feat: dashboard UX enhancements (filter presets, entity summary banner, tour, live update pills)#570
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Add a dedicated presets menu to the dashboard toolbar for saving, loading, renaming, deleting, and sharing dashboard filter combinations. - Save the current filter combination as a named preset - Load a preset to reapply its filters in one click - Rename presets inline (duplicate names rejected) - Delete presets - Shared access: mark presets shared/private and copy a shareable link that re-applies the filters via URL params - Persist preset definitions in local storage with backward-compatible normalization of older preset records - Document the preset workflow in docs/filter-presets.md
Add a context-sensitive summary banner that surfaces the most important fields for a selected entity at the top of its detail page. - Generic EntitySummaryBanner component (entity-type badge, title, subtitle, actions slot) - Compact and expanded layout modes with a built-in toggle; expanded mode reveals per-field hint text - Loading state with skeleton field cards - Per-field status dots, trend chips, and drilldown links (router link or in-page action) - Integrate into the asset detail page with health, price, liquidity, and trend fields wired to tab drilldowns - Document banner behaviour in docs/entity-summary-banner.md
Add a lightweight, accessible onboarding tour that guides new users through the main dashboard regions. - useDashboardTour hook manages step state, completion, and skip/resume, persisted to local storage; auto-starts once on first visit - DashboardTour overlay renders a spotlight around the active region and a focusable tooltip dialog with progress dots and Back/Next/Skip/Finish - Responsive positioning recomputes on resize/scroll and clamps the tooltip to the viewport - Keyboard navigation (arrows to move, Esc to skip) and focus management - Tour steps attached to dashboard toolbar, filters, KPIs, and status cards, plus a Take a tour / Replay tour trigger - Document the tour flow in docs/dashboard-tour.md
Add compact pills that show how recently a view updated and when it is stale, reused across views. - useRelativeTime hook formats relative time, reports age and staleness, and re-renders on a cadence matched to the value's age - LiveUpdatePill component shows last-updated text, a stale indicator, and a live polling state (pulsing dot); compact and accessible via role=status / aria-live / aria-label - Reuse on the dashboard header and asset detail banner, driven by React Query dataUpdatedAt / isFetching - Document update semantics in docs/live-update-pills.md
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Summary
This PR bundles four frontend dashboard UX enhancements, each on its own commit:
1. Filters presets menu (
feat: add filters presets menu)2. Entity summary banner (
feat: build entity summary banner)EntitySummaryBannersurfacing the most important summary fields for a selected entity.3. Dashboard tour overlay (
feat: create dashboard tour overlay)4. Live update pills (
feat: implement live update pills)role=status/aria-live/aria-label; reused on the dashboard header and asset detail banner.Documentation
frontend/docs/filter-presets.mdfrontend/docs/entity-summary-banner.mdfrontend/docs/dashboard-tour.mdfrontend/docs/live-update-pills.mdNotes
Closes #501
Closes #497
Closes #498
Closes #499