|
| 1 | +==================== |
| 2 | +Improved Name Search |
| 3 | +==================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:fe0fce7aeb356dfbf982cb648994712ec1907ee6ab73a221eee4cda4039e7a33 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/server-tools/tree/17.0/base_name_search_improved |
| 21 | + :alt: OCA/server-tools |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/server-tools-17-0/server-tools-17-0-base_name_search_improved |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=17.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +Extends the name search feature to use additional, more relaxed matching |
| 32 | +methods, and to allow searching into configurable additional record |
| 33 | +fields. |
| 34 | + |
| 35 | +The name search is the lookup feature to select a related record. For |
| 36 | +example, selecting a Customer on a new Sales order. |
| 37 | + |
| 38 | +For example, typing "john brown" doesn't match "John M. Brown". The |
| 39 | +relaxed search also looks up for records containing all the words, so |
| 40 | +"John M. Brown" would be a match. It also tolerates words in a different |
| 41 | +order, so searching for "brown john" also works. |
| 42 | + |
| 43 | +|image0| |
| 44 | + |
| 45 | +Additionally, an Administrator can configure other fields to also lookup |
| 46 | +into. For example, Customers could be additionally searched by City or |
| 47 | +Phone number. |
| 48 | + |
| 49 | +|image2| |
| 50 | + |
| 51 | +How it works: |
| 52 | + |
| 53 | +Regular name search is performed, and the additional search logic is |
| 54 | +only triggered if not enough results are found. This way, no overhead is |
| 55 | +added on searches that would normally yield results. |
| 56 | + |
| 57 | +But if not enough results are found, then additional search methods are |
| 58 | +tried. The specific methods used are: |
| 59 | + |
| 60 | +- Try regular search on each of the additional fields |
| 61 | +- Try ordered word search on each of the search fields |
| 62 | +- Try unordered word search on each of the search fields |
| 63 | + |
| 64 | +All results found are presented in that order, hopefully presenting them |
| 65 | +in order of relevance. |
| 66 | + |
| 67 | +.. |image0| image:: https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image0.png |
| 68 | +.. |image2| image:: https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image2.png |
| 69 | + |
| 70 | +**Table of contents** |
| 71 | + |
| 72 | +.. contents:: |
| 73 | + :local: |
| 74 | + |
| 75 | +Configuration |
| 76 | +============= |
| 77 | + |
| 78 | +The fuzzy search is automatically enabled on all Models. Note that this |
| 79 | +only affects typing in related fields. The regular ``search()``, used in |
| 80 | +the top right search box, is not affected. |
| 81 | + |
| 82 | +Additional search fields can be configured at Settings > Technical > |
| 83 | +Database > Models, using the "Name Search Fields" field. |
| 84 | + |
| 85 | +|image1| |
| 86 | + |
| 87 | +.. |image1| image:: https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image1.png |
| 88 | + |
| 89 | +Usage |
| 90 | +===== |
| 91 | + |
| 92 | +Just type into any related field, such as Customer on a Sale Order. |
| 93 | + |
| 94 | +Known issues / Roadmap |
| 95 | +====================== |
| 96 | + |
| 97 | +- Also use fuzzy search, such as the Levenshtein distance: |
| 98 | + https://www.postgresql.org/docs/9.5/static/fuzzystrmatch.html |
| 99 | +- The list of additional fields to search could benefit from caching, |
| 100 | + for efficiency. |
| 101 | +- This feature could also be implemented for regular ``search`` on the |
| 102 | + ``name`` field. |
| 103 | +- While adding m2o or other related field that also have an improved |
| 104 | + name search, that improved name search is not used (while if |
| 105 | + name_search is customizend on a module and you add a field of that |
| 106 | + model on another model it works ok). Esto por ejemplo es en productos |
| 107 | + si agregamos campo "categoría pública" y a categoría pública le |
| 108 | + ponemos "parent_id". Entonces vamos a ver que si buscamos por una |
| 109 | + categoría padre no busca nada, en vez si hacemos esa lógica en |
| 110 | + name_search de modulo si funciona |
| 111 | + |
| 112 | +Bug Tracker |
| 113 | +=========== |
| 114 | + |
| 115 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_. |
| 116 | +In case of trouble, please check there if your issue has already been reported. |
| 117 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 118 | +`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20base_name_search_improved%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 119 | + |
| 120 | +Do not contact contributors directly about support or help with technical issues. |
| 121 | + |
| 122 | +Credits |
| 123 | +======= |
| 124 | + |
| 125 | +Authors |
| 126 | +------- |
| 127 | + |
| 128 | +* Daniel Reis |
| 129 | +* ADHOC SA |
| 130 | + |
| 131 | +Contributors |
| 132 | +------------ |
| 133 | + |
| 134 | +- Daniel Reis <https://github.com/dreispt> |
| 135 | +- Kitti U. < [email protected]> (migrate to v14) |
| 136 | +- Radovan Skolnik < [email protected]> |
| 137 | + |
| 138 | +Other credits |
| 139 | +------------- |
| 140 | + |
| 141 | +The development of this module has been financially supported by: |
| 142 | + |
| 143 | +- Odoo Community Association |
| 144 | + |
| 145 | +Maintainers |
| 146 | +----------- |
| 147 | + |
| 148 | +This module is maintained by the OCA. |
| 149 | + |
| 150 | +.. image:: https://odoo-community.org/logo.png |
| 151 | + :alt: Odoo Community Association |
| 152 | + :target: https://odoo-community.org |
| 153 | + |
| 154 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 155 | +mission is to support the collaborative development of Odoo features and |
| 156 | +promote its widespread use. |
| 157 | + |
| 158 | +This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/17.0/base_name_search_improved>`_ project on GitHub. |
| 159 | + |
| 160 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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