educode_sales 1.10.23 → 1.10.25
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- checksums.yaml +4 -4
- data/app/controllers/educode_sales/businesses_controller.rb +13 -0
- data/app/controllers/educode_sales/contracts_controller.rb +55 -0
- data/app/controllers/educode_sales/follow_ups_controller.rb +34 -0
- data/app/controllers/educode_sales/idea_follows_controller.rb +146 -0
- data/app/controllers/educode_sales/ideas_controller.rb +37 -0
- data/app/controllers/educode_sales/money_plan_records_controller.rb +14 -10
- data/app/controllers/educode_sales/money_plans_controller.rb +5 -3
- data/app/controllers/educode_sales/plans_controller.rb +28 -5
- data/app/helpers/educode_sales/sale_trends_helper.rb +11 -1
- data/app/models/educode_sales/common.rb +3 -1
- data/app/models/educode_sales/money_plan_claim.rb +1 -1
- data/app/models/educode_sales/permission.rb +2 -1
- data/app/models/educode_sales/sale_plan.rb +2 -0
- data/app/views/educode_sales/businesses/index.html.erb +123 -80
- data/app/views/educode_sales/ideas/_follows.html.erb +3 -2
- data/app/views/educode_sales/ideas/_index.html.erb +37 -7
- data/app/views/educode_sales/ideas/edit_follow_record.html.erb +67 -49
- data/app/views/educode_sales/ideas/follow_list.html.erb +252 -0
- data/app/views/educode_sales/ideas/follow_list.json.jbuilder +16 -0
- data/app/views/educode_sales/ideas/follow_ups.json.jbuilder +2 -1
- data/app/views/educode_sales/ideas/index.json.jbuilder +1 -0
- data/app/views/educode_sales/ideas/new_follow_up.html.erb +2 -0
- data/app/views/educode_sales/ideas/show_follow.html.erb +72 -491
- data/app/views/educode_sales/money_plans/index.json.jbuilder +4 -4
- data/app/views/educode_sales/plans/_monthPlan.html.erb +5 -0
- data/app/views/educode_sales/plans/_weekPlan.html.erb +5 -0
- data/app/views/educode_sales/plans/_yearPlan.html.erb +4 -4
- data/app/views/educode_sales/plans/edit_month.html.erb +6 -0
- data/app/views/educode_sales/plans/edit_week.html.erb +6 -0
- data/app/views/educode_sales/plans/index.json.jbuilder +1 -0
- data/app/views/educode_sales/plans/new_month.html.erb +14 -0
- data/app/views/educode_sales/plans/new_week.html.erb +14 -0
- data/config/routes.rb +4 -0
- data/db/migrate/20230629130033_add_clazz_to_money_plans.rb +6 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +6 -2
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<%= Gon::Base.render_data %>
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<div class="layui-form layuimini-form" id='myDiv'>
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<div class="layui-form-item" style="padding: 25px">
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<div class="layui-row">
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<h2 style="padding-left: 25px">跟进</h2>
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</div>
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<div class="layui-row" style="padding-top: 15px">
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<div class="layui-col-md6">
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<labeL class="layui-form-label required">销售经理:</labeL>
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<div class="layui-input-block">
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<div id="new_sale_staff_id_show_follow"></div>
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</div>
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</div>
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<div class="layui-col-md6">
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<labeL class="layui-form-label">方案经理:</labeL>
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<div class="layui-input-block">
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<div id="new_idea_staff_id_show_follow"></div>
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</div>
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</div>
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</div>
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<div class="layui-row" style="padding-top: 15px">
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<div class="layui-col-md6">
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<labeL class="layui-form-label">预算:</labeL>
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<div class="layui-input-block">
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<input type="number" name="money" autocomplete="off" placeholder="请输入硬件规模" value="<%= @idea_follow&.money %>" class="layui-input">
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</div>
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</div>
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<div class="layui-col-md6">
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<labeL class="layui-form-label">状态:</labeL>
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<div class="layui-input-block">
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<%= select_tag "status", options_for_select(EducodeSales::IdeaFollow.statuses.keys, @idea_follow&.status), { 'lay-filter': 'status', include_blank: false } %>
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</div>
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</div>
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</div>
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<div class="layui-row" style="padding-top: 15px">
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<labeL class="layui-form-label">团队建议:</labeL>
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<div class="layui-input-block">
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<textarea name="content" placeholder="团队建议" class="layui-textarea"><%= @idea_follow&.content.to_s %></textarea>
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</div>
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</div>
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<div class="layui-row" style="padding-top: 15px">
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<labeL class="layui-form-label">最新进展:</labeL>
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<div class="layui-input-block">
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<textarea name="content" placeholder="团队建议" class="layui-textarea"><%= @idea_follow&.content.to_s %></textarea>
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</div>
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</div>
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<div class="layui-row" style="padding-top: 30px; float: left">
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<div class="layui-input-block">
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</div>
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</div>
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</div>
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</script>
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<div class="z-index">
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<table class="layui-hide" id="sale_plan_follow_table" lay-filter="sale_plan_follow_table"></table>
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</div>
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<script type="text/html" id="currentTableBar_follow">
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<% if can? :read, EducodeSales::TeacherFollow %>
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<a class="layui-btn layui-btn-normal layui-btn-xs data-count-edit" lay-event="show">查看</a>
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<% end %>
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{{# if(d.is_latest){ }}
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<% if can? :update, EducodeSales::TeacherFollow %>
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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? :destroy, EducodeSales::TeacherFollow %>
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<a class="layui-btn layui-btn-xs layui-btn-danger data-count-delete" lay-event="delete">删除</a>
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<% end %>
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{{# } }}
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</script>
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<script>
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layui.use(['form', 'table', 'miniPage', 'element'], 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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table = layui.table;
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table.render({
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elem: '#sale_plan_follow_table',
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url: '/missions/teachers/show_follow?id=' + parent.id ,
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toolbar: '#toolbarDemo_follow',
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defaultToolbar: ['filter'],
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cols: [
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[
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{
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field: 'id',
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width: 60,
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title:'序号',type: 'numbers',
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},
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{
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field: 'time',
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width: 120,
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title: '时间',
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sort: true
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},
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{
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field: 'teacher_attitude',
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width: 100,
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title: '教师态度',
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},
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{
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field: 'contact',
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width: 100,
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title: '跟进手段',
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// templet: '#showchance'
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},
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{
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field: 'course_plan',
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width: 100,
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title: '开课计划',
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// templet: '#add_keys'
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},
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field: 'course_build',
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width: 100,
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title: '课堂建设',
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},
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{
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field: 'content',
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width: 200,
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title: '跟进小结',
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},
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{
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field: 'students_count',
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width: 120,
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title: '当前学生',
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},
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{
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field: 'courses_count',
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width: 100,
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title: '课堂',
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},
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{
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field: 'evaluates_count',
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width: 100,
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title: '评测次数',
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},
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{
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field: 'course_shixuns_count',
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width: 100,
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title: '使用项目',
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},
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{
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field: 'shixuns_count',
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width: 100,
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title: '创建项目',
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},
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{
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field: 'staff',
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width: 100,
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title: '跟进人',
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},
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{
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title: '操作',
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minWidth: 190,
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toolbar: '#currentTableBar_follow',
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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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page: true,
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skin: 'line'
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});
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/**
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* toolbar事件监听
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*/
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table.on('toolbar(sale_plan_follow_table)', function (obj) {
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if (obj.event === 'add') { // 监听添加操作
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var content = miniPage.getHrefContent('/missions/teachers/new_follow_record?id=' +parent.id);
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var openWH = miniPage.getOpenWidthHeight();
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sale_plan_index = layer.open({
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title: '添加教师跟进记录',
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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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// 重新渲染弹层中的下拉选择框select
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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(index);
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});
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}
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});
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table.on('tool(sale_plan_follow_table)', function (obj) {
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var data = obj.data;
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var id = data.id
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if (obj.event === 'delete') {
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layer.confirm('确定删除ID为' + data.id + "的跟进记录", function (index) {
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request.authDelete("missions/teacher_follows/" + data.id, {}, function() {
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obj.del();
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layer.close(index);
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parent.table.reload('sale_plan_follow_table')
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parent.table.reload('teachers_table')
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parent.table.reload('weekPlanTable1')
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parent.table.reload('monthPlanTable')
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})
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});
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} else if (obj.event === 'show') { // 监听添加操作
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var content = miniPage.getHrefContent('/missions/teachers/show_follow_record?id=' + id);
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var openWH = miniPage.getOpenWidthHeight();
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sale_plan_index1 = layer.open({
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title: '查看教师跟进记录',
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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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// 重新渲染弹层中的下拉选择框select
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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(index);
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});
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} else if (obj.event === 'edit') {
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content = miniPage.getHrefContent('/missions/teachers/edit_follow_record?id='+ obj.data.id);
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openWH = miniPage.getOpenWidthHeight();
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edit_index1 = layer.open({
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title: '编辑教师跟进记录',
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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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// 重新渲染弹层中的下拉选择框select
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form.render('select');
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}
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});
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$(window).on("resize", function () {
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layer.full(index);
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});
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} else if (obj.event === 'add_keys') { // 监听添加操作
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content = miniPage.getHrefContent('/missions/businesses/add_keys');
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openWH = miniPage.getOpenWidthHeight();
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index = layer.open({
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title: '关键人',
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type: 1,
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shade: 0.2,
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maxmin: true,
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shadeClose: true,
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area: [openWH[0] + 'px', openWH[1] + 'px'],
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offset: [openWH[2] + 'px', openWH[3] + 'px'],
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content: content,
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success: function (layero, index) {
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// 重新渲染弹层中的下拉选择框select
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form.render('select');
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}
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});
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$(window).on("resize", function () {
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layer.full(index);
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});
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} else if (obj.event === 'edit_plan') {
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layui.use(['form', 'table', 'upload', 'layer', 'laytpl', 'request', 'laydate'], function () {
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},
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{
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},
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{
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field: 'weekly',
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title: '周次'
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},
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{
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field: 'content',
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},
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{
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field: 'finish_rate',
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title: '完成率',
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},
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{
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field: 'updated_at',
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width: 190,
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title: '更新时间',
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},
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{
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title: '操作',
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toolbar: '#currentTableBar1234',
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align: "center"
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}
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]
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],
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page: true,
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skin: 'line'
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});
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|
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// 监听搜索操作
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|
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form.on('submit(data-search-btn)', function (data) {
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var result = JSON.stringify(data.field);
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|
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layer.alert(result, {
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title: '最终的搜索信息'
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|
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});
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|
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//执行搜索重载
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|
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table.reload('currentTableId', {
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|
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page: {
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|
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curr: 1
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},
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|
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where: {
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|
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searchParams: result
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|
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}
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|
-
}, 'data');
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|
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|
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return false;
|
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367
|
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});
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|
-
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|
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/**
|
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370
|
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* toolbar事件监听
|
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|
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*/
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|
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table.on('toolbar(unfinish_table)', function (obj) {
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|
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if (obj.event === 'addWeekPlan') { // 监听添加操作
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|
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|
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|
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var content = miniPage.getHrefContent('/missions/operation_plans/new_week');
|
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|
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var openWH = miniPage.getOpenWidthHeight();
|
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377
|
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var index = layer.open({
|
|
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|
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title: '添加周计划',
|
|
379
|
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type: 1,
|
|
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|
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shade: 0.2,
|
|
381
|
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maxmin: true,
|
|
382
|
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shadeClose: true,
|
|
383
|
-
area: [openWH[0] + 'px', openWH[1] + 'px'],
|
|
384
|
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offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
|
385
|
-
content: content,
|
|
386
|
-
success: function (layero, index) {
|
|
387
|
-
// 重新渲染弹层中的下拉选择框select
|
|
388
|
-
form.render('select');
|
|
389
|
-
}
|
|
390
|
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});
|
|
391
|
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$(window).on("resize", function () {
|
|
392
|
-
layer.full(index);
|
|
393
|
-
});
|
|
394
|
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} else if (obj.event === 'addMonthPlan') { // 监听添加操作
|
|
395
|
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var content = miniPage.getHrefContent('/missions/operation_plans/new_month')
|
|
396
|
-
var openWH = miniPage.getOpenWidthHeight();
|
|
397
|
-
var index = layer.open({
|
|
398
|
-
title: '添加月计划',
|
|
399
|
-
type: 1,
|
|
400
|
-
shade: 0.2,
|
|
401
|
-
maxmin: true,
|
|
402
|
-
shadeClose: true,
|
|
403
|
-
area: [openWH[0] + 'px', openWH[1] + 'px'],
|
|
404
|
-
offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
|
405
|
-
content: content,
|
|
406
|
-
success: function (layero, index) {
|
|
407
|
-
// 重新渲染弹层中的下拉选择框select
|
|
408
|
-
form.render('select');
|
|
409
|
-
}
|
|
410
|
-
});
|
|
411
|
-
$(window).on("resize", function () {
|
|
412
|
-
layer.full(index);
|
|
413
|
-
});
|
|
414
|
-
} else if (obj.event === 'delete') { // 监听删除操作
|
|
415
|
-
var checkStatus = table.checkStatus('currentTableId'),
|
|
416
|
-
data = checkStatus.data;
|
|
417
|
-
layer.alert(JSON.stringify(data));
|
|
418
|
-
}
|
|
419
|
-
});
|
|
420
|
-
|
|
421
|
-
//监听表格复选框选择
|
|
422
|
-
table.on('checkbox(unfinish_table)', function (obj) {
|
|
423
|
-
console.log(obj)
|
|
424
|
-
});
|
|
425
|
-
|
|
426
|
-
table.on('tool(unfinish_table)', function (obj) {
|
|
427
|
-
var data = obj.data;
|
|
428
|
-
var id = data.id
|
|
429
|
-
if (obj.event === 'delete') {
|
|
430
|
-
layer.confirm('确定删除ID为' + data.id + "的计划", function (index) {
|
|
431
|
-
request.authDelete("missions/operation_plans/" + data.id, {}, function() {
|
|
432
|
-
obj.del();
|
|
433
|
-
layer.close(index);
|
|
434
|
-
})
|
|
435
|
-
|
|
436
|
-
});
|
|
437
|
-
} else if (obj.event === 'show') {
|
|
438
|
-
content = miniPage.getHrefContent('/missions/operation_plans/show_week?id=' + data.id);
|
|
439
|
-
openWH = miniPage.getOpenWidthHeight();
|
|
440
|
-
index = layer.open({
|
|
441
|
-
title: '查看计划',
|
|
442
|
-
type: 1,
|
|
443
|
-
shade: 0.2,
|
|
444
|
-
maxmin: true,
|
|
445
|
-
shadeClose: true,
|
|
446
|
-
area: [openWH[0] + 'px', openWH[1] + 'px'],
|
|
447
|
-
offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
|
448
|
-
content: content
|
|
449
|
-
});
|
|
450
|
-
$(window).on("resize", function () {
|
|
451
|
-
layer.full(index);
|
|
452
|
-
});
|
|
453
|
-
return false;
|
|
454
|
-
} else if (obj.event === 'edit') {
|
|
455
|
-
content = miniPage.getHrefContent('/missions/operation_plans/edit_week?id=' + data.id);
|
|
456
|
-
openWH = miniPage.getOpenWidthHeight();
|
|
457
|
-
index10 = layer.open({
|
|
458
|
-
title: '编辑',
|
|
459
|
-
type: 1,
|
|
460
|
-
shade: 0.2,
|
|
461
|
-
maxmin: true,
|
|
462
|
-
shadeClose: true,
|
|
463
|
-
area: [openWH[0] + 'px', openWH[1] + 'px'],
|
|
464
|
-
offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
|
465
|
-
content: content,
|
|
466
|
-
success: function (layero, index) {
|
|
467
|
-
// 重新渲染弹层中的下拉选择框select
|
|
468
|
-
form.render('select');
|
|
469
|
-
},
|
|
470
|
-
});
|
|
471
|
-
$(window).on("resize", function () {
|
|
472
|
-
layer.full(sindex);
|
|
473
|
-
});
|
|
474
|
-
return false;
|
|
475
|
-
} else if (obj.event === 'show_follow') {
|
|
476
|
-
content = miniPage.getHrefContent('/missions/teachers/show_follow');
|
|
477
|
-
openWH = miniPage.getOpenWidthHeight();
|
|
478
|
-
index = layer.open({
|
|
479
|
-
title: 'xxxx/跟进记录',
|
|
480
|
-
type: 1,
|
|
481
|
-
shade: 0.2,
|
|
482
|
-
maxmin: true,
|
|
483
|
-
shadeClose: true,
|
|
484
|
-
area: [openWH[0] + 'px', openWH[1] + 'px'],
|
|
485
|
-
offset: [openWH[2] + 'px', openWH[3] + 'px'],
|
|
486
|
-
content: content,
|
|
487
|
-
success: function (layero, index) {
|
|
488
|
-
// 重新渲染弹层中的下拉选择框select
|
|
489
|
-
// form.render('select');
|
|
490
|
-
}
|
|
491
|
-
});
|
|
492
|
-
$(window).on("resize", function () {
|
|
493
|
-
layer.full(index);
|
|
494
|
-
});
|
|
495
|
-
}
|
|
496
|
-
});
|
|
497
|
-
|
|
64
|
+
laydate = layui.laydate,
|
|
65
|
+
$ = layui.$;
|
|
66
|
+
form.render();
|
|
67
|
+
var staff_list = xmSelect.render({
|
|
68
|
+
el: '#new_idea_staff_id_show_follow',
|
|
69
|
+
data: gon.idea_staffs,
|
|
70
|
+
filterable: true,
|
|
71
|
+
radio: true,
|
|
72
|
+
})
|
|
73
|
+
var sale_staff_list = xmSelect.render({
|
|
74
|
+
el: '#new_sale_staff_id_show_follow',
|
|
75
|
+
data: gon.sale_staffs,
|
|
76
|
+
filterable: true,
|
|
77
|
+
radio: true,
|
|
78
|
+
})
|
|
498
79
|
});
|
|
499
80
|
</script>
|
|
500
81
|
<style>
|
|
501
|
-
|
|
502
|
-
|
|
82
|
+
#myDiv {
|
|
83
|
+
pointer-events: none;
|
|
503
84
|
}
|
|
504
|
-
</style>
|
|
85
|
+
</style>
|
|
@@ -34,8 +34,8 @@ json.data do
|
|
|
34
34
|
end
|
|
35
35
|
json.claim_num d['claim_num']
|
|
36
36
|
|
|
37
|
-
json.return_money d['return_money'] || 0
|
|
38
|
-
json.residue_money (d.amount - d['return_money'].to_f) > 0 ? d.amount - d['return_money'].to_f : 0
|
|
37
|
+
json.return_money (d['return_money'] || 0).round(6)
|
|
38
|
+
json.residue_money ((d.amount - d['return_money'].to_f) > 0 ? d.amount - d['return_money'].to_f : 0).round(6)
|
|
39
39
|
if d['claim_num'] > 0
|
|
40
40
|
json.accounts_state ''
|
|
41
41
|
else
|
|
@@ -53,10 +53,10 @@ json.data do
|
|
|
53
53
|
when '已开票'
|
|
54
54
|
json.accounts_state '开票应收款'
|
|
55
55
|
end
|
|
56
|
-
|
|
56
|
+
|
|
57
57
|
end
|
|
58
58
|
json.created_at d.created_at.to_s
|
|
59
|
-
|
|
59
|
+
|
|
60
60
|
end
|
|
61
61
|
end
|
|
62
62
|
|
|
@@ -23,9 +23,9 @@
|
|
|
23
23
|
</div>
|
|
24
24
|
</div>
|
|
25
25
|
<div class="layui-inline">
|
|
26
|
-
<button type="reseet" class="layui-btn layui-btn-primary" lay-submit lay-filter="
|
|
26
|
+
<button type="reseet" class="layui-btn layui-btn-primary" lay-submit lay-filter="year_plan_reset_btn">重置
|
|
27
27
|
</button>
|
|
28
|
-
<button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="
|
|
28
|
+
<button type="submit" class="layui-btn layui-btn-primary" lay-submit lay-filter="year_plan_seach_btn">检索
|
|
29
29
|
</button>
|
|
30
30
|
</div>
|
|
31
31
|
</div>
|
|
@@ -149,7 +149,7 @@
|
|
|
149
149
|
})
|
|
150
150
|
|
|
151
151
|
// 监听搜索操作
|
|
152
|
-
form.on('submit(
|
|
152
|
+
form.on('submit(year_plan_seach_btn)', function (data) {
|
|
153
153
|
search = data.field
|
|
154
154
|
table.reload('yearPlanTable', {
|
|
155
155
|
page: {
|
|
@@ -161,7 +161,7 @@
|
|
|
161
161
|
return false;
|
|
162
162
|
});
|
|
163
163
|
|
|
164
|
-
form.on('submit(
|
|
164
|
+
form.on('submit(year_plan_reset_btn)', function(data){
|
|
165
165
|
var field = data.field;
|
|
166
166
|
form.val('month_plan_search_form', { staff_id: '', year: '', month: '', year: ''})
|
|
167
167
|
return false;
|
|
@@ -6,6 +6,12 @@
|
|
|
6
6
|
<input type="text" class="layui-input" id="edit_month_plan_month" autocomplete="off" name="month">
|
|
7
7
|
</div>
|
|
8
8
|
</div>
|
|
9
|
+
<div class="layui-inline">
|
|
10
|
+
<label class="layui-form-label required">计划类型</label>
|
|
11
|
+
<div class="layui-input-inline">
|
|
12
|
+
<%= select_tag "common_id", options_for_select(@commons, @sale_plan.common_id), class: 'required' %>
|
|
13
|
+
</div>
|
|
14
|
+
</div>
|
|
9
15
|
<div class="layui-inline">
|
|
10
16
|
<label class="layui-form-label required">商机</label>
|
|
11
17
|
<div class="layui-input-inline" style="width: 500px">
|