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, #render_failure, #render_success

Instance Method Details

#add_export_records ⇒ Object

增加导出记录



128
129
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 128

def add_export_records
end

#busniness_add(a) ⇒ Object

新增商机数



402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 402

def busniness_add(a)
  # 1.新增商机数统计在哪一个时间段？以商机的创建时间为准；先默认 过滤2022之前的 businesses -created_et deleted_at follow_ups_count
  @businesses = @businesses.where("follow_ups_count > ?", '0').where("educode_sales_businesses.created_at >= ? and educode_sales_businesses.created_at <= ?", "#{@assessment_year}-01-01 00:00:00".to_date,"#{@assessment_year}-12-31 23:59:00".to_date)
  # 2.销售人员新增的商机数量，过滤E、O、X类商机，包含：ABCD类商机；  上面有连接follow_up表
  ids = Common.where(extras: %w[a_class b_class c_class d_claass]).pluck(:id) # 数组[1,5,2,15]
  @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)
  # 先把staff写死
  @businesses = @businesses.where(staff_id: @staff_id)
  @businesses.each do |d|
    case d.created_at.to_time.to_s[0..6]
    when "#{@assessment_year}-01"
      a[0] = a[0].to_i + 1
    when "#{@assessment_year}-02"
      a[1] = a[1].to_i +  1
    when "#{@assessment_year}-03"
      a[2] = a[2].to_i +  1
    when "#{@assessment_year}-04"
      a[3] = a[3].to_i + 1
    when "#{@assessment_year}-05"
      a[4] = a[4].to_i + 1
    when "#{@assessment_year}-06"
      a[5] = a[5].to_i +  1
    when "#{@assessment_year}-07"
      a[6] = a[6].to_i + 1
    when "#{@assessment_year}-08"
      a[7] = a[7].to_i +  1
    when "#{@assessment_year}-09"
      a[8] = a[8].to_i +  1
    when "#{@assessment_year}-10"
      a[9] = a[9].to_i +  1
    when "#{@assessment_year}-11"
      a[10] = a[10].to_i +  1
    when "#{@assessment_year}-12"
      a[11] = a[11].to_i +  1
    end
  end
end

#busniness_jurisdiction ⇒ Object

busniness 权限



442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 442

def busniness_jurisdiction
  # busniness  权限
  if @current_admin.is_admin?
    @businesses = Business
  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
    end
  end
end

#busniness_visits(a) ⇒ Object

商机拜访量



359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 359

def busniness_visits(a)
@customers.each do |d|
  business_ids = EducodeSales::Business.where(school_id:  d.id).ids
  follow_ups = EducodeSales::FollowUp.where(business_id: business_ids)
  follow_ups.each do |f|
    case f.created_at.to_time.to_s[0..6]
    when "#{@assessment_year}-01"
      a[0] = a[0].to_i + 1
    when "#{@assessment_year}-02"
      a[1] = a[1].to_i +  1
    when "#{@assessment_year}-03"
      a[2] = a[2].to_i +  1
    when "#{@assessment_year}-04"
      a[3] = a[3].to_i + 1
    when "#{@assessment_year}-05"
      a[4] = a[4].to_i + 1
    when "#{@assessment_year}-06"
      a[5] = a[5].to_i +  1
    when "#{@assessment_year}-07"
      a[6] = a[6].to_i + 1
    when "#{@assessment_year}-08"
      a[7] = a[7].to_i +  1
    when "#{@assessment_year}-09"
      a[8] = a[8].to_i +  1
    when "#{@assessment_year}-10"
      a[9] = a[9].to_i +  1
    when "#{@assessment_year}-11"
      a[10] = a[10].to_i +  1
    when "#{@assessment_year}-12"
      a[11] = a[11].to_i +  1
    end
  end
end
end

#collection_amount(a) ⇒ Object

回款金额



246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 246

def collection_amount(a)
  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 )  先把staff写死
  @money_plans = @money_plans.where(clazz: 1).where.not(date_at: nil ).where(staff_id: @staff_id)
  @money_plans.each do |d|
    case d.date_at.to_s[0..6]
    when "#{@assessment_year}-01"
      a[0] = a[0].to_i + d.amount.to_i
    when "#{@assessment_year}-02"
      a[1] = a[1].to_i +  d.amount.to_i
    when "#{@assessment_year}-03"
      a[2] = a[2].to_i +  d.amount.to_i
    when "#{@assessment_year}-04"
      a[3] = a[3].to_i + d.amount.to_i
    when "#{@assessment_year}-05"
      a[4] = a[4].to_i + d.amount.to_i
    when "#{@assessment_year}-06"
      a[5] = a[5].to_i +  d.amount.to_i
    when "#{@assessment_year}-07"
      a[6] = a[6].to_i +  d.amount.to_i
    when "#{@assessment_year}-08"
      a[7] = a[7].to_i +  d.amount.to_i
    when "#{@assessment_year}-09"
      a[8] = a[8].to_i +  d.amount.to_i
    when "#{@assessment_year}-10"
      a[9] = a[9].to_i +  d.amount.to_i
    when "#{@assessment_year}-11"
      a[10] = a[10].to_i +  d.amount.to_i
    when "#{@assessment_year}-12"
      a[11] = a[11].to_i +  d.amount.to_i
    end
  end
end

#create ⇒ Object

新增



39
40
41
42
43
44
45
46
47
48
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 39

def create
  ActiveRecord::Base.transaction do
    demo = AssessmentsSetting.new(params_create)
    demo.user_id = current_user.user_id
    demo.assessment_year = "#{params[:assessment_year]}-01-01"
    demo.save
    p demo.assessment_year,'ok'
  end
  render_success
end

#customer_visits(a) ⇒ Object

客户拜访量



323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 323

def customer_visits(a)
@customers.each do |d|
  customer_follows = EducodeSales::CustomerFollow.where(school_id: d.id)
  customer_follows.each do |f|
    case f.created_at.to_time.to_s[0..6]
    when "#{@assessment_year}-01"
      a[0] = a[0].to_i + 1
    when "#{@assessment_year}-02"
      a[1] = a[1].to_i +  1
    when "#{@assessment_year}-03"
      a[2] = a[2].to_i +  1
    when "#{@assessment_year}-04"
      a[3] = a[3].to_i + 1
    when "#{@assessment_year}-05"
      a[4] = a[4].to_i + 1
    when "#{@assessment_year}-06"
      a[5] = a[5].to_i +  1
    when "#{@assessment_year}-07"
      a[6] = a[6].to_i + 1
    when "#{@assessment_year}-08"
      a[7] = a[7].to_i +  1
    when "#{@assessment_year}-09"
      a[8] = a[8].to_i +  1
    when "#{@assessment_year}-10"
      a[9] = a[9].to_i +  1
    when "#{@assessment_year}-11"
      a[10] = a[10].to_i +  1
    when "#{@assessment_year}-12"
      a[11] = a[11].to_i +  1
    end
  end
end
end

#destroy ⇒ Object

删除接口



85
86
87
88
89
90
91
92
93
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 85

def destroy
  begin
    assessment = AssessmentsSetting.find(params[:id])
    assessment.destroy
    render_success
  rescue ActiveRecord::DeleteRestrictionError => e
    render_failure '渠道下已有关联数据产生，暂不能删除'
  end
end

#edit ⇒ Object

编辑



60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 60

def edit
  @assessment = AssessmentsSetting.find_by(id: params[:id])
  @username = @assessment.staff.user.real_name
  @year = @assessment.assessment_year.to_s[0..3]
  case @assessment.assessment
  when "1"
    @assessment_name = "签单金额"
  when "2"
    @assessment_name = "回款金额"
  when "3"
    @assessment_name = "拜访量"
  when "4"
    @assessment_name = "新增商机数"
  end
  render layout: false
end

#get_export_data ⇒ Object

导出数据



100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 100

def get_export_data
  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[:assessment_id].present? ? params[:assessment_id]:'1'
  @assessment_year =  params[:assessment_year] ?  params[:assessment_year] : '2022'
  @assessments =AssessmentsSetting.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)
  if params[:staff_id].present?
    @assessment = @assessments.where(staff_id: params[:staff_id]).order("id desc").first
    progress_main
  else
    # @assessments = @assessments.where(staff_id: @staff_ids)   注意  这样写有问题
    @staff_ids.each do |s|
      @assessment = @assessments.where(staff_id: s).order("id desc").first
      progress_main
    end
  end
  # 在从新获取一下 统计后的所有assessment_setting数据
  @assessments = AssessmentsSetting.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)
  @assessments = params[:staff_id].present?  ? @assessments.where(staff_id: params[:staff_id]).order("id desc"):
                   @assessments.order("id desc")
end

#index ⇒ Object 



6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 6

def index
    respond_to do |format|
      format.html do
        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' }
      end
      format.json do

        p '--------------------------admin'
        p @current_admin
        p '----------------admin'

        @assessments = AssessmentsSetting.all
        @year = params[:q].present? && params[:q][:assessment_year].present? ? params[:q][:assessment_year]:'2022'
        @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: @assessments_id).order("id desc")
        if params[:q].present? && params[:q][:staff_id].present?
          @assessments = @assessments.where(staff_id: params[:q][:staff_id]).order("id desc")
        end
        # 对数据进行分页  默认为page=1 limit=10
        # @assessments = @assessments.order("id desc").page(params[:page]).per(params[:limit])
      end
    end
end

#new ⇒ Object 



51
52
53
54
55
56
57
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 51

def new
  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]}  # [[], [], ............]
  # do something
  # @staffs = Staff.joins(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id]}
  render layout: false
end

#progress ⇒ Object

考核完成情况



140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 140

def progress
  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] ?  params[:q][:assessment_year] : '2022'
  @assessments =AssessmentsSetting.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)
  if params[:q].present? && params[:q][:staff_id].present?
    @assessment = @assessments.where(staff_id: params[:q][:staff_id]).order("id desc").first
    progress_main
  else
    # @assessments = @assessments.where(staff_id: @staff_ids)   注意  这样写有问题
    @staff_ids.each do |s|
      @assessment = @assessments.where(staff_id: s).order("id desc").first
      progress_main
    end
  end
  # 在从新获取一下 统计后的所有assessment_setting数据
  @assessments = AssessmentsSetting.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)
  @assessments = params[:q].present? && params[:q][:staff_id].present?  ? @assessments.where(staff_id: params[:q][:staff_id]).order("id desc"):
                   @assessments.order("id desc")

end

#progress_main ⇒ Object

todo 主方法 统计用户的数据



169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 169

def progress_main
  if @assessment.present?
    a = []
    case @assessment_id
    when '1' # 签单金额
      busniness_jurisdiction
      signed_amount(a)
    when '2' # 回款金额
      collection_amount(a)
    when '3' # 拜访量
      visits
      school_ids = EducodeSales::CustomerExtension.where(customer_staff_id: @staff_id).pluck(:school_id)
      @customers = @customers.where(id: school_ids)
      busniness_visits(a)  # 商机拜访量
      customer_visits(a)  # 客户拜访量
    when '4' # 新增商机数
      busniness_jurisdiction
      busniness_add(a)
    end
    update_assessments_progress(a)
  else
    # render layout:false
  end
end

#signed_amount(a) ⇒ Object

签单金额



198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 198

def signed_amount(a)
  # 过滤x类商机
  ids = Common.where(extras: %w[a_class b_class c_class d_claass e_class o_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)
  # 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)
  # 得到指定staff的商机------------先暂时指定
  @businesses = @businesses.where(staff_id: @staff_id)
  # 对businesses each操作并 获取最新根新记录
  @businesses.each { |d| d
  @follow_ups = d.follow_ups.where.not(signed_date: nil).order("signed_date desc")
  if @follow_ups.first.present?
    signed_date = @follow_ups.first.signed_date.to_time || '1000-01-01 00:00:00'.to_time
    case signed_date.to_s[0..6]
    when "#{@assessment_year}-01"
      a[0] = a[0].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-02"
      a[1] = a[1].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-03"
      a[2] = a[2].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-04"
      a[3] = a[3].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-05"
      a[4] = a[4].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-06"
      a[5] = a[5].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-07"
      a[6] = a[6].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-08"
      a[7] = a[7].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-09"
      a[8] = a[8].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-10"
      a[9] = a[9].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-11"
      a[10] = a[10].to_i + @follow_ups.first.actual_amount.to_i
    when "#{@assessment_year}-12"
      a[11] = a[11].to_i + @follow_ups.first.actual_amount.to_i
    end
  end
  }
end

#update ⇒ Object

根新数据



78
79
80
81
82
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 78

def update
  @assessment = AssessmentsSetting.find_by(id: params[:id])
  @assessment.update_attributes(params_update)
  render_success
end

#update_assessments_progress(a) ⇒ Object

更新assessments_settings表中数据



464
465
466
467
468
469
470
471
472
473
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 464

def update_assessments_progress(a)
  a[12] = a[0].to_i + a[1].to_i + a[2].to_i
  a[13] = a[3].to_i + a[4].to_i + a[5].to_i
  a[14] = a[6].to_i + a[7].to_i + a[8].to_i
  a[15] = a[9].to_i + a[10].to_i + a[11].to_i
  a[16] = a[12].to_i + a[13].to_i + a[14].to_i + a[15].to_i
  @assessment.update(annual_progress: a[16], first_quarter_progress: a[12], second_quarter_progress: a[13], third_quarter_progress: a[14], fourth_quarter_progress: a[15],
                     january_progress: a[0], february_progress: a[1], march_progress: a[2], april_progress: a[3], may_progress: a[4], june_progress: a[5],
                     july_progress: a[6], august_progress: a[7], september_progress: a[8], october_progress: a[9], november_progress: a[10], december_progress: a[11])
end

#visits ⇒ Object

拜访量



298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
 
# File 'app/controllers/educode_sales/assessments_controller.rb', line 298

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