# 🎯 Dashboard Access Guide

## All Login Points & Dashboards

### 1. 🔐 Django Admin (Superuser)
**URL:** `http://127.0.0.1:8000/admin/`
- **Who:** Superuser only
- **Access:** Direct database management
- **Features:**
  - Full CRUD operations on all models
  - Create staff users
  - Manage all data
  - System configuration

**How to Create:**
```bash
python manage.py createsuperuser
```

---

### 2. 👤 Client Login & Dashboard
**Login URL:** `http://127.0.0.1:8000/client/login/`
**Register URL:** `http://127.0.0.1:8000/client/register/`
**Dashboard URL:** `http://127.0.0.1:8000/client/dashboard/`

**Who:** Self-registered clients

**Features:**
- ✅ View submitted leads (matched by email)
- ✅ View projects and progress
- ✅ Browse and purchase services
- ✅ Submit payments with screenshots
- ✅ Track payment status
- ✅ View notifications

**Dashboard Includes:**
- Stats cards (Total Leads, Projects, Active Projects, Pending Payments)
- Recent leads table
- Recent projects table
- Sidebar navigation

---

### 3. 👔 Staff Login
**URL:** `http://127.0.0.1:8000/staff/login/`

**Who:** Staff members (Admin, CRM, Lead Manager, Project Manager, Employee)

**Auto-Redirect After Login:**
- Admin → Admin Dashboard
- CRM → CRM Dashboard
- Lead Manager → Lead Manager Dashboard
- Project Manager → PM Dashboard
- Employee → Employee Dashboard

---

### 4. 🎯 Admin Dashboard (NEW!)
**URL:** `http://127.0.0.1:8000/admin/dashboard/`

**Who:** Users with Admin role or Superuser

**Features:**
- ✅ 8 Analytics cards:
  - Total Leads (with new count)
  - Converted Leads (with conversion rate)
  - Total Projects (with active count)
  - Pending Payments
  - Total Revenue
  - Total Clients
  - Active Projects
  - Staff Members

- ✅ Quick Actions:
  - Add Lead
  - New Project
  - Add Service
  - Create User

- ✅ Recent Leads Table
  - Name, Source, Status, Date
  - Link to view all leads

- ✅ Recent Activity Feed
  - New leads created
  - Payments approved
  - Payments submitted

- ✅ Recent Projects Table
  - Project name, Client, CRM, Status, Date
  - Link to view all projects

- ✅ Pending Payments Table
  - Project, Client, Amount, Method, Date, Status
  - Link to view all payments

**Sidebar Navigation:**
- Dashboard (current)
- Leads
- Projects
- Payments
- Services
- Users
- Activity Log
- Django Admin
- Logout

**Design:**
- Blue gradient sidebar
- 8 color-coded stat cards
- Modern table layouts
- Quick action buttons
- Activity feed
- Responsive design

---

### 5. 💼 CRM Dashboard
**URL:** `http://127.0.0.1:8000/crm/dashboard/`

**Who:** Users with CRM role

**Features:**
- View assigned projects
- Project coordination
- Payment approvals
- Client communication

**Stats:**
- Assigned projects count
- Active projects count
- Pending payments count

---

### 6. 📊 Lead Manager Dashboard
**URL:** `http://127.0.0.1:8000/leads/dashboard/`

**Who:** Users with Lead Manager role

**Features:**
- View assigned leads
- Update lead status
- Convert leads to projects
- Select CRM during conversion

**Stats:**
- Assigned leads count
- New leads count
- Converted leads count

---

### 7. 📁 Project Manager Dashboard
**URL:** `http://127.0.0.1:8000/pm/dashboard/`

**Who:** Users with Project Manager role

**Features:**
- View assigned projects
- Create and assign tasks
- Track task progress
- Upload project files

**Stats:**
- Assigned projects count
- Total tasks count
- Completed tasks count
- Pending tasks count

---

### 8. ⚙️ Employee Dashboard
**URL:** `http://127.0.0.1:8000/employee/dashboard/`

**Who:** Users with Employee role

**Features:**
- View assigned tasks only
- Update task status
- Upload task files
- Limited chat access

**Stats:**
- Assigned tasks count
- Completed tasks count
- In progress tasks count
- Pending tasks count

---

## 🚀 Quick Start Guide

### For First Time Setup:

1. **Create Superuser:**
   ```bash
   python manage.py createsuperuser
   ```

2. **Start Server:**
   ```bash
   python manage.py runserver
   ```

3. **Access Admin Dashboard:**
   - Go to: `http://127.0.0.1:8000/staff/login/`
   - Login with superuser credentials
   - Auto-redirect to Admin Dashboard

4. **Create Staff Users:**
   - Go to Django Admin: `http://127.0.0.1:8000/admin/`
   - Create new users
   - Assign roles in UserProfile

5. **Create Services:**
   - Go to: `http://127.0.0.1:8000/admin/crm/service/`
   - Add services for clients to purchase

---

## 📊 Dashboard Comparison

| Feature | Client | Admin | CRM | Lead Mgr | PM | Employee |
|---------|--------|-------|-----|----------|----|---------| 
| View Own Leads | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
| View All Leads | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Assign Leads | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Convert Leads | ❌ | ✅ | ❌ | ✅ | ❌ | ❌ |
| View Projects | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
| Create Projects | ❌ | ✅ | ❌ | ✅ | ❌ | ❌ |
| Assign Projects | ❌ | ✅ | ✅ | ❌ | ❌ | ❌ |
| Create Tasks | ❌ | ✅ | ❌ | ❌ | ✅ | ❌ |
| View Tasks | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ |
| Update Tasks | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ |
| Submit Payments | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Approve Payments | ❌ | ✅ | ✅ | ❌ | ❌ | ❌ |
| View All Payments | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| View Project Payments | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Purchase Services | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Add Services | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Create Users | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Analytics | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |

---

## 🎨 Dashboard Designs

### Client Dashboard
- **Color:** Purple gradient (#667eea → #764ba2)
- **Layout:** Sidebar + Main content
- **Stats:** 4 cards
- **Tables:** Recent leads, Recent projects

### Admin Dashboard
- **Color:** Blue gradient (#1e3a8a → #3b82f6)
- **Layout:** Sidebar + Main content
- **Stats:** 8 cards with color coding
- **Sections:** Quick actions, Recent leads, Activity feed, Recent projects, Pending payments

### Staff Dashboards (CRM, Lead Manager, PM, Employee)
- **Color:** Blue gradient
- **Layout:** Sidebar + Main content
- **Stats:** Role-specific metrics
- **Tables:** Role-specific data

---

## 🔗 Navigation Links

### Homepage Links:
- Client Login
- Staff Login
- Register

### Client Dashboard Sidebar:
- Dashboard
- My Leads
- My Projects
- Browse Services
- Payments
- Logout

### Admin Dashboard Sidebar:
- Dashboard
- Leads (Django admin)
- Projects (Django admin)
- Payments (Django admin)
- Services (Django admin)
- Users (Django admin)
- Activity Log (Django admin)
- Django Admin
- Logout

---

## 📝 Testing Checklist

### Test Admin Dashboard:
- [ ] Login as superuser at `/staff/login/`
- [ ] Verify redirect to `/admin/dashboard/`
- [ ] Check all 8 stat cards display correctly
- [ ] Verify quick action buttons work
- [ ] Check recent leads table
- [ ] Check recent projects table
- [ ] Check pending payments table
- [ ] Test sidebar navigation links
- [ ] Test logout

### Test Client Dashboard:
- [ ] Register new client at `/client/register/`
- [ ] Verify auto-login to dashboard
- [ ] Check stats cards
- [ ] Submit contact form with same email
- [ ] Verify lead appears in "My Leads"
- [ ] Create service in admin
- [ ] Purchase service as client
- [ ] Verify project appears in "My Projects"
- [ ] Submit payment
- [ ] Check payment status

---

## 🎯 Summary

**Total Dashboards:** 8
- 1 Django Admin (superuser)
- 1 Client Dashboard (self-registered)
- 1 Admin Dashboard (CRM admin)
- 1 CRM Dashboard
- 1 Lead Manager Dashboard
- 1 Project Manager Dashboard
- 1 Employee Dashboard
- 1 Generic Staff Dashboard (fallback)

**All dashboards are:**
- ✅ Fully responsive
- ✅ Modern design
- ✅ Role-based access
- ✅ Sidebar navigation
- ✅ Stats cards
- ✅ Data tables
- ✅ Quick actions

**Ready to use!** Start the server and access any dashboard based on your role.
