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</head>
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<body>
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<div class="document" id="improved-name-search">
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<h1 class="title">Improved Name Search</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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>
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<p>Extends the name search feature to use additional, more relaxed
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matching methods, and to allow searching into configurable additional
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record fields.</p>
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<p>The name search is the lookup feature to select a related record.
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For example, selecting a Customer on a new Sales order.</p>
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<p>For example, typing “john brown” doesn’t match “John M. Brown”.
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The relaxed search also looks up for records containing all the words,
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so “John M. Brown” would be a match.
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It also tolerates words in a different order, so searching
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for “brown john” also works.</p>
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<div class="figure">
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<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" />
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</div>
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<p>Additionally, an Administrator can configure other fields to also lookup into.
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For example, Customers could be additionally searched by City or Phone number.</p>
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<div class="figure">
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<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" />
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</div>
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<p>How it works:</p>
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<p>Regular name search is performed, and the additional search logic is only
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triggered if not enough results are found.
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This way, no overhead is added on searches that would normally yield results.</p>
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<p>But if not enough results are found, then additional search methods are tried.
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The specific methods used are:</p>
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<ul class="simple">
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<li>Try regular search on each of the additional fields</li>
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<li>Try ordered word search on each of the search fields</li>
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<li>Try unordered word search on each of the search fields</li>
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</ul>
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<p>All results found are presented in that order,
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hopefully presenting them in order of relevance.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>The fuzzy search is automatically enabled on all Models.
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Note that this only affects typing in related fields.
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The regular <tt class="docutils literal">search()</tt>, used in the top right search box, is not affected.</p>
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<p>Additional search fields can be configured at Settings > Technical > Database > Models,
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using the “Name Search Fields” field.</p>
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<div class="figure">
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<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;" />
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</div>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>Just type into any related field, such as Customer on a Sale Order.</p>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Also use fuzzy search, such as the Levenshtein distance:
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<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>
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<li>The list of additional fields to search could benefit from caching, for efficiency.</li>
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<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>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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<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>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id6">Authors</a></h2>
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<ul class="simple">
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<li>Daniel Reis</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
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<ul class="simple">
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<li>Daniel Reis <<a class="reference external" href="https://github.com/dreispt">https://github.com/dreispt</a>></li>
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</ul>
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</div>
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<div class="section" id="other-credits">
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<h2><a class="toc-backref" href="#id8">Other credits</a></h2>
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<p>The development of this module has been financially supported by:</p>
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<ul class="simple">
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<li>Odoo Community Association</li>
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</ul>
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</div>
|
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<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>
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<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>
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