Template
Populate the client website template with catalog feature flags.
Extract always-on public/portal/UTM plus optional email_sms, directmail, blog, payments, social, and social_ai so new client sites can be bootstrapped from this seed. Refs #1 Refs #2 Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
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from django.contrib import admin
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from leads.models import Lead, LeadNote
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class LeadNoteInline(admin.TabularInline):
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model = LeadNote
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extra = 0
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@admin.register(Lead)
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class LeadAdmin(admin.ModelAdmin):
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list_display = ("contact", "status", "created_at")
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list_filter = ("status",)
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search_fields = ("contact__email", "contact__first_name", "contact__last_name")
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inlines = [LeadNoteInline]
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from django.apps import AppConfig
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class LeadsConfig(AppConfig):
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default_auto_field = "django.db.models.BigAutoField"
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name = "leads"
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def ready(self):
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from core.registry import register_portal_nav
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register_portal_nav(
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section="leads",
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label="Leads",
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url_name="leads:list",
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group="Overview",
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order=20,
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)
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# Generated by Django 6.1 on 2026-08-26 11:38
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import django.db.models.deletion
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import uuid
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from django.conf import settings
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from django.db import migrations, models
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class Migration(migrations.Migration):
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initial = True
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dependencies = [
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('contacts', '0001_initial'),
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migrations.swappable_dependency(settings.AUTH_USER_MODEL),
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]
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operations = [
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migrations.CreateModel(
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name='Lead',
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fields=[
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('created_at', models.DateTimeField(auto_now_add=True)),
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('updated_at', models.DateTimeField(auto_now=True)),
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('id', models.UUIDField(default=uuid.uuid4, editable=False, primary_key=True, serialize=False)),
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('message', models.TextField(blank=True)),
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('status', models.CharField(choices=[('new', 'New'), ('contacted', 'Contacted'), ('won', 'Won'), ('lost', 'Lost')], default='new', max_length=16)),
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('contact', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='leads', to='contacts.contact')),
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('owner', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='leads', to=settings.AUTH_USER_MODEL)),
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],
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options={
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'ordering': ['-created_at'],
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},
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),
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migrations.CreateModel(
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name='LeadNote',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('created_at', models.DateTimeField(auto_now_add=True)),
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('updated_at', models.DateTimeField(auto_now=True)),
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('body', models.TextField()),
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('author', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to=settings.AUTH_USER_MODEL)),
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('lead', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='notes', to='leads.lead')),
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],
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options={
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'ordering': ['-created_at'],
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},
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),
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]
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from django.conf import settings
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from django.db import models
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from contacts.models import Contact
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from core.models import TimeStampedModel, UUIDPrimaryKeyModel
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class Lead(UUIDPrimaryKeyModel, TimeStampedModel):
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class Status(models.TextChoices):
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NEW = "new", "New"
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CONTACTED = "contacted", "Contacted"
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WON = "won", "Won"
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LOST = "lost", "Lost"
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contact = models.ForeignKey(Contact, on_delete=models.CASCADE, related_name="leads")
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message = models.TextField(blank=True)
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status = models.CharField(
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max_length=16, choices=Status.choices, default=Status.NEW
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)
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owner = models.ForeignKey(
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settings.AUTH_USER_MODEL,
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="leads",
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)
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class Meta:
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ordering = ["-created_at"]
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def __str__(self) -> str:
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return f"Lead {self.contact} ({self.status})"
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class LeadNote(TimeStampedModel):
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lead = models.ForeignKey(Lead, on_delete=models.CASCADE, related_name="notes")
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author = models.ForeignKey(
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settings.AUTH_USER_MODEL,
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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)
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body = models.TextField()
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class Meta:
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ordering = ["-created_at"]
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{% extends "portal_base.html" %}
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{% block title %}{{ lead.contact }} · Lead{% endblock %}
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{% block topbar_title %}Lead · {{ lead.contact }}{% endblock %}
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{% block portal_content %}
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<div class="split">
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<div>
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<div class="panel">
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<div class="panel-h"><h2>Contact</h2></div>
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<div class="panel-b form-grid">
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<div class="form-grid cols-2">
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<div class="field">
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<label>Email</label>
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<input type="email" value="{{ lead.contact.email }}" readonly>
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</div>
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<div class="field">
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<label>Phone</label>
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<input type="text" value="{{ lead.contact.phone }}" readonly>
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</div>
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</div>
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<div class="field">
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<label>Message</label>
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<textarea readonly style="min-height:120px">{{ lead.message }}</textarea>
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</div>
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<div class="field">
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<label>Status</label>
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<input type="text" value="{{ lead.get_status_display }}" readonly>
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</div>
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<p class="hint-block">Status edits and note posting come next in functionality work.</p>
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<a class="btn btn-ghost btn-sm" href="{% url 'leads:list' %}">← Back to inbox</a>
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</div>
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</div>
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<div class="panel">
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<div class="panel-h"><h2>Notes</h2></div>
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<div class="panel-b">
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{% for note in lead.notes.all %}
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<div style="font-size:13px;color:#6b7280;margin-bottom:12px">
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<strong style="color:#1a1f2c">{% if note.author %}{{ note.author }}{% else %}System{% endif %}</strong>
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· {{ note.created_at|date:"M j, g:i A" }} — {{ note.body }}
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</div>
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{% empty %}
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<p class="empty-state" style="padding:0;margin:0 0 12px">No notes yet.</p>
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{% endfor %}
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</div>
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</div>
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</div>
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<div>
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<div class="panel">
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<div class="panel-h"><h2>Attribution</h2></div>
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<div class="panel-b" style="font-size:14px">
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{% if lead.attribution %}
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<p>
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<strong>utm_source</strong> {{ lead.attribution.utm_source|default:"—" }}<br>
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<strong>utm_medium</strong> {{ lead.attribution.utm_medium|default:"—" }}<br>
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<strong>utm_campaign</strong> {{ lead.attribution.utm_campaign|default:"—" }}<br>
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{% if lead.attribution.visit %}
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<strong>Landing</strong> {{ lead.attribution.visit.path|default:"—" }}<br>
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<strong>First touch</strong> {{ lead.attribution.visit.created_at|date:"M j, g:i A" }}
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{% endif %}
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<br><strong>Converted</strong> {{ lead.created_at|date:"M j, g:i A" }}
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</p>
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{% else %}
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<p class="muted">No UTM attribution on this lead.</p>
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{% endif %}
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</div>
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</div>
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<div class="panel">
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<div class="panel-h"><h2>Linked contact · consent</h2></div>
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<div class="panel-b">
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<div class="consent-pills">
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{% for channel, opted in consent_map.items %}
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<span class="badge {% if opted %}badge-optin{% else %}badge-optout{% endif %}">
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{{ channel|title }} {% if opted %}on{% else %}off{% endif %}
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</span>
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{% empty %}
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<span class="muted">No consent records.</span>
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{% endfor %}
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</div>
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<p style="font-size:13px;color:#6b7280;margin:12px 0 0">
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Form submit defaulted email opt-in with notice. Postcard requires address + separate consent.
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</p>
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<p style="margin-top:12px">
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<a href="{% url 'contacts:detail' lead.contact.pk %}">Open contact record →</a>
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</p>
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</div>
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</div>
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</div>
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</div>
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{% endblock %}
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{% extends "portal_base.html" %}
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{% block title %}Leads · Portal{% endblock %}
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{% block topbar_title %}Lead inbox{% endblock %}
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{% block portal_content %}
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<div class="toolbar">
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<form class="toolbar-filters" method="get">
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<input type="search" name="q" value="{{ q }}" placeholder="Search name or email">
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<select name="status">
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<option value="">All statuses</option>
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{% for value, label in status_choices %}
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<option value="{{ value }}" {% if status_filter == value %}selected{% endif %}>{{ label }}</option>
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{% endfor %}
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</select>
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<button class="btn btn-sm btn-ghost" type="submit">Filter</button>
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</form>
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</div>
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<div class="panel">
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<div class="panel-b" style="padding:0">
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<table class="table">
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<thead>
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<tr>
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<th>Lead</th>
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<th>Interest</th>
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<th>UTM / source</th>
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<th>Status</th>
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<th>Received</th>
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</tr>
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</thead>
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<tbody>
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{% for lead in leads %}
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<tr>
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<td>
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<a href="{% url 'leads:detail' lead.pk %}">{{ lead.contact }}</a><br>
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<span class="muted">{{ lead.contact.email }}{% if lead.contact.phone %} · {{ lead.contact.phone }}{% endif %}</span>
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</td>
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<td class="muted">{{ lead.message|truncatechars:40|default:"—" }}</td>
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<td>
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{% if lead.attribution %}
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{{ lead.attribution.utm_source|default:"direct" }}
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{% if lead.attribution.utm_medium %}/ {{ lead.attribution.utm_medium }}{% endif %}
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{% if lead.attribution.utm_campaign %}/ {{ lead.attribution.utm_campaign }}{% endif %}
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{% else %}
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—
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{% endif %}
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</td>
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<td><span class="badge badge-{{ lead.status }}">{{ lead.get_status_display }}</span></td>
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<td>{{ lead.created_at|date:"M j, g:i A" }}</td>
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</tr>
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{% empty %}
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<tr><td colspan="5" class="empty-state">No leads match.</td></tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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{% endblock %}
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@@ -0,0 +1,10 @@
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from django.urls import path
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from leads import views
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app_name = "leads"
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urlpatterns = [
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path("", views.lead_list, name="list"),
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path("<uuid:pk>/", views.lead_detail, name="detail"),
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]
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@@ -0,0 +1,51 @@
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from django.contrib.auth.decorators import login_required
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from django.db.models import Q
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from django.shortcuts import get_object_or_404, render
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from contacts.models import Channel
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from leads.models import Lead
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@login_required
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def lead_list(request):
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leads = Lead.objects.select_related("contact", "attribution").all()
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q = (request.GET.get("q") or "").strip()
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status = (request.GET.get("status") or "").strip()
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if q:
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leads = leads.filter(
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Q(contact__first_name__icontains=q)
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| Q(contact__last_name__icontains=q)
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| Q(contact__email__icontains=q)
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| Q(contact__phone__icontains=q)
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| Q(message__icontains=q)
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)
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if status:
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leads = leads.filter(status=status)
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return render(
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request,
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"leads/list.html",
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{
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"leads": leads[:200],
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"status_choices": Lead.Status.choices,
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"q": q,
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"status_filter": status,
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},
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)
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@login_required
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def lead_detail(request, pk):
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lead = get_object_or_404(
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Lead.objects.select_related(
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"contact", "attribution", "attribution__visit"
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).prefetch_related("notes", "contact__consents"),
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pk=pk,
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)
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consent_map = {c.value: False for c in Channel}
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for record in lead.contact.consents.all():
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consent_map[record.channel] = record.opted_in
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return render(
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request,
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"leads/detail.html",
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{"lead": lead, "consent_map": consent_map},
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)
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