CRM

客户关系管理系统

实现功能

资源管理:

　　班级管理　　学生管理　　课程管理　　...

销售:

　　订单跟进　　公共资源(满足条件的私人客户会转到公共客户中)

班主任:

　　每日课程记录(生成课程,考勤管理)

表结构设计

 

Django模型类

from django.db import models

from rbac import models as models_rbac


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
    """
    auth=models.OneToOneField(verbose_name="用户权限",to=models_rbac.User,null=True,blank=True)
    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")

    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：
        北京海淀校区
        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')
    course = models.ForeignKey(verbose_name='课程名称', to='Course')

    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',limit_choices_to={"depart_id__in":[1002,1003]} ,related_name="abc")
    tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',limit_choices_to={"depart_id":1001})

    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, '男'), (2, '女'))
    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"
    )
    course = models.ManyToManyField(verbose_name="咨询课程", to="Course")

    status_choices = [
        (1, "已报名"),
        (2, "未报名"),
        (3, "正在跟进"),
        (4, "三天未跟进"),
        (5, "15天未成单"),
    ]
    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}  )

    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 PaymentRecord(models.Model):
    """
    缴费记录
    """
    customer = models.ForeignKey(Customer, verbose_name="客户")

    class_list = models.ForeignKey(verbose_name="班级", to="ClassList", blank=True, null=True)

    pay_type_choices = [
        (1, "订金/报名费"),
        (2, "学费"),
        (3, "转班"),
        (4, "退学"),
        (5, "退款"),
    ]
    pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=1)
    paid_fee = models.IntegerField(verbose_name="费用数额", default=0)
    turnover = models.IntegerField(verbose_name="成交金额", blank=True, null=True)
    quote = models.IntegerField(verbose_name="报价金额", blank=True, null=True)
    note = models.TextField(verbose_name="备注", blank=True, null=True)
    date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True)
    consultant = models.ForeignKey(verbose_name="负责老师", to='UserInfo', help_text="谁签的单就选谁")


class Student(models.Model):
    """
    学生表（已报名）
    """
    customer = models.OneToOneField(verbose_name='客户信息', to='Customer')

    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")
    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]})
    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")
    student = models.ForeignKey(verbose_name="学员", to='Student')
    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")
    consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001})
    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)


class ConsultRecord(models.Model):
    """
    客户跟进记录
    """
    customer = models.ForeignKey(verbose_name="所咨询客户", to='Customer')
    consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo')
    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

功能代码

客户信息页

class CustomerConfig(ModelSatrk):

    def display_courses(self, obj=None, is_header=False):
        if is_header:
            return "咨询课程"
        temp=[]
        for course in obj.course.all():
            tag="<a href='/stark/app01/customer/cancel/%s/%s' 
                           style='padding:6px 3px;border:1px solid #336699'>%s
                    </a>"%(obj.pk,course.pk,course.name)
            temp.append(tag)
        s="".join(temp)
        return mark_safe(s)

    def display_consultrecord(self,obj=None,is_header=False):
        # 跟进按钮
        if is_header:
            return "跟进"
        return mark_safe("<a href='/stark/app01/consultrecord/?customer=%s'>
                                   跟进记录</a>"%(obj.pk))


    def extra_url(self):
        # 拓展路由
        temp=[]
        temp.append(url("cancel/(\d+)/(\d+)/$", self.cancel_course)) # 取消咨询课程
        temp.append(url("public/$", self.public_customers)) # 公共客户页
        temp.append(url("mycustormers/$", self.mycustormers)) # 私人客户页
        temp.append(url("further_follow/(\d+)$", self.further_follow)) # 获取公共客户

        return temp

    def cancel_course(self,request,customer_id,course_id):
        # 取消咨询课程, 返回展示页面
        customer=Customer.objects.get(pk=customer_id)
        customer.course.remove(course_id)
        return redirect(self.get_list_url())

    def public_customers(self,request):
        # 公共客户资源
        from django.db.models import Q
        import datetime
        current_date=datetime.datetime.now()
        delta_15d=datetime.timedelta(days=15)
        delta_3d=datetime.timedelta(days=3)
        # 15天未成单，或者三天未跟进的客户属于公共客户
        #15天未成单:  current_date-recv_date>15------>recv_date<current_date-15
        #三天未跟进:  current_date-last_consult_date>3
        # 找三天未跟进, 且15天未成单的用户放入公共资源, 之前是自己的就不放了
        user_id=3
        customer_list=Customer.objects.filter(Q(recv_date__lt=current_date-delta_15d)|
                                                                Q(last_consult_date__lt=
                                                                current_date-delta_3d),status=2).exclude(
                                                                                               consultant_id=user_id)
        return render(request,"public_customers.html",locals())

    def mycustormers(self,request):
        # 我的客户
        user_id=3
        customer_distrbute_list=CustomerDistrbute.objects.filter(consultant_id=user_id)
        return render(request,"mycustomers.html",locals())

    def further_follow(self,request,customer_id):
        user_id=4
        import datetime
        cdate=datetime.datetime.now()
        from django.db.models import Q

        import datetime
        current_date = datetime.datetime.now()
        delta_15d = datetime.timedelta(days=15)
        delta_3d = datetime.timedelta(days=3)
        # 在客户表中寻找过期的, 并且设置课程顾问
        ret=Customer.objects.filter(pk=customer_id).
                                        filter(Q(recv_date__lt=current_date-delta_15d)|
                                                Q(last_consult_date__lt=current_date-delta_3d)).
                                        update(consultant_id=3,recv_date=cdate,last_consult_date=cdate)
        if not ret:
            return HttpResponse("没了")
        # 设置课程顾问成功, 在跟进历史中新加一条记录
        CustomerDistrbute.objects.create(customer_id=customer_id,
                                                  consultant_id=user_id,date=cdate,status=1)

        return HttpResponse("抢单成功！")

学生信息页

class StudentConfig(ModelSatrk):

    def score_show(self,obj=None,is_header=False):
        if is_header:
            return "查看成绩"
        return mark_safe("<a href='/stark/app01/student/score_view/%s'>查看成绩</a>"%obj.pk)

    def score_view(self,request,student_id):
        if request.is_ajax():
            cid=request.GET.get("cid")
            sid=request.GET.get("sid")
            # 在上课记录里找这种学生在这个班的成绩
            study_record_list=StudyRecord.objects.filter(student=sid,
                                                                             course_record__class_obj_id=cid)

            data=[]

            for study_record in study_record_list:
                data.append(["day%s"%study_record.course_record.day_num,study_record.score])

            # print(data)

            from django.http import JsonResponse
            return JsonResponse(data,safe=False)
        else:
            obj=Student.objects.filter(pk=student_id).first()
            class_list=obj.class_list.all()

            return render(request,"score_view.html",{"class_list":class_list,"obj":obj})


    def extra_url(self):

        temp=[]
        temp.append(url("score_view/(\d+)",self.score_view))
        return temp

课程记录

class CourseRecordConfig(ModelSatrk):

    def check(self,obj=None,is_header=False):
        if is_header:
            return "考勤记录"
        # 这个链接被拓展到了学生上课记录中, 在学生上课记录中找这堂课的信息
        return mark_safe("<a href='/stark/app01/studyrecord/?course_record=%s'>考勤</a>"%obj.pk)

    def score_list(self,request,courserecord_id):
       if request.method=="GET":

           from django import forms
           from django.forms import widgets

           # 本节课的学生上课记录
           study_record_list = StudyRecord.objects.filter(course_record_id=courserecord_id)

           for study_record in study_record_list:
               # 通过元类构建一个Form类
               ScoreForm = type("ScoreForm", (forms.Form,), {
                   "score_%s"%study_record.pk: forms.ChoiceField(choices=StudyRecord.score_choices,
                                                 widget=widgets.Select(attrs={"class": "form-control"})
                                                 ),
                   "homework_note_%s"%study_record.pk: forms.CharField(
                       widget=widgets.Textarea(attrs={"class":"form-control","rows":3,"cols":8})
                   )

               })
               # 为每个上课记录动态的添加一个属性, 形成一个填充数据的表单
               study_record.form=ScoreForm(initial={"score_%s"%study_record.pk:study_record.score, # 得分
                                                    "homework_note_%s"%study_record.pk:study_record.homework_note}) # 评语

           return render(request, "score_list.html",{"study_record_list": study_record_list})

       else:
           # print(request.POST)

           info={}
           for item ,val in request.POST.items():
               if item=="csrfmiddlewaretoken":
                   continue
               field,pk=item.rsplit("_",1) # 反向切割得到字段名和上课记录的id
               if pk not in info:
                    info[pk]={field:val}
               else:
                   info[pk][field]=val

           for pk,update_data in info.items(): # 更新数据库
               StudyRecord.objects.filter(pk=pk).update(**update_data)



           return redirect(request.path)

    def extra_url(self):
        temp=[]
        temp.append(url("score_list/(\d+)",self.score_list)) # 录入成绩
        return temp

    def recordscore(self, obj=None, is_header=False):
        if is_header:
            return "录入成绩"
        return mark_safe("<a href='/stark/app01/courserecord/score_list/%s'>录入成绩</a>"%obj.pk)

    list_display_links = ["class_obj"]

    list_display = ["class_obj","day_num",check,recordscore]

    def patch_init(self,queryset):
        # 生成本节课学生上课记录
        for course_record in queryset:
            student_list=Student.objects.filter(class_list=course_record.class_obj)
            for student in student_list:
                StudyRecord.objects.create(course_record=course_record,student=student)




    patch_init.desc = "批量初始化"

    actions = [patch_init]

学生记录

class StudyRecordConfig(ModelSatrk):
    def display_record(self, obj=None, is_header=False):
        if is_header:
            return "记录"
        return obj.get_record_display()

    def display_score(self, obj=None, is_header=False):
        if is_header:
            return "成绩"
        return obj.get_score_display()



    list_display = ["student","course_record",display_record,display_score]


    # 批量操作
    def absense(self,queryset):
        queryset.update(record="noshow")
    def vacate(self,queryset):
        queryset.update(record="vacate")

    vacate.desc="请假"
    absense.desc="缺勤"
    actions = [absense,vacate]