Exemptions List View
Exemptions List View
Search and Filter
Search Functionality:
- Search by customer name
- Real-time filtering as you type
Add Exemption Button:
- Visible only to users with
exemption_createpermission - Opens modal to create new exemption for a customer
- Located in page header
Expiration Alert Banner
Purpose: Provides visual notification when certificates are approaching expiration
Display Conditions:
- Shown when any certificate expires within 2 months
- Counts all expiring certificates
- Dismissible (reappears on page refresh)
Alert Format:
- Red/warning background color
- Bell icon indicator
- Message: "X certificate(s) approaching expiry"
- Close button to dismiss
Exemptions Table
The main table displays all exemption certificates with the following information:
| Column | Description | Features |
|---|---|---|
| Customer Name | Name of customer holding exemption | Red dot indicator if expiring within 2 months |
| Exemption Type | Classification of exemption | Circular progress indicator (fully/partially exempt) |
| Jurisdiction | Country where exemption applies | Country flag and code |
| State/Region | US state or geographic region | State name |
| Effective Date | Start date when exemption becomes valid | Formatted as MM/DD/YYYY |
| Expiration Date | End date when exemption expires | Formatted as MM/DD/YYYY |
| Status | Current exemption status | Color-coded badge (Active/Inactive) |
| Actions | View certificate file | Paperclip icon (clickable if file attached) |
Visual Indicators
Expiring Certificate Indicator:
- Red dot appears next to customer name
- Displayed when certificate expires within 2 months
- Located on left side of customer name cell
- Provides at-a-glance expiration awareness
Exemption Type Indicator:
- Circular progress bar shows exemption coverage
- Fully Exempt: 100% filled, green color
- Partially Exempt: 50% filled, tinted color
Status Badge:
- Active: Green badge indicates valid exemption
- Inactive: Red badge indicates expired or inactive exemption
Certificate Attachment:
- Paperclip icon indicates viewable certificate
- 50% opacity when no file attached
- Full opacity and clickable when file is available
Certificate File Preview
Access: Click the paperclip icon on any exemption row with an attached certificate
Split-Screen View:
Supported File:
- PDF documents
- PNG images
- JPEG/JPG images
Creating Exemptions
Add Exemptions
Access: Click "Add Exemption" button in page header
| Field | Type | Required | Details |
|---|---|---|---|
| Customer | Dropdown | Yes | Searchable with infinite scroll pagination • Search by customer name • 250ms debounced search • Shows customer name or "No Name" fallback • Hidden when adding from customer detail page |
| State | Dropdown | Yes | US states only |
| Period | Date Range | Yes | Start date required, end date optional |
| Certificate | File Upload | No | Drag & drop or click to upload. Accepted types: PDF, PNG, JPEG/JPG |
Certificate Upload
Upload Methods:
- Drag and drop file onto upload area
- Click to browse and select file
File Requirements:
- Accepted formats: .pdf, .png, .jpeg, .jpg
- File size limits apply (managed by storage service)
Upload Process:
- Select or drag file
- Loading indicator displays during upload
- File uploaded to storage service
- File ID returned and associated with exemption
- Certificate becomes viewable in exemptions table