Commit Graph

2 Commits

Author SHA1 Message Date
267c2b6d1f feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.

New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.

Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.

ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.

Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
Matt Ciaccio
71d7daf1ae feat(search): index yachts and companies alongside clients
Extend the global search service to include yacht and company results
using ILIKE matching on name, hull number, registration, legal name,
and tax ID. Results are tenant-scoped and exclude archived rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:47:54 +02:00