# Client Approval Process Implementation

## Summary
Implemented an approval process for new client registrations where clients must be approved by administrators before being added to the client list.

## Features Added

### 1. Client Approval Views (`users/views.py`)
- **`pending_clients(request)`** - Lists all clients with status 'pending_approval'
- **`approve_client(request, client_id)`** - Approves a pending client and changes status to 'active'
- **`reject_client(request, client_id)`** - Rejects a pending client with required rejection reason
- **`bulk_approve_clients(request)`** - Bulk approves multiple pending clients at once

### 2. URL Routes (`users/urls.py`)
- `/users/clients/pending/` - Pending clients list (admin only)
- `/users/clients/<client_id>/approve/` - Approve client
- `/users/clients/<client_id>/reject/` - Reject client
- `/users/clients/bulk-approve/` - Bulk approve clients

### 3. Templates
- **`pending_clients.html`** - Custom template for reviewing and approving pending clients
  - Search functionality
  - Individual approve/reject actions
  - Bulk approve checkbox selection
  - Modal dialogs for approval and rejection
  - Pagination support
  - Audit logging for all approval/rejection actions

### 4. Navigation Updates (`templates/base.html`)
- Added "Clients" submenu in sidebar
- "All Clients" link
- "Pending Approvals" link (admin only)
- Shows badge count for pending clients (future enhancement)

## Workflow

### Client Registration Process
1. When a new client registers via `client_create` view, they are automatically set to status `'pending_approval'`
2. The client is saved with basic information but is not immediately active
3. An audit log entry is created

### Admin Approval Process
1. **Admin Login**: Admin users can access the "Pending Approvals" page from the sidebar
2. **Review Pending Clients**: View all clients awaiting approval with their details
3. **Approve Client**: 
   - Click "Approve" button on a client
   - Optional: Add approval notes
   - Client status changes to 'active'
   - Client becomes verified
   - Audit log entry created
   - Optional notification sent to client
4. **Reject Client**:
   - Click "Reject" button on a client
   - Required: Provide rejection reason
   - Client status changes to 'inactive'
   - Audit log entry created
   - Notification sent to client with reason
5. **Bulk Approve**: Select multiple clients and approve them at once

## Status Management

The system uses the existing status field on CustomUser model:
- `pending_approval` - Client registered but not yet approved
- `active` - Client approved and active
- `inactive` - Client rejected or inactive
- `suspended` - Client suspended
- `blacklisted` - Client blacklisted

## Permissions

- **View Pending Clients**: Admin and superuser only (`@admin_required` decorator)
- **Approve/Reject**: Admin and superuser only (`@admin_required` decorator)
- **Bulk Approve**: Admin and superuser only (`@admin_required` decorator)

## Audit Trail

All approval and rejection actions are logged:
- Action type: 'approve' or 'reject'
- User who performed the action
- Timestamp
- Description including client name
- Rejection reason (if applicable)

## Notifications

Clients receive notifications when:
- Their registration is approved (optional message)
- Their registration is rejected (required with reason)

## Database Changes

No database migrations required - uses existing fields:
- `status` field (already exists)
- `is_active` field (already exists)
- `is_verified` field (already exists)
- `verification_date` field (already exists)
- `verified_by` field (already exists)

## Future Enhancements

Possible improvements:
1. Add pending count badge in navigation
2. Email notifications on approval/rejection
3. Multi-level approval workflow (e.g., team leader -> admin)
4. Approval queue dashboard with statistics
5. Automated approval based on certain criteria (KYC verification, documents uploaded, etc.)

