[18.0][MIG] survey sale generation: Migration to 18.0

survey_sale_generation/README.rst

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+======================
+Survey sale generation
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:a9e70b6517ff8702d6c983869d88293df82714efa7f63bf116296394e4b06ade
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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_sale_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_sale_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 quotations from surveys submits.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+You can configure either a new or an existing survey.
+
+1. Go to *Surveys* and choose an existing one or create it.
+2. In the *Options* tab, *Sales* group, set *Generate Quotations* on.
+3. You can set your preferred sales team for the generated quotations.
+
+Now you'll have to configure the products linked to the questions.
+
+For *Numerical value* questions:
+
+1. In the *Answers* tab choose the linked products.
+2. The resulting quotation will have as many items of that products as
+   the user defines.
+
+For *Multiple choice: only one answer*:
+
+1. In the *Answers* tab link multiple products to every given choice.
+2. The resulting quotation will have the products linked to the survey
+   user's choice.
+
+For *Multiple choice: multiple answers allowed*:
+
+1. In the *Answers* tab link products to every given choice.
+2. The resulting quotation will have the products linked to the survey
+   user's choices.
+3. By default a unit of product will be added per answer to the
+   quotation. If you want to set a variable choice, you can link a
+   numeric question that will act as multiplier.
+
+When the survey is submited an internal message is generated in the
+resulting quotation with a link to the user answers. Optionally, you can
+configure some of the questions so their input values are shown in such
+message. This way it can be easier to track some relevant infos
+concerning the request. To do so:
+
+1. In the *Options* tab of the questions go to the *Sales* section.
+2. Set *Show in sale order comment* on if you want those answers on the
+   internal notification.
+
+If you want the generated quotation to use a quotation template you can
+either:
+
+- Choose it from the general survey options: *Sale Order Template*.
+- In a single answer question, choose set the quotation depending on the
+  answer.
+
+The answer value will prevail over the general option.
+
+You can also configure the survey to send the quotation to the customer
+by mail. When doing so, you can choose a mail template or use the
+default one.
+
+If you want to fill sale fields from the answers:
+
+1. In the *Options* tab of the questions go to the *Sales* section.
+2. Set *Sale the sale field* you want to fill with the given answer.
+
+Usage
+=====
+
+Once the survey is configured, the users can fill them up as usual. The
+quotations will be generated according to the survey users' choices.
+
+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_sale_generation%0Aversion:%2018.0%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
+  - 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 <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-pilarvargas-tecnativa| 
+
+This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/18.0/survey_sale_generation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

survey_sale_generation/__init__.py

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+from . import models

survey_sale_generation/__manifest__.py

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+# Copyright 2022 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Survey sale generation",
+    "summary": "Generate sale orders 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_result_mail", "sale_management"],
+    "data": [
+        "views/survey_question_views.xml",
+        "views/survey_survey_views.xml",
+        "views/survey_user_input_views.xml",
+        "views/sale_order_views.xml",
+    ],
+    "demo": ["demo/survey_sale_demo.xml"],
+    "assets": {
+        "web.assets_tests": [
+            "/survey_sale_generation/static/tests/survey_sale_generation_tour.esm.js",
+        ],
+    },
+}

survey_sale_generation/demo/survey_sale_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <!-- We'll link these products to the survey questions -->
+    <record model="product.product" id="support_hours">
+        <field name="name">Support hours</field>
+        <field name="type">service</field>
+        <field name="list_price">100</field>
+    </record>
+    <record model="product.product" id="platinum_service">
+        <field name="name">Platinum support</field>
+        <field name="type">service</field>
+        <field name="list_price">10000</field>
+    </record>
+    <record model="product.product" id="gold_service">
+        <field name="name">Gold support</field>
+        <field name="type">service</field>
+        <field name="list_price">1000</field>
+    </record>
+    <record model="product.product" id="silver_service">
+        <field name="name">Silver support</field>
+        <field name="type">service</field>
+        <field name="list_price">500</field>
+    </record>
+    <record model="product.product" id="dedicated_server">
+        <field name="name">Dedicated Server</field>
+        <field name="type">service</field>
+        <field name="list_price">500</field>
+    </record>
+    <record model="product.product" id="advanced_backup">
+        <field name="name">Advanced Backup</field>
+        <field name="type">service</field>
+        <field name="list_price">500</field>
+    </record>
+    <record model="product.product" id="mail_management">
+        <field name="name">Mail Management</field>
+        <field name="type">service</field>
+        <field name="list_price">500</field>
+    </record>
+    <!-- Sales Team -->
+    <record model="crm.team" id="support_hiring">
+        <field name="name">Support Hiring</field>
+    </record>
+    <!-- Survey -->
+    <record model="survey.survey" id="survey_hire_support">
+        <field name="title">Hire Technical Support</field>
+        <field name="access_token">08b4db20-65cc-4c68-a711-cc364c54901b</field>
+        <field name="access_mode">public</field>
+        <field name="generate_quotations" eval="True" />
+        <field name="crm_team_id" ref="support_hiring" />
+        <field name="users_can_go_back" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_support_q0_1">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">0</field>
+        <field name="title">Name</field>
+        <field name="question_type">char_box</field>
+        <field name="show_in_sale_order_comment" eval="True" />
+        <field name="constr_mandatory" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_support_q0">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">1</field>
+        <field name="title">E-mail address</field>
+        <field name="question_type">char_box</field>
+        <field name="show_in_sale_order_comment" eval="True" />
+        <field name="constr_mandatory" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_support_q1">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">2</field>
+        <field name="title">How many hours will you hire monthly?</field>
+        <field name="question_type">numerical_box</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.support_hours'))]"
+        />
+        <field name="constr_mandatory" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_support_q2">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">3</field>
+        <field name="title">Choose your subscription level</field>
+        <field name="question_type">simple_choice</field>
+        <field name="constr_mandatory" eval="True" />
+        <field name="product_uom_qty_question_id" ref="survey_support_q1" />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q2_sug1">
+        <field name="question_id" ref="survey_support_q2" />
+        <field name="sequence">1</field>
+        <field name="value">Platinum</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.platinum_service'))]"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q2_sug2">
+        <field name="question_id" ref="survey_support_q2" />
+        <field name="sequence">2</field>
+        <field name="value">Gold</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.gold_service'))]"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q2_sug3">
+        <field name="question_id" ref="survey_support_q2" />
+        <field name="sequence">3</field>
+        <field name="value">Silver</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.silver_service'))]"
+        />
+    </record>
+    <record model="survey.question" id="survey_support_q3">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">5</field>
+        <field name="title">Choose your extras</field>
+        <field name="question_type">multiple_choice</field>
+        <field name="constr_mandatory" eval="False" />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q3_sug1">
+        <field name="question_id" ref="survey_support_q3" />
+        <field name="sequence">1</field>
+        <field name="value">Dedicated Server</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.dedicated_server'))]"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q3_sug2">
+        <field name="question_id" ref="survey_support_q3" />
+        <field name="sequence">2</field>
+        <field name="value">Advanced Backup</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.advanced_backup'))]"
+        />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q3_sug3">
+        <field name="question_id" ref="survey_support_q3" />
+        <field name="sequence">3</field>
+        <field name="value">Mail Management</field>
+        <field
+            name="product_ids"
+            eval="[Command.link(ref('survey_sale_generation.mail_management'))]"
+        />
+    </record>
+    <record model="survey.question" id="survey_support_q4">
+        <field name="survey_id" ref="survey_hire_support" />
+        <field name="sequence">6</field>
+        <field name="title">Referenced by</field>
+        <field name="question_type">simple_choice</field>
+        <field name="comments_allowed" eval="True" />
+        <field name="comment_count_as_answer" eval="True" />
+        <field name="comments_message">Other:</field>
+        <field name="sale_order_field" ref="sale.field_sale_order__origin" />
+        <field name="constr_mandatory" eval="True" />
+    </record>
+    <record model="survey.question.answer" id="survey_support_q4_sug1">
+        <field name="question_id" ref="survey_support_q4" />
+        <field name="sequence">1</field>
+        <field name="value">TV</field>
+    </record>
+    <record model="survey.question.answer" id="survey_support_q4_sug2">
+        <field name="question_id" ref="survey_support_q4" />
+        <field name="sequence">2</field>
+        <field name="value">Internet</field>
+    </record>
+</odoo>