## Employee Dashboard - Complete Implementation

## Overview
Employees can now view their assigned tasks, update task status, and track their work progress.

## Dashboard Features

### Statistics Cards
1. **Assigned Tasks** - Total tasks assigned to the employee
2. **Pending Tasks** - Tasks not started yet
3. **In Progress** - Tasks currently being worked on
4. **Completed** - Successfully finished tasks

### Task Display
- Card-based layout for each task
- Color-coded left border by status:
  - Blue: Pending
  - Orange: In Progress
  - Green: Completed
- Hover effects for better UX

### Task Information Shown
- Task title
- Project name
- Description (truncated to 30 words)
- Status badge (color-coded)
- Priority badge (Low/Medium/High)
- Assigned by (Project Manager name)
- Due date
- Created date

### Task Actions

**For Pending Tasks:**
- "Start Task" button → Changes status to "In Progress"

**For In Progress Tasks:**
- "Mark Complete" button → Changes status to "Completed"

**For Completed Tasks:**
- Shows completion date
- No action buttons (task is done)

**All Tasks:**
- "View Details" button (coming soon)

### Filtering
- Filter tabs: All Tasks, Pending, In Progress, Completed
- JavaScript-based instant filtering
- Active tab highlighted in green

## Access Information

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

### Test Credentials
- **Username**: `employee`
- **Password**: `employee123`

### Current Status
- ✓ Template created at `crm/templates/crm/employee/dashboard.html`
- ✓ View functions exist in `crm/views.py`
- ✓ URL routes configured in `crm/urls.py`
- ✓ Role-based redirect working from staff login
- ✓ 1 task currently assigned to employee

## Design
- Green gradient theme (distinguishes from other roles)
- Consistent with other dashboards
- Card-based task layout
- Fully responsive
- Font Awesome icons throughout

## Technical Implementation

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

### Files Modified
1. `crm/views.py` - Added `employee_update_task_status()` function
2. `crm/urls.py` - Added route for task status update

### View Functions

#### employee_dashboard
```python
@login_required
def employee_dashboard(request):
    """Employee dashboard"""
    user = request.user
    
    if not hasattr(user, 'profile') or user.profile.role != 'employee':
        return redirect('staff_login')
    
    # Get assigned tasks
    tasks = Task.objects.filter(assigned_to=user).order_by('-created_at')
    
    # Statistics
    stats = {
        'assigned_tasks': tasks.count(),
        'completed_tasks': tasks.filter(status='completed').count(),
        'in_progress_tasks': tasks.filter(status='in_progress').count(),
        'pending_tasks': tasks.filter(status='pending').count()
    }
    
    context = {
        'user': user,
        'tasks': tasks,
        'stats': stats
    }
    
    return render(request, 'crm/employee/dashboard.html', context)
```

#### employee_update_task_status
```python
@login_required
@require_http_methods(["POST"])
def employee_update_task_status(request, task_id):
    """Employee update task status"""
    user = request.user
    
    if not hasattr(user, 'profile') or user.profile.role != 'employee':
        return redirect('staff_login')
    
    task = get_object_or_404(Task, task_id=task_id, assigned_to=user)
    new_status = request.POST.get('status')
    
    if new_status in ['pending', 'in_progress', 'completed']:
        old_status = task.get_status_display()
        task.status = new_status
        
        # Set completed_at timestamp if marking as completed
        if new_status == 'completed':
            task.completed_at = timezone.now()
        
        task.save()
        
        # Notify Project Manager
        if task.project.project_manager:
            Notification.objects.create(
                user=task.project.project_manager,
                title='Task Status Updated',
                message=f'{user.get_full_name()} updated task "{task.title}" to {task.get_status_display()}',
                type='project_assigned',
                link=f'/pm/projects/{task.project.project_id}/'
            )
        
        # Log activity
        ActivityLog.objects.create(
            user=user,
            action='Task Status Updated',
            model_name='Task',
            object_id=str(task.task_id),
            description=f'Task status changed from {old_status} to {task.get_status_display()}'
        )
    
    return redirect('employee_dashboard')
```

## Workflow Integration

### Task Lifecycle from Employee Perspective
```
Task Assigned → Pending → Start Task → In Progress → Mark Complete → Completed
                  ↓           ↓                          ↓
              Blue Card   Orange Card              Green Card
```

### Notifications
- **Project Manager receives notification** when employee updates task status
- Notification message: "[Employee Name] updated task '[Task Title]' to [New Status]"
- Includes link to project detail page

### Activity Logging
- Action: "Task Status Updated"
- Description: "Task status changed from [Old Status] to [New Status]"
- Logged by: Employee who updated the status

## Current Assignment
- Employee: "Employee 1"
- Assigned Tasks: 1
- Task: "Create title"
- Project: "Project for test test"
- Status: Pending
- Priority: High
- Due Date: Feb 18, 2026

## Testing

### Test Steps
1. Login as Employee at `/crm/staff/login/`
   - Username: `employee`
   - Password: `employee123`
2. Should auto-redirect to `/employee/dashboard/`
3. Verify statistics show correct counts
4. Verify task card displays correctly
5. Click "Start Task" button
6. Verify status changes to "In Progress"
7. Verify "Mark Complete" button appears
8. Click "Mark Complete"
9. Verify status changes to "Completed"
10. Verify completion date displays

### Expected Results
- ✓ Dashboard loads without errors
- ✓ Shows 1 assigned task
- ✓ Statistics cards show correct counts
- ✓ Task card displays all information
- ✓ "Start Task" button works
- ✓ "Mark Complete" button works
- ✓ Status updates immediately
- ✓ PM receives notification
- ✓ Activity log created
- ✓ Green theme applied
- ✓ Responsive on mobile

## Impact on Other Dashboards

### Project Manager Dashboard
- When employee updates task status, PM sees updated progress bar
- PM receives notification of status change
- Project completion percentage updates automatically

### Example:
- Project has 3 tasks
- Employee completes 1 task
- PM's project detail page shows:
  - Progress bar: 33% (was 0%)
  - Completed tasks: 1 (was 0%)
  - Notification: "Employee 1 updated task 'Create title' to Completed"

## Security
- Login required
- Role verification (must be Employee)
- Can only view and update their own assigned tasks
- 404 error if trying to access other employee's tasks

## Next Steps

### Immediate
- [ ] Create task detail page for employees
- [ ] Add task comments/notes
- [ ] Add file upload for task deliverables
- [ ] Add time tracking

### Future Enhancements
- [ ] Task priority sorting
- [ ] Due date reminders
- [ ] Task search functionality
- [ ] Task history/timeline
- [ ] Bulk status updates
- [ ] Task templates
- [ ] Performance metrics
- [ ] Task dependencies
- [ ] Subtasks
- [ ] Task labels/tags

## Role Hierarchy
```
Admin
  ├── Lead Manager
  ├── CRM Staff
  ├── Project Manager
  │   └── Creates tasks
  │       └── Assigns to Employees
  │
  └── Employee
      └── Executes tasks
          └── Updates status
              └── Notifies PM
```

## Complete Workflow
```
1. PM creates task in project
2. PM assigns task to Employee
3. Employee receives notification
4. Employee logs in to dashboard
5. Employee sees task in "Pending" section
6. Employee clicks "Start Task"
7. Task moves to "In Progress"
8. PM sees progress bar update
9. Employee completes work
10. Employee clicks "Mark Complete"
11. Task moves to "Completed"
12. PM receives notification
13. PM sees progress bar update (e.g., 33% → 66%)
14. Project completion tracked
```

## Status
✅ **COMPLETE** - Employee dashboard is fully functional with task management capabilities.

## Related Documentation
- `TASK_CREATION_COMPLETE.md` - How PMs create tasks
- `PROJECT_PROGRESS_BAR_COMPLETE.md` - How progress is calculated
- `PM_PROJECT_DETAIL_COMPLETE.md` - PM project view
- `CRM_SYSTEM_ARCHITECTURE.md` - Overall system design
