[ADD] search_ux: search products and partners by keywords and configurable fields

search_ux/README.rst

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+.. |company| replace:: ADHOC SA
+
+.. |company_logo| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png
+   :alt: ADHOC SA
+   :target: https://www.adhoc.com.ar
+
+.. |icon| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png
+
+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+=========
+Search UX
+=========
+
+Adds a place to store the aliases people actually search by, and a configuration
+point to add fields to the search, without changing Odoo's native behaviour when
+the search already works.
+
+Out of the box:
+
+* A "Search Keywords" field on products and contacts (internal: it is not
+  printed nor published), already included in the search of those two models.
+* Nothing else enabled. Everything else is opt-in.
+
+The extended search only runs when the native search did not fill the suggestion
+list, and always as a single query.
+
+Where it searches
+=================
+
+Both search surfaces of the backend find the same records:
+
+* The **autocomplete** when picking the record on a document (sales order line,
+  purchase order line, Customer field): the native cascade runs first (internal
+  reference and barcode exact, reference and name partial, code between
+  brackets, vendor code) and the extended search only completes the suggestion
+  list if it was not filled.
+* The **Search...** box of the list and kanban views. On products the search
+  views are extended with the technical field ``search_extended``, which
+  resolves the same criteria; on contacts nothing has to be extended, their
+  search box already goes through ``display_name``.
+
+Installation
+============
+
+Only install the module.
+
+Configuration
+=============
+
+Settings > Extended Search, per model:
+
+* **Fields to Include**: model fields, Studio fields and forward paths
+  (``product_tmpl_id.my_field``).
+* **Related Sources** (products): lots/serials, vendor code, packaging barcodes.
+* **Minimum Characters** before the extended search is triggered (default 3).
+* Archive the configuration to turn it off completely.
+
+It rejects, on save: HTML fields, binary/attachment fields, non stored fields,
+wrong paths, group restricted fields and more than 5 fields per model
+(``search_ux.max_fields``).
+
+Usage
+=====
+
+Load the aliases in "Search Keywords" and search by them from any many2one
+(sales order lines, invoices, etc) or from the Search... box of the Products
+and Contacts lists.
+
+Rollout note
+============
+
+What to tell the customer before installing:
+
+* The day it is installed **the field is empty and nothing new is found**. The
+  aliases are loaded by the customer: the module does not guess them and does
+  not migrate what is today in internal notes or tags.
+* To load many at once, export Products or Contacts to a spreadsheet, fill the
+  "Search Keywords" column and import it back. One record per row, the aliases
+  separated by spaces.
+* Accents and case follow whatever ``ilike`` does on the deployment: with the
+  ``unaccent`` option disabled, "clapen" does not find "Clappen". It is a
+  deployment setting, not something the module decides.
+
+Customization
+=============
+
+To search by something that is not a field of the model (an own model, a
+history, business logic), inherit the single extension point from a customer
+module::
+
+    class ProductProduct(models.Model):
+        _inherit = "product.product"
+
+        def _get_extra_search_domains(self, term):
+            domains = super()._get_extra_search_domains(term)
+            domains.append(Domain("id", "in",
+                self.env["my.model"]._search([("code", "ilike", term)])
+                    .subselect("product_id")))
+            return domains
+
+Known issues / Roadmap
+======================
+
+* It does not fix typos, does not reserve the lot when the product is found by
+  serial number and does not search inside HTML descriptions. All three are
+  explicit decisions.
+* The configuration is per model: what is configured on ``product.template``
+  does not apply to ``product.product`` and the other way around. Sales order
+  lines search variants, the Products list searches templates, so a customer
+  that configures extra fields usually wants both. The keywords field, which is
+  what works out of the box, is consistent on both.
+* Related sources (lots, vendor code, packaging barcodes) are skipped for users
+  without read access to those models, instead of raising: a salesperson
+  without inventory rights simply does not search by lot.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/ingadhoc/miscellaneous/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+
+Credits
+=======
+
+|company_logo|
+
+|company|
+
+This module is maintained by the |company|.
+
+To contribute to this module, please visit https://github.com/ingadhoc.

search_ux/__init__.py

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+from . import models

search_ux/__manifest__.py

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+##############################################################################
+#
+#    Copyright (C) 2026  ADHOC SA  (http://www.adhoc.com.ar)
+#    All Rights Reserved.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+{
+    "name": "Search UX",
+    "version": "19.0.1.0.0",
+    "category": "Tools",
+    "sequence": 14,
+    "summary": "Search keywords and configurable fields for products and partners",
+    "author": "ADHOC SA",
+    "website": "www.adhoc.com.ar",
+    "license": "AGPL-3",
+    "images": [],
+    "depends": [
+        "product",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/search_ux_config_views.xml",
+        "views/product_views.xml",
+        "views/res_partner_views.xml",
+    ],
+    "demo": [],
+    "installable": True,
+    "auto_install": False,
+    "application": False,
+}

search_ux/models/__init__.py

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+from . import search_ux_mixin
+from . import search_ux_config
+from . import product_template
+from . import product_product
+from . import res_partner

search_ux/models/product_product.py

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+##############################################################################
+# For copyright and license notices, see __manifest__.py file in module root
+##############################################################################
+from odoo import api, models
+from odoo.fields import Domain
+
+
+class ProductProduct(models.Model):
+    _name = "product.product"
+    _inherit = ["product.product", "search.ux.mixin"]
+
+    # the keywords live on the template
+    _search_ux_default_paths = ("product_tmpl_id.search_keywords",)
+
+    @api.model
+    def name_search(self, name="", domain=None, operator="ilike", limit=100):
+        results = super().name_search(name, domain, operator, limit)
+        return self._search_ux_complete_name_search(results, name, domain, operator, limit)
+
+    @api.model
+    def _search_ux_related_domains(self, term, sources):
+        domains = super()._search_ux_related_domains(term, sources)
+        if "supplier_code" in sources and self._search_ux_can_read("product.supplierinfo"):
+            sellers = self.env["product.supplierinfo"]._search([("product_code", "ilike", term)])
+            domains.append(
+                Domain("id", "in", sellers.subselect("product_id"))
+                | Domain("product_tmpl_id", "in", sellers.subselect("product_tmpl_id"))
+            )
+        if "packaging_barcode" in sources and self._search_ux_can_read("product.uom"):
+            packagings = self.env["product.uom"]._search([("barcode", "ilike", term)])
+            domains.append(Domain("id", "in", packagings.subselect("product_id")))
+        if "lot" in sources and self._search_ux_can_read("stock.lot"):
+            lots = self.env["stock.lot"]._search([("name", "ilike", term)])
+            domains.append(Domain("id", "in", lots.subselect("product_id")))
+        return domains

search_ux/models/product_template.py

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+##############################################################################
+# For copyright and license notices, see __manifest__.py file in module root
+##############################################################################
+from odoo import api, fields, models
+from odoo.fields import Domain
+
+KEYWORDS_HELP = (
+    "Aliases, synonyms, nicknames or trade names people use to look for this "
+    "record. Internal use: it is neither printed nor published."
+)
+
+
+class ProductTemplate(models.Model):
+    _name = "product.template"
+    _inherit = ["product.template", "search.ux.mixin"]
+
+    _search_ux_default_paths = ("search_keywords",)
+
+    # the label "Search Keywords" is derived from the field name
+    search_keywords = fields.Char(index="trigram", help=KEYWORDS_HELP)
+
+    @api.model
+    def name_search(self, name="", domain=None, operator="ilike", limit=100):
+        results = super().name_search(name, domain, operator, limit)
+        return self._search_ux_complete_name_search(results, name, domain, operator, limit)
+
+    @api.model
+    def _search_ux_related_domains(self, term, sources):
+        """The related sources live on the variant: the template reuses them."""
+        domains = super()._search_ux_related_domains(term, sources)
+        variant_domains = self.env["product.product"]._search_ux_related_domains(term, sources)
+        if variant_domains:
+            domains.append(Domain("product_variant_ids", "any", Domain.OR(variant_domains)))
+        return domains

search_ux/models/res_partner.py

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+##############################################################################
+# For copyright and license notices, see __manifest__.py file in module root
+##############################################################################
+from odoo import api, fields, models
+from odoo.fields import Domain
+
+from .product_template import KEYWORDS_HELP
+from .search_ux_mixin import LIKE_OPERATORS
+
+
+class ResPartner(models.Model):
+    _name = "res.partner"
+    _inherit = ["res.partner", "search.ux.mixin"]
+
+    _search_ux_default_paths = ("search_keywords",)
+
+    # the label "Search Keywords" is derived from the field name
+    search_keywords = fields.Char(index="trigram", help=KEYWORDS_HELP)
+
+    @api.model
+    def _search_display_name(self, operator, value):
+        """The contact already searches declaratively: we add fields to that domain."""
+        domain = super()._search_display_name(operator, value)
+        if operator not in LIKE_OPERATORS or not isinstance(value, str):
+            return domain
+        extra = self._get_extra_search_domains(value)
+        return Domain.OR([domain] + extra) if extra else domain