crm销售管理系统一
一、环境配置
1、首先配置pip，环境变量配置
pip 9.0.1 from c:\users\administrator\envs\crm\lib\site-packages (python 3.6)
2、安装虚拟环境
C:\Users\Administrator>pip install virtualenvwrapper-win
Collecting virtualenvwrapper-win
Downloading virtualenvwrapper-win-1.2.4.tar.gz
Collecting virtualenv (from virtualenvwrapper-win)
Downloading virtualenv-15.1.0-py2.py3-none-any.whl (1.8MB)
100% |████████████████████████████████| 1.8MB 393kB/s
Installing collected packages: virtualenv, virtualenvwrapper-win
Running setup.py install for virtualenvwrapper-win ... done
Successfully installed virtualenv-15.1.0 virtualenvwrapper-win-1.2.4
3、创建crm这个虚拟环境
C:\Users\Administrator>mkvirtualenv crm
C:\Users\Administrator\Envs is not a directory, creating
Using base prefix 'c:\\users\\administrator\\appdata\\local\\programs\\python\\python36'
New python executable in C:\Users\Administrator\Envs\crm\Scripts\python.exe
Installing setuptools, pip, wheel...done.
环境
(crm) C:\Users\Administrator>python --version
Python 3.6.3
(crm) C:\Users\Administrator>pip list
Django (1.11)
pip (9.0.1)
pytz (2017.3)
setuptools (38.2.3)
wheel (0.30.0)
二、创建项目
项目创建：
指定创建的环境
env->scripts->python.exe
组件：
django
boostrap
jquery
准备：
1）创建project
python manage.py startapp app01
2)设计表结构
目录结构：
权限：
1）每个人的信息别人不能看
2）领导能看到的信息别人不能看
表结构如下：
from django.db import models from django.contrib.auth.models import User class Customer(models.Model): """客户信息表 blank是用于限制admin null为了限制数据库，所以这两个成对出现 """ name = models.CharField(max_length=32,blank=True,null=True) qq = models.CharField(max_length=64,unique=True) phone = models.CharField(max_length=64,blank=True,null=True,help_text="电话") source_choices = ((0,"转介绍"), (1,"qq群"), (2,"官网"), (3,"51cto"), (4,"知乎"), (5,"市场推广")) source = models.SmallIntegerField(choices=source_choices,help_text="来源") referral_from = models.CharField(verbose_name="转介绍人qq",max_length=64,blank=True,null=True) consult_course = models.ForeignKey("Course",verbose_name="咨询课程") content = models.TextField(verbose_name="咨询详情") consultant = models.ForeignKey("UserProfile",verbose_name="那个人的销售记录") date = models.DateTimeField(auto_now_add=True,verbose_name="时间，这里自增") memo=models.CharField(blank=True,null=True,verbose_name="备注") tags = models.ManyToManyField("Tag",blank=Tag,null=True,verbose_name="和标签多对多") def __str__(self): return self.qq class Tag(models.Model): name=models.CharField(unique=True,max_length=32,verbose_name="标签") def __str__(self): return self.name class CustomerFollowUp(models.Model): """客户跟进表""" customer = models.ForeignKey("Customer",verbose_name="和客户多对一") content = models.TextField(verbose_name="跟进内容") consultant = models.ForeignKey("UserProfile",verbose_name="跟进人") date = models.DateTimeField(auto_now=True) intention_choice = ((0,"2周内报名"), (1,"1个月内报名"), (2,"近期无报名计划"), (3,"已在其他机构报名"), (4,"已报名"), (5,"已拉黑")) intention = models.SmallIntegerField(choices=intention_choice,verbose_name="报名计划") date = models.DateTimeField(auto_now_add=True,verbose_name="时间") def __str__(self): return "<%s:%s>"%(self.customer.qq,self.intention) class Course(models.Model): """课程表""" name = models.CharField(max_length=64,unique=True,verbose_name="课程名字") price = models.PositiveIntegerField(verbose_name="价格") period=models.PositiveIntegerField(verbose_name="课程周期") outline=models.TextField(verbose_name="课程大纲") def __str__(self): return self.name class branch(models.Model): """校区""" name=models.CharField(max_length=128,unique=True) addr = models.CharField(max_length=128) def __str__(self): return self.name class ClassList(models.Model): """班级表""" branch=models.ForeignKey("branch",verbose_name="和校区关联") course=models.ForeignKey("Course",verbose_name="和课程关联") class_type_choice=((0,"面授"), (1,"周末"), (2,"网络"),) class_type=models.SmallIntegerField(choices=class_type_choice,verbose_name="开班类型") semester = models.PositiveIntegerField(verbose_name="学期") teachers = models.ManyToManyField("UserProfile",verbose_name="老师和账号关联") start_date = models.DateTimeField(verbose_name="开班日期") end_date = models.DateTimeField(verbose_name="毕业日期",blank=True,null=True) def __str__(self): return "%s %s %s"%(self.branch,self.course,self.semester) class Meta: unique_together=("branch","course","semester") class CourseRecord(models.Model): """上课记录表""" from_class = models.ForeignKey("ClassList", verbose_name="关联班级") day_num = models.PositiveIntegerField(verbose_name="第几节(天)") teacher = models.ForeignKey("UserProfile",verbose_name="老师") has_homework = models.BooleanField(default=True,verbose_name="是否有作业") homework_title= models.CharField(max_length=128,blank=True,null=True,verbose_name="作业头部信息") homework_content = models.TextField(blank=True,null=True,verbose_name="作业内容") online = models.TextField(verbose_name="本节课程大纲") date = models.DateTimeField(auto_now_add=True) def __str__(self): return "%s %s"%(self.from_class,self.day_num) class Meta: unique_together=("from_class","day_num") verbose_name_plural="上课记录表" class StudyRecord(models.Model): """学习记录表""" student = models.ForeignKey("Enrollment",verbose_name="关联报名表") course_record = models.ForeignKey("CourseRecord",verbose_name="和上课记录关联") attendance_choices = ((0,"已签到"), (1,"迟到"), (2,"缺勤"), (3,"早退")) attendanc = models.SmallIntegerField(choices=attendance_choices,default=0,verbose_name="上课状态") score_choices=((100,"A+"), (90,"A"), (85,"B+"), (80,"B"), (75,"B-"), (70,"C+"), (60,"C"), (40,"C-"), (-50,"D"), (-100,"COPY"), (0,"N/A")) score = models.SmallIntegerField(choices=score_choices,default=0,verbose_name="分数") memo = models.TextField(blank=True,null=True,verbose_name="备注") date = models.DateTimeField(auto_now_add=True) def __str__(self): return "%s %s %s"%(self.student,self.course_record,self.score) class Enrollment(models.Model): """报名表""" customer = models.ForeignKey("Customer",verbose_name="那个人报名") enrolled_class = models.ForeignKey("ClassList",verbose_name="所报班级") consultant = models.ForeignKey("UserProfile",verbose_name="课程顾问") contract_agreed = models.BooleanField(default=False,verbose_name="学员已经同意合同条款") contract_approved = models.BooleanField(default=False,verbose_name="合同已经审核") date = models.DateTimeField(auto_now_add=True) def __str__(self): return "%s %s"%(self.customer,self.enrolled_class) class Meta: unique_together=("customer","enrolled_class") class Payment(models.Model): """缴费记录""" customer=models.ForeignKey("Customer") course = models.ForeignKey("Course",verbose_name="所报课程") amount = models.PositiveIntegerField(verbose_name="数额",default=500) consultant = models.ForeignKey("UserProfile",verbose_name="用户") date = models.DateTimeField(auto_now_add=True) def __str__(self): return "%s %s"%(self.customer,self.amount) class UserProfile(models.Model): """账号表""" user=models.OneToOneField(User) name = models.CharField(max_length=32) roles = models.ManyToManyField("Role",blank=True,null=True) def __str__(self): return self.name class Role(models.Model): """角色表""" name = models.CharField(max_length=32,unique=True) def __str__(self): return self.name
注意这里的账号表中的user和django.contrib.auth.models中的User是一对一的关系
三、配置数据库
1、首先下载数据库 具体
