Add Employee vs Client user types with role-based financial access.

Closes #14. Users get a UserProfile (Employee or Client) instead of auto-creating Employee records; admins manage types via profile and manage-users UI; time entry and reports filter to employees only; clients get read-only financial access.

company_site/company_site/settings.py

@@ -73,6 +73,7 @@ TEMPLATES = [
                 'django.contrib.messages.context_processors.messages',
                 'public.context_processors.tianji_tracking',
                 'public.context_processors.webmcp_context',
+                'public.context_processors.financial_access',
             ],
         },
     },

company_site/financial/admin.py

@@ -1,6 +1,5 @@
 from django.contrib import admin
-from .models import Contract, Employee, ChargeNumber, TimeCard, TimeCardCell    
-# Register your models here.
+from .models import Contract, Employee, ChargeNumber, TimeCard, TimeCardCell, UserProfile
 
 class ContractAdmin(admin.ModelAdmin):
     pass
@@ -8,6 +7,10 @@ class ContractAdmin(admin.ModelAdmin):
 class EmployeeAdmin(admin.ModelAdmin):
     pass
 
+class UserProfileAdmin(admin.ModelAdmin):
+    list_display = ("user", "user_type")
+    list_filter = ("user_type",)
+
 class ChargeNumberAdmin(admin.ModelAdmin):
     pass
 
@@ -19,6 +22,7 @@ class TimeCardCellAdmin(admin.ModelAdmin):
 
 admin.site.register(Contract, ContractAdmin)
 admin.site.register(Employee, EmployeeAdmin)
+admin.site.register(UserProfile, UserProfileAdmin)
 admin.site.register(ChargeNumber, ChargeNumberAdmin)
 admin.site.register(TimeCard, TimeCardAdmin)
 admin.site.register(TimeCardCell, TimeCardCellAdmin)

company_site/financial/forms.py

@@ -1,7 +1,8 @@
 import datetime
 from django import forms
+from django.contrib.auth.models import User
 from django.forms import ModelForm
-from .models import Employee, Contract, ChargeNumber, TimeCardCell, AddressModel
+from .models import Employee, Contract, ChargeNumber, TimeCardCell, AddressModel, UserProfile, set_user_type
 
 class NewEmployeeForm(ModelForm):
     first_name = forms.CharField(max_length=30, required=False, label="First Name")
@@ -37,6 +38,7 @@ class NewEmployeeForm(ModelForm):
         employee.workAddress = address
         if commit:
             employee.save()
+            set_user_type(employee.user, UserProfile.UserType.EMPLOYEE)
         return employee
 
 class EmployeeForm(ModelForm):
@@ -44,6 +46,15 @@ class EmployeeForm(ModelForm):
         model = Employee
         fields = ["user", "manager", "primaryAddress", "workAddress", "phoneNumber", "slary"]
 
+class UserProfileForm(ModelForm):
+    class Meta:
+        model = UserProfile
+        fields = ["user_type"]
+
+class AdminUserTypeForm(forms.Form):
+    user = forms.ModelChoiceField(queryset=User.objects.order_by("username"))
+    user_type = forms.ChoiceField(choices=UserProfile.UserType.choices)
+
 class ContractForm(ModelForm):
     class Meta:
         model = Contract

company_site/financial/migrations/0015_userprofile.py

@@ -0,0 +1,79 @@
+# Generated manually for issue #14
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+def migrate_user_profiles(apps, schema_editor):
+    User = apps.get_model("auth", "User")
+    UserProfile = apps.get_model("financial", "UserProfile")
+    Employee = apps.get_model("financial", "Employee")
+    TimeCardCell = apps.get_model("financial", "TimeCardCell")
+
+    employee_user_ids = set(
+        TimeCardCell.objects.values_list("timeCard__employee__user_id", flat=True)
+    )
+
+    for user in User.objects.all():
+        if user.id in employee_user_ids:
+            UserProfile.objects.update_or_create(
+                user_id=user.id,
+                defaults={"user_type": "employee"},
+            )
+        else:
+            UserProfile.objects.update_or_create(
+                user_id=user.id,
+                defaults={"user_type": "client"},
+            )
+            Employee.objects.filter(user_id=user.id).delete()
+
+
+def reverse_migrate_user_profiles(apps, schema_editor):
+    User = apps.get_model("auth", "User")
+    Employee = apps.get_model("financial", "Employee")
+
+    for user in User.objects.all():
+        Employee.objects.get_or_create(user_id=user.id)
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+        ("financial", "0014_chargenumber_name"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="UserProfile",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "user_type",
+                    models.CharField(
+                        choices=[("employee", "Employee"), ("client", "Client")],
+                        default="client",
+                        max_length=10,
+                    ),
+                ),
+                (
+                    "user",
+                    models.OneToOneField(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="profile",
+                        to=settings.AUTH_USER_MODEL,
+                    ),
+                ),
+            ],
+        ),
+        migrations.RunPython(migrate_user_profiles, reverse_migrate_user_profiles),
+    ]

company_site/financial/models.py

@@ -243,6 +243,29 @@ class AddressModel(models.Model):
     state = models.CharField(max_length=2)
     zip_code = models.CharField(max_length=5)
 
+
+class UserProfile(models.Model):
+    class UserType(models.TextChoices):
+        EMPLOYEE = "employee", "Employee"
+        CLIENT = "client", "Client"
+
+    user = models.OneToOneField(User, on_delete=models.CASCADE, related_name="profile")
+    user_type = models.CharField(
+        max_length=10,
+        choices=UserType.choices,
+        default=UserType.CLIENT,
+    )
+
+    def __str__(self):
+        return f"{self.user} ({self.get_user_type_display()})"
+
+    def is_employee(self):
+        return self.user_type == self.UserType.EMPLOYEE
+
+    def is_client(self):
+        return self.user_type == self.UserType.CLIENT
+
+
 class Employee(IdMixin, TimeMixin):
     manager = models.ForeignKey("self", on_delete=models.CASCADE, related_name="manager_employee", null=True, blank=True)
     user = models.OneToOneField(User, on_delete=models.CASCADE)
@@ -279,6 +302,30 @@ class TimeCardCell(IdMixin, TimeMixin):
     charge_number = models.ForeignKey(ChargeNumber, on_delete=models.CASCADE, null=True, blank=True)
 
 
+def set_user_type(user, user_type):
+    """Set user type and sync the Employee record (mutually exclusive types)."""
+    user.__dict__.pop("profile", None)
+    profile, _ = UserProfile.objects.get_or_create(
+        user=user,
+        defaults={"user_type": user_type},
+    )
+    if profile.user_type == user_type:
+        if user_type == UserProfile.UserType.EMPLOYEE:
+            Employee.objects.get_or_create(user=user)
+        return profile
 
+    if user_type == UserProfile.UserType.CLIENT:
+        employee = Employee.objects.filter(user=user).first()
+        if employee and TimeCardCell.objects.filter(timeCard__employee=employee).exists():
+            raise ValueError("Cannot set Client: user has time log entries.")
 
+    profile.user_type = user_type
+    profile.save()
+    user.__dict__.pop("profile", None)
 
+    if user_type == UserProfile.UserType.EMPLOYEE:
+        Employee.objects.get_or_create(user=user)
+    else:
+        Employee.objects.filter(user=user).delete()
+
+    return profile

company_site/financial/permissions.py

@@ -0,0 +1,76 @@
+from functools import wraps
+
+from django.contrib.auth.decorators import login_required, user_passes_test
+from django.core.exceptions import PermissionDenied
+
+
+def get_user_profile(user):
+    if not user.is_authenticated:
+        return None
+    from .models import UserProfile
+
+    return UserProfile.objects.filter(user_id=user.pk).first()
+
+
+def is_financial_admin(user):
+    return user.is_active and user.is_superuser
+
+
+def is_employee_user(user):
+    profile = get_user_profile(user)
+    return bool(profile and profile.is_employee())
+
+
+def is_client_user(user):
+    profile = get_user_profile(user)
+    return bool(profile and profile.is_client())
+
+
+def has_financial_access(user):
+    return is_financial_admin(user) or is_employee_user(user) or is_client_user(user)
+
+
+def can_write_financials(user):
+    return is_financial_admin(user) or is_employee_user(user)
+
+
+def get_employees():
+    from .models import Employee, UserProfile
+
+    return Employee.objects.filter(
+        user__profile__user_type=UserProfile.UserType.EMPLOYEE
+    )
+
+
+def get_user_employee(user):
+    from .models import Employee
+
+    if not is_employee_user(user):
+        return None
+    return Employee.objects.filter(user=user).first()
+
+
+def financial_admin_required(view_func):
+    return user_passes_test(is_financial_admin)(view_func)
+
+
+def financial_access_required(view_func):
+    @login_required
+    @wraps(view_func)
+    def _wrapped(request, *args, **kwargs):
+        if has_financial_access(request.user):
+            return view_func(request, *args, **kwargs)
+        raise PermissionDenied
+
+    return _wrapped
+
+
+def financial_write_required(view_func):
+    @login_required
+    @wraps(view_func)
+    def _wrapped(request, *args, **kwargs):
+        if can_write_financials(request.user):
+            return view_func(request, *args, **kwargs)
+        raise PermissionDenied
+
+    return _wrapped

company_site/financial/signals.py

@@ -2,10 +2,14 @@ from django.db.models.signals import post_save
 from django.dispatch import receiver
 from django.contrib.auth.models import User
 
+from .models import UserProfile
+
 
 @receiver(post_save, sender=User)
-def create_employee_for_user(sender, instance, created, **kwargs):
-    """Auto-create an Employee record whenever a User is created."""
-    from financial.models import Employee
+def create_profile_for_user(sender, instance, created, **kwargs):
+    """Auto-create a UserProfile (default Client) whenever a User is created."""
     if created:
-        Employee.objects.get_or_create(user=instance)
+        UserProfile.objects.get_or_create(
+            user=instance,
+            defaults={"user_type": UserProfile.UserType.CLIENT},
+        )

company_site/financial/templates/financial/index.html

@@ -9,6 +9,7 @@
         <h1 class="section-title">Dashboard</h1>
 
         <div class="card-grid" style="margin-bottom: 3rem;">
+            {% if is_financial_admin %}
             <a href="{% url 'contracts' %}" class="card"
               data-tianji-event="financial_nav" data-tianji-event-destination="contracts">
                 <span class="card-title">View Contracts</span>
@@ -24,15 +25,22 @@
                 <span class="card-title">New Employee</span>
                 <p class="card-text">Add a new personnel member to your organization.</p>
             </a>
+            <a href="{% url 'manage_users' %}" class="card">
+                <span class="card-title">Manage Users</span>
+                <p class="card-text">Set Employee or Client type for user accounts.</p>
+            </a>
+            {% endif %}
+            {% if can_write_financials %}
             <a href="{% url 'Timekeeping' %}" class="card"
               data-tianji-event="financial_nav" data-tianji-event-destination="timekeeping">
                 <span class="card-title">Log Time</span>
                 <p class="card-text">Record work hours against specific contracts.</p>
             </a>
+            {% endif %}
             <a href="{% url 'time_logs' %}" class="card"
               data-tianji-event="financial_nav" data-tianji-event-destination="time_logs">
-                <span class="card-title">Manage Time Logs</span>
-                <p class="card-text">Review and edit submitted time entries.</p>
+                <span class="card-title">{% if can_write_financials %}Manage{% else %}View{% endif %} Time Logs</span>
+                <p class="card-text">Review{% if can_write_financials %} and edit{% endif %} submitted time entries.</p>
             </a>
             <a href="{% url 'client_reports' %}" class="card">
                 <span class="card-title">Client Reports</span>

company_site/financial/templates/financial/manage_users.html

@@ -0,0 +1,50 @@
+{% extends "base.html" %}
+{% load static %}
+
+{% block title %}Manage Users - AI ML Operations{% endblock %}
+
+{% block content %}
+<div class="section">
+    <div class="container">
+        <h1 class="section-title" style="text-align: left;">Manage Users</h1>
+
+        {% if messages %}
+        {% for message in messages %}
+        <p style="margin-bottom: 1rem; color: {% if message.tags == 'error' %}#ff6666{% else %}var(--primary-color){% endif %};">
+            {{ message }}
+        </p>
+        {% endfor %}
+        {% endif %}
+
+        <div class="card" style="max-width: 600px; margin-bottom: 2rem;">
+            <h2 style="font-size: 1.1rem; margin-bottom: 1rem;">Set User Type</h2>
+            <form method="post">
+                {% csrf_token %}
+                {{ form.as_p }}
+                <button type="submit" class="btn" style="margin-top: 1rem;">Update User Type</button>
+            </form>
+        </div>
+
+        <div class="table-responsive">
+            <table class="table">
+                <thead>
+                    <tr>
+                        <th>Username</th>
+                        <th>Name</th>
+                        <th>Type</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% for u in users %}
+                    <tr>
+                        <td>{{ u.username }}</td>
+                        <td>{{ u.get_full_name|default:"—" }}</td>
+                        <td>{{ u.profile.get_user_type_display|default:"Client" }}</td>
+                    </tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        </div>
+    </div>
+</div>
+{% endblock %}

company_site/financial/templates/financial/profile.html

@@ -7,13 +7,36 @@
 <div class="section">
     <div class="container">
         <h1 class="section-title" style="text-align: left;">Profile</h1>
-        <div class="card" style="max-width: 600px;">
+
+        {% if messages %}
+        {% for message in messages %}
+        <p style="margin-bottom: 1rem; color: {% if message.tags == 'error' %}#ff6666{% else %}var(--primary-color){% endif %};">
+            {{ message }}
+        </p>
+        {% endfor %}
+        {% endif %}
+
+        <div class="card" style="max-width: 600px; margin-bottom: 2rem;">
+            <h2 style="font-size: 1.1rem; margin-bottom: 1rem;">Account Type</h2>
+            <p style="color: var(--text-muted); margin-bottom: 1rem;">
+                Your account is currently: <strong>{{ profile.get_user_type_display }}</strong>
+            </p>
             <form method="post">
                 {% csrf_token %}
                 {{ form.as_p }}
+                {% if can_edit_type %}
                 <button type="submit" class="btn" style="margin-top: 1rem;">Save Profile</button>
+                {% endif %}
             </form>
         </div>
+
+        {% if employee_form %}
+        <div class="card" style="max-width: 600px;">
+            <h2 style="font-size: 1.1rem; margin-bottom: 1rem;">Employee Details</h2>
+            {{ employee_form.as_p }}
+            <p style="color: var(--text-muted); font-size: 0.9rem;">Contact an admin to update employee details.</p>
+        </div>
+        {% endif %}
     </div>
 </div>
 {% endblock %}

company_site/financial/templates/financial/time_logs.html

@@ -9,11 +9,13 @@
         <div style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 2rem;">
             <h1 class="section-title" style="margin-bottom: 0;">All Time Logs</h1>
             <div>
-                <a href="{% url 'financial_index' %}" class="btn"
+                <a href="{% url 'financial_home' %}" class="btn"
                     style="padding: 0.5rem 1.5rem; font-size: 0.9rem; margin-right: 1rem; background: var(--surface-color); color: var(--text-color); border: 1px solid rgba(255,255,255,0.1);">Back
                     to Dashboard</a>
+                {% if can_edit_logs %}
                 <a href="{% url 'Timekeeping' %}" class="btn" style="padding: 0.5rem 1.5rem; font-size: 0.9rem;">Log New
                     Time</a>
+                {% endif %}
             </div>
         </div>
 
@@ -144,6 +146,7 @@
                         <td>{{ log.end_time|default_if_none:"" }}</td>
                         <td>{{ log.hour }}</td>
                         <td>
+                            {% if can_edit_logs %}
                             <a href="{% url 'edit_time_log' log.id %}" class="text-cyber-cyan"
                                 style="margin-right: 10px;">Edit</a>
                             <form action="{% url 'delete_time_log' log.id %}" method="POST" style="display:inline;"
@@ -152,6 +155,9 @@
                                 <button type="submit"
                                     style="background:none; border:none; color: #ff4444; cursor:pointer; font-size: 0.95rem; font-family: var(--font-main);">Delete</button>
                             </form>
+                            {% else %}
+                            <span style="color: var(--text-muted);">Read only</span>
+                            {% endif %}
                         </td>
                     </tr>
                     {% empty %}

company_site/financial/tests.py

@@ -1,3 +1,159 @@
-from django.test import TestCase
+from django.contrib.auth.models import User
+from django.test import Client, TestCase
+from django.urls import reverse
 
-# Create your tests here.
+from financial.models import (
+    AddressModel,
+    ChargeNumber,
+    Contract,
+    Employee,
+    TimeCard,
+    TimeCardCell,
+    UserProfile,
+    set_user_type,
+)
+from financial.permissions import get_employees, is_client_user, is_employee_user
+
+
+class UserProfileSignalTests(TestCase):
+    def test_new_user_gets_client_profile_not_employee(self):
+        user = User.objects.create_user(username="newbie", password="pass")
+        self.assertTrue(UserProfile.objects.filter(user=user, user_type=UserProfile.UserType.CLIENT).exists())
+        self.assertFalse(Employee.objects.filter(user=user).exists())
+
+
+class SetUserTypeTests(TestCase):
+    def setUp(self):
+        self.user = User.objects.create_user(username="worker", password="pass")
+        UserProfile.objects.filter(user=self.user).delete()
+
+    def test_set_employee_creates_employee_record(self):
+        set_user_type(self.user, UserProfile.UserType.EMPLOYEE)
+        self.assertTrue(Employee.objects.filter(user=self.user).exists())
+        self.assertEqual(self.user.profile.user_type, UserProfile.UserType.EMPLOYEE)
+
+    def test_set_client_removes_employee_without_time_entries(self):
+        set_user_type(self.user, UserProfile.UserType.EMPLOYEE)
+        set_user_type(self.user, UserProfile.UserType.CLIENT)
+        self.assertFalse(Employee.objects.filter(user=self.user).exists())
+        self.assertEqual(
+            UserProfile.objects.get(user=self.user).user_type,
+            UserProfile.UserType.CLIENT,
+        )
+
+    def test_cannot_set_client_with_time_entries(self):
+        set_user_type(self.user, UserProfile.UserType.EMPLOYEE)
+        employee = Employee.objects.get(user=self.user)
+        contract = Contract.objects.create(
+            contract_type=Contract.ContractTypeEnum.FIRM_FIX_PRICED,
+            name="Test Contract",
+        )
+        charge = ChargeNumber.objects.create(
+            charge_number_type=ChargeNumber.ChargeNumberTypeEnum.LEVEL_OF_EFFORT,
+            contract=contract,
+        )
+        time_card = TimeCard.objects.create(employee=employee)
+        TimeCardCell.objects.create(timeCard=time_card, charge_number=charge, hour=2.0)
+
+        with self.assertRaises(ValueError):
+            set_user_type(self.user, UserProfile.UserType.CLIENT)
+
+
+class EmployeeFilterTests(TestCase):
+    def setUp(self):
+        self.employee_user = User.objects.create_user(username="emp", password="pass")
+        self.client_user = User.objects.create_user(username="cli", password="pass")
+        set_user_type(self.employee_user, UserProfile.UserType.EMPLOYEE)
+        set_user_type(self.client_user, UserProfile.UserType.CLIENT)
+
+    def test_get_employees_excludes_clients(self):
+        employees = list(get_employees())
+        self.assertEqual(len(employees), 1)
+        self.assertEqual(employees[0].user, self.employee_user)
+
+    def test_permission_helpers(self):
+        self.assertTrue(is_employee_user(self.employee_user))
+        self.assertFalse(is_employee_user(self.client_user))
+        self.assertTrue(is_client_user(self.client_user))
+        self.assertFalse(is_client_user(self.employee_user))
+
+
+class FinancialAccessTests(TestCase):
+    def setUp(self):
+        self.client = Client()
+        self.admin = User.objects.create_superuser(username="admin", password="pass", email="a@test.com")
+        self.employee = User.objects.create_user(username="employee", password="pass")
+        self.client_user = User.objects.create_user(username="client", password="pass")
+        set_user_type(self.employee, UserProfile.UserType.EMPLOYEE)
+        set_user_type(self.client_user, UserProfile.UserType.CLIENT)
+
+        contract = Contract.objects.create(
+            contract_type=Contract.ContractTypeEnum.FIRM_FIX_PRICED,
+            name="C1",
+            budget_hours=100,
+        )
+        charge = ChargeNumber.objects.create(
+            charge_number_type=ChargeNumber.ChargeNumberTypeEnum.LEVEL_OF_EFFORT,
+            contract=contract,
+        )
+        emp_record = Employee.objects.get(user=self.employee)
+        time_card = TimeCard.objects.create(employee=emp_record)
+        TimeCardCell.objects.create(timeCard=time_card, charge_number=charge, hour=4.0)
+
+    def test_client_can_view_reports_readonly(self):
+        self.client.login(username="client", password="pass")
+        response = self.client.get(reverse("client_reports"))
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "C1")
+
+    def test_client_cannot_log_time(self):
+        self.client.login(username="client", password="pass")
+        response = self.client.get(reverse("Timekeeping"))
+        self.assertEqual(response.status_code, 403)
+
+    def test_client_can_view_time_logs_without_edit(self):
+        self.client.login(username="client", password="pass")
+        response = self.client.get(reverse("time_logs"))
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "Read only")
+        self.assertNotContains(response, 'href="/financial/time_logs/')
+
+    def test_employee_can_access_timekeeping(self):
+        self.client.login(username="employee", password="pass")
+        response = self.client.get(reverse("Timekeeping"))
+        self.assertEqual(response.status_code, 200)
+
+    def test_client_redirected_from_financial_home_to_reports(self):
+        self.client.login(username="client", password="pass")
+        response = self.client.get(reverse("financial_home"))
+        self.assertRedirects(response, reverse("client_reports"))
+
+    def test_admin_can_manage_users(self):
+        self.client.login(username="admin", password="pass")
+        response = self.client.get(reverse("manage_users"))
+        self.assertEqual(response.status_code, 200)
+        response = self.client.post(reverse("manage_users"), {
+            "user": self.client_user.id,
+            "user_type": UserProfile.UserType.EMPLOYEE,
+        })
+        self.assertRedirects(response, reverse("manage_users"))
+        self.client_user.refresh_from_db()
+        self.assertEqual(self.client_user.profile.user_type, UserProfile.UserType.EMPLOYEE)
+
+    def test_time_logs_only_lists_employees(self):
+        self.client.login(username="admin", password="pass")
+        response = self.client.get(reverse("time_logs"))
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "employee")
+        employees = response.context["employees"]
+        self.assertEqual(employees.count(), 1)
+
+    def test_new_user_not_in_employee_dropdown(self):
+        extra = User.objects.create_user(username="extra", password="pass")
+        set_user_type(extra, UserProfile.UserType.CLIENT)
+        self.client.login(username="admin", password="pass")
+        response = self.client.get(reverse("time_logs"))
+        employees = response.context["employees"]
+        usernames = [e.user.username for e in employees]
+        self.assertIn("employee", usernames)
+        self.assertNotIn("extra", usernames)

company_site/financial/urls.py

@@ -3,7 +3,8 @@ from django.urls import path
 from . import views
 
 urlpatterns = [
-    path("", views.index, name="financial_index"),
+    path("", views.financial_home, name="financial_home"),
+    path("dashboard", views.index, name="financial_index"),
     path("timekeeping", views.timekeeping, name="Timekeeping"),
     path("time_logs", views.time_logs, name="time_logs"),
     path("time_logs/<int:log_id>/edit", views.edit_time_log, name="edit_time_log"),
@@ -18,5 +19,6 @@ urlpatterns = [
     #path("contracts/<int:contract_id>/", views.contract_detail, name="contract"),
     path("procurements", views.procurement, name="procurements"),
     path("profile", views.profile, name="profile"),
+    path("manage_users", views.manage_users, name="manage_users"),
     path("client_reports", views.client_reports, name="client_reports"),
 ]

company_site/financial/views.py

@@ -1,23 +1,41 @@
 from django.shortcuts import render, redirect
-from django.contrib.auth.decorators import user_passes_test
-from .forms import EmployeeForm, ContractForm, ChargeNumberForm, TimeLogForm, NewEmployeeForm
-from .models import Contract, ChargeNumber, TimeCard, TimeCardCell, Employee
+from django.contrib.auth.models import User
+from django.contrib import messages
 from django.utils import timezone
 from django.db.models import Sum
 from datetime import timedelta
 import json
 
-def is_admin(user):
-    return user.is_active and user.is_superuser
+from .forms import (
+    EmployeeForm,
+    ContractForm,
+    ChargeNumberForm,
+    TimeLogForm,
+    NewEmployeeForm,
+    UserProfileForm,
+    AdminUserTypeForm,
+)
+from .models import Contract, ChargeNumber, TimeCard, TimeCardCell, Employee, UserProfile
+from .permissions import (
+    financial_admin_required,
+    financial_access_required,
+    financial_write_required,
+    get_employees,
+    get_user_employee,
+    is_client_user,
+    is_financial_admin,
+    can_write_financials,
+)
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def index(request):
     contracts = Contract.objects.all()
     for c in contracts:
         total = TimeCardCell.objects.filter(charge_number__contract=c).aggregate(Sum('hour'))['hour__sum']
         c.total_logged = total if total else 0.0
 
-    employees = Employee.objects.all()
+    employees = get_employees()
     employee_data = []
     for e in employees:
         contract_hours = []
@@ -28,10 +46,20 @@ def index(request):
 
     return render(request, "financial/index.html", {
         'contracts': contracts,
-        'employee_data': employee_data
+        'employee_data': employee_data,
     })
 
-@user_passes_test(is_admin)
+
+@financial_access_required
+def financial_home(request):
+    if is_financial_admin(request.user):
+        return redirect('financial_index')
+    if is_client_user(request.user):
+        return redirect('client_reports')
+    return redirect('Timekeeping')
+
+
+@financial_admin_required
 def new_employee(request):
     if request.method == "POST":
         form = NewEmployeeForm(request.POST)
@@ -42,7 +70,8 @@ def new_employee(request):
         form = NewEmployeeForm()
     return render(request, 'financial/new_employee.html', {"form": form})
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def contracts(request):
     contracts_list = Contract.objects.all()
     today = timezone.now().date()
@@ -102,7 +131,8 @@ def contracts(request):
         'chart_data_json': json.dumps(chart_data_list)
     })
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def contract_detail(request, contract_slug):
     contract = Contract.objects.filter(slug=contract_slug).first()
     
@@ -122,7 +152,6 @@ def contract_detail(request, contract_slug):
         lines_str = "\n".join(mermaid_gantt_lines)
         mermaid_gantt = f"gantt\n    title {contract.name} Charge Numbers Timeline\n    dateFormat YYYY-MM-DD\n    section Charge Numbers\n{lines_str}"
 
-    # --- EVM Data ---
     evm = contract.get_evm_data() if contract else {}
     evm_chart_json = json.dumps({
         'time_series': evm.get('time_series', []),
@@ -149,7 +178,8 @@ def contract_detail(request, contract_slug):
             'evm_chart_json': evm_chart_json,
         })
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def new_contract(request):
     if request.method == "POST":
         form = ContractForm(request.POST)
@@ -160,27 +190,42 @@ def new_contract(request):
         form = ContractForm()
     return render(request, 'financial/contract_detail.html', {"form": form, 'is_new': True})
 
-@user_passes_test(is_admin)
+
+@financial_write_required
 def timekeeping(request):
+    employee = get_user_employee(request.user)
+    if not employee and not is_financial_admin(request.user):
+        messages.error(request, "Only employees can log time.")
+        return redirect('financial_home')
+
     if request.method == "POST":
         form = TimeLogForm(request.POST)
         if form.is_valid():
-            employee, _ = Employee.objects.get_or_create(user=request.user)
+            if is_financial_admin(request.user) and not employee:
+                messages.error(request, "Admin must have an Employee profile to log time here.")
+                return redirect('time_logs')
 
-            time_card, _ = TimeCard.objects.get_or_create(employee=employee, startDate=timezone.now().date(), endDate=timezone.now().date())
+            time_card, _ = TimeCard.objects.get_or_create(
+                employee=employee,
+                startDate=timezone.now().date(),
+                endDate=timezone.now().date(),
+            )
             cell = form.save(commit=False)
             cell.timeCard = time_card
             cell.save()
-            return redirect('financial_index')
+            return redirect('financial_home')
     else:
         form = TimeLogForm()
     return render(request, 'financial/timekeeping.html', {'form': form})
 
-@user_passes_test(is_admin)
+
+@financial_access_required
 def time_logs(request):
     logs = TimeCardCell.objects.select_related(
         'timeCard__employee__user',
         'charge_number__contract',
+    ).filter(
+        timeCard__employee__user__profile__user_type=UserProfile.UserType.EMPLOYEE,
     ).order_by('-date', '-created')
 
     employee_ids = []
@@ -231,12 +276,13 @@ def time_logs(request):
 
     return render(request, 'financial/time_logs.html', {
         'logs': logs,
-        'employees': Employee.objects.select_related('user').order_by('user__last_name', 'user__first_name'),
+        'employees': get_employees().select_related('user').order_by('user__last_name', 'user__first_name'),
         'contracts': Contract.objects.order_by('name'),
         'charge_numbers': charge_numbers,
         'contract_totals': contract_totals,
         'charge_number_totals': charge_number_totals,
         'grand_total': grand_total,
+        'can_edit_logs': can_write_financials(request.user),
         'filters': {
             'employees': [str(eid) for eid in employee_ids],
             'month': month or '',
@@ -245,7 +291,8 @@ def time_logs(request):
         },
     })
 
-@user_passes_test(is_admin)
+
+@financial_write_required
 def edit_time_log(request, log_id):
     log_entry = TimeCardCell.objects.filter(id=log_id).first()
     if not log_entry:
@@ -261,7 +308,8 @@ def edit_time_log(request, log_id):
         
     return render(request, 'financial/edit_time_log.html', {'form': form, 'log': log_entry})
 
-@user_passes_test(is_admin)
+
+@financial_write_required
 def delete_time_log(request, log_id):
     if request.method == "POST":
         log_entry = TimeCardCell.objects.filter(id=log_id).first()
@@ -269,16 +317,24 @@ def delete_time_log(request, log_id):
             log_entry.delete()
     return redirect('time_logs')
 
-@user_passes_test(is_admin)
+
+@financial_access_required
 def client_reports(request):
     contracts = Contract.objects.all()
     for c in contracts:
-        total = TimeCardCell.objects.filter(charge_number__contract=c).aggregate(Sum('hour'))['hour__sum']
+        total = TimeCardCell.objects.filter(
+            charge_number__contract=c,
+            timeCard__employee__user__profile__user_type=UserProfile.UserType.EMPLOYEE,
+        ).aggregate(Sum('hour'))['hour__sum']
         c.total_logged = total if total else 0.0
         c.remaining_budget = c.budget_hours - c.total_logged
-    return render(request, 'financial/reports.html', {'contracts': contracts})
+    return render(request, 'financial/reports.html', {
+        'contracts': contracts,
+        'read_only': is_client_user(request.user),
+    })
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def update_charge_number(request, charge_number_slug):
     charge_number = ChargeNumber.objects.filter(slug=charge_number_slug).first()
     if not charge_number:
@@ -297,7 +353,8 @@ def update_charge_number(request, charge_number_slug):
         'charge_number': charge_number,
     })
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def new_charge_number(request, contract_slug):
     contract = Contract.objects.filter(slug=contract_slug).first()
     if request.method == "POST":
@@ -309,19 +366,72 @@ def new_charge_number(request, contract_slug):
             return redirect('contract_detail', contract_slug=contract.slug)
     return redirect('contract_detail', contract_slug=contract_slug)
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def timeapproval(request):
     return render(request, 'financial/not_created.html', {})
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def chargenumber(request):
     return render(request, 'financial/not_created.html', {})
 
-@user_passes_test(is_admin)
+
+@financial_admin_required
 def procurement(request):
     return render(request, 'financial/procurement.html', {})
 
-@user_passes_test(is_admin)
+
+@financial_access_required
 def profile(request):
-    form = EmployeeForm()
-    return render(request, 'financial/profile.html', {'form': form})
+    profile_obj, _ = UserProfile.objects.get_or_create(user=request.user)
+    can_edit_type = is_financial_admin(request.user)
+
+    if request.method == "POST" and can_edit_type:
+        form = UserProfileForm(request.POST, instance=profile_obj)
+        if form.is_valid():
+            from .models import set_user_type
+            try:
+                set_user_type(request.user, form.cleaned_data['user_type'])
+                messages.success(request, "Profile updated.")
+            except ValueError as exc:
+                messages.error(request, str(exc))
+            return redirect('profile')
+    else:
+        form = UserProfileForm(instance=profile_obj)
+        if not can_edit_type:
+            form.fields['user_type'].disabled = True
+
+    employee = Employee.objects.filter(user=request.user).first()
+    employee_form = None
+    if employee and profile_obj.is_employee():
+        employee_form = EmployeeForm(instance=employee)
+
+    return render(request, 'financial/profile.html', {
+        'form': form,
+        'employee_form': employee_form,
+        'profile': profile_obj,
+        'can_edit_type': can_edit_type,
+    })
+
+
+@financial_admin_required
+def manage_users(request):
+    if request.method == "POST":
+        form = AdminUserTypeForm(request.POST)
+        if form.is_valid():
+            from .models import set_user_type
+            try:
+                set_user_type(form.cleaned_data['user'], form.cleaned_data['user_type'])
+                messages.success(request, "User type updated.")
+                return redirect('manage_users')
+            except ValueError as exc:
+                messages.error(request, str(exc))
+    else:
+        form = AdminUserTypeForm()
+
+    users = User.objects.select_related('profile').order_by('username')
+    return render(request, 'financial/manage_users.html', {
+        'form': form,
+        'users': users,
+    })

company_site/public/context_processors.py

@@ -50,3 +50,31 @@ def webmcp_context(request):
         'webmcp_services_json': json.dumps(services),
         'webmcp_pages_json': json.dumps(page_lookup),
     }
+
+
+def financial_access(request):
+    user = request.user
+    if not user.is_authenticated:
+        return {
+            'is_financial_admin': False,
+            'is_employee_user': False,
+            'is_client_user': False,
+            'can_write_financials': False,
+            'has_financial_access': False,
+        }
+
+    from financial.permissions import (
+        can_write_financials,
+        has_financial_access,
+        is_client_user,
+        is_employee_user,
+        is_financial_admin,
+    )
+
+    return {
+        'is_financial_admin': is_financial_admin(user),
+        'is_employee_user': is_employee_user(user),
+        'is_client_user': is_client_user(user),
+        'can_write_financials': can_write_financials(user),
+        'has_financial_access': has_financial_access(user),
+    }

company_site/public/templates/base.html

@@ -89,9 +89,11 @@
       <li><a href="{% url 'planning:board_view' %}"
           class="{% if 'planning' in request.path %}active{% endif %}"
           data-tianji-event="nav_planning">Planning</a></li>
-      <li><a href="{% url 'financial_index' %}"
+      {% if has_financial_access %}
+      <li><a href="{% url 'financial_home' %}"
           class="{% if 'financial' in request.path %}active{% endif %}"
           data-tianji-event="nav_financials">Financials</a></li>
+      {% endif %}
       <li class="dropdown" id="user-profile-dropdown">
         <button type="button" class="profile-icon-link" aria-label="Account menu for {{ user.get_full_name|default:user.username }}"
           aria-expanded="false" aria-haspopup="true" aria-controls="profile-menu">
@@ -103,6 +105,12 @@
         </button>
         <ul class="dropdown-content profile-dropdown-content" id="profile-menu" role="menu">
           <li class="profile-name-item">{{ user.get_full_name|default:user.username }}</li>
+          {% if has_financial_access %}
+          <li><a href="{% url 'profile' %}">Profile</a></li>
+          {% endif %}
+          {% if is_financial_admin %}
+          <li><a href="{% url 'manage_users' %}">Manage Users</a></li>
+          {% endif %}
           <li><a href="{% url 'change_password' %}">Change Password</a></li>
           <li>
             <form action="{% url 'logout' %}" method="post" style="margin: 0;">