Class: EducodeSales::FollowUpsController

Inherits:
ApplicationController show all
Defined in:
app/controllers/educode_sales/follow_ups_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

#add_assign ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 379

def add_assign
  follow_up = FollowUp.find(params[:id])
  staff_ids = follow_up.watch_follow_ups.pluck(:staff_id)

  common = Common.find_by(clazz: 'staff_type', name: '销售')
  gon.assign_watch= Staff.joins(:user).where.not(job_type: common.id).where.not(role_id: 11).map { |d| {name: d.user.real_name, value: d.id, selected: staff_ids.include?(d.id)} }
  render layout: false
end

#add_keys ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 284

def add_keys
  follow_up = FollowUp.find(params[:id])
  if params[:name].blank?
    return render_failure '请从平台里选择教师'
  end

  names = params[:name].split("-")
  if names[0] == 't'
    # 从教师列表里选择的用户
    teacher = Teacher.find(names[1])
    key_peprson = KeyPerson.new(teacher_params)
    key_peprson.name = teacher.name
    key_peprson.teacher = teacher
  elsif names[0] == 'u'
    # 从头歌平台选择的用户
    user = User.find(names[1])
    key_peprson = KeyPerson.new(teacher_params)
    teacher = EducodeSales::Teacher.find_or_initialize_by(name: user.real_name, department_id: user.department_id, user_id: user.id)
    
    teacher.staff = @current_admin
    teacher.professional_title = params[:professional_title]
    teacher.job = params[:job]
    teacher.is_key = true
    teacher.save
    key_peprson.name = teacher.name
    key_peprson.teacher_id = teacher.id
  else
    key_peprson = KeyPerson.new(teacher_params)
  end

  follow_up.key_person << key_peprson
  if follow_up.save!
    render_success
  else
    render_failure follow_up
  end
 rescue ActiveRecord::RecordInvalid => e
   if e.message.include?("Teacher已经被使用") || e.message.include?('Key person是无效的')
    render_failure '该老师已在关键人列表中'
  else
    render_failure e.message
  end
end

#add_money ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 253

def add_money
  follow_up = FollowUp.find(params[:id])
  money_plan = follow_up.money_plans.build(date_at: params[:date_at], amount: params[:amount], clazz: params[:clazz])
  money_plan.staff = @current_admin
  if money_plan.save
    render_success
  else
    render_failure money_plan
  end
end

#add_tag ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 349

def add_tag
  followup = FollowUp.find(params[:id])
  gon.tags = []
  tags = Tag.all.pluck(:name)
  selecte_tags = followup.follow_up_tags.includes(:tag).map { |d| d.tag.name }
  tags.each do |d|
    gon.tags << {name: d, value: d, selected: selecte_tags.include?(d)}
  end
  render layout: false
end

#comment ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 334

def comment
  followup = FollowUp.find(params[:id])
  followup.update(comment: params[:comment])
  render_success
end

#create ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 98

def create
  load_business
  if @business.last_follow_up
    follow_up =  @business.last_follow_up.dup
    follow_up.assign_attributes(follow_up_params)
  else
    follow_up = @business.follow_ups.build(follow_up_params)
  end
  if params[:service_time].present?
    date = params[:service_time].split(" - ")
    follow_up.service_start_time = date[0]
    follow_up.service_end_time = date[1]
    follow_up.service_time_long = (date[1].to_date - date[0].to_date).to_i
  end
  follow_up.staff = @current_admin
  params[:assign_follow_up].each do |d|
    follow_up.assign_follow_ups.build(staff_id: d)
  end

  follow_up.profit_amount = follow_up.actual_amount - (follow_up.divide_amount.to_i) if follow_up.actual_amount
  last_follow_up = @business.last_follow_up
  if @business.clazz.present?
    follow_up.clazz_changed = @business.clazz_id != follow_up.clazz_id
    if follow_up.clazz_changed
      if @business.clazz.extras == 'a_class'
        @business.state_id = 3
      end
      if @business.clazz.extras.present? && follow_up.clazz.extras.present?
        clazz_changes = "#{@business.clazz.extras.split('_')[0]}-#{follow_up.clazz.extras.split('_')[0]}"
      else
        clazz_changes = "-"
      end
      business_clazz_change = EducodeSales::BusinessClazzChange.find_or_initialize_by(business_id: @business.id, clazz_changed: clazz_changes)
      business_clazz_change.save unless business_clazz_change.persisted?
    end
  end

  # 计划投标时间有变化且是当前周的话，添加当周/当月的销售计划
  current_week = Time.now.strftime('%W').to_i
  if follow_up.invitation_at&.strftime('%W').to_i == current_week
    if last_follow_up && last_follow_up.invitation_at&.strftime('%W').to_i == current_week
      current_week = nil
    end
  else
    current_week = nil
  end

  if follow_up.save
    if last_follow_up.present?
      last_follow_up.key_person.each do |d|
        key_person = d.dup
        key_person.follow_up_id = follow_up.id
        key_person.save
      end
      last_follow_up.money_plans.each do |d|
        money = d.dup
        money.staff = @current_admin
        money.follow_up_id = follow_up.id
        money.save
      end
      # 合同里签到日期全同步到最新跟进
      last_follow_up.contract_date_lists.update_all(follow_up_id: follow_up.id)
    end
    @business.update(last_follow_up_id: follow_up.id, clazz_id: follow_up.clazz_id, p_deploy_time: params[:deploy_time])

    if current_week.present?
      staff_manage_ids = @business&.last_follow_up&.assign_follow_ups.present? ? @business.last_follow_up.assign_follow_ups.pluck(:staff_id) : [@business.staff_id]
      common_id = EducodeSales::Common.find_by(clazz: '计划类型', name: '中标计划')&.id
      staff_manage_ids.each do |staff_id|
        EducodeSales::SalePlan.create(month: Time.now.beginning_of_month, weekly: current_week, content: "提醒：请补充中标计划内容！", business: @business, staff_id: staff_id, finish_rate: '0', common_id: common_id )
        EducodeSales::SalePlan.create(month: Time.now.beginning_of_month, content: "提醒：请补充中标计划内容！", business: @business, staff_id: staff_id, finish_rate: '0', common_id: common_id )
      end
    end

    # 更新对应的计划完成度
    if follow_up.bidded_date.present?
      staff_manage_ids = @business&.last_follow_up&.assign_follow_ups.present? ? @business.last_follow_up.assign_follow_ups.pluck(:staff_id) : [@business.staff_id]
      common_id = EducodeSales::Common.find_by(clazz: '计划类型', name: '中标计划')&.id
      if follow_up.bidded_date.strftime('%W') == Time.now.strftime('%W')
        EducodeSales::SalePlan.where(month: Time.now.beginning_of_month, weekly: Time.now.strftime('%W').to_i, business: @business, staff_id: staff_manage_ids, finish_rate: 0, common_id: common_id).update_all(finish_rate: 100)
      end
      if follow_up.bidded_date.strftime('%Y-%m') == Time.now.strftime('%Y-%m')
        EducodeSales::SalePlan.where(month: Time.now.beginning_of_month, weekly: nil, business: @business, staff_id: staff_manage_ids, finish_rate: 0, common_id: common_id).update_all(finish_rate: 100)
      end
    end


    # 增加o商机编号
    add_business_number
    update_department
    render_success
  else
    render_failure follow_up
  end
end

#delete_money ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 274

def delete_money
  follow_up = FollowUp.find_by(id: params[:id])
  money_plan = follow_up.money_plans.find(params[:plan_id])
  if money_plan.destroy
    render_success
  else
    render_failure money_plan
  end
end

#destroy ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 194

def destroy
  follow_up = FollowUp.find(params[:id])
  business = follow_up.business
  if follow_up.soft_destroy(@current_admin.id)
    if follow_up.id == business.last_follow_up_id
      if business.follow_ups.last&.clazz_id
        business.clazz_id = business.follow_ups.last&.clazz_id
      end
      business.update(last_follow_up: business.follow_ups.last, return_money: MoneyPlan.where(clazz: '实际回款', follow_up_id: business.follow_ups.last&.id).sum(:amount))
      # 合同里签到日期全同步到最新跟进
      follow_up.contract_date_lists.update_all(follow_up_id: business.follow_ups.last.id) if business.follow_ups.last.present?
    end
    render_success
  else
    render_failure follow_up
  end
end

#file ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 340

def file
  gon.folder = edu_setting('attachment_folder') + '/'
  render layout: false
end

#index ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 6

def index
  authorize! :read, Business
  respond_to do |format|
    format.html do
    end
    format.json do
      if @current_admin.is_admin?
        @follow_ups = FollowUp.all
      else
        permissions = @current_admin.permissions.pluck(:name)
        area_business_ids = []
        if permissions.include?("专项管理商机")
          # 按客户类型查看商机下跟进记录
          school_tag_ids  = EducodeSales::StaffSchoolTag.where(staff_id: @current_admin.id).pluck :school_tag_id
          school_ids = SchoolTagMiddle.where(school_tag_id: school_tag_ids).pluck :school_id
          area_business_ids = Business.joins("JOIN departments ON educode_sales_businesses.department_id = departments.id").where("departments.school_id in (?)", school_ids).pluck(:id)
        end
       
        level = @current_admin.role.role_areas.find_by(clazz: '商机管理').level
        case level
        when '自己'
          if permissions.include?("区域管理商机")
            # 按负责区域查看商机下跟进记录
            school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id)
            area_business_ids += Business.joins("JOIN departments ON educode_sales_businesses.department_id = departments.id").where("departments.school_id in (?)", school_ids).pluck(:id)
          end
          
          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)
          business_ids = @businesses.pluck(:id)

          # 指定查看人
          follow_up_ids = EducodeSales::WatchFollowUp.where(staff_id: @current_admin.id).pluck(:follow_up_id)
          @follow_ups = FollowUp.where(business_id: business_ids + area_business_ids).or(FollowUp.where(id: follow_up_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)
          business_ids = @businesses.pluck(:id)
          follow_up_ids = EducodeSales::WatchFollowUp.where(staff_id: @current_admin.id).pluck(:follow_up_id)
          @follow_ups = FollowUp.where(business_id: business_ids + area_business_ids).or(FollowUp.where(id: follow_up_ids))
        else
          @follow_ups = FollowUp.all
        end
      end
      if params[:q].present? && params[:q][:name].present?
        @follow_ups = @follow_ups.joins(:business).where("educode_sales_businesses.name LIKE ?", "%#{params[:q][:name]}%")
      end
      if params[:q].present? && params[:q][:follows_date].present?
        date = params[:q][:follows_date].split(" - ")
        @follow_ups = @follow_ups.where("educode_sales_follow_ups.created_at > ? AND educode_sales_follow_ups.created_at < ?", date[0], date[1] + '23:59:59')
      end
      if params[:q].present? && params[:q][:property].present?
        # 客户类型
        @follow_ups = @follow_ups.joins(business: [department: [school: :school_tags]]).where("school_tags.id = ?", params[:q][:property])
      end
      if params[:q].present? && params[:q][:staff_id].present?
        @follow_ups = @follow_ups.where(staff_id: params[:q][:staff_id])
      end
      if params[:q].present? && params[:q][:department].present?
        departments_ids = Department.joins(:school).where("schools.name like ?", "%#{params[:q][:department]}%").pluck(:id)
        @follow_ups = @follow_ups.joins(business: :department).where("departments.id in (?)", departments_ids)
      end
      if params[:q].present? && params[:q][:area].present?
        p = EducodeSales::Common.find(params[:q][:area]).name
        @follow_ups = @follow_ups.joins(business: :department).joins("
          JOIN schools ON departments.school_id = schools.id
        ").where("province = ?", p)
      end

      if params[:q].present? && params[:q][:description].present?
        @follow_ups = @follow_ups.joins(:business).joins("JOIN educode_sales_businesses ON educode_sales_businesses.id = educode_sales_follow_ups.business_id
                ").where("educode_sales_follow_ups.description LIKE ?" ,"%#{params[:q][:description]}%")

      end

      if params[:q].present? && params[:q][:staff].present?
        @follow_ups = @follow_ups.joins(business: [staff: :user]).where("CONCAT(users.lastname, users.firstname) like ?", "%#{params[:q][:staff]}%")
      end

      @follow_ups = @follow_ups.includes(:staff, :clazz, :stage, key_person: :teacher, business: [department: :school])

      if params[:sort].present? && params[:sort][:field]
        @follow_ups = @follow_ups.order("#{params[:sort][:field]} #{params[:sort][:order]}")
      else
        @follow_ups = @follow_ups.order("educode_sales_follow_ups.created_at desc")
      end
      @follow_ups = @follow_ups.page(params[:page]).per(params[:limit])
    end
end
end

#money_plans ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 248

def money_plans
  follow_up = FollowUp.find_by(id: params[:id])
  @money_plans = follow_up.money_plans.page(params[:page]).per(params[:limit])
end

#teachers ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 239

def teachers
  follow_up = FollowUp.find_by(id: params[:id])
  if follow_up.present?
    @teachers = follow_up.key_person.includes(:teacher).page(params[:page]).per(params[:limit])
  else
    @teachers = FollowUp.none
  end
end

#update ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 212

def update
  follow_up = FollowUp.find(params[:id])
  follow_up.assign_attributes(follow_up_params)
  if params[:service_time].present?
    date = params[:service_time].split(" - ")
    follow_up.service_start_time = date[0]
    follow_up.service_end_time = date[1]
    follow_up.service_time_long = (date[1].to_date - date[0].to_date).to_i
  end
  assign_follow_ups = []
  params[:assign_follow_up].each do |d|
    assign_follow_ups << follow_up.assign_follow_ups.find_or_initialize_by(staff_id: d)
  end
  follow_up.assign_follow_ups = assign_follow_ups
  follow_up.profit_amount = follow_up.actual_amount - (follow_up.divide_amount.to_i) * 0.01 if follow_up.actual_amount
  if follow_up.save
    # 增加o类商机
    @business = follow_up.business
    @business.update(clazz_id: follow_up.clazz_id, p_deploy_time: params[:deploy_time])
    add_business_number
    update_department
    render_success
  else
    render_failure follow_up
  end
end

#update_advise ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 328

def update_advise
  followup = FollowUp.find(params[:id])
  followup.update(advise: params[:content])
  render_success
end

#update_assign ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 388

def update_assign
  follow_up = FollowUp.find(params[:id])
  staffs = []
  params[:staff_ids].split(",").each do |staff_id|
    staffs << WatchFollowUp.find_or_initialize_by(staff_id: staff_id, follow_up_id: follow_up.id)
  end
  follow_up.watch_follow_ups = staffs
  follow_up.save
  render json: {success: true, tags: staffs.map { |d| d.staff.user.real_name }}
end

#update_money ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 264

def update_money
  follow_up = FollowUp.find_by(id: params[:id])
  money_plan = follow_up.money_plans.find(params[:plan_id])
  if money_plan.update(date_at: params[:date_at], amount: params[:amount], clazz: params[:clazz])
    render_success
  else
    render_failure money_plan
  end
end

#update_tags ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 360

def update_tags
  follow_up = FollowUp.find(params[:id])
  tags = []
  tags_name = []
  params[:tags].split(",").uniq.each do |d|
    tag = Tag.find_or_initialize_by(name: d) do |d|
      d.staff = @current_admin
    end
    tags_name << tag.name
    tag.save unless tag.persisted?
    t = FollowUpTag.find_or_initialize_by(tag_id: tag.id, follow_up_id: follow_up.id)
    t.staff = @current_admin
    tags << t
  end
  follow_up.follow_up_tags = tags
  follow_up.save
  render json: {success: true, tags: tags_name}
end

#upload_file ⇒ Object 



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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 345

def upload_file
  render layout: false
end