survey_record_generation-new-option-update_existing_fields #18

Merged
mondot merged 1 commits from survey_record_generation-new-option-update_existing_fields into 18.0 2026-04-10 08:51:53 +00:00
7 changed files with 139 additions and 61 deletions

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@@ -72,7 +72,12 @@ Record generation configuration
For m2o or m2m links, question should be configured before. See Question answers configuration section below.
* **other created record**: If value come from other created record (m2o case only)
#. Several options exist for the *record creation* :
#. You can check "Ignore creation if a mandatory field is missing" to prevent the form to crash if some record creations fail.
#. You can check "Update existing records" to update existing records instead of creating it. For this, you need to
precise the "Field to retrieve existing records". Only the first matched record will be updated. By default
the existing values are not replaced, except if you check the option "Update existing values".
Question answers configuration
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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@@ -2,7 +2,7 @@
{
"name": "Survey record generation",
'summary': 'Allow to create record of any model when sending the form',
'summary': 'Allow to create or update record of any model when sending the form',
'description': """
Allow to create record of any model when sending the form :
----------------------------------------------------

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@@ -4,10 +4,10 @@
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-11-13 16:41+0000\n"
"PO-Revision-Date: 2025-11-13 16:41+0000\n"
"POT-Creation-Date: 2026-04-09 07:55+0000\n"
"PO-Revision-Date: 2026-04-09 07:55+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
@@ -44,8 +44,6 @@ msgstr "Question autorisée"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#, python-format
msgid "Answer to question: %s"
msgstr "Réponse à la question : %s"
@@ -130,8 +128,6 @@ msgstr "Type de champ"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#, python-format
msgid "Field type is : <b>%s</b>"
msgstr "Le type de champ est : <b>%s</b>"
@@ -198,22 +194,14 @@ msgid ""
"error is ignored."
msgstr ""
"Si un champs requis est manquant lors de la création de l'enregistrement, "
"une erreur est levée lors de la soumission du formulaire. "
"En activant cette option, l'erreur sera ignorée."
"une erreur est levée lors de la soumission du formulaire. En activant cette "
"option, l'erreur sera ignorée."
#. module: survey_record_generation
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation__ignore_if_mandatory_field_is_missing
msgid "Ignore creation if a mandatory field is missing"
msgstr "Ignorer la création si un champs requis est manquant"
#. module: survey_record_generation
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_generated_record____last_update
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation____last_update
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation_field_values____last_update
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation_field_values_x2m____last_update
msgid "Last Modified on"
msgstr "Dernière modification le"
#. module: survey_record_generation
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_generated_record__write_uid
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation__write_uid
@@ -269,8 +257,6 @@ msgstr "Pas d'enregistrements générés trouvés"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_question.py:0
#: code:addons/survey_record_generation/models/survey_question.py:0
#, python-format
msgid "No record found in %s"
msgstr "Pas d'enregistrements trouvés parmis %s"
@@ -292,7 +278,7 @@ msgstr ""
#: model_terms:ir.ui.view,arch_db:survey_record_generation.survey_survey_view_form
msgid ""
"Only the first matched record will be updated.\n"
" Also to be noticed, the unicity check feature has priority over updating the existing record."
" Also to be noticed, the unicity check feature has priority over updating the existing record."
msgstr ""
"Attention, seul le premier enregistrement trouvé sera mis à jour. Aussi, si "
"vous avez des champs avec une contrainte d'unicité, cette contrainte aura la"
@@ -301,8 +287,6 @@ msgstr ""
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#, python-format
msgid "Other created record: "
msgstr "Autre enregistrement créé : "
@@ -353,8 +337,6 @@ msgstr "Modèle relatif"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation.py:0
#: code:addons/survey_record_generation/models/survey_record_creation.py:0
#, python-format
msgid "Some required fields are not set : %s"
msgstr "Certains champs requis ne sont pas remplis : %s"
@@ -388,17 +370,25 @@ msgstr "Sondage Création d'enregistrement Valeur des champs"
#. module: survey_record_generation
#: model:ir.model,name:survey_record_generation.model_survey_user_input
msgid "Survey User Input"
msgstr "Saisie utilisateur du sondage"
msgstr "Entrée utilisateur du sondage"
#. module: survey_record_generation
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_generated_record__survey_record_creation_id
msgid "Survey record creation"
msgstr "Génération d'enregistrement depuis la participation"
#. module: survey_record_generation
#: model:ir.model.fields,help:survey_record_generation.field_survey_record_creation__update_existing_values
msgid ""
"The default behavior is to not update the existing fields. If checked, the "
"existing fields will be updated. "
msgstr ""
"Le comportement par défaut est de ne pas mettre à jour les valeurs existantes. Si cette option est cochée, "
"les valeurs existantes seront écrasées."
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_user_input.py:0
#, python-format
msgid ""
"The field %(field)s is mandatory for model %(model)s. In Record Creation "
"tab, drag %(record)s on top of the model %(model)s."
@@ -407,20 +397,16 @@ 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_values
msgid "Update existing values"
msgstr "Écraser les valeurs existantes"
#. module: survey_record_generation
#: model:ir.model.fields,field_description:survey_record_generation.field_survey_record_creation__update_existing_records
msgid "Update existing records"
@@ -455,17 +441,12 @@ msgstr "Message d'erreur"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#, python-format
msgid "You should append at least one record in %s"
msgstr "Vous devez au moins ajouter un enregistrement dans %s"
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_user_input.py:0
#, python-format
msgid ""
"[Survey record generation] The answer values type '%(type)s' is not "
"supported (for question %(question)s). Use 'record' or 'value' instead."
@@ -477,7 +458,6 @@ msgstr ""
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_user_input.py:0
#, python-format
msgid ""
"[Survey record generation] The boolean value %s(value)s is not supported "
"(for question %(question)s)."
@@ -488,7 +468,6 @@ msgstr ""
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_user_input.py:0
#, python-format
msgid ""
"[Survey record generation] The question type %(type)s is not recognized (for"
" question %(question)s)."
@@ -499,7 +478,6 @@ msgstr ""
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_user_input.py:0
#, python-format
msgid ""
"[Survey record generation] The question type %(type)s is not supported yet."
msgstr ""
@@ -509,8 +487,6 @@ msgstr ""
#. module: survey_record_generation
#. odoo-python
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#: code:addons/survey_record_generation/models/survey_record_creation_field_values.py:0
#, python-format
msgid "possible values are %s"
msgstr "les valeurs possibles sont %s"

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@@ -27,6 +27,11 @@ class SurveyRecordCreation(models.Model):
help="Choose the field you want to use to retrieve the existing record. "
"WARNING: We update only the first record found.",
)
update_existing_values = fields.Boolean(
string="Update existing values",
help="The default behavior is to not update the existing fields. "
"If checked, the existing fields will be updated. ",
)
allowed_field_ids = fields.Many2many(
"ir.model.fields",
compute="_compute_allowed_field_ids",

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@@ -71,12 +71,15 @@ class SurveyUserInput(models.Model):
if duplicate:
record = duplicate
elif existing_record:
vals_with_keys_not_in_record = {
k: v
for k, v in vals.items()
if not getattr(existing_record, k, False)
}
existing_record.write(vals_with_keys_not_in_record)
if record_creation.update_existing_values:
existing_record.write(vals)
else:
vals_with_keys_not_in_record = {
k: v
for k, v in vals.items()
if not getattr(existing_record, k, False)
}
existing_record.write(vals_with_keys_not_in_record)
record = existing_record
else:
try:

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@@ -722,9 +722,91 @@ class TestSurveyRecordCreation(SurveyCase):
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")
self.assertEqual(len(partner), 1)
self.assertEqual(partner.email, "jean@test.fr")
self.assertEqual(partner.function, "happiness office manager")
def test_update_all_fields_when_updating_records(self):
# A contact with name 'Jean' and email 'jean@test.fr' already exists.
# We'll update the fields 'function' AND 'email' of this partner
# because the option 'update_existing_values' is True
self.env["res.partner"].create(
{
"name": "Jean",
"email": "jean@test.fr",
}
)
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,
"update_existing_values": True,
}
)
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="IAmTheNewEmailReplacingTheOldOne@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.assertEqual(len(partner), 1)
self.assertEqual(partner.email, "IAmTheNewEmailReplacingTheOldOne@test.fr")
self.assertEqual(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

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@@ -16,12 +16,19 @@
</list>
<form>
<group>
<field name="name" />
<field name="model_id" />
<field name="ignore_if_mandatory_field_is_missing" />
<field name="update_existing_records" />
<field name="allowed_field_ids" invisible="1"/>
<field name="field_to_retrieve_existing_records" invisible="not update_existing_records"/>
<group colspan="4">
<field name="name" />
<field name="model_id" />
<field name="ignore_if_mandatory_field_is_missing" />
<field name="allowed_field_ids" invisible="1"/>
</group>
<group>
<field name="update_existing_records" />
</group>
<group invisible="not update_existing_records">
<field name="field_to_retrieve_existing_records"/>
<field name="update_existing_values"/>
</group>
<div colspan="2" style="width:100%;">
<div class="alert alert-warning"
invisible="not update_existing_records">