[17.0][IMP] survey_certification_sending: authorise certificate download at contact level

survey_certification_sending/README.rst

@@ -75,10 +75,10 @@ Authors
 Contributors
 ------------
 
-- `Tecnativa <https://www.tecnativa.com>`__
+-  `Tecnativa <https://www.tecnativa.com>`__
 
-  - David Vidal
-  - Pilar Vargas
+   -  David Vidal
+   -  Pilar Vargas
 
 Maintainers
 -----------

survey_certification_sending/__manifest__.py

@@ -12,6 +12,7 @@
     "license": "AGPL-3",
     "depends": ["survey"],
     "data": [
+        "views/res_partner_views.xml",
         "views/survey_survey_views.xml",
         "views/survey_templates.xml",
         "views/survey_user_views.xml",

survey_certification_sending/models/__init__.py

@@ -1,3 +1,4 @@
 from . import mail_template
+from . import res_partner
 from . import survey_survey
 from . import survey_user_input

survey_certification_sending/models/mail_template.py

@@ -15,9 +15,11 @@ def send_mail(
         email_layout_xmlid=False,
     ):
         if self.model == "survey.user_input":
-            skip_ids = self.env.context.get("skip_certification_email_ids", [])
-            survey = self.env["survey.user_input"].browse(res_id).survey_id
-            if survey.id in skip_ids:
+            survey_input = self.env["survey.user_input"].browse(res_id)
+            if (
+                survey_input.survey_id.skip_certification_email
+                or survey_input.partner_id.skip_certification_email
+            ):
                 return False
         return super().send_mail(
             res_id, force_send, raise_exception, email_values, email_layout_xmlid

survey_certification_sending/models/res_partner.py

@@ -0,0 +1,12 @@
+# Copyright 2025 Tecnativa - Pilar Vargas
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class Survey(models.Model):
+    _inherit = "res.partner"
+
+    skip_certification_email = fields.Boolean(
+        help="Skip sending the certification automatically after successful completion "
+        "of the survey."
+    )

survey_certification_sending/models/survey_user_input.py

@@ -18,19 +18,12 @@ def _mark_done(self):
                 user_input.survey_id.certification
                 and user_input.scoring_success
                 and not user_input.survey_id.skip_certification_email
+                and not user_input.partner_id.skip_certification_email
                 and user_input.survey_id.certification_mail_template_id
                 and not user_input.test_entry
             ):
                 user_input.certification_sent = True
-        # Add ids of surveys that have to skip automatic sending to the context
-        return super(
-            SurveyUserInput,
-            self.with_context(
-                skip_certification_email_ids=self.mapped("survey_id")
-                .filtered(lambda s: s.skip_certification_email)
-                .ids
-            ),
-        )._mark_done()
+        return super()._mark_done()
 
     def action_manual_send_certification(self):
         # Send certifications manually only to those who passed the survey.

survey_certification_sending/tests/test_survey_certification_sending.py

@@ -183,3 +183,66 @@ def test_no_passed_certification_skip_auto_sending(self):
         # Verify that the certification has not been sent manually
         answer.action_manual_send_certification()
         self.assertFalse(answer.certification_sent)
+
+    def test_certification_partner_skip_auto_sending(self):
+        test_certification = self.env["survey.survey"].create(
+            {
+                "title": "Test Partner Skip Auto Sending",
+                "access_mode": "public",
+                "users_login_required": True,
+                "questions_layout": "page_per_question",
+                "users_can_go_back": True,
+                "scoring_type": "scoring_with_answers",
+                "scoring_success_min": 85.0,
+                "certification": True,
+                "certification_mail_template_id": self.env.ref(
+                    "survey.mail_template_certification"
+                ).id,
+                "is_time_limited": True,
+                "time_limit": 10,
+            }
+        )
+        q_01 = self._add_question(
+            None,
+            "2+2",
+            "simple_choice",
+            sequence=1,
+            constr_mandatory=True,
+            constr_error_msg="Please select an answer",
+            survey_id=test_certification.id,
+            labels=[
+                {"value": "2"},
+                {"value": "3"},
+                {"value": "4", "is_correct": True, "answer_score": 50.0},
+                {"value": "5"},
+            ],
+        )
+        q_02 = self._add_question(
+            None,
+            "2x2",
+            "simple_choice",
+            sequence=2,
+            constr_mandatory=True,
+            constr_error_msg="Please select an answer",
+            survey_id=test_certification.id,
+            labels=[
+                {"value": "2"},
+                {"value": "3"},
+                {"value": "4", "is_correct": True, "answer_score": 50.0},
+                {"value": "5"},
+            ],
+        )
+        answer = self._add_answer(test_certification, self.env.user)
+        self._add_answer_line(q_01, answer, q_01.suggested_answer_ids[2].id)
+        self._add_answer_line(q_02, answer, q_02.suggested_answer_ids[2].id)
+        # Set on answer.partner_id to ensure it applies to the actual partner
+        # used in the test
+        answer.partner_id.write({"skip_certification_email": True})
+        answer.with_user(self.env.user).write({"state": "done"})
+        answer._mark_done()
+        # Verify that the certification has not been sent automatically
+        self.assertTrue(answer.scoring_success)
+        self.assertFalse(answer.certification_sent)
+        # Verify that the certification has been sent manually
+        answer.action_manual_send_certification()
+        self.assertTrue(answer.certification_sent)

survey_certification_sending/views/res_partner_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_partner_form" model="ir.ui.view">
+        <field name="name">res.partner.form.view</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            <field name="website" position="before">
+                <field
+                    name="skip_certification_email"
+                    groups="survey.group_survey_user"
+                />
+            </field>
+        </field>
+    </record>
+</odoo>

survey_certification_sending/views/survey_templates.xml

@@ -9,7 +9,7 @@
         >
             <attribute
                 name="t-if"
-            >survey.certification and not survey.skip_certification_email</attribute>
+            >survey.certification and (not survey.skip_certification_email and not answer.partner_id.skip_certification_email)</attribute>
         </xpath>
     </template>
 </odoo>