{% extends 'base.html' %} {% load static %} {% block title %}Client Journey - {{ client.get_full_name }}{% endblock %} {% block extra_css %} {% endblock %} {% block content %}
{{ client.get_initials }}

{{ client.get_full_name }}

{{ client.get_role_display }} • {% if client.portfolio_manager %} Managed by {{ client.portfolio_manager.get_full_name }} {% else %} No Portfolio Manager Assigned {% endif %}
Client since {{ client.created_at|date:"F d, Y" }} ({{ client_metrics.days_as_client }} days)
📈 Client Journey Overview
{{ client_metrics.total_applications }}
Total Applications
{{ client_metrics.approved_applications }}
Approved Applications
{{ client_metrics.total_loans }}
Total Loans
{{ client_metrics.active_loans }}
Active Loans
KES {{ client_metrics.total_borrowed|floatformat:0 }}
Total Borrowed
KES {{ client_metrics.total_paid|floatformat:0 }}
Total Paid
{{ client_metrics.total_applications }}
Loan Applications
{{ client_metrics.approved_applications }}
Approved Applications
{{ client_metrics.active_loans }}
Active Loans
{{ client_metrics.completed_loans }}
Completed Loans
Client Journey Timeline
{% for event in timeline_events %}
{{ event.event }}
{{ event.date|date:"M d, Y H:i" }}

{{ event.description }}

{% if event.amount %}
Amount: KES {{ event.amount|floatformat:2 }}
{% endif %} {% if event.status %} {{ event.status|title }} {% endif %} {% if event.loan_id %} {% endif %}
{% empty %}
No Timeline Events

This client's journey timeline will appear here as events occur.

{% endfor %}
⬇️ Export Client Journey
{% endblock %} {% block extra_js %} {% endblock %}