Modpanel account index improvement
Jira: BIF-8236 · Epic: BIF-8695
Overview
Expand the Modpanel Accounts index with richer columns, a reorganized action bar, and modern multi-select filters, so an Account Manager can more efficiently find, manage, and export client accounts based on their subscriptions and status.
Scope Changes
- Backend — support the new filter parameters (multi-select App Name, Status, Billing Version, Main Package), CID search, and export.
- Frontend — expanded data table, reorganized action bar, multi-select filter bar, default filter states.
8. User Stories + Acceptance Criteria
| User Story | Importance | Mockup / Technical Notes | Acceptance Criteria |
|---|---|---|---|
| [ACCTIDX-S01] — Expanded, filterable accounts index As an Account Manager, I want to view expanded account details and filter the data using multi-select dropdowns and specific search parameters, so that I can more efficiently find, manage, and export specific client accounts based on their subscriptions and status. | Should Have | Accounts Dashboard in Modpanel. | — Expanded columns — • AC-1: Given I am on the Accounts Dashboard, then the table displays: Company ID, Account Name, Company, Subscriptions, Billing Version, Main Package, Valid Until, App Name, Payment Type, and Status. • AC-2: Given the table, then Account Name values are clickable links to the respective Account Detail page. — Reorganized action bar — • AC-3: Given the top action bar, then a "New Account" button appears on the far left, followed immediately by two search bars ("Search accounts…" and "Search by CID…"), and an "Export" button aligned to the far right. — Multi-select filters — • AC-4: Given I want to narrow the list, then a secondary filter bar below the action bar shows four multi-select dropdowns — App Name, Status, Billing Version, Main Package — each supporting multiple selections via checkboxes. — Default filter states — • AC-5: Given I open the Accounts Dashboard for the first time, then App Name defaults to "Qontak Chat" and Status defaults to "Active". |
Open questions
- Do the two search bars (accounts vs CID) combine (AND) or operate independently?
- Export scope — current filtered view only, or full dataset?
- Are the default filter states persisted per user, or reset each visit?