parent
e74141ac37
commit
6529363ff9
@ -0,0 +1,8 @@
|
||||
# 默认忽略的文件
|
||||
/shelf/
|
||||
/workspace.xml
|
||||
# 基于编辑器的 HTTP 客户端请求
|
||||
/httpRequests/
|
||||
# Datasource local storage ignored files
|
||||
/dataSources/
|
||||
/dataSources.local.xml
|
||||
@ -0,0 +1,32 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<module type="PYTHON_MODULE" version="4">
|
||||
<component name="FacetManager">
|
||||
<facet type="django" name="Django">
|
||||
<configuration>
|
||||
<option name="rootFolder" value="$MODULE_DIR$" />
|
||||
<option name="settingsModule" value="crm/settings.py" />
|
||||
<option name="manageScript" value="$MODULE_DIR$/manage.py" />
|
||||
<option name="environment" value="<map/>" />
|
||||
<option name="doNotUseTestRunner" value="false" />
|
||||
<option name="trackFilePattern" value="migrations" />
|
||||
</configuration>
|
||||
</facet>
|
||||
</component>
|
||||
<component name="NewModuleRootManager">
|
||||
<content url="file://$MODULE_DIR$" />
|
||||
<orderEntry type="inheritedJdk" />
|
||||
<orderEntry type="sourceFolder" forTests="false" />
|
||||
</component>
|
||||
<component name="PyDocumentationSettings">
|
||||
<option name="format" value="PLAIN" />
|
||||
<option name="myDocStringFormat" value="Plain" />
|
||||
</component>
|
||||
<component name="TemplatesService">
|
||||
<option name="TEMPLATE_CONFIGURATION" value="Django" />
|
||||
<option name="TEMPLATE_FOLDERS">
|
||||
<list>
|
||||
<option value="$MODULE_DIR$/templates" />
|
||||
</list>
|
||||
</option>
|
||||
</component>
|
||||
</module>
|
||||
@ -0,0 +1,17 @@
|
||||
<component name="InspectionProjectProfileManager">
|
||||
<profile version="1.0">
|
||||
<option name="myName" value="Project Default" />
|
||||
<inspection_tool class="Eslint" enabled="true" level="WARNING" enabled_by_default="true" />
|
||||
<inspection_tool class="PyPackageRequirementsInspection" enabled="true" level="WARNING" enabled_by_default="true">
|
||||
<option name="ignoredPackages">
|
||||
<value>
|
||||
<list size="3">
|
||||
<item index="0" class="java.lang.String" itemvalue="mysqlclient" />
|
||||
<item index="1" class="java.lang.String" itemvalue="cffi" />
|
||||
<item index="2" class="java.lang.String" itemvalue="ez-setup" />
|
||||
</list>
|
||||
</value>
|
||||
</option>
|
||||
</inspection_tool>
|
||||
</profile>
|
||||
</component>
|
||||
@ -0,0 +1,6 @@
|
||||
<component name="InspectionProjectProfileManager">
|
||||
<settings>
|
||||
<option name="USE_PROJECT_PROFILE" value="false" />
|
||||
<version value="1.0" />
|
||||
</settings>
|
||||
</component>
|
||||
@ -0,0 +1,7 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<project version="4">
|
||||
<component name="Black">
|
||||
<option name="sdkName" value="Python 3.12 (Django_CRM_System-master)" />
|
||||
</component>
|
||||
<component name="ProjectRootManager" version="2" project-jdk-name="Python 3.12 (Django_CRM_System-master)" project-jdk-type="Python SDK" />
|
||||
</project>
|
||||
@ -0,0 +1,8 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<project version="4">
|
||||
<component name="ProjectModuleManager">
|
||||
<modules>
|
||||
<module fileurl="file://$PROJECT_DIR$/.idea/Django_CRM_System-master.iml" filepath="$PROJECT_DIR$/.idea/Django_CRM_System-master.iml" />
|
||||
</modules>
|
||||
</component>
|
||||
</project>
|
||||
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
@ -0,0 +1,3 @@
|
||||
from django.contrib import admin
|
||||
|
||||
# Register your models here.
|
||||
@ -0,0 +1,6 @@
|
||||
from django.apps import AppConfig
|
||||
|
||||
|
||||
class SalesConfig(AppConfig):
|
||||
default_auto_field = 'django.db.models.BigAutoField'
|
||||
name = 'sales'
|
||||
Binary file not shown.
@ -0,0 +1,3 @@
|
||||
from django.test import TestCase
|
||||
|
||||
# Create your tests here.
|
||||
@ -0,0 +1,38 @@
|
||||
from django.urls import path, include
|
||||
from . import views
|
||||
|
||||
app_name = 'sales'
|
||||
urlpatterns = [
|
||||
path('index/', views.sales_index, name='sales_index'),
|
||||
path('list/', views.select_sale_chance_list, name='select_sale_chance_list'),
|
||||
|
||||
# 添加/修改营销机会
|
||||
path('create_or_update/', views.create_or_update_sales,
|
||||
name='create_or_update_sales'),
|
||||
path('customer/', views.select_customer, name='select_customer'),
|
||||
path('create/', views.create_sale_chance, name='create_sale_chance'),
|
||||
path('update/', views.update_sale_chance, name='update_sale_chance'),
|
||||
|
||||
# 删除营销机会
|
||||
path('delete/', views.delete_sale_chance, name='delete_sale_chance'),
|
||||
|
||||
path('cus_dev_plan/index/', views.cus_dev_plan_index, name='cus_dev_plan_index'),
|
||||
|
||||
path('cus_dev_plan/detail/', views.cus_dev_plan_index_detail,
|
||||
name='cus_dev_plan_index_detail'),
|
||||
path('cus_dev_plan/list/', views.select_cus_dev_plan_list,
|
||||
name='select_cus_dev_plan_list'),
|
||||
|
||||
# 添加/修改/删除开发计划
|
||||
path('cus_dev_plan/create_or_update/', views.create_or_update_cus_dev_plan,
|
||||
name='create_or_update_cus_dev_plan'),
|
||||
path('cus_dev_plan/create/', views.create_cus_dev_plan,
|
||||
name='create_cus_dev_plan'),
|
||||
path('cus_dev_plan/update/', views.update_cus_dev_plan,
|
||||
name='update_cus_dev_plan'),
|
||||
path('cus_dev_plan/delete/', views.delete_cus_dev_plan,
|
||||
name='delete_cus_dev_plan'),
|
||||
|
||||
path('cus_dev_plan/dev_result/', views.update_dev_result,
|
||||
name='update_dev_result'),
|
||||
]
|
||||
@ -0,0 +1,319 @@
|
||||
from datetime import datetime
|
||||
|
||||
from django.shortcuts import render
|
||||
import pymysql
|
||||
from django.core.paginator import Paginator
|
||||
from django.http import JsonResponse
|
||||
from django.shortcuts import render
|
||||
from django.views.decorators.clickjacking import xframe_options_exempt
|
||||
from django.views.decorators.csrf import csrf_exempt
|
||||
from django.views.decorators.http import require_GET
|
||||
|
||||
from customer.models import Customer, LinkMan
|
||||
from sales.models import SaleChance, CusDevPlan
|
||||
from system.models import TUser
|
||||
|
||||
|
||||
@xframe_options_exempt
|
||||
@require_GET
|
||||
def sales_index(request):
|
||||
"""跳转营销管理首页"""
|
||||
return render(request, 'sales/sale_chance.html')
|
||||
|
||||
|
||||
@require_GET
|
||||
def select_sale_chance_list(request):
|
||||
try:
|
||||
page_num = request.GET.get('page') # 页号
|
||||
page_size = request.GET.get('limit') # 页容量
|
||||
|
||||
state = request.GET.get('state')
|
||||
# 客户名称
|
||||
customerName = request.GET.get('customerName')
|
||||
# 创建人
|
||||
createMan = request.GET.get('createMan')
|
||||
# 开发状态（客户开发计划使用）
|
||||
devResult = request.GET.get('devResult')
|
||||
|
||||
if customerName:
|
||||
users = SaleChance.objects.filter(isValid=1, customerName=customerName).values()
|
||||
elif createMan:
|
||||
users = SaleChance.objects.filter(isValid=1, createMan=createMan).values()
|
||||
elif state:
|
||||
users = SaleChance.objects.filter(isValid=1, state=state).values()
|
||||
elif devResult:
|
||||
users = SaleChance.objects.filter(isValid=1, devResult=devResult).values()
|
||||
else:
|
||||
users = SaleChance.objects.filter(isValid=1).values()
|
||||
|
||||
paginator = Paginator(users, page_size)
|
||||
users_list = paginator.page(page_num).object_list
|
||||
|
||||
context = {
|
||||
'code': 0,
|
||||
'msg': '',
|
||||
'count': len(users),
|
||||
'data': list(users_list)
|
||||
}
|
||||
|
||||
return JsonResponse(context)
|
||||
|
||||
except Exception as e:
|
||||
return JsonResponse({'code': 400, 'msg': 'error'})
|
||||
|
||||
|
||||
@xframe_options_exempt
|
||||
@require_GET
|
||||
def create_or_update_sales(request):
|
||||
"""跳转添加/修改营销机会页面"""
|
||||
# 获取营销机会主键
|
||||
saleChanceId = request.GET.get('saleChanceId')
|
||||
context = None
|
||||
if saleChanceId:
|
||||
# 根据营销机会主键查询
|
||||
sc = SaleChance.objects.get(pk=saleChanceId)
|
||||
context = {'sc': sc}
|
||||
return render(request, 'sales/add_update.html', context)
|
||||
|
||||
|
||||
@require_GET
|
||||
def select_customer(request):
|
||||
"""查询客户"""
|
||||
customer = Customer.objects.values("id", 'name') \
|
||||
.filter(isValid=1).order_by('-id').all()
|
||||
return JsonResponse(list(customer), safe=False)
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def create_sale_chance(request):
|
||||
"""添加营销机会和联系人"""
|
||||
try:
|
||||
# 接收参数
|
||||
customerId = request.GET.get('customer')
|
||||
customerName = request.GET.get('customerName')
|
||||
chanceSource = request.GET.get('chanceSource')
|
||||
linkMan = request.GET.get('linkMan')
|
||||
linkPhone = request.GET.get('linkPhone')
|
||||
cgjl = request.GET.get('cgjl')
|
||||
overview = request.GET.get('overview')
|
||||
description = request.GET.get('description')
|
||||
assignMan = request.GET.get('assignMan')
|
||||
# 如果有联系人还要添加联系人表数据
|
||||
if linkMan:
|
||||
lm = LinkMan(cusId=customerId, linkName=linkMan, phone=linkPhone)
|
||||
lm.save()
|
||||
# 如果有分配人，添加分配时间，分配状态为已分配
|
||||
if assignMan != '0':
|
||||
sc = SaleChance(customerId=customerId, customerName=customerName,
|
||||
chanceSource=chanceSource, linkMan=linkMan,
|
||||
linkPhone=linkPhone,
|
||||
cgjl=cgjl, overview=overview, description=description,
|
||||
assignMan=assignMan, assignTime=datetime.now(), state=1,
|
||||
devResult=0,
|
||||
createMan=request.session.get('user')['username'])
|
||||
else:
|
||||
sc = SaleChance(customerId=customerId, customerName=customerName,
|
||||
chanceSource=chanceSource, linkMan=linkMan,
|
||||
linkPhone=linkPhone,
|
||||
cgjl=cgjl, overview=overview, description=description,
|
||||
state=0, devResult=0,
|
||||
createMan=request.session.get('user')['username'])
|
||||
# 插入数据
|
||||
sc.save()
|
||||
# 返回提示信息
|
||||
return JsonResponse({'code': 200, 'msg': '添加成功'})
|
||||
except Exception as e:
|
||||
return JsonResponse({'code': 400, 'msg': '添加失败'})
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def update_sale_chance(request):
|
||||
"""修改营销机会和联系人"""
|
||||
try:
|
||||
# 接收参数
|
||||
id = request.GET.get('id')
|
||||
customerId = request.GET.get('customer')
|
||||
customerName = request.GET.get('customerName')
|
||||
chanceSource = request.GET.get('chanceSource')
|
||||
linkMan = request.GET.get('linkMan')
|
||||
linkPhone = request.GET.get('linkPhone')
|
||||
cgjl = request.GET.get('cgjl')
|
||||
overview = request.GET.get('overview')
|
||||
description = request.GET.get('description')
|
||||
assignMan = request.GET.get('assignMan')
|
||||
# 根据主键查询营销机会
|
||||
sc = SaleChance.objects.get(pk=id)
|
||||
# 如果有联系人还要修改联系人表数据
|
||||
if linkMan != sc.linkMan:
|
||||
LinkMan.objects.filter(cusId=customerId) \
|
||||
.update(linkName=linkMan, phone=linkPhone, updateDate=datetime.now())
|
||||
# 如果用户取消了分配人，要改变分配状态为未分配
|
||||
if assignMan == '0':
|
||||
sc.state = 0
|
||||
sc.assignMan = None
|
||||
sc.assignTime = None
|
||||
else:
|
||||
sc.state = 1
|
||||
sc.assignMan = assignMan
|
||||
sc.assignTime = datetime.now()
|
||||
# 重新赋值
|
||||
sc.customerId = customerId
|
||||
sc.customerName = customerName
|
||||
sc.chanceSource = chanceSource
|
||||
sc.linkMan = linkMan
|
||||
sc.linkPhone = linkPhone
|
||||
sc.cgjl = cgjl
|
||||
sc.overview = overview
|
||||
sc.description = description
|
||||
sc.updateDate = datetime.now()
|
||||
# 保存
|
||||
sc.save()
|
||||
# 返回提示信息
|
||||
return JsonResponse({'code': 200, 'msg': '修改成功'})
|
||||
except Exception as e:
|
||||
return JsonResponse({'code': 400, 'msg': '修改失败'})
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def delete_sale_chance(request):
|
||||
"""删除营销机会"""
|
||||
try:
|
||||
# 接收参数
|
||||
ids = request.GET.get('ids')
|
||||
id_list = list(map(int, ids.split(",")))
|
||||
SaleChance.objects.filter(pk__in=id_list).delete()
|
||||
|
||||
return JsonResponse({'code': 200, 'msg': '删除成功'})
|
||||
except Exception as e:
|
||||
return JsonResponse({'code': 400, 'msg': '删除失败'})
|
||||
|
||||
|
||||
@xframe_options_exempt
|
||||
@require_GET
|
||||
def cus_dev_plan_index(request):
|
||||
"""跳转营销机会管理首页"""
|
||||
return render(request, 'sales/cus_dev_plan.html')
|
||||
|
||||
|
||||
@xframe_options_exempt
|
||||
@require_GET
|
||||
def cus_dev_plan_index_detail(request):
|
||||
"""跳转客户开发计划详情页"""
|
||||
# 接收参数
|
||||
saleChanceId = request.GET.get('saleChanceId')
|
||||
# 根据主键查询营销机会
|
||||
sc = SaleChance.objects.get(pk=saleChanceId)
|
||||
context = {'sc': sc}
|
||||
return render(request, 'sales/cus_dev_plan_detail.html', context)
|
||||
|
||||
|
||||
@require_GET
|
||||
def select_cus_dev_plan_list(request):
|
||||
"""查询客户开发计划详细列表"""
|
||||
try:
|
||||
# 获取第几页
|
||||
page_num = request.GET.get('page', 1)
|
||||
# 获取每页多少条
|
||||
page_size = request.GET.get('limit', 10)
|
||||
# 获取客户营销机会主键
|
||||
saleChanceId = request.GET.get('saleChanceId')
|
||||
# 查询
|
||||
cdp_list = CusDevPlan.objects.extra(select={'planDate': 'date_format(plan_date, "%%Y-%%m-%%d")'}) \
|
||||
.values('id', 'planItem', 'planDate', 'exeAffect', 'saleChance') \
|
||||
.filter(saleChance=saleChanceId).order_by('-id')
|
||||
# 初始化分页对象
|
||||
p = Paginator(cdp_list, page_size)
|
||||
# 获取指定页数的数据
|
||||
data = p.page(page_num).object_list
|
||||
# 返回总条数
|
||||
count = p.count
|
||||
# 返回数据，按照 layuimini 要求格式构建
|
||||
context = {
|
||||
'code': 0,
|
||||
'msg': '',
|
||||
'count': count,
|
||||
'data': list(data)
|
||||
}
|
||||
return JsonResponse(context)
|
||||
except Exception as e:
|
||||
return JsonResponse({'code': 400, 'msg': 'error'})
|
||||
|
||||
|
||||
@xframe_options_exempt
|
||||
@require_GET
|
||||
def create_or_update_cus_dev_plan(request):
|
||||
"""跳转客户开发计划添加/修改页面"""
|
||||
# 获取营销机会主键
|
||||
saleChanceId = request.GET.get('saleChanceId')
|
||||
# 获取客户开发计划主键
|
||||
id = request.GET.get('id')
|
||||
context = {'saleChanceId': saleChanceId}
|
||||
if id:
|
||||
cusDevPlan = CusDevPlan.objects.get(pk=id)
|
||||
context['cusDevPlan'] = cusDevPlan
|
||||
return render(request, 'sales/cus_dev_plan_add_update.html', context)
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def create_cus_dev_plan(request):
|
||||
"""添加客户开发计划"""
|
||||
# 接收参数
|
||||
data = request.GET.dict()
|
||||
# 弹出营销机会主键
|
||||
saleChanceId = data.pop('saleChanceId')
|
||||
# 删除主键
|
||||
del data['id']
|
||||
# 获取营销机会对象
|
||||
sc = SaleChance.objects.get(pk=saleChanceId)
|
||||
data['saleChance'] = sc
|
||||
# 添加客户开发计划
|
||||
CusDevPlan.objects.create(**data)
|
||||
# 修改营销机会的开发状态为开发中
|
||||
sc.devResult = 1
|
||||
sc.updateDate = datetime.now()
|
||||
sc.save()
|
||||
return JsonResponse({'code': 200, 'msg': '添加成功'})
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def update_cus_dev_plan(request):
|
||||
"""修改客户开发计划"""
|
||||
# 接收参数
|
||||
data = request.GET.dict()
|
||||
# 弹出营销机会主键
|
||||
saleChanceId = data.pop('saleChanceId')
|
||||
# 删除主键
|
||||
id = data.pop('id')
|
||||
# 修改时间
|
||||
data['updateDate'] = datetime.now()
|
||||
# 修改客户开发计划
|
||||
CusDevPlan.objects.filter(pk=id).update(**data)
|
||||
return JsonResponse({'code': 200, 'msg': '修改成功'})
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def delete_cus_dev_plan(request):
|
||||
"""删除客户开发计划"""
|
||||
# 获取主键
|
||||
id = request.GET.get('id')
|
||||
# 逻辑删除客户开发计划
|
||||
CusDevPlan.objects.filter(pk=id).update(isValid=0, updateDate=datetime.now())
|
||||
return JsonResponse({'code': 200, 'msg': '删除成功'})
|
||||
|
||||
|
||||
@csrf_exempt
|
||||
@require_GET
|
||||
def update_dev_result(request):
|
||||
"""开发成功或者开发失败"""
|
||||
# 接收参数
|
||||
saleChanceId = request.GET.get('saleChanceId')
|
||||
devResult = request.GET.get('devResult')
|
||||
SaleChance.objects.filter(pk=saleChanceId).update(devResult=devResult,
|
||||
updateDate=datetime.now())
|
||||
return JsonResponse({'code': 200, 'msg': '操作成功'})
|
||||
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
@ -0,0 +1,3 @@
|
||||
from django.contrib import admin
|
||||
|
||||
# Register your models here.
|
||||
@ -0,0 +1,6 @@
|
||||
from django.apps import AppConfig
|
||||
|
||||
|
||||
class ServeConfig(AppConfig):
|
||||
default_auto_field = 'django.db.models.BigAutoField'
|
||||
name = 'serve'
|
||||
Binary file not shown.
@ -0,0 +1,49 @@
|
||||
from django.db import models
|
||||
|
||||
# Create your models here.
|
||||
|
||||
from django.db import models
|
||||
|
||||
|
||||
class ModelManager(models.Manager):
|
||||
def get_queryset(self):
|
||||
return super(ModelManager, self).get_queryset().filter(isValid=1)
|
||||
|
||||
|
||||
# 服务模型
|
||||
class CustomerServe(models.Model):
|
||||
# 服务类型 咨询/建议/投诉
|
||||
serveType = models.CharField(db_column='serve_type', max_length=50)
|
||||
# 概要
|
||||
overview = models.CharField(db_column='overview', max_length=500)
|
||||
# 客户
|
||||
customer = models.CharField(db_column='customer', max_length=30)
|
||||
# 新创建/已分配/已处理/已归档
|
||||
state = models.CharField(db_column='state', max_length=10)
|
||||
# 服务请求
|
||||
serviceRequest = models.CharField(db_column='service_request', max_length=500)
|
||||
# 创建人
|
||||
createPeople = models.CharField(db_column='create_people', max_length=100)
|
||||
# 分配人
|
||||
assigner = models.CharField(db_column='assigner', max_length=100)
|
||||
# 分配日期
|
||||
assignTime = models.DateTimeField(db_column='assign_time')
|
||||
# 服务处理
|
||||
serviceProce = models.CharField(db_column='service_proce', max_length=500)
|
||||
# 服务处理人
|
||||
serviceProcePeople = models.CharField(db_column='service_proce_people',
|
||||
max_length=50)
|
||||
# 服务处理日期
|
||||
serviceProceTime = models.DateTimeField(db_column='service_proce_time')
|
||||
# 服务处理结果
|
||||
serviceProceResult = models.CharField(db_column='service_proce_result',
|
||||
max_length=500)
|
||||
# 客户满意度
|
||||
myd = models.CharField(db_column='myd', max_length=50)
|
||||
isValid = models.IntegerField(db_column='is_valid', default=1)
|
||||
createDate = models.DateTimeField(db_column='create_date', auto_now_add=True)
|
||||
updateDate = models.DateTimeField(db_column='update_date', auto_now_add=True)
|
||||
objects = ModelManager()
|
||||
|
||||
class Meta:
|
||||
db_table = 't_customer_serve'
|
||||
@ -0,0 +1,3 @@
|
||||
from django.test import TestCase
|
||||
|
||||
# Create your tests here.
|
||||
@ -0,0 +1,12 @@
|
||||
from django.urls import path
|
||||
from . import views
|
||||
|
||||
app_name = 'serve'
|
||||
|
||||
urlpatterns = [
|
||||
path('<str:template>/index/', views.serve_index, name='serve_index'),
|
||||
path('list/', views.select_serve_list, name='select_serve_list'),
|
||||
path('<str:template>/workflow/', views.serve_workflow, name='serve_workflow'),
|
||||
path('create/', views.create_serve, name='create_serve'),
|
||||
path('update/', views.update_serve, name='update_serve'),
|
||||
]
|
||||
Loading…
Reference in new issue