rails_crm 0.0.1 → 0.0.2

checksums.yaml

@@ -1,7 +1,7 @@
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data/README.md

@@ -6,28 +6,6 @@
 
 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
+遵循 [MIT](LICENSE) 协议

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

@@ -0,0 +1,57 @@
+module Crm
+  class Admin::AddressesController < Profiled::Admin::AddressesController
+    before_action :set_maintain
+    before_action :set_address, only: [:show, :edit, :update, :destroy, :actions]
+    before_action :set_new_address, only: [:new, :create, :order_new, :order_create, :from_new, :from_create]
+    before_action :set_addresses, only: [:order, :order_from, :order_create, :from_create]
+
+    def index
+      q_params = {}
+      q_params.merge! params.permit(:tel)
+
+      @addresses = @maintain.addresses.includes(:area, :station).default_where(q_params).page(params[:page])
+    end
+
+    def new
+    end
+
+    def order
+    end
+
+    def order_from
+    end
+
+    def from_create
+      @address.save
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_address
+      @address = @maintain.addresses.find(params[:id])
+    end
+
+    def set_addresses
+      @addresses = @maintain.addresses.includes(:area).order(id: :desc).page(params[:page])
+    end
+
+    def set_new_address
+      @address = @maintain.addresses.build(address_params)
+      @address.area ||= Profiled::Area.new
+    end
+
+    def _prefixes
+      super do |pres|
+        if ['order', 'order_from', 'order_new', 'order_create', 'from_new', 'from_create'].include?(params[:action])
+          pres + ['profiled/my/addresses/_base', 'profiled/my/addresses']
+        else
+          pres
+        end
+      end
+    end
+
+  end
+end

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

@@ -0,0 +1,65 @@
+module Crm
+  class Admin::AgenciesController < Admin::BaseController
+    before_action :set_agency, only: [
+      :show, :edit, :update,
+      :edit_crowd, :update_crowd, :destroy_crowd, :destroy_card,
+      :destroy
+    ]
+
+    def index
+      q_params = {}
+      #q_params.merge! default_params
+      #q_params.merge! member_id: current_member.id if current_member
+      q_params.merge! params.permit('client.real_name')
+
+      @agencies = Agency.distinct.joins(:cards).where.not(cards: { id: nil }).default_where(q_params).order(id: :desc).page(params[:page])
+    end
+
+    def edit_crowd
+      q_params = {
+        'id-not': @agency.crowd_ids
+      }
+      q_params.merge! default_params
+      @crowds = Crowd.default_where(q_params)
+    end
+
+    def update_crowd
+      if @agency.join_crowd params[:crowd_id]
+        render 'update'
+      else
+        render :edit_crowd, locals: { model: @agency }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy_crowd
+      cs = @agency.crowd_members.find_by(crowd_id: params[:crowd_id])
+      if cs&.destroy
+        render 'update'
+      end
+    end
+
+    def destroy_card
+      card = @agency.cards.find(params[:card_id])
+      card.agency = nil
+      card.client = nil
+
+      if card.save
+        render 'update'
+      end
+    end
+
+    private
+    def set_agency
+      @agency = Agency.find(params[:id])
+    end
+
+    def agency_params
+      params.fetch(:agency, {}).permit(
+        :real_name,
+        :gender,
+        :note
+      )
+    end
+
+  end
+end

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

@@ -0,0 +1,16 @@
+module Crm
+  class Admin::CardPurchasesController < Trade::Admin::CardPurchasesController
+    before_action :set_maintain
+    before_action :set_card_purchase, only: [:show, :edit, :update, :destroy, :actions]
+
+    def index
+      @card_purchases = @card.card_purchases.order(last_expire_on: :desc).page(params[:page])
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+  end
+end

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

@@ -0,0 +1,49 @@
+module Crm
+  class Admin::CardTemplatesController < Trade::Admin::CardTemplatesController
+    before_action :set_maintain
+    before_action :set_card_template, only: [:show, :edit, :update, :destroy, :actions]
+    before_action :set_card_template_ids, only: [:index]
+    before_action :set_card_templates
+    before_action :set_new_order, only: [:show]
+
+    def index
+      q_params = {}
+      q_params.merge! params.permit(:tel)
+
+      @card_templates = Trade::CardTemplate.default_where(default_params).page(params[:page])
+    end
+
+    def show
+      @card = @maintain.cards.find_by(card_template_id: @card_template.id)
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_card_templates
+      @card_templates = Trade::CardTemplate.default_where(default_params)
+    end
+
+    def set_new_order
+      @order = @maintain.orders.build
+      @order.items.build
+    end
+
+    def set_card_template_ids
+      @card_template_ids = @maintain.cards.pluck(:card_template_id)
+    end
+
+    def _prefixes
+      super do |pres|
+        if ['show'].include?(params[:action])
+          pres + ['trade/my/card_templates/_show', 'trade/my/card_templates', 'trade/my/base']
+        else
+          pres
+        end
+      end
+    end
+
+  end
+end

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

@@ -0,0 +1,8 @@
+module Crm
+  class Admin::HomeController < Admin::BaseController
+
+    def index
+    end
+
+  end
+end

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

@@ -2,7 +2,7 @@ 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]
+    before_action :set_maintain_tags, only: [:new, :edit]
 
     def index
       @maintain_logs = @maintain.maintain_logs.order(id: :desc).page(params[:page]).per(params[:per])
@@ -21,26 +21,8 @@ module Crm
       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
+    def set_maintain_tags
       @maintain_tags = MaintainTag.default_where(default_params)
     end
 

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

@@ -7,11 +7,11 @@ module Crm
       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])
+      @maintain_sources = MaintainSource.includes(:source).default_where(q_params).page(params[:page])
     end
 
     def templates
-      @maintain_source_templates = MaintainSourceTemplate.order(id: :asc)
+      @maintain_source_templates = Source.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
 
@@ -27,24 +27,6 @@ module Crm
       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])

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

@@ -7,9 +7,9 @@ module Crm
       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)
+      @maintain_tags = MaintainTag.where(tag_id: nil).default_where(q_params).page(params[:page])
+      @selected_maintain_tags = MaintainTag.where.not(tag_id: nil).default_where(q_params).order(tag_id: :asc)
+      @tags = Tag.order(id: :asc)
     end
 
     def new
@@ -29,24 +29,6 @@ module Crm
       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])

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

@@ -7,20 +7,22 @@ module Crm
       :edit_assign, :update_assign,
       :detach, :assume, :destroy
     ]
-    before_action :prepare_form, only: [:new, :create_detect, :edit]
+    before_action :set_task_templates, :set_payment_strategies, only: [:new, :create_detect, :edit, :update]
+    before_action :set_maintain_sources, only: [:index, :public, :create_detect, :new, :create, :edit, :update]
+    before_action :set_maintain_tags, only: [:index, :public]
 
     def index
-      q_params = {}
-      q_params.merge! member_params
+      q_params = {
+        client_type: 'Profiled::Profile'
+      }
+      q_params.merge! default_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])
+      @maintains = Maintain.default_where(q_params).includes(:client, :agency, :maintain_source, :member, :maintain_logs).order(id: :desc).page(params[:page]).per(params[:per])
     end
 
     def public
@@ -40,57 +42,41 @@ module Crm
     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'
+      @profile = Profiled::Profile.default_where(q_params).find_by(identity: params[:identity])
+
+      if @profile
+        @agencies = @profile.agencies
+        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 = current_member.maintains.build
+        @maintain.profile_agent = Profiled::Profile.new(identity: params[:identity])
+        @maintain.profile_client = Profiled::Profile.new(identity: params[:identity])
         @maintain.build_agency
-        @agencies = Agency.none
         render 'new'
       end
     end
 
     def new
-      @maintain = Maintain.new
-      @maintain.member_id = current_member.id if current_member
+      @maintain = current_member.maintains.build
+
       if params[:agent_id]
-        @maintain.agent = Profile.find params[:agent_id]
+        @maintain.agent = Profiled::Profile.find params[:agent_id]
       else
-        @maintain.agent = Profile.new
+        @maintain.agent = Profiled::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
+        @maintain.client = Profiled::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
+      @maintain.profile_client.organ = @maintain.organ
 
       unless @maintain.save
         render :new, locals: { model: @maintain }, status: :unprocessable_entity
@@ -104,8 +90,6 @@ module Crm
         p.merge! default_form_params
         @maintain = Maintain.create(p)
       end
-
-      head :ok
     end
 
     def new_batch_assign
@@ -116,9 +100,9 @@ module Crm
       }
       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)
+      #job_title_ids = PipelineMember.default_where(pipeline_params).pluck(:job_title_id)
 
-      @members = Member.default_where('member_departments.job_title_id': job_title_ids)
+      @members = Org::Member.default_where('member_departments.job_title_id': job_title_ids)
     end
 
     def create_batch_assign
@@ -129,20 +113,6 @@ module Crm
       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',
@@ -151,11 +121,11 @@ module Crm
       }
       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)
+      @pipelines = Bench::TaskTemplate.default_where(pipeline_params)
       if @maintain.pipeline_member
-        @members = Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
+        @members = Org::Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
       else
-        @members = Member.none
+        @members = Org::Member.none
       end
     end
 
@@ -174,11 +144,11 @@ module Crm
       }
       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)
+      @pipelines = Bench::TaskTemplate.default_where(pipeline_params)
       if @maintain.pipeline_member
-        @members = Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
+        @members = Org::Member.default_where('member_departments.job_title_id': @maintain.pipeline_member.job_title_id)
       else
-        @members = Member.none
+        @members = Org::Member.none
       end
     end
 
@@ -191,34 +161,10 @@ module Crm
 
     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
@@ -226,28 +172,43 @@ module Crm
       @maintain = Maintain.find(params[:id])
     end
 
-    def prepare_form
+    def set_task_templates
       pipeline_params = {
-        piping_type: 'Maintain',
-        piping_id: nil,
+        tasking_type: 'Crm::Maintain',
+        tasking_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)
+      @task_templates = Bench::TaskTemplate.default_where(pipeline_params)
+    end
+
+    def set_payment_strategies
+      @payment_strategies = Trade::PaymentStrategy.default_where(default_params)
+    end
+
+    def set_maintain_sources
       @maintain_sources = MaintainSource.default_where(default_params)
     end
 
+    def set_maintain_tags
+      @maintain_tags = MaintainTag.default_where(default_params)
+    end
+
     def maintain_params
       p = params.fetch(:maintain, {}).permit(
         :note,
-        :pipeline_id,
         :pipeline_member_id,
-        :member_id,
-        :maintain_source_id
+        :maintain_source_id,
+        :deposit_ratio,
+        :payment_strategy_id,
+        :client_type,
+        :agent_type,
+        profile_client_attributes: {},
+        agent_attributes: {},
+        agency_attributes: {}
       )
       p.merge! default_form_params
-      p
     end
 
     def update_params
@@ -272,8 +233,6 @@ module Crm
       params.permit(
         :state,
         :maintain_source_id,
-        :pipeline_id,
-        :member_id,
         'client.real_name',
         'client.real_name-like',
         'client.birthday-gte',

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

@@ -0,0 +1,70 @@
+module Crm
+  class Admin::OrdersController < Trade::Admin::OrdersController
+    before_action :set_maintain
+    before_action :set_addresses, :set_new_order, only: [:new, :create]
+    before_action :set_payment_strategies, only: [:new, :create, :edit, :update]
+    before_action :set_order, only: [:show, :payment_types, :print_data, :package, :edit, :update, :destroy, :actions]
+    before_action :set_new_order, only: [:new, :add, :create]
+
+    def index
+      @orders = @maintain.orders.includes(:payment_strategy).order(id: :desc).page(params[:page])
+    end
+
+    def new
+      @order.items.build
+    end
+
+    def add
+      @order.valid?
+      @order.sum_amount
+    end
+
+    def create
+      @order.compute_promote
+      @order.valid?
+
+      if params[:commit].present? && @order.save
+        render 'create'
+      else
+        @order.items.build
+        render 'new'
+      end
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_new_order
+      @order = @maintain.orders.build(order_params)
+    end
+
+    def set_order
+      @order = @maintain.orders.find params[:id]
+    end
+
+    def set_addresses
+      @addresses = @maintain.addresses.page(params[:page])
+    end
+
+    def set_payment_strategies
+      @payment_strategies = Trade::PaymentStrategy.default_where(default_params)
+    end
+
+    def _prefixes
+      super do |pres|
+        if ['add'].include?(params[:action])
+          pres + ['trade/my/orders/_add', 'trade/my/orders']
+        elsif ['payment_types'].include?(params[:action])
+          pres + ['trade/my/orders/_payment_types']
+        elsif ['show'].include?(params[:action])
+          pres + ['trade/my/orders/_show', 'trade/my/orders/_base']
+        else
+          pres
+        end
+      end
+    end
+
+  end
+end