educode_sales 0.9.67 → 0.9.69

data/app/views/educode_sales/customers/list.html.erb

@@ -0,0 +1,602 @@
+<div style="margin: 10px 10px 10px 10px">
+  <form class="layui-form layui-form-pane" lay-filter="search_teachers">
+    <div class="layui-form-item">
+      <div class="layui-inline">
+        <label class="layui-form-label">客户名称</label>
+        <div class="layui-input-inline">
+          <input type="text" name="name" class="layui-input">
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">区域</label>
+        <div class="layui-input-inline">
+          <%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name)), { include_blank: true } %>
+        </div>
+      </div>
+      <div class="layui-inline">
+        <label class="layui-form-label">负责人</label>
+        <div class="layui-input-inline">
+          <%= select_tag "staff_id", options_for_select(@staffs, params[:staff_id]), { include_blank: true } %>
+        </div>
+      </div>
+      <!--      <div class="layui-inline">-->
+      <!--        <label class="layui-form-label">最后跟进</label>-->
+      <!--        <div class="layui-input-inline">-->
+      <!--          <input type="text" class="layui-input" id="date" name="date" placeholder=" - ">-->
+      <!--        </div>-->
+      <!--      </div>-->
+      <div class="layui-inline">
+        <label class="layui-form-label">性质</label>
+        <div class="layui-input-inline">
+          <div id="property" style="width: 190px;"></div>
+        </div>
+      </div>
+      <div class="layui-inline">
+        <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_business_search">重置
+        </button>
+        <button type="submit" class="layui-btn layui-btn-primary" id="search_bt" lay-submit lay-filter="search_teachers">搜
+          索
+        </button>
+      </div>
+    </div>
+  </form>
+</div>
+
+<script type="text/html" id="toolbarDemo">
+  <div class="layui-btn-container">
+    <span class="table-label">客户列表</span>
+    <% if can? :export, EducodeSales::Customer %>
+      <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="export">导出</button>
+    <% end %>
+    <% if can? :modify_school_tag, EducodeSales::Customer %>
+      <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" id="modify_customer">批量修改客户类型</button>
+    <% end %>
+    <% if can? :create, EducodeSales::Customer %>
+      <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="add">添加客户</button>
+    <% end %>
+    <% if can? :give, EducodeSales::Customer %>
+      <button class="layui-btn layui-btn-normal layui-btn-sm data-add-btn pull-right" lay-event="give">分配/移交</button>
+    <% end %>
+    </button>
+  </div>
+</script>
+<div class="">
+  <table class="layui-hide" id="customers_table" style="min-height: 300px;" lay-filter="customers_table"></table>
+</div>
+<script type="text/html" id="currentTableBar">
+  <% if can? :create_follow, EducodeSales::Customer %>
+    <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add_follow">添加跟进记录</a>
+  <% end %>
+  <% if can? :update, EducodeSales::Customer %>
+    <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">编辑</a>
+  <% end %>
+</script>
+<script type="text/html" id="business">
+  <a href="/missions/businesses?school={{d.name}}" class="layui-table-link">{{ d.business }}</a>
+</script>
+<script type="text/html" id="name">
+  <a href="<%= base_url %>/colleges/{{d.id}}/statistics" class="layui-table-link" target="_blank">{{ d.name }}</a>
+</script>
+<script type="text/html" id="department">
+  <a href="javascript:void(0);" lay-event="department" class="layui-table-link">{{ d.department }}</a>
+</script>
+<script type="text/html" id="follow">
+  <a href="javascript:void(0);" lay-event="follow" class="layui-table-link">{{ d.follow }}</a>
+</script>
+
+
+<script>
+    layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate', 'upload'], function () {
+        var $ = layui.jquery,
+            form = layui.form,
+            request = layui.request,
+            upload = layui.upload,
+            dropdown = layui.dropdown,
+            miniPage = layui.miniPage,
+            laydate = layui.laydate;
+
+        var laydate = layui.laydate;
+
+        // function hn(){
+        //     $("#search_bt").trigger("click");
+        // }
+        // $(document).ready(function(){
+        //     window.onload=hn;
+        // });
+
+        var property_list = xmSelect.render({
+            el: '#property',
+            data: gon.school_tags
+        })
+
+        laydate.render({
+            elem: '#date',
+            range: true
+        });
+        laydate.render({
+            elem: '#time',
+        });
+
+        table = layui.table;
+        var customer_table = table.render({
+            elem: '#customers_table',
+            url: '/missions/customers/list',
+            where: {q: form.val('search_teachers')},
+            toolbar: '#toolbarDemo',
+            // totalRow:true,
+            title: '客户列表',
+            defaultToolbar: ['filter'],
+            cols: [
+                [
+                    {type: 'checkbox'},
+                    {
+                        field: 'id',
+                        width: 60,
+                        title: '序号', type: 'numbers',
+
+                    },
+                    {
+                        field: 'name',
+                        title: '客户名称',
+                        width: 150,
+                        templet: "#name"
+                    },
+                    {
+                        field: 'department',
+                        width: 160,
+                        title: '部门',
+                        templet: "#department"
+                    },
+                    {
+                        field: 'major',
+                        width: 160,
+                        title: '专业',
+                    },
+                   // {
+                    //    field: 'teacher_counts',
+                   //     width: 100,
+                   //     title: '教师数',
+                 //   },
+                 //   {
+                  //      field: 'student_counts',
+                  //      width: 100,
+                  //      title: '学生数',
+                //    },
+                    
+                    {
+                        field: 'area',
+                        width: 100,
+                        title: '区域',
+                    },
+                    {
+                        field: 'property',
+                        width: 160,
+                        title: '性质',
+                    },
+                   
+                    {
+                        field: 'business',
+                        width: 60,
+                        title: '商机',
+                        templet: "#business"
+                    },
+                    {
+                        field: 'follow',
+                        width: 100,
+                        title: '跟进次数',
+                        templet: "#follow"
+                    },
+                    {
+                        field: 'last_follow_time',
+                        width: 170,
+                        title: '最后跟进时间',
+                    },
+                    {
+                        field: 'staff',
+                        width: 100,
+                        title: '负责人',
+                    },
+                    {
+                        title: '操作',
+                        width: 300,
+                        toolbar: '#currentTableBar',
+                        align: "center",
+                        fixed: 'right'
+                    }
+                ]
+            ],
+
+            limit: 20,
+            limits: [10, 15, 20, 30, 40, 50, 60, 70, 80, 90],
+            page: true,
+            done: function() {
+              if ($('#modify_customer').length > 0) {
+                uploadCustomer();
+              }
+            }
+        });
+
+        //监听表格复选框选择
+        table.on('checkbox(customers_table)', function (obj) {
+        });
+
+
+        function edit(id) {
+            var content = miniPage.getHrefContent('/missions/teachers/' + id + '/edit');
+            var openWH = miniPage.getOpenWidthHeight();
+            sindex = layer.open({
+                title: '编辑',
+                type: 1,
+                shade: 0.2,
+                maxmin: true,
+                shadeClose: true,
+                area: [openWH[0] + 'px', openWH[1] + 'px'],
+                offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                content: content
+            });
+            $(window).on("resize", function () {
+                layer.full(sindex);
+            });
+        }
+
+        function month(id) {
+            var content = miniPage.getHrefContent('/missions/operation_plans/new_month?teacher_id=' + id);
+            var openWH = miniPage.getOpenWidthHeight();
+            teacherindex2 = layer.open({
+                title: '添加月计划',
+                type: 1,
+                shade: 0.2,
+                maxmin: true,
+                shadeClose: true,
+                area: [openWH[0] + 'px', openWH[1] + 'px'],
+                offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                content: content
+            });
+            $(window).on("resize", function () {
+                layer.full(sindex);
+            });
+        }
+
+        function deleteBusiness(id, name) {
+            layer.confirm('确定删除' + name, function (index) {
+                request.delete('missions/teachers/' + id, {}, function (res) {
+                    layer.close(index);
+                    table.reload("customers_table")
+                })
+            });
+        }
+
+        var sort = {}, search = {};
+        table.on('sort(customers_table)', function (obj) {
+            sort.field = obj.field;
+            sort.order = obj.type;
+            table.reload('customers_table', {
+                initSort: obj,
+                where: {
+                    sort: sort,
+                    q: search
+                }
+            });
+        })
+
+        // 监听搜索操作
+        form.on('submit(search_teachers)', function (data) {
+            var property = [];
+            property_list.getValue().forEach(function (d) {
+                property.push(d.value);
+            })
+            data.field.property = property.toString();
+            search = data.field
+            table.reload('customers_table', {
+                page: {
+                    curr: 1
+                },
+                where: {q: search, sort: sort}
+            }, 'data');
+            return false;
+        });
+
+        form.on('submit(reset_business_search)', function (data) {
+            var field = data.field;
+            form.val('search_teachers', {
+                area: "",
+                date: "",
+                attitude: "",
+                name: "",
+                professional_title: "",
+                regist_at: "",
+                staff_id: "",
+                status: "",
+                school: "",
+                assist: "",
+                teacher_source: ""
+            });
+            property_list.setValue([])
+            return false;
+        });
+        /**
+         * toolbar事件监听
+         */
+        table.on('toolbar(customers_table)', function (obj) {
+            if (obj.event === 'add') {  // 手动添加
+                var content = miniPage.getHrefContent('/missions/customers/new');
+                var openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '添加客户',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'give') {  //
+                var school_ids = []
+                var checkStatus = table.checkStatus('customers_table')
+                    , data = checkStatus.data;
+                for (var i = 0, len = data.length; i < len; i++) {
+                    school_ids.push(data[i].id)
+                }
+                ids = school_ids
+                if (ids.length == 0) {
+                    layer.msg('请选择客户')
+                    return
+                }
+                content = miniPage.getHrefContent('/missions/customers/give');
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '分配/移交',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'search_new') { // 搜索添加
+                content = miniPage.getHrefContent('/missions/teachers/search_new');
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '搜索添加',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event == 'export') {
+              layer.load(0, {});
+              var data = form.val("search_teachers");
+              var property = [];
+              property_list.getValue().forEach(function (d) {
+                  property.push(d.value);
+              })
+              data.property = property.toString();
+              request.authGet("/missions/customers?=" + $.param({q:data}), {
+              }, function (res) {
+                  data = res.data
+                  table.exportFile(customer_table.config.id, data, 'xls');
+                  layer.closeAll('loading');
+              })
+            } else if (obj.event == 'modify_customer') {
+
+            }
+        });
+
+
+        table.on('tool(customers_table)', function (obj) {
+            var data = obj.data;
+            id = data.id;
+            console.log(data)
+            department_id = data.department_id;
+            major_id = data.major_id;
+            if (obj.event === 'edit') { // 监听添加操作
+                var content = miniPage.getHrefContent('/missions/customers/' + data.id + '/edit_major?major=' + major_id + "&department_id=" + department_id);
+                var openWH = miniPage.getOpenWidthHeight();
+                sale_plan_index = layer.open({
+                    title: '编辑客户',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(sale_plan_index);
+                });
+            } else if (obj.event === 'delete') {
+                layer.confirm('确定删除' + data.name, function (index) {
+                    request.delete('missions/teachers/' + data.id, {}, function (res) {
+                        layer.close(index);
+                        table.reload("customers_table")
+                    })
+                });
+            } else if (obj.event === 'addWeek') {
+                var content = miniPage.getHrefContent('/missions/operation_plans/new_week?teacher_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+
+                teacherindex1 = layer.open({
+                    title: '添加周计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+            } else if (obj.event === 'addMonth') {
+                var content = miniPage.getHrefContent('/missions/operation_plans/new_month?teacher_id=' + obj.data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+                teacherindex2 = layer.open({
+                    title: '添加月计划',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content
+                });
+                $(window).on("resize", function () {
+                    layer.full(sindex);
+                });
+
+            } else if (obj.event === 'courses') {
+                teacher_id = data.id
+                content = miniPage.getHrefContent('/missions/teachers/add_courses?id=' + data.id);
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '课程方向',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'add_department') {
+                school_id = data.id
+                var content = miniPage.getHrefContent('/missions/customers/new_department?id=' + data.id);
+                var openWH = miniPage.getOpenWidthHeight();
+                new_department_index = layer.open({
+                    title: '添加部门',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'add_follow') { // 监听添加操作
+                var content = miniPage.getHrefContent('/missions/customers/new_follow_record?id=' + data.id)
+                var openWH = miniPage.getOpenWidthHeight();
+                addFollowIndex = layer.open({
+                    title: '添加跟进记录',
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            } else if (obj.event === 'follow' || obj.event === 'name' || obj.event === 'department') {
+                id = data.id
+                time = data.last_follow_time || ''
+                content = miniPage.getHrefContent('/missions/customers/show_follow?id=' + data.id);
+                openWH = miniPage.getOpenWidthHeight();
+                index = layer.open({
+                    title: '客户列表/' + data.name,
+                    type: 1,
+                    shade: 0.2,
+                    maxmin: true,
+                    shadeClose: true,
+                    area: [openWH[0] + 'px', openWH[1] + 'px'],
+                    offset: [openWH[2] + 'px', openWH[3] + 'px'],
+                    content: content,
+                    success: function (layero, index) {
+                        // 重新渲染弹层中的下拉选择框select
+                        // form.render('select');
+                    }
+                });
+                $(window).on("resize", function () {
+                    layer.full(index);
+                });
+            }
+        });
+
+        function uploadCustomer() {
+          upload.render({
+            elem: '#modify_customer'
+            ,url: '/missions/customers/batch_update_school_tags'
+            ,accept: 'file' //普通文件
+            ,acceptMime: 'application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.ms-excel,application/vnd.ms-excel'
+            ,headers: {
+              'X-CSRF-Token': $('meta[name=csrf-token]').attr('content')
+            }
+            ,before: function(obj){ 
+              layer.load(); 
+            }
+            ,done: function(res){
+                layer.msg('导入成功');
+                table.reload('customers_table');
+                layer.closeAll('loading'); //关闭loading
+            }
+            ,error: function(index, upload){
+                table.reload('file');
+                layer.closeAll('loading'); //关闭loading
+                layer.alert('导入失败，请检查文件格式')
+                layer.close(parent.import_index)
+            }
+         });
+        }
+        if ($('#modify_customer').length > 0) {
+          var uploadTip;
+          $(document).on('mouseenter', '#modify_customer', function() {
+            uploadTip = layer.tips("<p style='color:#000;'>" +  "导入Excel文件可批量修改客户性质。表格格式：客户名称 区域 性质。格式按导出的客户列表格式导入" + "</p>",
+              this,
+              {
+                tips:[1,'#f2f2f2'],
+                time:0,
+                area: 'auto',
+                maxWidth:500
+              });
+          })
+
+        $(document).on('mouseleave', '#modify_customer', function() {
+          layer.close(uploadTip);
+        })
+      }
+
+    });
+</script>
+<style>
+    .layui-table-tool-temp {
+      padding-right: 30px; !important;
+    }
+</style>

data/app/views/educode_sales/customers/list.json.jbuilder

@@ -0,0 +1,33 @@
+x = EducodeSales::Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
+json.data do
+  json.array! @customers 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)
+    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?
+      json.last_follow_time a_last_follow_time < b_last_follow_time ? b_last_follow_time : a_last_follow_time
+    else
+      json.last_follow_time a_last_follow_time || b_last_follow_time
+    end
+    json.id d.id
+    json.name d.name
+    json.area d.province
+    json.property d.school_tags.where(for_missions: true).pluck(:name).join("、")
+    json.business EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_businesses.school_id = ?", d.id).size
+    json.follow follow_ups.size + customer_follows.size
+    json.staff EducodeSales::CustomerExtension.find_by(school_id: d.id)&.customer_staff&.user&.real_name
+    json.department d['department_name'] || ''
+    json.major d['major'] || ''
+    json.major_id d.major_id || ''
+    json.department_id d.department_id || ''
+   # json.teacher_counts UserExtension.where(department_id: d.department_id, identity: 'teacher').size
+    #json.student_counts UserExtension.where(department_id: d.department_id, identity: 'student').size
+  end
+end
+
+json.code 0
+if params[:page].present?
+  json.count @customers.total_count
+end

data/app/views/educode_sales/follow_ups/index.json.jbuilder

@@ -6,8 +6,8 @@ json.data do
     json.staff d.staff.user.real_name
     json.description d.description
     json.advise d.advise
-    json.school d.business.department.school.name
-    json.school_id d.business.department.school.id
+    json.school d.business.department&.school&.name
+    json.school_id d.business.department&.school&.id
     json.created_at d.created_at.to_s
     json.business d.business.name
     json.business_id d.business.id