Notes as Testimonials Feature
================================

Overview
--------

This feature enables the use of Notes to display testimonials on the public-facing site. Notes can now be marked as testimonials and will appear on the ``/clients/`` page and optionally as a featured testimonial on the homepage.

Changes Made
------------

Model Changes (``db/models.py``)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Added three new fields to the ``Note`` model:

- **is_testimonial** (BooleanField)

  - Default: ``False``
  - Help text: "Check to display this note as a testimonial on the public site"

- **title** (CharField, max_length=300)

  - Optional field for the testimonial author's position/title
  - Example: "CEO", "Project Manager", "Head of Operations"
  - Help text: "Title/position of the person giving the testimonial"

- **is_featured** (BooleanField)

  - Default: ``False``
  - Help text: "Check to feature this testimonial on the homepage"
  - Only one testimonial should typically be featured at a time

Database Migration (``db/migrations/0003_note_testimonial_fields.py``)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

- Adds the three new fields to the Note model
- Compatible with the MongoDB backend used by the project

Admin Changes (``db/admin.py``)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Enhanced ``NoteAdmin`` with:

- Added ``is_testimonial``, ``is_featured``, and ``title`` to ``list_display``
- Added ``is_testimonial`` and ``is_featured`` to ``list_filter`` for easy filtering
- Updated search fields to use ``description`` instead of deprecated ``text`` field

View Changes (``cms/views.py``)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

ClientsView
^^^^^^^^^^^

- Queries for Notes with ``is_testimonial=True``
- Orders testimonials by creation date (newest first)
- Passes ``testimonials`` list to the template context
- Falls back to empty list if database is unavailable

HomeView
^^^^^^^^

- Queries for a single featured testimonial (``is_testimonial=True`` and ``is_featured=True``)
- Gets the most recently created featured testimonial
- Passes ``testimonial`` to the template context
- Falls back to ``None`` if no featured testimonial exists

Existing Templates (No Changes Required)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The following templates already expect testimonial data:

- **cms/templates/blocks/testimonials_block.html**

  - Displays all testimonials on the ``/clients/`` page
  - Uses ``testimonial.description`` for the quote
  - Uses ``testimonial.name`` for the author name
  - Uses ``testimonial.title`` for the author's position

- **cms/templates/blocks/highpraise_block.html**

  - Displays the featured testimonial on the homepage
  - Uses similar structure with description, name, and title
  - Includes fallback defaults if no testimonial is available

How to Use
----------

Apply the Migration
~~~~~~~~~~~~~~~~~~~

.. code-block:: bash

   python manage.py migrate db

Create a Testimonial Note
~~~~~~~~~~~~~~~~~~~~~~~~~~

In the Django admin at ``/admin/db/note/``:

1. Click "Add Note"
2. Fill in the fields:

   - **Name**: The person's name (e.g., "John Smith")
   - **Description**: The testimonial quote (e.g., "They delivered exceptional results!")
   - **Title**: Their position (e.g., "CTO, Acme Corp")
   - **Is testimonial**: Check this box
   - **Is featured**: Check this to feature on homepage (optional)

3. Save the note

View Testimonials
~~~~~~~~~~~~~~~~~

- Visit ``/clients/`` to see all testimonials
- Visit ``/`` (homepage) to see the featured testimonial

Example Usage
-------------

.. code-block:: python

   from db.models import Note

   # Create a regular testimonial
   testimonial = Note.objects.create(
       name="Jane Doe",
       description="Working with this team was a game-changer for our organization!",
       title="VP of Engineering, Tech Corp",
       is_testimonial=True,
       is_featured=False
   )

   # Create a featured testimonial for the homepage
   featured = Note.objects.create(
       name="John Smith",
       description="They exceeded all our expectations and delivered ahead of schedule.",
       title="CTO, Innovation Inc",
       is_testimonial=True,
       is_featured=True
   )

   # Query all testimonials
   all_testimonials = Note.objects.filter(is_testimonial=True)

   # Query featured testimonial
   featured_testimonial = Note.objects.filter(
       is_testimonial=True,
       is_featured=True
   ).order_by("-created").first()

Admin Interface Tips
--------------------

- Use the "Is testimonial" filter to quickly view all testimonials
- Use the "Is featured" filter to see which testimonial is currently featured
- Search by name or description text to find specific testimonials
- Only mark one testimonial as featured at a time for best results

Template Variables
------------------

In testimonials_block.html (Clients Page)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

- ``testimonials`` - List of all Note objects with ``is_testimonial=True``
- Each testimonial has:

  - ``testimonial.description`` - The quote text
  - ``testimonial.name`` or ``testimonial`` - The person's name
  - ``testimonial.title`` - Their position/title

In highpraise_block.html (Homepage)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

- ``testimonial`` - Single Note object with ``is_testimonial=True`` and ``is_featured=True``
- Falls back to default text if None

Notes
-----

- Non-testimonial notes (``is_testimonial=False``) will NOT appear on public pages
- While the system allows multiple featured testimonials, only the most recent will be displayed on the homepage. Best practice is to feature only one testimonial at a time.
- The feature is backward compatible - existing notes default to ``is_testimonial=False``
- Notes can still be attached to other objects via the generic foreign key
- Testimonials don't require a ``content_object`` - they can be standalone