Merge pull request #3502 from ForgeFlow/v15_mig_crm

[15.0][MIG] crm: migration script

docsource/modules140-150.rst

@@ -106,7 +106,7 @@ Module coverage 14.0 -> 15.0
 +-------------------------------------------------+----------------------+-------------------------------------------------+
 | coupon                                          |                      |                                                 |
 +-------------------------------------------------+----------------------+-------------------------------------------------+
-| crm                                             |                      |                                                 |
+| crm                                             | Done                 |                                                 |
 +-------------------------------------------------+----------------------+-------------------------------------------------+
 | |new| crm_iap_enrich                            |                      |Renamed from crm_iap_lead_enrich.                |
 +-------------------------------------------------+----------------------+-------------------------------------------------+

openupgrade_scripts/scripts/crm/15.0.1.6/post-migration.py

@@ -0,0 +1,17 @@
+from openupgradelib import openupgrade
+
+
+def try_delete_noupdate_records(env):
+    openupgrade.delete_records_safely_by_xml_id(
+        env,
+        [
+            "crm.mail_alias_lead_info",
+            "crm.email_template_opportunity_mail",
+        ],
+    )
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    openupgrade.load_data(env.cr, "crm", "15.0.1.6/noupdate_changes.xml")
+    try_delete_noupdate_records(env)

openupgrade_scripts/scripts/crm/15.0.1.6/pre-migration.py

@@ -0,0 +1,14 @@
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    openupgrade.convert_field_to_html(env.cr, "crm_lead", "description", "description")
+    openupgrade.logged_query(
+        env.cr,
+        """
+        ALTER TABLE crm_team_member
+        ADD COLUMN assignment_max INTEGER DEFAULT 30;
+        ALTER TABLE crm_team_member ALTER COLUMN assignment_max DROP DEFAULT;
+        """,
+    )

openupgrade_scripts/scripts/crm/15.0.1.6/upgrade_analysis_work.txt

@@ -0,0 +1,70 @@
+---Models in module 'crm'---
+new model crm.lead.pls.update [transient]
+# NOTHING TO DO
+
+---Fields in module 'crm'---
+crm          / crm.lead                 / calendar_event_ids (one2many) : NEW relation: calendar.event
+crm          / crm.lead                 / company_currency (many2one)   : not related anymore
+crm          / crm.lead                 / company_currency (many2one)   : now a function
+crm          / crm.lead                 / company_id (many2one)         : now a function
+# NOTHING TO DO: Handle by ORM
+
+crm          / crm.lead                 / description (text)            : type is now 'html' ('text')
+# DONE: pre-migration: convert text to html
+
+crm          / crm.team                 / assignment_domain (char)      : NEW
+crm          / crm.team                 / assignment_optout (boolean)   : NEW
+crm          / crm.team.member          / assignment_domain (char)      : NEW
+# NOTHING TO DO: new feature
+
+crm          / crm.team.member          / assignment_max (integer)      : NEW hasdefault
+# DONE: pre-migration: create and set default value for column 'assignment_max' is 30
+
+crm          / crm.team.member          / assignment_optout (boolean)   : NEW
+crm          / res.partner              / meeting_count (integer)       : module is now 'calendar' ('crm')
+crm          / res.partner              / meeting_ids (many2many)       : module is now 'calendar' ('crm')
+crm          / res.users                / meeting_count (integer)       : module is now 'calendar' ('crm')
+crm          / res.users                / meeting_ids (many2many)       : module is now 'calendar' ('crm')
+# NOTHING TO DO: Handle by ORM
+
+---XML records in module 'crm'---
+NEW crm.lead.scoring.frequency.field: crm.frequency_field_tag_ids (noupdate)
+NEW ir.actions.act_window: crm.action_lead_mail_compose
+NEW ir.actions.act_window: crm.crm_lead_action_forecast
+NEW ir.actions.act_window: crm.crm_lead_action_open_lead_form
+NEW ir.actions.act_window: crm.crm_lead_pls_update_action
+DEL ir.actions.act_window: crm.crm_lead_act_window_compose
+NEW ir.actions.act_window.view: crm.action_report_crm_lead_salesteam_view_graph
+NEW ir.actions.act_window.view: crm.action_report_crm_lead_salesteam_view_pivot
+NEW ir.actions.act_window.view: crm.action_report_crm_lead_salesteam_view_tree
+NEW ir.actions.act_window.view: crm.crm_lead_action_forecast_view_graph
+NEW ir.actions.act_window.view: crm.crm_lead_action_forecast_view_kanban
+NEW ir.actions.act_window.view: crm.crm_lead_action_forecast_view_pivot
+NEW ir.actions.act_window.view: crm.crm_lead_action_forecast_view_tree
+NEW ir.actions.server: crm.action_opportunity_forecast
+NEW ir.cron: crm.ir_cron_crm_lead_assign (noupdate)
+NEW ir.model.access: crm.crm_lead_pls_update_access_system
+DEL ir.model.access: crm.access_crm_lead_partner_manager
+NEW ir.ui.menu: crm.crm_menu_forecast
+NEW ir.ui.menu: crm.crm_team_member_config
+NEW ir.ui.view: crm.crm_action_helper
+NEW ir.ui.view: crm.crm_lead_pls_update_view_form
+NEW ir.ui.view: crm.crm_lead_view_graph_forecast
+NEW ir.ui.view: crm.crm_lead_view_kanban_forecast
+NEW ir.ui.view: crm.crm_lead_view_pivot_forecast
+NEW ir.ui.view: crm.crm_lead_view_search_forecast
+NEW ir.ui.view: crm.crm_lead_view_tree_forecast
+NEW ir.ui.view: crm.crm_team_member_view_form
+NEW ir.ui.view: crm.crm_team_member_view_kanban
+NEW ir.ui.view: crm.crm_team_member_view_tree
+NEW ir.ui.view: crm.crm_team_view_kanban_dashboard
+NEW ir.ui.view: crm.crm_team_view_tree
+DEL ir.ui.view: crm.assets_backend
+DEL ir.ui.view: crm.assets_tests
+DEL ir.ui.view: crm.crm_team_salesteams_view_kanban
+DEL ir.ui.view: crm.qunit_suite
+# NOTHING TO DO
+
+DEL mail.alias: crm.mail_alias_lead_info (noupdate)
+DEL mail.template: crm.email_template_opportunity_mail (noupdate)
+# DONE: post-migration: safely deleted xmlids