Django项目：CRM(客户关系管理系统)--62--52PerfectCRM实现CRM客户报名流程学生合同审核

 1 # sales_urls.py
 2 # ————————47PerfectCRM实现CRM客户报名流程————————
 3 from django.conf.urls import url
 4 from bpm.sales import sales_views
 5 
 6 urlpatterns = [
 7     url(r‘^customer/(\d+)/enrollment/$‘, sales_views.enrollment, name="enrollment"),#客户招生#报名流程一 下一步
 8 
 9     # ————————48PerfectCRM实现CRM客户报名流程学生合同————————
10     # url(r‘^customer/registration/(\d+)/$‘, sales_views.stu_registration, name="stu_registration"),  # 报名流程二 学员签同合
11     # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
12     url(r‘^customer/registration/(\d+)/(\w+)/$‘, sales_views.stu_registration, name="stu_registration"),#报名流程二 学员签同合
13     # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
14     # ————————48PerfectCRM实现CRM客户报名流程学生合同————————
15 
16     # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————
17     url(r‘^contract_prompt/$‘, sales_views.contract_prompt, name="contract_prompt"),  # 报名流程二 提示学员
18     url(r‘^not_audit/$‘, sales_views.not_audit),  # 报名流程二  未审核 查询
19     url(r‘^contract_review/(\d+)/$‘, sales_views.contract_review, name="contract_review"),  # 报名流程三  审核
20     url(r‘^enrollment_rejection/(\d+)/$‘, sales_views.enrollment_rejection, name="enrollment_rejection"),  # 报名流程三 驳回
21     # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————
22 
23 ]
24 # ————————47PerfectCRM实现CRM客户报名流程————————

  1 # sales_views.py
  2 # ————————47PerfectCRM实现CRM客户报名流程————————
  3 from django.db import IntegrityError  #主动捕捉错误信息
  4 from django.shortcuts import render  #页面返回
  5 from crm import models    #数据库
  6 from bpm.bpm_auxiliary import bpm_forms   #自定制 forms
  7 
  8 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
  9 import random #随机
 10 import string #字母 数字
 11 from django.core.cache import cache  #缓存
 12 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 13 
 14 #报名填写 销售
 15 def enrollment(request,customer_id):
 16     msgs={} #错误信息
 17     customer_obj=models.Customer.objects.get(id=customer_id)#取到客户信息记录 #返回到页面
 18 
 19     if request.method=="POST":
 20         enroll_form= bpm_forms.EnrollmentForm(request.POST)#获取数据
 21         if enroll_form.is_valid():#表单验证
 22 
 23             # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 24             # msg = ‘‘‘请将此链接发给客户进行填写：
 25             #        http://127.0.0.1:8000/bpm/customer/registration/{enroll_obj_id}/
 26             #     ‘‘‘
 27             msg = ‘‘‘请将此链接发给客户进行填写：
 28                    http://127.0.0.1:8000/bpm/customer/registration/{enroll_obj_id}/{random_str}/ 
 29                 ‘‘‘
 30             random_str=‘‘.join(random.sample(string.ascii_lowercase+string.digits,8))#生成8位随机字符串 #URL使用
 31             url_str=‘‘‘customer/registration/{enroll_obj_id}/{random_str}/‘‘‘#报名链接
 32             # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 33             try:
 34                 print(enroll_form.cleaned_data,‘cleaned‘)
 35                 enroll_form.cleaned_data[‘customer‘]=customer_obj#添加学员对象 记录
 36                 enroll_obj=models.Enrollment.objects.create(**enroll_form.cleaned_data)#创建记录
 37 
 38                 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 39                 # msgs[‘msg‘]=msg.format(enroll_obj_id=enroll_obj.id)#报名记录对应的id,随机字符串，报名链接
 40                 sort_url=enroll_obj.id#获取报名表对应的ID
 41                 cache.set(enroll_obj.id,random_str,61000)#加入过期时间   #URL使用    # cache缓存
 42                 msgs[‘msg‘]=msg.format(enroll_obj_id=enroll_obj.id,random_str=random_str)#报名记录对应的id,随机字符串，报名链接
 43                 url_str=url_str.format(enroll_obj_id=enroll_obj.id,random_str=random_str)#报名链接
 44                 print(url_str)
 45                 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 46 
 47             except IntegrityError as e:
 48                 #取到这条记录
 49                 enroll_obj=models.Enrollment.objects.get(customer_id=customer_obj.id,
 50                                                          enrolled_class_id=enroll_form.cleaned_data[‘enrolled_class‘].id)
 51 
 52                 # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————
 53                 if enroll_obj.contract_agreed:#学员同意
 54                     #return redirect(‘/crm/contract_review/%s/‘%enroll_obj.id)#跳转到审核页面
 55                     return render(request,‘bpm_sales/contract_prompt.html‘,locals())#跳转提示页面
 56                 # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————
 57 #
 58                 enroll_form.add_error(‘__all__‘,‘记录已经存在，不能重复创建！‘)
 59                 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 60                 # msgs[‘msg‘]=msg.format(enroll_obj_id=enroll_obj.id)#报名记录对应的id
 61                 cache.set(enroll_obj.id,random_str,61000)#加入过期时间  #URL使用    # cache缓存
 62                 msgs[‘msg‘]=msg.format(enroll_obj_id=enroll_obj.id,random_str=random_str)#报名记录对应的id
 63                 url_str=url_str.format(enroll_obj_id=enroll_obj.id,random_str=random_str)#报名链接
 64 
 65                 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 66     else:
 67         enroll_form= bpm_forms.EnrollmentForm()#modelform表单
 68     return render(request, ‘bpm_sales/enrollment.html‘, locals())
 69 
 70 # ————————47PerfectCRM实现CRM客户报名流程————————
 71 
 72 
 73 
 74 # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
 75 import os
 76 from PerfectCRM import settings
 77 import json
 78 # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
 79 # ————————48PerfectCRM实现CRM客户报名流程学生合同————————
 80 #学员合同签定
 81 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 82 from django.shortcuts import HttpResponse #页面返回
 83 # def stu_registration(request,enroll_id):
 84 #     enroll_obj=models.Enrollment.objects.get(id=enroll_id)#获取报名记录
 85 def stu_registration(request,enroll_id,random_str):
 86     if cache.get(enroll_id) == random_str:  # 判断链接失效了没有
 87         enroll_obj = models.Enrollment.objects.get(id=enroll_id)  # 报名记录
 88 # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
 89         # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
 90         enrolled_path=‘%s/%s/‘%(settings.ENROLLED_DATA,enroll_id)#证件上传路径
 91         img_file_len=0  #文件
 92         if os.path.exists(enrolled_path):#判断目录是否存在
 93             img_file_list=os.listdir(enrolled_path)#取目录 下的文件
 94             img_file_len=len(img_file_list)
 95         if request.method=="POST":
 96             ret=False
 97             data=request.POST.get(‘data‘)
 98             if data:#如果有删除动作
 99                 del_img_path="%s/%s/%s"%(settings.ENROLLED_DATA,enroll_id,data)#路径
100                 print(del_img_path,‘=-=-=-=-=-=‘)
101                 os.remove(del_img_path)
102                 ret=True
103                 return HttpResponse(json.dumps(ret))
104             if request.is_ajax():#ajax上传图片 #异步提交
105                 print(‘ajax上传图片 #异步提交中。。。 ‘,request.FILES)
106                 enroll_data_dir="%s/%s"%(settings.ENROLLED_DATA,enroll_id)#路径  #重要信息不能放在静态文件中
107                 if not os.path.exists(enroll_data_dir):#如果不存目录
108                     os.makedirs(enroll_data_dir,exist_ok=True)#创建目录
109                 for k,file_obj in request.FILES.items():   #循环字典 #上传的文件
110                     with open("%s/%s"%(enroll_data_dir,file_obj.name),‘wb‘) as f: #打开一个文件#路径#获取文件名
111                         for chunk in file_obj.chunks():#循环写入文件 # chunks块
112                             f.write(chunk)  #保存文件
113                 return HttpResponse(‘上传完成！‘)
114         # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
115         # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
116     # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————
117 # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
118     #     if request.method == "POST":
119 # ————————51PerfectCRM实现CRM客户报名流程学生合同上传照片————————
120             customer_form = bpm_forms.CustomerForm(request.POST, instance=enroll_obj.customer)  # 生成表单验证
121             if customer_form.is_valid():  # 表单验证通过
122                 customer_form.save()  # 保存
123                 enroll_obj.contract_agreed = True  # 同意协议
124                 enroll_obj.save()  # 保存
125                 status = 1  # 修改报名状态 # 1 已经报名
126                 return render(request, ‘bpm_sales/stu_registration.html‘, locals())
127 
128         else:
129             if enroll_obj.contract_agreed == True:  # 如果协议已经签订
130                 status = 1  # 修改报名状态 # 1 已经报名
131             else:
132                 status = 0
133             customer_form = bpm_forms.CustomerForm(instance=enroll_obj.customer)  # 生成表单
134     # customer_form = bpm_forms.CustomerForm(instance=enroll_obj.customer)  # 生成表单
135     # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————
136 
137         return render(request,‘bpm_sales/stu_registration.html‘,locals())
138 # ————————48PerfectCRM实现CRM客户报名流程学生合同————————
139     else:
140         return HttpResponse(‘链接失效，非法链接，请自重！‘)
141 
142         # ————————50PerfectCRM实现CRM客户报名流程学生合同URL随机码————————
143 
144 
145 # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————
146 from django.shortcuts import redirect
147 #查询流程提示页面
148 def contract_prompt(request,enroll_id):
149     enroll_obj=models.Enrollment.objects.get(id=enroll_id)#取对象
150     enroll_form= bpm_forms.EnrollmentForm(instance=enroll_obj)#报名表对象
151     customers_form= bpm_forms.CustomerForm(instance=enroll_obj.customer)#学员的信息
152     return render(request,‘bpm_sales/contract_prompt.html‘,locals())
153 
154 # #待审核
155 def not_audit(request):
156     sign=models.Enrollment.objects.all()#所有的报名表
157     print(sign,‘sign----->‘)
158     return render(request, ‘bpm_sales/not_audit.html‘, locals())#
159 
160 #审核合同
161 def contract_review(request,enroll_id):
162     enroll_obj=models.Enrollment.objects.get(id=enroll_id)#取对象
163     #payment_form=forms.PaymentForm()#生成表单
164     enroll_form= bpm_forms.EnrollmentForm(instance=enroll_obj)#报名表对象
165     customer_form= bpm_forms.CustomerForm(instance=enroll_obj.customer)#学员的信息
166     enrolled_path=‘%s/%s/‘%(settings.ENROLLED_DATA,enroll_id)#证件上传路径
167     if os.path.exists(enrolled_path):#判断目录是否存在
168         file_list=os.listdir(enrolled_path)#取目录 下的文件
169         imgs_one=file_list[0]
170         imgs_two=file_list[1]
171     return render(request, ‘bpm_sales/contract_review.html‘, locals())#
172 
173 #驳回合同
174 def enrollment_rejection(request,enroll_id):
175     enroll_obj=models.Enrollment.objects.get(id=enroll_id)#报名表的对象
176     enroll_obj.contract_agreed=False#修改学员已经同意核同
177     enroll_obj.save()
178     return redirect(‘/bpm/customer/%s/enrollment/‘%enroll_obj.customer.id)#跳转到enrollment_rejection
179 # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————

 1 {#contract_prompt.html#}
 2 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}
 3 {% extends ‘bpm_master/bpm_sample.html‘ %}
 4 {% block right-container-content %} {#自定义内容开始 右边页面内容#}
 5     <div class="panel-default">
 6         <div class="panel-body">
 7             <table class="table table-striped table-responsive">
 8                 <thead>
 9                 <tr>
10                     <th>客户</th>
11                     <th>课程名称</th>
12                 </tr>
13                 </thead>
14                 <tbody>
15                 <tr>
16                     <td>{{ enroll_obj.customer }}</td>
17                     <td>{{ enroll_obj.enrolled_class }}</td>
18                 </tr>
19                 </tbody>
20             </table>
21             <p class="errors" style="color:#ff0004 "> 该学员所报的课程已经进入合同审核</p>
22             <a href="{{ request.path }}"><input type="submit" class="btn btn-info pull-left" value="返回，查询其他课程"> </a>
23             <a href="/bpm/not_audit/"><input type="submit" class="btn btn-info pull-right" value="审核合同"> </a>
24         </div>
25     </div>
26 {% endblock %}
27 
28 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}

 1 {#contract_review.html#}
 2 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}
 3 {% extends ‘bpm_master/bpm_sample.html‘ %}
 4 {% load bpm_tags %}
 5 {% block right-container-content %} {#自定义内容开始 右边页面内容#}
 6     <div class="container col-lg-7 col-md-offset-2">
 7         <div class="panel panel-warning">
 8             <div class=" panel-heading">
 9                 <h3 class="panel-title container">报名入学｜学员信息审核</h3>
10             </div>
11             <div class="panel-body "><!--返回提交函数-->
12                 <div class="form-horizontal">
13                     {% for foo in customer_form %}
14                         <div class="form-group">
15                             <label for="inputEmail3" class="col-sm-2 control-label">{{ foo.label }}</label>
16                             <div class="col-sm-8"> {{ foo }}</div>
17                         </div>
18                     {% endfor %}
19 
20                     {% for foo in enroll_form %}
21                         <div class="form-group">
22                             <label for="inputEmail3" class="col-sm-2 control-label">{{ foo.label }}</label>
23                             <div class="col-sm-8">{{ foo }} </div>
24                         </div>
25                     {% endfor %}
26 
27                     <div class="form-group">
28                         <label for="inputEmail3" class="col-sm-2 control-label">课程费用</label>
29                         <div class="col-sm-8">
30                             {{ enroll_obj.enrolled_class.course.price }}
31                         </div>
32                     </div>
33                     <div class="form-group">
34                         <label for="inputEmail3" class="col-sm-2 control-label">开课日期</label>
35                         <div class="col-sm-8">
36                             {{ enroll_obj.enrolled_class.start_date }}
37                         </div>
38                     </div>
39                 </div>
40 
41                 <div class="panel panel-warning">
42                     <div class=" panel-heading">
43                         <h3 class="panel-title container">学员证件｜身份证</h3>
44                     </div>
45                 </div>
46                 <div class="rest_left cad" style="width: 200px;height: 200px;  float: left">
47                     <a href="#">
48                         <img src="/static/enrolled_data/{{ enroll_id }}/{{ imgs_one }}" alt=""
49                              style="width: 320px;height: 200px;">
50                     </a>
51                 </div>
52                 <div class="rest_left cad" style="width: 200px;height: 200px;  float: right">
53                     <a href="#">
54                         <img src="/static/enrolled_data/{{ enroll_id }}/{{ imgs_two }}" alt=""
55                              style="width: 320px;height: 200px;">
56                     </a>
57                 </div>
58                 <div style="clear: both"></div>
59                 <div class="panel panel-warning">
60                     <div class=" panel-heading">
61                         <h3 class="panel-title container">请认真审核后，通知相关人员！！！</h3>
62                     </div>
63                 </div>
64 
65                 <form action="" class="form-horizontal col-lg-5" role="form" method="post">{% csrf_token %}
66 
67 
68                     <a class="btn btn-danger" href="{% url ‘enrollment_rejection‘ enroll_obj.id %}">驳回合同</a>
69                     {#        <a class="btn btn-info pull-right" href="{% url ‘payment‘ enroll_obj.id %}">审核通过</a>#}
70                 </form>
71             </div>
72         </div>
73     </div>
74 {% endblock %}
75 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}

 1 {#not_audit.html#}
 2 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}
 3 {% extends ‘bpm_master/bpm_sample.html‘ %}
 4 {% block right-container-content %} {#自定义内容开始 右边页面内容#}
 5     <div class="panel-default">
 6         <div class="panel-body">
 7             <h3>待审核的合同</h3>
 8             <table class="table table-striped table-responsive">
 9                 <thead>
10                 <tr>
11                     <th>客户</th>
12                     <th>所报班级</th>
13                     <th>课程顾问</th>
14                     <th>合同审核</th>
15                     <th>日期时间</th>
16                 </tr>
17                 </thead>
18                 <tbody>
19                 {% for foo in sign %}
20 {#                    {% if foo.contract_agreed and foo.contract_approved == false %}#}
21                     {% if foo.contract_agreed and not foo.contract_approved %}
22                     <tr>
23                         <td><a href="{% url ‘contract_review‘ foo.id %}">{{ foo.customer }}</a></td>
24                         <td>{{ foo.enrolled_class }}</td>
25                         <td>{{ foo.consultant }}</td>
26                         <td>{{ foo.contract_approved }}</td>
27                         <td>{{ foo.date }}</td>
28                     </tr>
29                     {% endif %}
30                 {% endfor %}
31                 </tbody>
32             </table>
33         </div>
34     </div>
35 {% endblock %}
36 
37 {## # ————————52PerfectCRM实现CRM客户报名流程学生合同审核————————#}