Python CRM项目一

开发环境:

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

运行环境

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

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

项目功能图:

项目表UML表关系图

models.py表关系创建

  1 from django.db import models
  2 from django.contrib.auth.models import User
  3 # Create your models here.
  4 class Customer(models.Model):
  5     '''客户信息表'''
  6     name = models.CharField(max_length=32,null=True,blank=True)
  7     qq = models.CharField(max_length=64,unique=True)
  8     qq_name = models.CharField(max_length=64,null=True,blank=True)
  9     phone = models.CharField(max_length=64,null=True,blank=True)
 10     source_choices = ((0,'转介绍'),(1,'QQ群'),(2,'官网'),(3,'百度推广'),(4,'51cto'),(5,'知乎推荐'),(6,'市场推广'))
 11     source = models.SmallIntegerField(choices=source_choices)
 12     referral_from = models.CharField(verbose_name='转介绍人QQ',max_length=64,null=True,blank=True)
 13     consult_course = models.ForeignKey('Course',verbose_name='咨询课程')
 14     content = models.TextField(verbose_name='咨询详情')
 15     consultant = models.ForeignKey('UserProfile',verbose_name='销售')
 16     tags = models.ManyToManyField('Tag',blank=True,null=True);
 17     memo = models.TextField(blank=True,null=True)
 18     status_choice = (('signed','已报名'),('unregistered','未报名'))
 19     status = models.CharField(max_length=64,choices=status_choice,default='unregistered',verbose_name='客户状态')
 20     date = models.DateTimeField(auto_now_add=True)
 21 
 22     class Meta:
 23         verbose_name_plural = '客户'
 24 
 25     def __str__(self):
 26         return self.name
 27 
 28 class CustomerFollowUp(models.Model):
 29     '''客户跟进表'''
 30     customer = models.ForeignKey('Customer')
 31     content = models.TextField(verbose_name='跟进内容')
 32     consultant = models.ForeignKey('UserProfile')
 33     intention_choices = ((0,'2周内报名'),(1,'1个月报名'),(2,'近期无报名计划'),(3,'已在其他机构报名'),(4,'已报名'),(5,'已拉黑'))
 34     intention = models.SmallIntegerField(choices=intention_choices)
 35     date = models.DateTimeField(auto_now_add=True)
 36 
 37     def __str__(self):
 38         return '%s %s' % (self.customer.qq, self.intention)
 39 
 40     class Meta:
 41         verbose_name_plural = '客户跟进记录'
 42 
 43 class Course(models.Model):
 44     '''课程表'''
 45     name = models.CharField(max_length=128,unique=True)
 46     price = models.PositiveSmallIntegerField()
 47     period = models.PositiveSmallIntegerField(verbose_name='周期(月)')
 48     outline = models.TextField()
 49 
 50     def __str__(self):
 51         return self.name
 52 
 53     class Meta:
 54         verbose_name_plural = '课程'
 55 
 56 class Branch(models.Model):
 57     '''校区表'''
 58     name = models.CharField(max_length=128,unique=True)
 59     addr = models.CharField(max_length=512)
 60 
 61     def __str__(self):
 62         return self.name
 63 
 64     class Meta:
 65         verbose_name_plural = '校区'
 66 
 67 class ClassList(models.Model):
 68     '''班级表'''
 69     branch = models.ForeignKey('Branch',verbose_name='分校')
 70     course = models.ForeignKey('Course')
 71     semester = models.PositiveSmallIntegerField(verbose_name='学期')
 72     teachers =  models.ManyToManyField('UserProfile')
 73     class_type_choice = ((0,'面授班(脱产)'),(1,'面授班(周末)'),(2,'网络班'))
 74     class_type = models.SmallIntegerField(choices=class_type_choice)
 75     start_date = models.DateField(verbose_name='开班日期')
 76     end_date = models.DateField(verbose_name='结业日期',blank=True,null=True)
 77 
 78     def __str__(self):
 79         return '%s %s %s' % (self.branch, self.course, self.semester)
 80 
 81     class Meta:
 82         unique_together = ('branch', 'course', 'semester')
 83         verbose_name_plural = '班级'
 84 
 85 
 86 
 87 class CourseRecord(models.Model):
 88     '''上课记录表'''
 89     from_class = models.ForeignKey('ClassList',verbose_name='班级')
 90     day_num = models.PositiveSmallIntegerField(verbose_name='第几节(天)')
 91     teacher = models.ForeignKey('UserProfile')
 92     has_homework = models.BooleanField(default=True)
 93     homework_title = models.CharField(max_length=256,blank=True,null=True)
 94     homework_content = models.TextField(blank=True,null=True)
 95     outline = models.TextField(verbose_name='本节课大纲')
 96     date = models.DateTimeField(auto_now_add=True)
 97 
 98     def __str__(self):
 99         return '%s %s' % (self.from_class, self.day_num)
100 
101     class Meta:
102         unique_together = ('from_class', 'day_num')
103         verbose_name_plural = '上课记录'
104 
105 
106 class StudyRecord(models.Model):
107     '''学习记录表'''
108     student = models.ForeignKey('Enrollment')
109     course_record = models.ForeignKey('CourseRecord')
110     attendance_choice = ((0,'已签到'),(1,'迟到'),(2,'缺勤'),(3,'早退'))
111     attendance = models.SmallIntegerField(choices=attendance_choice,default=0)
112     score_choices = ((100,'A+'),(90,'A'),(85,'B+'),(80,'B'),(75,'B-'),(70,'C+'),(60,'C'),(40,'C-'),(-50,'D'),(-100,'COPY'),(0,'N/A'))
113     score = models.SmallIntegerField(choices=score_choices)
114     memo = models.TextField(blank=True,null=True)
115     date = models.DateTimeField(auto_now_add=True)
116 
117     def __str__(self):
118         return '%s %s %s' % (self.student, self.course_record, self.score)
119 
120     class Meta:
121         unique_together = ('student', 'course_record')
122         verbose_name_plural = '学习记录'
123 
124 
125 
126 
127 class Enrollment(models.Model):
128     '''学生报名表(学生报名信息,合同,入学日期,所报班级)'''
129     customer = models.ForeignKey('Customer')
130     enrolled_class = models.ForeignKey('ClassList',verbose_name='所报班级')
131     consultant = models.ForeignKey('UserProfile',verbose_name='课程顾问')
132     contact_agreed = models.BooleanField(default=False,verbose_name='学生已同意合同条款')
133     contact_approved = models.BooleanField(default=False,verbose_name='合同已审核')
134     date = models.DateTimeField(auto_now_add=True)
135 
136     def __str__(self):
137         return '%s %s' % (self.customer, self.enrolled_class)
138 
139     class Meta:
140         unique_together = ('customer', 'enrolled_class')
141         verbose_name_plural = '报名'
142 
143 class Payment(models.Model):
144     '''缴费记录'''
145     customer = models.ForeignKey('Customer')
146     course = models.ForeignKey('Course')
147     amount = models.PositiveIntegerField(verbose_name='数额',default=500)
148     consultant = models.ForeignKey('UserProfile')
149     date = models.DateTimeField(auto_now_add=True)
150 
151     def __str__(self):
152         return '%s %s' % (self.customer, self.amount)
153 
154     class Meta:
155         verbose_name_plural = '缴费记录'
156 
157 class UserProfile(models.Model):
158     '''账号表'''
159     user = models.OneToOneField(User)
160     name = models.CharField(max_length=32)
161     roles = models.ManyToManyField('Role',blank=True,null=True)
162 
163     def __str__(self):
164         return self.name
165 
166 
167 class Role(models.Model):
168     '''角色表'''
169     name = models.CharField(max_length=64,unique=True)
170 
171     def __str__(self):
172         return self.name
173 
174     class Meta:
175         verbose_name_plural = '角色'
176 
177 class Tag(models.Model):
178     '''标签备注'''
179     name = models.CharField(max_length=64,unique=True)
180 
181     def __str__(self):
182         return self.name
183     class Meta:
184         verbose_name_plural = '标签'

View Code

在Settings文件中配置静态文件路径

1 STATIC_URL = '/static/'
2 STATICFILES_DIRS =(
3     os.path.join(BASE_DIR,'static'),
4 )

View Code

更改默认的数据库

 1 DATABASES = {
 2 'default': {
 3         'ENGINE': 'django.db.backends.mysql',
 4         'NAME': 'prefect_crm',
 5         'USER': 'root',
 6         'PASSWORD': 'oldboy',
 7         'HOST': '127.0.0.1',
 8         'PORT': '3306'
 9     }
10 }

View Code

在app下的__init__.py中插入

1 import pymysql
2 pymysql.install_as_MySQLdb()

View Code