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Add num_subjects: advanced-search operator#2827

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Add num_subjects: advanced-search operator#2827
bendichter wants to merge 19 commits into
dandi:masterfrom
bendichter:advanced-search-counts

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Draft. Stacked on #2822 — review will be cleaner once the contributor PR merges. The diff against master will collapse to this PR's commits only at that point.

Adds num_subjects:N — match dandisets with at least N subjects, per Version.metadata.assetsSummary.numberOfSubjects (populated by dandischema's aggregate_assets_summary()).

num_subjects:10                       # dandisets with ≥10 subjects
num_subjects:1 species:mouse          # AND'd: ≥1 subject AND has a mouse asset
NUM_SUBJECTS:50                       # case-insensitive operator key
num_subjects:abc                      # 400 — non-negative integer required

Why ≥N (no upper bound)

The intent users actually have is "studies with at least N subjects". Upper bounds are rare enough that the extra syntax cost (>=, <=, .., validation, dropdown UI) wasn't worth it. If the need shows up, the implementation can grow GitHub-style comparisons without breaking the bare-integer form.

Why no num_sessions:

Considered, deliberately omitted:

  • dandischema.AssetsSummary does not aggregate sessions. Its numeric fields are numberOfBytes, numberOfFiles, numberOfSubjects, numberOfSamples, numberOfCells — no numberOfSessions.
  • BareAsset has no sessionId field either, so we can't derive a count from per-asset metadata at query time.
  • A useful num_sessions: would need upstream work in dandischema (add numberOfSessions to AssetsSummary) plus an aggregator that infers sessions from BIDS ses- paths and/or NWB session metadata. That's its own project.

Implementation

  • COUNT_OPS dict in dandiapi/api/services/search/operators.py maps num_subjects$.assetsSummary.numberOfSubjects. Adding any of num_files, num_bytes, num_samples, num_cells is a one-line entry — same dispatch.
  • _apply_count_filter (filters.py) builds jsonb_path_exists(metadata, '$path ? (@ >= $val)', '{"val": N}'::jsonb). The integer is bound via the jsonpath vars parameter (not inlined into SQL or jsonpath text) — injection-safe.
  • Versions missing the field don't match: the jsonpath ? predicate drops missing/null/non-numeric values naturally. A freshly-created dandiset with no assets summarized yet won't satisfy num_subjects:0.
  • Match semantics mirror the contributor pattern: a dandiset matches if at least one of its versions satisfies the predicate.

Files

  • dandiapi/api/services/search/operators.pyCOUNT_OPS table; folded into OPERATOR_KEYS
  • dandiapi/api/services/search/filters.py_apply_count_filter() + dispatch entry
  • dandiapi/api/views/serializers.py — OpenAPI help text
  • web/src/components/DandisetSearchField.vue — popover entry
  • dandiapi/api/tests/test_dandiset.py — consolidated integration test (≥ threshold, missing-field exclusion, case-insensitive key, composition with created_after:) + invalid-value 400 test

Test plan

  • pytest dandiapi/api/tests/test_dandiset.py dandiapi/api/tests/test_search_parser.py -k 'advanced_search or search_parser' — 49 pass
  • ruff check dandiapi/api/services/search/ dandiapi/api/tests/test_dandiset.py — clean
  • vue-tsc --noEmit + eslint — clean
  • Manual: curl 'http://localhost:8000/api/dandisets/?search=num_subjects:abc' → 400 with helpful message; num_subjects:0 → 0 results (none of the seeded dandisets have assetsSummary.numberOfSubjects populated yet, which is the correct answer)

bendichter and others added 19 commits May 13, 2026 15:52
Filters dandisets to those owned by a given user. The value is matched
case-insensitively against User.username OR User.email. The special form
`owner:me` resolves to the requesting user (consistent with the existing
?user=me query parameter) and returns 400 if the request is anonymous.

Implementation reuses the existing `get_owned_dandisets()` permission
helper. We pass `with_superuser=False` so `owner:admin` returns only
what admin explicitly owns — guardian's default would otherwise inflate
to the entire archive for any superuser.

Unknown users return zero results (not an error): a search for a
nonexistent owner is a valid 0-hit query.

Tests cover username/email lookup, case-insensitivity, unknown user,
`owner:me` for an authenticated user, anonymous `owner:me` → 400, the
superuser non-inflation guarantee, and combination with other operators.

OpenAPI help text and the frontend operator popover updated.
Real users encounter the dandiset list with owners shown by display
name (e.g. "Super User"), not by username. Searching that string was
returning 0 because the lookup only matched username/email.

Now matches case-insensitively against username, email, first_name,
last_name, OR "first_name last_name" — so owner:"Super User" works
the same as owner:ben.dichter@gmail.com.

Multiple users may match (e.g. shared last name); we union dandisets
owned by any of them via a direct DandisetUserObjectPermission query.
Updated OpenAPI help text and the frontend popover example to
`owner:"Jane Doe"` so users discover the new shape.
Round-2 review feedback on dandi#2821:

- @yarikoptic flagged that owner:me silently shadows a real user named "Me".
  Fix: distinguish quoted vs unquoted at the parser level. Unquoted
  owner:me → magic alias for the requesting user. Quoted owner:"me" →
  literal lookup (matches a user whose first/last name is "Me"). Same
  pattern lets owner:"Me Someoneyou" reach the literal full-name match
  while keeping the convenient owner:me shortcut.

  Implementation: ParsedSearch.operators is now a list of `Operator`
  dataclasses (key, value, quoted) instead of bare tuples. Filters
  consume the new shape and the owner filter switches on the quoted
  flag.

- Replaced personal email (ben.dichter@gmail.com) in the full-name test
  fixture with a generic example user.

- Consolidated 10 small owner-tests into 3 denser ones that share setup
  per @yarikoptic's "make each test matter more" feedback. Coverage is
  unchanged (every documented lookup path is asserted; cross-key AND
  with another operator; multi-user union via shared last name; unknown
  user → 0; superuser non-inflation; owner:me magic; owner:"me"
  literal-escape; anonymous owner:me → 400). DB setup runs ~3x instead
  of ~10x.

Updated OpenAPI help text and the search popover to mention the
owner:me alias and the quoted-escape.
The unquoted owner:me → current-user shortcut required threading a
`quoted` flag through the parser and a `request_user` arg through the
filter dispatch — non-trivial machinery to support one alias.

Per dandi#2822 review discussion, removing it from this PR keeps the owner
operator focused on literal lookup-by-value (username / email / first /
last / "first last") and avoids the design debate about the right escape
mechanism for "I literally want a user named Me." The alias can come
back in a focused follow-up PR if/when there's appetite for it.

Concrete drops:
- owner:me magic + 400-on-anonymous in `_apply_owner_filter`
- `Operator.quoted` field on the parser dataclass
- `quoted` and `request_user` parameters on `_apply_owner_filter`
- `get_owned_dandisets` import (no longer used here)
- `test_advanced_search_owner_me_magic_and_literal_escape` test
- The two `owner-me-quoted` / `owner-me-unquoted` parser test cases
- "owner:me" mentions in OpenAPI help text and the popover entry
…okup

29 new operators total: catch-all `contributor:` plus one per dandi-schema
RoleType (`author`, `data_curator`, `funder`, `contact_person`, etc.).
Independent-operator semantics — `author:Doe funder:NIH` returns
dandisets where SOME contributor has Doe-as-Author AND SOME contributor
(possibly different) has NIH-as-Funder. Each role-specific operator
constrains a single contributor[] element to have BOTH the name match
AND the role.

Implementation:
- A single `_CONTRIBUTOR_ROLE_OPS` dict drives both the parser allowlist
  and the filter dispatch; adding a future role is one new entry.
- `_contributor_jsonpath()` builds a Postgres jsonb_path_exists predicate
  that ORs across `name`, `email`, AND `identifier` (so ORCID for Persons
  and ROR URL for Organizations both work, including bare-ID substring
  forms like `01cwqze88` matching the full ROR URL).
- All contributor operators in a single query AND on the same Version's
  metadata so a draft + published version with disjoint contributor lists
  never combine into a spurious match.

Why 29 separate operators rather than a `contributor: + role:` pair:
independent operators compose cleanly (cross-key AND falls out
naturally; no ambiguity about which role applies to which contributor
when there are multiple). Same precedent as Gmail's `from:`/`to:`/`cc:`.
The 28 role names come straight from `dandischema.RoleType`.

Test: one consolidated test covers catch-all + role-specific lookup,
case-insensitivity, identifier (ORCID + ROR + bare-ID substring),
role-substring matching `dcite:`-prefixed stored values, role + ORCID
composition (positive and negative), and independent cross-role AND.
Plus a separate test for the typo → 400-with-suggestion path.
Anonymous test fixtures use generic Doe placeholders, no real names.

OpenAPI help text and the search popover updated.
The previous commit treated `affiliation:` as a role-name match (looking
for `dcite:Affiliation` in `contributor[].roleName`), but real DANDI data
never uses that role; affiliations live in a separate nested field
`contributor[].affiliation[]`. The operator silently returned 0 hits
despite plenty of (e.g.) Stanford-affiliated contributors.

Fix: route `affiliation:` through a dedicated jsonpath that scans
`$.contributor[*].affiliation[*]` and matches against the affiliation's
`name` OR `identifier` (case-insensitive substring). So:

  affiliation:Stanford                    → matches Stanford University
  affiliation:"University College London"  → quoted multi-word
  affiliation:00f54p054                    → matches via ROR ID substring

Composes with role/contributor operators on the same Version, same as
the other contributor-style operators (independent-operator AND).

Also refactored `_apply_contributor_filters` to accept a list of
(where, params) pairs rather than (value, role) — cleaner since both
the role-based and affiliation operators now share the same dispatch.
Per review: `other:` would be a thin surface for "uncategorized
contributors" — not a useful filter — and `ethics_approval:` isn't a
contributor-style role users would search by. Removing them tightens
the operator vocabulary to the 25 substantive RoleType values + the
contributor catch-all + affiliation.
Two structural improvements + one product trim, in response to the
review on dandi#2822:

1. New `dandiapi/api/services/search/operators.py` (pure Python, no
   Django) holds every operator-vocabulary constant: DATE_OPS,
   ASSET_OPS, OWNER_OPS, AFFILIATION_OPS, CONTRIBUTOR_ROLE_OPS,
   FILE_TYPE_ALIASES, ASSET_NAME_PATH_OPS, AFFILIATION_JSONPATH.
   OPERATOR_KEYS is now the union of those tables — single source of
   truth, no more duplication between parser.py (allowlist) and
   filters.py (dispatch). Adding a new operator is one entry; the
   parser automatically knows about it.

2. Trim the role-restricting shortcuts from 25 to 9. After review
   discussion: most RoleType values aren't operators users actually
   reach for (`conceptualization:`, `methodology:`, `validation:`,
   `visualization:`, etc.). Kept the ones that map to common search
   intents:

     contributor (catch-all), author, contact_person, data_collector,
     data_curator, data_manager, maintainer, project_lead, funder,
     sponsor

   The catch-all `contributor:` still matches anyone in any role; only
   the role-restricting shortcuts are pruned. `project_lead:` is
   intentionally shorter than the schema name `ProjectLeader`.

3. Shrank the verbose docstrings on private filter helpers (the rationale
   stays in commit messages, not as documentation rot on internal API).

4. Added test_contributor_role_ops_match_actual_dandischema_roletype as
   a drift guard: every non-catch-all CONTRIBUTOR_ROLE_OPS value must be
   a real RoleType.name. Renames or removals on the schema side trip
   the test, forcing an explicit decision instead of silently changing
   public search syntax.

OpenAPI help text and the search popover updated to reflect the trimmed
list (`project_lead`, `data_collector`, `data_manager`, `sponsor` now
shown; the misleading "many more" tail removed).
- Variable renames: ds_baker_curator → ds_doe_curator,
  ds_baker_author_only → ds_doe_author_only (the test data was already
  Doe; only the variable names still carried the old name).
- One stale query string `AUTHOR:baker` updated to `AUTHOR:doe`.
- One fixture email field `'jane.doe.com'` (broken: no @) restored to
  `'jane.doe@example.com'` — leftover from the earlier perl rename
  that stripped @example out.
Per dandi#2822 review discussion: the old semantics required all asset
operators to be satisfied by a SINGLE asset, which meant
`species:mouse species:rat` only matched dandisets with a multi-species
recording (rare). The natural user reading is "the dandiset has mouse
data AND has rat data" — those can be on different assets, and that's
the common case for comparative-species dandisets.

Implementation: each asset operator now builds an independent
AssetSearch subquery and the dandiset queryset is filtered with
`id__in=...` per operator. Django generates one subquery per operator
and AND's them at the dandiset level.

Cross-key likewise: `species:mouse approach:electrophysiological` now
matches any dandiset that has SOME mouse asset AND SOME ephys asset,
not just dandisets with a mouse-ephys asset.

Tests updated:
- `test_advanced_search_repeated_same_key_operator_combines_with_and`
  is now `..._combines_at_dandiset_level`, with a new fixture that has
  two separate assets (one mouse, one rat) to actually exercise the
  cross-asset case the old semantic excluded.
- `test_advanced_search_repeated_asset_operators_intersect` is now
  `test_advanced_search_asset_operators_combine_at_dandiset_level`,
  with a similar two-assets-split fixture that demonstrates the new
  inclusive behavior.

Contributor / affiliation semantics unchanged — those still AND on
the same Version's metadata (since contributors live per-version, not
per-asset). Within that single version, predicates can match different
contributor[] entries.
Postgres jsonpath quirk: `like_regex` requires its pattern to be a
STRING LITERAL inside the jsonpath text — not a `$variable`. The
contributor + affiliation builders I wrote tried to use the `vars`
argument of `jsonb_path_exists` for the regex pattern, which Postgres
rejects with `syntax error at or near "$val" of jsonpath input`.

(The asset operators avoid this by concatenating `to_jsonb(?::text)::text`
into the jsonpath at SQL execution time — the regex pattern ends up as
a properly-quoted JSON string literal in the path. The user value is
still bound as a parameter, never inlined into the SQL.)

Refactor: applied the same SQL-time concatenation trick to the contributor
+ affiliation builders. Three new helpers — `_contributor_where`,
`_affiliation_where`, and a shared `_LIKE_REGEX_PATTERN` constant — replace
the old `_contributor_role_jsonpath` + `_build_jsonpath_where` pair that
relied on the broken `vars` mechanism. Removed the unused
`AFFILIATION_JSONPATH` constant from operators.py and dropped the
`json` import from filters.py since we no longer marshal `vars` objects.

Net behavior unchanged; the failing CI tests should pass now.
CI surfaced an assertion that AUTHOR:doe should match the same set as
author:doe. The old _TOKEN_RE / _BARE_OP_RE only accepted lowercase
operator keys, so uppercase tokens fell through to free text and
returned 0 results.

Accept either case in the regex and lowercase the captured key before
validation/dispatch. Matches user expectations (GitHub's search
operators are case-insensitive on the key side too).
Co-authored-by: Isaac To <candleindark@users.noreply.github.com>
Per @candleindark's review: a contributor can be an Organization as well
as a Person, and the affiliation jsonpath (which traverses
`contributor[*].affiliation[*]`) should walk past Organizations
(which have no `affiliation` field of their own) without exploding.

Added Organization contributors to both `ds_stanford` and `ds_ucl`:
NIH as a Funder on ds_stanford and Wellcome Trust as a Funder on
ds_ucl. The new assertions confirm:

- `affiliation:Stanford` (and the other affiliation queries) keep
  working with mixed Person/Organization contributors.
- The Organization's own `identifier` is NOT matched by `affiliation:`
  (it's not an affiliation; the test pins this).
- Cross-key with `funder:NIH affiliation:Stanford` works — different
  contributor elements on the same Version.

Also: used `National Institutes of Health (NIH)` for the org name so
the `funder:NIH` substring test actually matches (the abbreviation
isn't part of the spelled-out form alone). Realistic — DANDI
contributors often use this parenthetical form.
`num_subjects:N` matches dandisets whose
`assetsSummary.numberOfSubjects` is at least N. The threshold reads as
"studies with ≥N subjects", which is the search intent users actually
have (an upper bound is rarely useful and isn't worth the syntax cost).

A `num_sessions:` operator was considered but is intentionally NOT
included: dandischema's `AssetsSummary` does not aggregate sessions,
and assets carry no `sessionId` field from which to derive a count.
Adding it would require upstream schema work.

Implementation:
- `COUNT_OPS` dispatch table in `operators.py` maps op → jsonpath into
  `Version.metadata`; adding any of `num_files`, `num_bytes`,
  `num_samples`, `num_cells` is a one-line entry.
- `_apply_count_filter` builds a `jsonb_path_exists(metadata, ...)`
  predicate. The integer is bound via the jsonpath `vars` parameter
  (not inlined into SQL or jsonpath text), so the value is
  injection-safe. Versions whose metadata lacks the count field never
  match — the jsonpath `?` filter drops missing/null/non-numeric
  values naturally.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@bendichter
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bendichter commented Jun 1, 2026

Some considerations here:

GitHub uses comparison operators, e.g. "comments:>10" example

Also in GitHub, you can express a range with "comments:10..100"

I opted not to use that here, and just have all queries be ≥. So for example: subjects:2 means that a dandiset as 2 or more subjects. The justification is I think a query that uses < would be pretty uncommon (why would they want a dandiset that has fewer than 50 subjects?). It could be useful for analytics of the available data, but I don't think it would be used often for finding a dataset. I could be wrong and I could be convinced to change this. It's just a more complex parser.

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