Manage Callings (Kanban Board)

Track and advance calling and release proposals through the pipeline using the drag-and-drop Kanban board.

The Calling Tracker (/leader/calling-system) is the central hub for all active proposals. Every calling and release that has not yet reached Done appears here as a card on a Kanban board, organized by pipeline stage.

Permissions

Permission	What you can do
`MANAGE_CALLING_PROPOSALS`	Drag cards between stages, open the detail modal with editable fields and stage advance controls, post and edit comments, delete proposals
`VIEW_CALLING_PROPOSALS`	View the board and open the read-only proposal detail modal; also unlocks the Release & Sustaining Form navigation button
Neither	The board is not accessible (redirect to login or access denied)

Kanban Board Layout

The board displays one column per pipeline stage. Each column header shows the stage name and a count badge. Cards scroll horizontally across columns; each column scrolls vertically when it contains many proposals.

What Each Card Shows

Every proposal card displays:

Name — the candidate's first and last name
Calling — the proposed calling or assignment title
Ward — the ward this calling belongs to
Submitted badge — the date the proposal was first created
Updated badge — the date the proposal was last modified

New callings have a colored left border accent; releases have a destructive (red) left border so they are visually distinct at a glance.

Pipeline Stages

Stage	Column Title	Description
SP Approval	Pending SP Approval	Newly submitted callings await Stake Presidency approval. Approvals are recorded on the Review page.
HC Approval	Pending HC Approval	Proposal has passed the SP approval threshold; High Councilors now review and approve.
Interview	Pending Interview	An interviewer must be assigned and the interview completed before the proposal advances.
Sustain	Pending Sustain	The candidate has been approved to be sustained in sacrament meeting.
Set Apart	Pending Set Apart	The person has been sustained and is waiting to be set apart in their new calling.
LCR Update	Pending LCR Update	The calling must be recorded in Leader and Clerk Resources (LCR) before the process is complete.

The current stage of a proposal is derived from the most recent stage transition recorded for that proposal — it is not a field stored directly on the proposal itself. This means the full history of every stage transition is preserved and visible on the Archive page.

Release vs. Calling Flow

The path a proposal takes through the board depends on whether it is a new calling or a release.

New calling flow: SP Approval → HC Approval → Interview → Sustain → Set Apart → LCR Update → Done

Release flow: Interview → Sustain → LCR Update → Done

Releases skip SP Approval, HC Approval, and Set Apart. They enter the board at the Interview stage and move directly from Sustain to LCR Update.

Moving Proposals with Drag and Drop

Proposals are moved between stages by dragging a card from one column and dropping it onto the target column. Drag-and-drop is only available to users with the MANAGE_CALLING_PROPOSALS permission.

Rules for dragging:

Cards can only move one stage at a time — forward or backward. Dropping a card onto a column that is more than one stage away is rejected with an informational toast.
When you begin dragging a card, only the adjacent columns (the one immediately before and immediately after the card's current stage) are highlighted as valid drop targets.

Dragging Forward (Advancing)

Dragged from	What happens
SP Approval	Advances immediately to HC Approval
HC Approval	Advances immediately to Interview
Interview	Opens the detail modal — you must assign an interviewer and mark the interview complete before the proposal can advance
Sustain	Advances immediately to Set Apart (callings) or LCR Update (releases)
Set Apart	Advances immediately to LCR Update

The LCR Update stage has no column on the board — the "Mark LCR Updated → Archive" action is only available inside the detail modal. Once LCR is marked complete the proposal moves to Done and leaves the board entirely.

Dragging Backward (Reverting)

Dragging a card to the column immediately to its left reverts the proposal one stage backward. This calls the revert endpoint (POST /proposals/{id}/revert).

Revert limits:

New callings cannot be reverted below SP Approval (stage 0).
Releases cannot be reverted below Interview (stage 2), because Interview is their starting stage.
A toast notification is shown if you attempt to revert a proposal that is already at its minimum stage.

Reverting a stage is a supported operation, not an admin-only workaround. Use it to correct an accidental advance. If a proposal has been advanced all the way to Done, it cannot be reverted and can only be viewed on the Archive page.

Click any proposal card to open the detail modal. The content of the modal differs based on your permissions.

With MANAGE_CALLING_PROPOSALS Permission

The modal is fully interactive and contains three sections:

1. Stage Actions

The top section shows the proposal's current stage as a badge, followed by controls for advancing to the next stage. Controls vary by stage:

Current Stage	Controls shown
SP Approval or HC Approval	An informational notice: "Approval at this stage is handled on the Review Callings page." No advance controls are shown here.
Interview	A two-step action: (a) select an interviewer from the user dropdown and click Assign, then (b) click Mark Interview Complete → Sustainment to advance the proposal.
Sustain	A single Mark as Sustained button that advances to Set Apart (callings) or LCR Update (releases).
Set Apart	A single Mark as Set Apart → LCR Update button.
LCR Update	A single Mark LCR Updated → Archive button. Completing this moves the proposal to Done and removes it from the board.

2. Proposal Details (Editable)

Below the stage actions is an editable form with the following fields:

Field	Description
First Name	The candidate's first name
Last Name	The candidate's last name
Spouse's First Name	Optional spouse name
Ward	Select from the ward dropdown
Calling / Assignment	The proposed calling title
Mark as release	Checkbox to toggle whether this is a release rather than a new calling

Click Save Changes in the modal footer to persist edits. Changes are applied immediately and the board refreshes.

3. Comments

Below the editable fields is a comment thread for the proposal. All users with MANAGE_CALLING_PROPOSALS can read and write comments.

All previous comments appear in chronological order, each showing the commenter's name and timestamp. If a comment has been edited, an "(edited)" label appears beside the timestamp.

Type your note in the text area at the bottom of the comments section and click Post.

Click the pencil icon on any comment you authored to switch it to an inline edit field. Click Save to confirm or Cancel to discard.

Click the trash icon on any comment you authored. A confirmation prompt appears before the comment is deleted.

Modal footer (MANAGE_CALLING_PROPOSALS):

Delete Proposal button (red, bottom-left) — permanently deletes the proposal. A confirmation dialog appears first. This button is only shown for proposals that have not yet reached the Done stage. If the proposal is already at the Sustain stage or later, the confirmation dialog warns that the proposal may have already been announced publicly.
Cancel button — closes the modal without saving.
Save Changes button — saves any edits to the proposal fields.

Without MANAGE_CALLING_PROPOSALS (View-Only)

Users without MANAGE_CALLING_PROPOSALS see a read-only view of the proposal details:

Current stage badge
Member name
Spouse name (if provided)
Proposed calling
Ward
Type (New Calling or Release)

No stage advance controls, no editable fields, and no comments section are shown. The footer contains only a Close button.

The top of the page contains quick-access buttons for related tasks:

Button	Destination	Visible to
New Recommendation	`/leader/callings/submit`	All authenticated users
Review Callings	`/leader/callings/review`	All authenticated users
Release & Sustaining Form	`/leader/sustainings`	Users with `MANAGE_CALLING_PROPOSALS` or `VIEW_CALLING_PROPOSALS`

At the bottom of the board, a Historical Records link navigates to /leader/callings/archive, where completed (Done) proposals are stored with their full stage history.

Submit a Calling Proposal — create new recommendations and releases
Review Calling Proposals — SP and HC approval voting
Calling Archive — browse completed proposals
Releases & Sustainings — prepare verbatim sustaining language