diff --git a/survey_contact_generation/README.rst b/survey_contact_generation/README.rst new file mode 100644 index 00000000..7a72f14a --- /dev/null +++ b/survey_contact_generation/README.rst @@ -0,0 +1,112 @@ +========================== +Survey contacts generation +========================== + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:0f0fabcec020d83f7dc09825a7ff2d829d6f45c7c0300adcbd2122c017ed0366 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/18.0/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-18-0/survey-18-0-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=18.0 + :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. + +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 `_. +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 + - Ernesto Tejeda + - Stefan Ungureanu + - Pilar Vargas + +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 `__: + +|maintainer-pilarvargas-tecnativa| + +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_contact_generation/__init__.py b/survey_contact_generation/__init__.py new file mode 100644 index 00000000..0650744f --- /dev/null +++ b/survey_contact_generation/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/survey_contact_generation/__manifest__.py b/survey_contact_generation/__manifest__.py new file mode 100644 index 00000000..10fdd7ca --- /dev/null +++ b/survey_contact_generation/__manifest__.py @@ -0,0 +1,24 @@ +# 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": "18.0.1.0.0", + "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"], + "assets": { + "web.assets_tests": [ + "/survey_contact_generation/static/tests/survey_contact_generation_tour.esm.js", + ], + }, +} diff --git a/survey_contact_generation/demo/survey_contact_generation_demo.xml b/survey_contact_generation/demo/survey_contact_generation_demo.xml new file mode 100644 index 00000000..673afe40 --- /dev/null +++ b/survey_contact_generation/demo/survey_contact_generation_demo.xml @@ -0,0 +1,102 @@ + + + + + Contact Creation Survey + 80e5f1e2-1a9d-4c51-8e23-09e93f7fa2c5 + public + + + + + + + 0 + Company name + char_box + + + + + + 0 + Name + char_box + + + + + + 1 + Email + char_box + + + + + 2 + Notes + text_box + + + + + 3 + Color + numerical_box + + + + + 4 + Country + simple_choice + + + + + 1 + Spain + + + + + 2 + Romania + + + + + 4 + Tags + multiple_choice + + + + + 1 + Vendor + + + + + 2 + Prospects + + + + + 3 + Employees + + + diff --git a/survey_contact_generation/i18n/es.po b/survey_contact_generation/i18n/es.po new file mode 100644 index 00000000..6c96976f --- /dev/null +++ b/survey_contact_generation/i18n/es.po @@ -0,0 +1,195 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * survey_contact_generation +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 13.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2023-06-14 11:55+0000\n" +"PO-Revision-Date: 2023-11-11 18:37+0000\n" +"Last-Translator: Ivorra78 \n" +"Language-Team: \n" +"Language: 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: Weblate 4.17\n" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__allowed_field_ids +msgid "Allowed Field" +msgstr "Campo permitido" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q3 +msgid "Color" +msgstr "Color" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q_company_name +msgid "Company name" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_res_partner +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_form +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_question_form +msgid "Contact" +msgstr "Contacto" + +#. module: survey_contact_generation +#: model:survey.survey,title:survey_contact_generation.survey_contact_creation +msgid "Contact Creation Survey" +msgstr "Encuesta de creación de contactos" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__res_partner_field +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field +msgid "Contact field" +msgstr "Campo de contacto" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field_resource_ref +msgid "Contact field value" +msgstr "Valor del campo Contacto" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q5 +msgid "Country" +msgstr "País" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "Create Parent Contact" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q4 +msgid "Date" +msgstr "Fecha" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q1 +msgid "Email" +msgstr "Correo electrónico" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug3 +msgid "Employees" +msgstr "Empleados" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate Contact" +msgstr "Generar contacto" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate contacts for anonymous survey users" +msgstr "Generar contacto para encuestas anónimas" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_partner__generating_survey_user_input_id +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_users__generating_survey_user_input_id +msgid "Generating Survey User Input" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q0 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q1 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q2 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q3 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q4 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q5 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q6 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q_company_name +msgid "If other, please specify:" +msgstr "Si es otro, especifíquelo:" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q0 +msgid "Name" +msgstr "Nombre" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q2 +msgid "Notes" +msgstr "Notas" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug2 +msgid "Prospects" +msgstr "Perspectivas" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug2 +msgid "Romania" +msgstr "Rumanía" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "" +"Set the company_name in a question and a parent contact will be created to " +"hold the generated one" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug1 +msgid "Spain" +msgstr "España" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_survey +msgid "Survey" +msgstr "Planificación" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question_answer +msgid "Survey Label" +msgstr "Etiqueta de Encuesta" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question +msgid "Survey Question" +msgstr "Pregunta de la encuesta" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_user_input +msgid "Survey User Input" +msgstr "Entrada de usuario de la encuesta" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q6 +msgid "Tags" +msgstr "Etiquetas" + +#. module: survey_contact_generation +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q0 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q1 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q2 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q3 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q4 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q5 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q6 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q_company_name +msgid "The answer you entered is not valid." +msgstr "La respuesta que has introducido no es válida." + +#. module: survey_contact_generation +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q0 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q1 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q2 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q3 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q4 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q5 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q6 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q_company_name +msgid "This question requires an answer." +msgstr "Esta pregunta requiere una respuesta." + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug1 +msgid "Vendor" +msgstr "Vendedor" diff --git a/survey_contact_generation/i18n/it.po b/survey_contact_generation/i18n/it.po new file mode 100644 index 00000000..3d465781 --- /dev/null +++ b/survey_contact_generation/i18n/it.po @@ -0,0 +1,196 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * survey_contact_generation +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 15.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-02-26 07:16+0000\n" +"Last-Translator: mymage \n" +"Language-Team: none\n" +"Language: it\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 4.17\n" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__allowed_field_ids +msgid "Allowed Field" +msgstr "Campi permessi" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q3 +msgid "Color" +msgstr "Colore" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q_company_name +msgid "Company name" +msgstr "Nome azienda" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_res_partner +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_form +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_question_form +msgid "Contact" +msgstr "Contatto" + +#. module: survey_contact_generation +#: model:survey.survey,title:survey_contact_generation.survey_contact_creation +msgid "Contact Creation Survey" +msgstr "Sondaggio creazione contatto" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__res_partner_field +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field +msgid "Contact field" +msgstr "Campo contatto" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field_resource_ref +msgid "Contact field value" +msgstr "Valore campo contatto" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q5 +msgid "Country" +msgstr "Nazione" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "Create Parent Contact" +msgstr "Crea contatto partner" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q4 +msgid "Date" +msgstr "Data" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q1 +msgid "Email" +msgstr "E-mail" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug3 +msgid "Employees" +msgstr "Dipendenti" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate Contact" +msgstr "Genera contatto" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate contacts for anonymous survey users" +msgstr "Genera contatti per utenti sondaggio anonimo" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_partner__generating_survey_user_input_id +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_users__generating_survey_user_input_id +msgid "Generating Survey User Input" +msgstr "Generazione risposte utente sondaggio" + +#. module: survey_contact_generation +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q0 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q1 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q2 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q3 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q4 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q5 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q6 +#: model:survey.question,comments_message:survey_contact_generation.survey_contact_q_company_name +msgid "If other, please specify:" +msgstr "Se altro, specificare:" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q0 +msgid "Name" +msgstr "Nome" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q2 +msgid "Notes" +msgstr "Note" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug2 +msgid "Prospects" +msgstr "Prospettive" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug2 +msgid "Romania" +msgstr "Romania" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "" +"Set the company_name in a question and a parent contact will be created to " +"hold the generated one" +msgstr "" +"Impostare il company_name in una richiesta e verrà creato il contatto " +"partner per gestirla" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug1 +msgid "Spain" +msgstr "Spagna" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_survey +msgid "Survey" +msgstr "Sondaggio" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question_answer +msgid "Survey Label" +msgstr "Etichetta sondaggio" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question +msgid "Survey Question" +msgstr "Domanda sondaggio" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_user_input +msgid "Survey User Input" +msgstr "Risposta utente al sondaggio" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q6 +msgid "Tags" +msgstr "Etichette" + +#. module: survey_contact_generation +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q0 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q1 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q2 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q3 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q4 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q5 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q6 +#: model:survey.question,validation_error_msg:survey_contact_generation.survey_contact_q_company_name +msgid "The answer you entered is not valid." +msgstr "La risposta data non è valida." + +#. module: survey_contact_generation +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q0 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q1 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q2 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q3 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q4 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q5 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q6 +#: model:survey.question,constr_error_msg:survey_contact_generation.survey_contact_q_company_name +msgid "This question requires an answer." +msgstr "Questa domanda richiede una risposta." + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug1 +msgid "Vendor" +msgstr "Fornitore" diff --git a/survey_contact_generation/i18n/survey_contact_generation.pot b/survey_contact_generation/i18n/survey_contact_generation.pot new file mode 100644 index 00000000..2ec39bf5 --- /dev/null +++ b/survey_contact_generation/i18n/survey_contact_generation.pot @@ -0,0 +1,155 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * survey_contact_generation +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"Last-Translator: \n" +"Language-Team: \n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: \n" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__allowed_field_domain +msgid "Allowed Field Domain" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q3 +msgid "Color" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q_company_name +msgid "Company name" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_res_partner +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_form +#: model_terms:ir.ui.view,arch_db:survey_contact_generation.survey_question_form +msgid "Contact" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.survey,title:survey_contact_generation.survey_contact_creation +msgid "Contact Creation Survey" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question__res_partner_field +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field +msgid "Contact field" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_question_answer__res_partner_field_resource_ref +msgid "Contact field value" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q5 +msgid "Country" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "Create Parent Contact" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q4 +msgid "Date" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q1 +msgid "Email" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug3 +msgid "Employees" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate Contact" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__generate_contact +msgid "Generate contacts for anonymous survey users" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_partner__generating_survey_user_input_id +#: model:ir.model.fields,field_description:survey_contact_generation.field_res_users__generating_survey_user_input_id +msgid "Generating Survey User Input" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q0 +msgid "Name" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q2 +msgid "Notes" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug2 +msgid "Prospects" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug2 +msgid "Romania" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model.fields,help:survey_contact_generation.field_survey_survey__create_parent_contact +msgid "" +"Set the company_name in a question and a parent contact will be created to " +"hold the generated one" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q5_sug1 +msgid "Spain" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_survey +msgid "Survey" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question_answer +msgid "Survey Label" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_question +msgid "Survey Question" +msgstr "" + +#. module: survey_contact_generation +#: model:ir.model,name:survey_contact_generation.model_survey_user_input +msgid "Survey User Input" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question,title:survey_contact_generation.survey_contact_q6 +msgid "Tags" +msgstr "" + +#. module: survey_contact_generation +#: model:survey.question.answer,value:survey_contact_generation.survey_contact_q6_sug1 +msgid "Vendor" +msgstr "" diff --git a/survey_contact_generation/models/__init__.py b/survey_contact_generation/models/__init__.py new file mode 100644 index 00000000..c9d60b7a --- /dev/null +++ b/survey_contact_generation/models/__init__.py @@ -0,0 +1,4 @@ +from . import res_partner +from . import survey_question +from . import survey_survey +from . import survey_user_input diff --git a/survey_contact_generation/models/res_partner.py b/survey_contact_generation/models/res_partner.py new file mode 100644 index 00000000..d6731a5a --- /dev/null +++ b/survey_contact_generation/models/res_partner.py @@ -0,0 +1,11 @@ +# Copyright 2024 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import fields, models + + +class ResPartner(models.Model): + _inherit = "res.partner" + + generating_survey_user_input_id = fields.Many2one( + comodel_name="survey.user_input", copy=False, readonly=True + ) diff --git a/survey_contact_generation/models/survey_question.py b/survey_contact_generation/models/survey_question.py new file mode 100644 index 00000000..fd9be90c --- /dev/null +++ b/survey_contact_generation/models/survey_question.py @@ -0,0 +1,75 @@ +# Copyright 2022 Tecnativa - David Vidal +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo import api, fields, models + + +class SurveyQuestion(models.Model): + _inherit = "survey.question" + + allowed_field_domain = fields.Binary( + compute="_compute_allowed_field_domain", + ) + res_partner_field = fields.Many2one( + string="Contact field", + comodel_name="ir.model.fields", + ) + + @api.depends("question_type") + def _compute_allowed_field_domain(self): + type_mapping = { + "char_box": ["char", "text"], + "text_box": ["html"], + "numerical_box": ["integer", "float", "html", "char"], + "date": ["date", "text", "char"], + "datetime": ["datetime", "html", "char"], + "simple_choice": ["many2one", "html", "char"], + "multiple_choice": ["many2many", "html", "char"], + } + for record in self: + allowed_types = type_mapping.get(record.question_type, []) + domain = [ + ("model", "=", "res.partner"), + ("ttype", "in", allowed_types), + ("store", "=", True), + ("readonly", "=", False), + ] + record.allowed_field_domain = domain + + +class SurveyQuestionAnswer(models.Model): + _inherit = "survey.question.answer" + + @api.model + def default_get(self, fields): + result = super().default_get(fields) + if ( + not result.get("res_partner_field") + or "res_partner_field_resource_ref" not in fields + ): + return result + partner_field = self.env["ir.model.fields"].browse(result["res_partner_field"]) + # Otherwise we'll just use the value (char, text) + if partner_field.ttype not in {"many2one", "many2many"}: + return result + res = self.env[partner_field.relation].search([], limit=1) + if res: + result["res_partner_field_resource_ref"] = ( + f"{partner_field.relation},{res.id}" + ) + return result + + @api.model + def _selection_res_partner_field_resource_ref(self): + return [(model.model, model.name) for model in self.env["ir.model"].search([])] + + res_partner_field = fields.Many2one(related="question_id.res_partner_field") + res_partner_field_resource_ref = fields.Reference( + string="Contact field value", + selection="_selection_res_partner_field_resource_ref", + ) + + @api.onchange("res_partner_field_resource_ref") + def _onchange_res_partner_field_resource_ref(self): + """Set the default value as the product name, although we can change it""" + if self.res_partner_field_resource_ref: + self.value = self.res_partner_field_resource_ref.display_name or "" diff --git a/survey_contact_generation/models/survey_survey.py b/survey_contact_generation/models/survey_survey.py new file mode 100644 index 00000000..89a2800e --- /dev/null +++ b/survey_contact_generation/models/survey_survey.py @@ -0,0 +1,15 @@ +# 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_contact = fields.Boolean( + help="Generate contacts for anonymous survey users", + ) + create_parent_contact = fields.Boolean( + help="Set the company_name in a question and a parent contact will be " + "created to hold the generated one", + ) diff --git a/survey_contact_generation/models/survey_user_input.py b/survey_contact_generation/models/survey_user_input.py new file mode 100644 index 00000000..eaa04164 --- /dev/null +++ b/survey_contact_generation/models/survey_user_input.py @@ -0,0 +1,93 @@ +# Copyright 2022 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_partner(self): + """Extract partner values from the answers""" + self.ensure_one() + elegible_inputs = self.user_input_line_ids.filtered( + lambda x: x.question_id.res_partner_field and not x.skipped + ) + basic_inputs = elegible_inputs.filtered( + lambda x: x.answer_type not in {"suggestion"} + and x.question_id.res_partner_field.name not in {"comment", "company_name"} + ) + vals = { + line.question_id.res_partner_field.name: line[f"value_{line.answer_type}"] + for line in basic_inputs + } + for line in elegible_inputs - 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}" + # Create the parent company + elif field_name == "company_name" and self.survey_id.create_parent_contact: + if line[f"value_{line.answer_type}"]: + vals["parent_id"] = ( + self.env["res.partner"] + .create( + { + "name": line[f"value_{line.answer_type}"], + "company_type": "company", + } + ) + .id + ) + 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 + vals["generating_survey_user_input_id"] = self.id + return vals + + def _create_contact_post_process(self, partner): + """After creating the lead send an internal message with the input link""" + partner.message_post_with_source( + "mail.message_origin_link", + render_values={"self": partner, "origin": self.survey_id}, + subtype_xmlid="mail.mt_note", + ) + + def _get_existing_partner(self, email, limit=1): + """Hook method that can be used to change the behavior of contact generation""" + return self.env["res.partner"].search([("email", "=ilike", email)], limit=limit) + + def _mark_done(self): + """Generate the contact when the survey is submitted""" + for user_input in self.filtered( + lambda r: r.survey_id.generate_contact and not r.partner_id + ): + vals = user_input._prepare_partner() + partner = False + email = vals.get("email") + if email: + partner = self._get_existing_partner(email) + if not partner: + partner = self.env["res.partner"].create(vals) + self._create_contact_post_process(partner) + self.update({"partner_id": partner.id, "email": partner.email}) + return super()._mark_done() diff --git a/survey_contact_generation/pyproject.toml b/survey_contact_generation/pyproject.toml new file mode 100644 index 00000000..4231d0cc --- /dev/null +++ b/survey_contact_generation/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/survey_contact_generation/readme/CONFIGURE.md b/survey_contact_generation/readme/CONFIGURE.md new file mode 100644 index 00000000..b914557e --- /dev/null +++ b/survey_contact_generation/readme/CONFIGURE.md @@ -0,0 +1,13 @@ +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. diff --git a/survey_contact_generation/readme/CONTRIBUTORS.md b/survey_contact_generation/readme/CONTRIBUTORS.md new file mode 100644 index 00000000..946ac052 --- /dev/null +++ b/survey_contact_generation/readme/CONTRIBUTORS.md @@ -0,0 +1,5 @@ +- [Tecnativa](https://www.tecnativa.com) + - David Vidal + - Ernesto Tejeda + - Stefan Ungureanu + - Pilar Vargas diff --git a/survey_contact_generation/readme/DESCRIPTION.md b/survey_contact_generation/readme/DESCRIPTION.md new file mode 100644 index 00000000..ac10b74a --- /dev/null +++ b/survey_contact_generation/readme/DESCRIPTION.md @@ -0,0 +1 @@ +This module allows to generate new contacts from surveys answers. diff --git a/survey_contact_generation/readme/USAGE.md b/survey_contact_generation/readme/USAGE.md new file mode 100644 index 00000000..80fde260 --- /dev/null +++ b/survey_contact_generation/readme/USAGE.md @@ -0,0 +1,2 @@ +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. diff --git a/survey_contact_generation/static/description/icon.png b/survey_contact_generation/static/description/icon.png new file mode 100644 index 00000000..ae0af814 Binary files /dev/null and b/survey_contact_generation/static/description/icon.png differ diff --git a/survey_contact_generation/static/description/index.html b/survey_contact_generation/static/description/index.html new file mode 100644 index 00000000..f66c6d13 --- /dev/null +++ b/survey_contact_generation/static/description/index.html @@ -0,0 +1,455 @@ + + + + + +Survey contacts generation + + + +
+

Survey contacts generation

+ + +

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

+

This module allows to generate new contacts from surveys answers.

+

Table of contents

+ +
+

Configuration

+

To configure the contact generation:

+
    +
  1. Go to the configured survey.
    2. +
  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. +
  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. +
  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.
    5. +
+
+
+

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. +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
      • +
    • Ernesto Tejeda
      • +
    • Stefan Ungureanu
      • +
    • Pilar Vargas
      • +
    +
    • +
+
+
+

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:

+

pilarvargas-tecnativa

+

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_contact_generation/static/tests/survey_contact_generation_tour.esm.js b/survey_contact_generation/static/tests/survey_contact_generation_tour.esm.js new file mode 100644 index 00000000..0393f18d --- /dev/null +++ b/survey_contact_generation/static/tests/survey_contact_generation_tour.esm.js @@ -0,0 +1,89 @@ +/** @odoo-module */ + +import {registry} from "@web/core/registry"; + +registry.category("web_tour.tours").add("test_survey_contact_generation", { + test: true, + url: "/survey/start/80e5f1e2-1a9d-4c51-8e23-09e93f7fa2c5", + steps: () => [ + { + content: "Click on Start", + trigger: "button.btn:contains('Start Survey')", + }, + { + content: "Company Name", + trigger: "div.js_question-wrapper input", + run: "text My Company Name", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Name", + trigger: "div.js_question-wrapper input", + run: "text My Name", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Email", + trigger: "div.js_question-wrapper input", + run: "text survey_contact_generation@test.com", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Notes", + trigger: "div.js_question-wrapper textarea", + run: "text This is a test note", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Color", + trigger: "div.js_question-wrapper input", + run: "text 1", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Date", + trigger: "div.js_question-wrapper input", + run: "text 01/01/2023", + }, + { + content: "Submit and go to Next Page", + trigger: 'button[value="next"]', + }, + { + content: "Country", + trigger: + "div.js_question-wrapper label:contains('Romania') i.fa-circle-thin", + }, + { + content: "Tags", + trigger: "div.js_question-wrapper label:contains('Prospects') i", + }, + { + content: "Tags", + trigger: "div.js_question-wrapper label:contains('Vendor') i", + }, + { + content: "Click Submit", + trigger: "button[value='finish'].btn-secondary", + }, + { + content: "Thank you", + trigger: "h1:contains('Thank you!')", + }, + ], +}); diff --git a/survey_contact_generation/tests/__init__.py b/survey_contact_generation/tests/__init__.py new file mode 100644 index 00000000..d4c56fbb --- /dev/null +++ b/survey_contact_generation/tests/__init__.py @@ -0,0 +1 @@ +from . import test_survey_contact_generation diff --git a/survey_contact_generation/tests/test_survey_contact_generation.py b/survey_contact_generation/tests/test_survey_contact_generation.py new file mode 100644 index 00000000..4fbc79d3 --- /dev/null +++ b/survey_contact_generation/tests/test_survey_contact_generation.py @@ -0,0 +1,34 @@ +# Copyright 2023 Tecnativa - David Vidal +# Copyright 2023 Tecnativa - Stefan Ungureanu +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from odoo.tests import HttpCase, tagged + +from odoo.addons.survey.tests.common import SurveyCase + + +@tagged("-at_install", "post_install") +class SurveyContactGenerationCase(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.survey = self.env.ref("survey_contact_generation.survey_contact_creation") + 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_contact_generation", + step_delay=1000, + ) + self.user_input = self.survey.user_input_ids - initial_user_inputs + + +@tagged("-at_install", "post_install") +class SurveyContactGenerationTests(SurveyContactGenerationCase): + def test_contact_generation(self): + partner = self.env["res.partner"].search( + [("email", "=", "survey_contact_generation@test.com")] + ) + self.assertEqual(partner, self.user_input.partner_id) + self.assertEqual(partner.parent_id.name, "My Company Name") + self.assertEqual(partner.generating_survey_user_input_id, self.user_input) diff --git a/survey_contact_generation/views/survey_question_views.xml b/survey_contact_generation/views/survey_question_views.xml new file mode 100644 index 00000000..f1b88af0 --- /dev/null +++ b/survey_contact_generation/views/survey_question_views.xml @@ -0,0 +1,36 @@ + + + + survey.question + + + + + + + + + + {'default_question_id': id, 'default_res_partner_field': res_partner_field} + + + + + + + + diff --git a/survey_contact_generation/views/survey_survey_views.xml b/survey_contact_generation/views/survey_survey_views.xml new file mode 100644 index 00000000..865911d8 --- /dev/null +++ b/survey_contact_generation/views/survey_survey_views.xml @@ -0,0 +1,18 @@ + + + + survey.survey + + + + + + + + + + +