1.需求分析
1.项目 (1)业务 (2)权限的管理 2.CRM customer relationship management 客户关系管理系统 3.谁来使用CRM? 销售&&班主任&&讲师&&助教 4.项目的需求分析 (1)注册 (2)登录 (3)销售 1.客户信息管理 增加 编辑 展示 客户信息(删除一般不用它做,后台管理员来做,为了信息安全) 2.跟进信息管理 增加 编辑 展示 跟进信息 3.报名信息的管理 增加 编辑 展示 报名信息 4.缴费记录的管理 增加 编辑 展示 缴费记录 (4)班主任(外键的关系) 1.班级信息 增加 编辑 展示 班级信息 2.课程信息 增加 编辑 展示 课程信息 什么时间上课?讲的是什么? 3.上课(学习)信息 增加 编辑 展示 上课(学习)信息 CURD() 本周的主要内容,增删改查. 流程怎么样?梳理这个流程,记录这个步骤,做好记录和编辑 (5)表结构 销售部分: 1.用户表 2.客户表 id name 1 洋洋 2 扬扬 3.跟进记录 4.报名记录 5.缴费记录表 班级任: 6.班级表(期数&&学科分开) 开班时间&&结束时间&&班主任是谁? 7.课程记录表 第几天的课,记录详细信息,标题,讲师是谁,班主任是谁,是否有作业,今天上课的主要内容 id day_num 1 day64 2 day63 8.学习记录表(和上边的客户表制作外键关系) 上的是哪节课,哪天的课 student_id class_id 出勤 1 1 旷课 2 1 旷课 1 2 2 2 注意:这里是某一个人记录信息,报某个班,时间,一行记录才能记录这个信息 谁交了钱,谁收了钱,什么钱?多少钱? 今天上午,我们需要做的事情是,设计表结构!!!! 设计到11点,写成类 要么再添加表&&关系&&属性
2.表结构设计
from django.db import models from multiselectfield import MultiSelectField course_choices = (('Linux', 'Linux中高级'), ('PythonFullStack', 'Python高级全栈开发'),) class_type_choices = (('fulltime', '脱产班',), ('online', '网络班'), ('weekend', '周末班',),) source_type = (('qq', "qq群"), ('referral', "内部转介绍"), ('website', "官方网站"), ('baidu_ads', "百度推广"), ('office_direct', "直接上门"), ('WoM', "口碑"), ('public_class', "公开课"), ('website_luffy', "路飞官网"), ('others', "其它"),) enroll_status_choices = (('signed', "已报名"), ('unregistered', "未报名"), ('studying', '学习中'), ('paid_in_full', "学费已交齐")) seek_status_choices = (('A', '近期无报名计划'), ('B', '1个月内报名'), ('C', '2周内报名'), ('D', '1周内报名'), ('E', '定金'), ('F', '到班'), ('G', '全款'), ('H', '无效'),) pay_type_choices = (('deposit', "订金/报名费"), ('tuition', "学费"), ('transfer', "转班"), ('dropout', "退学"), ('refund', "退款"),) attendance_choices = (('checked', "已签到"), ('vacate', "请假"), ('late', "迟到"), ('absence', "缺勤"), ('leave_early', "早退"),) 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'),) class Department(models.Model): """ 部门表 """ name = models.CharField(max_length=32, verbose_name="部门名称") count = models.IntegerField(verbose_name="人数", default=0) class UserProfile(models.Model): """ 用户表 """ username = models.EmailField(max_length=255, unique=True, ) password = models.CharField(max_length=128) name = models.CharField('名字', max_length=32) department = models.ForeignKey('Department', default=None, blank=True, null=True) mobile = models.CharField('手机', max_length=32, default=None, blank=True, null=True) memo = models.TextField('备注', blank=True, null=True, default=None) date_joined = models.DateTimeField(auto_now_add=True) is_active = models.BooleanField(default=True) class Customer(models.Model): """ 客户表 """ qq = models.CharField('QQ', max_length=64, unique=True, help_text='QQ号必须唯一') qq_name = models.CharField('QQ昵称', max_length=64, blank=True, null=True) name = models.CharField('姓名', max_length=32, blank=True, null=True, help_text='学员报名后，请改为真实姓名') sex_type = (('male', '男'), ('female', '女')) sex = models.CharField("性别", choices=sex_type, max_length=16, default='male', blank=True, null=True) birthday = models.DateField('出生日期', default=None, help_text="格式yyyy-mm-dd", blank=True, null=True) phone = models.BigIntegerField('手机号', blank=True, null=True) source = models.CharField('客户来源', max_length=64, choices=source_type, default='qq') introduce_from = models.ForeignKey('self', verbose_name="转介绍自学员", blank=True, null=True) course = MultiSelectField("咨询课程", choices=course_choices) class_type = models.CharField("班级类型", max_length=64, choices=class_type_choices, default='fulltime') customer_note = models.TextField("客户备注", blank=True, null=True, ) status = models.CharField("状态", choices=enroll_status_choices, max_length=64, default="unregistered", help_text="选择客户此时的状态") last_consult_date = models.DateField("最后跟进日期", auto_now_add=True) next_date = models.DateField("预计再次跟进时间", blank=True, null=True) consultant = models.ForeignKey('UserProfile', verbose_name="销售", related_name='customers', blank=True, null=True, ) class_list = models.ManyToManyField('ClassList', verbose_name="已报班级", ) class Campuses(models.Model): """ 校区表 """ name = models.CharField(verbose_name='校区', max_length=64) address = models.CharField(verbose_name='详细地址', max_length=512, blank=True, null=True) class ClassList(models.Model): """ 班级表 """ course = models.CharField("课程名称", max_length=64, choices=course_choices) semester = models.IntegerField("学期") campuses = models.ForeignKey('Campuses', verbose_name="校区") price = models.IntegerField("学费", default=10000) memo = models.CharField('说明', blank=True, null=True, max_length=100) start_date = models.DateField("开班日期") graduate_date = models.DateField("结业日期", blank=True, null=True) teachers = models.ManyToManyField('UserProfile', verbose_name="老师") class_type = models.CharField(choices=class_type_choices, max_length=64, verbose_name='班额及类型', blank=True, null=True) class Meta: unique_together = ("course", "semester", 'campuses') class ConsultRecord(models.Model): """ 跟进记录表 """ customer = models.ForeignKey('Customer', verbose_name="所咨询客户") note = models.TextField(verbose_name="跟进内容...") status = models.CharField("跟进状态", max_length=8, choices=seek_status_choices, help_text="选择客户此时的状态") consultant = models.ForeignKey("UserProfile", verbose_name="跟进人", related_name='records') date = models.DateTimeField("跟进日期", auto_now_add=True) delete_status = models.BooleanField(verbose_name='删除状态', default=False) class Enrollment(models.Model): """ 报名表 """ why_us = models.TextField("为什么报名", max_length=1024, default=None, blank=True, null=True) your_expectation = models.TextField("学完想达到的具体期望", max_length=1024, blank=True, null=True) contract_agreed = models.BooleanField("我已认真阅读完培训协议并同意全部协议内容", default=False) contract_approved = models.BooleanField("审批通过", help_text="在审阅完学员的资料无误后勾选此项,合同即生效", default=False) enrolled_date = models.DateTimeField(auto_now_add=True, verbose_name="报名日期") memo = models.TextField('备注', blank=True, null=True) delete_status = models.BooleanField(verbose_name='删除状态', default=False) customer = models.ForeignKey('Customer', verbose_name='客户名称') school = models.ForeignKey('Campuses') enrolment_class = models.ForeignKey("ClassList", verbose_name="所报班级") class Meta: unique_together = ('enrolment_class', 'customer') class PaymentRecord(models.Model): """ 缴费记录表 """ pay_type = models.CharField("费用类型", choices=pay_type_choices, max_length=64, default="deposit") paid_fee = models.IntegerField("费用数额", default=0) note = models.TextField("备注", blank=True, null=True) date = models.DateTimeField("交款日期", auto_now_add=True) course = models.CharField("课程名", choices=course_choices, max_length=64, blank=True, null=True, default='N/A') class_type = models.CharField("班级类型", choices=class_type_choices, max_length=64, blank=True, null=True, default='N/A') enrolment_class = models.ForeignKey('ClassList', verbose_name='所报班级', blank=True, null=True) customer = models.ForeignKey('Customer', verbose_name="客户") consultant = models.ForeignKey('UserProfile', verbose_name="销售") delete_status = models.BooleanField(verbose_name='删除状态', default=False) status_choices = ( (1, '未审核'), (2, '已审核'), ) status = models.IntegerField(verbose_name='审核', default=1, choices=status_choices) confirm_date = models.DateTimeField(verbose_name="确认日期", null=True, blank=True) confirm_user = models.ForeignKey(verbose_name="确认人", to='UserProfile', related_name='confirms', null=True, blank=True) class CourseRecord(models.Model): """课程记录表""" day_num = models.IntegerField("节次", help_text="此处填写第几节课或第几天课程...,必须为数字") date = models.DateField(auto_now_add=True, verbose_name="上课日期") course_title = models.CharField('本节课程标题', max_length=64, blank=True, null=True) course_memo = models.TextField('本节课程内容', max_length=300, blank=True, null=True) has_homework = models.BooleanField(default=True, verbose_name="本节有作业") homework_title = models.CharField('本节作业标题', max_length=64, blank=True, null=True) homework_memo = models.TextField('作业描述', max_length=500, blank=True, null=True) scoring_point = models.TextField('得分点', max_length=300, blank=True, null=True) re_class = models.ForeignKey('ClassList', verbose_name="班级") teacher = models.ForeignKey('UserProfile', verbose_name="班主任") class Meta: unique_together = ('re_class', 'day_num') class StudyRecord(models.Model): """ 学习记录 """ attendance = models.CharField("考勤", choices=attendance_choices, default="checked", max_length=64) score = models.IntegerField("本节成绩", choices=score_choices, default=-1) homework_note = models.CharField(max_length=255, verbose_name='作业批语', blank=True, null=True) date = models.DateTimeField(auto_now_add=True) note = models.CharField("备注", max_length=255, blank=True, null=True) homework = models.FileField(verbose_name='作业文件', blank=True, null=True, default=None) course_record = models.ForeignKey('CourseRecord', verbose_name="某节课程") student = models.ForeignKey('Customer', verbose_name="学员") class Meta: unique_together = ('course_record', 'student')
3.注册登录验证