Admin Dashboard SaaS – Finance & Client Management

Overview

This project is a robust, enterprise-grade Admin Dashboard designed as a SaaS solution for Finance and Client Management. It allows organizations to manage clients, invoices, and users with secure authentication and role-based access control. Built to be scalable, modular, and professional, it’s suitable for small-to-medium businesses.

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Key Features

User & Authentication

• Custom User Model with roles: Admin, Staff, Viewer
• JWT-based authentication with access & refresh tokens
• Role-based permissions: Admin, Staff, SameOrganization

Organization Management

• Users are tied to an organization
• Admins can register users under their organization
• Ensures data isolation between organizations

Client Management

• CRUD operations for clients
• Search, filter, and ordering support
• Role-based access control for actions

Invoice Management

• CRUD operations for invoices
• Each invoice linked to a client & organization
• Filter, search, and order invoices by status, client, date, and amount
• Automatic user & organization association

Security & Permissions

• JWT tokens with configurable lifetime

• Refresh tokens for session continuity

• Only authorized users from the same organization can access data

  Tech Stack

• Backend: Django 5.2, Django REST Framework

• Database: PostgreSQL / SQLite

• Authentication: JWT (access + refresh tokens) via DRF Simple JWT

• Frontend (planned): ReactJS / Streamlit

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