[IMP] survey_record_generation: feature be able to update existing record

survey_record_generation/i18n/fr.po

@@ -6,8 +6,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 16.0\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-10-23 13:02+0000\n"
+"POT-Creation-Date: 2025-10-24 14:59+0000\n"
-"PO-Revision-Date: 2025-10-23 13:02+0000\n"
+"PO-Revision-Date: 2025-10-24 14:59+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -102,6 +102,11 @@ msgstr ""
 msgid "Field"
 msgstr "Champ"
 
+#. module: survey_record_generation
+#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation__field_to_retrieve_existing_records
+msgid "Field To Retrieve Existing Records"
+msgstr "Champs pour retrouver l'enregistrement existant"
+
 #. module: survey_record_generation
 #: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation_field_values__field_type
 msgid "Field Type"
@@ -361,11 +366,25 @@ msgstr ""
 "Création d'un enregistrement, placez la ligne %(record)s au dessus de la "
 "ligne du modèle %(model)s."
 
+#. module: survey_record_generation
+#. odoo-python
+#: code:addons/survey_record_generation/models/survey_user_input.py:0
+#, python-format
+msgid ""
+"The field %s is mandatory. In Record Creation tab, drag %s at the top of the"
+" table"
+msgstr ""
+
 #. module: survey_record_generation
 #: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation_field_values__unicity_check
 msgid "Unicity constraint"
 msgstr "Contrainte d'unicité"
 
+#. module: survey_record_generation
+#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation__update_existing_records
+msgid "Update existing records"
+msgstr "Mettre à jour les enregistrements existants"
+
 #. module: survey_record_generation
 #: model:ir.model.fields,field_description:survey_record_generation.field_survey_question_answer__value_char
 #: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation_field_values__displayed_value
@@ -410,8 +429,9 @@ msgid ""
 "[Survey record generation] The answer values type '%(type)s' is not "
 "supported (for question %(question)s). Use 'record' or 'value' instead."
 msgstr ""
-"[Survey record generation] La valeur '%(type)s' pour le champs 'answer_values_type' n'est pas supportée "
+"[Survey record generation] La valeur '%(type)s' pour le champs "
-"(pour la question %(question)s). Veuillez utiliser 'Enregistrement' ou 'Valeur' à la place."
+"'answer_values_type' n'est pas supportée (pour la question %(question)s). "
+"Veuillez utiliser 'Enregistrement' ou 'Valeur' à la place."
 
 #. module: survey_record_generation
 #. odoo-python

survey_record_generation/models/survey_record_creation.py

@@ -13,7 +13,15 @@ class SurveyRecordCreation(models.Model):
 
     name = fields.Char('Name')
     survey_id = fields.Many2one('survey.survey', string="Survey")
-    model_id = fields.Many2one('ir.model', "Model", help="Model of generated record")    
+    model_id = fields.Many2one('ir.model', "Model", help="Model of generated record")
+    update_existing_records = fields.Boolean(
+        string="Update existing records",
+    )
+    field_to_retrieve_existing_records = fields.Many2one(
+        "ir.model.fields",
+        domain="[('model_id','=',model_id),('readonly','=',False),('ttype','in',['char','text'])]",
+        ondelete="cascade"
+    )
     field_values_ids = fields.One2many('survey.record.creation.field.values', 'survey_record_creation_id', string="Field values")
     warning_message = fields.Html('Warning message', compute="_compute_warning_message")
     sequence = fields.Integer("sequence")
@@ -22,7 +30,7 @@ class SurveyRecordCreation(models.Model):
     def clear_field_values_ids(self):
         self.field_values_ids = None
 
-    @api.depends('model_id','field_values_ids') 
+    @api.depends('model_id','field_values_ids')
     def _compute_warning_message(self):
         for record_creation in self:
             # check if all mandatory fields set
@@ -30,14 +38,10 @@ class SurveyRecordCreation(models.Model):
                 required_field_ids = self.model_id.field_id.filtered(lambda f:f.required and "property_" not in f.name)
                 set_field_ids = self.field_values_ids.field_id
                 missing_fields = required_field_ids - set_field_ids
-                
+
                 if missing_fields:
                     record_creation.warning_message = _("Some required fields are not set : %s",', '.join([f"<b>{f.field_description}</b> (<i>{f.name}</i>)" for f in missing_fields]))
                 else:
                     record_creation.warning_message = None
             else:
                 record_creation.warning_message = None
-                    
-                    
-
-        

survey_record_generation/models/survey_user_input.py

@@ -64,12 +64,21 @@ class SurveyUserInput(models.Model):
 
                     vals[field_name] = value
 
+                existing_record = self.find_existing_record(record_creation, vals)
+
                 duplicate = self.find_duplicate_if_there_are_fields_with_unicity_check(
                     model, record_creation, vals
                 )
 
                 if duplicate:
                     record = duplicate
+                elif existing_record:
+                    vals = {
+                        k: v
+                        for k, v in vals.items()
+                        if not getattr(existing_record, k, False)
+                    }
+                    record = existing_record.write(vals)
                 else:
                     if (
                         model == "res.partner"
@@ -110,6 +119,20 @@ class SurveyUserInput(models.Model):
 
         return super()._mark_done()
 
+    def find_existing_record(
+        self, record_creation: "SurveyRecordCreation", vals: dict
+    ) -> Any:
+        if record_creation.update_existing_records:
+            model = record_creation.model_id.model
+            search_field = record_creation.field_to_retrieve_existing_records
+            user_answer_value = vals.get(search_field.name)
+            if user_answer_value:
+                return self.env[model].search(
+                    domain=[(search_field.name, "=", user_answer_value)], limit=1
+                )
+
+        return None
+
     def get_value_based_on_value_origin(
         self,
         field_value: "SurveyRecordCreationFieldValues",

survey_record_generation/tests/test_survey_record_creation.py

@@ -495,9 +495,9 @@ class TestSurveyRecordCreation(SurveyCase):
         )
         self.second_answer._mark_done()
 
-        partners = self.env["res.partner"].search([("name", "=", "Jean")])
+        partner = self.env["res.partner"].search([("name", "=", "Jean")])
         self.assertTrue(partner.name == "Jean")
-        self.assertFalse(len(partners) == 2)
+        self.assertTrue(len(partner) == 1)
 
     def test_some_questions_are_not_answered(self):
         self.question_email = self._add_question(
@@ -654,3 +654,187 @@ class TestSurveyRecordCreation(SurveyCase):
 
         partner = self.env["res.partner"].search([("name", "=", "Jean")])
         self.assertTrue(partner.employee)
+
+    def test_update_existing_record(self):
+        # A contact with name 'Jean' already exists.
+        # We'll update the email of this partner (and not create a new one)
+        self.env["res.partner"].create({"name": "Jean"})
+
+        self.question_email = self._add_question(
+            page=None,
+            name="Email",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+        email_field = self.env["ir.model.fields"].search(
+            [("model", "=", "res.partner"), ("name", "=", "email")]
+        )
+        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": email_field.id,
+                "value_origin": "question",
+                "question_id": self.question_email.id,
+            }
+        )
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=False, email="jean@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self._add_answer_line(
+            question=self.question_email,
+            answer=self.answer,
+            answer_value="jean@test.fr",
+        )
+        self.answer._mark_done()
+
+        partner = self.env["res.partner"].search([("name", "=", "Jean")])
+        self.assertTrue(len(partner) == 1)
+        self.assertTrue(partner.email == "jean@test.fr")
+
+    def test_update_only_empty_fields_when_updating_records(self):
+        # A contact with name 'Jean' and email 'jean@test.fr' already exists.
+        # We'll update the field 'function' of this partner and won't update the email
+        # because it's already filled up
+        self.env["res.partner"].create(
+            {
+                "name": "Jean",
+                "email": "jean@test.fr",
+                # when the survey is submitted, email should not be updated
+            }
+        )
+        self.question_email = self._add_question(
+            page=None,
+            name="Email",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+        self.question_function = self._add_question(
+            page=None,
+            name="Function",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+        email_field = self.env["ir.model.fields"].search(
+            [("model", "=", "res.partner"), ("name", "=", "email")]
+        )
+        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": email_field.id,
+                "value_origin": "question",
+                "question_id": self.question_email.id,
+            }
+        )
+        function_field = self.env["ir.model.fields"].search(
+            [("model", "=", "res.partner"), ("name", "=", "function")]
+        )
+        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": function_field.id,
+                "value_origin": "question",
+                "question_id": self.question_function.id,
+            }
+        )
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=False, email="jean@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self._add_answer_line(
+            question=self.question_email,
+            answer=self.answer,
+            answer_value="ThisEmailShouldNotBeUpdated@test.fr",
+        )
+        self._add_answer_line(
+            question=self.question_function,
+            answer=self.answer,
+            answer_value="happiness office manager",
+        )
+        self.answer._mark_done()
+
+        partner = self.env["res.partner"].search([("name", "=", "Jean")])
+        self.assertTrue(len(partner) == 1)
+        self.assertTrue(partner.email == "jean@test.fr")
+        self.assertTrue(partner.function == "happiness office manager")
+
+    def test_unicity_check_has_priority_over_update(self):
+        # In this test, we verify that if a field is set up with unicity_check
+        # it has priority over updating the existing record
+        self.name_survey_record_creation_field_values.unicity_check = True
+
+        self.env["res.partner"].create({"name": "Jean"})
+
+        self.question_email = self._add_question(
+            page=None,
+            name="Email",
+            qtype="char_box",
+            survey_id=self.survey.id,
+            sequence=1,
+        )
+
+        self.survey_record_creation.write(
+            {
+                "update_existing_records": True,
+                "field_to_retrieve_existing_records": self.name_field.id,
+            }
+        )
+        email_field = self.env["ir.model.fields"].search(
+            [("model", "=", "res.partner"), ("name", "=", "email")]
+        )
+        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": email_field.id,
+                "value_origin": "question",
+                "question_id": self.question_email.id,
+            }
+        )
+
+        self.answer = self._add_answer(
+            survey=self.survey, partner=False, email="jean@test.fr"
+        )
+        self._add_answer_line(
+            question=self.question_name, answer=self.answer, answer_value="Jean"
+        )
+        self._add_answer_line(
+            question=self.question_email,
+            answer=self.answer,
+            answer_value="jean@test.fr",
+        )
+        self.answer._mark_done()
+
+        partner = self.env["res.partner"].search([("name", "=", "Jean")])
+        self.assertTrue(len(partner) == 1)
+        self.assertTrue(getattr(partner, "Email", None) is None)

survey_record_generation/views/survey_survey_views.xml

@@ -18,16 +18,18 @@
                             <group>
                                 <field name="name" />
                                 <field name="model_id" />
+                                <field name="update_existing_records" />
+                                <field name="field_to_retrieve_existing_records" attrs="{'invisible': [('update_existing_records', '=', False)]}"/>
                                 <field name="field_values_ids">
                                     <tree>
                                         <field name="field_id" />
                                         <field name="displayed_value" />
                                         <field name="unicity_check" />
-                                    </tree>  
+                                    </tree>
                                     <form>
                                         <group>
-                                            <field name="model_id" invisible="1" />   
+                                            <field name="model_id" invisible="1" />
-                                            <field name="field_id" /> 
+                                            <field name="field_id" />
                                             <field name="unicity_check" />
                                             <field name="field_relation" invisible="1" />
                                             <field name="field_type" invisible="1" />
@@ -40,37 +42,37 @@
                                         </group>
                                         <div attrs="{'invisible':['|',('value_origin','!=','fixed'),('field_id','=',False)]}">
                                             <group>
-                                                <field name="displayed_value" invisible="1" />                                    
+                                                <field name="displayed_value" invisible="1" />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_char" 
+                                                    name="fixed_value_char"
                                                     attrs="{'invisible':[('field_type','!=','char')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_selection" 
+                                                    name="fixed_value_selection"
                                                     attrs="{'invisible':[('field_type','!=','selection')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_text" 
+                                                    name="fixed_value_text"
                                                     attrs="{'invisible':[('field_type','!=','text')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_html" 
+                                                    name="fixed_value_html"
                                                     attrs="{'invisible':[('field_type','!=', 'html')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_integer" 
+                                                    name="fixed_value_integer"
                                                     attrs="{'invisible':[('field_type','!=', 'integer')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_float" 
+                                                    name="fixed_value_float"
                                                     attrs="{'invisible':[('field_type','!=', 'float')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_date" 
+                                                    name="fixed_value_date"
                                                     attrs="{'invisible':[('field_type','!=', 'date')]}"
                                                 />
-                                                <field 
+                                                <field
-                                                    name="fixed_value_datetime" 
+                                                    name="fixed_value_datetime"
                                                     attrs="{'invisible':[('field_type','!=', 'datetime')]}"
                                                 />
                                                 <field
@@ -87,7 +89,7 @@
                                                     attrs="{'invisible':[('field_type','not in',['one2many','many2many'])]}">
                                                     <tree editable="bottom">
                                                         <field name="survey_record_creation_field_values_id" invisible="1" />
-                                                        <field name="value_reference" 
+                                                        <field name="value_reference"
                                                         options="{'hide_model': True, 'no_create': True, 'no_edit': True, 'no_open': True}"
                                                         />
                                                     </tree>
@@ -104,7 +106,7 @@
                                                 <field name="other_created_record_id" />
                                             </group>
                                         </div>
-                                    </form>                              
+                                    </form>
                                 </field>
                                 <div colspan="2">
                                     <field name="warning_message" />