# Client ID Verification System - Complete Implementation

## Overview
Implemented a complete client ID verification system where clients can upload ID proofs and admins can approve or reject them.

## Features Implemented

### 1. Client Profile Page (Already Completed)
- **Location**: `http://127.0.0.1:8000/client/profile/`
- Modern two-column layout with profile card
- Three separate forms:
  - Personal Information Update
  - Change Password
  - Account Verification (ID Proof Upload)
- Drag-and-drop file upload with preview
- Real-time validation (5MB file size limit)
- Verification status badge display

### 2. Admin Dashboard - Verification Requests Section
- **Location**: `http://127.0.0.1:8000/crm-admin/dashboard/`
- New "Pending ID Verifications" section added after "Pending Payments"
- Shows count of pending verifications in stats
- Table displays:
  - Client Name
  - Email
  - Phone
  - Upload Date/Time
  - Review Action Button
- Direct link to user edit page for verification

### 3. Admin User Edit Page - Verification UI
- **Location**: `http://127.0.0.1:8000/crm-admin/users/{user_id}/edit/`
- New "Account Verification" section for client users with ID proofs
- Displays:
  - Verification status badge (Pending/Verified/Rejected)
  - Upload date and time
  - View ID Proof button (opens in new tab)
  - Action buttons based on status
- **For Pending Status**:
  - "Approve Verification" button (green)
  - "Reject Verification" button (red)
- **For Approved Status**:
  - Shows who verified and when
  - Green success message
- **For Rejected Status**:
  - Shows who rejected and when
  - Displays rejection reason
  - "Update Rejection Reason" button

### 4. Rejection Modal
- Clean modal popup for entering rejection reason
- Required text area for rejection notes
- Cancel and Reject buttons
- Click outside to close
- Form validation

### 5. Backend Functions

#### `admin_verify_client(request, user_id)`
- Approves client ID verification
- Updates verification status to 'approved'
- Records admin who verified and timestamp
- Clears any previous rejection notes
- Sends notification to client
- Logs activity
- Redirects back to user edit page

#### `admin_reject_verification(request, user_id)`
- Rejects client ID verification
- Updates verification status to 'rejected'
- Records admin who rejected and timestamp
- Saves rejection reason/notes
- Sends notification to client with reason
- Logs activity with reason
- Redirects back to user edit page

### 6. URL Routes Added
```python
path('crm-admin/users/<int:user_id>/verify/', views.admin_verify_client, name='admin_verify_client')
path('crm-admin/users/<int:user_id>/reject-verification/', views.admin_reject_verification, name='admin_reject_verification')
```

### 7. Notifications
- **Client Upload**: Notifies all admins when ID proof is uploaded
- **Approval**: Notifies client when verification is approved
- **Rejection**: Notifies client with rejection reason

### 8. Activity Logging
- ID proof uploads logged
- Verification approvals logged
- Verification rejections logged with reason

## Database Fields (Already Migrated)
- `verification_status`: Choice field (not_submitted, pending, approved, rejected)
- `id_proof`: FileField for ID document
- `id_proof_uploaded_at`: DateTime of upload
- `verified_by`: ForeignKey to admin who verified
- `verified_at`: DateTime of verification
- `verification_notes`: TextField for rejection reasons

## Workflow

### Client Side:
1. Client logs in and goes to profile
2. Uploads ID proof in Account Verification section
3. Status changes to "Pending Review"
4. Receives notification when admin approves/rejects

### Admin Side:
1. Admin sees pending verification count on dashboard
2. Views pending verifications table
3. Clicks "Review" to go to user edit page
4. Views ID proof document
5. Either:
   - Clicks "Approve Verification" → Client verified
   - Clicks "Reject Verification" → Enters reason → Client notified

## Testing

Run the test script:
```bash
python test_verification_system.py
```

## Files Modified

1. **crm/views.py**
   - Added `admin_verify_client()` function
   - Added `admin_reject_verification()` function
   - Updated `admin_dashboard()` to include pending_verifications

2. **crm/templates/crm/admin/dashboard.html**
   - Added "Pending ID Verifications" section

3. **crm/templates/crm/admin/user_edit.html**
   - Added verification status display
   - Added ID proof view button
   - Added approve/reject buttons
   - Added rejection modal
   - Added JavaScript for modal handling
   - Added CSS for verification badges

4. **crm/urls.py**
   - Added verification URL routes

5. **crm/templates/crm/client/profile.html** (Already completed)
   - ID upload form with drag-and-drop

## Security Features
- Only admins can verify/reject
- File size validation (5MB limit)
- CSRF protection on all forms
- Activity logging for audit trail
- Notifications for transparency

## UI/UX Features
- Color-coded status badges
- Modal for rejection (better UX than inline form)
- Direct link to view ID proof in new tab
- Responsive design
- Clear action buttons
- Informative messages

## Status
✅ COMPLETE - All features implemented and tested

## Next Steps (Optional Enhancements)
- Add email notifications (requires email configuration)
- Add file type validation (only images/PDFs)
- Add image preview in admin panel
- Add bulk verification actions
- Add verification history log
