# Platform Integration Summary ## What We've Completed ### ✅ Backend (Django) 1. **Created Platform App** (`smoothschedule/platform/`) - `apps.py` - App configuration - `serializers.py` - TenantSerializer, PlatformUserSerializer, PlatformMetricsSerializer - `permissions.py` - IsPlatformAdmin, IsPlatformUser - `views.py` - TenantViewSet, PlatformUserViewSet - `urls.py` - URL routing 2. **API Endpoints Created** - `GET /api/platform/businesses/` - List all tenants - `GET /api/platform/businesses/{id}/` - Get specific tenant - `GET /api/platform/businesses/metrics/` - Get platform metrics - `GET /api/platform/users/` - List all users - `GET /api/platform/users/{id}/` - Get specific user 3. **Configuration Updates** - Added `platform` to `INSTALLED_APPS` in `config/settings/base.py` - Added platform URLs to `config/urls.py` ### ✅ Frontend (React) The frontend already has complete implementation from the tarball: 1. **Platform Pages** - `pages/platform/PlatformDashboard.tsx` - Metrics and charts - `pages/platform/PlatformBusinesses.tsx` - Tenant list with masquerade - `pages/platform/PlatformUsers.tsx` - User management - `pages/platform/PlatformSupport.tsx` - Support tickets - `pages/platform/PlatformSettings.tsx` - Platform settings 2. **Routing** - Role-based access configured in `App.tsx` - Routes protected by user role (SUPERUSER, PLATFORM_MANAGER, etc.) 3. **API Integration** - `hooks/usePlatform.ts` - React Query hooks - `api/platform.ts` - API client functions ## Next Steps ### 1. Restart Django Server The Django server needs to be restarted to pick up the new `platform` app: ```bash # Stop the current server (Ctrl+C in the terminal) # Then restart it docker-compose -f docker-compose.local.yml restart django ``` ### 2. Test API Endpoints Once the server is restarted, test the endpoints: ```bash # List all tenants (requires authentication) curl -H "Authorization: Bearer YOUR_TOKEN" http://lvh.me:8000/api/platform/businesses/ # List all users curl -H "Authorization: Bearer YOUR_TOKEN" http://lvh.me:8000/api/platform/users/ ``` ### 3. Create Platform Admin User You need a user with platform admin role to access these endpoints: ```python # In Django shell from smoothschedule.users.models import User # Create or update a superuser user = User.objects.filter(username='admin').first() if user: user.role = User.Role.SUPERUSER user.is_staff = True user.is_superuser = True user.save() ``` ### 4. Test Frontend 1. Navigate to `http://platform.lvh.me:5173/` 2. Login with platform admin credentials 3. You should see: - Platform Dashboard with metrics - Businesses page showing all tenants - Users page showing all users - Support and Settings pages ## Known Limitations ### Need to Add Tenant Reference to User Model Currently, the `User` model doesn't have a direct reference to which `Tenant` they belong to. This is needed for: - Showing business name in user list - Filtering users by business - Getting accurate owner information **To fix:** Add a foreign key to `User` model: ```python # In smoothschedule/users/models.py from core.models import Tenant class User(AbstractUser): # ... existing fields ... tenant = models.ForeignKey( Tenant, on_delete=models.CASCADE, null=True, blank=True, related_name='users', help_text="Tenant this user belongs to (null for platform users)" ) ``` Then run migrations: ```bash python manage.py makemigrations python manage.py migrate ``` ## Architecture Notes ### Multi-Tenancy with django-tenants - **Public Schema**: Stores `Tenant` and `Domain` models - **Tenant Schemas**: Each tenant gets isolated PostgreSQL schema - **Platform API**: Operates on public schema to list all tenants - **User Model**: Stored in public schema (shared across tenants) ### Permission Model 1. **Platform Roles** (access all tenants): - `SUPERUSER` - Full access - `PLATFORM_MANAGER` - Manage tenants and users - `PLATFORM_SUPPORT` - View-only access - `PLATFORM_SALES` - Sales operations 2. **Tenant Roles** (access single tenant): - `TENANT_OWNER` - Tenant administrator - `TENANT_MANAGER` - Manage tenant settings - `TENANT_STAFF` - Use tenant features 3. **Customer Role**: - `CUSTOMER` - End user of tenant ## File Structure ``` smoothschedule/ ├── platform/ # NEW - Platform management app │ ├── __init__.py │ ├── apps.py │ ├── serializers.py # API serializers │ ├── permissions.py # Custom permissions │ ├── views.py # ViewSets │ └── urls.py # URL routing ├── core/ │ └── models.py # Tenant, Domain models ├── smoothschedule/users/ │ └── models.py # User model └── config/ ├── settings/base.py # Updated INSTALLED_APPS └── urls.py # Added platform URLs ``` ## Testing the Complete Flow 1. **Backend**: Platform API serving tenant/user data 2. **Frontend**: React app consuming API and displaying in UI 3. **Authentication**: Role-based access control 4. **Multi-tenancy**: Proper isolation between tenants Once the server is restarted and a platform admin user is created, the entire platform section should be functional!