Feature/global search

backend/core/api/base/global_search.py

@@ -1,68 +1,232 @@
 from django.shortcuts import render
-from django.urls import reverse
 
-from backend.core.types.requests import WebRequest
+from backend.core.models import User, TeamMemberPermission
+from backend.models import Client, Invoice
 
 
-def global_search_endpoint(request: WebRequest):
+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": reverse("finance:invoices:single:dashboard"),
+            "url": page_mappings["invoices single"],
             "features": {
-                "Single": reverse("finance:invoices:single:dashboard"),
-                "Recurring": reverse("finance:invoices:recurring:dashboard")
-            }
+                "Single": page_mappings["invoices single"],
+                "Recurring": page_mappings["invoices recurring"],
+            },
         },
         "clients": {
             "description": "Simplified customer information storage",
             "icon": "fa-users",
-            "url": reverse("clients:dashboard"),
+            "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": {
-                "View All": reverse("clients:dashboard"),
-                "Create new customer": reverse("clients:create")
-            }
-        }
+                "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": [
-            {
-                "name": "#23",
-                "url": reverse("finance:invoices:single:overview", args=["23"]),
-                "details": {
-                    "Due Date": "12/11/2024",
-                    "Total Amount": "£1,333"
-                }
-            },
-            {
-                "name": "#24",
-                "details": {
-                    "Due Date": "23/11/2024",
-                    "Total Amount": "£433.20"
-                }
-            }
-        ],
-        "client": [
-            {
-                "name": "Bob Smith (#21)",
-                "details": {
-                }
-            },
-            {
-                "name": "Jeff Smith (#22)",
-                "details": {
-                }
-            }
-        ]
+        "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 search_text:
+        # 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": {
+                            "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,
+                        },
+                    }
+                )
+
+        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": {
+                            "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
+                            ),
+                        },
+                    }
+                )
+                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": {
+                                "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
+                                ),
+                            },
+                        }
+                    )
+                    added_invoice_ids.add(invoice.id)  # To avoid duplicates
+
     return render(
-        request, "base/topbar/_search_dropdown.html", {
-            "services": services,
+        request,
+        "base/topbar/_search_dropdown.html",
+        {
+            "services": filtered_services,
             "resources": resources,
             "resource_count": sum(len(v) for v in resources.values()),
-            "search": request.GET.get("search")
-        }
+            "search": search_text,
+        },
     )