Case status pill reference

Reference page. Every visual combination of structured status pills used across /client/cases list and 5 case detail states · all on one page. This page is not part of the cabinet — it exists as a quick reference for any pill combination without opening 6 different prototypes.

Composition rules

Every case displays 1–4 pills, grouped by layer with vertical dashed separators between groups:

  1. Core case status — always present (1 pill, solid dark)
  2. Waiting side — shown while case is active, hidden once Decision received / Closed (1 pill, light filled)
  3. Decision result — shown only when Core = Decision received (1 pill, named provider always)
  4. Derived badges — 0..N pills (dashed border, subdued)

Pill layer legend visual identity by layer

Core case status · solid dark

Lifecycle stage. Always present. Single most important state indicator. Always visible first.

Draft In preparation Ready to submit Under provider review Decision received Closed Cancelled

Waiting side · light filled

Who acts next. Hidden in terminal states (Decision received / Closed / Cancelled).

Waiting client Waiting provider

Decision result · named provider

Only shown when Core = Decision received. Always includes the provider name (red lines compliance).

Approved by Lumen Asia Rejected by Helios Trust Escalated by Northbank Custody

Derived badges · dashed subdued

Computed from underlying data. Multiple can appear. Always secondary to Core / Decision.

Not ready Action required Overdue Blocked Response bundle blocked Ready for response

Not ready vs Action required two states that look similar but mean different things

Both badges signal that the client has work to do. They are different states with different visual identity, different copy, and different next steps. The reference page makes this split explicit so they are not used interchangeably.

Not ready

Pre-submission state

When it shows: case is still in Draft or In preparation. Nothing has been sent to the provider yet. Submit button is disabled until all blocking requirements are completed.

What blocks it: blocking readiness items inside the case itself — missing documents, missing required profile fields, jurisdiction excluded by provider config.

Next step copy: "Complete N blocking requirements before submission" or a specific item like "Upload Certificate of Incorporation".

Visual identity: amber (warning, not urgent) — work is needed but no deadline is running, no provider is waiting.

Action required

Post-submission state

When it shows: case is already submitted and under provider review, but the provider has opened a clarification request and the client has open required action items inside it. Submit is not relevant here — the client should respond to the request.

What blocks it: open required items inside the active provider request. Response bundle cannot be sent partial.

Next step copy: "Complete N provider-requested tasks" or a specific action item.

Visual identity: red (urgent) — provider is waiting, deadline is running. Different stakes than pre-submission readiness.

Decision rule

If no active provider request exists and there are blocking readiness items → Not ready. If an active provider request exists and there are open required items inside it → Action required. The two states are mutually exclusive — a case cannot be both Not ready and Action required at the same time.

Case detail · full 4-layer composition used on /client/cases/[id]

Draft
Just created via wizard · missing documents blocking submission
Draft
Waiting client
Not ready · 6 blocking requirements
In preparation
Client editing draft · no blockers
In preparation
Waiting client
Ready to submit
All readiness checks passed · awaiting client action
Ready to submit
Waiting client
Submitted
Sent to provider · no requests yet
Waiting provider
Under provider review
Provider is reviewing · normal flow
Under provider review
Waiting provider
Under provider review + open provider request
Provider asked clarification · client working on bundle · cannot submit until response is sent
Under provider review
Waiting client
Action required Response bundle blocked · 3 of 5 done
Under provider review + ready response
All action items closed · client ready to send bundle
Under provider review
Waiting client
Ready for response
Under provider review · overdue
Provider request deadline passed · still waiting client
Under provider review
Waiting client
Action required Overdue
Decision received · Approved
Terminal state · no waiting side
Decision received
Approved by Lumen Asia
Decision received · Rejected
Terminal state · no waiting side
Decision received
Rejected by Helios Trust
Decision received · Escalated
Provider routes case to additional review (if supported)
Decision received
Escalated by Northbank Custody
Closed
Archived case · no further activity
Closed
Cancelled
Client cancelled before submission
Cancelled

Cases list · compact composition used on /client/cases

On the list view, every card uses minimum Core + Waiting pills. Derived badges and Decision are only shown when they need to attract attention (deadline approaching, decision received). Full 4-layer breakdown lives on case detail.

List card · normal
Most common compact form
Under provider review
Waiting client
List card · not ready
Draft / In preparation with blocking readiness items (pre-submission)
Draft
Waiting client
Not ready
List card · attention
Open provider request with required items (post-submission)
Under provider review
Waiting client
Action required
List card · decision
Terminal state shows core + decision (no waiting side)
Decision received
Approved by Lumen Asia
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