Delivered product
Cross-entity search in CiviCRM
Retrieve heterogeneous entities quickly without moving permissions or the source of truth outside the CRM.
Design of a Typesense layer supplied by projectors and a synchronisation queue, with access control retained in CiviCRM.
Context
Operational searches cross several entity types and exceed the capabilities of a conventional CRM list.
Role
Design of the indexing model, access rules and synchronisation chain.
Deliverables
Typesense index, projectors, recovery queue and rebuild tools.
Verification
Collection-bound checks, search tests and observation of incremental changes.
Outcome