admin。py
from django.contrib import admin
from crm import models
# Register your models here. 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',) class UserProfileAdmin(admin.ModelAdmin):
list_display = ('user','name') admin.site.register(models.Customer,CustomerAdmin)
admin.site.register(models.CustomerFollowUp)
admin.site.register(models.Enrollment)
admin.site.register(models.Course)
admin.site.register(models.ClassList)
admin.site.register(models.CourseRecord)
admin.site.register(models.Branch)
admin.site.register(models.Role)
admin.site.register(models.Payment)
admin.site.register(models.StudyRecord)
admin.site.register(models.Tag)
admin.site.register(models.UserProfile,UserProfileAdmin)
admin.site.register(models.Menu)
apps.py
from django.apps import AppConfig class CrmConfig(AppConfig):
name = 'crm'
models.py
from django.db import models
from django.contrib.auth.models import User
# Create your models here. class Customer(models.Model):
'''客户信息表'''
name = models.CharField(max_length=32,blank=True,null=True)
qq = models.CharField(max_length=64,unique=True)
qq_name = models.CharField(max_length=64,blank=True,null=True)
phone = models.CharField(max_length=64,blank=True,null=True)
source_choices = ((0,'转介绍'),
(1,'QQ群'),
(2,'官网'),
(3,'百度推广'),
(4,'51CTO'),
(5,'知乎'),
(6,'市场推广')
) source = models.SmallIntegerField(choices=source_choices)
referral_from = models.CharField(verbose_name="转介绍人qq",max_length=64,blank=True,null=True) consult_course = models.ForeignKey("Course",verbose_name="咨询课程")
content = models.TextField(verbose_name="咨询详情")
tags = models.ManyToManyField("Tag",blank=True,null=True)
status_choices = ((0,'已报名'),
(1,'未报名'),
)
status = models.SmallIntegerField(choices=status_choices,default=1)
consultant = models.ForeignKey("UserProfile")
memo = models.TextField(blank=True,null=True)
date = models.DateTimeField(auto_now_add=True) def __str__(self):
return self.qq class Meta:
verbose_name ="客户表"
verbose_name_plural ="客户表" class Tag(models.Model):
name = models.CharField(unique=True,max_length=32) def __str__(self):
return self.name class Meta:
verbose_name = "标签"
verbose_name_plural = "标签" class CustomerFollowUp(models.Model):
'''客户跟进表'''
customer = models.ForeignKey("Customer")
content = models.TextField(verbose_name="跟进内容")
consultant = models.ForeignKey("UserProfile") intention_choices = ((0,'2周内报名'),
(1,'1个月内报名'),
(2,'近期无报名计划'),
(3,'已在其它机构报名'),
(4,'已报名'),
(5,'已拉黑'),
)
intention = models.SmallIntegerField(choices=intention_choices)
date = models.DateTimeField(auto_now_add=True) def __str__(self):
return "<%s : %s>" %(self.customer.qq,self.intention) class Meta:
verbose_name = "客户跟进记录"
verbose_name_plural = "客户跟进记录" class Course(models.Model):
'''课程表'''
name = models.CharField(max_length=64,unique=True)
price = models.PositiveSmallIntegerField()
period = models.PositiveSmallIntegerField(verbose_name="周期(月)")
outline = models.TextField() def __str__(self):
return self.name class Meta:
verbose_name = "课程表"
verbose_name_plural = "课程表" class Branch(models.Model):
'''校区'''
name = models.CharField(max_length=128,unique=True)
addr = models.CharField(max_length=128)
def __str__(self):
return self.name class Meta:
verbose_name = "校区"
verbose_name_plural = "校区" class ClassList(models.Model):
'''班级表'''
branch = models.ForeignKey("Branch",verbose_name="校区")
course = models.ForeignKey("Course")
class_type_choices = ((0,'面授(脱产)'),
(1,'面授(周末)'),
(2,'网络班')
)
class_type = models.SmallIntegerField(choices=class_type_choices,verbose_name="班级类型")
semester = models.PositiveSmallIntegerField(verbose_name="学期")
teachers = models.ManyToManyField("UserProfile")
start_date = models.DateField(verbose_name="开班日期")
end_date = models.DateField(verbose_name="结业日期",blank=True,null=True) def __str__(self):
return "%s %s %s" %(self.branch,self.course,self.semester) class Meta:
unique_together = ('branch','course','semester')
verbose_name_plural = "班级"
verbose_name = "班级" class CourseRecord(models.Model):
'''上课记录'''
from_class = models.ForeignKey("ClassList",verbose_name="班级")
day_num = models.PositiveSmallIntegerField(verbose_name="第几节(天)")
teacher = models.ForeignKey("UserProfile")
has_homework = models.BooleanField(default=True)
homework_title = models.CharField(max_length=128,blank=True,null=True)
homework_content = models.TextField(blank=True,null=True)
outline = models.TextField(verbose_name="本节课程大纲")
date = models.DateField(auto_now_add=True) def __str__(self):
return "%s %s" %(self.from_class,self.day_num) class Meta:
unique_together = ("from_class", "day_num")
verbose_name_plural = "上课记录" class StudyRecord(models.Model):
'''学习记录'''
student = models.ForeignKey("Enrollment")
course_record = models.ForeignKey("CourseRecord")
attendance_choices = ((0,'已签到'),
(1,'迟到'),
(2,'缺勤'),
(3,'早退'),
)
attendance = models.SmallIntegerField(choices=attendance_choices,default=0)
score_choices = ((100,"A+"),
(90,"A"),
(85,"B+"),
(80,"B"),
(75,"B-"),
(70,"C+"),
(60,"C"),
(40,"C-"),
(-50,"D"),
(-100,"COPY"),
(0,"N/A"),
)
score = models.SmallIntegerField(choices=score_choices,default=0)
memo = models.TextField(blank=True,null=True)
date = models.DateField(auto_now_add=True) def __str__(self):
return "%s %s %s" %(self.student,self.course_record,self.score) class Meta:
unique_together = ('student','course_record')
verbose_name_plural = "学习记录" class Enrollment(models.Model):
'''报名表'''
customer = models.ForeignKey("Customer")
enrolled_class = models.ForeignKey("ClassList",verbose_name="所报班级")
consultant = models.ForeignKey("UserProfile",verbose_name="课程顾问")
contract_agreed = models.BooleanField(default=False,verbose_name="学员已同意合同条款")
contract_approved = models.BooleanField(default=False,verbose_name="合同已审核")
date = models.DateTimeField(auto_now_add=True) def __str__(self):
return "%s %s" %(self.customer,self.enrolled_class) class Meta:
unique_together = ("customer","enrolled_class")
verbose_name_plural = "报名表" class Payment(models.Model):
'''缴费记录'''
customer = models.ForeignKey("Customer")
course = models.ForeignKey("Course",verbose_name="所报课程")
amount = models.PositiveIntegerField(verbose_name="数额",default=500)
consultant = models.ForeignKey("UserProfile")
date = models.DateTimeField(auto_now_add=True) def __str__(self):
return "%s %s" %(self.customer,self.amount) class Meta:
verbose_name_plural = "缴费记录" class UserProfile(models.Model):
'''账号表'''
user = models.OneToOneField(User)
name = models.CharField(max_length=32)
roles = models.ManyToManyField("Role",blank=True,null=True) def __str__(self):
return self.name class Role(models.Model):
'''角色表'''
name = models.CharField(max_length=32,unique=True)
menus = models.ManyToManyField("Menu",blank=True) def __str__(self):
return self.name
class Meta:
verbose_name_plural = "角色" class Menu(models.Model):
'''菜单'''
name = models.CharField(max_length=32)
url_name = models.CharField(max_length=64) def __str__(self):
return self.name
urls.py
from django.conf.urls import url
from crm import views urlpatterns = [
url(r'^$', views.index,name="sales_index"),
url(r'^customers/$', views.customer_list,name="customer_list"),
]
views.py
from django.shortcuts import render
# Create your views here.
def index(request):
return render(request,"index.html")
def customer_list(request):
return render(request,"sales/customers.html")