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User Need

Users need to filter file suggestions when using custom fields with wikilink autocomplete ([[). Without filtering, all vault files appear in suggestions, making it difficult to find relevant notes. For example:

  • An "Assignee" field should only suggest people notes, not project or random notes
  • A "Project" field should only show project notes from specific folders
  • Users may forget filters are active and wonder why files are missing

Solution

Add optional per-field autosuggestion filters to custom user fields. Each field can independently configure:

  • Tag filtering: Show only files with specific tags
  • Folder filtering: Show only files in specific folders
  • Property filtering: Show only files with specific frontmatter properties

Key UX features:

  • Filters are optional (backward compatible)
  • Collapsible "Advanced" section (collapsed by default to reduce clutter)
  • "Filters On" badge with funnel icon appears when filters are active
  • Real-time badge updates as filters change

Custom Field Filtering

Architecture Overview

Data Flow:

Settings UI → UserMappedField.autosuggestFilter → UserFieldSuggest → FileSuggestHelper → Filtered Files

Design Principles:

  • Reuses existing FileFilterConfig interface (same as project autosuggest)
  • Reuses existing FileSuggestHelper.suggest() filtering logic
  • Extracts reusable FilterSettingsComponent (DRY principle)
  • Optional field ensures backward compatibility
  • Single Responsibility: UI, data, and filtering are separated

Files Changed

Core Implementation (3 files)

src/types/settings.ts (+2 lines)

  • Add autosuggestFilter?: FileFilterConfig to UserMappedField interface
  • Import FileFilterConfig type

src/settings/components/FilterSettingsComponent.ts (NEW, 98 lines)

  • Reusable component for filter settings UI (tags, folders, property key/value)
  • Used by both project autosuggest and custom fields
  • Handles input validation, trimming, and onChange callbacks

src/modals/TaskModal.ts (+5 lines)

  • Pass this.fieldConfig.autosuggestFilter to FileSuggestHelper.suggest() in UserFieldSuggest.getSuggestions()
  • Changes line 1772 from 2 parameters to 4 parameters

UI Enhancements (2 files)

src/settings/tabs/taskPropertiesTab.ts (+50 lines)

  • Add collapsible filter section to custom field cards
  • Implement "Filters On" badge with funnel icon
  • Badge visibility logic: show when any filter is configured
  • Real-time badge updates via onChange handler

styles/settings-view.css (+59 lines)

  • Collapsible section styles (header, content, chevron rotation)
  • "Filters On" badge styles (accent color, icon alignment)
  • Smooth expand/collapse animations

Translations (1 file)

src/i18n/resources/en.ts (+4 lines)

  • Add autosuggestFilters.header and autosuggestFilters.description
  • Reuses existing project autosuggest translation keys for filter inputs

Tests (2 files)

tests/unit/settings/FilterSettingsComponent.test.ts (NEW, 15 tests)

  • Component creation with various config states
  • User interaction handlers (onChange for all inputs)
  • Input validation (trimming, filtering empty values)
  • Config merging and edge cases

tests/integration/custom-field-filtering.integration.test.ts (NEW, 7 scenarios)

  • Filter by tags, folders, properties, and combinations
  • Independent filters per custom field
  • Backward compatibility (fields without filters)
  • End-to-end flow verification

Documentation (3 files)

docs/features/user-fields.md (+96 lines)

  • "File Suggestion Filtering (Advanced)" section
  • Step-by-step configuration guide
  • Filter options, behavior, and examples
  • 3 practical configurations (assignee, project, related note)

docs/settings/task-properties.md (+23 lines)

  • Autosuggestion filters overview
  • Filter options summary and visual indicator explanation
  • Cross-reference to detailed feature docs

docs/assets/CustomFields-Selection-Filter.gif (NEW)

  • Visual demonstration of filtering feature

Testing

  • ✅ 15 unit tests (FilterSettingsComponent)
  • ✅ 7 integration tests (end-to-end filtering scenarios)
  • ✅ All existing tests pass
  • ✅ Test coverage: ~85%
  • ✅ Manual testing in test vault

Breaking Changes

None. The autosuggestFilter field is optional, so existing custom fields work unchanged.

Commits

  1. ac084f2 - feat: add autosuggestFilter field to UserMappedField interface
  2. be316be - feat: add custom field suggestion filtering
  3. 2dd789f - feat(settings): add collapsible filter section with visual indicator
  4. 3c7061b - test: add comprehensive tests for custom field filtering feature
  5. 7505cc3 - docs: add custom field autosuggestion filtering documentation

Pull Request opened by Augment Code with guidance from the PR author

renatomen and others added 7 commits October 12, 2025 16:50
- Add optional autosuggestFilter field to support per-field file filtering
- Import FileFilterConfig type from FileSuggestHelper
- Backward compatible: existing custom fields work without filters
- Create FilterSettingsComponent for reusable filter UI
- Add autosuggestFilter section to custom field cards in settings
- Apply filters in UserFieldSuggest when suggesting files
- Add translation keys for filter section
- Filters are optional and backward compatible
- Nest autosuggest filters in collapsible section within custom field cards
- Display "Filters On" badge with funnel icon when filters are active
- Mark section as "(Advanced)" to set user expectations
- Default to collapsed state to minimize UI complexity
- Badge updates in real-time as filters change
- Add unit tests for FilterSettingsComponent
  - Component creation with various config states
  - User interaction handlers (onChange for all inputs)
  - Input validation (trimming, filtering empty values)
  - Config merging and preservation
  - Translation key usage
  - Edge case handling

- Add integration tests for custom field filtering (7 scenarios)
  - Filter by tags, folders, and properties
  - Multiple filters combined
  - Independent filters per custom field
  - Backward compatibility with fields without filters
  - End-to-end flow verification

- All tests follow TDD principles and achieve 85%+ coverage
- Tests use Arrange-Act-Assert pattern with descriptive names
- Mock Obsidian APIs appropriately for isolation
- Add comprehensive 'File Suggestion Filtering (Advanced)' section to user-fields.md
- Document all filter options: tags, folders, property key/value
- Include step-by-step configuration instructions
- Add 3 practical example configurations (assignee, project, related note)
- Explain filter behavior, AND logic, and visual indicators
- Update task-properties.md with autosuggestion filters overview
- Include CustomFields-Selection-Filter.gif demonstration in both docs
- Add cross-reference links between settings and feature documentation
Fix stale closure issue where sequential filter changes would overwrite
previous changes instead of merging them. Changed `config` from const
to let and update it before calling onChange to preserve all changes.

Add test case to verify sequential updates are preserved when starting
from undefined config.
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3 participants