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web_django_template/README.md
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westfarn 97b8607bf2 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
2026-09-01 13:36:01 -07:00

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2.9 KiB
Markdown

# web_django_template
Gitea template for AI ML Operations client websites
([Web Design & Hosting](https://aimloperations.com/web_design)).
Clone this repo (or **Use this template**), run `scripts/bootstrap-client.sh`,
set branding + `FEATURE_*` flags in the secret env file, deploy.
Always included: public site (landing, about, contact) and client portal
(login, dashboard, leads, UTM analytics). Optional catalog add-ons are
separate Django apps. A flag that is off keeps the app out of
`INSTALLED_APPS` — no models, admin, URLs, or portal nav.
## Catalog → flags
| Catalog item | Flag | App |
|---|---|---|
| Public site | (always on) | `public` |
| Client portal + UTM | (always on) | `accounts`, `dashboard`, `leads`, `analytics`, `contacts`, `core` |
| Email & SMS | `FEATURE_EMAIL_SMS` | `email_sms` |
| Direct mail (PCM) | `FEATURE_DIRECT_MAIL` | `directmail` |
| Blog | `FEATURE_BLOG` | `blog` |
| Payments (Stripe) | `FEATURE_PAYMENTS` | `payments` (requires email/SMS) |
| Social consolidation | `FEATURE_SOCIAL` | `social` |
| AI social generator | `FEATURE_SOCIAL_AI` | `social_ai` (requires social) |
## New client
```bash
# 1. Create repo from this Gitea template, clone it.
# 2. Rename package + branding placeholders:
./scripts/bootstrap-client.sh acme_site "Acme HVAC" acmehvac.com
# 3. Brand public templates and static/brand/ (logo, colors, copy).
# 4. Secrets on the control node:
mkdir -p ~/Documents/secrets/acme_site
cp .env.prod.example ~/Documents/secrets/acme_site/acme_site_prod.env
# Flip only purchased FEATURE_* flags. Fill provider secrets.
./scripts/validate-env.sh ~/Documents/secrets/acme_site/acme_site_prod.env
# 5. Infra: Postgres on 10.0.0.230, server-infra app_catalog, NPM, CI.
# 6. Deploy. Create a portal user (createsuperuser).
```
Local:
```bash
cp .env.example .env
uv sync
cd site
uv run python manage.py migrate
uv run python manage.py runserver
# or: docker compose up
```
## Stack
Django 6 + uv · Postgres (prod/beta); SQLite locally · dj-queue · Docker ·
server-infra Ansible deploy.
Ollama for social drafts lives on the LAN at `http://10.0.0.128:11434`.
Do not call a public Ollama host.
## Campaign tracked links (piha.li)
When `FEATURE_EMAIL_SMS` or `FEATURE_DIRECT_MAIL` is on, composers auto-insert a
homepage URL with `utm_source` (slug of `SITE_NAME`, or `UTM_SOURCE`),
`utm_medium` = channel, and `utm_campaign` = campaign name. Configured
`SHORTENER_BASE_URL` + `SHORTENER_API_TOKEN` mint that URL via
[url_shortening_service](https://git.aimloperations.com/ai_ml_operations/url_shortening_service)
and put `piha.li` / `beta.piha.li` short links in SMS, email hrefs, and postcard QR codes.
Caller secrets (this repo's env file):
```text
SHORTENER_BASE_URL=https://shortener.aimloperations.com
SHORTENER_API_TOKEN=<slug>:<secret>
```
Operator secrets (`url_shortening_service_*`): `SHORTENER_API_TOKENS=<slug>:<same-secret>`
and `SHORT_ALLOWED_HOSTS` must include the client domain. Mint against the **API host**,
never `piha.li`.