educode_sales 0.9.83 → 0.9.86

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@@ -0,0 +1,115 @@
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+ <%= Gon::Base.render_data %>
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+ <div style="padding:30px">
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+ <div class="layui-form layuimini-form" lay-filter="searchform">
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+ <div class="layui-form-item">
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+ <div class="layui-inline">
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+ <label class="layui-form-label">产品名称:</label>
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+ <div class="layui-input-inline" style="line-height: 38px;width: 400px;" id="product_name">
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+ <%= @name %>
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+ </div>
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+ <div class="layui-form-mid layui-text-em"><button class="layui-btn layui-btn-sm" id="open_product">选择产品</button></div>
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+ <input type="hidden" name="product_catalog_id" id="product_catalog_id" value="<%= @sale_detail.product_catalog_id %>">
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+ </div>
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+ </div>
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+ <div class="layui-form-item">
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+ <div class="layui-inline">
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+ <label class="layui-form-label required">单价:</label>
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+ <div class="layui-input-inline">
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+ <input type="number" name="price" value="<%= @sale_detail.price %>" class="layui-input" lay-verify="required">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label required">数量:</label>
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+ <div class="layui-input-inline">
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+ <input type="number" name="amount" value="<%= @sale_detail.amount %>" class="layui-input" lay-verify="required">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label required">金额:</label>
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+ <div class="layui-input-inline">
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+ <input type="number" name="total_price" value="<%= @sale_detail.total_price %>" class="layui-input" lay-verify="required">
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+ </div>
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+ </div>
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+
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+ </div>
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+ <div class="layui-form-item">
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+ <div class="layui-inline">
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+ <label class="layui-form-label required">定制类型:</label>
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+ <div class="layui-input-inline">
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+ <%= select_tag "custom_clazz", options_for_select(EducodeSales::SalesDetail.custom_clazzs.keys, @sale_detail.custom_clazz), { 'lay-filter': 'source_method', 'lay-verify': "required", include_blank: true, "lay-search": "" } %>
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label required">交货时间:</label>
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+ <div class="layui-input-inline">
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+ <input type="text" name="delivery_date" value="<%= @sale_detail.delivery_date %>" class="layui-input" lay-verify="required" id="delivery_date">
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+ </div>
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+ </div>
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+ </div>
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+ <div class="layui-form-item">
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+ <div class="layui-input-block">
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+ <button class="layui-btn layui-btn-normal" lay-submit lay-filter="saveBtn">保存</button>
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+ </div>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <script type="text/html" id="sale_toolbar">
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+ <div class="layui-btn-container">
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+ <button class="layui-btn layui-btn-sm" lay-event="select_product">选择产品</button>
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+ </div>
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+ </script>
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+ <script>
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+ function selectProduct(data) {
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+ $("#product_catalog_id").val(data.id)
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+ product_name.innerText = [data.name, data.item_clazz, data.brand, data.specification, data.unit, data.source_method, data.param, data.supplier].join(" ")
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+ }
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+ layui.use(['form', 'table', 'upload', 'laytpl', 'request', 'laydate'], function() {
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+ var form = layui.form,
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+ layer = layui.layer,
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+ table = layui.table,
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+ laydate = layui.laydate,
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+ laytpl = layui.laytpl,
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+ request = layui.request,
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+ $ = layui.$;
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+ form.render();
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+
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+ laydate.render({
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+ elem: '#delivery_date',
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+ });
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+
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+
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+ $("#open_product").on("click", function() {
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+ var content = miniPage.getHrefContent('/missions/contracts/select_product');
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+ var openWH = miniPage.getOpenWidthHeight();
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+ product_index = layer.open({
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+ title: '选择产品',
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+ type: 1,
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+ shade: 0.2,
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+ maxmin: true,
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+ shadeClose: true,
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+ area: [openWH[0] + 'px', openWH[1] + 'px'],
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+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content,
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+ success: function (layero, index) {
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+ form.render('select');
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+ }
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+ });
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+ $(window).on("resize", function () {
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+ layer.full(new_follow_index);
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+ });
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+ })
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+
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+ form.on('submit(saveBtn)', function(data) {
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+ if (data.field.product_catalog_id == "") {
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+ layer.alert("请选择产品")
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+ return false;
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+ }
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+ request.put("missions/sales_details/" + parent.id, data.field, function(res) {
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+ layer.close(parent.sindex)
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+ parent.table.reload('sales_details_table')
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+ })
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+ return false;
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+ });
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+ });
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+ </script>
@@ -0,0 +1,401 @@
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+ <div class="min-height-table" id="contract_list">
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+ <div style="margin: 10px 10px 10px 10px">
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+ <form class="layui-form layui-form-pane" lay-filter="search_form">
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+ <div class="layui-form-item">
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+ <div class="layui-inline">
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+ <label class="layui-form-label">合同名称</label>
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+ <div class="layui-input-inline">
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+ <input type="text" name="name" class="layui-input" value="">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label">用户单位</label>
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+ <div class="layui-input-inline">
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+ <input type="text" name="department" class="layui-input">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label">签约单位</label>
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+ <div class="layui-input-inline">
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+ <input type="text" name="signed_department" class="layui-input">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <label class="layui-form-label">销售经理</label>
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+ <div class="layui-input-inline">
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+ <%= select_tag "sales_staff_id", options_for_select(@staffs, params[:staff_id]), { 'lay-filter': 'staff_id', include_blank: true , "lay-search": "" } %>
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+ </div>
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+ </div>
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+
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+ <div class="layui-inline show_item_contract">
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+ <label class="layui-form-label">项目阶段</label>
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+ <div class="layui-input-inline">
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+ <div id="contract_business_step" style="width: 190px;"></div>
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+ </div>
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+ </div>
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+ <div class="layui-inline show_item_contract">
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+ <label class="layui-form-label">区域</label>
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+ <div class="layui-input-inline">
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+ <%= select_tag "area", options_for_select(EducodeSales::Common.where(clazz: 'area').pluck(:name, :id)), { include_blank: true } %>
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+ </div>
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+ </div>
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+ <div class="layui-inline show_item_contract">
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+ <label class="layui-form-label">中标时间</label>
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+ <div class="layui-input-inline">
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+ <input type="text" class="layui-input" id="bidded_date" name="bidded_date" placeholder=" - " autocomplete="off">
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+ </div>
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+ </div>
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+ <div class="layui-inline show_item_contract">
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+ <label class="layui-form-label">签单时间</label>
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+ <div class="layui-input-inline">
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+ <input type="text" class="layui-input" id="signed_date" name="signed_date" placeholder=" - " autocomplete="off">
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+ </div>
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+ </div>
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+ <div class="layui-inline">
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+ <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_business_search">重置
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+ </button>
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+ <button type="submit" id="search_bt" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_bussiness_contract">搜索
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+ </button>
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+ </div>
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+ </div>
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+ </form>
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+ </div>
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+ <div id="sales_details_table_wraper">
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+ <table class="layui-hide" id="sales_details_table" lay-filter="sales_details_table"></table>
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+ </div>
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+ </div>
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+
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+ <script type="text/html" id="currentTableBar">
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+ <% if can? :add_follow, EducodeSales::Business %>
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+ <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="add">添加跟进</a>
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+ <% end %>
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+ <% if can? :edit_sales_detail, EducodeSales::Business %>
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+ <a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="edit">编辑</a>
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+ <% end %>
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+ <% if can? :delete_sales_detail, EducodeSales::Business %>
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+ <a class="layui-btn layui-btn-danger layui-btn-xs data-count-delete" lay-event="delete">删除</a>
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+ <% end %>
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+ <% if can?(:create, EducodeSales::SalePlan) %>
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+ <a class="layui-btn layui-btn-default layui-btn-xs data-count-edit" lay-event="add_month_plan">添加月计划</a>
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+ <% end %>
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+ <% if can?(:show_file, EducodeSales::Business) %>
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+ <a class="layui-btn layui-btn-default layui-btn-xs data-count-edit" lay-event="file">附件</a>
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+ <% end %>
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+
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+ </script>
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+
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+ <script type="text/html" id="toolbar_contract">
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+ <div class="layui-btn-container">
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+ <span class="table-label">销售明细</span>
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+ </div>
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+ </script>
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+ <script>
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+ layui.use(['form', 'table', 'miniPage', 'element', 'request', 'laydate', 'dropdown', 'laytpl', 'xmSelect'], function() {
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+ var $ = layui.jquery,
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+ form = layui.form,
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+ request = layui.request,
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+ miniPage = layui.miniPage,
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+ dropdown = layui.dropdown,
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+ xmSelect = layui.xmSelect,
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+ laydate = layui.laydate;
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+ var openWH = miniPage.getOpenWidthHeight();
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+ laydate.render({
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+ elem: '#date',
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+ range: true
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+ });
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+
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+
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+ laydate.render({
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+ elem: '#bidded_date',
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+ range: true,
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+ value: gon.bidded_date
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+ });
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+ laydate.render({
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+ elem: '#signed_date',
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+ range: true,
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+ value: gon.signed_date
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+ });
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+
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+
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+ var business_step_list = xmSelect.render({
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+ el: '#contract_business_step',
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+ data: gon.business_step
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+ })
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+
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+ var data = form.val("search_form");
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+ table = layui.table;
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+ var cols_table = [
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+ [{
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+ field: 'id',
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+ width: 60,
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+ title: '序号',
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+ type: 'numbers',
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+ fixed: "left"
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+ }, {
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+ field: 'number',
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+ width: 120,
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+ title: '合同编号',
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+ fixed: 'left',
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+ }, {
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+ field: 'name',
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+ width: 120,
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+ title: '商机名称',
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+ }, {
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+ field: 'school',
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+ width: 180,
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+ title: '用户单位',
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+ }, {
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+ field: 'department',
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+ width: 180,
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+ title: '部门',
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+ }, {
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+ field: 'majors',
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+ width: 150,
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+ title: '专业',
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+ }, {
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+ field: 'signed_department',
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+ title: '签约单位',
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+ width: 280,
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+ }, {
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+ field: 'actual_amount',
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+ width: 120,
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+ title: '合同金额',
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+ }, {
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+ field: 'item_clazz',
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+ width: 100,
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+ title: '销售品目',
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+ }, {
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+ field: 'brand',
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+ width: 150,
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+ title: '品牌',
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+ }, {
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+ field: 'specification',
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+ width: 150,
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+ title: '规格型号',
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+ }, {
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+ field: 'unit',
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+ width: 90,
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+ title: '单位',
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+ }, {
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+ field: 'amount',
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+ width: 100,
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+ title: '数量',
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+ }, {
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+ field: 'total_price',
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+ width: 100,
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+ title: '金额',
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+ }, {
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+ field: 'source_method',
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+ width: 100,
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+ title: '来源方式',
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+ }, {
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+ field: 'custom_clazz',
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+ width: 100,
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+ title: '定制类型',
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+ }, {
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+ field: 'supplier',
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+ width: 120,
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+ title: '供货商',
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+ sort: true,
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+ }, {
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+ field: 'delivery_date',
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+ width: 120,
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+ title: '交货时间',
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+ sort: true,
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+ }, {
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+ title: '操作',
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+ minWidth: 350,
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+ toolbar: '#currentTableBar',
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+ align: "center",
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+ fixed: 'right'
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+ }]
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+ ]
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+
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+
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+ var sales_details_table = table.render({
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+ elem: '#sales_details_table',
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+ url: '/missions/sales_details',
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+ autoSort: false,
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+ where: {
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+ q: data
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+ },
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+ defaultToolbar: ['filter'],
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+ title: '销售明细数据表',
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+ totalRow: true, //开启合并行
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+ cols: cols_table,
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+ toolbar: '#toolbar_contract',
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+ limit: 20,
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+ limits: [10, 15, 20, 30, 40, 50, 60, 70, 80, 90],
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+ page: true,
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+ skin: 'line',
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+ });
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+
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+
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+ var sort = {},
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+ search = data;
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+
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+ table.on('sort(sales_details_table)', function(obj) {
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+ var data = form.val("search_form");
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+ sort.field = obj.field;
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+ sort.order = obj.type;
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+ table.reload('sales_details_table', {
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+ url: '/missions/sales_details',
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+ initSort: obj,
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+ where: {
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+ sort: sort,
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+ q: search
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+ }
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+ });
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+ })
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+
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+ // 监听搜索操作
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+ form.on('submit(search_bussiness_contract)', function(data) {
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+ if (search['clazz']) {
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+ data.field['clazz'] = search['clazz']
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+ }
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+ var business_step = [];
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+ business_step_list.getValue().forEach(function(d) {
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+ business_step.push(d.value);
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+ })
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+ data.field.business_step = business_step.toString();
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+ search = data.field
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+ table.reload('sales_details_table', {
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+ url: '/missions/sales_details',
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+ page: {
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+ curr: 1
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+ },
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+ where: {
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+ q: search,
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+ sort: sort
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+ }
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+ }, 'data');
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+
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+ return false;
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+ });
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+
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+ form.on('submit(reset_business_search)', function(data) {
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+ var field = data.field;
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+ form.val('search_form', {
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+ name: '',
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+ area: '',
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+ department: '',
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+ business_type: '',
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+ business_step: '',
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+ place_id: '',
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+ bidded_date: '',
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+ signed_department: '',
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+ signed_date: '',
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+ sales_staff_id: '',
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+ })
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+ business_step_list.setValue([])
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+ .setValue([])
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+ return false;
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+ });
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+
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+ table.on('tool(sales_details_table)', function(obj) {
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+ var data = obj.data;
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+ id = data.id
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+ if (obj.event === 'add') { // 监听添加操作
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+ business_id = data.business_id
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+ var content = miniPage.getHrefContent('/missions/businesses/new_follow_record?id=' + data.business_id);
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+ var openWH = miniPage.getOpenWidthHeight();
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+ sale_plan_index = layer.open({
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+ title: '添加商机跟进记录',
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+ type: 1,
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+ shade: 0.2,
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+ maxmin: true,
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+ shadeClose: true,
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+ area: [openWH[0] + 'px', openWH[1] + 'px'],
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+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content,
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+ success: function (layero, index) {
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+ form.render('select');
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+ }
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+ });
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+ $(window).on("resize", function () {
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+ layer.full(sale_plan_index);
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+ });
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+ } else if (obj.event === 'edit') {
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+ var content = miniPage.getHrefContent('/missions/sales_details/' + id + '/edit');
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+ var openWH = miniPage.getOpenWidthHeight();
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+ name = data.name;
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+ sindex = layer.open({
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+ title: '编辑',
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+ type: 1,
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+ shade: 0.2,
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+ maxmin: true,
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+ shadeClose: true,
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+ area: [openWH[0] + 'px', openWH[1] + 'px'],
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+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content,
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+ success: function (layero, index) {
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+ form.render('select');
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+ }
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+ });
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+ $(window).on("resize", function() {
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+ layer.full(sindex);
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+ });
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+ return false;
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+ } else if (obj.event === 'add_month_plan') {
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+ id = obj.data.business_id;
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+ var content = miniPage.getHrefContent('/missions/plans/new_month?business_id=' + obj.data.business_id);
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+ var openWH = miniPage.getOpenWidthHeight();
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+ sindex = layer.open({
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+ title: '添加月计划',
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+ type: 1,
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+ shade: 0.2,
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+ maxmin: true,
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+ shadeClose: true,
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+ area: [openWH[0] + 'px', openWH[1] + 'px'],
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+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content
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+ });
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+ $(window).on("resize", function () {
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+ layer.full(sindex);
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+ });
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+ } else if (obj.event == 'file') {
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+ name = obj.data.name;
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+ id = obj.data.business_id;
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+ var content = miniPage.getHrefContent('/missions/businesses/file?business_id=' + obj.data.business_id);
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+ var openWH = miniPage.getOpenWidthHeight();
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+ sindex = layer.open({
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+ title: '商机列表/'+name+'的附件信息',
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+ type: 1,
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+ shade: 0.2,
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+ // maxmin: true,
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+ shadeClose: true,
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+ area: [openWH[0] + 'px', openWH[1] + 'px'],
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+ offset: [openWH[2] + 'px', openWH[3] + 'px'],
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+ content: content
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+ });
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+ $(window).on("resize", function () {
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+ // layer.full(sindex);
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+ });
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+ } else if (obj.event == 'delete') {
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+ name = obj.data.name;
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+ layer.confirm('确定删除' + data.name, function (index) {
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+ request.delete('missions/sales_details/' + data.id, {}, function (res) {
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+ layer.close(index);
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+ table.reload("sales_details_table")
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+ })
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+ });
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+ }
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+ });
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+
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+
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+ });
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+ </script>
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+ <style>
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+ .layui-table-tool-temp {
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+ padding-right: 30px;
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+ !important;
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+ }
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+
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+ .layui-table-fixed .layui-table-body {
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+ height: auto!important;
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+ }
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+
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+ .layui-table-fixed.layui-hide {
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+ display: block!important;
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+ }
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+ </style>
@@ -0,0 +1,34 @@
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+ json.data do
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+ json.array! @sales_details do |d|
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+ json.id d.id
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+ json.business_id d.business_id
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+ json.number d.business.number
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+ json.name d.business.name
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+ json.department d.business.department&.name
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+ json.school d.business.department&.school&.name
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+ json.school_id d.business.department&.school_id
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+
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+ json.actual_amount d.business.last_follow_up&.actual_amount.to_f.round(2)
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+ json.created_at d.created_at.to_s
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+ 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
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+ json.area d.business.department&.school&.province
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+
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+ json.majors d.business.department&.department_majors&.pluck(:name).present? ? d.business.department&.department_majors&.pluck(:name).join(",") : ""
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+ json.signed_department d.business.last_follow_up&.signed_department&.school&.name || ''
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+ json.item_clazz d.product_catalog.item_clazz
19
+ json.brand d.product_catalog.brand
20
+ json.specification d.product_catalog.specification
21
+ json.unit d.product_catalog.unit
22
+ json.amount d.amount
23
+ json.total_price d.total_price
24
+ json.source_method d.product_catalog.source_method
25
+ json.custom_clazz d.custom_clazz
26
+ json.supplier d.product_catalog.supplier
27
+ json.delivery_date d.delivery_date
28
+ end
29
+ end
30
+
31
+
32
+ json.code 0
33
+ json.count @sales_details.total_count
34
+ json.msg 'succcess'
@@ -71,6 +71,10 @@
71
71
  <dd><a href="/missions/contracts/product_list" class="<%= current?('layui-this', product_list_contracts_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/4.商机管理.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>产品目录</a>
72
72
  </dd>
73
73
  <% end %>
74
+ <% if can? :read_sales_detail, EducodeSales::Business %>
75
+ <dd><a href="/missions/sales_details" class="<%= current?('layui-this', sales_details_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/4.商机管理.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>销售明细</a>
76
+ </dd>
77
+ <% end %>
74
78
  <% if can? :read, EducodeSales::MoneyPlan %>
75
79
  <dd><a href="/missions/money_plans" class="<%= current?('layui-this', money_plans_path) %>"><i style="padding-right: 35px"></i><%= image_tag "educode_sales/money_plans.png",size:"15"%><i style="font-size: 25px; padding-right: 15px"></i>回款计划</a>
76
80
  </dd>
data/config/routes.rb CHANGED
@@ -22,6 +22,9 @@ EducodeSales::Engine.routes.draw do
22
22
  resources :sessions do
23
23
  end
24
24
 
25
+ resources :sales_details do
26
+ end
27
+
25
28
  resources :contracts do
26
29
  collection do
27
30
  get :follow_ups
@@ -32,6 +35,9 @@ EducodeSales::Engine.routes.draw do
32
35
  get :new_product
33
36
  post :product_catalog
34
37
  get :show_follow_record
38
+ get :new_sales_detail
39
+ get :select_product
40
+ post :sales_detail
35
41
  end
36
42
  member do
37
43
  post :advise
@@ -0,0 +1,20 @@
1
+ class CreateEducodeSalesSalesDetails < ActiveRecord::Migration[5.2]
2
+ def change
3
+ create_table :educode_sales_sales_details do |t|
4
+ t.references :business
5
+ t.references :product_catalog
6
+ t.references :staff
7
+ t.float :price
8
+ t.float :amount
9
+ t.float :total_price
10
+ t.integer :custom_clazz
11
+ t.date :delivery_date
12
+
13
+ t.timestamps
14
+ end
15
+
16
+ EducodeSales::Permission.find_or_create_by(name: '查看销售明细', subject: 'Business', action: 'read_sales_detail', clazz: 'contract')
17
+ EducodeSales::Permission.find_or_create_by(name: '编辑销售明细', subject: 'Business', action: 'edit_sales_detail', clazz: 'contract')
18
+ EducodeSales::Permission.find_or_create_by(name: '删除销售明细', subject: 'Business', action: 'delete_sales_detail', clazz: 'contract')
19
+ end
20
+ end
@@ -1,3 +1,3 @@
1
1
  module EducodeSales
2
- VERSION = '0.9.83'
2
+ VERSION = '0.9.86'
3
3
  end