Add campaign UTM links and piha.li shortener (#4)

## Summary
- Port Monica campaign UTM + piha.li minting into always-on `core` (`shortener.py`, `campaign_utm.py`) so `email_sms` and `directmail` stay optional and never import each other.
- `utm_source` is a slug of `SITE_NAME` (override with `UTM_SOURCE`). Email gets an HTML `data-campaign-utm` link; SMS gets a plain URL; postcard QR only — no body inject.
- Live composer mints through login+CSRF `POST /portal/campaigns/short-link/` (registered only when an outreach app is installed). Empty `SHORTENER_*` falls back to the long UTM URL.

Reference: [monica_site PR #10](ai_ml_operations/monica_site#10)

Closes #3

## Test plan
- [x] `cd site && uv run python manage.py test` (125 tests)
- [ ] Email composer: type a name, confirm HTML link + `utm_campaign` updates, save draft
- [ ] SMS composer: plain `piha.li` (or long UTM if shortener unset) in the body
- [ ] Postcard composer: QR copies the tracked URL; campaign body has no `utm_source`
- [ ] Campaign report pages show the same panel
- [ ] With `FEATURE_EMAIL_SMS` and `FEATURE_DIRECT_MAIL` off, no extra nav and no `/portal/campaigns/short-link/` route

Reviewed-on: #4
This commit was merged in pull request #4.
This commit is contained in:
2026-09-01 13:36:01 -07:00
parent 787f0e48fb
commit 97b8607bf2
25 changed files with 1344 additions and 16 deletions
@@ -1,4 +1,5 @@
{% extends "portal_base.html" %}
{% load static %}
{% block title %}{{ campaign.name }} · Campaign{% endblock %}
{% block topbar_title %}{{ campaign.name }}{% endblock %}
{% block portal_content %}
@@ -51,6 +52,13 @@
</div>
{% endif %}
<div class="panel" style="margin-bottom:16px">
<div class="panel-h"><h2>Tracked site link</h2></div>
<div class="panel-b">
{% include "core/_utm_link_panel.html" with utm_live=False utm_medium=campaign.channel utm_campaign_name=campaign.name %}
</div>
</div>
<div class="stat-row" id="campaign-stats">
<div class="stat-card">
<div class="label">Messages</div>
@@ -208,7 +216,10 @@
</div>
{% endblock %}
{% block extra_js %}
<script src="https://cdn.jsdelivr.net/npm/qrcode@1.5.4/build/qrcode.min.js"></script>
<script src="{% static 'js/campaign-utm.js' %}"></script>
<script>
window.CampaignUtm.bindPanel(document.getElementById("utm-link-panel"));
(function () {
var panel = document.getElementById("recipients-panel");
var page = (panel && panel.getAttribute("data-page")) || "1";
@@ -1,4 +1,5 @@
{% extends "portal_base.html" %}
{% load static %}
{% block title %}Campaigns · Portal{% endblock %}
{% block topbar_title %}Campaign composer{% endblock %}
{% block extra_head %}
@@ -64,6 +65,7 @@
<label for="id_name">Campaign name</label>
<input id="id_name" name="name" type="text" required
placeholder="Spring seller tips" value="{{ form_data.name }}">
<div class="hint">Used as <code>utm_campaign</code> on the tracked site link.</div>
</div>
<div class="field" id="subject-field">
<label for="id_subject">Subject</label>
@@ -128,6 +130,7 @@
</div>
</div>
<p class="hint-block">Saves a draft campaign and recipient stubs. Send from the campaign report when ready. Youll get an email when the send finishes.</p>
{% include "core/_utm_link_panel.html" with utm_live=True utm_medium="postcard" %}
<button class="btn btn-primary" type="submit">Save draft</button>
</form>
</div>
@@ -179,6 +182,8 @@
{% endblock %}
{% block extra_js %}
<script src="https://cdn.jsdelivr.net/npm/quill@2.0.3/dist/quill.js"></script>
<script src="https://cdn.jsdelivr.net/npm/qrcode@1.5.4/build/qrcode.min.js"></script>
<script src="{% static 'js/campaign-utm.js' %}"></script>
<script>
(function () {
var uploadUrl = "{{ image_upload_url|escapejs }}";
@@ -283,6 +288,8 @@
var active = (ch === 'email' && isEmail) || (ch === 'sms' && isSms) || (ch === 'postcard' && isPostcard);
a.classList.toggle('active', active);
});
var panel = document.getElementById('utm-link-panel');
if (panel && panel._utmApply) panel._utmApply();
syncCampaignPreview();
};
@@ -370,6 +377,13 @@
if (tmplSelect) tmplSelect.addEventListener('change', syncCampaignPreview);
initQuill();
window.CampaignUtm.bindPanel(document.getElementById('utm-link-panel'), {
getName: function () {
return (document.getElementById('id_name') || {}).value || '';
},
getMedium: function () { return 'postcard'; },
csrfToken: csrfToken
});
syncComposeChannel();
})();
</script>
+62
View File
@@ -279,3 +279,65 @@ class PostcardDesignPickTests(TestCase):
self.assertEqual(campaign.messages.count(), 1)
class PostcardUtmPanelTests(TestCase):
def setUp(self):
User = get_user_model()
self.user = User.objects.create_user(
username="utm-mail", password="test-pass-123"
)
self.client = Client()
self.client.login(username="utm-mail", password="test-pass-123")
self.contact = Contact.objects.create(
email="mail@example.com",
first_name="Pat",
postal_address=Contact.make_postal_address(line1="9 Main"),
)
def test_composer_shows_tracked_link_panel(self):
with patch(
"directmail.views._fetch_pcm_designs",
return_value=([], ""),
):
url = reverse("directmail:campaign_list")
response = self.client.get(url)
self.assertEqual(response.status_code, 200)
self.assertContains(response, "Tracked site link")
self.assertContains(response, "campaign-utm.js")
self.assertContains(response, "qrcode.min.js")
self.assertContains(response, "data-utm-qr")
self.assertContains(response, reverse("campaign_short_link"))
def test_postcard_does_not_inject_into_body(self):
campaign = create_campaign_draft(
name="March mailer",
audience=Campaign.Audience.POSTCARD_OPT_IN,
body="Internal note only",
created_by=self.user,
)
self.assertEqual(campaign.body_override, "Internal note only")
self.assertNotIn("utm_source", campaign.body_override)
@override_settings(
PUBLIC_SITE_URL="https://acmehvac.com",
SITE_NAME="Acme HVAC",
UTM_SOURCE="",
SHORTENER_BASE_URL="",
SHORTENER_API_TOKEN="",
)
def test_detail_shows_tracked_url(self):
campaign = create_campaign_draft(
name="March mailer",
audience=Campaign.Audience.POSTCARD_OPT_IN,
body="Internal note only",
created_by=self.user,
)
url = reverse("directmail:campaign_detail", kwargs={"pk": campaign.pk})
response = self.client.get(url)
self.assertEqual(response.status_code, 200)
self.assertContains(response, "utm_campaign=march-mailer")
self.assertContains(response, "utm_medium=postcard")
self.assertContains(response, "qrcode.min.js")
self.assertNotContains(response, "Internal note onlyutm")
+5
View File
@@ -13,6 +13,11 @@ urlpatterns = [
name="campaign_status_json",
),
path("campaigns/<uuid:pk>/send/", views.campaign_send, name="campaign_send"),
path(
"campaigns/upload-image/",
views.campaign_image_upload,
name="campaign_image_upload",
),
path(
"campaigns/<uuid:pk>/messages/<uuid:message_id>/remove/",
views.campaign_message_remove,
+4 -11
View File
@@ -27,6 +27,7 @@ from directmail.providers.postcard.pcm import (
list_designs,
)
from contacts.consent import opted_in_contacts
from core.campaign_utm import utm_panel_context
from core.scheduling import parse_scheduled_for
from directmail.services import (
create_campaign_draft,
@@ -58,8 +59,6 @@ _MAX_IMAGE_BYTES = 5 * 1024 * 1024
def _audience_choices() -> list[tuple[str, str]]:
"""Labeled audience options with live opted-in counts."""
rows = [
(Campaign.Audience.POSTCARD_OPT_IN, Channel.EMAIL, "email"),
(Campaign.Audience.SMS_OPT_IN, Channel.SMS, "SMS"),
(Campaign.Audience.POSTCARD_OPT_IN, Channel.POSTCARD, "postcard"),
]
choices = []
@@ -453,21 +452,13 @@ def campaign_list(request):
form_errors.append("Campaign name is required.")
if audience not in Campaign.Audience.values:
form_errors.append("Choose a recipient list.")
if audience == Campaign.Audience.POSTCARD_OPT_IN:
elif audience == Campaign.Audience.POSTCARD_OPT_IN:
if not template or template.channel != Channel.POSTCARD:
form_errors.append(
"Choose a postcard design (create one under Postcard design)."
)
if not body:
body = "Postcard mailing"
else:
if not body:
form_errors.append("Body is required.")
if (
audience == Campaign.Audience.POSTCARD_OPT_IN
and not subject
):
form_errors.append("Subject is required for email campaigns.")
scheduled_for = None
try:
@@ -505,6 +496,7 @@ def campaign_list(request):
"form_data": form_data,
"form_errors": form_errors,
"image_upload_url": reverse("directmail:campaign_image_upload"),
**utm_panel_context(live=True, medium=Channel.POSTCARD),
},
)
@@ -528,6 +520,7 @@ def campaign_detail(request, pk):
"recent_events": ctx["recent_events"],
"events_title": ctx["events_title"],
"events_empty": ctx["events_empty"],
**utm_panel_context(campaign=campaign, live=False),
"can_send": campaign.status
in {
Campaign.Status.DRAFT,