[FIX] survey_record_generation: partner_id/email on survey.user_input could be wrong

New version : 16.0.1.0.3

_mark_done() only set partner_id/email when it created a *new* res.partner.
If the answer already had a partner_id/email (e.g. inherited from the Odoo
user logged in when the /survey/start link was opened), that value was kept
even though the record creation matched or created a different, correct
contact from the participant's own answers.

Now we always sync partner_id/email to the res.partner actually matched or created
from the participant's answers.

Add a migration to relink partner_id/email on existing done submissions.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

survey_record_generation/migrations/16.0.1.0.3/end-migration.py

@@ -0,0 +1,159 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+"""Relink survey.user_input.partner_id/email to the contact that actually
+matches each participant's own answers.
+
+Before this version, survey.user_input.partner_id/email were only updated
+when _mark_done() created a *new* res.partner. If the answer already had a
+partner_id/email (e.g. inherited from the Odoo user who was logged in when
+the /survey/start link was opened, or from some other unidentified cause),
+_mark_done() silently kept that value even when the survey_record_creation
+config found or created a different, correct contact from the participant's
+own answers. This backfill re-runs that resolution for every already-done
+answer and fixes partner_id/email accordingly.
+
+It never re-triggers the other survey.user_input._mark_done() overrides
+(crm lead / event registration / notification modules, ...): it only calls
+the res.partner-matching helpers directly, so it can't create duplicate
+leads, registrations, etc. for historical submissions.
+
+A res.partner is expected to already exist for every done submission (it
+was necessarily found or created the first time _mark_done() ran), so this
+backfill never creates one. It first looks for the survey.generated.record
+row _mark_done() logged when it created that partner, and falls back to
+re-deriving the match through find_existing_record()/
+find_duplicate_if_there_are_fields_with_unicity_check() when there is no
+such row (existing partner matched instead of created) or it points to a
+partner that has since been deleted (e.g. merged into another contact). If
+neither approach finds anything, the record is left untouched and logged
+for manual review instead.
+"""
+import logging
+
+from odoo import SUPERUSER_ID, api
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    user_input_model = env["survey.user_input"]
+
+    surveys_with_partner_creation = env["survey.record.creation"].search(
+        [("model_id.model", "=", "res.partner")]
+    ).survey_id
+
+    user_inputs = user_input_model.search(
+        [
+            ("survey_id", "in", surveys_with_partner_creation.ids),
+            ("state", "=", "done"),
+        ]
+    )
+
+    _logger.info(
+        "survey_record_generation: relinking partner_id/email on %d done "
+        "survey.user_input records",
+        len(user_inputs),
+    )
+
+    fixed_count = 0
+    not_found_count = 0
+
+    for user_input in user_inputs:
+        record_creations = user_input.survey_id.survey_record_creation_ids.filtered(
+            lambda rc: rc.model_id.model == "res.partner"
+        ).sorted("sequence")
+
+        record_creation = record_creations[:1]
+        if not record_creation:
+            continue
+
+        # 1) Prefer the res.partner this very submission created, if any
+        # (the first one, by id, in the rare case there is more than one):
+        # it's the exact record _mark_done() produced for this answer, no
+        # guessing involved. This is also the only option for surveys whose
+        # record creation has neither update_existing_records nor any
+        # unicity_check field configured, since find_existing_record()/
+        # find_duplicate...() can then never find anything (nothing to
+        # search on).
+        record = False
+        for generated in user_input.generated_record_ids.sorted("id"):
+            if (
+                generated.survey_record_creation_id == record_creation
+                and generated.created_record_id
+                and generated.created_record_id._name == "res.partner"
+                and generated.created_record_id.exists()
+            ):
+                # The referenced partner may have since been deleted (e.g.
+                # merged into another contact): in that case it's not usable
+                # and we fall through to the search-based lookup below.
+                record = generated.created_record_id
+                break
+
+        # 2) Otherwise, this submission matched an already-existing partner
+        # instead of creating one (find_existing_record()/find_duplicate...()
+        # branch of _mark_done()): re-derive it the same way.
+        if not record:
+            # Only compute the fields find_existing_record()/find_duplicate...()
+            # actually read (the search field, and any unicity_check field),
+            # not every field of the record creation: other fields (e.g. a
+            # "record" reference to a model defined in a module that depends
+            # on this one) may not be loadable yet at this point of the
+            # upgrade, and are useless here anyway since this backfill never
+            # writes to res.partner.
+            needed_field_names = set()
+            if (
+                record_creation.update_existing_records
+                and record_creation.field_to_retrieve_existing_records
+            ):
+                needed_field_names.add(
+                    record_creation.field_to_retrieve_existing_records.name
+                )
+            unicity_field_values = record_creation.field_values_ids.filtered(
+                lambda field_value: field_value.unicity_check
+            )
+            needed_field_names.update(unicity_field_values.mapped("field_id.name"))
+
+            vals = {}
+            for field_value in record_creation.field_values_ids:
+                if field_value.field_id.name not in needed_field_names:
+                    continue
+                value, __ = user_input_model.get_value_based_on_value_origin(
+                    field_value=field_value,
+                    user_input=user_input,
+                    created_records={},
+                    model="res.partner",
+                    other_record_fields_to_update=[],
+                )
+                vals[field_value.field_id.name] = value
+
+            existing_record = user_input_model.find_existing_record(
+                record_creation, vals
+            )
+            duplicate = (
+                user_input_model.find_duplicate_if_there_are_fields_with_unicity_check(
+                    "res.partner", record_creation, vals
+                )
+            )
+            record = duplicate or existing_record
+
+        if not record:
+            _logger.warning(
+                "survey_record_generation: no existing res.partner found for "
+                "survey.user_input %s while backfilling partner_id/email, "
+                "leaving it untouched",
+                user_input.id,
+            )
+            not_found_count += 1
+            continue
+
+        if user_input.partner_id != record or user_input.email != record.email:
+            user_input.partner_id = record.id
+            user_input.email = record.email
+            fixed_count += 1
+
+    _logger.info(
+        "survey_record_generation: fixed %d survey.user_input records "
+        "(%d without a matching res.partner)",
+        fixed_count,
+        not_found_count,
+    )