[MIG] crm: Migration to 17.0

docsource/modules160-170.rst

@@ -102,7 +102,7 @@ Module coverage 16.0 -> 17.0
 +---------------------------------------------------+----------------------+-------------------------------------------------+
 | contacts                                          |                      |                                                 |
 +---------------------------------------------------+----------------------+-------------------------------------------------+
-| crm                                               |                      |                                                 |
+| crm                                               | Done                 |                                                 |
 +---------------------------------------------------+----------------------+-------------------------------------------------+
 | crm_iap_enrich                                    |                      |No DB layout changes.                            |
 +---------------------------------------------------+----------------------+-------------------------------------------------+

openupgrade_scripts/scripts/crm/17.0.1.8/pre-migration.py

@@ -0,0 +1,13 @@
+# Copyright 2024 Tecnativa - Pedro M. Baeza
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from openupgradelib import openupgrade
+
+_field_renames = [
+    ("crm.lead", "crm_lead", "date_action_last", "date_automation_last"),
+]
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    openupgrade.rename_fields(env, _field_renames)

openupgrade_scripts/scripts/crm/17.0.1.8/upgrade_analysis_work.txt

@@ -0,0 +1,32 @@
+---Models in module 'crm'---
+---Fields in module 'crm'---
+crm          / crm.lead                 / activity_user_id (many2one)   : not related anymore
+crm          / crm.lead                 / activity_user_id (many2one)   : now a function
+# NOTHING TO DO:
+
+crm          / crm.lead                 / date_action_last (datetime)   : DEL
+crm          / crm.lead                 / date_automation_last (datetime): NEW
+# DONE: pre-migration
+
+crm          / crm.lead                 / email_domain_criterion (char) : NEW isfunction: function, stored
+crm          / crm.lead                 / message_main_attachment_id (many2one): DEL relation: ir.attachment
+crm          / crm.lead                 / rating_ids (one2many)         : NEW relation: rating.rating
+crm          / crm.lead                 / recurring_revenue_prorated (float): NEW isfunction: function, stored
+# NOTHING TO DO:
+
+---XML records in module 'crm'---
+NEW ir.actions.act_window: crm.mail_activity_plan_action_lead
+DEL ir.actions.server: crm.action_mark_as_lost
+NEW ir.model.access: crm.access_crm_activity_report_salesman
+NEW ir.model.access: crm.access_mail_activity_plan_sale_manager
+NEW ir.model.access: crm.access_mail_activity_plan_template_sale_manager
+# NOTHING TO DO:
+
+NEW ir.rule: crm.mail_plan_rule_group_sale_manager_lead (noupdate)
+NEW ir.rule: crm.mail_plan_templates_rule_group_sale_manager_lead (noupdate)
+# NOTHING TO DO: Handled by ORM
+
+NEW ir.ui.menu: crm.mail_activity_plan_menu_config_lead
+NEW ir.ui.view: crm.crm_lead_view_tree_opportunity_reporting
+NEW ir.ui.view: crm.res_partner_view_form_simple_form
+# NOTHING TO DO: