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97 changes: 97 additions & 0 deletions crm_lead_partner_interest_group/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

===============================
CRM Lead Partner Interest Group
===============================

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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/19.0/crm_lead_partner_interest_group
:alt: OCA/crm
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:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds the Interest Groups field (provided by
``partner_interest_group``) to CRM leads and opportunities.

When a partner is generated from a lead (using the standard
lead-to-partner conversion or marking the lead as won), the interest
groups stored on the lead are automatically propagated to the new
partner.

**Table of contents**

.. contents::
:local:

Usage
=====

1. Open a lead or opportunity.
2. Fill the *Interest Groups* field with one or more interest groups.
3. Convert the lead to an opportunity (or directly mark it as won) so
that a new partner is created. The interest groups defined on the
lead are copied over to the newly created partner.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_partner_interest_group%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* ForgeFlow

Contributors
------------

- `ForgeFlow <https://www.forgeflow.com>`__:

- Jordi Ballester Alomar

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_partner_interest_group>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions crm_lead_partner_interest_group/__init__.py
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from . import models
21 changes: 21 additions & 0 deletions crm_lead_partner_interest_group/__manifest__.py
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# Copyright 2026 ForgeFlow S.L. (https://www.forgeflow.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "CRM Lead Partner Interest Group",
"summary": "Manage interest groups on CRM leads and propagate them to the "
"partner created from the lead.",
"version": "19.0.1.0.0",
"category": "Customer Relationship Management",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
"license": "AGPL-3",
"depends": [
"crm",
"partner_interest_group",
],
"data": [
"views/crm_lead_views.xml",
],
"installable": True,
}
1 change: 1 addition & 0 deletions crm_lead_partner_interest_group/models/__init__.py
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from . import crm_lead
21 changes: 21 additions & 0 deletions crm_lead_partner_interest_group/models/crm_lead.py
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# Copyright 2026 ForgeFlow S.L. (https://www.forgeflow.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class CrmLead(models.Model):
_inherit = "crm.lead"

interest_group_ids = fields.Many2many(
comodel_name="res.partner.interest.group",
string="Interest Groups",
)

def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False):
values = super()._prepare_customer_values(
partner_name, is_company=is_company, parent_id=parent_id
)
if self.interest_group_ids:
values["interest_group_ids"] = [(6, 0, self.interest_group_ids.ids)]
return values
3 changes: 3 additions & 0 deletions crm_lead_partner_interest_group/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
2 changes: 2 additions & 0 deletions crm_lead_partner_interest_group/readme/CONTRIBUTORS.md
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- [ForgeFlow](https://www.forgeflow.com):
- Jordi Ballester Alomar
6 changes: 6 additions & 0 deletions crm_lead_partner_interest_group/readme/DESCRIPTION.md
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This module adds the Interest Groups field (provided by
`partner_interest_group`) to CRM leads and opportunities.

When a partner is generated from a lead (using the standard lead-to-partner
conversion or marking the lead as won), the interest groups stored on the
lead are automatically propagated to the new partner.
5 changes: 5 additions & 0 deletions crm_lead_partner_interest_group/readme/USAGE.md
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1. Open a lead or opportunity.
2. Fill the *Interest Groups* field with one or more interest groups.
3. Convert the lead to an opportunity (or directly mark it as won) so that
a new partner is created. The interest groups defined on the lead are
copied over to the newly created partner.
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