Module DocFinder

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TheoPequignot-DocFinder-logo.png
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

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.