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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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

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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.

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Who it’s for

Requires permission: fa.credit_lines.view

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Before you start

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

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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.

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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.

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/hooks/useCreditLines.ts
  • src/cores/fa/components/CreditLinesTable.tsx
  • src/cores/fa/components/CreditLineDialog.tsx
  • src/cores/fa/types/index.ts