CRM权限管理报名流程2-学生完善信息

Posted fqh202

tags:

篇首语:本文由小常识网(cha138.com)小编为大家整理,主要介绍了CRM权限管理报名流程2-学生完善信息相关的知识,希望对你有一定的参考价值。

页面展示

技术分享图片


完善个人信息

作用如下:

  • 1、是完善之前销售录入有误的信息,例如年龄、身份证、紧急联系电话、转介绍人等,都可以再次纠正;
  • 2、查看已报名的课程、价格、班级信息,不能修改。

urls.py

from django.conf.urls import url,include
from crm import views

urlpatterns = [
    url(r'^enroll/(d+)/$', views.student_enroll, name='student_enroll'),
]

forms.py

from django.forms import ModelForm
from crm.models import CustomerInfo


class CustomerInfoForm(ModelForm):
    def __new__(cls, *args, **kwargs):
        for field_name, field_obj in cls.base_fields.items():
            field_obj.widget.attrs.update({'class': 'form-control'})

            # 设定只读字段disabled属性
            if field_name in cls.Meta.readonly_fields:
                field_obj.widget.attrs.update({'disabled': True})

        return ModelForm.__new__(cls)

    class Meta:
        model = CustomerInfo
        fields = '__all__'
        # 设置不提交字段
        exclude = ['consult_content', 'contact_type', 'consultant', 'status', 'source','consult_course']
        error_messages = {
            'name': {
                'required': "名字不能为空",
            },
        }

views.py

from crm.forms import CustomerInfoForm
from crm.models import StudentEnrollment, CustomerInfo


def student_enroll(request, id):
    """学生完善个人信息"""
    # 1、根据取出学生报名对象
    student_enroll = StudentEnrollment.objects.filter(id=int(id)).first()
    # 2、获得咨询对象以及其他相关信息
    customer_obj = student_enroll.customer
    price = student_enroll.class_grade.course.price
    class_grade = student_enroll.class_grade
    course = class_grade.course

    if request.method == 'GET':
        # 3、实例化form对象
        customer_form = CustomerInfoForm(instance=customer_obj)

        # 4、获取用户已上传的文件信息
        upload_files = []
        from django import conf
        import os
        enrollment_upload_dir = os.path.join(conf.settings.ORM_PATH_DIR,id)
        if os.path.isdir(enrollment_upload_dir):
            upload_files=os.listdir(enrollment_upload_dir)
            pass

    elif request.method == 'POST':
        # 5、实例化form
        customer_form = CustomerInfoForm(instance=customer_obj, data=request.POST)
        # 取出错误信息
        errors = customer_form.errors
        # 自定制errors错误信息
        if not request.POST.get('contract_agreed', ''):
            errors['contract_agreed'] = '必须勾选阅读'
        if not request.POST.get('id_num', ''):
            errors['id_num'] = '身份证号码必填'
        if not request.POST.get('contact_info', ''):
            errors['contact_info'] = '联系电话必填'
        if not request.POST.get('emergency_contact', ''):
            errors['emergency_contact'] = '紧急联系电话必填'

        # 6、验证form表单数据输入是否合乎规则
        if customer_form.is_valid():
            
            # 7、排除重复填写此表单
            if student_enroll.contract_agreed:
               return HttpResponse('您的相关信息已提交至审核')

            # 8、修改 合同签订属性和签订时间
            student_enroll.contract_agreed = True
            import datetime
            student_enroll.contract_signed_time = datetime.datetime.now()
            print(datetime.datetime.now())
            # 9、保存学生报名信息
            student_enroll.save()
            # 10、保存咨询客户的信息
            customer_form.save()
            return HttpResponse('待审批....')

    return render(request, 'crm/complete_info.html', locals())

前端页面

<form method="post" onsubmit="return before_submit(this)" novalidate>
    {% for input_obj in customer_form %}
         <div class="form-group">
            {# 每行两列,则每列列宽为md-6 #}
            <label for="inputEmail3" class="col-sm-2 control-label">{{ input_obj.label }}</label>
            <div class="col-sm-4">
                {{ input_obj }}<span class="error_tip">{{ input_obj.errors }}</span>
            </div>
          </div>
    {% endfor %}

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">班级</label>
        <div class="col-sm-4">
            <span class="form-control">{{ class_grade }}</span>
        </div>
    </div>

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">报名课程</label>
        <div class="col-sm-4">
            <span class="form-control">{{ course }}</span>
        </div>
    </div>

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">价格</label>
        <div class="col-sm-4">
            <span class="form-control">{{ price }}</span>
        </div>
    </div>

    <!-- 合同显示,记得加上pre 标签 -->
    <pre style="width:100%;height: 400px">
        {{ student_enroll.class_grade.contract_tempalte.content }}
    </pre>
    
    <!--  -->
    <input type="checkbox" name="contract_agreed" id="agree_contract">
        <label for="agree_contract">我已认真阅读以上合同条款,无异议。</label>
        <span class="error_tip">{{ errors.contract_agreed }}</span>

    <div class="col-md-12">
        <input type="submit" class="btn btn-block btn-primary" value="确认" style="margin-top: 20px">
    </div>

    {% csrf_token %}
</form>
<script>
    function before_submit(data) {
        {#$('[name=consult_course]').prop('disabled',false);#}
        
        // 若没有上传文件则不提交 并提示
        if($('#upload_file_list').children().length==0){
            alert('请上传相关证件信息');
            return false
        }
        
        // 若没有勾选同意合同 则不提交并提示
        if(!$('[name=contract_agreed]').prop('checked')){
            alert('必须阅读并同意培训协议');
            return false
        }
    }
</script>

关于dropzone插件参考:https://www.cnblogs.com/fqh202/p/9365340.html

以上是关于CRM权限管理报名流程2-学生完善信息的主要内容,如果未能解决你的问题,请参考以下文章

CRM权限管理报名流程3-销售审核信息

Django项目:CRM(客户关系管理系统)--61--51PerfectCRM实现CRM客户报名流程学生合同上传照片

Django项目:CRM(客户关系管理系统)--62--52PerfectCRM实现CRM客户报名流程学生合同审核

CRM

crm

第七届 互联网+大赛 报名详细流程 全国大学生创业网 (保姆级指南:如何同意对方邀请)