Merge PR #105 into 15.0

Signed-off-by pedrobaeza

setup/survey_partner_representative/odoo/addons/survey_partner_representative

@@ -0,0 +1 @@
+../../../../survey_partner_representative

setup/survey_partner_representative/setup.py

@@ -0,0 +1,6 @@
+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)

survey_partner_representative/README.rst

@@ -0,0 +1,117 @@
+=============================
+Survey Partner Representative
+=============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:32924103c7ee99139f60cb1d89ae02a2085ced8d944a379da91f5d3a2426cf11
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/15.0/survey_partner_representative
+    :alt: OCA/survey
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_partner_representative
+    :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=15.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Do surveys on behalf of others.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+When we have the modules ``survey_contact_generation``,
+``survey_sale_generation`` or ``survey_crm_generation`` a salesman or a
+portal users could want to act as a representative of another using the
+surveys that generate those documents as an entry point.
+
+Configuration
+=============
+
+Users that can make surveys on behalf of others need to have the
+*Representative on surveys* special permission.
+
+If you want to allow that a survey is filled on behalf of others by the
+authorized users:
+
+1. Go to *Surveys > Surveys* and choose the survey you want to
+   configure.
+2. Go to the *Options* tab and in the *Candidates* section set the
+   *Allow Partner Representing* option on.
+
+Usage
+=====
+
+A user acting on behalf of other can start a new survey from the share
+link:
+
+-  On the survey backend form, click on *Share* and copy the survey URL.
+-  Paste it in your browser and fill the survey with needed data.
+
+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_partner_representative%0Aversion:%2015.0%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/15.0/survey_partner_representative>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

survey_partner_representative/__init__.py

@@ -0,0 +1,2 @@
+from . import controllers
+from . import models

survey_partner_representative/__manifest__.py

@@ -0,0 +1,25 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Survey Partner Representative",
+    "summary": "Fill the survey on behalf of others",
+    "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": ["survey"],
+    "data": [
+        "security/survey_partner_representative_security.xml",
+        "views/survey_survey_views.xml",
+        "views/survey_user_input_views.xml",
+    ],
+    "demo": ["demo/survey_partner_representative_demo.xml"],
+    "assets": {
+        "web.assets_tests": [
+            "/survey_partner_representative/static/tests/survey_representative_tour.esm.js",
+        ],
+    },
+}

survey_partner_representative/controllers/__init__.py

@@ -0,0 +1 @@
+from . import main

survey_partner_representative/controllers/main.py

@@ -0,0 +1,22 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo.http import request
+
+from odoo.addons.survey.controllers.main import Survey
+
+
+class Survey(Survey):
+    def _check_validity(
+        self, survey_token, answer_token, ensure_token=True, check_partner=True
+    ):
+        """Avoid partner mismatching error"""
+        survey_sudo, _answer_sudo = self._fetch_from_access_token(
+            survey_token, answer_token
+        )
+        if survey_sudo.allow_partner_representing and request.env.user.has_group(
+            "survey_partner_representative.partner_representative"
+        ):
+            check_partner = False
+        return super()._check_validity(
+            survey_token, answer_token, ensure_token, check_partner
+        )

survey_partner_representative/demo/survey_partner_representative_demo.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record model="survey.survey" id="survey_representative_demo">
+        <field name="title">Meal preferences</field>
+        <field name="access_token">80e5f1e2-1a9d-4c51-8e23-4abc7534</field>
+        <field name="access_mode">public</field>
+        <field name="users_can_go_back" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_representative_q0">
+        <field name="survey_id" ref="survey_representative_demo" />
+        <field name="sequence">0</field>
+        <field name="title">Name</field>
+        <field name="question_type">char_box</field>
+        <field name="constr_mandatory" eval="True" />
+    </record>
+    <record model="survey.question" id="survey_representative_q1">
+        <field name="survey_id" ref="survey_representative_demo" />
+        <field name="sequence">1</field>
+        <field name="title">Email</field>
+        <field name="question_type">char_box</field>
+    </record>
+    <record model="survey.question" id="survey_representative_q5">
+        <field name="survey_id" ref="survey_representative_demo" />
+        <field name="sequence">4</field>
+        <field name="title">What would you like for dinner?</field>
+        <field name="question_type">simple_choice</field>
+    </record>
+    <record model="survey.question.answer" id="survey_representative_q5_sug1">
+        <field name="question_id" ref="survey_representative_q5" />
+        <field name="sequence">1</field>
+        <field name="value">Meat</field>
+    </record>
+    <record model="survey.question.answer" id="survey_representative_q5_sug2">
+        <field name="question_id" ref="survey_representative_q5" />
+        <field name="sequence">2</field>
+        <field name="value">Fish</field>
+    </record>
+    <record model="survey.question.answer" id="survey_representative_q5_sug3">
+        <field name="question_id" ref="survey_representative_q5" />
+        <field name="sequence">3</field>
+        <field name="value">Vegan</field>
+    </record>
+</odoo>

survey_partner_representative/models/__init__.py

@@ -0,0 +1,3 @@
+from . import survey_representative_mixin
+from . import survey_survey
+from . import survey_user_input

survey_partner_representative/models/survey_representative_mixin.py

@@ -0,0 +1,29 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import api, fields, models
+
+
+class SurveyRepresentativeMixin(models.AbstractModel):
+    """This abstract is handy when we have a generated record that is linked to a
+    user input. This way, we can compute the represetative partner right away"""
+
+    _name = "survey.representative.mixin"
+    _description = "Use this mixin in models that have a linked survey input"
+
+    survey_user_input_id = fields.Many2one(
+        comodel_name="survey.user_input", readonly=True
+    )
+    survey_representative_partner_id = fields.Many2one(
+        comodel_name="res.partner",
+        compute="_compute_survey_representative_partner_id",
+        store=True,
+        readonly=False,
+    )
+
+    @api.depends("survey_user_input_id")
+    def _compute_survey_representative_partner_id(self):
+        """Users can set the field independently of the answer, but the answer rules"""
+        for record in self:
+            record.survey_representative_partner_id = (
+                self.survey_user_input_id.representative_partner_id
+            )

survey_partner_representative/models/survey_survey.py

@@ -0,0 +1,18 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class SurveySurvey(models.Model):
+    _inherit = "survey.survey"
+
+    allow_partner_representing = fields.Boolean(
+        help="A user with the proper permissions, could do the survey on behalf of other"
+    )
+
+    def _create_answer(self, *args, **kwargs):
+        """Inject the context so the partner representation is only done on a normal
+        survey workflow"""
+        if self.allow_partner_representing:
+            self = self.with_context(survey_partner_representative=True)
+        return super()._create_answer(*args, **kwargs)

survey_partner_representative/models/survey_user_input.py

@@ -0,0 +1,30 @@
+# Copyright 2024 Tecnativa - David Vidal
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import api, fields, models
+
+
+class SurveyUserInput(models.Model):
+    _inherit = "survey.user_input"
+
+    representative_partner_id = fields.Many2one(
+        comodel_name="res.partner",
+        help="This partner filled this survey on behalf of other",
+        readonly=True,
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        """Remove the user information so the survey is made anonymously"""
+        answers = super().create(vals_list)
+        if (
+            self.env.context.get("survey_partner_representative")
+            and self.env.user.has_group(
+                "survey_partner_representative.partner_representative"
+            )
+            and all(answers.survey_id.mapped("allow_partner_representing"))
+        ):
+            answers.partner_id = False
+            answers.email = False
+            answers.nickname = False
+            answers.representative_partner_id = self.env.user.partner_id
+        return answers

survey_partner_representative/readme/CONFIGURE.md

@@ -0,0 +1,8 @@
+Users that can make surveys on behalf of others need to have the
+*Representative on surveys* special permission.
+
+If you want to allow that a survey is filled on behalf of others by the authorized users:
+
+1. Go to *Surveys > Surveys* and choose the survey you want to configure.
+2. Go to the *Options* tab and in the *Candidates* section set the *Allow Partner Representing*
+   option on.

survey_partner_representative/readme/CONTEXT.md

@@ -0,0 +1,4 @@
+When we have the modules `survey_contact_generation`, `survey_sale_generation` or
+`survey_crm_generation` a salesman or a portal users could want to act as a
+representative of another using the surveys that generate those documents as an entry
+point.

survey_partner_representative/readme/CONTRIBUTORS.md

@@ -0,0 +1,3 @@
+- [Tecnativa](https://www.tecnativa.com)
+
+  - David Vidal

survey_partner_representative/readme/DESCRIPTION.md

@@ -0,0 +1 @@
+Do surveys on behalf of others.

survey_partner_representative/readme/USAGE.md

@@ -0,0 +1,4 @@
+A user acting on behalf of other can start a new survey from the share link:
+
+- On the survey backend form, click on *Share* and copy the survey URL.
+- Paste it in your browser and fill the survey with needed data.

survey_partner_representative/security/survey_partner_representative_security.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Tecnativa - David Vidal
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="partner_representative" model="res.groups">
+        <field name="name">Representative on surveys</field>
+        <field name="category_id" ref="base.module_category_hidden" />
+    </record>
+</odoo>