Django CRM客戶關系管理系統

CRM需求分析

    隨着信息化時代帶來的科技創新，CRM客戶關系管理系統帶來的效益在已經成為很多企業提高競爭優勢的一分部，CRM客戶關系管理系統將企業管理和客戶關系管理集成到統一的平台，其系統功能主要體現在企業與客戶之間的業務和企業內部之前部門之間的業務。因此CRM客戶關系管理系統不但可以記錄企業自內部信息，對於客戶信息存儲也是可以做到的，其中還涉及市場競爭對手的情報資料，還包括了企業進行營銷、銷售及支持服務所需的各種數據。

功能實現

　　(1)建議統一的信息編碼系統;

　　(2)設計能夠良好反映事物特性的數據模型;

　　(3)划分數據庫管理，在分布式數據庫管理系統和網絡平台基礎上，涉及全局共享及局部共享數據庫，以支持分布式數據處理，實現各分系統之間及其內部各功能模塊之間的信息集成。

　　(4)提供強大的數據庫管理系統，並在此基礎上增加拿過來的完善的客戶銷售數據庫、客戶市場數據庫、客戶支持與服務數據庫、企業綜合信息數據庫等。

  CRM客戶關系管理系統的管理理念始終是以客戶為中心的，不同的管理系統有着自己不同的數據處理方式，因此企業在構建自己的客戶關系管理數據庫時需要注意系統的特性和其他企業管理軟件的協調。

  對於中小型企業在客戶關系管理系統上的應用，可有助於企業對客戶信息管理混亂狀態的改善，加強了企業和客戶之間的聯系，因此下面是中小企業在面對客戶關系管理系統時所需的需求：

 　　(1)因為是小型企業，系統將只設系統管理員，管理員擁有對企業全部系統資料的操作權限。

　　 (2)客戶管理模塊，基本資料的添加、修改、刪除和查詢功能;與客戶相關的聯系人資料的添加、修改、刪除和查詢功能。另外，當查詢到需要信息的時候，系統應提供報表和打印功能，以供公司領導作出決策。

　 　(3)客戶銷售管理模塊，有基本的添加、修改、刪除和查詢功能。其目標是提高客戶銷售數據的准確性、及時性和完整性，對客戶銷售進行有效管理，提供決策支持所需的數據。

     (4)服務反饋模塊，有基本的添加、修改、刪除和查詢功能，其目標是及時記錄客戶反饋的信息，提供有競爭力的售后支持、修理和維護服務

 

模型分析：

 

好了 開始寫項目吧！

    首先創建django項目：

            環境：Python3

            工具： pycharm

            用到的插件：jquery bootsharp

• 創建項目：
• 根據關系編寫model 認證方式繼承於django自帶認證from django.contrib.auth.models import User

from django.db import models
from django.contrib.auth.models import User
# Create your models here.


class Customer(models.Model):
'''客戶信息表'''
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,'轉介紹'),
(1,'QQ群'),
(2,'官網'),
(3,'百度推廣'),
(4,'51CTO'),
(5,'知乎'),
(6,'市場推廣')
)

source = models.SmallIntegerField(choices=source_choices)
referral_from = models.CharField(verbose_name="轉介紹人qq",max_length=64,blank=True,null=True)

consult_course = models.ForeignKey("Course",verbose_name="咨詢課程")
content = models.TextField(verbose_name="咨詢詳情")
tags = models.ManyToManyField("Tag",blank=True,null=True)
status_choices = ((0,'已報名'),
(1,'未報名'),
)
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 ="客戶表"
verbose_name_plural ="客戶表"

class Tag(models.Model):
name = models.CharField(unique=True,max_length=32)

def __str__(self):
return self.name

class Meta:
verbose_name = "標簽"
verbose_name_plural = "標簽"

class CustomerFollowUp(models.Model):
'''客戶跟進表'''
customer = models.ForeignKey("Customer")
content = models.TextField(verbose_name="跟進內容")
consultant = models.ForeignKey("UserProfile")

intention_choices = ((0,'2周內報名'),
(1,'1個月內報名'),
(2,'近期無報名計划'),
(3,'已在其它機構報名'),
(4,'已報名'),
(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 = "客戶跟進記錄"
verbose_name_plural = "客戶跟進記錄"

class Course(models.Model):
'''課程表'''
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 = "課程表"
verbose_name_plural = "課程表"

class Branch(models.Model):
'''校區'''
name = models.CharField(max_length=128,unique=True)
addr = models.CharField(max_length=128)
def __str__(self):
return self.name


class Meta:
verbose_name = "校區"
verbose_name_plural = "校區"

class ClassList(models.Model):
'''班級表'''
branch = models.ForeignKey("Branch",verbose_name="校區")
course = models.ForeignKey("Course")
class_type_choices = ((0,'面授(脫產)'),
(1,'面授(周末)'),
(2,'網絡班')
)
class_type = models.SmallIntegerField(choices=class_type_choices,verbose_name="班級類型")
semester = models.PositiveSmallIntegerField(verbose_name="學期")
teachers = models.ManyToManyField("UserProfile")
start_date = models.DateField(verbose_name="開班日期")
end_date = models.DateField(verbose_name="結業日期",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 = "班級"
verbose_name = "班級"

class CourseRecord(models.Model):
'''上課記錄'''
from_class = models.ForeignKey("ClassList",verbose_name="班級")
day_num = models.PositiveSmallIntegerField(verbose_name="第幾節(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="本節課程大綱")
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 = "上課記錄"


class StudyRecord(models.Model):
'''學習記錄'''
student = models.ForeignKey("Enrollment")
course_record = models.ForeignKey("CourseRecord")
attendance_choices = ((0,'已簽到'),
(1,'遲到'),
(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 = "學習記錄"


class Enrollment(models.Model):
'''報名表'''
customer = models.ForeignKey("Customer")
enrolled_class = models.ForeignKey("ClassList",verbose_name="所報班級")
consultant = models.ForeignKey("UserProfile",verbose_name="課程顧問")
contract_agreed = models.BooleanField(default=False,verbose_name="學員已同意合同條款")
contract_approved = models.BooleanField(default=False,verbose_name="合同已審核")
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 = "報名表"

class Payment(models.Model):
'''繳費記錄'''
customer = models.ForeignKey("Customer")
course = models.ForeignKey("Course",verbose_name="所報課程")
amount = models.PositiveIntegerField(verbose_name="數額",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 = "繳費記錄"

class UserProfile(models.Model):
'''賬號表'''
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):
'''菜單'''
name = models.CharField(max_length=32)
url_name = models.CharField(max_length=64)

def __str__(self):
return self.name

 

• 關於django class Meta 解釋以及其他設置

• 注冊數據表

crm/admin.py

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) 16 admin.site.register(models.Menu)

Python manage.py makemigrations python manage.py migrate

C:\Users\MrTong\Desktop\django\EasyCRM>Python manage.py makemigrations
System check identified some issues:
WARNINGS:
crm.Customer.tags: (fields.W340) null has no effect on ManyToManyField.
crm.UserProfile.roles: (fields.W340) null has no effect on ManyToManyField.
Migrations for 'crm':
  crm\migrations\0001_initial.py
    - Create model Branch
    - Create model ClassList
    - Create model Course
    - Create model CourseRecord
    - Create model Customer
    - Create model CustomerFollowUp
    - Create model Enrollment
    - Create model Menu
    - Create model Payment
    - Create model Role
    - Create model StudyRecord
    - Create model Tag
    - Create model UserProfile
    - Add field consultant to payment
    - Add field course to payment
    - Add field customer to payment
    - Add field consultant to enrollment
    - Add field customer to enrollment
    - Add field enrolled_class to enrollment
    - Add field consultant to customerfollowup
    - Add field customer to customerfollowup
    - Add field consultant to customer
    - Add field tags to customer
    - Add field teacher to courserecord
    - Add field course to classlist
    - Add field teachers to classlist
    - Alter unique_together for studyrecord (1 constraint(s))
    - Alter unique_together for enrollment (1 constraint(s))
    - Alter unique_together for courserecord (1 constraint(s))
    - Alter unique_together for classlist (1 constraint(s))
C:\Users\MrTong\Desktop\django\EasyCRM>Python manage.py migrate
System check identified some issues:
WARNINGS:
crm.Customer.tags: (fields.W340) null has no effect on ManyToManyField.
crm.UserProfile.roles: (fields.W340) null has no effect on ManyToManyField.
Operations to perform:
  Apply all migrations: admin, auth, contenttypes, crm, sessions
Running migrations:
  Applying contenttypes.0001_initial... OK
  Applying auth.0001_initial... OK
  Applying admin.0001_initial... OK
  Applying admin.0002_logentry_remove_auto_add... OK
  Applying contenttypes.0002_remove_content_type_name... OK
  Applying auth.0002_alter_permission_name_max_length... OK
  Applying auth.0003_alter_user_email_max_length... OK
  Applying auth.0004_alter_user_username_opts... OK
  Applying auth.0005_alter_user_last_login_null... OK
  Applying auth.0006_require_contenttypes_0002... OK
  Applying auth.0007_alter_validators_add_error_messages... OK
  Applying auth.0008_alter_user_username_max_length... OK
  Applying crm.0001_initial... OK
  Applying sessions.0001_initial... OK

• 創建管理用戶 （密碼不能純數字）

  Python manage.py createsuperuser

C:\Users\MrTong\Desktop\django\EasyCRM>python manage.py createsuperuser
System check identified some issues:
WARNINGS:
crm.Customer.tags: (fields.W340) null has no effect on ManyToManyField.
crm.UserProfile.roles: (fields.W340) null has no effect on ManyToManyField.
Username (leave blank to use 'mrtong'):
Email address: [e-mail]
Password:
Password (again):
Superuser created successfully.

 

• OK 先來登陸admin吧 

• 接下來創建幾條數據吧！ 

數據創建完成了，但是我們發現了一個問題，我們創建了那么多字段為什么只而admin只顯示了主鍵字段，這樣的話查看數據就非常的不方便，因此我們就需要對admin進行定制了！

        我們繼續修改crm/admin.py

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.UserProfile,UserProfileAdmin)

     效果顯而易見 

 

編寫自己的admin 管理系統