[IMP] survey_record_generation: add README
This commit is contained in:
clementthomas
146
survey_record_generation/README.rst
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146
survey_record_generation/README.rst
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========================
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Survey record generation
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========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:03eeb5c11b7d8330051c416331c84103b2641351fdc1d0a1bad43acd09501a33
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
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:target: https://github.com/OCA/survey/tree/16.0/survey_record_generation
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:alt: OCA/survey
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/survey-16-0/survey-16-0-survey_record_generation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows to generate any record from surveys answers.
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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In several cases we want to use survey application to create records.
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Website form application give the same possibility but the design is integrated on the web site.
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Futhermore this module add other functionnalities like "duplicate" check, or creation of several interconnected records
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Typical use case : Information request form
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#. Submitting the form will create a contact (partner) only if it does not already exist in the database.
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#. Submitting the form will also create a crm opportunity linked to previously created partner
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Configuration
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=============
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Record generation configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. |Image of record creation list| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/record-creations.png
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#. Go to the the survey
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#. In *Record creation* tab add a new line
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#. Set a name for created record, select the Model of the record (eg: Prospect)
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#. Add a field configuration. So for each field :
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.. |Image of record creation fields| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/record-creation-customer.png
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#. You can check "unicity constraint" to prevent duplicates.
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In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used
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#. You can configure explicitly where Odoo should retrieve the value of field :
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* **fixed**: To set explicit value
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* **question**: If value come from user's answer
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For m2o or m2m links, question should be configured before. See Question answers configuration section below.
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* **other created record**: If value come from other created record (m2o case only)
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Question answers configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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In a survey question : to configure value of choices
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.. |Question answers| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/question-answers.png
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#. Configure a multiple choice question
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#. Select value type associated to answer:
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* **Value** > eg: to fill a selection field
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* **Record** > to fill m2o or m2m field
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#. In case of *record* type:
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#. Select referenced model
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#. You can directly fill answers (eventualy with help of the domain field)
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#. Or create new answers and set associated record
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#. In case of *value* type:
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#. Add new selectable answers and set associated value
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Usage
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=====
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When a survey is properly configured, once it is submited by a user, records should be created.
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To find records generated from a participation go to:
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#. Survey > participation
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#. Click on **# Generated records** button (top-right)
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_record_generation%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Elabore
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Contributors
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~~~~~~~~~~~~
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* `Elabore <https://www.elabore.coop>`_
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* Clément Thomas
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/16.0/survey_record_generation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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@@ -1,10 +1,36 @@
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import models
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from odoo import models, fields
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class SurveyUserInput(models.Model):
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_inherit = "survey.user_input"
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generated_record_ids = fields.One2many('survey.generated.record', 'user_input_id', 'Generated records')
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generated_records_count = fields.Integer("Attempts Count", compute='_compute_generated_records_count')
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def _compute_generated_records_count(self):
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for user_input in self:
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user_input.generated_records_count = len(user_input.generated_record_ids)
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def action_redirect_to_generated_records(self):
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self.ensure_one()
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action = self.env['ir.actions.act_window']._for_xml_id('survey_record_generation.survey_generated_record_action')
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""" context = dict(self.env.context or {})
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context['create'] = False
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context['search_default_survey_id'] = self.survey_id.id
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context['search_default_group_by_survey'] = False
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if self.partner_id:
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context['search_default_partner_id'] = self.partner_id.id
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elif self.email:
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context['search_default_email'] = self.email
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action['context'] = context """
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return action
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def _mark_done(self):
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# generate records
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for user_input in self:
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@@ -58,13 +84,25 @@ class SurveyUserInput(models.Model):
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else:
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# Create record
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record = self.env[model].create(vals)
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# Link generated records to user input
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self.env['survey.generated.record'].create({
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'survey_record_creation_name':record_creation.name,
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'survey_record_creation_id':record_creation.id,
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'user_input_id':user_input.id,
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"created_record_id":"%s,%s" % (model,record.id)
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})
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created_records[record_creation.id] = record
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# update linked records
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for field_to_update in fields_to_update:
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record_to_update = created_records[field_to_update.survey_record_creation_id.id]
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linked_record = created_records[field_to_update.other_created_record_id.id]
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record_to_update.write({field_to_update.field_id.name:linked_record.id})
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return super()._mark_done()
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survey_record_generation/readme/CONFIGURE.rst
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survey_record_generation/readme/CONFIGURE.rst
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Record generation configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. |Image of record creation list| image:: ../static/description/record-creations.png
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|
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#. Go to the the survey
|
||||
#. In *Record creation* tab add a new line
|
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#. Set a name for created record, select the Model of the record (eg: Prospect)
|
||||
#. Add a field configuration. So for each field :
|
||||
|
||||
.. |Image of record creation fields| image:: ../static/description/record-creation-customer.png
|
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|
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#. You can check "unicity constraint" to prevent duplicates.
|
||||
In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used
|
||||
#. You can configure explicitly where Odoo should retrieve the value of field :
|
||||
* **fixed**: To set explicit value
|
||||
* **question**: If value come from user's answer
|
||||
For m2o or m2m links, question should be configured before. See Question answers configuration section below.
|
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* **other created record**: If value come from other created record (m2o case only)
|
||||
|
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|
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|
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Question answers configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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In a survey question : to configure value of choices
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|
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.. |Question answers| image:: ../static/description/question-answers.png
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|
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#. Configure a multiple choice question
|
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#. Select value type associated to answer:
|
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* **Value** > eg: to fill a selection field
|
||||
* **Record** > to fill m2o or m2m field
|
||||
#. In case of *record* type:
|
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#. Select referenced model
|
||||
#. You can directly fill answers (eventualy with help of the domain field)
|
||||
#. Or create new answers and set associated record
|
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#. In case of *value* type:
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#. Add new selectable answers and set associated value
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10
survey_record_generation/readme/CONTEXT.rst
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10
survey_record_generation/readme/CONTEXT.rst
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@@ -0,0 +1,10 @@
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In several cases we want to use survey application to create records.
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Website form application give the same possibility but the design is integrated on the web site.
|
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Futhermore this module add other functionnalities like "duplicate" check, or creation of several interconnected records
|
||||
|
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Typical use case : Information request form
|
||||
|
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#. Submitting the form will create a contact (partner) only if it does not already exist in the database.
|
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#. Submitting the form will also create a crm opportunity linked to previously created partner
|
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3
survey_record_generation/readme/CONTRIBUTORS.rst
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3
survey_record_generation/readme/CONTRIBUTORS.rst
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* `Elabore <https://www.elabore.coop>`_
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* Clément Thomas
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1
survey_record_generation/readme/DESCRIPTION.rst
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1
survey_record_generation/readme/DESCRIPTION.rst
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This module allows to generate any record from surveys answers.
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6
survey_record_generation/readme/USAGE.rst
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6
survey_record_generation/readme/USAGE.rst
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When a survey is properly configured, once it is submited by a user, records should be created.
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To find records generated from a participation go to:
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#. Survey > participation
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#. Click on **# Generated records** button (top-right)
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526
survey_record_generation/static/description/index.html
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<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
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<title>Survey record generation</title>
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</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="survey-record-generation">
|
||||
<h1 class="title">Survey record generation</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:03eeb5c11b7d8330051c416331c84103b2641351fdc1d0a1bad43acd09501a33
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/survey/tree/16.0/survey_record_generation"><img alt="OCA/survey" src="https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/survey-16-0/survey-16-0-survey_record_generation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows to generate any record from surveys answers.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a><ul>
|
||||
<li><a class="reference internal" href="#record-generation-configuration" id="toc-entry-3">Record generation configuration</a></li>
|
||||
<li><a class="reference internal" href="#question-answers-configuration" id="toc-entry-4">Question answers configuration</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-5">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-6">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-7">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-8">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-9">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-10">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="use-cases-context">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
|
||||
<p>In several cases we want to use survey application to create records.
|
||||
Website form application give the same possibility but the design is integrated on the web site.
|
||||
Futhermore this module add other functionnalities like “duplicate” check, or creation of several interconnected records</p>
|
||||
<p>Typical use case : Information request form</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Submitting the form will create a contact (partner) only if it does not already exist in the database.</li>
|
||||
<li>Submitting the form will also create a crm opportunity linked to previously created partner</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
|
||||
<div class="section" id="record-generation-configuration">
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">Record generation configuration</a></h2>
|
||||
<ol class="arabic">
|
||||
<li><p class="first">Go to the the survey</p>
|
||||
</li>
|
||||
<li><p class="first">In <em>Record creation</em> tab add a new line</p>
|
||||
</li>
|
||||
<li><p class="first">Set a name for created record, select the Model of the record (eg: Prospect)</p>
|
||||
</li>
|
||||
<li><p class="first">Add a field configuration. So for each field :</p>
|
||||
<blockquote>
|
||||
<ol class="arabic simple">
|
||||
<li><dl class="first docutils">
|
||||
<dt>You can check “unicity constraint” to prevent duplicates.</dt>
|
||||
<dd>In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used</dd>
|
||||
</dl>
|
||||
</li>
|
||||
<li><dl class="first docutils">
|
||||
<dt>You can configure explicitly where Odoo should retrieve the value of field :</dt>
|
||||
<dd><ul class="first last">
|
||||
<li><strong>fixed</strong>: To set explicit value</li>
|
||||
<li><dl class="first docutils">
|
||||
<dt><strong>question</strong>: If value come from user’s answer</dt>
|
||||
<dd>For m2o or m2m links, question should be configured before. See Question answers configuration section below.</dd>
|
||||
</dl>
|
||||
</li>
|
||||
<li><strong>other created record</strong>: If value come from other created record (m2o case only)</li>
|
||||
</ul>
|
||||
</dd>
|
||||
</dl>
|
||||
</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="question-answers-configuration">
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Question answers configuration</a></h2>
|
||||
<p>In a survey question : to configure value of choices</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Configure a multiple choice question</li>
|
||||
<li><dl class="first docutils">
|
||||
<dt>Select value type associated to answer:</dt>
|
||||
<dd><ul class="first last">
|
||||
<li><strong>Value</strong> > eg: to fill a selection field</li>
|
||||
<li><strong>Record</strong> > to fill m2o or m2m field</li>
|
||||
</ul>
|
||||
</dd>
|
||||
</dl>
|
||||
</li>
|
||||
<li><dl class="first docutils">
|
||||
<dt>In case of <em>record</em> type:</dt>
|
||||
<dd><ol class="first last arabic">
|
||||
<li>Select referenced model</li>
|
||||
<li>You can directly fill answers (eventualy with help of the domain field)</li>
|
||||
<li>Or create new answers and set associated record</li>
|
||||
</ol>
|
||||
</dd>
|
||||
</dl>
|
||||
</li>
|
||||
<li><dl class="first docutils">
|
||||
<dt>In case of <em>value</em> type:</dt>
|
||||
<dd><ol class="first last arabic">
|
||||
<li>Add new selectable answers and set associated value</li>
|
||||
</ol>
|
||||
</dd>
|
||||
</dl>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-5">Usage</a></h1>
|
||||
<p>When a survey is properly configured, once it is submited by a user, records should be created.</p>
|
||||
<p>To find records generated from a participation go to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Survey > participation</li>
|
||||
<li>Click on <strong># Generated records</strong> button (top-right)</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-6">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/survey/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/survey/issues/new?body=module:%20survey_record_generation%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-7">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Elabore</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.elabore.coop">Elabore</a><ul>
|
||||
<li>Clément Thomas</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-10">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
</a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/survey/tree/16.0/survey_record_generation">OCA/survey</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
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|
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|
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|
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Reference in New Issue
Block a user