CRM - 起步
一、crm简介
crm 客户关系管理软件 ( Customer Relationship Management )
二、起步
models.py
表结构
from django.db import models # Create your models here. from django.db import models class Department(models.Model): """ 部门表 如： 市场部 1000 销售 1001 """ title = models.CharField(verbose_name='部门名称', max_length=16) code = models.IntegerField(verbose_name='部门编号', unique=True, null=False) def __str__(self): return self.title class UserInfo(models.Model): """ 员工表 """ name = models.CharField(verbose_name='员工姓名', max_length=16) username = models.CharField(verbose_name='用户名', max_length=32) password = models.CharField(verbose_name='密码', max_length=64) email = models.EmailField(verbose_name='邮箱', max_length=64) depart = models.ForeignKey(verbose_name='部门', to="Department", to_field="code") def __str__(self): return self.name class Course(models.Model): """ 课程表 如： Linux基础 Linux架构师 Python自动化开发精英班 Python自动化开发架构师班 Python基础班 go基础班 """ name = models.CharField(verbose_name='课程名称', max_length=32) def __str__(self): return self.name class School(models.Model): """ 校区表 如： 北京沙河校区 上海校区 """ title = models.CharField(verbose_name='校区名称', max_length=32) def __str__(self): return self.title class ClassList(models.Model): """ 班级表 如： Python全栈 面授班 5期 10000 2017-11-11 2018-5-11 """ school = models.ForeignKey(verbose_name='校区', to='School') course = models.ForeignKey(verbose_name='课程名称', to='Course') semester = models.IntegerField(verbose_name="班级(期)") price = models.IntegerField(verbose_name="学费") start_date = models.DateField(verbose_name="开班日期") graduate_date = models.DateField(verbose_name="结业日期", null=True, blank=True) memo = models.CharField(verbose_name='说明', max_length=256, blank=True, null=True, ) teachers = models.ManyToManyField(verbose_name='任课老师', 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): """ 客户表 """ qq = models.CharField(verbose_name='qq', max_length=64, unique=True, help_text='QQ号必须唯一') name = models.CharField(verbose_name='学生姓名', max_length=16) gender_choices = ((1, '男'), (2, '女')) gender = models.SmallIntegerField(verbose_name='性别', choices=gender_choices) education_choices = ( (1, '重点大学'), (2, '普通本科'), (3, '独立院校'), (4, '民办本科'), (5, '大专'), (6, '民办专科'), (7, '高中'), (8, '其他') ) education = models.IntegerField(verbose_name='学历', choices=education_choices, blank=True, null=True, ) graduation_school = models.CharField(verbose_name='毕业学校', max_length=64, blank=True, null=True) major = models.CharField(verbose_name='所学专业', max_length=64, blank=True, null=True) experience_choices = [ (1, '在校生'), (2, '应届毕业'), (3, '半年以内'), (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='工作经验', blank=True, null=True, choices=experience_choices) work_status_choices = [ (1, '在职'), (2, '无业') ] work_status = models.IntegerField(verbose_name="职业状态", choices=work_status_choices, default=1, blank=True, null=True) company = models.CharField(verbose_name="目前就职公司", max_length=64, blank=True, null=True) salary = models.CharField(verbose_name="当前薪资", max_length=64, blank=True, null=True) source_choices = [ (1, "qq群"), (2, "内部转介绍"), (3, "官方网站"), (4, "百度推广"), (5, "360推广"), (6, "搜狗推广"), (7, "腾讯课堂"), (8, "广点通"), (9, "高校宣讲"), (10, "渠道代理"), (11, "51cto"), (12, "智汇推"), (13, "网盟"), (14, "DSP"), (15, "SEO"), (16, "其它"), ] source = models.SmallIntegerField('客户来源', choices=source_choices, default=1) referral_from = models.ForeignKey( 'self', blank=True, null=True, verbose_name="转介绍自学员", help_text="若此客户是转介绍自内部学员,请在此处选择内部学员姓名", related_name="internal_referral" ) course = models.ManyToManyField(verbose_name="咨询课程", to="Course") status_choices = [ (1, "已报名"), (2, "未报名") ] status = models.IntegerField( verbose_name="状态", choices=status_choices, default=2, help_text=u"选择客户此时的状态" ) consultant = models.ForeignKey(verbose_name="课程顾问", to='UserInfo', related_name='consultanter', limit_choices_to={'depart_id': 1001}) date = models.DateField(verbose_name="咨询日期", auto_now_add=True) recv_date = models.DateField(verbose_name="当前课程顾问的接单日期", null=True) last_consult_date = models.DateField(verbose_name="最后跟进日期", ) def __str__(self): return "姓名:{0},QQ:{1}".format(self.name, self.qq) class ConsultRecord(models.Model): """ 客户跟进记录 """ customer = models.ForeignKey(verbose_name="所咨询客户", to='Customer') consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo') date = models.DateField(verbose_name="跟进日期", auto_now_add=True) note = models.TextField(verbose_name="跟进内容...") def __str__(self): return self.customer.name + ":" + self.consultant.name class Student(models.Model): """ 学生表（已报名） """ customer = models.OneToOneField(verbose_name='客户信息', to='Customer') username = models.CharField(verbose_name='用户名', max_length=32) password = models.CharField(verbose_name='密码', max_length=64) emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name='紧急联系人') class_list = models.ManyToManyField(verbose_name="已报班级", 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='所在区域', blank=True, null=True) position = models.CharField(verbose_name='岗位', max_length=64, blank=True, null=True) salary = models.IntegerField(verbose_name='薪资', blank=True, null=True) welfare = models.CharField(verbose_name='福利', max_length=256, blank=True, null=True) date = models.DateField(verbose_name='入职时间', help_text='格式yyyy-mm-dd', blank=True, null=True) memo = models.CharField(verbose_name='备注', max_length=256, blank=True, null=True) def __str__(self): return self.username class CourseRecord(models.Model): """ 上课记录表 （班级记录） """ class_obj = models.ForeignKey(verbose_name="班级", to="ClassList") day_num = models.IntegerField(verbose_name="节次", help_text=u"此处填写第几节课或第几天课程...,必须为数字") teacher = models.ForeignKey(verbose_name="讲师", to='UserInfo',limit_choices_to={"depart_id__in":[1002,1003]}) date = models.DateField(verbose_name="上课日期", auto_now_add=True) course_title = models.CharField(verbose_name='本节课程标题', max_length=64, blank=True, null=True) course_memo = models.TextField(verbose_name='本节课程内容概要', blank=True, null=True) has_homework = models.BooleanField(default=True, verbose_name="本节有作业") homework_title = models.CharField(verbose_name='本节作业标题', max_length=64, blank=True, null=True) homework_memo = models.TextField(verbose_name='作业描述', max_length=500, blank=True, null=True) exam = models.TextField(verbose_name='踩分点', 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): ''' 学生记录 ''' course_record = models.ForeignKey(verbose_name="第几天课程", to="CourseRecord") student = models.ForeignKey(verbose_name="学员", to='Student') record_choices = (('checked', "已签到"), ('vacate', "请假"), ('late', "迟到"), ('noshow', "缺勤"), ('leave_early', "早退"), ) record = models.CharField("上课纪录", 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("本节成绩", choices=score_choices, default=-1) homework_note = models.CharField(verbose_name='作业评语', max_length=255, blank=True, null=True) note = models.CharField(verbose_name="备注", max_length=255, blank=True, null=True) homework = models.FileField(verbose_name='作业文件', blank=True, null=True, default=None) stu_memo = models.TextField(verbose_name='学员备注', blank=True, null=True) date = models.DateTimeField(verbose_name='提交作业日期', auto_now_add=True) def __str__(self): return "{0}-{1}".format(self.course_record, self.student)
引入stark组件
settings: 'stark.apps.StarkConfig',
crm/stark.py注册
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), ]
三、录入数据
录入部门
录入校区
录入课程
录入员工
添加班级
添加客户表
客户跟进记录表
添加学生表
四、知识点
1.limit_choices_to()
teachers = models.ManyToManyField(verbose_name='任课老师', 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='性别', choices=gender_choices) obj = Customer.objects.create(name='alex', gender=1) print(obj.gender) print(obj.get_gender_display()) # 就可以拿到 男 or 女 class CustomerConfig(ModelStark): def display_gender(self, obj=None, header=False): if header: return "性别" 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 "咨询课程" 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> "%(obj.pk,course.pk,course.name) temp.append(s) return mark_safe("".join(temp))
4.extra_url()
再stark得组件上 扩展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()) # 重定向到当前表得查看页面
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 "班级名称" 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 "性别" return "%s"%obj.get_gender_display() def display_course(self, obj=None, header=False): if header: return "咨询课程" 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> "%(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()) # 重定向到当前表得查看页面 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)
