[NEW] survey_record_generation

Author: clementthomas

survey_record_generation/README.rst

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+========================
+Survey record generation
+========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
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+   !! source digest: sha256:03eeb5c11b7d8330051c416331c84103b2641351fdc1d0a1bad43acd09501a33
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+
+.. |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/16.0/survey_record_generation
+    :alt: OCA/survey
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/survey-16-0/survey-16-0-survey_record_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=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to generate any record from surveys answers.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+In several cases we want to use survey application to create records. 
+Website form application give the same possibility but the design is integrated on the web site. 
+Futhermore this module add other functionnalities like "duplicate" check, or creation of several interconnected records
+
+Typical use case : Information request form
+
+#. Submitting the form will create a contact (partner) only if it does not already exist in the database.
+#. Submitting the form will also create a crm opportunity linked to previously created partner
+
+
+
+Configuration
+=============
+
+Record generation configuration
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+.. |Image of record creation list| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/record-creations.png
+
+#. Go to the the survey
+#. In *Record creation* tab add a new line        
+#. Set a name for created record, select the Model of the record (eg: Prospect)
+#. Add a field configuration. So for each field : 
+
+    .. |Image of record creation fields| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/record-creation-customer.png
+
+    #. You can check "unicity constraint" to prevent duplicates. 
+        In case of duplicates and if other record use this record to fill a m2o field, the founded record will be used
+    #. You can configure explicitly where Odoo should retrieve the value of field : 
+        * **fixed**: To set explicit value
+        * **question**: If value come from user's answer
+            For m2o or m2m links, question should be configured before. See Question answers configuration section below.
+        * **other created record**: If value come from other created record (m2o case only)
+
+
+
+Question answers configuration 
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In a survey question : to configure value of choices
+
+.. |Question answers| image:: https://raw.githubusercontent.com/OCA/survey/16.0/survey_record_generation/static/description/question-answers.png
+
+#. Configure a multiple choice question
+#. Select value type associated to answer:
+    * **Value** > eg: to fill a selection field
+    * **Record** > to fill m2o or m2m field
+#. In case of *record* type: 
+    #. Select referenced model
+    #. You can directly fill answers (eventualy with help of the domain field) 
+    #. Or create new answers and set associated record
+#. In case of *value* type: 
+    #. Add new selectable answers and set associated value
+
+
+Usage
+=====
+
+When a survey is properly configured, once it is submited by a user, records should be created.
+
+To find records generated from a participation go to:
+
+#. Survey > participation
+#. Click on **# Generated records** button (top-right)
+
+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_record_generation%0Aversion:%2016.0%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
+~~~~~~~
+
+* Elabore
+
+Contributors
+~~~~~~~~~~~~
+
+* `Elabore <https://www.elabore.coop>`_
+
+  * Clément Thomas
+
+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.
+
+This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/16.0/survey_record_generation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

survey_record_generation/__init__.py

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+from . import models

survey_record_generation/__manifest__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Survey record generation",
+    'summary': 'Allow to create record of any model when sending the form',
+    'description': """
+Allow to create record of any model when sending the form : 
+----------------------------------------------------
+* Choose list of models created on survey submission
+* Set default values for record created
+* Associate question with fields
+* For x2m fields : Associate values to questions
+""", 
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Elabore",
+    "website": "https://www.elabore.coop",
+    "category": "",
+    "depends": ["survey"],
+    "data": [        
+      "security/ir.model.access.csv",
+      "views/survey_survey_views.xml", 
+      "views/survey_question_views.xml", 
+      "views/survey_user_input_views.xml", 
+      "views/survey_generated_record_views.xml", 
+    ],    
+    "installable": True,
+}