Manual Testing Guide for Client Categorization Feature¶

Prerequisites¶

Install dependencies: pip install -e . or just i
Run migrations: python manage.py migrate or just m
Create a superuser if needed: python manage.py createsuperuser or just su

Testing Steps¶

1. Create Featured Clients via Django Admin¶

Start the development server:
```
python manage.py runserver
# or
just s
```
Navigate to the Django Admin: http://localhost:8000/admin/
Go to “Clients” section
Create or edit clients with the following attributes:

Government Client:
- Name: “US Department of Example”
- Featured: ✓ (checked)
- Category: “Government”
- URL: https://example.gov (optional)
Non-Profit Client:
- Name: “Example Foundation”
- Featured: ✓ (checked)
- Category: “Non-Profit”
- URL: https://example-foundation.org (optional)
Private Sector Client:
- Name: “ACME Corporation”
- Featured: ✓ (checked)
- Category: “Private Sector”
- URL: https://acme.com (optional)
Hidden Client:
- Name: “Internal Client”
- Featured: ☐ (unchecked)
- Category: “Private Sector”

2. Verify in Django Admin¶

In the Clients list view, you should see:
- Columns for Name, Company, Category, and Featured
- Filter options on the right for Featured and Category
- Search box that searches by client name or company name
Test the filters:
- Click “Featured: Yes” to see only featured clients
- Click “Featured: No” to see only non-featured clients
- Click different categories to filter by category

3. Verify on Public Clients Page¶

Navigate to: http://localhost:8000/clients/
You should see:
- Clients grouped by their categories (Government, Non-Profit, Private Sector, etc.)
- Only clients marked as “Featured” are displayed
- The “Internal Client” (not featured) should NOT appear
- If a client has a URL, it should be clickable

Expected layout:

A partial list of valued clients

GOVERNMENT              NON-PROFIT           PRIVATE SECTOR
- US Department        - Example            - ACME Corporation
  of Example            Foundation

4. Test Django Dashboard (Internal View)¶

Navigate to: http://localhost:8000/dashboard/client
You should see:
- All clients (both featured and non-featured)
- This is the internal management view
- You can create, edit, and delete clients

5. Test Client Form¶

Click “Create Client” in the dashboard
Verify that the form includes:
- Name field
- URL field
- Description field
- Featured checkbox
- Category dropdown with all available options
Create a new client with:
- Featured: checked
- Category: “Education”
Save and verify it appears on the public clients page under “Education”

Expected Results¶

✓ Featured clients appear on the public /clients/ page
✓ Non-featured clients do NOT appear on the public page
✓ Clients are grouped by their category
✓ Categories are displayed as headers (Government, Non-Profit, etc.)
✓ Client URLs are clickable when provided
✓ Admin list shows featured status and category
✓ Admin filters work correctly
✓ Form includes both new fields

Troubleshooting¶

Issue: Changes not visible on the public page - Solution: Make sure the client is marked as “Featured” - Clear browser cache or hard refresh (Ctrl+Shift+R or Cmd+Shift+R)

Issue: Categories not showing - Solution: Make sure at least one featured client has a category assigned - Check that the category field is not empty

Issue: Migration errors - Solution: Run python manage.py migrate db to apply the migration - If issues persist, check MongoDB connection

Issue: 500 error on clients page - Solution: Check Django logs for errors - Verify that the db.models.Client import works in cms/views.py - Ensure all dependencies are installed

Clean Up After Testing¶

To reset test data: 1. Navigate to Django Admin 2. Select all test clients 3. Choose “Delete selected clients” from the actions dropdown 4. Confirm deletion

Or use Django shell:

python manage.py shell
>>> from db.models import Client
>>> Client.objects.filter(name__icontains="test").delete()