Ahmed Darrazi 3221ba42d1 docs: add canonical filament UI standards

2026-03-09 00:16:50 +01:00

28 KiB

Raw Permalink Blame History

TenantPilot — Comprehensive Filter Audit

Stack: Laravel 12 · Filament v5 · Livewire v4 · PostgreSQL Scope: Every table surface across Admin Panel, System Console, Dashboard Widgets & Livewire Pickers Date: 2025-07-11

1. Executive Summary

The platform has 36 table surfaces across 18 Resources, 6 RelationManagers, 9 custom/system pages, 2 dashboard widgets, and 3 Livewire picker components.

Key findings:

Metric	Value
Surfaces with ≥1 filter	16 of 36 (44 %)
Surfaces with zero filters	20 of 36 (56 %)
Total filter instances	~54
Surfaces with `persistFiltersInSession()`	7 of 36 (19 %)
Surfaces with filter defaults	6
Filter types used	`SelectFilter` (dominant), `Filter::make` (boolean), `TrashedFilter`, `TernaryFilter`, `DatePicker` range
Highest filter count on one surface	9 (FindingResource)
Resources with zero filters that need them	5+ (identified below)

Critical inconsistencies:

Session persistence is applied to only 7 of 16 filtered surfaces — the other 9 filtered surfaces lose user state on navigation.
Filter defaults vary wildly: some surfaces pre-filter to "active" records, others show everything.
No date range filter exists on surfaces that clearly need one (Findings, AlertDelivery, RestoreRun).
Status/enum filters use inconsistent option sets and labeling across the platform.
The TrashedFilter (Active/All/Archived) pattern is consistent where used but only applied to 4 resources.

2. Complete Surface Inventory

2A. Resources (18)

#	Resource	Domain	Scope	Filters	Persist?	Default
1	PolicyResource	Inventory	Tenant	4 (visibility, policy_type, category, platform)	✅	visibility=active
2	FindingResource	Governance	Tenant	9 (open, overdue, high_severity, my_assigned, status, finding_type, evidence_fidelity, scope_key, run_ids)	✅	open=true
3	OperationRunResource	Monitoring	Workspace	6 (tenant_id, type, status, outcome, initiator_name, created_at)	✅	tenant=active, created_at=30d
4	TenantResource	Settings	Workspace	3 (trashed, environment, app_status)	✅	trashed=active
5	BackupScheduleResource	Backups	Tenant	2 (trashed, enabled_state)	✅	—
6	BackupSetResource	Backups	Tenant	1 (trashed)	✅	—
7	ProviderConnectionResource	Settings	Workspace	5 (tenant, provider, status, health_status, default_only)	✅	tenant=scoped
8	PolicyVersionResource	Inventory	Tenant	1 (trashed)	❌	—
9	RestoreRunResource	Backups	Tenant	1 (trashed)	❌	—
10	InventoryItemResource	Inventory	Tenant	2 (policy_type, category)	❌	—
11	ReviewPackResource	Reporting	Tenant	1 (status)	❌	—
12	AlertDeliveryResource	Monitoring	Workspace	3 (status, event_type, alert_destination_id)	❌	—
13	EntraGroupResource	Directory	Tenant	2 (stale, group_type)	❌	—
14	AlertRuleResource	Monitoring	Workspace	0	❌	—
15	AlertDestinationResource	Monitoring	Workspace	0	❌	—
16	BaselineProfileResource	Governance	Workspace	0	❌	—
17	BaselineSnapshotResource	Governance	Workspace	0	❌	—
18	WorkspaceResource	Settings	Workspace	0	❌	—

2B. RelationManagers (6)

#	RelationManager	Parent	Filters	Notes
1	VersionsRelationManager	PolicyResource	0 (`->filters([])`)	Explicit empty
2	BackupItemsRelationManager	BackupSetResource	0 (`->filters([])`)	Explicit empty
3	BackupScheduleOperationRunsRelationManager	BackupScheduleResource	0 (`->filters([])`)	Explicit empty
4	BaselineTenantAssignmentsRelationManager	BaselineProfileResource	0	No filters block
5	TenantMembershipsRelationManager	TenantResource	0	No filters block
6	WorkspaceMembershipsRelationManager	WorkspaceResource	0	No filters block

2C. Custom & System Pages (9)

#	Page	Panel	Filters	Notes
1	InventoryCoverage	Admin	1-2 (category, restore mode)	Dynamic — restore filter only if options exist
2	Monitoring/Operations	Admin	Reuses OperationRunResource::table()	Inherits 6 filters + persistence
3	System/Ops/Runs	System	0	No filters on platform ops listing
4	System/Ops/Failures	System	0	Pre-filtered query (failed only), no user filters
5	System/Ops/Stuck	System	0	Pre-filtered via StuckRunClassifier, no user filters
6	System/Directory/Tenants	System	0	No filters
7	System/Directory/Workspaces	System	0	No filters
8	System/Security/AccessLogs	System	0	No filters
9	System/RepairWorkspaceOwners	System	0	No filters

2D. Dashboard Widgets (2)

#	Widget	Filters	Notes
1	RecentDriftFindings	0	Polling-based, no filter UI
2	RecentOperations	0	Polling-based, no filter UI

2E. Livewire Picker Components (3)

#	Component	Filters	Notes
1	BackupSetPolicyPickerTable	5 (policy_type, platform, synced_within, ignored, has_versions)	Most filters of any picker; synced_within default=7, ignored default=false
2	EntraGroupCachePickerTable	2 (stale, group_type)	Mirrors EntraGroupResource filters
3	SettingsCatalogSettingsTable	0	Read-only inspection table; purely search-driven

3. Metrics Dashboard

3A. Filter Type Distribution

Filter Type	Count	Surfaces Using It
`SelectFilter`	~35	PolicyResource, FindingResource, OperationRunResource, TenantResource, BackupScheduleResource, ProviderConnectionResource, InventoryItemResource, ReviewPackResource, AlertDeliveryResource, EntraGroupResource, InventoryCoverage, BackupSetPolicyPicker, EntraGroupCachePicker
`Filter::make` (boolean/custom)	~8	FindingResource (4: open, overdue, high_severity, my_assigned), ProviderConnectionResource (1: default_only), FindingResource (2: scope_key, run_ids)
`TrashedFilter`	4	TenantResource, BackupScheduleResource, BackupSetResource, PolicyVersionResource, RestoreRunResource
`TernaryFilter`	1	BackupSetPolicyPickerTable (ignored)
Date range (`DatePicker`)	1	OperationRunResource (created_at)

3B. Persistence Coverage

Category	With Persistence	Without	Total
Resources with filters	7	6	13
RelationManagers	0	6	6
Custom/System Pages	1 (via reuse)	8	9
Widgets	0	2	2
Livewire Pickers	0	3	3

3C. Default Filter Coverage

Surface	Filter	Default Value	Impact
PolicyResource	visibility	`active`	Hides ignored policies on first load
FindingResource	open	`true`	Shows only open findings on first load
OperationRunResource	tenant_id	Active tenant	Scopes to current tenant context
OperationRunResource	created_at	Last 30 days	Time-bounds initial view
TenantResource	trashed	`true` (Active)	Hides archived tenants
BackupSetPolicyPickerTable	synced_within	`7` (7 days)	Only recently synced policies
BackupSetPolicyPickerTable	ignored	`false`	Hides ignored policies
ProviderConnectionResource	tenant	Scoped tenant external_id	Pre-scopes to current tenant

4. Detailed Findings Per Table

4.1 PolicyResource

Filters (4):

SelectFilter('visibility') → default('active'), custom query (active hides ignored_at)
SelectFilter('policy_type') → from config, no searchable
SelectFilter('category') → custom query mapping types to categories
SelectFilter('platform') → from distinct DB values

Implicit filter: modifyQueryUsing hides policies not synced in 7 days.

Assessment:

✅ Persistence: full (search, sort, filters)
✅ Default: sensible (filters to active policies)
⚠️ policy_type options come from config — could be ->searchable() for large lists
⚠️ platform options use raw DB distinct — no label formatting
⚠️ No date range filter (last_synced_at is sortable but not filterable)

4.2 FindingResource

Filters (9) — highest in the product:

Filter::make('open') → boolean quick, default(true)
Filter::make('overdue') → boolean quick
Filter::make('high_severity') → boolean quick
Filter::make('my_assigned') → boolean quick
SelectFilter('status') → 8 manual options
SelectFilter('finding_type') → 3 manual options
SelectFilter('evidence_fidelity') → 2 manual options
Filter::make('scope_key') → TextInput form
Filter::make('run_ids') → 2 TextInputs (baseline + current run)

Assessment:

✅ Persistence: full
✅ Default: sensible (open=true)
⚠️ 9 filters may overwhelm users — consider filter groups or collapsible sections
⚠️ scope_key and run_ids are advanced/developer filters — should be in an "Advanced" section
⚠️ No date range filter (created_at, due_at exist but are not filterable)
⚠️ status has 8 manual options — should use enum for consistency

4.3 OperationRunResource

Filters (6):

SelectFilter('tenant_id') → dynamic default=active tenant, relationship options, searchable
SelectFilter('type') → from distinct DB values
SelectFilter('status') → from OperationRunStatus enum
SelectFilter('outcome') → from OperationRunOutcome enum with labels
SelectFilter('initiator_name') → from distinct DB, searchable
Filter::make('created_at') → DatePicker from/until, default=last 30 days

Assessment:

✅ Persistence: full
✅ Defaults: excellent (tenant + date range scoped)
✅ Best filter UX in the product — good model for others
⚠️ type uses raw DB distinct instead of OperationCatalog labels
✅ Date range filter — only surface that has one

4.4 TenantResource

Filters (3):

TrashedFilter::make() → labels (Active/All/Archived), default(true)
SelectFilter('environment') → 4 options
SelectFilter('app_status') → 4 options

Assessment:

✅ Persistence: full
✅ TrashedFilter pattern with default
✅ Good but minimal

4.5 BackupScheduleResource

Filters (2):

TrashedFilter::make() → Active/All/Archived
SelectFilter('enabled_state') → custom query

Assessment:

✅ Persistence: full
⚠️ Only 2 filters for a moderately complex resource

4.6 BackupSetResource

Filters (1):

TrashedFilter::make() → Active/All/Archived

Assessment:

✅ Persistence: full
⚠️ Minimal filtering — no status, no date range, no policy type summary filter

4.7 ProviderConnectionResource

Filters (5):

SelectFilter('tenant') → default=scoped tenant external_id, custom query
SelectFilter('provider') → 1 option (microsoft)
SelectFilter('status') → 4 options
SelectFilter('health_status') → 4 options
Filter::make('default_only') → boolean

Assessment:

✅ Persistence: full
✅ Good filter coverage for the domain
⚠️ provider filter has only 1 option — may be premature; could be hidden until >1 provider exists

4.8 PolicyVersionResource

Filters (1):

TrashedFilter::make() → Active/All/Archived

Assessment:

❌ No persistence
⚠️ Missing: policy_type, platform, date range (captured_at)
⚠️ Gap: this is a high-traffic resource with version history — more filters needed

4.9 RestoreRunResource

Filters (1):

TrashedFilter::make() → Active/All/Archived

Assessment:

❌ No persistence
⚠️ Missing: status, outcome, date range (started_at), dry_run flag
⚠️ Gap: operators need to quickly find failed or dry-run restores

4.10 InventoryItemResource

Filters (2):

SelectFilter('policy_type') → searchable
SelectFilter('category') → searchable

Assessment:

❌ No persistence — critical gap since this is a frequently navigated list
⚠️ Missing: platform, sync freshness, version count
⚠️ Both filters are searchable — good, but should match PolicyResource pattern

4.11 ReviewPackResource

Filters (1):

SelectFilter('status') → from ReviewPackStatus enum

Assessment:

❌ No persistence
⚠️ Single filter is reasonable for current scope

4.12 AlertDeliveryResource

Filters (3):

SelectFilter('status') → 6 options
SelectFilter('event_type') → dynamic from DB
SelectFilter('alert_destination_id') → dynamic from DB

Assessment:

❌ No persistence
⚠️ Missing: date range (created_at), tenant filter if multi-tenant scope
⚠️ Status options are manual strings — should use enum

4.13 EntraGroupResource

Filters (2):

SelectFilter('stale') → config-based staleness cutoff query
SelectFilter('group_type') → complex JSON/boolean query

Assessment:

❌ No persistence
⚠️ Complex custom queries — well-implemented but should document the staleness logic
⚠️ Mirrors EntraGroupCachePickerTable filters — good consistency

4.14–4.18 Resources with ZERO filters

Resource	Assessment
AlertRuleResource	⚠️ Missing: is_active toggle, event type, severity
AlertDestinationResource	⚠️ Missing: type/channel filter
BaselineProfileResource	⚠️ Missing: status filter
BaselineSnapshotResource	⚠️ Missing: state filter (gaps/complete)
WorkspaceResource	✅ Acceptable — small dataset, search suffices

5. Cross-Cutting Inconsistencies

5.1 Persistence Gap

7 resources have persistence. 11 resources + all 6 relation managers + 8 system pages do not.

The guard test (FilamentTableStandardsGuardTest) only enforces persistence on 7 "critical" resources:

TenantResource, PolicyResource, BackupSetResource, BackupScheduleResource
ProviderConnectionResource, FindingResource, OperationRunResource

Missing from guard: PolicyVersionResource, RestoreRunResource, InventoryItemResource, AlertDeliveryResource, EntraGroupResource, ReviewPackResource.

5.2 Filter Default Inconsistency

Pattern	Active-by-default Behavior	Surfaces
`SelectFilter('visibility')->default('active')`	Custom query	PolicyResource
`Filter::make('open')->default()`	Boolean toggle	FindingResource
`TrashedFilter->default(true)`	Hides archived	TenantResource
`SelectFilter('tenant_id')->default(...)`	Scopes to context	OperationRunResource
No default	Shows everything	10+ surfaces

Problem: Users expect consistent behavior across similar resources. Some show "active" records by default, some show everything.

5.3 Status Filter Inconsistency

Status filtering is implemented differently across surfaces:

Surface	Approach
OperationRunResource	Enum → `OperationRunStatus::class`
FindingResource	Manual array of 8 strings
AlertDeliveryResource	Manual array of 6 strings
ReviewPackResource	Enum → `ReviewPackStatus::class`
PolicyVersion/RestoreRun	TrashedFilter (soft-delete based)

Recommendation: Always source status options from the model's status enum or a centralized catalog.

5.4 Date Range Filter Gap

Only OperationRunResource has a date range filter (created_at with DatePicker form).

Surfaces that should have one but don't:

FindingResource — has created_at, due_at
AlertDeliveryResource — has created_at
RestoreRunResource — has started_at, completed_at
PolicyVersionResource — has captured_at
BackupScheduleResource — has execution history

5.5 TrashedFilter Labeling

All 4 resources using TrashedFilter apply the same label pattern — this is consistent ✅:

TrashedFilter::make()
    ->label('Archived')
    ->placeholder('Active')
    ->trueLabel('All')
    ->falseLabel('Archived')

5.6 Tenant Scoping in Filters

Surface	Approach
OperationRunResource	Explicit `SelectFilter('tenant_id')` with dynamic default
ProviderConnectionResource	Explicit `SelectFilter('tenant')` with external_id default
AlertDeliveryResource	❌ No tenant filter (scoped in query only)
System pages	❌ No filters at all (but cross-tenant by design)

6. Repeated Patterns (Extractable)

Pattern A: TrashedFilter Standard

TrashedFilter::make()
    ->label('Archived')
    ->placeholder('Active')
    ->trueLabel('All')
    ->falseLabel('Archived')

Used in: TenantResource, BackupScheduleResource, BackupSetResource, PolicyVersionResource, RestoreRunResource Extraction: Could be a helper FilterPresets::trashedArchive().

Pattern B: Config-Sourced SelectFilter

SelectFilter::make('policy_type')
    ->label('Policy type')
    ->options($options) // from config or DB
    ->searchable()

Used in: PolicyResource, InventoryItemResource, BackupSetPolicyPickerTable Note: Options source varies (config vs DB distinct vs static array).

Pattern C: Dynamic DB Distinct Options

SelectFilter::make('platform')
    ->options(fn (): array => Policy::query()
        ->where(...)
        ->whereNotNull('platform')
        ->distinct()
        ->orderBy('platform')
        ->pluck('platform', 'platform')
        ->all())

Used in: PolicyResource (platform), OperationRunResource (type, initiator_name), BackupSetPolicyPickerTable (platform), AlertDeliveryResource (event_type, alert_destination_id) Risk: N+1 on every filter render — should cache or use ->options() with static method.

Pattern D: Date Range with DatePicker (ONLY ONE INSTANCE)

Filter::make('created_at')
    ->form([
        Forms\Components\DatePicker::make('from')->label('From'),
        Forms\Components\DatePicker::make('until')->label('Until'),
    ])
    ->query(...)
    ->indicateUsing(...)

Used only in: OperationRunResource Should be in: FindingResource, AlertDeliveryResource, RestoreRunResource, PolicyVersionResource

Pattern E: Boolean Quick Filters

Filter::make('open')
    ->query(fn (Builder $query): Builder => $query->where('status', 'open'))
    ->default()

Used in: FindingResource (4 boolean quick filters) Note: Filament v5's ToggleFilter or TernaryFilter may provide better UX than Filter::make with ->default().

Pattern F: Staleness Cutoff Filter

SelectFilter::make('stale')
    ->options(['1' => 'Stale', '0' => 'Fresh'])
    ->query(function (Builder $query, array $data) use ($cutoff): Builder { ... })

Used in: EntraGroupResource, EntraGroupCachePickerTable (consistent ✅)

7. Recommended Filter UX Standard

7.1 Tier System

Tier	Surface Type	Filter Requirements
Tier 1 — Critical	High-traffic Resource lists (Policy, Finding, OperationRun, Tenant, InventoryItem)	Full persistence, smart defaults, date range where applicable
Tier 2 — Important	Moderate-traffic Resources (BackupSchedule, BackupSet, RestoreRun, PolicyVersion, ProviderConnection, AlertDelivery, EntraGroup)	Persistence, domain-appropriate filters, defaults for soft-delete
Tier 3 — Standard	Low-traffic Resources (ReviewPack, AlertRule, AlertDestination, BaselineProfile, BaselineSnapshot, Workspace)	Optional persistence, basic status filter if applicable
Tier 4 — Embedded	RelationManagers, Widgets, System pages	No persistence needed, filters only if >50 typical records
Tier 5 — Pickers	Modal picker tables	Task-specific filters, smart defaults to reduce noise

7.2 Mandatory Filter Rules

Persistence: All Tier 1 and Tier 2 surfaces MUST have ->persistFiltersInSession(), ->persistSearchInSession(), ->persistSortInSession().
Soft-delete: Every resource with SoftDeletes MUST have the standard TrashedFilter with Active/All/Archived labels.
Status enums: All status filters MUST source options from the model's enum — no manual string arrays.
Date range: Surfaces with time-series data (created_at, captured_at, started_at) in Tier 1–2 SHOULD have a date range filter.
Defaults: Surfaces that commonly have "inactive" records (ignored, archived, completed) SHOULD default to showing only "active" records.

7.3 Filter Catalog (Extractable Presets)

// Proposed: App\Support\Filament\FilterPresets
class FilterPresets
{
    public static function trashedArchive(): TrashedFilter;
    public static function dateRange(string $column, ?int $defaultDays = null): Filter;
    public static function policyType(?int $tenantId = null): SelectFilter;
    public static function platform(?int $tenantId = null): SelectFilter;
    public static function tenantScope(): SelectFilter;
}

8. Filament-Native Feasibility

Pattern	Filament v5 Native?	Notes
`SelectFilter`	✅	Core, well-supported
`TrashedFilter`	✅	Built-in, perfect for soft-delete
`TernaryFilter`	✅	Used once (BackupSetPolicyPicker); underutilized
`Filter::make` + `->default()`	✅	Works but boolean toggles are better as `TernaryFilter`
`Filter::make` + `DatePicker` form	✅	Native pattern
`->persistFiltersInSession()`	✅	Just needs to be added
`->indicateUsing()`	✅	Critical UX — shows active filter badges
Filter groups / sections	⚠️	Not natively supported; would need layout-level workaround
FilterPresets helper	Custom	Thin wrapper — not against Filament philosophy
Filter guards (tests)	Custom	Already done via `FilamentTableStandardsGuardTest`

Verdict: 100% achievable with Filament-native APIs. The only custom code needed is a thin FilterPresets helper for DRY and a guard test expansion.

9. Prioritized Gap List & Refactor Plan

P0 — Critical (Session + Data Integrity)

#	Surface	Action	Effort
1	InventoryItemResource	Add `persistFiltersInSession()` + `persistSearchInSession()` + `persistSortInSession()`	XS
2	PolicyVersionResource	Add full persistence trio	XS
3	RestoreRunResource	Add full persistence trio	XS
4	AlertDeliveryResource	Add full persistence trio	XS
5	EntraGroupResource	Add full persistence trio	XS
6	Guard test	Expand persistence enforcement list to include all Tier 1–2 resources	S

P1 — High (Missing Essential Filters)

#	Surface	Action	Effort
7	RestoreRunResource	Add status, outcome, date range filters	S
8	PolicyVersionResource	Add policy_type, platform, date range (captured_at) filters	S
9	FindingResource	Add date range filter (created_at/due_at)	S
10	AlertDeliveryResource	Add date range filter (created_at)	S
11	InventoryItemResource	Add platform, sync freshness filters	S
12	BaselineProfileResource	Add status filter	XS

P2 — Medium (Consistency & UX Polish)

#	Surface	Action	Effort
13	FindingResource status	Refactor from manual strings to enum options	XS
14	AlertDeliveryResource status	Refactor from manual strings to enum options	XS
15	OperationRunResource type	Use OperationCatalog labels instead of raw DB strings	XS
16	FilterPresets helper	Extract TrashedFilter, dateRange, policyType presets	S
17	ProviderConnectionResource	Consider hiding provider filter until >1 provider exists	XS
18	AlertRuleResource	Add is_active, event_type filters	S
19	System/Ops/Runs	Add basic type/status/workspace filters	M
20	System/Directory/Tenants	Add workspace, status filters	S

P3 — Low (Nice-to-Have)

#	Surface	Action	Effort
21	FindingResource	Move scope_key and run_ids filters to "Advanced" section	S
22	BackupSetResource	Add backup frequency or item count filter	S
23	BaselineSnapshotResource	Add state filter (has_gaps/complete)	S
24	System/Security/AccessLogs	Add status and date range filters	S
25	`->indicateUsing()`	Add active filter indicators to all date range filters	S

10. Test Strategy

Existing Coverage

FilamentTableStandardsGuardTest enforces: defaultSort, emptyStateHeading, persistence (7 resources), TablePaginationProfiles usage.

Recommended Extensions

10.1 Expand Persistence Guard Add all Tier 1–2 resources to the persistence enforcement list.

10.2 Filter Consistency Guard

it('uses enum-based options for status filters', function () {
    // Scan all files for SelectFilter('status') and verify they use enum classes
});

it('applies TrashedFilter on all soft-deletable resource tables', function () {
    // Cross-reference models with SoftDeletes trait against resource filter lists
});

10.3 Filter Default Guard

it('applies smart defaults on tier-1 resource filters', function () {
    // Verify PolicyResource, FindingResource, OperationRunResource have defaults
});

10.4 Functional Filter Tests For each Tier 1–2 surface, test:

Filter applies correct query scope
Filter default shows expected subset
Filter clears fully when reset
Multiple filters compose correctly

11. Spec Recommendations

Proposed Spec: `XXX-filter-ux-standardization`

Scope: Establish and enforce a repo-wide filter UX standard.

Deliverables:

FilterPresets helper class with extractable patterns
Persistence trio added to all Tier 1–2 surfaces
Date range filters added to 5 time-series surfaces
Status filters migrated to enum-based options
Guard test expanded with filter-specific assertions
TrashedFilter standardized across all soft-deletable resources

Dependencies:

Builds on completed 125-table-ux-standardization spec
No breaking changes — purely additive

Estimated effort: ~3–4 working sessions

Appendix A: Full Filter Inventory Matrix

Surface	SelectFilter	Filter::make	TrashedFilter	TernaryFilter	DatePicker	Total	Persist	Defaults
PolicyResource	4	0	0	0	0	4	✅	1
FindingResource	3	6	0	0	0	9	✅	1
OperationRunResource	5	1	0	0	1	6	✅	2
TenantResource	2	0	1	0	0	3	✅	1
BackupScheduleResource	1	0	1	0	0	2	✅	0
BackupSetResource	0	0	1	0	0	1	✅	0
ProviderConnectionResource	4	1	0	0	0	5	✅	1
PolicyVersionResource	0	0	1	0	0	1	❌	0
RestoreRunResource	0	0	1	0	0	1	❌	0
InventoryItemResource	2	0	0	0	0	2	❌	0
ReviewPackResource	1	0	0	0	0	1	❌	0
AlertDeliveryResource	3	0	0	0	0	3	❌	0
EntraGroupResource	2	0	0	0	0	2	❌	0
AlertRuleResource	0	0	0	0	0	0	❌	0
AlertDestinationResource	0	0	0	0	0	0	❌	0
BaselineProfileResource	0	0	0	0	0	0	❌	0
BaselineSnapshotResource	0	0	0	0	0	0	❌	0
WorkspaceResource	0	0	0	0	0	0	❌	0
InventoryCoverage	1–2	0	0	0	0	1–2	❌	0
BackupSetPolicyPickerTable	3	0	0	1	0	5*	❌	2
EntraGroupCachePickerTable	2	0	0	0	0	2	❌	0
All 6 RelationManagers	0	0	0	0	0	0	❌	0
All 7 System pages	0	0	0	0	0	0	❌	0
All 2 Widgets	0	0	0	0	0	0	❌	0
SettingsCatalogSettingsTable	0	0	0	0	0	0	❌	0

*BackupSetPolicyPickerTable has SelectFilter::make('synced_within') (custom query acting as date filter) + SelectFilter::make('has_versions') in addition to the standard ones.

Appendix B: Quick Reference — Which Files to Touch

P0 (Persistence only — 5 files + 1 test):

app/Filament/Resources/InventoryItemResource.php
app/Filament/Resources/PolicyVersionResource.php
app/Filament/Resources/RestoreRunResource.php
app/Filament/Resources/AlertDeliveryResource.php
app/Filament/Resources/EntraGroupResource.php
tests/Feature/Guards/FilamentTableStandardsGuardTest.php

P1 (New filters — 5 files):

app/Filament/Resources/RestoreRunResource.php
app/Filament/Resources/PolicyVersionResource.php
app/Filament/Resources/FindingResource.php
app/Filament/Resources/AlertDeliveryResource.php
app/Filament/Resources/InventoryItemResource.php

P2 (Presets + consistency — 4 files + 1 new):

app/Support/Filament/FilterPresets.php (new)
app/Filament/Resources/FindingResource.php (enum migration)
app/Filament/Resources/AlertDeliveryResource.php (enum migration)
app/Filament/Resources/OperationRunResource.php (labels)
app/Filament/Resources/BaselineProfileResource.php (status filter)

28 KiB Raw Permalink Blame History Unescape Escape

TenantPilot — Comprehensive Filter Audit

1. Executive Summary

2. Complete Surface Inventory

2A. Resources (18)

2B. RelationManagers (6)

2C. Custom & System Pages (9)

2D. Dashboard Widgets (2)

2E. Livewire Picker Components (3)

3. Metrics Dashboard

3A. Filter Type Distribution

3B. Persistence Coverage

3C. Default Filter Coverage

4. Detailed Findings Per Table

4.1 PolicyResource

4.2 FindingResource

4.3 OperationRunResource

4.4 TenantResource

4.5 BackupScheduleResource

4.6 BackupSetResource

4.7 ProviderConnectionResource

4.8 PolicyVersionResource

4.9 RestoreRunResource

4.10 InventoryItemResource

4.11 ReviewPackResource

4.12 AlertDeliveryResource

4.13 EntraGroupResource

4.14–4.18 Resources with ZERO filters

5. Cross-Cutting Inconsistencies

5.1 Persistence Gap

5.2 Filter Default Inconsistency

5.3 Status Filter Inconsistency

5.4 Date Range Filter Gap

5.5 TrashedFilter Labeling

5.6 Tenant Scoping in Filters

6. Repeated Patterns (Extractable)

Pattern A: TrashedFilter Standard

Pattern B: Config-Sourced SelectFilter

Pattern C: Dynamic DB Distinct Options

Pattern D: Date Range with DatePicker (ONLY ONE INSTANCE)

Pattern E: Boolean Quick Filters

Pattern F: Staleness Cutoff Filter

7. Recommended Filter UX Standard

7.1 Tier System

7.2 Mandatory Filter Rules

7.3 Filter Catalog (Extractable Presets)

8. Filament-Native Feasibility

9. Prioritized Gap List & Refactor Plan

P0 — Critical (Session + Data Integrity)

P1 — High (Missing Essential Filters)

P2 — Medium (Consistency & UX Polish)

P3 — Low (Nice-to-Have)

10. Test Strategy

Existing Coverage

Recommended Extensions

11. Spec Recommendations

Proposed Spec: XXX-filter-ux-standardization

Appendix A: Full Filter Inventory Matrix

Appendix B: Quick Reference — Which Files to Touch

P0 (Persistence only — 5 files + 1 test):

P1 (New filters — 5 files):

P2 (Presets + consistency — 4 files + 1 new):

28 KiB

Raw Permalink Blame History

Proposed Spec: `XXX-filter-ux-standardization`