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Module: crm_lead_firstname

Module: crm_lead_firstname

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name crm_lead_firstname
Version 18.0.0.1
Source Path D:\github_repos\05_samai_business_environment\crm_lead_firstname
Manifest D:\github_repos\05_samai_business_environment\crm_lead_firstname\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\crm_lead_firstname\
Online URL https://sme.ec/documentation/modules/crm-lead-firstname
Status Active
Last Verified 2025-01-26

Quick Summary

crm_lead_firstname is an OCA (Odoo Community Association) module that adds separate first name and last name fields to CRM leads. It integrates with the partner_firstname module to ensure name data flows correctly between leads and contacts when converting leads to opportunities or partners.

Dependencies

Odoo Module Dependencies

  • crm - Odoo CRM module
  • partner_firstname - OCA module for split partner names

Python Libraries Required

  • None additional (uses base Odoo)

For End Users (What Can This Do For Me?)

  • Enter contact first and last names separately on leads
  • Automatic name sync when converting leads to contacts
  • Names pulled from partner when selecting existing contact on lead
  • Cleaner data for personalized communication and mail merge
  • Better data quality for reporting and segmentation

For Developers (Technical Reference)

Component Count Details
Models 1 crm.lead (inherit)
Controllers 0 None
Views 2 Partner form extensions
JS Files 0 None
Security Rules 0 Uses inherited permissions

Key Files:
- models/crm_lead.py - Lead model with firstname/lastname fields and sync logic
- views/crm_lead_view.xml - Partner form modifications for name display

Agent Instructions

When to Use This Knowledge

  • User asks about: CRM lead names, firstname on leads, split names in CRM
  • User wants to: separate first and last name on leads, sync names to partners
  • User mentions: lead firstname, contact_lastname, OCA CRM modules
  • /cto-developer - For customization or bug fixes

Delegate To

  • /cto - For architecture decisions
  • /cto-developer - For implementation changes

Cross-References

  • Parent Module: None (OCA community module)
  • partner_firstname - Required dependency - provides firstname/lastname on res.partner
  • crm - Core CRM module this extends

Known Gotchas (Painfully Learned)

  1. Requires partner_firstname - Won't work without OCA partner_firstname module installed first
  2. Name Field Behavior - contact_name field is repurposed as "First name" - may confuse users expecting full name
  3. Social Media Fields - View XML adds social media fields that may not exist in base Odoo - check for field errors
  4. Partner Sync Direction - Names sync FROM partner TO lead when partner selected, but lead names CREATE partner with firstname/lastname

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py
  • [x] Dependencies list is current
  • [x] Model count matches reality
  • [x] Controller count matches reality
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid
  • [x] Known gotchas are still relevant

Last Verification: 2025-01-26 by CTO Module Docs Agent

Change History

Date Change By
2025-01-26 Initial creation CTO Module Docs Agent
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