[19.0][ADD] crm_lead_partner_by_vat: match the lead's customer by VAT

crm_lead_partner_by_vat/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=======================
+CRM Lead Partner by VAT
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:6962ff5b931be23525d7dc8d35808a3ba465415ab2025074e561ae37677eea5a
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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_partner_by_vat
+    :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_partner_by_vat
+    :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 a lead is matched to a partner, Odoo looks the partner up by email.
+This module makes it look up a **company by VAT (TIN)** first, and only
+falls back to the native email lookup when the lead has no VAT or no
+company carries it.
+
+It builds on ``crm_lead_vat``, which adds the VAT field to leads.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+1. Go to *CRM > Leads* and open a lead that has a TIN set.
+2. Press *Convert to Opportunity*.
+3. If a company has that TIN, it is proposed in the *Customer* field.
+   Otherwise the customer is looked up by email, as Odoo does natively.
+
+The proposal can always be changed: the *Customer* field stays editable
+and any partner can be picked from it.
+
+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_partner_by_vat%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
+-------
+
+* ForgeFlow
+
+Contributors
+------------
+
+- Marc Gimeno <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-MarcGForgeFlow| image:: https://github.com/MarcGForgeFlow.png?size=40px
+    :target: https://github.com/MarcGForgeFlow
+    :alt: MarcGForgeFlow
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-MarcGForgeFlow| 
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_partner_by_vat>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_lead_partner_by_vat/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import models

crm_lead_partner_by_vat/__manifest__.py

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+# Copyright 2026 ForgeFlow S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "CRM Lead Partner by VAT",
+    "summary": "Match the lead's partner by VAT (TIN) instead of email",
+    "version": "19.0.1.0.0",
+    "category": "Customer Relationship Management",
+    "website": "https://github.com/OCA/crm",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "maintainers": ["MarcGForgeFlow"],
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["crm_lead_vat"],
+}

crm_lead_partner_by_vat/models/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import crm_lead

crm_lead_partner_by_vat/models/crm_lead.py

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+# Copyright 2026 ForgeFlow S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from odoo import models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    def _vat_search_variants(self, vat):
+        """Return the VAT spellings to look for.
+
+        ``res.partner.vat`` is free text: neither ``base`` nor ``base_vat``
+        normalizes it on write, so it is stored exactly as it was typed. The
+        value as typed is therefore searched alongside the normalized one, and
+        the case is never altered, so that a partner whose VAT was stored
+        verbatim is found too.
+        """
+        # Sometimes the VAT is typed with whitespaces or dots.
+        return (vat.replace(" ", "").replace(".", ""), vat)
+
+    def _find_company_by_vat(self):
+        """Return the company matching the lead's VAT (TIN), if any.
+
+        Exact matches are used on purpose (not ``=ilike``): the VAT is free
+        text, so wildcard characters must be compared literally, and equality
+        hits the index on ``res.partner.vat``.
+        """
+        self.ensure_one()
+        if not self.vat:
+            return self.env["res.partner"]
+        return self.env["res.partner"].search(
+            [
+                ("is_company", "=", True),
+                ("vat", "in", self._vat_search_variants(self.vat)),
+            ],
+            limit=1,
+            order="id",
+        )
+
+    def _find_matching_partner(self):
+        """Prefer the company matched by the lead's VAT, falling back to the
+        native email lookup when the lead has no VAT or no company carries it.
+        """
+        self.ensure_one()
+        return self._find_company_by_vat() or super()._find_matching_partner()

crm_lead_partner_by_vat/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_lead_partner_by_vat/readme/CONTRIBUTORS.md

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+- Marc Gimeno \<<marc.gimeno@forgeflow.com>\>

crm_lead_partner_by_vat/readme/DESCRIPTION.md

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+When a lead is matched to a partner, Odoo looks the partner up by email. This
+module makes it look up a **company by VAT (TIN)** first, and only falls back
+to the native email lookup when the lead has no VAT or no company carries it.
+
+It builds on `crm_lead_vat`, which adds the VAT field to leads.

crm_lead_partner_by_vat/readme/USAGE.md

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+1.  Go to *CRM \> Leads* and open a lead that has a TIN set.
+2.  Press *Convert to Opportunity*.
+3.  If a company has that TIN, it is proposed in the *Customer* field.
+    Otherwise the customer is looked up by email, as Odoo does natively.
+
+The proposal can always be changed: the *Customer* field stays editable and
+any partner can be picked from it.