[NEW] first commit for all modules coming from training-tools

survey_crm_generation/models/__init__.py

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+from . import crm_lead
+from . import survey_question
+from . import survey_survey
+from . import survey_user_input

survey_crm_generation/models/crm_lead.py

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+# Copyright 2023 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    survey_user_input_id = fields.Many2one(comodel_name="survey.user_input")

survey_crm_generation/models/survey_question.py

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+# Copyright 2022 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class SurveyQuestion(models.Model):
+    _inherit = "survey.question"
+
+    show_in_lead_description = fields.Boolean()

survey_crm_generation/models/survey_survey.py

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+# Copyright 2023 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class SurveySurvey(models.Model):
+    _inherit = "survey.survey"
+
+    generate_leads = fields.Boolean(
+        help="Generate leads/opportunities linked to the generated quotations",
+    )
+    crm_tag_ids = fields.Many2many(
+        comodel_name="crm.tag",
+        help="Set the default crm tags in the generated leads/opportunities",
+    )
+    crm_team_id = fields.Many2one(comodel_name="crm.team")

survey_crm_generation/models/survey_user_input.py

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+# Copyright 2022 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models, _
+
+
+class SurveyUserInput(models.Model):
+    _inherit = "survey.user_input"
+
+    opportunity_id = fields.Many2one(comodel_name="crm.lead")
+
+    def _prepare_opportunity(self):
+        return {
+            "name": self.survey_id.title,
+            "tag_ids": [(6, 0, self.survey_id.crm_tag_ids.ids)],
+            "partner_id": self.partner_id.id,
+            "user_id": self.survey_id.crm_team_id.user_id.id,
+            "team_id": self.survey_id.crm_team_id.id,
+            "company_id": self.create_uid.company_id.id,
+            "survey_user_input_id": self.id,
+            "description": self._prepare_lead_description(),
+        }
+
+    def _prepare_lead_description(self):
+        """We can have surveys without partner. It's handy to have some relevant info
+        in the description although the answers are linked themselves.
+
+        :return str: description for the lead
+        """
+        relevant_answers = self.user_input_line_ids.filtered(
+            lambda x: not x.skipped and x.question_id.show_in_lead_description
+        )
+
+        li = ''
+        for answer in relevant_answers:
+            li += '<li>'
+            if answer.answer_type == "suggestion":
+                answer_value = answer.suggested_answer_id
+            else:
+                answer_value = answer[f'value_{answer.answer_type}']
+            #case of value Models
+            if isinstance(answer_value,models.Model):
+                # case of Multi Models
+                if len(answer_value._ids) > 1:
+                    ul2 = f'{answer.question_id.title}: <ul>'
+                    for answer_value_object in answer_value:
+                        ul2 += '<li>'+f"{answer_value_object.display_name}"+'</li>'
+                    ul2 += '</ul>'
+                    li += ul2
+                # case of One Models
+                else:
+                    li += f"{answer.question_id.title}: {answer_value.display_name}"
+            else:
+                # case of string value
+                li += f"{answer.question_id.title}: {answer_value}"                
+            li += '</li>'            
+        
+        description = '<u>'+_('Survey answers: ')+"</u><ul>"+li+"</ul>"
+        return description
+
+    def _create_opportunity_post_process(self):
+        """After creating the lead send an internal message with the input link"""
+        self.opportunity_id.message_post_with_view(
+            "mail.message_origin_link",
+            values={"self": self.opportunity_id, "origin": self},
+            subtype_id=self.env.ref("mail.mt_note").id,
+        )
+
+    def _mark_done(self):
+        """Generate the opportunity when the survey is submitted"""
+        res = super()._mark_done()
+        if not self.survey_id.generate_leads:
+            return res
+        vals = self._prepare_opportunity()
+        self.opportunity_id = self.env["crm.lead"].sudo().create(vals)
+        self._create_opportunity_post_process()
+        return res