Module DocFinder: Difference between revisions
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[[fr:Module DocFinder FR]] | |||
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|- | |- | ||
! Version | ! Version | ||
| 1. | | 1.8.0 | ||
|- | |- | ||
! Dolibarr | ! Dolibarr | ||
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! Support | ! Support | ||
| [mailto:contact@theopequignot.fr contact@theopequignot.fr] | | [mailto:contact@theopequignot.fr contact@theopequignot.fr] | ||
|- | |||
! Presentation and support | |||
| [https://modules.theopequignot.fr/modules/docfinder?lang=en modules.theopequignot.fr] | |||
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* '''Searches every useful field''': document number, customer name, line descriptions, product reference and label, public and private notes. Each field can be switched on or off. | * '''Searches every useful field''': document number, customer name, line descriptions, product reference and label, public and private notes. Each field can be switched on or off. | ||
* '''Search by phone, email or contact''': type a number as you have it ("06 12 34 56 78", "06.12.34.56.78", "+33 6…") or a contact name, and find the customer's quotes and invoices. The matching contact is shown under the customer name. | |||
* '''Several words''': "dupont backup" finds the documents that contain both, in any field. | |||
* '''Amount filter''': minimum and maximum, excl. or incl. tax, alone or combined with a keyword. | * '''Amount filter''': minimum and maximum, excl. or incl. tax, alone or combined with a keyword. | ||
* '''Matching lines''' shown under each document, keyword highlighted, with quantity and net total. You see why a result comes up. | * '''Matching lines''' shown under each document, keyword highlighted, with quantity and net total. You see why a result comes up. | ||
| Line 72: | Line 77: | ||
== Support == | == Support == | ||
Questions before buying, installation or update issues: write to [mailto:contact@theopequignot.fr contact@theopequignot.fr]. I am the developer of this module and I answer myself. Support and updates are included for 2 years with the DoliStore purchase. | Questions before buying, installation or update issues: write to [mailto:contact@theopequignot.fr contact@theopequignot.fr]. I am the developer of this module and I answer myself. Support and updates are included for 2 years with the DoliStore purchase. The full presentation of the module, its screenshots, frequently asked questions and the support form are on [https://modules.theopequignot.fr/modules/docfinder?lang=en modules.theopequignot.fr]. Purchases are made on the DoliStore. | ||
Latest revision as of 18:12, 3 October 2026
| Editor | Theo Pequignot (theopequignot.fr) |
|---|---|
| Module ID | 194154 |
| Version | 1.8.0 |
| Dolibarr | 16 to 24 |
| Where to get it | DoliStore |
| Support | contact@theopequignot.fr |
| Presentation and support | modules.theopequignot.fr |
"The invoice with the lift pump", "that €2,400 quote for Martin & Co": in Dolibarr, finding that kind of document means stacking filters and opening records one by one. The native search doesn't look inside line items or notes. DocFinder adds a single search page that does.
What it does
- Searches every useful field: document number, customer name, line descriptions, product reference and label, public and private notes. Each field can be switched on or off.
- Search by phone, email or contact: type a number as you have it ("06 12 34 56 78", "06.12.34.56.78", "+33 6…") or a contact name, and find the customer's quotes and invoices. The matching contact is shown under the customer name.
- Several words: "dupont backup" finds the documents that contain both, in any field.
- Amount filter: minimum and maximum, excl. or incl. tax, alone or combined with a keyword.
- Matching lines shown under each document, keyword highlighted, with quantity and net total. You see why a result comes up.
- Real status of each document, including partially paid invoices.
- Clickable examples taken from your recent data when the search is empty.
- Keyboard shortcut
/to jump back to the search, one click to open the record.
Settings
- Scope (quotes, invoices or both), searched fields, tax base, line display, maximum number of results.
- A "User access" card to grant or revoke the permission without opening each user card.
- Accent color of your choice, with live preview.
Security and comfort
- Each user only sees the documents they are allowed to read. Multicompany supported.
- 100% local: no dependency, no network call. Isolated CSS, your theme is left alone.
- Fully keyboard-usable, screen-reader labels, WCAG AA contrasts.
Installation
Home → Setup → Modules → "Deploy/install external app/module", upload the zip and enable DocFinder. The entry shows up in the top menu, ready to use.
Upgrading from a previous version: replace the files, then disable and re-enable the module (Setup → Modules). Settings, data and user permissions are kept.
Compatibility
- Dolibarr 16 to 24 (verified on 16, 22, 23 and 24).
- PHP 7.2 and above, MySQL / MariaDB.
- English and French included. Email support and updates for 2 years.
Screenshots
Keyword search with matching lines highlighted
Amount filter
Settings page
Support
Questions before buying, installation or update issues: write to contact@theopequignot.fr. I am the developer of this module and I answer myself. Support and updates are included for 2 years with the DoliStore purchase. The full presentation of the module, its screenshots, frequently asked questions and the support form are on modules.theopequignot.fr. Purchases are made on the DoliStore.