educode_sales 0.9.73 → 0.9.74

data/app/views/educode_sales/contracts/_list.html.erb

@@ -0,0 +1,596 @@
+<div class="min-height-table" id="contract_list">
+  <div style="margin: 10px 10px 10px 10px">
+    <form class="layui-form layui-form-pane" lay-filter="search_form">
+      <div class="layui-form-item">
+        <div class="layui-inline">
+          <label class="layui-form-label">商机名称</label>
+          <div class="layui-input-inline">
+            <input type="text" name="name" class="layui-input" value="">
+            <input type="text" style="display: none" name="place_id" class="layui-input" value="<%=params[:place_id] %>">
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">用户单位</label>
+          <div class="layui-input-inline">
+            <input type="text" name="department" value="<%=params[:school] %>" class="layui-input">
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">最新跟进人</label>
+          <div class="layui-input-inline">
+            <%= select_tag "staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true , "lay-search": "" } %>
+          </div>
+        </div>
+        <div class="layui-inline">
+          <label class="layui-form-label">商机变化</label>
+          <div class="layui-input-inline">
+            <select name="clazz_changes">
+              <option value=""></option>
+              <option value="1">商机降级</option>
+              <option value="2">商机晋级</option>
+              <option value="3">商机降级 A-X</option>
+              <option value="4">商机降级 AB-X</option>
+              <option value="5">商机降级 ABC-X</option>
+              <option value="6">商机晋级 B-A</option>
+              <option value="7">商机晋级 BC-A</option>
+              <option value="8">商机晋级 BCD-A</option>
+            </select>
+          </div>
+        </div>
+        <div class="layui-inline">
+            <label class="layui-form-label">销售经理</label>
+            <div class="layui-input-inline">
+            <%= select_tag "sales_staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true , "lay-search": "" } %>
+            </div>
+        </div>
+        <div class="layui-inline">
+            <label class="layui-form-label">售后工程师</label>
+            <div class="layui-input-inline">
+            <%= select_tag "after_sales_staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true , "lay-search": "" } %>
+            </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">项目类型</label>
+          <div class="layui-input-inline">
+            <div id="contract_business_type" style="width: 190px;"></div>
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">项目阶段</label>
+          <div class="layui-input-inline">
+            <div id="contract_business_step" style="width: 190px;"></div>
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">渠道名称</label>
+          <div class="layui-input-inline">
+            <div id="contract_index_place" style="width: 190px;"></div>
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <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, :id)), { include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">所属年度</label>
+          <div class="layui-input-inline">
+            <%= select_tag "business_year", options_for_select((2015..Time.now.year).to_a.reverse, params[:business_year]), { include_blank: true } %>
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">招标时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="invitation_at" name="invitation_at" placeholder=" - " autocomplete="off">
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">中标时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="bidded_date" name="bidded_date" placeholder=" - " autocomplete="off">
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">签单时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="signed_date" name="signed_date" placeholder=" - " autocomplete="off">
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">回款时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="date_at" name="date_at" placeholder=" - " autocomplete="off">
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">创建时间</label>
+          <div class="layui-input-inline">
+            <input type="text" class="layui-input" id="date" name="date" placeholder=" - " autocomplete="off">
+          </div>
+        </div>
+        <div class="layui-inline show_item_contract" style="<%= params[:name] || params[:type] ? '' : 'display:none;' %>">
+          <label class="layui-form-label">部署类型</label>
+          <div class="layui-input-inline">
+            <select name="o_business_deployment">
+              <option value=""></option>
+              <option value="1">公有云</option>
+              <option value="2">私有云</option>
+              <option value="3">混合云</option>
+            </select>
+          </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" id="search_bt" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness_contract">搜索
+          </button>
+          <a style="padding-left: 20px;color: #0000FF"  href="javascript:;" type="submit" class="" lay-submit lay-filter="show_hide_contract">高级搜索
+          </a>
+        </div>
+      </div>
+    </form>
+  </div>
+  <div id="contact_table_wraper">
+    <table class="layui-hide" id="contact_table" lay-filter="contact_table"></table>
+  </div>
+</div>
+
+<script type="text/html" id="currentTableBar">
+  <% if can? :add_contract_follow, EducodeSales::Business %>
+    <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add_event">添加跟进</a>
+  <% end %>
+  <% if can? :assign_contract, EducodeSales::Business %>
+    <a class="layui-btn layui-btn-default layui-btn-xs data-count-edit" lay-event="assign">指派售后</a>
+  <% end %>
+
+</script>
+
+
+<script>
+  layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate', 'dropdown','laytpl', 'xmSelect'], function () {
+      var $ = layui.jquery,
+          form = layui.form,
+          request = layui.request,
+          miniPage = layui.miniPage,
+          dropdown = layui.dropdown,
+          xmSelect = layui.xmSelect,
+          laydate = layui.laydate;
+      var openWH = miniPage.getOpenWidthHeight();
+      laydate.render({
+        elem: '#date',
+        range: true
+      });
+   
+      laydate.render({
+        elem: '#invitation_at',
+        range: true
+      });
+
+      laydate.render({
+        elem: '#bidded_date',
+        range: true,
+        value: gon.bidded_date
+      });
+      laydate.render({
+        elem: '#signed_date',
+        range: true,
+        value: gon.signed_date
+      });
+
+      laydate.render({
+        elem: '#date_at',
+        range: true,
+        value: gon.date_at
+      });
+
+
+      var business_type_list = xmSelect.render({
+        el: '#contract_business_type',
+        data: gon.business_type
+      })
+
+
+      var business_step_list = xmSelect.render({
+        el: '#contract_business_step',
+        data: gon.business_step
+      })
+
+      var index_place_list = xmSelect.render({
+        el: '#contract_index_place',
+        model: {
+          icon: 'hidden',
+          label: {
+              type: 'text',
+              text: {
+                  //左边拼接的字符
+                  left: '',
+                  //右边拼接的字符
+                  right: '',
+                  //中间的分隔符
+                  separator: ', ',
+              },
+          }
+        },
+        remoteSearch: true,
+        clickClose: true,
+        delay: 1000,
+        paging: true,
+        radio: true,
+        pageRemote: true,
+        filterable: true,
+        remoteMethod: function (val, cb, show, pageIndex) {
+            $.ajax( '/missions/sales_place', {
+              method: 'get',
+              data: {
+                q: val,
+                page: pageIndex
+              },
+              dataType: 'json',
+              success: function (res) {
+                var data = res.data;
+                if (res.code == 0) {
+                    cb(res.data, res.count);
+                } else {
+                    layer.msg(res.msg, {time: 2000, icon: 2, shade: 0.01});
+                }
+              }
+            })
+        }
+    })
+    index_place_list.setValue(gon.place)
+
+
+      var data = form.val("search_form");
+      table = layui.table;
+      var cols_table = [
+          [
+              {
+                  field: 'id',
+                  width: 60,
+                  title: '序号', type: 'numbers',
+                  totalRowText: '合计',
+                  fixed: "left"
+              },
+              {
+                  field: 'number',
+                  width: 120,
+                  title: '编号',
+                  fixed: 'left',
+              },
+              {
+                  field: 'name',
+                  width: 170,
+                  title: '商机名称',
+                  templet: '<div><a href="javascript:void(0);" class="layui-table-link" lay-event="show_business"><span title="{{d.name}}">{{d.name}}</span></a></div>',
+                  fixed: 'left',
+              },
+              {
+                  field: 'area',
+                  width: 100,
+                  title: '地域',
+              },
+              {
+                  field: 'school',
+                  width: 150,
+                  title: '用户单位',
+                  templet: '#school_name',
+              },
+              {
+                  field: 'property',
+                  width: 150,
+                  title: '客户类型',
+              },
+              {
+                  field: 'department',
+                  width: 150,
+                  title: '部门',
+                  templet: '<div><span title="{{d.department}}">{{d.department}}</span></div>',
+              },
+              {
+                  field: 'follow_ups_count',
+                  title: '跟进',
+                  width: 60,
+                  templet: '#show_follow',
+                  totalRow: true,
+              },
+              {
+                  field: 'clazz',
+                  width: 80,
+                  title: '类型',
+                  templet: "<div><span title='{{d.clazz}}' class='changed-{{d.clazz_changed}}'>{{d.clazz}}</span></div>",
+              },
+              {
+                  field: 'stage',
+                  width: 90,
+                  title: '阶段',
+              },
+              {
+                field: 'staff_manages',
+                width: 150,
+                title: '销售经理',
+              },
+              {
+                field: 'assign_staffs',
+                width: 150,
+                title: '售后工程师',
+              },
+              {
+                  field: 'source',
+                  width: 90,
+                  title: '商机来源',
+              },
+              {
+                  field: 'last_follow_person',
+                  width: 100,
+                  title: '最新跟进人',
+              },
+              {
+                  field: 'no_followup_days',
+                  width: 100,
+                  title: '无跟进天数',
+              },
+              {
+                  field: 'created_at',
+                  width: 200,
+                  title: '商机创建时间',
+                  sort: true,
+              },
+              {
+                  field: 'latest_time',
+                  width: 200,
+                  title: '最新跟进时间',
+                  sort: true,
+              },
+              {
+                  field: 'invitation_at',
+                  width: 105,
+                  title: '招标时间',
+                  sort: true,
+              },
+              {
+                  field: 'bidded_date',
+                  width: 105,
+                  title: '中标时间',
+                  sort: true,
+              },
+              {
+                  field: 'signed_date',
+                  width: 105,
+                  title: '签单时间',
+                  sort: true,
+              },
+              {
+                  field: 'reception_at',
+                  width: 105,
+                  title: '验收时间',
+                  sort: true,
+              },
+              {
+                  field: 'service_end_time',
+                  width: 200,
+                  title: '服务期',
+                  sort: true,
+              },
+              {
+                  field: 'o_business_deployment',
+                  width: 150,
+                  title: '部署类型',
+                  sort: true,
+              },
+              {
+                  field: 'budget_amount',
+                  width: 105,
+                  title: '预算金额',
+                  totalRow: true,
+                  sort: true,
+              },
+              {
+                  field: 'total_amount',
+                  width: 100,
+                  title: '中标额',
+                  totalRow: true,
+                  sort: true,
+              },
+              {
+                  field: 'actual_amount',
+                  width: 100,
+                  title: '合同额',
+                  totalRow: true,
+                  sort: true,
+              },
+              {
+                  field: 'return_money',
+                  width: 100,
+                  title: '回款',
+                  sort: true,
+                  totalRow: true,
+              },
+              {
+                  field: 'wait_return_money',
+                  width: 100,
+                  title: '待回款',
+                  sort: true,
+                  totalRow: true,
+              },
+              {
+                  field: 'return_money_days',
+                  width: 150,
+                  title: '首次回款周期(天)',
+              },
+              {
+                field: 'divide_rate',
+                width: 160,
+                title: '渠道分成比例',
+                sort: true,
+              },
+              {
+                field: 'divide_money',
+                width: 160,
+                title: '渠道分成金额',
+                sort: true,
+              },
+              {
+                field: 'place',
+                width: 160,
+                title: '渠道',
+              },
+              {
+                field: 'sale_way',
+                width: 160,
+                title: '销售方式',
+              },
+              {
+                  field: 'year',
+                  width: 105,
+                  title: '所属年度',
+                  sort: true,
+              },
+              {
+                  field: 'followed',
+                  templet:function(d){
+                      if (d.followed==1){
+                          return  '<i class="layui-icon" style="color: goldenrod">&#xe658;</i> '
+                      }
+                      else return ''
+                  },
+                  width: 105,
+                  title: '关注',
+                  align: "center",
+
+              },
+              {
+                   title: '操作',
+                   minWidth: 220,
+                   toolbar: '#currentTableBar',
+                  align: "center",
+                  fixed: 'right'
+              }
+          ]
+      ]
+
+
+    form.on('submit(show_hide_contract)', function (data) {
+      $(".show_item_contract").toggle()
+      return false;
+    });
+      var business_table = table.render({
+          elem: '#contact_table',
+          url: '/missions/contracts',
+          autoSort: false,
+          where: {q: data},
+          defaultToolbar: ['filter'],
+          title: '合同数据表',
+          totalRow: true,//开启合并行
+          cols: cols_table,
+
+        limit: 20,
+        limits: [10,15,20,30,40,50,60,70,80,90],
+        page: true,
+        skin: 'line',
+    });
+
+
+    var sort = {}, search = data;
+
+    table.on('sort(contact_table)', function (obj) {
+      var data = form.val("search_form");
+      sort.field = obj.field;
+      sort.order = obj.type;
+      table.reload('contact_table', {
+          url: '/missions/businesses',
+        initSort: obj,
+        where: {
+            sort: sort,
+            q: search
+        }
+      });
+    })
+
+    // 监听搜索操作
+    form.on('submit(search_bussiness_contract)', function (data) {
+      if (search['clazz']) {
+        data.field['clazz'] = search['clazz']
+      }
+      search = data.field
+      table.reload('contact_table', {
+        url: '/missions/contracts',
+        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_form', {
+          name: '', department: '', staff_id: '', business_type: '', business_step: '',
+          place_id: '', date: '', area: '', invitation_at: '', business_year: '', number: ''
+      })
+      business_type_list.setValue([])
+      business_step_list.setValue([])
+      index_place_list.setValue([])
+      return false;
+    });
+
+      table.on('tool(contact_table)', function (obj) {
+          var data = obj.data;
+          id = data.id
+            if (obj.event === 'add_event') { // 监听添加操作
+            business_id = data.id
+            var content = miniPage.getHrefContent('/missions/contracts/new_follow_up?id=' + data.id);
+            var openWH = miniPage.getOpenWidthHeight();
+            sale_plan_index = layer.open({
+              title: '添加合同跟进记录',
+              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) {
+                form.render('select');
+              }
+            });
+            $(window).on("resize", function () {
+                layer.full(sale_plan_index);
+            });
+          } else if (obj.event === 'assign') {
+              var content = miniPage.getHrefContent('/missions/businesses/' + 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);
+              });
+              return false;
+          } 
+        });
+     
+  
+  });
+</script>
+<style>
+  .layui-table-tool-temp{
+      padding-right: 30px; !important;
+  }
+  .layui-table-fixed .layui-table-body {
+      height: auto!important;
+  }
+  .layui-table-fixed.layui-hide {
+      display: block!important;
+  }
+
+</style>

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

@@ -0,0 +1,23 @@
+json.data do
+  json.array! @follow_ups do |d|
+    json.id d.id
+    json.clazz d.clazz.name
+    json.stage d.stage.name
+    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.created_at d.created_at.to_s
+    json.business d.business.name
+    json.business_id d.business.id
+    json.rival d.rival || ''
+    json.staff_manages d.business.last_follow_up&.assign_follow_ups.present? ? (d.business.last_follow_up.assign_follow_ups.map{ |d| d.staff.user.real_name}.join("、")) : d.business.staff&.user&.real_name
+    # teacher_ids = d.key_person.pluck(:teacher_id)
+    json.tel d.key_person.pluck(:tel).select { |d| d.present?  }.join("、")
+
+  end
+end
+
+json.code 0
+json.count @follow_ups.total_count

data/app/views/educode_sales/contracts/index.html.erb

@@ -0,0 +1,50 @@
+<%= Gon::Base.render_data %>
+<div class="layui-tab" lay-filter="contract_tab">
+    <ul class="layui-tab-title">
+        <li class="layui-this follows_li">跟进动态</li>
+        <li class="contracts_list_li">合同列表</li>
+    </ul>
+    <div class="layui-tab-content">
+        <div class="layui-tab-item follows_div layui-show">
+            <%=render 'follows' %>
+        </div>
+        <div class="layui-tab-item contracts_list_div">
+          <div id="contract_list_wraper"></div>
+        </div>
+    </div>
+</div>
+
+<script>
+    layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate', 'element'], function() {
+        var $ = layui.jquery,
+            form = layui.form,
+            request = layui.request,
+            dropdown = layui.dropdown,
+            miniPage = layui.miniPage,
+            element = layui.element,
+            laydate = layui.laydate;
+        var laydate = layui.laydate;
+
+
+
+        element.render();
+        element.on('tab(contract_tab)', function(data) {
+          if (data.index == 1 && $("#contract_list").length == 0) {
+            loadPage('/missions/contracts/list')
+          }
+        });
+
+
+        function loadPage(url) {
+          var layer_index = layer.load(0, {shade: [0.1, '#fff']});
+          Rails.ajax({
+            url: url,
+            type: 'GET',
+            dataType: "script",
+            success: function (res) {
+              layer.close(layer_index);
+            }
+          });
+        }
+    })
+</script>