Python CRM项目一

开发环境:

1. 语言Python3.X以上
2. MTV WEB框架 Django
3. 前端框架 jQuery+bootstrap
4. 数据库 MySQL

运行环境

1. 安装Python3.x
2. 安装Django
3. 除IE8以上的浏览器

项目需求:重写Django Admin的功能,实现对表动态的增删改查,实现权限的动态分配,实现自定义Action,等一系列组件扩展功能

项目功能图:

项目表UML表关系图

models.py表关系创建

 from django.db import models
 from django.contrib.auth.models import User
 # Create your models here.
 class Customer(models.Model):
     '''客户信息表'''
     name = models.CharField(max_length=32,null=True,blank=True)
     qq = models.CharField(max_length=64,unique=True)
     qq_name = models.CharField(max_length=64,null=True,blank=True)
     phone = models.CharField(max_length=64,null=True,blank=True)
     source_choices = ((0,'转介绍'),(1,'QQ群'),(2,'官网'),(3,'百度推广'),(4,'51cto'),(5,'知乎推荐'),(6,'市场推广'))
     source = models.SmallIntegerField(choices=source_choices)
     referral_from = models.CharField(verbose_name='转介绍人QQ',max_length=64,null=True,blank=True)
     consult_course = models.ForeignKey('Course',verbose_name='咨询课程')
     content = models.TextField(verbose_name='咨询详情')
     consultant = models.ForeignKey('UserProfile',verbose_name='销售')
     tags = models.ManyToManyField('Tag',blank=True,null=True);
     memo = models.TextField(blank=True,null=True)
     status_choice = (('signed','已报名'),('unregistered','未报名'))
     status = models.CharField(max_length=64,choices=status_choice,default='unregistered',verbose_name='客户状态')
     date = models.DateTimeField(auto_now_add=True)

     class Meta:
         verbose_name_plural = '客户'

     def __str__(self):
         return self.name

 class CustomerFollowUp(models.Model):
     '''客户跟进表'''
     customer = models.ForeignKey('Customer')
     content = models.TextField(verbose_name='跟进内容')
     consultant = models.ForeignKey('UserProfile')
     intention_choices = ((0,'2周内报名'),(1,'1个月报名'),(2,'近期无报名计划'),(3,'已在其他机构报名'),(4,'已报名'),(5,'已拉黑'))
     intention = models.SmallIntegerField(choices=intention_choices)
     date = models.DateTimeField(auto_now_add=True)

     def __str__(self):
         return '%s %s' % (self.customer.qq, self.intention)

     class Meta:
         verbose_name_plural = '客户跟进记录'

 class Course(models.Model):
     '''课程表'''
     name = models.CharField(max_length=128,unique=True)
     price = models.PositiveSmallIntegerField()
     period = models.PositiveSmallIntegerField(verbose_name='周期(月)')
     outline = models.TextField()

     def __str__(self):
         return self.name

     class Meta:
         verbose_name_plural = '课程'

 class Branch(models.Model):
     '''校区表'''
     name = models.CharField(max_length=128,unique=True)
     addr = models.CharField(max_length=512)

     def __str__(self):
         return self.name

     class Meta:
         verbose_name_plural = '校区'

 class ClassList(models.Model):
     '''班级表'''
     branch = models.ForeignKey('Branch',verbose_name='分校')
     course = models.ForeignKey('Course')
     semester = models.PositiveSmallIntegerField(verbose_name='学期')
     teachers =  models.ManyToManyField('UserProfile')
     class_type_choice = ((0,'面授班(脱产)'),(1,'面授班(周末)'),(2,'网络班'))
     class_type = models.SmallIntegerField(choices=class_type_choice)
     start_date = models.DateField(verbose_name='开班日期')
     end_date = models.DateField(verbose_name='结业日期',blank=True,null=True)

     def __str__(self):
         return '%s %s %s' % (self.branch, self.course, self.semester)

     class Meta:
         unique_together = ('branch', 'course', 'semester')
         verbose_name_plural = '班级'

 class CourseRecord(models.Model):
     '''上课记录表'''
     from_class = models.ForeignKey('ClassList',verbose_name='班级')
     day_num = models.PositiveSmallIntegerField(verbose_name='第几节(天)')
     teacher = models.ForeignKey('UserProfile')
     has_homework = models.BooleanField(default=True)
     homework_title = models.CharField(max_length=256,blank=True,null=True)
     homework_content = models.TextField(blank=True,null=True)
     outline = models.TextField(verbose_name='本节课大纲')
     date = models.DateTimeField(auto_now_add=True)

     def __str__(self):
         return '%s %s' % (self.from_class, self.day_num)

     class Meta:
         unique_together = ('from_class', 'day_num')
         verbose_name_plural = '上课记录'

 class StudyRecord(models.Model):
     '''学习记录表'''
     student = models.ForeignKey('Enrollment')
     course_record = models.ForeignKey('CourseRecord')
     attendance_choice = ((0,'已签到'),(1,'迟到'),(2,'缺勤'),(3,'早退'))
     attendance = models.SmallIntegerField(choices=attendance_choice,default=0)
     score_choices = ((100,'A+'),(90,'A'),(85,'B+'),(80,'B'),(75,'B-'),(70,'C+'),(60,'C'),(40,'C-'),(-50,'D'),(-100,'COPY'),(0,'N/A'))
     score = models.SmallIntegerField(choices=score_choices)
     memo = models.TextField(blank=True,null=True)
     date = models.DateTimeField(auto_now_add=True)

     def __str__(self):
         return '%s %s %s' % (self.student, self.course_record, self.score)

     class Meta:
         unique_together = ('student', 'course_record')
         verbose_name_plural = '学习记录'

 class Enrollment(models.Model):
     '''学生报名表(学生报名信息,合同,入学日期,所报班级)'''
     customer = models.ForeignKey('Customer')
     enrolled_class = models.ForeignKey('ClassList',verbose_name='所报班级')
     consultant = models.ForeignKey('UserProfile',verbose_name='课程顾问')
     contact_agreed = models.BooleanField(default=False,verbose_name='学生已同意合同条款')
     contact_approved = models.BooleanField(default=False,verbose_name='合同已审核')
     date = models.DateTimeField(auto_now_add=True)

     def __str__(self):
         return '%s %s' % (self.customer, self.enrolled_class)

     class Meta:
         unique_together = ('customer', 'enrolled_class')
         verbose_name_plural = '报名'

 class Payment(models.Model):
     '''缴费记录'''
     customer = models.ForeignKey('Customer')
     course = models.ForeignKey('Course')
     amount = models.PositiveIntegerField(verbose_name='数额',default=500)
     consultant = models.ForeignKey('UserProfile')
     date = models.DateTimeField(auto_now_add=True)

     def __str__(self):
         return '%s %s' % (self.customer, self.amount)

     class Meta:
         verbose_name_plural = '缴费记录'

 class UserProfile(models.Model):
     '''账号表'''
     user = models.OneToOneField(User)
     name = models.CharField(max_length=32)
     roles = models.ManyToManyField('Role',blank=True,null=True)

     def __str__(self):
         return self.name

 class Role(models.Model):
     '''角色表'''
     name = models.CharField(max_length=64,unique=True)

     def __str__(self):
         return self.name

     class Meta:
         verbose_name_plural = '角色'

 class Tag(models.Model):
     '''标签备注'''
     name = models.CharField(max_length=64,unique=True)

     def __str__(self):
         return self.name
     class Meta:
         verbose_name_plural = '标签'

在Settings文件中配置静态文件路径

 STATIC_URL = '/static/'
 STATICFILES_DIRS =(
     os.path.join(BASE_DIR,'static'),
 )

更改默认的数据库

 DATABASES = {
 'default': {
         'ENGINE': 'django.db.backends.mysql',
         'NAME': 'prefect_crm',
         'USER': 'root',
         'PASSWORD': 'oldboy',
         'HOST': '127.0.0.1',
         'PORT': ''
     }
 }

在app下的__init__.py中插入

 import pymysql
 pymysql.install_as_MySQLdb()