Class: EducodeSales::AssessmentsController

Inherits:
ApplicationController show all
Defined in:
app/controllers/educode_sales/assessments_controller.rb

Instance Method Summary collapse

Methods inherited from ApplicationController

#authenticate_admin, #authenticate_request, #current_user, #filter, #is_commissioner_above?, #paginate, #render_failure, #render_success, #subject_members, #subject_staffs, #subject_url

Methods included from ApplicationHelper

#add_businesses_score, #base_url, #collection_amount_score, #completion_rate, #current?, #disk_filename, #get_businesses_chart, #handled_data, #handled_time_data, #handled_time_data_accurate, #relative_path, #signed_amount_score, #storage_path, #url_to_avatar, #visits_score

Instance Method Details

#attendances ⇒ Object

签到记录



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 386

def attendances
  respond_to do |format|
    format.html do
    end
    format.js do
    end
    format.json do
      @attendances = EducodeSales::Attendance
      if params[:q].present? && params[:q][:name].present?
        @attendances = @attendances.where("name like ?", "%#{params[:q][:name].strip}%")
      end
      if params[:q].present? && params[:q][:attendance_date].present?
        date = params[:q][:attendance_date].split(" - ")
        @attendances = @attendances.where("attendance_date >= ?  and attendance_date <= ?", date[0] + ' 00:00:00', date[1] + ' 23:59:59')
      end
      if params[:q].present? && params[:q][:customer].present?
        @attendances = @attendances.where("customer like ?", "%#{params[:q][:customer]}%")
      end
      @attendances = @attendances.page(params[:page]).per(params[:limit])
    end
  end
end

#batch_delete ⇒ Object

批量删除签到记录



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 444

def batch_delete
  begin
    ActiveRecord::Base.transaction do
      if params[:ids].present?
        ids = params[:ids]
        attendances = EducodeSales::Attendance.where(id: ids)
        attendances.destroy_all
      end
    end
    render_success
  rescue Exception => e
    render_failure(e.message)
  end
end

#busniness_add ⇒ Object

新增商机数



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 319

def busniness_add
  @businesses = @businesses.where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-01-01 00:00:00","#{@assessment_year}-12-31 23:59:59")
  ids = Common.where(extras: %w[a_class b_class c_class d_class]).pluck(:id)
  @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)
  @staff_ids.each do |d|
    businesses = @businesses.where(staff_id: d)
    data_count = []
    data_list = businesses.map do |m|
      {date: m.created_at.to_s[5..6].to_i, value: 1}
    end
    count_data(data_list,data_count)  #  统计数据
    update_assessments_progress(data_count, d)  #  批量更新assessment数据  事物  一个commit
  end
end

#busniness_jurisdiction ⇒ Object

busniness 权限



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 336

def busniness_jurisdiction
  # busniness  权限
  if @current_admin.is_admin?
    @businesses = Business.all
  else
    level = @current_admin.role.role_areas.find_by(clazz: '商机管理').level
    case level
    when '自己'
      # 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)
      business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
      @businesses = Business.where("educode_sales_businesses.staff_id = ? OR educode_sales_businesses.id in (?)", @current_admin.id, business_ids)
    when '区域'
      school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
      business_ids = Business.joins(last_follow_up: :assign_follow_ups).where("educode_sales_assign_follow_ups.staff_id = ?", @current_admin.id).pluck(:id)
      @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)
    else
      @businesses = Business.all
    end
  end
end

#collection_count ⇒ Object

回款金额 权限



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 235

def collection_count
  follow_up_ids = Business.pluck(:last_follow_up_id)
  if @current_admin.is_admin?
    @money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids)
  else
    level = @current_admin.role.role_areas.find_by(clazz: '回款管理').level
    case level
    when '自己'
      @money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids).where(staff_id: @current_admin.id)
    when '区域'
      a_ids = MoneyPlan.where(follow_up_id: follow_up_ids).where(staff_id: @current_admin.id).pluck(:follow_up_id)
      school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
      b_ids = Business.where(school_id: school_ids).pluck(:last_follow_up_id)
      ids = a_ids + b_ids
      @money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: ids)
      else
      @money_plans = MoneyPlan.joins(:follow_up).where(follow_up_id: follow_up_ids)
    end
  end
  #  todo 1 :实际回款 0:计划回款 where(clazz: 1 OR 实际回款 )
  @money_plans = @money_plans.where(clazz: 1).where.not(date_at: nil)
  @staff_ids.each do |d|
    data_count = []
    data_list = @money_plans.where(staff_id: d).map do |m|
      {date:m.date_at.to_s[5..6].to_i, value:m.amount.to_f}
    end
    count_data(data_list,data_count)
    update_assessments_progress(data_count, d)
  end
end

#count_data(data_list, data_count) ⇒ Object

将统计到的数据转入a中



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 374

def count_data(data_list,data_count)
  data_list.each do |d|
    if data_count[d[:date]-1].present?
      data_count[d[:date]-1] = data_count[d[:date]-1] + d[:value]
    else
      data_count[d[:date]-1] = d[:value]
    end
  end
end

#create ⇒ Object

新增



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 93

def create
  begin
    assessment = AssessmentsSetting.new(params_create)
    assessment.user_id = current_user.user_id
    assessment.total_score = (params[:first_quarter_score].to_f + params[:second_quarter_score].to_f + params[:third_quarter_score].to_f + params[:fourth_quarter_score].to_f).round(2)
    assessment.assessment_year = "#{params[:assessment_year]}-01-01"
    AssessmentsSetting.transaction do
    params[:staffs_ids].split(",").each do |d|
        staff = assessment.dup
        staff.staff_id = d.to_i
        staff.save
    end
  end
    render_success
  rescue  => e
    render_failure '增加数据错误'
  end
end

#customer_and_busniness_visits ⇒ Object

拜访量



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 295

def customer_and_busniness_visits
  @staff_ids.each do |m|
    customers = @customers.where(id: EducodeSales::CustomerExtension.where(customer_staff_id: m).pluck(:school_id))
    data_list = []
    data_count = []
    CustomerFollow.joins(:school).where(school_id: customers.pluck(:id))
                          .where("Educode_Sales_customer_follows.created_at >= ? and Educode_Sales_customer_follows.created_at <= ?","#{@assessment_year}-01-01 ","#{@assessment_year}-12-31 23:59:59" )
                          .each do |d|
      data_list << {value: 1, date: d.created_at.to_s[5..6].to_i}
    end
    FollowUp.joins(:business).where("Educode_Sales_businesses.id in (?)",EducodeSales::Business.where(school_id: customers.pluck(:id)).pluck(:id))
            .where("Educode_Sales_follow_ups.created_at >= ? and Educode_Sales_follow_ups.created_at <= ?","#{@assessment_year}-01-01 00:00:00", "#{@assessment_year}-12-31 23:59:59").each do |d|
      data_list << {date: d.created_at.to_s[5..6].to_i, value: 1}
    end
    count_data(data_list,data_count)
    assessment = @assessments.where(staff_id: m)
    update_assessments_progress(data_count, assessment)
  end
end

#delete_attendance ⇒ Object

删除签到记录



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 426

def delete_attendance
  begin
    ActiveRecord::Base.transaction do
      attendance = EducodeSales::Attendance.find(params[:id])
      attendance.destroy!
      render_success
    end
  rescue Exception => e
    render_failure(e.message)
  end
end

#destroy ⇒ Object

删除接口



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 135

def destroy
  begin
    assessment = AssessmentsSetting.find(params[:id])
    assessment.destroy
    render_success
  rescue  => e
    render_failure '暂不能删除'
  end
end

#edit ⇒ Object

编辑



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 117

def edit
  @assessment = AssessmentsSetting.find_by(id: params[:id])
  @username = @assessment.staff.user.real_name
  @year = @assessment.assessment_year.to_s[0..3]
  @assessment_name = EducodeSales::AssessmentsSetting::CLAZZ[@assessment.assessment]
 
  render layout: false
end

#edit_attendance ⇒ Object

编辑签到记录界面



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 410

def edit_attendance
  @attendance = EducodeSales::Attendance.find(params[:id])
  render layout: false
end

#finished ⇒ Object 



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 56

def finished
  @year = params[:q].present? && params[:q][:assessment_year].present? ? params[:q][:assessment_year] : Time.now.year
  EducodeSales::AssessmentsSetting.update_stats(@year, params[:assessment_id])


  if @current_admin.is_admin?
    @assessments = AssessmentsSetting.all
  else
    level = @current_admin.role.role_areas.find_by(clazz: '绩效考核').level
    case level
    when '自己'
      @assessments = AssessmentsSetting.where(staff_id: @current_admin.id)
    when '区域'
      @staffs = EducodeSales::Staff.joins(:areas).where("educode_sales_commons.id in (?)", @current_admin.areas.pluck(:id)).distinct
      @assessments = EducodeSales::AssessmentsSetting.where(staff_id: @staffs.select(:id))
    else
      @assessments = AssessmentsSetting.all
    end
  end
  

  if params[:assessment_year].present?
    @assessments = @assessments.where(assessment_year: Time.new(params[:assessment_year])..Time.new(params[:assessment_year]).end_of_year)
  end

  if params[:assessment_id].present?
    @assessments = @assessments.where(assessment: params[:assessment_id])
  end

  if params[:staff_id].present?
    @assessments = @assessments.where(staff_id: params[:staff_id])
  end

  @assessments = @assessments.order("created_at desc")
end

#get_export_data ⇒ Object

导出数据



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 146

def get_export_data
  p 'get_export_data'
end

#import ⇒ Object

跳转导入界面



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 439

def import
  render layout: false
end

#import_attendances ⇒ Object

导入签到记录接口



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 460

def import_attendances
  render_failure("文件不存在或格式错误") if params[:file].blank? || !params[:file].is_a?(ActionDispatch::Http::UploadedFile)
  doc = SimpleXlsxReader.open(params[:file].to_io)
  size = doc.sheets.size
  attendance_attrs = %i[name attendance_date longitude latitude location address mobile_id ip_address customer target created_at updated_at]
  attendance_vales = []
  (0..size - 1).each do |index|
    doc.sheets[index].rows.each_with_index do |d, i|
      next if i <= 2
      name = d[0]
      attendance_date_time = "#{d[1]} #{d[2]}"
      attendance_date = attendance_date_time.strip
      longitude = d[3]
      latitude = d[4]
      location = d[5]
      address = d[6]
      mobile_id = d[7]
      ip_address = d[8]
      if d[9].blank?
        school_college_name = d[5].split("学院")[0]
        school_university_name = d[5].split("大学")[0] + "大学"
        school = School.where("name like ?", "%#{school_college_name}%").first
        school01 = School.where("name like ?", "%#{school_university_name}%").first
        if school.present?
          customer = school.name
        elsif school01.present?
          customer = school01.name
        else
          customer = ""
        end
      else
        customer = d[9]
      end
      target = d[10]
      attendance_vales << {name: name, attendance_date: attendance_date, longitude: longitude, latitude: latitude, location: location,
                           address: address, mobile_id: mobile_id, ip_address: ip_address, customer: customer, target: target}

    end
  end
  EducodeSales::Attendance.bulk_insert(*attendance_attrs) do |worker|
    attendance_vales.each do |attendance|
      worker.add(name: attendance[:name], attendance_date: attendance[:attendance_date].to_datetime, longitude: attendance[:longitude], latitude: attendance[:latitude],
                 location: attendance[:location], address: attendance[:address], mobile_id: attendance[:mobile_id], ip_address: attendance[:ip_address], customer: attendance[:customer], target: attendance[:target])
    end
  end
  render_success
end

#index ⇒ Object 



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 8

def index
    respond_to do |format|
      format.html do
        gon.assement_list = EducodeSales::AssessmentsSetting::CLAZZ.map { |d, i| {value: d, name: i } }
        common = Common.find_by(clazz: 'staff_type', name: '销售')
        @staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]}  # [[], [], ............]
        # 导出
        gon.export_menus = []
        gon.export_menus << { title: '导出到Csv文件', event: 'export_csv' }
        gon.export_menus << { title: '导出到Excel文件', event: 'export_excel' }
        # index页面new弹出层下使用
        gon.staff_ids = Staff.joins(:user).where(job_type: common.id).map do |d|
          {value: d.id, name: d.user.real_name }
        end
        filter = Filter.find_or_create_by(staff_id: @current_admin.id, clazz: "assessments_setup")
        if filter.extras.present?
          gon.filter = filter.extras
        else
          gon.filter = {}
        end
      end
      format.json do
        if @current_admin.is_admin?
          @assessments = AssessmentsSetting.all
        else
          level = @current_admin.role.role_areas.find_by(clazz: '绩效考核').level
          case level
          when '自己'
            @assessments = AssessmentsSetting.where(staff_id: @current_admin.id)
          when '区域'
            @staffs = EducodeSales::Staff.joins(:areas).where("educode_sales_commons.id in (?)", @current_admin.areas.pluck(:id)).distinct
            @assessments = EducodeSales::AssessmentsSetting.where(staff_id: @staffs.select(:id))
          else
            @assessments = AssessmentsSetting.all
          end
        end
        @year = params[:q].present? && params[:q][:assessment_year].present? ? params[:q][:assessment_year]:Time.now.year
        # @assessments_id = params[:q].present? && params[:q][:assessment_id].present? ? params[:q][:assessment_id]: '1'
        @assessments = @assessments.where("assessment_year >= ? and assessment_year <= ?", "#{@year}-01-01 00:00:00".to_date, "#{@year}-12-31 23:59:00".to_date)
        @assessments = @assessments.where(assessment: params[:q][:assessment_id]) if params[:q].present? && params[:q][:assessment_id].present?
        if params[:q].present? && params[:q][:staff_id].present?
          @assessments = @assessments.where(staff_id: params[:q][:staff_id])
        end
        @assessments = @assessments.page(params[:page]).per(params[:limit]).order("created_at desc")
      end
    end
end

#new ⇒ Object 



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 112

def new
  render layout: false
end

#progress ⇒ Object

考核完成情况



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 151

def progress
  p 'progress'
end

#progress_main ⇒ Object

todo 主方法 统计用户的数据



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 190

def progress_main
    case @assessment_id
    when '1' # 签单金额
      busniness_jurisdiction
      signed_count
    when '2' # 回款金额
      collection_count
    when '3' # 拜访量
      visits
      customer_and_busniness_visits
    when '4' # 新增商机数
      busniness_jurisdiction
      busniness_add
    end
end

#progress_or_get_export_data ⇒ Object 



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 157

def progress_or_get_export_data
  if @current_admin.is_admin?
    @assessments = AssessmentsSetting.all
  else
    level = @current_admin.role.role_areas.find_by(clazz: '绩效考核').level
    case level
    when '自己'
      @assessments = AssessmentsSetting.where(staff_id: @current_admin.id)
    when '区域'
      @staffs = EducodeSales::Staff.joins(:areas).where("educode_sales_commons.id in (?)", @current_admin.areas.pluck(:id)).distinct
      @assessments = EducodeSales::AssessmentsSetting.where(staff_id: @staffs.select(:id))
    else
      @assessments = AssessmentsSetting.all
    end
  end
  # common = Common.find_by(clazz: 'staff_type', name: '销售')
  # @staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
  @assessment_id = params[:q].present? && params[:q][:assessment_id].present? ? params[:q][:assessment_id]:'1'
  @assessment_year = params[:q].present? && params[:q][:assessment_year].present? ?  params[:q][:assessment_year] : Time.now.year
  @assessments =@assessments.where(assessment: @assessment_id)
                                  .where("assessment_year >= ? and assessment_year <= ?", "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:00".to_date)
                                  .order("created_at desc")
  if @assessments.present?
    # 小优化
    @staff_ids = params[:q].present? && params[:q][:staff_id].present? ? [params[:q][:staff_id].to_i]:@assessments.distinct.pluck(:staff_id)
    progress_main
    #  注意一下
    @assessments = @assessments.where(staff_id: @staff_ids)
  end
end

#signed_count ⇒ Object

签单金额



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 209

def signed_count
  # 过滤x类商机
  ids = Common.where.not(extras: %w[x_class]).pluck(:id)
  @businesses = @businesses.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id in (?) ",ids)
                           .where("educode_sales_follow_ups.signed_date >= ? and educode_sales_follow_ups.signed_date <= ?",
                                  "#{@assessment_year}-01-01 00:00:00".to_date, "#{@assessment_year}-12-31 23:59:59".to_date)
  # 得到最新阶段为已签单商机
  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)
  @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.stage_id IN (?)",s_stage_ids)
  @staff_ids.each do |d|
    # 注意
    businesses = @businesses.where(staff_id: d)
    data_count=[]
    data_list = FollowUp.joins("JOIN educode_sales_businesses ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id")
            .where("educode_sales_businesses.id in (?)",businesses.pluck(:id)).map do |m|
      {value: m.actual_amount.to_f, date:m.signed_date.to_s[5..6].to_i}
    end
    count_data(data_list,data_count)  #  统计数据
    update_assessments_progress(data_count,d) #  批量更新assessment数据  事物  一个commit
  end
end

#update ⇒ Object

根新



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 127

def update
  @assessment = AssessmentsSetting.find_by(id: params[:id])
  @assessment.total_score = (params[:first_quarter_score].to_f + params[:second_quarter_score].to_f + params[:third_quarter_score].to_f + params[:fourth_quarter_score].to_f).round(2)
  @assessment.update_attributes(params_update)
  render_success
end

#update_assessments_progress(data_count, staff_id) ⇒ Object

更新assessments_settings表中数据



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 359

def update_assessments_progress(data_count,staff_id)
  data_count[12] = data_count[0].to_f  + data_count[1].to_f  + data_count[2].to_f
  data_count[13] = data_count[3].to_f  + data_count[4].to_f  + data_count[5].to_f
  data_count[14] = data_count[6].to_f  + data_count[7].to_f  + data_count[8].to_f
  data_count[15] = data_count[9].to_f  + data_count[10].to_f  + data_count[11].to_f
  data_count[16] = data_count[12].to_f + data_count[13].to_f + data_count[14].to_f + data_count[15].to_f
    # 开启事物  处理 批量修改数据
    assessments = @assessments.where(staff_id: staff_id)
    assessments.update(annual_progress: data_count[16], first_quarter_progress: data_count[12], second_quarter_progress: data_count[13], third_quarter_progress: data_count[14], fourth_quarter_progress: data_count[15],
                          january_progress: data_count[0], february_progress: data_count[1], march_progress: data_count[2], april_progress: data_count[3], may_progress: data_count[4], june_progress: data_count[5],
                          july_progress: data_count[6], august_progress: data_count[7], september_progress: data_count[8], october_progress: data_count[9], november_progress: data_count[10], december_progress: data_count[11])

end

#update_attendance ⇒ Object

更新签到记录信息



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 416

def update_attendance
  ActiveRecord::Base.transaction do
    @attendance = EducodeSales::Attendance.find(params[:id])
    @attendance.attendance_date = params[:attendance_datetime]
    @attendance.update_attributes(attendance_update)
    render_success
  end
end

#visits ⇒ Object

权限获取拜访量



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# File 'app/controllers/educode_sales/assessments_controller.rb', line 269

def visits
  if @current_admin.is_admin?
    @customers = School.all
  else
    level = @current_admin.role.role_areas.find_by(clazz: '客户管理').level
    case level
    when '自己'
      school_ids = CustomerExtension.where(customer_staff_id:  @current_admin.id).pluck(:school_id)
      @customers = School.where(id: school_ids)
    when '区域'
      a_school_ids = School.where(province: @current_admin.areas.pluck(:name)).ids
      b_school_ids = CustomerExtension.where(customer_staff_id:  @current_admin.id).pluck(:school_id)
      school_ids = a_school_ids + b_school_ids + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)
      @customers = School.where(id: school_ids)
    else
      @customers = School.all
    end
  end
  part_a_ids = CustomerFollow.all.pluck(:school_id)
  part_b_ids = Business.where(id: EducodeSales::FollowUp.pluck(:business_id)).pluck(:school_id)
  ids = part_a_ids + part_b_ids  + CustomerAdd.all.pluck(:school_id)
  @customers = @customers.where(id: ids)
end