Person page: server-side search; stop loading the whole tree

The person page fetched the entire tree on every open — all persons (to build a
name map + power the relative pickers) and all events (to find partnership
events). On a 2k-person tree that's a ~230KB person list + ~600KB event list per
view. Now it loads only what the page shows:

Frontend:
- The relationship & spouse pickers use the backend's fuzzy pg_trgm search
  (debounced, typo-tolerant) instead of substring-filtering a preloaded array —
  better search, and no need to preload every person. PersonCombobox gained an
  `onSearch` server mode (client `people` mode still works).
- The page drops the all-persons and all-events fetches; it resolves just this
  person's relatives' names via GET /persons?ids=..., and reads partnership
  events from the per-person events endpoint.

Backend:
- GET /trees/{id}/persons?ids=a,b,c — batch by id (privacy-filtered, names
  batched), for relative-name display.
- list_events_for_person (member path) now also returns the person's partnership
  events, so the page needn't scan every event in the tree.

Adversarial review (frontend logic + backend/privacy) found no issues. Suite 105
passing.

Signed-off-by: Justin Paul <justin@jpaul.me>

backend/app/api/v1/persons.py

@@ -1,6 +1,6 @@
 import uuid
 
-from fastapi import APIRouter, status
+from fastapi import APIRouter, HTTPException, status
 
 from app.api.deps import CurrentUser, SessionDep
 from app.schemas.person import PersonCreate, PersonRead, PersonUpdate
@@ -41,9 +41,18 @@ async def list_persons(
     current: CurrentUser,
     deleted: bool = False,
     q: str | None = None,
+    ids: str | None = None,
 ) -> list[PersonRead]:
     tree = await tree_service.get_tree(session, viewer_id=current.id, tree_id=tree_id)
-    if q:
+    if ids is not None:
+        try:
+            id_list = [uuid.UUID(x) for x in ids.split(",") if x.strip()]
+        except ValueError as exc:
+            raise HTTPException(status.HTTP_422_UNPROCESSABLE_ENTITY, "invalid ids") from exc
+        persons = await person_service.list_persons_by_ids(
+            session, viewer_id=current.id, tree=tree, ids=id_list
+        )
+    elif q:
         persons = await person_service.search_persons(
             session, viewer_id=current.id, tree=tree, query=q
         )

backend/app/services/event_service.py

@@ -4,9 +4,10 @@ engine. Every event has exactly one subject — a Person or a partnership."""
 import uuid
 from datetime import date
 
-from sqlalchemy import select
+from sqlalchemy import or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.models.enums import RelationshipType
 from app.models.event import Event
 from app.models.person import Person
 from app.models.place import Place
@@ -124,12 +125,30 @@ async def list_events_for_person(
         return await public_view_service.list_public_person_events(
             session, viewer_id=viewer_id, tree=tree, person_id=person_id
         )
+    # Member view: this person's own events PLUS their partnership events (which
+    # live on the relationship and show on both partners). Returning both here
+    # means the person page doesn't have to load every event in the tree.
+    partner_rel_ids = (
+        select(Relationship.id)
+        .where(
+            Relationship.tree_id == tree.id,
+            Relationship.type == RelationshipType.partnership,
+            Relationship.deleted_at.is_(None),
+            or_(
+                Relationship.person_from_id == person_id,
+                Relationship.person_to_id == person_id,
+            ),
+        )
+    )
     stmt = (
         select(Event)
         .where(
             Event.tree_id == tree.id,
-            Event.person_id == person_id,
             Event.deleted_at.is_(None),
+            or_(
+                Event.person_id == person_id,
+                Event.relationship_id.in_(partner_rel_ids),
+            ),
         )
         .order_by(Event.date_start.nulls_last(), Event.created_at)
     )

backend/app/services/person_service.py

@@ -404,6 +404,47 @@ async def list_persons(
     return visible
 
 
+async def list_persons_by_ids(
+    session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, ids: list[uuid.UUID]
+) -> list[Person]:
+    """Just the named persons (privacy-filtered, names batched). Lets a page show
+    the names of someone's relatives without loading the whole tree."""
+    role = await privacy.get_membership_role(session, viewer_id, tree.id)
+    if role is None and not await privacy.can_view_tree(session, user_id=viewer_id, tree=tree):
+        raise Forbidden("not permitted to view this tree")
+    if not ids:
+        return []
+    persons = list(
+        (
+            await session.execute(
+                select(Person).where(
+                    Person.id.in_(ids),
+                    Person.tree_id == tree.id,
+                    Person.deleted_at.is_(None),
+                )
+            )
+        ).scalars().all()
+    )
+    if role is not None:
+        await _attach_primary_names(session, persons)
+        return persons
+    visible: list[Person] = []
+    full: list[Person] = []
+    for person in persons:
+        vis = await privacy.person_visibility(
+            session, user_id=viewer_id, tree=tree, person=person
+        )
+        if vis == Visibility.hidden:
+            continue
+        if vis == Visibility.redacted:
+            _redact(person)
+        else:
+            full.append(person)
+        visible.append(person)
+    await _attach_primary_names(session, full)
+    return visible
+
+
 async def search_persons(
     session: AsyncSession, *, viewer_id: uuid.UUID, tree: Tree, query: str, limit: int = 50
 ) -> list[Person]:

backend/tests/test_person_page_fetch.py

@@ -0,0 +1,60 @@
+"""Backing the trimmed person-page fetch: batch persons by id (for relative-name
+display) and partnership events on the per-person events endpoint (so the page
+doesn't load every event in the tree)."""
+
+from tests.conftest import auth, register
+
+
+async def _tree(client, h):
+    return (await client.post("/api/v1/trees", json={"name": "T"}, headers=h)).json()["id"]
+
+
+async def test_list_persons_by_ids(client):
+    h = auth(await register(client, "ids@ex.com"))
+    tid = await _tree(client, h)
+    a = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Aaa"}, headers=h)).json()["id"]
+    b = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Bbb"}, headers=h)).json()["id"]
+    c = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "Ccc"}, headers=h)).json()["id"]
+
+    r = await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": f"{a},{c}"}, headers=h)
+    assert r.status_code == 200
+    assert {p["id"] for p in r.json()} == {a, c}  # only the requested, not b
+    assert all(p["primary_name"] for p in r.json())  # names resolved
+
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": "nope"}, headers=h)
+    ).status_code == 422
+    assert (
+        await client.get(f"/api/v1/trees/{tid}/persons", params={"ids": ""}, headers=h)
+    ).json() == []
+
+
+async def test_person_events_include_partnership(client):
+    h = auth(await register(client, "pev@ex.com"))
+    tid = await _tree(client, h)
+    p1 = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "P1"}, headers=h)).json()["id"]
+    p2 = (await client.post(f"/api/v1/trees/{tid}/persons", json={"given": "P2"}, headers=h)).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "birth", "person_id": p1, "date_value": "1900"},
+        headers=h,
+    )
+    rel = (
+        await client.post(
+            f"/api/v1/trees/{tid}/relationships",
+            json={"type": "partnership", "person_from_id": p1, "person_to_id": p2},
+            headers=h,
+        )
+    ).json()["id"]
+    await client.post(
+        f"/api/v1/trees/{tid}/events",
+        json={"event_type": "marriage", "relationship_id": rel, "date_value": "1925"},
+        headers=h,
+    )
+
+    # P1's events: own birth + the partnership marriage, in one call.
+    e1 = {e["event_type"] for e in (await client.get(f"/api/v1/trees/{tid}/persons/{p1}/events", headers=h)).json()}
+    assert {"birth", "marriage"} <= e1
+    # The marriage shows on BOTH partners' pages.
+    e2 = {e["event_type"] for e in (await client.get(f"/api/v1/trees/{tid}/persons/{p2}/events", headers=h)).json()}
+    assert "marriage" in e2

frontend/app/trees/[id]/persons/[personId]/page.tsx

@@ -135,7 +135,6 @@ export default function PersonDetailPage() {
   const [evType, setEvType] = useState("birth");
   const [evTypeOther, setEvTypeOther] = useState("");
   const [evSpouse, setEvSpouse] = useState(""); // partner for a partnership event
-  const [allEvents, setAllEvents] = useState<Event[]>([]); // tree-wide, for partnership events
   const [dateQual, setDateQual] = useState("exact");
   const [dateDay, setDateDay] = useState("");
   const [dateMonth, setDateMonth] = useState("");
@@ -189,8 +188,9 @@ export default function PersonDetailPage() {
       return;
     }
     setPerson(p.data ?? null);
-    const [all, nm, mine, tr, ev, rl, src, cit, evAll, med] = await Promise.all([
-      api.GET("/api/v1/trees/{tree_id}/persons", { params: { path: { tree_id: treeId } } }),
+    // Person-scoped fetches only — the page no longer pulls the whole tree.
+    // /persons/{id}/events now includes this person's partnership events too.
+    const [nm, mine, tr, ev, rl, src, cit, med] = await Promise.all([
       api.GET("/api/v1/trees/{tree_id}/persons/{person_id}/names", {
         params: { path: { tree_id: treeId, person_id: personId } },
       }),
@@ -204,22 +204,49 @@ export default function PersonDetailPage() {
       }),
       api.GET("/api/v1/trees/{tree_id}/sources", { params: { path: { tree_id: treeId } } }),
       api.GET("/api/v1/trees/{tree_id}/citations", { params: { path: { tree_id: treeId } } }),
-      api.GET("/api/v1/trees/{tree_id}/events", { params: { path: { tree_id: treeId } } }),
       api.GET("/api/v1/trees/{tree_id}/media", { params: { path: { tree_id: treeId } } }),
     ]);
-    setPeople(all.data ?? []);
     setNames(nm.data ?? []);
     setMe(mine.data ?? null);
     setTree(tr.data ?? null);
     setEvents(ev.data ?? []);
-    setAllEvents(evAll.data ?? []);
     setMedia(med.data ?? []);
     setRels(rl.data ?? []);
     setSources(src.data ?? []);
     setCitations(cit.data ?? []);
+    // Resolve the names of just this person's relatives (for display), by id —
+    // not the whole tree. The relationship/spouse pickers search on demand.
+    const relList = rl.data ?? [];
+    const relatedIds = Array.from(
+      new Set(
+        relList
+          .flatMap((r) => [r.person_from_id, r.person_to_id])
+          .filter((id): id is string => !!id && id !== personId),
+      ),
+    );
+    if (relatedIds.length) {
+      const rel = await api.GET("/api/v1/trees/{tree_id}/persons", {
+        params: { path: { tree_id: treeId }, query: { ids: relatedIds.join(",") } },
+      });
+      setPeople(rel.data ?? []);
+    } else {
+      setPeople([]);
+    }
     setReady(true);
   }, [router, treeId, personId]);
 
+  // Server-side fuzzy search for the relative/spouse pickers — avoids loading
+  // every person just to search.
+  const searchPeople = useCallback(
+    async (query: string) => {
+      const r = await api.GET("/api/v1/trees/{tree_id}/persons", {
+        params: { path: { tree_id: treeId }, query: { q: query } },
+      });
+      return (r.data ?? []).filter((pp) => pp.id !== personId);
+    },
+    [treeId, personId],
+  );
+
   useEffect(() => {
     load();
   }, [load]);
@@ -233,7 +260,6 @@ export default function PersonDetailPage() {
     return (id: string) => m.get(id) ?? "source";
   }, [sources]);
 
-  const others = people.filter((p) => p.id !== personId);
   const parents = rels.filter((r) => r.type === "parent_child" && r.person_to_id === personId);
   const children = rels.filter((r) => r.type === "parent_child" && r.person_from_id === personId);
   const partners = rels.filter((r) => r.type === "partnership");
@@ -241,22 +267,18 @@ export default function PersonDetailPage() {
   const eventCites = (id: string) => citations.filter((c) => c.event_id === id);
   const personCites = citations.filter((c) => c.person_id === personId);
 
-  // Partnership events live on the relationship and show on both partners.
+  // Partnership events live on the relationship and show on both partners; the
+  // /persons/{id}/events endpoint now returns them alongside personal events.
   const myPartnerRels = rels.filter(
     (r) => r.type === "partnership" && (r.person_from_id === personId || r.person_to_id === personId),
   );
-  const myPartnerRelIds = new Set(myPartnerRels.map((r) => r.id));
-  const relEvents = allEvents.filter(
-    (e) => e.relationship_id && myPartnerRelIds.has(e.relationship_id),
-  );
   const spouseOfRelEvent = (relId: string | null | undefined) => {
     const r = myPartnerRels.find((x) => x.id === relId);
     if (!r) return null;
     return r.person_from_id === personId ? r.person_to_id : r.person_from_id;
   };
   const isPartnershipType = (t: string) => PARTNERSHIP_EVENTS.includes(t);
-  // Personal events + this person's partnership events, shown together.
-  const shownEvents = [...events, ...relEvents];
+  const shownEvents = events;
 
   async function addEvent(e: React.FormEvent) {
     e.preventDefault();
@@ -1090,7 +1112,7 @@ export default function PersonDetailPage() {
               <label className="flex flex-col gap-1">
                 <span className="text-xs text-[var(--muted)]">Spouse / partner</span>
                 <PersonCombobox
-                  people={others}
+                  onSearch={searchPeople}
                   value={evSpouse}
                   onChange={setEvSpouse}
                   placeholder="Search for a spouse…"
@@ -1158,9 +1180,6 @@ export default function PersonDetailPage() {
             </div>
           )}
 
-          {others.length === 0 ? (
-            <p className="text-sm text-[var(--muted)]">Add more people to the tree to link them.</p>
-          ) : (
           <form onSubmit={addRel} className="flex flex-wrap items-center gap-2">
             <span className="text-sm text-[var(--muted)]">Add</span>
             <select className={fieldCls} value={relKind} onChange={(e) => setRelKind(e.target.value as typeof relKind)}>
@@ -1170,7 +1189,7 @@ export default function PersonDetailPage() {
               <option value="sibling">sibling</option>
             </select>
             <PersonCombobox
-                people={others}
+              onSearch={searchPeople}
               value={relOther}
               onChange={setRelOther}
               onCreate={createRelativeAndGo}
@@ -1187,7 +1206,6 @@ export default function PersonDetailPage() {
             )}
             <Button type="submit">Link</Button>
           </form>
-          )}
           {relErr && <p className="text-sm text-red-600">{relErr}</p>}
         </CardContent>
       </Card>

frontend/components/person-combobox.tsx

@@ -1,26 +1,30 @@
 "use client";
 
-import { useEffect, useMemo, useRef, useState } from "react";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 
 import type { components } from "@/lib/api/schema";
 
 type Person = components["schemas"]["PersonRead"];
 
 /**
- * A type-to-filter person picker. Shows a text input; as you type, a dropdown
- * of matching people appears. Selecting one sets `value` (a person id) and
- * fills the input with their name. Replaces a plain <select> when the list is
- * long enough that scanning it by hand is painful.
+ * A type-to-pick person picker. Two modes:
+ *   - client  (`people`):   filter a preloaded list in the browser.
+ *   - server  (`onSearch`): query the backend (debounced) as you type — the
+ *                           preferred mode for large trees, so the page doesn't
+ *                           have to preload every person just to search.
+ * Selecting one sets `value` (a person id) and fills the input with their name.
  */
 export function PersonCombobox({
   people,
+  onSearch,
   value,
   onChange,
   onCreate,
   placeholder = "Search for a person…",
   className,
 }: {
-  people: Person[];
+  people?: Person[];
+  onSearch?: (q: string) => Promise<Person[]>;
   value: string;
   onChange: (id: string) => void;
   /** When set, the dropdown offers a "Create '<typed name>'" action. */
@@ -30,21 +34,27 @@ export function PersonCombobox({
 }) {
   const [query, setQuery] = useState("");
   const [open, setOpen] = useState(false);
+  const [results, setResults] = useState<Person[]>([]);
+  const [loading, setLoading] = useState(false);
   const wrapRef = useRef<HTMLDivElement>(null);
+  // Names we've seen (from the list or search results), so a selected value
+  // keeps displaying its name even in server mode.
+  const known = useRef<Map<string, string>>(new Map());
 
-  const nameOf = useMemo(
-    () => new Map(people.map((p) => [p.id, p.primary_name ?? "Unnamed"])),
-    [people],
-  );
+  const remember = useCallback((ps: Person[] | undefined) => {
+    for (const p of ps ?? []) known.current.set(p.id, p.primary_name ?? "Unnamed");
+  }, []);
+  useEffect(() => {
+    remember(people);
+  }, [people, remember]);
+
+  const nameOf = useCallback((id: string) => known.current.get(id) ?? "", []);
 
   // Keep the input text in sync when the selection changes externally
   // (e.g. cleared to "" after a successful add).
   useEffect(() => {
-    if (!value) {
-      setQuery("");
-    } else if (!open) {
-      setQuery(nameOf.get(value) ?? "");
-    }
+    if (!value) setQuery("");
+    else if (!open) setQuery(nameOf(value));
   }, [value, open, nameOf]);
 
   // Close on outside click.
@@ -56,17 +66,48 @@ export function PersonCombobox({
     return () => document.removeEventListener("mousedown", onDoc);
   }, []);
 
+  // Server search, debounced. Stale responses are dropped via `cancelled`.
+  useEffect(() => {
+    if (!onSearch) return;
+    const q = query.trim();
+    if (!q) {
+      setResults([]);
+      setLoading(false);
+      return;
+    }
+    setLoading(true);
+    let cancelled = false;
+    const t = setTimeout(async () => {
+      try {
+        const r = await onSearch(q);
+        if (cancelled) return;
+        remember(r);
+        setResults(r);
+      } finally {
+        if (!cancelled) setLoading(false);
+      }
+    }, 160);
+    return () => {
+      cancelled = true;
+      clearTimeout(t);
+    };
+  }, [query, onSearch, remember]);
+
   const matches = useMemo(() => {
+    if (onSearch) return results.slice(0, 10);
     const q = query.trim().toLowerCase();
     const pool = q
-      ? people.filter((p) => (p.primary_name ?? "").toLowerCase().includes(q))
-      : people;
+      ? (people ?? []).filter((p) => (p.primary_name ?? "").toLowerCase().includes(q))
+      : (people ?? []);
     return pool.slice(0, 10);
-  }, [query, people]);
+  }, [query, results, people, onSearch]);
 
   const base =
     "h-9 w-56 rounded-md border border-[var(--border)] bg-[var(--surface)] px-2 text-sm placeholder:text-[var(--muted)] focus-visible:border-bronze focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-bronze/40";
 
+  const showDropdown =
+    open && (matches.length > 0 || loading || (onCreate && query.trim()));
+
   return (
     <div ref={wrapRef} className="relative">
       <input
@@ -80,8 +121,11 @@ export function PersonCombobox({
           if (value) onChange(""); // typing invalidates the prior pick
         }}
       />
-      {open && (matches.length > 0 || (onCreate && query.trim())) && (
+      {showDropdown && (
         <ul className="absolute z-30 mt-1 max-h-64 w-72 overflow-auto rounded-lg border border-[var(--border)] bg-[var(--surface)] shadow-lg">
+          {loading && matches.length === 0 && (
+            <li className="px-3 py-2 text-sm text-[var(--muted)]">Searching…</li>
+          )}
           {matches.map((p) => (
             <li key={p.id}>
               <button

frontend/lib/api/schema.d.ts

@@ -2719,6 +2719,7 @@ export interface operations {
             query?: {
                 deleted?: boolean;
                 q?: string | null;
+                ids?: string | null;
             };
             header?: never;
             path: {

frontend/openapi.json

@@ -851,6 +851,22 @@
               ],
               "title": "Q"
             }
+          },
+          {
+            "name": "ids",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "Ids"
+            }
           }
         ],
         "responses": {