a referrals app for Django
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README.md

Pinax Referrals

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Table of Contents

About Pinax

Pinax is an open-source platform built on the Django Web Framework. It is an ecosystem of reusable Django apps, themes, and starter project templates. This collection can be found at http://pinaxproject.com.

pinax-referrals

Overview

pinax-referrals provides a site with the ability for users to publish referral links to specific pages or objects and then record any responses to those links for subsequent use by the site.

For example, on an object detail page, the site builder would use a template tag from pinax-referrals to display a referral link that the user of the site can send out in a Tweet. Upon clicking that link, a response to that referral code will be recorded as well as any other activity that the site builder wants to track for that session.

It is also possible for anonymous referral links/codes to be generated which is useful in marketing promotions and the like.

Supported Django and Python versions

Django \ Python 2.7 3.4 3.5 3.6
1.11 * * * *
2.0 * * *

Documentation

Installation

To install pinax-referrals:

    $ pip install pinax-referrals

Add pinax.referrals to your INSTALLED_APPS setting:

INSTALLED_APPS = [
    # other apps
    "pinax.referrals",
]

See the list of settings to modify pinax-referrals's default behavior and make adjustments for your website.

Add pinax.referrals.middleware.SessionJumpingMiddleware in order to link up a user who registers and authenticate after hitting the initial referral link. Make sure that it comes after the django.contrib.auth.middleware.AuthenticationMiddleware:

MIDDLEWARE = [
    # other middleware
    "django.contrib.auth.middleware.AuthenticationMiddleware",
    "pinax.referrals.middleware.SessionJumpingMiddleware",
]

Lastly add pinax.referrals.urls to your urls definition:

urlpatterns = [
    # other urls
    url(r"^referrals/", include("pinax.referrals.urls", namespace="pinax_referrals")),
]

Usage

Referral.create

This is the factory method that the create_referral view calls but it can be called directly in case you needed to integrate with pinax-referrals in a different way.

For example, you might want to automatically give every user a referral code that is emailed to them upon signup. In this case, you could created a one-to-one relationshiop between their Profile and pinax-referrals' Referral and create a signal receiver for when the Profile is created that calls:

referral = Referral.create(
    user=profile.user,
    redirect_to=reverse("home")
)
profile.referral = referral
profile.save()

Then you could, in the welcome email that you send them upon signup, render their referral url that they could forward on to other users:

    {{ user.get_profile.referral.url }}

The only required parameter for Referral.create is redirect_to. If you don't specify a user it will be recorded as None. This can be useful if you want to attach a relationship between some object in your system to a referral that might not have a user associated with it.

You can also pass in an optional label kwarg to Referral.create if you want to allow your users to create and manage multiple referrals as labeling them becomes important in order to keep track of them.

At runtime, you can append the redirect_to URL parameter to your referral URL to dynamically redirect to an alternate destination.

{{ user.get_profile.referral.url }}?redirect_to=/special/

The URL parameter used can be altered in your settings file.

Referral.record_response

The classmethod record_response will attempt to see if the current user or session has any previous responses to an initial referral and, if so, will then proceed to record the response action.

For example, say you want to record the fact that the user did some site activity after clicking on the referral link you tweeted and subsequently decided to register and login to the site:

from pinax.referrals.models import Referral


def my_view(request, **kwargs):
    # other code
    referral_response = Referral.record_response(request, "SOME_ACTION")

In this case the referral_response will be None if the user on the request doesn't have any previously recorded referral responses. In addition, if the user has responded to more than one Referral code, then this will associate the activity with the most recent response.

In addition, this supports passing an options target keyward argument, if you wanted to record associations with specific objects. For example:

Referral.record_response(request, "SOME_ACTION", target=some_object)

This will record a generic foreign key to some_object that you can use elsewhere to identify activity from your referral at a deeper level than just based on the action label.

Referral.referral_for_request

This class method will give you a referral object for the given request in case you need to apply any business logic in your project. For example, to do any comparisons on the referral.target with another object you have in context for segmenting permissions or authorizations to make your referral system more fine grained.

Settings

PINAX_REFERRALS_IP_ADDRESS_META_FIELD

Defaults to "HTTP_X_FORWARDED_FOR"

This is the header value that is retrieved from request.META to record the ip address of the the respondent.

PINAX_REFERRALS_SECURE_URLS

Defaults to False

Setting this to True will produce urls with https instead of http.

PINAX_REFERRALS_CODE_GENERATOR_CALLBACK

Defaults to "pinax.referrals.utils.generate_code"

Externalizes the logic that generates the referral code. pinax-referrals ships with a default that will generate a random 40-character alpha-numeric string that can also be used as a reference implementation. The callable defined by the fully qualified path is passed a single parameter that is the class of the referral model, or Referral. This is done as a pure convenience so as to alleviate the need for you to have to import it should you need it (and you most likely will if you want to be certain of uniqueness).

PINAX_REFERRALS_ACTION_DISPLAY

Defaults to {"RESPONDED": "Clicked on referral link"}

Defines a dictionary mapping action codes for responses to user-friendly display text. Used by the action_display template filter.

PINAX_REFERRALS_REDIRECT_ATTRIBUTE

Defaults to redirect_to

Defines the URL attribute to retrieve dynamic referral redirection URLs from.

Signals

user_linked_to_response is a signal that provides the single argument of a response object that has just been linked to a user. You can use this to provide further automatic processing within your site, such as adding permissions, etc. to users that signup as a result of a referral.

For example:

@receiver(user_linked_to_response)
def handle_user_linked_to_response(sender, response, **kwargs):
    if response.action == "SOME_SPECIAL_ACTION":
        pass  # do something with response.user and response.referral.target (object that referral was linked to)

Templates

pinax-referrals comes with a single template fragment for rendering a simple form that is used in creating a referral link.

_create_referral_form.html

This is a snippet that renders the form that upon submission will create the referral link. By default it is rendered with the class referral with the following context variables:

{
    "url": url,
    "obj": obj,
    "obj_ct": ContentType.objects.get_for_model(obj)
}

or if no object was passed into the create_referral template tag then the context would simply blank for obj and obj_ct.

Template Tags and Filters

create_referral

In order to use pinax-referrals in your project you will use the create_referral template tag wherever you'd like a user to be able to get a referral link to a page or a particular object:

{% load pinax_referrals_tags %}

{% create_referral object.get_absolute_url object %}

The use of object in this case is optional if you just want to record referrals to a particular url. In that case you can just do:

{% load pinax_referrals_tags %}

{% url my_named_url as myurl %}

{% create_referral myurl %}

This will render a form that is defined in pinax/referrals/_create_referral_form.html which will POST to a view and return JSON. The intent of this form is that it be used with an AJAX submission and handler.

The recommended way is to use jquery.form and to do the following:

$(function () {
    $('form.referral').each(function(i, e) {
        var form = $(e);
        options = {
            dataType: "json",
            success: function(data) {
                form.html('<input type="text" value="' + data.url + '" />');
                form.find("input[type=text]").select();
            }
        }
        form.ajaxForm(options);
    });
});

referral_responses

This template tag is an assignment tag that, given a user, sets a context variable with a queryset of all responses for all referrals owned by the user, in order of when they were created.

The use case for this is displaying all the activities associated with the user's different labeled referrals.

Example:

{% load pinax_referrals_tags %}
{% referral_responses user as responses %}

{% for response in responses %}
    {# response is a ReferralResponse object #}
{% endfor %}

action_display

This filter converts a response code into a user friendly display of what that code means. The definitions exist in the setting PINAX_REFERRALS_ACTION_DISPLAY.

{% load pinax_referrals_tags %}

<p>
    {{ response.action|action_display }}
</p>

Development

Migrations

If you need to make migrations for pinax-referrals, run:

    $ python manage.py makemigrations referrals

You may need to do this if you use a custom user model and upgrade Django.

Change Log

3.0.2

  • Use Django 2.0 reverse import

3.0.1

  • Change is_authenticated to property in models.py

3.0.0

  • Add Django 2.0 compatibility testing
  • Drop Django 1.9 and Python 3.3 support
  • Convert CI and coverage to CircleCi and CodeCov
  • Add PyPi-compatible long description
  • Add URL namespacing
  • Standardize documentation layout
  • Drop Django v1.8, v1.10 support
  • Update installation requirements for django>=1.11
  • Remove unused doc build support

2.0.0

  • Renamed from anafero to pinax-referrals
  • Brought up to date with latest Pinax app standards

1.0.1

  • Fix deprecation warning in urls

1.0

  • ENHANCEMENT: made GFK fields on Referral blankable

0.10.0

  • ENHANCEMENT: added a signal to provide notifications of when a referred user authenticates

0.9.1

  • BUG: Fix issue where target response is None

0.9

  • FEATURE: added ability to record a specific object in reference to each response

Migration from 0.8.1

ALTER TABLE "anafero_referralresponse"
 ADD COLUMN "target_content_type_id" integer REFERENCES "django_content_type" ("id") DEFERRABLE INITIALLY DEFERRED,
 ADD COLUMN "target_object_id" integer;

0.8.1

  • ENHANCEMENT: switched over to use django.utils.timezone.now instead of datetime.datetime.now

0.8

  • FEATURE: added ability to override filtering of responses

0.7

  • ENHANCEMENT: Made admin a bit more usable

0.6.1

  • ENHANCEMENT: Rewrote referral_responses to run on Django 1.3

0.6

  • ENHANCEMENT: send full context to the create_referral template tag

0.5.2

  • BUG: Fixed a stupid mistake

0.5.1

  • BUG: fixed an issue with sessions in Django 1.4

0.5

  • FEATURE: added ability to label referrals
  • ENHANCEMENT: added support for bootstrap-ajax.js
  • FEATURE: added a referral_responses assignment template tag
  • FEATURE: added an activity_display template filter
  • ENHANCEMENT: added a new classmethod on Referral for getting a referral object for a given request object.

Migration from 0.4

ALTER TABLE "anafero_referral" ADD COLUMN "label" varchar(100) NOT NULL DEFAULT '';

0.4

  • FEATURE: Add ability to define code generators external to anafero
  • ENHANCEMENT: Add ability to pass in a user to referral.respond in cases when request.user isn't set yet (e.g. during signup)
  • FEATURE: Add ability to get a referral object from a request

0.3

  • FEATURE: changed user on Referral to be nullable, thus enabling anonymous or site administered referral codes

0.2.1

  • BUG: fixed target not being set in the create_referral ajax view

0.2

  • DOC: fixed a typo in the docs
  • ENHANCEMENT: added a response count property
  • ENHANCEMENT: added the return of the referral code along with the URL in the ajax reponse of create_referral
  • BUG: added the return of the proper mimetype in the create_referral ajax view
  • ENHANCEMENT: moved the building of the URL for the referral code to a property on the Referral model
  • FEATURE: added the ability to control referral code generation properties via settings at the site level
  • BUG: fixed the url generation to include https if the site is configured to run SSL
  • BUG: only delete cookies if user is present
  • BUG: make sure to set a session value to prevent session key from changing with each request

0.1

  • initial release

History

This project was originally named anafero and was created by the team at Eldarion. It was later donated to Pinax and at that time renamed to pinax-referrals.

Contribute

For an overview on how contributing to Pinax works read this blog post and watch the included video, or read our How to Contribute section. For concrete contribution ideas, please see our Ways to Contribute/What We Need Help With section.

In case of any questions we recommend you join our Pinax Slack team and ping us there instead of creating an issue on GitHub. Creating issues on GitHub is of course also valid but we are usually able to help you faster if you ping us in Slack.

We also highly recommend reading our blog post on Open Source and Self-Care.

Code of Conduct

In order to foster a kind, inclusive, and harassment-free community, the Pinax Project has a code of conduct. We ask you to treat everyone as a smart human programmer that shares an interest in Python, Django, and Pinax with you.

Connect with Pinax

For updates and news regarding the Pinax Project, please follow us on Twitter @pinaxproject and check out our Pinax Project blog.

License

Copyright (c) 2012-2018 James Tauber and contributors under the MIT license.