Commit graph

199 commits

Author SHA1 Message Date
Bogdan Abaev
2b79e3ddb4 display search results in itemPane
Added search results pane that is shown when a search
result row is selected. It displays the entire chunk
that the snippet is based on. When an attachment is
selected, its search results section lists all search
results
2026-08-25 17:05:23 -07:00
Bogdan Abaev
cc13ce7018 lazily render fulltext search snippets in itemTree
Render search snippets in itemTree lazily, as the user
scrolls to them. Fulltext table is contentless, so we cannot
fetch snippet() for each search match. For embeddings,
we need to fetch the structured-text to locate the right
block. Both of these operations can take a long time
when done to a lot of items in _refresh before rendering,
which is why search snippets are extracted on demand.

BestMatch.Session is a new object to wrap the interaction
between the item tree and the search engines. BestMatch.Session.score
returns the search results with an indication which
of them should have search snippets. Not all search
results do - purely semantic matches on abstracts or
notes, as well as all matches on annotations get a snippet.
ItemTree renders a placeholder child row for items that will
have snippets.

Based on the matches flag above, the itemTree renders
placeholder rows. When the placeholder row is rendered,
onSearchMatchRendered is called to tell BestMatch.Session
which attachment's snippets need to be shown. BestMatch.Session
maintains a queue and handles extracting of snippets
when the browser is free to avoid freezing the main thread.
When the snippets are extracted, the placeholder row is
replaced with rows of search matches.
BestMatch.Session maintains the state of what snippets were already
extracted.

Drop search result itemPane componenets, on a new search
scroll the itemTree to the top to see the most relevant results.
2026-08-24 18:36:02 -07:00
Bogdan Abaev
3a1a582cca best match mode: fused bm25 and semantic search
With semantic search disabled, Best Match runs a purely lexical ranking:
query terms are weighted by their rarity in the user's own library, any term
can match (OR semantics), and items are scored by how much of the query they
cover and where — titles count most, then abstracts, then fulltext, notes, and annotations.
Consecutive query words also count as a unit: an item containing "special education"
as a phrase ranks above one containing the words scattered, with the phrase's
importance again measured by its rarity. Items whose evidence is a single matched
unit that is common are not included (e.g. "fall of communism" -> do no list all
items that just have "fall").

With semantic search enabled, both engines score every candidate and the two rankings
are fused with Reciprocal Rank Fusion: an item can match by its words, by its meaning,
or — ranking highest — by both. Results are the union of the two engines' matches, so
a literal match the model doesn't understand and a paraphrase the words don't catch both surface.
The relevance bar shows the item's strongest single piece of evidence, whichever engine found it.

While the semantic index is still building or switching models, searches degrade
to lexical ranking instead of showing nothing; the "not ready" error state is gone.

Previews (the Search Results section) now explain the actual ranking for any matched item,
not just attachments: excerpts of the item's own text around the literal matches,
with the matched words highlighted. When semantic chunks are available they're shown too — with
literal matches highlighted inside them — and merged with the lexical excerpts by evidence strength,
deduplicating excerpts that show the same passage.
2026-08-18 18:01:04 -07:00
Bogdan Abaev
2568b5ccc4 Semantic search on fulltext of attachments
Add optional pref to index and search fulltext of attachments.
When enabled, attachment IDs are enqueue after regular items,
notes, and annotations.

Added helpers to extract outline and sections from structured
text module. During indexing, the sections of the attachment
are extracted, large sections are broken into chunks, and
small sections are combined to fit into the context window
of the model. Then, each chunk is embedded with its outline
path as the prefix and added to embeddings table.
Each row now contains full text of the chunk
and it's path - a good amount of duplication needed to
ensure that we can reliably connect the embedding of
the chunk to its text for a preview.

On search in Best Match mode, attachment rows get the score
of the highest ranking chunk, so if there is a very relevant
chunk in an attachment, the regular item with a non-relevant
abstract will still rank highly.

When the attachment row is selected, top 5 matching chunks
appear in the new search results collapsible-section of
the item pane, so one can examine matching chunks
without opening the actual reader.
2026-08-13 13:39:30 -07:00
Dan Stillman
486bac342f Add semantic ranking to Advanced Search
A root-level 'bestMatch' condition -- serialized as a marker like
joinMode and resultLevel -- ranks results with the Relevance column via
a "Sort results by best match for" field below the root group's
conditions, composing semantic ranking with Boolean filtering. A
best-match quick search converts to it via the Advanced Search button,
and a selected saved search's own marker activates ranking too,
overridden by an active best-match quick search.

Without a cutoff the condition is rank-only and membership is untouched
-- including while the index is unavailable -- so a saved search acts
identically as a source, and unscoreable items just sort last. With the
optional "keeping top" cutoff, carried in the marker's operator,
membership becomes the K most similar results, applied in search() so
scopes, counts, and the API see the same set. A transient search's
cutoff, which applies uniformly to every selected row, is reapplied
over the merged results so a multi-collection selection returns K
members total; a saved search's cutoff is part of its own membership
and never trims other selected rows. The query embedding is cached
in-flight, so the per-row membership passes and the merged ranking
share one worker embed.
2026-08-05 15:27:46 -04:00
Dan Stillman
bc73c713d7 Replace the best-match top-K cutoff with a ranked Relevance column
Semantic similarity has no natural relevance threshold, so instead of
asking the user to pick an arbitrary result count, show every scored
item and surface the ranking directly: a Relevance column appears and
becomes the sort while a best-match search is active, and the previous
sort and columns return when it clears. The merged results are scored
in a single pass in the row provider, so ranks are global across a
multi-collection selection, child items (attachments, notes,
annotations) rank via their top-level item, and equal scores get equal
ranks that order deterministically via the secondary sort fields. Items
without a stored embedding are filtered out.

Each cell renders the score's position within the model's display range
as a bar, so relevant results read as full and the irrelevant tail
reads as empty. The ranges are provisional per-model display constants.
Sorting uses the ranks, which are also exposed to assistive technology
and as the cell tooltip. On a focused selected row the bar
switches to white so the fill doesn't vanish into the accent selection
background.
2026-08-05 15:26:55 -04:00
Bogdan Abaev
29bbaf9e6f local semantic search on abstracts
- added environment to run embedding models locally
(transformers.js, ONNX Runtime WASM binary, etc.). The actual
inference execution happens in a separate worker environment (worker.js)
- added local itemEmbeddings table to store embeddings locally
- in advanced preferences, one can select two options for
semantic search model: english and multilingual. English model
(bge-small-en-v1.5) is better for english-only corpus
but multilingual (multilingual-e5-small) is necessary to handle
abstracts with any other language than english. We can add
more language-specific models as needed.
- when the model is selected, Zotero.Embeddings.download
will download the model (quantized ~100mb) and store it locally.
- Zotero.Embeddings.Indexing will start a process to
index all regular items with title+abstract. It happens in batches
and takes some time. The progress will appear in the
advanced preferences pane. Embeddings are inserted
into itemEmbeddings SQL table. For now, the table is local
only, no syncing is involved.
- when embedding model pref is set to "Disabled", the model
is deleted and embeddings table is cleared.
- when an embedding model is selected, quick search dropdown
has a new "Similarity" mode, which will run semantic search
on the current scope of items.
- semantic search does not clearly define what counts
as "relevant" and what is "not relevant". In addition,
it will change depending on the library and query. So
we cannot semantically filter out items the way
it is done via SQL. Semantic search returns the ranking
but items cannot be sorted because it is done by the itemTree
based on column selection.
So in "similarity" quicksearch mode, there is also a dropdown
to select how many top relevant items to keep (top 5 - top 100).
It allows the user to keep the most relevant items depending
on the context, without conflicting with itemTree sorting.
- semantic search happens in-memory. On a large 5K library
it's fast, but we could consider sqlite-vec extension if
needed.
2026-08-05 15:26:55 -04:00
Dan Stillman
6fbe5e4135 fx153: Match XUL boolean attributes in selectors without a value
Bug 2008041 made disabled, checked, hidden, collapsed, and selected
boolean attributes, so their value is empty and [disabled="true"] no
longer matches. Nothing sets any of them to "false", so matching on
presence alone is equivalent.
2026-08-03 11:48:40 -04:00
Dan Stillman
567cc2d43a fx153: Set XUL hidden/collapsed as boolean attributes
Bug 2008041's change to boolean attributes also covers hidden and
collapsed, whose UA selectors became [hidden] and [collapsed], so
setAttribute('hidden', false) now hides the element. Switch the setters
that can be passed a falsy value to toggleAttribute(), read them with
hasAttribute(), and match the [collapsed=true] selectors in our own
stylesheets to the new presence-only form.
2026-08-03 11:48:40 -04:00
Tom Najdek
c39f16891f Extend the template engine and add template validation (#5989)
Some checks are pending
CI / Test (shard 1) (push) Waiting to run
CI / Test (shard 2) (push) Waiting to run
CI / Test (shard 3) (push) Waiting to run
CI / Test (shard 4) (push) Waiting to run
CI / Utilities Tests (push) Waiting to run
CI / Build, Upload (push) Waiting to run
- Fix multiple potential scenarios causing a template engine crash
 - Add support for specifying string literals in the template engine
 - Validate `if/else/elseif` order and matching clause closures
 - Validate to ensure every `{{` is properly closed with a matching `}}`
 - When a template is invalid, display a warning, do not offer batch-renaming tools, do not update synced setting
 - When a template is invalid, prompt the user to fix or reset the template when

Closes #5965
2026-07-29 13:30:12 -04:00
Tom Najdek
ccb592ba68
Advanced Search: Use dedicated WCAG-compliant colors for a warning (#5990)
Some checks are pending
CI / Test (shard 1) (push) Waiting to run
CI / Test (shard 2) (push) Waiting to run
CI / Test (shard 3) (push) Waiting to run
CI / Test (shard 4) (push) Waiting to run
CI / Utilities Tests (push) Waiting to run
CI / Build, Upload (push) Waiting to run
2026-07-20 23:37:23 +02:00
Dan Stillman
606d8f19ba Advanced search: Indent subcollections in Collection condition menu
Instead of just prefixing the labels with "-", indent the whole row,
including the icon. This looks better and fixes FAYT on subcollection
names.

https://forums.zotero.org/discussion/132561/
2026-07-09 13:09:24 -04:00
Dan Stillman
163c27ca79 Keep Advanced Search button visible when the item pane is wide
When the item pane is dragged wide, the items pane is squeezed and the
quick search wrapper kept its intrinsic width and overflowed, pushing the
trailing Advanced Search button out under the item pane. Let the wrapper
shrink so the button stays within the pane.

Fixes #5982
2026-06-30 15:57:06 -04:00
Dan Stillman
a1f36f750e Advanced search: Fix extra padding on nonexistent icon in hint button
Addresses #5978
2026-06-26 15:55:32 -04:00
Dan Stillman
fe340283c1 Crop Advanced Search label so buttons stay visible when window is narrow
Addresses #5978
2026-06-26 15:55:32 -04:00
Dan Stillman
0e587176e8 Advanced search: Match condition value field height to drop-down menus
Addresses #5978
2026-06-26 15:55:32 -04:00
Dan Stillman
d4507544af Advanced search: Reduce the condition row's control gap to 6px
Addresses #5978
2026-06-26 15:55:32 -04:00
Dan Stillman
98308c65b9 Advanced search: Drop the extra padding on the 'Find' line
Add a bit more inline padding to the whole pane to compensate, so the Find
line and conditions box aren't too close to the left edge.

Addresses #5978
2026-06-26 15:54:49 -04:00
Dan Stillman
f7e67f6643 Advanced search: Match the level-warning text size to the binding hint
Addresses #5978
2026-06-26 15:53:38 -04:00
Dan Stillman
680452cc59 Advanced search: Update condition grouping icon and add ungroup button
Addresses #5978
2026-06-26 15:52:16 -04:00
Dan Stillman
092295da22 Add result-level controls to the Advanced Search builder (#5962)
- Reword the header as one sentence with a result-level menu ("Find
  [attachments] matching [all] of the following:")
- Provide a per-group menu to bind the group's descendant conditions to
  the same attachment, note, or annotation (e.g., one annotation that is
  both red and contains a given word, not two different ones)
- Show a hint that offers to group ungrouped sibling conditions (e.g.,
  two annotation conditions at the top level, to bind them to one
  annotation)
- Show a warning when conditions can't combine at the chosen result
  level (e.g., an annotation condition with a note result level)
- Remove the two legacy checkboxes:
  - "Show top-level items" becomes result level = top-level item and is
    migrated on save
  - "Include parent and child items", which has no result-level
    equivalent, keeps working, stays editable, and round-trips on
    searches that already have it, but it isn't offered on new searches
    and is removed on save if unchecked
2026-06-25 16:14:38 -04:00
Dan Stillman
1341b6d5cc Style Advanced Search conditions as a divided, indented list (#5962) 2026-06-25 16:14:38 -04:00
Dan Stillman
d808988540 Add condition grouping UI to Advanced Search (#5962)
Render the search as a tree of groups: a root group plus nested
search-condition-group elements, each with its own join-mode menu and a
remove control. Each condition row gets a "( )" button that wraps it in
a new group in place, so further conditions can be added to combine with
it under a separate join mode. Switch the builder to rebuild-from-tree --
the DOM is the source of truth and the search's flat conditions (with
groupStart/joinMode/groupEnd markers) are regenerated on each edit, so
the old conditionID-as-index tracking is gone.
2026-06-25 16:14:38 -04:00
Tom Najdek
c92148c3ec Add batch editing support for fields (#5823)
---------

Co-authored-by: Dan Stillman <dstillman@zotero.org>
2026-06-19 14:12:54 -04:00
Dan Stillman
4d38970ef0 Center the Advanced Search filter button's focus ring on the field edge
Some checks are pending
CI / Build, Upload, Test (push) Waiting to run
2026-06-15 20:38:37 -04:00
Dan Stillman
cf876033f6 Fix join-mode menulist clipping at top of Advanced Search 2026-06-15 15:22:16 -04:00
Dan Stillman
3d334dc244 Align Advanced Search close button with the filter button's right edge
Some checks are pending
CI / Build, Upload, Test (push) Waiting to run
2026-06-13 11:03:58 -04:00
Dan Stillman
18d332ec5e Patch out native control margins in Advanced Search
macOS-normalize-controls zeros margins on inputs and checkboxes but not
menulists or buttons, so their native platform margins threw off the
spacing. Zero them and restore spacing via the containers' gaps.

https://github.com/zotero/zotero/pull/5658#issuecomment-4696398750
2026-06-13 09:47:37 -04:00
Dan Stillman
702094f703 Shift Advanced Search filter button to center its icon
https://github.com/zotero/zotero/pull/5658#issuecomment-4696398750
2026-06-13 09:47:25 -04:00
Dan Stillman
40851e1f58 Add bottom border to Advanced Search area
https://github.com/zotero/zotero/pull/5658#issuecomment-4696398750
2026-06-13 09:47:20 -04:00
Dan Stillman
2689997c50 Fix Advanced Search area height calculation
The inner <deck> stacks both panes in one grid cell, so the area was
always sized to the taller (saved-search) pane and never shrank back.
The non-selected pane is now removed from layout entirely.

https://github.com/zotero/zotero/pull/5658#issuecomment-4696398750
2026-06-13 09:47:11 -04:00
Abe Jellinek
00527332c4 Move Advanced Search and saved search editing to the main window (#5658)
---------

Co-authored-by: Dan Stillman <dstillman@zotero.org>
2026-06-12 15:21:59 -04:00
Bogdan Abaev
0f2d3e103d Citation dialog: show placeholder after a new bubble is added (#5932)
After the first bubble is added, the focused input gets a placeholder
indicating that typing a number will add it as a page to the just-added
bubble. The placeholder is truncated if it's too close to the edge in
multi-item citations.

Also add a tip to the item details popup explaining that locators can
be typed into the main input field, with a link to the documentation.
The tip stops appearing once a typed locator has been used.

---------

Co-authored-by: Dan Stillman <dstillman@zotero.org>
2026-06-12 15:07:17 -04:00
Abe Jellinek
c2a9ea2687 Add Abstract section to merge pane with value chooser 2026-05-18 15:48:31 -04:00
Tom Najdek
862573eabc
Per-group file renaming settings (#5862)
Also:

- Add `isAdmin` property to libraries
 
---------

Co-authored-by: Dan Stillman <dstillman@zotero.org>
2026-04-02 15:15:06 -04:00
Bogdan Abaev
6bec3c817e Citation dialog: allow to insert annotations (#5356) 2026-03-23 15:00:22 -04:00
Abe Jellinek
0abf2b455f
Add Read Aloud first-run guidance panel (#5818)
Plus guidance-panel changes:

- Fix description not updating when multiple panels exist
  in the document
- Fix nonfunctional noautohide attribute
- Show "Got It" button for noautohide with no navigation

---------

Co-authored-by: Dan Stillman <dstillman@zotero.org>
2026-03-05 20:07:06 -05:00
Mi Ramon
c0c9437da8
use different notes icons in itempane and tab sidepane (#5799) 2026-03-04 23:46:17 -05:00
Tom Najdek
cc53bc1699
Fix clipped inputs in RTF Scan and related UI issues
* Remove `overflow: visible` in RTF Scan to prevent richlistbox from expanding the width and causing clipping
* Introduce small margins as an alternative to prevent focus rings from being clipped in the `wizard`
* Fix "Display as" alignment on Windows
2026-01-27 13:06:04 +01:00
abaevbog
1f9d9d2967
citation dlg: updates to locator shortcuts (#5529)
- after a new bubble is added to the citation, it is recorded
as a just-added bubble. The next locator typed without a search query
will go to that item instead of going to the item before where the locator was typed.
Same logic applies when multiple bubbles are added at once.
- the record of just-added bubbles is cleared on focusout
or keypress of an arrow key. That way, it's discarded if the user
is almost certainly not intending to immediately type a locator.
- added a special case to recognize a numeric value as a page locator
if it is typed when just-added bubble is recorded. That special locator
will be added to the just-added bubble as one is typing without
pressing Enter after debounce. Enter will immediately add the locator
without waiting for debounce.
- if a just-added bubble is recorded, cmd-z will clear
whatever numeric locator may have been typed and place
it back into the input, in case one meant to type an
actual search query

- added a special case to recognize ":<number>" as a page locator
in the same circumstances that "page <number>" is currently recognized
- do not use year extraction (SearchHandler._cleanYear)
when parsing input. It strips the first number from
a range of numbers and conflicts with the new locator
logic.
- ensure a bubble with a very long locator does not overflow
2026-01-26 20:12:44 -05:00
Tom Najdek
f58ca4b399
Fix missing ellipsis for styles in the style selector (#5736) 2026-01-26 11:29:11 -05:00
windingwind
7a61614450
Fix tag editor focus ring cut off in note editor (#5703)
fix: #5699
2026-01-20 10:58:49 -05:00
Tom Najdek
891a9809d0
Improve bibliography modal initialization (#5675) 2025-12-24 09:47:03 -05:00
Tom Najdek
51dae17314
Fix Bibliography modal race condition (#5638)
- Replace polling with a `ready` promise for initialization
- Use fixed height for the rich list and re-order initialization to avoid layout shifting
- Ensure the "accept" button is disabled until initialization completes
2025-12-18 23:59:28 -05:00
windingwind
e522f6185e
Add note as tab (#5528) 2025-12-18 23:49:42 -05:00
Tom Najdek
b9ef88d4fc Fix alignment issues and missing icons 2025-11-14 19:45:58 +01:00
Tom Najdek
e09e993081
Align buttons with the top line of the field (#5604) 2025-11-10 13:46:58 -05:00
Tom Najdek
85d1f723fb
Restore the arrow in the guidance panel (#5611) 2025-11-10 13:44:05 -05:00
Tom Najdek
e896fd0137
Add continuous-renaming functionality for attachment files (#3860)
Resolves #1685
2025-09-11 04:54:03 -04:00
windingwind
37ff8c9143
Improve linux popup appearance (#5452)
* Fix tabs menu panel padding

* Fix tabs menu panel background

* Fix panel style selector

resolve: #5434
2025-08-01 11:02:14 -04:00