{% extends 'base.html' %} {% load static %} {% load humanize %} {% block title %}Enhanced Portfolio Assignment Center{% endblock %} {% block extra_head %} {% endblock %} {% block content %}

Portfolio Assignment Center

Intelligent client-manager assignment with advanced analytics

Real-time capacity monitoring 📈Performance-based assignment
{{ assignment_stats.total_unassigned }}
Unassigned
{{ assignment_stats.total_managers }}
Managers
{{ assignment_stats.avg_clients_per_manager|floatformat:0 }}
Avg/Manager
{{ recent_assignments|length }}
Recent

⚙️ Assignment Mode

Manual Assignment

Select specific clients and managers for precise control

Automatic Assignment

AI-powered bulk assignment using smart algorithms

👥 Available Clients {{ assignment_stats.total_unassigned }}

0 selected
🔍
{% for client in unassigned_clients %}
{{ client.get_initials }}

{{ client.get_full_name }}

📞{{ client.phone_number }} {% if client.location %} 📍{{ client.location }} {% endif %}
{{ client.business_type|default:"General" }} {% if client.branch %} {{ client.branch.name }} {% endif %}
{% empty %}
👥

No Unassigned Clients

All clients have been assigned to portfolio managers.

{% endfor %}

👔 Portfolio Managers {{ assignment_stats.total_managers }}

Select a manager to assign clients (Manual mode only)

{% for manager in portfolio_managers %}
{{ manager.get_initials }}

{{ manager.get_full_name }}

{{ manager.role|title }} {% if manager.branch %} {{ manager.branch.name }} {% endif %}
{{ manager.client_count }}
clients
Capacity {{ manager.client_count }}/{{ manager.max_capacity }}
{{ manager.available_slots }} slots available
{{ manager.active_loans }}
Active Loans
KES {{ manager.total_portfolio_value|floatformat:0|intcomma }}
Portfolio Value
{% empty %}
👔

No Portfolio Managers

No active portfolio managers found.

{% endfor %}

Assignment Summary

Selected Clients: 0
Target Manager: None selected
Assignment Mode: Manual

Assignment Reason

Actions

📈 View Dashboard
{% if recent_assignments %}

Recent Assignments (Last 30 Days)

{% for assignment in recent_assignments %} {% endfor %}
Client Manager Assigned By Date Reason
{{ assignment.client.get_initials }}
{{ assignment.client.get_full_name }}
{{ assignment.portfolio_manager.get_initials }}
{{ assignment.portfolio_manager.get_full_name }}
{{ assignment.assigned_by.get_full_name }} {{ assignment.assigned_date|date:"M d, Y H:i" }} {{ assignment.reason|truncatechars:50 }}
{% endif %}
{% endblock %}