crm 使用stark组件

# Create your models here.


from django.db import models


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
    """

    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', limit_choices_to={"depart_id": 1001}, related_name='classes')

    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")
    ]
    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 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


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, "跟进状态"),
        (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)

在这些表中有几个地方需要注意，UserInfo表外键关联了部门表，但是不是关联的部门表的主键，而是code字段

班级和老师还有班主任有多对多和一对多的关联，其中有一个参数limit_choices_to={"depart_id__in": [1002, 1003]}，有这个参数，当使用Form自动生成页面标签时，select标签中只会显示depart_id在1002和1003中的员工，这个参数的意义在于，老师和班主任都是从UserInfo员工表中筛选的，但是员工表中还有其他人，所以我们不需要让不相关的人显示在select标签中

添加stark组件

创建项目后我们直接将我们stark组件的app复制到项目中即可

同时不要忘记在setting中配置

INSTALLED_APPS = [
    'django.contrib.admin',
    'django.contrib.auth',
    'django.contrib.contenttypes',
    'django.contrib.sessions',
    'django.contrib.messages',
    'django.contrib.staticfiles',
    'app01.apps.App01Config',
    'stark.apps.StarkConfig'
]

简单使用stark组件

在app01中创建stark.py文件

from stark.service.sites import site, ModelStark
from .models import *
from django.utils.safestring import mark_safe
from django.conf.urls import url
from django.shortcuts import HttpResponse, render, redirect


site.register(Department)


class UserConfig(ModelStark):  # 定义的方法
    list_display = ["name", "email", "depart"]   # 定义的字符串字段
    list_display_links = ["name"]　　　　　　　　　　把这个设置成name就是可以通过name编辑
site.register(UserInfo, UserConfig)　　           #必须把这个方法配置在这个里

site.register(Course)
site.register(School)


class ClassListConfig(ModelStark):

    def display_class(self, obj=None, is_header=False):   # 这行是必须传的参数。 必须传
        if is_header:  
            return "班级"                                    这是前端展示的字段信息
        return "%s(%s)" % (obj.course, obj.semester)
    list_display = [display_class, "teachers", "tutor"]     这是方法和两个字符串字段  必须是choice字段才可以这么定义 字符串字段可以直接显示
site.register(ClassList, ClassListConfig) 　　　　　　　　　　　　方法加在这个类里的函数
　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　下边都是一样的 就是改变了一下字段 和方法



class CustomerConfig(ModelStark):

    def display_gender(self, obj=None, is_header=False):
        if is_header:
            return "性别"
        return obj.get_gender_display()

    def display_status(self, obj=None, is_header=False):
        if is_header:
            return "状态"
        return obj.get_status_display()

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

    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)  # 这是删除咨询课程的url，配置好 找到这两个字段的PK值进行删除
            temp.append(tag)
        s = "".join(temp)
        return mark_safe(s)

    def cancel_course(self, request, customer_id, course_id):
        customer = Customer.objects.get(pk=customer_id)
        customer.course.remove(course_id)
        return redirect(self.get_list_url())

    def extra_url(self):
        temp = []
        temp.append(url("^cancel/(d+)/(d+)/$", self.cancel_course))
        return temp

    list_display = ["name", display_gender, "consultant", display_courses, display_status, display_consultrecord]
    list_display_links = ["name"]
site.register(Customer, CustomerConfig)


class ConsultRecordConfig(ModelStark):
    list_display = ["customer", "consultant", "date", "note"]
site.register(ConsultRecord, ConsultRecordConfig)
site.register(CourseRecord)


class StudentConfig(ModelStark):
    list_display = ["username", "class_list"]
site.register(Student, StudentConfig)


class StudyRecordConfig(ModelStark):

    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]
site.register(StudyRecord, StudyRecordConfig)
site.register(CustomerDistrbute)

添加新的url 主要是针对新的界面需要添加的url，

在项目使用中如果我们需要添加新的url该怎么办呢，我们可以修改stark组件中的一些内容

def extra_url(self):
    return []
# 设计二级分发url
def get_url_func(self):
    temp = []
    model_name = self.model._meta.model_name
    app_label = self.model._meta.app_label
    app_model = (app_label, model_name)
    temp.append(url("^$", self.change_list, name="%s_%s_list" % app_model))
    temp.append(url("^add/$", self.add_view, name="%s_%s_add" % app_model))
    temp.append(url("^(d+)/delete/$", self.del_view, name="%s_%s_delete" % app_model))
    temp.append(url("^(d+)/change/$", self.change_view, name="%s_%s_change" % app_model))
    temp.extend(self.extra_url())
    return temp

可以看到我们添加了一个新的功能extra_url，默认返回一个空列表，而get_url_func中我们得到的temp会添加extra_url的返回值，这样，当用户要添加新的url时，可以重新写extra_url方法，在其中添加新的url，并写一个对应的视图函数，由于self只是当前表的ModelStark对象，所以只会多一条url

class CustomerConfig(ModelStark):

    def cancel_course(self, request, customer_id, course_id):
        customer = Customer.objects.get(pk=customer_id)
        customer.course.remove(course_id)
        return redirect(self.get_list_url())

    def extra_url(self):
        temp = []
        temp.append(url("^cancel/(d+)/(d+)/$", self.cancel_course))
        return temp

    list_display = ["name"]
    list_display_links = ["name"]
site.register(Customer, CustomerConfig)