学员相关接口文档
销售系统
获取老师列表
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_teacher/ |
老师列表 |
NO |
cURL Example
curl -X GET http://127.0.0.1:8000/crm/account/list_teacher/ -H 'Content-Type: application/json' -H 'Authorization: Token f5d99e3acf2b3e76d63d4a8a8a2389d86e43d9cc'
Response
{ "count": 1, "next": null, "previous": null, "results": [ { "id": 1, "pk": 1, "deleted": false, "create_time": "2020-10-23T15:36:32.884851", "order_index": 1000, "name": "小明老师" } ]}
获取学员来源分类列表
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_source_category/ |
来源分类列表 |
NO |
Response
{ "count": 3, "next": null, "previous": null, "results": [ { "pk": 3, "name": "dsfs", "sources": [] }, { "pk": 2, "name": "ddds", "sources": [ { "pk": 3, "name": "TMK外呼电话邀约", "category": 2 } ] }, { "pk": 1, "name": "ddd", "sources": [ { "pk": 2, "name": "S主动注册试听", "category": 1 }, { "pk": 1, "name": "R老生转介绍", "category": 1 } ] } ]}
获取学员来源列表
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_source/ |
来源列表 |
NO |
Response
{ "count": 3, "next": null, "previous": null, "results": [ { "pk": 3, "name": "TMK外呼电话邀约", "category": 2 }, { "pk": 2, "name": "S主动注册试听", "category": 1 }, { "pk": 1, "name": "R老生转介绍", "category": 1 } ]}
获取学员阶段列表
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_stage/ |
阶段列表 |
NO |
Request Parameters
| Name |
Description |
Example |
| other_username |
销售工号 |
other_username=cxy004 |
| is_expired |
是否过期 |
is_expired=False |
| tag |
筛选时间tag |
本月:month; 上月:last_month; 上上月:lasts_month |
| start_date |
筛选开始时间 |
start_date=2021-07-13 |
| current_date |
筛选结束时间 |
current_date=2021-07-13 |
| exclude_stage |
排除的阶段 |
exclude_stage=20,15,13 |
Response
{ "count": 7, "next": null, "previous": null, "results": [ { "pk": 13, "name": "年龄不符", "content": "", "stage_count": 0 }, { "pk": 14, "name": "无意向", "content": "", "stage_count": 0 }, { "pk": 15, "name": "未测试", "content": "", "stage_count": 0 }, { "pk": 17, "name": "已安排", "content": "", "stage_count": 0 }, { "pk": 18, "name": "新建", "content": "", "stage_count": 0 }, { "pk": 11, "name": "已购买", "content": "", "stage_count": 310 }, { "pk": 6, "name": "已试听", "content": "", "stage_count": 0 } ]}
获取预推课程列表
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_course/ |
课程列表 |
NO |
Response
{ "count": 2, "next": null, "previous": null, "results": [ { "pk": 2, "name": "编程创作", "content": "" }, { "pk": 1, "name": "编程思维", "content": "" } ]}
新建学员
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| POST |
/crm/account/create_student/ |
新建学员 |
YES |
Request Parameters
| Name |
Description |
Required |
Default |
| wx_number |
微信号 |
NO |
|
| phone |
手机号 |
NO |
|
| name |
姓名 |
NO |
|
| current_stage |
当前阶段pk |
NO |
|
| source |
来源pk |
NO |
|
| teacher |
老师pk |
NO |
|
| course |
预推课程的 pk |
NO |
|
| remark |
备注 |
NO |
|
| province |
省份 |
NO |
|
| city |
城市 |
NO |
|
| age |
年龄 |
NO |
|
Request Data
{ "source":1, "current_stage":1, "course":1, "name":"陈微", "wx_number":"1846208953", "phone":"15201052255", "teacher":1}
cURL Example
curl -X POST -H 'Authorization: Token 9944b09199c62bcf9418ad846dd0e4bbdfc6ee4b' http://127.0.0.1:8000/account/create_student/
Response
{ "pk": 25, "saler": "001", "wx_number": "1846208953", "phone": null, "name": null, "remark": "", "operate_time": "2019-05-07T07:43:54.717052Z", "source": { "pk": 1, "name": "R老生转介绍" }, "teacher": { "pk": 2, "name": "小明老师" }, "current_stage": null, "course": null, "age": 0, "province": "", "city": ""}
学员列表、学员搜索、学员过滤
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/list_student/ |
获取销售员下所有学员 |
YES |
按条件过滤学员列表释义如下
`source` 来源 示例:`/account/list_student/?source=1``current_stage` 当前阶段 示例:`/account/list_student/?current_stage=1``operate_time` 最后一次操作日期, 示例:`/account/list_student/?operate_time=2019-10-22``tag`:`week`近一周 、`half_month` 近半月、 `month`近一月,示例:`/account/list_student/?tag=week``other_username`: 销售人员账号, 示例: `/account/list_student/?other_username=001``is_expired: 是否过期,`/account/list_student/?is_expired=false``exclude_stage:`排除的阶段, `/account/list_student/?exclude_stage=20,15,13`
按搜索框内容搜索过滤, 可以按照微信号、手机号、姓名、备注来搜索
`search` 微信号 示例:`/account/list_student/?search=陈微`
cURL Example
curl -X GET -H 'Authorization: Token 9944b09199c62bcf9418ad846dd0e4bbdfc6ee4b' http://127.0.0.1:8000/account/list_student/
Response
{ "count": 1, "next": null, "previous": null, "results": [ { "pk": 16, "wx_number": "1846208953", "phone": "15201052252", "name": "陈微", "remark": null, "operate_time": "2019-03-26T13:27:29", "source": { "pk": 2, "name": "S主动注册试听" }, "teacher": { "pk": 2, "name": "小明老师" }, "current_stage": { "pk": 2, "name": "2A阶段 微信已联系(已回复)", "content": "", "stage_time": "2019-03-26T13:27:29" } } ]}
学员信息修改
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| PUT |
/crm/account/update_student/${pk}/ |
修改学员信息 |
YES |
Request Parameters
| Name |
Description |
Required |
Default |
| wx_number |
微信号 |
YES |
|
| phone |
手机号 |
YES |
|
| name |
姓名 |
YES |
|
| current_stage |
当前阶段pk |
YES |
|
| source |
来源pk |
YES |
|
| remark |
备注 |
NO |
|
| teacher |
老师pk |
NO |
|
Request Data
{ "source":2, "teacher":2, "wx_number":"18462053", "current_stage":3, "name":"陈微fa", "phone":"15201052253", "remark":"dsgafjs"}
Response
{ "pk": 18, "wx_number": "18462053", "phone": "15201052253", "name": "陈微fa", "remark": "dsgafjs", "operate_time": "2019-03-26T13:37:46.941053", "source": { "pk": 2, "name": "S主动注册试听" }, "teacher": { "pk": 2, "name": "小明老师" }, "current_stage": { "pk": 3, "name": "2B阶段 微信联系后的第2天(未回复)", "content": "" }}
学员信息批量修改
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| PUT |
/crm/account/batch_update_student/ |
批量修改 |
YES |
Request Parameters
| Name |
Description |
Required |
Default |
| student_ids |
学员id组 |
YES |
|
| wx_number |
微信号 |
No |
|
| phone |
手机号 |
No |
|
| name |
姓名 |
No |
|
| remark |
备注 |
NO |
|
| current_stage_id |
当前阶段pk |
No |
|
| source_id |
来源pk |
No |
|
| teacher_id |
老师pk |
NO |
|
| course_id |
预推课程id |
NO |
|
| saler |
销售人员账号 |
NO |
|
Request Data
{"student_ids":[1,2,3], "source_id":2, "teacher_id":2, "wx_number":"18462053", "current_stage_id":3, "name":"陈微fa", "phone":"15201052253", "remark":"dsgafjs"}
Response
{ "status": 0, "message": ""}
学员信息获取
Method and URL Structure
| Method |
Method Resource URL |
Descriptions |
Authentications Required |
| GET |
/crm/account/detail_student/${pk}/ |
获取学员信息 |
YES |
Response
{ "pk": 18, "wx_number": "18462053", "phone": "15201052253", "name": "陈微fa", "remark": "dsgafjs", "operate_time": "2019-03-26T13:37:46.941053", "source": { "pk": 2, "name": "S主动注册试听" }, "current_stage": { "pk": 3, "name": "2B阶段 微信联系后的第2天(未回复)", "content": "" }}