3 CRM 销售与客户 我的客户，公共客户池
1、销售与客户的表结构
1、公共客户与我的客户
---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
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（抢单）
crontab：
2018-5-15 12:00 龙泰 男 三江 2018-5-15 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 2018-5-19 3天未跟进
key: CustomerDistrbute为什么创建 ，为什么不能直接用Customer
2、思考
因为：销售可以查看，自己的客户是否已过期，是否正在跟进，月底可以算业绩！
不能说没谈成，就没有业绩！！
我的客户与公共用户不能冲突！
我的客户要一直存在，月末要进行绩效统计，他的状态可以是，正在跟进，3天未跟进
一过期，就改了。linux定时脚本来完成！！
linux 固定时间，执行脚本 os 去做，
每天00：00去监测！
隔半天或隔一天，脚本每天凌晨监测一遍过期就放到公共客户。
刷新状态，或者把过期的用户移动到公共客户池子
可以通过，定时脚本，每天0:0进行
3、添加新的表
class CustomerDistrbute(models.Model): customer = models.ForeignKey("Customer", related_name="customers",on_delete=True) consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001},on_delete=True) 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
4、新的表结构
2、公共客户池
class CusotmerConfig(ModelStark): def public_customer(self,request): """公共客户""" # 未报名 且3天未跟进或者15天未成单 import datetime now =datetime.datetime.now() print(now) ''' datetime.datetime datetime.time datetime.date datetime.timedelta(days=7) ''' # 3天未跟进 now - last_consult_date > 3 ----> last_consult_date < now-3 # 15天未成单 now - recv_date > 3 ----> recv_date < now-15 delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) from django.db.models import Q # Customer.objects.filter(status=2,last_consult_date__lt=now-3) # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2) # 过滤掉 我的客户 user_id = 2 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.query) """ SELECT "crm_customer"."id", "crm_customer"."qq", "crm_customer"."name", "crm_customer"."gender", "crm_customer"."education", "crm_customer"."graduation_school", "crm_customer"."major", "crm_customer"."experience", "crm_customer"."work_status", "crm_customer"."company", "crm_customer"."salary", "crm_customer"."source", "crm_customer"."referral_from_id", "crm_customer"."status", "crm_customer"."consultant_id", "crm_customer"."date", "crm_customer"."recv_date", "crm_customer"."last_consult_date" FROM "crm_customer" WHERE (("crm_customer"."last_consult_date" < 2018-06-24 OR "crm_customer"."recv_date" < 2018-06-12) AND "crm_customer"."status" = 2) """ print('public_customer_list',customer_list) return render(request,'public.html',locals()) def extra_url(self): temp = [] temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course)) temp.append(url(r"public/", self.public_customer)) return temp site.register(Customer, CusotmerConfig)
1、添加public的url
def extra_url(self): temp = [] temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course)) temp.append(url(r"public/", self.public_customer)) return temp
2、 datetime.timedelta ( 时间 + - )
import datetime now =datetime.datetime.now() print(now) ''' datetime.datetime datetime.time datetime.date datetime.timedelta(days=7) ''' # 3天未跟进 now - last_consult_date > 3 ----> last_consult_date < now-3 # 15天未成单 now - recv_date > 3 ----> recv_date < now-15 delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15)
3、未报名 且3天未跟进或者15天未成单
Q查询 last_consult_date__lt recv_date__lt
from django.db.models import Q
# Customer.objects.filter(status=2,last_consult_date__lt=now-3) customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)
4. exclude（排除）
# 不应该让之前的课程顾问 再看到这个已经放到公共名单的人了
# 过滤掉 我的客户 user_id = 2 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)
5. customer_list.query（ sql 语句 ）
# print(customer_list.query) """ SELECT "crm_customer"."id", "crm_customer"."qq", "crm_customer"."name", "crm_customer"."gender", "crm_customer"."education", "crm_customer"."graduation_school", "crm_customer"."major", "crm_customer"."experience", "crm_customer"."work_status", "crm_customer"."company", "crm_customer"."salary", "crm_customer"."source", "crm_customer"."referral_from_id", "crm_customer"."status", "crm_customer"."consultant_id", "crm_customer"."date", "crm_customer"."recv_date", "crm_customer"."last_consult_date" FROM "crm_customer" WHERE (("crm_customer"."last_consult_date" < 2018-06-24 OR "crm_customer"."recv_date" < 2018-06-12) AND "crm_customer"."status" = 2) """
6、跳转标签
<td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td> <td><a href="/stark/crm/customer/further/{{ customer.pk }}">是</a></td>
7、public.html
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css"> <script src="/static/js/jquery-1.12.4.min.js"></script> </head> <body> <h3>公共客户</h3> <div class="container"> <div class="row"> <div class="col-md-9 col-md-offset-1"> <form action="" method="post"> {% csrf_token %} <table class="table table-bordered table-striped"> <thead> <tr> <th>ID</th> <th>姓名</th> <th>QQ</th> <th>跟进详情</th> <th>是否跟进</th> </tr> </thead> <tbody> {% for customer in customer_list %} <tr> <td>{{ forloop.counter }}</td> <td>{{ customer.name }}</td> <td>{{ customer.qq }}</td> <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td> <td><a href="/stark/crm/customer/further/{{ customer.pk }}">是</a></td> </tr> {% endfor %} </tbody> </table> </form> </div> </div> </div> </body> </html>
3、确认跟进
url层
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)) return temp
view层
def further(self,request,customer_id): user_id = 2 # request.session.get("user_id") import datetime now =datetime.datetime.now() delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) from django.db.models import Q # 更改客户的课程顾问，和相应的时间 # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now) 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') # 客户跟进表的数据 CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1) return HttpResponse('跟进成功')
1、新增url
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)) return temp
2、改客户的课程顾问，和相应的时间
未报名 且3天未跟进或者15天未成单
一定要先过滤；防止多个用户同时抢单，给了 最后一个抢单的人；先过滤之后再抢单，注意提示已经被跟进了。
# 更改客户的课程顾问，和相应的时间 # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now) 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') return HttpResponse('跟进成功')
3、客户跟进表的数据
为我的客户页面做准备
CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)
4、我的客户
1、新增url
temp.append(url(r"mycustomer/", self.mycustomer))
2. 客户分布表查询
不能再 Customer表查询，这里查到的只是正在跟踪的客户信息
但是，之前跟踪过的客户，状态也要显示
def mycustomer(self,request): user_id = 2 customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id) print('customer_distrbute_list',customer_distrbute_list) return render(request,'mycustomer.html',locals())
3、mycustomer.html
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css"> <script src="/static/js/jquery-1.12.4.min.js"></script> </head> <body> <h3>我的客户</h3> <div class="container"> <div class="row"> <div class="col-md-9 col-md-offset-1"> <form action="" method="post"> {% csrf_token %} <table class="table table-bordered table-striped"> <thead> <tr> <th>姓名</th> <th>跟进日期</th> <th>跟进详情</th> </tr> </thead> {% for customer_distrbute in customer_distrbute_list %} <tr> <td>{{ customer_distrbute.customer }}</td> <td>{{ customer_distrbute.date }}</td> <td>{{ customer_distrbute.get_status_display }}</td> </tr> {% endfor %} <tbody> </tbody> </table> </form> </div> </div> </div> </body> </html>
4、crontab定时脚本
5、code
crm/stark.py
# by luffycity.com from stark.service.stark import site, ModelStark from django.http import JsonResponse from .models import * from django.utils.safestring import mark_safe from django.conf.urls import url from django.shortcuts import HttpResponse, redirect, render 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): 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"] site.register(ClassList, ClassConfig) class CusotmerConfig(ModelStark): def display_gender(self, obj=None, header=False): if header: return "性别" return 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(): 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",'gender','course',"consultant",] list_display = ["name", display_gender, display_course, "consultant", ] 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()) def public_customer(self,request): """公共客户""" # 未报名 且3天未跟进或者15天未成单 import datetime now =datetime.datetime.now() print(now) ''' datetime.datetime datetime.time datetime.date datetime.timedelta(days=7) ''' # 3天未跟进 now - last_consult_date > 3 ----> last_consult_date < now-3 # 15天未成单 now - recv_date > 3 ----> recv_date < now-15 delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) from django.db.models import Q # Customer.objects.filter(status=2,last_consult_date__lt=now-3) # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2) # 过滤掉 我的客户 user_id = 2 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.query) print('public_customer_list',customer_list) return render(request,'public.html',locals()) def further(self,request,customer_id): user_id = 2 # request.session.get("user_id") import datetime now =datetime.datetime.now() delta_day3 = datetime.timedelta(days=3) delta_day15 = datetime.timedelta(days=15) from django.db.models import Q # 更改客户的课程顾问，和相应的时间 # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now) 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') # 客户跟进表的数据 CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1) return HttpResponse('跟进成功') def mycustomer(self,request): user_id = 2 customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id) print('customer_distrbute_list',customer_distrbute_list) return render(request,'mycustomer.html',locals()) 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 site.register(Customer, CusotmerConfig) site.register(Department) site.register(Course) class ConsultConfig(ModelStark): list_display = ['customer', 'consultant', 'date', 'note'] site.register(ConsultRecord, ConsultConfig) class CourseRecordConfig(ModelStark): def score(self, request, course_record_id): """录入成绩view""" study_record_list = StudyRecord.objects.filter(course_record=course_record_id) print(study_record_list) score_choices = StudyRecord.score_choices if request.method == "POST": print(request.POST) # <QueryDict: 'score_4': ['100'], 'homeword_note_4': ['33']}> data = {} # dic = {1:{'homework_note':'good','score':'90'},2:{'homework_note':'nonono','score':'80'},} for key, value in request.POST.items(): if key == "csrfmiddlewaretoken": continue field, pk = key.rsplit('_', 1) if pk in data: data[pk][field] = value else: data[pk] = {field: value} print('data', data) for pk, val in data.items(): StudyRecord.objects.filter(pk=pk).update(**val) ''' # 方式1 if field == 'score': StudyRecord.objects.filter(pk=pk).update(score=value) else: StudyRecord.objects.filter(pk=pk).update(homework_note=value.strip()) ''' return redirect(request.path) # 跳转到当前url return render(request, 'score.html', locals()) def extra_url(self): """录入成绩url""" temp = [] temp.append(url('record_score/(\d+)', self.score)) return temp def record_score(self, obj=None, header=False): """录入成绩a标签""" if header: return "录入成绩" return mark_safe("<a href='record_score/%s'>录入成绩</a>" % (obj.pk)) def record(self, obj=None, header=False): if header: return '学习记录' return mark_safe("<a href='/stark/crm/studyrecord/?course_record=%s'>记录</a>" % (obj.pk)) list_display = ['class_obj', 'day_num', 'teacher', record, record_score] def patch_studyrecord(self, request, queryset): print(queryset) # <QuerySet [<CourseRecord: python基础班(9期) day11>]> temp = [] for course_record in queryset: student_list = Student.objects.filter(class_list=course_record.class_obj.pk) for student in student_list: obj = StudyRecord(student=student, course_record=course_record) temp.append(obj) StudyRecord.objects.bulk_create(temp) # 批量生成数据 patch_studyrecord.short_description = '批量生成学习记录' actions = [patch_studyrecord, ] site.register(CourseRecord, CourseRecordConfig) class StudyRecordConfig(ModelStark): def display_record(self, obj=None, header=False): if header: return "记录" return obj.get_record_display() def display_score(self, obj=None, header=False): if header: return "成绩" return obj.get_score_display() list_display = ['student', 'course_record', display_record, display_score] def patch_late(self, request, queryset): queryset.update(record='late') patch_late.short_description = '迟到' actions = [patch_late] site.register(StudyRecord, StudyRecordConfig) class StudentConfig(ModelStark): def score_view(self, request, stu_id): """查看成绩 view""" if request.is_ajax(): cid = request.GET.get('cid') sid = request.GET.get('sid') print(cid,sid) study_record_list = StudyRecord.objects.filter(student=sid,course_record__class_obj=cid) print('study_record_list',study_record_list) # 方案1：构造数据 # [['day11', 85], ['day12', 90]] 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',data_list) #方案2：构造数据 dic = {day:[day11,day12],score:[85,90]} dic = {'day':[],'score':[]} for study_record in study_record_list: day_num = study_record.course_record.day_num dic['day'].append('day%s'%day_num) dic['score'].append(study_record.score) print(dic) print(dic['day']) print(dic['score']) return JsonResponse(dic,safe=False) else: student = Student.objects.filter(pk=stu_id).first() class_list = student.class_list.all() return render(request, 'score_view.html', locals()) def extra_url(self): """查看成绩url""" temp = [] temp.append(url(r"score_view/(\d+)", self.score_view)) return temp def score_show(self, obj=None, header=False): """查看成绩 a标签""" if header: return "查看成绩" return mark_safe('<a href="score_view/%s">查看成绩</a>' % (obj.pk)) list_display = ['customer', 'class_list', score_show] list_display_links = ['customer'] site.register(Student, StudentConfig)
stark/service/stark
# by luffycity.com from django.conf.urls import url from django.shortcuts import HttpResponse,render,redirect from django.urls import reverse from django.db.models import Q from django.utils.safestring import mark_safe from stark.utils.page import Pagination from django.db.models.fields.related import ManyToManyField,ForeignKey class ShowList(object): def __init__(self,config,data_list,request): self.config=config self.data_list=data_list self.request=request #分页 data_count=self.data_list.count() current_page=int(self.request.GET.get("page",1)) base_path=self.request.path self.pagination=Pagination(current_page,data_count,base_path,self.request.GET,per_page_num=10, pager_count=11, ) self.page_data=self.data_list[self.pagination.start:self.pagination.end] # actions self.actions=self.config.new_actions() # [patch_init,] def get_filter_linktags(self): print("list_filter:",self.config.list_filter) link_dic={} import copy for filter_field in self.config.list_filter: # ["title","publish","authors",] params = copy.deepcopy(self.request.GET) cid=self.request.GET.get(filter_field,0) print("filter_field",filter_field) # "publish" filter_field_obj=self.config.model._meta.get_field(filter_field) print("filter_field_obj",filter_field_obj) print(type(filter_field_obj)) from django.db.models.fields.related import ForeignKey from django.db.models.fields.related import ManyToManyField print("rel======...",filter_field_obj.rel) if isinstance(filter_field_obj,ForeignKey) or isinstance(filter_field_obj,ManyToManyField): data_list=filter_field_obj.rel.to.objects.all()# 【publish1,publish2...】 else: data_list=self.config.model.objects.all().values("pk",filter_field) print("data_list",data_list) temp=[] # 处理 全部标签 if params.get(filter_field): del params[filter_field] temp.append("<a href='?%s'>全部</a>"%params.urlencode()) else: temp.append("<a class='active' href='#'>全部</a>") # 处理 数据标签 for obj in data_list: if isinstance(filter_field_obj,ForeignKey) or isinstance(filter_field_obj,ManyToManyField): pk=obj.pk text=str(obj) params[filter_field] = pk else: # data_list= [{"pk":1,"title":"go"},....] print("========") pk=obj.get("pk") text=obj.get(filter_field) params[filter_field] =text _url=params.urlencode() if cid==str(pk) or cid==text: link_tag="<a class='active' href='?%s'>%s</a>"%(_url,text) else: link_tag = "<a href='?%s'>%s</a>" % (_url, text) temp.append(link_tag) link_dic[filter_field]=temp return link_dic def get_action_list(self): temp=[] for action in self.actions: temp.append({ "name":action.__name__, "desc":action.short_description }) # [{"name":""patch_init,"desc":"批量初始化"}] return temp def get_header(self): # 构建表头 header_list = [] print("header", self.config.new_list_play()) # [checkbox,"pk","name","age",edit ,deletes] 【checkbox ,"__str__", edit ,deletes】 for field in self.config.new_list_play(): if callable(field): # header_list.append(field.__name__) val = field(self.config, header=True) header_list.append(val) else: if field == "__str__": header_list.append(self.config.model._meta.model_name.upper()) else: # header_list.append(field) val = self.config.model._meta.get_field(field).verbose_name header_list.append(val) return header_list def get_body(self): # 构建表单数据 new_data_list = [] for obj in self.page_data: temp = [] for filed in self.config.new_list_play(): # ["__str__",] ["pk","name","age",edit] if callable(filed): print("obj-----:",obj) val = filed(self.config, obj) else: try: field_obj=self.config.model._meta.get_field(filed) if isinstance(field_obj,ManyToManyField): ret = getattr(obj,filed).all() t=[] for mobj in ret: t.append(str(mobj)) val=",".join(t) else: print("+++++>>",field_obj.choices) if field_obj.choices: val = getattr(obj,'get_'+filed+'_display') else: val = getattr(obj, filed) if filed in self.config.list_display_links: # "app01/userinfo/(\d+)/change" _url = self.config.get_change_url(obj) val = mark_safe("<a href='%s'>%s</a>" % (_url, val)) except Exception as e: val = getattr(obj, filed) temp.append(val) new_data_list.append(temp) return new_data_list ''' [ [1,"alex",12], [1,"alex",12], [1,"alex",12], [1,"alex",12], ] ''' class ModelStark(object): list_display=["__str__",] list_display_links=[] modelform_class=None search_fields=[] actions = [] list_filter=[] def patch_delete(self, request, queryset): queryset.delete() patch_delete.short_description = "批量删除" def __init__(self,model,site): self.model=model self.site=site # 删除 编辑，复选框 def edit(self,obj=None,header=False): if header: return "操作" #return mark_safe("<a href='%s/change'>编辑</a>"%obj.pk) _url=self.get_change_url(obj) return mark_safe("<a href='%s'>编辑</a>"%_url) def deletes(self,obj=None,header=False): if header: return "操作" # return mark_safe("<a href='%s/change'>编辑</a>"%obj.pk) _url=self.get_delete_url(obj) return mark_safe("<a href='%s'>删除</a>" % _url) def checkbox(self,obj=None,header=False): if header: return mark_safe('<input id="choice" type="checkbox">') return mark_safe('<input class="choice_item" type="checkbox" name="selected_pk" value="%s">'%obj.pk) def get_modelform_class(self): if not self.modelform_class: from django.forms import ModelForm from django.forms import widgets as wid class ModelFormDemo(ModelForm): class Meta: model = self.model fields = "__all__" labels={ "" } return ModelFormDemo else: return self.modelform_class def get_new_form(self,form): for bfield in form: from django.forms.boundfield import BoundField print(bfield.field) # 字段对象 print("name",bfield.name) # 字段名（字符串） print(type(bfield.field)) # 字段类型 from django.forms.models import ModelChoiceField if isinstance(bfield.field,ModelChoiceField): bfield.is_pop=True print("=======>",bfield.field.queryset.model) # 一对多或者多对多字段的关联模型表 related_model_name=bfield.field.queryset.model._meta.model_name related_app_label=bfield.field.queryset.model._meta.app_label _url=reverse("%s_%s_add"%(related_app_label,related_model_name)) bfield.url=_url+"?pop_res_id=id_%s"%bfield.name return form def add_view(self, request): ModelFormDemo = self.get_modelform_class() form = ModelFormDemo() form=self.get_new_form(form) if request.method=="POST": form = ModelFormDemo(request.POST) if form.is_valid(): obj=form.save() pop_res_id=request.GET.get("pop_res_id") if pop_res_id: res ={"pk":obj.pk,"text":str(obj),"pop_res_id":pop_res_id} import json return render(request, "pop.html", {"res":res}) else: return redirect(self.get_list_url()) 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) return render(request, "delete_view.html", locals()) def change_view(self, request, id): ModelFormDemo = self.get_modelform_class() print("=====id",id) edit_obj = self.model.objects.filter(pk=id).first() if request.method=="POST": form = ModelFormDemo(request.POST,instance=edit_obj) if form.is_valid(): form.save() return redirect(self.get_list_url()) return render(request, "add_view.html", locals()) print("***********",edit_obj) form = ModelFormDemo(instance=edit_obj) form = self.get_new_form(form) return render(request, "change_view.html", locals()) def new_list_play(self): temp=[] temp.append(ModelStark.checkbox) temp.extend(self.list_display) if not self.list_display_links: temp.append(ModelStark.edit) temp.append(ModelStark.deletes) return temp def new_actions(self): temp=[] temp.append(ModelStark.patch_delete) temp.extend(self.actions) return temp def get_change_url(self,obj): model_name = self.model._meta.model_name app_label = self.model._meta.app_label print("obj===========",obj) _url = reverse("%s_%s_change" % (app_label, model_name), args=(obj.pk,)) return _url def get_delete_url(self, obj): model_name = self.model._meta.model_name app_label = self.model._meta.app_label _url = reverse("%s_%s_delete" % (app_label, model_name), args=(obj.pk,)) return _url def get_add_url(self): model_name = self.model._meta.model_name app_label = self.model._meta.app_label _url = reverse("%s_%s_add" % (app_label, model_name)) return _url def get_list_url(self): model_name = self.model._meta.model_name app_label = self.model._meta.app_label _url = reverse("%s_%s_list" % (app_label, model_name)) return _url def get_serach_conditon(self,request): key_word = request.GET.get("q","") self.key_word=key_word search_connection = Q() if key_word: # self.search_fields # ["title","price"] search_connection.connector = "or" for search_field in self.search_fields: search_connection.children.append((search_field + "__contains", key_word)) return search_connection def get_filter_condition(self,request): filter_condition=Q() for filter_field,val in request.GET.items(): # courserecord=2 # if filter_field in self.list_filter: if filter_field != 'page': filter_condition.children.append((filter_field,val)) return filter_condition def list_view(self, request): if request.method=="POST": # action print("POST:",request.POST) action=request.POST.get("action") # patch_init selected_pk=request.POST.getlist("selected_pk") action_func=getattr(self,action) queryset=self.model.objects.filter(pk__in=selected_pk) ret=action_func(request,queryset) #return ret # 获取serach的Q对象 search_connection=self.get_serach_conditon(request) # 获取filter构建Q对象 filter_condition=self.get_filter_condition(request) # 筛选获取当前表所有数据 data_list=self.model.objects.all().filter(search_connection).filter(filter_condition) # 【obj1,obj2,....】 # 按这ShowList展示页面 showlist=ShowList(self,data_list,request) # 构建一个查看URL add_url=self.get_add_url() return render(request, "list_view.html", locals()) def extra_url(self): return [] def get_urls_2(self): temp = [] 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))) temp.extend(self.extra_url()) return temp @property def urls_2(self): print(self.model) return self.get_urls_2(), None, None class StarkSite(object): def __init__(self): self._registry={} def register(self,model,stark_class=None): if not stark_class: stark_class=ModelStark self._registry[model] = stark_class(model, self) def get_urls(self): temp=[] for model,stark_class_obj in self._registry.items(): model_name=model._meta.model_name app_label=model._meta.app_label # 分发增删改查 temp.append(url(r"^%s/%s/"%(app_label,model_name),stark_class_obj.urls_2)) ''' url(r"^app01/userinfo/",UserConfig(Userinfo).urls_2), url(r"^app01/book/",ModelStark(Book).urls_2), ''' return temp @property def urls(self): return self.get_urls(),None,None site=StarkSite()
models.py
from django.db import models # Create your models here. class Department(models.Model): """ 部门表 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", on_delete=True) 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', on_delete=True) course = models.ForeignKey(verbose_name='课程名称', to='Course', on_delete=True) 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',limit_choices_to={'depart_id__in':[1003,1004],}) 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}, on_delete=True) 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", on_delete=True ) 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}, on_delete=True) 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', on_delete=True) consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo', on_delete=True) 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', on_delete=True) 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 """ class_obj = models.ForeignKey(verbose_name="班级", to="ClassList", on_delete=True) 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]}, on_delete=True) 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): course_record = models.ForeignKey(verbose_name="第几天课程", to="CourseRecord", on_delete=True) student = models.ForeignKey(verbose_name="学员", to='Student', on_delete=True) 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) class CustomerDistrbute(models.Model): customer = models.ForeignKey("Customer", related_name="customers",on_delete=True) consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001},on_delete=True) 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
public.html
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css"> <script src="/static/js/jquery-1.12.4.min.js"></script> </head> <body> <h3>公共客户</h3> <div class="container"> <div class="row"> <div class="col-md-9 col-md-offset-1"> <form action="" method="post"> {% csrf_token %} <table class="table table-bordered table-striped"> <thead> <tr> <th>ID</th> <th>姓名</th> <th>QQ</th> <th>跟进详情</th> <th>是否跟进</th> </tr> </thead> <tbody> {% for customer in customer_list %} <tr> <td>{{ forloop.counter }}</td> <td>{{ customer.name }}</td> <td>{{ customer.qq }}</td> <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td> <td><a href="/stark/crm/customer/further/{{ customer.pk }}">是</a></td> </tr> {% endfor %} </tbody> </table> </form> </div> </div> </div> </body> </html>
mycustomer.html
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css"> <script src="/static/js/jquery-1.12.4.min.js"></script> </head> <body> <h3>我的客户</h3> <div class="container"> <div class="row"> <div class="col-md-9 col-md-offset-1"> <form action="" method="post"> {% csrf_token %} <table class="table table-bordered table-striped"> <thead> <tr> <th>姓名</th> <th>跟进日期</th> <th>跟进详情</th> </tr> </thead> {% for customer_distrbute in customer_distrbute_list %} <tr> <td>{{ customer_distrbute.customer }}</td> <td>{{ customer_distrbute.date }}</td> <td>{{ customer_distrbute.get_status_display }}</td> </tr> {% endfor %} <tbody> </tbody> </table> </form> </div> </div> </div> </body> </html>
