1、销售与客户的表结构
1、公共客户与我的客户
---公共客户(公共资源)
1、没有报名
2、3天没有跟进
3、15天没有成单
客户分布表
龙泰 男 yuan 2018-5-1 3天未跟进
龙泰 男 三江 2018-5-5 15天未成单
龙泰 男 暴雨 2018-5-21 正在跟进
---我的客户（抢单）
crontab：
2018-5-15 12:00 龙泰 男 三江 2018-5-15 正在跟进
2018-5-16 0:0
2018-5-17 0:0
2018-5-18 0:0
2018-5-19 0:0 龙泰 男 三江 2018-5-19 3天未跟进
key: CustomerDistrbute为什么创建 ，为什么不能直接用Customer
2、思考
因为：销售可以查看，自己的客户是否已过期，是否正在跟进，月底可以算业绩！
不能说没谈成，就没有业绩！！
我的客户与公共用户不能冲突！
我的客户要一直存在，月末要进行绩效统计，他的状态可以是，正在跟进，3天未跟进
一过期，就改了。linux定时脚本来完成！！
linux 固定时间，执行脚本 os 去做，
每天00：00去监测！
隔半天或隔一天，脚本每天凌晨监测一遍过期就放到公共客户。
刷新状态，或者把过期的用户移动到公共客户池子
可以通过，定时脚本，每天0:0进行
3、添加新的表
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
4、新的表结构
2、公共客户池
class CusotmerConfig(ModelStark): 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) """ 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) 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)
1、添加public的url
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
2、 datetime.timedelta ( 时间 + - )
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)
3、未报名 且3天未跟进或者15天未成单
Q查询 last_consult_date__lt recv_date__lt
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)
4. exclude（排除）
# 不应该让之前的课程顾问 再看到这个已经放到公共名单的人了
# 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)
5. customer_list.query（ sql 语句 ）
# 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) """
6、跳转标签
<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>
7、public.html
<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> <link rel="stylesheet" href="/static/bootstrap/css/bootstrap.css"> <script src="/static/js/jquery-1.12.4.min.js"></script> </head> <body> <h3>公共客户</h3> <div class="container"> <div class="row"> <div class="col-md-9 col-md-offset-1"> <form action="" method="post"> {% csrf_token %} <table class="table table-bordered table-striped"> <thead> <tr> <th>ID</th> <th>姓名</th> <th>QQ</th> <th>跟进详情</th> <th>是否跟进</th> </tr> </thead> <tbody> {% for customer in customer_list %} <tr> <td>{{ forloop.counter }}</td> <td>{{ customer.name }}</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/further/{{ customer.pk }}">是</a></td> </tr> {% endfor %} </tbody> </table> </form> </div> </div> </div> </body> </html>
3、确认跟进
2
3
4
5
67
7
8
9