Global entity search implementation

[benmed00]

Global Entity Search Implementation & Critical Platform Enhancements

🎯 Overview

This PR implements a comprehensive global entity search feature that allows users to search across all entities in the platform, while also addressing critical priorities including testing infrastructure, performance optimization, security enhancements, and extended export functionality. This is a major feature enhancement that significantly improves the platform's usability and developer experience.

🔍 Context

Problem Statement

1. Search Functionality: Users needed a unified search interface to find entities across the entire platform without navigating to specific modules
2. Testing Infrastructure: Lack of comprehensive test coverage for critical utilities and API routes
3. Performance: API routes needed caching and standardized pagination
4. Security: Export endpoints required rate limiting to prevent abuse
5. Export Capabilities: Limited export formats (only Excel/PDF, missing CSV)

Impact

• ✅ Unified search experience across all entities
• ✅ Comprehensive test coverage for critical components
• ✅ Improved API performance with caching
• ✅ Enhanced security with rate limiting
• ✅ Extended export functionality (CSV support)

✨ Changes Made

1. Global Entity Search Implementation

Core Search API (src/app/api/search/route.ts):

• Unified search endpoint that searches across 11 entity types:
  • Species, Missions, Equipment, Employees, Documents, Publications
  • Users, Expenses, Budgets, Water Quality, Air Quality, Climate Data
• Intelligent query matching across multiple fields
• Configurable result limits and entity type filtering
• Rate limiting for security
• Dynamic route configuration (force-dynamic)

Search UI Component (src/components/search/global-search.tsx):

• Real-time search with debouncing
• Beautiful, modern UI with entity type icons
• Keyboard navigation support
• Result grouping by entity type
• Quick navigation to entity details
• Integrated into main header

Integration:

• Search component added to main layout header
• Accessible from anywhere in the application
• Responsive design for mobile and desktop

2. Comprehensive Testing Infrastructure

Unit Tests:

• src/lib/password-policy.test.ts - 29 tests covering password validation, expiration, history, lockout, strength
• src/lib/two-factor.test.ts - 27 tests covering 2FA secret generation, QR codes, verification, backup codes
• src/lib/export-utils.test.ts - 9 tests covering export filename generation, blob downloading, API calls

Integration Tests:

• src/app/api/search/route.test.ts - 4 tests covering search functionality, authentication, rate limiting
• src/app/api/export/excel/route.test.ts - 3 tests covering Excel export, error handling

E2E Tests (Playwright):

• e2e/auth.spec.ts - User login and logout flows
• e2e/search.spec.ts - Global search functionality
• e2e/export.spec.ts - Excel, PDF, and CSV export functionality

3. Performance Optimizations

HTTP Caching:

• Added Cache-Control headers to /api/air-quality route
• 5-minute cache with stale-while-revalidate strategy

Standardized Pagination:

• Implemented parsePagination and createPaginatedResponse utilities
• Applied to /api/documents and /api/publications routes
• Consistent pagination API across the platform

4. Security Enhancements

Rate Limiting:

• Applied withRateLimit wrapper to all export endpoints:
  • /api/export/excel
  • /api/export/pdf
  • /api/export/csv
• Prevents abuse and ensures fair resource usage

Two-Factor Authentication (2FA):

• Complete 2FA implementation with TOTP support
• QR code generation for easy setup
• Backup codes for account recovery
• Enable/disable functionality
• Security settings UI page

Password Management:

• Password change API endpoint
• Password policy enforcement
• Secure password hashing

5. Extended Export Functionality

CSV Export:

• New /api/export/csv route
• Supports all entity types
• Flat data structure for easy import
• Rate limiting applied

Export Buttons Component:

• Updated to include CSV export option
• Consistent UI across all pages
• Loading states and error handling

Export Types Extended:

• Added waterQuality, airQuality, climateData to ExportType
• Support for all export formats (Excel, PDF, CSV)

6. Client Page Components

Converted several server components to client components for better interactivity:

• src/app/dashboard/documents/client-page.tsx
• src/app/dashboard/environment/climate/client-page.tsx
• src/app/dashboard/publications/client-page.tsx
• src/app/dashboard/rh/employees/client-page.tsx
• src/app/dashboard/environment/water/client-page.tsx
• src/app/dashboard/environment/air/client-page.tsx

🔗 Related Work

Related PRs

• PR Build error and timing #72: Build error and timing - Fixed dynamic route configuration for search API
  • This PR's search implementation uses the force-dynamic configuration from PR Build error and timing #72
• PR feat: Implement Critical Priorities - Testing, Performance, Security, Export & Search #76: Implement Critical Priorities - Performance optimizations that complement this work
  • Both PRs contribute to the v1.1 milestone

Milestone

• v1.1 - Performance & User Experience (Milestone chore(deps): bump actions/upload-artifact from 4 to 6 #2): This PR is a major contribution to this milestone
  • Global search significantly improves user experience
  • Performance optimizations enhance platform speed
  • Export functionality improves usability

Branch Information

• Base Branch: main (commit: 43c2e3c)
• Head Branch: cursor/global-entity-search-implementation-8e2a (commit: e6a96a5)
• Status: Up-to-date with main, ready for merge

🧪 Testing

Test Coverage

• ✅ 98 unit and integration tests passing
• ✅ E2E tests for critical user flows
• ✅ Linting passes
• ✅ Type checking passes
• ✅ Build completes successfully

Manual Testing

1. Global Search:

   • Open search from header
   • Search for entities across different types
   • Verify results are grouped correctly
   • Test keyboard navigation

2. Export Functionality:

   • Test Excel, PDF, and CSV exports
   • Verify rate limiting works
   • Check export file formats

3. 2FA:

   • Set up 2FA from security settings
   • Verify QR code generation
   • Test backup codes
   • Verify enable/disable functionality

📊 Metrics & Impact

Before

• ❌ No unified search across entities
• ❌ Limited test coverage
• ❌ No caching on API routes
• ❌ No rate limiting on exports
• ❌ Only Excel/PDF export formats

After

• ✅ Global search across 11 entity types
• ✅ Comprehensive test suite (98 tests)
• ✅ HTTP caching on key routes
• ✅ Rate limiting on all export endpoints
• ✅ CSV export support
• ✅ Complete 2FA implementation

🚀 Deployment Notes

Breaking Changes

• None: All changes are backward compatible

Migration Steps

• No migration required
• Search is automatically available in header
• Export buttons automatically include CSV option

Rollback Plan

• Revert PR if issues arise
• All changes are feature additions, no breaking changes

📝 Code Quality

Standards Met

• ✅ Follows project coding standards
• ✅ TypeScript types are correct
• ✅ ESLint rules pass
• ✅ No console.logs or debug code
• ✅ Proper error handling
• ✅ Code is self-documenting

Files Changed

• 58 files modified/added
• +5,909 additions
• -1,126 deletions

Key Files

• src/app/api/search/route.ts - Global search API
• src/components/search/global-search.tsx - Search UI component
• src/lib/password-policy.test.ts - Password policy tests
• src/lib/two-factor.test.ts - 2FA tests
• src/app/api/export/csv/route.ts - CSV export endpoint
• e2e/*.spec.ts - E2E test suite

✅ Checklist

• Code follows project style guidelines
• Self-review completed
• Code is commented where necessary
• No new warnings generated
• Tests pass locally (98/98)
• No sensitive data included
• No debug code left in
• Build completes successfully
• Linting passes
• Type checking passes

👥 Reviewers

@benmed00 - Please review for:

• Global search implementation and UX
• Test coverage and quality
• Performance optimizations
• Security enhancements
• Overall code quality and standards

📚 Additional Notes

Technical Details

Search Implementation:

• Uses Prisma's contains with case-insensitive mode for flexible matching
• Parallel queries for performance
• Configurable limits per entity type
• Rate limiting prevents abuse

2FA Implementation:

• Uses otplib for TOTP generation
• QR codes generated using qrcode library
• Backup codes stored securely
• Session-based verification

Export Implementation:

• CSV uses papaparse for generation
• Excel uses existing /api/export/excel endpoint
• PDF uses existing /api/export/pdf endpoint
• All exports include rate limiting

🔄 Future Improvements

Potential enhancements for future PRs:

• Search result highlighting
• Search history
• Advanced search filters
• Search analytics
• Export templates
• Bulk export operations

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🔗 Resolved Issues

This PR resolves the following issues:

Closes #79 - Implement global entity search across all platform entities
Closes #80 - Add comprehensive testing infrastructure (unit, integration, E2E)

This PR addresses global search, testing, performance, security, and export functionality. If specific GitHub issues exist for these features, they should be linked below using Closes #XX or Fixes #XX.

Note: To see issues in the GitHub "Development" section, add explicit Closes #XX, Fixes #XX, or Resolves #XX references.

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Type: ✨ Feature + 🧪 Testing + ⚡ Performance + 🔒 Security
Priority: High
Module: Core Platform
Milestone: v1.1 - Performance & User Experience

[cursor]

Cursor Agent can help with this pull request. Just @cursor in comments and I'll start working on changes in this branch.
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