Survey sale generation

survey_sale_generation · OCA/survey

    Repository
    OCA/survey · module folder · Try on Runboat
    Module version
    1.0.3
    Category
    Marketing/Survey
    Folder size
    0.09 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/survey
    Last tracking update
    2026-08-07 08:23:14
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    pilarvargas-tecnativa, Pilar Vargas, Weblate, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/survey:
    - survey_result_mail
    odoo/odoo:
    - survey
    - auth_signup
    - base_setup
    - base
    - web
    - mail
    - bus
    - web_tour
    - http_routing
    - gamification
    - sale_management
    - sale
    - sales_team
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - web_editor
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    survey_crm_sale_generation
    Description
    This module allows to generate quotations from surveys submits.

    Code Analysis ⓘ

    Views touched (4)
    XML IDNameModelTypeStatus
    survey_form survey.survey form Inherits survey.survey_survey_view_form
    survey_question_form survey.question form Inherits survey.survey_question_form
    survey_user_input_view_form survey.user_input form Inherits survey.survey_user_input_view_form
    view_order_form sale.order form Inherits sale.view_order_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (1)
    • survey_user_input_id Many2one → survey.user_input
      comodel_name='survey.user_input' copy=False
    Public methods (0)

    No public methods.

    New fields (6)
    • allowed_sale_order_field_ids Many2many → ir.model.fields
      comodel_name='ir.model.fields' compute='_compute_allowed_sale_order_field_ids'
    • generate_quotations Boolean
      related='survey_id.generate_quotations'
    • product_ids Many2many → product.product
      comodel_name='product.product'
    • product_uom_qty_question_id Many2one → survey.question
      comodel_name='survey.question' help="For multiple answer questions we might want to consider how much of that product we want to order. For example, one question could be: 'How many members in your team?' and other could be 'Choose the membership type'. We'll want to multiply members by memberships in our sale line."
    • sale_order_field Many2one → ir.model.fields
      comodel_name='ir.model.fields' domain="[('id', 'in', allowed_sale_order_field_ids)]"
    • show_in_sale_order_comment Boolean
    Public methods (0)

    No public methods.

    New fields (2)
    • product_ids Many2many → product.product
      comodel_name='product.product'
    • sale_order_template_id Many2one → sale.order.template
      comodel_name='sale.order.template'
    Public methods (0)

    No public methods.

    New fields (5)
    • crm_team_id Many2one → crm.team
      comodel_name='crm.team'
    • generate_quotations Boolean
      help="Check it to generate sale orders from the survey answers. You'll need to configure at least one question linked to a product."
    • quotation_mail_template_id Many2one → mail.template
      comodel_name='mail.template' domain=[('model', '=', 'sale.order')] help='Choose a template. Otherwise the default one will be used.'
    • sale_order_template_id Many2one → sale.order.template
      comodel_name='sale.order.template'
    • send_quotation_to_customer Boolean
      help='Send the quotation to the customer automatically.'
    Public methods (0)

    No public methods.

    New fields (1)
    • sale_order_id Many2one → sale.order
      comodel_name='sale.order'
    Public methods (0)

    No public methods.

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    Status
    Open migration PR — not merged yet for this version
    CI status
    checks failing
    Open since
    8 days ago
    Last activity
    3 days ago
    Repository
    OCA/survey
    Pull request
    [19.0][MIG] survey_sale_generation: Migration to version 19.0 (#247)