# Policy API Setup - Complete Guide ## 🎉 Summary Successfully created a comprehensive Policy Management System with: - **3 Policy Types**: Privacy Policy, Terms of Use, Support Policy - **Professional Enterprise Content**: 13-15 sections per policy with detailed legal and operational information - **Full CRUD API**: RESTful API endpoints for managing policies - **Dynamic Frontend**: React-based policy viewer with loading states and error handling --- ## 📋 What Was Created ### Backend (Django) #### 1. **Models** (`backend/policies/models.py`) - `Policy`: Main policy document with metadata (type, title, version, effective date) - `PolicySection`: Individual sections within each policy #### 2. **API Views** (`backend/policies/views.py`) - `PolicyViewSet`: RESTful viewset for policy CRUD operations - Endpoints support filtering by type - Retrieve by ID or policy type #### 3. **Serializers** (`backend/policies/serializers.py`) - `PolicySerializer`: Full policy with all sections - `PolicyListSerializer`: Simplified list view - `PolicySectionSerializer`: Individual section data #### 4. **Admin Interface** (`backend/policies/admin.py`) - Full admin panel integration - Inline section editing - List filters and search functionality #### 5. **Management Command** (`backend/policies/management/commands/populate_policies.py`) - Command: `python manage.py populate_policies` - Creates/updates all 3 policies with professional content - 42 total sections across all policies ### Frontend (Next.js) #### 1. **API Service** (`lib/api/policyService.ts`) - `getPolicies()`: Fetch all policies - `getPolicyByType(type)`: Fetch specific policy - `getPolicyById(id)`: Fetch by ID #### 2. **React Hook** (`lib/hooks/usePolicy.ts`) - `usePolicies()`: Hook for all policies - `usePolicy(type)`: Hook for specific policy - `usePolicyById(id)`: Hook for policy by ID #### 3. **Policy Page** (`app/policy/page.tsx`) - Dynamic page showing policy content - Query parameter: `?type=privacy|terms|support` - Loading and error states - Responsive design - Styled with inline styles #### 4. **Support Center Integration** (`components/pages/support/SupportCenterHero.tsx`) - Added 3 new clickable cards: - Privacy Policy → `/policy?type=privacy` - Terms of Use → `/policy?type=terms` - Support Policy → `/policy?type=support` --- ## 🚀 Setup Complete! ### What Was Done: ```bash # 1. Created migrations python manage.py makemigrations policies ✅ Created: policies/migrations/0001_initial.py # 2. Applied migrations python manage.py migrate policies ✅ Created database tables # 3. Populated with content python manage.py populate_policies ✅ Privacy Policy: 13 sections ✅ Terms of Use: 14 sections ✅ Support Policy: 15 sections ``` --- ## 📡 API Endpoints ### Base URL ``` http://localhost:8000/api/policies/ ``` ### Available Endpoints #### 1. **List All Policies** ``` GET /api/policies/ ``` **Response:** ```json [ { "id": 1, "type": "privacy", "title": "Privacy Policy", "slug": "privacy", "description": "Our commitment to protecting your privacy and personal data", "last_updated": "2025-10-08", "version": "2.1" }, ... ] ``` #### 2. **Get Specific Policy by Type** ``` GET /api/policies/privacy/ GET /api/policies/terms/ GET /api/policies/support/ ``` **Response:** ```json { "id": 1, "type": "privacy", "title": "Privacy Policy", "slug": "privacy", "description": "Our commitment to protecting your privacy and personal data", "last_updated": "2025-10-08", "version": "2.1", "effective_date": "2025-10-08", "sections": [ { "id": 1, "heading": "1. Introduction and Scope", "content": "GNX Software Solutions...", "order": 1 }, ... ] } ``` #### 3. **Get Policy by ID** ``` GET /api/policies/{id}/ ``` --- ## 🎨 Frontend Usage ### 1. **Direct Navigation** ```typescript // Link to policies from anywhere Privacy Policy Terms of Use Support Policy ``` ### 2. **Using the Hook** ```typescript import { usePolicy } from '@/lib/hooks/usePolicy'; function MyComponent() { const { data: policy, isLoading, error } = usePolicy('privacy'); if (isLoading) return
Loading...
; if (error) return
Error: {error.message}
; return (

{policy.title}

{policy.sections.map(section => (

{section.heading}

{section.content}

))}
); } ``` ### 3. **Support Center Cards** The support center hero now has 6 cards: - **Top Row** (Opens Modals): - Submit Tickets - Knowledge Base - Track Status - **Bottom Row** (Navigates to Policy Page): - Privacy Policy - Terms of Use - Support Policy --- ## 📝 Policy Content Overview ### Privacy Policy (13 Sections) 1. Introduction and Scope 2. Information We Collect 3. How We Collect Information 4. Use of Information 5. Information Sharing and Disclosure 6. Data Security 7. Data Retention 8. Your Rights and Choices 9. International Data Transfers 10. Cookies and Tracking Technologies 11. Children's Privacy 12. Changes to This Privacy Policy 13. Contact Information ### Terms of Use (14 Sections) 1. Acceptance of Terms 2. Service Description and Scope 3. User Accounts and Registration 4. Acceptable Use Policy 5. Intellectual Property Rights 6. Service Level Agreements 7. Payment Terms and Billing 8. Term and Termination 9. Disclaimer of Warranties 10. Limitation of Liability 11. Dispute Resolution and Governing Law 12. Modifications to Terms 13. General Provisions 14. Contact Information ### Support Policy (15 Sections) 1. Support Overview and Commitment 2. Support Coverage and Eligibility 3. Support Channels and Access Methods 4. Business Hours and Availability 5. Priority Levels and Response Times 6. Support Request Submission Requirements 7. Support Scope and Covered Activities 8. Exclusions and Limitations 9. Escalation Procedures 10. Knowledge Base and Self-Service Resources 11. Customer Responsibilities 12. Scheduled Maintenance and Updates 13. Service Level Credits and Remedies 14. Feedback and Continuous Improvement 15. Contact Information and Resources --- ## 🔧 Admin Panel Access the admin panel to manage policies: ``` http://localhost:8000/admin/policies/ ``` **Features:** - ✅ Create/Edit/Delete policies - ✅ Inline section editing - ✅ Version management - ✅ Effective date tracking - ✅ Active/Inactive toggle - ✅ Search and filtering --- ## 🎯 Features ### Backend - ✅ RESTful API with Django REST Framework - ✅ Versioned policies - ✅ Effective date tracking - ✅ Ordered sections - ✅ Active/Inactive status - ✅ Full admin interface - ✅ Management command for easy population ### Frontend - ✅ Dynamic policy loading from API - ✅ Loading states with spinner - ✅ Error handling with user-friendly messages - ✅ Responsive design (mobile-friendly) - ✅ Version and date display - ✅ Smooth animations - ✅ SEO-friendly structure - ✅ Integration with support center --- ## 🚦 Testing ### Test the API ```bash # List all policies curl http://localhost:8000/api/policies/ # Get privacy policy curl http://localhost:8000/api/policies/privacy/ # Get terms of use curl http://localhost:8000/api/policies/terms/ # Get support policy curl http://localhost:8000/api/policies/support/ ``` ### Test the Frontend 1. Navigate to: `http://localhost:3000/policy?type=privacy` 2. Navigate to: `http://localhost:3000/policy?type=terms` 3. Navigate to: `http://localhost:3000/policy?type=support` 4. Navigate to: `http://localhost:3000/support-center` 5. Click on any of the 6 feature cards --- ## 📊 Database Schema ```sql -- Policy Table CREATE TABLE policies_policy ( id INTEGER PRIMARY KEY, type VARCHAR(50) UNIQUE, title VARCHAR(200), slug VARCHAR(100) UNIQUE, description TEXT, last_updated DATE, version VARCHAR(20), is_active BOOLEAN, effective_date DATE, created_at TIMESTAMP, updated_at TIMESTAMP ); -- PolicySection Table CREATE TABLE policies_policysection ( id INTEGER PRIMARY KEY, policy_id INTEGER REFERENCES policies_policy(id), heading VARCHAR(300), content TEXT, order INTEGER, is_active BOOLEAN, created_at TIMESTAMP, updated_at TIMESTAMP ); ``` --- ## 🔄 Updating Policies ### Via Management Command ```bash # Re-run to update all policies cd backend ../venv/bin/python manage.py populate_policies ``` ### Via Admin Panel 1. Go to `http://localhost:8000/admin/policies/policy/` 2. Click on the policy to edit 3. Modify sections inline 4. Save changes ### Via API (Programmatic) ```python from policies.models import Policy, PolicySection # Get policy policy = Policy.objects.get(type='privacy') # Add new section PolicySection.objects.create( policy=policy, heading="New Section", content="Section content...", order=14 ) ``` --- ## 🎨 Customization ### Styling The policy page uses inline styles. To customize: - Edit `/app/policy/page.tsx` - Modify the `