rails_crm 0.0.1 → 0.0.2

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

@@ -0,0 +1,11 @@
+module Crm
+  class Admin::PaymentsController < Trade::Admin::PaymentsController
+    before_action :set_maintain
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+  end
+end

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

@@ -0,0 +1,25 @@
+module Crm
+  class Admin::WalletLogsController < Trade::Admin::WalletLogsController
+    before_action :set_maintain
+    before_action :set_wallet
+    before_action :set_wallet_log, only: [:show, :edit, :update, :destroy, :actions]
+
+    def index
+      @wallet_logs = @wallet.wallet_logs.order(id: :desc).page(params[:page]).per(params[:per])
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_wallet
+      @wallet = @maintain.wallets.find params[:wallet_id]
+    end
+
+    def set_wallet_log
+      @wallet_log = @wallet.wallet_logs.find params[:id]
+    end
+
+  end
+end

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

@@ -0,0 +1,41 @@
+module Crm
+  class Admin::WalletPaymentsController < Trade::Admin::WalletPaymentsController
+    before_action :set_maintain
+    before_action :set_wallet
+    before_action :set_wallet_payment, only: [:show, :edit, :update, :destroy, :actions]
+    before_action :set_new_wallet_payment, only: [:new, :create]
+
+    def index
+      q_params = {}
+
+      @wallet_payments = @wallet.wallet_payments.default_where(q_params).page(params[:page])
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_wallet
+      @wallet = @maintain.wallets.find params[:wallet_id]
+    end
+
+    def set_new_wallet_payment
+      @wallet_payment = @wallet.wallet_payments.build(wallet_payment_params)
+      @wallet_payment.notified_at ||= Time.current
+    end
+
+    def set_wallet_payment
+      @wallet_payment = Trade::WalletPayment.find(params[:id])
+    end
+
+    def wallet_payment_params
+      params.fetch(:wallet_payment, {}).permit(
+        :total_amount,
+        :notified_at,
+        :comment
+      )
+    end
+
+  end
+end

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

@@ -0,0 +1,44 @@
+module Crm
+  class Admin::WalletTemplatesController < Trade::Admin::WalletTemplatesController
+    before_action :set_maintain
+    before_action :set_wallet_template, only: [:show, :edit, :update, :destroy, :actions]
+    before_action :set_new_order, only: [:show]
+    before_action :set_wallet_template_ids, only: [:index]
+
+    def index
+      q_params = {}
+      q_params.merge! params.permit(:tel)
+
+      @wallet_templates = Trade::WalletTemplate.default_where(q_params).page(params[:page])
+    end
+
+    def show
+      @wallet = @maintain.wallets.find_or_initialize_by(wallet_template_id: @wallet_template.id)
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_new_order
+      @order = @maintain.orders.build
+      @order.items.build
+    end
+
+    def set_wallet_template_ids
+      @wallet_template_ids = @maintain.wallets.pluck(:wallet_template_id)
+    end
+
+    def _prefixes
+      super do |pres|
+        if ['show'].include?(params[:action])
+          pres + ['trade/my/wallet_templates', 'trade/my/base']
+        else
+          pres
+        end
+      end
+    end
+
+  end
+end

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

@@ -0,0 +1,41 @@
+module Crm
+  class Admin::WalletsController < Trade::Admin::WalletsController
+    before_action :set_maintain
+    before_action :set_wallet, only: [:show, :edit, :update, :destroy, :actions]
+    before_action :set_new_wallet, only: [:index, :create]
+
+    def index
+      q_params = {}
+
+      @wallets = @maintain.wallets.default_where(q_params).order(wallet_template_id: :desc)
+      @wallet_templates = Trade::WalletTemplate.default_where(default_params).where.not(id: @wallets.pluck(:wallet_template_id)).order(id: :asc)
+    end
+
+    private
+    def set_maintain
+      @maintain = Maintain.find params[:maintain_id]
+    end
+
+    def set_wallet
+      @wallet = @maintain.wallets.find(params[:id])
+    end
+
+    def set_new_wallet
+      @wallet = @maintain.wallets.build(wallet_params)
+    end
+
+    def wallet_params
+      params.fetch(:wallet, {}).permit(
+        :account_bank,
+        :account_name,
+        :account_num,
+        :wallet_template_id
+      )
+    end
+
+    def self.local_prefixes
+      [controller_path, 'crm/admin/base']
+    end
+
+  end
+end

data/app/controllers/crm/controller/me.rb

@@ -0,0 +1,16 @@
+module Crm
+  module Controller::Me
+    extend ActiveSupport::Concern
+
+    included do
+      layout 'me'
+    end
+
+    class_methods do
+      def local_prefixes
+        [controller_path, 'crm/me/base', 'me']
+      end
+    end
+
+  end
+end

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

@@ -0,0 +1,69 @@
+module Crm
+  class Me::AgenciesController < Me::BaseController
+    before_action :set_agency, only: [:show, :edit, :update, :destroy]
+
+    def index
+      @agencies = current_agent.agencies.includes(:client).page(params[:page])
+    end
+
+    def new
+      @agency = current_agent.agencies.build
+    end
+
+    def create
+      @agency = current_agent.agencies.build(agency_params)
+
+      unless @agency.save
+        render :new, locals: { model: @agency }, status: :unprocessable_entity
+      end
+    end
+
+    def show
+    end
+
+    def edit
+    end
+
+    def update
+      @agency.assign_attributes(agency_params)
+
+      unless @agency.save
+        render :edit, locals: { model: @agency }, status: :unprocessable_entity
+      end
+    end
+
+    def destroy
+      @agency.destroy
+    end
+
+    private
+    def set_agency
+      @agency = Agency.find(params[:id])
+    end
+
+    def client_params
+      params.fetch(:profile, {}).permit(
+        :real_name,
+        :nick_name,
+        :birthday_type,
+        :birthday,
+        :gender,
+        :note,
+        :avatar,
+        agencies_attributes: {}
+      )
+    end
+
+    def agency_params
+      params.fetch(:agency, {}).permit(
+        :relation,
+        :client_type,
+        :client_id,
+        :commission_ratio,
+        :note,
+        client_attributes: {}
+      )
+    end
+
+  end
+end

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

@@ -0,0 +1,4 @@
+module Crm
+  class Me::BaseController < MeController
+  end
+end

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

@@ -0,0 +1,12 @@
+module Crm
+  class Me::HomeController < Me::BaseController
+
+    def index
+      @wechat_user = current_user.oauth_users.find_by(appid: current_wechat_app&.appid)
+      unless @wechat_user
+        @url = current_wechat_app.oauth2_url(state: current_account.identity, action: 'bind')
+      end
+    end
+
+  end
+end

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

@@ -0,0 +1,38 @@
+module Crm
+  class Me::MaintainSourcesController < Me::BaseController
+    before_action :set_sources, only: [:index]
+    before_action :set_source, only: [:list, :source]
+
+    def index
+      q_params = {}
+      q_params.merge! default_params
+
+      @maintain_sources = MaintainSource.default_where(q_params)
+    end
+
+    def list
+      @sources = @source.children
+    end
+
+    def source
+      if current_corp_user
+        @contact = current_corp_user.contacts.find_or_initialize_by(state: @source.name)
+        @contact.save
+      end
+    end
+
+    def share
+
+    end
+
+    private
+    def set_sources
+      @sources = Source.roots
+    end
+
+    def set_source
+      @source = Source.find params[:source_id]
+    end
+
+  end
+end

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

@@ -0,0 +1,5 @@
+module Crm
+  class Me::MaintainsController < Admin::MaintainsController
+    include Controller::Me
+  end
+end

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

@@ -0,0 +1,53 @@
+module Crm
+  class My::AgenciesController < My::BaseController
+    before_action :set_agency, only: [:show, :edit, :update, :destroy]
+
+    def index
+      @agencies = current_user.agencies.includes(:client).page(params[:page])
+    end
+
+    def new
+      @agency = current_user.agencies.build
+      @agency.build_client
+    end
+
+    def create
+      @agency = current_user.agencies.build(agency_params)
+
+      if @agency.save
+        render 'create', locals: { return_to: url_for(action: 'index') }
+      else
+        render :new, locals: { model: @agency }, status: :unprocessable_entity
+      end
+    end
+
+    private
+    def set_agency
+      @agency = Agency.find(params[:id])
+    end
+
+    def client_params
+      params.fetch(:client, {}).permit(
+        :real_name,
+        :nick_name,
+        :birthday_type,
+        :birthday,
+        :gender,
+        :note,
+        :avatar,
+        agencies_attributes: {}
+      )
+    end
+
+    def agency_params
+      params.fetch(:agency, {}).permit(
+        :relation,
+        :client_type,
+        :commission_ratio,
+        :note,
+        client_attributes: {}
+      )
+    end
+
+  end
+end

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

@@ -0,0 +1,5 @@
+module Crm
+  class Panel::BaseController < PanelController
+
+  end
+end

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

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

data/app/controllers/crm/panel/qrcodes_controller.rb

@@ -0,0 +1,29 @@
+module Crm
+  class Crm::Panel::QrcodesController < Crm::Panel::BaseController
+    before_action :set_source
+    before_action :set_new_qrcode, only: [:new, :create]
+
+    def index
+      @qrcodes = @source.qrcodes.order(id: :asc)
+    end
+
+    private
+    def set_source
+      @source = Source.find params[:source_id]
+    end
+
+    def set_new_qrcode
+      @qrcode = @source.build_qrcode(qrcode_params)
+    end
+
+    def qrcode_params
+      params.fetch(:qrcode, {}).permit(
+        :margin_x,
+        :margin_y,
+        :align,
+        :fixed_width,
+        :picture
+      )
+    end
+  end
+end

data/app/controllers/crm/panel/sources_controller.rb

@@ -0,0 +1,23 @@
+module Crm
+  class Panel::SourcesController < Panel::BaseController
+
+    def index
+      q_params = {}
+      q_params.merge! params.permit(:name)
+
+      @sources = Source.roots.default_where(q_params).page(params[:page])
+    end
+
+    private
+    def source_params
+      params.fetch(:source, {}).permit(
+        :name,
+        :price,
+        :picture,
+        :logo,
+        :parent_ancestors
+      )
+    end
+
+  end
+end

data/app/controllers/crm/panel/tags_controller.rb

@@ -0,0 +1,26 @@
+module Crm
+  class Panel::TagsController < Panel::BaseController
+    before_action :set_tag, only: [:show, :edit, :update, :destroy]
+
+    def index
+      @tags = Tag.order(sequence: :asc).page(params[:page])
+    end
+
+    private
+    def set_tag
+      @tag = Tag.find(params[:id])
+    end
+
+    def tag_params
+      params.fetch(:tag, {}).permit(
+        :name,
+        :logged_type,
+        :entity_column,
+        :entity_value,
+        :sequence,
+        :color
+      )
+    end
+
+  end
+end

data/app/controllers/crm/panel/texts_controller.rb

@@ -0,0 +1,29 @@
+module Crm
+  class Crm::Panel::TextsController < Crm::Panel::BaseController
+    before_action :set_source
+    before_action :set_new_text, only: [:new, :create]
+
+    def index
+      @texts = @source.texts.order(id: :asc)
+    end
+
+    private
+    def set_source
+      @source = Source.find params[:source_id]
+    end
+
+    def set_new_text
+      @text = @source.texts.build(text_params)
+    end
+
+    def text_params
+      params.fetch(:text, {}).permit(
+        :note,
+        :margin_x,
+        :margin_y,
+        :font,
+        :align
+      )
+    end
+  end
+end

data/app/imports/crm/maintain_import.rb

@@ -0,0 +1,11 @@
+module Crm
+  class MaintainImport
+    extend RailsData::Import
+
+    config do
+      model Maintain
+      column :amount, header: 'My name', field: -> {}
+      column :email, header: 'Email', field: -> {}
+    end
+  end
+end

data/app/jobs/crm/order_maintain_sync_job.rb

@@ -0,0 +1,9 @@
+module Crm
+  class OrderMaintainSyncJob < ApplicationJob
+
+    def perform(order)
+      order.sync_user_from_maintain
+    end
+
+  end
+end

data/app/models/crm/agency.rb

@@ -0,0 +1,5 @@
+module Crm
+  class Agency < ApplicationRecord
+    include Model::Agency
+  end
+end

data/app/models/crm/ext/address.rb

@@ -0,0 +1,10 @@
+module Crm
+  module Ext::Address
+    extend ActiveSupport::Concern
+
+    included do
+      belongs_to :maintain, class_name: 'Crm::Maintain', optional: true
+    end
+
+  end
+end

data/app/models/crm/ext/agency.rb

@@ -0,0 +1,18 @@
+module Crm
+  module Ext::Agency
+    extend ActiveSupport::Concern
+
+    included do
+      has_one :maintain, class_name: 'Crm::Maintain', inverse_of: :agency
+      has_many :maintains, class_name: 'Crm::Maintain'
+
+      before_validation :sync_from_maintain, if: -> { self.maintain.present? }
+    end
+
+    def sync_from_maintain
+      self.agent = maintain.agent
+      self.client = maintain.client
+    end
+
+  end
+end

data/app/models/crm/ext/agent.rb

@@ -0,0 +1,13 @@
+module Crm
+  module Ext::Agent
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :agencies, class_name: 'Crm::Agency', as: :agent, dependent: :delete_all
+      has_many :clients, through: :agencies
+
+      has_many :agent_maintains, class_name: 'Crm::Maintain', as: :agent, inverse_of: :agent
+    end
+
+  end
+end

data/app/models/crm/ext/client.rb

@@ -0,0 +1,13 @@
+module Crm
+  module Ext::Client
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :agencies, class_name: 'Crm::Agency', as: :client, inverse_of: :client, dependent: :delete_all
+      has_many :agents, through: :agencies
+
+      has_many :client_maintains, class_name: 'Crm::Maintain', as: :client, inverse_of: :client
+    end
+
+  end
+end

data/app/models/crm/ext/maintainable.rb

@@ -0,0 +1,24 @@
+module Crm
+  module Ext::Maintainable
+    extend ActiveSupport::Concern
+
+    included do
+      belongs_to :maintain, class_name: 'Crm::Maintain', counter_cache: true, optional: true
+
+      before_save :sync_user_from_maintain, if: -> { maintain_id.present? && maintain_id_changed? }
+      after_create :change_maintain_state, if: -> { maintain_id.present? && saved_change_to_maintain_id? }
+    end
+
+    def sync_user_from_maintain
+      return unless maintain
+      self.user_id = maintain.client_user_id
+      self.member_id = maintain.client_member_id
+    end
+
+    def change_maintain_state
+      return unless maintain
+      maintain.update state: 'ordered'
+    end
+
+  end
+end

data/app/models/crm/ext/member.rb

@@ -0,0 +1,11 @@
+module Crm
+  module Ext::Member
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :maintains, class_name: 'Crm::Maintain'
+      has_many :profile_clients, through: :maintains
+    end
+
+  end
+end

data/app/models/crm/{model → ext}/organ.rb

@@ -1,10 +1,10 @@
 module Crm
-  module Model::Organ
+  module Ext::Organ
     extend ActiveSupport::Concern
 
     included do
-      has_many :maintains, dependent: :nullify
-      has_many :pupils, through: :maintains
+      has_many :maintains, class_name: 'Crm::Maintain', dependent: :nullify
+      has_many :clients, through: :maintains
     end
 
     def maintains_count

data/app/models/crm/maintain.rb

@@ -1,6 +1,6 @@
 module Crm
   class Maintain < ApplicationRecord
     include Model::Maintain
-    include Eventual::Model::Planned if defined? RailsEvent
+    include Eventual::Ext::Planned if defined? RailsEvent
   end
 end

data/app/models/crm/model/agency.rb

@@ -3,15 +3,20 @@ module Crm
     extend ActiveSupport::Concern
 
     included do
-      has_one :maintain, inverse_of: :agency
-      has_many :maintains
+      attribute :relation, :string, default: 'unknown'
+      attribute :commission_ratio, :decimal, precision: 4, scale: 2, comment: '交易时抽成比例'
+      attribute :note, :string, comment: '备注'
 
-      before_validation :sync_from_maintain, if: -> { self.maintain.present? }
+      belongs_to :agent, polymorphic: true
+      belongs_to :client, polymorphic: true
+
+      accepts_nested_attributes_for :client, reject_if: :all_blank
+
+      enum relation: options_i18n(:relation).values.map { |i| [i.to_sym, i.to_s] }.to_h
     end
 
-    def sync_from_maintain
-      self.agent = maintain.agent
-      self.client = maintain.client
+    def name
+      "#{relation_i18n} #{client.name}"
     end
 
   end