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[ADD] survey_sign_oca: survey and sign_oca connector
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‎.eslintrc.yml‎

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# See https://github.com/OCA/odoo-community.org/issues/37#issuecomment-470686449
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parserOptions:
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ecmaVersion: 2019
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ecmaVersion: 2021
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overrides:
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- files:

‎setup/survey_sign_oca/odoo/addons/survey_sign_oca‎

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../../../../survey_sign_oca

‎setup/survey_sign_oca/setup.py‎

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import setuptools
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setuptools.setup(
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setup_requires=['setuptools-odoo'],
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odoo_addon=True,
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)

‎survey_sign_oca/README.rst‎

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===============
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Survey Sign Oca
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===============
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c6ec61a6c8661f9097946736d2cd67efc929e1531803516fa6d82728aab2c98a
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github
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:target: https://github.com/OCA/sign/tree/16.0/survey_sign_oca
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:alt: OCA/sign
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sign-16-0/sign-16-0-survey_sign_oca
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sign&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to make survey signature requests manually or
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automatically.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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1. Go to Sign > Settings > Roles and create a new one with the following
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data if not there:
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- For the survey participant
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- Partner type: Expression
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- Expression: {{object.partner_id.id}}
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- For the survey responsible if you want
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- Partner type: Expression
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- Expression: {{object.survey_id.user_id.partner_id.id}}
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2. Go to Sign > Settings > Fields and create a new one with the
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following data if not there:
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- Field Type: text
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- Default Value: survey
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3. Go to Sign > Templates and create a template with the following data:
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- Model: Survey User Input
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- In some of the elements you will have to set the previously created
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role[s].
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4. Go to Settings > Survey Sign OCA:
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5. Defines the template previously created (optional, only for automatic
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creation of signature requests).
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Usage
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=====
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A smart-button will be displayed on the participations form view of the
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linked sign requests.
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Manual Sign Request creation process:
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::
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- Go to Surveys \> Participations and change to list view.
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- Select the records that you want.
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- Click on the "Sign from template" action.
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- Select a template.
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- Click on Generate.
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- Sign Requests will have been generated (and sent) for the selected items.
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Automatic Sign Request creation process:
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::
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- When an partner takes a survey, a sign request will be created automatically.
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For generated sign requests scoping survey, input values are populated
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automatically with the survey answered values.
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Signers can still update the input values if they want.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/sign/issues/new?body=module:%20survey_sign_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Kencove
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Contributors
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------------
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- `Kencove <https://kencove.com>`__
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- Mohamed Alkobrosli
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-Kencove| image:: https://github.com/Kencove.png?size=40px
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:target: https://github.com/Kencove
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:alt: Kencove
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-Kencove|
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This module is part of the `OCA/sign <https://github.com/OCA/sign/tree/16.0/survey_sign_oca>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎survey_sign_oca/__init__.py‎

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from . import models

‎survey_sign_oca/__manifest__.py‎

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# Copyright 2025 Kencove - Mohamed Alkobrosli
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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{
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"name": "Survey Sign Oca",
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"version": "16.0.1.0.0",
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"category": "Surveys",
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"website": "https://github.com/OCA/sign",
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"author": "Kencove, Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"depends": ["sign_oca", "survey"],
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"data": [
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"views/survey_user_views.xml",
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"views/res_config_settings_view.xml",
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"views/sign_oca_request_views.xml",
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"data/sign_oca_role.xml",
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],
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"assets": {
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"web.assets_backend": [
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"survey_sign_oca/static/src/text.esm.js",
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],
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"web.assets_frontend": [
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"survey_sign_oca/static/src/text.esm.js",
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],
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},
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"installable": True,
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"maintainers": ["Kencove"],
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}

‎survey_sign_oca/data/sign_oca_role.xml‎

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<odoo>
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<record id="sign_field_survey" model="sign.oca.field">
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<field name="name">Survey</field>
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<field name="field_type">text</field>
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<field name="default_value">survey</field>
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</record>
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<record id="role_survey_user_input" model="sign.oca.role">
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<field name="name">Survey Participant</field>
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<field name="partner_selection_policy">expression</field>
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<field name="expression_partner">{{object.partner_id.id}}</field>
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</record>
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<record id="role_survey_responsible_input" model="sign.oca.role">
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<field name="name">Survey Responsible</field>
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<field name="partner_selection_policy">expression</field>
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<field
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name="expression_partner"
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>{{object.survey_id.user_id.partner_id.id}}</field>
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</record>
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</odoo>

‎survey_sign_oca/models/__init__.py‎

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from . import survey_invite
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from . import res_company
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from . import res_config_settings
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from . import sign_oca_request

‎survey_sign_oca/models/res_company.py‎

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# Copyright 2025 Kencove - Mohamed Alkobrosli
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from odoo import fields, models
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class ResCompany(models.Model):
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_inherit = "res.company"
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survey_user_input_sign_oca_template_id = fields.Many2one(
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comodel_name="sign.oca.template",
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domain="[('model_id.model', '=', 'survey.user_input')]",
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string="Sign Oca Template",
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)

‎survey_sign_oca/models/res_config_settings.py‎

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# Copyright 2025 Kencove - Mohamed Alkobrosli
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from odoo import fields, models
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class ResConfigSettings(models.TransientModel):
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_inherit = "res.config.settings"
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survey_user_input_sign_oca_template_id = fields.Many2one(
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comodel_name="sign.oca.template",
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related="company_id.survey_user_input_sign_oca_template_id",
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string="Sign Oca Template",
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readonly=False,
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)

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