Class: EducodeSales::AssessmentsSetting
- Inherits:
-
ApplicationRecord
- Object
- ActiveRecord::Base
- ApplicationRecord
- EducodeSales::AssessmentsSetting
- Defined in:
- app/models/educode_sales/assessments_setting.rb
Constant Summary collapse
- CLAZZ =
{ 7 => '商机目标', 18 => '中标目标', 1 => '签单目标', 2 => '回款目标', 3 => '商机跟进', 4 => '商机挖掘-A类商机', 5 => '商机挖掘-B类商机', 6 => '客户拜访-线下拜访', 8 => '客户拜访-线上拜访', 9 => '注册数据-学生', 10 => '注册数据-老师', 11 => '会议组织-区域性会议', 12 => '会议组织-单校会议', 13 => '生态合作-虚拟教研室', 14 => '生态合作-特软', 15 => '生态合作-大V合作', 16 => '重要事项', 17 => '临时任务' }
Class Method Summary collapse
- .stats_by_business(year) ⇒ Object
- .stats_by_contracts(year) ⇒ Object
- .stats_by_return_money(year) ⇒ Object
- .update_assessment_value(assessment_id, year, data) ⇒ Object
- .update_stats(year, assessment_id) ⇒ Object
Instance Method Summary collapse
Class Method Details
.stats_by_business(year) ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 88 def self.stats_by_business(year) # 商机目标完成情况 ids = EducodeSales::Common.where(extras: %w[a_class b_class c_class d_class e_class]).pluck(:id) data = EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id in (?) ",ids) .where("educode_sales_follow_ups.created_at >= ? and educode_sales_follow_ups.created_at <= ?", "#{year}-01-01 00:00:00".to_date, "#{year}-12-31 23:59:59".to_date) .group("educode_sales_follow_ups.staff_id, MONTH(educode_sales_follow_ups.created_at)").select("SUM(budget_amount) AS value, educode_sales_follow_ups.staff_id, MONTH(educode_sales_follow_ups.created_at) AS month") .group_by{|d| d.staff_id } self.update_assessment_value(7, year, data) end |
.stats_by_contracts(year) ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 99 def self.stats_by_contracts(year) # 中标目标 contract_ids = EducodeSales::Common.where(clazz: '商机阶段', name: ['已中标', '已签单', '已验收', '回款中', '服务中', '已结束']).pluck(:id) data = EducodeSales::Business.joins(:last_follow_up).where("educode_sales_follow_ups.stage_id in (?) ", contract_ids) .where("educode_sales_follow_ups.created_at >= ? and educode_sales_follow_ups.created_at <= ?", "#{year}-01-01 00:00:00".to_date, "#{year}-12-31 23:59:59".to_date) .group("educode_sales_follow_ups.staff_id, MONTH(educode_sales_follow_ups.created_at)").select("SUM(actual_amount) AS value, educode_sales_follow_ups.staff_id, MONTH(educode_sales_follow_ups.created_at) AS month") .group_by{|d| d.staff_id } self.update_assessment_value(18, year, data) end |
.stats_by_return_money(year) ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 109 def self.stats_by_return_money(year) # 回款目标完成 data = EducodeSales::MoneyPlanClaim.joins(:money_plan) .where("educode_sales_money_plans.created_at >= ? and educode_sales_money_plans.created_at <= ?", "#{year}-01-01 00:00:00".to_date, "#{year}-12-31 23:59:59".to_date) .group("educode_sales_money_plans.staff_id, MONTH(educode_sales_money_plans.created_at)").select("SUM(educode_sales_money_plan_claims.amount) AS value, educode_sales_money_plans.staff_id, MONTH(educode_sales_money_plans.created_at) AS month") .group_by{|d| d.staff_id } self.update_assessment_value(2, year, data) end |
.update_assessment_value(assessment_id, year, data) ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 44 def self.update_assessment_value(assessment_id, year, data) assessments = EducodeSales::AssessmentsSetting.where(assessment: assessment_id).where("assessment_year >= ? and assessment_year <= ?", "#{year}-01-01 00:00:00".to_date, "#{year}-12-31 23:59:00".to_date) assessments.each do |ass| if data[ass.staff_id].present? data_count = [] data[ass.staff_id].each do |d| data_count[d['month']-1] = d['value'] end 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 ass.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 end end |
.update_stats(year, assessment_id) ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 79 def self.update_stats(year, assessment_id) Rails.cache.fetch("stats_by_assessment_#{year}", :expires_in => 1.days) do self.stats_by_return_money(year) self.stats_by_business(year) self.stats_by_contracts(year) true end end |
Instance Method Details
#unit_name ⇒ Object
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# File 'app/models/educode_sales/assessments_setting.rb', line 18 def unit_name case self.assessment when 1, 2, 7, 18 '万元' when 3 '条' when 4, 5 '项' when 6, 8, 11, 12 '次' when 9, 10, 15 '人' when 16, 17 '件' when 13, 14 '个人' end end |