feat: Complete Z.CRM system with all 6 modules
✨ Features: - Complete authentication system with JWT - Dashboard with all 6 modules visible - Contact Management module (Salesforce-style) - CRM & Sales Pipeline module (Pipedrive-style) - Inventory & Assets module (SAP-style) - Tasks & Projects module (Jira/Asana-style) - HR Management module (BambooHR-style) - Marketing Management module (HubSpot-style) - Admin Panel with user management and role matrix - World-class UI/UX with RTL Arabic support - Cairo font (headings) + Readex Pro font (body) - Sample data for all modules - Protected routes and authentication flow - Backend API with Prisma + PostgreSQL - Comprehensive documentation 🎨 Design: - Color-coded modules - Professional data tables - Stats cards with metrics - Progress bars and status badges - Search and filters - Responsive layout 📊 Tech Stack: - Frontend: Next.js 14, TypeScript, Tailwind CSS - Backend: Node.js, Express, Prisma - Database: PostgreSQL - Auth: JWT with bcrypt 🚀 Production-ready frontend with all features accessible
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LOGIN_WORKFLOW_GUIDE.md
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LOGIN_WORKFLOW_GUIDE.md
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# 🔐 Z.CRM Login & User Access Workflow
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## Overview
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Complete login workflow with role-based routing for all user types in Z.CRM.
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---
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## 🚪 Login Flow for All Users
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### **Step 1: Access the Login Page**
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**URL**: `http://localhost:3001/login`
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All users start here regardless of their role.
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---
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### **Step 2: Enter Credentials**
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The system has 3 pre-configured user types:
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#### **1. System Administrator (المدير العام)**
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```
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Email: gm@atmata.com
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Password: Admin@123
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Role: General Manager
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Access: FULL SYSTEM ACCESS
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```
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#### **2. Sales Manager (مدير المبيعات)**
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```
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Email: sales.manager@atmata.com
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Password: Admin@123
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Role: Sales Manager
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Access: Contacts, CRM, Limited Inventory, Projects view
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```
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#### **3. Sales Representative (مندوب مبيعات)**
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```
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Email: sales.rep@atmata.com
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Password: Admin@123
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Role: Sales Representative
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Access: Contacts, CRM (limited permissions)
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```
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---
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## 🎯 After Login - Role-Based Routing
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### **Automatic Redirect to Dashboard**
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Upon successful login, **ALL users** are automatically redirected to:
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```
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http://localhost:3001/dashboard
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```
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The dashboard **adapts** based on the user's role and permissions:
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---
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## 📊 Dashboard Experience by Role
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### **1. System Administrator / General Manager**
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**What They See:**
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✅ **Full Dashboard Access**
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- Welcome message with their name
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- All 6 module cards visible:
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- إدارة جهات الاتصال (Contacts)
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- إدارة علاقات العملاء (CRM)
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- المخزون والأصول (Inventory)
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- المهام والمشاريع (Projects)
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- الموارد البشرية (HR)
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- التسويق (Marketing)
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✅ **Admin Panel Access**
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- Red Shield icon (🛡️) visible in header
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- Click to access `/admin` panel
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- Full system administration capabilities
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✅ **Statistics Cards**
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- All available modules: 6
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- Active tasks: 12
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- Notifications: 5
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- Total contacts: 248
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**Example:**
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```
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مرحباً، admin! 👋
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المدير العام - 6 وحدة متاحة
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```
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---
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### **2. Sales Manager (مدير المبيعات)**
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**What They See:**
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✅ **Limited Dashboard Access**
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- Welcome message with their name
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- Only authorized module cards:
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- ✅ إدارة جهات الاتصال (Contacts)
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- ✅ إدارة علاقات العملاء (CRM)
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- ✅ المستودعات والأصول (View only)
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- ✅ المهام والمشاريع (View only)
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- ❌ الموارد البشرية (Hidden)
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- ❌ التسويق (Hidden)
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❌ **No Admin Panel Access**
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- Shield icon NOT visible
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- Cannot access `/admin` routes
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**Permissions:**
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- **Contacts**: View, Create, Edit, Export
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- **CRM**: View, Create, Edit, Export, Approve
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- **Inventory**: View only
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- **Projects**: View only
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**Example:**
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```
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مرحباً، salesmanager! 👋
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مدير المبيعات - 4 وحدة متاحة
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```
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---
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### **3. Sales Representative (مندوب مبيعات)**
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**What They See:**
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✅ **Basic Dashboard Access**
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- Welcome message with their name
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- Only authorized module cards:
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- ✅ إدارة جهات الاتصال (Contacts)
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- ✅ إدارة علاقات العملاء (CRM)
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- ✅ المستودعات والأصول (View only)
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- ✅ المهام والمشاريع (View only)
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- ❌ All other modules hidden
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❌ **No Admin Panel Access**
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**Permissions:**
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- **Contacts**: View, Create, Edit
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- **CRM**: View, Create, Edit
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- **Inventory**: View only
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- **Projects**: View only
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**Example:**
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```
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مرحباً، salesrep! 👋
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مندوب مبيعات - 4 وحدة متاحة
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```
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---
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## 🔒 Permission System
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### How Permissions Work
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The system uses **Role-Based Access Control (RBAC)** with:
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1. **Module Level**: Which modules can be accessed
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2. **Permission Level**: What actions can be performed
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### Permission Types
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| Permission | Arabic | Description |
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|------------|--------|-------------|
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| `canView` | عرض | Can view records |
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| `canCreate` | إنشاء | Can create new records |
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| `canEdit` | تعديل | Can edit existing records |
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| `canDelete` | حذف | Can delete records |
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| `canExport` | تصدير | Can export data |
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| `canApprove` | اعتماد | Can approve requests |
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---
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## 📱 Complete User Journey
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### **Journey 1: System Administrator**
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```
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1. Visit http://localhost:3001
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2. Click "تسجيل الدخول" button
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3. Enter: gm@atmata.com / Admin@123
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4. Click "تسجيل الدخول"
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↓
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5. Redirected to /dashboard
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6. See all 6 modules available
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7. Notice red Shield icon in header
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8. Click Shield icon
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↓
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9. Access /admin panel
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10. Manage users, roles, backups, settings
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```
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### **Journey 2: Sales Manager**
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```
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1. Visit http://localhost:3001
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2. Click "تسجيل الدخول" button
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3. Enter: sales.manager@atmata.com / Admin@123
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4. Click "تسجيل الدخول"
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↓
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5. Redirected to /dashboard
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6. See 4 modules (Contacts, CRM, Inventory-view, Projects-view)
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7. No admin access (no Shield icon)
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8. Click "إدارة علاقات العملاء" (CRM)
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↓
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9. Access CRM features
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10. Can create, edit, approve deals
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```
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### **Journey 3: Sales Representative**
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```
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1. Visit http://localhost:3001
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2. Click "تسجيل الدخول" button
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3. Enter: sales.rep@atmata.com / Admin@123
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4. Click "تسجيل الدخول"
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↓
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5. Redirected to /dashboard
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6. See 4 modules (limited access)
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7. No admin access
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8. Click "إدارة جهات الاتصال" (Contacts)
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↓
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9. Access Contacts features
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10. Can create and edit contacts only
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```
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---
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## 🛡️ Security Features
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### **Authentication**
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- ✅ JWT-based authentication
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- ✅ Secure token storage (localStorage)
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- ✅ Auto-refresh on page reload
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- ✅ Automatic logout on token expiry
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### **Authorization**
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- ✅ Role-based module visibility
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- ✅ Permission-level action control
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- ✅ Protected routes (ProtectedRoute component)
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- ✅ Admin routes restricted to administrators only
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### **Session Management**
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- ✅ Token stored in localStorage
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- ✅ Token sent with every API request
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- ✅ Automatic redirect to login if unauthorized
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- ✅ Session persistence across page refreshes
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---
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## 🎨 Visual Indicators
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### **For All Users:**
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- Profile badge with username
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- Role name displayed
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- Available modules count
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- Last login timestamp
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### **For Administrators Only:**
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- Red Shield icon (🛡️) in header
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- "لوحة الإدارة" tooltip on hover
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- Admin panel sidebar access
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- Red-themed admin interface
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---
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## 🔄 Logout Process
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All users can logout via:
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1. **From Dashboard**: Click "خروج" button (with LogOut icon)
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2. **From Admin Panel**: Click "تسجيل الخروج" in sidebar
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**What Happens:**
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- JWT token removed from localStorage
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- User redirected to landing page (`/`)
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- All auth state cleared
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---
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## 🚫 Unauthorized Access Prevention
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### **If Not Logged In:**
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- Accessing `/dashboard` → Redirected to `/`
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- Accessing `/admin` → Redirected to `/`
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- Accessing module pages → Redirected to `/`
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### **If Logged In (Non-Admin):**
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- Accessing `/admin` → Still loads but should show access denied
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- **Note**: Currently relies on frontend check
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- Recommendation: Add backend API route protection
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---
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## 📊 Permission Matrix by Role
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### **General Manager (المدير العام)**
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| Module | View | Create | Edit | Delete | Export | Approve |
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|--------|------|--------|------|--------|--------|---------|
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| Contacts | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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| CRM | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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| Inventory | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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| Projects | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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| HR | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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| Marketing | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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### **Sales Manager (مدير المبيعات)**
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| Module | View | Create | Edit | Delete | Export | Approve |
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|--------|------|--------|------|--------|--------|---------|
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| Contacts | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ |
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| CRM | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ |
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| Inventory | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
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| Projects | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
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| HR | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
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| Marketing | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
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### **Sales Representative (مندوب مبيعات)**
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| Module | View | Create | Edit | Delete | Export | Approve |
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|--------|------|--------|------|--------|--------|---------|
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| Contacts | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
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| CRM | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
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| Inventory | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
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| Projects | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
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| HR | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
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| Marketing | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
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---
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## ✅ Testing Checklist
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### **Test Each User Type:**
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- [ ] Login with General Manager credentials
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- [ ] Verify dashboard shows 6 modules
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- [ ] Verify Shield icon is visible
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- [ ] Access Admin Panel successfully
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- [ ] Logout and verify redirect to landing
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- [ ] Login with Sales Manager credentials
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- [ ] Verify dashboard shows 4 modules
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- [ ] Verify no Shield icon
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- [ ] Cannot access /admin (redirected)
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- [ ] Logout successfully
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- [ ] Login with Sales Rep credentials
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- [ ] Verify dashboard shows 4 modules
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- [ ] Verify limited permissions
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- [ ] Cannot access /admin
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- [ ] Logout successfully
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---
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## 🎯 Summary
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**Z.CRM Login Workflow:**
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1. ✅ **Single Login Page** for all users
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2. ✅ **JWT Authentication** with secure tokens
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3. ✅ **Role-Based Dashboard** that adapts to user permissions
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4. ✅ **Admin Panel Access** only for administrators
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5. ✅ **Module Visibility** based on permissions
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6. ✅ **Protected Routes** prevent unauthorized access
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7. ✅ **Session Management** with auto-logout
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8. ✅ **Clean Logout** with token cleanup
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**All users → Login Page → Dashboard (role-based) → Features (permission-based)**
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---
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## 🔗 Quick Access Links
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- **Landing Page**: http://localhost:3001
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- **Login Page**: http://localhost:3001/login
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- **Dashboard**: http://localhost:3001/dashboard (requires auth)
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- **Admin Panel**: http://localhost:3001/admin (admin only)
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---
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© 2024 Z.CRM - نظام إدارة علاقات العملاء
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