使用自己的stark組件實現crm系統
阿新 • • 發佈：2018-06-28
SM auth mit href 保存 crm label rst custom 因為stark用到了templates裏面的html頁面文件，所以要整合在一個app裏，在stark裏面創建名字為templates的Python Package，將之前的html頁面拷貝在stark組件裏面的templates裏面，然後拷貝stark組件
二、實現crm邏輯
CRM即客戶關系管理，是指企業用CRM技術來管理與客戶之間的關系
1、創建數據庫
在app01應用下的models.py文件：
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)
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：
北京沙河校區
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', related_name="abc",
limit_choices_to={"depart_id__in":[1002,1003]} )
tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',
limit_choices_to={"depart": 1005})
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 self.name
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',limit_choices_to={"depart_id":1001})
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 Student(models.Model):
"""
學生表（已報名）
"""
customer = models.OneToOneField(verbose_name='客戶信息', to='Customer')
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 str(self.customer)
class ClassStudyRecord(models.Model):
"""
上課記錄表 （班級記錄）
"""
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]}) #過濾id為1002和1003的部門
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 StudentStudyRecord(models.Model):
'''
學生記錄
'''
class_study_record = models.ForeignKey(verbose_name="第幾天課程", to="ClassStudyRecord")
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.class_study_record, self.student)
#數據庫實例化，使用下面的命令
#python3 manage.py makemigrations
#python3 manage.py migrate2、相關項目設置
settings.py文件設置內容:
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"
]
STATIC_URL = '/static/'
STATICFILES_DIRS= [
os.path.join(BASE_DIR,"static")
]註：
#static目錄下面是Highcharts-6.1.0，是顯示後面的柱形圖所需的插件
#下載地址： https://www.hcharts.cn/download
3、邏輯部分及顯示頁面
urls.py文件:
from django.conf.urls import url
from django.contrib import admin
from stark.service.sites import site
urlpatterns = [
url(r'^admin/', admin.site.urls),
url(r'^stark/', site.urls),
]stark組件service目錄下sites.py文件：
from django.conf.urls import url
from django.shortcuts import HttpResponse, render, redirect
from django.utils.safestring import mark_safe
from django.urls import reverse
class Show_List(object):
def __init__(self, config, data_list):
self.config = config
self.data_list = data_list
def get_header(self):
# 處理表頭
# header_list=["ID","名稱","價格"]
header_list = []
for field in self.config.new_list_display():
if isinstance(field, str):
if field == "__str__":
val = self.config.model._meta.model_name.upper()
else:
field_obj = self.config.model._meta.get_field(field)
val = field_obj.verbose_name
else:
val = field(self.config, is_header=True)
header_list.append(val)
return header_list
def get_body(self):
# 處理表單數據
new_data_list = []
for obj in self.data_list:
temp = []
for field in self.config.new_list_display(): # ["nid","title","price","authors",edit] ['__str__'] ["title","price"]
if isinstance(field, str):
try:
from django.db.models.fields.related import ManyToManyField
field_obj = self.config.model._meta.get_field(field)
if isinstance(field_obj, ManyToManyField):
l = []
for i in getattr(obj, field).all():
l.append(str(i))
val = ",".join(l)
else:
val = getattr(obj, field)
print("val", val)
except Exception as e:
val = getattr(obj, field)
else:
val = field(self.config, obj)
temp.append(val)
new_data_list.append(temp)
return new_data_list
def get_new_actions(self):
action_list = []
for i in self.config.actions: # [patch_init,]
action_list.append({
"desc": i.desc,
"name": i.__name__,
})
return action_list
class ModelStark():
list_display = ["__str__", ]
search_fields = []
actions = []
def __init__(self, model, site):
self.model = model
self.site = site
def edit(self, obj=None, is_header=False):
if is_header:
return "操作"
return mark_safe("<a href='%s/change'>編輯</a>" % obj.pk)
def delete(self, obj=None, is_header=False):
if is_header:
return "操作"
return mark_safe("<a href='%s/delete'>刪除</a>" % obj.pk)
def checkbox(self, obj=None, is_header=False):
if is_header:
return "選擇"
return mark_safe("<input type='checkbox' name='selected_pk' value=%s>" % obj.pk)
def get_list_url(self):
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
_url = reverse("%s_%s_list" % (app_label, model_name))
return _url
def new_list_display(self):
temp = []
temp.append(ModelStark.checkbox)
temp.extend(self.list_display)
temp.append(ModelStark.edit)
temp.append(ModelStark.delete)
return temp
def get_search_condition(self, request):
from django.db.models import Q
search_condition = Q()
val = request.GET.get("q")
if val:
search_condition.connector = "or"
for field in self.search_fields:
search_condition.children.append((field + "__contains", val))
return search_condition
def list_view(self, request):
if request.method == "POST":
action = request.POST.get("action")
selected_pk = request.POST.getlist("selected_pk")
action = getattr(self, action)
action(selected_pk)
# search
search_condition = self.get_search_condition(request)
# fliter
from django.db.models import Q
filter_condition = Q()
for key, value in request.GET.items():
filter_condition.children.append((key, value))
data_list = self.model.objects.all().filter(search_condition).filter(filter_condition)
print("list_display", self.list_display) # ["nid","title","price",edit]
sl = Show_List(self, data_list)
return render(request, "list_view.html", locals())
def get_mdoelForm(self):
from django.forms import ModelForm
class DemoModelForm(ModelForm):
class Meta:
model = self.model
fields = "__all__"
return DemoModelForm
def add(self, request):
if request.method == "POST":
form = self.get_mdoelForm()(request.POST)
if form.is_valid():
form.save()
return redirect(self.get_list_url())
else:
return render(request, "add.html", locals())
form = form = self.get_mdoelForm()()
return render(request, "add.html", locals())
def change(self, request, id):
obj = self.model.objects.filter(pk=id).first()
if request.method == "POST":
form = self.get_mdoelForm()(request.POST, instance=obj)
if form.is_valid():
form.save()
return redirect(self.get_list_url())
form = self.get_mdoelForm()(instance=obj)
return render(request, "change.html", locals())
def delete_view(self, request, id):
if request.method == "POST":
self.model.objects.get(pk=id).delete()
return redirect(self.get_list_url())
url = self.get_list_url()
return render(request, "delete.html", locals())
def extra_url(self):
return []
def get_urls2(self):
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
temp = [
url("^add/$", self.add, name="%s_%s_add" % (app_label, model_name)),
url("^$", self.list_view, name="%s_%s_list" % (app_label, model_name)),
url("^(\d+)/change/$", self.change, name="%s_%s_change" % (app_label, model_name)),
url("^(\d+)/delete/$", self.delete_view, name="%s_%s_delete" % (app_label, model_name)),
]
temp.extend(self.extra_url()) #額外添加一條url
return temp
@property
def urls2(self):
return self.get_urls2(), None, None
class StarkSite():
def __init__(self, ):
self._registry = {}
# 一級分發
def get_urls(self):
temp = []
for model, model_class_obj in self._registry.items(): # {Book:ModelAdmin(Book),Publish:ModelAdmn(Publish),....}
app_name = model._meta.app_label
model_name = model._meta.model_name
temp.append(url(r"%s/%s/" % (app_name, model_name), model_class_obj.urls2))
return temp
@property
def urls(self):
return self.get_urls(), None, None
def register(self, model, admin_class=None, **options):
if not admin_class:
admin_class = ModelStark
self._registry[model] = admin_class(model, self)
site = StarkSite()app01應用下的stark.py文件:
from stark.service.sites import site,ModelStark
from django.utils.safestring import mark_safe
from app01 import models
from django.conf.urls import url
from django.shortcuts import HttpResponse,redirect,render
from django.http import JsonResponse
site.register(models.Department)
site.register(models.School)
site.register(models.UserInfo)
site.register(models.Course)
site.register(models.ClassList)
class Studentconfig(ModelStark): #學生表的配置類
def display_score(self,obj=None,is_header=False):
if is_header:
return "個人成績"
return mark_safe("<a href='score/%s'>個人成績</a>"%obj.pk)
list_display = ["customer","class_list",display_score] #定義顯示學生字段增加客戶信息，已報班級，個人成績三組字段
def score(self,request,sid):
if request.is_ajax():
cid=request.GET.get("cid")
sid=request.GET.get("sid")
ret=student_study_record_list=list(models.StudentStudyRecord.objects.filter(student_id=sid,class_study_record__class_obj_id=cid).values_list("class_study_record__day_num","score"))
print(ret)
ret=[["day"+str(i[0]),i[1]] for i in ret]
# print(ret)
return JsonResponse(ret,safe=False)
student=models.Student.objects.get(pk=sid)
class_list=student.class_list.all()
return render(request,"score.html",locals())
def extra_url(self):
temp=[]
temp.append(url("score/(\d+)",self.score))
return temp
site.register(models.Student,Studentconfig)
site.register(models.Customer)
site.register(models.ConsultRecord)
class ClassStudyRecordConfig(ModelStark):
def detail(self,obj=None,is_header=False):
if is_header:
return "詳細信息"
return mark_safe("<a href='/stark/app01/studentstudyrecord/?class_study_record=%s'>詳細信息</a>"%obj.pk) #url跳轉到當前班級的詳細信息
def record_score(self, obj=None, is_header=False):
if is_header:
return "錄入成績"
return mark_safe("<a href='record_score/%s'>錄入成績</a>"%obj.pk) #url跳轉到當前班級的錄入成績
list_display = ["class_obj","day_num",detail,record_score]
def patch_init(self,selected_pk): #定義批量初始化，對所有班級批量生成對應的學生記錄對象
classstudyrecord_list=self.model.objects.filter(pk__in=selected_pk)
for classstudyrecord in classstudyrecord_list:
student_list=models.Student.objects.filter(class_list=classstudyrecord.class_obj)
for student in student_list:
models.StudentStudyRecord.objects.create(class_study_record=classstudyrecord,student=student)
patch_init.desc="批量初始化"
actions = [patch_init]
def record_score(self,request,id):
csr = models.ClassStudyRecord.objects.get(pk=id) #班級學習對象
student_study_record_list = models.StudentStudyRecord.objects.filter(class_study_record=csr)
score_choices = models.StudentStudyRecord.score_choices
update=False
if request.method=="POST": #提交數據
print("POST",request.POST)
for key,val in request.POST.items(): #頁面取到的鍵值進行處理
if key=="csrfmiddlewaretoken":continue
field,pk=key.rsplit("_",1) #以下劃線作為分割標準，取右邊第一個
dic={field:val}
models.StudentStudyRecord.objects.filter(pk=pk).update(**dic) #更新的字典，使用**
update=True
return render(request,"record_score.html",locals())
def extra_url(self):
temp=[]
temp.append(url("record_score/(\d+)",self.record_score))
return temp
site.register(models.ClassStudyRecord,ClassStudyRecordConfig)
class StudentStudyRecordConfig(ModelStark):
def display_record(self,obj=None,is_header=False):
if is_header:
return "考勤"
return obj.get_record_display() #返回需要的考勤狀態
def display_score(self,obj=None,is_header=False):
if is_header:
return "成績"
return obj.get_score_display() #顯示對應的後面的字母表示的成績，而不是數字
list_display = ["student","class_study_record",display_record,display_score]
def patch_late(self,selected_pk): #批量修改考勤狀態為遲到
self.model.objects.filter(pk__in=selected_pk).update(record="late")
patch_late.desc="遲到"
actions = [patch_late]
site.register(models.StudentStudyRecord,StudentStudyRecordConfig)record_score.html錄入成績頁面：
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<title>Title</title>
<link rel="stylesheet" href="https://cdn.bootcss.com/bootstrap/4.1.1/css/bootstrap.css">
</head>
<body>
<h3>錄入成績</h3>
<div>
<div>
<div>
<form action="" method="post">
{% csrf_token %}
<table class="table table-bordered table-striped table-hover">
<thead>
<tr>
<th>編號</th>
<th>姓名</th>
<th>考勤</th>
<th>成績</th>
<th>批語</th>
</tr>
</thead>
<tbody>
{% for student_study_record in student_study_record_list %}
<tr>
<td>{{ forloop.counter }}</td>
<td>{{ student_study_record.student }}</td>
<td>
{{ student_study_record.get_record_display }}
</td>
<td>
<select name="score_{{ student_study_record.pk }}" id=""> {#下拉框顯示當前學生成績#}
{% for foo in score_choices %}
{% if student_study_record.score == foo.0 %}
<option selected value="{{ foo.0 }}">{{ foo.1 }}</option> {#已經有成績的顯示器成績，沒有的顯示默認#}
{% else %}
<option value="{{ foo.0 }}">{{ foo.1 }}</option>
{% endif %}
{% endfor %}
</select>
</td>
<td><textarea name="homework_note_{{ student_study_record.pk }}" id="" cols="40" rows="5">{{ student_study_record.homework_note|default_if_none:"" }}</textarea>
</td>
</tr>
{% endfor %}
</tbody>
</table>
<input type="submit" class="btn btn-warning pull-right" value="保存"> {#保存按鈕#}
{% if update %}
<span style="color:green">更新成功</span>
{% endif %}
</form>
</div>
</div>
</div>
</body>
<script>
setTimeout(function(){document.getElementById("show_text").style.display="none";},2000); {# 更新成功顯示2秒後消失 #}
</script>
</html>score.html查看個人成績頁面：
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<title>Title</title>
<link rel="stylesheet" href="https://cdn.bootcss.com/bootstrap/4.1.1/css/bootstrap.css">
<script src="https://cdn.bootcss.com/jquery/3.3.1/jquery.js"></script>
<script src="/static/Highcharts-6.1.0/code/highcharts.js"></script>
</head>
<body>
<h2>查看{{ student }}成績</h2>
<div>
<div>
<div class="col-md-8 col-md-offset-1">
<table class="table table-bordered table-striped table-hover">
<thead>
<tr>
<th>編號</th>
<th>班級</th>
<th>班主任</th>
<th>成績柱狀圖</th>
</tr>
</thead>
<tbody>
{% for cls in class_list %}
<tr>
<td>{{ forloop.counter }}</td>
<td>{{ cls.course }}({{ cls.semester }})</td>
<td>{{ cls.tutor }}</td>
<td><a cid="{{ cls.pk }}">成績柱狀圖</a></td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
<div id="container" style="width: 600px"></div>
<script>
$(".chart_score").click(function () {
var cid=$(this).attr("cid");
$.ajax({
url:"",
type:"get",
data:{
sid:"{{ student.pk }}",
cid:cid
},
success:function (data) {
var chart = Highcharts.chart('container', {
chart: {
type: 'column'
},
title: {
text: '個人成績分布圖'
},
subtitle: {
text: '數據截止 2017-03，來源: <a href="https://en.wikipedia.org/wiki/List_of_cities_proper_by_population">Wikipedia</a>'
},
xAxis: {
type: 'category',
labels: {
rotation: -45 // 設置軸標簽旋轉角度
}
},
yAxis: {
min: 0,
title: {
text: '分數'
}
},
legend: {
enabled: false
},
tooltip: {
pointFormat: '分數: <b>{point.y:.2f} 百萬</b>'
},
series: [{
name: '總人口',
data: data,
dataLabels: {
enabled: true,
rotation: -90,
color: 'red',
align: 'right',
format: '{point.y:.1f}', // :.1f 為保留 1 位小數
y: 10
}
}]
});
}
})
})
</script>
</body>
</html>頁面顯示效果圖如下：
使用自己的stark組件實現crm系統