User Setting To Search Notes (#9393)

* add search notes and tie user search settings to checkboxes in search drawer

* add user setting to optionally search the notes of objects

* add search filter test

* add PR link

* add limit parameter

* typo, meant to check part result

* resolve api_version.py conflict

* don't use search_whole and search_regex together

---------

Co-authored-by: Matthias Mair <code@mjmair.com>

docs/docs/settings/user.md

@@ -38,6 +38,7 @@ Customize settings for search results:
 | ---- | ----------- | ------- | ----- |
 {{ usersetting("SEARCH_WHOLE") }}
 {{ usersetting("SEARCH_REGEX") }}
+{{ usersetting("SEARCH_NOTES") }}
 {{ usersetting("SEARCH_PREVIEW_RESULTS") }}
 {{ usersetting("SEARCH_PREVIEW_SHOW_PARTS") }}
 {{ usersetting("SEARCH_HIDE_INACTIVE_PARTS") }}

src/backend/InvenTree/InvenTree/api.py

@@ -582,6 +582,7 @@ class APISearchViewSerializer(serializers.Serializer):
     search = serializers.CharField()
     search_regex = serializers.BooleanField(default=False, required=False)
     search_whole = serializers.BooleanField(default=False, required=False)
+    search_notes = serializers.BooleanField(default=False, required=False)
     limit = serializers.IntegerField(default=1, required=False)
     offset = serializers.IntegerField(default=0, required=False)
 
@@ -643,6 +644,7 @@ class APISearchView(GenericAPIView):
             'search': '',
             'search_regex': False,
             'search_whole': False,
+            'search_notes': False,
             'limit': 1,
             'offset': 0,
         }

src/backend/InvenTree/InvenTree/api_version.py

@@ -1,12 +1,15 @@
 """InvenTree API version information."""
 
 # InvenTree API version
-INVENTREE_API_VERSION = 331
+INVENTREE_API_VERSION = 332
 
 """Increment this API version number whenever there is a significant change to the API that any clients need to know about."""
 
 
 INVENTREE_API_TEXT = """
+v332 - 2025-04-02 : https://github.com/inventree/InvenTree/pull/9393
+    - Adds 'search_notes' parameter to all searchable API endpoints
+
 v331 - 2025-04-01 : https://github.com/inventree/InvenTree/pull/9437
     - Set correct types on various formerly-string PK fields as well permissions
     - Include metadata request and response types

src/backend/InvenTree/InvenTree/filters.py

@@ -32,14 +32,23 @@ class InvenTreeSearchFilter(filters.SearchFilter):
         """Return a set of search fields for the request, adjusted based on request params.
 
         The following query params are available to 'augment' the search (in decreasing order of priority)
+        - search_notes: If True, 'notes' is added to the search_fields if it isn't already present
         - search_regex: If True, search is performed on 'regex' comparison
         """
-        regex = InvenTree.helpers.str2bool(
+        search_notes = InvenTree.helpers.str2bool(
-            request.query_params.get('search_regex', False)
+            request.query_params.get('search_notes', False)
         )
 
         search_fields = super().get_search_fields(view, request)
 
+        if search_notes and 'notes' not in search_fields:
+            # don't modify existing list, create a new object so further queries aren't affected
+            search_fields = [*search_fields, 'notes']
+
+        regex = InvenTree.helpers.str2bool(
+            request.query_params.get('search_regex', False)
+        )
+
         fields = []
 
         if search_fields:

src/backend/InvenTree/InvenTree/test_api.py

@@ -297,6 +297,7 @@ class SearchTests(InvenTreeAPITestCase):
         'stock',
         'order',
         'sales_order',
+        'build',
     ]
     roles = ['build.view', 'part.view']
 
@@ -353,6 +354,82 @@ class SearchTests(InvenTreeAPITestCase):
         self.assertNotIn('stockitem', response.data)
         self.assertNotIn('build', response.data)
 
+    def test_search_filters(self):
+        """Test that the regex, whole word, and notes filters are handled correctly."""
+        SEARCH_TERM = 'some note'
+        RE_SEARCH_TERM = 'some (.*) note'
+
+        response = self.post(
+            reverse('api-search'),
+            {'search': SEARCH_TERM, 'limit': 10, 'part': {}, 'build': {}},
+            expected_code=200,
+        )
+        # No build or part results
+        self.assertEqual(response.data['build']['count'], 0)
+        self.assertEqual(response.data['part']['count'], 0)
+
+        # add the search_notes param
+        response = self.post(
+            reverse('api-search'),
+            {
+                'search': SEARCH_TERM,
+                'limit': 10,
+                'search_notes': True,
+                'part': {},
+                'build': {},
+            },
+            expected_code=200,
+        )
+        # now should have some build results
+        self.assertEqual(response.data['build']['count'], 4)
+
+        # use the regex term
+        response = self.post(
+            reverse('api-search'),
+            {
+                'search': RE_SEARCH_TERM,
+                'limit': 10,
+                'search_notes': True,
+                'part': {},
+                'build': {},
+            },
+            expected_code=200,
+        )
+        # No results again
+        self.assertEqual(response.data['build']['count'], 0)
+
+        # add the regex_search param
+        response = self.post(
+            reverse('api-search'),
+            {
+                'search': RE_SEARCH_TERM,
+                'limit': 10,
+                'search_notes': True,
+                'search_regex': True,
+                'part': {},
+                'build': {},
+            },
+            expected_code=200,
+        )
+        # we get our results back!
+        self.assertEqual(response.data['build']['count'], 4)
+
+        # add the search_whole param
+        response = self.post(
+            reverse('api-search'),
+            {
+                'search': RE_SEARCH_TERM,
+                'limit': 10,
+                'search_notes': True,
+                'search_whole': True,
+                'part': {},
+                'build': {},
+            },
+            expected_code=200,
+        )
+        # No results again
+        self.assertEqual(response.data['build']['count'], 0)
+
     def test_permissions(self):
         """Test that users with insufficient permissions are handled correctly."""
         # First, remove all roles

src/backend/InvenTree/common/setting/user.py

@@ -165,6 +165,14 @@ USER_SETTINGS: dict[str, InvenTreeSettingsKeyType] = {
         'default': False,
         'validator': bool,
     },
+    'SEARCH_NOTES': {
+        'name': _('Search Notes'),
+        'description': _(
+            "Search queries return results for matches from the item's notes"
+        ),
+        'default': False,
+        'validator': bool,
+    },
     'PART_SHOW_QUANTITY_IN_FORMS': {
         'name': _('Show Quantity in Forms'),
         'description': _('Display available part quantity in some forms'),

src/frontend/src/components/nav/SearchDrawer.tsx

@@ -189,12 +189,23 @@ export function SearchDrawer({
   const [value, setValue] = useState<string>('');
   const [searchText] = useDebouncedValue(value, 500);
 
-  const [searchRegex, setSearchRegex] = useState<boolean>(false);
-  const [searchWhole, setSearchWhole] = useState<boolean>(false);
-
   const user = useUserState();
   const userSettings = useUserSettingsState();
 
+  const [searchRegex, setSearchRegex] = useState<boolean>(false);
+  const [searchWhole, setSearchWhole] = useState<boolean>(false);
+  const [searchNotes, setSearchNotes] = useState<boolean>(false);
+
+  useEffect(() => {
+    setSearchRegex(userSettings.isSet('SEARCH_REGEX', false));
+    setSearchWhole(userSettings.isSet('SEARCH_WHOLE', false));
+    setSearchNotes(userSettings.isSet('SEARCH_NOTES', false));
+  }, [
+    userSettings.isSet('SEARCH_REGEX', false),
+    userSettings.isSet('SEARCH_WHOLE', false),
+    userSettings.isSet('SEARCH_NOTES', false)
+  ]);
+
   // Build out search queries based on user permissions and preferences
   const searchQueryList: SearchQuery[] = useMemo(() => {
     return [
@@ -373,7 +384,8 @@ export function SearchDrawer({
       limit: userSettings.getSetting('SEARCH_PREVIEW_RESULTS', '10'),
       search: searchText,
       search_regex: searchRegex,
-      search_whole: searchWhole
+      search_whole: searchWhole,
+      search_notes: searchNotes
     };
 
     // Add in custom query parameters
@@ -393,7 +405,7 @@ export function SearchDrawer({
 
   // Search query manager
   const searchQuery = useQuery({
-    queryKey: ['search', searchText, searchRegex, searchWhole],
+    queryKey: ['search', searchText, searchRegex, searchWhole, searchNotes],
     queryFn: performSearch
   });
 
@@ -495,6 +507,15 @@ export function SearchDrawer({
             </Menu.Target>
             <Menu.Dropdown>
               <Menu.Label>{t`Search Options`}</Menu.Label>
+              <Menu.Item>
+                <Checkbox
+                  label={t`Whole word search`}
+                  checked={searchWhole}
+                  onChange={(event) =>
+                    setSearchWhole(event.currentTarget.checked)
+                  }
+                />
+              </Menu.Item>
               <Menu.Item>
                 <Checkbox
                   label={t`Regex search`}
@@ -506,10 +527,10 @@ export function SearchDrawer({
               </Menu.Item>
               <Menu.Item>
                 <Checkbox
-                  label={t`Whole word search`}
+                  label={t`Notes search`}
-                  checked={searchWhole}
+                  checked={searchNotes}
                   onChange={(event) =>
-                    setSearchWhole(event.currentTarget.checked)
+                    setSearchNotes(event.currentTarget.checked)
                   }
                 />
               </Menu.Item>

src/frontend/src/pages/Index/Settings/UserSettings.tsx

@@ -71,6 +71,7 @@ export default function UserSettings() {
             keys={[
               'SEARCH_WHOLE',
               'SEARCH_REGEX',
+              'SEARCH_NOTES',
               'SEARCH_PREVIEW_RESULTS',
               'SEARCH_PREVIEW_SHOW_PARTS',
               'SEARCH_HIDE_INACTIVE_PARTS',