CRM——起步
1、CRM簡介
crm 客戶關係管理軟件 ( Customer Relationship Management )。html
2、CRM起步
一、設計表結構和數據庫遷移
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) # 模仿 SQL 約束 ON DELETE CASCADE 的行爲，換句話說，刪除一個對象時也會刪除與它相關聯的外鍵對象。 depart = models.ForeignKey(verbose_name='部門', to="Department", to_field="code", on_delete=models.CASCADE) 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', on_delete=models.CASCADE) course = models.ForeignKey(verbose_name='課程名稱', to='Course', on_delete=models.CASCADE) 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', 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}, on_delete=models.CASCADE) 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", on_delete = models.CASCADE ) 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}, on_delete=models.CASCADE) 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', on_delete=models.CASCADE) consultant = models.ForeignKey(verbose_name="跟蹤人", to='UserInfo', on_delete=models.CASCADE) 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', on_delete=models.CASCADE) 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", on_delete=models.CASCADE) 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]}, on_delete=models.CASCADE) 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", on_delete=models.CASCADE) student = models.ForeignKey(verbose_name="學員", to='Student', on_delete=models.CASCADE) 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)
注意要給ForeignKey和OneToOneField字段添加on_delete=models.CASCADE 屬性。python
執行數據庫遷移：數據庫
manage.py@CRM_demo > makemigrations manage.py@CRM_demo > migrate
二、引入stark組件
將前面訂製的stark組件代碼拷入CRM項目中：(stark_demo中的templates目錄文件複製到stark下)django
在settings.py中添加stark應用信息：架構
INSTALLED_APPS = [
'django.contrib.admin',
......
'stark.apps.StarkConfig'
]
三、註冊stark
app01/stark.py:app
from stark.service.stark import site from .models import * site.register(School) site.register(UserInfo) site.register(ClassList) site.register(Student) site.register(Customer) site.register(Department) site.register(Course) site.register(ConsultRecord) site.register(CourseRecord) site.register(StudyRecord)
四、路由配置urls.py
from django.contrib import admin
from django.urls import path
from stark.service.stark import site
urlpatterns = [
path('admin/', admin.site.urls),
path('stark/', site.urls)
]
3、錄入數據
一、錄入校區ide
二、錄入課程函數
三、錄入部門post
四、錄入員工用戶網站
五、添加班級
此處涉及models.py中modelform的limit_choices_to屬性應用。
六、添加諮詢客戶
七、添加客戶跟進記錄
八、添加學生表
4、crm/stark.py編寫自定義配置
# -*- coding:utf-8 -*- __author__ = 'Qiushi Huang' from stark.service.stark import site, ModelStark from .models import * from django.utils.safestring import mark_safe from django.shortcuts import HttpResponse, redirect site.register(School) class UserConfig(ModelStark): list_display = ["name", "email", "depart"] site.register(UserInfo, UserConfig) class ClassConfig(ModelStark): def display_classname(self, obj=None, header=False): # 班級名 if header: return "班級名稱" # 將課程名和班級期數合併爲班級名 # obj.course是課程對象 obj.course.name是課程名稱 obj.semester是數字須要轉字符串 class_name = "%s(%s)" % (obj.course.name, str(obj.semester)) return class_name list_display = [display_classname, "tutor", "teachers"] site.register(ClassList, ClassConfig) class StudentConfig(ModelStark): list_display = ['customer', 'class_list'] list_display_links = ['customer'] site.register(Student, StudentConfig) from django.conf.urls import url class CustomerConfig(ModelStark): # 若是要展現性別 def display_gender(self, obj=None, header=False): if header: return "性別" return obj.get_gender_display() def display_course(self, obj=None, header=False): # obj:客戶對象 """諮詢的課程""" if header: return "課程" temp = [] for course in obj.course.all(): # 遍歷全部的課程 s = "<a href='/stark/crm/customer/cancel_course/%s/%s' " \ "style='border:1px solid #369;padding:3px 6px;'>" \ "<span>%s</span></a> " % (obj.pk, course.pk, course.name) temp.append(s) return mark_safe("".join(temp)) 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) # 刪除對象全部的關聯課程 return redirect(self.get_list_url()) # 重定向當前表的查看頁面 def extra_url(self): """擴展路由""" 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 DepartmentConfig(ModelStark): list_display = ['title', 'code'] site.register(Department, DepartmentConfig) site.register(Course) class ConsultRecordConfig(ModelStark): list_display = ["customer", "consultant", "date", "note"] site.register(ConsultRecord, ConsultRecordConfig) site.register(CourseRecord) site.register(StudyRecord)
重點：
一、limit_choices_to()
class ClassList(models.Model):
"""
班級表
"""
# limit_choices_to設置限制條件，只是用來告訴modelform怎麼去取option對象
# 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', related_name="abc", limit_choices_to={"depart__in":[1002,1005]}) # __in設置條件
# tutor即班主任，也就是銷售
tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes', limit_choices_to={"depart": 1001}, on_delete=models.CASCADE)
二、將form調整操做從add_view解耦，爲change_view添加該功能
將以前serivce/stark.py中add_view視圖函數中對form的調整分拆出來：
class ModelStark(object):
"""默認類，定製配置類"""
def get_new_form(self, form):
"""form調整，給特殊字段添加屬性修改url"""
for bound_field in form: # 拿到每個字段
# from django.forms.boundfield import BoundField
# print(bound_field.field) # 字段對象
print(bound_field.name) # title\publishDate\publish 字段名稱
# print(type(bound_field.field)) # 字段類型
from django.forms.models import ModelChoiceField # ModelMultipleChoiceField繼承ModelChoiceField
if isinstance(bound_field.field, ModelChoiceField): # 經過這個判斷是不是一對多或多對多的字段對象
bound_field.is_pop = True # 給全部一對多、多對多對象添加is_pop這個屬性
# 須要拿到的不是當前表而是字段關聯表
print("===》", bound_field.field.queryset.model)
"""
一對多或者多對多字段的關聯模型表
<class 'app01.models.Publish'>
<class 'app01.models.Author'>
"""
# 拿到模型名和應用名
related_model_name = bound_field.field.queryset.model._meta.model_name
related_app_label = bound_field.field.queryset.model._meta.app_label
# 拼出添加頁面地址
_url = reverse("%s_%s_add" % (related_app_label, related_model_name))
# url拿到後，再在後面拼接字段名稱
bound_field.url = _url + "?pop_res_id=id_%s" % bound_field.name # /?pop_res_id=id_authors
return form
def add_view(self, request):
"""添加頁面視圖"""
ModelFormDemo = self.get_modelform_class()
form = ModelFormDemo() # 實例化步驟提早不論是post請求仍是get請求都會傳遞到模板中
form = self.get_new_form(form)
if request.method == "POST":
form = ModelFormDemo(request.POST)
if form.is_valid(): # 校驗字段所有合格
obj = form.save() # 將數據保存到數據庫
print(obj) # 拿到返回值：當前生成的記錄
pop_res_id = request.GET.get("pop_res_id") # 拿到window.open打開頁面後面的get請求
if pop_res_id:
# 當屬於window.open頁面post請求
res = {"pk": obj.pk, "text": str(obj), "pop_res_id": pop_res_id}
return render(request, "pop.html", {"res": res})
else:
# 跳轉到當前訪問表的查看頁面
return redirect(self.get_list_url())
# 校驗有錯誤返回頁面，且包含了錯誤信息
return render(request, "add_view.html", locals())
def delete_view(self, request, id):
url = self.get_list_url()
if request.method == "POST":
self.model.objects.filter(pk=id).delete()
return redirect(url)
# self.model.objects.filter(pk=id).delete()
return render(request, "delete_view.html", locals())
def change_view(self, request, id):
"""編輯視圖"""
ModelFormDemo = self.get_modelform_class() # 拿到當前配置類
# 拿到編輯對象
edit_obj = self.model.objects.filter(pk=id).first()
if request.method == "POST":
form = ModelFormDemo(request.POST, instance=edit_obj) # instance就是給這個記錄更改成最新的數據
if form.is_valid(): # 校驗字段所有合格
form.save()
return redirect(self.get_list_url()) # 跳轉到當前訪問表的查看頁面
# （精髓）校驗有錯誤返回頁面，且包含了錯誤信息
return render(request, "add_view.html", locals())
form = ModelFormDemo(instance=edit_obj) # 用instance放入編輯對象就有了編輯數據
form = self.get_new_form(form)
return render(request, "change_view.html", locals())
三、循環名字覆蓋的問題
class ShowList(object):
"""展現頁面類"""
def get_body(self):
"""構建表單數據"""
new_data_list = []
# for obj in self.data_list:
for obj in self.page_data: # 當前頁面的數據
temp = []
for field in self.config.new_list_display(): # ["__str__", ] ["pk","name","age",edit]
if callable(field):
val = field(self.config, obj)
else:
try: # 若是是普通字段
field_obj = self.config.model._meta.get_field(field) # 拿到字段對象
if isinstance(field_obj, ManyToManyField): # 判斷是不是多對多
# 反射處理 增長.all
# 多對多的狀況 obj.field.all()
ret = getattr(obj, field).all() # <QuerySet [<Author: alex>, <Author: egon>]>
t = []
for mobj in ret: # 多對多的對象
t.append(str(mobj))
val = ",".join(t) # 用join方法實現拼接 alex,egon
else:
# 非多對多的狀況
val = getattr(obj, field) # 拿到的關聯對象 處理不了多對多
if field in self.config.list_display_links:
# _url = reverse("%s_%s_change" % (app_label, model_name), args=(obj.pk,))
_url = self.config.get_change_url(obj)
val = mark_safe("<a href='%s'>%s</a>" % (_url, val))
except Exception as e: # 若是是__str__
val = getattr(obj, field) # 反射拿到對象__str__函數的返回值 self.name 武漢大學出版社
print(val) # <bound method Publish.__str__ of <Publish: 武漢大學出版社>>
temp.append(val)
new_data_list.append(temp)
return new_data_list
多層循環必定要注意起名字，不能都使用obj做爲循環的變量,會致使數據紊亂。
四、模型(model)中的choices字段的使用
Django模型中的字段有個choices屬性，這個屬性能夠提供被選數據。若是一個字段設置了這個屬性,在模版中若是我要顯示這個字段，那麼django模版系統就會將它默認解析爲一個下拉菜單。
crm/models.py:
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)
crm/stark.py:
obj.gender拿到數據庫存的值：1/2
使用obj.get_gender_display()拿到存的值對應顯示的值：男/女
class CustomerConfig(ModelStark):
# 若是要展現性別
def display_gender(self, obj=None, header=False):
if header:
return "性別"
return obj.get_gender_display()
list_display = ["name", display_gender]
site.register(Customer, CustomerConfig)
四、在自定義配置類，定製展現字段a標籤
from django.utils.safestring import mark_safe
class CustomerConfig(ModelStark):
# 若是要展現性別
def display_gender(self, obj=None, header=False):
if header:
return "性別"
return obj.get_gender_display()
def display_course(self, obj=None, header=False):
"""諮詢的課程"""
if header:
return "課程"
temp = []
for course in obj.course.all(): # 遍歷全部的課程
s = "<a href='/stark/crm/customer/cancel_course/%s/%s' " \
"style='border:1px solid #369;padding:3px 6px;'>" \
"<span>%s</span></a> " % (obj.pk, course.pk, course.name)
temp.append(s)
return mark_safe("".join(temp))
list_display = ["name", display_gender, display_course, "consultant"]
site.register(Customer, CustomerConfig)
顯示效果：
五、擴展url和視圖
在客戶頁面，點擊客戶諮詢過得課程取消客戶課程。這裏須要添加一個url，url：/stark/crm/customer/cancel_course/1/3的形式。
（1）首先在service/stark.py中添加url擴展接口
class ModelStark(object):
"""默認類，定製配置類"""
def extra_url(self):
# 擴展路由，自定義配置沒有配置則默認爲空
return []
def get_urls_2(self):
temp = []
# 用name取別名app名+model名+操做名能夠保證別名不會重複
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
temp.append(url(r"^add/", self.add_view, name="%s_%s_add" % (app_label, model_name)))
temp.append(url(r"^(\d+)/delete/", self.delete_view, name="%s_%s_delete" % (app_label, model_name)))
temp.append(url(r"^(\d+)/change/", self.change_view, name="%s_%s_change" % (app_label, model_name)))
temp.append(url(r"^$", self.list_view, name="%s_%s_list" % (app_label, model_name)))
# 添加擴展路由接口
temp.extend(self.extra_url())
return temp
（2）在Customer自定義配置類訂製取消路由和視圖
from django.conf.urls import url
from django.shortcuts import HttpResponse, redirect
class CustomerConfig(ModelStark):
# 若是要展現性別
def display_gender(self, obj=None, header=False):
if header:
return "性別"
return obj.get_gender_display()
def display_course(self, obj=None, header=False): # obj:客戶對象
"""諮詢的課程"""
if header:
return "課程"
temp = []
for course in obj.course.all(): # 遍歷全部的課程
s = "<a href='/stark/crm/customer/cancel_course/%s/%s' " \
"style='border:1px solid #369;padding:3px 6px;'>" \
"<span>%s</span></a> " % (obj.pk, course.pk, course.name)
temp.append(s)
return mark_safe("".join(temp))
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) # 刪除對象全部的關聯課程
return redirect(self.get_list_url()) # 重定向當前表的查看頁面
def extra_url(self):
"""擴展路由"""
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)
注意a標籤href地址。
（3）顯示效果
點擊標籤刪除對應的課程。
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相關文章
- 1. CRM - 起步
- 2. CRM實施六步走
- 3. 起步
- 4. CRM市場風起雲涌，八百客靜待風起
- 5. Webpack2 起步
- 6. [kafka] 001_kafka起步
- 7. Git起步
- 8. Elasticsearch——起步
- 9. vue.js的起步
- 10. python起步