Django项目：CRM(客户关系管理系统)--59--49PerfectCRM实现CRM客户报名流程学生合同表单验证

# sales_views.py
# ————————47PerfectCRM实现CRM客户报名流程————————
from django.db import IntegrityError  #主动捕捉错误信息
from django.shortcuts import render  #页面返回
from crm import models    #数据库
from bpm.bpm_auxiliary import bpm_forms   #自定制 forms
from  django.contrib.auth.decorators import login_required# 登陆后页面才能访问

# ————————47PerfectCRM实现CRM客户报名流程————————
from django.core.mail import send_mail
# send_mail的参数分别是  邮件标题，邮件内容，发件箱(settings.py中设置过的那个)，收件箱列表(可以发送给多个人),失败静默(若发送失败，报错提示我们)
import random
import datetime  # 获取时间#登陆过期
#发送邮件的功能 #验证码#密码
class stmp() :
    def __init__(self):
        self.emaillist=[]  #发送给谁
        self.code=None    #验证码#密码
    def stmps(self,request,email,msg_mail): #传参数#页面，session #邮箱，发送给谁 #内容
        self.emaillist.append(email) #将邮箱地址添加到调用Django发送邮件功能
        # ——————生成验证码——————
        _letter_cases = "abcdefghjkmnpqrstuvwxy"  # 小写字母，去除可能干扰的i，l，o，z
        _upper_cases = _letter_cases.upper()  # 大写字母
        _numbers = ''.join(map(str, range(3, 10)))  # 数字
        chars = ''.join((_letter_cases, _upper_cases, _numbers))  # 变成一条字符串
        list = random.sample(chars, 4)  # 从一条字符串随机选4个字符变成列表
        self.code = ''.join(list)  # 列表变字符串
        # ——————生成验证码——————
        # ——————调用Django发送邮件——————
        title= 'PerfectCRM项目自动邮件：%s'%self.code   # 邮件标题#防止一样的内容被邮箱屏蔽
        send_mail(title,  # 邮件标题
                  msg_mail,  # 验证码内容
                  'perfectcrm@sina.cn',  # 发送的邮箱  #根据情况重新配置
                  self.emaillist,  # 接受的邮箱
                  fail_silently=False,  # 静默,抛出异常
                  )
        print('发送邮件成功！没收到要换标题！检查发送邮箱的配置！')
        # ——————调用Django发送邮件——————

# ————————47PerfectCRM实现CRM客户报名流程————————
# ————————47PerfectCRM实现CRM客户报名流程————————

#报名填写 销售
@login_required # 登陆后页面才能访问
def enrollment(request,customer_id):
    msgs={} #错误信息
    customer_obj=models.Customer.objects.get(id=customer_id)#取到客户信息记录 #返回到页面#报名人
    consultant_obj=models.UserProfile.objects.get(id=request.user.id)#报名课程顾问

    stmp_mail = {}  #邮件发送成功
    stmpemail = stmp() #实例化发送邮件的功能
    email = request.POST.get('email')  # 让页面POST提交的值，在页面GET后仍然存在显示
    if request.method=="POST":
        enroll_form= bpm_forms.EnrollmentForm(request.POST)#获取数据
        if enroll_form.is_valid():#表单验证
            msg = "http://127.0.0.1:8000/bpm/customer/registration/{enroll_obj_id}/"
            try:
                enroll_form.cleaned_data['customer']=customer_obj#添加学员对象 记录 #报名人
                enroll_form.cleaned_data['consultant'] = consultant_obj#报名课程顾问
                enroll_obj=models.Enrollment.objects.create(**enroll_form.cleaned_data)#创建记录
                msgs['msg']=msg.format(enroll_obj_id=enroll_obj.id)#报名记录对应的id
            except IntegrityError as e:
                #取到这条记录
                enroll_obj=models.Enrollment.objects.get(customer_id=customer_obj.id,
                                                         enrolled_class_id=enroll_form.cleaned_data['enrolled_class'].id)
                enroll_form.add_error('__all__','记录已经存在，不能重复创建！')
                msgs['msg']=msg.format(enroll_obj_id=enroll_obj.id)#报名记录对应的id
            if email:
                msg_mail = "http://127.0.0.1:8000/bpm/customer/registration/%s/"%enroll_obj.id
                stmpemail.stmps(request, email,msg_mail)  # 发送邮件
                stmp_mail['ok'] = "邮件已发送成功！"

    else:
        enroll_form= bpm_forms.EnrollmentForm()#modelform表单
    return render(request, 'bpm_sales/enrollment.html', locals())
# ————————47PerfectCRM实现CRM客户报名流程————————


# ————————48PerfectCRM实现CRM客户报名流程学生合同————————
#学员合同签定
def stu_registration(request,enroll_id):
    enroll_obj=models.Enrollment.objects.get(id=enroll_id)#获取报名记录
    # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————
    if request.method == "POST":
        customer_form = bpm_forms.CustomerForm(request.POST, instance=enroll_obj.customer)  # 生成表单验证
        if customer_form.is_valid():  # 表单验证通过
            customer_form.save()  # 保存
            enroll_obj.contract_agreed = True  # 同意协议
            enroll_obj.save()  # 保存
            status = 1  # 修改报名状态 # 1 已经报名
            return render(request, 'bpm_sales/stu_registration.html', locals())

    else:
        if enroll_obj.contract_agreed == True:  # 如果协议已经签订
            status = 1  # 修改报名状态 # 1 已经报名
        else:
            status = 0
        customer_form = bpm_forms.CustomerForm(instance=enroll_obj.customer)  # 生成表单
    # customer_form = bpm_forms.CustomerForm(instance=enroll_obj.customer)  # 生成表单
    # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————

    return render(request,'bpm_sales/stu_registration.html',locals())
# ————————48PerfectCRM实现CRM客户报名流程学生合同————————

{#stu_registration.html#}
{## ————————48PerfectCRM实现CRM客户报名流程学生合同————————#}
{% extends 'bpm_master/bpm_sample.html' %}
{% load bpm_tags %}
{% block right-container-content %} {#自定义内容开始 右边页面内容#}
    <div class="container col-lg-7 col-md-offset-2">
        <div class="panel panel-warning">
            <div class=" panel-heading">
                <h3 class="panel-title container">报名入学｜信息填写</h3>
            </div>
            <div class="panel-body "><!--返回提交函数-->
                {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
                {% if status != 1 %}
                    <span class="errors">{{ customer_form.errors }}</span><!--错误提示-->
                    {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
                    {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
                    {#                <form method="post" class="form-horizontal" role="form">{% csrf_token %}#}
                    <form method="post" class="form-horizontal" role="form"
                          onsubmit="return RegisterFormCheck()">{% csrf_token %}
                        {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
                        {% for foo in customer_form %}
                            <div class="form-group">
                                <label for="inputEmail3" class="col-sm-2 control-label">{{ foo.label }}</label>
                                <div class="col-sm-8">
                                    {{ foo }}
                                </div>
                            </div>
                        {% endfor %}
                        <hr>
                        {#返回06学员报名信息表的数据#}
                        <div class="form-group">
                            <label for="inputEmail3" class="col-sm-2 control-label">所报班级</label>
                            <div class="col-sm-8">
                                {{ enroll_obj.enrolled_class }}
                            </div>
                        </div>
                        <div class="form-group">
                            <label for="inputEmail3" class="col-sm-2 control-label">课程费用</label>
                            <div class="col-sm-8">
                                {{ enroll_obj.enrolled_class.course.price }}
                            </div>
                        </div>
                        <div class="form-group">
                            <label for="inputEmail3" class="col-sm-2 control-label">开课日期</label>
                            <div class="col-sm-8">
                                {{ enroll_obj.enrolled_class.start_date }}
                            </div>
                        </div>
                        <div class="form-group">
                            <label for="inputEmail3" class="col-sm-2 control-label">合同</label>
                            <div class="col-sm-10">
                                <div style=" 550px">
                                    <pre style="height: 300px">{% render_enrolled_contract enroll_obj %}  </pre>
                                </div>

                            </div>
                        </div>
                        <div class="form-group">
                            <div class="col-sm-12">
                                <input type="checkbox" value="{{ enroll_obj.contract_agreed }}" name="contract_agreed"
                                       checked>
                                我已经认真阅读完协议并接受所有条款
                            </div>
                        </div>
                        <div class="text-center">
                            <input type="submit" class="btn btn-info" value="提交">
                        </div>
                    </form>
                 {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
                {% else %}
                    <h3>报名成功，同合进入审核流程，感谢您的选择！</h3>
                {% endif %}
                {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}
            </div>
            <div class="panel-footer">
                <input type="button" class="btn btn-danger right" value="关闭" onclick="CloseWebPage()">
            </div>
        </div>
    </div>
{% endblock %}

{% block js %}
    <script>
        function CloseWebPage() {
            if (confirm("您确定要关闭本页吗？")) {
                window.opener = null;
                window.open('', '_self');
                window.close();
            }
            else {
            }
        }

        {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}

        function RegisterFormCheck() {
            if ($('form :checkbox').prop("checked")) {
                $("form").find("[disabled]").removeAttr("disabled");//移除不可修改 便于提交表单  #qq
                return true;
            } else {
                alert('请认真阅读并且同意条款，才可以报名');
                return false;
            }
        }

        {## ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————#}


    </script>



{% endblock %}
{## ————————48PerfectCRM实现CRM客户报名流程学生合同————————#}

# forms.py
# ————————47PerfectCRM实现CRM客户报名流程————————
from crm import models  #数据库
from django.forms import ModelForm  #继承forms自定制
#报名 销售填写
class EnrollmentForm(ModelForm):
    def __new__(cls, *args, **kwargs):
        for field_name,field_obj in cls.base_fields.items():
            field_obj.widget.attrs['class'] = 'form-control'## 前端的样式
        return ModelForm.__new__(cls)
    class Meta:
        model= models.Enrollment
        fields= ['enrolled_class']
# ————————47PerfectCRM实现CRM客户报名流程————————


# ————————48PerfectCRM实现CRM客户报名流程学生合同————————
#报名学员填 写
class CustomerForm(ModelForm):
    def __new__(cls, *args, **kwargs):
        for field_name,field_obj in cls.base_fields.items():
            field_obj.widget.attrs['class'] = 'form-control'## 前端的样式
            if field_name in cls.Meta.readonly_fields:#如果不可修改
                field_obj.widget.attrs['disabled'] = True## 前端的样式 灰色
        return ModelForm.__new__(cls)

    # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————
    def clean_qq(self):
        #print(self.instance.qq,self.cleaned_data['qq'],'9696969696')
        if self.instance.qq != self.cleaned_data['qq']:  #输入的值和 cleaned_data的值
            self.add_error('qq',"大神，请勿非法修改！")
        return self.cleaned_data['qq']

    def clean_consultant(self):
        if self.instance.consultant != self.cleaned_data['consultant']:
            self.add_error('consultant',"非法修改！不要尝试！")
        return self.cleaned_data['consultant']

    def clean_source(self):
        if self.instance.source != self.cleaned_data['source']:
            self.add_error('source',"非法修改！不能通过！")
        return self.cleaned_data['source']
    # ————————49PerfectCRM实现CRM客户报名流程学生合同表单验证————————

    class Meta:
        model=models.Customer#客户表
        fields='__all__'
        exclude=['tags','content','memo','status','referral_from','consult_courses']#排除，不显示
        readonly_fields=['qq','consultant','source']#不可修改
# ————————48PerfectCRM实现CRM客户报名流程学生合同————————

http://127.0.0.1:8000/bpm/customer/registration/1/