[FEATURE] Member overview - saved views #549

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opened 2026-06-30 16:08:12 +02:00 by simon · 0 comments

simon commented

2026-06-30 16:08:12 +02:00

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Description

Introduces named, reusable views that bundle the personalization layers built in parts 1–2 into one serializable, per-account-persisted unit (the Airtable/Polaris model). The single highest-leverage scalability lever: recurring complex filter+column+sort combinations move out of the live UI into a one-click view.

in-Scope

A named view bundles: filters + sort + visible columns (+ order) + density.
Create / rename / duplicate / delete views; "Save" (update current) and "Save as" (promote the current working state to a named view).
Personal vs. shared views (duplicate before converting a shared view to personal).
"Copy configuration from another view" to bootstrap a new one.
Per-account persistence (follows the user across devices).
Absorbs the payment-cycle dimension (Current/Last) as a view setting (D7).
Configurable favorite/pinned quick filters surfaced inline in the bar (the Polaris "promoted filters" idea — user/club configurable, not hard-coded; D11/D20).

out-of-Scope

Address model rework → #550.

Acceptance criteria

User can create, rename, duplicate, and delete named views; each bundles filters + sort + columns(+order) + density.
"Save" / "Save as" promote the current working state to a named view; the unnamed working state still auto-persists.
Views are persisted per account and distinguish personal vs. shared.
The payment-cycle window (Current/Last) is selectable as a view dimension.
Favorite/pinned quick filters are user-configurable and appear inline.
WCAG 2.2 AA; CI green.

Dependencies

Depends on #548 (serializable filter state) and #547 (columns/density persistence).

References

Analysis doc issue-512-member-overview-redesign.md — §6.2 (saved views), §9 (D3, D7, D11, D20), §10 (split item 3).
Parent: #512.

## Description Introduces **named, reusable views** that bundle the personalization layers built in parts 1–2 into one serializable, per-account-persisted unit (the Airtable/Polaris model). The single highest-leverage scalability lever: recurring complex filter+column+sort combinations move out of the live UI into a one-click view. ## in-Scope - A **named view** bundles: filters + sort + visible columns (+ order) + density. - **Create / rename / duplicate / delete** views; **"Save"** (update current) and **"Save as"** (promote the current working state to a named view). - **Personal vs. shared** views (duplicate before converting a shared view to personal). - **"Copy configuration from another view"** to bootstrap a new one. - **Per-account persistence** (follows the user across devices). - **Absorbs the payment-cycle dimension** (Current/Last) as a view setting (D7). - **Configurable favorite/pinned quick filters** surfaced inline in the bar (the Polaris "promoted filters" idea — user/club configurable, not hard-coded; D11/D20). ## out-of-Scope - Address model rework → #550. ## Acceptance criteria - [ ] User can **create, rename, duplicate, and delete** named views; each bundles filters + sort + columns(+order) + density. - [ ] **"Save" / "Save as"** promote the current working state to a named view; the unnamed working state still auto-persists. - [ ] Views are **persisted per account** and distinguish **personal vs. shared**. - [ ] The payment-cycle window (Current/Last) is selectable as a **view dimension**. - [ ] **Favorite/pinned quick filters** are user-configurable and appear inline. - [ ] WCAG 2.2 AA; CI green. ## Dependencies - **Depends on #548** (serializable filter state) and #547 (columns/density persistence). ## References - Analysis doc `issue-512-member-overview-redesign.md` — §6.2 (saved views), §9 (D3, D7, D11, D20), §10 (split item 3). - Parent: #512.