rails_crm 0.0.1

checksums.yaml

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data/LICENSE

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+Copyright (c) 2019-Present Mingyuan Qin <mingyuan0715@foxmail.com>
+
+Permission is hereby granted, free of charge, to any person obtaining
+a copy of this software and associated documentation files (the
+"Software"), to deal in the Software without restriction, including
+without limitation the rights to use, copy, modify, merge, publish,
+distribute, sublicense, and/or sell copies of the Software, and to
+permit persons to whom the Software is furnished to do so, subject to
+the following conditions:
+
+The above copyright notice and this permission notice shall be
+included in all copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
+EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
+MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
+NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
+LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
+OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
+WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

data/README.md

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+# RailsCrm
+
+[![测试](https://github.com/work-design/rails_crm/actions/workflows/test.yml/badge.svg)](https://github.com/work-design/rails_crm/actions/workflows/test.yml)
+[![Docker构建](https://github.com/work-design/rails_crm/actions/workflows/cd.yml/badge.svg)](https://github.com/work-design/rails_crm/actions/workflows/cd.yml)
+[![Gem](https://github.com/work-design/rails_crm/actions/workflows/gempush.yml/badge.svg)](https://github.com/work-design/rails_crm/actions/workflows/gempush.yml)
+
+简单 CRM 架构
+
+## Usage
+How to use my plugin.
+
+## Installation
+Add this line to your application's Gemfile:
+
+```ruby
+gem 'rails_crm'
+```
+
+And then execute:
+```bash
+$ bundle
+```
+
+Or install it yourself as:
+```bash
+$ gem install rails_crm
+```
+
+## Contributing
+Contribution directions go here.
+
+## 开源协议
+遵循 [MIT](https://opensource.org/licenses/MIT) 协议

data/Rakefile

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+begin
+  require 'bundler/setup'
+rescue LoadError
+  puts 'You must `gem install bundler` and `bundle install` to run rake tasks'
+end
+
+require 'rdoc/task'
+
+RDoc::Task.new(:rdoc) do |rdoc|
+  rdoc.rdoc_dir = 'rdoc'
+  rdoc.title    = 'RailsCrm'
+  rdoc.options << '--line-numbers'
+  rdoc.rdoc_files.include('README.md')
+  rdoc.rdoc_files.include('lib/**/*.rb')
+end
+
+APP_RAKEFILE = File.expand_path("test/dummy/Rakefile", __dir__)
+load 'rails/tasks/engine.rake'
+
+load 'rails/tasks/statistics.rake'
+
+require 'bundler/gem_tasks'
+
+require 'rake/testtask'
+
+Rake::TestTask.new(:test) do |t|
+  t.libs << 'test'
+  t.pattern = 'test/**/*_test.rb'
+  t.verbose = false
+end
+
+task default: :test

data/app/controllers/crm/admin/base_controller.rb

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+module Crm
+  class Admin::BaseController < AdminController
+
+    def member_params
+      if current_member
+        { member_id: current_member.all_follower_ids }
+      else
+        {}
+      end
+    end
+
+    def transfer_params(original_params = {})
+      r = {}
+      if original_params['age-gte']
+        r['birthday-gte'] = ''
+      end
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintain_logs_controller.rb

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+module Crm
+  class Admin::MaintainLogsController < Admin::BaseController
+    before_action :set_maintain
+    before_action :set_maintain_log, only: [:show, :edit, :update, :destroy]
+    before_action :prepare_form, only: [:new, :edit]
+
+    def index
+      @maintain_logs = @maintain.maintain_logs.order(id: :desc).page(params[:page]).per(params[:per])
+    end
+
+    def new
+      @maintain_log = @maintain.maintain_logs.build
+    end
+
+    def create
+      @maintain_log = @maintain.maintain_logs.build(maintain_log_params)
+      @maintain_log.member_id = current_member.id
+
+      unless @maintain_log.save
+        render :new, locals: { model: @maintain_log }, status: :unprocessable_entity
+      end
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain_log.assign_attributes(maintain_log_params)
+
+      unless @maintain_log.save
+        render :edit, locals: { model: @maintain_log }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @maintain_log.destroy
+    end
+
+    private
+    def prepare_form
+      @maintain_tags = MaintainTag.default_where(default_params)
+    end
+
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_maintain_log
+      @maintain_log = @maintain.maintain_logs.find(params[:id])
+    end
+
+    def maintain_log_params
+      params.fetch(:maintain_log, {}).permit(
+        :maintain_tag_id,
+        :note,
+        :logged_type,
+        :logged_id
+      )
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintain_source_templates_controller.rb

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+module Crm
+  class Admin::MaintainSourceTemplatesController < Admin::BaseController
+    before_action :set_maintain_source_template, only: [:show, :edit, :update, :destroy]
+
+    def index
+      @maintain_source_templates = MaintainSourceTemplate.page(params[:page])
+    end
+
+    def new
+      @maintain_source_template = MaintainSourceTemplate.new
+    end
+
+    def create
+      @maintain_source_template = MaintainSourceTemplate.new(maintain_source_template_params)
+
+      unless @maintain_source_template.save
+        render :new, locals: { model: @maintain_source_template }, status: :unprocessable_entity
+      end
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain_source_template.assign_attributes(maintain_source_template_params)
+
+      unless @maintain_source_template.save
+        render :edit, locals: { model: @maintain_source_template }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @maintain_source_template.destroy
+    end
+
+    private
+    def set_maintain_source_template
+      @maintain_source_template = MaintainSourceTemplate.find(params[:id])
+    end
+
+    def maintain_source_template_params
+      params.fetch(:maintain_source_template, {}).permit(
+        :name,
+        :maintains_count
+      )
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintain_sources_controller.rb

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+module Crm
+  class Admin::MaintainSourcesController < Admin::BaseController
+    before_action :set_maintain_source, only: [:show, :edit, :update, :destroy]
+
+    def index
+      q_params = {}
+      q_params.merge! default_params
+      q_params.merge! params.permit(:name)
+
+      @maintain_sources = MaintainSource.includes(:maintain_source_template).default_where(q_params).page(params[:page])
+    end
+
+    def templates
+      @maintain_source_templates = MaintainSourceTemplate.order(id: :asc)
+      @selected_maintain_sources = MaintainSource.where.not(maintain_source_template_id: nil).default_where(q_params).order(maintain_source_template_id: :asc)
+    end
+
+    def new
+      @maintain_source = MaintainSource.new
+    end
+
+    def create
+      @maintain_source = MaintainSource.new(maintain_source_params)
+
+      unless @maintain_source.save
+        render :new, locals: { model: @maintain_source }, status: :unprocessable_entity
+      end
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain_source.assign_attributes(maintain_source_params)
+
+      unless @maintain_source.save
+        render :edit, locals: { model: @maintain_source }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @maintain_source.destroy
+    end
+
+    private
+    def set_maintain_source
+      @maintain_source = MaintainSource.find(params[:id])
+    end
+
+    def maintain_source_params
+      p = params.fetch(:maintain_source, {}).permit(
+        :name,
+        :maintain_source_template_id
+      )
+      p.merge! default_form_params
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintain_tag_templates_controller.rb

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+module Crm
+  class Admin::MaintainTagTemplatesController < Admin::BaseController
+    before_action :set_maintain_tag_template, only: [:show, :edit, :update, :destroy]
+
+    def index
+      @maintain_tag_templates = MaintainTagTemplate.order(sequence: :asc).page(params[:page])
+    end
+
+    def new
+      @maintain_tag_template = MaintainTagTemplate.new
+    end
+
+    def create
+      @maintain_tag_template = MaintainTagTemplate.new(maintain_tag_template_params)
+
+      unless @maintain_tag_template.save
+        render :new, locals: { model: @maintain_tag_template }, status: :unprocessable_entity
+      end
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain_tag_template.assign_attributes(maintain_tag_template_params)
+
+      unless @maintain_tag_template.save
+        render :edit, locals: { model: @maintain_tag_template }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @maintain_tag_template.destroy
+    end
+
+    private
+    def set_maintain_tag_template
+      @maintain_tag_template = MaintainTagTemplate.find(params[:id])
+    end
+
+    def maintain_tag_template_params
+      params.fetch(:maintain_tag_template, {}).permit(
+        :name,
+        :logged_type,
+        :entity_column,
+        :entity_value,
+        :sequence,
+        :color
+      )
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintain_tags_controller.rb

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+module Crm
+  class Admin::MaintainTagsController < Admin::BaseController
+    before_action :set_maintain_tag, only: [:show, :edit, :update, :destroy]
+
+    def index
+      q_params = {}
+      q_params.merge! default_params
+      q_params.merge! params.permit(:name)
+
+      @maintain_tags = MaintainTag.where(maintain_tag_template_id: nil).default_where(q_params).page(params[:page])
+      @selected_maintain_tags = MaintainTag.where.not(maintain_tag_template_id: nil).default_where(q_params).order(maintain_tag_template_id: :asc)
+      @maintain_tag_templates = MaintainTagTemplate.order(id: :asc)
+    end
+
+    def new
+      @maintain_tag = MaintainTag.new
+    end
+
+    def create
+      @maintain_tag = MaintainTag.new(maintain_tag_params)
+
+      unless @maintain_tag.save
+        render :new, locals: { model: @maintain_tag }, status: :unprocessable_entity
+      end
+    end
+
+    def sync
+      q_params = default_params
+      MaintainTag.default_where(q_params).sync_from_template
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain_tag.assign_attributes(maintain_tag_params)
+
+      unless @maintain_tag.save
+        render :edit, locals: { model: @maintain_tag }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @maintain_tag.destroy
+    end
+
+    private
+    def set_maintain_tag
+      @maintain_tag = MaintainTag.find(params[:id])
+    end
+
+    def maintain_tag_params
+      p = params.fetch(:maintain_tag, {}).permit(
+        :name,
+        :sequence,
+        :color,
+        :logged_type
+      )
+      p.merge! default_form_params
+    end
+
+  end
+end

data/app/controllers/crm/admin/maintains_controller.rb

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+module Crm
+  class Admin::MaintainsController < Admin::BaseController
+    before_action :set_maintain, only: [
+      :show, :edit, :update, :orders,
+      :edit_order, :update_order,
+      :edit_transfer, :update_transfer,
+      :edit_assign, :update_assign,
+      :detach, :assume, :destroy
+    ]
+    before_action :prepare_form, only: [:new, :create_detect, :edit]
+
+    def index
+      q_params = {}
+      q_params.merge! member_params
+      q_params.merge! search_params
+      if (q_params.keys - [:member_id]).blank?
+        q_params.merge! state: 'init'
+      end
+
+      @maintain_sources = MaintainSource.default_where(default_params)
+      @maintain_tags = MaintainTag.default_where(default_params)
+      @pipelines = Bench::TaskTemplate.default_where(default_params.merge(tasking_type: 'Crm::Maintain'))
+      @maintains = Maintain.default_where(q_params).includes(:agency, :maintain_source, :member, :maintain_logs).order(id: :desc).page(params[:page]).per(params[:per])
+    end
+
+    def public
+      q_params = {
+        member_id: nil,
+        allow: { member_id: nil }
+      }
+      q_params.merge! search_params
+      q_params.merge! 'pipeline_member.job_title_id': current_member.lower_job_title_ids + [nil] if current_member
+      q_params.merge! default_params
+      @maintains = Maintain.default_where(q_params).page(params[:page])
+    end
+
+    def new_detect
+    end
+
+    def create_detect
+      q_params = {}
+      q_params.merge! default_params
+      @agent = Profile.default_where(q_params).find_by(identity: params[:identity])
+      if @agent
+        @agencies = @agent.proteges
+          render 'create_detect'
+      else
+        @maintain = Maintain.new
+        @maintain.member_id = current_member.id if current_member
+        @maintain.agent = Profile.new(identity: params[:identity])
+        @maintain.client = Profile.new
+        @maintain.build_agency
+        @agencies = Agency.none
+        render 'new'
+      end
+    end
+
+    def new
+      @maintain = Maintain.new
+      @maintain.member_id = current_member.id if current_member
+      if params[:agent_id]
+        @maintain.agent = Profile.find params[:agent_id]
+      else
+        @maintain.agent = Profile.new
+      end
+      if params[:agency_id]
+        agency = Agency.find params[:agency_id]
+        @maintain.agency = agency
+        @maintain.client = agency.client
+      else
+        @maintain.client = Profile.new
+      end
+    end
+
+    def create
+      @maintain = Maintain.new(maintain_params)
+      @maintain.member_id ||= current_member.id
+
+      if client_params[:id]
+        @maintain.client = Profile.find client_params[:id]
+      else
+        @maintain.client = Profile.new client_params
+      end
+      if agent_params[:id]
+        @maintain.agent = Profile.find agent_params[:id]
+      else
+        @maintain.agent = Profile.new agent_params
+      end
+      if agency_params[:id]
+        @maintain.agency = Agency.find agency_params[:id]
+      else
+        @maintain.agency = Agency.new agency_params
+      end
+
+      unless @maintain.save
+        render :new, locals: { model: @maintain }, status: :unprocessable_entity
+      end
+    end
+
+    def batch
+      maintains_params = params.fetch(:maintains, {})
+      maintains_params.each do |maintain_params|
+        p = maintain_params.permit!
+        p.merge! default_form_params
+        @maintain = Maintain.create(p)
+      end
+
+      head :ok
+    end
+
+    def new_batch_assign
+      pipeline_params = {
+        'pipeline.piping_type': 'Maintain',
+        'pipeline.piping_id': nil,
+        position: 1
+      }
+      pipeline_params.merge! job_title_id: current_member.lower_job_title_ids if current_member
+      pipeline_params.merge! default_params
+      job_title_ids = PipelineMember.default_where(pipeline_params).pluck(:job_title_id)
+
+      @members = Member.default_where('member_departments.job_title_id': job_title_ids)
+    end
+
+    def create_batch_assign
+      add_ids = params[:add_ids].to_s.split(',')
+      @maintains = Maintain.where(id: add_ids)
+      @maintains.update_all member_id: params[:member_id]
+
+      redirect_back fallback_location: admin_maintains_url, notice: '移交成功'
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @maintain.assign_attributes(update_params)
+
+      unless @maintain.save
+        render :edit, locals: { model: @maintain }, status: :unprocessable_entity
+      end
+    end
+
+    def edit_transfer
+      pipeline_params = {
+        piping_type: 'Maintain',
+        piping_id: nil,
+        'pipeline_members.position': 1
+      }
+      pipeline_params.merge! 'pipeline_members.job_title_id': current_member.job_title_ids if current_member
+      pipeline_params.merge! default_params
+      @pipelines = Pipeline.default_where(pipeline_params)
+      if @maintain.pipeline_member
+        @members = Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
+      else
+        @members = Member.none
+      end
+    end
+
+    def update_transfer
+      @maintain.assign_attributes maintain_params.slice(:pipeline_id)
+      @maintain.transfer!
+
+      redirect_back fallback_location: admin_maintains_url, notice: '移交成功'
+    end
+
+    def edit_assign
+      pipeline_params = {
+        piping_type: 'Maintain',
+        piping_id: nil,
+        'pipeline_members.position': 1
+      }
+      pipeline_params.merge! 'pipeline_members.job_title_id': current_member.lower_job_title_ids if current_member
+      pipeline_params.merge! default_params
+      @pipelines = Pipeline.default_where(pipeline_params)
+      if @maintain.pipeline_member
+        @members = Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
+      else
+        @members = Member.none
+      end
+    end
+
+    def update_assign
+      @maintain.assign_attributes maintain_params.slice(:pipeline_id, :member_id)
+      @maintain.save
+
+      redirect_back fallback_location: admin_maintains_url(id: params[:id]), notice: '移交成功'
+    end
+
+    def detach
+      @maintain.update member_id: nil
+      redirect_to admin_maintains_url
+    end
+
+    def assume
+      @maintain.update member_id: current_member.id
+      redirect_to admin_maintains_url
+    end
+
+    def orders
+      @orders = @maintain.orders.order(id: :desc).page(params[:page])
+    end
+
+    def edit_order
+      @card_templates = CardTemplate.default_where(default_params)
+    end
+
+    def update_order
+      q_params = default_params
+      q_params.merge! params.permit(:advance_id)
+      advance = Advance.find(q_params['advance_id'])
+
+      order = advance.generate_order! buyer: @maintain.agent, maintain_id: @maintain.id
+      flash[:notice] = "已下单，请等待财务核销, 订单号为：#{order.uuid}"
+      redirect_to orders_admin_maintain_url(@maintain, order_id: order.id)
+    end
+
+    def destroy
+      @maintain.destroy
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find(params[:id])
+    end
+
+    def prepare_form
+      pipeline_params = {
+        piping_type: 'Maintain',
+        piping_id: nil,
+        'pipeline_members.position': 1
+      }
+      pipeline_params.merge! 'pipeline_members.job_title_id': current_member.lower_job_title_ids if current_member
+      pipeline_params.merge! default_params
+      @pipelines = Pipeline.default_where(pipeline_params)
+      @maintain_sources = MaintainSource.default_where(default_params)
+    end
+
+    def maintain_params
+      p = params.fetch(:maintain, {}).permit(
+        :note,
+        :pipeline_id,
+        :pipeline_member_id,
+        :member_id,
+        :maintain_source_id
+      )
+      p.merge! default_form_params
+      p
+    end
+
+    def update_params
+      maintain_params.merge! params.fetch(:maintain, {}).permit(client_attributes: {}, agent_attributes: {}, agency_attributes: {})
+    end
+
+    def client_params
+      p = params.fetch(:maintain, {}).fetch(:client_attributes, {}).permit!
+      p.merge! default_form_params
+    end
+
+    def agent_params
+      p = params.fetch(:maintain, {}).fetch(:agent_attributes, {}).permit!
+      p.merge! default_form_params
+    end
+
+    def agency_params
+      params.fetch(:maintain, {}).fetch(:agency_attributes, {}).permit!
+    end
+
+    def search_params
+      params.permit(
+        :state,
+        :maintain_source_id,
+        :pipeline_id,
+        :member_id,
+        'client.real_name',
+        'client.real_name-like',
+        'client.birthday-gte',
+        'client.birthday-lte',
+        'agent.identity',
+        'created_at-gte',
+        'created_at-lte',
+        'maintain_logs.maintain_tag_id'
+      )
+    end
+
+  end
+end