Data Flow

Employee Onboarding

Marketer submits referral (portals)
  → POST /api/referrals/  (django-api)
  → Referral model created (MySQL)
  → Notification sent to Admin (Celery + SendGrid)

Admin reviews & creates Employee account
  → Employee receives invite email
  → Employee completes application form (portals)
  → Documents uploaded to S3
  → Background check triggered (Clearchecks API)

Admin approves → Employee gains portal access
  → Onboarding forms, competency tests assigned
  → Schedule created

Document Lifecycle

Form assigned to employee
  → Employee fills / uploads (portals)
  → File stored on S3
  → PDF generated (WeasyPrint) if fillable
  → Digital signature applied (pyHanko) if required
  → Compliance document record updated (MySQL)

Authentication Flow

User submits credentials (portals)
  → POST /api/auth/login/  (dj-rest-auth)
  → JWT access + refresh tokens returned
  → Access token stored in memory (portals)
  → Refresh token in httpOnly cookie
  → Token refreshed automatically before expiry