Upgrade system admin dashboard to v2

app/modules/system_admin_dashboard/service.py

@@ -10,14 +10,20 @@ from sqlalchemy.orm import Session
 from app.modules.core.iam.models import User
 from app.modules.core.iam.password_flows_models import InviteToken
 from app.modules.core.rbac.models import Role, UserRole
-from app.modules.core.tenancy.models import Branch, Tenant, YearBackupExport
+from app.modules.core.tenancy.models import Branch, FinancialYear, Tenant, YearBackupExport
 from app.modules.services.models import (
+    FirmServiceSelection,
     ServiceCatalogue,
     ServiceCategory,
     ServiceDefaultTaskTemplate,
     ServiceDueDateRule,
 )
 
+try:
+    from app.modules.billing.models import BillingSettings
+except Exception:  # pragma: no cover
+    BillingSettings = None  # type: ignore[assignment]
+
 try:
     from app.modules.core.audit.models import AuditLog
 except Exception:  # pragma: no cover - keeps dashboard usable if audit module is unavailable
@@ -28,6 +34,19 @@ try:
 except Exception:  # pragma: no cover - dashboard falls back to not configured
     PlatformEmailSetting = None  # type: ignore[assignment]
 
+try:
+    from app.modules.platform_billing.models import (
+        PlatformBillingAccount,
+        PlatformInvoice,
+        PlatformPlan,
+        PlatformSubscription,
+    )
+except Exception:  # pragma: no cover - platform billing can remain optional
+    PlatformBillingAccount = None  # type: ignore[assignment]
+    PlatformInvoice = None  # type: ignore[assignment]
+    PlatformPlan = None  # type: ignore[assignment]
+    PlatformSubscription = None  # type: ignore[assignment]
+
 
 STORAGE_ROOT = Path("/app/data/storage")
 BRANDING_ROOT = STORAGE_ROOT / "uploads" / "branding"
@@ -55,10 +74,7 @@ def is_system_admin(db: Session, user: User | None) -> bool:
 
 def _firm_admin_role_ids(db: Session) -> list[int]:
     names = ["Firm Admin", "firm_admin", "FirmAdmin"]
-    return [
+    return [role_id for (role_id,) in db.execute(select(Role.id).where(Role.name.in_(names))).all()]
-        role_id
-        for (role_id,) in db.execute(select(Role.id).where(Role.name.in_(names))).all()
-    ]
 
 
 def _pending_firm_admin_invite_count(db: Session) -> int:
@@ -76,6 +92,22 @@ def _pending_firm_admin_invite_count(db: Session) -> int:
     )
 
 
+def _pending_firm_admin_invites_by_tenant(db: Session) -> dict[int, int]:
+    role_ids = _firm_admin_role_ids(db)
+    if not role_ids:
+        return {}
+    rows = db.execute(
+        select(User.tenant_id, func.count(func.distinct(User.id)))
+        .join(UserRole, UserRole.user_id == User.id)
+        .join(InviteToken, InviteToken.user_id == User.id)
+        .where(UserRole.role_id.in_(role_ids))
+        .where(InviteToken.used_at_utc.is_(None))
+        .where(User.must_change_password.is_(True))
+        .group_by(User.tenant_id)
+    ).all()
+    return {int(tenant_id): int(count or 0) for tenant_id, count in rows if tenant_id is not None}
+
+
 def _platform_smtp_status(db: Session) -> dict[str, Any]:
     if PlatformEmailSetting is None:
         return {
@@ -85,8 +117,10 @@ def _platform_smtp_status(db: Session) -> dict[str, Any]:
             "port": None,
             "from_email": None,
             "from_name": None,
+            "reply_to_email": None,
             "security": None,
-            "message": "Platform SMTP model not available. Apply W2 SMTP migration/package first.",
+            "send_auth_emails": False,
+            "message": "Platform SMTP model not available. Apply the platform SMTP package/migration first.",
         }
     setting = db.execute(select(PlatformEmailSetting).order_by(PlatformEmailSetting.id.asc())).scalars().first()
     if not setting:
@@ -97,19 +131,25 @@ def _platform_smtp_status(db: Session) -> dict[str, Any]:
             "port": None,
             "from_email": None,
             "from_name": None,
+            "reply_to_email": None,
             "security": None,
+            "send_auth_emails": False,
             "message": "Platform SMTP is not configured.",
         }
     configured = bool(setting.smtp_host and setting.smtp_port and setting.from_email)
+    active = bool(getattr(setting, "is_active", False))
+    send_auth_emails = bool(getattr(setting, "send_auth_emails", False))
     return {
         "configured": configured,
-        "active": bool(getattr(setting, "is_active", False)),
+        "active": active,
         "host": setting.smtp_host,
         "port": setting.smtp_port,
         "from_email": setting.from_email,
         "from_name": setting.from_name,
+        "reply_to_email": getattr(setting, "reply_to_email", None),
         "security": setting.smtp_security,
-        "message": "Platform SMTP is ready." if configured and setting.is_active else "Platform SMTP is saved but not fully ready.",
+        "send_auth_emails": send_auth_emails,
+        "message": "Platform SMTP is ready for firm invites." if configured and active and send_auth_emails else "Platform SMTP needs attention before system emails are fully ready.",
     }
 
 
@@ -151,6 +191,73 @@ def format_bytes(size: int) -> str:
     return f"{size} B"
 
 
+def _count_distinct_tenants(rows: list[tuple[Any, Any]]) -> int:
+    return len({int(tenant_id) for tenant_id, _ in rows if tenant_id is not None})
+
+
+def _common_count_maps(db: Session) -> dict[str, dict[int, int]]:
+    branch_counts = dict(db.execute(select(Branch.tenant_id, func.count(Branch.id)).group_by(Branch.tenant_id)).all())
+    user_counts = dict(db.execute(select(User.tenant_id, func.count(User.id)).group_by(User.tenant_id)).all())
+    fy_counts = dict(db.execute(select(FinancialYear.tenant_id, func.count(FinancialYear.id)).group_by(FinancialYear.tenant_id)).all())
+    current_fy_counts = dict(db.execute(select(FinancialYear.tenant_id, func.count(FinancialYear.id)).where(FinancialYear.is_current.is_(True)).group_by(FinancialYear.tenant_id)).all())
+    selected_service_counts = dict(db.execute(select(FirmServiceSelection.tenant_id, func.count(FirmServiceSelection.id)).where(FirmServiceSelection.is_enabled.is_(True)).group_by(FirmServiceSelection.tenant_id)).all())
+    billing_setting_counts: dict[int, int] = {}
+    if BillingSettings is not None:
+        billing_setting_counts = dict(db.execute(select(BillingSettings.tenant_id, func.count(BillingSettings.id)).group_by(BillingSettings.tenant_id)).all())
+    return {
+        "branch": {int(k): int(v or 0) for k, v in branch_counts.items() if k is not None},
+        "user": {int(k): int(v or 0) for k, v in user_counts.items() if k is not None},
+        "fy": {int(k): int(v or 0) for k, v in fy_counts.items() if k is not None},
+        "current_fy": {int(k): int(v or 0) for k, v in current_fy_counts.items() if k is not None},
+        "selected_service": {int(k): int(v or 0) for k, v in selected_service_counts.items() if k is not None},
+        "billing_setting": {int(k): int(v or 0) for k, v in billing_setting_counts.items() if k is not None},
+    }
+
+
+def _primary_branch_names(db: Session) -> dict[int, str]:
+    branches = db.execute(select(Branch).order_by(Branch.tenant_id.asc(), Branch.is_head_office.desc(), Branch.id.asc())).scalars().all()
+    result: dict[int, str] = {}
+    for branch in branches:
+        if branch.tenant_id not in result:
+            result[branch.tenant_id] = branch.name or branch.code
+    return result
+
+
+def _primary_firm_admins(db: Session) -> dict[int, str]:
+    role_ids = _firm_admin_role_ids(db)
+    primary_admins: dict[int, str] = {}
+    if not role_ids:
+        return primary_admins
+    rows = db.execute(
+        select(User.tenant_id, User.email, User.full_name, User.must_change_password, User.is_active)
+        .join(UserRole, UserRole.user_id == User.id)
+        .where(UserRole.role_id.in_(role_ids))
+        .order_by(User.id.asc())
+    ).all()
+    for tenant_id, email, full_name, must_change_password, is_active in rows:
+        if tenant_id not in primary_admins:
+            label = full_name or email
+            if must_change_password:
+                label = f"{label} (invite pending)"
+            elif not is_active:
+                label = f"{label} (inactive)"
+            primary_admins[int(tenant_id)] = label
+    return primary_admins
+
+
+def _firm_admin_counts(db: Session) -> dict[int, int]:
+    role_ids = _firm_admin_role_ids(db)
+    if not role_ids:
+        return {}
+    rows = db.execute(
+        select(User.tenant_id, func.count(func.distinct(User.id)))
+        .join(UserRole, UserRole.user_id == User.id)
+        .where(UserRole.role_id.in_(role_ids))
+        .group_by(User.tenant_id)
+    ).all()
+    return {int(tenant_id): int(count or 0) for tenant_id, count in rows if tenant_id is not None}
+
+
 def get_storage_status(db: Session) -> dict[str, Any]:
     root_exists = STORAGE_ROOT.exists()
     branding_exists = BRANDING_ROOT.exists()
@@ -166,6 +273,102 @@ def get_storage_status(db: Session) -> dict[str, Any]:
         "backup_export_count": backup_exports,
         "used_bytes": root_size,
         "used_display": format_bytes(root_size),
+        "status_label": "Ready" if root_exists and branding_exists else "Needs attention",
+    }
+
+
+def get_firm_setup_health(db: Session, limit: int = 200) -> dict[str, Any]:
+    tenants = db.execute(select(Tenant).order_by(Tenant.id.desc()).limit(limit)).scalars().all()
+    maps = _common_count_maps(db)
+    admin_counts = _firm_admin_counts(db)
+    pending_invites = _pending_firm_admin_invites_by_tenant(db)
+    primary_admins = _primary_firm_admins(db)
+    primary_branches = _primary_branch_names(db)
+
+    rows: list[dict[str, Any]] = []
+    incomplete = 0
+    missing_branch = 0
+    missing_admin = 0
+    missing_fy = 0
+    missing_services = 0
+    missing_branding = 0
+
+    for tenant in tenants:
+        tid = int(tenant.id)
+        branch_ok = maps["branch"].get(tid, 0) > 0
+        admin_ok = admin_counts.get(tid, 0) > 0
+        fy_ok = maps["fy"].get(tid, 0) > 0
+        current_fy_ok = maps["current_fy"].get(tid, 0) > 0
+        services_ok = maps["selected_service"].get(tid, 0) > 0
+        users_ok = maps["user"].get(tid, 0) > 0
+        branding_ok = bool((tenant.display_name or tenant.name) and (tenant.logo_path or tenant.primary_color or tenant.contact_email))
+        billing_ok = maps["billing_setting"].get(tid, 0) > 0
+
+        checks = [branch_ok, admin_ok, fy_ok, services_ok, users_ok]
+        score = sum(1 for item in checks if item)
+        status = "Ready" if all(checks) else "Incomplete"
+        if not all(checks):
+            incomplete += 1
+        if not branch_ok:
+            missing_branch += 1
+        if not admin_ok:
+            missing_admin += 1
+        if not fy_ok:
+            missing_fy += 1
+        if not services_ok:
+            missing_services += 1
+        if not branding_ok:
+            missing_branding += 1
+
+        missing = []
+        if not branch_ok:
+            missing.append("Branch")
+        if not admin_ok:
+            missing.append("Firm Admin")
+        if not fy_ok:
+            missing.append("FY")
+        if not services_ok:
+            missing.append("Services")
+        if not users_ok:
+            missing.append("Users")
+
+        rows.append({
+            "id": tid,
+            "code": tenant.code,
+            "name": tenant.display_name or tenant.name,
+            "is_active": tenant.is_active,
+            "branch_ok": branch_ok,
+            "admin_ok": admin_ok,
+            "fy_ok": fy_ok,
+            "current_fy_ok": current_fy_ok,
+            "services_ok": services_ok,
+            "users_ok": users_ok,
+            "branding_ok": branding_ok,
+            "billing_ok": billing_ok,
+            "branch_count": maps["branch"].get(tid, 0),
+            "user_count": maps["user"].get(tid, 0),
+            "fy_count": maps["fy"].get(tid, 0),
+            "selected_service_count": maps["selected_service"].get(tid, 0),
+            "billing_setting_count": maps["billing_setting"].get(tid, 0),
+            "primary_admin": primary_admins.get(tid, "-"),
+            "primary_branch": primary_branches.get(tid, "-"),
+            "pending_invites": pending_invites.get(tid, 0),
+            "score": score,
+            "score_total": len(checks),
+            "status": status,
+            "missing_text": ", ".join(missing) if missing else "None",
+        })
+
+    return {
+        "rows": rows,
+        "total": len(rows),
+        "ready": len(rows) - incomplete,
+        "incomplete": incomplete,
+        "missing_branch": missing_branch,
+        "missing_admin": missing_admin,
+        "missing_fy": missing_fy,
+        "missing_services": missing_services,
+        "missing_branding": missing_branding,
     }
 
 
@@ -181,44 +384,52 @@ def get_overview(db: Session) -> dict[str, Any]:
     pending_invites = _pending_firm_admin_invite_count(db)
     storage = get_storage_status(db)
     smtp = _platform_smtp_status(db)
+    health = get_firm_setup_health(db, limit=500)
+    catalogue = get_catalogue_summary(db)
+    billing = get_billing_readiness(db)
+
+    needs_attention = []
+    if health["missing_branch"]:
+        needs_attention.append({"label": "Firms without branch", "count": health["missing_branch"], "tab": "firm-setup-health"})
+    if health["missing_admin"]:
+        needs_attention.append({"label": "Firms without Firm Admin", "count": health["missing_admin"], "tab": "firm-setup-health"})
+    if health["missing_fy"]:
+        needs_attention.append({"label": "Firms without FY", "count": health["missing_fy"], "tab": "firm-setup-health"})
+    if health["missing_services"]:
+        needs_attention.append({"label": "Firms without selected services", "count": health["missing_services"], "tab": "firm-setup-health"})
+    if pending_invites:
+        needs_attention.append({"label": "Firm Admin invites pending", "count": pending_invites, "tab": "firms"})
+    if catalogue["services_without_tasks_count"]:
+        needs_attention.append({"label": "Services without default tasks", "count": catalogue["services_without_tasks_count"], "tab": "catalogue"})
+    if not (smtp["configured"] and smtp["active"] and smtp["send_auth_emails"]):
+        needs_attention.append({"label": "Platform SMTP not fully ready", "count": 1, "tab": "smtp"})
+    if not (storage["storage_root_exists"] and storage["branding_root_exists"]):
+        needs_attention.append({"label": "Persistent storage path needs attention", "count": 1, "tab": "storage"})
+
     return {
         "total_firms": total_firms,
         "active_firms": active_firms,
         "inactive_firms": inactive_firms,
+        "setup_incomplete_firms": health["incomplete"],
         "pending_invites": pending_invites,
         "service_count": service_count,
         "active_service_count": active_service_count,
         "category_count": category_count,
         "default_task_count": default_task_count,
         "due_rule_count": due_rule_count,
+        "services_without_tasks": catalogue["services_without_tasks_count"],
         "storage": storage,
         "smtp": smtp,
+        "billing": billing,
+        "needs_attention": needs_attention,
     }
 
 
 def list_firms(db: Session, limit: int = 100) -> list[dict[str, Any]]:
-    branch_counts = dict(
+    maps = _common_count_maps(db)
-        db.execute(
+    primary_admins = _primary_firm_admins(db)
-            select(Branch.tenant_id, func.count(Branch.id)).group_by(Branch.tenant_id)
+    primary_branches = _primary_branch_names(db)
-        ).all()
+    pending_invites = _pending_firm_admin_invites_by_tenant(db)
-    )
-    user_counts = dict(
-        db.execute(
-            select(User.tenant_id, func.count(User.id)).group_by(User.tenant_id)
-        ).all()
-    )
-    role_ids = _firm_admin_role_ids(db)
-    primary_admins: dict[int, str] = {}
-    if role_ids:
-        rows = db.execute(
-            select(User.tenant_id, User.email, User.full_name)
-            .join(UserRole, UserRole.user_id == User.id)
-            .where(UserRole.role_id.in_(role_ids))
-            .order_by(User.id.asc())
-        ).all()
-        for tenant_id, email, full_name in rows:
-            if tenant_id not in primary_admins:
-                primary_admins[tenant_id] = full_name or email
 
     tenants = db.execute(select(Tenant).order_by(Tenant.id.desc()).limit(limit)).scalars().all()
     return [
@@ -229,9 +440,13 @@ def list_firms(db: Session, limit: int = 100) -> list[dict[str, Any]]:
             "legal_name": tenant.name,
             "firm_type": tenant.firm_type,
             "is_active": tenant.is_active,
-            "branch_count": int(branch_counts.get(tenant.id, 0) or 0),
+            "branch_count": maps["branch"].get(tenant.id, 0),
-            "user_count": int(user_counts.get(tenant.id, 0) or 0),
+            "user_count": maps["user"].get(tenant.id, 0),
+            "fy_count": maps["fy"].get(tenant.id, 0),
+            "selected_service_count": maps["selected_service"].get(tenant.id, 0),
             "primary_admin": primary_admins.get(tenant.id, "-"),
+            "primary_branch": primary_branches.get(tenant.id, "-"),
+            "pending_invites": pending_invites.get(tenant.id, 0),
             "contact_email": tenant.contact_email,
         }
         for tenant in tenants
@@ -240,7 +455,7 @@ def list_firms(db: Session, limit: int = 100) -> list[dict[str, Any]]:
 
 def get_catalogue_summary(db: Session) -> dict[str, Any]:
     categories = db.execute(select(ServiceCategory).order_by(ServiceCategory.sort_order.asc(), ServiceCategory.name.asc())).scalars().all()
-    services = db.execute(select(ServiceCatalogue).order_by(ServiceCatalogue.sort_order.asc(), ServiceCatalogue.service_name.asc()).limit(100)).scalars().all()
+    services = db.execute(select(ServiceCatalogue).order_by(ServiceCatalogue.sort_order.asc(), ServiceCatalogue.service_name.asc()).limit(150)).scalars().all()
     task_counts = dict(
         db.execute(
             select(ServiceDefaultTaskTemplate.service_catalogue_id, func.count(ServiceDefaultTaskTemplate.id))
@@ -253,13 +468,27 @@ def get_catalogue_summary(db: Session) -> dict[str, Any]:
             .group_by(ServiceDueDateRule.service_catalogue_id)
         ).all()
     )
+    services_without_tasks = [service for service in services if int(task_counts.get(service.id, 0) or 0) == 0]
+    inactive_services = [service for service in services if not service.is_active]
     return {
         "category_count": scalar_count(db, select(func.count(ServiceCategory.id))),
         "service_count": scalar_count(db, select(func.count(ServiceCatalogue.id))),
         "active_service_count": scalar_count(db, select(func.count(ServiceCatalogue.id)).where(ServiceCatalogue.is_active.is_(True))),
+        "inactive_service_count": scalar_count(db, select(func.count(ServiceCatalogue.id)).where(ServiceCatalogue.is_active.is_(False))),
         "default_task_count": scalar_count(db, select(func.count(ServiceDefaultTaskTemplate.id))),
         "due_rule_count": scalar_count(db, select(func.count(ServiceDueDateRule.id))),
+        "services_without_tasks_count": scalar_count(
+            db,
+            select(func.count(ServiceCatalogue.id)).outerjoin(
+                ServiceDefaultTaskTemplate,
+                ServiceDefaultTaskTemplate.service_catalogue_id == ServiceCatalogue.id,
+            ).group_by(ServiceCatalogue.id).having(func.count(ServiceDefaultTaskTemplate.id) == 0)
+        ) if False else len(services_without_tasks),
         "categories": categories,
+        "services_without_tasks_preview": [
+            {"id": service.id, "code": service.service_code, "name": service.service_name}
+            for service in services_without_tasks[:10]
+        ],
         "services": [
             {
                 "id": service.id,
@@ -271,6 +500,7 @@ def get_catalogue_summary(db: Session) -> dict[str, Any]:
                 "is_active": service.is_active,
                 "task_count": int(task_counts.get(service.id, 0) or 0),
                 "rule_count": int(rule_counts.get(service.id, 0) or 0),
+                "readiness": "Ready" if int(task_counts.get(service.id, 0) or 0) > 0 else "No default tasks",
             }
             for service in services
         ],
@@ -281,14 +511,58 @@ def get_smtp_summary(db: Session) -> dict[str, Any]:
     return _platform_smtp_status(db)
 
 
-def get_report_cards(db: Session) -> list[dict[str, str]]:
+def get_billing_readiness(db: Session) -> dict[str, Any]:
+    firm_count = scalar_count(db, select(func.count(Tenant.id)))
+    firm_billing_settings = 0
+    if BillingSettings is not None:
+        firm_billing_settings = scalar_count(db, select(func.count(func.distinct(BillingSettings.tenant_id))))
+
+    if PlatformPlan is None or PlatformBillingAccount is None or PlatformSubscription is None:
+        return {
+            "available": False,
+            "plan_count": 0,
+            "active_plan_count": 0,
+            "audit_firm_account_count": 0,
+            "active_subscription_count": 0,
+            "expired_subscription_count": 0,
+            "firms_without_account": firm_count,
+            "firm_billing_settings": firm_billing_settings,
+            "firms_without_billing_settings": max(firm_count - firm_billing_settings, 0),
+            "message": "Platform billing models are not available in this deployment.",
+        }
+
+    plan_count = scalar_count(db, select(func.count(PlatformPlan.id)))
+    active_plan_count = scalar_count(db, select(func.count(PlatformPlan.id)).where(PlatformPlan.is_active.is_(True)))
+    audit_firm_account_count = scalar_count(db, select(func.count(PlatformBillingAccount.id)).where(PlatformBillingAccount.account_type == "AUDIT_FIRM"))
+    active_subscription_count = scalar_count(db, select(func.count(PlatformSubscription.id)).where(PlatformSubscription.status == "ACTIVE"))
+    expired_subscription_count = scalar_count(db, select(func.count(PlatformSubscription.id)).where(PlatformSubscription.status.in_(["EXPIRED", "CANCELLED", "SUSPENDED"])))
+    invoice_count = 0
+    if PlatformInvoice is not None:
+        invoice_count = scalar_count(db, select(func.count(PlatformInvoice.id)))
+    return {
+        "available": True,
+        "plan_count": plan_count,
+        "active_plan_count": active_plan_count,
+        "audit_firm_account_count": audit_firm_account_count,
+        "active_subscription_count": active_subscription_count,
+        "expired_subscription_count": expired_subscription_count,
+        "platform_invoice_count": invoice_count,
+        "firms_without_account": max(firm_count - audit_firm_account_count, 0),
+        "firm_billing_settings": firm_billing_settings,
+        "firms_without_billing_settings": max(firm_count - firm_billing_settings, 0),
+        "message": "Platform billing module is available." if plan_count else "Platform billing exists but plans may need setup.",
+    }
+
+
+def get_report_cards(db: Session) -> dict[str, list[dict[str, str]]]:
     overview = get_overview(db)
-    return [
+    return {
+        "Firm Reports": [
             {
                 "title": "Firm Setup Completeness",
-            "description": "Review firms, admin invite status, branches and basic readiness.",
+                "description": "Checklist of branch, Firm Admin, FY, selected services and users.",
-            "metric": f"{overview['total_firms']} firms",
+                "metric": f"{overview['setup_incomplete_firms']} incomplete",
-            "href": "/system-admin/dashboard?tab=firms",
+                "href": "/system-admin/dashboard?tab=firm-setup-health",
             },
             {
                 "title": "Firm Admin Invite Status",
@@ -297,14 +571,30 @@ def get_report_cards(db: Session) -> list[dict[str, str]]:
                 "href": "/system-admin/dashboard?tab=firms",
             },
             {
-            "title": "Service Catalogue Readiness",
+                "title": "Firm User Count Report",
-            "description": "Check categories, services, default task templates and due-date rules.",
+                "description": "Review branch, user, FY and service count per firm.",
-            "metric": f"{overview['service_count']} services / {overview['default_task_count']} tasks",
+                "metric": f"{overview['total_firms']} firms",
+                "href": "/system-admin/dashboard?tab=firms",
+            },
+        ],
+        "Service Reports": [
+            {
+                "title": "Catalogue Readiness",
+                "description": "Check service categories, services, templates and due-date rules.",
+                "metric": f"{overview['service_count']} services",
                 "href": "/system-admin/dashboard?tab=catalogue",
             },
+            {
+                "title": "Services Without Default Tasks",
+                "description": "Services that may not generate execution tasks correctly.",
+                "metric": f"{overview['services_without_tasks']} services",
+                "href": "/system-admin/dashboard?tab=catalogue",
+            },
+        ],
+        "System Reports": [
             {
                 "title": "Platform SMTP Status",
-            "description": "Check whether system emails can be sent for firm invites and security notices.",
+                "description": "Check whether system emails can be sent for firm invites and notices.",
                 "metric": "Ready" if overview["smtp"]["configured"] and overview["smtp"]["active"] else "Needs setup",
                 "href": "/system-admin/dashboard?tab=smtp",
             },
@@ -320,14 +610,16 @@ def get_report_cards(db: Session) -> list[dict[str, str]]:
                 "metric": "Latest 25",
                 "href": "/system-admin/dashboard?tab=audit-logs",
             },
-    ]
+        ],
+    }
 
 
-def get_wizard_cards() -> list[dict[str, str]]:
+def get_wizard_cards() -> dict[str, list[dict[str, str]]]:
-    return [
+    return {
+        "Setup Wizards": [
             {
                 "title": "Create Firm Wizard",
-            "description": "Create a firm, primary branch, Firm Admin, employee link and invite.",
+                "description": "Create tenant, primary branch, Firm Admin, employee link and invite.",
                 "href": "/wizards/system/firm/new",
                 "action": "Open Wizard",
             },
@@ -337,19 +629,42 @@ def get_wizard_cards() -> list[dict[str, str]]:
                 "href": "/email/platform-smtp",
                 "action": "Configure SMTP",
             },
+        ],
+        "Catalogue Wizards": [
             {
                 "title": "Service Catalogue",
-            "description": "Manage master service catalogue and default task templates.",
+                "description": "Manage master service catalogue.",
                 "href": "/services/catalogue",
                 "action": "Open Catalogue",
             },
+            {
+                "title": "Default Task Templates",
+                "description": "Manage default task templates used by firms.",
+                "href": "/services/default-templates",
+                "action": "Open Templates",
+            },
             {
                 "title": "Bulk Service Imports",
                 "description": "Use existing bulk import screens for service master and default tasks.",
                 "href": "/services/bulk-imports",
                 "action": "Open Imports",
             },
-    ]
+        ],
+        "Control Shortcuts": [
+            {
+                "title": "Platform Billing",
+                "description": "Open existing platform billing module.",
+                "href": "/platform-billing",
+                "action": "Open Billing",
+            },
+            {
+                "title": "Audit Logs",
+                "description": "Review system audit logs.",
+                "href": "/audit-logs",
+                "action": "Open Logs",
+            },
+        ],
+    }
 
 
 def get_recent_audit_logs(db: Session, limit: int = 25) -> list[Any]:

app/modules/system_admin_dashboard/templates/system_admin_dashboard/dashboard.html

@@ -1,25 +1,28 @@
-{% extends "ui/templates/base/layout.html" %}
+{% extends "ui/templates/base/layout.html" %}
 {% block content %}
 <section class="space-y-6">
   <div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
     <div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
       <div>
-        <p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Platform Utility Centre</p>
+        <p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Platform Control Centre</p>
-        <h1 class="mt-2 text-2xl font-bold text-slate-900">System Admin Dashboard</h1>
+        <h1 class="mt-2 text-2xl font-bold text-slate-900">System Admin Dashboard V2</h1>
-        <p class="mt-1 text-sm text-slate-500">Monitor firms, service catalogue, SMTP, storage, reports, wizards and audit logs from one place.</p>
+        <p class="mt-1 text-sm text-slate-500">Monitor firm readiness, catalogue health, SMTP, storage, billing readiness, reports, wizards and audit logs.</p>
       </div>
       <div class="flex flex-wrap gap-2">
         <a href="/wizards/system/firm/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">+ Create Firm</a>
         <a href="/email/platform-smtp" class="rounded-xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Platform SMTP</a>
+        <a href="/platform-billing" class="rounded-xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Platform Billing</a>
       </div>
     </div>
 
     {% set tabs = [
       ('overview', 'Overview'),
       ('firms', 'Firms'),
+      ('firm-setup-health', 'Setup Health'),
       ('catalogue', 'Service Catalogue'),
       ('smtp', 'Platform SMTP'),
       ('storage', 'Storage'),
+      ('billing', 'Billing Readiness'),
       ('reports', 'Reports'),
       ('wizards', 'Wizards'),
       ('audit-logs', 'Audit Logs')
@@ -95,4 +98,3 @@
 })();
 </script>
 {% endblock %}
-

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/audit_logs.html

@@ -1,13 +1,13 @@
 <div class="rounded-3xl border border-slate-200 bg-white shadow-soft">
-  <div class="border-b border-slate-100 p-5"><h2 class="text-lg font-bold text-slate-900">Recent Audit Logs</h2><p class="text-sm text-slate-500">Latest 25 audit events.</p></div>
+  <div class="border-b border-slate-100 p-5"><h2 class="text-lg font-bold text-slate-900">Recent Audit Logs</h2><p class="text-sm text-slate-500">Latest 25 audit events with target tenant and IP details.</p></div>
   <div class="overflow-x-auto">
     <table class="min-w-full divide-y divide-slate-100 text-sm">
-      <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Time</th><th class="px-5 py-3">User</th><th class="px-5 py-3">Action</th><th class="px-5 py-3">Entity</th><th class="px-5 py-3">Status</th></tr></thead>
+      <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Time</th><th class="px-5 py-3">User</th><th class="px-5 py-3">Action</th><th class="px-5 py-3">Entity</th><th class="px-5 py-3">Target Tenant</th><th class="px-5 py-3">IP</th><th class="px-5 py-3">Status</th></tr></thead>
       <tbody class="divide-y divide-slate-100">
         {% for log in audit_logs %}
-        <tr class="hover:bg-slate-50"><td class="px-5 py-3 whitespace-nowrap">{{ log.created_at_utc }}</td><td class="px-5 py-3">{{ log.actor_email or '-' }}</td><td class="px-5 py-3 font-semibold text-slate-900">{{ log.action }}</td><td class="px-5 py-3">{{ log.entity_type }}{% if log.entity_name %} > {{ log.entity_name }}{% endif %}</td><td class="px-5 py-3"><span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-700">{{ log.status }}</span></td></tr>
+        <tr class="hover:bg-slate-50"><td class="px-5 py-3 whitespace-nowrap">{{ log.created_at_utc }}</td><td class="px-5 py-3">{{ log.actor_email or '-' }}</td><td class="px-5 py-3 font-semibold text-slate-900">{{ log.action }}</td><td class="px-5 py-3">{{ log.entity_type }}{% if log.entity_name %} &gt; {{ log.entity_name }}{% endif %}</td><td class="px-5 py-3">{{ log.target_tenant_id or '-' }}</td><td class="px-5 py-3">{{ log.ip_address or '-' }}</td><td class="px-5 py-3"><span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-700">{{ log.status }}</span></td></tr>
         {% else %}
-        <tr><td colspan="5" class="px-5 py-8 text-center text-slate-500">No audit logs found.</td></tr>
+        <tr><td colspan="7" class="px-5 py-8 text-center text-slate-500">No audit logs found.</td></tr>
         {% endfor %}
       </tbody>
     </table>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/billing.html

@@ -0,0 +1,17 @@
+<div class="space-y-6">
+  <div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
+    <h2 class="text-lg font-bold text-slate-900">Billing Readiness</h2>
+    <p class="mt-1 text-sm text-slate-500">Read-only view of existing platform billing and firm billing setup readiness.</p>
+    {% if not billing.available %}<div class="mt-4 rounded-2xl border border-amber-100 bg-amber-50 p-4 text-sm font-semibold text-amber-800">{{ billing.message }}</div>{% endif %}
+  </div>
+  <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Platform Plans</div><div class="mt-2 text-2xl font-bold">{{ billing.plan_count }}</div><div class="text-xs text-slate-500">{{ billing.active_plan_count }} active</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Firm Accounts</div><div class="mt-2 text-2xl font-bold">{{ billing.audit_firm_account_count }}</div><div class="text-xs text-slate-500">{{ billing.firms_without_account }} firms without account</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Subscriptions</div><div class="mt-2 text-2xl font-bold text-emerald-700">{{ billing.active_subscription_count }}</div><div class="text-xs text-slate-500">{{ billing.expired_subscription_count }} expired/suspended/cancelled</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Firm Billing Settings</div><div class="mt-2 text-2xl font-bold">{{ billing.firm_billing_settings }}</div><div class="text-xs text-slate-500">{{ billing.firms_without_billing_settings }} firms pending</div></div>
+  </div>
+  <div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
+    <h3 class="font-bold text-slate-900">Actions</h3>
+    <div class="mt-4 flex flex-wrap gap-2"><a href="/platform-billing" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Open Platform Billing</a><a href="/billing/settings" class="rounded-xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Open Firm Billing Settings</a></div>
+  </div>
+</div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/catalogue.html

@@ -1,24 +1,30 @@
 <div class="space-y-6">
-  <div class="grid gap-4 md:grid-cols-4">
+  <div class="grid gap-4 md:grid-cols-3 xl:grid-cols-6">
     <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Categories</div><div class="mt-2 text-2xl font-bold">{{ catalogue.category_count }}</div></div>
     <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Services</div><div class="mt-2 text-2xl font-bold">{{ catalogue.service_count }}</div><div class="text-xs text-slate-500">{{ catalogue.active_service_count }} active</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Inactive</div><div class="mt-2 text-2xl font-bold">{{ catalogue.inactive_service_count }}</div></div>
     <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Default Tasks</div><div class="mt-2 text-2xl font-bold">{{ catalogue.default_task_count }}</div></div>
     <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Due Rules</div><div class="mt-2 text-2xl font-bold">{{ catalogue.due_rule_count }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">No Tasks</div><div class="mt-2 text-2xl font-bold {% if catalogue.services_without_tasks_count %}text-amber-700{% else %}text-emerald-700{% endif %}">{{ catalogue.services_without_tasks_count }}</div></div>
   </div>
 
+  {% if catalogue.services_without_tasks_preview %}
+  <div class="rounded-3xl border border-amber-100 bg-amber-50 p-5 shadow-soft"><h3 class="font-bold text-amber-900">Services without default tasks</h3><div class="mt-3 flex flex-wrap gap-2">{% for service in catalogue.services_without_tasks_preview %}<span class="rounded-full bg-white px-3 py-1 text-xs font-semibold text-amber-800">{{ service.code }} - {{ service.name }}</span>{% endfor %}</div></div>
+  {% endif %}
+
   <div class="rounded-3xl border border-slate-200 bg-white shadow-soft">
     <div class="flex flex-col gap-3 border-b border-slate-100 p-5 md:flex-row md:items-center md:justify-between">
-      <div><h2 class="text-lg font-bold text-slate-900">Service Catalogue Readiness</h2><p class="text-sm text-slate-500">First 100 catalogue services with default task/rule counts.</p></div>
+      <div><h2 class="text-lg font-bold text-slate-900">Service Catalogue Readiness</h2><p class="text-sm text-slate-500">First 150 catalogue services with default task/rule counts.</p></div>
       <div class="flex flex-wrap gap-2"><a href="/services/catalogue" class="rounded-xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Open Catalogue</a><a href="/services/default-templates" class="rounded-xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Default Templates</a></div>
     </div>
     <div class="overflow-x-auto">
       <table class="min-w-full divide-y divide-slate-100 text-sm">
-        <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Code</th><th class="px-5 py-3">Service</th><th class="px-5 py-3">Category</th><th class="px-5 py-3">Recurrence</th><th class="px-5 py-3 text-right">Tasks</th><th class="px-5 py-3 text-right">Rules</th><th class="px-5 py-3">Status</th></tr></thead>
+        <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Code</th><th class="px-5 py-3">Service</th><th class="px-5 py-3">Category</th><th class="px-5 py-3">Recurrence</th><th class="px-5 py-3 text-right">Tasks</th><th class="px-5 py-3 text-right">Rules</th><th class="px-5 py-3">Readiness</th><th class="px-5 py-3">Status</th></tr></thead>
         <tbody class="divide-y divide-slate-100">
           {% for service in catalogue.services %}
-          <tr class="hover:bg-slate-50"><td class="px-5 py-3 font-semibold">{{ service.code }}</td><td class="px-5 py-3">{{ service.name }}</td><td class="px-5 py-3">{{ service.category }}</td><td class="px-5 py-3">{{ service.recurrence_type }}</td><td class="px-5 py-3 text-right font-semibold">{{ service.task_count }}</td><td class="px-5 py-3 text-right font-semibold">{{ service.rule_count }}</td><td class="px-5 py-3"><span class="rounded-full px-2 py-1 text-xs font-semibold {% if service.is_active %}bg-emerald-50 text-emerald-700{% else %}bg-slate-100 text-slate-600{% endif %}">{% if service.is_active %}Active{% else %}Inactive{% endif %}</span></td></tr>
+          <tr class="hover:bg-slate-50"><td class="px-5 py-3 font-semibold">{{ service.code }}</td><td class="px-5 py-3">{{ service.name }}</td><td class="px-5 py-3">{{ service.category }}</td><td class="px-5 py-3">{{ service.recurrence_type }}</td><td class="px-5 py-3 text-right font-semibold">{{ service.task_count }}</td><td class="px-5 py-3 text-right font-semibold">{{ service.rule_count }}</td><td class="px-5 py-3"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if service.task_count %}bg-emerald-50 text-emerald-700{% else %}bg-amber-50 text-amber-700{% endif %}">{{ service.readiness }}</span></td><td class="px-5 py-3">{% if service.is_active %}<span class="text-emerald-700 font-semibold">Active</span>{% else %}<span class="text-slate-500">Inactive</span>{% endif %}</td></tr>
           {% else %}
-          <tr><td colspan="7" class="px-5 py-8 text-center text-slate-500">No service catalogue found.</td></tr>
+          <tr><td colspan="8" class="px-5 py-8 text-center text-slate-500">No services found.</td></tr>
           {% endfor %}
         </tbody>
       </table>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/firm_setup_health.html

@@ -0,0 +1,37 @@
+<div class="space-y-6">
+  <div class="grid gap-4 md:grid-cols-3 xl:grid-cols-6">
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Firms</div><div class="mt-2 text-2xl font-bold">{{ health.total }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Ready</div><div class="mt-2 text-2xl font-bold text-emerald-700">{{ health.ready }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Incomplete</div><div class="mt-2 text-2xl font-bold text-amber-700">{{ health.incomplete }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">No Branch</div><div class="mt-2 text-2xl font-bold">{{ health.missing_branch }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">No FY</div><div class="mt-2 text-2xl font-bold">{{ health.missing_fy }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">No Services</div><div class="mt-2 text-2xl font-bold">{{ health.missing_services }}</div></div>
+  </div>
+
+  <div class="rounded-3xl border border-slate-200 bg-white shadow-soft">
+    <div class="border-b border-slate-100 p-5"><h2 class="text-lg font-bold text-slate-900">Firm Setup Health Checklist</h2><p class="text-sm text-slate-500">A firm is ready when Branch, Firm Admin, FY, selected services and users are available.</p></div>
+    <div class="overflow-x-auto">
+      <table class="min-w-full divide-y divide-slate-100 text-sm">
+        <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Firm</th><th class="px-5 py-3">Branch</th><th class="px-5 py-3">Admin</th><th class="px-5 py-3">FY</th><th class="px-5 py-3">Services</th><th class="px-5 py-3">Users</th><th class="px-5 py-3">Branding</th><th class="px-5 py-3">Billing</th><th class="px-5 py-3">Status</th><th class="px-5 py-3">Missing</th></tr></thead>
+        <tbody class="divide-y divide-slate-100">
+          {% for firm in health.rows %}
+          <tr class="hover:bg-slate-50">
+            <td class="px-5 py-3"><div class="font-semibold text-slate-900">{{ firm.name }}</div><div class="text-xs text-slate-500">{{ firm.code }}</div></td>
+            <td class="px-5 py-3">{% if firm.branch_ok %}<span class="text-emerald-700 font-semibold">Done</span>{% else %}<span class="text-red-700 font-semibold">Missing</span>{% endif %}<div class="text-xs text-slate-500">{{ firm.branch_count }}</div></td>
+            <td class="px-5 py-3">{% if firm.admin_ok %}<span class="text-emerald-700 font-semibold">Done</span>{% else %}<span class="text-red-700 font-semibold">Missing</span>{% endif %}<div class="text-xs text-slate-500">{{ firm.primary_admin }}</div></td>
+            <td class="px-5 py-3">{% if firm.fy_ok %}<span class="text-emerald-700 font-semibold">Done</span>{% else %}<span class="text-red-700 font-semibold">Missing</span>{% endif %}<div class="text-xs text-slate-500">{{ firm.fy_count }} FY{% if firm.current_fy_ok %} / current set{% endif %}</div></td>
+            <td class="px-5 py-3">{% if firm.services_ok %}<span class="text-emerald-700 font-semibold">Done</span>{% else %}<span class="text-red-700 font-semibold">Missing</span>{% endif %}<div class="text-xs text-slate-500">{{ firm.selected_service_count }}</div></td>
+            <td class="px-5 py-3">{% if firm.users_ok %}<span class="text-emerald-700 font-semibold">Done</span>{% else %}<span class="text-red-700 font-semibold">Missing</span>{% endif %}<div class="text-xs text-slate-500">{{ firm.user_count }}</div></td>
+            <td class="px-5 py-3">{% if firm.branding_ok %}<span class="text-emerald-700 font-semibold">Started</span>{% else %}<span class="text-amber-700 font-semibold">Pending</span>{% endif %}</td>
+            <td class="px-5 py-3">{% if firm.billing_ok %}<span class="text-emerald-700 font-semibold">Ready</span>{% else %}<span class="text-amber-700 font-semibold">Pending</span>{% endif %}</td>
+            <td class="px-5 py-3"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if firm.status == 'Ready' %}bg-emerald-50 text-emerald-700{% else %}bg-amber-50 text-amber-700{% endif %}">{{ firm.status }} {{ firm.score }}/{{ firm.score_total }}</span></td>
+            <td class="px-5 py-3 text-slate-600">{{ firm.missing_text }}</td>
+          </tr>
+          {% else %}
+          <tr><td colspan="10" class="px-5 py-8 text-center text-slate-500">No firms found.</td></tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/firms.html

@@ -1,26 +1,27 @@
 <div class="rounded-3xl border border-slate-200 bg-white shadow-soft">
   <div class="flex flex-col gap-3 border-b border-slate-100 p-5 md:flex-row md:items-center md:justify-between">
-    <div><h2 class="text-lg font-bold text-slate-900">Firms / Tenants</h2><p class="text-sm text-slate-500">Latest firms created on the platform.</p></div>
+    <div><h2 class="text-lg font-bold text-slate-900">Firms / Tenants</h2><p class="text-sm text-slate-500">Firm readiness snapshot with admin, branch, FY and service counts.</p></div>
     <a href="/wizards/system/firm/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">+ Create Firm</a>
   </div>
   <div class="overflow-x-auto">
     <table class="min-w-full divide-y divide-slate-100 text-sm">
-      <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">
+      <thead class="bg-slate-50 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><tr><th class="px-5 py-3">Code</th><th class="px-5 py-3">Firm</th><th class="px-5 py-3">Status</th><th class="px-5 py-3">Primary Branch</th><th class="px-5 py-3">Firm Admin</th><th class="px-5 py-3 text-right">Branches</th><th class="px-5 py-3 text-right">Users</th><th class="px-5 py-3 text-right">FY</th><th class="px-5 py-3 text-right">Services</th><th class="px-5 py-3">Action</th></tr></thead>
-        <tr><th class="px-5 py-3">Code</th><th class="px-5 py-3">Firm</th><th class="px-5 py-3">Status</th><th class="px-5 py-3">Firm Admin</th><th class="px-5 py-3 text-right">Branches</th><th class="px-5 py-3 text-right">Users</th><th class="px-5 py-3">Action</th></tr>
-      </thead>
       <tbody class="divide-y divide-slate-100">
         {% for firm in firms %}
         <tr class="hover:bg-slate-50">
           <td class="px-5 py-3 font-semibold text-slate-900">{{ firm.code }}</td>
-          <td class="px-5 py-3"><div class="font-medium text-slate-900">{{ firm.name }}</div><div class="text-xs text-slate-500">{{ firm.firm_type or '-' }}{% if firm.contact_email %} > {{ firm.contact_email }}{% endif %}</div></td>
+          <td class="px-5 py-3"><div class="font-medium text-slate-900">{{ firm.name }}</div><div class="text-xs text-slate-500">{{ firm.firm_type or '-' }}{% if firm.contact_email %} &gt; {{ firm.contact_email }}{% endif %}</div></td>
-          <td class="px-5 py-3"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if firm.is_active %}bg-emerald-50 text-emerald-700{% else %}bg-slate-100 text-slate-600{% endif %}">{% if firm.is_active %}Active{% else %}Inactive{% endif %}</span></td>
+          <td class="px-5 py-3"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if firm.is_active %}bg-emerald-50 text-emerald-700{% else %}bg-slate-100 text-slate-600{% endif %}">{% if firm.is_active %}Active{% else %}Inactive{% endif %}</span>{% if firm.pending_invites %}<div class="mt-1 text-xs font-semibold text-amber-700">{{ firm.pending_invites }} invite pending</div>{% endif %}</td>
+          <td class="px-5 py-3 text-slate-700">{{ firm.primary_branch }}</td>
           <td class="px-5 py-3 text-slate-700">{{ firm.primary_admin }}</td>
           <td class="px-5 py-3 text-right font-semibold">{{ firm.branch_count }}</td>
           <td class="px-5 py-3 text-right font-semibold">{{ firm.user_count }}</td>
+          <td class="px-5 py-3 text-right font-semibold">{{ firm.fy_count }}</td>
+          <td class="px-5 py-3 text-right font-semibold">{{ firm.selected_service_count }}</td>
           <td class="px-5 py-3"><a href="/system-settings/tenants" class="text-sm font-semibold text-brand-700 hover:text-brand-900">Open Settings</a></td>
         </tr>
         {% else %}
-        <tr><td colspan="7" class="px-5 py-8 text-center text-slate-500">No firms found.</td></tr>
+        <tr><td colspan="10" class="px-5 py-8 text-center text-slate-500">No firms found.</td></tr>
         {% endfor %}
       </tbody>
     </table>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/overview.html

@@ -1,27 +1,36 @@
 <div class="space-y-6">
   <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Total Firms</div><div class="mt-2 text-3xl font-bold text-slate-900">{{ overview.total_firms }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Total Firms</div><div class="mt-2 text-3xl font-bold text-slate-900">{{ overview.total_firms }}</div><div class="mt-1 text-xs text-slate-500">{{ overview.active_firms }} active / {{ overview.inactive_firms }} inactive</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Active Firms</div><div class="mt-2 text-3xl font-bold text-emerald-700">{{ overview.active_firms }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Setup Incomplete</div><div class="mt-2 text-3xl font-bold {% if overview.setup_incomplete_firms %}text-amber-700{% else %}text-emerald-700{% endif %}">{{ overview.setup_incomplete_firms }}</div><div class="mt-1 text-xs text-slate-500">Firms needing setup action</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Pending Invites</div><div class="mt-2 text-3xl font-bold text-amber-700">{{ overview.pending_invites }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Pending Admin Invites</div><div class="mt-2 text-3xl font-bold {% if overview.pending_invites %}text-amber-700{% else %}text-emerald-700{% endif %}">{{ overview.pending_invites }}</div><div class="mt-1 text-xs text-slate-500">Firm Admin password/invite pending</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Platform SMTP</div><div class="mt-2 text-lg font-bold {% if overview.smtp.configured and overview.smtp.active %}text-emerald-700{% else %}text-amber-700{% endif %}">{% if overview.smtp.configured and overview.smtp.active %}Ready{% else %}Needs Setup{% endif %}</div><div class="mt-1 text-xs text-slate-500">{{ overview.smtp.message }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Platform SMTP</div><div class="mt-2 text-lg font-bold {% if overview.smtp.configured and overview.smtp.active and overview.smtp.send_auth_emails %}text-emerald-700{% else %}text-amber-700{% endif %}">{% if overview.smtp.configured and overview.smtp.active and overview.smtp.send_auth_emails %}Ready{% else %}Needs Setup{% endif %}</div><div class="mt-1 text-xs text-slate-500">{{ overview.smtp.message }}</div></div>
   </div>
 
   <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
     <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Service Catalogue</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.service_count }}</div><div class="mt-1 text-xs text-slate-500">{{ overview.active_service_count }} active services</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Default Task Templates</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.default_task_count }}</div><div class="mt-1 text-xs text-slate-500">{{ overview.due_rule_count }} due-date rules</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Default Task Templates</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.default_task_count }}</div><div class="mt-1 text-xs text-slate-500">{{ overview.services_without_tasks }} services without tasks</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Storage Used</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.storage.used_display }}</div><div class="mt-1 text-xs text-slate-500">Branding files: {{ overview.storage.branding_file_count }}</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Storage</div><div class="mt-2 text-2xl font-bold {% if overview.storage.storage_root_exists and overview.storage.branding_root_exists %}text-emerald-700{% else %}text-amber-700{% endif %}">{{ overview.storage.status_label }}</div><div class="mt-1 text-xs text-slate-500">{{ overview.storage.used_display }} used</div></div>
-    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Inactive Firms</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.inactive_firms }}</div><div class="mt-1 text-xs text-slate-500">Use Firms tab for details</div></div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Billing Readiness</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ overview.billing.active_subscription_count }}</div><div class="mt-1 text-xs text-slate-500">Active platform subscriptions</div></div>
   </div>
 
-  <div class="grid gap-4 lg:grid-cols-3">
+  <div class="grid gap-6 xl:grid-cols-3">
-    <a href="/wizards/system/firm/new" class="rounded-3xl border border-brand-100 bg-white p-5 shadow-soft hover:border-brand-300 hover:bg-brand-50">
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft xl:col-span-2">
-      <div class="text-sm font-bold text-brand-700">Create Firm Wizard</div><p class="mt-2 text-sm text-slate-600">Create tenant, branch, Firm Admin, employee link and invite.</p>
+      <div class="flex items-center justify-between gap-3"><div><h2 class="text-lg font-bold text-slate-900">Needs Attention</h2><p class="text-sm text-slate-500">Action-first list for System Admin.</p></div><a href="/system-admin/dashboard?tab=firm-setup-health" class="text-sm font-semibold text-brand-700">Open setup health</a></div>
-    </a>
+      <div class="mt-4 grid gap-3 md:grid-cols-2">
-    <a href="/email/platform-smtp" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:bg-slate-50">
+        {% for item in overview.needs_attention %}
-      <div class="text-sm font-bold text-slate-900">Platform SMTP</div><p class="mt-2 text-sm text-slate-600">Configure system email for invites and platform notifications.</p>
+        <a href="/system-admin/dashboard?tab={{ item.tab }}" class="rounded-2xl border border-amber-100 bg-amber-50 p-4 hover:border-amber-200"><div class="flex items-center justify-between gap-3"><span class="font-semibold text-amber-900">{{ item.label }}</span><span class="rounded-full bg-white px-2.5 py-1 text-xs font-bold text-amber-700">{{ item.count }}</span></div></a>
-    </a>
+        {% else %}
-    <a href="/system-admin/dashboard?tab=reports" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:bg-slate-50">
+        <div class="rounded-2xl border border-emerald-100 bg-emerald-50 p-4 text-sm font-semibold text-emerald-700 md:col-span-2">No immediate platform setup issues found.</div>
-      <div class="text-sm font-bold text-slate-900">Reports Centre</div><p class="mt-2 text-sm text-slate-600">Open setup, SMTP, storage and audit report cards.</p>
+        {% endfor %}
-    </a>
+      </div>
+    </div>
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+      <h2 class="text-lg font-bold text-slate-900">Quick Actions</h2>
+      <div class="mt-4 space-y-3">
+        <a href="/wizards/system/firm/new" class="block rounded-2xl bg-brand-600 px-4 py-3 text-sm font-semibold text-white hover:bg-brand-700">+ Create Firm Wizard</a>
+        <a href="/email/platform-smtp" class="block rounded-2xl border border-slate-200 px-4 py-3 text-sm font-semibold text-slate-700 hover:bg-slate-50">Platform SMTP Settings</a>
+        <a href="/system-admin/dashboard?tab=reports" class="block rounded-2xl border border-slate-200 px-4 py-3 text-sm font-semibold text-slate-700 hover:bg-slate-50">Reports Centre</a>
+      </div>
+    </div>
   </div>
 </div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/reports.html

@@ -1,5 +1,9 @@
+<div class="space-y-6">
+  {% for group_name, cards in report_groups.items() %}
+  <div>
+    <h2 class="mb-3 text-lg font-bold text-slate-900">{{ group_name }}</h2>
     <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
-  {% for card in report_cards %}
+      {% for card in cards %}
       <a href="{{ card.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-200 hover:bg-brand-50">
         <div class="flex items-start justify-between gap-3"><h3 class="font-bold text-slate-900">{{ card.title }}</h3><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold text-slate-700">{{ card.metric }}</span></div>
         <p class="mt-3 text-sm text-slate-600">{{ card.description }}</p>
@@ -7,3 +11,6 @@
       </a>
       {% endfor %}
     </div>
+  </div>
+  {% endfor %}
+</div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/smtp.html

@@ -3,10 +3,14 @@
     <h2 class="text-lg font-bold text-slate-900">Platform SMTP</h2>
     <p class="mt-1 text-sm text-slate-500">Used for Firm Creation Wizard invites and system-level emails.</p>
     <dl class="mt-6 grid gap-4 md:grid-cols-2">
-      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Status</dt><dd class="mt-1 font-bold {% if smtp.configured and smtp.active %}text-emerald-700{% else %}text-amber-700{% endif %}">{% if smtp.configured and smtp.active %}Ready{% else %}Needs Setup{% endif %}</dd></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Status</dt><dd class="mt-1 font-bold {% if smtp.configured and smtp.active and smtp.send_auth_emails %}text-emerald-700{% else %}text-amber-700{% endif %}">{% if smtp.configured and smtp.active and smtp.send_auth_emails %}Ready{% else %}Needs Setup{% endif %}</dd></div>
       <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Host / Port</dt><dd class="mt-1 font-semibold text-slate-900">{{ smtp.host or '-' }}{% if smtp.port %}:{{ smtp.port }}{% endif %}</dd></div>
       <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">From Email</dt><dd class="mt-1 font-semibold text-slate-900">{{ smtp.from_email or '-' }}</dd></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">From Name</dt><dd class="mt-1 font-semibold text-slate-900">{{ smtp.from_name or '-' }}</dd></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Reply To</dt><dd class="mt-1 font-semibold text-slate-900">{{ smtp.reply_to_email or '-' }}</dd></div>
       <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Security</dt><dd class="mt-1 font-semibold text-slate-900">{{ smtp.security or '-' }}</dd></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Active</dt><dd class="mt-1 font-semibold text-slate-900">{% if smtp.active %}Yes{% else %}No{% endif %}</dd></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><dt class="text-xs font-semibold uppercase text-slate-500">Auth Emails</dt><dd class="mt-1 font-semibold text-slate-900">{% if smtp.send_auth_emails %}Enabled{% else %}Disabled{% endif %}</dd></div>
     </dl>
     <p class="mt-4 text-sm text-slate-600">{{ smtp.message }}</p>
   </div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/storage.html

@@ -8,8 +8,8 @@
   <div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
     <h2 class="text-lg font-bold text-slate-900">Persistent Storage Paths</h2>
     <div class="mt-4 space-y-3 text-sm">
-      <div class="rounded-2xl bg-slate-50 p-4"><span class="font-semibold text-slate-700">Storage root:</span> <code class="text-slate-800">{{ storage.storage_root }}</code></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><span class="font-semibold text-slate-700">Storage root:</span> <code class="text-slate-800">{{ storage.storage_root }}</code> <span class="ml-2 {% if storage.storage_root_exists %}text-emerald-700{% else %}text-red-700{% endif %}">{% if storage.storage_root_exists %}Ready{% else %}Missing{% endif %}</span></div>
-      <div class="rounded-2xl bg-slate-50 p-4"><span class="font-semibold text-slate-700">Branding root:</span> <code class="text-slate-800">{{ storage.branding_root }}</code></div>
+      <div class="rounded-2xl bg-slate-50 p-4"><span class="font-semibold text-slate-700">Branding root:</span> <code class="text-slate-800">{{ storage.branding_root }}</code> <span class="ml-2 {% if storage.branding_root_exists %}text-emerald-700{% else %}text-red-700{% endif %}">{% if storage.branding_root_exists %}Ready{% else %}Missing{% endif %}</span></div>
     </div>
   </div>
 </div>

app/modules/system_admin_dashboard/templates/system_admin_dashboard/partials/wizards.html

@@ -1,5 +1,9 @@
+<div class="space-y-6">
+  {% for group_name, cards in wizard_groups.items() %}
+  <div>
+    <h2 class="mb-3 text-lg font-bold text-slate-900">{{ group_name }}</h2>
     <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
-  {% for card in wizard_cards %}
+      {% for card in cards %}
       <a href="{{ card.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-200 hover:bg-brand-50">
         <h3 class="font-bold text-slate-900">{{ card.title }}</h3>
         <p class="mt-3 text-sm text-slate-600">{{ card.description }}</p>
@@ -7,3 +11,6 @@
       </a>
       {% endfor %}
     </div>
+  </div>
+  {% endfor %}
+</div>

app/modules/system_admin_dashboard/ui.py

@@ -10,7 +10,9 @@ from app.core.security.session_auth import get_current_user
 from app.core.templating import templates
 from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
 from app.modules.system_admin_dashboard.service import (
+    get_billing_readiness,
     get_catalogue_summary,
+    get_firm_setup_health,
     get_overview,
     get_recent_audit_logs,
     get_report_cards,
@@ -26,9 +28,11 @@ router = APIRouter(prefix="/system-admin", tags=["system-admin-dashboard-ui"])
 _ALLOWED_TABS = {
     "overview",
     "firms",
+    "firm-setup-health",
     "catalogue",
     "smtp",
     "storage",
+    "billing",
     "reports",
     "wizards",
     "audit-logs",
@@ -99,16 +103,20 @@ def dashboard_tab(request: Request, tab_name: str):
             extra["overview"] = get_overview(db)
         elif tab_name == "firms":
             extra["firms"] = list_firms(db)
+        elif tab_name == "firm-setup-health":
+            extra["health"] = get_firm_setup_health(db)
         elif tab_name == "catalogue":
             extra["catalogue"] = get_catalogue_summary(db)
         elif tab_name == "smtp":
             extra["smtp"] = get_smtp_summary(db)
         elif tab_name == "storage":
             extra["storage"] = get_storage_status(db)
+        elif tab_name == "billing":
+            extra["billing"] = get_billing_readiness(db)
         elif tab_name == "reports":
-            extra["report_cards"] = get_report_cards(db)
+            extra["report_groups"] = get_report_cards(db)
         elif tab_name == "wizards":
-            extra["wizard_cards"] = get_wizard_cards()
+            extra["wizard_groups"] = get_wizard_cards()
         elif tab_name == "audit-logs":
             extra["audit_logs"] = get_recent_audit_logs(db)