Portfolio Groups List
Scaffold from Securities portfolio-groups index.
Securities source: /workspace/portfolio-groups
Current Securities Behavior
What the source route does today.
- Server-backed paginated list of groups via /api/portfolio-groups.
- Create form for name/description/filer type with immediate redirect to detail.
- Table + drawer interactions for metadata and destructive actions.
APM Migration Plan
How this behavior will be brought into Instalytics APM.
- Unify list pagination controls with existing APM group sidebar data source.
- Move create/delete ownership rules to shared APM group actions module.
- Link each row to /apm/workspace/portfolio-groups/:id and hydrate analytics context.
Planned Suburls
Route-level scaffold and scope.
| Suburl | Functionality |
|---|---|
| /apm/workspace/portfolio-groups | Paged CRUD index for all user cohorts. |
| /apm/workspace/portfolio-groups/:id | Single cohort detail and member controls. |