educode_sales 0.7.4 → 0.7.5
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/app/assets/images/educode_sales/assessment.png +0 -0
- data/app/controllers/educode_sales/assessments_controller.rb +490 -0
- data/app/controllers/educode_sales/businesses_controller.rb +2 -3
- data/app/controllers/educode_sales/customers_controller.rb +3 -0
- data/app/controllers/educode_sales/home_controller.rb +4 -3
- data/app/controllers/educode_sales/money_plans_controller.rb +2 -0
- data/app/controllers/educode_sales/plans_controller.rb +1 -0
- data/app/controllers/educode_sales/roles_controller.rb +4 -1
- data/app/controllers/educode_sales/sessions_controller.rb +2 -1
- data/app/helpers/educode_sales/application_helper.rb +61 -0
- data/app/helpers/educode_sales/assessments_help.rb +52 -0
- data/app/models/educode_sales/assessments_setting.rb +28 -0
- data/app/models/educode_sales/business.rb +2 -1
- data/app/models/educode_sales/follow_up.rb +1 -1
- data/app/models/educode_sales/money_plan.rb +1 -0
- data/app/models/educode_sales/permission.rb +2 -1
- data/app/models/educode_sales/role_area.rb +2 -1
- data/app/views/educode_sales/assessments/_progress.html.erb +433 -0
- data/app/views/educode_sales/assessments/_setup.html.erb +331 -0
- data/app/views/educode_sales/assessments/edit.html.erb +238 -0
- data/app/views/educode_sales/assessments/get_export_data.json.jbuilder +197 -0
- data/app/views/educode_sales/assessments/index.html.erb +63 -0
- data/app/views/educode_sales/assessments/index.json.jbuilder +26 -0
- data/app/views/educode_sales/assessments/new.html.erb +310 -0
- data/app/views/educode_sales/assessments/progress.json.jbuilder +372 -0
- data/app/views/educode_sales/businesses/index.html.erb +1 -1
- data/app/views/educode_sales/businesses/new_follow_record.html.erb +8 -8
- data/app/views/educode_sales/places/index.html.erb +5 -3
- data/app/views/educode_sales/plans/_monthPlan.html.erb +3 -1
- data/app/views/educode_sales/plans/new_month.html.erb +2 -0
- data/app/views/educode_sales/plans/new_week.html.erb +5 -1
- data/app/views/educode_sales/roles/edit.html.erb +26 -18
- data/app/views/educode_sales/sale_reports/index.json.jbuilder +1 -0
- data/app/views/layouts/educode_sales/application.html.erb +12 -12
- data/app/views/layouts/educode_sales/login.html.erb +1 -1
- data/config/routes.rb +11 -0
- data/db/migrate/20210902064109_create_educode_sales_role_permissions.rb +9 -1
- data/db/migrate/20220402020233_create_educode_sales_assessments_settings.rb +27 -0
- data/db/migrate/20220411021641_add_new_column_assessments_settings.rb +20 -0
- data/db/migrate/20220413090940_add_september_progress_to_assessment_settings.rb +5 -0
- data/lib/educode_sales/version.rb +1 -1
- metadata +17 -2
checksums.yaml
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metadata.gz:
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metadata.gz: 3d682317c15b09667c1c6c61d293b8d2c03e8c2af55cd08502e135eaab348a88
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data.tar.gz: 5b577be152af9d51e88abe6e22b2e638b1c376322da24ac615aca52695793466
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metadata.gz: c07c678f2c6303fcfe4f20990e0c247846da3af1b3d54fb636c0da49cf59ad343987b6c6bfd099851ea5509f3e65981b71e50dda4ae7da05953fdbeefea58c78
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data.tar.gz: ce2c311b7965b947e07089ec32883c036ab04e92e2bb96953e7818b80ac8c6f32a6f96e17284d21466d2cfce3666c141b3c7624c821299d7fae564fee819aaf2
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require_dependency "educode_sales/application_controller"
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module EducodeSales
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class AssessmentsController < ApplicationController
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def index
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respond_to do |format|
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format.html do
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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@staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]} # [[], [], ............]
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# 导出
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gon.export_menus = []
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gon.export_menus << { title: '导出到Csv文件', event: 'export_csv' }
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gon.export_menus << { title: '导出到Excel文件', event: 'export_excel' }
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end
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format.json do
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p '--------------------------admin'
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p @current_admin
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p '----------------admin'
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@assessments = AssessmentsSetting.all
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@year = params[:q].present? && params[:q][:assessment_year].present? ? params[:q][:assessment_year]:'2022'
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@assessments_id = params[:q].present? && params[:q][:assessment_id].present? ? params[:q][:assessment_id]: '1'
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@assessments = @assessments.where("assessment_year >= ? and assessment_year <= ?", "#{@year}-01-01 00:00:00".to_date, "#{@year}-12-31 23:59:00".to_date)
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@assessments = @assessments.where(assessment: @assessments_id).order("id desc")
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if params[:q].present? && params[:q][:staff_id].present?
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@assessments = @assessments.where(staff_id: params[:q][:staff_id]).order("id desc")
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end
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# 对数据进行分页 默认为page=1 limit=10
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# @assessments = @assessments.order("id desc").page(params[:page]).per(params[:limit])
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end
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end
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end
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# 新增
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def create
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ActiveRecord::Base.transaction do
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demo = AssessmentsSetting.new(params_create)
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demo.user_id = current_user.user_id
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demo.assessment_year = "#{params[:assessment_year]}-01-01"
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demo.save
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p demo.assessment_year,'ok'
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end
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render_success
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end
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def new
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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@staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]} # [[], [], ............]
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# do something
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# @staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]}
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render layout: false
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end
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#编辑
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def edit
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@assessment = AssessmentsSetting.find_by(id: params[:id])
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@username = @assessment.staff.user.real_name
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@year = @assessment.assessment_year.to_s[0..3]
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case @assessment.assessment
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when "1"
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@assessment_name = "签单金额"
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when "2"
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@assessment_name = "回款金额"
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when "3"
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@assessment_name = "拜访量"
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when "4"
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@assessment_name = "新增商机数"
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end
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render layout: false
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end
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# 根新数据
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def update
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@assessment = AssessmentsSetting.find_by(id: params[:id])
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@assessment.update_attributes(params_update)
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render_success
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end
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# 删除接口
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def destroy
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begin
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assessment = AssessmentsSetting.find(params[:id])
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assessment.destroy
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render_success
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rescue ActiveRecord::DeleteRestrictionError => e
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render_failure '渠道下已有关联数据产生，暂不能删除'
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end
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end
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# 导出数据
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def get_export_data
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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@staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
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@assessment_id = params[:assessment_id].present? ? params[:assessment_id]:'1'
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@assessment_year = params[:assessment_year] ? params[:assessment_year] : '2022'
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@assessments =AssessmentsSetting.where(assessment: @assessment_id).
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where("assessment_year >= ? and assessment_year <= ?", "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:00".to_date)
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if params[:staff_id].present?
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@assessment = @assessments.where(staff_id: params[:staff_id]).order("id desc").first
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progress_main
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else
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# @assessments = @assessments.where(staff_id: @staff_ids) 注意 这样写有问题
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@staff_ids.each do |s|
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@assessment = @assessments.where(staff_id: s).order("id desc").first
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progress_main
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end
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end
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# 在从新获取一下 统计后的所有assessment_setting数据
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@assessments = AssessmentsSetting.where(assessment: @assessment_id).
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where("assessment_year >= ? and assessment_year <= ?", "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:00".to_date)
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@assessments = params[:staff_id].present? ? @assessments.where(staff_id: params[:staff_id]).order("id desc"):
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@assessments.order("id desc")
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end
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# 增加导出记录
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def add_export_records
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end
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# todo 可以增加一个字段(用户判断assessment_setting表中的某一数据是否在一定条件下为最新数据
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# todo 在统计数据时 可以通过该字段 获取最新的数据 并统计 当比之前写的大大降低的代码的重复量 ，并且提高了数据库的性能)----注意 如果增加该字段后 在对某条数据进行操作时，要实施更新该条数据的该字段
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# 考核完成情况
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def progress
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common = Common.find_by(clazz: 'staff_type', name: '销售')
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@staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
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@assessment_id = params[:q].present? && params[:q][:assessment_id].present? ? params[:q][:assessment_id]:'1'
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@assessment_year = params[:q].present? && params[:q][:assessment_year] ? params[:q][:assessment_year] : '2022'
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@assessments =AssessmentsSetting.where(assessment: @assessment_id).
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where("assessment_year >= ? and assessment_year <= ?", "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:00".to_date)
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if params[:q].present? && params[:q][:staff_id].present?
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@assessment = @assessments.where(staff_id: params[:q][:staff_id]).order("id desc").first
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progress_main
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else
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# @assessments = @assessments.where(staff_id: @staff_ids) 注意 这样写有问题
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@staff_ids.each do |s|
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@assessment = @assessments.where(staff_id: s).order("id desc").first
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progress_main
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end
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end
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# 在从新获取一下 统计后的所有assessment_setting数据
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@assessments = AssessmentsSetting.where(assessment: @assessment_id).
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where("assessment_year >= ? and assessment_year <= ?", "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:00".to_date)
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@assessments = params[:q].present? && params[:q][:staff_id].present? ? @assessments.where(staff_id: params[:q][:staff_id]).order("id desc"):
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@assessments.order("id desc")
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end
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# todo 主方法 统计用户的数据
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def progress_main
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if @assessment.present?
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a = []
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case @assessment_id
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when '1' # 签单金额
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busniness_jurisdiction
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signed_amount(a)
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when '2' # 回款金额
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collection_amount(a)
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when '3' # 拜访量
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visits
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school_ids = EducodeSales::CustomerExtension.where(customer_staff_id: @staff_id).pluck(:school_id)
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@customers = @customers.where(id: school_ids)
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busniness_visits(a) # 商机拜访量
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customer_visits(a) # 客户拜访量
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when '4' # 新增商机数
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busniness_jurisdiction
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busniness_add(a)
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end
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update_assessments_progress(a)
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else
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# render layout:false
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end
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end
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# 签单金额
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def signed_amount(a)
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# 过滤x类商机
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ids = Common.where(extras: %w[a_class b_class c_class d_claass e_class o_class]).pluck(:id)
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@businesses = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?) ",ids)
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# 得到最新阶段为已签单商机
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s_stage_ids = Common.where(clazz: '商机阶段', name: ['已签单','已验收','回款中', '服务中','已结束']).pluck(:id)
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@businesses = @businesses.joins("
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JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id
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").where("educode_sales_follow_ups.stage_id IN (?)",s_stage_ids)
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# 得到指定staff的商机------------先暂时指定
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@businesses = @businesses.where(staff_id: @staff_id)
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# 对businesses each操作并 获取最新根新记录
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@businesses.each { |d| d
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@follow_ups = d.follow_ups.where.not(signed_date: nil).order("signed_date desc")
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if @follow_ups.first.present?
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signed_date = @follow_ups.first.signed_date.to_time || '1000-01-01 00:00:00'.to_time
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case signed_date.to_s[0..6]
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when "#{@assessment_year}-01"
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a[0] = a[0].to_i + @follow_ups.first.actual_amount.to_i
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when "#{@assessment_year}-02"
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a[1] = a[1].to_i + @follow_ups.first.actual_amount.to_i
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when "#{@assessment_year}-03"
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220
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+
a[2] = a[2].to_i + @follow_ups.first.actual_amount.to_i
|
|
221
|
+
when "#{@assessment_year}-04"
|
|
222
|
+
a[3] = a[3].to_i + @follow_ups.first.actual_amount.to_i
|
|
223
|
+
when "#{@assessment_year}-05"
|
|
224
|
+
a[4] = a[4].to_i + @follow_ups.first.actual_amount.to_i
|
|
225
|
+
when "#{@assessment_year}-06"
|
|
226
|
+
a[5] = a[5].to_i + @follow_ups.first.actual_amount.to_i
|
|
227
|
+
when "#{@assessment_year}-07"
|
|
228
|
+
a[6] = a[6].to_i + @follow_ups.first.actual_amount.to_i
|
|
229
|
+
when "#{@assessment_year}-08"
|
|
230
|
+
a[7] = a[7].to_i + @follow_ups.first.actual_amount.to_i
|
|
231
|
+
when "#{@assessment_year}-09"
|
|
232
|
+
a[8] = a[8].to_i + @follow_ups.first.actual_amount.to_i
|
|
233
|
+
when "#{@assessment_year}-10"
|
|
234
|
+
a[9] = a[9].to_i + @follow_ups.first.actual_amount.to_i
|
|
235
|
+
when "#{@assessment_year}-11"
|
|
236
|
+
a[10] = a[10].to_i + @follow_ups.first.actual_amount.to_i
|
|
237
|
+
when "#{@assessment_year}-12"
|
|
238
|
+
a[11] = a[11].to_i + @follow_ups.first.actual_amount.to_i
|
|
239
|
+
end
|
|
240
|
+
end
|
|
241
|
+
}
|
|
242
|
+
end
|
|
243
|
+
|
|
244
|
+
|
|
245
|
+
# 回款金额
|
|
246
|
+
def collection_amount(a)
|
|
247
|
+
follow_up_ids = Business.pluck(:last_follow_up_id)
|
|
248
|
+
if @current_admin.is_admin?
|
|
249
|
+
@money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids)
|
|
250
|
+
else
|
|
251
|
+
level = @current_admin.role.role_areas.find_by(clazz: '回款管理').level
|
|
252
|
+
case level
|
|
253
|
+
when '自己'
|
|
254
|
+
@money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids).where(staff_id: @current_admin.id)
|
|
255
|
+
when '区域'
|
|
256
|
+
a_ids = MoneyPlan.where(follow_up_id: follow_up_ids).where(staff_id: @current_admin.id).pluck(:follow_up_id)
|
|
257
|
+
school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
|
|
258
|
+
b_ids = Business.where(school_id: school_ids).pluck(:last_follow_up_id)
|
|
259
|
+
ids = a_ids + b_ids
|
|
260
|
+
@money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: ids)
|
|
261
|
+
else
|
|
262
|
+
@money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids)
|
|
263
|
+
end
|
|
264
|
+
end
|
|
265
|
+
# todo 1 :实际回款 0:计划回款 where(clazz: 1 OR 实际回款 ) 先把staff写死
|
|
266
|
+
@money_plans = @money_plans.where(clazz: 1).where.not(date_at: nil ).where(staff_id: @staff_id)
|
|
267
|
+
@money_plans.each do |d|
|
|
268
|
+
case d.date_at.to_s[0..6]
|
|
269
|
+
when "#{@assessment_year}-01"
|
|
270
|
+
a[0] = a[0].to_i + d.amount.to_i
|
|
271
|
+
when "#{@assessment_year}-02"
|
|
272
|
+
a[1] = a[1].to_i + d.amount.to_i
|
|
273
|
+
when "#{@assessment_year}-03"
|
|
274
|
+
a[2] = a[2].to_i + d.amount.to_i
|
|
275
|
+
when "#{@assessment_year}-04"
|
|
276
|
+
a[3] = a[3].to_i + d.amount.to_i
|
|
277
|
+
when "#{@assessment_year}-05"
|
|
278
|
+
a[4] = a[4].to_i + d.amount.to_i
|
|
279
|
+
when "#{@assessment_year}-06"
|
|
280
|
+
a[5] = a[5].to_i + d.amount.to_i
|
|
281
|
+
when "#{@assessment_year}-07"
|
|
282
|
+
a[6] = a[6].to_i + d.amount.to_i
|
|
283
|
+
when "#{@assessment_year}-08"
|
|
284
|
+
a[7] = a[7].to_i + d.amount.to_i
|
|
285
|
+
when "#{@assessment_year}-09"
|
|
286
|
+
a[8] = a[8].to_i + d.amount.to_i
|
|
287
|
+
when "#{@assessment_year}-10"
|
|
288
|
+
a[9] = a[9].to_i + d.amount.to_i
|
|
289
|
+
when "#{@assessment_year}-11"
|
|
290
|
+
a[10] = a[10].to_i + d.amount.to_i
|
|
291
|
+
when "#{@assessment_year}-12"
|
|
292
|
+
a[11] = a[11].to_i + d.amount.to_i
|
|
293
|
+
end
|
|
294
|
+
end
|
|
295
|
+
end
|
|
296
|
+
|
|
297
|
+
# 拜访量
|
|
298
|
+
def visits
|
|
299
|
+
if @current_admin.is_admin?
|
|
300
|
+
@customers = School.all
|
|
301
|
+
else
|
|
302
|
+
level = @current_admin.role.role_areas.find_by(clazz: '客户管理').level
|
|
303
|
+
case level
|
|
304
|
+
when '自己'
|
|
305
|
+
school_ids = CustomerExtension.where(customer_staff_id: @current_admin.id).pluck(:school_id)
|
|
306
|
+
@customers = School.where(id: school_ids)
|
|
307
|
+
when '区域'
|
|
308
|
+
a_school_ids = School.where(province: @current_admin.areas.pluck(:name)).ids
|
|
309
|
+
b_school_ids = CustomerExtension.where(customer_staff_id: @current_admin.id).pluck(:school_id)
|
|
310
|
+
school_ids = a_school_ids + b_school_ids + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
|
|
311
|
+
@customers = School.where(id: school_ids)
|
|
312
|
+
else
|
|
313
|
+
@customers = School.all
|
|
314
|
+
end
|
|
315
|
+
end
|
|
316
|
+
part_a_ids = CustomerFollow.all.pluck(:school_id)
|
|
317
|
+
part_b_ids = Business.where(id: EducodeSales::FollowUp.pluck(:business_id)).pluck(:school_id)
|
|
318
|
+
ids = part_a_ids + part_b_ids + CustomerAdd.all.pluck(:school_id)
|
|
319
|
+
@customers = @customers.where(id: ids)
|
|
320
|
+
end
|
|
321
|
+
|
|
322
|
+
# 客户拜访量
|
|
323
|
+
def customer_visits(a)
|
|
324
|
+
@customers.each do |d|
|
|
325
|
+
customer_follows = EducodeSales::CustomerFollow.where(school_id: d.id)
|
|
326
|
+
customer_follows.each do |f|
|
|
327
|
+
case f.created_at.to_time.to_s[0..6]
|
|
328
|
+
when "#{@assessment_year}-01"
|
|
329
|
+
a[0] = a[0].to_i + 1
|
|
330
|
+
when "#{@assessment_year}-02"
|
|
331
|
+
a[1] = a[1].to_i + 1
|
|
332
|
+
when "#{@assessment_year}-03"
|
|
333
|
+
a[2] = a[2].to_i + 1
|
|
334
|
+
when "#{@assessment_year}-04"
|
|
335
|
+
a[3] = a[3].to_i + 1
|
|
336
|
+
when "#{@assessment_year}-05"
|
|
337
|
+
a[4] = a[4].to_i + 1
|
|
338
|
+
when "#{@assessment_year}-06"
|
|
339
|
+
a[5] = a[5].to_i + 1
|
|
340
|
+
when "#{@assessment_year}-07"
|
|
341
|
+
a[6] = a[6].to_i + 1
|
|
342
|
+
when "#{@assessment_year}-08"
|
|
343
|
+
a[7] = a[7].to_i + 1
|
|
344
|
+
when "#{@assessment_year}-09"
|
|
345
|
+
a[8] = a[8].to_i + 1
|
|
346
|
+
when "#{@assessment_year}-10"
|
|
347
|
+
a[9] = a[9].to_i + 1
|
|
348
|
+
when "#{@assessment_year}-11"
|
|
349
|
+
a[10] = a[10].to_i + 1
|
|
350
|
+
when "#{@assessment_year}-12"
|
|
351
|
+
a[11] = a[11].to_i + 1
|
|
352
|
+
end
|
|
353
|
+
end
|
|
354
|
+
end
|
|
355
|
+
end
|
|
356
|
+
|
|
357
|
+
|
|
358
|
+
# 商机拜访量
|
|
359
|
+
def busniness_visits(a)
|
|
360
|
+
@customers.each do |d|
|
|
361
|
+
business_ids = EducodeSales::Business.where(school_id: d.id).ids
|
|
362
|
+
follow_ups = EducodeSales::FollowUp.where(business_id: business_ids)
|
|
363
|
+
follow_ups.each do |f|
|
|
364
|
+
case f.created_at.to_time.to_s[0..6]
|
|
365
|
+
when "#{@assessment_year}-01"
|
|
366
|
+
a[0] = a[0].to_i + 1
|
|
367
|
+
when "#{@assessment_year}-02"
|
|
368
|
+
a[1] = a[1].to_i + 1
|
|
369
|
+
when "#{@assessment_year}-03"
|
|
370
|
+
a[2] = a[2].to_i + 1
|
|
371
|
+
when "#{@assessment_year}-04"
|
|
372
|
+
a[3] = a[3].to_i + 1
|
|
373
|
+
when "#{@assessment_year}-05"
|
|
374
|
+
a[4] = a[4].to_i + 1
|
|
375
|
+
when "#{@assessment_year}-06"
|
|
376
|
+
a[5] = a[5].to_i + 1
|
|
377
|
+
when "#{@assessment_year}-07"
|
|
378
|
+
a[6] = a[6].to_i + 1
|
|
379
|
+
when "#{@assessment_year}-08"
|
|
380
|
+
a[7] = a[7].to_i + 1
|
|
381
|
+
when "#{@assessment_year}-09"
|
|
382
|
+
a[8] = a[8].to_i + 1
|
|
383
|
+
when "#{@assessment_year}-10"
|
|
384
|
+
a[9] = a[9].to_i + 1
|
|
385
|
+
when "#{@assessment_year}-11"
|
|
386
|
+
a[10] = a[10].to_i + 1
|
|
387
|
+
when "#{@assessment_year}-12"
|
|
388
|
+
a[11] = a[11].to_i + 1
|
|
389
|
+
end
|
|
390
|
+
end
|
|
391
|
+
end
|
|
392
|
+
end
|
|
393
|
+
# busniness_jurisdiction
|
|
394
|
+
# ids = Common.where(extras: %w[a_class b_class c_class d_claass e_class o_class x_class]).pluck(:id)
|
|
395
|
+
# @businesses = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?) ",ids)
|
|
396
|
+
# @businesses = @businesses.where("educode_sales_businesses.follow_ups_count > ?",'0').where(staff_id: @staff_id)
|
|
397
|
+
|
|
398
|
+
|
|
399
|
+
|
|
400
|
+
|
|
401
|
+
# 新增商机数
|
|
402
|
+
def busniness_add(a)
|
|
403
|
+
# 1.新增商机数统计在哪一个时间段？以商机的创建时间为准；先默认 过滤2022之前的 businesses -created_et deleted_at follow_ups_count
|
|
404
|
+
@businesses = @businesses.where("follow_ups_count > ?", '0').where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-01-01 00:00:00".to_date,"#{@assessment_year}-12-31 23:59:00".to_date)
|
|
405
|
+
# 2.销售人员新增的商机数量，过滤E、O、X类商机，包含：ABCD类商机； 上面有连接follow_up表
|
|
406
|
+
ids = Common.where(extras: %w[a_class b_class c_class d_claass]).pluck(:id) # 数组[1,5,2,15]
|
|
407
|
+
@businesses = @businesses.joins("JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id").where("educode_sales_follow_ups.clazz_id in (?) ",ids)
|
|
408
|
+
# 先把staff写死
|
|
409
|
+
@businesses = @businesses.where(staff_id: @staff_id)
|
|
410
|
+
@businesses.each do |d|
|
|
411
|
+
case d.created_at.to_time.to_s[0..6]
|
|
412
|
+
when "#{@assessment_year}-01"
|
|
413
|
+
a[0] = a[0].to_i + 1
|
|
414
|
+
when "#{@assessment_year}-02"
|
|
415
|
+
a[1] = a[1].to_i + 1
|
|
416
|
+
when "#{@assessment_year}-03"
|
|
417
|
+
a[2] = a[2].to_i + 1
|
|
418
|
+
when "#{@assessment_year}-04"
|
|
419
|
+
a[3] = a[3].to_i + 1
|
|
420
|
+
when "#{@assessment_year}-05"
|
|
421
|
+
a[4] = a[4].to_i + 1
|
|
422
|
+
when "#{@assessment_year}-06"
|
|
423
|
+
a[5] = a[5].to_i + 1
|
|
424
|
+
when "#{@assessment_year}-07"
|
|
425
|
+
a[6] = a[6].to_i + 1
|
|
426
|
+
when "#{@assessment_year}-08"
|
|
427
|
+
a[7] = a[7].to_i + 1
|
|
428
|
+
when "#{@assessment_year}-09"
|
|
429
|
+
a[8] = a[8].to_i + 1
|
|
430
|
+
when "#{@assessment_year}-10"
|
|
431
|
+
a[9] = a[9].to_i + 1
|
|
432
|
+
when "#{@assessment_year}-11"
|
|
433
|
+
a[10] = a[10].to_i + 1
|
|
434
|
+
when "#{@assessment_year}-12"
|
|
435
|
+
a[11] = a[11].to_i + 1
|
|
436
|
+
end
|
|
437
|
+
end
|
|
438
|
+
end
|
|
439
|
+
|
|
440
|
+
|
|
441
|
+
# busniness 权限
|
|
442
|
+
def busniness_jurisdiction
|
|
443
|
+
# busniness 权限
|
|
444
|
+
if @current_admin.is_admin?
|
|
445
|
+
@businesses = Business
|
|
446
|
+
else
|
|
447
|
+
level = @current_admin.role.role_areas.find_by(clazz: '商机管理').level
|
|
448
|
+
case level
|
|
449
|
+
when '自己'
|
|
450
|
+
# Business.joins(Business字段: :表的名称)----> Business表(belongs_to) Business字段关联的表(has_many) Business字段关联的表在关联的表(belongs_to)
|
|
451
|
+
business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
|
|
452
|
+
@businesses = Business.where("educode_sales_businesses.staff_id = ? OR educode_sales_businesses.id in (?)", @current_admin.id, business_ids)
|
|
453
|
+
when '区域'
|
|
454
|
+
school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
|
|
455
|
+
business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
|
|
456
|
+
@businesses = Business.joins("JOIN departments ON educode_sales_businesses.department_id = departments.id").where("departments.school_id in (?) OR educode_sales_businesses.staff_id = #{@current_admin.id} OR educode_sales_businesses.id in (?)", school_ids, business_ids)
|
|
457
|
+
else
|
|
458
|
+
@businesses = Business
|
|
459
|
+
end
|
|
460
|
+
end
|
|
461
|
+
end
|
|
462
|
+
|
|
463
|
+
# 更新assessments_settings表中数据
|
|
464
|
+
def update_assessments_progress(a)
|
|
465
|
+
a[12] = a[0].to_i + a[1].to_i + a[2].to_i
|
|
466
|
+
a[13] = a[3].to_i + a[4].to_i + a[5].to_i
|
|
467
|
+
a[14] = a[6].to_i + a[7].to_i + a[8].to_i
|
|
468
|
+
a[15] = a[9].to_i + a[10].to_i + a[11].to_i
|
|
469
|
+
a[16] = a[12].to_i + a[13].to_i + a[14].to_i + a[15].to_i
|
|
470
|
+
@assessment.update(annual_progress: a[16], first_quarter_progress: a[12], second_quarter_progress: a[13], third_quarter_progress: a[14], fourth_quarter_progress: a[15],
|
|
471
|
+
january_progress: a[0], february_progress: a[1], march_progress: a[2], april_progress: a[3], may_progress: a[4], june_progress: a[5],
|
|
472
|
+
july_progress: a[6], august_progress: a[7], september_progress: a[8], october_progress: a[9], november_progress: a[10], december_progress: a[11])
|
|
473
|
+
end
|
|
474
|
+
|
|
475
|
+
|
|
476
|
+
|
|
477
|
+
|
|
478
|
+
private
|
|
479
|
+
def params_create
|
|
480
|
+
params.permit(:staff_id, :annual, :assessment,:assessment_year, :first_quarter, :second_quarter, :third_quarter, :fourth_quarter,
|
|
481
|
+
:january, :february, :march, :april, :may, :june, :july, :august, :september, :october, :november, :december)
|
|
482
|
+
end
|
|
483
|
+
|
|
484
|
+
def params_update
|
|
485
|
+
params.permit( :annual, :first_quarter, :second_quarter, :third_quarter, :fourth_quarter,
|
|
486
|
+
:january, :february, :march, :april, :may, :june, :july, :august, :september, :october, :november, :december)
|
|
487
|
+
end
|
|
488
|
+
|
|
489
|
+
end
|
|
490
|
+
end
|
|
@@ -9,7 +9,7 @@ module EducodeSales
|
|
|
9
9
|
respond_to do |format|
|
|
10
10
|
format.html do
|
|
11
11
|
common = Common.find_by(clazz: 'staff_type', name: '销售')
|
|
12
|
-
@staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]}
|
|
12
|
+
@staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]} # [[], [], ............]
|
|
13
13
|
# @more = can?(:create, EducodeSales::SalePlan) || can?(:update, EducodeSales::Business) || can?(:destroy, EducodeSales::Business) || can?(:show_file, EducodeSales::Business)
|
|
14
14
|
@more = true
|
|
15
15
|
gon.menus = []
|
|
@@ -59,7 +59,6 @@ module EducodeSales
|
|
|
59
59
|
@businesses = Business
|
|
60
60
|
end
|
|
61
61
|
end
|
|
62
|
-
|
|
63
62
|
if params[:q].present? && params[:q][:name].present?
|
|
64
63
|
@year = params[:q][:name].split("-")[1].present? ? params[:q][:name].split("-")[1] : ''
|
|
65
64
|
end
|
|
@@ -208,7 +207,7 @@ module EducodeSales
|
|
|
208
207
|
end
|
|
209
208
|
|
|
210
209
|
@business_count = @businesses.count
|
|
211
|
-
|
|
210
|
+
# mysql -select
|
|
212
211
|
@businesses = @businesses.select("
|
|
213
212
|
educode_sales_businesses.*,
|
|
214
213
|
last_follow.invitation_at,
|
|
@@ -68,6 +68,9 @@ module EducodeSales
|
|
|
68
68
|
@customers = @customers.where("schools.province = ?", "#{params[:q][:area]}")
|
|
69
69
|
end
|
|
70
70
|
if params[:q].present? && params[:q][:staff_id].present?
|
|
71
|
+
p "--------------------------------------------------------------------------------------"
|
|
72
|
+
p params[:q][:staff_id]
|
|
73
|
+
p "--------------------------------------------------------------------------------------"
|
|
71
74
|
school_ids = EducodeSales::CustomerExtension.where(customer_staff_id: params[:q][:staff_id]).pluck(:school_id)
|
|
72
75
|
@customers = @customers.where(id: school_ids)
|
|
73
76
|
end
|
|
@@ -16,14 +16,15 @@ module EducodeSales
|
|
|
16
16
|
end
|
|
17
17
|
|
|
18
18
|
def search
|
|
19
|
+
|
|
19
20
|
if params[:type] == 'department'
|
|
20
21
|
|
|
21
|
-
@data = Department.joins(:school).where("schools.name like :q", q: "%#{params[:q]}%").limit(
|
|
22
|
+
@data = Department.joins(:school).where("schools.name like :q", q: "%#{params[:q]}%").limit(1000)
|
|
22
23
|
unless @data.present?
|
|
23
|
-
@data = Department.where("name like ?", "%#{params[:q]}%").limit(
|
|
24
|
+
@data = Department.where("name like ?", "%#{params[:q]}%").limit(1000)
|
|
24
25
|
end
|
|
25
26
|
elsif params[:type] == "school"
|
|
26
|
-
data = School.where("name like ? ", "%#{params[:q]}%").limit(
|
|
27
|
+
data = School.where("name like ? ", "%#{params[:q]}%").limit(1000)
|
|
27
28
|
end
|
|
28
29
|
end
|
|
29
30
|
|
|
@@ -13,6 +13,8 @@ module EducodeSales
|
|
|
13
13
|
end
|
|
14
14
|
format.json do
|
|
15
15
|
x_id = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
|
|
16
|
+
p "================================================================================"
|
|
17
|
+
p x_id
|
|
16
18
|
if @current_admin.is_admin?
|
|
17
19
|
@money_plans = MoneyPlan.joins(:follow_up).where("educode_sales_follow_ups.clazz_id != ?", x_id).where(follow_up_id: follow_up_ids)
|
|
18
20
|
else
|
|
@@ -36,6 +36,7 @@ module EducodeSales
|
|
|
36
36
|
if params[:q].present? && params[:q][:staff_id].present?
|
|
37
37
|
@sale_plans = @sale_plans.where(staff_id: params[:q][:staff_id])
|
|
38
38
|
end
|
|
39
|
+
# p "#{params[:q][:year]}-01-01 00:00:00".to_date, "#{params[:q][:year]}-12-31 23:59:00".to_date
|
|
39
40
|
if params[:q].present? && params[:q][:year].present?
|
|
40
41
|
@sale_plans = @sale_plans.where("month >= ? and month <= ?", "#{params[:q][:year]}-01-01 00:00:00".to_date, "#{params[:q][:year]}-12-31 23:59:00".to_date)
|
|
41
42
|
end
|
|
@@ -16,7 +16,7 @@ module EducodeSales
|
|
|
16
16
|
|
|
17
17
|
def create
|
|
18
18
|
role = Role.new(name: params[:name])
|
|
19
|
-
role.role_areas.build([{ clazz: 'Business' }, { clazz: 'SalePlan' }, { clazz: 'Teacher' }, { clazz: 'Operation' }, {clazz:'Customer'}, {clazz:'MoneyPlan'}])
|
|
19
|
+
role.role_areas.build([{ clazz: 'Business' }, { clazz: 'SalePlan' }, { clazz: 'Teacher' }, { clazz: 'Operation' }, { clazz: 'Customer' }, { clazz: 'MoneyPlan' }, { clazz: 'AssessmentsSetting' }])
|
|
20
20
|
if role.save
|
|
21
21
|
render_success
|
|
22
22
|
else
|
|
@@ -84,6 +84,9 @@ module EducodeSales
|
|
|
84
84
|
r = role.role_areas.find_or_initialize_by(clazz: 'MoneyPlan')
|
|
85
85
|
r.level = params[:money_plan]
|
|
86
86
|
r.save
|
|
87
|
+
r = role.role_areas.find_or_initialize_by(clazz: 'AssessmentsSetting')
|
|
88
|
+
r.level = params[:assessments_setting]
|
|
89
|
+
r.save
|
|
87
90
|
render_success
|
|
88
91
|
end
|
|
89
92
|
|
|
@@ -2,7 +2,8 @@ require_dependency "educode_sales/application_controller"
|
|
|
2
2
|
|
|
3
3
|
module EducodeSales
|
|
4
4
|
class SessionsController < ApplicationController
|
|
5
|
-
layout "educode_sales/login"
|
|
5
|
+
layout "educode_sales/login" #todo 注意 修改模板(感觉是 整个控制器的html下都先导入该模板在导入对应的html)
|
|
6
|
+
# 行 动 前 跳 过
|
|
6
7
|
skip_before_action :authenticate_request
|
|
7
8
|
|
|
8
9
|
def login
|