OCA/crm

[14.0] crm_lead_firstname: False positive match when convert lead

Doscaal opened this issue · 1 comments

Module

crm_lead_firstname

Describe the bug

When you convert a lead in opportunity, there is a look for a potential existing partner relevant.
By default, odoo look on the email and if we don't have a match it look on these criteria partner_name, contact_name, name of the lead.

This is good point but when we use the module crm_lead_firstname, the contact_name field is used to set the firstname.

The consequence is when we convert the lead, odoo is looking for someone with the same firstname and if there is a match it propose to link it and not to create a new partner.

To Reproduce

Affected versions: 14.0

Steps to reproduce the behavior:

  1. Create partner Paul Taylor
  2. Create a lead with Paul as firstname and Graham as lastname.
  3. Convert your lead as an opportunity. The system will propose Paul Taylor as a partner to link to the opportunity instead of creating a new partner

Expected behavior
IF the complete name match, we propose the contact and if not, we propose to create a new one.

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