implement search and filter of bills using server side filtering

ihatemoney/templates/list_bills.html

@@ -94,17 +94,25 @@
 <div class="d-flex flex-wrap w-100 pt-2 mt-2" id="bill-toolbar">
 {% if bills.pages > 1 %}
 <ul class="pagination mr-2 mb-0 pb-2 flex-wrap" id="pagination-top">
-  <li class="page-item {% if bills.page == 1 %}disabled{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=bills.prev_num) }}">&laquo; {{ _("Newer bills") }}</a></li>
+  <li class="page-item {% if bills.page == 1 %}disabled{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=bills.prev_num) }}{% if search_query %}&search={{ search_query }}{% endif %}{% if filter_date %}&date={{ filter_date }}{% endif %}{% if filter_amount %}&amount={{ filter_amount }}{% endif %}{% if filter_payer %}&payer={{ filter_payer }}{% endif %}{% if filter_for %}&for={{ filter_for }}{% endif %}{% if filter_what %}&what={{ filter_what }}{% endif %}">&laquo; {{ _("Newer bills") }}</a></li>
   {%- for page in bills.iter_pages() %}
   {% if page %}
-  <li class="page-item {% if page == bills.page %}active{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=page) }}">{{ page }}</a></li>
+  <li class="page-item {% if page == bills.page %}active{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=page) }}{% if search_query %}&search={{ search_query }}{% endif %}{% if filter_date %}&date={{ filter_date }}{% endif %}{% if filter_amount %}&amount={{ filter_amount }}{% endif %}{% if filter_payer %}&payer={{ filter_payer }}{% endif %}{% if filter_for %}&for={{ filter_for }}{% endif %}{% if filter_what %}&what={{ filter_what }}{% endif %}">{{ page }}</a></li>
   {% else %}
   <li class="page-item disabled"><span class="ellipsis page-link">…</span></li>
   {% endif %}
   {%- endfor %}
-  <li class="page-item {% if bills.page == bills.pages %}disabled{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=bills.next_num) }}">{{ _("Older bills") }} &raquo;</a></li>
+  <li class="page-item {% if bills.page == bills.pages %}disabled{% endif %}"><a class="page-link" href="{{ url_for('main.list_bills', page=bills.next_num) }}{% if search_query %}&search={{ search_query }}{% endif %}{% if filter_date %}&date={{ filter_date }}{% endif %}{% if filter_amount %}&amount={{ filter_amount }}{% endif %}{% if filter_payer %}&payer={{ filter_payer }}{% endif %}{% if filter_for %}&for={{ filter_for }}{% endif %}{% if filter_what %}&what={{ filter_what }}{% endif %}">{{ _("Older bills") }} &raquo;</a></li>
 </ul>
 {% endif %}
+
+<div class="d-flex flex-wrap align-items-center mr-2 mb-2">
+  <button class="btn btn-sm btn-outline-secondary" type="button" data-toggle="collapse" data-target="#filterCollapse" aria-expanded="false" aria-controls="filterCollapse">
+    {{ _("Filter") }}
+    {% if search_active %}<span class="badge badge-info ml-1">{{ _("Active") }}</span>{% endif %}
+  </button>
+</div>
+
 <span id="new-bill" class="ml-auto pb-2" {% if not g.project.members %} data-toggle="tooltip" title="{{_('You should start by adding participants')}}" {% endif %}>
     <a href="{{ url_for('.add_bill') }}" class="btn btn-primary {% if not g.project.members %} disabled {% endif %}" data-toggle="modal" data-keyboard="true" data-target="#bill-form" autofocus>
         <i class="icon icon-white before-text">{{ static_include("images/plus.svg") | safe }}</i>
@@ -113,6 +121,40 @@
 </span>
 </div>
 
+<div class="collapse {% if search_active %}show{% endif %} mb-3" id="filterCollapse">
+  <div class="card card-body">
+    <form method="GET" action="{{ url_for('main.list_bills') }}" class="form-inline">
+      <div class="form-row w-100">
+        <div class="col-md-4 mb-2">
+          <label for="search" class="sr-only">{{ _("Search") }}</label>
+          <input type="text" class="form-control form-control-sm w-100" id="search" name="search" placeholder="{{ _('Search in For what?') }}" value="{{ search_query }}">
+        </div>
+        <div class="col-md-2 mb-2">
+          <label for="date" class="sr-only">{{ _("Date") }}</label>
+          <input type="date" class="form-control form-control-sm w-100" id="date" name="date" value="{{ filter_date }}">
+        </div>
+        <div class="col-md-2 mb-2">
+          <label for="amount" class="sr-only">{{ _("Amount") }}</label>
+          <input type="text" class="form-control form-control-sm w-100" id="amount" name="amount" placeholder="{{ _('Amount') }}" value="{{ filter_amount }}">
+        </div>
+        <div class="col-md-2 mb-2">
+          <label for="payer" class="sr-only">{{ _("Payer") }}</label>
+          <select class="form-control form-control-sm w-100" id="payer" name="payer">
+            <option value="">{{ _('Any payer') }}</option>
+            {% for member in g.project.active_members %}
+            <option value="{{ member.id }}" {% if filter_payer|string == member.id|string %}selected{% endif %}>{{ member.name }}</option>
+            {% endfor %}
+          </select>
+        </div>
+        <div class="col-md-8 mb-2 text-right">
+          <button type="submit" class="btn btn-sm btn-primary">{{ _("Apply filters") }}</button>
+          <a href="{{ url_for('main.list_bills') }}" class="btn btn-sm btn-outline-secondary ml-2">{{ _("Clear filters") }}</a>
+        </div>
+      </div>
+    </form>
+  </div>
+</div>
+
     {% if bills.total > 0 %}
         <table id="bill_table" class="col table table-striped table-hover table-responsive-sm">
             <thead>
@@ -125,6 +167,7 @@
             </thead>
         <tbody>
         {% for (weights, bill) in bills.items %}
+        {% if bill %}
         <tr owers="{{bill.owers|join(',','id')}}" payer="{{bill.payer.id}}">
                 <td>
                     <span data-toggle="tooltip" data-placement="top"
@@ -158,6 +201,7 @@
                     {% endif %}
                 </td>
         </tr>
+        {% endif %}
         {% endfor %}
         </tbody>
         </table>

ihatemoney/web.py

@@ -60,7 +60,8 @@ from ihatemoney.forms import (
     get_billform_for,
 )
 from ihatemoney.history import get_history, get_history_queries, purge_history
-from ihatemoney.models import Bill, BillType, LoggingMode, Person, Project, db
+from ihatemoney.models import Bill, BillType, LoggingMode, Person, Project, billowers, db
+from sqlalchemy import func
 from ihatemoney.utils import (
     Redirect303,
     csv2list_of_dicts,
@@ -670,12 +671,55 @@ def list_bills():
     ):
         bill_form.payed_for.data = session["last_selected_payed_for"][g.project.id]
 
-    # Each item will be a (weight_sum, Bill) tuple.
-    # TODO: improve this awkward result using column_property:
-    # https://docs.sqlalchemy.org/en/14/orm/mapped_sql_expr.html.
-    weighted_bills = g.project.get_bill_weights_ordered().paginate(
-        per_page=100, error_out=True
-    )
+    # get filter values
+    search_query = request.args.get('search', '')
+    filter_date = request.args.get('date', '')
+    filter_amount = request.args.get('amount', '')
+    filter_payer = request.args.get('payer', '')
+
+    filters_active = any([search_query, filter_date, filter_amount, filter_payer])
+    
+    # if no filters active, use standard query
+    if not filters_active:
+        weighted_bills = g.project.get_bill_weights_ordered().paginate(
+            per_page=100, error_out=True
+        )
+    else:
+        # start with all bills
+        query = Bill.query.filter(Bill.payer_id == Person.id).filter(Person.project_id == g.project.id)
+        
+        # apply filters if there are any
+        if search_query:
+            query = query.filter(Bill.what.ilike(f'%{search_query}%'))
+        
+        if filter_date:
+            try:
+                date_obj = datetime.datetime.strptime(filter_date, '%Y-%m-%d').date()
+                query = query.filter(Bill.date == date_obj)
+            except ValueError:
+                logging.error(f"invalid date format provided: {filter_date}. expected format: YYYY-MM-DD")
+                
+        
+        if filter_amount:
+            try:
+                amount = float(filter_amount)
+                query = query.filter(Bill.amount == amount)
+            except ValueError:
+                logging.error(f"invalid amount format provided: {filter_amount}. amount must be a number")
+
+        if filter_payer:
+            query = query.filter(Bill.payer_id == filter_payer)
+        
+        filtered_bill_ids = [bill.id for bill in query.all()]
+        
+        # Now get the weighted bills with these IDs
+        if filtered_bill_ids:
+            bills_query = g.project.get_bill_weights().filter(Bill.id.in_(filtered_bill_ids))
+            bills_query = g.project.order_bills(bills_query)
+            weighted_bills = bills_query.paginate(per_page=100, error_out=True)
+        else:
+            # no bills match the filters
+            weighted_bills = db.session.query(func.sum(Person.weight), Bill).filter(Bill.id == None).paginate(per_page=100, error_out=True)
 
     return render_template(
         "list_bills.html",
@@ -685,6 +729,11 @@ def list_bills():
         csrf_form=csrf_form,
         add_bill=request.values.get("add_bill", False),
         current_view="list_bills",
+        search_query=search_query,
+        filter_date=filter_date,
+        filter_amount=filter_amount,
+        filter_payer=filter_payer,
+        search_active=filters_active,
     )