educode_sales 1.10.22 → 1.10.23

checksums.yaml

@@ -1,7 +1,7 @@
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data/app/controllers/educode_sales/sale_trends_controller.rb

@@ -417,6 +417,49 @@ module EducodeSales
       end
     end
 
+    #拜访分析
+    def visit_analysis
+      sort_by = params[:sort_by].present? ? params[:sort_by] : "desc"
+      user_name = params[:user_name]
+      visit_type = params[:visit_type].present? ? params[:visit_type].split(",") : ""
+      title_names = %w[本年拜访数 本季拜访数 本月拜访数 本周拜访数]
+      respond_to do |format|
+        format.js do
+          @user_names = EducodeSales::Attendance.pluck(:name).uniq.map{|d| {name: d, value: d}}
+          @visit_types  = SaleTrend::VISIT_TYPE.map {|d| {name: d[0], value: d[1]}}
+          sql = "SELECT name, count(*) as name_count FROM `educode_sales_attendances` WHERE (attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}') group by name order by name_count desc limit 30"
+          visit_count = EducodeSales::Attendance.find_by_sql(sql).map{|d| [d.name, d.name_count]}
+          #年拜访量前30的用户名
+          top_thirty_username = visit_count.map{ |d| d[0]}
+          @visit_count_data = visit_user_type_name(top_thirty_username, sort_by, visit_type, title_names)
+        end
+        format.json do
+          if params[:user_type].present? && params[:user_type] == "name"
+            if user_name.present?
+              sql_by_name = "SELECT name, count(*) as name_count FROM `educode_sales_attendances` WHERE (attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}') and name like '%#{user_name}%' group by name"
+            else
+              sql_by_name = "SELECT name, count(*) as name_count FROM `educode_sales_attendances` WHERE (attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}') group by name order by name_count desc limit 30"
+            end
+            visit_count = EducodeSales::Attendance.find_by_sql(sql_by_name).map{|d| [d.name, d.name_count]}
+            #年拜访量前30的用户名
+            top_thirty_username = visit_count.map{ |d| d[0]}
+            @visit_count_data = visit_user_type_name(top_thirty_username, sort_by, visit_type, title_names)
+          else
+            if user_name.present?
+              sql_by_customer = "SELECT name, customer, count(*) as customer_count FROM `educode_sales_attendances` WHERE (attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}') and name like '%#{user_name}%' group by customer order by customer_count desc limit 30"
+            else
+              sql_by_customer = "SELECT name, customer, count(*) as customer_count FROM `educode_sales_attendances` WHERE (attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}') group by customer order by customer_count desc limit 30"
+            end
+            visit_count = EducodeSales::Attendance.find_by_sql(sql_by_customer).map{|d| [d.customer, d.customer_count]}
+            #年拜访量前30的用户名
+            top_thirty_customer = visit_count.map{ |d| d[0]}
+            @visit_count_data = visit_user_type_customer(top_thirty_customer, sort_by, visit_type, title_names)
+          end
+          render json: {data: @visit_count_data }
+        end
+      end
+    end
+
     private
 
     def sale_trend_params
@@ -802,5 +845,64 @@ module EducodeSales
       @forecast_count_data_1 = @forecast_count_data[1]
     end
 
+    def visit_user_type_name(top_thirty_username, sort_by, visit_type, title_names)
+      #本年拜访数
+      visit_count_year = EducodeSales::Attendance.where("name in (?)", top_thirty_username)
+                               .where(" attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}' ")
+                               .group(:name).select("name, count(*) name_count").order("name_count #{sort_by}")&.map{ |d| [d.name, d.name_count]}
+
+      #本季拜访数
+      current_year = Time.now.year
+      current_month = Time.now.month
+      start_month = (current_month - 1) / 3 * 3 + 1
+      end_month = start_month + 2
+      start_date = Date.new(current_year, start_month, 1).strftime("%Y-%m-%d") + " 00:00:00"
+      end_date = Date.new(current_year, end_month, -1).strftime("%Y-%m-%d") + " 23:59:59"
+      visit_count_season = EducodeSales::Attendance.where("name in (?)", top_thirty_username)
+                               .where("attendance_date >= '#{start_date}' and attendance_date <= '#{end_date}'")
+                               .group(:name).select("name, count(*) name_count").order("name_count #{sort_by}")&.map{ |d| [d.name, d.name_count]}
+
+      #本月拜访数
+      visit_count_month =  EducodeSales::Attendance.where("name in (?)", top_thirty_username)
+                               .where("attendance_date >= '#{Time.now.beginning_of_month}' and attendance_date <= '#{Time.now.end_of_month}'")
+                               .group(:name).select("name, count(*) name_count").order("name_count #{sort_by}")&.map{ |d| [d.name, d.name_count]}
+
+      #本周拜访数
+      visit_count_week =  EducodeSales::Attendance.where("name in (?)", top_thirty_username)
+                              .where("attendance_date >= '#{Time.now.beginning_of_week}' and attendance_date <= '#{Time.now.end_of_week}'")
+                              .group(:name).select("name, count(*) name_count").order("name_count #{sort_by}")&.map{ |d| [d.name, d.name_count]}
+
+      visit_analysis_charts(visit_count_year, visit_count_season, visit_count_month, visit_count_week, visit_type, title_names)
+    end
+
+    def visit_user_type_customer(top_thirty_customer, sort_by, visit_type, title_names)
+      #本年拜访数
+      visit_count_year = EducodeSales::Attendance.where("customer in (?)", top_thirty_customer)
+                             .where(" attendance_date >= '#{Time.now.beginning_of_year}' and attendance_date <= '#{Time.now.end_of_year}' ")
+                             .group(:customer).select("customer, count(*) customer_count").order("customer_count #{sort_by}")&.map{ |d| [d.customer, d.customer_count]}
+
+      #本季拜访数
+      current_year = Time.now.year
+      current_month = Time.now.month
+      start_month = (current_month - 1) / 3 * 3 + 1
+      end_month = start_month + 2
+      start_date = Date.new(current_year, start_month, 1).strftime("%Y-%m-%d") + " 00:00:00"
+      end_date = Date.new(current_year, end_month, -1).strftime("%Y-%m-%d") + " 23:59:59"
+      visit_count_season = EducodeSales::Attendance.where("customer in (?)", top_thirty_customer)
+                               .where("attendance_date >= '#{start_date}' and attendance_date <= '#{end_date}'")
+                               .group(:customer).select("customer, count(*) customer_count").order("customer_count #{sort_by}")&.map{ |d| [d.customer, d.customer_count]}
+
+      #本月拜访数
+      visit_count_month =  EducodeSales::Attendance.where("customer in (?)", top_thirty_customer)
+                               .where("attendance_date >= '#{Time.now.beginning_of_month}' and attendance_date <= '#{Time.now.end_of_month}'")
+                               .group(:customer).select("customer, count(*) customer_count").order("customer_count #{sort_by}")&.map{ |d| [d.customer, d.customer_count]}
+
+      #本周拜访数
+      visit_count_week =  EducodeSales::Attendance.where("customer in (?)", top_thirty_customer)
+                              .where("attendance_date >= '#{Time.now.beginning_of_week}' and attendance_date <= '#{Time.now.end_of_week}'")
+                              .group(:customer).select("customer, count(*) customer_count").order("customer_count #{sort_by}")&.map{ |d| [d.customer, d.customer_count]}
+
+      visit_analysis_charts(visit_count_year, visit_count_season, visit_count_month, visit_count_week, visit_type, title_names)
+    end
   end
 end

data/app/helpers/educode_sales/sale_trends_helper.rb

@@ -247,6 +247,86 @@ module EducodeSales
       [hash_a, hash_b]
     end
 
+    def visit_analysis_charts(visit_count_year, visit_count_season, visit_count_month, visit_count_week, visit_type, title_names)
+      names =  visit_count_year.map{|d| d[0]}
+
+      visit_count_season_data = []
+      names.each do |name|
+        data = visit_count_season.find { |d| d[0] == name}
+        if data
+          visit_count_season_data << data
+        else
+          visit_count_season_data << [name, 0]
+        end
+      end
+
+      visit_count_month_data = []
+      names.each do |name|
+        data = visit_count_month.find { |d| d[0] == name}
+        if data
+          visit_count_month_data << data
+        else
+          visit_count_month_data << [name, 0]
+        end
+      end
+
+      visit_count_week_data = []
+      names.each do |name|
+        data = visit_count_week.find { |d| d[0] == name}
+        if data
+          visit_count_week_data << data
+        else
+          visit_count_week_data << [name, 0]
+        end
+      end
+
+      year = {
+          label: title_names[0],
+          data: visit_count_year.map {|d| d[1].to_i},
+          backgroundColor: 'rgba(255, 99, 132, 1)'}
+
+      season = {
+          label: title_names[1],
+          data: visit_count_season_data.map {|d| d[1].to_i},
+          backgroundColor: 'rgba(255, 159, 64, 1)'}
+
+      month = {
+          label: title_names[2],
+          data:visit_count_month_data.map {|d| d[1].to_i},
+          backgroundColor: 'rgba(54, 162, 235, 1)'}
+
+      week = {
+          label: title_names[3],
+          data: visit_count_week_data.map {|d| d[1].to_i},
+          backgroundColor: 'rgba(153, 102, 255, 1)'}
+
+      final_data = []
+      if visit_type.include?("1")
+        final_data << year
+      end
+      if visit_type.include?("2")
+        final_data << season
+      end
+      if visit_type.include?("3")
+        final_data << month
+      end
+      if visit_type.include?("4")
+        final_data << week
+      end
+
+      if visit_type.present?
+        {
+            labels: names,
+            datasets: final_data
+        }
+      else
+        {
+            labels: names,
+            datasets: [year, season, month, week]
+        }
+      end
+    end
+
     private
 
     def plan_get(staff_id, time_range, type, property)

data/app/models/educode_sales/sale_trend.rb

@@ -9,5 +9,7 @@ module EducodeSales
       '#DC7633', '#839192', '#6C3483', '#B03A2E', '#7B7D7D', '#4D5656', '#28B463', '#0E6655', '#F39C12', '#0E6251', '#1B4F72',
       '#FAE5D3', '#82E0AA', '#FF00FF', '#663399', '#4B0082', '#7CFC00'
     ]
+
+    VISIT_TYPE = [["本年拜访数", 1],["本季拜访数", 2],["本月拜访数", 3],["本周拜访数", 4]]
   end
 end

data/app/views/educode_sales/sale_trends/_visit_analysis.html.erb

@@ -0,0 +1,187 @@
+<div id="tab_8">
+  <div class="" style="padding-right: 50px">
+    <div style="margin: 10px 10px 10px 10px">
+      <form class="layui-form layui-form-pane" lay-filter="search_visit_form">
+        <div class="layui-form-item">
+          <div class="layui-inline m-t-10">
+            <label class="layui-form-label">维度</label>
+            <div class="layui-input-inline">
+              <%= select_tag "user_type", options_for_select([['按销售经理','name'],['按客户','customer']],params[:user_type]), {'lay-filter': 'user_type'}%>
+            </div>
+          </div>
+          <div class="layui-inline m-t-10">
+            <label class="layui-form-label">拜访统计</label>
+            <div class="layui-input-inline">
+              <div id="visit_type"></div>
+            </div>
+          </div>
+          <div class="layui-inline m-t-10">
+            <label class="layui-form-label">销售经理</label>
+            <div class="layui-input-inline">
+              <div id="user_name"></div>
+            </div>
+          </div>
+          <div class="layui-inline m-t-10">
+            <label class="layui-form-label">排序</label>
+            <div class="layui-input-inline">
+              <%= select_tag "sort_by",  options_for_select([['', ''], ['升序', 'asc'], ['降序', 'desc']], params[:sort_by]), { include_blank: true } %>
+            </div>
+          </div>
+          <div class="layui-inline">
+            <button type="reset" class="layui-btn layui-btn-primary" lay-submit lay-filter="reset_visit_search">重 置</button>
+            <button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="search_visit">搜 索</button>
+          </div>
+        </div>
+      </form>
+    </div>
+    <canvas id="visit_myChart" width="960" height="350"></canvas>
+    <div class="two-header" style="margin-top: 30px;">
+      <table id="visit_table" lay-filter="visit_table"></table>
+    </div>
+  </div>
+</div>
+<script>
+    layui.use(['form', 'jquery', 'request', 'element', 'laydate', 'table', 'miniPage'], function () {
+        var $ = layui.jquery,
+            form = layui.form,
+            table = layui.table,
+            request = layui.request;
+
+        //拜访统计选择
+        var visit_type_select = xmSelect.render({
+            el: '#visit_type',
+            name: 'visit_type',
+            data: <%=raw @visit_types.to_json %>,
+        });
+        //销售经理选择
+        var user_name_select = xmSelect.render({
+            el: '#user_name',
+            name: 'user_name',
+            data: <%=raw @user_names.to_json %>,
+            filterable: true,
+            radio: true
+        });
+
+        var options = {
+            events: false,
+            scales: {
+                yAxes: [{
+                    ticks: {
+                        suggestedMin: 0,
+                        suggestedMax: 200,
+                        stepSize: 20
+                    }
+                }]
+            },
+            hover: {
+                animationDuration: 1
+            },
+            animation: {
+                duration: 1,
+                onComplete: function () {
+                    var chartInstance = this.chart,
+                        ctx = chartInstance.ctx;
+                    ctx.font = Chart.helpers.fontString(Chart.defaults.global.defaultFontSize, Chart.defaults.global.defaultFontStyle, Chart.defaults.global.defaultFontFamily);
+                    ctx.textAlign = 'center';
+                    ctx.textBaseline = 'bottom';
+
+                    this.data.datasets.forEach(function (dataset, i) {
+                        var meta = chartInstance.controller.getDatasetMeta(i);
+                        meta.data.forEach(function (bar, index) {
+                            var data = dataset.data[index];
+                            ctx.fillText(data, bar._model.x, bar._model.y - 5);
+                        });
+                    });
+                }
+            }
+        };
+
+        visit_count_data = <%=raw @visit_count_data.to_json %>;
+
+        //条形图
+        var ctx = document.getElementById('visit_myChart').getContext("2d");
+        var visit_myChart = new Chart(ctx, {
+            type: 'bar',
+            data: visit_count_data,
+            options: options
+        });
+
+        //重置按钮
+        form.on('submit(reset_visit_search)', function () {
+            form.val('search_visit_form', {
+                sort_by: ""
+            });
+            visit_type_select.setValue([]);
+            user_name_select.setValue([]);
+            return false;
+        });
+
+        //渲染表格
+        function renderTable(visit_count_data) {
+            var labels = [];
+            fields = [{field: 'col0', title: '', width:100}];
+            visit_count_data.labels.forEach(function (data, i) {
+                labels.push(data);
+                fields.push({field: 'col' + (i + 1), title: data, width: 100, align: 'center'})
+            });
+            var table_data = [];
+            visit_count_data.datasets.forEach(function (visit_data) {
+                var value = {};
+                value['col0'] = visit_data.label;
+                visit_data.data.forEach(function (v, i) {
+                    value['col' + (i + 1)] = v
+                });
+                table_data.push(value)
+            });
+            table.render({
+                elem: '#visit_table',
+                height: 230,
+                limit: 1000,
+                page: false,
+                data: table_data,
+                cols: [fields]
+            });
+        }
+
+        renderTable(visit_count_data);
+        form.render();
+
+        //搜索监听
+        form.on("submit(search_visit)", function(data) {
+            var layer_index = layer.load(0, {shade: [0.1, '#fff']});
+            var visit_type_value = [];
+            if (document.getElementById('visit_type')) {
+                visit_type_select.getValue().forEach(function (d) {
+                    visit_type_value.push(d.value)
+                })
+            }
+            data.field.visit_type = visit_type_value.join(",");
+            Rails.ajax({
+                url: '/missions/sale_trends/visit_analysis',
+                type: 'GET',
+                dataType: "json",
+                data: $.param(data.field, true),
+                success: function (res) {
+                    visit_myChart.data.datasets = res.data.datasets;
+                    visit_myChart.data.labels = res.data.labels;
+                    visit_myChart.update();
+                    renderTable(res.data);
+                    layer.close(layer_index);
+
+                }
+            });
+            return false;
+        });
+    });
+</script>
+
+
+
+
+
+
+
+
+
+
+

data/app/views/educode_sales/sale_trends/trends.html.erb

@@ -7,6 +7,7 @@
     <li class="">销售人员跟进分析</li>
     <li class="">中标预测图</li>
     <li class="">用户分析</li>
+    <li class="">拜访分析</li>
   </ul>
   <div class="layui-tab-content">
     <div class="layui-tab-item layui-show">
@@ -238,6 +239,9 @@
     <div class="layui-tab-item">
       <div id="page_7"></div>
     </div>
+    <div class="layui-tab-item">
+      <div id="page_8"></div>
+    </div>
   </div>
 </div>
 
@@ -264,6 +268,8 @@
                 loadPage('/missions/sale_trends/goal_forecast')
             } else if (data.index == 6 && $("#tab_7").length == 0) {
                 loadPage('/missions/sale_trends/user_stat')
+            } else if (data.index == 7 && $("#tab_8").length == 0) {
+                loadPage('/missions/sale_trends/visit_analysis')
             }
         });
 

data/app/views/educode_sales/sale_trends/visit_analysis.js.erb

@@ -0,0 +1 @@
+$("#page_8").html("<%= j render 'visit_analysis' %>");

data/config/routes.rb

@@ -173,6 +173,7 @@ EducodeSales::Engine.routes.draw do
       get :sales_followup_analysis
       get :goal_forecast
       get :user_stat
+      get :visit_analysis
     end
   end
 

data/lib/educode_sales/version.rb

@@ -1,3 +1,3 @@
 module EducodeSales
-  VERSION = '1.10.22'
+  VERSION = '1.10.23'
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: educode_sales
 version: !ruby/object:Gem::Version
-  version: 1.10.22
+  version: 1.10.23
 platform: ruby
 authors:
 - anke1460
@@ -574,6 +574,7 @@ files:
 - app/views/educode_sales/sale_trends/_sales_analysis.html.erb
 - app/views/educode_sales/sale_trends/_sales_followup_analysis.html.erb
 - app/views/educode_sales/sale_trends/_user_stat.html.erb
+- app/views/educode_sales/sale_trends/_visit_analysis.html.erb
 - app/views/educode_sales/sale_trends/business_area.js.erb
 - app/views/educode_sales/sale_trends/business_followup_analysis.js.erb
 - app/views/educode_sales/sale_trends/goal_forecast.js.erb
@@ -583,6 +584,7 @@ files:
 - app/views/educode_sales/sale_trends/trends.html.erb
 - app/views/educode_sales/sale_trends/trends.json.jbuilder
 - app/views/educode_sales/sale_trends/user_stat.js.erb
+- app/views/educode_sales/sale_trends/visit_analysis.js.erb
 - app/views/educode_sales/sales/index.html.erb
 - app/views/educode_sales/sales/index.json.jbuilder
 - app/views/educode_sales/sales/operations.html.erb