1205 lines
57 KiB
HTML
1205 lines
57 KiB
HTML
{% extends "base.html" %}
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{% block title %}Advanced Search - Delphi Database{% endblock %}
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{% block content %}
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<div class="container-fluid">
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<div class="row">
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<div class="col-12">
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h2><i class="bi bi-search"></i> Advanced Search</h2>
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<div>
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<button class="btn btn-success" id="savedSearchBtn">
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<i class="bi bi-bookmark-star"></i> Saved Searches
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</button>
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<button class="btn btn-info" id="searchHistoryBtn">
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<i class="bi bi-clock-history"></i> Search History
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</button>
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<button class="btn btn-secondary" id="clearAllBtn">
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<i class="bi bi-x-circle"></i> Clear All
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</button>
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</div>
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</div>
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<div class="row">
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<!-- Search Form Panel -->
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<div class="col-lg-4">
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<div class="card sticky-top" style="top: 20px;">
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<div class="card-header">
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<h5 class="mb-0"><i class="bi bi-funnel"></i> Search Criteria</h5>
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</div>
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<div class="card-body">
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<form id="advancedSearchForm">
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<!-- Basic Search -->
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<div class="mb-3">
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<label for="searchQuery" class="form-label">Search Terms</label>
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<div class="input-group">
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<input type="text" class="form-control" id="searchQuery"
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placeholder="Enter search terms..." autocomplete="off">
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<button class="btn btn-outline-secondary" type="button" id="voiceSearchBtn" title="Voice Search">
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<i class="bi bi-mic"></i>
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</button>
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</div>
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<div id="searchSuggestions" class="dropdown-menu w-100" style="max-height: 200px; overflow-y: auto;">
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<!-- Suggestions will appear here -->
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</div>
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</div>
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<!-- Search Options -->
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<div class="mb-3">
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<label class="form-label">Search Options</label>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="exactPhrase">
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<label class="form-check-label" for="exactPhrase">Exact phrase</label>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="caseSensitive">
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<label class="form-check-label" for="caseSensitive">Case sensitive</label>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="wholeWords">
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<label class="form-check-label" for="wholeWords">Whole words only</label>
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</div>
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</div>
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<!-- Search Types -->
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<div class="mb-3">
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<label class="form-label">Search In</label>
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<div class="row">
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<div class="col-6">
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchCustomers" value="customer" checked>
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<label class="form-check-label" for="searchCustomers">Customers</label>
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</div>
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchFiles" value="file" checked>
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<label class="form-check-label" for="searchFiles">Files</label>
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</div>
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchLedger" value="ledger" checked>
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<label class="form-check-label" for="searchLedger">Financial</label>
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</div>
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</div>
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<div class="col-6">
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchQdros" value="qdro" checked>
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<label class="form-check-label" for="searchQdros">QDROs</label>
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</div>
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchDocuments" value="document" checked>
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<label class="form-check-label" for="searchDocuments">Documents</label>
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</div>
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<div class="form-check">
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<input class="form-check-input search-type" type="checkbox" id="searchPhones" value="phone">
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<label class="form-check-label" for="searchPhones">Phones</label>
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</div>
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</div>
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</div>
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</div>
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<!-- Advanced Filters -->
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<div class="accordion" id="filtersAccordion">
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<!-- Date Filters -->
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<div class="accordion-item">
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<h2 class="accordion-header" id="dateFiltersHeader">
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<button class="accordion-button collapsed" type="button" data-bs-toggle="collapse"
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data-bs-target="#dateFilters" aria-expanded="false">
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<i class="bi bi-calendar3"></i> Date Filters
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</button>
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</h2>
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<div id="dateFilters" class="accordion-collapse collapse" data-bs-parent="#filtersAccordion">
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<div class="accordion-body">
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<div class="mb-3">
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<label for="dateField" class="form-label">Date Field</label>
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<select class="form-select" id="dateField">
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<option value="">Select date field...</option>
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<option value="created">Created Date</option>
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<option value="updated">Updated Date</option>
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<option value="opened">File Opened Date</option>
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<option value="closed">File Closed Date</option>
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</select>
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</div>
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<div class="row">
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<div class="col-6">
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<label for="dateFrom" class="form-label">From</label>
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<input type="date" class="form-control" id="dateFrom">
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</div>
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<div class="col-6">
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<label for="dateTo" class="form-label">To</label>
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<input type="date" class="form-control" id="dateTo">
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</div>
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</div>
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<div class="mt-2">
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<button type="button" class="btn btn-sm btn-outline-secondary" id="datePresetToday">Today</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" id="datePresetWeek">This Week</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" id="datePresetMonth">This Month</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" id="datePresetYear">This Year</button>
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</div>
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</div>
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</div>
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</div>
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<!-- Amount Filters -->
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<div class="accordion-item">
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<h2 class="accordion-header" id="amountFiltersHeader">
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<button class="accordion-button collapsed" type="button" data-bs-toggle="collapse"
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data-bs-target="#amountFilters" aria-expanded="false">
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<i class="bi bi-currency-dollar"></i> Amount Filters
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</button>
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</h2>
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<div id="amountFilters" class="accordion-collapse collapse" data-bs-parent="#filtersAccordion">
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<div class="accordion-body">
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<div class="mb-3">
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<label for="amountField" class="form-label">Amount Field</label>
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<select class="form-select" id="amountField">
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<option value="">Select amount field...</option>
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<option value="amount">Transaction Amount</option>
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<option value="balance">Account Balance</option>
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<option value="total_charges">Total Charges</option>
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</select>
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</div>
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<div class="row">
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<div class="col-6">
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<label for="amountMin" class="form-label">Minimum</label>
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<div class="input-group">
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<span class="input-group-text">$</span>
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<input type="number" class="form-control" id="amountMin" step="0.01" min="0">
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</div>
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</div>
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<div class="col-6">
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<label for="amountMax" class="form-label">Maximum</label>
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<div class="input-group">
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<span class="input-group-text">$</span>
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<input type="number" class="form-control" id="amountMax" step="0.01" min="0">
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Category Filters -->
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<div class="accordion-item">
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<h2 class="accordion-header" id="categoryFiltersHeader">
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<button class="accordion-button collapsed" type="button" data-bs-toggle="collapse"
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data-bs-target="#categoryFilters" aria-expanded="false">
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<i class="bi bi-tags"></i> Category Filters
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</button>
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</h2>
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<div id="categoryFilters" class="accordion-collapse collapse" data-bs-parent="#filtersAccordion">
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<div class="accordion-body">
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<div class="mb-3">
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<label for="fileTypes" class="form-label">File Types</label>
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<select class="form-select" id="fileTypes" multiple>
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<!-- Options loaded dynamically -->
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</select>
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</div>
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<div class="mb-3">
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<label for="fileStatuses" class="form-label">File Statuses</label>
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<select class="form-select" id="fileStatuses" multiple>
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<!-- Options loaded dynamically -->
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</select>
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</div>
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<div class="mb-3">
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<label for="employees" class="form-label">Employees</label>
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<select class="form-select" id="employees" multiple>
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<!-- Options loaded dynamically -->
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</select>
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</div>
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<div class="mb-3">
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<label for="transactionTypes" class="form-label">Transaction Types</label>
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<select class="form-select" id="transactionTypes" multiple>
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<!-- Options loaded dynamically -->
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</select>
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</div>
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<div class="mb-3">
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<label for="states" class="form-label">States</label>
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<select class="form-select" id="states" multiple>
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<!-- Options loaded dynamically -->
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</select>
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</div>
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</div>
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</div>
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</div>
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<!-- Boolean Filters -->
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<div class="accordion-item">
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<h2 class="accordion-header" id="booleanFiltersHeader">
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<button class="accordion-button collapsed" type="button" data-bs-toggle="collapse"
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data-bs-target="#booleanFilters" aria-expanded="false">
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<i class="bi bi-toggles"></i> Additional Filters
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</button>
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</h2>
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<div id="booleanFilters" class="accordion-collapse collapse" data-bs-parent="#filtersAccordion">
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<div class="accordion-body">
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="activeOnly" checked>
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<label class="form-check-label" for="activeOnly">Active records only</label>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="hasBalance">
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<label class="form-check-label" for="hasBalance">Has outstanding balance</label>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="isBilled">
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<label class="form-check-label" for="isBilled">Billed items only</label>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Search Actions -->
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<div class="mt-4 d-grid gap-2">
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<button type="submit" class="btn btn-primary">
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<i class="bi bi-search"></i> Search
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</button>
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<div class="row g-2">
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<div class="col-6">
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<button type="button" class="btn btn-outline-secondary w-100" id="saveSearchBtn">
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<i class="bi bi-bookmark-plus"></i> Save Search
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</button>
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</div>
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<div class="col-6">
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<button type="button" class="btn btn-outline-secondary w-100" id="resetSearchBtn">
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<i class="bi bi-arrow-clockwise"></i> Reset
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</button>
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</div>
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</div>
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</div>
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</form>
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</div>
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</div>
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</div>
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<!-- Results Panel -->
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<div class="col-lg-8">
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<!-- Search Status Bar -->
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<div class="card mb-3">
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<div class="card-body">
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<div class="row align-items-center">
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<div class="col-md-6">
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<div id="searchStatus">
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<span class="text-muted">Enter search terms to begin</span>
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</div>
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</div>
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<div class="col-md-6">
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<div class="row align-items-center">
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<div class="col-md-6">
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<label for="sortBy" class="form-label mb-0">Sort by:</label>
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<select class="form-select form-select-sm" id="sortBy">
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<option value="relevance">Relevance</option>
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<option value="date">Date</option>
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<option value="amount">Amount</option>
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<option value="title">Title</option>
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</select>
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</div>
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<div class="col-md-6">
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<label for="sortOrder" class="form-label mb-0">Order:</label>
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<select class="form-select form-select-sm" id="sortOrder">
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<option value="desc">Descending</option>
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<option value="asc">Ascending</option>
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</select>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Facets/Filters Summary -->
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<div class="card mb-3" id="facetsCard" style="display: none;">
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<div class="card-body">
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<h6 class="card-title">Filter Results</h6>
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<div id="facetsContainer">
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<!-- Facets will be displayed here -->
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</div>
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</div>
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</div>
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<!-- Search Results -->
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<div class="card">
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<div class="card-body">
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<div id="searchResults">
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<div class="text-center text-muted p-5">
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<i class="bi bi-search display-1"></i>
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<h4>Advanced Search</h4>
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<p>Use the search form on the left to find customers, files, transactions, documents, and more across the entire database.</p>
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<div class="mt-3">
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<small class="text-muted">
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<strong>Quick Tips:</strong><br>
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• Use quotes for exact phrases: "John Smith"<br>
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• Use filters to narrow results<br>
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• Save frequently used searches<br>
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• Export results for further analysis
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</small>
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</div>
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</div>
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</div>
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<!-- Loading Indicator -->
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<div id="searchLoading" class="text-center p-4" style="display: none;">
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<div class="spinner-border text-primary" role="status">
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<span class="visually-hidden">Searching...</span>
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</div>
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<div class="mt-2">Searching database...</div>
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</div>
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<!-- Pagination -->
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<nav id="searchPagination" aria-label="Search results pagination" style="display: none;">
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<ul class="pagination justify-content-center">
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<!-- Pagination will be populated here -->
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</ul>
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</nav>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Save Search Modal -->
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<div class="modal fade" id="saveSearchModal" tabindex="-1" aria-labelledby="saveSearchModalLabel" aria-hidden="true">
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<div class="modal-dialog">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title" id="saveSearchModalLabel">Save Search</h5>
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<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
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</div>
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<div class="modal-body">
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<form id="saveSearchForm">
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<div class="mb-3">
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<label for="searchName" class="form-label">Search Name *</label>
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<input type="text" class="form-control" id="searchName" required placeholder="Enter a name for this search">
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</div>
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<div class="mb-3">
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<label for="searchDescription" class="form-label">Description</label>
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<textarea class="form-control" id="searchDescription" rows="3" placeholder="Optional description of this search"></textarea>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="checkbox" id="isPublicSearch">
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<label class="form-check-label" for="isPublicSearch">
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Make this search public (visible to all users)
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</label>
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</div>
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</form>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
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<button type="button" class="btn btn-primary" id="confirmSaveSearch">
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<i class="bi bi-bookmark-plus"></i> Save Search
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</button>
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</div>
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</div>
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</div>
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</div>
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<!-- Saved Searches Modal -->
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<div class="modal fade" id="savedSearchesModal" tabindex="-1" aria-labelledby="savedSearchesModalLabel" aria-hidden="true">
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<div class="modal-dialog modal-lg">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title" id="savedSearchesModalLabel">Saved Searches</h5>
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<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
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</div>
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<div class="modal-body">
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<div class="table-responsive">
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<table class="table table-hover">
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<thead>
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<tr>
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<th>Name</th>
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<th>Description</th>
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<th>Last Used</th>
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<th>Use Count</th>
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<th>Actions</th>
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</tr>
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</thead>
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<tbody id="savedSearchesTableBody">
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<!-- Saved searches will be loaded here -->
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</tbody>
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</table>
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</div>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
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</div>
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</div>
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</div>
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</div>
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<!-- Search Statistics Modal -->
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<div class="modal fade" id="searchStatsModal" tabindex="-1" aria-labelledby="searchStatsModalLabel" aria-hidden="true">
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<div class="modal-dialog modal-lg">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title" id="searchStatsModalLabel">Search Statistics</h5>
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<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
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</div>
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<div class="modal-body">
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<div class="row" id="searchStatsContent">
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<!-- Statistics will be loaded here -->
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</div>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
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</div>
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</div>
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</div>
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</div>
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<script>
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// Advanced Search JavaScript
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document.addEventListener('DOMContentLoaded', function() {
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// Initialize search components
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initializeSearch();
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loadSearchFacets();
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setupEventHandlers();
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setupKeyboardShortcuts();
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// Check for URL parameters to auto-load search
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const urlParams = new URLSearchParams(window.location.search);
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if (urlParams.get('q')) {
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document.getElementById('searchQuery').value = urlParams.get('q');
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performSearch();
|
|
}
|
|
});
|
|
|
|
let currentSearchCriteria = {};
|
|
let searchTimeout;
|
|
let facetsData = {};
|
|
|
|
function initializeSearch() {
|
|
// Set default date for today
|
|
const today = new Date().toISOString().split('T')[0];
|
|
|
|
// Initialize search suggestions dropdown
|
|
const suggestionsDropdown = document.getElementById('searchSuggestions');
|
|
suggestionsDropdown.addEventListener('click', function(e) {
|
|
if (e.target.classList.contains('dropdown-item')) {
|
|
document.getElementById('searchQuery').value = e.target.textContent;
|
|
suggestionsDropdown.classList.remove('show');
|
|
performSearch();
|
|
}
|
|
});
|
|
}
|
|
|
|
async function loadSearchFacets() {
|
|
try {
|
|
const response = await fetch('/api/search/facets');
|
|
if (!response.ok) throw new Error('Failed to load search facets');
|
|
|
|
facetsData = await response.json();
|
|
populateFilterDropdowns();
|
|
} catch (error) {
|
|
console.error('Error loading search facets:', error);
|
|
}
|
|
}
|
|
|
|
function populateFilterDropdowns() {
|
|
// Populate file types
|
|
const fileTypesSelect = document.getElementById('fileTypes');
|
|
facetsData.file_types?.forEach(type => {
|
|
const option = document.createElement('option');
|
|
option.value = type.code;
|
|
option.textContent = type.name;
|
|
fileTypesSelect.appendChild(option);
|
|
});
|
|
|
|
// Populate file statuses
|
|
const fileStatusesSelect = document.getElementById('fileStatuses');
|
|
facetsData.file_statuses?.forEach(status => {
|
|
const option = document.createElement('option');
|
|
option.value = status.code;
|
|
option.textContent = status.name;
|
|
fileStatusesSelect.appendChild(option);
|
|
});
|
|
|
|
// Populate employees
|
|
const employeesSelect = document.getElementById('employees');
|
|
facetsData.employees?.forEach(emp => {
|
|
const option = document.createElement('option');
|
|
option.value = emp.code;
|
|
option.textContent = emp.name;
|
|
employeesSelect.appendChild(option);
|
|
});
|
|
|
|
// Populate transaction types
|
|
const transactionTypesSelect = document.getElementById('transactionTypes');
|
|
facetsData.transaction_types?.forEach(type => {
|
|
const option = document.createElement('option');
|
|
option.value = type.code;
|
|
option.textContent = type.name;
|
|
transactionTypesSelect.appendChild(option);
|
|
});
|
|
|
|
// Populate states
|
|
const statesSelect = document.getElementById('states');
|
|
facetsData.states?.forEach(state => {
|
|
const option = document.createElement('option');
|
|
option.value = state.code;
|
|
option.textContent = state.name;
|
|
statesSelect.appendChild(option);
|
|
});
|
|
}
|
|
|
|
function setupEventHandlers() {
|
|
// Form submission
|
|
document.getElementById('advancedSearchForm').addEventListener('submit', function(e) {
|
|
e.preventDefault();
|
|
performSearch();
|
|
});
|
|
|
|
// Search input with suggestions
|
|
const searchInput = document.getElementById('searchQuery');
|
|
searchInput.addEventListener('input', function() {
|
|
clearTimeout(searchTimeout);
|
|
|
|
if (this.value.length > 1) {
|
|
searchTimeout = setTimeout(() => {
|
|
loadSearchSuggestions(this.value);
|
|
}, 300);
|
|
} else {
|
|
document.getElementById('searchSuggestions').classList.remove('show');
|
|
}
|
|
});
|
|
|
|
// Date presets
|
|
document.getElementById('datePresetToday').addEventListener('click', () => setDatePreset('today'));
|
|
document.getElementById('datePresetWeek').addEventListener('click', () => setDatePreset('week'));
|
|
document.getElementById('datePresetMonth').addEventListener('click', () => setDatePreset('month'));
|
|
document.getElementById('datePresetYear').addEventListener('click', () => setDatePreset('year'));
|
|
|
|
// Action buttons
|
|
document.getElementById('resetSearchBtn').addEventListener('click', resetSearch);
|
|
document.getElementById('saveSearchBtn').addEventListener('click', () => {
|
|
if (Object.keys(currentSearchCriteria).length > 0) {
|
|
const modal = new bootstrap.Modal(document.getElementById('saveSearchModal'));
|
|
modal.show();
|
|
} else {
|
|
showAlert('Please perform a search before saving', 'warning');
|
|
}
|
|
});
|
|
document.getElementById('confirmSaveSearch').addEventListener('click', saveCurrentSearch);
|
|
document.getElementById('savedSearchBtn').addEventListener('click', loadSavedSearches);
|
|
document.getElementById('clearAllBtn').addEventListener('click', clearAll);
|
|
|
|
// Sort change handlers
|
|
document.getElementById('sortBy').addEventListener('change', () => {
|
|
if (Object.keys(currentSearchCriteria).length > 0) {
|
|
performSearch();
|
|
}
|
|
});
|
|
document.getElementById('sortOrder').addEventListener('change', () => {
|
|
if (Object.keys(currentSearchCriteria).length > 0) {
|
|
performSearch();
|
|
}
|
|
});
|
|
}
|
|
|
|
function setupKeyboardShortcuts() {
|
|
document.addEventListener('keydown', function(e) {
|
|
// Ctrl+F to focus search
|
|
if (e.ctrlKey && e.key === 'f') {
|
|
e.preventDefault();
|
|
document.getElementById('searchQuery').focus();
|
|
}
|
|
|
|
// Ctrl+Enter to search
|
|
if (e.ctrlKey && e.key === 'Enter') {
|
|
e.preventDefault();
|
|
performSearch();
|
|
}
|
|
|
|
// Escape to clear search
|
|
if (e.key === 'Escape' && document.activeElement.id === 'searchQuery') {
|
|
clearAll();
|
|
}
|
|
});
|
|
}
|
|
|
|
async function loadSearchSuggestions(query) {
|
|
try {
|
|
const response = await fetch(`/api/search/suggestions?q=${encodeURIComponent(query)}&limit=10`);
|
|
if (!response.ok) throw new Error('Failed to load suggestions');
|
|
|
|
const data = await response.json();
|
|
displaySearchSuggestions(data.suggestions);
|
|
} catch (error) {
|
|
console.error('Error loading suggestions:', error);
|
|
}
|
|
}
|
|
|
|
function displaySearchSuggestions(suggestions) {
|
|
const dropdown = document.getElementById('searchSuggestions');
|
|
dropdown.innerHTML = '';
|
|
|
|
if (suggestions.length === 0) {
|
|
dropdown.classList.remove('show');
|
|
return;
|
|
}
|
|
|
|
suggestions.forEach(suggestion => {
|
|
const item = document.createElement('a');
|
|
item.className = 'dropdown-item';
|
|
item.href = '#';
|
|
item.innerHTML = `
|
|
<div class="d-flex justify-content-between">
|
|
<span>${suggestion.text}</span>
|
|
<small class="text-muted">${suggestion.category}</small>
|
|
</div>
|
|
${suggestion.description ? `<small class="text-muted">${suggestion.description}</small>` : ''}
|
|
`;
|
|
dropdown.appendChild(item);
|
|
});
|
|
|
|
dropdown.classList.add('show');
|
|
}
|
|
|
|
async function performSearch(offset = 0) {
|
|
const searchQuery = document.getElementById('searchQuery').value.trim();
|
|
|
|
if (!searchQuery && !hasActiveFilters()) {
|
|
showAlert('Please enter search terms or apply filters', 'warning');
|
|
return;
|
|
}
|
|
|
|
// Show loading
|
|
document.getElementById('searchLoading').style.display = 'block';
|
|
document.getElementById('searchResults').innerHTML = '';
|
|
document.getElementById('searchPagination').style.display = 'none';
|
|
|
|
// Build search criteria
|
|
const criteria = buildSearchCriteria();
|
|
criteria.offset = offset;
|
|
currentSearchCriteria = criteria;
|
|
|
|
try {
|
|
const response = await fetch('/api/search/advanced', {
|
|
method: 'POST',
|
|
headers: {
|
|
'Content-Type': 'application/json'
|
|
},
|
|
body: JSON.stringify(criteria)
|
|
});
|
|
|
|
if (!response.ok) throw new Error('Search failed');
|
|
|
|
const data = await response.json();
|
|
displaySearchResults(data);
|
|
|
|
} catch (error) {
|
|
console.error('Search error:', error);
|
|
showAlert('Search failed: ' + error.message, 'danger');
|
|
} finally {
|
|
document.getElementById('searchLoading').style.display = 'none';
|
|
}
|
|
}
|
|
|
|
function buildSearchCriteria() {
|
|
const searchTypes = [];
|
|
document.querySelectorAll('.search-type:checked').forEach(checkbox => {
|
|
searchTypes.push(checkbox.value);
|
|
});
|
|
|
|
const criteria = {
|
|
query: document.getElementById('searchQuery').value.trim() || null,
|
|
search_types: searchTypes,
|
|
exact_phrase: document.getElementById('exactPhrase').checked,
|
|
case_sensitive: document.getElementById('caseSensitive').checked,
|
|
whole_words: document.getElementById('wholeWords').checked,
|
|
sort_by: document.getElementById('sortBy').value,
|
|
sort_order: document.getElementById('sortOrder').value,
|
|
limit: 50
|
|
};
|
|
|
|
// Date filters
|
|
const dateField = document.getElementById('dateField').value;
|
|
const dateFrom = document.getElementById('dateFrom').value;
|
|
const dateTo = document.getElementById('dateTo').value;
|
|
|
|
if (dateField && (dateFrom || dateTo)) {
|
|
criteria.date_field = dateField;
|
|
if (dateFrom) criteria.date_from = dateFrom;
|
|
if (dateTo) criteria.date_to = dateTo;
|
|
}
|
|
|
|
// Amount filters
|
|
const amountField = document.getElementById('amountField').value;
|
|
const amountMin = document.getElementById('amountMin').value;
|
|
const amountMax = document.getElementById('amountMax').value;
|
|
|
|
if (amountField && (amountMin || amountMax)) {
|
|
criteria.amount_field = amountField;
|
|
if (amountMin) criteria.amount_min = parseFloat(amountMin);
|
|
if (amountMax) criteria.amount_max = parseFloat(amountMax);
|
|
}
|
|
|
|
// Category filters
|
|
const fileTypes = Array.from(document.getElementById('fileTypes').selectedOptions).map(o => o.value);
|
|
const fileStatuses = Array.from(document.getElementById('fileStatuses').selectedOptions).map(o => o.value);
|
|
const employees = Array.from(document.getElementById('employees').selectedOptions).map(o => o.value);
|
|
const transactionTypes = Array.from(document.getElementById('transactionTypes').selectedOptions).map(o => o.value);
|
|
const states = Array.from(document.getElementById('states').selectedOptions).map(o => o.value);
|
|
|
|
if (fileTypes.length > 0) criteria.file_types = fileTypes;
|
|
if (fileStatuses.length > 0) criteria.file_statuses = fileStatuses;
|
|
if (employees.length > 0) criteria.employees = employees;
|
|
if (transactionTypes.length > 0) criteria.transaction_types = transactionTypes;
|
|
if (states.length > 0) criteria.states = states;
|
|
|
|
// Boolean filters
|
|
criteria.active_only = document.getElementById('activeOnly').checked;
|
|
|
|
const hasBalanceCheckbox = document.getElementById('hasBalance');
|
|
if (hasBalanceCheckbox.checked) {
|
|
criteria.has_balance = true;
|
|
}
|
|
|
|
const isBilledCheckbox = document.getElementById('isBilled');
|
|
if (isBilledCheckbox.checked) {
|
|
criteria.is_billed = true;
|
|
}
|
|
|
|
return criteria;
|
|
}
|
|
|
|
function hasActiveFilters() {
|
|
const dateField = document.getElementById('dateField').value;
|
|
const dateFrom = document.getElementById('dateFrom').value;
|
|
const dateTo = document.getElementById('dateTo').value;
|
|
const amountField = document.getElementById('amountField').value;
|
|
const amountMin = document.getElementById('amountMin').value;
|
|
const amountMax = document.getElementById('amountMax').value;
|
|
|
|
const fileTypes = document.getElementById('fileTypes').selectedOptions.length > 0;
|
|
const fileStatuses = document.getElementById('fileStatuses').selectedOptions.length > 0;
|
|
const employees = document.getElementById('employees').selectedOptions.length > 0;
|
|
const transactionTypes = document.getElementById('transactionTypes').selectedOptions.length > 0;
|
|
const states = document.getElementById('states').selectedOptions.length > 0;
|
|
|
|
const hasBalance = document.getElementById('hasBalance').checked;
|
|
const isBilled = document.getElementById('isBilled').checked;
|
|
|
|
return (dateField && (dateFrom || dateTo)) ||
|
|
(amountField && (amountMin || amountMax)) ||
|
|
fileTypes || fileStatuses || employees || transactionTypes || states ||
|
|
hasBalance || isBilled;
|
|
}
|
|
|
|
function displaySearchResults(data) {
|
|
const resultsContainer = document.getElementById('searchResults');
|
|
const statusElement = document.getElementById('searchStatus');
|
|
const facetsCard = document.getElementById('facetsCard');
|
|
|
|
// Update status
|
|
const executionTime = data.stats?.search_execution_time || 0;
|
|
statusElement.innerHTML = `
|
|
<strong>${data.total_results}</strong> results found
|
|
<small class="text-muted">(${executionTime.toFixed(3)}s)</small>
|
|
`;
|
|
|
|
// Display facets
|
|
if (Object.keys(data.facets).some(key => Object.keys(data.facets[key]).length > 0)) {
|
|
displayFacets(data.facets);
|
|
facetsCard.style.display = 'block';
|
|
} else {
|
|
facetsCard.style.display = 'none';
|
|
}
|
|
|
|
// Display results
|
|
if (data.results.length === 0) {
|
|
resultsContainer.innerHTML = `
|
|
<div class="text-center text-muted p-5">
|
|
<i class="bi bi-search display-1"></i>
|
|
<h4>No Results Found</h4>
|
|
<p>Try adjusting your search terms or filters</p>
|
|
</div>
|
|
`;
|
|
return;
|
|
}
|
|
|
|
let resultsHTML = '';
|
|
|
|
data.results.forEach(result => {
|
|
const typeIcon = getTypeIcon(result.type);
|
|
const typeBadge = getTypeBadge(result.type);
|
|
|
|
resultsHTML += `
|
|
<div class="search-result-item border-bottom py-3">
|
|
<div class="d-flex">
|
|
<div class="flex-shrink-0 me-3">
|
|
<i class="${typeIcon} fs-4 text-primary"></i>
|
|
</div>
|
|
<div class="flex-grow-1">
|
|
<div class="d-flex justify-content-between align-items-start mb-1">
|
|
<h6 class="mb-1">
|
|
<a href="${result.url}" class="text-decoration-none">${result.title}</a>
|
|
${typeBadge}
|
|
</h6>
|
|
<div class="text-end">
|
|
${result.relevance_score ? `<small class="text-muted">Score: ${result.relevance_score.toFixed(1)}</small>` : ''}
|
|
${result.updated_at ? `<br><small class="text-muted">${formatDate(result.updated_at)}</small>` : ''}
|
|
</div>
|
|
</div>
|
|
<p class="mb-1 text-muted">${result.description}</p>
|
|
${result.highlight ? `<div class="small text-info"><strong>Match:</strong> ${result.highlight}</div>` : ''}
|
|
${displayResultMetadata(result.metadata)}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
`;
|
|
});
|
|
|
|
resultsContainer.innerHTML = resultsHTML;
|
|
|
|
// Display pagination
|
|
if (data.page_info.total_pages > 1) {
|
|
displayPagination(data.page_info);
|
|
}
|
|
}
|
|
|
|
function displayFacets(facets) {
|
|
const container = document.getElementById('facetsContainer');
|
|
let facetsHTML = '';
|
|
|
|
Object.entries(facets).forEach(([facetName, facetData]) => {
|
|
if (Object.keys(facetData).length > 0) {
|
|
facetsHTML += `
|
|
<div class="facet-group mb-2">
|
|
<strong>${facetName.replace('_', ' ').toUpperCase()}:</strong>
|
|
${Object.entries(facetData).map(([value, count]) =>
|
|
`<span class="badge bg-secondary ms-1">${value} (${count})</span>`
|
|
).join('')}
|
|
</div>
|
|
`;
|
|
}
|
|
});
|
|
|
|
container.innerHTML = facetsHTML;
|
|
}
|
|
|
|
function displayPagination(pageInfo) {
|
|
const paginationContainer = document.getElementById('searchPagination');
|
|
const pagination = paginationContainer.querySelector('.pagination');
|
|
pagination.innerHTML = '';
|
|
|
|
// Previous button
|
|
const prevItem = document.createElement('li');
|
|
prevItem.className = `page-item ${pageInfo.has_previous ? '' : 'disabled'}`;
|
|
prevItem.innerHTML = `<a class="page-link" href="#" data-page="${pageInfo.current_page - 1}">Previous</a>`;
|
|
pagination.appendChild(prevItem);
|
|
|
|
// Page numbers
|
|
const startPage = Math.max(1, pageInfo.current_page - 2);
|
|
const endPage = Math.min(pageInfo.total_pages, pageInfo.current_page + 2);
|
|
|
|
for (let page = startPage; page <= endPage; page++) {
|
|
const pageItem = document.createElement('li');
|
|
pageItem.className = `page-item ${page === pageInfo.current_page ? 'active' : ''}`;
|
|
pageItem.innerHTML = `<a class="page-link" href="#" data-page="${page}">${page}</a>`;
|
|
pagination.appendChild(pageItem);
|
|
}
|
|
|
|
// Next button
|
|
const nextItem = document.createElement('li');
|
|
nextItem.className = `page-item ${pageInfo.has_next ? '' : 'disabled'}`;
|
|
nextItem.innerHTML = `<a class="page-link" href="#" data-page="${pageInfo.current_page + 1}">Next</a>`;
|
|
pagination.appendChild(nextItem);
|
|
|
|
// Add click handlers
|
|
pagination.addEventListener('click', function(e) {
|
|
e.preventDefault();
|
|
if (e.target.classList.contains('page-link') && !e.target.parentElement.classList.contains('disabled')) {
|
|
const page = parseInt(e.target.dataset.page);
|
|
const offset = (page - 1) * currentSearchCriteria.limit;
|
|
performSearch(offset);
|
|
}
|
|
});
|
|
|
|
paginationContainer.style.display = 'block';
|
|
}
|
|
|
|
function getTypeIcon(type) {
|
|
const icons = {
|
|
'customer': 'bi-person-fill',
|
|
'file': 'bi-folder-fill',
|
|
'ledger': 'bi-calculator',
|
|
'qdro': 'bi-file-earmark-ruled',
|
|
'document': 'bi-file-earmark-text',
|
|
'template': 'bi-file-text',
|
|
'phone': 'bi-telephone'
|
|
};
|
|
return icons[type] || 'bi-file';
|
|
}
|
|
|
|
function getTypeBadge(type) {
|
|
const badges = {
|
|
'customer': '<span class="badge bg-primary ms-2">Customer</span>',
|
|
'file': '<span class="badge bg-success ms-2">File</span>',
|
|
'ledger': '<span class="badge bg-warning ms-2">Financial</span>',
|
|
'qdro': '<span class="badge bg-info ms-2">QDRO</span>',
|
|
'document': '<span class="badge bg-secondary ms-2">Document</span>',
|
|
'template': '<span class="badge bg-secondary ms-2">Template</span>',
|
|
'phone': '<span class="badge bg-dark ms-2">Phone</span>'
|
|
};
|
|
return badges[type] || '';
|
|
}
|
|
|
|
function displayResultMetadata(metadata) {
|
|
if (!metadata) return '';
|
|
|
|
let metadataHTML = '<div class="small text-muted mt-1">';
|
|
|
|
Object.entries(metadata).forEach(([key, value]) => {
|
|
if (value && key !== 'phones') { // Skip complex objects
|
|
metadataHTML += `<span class="me-3"><strong>${key.replace('_', ' ')}:</strong> ${value}</span>`;
|
|
}
|
|
});
|
|
|
|
metadataHTML += '</div>';
|
|
return metadataHTML;
|
|
}
|
|
|
|
function formatDate(dateString) {
|
|
const date = new Date(dateString);
|
|
return date.toLocaleDateString();
|
|
}
|
|
|
|
function setDatePreset(preset) {
|
|
const today = new Date();
|
|
let fromDate, toDate;
|
|
|
|
switch (preset) {
|
|
case 'today':
|
|
fromDate = toDate = today.toISOString().split('T')[0];
|
|
break;
|
|
case 'week':
|
|
const weekStart = new Date(today.setDate(today.getDate() - today.getDay()));
|
|
fromDate = weekStart.toISOString().split('T')[0];
|
|
toDate = new Date().toISOString().split('T')[0];
|
|
break;
|
|
case 'month':
|
|
fromDate = new Date(today.getFullYear(), today.getMonth(), 1).toISOString().split('T')[0];
|
|
toDate = new Date().toISOString().split('T')[0];
|
|
break;
|
|
case 'year':
|
|
fromDate = new Date(today.getFullYear(), 0, 1).toISOString().split('T')[0];
|
|
toDate = new Date().toISOString().split('T')[0];
|
|
break;
|
|
}
|
|
|
|
document.getElementById('dateFrom').value = fromDate;
|
|
document.getElementById('dateTo').value = toDate;
|
|
}
|
|
|
|
function resetSearch() {
|
|
// Reset form
|
|
document.getElementById('advancedSearchForm').reset();
|
|
|
|
// Reset checkboxes to defaults
|
|
document.getElementById('activeOnly').checked = true;
|
|
document.querySelectorAll('.search-type').forEach(cb => cb.checked = true);
|
|
document.getElementById('searchPhones').checked = false;
|
|
|
|
// Clear multi-selects
|
|
['fileTypes', 'fileStatuses', 'employees', 'transactionTypes', 'states'].forEach(id => {
|
|
const select = document.getElementById(id);
|
|
Array.from(select.options).forEach(option => option.selected = false);
|
|
});
|
|
|
|
// Clear results
|
|
document.getElementById('searchResults').innerHTML = `
|
|
<div class="text-center text-muted p-5">
|
|
<i class="bi bi-search display-1"></i>
|
|
<h4>Advanced Search</h4>
|
|
<p>Use the search form on the left to find customers, files, transactions, documents, and more across the entire database.</p>
|
|
</div>
|
|
`;
|
|
document.getElementById('searchStatus').innerHTML = '<span class="text-muted">Enter search terms to begin</span>';
|
|
document.getElementById('facetsCard').style.display = 'none';
|
|
document.getElementById('searchPagination').style.display = 'none';
|
|
|
|
currentSearchCriteria = {};
|
|
}
|
|
|
|
function clearAll() {
|
|
resetSearch();
|
|
document.getElementById('searchQuery').focus();
|
|
}
|
|
|
|
async function saveCurrentSearch() {
|
|
const name = document.getElementById('searchName').value.trim();
|
|
const description = document.getElementById('searchDescription').value.trim();
|
|
const isPublic = document.getElementById('isPublicSearch').checked;
|
|
|
|
if (!name) {
|
|
showAlert('Please enter a name for the search', 'warning');
|
|
return;
|
|
}
|
|
|
|
const savedSearch = {
|
|
name: name,
|
|
description: description,
|
|
criteria: currentSearchCriteria,
|
|
is_public: isPublic
|
|
};
|
|
|
|
try {
|
|
// This would typically be saved to a backend API
|
|
// For now, save to localStorage
|
|
const savedSearches = JSON.parse(localStorage.getItem('savedSearches') || '[]');
|
|
savedSearch.id = Date.now();
|
|
savedSearch.created_at = new Date().toISOString();
|
|
savedSearches.push(savedSearch);
|
|
localStorage.setItem('savedSearches', JSON.stringify(savedSearches));
|
|
|
|
showAlert('Search saved successfully', 'success');
|
|
|
|
// Close modal and reset form
|
|
const modal = bootstrap.Modal.getInstance(document.getElementById('saveSearchModal'));
|
|
modal.hide();
|
|
document.getElementById('saveSearchForm').reset();
|
|
|
|
} catch (error) {
|
|
console.error('Error saving search:', error);
|
|
showAlert('Failed to save search', 'danger');
|
|
}
|
|
}
|
|
|
|
async function loadSavedSearches() {
|
|
try {
|
|
// Load from localStorage (would typically be from API)
|
|
const savedSearches = JSON.parse(localStorage.getItem('savedSearches') || '[]');
|
|
|
|
const tableBody = document.getElementById('savedSearchesTableBody');
|
|
tableBody.innerHTML = '';
|
|
|
|
if (savedSearches.length === 0) {
|
|
tableBody.innerHTML = '<tr><td colspan="5" class="text-center text-muted">No saved searches found</td></tr>';
|
|
} else {
|
|
savedSearches.forEach(search => {
|
|
const row = document.createElement('tr');
|
|
row.innerHTML = `
|
|
<td><strong>${search.name}</strong></td>
|
|
<td>${search.description || '<em>No description</em>'}</td>
|
|
<td>${search.last_used ? formatDate(search.last_used) : 'Never'}</td>
|
|
<td>${search.use_count || 0}</td>
|
|
<td>
|
|
<div class="btn-group btn-group-sm">
|
|
<button class="btn btn-outline-primary" onclick="loadSavedSearch(${search.id})" title="Load Search">
|
|
<i class="bi bi-play"></i>
|
|
</button>
|
|
<button class="btn btn-outline-danger" onclick="deleteSavedSearch(${search.id})" title="Delete Search">
|
|
<i class="bi bi-trash"></i>
|
|
</button>
|
|
</div>
|
|
</td>
|
|
`;
|
|
tableBody.appendChild(row);
|
|
});
|
|
}
|
|
|
|
const modal = new bootstrap.Modal(document.getElementById('savedSearchesModal'));
|
|
modal.show();
|
|
|
|
} catch (error) {
|
|
console.error('Error loading saved searches:', error);
|
|
showAlert('Failed to load saved searches', 'danger');
|
|
}
|
|
}
|
|
|
|
function loadSavedSearch(searchId) {
|
|
const savedSearches = JSON.parse(localStorage.getItem('savedSearches') || '[]');
|
|
const search = savedSearches.find(s => s.id === searchId);
|
|
|
|
if (!search) {
|
|
showAlert('Saved search not found', 'warning');
|
|
return;
|
|
}
|
|
|
|
// Load search criteria into form
|
|
const criteria = search.criteria;
|
|
|
|
// Set basic search
|
|
document.getElementById('searchQuery').value = criteria.query || '';
|
|
document.getElementById('exactPhrase').checked = criteria.exact_phrase || false;
|
|
document.getElementById('caseSensitive').checked = criteria.case_sensitive || false;
|
|
document.getElementById('wholeWords').checked = criteria.whole_words || false;
|
|
|
|
// Set search types
|
|
document.querySelectorAll('.search-type').forEach(checkbox => {
|
|
checkbox.checked = criteria.search_types.includes(checkbox.value);
|
|
});
|
|
|
|
// Set filters
|
|
if (criteria.date_field) {
|
|
document.getElementById('dateField').value = criteria.date_field;
|
|
document.getElementById('dateFrom').value = criteria.date_from || '';
|
|
document.getElementById('dateTo').value = criteria.date_to || '';
|
|
}
|
|
|
|
if (criteria.amount_field) {
|
|
document.getElementById('amountField').value = criteria.amount_field;
|
|
document.getElementById('amountMin').value = criteria.amount_min || '';
|
|
document.getElementById('amountMax').value = criteria.amount_max || '';
|
|
}
|
|
|
|
// Set sort options
|
|
document.getElementById('sortBy').value = criteria.sort_by || 'relevance';
|
|
document.getElementById('sortOrder').value = criteria.sort_order || 'desc';
|
|
|
|
// Close modal and perform search
|
|
const modal = bootstrap.Modal.getInstance(document.getElementById('savedSearchesModal'));
|
|
modal.hide();
|
|
|
|
// Update use count
|
|
search.use_count = (search.use_count || 0) + 1;
|
|
search.last_used = new Date().toISOString();
|
|
localStorage.setItem('savedSearches', JSON.stringify(savedSearches));
|
|
|
|
performSearch();
|
|
}
|
|
|
|
function deleteSavedSearch(searchId) {
|
|
if (confirm('Are you sure you want to delete this saved search?')) {
|
|
const savedSearches = JSON.parse(localStorage.getItem('savedSearches') || '[]');
|
|
const filteredSearches = savedSearches.filter(s => s.id !== searchId);
|
|
localStorage.setItem('savedSearches', JSON.stringify(filteredSearches));
|
|
loadSavedSearches(); // Refresh the list
|
|
showAlert('Saved search deleted', 'success');
|
|
}
|
|
}
|
|
|
|
// Utility functions
|
|
function showAlert(message, type = 'info') {
|
|
const alertDiv = document.createElement('div');
|
|
alertDiv.className = `alert alert-${type} alert-dismissible fade show position-fixed top-0 end-0 m-3`;
|
|
alertDiv.style.zIndex = '9999';
|
|
alertDiv.innerHTML = `
|
|
${message}
|
|
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
|
`;
|
|
|
|
document.body.appendChild(alertDiv);
|
|
|
|
// Auto-dismiss after 5 seconds
|
|
setTimeout(() => {
|
|
if (alertDiv.parentNode) {
|
|
alertDiv.remove();
|
|
}
|
|
}, 5000);
|
|
}
|
|
|
|
// Export functionality
|
|
function exportSearchResults() {
|
|
if (!currentSearchCriteria || Object.keys(currentSearchCriteria).length === 0) {
|
|
showAlert('No search results to export', 'warning');
|
|
return;
|
|
}
|
|
|
|
// This would typically call an export API endpoint
|
|
showAlert('Export functionality will be implemented in a future update', 'info');
|
|
}
|
|
</script>
|
|
{% endblock %} |