CRM客户关系管理系统（十一）
CRM客户关系管理系统（十一）
第十一章、学员报名流程开发
11.1.面包屑的制作
（1）table_obj_list.html页面面包屑
def table_obj_list
返回数据改成locals()
table_obj_list.html
kingadmin_tags.py
@register.simple_tag def get_model_verbose_name(admin_class): return admin_class.model._meta.verbose_name
（2）change页面的面包屑
table_obj_change.html
<ol class="breadcrumb"> <li><a href="/kingadmin/">Home</a></li> <li><a href="/kingadmin/{{ app_name }}">{{ app_name }}</a></li> <li><a href="/kingadmin/{{ app_name }}/{{ model_name }}/">{% get_model_verbose_name admin_class %}</a></li> <li class="active">{{ form_obj.instance }}</li> </ol> <h4 class="page-header">修改{{ form_obj.instance }}</h4>
（3）add页面的面包屑
因为add和change共用tags和html。所以要添加判断是add还是change
table__obj_change_component.html
kingadmin_tags.py
table_obj_add.html
<ol class="breadcrumb"> <li><a href="/kingadmin/">Home</a></li> <li><a href="/kingadmin/{{ app_name }}">{{ app_name }}</a></li> <li><a href="/kingadmin/{{ app_name }}/{{ model_name }}/">{% get_model_verbose_name admin_class %}</a></li> <li class="active">ADD {{ model_name }}</li> </ol> <h2 class="page-header">{% get_model_name admin_class %}</h2> <h4 class="page-header">添加{% get_model_name admin_class %}</h4>
11.2.报名流程和models设计
（1）后台修改左侧“客户库”的url
（2）左侧menu菜单添加“active”样式
kingadmin/index.html
如果当前的url 跟menu的url_name就添加“active”
<ul class="nav nav-sidebar"> {% for role in request.user.userprofile.role.select_related %} {% for menu in role.menus.select_related %} {% if request.path == menu.url_name %} <li class="active"><a href="{% if menu.url_type == 0 %}{{ menu.url_name }}{% else %}{% url menu.url_name %}{% endif %}">{{ menu.name }}</a></li> {% else %} <li ><a href="{% if menu.url_type == 0 %}{{ menu.url_name }}{% else %}{% url menu.url_name %}{% endif %}">{{ menu.name }}</a></li> {% endif %} {% endfor %} {% endfor %} </ul>
报名流程
- 销售 发起报名流程，选择班级，发报名链接给学员
- 学员 填写在线报名表，提交gerenxinxi，上传证件信息，同意培训协议
- 销售 审核报名表，审核通过后，创建一条缴费记录，自动把学员添加到相应的班级，报名成功
models设计
添加三张表 crm/models.py
class ContractTemplate(models.Model): '''存储合同模板''' name = models.CharField(max_length=64) content = models.TextField() date = models.DateField(auto_now_add=True) class StudentEnrollment(models.Model): """学员报名表""" customer = models.ForeignKey('CustomerInfo',on_delete=models.CASCADE) class_grade = models.ForeignKey('ClassList',on_delete=models.CASCADE) consultant = models.ForeignKey('UserProfile',on_delete=models.CASCADE) contract_agreed = models.BooleanField(default=False) contract_signed_date = models.DateTimeField(blank=True,null=True) contract_approved = models.BooleanField(default=False) consultant_approved_date = models.DateTimeField('合同审核时间',blank=True,null=True) class Meta: unique_together = ('customer','class_grade') def __str__(self): return '%s'% self.customer class PaymentRecord(models.Model): '''存储学员缴费记录''' enrollment = models.ForeignKey('StudentEnrollment',on_delete=models.CASCADE) payment_type_choices = ((0,'报名费'),(1,'学费'),(2,'退费')) payment_type = models.SmallIntegerField(choices=payment_type_choices,default=0) amount = models.IntegerField('费用',default=500) consultant = models.ForeignKey('UserProfile',on_delete=models.CASCADE) date = models.DateTimeField(auto_now_add=True) def __str__(self): return '%s' %self.enrollment
班级关联合同表
修改student跟customer为一对一的关系
11.3.报名页面
流程
- 销售填写客户跟班级，点“下一步”提交
- 后台获取到客户id和班级id，在数据库中创建记录，并生成一个报名链接，返回到前端
- 前端显示报名链接，然后销售把报名链接发给用户
（1）crm/urls.py
# crm/urls.py from django.conf.urls import url,include from crm import views urlpatterns = [ url(r'^$', views.dashboard,name='sales_dashboard'), #学员报名 url(r'^stu_enrollment/$', views.stu_enrollment,name='stu_enrollment'), ]
（2）crm/views.py
@login_required def stu_enrollment(request): customers = models.CustomerInfo.objects.all() class_lists = models.ClassList.objects.all() if request.method == 'POST': #获取提交的客户id和班级id，然后生成报名链接 customer_id = request.POST.get('customer_id') class_grade_id = request.POST.get('class_grade_id') enrollment_obj = models.StudentEnrollment.objects.create( customer_id = customer_id, class_grade_id = class_grade_id, consultant_id = request.user.userprofile.id ) #生成链接返回到前端 enrollment_link = "http://localhost:8000/crm/enrollment/%s"% enrollment_obj.id return render(request,'crm/stu_enrollment.html',locals())
（3）新建templates/crm/stu_enrollment.html
crm/index.html
crm/stu_enrollment.html
{#templates/crm/stu_enrollment.html#} {% extends 'index.html' %} {% block right-content-container %} <h3>学员报名页</h3> <form class="form-horizontal" method="post"> {% csrf_token %} <div class="form-group"> <label for="inputEmail3" class="col-sm-2 control-label">客户</label> <div class="col-sm-10"> <select name="customer_id" class="form-control"> {% for customer in customers %} <option value="{{ customer.id }}">{{ customer }}</option> {% endfor %} </select> </div> </div> <div class="form-group"> <label for="inputEmail3" class="col-sm-2 control-label">报名班级</label> <div class="col-sm-10"> <select name="class_grade_id" class="form-control"> {% for class_grade in class_lists %} <option value="{{ class_grade.id }}">{{ class_grade }}</option> {% endfor %} </select> </div> </div> <input type="submit" class="btn btn-success pull-right" value="下一步"> </form> {% if enrollment_link %} <p>请将此报名链接复制并发送给学员填写 {{ enrollment_link }}</p> {% endif %} {% endblock %}
11.4.学员注册
- 添加学员注册url
- 添加CustomerInfo字段，身份证信息，紧急联络人，性别
- 有些字段是只读的，填写信息的时候不能修改，因为如果设置了只读(添加属性disabled=true)，提交的时候会报这些字段为空，导致提交错误
- 所以在前段添加了js代码，BeforeFormSubmit 在提交前去掉disable=true（因为数据库中有默认值，提交的时候就不会报错）
- 防止用户通过前端改html代码的方式改只读字段的信息，所以在form.py里面添加了一个自定义的验证方法（clean）,如果只读字段提交的时候信息跟数据库中默认的不一样，就报错
（1）crm/urls.py
# crm/urls.py from django.conf.urls import url,include from crm import views urlpatterns = [ url(r'^$', views.dashboard,name='sales_dashboard'), #学员报名 url(r'^stu_enrollment/$', views.stu_enrollment,name='stu_enrollment'), #学员注册 url(r'^enrollment/(\d+)/$', views.enrollment,name='enrollment'), ]
（2）crm/models.py
CustomerInfo表 添加字段
（3）crm/form.py
# crm/form.py from django.forms import ModelForm from crm import models from django import forms class CustomerForm(ModelForm): class Meta: model = models.CustomerInfo fields = "__all__" #不显示的字段 exclude = ['consult_content','status','consult_courses'] #只读的字段 readonly_fields = ['contact_type','contact','consultant','referral_from','source'] #django是通过“__new__”方法，找到ModelForm里面的每个字段的，然后循环出每个字段添加自定义样式 def __new__(cls, *args, **kwargs): #cls.base_fields是一个元祖，里面是 所有的 【(字段名，字段的对象),(),()】 for field_name in cls.base_fields: field_obj = cls.base_fields[field_name] #添加属性 field_obj.widget.attrs.update({'class':'form-control'}) if field_name in cls.Meta.readonly_fields: field_obj.widget.attrs.update({'disabled':'true'}) return ModelForm.__new__(cls) #只读字段不让用户通过浏览器改html代码的方式改 def clean(self): # 表单级别的错误 if self.errors: raise forms.ValidationError(("Please fix errors before re-submit.")) # means this is a change form ,should check the readonly fields if self.instance.id is not None: #取出只读字段，是一个字符串形式 for field in self.Meta.readonly_fields: #通过反射取出字段的值（数据库里的数据） old_field_val = getattr(self.instance, field) #提交过来的数据 form_val = self.cleaned_data.get(field) #如果两个数据不匹配 if old_field_val != form_val: #就提示只读字段不能修改 #add_error是字段级别的错误 self.add_error(field, "Readonly Field: field should be '{value}' ,not '{new_value}' ". \ format(**{'value': old_field_val, 'new_value': form_val}))
（4）crm/views.py
def enrollment(request,enrollment_id): '''学员在线报名表地址''' enrollment_obj = models.StudentEnrollment.objects.get(id=enrollment_id) if request.method == 'POST': customer_form = form.CustomerForm(instance=enrollment_obj.customer,data=request.POST) if customer_form.is_valid(): customer_form.save() return HttpResponse("你已成功提交报名信息，请等待审核，欢迎加入仙剑奇侠传") else: customer_form = form.CustomerForm(instance=enrollment_obj.customer) return render(request,'crm/enrollment.html',locals())
（4）crm/enrollment.html
{#templates/crm/enrollment.html#} {% extends 'index.html' %} {% block body %} <div class="container"> <h3>仙剑奇侠传|学员报名</h3> <div class="panel panel-primary"> <div class="panel-heading"> <h3 class="panel-title">学员在线报名</h3> </div> <div class="panel-body"> <form class="form" method="post" onsubmit="return BeforeFormSubmit(this)"> {% csrf_token %} {% for field in customer_form %} <div class="form-group col-lg-6"> <label class="col-sm-2 control-label">{{ field.label }}</label> <div class="col-sm-10"> {{ field }} <span style="color: red;">{{ field.errors.0 }}</span> </div> </div> {% endfor %} <div class="form-group col-lg-6"> <label class="col-sm-2 control-label">报名班级</label> <div class="col-sm-10"> {{ enrollment_obj.class_grade }} </div> </div> <div class="form-group col-lg-6"> <label class="col-sm-2 control-label">学费</label> <div class="col-sm-10"> {{ enrollment_obj.class_grade.course.price }} </div> </div> <div class="col-sm-offset-11 col-sm-2"> <input type="submit" class="btn btn-success " value="提交"> </div> </form> </div> <div class="panel-footer"><a href="http://www.cnblogs.com/derek1184405959/">zhang_derek</a></div> </div> </div> <script> function BeforeFormSubmit(ele) { $(":disabled").removeAttr("disabled"); } </script> {% endblock %}
在线报名填表页面
修改只读字段会报错
posted on 2018-05-03 22:34 zhang_derek 阅读(…) 评论(…) 编辑 收藏
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