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[14.0][MIG] crm #2828

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[14.0][MIG] crm #2828

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6b99285
[MIG] crm
MiquelRForgeFlow Jul 14, 2021
be49b05
[FIX+IMP] crm + sales_team: Finish migration scripts
pedrobaeza Jul 19, 2021
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2 changes: 1 addition & 1 deletion docsource/modules130-140.rst
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Expand Up @@ -106,7 +106,7 @@ Module coverage 13.0 -> 14.0
+--------------------------------------------+-------------------------------------------------+
| |new| coupon | |
+--------------------------------------------+-------------------------------------------------+
|crm | |
|crm | Done |
+--------------------------------------------+-------------------------------------------------+
|crm_iap_lead | |
+--------------------------------------------+-------------------------------------------------+
Expand Down
8 changes: 4 additions & 4 deletions openupgrade_scripts/scripts/crm/14.0.1.2/noupdate_changes.xml
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@@ -1,8 +1,8 @@
<?xml version='1.0' encoding='utf-8'?>
<odoo>
<record id="crm_activity_report_rule_multi_company" model="ir.rule">
<!-- <record id="crm_activity_report_rule_multi_company" model="ir.rule">
<field name="global"/>
</record>
</record> -->
<record id="frequency_field_country_id" model="crm.lead.scoring.frequency.field">
<field name="field_id" ref="crm.field_crm_lead__country_id"/>
</record>
Expand Down Expand Up @@ -39,8 +39,8 @@
<record id="mt_salesteam_lead_won" model="mail.message.subtype">
<field name="parent_id" ref="mt_lead_won"/>
</record>
<record id="sales_team.team_sales_department" model="crm.team" forcecreate="False">
<!-- <record id="sales_team.team_sales_department" model="crm.team" forcecreate="False">
<field name="alias_name">info</field>
<field name="alias_user_id" ref="base.user_admin"/>
</record>
</record> -->
</odoo>
11 changes: 11 additions & 0 deletions openupgrade_scripts/scripts/crm/14.0.1.2/post-migration.py
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# Copyright 2021 ForgeFlow S.L. <https://www.forgeflow.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from openupgradelib import openupgrade


@openupgrade.migrate()
def migrate(env, version):
openupgrade.load_data(env.cr, "crm", "14.0.1.2/noupdate_changes.xml")
openupgrade.delete_records_safely_by_xml_id(
env, [("crm.crm_pls_rebuild_threshold_param")]
)
22 changes: 22 additions & 0 deletions openupgrade_scripts/scripts/crm/14.0.1.2/pre-migration.py
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# Copyright 2021 ForgeFlow S.L. <https://www.forgeflow.com>
# Copyright 2021 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from openupgradelib import openupgrade


@openupgrade.migrate()
def migrate(env, version):
openupgrade.logged_query(
env.cr, "ALTER TABLE crm_lead ADD recurring_revenue_monthly NUMERIC"
)
openupgrade.logged_query(
env.cr, "ALTER TABLE crm_lead ADD recurring_revenue_monthly_prorated NUMERIC"
)
openupgrade.rename_fields(
env,
[
("crm.lead", "crm_lead", "expected_revenue", "prorated_revenue"),
("crm.lead", "crm_lead", "planned_revenue", "expected_revenue"),
],
)
openupgrade.rename_tables(env.cr, [("crm_lead_tag_rel", "crm_tag_rel")])
118 changes: 118 additions & 0 deletions openupgrade_scripts/scripts/crm/14.0.1.2/upgrade_analysis_work.txt
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---Models in module 'crm'---
obsolete model crm.lead.tag (renamed to crm.tag in module sales_team)
obsolete model crm.partner.binding [transient]
new model crm.recurring.plan
# NOTHING TO DO

---Fields in module 'crm'---
crm / crm.lead / probability (float) : now a function
crm / crm.lead / automated_probability (float) : now a function
# NOTHING TO DO: Computed writable field + already stored field

crm / crm.lead / city (char) : now a function
crm / crm.lead / contact_name (char) : now a function
crm / crm.lead / country_id (many2one) : now a function
crm / crm.lead / email_from (char) : now a function
crm / crm.lead / function (char) : now a function
crm / crm.lead / mobile (char) : now a function
crm / crm.lead / name (char) : now a function
crm / crm.lead / partner_name (char) : now a function
crm / crm.lead / phone (char) : now a function
crm / crm.lead / phone_sanitized (char) : NEW isfunction: function, stored
crm / crm.lead / state_id (many2one) : now a function
crm / crm.lead / street (char) : now a function
crm / crm.lead / street2 (char) : now a function
crm / crm.lead / title (many2one) : now a function
crm / crm.lead / website (char) : now a function
crm / crm.lead / zip (char) : now a function
crm / crm.lead / stage_id (many2one) : now a function
crm / crm.lead / team_id (many2one) : now a function
# NOTHING TO DO: Switched to computed writable fields (replacement of onchanges)

crm / crm.lead / date_last_stage_update (datetime): now a function
crm / crm.lead / date_open (datetime) : now a function
# NOTHING TO DO: Already stored fields

crm / crm.lead / recurring_revenue_monthly (float): NEW isfunction: function, stored
crm / crm.lead / recurring_revenue_monthly_prorated (float): NEW isfunction: function, stored
# DONE: pre-migration: pre-create fields for not having any useless computation

crm / crm.lead / phone_mobile_search (char) : NEW
# NOTHING TO DO: it has store=False and it's only for searching purposes

crm / crm.lead / expected_revenue (float) : not a function anymore
crm / crm.lead / planned_revenue (float) : DEL
crm / crm.lead / prorated_revenue (float) : NEW isfunction: function, stored
# DONE: pre-migration: renamed fields in the proper order: expected > prorrated; planned > expected

crm / crm.lead / recurring_plan (many2one) : NEW relation: crm.recurring.plan
crm / crm.lead / recurring_revenue (float) : NEW
# NOTHING TO DO: related to new crm.recurring.plan model

crm / crm.lead / tag_ids (many2many) : relation is now 'crm.tag' ('crm.lead.tag') [nothing to do]
crm / crm.lead / tag_ids (many2many) : table is now 'crm_tag_rel' ('crm_lead_tag_rel')
# DONE: pre-migration: renamed table

crm / crm.lead.tag / __last_update (datetime) : module is now 'sales_team' ('crm')
crm / crm.lead.tag / _order : module is now 'sales_team' ('crm')
crm / crm.lead.tag / color (integer) : module is now 'sales_team' ('crm')
crm / crm.lead.tag / display_name (char) : module is now 'sales_team' ('crm')
crm / crm.lead.tag / name (char) : module is now 'sales_team' ('crm')
# NOTHING TO DO: handled by ORM

crm / crm.recurring.plan / active (boolean) : NEW hasdefault
crm / crm.recurring.plan / name (char) : NEW required
crm / crm.recurring.plan / number_of_months (integer) : NEW required
crm / crm.recurring.plan / sequence (integer) : NEW hasdefault
# NOTHING TO DO: new feature

crm / crm.team / opportunities_amount (integer): type is now 'float' ('integer')
# NOTHING TO DO: It's not stored

---XML records in module 'crm'---
NEW crm.recurring.plan: crm.crm_recurring_plan_monthly (noupdate)
NEW crm.recurring.plan: crm.crm_recurring_plan_over_3_years (noupdate)
NEW crm.recurring.plan: crm.crm_recurring_plan_over_5_years (noupdate)
NEW crm.recurring.plan: crm.crm_recurring_plan_yearly (noupdate)
NEW digest.tip: crm.digest_tip_crm_1
NEW digest.tip: crm.digest_tip_crm_2
NEW digest.tip: crm.digest_tip_crm_3
NEW digest.tip: crm.digest_tip_crm_4
NEW digest.tip: crm.digest_tip_crm_5
NEW ir.actions.act_window: crm.crm_lead_act_window_compose
NEW ir.actions.act_window: crm.crm_lead_action_my_activities
NEW ir.actions.act_window: crm.crm_recurring_plan_action
NEW ir.actions.act_window.view: crm.crm_lead_action_my_activities_view_tree
NEW ir.model.access: crm.access_crm_lead2opportunity_partner
NEW ir.model.access: crm.access_crm_lead2opportunity_partner_mass
NEW ir.model.access: crm.access_crm_lead_lost
NEW ir.model.access: crm.access_crm_merge_opportunity
NEW ir.model.access: crm.crm_recurring_plan_access_manager
NEW ir.model.access: crm.crm_recurring_plan_access_salesman
NEW ir.ui.menu: crm.crm_lead_menu_my_activities
NEW ir.ui.menu: crm.crm_recurring_plan_menu_config
NEW ir.ui.view: crm.crm_lead_view_list_activities
NEW ir.ui.view: crm.crm_recurring_plan_view_search
NEW ir.ui.view: crm.crm_recurring_plan_view_tree
NEW ir.ui.view: crm.qunit_suite
NEW ir.ui.view: crm.view_crm_case_my_activities_filter
NEW res.groups: crm.group_use_recurring_revenues
# NOTHING TO DO: New records

DEL ir.config_parameter: crm.crm_pls_rebuild_threshold_param (noupdate)
# DONE: post-migration: safely deleted xmlid

DEL ir.actions.act_window: crm.crm_team_act_tree
DEL ir.actions.act_window: crm.relate_partner_opportunities
DEL ir.actions.act_window.view: crm.relate_partner_opportunities_kanban
DEL ir.actions.act_window.view: crm.relate_partner_opportunities_tree
DEL ir.ui.view: crm.crm_lead_view_tree_activity
# NOTHING TO DO: Delete records with no correspondence

DEL ir.actions.act_window: crm.crm_lead_tag_action
DEL ir.ui.view: crm.crm_lead_tag_form
DEL ir.ui.view: crm.crm_lead_tag_tree
DEL ir.model.access: crm.access_crm_lead_tag
DEL ir.model.access: crm.access_crm_lead_tag_manager
DEL ir.model.access: crm.access_crm_lead_tag_salesman
# NOTHING TO DO: Renamed in sales_team
12 changes: 12 additions & 0 deletions openupgrade_scripts/scripts/sales_team/14.0.1.0/pre-migration.py
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@@ -1,4 +1,5 @@
# Copyright 2021 ForgeFlow S.L. <https://www.forgeflow.com>
# Copyright 2021 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from openupgradelib import openupgrade

Expand All @@ -21,3 +22,14 @@ def migrate(env, version):
openupgrade.set_xml_ids_noupdate_value(
env, "sales_team", ["crm_rule_all_salesteam", "sale_team_comp_rule"], True
)
openupgrade.rename_xmlids(
env.cr,
[
("crm.crm_lead_tag_action", "sales_team.sales_team_crm_tag_action"),
("crm.crm_lead_tag_form", "sales_team.sales_team_crm_tag_view_form"),
("crm.crm_lead_tag_tree", "sales_team.sales_team_crm_tag_view_tree"),
("crm.access_crm_lead_tag", "sales_team.access_crm_tag"),
("crm.access_crm_lead_tag_manager", "sales_team.access_crm_tag_manager"),
("crm.access_crm_lead_tag_salesman", "sales_team.access_crm_tag_salesman"),
],
)
8 changes: 3 additions & 5 deletions openupgrade_scripts/scripts/sales_team/14.0.1.0/upgrade_analysis_work.txt
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Expand Up @@ -12,15 +12,13 @@ sales_team / crm.lead.tag / name (char) : previo

---XML records in module 'sales_team'---
NEW ir.actions.act_window: sales_team.sales_team_crm_tag_action
NEW ir.ui.view: sales_team.sales_team_crm_tag_view_form
NEW ir.ui.view: sales_team.sales_team_crm_tag_view_tree
NEW ir.model.access: sales_team.access_crm_tag
NEW ir.model.access: sales_team.access_crm_tag_manager
NEW ir.model.access: sales_team.access_crm_tag_salesman
# NOTHING TO DO
# DONE: pre-migration: Renamed from crm module

ir.rule: sales_team.crm_rule_all_salesteam (noupdate) (noupdate switched)
ir.rule: sales_team.sale_team_comp_rule (noupdate) (noupdate switched)
# DONE: pre-migration: switched noupdate

NEW ir.ui.view: sales_team.sales_team_crm_tag_view_form
NEW ir.ui.view: sales_team.sales_team_crm_tag_view_tree
# NOTHING TO DO