CRM

CRM

表結構建立

複製代碼
# Create your models here.


from django.db import models


class Department(models.Model):
    """
    部門表
    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:
        北京海淀校區
        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',limit_choices_to={'depart_id__in':[1003,1004],})
    teachers = models.ManyToManyField(verbose_name='任課老師', to='UserInfo', limit_choices_to={"depart_id__in": [1002, 1003]},
                                      related_name="abc")
    tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', limit_choices_to={"depart_id": 1001}, related_name='classes')

    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 PaymentRecord(models.Model):
    """
    繳費記錄
    """
    customer = models.ForeignKey(Customer, verbose_name="客戶")

    class_list = models.ForeignKey(verbose_name="班級", to="ClassList", blank=True, null=True)

    pay_type_choices = [
        (1, "訂金/報名費"),
        (2, "學費"),
        (3, "轉班"),
        (4, "退學"),
        (5, "退款"),
    ]
    pay_type = models.IntegerField(verbose_name="費用類型", choices=pay_type_choices, default=1)
    paid_fee = models.IntegerField(verbose_name="費用數額", default=0)
    turnover = models.IntegerField(verbose_name="成交金額", blank=True, null=True)
    quote = models.IntegerField(verbose_name="報價金額", blank=True, null=True)
    note = models.TextField(verbose_name="備註", blank=True, null=True)
    date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True)
    consultant = models.ForeignKey(verbose_name="負責老師", to='UserInfo', help_text="誰籤的單就選誰")


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
    """
    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):
    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)


class CustomerDistrbute(models.Model):
    customer = models.ForeignKey("Customer", related_name="customers")
    consultant = models.ForeignKey(verbose_name="課程顧問", to="UserInfo", limit_choices_to={"depart_id": 1001})
    date = models.DateField()
    status = (
        (1, "跟進狀態"),
        (2, "已報名"),
        (3, "三天未跟進"),
        (4, "15天未成單"),
    )
    status = models.IntegerField(choices=status, default=1)

    memo = models.CharField(max_length=255)
複製代碼

在這些表中有幾個地方須要注意,UserInfo表外鍵關聯了部門表,可是不是關聯的部門表的主鍵,而是code字段django

班級和老師還有班主任有多對多和一對多的關聯,其中有一個參數limit_choices_to={"depart_id__in": [1002, 1003]},有這個參數,當使用Form自動生成頁面標籤時,select標籤中只會顯示depart_id在1002和1003中的員工,這個參數的意義在於,老師和班主任都是從UserInfo員工表中篩選的,可是員工表中還有其餘人,因此咱們不須要讓不相關的人顯示在select標籤中session

添加stark組件

建立項目後咱們直接將咱們stark組件的app複製到項目中便可架構

同時不要忘記在setting中配置app

複製代碼
INSTALLED_APPS = [
    'django.contrib.admin',
    'django.contrib.auth',
    'django.contrib.contenttypes',
    'django.contrib.sessions',
    'django.contrib.messages',
    'django.contrib.staticfiles',
    'app01.apps.App01Config',
    'stark.apps.StarkConfig'
]
複製代碼

簡單使用stark組件

在app01中建立stark.py文件函數

複製代碼
from stark.service.sites import site, ModelStark
from .models import *
from django.utils.safestring import mark_safe
from django.conf.urls import url
from django.shortcuts import HttpResponse, render, redirect


site.register(Department)


class UserConfig(ModelStark):
    list_display = ["name", "email", "depart"]
    list_display_links = ["name"]
site.register(UserInfo, UserConfig)
site.register(Course)
site.register(School)


class ClassListConfig(ModelStark):

    def display_class(self, obj=None, is_header=False):
        if is_header:
            return "班級"
        return "%s(%s)" % (obj.course, obj.semester)
    list_display = [display_class, "teachers", "tutor"]
site.register(ClassList, ClassListConfig)


class CustomerConfig(ModelStark):

    def display_gender(self, obj=None, is_header=False):
        if is_header:
            return "性別"
        return obj.get_gender_display()

    def display_status(self, obj=None, is_header=False):
        if is_header:
            return "狀態"
        return obj.get_status_display()

    def display_consultrecord(self, obj=None, is_header=False):
        if is_header:
            return "跟進"
        return mark_safe("<a href='/stark/app01/consultrecord/?customer=%s'>跟進記錄</a>" % (obj.pk))

    def display_courses(self, obj=None, is_header=False):
        if is_header:
            return "諮詢課程"
        temp = []
        for course in obj.course.all():
            tag = "<a href='/stark/app01/customer/cancel/%s/%s' style='padding:6px 3px;border: 1px solid #336699'>%s</a>" % (obj.pk, course.pk, course.name)
            temp.append(tag)
        s = "".join(temp)
        return mark_safe(s)

    def cancel_course(self, request, customer_id, course_id):
        customer = Customer.objects.get(pk=customer_id)
        customer.course.remove(course_id)
        return redirect(self.get_list_url())

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

    list_display = ["name", display_gender, "consultant", display_courses, display_status, display_consultrecord]
    list_display_links = ["name"]
site.register(Customer, CustomerConfig)


class ConsultRecordConfig(ModelStark):
    list_display = ["customer", "consultant", "date", "note"]
site.register(ConsultRecord, ConsultRecordConfig)
site.register(CourseRecord)


class StudentConfig(ModelStark):
    list_display = ["username", "class_list"]
site.register(Student, StudentConfig)


class StudyRecordConfig(ModelStark):

    def display_record(self, obj=None, is_header=False):
        if is_header:
            return "記錄"
        return obj.get_record_display()

    def display_score(self, obj=None, is_header=False):
        if is_header:
            return "成績"
        return obj.get_score_display()

    list_display = ["student", "course_record", display_record, display_score]
site.register(StudyRecord, StudyRecordConfig)
site.register(CustomerDistrbute)
複製代碼

添加新的url

在項目使用中若是咱們須要添加新的url該怎麼辦呢,咱們能夠修改stark組件中的一些內容post

複製代碼
def extra_url(self):
    return []
# 設計二級分發url
def get_url_func(self):
    temp = []
    model_name = self.model._meta.model_name
    app_label = self.model._meta.app_label
    app_model = (app_label, model_name)
    temp.append(url("^$", self.change_list, name="%s_%s_list" % app_model))
    temp.append(url("^add/$", self.add_view, name="%s_%s_add" % app_model))
    temp.append(url("^(\d+)/delete/$", self.del_view, name="%s_%s_delete" % app_model))
    temp.append(url("^(\d+)/change/$", self.change_view, name="%s_%s_change" % app_model))
    temp.extend(self.extra_url())
    return temp
複製代碼

能夠看到咱們添加了一個新的功能extra_url,默認返回一個空列表,而get_url_func中咱們獲得的temp會添加extra_url的返回值,這樣,當用戶要添加新的url時,能夠從新寫extra_url方法,在其中添加新的url,並寫一個對應的視圖函數,因爲self只是當前表的ModelStark對象,因此只會多一條url網站

複製代碼
class CustomerConfig(ModelStark):

    def cancel_course(self, request, customer_id, course_id):
        customer = Customer.objects.get(pk=customer_id)
        customer.course.remove(course_id)
        return redirect(self.get_list_url())

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

    list_display = ["name"]
    list_display_links = ["name"]
site.register(Customer, CustomerConfig)
複製代碼
相關文章
相關標籤/搜索