_score add_businesses_score(assessment.staff_id,'12-01','12-31')
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- # end
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- #
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- # end
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- #
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- # json.code 0
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- # json.count 0
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- #
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- #
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+ follow_up_ids = EducodeSales::AssignFollowUp.where(staff_id: @current_admin.id).pluck(:follow_up_id)
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+ follow_count = 0
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+ json.data do
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+ json.array! @businesses do |d|
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+ json.id d.id
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+ json.name d.name
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+ json.department d.department.name
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+ json.school d.department.school.name
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+ json.school_id d.department.school.id
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+ follow_ups_count = d.follow_ups.where(deleted_at: nil).size
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+ json.follow_ups_count follow_ups_count
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+ follow_count += follow_ups_count
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+ json.follow_up_id d.last_follow_up_id
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+ json.clazz d.last_follow_up&.clazz&.name || ""
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+ json.stage d.last_follow_up&.stage&.name
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+ json.invitation_at d.last_follow_up&.invitation_at.to_s
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+ json.reception_at d.last_follow_up&.reception_at.to_s
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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.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.year d.last_follow_up&.year.to_s
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+ json.total_amount d.last_follow_up&.total_amount
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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_f.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: '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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+ json.assign_follow_ups d.last_follow_up.present? ? d.last_follow_up.assign_follow_ups.pluck(:staff_id) : []
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+ json.current_staff_id @current_admin.id
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+ json.staff_id d.staff_id
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+ json.latest_time d.last_follow_up.present? ? d.last_follow_up.created_at.to_s : ''
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+ json.self_flag (d.staff_id == @current_admin.id) || (d.last_follow_up_id.in? follow_up_ids)
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+ json.followed d.users.where(user_id:@current_admin.user.id).first ? 1 : 0
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+ end
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+ end
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+
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+ json.totalRow do
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+ json.follow_ups_count follow_count.to_i.to_s
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+ end
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+ json.code 0
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+ json.count @businesses.size
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+ json.msg 'succcess'