feat(bookings): filter and export booking content

The booking-requests list could filter by freight type but not by what is
actually in the booking, and the export's only cargo column showed the
commodity name — blank for every container booking, which stores no
commodity at all.

Adds one resolver, `bookingContentSql`, that answers "what did the customer
say is in this booking" per freight type: the container lines they entered
("2 × 40FT, 1 × 20FT") for container freight, since the wizard asks them for
no description; the commodity they picked from the cargo tree for bulk,
falling back to their free-text description.

List filters:
- "Content" — a single select flattening the cargo tree the same way the
  booking wizard presents it (group, then each commodity as "Bulk → Wheat").
  Picking a GROUP matches its whole subtree via a recursive walk, so "Bulk"
  returns all 44 bulk bookings rather than the 0 that carry the group id
  itself. This makes the existing, previously unexposed `cargoTypeId` param
  group-aware.
- "Content contains" — a contains-search over the description, the commodity
  name and the container types, so container bookings are reachable by "40FT"
  even though they carry no words of the customer's own.

Both apply through `applyListFilters`, so the list, its summary tiles and its
facets agree, and both are declared on the bookings export dataset — the
export button already forwards the page's filters verbatim.

Export fields: "Content" (default), plus "Cargo description" as its own
column. The old `cargo` column is unchanged and still selectable, relabelled
"Cargo (commodity)"; it loses only its default tick, so saved presets that
name it keep working.

apps/edr-freight-api/src/modules/bookings/booking-content.sql.spec.ts

@@ -0,0 +1,64 @@
+import {
+  CARGO_TYPE_SUBTREE_SQL,
+  bookingContentMatchSql,
+  bookingContentSql,
+} from './booking-content.sql';
+
+describe('bookingContentSql', () => {
+  const sql = bookingContentSql('b');
+
+  it('prefers the container lines, since container bookings carry no description', () => {
+    expect(sql.indexOf('freight.booking_container')).toBeLessThan(
+      sql.indexOf('freight.cargo_types'),
+    );
+    expect(sql).toContain('freight.container_types');
+    expect(sql).toContain('bc.deleted_at IS NULL');
+  });
+
+  it('falls back to commodity, then to the free-text description', () => {
+    expect(sql.indexOf('cgt.cargo_type_name')).toBeLessThan(
+      sql.indexOf('b.cargo_free_text'),
+    );
+  });
+
+  // An empty string is not a missing value to COALESCE — without NULLIF a blank
+  // description would win over the commodity behind it.
+  it('treats an empty string as absent at every level', () => {
+    expect(sql.match(/NULLIF/g)).toHaveLength(3);
+  });
+
+  it('rewrites every reference when embedded under another alias', () => {
+    expect(bookingContentSql('bk')).not.toMatch(/\bb\.(cargo|id)/);
+  });
+});
+
+describe('CARGO_TYPE_SUBTREE_SQL', () => {
+  // The filter offers groups, not just leaves, so picking "Bulk" has to reach
+  // commodities at any depth beneath it — two levels today, more tomorrow.
+  it('walks the tree recursively rather than one level of children', () => {
+    expect(CARGO_TYPE_SUBTREE_SQL).toContain('WITH RECURSIVE');
+    expect(CARGO_TYPE_SUBTREE_SQL).toContain('c.parent_group_id = sub.id');
+  });
+
+  it('includes the picked node itself, so a leaf still matches exactly', () => {
+    expect(CARGO_TYPE_SUBTREE_SQL).toContain('WHERE id = :cargoTypeId');
+  });
+});
+
+describe('bookingContentMatchSql', () => {
+  const sql = bookingContentMatchSql('b');
+
+  it('searches all three places content can live', () => {
+    expect(sql).toContain('b.cargo_free_text ILIKE :cargoText');
+    expect(sql).toContain('cgt.cargo_type_name ILIKE :cargoText');
+    expect(sql).toContain('cnt.code ILIKE :cargoText');
+  });
+
+  // Anything but OR would make the text box match nothing for whole freight
+  // types — a container booking has no commodity, a bulk one has no container.
+  it('ORs them, and stays one parenthesised term for andWhere', () => {
+    expect(sql).not.toContain(' AND :cargoText');
+    expect(sql.startsWith('(')).toBe(true);
+    expect(sql.trimEnd().endsWith(')')).toBe(true);
+  });
+});

apps/edr-freight-api/src/modules/bookings/booking-content.sql.ts

@@ -0,0 +1,58 @@
+/**
+ * What the customer said is IN the booking, per freight type — the list
+ * filter, the summary and the export all read this one expression so the
+ * column, the pill and the sheet can never disagree.
+ *
+ * BULK      the commodity picked from the cargo tree (`cargo_types`), falling
+ *           back to the free-text description for a bare group or a legacy row
+ *           that has no commodity.
+ * CONTAINER the wizard asks for no description at all — VGM and contents are
+ *           captured later in operations — so the closest thing to the
+ *           customer's own words is the container lines they entered:
+ *           "2 × 40FT, 1 × 20FT".
+ *
+ * Containers are checked FIRST: a container booking has no `cargo_type_id`
+ * (the API rejects one), so the order only matters for a mixed legacy row,
+ * where the physical lines are the better answer.
+ */
+export function bookingContentSql(alias = 'b'): string {
+  return `COALESCE(
+    NULLIF((SELECT string_agg(bc.quantity || ' × ' || COALESCE(cnt.label, cnt.code), ', '
+                              ORDER BY cnt.size_ft DESC NULLS LAST, cnt.code)
+              FROM freight.booking_container bc
+              JOIN freight.container_types cnt ON cnt.id = bc.container_type_id
+             WHERE bc.booking_id = ${alias}.id AND bc.deleted_at IS NULL), ''),
+    NULLIF((SELECT cgt.cargo_type_name FROM freight.cargo_types cgt
+             WHERE cgt.id = ${alias}.cargo_type_id), ''),
+    NULLIF(${alias}.cargo_free_text, ''))`;
+}
+
+/**
+ * Cargo types at or under `:cargoTypeId`, so picking a GROUP in the filter
+ * matches every commodity beneath it — the same group→commodity drill-down the
+ * booking wizard offers, read back. Recursive because `cargo_types` is an
+ * arbitrary-depth tree (Bulk → Steel Billet → S1 → …), not two levels.
+ */
+export const CARGO_TYPE_SUBTREE_SQL = `(
+  WITH RECURSIVE sub AS (
+    SELECT id FROM freight.cargo_types WHERE id = :cargoTypeId
+    UNION ALL
+    SELECT c.id FROM freight.cargo_types c JOIN sub ON c.parent_group_id = sub.id
+  )
+  SELECT id FROM sub)`;
+
+/**
+ * Contains-match over every part of the content a customer can type or pick:
+ * their own description, the commodity's name, and the container types on the
+ * booking. Bind `:cargoText` already wrapped in `%`.
+ */
+export function bookingContentMatchSql(alias = 'b'): string {
+  return `(${alias}.cargo_free_text ILIKE :cargoText
+    OR EXISTS (SELECT 1 FROM freight.cargo_types cgt
+                WHERE cgt.id = ${alias}.cargo_type_id
+                  AND cgt.cargo_type_name ILIKE :cargoText)
+    OR EXISTS (SELECT 1 FROM freight.booking_container bc
+                 JOIN freight.container_types cnt ON cnt.id = bc.container_type_id
+                WHERE bc.booking_id = ${alias}.id AND bc.deleted_at IS NULL
+                  AND (cnt.label ILIKE :cargoText OR cnt.code ILIKE :cargoText)))`;
+}

apps/edr-freight-api/src/modules/bookings/bookings.repository.ts

@@ -21,6 +21,10 @@ import { ShippingLineCompany } from '../shipping-lines/entities/shipping-line-co
 import { ContractRateSnapshot } from '../contracts/entities/contract-rate-snapshot.entity';
 import { ContractRoute } from '../contracts/entities/contract-route.entity';
 import { applyDirectionScope } from '../user-trade-access/trade-scope.util';
+import {
+  CARGO_TYPE_SUBTREE_SQL,
+  bookingContentMatchSql,
+} from './booking-content.sql';
 import { BookingCargoModifier } from './entities/booking-cargo-modifier.entity';
 import {
   BookingDocumentReview,
@@ -65,7 +69,10 @@ export interface BookingListFilterOptions {
   contractId?: string;
   contractType?: string;
   serviceTypeId?: string;
+  /** Cargo type OR cargo group — a group matches every commodity beneath it. */
   cargoTypeId?: string;
+  /** Contains-search over content: description, commodity name, container types. */
+  cargoText?: string;
   freightType?: string;
   bookingType?: string;
   tradeDirection?: string;
@@ -1176,11 +1183,19 @@ export class BookingsRepository extends BaseRepository<Booking> {
         serviceTypeId: options.serviceTypeId,
       });
     }
+    // A group is selectable in the filter, not just a leaf commodity, so this
+    // matches the whole subtree — picking "Bulk" must return every commodity
+    // under it, the same drill-down the booking wizard offers, read back.
     if (options.cargoTypeId) {
-      qb.andWhere('booking.cargo_type_id = :cargoTypeId', {
+      qb.andWhere(`booking.cargo_type_id IN ${CARGO_TYPE_SUBTREE_SQL}`, {
         cargoTypeId: options.cargoTypeId,
       });
     }
+    if (options.cargoText) {
+      qb.andWhere(bookingContentMatchSql('booking'), {
+        cargoText: `%${options.cargoText}%`,
+      });
+    }
     if (omit !== 'freightType' && options.freightType) {
       qb.andWhere('booking.freight_type = :freightType', {
         freightType: options.freightType,

apps/edr-freight-api/src/modules/bookings/bookings.service.ts

@@ -1845,6 +1845,7 @@ export class BookingsService {
       contractType: filter.contractType,
       serviceTypeId: filter.serviceTypeId,
       cargoTypeId: filter.cargoTypeId,
+      cargoText: filter.cargoText,
       freightType: filter.freightType,
       bookingType: filter.bookingType,
       tradeDirection: filter.tradeDirection,
@@ -2072,6 +2073,7 @@ export class BookingsService {
       contractType: filter.contractType,
       serviceTypeId: filter.serviceTypeId,
       cargoTypeId: filter.cargoTypeId,
+      cargoText: filter.cargoText,
       freightType: filter.freightType,
       bookingType: filter.bookingType,
       tradeDirection: filter.tradeDirection,

apps/edr-freight-api/src/modules/bookings/dto/filter-booking.dto.ts

@@ -62,11 +62,25 @@ export class FilterBookingDto {
   @IsUUID()
   serviceTypeId?: string;
 
-  @ApiPropertyOptional({ format: 'uuid' })
+  @ApiPropertyOptional({
+    format: 'uuid',
+    description:
+      'Cargo type OR cargo group — a group matches every commodity beneath it',
+  })
   @IsOptional()
   @IsUUID()
   cargoTypeId?: string;
 
+  @ApiPropertyOptional({
+    description:
+      'Contains-search over booking content: cargo description, commodity name, container types',
+  })
+  @IsOptional()
+  @Transform(({ value }) =>
+    typeof value === 'string' && value.trim() ? value.trim() : undefined,
+  )
+  cargoText?: string;
+
   @ApiPropertyOptional({ enum: FREIGHT_TYPES })
   @IsOptional()
   @IsIn([...FREIGHT_TYPES])

apps/edr-freight-api/src/modules/exports/datasets/bookings.dataset.ts

@@ -1,4 +1,11 @@
+import { DataSource } from 'typeorm';
+
 import { FREIGHT_PERMS } from '../../../seed/freight-permissions.registry';
+import {
+  CARGO_TYPE_SUBTREE_SQL,
+  bookingContentMatchSql,
+  bookingContentSql,
+} from '../../bookings/booking-content.sql';
 import { bookingTonsSql } from '../../bookings/booking-tons.sql';
 import { Booking } from '../../bookings/entities/booking.entity';
 import { Company } from '../../companies/entities/company.entity';
@@ -11,6 +18,7 @@ import { Yard } from '../../rule-engine/entities/yard.entity';
 import { ShippingLineCompany } from '../../shipping-lines/entities/shipping-line-company.entity';
 import { Train } from '../../trains/entities/train.entity';
 import { applyDirectionScope } from '../../user-trade-access/trade-scope.util';
+import { ExportFilterOption } from '../export-filter.util';
 import { ExportDataset } from '../export.types';
 
 /**
@@ -22,12 +30,43 @@ import { ExportDataset } from '../export.types';
 const TONS = bookingTonsSql('b');
 const REVENUE = 'COALESCE(b.adjusted_total_amount, b.total_amount)';
 
+/** What the customer described as the booking's contents — see the helper. */
+const CONTENT = bookingContentSql('b');
+
 const STATUS_OPTIONS = [
   'DRAFT', 'SUBMITTED', 'UNDER_REVIEW', 'APPROVED', 'REJECTED',
   'CANCELLED', 'EXPIRED', 'SCHEDULED', 'LOADED', 'IN_TRANSIT',
   'ARRIVED', 'DELIVERED', 'COMPLETED',
 ].map((v) => ({ value: v, label: v.replace(/_/g, ' ') }));
 
+/**
+ * Cargo tree flattened for a single select: groups and every commodity beneath
+ * them, each labelled by its full path ("Bulk → Wheat") the way the booking
+ * wizard shows a deep leaf. Picking a group row filters its whole subtree.
+ *
+ * Recursive because `cargo_types` is arbitrary-depth, not two levels.
+ */
+async function cargoTypeOptions(ds: DataSource): Promise<ExportFilterOption[]> {
+  return ds.query(`
+    WITH RECURSIVE t AS (
+      SELECT id, display_order, 0 AS depth,
+             ARRAY[display_order]::int[] AS ord,
+             ARRAY[cargo_type_name]::text[] AS path
+        FROM freight.cargo_types
+       WHERE parent_group_id IS NULL AND deleted_at IS NULL AND is_active
+      UNION ALL
+      SELECT c.id, c.display_order, t.depth + 1,
+             t.ord || c.display_order,
+             t.path || c.cargo_type_name
+        FROM freight.cargo_types c
+        JOIN t ON c.parent_group_id = t.id
+       WHERE c.deleted_at IS NULL AND c.is_active
+    )
+    SELECT id AS value, array_to_string(path, ' → ') AS label
+      FROM t ORDER BY ord, path
+  `) as Promise<ExportFilterOption[]>;
+}
+
 export const bookingsDataset: ExportDataset = {
   key: 'bookings',
   title: 'Bookings',
@@ -113,7 +152,11 @@ export const bookingsDataset: ExportDataset = {
     { key: 'serviceType', label: 'Service type', type: 'string', group: 'route', requires: ['st'], select: 'st.service_name' },
 
     // ---- Cargo -----------------------------------------------------------
-    { key: 'cargo', label: 'Cargo', type: 'string', group: 'cargo', default: true, requires: ['cty'], select: 'COALESCE(cty.cargo_type_name, b.cargo_free_text)' },
+    // What the customer said is in the booking. `cargo` below is the narrower
+    // commodity-only view, kept for saved presets that already tick it.
+    { key: 'content', label: 'Content', type: 'string', group: 'cargo', default: true, select: CONTENT, sortExpr: CONTENT },
+    { key: 'cargo', label: 'Cargo (commodity)', type: 'string', group: 'cargo', requires: ['cty'], select: 'COALESCE(cty.cargo_type_name, b.cargo_free_text)' },
+    { key: 'cargoDescription', label: 'Cargo description', type: 'string', group: 'cargo', select: 'b.cargo_free_text' },
     { key: 'freightType', label: 'Freight type', type: 'string', group: 'cargo', default: true, select: 'b.freight_type' },
     { key: 'tons', label: 'Tonnage', type: 'tons', group: 'cargo', default: true, select: `ROUND(${TONS})::float8`, sortExpr: TONS },
     { key: 'containerWeightVgm', label: 'Container VGM', type: 'number', group: 'cargo', select: 'b.cargo_total_weight_vgm' },
@@ -191,6 +234,8 @@ export const bookingsDataset: ExportDataset = {
       { value: 'PAID', label: 'Paid' },
       { value: 'FAILED', label: 'Failed' },
     ] },
+    { key: 'cargoTypeId', label: 'Content (cargo type)', type: 'select', optionsQuery: cargoTypeOptions },
+    { key: 'cargoText', label: 'Content contains', type: 'text' },
     { key: 'companyId', label: 'Customer', type: 'text' },
     { key: 'search', label: 'Search reference or customer', type: 'text' },
   ],
@@ -211,6 +256,9 @@ export const bookingsDataset: ExportDataset = {
 
     if (params.tradeDirection) qb.andWhere('b.trade_direction = :tradeDirection', { tradeDirection: params.tradeDirection });
     if (params.freightType) qb.andWhere('b.freight_type = :freightType', { freightType: params.freightType });
+    // Group or leaf — a group matches its whole subtree (see CARGO_TYPE_SUBTREE_SQL).
+    if (params.cargoTypeId) qb.andWhere(`b.cargo_type_id IN ${CARGO_TYPE_SUBTREE_SQL}`, { cargoTypeId: params.cargoTypeId });
+    if (params.cargoText) qb.andWhere(bookingContentMatchSql('b'), { cargoText: `%${params.cargoText as string}%` });
     if (params.paymentStatus) qb.andWhere('b.payment_status = :paymentStatus', { paymentStatus: params.paymentStatus });
     if (params.companyId) qb.andWhere('b.company_id = :companyId', { companyId: params.companyId });
     if (params.search) {

apps/edr-freight-web/backoffice/src/pages/bookings/BookingRequestsPage.tsx

@@ -140,6 +140,25 @@ export default function BookingRequestsPage() {
     [refData],
   );
 
+  // Content options mirror the booking wizard's cargo picker: the group itself
+  // — which the server expands to every commodity beneath it — then each
+  // commodity, labelled by its full path so a generically-named leaf still
+  // reads unambiguously. A group with no descendants is emitted by the
+  // reference-data tree as its own single child; drop that duplicate.
+  const cargoTypeOptions = useMemo(
+    () =>
+      (refData?.cargo_type ?? []).flatMap((group) => [
+        { value: group.id, label: group.name },
+        ...(group.children ?? [])
+          .filter((child) => child.id !== group.id)
+          .map((child) => ({
+            value: child.id,
+            label: `${group.name} → ${child.name}`,
+          })),
+      ]),
+    [refData],
+  );
+
   // Deep links land here pre-filtered (?statuses=A,B&tradeDirection=IMPORT) —
   // the header's document-review alarm opens exactly the undecided requests
   // it is counting down for. No sync effect needed any more: controls.values
@@ -183,6 +202,25 @@ export default function BookingRequestsPage() {
         multiple: false,
         options: FREIGHT_TYPE_OPTIONS,
       },
+      {
+        // Cargo group or commodity. The group row matches its whole subtree
+        // server-side, so "Bulk" returns every bulk commodity under it.
+        key: "cargoTypeId",
+        label: "Content",
+        type: "enum",
+        multiple: false,
+        options: cargoTypeOptions,
+      },
+      {
+        // Containers carry no customer-written description, so this is also how
+        // they are reached: it matches container types ("40FT") as well as the
+        // commodity name and the bulk cargo description.
+        key: "cargoText",
+        label: "Content contains",
+        type: "text",
+        secondary: true,
+        placeholder: "Commodity, description or container type",
+      },
       {
         key: "serviceTypeId",
         label: "Service",
@@ -244,7 +282,7 @@ export default function BookingRequestsPage() {
         toParams: dateRangeParams("scheduledFrom", "scheduledTo"),
       },
     ],
-    [filterOptions, yardOptions, serviceTypeOptions],
+    [filterOptions, yardOptions, serviceTypeOptions, cargoTypeOptions],
   );
 
   const controls = useFilters(bookingFilterDefs, {

apps/edr-freight-web/backoffice/src/services/bookings.service.ts

@@ -73,6 +73,10 @@ export interface BookingListFilter {
   freightType?: string;
   /** Service type (rule-engine service_types.id). */
   serviceTypeId?: string;
+  /** Cargo type OR cargo group — a group matches every commodity beneath it. */
+  cargoTypeId?: string;
+  /** Contains-search over content: cargo description, commodity, container types. */
+  cargoText?: string;
   /** ONE_TIME | GENERAL_CONTRACT — the booking-kind tab filter. */
   bookingType?: string;
   /** 'true' → customs bookings, 'false' → self-clearance (non-customs). */
@@ -199,6 +203,8 @@ export const bookingsService = {
       if (filter.companyId) params.companyId = filter.companyId;
       if (filter.freightType) params.freightType = filter.freightType;
       if (filter.serviceTypeId) params.serviceTypeId = filter.serviceTypeId;
+      if (filter.cargoTypeId) params.cargoTypeId = filter.cargoTypeId;
+      if (filter.cargoText) params.cargoText = filter.cargoText;
       if (filter.bookingType) params.bookingType = filter.bookingType;
       if (filter.tradeDirection) params.tradeDirection = filter.tradeDirection;
       if (filter.paymentCurrency)
@@ -238,6 +244,8 @@ export const bookingsService = {
       if (filter.contractId) params.contractId = filter.contractId;
       if (filter.freightType) params.freightType = filter.freightType;
       if (filter.serviceTypeId) params.serviceTypeId = filter.serviceTypeId;
+      if (filter.cargoTypeId) params.cargoTypeId = filter.cargoTypeId;
+      if (filter.cargoText) params.cargoText = filter.cargoText;
       if (filter.bookingType) params.bookingType = filter.bookingType;
       if (filter.tradeDirection) params.tradeDirection = filter.tradeDirection;
       if (filter.paymentCurrency)