CRM开发报名流程

在客户信息里点击报名进入报名页面，销售选择好报名的大致信息点击下一步会生成一个链接给客户填写，如果该用户报名已存在也会生成一条链接

在crm/urls.py文件中设置报名url

url(r‘^customer/(\d+)/enrollment/$‘, views.enrollment, name="enrollment"

在crm/views.py文件中创建enrollment函数

因为在报名页面里面的数据需要从报名表里面得出来，所以得先获取表单里面的值，所以新建crm/forms.py

from django.forms import ModelForm from PerfectCRM.Perfectcrm.crm import models class EnrollmentForm(ModelForm): def __new__(cls,*args,**kwargs): #super(CustomerForm,self).__new__(*args,**kwargs)
        # print("request.POST:",request.POST)
      #表名，表对象值
        for field_name,field_obj in cls.base_fields.items(): #print(field_name,dir(field_obj))
            #给表输入框添加class
            field_obj.widget.attrs[‘class‘] = ‘form-control‘

        return ModelForm.__new__(cls) class Meta: model = models.Enrollment #表单展示的字段
        fields = ["enrolled_class","consultant"] 

在crm/views.py获取EnrollmentForm类并返回给前端，后端处理请求的数据

 

from django.shortcuts import render from PerfectCRM.Perfectcrm.crm.forms import EnrollmentForm from PerfectCRM.Perfectcrm.crm import models from django.db import IntegrityError def enrollment(request,customer_id): #根据请求过来的customet_id获得该id的客户对象
    customer_obj = models.Customer.objects.get(id=customer_id) msgs={} if request.method == "POST": #把请求的数据放到表单里面
        enroll_form = EnrollmentForm(request.POST) #表单里面的是有效的
        if enroll_form.is_valid(): msg=‘‘‘请将此链接发送给客户进行填写: http://localhost:8000/crm/customer/registration/{enroll_obj_id}/‘‘‘
            try: print("cleaned_data",enroll_form.cleaned_data) #在enroll表单中加上前端的客户请求的值，因为客户的名称是从customer中获取，在enroll表中是没有的，会报错所以才在enroll中的customer添加他的值
                enroll_form.cleaned_data["customer"]= customer_obj #创建表单的值报名
                enroll_obj = models.Enrollment.objects.create(**enroll_form.cleaned_data) #报名生成的链接
                msgs["msg"] = msg.format(enroll_obj_id=enroll_obj.id) #捕捉当用户已存在的错误
            except IntegrityError as e: #如果是改用户报名之前已经存在，那么报名的id就是要去customer表中找,和enroll两个表中找关联的
                enroll_obj =models.Enrollment.objects.get(customer_id=customer_obj.id, enrolled_class_id = enroll_form.cleaned_data["enrolled_class"].id) enroll_form.add_error("__all__","该用户已存在") msgs["msg"] = msg.format(enroll_obj_id=enroll_obj.id) else: enroll_form = EnrollmentForm() return render(request,"sales/enrollment.html",{"enroll_form":enroll_form, "customer_obj":customer_obj, "msgs":msgs})

 

 

 

 

在templates/sales/enrollment.html新建处理前端的页面

{% extends ‘index.html‘%} {% block page-content %} <div id="content">
    <form class="form-horizontal col-lg-7" role="form" method="post">{%csrf_token%} <span style="color: red">{{enroll_form.errors}}</span>

        <div class="form-group form-group-lg">
            <label class="col-sm-2 control-label">客户</label>
            <div class="col-sm-10"> {{customer_obj.qq}} </div>
        </div> {% for field in enroll_form %} <div class="form-group form-group-lg">
            <label class="col-sm-2 control-label">{{field.label}}</label>
            <div class="col-sm-10"> {{field}} </div>
          </div> {% endfor %} <input type="submit" class="btn btn-info pull-right" value="下一步">
    </form>
    <div class="row">
        <ul> {% for k,v in msgs.items%} <li>{{k}}:{{v}}</li> {% endfor %} </ul>
    </div>
</div> {% endblock%}