CRM - 起步

時間 2019-11-13

標籤 crm 起步简体版

原文原文鏈接

1、crm簡介

crm 客戶關係管理軟件 ( Customer Relationship Management )django

2、起步

models.py

表結構架構

from django.db import models

# Create your models here.

from django.db import models

class Department(models.Model):
    """
    部門表
    如：
        市場部     1000
        銷售       1001

    """
    title = models.CharField(verbose_name='部門名稱', max_length=16)
    code = models.IntegerField(verbose_name='部門編號', unique=True, null=False)

    def __str__(self):
        return self.title


class UserInfo(models.Model):
    """
    員工表
    """
    name = models.CharField(verbose_name='員工姓名', max_length=16)
    username = models.CharField(verbose_name='用戶名', max_length=32)
    password = models.CharField(verbose_name='密碼', max_length=64)
    email = models.EmailField(verbose_name='郵箱', max_length=64)

    depart = models.ForeignKey(verbose_name='部門', to="Department", to_field="code")

    def __str__(self):
        return self.name


class Course(models.Model):
    """
    課程表
    如：
        Linux基礎
        Linux架構師
        Python自動化開發精英班
        Python自動化開發架構師班
        Python基礎班
        go基礎班
    """
    name = models.CharField(verbose_name='課程名稱', max_length=32)

    def __str__(self):
        return self.name


class School(models.Model):
    """
    校區表
    如：
        北京沙河校區
        上海校區

    """
    title = models.CharField(verbose_name='校區名稱', max_length=32)

    def __str__(self):
        return self.title


class ClassList(models.Model):
    """
    班級表
    如：
        Python全棧  面授班  5期  10000  2017-11-11  2018-5-11
    """
    school = models.ForeignKey(verbose_name='校區', to='School')
    course = models.ForeignKey(verbose_name='課程名稱', to='Course')

    semester = models.IntegerField(verbose_name="班級(期)")
    price = models.IntegerField(verbose_name="學費")
    start_date = models.DateField(verbose_name="開班日期")
    graduate_date = models.DateField(verbose_name="結業日期", null=True, blank=True)
    memo = models.CharField(verbose_name='說明', max_length=256, blank=True, null=True, )
    teachers = models.ManyToManyField(verbose_name='任課老師', to='UserInfo',related_name="abc",limit_choices_to={"depart__in":[1002,1005]})
    tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',limit_choices_to={"depart":1001})

    def __str__(self):
        return "{0}({1}期)".format(self.course.name, self.semester)


class Customer(models.Model):
    """
    客戶表
    """
    qq = models.CharField(verbose_name='qq', max_length=64, unique=True, help_text='QQ號必須惟一')

    name = models.CharField(verbose_name='學生姓名', max_length=16)
    gender_choices = ((1, '男'), (2, '女'))
    gender = models.SmallIntegerField(verbose_name='性別', choices=gender_choices)

    education_choices = (
        (1, '重點大學'),
        (2, '普通本科'),
        (3, '獨立院校'),
        (4, '民辦本科'),
        (5, '大專'),
        (6, '民辦專科'),
        (7, '高中'),
        (8, '其餘')
    )
    education = models.IntegerField(verbose_name='學歷', choices=education_choices, blank=True, null=True, )
    graduation_school = models.CharField(verbose_name='畢業學校', max_length=64, blank=True, null=True)
    major = models.CharField(verbose_name='所學專業', max_length=64, blank=True, null=True)

    experience_choices = [
        (1, '在校生'),
        (2, '應屆畢業'),
        (3, '半年之內'),
        (4, '半年至一年'),
        (5, '一年至三年'),
        (6, '三年至五年'),
        (7, '五年以上'),
    ]
    experience = models.IntegerField(verbose_name='工做經驗', blank=True, null=True, choices=experience_choices)
    work_status_choices = [
        (1, '在職'),
        (2, '無業')
    ]
    work_status = models.IntegerField(verbose_name="職業狀態", choices=work_status_choices, default=1, blank=True,
                                      null=True)
    company = models.CharField(verbose_name="目前就任公司", max_length=64, blank=True, null=True)
    salary = models.CharField(verbose_name="當前薪資", max_length=64, blank=True, null=True)

    source_choices = [
        (1, "qq羣"),
        (2, "內部轉介紹"),
        (3, "官方網站"),
        (4, "百度推廣"),
        (5, "360推廣"),
        (6, "搜狗推廣"),
        (7, "騰訊課堂"),
        (8, "廣點通"),
        (9, "高校宣講"),
        (10, "渠道代理"),
        (11, "51cto"),
        (12, "智匯推"),
        (13, "網盟"),
        (14, "DSP"),
        (15, "SEO"),
        (16, "其它"),
    ]
    source = models.SmallIntegerField('客戶來源', choices=source_choices, default=1)
    referral_from = models.ForeignKey(
        'self',
        blank=True,
        null=True,
        verbose_name="轉介紹自學員",
        help_text="若此客戶是轉介紹自內部學員,請在此處選擇內部學員姓名",
        related_name="internal_referral"
    )
    course = models.ManyToManyField(verbose_name="諮詢課程", to="Course")

    status_choices = [
        (1, "已報名"),
        (2, "未報名")
    ]
    status = models.IntegerField(
        verbose_name="狀態",
        choices=status_choices,
        default=2,
        help_text=u"選擇客戶此時的狀態"
    )

    consultant = models.ForeignKey(verbose_name="課程顧問", to='UserInfo', related_name='consultanter',
                                   limit_choices_to={'depart_id': 1001})

    date = models.DateField(verbose_name="諮詢日期", auto_now_add=True)
    recv_date = models.DateField(verbose_name="當前課程顧問的接單日期", null=True)
    last_consult_date = models.DateField(verbose_name="最後跟進日期", )

    def __str__(self):
        return "姓名:{0},QQ:{1}".format(self.name, self.qq)


class ConsultRecord(models.Model):
    """
    客戶跟進記錄
    """
    customer = models.ForeignKey(verbose_name="所諮詢客戶", to='Customer')
    consultant = models.ForeignKey(verbose_name="跟蹤人", to='UserInfo')
    date = models.DateField(verbose_name="跟進日期", auto_now_add=True)
    note = models.TextField(verbose_name="跟進內容...")

    def __str__(self):
        return self.customer.name + ":" + self.consultant.name


class Student(models.Model):
    """
    學生表（已報名）
    """
    customer = models.OneToOneField(verbose_name='客戶信息', to='Customer')

    username = models.CharField(verbose_name='用戶名', max_length=32)
    password = models.CharField(verbose_name='密碼', max_length=64)
    emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name='緊急聯繫人')

    class_list = models.ManyToManyField(verbose_name="已報班級", to='ClassList', blank=True)
    company = models.CharField(verbose_name='公司', max_length=128, blank=True, null=True)
    location = models.CharField(max_length=64, verbose_name='所在區域', blank=True, null=True)
    position = models.CharField(verbose_name='崗位', max_length=64, blank=True, null=True)
    salary = models.IntegerField(verbose_name='薪資', blank=True, null=True)
    welfare = models.CharField(verbose_name='福利', max_length=256, blank=True, null=True)
    date = models.DateField(verbose_name='入職時間', help_text='格式yyyy-mm-dd', blank=True, null=True)
    memo = models.CharField(verbose_name='備註', max_length=256, blank=True, null=True)

    def __str__(self):
        return self.username


class CourseRecord(models.Model):
    """
    上課記錄表 （班級記錄）
    """
    class_obj = models.ForeignKey(verbose_name="班級", to="ClassList")
    day_num = models.IntegerField(verbose_name="節次", help_text=u"此處填寫第幾節課或第幾天課程...,必須爲數字")
    teacher = models.ForeignKey(verbose_name="講師", to='UserInfo',limit_choices_to={"depart_id__in":[1002,1003]})
    date = models.DateField(verbose_name="上課日期", auto_now_add=True)

    course_title = models.CharField(verbose_name='本節課程標題', max_length=64, blank=True, null=True)
    course_memo = models.TextField(verbose_name='本節課程內容概要', blank=True, null=True)
    has_homework = models.BooleanField(default=True, verbose_name="本節有做業")
    homework_title = models.CharField(verbose_name='本節做業標題', max_length=64, blank=True, null=True)
    homework_memo = models.TextField(verbose_name='做業描述', max_length=500, blank=True, null=True)
    exam = models.TextField(verbose_name='踩分點', max_length=300, blank=True, null=True)

    def __str__(self):
        return "{0} day{1}".format(self.class_obj, self.day_num)


class StudyRecord(models.Model):
    '''
    學生記錄
    '''
    course_record = models.ForeignKey(verbose_name="第幾天課程", to="CourseRecord")
    student = models.ForeignKey(verbose_name="學員", to='Student')
    record_choices = (('checked', "已簽到"),
                      ('vacate', "請假"),
                      ('late', "遲到"),
                      ('noshow', "缺勤"),
                      ('leave_early', "早退"),
                      )
    record = models.CharField("上課紀錄", choices=record_choices, default="checked", max_length=64)
    score_choices = ((100, 'A+'),
                     (90, 'A'),
                     (85, 'B+'),
                     (80, 'B'),
                     (70, 'B-'),
                     (60, 'C+'),
                     (50, 'C'),
                     (40, 'C-'),
                     (0, ' D'),
                     (-1, 'N/A'),
                     (-100, 'COPY'),
                     (-1000, 'FAIL'),
                     )
    score = models.IntegerField("本節成績", choices=score_choices, default=-1)
    homework_note = models.CharField(verbose_name='做業評語', max_length=255, blank=True, null=True)
    note = models.CharField(verbose_name="備註", max_length=255, blank=True, null=True)

    homework = models.FileField(verbose_name='做業文件', blank=True, null=True, default=None)
    stu_memo = models.TextField(verbose_name='學員備註', blank=True, null=True)
    date = models.DateTimeField(verbose_name='提交做業日期', auto_now_add=True)

    def __str__(self):
        return "{0}-{1}".format(self.course_record, self.student)

models.py

引入stark組件

　　settings: 'stark.apps.StarkConfig',app

crm/stark.py註冊

    from .models import *
    from stark.service.stark import site
    
    site.register(Department)
    site.register(UserInfo)
    site.register(Course)
    site.register(School)
    site.register(ClassList)
    site.register(Customer)
    site.register(ConsultRecord)
    site.register(Student)
    site.register(CourseRecord)
    site.register(StudyRecord)

urls.py

    from django.conf.urls import url
    from django.contrib import admin
    
    from stark.service.stark import site
    
    urlpatterns = [
        url(r'^admin/', admin.site.urls),
        url(r'^stark/', site.urls),
    ]

3、錄入數據

錄入部門

錄入校區

錄入課程

錄入員工

添加班級

添加客戶表

客戶跟進記錄表

添加學生表

4、知識點

1.limit_choices_to()

   teachers = models.ManyToManyField(verbose_name='任課老師', to='UserInfo',related_name="abc",limit_choices_to={"depart__in":[1002,1005]})
   tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',limit_choices_to={"depart":1001})

2.get_gender_display()

class Customer():
    name = models.Charfield(max..)
    gender_choices = ((1, '男'), (2, '女'))
    gender = models.SmallIntegerField(verbose_name='性別', choices=gender_choices)

obj = Customer.objects.create(name='alex', gender=1)
print(obj.gender)
print(obj.get_gender_display())  # 就能夠拿到 男 or 女   

class CustomerConfig(ModelStark):
    def display_gender(self, obj=None, header=False):
        if header:
            return "性別"

        return obj.get_gender_display()

    list_display = ['name',display_gender]

3.mark_safe()

    from django.utils.safestring import mark_safe
    
    def display_course(self, obj=None, header=False):
        if header:
            return "諮詢課程"

        temp = []
        for course in obj.course.all():
            s = "<a href='/stark/crm/customer/cancel_course/%s/%s' style='border:1px solid #369;padding:3px 6px;'><span>%s</span></a>&nbsp;"%(obj.pk,course.pk,course.name)
            temp.append(s)

        return mark_safe("".join(temp))

4.extra_url()

    再stark得組件上 擴展url
    temp.extend(self.extra_url())
    
    def extra_url(self):
        temp=[]
        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        return temp
        
    obj = Customer.objects.filter(pk=customer_id).first()
    obj.course.remove(course_id)
    
    def cancel_course(self, request, customer_id, course_id):
        # print(customer_id, course_id)
        obj = Customer.objects.filter(pk=customer_id).first()
        obj.course.remove(course_id)
        
        return redirect(self.get_list_url())  # 重定向到當前表得查看頁面

5.code - crm/stark.py

# -*- coding:utf-8 -*-

from .models import *
from stark.service.stark import site, ModelStark
from django.utils.safestring import mark_safe
from django.conf.urls import url
from django.shortcuts import HttpResponse,reverse,redirect

class DepartmentConfig(ModelStark):
    list_display = ['title', 'code']

site.register(Department, DepartmentConfig)

class UserInfoConfig(ModelStark):
    list_display = ["name", 'email', 'depart']

site.register(UserInfo, UserInfoConfig)

class ClassListConfig(ModelStark):
    def display_classname(self,obj=None,header=False):
        if header:
            return "班級名稱"
        return "%s(%s)"%(obj.course.name, obj.semester)

    list_display = [display_classname, 'tutor', 'teachers']

site.register(ClassList, ClassListConfig)

class CustomerConfig(ModelStark):
    def display_gender(self, obj=None, header = False):
        if header:
            return "性別"
        return "%s"%obj.get_gender_display()

    def display_course(self, obj=None, header=False):
        if header:
            return "諮詢課程"

        temp = []
        for course in obj.course.all():
            temp.append("<a href='/stark/crm/customer/cancel_course/%s/%s' style='border:1px solid #369; padding:3px 6px;'><span>%s</span></a>&nbsp;"%(obj.pk,course.pk,course.name))

        return mark_safe("".join(temp))

    def cancel_course(self, request, customer_id, course_id):
        customer_obj = Customer.objects.filter(pk=customer_id).first()
        customer_obj.course.remove(course_id)
        return redirect(self.get_list_url())  # 重定向到當前表得查看頁面

    def extra_url(self):
        temp = []
        temp.append(url(r'^cancel_course/(\d+)/(\d+)', self.cancel_course))
        return temp

    list_display = ["name", display_gender,display_course ,"consultant"]

site.register(Customer, CustomerConfig)

class ConsultRecordConfig(ModelStark):
    list_display = ["customer", 'consultant','date','note']

site.register(ConsultRecord, ConsultRecordConfig)

class StudentConfig(ModelStark):
    list_display = ['customer','class_list']
    list_display_links = ['customer']

site.register(Student,StudentConfig)



site.register(Course)
site.register(School)

site.register(CourseRecord)
site.register(StudyRecord)

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