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Merge PR #80 into 15.0
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Signed-off-by pedrobaeza
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OCA-git-bot committed Jul 27, 2023
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6 changes: 6 additions & 0 deletions setup/survey_crm_sale_generation/setup.py
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import setuptools

setuptools.setup(
setup_requires=['setuptools-odoo'],
odoo_addon=True,
)
98 changes: 98 additions & 0 deletions survey_crm_sale_generation/README.rst
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============================
Survey sales linked to leads
============================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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/13.0/survey_crm_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-13-0/survey-13-0-survey_crm_sale_generation
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/200/13.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to link the leads/opportunities with the quotations generated by
``survey_sale_generation`` and ``survey_crm_generation``.

**Table of contents**

.. contents::
:local:

Configuration
=============

Configure your surveys as it's described in the instructions for
``survey_sale_generation`` and ``survey_crm_generation``

Usage
=====

Once the survey is submitted, a lead/opportunity (depending on the default value for
the company) will be generated with a link to the generated quotation.

Once the quotations are confirmed, the lead/opportunity will be set as won automatically.

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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_crm_sale_generation%0Aversion:%2013.0%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/13.0/survey_crm_sale_generation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions survey_crm_sale_generation/__init__.py
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from . import models
16 changes: 16 additions & 0 deletions survey_crm_sale_generation/__manifest__.py
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# Copyright 2023 Tecnativa - David Vidal
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Survey sales linked to leads",
"summary": "Link CRM leads to sale orders generated from surveys",
"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": ["sale_crm", "survey_sale_generation", "survey_crm_generation"],
"data": [],
"demo": ["demo/survey_sale_demo.xml"],
}
13 changes: 13 additions & 0 deletions survey_crm_sale_generation/demo/survey_sale_demo.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record model="crm.tag" id="tag_tech_support">
<field name="name">Tech support</field>
</record>
<record model="survey.survey" id="survey_sale_generation.survey_hire_support">
<field name="generate_leads" eval="True" />
<field
name="crm_tag_ids"
eval="[(6,0,[ref('survey_crm_sale_generation.tag_tech_support'), ref('survey_crm_generation.tag_survey_leads')])]"
/>
</record>
</odoo>
33 changes: 33 additions & 0 deletions survey_crm_sale_generation/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * survey_crm_sale_generation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-06-05 10:41+0000\n"
"PO-Revision-Date: 2023-06-05 12:42+0200\n"
"Last-Translator: \n"
"Language-Team: \n"
"Language: es_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: Poedit 3.0.1\n"

#. module: survey_crm_sale_generation
#: model:ir.model,name:survey_crm_sale_generation.model_sale_order
msgid "Sales Order"
msgstr "Pedido de venta"

#. module: survey_crm_sale_generation
#: model:ir.model,name:survey_crm_sale_generation.model_survey_user_input
msgid "Survey User Input"
msgstr "Respuestas de los usuarios"

#. module: survey_crm_sale_generation
#: model:crm.tag,name:survey_crm_sale_generation.tag_tech_support
msgid "Tech support"
msgstr "Soporte Técnico"
31 changes: 31 additions & 0 deletions survey_crm_sale_generation/i18n/survey_crm_sale_generation.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * survey_crm_sale_generation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-06-05 10:41+0000\n"
"PO-Revision-Date: 2023-06-05 10:41+0000\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_crm_sale_generation
#: model:ir.model,name:survey_crm_sale_generation.model_sale_order
msgid "Sales Order"
msgstr ""

#. module: survey_crm_sale_generation
#: model:ir.model,name:survey_crm_sale_generation.model_survey_user_input
msgid "Survey User Input"
msgstr ""

#. module: survey_crm_sale_generation
#: model:crm.tag,name:survey_crm_sale_generation.tag_tech_support
msgid "Tech support"
msgstr ""
2 changes: 2 additions & 0 deletions survey_crm_sale_generation/models/__init__.py
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from . import sale_order
from . import survey_user_input
15 changes: 15 additions & 0 deletions survey_crm_sale_generation/models/sale_order.py
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# Copyright 2023 Tecnativa - David Vidal
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import models


class SaleOrder(models.Model):
_inherit = "sale.order"

def action_confirm(self):
"""Set won the linked opportunities automatically"""
res = super().action_confirm()
self.filtered(
lambda x: x.survey_user_input_id and x.opportunity_id
).opportunity_id.action_set_won()
return res
20 changes: 20 additions & 0 deletions survey_crm_sale_generation/models/survey_user_input.py
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# 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 _mark_done(self):
"""Link the generated opportunity and quoation together when the survey
is submitted."""
res = super()._mark_done()
if self.opportunity_id and self.sale_order_id:
self.opportunity_id.update(
{
"expected_revenue": self.sale_order_id.amount_total,
"order_ids": [(6, 0, self.sale_order_id.ids)],
}
)
return res
2 changes: 2 additions & 0 deletions survey_crm_sale_generation/readme/CONFIGURE.rst
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Configure your surveys as it's described in the instructions for
``survey_sale_generation`` and ``survey_crm_generation``
3 changes: 3 additions & 0 deletions survey_crm_sale_generation/readme/CONTRIBUTORS.rst
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* `Tecnativa <https://www.tecnativa.com>`_

* David Vidal
2 changes: 2 additions & 0 deletions survey_crm_sale_generation/readme/DESCRIPTION.rst
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This module allows to link the leads/opportunities with the quotations generated by
``survey_sale_generation`` and ``survey_crm_generation``.
4 changes: 4 additions & 0 deletions survey_crm_sale_generation/readme/USAGE.rst
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Once the survey is submitted, a lead/opportunity (depending on the default value for
the company) will be generated with a link to the generated quotation.

Once the quotations are confirmed, the lead/opportunity will be set as won automatically.
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