Class: EducodeSales::FollowUpsController
- Inherits:
-
ApplicationController
- Object
- ActionController::Base
- ApplicationController
- EducodeSales::FollowUpsController
- Defined in:
- app/controllers/educode_sales/follow_ups_controller.rb
Instance Method Summary collapse
- #add_assign ⇒ Object
- #add_keys ⇒ Object
- #add_money ⇒ Object
- #add_tag ⇒ Object
- #comment ⇒ Object
- #create ⇒ Object
- #delete_money ⇒ Object
- #destroy ⇒ Object
- #file ⇒ Object
- #index ⇒ Object
- #money_plans ⇒ Object
- #teachers ⇒ Object
- #update ⇒ Object
- #update_advise ⇒ Object
- #update_assign ⇒ Object
- #update_money ⇒ Object
- #update_tags ⇒ Object
- #upload_file ⇒ Object
Methods inherited from ApplicationController
#authenticate_admin, #authenticate_request, #current_user, #filter, #render_failure, #render_success
Instance Method Details
#add_assign ⇒ Object
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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 333 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 238 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..include?("Teacher已经被使用") || e..include?('Key person是无效的') render_failure '该老师已在关键人列表中' else render_failure e. end end |
#add_money ⇒ Object
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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 207 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 303 def add_tag followup = FollowUp.find(params[:id]) gon. = [] = Tag.all.pluck(:name) = followup..includes(:tag).map { |d| d.tag.name } .each do |d| gon. << {name: d, value: d, selected: .include?(d)} end render layout: false end |
#comment ⇒ Object
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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 288 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 90 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 clazz_changes = "#{@business.clazz.extras.split('_')[0]}-#{follow_up.clazz.extras.split('_')[0]}" 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 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]) # 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 228 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 148 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: business.follow_ups.last) 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 294 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 :read, Business respond_to do |format| format.html do end format.json do if @current_admin.is_admin? @follow_ups = FollowUp.all else = @current_admin..pluck(:name) area_business_ids = [] if .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 .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][: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 @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 202 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 193 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 166 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 282 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 342 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 218 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 314 def follow_up = FollowUp.find(params[:id]) = [] = [] params[:tags].split(",").uniq.each do |d| tag = Tag.find_or_initialize_by(name: d) do |d| d.staff = @current_admin end << 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 << t end follow_up. = follow_up.save render json: {success: true, tags: } end |
#upload_file ⇒ Object
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# File 'app/controllers/educode_sales/follow_ups_controller.rb', line 299 def upload_file render layout: false end |