rails_crm 0.0.1

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

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+module Crm
+  class My::BaseController < MyController
+  end
+end

data/app/models/crm/application_record.rb

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+module Crm
+  class ApplicationRecord < ApplicationRecord
+    self.abstract_class = true
+  end
+end

data/app/models/crm/maintain.rb

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+module Crm
+  class Maintain < ApplicationRecord
+    include Model::Maintain
+    include Eventual::Model::Planned if defined? RailsEvent
+  end
+end

data/app/models/crm/maintain_log.rb

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+module Crm
+  class MaintainLog < ApplicationRecord
+    include Model::MaintainLog
+  end
+end

data/app/models/crm/maintain_source.rb

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+module Crm
+  class MaintainSource < ApplicationRecord
+    include Model::MaintainSource
+  end
+end

data/app/models/crm/maintain_source_template.rb

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+module Crm
+  class MaintainSourceTemplate < ApplicationRecord
+    include Model::MaintainSourceTemplate
+  end
+end

data/app/models/crm/maintain_tag.rb

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+module Crm
+  class MaintainTag < ApplicationRecord
+    include Model::MaintainTag
+  end
+end

data/app/models/crm/maintain_tag_template.rb

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+module Crm
+  class MaintainTagTemplate < ApplicationRecord
+    include Model::MaintainTagTemplate
+  end
+end

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

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+module Crm
+  module Model::Agency
+    extend ActiveSupport::Concern
+
+    included do
+      has_one :maintain, inverse_of: :agency
+      has_many :maintains
+
+      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/model/maintain.rb

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+module Crm
+  module Model::Maintain
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :note, :string
+      attribute :position, :integer
+
+      belongs_to :organ, optional: true
+      belongs_to :member, inverse_of: :maintains, optional: true
+      belongs_to :maintain_source, optional: true
+      belongs_to :task_template, optional: true
+      belongs_to :agency, optional: true, inverse_of: :maintain
+      belongs_to :client, class_name: 'Profile', inverse_of: :client_maintains
+      belongs_to :agent, class_name: 'User', inverse_of: :agent_maintains, optional: true
+      belongs_to :upstream, class_name: self.name
+      belongs_to :source, class_name: self.name
+
+      has_many :maintain_logs, dependent: :delete_all
+      has_many :maintain_tags, -> { distinct }, through: :maintain_logs
+      has_many :orders, dependent: :nullify
+
+      accepts_nested_attributes_for :agency, reject_if: :all_blank
+      accepts_nested_attributes_for :agent, reject_if: :all_blank
+      accepts_nested_attributes_for :client, reject_if: :all_blank
+
+      enum state: {
+        init: 'init',
+        transferred: 'transferred'
+      }, _default: 'init'
+
+      before_validation do
+        self.upstream ||= self
+        self.source ||= self
+        self.position = self.pipeline_member&.position
+      end
+      before_save :sync_pipeline_member, if: -> { pipeline_id_changed? }
+    end
+
+    def sync_pipeline_member
+      self.pipeline_member ||= self.pipeline.pipeline_members.first if self.pipeline
+    end
+
+    def tags
+      ids = maintain_logs.pluck(:maintain_tag_id).uniq
+      MaintainTag.cached.slice(*ids).values
+    end
+
+    def transfer!
+      self.state = 'transferred'
+
+      next_member = pipeline_member&.next_member
+      if next_member
+        m = Maintain.new
+        m.upstream = self
+        m.source = self.source
+        m.pipeline_member = next_member
+        m.assign_attributes self.attributes.slice('organ_id', 'client_type', 'client_id', 'agent_type', 'agent_id', 'agency_id', 'maintain_source_id', 'pipeline_id')
+
+        self.class.transaction do
+          self.save!
+          m.save!
+        end
+        m
+      else
+        self.save
+      end
+    end
+
+    def confirm_booker_time!(booked)
+      ml = self.maintain_logs.build
+      ml.member = self.member
+      ml.note = "已预约成功"
+      ml.logged = booked
+      mt = option_maintain_tags.find_by(logged_type: booked.class.name)
+      if mt
+        ml.maintain_tag = mt
+      end
+      ml.extra = {
+        booked_type: booked.booked_type,
+        booked_id: booked.booked_id
+      }
+      ml.save
+    end
+
+    def option_maintain_tags
+      MaintainTag.where(organ_id: self.organ_id)
+    end
+
+  end
+end

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

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+module Crm
+  module Model::MaintainLog
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :note, :string
+      attribute :tag_str, :string
+      attribute :tag_sequence, :integer
+      attribute :extra, :json
+
+      belongs_to :maintain
+      belongs_to :member
+      belongs_to :logged, polymorphic: true, optional: true
+      belongs_to :maintain_tag, counter_cache: true, optional: true
+    end
+
+  end
+end

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

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+module Crm
+  module Model::MaintainSource
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :name, :string
+      attribute :maintains_count, :integer, default: 0
+      belongs_to :organ, optional: true
+      belongs_to :maintain_source_template, optional: true
+
+      validates :name, presence: true
+
+      before_validation do
+        self.name = maintain_source_template.name if maintain_source_template
+      end
+    end
+
+  end
+end

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

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+module Crm
+  module Model::MaintainSourceTemplate
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :name, :string
+
+      has_many :maintain_sources
+    end
+
+  end
+end

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

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+module Crm
+  module Model::MaintainTag
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :name, :string
+      attribute :logged_type, :string  # TimeBooking/Order
+      attribute :entity_column, :string # entity_type
+      attribute :entity_value, :string # lesson
+      attribute :sequence, :integer, default: 1
+      attribute :manual, :boolean, default: true
+      attribute :color, :string, default: '#2A92CA'
+      attribute :maintain_logs_count, :integer, default: 0
+
+      belongs_to :organ, optional: true
+      belongs_to :maintain_tag_template, optional: true
+
+      validates :logged_type, uniqueness: { scope: [:organ_id, :sequence] }, allow_blank: true
+      validates :name, presence: true
+
+      before_validation do
+        if maintain_tag_template
+          self.name = maintain_tag_template.name
+          self.color = maintain_tag_template.color
+          self.manual = false
+        end
+      end
+      after_update_commit :delete_default_cache
+    end
+
+    def delete_default_cache
+      Rails.cache.delete('maintain_tag')
+    end
+
+    class_methods do
+      def cached
+        Rails.cache.fetch('maintain_tag') do
+          MaintainTag.pluck(:id, :name).to_h
+        end
+      end
+    end
+
+  end
+end

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

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+module Crm
+  module Model::MaintainTagTemplate
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :name, :string
+      attribute :logged_type, :string
+      attribute :entity_column, :string
+      attribute :entity_value, :string
+      attribute :color, :string
+      attribute :sequence, :integer, default: 1
+
+      has_many :maintain_tags
+    end
+
+  end
+end

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

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+module Crm
+  module Model::Member
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :maintains
+      has_many :pupils, through: :maintains
+    end
+
+  end
+end

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

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+module Crm
+  module Model::Order
+    extend ActiveSupport::Concern
+
+    included do
+      belongs_to :maintain, optional: true
+    end
+
+  end
+end

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

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+module Crm
+  module Model::Organ
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :maintains, dependent: :nullify
+      has_many :pupils, through: :maintains
+    end
+
+    def maintains_count
+      maintains.select(:source_id).distinct.count
+    end
+
+  end
+end

data/app/models/crm.rb

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+module Crm
+
+  def self.use_relative_model_naming?
+    true
+  end
+
+  def self.table_name_prefix
+    'crm_'
+  end
+
+end

data/app/views/admin/_crm_nav.html.erb

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+<div class="<%= active_helper(modules: 'crm/admin', active: 'menu ex-accordion is-active', item: 'menu ex-accordion') %>" data-controller="menu">
+  <%= content_tag :div, class: 'menu-list' do %>
+    <%= link_to t('crm.admin.maintains.index.title'), { controller: 'crm/admin/maintains' }, class: active_helper(controllers: ['maintain_logs'], 'maintains': ['index', 'show'], active: 'is-active') %>
+    <%= link_to t('crm.admin.maintains.public.title'), { controller: 'crm/admin/maintains', action: 'public' }, class: active_helper('maintains': 'public', active: 'is-active') %>
+    <%= link_to t('crm.admin.maintain_source_templates.index.title'), { controller: 'crm/admin/maintain_source_templates' }, class: active_helper(controllers: 'maintain_source_templates', active: 'is-active') %>
+    <%= link_to t('crm.admin.maintain_tag_templates.index.title'), { controller: 'crm/admin/maintain_tag_templates' }, class: active_helper(controllers: 'maintain_tag_templates', active: 'is-active') -%>
+  <% end %>
+  <a class="menu-label" data-action="menu#toggle">
+    <i class="fas fa-chart-line fa-fw"></i>
+    <span><%= t('crm.admin.title') %></span>
+    <i class="fas dropdown"></i>
+  </a>
+</div>

data/app/views/crm/admin/maintain_logs/_breadcrumb.html.erb

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+<div class="breadcrumb has-succeeds-separator">
+  <ul>
+    <li><%= link_to t('crm.admin.maintains.index.title'), { controller: 'maintains' } %></li>
+    <li class="is-active"><%= t('crm.admin.maintain_logs.index.title') %></li>
+  </ul>
+</div>

data/app/views/crm/admin/maintain_logs/_filter_form.html.erb

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+<%= form_with theme: 'search', model: MaintainLog.new(params.permit(:name)) do |f| %>
+  <div class="field-body">
+    <%= f.text_field :name %>
+    <div class="field is-narrow">
+      <%= f.submit %>
+    </div>
+  </div>
+<% end %>

data/app/views/crm/admin/maintain_logs/_form.html.erb

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+<%= form_with model: [:admin, @maintain, @maintain_log] do |f| %>
+  <%= render 'shared/error_messages', target: @maintain_log %>
+  <%= f.collection_select :maintain_tag_id, @maintain_tags, :id, :name %>
+  <%= f.text_area :note %>
+  <%= f.submit %>
+<% end %>

data/app/views/crm/admin/maintain_logs/_index_tbody.html.erb

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+<td><%= model.maintain_tag&.name %></td>
+<td><%= model.note %></td>
+<td>
+  <p><%= model.logged_type %></p>
+  <p><%= model.logged_id %></p>
+</td>
+<td><%= simple_format model.extra %></td>
+<td><time data-controller="time"><%= model.created_at.to_s(:rfc822) %></time></td>

data/app/views/crm/admin/maintain_logs/_index_thead.html.erb

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+<th>
+  <%= MaintainLog.human_attribute_name(:maintain_tag_id) %>
+  <%= link_to({ controller: 'maintain_tags' }, aria: { label: '标签设置' }, target: '_blank') do %>
+    <i class="fas fa-cog"></i>
+  <% end %>
+</th>
+<th><%= MaintainLog.human_attribute_name(:note) %></th>
+<th>
+  <p><%= MaintainLog.human_attribute_name(:logged_type) %></p>
+  <p><%= MaintainLog.human_attribute_name(:logged_id) %></p>
+</th>
+<th><%= MaintainLog.human_attribute_name(:extra) %></th>
+<th><%= MaintainLog.human_attribute_name(:created_at) %></th>
+<th></th>

data/app/views/crm/admin/maintain_logs/_maintain_log.json.jbuilder

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+json.extract!(
+  maintain_log,
+  :id,
+  :note,
+  :logged_type,
+  :logged_id,
+  :created_at
+)
+if maintain_log.maintain_tag
+  json.maintain_tag maintain_log.maintain_tag, :id, :name, :color
+end

data/app/views/crm/admin/maintain_logs/_show.json.jbuilder

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+json.maintain_log @maintain_log, partial: 'maintain_log', as: :maintain_log

data/app/views/crm/admin/maintain_logs/_show_table.html.erb

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+<tr>
+  <td class="has-text-right"><%= MaintainLog.human_attribute_name(:note) %></td>
+  <td><%= @maintain_log.note %></td>
+</tr>
+<tr>
+  <td class="has-text-right"><%= MaintainLog.human_attribute_name(:logged_type) %></td>
+  <td><%= @maintain_log.logged_type %></td>
+</tr>
+<tr>
+  <td class="has-text-right"><%= MaintainLog.human_attribute_name(:logged_id) %></td>
+  <td><%= @maintain_log.logged_id %></td>
+</tr>
+<tr>
+  <td class="has-text-right"><%= MaintainLog.human_attribute_name(:created_at) %></td>
+  <td><%= @maintain_log.created_at %></td>
+</tr>