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Open a real Project

Chapter 4 of 5 · Section 14 of 18

Sections

1. Why do this

  • 1. Learning objectives
  • 2. The running matter

2. Develop locally

  • 3. Start the local room
  • 4. Sign in

3. Work the litigation matter

  • 5. The four nouns in one workflow
  • 6. One onboarding, one offboarding
  • 7. Walk the retainer intake one question at a time
  • 8. The other notations on a matter
  • 9. Inspect the client portal
  • 10. Make a sample-project change

4. Open a real Project

  • 11. Fill the matter-open form
  • 12. Provision the repository and Drive folder — a separate step today
  • 13. Populate the repository
  • 14. Stage a document and sync it
  • 15. Pull a fresh checkout's documents
  • 16. The portal is a separate, later decision
  • 17. Verify

5. Wrap Up

  • 18. Verify the room

Stage a document and sync it

The repository shell above does not write documents/. It is the root-level document surface in every Project repository, alongside apps/ and templates/, and it holds committed YAML pointers while acting as temporary staging, not a second document store. Git keeps the pointer; Navigator keeps the bytes. Drop a local file below it, list what a sync would do, then run it:


navigator project sync --dry-run
navigator project sync
navigator project gate

Against a staged documents/exhibits/exhibit-a.png, the dry run prints one line per staged file and a count, and changes nothing:


would upload documents/exhibits/exhibit-a.png
1 upload planned

The real run derives the document slug from its path below documents/, uploads the bytes through Navigator's authenticated API, writes exhibit-a.png.yml only after the upload succeeds, and then removes the staged file. It prints 1 uploaded. The pointer records kind, desired visibility, current revision metadata, and the previous asset id when the chain has one. It never contains an object-storage coordinate or legal-document bytes; object storage and the assets revision chain remain authoritative. Folder conventions infer filing for pleadings/, exhibit for exhibits/, and agreement for agreements/; other paths use unclassified. Visibility defaults to internal.

The real run needs a stored login — navigator site login --host <host-or-url> — and a matter with that code visible to the account. --dry-run needs neither. The first real run also creates documents/.gitignore without overwriting an existing file; until that first sync, nothing in the checkout stops git add from staging raw bytes. validate then rejects every file below documents/ that is not a *.yml pointer or that .gitignore:


./documents/exhibits/exhibit-a.png: error: legal documents and raw document bytes must not be committed; keep only `*.yml` pointers under `documents/`

Presenter notes

Stage one throwaway file under a synthetic acme checkout and run the dry run first, so the room sees the plan before anything moves. Run the real sync only against a matter the signed-in account can see; the seeded sample matters work. Open the emitted .yml and point out what it does not contain. Finish by committing a raw file on purpose and running validate so the room meets the gate error here, with context, rather than on their first real upload.

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