Activating & Versioning Wizard Templates¶
Purpose¶
This guide explains how administrators validate, activate, and manage template conflict resolution in Cashy-Hub using the Deal Wizard Builder.
1. Validation Before Saving¶
Before a wizard template can be persisted or updated, Cashy-Hub validates all core template constraints:
- Wizard Name: Cannot be empty.
- Item Category Assignment: A valid category node must be selected in the right panel (Apply to Item Category).
- Condition & Branch Scope: The condition scope (All, New, Used) and branch scope (Global or specific branch) must be properly defined.
- Field Completeness: All added fields must have non-empty labels, and selection controls (dropdowns/checkboxes) must have valid options configured.
If any mandatory setting is missing, a notification alerts the administrator to the specific requirement.
2. Activation & Scope Hierarchy¶
In the form header, toggling Active to ON designates the template as the live production questionnaire for the assigned category and branch scope.
Conflict Detection & Precedence¶
Cashy-Hub enforces a strict rule: Only one template may be active for any specific Category, Condition, and Branch combination.
1. Existence Verification: When saving an active template, the builder queries /api/deal-wizard/builders/exists to verify whether another template is already active for that category and branch.
2. Branch Overrides vs. Global Templates:
- Global Templates: Apply to all branches by default when Shop / Branch is set to Global.
- Branch Overrides: When an administrator creates a template specifically assigned to a single store location (e.g. CASHY Vienna 1010), Cashy-Hub automatically prioritizes the branch-specific template over the Global template for deals originated at that branch.
3. Deactivation & Archive: Older or conflicting templates can be toggled inactive or deleted directly from the Wizard Builder Directory (/deal-wizard-list).