CRM客户关系管理系统(十二)

时间:2023-01-22 04:59:04

十二章、学员报名流程开发 2

 12.1.学员报名合同和证件信息上传

功能:

  • 必须勾选报名合同协议
  • 必须上传个人证件信息
  • 最多只能上传三个文件
  • 文件大小2M以内
  • 列出已上传文件

(1)crm/urls.py

urlpatterns = [
#上传个人证件信息
url(r'^enrollment/(\d+)/fileupload/$', views.enrollment_fileupload,name='enrollment_fileupload'),
]

(2)crm./views.py

建一个上传文件的文件夹

CRM客户关系管理系统(十二)

import os,json

from django.views.decorators.csrf import csrf_exempt
from django import conf @csrf_exempt
def enrollment_fileupload(request,enrollment_id):
'''学员报名文件上传'''
enrollment_upload_dir = os.path.join(conf.settings.CRM_FILE_UOLOAD_DIR,enrollment_id)
#第一次上传图片就创建目录,学员上传第二章图片的时候,会判断目录是否已经存在
#因为如果目录存在还mkdir就会报错,所以这里要做判断
if not os.path.isdir(enrollment_upload_dir):
os.mkdir(enrollment_upload_dir)
#获取上传文件的对象
file_obj = request.FILES.get('file')
#最多只允许上传3个文件
if len(os.listdir(enrollment_upload_dir)) <= 3:
#把图片名字拼接起来(file.name:上传的文件名字)
with open(os.path.join(enrollment_upload_dir,file_obj.name),'wb') as f:
for chunks in file_obj.chunks():
f.write(chunks)
else:
return HttpResponse(json.dumps({'status':False,'err_msg':'最多只能上传三个文件'})) return HttpResponse(json.dumps({'status':True,}),) def enrollment(request,enrollment_id):
'''学员在线报名表地址''' enrollment_obj = models.StudentEnrollment.objects.get(id=enrollment_id) if request.method == 'POST':
customer_form = form.CustomerForm(instance=enrollment_obj.customer,data=request.POST)
if customer_form.is_valid():
customer_form.save()
return HttpResponse("你已成功提交报名信息,请等待审核,欢迎加入仙剑奇侠传")
else:
customer_form = form.CustomerForm(instance=enrollment_obj.customer) # 列出学员已上传的文件
upload_files = []
enrollment_upload_dir = os.path.join(conf.settings.CRM_FILE_UOLOAD_DIR, enrollment_id)
if os.path.isdir(enrollment_upload_dir):
upload_files = os.listdir(enrollment_upload_dir) return render(request,'crm/enrollment.html',locals())

(3)settings.py

#学员个人信息图片上传路径
CRM_FILE_UOLOAD_DIR = os.path.join(BASE_DIR,'crm/upload_files/enrollment_data',)

(4)crm/enrollment.html

dropzone下载和使用

css和js放到statics下面

CRM客户关系管理系统(十二)

{#templates/crm/enrollment.html#}

{% extends 'index.html' %}
{% load staticfiles %} {% block extra-css %}
<link rel="stylesheet" href="{% static 'plugins/dropzone/dropzone.css' %}"> {% endblock %} {% block body %} <div class="container">
<h3>仙剑奇侠传|学员报名</h3> <div class="panel panel-primary">
<div class="panel-heading">
<h3 class="panel-title">学员在线报名</h3>
</div> <div class="panel-body"> <form class="form" method="post" onsubmit="return BeforeFormSubmit(this)">
{% csrf_token %}
{% for field in customer_form %}
<div class="form-group col-lg-6">
<label class="col-sm-2 control-label">{{ field.label }}</label>
<div class="col-sm-10">
{{ field }}
<span style="color: red;">{{ field.errors.0 }}</span>
</div>
</div>
{% endfor %} <div class="form-group col-lg-6">
<label class="col-sm-2 control-label">报名班级</label>
<div class="col-sm-10">
{{ enrollment_obj.class_grade }}
</div>
</div> <div class="form-group col-lg-6">
<label class="col-sm-2 control-label">学费</label>
<div class="col-sm-10">
{{ enrollment_obj.class_grade.course.price }}
</div>
</div>
<hr>
<pre style="height: 400px;">{{ enrollment_obj.class_grade.contract_template.content }}</pre>
<input type="checkbox" name="contract_agreed">我已认真阅读,无条件同意。 {# <div class="col-sm-offset-11 col-sm-2">#}
<input style="padding: 10px;" type="submit" class="btn btn-success col-sm-offset-11" value="提交">
{# </div>#}
</form>
<br>
<p style="color: blueviolet;">已上传文件列表</p>
<ul id="uploaded_files">
{% for file in upload_files %}
<li>{{ file }}</li>
{% endfor %}
</ul> <form id="myAwesomeDropzone" action="{% url 'enrollment_fileupload' enrollment_obj.id %}" class="dropzone">
<div class="fallback">
<input name="file" type="file" multiple />
</div>
</form> </div> <div class="panel-footer"><a href="http://www.cnblogs.com/derek1184405959/">zhang_derek</a></div>
</div> </div> <script> function BeforeFormSubmit(ele) {
$(":disabled").removeAttr("disabled"); if ($("#uploaded_files").children().length ==0){
alert("请上传个人证件信息!")
return false
} if (!$("input[name='contract_agreed']").prop("checked")){
alert("必须勾选仙剑奇侠传合同协议")
return false
}
//return false;
} </script> {% endblock %} {% block extra-js %}
<script src="{% static 'plugins/dropzone/dropzone.js' %}"></script> <script> // "myAwesomeDropzone" is the camelized version of the HTML element's ID
Dropzone.options.myAwesomeDropzone = {
paramName: "file", // The name that will be used to transfer the file
maxFilesize: 2, // MB
maxFiles:2,
parallelUploads:1,
accept: function(file, done) {
if (file.name == "justinbieber.jpg") {
done("Naha, you don't.");
}
else { done(); }
}
}; $(function() {
// Now that the DOM is fully loaded, create the dropzone, and setup the
// event listeners
// Prevent Dropzone from auto discovering this element:
Dropzone.options.myAwesomeDropzone = false;
var myDropzone = new Dropzone("#myAwesomeDropzone");
myDropzone.on("success", function(file,response) {
/* Maybe display some more file information on your page */
console.log("completet", file, response);
var response = JSON.parse(response);
if (!response.status){
alert(response.err_msg);
}else {
$("#uploaded_files").append("<li>"+ file.name +"</li>"); } });
}) </script> {% endblock %}

效果:

合同

CRM客户关系管理系统(十二)

 上传证件信息(直接把文件拖进去就可以了)

CRM客户关系管理系统(十二)

12.2.合同审核

(1)学员提交报名信息后,把contract_agreed改为True,并保存提交的时间

CRM客户关系管理系统(十二)

(2)提交报名信息后,就应该是等待审核状态

CRM客户关系管理系统(十二)

CRM客户关系管理系统(十二)

(3)已经生产报名链接的,点“下一步”,跳转“合同审核”页面

  • 没有生产报名链接的点“下一步”,生产报名连接
  • 已经生成过的,点“下一步”,会报错,因为赢生成过了链接
  • 所以在这里要抓住这个异常,生成过的点“下一步”,应该是跳到“合同审核”页面

CRM客户关系管理系统(十二)

抓住异常

@login_required
def stu_enrollment(request):
'''学员报名'''
customers = models.CustomerInfo.objects.all()
class_lists = models.ClassList.objects.all() if request.method == 'POST':
#获取提交的客户id和班级id,然后生成报名链接
customer_id = request.POST.get('customer_id')
class_grade_id = request.POST.get('class_grade_id')
try:
enrollment_obj = models.StudentEnrollment.objects.create(
customer_id = customer_id,
class_grade_id = class_grade_id,
consultant_id = request.user.userprofile.id
)
#已经生成过报名链接,就进入审核页面
except IntegrityError as e:
enrollment_obj = models.StudentEnrollment.objects.get(customer_id = customer_id,class_grade_id = class_grade_id)
if enrollment_obj.contract_agreed:
return redirect("/crm/stu_enrollment/%s/contract_audit/"% enrollment_obj.id) #生成链接返回到前端
enrollment_link = "http://localhost:8000/crm/enrollment/%s"% enrollment_obj.id return render(request,'crm/stu_enrollment.html',locals())

 合同审核

(4)crm/urls.py

#合同审核
url(r'^stu_enrollment/(\d+)/contract_audit/$', views.contract_audit,name='contract_audit'),

(5)crm/views.py

  • 获取到学员信息表单
  • 勾选审核后,提交
  • 后台:把学生加到对应班级里面
  • 把学生的状态改成报名
@login_required
def contract_audit(request,enrollment_id):
'''合同审核''' enrollment_obj = models.StudentEnrollment.objects.get(id=enrollment_id)
if request.method == 'POST':
enrollment_form = form.EnrollmentForm(instance=enrollment_obj,data=request.POST)
if enrollment_form.is_valid():
enrollment_form.save()
stu_obj = models.Student.objects.get_or_create(customer=enrollment_obj.customer)[0]
#m2m, 添加班级
stu_obj.class_grades.add(enrollment_obj.class_grade_id)
stu_obj.save()
#改变报名
enrollment_obj.customer.status = 1
enrollment_obj.save()
return redirect("/kingadmin/crm/customerinfo/%s/change"%enrollment_obj.customer.id)
else:
#拿到客户信息的表单
customer_form = form.CustomerForm(instance=enrollment_obj.customer)
enrollment_form = form.EnrollmentForm(instance=enrollment_obj)
return render(request,'crm/contract_audit.html',locals())

(6)crm/contract_audit.html

{#crm/contract_audit.html#}

{% extends 'index.html' %}

{% block right-content-container %}
<h3>学员报名|合同审核</h3> <form class="form-horizontal" method="post" onsubmit="BeforeFormSubmit(this)">{% csrf_token %} {{ customer_form }}
{{ enrollment_form }} <input type="submit" class="btn btn-success pull-right" value="审核通过" > </form> <script>
function BeforeFormSubmit(ele) {
$(":disabled").removeAttr("disabled");
} </script>
{% endblock %}