{% extends 'base.html' %} {% load static %} {% block title %}Advanced Client Assignment Center{% endblock %} {% block extra_head %} {% endblock %} {% block content %} {% csrf_token %}

Advanced Client Assignment Center

Intelligently assign clients to portfolio managers with advanced matching algorithms, real-time analytics, and comprehensive portfolio insights

{{ stats.total_unassigned }}
Unassigned Clients
{{ branch_stats.current_branch.name|default:"All Branches" }}
👔
{{ stats.total_managers }}
Available Managers
Active Portfolio Managers
{{ stats.assignment_rate }}%
Assignment Rate
👥
{{ stats.total_clients_in_branch }}
Total Clients
{{ stats.assigned_clients_count }} assigned

📈 Portfolio Performance Overview

Workload Distribution

{% for analytics in portfolio_analytics %}
{{ analytics.manager.first_name|first }}{{ analytics.manager.last_name|first }}
{{ analytics.manager.get_full_name }}
{{ analytics.manager.role|title }}
{{ analytics.client_count }}
clients
{% endfor %}

👥 Unassigned Clients ({{ stats.total_unassigned }})

{% for client in unassigned_clients %}
{{ client.first_name|first }}{{ client.last_name|first }}
{{ client.get_full_name }}
{{ client.phone_number }}
{% if client.branch %}
{{ client.branch.name }}
{% else %}
No Branch Assigned
{% endif %} {% if client.loans.exists %}
{{ client.loans.count }} loan(s)
{% endif %}
{% empty %}

All clients are assigned!

No unassigned clients found in the current branch.

{% endfor %}

👔 Portfolio Managers ({{ stats.total_managers }})

{% for manager in portfolio_managers %}
{{ manager.first_name|first }}{{ manager.last_name|first }}
{{ manager.get_full_name }}
{{ manager.role|title }}
{% if manager.branch %}
{{ manager.branch.name }}
{% endif %}
👥{{ manager.branch_client_count }} clients
💵KSh {{ manager.total_portfolio_value|floatformat:0 }}
{% empty %}
⚠️

No managers available

Please add portfolio managers first.

{% endfor %}

Assignment Actions

0 clients selected for assignment to no manager
{% if recent_assignments %}

Recent Assignments (Last 30 Days)

{% for assignment in recent_assignments %}
👤
{{ assignment.client.get_full_name }}
Assigned to {{ assignment.portfolio_manager.get_full_name }}
by {{ assignment.assigned_by.get_full_name }}
{{ assignment.assigned_date|date:"M d, Y" }}
{{ assignment.assigned_date|time:"H:i" }}
{% endfor %}
{% endif %}
{% endblock %} {% block extra_js %} {% endblock %}