fix(knowledge): document tag filter matches case-insensitively and by calendar day

The Knowledge Base document list applied tag filters with case-sensitive text
equality and compared date tags against a midnight-UTC timestamp, so text
filters missed on any casing difference and date eq never matched a stored
timestamp — both silently returned empty results.

Align the document-list filter with the knowledge search filter semantics:
text eq/neq are now case-insensitive (LOWER) and date comparisons run on the
calendar day (::date). Extract the predicate builder into its own
single-responsibility module with unit coverage, and tidy the filter popover's
secondary labels to the caption text size for chip-design consistency.

Author: waleedlatif1

apps/sim/app/api/knowledge/[id]/documents/route.ts

@@ -23,8 +23,8 @@ import {
   getProcessingConfig,
   KnowledgeBaseFileOwnershipError,
   processDocumentsWithQueue,
-  type TagFilterCondition,
 } from '@/lib/knowledge/documents/service'
+import type { TagFilterCondition } from '@/lib/knowledge/documents/tag-filter'
 import { captureServerEvent } from '@/lib/posthog/server'
 import { checkKnowledgeBaseAccess, checkKnowledgeBaseWriteAccess } from '@/app/api/knowledge/utils'
 

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/base.tsx

@@ -926,7 +926,7 @@ export function KnowledgeBase({
                   setSelectedDocuments(new Set())
                   setIsSelectAllMode(false)
                 }}
-                className='-mr-1 h-auto px-1 py-0.5 text-[var(--text-muted)] text-xs hover-hover:text-[var(--text-secondary)]'
+                className='-mr-1 h-auto px-1 py-0.5 text-[var(--text-muted)] text-caption hover-hover:text-[var(--text-secondary)]'
               >
                 Clear
               </Button>
@@ -1499,7 +1499,7 @@ function TagFilterValueControl({ entry, onChange }: TagFilterValueControlProps)
             fullWidth
             flush
           />
-          <span className='flex-shrink-0 text-[var(--text-muted)] text-xs'>to</span>
+          <span className='flex-shrink-0 text-[var(--text-muted)] text-caption'>to</span>
           <ChipDatePicker
             value={entry.valueTo || undefined}
             onChange={(value) => onChange({ valueTo: value })}
@@ -1530,7 +1530,7 @@ function TagFilterValueControl({ entry, onChange }: TagFilterValueControlProps)
           onChange={(event) => onChange({ value: event.target.value })}
           placeholder='From'
         />
-        <span className='flex-shrink-0 text-[var(--text-muted)] text-xs'>to</span>
+        <span className='flex-shrink-0 text-[var(--text-muted)] text-caption'>to</span>
         <ChipInput
           value={entry.valueTo}
           onChange={(event) => onChange({ valueTo: event.target.value })}
@@ -1625,7 +1625,7 @@ function TagFilterSection({ tagDefinitions, entries, onChange }: TagFilterSectio
         {activeCount > 0 && (
           <Button
             variant='ghost'
-            className='-mr-1 h-auto px-1 py-0.5 text-[var(--text-muted)] text-xs hover-hover:text-[var(--text-secondary)]'
+            className='-mr-1 h-auto px-1 py-0.5 text-[var(--text-muted)] text-caption hover-hover:text-[var(--text-secondary)]'
             onClick={() => onChange([])}
           >
             Clear all
@@ -1648,7 +1648,7 @@ function TagFilterSection({ tagDefinitions, entries, onChange }: TagFilterSectio
             <div key={entry.id} className='flex flex-col gap-2'>
               {index > 0 && (
                 <div className='flex items-center gap-2'>
-                  <span className='shrink-0 text-[var(--text-muted)] text-xs leading-none'>
+                  <span className='shrink-0 text-[var(--text-muted)] text-caption leading-none'>
                     and
                   </span>
                   <div className='h-px flex-1 bg-[var(--border-1)]' />

apps/sim/lib/knowledge/documents/service.ts

@@ -12,22 +12,7 @@ import { sha256Hex } from '@sim/security/hash'
 import { getErrorMessage, toError } from '@sim/utils/errors'
 import { generateId } from '@sim/utils/id'
 import { tasks } from '@trigger.dev/sdk'
-import {
-  and,
-  asc,
-  desc,
-  eq,
-  gt,
-  gte,
-  inArray,
-  isNotNull,
-  isNull,
-  lt,
-  lte,
-  ne,
-  type SQL,
-  sql,
-} from 'drizzle-orm'
+import { and, asc, desc, eq, inArray, isNotNull, isNull, type SQL, sql } from 'drizzle-orm'
 import { checkActorUsageLimits } from '@/lib/billing/calculations/usage-monitor'
 import { recordUsage } from '@/lib/billing/core/usage-log'
 import { checkAndBillOverageThreshold } from '@/lib/billing/threshold-billing'
@@ -36,6 +21,10 @@ import { resolveTriggerRegion } from '@/lib/core/async-jobs/region'
 import { env, envNumber } from '@/lib/core/config/env'
 import { getCostMultiplier, isTriggerDevEnabled } from '@/lib/core/config/env-flags'
 import { processDocument } from '@/lib/knowledge/documents/document-processor'
+import {
+  buildTagFilterCondition,
+  type TagFilterCondition,
+} from '@/lib/knowledge/documents/tag-filter'
 import type { DocumentSortField, SortOrder } from '@/lib/knowledge/documents/types'
 import { getEmbeddingModelInfo } from '@/lib/knowledge/embedding-models'
 import { generateEmbeddings } from '@/lib/knowledge/embeddings'
@@ -997,145 +986,6 @@ export async function createDocumentRecords(
   })
 }
 
-export interface TagFilterCondition {
-  tagSlot: string
-  fieldType: 'text' | 'number' | 'date' | 'boolean'
-  operator: string
-  value: unknown
-  valueTo?: unknown
-}
-
-const ALLOWED_TAG_SLOTS = new Set([
-  'tag1',
-  'tag2',
-  'tag3',
-  'tag4',
-  'tag5',
-  'tag6',
-  'tag7',
-  'number1',
-  'number2',
-  'number3',
-  'number4',
-  'number5',
-  'date1',
-  'date2',
-  'boolean1',
-  'boolean2',
-  'boolean3',
-])
-
-function escapeLikePattern(s: string): string {
-  return s.replace(/\\/g, '\\\\').replace(/%/g, '\\%').replace(/_/g, '\\_')
-}
-
-function buildTagFilterCondition(filter: TagFilterCondition): SQL | undefined {
-  if (!ALLOWED_TAG_SLOTS.has(filter.tagSlot)) return undefined
-
-  const col = document[filter.tagSlot as keyof typeof document]
-
-  if (filter.fieldType === 'text') {
-    const v = String(filter.value ?? '')
-    switch (filter.operator) {
-      case 'eq':
-        return eq(col as typeof document.tag1, v)
-      case 'neq':
-        return ne(col as typeof document.tag1, v)
-      case 'contains': {
-        const escaped = escapeLikePattern(v)
-        return sql`LOWER(${col}) LIKE LOWER(${`%${escaped}%`}) ESCAPE '\\'`
-      }
-      case 'not_contains': {
-        const escaped = escapeLikePattern(v)
-        return sql`LOWER(${col}) NOT LIKE LOWER(${`%${escaped}%`}) ESCAPE '\\'`
-      }
-      case 'starts_with': {
-        const escaped = escapeLikePattern(v)
-        return sql`LOWER(${col}) LIKE LOWER(${`${escaped}%`}) ESCAPE '\\'`
-      }
-      case 'ends_with': {
-        const escaped = escapeLikePattern(v)
-        return sql`LOWER(${col}) LIKE LOWER(${`%${escaped}`}) ESCAPE '\\'`
-      }
-      default:
-        return undefined
-    }
-  }
-
-  if (filter.fieldType === 'number') {
-    const num = Number(filter.value)
-    if (Number.isNaN(num)) return undefined
-    switch (filter.operator) {
-      case 'eq':
-        return eq(col as typeof document.number1, num)
-      case 'neq':
-        return ne(col as typeof document.number1, num)
-      case 'gt':
-        return gt(col as typeof document.number1, num)
-      case 'gte':
-        return gte(col as typeof document.number1, num)
-      case 'lt':
-        return lt(col as typeof document.number1, num)
-      case 'lte':
-        return lte(col as typeof document.number1, num)
-      case 'between': {
-        const numTo = Number(filter.valueTo)
-        if (Number.isNaN(numTo)) return undefined
-        return and(
-          gte(col as typeof document.number1, num),
-          lte(col as typeof document.number1, numTo)
-        )
-      }
-      default:
-        return undefined
-    }
-  }
-
-  if (filter.fieldType === 'date') {
-    const v = String(filter.value ?? '')
-    switch (filter.operator) {
-      case 'eq':
-        return eq(col as typeof document.date1, new Date(v))
-      case 'neq':
-        return ne(col as typeof document.date1, new Date(v))
-      case 'gt':
-        return gt(col as typeof document.date1, new Date(v))
-      case 'gte':
-        return gte(col as typeof document.date1, new Date(v))
-      case 'lt':
-        return lt(col as typeof document.date1, new Date(v))
-      case 'lte':
-        return lte(col as typeof document.date1, new Date(v))
-      case 'between': {
-        if (!filter.valueTo) return undefined
-        const valueTo = String(filter.valueTo)
-        return and(
-          gte(col as typeof document.date1, new Date(v)),
-          lte(col as typeof document.date1, new Date(valueTo))
-        )
-      }
-      default:
-        return undefined
-    }
-  }
-
-  if (filter.fieldType === 'boolean') {
-    const boolVal =
-      typeof filter.value === 'boolean' ? filter.value : parseBooleanValue(String(filter.value))
-    if (boolVal === null) return undefined
-    switch (filter.operator) {
-      case 'eq':
-        return eq(col as typeof document.boolean1, boolVal)
-      case 'neq':
-        return ne(col as typeof document.boolean1, boolVal)
-      default:
-        return undefined
-    }
-  }
-
-  return undefined
-}
-
 export async function getDocuments(
   knowledgeBaseId: string,
   options: {