feat(search): Improve search query handling and update documentation

changelog.md

@@ -1,5 +1,13 @@
 # Changelog
 
+## 2025-04-22 - 5.13.0 - feat(search)
+Improve search query handling and update documentation
+
+- Added 'codex.md' providing a high-level project overview and detailed search API documentation.
+- Enhanced search parsing in SmartDataDbDoc to support combined free-term and quoted field phrase queries.
+- Introduced a new fallback branch in the search method to handle free term with quoted field input.
+- Updated tests in test/test.search.ts to cover new combined query scenarios and ensure robust behavior.
+
 ## 2025-04-22 - 5.12.2 - fix(search)
 Fix handling of quoted wildcard patterns in field-specific search queries and add tests for location-based wildcard phrase searches
 

codex.md

@@ -0,0 +1,77 @@
+# SmartData Project Overview
+
+This document provides a high-level overview of the SmartData library (`@push.rocks/smartdata`), its architecture, core components, and key features—including recent enhancements to the search API.
+
+## 1. Project Purpose
+- A TypeScript‑first wrapper around MongoDB that supplies:
+  - Strongly‑typed document & collection classes
+  - Decorator‑based schema definition (no external schema files)
+  - Advanced search capabilities with Lucene‑style queries
+  - Built‑in support for real‑time data sync, distributed coordination, and key‑value EasyStore
+
+## 2. Core Concepts & Components
+- **SmartDataDb**: Manages the MongoDB connection, pooling, and initialization of collections.
+- **SmartDataDbDoc**: Base class for all document models; provides CRUD, upsert, and cursor APIs.
+- **Decorators**:
+  - `@Collection`: Associates a class with a MongoDB collection
+  - `@svDb()`: Marks a field as persisted to the DB
+  - `@unI()`: Marks a field as a unique index
+  - `@index()`: Adds a regular index
+  - `@searchable()`: Marks a field for inclusion in text searches or regex queries
+- **SmartdataCollection**: Wraps a MongoDB collection; auto‑creates indexes based on decorators.
+- **Lucene Adapter**: Parses a Lucene query string into an AST and transforms it to a MongoDB filter object.
+- **EasyStore**: A simple, schema‑less key‑value store built on top of MongoDB for sharing ephemeral data.
+- **Distributed Coordinator**: Leader election and task‑distribution API for building resilient, multi‑instance systems.
+- **Watcher**: Listens to change streams for real‑time updates and integrates with RxJS.
+
+## 3. Search API
+SmartData provides a unified `.search(query[, opts])` method on all models with `@searchable()` fields:
+
+- **Supported Syntax**:
+  1. Exact field:value (e.g. `field:Value`)
+  2. Quoted phrases (e.g. `"exact phrase"` or `'exact phrase'`)
+  3. Wildcards: `*` (zero or more chars) and `?` (single char)
+  4. Boolean operators: `AND`, `OR`, `NOT`
+  5. Grouping: parenthesis `(A OR B) AND C`
+  6. Range queries: `[num TO num]`, `{num TO num}`
+  7. Multi‑term unquoted: terms AND’d across all searchable fields
+  8. Empty query returns all documents
+
+- **Fallback Mechanisms**:
+  1. Text index based `$text` search (if supported)
+  2. Field‑scoped and multi‑field regex queries
+  3. In‑memory filtering for complex or unsupported cases
+
+### New Security & Extensibility Hooks
+The `.search(query, opts?)` signature now accepts a `SearchOptions<T>` object:
+```ts
+interface SearchOptions<T> {
+  filter?: Record<string, any>;        // Additional MongoDB filter AND‑merged
+  validate?: (doc: T) => boolean;      // Post‑fetch hook to drop results
+}
+```
+- **filter**: Enforces mandatory constraints (e.g. multi‑tenant isolation) directly in the Mongo query.
+- **validate**: An async function that runs after fetching; return `false` to exclude a document.
+
+## 4. Testing Strategy
+- Unit tests in `test/test.search.ts` cover basic search functionality and new options:
+  - Exact, wildcard, phrase, boolean and grouping cases
+  - Implicit AND and mixed free‑term + field searches
+  - Edge cases (non‑searchable fields, quoted wildcards, no matches)
+  - `filter` and `validate` tests ensure security hooks work as intended
+- Advanced search scenarios are covered in `test/test.search.advanced.ts`.
+
+## 5. Usage Example
+```ts
+// Basic search
+const prods = await Product.search('wireless earbuds');
+
+// Scoped search (only your organization’s items)
+const myItems = await Product.search('book', { filter: { ownerId } });
+
+// Post‑search validation (only cheap items)
+const cheapItems = await Product.search('', { validate: p => p.price < 50 });
+```
+
+---
+Last updated: 2025-04-22

test/test.search.ts

@@ -323,6 +323,45 @@ tap.test('should search unquoted wildcard field', async () => {
   expect(names).toEqual(['Frankfurt am Main', 'Frankfurt am Oder']);
 });
 
+// Combined free-term + field phrase/wildcard tests
+let CombinedDoc: any;
+tap.test('setup combined docs for free-term and location tests', async () => {
+  @smartdata.Collection(() => testDb)
+  class CD extends smartdata.SmartDataDbDoc<CD, CD> {
+    @smartdata.unI() public id: string = smartunique.shortId();
+    @smartdata.svDb() @searchable() public name: string;
+    @smartdata.svDb() @searchable() public location: string;
+    constructor(name: string, location: string) { super(); this.name = name; this.location = location; }
+  }
+  CombinedDoc = CD;
+  const docs = [
+    new CombinedDoc('TypeScript', 'Berlin'),
+    new CombinedDoc('TypeScript', 'Frankfurt am Main'),
+    new CombinedDoc('TypeScript', 'Frankfurt am Oder'),
+    new CombinedDoc('JavaScript', 'Berlin'),
+  ];
+  for (const d of docs) await d.save();
+});
+tap.test('should search free term and exact quoted field phrase', async () => {
+  const res = await CombinedDoc.search('TypeScript location:"Berlin"');
+  expect(res.length).toEqual(1);
+  expect(res[0].location).toEqual('Berlin');
+});
+tap.test('should not match free term with non-matching quoted field phrase', async () => {
+  const res = await CombinedDoc.search('TypeScript location:"Frankfurt d"');
+  expect(res.length).toEqual(0);
+});
+tap.test('should search free term with quoted wildcard field phrase', async () => {
+  const res = await CombinedDoc.search('TypeScript location:"Frankfurt am *"');
+  const locs = res.map((r: any) => r.location).sort();
+  expect(locs).toEqual(['Frankfurt am Main', 'Frankfurt am Oder']);
+});
+// Quoted exact field phrase without wildcard should return no matches if no exact match
+tap.test('should not match location:"Frankfurt d"', async () => {
+  const results = await (LocationDoc as any).search('location:"Frankfurt d"');
+  expect(results.length).toEqual(0);
+});
+
 // Combined free-term and field wildcard tests
 tap.test('should combine free term and wildcard field search', async () => {
   const results = await Product.search('book category:Book*');

ts/00_commitinfo_data.ts

@@ -3,6 +3,6 @@
  */
 export const commitinfo = {
   name: '@push.rocks/smartdata',
-  version: '5.12.2',
+  version: '5.13.0',
   description: 'An advanced library for NoSQL data organization and manipulation using TypeScript with support for MongoDB, data validation, collections, and custom data types.'
 }

ts/classes.doc.ts

@@ -452,6 +452,30 @@ export class SmartDataDbDoc<T extends TImplements, TImplements, TManager extends
       });
       return await (this as any).execQuery({ $and: andConds }, opts);
     }
+
+    // free term and quoted field phrase (exact or wildcard), e.g. 'term field:"phrase"' or 'term field:"ph*se"'
+    const freeWithQuotedField = q.match(/^(\S+)\s+(\w+):"(.+)"$/);
+    if (freeWithQuotedField) {
+      const freeTerm = freeWithQuotedField[1];
+      const field = freeWithQuotedField[2];
+      let phrase = freeWithQuotedField[3];
+      if (!searchableFields.includes(field)) {
+        throw new Error(`Field '${field}' is not searchable for class ${this.name}`);
+      }
+      // free term condition across all searchable fields
+      const freeEsc = escapeForRegex(freeTerm);
+      const freeCond = { $or: searchableFields.map((f) => ({ [f]: { $regex: freeEsc, $options: 'i' } })) };
+      // field condition: exact match or wildcard pattern
+      let fieldCond;
+      if (phrase.includes('*') || phrase.includes('?')) {
+        const escaped = phrase.replace(/([.+^${}()|[\\]\\])/g, '\\$1');
+        const pattern = escaped.replace(/\*/g, '.*').replace(/\?/g, '.');
+        fieldCond = { [field]: { $regex: pattern, $options: 'i' } };
+      } else {
+        fieldCond = { [field]: phrase };
+      }
+      return await (this as any).execQuery({ $and: [freeCond, fieldCond] }, opts);
+    }
     // detect advanced Lucene syntax: field:value, wildcards, boolean, grouping
     const luceneSyntax = /(\w+:[^\s]+)|\*|\?|\bAND\b|\bOR\b|\bNOT\b|\(|\)/;
     if (luceneSyntax.test(q)) {