Hi,

The error you’re getting is very common when trying to automatically create a Sales Order from a CRM Lead in Odoo. It basically says that the partner_id (Customer) is not set when creating the sale order, and partner_id is mandatory.

Try the following code,

from odoo import models, api, fields

from odoo.exceptions import UserError

class CrmLead(models.Model):

    _inherit = 'crm.lead'

    def action_create_sale_order(self):

        for lead in self:

            if not lead.partner_id:

                raise UserError("Please set a Customer for this lead before creating a Sales Order.")

            sale_order_vals = {

                'partner_id': lead.partner_id.id,

                'origin': lead.name,

                'order_line': [(0, 0, {

                    'product_id': lead.product_id.id if lead.product_id else False,

                    'product_uom_qty': 1,

                    'price_unit': lead.expected_revenue or 0.0,

                })],

            }

            self.env['sale.order'].create(sale_order_vals)

Trigger the method on stage change

    def write(self, vals):

        res = super(CrmLead, self).write(vals)

        if 'stage_id' in vals:

            for lead in self:

                if lead.stage_id.name.lower() == 'won':

                    lead.action_create_sale_order()

        return res

* Customer must exist: The partner_id field is mandatory for sale.order. If your leads don’t have a customer yet, you need to either:

          - Force the user to select one before moving to “won”, or

          - Automatically create a partner from the lead data.

* Optional products: If the lead doesn’t have a product, you can skip or use a default product.

* Order lines: You can customize the order lines as needed, e.g., subscription, quantity, or price.

Hope it helps

It looks like you're running into a common issue when automating sales order creation from CRM leads: missing required fields. The error message indicates that the partner_id field (Customer) in the sale.order model is not being set when you're trying to create the sales order.

  First, ensure that your lead has a customer (partner_id) associated with it. The automation needs to pull this customer data from the lead.

  Next, in your code, make sure you're explicitly setting the partner_id field when creating the sale.order. For example:
  order_vals = {'partner_id': lead.partner_id.id, 'other_field': lead.other_field}

  Finally, double-check that lead.partner_id is actually populated with a valid customer before attempting to create the sales order. Add a check to ensure lead.partner_id exists.

Resources:
https://blog.pragtech.co.in/pos-whatsapp-integration-how-to-go-beyond-receipts-and-build-customer-relationships/#respond