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feat: Enhanced search and ticket number display #200

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feat: Enhanced search and ticket number display #200

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@trabulium trabulium commented Dec 19, 2025

Summary

  • Merge Conversations: Allows agents to merge duplicate or related conversations into one, preserving all messages and history
  • Enhanced Search: Search now works with partial matching for names, emails, subjects, and reference numbers
  • Ticket # in List: Reference numbers are now visible in the conversation list view

Features

Conversation Merge

  • New merge button in conversation sidebar
  • Search modal to find conversations to merge into
  • Moves all messages from source to target conversation
  • Marks source as merged with timestamp
  • New conversations:merge permission for role-based access

Search Improvements

  • Partial name search (first name, last name, full name)
  • Partial email search
  • Subject/title search
  • Partial reference number search

UI Improvements

Migration

The v0.9.0 migration automatically:

  • Adds merged_into_id and merged_at columns to conversations
  • Adds conversations:merge permission to Admin role

Test Plan

  • Test merging two conversations
  • Verify merged conversation shows all messages
  • Verify source conversation is marked as merged
  • Test search with partial name (e.g., "Matt" for Matthew)
  • Test search with partial email
  • Test search with subject keywords
  • Verify reference numbers display in list view

@trabulium trabulium force-pushed the feature/merge-and-search-improvements branch from 823f3ce to a28ca47 Compare December 19, 2025 04:33
@trabulium
feat: Enhanced search and ticket number display
c8fa036 
- Search now supports partial matching for:
  - Contact name (first, last, full name)
  - Email address
  - Subject/title
  - Reference number
- Display ticket reference number in conversation list view
- Add reference_number to conversation list API response
@trabulium trabulium force-pushed the feature/merge-and-search-improvements branch from a28ca47 to c8fa036 Compare December 19, 2025 04:43
@trabulium trabulium changed the title feat: Add conversation merge and enhanced search functionality feat: Enhanced search and ticket number display Dec 19, 2025
abhinavxd
abhinavxd reviewed Dec 21, 2025
View reviewed changes
internal/search/queries.sql
WHERE users.email ILIKE '%' || $1 || '%'
OR users.first_name ILIKE '%' || $1 || '%'
OR users.last_name ILIKE '%' || $1 || '%'
OR (users.first_name || ' ' || users.last_name) ILIKE '%' || $1 || '%'
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@abhinavxd abhinavxd Dec 21, 2025 •
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The first_name, last_name, subject columns don't have an index. So on large databases this will be super slow.

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@trabulium @abhinavxd