Conventions

Index Pages

Each entity in Pilfer (projects, spaces, scouts, assets, recurs) has dedicated index pages that are view customizable based on needs. These are accessible via the left hand shell sidebar. Entity index pages can be viewed for items across the whole account, or can be viewed in project-scoped contexts (i.e., only seeing spaces within a project).

Display Configuration

Each entity index page has a set of display utilities at the top including a search bar, saveable views, filters, and a display config. Filters help hide items from the index while the display configuration customizes the visual layout of the information.

Views (List, Grid, Kanban)

Each entity supports three view modes:

• List View: A tabular view showing items in rows with columns for properties. Best for seeing many items at once and comparing specific properties across items.
• Grid View: A card-based view displaying items as visual cards. Best for visual browsing and quick scanning of items.
• Kanban View: A board view for organizing items into columns based on a grouping property (like status). Best for workflow management and visualizing progress.

Grouping

Items can be organized using grouping options:

• Primary Grouping: The main way to group items (by status, priority, category, project, space, label, or none)
• Secondary Grouping: An additional grouping layer for more complex organization
• Board Grouping: For kanban view, determines the columns displayed

Grouping helps you organize and filter your data to focus on what matters most for your current task.

Property Toggles

Each view allows you to toggle which properties are visible. This lets you focus on the information most relevant to your current task. You can show or hide properties like:

• Status and priority
• Cost and market value
• Dates and timestamps
• Relationships (projects, spaces, categories, labels)
• Custom properties specific to each entity type

Compactness

Control the density of information displayed:

• Compact: More items visible, less detail per item
• Regular: Balanced view with moderate spacing
• Relaxed: More spacing, easier to read

Saved Views

You can save view configurations for quick access:

1. Configure your view (grouping, sorting, properties, compactness, etc.)
2. Click the views dropdown
3. Click "Save Current View"
4. Give it a name

Saved views can be:

• Personal: Only visible to you
• Shared: Visible to your team (for organization-scoped entities)

Detail Pages

Detail pages provide in-depth information and editing capabilities for individual entities. Each detail page follows consistent patterns for navigation and interaction.

Editor

The main content area of detail pages features a rich text editor powered by Lexical. The editor supports:

• Markdown formatting: Use markdown syntax for quick formatting
• Rich text editing: Full formatting toolbar with bold, italic, lists, links, and more
• Auto-save: Changes are automatically saved as you type
• Keyboard shortcuts: Efficient editing with keyboard commands

The editor is used for descriptions, notes, and any long-form content associated with entities.

Property Sidebar

On the overview tab of detail pages, a property sidebar appears on the right side (desktop) showing:

• Key Properties: Important metadata like status, priority, cost, dates
• Relationships: Links to related projects, spaces, categories, and labels
• Quick Actions: Common actions like editing, archiving, or deleting
• Metadata: Creation date, last modified, and other system information

The sidebar is hidden on mobile devices and when viewing other tabs (like Scouts, Assets, or Projections tabs).

Tabs

Detail pages use tabs to organize different aspects of an entity:

• Overview: Main content with editor and property sidebar
• Scouts: Related scouts (for projects and spaces)
• Assets: Related assets (for projects and spaces)
• Projections: Financial projections and burn models (for projects and burn models)

Tabs allow you to navigate between different views of the same entity without losing context. The active tab is indicated in the URL query parameters, making it easy to share specific views.