[ADD] survey_xlsx_expand_multiple_choice, survey_xlsx_extra_fields

survey_xlsx_expand_multiple_choice: expand multiple_choice questions into
one Oui/Non column per option, and matrix questions into one column per
row (value = selected option). Relies on the extension hooks added to
survey_xlsx.

survey_xlsx_extra_fields: bridge (auto_install) with survey_extra_fields
that excludes 'file' question types from the XLSX export.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-07-02 12:24:51 +02:00
parent d0afa2310d
commit e10ec8d752
12 changed files with 335 additions and 0 deletions

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import report

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Survey XLSX - Expand Multiple Choice",
"summary": """
Expands multiple_choice questions into one Oui/Non column per option, and
matrix questions into one column per row (value = selected option)""",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"installable": True,
"application": False,
"author": "Elabore",
"website": "https://elabore.coop",
"depends": ["survey_xlsx"],
}

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import report_survey_xlsx

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import models
class ReportSurveyXlsx(models.AbstractModel):
_inherit = "report.survey.xlsx"
def _write_question_header(self, sheet, question, cols, bold):
if question.question_type == "multiple_choice":
for answer in question.suggested_answer_ids:
col_key = f"question_{question.id}_answer_{answer.id}"
sheet.write(
0,
cols[col_key],
f"{question.title} / {answer.value}",
bold,
)
return
if question.question_type == "matrix":
for row in question.matrix_row_ids:
col_key = f"question_{question.id}_row_{row.id}"
sheet.write(
0,
cols[col_key],
f"{question.title} / {row.value}",
bold,
)
return
return super()._write_question_header(sheet, question, cols, bold)
def _process_user_answer(self, data, user_input_id, user_answer, cols):
question = user_answer.question_id
if question.question_type == "multiple_choice":
if user_answer.skipped:
return
col_key = f"question_{question.id}_answer_{user_answer.suggested_answer_id.id}"
if col_key not in cols:
return
data[user_input_id][cols[col_key]] = ["Oui"]
return
if question.question_type == "matrix":
if user_answer.skipped:
return
col_key = f"question_{question.id}_row_{user_answer.matrix_row_id.id}"
if col_key not in cols:
return
data[user_input_id][cols[col_key]].append(
user_answer.suggested_answer_id.value
)
return
return super()._process_user_answer(data, user_input_id, user_answer, cols)
def _post_process_user_input(self, data, user_input, cols):
super()._post_process_user_input(data, user_input, cols)
answered_mc = set()
for line in user_input.user_input_line_ids:
if line.question_id.question_type == "multiple_choice" and not line.skipped:
answered_mc.add(line.question_id.id)
for question in user_input.survey_id.question_ids:
if question.question_type != "multiple_choice":
continue
if question.id not in answered_mc:
continue
for answer in question.suggested_answer_ids:
col_key = f"question_{question.id}_answer_{answer.id}"
if col_key in cols:
col_idx = cols[col_key]
if col_idx not in data[user_input.id]:
data[user_input.id][col_idx] = ["Non"]

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import test_report

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
import io
import openpyxl
from odoo.addons.survey.tests import common
class TestExpandMultipleChoice(common.TestSurveyCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.mc_question = cls._add_question(
cls,
page=cls.page_0,
name="Favorite colors",
qtype="multiple_choice",
labels=[
{"value": "Red"},
{"value": "Green"},
{"value": "Blue"},
],
survey_id=cls.survey.id,
sequence=10,
)
cls.answer_red = cls.mc_question.suggested_answer_ids[0]
cls.answer_green = cls.mc_question.suggested_answer_ids[1]
cls.answer_blue = cls.mc_question.suggested_answer_ids[2]
# Input 1: selects Red and Green
input1 = cls._add_answer(cls, cls.survey, cls.survey_manager.partner_id)
cls._add_answer_line(cls, cls.mc_question, input1, cls.answer_red.id)
cls._add_answer_line(cls, cls.mc_question, input1, cls.answer_green.id)
input1._mark_done()
# Input 2: selects Blue only
input2 = cls._add_answer(cls, cls.survey, False, email="test2@example.com")
cls._add_answer_line(cls, cls.mc_question, input2, cls.answer_blue.id)
input2._mark_done()
# Matrix question (one choice per row): satisfaction grid
cls.matrix_question = cls._add_question(
cls,
page=cls.page_0,
name="Satisfaction",
qtype="matrix",
matrix_subtype="simple",
labels=[
{"value": "Pas du tout satisfait"},
{"value": "Satisfait"},
],
labels_2=[
{"value": "Tableaux de bord"},
{"value": "Relation client"},
],
survey_id=cls.survey.id,
sequence=20,
)
cls.col_unhappy = cls.matrix_question.suggested_answer_ids[0]
cls.col_happy = cls.matrix_question.suggested_answer_ids[1]
cls.row_dashboard = cls.matrix_question.matrix_row_ids[0]
cls.row_client = cls.matrix_question.matrix_row_ids[1]
# input1 answers the matrix: dashboard -> unhappy, client -> happy
cls._add_answer_line(
cls,
cls.matrix_question,
input1,
cls.col_unhappy.id,
answer_value_row=cls.row_dashboard.id,
)
cls._add_answer_line(
cls,
cls.matrix_question,
input1,
cls.col_happy.id,
answer_value_row=cls.row_client.id,
)
def _get_sheet(self):
report = self.env.ref("survey_xlsx.report_survey_xlsx")
rep = self.env["ir.actions.report"]._render(report, self.survey.ids, {})
wb = openpyxl.load_workbook(io.BytesIO(rep[0]))
return wb.worksheets[0]
def _find_col(self, sheet, header):
for col in range(1, sheet.max_column + 1):
if sheet.cell(1, col).value == header:
return col
return None
def test_headers(self):
sheet = self._get_sheet()
self.assertIsNotNone(
self._find_col(sheet, "Favorite colors / Red")
)
self.assertIsNotNone(
self._find_col(sheet, "Favorite colors / Green")
)
self.assertIsNotNone(
self._find_col(sheet, "Favorite colors / Blue")
)
def test_values(self):
sheet = self._get_sheet()
col_red = self._find_col(sheet, "Favorite colors / Red")
col_green = self._find_col(sheet, "Favorite colors / Green")
col_blue = self._find_col(sheet, "Favorite colors / Blue")
# Collect rows by (red, green, blue) values
rows = set()
for row in range(2, sheet.max_row + 1):
rows.add((
sheet.cell(row, col_red).value,
sheet.cell(row, col_green).value,
sheet.cell(row, col_blue).value,
))
self.assertIn(("Oui", "Oui", "Non"), rows)
self.assertIn(("Non", "Non", "Oui"), rows)
def test_matrix_headers(self):
sheet = self._get_sheet()
self.assertIsNotNone(
self._find_col(sheet, "Satisfaction / Tableaux de bord")
)
self.assertIsNotNone(
self._find_col(sheet, "Satisfaction / Relation client")
)
# No per-column expansion for matrices
self.assertIsNone(
self._find_col(sheet, "Satisfaction / Pas du tout satisfait")
)
def test_matrix_values(self):
sheet = self._get_sheet()
col_dashboard = self._find_col(sheet, "Satisfaction / Tableaux de bord")
col_client = self._find_col(sheet, "Satisfaction / Relation client")
values = set()
for row in range(2, sheet.max_row + 1):
values.add((
sheet.cell(row, col_dashboard).value,
sheet.cell(row, col_client).value,
))
self.assertIn(("Pas du tout satisfait", "Satisfait"), values)

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from . import report

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Survey XLSX - Extra Fields Bridge",
"summary": """
Excludes 'file' question types from the survey XLSX export""",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"installable": True,
"application": False,
"auto_install": True,
"author": "Elabore",
"website": "https://elabore.coop",
"depends": [
"survey_xlsx_expand_multiple_choice",
"survey_extra_fields",
],
}

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from . import report_survey_xlsx

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import models
class ReportSurveyXlsx(models.AbstractModel):
_inherit = "report.survey.xlsx"
def _write_question_header(self, sheet, question, cols, bold):
# "file" questions store uploaded attachments that cannot be rendered
# in a spreadsheet cell: skip them so no column is created. Without a
# column, _process_user_answer ignores their answers automatically.
if question.question_type == "file":
return
return super()._write_question_header(sheet, question, cols, bold)

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from . import test_report

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# Copyright 2025 Elabore
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
import io
import openpyxl
from odoo.addons.survey.tests import common
class TestExcludeFileQuestion(common.TestSurveyCommon):
def setUp(self):
super().setUp()
self.text_question = self._add_question(
self.page_0,
"Your name",
"char_box",
survey_id=self.survey.id,
)
self.file_question = self._add_question(
self.page_0,
"Upload your document",
"file",
constr_mandatory=False,
survey_id=self.survey.id,
)
answer = self._add_answer(self.survey, False, email="test@example.com")
self._add_answer_line(self.text_question, answer, "Alice")
self.env["survey.user_input.line"].create({
"user_input_id": answer.id,
"question_id": self.file_question.id,
"answer_type": "file",
"skipped": False,
"value_file": "ZmFrZQ==",
"value_file_fname": "doc.pdf",
})
answer._mark_done()
def _get_sheet(self):
report = self.env.ref("survey_xlsx.report_survey_xlsx")
rep = self.env["ir.actions.report"]._render(report, self.survey.ids, {})
wb = openpyxl.load_workbook(io.BytesIO(rep[0]))
return wb.worksheets[0]
def _find_col(self, sheet, header):
for col in range(1, sheet.max_column + 1):
if sheet.cell(1, col).value == header:
return col
return None
def test_file_question_excluded(self):
sheet = self._get_sheet()
# Regular questions are still exported
self.assertIsNotNone(self._find_col(sheet, "Your name"))
# File questions get no column at all
self.assertIsNone(self._find_col(sheet, "Upload your document"))