[IMP] crm: use partner's phone and email on the lead

When available, use the phone and email on the partner
When creating a partner, use the information already available

Task id: 35420

Closes #18660

addons/crm/models/crm_lead.py

@@ -111,6 +111,7 @@ class Lead(models.Model):
     color = fields.Integer('Color Index', default=0)
     partner_address_name = fields.Char('Partner Contact Name', related='partner_id.name', readonly=True)
     partner_address_email = fields.Char('Partner Contact Email', related='partner_id.email', readonly=True)
+    partner_address_phone = fields.Char('Partner Contact Phone', related='partner_id.phone', readonly=True)
     company_currency = fields.Many2one(string='Currency', related='company_id.currency_id', readonly=True, relation="res.currency")
     user_email = fields.Char('User Email', related='user_id.email', readonly=True)
     user_login = fields.Char('User Login', related='user_id.login', readonly=True)
@@ -1218,7 +1219,7 @@ class Lead(models.Model):
                 emails = email_re.findall(partner_info['full_name'] or '')
                 email = emails and emails[0] or ''
                 if email and self.email_from and email.lower() == self.email_from.lower():
-                    partner_info['full_name'] = '%s <%s>' % (self.partner_name or self.contact_name, email)
+                    partner_info['full_name'] = '%s <%s>' % (self.contact_name or self.partner_name, email)
                     break
         return result
 

addons/crm/models/res_partner.py

@@ -14,6 +14,27 @@ class Partner(models.Model):
     opportunity_count = fields.Integer("Opportunity", compute='_compute_opportunity_count')
     meeting_count = fields.Integer("# Meetings", compute='_compute_meeting_count')
 
+    @api.model
+    def default_get(self, fields):
+        rec = super(Partner, self).default_get(fields)
+        active_model = self.env.context.get('active_model')
+        if active_model == 'crm.lead':
+            lead = self.env[active_model].browse(self.env.context.get('active_id'))
+            rec.update(
+                phone=lead.phone,
+                mobile=lead.mobile,
+                function=lead.function,
+                title=lead.title.id,
+                website=lead.website,
+                street=lead.street,
+                street2=lead.street2,
+                city=lead.city,
+                state_id=lead.state_id.id,
+                country_id=lead.country_id.id,
+                zip=lead.zip,
+            )
+        return rec
+
     @api.multi
     def _compute_opportunity_count(self):
         for partner in self:

addons/crm/views/crm_lead_views.xml

@@ -253,6 +253,13 @@
                                 <field name="partner_id" domain="[('customer', '=', True)]" context="{'search_default_customer': 1}"/>
                                 <field name="email_from" invisible="1"/>
                                 <field name="phone" invisible="1"/>
+                                <field name="partner_name" invisible="1"/>
+                                <field name="street" invisible="1"/>
+                                <field name="street2" invisible="1"/>
+                                <field name="city" invisible="1"/>
+                                <field name="state_id" invisible="1"/>
+                                <field name="zip" invisible="1"/>
+                                <field name="country_id" invisible="1"/>
                                 <field name="company_id" invisible="1"/>
                                 <field name="company_currency" invisible="1"/>
                                 <label for="planned_revenue"/>
@@ -497,8 +504,22 @@
                                         'default_phone': phone, 'default_mobile': mobile,
                                         'default_email': email_from,
                                         'default_user_id': user_id, 'default_team_id': team_id, 'default_website': website}"/>
-                                <field name="email_from" string="Email" widget="email"/>
-                                <field name="phone" widget="phone"/>
+                                <field name="partner_address_email"
+                                       attrs="{'invisible': [('partner_address_email', '==', False)]}"
+                                       widget="email"
+                                       string="Email"/>
+                                <field name="email_from"
+                                       attrs="{'invisible': [('partner_address_email', '!=', False)]}"
+                                       string="Email"
+                                       widget="email"/>
+                                <field name="partner_address_phone"
+                                       attrs="{'invisible': [('partner_address_phone', '==', False)]}"
+                                       readonly="1"
+                                       widget="phone"
+                                       string="Phone"/>
+                                <field name="phone"
+                                       attrs="{'invisible': [('partner_address_phone', '!=', False)]}"
+                                       widget="phone"/>
                             </group>
 
                             <group>
@@ -521,9 +542,9 @@
                         <page string="Internal Notes">
                             <field name="description"/>
                         </page>
-                        <page name="lead" string="Contact Information">
+                        <page name="lead" string="Followup">
                             <group>
-                                <group>
+                                <group string="Initial Contact Information">
                                     <field name="partner_name"/>
                                     <label for="street" string="Address"/>
                                     <div class="o_address_format">
@@ -537,7 +558,7 @@
                                     <field name="website" widget="url" placeholder="e.g. www.odoo.com"/>
                                 </group>
 
-                                <group>
+                                <group class="mt48">
                                     <label for="contact_name"/>
                                     <div class="o_row">
                                         <field name="contact_name"/>

addons/mail/static/src/js/chatter_composer.js

@@ -149,6 +149,8 @@ var ChatterComposer = composer.BasicComposer.extend({
                     res_model: 'res.partner',
                     res_id: partner_id,
                     context: {
+                        active_model: self.model,
+                        active_id: self.context.default_res_id,
                         force_email: true,
                         ref: "compound_context",
                         default_name: parsed_email[0],