[NEW] survey_record_generation

survey_record_generation/__init__.py

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+from . import models

survey_record_generation/__manifest__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Survey record generation",
+    'summary': 'Allow to create record of any model when sending the form',
+    'description': """
+Allow to create record of any model when sending the form : 
+----------------------------------------------------
+* Choose list of models created on survey submission
+* Set default values for record created
+* Associate question with fields
+* For x2m fields : Associate values to questions
+""", 
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Elabore",
+    "website": "https://www.elabore.coop",
+    "category": "",
+    "depends": ["survey"],
+    "data": [        
+      "security/ir.model.access.csv",
+      "views/survey_survey_views.xml", 
+      "views/survey_question_views.xml", 
+    ],    
+    "installable": True,
+}

survey_record_generation/models/__init__.py

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+from . import survey_question_answer
+from . import survey_question
+from . import survey_record_creation_field_values
+from . import survey_record_creation
+from . import survey_survey
+from . import survey_user_input

survey_record_generation/models/survey_question.py

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+
+import logging
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class SurveyQuestion(models.Model):
+    _inherit = 'survey.question'
+
+    model_id = fields.Many2one('ir.model', string="Model")
+    answer_values_type = fields.Selection([('no', 'No values'),('value','Value'),('record','Record')])
+    
+    @api.onchange('model_id')
+    def onchange_model_id(self):
+        if self.model_id:
+            rec = self.env[self.model_id.model].search([], limit=1)
+            if not rec:
+                raise UserError(_('No record found in %s',self.model_id.name))
+            else:
+                for answer in self.suggested_answer_ids:
+                    answer.record_id = f"{self.model_id.model},{rec.id}"
+

survey_record_generation/models/survey_question_answer.py

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+
+import logging
+
+from odoo import api, fields, models, _
+
+_logger = logging.getLogger(__name__)
+
+
+class SurveyQuestionAnswer(models.Model):
+    _inherit = 'survey.question.answer'
+
+    record_id = fields.Reference(string="Referenced record",  selection='_selection_target_model')    
+    model_id = fields.Many2one('ir.model', related="question_id.model_id")    
+    answer_values_type = fields.Selection(related="question_id.answer_values_type")
+    value_char = fields.Char('Value')
+
+    @api.model
+    def _selection_target_model(self):
+        return [(model.model, model.name) for model in self.env['ir.model'].sudo().search([])]
+    
+    @api.onchange('record_id')
+    def onchange_record_id(self):
+        if self.record_id:
+            self.value = self.record_id.display_name
+
+    @api.model
+    def default_get(self, fields):
+        result = super().default_get(fields)
+        if (
+            not result.get("model_id")
+            or "record_id" not in fields
+        ):
+            return result
+        
+        model = self.env['ir.model'].browse(result.get("model_id")).model
+        res = self.env[model].search([], limit=1)
+        if res:
+            result["record_id"] = "%s,%s" % (
+                model,
+                res.id,
+            )
+        return result

survey_record_generation/models/survey_record_creation.py

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+
+import logging
+
+from odoo import api, fields, models, _
+
+_logger = logging.getLogger(__name__)
+
+
+class SurveyRecordCreation(models.Model):
+    """Configure list of models for wich record will be created on survey submission
+    """
+    _name = 'survey.record.creation'
+
+    name = fields.Char('Name')
+    survey_id = fields.Many2one('survey.survey', string="Survey")
+    model_id = fields.Many2one('ir.model', "Model", help="Model of generated record")    
+    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")
+
+    @api.onchange('model_id')
+    def clear_field_values_ids(self):
+        self.field_values_ids = None
+
+    @api.depends('model_id','field_values_ids') 
+    def _compute_warning_message(self):
+        for record_creation in self:
+            # check if all mandatory fields set
+            if record_creation.model_id:
+                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_record_creation_field_values.py

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+
+import logging
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+from odoo.tools.misc import format_date
+
+_logger = logging.getLogger(__name__)
+
+
+type_mapping = {
+    "char": ["char_box", "numerical_box", "date", "datetime", "simple_choice", "multiple_choice"],
+    "text": ["char_box", "date"],
+    "html": ["text_box", "numerical_box", "datetime", "simple_choice", "multiple_choice"],
+    "integer": ["numerical_box"],
+    "float": ["numerical_box"],
+    "date": ["date"],
+    "datetime": ["datetime"],
+    "many2one": ["simple_choice"],
+    "many2many": ["multiple_choice"], 
+    "selection": ["char_box"]
+}
+
+
+class SurveyRecordCreationFieldValues(models.Model):
+    """Configure default values of records created on survey submission
+    """
+    _name = 'survey.record.creation.field.values'
+
+    survey_record_creation_id = fields.Many2one('survey.record.creation')
+    survey_id = fields.Many2one('survey.survey', related="survey_record_creation_id.survey_id")
+    model_id = fields.Many2one('ir.model', related="survey_record_creation_id.model_id")
+
+    field_id = fields.Many2one(
+        'ir.model.fields', 
+        domain="[('model_id','=',model_id),('readonly','=',False),('ttype','in',['char','selection','text','html','integer','float','date','datetime','many2one','many2many'])]")
+    field_relation = fields.Char(related='field_id.relation')
+    field_type = fields.Selection(related="field_id.ttype")
+    field_help = fields.Html('Help', compute="_compute_field_help")
+
+    value_origin = fields.Selection(
+        [('fixed','Fixed'),('question','Question'),('other_record','From other created record')], 
+        string="Value origin", 
+        required=True, 
+        default='fixed', 
+        help="""* Fixed: you can set the value in value field
+        * Question: Response of the question will set the value. If you do not see your question, maybe the type of question do not match the type of field
+        * From other created record: You can set other record creation to link several created records. Can only be used with many2one fields.""")
+
+    fixed_value_many2one = fields.Reference(string='Record',  selection='_selection_target_model')
+    fixed_value_many2many = fields.One2many('survey.record.creation.field.values.x2m', "survey_record_creation_field_values_id")
+    fixed_value_char = fields.Char("Value")
+    fixed_value_selection = fields.Char("Value")
+    fixed_value_text = fields.Text("Value")
+    fixed_value_html = fields.Html("Value")
+    fixed_value_integer = fields.Integer("Value")
+    fixed_value_float = fields.Float("Value")
+    fixed_value_date = fields.Date("Value")
+    fixed_value_datetime = fields.Datetime("Value")    
+
+    displayed_value = fields.Char("Value", compute="_compute_displayed_value")
+    other_created_record_id = fields.Many2one("survey.record.creation", string="Other record", domain="[('survey_id','=',survey_id),('model_id.model','=',field_relation)]")
+
+    allowed_question_ids = fields.Many2many('survey.question', compute='_compute_allowed_question_ids')
+    question_id = fields.Many2one('survey.question', string="Question", domain="[('id','in',allowed_question_ids)]")
+
+    @api.depends("field_id")
+    def _compute_field_help(self):
+        for record in self:
+            field_help = _("Field type is : <b>%s</b>",record.field_type)
+            if record.field_type == "selection":
+                field_help += "<br />"+_("possible values are %s",', '.join([f"<b>{s.value}</b> <i>({s.name})</i>" for s in record.field_id.selection_ids]))
+            record.field_help = field_help
+
+
+    @api.depends('field_id')
+    def _compute_allowed_question_ids(self):
+        for record_creation_field_values in self:
+            if not record_creation_field_values.survey_id or not record_creation_field_values.field_id:
+                record_creation_field_values.allowed_question_ids = None
+                return
+            question_domain = [('survey_id','=',record_creation_field_values.survey_id.id),'|','&',('answer_values_type','=','record'),('model_id','=',record_creation_field_values.field_id.relation),('answer_values_type','=','value')]
+            if record_creation_field_values.field_id.ttype in type_mapping:
+                question_domain.append(('question_type','in',type_mapping[record_creation_field_values.field_id.ttype]))
+
+            record_creation_field_values.allowed_question_ids = self.env['survey.question'].search(question_domain)
+
+
+    @api.model
+    def _selection_target_model(self):
+        return [(model.model, model.name) for model in self.env['ir.model'].sudo().search([])]
+    
+    @api.onchange('field_id','origin')
+    def clean_values(self):
+        # clean values
+        self.fixed_value_many2many = None
+        self.fixed_value_many2one = None
+        self.fixed_value_char = None
+        self.fixed_value_selection = None
+        self.fixed_value_text = None
+        self.fixed_value_html = None
+        self.fixed_value_integer = None
+        self.fixed_value_float = None
+        self.fixed_value_date = None
+        self.fixed_value_datetime = None
+        self.other_created_record_id = None
+        self.question_id = None
+
+    @api.onchange('field_id')
+    def _onchange_field_id(self):
+        # Set reference field model and select first record
+        if self.field_id and self.field_id.ttype == 'many2one' and self.field_id.relation:
+            rec = self.env[self.field_id.relation].search([], limit=1)
+            if rec:            
+                self.fixed_value_many2one = f"{self.field_id.relation},{rec.id}"
+            else:
+                model_name = self.env['ir.model'].search([('model','=',self.field_id.relation)]).name
+                self.fixed_value_many2one = None
+                raise UserError(_('You should append at least one record in %s',model_name))
+        else:
+            self.fixed_value_many2one = None
+
+
+    def get_fixed_value_for_record_creation(self):
+        """return val used in create() method
+
+        """
+        if self.value_origin == 'fixed':
+            if self.field_type == 'many2one':
+                if self.fixed_value_many2one:
+                    return self.fixed_value_many2one.id            
+            elif self.field_type == 'many2many':
+                return [m2m.value_reference.id for m2m in self.fixed_value_many2many if m2m.value_reference]
+            else:
+                return self["fixed_value_"+self.field_type]
+        
+
+    @api.onchange("fixed_value_char","fixed_value_selection","fixed_value_text","fixed_value_html","fixed_value_integer","fixed_value_float","fixed_value_date","fixed_value_datetime",'fixed_value_many2one', "fixed_value_many2many","other_created_record_id","question_id")
+    def _compute_displayed_value(self):
+        for record in self:
+            if record.field_id:
+                if record.value_origin == 'other_record' and record.other_created_record_id:
+                    record.displayed_value = _("Other created record: ")+record.other_created_record_id.name
+                elif record.value_origin == 'fixed':
+                    if record.field_id.ttype == "many2one":
+                        if record.fixed_value_many2one:
+                            record.displayed_value = record.fixed_value_many2one.display_name
+                        else:
+                            record.displayed_value = None
+                    elif record.field_id.ttype == "many2many":
+                        if record.fixed_value_many2many:
+                            record.displayed_value = ", ".join([r.value_reference.display_name for r in record.fixed_value_many2many if r.value_reference])
+                        else:
+                            record.displayed_value = None
+                    elif record.field_id.ttype == "date":
+                        record.displayed_value = format_date(self.env, record.fixed_value_date)
+                    elif record.field_id.ttype == "datetime":
+                        record.displayed_value = format_date(self.env, record.fixed_value_datetime)
+                    else:
+                        record.displayed_value = str(record['fixed_value_'+record.field_id.ttype])
+                else: #value_origin = question
+                    record.displayed_value = _('Answer to question: %s',record.question_id.title)
+            else:
+                record.displayed_value = ""
+
+class SurveyRecordCreationFieldValuesX2m(models.Model):
+    """O2m an M2m default values 
+    """
+    _name = 'survey.record.creation.field.values.x2m'
+
+    survey_record_creation_field_values_id = fields.Many2one('survey.record.creation.field.values')
+    value_reference = fields.Reference(string='Record',  selection='_selection_target_model')
+
+    @api.model
+    def _selection_target_model(self):
+        return [(model.model, model.name) for model in self.env['ir.model'].sudo().search([])]
+    
+
+    @api.onchange('survey_record_creation_field_values_id')
+    def _onchange_model_name(self):
+        # Set reference field model and select first record
+        field = self.survey_record_creation_field_values_id.field_id 
+        if field and "2many" in field.ttype and field.relation:
+            rec = self.env[field.relation].search([], limit=1)
+            if rec:            
+                self.value_reference = f"{field.relation},{rec.id}"
+            else:
+                model_name = self.env['ir.model'].search([('model','=',field.relation)]).name
+                raise ValueError(_('You should append at least one record in %s',(model_name,)))

survey_record_generation/models/survey_survey.py

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+
+import logging
+
+from odoo import api, fields, models, _
+
+_logger = logging.getLogger(__name__)
+
+
+class SurveySurvey(models.Model):
+    _inherit = 'survey.survey'
+
+    survey_record_creation_ids = fields.One2many('survey.record.creation', 'survey_id', 'Records creation', help="List of records created when survey submitted")
+    

survey_record_generation/models/survey_user_input.py

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+# 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 _mark_done(self):
+        # generate records
+        for user_input in self:
+            created_records = {}
+            fields_to_update = []
+
+            for record_creation in user_input.survey_id.survey_record_creation_ids:
+                model = record_creation.model_id.model
+                vals = {}
+                
+                for field_value in record_creation.field_values_ids:
+                    if field_value.value_origin == 'fixed':
+                        vals[field_value.field_id.name] = field_value.get_fixed_value_for_record_creation()
+                    elif field_value.value_origin == 'question':
+                        # find user_input_lines of the question
+                        user_input_lines = [user_input_line for user_input_line in user_input.user_input_line_ids if user_input_line.question_id == field_value.question_id]
+
+                        if field_value.question_id.question_type in ['simple_choice', 'multiple_choice','matrix']:
+                            if field_value.question_id.answer_value_type == 'record':
+                                record_ids = []
+                                for user_input_line in user_input_lines:                            
+                                    if user_input_line.suggested_answer_id and user_input_line.suggested_answer_id.record_id:
+                                        record_ids.append(user_input_line.suggested_answer_id.record_id.id)
+                                if field_value.question_id.question_type == 'simple_choice':
+                                    vals[field_value.field_id.name] = record_ids[0]
+                                else:
+                                    vals[field_value.field_id.name] = record_ids
+                            if field_value.question_id.answer_value_type == 'value':
+                                vals[field_value.field_id.name] = user_input_line.suggested_answer_id.value_char
+                        else:
+                            user_input_line = user_input_lines[0]
+                            vals[field_value.field_id.name] = user_input_line[0][f"value_{user_input_line.answer_type}"]
+                    elif field_value.value_origin == 'other_record':
+                        fields_to_update.append(field_value)
+
+                # Create record
+                record = self.env[model].create(vals)
+                created_records[record_creation.id] = record
+
+            # update linked records
+            for field_to_update in fields_to_update:
+                record_to_update = created_records[field_to_update.survey_record_creation_id.id]
+                linked_record = created_records[field_to_update.other_created_record_id.id]
+                record_to_update.write({field_to_update.field_id.name:linked_record.id})
+
+        return super()._mark_done()

survey_record_generation/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_survey_record_creation,survey.record.creation,survey_record_generation.model_survey_record_creation,survey.group_survey_user,1,1,1,1
+access_survey_record_creation_field_values,survey.record.creation.field.values,survey_record_generation.model_survey_record_creation_field_values,survey.group_survey_user,1,1,1,1
+access_survey_record_creation_field_values_x2m,survey.record.creation.field.values.x2m,survey_record_generation.model_survey_record_creation_field_values_x2m,survey.group_survey_user,1,1,1,1

survey_record_generation/views/survey_question_views.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="survey_question_form" model="ir.ui.view">
+        <field name="name">survey.question.view.form.inherit.record.generation</field>
+        <field name="model">survey.question</field>
+        <field name="inherit_id" ref="survey.survey_question_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='suggested_answer_ids']" position="before">
+                <field name="answer_values_type" />
+                <field name="model_id" attrs="{'invisible':[('answer_values_type','!=','record')]}" />
+            </xpath>
+            <xpath expr="//field[@name='suggested_answer_ids']" position="attributes">
+                <attribute
+                    name="context"
+                >{'default_question_id': active_id, 'default_model_id': model_id}</attribute>
+            </xpath>
+            <xpath expr="//field[@name='suggested_answer_ids']/tree" position="inside">
+                <field name="answer_values_type" invisible="1" />
+                <field name="model_id" invisible="1" />
+                <field name="record_id" 
+                    options="{'hide_model': True, 'no_create': True, 'no_edit': True, 'no_open': True}" 
+                    attrs="{'invisible':[('answer_values_type','!=','record')]}"/>                
+                <field name="value_char"
+                    attrs="{'invisible':[('answer_values_type','!=','value')]}" />
+            </xpath>
+        </field>
+    </record>
+</odoo>

survey_record_generation/views/survey_survey_views.xml

@@ -0,0 +1,113 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="survey_survey_view_form" model="ir.ui.view">
+        <field name="name">survey.survey.view.form.inherit.record.generation</field>
+        <field name="model">survey.survey</field>
+        <field name="inherit_id" ref="survey.survey_survey_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page name="record_creation" string="Record creation">
+                    <field name="survey_record_creation_ids">
+                        <tree>
+                            <field name="name" />
+                            <field name="model_id" />
+                        </tree>
+                        <form>
+                            <group>
+                                <field name="name" />
+                                <field name="model_id" />
+                                <field name="field_values_ids">
+                                    <tree>
+                                        <field name="field_id" />
+                                        <field name="displayed_value" />
+                                    </tree>  
+                                    <form>
+                                        <group>
+                                            <field name="model_id" invisible="1" />   
+                                            <field name="field_id" /> 
+                                            <field name="field_relation" invisible="1" />
+                                            <field name="field_type" invisible="1" />
+                                            <div colspan="2">
+                                                <field name="field_help" />
+                                            </div>
+                                            <field name="survey_id" invisible="1" />
+                                            <field name="value_origin" />
+                                            <field name="allowed_question_ids" invisible="1" />
+                                        </group>
+                                        <div attrs="{'invisible':['|',('value_origin','!=','fixed'),('field_id','=',False)]}">
+                                            <group>
+                                                <field name="displayed_value" invisible="1" />                                    
+                                                <field 
+                                                    name="fixed_value_char" 
+                                                    attrs="{'invisible':[('field_type','in',['selection','text','html','integer','float','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_selection" 
+                                                    attrs="{'invisible':[('field_type','in',['char','text','html','integer','float','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_text" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','html','integer','float','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_html" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','text','integer','float','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_integer" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','text','html','float','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_float" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','text','html','integer','date','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_date" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','text','html','integer','float','datetime','many2one','many2many'])]}" 
+                                                />
+                                                <field 
+                                                    name="fixed_value_datetime" 
+                                                    attrs="{'invisible':[('field_type','in',['char','selection','text','html','integer','float','date','many2one','many2many'])]}" 
+                                                />
+                                                <field
+                                                    name="fixed_value_many2one"
+                                                    attrs="{'invisible':[('field_type','!=','many2one')]}"
+                                                    readonly="False"
+                                                    options="{'hide_model': True, 'no_create': True, 'no_edit': True, 'no_open': True}"
+                                                />
+                                                <field name="fixed_value_many2many"
+                                                    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" 
+                                                        options="{'hide_model': True, 'no_create': True, 'no_edit': True, 'no_open': True}"
+                                                        />
+                                                    </tree>
+                                                </field>
+                                            </group>
+                                        </div>
+                                        <div attrs="{'invisible':['|',('value_origin','!=','question'),('field_id','=',False)]}">
+                                            <group>
+                                                <field name="question_id" />
+                                            </group>
+                                        </div>
+                                        <div attrs="{'invisible':['|','|',('value_origin','!=','other_record'),('field_id','=',False),('field_type','!=','many2one')]}">
+                                            <group>
+                                                <field name="other_created_record_id" />
+                                            </group>
+                                        </div>
+                                    </form>                              
+                                </field>
+                                <div colspan="2">
+                                    <field name="warning_message" />
+                                </div>
+                            </group>
+                        </form>
+                    </field>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>