Class: EducodeSales::SaleTrendsController

Inherits:
ApplicationController show all
Includes:
SaleTrendsCountHelper, SaleTrendsHelper
Defined in:
app/controllers/educode_sales/sale_trends_controller.rb

Constant Summary

Constants included from SaleTrendsCountHelper

EducodeSales::SaleTrendsCountHelper::NAMES

Constants included from SaleTrendsHelper

EducodeSales::SaleTrendsHelper::NAMES

Instance Method Summary collapse

Methods included from SaleTrendsCountHelper

#goal_forecast_month_count, #goal_forecast_quarter_count, #goal_forecast_week_count, #goal_forecast_year_count

Methods included from SaleTrendsHelper

#goal_forecast_month, #goal_forecast_quarter, #goal_forecast_week, #goal_forecast_year

Methods inherited from ApplicationController

#authenticate_admin, #authenticate_request, #current_user, #filter, #render_failure, #render_success

Instance Method Details

#business_area ⇒ Object

商机区域分布



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 226

def business_area
  respond_to do |format|
    format.html do
    end
    format.js do
      @business_types = EducodeSales::Common.where(clazz: 'business_type').where.not(extras: "x_class").map { |d| {name: d.name, value: d.id } }
      @select_business_type = params[:business_type].present? ?  params[:business_type].split(",") : []
      x = EducodeSales::Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
      o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
      provinces = EducodeSales::Common.where(clazz: 'area').pluck(:name)
      if params[:business_count_type] == 'money' || params[:business_count_type].blank?
        data = provinces.map { |province|
          if params[:business_type].blank?
            Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.clazz_id != ?", x, o).sum(:budget_amount).round(2)
          else
            Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id in (?)", params[:business_type].split(",")).sum(:budget_amount).round(2)
          end
        }
        if params[:sort_by].present?
          data_hash = []
          data.each_with_index do |d, i|
            data_hash << {id: i, num: d}
          end

          data_hash.sort! { |a, b| params[:sort_by] == 'asc' ?  a[:num] <=> b[:num]  : b[:num] <=> a[:num] }
          data = []
          provinces_sort = []
          data_hash.each_with_index do |d|
            data << d[:num]
            provinces_sort << provinces[d[:id]]
          end
          provinces = provinces_sort
        end
        @business_data = {
          labels: provinces,
          datasets: [
            {
              label: "商机总额",
              data: data,
              backgroundColor: SaleTrend::COLORS[0],
              borderColor: SaleTrend::COLORS[0],
              borderWidth: 1
            }
          ]
        }
      else
        data = provinces.map { |province|
          if params[:business_type].blank?
            Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.clazz_id != ?", x, o).count
          else
            Business.joins(:last_follow_up).where("educode_sales_businesses.department_id in (?)", School.joins(:departments).where(province: province).pluck("departments.id")).where("educode_sales_follow_ups.clazz_id in (?)", params[:business_type].split(",")).count
          end
        }
        if params[:sort_by].present?
          data_hash = []
          data.each_Wit_index do |d, i|
            data_hash << {id: i, num: d}
          end

          data_hash.sort! { |a, b| params[:sort_by] == 'asc' ?  a[:num] <=> b[:num]  : b[:num] <=> a[:num] }
          data = []
          provinces_sort = []
          data_hash.each_with_index do |d|
            data << d[:num]
            provinces_sort << provinces[d[:id]]
          end
          provinces = provinces_sort
        end
        @business_data = {
          labels: provinces,
          datasets: [
            {
              label: "商机数量",
              data: data,
              backgroundColor: SaleTrend::COLORS[0],
              borderColor: SaleTrend::COLORS[0],
              borderWidth: 1
            }
          ]
        }
      end
    end
  end
end

#business_followup_analysis ⇒ Object

商机跟进数



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 86

def business_followup_analysis
  common = EducodeSales::Common.find_by(clazz: 'staff_type', name: '销售')
  names = EducodeSales::Staff.includes(:user).where(job_type: common.id).map { |d| [d.user.real_name, d.id, d.role_id] }
  x = EducodeSales::Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
  x_business_ids = EducodeSales::Business.joins(last_follow_up: :clazz).where("educode_sales_commons.id = ?",x).pluck :id

  @follow_count_range = params[:follow_count_range] || "week"
  # 商机跟进数图表
  respond_to do |format|
    format.html do

    end
    format.js do
      default_dates = (30.day.ago.to_date..Date.today).map { |d| d.strftime("%Y-%W") }.uniq #默认时间范围
      @follow_count_data =  business_followup_charts(default_dates, names, x_business_ids, SaleTrend::COLORS, [30.day.ago.to_date.beginning_of_week, Date.today], "%Y%u") do |default_dates|
        default_dates.map { |date|
          d = date.split("-")
          year = d[0].to_i
          week = d[1].to_i
          if week == 0
            0
          else
            month = Date.commercial(year, week).strftime("%m月%d日")
            day = Date.commercial(year, week, 7).strftime("%m月%d日")
            date.to_s + "(#{month}-#{day})"
          end
        } - [0]
      end
    end
    format.json do
      if params[:follow_count_range].present?
        case params[:follow_count_range]
        when "week" #按周
          if params[:date_week].present?
            date = params[:date_week].split(" - ")
            # 年初第一天周数是0会导致周数重复计算
            dates = (date[0].to_date..date[1].to_date).map { |d|  d.strftime("%Y-%W") }.uniq.select { |d| d.split("-")[1] != '00' }
            @follow_count_data =  business_followup_charts(dates, names, x_business_ids, SaleTrend::COLORS, date, "%Y%u") do |dates|
              dates.map { |date|
                d = date.split("-")
                year = d[0].to_i
                week = d[1].to_i
                if week == 0
                  0
                else
                  month = Date.commercial(year, week).strftime("%m月%d日")
                  day = Date.commercial(year, week, 7).strftime("%m月%d日")
                  date.to_s + "(#{month}-#{day})"
                end
              } - [0]
            end
          else
            return render json: {msg: '请选择时间范围', success: false }
          end
        when "month" #按月
          if params[:date_month].present?
            date = params[:date_month].split(" - ")
            dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
            @follow_count_data = business_followup_charts(dates, names, x_business_ids, SaleTrend::COLORS, [(date[0] + "-01").to_date, (date[1] + "-01").to_date.end_of_month], '%Y%m')
          else
            return render json: {msg: '请选择时间范围', success: false }
          end
        when "year" #按年
          if params[:date_year].present?
            date = params[:date_year].split(" - ")
            dates = (date[0]..date[1]).to_a.map { |d| d.to_s}
            @follow_count_data = business_followup_charts(dates, names, x_business_ids, SaleTrend::COLORS, ["#{date[0]}-01-01".to_date.beginning_of_year, "#{date[1]}-01-01".to_date.end_of_year], '%Y')
          else
            return render json: {msg: '请选择时间范围', success: false }
          end
        else
          #按天
          if params[:date].present?
            date = params[:date].split(" - ")
            dates = (date[0].to_date..date[1].to_date).to_a.map { |d| d.to_s}
            @follow_count_data = business_followup_charts(dates, names, x_business_ids, SaleTrend::COLORS, [date[0].to_date, date[1].to_date], '%Y%m%d')
          else
            return render json: {msg: '请选择时间范围', success: false }
          end
        end
      end
      render json: {data: @follow_count_data }
    end
  end

end

#goal_forecast ⇒ Object 



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 390

def goal_forecast
  respond_to do |format|
    format.html do
    end
    format.js do
      if params[:forecast_type].blank? || params[:forecast_type] == "money"
        p "按金额"
        goal_forecast_money
      else
        p "按数量"
        goal_forecast_count
      end
    end
  end
end

#operations ⇒ Object 



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 81

def operations

end

#sale_trends ⇒ Object 



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 72

def sale_trends
  sale_trend = SaleTrend.find_by(year: params[:year])
  if sale_trend.update(sale_trend_params)
    render_success
  else
    render_failure sale_trend
  end
end

#sales_analysis ⇒ Object

销售额分析



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 174

def sales_analysis
  respond_to do |format|
    format.html do

    end
    format.js do
      x = EducodeSales::Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
      count_type = params[:count_type] || "actual_amount"
      stage_ids = 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)
      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)
      @goal_count_range = params[:goal_count_range] || "month"

      goal_default_dates = ("#{Time.now.year}-01-01".to_date.."#{Time.now.year}-#{Time.now.month}-01".to_date).map { |d| d.strftime("%Y-%m") }.uniq
      sale_names = ['已中标', '已签单', '已回款']

      common = Common.find_by(clazz: 'staff_type', name: '销售')
      staffs = Staff.joins(:user).where(job_type: common.id).where.not(role_id: 11)
      @staffs = staffs.map { |d| [d.user.real_name, d.id]}

      if params[:goal_count_range].present?
        case params[:goal_count_range]
        when "week"
        when "month" #按月
          if params[:goal_date_month].present?
            date = params[:goal_date_month].split(" - ")
            date[0] = (date[0] + "-01").to_date.to_s
            date[1] = (date[1] + "-01").to_date.end_of_month.to_s

            dates = ((date[0] + "-01").to_date..(date[1] + "-01").to_date).map { |d| d.strftime("%Y-%m") }.uniq
            @goal_count_data = month_sale_chart(dates, sale_names, SaleTrend::COLORS, x, stage_ids, s_stage_ids, count_type, date)
          else
            @goal_count_data = month_sale_chart(goal_default_dates, sale_names, SaleTrend::COLORS, x, stage_ids, s_stage_ids, count_type, ["#{Time.now.year}-01", "#{Time.now.year}-#{Time.now.month}"])
          end
        else
          #按年
          if params[:goal_date_year].present?
            date = params[:goal_date_year].split(" - ")
            dates = (date[0]..date[1]).to_a
            @goal_count_data = year_sale_chart(dates, sale_names, SaleTrend::COLORS, x, stage_ids, s_stage_ids, count_type, date)
          else
            goal_default_dates = ("#{Time.now.year}-01-01".to_date.."#{Time.now.year}-#{Time.now.month}-01".to_date).map { |d| d.strftime("%Y") }.uniq
            @goal_count_data = year_sale_chart(goal_default_dates, sale_names, SaleTrend::COLORS, x, stage_ids, s_stage_ids, count_type, ["#{Time.now.year}", "#{Time.now.year}"])
          end
        end
      else
        @goal_count_data = month_sale_chart(goal_default_dates, sale_names, SaleTrend::COLORS, x, stage_ids, s_stage_ids, count_type, ["#{Time.now.year}-01", "#{Time.now.year}-#{Time.now.month}"])
      end
    end
  end
end

#sales_followup_analysis ⇒ Object

销售人员跟进分析



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 312

def sales_followup_analysis
  respond_to do |format|
    format.html do

    end
    format.js do
      #  销售人员跟进分析
      @goal_count_range = params[:goal_count_range] || "month"
      begin_time = Time.now.at_beginning_of_year.to_s
      end_time = Time.now.at_end_of_year.to_s
      customer_time_range = params[:customer_time_range]
      case customer_time_range
      when 'last_week'
        begin_time = (Time.now - 1.week).at_beginning_of_week.to_s
        end_time = (Time.now - 1.week).at_end_of_week.to_s
      when 'this_week'
        begin_time = Time.now.at_beginning_of_week.to_s
        end_time = Time.now.at_end_of_week.to_s
      when 'last_month'
        begin_time = (Time.now - 1.month).at_beginning_of_month.to_s
        end_time = (Time.now - 1.month).at_end_of_month.to_s
      when 'this_month'
        begin_time = Time.now.at_beginning_of_month.to_s
        end_time = Time.now.at_end_of_month.to_s
      when 'last_year'
        begin_time = (Time.now - 1.year).at_beginning_of_year.to_s
        end_time = (Time.now - 1.year).at_end_of_year.to_s
      when 'this_year'
        begin_time = Time.now.at_beginning_of_year.to_s
        end_time = Time.now.at_end_of_year.to_s
      when 'all'
        begin_time = (Time.now - 5.year).at_beginning_of_year.to_s
        end_time = (Time.now + 5.year).at_end_of_year.to_s
      when 'diy'
        if params[:customer_date].present?
          date = params[:customer_date].split(" - ")
          begin_time = date[0] + " 00:00:00"
          end_time = date[1] + " 23:59:59"
        end
      end
      common = Common.find_by(clazz: 'staff_type', name: '销售')
      staff_names = Staff.joins(:user).where(job_type: common.id).map { |d| d.user.real_name }
      staff_ids = Staff.joins(:user).where(job_type: common.id).pluck(:id)
      if params[:customer_count_type] == 'money' || params[:customer_count_type].blank?
        @customer_data = {
          labels: staff_names,
          datasets: [
            {
              label: "跟进客户数",
              data: staff_ids.map { |staff_id|
                (EducodeSales::CustomerFollow.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).pluck(:school_id) + EducodeSales::Business.where(id: EducodeSales::FollowUp.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).pluck(:business_id).uniq).pluck(:school_id)).uniq.size
              },
              backgroundColor: SaleTrend::COLORS[0],
              borderColor: SaleTrend::COLORS[0],
              borderWidth: 1
            }
          ]
        }
      else
        @customer_data = {
          labels: staff_names,
          datasets: [
            {
              label: "跟进客户次数",
              data: staff_ids.map { |staff_id|
                EducodeSales::CustomerFollow.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).size + EducodeSales::FollowUp.where(staff_id: staff_id).where("created_at >= ? AND created_at <= ?", begin_time, end_time).size
              },
              backgroundColor: SaleTrend::COLORS[0],
              borderColor: SaleTrend::COLORS[0],
              borderWidth: 1
            }
          ]
        }
      end
    end
  end
end

#trends ⇒ Object 



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 8

def trends
  # authorize! :trends,  EducodeSales::SaleTrend
  @year = params[:year] ? params[:year] : Time.now.year
  @years = ['全部'] + (1..(Time.now.year - 2014)).reverse_each.map { |d| 2014 + d }
  x = Common.find_by(extras: EducodeSales::Common::XTYPE)&.id
  o = Common.find_by(extras: EducodeSales::Common::OTYPE)&.id
  if (@year == '全部')
    @business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.clazz_id != ?", x, o).sum(:budget_amount).round(2)
    stage_ids = 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)
    # 中标总金额， 已回款总金额
    total_return = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", stage_ids).select("sum(total_amount) AS total, sum(educode_sales_businesses.return_money) AS return_money")
    @goal_amount = total_return[0]['total']&.round(2) || 0

    @actual_goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", stage_ids).sum(:actual_amount).round(2)
    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)
    @service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", s_stage_ids).sum(:total_amount).round(2)
    @actual_service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", s_stage_ids).sum(:actual_amount).round(2)

    @return_amount = Business.joins(last_follow_up: :money_plans).where("educode_sales_follow_ups.clazz_id != ?", x).where.not("educode_sales_money_plans.clazz!= ?", 1).sum(:amount).round(2)
    # # @return_amount = total_return[0]['return_money']&.round(2) || 0
    # @receivable_amount = @goal_amount - @return_amount

    @receivable_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.stage_id IN (?)", stage_ids).select("(SUM(educode_sales_follow_ups.actual_amount) - SUM(educode_sales_businesses.return_money)) AS num")
    @receivable_amount = @receivable_amount.present? && @receivable_amount[0]['num'] ? @receivable_amount[0]['num'].round(2) : 0

    a = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::ATYPE)&.name).pluck(:id)
    @a_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", a).sum(:budget_amount).round(2)
    b = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::BTYPE)&.name).pluck(:id)
    @b_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", b).sum(:budget_amount).round(2)
  else
    year_time = "#{@year}-01-01 00:00:00"
    year_over_time = "#{@year}-12-31 23:59:59"

    @sale_trend = SaleTrend.find_or_create_by(year: @year)
    @business_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ? AND educode_sales_follow_ups.clazz_id != ?", x, o).where("educode_sales_follow_ups.year <= ?", @year).sum(:budget_amount).round(2)
    stage_ids = 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)

    # 中标总金额， 已回款总金额
    total_return = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", stage_ids).select("sum(total_amount) AS total, sum(educode_sales_businesses.return_money) AS return_money")
    @goal_amount = total_return[0]['total']&.round(2) || 0

    @actual_goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date >= ? AND educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", stage_ids).sum(:actual_amount).round(2)
    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)
    @service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", s_stage_ids).sum(:total_amount).round(2)
    @actual_service_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.signed_date >= ? AND educode_sales_follow_ups.signed_date <= ?  AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-01-01", "#{@year}-12-31", s_stage_ids).sum(:actual_amount).round(2)
    @return_amount = Business.joins(last_follow_up: :money_plans).where("educode_sales_follow_ups.clazz_id != ?", x).where.not("educode_sales_money_plans.clazz!= ?", 1).where("educode_sales_money_plans.date_at >= ?  AND educode_sales_money_plans.date_at <= ? ", year_time, year_over_time).sum(:amount).round(2)

    # 往年累计已中标合同
    # @former_goal_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-12-31", stage_ids).sum(:actual_amount).round(2)
    # # 往年累计已回款
    # @former_return_amount = Business.joins(last_follow_up: :money_plans).where("educode_sales_follow_ups.clazz_id != ?", x).where.not("educode_sales_money_plans.clazz!= ?", 1).where("educode_sales_money_plans.date_at <= ? ", year_over_time).sum(:amount).round(2)
    # @receivable_amount = @former_goal_amount - @former_return_amount

    @receivable_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id != ?", x).where("educode_sales_follow_ups.bidded_date <= ? AND educode_sales_follow_ups.stage_id IN (?)", "#{@year}-12-31", stage_ids).select("(SUM(educode_sales_follow_ups.actual_amount) - SUM(educode_sales_businesses.return_money)) AS num")
    @receivable_amount = @receivable_amount.present? && @receivable_amount[0]['num'] ? @receivable_amount[0]['num'].round(2) : 0

    a = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::ATYPE)&.name).pluck(:id)
    @a_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", a).where("educode_sales_follow_ups.year <= ?", @year).sum(:budget_amount).round(2)
    b = Common.where(clazz: '商机类型', name: Common.find_by(extras: EducodeSales::Common::BTYPE)&.name).pluck(:id)
    @b_amount = Business.joins(:last_follow_up).where("educode_sales_follow_ups.clazz_id IN (?)", b).where("educode_sales_follow_ups.year <= ?", @year).sum(:budget_amount).round(2)
  end

end

#user_stat ⇒ Object 



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# File 'app/controllers/educode_sales/sale_trends_controller.rb', line 406

def user_stat
  respond_to do |format|
    format.html do

    end
    format.js do
      user_stat = EducodeSales::UserStatService.new
      gon.table_1 = user_stat.table_1
      gon.table_2 = user_stat.table_2(1)
      gon.table_3 = user_stat.table_3
    end
  end
end