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<div class="document" id="improved-name-search">
<h1 class="title">Improved Name Search</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-tools/tree/11.0/base_name_search_improved"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-11-0/server-tools-11-0-base_name_search_improved"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/149/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Extends the name search feature to use additional, more relaxed
matching methods, and to allow searching into configurable additional
record fields.</p>
<p>The name search is the lookup feature to select a related record.
For example, selecting a Customer on a new Sales order.</p>
<p>For example, typing “john brown” doesn’t match “John M. Brown”.
The relaxed search also looks up for records containing all the words,
so “John M. Brown” would be a match.
It also tolerates words in a different order, so searching
for “brown john” also works.</p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image0.png" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image0.png" />
</div>
<p>Additionally, an Administrator can configure other fields to also lookup into.
For example, Customers could be additionally searched by City or Phone number.</p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image2.png" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image2.png" />
</div>
<p>How it works:</p>
<p>Regular name search is performed, and the additional search logic is only
triggered if not enough results are found.
This way, no overhead is added on searches that would normally yield results.</p>
<p>But if not enough results are found, then additional search methods are tried.
The specific methods used are:</p>
<ul class="simple">
<li>Try regular search on each of the additional fields</li>
<li>Try ordered word search on each of the search fields</li>
<li>Try unordered word search on each of the search fields</li>
</ul>
<p>All results found are presented in that order,
hopefully presenting them in order of relevance.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>The fuzzy search is automatically enabled on all Models.
Note that this only affects typing in related fields.
The regular <tt class="docutils literal">search()</tt>, used in the top right search box, is not affected.</p>
<p>Additional search fields can be configured at Settings &gt; Technical &gt; Database &gt; Models,
using the “Name Search Fields” field.</p>
<div class="figure">
<img alt="Name Search Fields" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image1.png" style="width: 600px;" />
</div>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<p>Just type into any related field, such as Customer on a Sale Order.</p>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Also use fuzzy search, such as the Levenshtein distance:
<a class="reference external" href="https://www.postgresql.org/docs/9.5/static/fuzzystrmatch.html">https://www.postgresql.org/docs/9.5/static/fuzzystrmatch.html</a></li>
<li>The list of additional fields to search could benefit from caching, for efficiency.</li>
<li>This feature could also be implemented for regular <tt class="docutils literal">search</tt> on the <tt class="docutils literal">name</tt> field.</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/server-tools/issues/new?body=module:%20base_name_search_improved%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
<ul class="simple">
<li>Daniel Reis</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
<ul class="simple">
<li>Daniel Reis &lt;<a class="reference external" href="https://github.com/dreispt">https://github.com/dreispt</a>&gt;</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#id8">Other credits</a></h2>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Odoo Community Association</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/11.0/base_name_search_improved">OCA/server-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
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