• 3 CRM 销售与客户 我的客户,公共客户池


     1、销售与客户的表结构

    1、公共客户与我的客户

    ---公共客户(公共资源)
    1、没有报名
    2、3天没有跟进
    3、15天没有成单

    客户分布表
    龙泰 男 yuan 2018-5-1 3天未跟进
    龙泰 男 三江 2018-5-5 15天未成单
    龙泰 男 暴雨 2018-5-21 正在跟进

    ---我的客户(抢单)
    crontab:
    2018-5-15 12:00 龙泰 男 三江 2018-5-15 正在跟进

    2018-5-16 0:0
    2018-5-17 0:0
    2018-5-18 0:0
    2018-5-19 0:0 龙泰 男 三江 2018-5-19 3天未跟进


    key: CustomerDistrbute为什么创建 ,为什么不能直接用Customer

    2、思考

    因为:销售可以查看,自己的客户是否已过期,是否正在跟进,月底可以算业绩!
    不能说没谈成,就没有业绩!!

    我的客户与公共用户不能冲突!

    我的客户要一直存在,月末要进行绩效统计,他的状态可以是,正在跟进,3天未跟进

    一过期,就改了。linux定时脚本来完成!!
    linux 固定时间,执行脚本 os 去做,
    每天00:00去监测!

    隔半天或隔一天,脚本每天凌晨监测一遍过期就放到公共客户。

    刷新状态,或者把过期的用户移动到公共客户池子

    可以通过,定时脚本,每天0:0进行

    3、添加新的表

    class CustomerDistrbute(models.Model):
        customer = models.ForeignKey("Customer", related_name="customers",on_delete=True)
        consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001},on_delete=True)
        date = models.DateField()
        status = (
            (1, "正在跟进"),
            (2, "已报名"),
            (3, "三天未跟进"),
            (4, "15天未成单"),
        )
        status = models.IntegerField(choices=status, default=1)
    
        memo = models.CharField(max_length=255)
    
        def __str__(self):
            return self.customer.name+":"+self.consultant.name

     

    4、新的表结构

     2、公共客户池

    class CusotmerConfig(ModelStark):
    
    
        def public_customer(self,request):
            """公共客户"""
            # 未报名 且3天未跟进或者15天未成单
    
    
            import datetime
            now =datetime.datetime.now()
            print(now)
            '''
            datetime.datetime
            datetime.time
            datetime.date
            datetime.timedelta(days=7)
            '''
    
            # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3
            # 15天未成单 now - recv_date > 3   ----> recv_date < now-15
            delta_day3 = datetime.timedelta(days=3)
            delta_day15 = datetime.timedelta(days=15)
    
            from django.db.models import Q
    
            # Customer.objects.filter(status=2,last_consult_date__lt=now-3)
            # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)
    
            # 过滤掉 我的客户
            user_id = 2
            customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)
            print(customer_list.query)
            """
                SELECT "crm_customer"."id", "crm_customer"."qq", 
                    "crm_customer"."name", "crm_customer"."gender", 
                    "crm_customer"."education", "crm_customer"."graduation_school", 
                    "crm_customer"."major", "crm_customer"."experience", 
                    "crm_customer"."work_status", "crm_customer"."company", 
                    "crm_customer"."salary", "crm_customer"."source",
                     "crm_customer"."referral_from_id", "crm_customer"."status",
                      "crm_customer"."consultant_id", "crm_customer"."date",
                       "crm_customer"."recv_date", "crm_customer"."last_consult_date" 
                FROM "crm_customer" 
                WHERE (("crm_customer"."last_consult_date" < 2018-06-24 
                  OR "crm_customer"."recv_date" < 2018-06-12) 
                  AND "crm_customer"."status" = 2)
    
            """
            
            print('public_customer_list',customer_list)
    
            return render(request,'public.html',locals())
    
        
    
        def extra_url(self):
            temp = []
            temp.append(url(r"cancel_course/(d+)/(d+)", self.cancel_course))
            temp.append(url(r"public/", self.public_customer))
            return temp
    
    site.register(Customer, CusotmerConfig)

    1、添加public的url

        def extra_url(self):
            temp = []
            temp.append(url(r"cancel_course/(d+)/(d+)", self.cancel_course))
            temp.append(url(r"public/", self.public_customer))
            return temp

     2、 datetime.timedelta ( 时间 + - )

            import datetime
            now =datetime.datetime.now()
            print(now)
            '''
            datetime.datetime
            datetime.time
            datetime.date
            datetime.timedelta(days=7)
            '''
    
            # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3
            # 15天未成单 now - recv_date > 3   ----> recv_date < now-15
            delta_day3 = datetime.timedelta(days=3)
            delta_day15 = datetime.timedelta(days=15)

     

    3、未报名 且3天未跟进或者15天未成单 

     Q查询 last_consult_date__lt recv_date__lt
            from django.db.models import Q
    # Customer.objects.filter(status=2,last_consult_date__lt=now-3) customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)

     

    4. exclude(排除)

     # 不应该让之前的课程顾问 再看到这个已经放到公共名单的人了
            # 过滤掉 我的客户
            user_id = 2
            customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)

    5. customer_list.query( sql 语句 )

            # print(customer_list.query)
            """
            SELECT "crm_customer"."id", "crm_customer"."qq", 
                "crm_customer"."name", "crm_customer"."gender", 
                "crm_customer"."education", "crm_customer"."graduation_school", 
                "crm_customer"."major", "crm_customer"."experience", 
                "crm_customer"."work_status", "crm_customer"."company", 
                "crm_customer"."salary", "crm_customer"."source",
                 "crm_customer"."referral_from_id", "crm_customer"."status",
                  "crm_customer"."consultant_id", "crm_customer"."date",
                   "crm_customer"."recv_date", "crm_customer"."last_consult_date" 
            FROM "crm_customer" 
            WHERE (("crm_customer"."last_consult_date" < 2018-06-24 
              OR "crm_customer"."recv_date" < 2018-06-12) 
              AND "crm_customer"."status" = 2)
    
            """

     6、跳转标签

                                <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td>
                                <td><a href="/stark/crm/customer/further/{{ customer.pk }}"></a></td>

    7、public.html

    <!DOCTYPE html>
    <html lang="en">
    <head>
        <meta charset="UTF-8">
        <title>Title</title>
        <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css">
        <script src="/static/js/jquery-1.12.4.min.js"></script>
    </head>
    <body>
    <h3>公共客户</h3>
    <div class="container">
        <div class="row">
            <div class="col-md-9 col-md-offset-1">
                <form action="" method="post">
                    {% csrf_token %}
                    <table class="table table-bordered table-striped">
                        <thead>
                        <tr>
                            <th>ID</th>
                            <th>姓名</th>
                            <th>QQ</th>
                            <th>跟进详情</th>
                            <th>是否跟进</th>
                        </tr>
                        </thead>
    
                        <tbody>
                        {% for customer in customer_list %}
                            <tr>
                                <td>{{ forloop.counter }}</td>
                                <td>{{ customer.name }}</td>
                                <td>{{ customer.qq }}</td>
                                <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td>
                                <td><a href="/stark/crm/customer/further/{{ customer.pk }}"></a></td>
                            </tr>
                        {% endfor %}
    
                        </tbody>
                    </table>
                </form>
            </div>
    
        </div>
    </div>
    </body>
    </html>
    View Code

    3、确认跟进

      

     

    url层

        def extra_url(self):
            temp = []
            temp.append(url(r"cancel_course/(d+)/(d+)", self.cancel_course))
            temp.append(url(r"public/", self.public_customer))
            temp.append(url(r"further/(d+)", self.further))
            return temp

    view层

        def further(self,request,customer_id):
            user_id = 2  # request.session.get("user_id")
    
            import datetime
            now =datetime.datetime.now()
            delta_day3 = datetime.timedelta(days=3)
            delta_day15 = datetime.timedelta(days=15)
            from django.db.models import Q
    
    
            # 更改客户的课程顾问,和相应的时间
            # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now)
            ret = Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).update(consultant=user_id,last_consult_date = now,recv_date=now)
            if not ret:
                return HttpResponse('已经被跟进了')
    
            # 客户跟进表的数据
            CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)
    
            return HttpResponse('跟进成功')

     1、新增url

        def extra_url(self):
            temp = []
            temp.append(url(r"cancel_course/(d+)/(d+)", self.cancel_course))
            temp.append(url(r"public/", self.public_customer))
            temp.append(url(r"further/(d+)", self.further))
            return temp

    2、改客户的课程顾问,和相应的时间

    未报名 且3天未跟进或者15天未成单

     一定要先过滤;防止多个用户同时抢单,给了 最后一个抢单的人;先过滤之后再抢单,注意提示已经被跟进了。

            # 更改客户的课程顾问,和相应的时间
            # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now)
            ret = Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).update(consultant=user_id,last_consult_date = now,recv_date=now)
            if not ret:
                return HttpResponse('已经被跟进了')
    
            return HttpResponse('跟进成功')

    3、客户跟进表的数据

    为我的客户页面做准备

            CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)

    4、我的客户

     

     1、新增url

            temp.append(url(r"mycustomer/", self.mycustomer))

    2. 客户分布表查询

      不能再 Customer表查询,这里查到的只是正在跟踪的客户信息

      但是,之前跟踪过的客户,状态也要显示

        def mycustomer(self,request):
            user_id = 2
            customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id)
            print('customer_distrbute_list',customer_distrbute_list)
            return render(request,'mycustomer.html',locals())

    3、mycustomer.html

    <!DOCTYPE html>
    <html lang="en">
    <head>
        <meta charset="UTF-8">
        <title>Title</title>
        <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css">
        <script src="/static/js/jquery-1.12.4.min.js"></script>
    </head>
    <body>
    <h3>我的客户</h3>
    <div class="container">
        <div class="row">
            <div class="col-md-9 col-md-offset-1">
                <form action="" method="post">
                    {% csrf_token %}
                    <table class="table table-bordered table-striped">
                        <thead>
                        <tr>
                            <th>姓名</th>
                            <th>跟进日期</th>
                            <th>跟进详情</th>
                        </tr>
                        </thead>
                    {% for customer_distrbute in customer_distrbute_list %}
                        <tr>
                        <td>{{ customer_distrbute.customer }}</td>
                        <td>{{ customer_distrbute.date }}</td>
                        <td>{{ customer_distrbute.get_status_display }}</td>
                        </tr>
    
                    {% endfor %}
    
                        <tbody>
    
                        </tbody>
                    </table>
                </form>
            </div>
    
        </div>
    </div>
    </body>
    </html>
    View Code

    4、crontab定时脚本

     

    5、code

    crm/stark.py

    # by luffycity.com
    
    from stark.service.stark import site, ModelStark
    from django.http import JsonResponse
    from .models import *
    
    from django.utils.safestring import mark_safe
    from django.conf.urls import url
    
    from django.shortcuts import HttpResponse, redirect, render
    
    
    site.register(School)
    
    
    class UserConfig(ModelStark):
        list_display = ["name", "email", "depart"]
    
    
    site.register(UserInfo, UserConfig)
    
    
    class ClassConfig(ModelStark):
        def display_classname(self, obj=None, header=False):
            if header:
                return "班级名称"
            class_name = "%s(%s)" % (obj.course.name, str(obj.semester))
            return class_name
    
        list_display = [display_classname, "tutor", "teachers"]
    
    
    site.register(ClassList, ClassConfig)
    
    
    class CusotmerConfig(ModelStark):
        def display_gender(self, obj=None, header=False):
            if header:
                return "性别"
            return obj.get_gender_display()
    
        def display_course(self, obj=None, header=False):
            if header:
                return "咨询课程"
            temp = []
            for course in obj.course.all():
                s = "<a href='/stark/crm/customer/cancel_course/%s/%s' style='border:1px solid #369;padding:3px 6px'><span>%s</span></a>&nbsp;" % (
                    obj.pk, course.pk, course.name,)
                temp.append(s)
            return mark_safe("".join(temp))
    
        # list_display = ["name",'gender','course',"consultant",]
        list_display = ["name", display_gender, display_course, "consultant", ]
    
        def cancel_course(self, request, customer_id, course_id):
            print(customer_id, course_id)
    
            obj = Customer.objects.filter(pk=customer_id).first()
            obj.course.remove(course_id)
            return redirect(self.get_list_url())
    
    
        def public_customer(self,request):
            """公共客户"""
            # 未报名 且3天未跟进或者15天未成单
    
    
            import datetime
            now =datetime.datetime.now()
            print(now)
            '''
            datetime.datetime
            datetime.time
            datetime.date
            datetime.timedelta(days=7)
            '''
    
            # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3
            # 15天未成单 now - recv_date > 3   ----> recv_date < now-15
            delta_day3 = datetime.timedelta(days=3)
            delta_day15 = datetime.timedelta(days=15)
    
            from django.db.models import Q
    
            # Customer.objects.filter(status=2,last_consult_date__lt=now-3)
            # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)
    
            # 过滤掉 我的客户
            user_id = 2
            customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)
            print(customer_list.query)
            print('public_customer_list',customer_list)
    
            return render(request,'public.html',locals())
    
        def further(self,request,customer_id):
            user_id = 2  # request.session.get("user_id")
    
            import datetime
            now =datetime.datetime.now()
            delta_day3 = datetime.timedelta(days=3)
            delta_day15 = datetime.timedelta(days=15)
            from django.db.models import Q
    
    
            # 更改客户的课程顾问,和相应的时间
            # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now)
            ret = Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).update(consultant=user_id,last_consult_date = now,recv_date=now)
            if not ret:
                return HttpResponse('已经被跟进了')
    
            # 客户跟进表的数据
            CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)
    
            return HttpResponse('跟进成功')
    
    
    
        def mycustomer(self,request):
            user_id = 2
            customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id)
            print('customer_distrbute_list',customer_distrbute_list)
            return render(request,'mycustomer.html',locals())
    
    
    
        def extra_url(self):
            temp = []
            temp.append(url(r"cancel_course/(d+)/(d+)", self.cancel_course))
            temp.append(url(r"public/", self.public_customer))
            temp.append(url(r"further/(d+)", self.further))
            temp.append(url(r"mycustomer/", self.mycustomer))
            return temp
    
    
    site.register(Customer, CusotmerConfig)
    
    
    site.register(Department)
    site.register(Course)
    
    
    class ConsultConfig(ModelStark):
        list_display = ['customer', 'consultant', 'date', 'note']
    
    
    site.register(ConsultRecord, ConsultConfig)
    
    
    
    class CourseRecordConfig(ModelStark):
        def score(self, request, course_record_id):
            """录入成绩view"""
            study_record_list = StudyRecord.objects.filter(course_record=course_record_id)
            print(study_record_list)
            score_choices = StudyRecord.score_choices
            if request.method == "POST":
                print(request.POST)  # <QueryDict:  'score_4': ['100'], 'homeword_note_4': ['33']}>
    
                data = {}  # dic = {1:{'homework_note':'good','score':'90'},2:{'homework_note':'nonono','score':'80'},}
    
                for key, value in request.POST.items():
                    if key == "csrfmiddlewaretoken": continue
                    field, pk = key.rsplit('_', 1)
    
                    if pk in data:
                        data[pk][field] = value
                    else:
                        data[pk] = {field: value}
    
                    print('data', data)
    
                    for pk, val in data.items():
                        StudyRecord.objects.filter(pk=pk).update(**val)
    
                    '''
                    # 方式1
                    if field == 'score':
                        StudyRecord.objects.filter(pk=pk).update(score=value)
                    else:
                        StudyRecord.objects.filter(pk=pk).update(homework_note=value.strip())
                    '''
    
                return redirect(request.path)  # 跳转到当前url
    
            return render(request, 'score.html', locals())
    
        def extra_url(self):
            """录入成绩url"""
            temp = []
            temp.append(url('record_score/(d+)', self.score))
            return temp
    
        def record_score(self, obj=None, header=False):
            """录入成绩a标签"""
            if header:
                return "录入成绩"
            return mark_safe("<a href='record_score/%s'>录入成绩</a>" % (obj.pk))
    
    
        def record(self, obj=None, header=False):
            if header:
                return '学习记录'
            return mark_safe("<a href='/stark/crm/studyrecord/?course_record=%s'>记录</a>" % (obj.pk))
    
        list_display = ['class_obj', 'day_num', 'teacher', record, record_score]
    
        def patch_studyrecord(self, request, queryset):
            print(queryset)  # <QuerySet [<CourseRecord: python基础班(9期) day11>]>
            temp = []
            for course_record in queryset:
                student_list = Student.objects.filter(class_list=course_record.class_obj.pk)
                for student in student_list:
                    obj = StudyRecord(student=student, course_record=course_record)
                    temp.append(obj)
    
            StudyRecord.objects.bulk_create(temp)  # 批量生成数据
    
        patch_studyrecord.short_description = '批量生成学习记录'
        actions = [patch_studyrecord, ]
    
    
    site.register(CourseRecord, CourseRecordConfig)
    
    
    class StudyRecordConfig(ModelStark):
        def display_record(self, obj=None, header=False):
            if header:
                return "记录"
            return obj.get_record_display()
    
        def display_score(self, obj=None, header=False):
            if header:
                return "成绩"
            return obj.get_score_display()
    
        list_display = ['student', 'course_record', display_record, display_score]
    
        def patch_late(self, request, queryset):
            queryset.update(record='late')
    
        patch_late.short_description = '迟到'
        actions = [patch_late]
    
    
    site.register(StudyRecord, StudyRecordConfig)
    
    
    
    class StudentConfig(ModelStark):
        def score_view(self, request, stu_id):
            """查看成绩 view"""
            if request.is_ajax():
                cid = request.GET.get('cid')
                sid = request.GET.get('sid')
    
                print(cid,sid)
                study_record_list = StudyRecord.objects.filter(student=sid,course_record__class_obj=cid)
    
                print('study_record_list',study_record_list)
    
                # 方案1:构造数据 # [['day11', 85], ['day12', 90]]
                data_list = []
                for study_record in study_record_list:
                    day_num = study_record.course_record.day_num
                    data_list.append(['day%s' % day_num, study_record.score])
    
                print('data_list',data_list)
    
                #方案2:构造数据 dic = {day:[day11,day12],score:[85,90]}
                dic = {'day':[],'score':[]}
                for study_record in study_record_list:
                    day_num = study_record.course_record.day_num
                    dic['day'].append('day%s'%day_num)
                    dic['score'].append(study_record.score)
                print(dic)
                print(dic['day'])
                print(dic['score'])
    
                return JsonResponse(dic,safe=False)
    
            else:
                student = Student.objects.filter(pk=stu_id).first()
                class_list = student.class_list.all()
                return render(request, 'score_view.html', locals())
    
        def extra_url(self):
            """查看成绩url"""
            temp = []
            temp.append(url(r"score_view/(d+)", self.score_view))
            return temp
    
        def score_show(self, obj=None, header=False):
            """查看成绩 a标签"""
            if header:
                return "查看成绩"
            return mark_safe('<a href="score_view/%s">查看成绩</a>' % (obj.pk))
    
        list_display = ['customer', 'class_list', score_show]
        list_display_links = ['customer']
    
    
    site.register(Student, StudentConfig)

    stark/service/stark

    # by luffycity.com
    from django.conf.urls import url
    
    from django.shortcuts import HttpResponse,render,redirect
    from django.urls import reverse
    from django.db.models import Q
    from django.utils.safestring import mark_safe
    
    from stark.utils.page import  Pagination
    from django.db.models.fields.related import ManyToManyField,ForeignKey
    
    
    class ShowList(object):
        def __init__(self,config,data_list,request):
            self.config=config
            self.data_list=data_list
            self.request=request
            #分页
            data_count=self.data_list.count()
            current_page=int(self.request.GET.get("page",1))
            base_path=self.request.path
    
            self.pagination=Pagination(current_page,data_count,base_path,self.request.GET,per_page_num=10, pager_count=11, )
            self.page_data=self.data_list[self.pagination.start:self.pagination.end]
    
            # actions
            self.actions=self.config.new_actions() # [patch_init,]
    
    
        def get_filter_linktags(self):
            print("list_filter:",self.config.list_filter)
            link_dic={}
            import copy
    
            for filter_field in self.config.list_filter: # ["title","publish","authors",]
                params = copy.deepcopy(self.request.GET)
    
                cid=self.request.GET.get(filter_field,0)
    
                print("filter_field",filter_field) # "publish"
                filter_field_obj=self.config.model._meta.get_field(filter_field)
                print("filter_field_obj",filter_field_obj)
                print(type(filter_field_obj))
                from django.db.models.fields.related import ForeignKey
                from django.db.models.fields.related import ManyToManyField
                print("rel======...",filter_field_obj.rel)
    
                if isinstance(filter_field_obj,ForeignKey) or isinstance(filter_field_obj,ManyToManyField):
                     data_list=filter_field_obj.rel.to.objects.all()# 【publish1,publish2...】
                else:
                     data_list=self.config.model.objects.all().values("pk",filter_field)
                     print("data_list",data_list)
    
    
                temp=[]
                # 处理 全部标签
                if params.get(filter_field):
                    del params[filter_field]
                    temp.append("<a href='?%s'>全部</a>"%params.urlencode())
                else:
                    temp.append("<a  class='active' href='#'>全部</a>")
    
                # 处理 数据标签
                for obj in data_list:
                    if isinstance(filter_field_obj,ForeignKey) or isinstance(filter_field_obj,ManyToManyField):
                        pk=obj.pk
                        text=str(obj)
                        params[filter_field] = pk
                    else: # data_list= [{"pk":1,"title":"go"},....]
                        print("========")
                        pk=obj.get("pk")
                        text=obj.get(filter_field)
                        params[filter_field] =text
    
    
                    _url=params.urlencode()
                    if cid==str(pk) or cid==text:
                         link_tag="<a class='active' href='?%s'>%s</a>"%(_url,text)
                    else:
                        link_tag = "<a href='?%s'>%s</a>" % (_url, text)
                    temp.append(link_tag)
    
                link_dic[filter_field]=temp
    
            return link_dic
    
    
        def get_action_list(self):
            temp=[]
            for action in self.actions:
               temp.append({
                   "name":action.__name__,
                   "desc":action.short_description
               })  #  [{"name":""patch_init,"desc":"批量初始化"}]
    
            return temp
    
        def get_header(self):
            # 构建表头
            header_list = []
            print("header",
                  self.config.new_list_play())  # [checkbox,"pk","name","age",edit ,deletes]     【checkbox ,"__str__", edit ,deletes】
    
            for field in self.config.new_list_play():
    
                if callable(field):
                    # header_list.append(field.__name__)
                    val = field(self.config, header=True)
                    header_list.append(val)
    
                else:
                    if field == "__str__":
                        header_list.append(self.config.model._meta.model_name.upper())
                    else:
                        # header_list.append(field)
                        val = self.config.model._meta.get_field(field).verbose_name
                        header_list.append(val)
            return header_list
    
        def get_body(self):
            # 构建表单数据
            new_data_list = []
            for obj in self.page_data:
                temp = []
                for filed in self.config.new_list_play():  # ["__str__",]      ["pk","name","age",edit]
                    if callable(filed):
                        print("obj-----:",obj)
                        val = filed(self.config, obj)
                    else:
                        try:
                            field_obj=self.config.model._meta.get_field(filed)
                            if isinstance(field_obj,ManyToManyField):
                                ret = getattr(obj,filed).all()
                                t=[]
                                for mobj in ret:
                                    t.append(str(mobj))
                                val=",".join(t)
                            else:
                                print("+++++>>",field_obj.choices)
                                if field_obj.choices:
                                    val = getattr(obj,'get_'+filed+'_display')
                                else:
                                    val = getattr(obj, filed)
                                if filed in self.config.list_display_links:
                                    # "app01/userinfo/(d+)/change"
                                    _url = self.config.get_change_url(obj)
                                    val = mark_safe("<a href='%s'>%s</a>" % (_url, val))
    
                        except Exception as e:
                            val = getattr(obj, filed)
                    temp.append(val)
                new_data_list.append(temp)
            return new_data_list
    
    '''
            [
                [1,"alex",12],
                [1,"alex",12],
                [1,"alex",12],
                [1,"alex",12],
    
                     ]
    
            '''
    
    class ModelStark(object):
    
        list_display=["__str__",]
        list_display_links=[]
        modelform_class=None
        search_fields=[]
        actions = []
        list_filter=[]
    
    
        def patch_delete(self, request, queryset):
    
            queryset.delete()
    
        patch_delete.short_description = "批量删除"
    
    
    
    
    
        def __init__(self,model,site):
            self.model=model
            self.site=site
    
    
        # 删除 编辑,复选框
        def edit(self,obj=None,header=False):
            if header:
                return "操作"
            #return mark_safe("<a href='%s/change'>编辑</a>"%obj.pk)
            _url=self.get_change_url(obj)
    
            return mark_safe("<a href='%s'>编辑</a>"%_url)
    
        def deletes(self,obj=None,header=False):
            if header:
                return "操作"
            # return mark_safe("<a href='%s/change'>编辑</a>"%obj.pk)
    
            _url=self.get_delete_url(obj)
    
            return mark_safe("<a href='%s'>删除</a>" % _url)
    
        def checkbox(self,obj=None,header=False):
            if header:
                return mark_safe('<input id="choice" type="checkbox">')
    
            return mark_safe('<input class="choice_item" type="checkbox" name="selected_pk" value="%s">'%obj.pk)
    
        def get_modelform_class(self):
    
            if not self.modelform_class:
                from django.forms import ModelForm
                from django.forms import widgets as wid
                class ModelFormDemo(ModelForm):
                    class Meta:
                        model = self.model
                        fields = "__all__"
                        labels={
                            ""
                        }
                return ModelFormDemo
            else:
                return self.modelform_class
    
        def get_new_form(self,form):
    
            for bfield in form:
                from django.forms.boundfield import BoundField
                print(bfield.field) # 字段对象
                print("name",bfield.name)  # 字段名(字符串)
                print(type(bfield.field)) # 字段类型
                from django.forms.models import ModelChoiceField
                if isinstance(bfield.field,ModelChoiceField):
                    bfield.is_pop=True
    
                    print("=======>",bfield.field.queryset.model) # 一对多或者多对多字段的关联模型表
    
                    related_model_name=bfield.field.queryset.model._meta.model_name
                    related_app_label=bfield.field.queryset.model._meta.app_label
    
    
                    _url=reverse("%s_%s_add"%(related_app_label,related_model_name))
                    bfield.url=_url+"?pop_res_id=id_%s"%bfield.name
    
            return form
    
    
        def add_view(self, request):
            ModelFormDemo = self.get_modelform_class()
            form = ModelFormDemo()
    
            form=self.get_new_form(form)
    
    
    
    
            if request.method=="POST":
                form = ModelFormDemo(request.POST)
                if form.is_valid():
                    obj=form.save()
    
                    pop_res_id=request.GET.get("pop_res_id")
    
                    if pop_res_id:
                        res ={"pk":obj.pk,"text":str(obj),"pop_res_id":pop_res_id}
                        import json
                        return render(request, "pop.html", {"res":res})
    
    
    
    
                    else:
                        return redirect(self.get_list_url())
    
    
            return render(request, "add_view.html", locals())
    
        def delete_view(self, request, id):
            url = self.get_list_url()
            if request.method=="POST":
                self.model.objects.filter(pk=id).delete()
                return redirect(url)
    
            return render(request, "delete_view.html", locals())
    
        def change_view(self, request, id):
            ModelFormDemo = self.get_modelform_class()
            print("=====id",id)
            edit_obj = self.model.objects.filter(pk=id).first()
    
            if request.method=="POST":
                form = ModelFormDemo(request.POST,instance=edit_obj)
                if form.is_valid():
                    form.save()
                    return redirect(self.get_list_url())
    
                return render(request, "add_view.html", locals())
    
            print("***********",edit_obj)
            form = ModelFormDemo(instance=edit_obj)
            form = self.get_new_form(form)
    
            return render(request, "change_view.html", locals())
    
        def new_list_play(self):
            temp=[]
            temp.append(ModelStark.checkbox)
            temp.extend(self.list_display)
            if not self.list_display_links:
                temp.append(ModelStark.edit)
            temp.append(ModelStark.deletes)
            return temp
    
        def new_actions(self):
            temp=[]
            temp.append(ModelStark.patch_delete)
            temp.extend(self.actions)
    
            return temp
    
    
        def get_change_url(self,obj):
            model_name = self.model._meta.model_name
            app_label = self.model._meta.app_label
            print("obj===========",obj)
            _url = reverse("%s_%s_change" % (app_label, model_name), args=(obj.pk,))
    
            return _url
    
        def get_delete_url(self, obj):
            model_name = self.model._meta.model_name
            app_label = self.model._meta.app_label
    
            _url = reverse("%s_%s_delete" % (app_label, model_name), args=(obj.pk,))
    
            return _url
    
        def get_add_url(self):
    
            model_name = self.model._meta.model_name
            app_label = self.model._meta.app_label
    
            _url = reverse("%s_%s_add" % (app_label, model_name))
    
            return _url
    
        def get_list_url(self):
    
            model_name = self.model._meta.model_name
            app_label = self.model._meta.app_label
    
            _url = reverse("%s_%s_list" % (app_label, model_name))
    
            return _url
    
        def get_serach_conditon(self,request):
            key_word = request.GET.get("q","")
            self.key_word=key_word
    
            search_connection = Q()
            if key_word:
                # self.search_fields # ["title","price"]
                search_connection.connector = "or"
                for search_field in self.search_fields:
                    search_connection.children.append((search_field + "__contains", key_word))
            return search_connection
    
    
        def get_filter_condition(self,request):
            filter_condition=Q()
    
            for filter_field,val in request.GET.items():   # courserecord=2
                # if filter_field in self.list_filter:
                if filter_field != 'page':
                    filter_condition.children.append((filter_field,val))
    
            return filter_condition
    
    
        def list_view(self, request):
            if request.method=="POST":  # action
                print("POST:",request.POST)
                action=request.POST.get("action") # patch_init
                selected_pk=request.POST.getlist("selected_pk")
                action_func=getattr(self,action)
                queryset=self.model.objects.filter(pk__in=selected_pk)
                ret=action_func(request,queryset)
    
                #return ret
    
            # 获取serach的Q对象
            search_connection=self.get_serach_conditon(request)
    
            # 获取filter构建Q对象
    
            filter_condition=self.get_filter_condition(request)
    
            # 筛选获取当前表所有数据
            data_list=self.model.objects.all().filter(search_connection).filter(filter_condition)            # 【obj1,obj2,....】
    
            # 按这ShowList展示页面
            showlist=ShowList(self,data_list,request)
    
            # 构建一个查看URL
            add_url=self.get_add_url()
            return render(request, "list_view.html", locals())
    
    
    
        def extra_url(self):
    
            return []
    
        def get_urls_2(self):
    
            temp = []
    
            model_name=self.model._meta.model_name
            app_label=self.model._meta.app_label
    
            temp.append(url(r"^add/", self.add_view,name="%s_%s_add"%(app_label,model_name)))
            temp.append(url(r"^(d+)/delete/", self.delete_view,name="%s_%s_delete"%(app_label,model_name)))
            temp.append(url(r"^(d+)/change/", self.change_view,name="%s_%s_change"%(app_label,model_name)))
            temp.append(url(r"^$", self.list_view,name="%s_%s_list"%(app_label,model_name)))
    
            temp.extend(self.extra_url())
    
            return temp
    
        @property
        def urls_2(self):
            print(self.model)
            return self.get_urls_2(), None, None
    
    class StarkSite(object):
        def __init__(self):
            self._registry={}
    
        def register(self,model,stark_class=None):
            if not stark_class:
                stark_class=ModelStark
    
            self._registry[model] = stark_class(model, self)
    
    
        def get_urls(self):
            temp=[]
            for model,stark_class_obj in self._registry.items():
                model_name=model._meta.model_name
                app_label=model._meta.app_label
                # 分发增删改查
                temp.append(url(r"^%s/%s/"%(app_label,model_name),stark_class_obj.urls_2))
    
                '''
                url(r"^app01/userinfo/",UserConfig(Userinfo).urls_2),
                url(r"^app01/book/",ModelStark(Book).urls_2), 
                
            
                '''
            return temp
    
        @property
        def urls(self):
    
           return self.get_urls(),None,None
    
    site=StarkSite()
    View Code

    models.py

    from django.db import models
    
    
    # Create your models here.
    
    class Department(models.Model):
        """
        部门表
        市场部     1000
        销售       1001
    
        """
        title = models.CharField(verbose_name='部门名称', max_length=16)
        code = models.IntegerField(verbose_name='部门编号', unique=True, null=False)
    
        def __str__(self):
            return self.title
    
    
    class UserInfo(models.Model):
        """
        员工表
        """
    
        name = models.CharField(verbose_name='员工姓名', max_length=16)
        username = models.CharField(verbose_name='用户名', max_length=32)
        password = models.CharField(verbose_name='密码', max_length=64)
        email = models.EmailField(verbose_name='邮箱', max_length=64)
    
        depart = models.ForeignKey(verbose_name='部门', to="Department", to_field="code", on_delete=True)
    
        def __str__(self):
            return self.name
    
    
    class Course(models.Model):
        """
        课程表
        如:
            Linux基础
            Linux架构师
            Python自动化开发精英班
            Python自动化开发架构师班
            Python基础班
            go基础班
        """
        name = models.CharField(verbose_name='课程名称', max_length=32)
    
        def __str__(self):
            return self.name
    
    
    class School(models.Model):
        """
        校区表
        如:
            北京沙河校区
            上海校区
    
        """
        title = models.CharField(verbose_name='校区名称', max_length=32)
    
        def __str__(self):
            return self.title
    
    
    class ClassList(models.Model):
        """
        班级表
        如:
            Python全栈  面授班  5期  10000  2017-11-11  2018-5-11
        """
        school = models.ForeignKey(verbose_name='校区', to='School', on_delete=True)
        course = models.ForeignKey(verbose_name='课程名称', to='Course', on_delete=True)
    
        semester = models.IntegerField(verbose_name="班级(期)")
        price = models.IntegerField(verbose_name="学费")
        start_date = models.DateField(verbose_name="开班日期")
        graduate_date = models.DateField(verbose_name="结业日期", null=True, blank=True)
        memo = models.CharField(verbose_name='说明', max_length=256, blank=True, null=True, )
    
        # teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo',limit_choices_to={'depart_id__in':[1003,1004],})
        teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo', related_name="abc",
                                          limit_choices_to={"depart__in": [1002, 1005]})
        tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',
                                  limit_choices_to={"depart": 1001}, on_delete=True)
    
        def __str__(self):
            return "{0}({1}期)".format(self.course.name, self.semester)
    
    
    class Customer(models.Model):
        """
        客户表
        """
        qq = models.CharField(verbose_name='qq', max_length=64, unique=True, help_text='QQ号必须唯一')
    
        name = models.CharField(verbose_name='学生姓名', max_length=16)
        gender_choices = ((1, ''), (2, ''))
        gender = models.SmallIntegerField(verbose_name='性别', choices=gender_choices)
    
        education_choices = (
            (1, '重点大学'),
            (2, '普通本科'),
            (3, '独立院校'),
            (4, '民办本科'),
            (5, '大专'),
            (6, '民办专科'),
            (7, '高中'),
            (8, '其他')
        )
        education = models.IntegerField(verbose_name='学历', choices=education_choices, blank=True, null=True, )
        graduation_school = models.CharField(verbose_name='毕业学校', max_length=64, blank=True, null=True)
        major = models.CharField(verbose_name='所学专业', max_length=64, blank=True, null=True)
    
        experience_choices = [
            (1, '在校生'),
            (2, '应届毕业'),
            (3, '半年以内'),
            (4, '半年至一年'),
            (5, '一年至三年'),
            (6, '三年至五年'),
            (7, '五年以上'),
        ]
        experience = models.IntegerField(verbose_name='工作经验', blank=True, null=True, choices=experience_choices)
        work_status_choices = [
            (1, '在职'),
            (2, '无业')
        ]
        work_status = models.IntegerField(verbose_name="职业状态", choices=work_status_choices, default=1, blank=True,
                                          null=True)
        company = models.CharField(verbose_name="目前就职公司", max_length=64, blank=True, null=True)
        salary = models.CharField(verbose_name="当前薪资", max_length=64, blank=True, null=True)
    
        source_choices = [
            (1, "qq群"),
            (2, "内部转介绍"),
            (3, "官方网站"),
            (4, "百度推广"),
            (5, "360推广"),
            (6, "搜狗推广"),
            (7, "腾讯课堂"),
            (8, "广点通"),
            (9, "高校宣讲"),
            (10, "渠道代理"),
            (11, "51cto"),
            (12, "智汇推"),
            (13, "网盟"),
            (14, "DSP"),
            (15, "SEO"),
            (16, "其它"),
        ]
        source = models.SmallIntegerField('客户来源', choices=source_choices, default=1)
        referral_from = models.ForeignKey(
            'self',
            blank=True,
            null=True,
            verbose_name="转介绍自学员",
            help_text="若此客户是转介绍自内部学员,请在此处选择内部学员姓名",
            related_name="internal_referral", on_delete=True
        )
        course = models.ManyToManyField(verbose_name="咨询课程", to="Course")
    
        status_choices = [
            (1, "已报名"),
            (2, "未报名")
        ]
        status = models.IntegerField(
            verbose_name="状态",
            choices=status_choices,
            default=2,
            help_text=u"选择客户此时的状态"
        )
    
        consultant = models.ForeignKey(verbose_name="课程顾问", to='UserInfo', related_name='consultanter',
                                       limit_choices_to={'depart_id': 1001}, on_delete=True)
    
        date = models.DateField(verbose_name="咨询日期", auto_now_add=True)
        recv_date = models.DateField(verbose_name="当前课程顾问的接单日期", null=True)
        last_consult_date = models.DateField(verbose_name="最后跟进日期", )
    
        def __str__(self):
            return "姓名:{0},QQ:{1}".format(self.name, self.qq, )
    
    
    class ConsultRecord(models.Model):
        """
        客户跟进记录
        """
        customer = models.ForeignKey(verbose_name="所咨询客户", to='Customer', on_delete=True)
        consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo', on_delete=True)
        date = models.DateField(verbose_name="跟进日期", auto_now_add=True)
        note = models.TextField(verbose_name="跟进内容...")
    
        def __str__(self):
            return self.customer.name + ":" + self.consultant.name
    
    
    class Student(models.Model):
        """
        学生表(已报名)
        """
        customer = models.OneToOneField(verbose_name='客户信息', to='Customer', on_delete=True)
    
        username = models.CharField(verbose_name='用户名', max_length=32)
        password = models.CharField(verbose_name='密码', max_length=64)
        emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name='紧急联系人')
    
        class_list = models.ManyToManyField(verbose_name="已报班级", to='ClassList', blank=True)
        company = models.CharField(verbose_name='公司', max_length=128, blank=True, null=True)
        location = models.CharField(max_length=64, verbose_name='所在区域', blank=True, null=True)
        position = models.CharField(verbose_name='岗位', max_length=64, blank=True, null=True)
        salary = models.IntegerField(verbose_name='薪资', blank=True, null=True)
        welfare = models.CharField(verbose_name='福利', max_length=256, blank=True, null=True)
        date = models.DateField(verbose_name='入职时间', help_text='格式yyyy-mm-dd', blank=True, null=True)
        memo = models.CharField(verbose_name='备注', max_length=256, blank=True, null=True)
    
        def __str__(self):
            return self.username
    
    
    class CourseRecord(models.Model):
        """
        上课记录表
        """
        class_obj = models.ForeignKey(verbose_name="班级", to="ClassList", on_delete=True)
        day_num = models.IntegerField(verbose_name="节次", help_text=u"此处填写第几节课或第几天课程...,必须为数字")
        teacher = models.ForeignKey(verbose_name="讲师", to='UserInfo', limit_choices_to={"depart_id__in": [1002, 1003]},
                                    on_delete=True)
        date = models.DateField(verbose_name="上课日期", auto_now_add=True)
    
        course_title = models.CharField(verbose_name='本节课程标题', max_length=64, blank=True, null=True)
        course_memo = models.TextField(verbose_name='本节课程内容概要', blank=True, null=True)
        has_homework = models.BooleanField(default=True, verbose_name="本节有作业")
        homework_title = models.CharField(verbose_name='本节作业标题', max_length=64, blank=True, null=True)
        homework_memo = models.TextField(verbose_name='作业描述', max_length=500, blank=True, null=True)
        exam = models.TextField(verbose_name='踩分点', max_length=300, blank=True, null=True)
    
        def __str__(self):
            return "{0} day{1}".format(self.class_obj, self.day_num)
    
    
    class StudyRecord(models.Model):
        course_record = models.ForeignKey(verbose_name="第几天课程", to="CourseRecord", on_delete=True)
        student = models.ForeignKey(verbose_name="学员", to='Student', on_delete=True)
        record_choices = (('checked', "已签到"),
                          ('vacate', "请假"),
                          ('late', "迟到"),
                          ('noshow', "缺勤"),
                          ('leave_early', "早退"),
                          )
        record = models.CharField("上课纪录", choices=record_choices, default="checked", max_length=64)
        score_choices = ((100, 'A+'),
                         (90, 'A'),
                         (85, 'B+'),
                         (80, 'B'),
                         (70, 'B-'),
                         (60, 'C+'),
                         (50, 'C'),
                         (40, 'C-'),
                         (0, ' D'),
                         (-1, 'N/A'),
                         (-100, 'COPY'),
                         (-1000, 'FAIL'),
                         )
        score = models.IntegerField("本节成绩", choices=score_choices, default=-1)
        homework_note = models.CharField(verbose_name='作业评语', max_length=255, blank=True, null=True)
        note = models.CharField(verbose_name="备注", max_length=255, blank=True, null=True)
    
        homework = models.FileField(verbose_name='作业文件', blank=True, null=True, default=None)
        stu_memo = models.TextField(verbose_name='学员备注', blank=True, null=True)
        date = models.DateTimeField(verbose_name='提交作业日期', auto_now_add=True)
    
        def __str__(self):
            return "{0}-{1}".format(self.course_record, self.student)
    
    
    class CustomerDistrbute(models.Model):
        customer = models.ForeignKey("Customer", related_name="customers",on_delete=True)
        consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001},on_delete=True)
        date = models.DateField()
        status = (
            (1, "正在跟进"),
            (2, "已报名"),
            (3, "三天未跟进"),
            (4, "15天未成单"),
        )
        status = models.IntegerField(choices=status, default=1)
    
        memo = models.CharField(max_length=255)
    
        def __str__(self):
            return self.customer.name+":"+self.consultant.name
    View Code

    public.html

    <!DOCTYPE html>
    <html lang="en">
    <head>
        <meta charset="UTF-8">
        <title>Title</title>
        <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css">
        <script src="/static/js/jquery-1.12.4.min.js"></script>
    </head>
    <body>
    <h3>公共客户</h3>
    <div class="container">
        <div class="row">
            <div class="col-md-9 col-md-offset-1">
                <form action="" method="post">
                    {% csrf_token %}
                    <table class="table table-bordered table-striped">
                        <thead>
                        <tr>
                            <th>ID</th>
                            <th>姓名</th>
                            <th>QQ</th>
                            <th>跟进详情</th>
                            <th>是否跟进</th>
                        </tr>
                        </thead>
    
                        <tbody>
                        {% for customer in customer_list %}
                            <tr>
                                <td>{{ forloop.counter }}</td>
                                <td>{{ customer.name }}</td>
                                <td>{{ customer.qq }}</td>
                                <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td>
                                <td><a href="/stark/crm/customer/further/{{ customer.pk }}"></a></td>
                            </tr>
                        {% endfor %}
    
                        </tbody>
                    </table>
                </form>
            </div>
    
        </div>
    </div>
    </body>
    </html>
    View Code

    mycustomer.html

    <!DOCTYPE html>
    <html lang="en">
    <head>
        <meta charset="UTF-8">
        <title>Title</title>
        <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css">
        <script src="/static/js/jquery-1.12.4.min.js"></script>
    </head>
    <body>
    <h3>我的客户</h3>
    <div class="container">
        <div class="row">
            <div class="col-md-9 col-md-offset-1">
                <form action="" method="post">
                    {% csrf_token %}
                    <table class="table table-bordered table-striped">
                        <thead>
                        <tr>
                            <th>姓名</th>
                            <th>跟进日期</th>
                            <th>跟进详情</th>
                        </tr>
                        </thead>
                    {% for customer_distrbute in customer_distrbute_list %}
                        <tr>
                        <td>{{ customer_distrbute.customer }}</td>
                        <td>{{ customer_distrbute.date }}</td>
                        <td>{{ customer_distrbute.get_status_display }}</td>
                        </tr>
    
                    {% endfor %}
    
                        <tbody>
    
                        </tbody>
                    </table>
                </form>
            </div>
    
        </div>
    </div>
    </body>
    </html>
    View Code
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  • 原文地址:https://www.cnblogs.com/venicid/p/9581659.html
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