feat(backoffice): search customers by trade name and licence, filter by role

Staff search with whatever is in front of them. Company name, TIN, email
and profile reference already matched; a TIN's licence number and the
trade name of the business a role operates as did not, which is most of
what appears on a customer's own paperwork.

Adds a Role filter alongside it. Distinct from the existing Type pill:
that is the company's own kind, this asks "who does X?" — one `customer`
company routinely holds importer and exporter at once.

Both are EXISTS subqueries rather than constraints on the joined
`companyProfiles` alias. Filtering the join would drop the company's
other profiles from the loaded entity, so an importer-and-exporter would
render as importer-only.

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

@@ -84,6 +84,7 @@ export class CompaniesRepository extends BaseRepository<Company> {
       createdTo,
       onboardingCompleted,
       hasPendingChangeRequest,
+      profileType,
       sortBy = 'review',
       sortOrder = 'DESC',
     } = query;
@@ -138,20 +139,46 @@ export class CompaniesRepository extends BaseRepository<Company> {
 
     if (search) {
       const term = `%${search.trim()}%`;
+      // Staff search by whatever is in front of them: the company name, the
+      // TIN/email, a profile reference off a document — and, since a TIN holds
+      // many licences, the trade name or licence number of the specific
+      // business a role operates as. All the per-profile terms share one EXISTS
+      // so a match on any of them qualifies the company once.
       qb.andWhere(
         `(company.name ILIKE :term
           OR company.tin ILIKE :term
           OR company.email ILIKE :term
+          OR company.licence_number ILIKE :term
           OR EXISTS (
             SELECT 1 FROM freight.company_profiles cp
             WHERE cp.company_id = company.id
-              AND cp.reference ILIKE :term
               AND cp.deleted_at IS NULL
+              AND (
+                cp.reference ILIKE :term
+                OR cp.etrade_business->>'tradeName' ILIKE :term
+                OR cp.etrade_business->>'licenceNumber' ILIKE :term
+              )
           ))`,
         { term },
       );
     }
 
+    // Companies holding a given operational role. EXISTS rather than a filter
+    // on the joined `companyProfiles` alias: constraining the join would drop
+    // the company's OTHER profiles from the loaded entity, so the list would
+    // render an exporter-and-importer as importer-only.
+    if (profileType) {
+      qb.andWhere(
+        `EXISTS (
+          SELECT 1 FROM freight.company_profiles cp_type
+          WHERE cp_type.company_id = company.id
+            AND cp_type.deleted_at IS NULL
+            AND cp_type.type = :profileType
+        )`,
+        { profileType },
+      );
+    }
+
     // sortBy is whitelisted by @IsIn on the DTO, so it is safe to interpolate.
     if (sortBy === 'review') {
       // Queue ordering: actionable tiers first, newest first within each. The

apps/edr-freight-api/src/modules/companies/dto/list-companies-query.dto.ts

@@ -15,6 +15,7 @@ import {
   CompanyStatus,
   CompanyType,
 } from "../entities/company.entity";
+import { ProfileType } from "../entities/company-profile.entity";
 
 export class ListCompaniesQueryDto {
   @ApiPropertyOptional({ default: 1 })
@@ -56,6 +57,16 @@ export class ListCompaniesQueryDto {
   @IsIn(Object.values(CompanyNationality))
   nationality?: CompanyNationality;
 
+  @ApiPropertyOptional({
+    enum: ProfileType,
+    description:
+      "Only companies holding this operational role. A company may hold " +
+      "several; its other roles are still returned on the row.",
+  })
+  @IsOptional()
+  @IsIn(Object.values(ProfileType))
+  profileType?: ProfileType;
+
   @ApiPropertyOptional({ description: "Registered on or after this instant (ISO)." })
   @IsOptional()
   @IsDateString()

apps/edr-freight-web/backoffice/src/pages/customers/CustomersPage.tsx

@@ -108,6 +108,24 @@ const CUSTOMER_FILTER_DEFS: FilterDef[] = [
       ["customer", "freight_forwarder", "dj_freight_forwarder", "transporter"] as const
     ).map((value) => ({ value, label: humanize(value) })),
   },
+  {
+    // The operational role, not `type` above: one `customer` company routinely
+    // holds importer AND exporter, so this asks "who does X?" rather than
+    // "what kind of company is this?".
+    key: "profileType",
+    label: "Role",
+    type: "enum",
+    multiple: false,
+    options: (
+      [
+        "importer",
+        "exporter",
+        "freight_forwarder",
+        "dj_freight_forwarder",
+        "transporter",
+      ] as const
+    ).map((value) => ({ value, label: humanize(value) })),
+  },
   {
     key: "kind",
     label: "Sector",
@@ -348,7 +366,7 @@ export default function CustomersPage() {
             <FilterBar
               defs={CUSTOMER_FILTER_DEFS}
               controls={controls}
-              searchPlaceholder="Search by company, TIN, email or profile reference…"
+              searchPlaceholder="Search by company, trade name, TIN, email, licence no. or profile ref…"
               sortOptions={SORT_OPTIONS.map((o) => ({ ...o }))}
               viewId="customers"
             >

apps/edr-freight-web/backoffice/src/types/customer.ts

@@ -325,6 +325,13 @@ export interface CompanyListFilter {
   kind?: CompanyKind;
   status?: CompanyStatus;
   nationality?: CompanyNationality;
+  /**
+   * Only companies holding this operational role. Distinct from `type`, which
+   * is the company's own kind — a `customer` company can hold importer,
+   * exporter and forwarder roles at once, and its other roles still come back
+   * on the row.
+   */
+  profileType?: ProfileType;
   /** ISO instants — inclusive bounds on the registration date. */
   createdFrom?: string;
   createdTo?: string;