[19.0][ADD] crm_lead_create_customer - #763
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JordiBForgeFlow wants to merge 3 commits into
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Standard CRM only builds the customer of a lead through the lead to opportunity wizard, which is reachable from leads alone. An opportunity that never was a lead, such as the ones website_crm creates when the sales team does not use leads, therefore keeps its contact details denormalized and never gets a customer. The standard opportunity form even hides those fields, so the company and contact names a website visitor typed are stored but unreachable. Show the contact and address fields on opportunities without a customer, and add a highlighted Create Customer button to the status bar that opens the standard conversion wizard, reshaped: the convert/merge radio makes no sense on an opportunity, so it is replaced by a checkbox to merge the detected duplicates. Also assign the customer when merging: crm.lead2opportunity.partner only creates it when the merge result still is a lead, so merging from an opportunity would otherwise silently produce no customer at all.
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…y matches Found with crm_lead_partner_by_vat: an opportunity identified only by its TIN was refused, although the customer could be linked.
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Standard CRM only builds the customer of a lead through the lead to opportunity wizard, which is reachable from leads alone. An opportunity that never was a lead, such as the ones website_crm creates when the sales team does not use leads, therefore keeps its contact details denormalized and never gets a customer. The standard opportunity form even hides those fields, so the company and contact names a website visitor typed are stored but unreachable.
Show the contact and address fields on opportunities without a customer, and add a highlighted Create Customer button to the status bar that opens the standard conversion wizard, reshaped: the convert/merge radio makes no sense on an opportunity, so it is replaced by a checkbox to merge the detected duplicates.
Also assign the customer when merging: crm.lead2opportunity.partner only creates it when the merge result still is a lead, so merging from an opportunity would otherwise silently produce no customer at all.