educode_sales 0.9.67 → 0.9.69

checksums.yaml

@@ -1,7 +1,7 @@
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data/app/assets/javascripts/educode_sales/extent/treeTable.js

@@ -0,0 +1,235 @@
+layui.define(['jquery'], function(exports) {
+	var MOD_NAME = 'treeTable',
+		o = layui.jquery,
+		tree = function() {};
+	tree.prototype.config = function() {
+		return {
+			top_value: 0,
+			primary_key: 'id',
+			parent_key: 'pid',
+			hide_class: 'layui-hide',
+			icon: {
+				open: 'layui-icon layui-icon-triangle-d',
+				close: 'layui-icon layui-icon-triangle-r',
+				left: 16,
+			},
+			cols: [],
+			checked: {},
+			is_click_icon: false,
+			is_checkbox: false,
+			is_cache: true,
+		};
+	}
+	tree.prototype.template = function(e) {
+		var t = this,
+			level = [],
+			tbody = '',
+			is_table = o('table' + e.elem).length || !(e.is_click_icon = true),
+			checkbox = e.is_checkbox ? '<div class="layui-unselect layui-form-checkbox cbx" lay-skin="primary"><i class="layui-icon layui-icon-ok"></i></div>' : '',
+			checked = checkbox ? checkbox.replace('cbx', 'cbx layui-form-checked') : '',
+			thead = checkbox && '<th style="width:28px;">' + (o.inArray(e.top_value, e.checked.data) > -1 ? checked : checkbox) + '</th>';
+		o.each(t.data(e, e.data), function(idx, item) {
+			var tr = '',
+				is_checked = false,
+				hide_class = (item[e.parent_key] == e.top_value) || (item[e.parent_key] == t.cache(e, item[e.parent_key])) ? '' : e.hide_class;
+			// 设置每行数据层级
+			item.level = level[item[e.primary_key]] = item[e.parent_key] != e.top_value ? (level[item[e.parent_key]] + 1) : 0;
+			// 设置是否为最后一级
+			item.is_end = !e.childs[item[e.primary_key]];
+			o.each(e.cols, function(index, obj) {
+				var style = '';
+				obj.width && (style += 'width:' + obj.width + ';'), obj.align && (style += 'text-align:' + obj.align + ';'), style && (style = 'style="' + style + '"');
+				// 标记设置行checkbox选中
+				if(e.is_checkbox && e.checked && o.inArray(item[e.checked.key], e.checked.data) > -1) {
+					is_checked = true;
+				}
+				// 第一次遍历头部的时候拼接表格头部
+				idx || (thead += '<th ' + style + '>' + obj.title + '</th>');
+				// 指定列加入开启、关闭小图标
+				var icon = (obj.key == e.icon_key && !item.is_end) ? '<i class="' + (t.cache(e, item[e.primary_key]) ? e.icon.open : e.icon.close) + '"></i>' : '<span></span>';
+				// 指定列小图标按照层级向后位移
+				var left = (obj.key == e.icon_key ? level[item[e.primary_key]] * e.icon.left + 'px' : '');
+				icon = icon.replace('>', ' style="margin-left:' + left + ';">');
+				// 拼接行
+				tr += '<td ' + style + (left ? 'data-down' : '') + '>' + icon + (is_table ? '' : (is_checked ? checked : checkbox)) + (obj.template ? obj.template(item) : item[obj.key]) + '</td>';
+			});
+			var box = is_table ? o(is_checked ? checked : checkbox).wrap('<td style="width:28px;">').parent().prop('outerHTML') : '';
+			tbody += '<tr class="' + hide_class + '" data-id="' + item[e.primary_key] + '" data-pid="' + item[e.parent_key] + '">' + box + tr + '</tr>';
+		});
+		// 处理表树和树的赋值模板
+		var table = is_table ? '<thead><tr data-id="' + e.top_value + '">' + thead + '</tr></thead><tbody>' + tbody + '</tbody>' : tbody.replace(/<tr/g, '<ul').replace(/tr>/g, 'ul>').replace(/<td/g, '<li').replace(/td>/g, 'li>');
+		// 确认点击图标或点击列触发展开关闭
+		var click_btn = e.is_click_icon ? '[data-down] i:not(.layui-icon-ok)' : '[data-down]';
+		// 模板渲染并处理点击展开收起等功能
+		o(e.elem).html(table).off('click', click_btn).on('click', click_btn, function() {
+			var tr = o(this).parents('[data-id]'),
+				td = tr.find('[data-down]'),
+				id = tr.data('id'),
+				pid = tr.data('pid'),
+				is_open = (td.find('i:not(.layui-icon-ok)').attr('class') == e.icon.close);
+			if(is_open) {
+				// 展开子级（子级出现、更改图标）
+				td.find('i:not(.layui-icon-ok)').attr('class', e.icon.open);
+				td.parents(e.elem).find('[data-pid=' + id + ']').removeClass(e.hide_class);
+				t.cache(e, id, true);
+			} else {
+				// 关闭子级（更改图标、隐藏所有子孙级）
+				td.find('i:not(.layui-icon-ok)').attr('class', e.icon.close);
+				t.childs_hide(e, id);
+			}
+			// 设置监听展开关闭
+			layui.event.call(this, MOD_NAME, 'tree(flex)', {
+				elem: this,
+				item: e.childs[pid][id],
+				table: e.elem,
+				is_open: is_open,
+			})
+		}).off('click', '.cbx').on('click', '.cbx', function() {
+			var is_checked = o(this).toggleClass('layui-form-checked').hasClass('layui-form-checked'),
+				tr = o(this).parents('[data-id]'),
+				id = tr.data('id'),
+				pid = tr.data('pid');
+			t.childs_checkbox(e, id, is_checked);
+			t.parents_checkbox(e, pid);
+			// 设置监听checkbox选择
+			layui.event.call(this, MOD_NAME, 'tree(box)', {
+				elem: this,
+				item: pid === undefined ? {} : e.childs[pid][id],
+				table: e.elem,
+				is_checked: is_checked,
+			})
+		}).off('click', '[lay-filter]').on('click', '[lay-filter]', function() {
+			var tr = o(this).parents('[data-id]'),
+				id = tr.data('id'),
+				pid = tr.data('pid'),
+				filter = o(this).attr("lay-filter");
+			return layui.event.call(this, MOD_NAME, 'tree(' + filter + ')', {
+				elem: this,
+				item: e.childs[pid][id],
+			})
+		});
+		e.end && e.end(e);
+	};
+	// 同级全部选中父级选中/同级全部取消取消父级
+	tree.prototype.parents_checkbox = function(e, pid) {
+		var po = o(e.elem).find('[data-pid=' + pid + ']'),
+			co = o(e.elem).find('[data-id=' + pid + ']'),
+			len = o(e.elem).find('[data-pid=' + pid + '] .cbx.layui-form-checked').length;
+		if(po.length == len || len == 0) {
+			var pid = co.data('pid');
+			len ? co.find('.cbx').addClass('layui-form-checked') : co.find('.cbx').removeClass('layui-form-checked');
+			pid === undefined || this.parents_checkbox(e, pid);
+		}
+	};
+	// 子级反选
+	tree.prototype.childs_checkbox = function(e, id, is_checked) {
+		var t = this;
+		o(e.elem).find('[data-pid=' + id + ']').each(function() {
+			var checkbox = o(this).find('.cbx');
+			is_checked ? checkbox.addClass('layui-form-checked') : checkbox.removeClass('layui-form-checked');
+			t.childs_checkbox(e, o(this).data('id'), is_checked);
+		})
+	};
+	// 点击收起循环隐藏子级元素
+	tree.prototype.childs_hide = function(e, id) {
+		var t = this;
+		t.cache(e, id, false);
+		o(e.elem).find('[data-pid=' + id + ']:not(.' + e.hide_class + ')').each(function() {
+			var td = o(this).find('[data-down]'),
+				i = td.find('i:not(.layui-icon-ok)');
+			// 关闭更换小图标
+			i.length && i.attr('class', e.icon.close);
+			// 隐藏子级
+			td.parents(e.elem).find('[data-pid=' + id + ']').addClass(e.hide_class);
+			t.childs_hide(e, o(this).data('id'))
+		});
+	};
+	// 重新组合数据，父子级关系跟随
+	tree.prototype.data = function(e) {
+		var lists = [],
+			childs = [];
+		o.each(e.data, function(idx, item) {
+			lists[item[e.primary_key]] = item;
+			if(!childs[item[e.parent_key]]) {
+				childs[item[e.parent_key]] = [];
+			}
+			childs[item[e.parent_key]][item[e.primary_key]] = item;
+		});
+		e.childs = childs;
+		return this.tree_data(e, lists, e.top_value, []);
+	};
+	tree.prototype.tree_data = function(e, lists, pid, data) {
+		var t = this;
+		if(lists[pid]) {
+			data.push(lists[pid]);
+			delete lists[pid]
+		}
+		o.each(e.data, function(index, item) {
+			if(item[e.parent_key] == pid) {
+				data.concat(t.tree_data(e, lists, item[e.primary_key], data))
+			}
+		});
+		return data;
+	};
+	tree.prototype.render = function(e) {
+		var t = this;
+		e = o.extend(t.config(), e);
+		if(e.url) {
+			o.get(e.url, function(res) {
+				e.data = res;
+				t.template(e);
+			})
+		} else {
+			t.template(e);
+		}
+		return e;
+	};
+	// 获取已选值集合
+	tree.prototype.checked = function(e) {
+		var ids = [];
+		o(e.elem).find('.cbx.layui-form-checked').each(function() {
+			var id = o(this).parents('[data-id]').data('id');
+			ids.push(id);
+		})
+		return ids;
+	};
+	// 全部展开
+	tree.prototype.openAll = function(e) {
+		var t = this;
+		o.each(e.data, function(idx, item) {
+			item[e.primary_key] && t.cache(e, item[e.primary_key], true);
+		})
+		t.render(e);
+	}
+	// 全部关闭
+	tree.prototype.closeAll = function(e) {
+		localStorage.setItem(e.elem.substr(1), '');
+		this.render(e);
+	}
+	tree.prototype.on = function(events, callback) {
+		return layui.onevent.call(this, MOD_NAME, events, callback)
+	};
+	// 存储折叠状态
+	tree.prototype.cache = function(e, val, option) {
+		if(!e.is_cache) {
+			return false;
+		}
+		var t = this,
+			name = e.elem.substr(1),
+			val = val.toString(),
+			cache = localStorage.getItem(name) ? localStorage.getItem(name).split(',') : [],
+			index = o.inArray(val, cache);
+		if(option === undefined) {
+			return index == -1 ? false : val
+		}
+		if(option && index == -1) {
+			cache.push(val)
+		}
+		if(!option && index > -1) {
+			cache.splice(index, 1)
+		}
+		localStorage.setItem(name, cache.join(','));
+	};
+	var tree = new tree();
+	exports(MOD_NAME, tree)
+});

data/app/controllers/educode_sales/activities_controller.rb

@@ -5,13 +5,17 @@ module EducodeSales
     def index
       respond_to do |format|
         format.html do
-         @staffs = Staff.all.map { |d| [ d.user&.real_name, d.id ]}
+        common = Common.find_by(clazz: 'staff_type', name: '销售')
+        @staffs = Staff.joins(:user).where(job_type: common.id).where.not(role_id: 11).map { |d| [d.user.real_name, d.id]}
+
+        role = EducodeSales::Role.find_by(name: '生态经理')
+        @staff_manage = Staff.joins(:user).where(role_id: role.id).map { |d| [d.user.real_name, d.id]}
         end
         format.json do
           @activities = Activity
           if params[:q].present?
             if params[:q][:staff_id].present?
-              @activities = @activities.where(staff_id: params[:q][:staff_id])
+              @activities = @activities.where(sales_id: params[:q][:staff_id])
             end
             if params[:q][:clazz_id].present?
               @activities = @activities.where(clazz_id: params[:q][:clazz_id])
@@ -56,8 +60,7 @@ module EducodeSales
       manage_ids = @activity.manages.pluck(:staff_id)
       assist_ids = @activity.assists.pluck(:staff_id)
       gon.staff_manage = Staff.all.map { |d| {name: d.user&.real_name, value: d.id, selected: manage_ids.include?(d.id)}}
-      gon.assists = Staff.all.map { |d| {name: d.user&.real_name, value: d.id, selected: assist_ids.include?(d.id)}}
-      gon.experts = @activity.experts.map { |d| {name: d.name, value: d.user_id || d.name, selected: true}}
+      gon.assistss = @activity.assists.map { |d| {name: d.name, value: d.user_id || d.name, selected: true}}
 
       gon.invitation_list = @activity.invitations.map { |d| {name: d.name, value: d.user_id || d.name, selected: true}}
 
@@ -74,15 +77,13 @@ module EducodeSales
         params[:staff_manage_id].each do |d|
           EducodeSales::ActivityStaff.create(staff_id: d, clazz_id: 'manage', activity_id: activity.id)
         end
+    
         params[:staff_assist_id].each do |d|
-          EducodeSales::ActivityStaff.create(staff_id: d, clazz_id: 'assist', activity_id: activity.id)
-        end
-        params[:expert_ids].each do |d|
           if d[0].to_i > 0
             u = User.find(d[0].to_i)
-            EducodeSales::ActivityStaff.create(name: u.real_name, clazz_id: 'expert', user_id: d[0].to_i, activity_id: activity.id)
+            EducodeSales::ActivityStaff.create(name: u.real_name, clazz_id: 'assist', user_id: d[0].to_i, activity_id: activity.id)
           else
-            EducodeSales::ActivityStaff.create(name: d[1], clazz_id: 'expert', activity_id: activity.id)
+            EducodeSales::ActivityStaff.create(name: d[1], clazz_id: 'assist', activity_id: activity.id)
           end
         end
         params[:invitation_ids].each do |d|
@@ -93,11 +94,6 @@ module EducodeSales
             EducodeSales::ActivityStaff.create(name: d[1], clazz_id: 'invitation', activity_id: activity.id)
           end
         end
-        if params[:attachment_id].present?
-          attachment = @current_admin.user.attachments.find(params[:attachment_id])
-          attachment.container = activity
-          attachment.save
-        end
         render_success
       else
         render_failure activity
@@ -119,7 +115,6 @@ module EducodeSales
         sales_id: params[:sales_id] || @current_admin.id
        )
       manages = []
-      experts = []
       assists = []
       invitations = []
       params[:staff_manage_id].each do |d|
@@ -127,14 +122,11 @@ module EducodeSales
       end
    
       params[:staff_assist_id].each do |d|
-        assists << EducodeSales::ActivityStaff.find_or_initialize_by(staff_id: d, clazz_id: 'assist', activity_id: activity.id)
-      end
-      params[:expert_ids].each do |d|
         if d[0].to_i > 0
           u = User.find(d[0].to_i)
-          experts << EducodeSales::ActivityStaff.find_or_initialize_by(name: u.real_name, clazz_id: 'expert', user_id: d[0].to_i, activity_id: activity.id)
+          assists << EducodeSales::ActivityStaff.find_or_initialize_by(name: u.real_name, clazz_id: 'assist', user_id: d[0].to_i, activity_id: activity.id)
         else
-          experts << EducodeSales::ActivityStaff.find_or_initialize_by(name: d[1], clazz_id: 'expert', activity_id: activity.id)
+          assists << EducodeSales::ActivityStaff.find_or_initialize_by(name: d[1], clazz_id: 'assist', activity_id: activity.id)
         end
       end
       params[:invitation_ids].each do |d|
@@ -147,25 +139,8 @@ module EducodeSales
       end
       activity.manages = manages
       activity.assists = assists
-      activity.experts = experts
       activity.invitations = invitations
-
-      if params[:attachment_id].present?
-        if activity.attachment&.id && activity.attachment&.id != params[:attachment_id].to_i
-          file_path = File.join(Rails.root, "public", "files", 'educode_sales', activity.attachment.disk_filename)
-          File.delete(file_path) if File.exist?(file_path)
-          activity.attachment.destroy
-        end
-        attachment = @current_admin.user.attachments.find(params[:attachment_id])
-        attachment.container = activity
-        attachment.save
-      else
-        if activity.attachment
-          file_path = File.join(Rails.root, "public", "files", 'educode_sales', activity.attachment.disk_filename)
-          File.delete(file_path) if File.exist?(file_path)
-          activity.attachment.destroy
-        end
-      end
+      
       if activity.save
         render_success
       else
@@ -190,6 +165,10 @@ module EducodeSales
       render layout: false
     end
 
+    def upload_file
+      render layout: false
+    end
+
     def show_schools
       respond_to do |format|
         format.html do
@@ -231,6 +210,41 @@ module EducodeSales
       @data = @data.distinct.page(params[:page]).per(params[:limit])
     end
 
+    def update_advise
+      activity = Activity.find(params[:id])
+      if activity.last_follow_up
+        activity.last_follow_up.update(advise: params[:content])
+        render_success
+      else
+        render_failure '无跟进动态，暂不能添加建议'
+      end
+    end
+
+    def add_advise
+      followup = ActivityFollowUp.find(params[:id])
+      followup.update(advise: params[:content])
+      render_success
+    end
+
+
+    def files
+      respond_to do |format|
+        format.html do
+          render layout: false
+        end
+        format.json do
+          activity = Activity.find(params[:id])
+          @files = activity.attachments
+          if params[:sort].present? && params[:sort][:field]
+            @files = @files.order("#{params[:sort][:field]} #{params[:sort][:order]}")
+          else
+            @files = @files.order("created_on desc")
+          end
+          @files = @files.page(params[:page]).per(params[:limit])
+        end
+      end
+    end
+
     private
 
     def activity_params

data/app/controllers/educode_sales/businesses_controller.rb

@@ -395,7 +395,7 @@ module EducodeSales
 
       gon.levels = EducodeSales::BusinessLevel.level_ids.keys.map { |d| {name: d, value: d, selected: levels.include?(d)}}
       gon.watche_ids = Staff.all.map { |d| {name: d.user&.real_name, value: d.id, selected: staff_ids.include?(d.id)}}
-      gon.department = {value: @business.department_id, name: "#{@business.department.school.name}-#{@business.department.name}"}
+      gon.department = {value: @business.department_id, name: "#{@business.department&.school&.name}-#{@business.department&.name}"}
       gon.value = @business.department_id
       render layout: false
     end

data/app/controllers/educode_sales/customers_controller.rb

@@ -156,6 +156,97 @@ module EducodeSales
       end
     end
 
+    def list
+      authorize! :read, Customer
+      respond_to do |format|
+        format.html do
+          common = Common.find_by(clazz: 'staff_type', name: '销售')
+          @staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] }
+          gon.school_tags = SchoolTag.where(for_missions: true).map { |d| {value: d.id, name: d.name } }
+        end
+        format.json do
+          if @current_admin.is_admin?
+            @customers = School.all
+          else
+            level = @current_admin.role.role_areas.find_by(clazz: '客户管理').level
+            case level
+            when '自己'
+              school_ids = CustomerExtension.where(customer_staff_id: @current_admin.id).pluck(:school_id)
+              @customers = School.where(id: school_ids)
+            when '区域'
+              a_school_ids = School.where(province: @current_admin.areas.pluck(:name)).ids
+              b_school_ids = CustomerExtension.where(customer_staff_id: @current_admin.id).pluck(:school_id)
+              school_ids = a_school_ids + b_school_ids + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
+              @customers = School.where(id: school_ids)
+            else
+              @customers = School.all
+            end
+          end
+
+          @customers = @customers.select("
+            schools.*,
+            departments.id AS department_id,
+            departments.name AS department_name,
+            department_majors.name AS major,
+            department_majors.id AS major_id
+          ")
+          
+          @customers = @customers.joins("
+            LEFT JOIN departments ON schools.id = departments.school_id
+            LEFT JOIN department_majors ON department_majors.department_id = departments.id
+          ")
+          part_a_ids = CustomerFollow.all.pluck(:school_id)
+          part_b_ids = Business.where(id: EducodeSales::FollowUp.pluck(:business_id)).pluck(:school_id)
+          ids = part_a_ids + part_b_ids + CustomerAdd.all.pluck(:school_id)
+          @customers = @customers.where(id: ids)
+          if params[:q].present? && params[:q][:name].present?
+            @customers = @customers.where("schools.name like ?", "%#{params[:q][:name]}%")
+          end
+          if params[:q].present? && params[:q][:area].present?
+            @customers = @customers.where("schools.province = ?", "#{params[:q][:area]}")
+          end
+          if params[:q].present? && params[:q][:staff_id].present?
+            school_ids = EducodeSales::CustomerExtension.where(customer_staff_id: params[:q][:staff_id]).pluck(:school_id)
+            @customers = @customers.where(id: school_ids)
+          end
+          if params[:q].present? && params[:q][:property].present?
+            property = params[:q][:property].split(",").map(&:to_i)
+            @customers = @customers.joins(:school_tags).where("school_tags.id in (?)", property).distinct
+          end
+
+          if params[:q].present? && params[:q][:date].present?
+            ids = EducodeSales::CustomerFollow.all.pluck(:school_id)
+            @customers = @customers.where(id: ids)
+            school_ids = []
+            date = params[:q][:date].split(" - ")
+            @customers.each do |d|
+              business_ids = EducodeSales::Business.where(school_id: d.id).ids
+              follow_ups = EducodeSales::FollowUp.where(business_id: business_ids)
+              customer_follows = EducodeSales::CustomerFollow.where(school_id: d.id)
+              next if follow_ups.blank? && customer_follows.blank?
+              a_last_follow_time = follow_ups.last&.created_at&.to_s
+              b_last_follow_time = customer_follows.last&.created_at&.to_s
+              if a_last_follow_time.present? && b_last_follow_time.present?
+                last_follow_time = ((a_last_follow_time < b_last_follow_time) ? b_last_follow_time : a_last_follow_time)
+              else
+                last_follow_time = (a_last_follow_time || b_last_follow_time)
+              end
+              if last_follow_time.present? && last_follow_time > date[0] && last_follow_time < date[1]
+                school_ids << d.id
+              end
+            end
+            @customers = @customers.where(id: school_ids)
+          end
+
+          if params[:page].present?
+            @customers = @customers.order(id: :desc).page(params[:page]).per(params[:limit])
+          else
+            @customers = @customers.order(id: :desc)
+          end
+        end
+      end
+    end
+
     def update_major
       department = Department.find(params[:id])
       major = department.department_majors.find(params[:major_id])
@@ -256,6 +347,18 @@ module EducodeSales
       render layout: false
     end
 
+    def edit_major
+      @school = School.find(params[:id])
+      @school_property = @school.school_property
+      if params[:major].present?
+        @major = DepartmentMajor.find_by(id: params[:major])
+      end
+      if params[:department_id].present?
+        @department = Department.find_by(id: params[:department_id])
+      end
+      render layout: false
+    end
+
     def batch_update_school_tags
       xlsx = Roo::Spreadsheet.open(params[:file])
       ods = xlsx.sheet(0)
@@ -288,6 +391,10 @@ module EducodeSales
 
     def update
       @school = School.find(params[:id])
+      if params[:department_id].present?
+        department = @school.departments.find(params[:department_id]).update(name: params[:department])
+      end
+     
       ActiveRecord::Base.transaction do
         property = SchoolProperty.find_or_create_by!(project_985: params[:project_985].present? ? 1 : 0,
                                                      project_211: params[:project_211].present? ? 1 : 0,

data/app/controllers/educode_sales/follow_ups_controller.rb

@@ -257,6 +257,12 @@ module EducodeSales
       render_success
     end
 
+    def comment
+      followup = FollowUp.find(params[:id])
+      followup.update(comment: params[:comment])
+      render_success
+    end
+
     private
 
     def load_business

data/app/controllers/educode_sales/operation_plans_controller.rb

@@ -72,11 +72,15 @@ module EducodeSales
     def create
       plan = @current_admin.operation_plans.build(plan_params)
       plan.month = params["month"] + "-1"
-      plan.teacher_id = @current_admin.teachers.find(params[:teacher_id]).id
-      if plan.save
-        render_success
+      if (Integer(params[:teacher_id]) rescue nil)
+        plan.teacher_id = @current_admin.teachers.find(params[:teacher_id]).id
+        if plan.save
+          render_success
+        else
+          render_failure plan
+        end
       else
-        render_failure plan
+        render_failure '不存在该教师'
       end
     end