Python CRM項目一

開發環境:

1. 語言Python3.X以上
2. MTV WEB框架 Django
3. 前端框架 jQuery+bootstrap
4. 數據庫 MySQL

運行環境

1. 安裝Python3.x
2. 安裝Django
3. 除IE8以上的瀏覽器

項目需求:重寫Django Admin的功能,實現對表動態的增刪改查,實現權限的動態分配,實現自定義Action,等一系列組件擴展功能

項目功能圖:

項目表UML表關系圖

models.py表關系創建

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,null=True,blank=True)
    qq = models.CharField(max_length=64,unique=True)
    qq_name = models.CharField(max_length=64,null=True,blank=True)
    phone = models.CharField(max_length=64,null=True,blank=True)
    source_choices = ((0,'轉介紹'),(1,'QQ群'),(2,'官網'),(3,'百度推廣'),(4,'51cto'),(5,'知乎推薦'),(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,null=True,blank=True)
    consult_course = models.ForeignKey('Course',verbose_name='咨詢課程')
    content = models.TextField(verbose_name='咨詢詳情')
    consultant = models.ForeignKey('UserProfile',verbose_name='銷售')
    tags = models.ManyToManyField('Tag',blank=True,null=True);
    memo = models.TextField(blank=True,null=True)
    status_choice = (('signed','已報名'),('unregistered','未報名'))
    status = models.CharField(max_length=64,choices=status_choice,default='unregistered',verbose_name='客戶狀態')
    date = models.DateTimeField(auto_now_add=True)

    class Meta:
        verbose_name_plural = '客戶'

    def __str__(self):
        return self.name

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個月報名'),(2,'近期無報名計划'),(3,'已在其他機構報名'),(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_plural = '客戶跟進記錄'

class Course(models.Model):
    '''課程表'''
    name = models.CharField(max_length=128,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_plural = '課程'

class Branch(models.Model):
    '''校區表'''
    name = models.CharField(max_length=128,unique=True)
    addr = models.CharField(max_length=512)

    def __str__(self):
        return self.name

    class Meta:
        verbose_name_plural = '校區'

class ClassList(models.Model):
    '''班級表'''
    branch = models.ForeignKey('Branch',verbose_name='分校')
    course = models.ForeignKey('Course')
    semester = models.PositiveSmallIntegerField(verbose_name='學期')
    teachers =  models.ManyToManyField('UserProfile')
    class_type_choice = ((0,'面授班(脫產)'),(1,'面授班(周末)'),(2,'網絡班'))
    class_type = models.SmallIntegerField(choices=class_type_choice)
    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'



class CourseRecord(models.Model):
    '''上課記錄表'''
    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=256,blank=True,null=True)
    homework_content = models.TextField(blank=True,null=True)
    outline = models.TextField(verbose_name='本節課大綱')
    date = models.DateTimeField(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):
    '''學習記錄表'''
    student = models.ForeignKey('Enrollment')
    course_record = models.ForeignKey('CourseRecord')
    attendance_choice = ((0,'已簽到'),(1,'遲到'),(2,'缺勤'),(3,'早退'))
    attendance = models.SmallIntegerField(choices=attendance_choice,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)
    memo = models.TextField(blank=True,null=True)
    date = models.DateTimeField(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):
    '''學生報名表(學生報名信息,合同,入學日期,所報班級)'''
    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')
    contact_agreed = models.BooleanField(default=False,verbose_name='學生已同意合同條款')
    contact_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'

class Payment(models.Model):
    '''繳費記錄'''
    customer = models.ForeignKey('Customer')
    course = models.ForeignKey('Course')
    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=64,unique=True)

    def __str__(self):
        return self.name

    class Meta:
        verbose_name_plural = '角色'

class Tag(models.Model):
    '''標簽備注'''
    name = models.CharField(max_length=64,unique=True)

    def __str__(self):
        return self.name
    class Meta:
        verbose_name_plural = '標簽'

在Settings文件中配置靜態文件路徑

STATIC_URL = '/static/'
STATICFILES_DIRS =(
    os.path.join(BASE_DIR,'static'),
)

更改默認的數據庫

DATABASES = {
'default': {
        'ENGINE': 'django.db.backends.mysql',
        'NAME': 'prefect_crm',
        'USER': 'root',
        'PASSWORD': 'oldboy',
        'HOST': '127.0.0.1',
        'PORT': '3306'
    }
}

在app下的__init__.py中插入

import pymysql
pymysql.install_as_MySQLdb()