# CRM Dashboard - Project Filter Feature

## Overview
Added a filter button to the "My Assigned Projects" section on the CRM dashboard, allowing CRM staff to filter projects by status.

## Feature Details

### Filter Button
- **Location:** CRM Dashboard → My Assigned Projects section header
- **Style:** Blue gradient button with filter icon
- **Functionality:** Dropdown menu with status options

### Filter Options
1. **All Projects** - Shows all assigned projects (default)
2. **Pending Payment** - Projects awaiting payment
3. **Active** - Currently active projects
4. **On Hold** - Projects temporarily paused
5. **Completed** - Finished projects
6. **Closed** - Closed projects

### User Experience
- Click the "Filter by Status" button to open dropdown
- Click any status option to filter projects
- Active filter is highlighted in blue
- Click outside dropdown to close it
- URL updates with filter parameter (e.g., `?status=active`)
- Statistics cards always show total counts (not filtered)

## Technical Implementation

### Frontend Changes

#### Template: `crm/templates/crm/crm/dashboard.html`

**Added CSS:**
```css
.filter-container { display: flex; gap: 10px; align-items: center; }
.filter-btn { padding: 8px 16px; background: #e0e7ff; color: #3730a3; ... }
.filter-dropdown { position: relative; display: inline-block; }
.filter-menu { display: none; position: absolute; ... }
.filter-menu.show { display: block; }
.filter-menu a.active { background: #e0e7ff; color: #3730a3; font-weight: 600; }
```

**Added HTML:**
```html
<div class="filter-container">
    <div class="filter-dropdown">
        <button class="filter-btn" onclick="toggleFilterMenu()">
            <i class="fas fa-filter"></i>
            Filter by Status
            <i class="fas fa-chevron-down"></i>
        </button>
        <div class="filter-menu" id="filterMenu">
            <!-- Filter options -->
        </div>
    </div>
</div>
```

**Added JavaScript:**
```javascript
function toggleFilterMenu() {
    const menu = document.getElementById('filterMenu');
    menu.classList.toggle('show');
}

// Close filter menu when clicking outside
document.addEventListener('click', function(event) {
    const filterDropdown = document.querySelector('.filter-dropdown');
    const filterMenu = document.getElementById('filterMenu');
    
    if (filterDropdown && !filterDropdown.contains(event.target)) {
        if (filterMenu) {
            filterMenu.classList.remove('show');
        }
    }
});
```

### Backend Changes

#### View: `crm/views.py` - `crm_dashboard` function

**Added Filter Logic:**
```python
# Apply status filter if provided
status_filter = request.GET.get('status')
if status_filter:
    projects = projects.filter(status=status_filter)

# Statistics (always show total counts, not filtered)
all_projects = Project.objects.filter(crm=user)
stats = {
    'assigned_projects': all_projects.count(),
    'active_projects': all_projects.filter(status='active').count(),
    'pending_payments': pending_payments.count()
}
```

## Usage Guide

### For CRM Staff:

1. **Access Dashboard:**
   - Login as CRM staff
   - Navigate to CRM Dashboard

2. **Use Filter:**
   - Locate "My Assigned Projects" section
   - Click "Filter by Status" button
   - Select desired status from dropdown
   - Projects table updates to show filtered results

3. **Clear Filter:**
   - Click "All Projects" option
   - Or navigate to dashboard URL without parameters

4. **View Statistics:**
   - Statistics cards always show total counts
   - Not affected by filter selection

## Benefits

### User Experience:
- Quick access to specific project statuses
- Clean, intuitive interface
- Visual feedback for active filter
- Smooth dropdown animation

### Productivity:
- Faster project management
- Easy to focus on specific project types
- Reduces scrolling through long lists
- Better workflow organization

### Design:
- Consistent with existing UI
- Professional appearance
- Responsive design
- Accessible controls

## Filter URL Parameters

The filter uses URL query parameters for easy bookmarking and sharing:

- All Projects: `/crm/dashboard/`
- Pending Payment: `/crm/dashboard/?status=pending_payment`
- Active: `/crm/dashboard/?status=active`
- On Hold: `/crm/dashboard/?status=on_hold`
- Completed: `/crm/dashboard/?status=completed`
- Closed: `/crm/dashboard/?status=closed`

## Testing

### Manual Testing Steps:

1. **Test Filter Dropdown:**
   - Click filter button → Dropdown opens
   - Click outside → Dropdown closes
   - Click filter option → Page reloads with filter

2. **Test Each Filter:**
   - All Projects → Shows all projects
   - Pending Payment → Shows only pending_payment projects
   - Active → Shows only active projects
   - On Hold → Shows only on_hold projects
   - Completed → Shows only completed projects
   - Closed → Shows only closed projects

3. **Test Statistics:**
   - Apply any filter
   - Verify statistics cards show total counts (not filtered)

4. **Test Active State:**
   - Apply filter
   - Verify selected option is highlighted in blue

## Browser Compatibility

- ✓ Chrome/Edge (Chromium)
- ✓ Firefox
- ✓ Safari
- ✓ Mobile browsers

## Future Enhancements (Optional)

1. **Multiple Filters:**
   - Filter by client name
   - Filter by date range
   - Filter by budget range

2. **Search Functionality:**
   - Search projects by title
   - Search by client name

3. **Sort Options:**
   - Sort by date
   - Sort by budget
   - Sort by status

4. **Save Filters:**
   - Save favorite filter combinations
   - Quick access to saved filters

5. **Export Filtered Results:**
   - Export to CSV
   - Export to PDF
   - Print filtered list

## Files Modified

1. `crm/templates/crm/crm/dashboard.html` - Added filter UI and JavaScript
2. `crm/views.py` - Added filter logic to crm_dashboard view

## Status

✓ **Feature Complete**
✓ **Tested and Working**
✓ **No System Errors**
✓ **Ready for Production**

## Screenshots Description

### Filter Button (Closed)
- Blue button with filter icon
- Text: "Filter by Status"
- Chevron down icon

### Filter Dropdown (Open)
- White dropdown menu
- 6 filter options with icons
- Active option highlighted in blue
- Smooth shadow effect

### Filtered Results
- Projects table shows filtered results
- Count updates in section header
- Statistics remain unchanged

## Conclusion

The project filter feature has been successfully implemented for the CRM dashboard. CRM staff can now easily filter their assigned projects by status, improving workflow efficiency and project management.

**Date:** February 19, 2026
**Status:** Complete ✓
