Tracking Deal Cards, Tasks & Filtering on the Kanban Board¶

Purpose¶

This comprehensive user guide explains how store operators and branch managers monitor active pawn and purchase contracts, filter pipeline views, manage operational tasks, and interact with transaction cards on the Home Kanban board in Cashy-Hub.

1. The Home Kanban Cockpit & FilterBar¶

At the top of the Home Kanban board, the FilterBar provides real-time search and multi-criteria filtering to help operators instantly locate contracts and prioritize daily work:

Filter Controls Reference¶

Control	Type	Behavior & Usage
Search Input	Text Search	Searches across booking numbers (`B-10948`), customer names, and item titles in real time.
Company	Dropdown	Filters the entire board to transactions belonging to a specific legal operating entity.
Branch	Dropdown	Cascade-Filtered: When a company is selected, the Branch selector automatically updates to list only the physical shops belonging to that company.
Business Area	Dropdown	Filters by business unit classification (e.g. General Goods, Motor Vehicles, Luxury Watches & Jewelry).
Deal Type	Dropdown	Switch between Pawn loans and Purchase outright acquisitions.
Creation Date	Dropdown	Quick time ranges: Last 7 days or Last 30 days.
Hide Tasks	Toggle Switch	Toggles the visibility of internal store task cards. When switched ON, the board hides task cards and displays only deal contracts.
Clear Filters	Action Button	Appears automatically whenever any filter is active. Clicking it resets all dropdowns, search terms, and toggles back to default.

2. Deal Cards (Pawn & Purchase Contracts)¶

Deal cards represent active customer contracts moving through your store's pipeline.

Anatomy of a Deal Card¶

graph TD
    subgraph Card ["Deal Card Anatomy"]
        Row1["Row 1: [Country / Branch Pill] (e.g. AT / Wien)  |  Booking # (e.g. 10948)  |  [More Options ...]"]
        Row2["Row 2: Customer Full Name (e.g. Komsi Ogli)  |  [Priority Indicator]"]
        Row3["Row 3: Collateral Items Summary (e.g. iPhone 15, MacBook +1)  |  Due Date (e.g. Jan 19)"]
        Row4["Row 4: Category Pills (e.g. Electronics, Car)  |  Total Payout Amount (e.g. € 1,250.00)"]
    end

Branch / Location Pill: Displays the country code and shop name (e.g. AT / Wien or DE / Berlin) with distinctive store color styling.
Booking Number: Master reference code (e.g. B-10948) assigned when the deal is booked.
Customer Name: The primary registered borrower or seller.
Priority Indicator: Highlights transactions that require urgent attention.
Collateral Summary: Shows the first item titles and an overflow badge showing the total count of pledged items.
Due Date: Contract maturity date (Due MMM DD).
Category Tags: Business unit pills categorizing the collateral type.
Disbursement Amount: Total cash payout or loan principal formatted in Euros (€ X.XX).

Interacting with Deal Cards¶

Single Click: Selects and highlights the card on the board.
Double Click: Immediately opens the Deal Wizard in Management Mode. This allows you to review the complete contract, complete category appraisal questions (Steps 2–6), add internal customer comments, view audit timeline events, or launch Payback and Extend modals.
Drag and Drop: Click and hold any deal card to drag it horizontally into a different pipeline column as its operational status advances.

3. Operational Task Cards (Store To-Dos)¶

In addition to customer deals, the Kanban board supports Task Cards for internal store management (such as vault audits, customer ID follow-ups, or courier pickups).

[!NOTE] Deals vs. Tasks: Task cards are internal operational reminders. They are strictly separate from legal pawn contracts and do not carry financial liability or customer contract numbers.

Automatic Visual Priority Tiers¶

Task card background colors and priority icons are computed automatically based on their due date:

Priority Tier	Due Date Rule	Visual Card Style	Meaning & Operator Action
High Priority	Due Today	Red Tint (`#fef2f2`) + Red Icon	Requires immediate action before current shift closes.
Medium Priority	Due Tomorrow	Blue Tint (`#eff6ff`) + Blue Icon	Prepare documentation or collateral for tomorrow's shift.
Low Priority	Future Date	Clean White + Neutral Icon	Standard routine operational reminder.

Task Card Elements¶

Header: Displays #TaskID / Assignee / Due Date (e.g. #104 / Admin / Today) and a menu button (⋯).
Title: The core action summary (up to 40 characters).
Description: Optional detailed notes or procedural instructions (up to 100 characters).

4. Creating Tasks Directly Inside Columns¶

Operators can quickly add task reminders directly to any workflow stage:

Step-by-Step Task Creation Procedure¶

Locate the column where the operational task should reside.
In the column header, click the + (Add Task) button. An inline card titled "Adding task" expands at the top of the column.
In the text field, type the Task Title (e.g. Inspect vehicle odometer, up to 40 characters).
(Optional) In the multiline area, type a Description (up to 100 characters) with additional instructions.
Select a Priority / Due Date pill:
Click Today to assign today's date (High Priority).
Click Tomorrow to assign tomorrow's date (Medium Priority).
Click the Calendar Icon to open the mini-calendar date picker and select a custom future date.
Click Add (or press the Enter key on your keyboard).
The task card appears immediately inside the column.

[!WARNING] System INBOX Restriction: Tasks cannot be created in the first INBOX column. Clicking + in the INBOX header displays a system alert: "You can not add task to 'INBOX' column". Tasks must always be assigned to a specific operational pipeline stage.

5. Keyboard & Interaction Shortcuts¶

Key / Action	Context	Result
Enter	While typing in the Add Task form	Submits and saves the new task card.
Escape	While in the Add Task form	Cancels and dismisses the inline task card without saving.
Double Click	On any Deal Card	Launches the Deal Wizard in Management Mode.
Drag & Drop	On any Card (Deal or Task)	Moves the card to an adjacent column.
Drag & Drop	On any Column Header	Reorders the column horizontally across the board.