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day43 crm开发之跟缴费功能开发

查看缴费列表

缴费表结构设计

class PaymentRecord(models.Model):
    """
    缴费申请
    """
    customer = models.ForeignKey(Customer, verbose_name="客户", on_delete=models.CASCADE)
    consultant = models.ForeignKey(verbose_name="课程顾问", to='UserInfo', help_text="谁签的单就选谁", on_delete=models.CASCADE)
    pay_type_choices = [
        (1, "报名费"),
        (2, "学费"),
        (3, "退学"),
        (4, "其他"),
    ]
    pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=1)
    paid_fee = models.IntegerField(verbose_name="金额", default=0)
    class_list = models.ForeignKey(verbose_name="申请班级", to="ClassList", on_delete=models.CASCADE)
    apply_date = models.DateTimeField(verbose_name="申请日期", auto_now_add=True)

    confirm_status_choices = (
        (1, '申请中'),
        (2, '已确认'),
        (3, '已驳回'),
    )
    confirm_status = models.IntegerField(verbose_name="确认状态", choices=confirm_status_choices, default=1)
    confirm_date = models.DateTimeField(verbose_name="确认日期", null=True, blank=True)
    confirm_user = models.ForeignKey(verbose_name="审批人", to='UserInfo', related_name='confirms', null=True, blank=True, on_delete=models.CASCADE)

    note = models.TextField(verbose_name="备注", blank=True, null=True)

缴费列表展示

web应用新建缴费功能视图

# -*- encoding: utf-8 -*-
"""
@File    : payment_record.py
@Time    : 2022/3/13 10:17
@Author  : simon
@Email   : 294168604@qq.com
@Software: PyCharm
"""

from django.conf.urls import url
from stark.service.v1 import StarkHandler, get_choice_text




class PaymentRecordHandler(StarkHandler):
    list_display = [get_choice_text('缴费类型', 'pay_type'), 'paid_fee', 'class_list', 'consultant',
                    get_choice_text('状态', 'confirm_status')]

    def get_list_display(self):
        """
        获取页面上应该显示的列，预留的自定义扩展，例如：以后根据用户的不同显示不同的列
        :return:
        """
        value = []
        if self.list_display:
            value.extend(self.list_display)
        return value

    def get_urls(self):
        patterns = [
            url(r'^list/(?P<customer_id>\d+)/$', self.wrapper(self.changelist_view), name=self.get_list_url_name),
            url(r'^add/(?P<customer_id>\d+)/$', self.wrapper(self.add_view), name=self.get_add_url_name),
        ]
        patterns.extend(self.extra_urls())
        return patterns

私户视图新增列名‘缴费’

效果展示：

添加缴费记录功能

设计学生表结构

class Student(models.Model):
    """
    学生表
    """
    customer = models.OneToOneField(verbose_name='客户信息', to='Customer', on_delete=models.CASCADE)
    qq = models.CharField(verbose_name='QQ号', max_length=32)
    mobile = models.CharField(verbose_name='手机号', max_length=32)
    emergency_contract = models.CharField(verbose_name='紧急联系人电话', max_length=32)
    class_list = models.ManyToManyField(verbose_name="已报班级", to='ClassList', blank=True,null=True)
    student_status_choices = [
        (1, "申请中"),
        (2, "在读"),
        (3, "毕业"),
        (4, "退学")
    ]
    student_status = models.IntegerField(verbose_name="学员状态", choices=student_status_choices, default=1)
    memo = models.CharField(verbose_name='备注', max_length=255, blank=True, null=True)

    def __str__(self):
        return self.customer.name

缴费记录列表不需要展示操作的列即删除编辑按钮不需要，缴费记录视图新建一个列定义

效果展示：

判断客户存不存在学生记录，缴费添加记录是不一样的页面，完整缴费视图代码参考

# -*- encoding: utf-8 -*-
"""
@File    : payment_record.py
@Time    : 2022/3/13 10:17
@Author  : simon
@Email   : 294168604@qq.com
@Software: PyCharm
"""
from django.conf.urls import url
from django.shortcuts import HttpResponse
from django import forms
from stark.service.v1 import StarkHandler, get_choice_text, StarkModelForm
from web import models


class PaymentRecordModelForm(StarkModelForm):
    class Meta:
        model = models.PaymentRecord
        fields = ['pay_type', 'paid_fee', 'class_list', 'note']


class StudentPaymentRecordModelForm(StarkModelForm):
    qq = forms.CharField(label='QQ号', max_length=32)
    mobile = forms.CharField(label='手机号', max_length=32)
    emergency_contract = forms.CharField(label='紧急联系人电话', max_length=32)

    class Meta:
        model = models.PaymentRecord
        fields = ['pay_type', 'paid_fee', 'class_list', 'qq', 'mobile', 'emergency_contract', 'note']


class PaymentRecordHandler(StarkHandler):
    list_display = [get_choice_text('缴费类型', 'pay_type'), 'paid_fee', 'class_list', 'consultant',
                    get_choice_text('状态', 'confirm_status')]

    def get_list_display(self):
        """
        获取页面上应该显示的列，预留的自定义扩展，例如：以后根据用户的不同显示不同的列
        :return:
        """
        value = []
        if self.list_display:
            value.extend(self.list_display)
        return value

    def get_urls(self):
        patterns = [
            url(r'^list/(?P<customer_id>\d+)/$', self.wrapper(self.changelist_view), name=self.get_list_url_name),
            url(r'^add/(?P<customer_id>\d+)/$', self.wrapper(self.add_view), name=self.get_add_url_name),
        ]
        patterns.extend(self.extra_urls())
        return patterns

    def get_queryset(self, request, *args, **kwargs):
        customer_id = kwargs.get('customer_id')
        current_user_id = request.session['user_info']['id']
        return self.model_class.objects.filter(customer_id=customer_id, customer__consultant_id=current_user_id)

    def get_model_form_class(self, is_add, request, pk, *args, **kwargs):
        # 如果当前客户有学生信息，则使用PaymentRecordModelForm；否则StudentPaymentRecordModelForm
        customer_id = kwargs.get('customer_id')
        student_exists = models.Student.objects.filter(customer_id=customer_id).exists()
        if student_exists:
            return PaymentRecordModelForm
        return StudentPaymentRecordModelForm

    def save(self, request, form, is_update, *args, **kwargs):
        customer_id = kwargs.get('customer_id')
        current_user_id = request.session['user_info']['id']
        object_exists = models.Customer.objects.filter(id=customer_id,
                                                       consultant_id=current_user_id).exists()
        if not object_exists:
            return HttpResponse('非法操作')

        form.instance.customer_id = customer_id
        form.instance.consultant_id = current_user_id
        # 创建缴费记录信息
        form.save()

        # 创建学员信息
        class_list = form.cleaned_data['class_list']
        fetch_student_object = models.Student.objects.filter(customer_id=customer_id).first()
        if not fetch_student_object:
            qq = form.cleaned_data['qq']
            mobile = form.cleaned_data['mobile']
            emergency_contract = form.cleaned_data['emergency_contract']
            student_object = models.Student.objects.create(customer_id=customer_id, qq=qq, mobile=mobile,
                                                           emergency_contract=emergency_contract)
            student_object.class_list.add(class_list.id)
        else:
            fetch_student_object.class_list.add(class_list.id)