Class: EducodeSales::PlansController
- Inherits:
-
ApplicationController
- Object
- ActionController::Base
- ApplicationController
- EducodeSales::PlansController
- Defined in:
- app/controllers/educode_sales/plans_controller.rb
Instance Method Summary collapse
- #add_year_target ⇒ Object
- #audit_staff_year_target ⇒ Object
- #business_infos ⇒ Object
- #cal_finish_amount ⇒ Object
- #create ⇒ Object
- #create_business_info ⇒ Object
- #create_sales_plan ⇒ Object
- #delete_business_info ⇒ Object
- #destroy ⇒ Object
- #edit_bussiness_info ⇒ Object
- #edit_bussiness_info_extra ⇒ Object
- #edit_month ⇒ Object
- #edit_monthly ⇒ Object
- #edit_week ⇒ Object
- #edit_weekly ⇒ Object
- #edit_year_plan ⇒ Object
- #index ⇒ Object
- #month_plan ⇒ Object
- #monthly ⇒ Object
- #my_month ⇒ Object
- #my_week ⇒ Object
- #my_years_plan ⇒ Object
- #new ⇒ Object
- #new_month ⇒ Object
- #new_monthly ⇒ Object
- #new_week ⇒ Object
- #new_weekly ⇒ Object
- #new_year ⇒ Object
- #plan_business_infos ⇒ Object
- #save_staff_year_target ⇒ Object
- #show_month ⇒ Object
- #show_monthly ⇒ Object
- #show_week ⇒ Object
- #show_weekly ⇒ Object
-
#staff_businesses ⇒ Object
暂时不用.
- #staff_year_business ⇒ Object
- #staff_year_target ⇒ Object
- #staff_year_target_log ⇒ Object
- #update ⇒ Object
- #update_business_info ⇒ Object
- #update_business_info_extra ⇒ Object
- #week_plan ⇒ Object
- #weekly ⇒ Object
- #year_execute ⇒ Object
- #year_plan ⇒ Object
- #year_target ⇒ Object
- #years_all_target ⇒ Object
- #years_plan ⇒ Object
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_year_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 673 def add_year_target history = EducodeSales::SalesTargetHistory.find_by(staff_id: params[:staff_id], year: params[:year], school_tag_id: params[:school_tag_id], target_clazz: params[:target_clazz]) # history.update_attributes(params.permit(:m_target_1, :m_target_2, :m_target_3, :m_target_4, :m_target_5, :m_target_6, :m_target_7, :m_target_8, :m_target_9, :m_target_10, :m_target_11, :m_target_12)) if history # 不能重复添加 #if EducodeSales::SalesTargetHistory.exists?(staff_id: params[:staff_id], year: params[:year], school_tag_id: params[:school_tag_id], target_clazz: params[:target_clazz]) # return render_failure "不能重复添加" #end target = EducodeSales::SalesTargetHistory.new(year_target_param) if history use_old_attributes = %w[m_target_1 m_target_2 m_target_3 m_target_4 m_target_5 m_target_6 m_target_7 m_target_8 m_target_9 m_target_10 m_target_11 m_target_12] - params.keys use_old_attributes.each do |attr| target[attr] = history[attr] end end if history target.num = history.num else target.num = EducodeSales::SalesTargetHistory.maximum(:id).to_i + 1 end target.creator_id = @current_admin.id target.state = '待审核' if target.save render json: { id: target.id, state: target.state, updated_at: target.updated_at.to_s(:date) } else render_failure target end end |
#audit_staff_year_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 771 def audit_staff_year_target target = EducodeSales::SalesTarget.find(params[:id]) if target.state == '待审核' target.state = params[:state] target.comment = params[:comment] target.reviewer_id = @current_admin.id if target.save create_target_operation_log(target.attributes.dup) p render json: {id: target.id, comment: target.comment, reviewer: @current_admin.user&.real_name, state: target.state, updated_at: target.updated_at.to_s(:date)} else render_failure target end else render json: {success: false, msg: '该状态不能编辑'} end end |
#business_infos ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 450 def business_infos @data = @current_admin.business_infos.where(sale_plan_id: nil, year: params[:year]) if params[:sort].present? && params[:sort][:field] @data = @data.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @data = @data.order("created_at desc") end @data = @data.page(params[:page]).per(params[:limit]) end |
#cal_finish_amount ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 629 def cal_finish_amount start_at = params[:year] + "-01-01" end_at = params[:year] + "-12-31" amount = 0 case params[:target_clazz] when "回款" # 对应销售经理下回款时间的回款金额 amount = EducodeSales::MoneyPlanRecord.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"). joins(business: [department: [school: :school_tags]]).where("school_tags.id = ?", params[:school_tag_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[:staff_id], params[:staff_id]). where("date_at >= ? AND date_at <= ?", start_at, end_at).sum("amount") when '商机' a_clazz = EducodeSales::Common.find_by(extras: 'a_class') start_at = "#{params[:year]}-01-01 00:00:01" end_at = "#{params[:year]}-12-31 23:59:59" staff_id = params[:staff_id] # 对应销售经理下A类商机预算金额 amount = EducodeSales::Business.from("( SELECT distinct educode_sales_businesses.id, last_follow_up.budget_amount, educode_sales_businesses.deleted_at, educode_sales_businesses.department_id FROM educode_sales_businesses JOIN educode_sales_follow_ups ON educode_sales_follow_ups.business_id = educode_sales_businesses.id AND educode_sales_businesses.clazz_id = #{a_clazz.id} AND educode_sales_follow_ups.created_at > '#{start_at}' AND educode_sales_follow_ups.created_at < '#{end_at}' 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 AND last_follow_up.clazz_id = #{a_clazz.id} 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 = '#{staff_id}') OR (educode_sales_assign_follow_ups.id IS NULL AND educode_sales_businesses.staff_id = '#{staff_id}') ) AS educode_sales_businesses ").joins(department: [school: :school_tags]).where("school_tags.id = ?", params[:school_tag_id]).sum(:budget_amount) when '中标' # 对应销售经理下合同列表的中标时间下合同金额 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) businesses = EducodeSales::Business.joins(" JOIN educode_sales_follow_ups ON educode_sales_businesses.last_follow_up_id = educode_sales_follow_ups.id ").joins("LEFT JOIN educode_sales_assign_follow_ups ON educode_sales_assign_follow_ups.follow_up_id = educode_sales_businesses.last_follow_up_id"). joins(department: [school: :school_tags]).where("school_tags.id = ?", params[:school_tag_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[:staff_id], params[:staff_id]). where("educode_sales_follow_ups.stage_id in (?)", contract_ids). where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ?", start_at, end_at).sum(:actual_amount) end render json: {amount: amount} end |
#create ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 68 def create if params["year"].present? business = Business.find_by(id: params[:business_id]) plan = @current_admin.sale_plans.build(year: params[:year], business_id: business.id, clazz: params[:clazz], common_id: params[:common_id] ) if params[:assign_id].present? plan.staff_id = params[:assign_id] plan.assign_id = @current_admin.id end if plan.save render_success else render_failure plan end else plan = @current_admin.sale_plans.build(plan_params) plan.month = params["month"] + "-1" plan.business = Business.find_by(id: params[:business_id]) if params[:assign_id].present? plan.staff_id = params[:assign_id] plan.assign_id = @current_admin.id end if plan.save render_success else render_failure plan end end end |
#create_business_info ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 99 def create_business_info business = Business.find_by(id: params[:business_id]) info = @current_admin.business_infos.find_or_initialize_by(year: params[:year], business_id: business.id, clazz: params[:clazz]) if info.save render_success else render_failure info end end |
#create_sales_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 514 def create_sales_plan @current_admin.business_infos.where(sale_plan_id: nil).each do |d| plan = @current_admin.sale_plans.create(year: d.year, business_id: d.business_id, clazz: d.clazz) d.update(sale_plan_id: plan.id) end render_success end |
#delete_business_info ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 522 def delete_business_info @current_admin.business_infos.where(id: params[:id]).destroy_all render_success end |
#destroy ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 274 def destroy if params[:year].present? # 删除年度计划 sale_plans = SalePlan.where(year: params[:year], clazz: EducodeSales::SalePlan::CLAZZ_NAME[params[:clazz]]) sale_plans.each do |d| EducodeSales::Recycle.create(source: d, deleter_id: @current_admin.id) end sale_plans.update_all(deleted_at: Time.now) sale_plans.business_infos.delete_all render_success else sale_plan = SalePlan.find(params[:id]) if sale_plan.soft_destroy(@current_admin.id) render_success else render_failure sale_plan end end end |
#edit_bussiness_info ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 461 def edit_bussiness_info @business_info = @current_admin.business_infos.find(params[:id]) render layout: false end |
#edit_bussiness_info_extra ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 466 def edit_bussiness_info_extra @business_info = EducodeSales::BusinessInfo.find(params[:id]) render layout: false end |
#edit_month ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 298 def edit_month @commons = Common.where(clazz: '计划类型').pluck(:name, :id) business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @businesses = Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id).order(created_at: :desc) @businesses = @businesses.map { |b| [b.name + "(" + b.department&.school&.name.to_s + ")" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), b.id] } @sale_plan = SalePlan.find(params[:id]) @finish_rates = [] 11.times { |d| @finish_rates << ["#{d*10}%", d * 10]} render layout: false end |
#edit_monthly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 309 def edit_monthly render layout: false end |
#edit_week ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 228 def edit_week @commons = Common.where(clazz: '计划类型').pluck(:name, :id) business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @sale_plan = SalePlan.find(params[:id]) # 加入指派的商机id business_ids << @sale_plan.business_id @businesses = Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id).order(created_at: :desc) @businesses = @businesses.map { |b| [b.name + "(" + b.department&.school&.name.to_s + ")" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), b.id] } if @sale_plan.weekly.present? week = Time.now.strftime('%W').to_i if week > 3 @weeks = [week+2, week+1, week, week - 1, week - 2] elsif week == 2 @weeks = [week, week - 1] else @weeks = [week] end @weeks << @sale_plan.weekly @weeks = @weeks.uniq.sort @weeks = @weeks.map do |d| if d == week ["#{d} 本周", d] else [d, d] end end end @months = [Time.now.strftime("%Y-%m"), Time.now.months_ago(1).strftime("%Y-%m")] @months << @sale_plan.month.strftime("%Y-%m") @months = @months.uniq.sort @finish_rates = [] 11.times { |d| @finish_rates << ["#{d * 10}%", d * 10] } render layout: false end |
#edit_weekly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 294 def edit_weekly render layout: false end |
#edit_year_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 527 def edit_year_plan @clazz = EducodeSales::SalePlan::CLAZZ_NAME render layout: false end |
#index ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 6 def index # authorize! :read, SalePlan respond_to do |format| format.html do common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end format.json do if @current_admin.is_admin? @sale_plans = SalePlan else level = @current_admin.role.role_areas.find_by(clazz: '销售计划').level case level when '自己' @sale_plans = SalePlan.where(staff_id: @current_admin.id) when '区域' staff_ids = Staff.joins(user: [user_extension: [department: :school]]).where("schools.province in (?)", @current_admin.areas.pluck(:name)).pluck(:id) school_ids = StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id) if @current_admin..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..pluck(:school_tag_id)).pluck(:id) end business_ids = Business.where(school_id: school_ids.uniq).pluck(:id) @sale_plans = SalePlan.where("staff_id in (?) OR educode_sales_sale_plans.staff_id = ? OR educode_sales_sale_plans.business_id in (?)", staff_ids, @current_admin.id,business_ids) else @sale_plans = SalePlan end end if params[:clazz] == 'week' @sale_plans = @sale_plans.where.not(weekly: nil).where.not(month: nil) elsif params[:clazz] == 'month' @sale_plans = @sale_plans.where(weekly: nil).where.not(month: nil) end if params[:q].present? && params[:q][:staff_id].present? @sale_plans = @sale_plans.where(staff_id: params[:q][:staff_id]) end # p "#{params[:q][:year]}-01-01 00:00:00".to_date, "#{params[:q][:year]}-12-31 23:59:00".to_date if params[:q].present? && params[:q][:year].present? @sale_plans = @sale_plans.where("month >= ? and month <= ?", "#{params[:q][:year]}-01-01 00:00:00".to_date, "#{params[:q][:year]}-12-31 23:59:00".to_date) end if params[:q].present? && params[:q][:month].present? @sale_plans = @sale_plans.where("month = ?", "#{params[:q][:month]}-01 00:00:00".to_date) end if params[:sort].present? && params[:sort][:field] @sale_plans = @sale_plans.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @sale_plans = @sale_plans.order("created_at desc") end @sale_plans = @sale_plans.page(params[:page]).per(params[:limit]) end end end |
#month_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 553 def month_plan common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end |
#monthly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 546 def monthly common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end |
#my_month ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 323 def my_month @sale_plans = SalePlan.where(staff_id: @current_admin.id, month: Time.now.strftime("%Y-%m") + "-01 00:00:00", weekly: nil) if params[:sort].present? && params[:sort][:field] @sale_plans = @sale_plans.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @sale_plans = @sale_plans.order("updated_at desc") end @sale_plans = @sale_plans.page(params[:page]).per(params[:limit]) end |
#my_week ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 313 def my_week @sale_plans = SalePlan.where(staff_id: @current_admin.id, month: Time.now.strftime("%Y-%m") + "-01 00:00:00", weekly: Time.now.strftime('%W').to_i) if params[:sort].present? && params[:sort][:field] @sale_plans = @sale_plans.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @sale_plans = @sale_plans.order("updated_at desc") end @sale_plans = @sale_plans.page(params[:page]).per(params[:limit]) end |
#my_years_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 446 def my_years_plan @sale_plans = SalePlan.where(staff_id: @current_admin.id) end |
#new ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 64 def new render layout: false end |
#new_month ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 152 def new_month @commons = Common.where(clazz: '计划类型').pluck(:name, :id) common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @business = Business.find_by(id: params[:business_id]) business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @businesses =Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id).order(created_at: :desc) @businesses = @businesses.map { |b| [b.name + "(#{b.department&.school&.name} #{b.department&.name})" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), b.id] } render layout: false end |
#new_monthly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 190 def new_monthly d = @current_admin area_ids = EducodeSales::Common.where(clazz: 'area').ids.sort.to_s if d.areas.present? if d.areas.ids.sort.to_s == area_ids @area = '全国' else @area = d.areas.pluck(:name).join("、") end else @area = '' end @name = @current_admin.user.real_name sale_plans = SalePlan.where(month: Time.now.strftime("%Y-%m") + "-01 00:00:00", staff_id: @current_admin.id, weekly: nil) @rate = sale_plans.present? ? (sale_plans.sum("finish_rate") / sale_plans.size) : 0 @departments_count = sale_plans.joins(:business).count("distinct(department_id)") @total_amount = sale_plans.joins(business: :last_follow_up).distinct.sum("total_amount") render layout: false end |
#new_week ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 110 def new_week @business = Business.find_by(id: params[:business_id]) common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @week = Time.now.strftime('%W').to_i week = Time.now.strftime('%W').to_i if week > 3 @weeks = [[week+2,week+2], [week+1,week+1], [week.to_s + ' 本周',week], [week - 1,week - 1], [week - 2,week - 2]] elsif week == 2 @weeks = [[week.to_s + ' 本周',week], [week - 1,week - 1]] else @weeks = [[week.to_s + ' 本周',week]] end @commons = Common.where(clazz: '计划类型').pluck(:name, :id) business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @businesses = Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id).order(created_at: :desc) @businesses = @businesses.map { |b| [b.name + "(#{b.department&.school&.name} #{b.department&.name})" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), b.id] } render layout: false end |
#new_weekly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 132 def new_weekly d = @current_admin area_ids = EducodeSales::Common.where(clazz: 'area').ids.sort.to_s if d.areas.present? if d.areas.ids.sort.to_s == area_ids @area = '全国' else @area = d.areas.pluck(:name).join("、") end else @area = '' end @name = @current_admin.user.real_name sale_plans = SalePlan.where(month: Time.now.strftime("%Y-%m") + "-01 00:00:00", weekly: Time.now.strftime('%W').to_i, staff_id: @current_admin.id) @rate = sale_plans.present? ? (sale_plans.sum("finish_rate") / sale_plans.size) : 0 @departments_count = sale_plans.joins(:business).count("distinct(department_id)") @total_amount = sale_plans.joins(business: :last_follow_up).distinct.sum("total_amount") render layout: false end |
#new_year ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 164 def new_year @business = Business.find_by(id: params[:business_id]) business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @businesses =Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id).order(created_at: :desc) @businesses = @businesses.map { |b| [ b.name + "(#{b.department&.school&.name} #{b.department&.name})" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), b.id] } @clazz = EducodeSales::SalePlan::CLAZZ_NAME render layout: false end |
#plan_business_infos ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 471 def plan_business_infos if params[:q] && params[:q][:year_search].present? @data = EducodeSales::BusinessInfo.where(year: params[:q][:year_search], staff_id: params[:staff_id]) else @data = EducodeSales::BusinessInfo.where(year: params[:year], staff_id: params[:staff_id]) end @data = @data.where.not(sale_plan_id: nil) if params[:q] && params[:q][:clazz].present? @data = @data.where(clazz: params[:q][:clazz]) end if params[:q] && params[:q][:department].present? @data = @data.joins(business: [department: :school]).where("schools.name like ?", "%#{params[:q][:department]}%") end if params[:sort].present? && params[:sort][:field] @data = @data.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @data = @data.order("created_at desc") end @data = @data.page(params[:page]).per(params[:limit]) end |
#save_staff_year_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 745 def save_staff_year_target unless params[:id].present? history = EducodeSales::SalesTarget.find_by(staff_id: params[:staff_id], year: params[:year], school_tag_id: params[:school_tag_id], target_clazz: params[:target_clazz]) # 不能重复添加 unless history.nil? return render_failure "同类型数据已存在,无法添加" end target = EducodeSales::SalesTarget.new(year_target_param) else target = EducodeSales::SalesTarget.find(params[:id]) if target.nil? return render_failure "数据不存在,无法编辑" end target.update_attributes(year_target_param) end target.creator_id = @current_admin.id target.state = '待审核' if target.save create_target_operation_log(target.attributes.dup) render json: { id: target.id, state: target.state, updated_at: target.updated_at.to_s(:date) } else render_failure target end end |
#show_month ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 219 def show_month @sale_plan = SalePlan.find(params[:id]) render layout: false end |
#show_monthly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 224 def show_monthly render layout: false end |
#show_week ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 210 def show_week @sale_plan = SalePlan.find(params[:id]) render layout: false end |
#show_weekly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 215 def show_weekly render layout: false end |
#staff_businesses ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 174 def staff_businesses if params[:q].present? business_ids = EducodeSales::AssignFollowUp.joins(:follow_up).where(staff_id: @current_admin.id).pluck :business_id @businesses = Business.includes(:department, :last_follow_up).where("educode_sales_businesses.id in (?) or educode_sales_businesses.staff_id = ?", business_ids, @current_admin.id) if params[:q].present? @businesses = @businesses.where("educode_sales_businesses.name like ?", "%#{params[:q]}%") else @businesses = @businesses.limit(10) end @businesses = @businesses.order(created_at: :desc) @businesses = @businesses.map { |b| {name: b.name + "(#{b.department&.school&.name} #{b.department&.name})" + "---" + "最新跟进:" + (b.last_follow_up.present? ? b.last_follow_up.created_at.to_s : b.created_at.to_s), value: b.id} } render json: { data: @businesses, code: 0, msg: "success" } end end |
#staff_year_business ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 800 def staff_year_business respond_to do |format| format.html do @staff_id = (params[:staff_id].blank? || params[:staff_id] == 'null') ? nil : params[:staff_id] @year = params[:year].present? ? params[:year].to_i : Date.today.year.to_i @target_clazz = params[:target_clazz].present? ? params[:target_clazz] : '中标' @type = params[:type] @school_tag_id = params[:school_tag_id] render layout: false end format.json do staff_id = (params[:staff_id].blank? || params[:staff_id] == 'null') ? nil : params[:staff_id] staffs = get_sales_staffs_by_id(staff_id) if staffs.nil? return render json: {success: false, msg: '无此数据或权限不足'} end @year = params[:year].present? ? params[:year].to_i : Date.today.year.to_i month = params[:month].present? ? params[:month].to_i : nil @target_clazz = params[:target_clazz].present? ? params[:target_clazz] : '中标' school_tag_id = params[:school_tag_id].present? && params[:school_tag_id]!='0' ? params[:school_tag_id] : nil type = params[:type].present? ? params[:type] : 'plan' if month.present? && month != 0 first_day = Date.new(@year, month, 1) last_day = Date.new(@year, month, -1) else first_day = Date.new(@year, 1, 1) last_day = Date.new(@year, 12, -1) end #staffs = get_sales_staffs_by_id(staff_id) staff_ids = staffs.pluck(:id).compact.join(',') follow_up_ids = get_follow_up_id(staff_ids) if follow_up_ids.empty? return end school_where = '' unless follow_up_ids.empty? ##查出哪些学校既属于本科又属于军事院校 school_ids = EducodeSales::MoneyPlanRecord.from( "(SELECT TM1.school_id FROM school_tag_middles AS TM1 LEFT JOIN school_tag_middles AS TM2 ON TM1.school_id = TM2.school_id AND TM1.school_tag_id=1 AND TM2.school_tag_id=10 WHERE TM1.school_tag_id IS NOT NULL AND TM2.school_tag_id IS NOT NULL AND TM1.school_id IN ( SELECT school_id FROM educode_sales_businesses WHERE last_follow_up_id in (#{follow_up_ids}) )) AS school" ).pluck(:school_id).join(',') unless school_ids.empty? school_where = " AND (TM.school_id in (#{school_ids}) AND TM.school_tag_id = 10 OR TM.school_id not in (#{school_ids}))" end end follow_up_ids_where = follow_up_ids.present? ? " AND B.last_follow_up_id in (#{follow_up_ids})" : " AND B.id in(0)" if type == 'plan' case @target_clazz when '中标' @data = get_staff_bidden_plan(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) when '回款' @data = get_staff_money_plan(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) when '商机' @data = get_staff_business_plan(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) else # type code here end else case @target_clazz when '中标' @data = get_staff_bidden_finish(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) when '回款' @data = get_staff_money_finish(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) when '商机' @data = get_staff_business_finish(follow_up_ids_where, school_where, first_day, last_day, school_tag_id) else end end @data = @data.page(params[:page]).per(params[:limit]) end end end |
#staff_year_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 702 def staff_year_target respond_to do |format| format.html do end format.js do @staffs = get_sales_staffs_by_id().map { |d| [d.user.real_name, d.id] } gon. = SchoolTag.where(for_missions: true).map { |d| {value: d.id, name: d.name } } gon.month = Time.now.month end format.json do if @current_admin.is_admin? @data = EducodeSales::SalesTarget.all else level = @current_admin.role.role_areas.find_by(clazz: '销售计划').level case level when '自己' @data = EducodeSales::SalesTarget.where(staff_id: @current_admin.id) when '区域' @data = EducodeSales::SalesTarget.all staff_ids = Staff.joins(user: [user_extension: [department: :school]]).where("schools.province in (?)", @current_admin.areas.pluck(:name)).pluck(:id) @data = @data.where(staff_id: staff_ids) else @data = EducodeSales::SalesTarget.all end end @data = @data.order("staff_id asc,field(state, 1,2,0), id desc") if params[:year].present? @data = @data.where(year: params[:year]) end if params[:school_tag_id].present? @data = @data.where(school_tag_id: params[:school_tag_id]) end if params[:staff_id].present? @data = @data.where(staff_id: params[:staff_id]) end if params[:target_clazz].present? @data = @data.where(target_clazz: params[:target_clazz]) end @data = @data.page(params[:page]).per(params[:limit]) end end end |
#staff_year_target_log ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 789 def staff_year_target_log @data = EducodeSales::SalesTargetLog.where(target_id: params[:target_id]).order('id desc').page(params[:page]).per(params[:limit]) respond_to do |format| format.html do render layout: false end format.json do end end end |
#update ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 264 def update sale_plan = SalePlan.find(params[:id]) params["month"] = params["month"] + "-1" if sale_plan.update(plan_params) render_success else render_failure sale_plan end end |
#update_business_info ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 496 def update_business_info business_info = @current_admin.business_infos.find(params[:id]) if business_info.update(business_info_params) render_success else render_failure business_info end end |
#update_business_info_extra ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 505 def update_business_info_extra business_info = EducodeSales::BusinessInfo.find(params[:id]) if business_info.update(update_business_info_extra_params) render_success else render_failure business_info end end |
#week_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 532 def week_plan common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end |
#weekly ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 539 def weekly common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end |
#year_execute ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 568 def year_execute respond_to do |format| format.html do @staffs = get_sales_staffs_by_id().map { |d| [d.user.real_name, d.id] } gon. = SchoolTag.where(for_missions: true).map { |d| {value: d.id, name: d.name } } end format.js do @staffs = get_sales_staffs_by_id().map { |d| [d.user.real_name, d.id] } gon. = SchoolTag.where(for_missions: true).map { |d| {value: d.id, name: d.name } } gon..unshift({value: 0, name: '全部类型'}) end end end |
#year_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 560 def year_plan common = Common.find_by(clazz: 'staff_type', name: '销售') @staffs = Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id] } @years = (1..(Time.now.year - 2020)).map { |d| 2020 + d } @months = (1..12).map { |d| d } end |
#year_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 582 def year_target respond_to do |format| format.html do end format.js do @staffs = get_sales_staffs_by_id().map { |d| [d.user.real_name, d.id] } gon. = SchoolTag.where(for_missions: true).map { |d| {value: d.id, name: d.name } } gon..unshift({value: 0, name: '全部类型'}) gon.month = Time.now.month end format.json do if @current_admin.is_admin? @data = EducodeSales::SalesTargetHistory.all else level = @current_admin.role.role_areas.find_by(clazz: '销售计划').level case level when '自己' @data = EducodeSales::SalesTargetHistory.where(staff_id: @current_admin.id) when '区域' @data = EducodeSales::SalesTargetHistory.all staff_ids = Staff.joins(user: [user_extension: [department: :school]]).where("schools.province in (?)", @current_admin.areas.pluck(:name)).pluck(:id) @data = @data.where(staff_id: staff_ids) else @data = EducodeSales::SalesTargetHistory.all end end @data = @data.order("staff_id asc,num desc, is_use desc,field(state, 1,0,2), id desc") if params[:year].present? @data = @data.where(year: params[:year]) end if params[:school_tag_id].present? @data = @data.where(school_tag_id: params[:school_tag_id]) end if params[:staff_id].present? @data = @data.where(staff_id: params[:staff_id]) end if params[:year_target].present? @data = @data.where(year_target: params[:year_target]) end if params[:target_clazz].present? @data = @data.where(target_clazz: params[:target_clazz]) end @data = @data.page(params[:page]).per(params[:limit]) end end end |
#years_all_target ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 392 def years_all_target #目标类别 target_clazz = params[:target_clazz] #年份 year = params[:year].present? ? params[:year].to_i : Date.today.year.to_i type = params[:type] || 'staff' #员工id staff_id = params[:staff_id].present? ? params[:staff_id] : nil #客户类型 school_tag_id = params[:school_tag_id] staffs = get_sales_staffs_by_id(staff_id, params[:page], params[:limit]) if staffs.nil? return render json: {success: false, msg: '无此数据或权限不足'} end if type == 'all' @data = get_sales_all_plan(staffs, type, year, school_tag_id) unless @data.empty? @data[0]['id'] = 0 end @total_count = 1 else @total_count = staffs.count @data = [] staffs.each do |staff| @data += get_sales_all_plan([staff], type, year, school_tag_id) end end unless @data.empty? @data = @data.reject { |item| item['target_clazz'].nil? || (target_clazz.present? && !target_clazz.include?(item['target_clazz']))} current_months = Time.now.month @data.each do |item| item['year_plan'] = 0 (13 - current_months).times do |i| column = 'plan_' + (i + current_months).to_s item['year_plan'] += item[column].present? ? item[column] : 0 end end if type != 'all' tmp_id = 1 last_id = 0 @data.each do |item| if last_id > 0 && item['id'] != last_id tmp_id += 1 end last_id = item['id'] item['staff_id'] = last_id item['id'] = tmp_id + (params[:page].to_i-1)*params[:limit].to_i end end end end |
#years_plan ⇒ Object
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# File 'app/controllers/educode_sales/plans_controller.rb', line 333 def years_plan @sale_plans = SalePlan.from("( SELECT SUM(last_follow.budget_amount) AS budget_amounts, educode_sales_sale_plans.*, ss.annual, SUM(IF(educode_sales_sale_plans.clazz = 1 AND educode_sales_business_infos.plan_sign_on IS NOT NULL, last_follow.budget_amount, 0)) AS clazz_1, SUM(IF(educode_sales_sale_plans.clazz = 18 and plan_bid_on IS NOT NULL, last_follow.budget_amount, 0)) AS clazz_18, (SUM(IF(educode_sales_sale_plans.clazz = 2 AND prepayment_plan_on IS NOT NULL AND check_fee_plan_on IS NOT NULL AND qa_plan_on IS NOT NULL, prepayment_amount, 0)) + SUM(IF(educode_sales_sale_plans.clazz = 2 AND prepayment_plan_on IS NOT NULL AND check_fee_plan_on IS NOT NULL AND qa_plan_on IS NOT NULL, check_fee, 0)) + SUM(IF(educode_sales_sale_plans.clazz = 2 AND prepayment_plan_on IS NOT NULL AND check_fee_plan_on IS NOT NULL AND qa_plan_on IS NOT NULL, qa_amount, 0)) ) AS clazz_2, SUM(IF(educode_sales_sale_plans.clazz = 7, last_follow.budget_amount, 0)) AS clazz_7, SUM(IF(last_follow.bidded_date IS NOT NULL, last_follow.actual_amount, 0)) AS finish_bid, SUM(IF(last_follow.signed_date IS NOT NULL, last_follow.actual_amount, 0)) AS finish_sign, SUM(educode_sales_businesses.return_money) AS finish_return_money FROM educode_sales_sale_plans JOIN educode_sales_businesses ON educode_sales_businesses.id = educode_sales_sale_plans.business_id LEFT JOIN educode_sales_business_infos ON educode_sales_business_infos.sale_plan_id = educode_sales_sale_plans.id LEFT JOIN educode_sales_follow_ups AS last_follow ON educode_sales_businesses.last_follow_up_id = last_follow.id AND last_follow.deleted_at IS NULL LEFT JOIN educode_sales_assessments_settings AS ss ON ss.staff_id = educode_sales_sale_plans.staff_id AND YEAR(ss.assessment_year) = educode_sales_sale_plans.year AND ss.assessment = educode_sales_sale_plans.clazz WHERE educode_sales_sale_plans.deleted_at IS NULL GROUP BY educode_sales_sale_plans.staff_id, educode_sales_sale_plans.clazz, educode_sales_sale_plans.year ) AS educode_sales_sale_plans ") if @current_admin.is_admin? # @sale_plans = SalePlan else level = @current_admin.role.role_areas.find_by(clazz: '销售计划').level case level when '自己' @sale_plans = @sale_plans.where(staff_id: @current_admin.id) when '区域' staff_ids = Staff.joins(user: [user_extension: [department: :school]]).where("schools.province in (?)", @current_admin.areas.pluck(:name)).pluck(:id) business_ids = Business.where(school_id: StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id)).pluck(:id) @sale_plans = @sale_plans.where("educode_sales_sale_plans.staff_id in (?) OR educode_sales_sale_plans.staff_id = ? OR educode_sales_sale_plans.business_id in (?)", staff_ids, @current_admin.id,business_ids) else # @sale_plans = SalePlan end end @sale_plans = @sale_plans.where.not(year: nil) @sale_plans = @sale_plans.where(deleted_at: nil) if params[:q].present? && params[:q][:year].present? @sale_plans = @sale_plans.where(year: params[:q][:year]) end if params[:q].present? && params[:q][:staff_id].present? @sale_plans = @sale_plans.where(staff_id: params[:q][:staff_id]) end if params[:sort].present? && params[:sort][:field] @sale_plans = @sale_plans.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @sale_plans = @sale_plans.order("created_at desc") end @sale_plans = @sale_plans.page(params[:page]).per(params[:limit]) end |