[19.0][MIG] survey_contact_generation: Migration to version 19.0

survey_contact_generation/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+==========================
+Survey contacts generation
+==========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:1cc82509977655cfc45ab7ead533ec21a2b39cc308129b35a4ad8b84cbd07891
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-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/19.0/survey_contact_generation
+    :alt: OCA/survey
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/survey-19-0/survey-19-0-survey_contact_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=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to generate new contacts from surveys answers.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure the contact generation:
+
+1. Go to the configured survey.
+2. In the *Contact* section of the *Options* tab, set *Generate Contact*
+   on, if you want contacts to be generated from the answers to this
+   survey.
+3. If you want the generated to have a parent company, set the option
+   *Create Parent Contact* and link the company_name field to a question
+   in the survey.
+4. In each question associated with a future new contact, specify the
+   corresponding contact field. To do this, go to the 'Options' tab,
+   then navigate to the 'Contact' group, and select the 'Contact field'
+   field.
+
+To generate a hierarchy of contacts out of a single survey:
+
+1. A question mapped to the *Name* contact field opens a contact of its
+   own. Any other question fills in a field of the contact opened by its
+   *Node*.
+2. In such a question, set *Node* to the question opening the contact it
+   hangs from. Leave it empty and its answers will belong to the main
+   generated contact.
+3. Contacts typed as *Contact* share their address with their parent, so
+   set *Contact address type* to *Other address* in the questions
+   opening a contact that holds an address of its own.
+
+For instance, this survey generates a company, two of its workcenters
+with their own address, and an employee hanging from each workcenter:
+
+===================== ============= ============ =============
+Question              Contact field Node         Address type
+===================== ============= ============ =============
+Company name          name                       
+Workcenter 1          name          Company name Other address
+Workcenter 1 street   street        Workcenter 1 
+Workcenter 1 employee name          Workcenter 1 
+Workcenter 2          name          Company name Other address
+Workcenter 2 street   street        Workcenter 2 
+Workcenter 2 employee name          Workcenter 2 
+===================== ============= ============ =============
+
+A node whose name goes unanswered generates no contact, and whatever
+hangs from it hangs from its own node instead.
+
+Usage
+=====
+
+if the survey is properly configured, once it is submited by an
+anonomous user, a new contact is create or an existing one is linked.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/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 <https://github.com/OCA/survey/issues/new?body=module:%20survey_contact_generation%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+- `Tecnativa <https://www.tecnativa.com>`__
+
+  - David Vidal
+  - Ernesto Tejeda
+  - Stefan Ungureanu
+  - Pilar Vargas
+  - Eduardo Ezerouali
+  - Adasat Torres
+
+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-pilarvargas-tecnativa| image:: https://github.com/pilarvargas-tecnativa.png?size=40px
+    :target: https://github.com/pilarvargas-tecnativa
+    :alt: pilarvargas-tecnativa
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-pilarvargas-tecnativa| 
+
+This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/19.0/survey_contact_generation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

survey_contact_generation/__init__.py

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+from . import models

survey_contact_generation/__manifest__.py

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+# Copyright 2023 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Survey contacts generation",
+    "summary": "Generate new contacts from surveys",
+    "version": "19.0.1.0.0",
+    "development_status": "Beta",
+    "category": "Marketing/Survey",
+    "website": "https://github.com/OCA/survey",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["pilarvargas-tecnativa"],
+    "license": "AGPL-3",
+    "depends": ["survey"],
+    "data": [
+        "views/survey_question_views.xml",
+        "views/survey_survey_views.xml",
+    ],
+    "demo": [
+        "demo/survey_contact_generation_demo.xml",
+        "demo/survey_contact_nesting_demo.xml",
+    ],
+    "assets": {
+        "web.assets_tests": [
+            "/survey_contact_generation/static/tests/survey_contact_generation_tour.esm.js",
+        ],
+    },
+}

survey_contact_generation/demo/survey_contact_generation_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <!--    Survey-->
+    <record model="survey.survey" id="survey_contact_creation">
+        <field name="title">Contact Creation Survey</field>
+        <field name="access_mode">public</field>
+        <field name="users_can_go_back" eval="True" />
+        <field name="generate_contact" eval="True" />
+        <field name="create_parent_contact" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_contact_q_company_name">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">0</field>
+        <field name="title">Company name</field>
+        <field name="question_type">char_box</field>
+        <field name="constr_mandatory" eval="True" />
+        <field name="res_partner_field" ref="base.field_res_partner__company_name" />
+    </record>
+    <record model="survey.question" id="survey_contact_q0">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">0</field>
+        <field name="title">Name</field>
+        <field name="question_type">char_box</field>
+        <field name="constr_mandatory" eval="True" />
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+    </record>
+    <record model="survey.question" id="survey_contact_q1">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">1</field>
+        <field name="title">Email</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__email" />
+    </record>
+    <record model="survey.question" id="survey_contact_q2">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">2</field>
+        <field name="title">Notes</field>
+        <field name="question_type">text_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__comment" />
+    </record>
+    <record model="survey.question" id="survey_contact_q3">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">3</field>
+        <field name="title">Color</field>
+        <field name="question_type">numerical_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__color" />
+    </record>
+    <record model="survey.question" id="survey_contact_q5">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">4</field>
+        <field name="title">Country</field>
+        <field name="question_type">simple_choice</field>
+        <field name="res_partner_field" ref="base.field_res_partner__country_id" />
+    </record>
+    <record model="survey.question.answer" id="survey_contact_q5_sug1">
+        <field name="question_id" ref="survey_contact_q5" />
+        <field name="sequence">1</field>
+        <field name="value">Spain</field>
+        <field name="res_partner_field_resource_ref" ref="base.es" />
+    </record>
+    <record model="survey.question.answer" id="survey_contact_q5_sug2">
+        <field name="question_id" ref="survey_contact_q5" />
+        <field name="sequence">2</field>
+        <field name="value">Romania</field>
+        <field name="res_partner_field_resource_ref" ref="base.ro" />
+    </record>
+    <record model="survey.question" id="survey_contact_q6">
+        <field name="survey_id" ref="survey_contact_creation" />
+        <field name="sequence">4</field>
+        <field name="title">Tags</field>
+        <field name="question_type">multiple_choice</field>
+        <field name="res_partner_field" ref="base.field_res_partner__category_id" />
+    </record>
+    <record model="survey.question.answer" id="survey_contact_q6_sug1">
+        <field name="question_id" ref="survey_contact_q6" />
+        <field name="sequence">1</field>
+        <field name="value">Vendor</field>
+        <field
+            name="res_partner_field_resource_ref"
+            ref="base.res_partner_category_0"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_contact_q6_sug2">
+        <field name="question_id" ref="survey_contact_q6" />
+        <field name="sequence">2</field>
+        <field name="value">Prospects</field>
+        <field
+            name="res_partner_field_resource_ref"
+            ref="base.res_partner_category_2"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_contact_q6_sug3">
+        <field name="question_id" ref="survey_contact_q6" />
+        <field name="sequence">3</field>
+        <field name="value">Employees</field>
+        <field
+            name="res_partner_field_resource_ref"
+            ref="base.res_partner_category_3"
+        />
+    </record>
+</odoo>

survey_contact_generation/demo/survey_contact_nesting_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <!--    A survey generating a hierarchy of contacts:
+
+        Company
+        ├── Workcenter 1 (holds its own address)
+        │   └── Employee 1
+        └── Workcenter 2 (holds its own address)
+            └── Employee 2
+-->
+    <record model="survey.survey" id="survey_contact_nesting">
+        <field name="title">Nested Contact Creation Survey</field>
+        <field name="access_token">6c1b2f84-9a3d-4e77-b0c2-1d5e8a4f7c93</field>
+        <field name="access_mode">public</field>
+        <field name="users_can_go_back" eval="True" />
+        <field name="generate_contact" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_nesting_q_company">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">0</field>
+        <field name="title">Company name</field>
+        <field name="question_type">char_box</field>
+        <field name="constr_mandatory" eval="True" />
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+    </record>
+    <!--    First workcenter, hanging from the company-->
+    <record model="survey.question" id="survey_nesting_q_workcenter_1">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">1</field>
+        <field name="title">Workcenter 1</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_company" />
+        <field name="res_partner_type">other</field>
+    </record>
+    <record model="survey.question" id="survey_nesting_q_workcenter_1_street">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">2</field>
+        <field name="title">Workcenter 1 street</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__street" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_workcenter_1" />
+    </record>
+    <record model="survey.question" id="survey_nesting_q_employee_1">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">3</field>
+        <field name="title">Workcenter 1 employee</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_workcenter_1" />
+    </record>
+    <record model="survey.question" id="survey_nesting_q_employee_1_email">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">4</field>
+        <field name="title">Workcenter 1 employee email</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__email" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_employee_1" />
+    </record>
+    <!--    Second workcenter, sibling of the first one-->
+    <record model="survey.question" id="survey_nesting_q_workcenter_2">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">5</field>
+        <field name="title">Workcenter 2</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_company" />
+        <field name="res_partner_type">other</field>
+    </record>
+    <record model="survey.question" id="survey_nesting_q_workcenter_2_street">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">6</field>
+        <field name="title">Workcenter 2 street</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__street" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_workcenter_2" />
+    </record>
+    <record model="survey.question" id="survey_nesting_q_employee_2">
+        <field name="survey_id" ref="survey_contact_nesting" />
+        <field name="sequence">7</field>
+        <field name="title">Workcenter 2 employee</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__name" />
+        <field name="survey_question_node_id" ref="survey_nesting_q_workcenter_2" />
+    </record>
+</odoo>