Gulmohar - Portfolio Casebook

Local-first Wagtail project for authoring and exporting portfolio case studies.

PowerShell + venv setup

python -m venv .venv
.\.venv\Scripts\Activate.ps1
.\.venv\Scripts\python.exe -m pip install --upgrade pip
.\.venv\Scripts\python.exe -m pip install -r requirements.txt

Run locally

.\.venv\Scripts\python.exe manage.py migrate
.\.venv\Scripts\python.exe manage.py createsuperuser
.\.venv\Scripts\python.exe manage.py runserver

Admin URLs:

• Wagtail admin: http://localhost:8000/admin/
• Django admin: http://localhost:8000/django-admin/

Frontend URLs:

• Casebook index: http://localhost:8000/casebook/
• Case create: http://localhost:8000/casebook/new/
• Case detail/edit: from index links

Add a case study

Two supported paths:

1. Snippet admin

• Go to http://localhost:8000/admin/
• Open Snippets -> Case Studies
• Fill grouped tabs (Overview, Narrative, Delivery & Production, Results, Assets, Notes)

2. Local frontend editor

• Go to http://localhost:8000/casebook/new/
• Fill form fields with inline related sections:
  • Assets (image or uploaded video per asset row)
  • Metrics
  • Channel spend
• Save and review on the detail page

Entry notes:

• All fields are optional for faster drafting.
• Date fields are flexible text (examples: 2024, January 2024, Q1 2025).
• Multiple assets can be attached to the same campaign.

Casebook export

.\.venv\Scripts\python.exe manage.py export_casebook --output casebook_export.json
.\.venv\Scripts\python.exe manage.py export_casebook --output casebook_export.json --include-notes

Default export behavior:

• Includes all campaigns.
• Excludes notes unless --include-notes is provided.
• Emits image rendition URLs and uploaded-video document URLs (no binary embedding).

Automated final acceptance test

.\.venv\Scripts\python.exe manage.py run_casebook_final_test

What it does:

• Generates test images in test_assets/
• Seeds a fully populated lorem case with related metrics/channel spend/assets (including a video document)
• Runs export_casebook
• Verifies required JSON contract and notes inclusion behavior
• Writes export to exports/final_casebook_export.json

AI extension notes

• Core app lives in casebook/.
• Snippet model and related objects are in casebook/models.py.
• Export pipeline is in casebook/management/commands/export_casebook.py.
• Frontend list/detail/create/edit views are in casebook/views.py and templates/casebook/.
• Automated acceptance command is in casebook/management/commands/run_casebook_final_test.py.
• Progress and implementation checkpoints are tracked in implementation.md.