survey_custom_certificate_template/docs/TEMPLATE_DELETION_GUIDE.md

# Template Deletion Guide

## Quick Reference: Deleting Custom Certificate Templates

### Overview
This guide explains how to delete custom certificate templates from surveys and revert to default template options.

## When to Delete a Template

You might want to delete a custom certificate template when:
- You no longer need custom certificates for a survey
- You want to switch back to Odoo's default certificate templates
- You need to start fresh with a new template design
- The template is outdated or incorrect

## How to Delete a Template

### Step-by-Step Instructions

1. **Navigate to Survey**
   - Go to Surveys app
   - Open the survey with the custom certificate template

2. **Locate Delete Button**
   - Scroll to the "Certification" section
   - Find the "Delete Custom Certificate" button
   - The button appears only when:
     - Certification Report Layout = "Custom Template"
     - A custom template is configured

3. **Delete Template**
   - Click "Delete Custom Certificate" button
   - Confirm deletion in the dialog box
   - Wait for success notification

4. **Verify Deletion**
   - Custom certificate fields are cleared
   - Certification Report Layout is reset
   - You can now select default templates

## What Gets Deleted

When you delete a custom certificate template, the following data is removed:

### Cleared Fields
- ✓ Custom certificate template file (DOCX)
- ✓ Template filename
- ✓ Placeholder mappings (JSON)
- ✓ Custom certificate flag
- ✓ Certification report layout selection

### Preserved Data
- ✓ Survey configuration
- ✓ Survey questions and answers
- ✓ Participant responses
- ✓ Previously generated certificates (as attachments)

## Important Notes

### Confirmation Required
- Deletion requires confirmation
- Action cannot be undone
- Previously generated certificates remain available

### Survey-Specific
- Deleting a template from one survey doesn't affect other surveys
- Each survey maintains its own custom template independently

### Default Reversion
- After deletion, certification_report_layout is reset to "no selection"
- You can then choose from Odoo's default certificate templates
- Or upload a new custom template

## Error Scenarios

### No Template to Delete
**Error:** "No custom certificate template to delete."

**Cause:** Survey doesn't have a custom certificate configured

**Solution:** Verify the survey has a custom template before attempting deletion

### Button Not Visible
**Cause:** One of the following conditions:
- Certification Report Layout is not set to "Custom Template"
- No custom template is configured (has_custom_certificate = False)

**Solution:** Check survey configuration and ensure custom template exists

## After Deletion

### Next Steps
After deleting a custom certificate template, you can:

1. **Use Default Templates**
   - Select from Odoo's built-in certificate templates
   - Configure using standard Odoo options

2. **Upload New Template**
   - Click "Upload Custom Certificate" button
   - Follow the template configuration wizard
   - Configure new placeholder mappings

3. **Disable Certification**
   - Leave certification_report_layout empty
   - Survey will not generate certificates

## Technical Details

### Database Changes
```python
# Fields set to False after deletion
{
    'custom_cert_template': False,
    'custom_cert_template_filename': False,
    'custom_cert_mappings': False,
    'has_custom_certificate': False,
    'certification_report_layout': False,
}
```

### Logging
Deletion actions are logged with:
- Survey ID
- Timestamp
- Action type (deletion)

### Notification
Success notification displays:
- Title: "Template Deleted"
- Message: "Custom certificate template has been deleted successfully."
- Type: Success (green)

## Best Practices

### Before Deletion
1. **Backup Template**: Download the template file if you might need it later
2. **Document Mappings**: Note the placeholder mappings for reference
3. **Check Dependencies**: Verify no active processes depend on the template
4. **Inform Users**: Notify stakeholders about the change

### After Deletion
1. **Verify State**: Confirm all custom certificate fields are cleared
2. **Test Workflow**: Ensure survey still functions correctly
3. **Update Documentation**: Update any documentation referencing the custom template
4. **Monitor**: Check that certificate generation works with new settings

## Troubleshooting

### Problem: Delete button not working
**Solution:**
1. Check browser console for errors
2. Verify user has appropriate permissions
3. Refresh the page and try again
4. Check Odoo logs for error messages

### Problem: Template still appears after deletion
**Solution:**
1. Refresh the browser page
2. Clear browser cache
3. Check database directly to verify deletion
4. Contact system administrator

### Problem: Cannot select default templates after deletion
**Solution:**
1. Verify certification_report_layout field is cleared
2. Check if default templates are available in your Odoo installation
3. Restart Odoo server if necessary

## Support

For additional help:
- Check Odoo logs: `/var/log/odoo/odoo.log`
- Review module documentation
- Contact system administrator
- Refer to Odoo Survey documentation

## Related Documentation

- [Template Update Guide](TEMPLATE_UPDATE_DELETE_GUIDE.md)
- [Custom Certificate Configuration](TASK_13_IMPLEMENTATION.md)
- [Multi-Survey Template Management](TASK_12_1_SUMMARY.md)