Enter your idea

Full-Text Search Across Artefact Content

Current Pain:

Search likely only works on:

Contact name
Invoice number
❌ Not description → results missing
Amount
Date etc

User Story: Full-Text Search Across Artefact Content

As a user, I want to search for text within all fields of a document (including line-item descriptions) so that I can quickly locate and filter relevant quotes, invoices, and other artefacts based on their content.

Acceptance Criteria
1. Search Scope

The system indexes all textual fields within artefacts, including:
- Line-item descriptions
- Notes and terms
- Reference fields

1. Search Input

User can enter:
Keywords
- Phrases (e.g., “website redesign”)
- Partial text (optional but recommended)

1. Filtering Behavior
2. Results include any artefact where the query matches:

3. Any field within the document
   Supports:
   Partial matches (e.g., “design” → “redesign”)
   Case-insensitive matching

4. Results Display
   Only matching artefacts are returned
   
   Matching fields are:
   Highlighted (e.g., snippet showing match in description)
   Contextualized (e.g., show which line item matched)

5. Performance
   Results returned within:
   <2 seconds for standard datasets (e.g., ≤10,000 documents)

6. No Results Handling
   Clear message:
   “No documents found matching your search”
   Optional: suggestions or similar terms

7. Ranking (Nice-to-have but powerful)
   Results ranked by relevance:
   Exact matches > partial matches
   Matches in description weighted highly

Practical Example (Your Use Case)

You created 20 quotes like:

“Website redesign – Phase 1”
“Mobile app UI design”
“SEO optimisation”
Expected:

Search: “design”
→ Returns all relevant quotes where “design” appears in descriptions