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Django CRM学员系统项目
项目需求:
1.分讲师\学员\课程顾问角色,
2.学员可以属于多个班级,学员成绩按课程分别统计
3.每个班级至少包含一个或多个讲师
4.一个学员要有状态转化的过程 ,比如未报名前,报名后,毕业老学员
5.客户要有咨询纪录, 后续的定期跟踪纪录也要保存
6.每个学员的所有上课出勤情况\学习成绩都要保存
7.学校可以有分校区,默认每个校区的员工只能查看和管理自己校区的学员
8.客户咨询要区分来源
开发一个项目 首选就是先设计好表结构 表结构设计完成 后面写代码就比较轻松了
我这边创建的项目是crm 项目名为app01
1,表结构 app01/models.py
#!/usr/bin/env python#_*_ coding:utf8 _*_from __future__ import unicode_literalsfrom django.db import modelsfrom django.core.exceptions import ValidationErrorfrom django.contrib.auth.models import Usercourse_type_choices = ( (‘online‘,u‘网络班‘,), (‘offline_weekend‘,u‘面授班(周末)‘,), (‘offline_fulltime‘,u‘面授班(脱产)‘,), )class School(models.Model): name = models.CharField(max_length=128,unique=True) city = models.CharField(max_length=64) addr = models.CharField(max_length=128) def __unicode__(self): return self.nameclass UserProfile(models.Model): user = models.OneToOneField(User) name = models.CharField(max_length=64) school = models.ForeignKey(‘School‘) def __unicode__(self): return self.nameclass Customer(models.Model): qq = models.CharField(max_length=64,unique=True) name = models.CharField(max_length=32,blank=True,null=True) phone = models.BigIntegerField(blank=True,null=True) course = models.ForeignKey(‘Course‘) course_type = models.CharField(max_length=64,choices=course_type_choices,default=‘offline_weekend‘) consult_memo = models.TextField() source_type = ((‘qq‘,u"qq群"), (‘referral‘,u"内部转介绍"), (‘51cto‘,u"51cto"), (‘agent‘,u"招生代理"), (‘others‘,u"其它"), ) source = models.CharField(max_length=64,choices=source_type) referral_from = models.ForeignKey(‘self‘,blank=True,null=True,related_name="referraled_who") status_choices = ((‘signed‘,u"已报名"), (‘unregistered‘,u"未报名"), (‘graduated‘,u"已毕业"), (‘drop-off‘,u"退学"), ) status = models.CharField(choices=status_choices,max_length=64) consultant = models.ForeignKey(‘UserProfile‘,verbose_name=u"课程顾问") class_list = models.ManyToManyField("ClassList",blank=True) date = models.DateField(u"咨询日期",auto_now_add=True) def __unicode__(self): return "%s(%s)"%(self.qq,self.name)class CustomerFollowRecord(models.Model): customer = models.ForeignKey(Customer) track_record = models.TextField(u"跟踪记录") track_date = models.DateField(auto_now_add=True) follwer = models.ForeignKey(UserProfile) status_choices = ((1,u"近期无报名计划"), (2,u"2个月内报名"), (3,u"1个月内报名"), (4,u"2周内报名"), (5,u"1周内报名"), (6,u"2天内报名"), (7,u"已报名"), ) status = models.IntegerField(u"状态",choices=status_choices,help_text=u"选择客户此时的状态") def __unicode__(self): return self.customerclass Course(models.Model): name = models.CharField(max_length=64,unique=True) online_price = models.IntegerField() offline_price = models.IntegerField() introduction = models.TextField() def __unicode__(self): return self.nameclass ClassList(models.Model): course = models.ForeignKey(Course,verbose_name=u"课程") semester = models.IntegerField(verbose_name=u"学期") course_type = models.CharField(max_length=64,choices=course_type_choices,default=‘offline_weekend‘) teachers = models.ManyToManyField(UserProfile) start_date = models.DateField() graduate_date = models.DateField() def __unicode__(self): return "%s(%s)(%s)"%(self.course.name,self.course_type,self.semester) class Meta: unique_together = (‘course‘,‘semester‘,‘course_type‘)class CourseRecord(models.Model): class_obj = models.ForeignKey(ClassList) day_num = models.IntegerField(u"第几节课") course_date = models.DateField(auto_now_add=True,verbose_name=u"上课时间") teacher = models.ForeignKey(UserProfile) #students = models.ManyToManyField(Customer) def __unicode__(self): return "%s,%s"%(self.class_obj,self.day_num) class Meta: unique_together = (‘class_obj‘,‘day_num‘)class StudyRecord(models.Model): course_record = models.ForeignKey(CourseRecord) student = models.ForeignKey(Customer) record_choices = ((‘checked‘, u"已签到"), (‘late‘,u"迟到"), (‘noshow‘,u"缺勤"), (‘leave_early‘,u"早退"), ) record = models.CharField(u"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(u"本节成绩",choices=score_choices,default=-1) date = models.DateTimeField(auto_now_add=True) note = models.CharField(u"备注",max_length=255,blank=True,null=True) def __unicode__(self): return "%s,%s,%s" %(self.course_record,self.student,self.record)
生成表结构
进入项目目录
cmd命令
python manage.py makemigrations 生成同步记录
python manage.py migrate #开始同步
后台设置 显示
admin.py
from django.contrib import adminimport models# Register your models here.admin.site.register(models.UserProfile)admin.site.register(models.Customer)admin.site.register(models.CustomerFollowRecord)admin.site.register(models.ClassList)admin.site.register(models.Course)admin.site.register(models.CourseRecord)admin.site.register(models.StudyRecord)admin.site.register(models.School)
引用bootstrap
在项目当中创建存放图片 页面 css 目录 statics
导入bootstrap
1 开始设计前端页面 我们在官网上面 找到适合自己的模板
写一个base.html模板页面
<!DOCTYPE html><!-- saved from url=(0041)http://v3.bootcss.com/examples/dashboard/ --><html lang="en"><head><meta http-equiv="Content-Type" content="text/html"; charset="UTF-8"> <meta charset="UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1"> <!-- 上述3个meta标签*必须*放在最前面,任何其他内容都*必须*跟随其后! --> <meta name="description" content=""> <meta name="author" content=""> <link rel="icon" href="http://v3.bootcss.com/favicon.ico"> <title>Welcome To yiyezi CRM</title> <!-- Bootstrap core CSS --> <link href="http://www.mamicode.com/static/bootstrap/css/bootstrap.min.css" rel="stylesheet"> <!-- Custom styles for this template --> <link href="http://www.mamicode.com/static/bootstrap/css/dashboard.css" rel="stylesheet"> <link href="http://www.mamicode.com/static/bootstrap/css/customer.css" rel="stylesheet"> </head> <body> <nav class="navbar navbar-inverse navbar-fixed-top"> <div class="container-fluid"> <div class="navbar-header"> <button type="button" class="navbar-toggle collapsed" data-toggle="collapse" data-target="#navbar" aria-expanded="false" aria-controls="navbar"> <span class="sr-only">Toggle navigation</span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <a class="navbar-brand" href="http://v3.bootcss.com/examples/dashboard/#">yiyezi CRM</a> </div> <div id="navbar" class="navbar-collapse collapse"> <ul class="nav navbar-nav navbar-right"> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Dashboard</a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Settings</a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Profile</a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Help</a></li> </ul> <form class="navbar-form navbar-right"> <input type="text" class="form-control" placeholder="Search..."> </form> </div> </div> </nav> <div class="container-fluid"> <div class="row"> <div class="col-sm-3 col-md-2 sidebar"> <ul class="nav nav-sidebar"> <li class="active"><a href="http://v3.bootcss.com/examples/dashboard/#">Overview <span class="sr-only">(current)</span></a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">服务器</a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Analytics</a></li> <li><a href="http://v3.bootcss.com/examples/dashboard/#">Export</a></li> </ul> <ul class="nav nav-sidebar"> <li><a href="">Nav item</a></li> <li><a href="">Nav item again</a></li> <li><a href="">One more nav</a></li> <li><a href="">Another nav item</a></li> <li><a href="">More navigation</a></li> </ul> <ul class="nav nav-sidebar"> <li><a href="">Nav item again</a></li> <li><a href="">One more nav</a></li> <li><a href="">Another nav item</a></li> </ul> </div> <div class="col-sm-9 col-sm-offset-3 col-md-10 col-md-offset-2 main"> <h1 class="page-header">{% block page-header %}Your page header {% endblock %}</h1> {% block page-content %} put your content here {% endblock %} </div> </div> </div> <!-- Bootstrap core JavaScript ================================================== --> <!-- Placed at the end of the document so the pages load faster --> <script src="http://www.mamicode.com/static/bootstrap/js/jquery-2.1.4.js"></script> <script src="http://www.mamicode.com/static/bootstrap/js/bootstrap.min.js"></script></body></html>
注: 把路径写成自己存放的路径
在crm下面的settings.py 设置
可以让路径找到 设置别名
设置前端页面 首页 index.html
http://127.0.0.1:8000/crm
Urls设置
crm下面的urls设置
from django.conf.urls import url,includefrom django.contrib import adminurlpatterns = [ url(r‘^admin/‘, admin.site.urls), url(r‘^crm/‘, include(‘app01.urls‘)),]
app01项目下面的urls设置
#!/usr/bin/env python#_*_ coding:utf8 _*_from django.conf.urls import url,includeimport viewsurlpatterns = [ url(r‘^$‘, views.dashboard), url(r‘^customers/$‘, views.customers), url(r‘^customers/(\d+)/$‘, views.customer_detail),]
查看views设置
#!/usr/bin/env python#_*_ coding:utf8 _*_from django.shortcuts import renderimport modelsfrom django.core.paginator import Paginator, EmptyPage, PageNotAnIntegerfrom app01 import forms# Create your views here.def dashboard(request): return render(request,‘crm/dashboard.html‘)
dashboard.html代码
代码信息
{% extends "base.html" %} #集成base.html 模板{% block page-header %}客户信息列表 #头部信息{% endblock %}
访问地址为
http://127.0.0.1:8000/crm
展示首页
Django CRM学员系统项目
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