crm 使用stark組件
阿新 • • 發佈：2018-03-22
star customer 外鍵關聯 設置 slist 重點大學 其中 content 對象
# Create your models here.
from django.db import models
class Department(models.Model):
"""
部門表
市場部 1000
銷售 1001
"""
title = models.CharField(verbose_name=‘部門名稱‘, max_length=16)
code = models.IntegerField(verbose_name=‘部門編號‘, unique=True, null=False)
def __str__(self):
return self.title
class UserInfo(models.Model):
"""
員工表
"""
name = models.CharField(verbose_name=‘員工姓名‘, max_length=16)
username = models.CharField(verbose_name=‘用戶名‘, max_length=32)
password = models.CharField(verbose_name=‘密碼‘, max_length=64)
email = models.EmailField(verbose_name=‘郵箱‘, max_length=64)
depart = models.ForeignKey(verbose_name=‘部門‘, to="Department", to_field="code")
def __str__(self):
return self.name
class Course(models.Model):
"""
課程表
如：
Linux基礎
Linux架構師
Python自動化開發精英班
Python自動化開發架構師班
Python基礎班
go基礎班
"""
name = models.CharField(verbose_name=‘課程名稱‘, max_length=32)
def __str__(self):
return self.name
class School(models.Model):
"""
校區表
如：
北京海澱校區
上海校區
"""
title = models.CharField(verbose_name=‘校區名稱‘, max_length=32)
def __str__(self):
return self.title
class ClassList(models.Model):
"""
班級表
如：
Python全棧 面授班 5期 10000 2017-11-11 2018-5-11
"""
school = models.ForeignKey(verbose_name=‘校區‘, to=‘School‘)
course = models.ForeignKey(verbose_name=‘課程名稱‘, to=‘Course‘)
semester = models.IntegerField(verbose_name="班級(期)")
price = models.IntegerField(verbose_name="學費")
start_date = models.DateField(verbose_name="開班日期")
graduate_date = models.DateField(verbose_name="結業日期", null=True, blank=True)
memo = models.CharField(verbose_name=‘說明‘, max_length=256, blank=True, null=True, )
# teachers = models.ManyToManyField(verbose_name=‘任課老師‘, to=‘UserInfo‘,limit_choices_to={‘depart_id__in‘:[1003,1004],})
teachers = models.ManyToManyField(verbose_name=‘任課老師‘, 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):
"""
客戶表
"""
qq = models.CharField(verbose_name=‘qq‘, max_length=64, unique=True, help_text=‘QQ號必須唯一‘)
name = models.CharField(verbose_name=‘學生姓名‘, max_length=16)
gender_choices = ((1, ‘男‘), (2, ‘女‘))
gender = models.SmallIntegerField(verbose_name=‘性別‘, choices=gender_choices)
education_choices = (
(1, ‘重點大學‘),
(2, ‘普通本科‘),
(3, ‘獨立院校‘),
(4, ‘民辦本科‘),
(5, ‘大專‘),
(6, ‘民辦專科‘),
(7, ‘高中‘),
(8, ‘其他‘)
)
education = models.IntegerField(verbose_name=‘學歷‘, choices=education_choices, blank=True, null=True, )
graduation_school = models.CharField(verbose_name=‘畢業學校‘, max_length=64, blank=True, null=True)
major = models.CharField(verbose_name=‘所學專業‘, max_length=64, blank=True, null=True)
experience_choices = [
(1, ‘在校生‘),
(2, ‘應屆畢業‘),
(3, ‘半年以內‘),
(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=‘工作經驗‘, blank=True, null=True, choices=experience_choices)
work_status_choices = [
(1, ‘在職‘),
(2, ‘無業‘)
]
work_status = models.IntegerField(verbose_name="職業狀態", choices=work_status_choices, default=1, blank=True,
null=True)
company = models.CharField(verbose_name="目前就職公司", max_length=64, blank=True, null=True)
salary = models.CharField(verbose_name="當前薪資", max_length=64, blank=True, null=True)
source_choices = [
(1, "qq群"),
(2, "內部轉介紹"),
(3, "官方網站"),
(4, "百度推廣"),
(5, "360推廣"),
(6, "搜狗推廣"),
(7, "騰訊課堂"),
(8, "廣點通"),
(9, "高校宣講"),
(10, "渠道代理"),
(11, "51cto"),
(12, "智匯推"),
(13, "網盟"),
(14, "DSP"),
(15, "SEO"),
(16, "其它"),
]
source = models.SmallIntegerField(‘客戶來源‘, choices=source_choices, default=1)
referral_from = models.ForeignKey(
‘self‘,
blank=True,
null=True,
verbose_name="轉介紹自學員",
help_text="若此客戶是轉介紹自內部學員,請在此處選擇內部學員姓名",
related_name="internal_referral"
)
course = models.ManyToManyField(verbose_name="咨詢課程", to="Course")
status_choices = [
(1, "已報名"),
(2, "未報名")
]
status = models.IntegerField(
verbose_name="狀態",
choices=status_choices,
default=2,
help_text=u"選擇客戶此時的狀態"
)
consultant = models.ForeignKey(verbose_name="課程顧問", to=‘UserInfo‘, related_name=‘consultanter‘,
limit_choices_to={‘depart_id‘: 1001})
date = models.DateField(verbose_name="咨詢日期", auto_now_add=True)
recv_date = models.DateField(verbose_name="當前課程顧問的接單日期", null=True)
last_consult_date = models.DateField(verbose_name="最後跟進日期", )
def __str__(self):
return "姓名:{0},QQ:{1}".format(self.name, self.qq, )
class ConsultRecord(models.Model):
"""
客戶跟進記錄
"""
customer = models.ForeignKey(verbose_name="所咨詢客戶", to=‘Customer‘)
consultant = models.ForeignKey(verbose_name="跟蹤人", to=‘UserInfo‘)
date = models.DateField(verbose_name="跟進日期", auto_now_add=True)
note = models.TextField(verbose_name="跟進內容...")
def __str__(self):
return self.customer.name + ":" + self.consultant.name
class PaymentRecord(models.Model):
"""
繳費記錄
"""
customer = models.ForeignKey(Customer, verbose_name="客戶")
class_list = models.ForeignKey(verbose_name="班級", to="ClassList", blank=True, null=True)
pay_type_choices = [
(1, "訂金/報名費"),
(2, "學費"),
(3, "轉班"),
(4, "退學"),
(5, "退款"),
]
pay_type = models.IntegerField(verbose_name="費用類型", choices=pay_type_choices, default=1)
paid_fee = models.IntegerField(verbose_name="費用數額", default=0)
turnover = models.IntegerField(verbose_name="成交金額", blank=True, null=True)
quote = models.IntegerField(verbose_name="報價金額", blank=True, null=True)
note = models.TextField(verbose_name="備註", blank=True, null=True)
date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True)
consultant = models.ForeignKey(verbose_name="負責老師", to=‘UserInfo‘, help_text="誰簽的單就選誰")
class Student(models.Model):
"""
學生表（已報名）
"""
customer = models.OneToOneField(verbose_name=‘客戶信息‘, to=‘Customer‘)
username = models.CharField(verbose_name=‘用戶名‘, max_length=32)
password = models.CharField(verbose_name=‘密碼‘, max_length=64)
emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name=‘緊急聯系人‘)
class_list = models.ManyToManyField(verbose_name="已報班級", 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=‘所在區域‘, blank=True, null=True)
position = models.CharField(verbose_name=‘崗位‘, max_length=64, blank=True, null=True)
salary = models.IntegerField(verbose_name=‘薪資‘, blank=True, null=True)
welfare = models.CharField(verbose_name=‘福利‘, max_length=256, blank=True, null=True)
date = models.DateField(verbose_name=‘入職時間‘, help_text=‘格式yyyy-mm-dd‘, blank=True, null=True)
memo = models.CharField(verbose_name=‘備註‘, max_length=256, blank=True, null=True)
def __str__(self):
return self.username
class CourseRecord(models.Model):
"""
上課記錄表
"""
class_obj = models.ForeignKey(verbose_name="班級", to="ClassList")
day_num = models.IntegerField(verbose_name="節次", help_text=u"此處填寫第幾節課或第幾天課程...,必須為數字")
teacher = models.ForeignKey(verbose_name="講師", to=‘UserInfo‘, limit_choices_to={"depart_id__in": [1002, 1003]})
date = models.DateField(verbose_name="上課日期", auto_now_add=True)
course_title = models.CharField(verbose_name=‘本節課程標題‘, max_length=64, blank=True, null=True)
course_memo = models.TextField(verbose_name=‘本節課程內容概要‘, blank=True, null=True)
has_homework = models.BooleanField(default=True, verbose_name="本節有作業")
homework_title = models.CharField(verbose_name=‘本節作業標題‘, max_length=64, blank=True, null=True)
homework_memo = models.TextField(verbose_name=‘作業描述‘, max_length=500, blank=True, null=True)
exam = models.TextField(verbose_name=‘踩分點‘, 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="第幾天課程", to="CourseRecord")
student = models.ForeignKey(verbose_name="學員", to=‘Student‘)
record_choices = ((‘checked‘, "已簽到"),
(‘vacate‘, "請假"),
(‘late‘, "遲到"),
(‘noshow‘, "缺勤"),
(‘leave_early‘, "早退"),
)
record = models.CharField("上課紀錄", 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("本節成績", choices=score_choices, default=-1)
homework_note = models.CharField(verbose_name=‘作業評語‘, max_length=255, blank=True, null=True)
note = models.CharField(verbose_name="備註", max_length=255, blank=True, null=True)
homework = models.FileField(verbose_name=‘作業文件‘, blank=True, null=True, default=None)
stu_memo = models.TextField(verbose_name=‘學員備註‘, blank=True, null=True)
date = models.DateTimeField(verbose_name=‘提交作業日期‘, 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="課程顧問", to="UserInfo", limit_choices_to={"depart_id": 1001})
date = models.DateField()
status = (
(1, "跟進狀態"),
(2, "已報名"),
(3, "三天未跟進"),
(4, "15天未成單"),
)
status = models.IntegerField(choices=status, default=1)
memo = models.CharField(max_length=255)
在這些表中有幾個地方需要註意，UserInfo表外鍵關聯了部門表，但是不是關聯的部門表的主鍵，而是code字段
班級和老師還有班主任有多對多和一對多的關聯，其中有一個參數limit_choices_to={"depart_id__in": [1002, 1003]}，有這個參數，當使用Form自動生成頁面標簽時，select標簽中只會顯示depart_id在1002和1003中的員工，這個參數的意義在於，老師和班主任都是從UserInfo員工表中篩選的，但是員工表中還有其他人，所以我們不需要讓不相關的人顯示在select標簽中
添加stark組件
創建項目後我們直接將我們stark組件的app復制到項目中即可
同時不要忘記在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‘
]
簡單使用stark組件
在app01中創建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): # 定義的方法
list_display = ["name", "email", "depart"] # 定義的字符串字段
list_display_links = ["name"] 把這個設置成name就是可以通過name編輯
site.register(UserInfo, UserConfig) #必須把這個方法配置在這個裏
site.register(Course)
site.register(School)
class ClassListConfig(ModelStark):
def display_class(self, obj=None, is_header=False): # 這行是必須傳的參數。 必須傳
if is_header:
return "班級" 這是前端展示的字段信息
return "%s(%s)" % (obj.course, obj.semester)
list_display = [display_class, "teachers", "tutor"] 這是方法和兩個字符串字段 必須是choice字段才可以這麽定義 字符串字段可以直接顯示
site.register(ClassList, ClassListConfig) 方法加在這個類裏的函數
下邊都是一樣的 就是改變了一下字段 和方法
class CustomerConfig(ModelStark):
def display_gender(self, obj=None, is_header=False):
if is_header:
return "性別"
return obj.get_gender_display()
def display_status(self, obj=None, is_header=False):
if is_header:
return "狀態"
return obj.get_status_display()
def display_consultrecord(self, obj=None, is_header=False):
if is_header:
return "跟進"
return mark_safe("<a href=‘/stark/app01/consultrecord/?customer=%s‘>跟進記錄</a>" % (obj.pk))
def display_courses(self, obj=None, is_header=False):
if is_header:
return "咨詢課程"
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) # 這是刪除咨詢課程的url，配置好 找到這兩個字段的PK值進行刪除
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+)/$", self.cancel_course))
return temp
list_display = ["name", display_gender, "consultant", display_courses, display_status, display_consultrecord]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
class ConsultRecordConfig(ModelStark):
list_display = ["customer", "consultant", "date", "note"]
site.register(ConsultRecord, ConsultRecordConfig)
site.register(CourseRecord)
class StudentConfig(ModelStark):
list_display = ["username", "class_list"]
site.register(Student, StudentConfig)
class StudyRecordConfig(ModelStark):
def display_record(self, obj=None, is_header=False):
if is_header:
return "記錄"
return obj.get_record_display()
def display_score(self, obj=None, is_header=False):
if is_header:
return "成績"
return obj.get_score_display()
list_display = ["student", "course_record", display_record, display_score]
site.register(StudyRecord, StudyRecordConfig)
site.register(CustomerDistrbute)
添加新的url 主要是針對新的界面需要添加的url，
在項目使用中如果我們需要添加新的url該怎麽辦呢，我們可以修改stark組件中的一些內容
def extra_url(self):
return []
# 設計二級分發url
def get_url_func(self):
temp = []
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
app_model = (app_label, model_name)
temp.append(url("^$", 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/$", self.change_view, name="%s_%s_change" % app_model))
temp.extend(self.extra_url())
return temp
可以看到我們添加了一個新的功能extra_url，默認返回一個空列表，而get_url_func中我們得到的temp會添加extra_url的返回值，這樣，當用戶要添加新的url時，可以重新寫extra_url方法，在其中添加新的url，並寫一個對應的視圖函數，由於self只是當前表的ModelStark對象，所以只會多一條url
class CustomerConfig(ModelStark):
def cancel_course(self, request, customer_id, course_id):
customer = Customer.objects.get(pk=customer_id)
customer.course.remove(course_id)
return redirect(self.get_list_url())
def extra_url(self):
temp = []
temp.append(url("^cancel/(\d+)/(\d+)/$", self.cancel_course))
return temp
list_display = ["name"]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
crm 使用stark組件