Skip to main content
Credit Lines lists all revolving credit facilities for the organization, with status and utilization filters, summary stat cards, and high-utilization alerts. Route: /fa/credit-lines

​
Overview

The page fetches all credit lines via useCreditLineList(organizationId, filters) and high-utilization credit lines via useHighUtilizationCreditLines. Summary stat cards show aggregate totals. A UtilizationFilter dropdown (all, low, medium, high) and a CreditLineStatus dropdown filter the table. An Alert component displays if high-utilization lines are present. The New Credit Line button opens CreditLineDialog. Clicking a row navigates to /fa/credit-lines/:id.

​
Who it’s for

Requires permission: fa.credit_lines.view

​
Before you start

  • You must hold the fa.credit_lines.view permission.

​
Steps

1

Navigate to Credit Lines

Go to /fa/credit-lines.
2

Review summary stats

Stat cards show aggregate credit line information.
3

Check high-utilization alert

If any credit lines have high utilization, an alert banner is shown.
4

Filter the list

Use the utilization filter and status filter dropdowns to narrow the list.
5

Open a credit line

Click a row to navigate to its detail page at /fa/credit-lines/:id.
6

Create a new credit line

Click New Credit Line to open CreditLineDialog.

​
Key concepts

  • useCreditLineList — Primary list hook; accepts organizationId and filter parameters.
  • useHighUtilizationCreditLines — Hook flagging lines with high utilization.
  • UtilizationFilter — Local type: 'all' | 'low' | 'medium' | 'high'.
  • CreditLineStatus — Type for credit line lifecycle states.
  • CreditLineWithRelations — Full type for credit line records including relations.

​
Viewing a credit line

The detail view at /fa/credit-lines/:id displays all information for a single credit line record, including utilization percentage with color-coded indicators, expiry warnings, and an inline edit capability. The page loads a credit line by :id via useCreditLine(id, currentOrganization?.id) and computes: days to expiry from end_date, expiry warning flag (≤30 days), utilization color (bg-destructive ≥80%, bg-warning ≥50%, bg-success otherwise). The CreditLineStatusBadge shows current status. The edit button opens CreditLineDialog in edit mode. Breadcrumb uses credit_line_number. Key concepts:
  • useCreditLine — Primary data hook; fetches a single credit line by id and organizationId.
  • utilization_percentage — Field on the credit line record representing current utilization.
  • CreditLineStatus — Type for credit line lifecycle status.
  • CreditLineStatusBadge — Component rendering the status visually.
  • daysToExpiry — Computed as differenceInDays(new Date(end_date), new Date()).
  1. Go to /fa/credit-lines and click a record, or navigate directly to /fa/credit-lines/:id.
  2. Review the credit line number, status badge, utilization bar, and expiry information.
  3. Check the utilization bar: green below 50%, yellow 50–79%, red 80%+. An expiry warning appears when fewer than 30 days remain.
  4. Click Edit to open CreditLineDialog and save changes to update the record.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/CreditLinesPage.tsx
  • src/cores/fa/pages/CreditLineDetailPage.tsx
  • src/cores/fa/hooks/useCreditLines.ts
  • src/cores/fa/components/CreditLinesTable.tsx
  • src/cores/fa/components/CreditLineDialog.tsx
  • src/cores/fa/components/CreditLineStatusBadge.tsx
  • src/cores/fa/types/index.ts