crm 系统项目 admin 后台操作表格

Posted 2021-01-28 konghui

crm 系统项目(二) admin 后台操作表格

1. app下创建 templates 

　　运行的时候 先找全局的templates——》 按照app的注册顺序找templates中的文件

2. app下在创建一个urls.py

　　include()

3. 创建超级用户

　　python manage.py createsuperuser

　　　　邮箱可以忽略,密码默认为8位

4. 在admin中注册model

 from django.contrib import admin
   from crm import models
   
   admin.site.register(models.Customer)
   admin.site.register(models.ClassList)
   admin.site.register(models.Campuses)

 

5. 使用http://127.0.0.1:8000/admin 添加数据

6.不同的字典不同显示

　　a.普通字段 : {{ customer.qq }}

　　b.含有choices字段: {{ customer.get_sex_display }}    # get_字段名_display() 方法  模板中不加（）

　　c. 多对多、特殊显示，在model中定义方法。

def show_classes(self):
    return ‘ | ‘.join([str(i) for i in self.class_list.all()])

def show_status(self):
    color_dict = {
        ‘signed‘: ‘green‘,
        ‘unregistered‘: ‘red‘,
        ‘studying‘: ‘blue‘,
        ‘paid_in_full‘: ‘yellow‘,
    }

    return ‘<span style="background-color: {};color: white;padding: 3px">{}</span>‘.format(
        color_dict.get(self.status),
        self.get_status_display())

 

 

 

 

　　

admin.py

from django.contrib import admin
from app1 import models
# 在admin后台注册某个字段
admin.site.register(models.Customer)
admin.site.register(models.ClassList)
admin.site.register(models.Campuses)
admin.site.register(models.UserProfile)

admin.py

总的urls.py

from django.contrib import admin
from django.conf.urls import url, include
from app1 import views

urlpatterns = [
    url(r‘^admin/‘, admin.site.urls),
    url(r‘^login/‘, views.login),
    url(r‘^index‘, views.index),
    url(r‘^reg‘, views.reg),

    url(r‘app1/‘, include(‘app1.urls‘))
]

总的urls.py

app下的urls.py

from django.conf.urls import url
from app1 import views

urlpatterns = [
    url(r‘^customer_list/‘, views.customer_list),
    url(r‘^user_list/‘, views.user_list),

app下的urls.py

setting.py 部分

USE_L10N = False   #本地格式化

USE_TZ = True
#格式化时间
DATETIME_FORMAT = "Y-m-d H:i:s"
DATE_FORMAT = "Y-m-d"

setting.py 部分

新的models.py

from django.db import models
from multiselectfield import MultiSelectField

course_choices = ((‘Linux‘, ‘Linux中高级‘),
                  (‘PythonFullStack‘, ‘Python高级全栈开发‘),)

class_type_choices = ((‘fulltime‘, ‘脱产班‘,),
                      (‘online‘, ‘网络班‘),
                      (‘weekend‘, ‘周末班‘,),)

source_type = ((‘qq‘, "qq群"),
               (‘referral‘, "内部转介绍"),
               (‘website‘, "官方网站"),
               (‘baidu_ads‘, "百度推广"),
               (‘office_direct‘, "直接上门"),
               (‘WoM‘, "口碑"),
               (‘public_class‘, "公开课"),
               (‘website_luffy‘, "路飞官网"),
               (‘others‘, "其它"),)

enroll_status_choices = ((‘signed‘, "已报名"),
                         (‘unregistered‘, "未报名"),
                         (‘studying‘, ‘学习中‘),
                         (‘paid_in_full‘, "学费已交齐"))

seek_status_choices = ((‘A‘, ‘近期无报名计划‘), (‘B‘, ‘1个月内报名‘), (‘C‘, ‘2周内报名‘), (‘D‘, ‘1周内报名‘),
                       (‘E‘, ‘定金‘), (‘F‘, ‘到班‘), (‘G‘, ‘全款‘), (‘H‘, ‘无效‘),)
pay_type_choices = ((‘deposit‘, "订金/报名费"),
                    (‘tuition‘, "学费"),
                    (‘transfer‘, "转班"),
                    (‘dropout‘, "退学"),
                    (‘refund‘, "退款"),)

attendance_choices = ((‘checked‘, "已签到"),
                      (‘vacate‘, "请假"),
                      (‘late‘, "迟到"),
                      (‘absence‘, "缺勤"),
                      (‘leave_early‘, "早退"),)

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‘),)


class Department(models.Model):
    """
    部门表
    """
    name = models.CharField(max_length=32, verbose_name="部门名称")
    count = models.IntegerField(verbose_name="人数", default=0)

    # class Meta:
    #     db_table = ‘xxx‘   # 表名


class UserProfile(models.Model):
    """
    用户表
    """
    username = models.EmailField(max_length=255, unique=True,)
    password = models.CharField(max_length=128)
    name = models.CharField(‘名字‘, max_length=32)
    department = models.ForeignKey(‘Department‘, default=None, blank=True, null=True)
    mobile = models.CharField(‘手机‘, max_length=32, default=None, blank=True, null=True)
    memo = models.TextField(‘备注‘, blank=True, null=True, default=None)
    date_joined = models.DateTimeField(auto_now_add=True)
    is_active = models.BooleanField(default=True)

    def __str__(self):
        return self.name

class Customer(models.Model):
    """
    客户表
    """
    qq = models.CharField(‘QQ‘, max_length=64, unique=True, help_text=‘QQ号必须唯一‘)
    qq_name = models.CharField(‘QQ昵称‘, max_length=64, blank=True, null=True)
    name = models.CharField(‘姓名‘, max_length=32, blank=True, null=True, help_text=‘学员报名后，请改为真实姓名‘)
    sex_type = ((‘male‘, ‘男‘), (‘female‘, ‘女‘))
    sex = models.CharField("性别", choices=sex_type, max_length=16, default=‘male‘, blank=True, null=True)
    birthday = models.DateField(‘出生日期‘, default=None, help_text="格式yyyy-mm-dd", blank=True, null=True)
    phone = models.BigIntegerField(‘手机号‘, blank=True, null=True)
    source = models.CharField(‘客户来源‘, max_length=64, choices=source_type, default=‘qq‘)
    introduce_from = models.ForeignKey(‘self‘, verbose_name="转介绍自学员", blank=True, null=True)
    course = MultiSelectField("咨询课程", choices=course_choices)
    class_type = models.CharField("班级类型", max_length=64, choices=class_type_choices, default=‘fulltime‘)
    customer_note = models.TextField("客户备注", blank=True, null=True, )
    status = models.CharField("状态", choices=enroll_status_choices, max_length=64, default="unregistered",
                              help_text="选择客户此时的状态")
    network_consult_note = models.TextField(blank=True, null=True, verbose_name=‘网络咨询师咨询内容‘)
    date = models.DateTimeField("咨询日期", auto_now_add=True)
    last_consult_date = models.DateField("最后跟进日期", auto_now_add=True)
    next_date = models.DateField("预计再次跟进时间", blank=True, null=True)
    network_consultant = models.ForeignKey(‘UserProfile‘, blank=True, null=True, verbose_name=‘咨询师‘,
                                           related_name=‘network_consultant‘)
    consultant = models.ForeignKey(‘UserProfile‘, verbose_name="销售", related_name=‘customers‘, blank=True, null=True, )
    class_list = models.ManyToManyField(‘ClassList‘, verbose_name="已报班级", )

    def show_classes(self):
        return ‘|‘.join([str(i) for i in self.class_list.all()])
    def show_status(self):
        color_dict={
            ‘signed‘: ‘green‘,
            ‘unregistered‘: ‘red‘,
            ‘paid_in_full‘: ‘yellow‘,
        }
        return ‘<span style="background-color: {};color: white;padding: 3px">{}</span>‘.format(
            color_dict.get(self.status),
            self.get_status_display())

    def __str__(self):
        return self.name if self.name else self.qq
class Campuses(models.Model):
    """
    校区表
    """
    name = models.CharField(verbose_name=‘校区‘, max_length=64)
    address = models.CharField(verbose_name=‘详细地址‘, max_length=512, blank=True, null=True)

    def __str__(self):
        return self.name

class ClassList(models.Model):
    """
    班级表
    """
    course = models.CharField("课程名称", max_length=64, choices=course_choices)
    semester = models.IntegerField("学期")
    campuses = models.ForeignKey(‘Campuses‘, verbose_name="校区")
    price = models.IntegerField("学费", default=10000)
    memo = models.CharField(‘说明‘, blank=True, null=True, max_length=100)
    start_date = models.DateField("开班日期")
    graduate_date = models.DateField("结业日期", blank=True, null=True)
    teachers = models.ManyToManyField(‘UserProfile‘, verbose_name="老师")
    class_type = models.CharField(choices=class_type_choices, max_length=64, verbose_name=‘班额及类型‘, blank=True,
                                  null=True)

    class Meta:
        unique_together = ("course", "semester", ‘campuses‘)

    def __str__(self):
        return "{}{}({})".format(self.get_course_display(), self.semester, self.campuses)

class ConsultRecord(models.Model):
    """
    跟进记录表
    """
    customer = models.ForeignKey(‘Customer‘, verbose_name="所咨询客户")
    note = models.TextField(verbose_name="跟进内容...")
    status = models.CharField("跟进状态", max_length=8, choices=seek_status_choices, help_text="选择客户此时的状态")
    consultant = models.ForeignKey("UserProfile", verbose_name="跟进人", related_name=‘records‘)
    date = models.DateTimeField("跟进日期", auto_now_add=True)
    delete_status = models.BooleanField(verbose_name=‘删除状态‘, default=False)


class Enrollment(models.Model):
    """
    报名表
    """

    why_us = models.TextField("为什么报名", max_length=1024, default=None, blank=True, null=True)
    your_expectation = models.TextField("学完想达到的具体期望", max_length=1024, blank=True, null=True)
    contract_agreed = models.BooleanField("我已认真阅读完培训协议并同意全部协议内容", default=False)
    contract_approved = models.BooleanField("审批通过", help_text="在审阅完学员的资料无误后勾选此项,合同即生效", default=False)
    enrolled_date = models.DateTimeField(auto_now_add=True, verbose_name="报名日期")
    memo = models.TextField(‘备注‘, blank=True, null=True)
    delete_status = models.BooleanField(verbose_name=‘删除状态‘, default=False)
    customer = models.ForeignKey(‘Customer‘, verbose_name=‘客户名称‘)
    school = models.ForeignKey(‘Campuses‘)
    enrolment_class = models.ForeignKey("ClassList", verbose_name="所报班级")

    class Meta:
        unique_together = (‘enrolment_class‘, ‘customer‘)


class PaymentRecord(models.Model):
    """
    缴费记录表
    """
    pay_type = models.CharField("费用类型", choices=pay_type_choices, max_length=64, default="deposit")
    paid_fee = models.IntegerField("费用数额", default=0)
    note = models.TextField("备注", blank=True, null=True)
    date = models.DateTimeField("交款日期", auto_now_add=True)
    course = models.CharField("课程名", choices=course_choices, max_length=64, blank=True, null=True, default=‘N/A‘)
    class_type = models.CharField("班级类型", choices=class_type_choices, max_length=64, blank=True, null=True,
                                  default=‘N/A‘)
    enrolment_class = models.ForeignKey(‘ClassList‘, verbose_name=‘所报班级‘, blank=True, null=True)
    customer = models.ForeignKey(‘Customer‘, verbose_name="客户")
    consultant = models.ForeignKey(‘UserProfile‘, verbose_name="销售")
    delete_status = models.BooleanField(verbose_name=‘删除状态‘, default=False)

    status_choices = (
        (1, ‘未审核‘),
        (2, ‘已审核‘),
    )
    status = models.IntegerField(verbose_name=‘审核‘, default=1, choices=status_choices)

    confirm_date = models.DateTimeField(verbose_name="确认日期", null=True, blank=True)
    confirm_user = models.ForeignKey(verbose_name="确认人", to=‘UserProfile‘, related_name=‘confirms‘, null=True,
                                     blank=True)


class CourseRecord(models.Model):
    """课程记录表"""
    day_num = models.IntegerField("节次", help_text="此处填写第几节课或第几天课程...,必须为数字")
    date = models.DateField(auto_now_add=True, verbose_name="上课日期")
    course_title = models.CharField(‘本节课程标题‘, max_length=64, blank=True, null=True)
    course_memo = models.TextField(‘本节课程内容‘, max_length=300, blank=True, null=True)
    has_homework = models.BooleanField(default=True, verbose_name="本节有作业")
    homework_title = models.CharField(‘本节作业标题‘, max_length=64, blank=True, null=True)
    homework_memo = models.TextField(‘作业描述‘, max_length=500, blank=True, null=True)
    scoring_point = models.TextField(‘得分点‘, max_length=300, blank=True, null=True)
    re_class = models.ForeignKey(‘ClassList‘, verbose_name="班级")
    teacher = models.ForeignKey(‘UserProfile‘, verbose_name="讲师")

    class Meta:
        unique_together = (‘re_class‘, ‘day_num‘)


class StudyRecord(models.Model):
    """
    学习记录
    """

    attendance = models.CharField("考勤", choices=attendance_choices, default="checked", max_length=64)
    score = models.IntegerField("本节成绩", choices=score_choices, default=-1)
    homework_note = models.CharField(max_length=255, verbose_name=‘作业批语‘, blank=True, null=True)
    date = models.DateTimeField(auto_now_add=True)
    note = models.CharField("备注", max_length=255, blank=True, null=True)
    homework = models.FileField(verbose_name=‘作业文件‘, blank=True, null=True, default=None)
    course_record = models.ForeignKey(‘CourseRecord‘, verbose_name="某节课程")
    student = models.ForeignKey(‘Customer‘, verbose_name="学员")

    class Meta:
        unique_together = (‘course_record‘, ‘student‘)

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