[19.0][MIG] crm_lead_to_opportunity_contact

crm_lead_to_opportunity_contact/README.rst

@@ -0,0 +1,119 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=================================
+CRM Lead to opportunity - Contact
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4ed7fe64c973da857fdc999167004b63b97c43d00c2e48e4561aa75a4f73bc0e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/19.0/crm_lead_to_opportunity_contact
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_lead_to_opportunity_contact
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+When converting a lead to an opportunity, the native wizard can already
+attach the lead's contact to an existing company: pick **Create a new
+customer** and fill the **Company** field.
+
+That field is only editable when the lead carries **no company name**,
+though. As soon as the lead has one — which is the usual case for leads
+coming from a website form or an import — the native wizard leaves no
+way to do it:
+
+- **Create a new customer** creates a *second* company out of the lead's
+  company name, even when that company already exists;
+- **Link to an existing customer** links the company, and the lead's
+  contact is never created.
+
+This module fills that gap. It adds a sub-question under **Link to an
+existing customer**, shown when the lead has a contact name and the
+selected customer is a company, to decide what to do with that contact:
+
+- **Create a new contact** on the existing company
+- **Link to an existing contact** of that company
+- **Do not add a contact** (keep the native behaviour: link the company,
+  and leave the lead's contact aside)
+
+If a contact of the company already matches the lead's email, it is
+pre-selected, so that no duplicate is created. When the lead has no
+contact name, or the selected customer is a person, the native behaviour
+is kept.
+
+|Screenshot lead to opportunity wizard|
+
+.. |Screenshot lead to opportunity wizard| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_opportunity_contact/static/description/crm_lead_to_opportunity_contact-sshot.png
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_opportunity_contact%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Akretion
+
+Contributors
+------------
+
+- Alexis de Lattre <alexis.delattre@akretion.com>
+- Marc Gimeno Morales <marc.gimeno@forgeflow.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
+    :target: https://github.com/alexis-via
+    :alt: alexis-via
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-alexis-via| 
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_to_opportunity_contact>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_lead_to_opportunity_contact/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizards

crm_lead_to_opportunity_contact/__manifest__.py

@@ -0,0 +1,20 @@
+# Copyright 2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# Copyright 2026 ForgeFlow S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "CRM Lead to opportunity - Contact",
+    "version": "19.0.1.0.0",
+    "category": "CRM",
+    "license": "AGPL-3",
+    "summary": "Lead to opportunity: create or link 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

@@ -0,0 +1 @@
+from . import crm_lead

crm_lead_to_opportunity_contact/models/crm_lead.py

@@ -0,0 +1,41 @@
+# Copyright 2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# Copyright 2026 ForgeFlow S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    def _find_contact_in_company(self, company):
+        """Return a contact of ``company`` matching the lead's email, if any.
+
+        Matching is done by email, which is the key Odoo itself uses to look up
+        partners, and the oldest one wins for the very same reason: it is
+        considered the most relevant.
+
+        As in ``MailThread._partner_find_from_emails()``, the normalized email
+        is the key, unless it is wrong and cannot be normalized, in which case
+        the raw input is compared instead. That keeps this lookup consistent
+        with the one filling the customer, which goes through that tool.
+        """
+        self.ensure_one()
+        email = self.email_normalized or self.email_from
+        if not company or not email:
+            return self.env["res.partner"]
+        email_domain = (
+            [("email_normalized", "=", email)]
+            if self.email_normalized
+            else [("email", "=", email)]
+        )
+        return self.env["res.partner"].search(
+            [
+                ("parent_id", "=", company.id),
+                ("is_company", "=", False),
+            ]
+            + email_domain,
+            limit=1,
+            order="id",
+        )

crm_lead_to_opportunity_contact/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_lead_to_opportunity_contact/readme/CONTRIBUTORS.md

@@ -0,0 +1,2 @@
+- Alexis de Lattre \<alexis.delattre@akretion.com\>
+- Marc Gimeno Morales \<marc.gimeno@forgeflow.com\>

crm_lead_to_opportunity_contact/readme/DESCRIPTION.md

@@ -0,0 +1,28 @@
+When converting a lead to an opportunity, the native wizard can already attach
+the lead's contact to an existing company: pick **Create a new customer** and
+fill the **Company** field.
+
+That field is only editable when the lead carries **no company name**, though.
+As soon as the lead has one — which is the usual case for leads coming from a
+website form or an import — the native wizard leaves no way to do it:
+
+- **Create a new customer** creates a *second* company out of the lead's company
+  name, even when that company already exists;
+- **Link to an existing customer** links the company, and the lead's contact is
+  never created.
+
+This module fills that gap. It adds a sub-question under **Link to an existing
+customer**, shown when the lead has a contact name and the selected customer is
+a company, to decide what to do with that contact:
+
+- **Create a new contact** on the existing company
+- **Link to an existing contact** of that company
+- **Do not add a contact** (keep the native behaviour: link the company, and
+  leave the lead's contact aside)
+
+If a contact of the company already matches the lead's email, it is
+pre-selected, so that no duplicate is created. When the lead has no contact
+name, or the selected customer is a person, the native behaviour is kept.
+
+![Screenshot lead to opportunity
+wizard](../static/description/crm_lead_to_opportunity_contact-sshot.png)