502 lines
16 KiB
HTML
Executable File
502 lines
16 KiB
HTML
Executable File
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<body>
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<div class="document">
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<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
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<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
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</a>
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<div class="section" id="improved-name-search">
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<h1>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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!! source digest: sha256:506ec7a25a0bb1d86a79c06d4577aca5a3cda5d81ed921490e95a53a5e49df24
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" 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 image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/server-tools/tree/18.0/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 image-reference" href="https://translation.odoo-community.org/projects/server-tools-18-0/server-tools-18-0-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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>Extends the name search feature to use additional, more relaxed matching
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methods, and to allow searching into configurable additional record
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fields.</p>
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<p>The name search is the lookup feature to select a related record. For
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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”. The
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relaxed search also looks up for records containing all the words, so
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“John M. Brown” would be a match. It also tolerates words in a different
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order, so searching for “brown john” also works.</p>
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<p><img alt="image0" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image0.png" /></p>
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<p>Additionally, an Administrator can configure other fields to also lookup
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into. For example, Customers could be additionally searched by City or
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Phone number.</p>
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<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image2.png" /></p>
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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
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only triggered if not enough results are found. This way, no overhead is
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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
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tried. 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, hopefully presenting them
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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="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-8">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">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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<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
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<p>The fuzzy search is automatically enabled on all Models. Note that this
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only affects typing in related fields. The regular <tt class="docutils literal">search()</tt>, used in
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the top right search box, is not affected.</p>
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<p>Additional search fields can be configured at Settings > Technical >
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Database > Models, using the “Name Search Fields” field.</p>
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<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/server-tools/11.0/base_name_search_improved/images/image1.png" /></p>
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</div>
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<div class="section" id="usage">
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<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
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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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<h2><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h2>
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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,
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for efficiency.</li>
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<li>This feature could also be implemented for regular <tt class="docutils literal">search</tt> on the
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<tt class="docutils literal">name</tt> field.</li>
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<li>While adding m2o or other related field that also have an improved
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name search, that improved name search is not used (while if
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name_search is customizend on a module and you add a field of that
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model on another model it works ok). Esto por ejemplo es en productos
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si agregamos campo “categoría pública” y a categoría pública le
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ponemos “parent_id”. Entonces vamos a ver que si buscamos por una
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categoría padre no busca nada, en vez si hacemos esa lógica en
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name_search de modulo si funciona</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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<h2><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h2>
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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 to smash 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:%2018.0%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>
|
||
<div class="section" id="credits">
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||
<h2><a class="toc-backref" href="#toc-entry-5">Credits</a></h2>
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||
<div class="section" id="authors">
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<h3><a class="toc-backref" href="#toc-entry-6">Authors</a></h3>
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||
<ul class="simple">
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||
<li>Daniel Reis</li>
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<li>ADHOC SA</li>
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||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
|
||
<ul class="simple">
|
||
<li>Daniel Reis <<a class="reference external" href="https://github.com/dreispt">https://github.com/dreispt</a>></li>
|
||
<li>Kitti U. <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>> (migrate to v14)</li>
|
||
<li>Radovan Skolnik <<a class="reference external" href="mailto:radovan@skolnik.info">radovan@skolnik.info</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="other-credits">
|
||
<h3><a class="toc-backref" href="#toc-entry-8">Other credits</a></h3>
|
||
<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">
|
||
<h3><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h3>
|
||
<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/18.0/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>
|
||
</div>
|
||
</div>
|
||
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