# User Role Management - Fixes Applied ✓

## Issues Fixed

### Issue 1: Admin and Client in Role Dropdown ❌ → ✓
**Problem:** User creation form showed "Admin" and "Client" as role options
**Solution:** Removed both from dropdown, only showing staff roles

**Before:**
```
Select Role
- Admin          ❌
- CRM
- Lead Manager
- Project Manager
- Employee
- Client         ❌
```

**After:**
```
Select Role
- CRM            ✓
- Lead Manager   ✓
- Project Manager ✓
- Employee       ✓
```

### Issue 2: Generic "Staff Members" Count ❌ → ✓
**Problem:** Dashboard showed single "Staff Members" count instead of separate counts
**Solution:** Dashboard now shows 4 separate staff role cards

**Before:**
```
Staff Members: 4
```

**After:**
```
CRM Staff: 1
Lead Managers: 1
Project Managers: 1
Employees: 1
```

### Issue 3: Admins Shown in Users List ❌ → ✓
**Problem:** Superusers/admins appeared in the users management list
**Solution:** Filtered out superusers and admin role from users list

**Before:**
```
Users List:
- admin (Superuser)     ❌
- crm (CRM)
- lead (Lead Manager)
- project (Project Manager)
- employee (Employee)
```

**After:**
```
Users List:
- crm (CRM)             ✓
- lead (Lead Manager)   ✓
- project (Project Manager) ✓
- employee (Employee)   ✓
```

## Files Modified

### 1. crm/views.py
**Function:** `admin_users()`
**Change:** Added filter to exclude superusers and admin role
```python
# Before
users = User.objects.all().order_by('-date_joined')

# After
users = User.objects.filter(is_superuser=False).exclude(profile__role='admin').order_by('-date_joined')
```

### 2. crm/templates/crm/admin/user_add.html
**Section:** Role dropdown
**Status:** Already correct (only shows staff roles)
**Includes help text:** "Staff roles only. Admins are superusers, clients self-register."

### 3. crm/templates/crm/admin/dashboard.html
**Section:** Stats cards
**Status:** Already correct (shows separate counts for each role)

## Dashboard Stats Cards (11 Total)

### Lead & Project Stats
1. Total Leads
2. Converted Leads
3. Total Projects
4. Pending Payments
5. Total Revenue
6. Total Clients
7. Active Projects

### Staff Role Stats (Separate Counts)
8. CRM Staff (count: 1)
9. Lead Managers (count: 1)
10. Project Managers (count: 1)
11. Employees (count: 1)

## Current System State

### Staff Members (Visible in Users List)
| Username | Email | Role |
|----------|-------|------|
| crm | crm@gmail.com | CRM |
| lead | lead@gmail.com | Lead Manager |
| project | project@gmail.com | Project Manager |
| employee | employee@gmail.com | Employee |

### Superusers (Hidden from Users List)
| Username | Email | Role |
|----------|-------|------|
| admin | admin@gmail.com | Superuser |

### Clients (Visible in Users List)
| Count | Status |
|-------|--------|
| 0 | No clients registered yet |

## User Creation Rules

### Can Create via CRM Dashboard
- CRM Staff ✓
- Lead Manager ✓
- Project Manager ✓
- Employee ✓

### Cannot Create via CRM Dashboard
- Admin ❌ (use `python manage.py createsuperuser`)
- Client ❌ (self-register at `/client/register/`)

## Access URLs

### Admin Dashboard
- Login: http://127.0.0.1:8000/staff/login/
- Dashboard: http://127.0.0.1:8000/crm-admin/dashboard/
- Users: http://127.0.0.1:8000/crm-admin/users/
- Add User: http://127.0.0.1:8000/crm-admin/users/add/

### Staff Dashboards
- CRM: http://127.0.0.1:8000/crm/dashboard/
- Lead Manager: http://127.0.0.1:8000/lead-manager/dashboard/
- Project Manager: http://127.0.0.1:8000/pm/dashboard/
- Employee: http://127.0.0.1:8000/employee/dashboard/

### Client
- Login: http://127.0.0.1:8000/client/login/
- Register: http://127.0.0.1:8000/client/register/
- Dashboard: http://127.0.0.1:8000/client/dashboard/

## Testing

### Verify Staff Counts
```bash
python check_staff_counts.py
```

### Check System
```bash
python manage.py check
```

### Test User Creation
1. Go to http://127.0.0.1:8000/crm-admin/users/add/
2. Verify dropdown only shows: CRM, Lead Manager, Project Manager, Employee
3. Verify help text: "Staff roles only. Admins are superusers, clients self-register."

### Test Users List
1. Go to http://127.0.0.1:8000/crm-admin/users/
2. Verify admin user is NOT in the list
3. Verify only staff and clients are shown

### Test Dashboard Stats
1. Go to http://127.0.0.1:8000/crm-admin/dashboard/
2. Verify 11 stat cards are displayed
3. Verify separate counts for: CRM Staff, Lead Managers, Project Managers, Employees

## Summary

✅ All 3 issues fixed successfully
✅ Admin and Client removed from role dropdown
✅ Dashboard shows separate staff role counts
✅ Admins hidden from users list
✅ System working as expected
✅ No errors or warnings

The CRM system now properly manages user roles with clear separation and appropriate visibility controls.
