This document outlines the requirements for the new "Portfolio" section under services in Agency Handy. The portfolio feature allows Super Admins and Admins to showcase their projects or services through detailed portfolios, which can be linked to specific services. Portfolios will include project files, descriptions, and external links for live project demonstrations.
User Stories:
Portfolio Creation:
As a Super Admin/Admin, I want to create portfolios with project files, descriptions, and categories so that I can showcase completed projects.
Portfolio-Linked Services:
As a Super Admin/Admin, I want to link portfolios to specific services to highlight relevant case studies or completed projects for potential clients.
Functional Requirements:
Portfolio Creation:
Super Admins/Admins can create a new portfolio in the system.
Portfolio Form Fields:
Name: (mandatory, max 32 characters)
Description: (no character limit)
Files: Multiple file uploads allowed, with supported file types identical to task file uploads (e.g., images, PDFs, etc.).
Cover Image: The first uploaded image will be set as the cover image, and the rest of the files will be displayed on the portfolio details page.
An attachment section to add cover image. Attachment will support only image file type.
Project Category:
Works similar to labels; categories can be created and assigned to portfolios.
Once a category is created, it will be saved for future use and can be reused in other portfolios.
Project Link: Option to provide an external URL, which will be displayed as a "View Live Project" link in the portfolio details.
Adding Portfolios to a Service:
There will be an option to select an existing service and attach it to a portfolio.
Selection Box:
Displays a dropdown with all available services.
Selecting a service is optional, and the user can proceed without selecting any services
Adding Portfolios During Service Creation:
In the service creation workflow, there will be an additional (optional) section where the user can select from the created portfolios.
Portfolio Selection: Allows users to attach a portfolio to the service being created.
Portfolio Details Page:
On the portfolio details page, the following information will be displayed:
Portfolio name
Description
Cover image and other attached files
Project categories
"View Live Project" link (clickable, leading to the external URL provided)
Displaying Portfolios in Services:
If a portfolio is attached to a service, it will appear as a card on the service details page.
Portfolio Card:
Displays the cover image, name, and category.
Clicking on the portfolio card will open a modal with all portfolio details (name, description, files, categories, and project link).
Filter and Sort Options:
Filter:
By Category (e.g., Development, Design, Marketing)
By Project Name (search input field)
Sort:
By Creation Date (Newest to Oldest / Oldest to Newest)
By Alphabetical Order (A-Z, Z-A)
Acceptance Criteria:
Portfolio Creation:
Super Admin/Admin can create a portfolio with all required fields (name, description, files, category, project link).
Files are uploaded successfully, and the first file is set as the cover image.
Project categories can be created and reused across portfolios.
Portfolio Selection in Services:
Super Admin/Admin can link one or more portfolios to a service during service creation or by editing an existing service.
The selection of a portfolio is optional and can be skipped.
Portfolio Display in Service:
If a portfolio is attached to a service, it appears as a card on the service page.
Clicking on the portfolio card opens a modal with the portfolio's full details.
Portfolio Details Page:
The portfolio details page accurately displays the name, description, files, project category, and the "View Live Project" link.
FAQ
No information is there about handling multiple portfolio is a single service and single portfolio with multiple service.
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