server-tools/base_name_search_improved/README.rst

====================
Improved Name Search
====================

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Extends the name search feature to use additional, more relaxed
matching methods, and to allow searching into configurable additional
record fields.

The name search is the lookup feature to select a related record.
For example, selecting a Customer on a new Sales order.

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.

.. figure:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_name_search_improved/images/image0.png

Additionally, an Administrator can configure other fields to also lookup into.
For example, Customers could be additionally searched by City or Phone number.

.. figure:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_name_search_improved/images/image2.png

How it works:

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.

But if not enough results are found, then additional search methods are tried.
The specific methods used are:

- Try regular search on each of the additional fields
- Try ordered word search on each of the search fields
- Try unordered word search on each of the search fields

All results found are presented in that order,
hopefully presenting them in order of relevance.

**Table of contents**

.. contents::
   :local:

Configuration
=============

Go to Settings > Smart Searches
Remove default filter to see all Models
Choose the Modlel you want to configure and choose your options (Smart Search,
Smart Name Search, Domain, Smart Search fields)

In the example, we choose to activate improved search for Contacts (partners) and
Products. Furthermore user can search a contact typing their city name

.. figure:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_name_search_improved/images/image1.png
   :alt: Name Search Fields
   :width: 600 px

Usage
=====

Just type into any related field, such as Customer on a Sale Order.

Known issues / Roadmap
======================

* Also use fuzzy search, such as the Levenshtein distance:
  https://www.postgresql.org/docs/9.5/static/fuzzystrmatch.html
* The list of additional fields to search could benefit from caching, for efficiency.
* This feature could also be implemented for regular ``search`` on the ``name`` field.
* While adding m2o or other related field that also have an improved name search, that improved name search is not used (while if name_search is customizend on a module and you add a field of that model on another model it works ok). Esto por ejemplo es en productos si agregamos campo "categoría pública" y a categoría pública le ponemos "parent_id". Entonces vamos a ver que si buscamos por una categoría padre no busca nada, en vez si hacemos esa lógica en name_search de modulo si funciona

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20base_name_search_improved%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Daniel Reis
* ADHOC SA

Contributors
~~~~~~~~~~~~

* Daniel Reis <https://github.com/dreispt>
* Kitti U. <kittiu@ecosoft.co.th> (migrate to v14)
* Radovan Skolnik <radovan@skolnik.info>

Other credits
~~~~~~~~~~~~~

The development of this module has been financially supported by:

* Odoo Community Association

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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   :target: https://odoo-community.org

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.

This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/16.0/base_name_search_improved>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.