Deposit Release Dashboard: Smart 'Start New Release' Prioritisation
Smarter Deposit Releases Start Here
Release: v0.1.231
The Deposit Release Dashboard now guides agents to the right tenancy at the right time — no more scanning through a flat list of every tenancy just to find the one that's actually ready to process.
The Problem It Solves
Deposit releases must only be initiated when a tenancy meets specific conditions:
- The tenancy has ended
- A check-out report has been finalised
- No existing deposit release is already in progress
Previously, the 'Start New Release' modal listed every tenancy holding a deposit, regardless of whether these conditions were met. This placed the burden of eligibility-checking entirely on the agent — a manual, error-prone step that risked premature releases or missed actions.
How It Works Now
Prioritised Tenancy List
When an agent opens the 'Start New Release' modal, tenancies are now returned and displayed in the following priority order:
| Priority | Condition | Badge Label |
|---|---|---|
| 1st | Ended + finalised check-out + no existing release | Ready to release |
| 2nd | Ended + no finalised check-out | Check-out needed first |
| 3rd | Active tenancy | (shown last, no action badge) |
Badges appear inline on each tenancy row so the agent's eye is drawn immediately to actionable items.
Smart Dashboard CTA
When at least one tenancy is in the 'Ready to release' state, a contextual call-to-action appears directly on the dashboard — for example:
1 tenancy ready — start release →
Clicking this takes the agent straight into the release flow for that tenancy, reducing the workflow to a single click from the dashboard.
Data Fields Used
The listTenancies query backing the modal now includes two additional fields:
checkOutStatus— indicates whether a check-out report exists and whether it has been finaliseddepositReleaseStatus— indicates whether a release is already in progress or has been completed
These fields were already available in the work queue query and have been extended to the modal query for consistency.
Compliance Note
Initiating a deposit release before a check-out report is finalised can create disputes and compliance risks under the Renters' Rights Act. By surfacing eligibility status directly in the release workflow, this update makes the compliant path the default path.
Who This Affects
- Letting agents managing multiple tenancies simultaneously
- Property managers running periodic deposit release audits
- Any user with access to the Deposit Release Dashboard
No configuration is required. The updated prioritisation and badges are applied automatically.