require_dependency "educode_sales/application_controller" module EducodeSales class MoneyPlansController < ApplicationController def index authorize! :read, MoneyPlan respond_to do |format| format.html do end format.json do last_follow_up_ids = Business.all.pluck(:last_follow_up_id) @money_plans = MoneyPlan.where(follow_up_id: last_follow_up_ids).joins(:business).left_joins(:money_plan_claims).group("educode_sales_money_plans.id").select("educode_sales_money_plans.*, SUM(educode_sales_money_plan_claims.amount) AS return_money, COUNT(educode_sales_money_plan_claims.id) AS claim_num") if @current_admin.is_admin? else level = @current_admin.role.role_areas.find_by(clazz: '回款管理').level case level when '自己' @money_plans = @money_plans.where(staff_id: @current_admin.id) when '区域' school_ids = School.where(province: @current_admin.areas.pluck(:name)).pluck(:id) + StaffSchool.where(staff_id: @current_admin.id).pluck(:school_id) if @current_admin.staff_school_tags.present? # 如果设置专项客户类型,则视为专项经理,根据专项客户查看对应商机 school_ids += School.joins(:school_tags).where("school_tags.id in (?)", @current_admin.staff_school_tags.pluck(:school_tag_id)).pluck(:id) end b_ids = Business.where(school_id: school_ids.uniq).pluck(:id) @money_plans = @money_plans.where("educode_sales_businesses.id in (?) OR educode_sales_money_plans.staff_id = ?", b_ids, @current_admin.id) end end if params[:q].present? && params[:q][:staff_manages].present? # 销售经理 @money_plans = @money_plans.joins(:business).joins(" LEFT JOIN educode_sales_follow_ups AS last_follow_up ON educode_sales_businesses.last_follow_up_id = last_follow_up.id AND last_follow_up.deleted_at IS NULL LEFT JOIN educode_sales_assign_follow_ups ON educode_sales_assign_follow_ups.follow_up_id = last_follow_up.id"). where("(educode_sales_assign_follow_ups.id IS NOT NULL AND educode_sales_assign_follow_ups.staff_id = ?) OR (educode_sales_assign_follow_ups.id IS NULL AND educode_sales_businesses.staff_id = ?)", params[:q][:staff_manages], params[:q][:staff_manages]) end if params[:q].present? && params[:q][:business].present? @money_plans = @money_plans.where("educode_sales_businesses.name like ?", "%#{params[:q][:business]}%") end if params[:q].present? && params[:q][:school].present? @money_plans = @money_plans.joins(business: :school).where("schools.name like ?", "%#{params[:q][:school]}%") end if params[:q].present? && params[:q][:property].present? # 客户类型 @money_plans = @money_plans.joins(business: [department: [school: :school_tags]]).where("school_tags.id = ?", params[:q][:property]) end if params[:q] && params[:q][:date_at].present? date = params[:q][:date_at].split(" - ") @money_plans = @money_plans.where("date_at >= ? AND date_at <= ?", date[0], date[1]) end if params[:sort].present? && params[:sort][:field] @money_plans = @money_plans.order("#{params[:sort][:field]} #{params[:sort][:order]}") else @money_plans = @money_plans.order(date_at: :desc) end if params[:page].present? @money_plans = @money_plans.page(params[:page]).per(params[:limit]) end @money_plans = @money_plans end end end def list # follow_up_ids = Business.pluck(:last_follow_up_id) authorize! :read, MoneyPlan 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]} gon.staffs = Staff.joins(:user).where(job_type: common.id).map { |d| {name: d.user.real_name, value: d.id } } gon.edit_money_plan = can?(:update, EducodeSales::MoneyPlan) gon.edit_money_plan_self = can?(:update_self, EducodeSales::MoneyPlan) gon.staff_id = @current_admin.id end end end def add if params[:business_id].present? @business = Business.find(params[:business_id]) gon.business_id_source = @business.id else gon.business_id_source = "" end render layout: false end def edit @money_plan = MoneyPlan.find(params[:id]) gon.business_id = @money_plan.business_id gon.business = [{value: @money_plan.business_id.to_s, name: @money_plan.business&.name}] gon.edit_money_plan = can?(:update, EducodeSales::MoneyPlan) gon.edit_money_plan_self = can?(:update_self, EducodeSales::MoneyPlan) gon.staff_id = @current_admin.id render layout: false end def update @money_plan = MoneyPlan.find(params[:id]) if @money_plan.update(money_plan_params) render_success else render_failure @money_plan end end def create business = Business.find(params[:business_id]) data = [] week = Time.now.strftime('%W').to_i current_week = "" (params[:num].to_i+1).times do |i| _week = params["date_at[#{i}]"].to_date.strftime('%W').to_i current_week = _week if _week == week business.money_plans.create(category: params["category[#{i}]"], amount: params["amount[#{i}]"], payment_clause: params["payment_clause[#{i}]"], date_at: params["date_at[#{i}]"], follow_up_id: business.last_follow_up_id, staff_id: @current_admin.id ) end if current_week.present? staff_manage_ids = business&.last_follow_up&.assign_follow_ups.present? ? business.last_follow_up.assign_follow_ups.pluck(:staff_id) : [business.staff_id] common_id = EducodeSales::Common.find_by(clazz: '计划类型', name: '回款计划')&.id staff_manage_ids.each do |staff_id| EducodeSales::SalePlan.create(month: Time.now.beginning_of_month, weekly: week, content: "提醒:请补充回款计划内容!", business: business, staff_id: staff_id, finish_rate: '0', common_id: common_id ) EducodeSales::SalePlan.create(month: Time.now.beginning_of_month, content: "提醒:请补充回款计划内容!", business: business, staff_id: staff_id, finish_rate: '0', common_id: common_id ) end end render_success end def destroy money_plan = MoneyPlan.find(params[:id]) money_plan.destroy render_success end private def money_plan_params params.permit(:category, :amount, :payment_clause, :date_at) end end end