Django CRM系统

class Customer(models.Model):
‘‘‘存储所有客户信息‘‘‘
#客户在咨询时，多是通过qq,所以这里就把qq号做为唯一标记客户的值，不能重复
qq = models.CharField(max_length=64,unique=True,help_text=u‘QQ号必须唯一‘)
qq_name = models.CharField(u‘QQ名称‘,max_length=64,blank=True,null=True)
#客户只要没报名，你没理由要求人家必须告诉你真实姓名及其它更多私人信息呀
name = models.CharField(u‘姓名‘,max_length=32,blank=True,null=True)
sex_type = ((‘male‘,u‘男‘),(‘female‘,u‘女‘))
sex = models.CharField(u"性别",choices=sex_type,default=‘male‘,max_length=32)
birthday = models.DateField(u‘出生日期‘,max_length=64,blank=True,null=True,help_text="格式yyyy-mm-dd")
phone = models.BigIntegerField(u‘手机号‘,blank=True,null=True)
email = models.EmailField(u‘常用邮箱‘,blank=True,null=True)
id_num = models.CharField(u‘身份证号‘,blank=True,null=True,max_length=64)
source_type = ((‘qq‘,u"qq群"),
(‘referral‘,u"内部转介绍"),
(‘website‘,u"官方网站"),
(‘baidu_ads‘,u"百度广告"),
(‘qq_class‘,u"腾讯课堂"),
(‘school_propaganda‘,u"高校宣讲"),
(‘51cto‘,u"51cto"),
(‘others‘,u"其它"),
)
#这个客户来源渠道是为了以后统计各渠道的客户量＼成单量，先分类出来
source = models.CharField(u‘客户来源‘,max_length=64, choices=source_type,default=‘qq‘)
#我们的很多新客户都是老学员转介绍来了，如果是转介绍的，就在这里纪录是谁介绍的他，前提这个介绍人必须是我们的老学员噢，要不然系统里找不到
referral_from = models.ForeignKey(‘self‘,verbose_name=u"转介绍自学员",help_text=u"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",blank=True,null=True,related_name="internal_referral")
#已开设的课程单独搞了张表，客户想咨询哪个课程，直接在这里关联就可以
course = models.ForeignKey("Course",verbose_name=u"咨询课程")
class_type_choices = ((‘online‘, u‘网络班‘),
(‘offline_weekend‘, u‘面授班(周末)‘,),
(‘offline_fulltime‘, u‘面授班(脱产)‘,),
)
class_type = models.CharField(u"班级类型",max_length=64,choices=class_type_choices)
customer_note = models.TextField(u"客户咨询内容详情",help_text=u"客户咨询的大概情况,客户个人信息备注等...")
work_status_choices = ((‘employed‘,‘在职‘),(‘unemployed‘,‘无业‘))
work_status = models.CharField(u"职业状态",choices=work_status_choices,max_length=32,default=‘employed‘)
company = models.CharField(u"目前就职公司",max_length=64,blank=True,null=True)
salary = models.CharField(u"当前薪资",max_length=64,blank=True,null=True)
status_choices = ((‘signed‘,u"已报名"),(‘unregistered‘,u"未报名"))
status = models.CharField(u"状态",choices=status_choices,max_length=64,default=u"unregistered",help_text=u"选择客户此时的状态")
#课程顾问很得要噢，每个招生老师录入自己的客户
consultant = models.ForeignKey("UserProfile",verbose_name=u"课程顾问")
date = models.DateField(u"咨询日期",auto_now_add=True)

def __str__(self):
return u"QQ:%s -- Name:%s" %(self.qq,self.name)

class Meta: #这个是用来在admin页面上展示的，因为默认显示的是表名，加上这个就变成中文啦
verbose_name = u‘客户信息表‘
verbose_name_plural = u"客户信息表"

class Enrollment(models.Model):
‘‘‘存储学员报名的信息‘‘‘

#所有报名的学生 肯定是来源于客户信息表的，先咨询，后报名嘛
customer = models.ForeignKey(Customer)
school = models.ForeignKey(‘Branch‘, verbose_name=‘校区‘)

#选择他报的班级，班级是关联课程的，比如python开发10期
course_grade = models.ForeignKey("ClassList", verbose_name="所报班级")
why_us = models.TextField("为什么报名老男孩", max_length=1024, default=None, blank=True, null=True)
your_expectation = models.TextField("学完想达到的具体期望", max_length=1024, blank=True, null=True)
contract_agreed = models.BooleanField("我已认真阅读完培训协议并同意全部协议内容")
contract_approved = models.BooleanField("审批通过", help_text=u"在审阅完学员的资料无误后勾选此项,合同即生效")
enrolled_date = models.DateTimeField(auto_now_add=True, auto_created=True,
verbose_name="报名日期")
memo = models.TextField(‘备注‘, blank=True, null=True)

def __str__(self):
return "<%s 课程:%s>" %(self.customer ,self.course_grade)

class Meta:
verbose_name = ‘学员报名表‘
verbose_name_plural = "学员报名表"
unique_together = ("customer", "course_grade")
#这里为什么要做个unique_together联合唯一？因为老男孩有很多个课程， 学生学完了一个觉得好的话，以后还可以再报其它班级，
#每报一个班级，就得单独创建一条报名记录，所以这里想避免重复数据的话，就得搞个"客户 + 班级"的联合唯一喽

class CustomerFollowUp(models.Model):
‘‘‘存储客户的后续跟进信息‘‘‘
customer = models.ForeignKey(Customer,verbose_name=u"所咨询客户")
note = models.TextField(u"跟进内容...")
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"),
(8,u"已交全款"),
)
status = models.IntegerField(u"状态",choices=status_choices,help_text=u"选择客户此时的状态")

consultant = models.ForeignKey("UserProfile",verbose_name=u"跟踪人")
date = models.DateField(u"跟进日期",auto_now_add=True)

def __str__(self):
return u"%s, %s" %(self.customer,self.status)

class Meta:
verbose_name = u‘客户咨询跟进记录‘
verbose_name_plural = u"客户咨询跟进记录"

class ClassList(models.Model):
‘‘‘存储班级信息‘‘‘
#创建班级时需要选择这个班所学的课程
branch = models.ForeignKey("Branch",verbose_name="校区")
course = models.ForeignKey("Course",verbose_name=u"课程")
class_type_choices = ((0,‘面授‘),(1,‘随到随学网络‘))
class_type = models.SmallIntegerField(choices=class_type_choices,default=0)
total_class_nums = models.PositiveIntegerField("课程总节次",default=10)
semester = models.IntegerField(u"学期")
price = models.IntegerField(u"学费", default=10000)
start_date = models.DateField(u"开班日期")
graduate_date = models.DateField(u"结业日期", blank=True, null=True)
#选择这个班包括的讲师，可以是多个
teachers = models.ManyToManyField("UserProfile", verbose_name=u"讲师")

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

class Meta:
verbose_name = u‘班级列表‘
verbose_name_plural = u"班级列表"
#为避免重复创建班级，课程名＋学期做联合唯一
unique_together = ("course", "semester")
#自定义方法，反向查找每个班级学员的数量，在后台admin里 list_display加上这个"get_student_num"就可以看到
def get_student_num(self):
return "%s" % self.customer_set.select_related().count()

get_student_num.short_description = u‘学员数量‘

class Course(models.Model):
‘‘‘存储所开设课程的信息‘‘‘
name = models.CharField(u"课程名",max_length=64,unique=True)
description = models.TextField("课程描述")
outline = models.TextField("课程大纲")
period = models.IntegerField("课程周期(Month)")

def __str__(self):
return self.name

class CourseRecord(models.Model):
‘‘‘存储各班级的上课记录‘‘‘

#讲师创建上课纪录时要选择是上哪个班的课
course = models.ForeignKey(ClassList, verbose_name="班级(课程)")
day_num = models.IntegerField("节次", help_text="此处填写第几节课或第几天课程...,必须为数字")
date = models.DateField(auto_now_add=True, verbose_name="上课日期")
teacher = models.ForeignKey("UserProfile", verbose_name="讲师")
has_homework = models.BooleanField(default=True, verbose_name="本节有作业")
homework_title = models.CharField(max_length=128,blank=True,null=True)
homework_requirement = models.TextField(blank=True,null=True)

def __str__(self):
return "%s 第%s天" % (self.course, self.day_num)

class Meta:
verbose_name = u‘上课纪录‘
verbose_name_plural = u"上课纪录"
unique_together = (‘course‘, ‘day_num‘)

class StudyRecord(models.Model):
‘‘‘存储所有学员的详细的学习成绩情况‘‘‘
student = models.ForeignKey("Customer",verbose_name=u"学员")
course_record = models.ForeignKey(CourseRecord, verbose_name=u"第几天课程")
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-‘),
(-50,‘D‘), (0,‘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 __str__(self):
return u"%s,学员:%s,纪录:%s, 成绩:%s" %(self.course_record,self.student.name,self.record,self.get_score_display())

class Meta:
verbose_name = u‘学员学习纪录‘
verbose_name_plural = u"学员学习纪录"
#一个学员，在同一节课只可能出现一次，所以这里把course_record ＋ student 做成联合唯一
unique_together = (‘course_record‘,‘student‘)

class UserProfile(auth.AbstractBaseUser, auth.PermissionsMixin):
email = models.EmailField(
verbose_name=‘email address‘,
max_length=255,
unique=True,

)
password = models.CharField(_(‘password‘), max_length=128,
help_text=mark_safe(‘‘‘<a class=‘btn-link‘ href=‘password‘>重置密码</a>‘‘‘))

is_active = models.BooleanField(default=True)
is_admin = models.BooleanField(default=False)
is_staff = models.BooleanField(
verbose_name=‘staff status‘,
default=True,
help_text=‘Designates whether the user can log into this admin site.‘,
)
name = models.CharField(max_length=32)
#role = models.ForeignKey("Role",verbose_name="权限角色")
branch = models.ForeignKey("Branch",verbose_name="所属校区",blank=True,null=True)
roles = models.ManyToManyField(‘Role‘,blank=True)
memo = models.TextField(‘备注‘, blank=True, null=True, default=None)
date_joined = models.DateTimeField(blank=True, null=True, auto_now_add=True)

USERNAME_FIELD = ‘email‘
# REQUIRED_FIELDS = [‘name‘,‘token‘,‘department‘,‘tel‘,‘mobile‘,‘memo‘]
REQUIRED_FIELDS = [‘name‘]

def get_full_name(self):
# The user is identified by their email address
return self.email

def get_short_name(self):
# The user is identified by their email address
return self.email

def __str__(self): # __str__ on Python 2
return self.email

# def has_perm(self, perm, obj=None):
# "Does the user have a specific permission?"
# # Simplest possible answer: Yes, always
# return True
def has_perms(self, perm, obj=None):
"Does the user have a specific permission?"
# Simplest possible answer: Yes, always
return True

def has_module_perms(self, app_label):
"Does the user have permissions to view the app `app_label`?"
# Simplest possible answer: Yes, always
return True


@property
def is_superuser(self):
"Is the user a member of staff?"
# Simplest possible answer: All admins are staff
return self.is_admin

class Meta:
verbose_name = ‘用户信息‘
verbose_name_plural = u"用户信息"


objects = auth.UserManager()

class Meta:
verbose_name = ‘CRM账户‘
verbose_name_plural = ‘CRM账户‘

class Role(models.Model):
‘‘‘角色信息‘‘‘
name = models.CharField(max_length=32,unique=True)
menus = models.ManyToManyField(‘FirstLayerMenu‘,blank=True)

def __str__(self):
return self.name

class Branch(models.Model):
‘‘‘存储所有校区‘‘‘
name = models.CharField(max_length=64,unique=True)
def __str__(self):
return self.name

class FirstLayerMenu(models.Model):
‘‘‘第一层侧边栏菜单‘‘‘
name = models.CharField(‘菜单名‘,max_length=64)
url_type_choices = ((0,‘related_name‘),(1,‘absolute_url‘))
url_type = models.SmallIntegerField(choices=url_type_choices,default=0)
url_name = models.CharField(max_length=64,unique=True)
order = models.SmallIntegerField(default=0,verbose_name=‘菜单排序‘)
sub_menus = models.ManyToManyField(‘SubMenu‘,blank=True)

def __str__(self):
return self.name

class SubMenu(models.Model):
‘‘‘第二层侧边栏菜单‘‘‘

name = models.CharField(‘二层菜单名‘, max_length=64)
url_type_choices = ((0,‘related_name‘),(1,‘absolute_url‘))
url_type = models.SmallIntegerField(choices=url_type_choices,default=0)
url_name = models.CharField(max_length=64, unique=True)
order = models.SmallIntegerField(default=0, verbose_name=‘菜单排序‘)

def __str__(self):
return self.name

class PaymentRecord(models.Model):
enrollment = models.ForeignKey("Enrollment")
pay_type_choices = ((‘deposit‘, u"订金/报名费"),
(‘tution‘, u"学费"),
(‘refund‘, u"退款"),
)
pay_type = models.CharField("费用类型", choices=pay_type_choices, max_length=64, default="deposit")
paid_fee = models.IntegerField("费用数额", default=0)
note = models.TextField("备注",blank=True, null=True)
date = models.DateTimeField("交款日期", auto_now_add=True)
consultant = models.ForeignKey(UserProfile, verbose_name="负责老师", help_text="谁签的单就选谁")

def __str__(self):
return "%s, 类型:%s,数额:%s" %(self.enrollment.customer, self.pay_type, self.paid_fee)

class Meta:
verbose_name = ‘交款纪录‘
verbose_name_plural = "交款纪录"