[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/tests/__init__.py

@@ -1 +1,2 @@
 from . import test_survey_record_creation
+from . import test_end_migration_16_0_1_0_3

survey_record_generation/tests/test_end_migration_16_0_1_0_3.py

@@ -0,0 +1,156 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+import importlib.util
+import os
+
+from odoo.addons.survey.tests.common import SurveyCase
+
+
+def _load_end_migration():
+    migration_path = os.path.join(
+        os.path.dirname(os.path.dirname(os.path.abspath(__file__))),
+        "migrations",
+        "16.0.1.0.3",
+        "end-migration.py",
+    )
+    spec = importlib.util.spec_from_file_location(
+        "survey_record_generation_end_migration_16_0_1_0_3", migration_path
+    )
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+class TestEndMigration160103(SurveyCase):
+    """Covers the use cases the 16.0.1.0.3 end-migration backfill must
+    handle: relinking survey.user_input.partner_id/email to the contact
+    that actually matches each participant's own answers, for submissions
+    whose partner_id/email were left wrong before the fix in this version.
+    """
+
+    def setUp(self):
+        super().setUp()
+        self.migration = _load_end_migration()
+
+        self.survey = self.env["survey.survey"].create({"title": "Test Survey"})
+        self.question_name = self._add_question(
+            page=None,
+            name="Name",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+        self.res_partner_model = self.env["ir.model"]._get("res.partner")
+        self.survey_record_creation = self.env["survey.record.creation"].create(
+            {
+                "name": "Contact",
+                "survey_id": self.survey.id,
+                "model_id": self.res_partner_model.id,
+            }
+        )
+        self.name_field = self.env["ir.model.fields"].search(
+            [("model", "=", "res.partner"), ("name", "=", "name")]
+        )
+        self.env["survey.record.creation.field.values"].create(
+            {
+                "survey_record_creation_id": self.survey_record_creation.id,
+                "survey_id": self.survey.id,
+                "model_id": self.res_partner_model.id,
+                "field_id": self.name_field.id,
+                "value_origin": "question",
+                "question_id": self.question_name.id,
+            }
+        )
+
+    def _submit_answer(self, name):
+        answer = self._add_answer(survey=self.survey, partner=False, email=False)
+        self._add_answer_line(
+            question=self.question_name, answer=answer, answer_value=name
+        )
+        answer._mark_done()
+        return answer
+
+    def _corrupt_with_wrong_partner(self, answer):
+        # Simulate a pre-fix record: partner_id/email point to someone
+        # unrelated to this participant's own answers.
+        wrong_partner = self.env["res.partner"].create({"name": "Wrong Partner"})
+        answer.write({"partner_id": wrong_partner.id, "email": "wrong@test.fr"})
+        return wrong_partner
+
+    def test_migrate_uses_generated_record_when_available(self):
+        # The submission created its own res.partner: the migration must
+        # relink partner_id/email to that exact contact.
+        answer = self._submit_answer("Jean")
+        jean = self.env["res.partner"].search([("name", "=", "Jean")])
+        self._corrupt_with_wrong_partner(answer)
+
+        self.migration.migrate(self.cr, "16.0.1.0.2")
+        answer.invalidate_recordset()
+
+        self.assertEqual(answer.partner_id, jean)
+        self.assertEqual(answer.email, jean.email)
+
+    def test_migrate_falls_back_to_search_when_no_generated_record(self):
+        # The submission matched an already-existing partner instead of
+        # creating one: no survey.generated.record row exists for it, so the
+        # migration must fall back to re-deriving the match through search.
+        jean = self.env["res.partner"].create(
+            {"name": "Jean", "email": "jean@test.fr"}
+        )
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+
+        answer = self._submit_answer("Jean")
+        self.assertFalse(answer.generated_record_ids)
+        self._corrupt_with_wrong_partner(answer)
+
+        self.migration.migrate(self.cr, "16.0.1.0.2")
+        answer.invalidate_recordset()
+
+        self.assertEqual(answer.partner_id, jean)
+        self.assertEqual(answer.email, jean.email)
+
+    def test_migrate_falls_back_to_search_when_generated_partner_was_deleted(self):
+        # The res.partner the submission created has since been deleted
+        # (e.g. merged into another contact): the migration must not crash
+        # on the stale reference and must fall back to search instead.
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+
+        answer = self._submit_answer("Jean")
+        first_jean = self.env["res.partner"].search([("name", "=", "Jean")])
+        first_jean.unlink()
+
+        # A new contact with the same name takes over.
+        second_jean = self.env["res.partner"].create(
+            {"name": "Jean", "email": "jean2@test.fr"}
+        )
+        self._corrupt_with_wrong_partner(answer)
+
+        self.migration.migrate(self.cr, "16.0.1.0.2")
+        answer.invalidate_recordset()
+
+        self.assertEqual(answer.partner_id, second_jean)
+        self.assertEqual(answer.email, second_jean.email)
+
+    def test_migrate_leaves_answer_untouched_when_no_partner_can_be_found(self):
+        # No survey.generated.record row (e.g. historical data predating
+        # that log) and no way to search (neither update_existing_records
+        # nor unicity_check configured): the migration must leave
+        # partner_id/email as they are instead of guessing or crashing.
+        answer = self._submit_answer("Jean")
+        answer.generated_record_ids.unlink()
+        wrong_partner = self._corrupt_with_wrong_partner(answer)
+
+        self.migration.migrate(self.cr, "16.0.1.0.2")
+        answer.invalidate_recordset()
+
+        self.assertEqual(answer.partner_id, wrong_partner)
+        self.assertEqual(answer.email, "wrong@test.fr")

survey_record_generation/tests/test_survey_record_creation.py

@@ -930,6 +930,71 @@ class TestSurveyRecordCreation(SurveyCase):
         partner = self.env["res.partner"].search([("name", "=", "Jean")])
         self.assertEqual(self.answer.partner_id, partner)
 
+    def test_partner_id_and_email_are_corrected_when_creating_a_new_partner(self):
+        # A wrong partner_id/email is already set on the answer (e.g.
+        # inherited from the Odoo user who was logged in when the
+        # /survey/start link was opened). The record creation must still
+        # fill partner_id/email with the contact actually created from the
+        # participant's own answers, overriding that wrong value.
+        wrong_partner = self.env["res.partner"].create({"name": "Wrong Partner"})
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=wrong_partner, email="wrong@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self.answer._mark_done()
+
+        partner = self.env["res.partner"].search([("name", "=", "Jean")])
+        self.assertEqual(self.answer.partner_id, partner)
+        self.assertNotEqual(self.answer.partner_id, wrong_partner)
+        self.assertEqual(self.answer.email, partner.email)
+
+    def test_partner_id_and_email_are_corrected_when_matching_an_existing_partner(self):
+        # Same as above, but this time the record creation matches an
+        # already-existing partner (via update_existing_records) instead of
+        # creating a new one: partner_id/email must still be corrected to
+        # that matched partner, not left as the wrong pre-existing value.
+        jean = self.env["res.partner"].create({"name": "Jean", "email": "jean@test.fr"})
+        wrong_partner = self.env["res.partner"].create({"name": "Wrong Partner"})
+
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=wrong_partner, email="wrong@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self.answer._mark_done()
+
+        self.assertEqual(self.answer.partner_id, jean)
+        self.assertEqual(self.answer.email, jean.email)
+
+    def test_partner_id_and_email_are_corrected_when_matching_a_duplicate(self):
+        # Same as above, but through the unicity_check/find_duplicate branch
+        # instead of update_existing_records.
+        self.name_survey_record_creation_field_values.unicity_check = True
+        jean = self.env["res.partner"].create({"name": "Jean", "email": "jean@test.fr"})
+        wrong_partner = self.env["res.partner"].create({"name": "Wrong Partner"})
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=wrong_partner, email="wrong@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self.answer._mark_done()
+
+        self.assertEqual(self.answer.partner_id, jean)
+        self.assertEqual(self.answer.email, jean.email)
+
     def test_partner_id_in_survey_input_is_filled_up_by_first_contact_record_creation(self):
         # In this test, we verify that when creating several contacts with the same survey,
         # the 1st created contact is used to fill up survey_input.partner_id
@@ -976,3 +1041,58 @@ class TestSurveyRecordCreation(SurveyCase):
 
         partner = self.env["res.partner"].search([("name", "=", "Jean")])
         self.assertEqual(self.answer.partner_id, partner)
+
+    def test_partner_id_is_not_overridden_by_second_contact_record_creation(self):
+        # When several res.partner record creations run on the same survey,
+        # partner_id/email must be corrected to match the first contact
+        # created, and the second contact created must not override that
+        # choice, even though the answer started with a wrong
+        # partner_id/email.
+        self.second_question_name = self._add_question(
+            page=None,
+            name="Name of second person",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+
+        self.second_contact_creation = self.env["survey.record.creation"].create(
+            {
+                "name": "Contact 2",
+                "survey_id": self.survey.id,
+                "model_id": self.res_partner_model.id,
+            }
+        )
+        self.env["survey.record.creation.field.values"].create(
+            {
+                "survey_record_creation_id": self.second_contact_creation.id,
+                "survey_id": self.survey.id,
+                "model_id": self.res_partner_model.id,
+                "field_id": self.name_field.id,
+                "value_origin": "question",
+                "question_id": self.second_question_name.id,
+            }
+        )
+
+        wrong_partner = self.env["res.partner"].create({"name": "Wrong Partner"})
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=wrong_partner, email="wrong@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name,
+            answer=self.answer,
+            answer_value="Jean",
+        )
+        self._add_answer_line(
+            question=self.second_question_name,
+            answer=self.answer,
+            answer_value="Jeanne",
+        )
+        self.answer._mark_done()
+
+        jean = self.env["res.partner"].search([("name", "=", "Jean")])
+        jeanne = self.env["res.partner"].search([("name", "=", "Jeanne")])
+        self.assertEqual(self.answer.partner_id, jean)
+        self.assertNotEqual(self.answer.partner_id, jeanne)
+        self.assertEqual(self.answer.email, jean.email)