一、项目环境

语言：python3
IDE:pycharm
组件：bootstarp，jQuery

二、模型

2.1编写模型

　　联合唯一

　　class Meta：显示中文名。　

　　认证使用django自带的User表，跟我们的用户表进行关联

　　　　　　from django.contrib.auth.models import User

  1 from django.db import models
  2 from django.contrib.auth.models import User
  3 
  4 # Create your models here.
  5 
  6 
  7 class Customer(models.Model):
  8     """客户信息表"""
  9     name = models.CharField(max_length=32, blank=True, null=True)
 10     #32个字节，中文10个,第一次来不会告诉你为空,blank是在django-admin里面的限制。一般都是成对出现
 11     qq = models.CharField(max_length=64,unique=True)
 12     #以qq为主，可以是手机，微信
 13     phone = models.CharField(max_length=64,blank=True,null=True)
 14     source_choices = (
 15         ("0","转介绍"),
 16         ("1","QQ群"),
 17         ("2","官网"),
 18         ("3","百度推广"),
 19         ("4","51CTO"),
 20         ("5","知乎"),
 21         ("6","市场推广"),
 22     )
 23     source = models.SmallIntegerField(choices=source_choices)
 24     referral_name = models.CharField(verbose_name="转介绍人qq",max_length=64,blank=True,null=True)
 25     #咨询的课程
 26     consult_course = models.ForeignKey("Course", verbose_name="咨询课程")
 27     #描述客户信息
 28     content = models.TextField(verbose_name="咨询详情")
 29     consultant = models.ForeignKey("UserProfile")
 30     memo = models.TextField(blank=True,null=True)
 31     tags = models.ManyToManyField("Tag",blank=True,null=True)
 32     date = models.DateField(auto_now_add=True)
 33 
 34     def __str__(self):
 35         return self.qq
 36     class Meta:
 37         verbose_name_plural = "客户表"
 38 
 39 class Tag(models.Model):
 40     name = models.CharField(unique=True,max_length=32)
 41 
 42     def __str__(self):
 43         return self.name
 44     class Meta:
 45         verbose_name_plural = "标签表"
 46 
 47 class CustomerFollowUp(models.Model):
 48     """客户跟进表"""
 49     customer = models.ForeignKey("Customer")
 50     content = models.TextField("跟进内容")
 51     consultant = models.ForeignKey("UserProfile")
 52     intention_choices = (
 53         (0,"两周内报名"),
 54         (1,"1个月内报名"),
 55         (2,"近期无报名计划"),
 56         (3,"已在其他机构报名"),
 57         (4,"已报名"),
 58         (5,"已拉黑"),
 59     )
 60     intention = models.SmallIntegerField(choices=intention_choices)
 61     date = models.DateTimeField(auto_now_add=True)
 62     def __str__(self):
 63         return "<%s :%s>"%(self.customer,self.intention)
 64     class Meta:
 65         verbose_name_plural = "客户跟进表"
 66 
 67 
 68 
 69 
 70 
 71 class Course(models.Model):
 72     """课程表"""
 73     name = models.CharField(max_length=64,unique=True)
 74     price = models.PositiveIntegerField()
 75     #周期
 76     period = models.PositiveIntegerField(verbose_name="周期（月）")
 77     outline = models.TextField()
 78     def __str__(self):
 79         return self.name
 80     class Meta:
 81         verbose_name_plural = "课程表"
 82     
 83 
 84 class ClassList(models.Model):
 85     """班级表"""
 86     branch = models.ForeignKey("Branch")
 87     #创建班级的时候，关联课程
 88     course = models.ForeignKey("Course")
 89     class_type_choices = (
 90         (0,"面授-脱产"),
 91         (0,"面授-周末"),
 92         (0,"面授-周末"),
 93     )
 94     class_type = models.SmallIntegerField(choices=class_type_choices,verbose_name="授课方式")
 95     semester = models.PositiveSmallIntegerField("学期")
 96     teachers = models.ManyToManyField("UserProfile")
 97     star_date =  models.DateField(verbose_name="开班日期")
 98     end_date =  models.DateField(verbose_name="结业日期",blank=True,null=True)
 99 
100     def __str__(self):
101         return "%s %s %s"%(self.branch,self.course,self.semester)
102     class Meta:
103         unique_together = ('branch','course','semester')
104         verbose_name_plural = "班级表"
105 
106 
107 class Branch(models.Model):
108     """校区"""
109     name = models.CharField(max_length=128,unique=True)
110     addr = models.CharField(max_length=128)
111     def __str__(self):
112         return self.name
113     class Meta:
114         verbose_name_plural = "校区"
115 
116 class CourseRecord(models.Model):
117     """上课记录"""
118     from_class = models.ForeignKey("ClassList",verbose_name="班级")
119     day_num = models.PositiveSmallIntegerField(verbose_name="第几节")
120     teacher = models.ForeignKey("UserProfile")
121     has_homework = models.BooleanField(default=True)
122     homework_tittle = models.CharField(max_length=128,blank=True,null=True)
123     homework_content = models.TextField(blank=True,null=True)
124     outline = models.TextField(verbose_name="本节课程大纲")
125     date = models.DateField(auto_now_add=True)
126     
127     
128     def __str__(self):
129         return "%s %s"%(self.from_class,self.day_num)
130     
131     class Meta:
132         unique_together = ("from_class","day_num")
133         verbose_name_plural = "上课记录"
134         
135 class StudyRecord(models.Model):
136     """学习记录表"""
137     student = models.ForeignKey("Enrollment")
138     course_record = models.ForeignKey("CourseRecord")
139     attendance_choices = (
140         (0,"已签到"),
141         (1,"迟到"),
142         (2,"缺钱"),
143         (3,"早退"),
144     )
145     attendance = models.SmallIntegerField(choices=attendance_choices)
146     #使用数字便于统计
147     score_choices = ((100,"A+"),
148                      (90,"A"),
149                      (85,"B+"),
150                      (80,"B"),
151                      (75,"B-"),
152                      (70,"C+"),
153                      (60,"C"),
154                      (40,"C-"),
155                      (-50,"D"),
156                      (-100,"COPY"),
157                      (0,"N/A"),
158                      )
159     score = models.SmallIntegerField(choices=score_choices)
160     memo = models.TextField(blank=True,null=True)
161     date = models.DateField(auto_now_add=True)
162     def __str__(self):
163         return "%s %s %s" %(self.student,self.course_record,self.score)
164     class Meta:
165         unique_together = ('student','course_record')
166         verbose_name_plural = "学习记录表"
167     
168 
169 """
170 一个学生报完名，需要合同（可以报名多个）
171 上课记录等等，所以需要一个报名表
172 学生本人的信息在  客户信息表  中，
173 """
174 class Enrollment(models.Model):
175     """报名表"""
176     customer = models.ForeignKey("Customer")
177     enrolled_class = models.ForeignKey("ClassList",verbose_name="所报班级")
178     consultant = models.ForeignKey("UserProfile",verbose_name="课程顾问")
179     contract_agreed = models.BooleanField(default=False,verbose_name="学院已同意合同条款")
180     contract_approved = models.BooleanField(default=False,verbose_name="合同与审核")
181     date = models.DateTimeField(auto_now_add=True)
182     
183     def __str__(self):
184         return "%s %s"%(self.customer,self.enrolled_class)
185     class Meta:
186         unique_together = ("customer","enrolled_class")
187         verbose_name_plural = "报名表"
188         
189         
190 class Payment(models.Model):
191     """缴费记录"""
192     customer = models.ForeignKey("Customer")
193     course = models.ForeignKey("Course",verbose_name="所报课程")
194     amount = models.PositiveIntegerField(verbose_name="金额",default=500)#定金500
195     consultant = models.ForeignKey("UserProfile")
196     date = models.DateTimeField(auto_now_add=True)
197     
198     def __str__(self):
199         return "%s %s" %(self.customer,self.amount)
200     class Meta:
201         verbose_name_plural = "缴费记录表"
202     
203 
204 class UserProfile(models.Model):
205     """账号表"""
206     """跟djaogo的user表进行关联，这样认证等问题，就可以很简单的解决了"""
207     user = models.OneToOneField(User)
208     name = models.CharField(max_length=32)
209     roles = models.ManyToManyField("Role",blank=True,null=True)
210     class Meta:
211         verbose_name_plural = "账号表"
212     
213 
214 
215 class Role(models.Model):
216     """角色表"""
217     name = models.CharField(max_length=32,unique=True)
218     def __str__(self):
219         return self.name
220     class Meta:
221         verbose_name_plural = "角色表"

模型

2.2 注册表

该注册表是为了在admin中可以显示该表。

 1 from django.contrib import admin
 2 from crm import models
 3 
 4 admin.site.register(models.Customer)
 5 admin.site.register(models.CustomerFollowUp)
 6 admin.site.register(models.Enrollment)
 7 admin.site.register(models.Course)
 8 admin.site.register(models.ClassList)
 9 admin.site.register(models.CourseRecord)
10 admin.site.register(models.Branch)
11 admin.site.register(models.Role)
12 admin.site.register(models.Payment)
13 admin.site.register(models.StudyRecord)
14 admin.site.register(models.Tag)
15 admin.site.register(models.UserProfile)

2.3 数据库同步

　　　　Python manage.py makemigrations

　　　　python manage.py migrate

2.4 创建超级管理员

　　　　python manage.py createsuperuser

2.5 登入后台

2.6 数据显示

我们在模型中定义了很多字段，但是admin中只显示了id列。so 我们需要自定制admin

class CustomerAdmin(admin.ModelAdmin):
    list_display = ('id','qq','source','consultant','content','status','date')
    list_filter = ('source','consultant','date')
    search_fields = ('qq','name')
    raw_id_fields = ('consult_course',)
    filter_horizontal = ('tags',)
    list_editable = ('status','consultant')#可在信息表中直接修改

class UserProfileAdmin(admin.ModelAdmin):
    list_display = ('user','name')
    
admin.site.register(models.UserProfile,UserProfileAdmin)
admin.site.register(models.Customer,CustomerAdmin)

效果图如下，非常的明显：

秒客网

CRM项目-1模型与站点管理