crm 添加用户 编辑用户 公户和私户的展示,公户和私户的转化

1.添加用户 和编辑可以写在一起

urls.py

    url(r'^customer_add/', customer.customer_change, name='customer_add'),
    url(r'^customer_edit/(\d+)/', customer.customer_change, name='customer_edit'),

form.py

class BSForm(forms.ModelForm):
    def __init__(self, *args, **kwargs):
        super().__init__(*args, **kwargs)# 这2句相当于执行了父类的init方法
        # 自定义操作
        for fied in self.fields.values():
            fied.widget.attrs.update({'class': 'form-control'})
# 客户的form
class CustomerForm(BSForm):
    class Meta:
        model = models.Customer#找到这个表
        fields = '__all__'## 所有字段

    def __init__(self, *args, **kwargs):
        super().__init__(*args, **kwargs)#去掉course的form-control样式
        self.fields['course'].widget.attrs.pop('class')

views目录下  函数添加

def customer_change(request, edit_id=None):
    obj = models.Customer.objects.filter(pk=edit_id).first()
    # 处理POST
    if request.method == 'POST':
        # 包含提交的数据 原始数据
        form_obj = CustomerForm(request.POST, instance=obj)
        if form_obj.is_valid():#文件校验
            form_obj.save()
            # 跳转到展示页面
            return redirect(reverse('customer_list'))
    else:
        form_obj = CustomerForm(instance=obj)#也就是空的值

    title = '编辑客户' if edit_id else '添加客户'

    return render(request, 'customer_change.html', {'title': title, 'form_obj': form_obj})

customer_change.html

{% extends 'layout.html' %}
{% block content %}
    <div class="panel panel-default">
        <div class="panel-heading">
            <h4 class="panel-title">添加客户</h4>
        </div>
        <div class="panel-body">
            <div class="col-lg-8 col-lg-offset-2 " style="margin-top: 10px">
                <form class="form-horizontal" novalidate method="post">
                    {% csrf_token %}

                    {% for field in form_obj %}
                        <div class="form-group {% if field.errors %}has-error{% endif %}">
　　　　　　　　　　　　　　　　　　//选中报红的样式

                            <label for="{{ field.id_for_label }}"//字段名字
                                   class="col-sm-2 control-label">{{ field.label }}</label>
                            <div class="col-sm-10">
                                {{ field }}

                                <span class="help-block"> {{ field.errors.0 }}</span>
                            </div>
                        </div>
                    {% endfor %}
                    <div class="form-group">
                        <div class="col-sm-offset-2 col-sm-10">
                            <button type="submit" class="btn btn-default">保存</button>
                        </div>
                    </div>
                </form>
            </div>
        </div>
    </div>
{% endblock %}

2. 公户和私户的展示

    # 展示公户
    # url(r'^customer_list/',customer.customer_list,name='customer_list'),
    url(r'^customer_list/',customer.CustomerList.as_view(),name='customer_list'),

    # 展示私户
    # url(r'^my_customer/',customer.customer_list,name='my_customer'),
    url(r'^my_customer/',customer.CustomerList.as_view(),name='my_customer'),

之前的函数

def customer_list(request):#公户私户显示
    if request.path_info == reverse('customer_list'):
        all_customer = models.Customer.objects.filter(consultant__isnull=True)
    else:
        all_customer = models.Customer.objects.filter(consultant=request.user_obj)
    return render(request, 'customer_list.html', {'all_customer': all_customer})

views/customer.py

# 展示客户列表 CBV
from django.views import View
class CustomerList(View):
    def get(self, request, *args, **kwargs):
        if request.path_info == reverse('customer_list'):

            all_customer = models.Customer.objects.filter(consultant__isnull=True)
        else:
            all_customer = models.Customer.objects.filter(consultant=request.user_obj)

        page = Pagination(request.GET.get('page', 1), all_customer.count(), )

        return render(request, 'customer_list.html', {
            'all_customer': all_customer[page.start:page.end],
            'page_html': page.page_html
        })

    def post(self, request, *args, **kwargs):
        action = request.POST.get('action')  # multi_apply  multi_pub
        # 判断是否有相应的操作 反射
        if hasattr(self, action):
            # 有 获取并且执行
            func = getattr(self, action)
            print(func)
            func()
        else:
            return HttpResponse('非法操作')
        return self.get(request, *args, **kwargs)

    def multi_apply(self, ):
        ids = self.request.POST.getlist('ids')
        # 把提交的客户的ID 都变成当前用户的私户
        # 方式一  查询的客户
        # models.Customer.objects.filter(pk__in=ids).update(consultant=self.request.user_obj)
        # models.Customer.objects.filter(pk__in=ids).update(consultant_id=self.request.session.get('pk'))
        # 方式二 查用户
        self.request.user_obj.customers.add(*models.Customer.objects.filter(pk__in=ids))
    def multi_pub(self):
        ids = self.request.POST.getlist('ids')
        # 把提交的客户的ID
        # 方式一  查询的客户
        models.Customer.objects.filter(pk__in=ids).update(consultant=None)
        # 方式二 查用户
        # self.request.user_obj.customers.remove(*models.Customer.objects.filter(pk__in=ids))

customer_list.html

{% extends 'layout.html' %}


{% block content %}

    <a class="btn btn-success btn-sm" style="margin: 3px" href="{% url 'customer_add' %}"> <i
            class="fa fa-plus-square"></i> 添加 </a>

    <form action="" method="post" class="form-inline">
        {% csrf_token %}
        <select name="action" id="" class="form-control">

            {% if request.path_info == '/crm/my_customer/' %}
                <option value="multi_pub"> 私户变公户</option>
            {% else %}
                <option value="multi_apply"> 公户变私户</option>
            {% endif %}

            <option value="multi_del"> 批量删除</option>


        </select>
        <button class="btn btn-sm btn-primary">提交</button>
        <table class="table table-bordered table-hover">


            <thead>
            <tr>
                <th>选择</th>
                <th>序号</th>
                <th>QQ</th>
                <th>姓名</th>
                <th>性别</th>
                {#        <th>出生日期</th>#}
                {#        <th>电话</th>#}
                <th>客户来源</th>
                <th>咨询课程</th>
                <th>状态</th>
                <th>最后跟进</th>
                <th>销售</th>
                <th>已报班级</th>
                <th>操作</th>
            </tr>
            </thead>
            <tbody>

            {% for customer in all_customer %}

                <tr>
                    <td>
                        <input type="checkbox" name="ids" value="{{ customer.pk }}">
                    </td>
                    <td>{{ forloop.counter }}</td>
                    <td>{{ customer.qq }}</td>
                    <td>{{ customer.name|default:'未填写' }}</td>
                    <td>{{ customer.get_sex_display }}</td>
                    {#            <td>{{ customer.birthday|default:'未填写' }}</td>#}
                    {#            <td>{{ customer.phone }}</td>#}
                    <td>{{ customer.get_source_display }}</td>
                    <td>{{ customer.course }}</td>
                    <td>
                        {{ customer.show_status }}
                    </td>
                    <td>{{ customer.last_consult_date }}</td>
                    <td>{{ customer.consultant }}</td>
                    {#            <td>{{ customer.class_list.all }}</td>#}
                    <td>{{ customer.show_class }}</td>
                    <td>

                        <a href="{% url 'customer_edit' customer.pk %}"> <i class="fa fa-pencil-square-o"></i> </a>
                    </td>
                </tr>

            {% endfor %}


            </tbody>
        </table>
    </form>

{% endblock %}

3. 模糊查询 分页保留原搜索条件 

    1. 模糊查询
        q = Q()
        q.connector = 'OR'
        q.children.append(Q(qq__contains=query))
        q.children.append(Q(name__contains=query))

        Q(qq__contains=query)    Q(('qq__contains',query))
    
    2. 分页保留原搜索条件
        from django.http.request import QueryDict
    
        dic = request.GET   # 不可编辑
        dic._mutable = True
        
        dic['page'] = 1
        
        dic.urlencode()   # query=12&page=1
        
        request.GET.copy()  # 深拷贝  可编辑
        
        QueryDict(mutable=True)  # 可编辑

views/customer.py

class CustomerList(View):
    def get(self, request, *args, **kwargs):
        # dic = request.GET
        # dic._mutable = True
        # print(dic)
        # dic['page'] = 1
        # print(dic.urlencode())
        q = self.search(['qq', 'name', ])
        if request.path_info == reverse('customer_list'):

            all_customer = models.Customer.objects.filter(q, consultant__isnull=True)
        else:
            all_customer = models.Customer.objects.filter(q, consultant=request.user_obj)
        page = Pagination(request.GET.get('page', 1), all_customer.count(), request.GET.copy(), 2)
        return render(request, 'customer_list.html', {
            'all_customer': all_customer[page.start:page.end],
            'page_html': page.page_html
        })

    def search(self, field_list):
        query = self.request.GET.get('query', '')

        # Q(Q(qq__contains=query) | Q(name__contains=query)),
        q = Q()
        q.connector = 'OR'
        # q.children.append(Q(qq__contains=query))
        # q.children.append(Q(name__contains=query))

        for field in field_list:
            # q.children.append(Q(qq__contains=query))
            q.children.append(Q(('{}__contains'.format(field), query)))

        return q

utils/pagination.py

class Pagination:
                      #当前页面数  总页码数                                显示页面数   几个页码
    def __init__(self, page_num, all_count,params=QueryDict(mutable=True), per_num=10, max_show=11):
        # 获取页码
        try:
            self.page_num = int(page_num)
            if self.page_num <= 0:
                self.page_num = 1
        except Exception as e:
            self.page_num = 1

        # 参数
        self.params = params
        # 每页显示的数据量
        self.per_num = per_num

        # 总数据量
        all_count = all_count

        # 总页码数
        self.page_count, more = divmod(all_count, per_num)
        if more:
            self.page_count += 1

        # 最大显示页码数
        self.max_show = max_show
        self.half_show = max_show // 2

page_list = []
if self.page_num == 1:
    page_list.append('<li class="disabled"><a>上一页</a></li>')
else:
    self.params['page']= self.page_num - 1   # {'query':'alex'}  ——》    {'query':'alex','page':1}
    page_list.append('<li><a href="?{}">上一页</a></li>'.format(self.params.urlencode()))  # query=alex&page=1

在第二页  会保留 收缩条件

4. 新增和编辑后跳转到源页面

http://127.0.0.1:8000/crm/customer_edit/4/?next=/crm/customer_list/?query=123&page=2

next = /crm/customer_list/?query=123&page=2
next = /crm/customer_list/?query=123 page=2

点击  新增或编辑 之后 会有跳转到 原来的展示页面   怎么让他 变成 原来url

创建 自定义标签 templatetags   my_tags.py

QueryDict解释 https://www.cnblogs.com/scolia/p/5634591.html

from django import template
from django.urls import reverse
from django.http.request import QueryDict
register = template.Library()

@register.simple_tag
def reverse_url(request, name, *args, **kwargs):
    # 获取当前地址  下次操作完成后跳转回来
    next = request.get_full_path()
    qd = QueryDict(mutable=True)
    qd['next'] = next
    # URL反向解析
    base_url = reverse(name, args=args, kwargs=kwargs)
    return '{}?{}'.format(base_url, qd.urlencode())

customer_list.html

    {% load my_tags %}
    <div>
    <a class="btn btn-success btn-sm" style="margin: 3px" href="{% reverse_url request 'customer_add' %}"> <i
            class="fa fa-plus-square"></i> 添加 </a>

    </div>

            <a href="{% url 'customer_edit' customer.pk %}"> <i class="fa fa-pencil-square-o"></i> </a>
                        <a href="{% reverse_url request 'customer_edit' customer.pk %}"> <i class="fa fa-pencil-square-o"></i> </a>
                    </td>

5. 跟进记录管理

- 展示当前销售所有客户的跟进
- 展示摸个客户的所有的跟进

- 新增和编辑
- 限制客户为当前销售的客户 修改choices
- 限制可销售为 当前销售

urls.py

    # 展示跟进
    url(r'^consult_list/$', consult.ConsultList.as_view(), name='consult_list'),
    # 展示某个客户的跟进
    url(r'^consult_list/(?P<customer_id>\d+)/$', consult.ConsultList.as_view(), name='one_consult_list'),
    url(r'^consult_add/', consult.consult_add, name='consult_add'),
    url(r'^consult_edit/(\d+)/', consult.consult_edit, name='consult_edit'),

consult.py

class ConsultList(View):
    def get(self, request, *args, **kwargs):
        q = self.search(['consultant__name', ])
        customer_id=kwargs.get('customer_id') #打印某个用户传参if customer_id:
            # 某个客户的所有跟进 gep方式
            all_consult = models.ConsultRecord.objects.filter(q,customer_id=customer_id,consultant=request.user_obj, delete_status=False).order_by('-date')
        else:
            # 当前销售的所有客户的跟进
            all_consult = models.ConsultRecord.objects.filter(q, consultant=request.user_obj, delete_status=False).order_by('-date')
        page = Pagination(request.GET.get('page', 1), all_consult.count(), request.GET.copy(), 2)
        return render(request, 'consult_list.html', {
            'all_consult': all_consult[page.start:page.end],
            'page_html': page.page_html
        })
    def search(self, field_list):
        query = self.request.GET.get('query', '')
        q = Q()
        q.connector = 'OR'
        for field in field_list:
            q.children.append(Q(('{}__contains'.format(field), query)))
        return q

# 添加跟进
def consult_add(request):
    # form_obj=ConsultForm()#自己实例化对象类似models传对象
    obj = models.ConsultRecord(consultant=request.user_obj)
    form_obj = ConsultForm(instance=obj)  # 交到form里面
    if request.method == 'POST':
        form_obj = ConsultForm(request.POST, instance=obj)
        if form_obj.is_valid():
            form_obj.save()
            next = request.GET.get('next')
            return redirect(next)
            # return redirect(reverse('consult_list'))
    return render(request, 'consult_add.html', {'form_obj': form_obj})


# 编辑跟进
def consult_edit(request, edit_id):
    obj = models.ConsultRecord.objects.filter(pk=edit_id).first()
    form_obj = ConsultForm(instance=obj)
    if request.method == 'POST':
        form_obj = ConsultForm(request.POST, instance=obj)
        if form_obj.is_valid():
            form_obj.save()
            return redirect(reverse('consult_list'))
    return render(request, 'consult_edit.html', {'form_obj': form_obj})

consult_add.html

{% extends 'layout.html' %}
{% block content %}
    <div class="panel panel-default">
        <div class="panel-heading">
            <h4 class="panel-title">添加跟进</h4>
        </div>
        <div class="panel-body">
            <div class="col-lg-8 col-lg-offset-2 " style="margin-top: 10px">
                <form class="form-horizontal" novalidate method="post">
                    {% csrf_token %}

                    {% for field in form_obj %}
                        <div class="form-group {% if field.errors %}has-error{% endif %}">
                            <label for="{{ field.id_for_label }}"
                                   class="col-sm-2 control-label">{{ field.label }}</label>
                            <div class="col-sm-10">
                                {{ field }}

                                <span class="help-block"> {{ field.errors.0 }}</span>
                            </div>
                        </div>
                    {% endfor %}

                    <div class="form-group">
                        <div class="col-sm-offset-2 col-sm-10">
                            <button type="submit" class="btn btn-default">保存</button>
                        </div>
                    </div>
                </form>
            </div>
        </div>
    </div>

{% endblock %}

consult_edit.html

{% extends 'layout.html' %}
{% block content %}
    <div class="panel panel-default">
        <div class="panel-heading">
            <h4 class="panel-title">编辑跟进</h4>
        </div>
        <div class="panel-body">
            <div class="col-lg-8 col-lg-offset-2 " style="margin-top: 10px">
                <form class="form-horizontal" novalidate method="post">
                    {% csrf_token %}

                    {% for field in form_obj %}
                        <div class="form-group {% if field.errors %}has-error{% endif %}">
                            <label for="{{ field.id_for_label }}"
                                   class="col-sm-2 control-label">{{ field.label }}</label>
                            <div class="col-sm-10">
                                {{ field }}

                                <span class="help-block"> {{ field.errors.0 }}</span>
                            </div>
                        </div>
                    {% endfor %}

                    <div class="form-group">
                        <div class="col-sm-offset-2 col-sm-10">
                            <button type="submit" class="btn btn-default">保存</button>
                        </div>
                    </div>
                </form>
            </div>
        </div>
    </div>

{% endblock %}

customer_list.html  显示 a标签

{% extends 'layout.html' %}


{% block content %}
    {% load my_tags %}
    <div>
    <a class="btn btn-success btn-sm" style="margin: 3px" href="{% reverse_url request 'customer_add' %}"> <i
            class="fa fa-plus-square"></i> 添加 </a>

    </div>

    <form action="" method="get" class="form-inline pull-right">

        <input type="text" name="query" class="form-control">
        <button class="btn btn-sm btn-primary">搜索</button>

    </form>
    <form action="" method="post" class="form-inline">
        {% csrf_token %}
        <select name="action" id="" class="form-control">

            {% if request.path_info == '/crm/my_customer/' %}
                <option value="multi_pub"> 私户变公户</option>
            {% else %}
                <option value="multi_apply"> 公户变私户</option>
            {% endif %}

            <option value="multi_del"> 批量删除</option>


        </select>
        <button class="btn btn-sm btn-primary">提交</button>
        <table class="table table-bordered table-hover">


            <thead>
            <tr>
                <th>选择</th>
                <th>序号</th>
                <th>QQ</th>
                <th>姓名</th>
                <th>性别</th>
                {#        <th>出生日期</th>#}
                {#        <th>电话</th>#}
                <th>客户来源</th>
                <th>咨询课程</th>
                <th>状态</th>
                <th>展示跟进</th>
                <th>最后跟进</th>
                <th>销售</th>
                <th>已报班级</th>
                <th>操作</th>
            </tr>
            </thead>
            <tbody>

            {% for customer in all_customer %}

                <tr>
                    <td>
                        <input type="checkbox" name="ids" value="{{ customer.pk }}">
                    </td>
                    <td>{{ forloop.counter }}</td>
                    <td>{{ customer.qq }}</td>
                    <td>{{ customer.name|default:'未填写' }}</td>
                    <td>{{ customer.get_sex_display }}</td>
                    <td>{{ customer.get_source_display }}</td>
                    <td>{{ customer.course }}</td>
                    <td>
                        {{ customer.show_status }}
                    </td>
                    <td><a href="{% url 'one_consult_list' customer.pk %}">查看</a></td>
                    <td>{{ customer.last_consult_date }}</td>
                    <td>{{ customer.consultant }}</td>
                    {#            <td>{{ customer.class_list.all }}</td>#}
                    <td>{{ customer.show_class }}</td>
                    <td>

                        <a href="{% url 'customer_edit' customer.pk %}"> <i class="fa fa-pencil-square-o"></i> </a>
                        <a href="{% reverse_url request 'customer_edit' customer.pk %}"> <i class="fa fa-pencil-square-o"></i> </a>
                    </td>
                </tr>

            {% endfor %}


            </tbody>
        </table>
    </form>

{% endblock %}

 6. 报名记录管理

urls.py

 # 展示报名表  Enrollment
    url(r'^enrollment_list/$', enrollment.EnrollmentList.as_view(), name='enrollment_list'),
    # 添加报名表
    url(r'^enrollment_add/(?P<customer_id>\d+)/$', enrollment.enrollment_change, name='enrollment_add'),
    # 编辑报名表
    url(r'^enrollment_edit/(?P<enrollment_id>\d+)/$', enrollment.enrollment_change, name='enrollment_edit'),

form.py

# 报名记录的form
class EnrollmentForm(BSForm):
    class Meta:
        model = models.Enrollment
        fields = "__all__"

    def __init__(self, *args, **kwargs):
        super().__init__(*args, **kwargs)

        # 限制客户为 customer_id 的客户
        self.fields['customer'].choices = [(self.instance.customer_id, self.instance.customer)]
        # 客户
        print(self.instance.customer.class_list.all())
        # 限制报名班级为已报名的班级
        self.fields['enrolment_class'].choices = [(i.pk, str(i)) for i in self.instance.customer.class_list.all()]

enrollment.py

from django.shortcuts import render, redirect, reverse, HttpResponse
from crm import models
from crm.form import EnrollmentForm
from utils.pagination import Pagination
from django.db.models import Q
# 展示客户列表 CBV
from django.views import View


class EnrollmentList(View):
    def get(self, request, *args, **kwargs):
        q = self.search([])
        # 当前这个销售 所有的客户
        all_enrollment = models.Enrollment.objects.filter(q, customer__in=request.user_obj.customers.all())
        page = Pagination(request.GET.get('page', 1), all_enrollment.count(), request.GET.copy(), 2)
        return render(request, 'enrollment_list.html', {
            'all_enrollment': all_enrollment[page.start:page.end],
            'page_html': page.page_html
        })
    def search(self, field_list):
        query = self.request.GET.get('query', '')
        q = Q()
        q.connector = 'OR'
        for field in field_list:
            q.children.append(Q(('{}__contains'.format(field), query)))
        return q


def enrollment_change(request, customer_id=None, enrollment_id=None):
#有customer_id 报名 没有编辑
    obj = models.Enrollment(customer_id=customer_id) if customer_id else models.Enrollment.objects.filter(
        pk=enrollment_id).first()
    title = '新增报名' if customer_id else '编辑报名'
    form_obj = EnrollmentForm(instance=obj)
    if request.method == 'POST':

        form_obj = EnrollmentForm(request.POST, instance=obj)
        if form_obj.is_valid():
            form_obj.save()
            next = request.GET.get('next')
            return redirect(next)
    return render(request, 'form.html', {'form_obj': form_obj, "title": title})

enrollment_list.html 显示

{% extends 'layout.html' %}


{% block content %}
    {% load my_tags %}
    <div>
        <a class="btn btn-success btn-sm" style="margin: 3px" href=""> <i
                class="fa fa-plus-square"></i> 添加 </a>
    </div>

    <form action="" method="get" class="form-inline pull-right">
        <input type="text" name="query" class="form-control">
        <button class="btn btn-sm btn-primary">搜索</button>
    </form>
    <form action="" method="post" class="form-inline">
        {% csrf_token %}
        <select name="action" id="" class="form-control">
            <option value="multi_del"> 批量删除</option>
        </select>
        <button class="btn btn-sm btn-primary">提交</button>
        <table class="table table-bordered table-hover">
            <thead>
            <tr>
                <th>选择</th>
                <th>序号</th>
                <th>报名原因</th>
                <th>是否同意协议</th>
                <th>审核状态</th>
                <th>报名日期</th>
                <th>客户</th>
                <th>校区</th>
                <th>所报班级</th>
                <th>操作</th>
            </tr>
            </thead>
            <tbody>

            {% for enrollment in all_enrollment %}
                <tr>
                    <td>
                        <input type="checkbox" name="ids" value="{{ customer.pk }}">
                    </td>
                    <td>{{ forloop.counter }}</td>
                    <td>{{ enrollment.why_us }}</td>
                    <td>{{ enrollment.contract_agreed}}</td>
                    <td>{{ enrollment.contract_approved }}</td>
                    <td>{{ enrollment.enrolled_date }}</td>
                    <td>{{ enrollment.customer }}</td>
                    <td>{{ enrollment.school }}</td>
                    <td>{{ enrollment.enrolment_class }}</td>
                    <td>
                      <a href="{% reverse_url request 'enrollment_edit' enrollment.pk %}"> <i
                                class="fa fa-pencil-square-o"></i> </a>
                    </td>
                </tr>
            {% endfor %}


            </tbody>
        </table>
    </form>

{% endblock %}

form.html显示

{% extends 'layout.html' %}

{% block content %}
    <div class="panel panel-default">
        <div class="panel-heading">
            <h4 class="panel-title">{{ title }}</h4>
        </div>
        <div class="panel-body">
            <div class="col-lg-8 col-lg-offset-2 " style="margin-top: 10px">
                <form class="form-horizontal" novalidate method="post">
                    {% csrf_token %}

                    {% for field in form_obj %}
                        <div class="form-group {% if field.errors %}has-error{% endif %}">
                            <label for="{{ field.id_for_label }}"
                                   class="col-sm-3 control-label">{{ field.label }}</label>
                            <div class="col-sm-9">
                                {{ field }}
                                <span class="help-block"> {{ field.errors.0 }}</span>
                            </div>
                        </div>
                    {% endfor %}
                    <p class="text-danger text-center"> {{ form_obj.non_field_errors.0 }} </p>
                    <div class="form-group">
                        <div class="col-sm-offset-2 col-sm-10">
                            <button type="submit" class="btn btn-default">保存</button>
                        </div>
                    </div>
                </form>
            </div>
        </div>
    </div>

{% endblock %}

customer_list.html 中添加一行 做跳转

<th>添加报名</th>

<td><a href="{% reverse_url request 'enrollment_add' customer.pk %}">添加</a>  </td>