Class: EducodeSales::MoneyPlanRecordsController

Inherits:
ApplicationController show all
Defined in:
app/controllers/educode_sales/money_plan_records_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 ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 96

def add
  render layout: false
end

#confirm ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 164

def confirm
  money_plan_record = MoneyPlanRecord.find(params[:id])
  money_plan_record.money_plan_claims.where.not(money_plan_id: params[:money_plan_ids]).delete_all
  businesses = []
  (params[:num].to_i + 1).times do |i|
    claim = money_plan_record.money_plan_claims.find_or_initialize_by(money_plan_id: params[:money_plan_ids][i])
    claim.amount = params["amount[#{i}]"]
    claim.staff =  @current_admin
    claim.save
    business = claim.money_plan.business
    if business
      businesses << business
      money_plan_record.update(business_id: business.id)
      # business.update(return_money: claim.money_plan.money_plan_claims.sum(:amount))
    end
  end
  businesses.uniq.each do |d|
    d.update(return_money: d.money_plans.joins(:money_plan_claims).sum("educode_sales_money_plan_claims.amount").round(6) )

    # 更新对应的计划完成度
    staff_manage_ids = d&.last_follow_up&.assign_follow_ups.present? ? d.last_follow_up.assign_follow_ups.pluck(:staff_id) : [d.staff_id]
    common_id = EducodeSales::Common.find_by(clazz: '计划类型', name: '回款计划')&.id
    EducodeSales::SalePlan.where(month: Time.now.beginning_of_month, business: d, staff_id: staff_manage_ids, common_id: common_id).update_all(finish_rate: 100)
 

    # 生成跟进信息
    last_follow_up = d.last_follow_up
    if last_follow_up.present?
      follow_up = last_follow_up.dup
      follow_up.description = "认领了回款记录"
      follow_up.staff = @current_admin

      last_follow_up.assign_follow_ups.each do |d|
        follow_up.assign_follow_ups.build(staff_id: d.staff_id)
      end

      if follow_up.save!
        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
         # 上次的回款计划的跟进也要同步到最新的跟进id，不然回款计划列表会找不到
         EducodeSales::MoneyPlan.where(business_id: d.id, follow_up_id: last_follow_up.id).update_all(follow_up_id: follow_up.id)

        # 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)
        
        follow_up.follow_up_trends.create(clazz: '跟进信息', content: "认领了回款记录", staff_id: @current_admin.id)
        d.update(last_follow_up_id: follow_up.id)
      end
    end
  end
  render_success
end

#confirm_plan ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 100

def confirm_plan
  @money_plan_record = MoneyPlanRecord.find(params[:id])
  gon.money_plan_records = []
  gon.money_plan_ids = []
  gon.money_plan_claim_amount = []
  @money_plan_claim = nil
  @money_plan_claims = @money_plan_record.money_plan_claims.each_with_index do |d, i|
    if i == 0
      @money_plan_claim = d
    end
    gon.money_plan_records << [{value: d.money_plan_id.to_s, name: "#{d.money_plan.business&.number}/#{d.money_plan.business&.name}/#{d.money_plan.business&.school&.name}/ #{d.money_plan.business.last_follow_up&.actual_amount}万 / #{d.money_plan.date_at.to_s(:date)}"}]
    gon.money_plan_ids << d.money_plan_id.to_s
    gon.money_plan_claim_amount << [d.amount]
  end

  gon.edit_record = can?(:update_record, EducodeSales::MoneyPlan)
  gon.edit_record_self = can?(:update_record_self, EducodeSales::MoneyPlan)
  gon.staff_id = @current_admin.id
  render layout: false
end

#create ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 121

def create
  business_id = Business.find_by(id: params[:business_id])&.id
  record = MoneyPlanRecord.new(amount: params[:amount], payer_name: params[:payer_name], date_at: params[:date_at], staff_id: @current_admin.id, business_id: business_id)
  if record.save
    render_success
  else
    render_failure record
  end
end

#destroy ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 158

def destroy
  money_plan_record = MoneyPlanRecord.find(params[:id])
  money_plan_record.destroy
  render json: { succcess: true}
end

#edit ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 144

def edit
  @money_plan_record = MoneyPlanRecord.find(params[:id])
  render layout: false
end

#index ⇒ Object 



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

def index
  respond_to do |format|
    format.html do

    end
    format.js do
      gon.edit_record = can?(:update_record, EducodeSales::MoneyPlan)
      gon.edit_record_self = can?(:update_record_self, EducodeSales::MoneyPlan)
      gon.staff_id = @current_admin.id
      common = Common.find_by(clazz: 'staff_type', name: '销售')
      gon.staffs = Staff.joins(:user).where(job_type: common.id).where.not(role_id: 11).map { |d| {name: d.user.real_name, value: d.id } }

      if params[:date_at].present? && params[:date_at] != '全部'
        gon.date = Time.new(params[:date_at]).beginning_of_year.strftime("%Y-%m-%d") + " - " + Time.new(params[:date_at]).end_of_year.strftime("%Y-%m-%d")
      end
    end
    format.json do
      @money_plan_records = MoneyPlanRecord.left_joins(:money_plan_claims).group("educode_sales_money_plan_records.id").select("educode_sales_money_plan_records.*, COUNT(educode_sales_money_plan_claims.id) AS claim_num")
      if @current_admin.is_admin?
        @money_plan_records = @money_plan_records
      else
        level = @current_admin.role.role_areas.find_by(clazz: '回款管理').level
        case level
        when '自己'
          @money_plan_records = @money_plan_records.where(staff_id: @current_admin.id)
        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)
          if @current_admin.staff_school_tags.present?
            # 如果设置专项客户类型，则视为专项经理，根据专项客户查看对应商机
            school_ids += School.joins(:school_tags).where("school_tags.id in (?)", @current_admin.staff_school_tags.pluck(:school_tag_id)).pluck(:id)
          end
          b_ids = Business.where(school_id: school_ids.uniq).pluck(:id)
          @money_plan_records = @money_plan_records.joins(:business).where("educode_sales_businesses.id in (?) OR educode_sales_money_plan_records.staff_id = ?", b_ids, @current_admin.id)
        end
      end

      if params[:q].present? && params[:q][:payer_name].present?
        @money_plan_records = @money_plan_records.where("payer_name like ?", "%#{params[:q][:payer_name]}%")
      end

      if params[:q].present? && params[:q][:school].present?
        @money_plan_records = @money_plan_records.joins(business: [department: :school]).where("schools.name like ?", "%#{params[:q][:school]}%")
      end

      if params[:q].present? && params[:q][:date_at].present?
        date = params[:q][:date_at].split(" - ")
        @money_plan_records = @money_plan_records.where("date_at BETWEEN ? AND ?", date[0] + ' 00:00:00', date[1] + ' 23:59:59')
      end
      if params[:q].present? && params[:q][:state].present?
        if params[:q][:state] == '已认领'
          @money_plan_records = @money_plan_records.having("claim_num > 0")
        elsif params[:q][:state] == '待认领'
          @money_plan_records = @money_plan_records.having("claim_num = 0 AND business_id IS NOT NULL")
        elsif params[:q][:state] == '无对应合同'
          @money_plan_records = @money_plan_records.having("claim_num = 0 AND business_id IS NULL")
        end

      end

      if params[:q].present? && params[:q][:property].present?
        # 客户类型
        @money_plan_records = @money_plan_records.joins(business: [department: [school: :school_tags]]).where("school_tags.id = ?", params[:q][:property])
      end

      if params[:q].present? && params[:q][:staff_manages].present?
        # 销售经理
        @money_plan_records = @money_plan_records.joins(:business).joins("
          LEFT JOIN educode_sales_follow_ups AS last_follow_up ON educode_sales_businesses.last_follow_up_id = last_follow_up.id AND last_follow_up.deleted_at IS NULL
          LEFT JOIN educode_sales_assign_follow_ups ON educode_sales_assign_follow_ups.follow_up_id = last_follow_up.id").
       where("(educode_sales_assign_follow_ups.id IS NOT NULL AND educode_sales_assign_follow_ups.staff_id = ?) OR (educode_sales_assign_follow_ups.id IS NULL AND educode_sales_businesses.staff_id = ?)", params[:q][:staff_manages], params[:q][:staff_manages])
      end

      if params[:q].present? && params[:q][:amount].present?
        @money_plan_records = @money_plan_records.where(amount: params[:q][:amount])
      end

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

      if params[:page].present?
        @money_plan_records = @money_plan_records.page(params[:page]).per(params[:limit])
      end
      @money_plan_records = @money_plan_records
    end
  end
end

#update ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 149

def update
  money_plan_record = MoneyPlanRecord.find(params[:id])
  if money_plan_record.update(money_plan_record_params)
    render json: { succcess: true}
  else
    render_failure money_plan_record
  end
end

#upload ⇒ Object 



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# File 'app/controllers/educode_sales/money_plan_records_controller.rb', line 131

def upload
  xlsx = Roo::Spreadsheet.open(params[:file])
  ods = xlsx.sheet(0)
  rows = ods.last_row - 1
  rows.times do |r|  #行数
    next unless ods.row(r+2)[0]
    business_id = Business.find_by(number: ods.row(r+2)[3].to_s.strip)&.id
    EducodeSales::MoneyPlanRecord.create(payer_name: ods.row(r+2)[0].to_s.strip, amount: ods.row(r+2)[1].to_s.strip, date_at: ods.row(r+2)[2].to_s.strip, business_id: business_id, staff_id: @current_admin.id) if business_id
  end

  render json: { succcess: true}
end