fix(search): preserve filters and report incomplete results

apps/sim/app/o/[organizationId]/search/search.test.tsx

@@ -17,6 +17,9 @@ const mocks = vi.hoisted(() => ({
 }))
 
 vi.mock('@/hooks/use-speech-to-text', () => ({ useSpeechToText: mocks.speech }))
+vi.mock('@/lib/auth/auth-client', () => ({
+  useSession: () => ({ data: { user: { id: 'reader' } } }),
+}))
 vi.mock('next/navigation', () => ({
   useRouter: () => ({ push: mocks.push }),
   usePathname: () => '/o/organization-a/search',
@@ -32,9 +35,6 @@ vi.mock('@/hooks/queries/kb/connectors', () => ({
   useSearchIndex: () => ({ data: { knowledgeBaseId: 'index-a' }, isPending: false }),
   useSearchSourceOverview: () => ({ data: { providers: [], hasSearchableDocuments: true } }),
 }))
-vi.mock('@/app/workspace/[workspaceId]/home/components/search-sources', () => ({
-  isIndexing: () => false,
-}))
 vi.mock(
   '@/app/workspace/[workspaceId]/home/components/message-content/components/special-tags',
   () => ({

apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.test.tsx

@@ -10,6 +10,9 @@ const mocks = vi.hoisted(() => ({
   search: vi.fn(),
   retry: vi.fn(),
 }))
+vi.mock('@/lib/auth/auth-client', () => ({
+  useSession: () => ({ data: { user: { id: 'reader' } } }),
+}))
 vi.mock('@/hooks/queries/kb/connectors', () => ({
   useSearchIndex: mocks.index,
   useSearchSourceOverview: mocks.overview,
@@ -69,7 +72,8 @@ describe('source indexing context in search results', () => {
     await render()
     expect(mocks.overview).toHaveBeenCalledWith({ kind: 'workspace', workspaceId: 'workspace' })
     expect(container.textContent).toContain('Google Drive')
-    expect(container.textContent).not.toContain('Slack')
+    expect(container.textContent).toContain('Slack')
+    expect(container.textContent).toContain('Still indexing Google Drive;')
   })
   it('does not invent indexing progress while the overview is unavailable', async () => {
     mocks.overview.mockReturnValue({ data: undefined })
@@ -81,7 +85,7 @@ describe('source indexing context in search results', () => {
 
 describe('incomplete search coverage', () => {
   it.each([false, true])(
-    'shows matches without timeout copy or retry controls (hasResults=%s)',
+    'distinguishes incomplete retrieval and permits retry (hasResults=%s)',
     async (hasResults) => {
       mocks.search.mockReturnValue({
         data: {
@@ -113,17 +117,17 @@ describe('incomplete search coverage', () => {
       await render()
       expect(container.textContent).not.toContain('Search couldn’t run')
       expect(container.textContent).not.toContain('No documents')
-      expect(container.textContent).not.toContain('Some results may be missing.')
-      expect(container.textContent).not.toContain('Search is incomplete.')
       expect(container.textContent).toContain(
-        hasResults ? '1 document' : 'Search found no results.'
+        hasResults ? '1 document · some results may be missing.' : 'Search didn’t finish.'
       )
+      expect(container.textContent).not.toContain('Search found no results.')
       if (hasResults) expect(container.textContent).toContain('Release plan')
       const retry = [...container.querySelectorAll('button')].find(
         (button) => button.textContent === 'Try again'
       )
-      expect(retry).toBeUndefined()
-      expect(mocks.retry).not.toHaveBeenCalled()
+      expect(retry).toBeDefined()
+      await act(async () => retry?.click())
+      expect(mocks.retry).toHaveBeenCalledOnce()
     }
   )
 })

apps/sim/app/workspace/[workspaceId]/home/components/knowledge-search-results/knowledge-search-results.tsx

@@ -1,14 +1,15 @@
 'use client'
 
-import { useMemo } from 'react'
-import { Chip, ChipLink } from '@sim/emcn'
+import { useState } from 'react'
+import { Chip, ChipLink, cn } from '@sim/emcn'
 import { useQueryStates } from 'nuqs'
 import { ActivityStatus } from '@/components/ui/activity-status'
 import type {
   WorkspaceKnowledgeSearchResult,
   WorkspaceSearchFilters,
 } from '@/lib/api/contracts/knowledge'
-import type { ResourceScope } from '@/lib/core/resource-scope'
+import { useSession } from '@/lib/auth/auth-client'
+import { type ResourceScope, resourceScopeKey } from '@/lib/core/resource-scope'
 import { getBaseUrl } from '@/lib/core/utils/urls'
 import { matchSnippet } from '@/lib/knowledge/search/snippet'
 import { connectorDisplayName } from '@/lib/sim-search/connectors'
@@ -25,8 +26,6 @@ import {
 import { useSearchIndex, useSearchSourceOverview } from '@/hooks/queries/kb/connectors'
 import { useWorkspaceKnowledgeSearch } from '@/hooks/queries/kb/knowledge'
 
-/** Filters appear only once a list is long and mixed enough for them to help. */
-const FILTERS_MIN_RESULTS = 10
 const DAY_MS = 24 * 60 * 60 * 1000
 /** Every result without a connector is an upload; the filter names them so. */
 const UPLOAD_SOURCE = 'upload'
@@ -82,6 +81,7 @@ function handleResultsKeyDown(event: React.KeyboardEvent<HTMLDivElement>) {
   const links = [...event.currentTarget.querySelectorAll<HTMLAnchorElement>('a[data-source-link]')]
   if (links.length === 0) return
   const index = links.findIndex((link) => link === document.activeElement)
+  if (index < 0) return
   const next =
     event.key === 'ArrowDown' ? Math.min(index + 1, links.length - 1) : Math.max(index - 1, 0)
   if (next === index) return
@@ -98,80 +98,77 @@ type KnowledgeSearchResultsProps = (
   onSummarize: (prompt: string, filters: WorkspaceSearchFilters) => void
 }
 
-/**
- * Search results include documents the signed-in person may read that
- * match their query in the canonical Enterprise Search index, as rows
- * that open the source. A header says how many and that the search ran as
- * them; while a connected source is still indexing it says so, and the list
- * grows as documents land. Filters by source and recency appear only once the
- * list is long and mixed enough to need them, and live in the URL beside the
- * query so a filtered search is a shareable link.
- */
+/** A new query or access scope starts a fresh search and rolling-date anchor. */
 export function KnowledgeSearchResults({
   workspaceId,
   scope: suppliedScope,
   query,
   onSummarize,
 }: KnowledgeSearchResultsProps) {
   const scope: ResourceScope = suppliedScope ?? { kind: 'workspace', workspaceId: workspaceId! }
+  const { data: session } = useSession()
+  const trimmed = query.trim()
+  return (
+    <SearchResults
+      key={JSON.stringify([resourceScopeKey(scope), session?.user?.id, trimmed])}
+      scope={scope}
+      query={trimmed}
+      onSummarize={onSummarize}
+    />
+  )
+}
+
+interface SearchResultsProps {
+  scope: ResourceScope
+  query: string
+  onSummarize: KnowledgeSearchResultsProps['onSummarize']
+}
+
+function SearchResults({ scope, query, onSummarize }: SearchResultsProps) {
+  const [searchedAt] = useState(Date.now)
   const {
     data: index,
     isPending: basesPending,
     isError: basesFailed,
     isFetching: basesFetching,
     refetch: refetchIndex,
   } = useSearchIndex(scope)
-  const knowledgeBaseIds = index?.knowledgeBaseId ? [index.knowledgeBaseId] : []
   const [filters, setFilters] = useQueryStates(searchFilterParsers, resourceUrlKeys)
-  const searchFilters = useMemo<WorkspaceSearchFilters>(() => {
-    const window = UPDATED_WINDOWS.find((entry) => entry.id === filters.updated)
-    return {
-      ...(filters.source ? { source: filters.source } : {}),
-      ...(window?.days
-        ? { modifiedAfter: new Date(Date.now() - window.days * DAY_MS).toISOString() }
-        : {}),
-    }
-  }, [filters.source, filters.updated])
+  const window = UPDATED_WINDOWS.find((entry) => entry.id === filters.updated)
+  const searchFilters: WorkspaceSearchFilters = {
+    ...(filters.source ? { source: filters.source } : {}),
+    ...(window?.days
+      ? { modifiedAfter: new Date(searchedAt - window.days * DAY_MS).toISOString() }
+      : {}),
+  }
   const {
     data: search,
     isPending,
     isFetching,
+    isPlaceholderData,
     isError: searchFailed,
     refetch: refetchSearch,
   } = useWorkspaceKnowledgeSearch(scope, query, searchFilters)
   const { data: overview } = useSearchSourceOverview(scope)
   const indexing = (overview?.providers ?? [])
     .filter((provider) => provider.isSyncing)
     .map((provider) => connectorDisplayName(provider.connectorType))
-  const documents = useMemo(() => groupResultsByDocument(search?.results ?? []), [search?.results])
+  const documents = groupResultsByDocument(search?.results ?? [])
   const sourceTypes = [
     ...new Set([
       ...(filters.source ? [filters.source] : []),
-      ...documents.map((result) => result.connectorType ?? UPLOAD_SOURCE),
+      ...(overview?.providers.map((provider) => provider.connectorType) ?? []),
+      UPLOAD_SOURCE,
     ]),
-  ]
-  const filtersActive = filters.source !== null || filters.updated !== 'any'
-  /** The controls appear once the list is long and mixed, and stay while a filter from the link is active. */
-  const showFilters =
-    filtersActive || (documents.length >= FILTERS_MIN_RESULTS && sourceTypes.length > 1)
+  ].sort((left, right) => connectorDisplayName(left).localeCompare(connectorDisplayName(right)))
+  const failed = basesFailed || searchFailed
+  const pending = basesPending || isPending
+  const fetching = basesFetching || isFetching
+  const noSources = !basesPending && !basesFailed && !index?.knowledgeBaseId
+  const partial = search?.retrieval.status === 'partial'
+  const documentCount = documents.length === 1 ? '1 document' : `${documents.length} documents`
 
-  /** A failed search offers a retry; server diagnostics carry the cause. */
-  if (basesFailed || searchFailed) {
-    const retrying = basesFetching || isFetching
-    return (
-      <div className='flex items-center gap-2 px-2 py-2'>
-        <p className='text-[var(--text-muted)] text-caption'>Search couldn’t run.</p>
-        <Chip
-          variant='border'
-          disabled={retrying}
-          onClick={() => void (basesFailed ? refetchIndex() : refetchSearch())}
-        >
-          {retrying ? 'Retrying…' : 'Try again'}
-        </Chip>
-      </div>
-    )
-  }
-  if (!basesPending && knowledgeBaseIds.length === 0) {
+  if (noSources) {
     return (
       <div className='flex items-center gap-2 px-2 py-2'>
         <p className='text-[var(--text-muted)] text-caption'>No sources are set up yet.</p>
@@ -187,14 +184,6 @@ export function KnowledgeSearchResults({
       </div>
     )
   }
-  if (isPending || (isFetching && !search)) {
-    return (
-      <div className='px-2 py-2'>
-        <ActivityStatus label='Searching…' isActive />
-      </div>
-    )
-  }
-
   const indexingNote =
     indexing.length > 0
       ? `Still indexing ${indexing.join(', ')}; results grow as documents land.`
@@ -203,66 +192,96 @@ export function KnowledgeSearchResults({
   return (
     <div className='flex flex-col'>
       <div className='flex items-center gap-2 px-2 py-2'>
-        <span className='min-w-0 flex-1 text-[var(--text-muted)] text-caption'>
-          {documents.length === 0 ? (
-            'Search found no results.'
+        <div className='min-w-0 flex-1'>
+          {fetching || (pending && !failed) ? (
+            <ActivityStatus label={pending ? 'Searching…' : 'Updating results…'} isActive />
           ) : (
-            <>
-              <span className='tabular-nums'>
-                {documents.length === 1 ? '1 document' : `${documents.length} documents`}
-              </span>
-              {' · searched as you'}
-            </>
+            <p role='status' className='text-[var(--text-muted)] text-caption'>
+              {failed
+                ? 'Search couldn’t run.'
+                : partial
+                  ? documents.length === 0
+                    ? 'Search didn’t finish.'
+                    : `${documentCount} · some results may be missing.`
+                  : documents.length === 0
+                    ? 'Search found no results.'
+                    : `${documentCount} · searched as you`}
+            </p>
+          )}
+          {indexingNote && !failed && (
+            <p className='text-[var(--text-muted)] text-caption'>{indexingNote}</p>
           )}
-          {indexingNote && <span className='block'>{indexingNote}</span>}
-        </span>
+        </div>
+        {(failed || partial) && (
+          <Chip
+            variant='border'
+            disabled={fetching}
+            onClick={() => void (basesFailed ? refetchIndex() : refetchSearch())}
+          >
+            {fetching ? 'Retrying…' : 'Try again'}
+          </Chip>
+        )}
       </div>
-      {showFilters && (
-        <div className='flex flex-wrap items-center gap-1.5 px-2 pb-2'>
+      <div
+        role='group'
+        aria-label='Search filters'
+        className='flex flex-wrap items-center gap-1.5 px-2 pb-2'
+      >
+        <Chip
+          shape='round'
+          active={filters.source === null}
+          aria-pressed={filters.source === null}
+          onClick={() => setFilters({ source: null })}
+        >
+          All sources
+        </Chip>
+        {sourceTypes.map((type) => (
           <Chip
+            key={type}
             shape='round'
-            active={filters.source === null}
-            onClick={() => setFilters({ source: null })}
+            active={filters.source === type}
+            aria-pressed={filters.source === type}
+            onClick={() => setFilters({ source: filters.source === type ? null : type })}
           >
-            All sources
+            {type === UPLOAD_SOURCE ? 'Uploads' : connectorDisplayName(type)}
           </Chip>
-          {sourceTypes.map((type) => (
-            <Chip
-              key={type}
-              shape='round'
-              active={filters.source === type}
-              onClick={() => setFilters({ source: filters.source === type ? null : type })}
-            >
-              {type === UPLOAD_SOURCE ? 'Uploads' : connectorDisplayName(type)}
-            </Chip>
-          ))}
-          <span aria-hidden className='mx-0.5 h-[16px] w-px bg-[var(--border)]' />
-          {UPDATED_WINDOWS.map((window) => (
-            <Chip
-              key={window.id}
-              shape='round'
-              active={filters.updated === window.id}
-              onClick={() => setFilters({ updated: window.id })}
-            >
-              {window.label}
-            </Chip>
-          ))}
-        </div>
-      )}
-      {documents.length > 0 && (
-        <div className='flex flex-col' onKeyDown={handleResultsKeyDown}>
+        ))}
+        <span aria-hidden className='mx-0.5 h-[16px] w-px bg-[var(--border)]' />
+        {UPDATED_WINDOWS.map((window) => (
+          <Chip
+            key={window.id}
+            shape='round'
+            active={filters.updated === window.id}
+            aria-pressed={filters.updated === window.id}
+            onClick={() => setFilters({ updated: window.id })}
+          >
+            {window.label}
+          </Chip>
+        ))}
+      </div>
+      {!failed && !basesPending && documents.length > 0 && (
+        <div
+          role='region'
+          aria-label='Search results'
+          aria-busy={isFetching}
+          className={cn('flex flex-col', isPlaceholderData && 'opacity-60')}
+          onKeyDown={handleResultsKeyDown}
+        >
           {documents.map((result) => {
             const source = toSource(result, query, scope)
             return (
               <SourceCard
                 key={result.documentId}
                 source={source}
                 query={query}
-                onSummarize={(cited) =>
-                  onSummarize(`Summarize "${cited.title ?? cited.url}"`, {
-                    ...searchFilters,
-                    documentIds: [result.documentId],
-                  })
+                onSummarize={
+                  isPlaceholderData
+                    ? undefined
+                    : (cited) =>
+                        onSummarize(`Summarize "${cited.title ?? cited.url}"`, {
+                          ...searchFilters,
+                          documentIds: [result.documentId],
+                        })
                 }
               />
             )