Universal Search for Power Platform ToolBox

A comprehensive search tool for Power Platform ToolBox (PPTB) that enables searching across records, metadata, and solution components in Dataverse environments using specific values and wildcard patterns.

✨ Features

Core Search Capabilities

• 🔍 Multi-mode search: Records, metadata, and solution components
• 🎯 Wildcard support: Use * and ? for flexible pattern matching
• 📊 Entity selection: Choose specific entities or search across all
• 🏷️ Picklist integration: Search by option labels and values
• 🔗 Lookup field support: Deep search across related records
• ⚙️ Solution filtering: Scope searches to specific solutions

Search Options

• Case sensitivity: Toggle case-sensitive/insensitive searches
• Attribute filtering: Include/exclude specific attribute types
• Relationship search: Navigate through entity relationships
• Forms & Views: Search across custom forms and view definitions
• Real-time results: Progressive search with live updates

User Experience

• 📱 Responsive design: Optimized for different screen sizes
• 🎨 Theme awareness: Automatic light/dark theme detection
• ⌨️ Keyboard shortcuts: F11 or Ctrl+Enter for fullscreen
• 📋 Results export: Copy results or open records directly
• 🚀 Progress tracking: Real-time search progress with cancellation

🏗️ Architecture

universal-search/
├── src/
│   ├── components/          # React UI components
│   │   ├── EntitySelectionPanel.tsx    # Entity picker
│   │   ├── SearchControlsPanel.tsx     # Search options & controls
│   │   ├── SearchResults.tsx           # Results display with tabs
│   │   └── SearchProgressIndicator.tsx # Progress & cancellation
│   ├── services/            # Business logic
│   │   ├── UniversalSearchService.ts   # Core search engine
│   │   └── MetadataCache.ts            # Metadata caching
│   ├── hooks/               # React hooks
│   │   └── useToolboxAPI.ts            # PPTB API integration
│   ├── types/               # TypeScript definitions
│   │   └── search.ts                   # Search types & interfaces
│   └── test/                # Testing infrastructure
├── dist/                    # Production build output
├── TESTING.md              # Testing documentation
└── README.md               # This file

🚀 Quick Start

Prerequisites

• Node.js ≥18.0.0
• Power Platform ToolBox
• Access to Dataverse environment

Installation

# Install dependencies
npm install

# Run tests
npm test

# Build for production
npm run build

Development

# Start development server with HMR
npm run dev

# Run tests in watch mode
npm run test:watch

# Generate coverage report
npm run test:coverage

🔧 Usage

Basic Search

1. Connect to your Dataverse environment via PPTB
2. Select entities to search (or leave blank for all)
3. Choose search mode: Records, Metadata, or Solutions
4. Enter search text with optional wildcards (*, ?)
5. Configure options (case sensitivity, attribute types, etc.)
6. Click Search to begin

Wildcard Patterns

• *company* - Matches any text containing "company"
• test* - Matches text starting with "test"
• *Ltd - Matches text ending with "Ltd"
• te?t - Matches "test", "text", "tent", etc.

Advanced Features

• Fullscreen mode: Press F11 or Ctrl+Enter
• Panel collapse: Click arrow buttons to hide/show panels
• Result navigation: Use tabs to switch between entity results
• Record opening: Click table rows to open records in Dataverse
• Search cancellation: Use progress indicator to stop long searches

🧪 Testing

The project includes comprehensive unit tests with 100% pass rate (97/97 tests):

# Run all tests
npm test

# Watch mode for development
npm run test:watch

# Coverage report
npm run test:coverage

Test Coverage Areas:

• ✅ Component rendering and interactions
• ✅ Search service functionality
• ✅ API integrations and error handling
• ✅ Type safety and interface contracts
• ✅ Metadata caching and performance

See TESTING.md for detailed testing documentation.

🔌 PPTB Integration

The tool integrates seamlessly with Power Platform ToolBox APIs:

Connection Management

const { connection, isLoading } = useConnection();
// Automatically handles PPTB connection state

Event Handling

useToolboxEvents((event, data) => {
  // Responds to connection changes, theme updates, etc.
});

Notifications

await window.toolboxAPI.utils.showNotification({
  title: 'Search Complete',
  body: `Found ${results.length} results`,
  type: 'success'
});

🛠️ Development

Key Components

• UniversalSearchService: Core search logic with progressive results
• MetadataCache: Efficient caching for entity and picklist metadata
• SearchControlsPanel: Tabbed interface for search configuration
• SearchResults: Tabular results with highlighting and pagination
• EntitySelectionPanel: Multi-select entity picker with search

Contributing

1. Follow TypeScript strict mode guidelines
2. Maintain 100% test coverage for new features
3. Use React hooks and functional components
4. Follow existing code patterns and naming conventions

📄 License

MIT License - see LICENSE file for details.

👨‍💻 Author

Mike Ochs - [email protected]

Built for Power Platform ToolBox with ❤️ and TypeScript