# Project Manager Dashboard - Complete Implementation

## Overview
Project Manager dashboard has been successfully created and is now fully functional.

## Dashboard Features

### Statistics Cards
1. **Assigned Projects** - Total projects assigned to the PM
2. **Total Tasks** - All tasks across PM's projects
3. **Completed Tasks** - Successfully finished tasks
4. **Pending Tasks** - Tasks awaiting action

### Projects Section
- Lists all projects assigned to the Project Manager
- Shows: Project title, Client name, CRM staff, Status, Budget, Created date
- View button for each project (detail page to be implemented)
- Empty state when no projects assigned

### Tasks Section
- Shows recent tasks from all PM's projects (limited to 10)
- Displays: Task title, Project, Assigned employee, Status, Due date
- View button for each task (detail page to be implemented)
- Empty state when no tasks exist

## Access Information

### URL
- **Dashboard**: `/pm/dashboard/`
- **Login**: `/crm/staff/login/`

### Test Credentials
- **Username**: `project`
- **Password**: `project123`

### Current Status
- ✓ Template created at `crm/templates/crm/project_manager/dashboard.html`
- ✓ View function exists in `crm/views.py` (`pm_dashboard`)
- ✓ URL route configured in `crm/urls.py`
- ✓ Role-based redirect working from staff login
- ✓ 1 project currently assigned to PM

## Design
- Purple gradient theme (distinguishes from other roles)
- Consistent with other dashboards (Admin, CRM, Lead Manager)
- Fully responsive layout
- Font Awesome icons throughout

## Workflow Integration

### How Projects Get Assigned to PM
1. Lead Manager converts lead to project
2. Lead Manager assigns project to CRM staff
3. CRM staff assigns Project Manager to project
4. PM sees project in their dashboard

### Current Assignment Status
```
Lead → Lead Manager → CRM Staff → Project Manager
                                        ↓
                                  PM Dashboard
```

## Next Steps

### Immediate
- [ ] Create PM project detail page
- [ ] Add task creation functionality
- [ ] Add task assignment to employees
- [ ] Create task detail page

### Future Enhancements
- [ ] Add project status update capability
- [ ] Add project timeline/Gantt chart
- [ ] Add team member management
- [ ] Add project budget tracking
- [ ] Add project milestone tracking
- [ ] Add file upload/document management
- [ ] Add project chat/communication
- [ ] Add project reports and analytics

## Technical Details

### Files Created
- `crm/templates/crm/project_manager/dashboard.html` - Dashboard template

### Files Modified
- None (view and URL already existed)

### Database Queries
```python
# Get PM's projects
projects = Project.objects.filter(project_manager=user)

# Get tasks from PM's projects
tasks = Task.objects.filter(project__project_manager=user)

# Statistics
stats = {
    'assigned_projects': projects.count(),
    'total_tasks': tasks.count(),
    'completed_tasks': tasks.filter(status='completed').count(),
    'pending_tasks': tasks.filter(status='pending').count()
}
```

## Testing

### Test Steps
1. Login as Project Manager at `/crm/staff/login/`
   - Username: `project`
   - Password: `project123`
2. Should auto-redirect to `/pm/dashboard/`
3. Verify statistics show correct counts
4. Verify assigned projects are listed
5. Verify tasks section (currently empty)

### Expected Results
- ✓ Dashboard loads without errors
- ✓ Shows 1 assigned project
- ✓ Shows correct statistics
- ✓ Purple theme applied
- ✓ Responsive on mobile

## Related Documentation
- `CRM_PROJECT_MANAGER_ASSIGNMENT.md` - How CRM assigns PM
- `CRM_SYSTEM_ARCHITECTURE.md` - Overall system design
- `LEAD_ASSIGNMENT_SYSTEM.md` - Lead to project workflow
- `ADMIN_COMPLETE_SYSTEM.md` - Admin dashboard features

## Role Hierarchy
```
Admin
  ├── Lead Manager (manages leads)
  │   └── Converts leads to projects
  │
  ├── CRM Staff (manages projects)
  │   └── Assigns Project Manager
  │
  ├── Project Manager (manages project execution)
  │   └── Assigns tasks to Employees
  │
  └── Employee (executes tasks)
      └── Completes assigned tasks
```

## Status
✅ **COMPLETE** - Project Manager dashboard is fully functional and ready for use.
