BRD: Enhance dashboard usability with user-specific saved filters
- Dominant language
- JavaScript
- Stars
- 23
- Forks
- 62
- Avg merge
- 24m
- Merged PRs (30d)
- 1
Description
**Background**
The BRD currently displays all record types by default and supports filtering to narrow the results. Feedback from the early adopters is that each user focuses on a specific subsets of records (for example, filtered by the company type(s)), and every time the user logs in he needs to re-apply the filter.
Other users (like staff, helpdesk, product team, etc.) could still prefer to see all records, and individual clients will unlikely use the filter at all.
**Goal**
To improve usability and reduce repetitive actions, we can enhance the BRD by allowing users to save their preferred filter settings and have them automatically applied on login. This would make the dashboard more personalized while preserving the existing “view all records” experience for users who prefer it.
**Acceptance Criteria**
- Filters can be saved per user
- Saved filters are applied by default on dashboard load
- Users can update, clear, or reset their saved filters
- Supports existing filter types (e.g., company type)
- No impact on users who choose not to save filters
McMillan and Norton Rose Fulbright advised this is not urgent, but a good opportunity for improvement, and will make their daily tasks easier
Contributor guide
No contributing guide indexed for this repository
Research direction
Start by locating the dashboard and its existing filter implementation, then trace how user-specific settings are stored and loaded. Confirm the existing filter types, especially company type, and define the save, update, clear, reset, and default-load flows. Done means saved filters apply only for users who choose them, while users without saved filters retain the current view-all behavior.
Written by the indexing model from the issue text.
Assessment
- Tech stack
- javascript
- Domain
- full-stack
- Issue type
- Feature
- Difficulty
- 4/5
- Estimated time
- 3-5 days
- Activity status
- Stale
- Clarity
- Mostly clear
- Newbie friendliness
- 42/100