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>
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