流程思路

models.py

model設計思路：

具體參考：https://github.com/Fangqihan/CRM-Kingadmin/blob/master/crm/models.py

1、報名信息錄入

urls.py

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

urlpatterns = [
    url(r'^enroll/$', views.add_student, name='add_student'),  # 第一步：報名信息錄入
]

views.py

@login_required
def add_student(request):
    """銷售人員 添加 報名學生"""
    # 1、獲取所有咨詢用戶信息
    customers = models.CustomerInfo.objects.all()
    # 2、獲取所有校區
    branches = models.Branch.objects.all()
    # 3、獲取所有銷售人員
    consultants = models.UserProfile.objects.filter(role__title='銷售').exclude(id=1)

    if request.method == 'POST':
        # 4、獲取提交的信息，包括 學生、選擇的班級、咨詢顧問姓名的id
        customerid = request.POST.get('customer')
        class_gradeid = request.POST.get('class_grade')
        consultantid = request.POST.get('consultant')
        
        from crm.models import StudentEnrollment
        if consultantid and class_gradeid and consultantid:
            # 5、數據合法則創建 StudentEnrollment 對象
            student_enroll = StudentEnrollment.objects.create(
                customer_id=customerid,
                class_grade_id=class_gradeid,
                consultant_id=consultantid
            )
            print('學生創建成功')
            
            # 6、生成學生完善信息 鏈接
            enroll_links = 'http://127.0.0.1:8008/crm/enroll/%s/' % student_enroll.id
            print(enroll_links)

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

創建StudentEnrollment對象的約束：

class StudentEnrollment(models.Model):
    """學員報名"""
    ...

    class Meta:
        # 在一個班級內，customer必須是唯一的，否則會報錯
        unique_together = ['customer', 'class_grade']
        db_table = '學生報名'

student_enroll.html

<form class="form-horizontal" method="post">
    {% csrf_token %}
    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">學生</label>
        <div class="col-sm-10">
            
            <!--所有可選擇的咨詢客戶-->
            <select name="customer" class="form-control">
                <option>----------</option>
                {% for c in customers %}
                    <option value="{{ c.id }}">{{ c.name }}</option>
                {% endfor %}
            </select>
        </div>
    </div>

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">校區</label>
        <div class="col-sm-10">
            <!-- 所有校區 -->
             <select name="branch" class="form-control" id="branch_select">
                <option>----------</option>
                 {% for b in branches %}
                     <option value="{{ b.id }}">{{ b.name }}</option>
                 {% endfor %}
            </select>
        </div>
    </div>

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">班級</label>
        <div class="col-sm-10">
            <!-- 動態顯示所有班級 -->
             <select name="class_grade" class="form-control" id="class_lst">
                   <option>----------</option>
            </select>
        </div>
    </div>

    <div class="form-group">
        <label for="inputEmail3" class="col-sm-2 control-label">學習顧問</label>
        <div class="col-sm-10">
            <!-- 顯示所有顧問 -->
            <select name="consultant" class="form-control">
                <option>----------</option>
                {% for con in consultants %}
                    <option value="{{ con.id }}">{{ con.username }}</option>
                {% endfor %}
            </select>
        </div>
    </div>

    <div class="form-group">
        <input type="submit" class="btn btn-success" value="提交" style="float: right;margin-right: 5%">
    </div>
</form>

<hr>


<!--  -->
{% if enroll_links %}
    <label class="control-label" style="color: green">創建成功，請將鏈接發送給學員</label>
    <div class="">
        <input value="{{ enroll_links }}" class="form-control">
    </div>
{% endif %}



<script>
    String.prototype.format= function(){
       var args = arguments;
       return this.replace(/\{(\d+)\}/g,function(s,i){
         return args[i];
       });
    };


    // 監聽 校區input框的 change 事件
    $('#branch_select').change(function () {
        // 1、取出選擇的校區的id
        var id = $(this).val();
        
        // 2、清空班級列表
        $('#class_lst [value]').remove();
        $.ajax({
            // 3、發送ajax請求獲取對應校區id的班級列表
            url:"/crm/get_classes/"+id+"/",
            type:'GET',
            success:function (data) {
                var ele = "";
                // 4、循環遍歷返回的班級列表信息，拼接班級option標簽
                $.each(data,function (k,v) {
                    console.log(k,v,v.id);
                    html_str='<option value="{0}">{1}</option>';
                    html_str=html_str.format(
                        v.id,
                        v.course__name+'('+v.semester+')期'
                    );
                    ele += html_str
                });
                // 5、動態添加標簽
                $('#class_lst').append(ele)
            }
        })
    })
</script>
 

動態獲取對應校區的班級列表

1、urls.py

url(r'^get_classes/(\d+)/$', views.get_classes, name='get_classes'),

2、views.py

from crm.models import Branch, ClassList
import json


def get_classes(request, id):
    # 1、確定校區
    branch = Branch.objects.filter(id=int(id)).first()
    
    # 2、獲取校區內所有班級values信息
    classes = list(ClassList.objects.filter(branch=branch).values(
        'id', 'branch__name', 'course__name', 'semester'))
    # [{'id': 1, 'branch__name': '上海', 'course__name': 'go語言', 'semester': 1},]

    # 3、返回班級列表的json數據
    return HttpResponse(json.dumps(classes), content_type="application/json")
 

生成完善信息鏈接

1、前端：

{% if enroll_links %}
    <label class="control-label" style="color: green">創建成功，請將鏈接發送給學員</label>
    <div class="">
        <input value="{{ enroll_links }}" class="form-control">
    </div>
{% endif %}

2、views.py：

from crm.models import StudentEnrollment
if consultantid and class_gradeid and consultantid:
    student_enroll = StudentEnrollment.objects.create(
        customer_id=customerid,
        class_grade_id=class_gradeid,
        consultant_id=consultantid
    )
    print('學生創建成功')
    enroll_links = 'http://127.0.0.1:8008/crm/enroll/%s/' % student_enroll.id
    print(enroll_links)

CRM權限管理(2)、報名流程1-銷售報名信息錄入