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`FilterChooser` support for AND vs. OR modes

Open amcclain opened this issue 6 months ago • 0 comments

With respect to how field-level clauses managed by filter chooser are constructed, the component and its backing model currently applies a kind of hybrid AND/OR approach, designed to cover the most common usage patterns:

  • Filters across different fields are AND'd together
  • Filters on a single field are OR'd together (imperfectly, see #3408)

We've had a client request for a more global OR mode, where you could gather results from mutually-exclusive filters across fields. As an example, imagine positions belong to strategies and strategies are grouped into portfolios. A user might wish to return all positions in StratA and StratB + all those in PortfolioC (where the two strategies do NOT belong to that portfolio).

We are assuming that we are not looking to have users manage parenthesis / nested boolean clauses - looking for an option that is still point-and-click but with some additional control over the generated logic.

Questions to consider:

  • Given that the current behavior is not exactly ANDing clauses together, do we want to create some idea of a "mode", have the current behavior be "auto" mode, then add "strict and" + "or" modes?
  • How should / would this interact with grid filters, if both a grid and filter chooser were bound to the same store?

amcclain avatar Aug 27 '24 18:08 amcclain