阅读目录

• 1、销售与客户的表结构
• 2、公共客户池
• 3、确认跟进
• 4、我的客户
• 5、code

class CustomerDistrbute(models.Model):

    customer = models.ForeignKey("Customer", related_name="customers",on_delete=True)

    consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001},on_delete=True)

    date = models.DateField()

    status = (

        (1, "正在跟进"),

        (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)

    def __str__(self):

        return self.customer.name+":"+self.consultant.name

class CusotmerConfig(ModelStark):

    def public_customer(self,request):

        """公共客户"""

　　　　'''
　　　　　　既然是公共资源，那么怎么才算公共资源呢：
　　　　　　1.未报名。
　　　　　　2.三天未跟进。
　　　　　　3.15天未能成功。
　　　　'''

        import datetime

        now =datetime.datetime.now()

        print(now)

        '''

        datetime.datetime

        datetime.time

        datetime.date

        datetime.timedelta(days=7)

        '''

        # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3

        # 15天未成单 now - recv_date > 3   ----> recv_date < now-15

        delta_day3 = datetime.timedelta(days=3)

        delta_day15 = datetime.timedelta(days=15)

        from django.db.models import Q

        # Customer.objects.filter(status=2,last_consult_date__lt=now-3)

        # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)

        # 过滤掉 我的客户

        user_id = 2

        customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)

        print(customer_list.query)

        """

            SELECT "crm_customer"."id", "crm_customer"."qq",

                "crm_customer"."name", "crm_customer"."gender",

                "crm_customer"."education", "crm_customer"."graduation_school",

                "crm_customer"."major", "crm_customer"."experience",

                "crm_customer"."work_status", "crm_customer"."company",

                "crm_customer"."salary", "crm_customer"."source",

                 "crm_customer"."referral_from_id", "crm_customer"."status",

                  "crm_customer"."consultant_id", "crm_customer"."date",

                   "crm_customer"."recv_date", "crm_customer"."last_consult_date"

            FROM "crm_customer"

            WHERE (("crm_customer"."last_consult_date" < 2018-06-24

              OR "crm_customer"."recv_date" < 2018-06-12)

              AND "crm_customer"."status" = 2)

        """

        print('public_customer_list',customer_list)

　　　　 #将这些公共的资源展示到公共资源页面，让销售可以看到具体的情况和选择是否抢单继续跟进。

        return render(request,'public.html',locals())

    def extra_url(self):

        temp = []

        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        temp.append(url(r"public/", self.public_customer))

        return temp

site.register(Customer, CusotmerConfig)

    def extra_url(self):

        temp = []

        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        temp.append(url(r"public/", self.public_customer))

        return temp

        import datetime

        now =datetime.datetime.now()

        print(now)

        '''

        datetime.datetime

        datetime.time

        datetime.date

        datetime.timedelta(days=7)

        '''

        # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3

        # 15天未成单 now - recv_date > 3   ----> recv_date < now-15

        delta_day3 = datetime.timedelta(days=3)

        delta_day15 = datetime.timedelta(days=15)

        from django.db.models import Q

        # Customer.objects.filter(status=2,last_consult_date__lt=now-3)

        customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)

        # 过滤掉 我的客户

        user_id = 2

        customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)

        # print(customer_list.query)

        """

        SELECT "crm_customer"."id", "crm_customer"."qq",

            "crm_customer"."name", "crm_customer"."gender",

            "crm_customer"."education", "crm_customer"."graduation_school",

            "crm_customer"."major", "crm_customer"."experience",

            "crm_customer"."work_status", "crm_customer"."company",

            "crm_customer"."salary", "crm_customer"."source",

             "crm_customer"."referral_from_id", "crm_customer"."status",

              "crm_customer"."consultant_id", "crm_customer"."date",

               "crm_customer"."recv_date", "crm_customer"."last_consult_date"

        FROM "crm_customer"

        WHERE (("crm_customer"."last_consult_date" < 2018-06-24

          OR "crm_customer"."recv_date" < 2018-06-12)

          AND "crm_customer"."status" = 2)

        """

                            <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td>

                            <td><a href="/stark/crm/customer/further/{{ customer.pk }}">是</a></td>

 <tbody>

        {% for customer in customer_list %}

            <tr>

                <td>{{ forloop.counter }}</td>

                <td>{{ customer.name }}</td>

                <td>{{ customer.consultant }}</td>

                <td>{{ customer.qq }}</td>

                <td><a href="/stark/crm/consultrecord/?customer={{ customer.pk }}">跟进记录</a></td>

                <td><a href="/stark/crm/customer/futher/{{ customer.pk }}">确认跟进</a></td>

            </tr>

        {% endfor %}

        </tbody>

    def extra_url(self):

        temp = []

        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        temp.append(url(r"public/", self.public_customer))

        temp.append(url(r"further/(\d+)", self.further))

        return temp

    def futher(self,request,customer_id):

        user_id=3  #这个是当前登录销售的id。

        delta_day3 = datetime.timedelta(days=3)

        delta_day15 = datetime.timedelta(days=15)

        now=datetime.datetime.now()

        #为该客户更改课程顾问和对应的时间。

        #首先听该在顾客表内将该客户筛选到，然后筛选的是符合公共资源的三条规则，最后将这条记录更新为接单销售的

        #销售人ID，并且把接单时间最后接单时间改为当前。

        ret=Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now - delta_day3) | Q(recv_date__lt=now - delta_day15), status=2).update(consultant=user_id,last_consult_date=now,recv_date=now)

        #做这个判定是因为，如果2人同时在公共资源页面点击一个顾客，那么第二个客户进去上面的公共资源三规则就不符合了，

        #只有第一个点的才符合，这样第二个也就给他显示一个已经被别人抢单了！

        if  not ret:    #ret是更新操作后返回的更新条数。

            return HttpResponse("已经被跟进！")

            #在新建的表中创建一条记录表示别的销售接单，开始跟进。

        #如果跟进了，就在这个CustomerDistrbute表创建一条记录。

        CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,status=1,date=now)

        return HttpResponse("跟进成功！")

        '''

        这里要注意这个CustomerDistrbute表：

            这个表针对一个顾客，可以有不同的状态，比如小东北最先是销售1接待，但是未能成功，这个表内记录销售1三天未跟进，然后变成公共资源，销售2去跟进，那么销售2的状态显示小东北就是正在跟进。这样同一个客户可以有了动态。

        '''

    def extra_url(self):

        temp = []

        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        temp.append(url(r"public/", self.public_customer))

        temp.append(url(r"further/(\d+)", self.further))

        return temp

        # 更改客户的课程顾问，和相应的时间

        # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now)

        ret = Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).update(consultant=user_id,last_consult_date = now,recv_date=now)

        if not ret:

            return HttpResponse('已经被跟进了')

        return HttpResponse('跟进成功')

        CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)

        temp.append(url(r"mycustomer/", self.mycustomer))

    def mycustomer(self,request):

        user_id=3    #模拟当前登录销售的ID

        #取出这个销售所有的客户名单，展示在一个单独页面。

        customer_distrbute_list=CustomerDistrbute.objects.filter(consultant_id=user_id)

        return render(request,"mycustomer.html",locals())

<table class="table-bordered table table-striped">

    <thead>

        <tr>

            <th>客户名字</th>

            <th>跟进人</th>

            <th>跟进状态</th>

            <th>日期</th>

        </tr>

    </thead>

    <tbody>

        {% for customer_distrbute in customer_distrbute_list %}

        <tr>

            <td>{{ customer_distrbute.customer }}</td>

            <td>{{ customer_distrbute.consultant }}</td>

            <td>{{ customer_distrbute.get_status_display }}</td>

            <td>{{ customer_distrbute.date }}</td>

        </tr>

        {% endfor %}

     </tbody>

</table>    

from stark.service.stark import site, ModelStark

from django.http import JsonResponse

from .models import *

from django.utils.safestring import mark_safe

from django.conf.urls import url

from django.shortcuts import HttpResponse, redirect, render

site.register(School)

class UserConfig(ModelStark):

    list_display = ["name", "email", "depart"]

site.register(UserInfo, UserConfig)

class ClassConfig(ModelStark):

    def display_classname(self, obj=None, header=False):

        if header:

            return "班级名称"

        class_name = "%s(%s)" % (obj.course.name, str(obj.semester))

        return class_name

    list_display = [display_classname, "tutor", "teachers"]

site.register(ClassList, ClassConfig)

class CusotmerConfig(ModelStark):

    def display_gender(self, obj=None, header=False):

        if header:

            return "性别"

        return obj.get_gender_display()

    def display_course(self, obj=None, header=False):

        if header:

            return "咨询课程"

        temp = []

        for course in obj.course.all():

            s = "<a href='/stark/crm/customer/cancel_course/%s/%s' style='border:1px solid #369;padding:3px 6px'><span>%s</span></a>&nbsp;" % (

                obj.pk, course.pk, course.name,)

            temp.append(s)

        return mark_safe("".join(temp))

    # list_display = ["name",'gender','course',"consultant",]

    list_display = ["name", display_gender, display_course, "consultant", ]

    def cancel_course(self, request, customer_id, course_id):

        print(customer_id, course_id)

        obj = Customer.objects.filter(pk=customer_id).first()

        obj.course.remove(course_id)

        return redirect(self.get_list_url())

    def public_customer(self,request):

        """公共客户"""

        # 未报名 且3天未跟进或者15天未成单

        import datetime

        now =datetime.datetime.now()

        print(now)

        '''

        datetime.datetime

        datetime.time

        datetime.date

        datetime.timedelta(days=7)

        '''

        # 3天未跟进 now - last_consult_date > 3   ----> last_consult_date < now-3

        # 15天未成单 now - recv_date > 3   ----> recv_date < now-15

        delta_day3 = datetime.timedelta(days=3)

        delta_day15 = datetime.timedelta(days=15)

        from django.db.models import Q

        # Customer.objects.filter(status=2,last_consult_date__lt=now-3)

        # customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2)

        # 过滤掉 我的客户

        user_id = 2

        customer_list = Customer.objects.filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).exclude(consultant=user_id)

        print(customer_list.query)

        print('public_customer_list',customer_list)

        return render(request,'public.html',locals())

    def further(self,request,customer_id):

        user_id = 2  # request.session.get("user_id")

        import datetime

        now =datetime.datetime.now()

        delta_day3 = datetime.timedelta(days=3)

        delta_day15 = datetime.timedelta(days=15)

        from django.db.models import Q

        # 更改客户的课程顾问，和相应的时间

        # Customer.objects.filter(pk=customer_id).update(consultant=user_id,last_consult_date=now,recv_date=now)

        ret = Customer.objects.filter(pk=customer_id).filter(Q(last_consult_date__lt=now-delta_day3)|Q(recv_date__lt=now-delta_day15),status=2).update(consultant=user_id,last_consult_date = now,recv_date=now)

        if not ret:

            return HttpResponse('已经被跟进了')

        # 客户跟进表的数据

        CustomerDistrbute.objects.create(customer_id=customer_id,consultant_id=user_id,date=now,status=1)

        return HttpResponse('跟进成功')

    def mycustomer(self,request):

        user_id = 2

        customer_distrbute_list = CustomerDistrbute.objects.filter(consultant=user_id)

        print('customer_distrbute_list',customer_distrbute_list)

        return render(request,'mycustomer.html',locals())

    def extra_url(self):

        temp = []

        temp.append(url(r"cancel_course/(\d+)/(\d+)", self.cancel_course))

        temp.append(url(r"public/", self.public_customer))

        temp.append(url(r"further/(\d+)", self.further))

        temp.append(url(r"mycustomer/", self.mycustomer))

        return temp

site.register(Customer, CusotmerConfig)

site.register(Department)

site.register(Course)

class ConsultConfig(ModelStark):

    list_display = ['customer', 'consultant', 'date', 'note']

site.register(ConsultRecord, ConsultConfig)

class CourseRecordConfig(ModelStark):

    def score(self, request, course_record_id):

        """录入成绩view"""

        study_record_list = StudyRecord.objects.filter(course_record=course_record_id)

        print(study_record_list)

        score_choices = StudyRecord.score_choices

        if request.method == "POST":

            print(request.POST)  # <QueryDict:  'score_4': ['100'], 'homeword_note_4': ['33']}>

            data = {}  # dic = {1:{'homework_note':'good','score':'90'},2:{'homework_note':'nonono','score':'80'},}

            for key, value in request.POST.items():

                if key == "csrfmiddlewaretoken": continue

                field, pk = key.rsplit('_', 1)

                if pk in data:

                    data[pk][field] = value

                else:

                    data[pk] = {field: value}

                print('data', data)

                for pk, val in data.items():

                    StudyRecord.objects.filter(pk=pk).update(**val)

                '''

                # 方式1

                if field == 'score':

                    StudyRecord.objects.filter(pk=pk).update(score=value)

                else:

                    StudyRecord.objects.filter(pk=pk).update(homework_note=value.strip())

                '''

            return redirect(request.path)  # 跳转到当前url

        return render(request, 'score.html', locals())

    def extra_url(self):

        """录入成绩url"""

        temp = []

        temp.append(url('record_score/(\d+)', self.score))

        return temp

    def record_score(self, obj=None, header=False):

        """录入成绩a标签"""

        if header:

            return "录入成绩"

        return mark_safe("<a href='record_score/%s'>录入成绩</a>" % (obj.pk))

    def record(self, obj=None, header=False):

        if header:

            return '学习记录'

        return mark_safe("<a href='/stark/crm/studyrecord/?course_record=%s'>记录</a>" % (obj.pk))

    list_display = ['class_obj', 'day_num', 'teacher', record, record_score]

    def patch_studyrecord(self, request, queryset):

        print(queryset)  # <QuerySet [<CourseRecord: python基础班(9期) day11>]>

        temp = []

        for course_record in queryset:

            student_list = Student.objects.filter(class_list=course_record.class_obj.pk)

            for student in student_list:

                obj = StudyRecord(student=student, course_record=course_record)

                temp.append(obj)

        StudyRecord.objects.bulk_create(temp)  # 批量生成数据

    patch_studyrecord.short_description = '批量生成学习记录'

    actions = [patch_studyrecord, ]

site.register(CourseRecord, CourseRecordConfig)

class StudyRecordConfig(ModelStark):

    def display_record(self, obj=None, header=False):

        if header:

            return "记录"

        return obj.get_record_display()

    def display_score(self, obj=None, header=False):

        if header:

            return "成绩"

        return obj.get_score_display()

    list_display = ['student', 'course_record', display_record, display_score]

    def patch_late(self, request, queryset):

        queryset.update(record='late')

    patch_late.short_description = '迟到'

    actions = [patch_late]

site.register(StudyRecord, StudyRecordConfig)

class StudentConfig(ModelStark):

    def score_view(self, request, stu_id):

        """查看成绩 view"""

        if request.is_ajax():

            cid = request.GET.get('cid')

            sid = request.GET.get('sid')

            print(cid,sid)

            study_record_list = StudyRecord.objects.filter(student=sid,course_record__class_obj=cid)

            print('study_record_list',study_record_list)

            # 方案1：构造数据 # [['day11', 85], ['day12', 90]]

            data_list = []

            for study_record in study_record_list:

                day_num = study_record.course_record.day_num

                data_list.append(['day%s' % day_num, study_record.score])

            print('data_list',data_list)

            #方案2：构造数据 dic = {day:[day11,day12],score:[85,90]}

            dic = {'day':[],'score':[]}

            for study_record in study_record_list:

                day_num = study_record.course_record.day_num

                dic['day'].append('day%s'%day_num)

                dic['score'].append(study_record.score)

            print(dic)

            print(dic['day'])

            print(dic['score'])

            return JsonResponse(dic,safe=False)

        else:

            student = Student.objects.filter(pk=stu_id).first()

            class_list = student.class_list.all()

            return render(request, 'score_view.html', locals())

    def extra_url(self):

        """查看成绩url"""

        temp = []

        temp.append(url(r"score_view/(\d+)", self.score_view))

        return temp

    def score_show(self, obj=None, header=False):

        """查看成绩 a标签"""

        if header:

            return "查看成绩"

        return mark_safe('<a href="score_view/%s">查看成绩</a>' % (obj.pk))

    list_display = ['customer', 'class_list', score_show]

    list_display_links = ['customer']

site.register(Student, StudentConfig)