Skip to main content

​
Welcome to Millenium Potters

Millenium Potters is a comprehensive loan management system designed specifically for microfinance institutions. It provides a complete solution for managing unions, members, loans, and repayments with real-time analytics and role-based access control.

​
Who Is This For?

Millenium Potters is built for microfinance organizations that need to:
  • Manage multiple unions and their members across different locations
  • Process and track loans from application to completion
  • Monitor repayments with automated schedule tracking
  • Generate reports for supervisors and administrators
  • Maintain secure, role-based access for different staff levels

Credit Officers

Day-to-day loan operations, member management, and repayment recording

Supervisors

Loan approvals, officer management, and territory oversight

Administrators

Full system access, user management, and configuration

Analysts

Reports, dashboards, and performance metrics

​
Key Features

​
Dashboard & Command Center

Real-time analytics dashboard providing instant visibility into your operations:
  • Total loans and active members
  • Pending approvals and overdue payments
  • Collection rates and portfolio health
  • Recent activity feed
The interactive Command Center Tour guides new users through the dashboard features using Shepherd.js.

​
Union Management

Organize your operations by creating and managing unions:
  • Create unions with location and contact information
  • Assign credit officers to specific unions
  • Track union-level performance metrics
  • Maintain historical records of union assignments
See: ~/workspace/source/backend/prisma/schema.prisma:61-83

​
Member Management

Complete member lifecycle management:
  • Register members with full profile information
  • Upload and verify identity documents with Cloudinary storage
  • Track member verification status
  • Maintain member loan history
  • Reassign members between unions with audit trail

​
Loan Processing

Full loan lifecycle from application to completion:
1

Draft Creation

Credit officers create loan applications with borrower details, amount, terms, and purpose.
2

Approval Workflow

Supervisors review and approve or reject loan applications with notes.
3

Disbursement

Record when funds are disbursed with payment method and reference.
4

Repayment Tracking

Monitor repayments with automated schedule management and overdue tracking.
5

Completion

Loans automatically close when fully repaid.
Loan Status Flow: 
DRAFT → PENDING_APPROVAL → APPROVED → ACTIVE → COMPLETED
                     ↓
                 REJECTED

​
Repayment Tracking

Powerful repayment management features:
  • Record payments with multiple payment methods (Cash, Transfer, POS, Mobile, USSD)
  • Automatic allocation to interest and principal
  • Handle partial payments and overpayments
  • Track overdue schedules with real-time status updates
  • Generate repayment schedules for daily, weekly, or monthly payments
See: ~/workspace/source/backend/prisma/schema.prisma:310-350

​
Role-Based Access Control

Three-tier permission system:
Full system access including:
  • User management and role assignment
  • System configuration and settings
  • Access to all unions and loans
  • Ability to delete records
  • Maintenance mode control
Management and oversight:
  • Manage credit officers in their territory
  • Approve or reject loan applications
  • Generate supervisor reports
  • View all loans in assigned areas
  • Cannot modify system settings
Day-to-day operations:
  • Manage assigned unions and members
  • Create loan applications
  • Record repayments
  • View own portfolio only
  • Cannot approve loans
See: ~/workspace/source/backend/prisma/schema.prisma:19-23

​
Reports & Analytics

Comprehensive reporting system:
  • Portfolio Summary: Total loans, repayments, outstanding balance
  • Collection Reports: Payment collection rates and arrears
  • Officer Performance: Loans processed and collection metrics per officer
  • Supervisor Reports: Territory-wide analytics with customizable date ranges
  • Export Options: CSV and Excel formats for further analysis

​
Security & Audit

Enterprise-grade security features:
  • Supabase Authentication: OAuth and JWT-based authentication
  • Session Management: Track active sessions with JWT ID tracking
  • Audit Logging: Complete audit trail for all critical actions
  • Login History: Monitor user login attempts and activity
  • Rate Limiting: Protection against brute force attacks
  • Helmet.js: Security headers and XSS protection
See: ~/workspace/source/backend/package.json:42-43

​
Automated Backups

Reliable data protection:
  • CockroachDB Managed Backups: Automatic hourly backups with 30-day retention
  • Point-in-Time Recovery (PITR): Restore to any point in time
  • Cloudinary Exports: Additional backup storage in the cloud
  • Scheduled Backups: Configurable backup frequency and retention
  • Manual Backups: On-demand backup creation
See: ~/workspace/source/backend/prisma/schema.prisma:641-673

​
User Experience

​
Interactive Onboarding

New users are welcomed with an interactive tour:
  • Command Center Tour: Step-by-step introduction to dashboard features
  • Context-Sensitive Help: Tooltips and guidance throughout the interface
  • Mobile-Friendly: Responsive design with mobile-specific tour steps

​
Modern UI Components

Built with cutting-edge UI libraries:
  • Aceternity UI: Beautiful, animated components
  • Radix UI: Accessible, unstyled component primitives
  • Tailwind CSS: Utility-first styling
  • Framer Motion: Smooth animations and transitions
  • Recharts: Interactive data visualizations
See: ~/workspace/source/frontend/package.json:11-66

​
Document Management

Integrated document handling:
  • Upload member and loan documents
  • Store files securely with Cloudinary
  • Track document verification status
  • Support for multiple document types
  • Set expiry dates and issuing authorities

​
What You’ll Learn

Quick Start

Get Millenium Potters running locally in under 10 minutes

Architecture

Understand the system architecture and technology stack

User Guide

Complete guide for end users on managing loans and members

API Reference

Explore the REST API endpoints and authentication

​
System Requirements

Prerequisites:
  • Node.js 18 or higher
  • PostgreSQL 18 (local development) or CockroachDB (production)
  • Modern web browser (Chrome, Firefox, Safari, or Edge)

​
Getting Help

If you need assistance:
  • Check the User Guide for common workflows
  • Review the API Reference for integration details
  • Contact your system administrator for access issues
  • Report bugs or request features through your organization’s support channel

Ready to Get Started?

Follow our quickstart guide to set up your local development environment

Build docs developers (and LLMs) love

Get started for freeTalk to us