diff --git a/backend/core/api/base/global_search.py b/backend/core/api/base/global_search.py new file mode 100644 index 000000000..721928d0b --- /dev/null +++ b/backend/core/api/base/global_search.py @@ -0,0 +1,254 @@ +from django.shortcuts import render + +from backend.core.models import User, TeamMemberPermission +from backend.models import Client, Invoice + + +def global_search_endpoint(request): + search_text = request.GET.get("search", "").strip().lower() + + # Mapping for pages + page_mappings = { + "dashboard": "/dashboard/", + "receipts": "/dashboard/receipts/", + "invoices single": "/dashboard/invoices/single/", + "invoices recurring": "/dashboard/invoices/recurring/", + "clients": "/dashboard/clients/", + "file storage": "/dashboard/file_storage/", + "settings": "/dashboard/settings/", + "api keys": "/dashboard/settings/api_keys/", + } + + # Available services + services = { + "dashboard": { + "description": "Access your main dashboard", + "icon": "fa-home", + "url": page_mappings["dashboard"], + }, + "invoices": { + "description": "Simplify your billing for customers", + "icon": "fa-file-invoice", + "url": page_mappings["invoices single"], + "features": { + "Single": page_mappings["invoices single"], + "Recurring": page_mappings["invoices recurring"], + }, + }, + "clients": { + "description": "Simplified customer information storage", + "icon": "fa-users", + "url": page_mappings["clients"], + "features": { + "View All": page_mappings["clients"], + "Create new customer": f"{page_mappings['clients']}create/", + }, + }, + "file storage": { + "description": "Manage your files securely", + "icon": "fa-folder", + "url": page_mappings["file storage"], + }, + "receipts": { + "description": "Access your receipts", + "icon": "fa-receipt", + "url": page_mappings["receipts"], + }, + "settings": { + "description": "Configure system settings", + "icon": "fa-cogs", + "url": page_mappings["settings"], + "features": { + "API Keys": page_mappings["api keys"], + }, + }, + } + + # Filter services based on search text + filtered_services = {} + for key, value in services.items(): + # Check if search_text matches service name + if search_text in key.lower(): + filtered_services[key] = value + continue + + # Check if search_text matches any feature name + if "features" in value: + for feature_name in value["features"]: + if search_text in feature_name.lower(): + filtered_services[key] = value + break + + resources = { + "invoice": [], + "client": [], + } + + # Fetch only permitted clients + def get_permitted_clients(request): + if isinstance(request.actor, User): + return Client.objects.filter(user=request.user) + elif ( + request.team.is_owner(request.user) + or "clients:read" in TeamMemberPermission.objects.filter(team=request.team, user=request.user).first().scopes + ): + return Client.objects.filter(organization=request.team) + else: + return Client.objects.none() + + # Fetch only permitted invoices + def get_permitted_invoices(request): + if isinstance(request.actor, User): + return Invoice.objects.filter(user=request.user) + elif ( + request.team.is_owner(request.user) + or "clients:read" in TeamMemberPermission.objects.filter(team=request.team, user=request.user).first().scopes + ): + return Invoice.objects.filter(organization=request.team) + else: + return Invoice.objects.none() + + # Fetch resources only if search_text is present + + if not search_text: + return render( + request, + "base/topbar/_search_dropdown.html", + { + "services": filtered_services, + }, + ) + + # Track added IDs to avoid duplicates (duplicates appeared when I searched for exact client or Invoice) + added_invoice_ids = set() + added_client_ids = set() + + matched_filter = None # To allow invoices to be searched by multiple queries + + # Fetch exact matches for Clients + permitted_clients = get_permitted_clients(request) + exact_client = permitted_clients.filter(name__iexact=search_text).first() + if exact_client: + resources["client"].append( + { + "name": f"{exact_client.name} (#{exact_client.id})", + "url": f"{page_mappings['clients']}{exact_client.id}/", + "details": { + "Phone Number": f"{exact_client.phone_number}" if exact_client.phone_number else "N/A", + "Email": f"{exact_client.email}" if exact_client.email else "N/A", + }, + } + ) + added_client_ids.add(exact_client.id) # To avoid duplicates + + # Fetch partial matches for Clients + partial_clients = permitted_clients.filter(name__icontains=search_text) + for client in partial_clients: + if client.id not in added_client_ids: # If current ID is not in already found ID's + resources["client"].append( + { + "name": f"{client.name} (#{client.id})", + "url": f"{page_mappings['clients']}{client.id}/", + "details": { + "Phone Number": f"{client.phone_number}" if client.phone_number else "N/A", + "Email": f"{client.email}" if client.email else "N/A", + }, + } + ) + added_client_ids.add(client.id) # To avoid duplicates + + # Save permitted invoices to variable + permitted_invoices = get_permitted_invoices(request) + + if search_text.isdigit(): + # Fetch by ID if it's valid ID + exact_invoice = permitted_invoices.filter(id=int(search_text)).first() + if exact_invoice: + resources["invoice"].append( + { + "name": f"{exact_invoice.client_company} (#{exact_invoice.id})", + "url": f"{page_mappings['invoices single']}{exact_invoice.id}", + "details": { + k: v + for k, v in { + "Due Date": exact_invoice.date_due.strftime("%d/%m/%Y") if exact_invoice.date_due else "N/A", + "Total Amount": ( + f"{exact_invoice.get_total_price()} {exact_invoice.currency}" if exact_invoice.get_total_price() else "N/A" + ), + "Client Name": exact_invoice.client_name, + }.items() + if v not in [None, ""] + }, + } + ) + + else: + # Fetch exact matches for Invoices + exact_invoice = permitted_invoices.filter(client_name__iexact=search_text) + if exact_invoice: + matched_filter = "client_name" # Save used filter + else: + # If no match for client_name, try client_company + exact_invoice = permitted_invoices.filter(client_company__iexact=search_text) + if exact_invoice: + matched_filter = "client_company" + for invoice in exact_invoice: + resources["invoice"].append( + { + "name": f"{invoice.client_name if matched_filter == 'client_name' else invoice.client_company} (#{invoice.id})", + "url": f"{page_mappings['invoices single']}{invoice.id}", + "details": { + k: v + for k, v in { + "Due Date": invoice.date_due.strftime("%d/%m/%Y") if invoice.date_due else "N/A", + "Total Amount": f"{invoice.get_total_price()} {invoice.currency}" if invoice.get_total_price() else "N/A", + "Company" if matched_filter == "client_name" else "Client": ( + invoice.client_company if matched_filter == "client_name" else invoice.client_name + ), + }.items() + if v is not None + }, + } + ) + added_invoice_ids.add(invoice.id) # To avoid duplicates + + # Fetch partial matches for Invoices + partial_invoices = permitted_invoices.filter(client_name__icontains=search_text) + if partial_invoices: + matched_filter = "client_name" # Save used filter + else: + # If no match for client_name, try client_company + partial_invoices = permitted_invoices.filter(client_company__icontains=search_text) + if partial_invoices: + matched_filter = "client_company" + for invoice in partial_invoices: + if invoice.id not in added_invoice_ids: # If current ID is not in already found ID's + resources["invoice"].append( + { + "name": f"{invoice.client_name if matched_filter == 'client_name' else invoice.client_company} (#{invoice.id})", + "url": f"{page_mappings['invoices single']}{invoice.id}", + "details": { + k: v + for k, v in { + "Due Date": invoice.date_due.strftime("%d/%m/%Y") if invoice.date_due else "N/A", + "Total Amount": f"{invoice.get_total_price()} {invoice.currency}" if invoice.get_total_price() else "N/A", + "Company" if matched_filter == "client_name" else "Client": ( + invoice.client_company if matched_filter == "client_name" else invoice.client_name + ), + }.items() + if v not in [None, ""] + }, + } + ) + added_invoice_ids.add(invoice.id) # To avoid duplicates + + return render( + request, + "base/topbar/_search_dropdown.html", + { + "services": filtered_services, + "resources": resources, + "resource_count": sum(len(v) for v in resources.values()), + "search": search_text, + }, + ) diff --git a/backend/core/api/base/urls.py b/backend/core/api/base/urls.py index 539b0c64d..1bbd57f8a 100644 --- a/backend/core/api/base/urls.py +++ b/backend/core/api/base/urls.py @@ -1,5 +1,5 @@ from django.urls import path -from . import modal, notifications, breadcrumbs +from . import modal, notifications, breadcrumbs, global_search urlpatterns = [ path( @@ -24,6 +24,11 @@ name="notifications delete", ), path("breadcrumbs/refetch/", breadcrumbs.update_breadcrumbs_endpoint, name="breadcrumbs refetch"), + path( + "global_search", + global_search.global_search_endpoint, + name="global_search" + ) ] app_name = "base" diff --git a/frontend/templates/base/topbar/_search_dropdown.html b/frontend/templates/base/topbar/_search_dropdown.html new file mode 100644 index 000000000..ba530f2d9 --- /dev/null +++ b/frontend/templates/base/topbar/_search_dropdown.html @@ -0,0 +1,72 @@ +{% load to_list from strfilters %} +
+ {% if search %}
Results for '{{ search }}'
{% endif %} + {% if services %} +
Services ({{ services | length }})
+
+
+ {% for service_name, service in services.items %} +
+
+ +
+
+ {{ service_name | title }} +
{{ service.description }}
+ {% if service.features %} +
+
+ Features +
+ {% for feature_name, url in service.features.items %} + {{ feature_name }} + {% endfor %} +
+
+ {% endif %} +
+
+ {% endfor %} +
+ {% endif %} + {% if resource_count %} +
Resources ({{ resource_count }})
+
+
+ {% for resource_type, resource_list in resources.items %} + {% for resource in resource_list %} +
+
+ {% if resource_type == "client" %} + + {% elif resource_type == "invoice" %} + + {% endif %} +
+
+ {{ resource.name }} +
{{ resource_type | title }}
+
+
+
+ {% for detail_name, resource_detail in resource.details.items %} +
+ {% with rc='bg-primary,bg-secondary,bg-error,bg-info'|to_list|random %} +
+ {% endwith %} + {{ detail_name }}: {{ resource_detail }} +
+ {% endfor %} +
+
+
+
+ {% endfor %} + {% endfor %} +
+ {% endif %} +
diff --git a/frontend/templates/base/topbar/_topbar.html b/frontend/templates/base/topbar/_topbar.html index c387696e6..d34e0625e 100644 --- a/frontend/templates/base/topbar/_topbar.html +++ b/frontend/templates/base/topbar/_topbar.html @@ -95,6 +95,28 @@ {# Right Icons #} {#
#} {# Profile Picture #} +
+
+ + +
+ {#
Click
#} + +