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Reminders

Introduction​

This guide explains how to use the Reminders page in My Home Plan to review unpaid installments and send payment reminders to clients.

Accessing the Page​

  1. From the left sidebar, click Reminders.
  2. You’ll land on the Reminders view, which lists all unpaid installments you can access.

Navigating the Page​

  • Breadcrumbs: Displays Reminders / Reminders at the top.
  • Unpaid Installments Table (sortable):
    • Client Name — One or more clients; click a name to open the client profile.
    • Project Name — Project for the installment group; click to open the group details.
    • Amount — Outstanding balance in AED.
    • Status —
      • Paid (green),
      • Overdue (red) when the due date is in the past and status is not paid,
      • Upcoming (gray) otherwise.
    • Due date —
      • Formatted as MM-DD-YYYY for standard installments,
      • Fee for fee items,
      • Post Handover if a post‑handover item without a specific due date.
    • Action — Send Reminder button to send a payment reminder per client.
  • Loading Indicator: A spinner appears while data is being fetched or actions are in progress.
  • Error Banner: A red alert appears at the top if an operation fails.

Key Features​

  • Automatic Unpaid List: Fetches unpaid installments via GET /installment-groups/installments/unpaid.
  • Deep Links: Click a Client Name to open the client record, or Project Name to open the installment group.
  • Smart Status Badges: Overdue/Upcoming calculated from installment status and dueDate.
  • Targeted Reminders: Send reminders per client in a group, with confirmation and clear sending state.
  • Message Preview: See the exact text that will be sent (amount, due date, unit, project, city).

Sending a Reminder​

  1. In the table, click Send Reminder for the target installment.
  2. In the Send Payment Reminder modal:
    • Review installment name and amount.
    • Pick one of the listed clients (phone number must be present).
    • Click Send. You’ll be asked to confirm.
  3. The system calls POST /installment-groups/sendReminder with:
    • contact.phonenumber — client phone (without the leading +).
    • contact.params — array used to render the message template: [amount, dueDate, "unit, project, city"].
    • groupId — the installment group id.
  4. If successful, the button for that client shows Sent; otherwise you’ll see an error banner.

Common Tasks​

  • Review Overdue Items: Scan the Status column for Overdue badges first.
  • Open Context Quickly: Click Project Name to review all installments and payments for that group.
  • Notify Multiple Clients: In the modal, send to each client in the group who has a valid phone number.
  • Copy Reminder Text: Use the Preview Message area as a reference if you need to notify through another channel.

Troubleshooting​

  • “No phone number available”
    • Add a valid phone to the client record before sending a reminder.
  • Reminder stays on “Sending…”
    • Check connectivity and retry; the button is disabled while the request is in flight.
  • Error Banner Appears
    • The server rejected the request. Review the error message and try again.
  • Wrong Status (Paid/Overdue)
    • Status depends on the installment status and dueDate. Make sure those fields are correct in the installment group.

Contact Support​

Reach out via: