templates: add multi-category filter (repeatable or CSV) to GET /api/templates/search; add has_keywords filter; add categories listing endpoint with counts; update docs; add tests

tests/test_pensions_search_tokens.py

@@ -0,0 +1,131 @@
+import io
+import uuid
+from datetime import date
+
+from fastapi.testclient import TestClient
+
+from app.main import app
+from app.auth.security import get_current_user
+
+
+def _csv_file(name: str, text: str):
+    return ("files", (name, io.BytesIO(text.encode("utf-8")), "text/csv"))
+
+
+def _seed_file(client: TestClient, file_no: str, owner_id: str = None) -> None:
+    owner_id = owner_id or f"R{uuid.uuid4().hex[:6]}"
+    rolodex_csv = f"Id,Last\n{owner_id},Alpha\n"
+    files_csv = (
+        "File_No,Id,File_Type,Regarding,Opened,Empl_Num,Status,Rate_Per_Hour\n"
+        f"{file_no},{owner_id},CIVIL,Test,{date.today():%Y-%m-%d},E01,ACTIVE,100\n"
+    )
+    client.post("/api/import/batch-upload", files=[
+        _csv_file("ROLODEX.csv", rolodex_csv),
+        _csv_file("FILES.csv", files_csv),
+    ])
+
+
+def _auth():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+
+
+def test_schedule_tokenized_search_version_and_frequency():
+    _auth()
+    client = TestClient(app)
+    file_no = f"PF-SS-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "version": "A1", "frequency": "Monthly", "vests_on": "2024-01-01"})
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "version": "B2", "frequency": "Quarterly", "vests_on": "2024-02-01"})
+
+    # Both tokens must be present across allowed columns
+    r = client.get("/api/pensions/schedules", params={"file_no": file_no, "search": "B2 Month"})
+    assert r.status_code == 200
+    items = r.json()
+    # No schedule has both 'B2' and 'Month'
+    assert items == []
+
+    # Single token search
+    r = client.get("/api/pensions/schedules", params={"file_no": file_no, "search": "Monthly"})
+    assert r.status_code == 200
+    items = r.json()
+    assert len(items) == 1 and items[0]["frequency"] == "Monthly"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_marriages_tokenized_search_spouse_and_notes():
+    _auth()
+    client = TestClient(app)
+    file_no = f"PF-MS-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/marriages", json={"file_no": file_no, "version": "01", "spouse_name": "Jane Doe", "notes": "Alpha beta"})
+    client.post("/api/pensions/marriages", json={"file_no": file_no, "version": "02", "spouse_name": "John Smith", "notes": "Gamma delta"})
+
+    # Both tokens required across fields
+    r = client.get("/api/pensions/marriages", params={"file_no": file_no, "search": "Jane delta"})
+    assert r.status_code == 200
+    items = r.json()
+    assert items == []
+
+    # Single token
+    r = client.get("/api/pensions/marriages", params={"file_no": file_no, "search": "Gamma"})
+    assert r.status_code == 200
+    items = r.json()
+    assert len(items) == 1 and items[0]["spouse_name"] == "John Smith"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_death_tokenized_search_beneficiary_and_type():
+    _auth()
+    client = TestClient(app)
+    file_no = f"PF-DS-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "version": "01", "beneficiary_name": "Alice", "benefit_type": "Lump Sum", "notes": "Alpha"})
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "version": "02", "beneficiary_name": "Bob", "benefit_type": "Annuity", "notes": "Beta"})
+
+    # Both tokens required
+    r = client.get("/api/pensions/death-benefits", params={"file_no": file_no, "search": "Alice Annuity"})
+    assert r.status_code == 200
+    items = r.json()
+    assert items == []
+
+    # Single token
+    r = client.get("/api/pensions/death-benefits", params={"file_no": file_no, "search": "Annuity"})
+    assert r.status_code == 200
+    items = r.json()
+    assert len(items) == 1 and items[0]["benefit_type"] == "Annuity"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_separations_tokenized_search_terms_and_notes():
+    _auth()
+    client = TestClient(app)
+    file_no = f"PF-SSep-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/separations", json={"file_no": file_no, "version": "01", "agreement_date": "2024-01-01", "terms": "Alpha Clause", "notes": "First"})
+    client.post("/api/pensions/separations", json={"file_no": file_no, "version": "02", "agreement_date": "2024-02-01", "terms": "Beta Clause", "notes": "Second"})
+
+    # Both tokens required
+    r = client.get("/api/pensions/separations", params={"file_no": file_no, "search": "Alpha Second"})
+    assert r.status_code == 200
+    items = r.json()
+    assert items == []
+
+    # Single token
+    r = client.get("/api/pensions/separations", params={"file_no": file_no, "search": "Clause"})
+    assert r.status_code == 200
+    items = r.json()
+    assert len(items) == 2
+
+    app.dependency_overrides.pop(get_current_user, None)