OCA · chienandalu · Feb 26, 2024
diff --git a/setup/survey_next_survey_update_partner/odoo/addons/survey_next_survey_update_partner b/setup/survey_next_survey_update_partner/odoo/addons/survey_next_survey_update_partner
@@ -0,0 +1 @@
+../../../../survey_next_survey_update_partner
diff --git a/setup/survey_next_survey_update_partner/setup.py b/setup/survey_next_survey_update_partner/setup.py
@@ -0,0 +1,6 @@
+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)
diff --git a/survey_next_survey_update_partner/README.rst b/survey_next_survey_update_partner/README.rst
@@ -0,0 +1,104 @@
+=======================================
+Update generated partner on next survey
+=======================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:c757503b3f3fa45d083a35116eb3c54212a1dd004e50408d5df6af3bcde76549
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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_next_survey_update_partner
+    :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_next_survey_update_partner
+    :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 acts as a bridge of ``survey_contact_generation`` and
+``survey_answer_generation`` so when we link contact generation
+questions, the values that change in the next survey update those of the
+created partner.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+When we have contact generation linked answers it's expected that we
+update the values from the first survey.
+
+Usage
+=====
+
+Just configure the base modules. When the values in the second survey
+change, the generated contact will be updated.
+
+We can also add new info to the survey, so the partner gets updated with
+it as well.
+
+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_next_survey_update_partner%0Aversion:%2015.0%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
+
+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 <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-chienandalu| 
+
+This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_next_survey_update_partner>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/survey_next_survey_update_partner/__init__.py b/survey_next_survey_update_partner/__init__.py
@@ -0,0 +1 @@
+from . import models
diff --git a/survey_next_survey_update_partner/__manifest__.py b/survey_next_survey_update_partner/__manifest__.py
@@ -0,0 +1,19 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Update generated partner on next survey",
+    "summary": "Update the partner values when it's generated from the previous survey",
+    "version": "15.0.1.0.0",
+    "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_contact_generation", "survey_answer_generation"],
+    "data": [],
+    "demo": ["demo/survey_update_generated_partner_demo.xml"],
+    "assets": {
+        "web.assets_tests": ["survey_next_survey_update_partner/static/tests/*.js"],
+    },
+}
diff --git a/survey_next_survey_update_partner/demo/survey_update_generated_partner_demo.xml b/survey_next_survey_update_partner/demo/survey_update_generated_partner_demo.xml
@@ -0,0 +1,113 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record model="survey.survey" id="survey_next_contact">
+        <field name="title">Next contact survey</field>
+        <field name="access_token">nextcontact-survey-test-8e23-09e93f7fa2c5</field>
+        <field name="access_mode">public</field>
+        <field name="users_can_go_back" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_next_contact_q_company_name">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q0">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q1">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q2">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q3">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q4">
+        <field name="survey_id" ref="survey_next_contact" />
+        <field name="sequence">4</field>
+        <field name="title">Date</field>
+        <field name="question_type">date</field>
+        <field name="res_partner_field" ref="base.field_res_partner__date" />
+    </record>
+    <record model="survey.question" id="survey_next_contact_q5">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q5_sug1">
+        <field name="question_id" ref="survey_next_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_next_contact_q5_sug2">
+        <field name="question_id" ref="survey_next_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_next_contact_q6">
+        <field name="survey_id" ref="survey_next_contact" />
+        <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_next_contact_q6_sug1">
+        <field name="question_id" ref="survey_next_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_next_contact_q6_sug2">
+        <field name="question_id" ref="survey_next_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_next_contact_q6_sug3">
+        <field name="question_id" ref="survey_next_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>
+    <record model="survey.question" id="survey_next_contact_q7">
+        <field name="survey_id" ref="survey_next_contact" />
+        <field name="sequence">5</field>
+        <field name="title">Street</field>
+        <field name="question_type">char_box</field>
+        <field name="res_partner_field" ref="base.field_res_partner__street" />
+    </record>
+</odoo>
diff --git a/survey_next_survey_update_partner/models/__init__.py b/survey_next_survey_update_partner/models/__init__.py
@@ -0,0 +1 @@
+from . import survey_user_input
diff --git a/survey_next_survey_update_partner/models/survey_user_input.py b/survey_next_survey_update_partner/models/survey_user_input.py
@@ -0,0 +1,82 @@
+# Copyright 2024 Tecnativa - David Vidal
+# 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 _prepare_generated_partner_update(self, lines):
+        basic_inputs = lines.filtered(
+            lambda x: x.answer_type not in {"suggestion"}
+            and x.question_id.res_partner_field.name not in {"comment"}
+        )
+        vals = {
+            line.question_id.res_partner_field.name: line[f"value_{line.answer_type}"]
+            for line in basic_inputs
+        }
+        for line in lines - basic_inputs:
+            field_name = line.question_id.res_partner_field.name
+            if line.question_id.res_partner_field.ttype == "many2one":
+                vals[
+                    field_name
+                ] = line.suggested_answer_id.res_partner_field_resource_ref.id
+            elif line.question_id.res_partner_field.ttype == "many2many":
+                vals.setdefault(field_name, [])
+                vals[field_name] += [
+                    (4, line.suggested_answer_id.res_partner_field_resource_ref.id)
+                ]
+            # We'll use the comment field to add any other infos
+            elif field_name == "comment":
+                vals.setdefault("comment", "")
+                value = (
+                    line.suggested_answer_id.value
+                    if line.answer_type == "suggestion"
+                    else line[f"value_{line.answer_type}"]
+                )
+                vals["comment"] += f"\n{line.question_id.title}: {value}"
+            else:
+                if line.question_id.question_type == "multiple_choice":
+                    if not vals.get(field_name):
+                        vals[field_name] = line.suggested_answer_id.value
+                    else:
+                        vals[field_name] += line.suggested_answer_id.value
+                else:
+                    vals[field_name] = line.suggested_answer_id.value
+        return vals
+
+    def _mark_done(self):
+        """Update the contact in the previous survey if any"""
+        for user_input in self.filtered(
+            lambda x: x.origin_input_id
+            and x.partner_id.generating_survey_user_input_id == x.origin_input_id
+        ):
+            lines = user_input.user_input_line_ids.filtered(
+                lambda x: not x.skipped
+                and (
+                    # Answered in the previous survey and with partner field
+                    (
+                        x.diff_with_origin
+                        and x.origin_input_line.question_id.res_partner_field
+                        and x.question_id.res_partner_field
+                    )
+                    # Not in previous but with partner field
+                    or (not x.origin_input_line and x.question_id.res_partner_field)
+                )
+            )
+            vals = self._prepare_generated_partner_update(lines)
+            comment = vals.pop("comment", None)
+            company_name = vals.pop("company_name", None)
+            user_input.partner_id.update(self._prepare_generated_partner_update(lines))
+            if comment:
+                user_input.partner_id.comment += _(
+                    "\nUpdated comment\n %(comment)s", comment=comment
+                )
+            if (
+                company_name
+                and user_input.origin_input_id.survey_id.create_parent_contact
+            ):
+                user_input.partner_id.parent_id.name = company_name
+            elif company_name:
+                user_input.partner_id.company_name = company_name
+        return super()._mark_done()
diff --git a/survey_next_survey_update_partner/readme/CONTEXT.md b/survey_next_survey_update_partner/readme/CONTEXT.md
@@ -0,0 +1,2 @@
+When we have contact generation linked answers it's expected that we update the values
+from the first survey.
diff --git a/survey_next_survey_update_partner/readme/CONTRIBUTORS.md b/survey_next_survey_update_partner/readme/CONTRIBUTORS.md
@@ -0,0 +1,2 @@
+- [Tecnativa](https://www.tecnativa.com)
+    - David Vidal
diff --git a/survey_next_survey_update_partner/readme/DESCRIPTION.md b/survey_next_survey_update_partner/readme/DESCRIPTION.md
@@ -0,0 +1,3 @@
+This module acts as a bridge of `survey_contact_generation` and `survey_answer_generation` so
+when we link contact generation questions, the values that change in the next survey update
+those of the created partner.
diff --git a/survey_next_survey_update_partner/readme/USAGE.md b/survey_next_survey_update_partner/readme/USAGE.md
@@ -0,0 +1,4 @@
+Just configure the base modules. When the values in the second survey change, the generated
+contact will be updated.
+
+We can also add new info to the survey, so the partner gets updated with it as well.