# CRM Project Manager Assignment Feature

## Overview
CRM staff can now assign Project Managers to their projects directly from the project detail page.

## Feature Details

### Location
- **URL**: `/crm/projects/<project_id>/`
- **Access**: CRM Staff only

### Functionality
1. **View Project Manager Assignment**
   - Project detail page shows current Project Manager (if assigned)
   - Displays "Not assigned" if no PM is assigned

2. **Assign Project Manager Button**
   - Visible only when no Project Manager is assigned
   - Opens a modal with dropdown of available Project Managers
   - Located in the Project Information section header

3. **Assignment Process**
   - CRM staff clicks "Assign Project Manager" button
   - Modal opens with list of all Project Managers
   - Select PM from dropdown and click "Assign"
   - System creates notification for the assigned PM
   - Activity log records the assignment
   - Page refreshes showing the assigned PM

### Workflow
```
CRM Dashboard → View Project → Assign Project Manager → Select PM → Confirm
```

### Notifications
- Project Manager receives notification: "You have been assigned a new project: [Project Title]"
- Notification includes link to project detail page (for PM dashboard)

### Activity Logging
- Action: "Project Manager Assigned"
- Description: "Project Manager assigned: [PM Name]"
- Logged by: CRM Staff who made the assignment

## Technical Implementation

### Files Modified
1. **crm/templates/crm/crm/project_detail.html**
   - Added Project Manager field to info grid
   - Added "Assign Project Manager" button
   - Added assignment modal with form

2. **crm/views.py**
   - Updated `crm_project_detail()` to include project_managers list
   - Added `crm_assign_pm()` function to handle assignment

3. **crm/urls.py**
   - Added route: `/crm/projects/<uuid:project_id>/assign-pm/`

### Database Changes
- No migration needed (project_manager field already exists in Project model)

## Testing

### Test Credentials
- **CRM Staff**: username: `crm`, password: `crm123`
- **Project Manager**: username: `project`, password: `project123`

### Test Steps
1. Login as CRM staff at `/crm/staff/login/`
2. Navigate to CRM Dashboard
3. Click "View" on any project
4. Click "Assign Project Manager" button
5. Select a Project Manager from dropdown
6. Click "Assign"
7. Verify PM name appears in Project Information
8. Verify button disappears after assignment

### Expected Results
- ✓ Button only visible when PM not assigned
- ✓ Modal opens with list of Project Managers
- ✓ Assignment saves successfully
- ✓ PM receives notification
- ✓ Activity log created
- ✓ Page shows assigned PM name

## Next Steps
- Implement Project Manager dashboard
- Add project management features for PM role
- Add ability to reassign or remove PM
- Add PM performance metrics

## Related Files
- `crm/models.py` - Project model with project_manager field
- `crm/templates/crm/crm/dashboard.html` - CRM dashboard
- `CRM_SYSTEM_ARCHITECTURE.md` - Overall system design
- `LEAD_ASSIGNMENT_SYSTEM.md` - Lead assignment workflow
