[NEW] first commit for all modules coming from training-tools
This commit is contained in:
clementthomas
165
.gitignore
vendored
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165
.gitignore
vendored
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||||
*.docx
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||||
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||||
.~*
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||||
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||||
# Byte-compiled / optimized / DLL files
|
||||
__pycache__/
|
||||
*.py[cod]
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||||
*$py.class
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|
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# C extensions
|
||||
*.so
|
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|
||||
# Distribution / packaging
|
||||
.Python
|
||||
build/
|
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develop-eggs/
|
||||
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|
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downloads/
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eggs/
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lib/
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||||
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|
||||
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|
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|
||||
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|
||||
*.egg-info/
|
||||
.installed.cfg
|
||||
*.egg
|
||||
MANIFEST
|
||||
|
||||
# PyInstaller
|
||||
# Usually these files are written by a python script from a template
|
||||
# before PyInstaller builds the exe, so as to inject date/other infos into it.
|
||||
*.manifest
|
||||
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|
||||
|
||||
# Installer logs
|
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pip-log.txt
|
||||
pip-delete-this-directory.txt
|
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|
||||
# Unit test / coverage reports
|
||||
htmlcov/
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||||
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|
||||
.nox/
|
||||
.coverage
|
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.coverage.*
|
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|
||||
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|
||||
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|
||||
*.cover
|
||||
*.py,cover
|
||||
.hypothesis/
|
||||
.pytest_cache/
|
||||
cover/
|
||||
|
||||
# Translations
|
||||
*.mo
|
||||
*.pot
|
||||
|
||||
# Django stuff:
|
||||
*.log
|
||||
local_settings.py
|
||||
db.sqlite3
|
||||
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|
||||
|
||||
# Flask stuff:
|
||||
instance/
|
||||
.webassets-cache
|
||||
|
||||
# Scrapy stuff:
|
||||
.scrapy
|
||||
|
||||
# Sphinx documentation
|
||||
docs/_build/
|
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|
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# PyBuilder
|
||||
.pybuilder/
|
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target/
|
||||
|
||||
# Jupyter Notebook
|
||||
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|
||||
|
||||
# IPython
|
||||
profile_default/
|
||||
ipython_config.py
|
||||
|
||||
# pyenv
|
||||
# For a library or package, you might want to ignore these files since the code is
|
||||
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# .python-version
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#Pipfile.lock
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# commonly ignored for libraries.
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# https://python-poetry.org/docs/basic-usage/#commit-your-poetrylock-file-to-version-control
|
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|
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|
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# pdm
|
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# Similar to Pipfile.lock, it is generally recommended to include pdm.lock in version control.
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#pdm.lock
|
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|
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|
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|
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|
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# PEP 582; used by e.g. github.com/David-OConnor/pyflow and github.com/pdm-project/pdm
|
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__pypackages__/
|
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|
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# Celery stuff
|
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celerybeat-schedule
|
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celerybeat.pid
|
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|
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# SageMath parsed files
|
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*.sage.py
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# Environments
|
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.env
|
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.venv
|
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env/
|
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venv/
|
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ENV/
|
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env.bak/
|
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venv.bak/
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.spyderproject
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.spyproject
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# Rope project settings
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.ropeproject
|
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||||
# mkdocs documentation
|
||||
/site
|
||||
|
||||
# mypy
|
||||
.mypy_cache/
|
||||
.dmypy.json
|
||||
dmypy.json
|
||||
|
||||
# Pyre type checker
|
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.pyre/
|
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|
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# pytype static type analyzer
|
||||
.pytype/
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# Cython debug symbols
|
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cython_debug/
|
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|
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# PyCharm
|
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# JetBrains specific template is maintained in a separate JetBrains.gitignore that can
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# be found at https://github.com/github/gitignore/blob/main/Global/JetBrains.gitignore
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||||
# and can be added to the global gitignore or merged into this file. For a more nuclear
|
||||
# option (not recommended) you can uncomment the following to ignore the entire idea folder.
|
||||
#.idea/
|
||||
|
||||
1
survey_base/__init__.py
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1
survey_base/__init__.py
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from . import models
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26
survey_base/__manifest__.py
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survey_base/__manifest__.py
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# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey base",
|
||||
'summary': 'Add fields used by several survey addons',
|
||||
'description': """
|
||||
Add fields used by several survey addons
|
||||
----------------------------------------------------
|
||||
* Add record reference in survey_question and survey.user_input.line
|
||||
* Add value_file in survey.user_input.line
|
||||
* Implementation of theses fields should be in another module
|
||||
|
||||
""",
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["survey"],
|
||||
"data": [
|
||||
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
2
survey_base/models/__init__.py
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2
survey_base/models/__init__.py
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||||
from . import survey_question_answer
|
||||
from . import survey_user_input_line
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19
survey_base/models/survey_question_answer.py
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19
survey_base/models/survey_question_answer.py
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||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyQuestionAnswer(models.Model):
|
||||
_inherit = 'survey.question.answer'
|
||||
|
||||
record_reference = fields.Many2oneReference(model_field="record_reference_model", string="Record")
|
||||
record_reference_model = fields.Char("Record Model")
|
||||
46
survey_base/models/survey_user_input_line.py
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46
survey_base/models/survey_user_input_line.py
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|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
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||||
|
||||
_logger = logging.getLogger(__name__)
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||||
|
||||
|
||||
class SurveyUserInputLine(models.Model):
|
||||
_inherit = 'survey.user_input.line'
|
||||
|
||||
#attachment fields
|
||||
value_file = fields.Binary(string="File")
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||||
value_file_fname = fields.Char(string="File Name")
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||||
|
||||
#record reference fields
|
||||
record_reference = fields.Many2oneReference(model_field="record_reference_model", string="Record")
|
||||
record_reference_model = fields.Char('Record model')
|
||||
|
||||
"""set record_reference when saving survey_user_input line
|
||||
"""
|
||||
def set_record_reference_data(self, vals):
|
||||
if vals.get('answer_type') == "suggestion" and 'suggested_answer_id' in vals:
|
||||
#find model
|
||||
answer = self.env['survey.question.answer'].browse(vals['suggested_answer_id'])
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||||
vals['record_reference_model'] = answer.record_reference_model
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vals['record_reference'] = answer.record_reference
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||||
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||||
@api.model_create_multi
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||||
def create(self, vals_list):
|
||||
for vals in vals_list:
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||||
self.set_record_reference_data(vals)
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||||
return super(SurveyUserInputLine, self).create(vals_list)
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||||
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||||
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||||
def write(self, vals):
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self.set_record_reference_data(vals)
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return super(SurveyUserInputLine, self).write(vals)
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||||
|
||||
|
||||
109
survey_contact_generation/README.rst
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survey_contact_generation/README.rst
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||||
==========================
|
||||
Survey contacts generation
|
||||
==========================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:0a298d1600a5f93ffe77357631c7e799e78b23b84c362b126720e36655dd5227
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/survey/tree/15.0/survey_contact_generation
|
||||
:alt: OCA/survey
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_contact_generation
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module allows to generate new contacts from surveys answers.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To configure the contact generation:
|
||||
|
||||
#. Go to the configured survey.
|
||||
#. In the *Contact* section of the *Options* tab, set
|
||||
*Generate Contact* on, if you want contacts to be
|
||||
generated from the answers to this survey.
|
||||
#. In each question associated with a future new contact,
|
||||
specify the corresponding contact field. To do this,
|
||||
go to the 'Options' tab, then navigate to the 'Contact' group,
|
||||
and select the 'Contact field' field.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
if the survey is properly configured, once it is submited
|
||||
by an anonomous user, a new contact is create or an
|
||||
existing one is linked.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
|
||||
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
|
||||
`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_contact_generation%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
|
||||
Do not contact contributors directly about support or help with technical issues.
|
||||
|
||||
Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
|
||||
* Tecnativa
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* `Tecnativa <https://www.tecnativa.com>`_
|
||||
|
||||
* David Vidal
|
||||
* Ernesto Tejeda
|
||||
* Stefan Ungureanu
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
|
||||
This module is maintained by the OCA.
|
||||
|
||||
.. image:: https://odoo-community.org/logo.png
|
||||
:alt: Odoo Community Association
|
||||
:target: https://odoo-community.org
|
||||
|
||||
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.
|
||||
|
||||
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
|
||||
:target: https://github.com/chienandalu
|
||||
:alt: chienandalu
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-chienandalu|
|
||||
|
||||
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_contact_generation>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
1
survey_contact_generation/__init__.py
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1
survey_contact_generation/__init__.py
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||||
from . import models
|
||||
24
survey_contact_generation/__manifest__.py
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survey_contact_generation/__manifest__.py
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|
||||
# Copyright 2023 Tecnativa - David Vidal
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
{
|
||||
"name": "Survey contacts generation",
|
||||
"summary": "Generate new contacts from surveys",
|
||||
"version": "16.0.1.0.0",
|
||||
"development_status": "Beta",
|
||||
"category": "Marketing/Survey",
|
||||
"website": "https://github.com/OCA/survey",
|
||||
"author": "Tecnativa, Odoo Community Association (OCA)",
|
||||
"maintainers": ["clement_thomas"],
|
||||
"license": "AGPL-3",
|
||||
"depends": ["survey"],
|
||||
"data": [
|
||||
"views/survey_question_views.xml",
|
||||
"views/survey_survey_views.xml",
|
||||
],
|
||||
"demo": ["demo/survey_contact_generation_demo.xml"],
|
||||
"assets": {
|
||||
"web.assets_tests": [
|
||||
"/survey_contact_generation/static/tests/survey_contact_generation_tour.js",
|
||||
],
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,100 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!-- Survey-->
|
||||
<record model="survey.survey" id="survey_contact_creation">
|
||||
<field name="title">Contact Creation Survey</field>
|
||||
<field name="access_token">80e5f1e2-1a9d-4c51-8e23-09e93f7fa2c5</field>
|
||||
<field name="access_mode">public</field>
|
||||
<field name="users_can_go_back" eval="True" />
|
||||
<field name="generate_contact" eval="True" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q0">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">0</field>
|
||||
<field name="title">Name</field>
|
||||
<field name="question_type">char_box</field>
|
||||
<field name="constr_mandatory" eval="True" />
|
||||
<field name="res_partner_field" ref="base.field_res_partner__name" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q1">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">1</field>
|
||||
<field name="title">Email</field>
|
||||
<field name="question_type">char_box</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__email" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q2">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">2</field>
|
||||
<field name="title">Notes</field>
|
||||
<field name="question_type">text_box</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__comment" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q3">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">3</field>
|
||||
<field name="title">Color</field>
|
||||
<field name="question_type">numerical_box</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__color" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q4">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">4</field>
|
||||
<field name="title">Date</field>
|
||||
<field name="question_type">date</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__date" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q5">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">4</field>
|
||||
<field name="title">Country</field>
|
||||
<field name="question_type">simple_choice</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__country_id" />
|
||||
</record>
|
||||
<record model="survey.question.answer" id="survey_contact_q5_sug1">
|
||||
<field name="question_id" ref="survey_contact_q5" />
|
||||
<field name="sequence">1</field>
|
||||
<field name="value">Spain</field>
|
||||
<field name="res_partner_field_resource_ref" ref="base.es" />
|
||||
</record>
|
||||
<record model="survey.question.answer" id="survey_contact_q5_sug2">
|
||||
<field name="question_id" ref="survey_contact_q5" />
|
||||
<field name="sequence">2</field>
|
||||
<field name="value">Romania</field>
|
||||
<field name="res_partner_field_resource_ref" ref="base.ro" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_contact_q6">
|
||||
<field name="survey_id" ref="survey_contact_creation" />
|
||||
<field name="sequence">4</field>
|
||||
<field name="title">Tags</field>
|
||||
<field name="question_type">multiple_choice</field>
|
||||
<field name="res_partner_field" ref="base.field_res_partner__category_id" />
|
||||
</record>
|
||||
<record model="survey.question.answer" id="survey_contact_q6_sug1">
|
||||
<field name="question_id" ref="survey_contact_q6" />
|
||||
<field name="sequence">1</field>
|
||||
<field name="value">Vendor</field>
|
||||
<field
|
||||
name="res_partner_field_resource_ref"
|
||||
ref="base.res_partner_category_0"
|
||||
/>
|
||||
</record>
|
||||
<record model="survey.question.answer" id="survey_contact_q6_sug2">
|
||||
<field name="question_id" ref="survey_contact_q6" />
|
||||
<field name="sequence">2</field>
|
||||
<field name="value">Prospects</field>
|
||||
<field
|
||||
name="res_partner_field_resource_ref"
|
||||
ref="base.res_partner_category_2"
|
||||
/>
|
||||
</record>
|
||||
<record model="survey.question.answer" id="survey_contact_q6_sug3">
|
||||
<field name="question_id" ref="survey_contact_q6" />
|
||||
<field name="sequence">3</field>
|
||||
<field name="value">Employees</field>
|
||||
<field
|
||||
name="res_partner_field_resource_ref"
|
||||
ref="base.res_partner_category_3"
|
||||
/>
|
||||
</record>
|
||||
</odoo>
|
||||
168
survey_contact_generation/i18n/es.po
Normal file
168
survey_contact_generation/i18n/es.po
Normal file
@@ -0,0 +1,168 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_contact_generation
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 13.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-06-14 11:55+0000\n"
|
||||
"PO-Revision-Date: 2023-06-14 13:58+0200\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"Language: es\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"Plural-Forms: \n"
|
||||
"X-Generator: Poedit 3.0.1\n"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__allowed_field_ids
|
||||
msgid "Allowed Field"
|
||||
msgstr "Campo permitido"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q3
|
||||
msgid "Color"
|
||||
msgstr "Color"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_form
|
||||
#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_question_form
|
||||
msgid "Contact"
|
||||
msgstr "Contacto"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.survey,title:survey_contact_generation.survey_contact_creation
|
||||
msgid "Contact Creation Survey"
|
||||
msgstr "Encuesta de creación de contactos"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__res_partner_field
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field
|
||||
msgid "Contact field"
|
||||
msgstr "Campo de contacto"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field_resource_ref
|
||||
msgid "Contact field value"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q5
|
||||
msgid "Country"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q4
|
||||
msgid "Date"
|
||||
msgstr "Fecha"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q1
|
||||
msgid "Email"
|
||||
msgstr "Correo electrónico"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug3
|
||||
msgid "Employees"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__generate_contact
|
||||
msgid "Generate Contact"
|
||||
msgstr "Generar contacto"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__generate_contact
|
||||
msgid "Generate contacts for anonymous survey users"
|
||||
msgstr "Generar contacto para encuestas anónimas"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q0
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q1
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q2
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q3
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q4
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q5
|
||||
#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q6
|
||||
msgid "If other, please specify:"
|
||||
msgstr "Si es otro, especifíquelo:"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q0
|
||||
msgid "Name"
|
||||
msgstr "Nombre"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q2
|
||||
msgid "Notes"
|
||||
msgstr "Notas"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug2
|
||||
msgid "Prospects"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug2
|
||||
msgid "Romania"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug1
|
||||
msgid "Spain"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_survey
|
||||
msgid "Survey"
|
||||
msgstr "Planificación"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_question_answer
|
||||
msgid "Survey Label"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_question
|
||||
msgid "Survey Question"
|
||||
msgstr "Pregunta de la encuesta"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_user_input
|
||||
msgid "Survey User Input"
|
||||
msgstr "Entrada de usuario de la encuesta"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,title:survey_contact_generation.survey_contact_q6
|
||||
msgid "Tags"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q0
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q1
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q2
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q3
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q4
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q5
|
||||
#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q6
|
||||
msgid "The answer you entered is not valid."
|
||||
msgstr "La respuesta que has introducido no es válida."
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q0
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q1
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q2
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q3
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q4
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q5
|
||||
#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q6
|
||||
msgid "This question requires an answer."
|
||||
msgstr "Esta pregunta requiere una respuesta."
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug1
|
||||
msgid "Vendor"
|
||||
msgstr ""
|
||||
64
survey_contact_generation/i18n/fr.po
Normal file
64
survey_contact_generation/i18n/fr.po
Normal file
@@ -0,0 +1,64 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_contact_generation
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-09-19 14:33+0000\n"
|
||||
"PO-Revision-Date: 2023-09-19 14:33+0000\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__allowed_field_ids
|
||||
msgid "Allowed Field"
|
||||
msgstr "Champs autorisés"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_form
|
||||
#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_question_form
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__res_partner_field
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field
|
||||
msgid "Contact field"
|
||||
msgstr "Champ contact"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field_resource_ref
|
||||
msgid "Contact field value"
|
||||
msgstr "Valeur du champ contact"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__generate_contact
|
||||
msgid "Generate Contact"
|
||||
msgstr "Générer un contact"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__generate_contact
|
||||
msgid "Generate contacts for anonymous survey users"
|
||||
msgstr "Générer des contacts pour les questionnaires anonymes"
|
||||
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_question_answer
|
||||
msgid "Survey Label"
|
||||
msgstr "Étiquette du questionnaire"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_question
|
||||
msgid "Survey Question"
|
||||
msgstr "Question du questionnaire"
|
||||
|
||||
#. module: survey_contact_generation
|
||||
#: model:ir.model,name:survey_contact_generation.model_survey_user_input
|
||||
msgid "Survey User Input"
|
||||
msgstr "Entrée utilisateur du questionnaire"
|
||||
3
survey_contact_generation/models/__init__.py
Normal file
3
survey_contact_generation/models/__init__.py
Normal file
@@ -0,0 +1,3 @@
|
||||
from . import survey_question
|
||||
from . import survey_survey
|
||||
from . import survey_user_input
|
||||
80
survey_contact_generation/models/survey_question.py
Normal file
80
survey_contact_generation/models/survey_question.py
Normal file
@@ -0,0 +1,80 @@
|
||||
# Copyright 2022 Tecnativa - David Vidal
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class SurveyQuestion(models.Model):
|
||||
_inherit = "survey.question"
|
||||
|
||||
allowed_field_ids = fields.Many2many(
|
||||
comodel_name="ir.model.fields",
|
||||
compute="_compute_allowed_field_ids",
|
||||
)
|
||||
res_partner_field = fields.Many2one(
|
||||
string="Contact field",
|
||||
comodel_name="ir.model.fields",
|
||||
domain="[('id', 'in', allowed_field_ids)]",
|
||||
)
|
||||
|
||||
@api.depends("question_type")
|
||||
def _compute_allowed_field_ids(self):
|
||||
type_mapping = {
|
||||
"char_box": ["char", "text"],
|
||||
"text_box": ["html"],
|
||||
"numerical_box": ["integer", "float", "html", "char"],
|
||||
"date": ["date", "text", "char"],
|
||||
"datetime": ["datetime", "html", "char"],
|
||||
"simple_choice": ["many2one", "html", "char"],
|
||||
"multiple_choice": ["many2many", "html", "char"],
|
||||
}
|
||||
for record in self:
|
||||
record.allowed_field_ids = (
|
||||
self.env["ir.model.fields"]
|
||||
.search(
|
||||
[
|
||||
("model", "=", "res.partner"),
|
||||
("ttype", "in", type_mapping.get(record.question_type, [])),
|
||||
]
|
||||
)
|
||||
.ids
|
||||
)
|
||||
|
||||
|
||||
class SurveyQuestionAnswer(models.Model):
|
||||
_inherit = "survey.question.answer"
|
||||
|
||||
@api.model
|
||||
def default_get(self, fields):
|
||||
result = super().default_get(fields)
|
||||
if (
|
||||
not result.get("res_partner_field")
|
||||
or "res_partner_field_resource_ref" not in fields
|
||||
):
|
||||
return result
|
||||
partner_field = self.env["ir.model.fields"].browse(result["res_partner_field"])
|
||||
# Otherwise we'll just use the value (char, text)
|
||||
if partner_field.ttype not in {"many2one", "many2many"}:
|
||||
return result
|
||||
res = self.env[partner_field.relation].search([], limit=1)
|
||||
if res:
|
||||
result["res_partner_field_resource_ref"] = "%s,%s" % (
|
||||
partner_field.relation,
|
||||
res.id,
|
||||
)
|
||||
return result
|
||||
|
||||
@api.model
|
||||
def _selection_res_partner_field_resource_ref(self):
|
||||
return [(model.model, model.name) for model in self.env["ir.model"].search([])]
|
||||
|
||||
res_partner_field = fields.Many2one(related="question_id.res_partner_field")
|
||||
res_partner_field_resource_ref = fields.Reference(
|
||||
string="Contact field value",
|
||||
selection="_selection_res_partner_field_resource_ref",
|
||||
)
|
||||
|
||||
@api.onchange("res_partner_field_resource_ref")
|
||||
def _onchange_res_partner_field_resource_ref(self):
|
||||
"""Set the default value as the product name, although we can change it"""
|
||||
if self.res_partner_field_resource_ref:
|
||||
self.value = self.res_partner_field_resource_ref.display_name or ""
|
||||
11
survey_contact_generation/models/survey_survey.py
Normal file
11
survey_contact_generation/models/survey_survey.py
Normal file
@@ -0,0 +1,11 @@
|
||||
# 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_contact = fields.Boolean(
|
||||
help="Generate contacts for anonymous survey users",
|
||||
)
|
||||
77
survey_contact_generation/models/survey_user_input.py
Normal file
77
survey_contact_generation/models/survey_user_input.py
Normal file
@@ -0,0 +1,77 @@
|
||||
# Copyright 2022 Tecnativa - David Vidal
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
from odoo import models
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = "survey.user_input"
|
||||
|
||||
def _prepare_partner(self):
|
||||
"""Extract partner values from the answers"""
|
||||
self.ensure_one()
|
||||
elegible_inputs = self.user_input_line_ids.filtered(
|
||||
lambda x: x.question_id.res_partner_field and not x.skipped
|
||||
)
|
||||
basic_inputs = elegible_inputs.filtered(
|
||||
lambda x: x.answer_type not in {"suggestion"}
|
||||
and x.question_id.res_partner_field.name != "comment"
|
||||
)
|
||||
vals = {
|
||||
line.question_id.res_partner_field.name: line[f"value_{line.answer_type}"]
|
||||
for line in basic_inputs
|
||||
}
|
||||
for line in elegible_inputs - basic_inputs:
|
||||
field_name = line.question_id.res_partner_field.name
|
||||
if line.question_id.res_partner_field.ttype == "many2one":
|
||||
vals[
|
||||
field_name
|
||||
] = line.suggested_answer_id.res_partner_field_resource_ref.id
|
||||
elif line.question_id.res_partner_field.ttype == "many2many":
|
||||
vals.setdefault(field_name, [])
|
||||
vals[field_name] += [
|
||||
(4, line.suggested_answer_id.res_partner_field_resource_ref.id)
|
||||
]
|
||||
# We'll use the comment field to add any other infos
|
||||
elif field_name == "comment":
|
||||
vals.setdefault("comment", "")
|
||||
value = (
|
||||
line.suggested_answer_id.value
|
||||
if line.answer_type == "suggestion"
|
||||
else line[f"value_{line.answer_type}"]
|
||||
)
|
||||
vals["comment"] += f"\n{line.question_id.title}: {value}"
|
||||
else:
|
||||
if line.question_id.question_type == "multiple_choice":
|
||||
if not vals.get(field_name):
|
||||
vals[field_name] = line.suggested_answer_id.value
|
||||
else:
|
||||
vals[field_name] += line.suggested_answer_id.value
|
||||
else:
|
||||
vals[field_name] = line.suggested_answer_id.value
|
||||
return vals
|
||||
|
||||
def _create_contact_post_process(self, partner):
|
||||
"""After creating the lead send an internal message with the input link"""
|
||||
partner.message_post_with_view(
|
||||
"mail.message_origin_link",
|
||||
values={"self": partner, "origin": self.survey_id},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
)
|
||||
|
||||
def _mark_done(self):
|
||||
"""Generate the contact when the survey is submitted"""
|
||||
for user_input in self.filtered(
|
||||
lambda r: r.survey_id.generate_contact# and not self.partner_id #uncomment to avoid contact generation several times
|
||||
):
|
||||
vals = user_input._prepare_partner()
|
||||
partner = False
|
||||
email = vals.get("email")
|
||||
if email:
|
||||
partner = self.env["res.partner"].search(
|
||||
[("email", "=", email)], limit=1
|
||||
)
|
||||
if not partner:
|
||||
partner = self.env["res.partner"].create(vals)
|
||||
self._create_contact_post_process(partner)
|
||||
self.update({"partner_id": partner.id, "email": partner.email})
|
||||
return super()._mark_done()
|
||||
10
survey_contact_generation/readme/CONFIGURE.rst
Normal file
10
survey_contact_generation/readme/CONFIGURE.rst
Normal file
@@ -0,0 +1,10 @@
|
||||
To configure the contact generation:
|
||||
|
||||
#. Go to the configured survey.
|
||||
#. In the *Contact* section of the *Options* tab, set
|
||||
*Generate Contact* on, if you want contacts to be
|
||||
generated from the answers to this survey.
|
||||
#. In each question associated with a future new contact,
|
||||
specify the corresponding contact field. To do this,
|
||||
go to the 'Options' tab, then navigate to the 'Contact' group,
|
||||
and select the 'Contact field' field.
|
||||
5
survey_contact_generation/readme/CONTRIBUTORS.rst
Normal file
5
survey_contact_generation/readme/CONTRIBUTORS.rst
Normal file
@@ -0,0 +1,5 @@
|
||||
* `Tecnativa <https://www.tecnativa.com>`_
|
||||
|
||||
* David Vidal
|
||||
* Ernesto Tejeda
|
||||
* Stefan Ungureanu
|
||||
1
survey_contact_generation/readme/DESCRIPTION.rst
Normal file
1
survey_contact_generation/readme/DESCRIPTION.rst
Normal file
@@ -0,0 +1 @@
|
||||
This module allows to generate new contacts from surveys answers.
|
||||
3
survey_contact_generation/readme/USAGE.rst
Normal file
3
survey_contact_generation/readme/USAGE.rst
Normal file
@@ -0,0 +1,3 @@
|
||||
if the survey is properly configured, once it is submited
|
||||
by an anonomous user, a new contact is create or an
|
||||
existing one is linked.
|
||||
BIN
survey_contact_generation/static/description/icon.png
Normal file
BIN
survey_contact_generation/static/description/icon.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 8.1 KiB |
450
survey_contact_generation/static/description/index.html
Normal file
450
survey_contact_generation/static/description/index.html
Normal file
@@ -0,0 +1,450 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
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|
||||
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|
||||
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|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>Survey contacts generation</title>
|
||||
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|
||||
|
||||
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|
||||
:Author: David Goodger (goodger@python.org)
|
||||
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|
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|
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|
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|
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|
||||
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|
||||
|
||||
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|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="survey-contacts-generation">
|
||||
<h1 class="title">Survey contacts generation</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:0a298d1600a5f93ffe77357631c7e799e78b23b84c362b126720e36655dd5227
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/15.0/survey_contact_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-15-0/survey-15-0-survey_contact_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=15.0"><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 new contacts 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="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<p>To configure the contact generation:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to the configured survey.</li>
|
||||
<li>In the <em>Contact</em> section of the <em>Options</em> tab, set
|
||||
<em>Generate Contact</em> on, if you want contacts to be
|
||||
generated from the answers to this survey.</li>
|
||||
<li>In each question associated with a future new contact,
|
||||
specify the corresponding contact field. To do this,
|
||||
go to the ‘Options’ tab, then navigate to the ‘Contact’ group,
|
||||
and select the ‘Contact field’ field.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<p>if the survey is properly configured, once it is submited
|
||||
by an anonomous user, a new contact is create or an
|
||||
existing one is linked.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">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_contact_generation%0Aversion:%2015.0%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-4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a><ul>
|
||||
<li>David Vidal</li>
|
||||
<li>Ernesto Tejeda</li>
|
||||
<li>Stefan Ungureanu</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/chienandalu"><img alt="chienandalu" src="https://github.com/chienandalu.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/survey/tree/15.0/survey_contact_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>
|
||||
@@ -0,0 +1,82 @@
|
||||
odoo.define("survey.tour_test_survey_contact_generation", function (require) {
|
||||
"use strict";
|
||||
|
||||
const tour = require("web_tour.tour");
|
||||
|
||||
tour.register(
|
||||
"test_survey_contact_generation",
|
||||
{
|
||||
test: true,
|
||||
url: "/survey/start/80e5f1e2-1a9d-4c51-8e23-09e93f7fa2c5",
|
||||
},
|
||||
[
|
||||
{
|
||||
content: "Click on Start",
|
||||
trigger: "button.btn:contains('Start Survey')",
|
||||
},
|
||||
{
|
||||
content: "Name",
|
||||
trigger: "div.js_question-wrapper:contains('Name') input",
|
||||
run: "text My Name",
|
||||
},
|
||||
{
|
||||
content: "Email",
|
||||
trigger: "div.js_question-wrapper:contains('Email') input",
|
||||
run: "text survey_contact_generation@test.com",
|
||||
},
|
||||
{
|
||||
content: "Notes",
|
||||
trigger: "div.js_question-wrapper:contains('Notes') textarea",
|
||||
run: "text This is a test note",
|
||||
},
|
||||
{
|
||||
content: "Color",
|
||||
trigger: "div.js_question-wrapper:contains('Color') input",
|
||||
run: "text 1",
|
||||
},
|
||||
{
|
||||
content: "Date",
|
||||
trigger: "div.js_question-wrapper:contains('Date') input",
|
||||
run: "text 01/01/2023",
|
||||
},
|
||||
{
|
||||
content: "Country",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('Country') label:contains('Romania') i",
|
||||
run: function () {
|
||||
$(
|
||||
"div.js_question-wrapper:contains('Country') label:contains('Romania') i"
|
||||
).prop("checked", true);
|
||||
},
|
||||
},
|
||||
{
|
||||
content: "Tags",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('Tags') label:contains('Prospects') i",
|
||||
run: function () {
|
||||
$(
|
||||
"div.js_question-wrapper:contains('Tags') label:contains('Prospects') i"
|
||||
).prop("checked", true);
|
||||
},
|
||||
},
|
||||
{
|
||||
content: "Tags",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('Tags') label:contains('Vendor') i",
|
||||
run: function () {
|
||||
$(
|
||||
"div.js_question-wrapper:contains('Tags') label:contains('Vendor') i"
|
||||
).prop("checked", true);
|
||||
},
|
||||
},
|
||||
{
|
||||
content: "Click Submit",
|
||||
trigger: "button[value='finish']",
|
||||
},
|
||||
{
|
||||
content: "Thank you",
|
||||
trigger: "h1:contains('Thank you!')",
|
||||
},
|
||||
]
|
||||
);
|
||||
});
|
||||
1
survey_contact_generation/tests/__init__.py
Normal file
1
survey_contact_generation/tests/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import test_survey_contact_generation
|
||||
@@ -0,0 +1,31 @@
|
||||
# Copyright 2023 Tecnativa - David Vidal
|
||||
# Copyright 2023 Tecnativa - Stefan Ungureanu
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
from odoo.tests import HttpCase, tagged
|
||||
|
||||
from odoo.addons.survey.tests.common import SurveyCase
|
||||
|
||||
|
||||
@tagged("-at_install", "post_install")
|
||||
class SurveyContactGenerationCase(SurveyCase, HttpCase):
|
||||
def setUp(self):
|
||||
"""We run the tour in the setup so we can share the tests case with other
|
||||
modules"""
|
||||
super().setUp()
|
||||
self.survey = self.env.ref("survey_contact_generation.survey_contact_creation")
|
||||
initial_user_inputs = self.survey.user_input_ids
|
||||
# Run the survey as a portal user and get the generated quotation
|
||||
self.start_tour(
|
||||
f"/survey/start/{self.survey.access_token}",
|
||||
"test_survey_contact_generation",
|
||||
)
|
||||
self.user_input = self.survey.user_input_ids - initial_user_inputs
|
||||
|
||||
|
||||
@tagged("-at_install", "post_install")
|
||||
class SurveyContactGenerationTests(SurveyContactGenerationCase):
|
||||
def test_contact_generation(self):
|
||||
partner = self.env["res.partner"].search(
|
||||
[("email", "=", "survey_contact_generation@test.com")]
|
||||
)
|
||||
self.assertEqual(partner, self.user_input.partner_id)
|
||||
32
survey_contact_generation/views/survey_question_views.xml
Normal file
32
survey_contact_generation/views/survey_question_views.xml
Normal file
@@ -0,0 +1,32 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="survey_question_form" model="ir.ui.view">
|
||||
<field name="model">survey.question</field>
|
||||
<field name="inherit_id" ref="survey.survey_question_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='comments_allowed']/.." position="after">
|
||||
<group name="contact" string="Contact">
|
||||
<field name="res_partner_field" widget="selection" />
|
||||
<field name="allowed_field_ids" invisible="1" />
|
||||
</group>
|
||||
</xpath>
|
||||
<xpath expr="//field[@name='suggested_answer_ids']" position="attributes">
|
||||
<attribute
|
||||
name="context"
|
||||
>{'default_question_id': active_id, 'default_res_partner_field': res_partner_field}</attribute>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//field[@name='suggested_answer_ids']//field[@name='value']"
|
||||
position="after"
|
||||
>
|
||||
<field name="res_partner_field" invisible="1" />
|
||||
<field
|
||||
name="res_partner_field_resource_ref"
|
||||
readonly="False"
|
||||
options="{'hide_model': True, 'no_create': True, 'no_edit': True, 'no_open': True}"
|
||||
attrs="{'column_invisible': [('parent.res_partner_field', '=', False)]}"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
14
survey_contact_generation/views/survey_survey_views.xml
Normal file
14
survey_contact_generation/views/survey_survey_views.xml
Normal file
@@ -0,0 +1,14 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="survey_form" model="ir.ui.view">
|
||||
<field name="model">survey.survey</field>
|
||||
<field name="inherit_id" ref="survey.survey_survey_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<group name="options" position="inside">
|
||||
<group name="contact_options" string="Contact">
|
||||
<field name="generate_contact" />
|
||||
</group>
|
||||
</group>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
105
survey_crm_generation/README.rst
Normal file
105
survey_crm_generation/README.rst
Normal file
@@ -0,0 +1,105 @@
|
||||
=======================
|
||||
Survey leads generation
|
||||
=======================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:72ceb1068020aaec4baba6df86a6b1b024793db57bdfc2cec8374da9cac8d031
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation
|
||||
:alt: OCA/survey
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module allows to generate leads/opportunities from surveys.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To configure the leads/opportunities generation:
|
||||
|
||||
#. Go to the configured survey.
|
||||
#. In the *CRM* section of the *Options* tab, set *Generate leads* on.
|
||||
#. Optionally you can set default tags for the generated leads.
|
||||
#. You can set the crm team to assign the leads to.
|
||||
|
||||
The questions marked to be shown in the lead description will be shown there.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
Once the surveys are submited a lead/opportunity (depending on the default options for
|
||||
the company) will be generated with a link to the answers.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
|
||||
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
|
||||
`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_crm_generation%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
|
||||
Do not contact contributors directly about support or help with technical issues.
|
||||
|
||||
Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
|
||||
* Tecnativa
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* `Tecnativa <https://www.tecnativa.com>`_
|
||||
|
||||
* David Vidal
|
||||
* Stefan ungureanu
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
|
||||
This module is maintained by the OCA.
|
||||
|
||||
.. image:: https://odoo-community.org/logo.png
|
||||
:alt: Odoo Community Association
|
||||
:target: https://odoo-community.org
|
||||
|
||||
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.
|
||||
|
||||
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
|
||||
:target: https://github.com/chienandalu
|
||||
:alt: chienandalu
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-chienandalu|
|
||||
|
||||
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_crm_generation>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
1
survey_crm_generation/__init__.py
Normal file
1
survey_crm_generation/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
26
survey_crm_generation/__manifest__.py
Normal file
26
survey_crm_generation/__manifest__.py
Normal file
@@ -0,0 +1,26 @@
|
||||
# Copyright 2023 Tecnativa - David Vidal
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
{
|
||||
"name": "Survey leads generation",
|
||||
"summary": "Generate CRM leads/opportunities from surveys",
|
||||
"version": "16.0.1.0.0",
|
||||
"development_status": "Beta",
|
||||
"category": "Marketing/Survey",
|
||||
"website": "https://github.com/OCA/survey",
|
||||
"author": "Tecnativa, Odoo Community Association (OCA)",
|
||||
"maintainers": ["chienandalu"],
|
||||
"license": "AGPL-3",
|
||||
"depends": ["survey", "crm"],
|
||||
"data": [
|
||||
"views/survey_survey_views.xml",
|
||||
"views/survey_question_views.xml",
|
||||
"views/survey_user_input_views.xml",
|
||||
"views/crm_lead_views.xml",
|
||||
],
|
||||
"demo": ["demo/survey_crm_demo.xml"],
|
||||
"assets": {
|
||||
"web.assets_tests": [
|
||||
"/survey_crm_generation/static/tests/survey_crm_generation_tour.js",
|
||||
],
|
||||
},
|
||||
}
|
||||
51
survey_crm_generation/demo/survey_crm_demo.xml
Normal file
51
survey_crm_generation/demo/survey_crm_demo.xml
Normal file
@@ -0,0 +1,51 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record model="crm.tag" id="tag_survey_leads">
|
||||
<field name="name">Survey Leads</field>
|
||||
</record>
|
||||
<record model="crm.tag" id="tag_oca_partnership">
|
||||
<field name="name">OCA Partnership</field>
|
||||
</record>
|
||||
<!-- Sales Team -->
|
||||
<record model="crm.team" id="oca_partnership_leads">
|
||||
<field name="name">OCA Partnership</field>
|
||||
</record>
|
||||
<!-- Survey -->
|
||||
<record model="survey.survey" id="become_partner">
|
||||
<field name="title">Become OCA Partner</field>
|
||||
<field name="description">Be part of the Odoo Community!</field>
|
||||
<field name="access_token">08b4db21-66cc-4c69-a712-cc364c54902c</field>
|
||||
<field name="access_mode">public</field>
|
||||
<field name="generate_leads" eval="True" />
|
||||
<field name="crm_team_id" ref="oca_partnership_leads" />
|
||||
<field
|
||||
name="crm_tag_ids"
|
||||
eval="[(6,0,[ref('survey_crm_generation.tag_oca_partnership'), ref('survey_crm_generation.tag_survey_leads')])]"
|
||||
/>
|
||||
<field name="users_can_go_back" eval="True" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_oca_q0">
|
||||
<field name="survey_id" ref="become_partner" />
|
||||
<field name="sequence">0</field>
|
||||
<field name="title">E-mail address</field>
|
||||
<field name="question_type">text_box</field>
|
||||
<field name="show_in_lead_description" eval="True" />
|
||||
<field name="constr_mandatory" eval="True" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_oca_q1">
|
||||
<field name="survey_id" ref="become_partner" />
|
||||
<field name="sequence">1</field>
|
||||
<field name="title">Your company name?</field>
|
||||
<field name="question_type">text_box</field>
|
||||
<field name="show_in_lead_description" eval="True" />
|
||||
<field name="constr_mandatory" eval="True" />
|
||||
</record>
|
||||
<record model="survey.question" id="survey_oca_q3">
|
||||
<field name="survey_id" ref="become_partner" />
|
||||
<field name="sequence">2</field>
|
||||
<field name="title">And your name?</field>
|
||||
<field name="question_type">text_box</field>
|
||||
<field name="show_in_lead_description" eval="True" />
|
||||
<field name="constr_mandatory" eval="True" />
|
||||
</record>
|
||||
</odoo>
|
||||
137
survey_crm_generation/i18n/es.po
Normal file
137
survey_crm_generation/i18n/es.po
Normal file
@@ -0,0 +1,137 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_crm_generation
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 15.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-06-01 09:49+0000\n"
|
||||
"PO-Revision-Date: 2023-06-01 12:07+0200\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"Language: es_ES\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
|
||||
"X-Generator: Poedit 3.0.1\n"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,title:survey_crm_generation.survey_oca_q3
|
||||
msgid "And your name?"
|
||||
msgstr "¿Y tu nombre? "
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.survey,description:survey_crm_generation.become_partner
|
||||
msgid "Be part of the Odoo Community!"
|
||||
msgstr "¡Se parte de la comunidad de Odoo!"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.survey,title:survey_crm_generation.become_partner
|
||||
msgid "Become OCA Partner"
|
||||
msgstr "Conviértete en miembro OCA"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_form
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_question_form
|
||||
msgid "CRM"
|
||||
msgstr "CRM"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_tag_ids
|
||||
msgid "Crm Tag"
|
||||
msgstr "Etiqueta CRM"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_team_id
|
||||
msgid "Crm Team"
|
||||
msgstr "Equipo CRM"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,title:survey_crm_generation.survey_oca_q0
|
||||
msgid "E-mail address"
|
||||
msgstr "Dirección de correo electrónico"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__generate_leads
|
||||
msgid "Generate Leads"
|
||||
msgstr "Generación de iniciativa"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__generate_leads
|
||||
msgid "Generate leads/opportunities linked to the generated quotations"
|
||||
msgstr "Generar iniciativas/oportunidades vinculadas a las ofertas generadas"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q0
|
||||
#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q1
|
||||
#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q3
|
||||
msgid "If other, please specify:"
|
||||
msgstr "Si es otro, especifíquelo:"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Iniciativa/Oportunidad"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:crm.tag,name:survey_crm_generation.tag_oca_partnership
|
||||
#: model:crm.team,name:survey_crm_generation.oca_partnership_leads
|
||||
msgid "OCA Partnership"
|
||||
msgstr "Asociación OCA"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_user_input__opportunity_id
|
||||
msgid "Opportunity"
|
||||
msgstr "Oportunidad"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__crm_tag_ids
|
||||
msgid "Set the default crm tags in the generated leads/opportunities"
|
||||
msgstr "Establecer las etiquetas crm por defecto en las iniciativas/oportunidades generadas"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_question__show_in_lead_description
|
||||
msgid "Show In Lead Description"
|
||||
msgstr "Mostrar en la descripción de la iniciativa"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_survey
|
||||
msgid "Survey"
|
||||
msgstr "Encuesta"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:crm.tag,name:survey_crm_generation.tag_survey_leads
|
||||
msgid "Survey Leads"
|
||||
msgstr "Encuesta de la iniciativa"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_question
|
||||
msgid "Survey Question"
|
||||
msgstr "Pregunta de la encuesta"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_user_input
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_crm_lead__survey_user_input_id
|
||||
msgid "Survey User Input"
|
||||
msgstr "Respuestas de los usuarios"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q0
|
||||
#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q1
|
||||
#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q3
|
||||
msgid "The answer you entered is not valid."
|
||||
msgstr "La respuesta que has introducido no es válida."
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q0
|
||||
#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q1
|
||||
#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q3
|
||||
msgid "This question requires an answer."
|
||||
msgstr "Esta pregunta requiere una respuesta."
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:survey.question,title:survey_crm_generation.survey_oca_q1
|
||||
msgid "Your company name?"
|
||||
msgstr "¿El nombre de su empresa?"
|
||||
85
survey_crm_generation/i18n/fr.po
Normal file
85
survey_crm_generation/i18n/fr.po
Normal file
@@ -0,0 +1,85 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_crm_generation
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-10-24 08:50+0000\n"
|
||||
"PO-Revision-Date: 2023-10-24 08:50+0000\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_form
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_question_form
|
||||
msgid "CRM"
|
||||
msgstr ""
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_tag_ids
|
||||
msgid "Crm Tag"
|
||||
msgstr "Étiquette CRM"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_team_id
|
||||
msgid "Crm Team"
|
||||
msgstr "Équipe commerciale"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__generate_leads
|
||||
msgid "Generate Leads"
|
||||
msgstr "Générer des pistes"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__generate_leads
|
||||
msgid "Generate leads/opportunities linked to the generated quotations"
|
||||
msgstr "Générer des pistes / opportunités liées aux devis"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Piste/Opportunité"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_user_input__opportunity_id
|
||||
msgid "Opportunity"
|
||||
msgstr "Opportunité"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__crm_tag_ids
|
||||
msgid "Set the default crm tags in the generated leads/opportunities"
|
||||
msgstr "Attribuer les étiquettes par défault dans les pistes générées"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_question__show_in_lead_description
|
||||
msgid "Show In Lead Description"
|
||||
msgstr "Montrer dans la description de la piste CRM"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_survey
|
||||
msgid "Survey"
|
||||
msgstr "Questionnaire"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_question
|
||||
msgid "Survey Question"
|
||||
msgstr "Question du questionnaire"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#: model:ir.model,name:survey_crm_generation.model_survey_user_input
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation.field_crm_lead__survey_user_input_id
|
||||
msgid "Survey User Input"
|
||||
msgstr "Entrée utilisateur du questionnaire"
|
||||
|
||||
#. module: survey_crm_generation
|
||||
#. odoo-python
|
||||
#: code:addons/survey_crm_generation/models/survey_user_input.py:0
|
||||
#, python-format
|
||||
msgid "Survey answers: "
|
||||
msgstr "Réponses au questionnaire : "
|
||||
4
survey_crm_generation/models/__init__.py
Normal file
4
survey_crm_generation/models/__init__.py
Normal file
@@ -0,0 +1,4 @@
|
||||
from . import crm_lead
|
||||
from . import survey_question
|
||||
from . import survey_survey
|
||||
from . import survey_user_input
|
||||
9
survey_crm_generation/models/crm_lead.py
Normal file
9
survey_crm_generation/models/crm_lead.py
Normal file
@@ -0,0 +1,9 @@
|
||||
# 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")
|
||||
9
survey_crm_generation/models/survey_question.py
Normal file
9
survey_crm_generation/models/survey_question.py
Normal file
@@ -0,0 +1,9 @@
|
||||
# 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()
|
||||
16
survey_crm_generation/models/survey_survey.py
Normal file
16
survey_crm_generation/models/survey_survey.py
Normal file
@@ -0,0 +1,16 @@
|
||||
# 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")
|
||||
76
survey_crm_generation/models/survey_user_input.py
Normal file
76
survey_crm_generation/models/survey_user_input.py
Normal file
@@ -0,0 +1,76 @@
|
||||
# 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
|
||||
8
survey_crm_generation/readme/CONFIGURE.rst
Normal file
8
survey_crm_generation/readme/CONFIGURE.rst
Normal file
@@ -0,0 +1,8 @@
|
||||
To configure the leads/opportunities generation:
|
||||
|
||||
#. Go to the configured survey.
|
||||
#. In the *CRM* section of the *Options* tab, set *Generate leads* on.
|
||||
#. Optionally you can set default tags for the generated leads.
|
||||
#. You can set the crm team to assign the leads to.
|
||||
|
||||
The questions marked to be shown in the lead description will be shown there.
|
||||
4
survey_crm_generation/readme/CONTRIBUTORS.rst
Normal file
4
survey_crm_generation/readme/CONTRIBUTORS.rst
Normal file
@@ -0,0 +1,4 @@
|
||||
* `Tecnativa <https://www.tecnativa.com>`_
|
||||
|
||||
* David Vidal
|
||||
* Stefan ungureanu
|
||||
1
survey_crm_generation/readme/DESCRIPTION.rst
Normal file
1
survey_crm_generation/readme/DESCRIPTION.rst
Normal file
@@ -0,0 +1 @@
|
||||
This module allows to generate leads/opportunities from surveys.
|
||||
2
survey_crm_generation/readme/USAGE.rst
Normal file
2
survey_crm_generation/readme/USAGE.rst
Normal file
@@ -0,0 +1,2 @@
|
||||
Once the surveys are submited a lead/opportunity (depending on the default options for
|
||||
the company) will be generated with a link to the answers.
|
||||
BIN
survey_crm_generation/static/description/icon.png
Normal file
BIN
survey_crm_generation/static/description/icon.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 8.1 KiB |
445
survey_crm_generation/static/description/index.html
Normal file
445
survey_crm_generation/static/description/index.html
Normal file
@@ -0,0 +1,445 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
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|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="survey-leads-generation">
|
||||
<h1 class="title">Survey leads generation</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:72ceb1068020aaec4baba6df86a6b1b024793db57bdfc2cec8374da9cac8d031
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/15.0/survey_crm_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-15-0/survey-15-0-survey_crm_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=15.0"><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 leads/opportunities from surveys.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<p>To configure the leads/opportunities generation:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to the configured survey.</li>
|
||||
<li>In the <em>CRM</em> section of the <em>Options</em> tab, set <em>Generate leads</em> on.</li>
|
||||
<li>Optionally you can set default tags for the generated leads.</li>
|
||||
<li>You can set the crm team to assign the leads to.</li>
|
||||
</ol>
|
||||
<p>The questions marked to be shown in the lead description will be shown there.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<p>Once the surveys are submited a lead/opportunity (depending on the default options for
|
||||
the company) will be generated with a link to the answers.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">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_crm_generation%0Aversion:%2015.0%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-4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a><ul>
|
||||
<li>David Vidal</li>
|
||||
<li>Stefan ungureanu</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/chienandalu"><img alt="chienandalu" src="https://github.com/chienandalu.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/survey/tree/15.0/survey_crm_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>
|
||||
@@ -0,0 +1,48 @@
|
||||
odoo.define(
|
||||
"survey_crm_generation.tour_test_survey_crm_generation",
|
||||
function (require) {
|
||||
"use strict";
|
||||
|
||||
const tour = require("web_tour.tour");
|
||||
|
||||
tour.register(
|
||||
"test_survey_crm_generation",
|
||||
{
|
||||
test: true,
|
||||
url: "/survey/start/08b4db21-66cc-4c69-a712-cc364c54902c",
|
||||
},
|
||||
[
|
||||
{
|
||||
content: "Start Survey",
|
||||
trigger: "button.btn:contains('Start Survey')",
|
||||
},
|
||||
{
|
||||
content: "E-mail address",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('E-mail address') textarea",
|
||||
run: "text test@test.com",
|
||||
},
|
||||
{
|
||||
content: "Your company name?",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('Your company name?') textarea",
|
||||
run: "text Tecnativa",
|
||||
},
|
||||
{
|
||||
content: "And your name?",
|
||||
trigger:
|
||||
"div.js_question-wrapper:contains('And your name?') textarea",
|
||||
run: "text Tecnativa",
|
||||
},
|
||||
{
|
||||
content: "Click Submit",
|
||||
trigger: "button[value='finish']",
|
||||
},
|
||||
{
|
||||
content: "Thank you",
|
||||
trigger: "h1:contains('Thank you!')",
|
||||
},
|
||||
]
|
||||
);
|
||||
}
|
||||
);
|
||||
1
survey_crm_generation/tests/__init__.py
Normal file
1
survey_crm_generation/tests/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import test_survey_crm_sale_generation
|
||||
@@ -0,0 +1,49 @@
|
||||
# Copyright 2023 Tecnativa - David Vidal
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
from markupsafe import Markup
|
||||
|
||||
from odoo.tests import HttpCase, tagged
|
||||
|
||||
from odoo.addons.survey.tests.common import SurveyCase
|
||||
|
||||
|
||||
@tagged("-at_install", "post_install")
|
||||
class SurveyCrmGenerationCase(SurveyCase, HttpCase):
|
||||
def setUp(self):
|
||||
"""We run the tour in the setup so we can share the tests case with other
|
||||
modules"""
|
||||
super().setUp()
|
||||
self.oca_leads = self.env.ref("survey_crm_generation.oca_partnership_leads")
|
||||
self.survey = self.env.ref("survey_crm_generation.become_partner")
|
||||
initial_user_inputs = self.survey.user_input_ids
|
||||
# Run the survey as a portal user and get the generated quotation
|
||||
self.start_tour(
|
||||
f"/survey/start/{self.survey.access_token}",
|
||||
"test_survey_crm_generation",
|
||||
login="portal",
|
||||
)
|
||||
self.user_input = self.survey.user_input_ids - initial_user_inputs
|
||||
self.generated_lead = self.user_input.opportunity_id
|
||||
|
||||
|
||||
@tagged("-at_install", "post_install")
|
||||
class SurveyCrmGenerationTests(SurveyCrmGenerationCase):
|
||||
def test_lead_generation(self):
|
||||
self.assertFalse(self.generated_lead.stage_id.is_won)
|
||||
self.assertEqual(self.generated_lead.team_id, self.oca_leads)
|
||||
self.assertEqual(
|
||||
self.generated_lead.tag_ids,
|
||||
(
|
||||
self.env.ref("survey_crm_generation.tag_oca_partnership")
|
||||
+ self.env.ref("survey_crm_generation.tag_survey_leads")
|
||||
),
|
||||
)
|
||||
expected_lead_description = Markup(
|
||||
"<p>E-mail address: test@test.com\n"
|
||||
"Your company name?: Tecnativa\n"
|
||||
"And your name?: Tecnativa</p>"
|
||||
)
|
||||
self.assertEqual(
|
||||
self.generated_lead.description,
|
||||
expected_lead_description,
|
||||
)
|
||||
17
survey_crm_generation/views/crm_lead_views.xml
Normal file
17
survey_crm_generation/views/crm_lead_views.xml
Normal file
@@ -0,0 +1,17 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="crm_lead_view_form" model="ir.ui.view">
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="tag_ids" position="after">
|
||||
<field
|
||||
string="Created from survey"
|
||||
name="survey_user_input_id"
|
||||
attrs="{'invisible': [('survey_user_input_id', '=', False)]}"
|
||||
readonly="1"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
18
survey_crm_generation/views/survey_question_views.xml
Normal file
18
survey_crm_generation/views/survey_question_views.xml
Normal file
@@ -0,0 +1,18 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="survey_question_form" model="ir.ui.view">
|
||||
<field name="model">survey.question</field>
|
||||
<field name="inherit_id" ref="survey.survey_question_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='comments_allowed']/.." position="after">
|
||||
<group name="crm" string="CRM">
|
||||
<field
|
||||
name="show_in_lead_description"
|
||||
attrs="{'invisible': [('question_type', 'in', ['matrix'])]}"
|
||||
/>
|
||||
|
||||
</group>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
23
survey_crm_generation/views/survey_survey_views.xml
Normal file
23
survey_crm_generation/views/survey_survey_views.xml
Normal file
@@ -0,0 +1,23 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="survey_form" model="ir.ui.view">
|
||||
<field name="model">survey.survey</field>
|
||||
<field name="inherit_id" ref="survey.survey_survey_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<group name="options" position="inside">
|
||||
<group name="crm_options" string="CRM">
|
||||
<field name="generate_leads" />
|
||||
<field
|
||||
name="crm_team_id"
|
||||
attrs="{'invisible': [('generate_leads', '=', False)]}"
|
||||
/>
|
||||
<field
|
||||
name="crm_tag_ids"
|
||||
widget="many2many_tags"
|
||||
attrs="{'invisible': [('generate_leads', '=', False)]}"
|
||||
/>
|
||||
</group>
|
||||
</group>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
15
survey_crm_generation/views/survey_user_input_views.xml
Normal file
15
survey_crm_generation/views/survey_user_input_views.xml
Normal file
@@ -0,0 +1,15 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record model="ir.ui.view" id="survey_user_input_view_form">
|
||||
<field name="model">survey.user_input</field>
|
||||
<field name="inherit_id" ref="survey.survey_user_input_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="partner_id" position="before">
|
||||
<field
|
||||
name="opportunity_id"
|
||||
attrs="{'invisible': [('opportunity_id', '=', False)]}"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
1
survey_crm_generation_attachment/__init__.py
Normal file
1
survey_crm_generation_attachment/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
25
survey_crm_generation_attachment/__manifest__.py
Normal file
25
survey_crm_generation_attachment/__manifest__.py
Normal file
@@ -0,0 +1,25 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey lead generation attachment",
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
'summary': 'Link Attachments from Surveys to generated leads',
|
||||
'description': """
|
||||
Link Attachments from Surveys to generated leads
|
||||
----------------------------------------------------
|
||||
* Create new attachments on lead creation, based on attached file of survey answer (survey.user_input.line)
|
||||
|
||||
""",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["survey_base","survey_crm_generation"],
|
||||
"data": [
|
||||
|
||||
],
|
||||
"installable": True,
|
||||
"auto_install":True
|
||||
}
|
||||
1
survey_crm_generation_attachment/models/__init__.py
Normal file
1
survey_crm_generation_attachment/models/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import survey_user_input
|
||||
32
survey_crm_generation_attachment/models/survey_user_input.py
Normal file
32
survey_crm_generation_attachment/models/survey_user_input.py
Normal file
@@ -0,0 +1,32 @@
|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = 'survey.user_input'
|
||||
|
||||
def _mark_done(self):
|
||||
"""Copy attachments to crm lead"""
|
||||
res = super()._mark_done()
|
||||
for user_input in self:
|
||||
if user_input.survey_id.generate_leads and user_input.opportunity_id:
|
||||
for user_input_line in user_input.user_input_line_ids:
|
||||
if user_input_line.value_file:
|
||||
self.env['ir.attachment'].create({
|
||||
'res_model':'crm.lead',
|
||||
'res_id':user_input.opportunity_id.id,
|
||||
'name': user_input_line.value_file_fname,
|
||||
'datas': user_input_line.value_file,
|
||||
'type': 'binary'
|
||||
})
|
||||
return res
|
||||
1
survey_crm_generation_training/__init__.py
Normal file
1
survey_crm_generation_training/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
26
survey_crm_generation_training/__manifest__.py
Normal file
26
survey_crm_generation_training/__manifest__.py
Normal file
@@ -0,0 +1,26 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey Crm Generation Training",
|
||||
'summary': 'Customize lead creation from survey according to trainings',
|
||||
'description': """
|
||||
Customize lead creation from survey according to trainings
|
||||
----------------------------------------------------
|
||||
* add event products in crm.lead
|
||||
* Copy event products selected in survey answer, to created lead
|
||||
|
||||
""",
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["event","survey_crm_generation","survey_event_registration_generation","survey_event_base"],
|
||||
"data": [
|
||||
"views/crm_lead_views.xml"
|
||||
],
|
||||
"installable": True,
|
||||
"auto_install":True
|
||||
}
|
||||
48
survey_crm_generation_training/i18n/fr.po
Normal file
48
survey_crm_generation_training/i18n/fr.po
Normal file
@@ -0,0 +1,48 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_crm_generation_training
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-10-31 10:46+0000\n"
|
||||
"PO-Revision-Date: 2023-10-31 10:46+0000\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: survey_crm_generation_training
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation_training.crm_lead_view_for_crm_generation_training
|
||||
msgid ""
|
||||
"<span class=\"o_stat_value\">\n"
|
||||
" Responses\n"
|
||||
" </span>"
|
||||
msgstr ""
|
||||
"<span class=\"o_stat_value\">\n"
|
||||
" Réponses\n"
|
||||
" </span>"
|
||||
|
||||
#. module: survey_crm_generation_training
|
||||
#: model:ir.model.fields,field_description:survey_crm_generation_training.field_crm_lead__event_products_ids
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation_training.view_crm_case_opportunities_filter_survey_crm_generation_training
|
||||
msgid "Event product"
|
||||
msgstr "Produit de formation"
|
||||
|
||||
#. module: survey_crm_generation_training
|
||||
#: model:ir.model,name:survey_crm_generation_training.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Piste/Opportunité"
|
||||
|
||||
#. module: survey_crm_generation_training
|
||||
#: model:ir.model,name:survey_crm_generation_training.model_survey_user_input
|
||||
msgid "Survey User Input"
|
||||
msgstr "Entrée utilisateur du questionnaire"
|
||||
|
||||
#. module: survey_crm_generation_training
|
||||
#: model_terms:ir.ui.view,arch_db:survey_crm_generation_training.crm_lead_view_for_crm_generation_training
|
||||
msgid "View survey answer that created this lead"
|
||||
msgstr "Voir les réponses aux questionnaire qui ont créé cette piste"
|
||||
2
survey_crm_generation_training/models/__init__.py
Normal file
2
survey_crm_generation_training/models/__init__.py
Normal file
@@ -0,0 +1,2 @@
|
||||
from . import crm_lead
|
||||
from . import survey_user_input
|
||||
23
survey_crm_generation_training/models/crm_lead.py
Normal file
23
survey_crm_generation_training/models/crm_lead.py
Normal file
@@ -0,0 +1,23 @@
|
||||
# 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"
|
||||
|
||||
event_products_ids = fields.Many2many('product.product', string='Event product')
|
||||
|
||||
|
||||
def action_view_survey_user_input_id(self):
|
||||
form_view_id = self.env.ref('survey.survey_user_input_view_form').id
|
||||
if self.survey_user_input_id:
|
||||
action = self.env["ir.actions.actions"]._for_xml_id("survey.action_survey_user_input")
|
||||
action['res_id'] = self.survey_user_input_id.id
|
||||
action['domain'] = [('id', '=', self.survey_user_input_id.id)]
|
||||
action['view_type'] = 'form'
|
||||
action['view_mode'] = 'form'
|
||||
action['binding_view_types'] = 'form'
|
||||
action['view_id'] = form_view_id
|
||||
action['views'] = [(form_view_id, 'form')]
|
||||
return action
|
||||
15
survey_crm_generation_training/models/survey_user_input.py
Normal file
15
survey_crm_generation_training/models/survey_user_input.py
Normal file
@@ -0,0 +1,15 @@
|
||||
# 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"
|
||||
|
||||
def _create_opportunity_post_process(self):
|
||||
"""After lead creation from survey answer (module survey_crm_generation),
|
||||
if answer (survey_user_input) contains event_products_ids, copy it in lead.
|
||||
"""
|
||||
self.opportunity_id.event_products_ids = self.event_products_ids.ids
|
||||
|
||||
return super(SurveyUserInput, self)._create_opportunity_post_process()
|
||||
61
survey_crm_generation_training/views/crm_lead_views.xml
Normal file
61
survey_crm_generation_training/views/crm_lead_views.xml
Normal file
@@ -0,0 +1,61 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="view_crm_case_opportunities_filter_survey_crm_generation_training" model="ir.ui.view">
|
||||
<field name="name">crm.lead.search.opportunity.crm.generation.training"</field>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter" />
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="arch" type="xml">
|
||||
<filter name="salesperson" position="before">
|
||||
<filter string="Event product" name="event_product" context="{'group_by':'event_products_ids'}" />
|
||||
</filter>
|
||||
<field name="tag_ids" position="before">
|
||||
<field name="event_products_ids" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
<record id="crm_lead_view_for_crm_generation_training" model="ir.ui.view">
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="name">crm.lead.crm.generation.training</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<div name="button_box" position="inside">
|
||||
<button class="oe_stat_button"
|
||||
name="action_view_survey_user_input_id"
|
||||
type="object"
|
||||
icon="fa-wpforms"
|
||||
help="View survey answer that created this lead"
|
||||
attrs="{'invisible': [('survey_user_input_id', '=', False)]}"
|
||||
>
|
||||
<div class="o_field_widget o_stat_info">
|
||||
<span class="o_stat_value">
|
||||
Responses
|
||||
</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<field name="survey_user_input_id" position="after">
|
||||
<field
|
||||
name="event_products_ids"
|
||||
readonly="1"
|
||||
attrs="{'invisible': [('event_products_ids', '=', False)]}"
|
||||
widget="many2many_tags"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- CRM LEAD TREE VIEW -->
|
||||
<record id="crm_case_tree_view_oppor_survey_crm_generation_training" model="ir.ui.view">
|
||||
<field name="name">crm.lead.tree.opportunity.survey.crm.generation.training</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="priority">1</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_tree_view_oppor" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="name" position="after">
|
||||
<field name="event_products_ids" widget="many2many_tags" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
1
survey_event_base/__init__.py
Normal file
1
survey_event_base/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
23
survey_event_base/__manifest__.py
Normal file
23
survey_event_base/__manifest__.py
Normal file
@@ -0,0 +1,23 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey event base",
|
||||
'summary': 'Add field to reference events and product events in servey answers (survey.user_input)',
|
||||
'description': """
|
||||
Add field to reference events and product events in servey answers (survey.user_input)
|
||||
----------------------------------------------------
|
||||
*
|
||||
""",
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["event","survey_base"],
|
||||
"data": [
|
||||
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
1
survey_event_base/models/__init__.py
Normal file
1
survey_event_base/models/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import survey_user_input
|
||||
61
survey_event_base/models/survey_user_input.py
Normal file
61
survey_event_base/models/survey_user_input.py
Normal file
@@ -0,0 +1,61 @@
|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = 'survey.user_input'
|
||||
|
||||
events_ids = fields.Many2many('event.event', string='Events', compute="compute_events_ids", search="search_events_ids") #related events
|
||||
event_products_ids = fields.Many2many('product.product', string='Event products', compute="compute_event_products_ids", search="search_event_products_ids") #related event products
|
||||
|
||||
def search_events_ids(self, operator, value):
|
||||
user_input_ids = set()
|
||||
user_input_lines = self.env['survey.user_input.line'].search([('record_reference_model','=','event.event'),('record_reference','=', value)])
|
||||
for user_input_line in user_input_lines:
|
||||
user_input_ids.add(user_input_line.user_input_id.id)
|
||||
return [('id',operator,list(user_input_ids))]
|
||||
|
||||
@api.depends('user_input_line_ids')
|
||||
def compute_events_ids(self):
|
||||
"""set events_ids as answer of "event" question
|
||||
"""
|
||||
for user_input in self:
|
||||
event_ids = []
|
||||
for user_input in self:
|
||||
for user_input_line in user_input.user_input_line_ids:
|
||||
if user_input_line.record_reference_model == 'event.event':
|
||||
event_ids.append(user_input_line.record_reference)
|
||||
user_input.events_ids = event_ids
|
||||
|
||||
|
||||
def search_event_products_ids(self, operator, value):
|
||||
user_input_ids = set()
|
||||
user_input_lines = self.env['survey.user_input.line'].search([('record_reference_model','=','product.product'),('record_reference','=', value)])
|
||||
for user_input_line in user_input_lines:
|
||||
user_input_ids.add(user_input_line.user_input_id.id)
|
||||
return [('id',operator,list(user_input_ids))]
|
||||
|
||||
|
||||
|
||||
@api.depends('user_input_line_ids')
|
||||
def compute_event_products_ids(self):
|
||||
"""set event_products_ids as answer of "event product" or "multiple event products" question
|
||||
"""
|
||||
for user_input in self:
|
||||
event_products_ids = []
|
||||
for user_input in self:
|
||||
for user_input_line in user_input.user_input_line_ids:
|
||||
if user_input_line.record_reference_model == 'product.product':
|
||||
event_products_ids.append(user_input_line.record_reference)
|
||||
user_input.event_products_ids = event_products_ids
|
||||
|
||||
1
survey_event_registration_generation/__init__.py
Normal file
1
survey_event_registration_generation/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
18
survey_event_registration_generation/__manifest__.py
Normal file
18
survey_event_registration_generation/__manifest__.py
Normal file
@@ -0,0 +1,18 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey event registration generation",
|
||||
"version": "16.0.0.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["survey", "survey_base"],
|
||||
"data": [
|
||||
'views/survey_question_views.xml',
|
||||
'views/survey_survey_views.xml',
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
3
survey_event_registration_generation/models/__init__.py
Normal file
3
survey_event_registration_generation/models/__init__.py
Normal file
@@ -0,0 +1,3 @@
|
||||
from . import survey_user_input
|
||||
from . import survey_survey
|
||||
from . import survey_question
|
||||
@@ -0,0 +1,38 @@
|
||||
from email.policy import default
|
||||
from odoo import models, fields, api
|
||||
|
||||
|
||||
class SurveyQuestion(models.Model):
|
||||
_inherit = 'survey.question'
|
||||
|
||||
event_registration_allowed_field_ids = fields.Many2many(
|
||||
comodel_name="ir.model.fields",
|
||||
compute="_compute_event_registration_allowed_field_ids",
|
||||
) #fields of event registration, proposed in question, to associate answer to good event registration field, during event registration creation
|
||||
event_registration_field = fields.Many2one(
|
||||
string="Event registration field",
|
||||
comodel_name="ir.model.fields",
|
||||
domain="[('id', 'in', event_registration_allowed_field_ids)]",
|
||||
) #field of event registration selected, used in event registration creation
|
||||
|
||||
@api.depends("question_type")
|
||||
def _compute_event_registration_allowed_field_ids(self):
|
||||
"""propose all event registration fields corresponding to selected question type
|
||||
"""
|
||||
type_mapping = {
|
||||
"char_box": ["char", "text"],
|
||||
"text_box": ["html"],
|
||||
"numerical_box": ["integer", "float", "html", "char"],
|
||||
"date": ["date", "text", "char"],
|
||||
"datetime": ["datetime", "html", "char"],
|
||||
"simple_choice": ["many2one", "html", "char"],
|
||||
"multiple_choice": ["many2many", "html", "char"],
|
||||
}
|
||||
for record in self:
|
||||
search_domain = [
|
||||
("model", "=", "event.registration"),
|
||||
("ttype", "in", type_mapping.get(record.question_type, [])),
|
||||
]
|
||||
|
||||
record.event_registration_allowed_field_ids = self.env["ir.model.fields"].search(search_domain).ids
|
||||
|
||||
12
survey_event_registration_generation/models/survey_survey.py
Normal file
12
survey_event_registration_generation/models/survey_survey.py
Normal file
@@ -0,0 +1,12 @@
|
||||
# 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_registration = fields.Boolean(
|
||||
help="Generate event registration for selected event",
|
||||
)
|
||||
|
||||
@@ -0,0 +1,82 @@
|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = 'survey.user_input'
|
||||
|
||||
registration_id = fields.Many2one('event.registration', 'Event registration') #registration created automaticaly on survey post
|
||||
|
||||
|
||||
|
||||
def _prepare_registration(self):
|
||||
"""Extract registration values from the answers"""
|
||||
|
||||
elegible_inputs = self.user_input_line_ids.filtered(
|
||||
lambda x: x.question_id.event_registration_field and not x.skipped
|
||||
)
|
||||
|
||||
vals = {}
|
||||
for line in elegible_inputs:
|
||||
if line.question_id.event_registration_field.ttype == 'many2one':
|
||||
vals[line.question_id.event_registration_field.name] = line.suggested_answer_id.record_reference
|
||||
else:
|
||||
vals[line.question_id.event_registration_field.name] = line[f"value_{line.answer_type}"]
|
||||
|
||||
|
||||
return vals
|
||||
|
||||
def _create_registration_post_process(self, registration):
|
||||
"""After creating the event registration send an internal message with the input link"""
|
||||
registration.message_post_with_view(
|
||||
"mail.message_origin_link",
|
||||
values={"self": registration, "origin": self},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
)
|
||||
|
||||
def _mark_done(self):
|
||||
"""Generate registration when the survey is submitted"""
|
||||
for user_input in self.filtered(
|
||||
lambda r: r.survey_id.generate_registration and not self.registration_id
|
||||
):
|
||||
vals = user_input._prepare_registration()
|
||||
|
||||
# check doublon : if old draft registration already exists : update it
|
||||
email = vals.get('email')
|
||||
event_id = vals.get('event_id')
|
||||
old_registration = False
|
||||
if email and event_id:
|
||||
old_registration = self.env["event.registration"].search([('email','=',email),('event_id','=',event_id)])
|
||||
if old_registration:
|
||||
old_registration = old_registration[0]
|
||||
if old_registration.state == 'draft':
|
||||
registration = old_registration
|
||||
registration.write(vals)
|
||||
registration.message_post_with_view(
|
||||
"mail.message_origin_link",
|
||||
values={"edit":True, "self": registration, "origin": user_input},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
)
|
||||
|
||||
if not old_registration:
|
||||
registration = self.env["event.registration"].create(vals)
|
||||
self._create_registration_post_process(registration)
|
||||
|
||||
self.update({"registration_id": registration.id})
|
||||
res = super()._mark_done()
|
||||
|
||||
# after all, set partner id of registration as the partner of user input
|
||||
for user_input in self:
|
||||
if user_input.registration_id and user_input.partner_id:
|
||||
user_input.registration_id.partner_id = user_input.partner_id
|
||||
return res
|
||||
@@ -0,0 +1,2 @@
|
||||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_ir_model_fields_survey_user,ir.model.fields.survey.user,base.model_ir_model_fields,survey.group_survey_user,1,0,0,0
|
||||
|
@@ -0,0 +1,19 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
|
||||
<!-- Survey question form -->
|
||||
<record id="survey_question_form" model="ir.ui.view">
|
||||
<field name="model">survey.question</field>
|
||||
<field name="inherit_id" ref="survey.survey_question_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='comments_allowed']/.." position="after">
|
||||
<group name="event_registration" string="Event registration">
|
||||
<!-- event registration field, filtered by event_registration_allowed_field_ids (invisible) -->
|
||||
<field name="event_registration_field" widget="selection" />
|
||||
<field name="event_registration_allowed_field_ids" invisible="1" />
|
||||
</group>
|
||||
</xpath>
|
||||
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
@@ -0,0 +1,16 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!-- Survey form -->
|
||||
<record id="survey_form" model="ir.ui.view">
|
||||
<field name="model">survey.survey</field>
|
||||
<field name="inherit_id" ref="survey.survey_survey_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<group name="options" position="inside">
|
||||
<group name="event_registration_options" string="Events registrations">
|
||||
<!-- Possibility to generate event registration -->
|
||||
<field name="generate_registration" />
|
||||
</group>
|
||||
</group>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
@@ -0,0 +1,25 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey event generation attachment",
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
'summary': 'Link Attachments from Surveys to generated event registration',
|
||||
'description': """
|
||||
Link Attachments from Surveys to generated event registration
|
||||
----------------------------------------------------
|
||||
* Create new attachments on event registration creation, based on attached file of survey answer (survey.user_input.line)
|
||||
|
||||
""",
|
||||
"depends": ["survey_base","survey_event_registration_generation"],
|
||||
"data": [
|
||||
|
||||
],
|
||||
"installable": True,
|
||||
"auto_install":True
|
||||
}
|
||||
@@ -0,0 +1 @@
|
||||
from . import survey_user_input
|
||||
@@ -0,0 +1,32 @@
|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = 'survey.user_input'
|
||||
|
||||
def _mark_done(self):
|
||||
"""Copy attachments to event registration"""
|
||||
res = super()._mark_done()
|
||||
for user_input in self:
|
||||
if user_input.survey_id.generate_registration and user_input.registration_id:
|
||||
for user_input_line in user_input.user_input_line_ids:
|
||||
if user_input_line.value_file:
|
||||
self.env['ir.attachment'].create({
|
||||
'res_model':'event.registration',
|
||||
'res_id':user_input.registration_id.id,
|
||||
'name': user_input_line.value_file_fname,
|
||||
'datas': user_input_line.value_file,
|
||||
'type': 'binary'
|
||||
})
|
||||
return res
|
||||
1
survey_event_speaker_generation/__init__.py
Normal file
1
survey_event_speaker_generation/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
18
survey_event_speaker_generation/__manifest__.py
Normal file
18
survey_event_speaker_generation/__manifest__.py
Normal file
@@ -0,0 +1,18 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey event speaker generation",
|
||||
"version": "16.0.0.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["survey", "event_speaker"],
|
||||
"data": [
|
||||
'views/mail_templates_chatter.xml',
|
||||
'views/survey_survey_views.xml',
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
56
survey_event_speaker_generation/i18n/fr.po
Normal file
56
survey_event_speaker_generation/i18n/fr.po
Normal file
@@ -0,0 +1,56 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * survey_event_speaker_generation
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-09-19 14:42+0000\n"
|
||||
"PO-Revision-Date: 2023-09-19 14:42+0000\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_event_speaker_generation.survey_form
|
||||
msgid "Events speakers"
|
||||
msgstr "Intervenants d'événements"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model:ir.model.fields,field_description:survey_event_speaker_generation.field_survey_user_input__speaker_id
|
||||
msgid "Event speaker"
|
||||
msgstr "Intervenants"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model:ir.model.fields,field_description:survey_event_speaker_generation.field_survey_survey__generate_speaker
|
||||
msgid "Generate Speaker"
|
||||
msgstr "Générer un intervenant"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model:ir.model.fields,help:survey_event_speaker_generation.field_survey_survey__generate_speaker
|
||||
msgid "Generate speaker for selected event"
|
||||
msgstr "Générer un intervenant pour l'événement selectionné"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model:ir.model,name:survey_event_speaker_generation.model_survey_survey
|
||||
msgid "Survey"
|
||||
msgstr "Questionnaire"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model:ir.model,name:survey_event_speaker_generation.model_survey_user_input
|
||||
msgid "Survey User Input"
|
||||
msgstr "Entrée utilisateur du questionnaire"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_event_speaker_generation.message_event_speaker_assigned
|
||||
msgid "from survey answers"
|
||||
msgstr "depuis la réponse au questionnaire"
|
||||
|
||||
#. module: survey_event_speaker_generation
|
||||
#: model_terms:ir.ui.view,arch_db:survey_event_speaker_generation.message_event_speaker_assigned
|
||||
msgid "has been assigned to"
|
||||
msgstr "a été assigné à"
|
||||
2
survey_event_speaker_generation/models/__init__.py
Normal file
2
survey_event_speaker_generation/models/__init__.py
Normal file
@@ -0,0 +1,2 @@
|
||||
from . import survey_user_input
|
||||
from . import survey_survey
|
||||
11
survey_event_speaker_generation/models/survey_survey.py
Normal file
11
survey_event_speaker_generation/models/survey_survey.py
Normal file
@@ -0,0 +1,11 @@
|
||||
# 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_speaker = fields.Boolean(
|
||||
help="Generate speaker for selected event",
|
||||
) #Field to check if user wants to generate a speaker on survey submit
|
||||
46
survey_event_speaker_generation/models/survey_user_input.py
Normal file
46
survey_event_speaker_generation/models/survey_user_input.py
Normal file
@@ -0,0 +1,46 @@
|
||||
|
||||
import logging
|
||||
import textwrap
|
||||
import uuid
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import api, fields, models, _, Command
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tools import float_is_zero
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class SurveyUserInput(models.Model):
|
||||
_inherit = 'survey.user_input'
|
||||
|
||||
speaker_id = fields.Many2one('res.partner', 'Event speaker') #created partner when submit survey
|
||||
|
||||
def _get_event(self):
|
||||
"""Find event selected, in all answers"""
|
||||
for line in self.user_input_line_ids:
|
||||
if line.question_id.question_type == 'event' and not line.skipped \
|
||||
and line.answer_type != "suggestion" \
|
||||
and line.question_id.event_registration_field.name != "comment":
|
||||
return line.value_event
|
||||
|
||||
|
||||
def _create_speaker_post_process(self, speaker):
|
||||
"""Add message to chatter to note speaker creation and association with event"""
|
||||
speaker.message_post_with_view(
|
||||
"survey_event_speaker_generation.message_event_speaker_assigned",
|
||||
values={"speaker": speaker, "user_input": self, "event":self._get_event()},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
)
|
||||
|
||||
def _mark_done(self):
|
||||
"""Attach partner as speaker of event"""
|
||||
|
||||
res = super()._mark_done()
|
||||
for user_input in self.filtered(lambda r: r.survey_id.generate_speaker and not r.speaker_id and r.partner_id):
|
||||
user_input.update({"speaker_id": user_input.partner_id.id})
|
||||
user_input._get_event().speakers = [Command.link(user_input.speaker_id.id)]
|
||||
user_input._create_speaker_post_process(user_input.speaker_id)
|
||||
|
||||
return res
|
||||
@@ -0,0 +1,22 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<data>
|
||||
<!-- Message notification in res.partner chatter -->
|
||||
<template id="message_event_speaker_assigned">
|
||||
<div style="margin: 0px; padding: 0px; font-size: 13px;">
|
||||
<a href="#" t-att-data-oe-model="speaker._name" t-att-data-oe-id="speaker.id">
|
||||
<t t-esc="speaker.name" />
|
||||
</a>
|
||||
has been assigned as speaker to
|
||||
<a href="#" t-att-data-oe-model="event._name" t-att-data-oe-id="event.id">
|
||||
<t t-esc="event.display_name" />
|
||||
</a>
|
||||
from survey answers
|
||||
<a href="#" t-att-data-oe-model="user_input._name" t-att-data-oe-id="user_input.id">
|
||||
<t t-esc="user_input.display_name" />
|
||||
</a>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
@@ -0,0 +1,15 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!-- Survey form -->
|
||||
<record id="survey_form" model="ir.ui.view">
|
||||
<field name="model">survey.survey</field>
|
||||
<field name="inherit_id" ref="survey.survey_survey_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<group name="options" position="inside">
|
||||
<group name="event_speaker_options" string="Events speakers">
|
||||
<field name="generate_speaker" />
|
||||
</group>
|
||||
</group>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
1
survey_event_visibility/__init__.py
Normal file
1
survey_event_visibility/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import models
|
||||
24
survey_event_visibility/__manifest__.py
Normal file
24
survey_event_visibility/__manifest__.py
Normal file
@@ -0,0 +1,24 @@
|
||||
# Copyright 2016-2020 Akretion France (<https://www.akretion.com>)
|
||||
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
{
|
||||
"name": "Survey event visibility",
|
||||
"version": "16.0.0.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Elabore",
|
||||
'summary': 'Add visibility field in event stage',
|
||||
'description': """
|
||||
Add visibility information in product and events
|
||||
----------------------------------------------------
|
||||
|
||||
The product and event visibility is computed from event stage visibility.
|
||||
""",
|
||||
"website": "https://www.elabore.coop",
|
||||
"category": "",
|
||||
"depends": ["survey"],
|
||||
"data": [
|
||||
'views/event_stage_views.xml',
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
3
survey_event_visibility/models/__init__.py
Normal file
3
survey_event_visibility/models/__init__.py
Normal file
@@ -0,0 +1,3 @@
|
||||
from . import event_stage
|
||||
from . import event_event
|
||||
from . import product_product
|
||||
28
survey_event_visibility/models/event_event.py
Normal file
28
survey_event_visibility/models/event_event.py
Normal file
@@ -0,0 +1,28 @@
|
||||
from odoo import models, fields, api
|
||||
|
||||
|
||||
class EventEvent(models.Model):
|
||||
_inherit = 'event.event'
|
||||
|
||||
visible_in_survey = fields.Boolean('Visible in survey', related='stage_id.visible_in_survey', readonly=True,
|
||||
help="""Events in step configured as 'visible in survey'.""")
|
||||
|
||||
def get_events_from_event_products(self, product_ids=None, only_visible_in_survey=False):
|
||||
"""Search events in stage filtered by product present in ticket..
|
||||
|
||||
Args:
|
||||
product_ids (list[product.product ids], optional): to filter only events with tickets using product in this list. Defaults to None.
|
||||
|
||||
Returns:
|
||||
event.event: Events
|
||||
"""
|
||||
event_search = []
|
||||
if product_ids:
|
||||
event_tickets = self.env['event.event.ticket'].search([('product_id','in',product_ids)])
|
||||
event_search.append(('event_ticket_ids','in',event_tickets.ids))
|
||||
|
||||
if only_visible_in_survey:
|
||||
event_search.append(('visible_in_survey','=',True))
|
||||
|
||||
return self.env['event.event'].search(event_search)
|
||||
|
||||
7
survey_event_visibility/models/event_stage.py
Normal file
7
survey_event_visibility/models/event_stage.py
Normal file
@@ -0,0 +1,7 @@
|
||||
from odoo import models, fields, api
|
||||
|
||||
|
||||
class EventStage(models.Model):
|
||||
_inherit = 'event.stage'
|
||||
|
||||
visible_in_survey = fields.Boolean('Visible in surveys') #if checked, only events on this stage are visible in surveys
|
||||
23
survey_event_visibility/models/product_product.py
Normal file
23
survey_event_visibility/models/product_product.py
Normal file
@@ -0,0 +1,23 @@
|
||||
from odoo import models, fields, api
|
||||
|
||||
|
||||
class ProductProduct(models.Model):
|
||||
_inherit = 'product.product'
|
||||
|
||||
visible_in_survey = fields.Boolean('Visible in survey', compute='_compute_visible_in_survey', readonly=True,
|
||||
help="""Events in step configured as 'visible in survey'.""")
|
||||
|
||||
|
||||
def _compute_visible_in_survey(self):
|
||||
#get all events in step 'visible in survey'
|
||||
product_ids = set()
|
||||
events = self.env['event.event'].search([('visible_in_survey','=',True)])
|
||||
for event in events:
|
||||
for ticket in event.event_ticket_ids:
|
||||
product_ids.add(ticket.product_id.id)
|
||||
for event_product in self:
|
||||
if event_product.id in product_ids:
|
||||
event_product.visible_in_survey = True
|
||||
else:
|
||||
event_product.visible_in_survey = False
|
||||
|
||||
31
survey_event_visibility/views/event_stage_views.xml
Normal file
31
survey_event_visibility/views/event_stage_views.xml
Normal file
@@ -0,0 +1,31 @@
|
||||
<?xml version="1.0"?>
|
||||
<odoo>
|
||||
<data>
|
||||
<!-- Event stage view form -->
|
||||
<!-- * Add field visible_in_survey -->
|
||||
<record id="event_stage_view_form_survey_event_registration_generation" model="ir.ui.view">
|
||||
<field name="name">event.stage.view.form.survey.event.registration.generation</field>
|
||||
<field name="model">event.stage</field>
|
||||
<field name="inherit_id" ref="event.event_stage_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="pipe_end" position="after">
|
||||
<field name="visible_in_survey" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Event stage view tree -->
|
||||
<!-- * Add field visible_in_survey -->
|
||||
<record id="event_stage_view_tree_survey_event_registration_generation" model="ir.ui.view">
|
||||
<field name="name">event.stage.view.tree.survey.event.registration.generation</field>
|
||||
<field name="model">event.stage</field>
|
||||
<field name="inherit_id" ref="event.event_stage_view_tree" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="name" position="after">
|
||||
<field name="visible_in_survey" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user