Python CRM项目一

开发环境:

1. 语言Python3.X以上
2. MTV WEB框架 Django
3. 前端框架 jQuery+bootstrap
4. 数据库 MySQL

运行环境

1. 安装Python3.x
2. 安装Django
3. 除IE8以上的浏览器

项目需求:重写Django Admin的功能,实现对表动态的增删改查,实现权限的动态分配,实现自定义Action,等一系列组件扩展功能

项目功能图:

项目表UML表关系图

models.py表关系创建

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,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,'转介绍'),(1,'QQ群'),(2,'官网'),(3,'百度推广'),(4,'51cto'),(5,'知乎推荐'),(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,null=True,blank=True)
    consult_course = models.ForeignKey('Course',verbose_name='咨询课程')
    content = models.TextField(verbose_name='咨询详情')
    consultant = models.ForeignKey('UserProfile',verbose_name='销售')
    tags = models.ManyToManyField('Tag',blank=True,null=True);
    memo = models.TextField(blank=True,null=True)
    status_choice = (('signed','已报名'),('unregistered','未报名'))
    status = models.CharField(max_length=64,choices=status_choice,default='unregistered',verbose_name='客户状态')
    date = models.DateTimeField(auto_now_add=True)

    class Meta:
        verbose_name_plural = '客户'

    def __str__(self):
        return self.name

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个月报名'),(2,'近期无报名计划'),(3,'已在其他机构报名'),(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_plural = '客户跟进记录'

class Course(models.Model):
    '''课程表'''
    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 = '课程'

class Branch(models.Model):
    '''校区表'''
    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 = '校区'

class ClassList(models.Model):
    '''班级表'''
    branch = models.ForeignKey('Branch',verbose_name='分校')
    course = models.ForeignKey('Course')
    semester = models.PositiveSmallIntegerField(verbose_name='学期')
    teachers =  models.ManyToManyField('UserProfile')
    class_type_choice = ((0,'面授班(脱产)'),(1,'面授班(周末)'),(2,'网络班'))
    class_type = models.SmallIntegerField(choices=class_type_choice)
    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'



class CourseRecord(models.Model):
    '''上课记录表'''
    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=256,blank=True,null=True)
    homework_content = models.TextField(blank=True,null=True)
    outline = models.TextField(verbose_name='本节课大纲')
    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 = '上课记录'


class StudyRecord(models.Model):
    '''学习记录表'''
    student = models.ForeignKey('Enrollment')
    course_record = models.ForeignKey('CourseRecord')
    attendance_choice = ((0,'已签到'),(1,'迟到'),(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 = '学习记录'




class Enrollment(models.Model):
    '''学生报名表(学生报名信息,合同,入学日期,所报班级)'''
    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')
    contact_agreed = models.BooleanField(default=False,verbose_name='学生已同意合同条款')
    contact_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'

class Payment(models.Model):
    '''缴费记录'''
    customer = models.ForeignKey('Customer')
    course = models.ForeignKey('Course')
    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=64,unique=True)

    def __str__(self):
        return self.name

    class Meta:
        verbose_name_plural = '角色'

class Tag(models.Model):
    '''标签备注'''
    name = models.CharField(max_length=64,unique=True)

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

在Settings文件中配置静态文件路径

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

更改默认的数据库

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()