[OU-ADD] crm: Migration scripts

Author: eduezerouali-tecnativa

docsource/modules180-190.rst

@@ -112,7 +112,7 @@ Module coverage 18.0 -> 19.0
 +---------------------------------------------------+----------------------+-------------------------------------------------+
 | contacts                                          |Nothing to do         |                                                 |
 +---------------------------------------------------+----------------------+-------------------------------------------------+
-| crm                                               |                      |                                                 |
+| crm                                               |Done                  |                                                 |
 +---------------------------------------------------+----------------------+-------------------------------------------------+
 | crm_iap_enrich                                    |                      |No DB layout changes.                            |
 +---------------------------------------------------+----------------------+-------------------------------------------------+

openupgrade_scripts/scripts/crm/19.0.1.9/post-migration.py

@@ -0,0 +1,67 @@
+# Copyright 2026 Tecnativa - Eduardo Ezerouali
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from openupgradelib import openupgrade
+
+
+def _migrate_lead_mobile(env):
+    # Case 1: phone is empty → fill it with the old mobile value
+    openupgrade.logged_query(
+        env.cr,
+        """
+        UPDATE crm_lead
+        SET phone = mobile
+        WHERE (phone IS NULL OR phone = '')
+          AND (mobile IS NOT NULL AND mobile != '')
+        """,
+    )
+    # Case 2: both phone and mobile exist and differ → concatenate them
+    openupgrade.logged_query(
+        env.cr,
+        """
+        UPDATE crm_lead
+        SET phone = phone || ' / ' || mobile
+        WHERE phone IS NOT NULL AND phone != ''
+          AND mobile IS NOT NULL AND mobile != ''
+          AND btrim(phone) != btrim(mobile)
+        """,
+    )
+
+
+def _load_data_pls_fields_param(env):
+    # New PLS fields added in v19. Merge them into the existing value instead of
+    # overwriting it, so a customized/removed `crm.pls_fields` param is preserved
+    new_fields = {"state_id", "country_id", "source_id", "lang_id", "tag_ids"}
+    param = env["ir.config_parameter"].sudo().get_param("crm.pls_fields")
+    if param:
+        current = set(param.split(","))
+        merged = current | new_fields
+        env["ir.config_parameter"].sudo().set_param(
+            "crm.pls_fields", ",".join(sorted(merged))
+        )
+
+
+def _load_data_stage_colors(env):
+    # Only color the default stages that still exist,
+    # skip any the user deleted in v18.
+    colors = {
+        "stage_lead1": 11,
+        "stage_lead2": 5,
+        "stage_lead3": 8,
+        "stage_lead4": 10,
+    }
+    for xml_id, color in colors.items():
+        record = env.ref(f"crm.{xml_id}", raise_if_not_found=False)
+        if record:
+            record.color = color
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    # Do not load noupdate_changes.xml: every entry is problematic (deleted stages,
+    # customized pls param). the necessary changes are done manually in 
+    # the _load_data_* functions below
+    
+    openupgrade.m2o_to_x2m(env.cr, env["crm.stage"], "crm_stage", "team_ids", "team_id")
+    _load_data_stage_colors(env)
+    _load_data_pls_fields_param(env)
+    _migrate_lead_mobile(env)

openupgrade_scripts/scripts/crm/19.0.1.9/pre-migration.py

@@ -0,0 +1,36 @@
+# Copyright 2026 Tecnativa - Eduardo Ezerouali
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from openupgradelib import openupgrade
+
+
+def _won_status_set(env):
+    # Precreate won_status and set with sql
+    openupgrade.add_columns(
+        env,
+        [
+            ("crm.lead", "won_status", "selection", None, "crm_lead"),
+        ],
+    )
+    openupgrade.logged_query(
+        env.cr,
+        """
+        UPDATE crm_lead cl
+        SET won_status = CASE
+            WHEN cl.probability = 100
+                 AND cs.is_won = TRUE
+                THEN 'won'
+            WHEN cl.active = FALSE
+                 AND cl.probability = 0
+                THEN 'lost'
+            ELSE 'pending'
+        END
+        FROM crm_lead cl2
+        LEFT JOIN crm_stage cs ON cs.id = cl2.stage_id
+        WHERE cl2.id = cl.id
+    """,
+    )
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    _won_status_set(env)

openupgrade_scripts/scripts/crm/19.0.1.9/upgrade_analysis_work.txt

@@ -0,0 +1,37 @@
+---Models in module 'crm'---
+---Fields in module 'crm'---
+crm          / crm.lead                 / commercial_partner_id (many2one): NEW relation: res.partner, hasdefault: compute, stored: False
+# NOTHING TO DO
+
+crm          / crm.lead                 / mobile (char)                 : DEL
+# DONE: pos-migration: if phone is empty and mobile not set phone with mobile and concatenate the mobile in the pone field in case both exist
+ 
+crm          / crm.lead                 / title (many2one)              : DEL relation: res.partner.title
+# NOTHING TO DO
+
+crm          / crm.lead                 / won_status (selection)        : NEW selection_keys: ['lost', 'pending', 'won'], isfunction: function, stored
+# DONE: pre-migration: pre-created column and set it to prevent massive computation
+
+crm          / crm.lead.scoring.frequency.field / color (integer)               : NEW hasdefault: default
+crm          / crm.stage                / color (integer)               : NEW
+# NOTHING TO DO
+
+crm          / crm.stage                / rotting_threshold_days (integer): NEW hasdefault: default
+# NOTHING TO DO: default is set to 0 to keep old behavoir
+
+crm          / crm.stage                / team_id (many2one)            : DEL relation: crm.team
+crm          / crm.stage                / team_ids (many2many)          : NEW relation: crm.team
+# Done: post-migration: Transform m2o to m2m
+
+crm          / crm.team.member          / assignment_domain_preferred (char): NEW
+crm          / res.users                / target_sales_done (integer)   : DEL
+crm          / res.users                / target_sales_won (integer)    : DEL
+# NOTHING TO DO
+
+---XML records in module 'crm'---
+NEW ir.actions.act_window: crm.mail_followers_edit_action_from_lead
+NEW ir.model.constraint: crm.constraint_crm_lead_create_date_team_id_idx
+NEW ir.model.constraint: crm.constraint_crm_lead_default_order_idx
+NEW ir.model.constraint: crm.constraint_crm_lead_user_id_team_id_type_index
+DEL ir.ui.view: crm.crm_lead_partner_kanban_view
+# NOTHING TO DO