Kuldeeep18 · khushigoel44-afk · Jul 14, 2026 · Jul 14, 2026
diff --git a/.dockerignore b/.dockerignore
@@ -0,0 +1,8 @@
+node_modules
+dist
+.env
+.git 
+.gitignore
+__pycache__/
+db.sqlite3
+.venv/
diff --git a/.gitignore b/.gitignore
diff --git a/Dockerfile b/Dockerfile
@@ -0,0 +1,16 @@
+FROM python:3.11.9-slim
+
+ENV PYTHONDONTWRITEBYTECODE=1
+ENV PYTHONUNBUFFERED=1
+
+WORKDIR /app
+
+COPY requirements.txt .
+
+RUN pip install --no-cache-dir -r requirements.txt 
+
+COPY . .
+
+EXPOSE 8000
+
+CMD ["python","backend/manage.py","runserver","0.0.0.0:8000"]
diff --git a/README.md b/README.md
@@ -15,8 +15,7 @@ This README is based on the current codebase, not the older planning documents i
 - [What Works Today](#what-works-today)
 - [Stack](#stack)
 - [Repo Layout](#repo-layout)
-- [Local Setup](#local-setup)
-- [Background Jobs](#background-jobs)
+- [Local Setup (Docker)](#local-setup-docker)
 - [Frontend Behavior](#frontend-behavior)
 - [API Surface](#api-surface)
 - [Testing](#testing)
@@ -82,260 +81,25 @@ outreach_frontend/      # currently empty
 *.md                    # product and architecture docs from earlier phases
 ```
 
-## Local Setup
+## Local Setup (Docker)
+We use Docker to orchestrate the entire LeadOrbit stack locally, eliminating the need for manual virtual environments and background process management.
 
-### 1. Create a virtual environment and install dependencies
+*Prerequisites:*
 
-```sh
-python -m venv .venv
-
-# Windows
-.venv\Scripts\activate
-
-# macOS/Linux
-source .venv/bin/activate
-
-pip install -r requirements.txt
-```
-
-### 2. Create `backend/.env`
-
-The backend reads environment variables from `backend/.env`.
-
-```env
-DEBUG=True
-SECRET_KEY=change-me
-BACKEND_BASE_URL=http://127.0.0.1:8000
-FRONTEND_BASE_URL=http://127.0.0.1:8080
-
-CELERY_TASK_ALWAYS_EAGER=true
-CELERY_BROKER_URL=redis://localhost:6379/0
-ENABLE_AUTO_REPLY_DETECTION=false
-LAUNCH_IMMEDIATE_PASSES=1
-
-OPENROUTER_API_KEY=
-OPENROUTER_MODEL=mistralai/mistral-nemo
-OPENROUTER_APP_URL=http://127.0.0.1:8080
-OPENROUTER_APP_NAME=LeadOrbit Campaign Builder
-
-GEMINI_API_KEY=
-
-GOOGLE_CLIENT_ID=
-GOOGLE_CLIENT_SECRET=
-GOOGLE_REDIRECT_URI=http://127.0.0.1:8000/api/v1/auth/google/callback
-
-TWILIO_ACCOUNT_SID=
-TWILIO_AUTH_TOKEN=
-TWILIO_PHONE_NUMBER=
-```
-
-### 3. Run migrations
-
-```sh
-python backend/manage.py migrate
-```
-
-### 4. Start the backend
-
-```sh
-cd backend
-python manage.py runserver 8000
-```
-
-### 5. Serve the frontend
-
-In a second terminal:
-
-```sh
-cd frontend
-python -m http.server 8080
-```
-
-Open `http://127.0.0.1:8080/login.html`.
-
-## Background Jobs
-
-In local development, campaign processing and CSV import work without Redis because `CELERY_TASK_ALWAYS_EAGER=true` by default when `DEBUG=True`.
-
-If you want true async/background execution:
-
-1. Start Redis.
-2. Set `CELERY_TASK_ALWAYS_EAGER=false` in `backend/.env`.
-3. Run the Celery worker and beat scheduler:
-
-```sh
-cd backend
-celery -A backend worker -l info
-celery -A backend beat -l info
-```
-
-Reply polling only runs when `ENABLE_AUTO_REPLY_DETECTION=true`.
-
-## Frontend Behavior
-
-- The active frontend is the static `frontend/*.html` app. There is no active Node build step for the current UI.
-- [`frontend/api.js`](frontend/api.js) defaults to `http://127.0.0.1:8000/api/v1` on localhost and the deployed Render API elsewhere.
-- You can override the API base URL in the browser:
-
-```js
-localStorage.setItem('api_base_url', 'http://127.0.0.1:8000/api/v1');
-```
-
-Main screens:
-
-- `login.html`
-- `register.html`
-- `dashboard.html`
-- `leads.html`
-- `campaigns.html`
-- `campaign-builder.html`
-- `analytics.html`
-- `settings.html`
-
-## API Surface
-
-Core endpoints exposed by the current backend:
-
-- `POST /api/v1/auth/register/`
-- `GET/PATCH /api/v1/auth/me/`
-- `POST /api/v1/token/`
-- `POST /api/v1/token/refresh/`
-- `GET/POST /api/v1/leads/`
-- `POST /api/v1/leads/import_csv/`
-- `GET/POST/PATCH/DELETE /api/v1/campaigns/`
-- `POST /api/v1/campaigns/{id}/enroll/`
-- `POST /api/v1/campaigns/{id}/launch/`
-- `POST /api/v1/campaigns/ai-generate/`
-- `GET /api/v1/analytics/dashboard/`
-- `POST /api/v1/webhooks/email/`
-- `GET /api/v1/connected-accounts/`
-- `GET /api/v1/auth/google/login`
-- `GET /api/v1/auth/google/callback`
-
-## Testing
-
-Run the backend test suite from `backend/`:
-
-```sh
-python manage.py test
-```
-
-Current repo state: `27` backend tests pass. The suite covers auth/profile updates, lead import, tenant isolation, campaign creation, campaign launch, non-email flow handling, conditional branching, connected-account ownership rules, reply polling, and AI fallback behavior.
+    - Docker and Docker Compose installed on your machine.
 
-## Current Caveats
-
-- Some older root planning documents still mention the original `Lime` name, but the active README, backend, and frontend runtime paths use `LeadOrbit`.
-- The settings page shows a Gemini API key field, but it is not persisted from the UI. AI credentials are read from `backend/.env`.
-- The danger-zone buttons in `settings.html` are presentational only right now.
-- [`frontend/src`](frontend/src) and [`backend/config`](backend/config) look like leftover scaffold code and are not part of the main runtime path.
-- Some endpoints are still MVP-grade and should be hardened before a production multi-tenant deployment. In particular, analytics currently uses unscoped aggregate queries, and a few utility endpoints are intentionally permissive.
-- The root markdown docs describe product intent and planning. The codebase is the source of truth for current behavior.
-
-## Integration Notes
-
-- Gmail sending requires valid Google OAuth client credentials and a connected account from the Settings page.
-- SMS and call steps require Twilio credentials and leads with phone numbers.
-- If no AI credentials are configured, the campaign builder AI composer still returns a deterministic fallback draft instead of failing hard.
-
-# LeadOrbit
-
-Current branding note: the active app is branded as `LeadOrbit`; older planning documents in the repo may still mention the original `Lime` name.
-
-LeadOrbit is a multi-tenant outbound outreach MVP built with Django REST Framework and a static HTML/JavaScript frontend. The implemented code supports organization signup, JWT auth, CSV lead import, campaign building, lead enrollment, Gmail sender connection, AI-assisted email drafting, webhook-based engagement tracking, and analytics pages.
-
-This README is based on the current codebase, not the older planning documents in the repo root.
-
-## 📑 Table of Contents
-- [LeadOrbit](#leadorbit)
-- [What Works Today](#what-works-today)
-- [Stack](#stack)
-- [Repo Layout](#repo-layout)
-- [Local Setup](#local-setup)
-- [Background Jobs](#background-jobs)
-- [Frontend Behavior](#frontend-behavior)
-- [API Surface](#api-surface)
-- [Testing](#testing)
-- [Current Caveats](#current-caveats)
-- [Integration Notes](#integration-notes)
-
-## What Works Today
-
-- JWT auth with organization creation during signup
-- Tenant-scoped users, leads, campaigns, and connected sender accounts
-- CSV lead import with flexible column aliases and background task support
-- Campaign builder with sequence editing, lead selection, sender selection, and launch flow
-- Email sending through Gmail API when a Google account is connected
-- SMS and call execution through Twilio when credentials are configured
-- Open/reply/click/bounce tracking through the webhook endpoint
-- AI draft generation through OpenRouter, with fallback draft generation when no API key is set
-- Per-lead merge tag replacement, with Gemini-based send-time personalization when configured
-- Dashboard and analytics pages backed by API data
-- Celery tasks for CSV import, campaign processing, and reply polling
-
-Execution status by step type:
-
-- Fully implemented: `EMAIL`, `SMS`, `CALL`, `WAIT`, `CONDITION_OPEN`, `CONDITION_REPLY`, `CONDITION_CLICK`
-- Builder-visible but currently placeholder/auto-advance steps: `WHATSAPP`, `LINKEDIN`, `MANUAL`
-
-## Stack
-
-- Backend: Django 5, Django REST Framework, Simple JWT, Celery, `django-cors-headers`
-- Frontend: static HTML pages, ES modules, Bootstrap 5, Chart.js
-- Database: SQLite by default at `backend/db.sqlite3`
-- Integrations: Google OAuth/Gmail API, OpenRouter, Gemini, Twilio
-- Python target: `3.11.9` via [`runtime.txt`](runtime.txt)
-
-## Repo Layout
-
-```text
-backend/
-  manage.py
-  backend/              # active Django project package used by manage.py
-  campaigns/            # campaign models, serializers, tasks, Gmail/Twilio/AI integrations
-  leads/                # lead models, CSV import task, lead/tag API
-  tenants/              # organizations, tenant middleware, security middleware
-  users/                # custom user model, registration, profile/JWT auth
-  config/               # older scaffold package; not the active settings module
-
-frontend/
-  *.html                # active static product screens
-  api.js                # API base URL + auth token helpers
-  main.js               # shared auth bootstrapping/logout handling
-  theme.css             # shared dashboard styling
-  src/                  # leftover Vite starter files; not used by the live UI
-
-outreach_frontend/      # currently empty
-*.md                    # product and architecture docs from earlier phases
-```
-
-## Local Setup
-
-### 1. Create a virtual environment and install dependencies
 
+### 1. Configure Environment Variables
+Create a .env file in the backend/ directory:
 ```sh
-python -m venv .venv
-
-# Windows
-.venv\Scripts\activate
-
-# macOS/Linux
-source .venv/bin/activate
-
-pip install -r requirements.txt
-```
-
-### 2. Create `backend/.env`
-
-The backend reads environment variables from `backend/.env`.
-
-```env
 DEBUG=True
 SECRET_KEY=change-me
 BACKEND_BASE_URL=http://127.0.0.1:8000
 FRONTEND_BASE_URL=http://127.0.0.1:8080
 
-CELERY_TASK_ALWAYS_EAGER=true
-CELERY_BROKER_URL=redis://localhost:6379/0
+CELERY_BROKER_URL=redis://redis:6379/0
+CELERY_RESULT_BACKEND=redis://redis:6379/1
+CELERY_TASK_ALWAYS_EAGER=false
 ENABLE_AUTO_REPLY_DETECTION=false
 LAUNCH_IMMEDIATE_PASSES=1
 
@@ -354,48 +118,27 @@ TWILIO_ACCOUNT_SID=
 TWILIO_AUTH_TOKEN=
 TWILIO_PHONE_NUMBER=
 ```
-
-### 3. Run migrations
-
+### 2. Start the Stack
+Run the following command from the root of the repository to build and start the database, backend, frontend, Redis, and Celery workers:
 ```sh
-python backend/manage.py migrate
+docker compose up --build
 ```
 
-### 4. Start the backend
-
+### 3. Apply Migrations
+Once the containers are running cleanly, open a new terminal window and apply the database migrations:
 ```sh
-cd backend
-python manage.py runserver 8000
+docker compose exec backend python backend/manage.py migrate
 ```
+### 4. Access the Application
 
-### 5. Serve the frontend
-
-In a second terminal:
-
-```sh
-cd frontend
-python -m http.server 8080
-```
-
-Open `http://127.0.0.1:8080/login.html`.
-
-## Background Jobs
-
-In local development, campaign processing and CSV import work without Redis because `CELERY_TASK_ALWAYS_EAGER=true` by default when `DEBUG=True`.
-
-If you want true async/background execution:
-
-1. Start Redis.
-2. Set `CELERY_TASK_ALWAYS_EAGER=false` in `backend/.env`.
-3. Run the Celery worker and beat scheduler:
+1. Frontend UI: http://localhost:8080/login.html
+2. Backend API: http://localhost:8000
 
+To shut down the stack, use--
 ```sh
-cd backend
-celery -A backend worker -l info
-celery -A backend beat -l info
+docker compose down
 ```
 
-Reply polling only runs when `ENABLE_AUTO_REPLY_DETECTION=true`.
 
 ## Frontend Behavior
 

diff --git a/backend/celerybeat-schedule b/backend/celerybeat-schedule
diff --git a/backend/db.sqlite3 b/backend/db.sqlite3