From 9ead22c1c7760a8dd66a48f14890b4306f04cbf8 Mon Sep 17 00:00:00 2001 From: clementthomas Date: Tue, 19 Sep 2023 16:27:36 +0200 Subject: [PATCH] [ADD] survey_crm_generation --- survey_crm_generation/README.rst | 105 +++++ survey_crm_generation/__init__.py | 1 + survey_crm_generation/__manifest__.py | 26 + .../demo/survey_crm_demo.xml | 51 ++ survey_crm_generation/i18n/es.po | 137 ++++++ survey_crm_generation/models/__init__.py | 4 + survey_crm_generation/models/crm_lead.py | 9 + .../models/survey_question.py | 9 + survey_crm_generation/models/survey_survey.py | 16 + .../models/survey_user_input.py | 55 +++ survey_crm_generation/readme/CONFIGURE.rst | 8 + survey_crm_generation/readme/CONTRIBUTORS.rst | 4 + survey_crm_generation/readme/DESCRIPTION.rst | 1 + survey_crm_generation/readme/USAGE.rst | 2 + .../static/description/icon.png | Bin 0 -> 8322 bytes .../static/description/index.html | 445 ++++++++++++++++++ .../tests/survey_crm_generation_tour.js | 48 ++ survey_crm_generation/tests/__init__.py | 1 + .../tests/test_survey_crm_sale_generation.py | 49 ++ .../views/crm_lead_views.xml | 15 + .../views/survey_question_views.xml | 17 + .../views/survey_survey_views.xml | 23 + .../views/survey_user_input_views.xml | 15 + 23 files changed, 1041 insertions(+) create mode 100644 survey_crm_generation/README.rst create mode 100644 survey_crm_generation/__init__.py create mode 100644 survey_crm_generation/__manifest__.py create mode 100644 survey_crm_generation/demo/survey_crm_demo.xml create mode 100644 survey_crm_generation/i18n/es.po create mode 100644 survey_crm_generation/models/__init__.py create mode 100644 survey_crm_generation/models/crm_lead.py create mode 100644 survey_crm_generation/models/survey_question.py create mode 100644 survey_crm_generation/models/survey_survey.py create mode 100644 survey_crm_generation/models/survey_user_input.py create mode 100644 survey_crm_generation/readme/CONFIGURE.rst create mode 100644 survey_crm_generation/readme/CONTRIBUTORS.rst create mode 100644 survey_crm_generation/readme/DESCRIPTION.rst create mode 100644 survey_crm_generation/readme/USAGE.rst create mode 100644 survey_crm_generation/static/description/icon.png create mode 100644 survey_crm_generation/static/description/index.html create mode 100644 survey_crm_generation/static/tests/survey_crm_generation_tour.js create mode 100644 survey_crm_generation/tests/__init__.py create mode 100644 survey_crm_generation/tests/test_survey_crm_sale_generation.py create mode 100644 survey_crm_generation/views/crm_lead_views.xml create mode 100644 survey_crm_generation/views/survey_question_views.xml create mode 100644 survey_crm_generation/views/survey_survey_views.xml create mode 100644 survey_crm_generation/views/survey_user_input_views.xml diff --git a/survey_crm_generation/README.rst b/survey_crm_generation/README.rst new file mode 100644 index 0000000..698a837 --- /dev/null +++ b/survey_crm_generation/README.rst @@ -0,0 +1,105 @@ +======================= +Survey leads generation +======================= + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:72ceb1068020aaec4baba6df86a6b1b024793db57bdfc2cec8374da9cac8d031 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png + :target: https://odoo-community.org/page/development-status + :alt: Beta +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github + :target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation + :alt: OCA/survey +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png + :target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0 + :alt: Try me on Runboat + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module allows to generate leads/opportunities from surveys. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure the leads/opportunities generation: + +#. Go to the configured survey. +#. In the *CRM* section of the *Options* tab, set *Generate leads* on. +#. Optionally you can set default tags for the generated leads. +#. You can set the crm team to assign the leads to. + +The questions marked to be shown in the lead description will be shown there. + +Usage +===== + +Once the surveys are submited a lead/opportunity (depending on the default options for +the company) will be generated with a link to the answers. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub Issues `_. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us to smash it by providing a detailed and welcomed +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Tecnativa + +Contributors +~~~~~~~~~~~~ + +* `Tecnativa `_ + + * David Vidal + * Stefan ungureanu + +Maintainers +~~~~~~~~~~~ + +This module is maintained by the OCA. + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use. + +.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px + :target: https://github.com/chienandalu + :alt: chienandalu + +Current `maintainer `__: + +|maintainer-chienandalu| + +This module is part of the `OCA/survey `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/survey_crm_generation/__init__.py b/survey_crm_generation/__init__.py new file mode 100644 index 0000000..0650744 --- /dev/null +++ b/survey_crm_generation/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/survey_crm_generation/__manifest__.py b/survey_crm_generation/__manifest__.py new file mode 100644 index 0000000..ef8ecb5 --- /dev/null +++ b/survey_crm_generation/__manifest__.py @@ -0,0 +1,26 @@ +# Copyright 2023 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +{ + "name": "Survey leads generation", + "summary": "Generate CRM leads/opportunities from surveys", + "version": "16.0.1.0.0", + "development_status": "Beta", + "category": "Marketing/Survey", + "website": "https://github.com/OCA/survey", + "author": "Tecnativa, Odoo Community Association (OCA)", + "maintainers": ["chienandalu"], + "license": "AGPL-3", + "depends": ["survey", "crm"], + "data": [ + "views/survey_survey_views.xml", + "views/survey_question_views.xml", + "views/survey_user_input_views.xml", + "views/crm_lead_views.xml", + ], + "demo": ["demo/survey_crm_demo.xml"], + "assets": { + "web.assets_tests": [ + "/survey_crm_generation/static/tests/survey_crm_generation_tour.js", + ], + }, +} diff --git a/survey_crm_generation/demo/survey_crm_demo.xml b/survey_crm_generation/demo/survey_crm_demo.xml new file mode 100644 index 0000000..638631c --- /dev/null +++ b/survey_crm_generation/demo/survey_crm_demo.xml @@ -0,0 +1,51 @@ + + + + Survey Leads + + + OCA Partnership + + + + OCA Partnership + + + + Become OCA Partner + Be part of the Odoo Community! + 08b4db21-66cc-4c69-a712-cc364c54902c + public + + + + + + + + 0 + E-mail address + text_box + + + + + + 1 + Your company name? + text_box + + + + + + 2 + And your name? + text_box + + + + diff --git a/survey_crm_generation/i18n/es.po b/survey_crm_generation/i18n/es.po new file mode 100644 index 0000000..2dfe41d --- /dev/null +++ b/survey_crm_generation/i18n/es.po @@ -0,0 +1,137 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * survey_crm_generation +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 15.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2023-06-01 09:49+0000\n" +"PO-Revision-Date: 2023-06-01 12:07+0200\n" +"Last-Translator: \n" +"Language-Team: \n" +"Language: es_ES\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: 8bit\n" +"Plural-Forms: nplurals=2; plural=(n != 1);\n" +"X-Generator: Poedit 3.0.1\n" + +#. module: survey_crm_generation +#: model:survey.question,title:survey_crm_generation.survey_oca_q3 +msgid "And your name?" +msgstr "¿Y tu nombre? " + +#. module: survey_crm_generation +#: model:survey.survey,description:survey_crm_generation.become_partner +msgid "Be part of the Odoo Community!" +msgstr "¡Se parte de la comunidad de Odoo!" + +#. module: survey_crm_generation +#: model:survey.survey,title:survey_crm_generation.become_partner +msgid "Become OCA Partner" +msgstr "Conviértete en miembro OCA" + +#. module: survey_crm_generation +#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_form +#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_question_form +msgid "CRM" +msgstr "CRM" + +#. module: survey_crm_generation +#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_tag_ids +msgid "Crm Tag" +msgstr "Etiqueta CRM" + +#. module: survey_crm_generation +#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_team_id +msgid "Crm Team" +msgstr "Equipo CRM" + +#. module: survey_crm_generation +#: model:survey.question,title:survey_crm_generation.survey_oca_q0 +msgid "E-mail address" +msgstr "Dirección de correo electrónico" + +#. module: survey_crm_generation +#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__generate_leads +msgid "Generate Leads" +msgstr "Generación de iniciativa" + +#. module: survey_crm_generation +#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__generate_leads +msgid "Generate leads/opportunities linked to the generated quotations" +msgstr "Generar iniciativas/oportunidades vinculadas a las ofertas generadas" + +#. module: survey_crm_generation +#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q0 +#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q1 +#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q3 +msgid "If other, please specify:" +msgstr "Si es otro, especifíquelo:" + +#. module: survey_crm_generation +#: model:ir.model,name:survey_crm_generation.model_crm_lead +msgid "Lead/Opportunity" +msgstr "Iniciativa/Oportunidad" + +#. module: survey_crm_generation +#: model:crm.tag,name:survey_crm_generation.tag_oca_partnership +#: model:crm.team,name:survey_crm_generation.oca_partnership_leads +msgid "OCA Partnership" +msgstr "Asociación OCA" + +#. module: survey_crm_generation +#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_user_input__opportunity_id +msgid "Opportunity" +msgstr "Oportunidad" + +#. module: survey_crm_generation +#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__crm_tag_ids +msgid "Set the default crm tags in the generated leads/opportunities" +msgstr "Establecer las etiquetas crm por defecto en las iniciativas/oportunidades generadas" + +#. module: survey_crm_generation +#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_question__show_in_lead_description +msgid "Show In Lead Description" +msgstr "Mostrar en la descripción de la iniciativa" + +#. module: survey_crm_generation +#: model:ir.model,name:survey_crm_generation.model_survey_survey +msgid "Survey" +msgstr "Encuesta" + +#. module: survey_crm_generation +#: model:crm.tag,name:survey_crm_generation.tag_survey_leads +msgid "Survey Leads" +msgstr "Encuesta de la iniciativa" + +#. module: survey_crm_generation +#: model:ir.model,name:survey_crm_generation.model_survey_question +msgid "Survey Question" +msgstr "Pregunta de la encuesta" + +#. module: survey_crm_generation +#: model:ir.model,name:survey_crm_generation.model_survey_user_input +#: model:ir.model.fields,field_description:survey_crm_generation.field_crm_lead__survey_user_input_id +msgid "Survey User Input" +msgstr "Respuestas de los usuarios" + +#. module: survey_crm_generation +#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q0 +#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q1 +#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q3 +msgid "The answer you entered is not valid." +msgstr "La respuesta que has introducido no es válida." + +#. module: survey_crm_generation +#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q0 +#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q1 +#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q3 +msgid "This question requires an answer." +msgstr "Esta pregunta requiere una respuesta." + +#. module: survey_crm_generation +#: model:survey.question,title:survey_crm_generation.survey_oca_q1 +msgid "Your company name?" +msgstr "¿El nombre de su empresa?" diff --git a/survey_crm_generation/models/__init__.py b/survey_crm_generation/models/__init__.py new file mode 100644 index 0000000..e27bb41 --- /dev/null +++ b/survey_crm_generation/models/__init__.py @@ -0,0 +1,4 @@ +from . import crm_lead +from . import survey_question +from . import survey_survey +from . import survey_user_input diff --git a/survey_crm_generation/models/crm_lead.py b/survey_crm_generation/models/crm_lead.py new file mode 100644 index 0000000..0471593 --- /dev/null +++ b/survey_crm_generation/models/crm_lead.py @@ -0,0 +1,9 @@ +# Copyright 2023 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import fields, models + + +class CrmLead(models.Model): + _inherit = "crm.lead" + + survey_user_input_id = fields.Many2one(comodel_name="survey.user_input") diff --git a/survey_crm_generation/models/survey_question.py b/survey_crm_generation/models/survey_question.py new file mode 100644 index 0000000..f5163eb --- /dev/null +++ b/survey_crm_generation/models/survey_question.py @@ -0,0 +1,9 @@ +# Copyright 2022 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import fields, models + + +class SurveyQuestion(models.Model): + _inherit = "survey.question" + + show_in_lead_description = fields.Boolean() diff --git a/survey_crm_generation/models/survey_survey.py b/survey_crm_generation/models/survey_survey.py new file mode 100644 index 0000000..62b1eaf --- /dev/null +++ b/survey_crm_generation/models/survey_survey.py @@ -0,0 +1,16 @@ +# Copyright 2023 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import fields, models + + +class SurveySurvey(models.Model): + _inherit = "survey.survey" + + generate_leads = fields.Boolean( + help="Generate leads/opportunities linked to the generated quotations", + ) + crm_tag_ids = fields.Many2many( + comodel_name="crm.tag", + help="Set the default crm tags in the generated leads/opportunities", + ) + crm_team_id = fields.Many2one(comodel_name="crm.team") diff --git a/survey_crm_generation/models/survey_user_input.py b/survey_crm_generation/models/survey_user_input.py new file mode 100644 index 0000000..ec9b968 --- /dev/null +++ b/survey_crm_generation/models/survey_user_input.py @@ -0,0 +1,55 @@ +# Copyright 2022 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import fields, models, _ + + +class SurveyUserInput(models.Model): + _inherit = "survey.user_input" + + opportunity_id = fields.Many2one(comodel_name="crm.lead") + + def _prepare_opportunity(self): + return { + "name": self.survey_id.title, + "tag_ids": [(6, 0, self.survey_id.crm_tag_ids.ids)], + "partner_id": self.partner_id.id, + "user_id": self.survey_id.crm_team_id.user_id.id, + "team_id": self.survey_id.crm_team_id.id, + "company_id": self.create_uid.company_id.id, + "survey_user_input_id": self.id, + "description": self._prepare_lead_description(), + } + + def _prepare_lead_description(self): + """We can have surveys without partner. It's handy to have some relevant info + in the description although the answers are linked themselves. + + :return str: description for the lead + """ + relevant_answers = self.user_input_line_ids.filtered( + lambda x: not x.skipped and x.question_id.show_in_lead_description + ) + + description = ''+_('Survey answers: ')+"
  • "+"
  • ".join( + f"{answer.question_id.title}: {answer[f'value_{answer.answer_type}'].display_name}" if isinstance(answer[f'value_{answer.answer_type}'],models.Model) else f"{answer.question_id.title}: {answer[f'value_{answer.answer_type}']}" + for answer in relevant_answers + )+"
" + return description + + def _create_opportunity_post_process(self): + """After creating the lead send an internal message with the input link""" + self.opportunity_id.message_post_with_view( + "mail.message_origin_link", + values={"self": self.opportunity_id, "origin": self}, + subtype_id=self.env.ref("mail.mt_note").id, + ) + + def _mark_done(self): + """Generate the opportunity when the survey is submitted""" + res = super()._mark_done() + if not self.survey_id.generate_leads: + return res + vals = self._prepare_opportunity() + self.opportunity_id = self.env["crm.lead"].sudo().create(vals) + self._create_opportunity_post_process() + return res diff --git a/survey_crm_generation/readme/CONFIGURE.rst b/survey_crm_generation/readme/CONFIGURE.rst new file mode 100644 index 0000000..4c55dc7 --- /dev/null +++ b/survey_crm_generation/readme/CONFIGURE.rst @@ -0,0 +1,8 @@ +To configure the leads/opportunities generation: + +#. Go to the configured survey. +#. In the *CRM* section of the *Options* tab, set *Generate leads* on. +#. Optionally you can set default tags for the generated leads. +#. You can set the crm team to assign the leads to. + +The questions marked to be shown in the lead description will be shown there. diff --git a/survey_crm_generation/readme/CONTRIBUTORS.rst b/survey_crm_generation/readme/CONTRIBUTORS.rst new file mode 100644 index 0000000..cbf3a46 --- /dev/null +++ b/survey_crm_generation/readme/CONTRIBUTORS.rst @@ -0,0 +1,4 @@ +* `Tecnativa `_ + + * David Vidal + * Stefan ungureanu diff --git a/survey_crm_generation/readme/DESCRIPTION.rst b/survey_crm_generation/readme/DESCRIPTION.rst new file mode 100644 index 0000000..f115b35 --- /dev/null +++ b/survey_crm_generation/readme/DESCRIPTION.rst @@ -0,0 +1 @@ +This module allows to generate leads/opportunities from surveys. diff --git a/survey_crm_generation/readme/USAGE.rst b/survey_crm_generation/readme/USAGE.rst new file mode 100644 index 0000000..79a88f5 --- /dev/null +++ b/survey_crm_generation/readme/USAGE.rst @@ -0,0 +1,2 @@ +Once the surveys are submited a lead/opportunity (depending on the default options for +the company) will be generated with a link to the answers. diff --git a/survey_crm_generation/static/description/icon.png b/survey_crm_generation/static/description/icon.png new file mode 100644 index 0000000000000000000000000000000000000000..ae0af814c13aaa36da581cafb348ae53540fdb93 GIT binary patch literal 8322 zcmV-|AbsD7P)PyA07*naRCr$PT?v>J#o7LPW@mPnU0LoMJP=Jdqlte+L`^tUl$gr|mO~IkhKFzN}#IrrK!qyA5(QTb5;zBuV=k02u$R{Mq=L z1QN&~1OBh>p(m%56Hmoio+QD4M|};=9s8%TAN*?HP#{nd4hD8qH#EHQ$DZGxFG*6J zsV7ElSbJORjLd~WNy@RJ>+&)JHqUDLEPsaLY2GgKt z^On#lGqYw^&mXju9{l*Dhh9IpXV&T38WS&?G_#2T5@<&e0206$^|Y}%uqgoG zB}F@x2&eChwvT9fT77kZ;RXuBPs5vD1mRw5yomAXM~4t!hv4MG&-Rttzp&6GNq$-P zel_r!R^Ma>1P!p-`f^E9vVLGw0Pt*=G{P`Wwe?IJ(PvtHlXZX+_HiOfel@&bnww%E zy@f`b4LfB_9m6m?E=i5tGY$|wwPRxrI7>-tiVhL+FQn=lb0GTYr;*w{|5xr=l2cnp zv;#%cr|Rp2B+&pPYIL#UX@v7lg-;L!h_<7Mgb{{uIuiXdew%_(QjR-k0Q5wXniBC= zp5LYbpwn50vHl|Ioeq3A?IX2awxDqrA1Onc7jSMqP?SML)B6Dc-uChXKqg80Z~MR$ z1DPSu3pm;Ur810TWcuV^5M>n6^p4v>&?xt7vLIsQ8V8(^BsE2cr2I6_j8xjJiZG1J zcp3s2BWclG$Rb*9M0o#}ZDDBpE^tNXZqU19XIj>0r7%_no68csH~iNru(*JK zLD4}N|3yAY=~w?aQ5eE7P7=_JC@Un(HMOwpior0fcRv@+l}dswu<)}2cO+cgQStyY|BD z;lG5**9;P9u2fQNff@PhVa>^-)I$>dWE3MFe37I$SfHT+KAQeV=+n7ts@DZu;MK3T z!OT6|Obp}I0M}-0<)@KaKl`|FJd76M1T4Gv0o2!%!y!r*<_R`cDmk`5!J&gN?z4@a z&X(Lr7!@$Q6lW|@1&gY+DZqFG_=2zZ!?-UtC1y*sT%Gir+w=r5UKqJ@Z7tOA-XCKY zwK^pWpY^82&hlKg?Art5w--=b!EevJ79WlziA7;3KXp6zn!u8hB=1nZWzQ}czvDkm zKTB$rH{Z3V7XcKlt%ZhN`#>f(i}Gj@pJEtqK(l%G&IDk1rN>G+e32wpfr-NE>!E(< z-UL`^43q+lcYwL|t51ZEgmYu$8f!1n7>38Dk?ZQ99+{=C-gJ7VHhl^(-T}r|l6;Cw zGTAUD6xo~}5C;p|E|jo}lq7kB5nV2BB*_a#F`5{JVYCRca|CI@!gF5l=|#`^(0pfK zmT|z?^^dk?ys&jlo?athj0I{Fs9@2rX{dnHcO+IgB}v|ZTgxy`2DlplSpiLIx%4rv zSrUS!!Q^L2M4=j{d+I+$8K&^Se%QEu8J-T zFNdye+i@3dd=UXN?#qwK&t5Qx>sgW&!{}y1yW;MC9cE2HG1@dDfSL2s3Yh)U3T7j- z4iINGD66B*HXNf!(nHSyEAPG4z@^M#(xHfp%!h|jjO9r!o_SO^ zOF~9zz<8FrdddOJ)csGE_Z+!l7_4O1+r~mgrgD>p@e%JpdViS*g8eMesjW1$V^>%{ z?S5B)xy7(rO9P?@vqifjyI8I}k)#Z$K>)Nt44Cvki zy0&t^iH`*sqa=y|h=-A+oJF%`VzX%DSy+Aq(}h&_Hcjbba`Rj25o`ej%-F&$B$pf6TXe zI+m&wV7voNoMBi%5e5W@pGL}>JXT#Ah$rv>C@F^V1}O1d+)9$$b70~OWeRUVhEWkq z|41iNWt?`FJ^8%1Eq9jYwt3fAFm`)E(}!r%Bq;$PPUDvaIHbswBzc4IIAE-7jK;8O zhz(=>B&LImCRJ3|w3=gzVY~y(m}HnGxsoIYewq|uyaNnM67THPw^>r=q%jtItHo^^ zuKZF*oJxC!yk&@_3fow;XXn+*&syqv5jKeBTo^%9Hw|4DdV6VQ==ll!c%HDmTd9y5CwpzgO zI_{hTi)UI+0AruAzDd-MGYmZn(#oH5H%mgWTz=4=vpnM;EEuSv0ptcl z7zqmiAVJ2(-68YRzLxzY%pe>mnVTeuzS`*=DDf0-0E0FQGK>@sL9k6LfN)q*CKIvI zLo9hV*jZ7p`Zwc15|cotP16t|;EC4Mf?QV%a#fAupu>SI0fahrgiwdJkbY73SUa$y z33vxSe|nRrm&P#m+Qe${9!`Kge=SFc1Fo~=gBidm=mBuD2fBFTMjcNHi z225Q!cNP?#JfV5dED@q1lQgMgH?+fc;G9*NUkgC`#oZw-r#S=g{0u?|Jb!wIBxwPo zQE;Xa#3@Mt;1)1g0)l4Fy48@scQ+J%Q)DXCPf2jYRCXiUJh`ASrW7F36U;e>^1aR( zK`-TeKw*6cN|lsx+h|if4BKer8(~^MjR;^|QIiLW%BriO-^2F<9;obAs&X=$!GH@d zf-AaTlsI;_TdUTIFwH}!PLl9be6}C?1~%>84O@iAlO_1i|DM!4!~}99e659 zG>6`q1{eg(PZmE0g@+GOuwp%65F{fm>ra3(tk3scLHC`VUqZpjWANIsA}BXZyPE<) zMn4T<7!`@EZ{(e>nbTK1{i3UeYpO(7&HEEyj1@|U0e3Q%tRcn+1E zf0N8mGlv9f0ZV9Kg0 zq349LP+D1`fTd#x;$>zTjVL?ICrp6>7hc>bV2Ky9`M^Gy{OP};JQ`^-qgYCxILbjh zjB@~;34ocr;4xUS;XN{P(>irXEJe_4JG^LP@u=}lcHzeMqle+XPxIlc$}(=IVF90) zX_%7a#`v{cdrEe|8vMI(tCn+F zlt*o2_I@h;>uGITL*N{JNTl+H0>B&kUIHs7{)V?78}+@3@4f-+Pajum>p?)39pFro zWM`A;Tf=^B!!2N@FMS#ouYT1~93yhc&_%pJ!Q7#S z5W0(XaYyqJCXtQLR z{WMk2{LOJYp#!bM%{M_1M}NBJoI4li(^yNWbwE~Qvdf|4#c=<#OUS9`xb0-rkB7jN z;XmbWyIJ`g;Dy8cb?^HqNm{_DWwHxoeTUhmalU!0gyQeX{;oyE4_WS9YbBUGuJ}_bw+&^LzS61)r-T{+8cXlVFo5e^eJR#S0 zJPb3aS<^vo7zSHt?1{Msg5c|TwzTqxOrn$S>qi!Gb(Y9Wxc^E4O9e$5B{=l= zf0#D4vC2E|<)u2=b^{1In}#Au<|O<~Lv<1=HkuZ!pB8~NO zzIJ5Hq3W6CTpw%o60*&Al%UJ8~p6=UfG=k;&2d6_>m2#zz6b?gL$M&XhibC|4iOF{EsoXz6gTR6T*ePzqR z{V<|H4FD4bic3i{*V&0plWYu=zh@WR@Yi`%Nzwv-+e34qTbs7r9fm-_04%&GA#N)@ zIC3;RFmiMv4-;6@6=pGl1=p+=jdTVUECdI`4IAI)mLxYuu@t&>q_6QX$;L4GUwsKT zJUO2M1l6W-dLZ=`cTWKXgz*_QXecbXdm60#;C-09KrI&ow2)bF;ZuDi62a$`S+r$# zd+C|RlO$EE*fxpwFFZ_>Y=A+>*o{jT7(UQ!{5k;)0tEp>;bQXBz&?FpW1)H=63S4p zQ#%baQ|mZ?a%`@*>QAa?92rJifIb7Uco?MkWCILd+SPUXRPvc-z^n7D z!iVNSH_kg6(QZM&5Vi=1K?%T#6I=H>CU<20}M8F&eU6NC28H1d$|1{m|3qW6X1vx1xQOv!lsFX zMGETUZoB{s7P@KY4#@p{Bjws6zJBAeX^0JDY&{;SQPSA^X{wis`(cEJ9VKz|JI3pN zrG4+4lkb6nz4hm@Sk@$o>)y~&xA7~o%PZmVi_S0e)Psh;1~%$)?_@|@?+y=7hj8qaDrJB(E?FWezTay z4`#t;dF#_pVEmi^fN+lsm;*r+Km>$NB#8|awoQ|a41@Ly+A&s=6g_nsru=9KJaQY& zzru&yqEjc}fmdIKO?&r1@6KId$~A*YK)D~!)ED#M)e}dQH7NlGi8B+ej%4vs0St{P ztffZD*xpZ*j0}TyA29nNvH~9e4&&G2!GzgWHLz>h3TV!`TI>f9c=E(GtV?G90jfK7 zfM5&t)GAR%aV$xRNi%1}8!fUeSpl=MU=vJP{w%dW$Ow%@q5jZen0nLCg;<8C!$sej z`a&M8`tl3NxI`Z}Lz^WzJ(pKoH^MM!<5h;C$LQKKjg?K4tbjpT>M~6)OGd_w6rTjS zx*B#aTS4M%lkve=;7jJsfSL2P+Hm6aO~0gIrz# zkyEEhnpHDnM}csc+Bh$cS+Wq`-n$b*-MT;;o@q>ZytHX-7)I@Qo{G?Hnwq?ox}@0Y zgQwpE7-@!2zwQ^p`bQSnf@a0~cVXiEcvu3!m?76e-tVT{_R4KfJOaz#e^(iK0Fd{) z840i@;)Yq08;wH4H%Ez~w)D66!RSH!AhoTS2QR#o{}D`meHGb)liurMFfKXx;oC=bLTr+F7N;o%q;SEd97HE(iCeBxO574Z37Sm{%#n|eEX{Ox|qX!Kk=K%Mbd9U&cW8YKc@KF+Ho0F9d z@6DZ0ZW?LIr|{qbxM}G^D6Op}tKY~j@%G_Sf`o3EzSrK-XObkRu77$3)n5@X1T6R6 z4W}z((eY?)pOX!eEQ4HG1#&b>l_xD&NP~paL28zvTH$mO$8bR%hXp^!1iNDNqxc>bc0}v z94dZ!Z5Jm1l4uO0X22Rpyp#v<`>Te)pI2y30}q8EfakEpBhBjTA$sh%;?My|7{UjS zeG6+h=PT!*;D55SNK}1{3P7%`1o>o1qJrnP??CLDwOcm9*8O`EzmrJ(Y&GgWdZI*0 zi}AD>8F16kYvIQ4T}rmIu=Z?|S@wxj1l;%_)4cMBhZ|j<^1m#EG0UHYvidqwk6^2o z5IVPusgrnt;>J%y1q`nw@%U+?MTgZ73Wp)kP6L+sU+^lJW5*LrlK^ZS9tp7M!zmJ= zVN}=%mU!yu$r6w&6t*MVadB%03K_FO9tB88Qv= z0&C<6b41%_%;2GLRiA#YSGnK(crytYU$Oo@D6Op_Uz_)L z{D81Mfy&4*A}3I>5U>7j53U?Zuj%{YcbM^}N?}N1ko7HU6(je5elPW{4S`cQ5k90d`r@d$2Kl*lO zND?wkA}hm)X3fi~{cLfpMq>fMCjc=JkBk|utcEB$_6$d$@&S`^Xd~KHaT&s$k)1n0 zAg4KZ*a8a}UKqtxNn#f$Zqq2p=K~zS@$C)Z*=OS!N1nO<#3Ni<21HT~kCQX^aMuBm zq4abJcJ4r?&R%ph6~LTvGg>^v0HbYi+FoN`hM;$xUjXE?i8L+63qX~p4ByRc;8-Ei zD7mMRT=r=Q1SbQ9am{dC5z(*>_v`_I7A+vyszpMMOaL?*vpyQRrW@H5qt}}eYC3;~ z`5}A^W3Rd9u}r(@+IOHB86_4^gTNu)W!%(;PgEv%HxlrKLm&l$k6&T(Ez-l1S8;%ZSCsO6+4oU=1=;H1K zEJ{0?jZcw|W;49~+L5+g3&8Mov|p0o8{>I!hh?lssmL-a7K;J215pbWuN`kppa@79 zVHh^`do%0cWhzksil%2Xo$?nG(=ZBT8TBSW;0)-Z3y6Vh9Lat$ib%eWC5f$>bSmcs zinSz}^X9clc((HDJBm}1?2KPSHq`otLJt#0Cu7Fw$7G zVf0_fDu8yUK;t|5L}qc`Fs86g6AtTa7B6iKQ3kO~ZzD;GPhn`b*+1cRJdFX$oYc+7 zcupD92~d~~AJQARab~gWsAORvD#N5~8YAPHVXN?*Ge353VQ! zh^A*6+ZGZgNn?LWiHD&Zjb`Q$qjWS-?V4F*5O)`p0m#^Y6I zzZiw>-cT7PT3QCxpBHYCp#KjRN#W2`=-fef#;hgfGDGHgjW$k(IFsUO(1Y9Ke1LTG z9g@6$7pD>-3LxI}cok1=;a3>jGZTBbmDKF3qgs}oN7&D9G-X&E1SgcX|AYE!jqoNhA0MZGR%s28ALmfF(MGdOCu*spaFNI z);A~@fMsS*DOs4eL>!g_Dt3io|)HusZIIYdMT4eBSct zCKxkh68BC8k(F%*mgD+zOTP83xXjNs{K0D08wdt#q?~i6o_b{Qb7T-0(&j+_AN;Qr zO1l~&(HrY{j-)?$8~^|SFiAu~RGYHR zU|~+PIV;BNu3)w=!&A+)7+L<8U=Z&W+$z`Bymx1G&ruwxCtmTL1t6 M07*qoM6N<$g1NtQl>h($ literal 0 HcmV?d00001 diff --git a/survey_crm_generation/static/description/index.html b/survey_crm_generation/static/description/index.html new file mode 100644 index 0000000..de45f06 --- /dev/null +++ b/survey_crm_generation/static/description/index.html @@ -0,0 +1,445 @@ + + + + + + +Survey leads generation + + + +
+

Survey leads generation

+ + +

Beta License: AGPL-3 OCA/survey Translate me on Weblate Try me on Runboat

+

This module allows to generate leads/opportunities from surveys.

+

Table of contents

+ +
+

Configuration

+

To configure the leads/opportunities generation:

+
    +
  1. Go to the configured survey.
    2. +
  2. In the CRM section of the Options tab, set Generate leads on.
    3. +
  3. Optionally you can set default tags for the generated leads.
    4. +
  4. You can set the crm team to assign the leads to.
    5. +
+

The questions marked to be shown in the lead description will be shown there.

+
+
+

Usage

+

Once the surveys are submited a lead/opportunity (depending on the default options for +the company) will be generated with a link to the answers.

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub Issues. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us to smash it by providing a detailed and welcomed +feedback.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+
    +
  • Tecnativa
      +
    • David Vidal
      • +
    • Stefan ungureanu
      • +
    +
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use.

+

Current maintainer:

+

chienandalu

+

This module is part of the OCA/survey project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/survey_crm_generation/static/tests/survey_crm_generation_tour.js b/survey_crm_generation/static/tests/survey_crm_generation_tour.js new file mode 100644 index 0000000..f53a35f --- /dev/null +++ b/survey_crm_generation/static/tests/survey_crm_generation_tour.js @@ -0,0 +1,48 @@ +odoo.define( + "survey_crm_generation.tour_test_survey_crm_generation", + function (require) { + "use strict"; + + const tour = require("web_tour.tour"); + + tour.register( + "test_survey_crm_generation", + { + test: true, + url: "/survey/start/08b4db21-66cc-4c69-a712-cc364c54902c", + }, + [ + { + content: "Start Survey", + trigger: "button.btn:contains('Start Survey')", + }, + { + content: "E-mail address", + trigger: + "div.js_question-wrapper:contains('E-mail address') textarea", + run: "text test@test.com", + }, + { + content: "Your company name?", + trigger: + "div.js_question-wrapper:contains('Your company name?') textarea", + run: "text Tecnativa", + }, + { + content: "And your name?", + trigger: + "div.js_question-wrapper:contains('And your name?') textarea", + run: "text Tecnativa", + }, + { + content: "Click Submit", + trigger: "button[value='finish']", + }, + { + content: "Thank you", + trigger: "h1:contains('Thank you!')", + }, + ] + ); + } +); diff --git a/survey_crm_generation/tests/__init__.py b/survey_crm_generation/tests/__init__.py new file mode 100644 index 0000000..7683754 --- /dev/null +++ b/survey_crm_generation/tests/__init__.py @@ -0,0 +1 @@ +from . import test_survey_crm_sale_generation diff --git a/survey_crm_generation/tests/test_survey_crm_sale_generation.py b/survey_crm_generation/tests/test_survey_crm_sale_generation.py new file mode 100644 index 0000000..fdb07cc --- /dev/null +++ b/survey_crm_generation/tests/test_survey_crm_sale_generation.py @@ -0,0 +1,49 @@ +# Copyright 2023 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from markupsafe import Markup + +from odoo.tests import HttpCase, tagged + +from odoo.addons.survey.tests.common import SurveyCase + + +@tagged("-at_install", "post_install") +class SurveyCrmGenerationCase(SurveyCase, HttpCase): + def setUp(self): + """We run the tour in the setup so we can share the tests case with other + modules""" + super().setUp() + self.oca_leads = self.env.ref("survey_crm_generation.oca_partnership_leads") + self.survey = self.env.ref("survey_crm_generation.become_partner") + initial_user_inputs = self.survey.user_input_ids + # Run the survey as a portal user and get the generated quotation + self.start_tour( + f"/survey/start/{self.survey.access_token}", + "test_survey_crm_generation", + login="portal", + ) + self.user_input = self.survey.user_input_ids - initial_user_inputs + self.generated_lead = self.user_input.opportunity_id + + +@tagged("-at_install", "post_install") +class SurveyCrmGenerationTests(SurveyCrmGenerationCase): + def test_lead_generation(self): + self.assertFalse(self.generated_lead.stage_id.is_won) + self.assertEqual(self.generated_lead.team_id, self.oca_leads) + self.assertEqual( + self.generated_lead.tag_ids, + ( + self.env.ref("survey_crm_generation.tag_oca_partnership") + + self.env.ref("survey_crm_generation.tag_survey_leads") + ), + ) + expected_lead_description = Markup( + "

E-mail address: test@test.com\n" + "Your company name?: Tecnativa\n" + "And your name?: Tecnativa

" + ) + self.assertEqual( + self.generated_lead.description, + expected_lead_description, + ) diff --git a/survey_crm_generation/views/crm_lead_views.xml b/survey_crm_generation/views/crm_lead_views.xml new file mode 100644 index 0000000..8154833 --- /dev/null +++ b/survey_crm_generation/views/crm_lead_views.xml @@ -0,0 +1,15 @@ + + + + crm.lead + + + + + + + + diff --git a/survey_crm_generation/views/survey_question_views.xml b/survey_crm_generation/views/survey_question_views.xml new file mode 100644 index 0000000..a4cd801 --- /dev/null +++ b/survey_crm_generation/views/survey_question_views.xml @@ -0,0 +1,17 @@ + + + + survey.question + + + + + + + + + + diff --git a/survey_crm_generation/views/survey_survey_views.xml b/survey_crm_generation/views/survey_survey_views.xml new file mode 100644 index 0000000..d846082 --- /dev/null +++ b/survey_crm_generation/views/survey_survey_views.xml @@ -0,0 +1,23 @@ + + + + survey.survey + + + + + + + + + + + + diff --git a/survey_crm_generation/views/survey_user_input_views.xml b/survey_crm_generation/views/survey_user_input_views.xml new file mode 100644 index 0000000..6346ea7 --- /dev/null +++ b/survey_crm_generation/views/survey_user_input_views.xml @@ -0,0 +1,15 @@ + + + + survey.user_input + + + + + + + +