10.23 crm(3)
2018-10-23 20:34:30
继续增加新的功能!在代码注释里面有!
越努力,越幸运!永远不要高估自己!
还有明天再加上rbca权限管理系统就完美了!
然后crm做完,再过几天不挂针一切好了也快回学校啦!
然后把Django整理一下!说了好久就没整理!发现还是做东西有趣!
from stark.service.stark import site, ModelStark from django.utils.safestring import mark_safe from django.conf.urls import url from django.shortcuts import redirect, render, HttpResponse from .models import * from django.http import JsonResponse from django.db.models import Q import datetime """ 可以配置字段: 1. list_display[] 可以添加自定义展示字段,也可以添加函数名 2. 父类提供的添加该表额外url的接口 def extra_url 重写这个方法即可 2018-10-22 21:33:33 增加部分: 1. 初始化 course_record,studyrecord, 2. 考勤 3. 录入成绩 2018-10-23 20:21:35 增加功能: 1.通过Ajax,调用highchats插件,把学员个人成绩做成柱状图 2.增添了公共客户展示,并且可以选择跟进 3. ---公共客户(公共资源) 1 没有报名 2 3天没有跟进 3 15天没有成单 ps 关于这个条件,可以用linux做一个定时器,定时执行一下脚本,检查符合上述条件的客户进行修改更新信息, 这个理解就好!不做重点! 为了方便,把目前的配置类的各种可访问接口总结一下: customer/public/ 访问公共资源 customer/mycustomer/ 访问我的个人客户页面 """ # 用户配置表 class UserConfig(ModelStark): # 自定义展示字段 list_display[] list_display = ["name", "email", "depart"] # 班级配置表 class ClassConfig(ModelStark): # 自定义一个展示函数,然后添加到list_display中 def display_classname(self, obj=None, header=False): if header: return "班级名称" class_name = "%s(%s)" % (obj.course.name, str(obj.semester)) return class_name list_display = [display_classname, "tutor", "teachers"] # 客户配置表 class CustomerConfig(ModelStark): # 自定义展示性别 def display_gender(self, obj=None, header=False): if header: return "性别" return obj.get_gender_display() # 自定义展示课程 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)) list_display = ["name", display_gender, display_course, "consultant", ] # 取消课程的视图函数 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()) # 展示公共客户的视图函数 def public_customer(self, request): # 未报名 且3天未跟进或者15天未成单 now = datetime.datetime.now() ''' datetime.datetime datetime.time datetime.date datetime.timedelta(days=7) ''' # 三天未跟进 now-last_consult_date>3 --->last_consult_date<now-3 # 15天未成单 now-recv_date>15 --->recv_date<now-15 delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) user_id = 5 # 筛选出符合条件的客户,并且不是该登录者跟进的客户 customer_list = Customer.objects.filter( Q(last_consult_date__lt=now - delta_day3) | Q(recv_date__lt=now - delta_day15), status=2).exclude( consultant=user_id) print(customer_list) return render(request, "public.html", locals()) # 选择跟进用户的视图函数 def further(self, request, customer_id): # 由于没有加入rbac权限管理系统,先写死用户id 加入rbac后可用: request.session.get("user_id") user_id = 3 # alex now = datetime.datetime.now() delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) # 为改客户更改课程顾问，和对应时间 ret = Customer.objects.filter(pk=customer_id).filter( Q(last_consult_date__lt=now - delta_day3) | Q(recv_date__lt=now - delta_day15), status=2).update( consultant=user_id, last_consult_date=now, recv_date=now) if not ret: return HttpResponse("已经被跟进了") # 在客户跟进表中添加一条新的记录 CustomerDistrbute.objects.create(customer_id=customer_id, consultant_id=user_id, date=now, status=1) return HttpResponse("跟进成功") # 展示我的客户的视图函数 def mycustomer(self, request): # 由于没有加入rbac权限管理系统,先写死用户id 加入rbac后可用: request.session.get("user_id") user_id = 3 # alex # 在客户跟进表中通过user_id 拿到该用户名下所有的客户跟进记录 customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id) return render(request, "mycustomer.html", locals()) # 父类给出的添加额外url的接口 def extra_url(self): temp = [] temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course)) temp.append(url(r"public/", self.public_customer)) temp.append(url(r"further/(\d+)", self.further)) temp.append(url(r"mycustomer/", self.mycustomer)) return temp # 咨询配置表 class ConsultConfig(ModelStark): # 自定义展示字段 list_display = ["customer", "consultant", "date", "note"] # 学生配置表 class StudentConfig(ModelStark): # 查看成绩 def score_view(self,request,sid): if request.is_ajax(): print(request.GET) sid=request.GET.get("sid") cid=request.GET.get("cid") study_record_list=StudyRecord.objects.filter(student=sid,course_record__class_obj=cid) data_list=[] for study_record in study_record_list: day_num=study_record.course_record.day_num data_list.append(["day%s"%day_num,study_record.score]) print(data_list) return JsonResponse(data_list,safe=False) else: student=Student.objects.filter(pk=sid).first() class_list=student.class_list.all() return render(request,"score_view.html",locals()) def extra_url(self): temp = [] temp.append(url(r"score_view/(\d+)", self.score_view)) return temp def score_show(self, obj=None, header=False): if header: return "查看成绩" return mark_safe("<a href='/stark/crm/student/score_view/%s'>查看成绩</a>"%obj.pk) list_display = ["customer", "class_list",score_show] list_display_links = ["customer"] # 学习情况配置表 class StudyConfig(ModelStark): # 自定义展示字段 list_display = ["student", "course_record", "record", "score"] def patch_late(self, request, queryset): queryset.update(record="late") # 批量更改为 迟到 patch_late.short_description = "一键迟到" actions = [patch_late] # 课程记录配置表 class CourseRecordConfig(ModelStark): # 记录成绩的视图函数 def score(self, request, course_record_id): if request.method == "POST": print(request.POST) data = {} for key, value in request.POST.items(): if key == "csrfmiddlewaretoken": continue print("key:", key) # key: score_1 # 取到键值pk 后面数字 field, pk = key.rsplit("_", 1) if pk in data: data[pk][field] = value else: data[pk] = {field: value} # data {4:{"score":90}} print("data", data) # 构建成如下的数据 虽然构建数据有些麻烦,但是节省了储存数据库所需时间 # data {'1': {'score': '100', 'homework_note': '11'}, '2': {'score': '85', 'homework_note': '22'}} for pk, update_data in data.items(): StudyRecord.objects.filter(pk=pk).update(**update_data) return redirect(request.path) else: # 把数据传入前端,然后渲染列表数据 study_record_list = StudyRecord.objects.filter(course_record=course_record_id) score_choices = StudyRecord.score_choices return render(request, "score.html", locals()) # 通过内置接口 分发一个记录成绩的url def extra_url(self): temp = [] temp.append(url(r"record_score/(\d+)", self.score)) return temp # 定义考勤的函数 def record(self, obj=None, header=False): if header: return "考勤" return mark_safe("<a href='/stark/crm/studyrecord/?course_record=%s'>记录</a>" % obj.pk) # 定义录入成绩的函数 def record_score(self, obj=None, header=False): if header: return "录入成绩" return mark_safe("<a href='record_score/%s'>录入成绩</a>" % obj.pk) list_display = ["class_obj", "day_num", "teacher", record, record_score] # 批量添加学生学习记录 def patch_studyrecord(self, request, queryset): print(queryset) temp = [] for course_record in queryset: # 与course_record关联的班级对应所有学生 student_list = Student.objects.filter(class_list__id=course_record.class_obj.pk) for student in student_list: obj = StudyRecord(student=student, course_record=course_record) temp.append(obj) # 在StudyRecord表中批量添加学生学习记录 StudyRecord.objects.bulk_create(temp) patch_studyrecord.short_description = "批量生成学习记录" actions = [patch_studyrecord, ] site.register(UserInfo, UserConfig) site.register(Customer, CustomerConfig) site.register(Student, StudentConfig) site.register(ConsultRecord, ConsultConfig) site.register(StudyRecord, StudyConfig) site.register(CourseRecord, CourseRecordConfig) site.register(ClassList, ClassConfig) site.register(School) site.register(Department) site.register(Course) site.register(CustomerDistrbute)
新增了一张CustomerDistrbute的表!用于记录跟进用户的跟进记录
models.py 为了简洁就放上新的表的代码
from django.db import models class CustomerDistrbute(models.Model): customer = models.ForeignKey("Customer", related_name="customers") consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001}) date = models.DateField() status = ( (1, "正在跟进"), (2, "已报名"), (3, "三天未跟进"), (4, "15天未成单"), ) status = models.IntegerField(choices=status, default=1) memo = models.CharField(max_length=255) def __str__(self): return self.customer.name+":"+self.consultant.name
贴上笔记:
day95 crm： 讲师与学生 1 初始化 course_record,studyrecord, 2 考勤 3 录入成绩 4 显示成绩 ajax 查询 5 上传作业(os模块) 6 下载作业 销售与客户（销售） ---公共客户(公共资源) 1 没有报名 2 3天没有跟进 3 15天没有成单 mycustomer: 龙泰 男 yuan 2018-5-1 3天未跟进 mycustomer: 龙泰 男 三江 2018-5-5 15天未成单 mycustomer: 龙泰 男 暴雨 2018-5-21 正在跟进 客户分布表 龙泰 男 yuan 2018-5-1 3天未跟进 龙泰 男 三江 2018-5-5 15天未成单 龙泰 男 暴雨 2018-5-21 正在跟进 ---我的客户 crontab： 2018-5-15 12:00 龙泰 男 三江 2018-5-5 正在跟进 2018-5-16 0:0 2018-5-17 0:0 2018-5-18 0:0 2018-5-19 0:0 龙泰 男 三江 2018-5-5 3天未跟进 key: CustomerDistrbute为什么创建 ，为什么不能直接用Customer 权限组件
