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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.
Where you can find what you need:
- Releases: published to PyPI or tagged in app repos in the Pinax GitHub organization
- Global documentation: Pinax documentation website
- App specific documentation: app repos in the Pinax GitHub organization
- Support information: SUPPORT.md file in the Pinax default community health file repo
- Contributing information: CONTRIBUTING.md file in the Pinax default community health file repo
- Current and historical release docs: Pinax Wiki
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.
Django / Python | 3.6 | 3.7 | 3.8 |
---|---|---|---|
2.2 | * | * | * |
3.0 | * | * | * |
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")),
]
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
relationship 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.
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.
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.
Defaults to None
The total amount of time (in seconds) the cookie lasts in the client's browser.
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.
Defaults to "pinax.referrals.callbacks.get_client_ip"
If the default IP determining function doesn't suit you, supply a path with your own function (takes a request as a parameter).
Defaults to False
Setting this to True
will produce urls with https
instead of http
.
Defaults to "pinax.referrals.callbacks.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 the class of the referral model (or Referral
)
and the actual referral model instance. This means that you can easily customize the code for each user.
For example:
def generate_code(referral_class, referral):
return referral.user.username
Since only one Referral with the same code can exist at the same time the value
returned by generate_code
needs to be unique.
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.
Defaults to redirect_to
Defines the URL attribute to retrieve dynamic referral redirection URLs from.
The URL is checked by django.utils.http.url_has_allowed_host_and_scheme
,
so if the domain name is not listed in ALLOWED_HOSTS
the view will redirect to Referral.redirec_to
path.
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)
pinax-referrals
comes with a single template fragment for rendering a simple
form that is used in creating a referral link.
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
.
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);
});
});
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 %}
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>
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.
- added tolerance to the ending slash in URL
- ReferralResponse now stores http_referrer
- Updated testing. Tests now passes in Django 2.2-5.1 and Python 3.7-3.12
- Added referral model instance parameter to
generate_code
callback (PINAX_REFERRALS_CODE_GENERATOR_CALLBACK
variable)
- Update to support Django 2.2-4.1, Python 3.7-3.10
- Fixed admin views performance
- Fixed AttributeError when
referral_responses_for_request()
was called with WSGIRequest - Added customizable callback for
get_client_ip
throughPINAX_REFERRALS_GET_CLIENT_IP_CALLBACK
variable - Fixed potential phishing attack risk in
redirect_to
parameter. Now the parameter is checked withdjango.utils.http.url_has_allowed_host_and_scheme
to prevent redirection to unsafe domain.
- Added setting to set the cookie's max age in client's browser
- Changes to admin.py and models.py to increase overridability
- Drop Django 1.11, 2.0, and 2.1, and Python 2,7, 3.4, and 3.5 support
- Add Django 2.2 and 3.0, and Python 3.6, 3.7, and 3.8 support
- Update packaging configs
- Direct users to community resources
- Simple fix for #46. Increase the length of the ip_address, so IPv6 address array from HTTP_X_FORWARDED_FOR can be stored.
- Fixing search in referral admin against "user"
- Changes to setup.py
- Use Django 2.0
reverse
import
- Change
is_authenticated
to property in models.py
- 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
- Renamed from
anafero
topinax-referrals
- Brought up to date with latest Pinax app standards
- Fix deprecation warning in urls
- ENHANCEMENT: made GFK fields on
Referral
blankable
- ENHANCEMENT: added a signal to provide notifications of when a referred user authenticates
- BUG: Fix issue where target response is None
- FEATURE: added ability to record a specific object in reference to each response
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;
- ENHANCEMENT: switched over to use
django.utils.timezone.now
instead ofdatetime.datetime.now
- FEATURE: added ability to override filtering of responses
- ENHANCEMENT: Made admin a bit more usable
- ENHANCEMENT: Rewrote
referral_responses
to run on Django 1.3
- ENHANCEMENT: send full context to the
create_referral
template tag
- BUG: Fixed a stupid mistake
- BUG: fixed an issue with sessions in Django 1.4
- 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 givenrequest
object.
ALTER TABLE "anafero_referral" ADD COLUMN "label" varchar(100) NOT NULL DEFAULT '';
- FEATURE: Add ability to define code generators external to anafero
- ENHANCEMENT: Add ability to pass in a user to
referral.respond
in cases whenrequest.user
isn't set yet (e.g. during signup) - FEATURE: Add ability to get a referral object from a request
- FEATURE: changed user on Referral to be nullable, thus enabling anonymous or site administered referral codes
- BUG: fixed target not being set in the
create_referral
ajax view
- 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
- initial release
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
.
Contributing information can be found in the Pinax community health file repo.
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.
For updates and news regarding the Pinax Project, please follow us on Twitter @pinaxproject and check out our Pinax Project blog.
Copyright (c) 2012-present James Tauber and contributors under the MIT license.