CRM（2）

一：创建项目名称，并且配置好数据库

二：数据模型场景

设计模型类；
# 模拟整个业务流程
    1.确认整个过程中所要涉及的角色:销售,学生,教师,管理员等;
        # Role;
    2.每个角色对应着多个用户,用户可能也对应多个角色,比如:教师也担任管理员的角色;
        # UserProfile(ManyToMany,Role);
    3.客户报名学习,需要填写客户信息;
        # CustomerInfo;
        # 需要填写的信息包括:
        # 姓名,联系方式,来源(转介绍,转介绍人),咨询人,客户状态,咨询时间;
    4.如果成功报名,需要录入学员表;
        # Students;
        # :需要填写学员名称(从客户表中取ForeignKey)
        # :需要填写所在班级(班级对应着课程信息,校区信息)
        # ClassInfo;<<--Course,Branch;
        # :班级类型,学期,任课教师(从用户中取),开班日期,毕业日期;
        # Course:课程名,学费,周期,大纲;
        # Branch:校区名,地址;
    5.如果没有报名,需要对这类客户做一个跟踪记录;
        # CustomerInfo;
        # 需要记录的信息包括:
        # 客户(客户表中取),跟踪信息,跟踪人(用户表中取),客户报名状态,填写时间;
    6.在课期间,需要有上课的记录,以及学员作业成绩/考勤等记录;
        # CourseRecord:上课记录
        # :所在班级(在班级表中取),课程节次,上课教师(用户表中取),本节主题,本节内容,是否有作业,作业需求,记录日期;
        # StudyRecord:学习记录
        # :课程,学员,分数等级,成绩备注,考勤状况,记录时间;

三：设计数据库

from django.db import models
from django.contrib.auth.models import User   #使用Django内置的用户表

# Create your models here.

class UserProfile(models.Model):
    """
    用户信息表
    """
    user = models.OneToOneField(User,on_delete=models.CASCADE)  #创建外键，关联django用户表
    #扩展用户字段
    name = models.CharField(max_length=64,verbose_name="姓名")
    role = models.ManyToManyField("Role",blank=True)  # 双向一对多==多对多

    def __str__(self):  #__unicode__   python2.7版本
        return self.name
    class Meta:
        verbose_name_plural = "用户信息"

class Role(models.Model):
    """
    角色表
    """
    name = models.CharField(max_length=64,unique=True)  # 角色名不可以重复
    menus = models.ManyToManyField("Menus",blank=True)

    def __str__(self):
        return self.name
    class Meta:
        verbose_name_plural = "角色"

class Student(models.Model):
    """
    学员表
    """
    customer = models.ForeignKey("CustomerInfo",on_delete=models.CASCADE)
    class_grades = models.ManyToManyField("ClassList")
    def __str__(self):
        return self.customer
    class Meta:
        verbose_name = "学员表"
        verbose_name_plural = "学员表"

class CustomerInfo(models.Model):
    """
    客户信息表
    """
    name = models.CharField(max_length=64,default=None)  # 首次报名可能不知道名字
    contact_type_choices = ((0,'qq'),
                            (1,'微信'),
                            (2,'手机号'),
                            )
    contact_type = models.SmallIntegerField(choices=contact_type_choices,default=0)
    contact = models.CharField(max_length=64,unique=True)
    source_choices = ((0,'QQ群'),
                      (1,'51CTO'),
                      (2,'百度推广'),
                      (3,'知乎'),
                      (4,'转介绍'),
                      (5,'其他'),
                      )
    source = models.SmallIntegerField(choices=source_choices)
    referral_from = models.ForeignKey("self",blank=True,null=True,verbose_name="转介绍",on_delete=models.CASCADE)
    consult_courses = models.ManyToManyField("Course",verbose_name="咨询课程")
    consult_content = models.TextField(verbose_name="咨询内容")
    status_choices = ((0,'未报名'),
                      (1,'已报名'),
                      (2,'已退学')
                      )
    status = models.SmallIntegerField(choices=status_choices)
    consultant = models.ForeignKey("UserProfile",verbose_name="课程顾问",on_delete=models.CASCADE)
    date = models.DateField(auto_now_add=True)

    def __str__(self):
        return self.name
    class Meta:
        verbose_name = "客户表"
        verbose_name_plural = "客户表"

class CustomerFollowUp(models.Model):
    """
    客户跟踪记录表
    """
    customer = models.ForeignKey("CustomerInfo",on_delete=models.CASCADE)
    content = models.TextField(verbose_name="跟踪内容")
    user = models.ForeignKey("UserProfile",verbose_name="跟进人",on_delete=models.CASCADE)
    status_choices = ((0,'近期无报名计划'),
                      (1, '一个月内报名'),
                      (2, '两周内报名'),
                      (3, '已报名'),
                     )
    status = models.SmallIntegerField(choices=status_choices)
    date = models.DateField(auto_now_add=True)
    def __str__(self):
        return self.content
    class Meta:
        verbose_name = "客户追踪"
        verbose_name_plural = "客户追踪"

class Course(models.Model):
    """
    课程表
    """
    name = models.CharField(verbose_name='课程名称',max_length=64,unique=True)
    price = models.PositiveSmallIntegerField()
    period = models.PositiveSmallIntegerField(verbose_name="课程周期（月）",default=5)
    outline = models.TextField(verbose_name="大纲")

    def __str__(self):
        return self.name
    class Meta:
        verbose_name = "课程表"
        verbose_name_plural = "课程表"

class ClassList(models.Model):
    """
    班级列表
    """
    branchschool = models.ForeignKey("BranchSchool",on_delete=models.CASCADE)
    course = models.ForeignKey("Course",on_delete=models.CASCADE)
    class_type_choices = ((0,'脱产'),
                          (1,'周末'),
                          (2,'网络班'),
                          )
    class_type = models.SmallIntegerField(choices=class_type_choices,default=0)
    semester = models.SmallIntegerField(verbose_name="学期")
    teachers = models.ManyToManyField("UserProfile",verbose_name="讲师")
    start_date = models.DateField("开班日期")
    graduate_date = models.DateField("毕业日期",blank=True,null=True)

    def __str__(self):
        return "%s(%s)期" %(self.course.name,self.semester)

    class Meta:
        """联合唯一"""
        unique_together = [
            ('branchschool','class_type','course','semester')
        ]
        verbose_name = "班级"
        verbose_name_plural = "班级"

class CourseRecord(models.Model):
    """
    上课记录表
    """
    class_grade = models.ForeignKey("ClassList",verbose_name="上课班级",on_delete=models.CASCADE)
    day_num = models.PositiveSmallIntegerField(verbose_name="课程节次")
    teacher = models.ForeignKey("UserProfile",on_delete=models.CASCADE)
    title = models.CharField("本节主题",max_length=64)
    content = models.TextField("本节内容")
    has_homework = models.BooleanField("本节有作业",default=True)
    homework = models.TextField("作业需求",blank=True,null=True)
    date = models.DateTimeField(auto_now_add=True)

    def __str__(self):
        return "%s第(%s)节" %(self.class_grade,self.day_num)
    class Meta:
        unique_together = [
            ('class_grade','day_num')
        ]
        verbose_name_plural = "上课记录"

class StudyRecord(models.Model):
    """
    学习记录表
    """
    course_record = models.ForeignKey("CourseRecord",on_delete=models.CASCADE)
    student = models.ForeignKey("Student",on_delete=models.CASCADE)
    score_choices = ((100,"A+"),
                     (90,"A"),
                     (85,"B+"),
                     (80,"B"),
                     (75,"B-"),
                     (70,"C+"),
                     (60,"C"),
                     (40,"C-"),
                     (-50,"D"),
                     (0,"N/A"),   #not avaliable
                     (-100,"COPY"),  #not avaliable
                    )
    score = models.SmallIntegerField(choices=score_choices,default=0)
    show_choices = ((0,'缺勤'),
                    (1,'已迟到'),
                    (2,'迟到'),
                    (3,'早退'),
                    )
    show_status = models.SmallIntegerField(choices=show_choices,default=1)
    note = models.TextField("成绩备注",blank=True,null=True)
    date = models.DateTimeField(auto_now_add=True)

    def __str__(self):
        return "%s %s %s" %(self.course_record,self.student,self.score)
    class Meta:
        unique_together = ('course_record','student')
        verbose_name_plural = "学习记录"

class BranchSchool(models.Model):
    """
    校区
    """
    name = models.CharField(max_length=64,unique=True)
    addr = models.CharField(max_length=128,blank=True,null=True)
    def __str__(self):
        return self.name
    class Meta:
        verbose_name = "校区"
        verbose_name_plural = "校区"

class Menus(models.Model):
    """
    动态菜单
    """
    name = models.CharField(max_length=64)
    url_type_choices = ((0,'absolute'),
                        (1,'dynamic'),
                        )
    url_type = models.SmallIntegerField(choices=url_type_choices)
    url_name = models.CharField(max_length=128)

    def __str__(self):
        return self.name
    class Meat:
        unique_together = ('name','url_name')
        verbose_name_plural = "菜单栏"
# 角色与菜单多对多关系，在Role表中添加关联

四：注册数据表

from django.contrib import admin
from crm import models

# Register your models here.

admin.site.register(models.UserProfile)
admin.site.register(models.Role)
admin.site.register(models.Student)
admin.site.register(models.CustomerInfo)
admin.site.register(models.CustomerFollowUp)
admin.site.register(models.Course)
admin.site.register(models.ClassList)
admin.site.register(models.CourseRecord)
admin.site.register(models.StudyRecord)
admin.site.register(models.BranchSchool)
admin.site.register(models.Menus)

五：生成数据表并创建管理员账户

python manage.py makemigrations
python manage.py migrate

创建管理员用户

python manage.py createsuperuser

为啥我的后台页面和原生的admin后台管理页面不一样，因为我美化了后台只需要在settings做以下几步就可以搞定

INSTALLED_APPS = [
    'suit',
    'django.contrib.admin',
    'django.contrib.auth',
    'django.contrib.contenttypes',
    'django.contrib.sessions',
    'django.contrib.messages',
    'django.contrib.staticfiles',
    'crm.apps.CrmConfig',
]



LANGUAGE_CODE = 'zh-Hans'

TIME_ZONE = 'Asia/Shanghai'

USE_I18N = True

USE_L10N = False

USE_TZ = True

DATETIME_FORMAT = 'Y-m-d H:i:s'
DATE_FORMAT = 'Y-m-d'

SUIT_CONFIG = {
    'ADMIN_NAME': 'CRM管理系统',
    'MENU': (
        'sites',
        {'app': 'accounts', 'label': '帐户'},
        {'app': 'zinnia', 'label': '博客'},
        {'app': 'auth', 'label': '认证管理'},
    ),
}


# Static files (CSS, JavaScript, Images)
# https://docs.djangoproject.com/en/2.0/howto/static-files/

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