Files
odoo_source/addons/crm
Pierre-Yves Dufays 31811ba89f [IMP] base, crm, mail: prefill partner creation form with current record data
Selecting a recipient for which there exists no partner trigger a partner form
dialog creation. For some model (ex.: crm.lead), some default values can be
prefilled from the current record. This is what we do here by calling a generic
mechanism that allows each model to define default value for related partner.

Note that we don't provide a more detailed form to the user because some will
otherwise feel obligated to fill it out entirely.

Technical note: As there is no need for a custom form per model from which the
data are extracted to populate the related partner, the simplified partner form
(view_partner_simple_form) is just augmented with additional invisible field by
modules that add fields to partner and need to populate them automatically from
values of another model.

Technical note: In TestCRMLead.test_message_recipient_partner_auto_creation, we
test that the _message_get_suggested_recipients returns the correct default
values to copy some fields from the lead to the partner to avoid the user to
reenter them. But we don't test specifically that it also work when using mail
composer and template (which generate the partner) because it has already been
tested when introducing the mechanism. Although, we verify that it should
behave the same because we verify that the default values returned by
_get_customer_information, that is used in mail template when using the
composer, are the same as the ones returned by _message_get_suggested_recipients
which is tested here.

Task-3024050

Part-of: odoo/odoo#105111
2023-02-23 14:53:56 +01:00
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