crm 使用stark组件
Posted .
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 使用stark组件相关的知识，希望对你有一定的参考价值。
# Create your models here.
from django.db import models
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")
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：
北京海淀校区
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\')
course = models.ForeignKey(verbose_name=\'课程名称\', to=\'Course\')
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\', limit_choices_to={"depart_id__in": [1002, 1003]},
related_name="abc")
tutor = models.ForeignKey(verbose_name=\'班主任\', to=\'UserInfo\', limit_choices_to={"depart_id": 1001}, related_name=\'classes\')
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"
)
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})
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\')
consultant = models.ForeignKey(verbose_name="跟踪人", to=\'UserInfo\')
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 PaymentRecord(models.Model):
"""
缴费记录
"""
customer = models.ForeignKey(Customer, verbose_name="客户")
class_list = models.ForeignKey(verbose_name="班级", to="ClassList", blank=True, null=True)
pay_type_choices = [
(1, "订金/报名费"),
(2, "学费"),
(3, "转班"),
(4, "退学"),
(5, "退款"),
]
pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=1)
paid_fee = models.IntegerField(verbose_name="费用数额", default=0)
turnover = models.IntegerField(verbose_name="成交金额", blank=True, null=True)
quote = models.IntegerField(verbose_name="报价金额", blank=True, null=True)
note = models.TextField(verbose_name="备注", blank=True, null=True)
date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True)
consultant = models.ForeignKey(verbose_name="负责老师", to=\'UserInfo\', help_text="谁签的单就选谁")
class Student(models.Model):
"""
学生表（已报名）
"""
customer = models.OneToOneField(verbose_name=\'客户信息\', to=\'Customer\')
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")
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]})
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")
student = models.ForeignKey(verbose_name="学员", to=\'Student\')
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")
consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001})
date = models.DateField()
status = (
(1, "跟进状态"),
(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)
在这些表中有几个地方需要注意，UserInfo表外键关联了部门表，但是不是关联的部门表的主键，而是code字段
班级和老师还有班主任有多对多和一对多的关联，其中有一个参数limit_choices_to={"depart_id__in": [1002, 1003]}，有这个参数，当使用Form自动生成页面标签时，select标签中只会显示depart_id在1002和1003中的员工，这个参数的意义在于，老师和班主任都是从UserInfo员工表中筛选的，但是员工表中还有其他人，所以我们不需要让不相关的人显示在select标签中
添加stark组件
创建项目后我们直接将我们stark组件的app复制到项目中即可
同时不要忘记在setting中配置
INSTALLED_APPS = [
\'django.contrib.admin\',
\'django.contrib.auth\',
\'django.contrib.contenttypes\',
\'django.contrib.sessions\',
\'django.contrib.messages\',
\'django.contrib.staticfiles\',
\'app01.apps.App01Config\',
\'stark.apps.StarkConfig\'
]
简单使用stark组件
在app01中创建stark.py文件
from stark.service.sites import site, ModelStark
from .models import *
from django.utils.safestring import mark_safe
from django.conf.urls import url
from django.shortcuts import HttpResponse, render, redirect
site.register(Department)
class UserConfig(ModelStark): # 定义的方法
list_display = ["name", "email", "depart"] # 定义的字符串字段
list_display_links = ["name"] 把这个设置成name就是可以通过name编辑
site.register(UserInfo, UserConfig) #必须把这个方法配置在这个里
site.register(Course)
site.register(School)
class ClassListConfig(ModelStark):
def display_class(self, obj=None, is_header=False): # 这行是必须传的参数。 必须传
if is_header:
return "班级" 这是前端展示的字段信息
return "%s(%s)" % (obj.course, obj.semester)
list_display = [display_class, "teachers", "tutor"] 这是方法和两个字符串字段 必须是choice字段才可以这么定义 字符串字段可以直接显示
site.register(ClassList, ClassListConfig) 方法加在这个类里的函数
下边都是一样的 就是改变了一下字段 和方法
class CustomerConfig(ModelStark):
def display_gender(self, obj=None, is_header=False):
if is_header:
return "性别"
return obj.get_gender_display()
def display_status(self, obj=None, is_header=False):
if is_header:
return "状态"
return obj.get_status_display()
def display_consultrecord(self, obj=None, is_header=False):
if is_header:
return "跟进"
return mark_safe("<a href=\'/stark/app01/consultrecord/?customer=%s\'>跟进记录</a>" % (obj.pk))
def display_courses(self, obj=None, is_header=False):
if is_header:
return "咨询课程"
temp = []
for course in obj.course.all():
tag = "<a href=\'/stark/app01/customer/cancel/%s/%s\' style=\'padding:6px 3px;border: 1px solid #336699\'>%s</a>" % (obj.pk, course.pk, course.name) # 这是删除咨询课程的url，配置好 找到这两个字段的PK值进行删除
temp.append(tag)
s = "".join(temp)
return mark_safe(s)
def cancel_course(self, request, customer_id, course_id):
customer = Customer.objects.get(pk=customer_id)
customer.course.remove(course_id)
return redirect(self.get_list_url())
def extra_url(self):
temp = []
temp.append(url("^cancel/(\\d+)/(\\d+)/$", self.cancel_course))
return temp
list_display = ["name", display_gender, "consultant", display_courses, display_status, display_consultrecord]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
class ConsultRecordConfig(ModelStark):
list_display = ["customer", "consultant", "date", "note"]
site.register(ConsultRecord, ConsultRecordConfig)
site.register(CourseRecord)
class StudentConfig(ModelStark):
list_display = ["username", "class_list"]
site.register(Student, StudentConfig)
class StudyRecordConfig(ModelStark):
def display_record(self, obj=None, is_header=False):
if is_header:
return "记录"
return obj.get_record_display()
def display_score(self, obj=None, is_header=False):
if is_header:
return "成绩"
return obj.get_score_display()
list_display = ["student", "course_record", display_record, display_score]
site.register(StudyRecord, StudyRecordConfig)
site.register(CustomerDistrbute)
添加新的url 主要是针对新的界面需要添加的url，
在项目使用中如果我们需要添加新的url该怎么办呢，我们可以修改stark组件中的一些内容
def extra_url(self):
return []
# 设计二级分发url
def get_url_func(self):
temp = []
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
app_model = (app_label, model_name)
temp.append(url("^$", self.change_list, name="%s_%s_list" % app_model))
temp.append(url("^add/$", self.add_view, name="%s_%s_add" % app_model))
temp.append(url("^(\\d+)/delete/$", self.del_view, name="%s_%s_delete" % app_model))
temp.append(url("^(\\d+)/change/$", self.change_view, name="%s_%s_change" % app_model))
temp.extend(self.extra_url())
return temp
可以看到我们添加了一个新的功能extra_url，默认返回一个空列表，而get_url_func中我们得到的temp会添加extra_url的返回值，这样，当用户要添加新的url时，可以重新写extra_url方法，在其中添加新的url，并写一个对应的视图函数，由于self只是当前表的ModelStark对象，所以只会多一条url
class CustomerConfig(ModelStark):
def cancel_course(self, request, customer_id, course_id):
customer = Customer.objects.get(pk=customer_id)
customer.course.remove(course_id)
return redirect(self.get_list_url())
def extra_url(self):
temp = []
temp.append(url("^cancel/(\\d+)/(\\d+)/$", self.cancel_course))
return temp
list_display = ["name"]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
以上是关于crm 使用stark组件的主要内容，如果未能解决你的问题，请参考以下文章