This commit simplifies the answer_tag and question name
by removing the survey_id (uses now only question id) for the most simple cases
Factorise the save and validate survey answers to avoid duplicate code
Review posted submit data :
- process all questions by question type (instead of using form data
(key,value) that needed key parsing and was un-typed)
- regroup answers by questions and adapt all validation and save flow
- remove post data in save and validate question methods
and uses directly the answer(s)
- remove useless input names
The tests have been adapted consequently
Task ID : 1930132
PR #32419
Purpose of this commit is
- to make the survey js controller a widget, to be more 'odoo-standard'.
- to lessen number of RPCs and clean old code for prefilling and validation of
surveys.
Clean Prefill :
Prefill can be done directly in the template as the template has already
all the needed values (in answer object).
Clean Validation :
Validation is done at server side and is independant from prefilling values.
Dates:
Dates are now formatted directly in the template, at rendering, using a
format_date fonction pointer called in the template.
Don't use widget in review mode:
Remove o_survey_form class from review template as only dates were processed in
the widget for review template.
Breadcrumb :
Remove button previous, prev=prev and go_back mechanism :
The previous page is handled by the breadcrump
Remove redirect url mechanism.
Breadcrumb now saves the answers when going to a previous page.
Move o_survey_form class to a higher div to englobe breadcrumb in the widget
and ease his handling.
Remove locale load as already done in session.js#load_modules
This commit modifies the route type of survey submit to work in json.
The js survey form controller calls now manually the route via rpc.
Task ID : 1930132
PR #32419
Purpose
=======
Fields `customer` and `supplier` on `res.partner`
are mostly used in domains of many2x fields.
Those domains can confuse end users because they don't
see the partner they are looking for; and it's not obvious why.
Some identified problems:
1. It can lead to duplicated partners: the user does not find
the partner, so he creates a new one.
2. The user imports supplier contacts in the Contacts app, so they
don't get the `supplier` flag. Then the user wants to make a purchase order,
and cannot find the new suppliers in the list
3. A user removes the customer flag on a prospect, because they don't think
it's a customer yet - except now they can't make a quote for that customer...
Specification
=============
Remove the two mentioned fields.
Since fields `customer` and `supplier` have been removed, all partners
are now shown in many2one dropdowns.
But in some cases, not all partners are relevant or some are more likely
to be relevant than others. e.g. when creating a PO, top suppliers have a
higher priority than other partners.
So, adapt the places where those fields were used with the new mechanism to
display the searched the partners, according to the number purchase/sales
orders they made.
TaskID: 2031147
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Stages modification through the clickable statusbar wasn't very intuitive.
By fixing default behavior through states (and corresponding buttons), default user experience is simplified.
3 static states available : draft, open, closed
Form view: navigation through states with buttons
Kanban view: disabled modification of survey state
Task ID : 1949110
closesodoo/odoo#32325
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Task #1902306
Purpose
=======
The "page" concept is now only present in the user interface.
Surveys are split in "sections" that have two purposes:
- Organizing a (long) survey/certification
- Allow to pick a random questions count for that section (more information here after)
On the user interface, based on the questions_layout field, surveys are displayed:
- On a single page, where sections still appear but are only used as visual separations
- On multiple pages, having one page per section (this matches the previous behavior)
- On multiple pages, having one page per *question*
On top of that page concept, this commit added randomization for the survey questions.
The randomization mechanism will take X questions per section of the survey.
The survey.user_input is initialized with the selected questions to be sure to keep that
set of questions and avoid showing a new set of questions every time the user refreshes the page.
This also allows to easilly go back and know which question we have to show.
Task #1902306
Purpose
=======
This commit adds certification capabilities to the survey module.
A certification is a survey with the "certification" flag set to true than can be linked
to a certification email template that contains a certification document (PDF).
This template can be edited by the user in the technical settings to customize the certification email/document.
To be able to implement this certification concept, we also have to add scoring mechanisms to surveys.
survey.questions of type 'simple_choice' and 'multiple_choice' now have scores for the suggested answers.
These question scores allow to compute a global score that is used to determine whether the user has successfully
passed the certification or not.
As additional features, we also have:
- A time limit with an interface timer that limits the test to X minutes
When reached, the survey is automatically submitted and unregistered (= unsubmitted) answers are not taken into account.
- A limited number of attempts for the survey/certification
If reached, the user can't take the survey/certification anymore
The 'survey result' layout was adapted accordingly to show the success rate of participants and the correct answers
to the survey questions.
Specs
=======
- Create a new survey :
- Add a description field for the survey
- Options on a survey :
- Passing score : (sum of all good answers) in %
- If No scoring => No passing score, no certificate
- If Scoring with answers => Passing score and can see the answers (can create certificate)
- If Scoring without answers => Passing score but can't review the answers at the end (can create certificate)
- for the questions, if "no scoring" selected, can 't see the option "good answer" and "score" on the questions
- If the 2 others options, can see the options "good answer" and "score" on the questions
- all the types of questions are available for each option.
- Questions
- Add the option correct answer on the multiples questions (one or more good answers)
- Certifications
- If scoring, force "mandatory" for "mutliple choices (1or multiple answers)"
- On the dashboard => visual information that this specific survey is a certification
- Time Limit : The student is informed on the home screen of the survey of the time limit.
The clock start when he clicks on "start survey"
- Template of the certificate : send email with attachment PDF
- Front-end :
- Add some margin
- Replace "Back to survey" with the blue-bar from the portal
- Add a timer (start when the survey starts)
- Add a progress bar (number of section and number of question inside the section)
- Analyse of the results :
- First a global graph with the number of people who''ve participated and passed the test
- Stages of a survey :
- Remove the stage "Permanent"
- 3 stages :
- draft : not on-line but can be tested (with phantom token)
- In progress : on-line
- closed : not on-line
- Who can test a survey : the manager and the user. Add this condition to the phantom token.
Task #1902306
Purpose
=======
survey.question is now also the model used for the survey's pages (with the "is_page" field set to True).
This allows to put all the pages and questions together in a o2m field on the view side and
easily reorganize your survey by dragging the items around.
It also removes one level of encoding by directly having 'Add a page' and 'Add a question'
links on the tree view of questions, enabling a faster encoding.
However, this has the downside of making the code reading a little bit more complicated.
Efforts were made at the model level to create computed fields so that the use of these models
still seems somewhat logical. That means:
- A survey still has "page_ids" (question_and_page_ids filtered on is_page = True)
- These "page_ids" still have question_ids (questions located between this page and the next)
- These "question_ids" still have a "page_id"
That makes the use and display of these information at view and controller levels easier to understand.
Purpose of this merge is to improve access mode and authentication management
introduced at 9771fdfe8f . Purpose of this cleaning is to simplify options and make
them clearer. Instead of a selection with 4 entries we propose to use two
fields on survey model :
* access_mode: everyone with a public link can access and answer; or only
invited people;
* login required: whether people have to login to answer or not;
All main use cases are covered with combination of those two options.
This commit is linked to task ID 1932508 and PR #30508.
In this commit we extend access option on survey model. Access mode is now
defined as
* public: everyone can access this survey. People having a link to the survey
can create answers and fill survey. Those are used for example as
satisfaction surveys;
* login required: only users can access this survey. Depending on auth
signup configuration this either limits survey access or forces people
to create an account;
* employees only: only users belonging to base.group_user can access this
survey. Those are used for example for internal polls;
* on invitation only: only people receiving a token can access this survey.
They do not need to be an user, having a token is sufficient. Those are
used for example for appraisals;
Note that survey officers and managers can always create and update answers
according to their ACLs.
In this commit we also improve a bit survey form view while changing the
access field. Surveys users now have access to all buttons and some labels
have been updated to better fit current Odoo style. Archive button is now
always displayed as it is considered as a standard way of managing surveys.
This commit is linked to task ID 1911586 and PR #28986.
Purpose of this commit is to add some prepared data in survey common test
file. We also add some tool methods in order to easily create new questions,
answers and answer lines. Some specific assert methods are also added to
avoid noise in tests and avoid having to duplicate some check and assertions.
This commit is linked to task ID 1911238 and PR #28831.
Purpose of this commit is to clean a bit survey test files before updating
them and creating new tests. In this commit we add a common file holding
user creation and we use the recently-introduced tool method to create
test users. Survey test class is done child of SavepointCase to use
breakpoints and avoid recreating data at each test.
Future commits will gradually remove unnecessary content for test_survey.py,
rewrite part of it to be easier to understand and add new tests.
This commit is linked to task ID 1911238 and PR #28831.
David Beguin