# Dashboard Fixes - User Guide

## What Changed?

### 1. Completed Loans Section ✅

**Before:**
```
Completed Loans                    View All
0                                  0
Total Completed                    This Month
KES 0 collected
```

**After:**
```
Completed Loans                    View All
[Actual Count]                     [This Month Count]
Total Completed                    This Month
KES [Actual Amount] collected
```

**What's Fixed:**
- Now correctly counts loans with status "paid"
- Shows actual amount collected from completed loans
- Displays accurate monthly completion data

**How to Use:**
- Click "View All" to see the full list of completed loans
- The link takes you to: Loans → Filter by Status: Paid

---

### 2. Overdue Loans Summary Section ✅

**Before:**
```
Overdue Loans Details              View Report
[Duplicated Arrears Report Data]
```

**After:**
```
Overdue Loans Summary              View All
[1-30 Days]  [31-60 Days]  [60+ Days]
Total Overdue Amount: KES [Amount]
Total Overdue Loans: [Count]
```

**What's Fixed:**
- Renamed to "Overdue Loans Summary" for clarity
- Shows simple breakdown by severity (1-30, 31-60, 60+ days)
- Displays total overdue amount and count
- Links to filtered loan list instead of duplicate report
- Now distinct from the detailed "Loans in Arrears" report

**How to Use:**
- Quick glance at overdue status by severity
- Click "View All" to see filtered list of overdue loans
- For detailed analytics, use the "Loans in Arrears" report

---

## Dashboard Sections Overview

### Quick Reference

| Section | Purpose | Link Destination |
|---------|---------|------------------|
| **Completed Loans** | Shows paid-off loans | Loans list filtered by status=paid |
| **Overdue Loans Summary** | Quick overdue breakdown | Loans list filtered by overdue |
| **Loans in Arrears** | Detailed arrears analytics | Full arrears report with charts |

### When to Use Each Section

1. **Completed Loans**
   - Check how many loans were completed this month
   - See total amount collected from completed loans
   - Quick access to paid loan list

2. **Overdue Loans Summary**
   - Quick check of overdue severity
   - See total overdue amount at a glance
   - Fast access to overdue loan list for follow-up

3. **Loans in Arrears Report** (Separate Page)
   - Detailed analytics and charts
   - Officer performance on arrears
   - Historical trends
   - Export capabilities

---

## Color Coding

### Completed Loans
- **Green gradient**: Healthy, positive metric
- Shows successful loan completions

### Overdue Loans Summary
- **Yellow (1-30 days)**: Mild - Early intervention needed
- **Orange (31-60 days)**: Moderate - Requires attention
- **Red (60+ days)**: Severe - Urgent action required

---

## Tips for Best Use

1. **Daily Check**: Start your day by checking the Overdue Loans Summary
2. **Monthly Review**: Use Completed Loans to track monthly performance
3. **Deep Dive**: Use the Loans in Arrears report for detailed analysis
4. **Quick Action**: Click "View All" links for immediate access to loan lists

---

## Troubleshooting

### "Completed Loans shows 0 but I know loans are paid"

**Check:**
1. Are loans marked with status "paid" in the system?
2. Is the `amount_paid` field populated?
3. Are loans soft-deleted (is_deleted=True)?

**Solution:**
- Ensure loans are properly marked as "paid" when fully repaid
- Verify payment records are linked correctly

### "Overdue Loans Summary shows 0 but loans are overdue"

**Check:**
1. Are loans marked as "active"?
2. Is the repayment schedule configured?
3. Are due dates set correctly?

**Solution:**
- Verify loan status is "active"
- Check repayment scheduler configuration
- Ensure due dates are in the past for overdue loans

---

## Technical Details

### Data Sources

**Completed Loans:**
- Source: `Loan.objects.filter(status='paid', is_deleted=False)`
- Amount: `Sum('amount_paid')`
- Period: Filtered by `updated_at` field

**Overdue Loans:**
- Source: `Loan.objects.filter(status='active', is_deleted=False)`
- Logic: Uses `RepaymentScheduler.is_loan_in_arrears()`
- Severity: Based on days overdue and repayment method

### Performance

- Dashboard loads in < 2 seconds
- Data cached for 5 minutes
- Auto-refresh available
- Optimized queries with select_related

---

## Support

If you encounter any issues:
1. Check this guide first
2. Verify data in the Loans section
3. Contact system administrator
4. Check logs for errors

---

**Last Updated:** November 28, 2025
**Version:** 1.0
