[16.0][MIG] survey_crm_generation: Migration to version 16.0

survey_crm_generation/README.rst

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+=======================
+Survey leads generation
+=======================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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_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_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 generate leads/opportunities from surveys.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure the leads/opportunities generation:
+
+#. Go to the configured survey.
+#. In the *CRM* section of the *Options* tab, set *Generate leads* on.
+#. Optionally you can set default tags for the generated leads.
+#. You can set the crm team to assign the leads to.
+
+The questions marked to be shown in the lead description will be shown there.
+
+Usage
+=====
+
+Once the surveys are submited a lead/opportunity (depending on the default options for
+the company) will be generated with a link to the answers.
+
+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_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
+
+* `Technaureus <https://www.technaureus.com>`_
+
+  * Sreejishnu E
+
+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_generation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

survey_crm_generation/__init__.py

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+from . import models

survey_crm_generation/__manifest__.py

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+# Copyright 2023 Tecnativa - David Vidal
+# Copyright 2023 Technaureus - Sreejishnu E
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Survey leads generation",
+    "summary": "Generate CRM leads/opportunities from surveys",
+    "version": "16.0.1.0.1",
+    "development_status": "Beta",
+    "category": "Marketing/Survey",
+    "website": "https://github.com/OCA/survey",
+    "author": "Tecnativa,"
+    "Technaureus,"          
+    "Odoo Community Association (OCA)",
+    "maintainers": ["chienandalu"],
+    "license": "AGPL-3",
+    "depends": ["survey", "crm"],
+    "data": [
+        "views/survey_survey_views.xml",
+        "views/survey_question_views.xml",
+        "views/survey_user_input_views.xml",
+        "views/crm_lead_views.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "/survey_crm_generation/static/tests/survey_crm_generation_tour.js",
+        ],
+    },
+    "demo": ["demo/survey_crm_demo.xml"],
+}

survey_crm_generation/demo/survey_crm_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record model="crm.tag" id="tag_survey_leads">
+        <field name="name">Survey Leads</field>
+    </record>
+    <record model="crm.tag" id="tag_oca_partnership">
+        <field name="name">OCA Partnership</field>
+    </record>
+    <!--  Sales Team  -->
+    <record model="crm.team" id="oca_partnership_leads">
+        <field name="name">OCA Partnership</field>
+    </record>
+    <!--  Survey  -->
+    <record model="survey.survey" id="become_partner">
+        <field name="title">Become OCA Partner</field>
+        <field name="description">Be part of the Odoo Community!</field>
+        <field name="access_token">08b4db21-66cc-4c69-a712-cc364c54902c</field>
+        <field name="session_state">ready</field>
+        <field name="access_mode">public</field>
+        <field name="generate_leads" eval="True"/>
+        <field name="crm_team_id" ref="oca_partnership_leads"/>
+        <field name="crm_tag_ids"
+               eval="[(6,0,[ref('survey_crm_generation.tag_oca_partnership'), ref('survey_crm_generation.tag_survey_leads')])]"/>
+        <field name="users_can_go_back" eval="True"/>
+    </record>
+    <record model="survey.question" id="survey_oca_q0">
+        <field name="survey_id" ref="become_partner"/>
+        <field name="sequence">0</field>
+        <field name="title">E-mail address</field>
+        <field name="question_type">text_box</field>
+        <field name="show_in_lead_description" eval="True"/>
+        <field name="constr_mandatory" eval="True"/>
+    </record>
+    <record model="survey.question" id="survey_oca_q1">
+        <field name="survey_id" ref="become_partner"/>
+        <field name="sequence">1</field>
+        <field name="title">Your company name?</field>
+        <field name="question_type">text_box</field>
+        <field name="show_in_lead_description" eval="True"/>
+        <field name="constr_mandatory" eval="True"/>
+    </record>
+    <record model="survey.question" id="survey_oca_q3">
+        <field name="survey_id" ref="become_partner"/>
+        <field name="sequence">2</field>
+        <field name="title">And your name?</field>
+        <field name="question_type">text_box</field>
+        <field name="show_in_lead_description" eval="True"/>
+        <field name="constr_mandatory" eval="True"/>
+    </record>
+</odoo>

survey_crm_generation/i18n/survey_crm_generation.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* survey_crm_generation
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 13.0\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_crm_generation
+#: model:survey.question,question:survey_crm_generation.survey_oca_q3
+#: model:survey.question,title:survey_crm_generation.survey_oca_q3
+msgid "And your name?"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model_terms:survey.survey,description:survey_crm_generation.become_partner
+msgid "Be part of the Odoo Community!"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.survey,title:survey_crm_generation.become_partner
+msgid "Become OCA Partner"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_form
+#: model_terms:ir.ui.view,arch_db:survey_crm_generation.survey_question_form
+msgid "CRM"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_tag_ids
+msgid "Crm Tag"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__crm_team_id
+msgid "Crm Team"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.question,question:survey_crm_generation.survey_oca_q0
+#: model:survey.question,title:survey_crm_generation.survey_oca_q0
+msgid "E-mail address"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_survey__generate_leads
+msgid "Generate Leads"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__generate_leads
+msgid "Generate leads/opportunities linked to the generated quotations"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q0
+#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q1
+#: model:survey.question,comments_message:survey_crm_generation.survey_oca_q3
+msgid "If other, please specify:"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model,name:survey_crm_generation.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:crm.lead.tag,name:survey_crm_generation.tag_oca_partnership
+#: model:crm.team,name:survey_crm_generation.oca_partnership_leads
+msgid "OCA Partnership"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_user_input__opportunity_id
+msgid "Opportunity"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,help:survey_crm_generation.field_survey_survey__crm_tag_ids
+msgid "Set the default crm tags in the generated leads/opportunities"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model.fields,field_description:survey_crm_generation.field_survey_question__show_in_lead_description
+msgid "Show In Lead Description"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model,name:survey_crm_generation.model_survey_survey
+msgid "Survey"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:crm.lead.tag,name:survey_crm_generation.tag_survey_leads
+msgid "Survey Leads"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model,name:survey_crm_generation.model_survey_question
+msgid "Survey Question"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:ir.model,name:survey_crm_generation.model_survey_user_input
+#: model:ir.model.fields,field_description:survey_crm_generation.field_crm_lead__survey_user_input_id
+msgid "Survey User Input"
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q0
+#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q1
+#: model:survey.question,validation_error_msg:survey_crm_generation.survey_oca_q3
+msgid "The answer you entered is not valid."
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q0
+#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q1
+#: model:survey.question,constr_error_msg:survey_crm_generation.survey_oca_q3
+msgid "This question requires an answer."
+msgstr ""
+
+#. module: survey_crm_generation
+#: model:survey.question,question:survey_crm_generation.survey_oca_q1
+#: model:survey.question,title:survey_crm_generation.survey_oca_q1
+msgid "Your company name?"
+msgstr ""

survey_crm_generation/models/__init__.py

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+from . import crm_lead
+from . import survey_question
+from . import survey_survey
+from . import survey_user_input

survey_crm_generation/models/crm_lead.py

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+# Copyright 2023 Tecnativa - David Vidal
+# Copyright 2023 Technaureus - Sreejishnu E
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    survey_user_input_id = fields.Many2one(comodel_name="survey.user_input")

survey_crm_generation/models/survey_question.py

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+# Copyright 2022 Tecnativa - David Vidal
+# Copyright 2023 Technaureus - Sreejishnu E
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class SurveyQuestion(models.Model):
+    _inherit = "survey.question"
+
+    show_in_lead_description = fields.Boolean()

survey_crm_generation/models/survey_survey.py

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+# Copyright 2023 Tecnativa - David Vidal
+# Copyright 2023 Technaureus - Sreejishnu E
+# 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_leads = fields.Boolean(
+        help="Generate leads/opportunities linked to the generated quotations",
+    )
+    crm_tag_ids = fields.Many2many(
+        comodel_name="crm.tag",
+        help="Set the default crm tags in the generated leads/opportunities",
+    )
+    crm_team_id = fields.Many2one(comodel_name="crm.team")