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[19.0][FIX] srm: default request_type to customer - #761

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[19.0][FIX] srm: default request_type to customer#761
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@Ricardoalso

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request_type was only ever set via a default_request_type context key on crm.crm_lead_action_pipeline's "New" button. Any lead created another way (website form, import, other integrations) got an empty request_type and was silently excluded from the Pipeline view, whose domain requires request_type = 'customer'.

Default the field itself to 'customer'. Context-set defaults still take precedence over field defaults, so the supplier RFQ flows (which set default_request_type='supplier' explicitly) are unaffected.

request_type was only ever set via a default_request_type context
key on crm.crm_lead_action_pipeline's "New" button. Any lead
created another way (website form, import, other integrations)
got an empty request_type and was silently excluded from the
Pipeline view, whose domain requires request_type = 'customer'.

Default the field itself to 'customer'. Context-set defaults
still take precedence over field defaults, so the supplier RFQ
flows (which set default_request_type='supplier' explicitly) are
unaffected.
@apf-c2c

apf-c2c commented Aug 3, 2026

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Functional test on runboat 👍

Test:

  • Contact form on website creates opportunity
  • CRM (not SRM) Lead created as expected

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