Schema: crm_lead_firstname

Technical Truth - Models, API endpoints, and data structures

Module Overview

Models

crm.lead (Inherited)

Purpose: Extends CRM lead with separate first and last name fields for contacts

Key Methods:

Method Details:

_create_lead_partner_data(name, is_company, parent_id=False)

Extends the partner creation data to include split names:
- If not a company and contact_name is set: adds firstname to data, removes name
- If not a company and contact_lastname is set: adds lastname to data, removes name

This ensures the partner_firstname module properly computes the full name from parts.

_onchange_partner_id_values(partner_id)

When a partner is selected on the lead:
- If partner is not a company: copies partner.firstname to contact_name
- If partner is not a company: copies partner.lastname to contact_lastname

View Modifications

res.partner Simple Form (Kanban)

View ID: view_partner_simple_form_firstname
Inherits: base.view_partner_simple_form

Changes:
- Makes name field readonly for persons (not is_company)
- Makes name field required only for companies
- Adds firstname and lastname fields after name header (visible in edit mode for persons)

res.partner Full Form

View ID: view_partner_form_firstname
Inherits: base.view_partner_form

Changes:
- Adds "Social Media" page before Internal Notes with fields:
- facebook_url, linkedin_url, twitter_url, youtube_url
- instagram_url, angellist_url, googleplus_url, github_url
- skype_url, fbpage_url, fbgroup_url
- google_contacts_id, google_contacts_account
- Makes name readonly/required based on is_company
- Adds firstname/lastname fields in header for persons
- Modifies child_ids inline form with same name logic

Controllers / API Endpoints

This module has no controllers or API endpoints.

Data Relationships Diagram

┌─────────────────────────────┐
│        crm.lead             │
│                             │
│  - contact_name (Char)      │──── First name
│  - contact_lastname (Char)  │──── Last name
│  - partner_id (M2O) ────────┼─────┐
└─────────────────────────────┘     │
                                    │
        _create_lead_partner_data() │  _onchange_partner_id_values()
        ──────────────────────────► │ ◄────────────────────────────
                                    ▼
┌─────────────────────────────┐
│       res.partner           │
│   (via partner_firstname)   │
│                             │
│  - firstname (Char)         │
│  - lastname (Char)          │
│  - name (computed)          │
└─────────────────────────────┘

Security Rules

This module does not define its own security rules. Access is controlled by:
- crm module - for crm.lead access
- base module - for res.partner access

Database Tables

Note: contact_name already exists in base crm.lead; this module repurposes it.

Tests

The module includes tests at tests/test_crm_lead.py to verify:
- Name sync behavior on partner selection
- Partner creation from lead with split names

Change History