Projects

The Admin Projects Module provides comprehensive project management capabilities for administrators, including subscription management, work summaries, project requests, approvals, and operational workflow oversight across the DashClicks platform.

Module Overview

The Admin Projects system manages the complete lifecycle of project-based services, from subscription creation through project execution, reporting, and completion. It provides tools for project oversight, workflow management, and operational coordination.

Submodules

Subscription Management

Core subscription and order management operations including subscription retrieval, filtering, and lifecycle management functionality.

Key Features:

• Administrative subscription listing with advanced filtering
• Subscription search across seller/buyer accounts and products
• Subscription lifecycle management and status tracking
• Order creation and subscription retry operations

Onboarding Management

Project onboarding workflow management, typeform integration, and client setup processes.

Key Features:

• Typeform response processing and integration
• Onboarding status tracking and progression
• Client notification and communication management
• Order onboarding validation and updates

Requests & Work Summaries

Project request management, approval workflows, and work summary coordination.

Key Features:

• Project request creation and management
• Approval workflow coordination
• Work summary documentation and tracking
• Communication threading and notifications

Pulses Management

Project pulse tracking, communication updates, and automated status monitoring.

Key Features:

• Automated pulse generation and tracking
• Project health monitoring and alerts
• Communication update management
• Status monitoring and reporting

Payment Methods Management

Project payment method management and client billing coordination.

Key Features:

• Payment method retrieval and validation
• Account-specific payment coordination
• Security and compliance management
• Billing integration and support

Scheduling & Workload Management

Resource scheduling, workload distribution, and team assignment coordination.

Key Features:

• Team scheduling and resource allocation
• Workload distribution and balancing
• Custom assignment algorithms
• Performance analytics and optimization

Project Analytics

Project performance analytics, reporting, and insights for administrative oversight and business intelligence.

Key Features:

• Project performance metrics and analytics
• Subscription and revenue analytics for projects
• Project workflow efficiency analysis
• Administrative insights and reporting

Core Service Categories

The Admin Projects module implements seven primary service categories:

Subscription Services

• getSubscriptions() - Retrieve project subscriptions with filtering
• addOrder() - Create new project orders and subscriptions
• retrySubscriptionById() - Retry failed subscription processing
• cancelSubscription() - Cancel project subscriptions

Work Summary Services

• addWorkSummary() - Create project work summaries
• getWorkSummary() - Retrieve work summary details
• deleteWorkSummary() - Delete work summaries

Request & Approval Services

• addRequest() - Create project requests
• addApproval() - Create project approvals
• getRequest() - Retrieve request details
• getApproval() - Retrieve approval details
• updateRequest() - Update project requests
• reply() - Reply to requests and approvals

Project Coordination Services

• pendingAction() - Get pending project actions
• myRequest() - Get user's project requests
• getActivity() - Get project activity logs
• getAnalytics() - Get project analytics

Onboarding Services

• updateOnboardingStatus() - Update project onboarding status
• launchOrder() - Launch project orders
• getOrderOnboarding() - Get order onboarding details
• reSendOnboarding() - Resend onboarding information

Pulse Management Services

• getPulses() - Retrieve project pulses
• getPulse() - Get specific pulse details
• createPulse() - Create project pulses
• updatePulse() - Update pulse information

Scheduling Services

• getSchedules() - Get project schedules
• reassignWorkload() - Reassign project workloads
• getPaymentMethods() - Get payment methods for projects

Integration Points

Core Project Services

The admin projects module consists of 7 specialized service modules:

• Subscriptions Service: Store subscription management and project coordination
• Onboarding Service: Project onboarding workflows and form management
• Requests Service: Project requests, approvals, and work summary management
• Pulses Service: Project pulse tracking and communication updates
• Payment Methods Service: Payment method management for projects
• Scheduling Service: Resource scheduling and workload management
• Projects Service: Core project analytics and account management

Real-World Implementation

• Role-Based Authorization: Uses PROJECT_ROLES constants for access control
• Team Management: Integrated team assignment and workload distribution
• Communication Tracking: Full project communication history and updates
• Activity Logging: Comprehensive audit trails for all project operations

Technical Architecture

Database Collections (Verified)

• _store.subscriptions - Project subscription data and billing integration
• _store.orders - Project order information and fulfillment tracking
• _projects-tasks - Project tasks, requests, approvals, and work summaries
• _projects-pulse - Project pulse tracking and status monitoring
• _communications - Project communication history and tracking
• _activity - Comprehensive activity logging and audit trails
• _users - Team member information and role assignments

Authorization Framework (Actual Implementation)

Based on PROJECT_ROLES constants with specific role validations:

• Admin-level access for project management operations
• Account Manager access for account-specific oversight
• Fulfillment Specialist access for project execution
• Team Lead access for team coordination and management

Integration Systems

• Socket.IO Integration: Real-time project updates and notifications
• Activity Logging: Comprehensive audit trails using createActivity utility
• Team Assignment: Dynamic team assignment and workload balancing
• Payment Processing: Integrated payment method management and processing

🛡️ Security & Access Control

Administrative Roles

• Project Manager: Full project lifecycle management access
• Team Lead: Team assignment and workflow management
• Specialist: Project execution and status updates
• Admin: System-wide project administration and analytics

Permission System

• Granular Access: Fine-grained permissions per project operation
• Team-based Security: Team membership validation for project access
• Status-based Controls: Permission validation based on project status
• Audit Trail: Complete logging of all administrative actions

📈 Business Workflows

Project Creation Flow

graph TD
    A[Project Request] --> B[Validation & Authorization]
    B --> C[Subscription Creation]
    C --> D[Team Assignment]
    D --> E[Onboarding Initiation]
    E --> F[Project Launch]
    F --> G[Status Monitoring]

Request & Approval Flow

graph TD
    A[Request Submission] --> B[Validation]
    B --> C[Approval Routing]
    C --> D[Review Process]
    D --> E{Approved?}
    E -->|Yes| F[Implementation]
    E -->|No| G[Revision Request]
    F --> H[Status Update]
    G --> A

📁 Directory Structure

projects/
├── subscription-management.md    # Subscription lifecycle management
├── communication-management.md   # Reports and work summaries
├── request-approval-system.md   # Request and approval workflows
├── onboarding-management.md     # Onboarding and launch processes
├── analytics-reporting.md       # Analytics and performance reporting
├── workload-management.md       # Team and workload management
└── scheduling-system.md         # Scheduling and resource allocation

🔍 Quick Reference

Common Project Operations

Operation	Submodule	Key Endpoints
Create Subscription	Subscription Management	POST /v1/admin/projects/subscriptions
Generate Report	Communication Management	POST /v1/admin/projects/report
Submit Request	Request & Approval	POST /v1/admin/projects/request
Launch Project	Onboarding Management	PUT /v1/admin/projects/:id/launch
View Analytics	Analytics & Reporting	GET /v1/admin/projects/analytics
Assign Workload	Workload Management	POST /v1/admin/projects/workload/reassign
Schedule Resources	Scheduling System	GET /v1/admin/projects/schedules

Authentication Requirements

All project endpoints require:

• Valid DashClicks staff authentication
• Appropriate project management permissions
• Role-based access validation
• Team membership verification (where applicable)

📝 Usage Notes

• Project operations support both individual and bulk processing
• Real-time status updates available through WebSocket connections
• Comprehensive audit logging for compliance and tracking
• Integration with external project management tools available
• Advanced analytics provide insights into project performance and team productivity
• Automated workflows reduce manual administrative overhead
• Error handling ensures reliable project operations and data consistency