CRM 业务

1. 创建CRM项目 引入插件 创建数据库

from django.db import models

from django.db import models

class Department(models.Model):
    """
    部门表
    市场部
    销售
    """
    title = models.CharField(verbose_name='部门名称', max_length=)
    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
    """
    # auth = models.OneToOneField(verbose_name='用户权限', to=rbac_model.User)
    name = models.CharField(verbose_name='员工姓名', max_length=)
    username = models.CharField(verbose_name='用户名', max_length=)
    password = models.CharField(verbose_name='密码', max_length=)
    email = models.EmailField(verbose_name='邮箱', max_length=)

    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
    """
    name = models.CharField(verbose_name='课程名称', max_length=)

    def __str__(self):
        return self.name

class School(models.Model):
    """
    校区表
    如：
        北京海淀校区
        北京昌平校区
        上海虹口校区
        广州白云山校区
    """
    title = models.CharField(verbose_name='校区名称', max_length=)

    def __str__(self):
        return self.title

class ClassList(models.Model):
    """
    班级表
    如：
        Python全栈  面授班  5期    --  --
    """
    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=, blank=True, null=True, )
    # teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo', related_name='teach_classes',limit_choices_to={'depart_id__in':[,],})
    teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo', related_name='teach_classes',limit_choices_to={'depart_id__in':[,],})
    tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',limit_choices_to={'depart_id':})

    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=, unique=True, help_text='QQ号必须唯一')

    name = models.CharField(verbose_name='学生姓名', max_length=)
    gender_choices = ((, '男'), (, '女'))
    gender = models.SmallIntegerField(verbose_name='性别', choices=gender_choices)

    education_choices = (
        (, '重点大学'),
        (, '普通本科'),
        (, '独立院校'),
        (, '民办本科'),
        (, '大专'),
        (, '民办专科'),
        (, '高中'),
        (, '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=, blank=True, null=True)
    major = models.CharField(verbose_name='所学专业', max_length=, blank=True, null=True)

    experience_choices = [
        (, '在校生'),
        (, '应届毕业'),
        (, '半年以内'),
        (, '半年至一年'),
        (, '一年至三年'),
        (, '三年至五年'),
        (, '五年以上'),
    ]
    experience = models.IntegerField(verbose_name='工作经验', blank=True, null=True, choices=experience_choices)
    work_status_choices = [
        (, '在职'),
        (, '无业')
    ]
    work_status = models.IntegerField(verbose_name="职业状态", choices=work_status_choices, default=, blank=True,
                                      null=True)
    company = models.CharField(verbose_name="目前就职公司", max_length=, blank=True, null=True)
    salary = models.CharField(verbose_name="当前薪资", max_length=, blank=True, null=True)

    source_choices = [
        (, "qq群"),
        (, "内部转介绍"),
        (, "官方网站"),
        (, "百度推广"),
        (, "360推广"),
        (, "搜狗推广"),
        (, "腾讯课堂"),
        (, "广点通"),
        (, "高校宣讲"),
        (, "渠道代理"),
        (, "51cto"),
        (, "智汇推"),
        (, "网盟"),
        (, "DSP"),
        (, "SEO"),
        (, "其它"),
    ]
    source = models.SmallIntegerField('客户来源', choices=source_choices, default=)
    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 = [
        (, "已报名"),
        (, "未报名")
    ]
    status = models.IntegerField(
        verbose_name="状态",
        choices=status_choices,
        default=,
        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='consultant',limit_choices_to={'depart_id':})
    date = models.DateField(verbose_name="咨询日期", auto_now_add=True)
    last_consult_date = models.DateField(verbose_name="最后跟进日期", auto_now_add=True)

    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...")

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 = [
        (, "订金/报名费"),
        (, "学费"),
        (, "转班"),
        (, "退学"),
        (, "退款"),
    ]
    pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=)
    paid_fee = models.IntegerField(verbose_name="费用数额", default=)
    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=)
    password = models.CharField(verbose_name='密码', max_length=)
    emergency_contract = models.CharField(max_length=, 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=, blank=True, null=True)
    location = models.CharField(max_length=, verbose_name='所在区域', blank=True, null=True)
    position = models.CharField(verbose_name='岗位', max_length=, blank=True, null=True)
    salary = models.IntegerField(verbose_name='薪资', blank=True, null=True)
    welfare = models.CharField(verbose_name='福利', max_length=, 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=, 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')
    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=, 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=, blank=True, null=True)
    homework_memo = models.TextField(verbose_name='作业描述', max_length=, blank=True, null=True)
    exam = models.TextField(verbose_name='踩分点', max_length=, 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=)
    score_choices = ((, 'A+'),
                     (, 'A'),
                     (, 'B+'),
                     (, 'B'),
                     (, 'B-'),
                     (, 'C+'),
                     (, 'C'),
                     (, 'C-'),
                     (, ' D'),
                     (-, 'N/A'),
                     (-, 'COPY'),
                     (-, 'FAIL'),
                     )
    score = models.IntegerField("本节成绩", choices=score_choices, default=-)
    homework_note = models.CharField(verbose_name='作业评语', max_length=, blank=True, null=True)
    note = models.CharField(verbose_name="备注", max_length=, 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)