[14.0] New module crm_lead_to_opportunity_contact

crm_lead_to_opportunity_contact/README.rst

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+Will be auto-generated from the readme subdir

crm_lead_to_opportunity_contact/__init__.py

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+from . import models
+from . import wizards

crm_lead_to_opportunity_contact/__manifest__.py

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+# Copyright 2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <[email protected]>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "CRM Lead to opportunity - Contact",
+    "version": "14.0.1.0.0",
+    "category": "CRM",
+    "license": "AGPL-3",
+    "summary": "Lead to opportunity: option to create a contact on an existing "
+    "customer",
+    "author": "Akretion,Odoo Community Association (OCA)",
+    "maintainers": ["alexis-via"],
+    "website": "https://github.com/OCA/crm",
+    "depends": ["crm"],
+    "data": [
+        "wizards/crm_lead_to_opportunity_view.xml",
+    ],
+    "installable": True,
+}

crm_lead_to_opportunity_contact/models/__init__.py

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+from . import crm_lead

crm_lead_to_opportunity_contact/models/crm_lead.py

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+# Copyright 2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <[email protected]>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import _, models
+from odoo.exceptions import UserError
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    def _create_child_partner(self, parent_partner_id):
+        self.ensure_one()
+        assert parent_partner_id
+        rpo = self.env["res.partner"]
+        contact_name = self.contact_name
+        if not contact_name and self.email_from:
+            contact_name = rpo._parse_partner_name(self.email_from)[0]
+        if not contact_name:
+            raise UserError(
+                _("Contact name is not set on lead '%s'.") % self.display_name
+            )
+        vals = self.with_context(
+            default_user_id=self.user_id.id
+        )._prepare_customer_values(
+            contact_name,
+            is_company=False,
+            parent_id=parent_partner_id,
+        )
+        partner = rpo.create(vals)
+        return partner

crm_lead_to_opportunity_contact/readme/CONTRIBUTORS.rst

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+* Alexis de Lattre <[email protected]>

crm_lead_to_opportunity_contact/readme/DESCRIPTION.rst

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+In the wizard to convert a lead to an opportunity, you have 3 options:
+
+* Create a new customer
+* Link to an existing customer
+* Do not link to a customer
+
+This modules adds a fourth option: **Create a new contact on an existing customer**.
+
+.. figure:: ../static/description/crm_lead_to_opportunity_contact-sshot.png
+   :alt: Screenshot lead to opportunity wizard

crm_lead_to_opportunity_contact/wizards/__init__.py

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+from . import crm_lead_to_opportunity

crm_lead_to_opportunity_contact/wizards/crm_lead_to_opportunity.py

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+# Copyright 2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <[email protected]>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+
+class CrmLead2OpportunityPartner(models.TransientModel):
+    _inherit = "crm.lead2opportunity.partner"
+
+    action = fields.Selection(
+        selection_add=[
+            ("create_child", "Create a new contact on an existing customer")
+        ],
+        ondelete={"create_child": "set null"},
+    )
+    # I don't re-use the native field 'partner_id' because I need a specific domain
+    create_child_partner_id = fields.Many2one(
+        "res.partner", string="Existing Customer", domain=[("parent_id", "=", False)]
+    )
+
+    def _convert_handle_partner(self, lead, action, partner_id):
+        if action == "create_child":
+            if not self.create_child_partner_id:
+                raise UserError(_("You must select an Existing Customer."))
+            partner = lead._create_child_partner(self.create_child_partner_id.id)
+            lead.write({"partner_id": partner.id})
+        else:
+            super()._convert_handle_partner(lead, action, partner_id)

crm_lead_to_opportunity_contact/wizards/crm_lead_to_opportunity_view.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2023 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <[email protected]>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+
+<record id="view_crm_lead2opportunity_partner" model="ir.ui.view">
+    <field name="model">crm.lead2opportunity.partner</field>
+    <field name="inherit_id" ref="crm.view_crm_lead2opportunity_partner" />
+    <field name="arch" type="xml">
+        <field name="partner_id" position="after">
+            <field
+                    name="create_child_partner_id"
+                    widget="res_partner_many2one"
+                    context="{'res_partner_search_mode': 'customer', 'show_vat': True}"
+                    attrs="{'required': [('action', '=', 'create_child')], 'invisible': [('action', '!=', 'create_child')]}"
+                />
+        </field>
+    </field>
+</record>
+
+</odoo>

setup/crm_lead_to_opportunity_contact/odoo/addons/crm_lead_to_opportunity_contact

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+../../../../crm_lead_to_opportunity_contact

setup/crm_lead_to_opportunity_contact/setup.py

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