[ADD] Migration of sale_crm

addons/crm/migrations/9.0.1.0/openupgrade_analysis_work.txt

@@ -46,7 +46,7 @@ crm          / crm.lead                 / priority (selection)          : select
 crm          / crm.lead                 / ref (reference)               : DEL 
 crm          / crm.lead                 / ref2 (reference)              : DEL 
 
-# Nothing to do
+# Migrated to sale order's opportunity field in sale_crm where applicable
 
 crm          / crm.lead                 / section_id (many2one)         : relation is now 'crm.team' ('crm.case.section')
 crm          / crm.lead                 / section_id (many2one)         : was renamed to team_id [nothing to to]

addons/crm/migrations/9.0.1.0/pre-migration.py

@@ -19,6 +19,8 @@
     ],
     'crm_lead': [
         ('section_id', 'team_id'),
+        ('ref', None),
+        ('ref2', None),
     ],
     'section_stage_rel': [
         ('section_id', 'team_id'),

addons/sale_crm/migrations/9.0.1.0/openupgrade_analysis_work.txt

@@ -0,0 +1,22 @@
+---Fields in module 'sale_crm'---
+sale_crm     / crm.lead                 / order_ids (one2many)          : NEW relation: sale.order
+sale_crm     / sale.order               / opportunity_id (many2one)     : NEW relation: crm.lead
+# Done: migrate sale orders referenced in crm lead model
+sale_crm     / sale.order               / categ_ids (many2many)         : DEL relation: crm.case.categ
+sale_crm     / sale.order               / tag_ids (many2many)           : NEW relation: crm.lead.tag
+# Done: renamed reference table and column name
+sale_crm     / sale.order               / campaign_id (many2one)        : relation is now 'utm.campaign' ('crm.tracking.campaign')
+sale_crm     / sale.order               / medium_id (many2one)          : relation is now 'utm.medium' ('crm.tracking.medium')
+sale_crm     / sale.order               / source_id (many2one)          : relation is now 'utm.source' ('crm.tracking.source')
+# Done: select link ids from tables migrated in crm module
+sale_crm     / res.users                / target_sales_invoiced (integer): NEW 
+# Nothing to do: new field with no logic associated to it, just for reference purposes.
+---XML records in module 'sale_crm'---
+NEW ir.actions.act_window: crm.crm_lead_opportunities
+NEW ir.actions.act_window: sale_crm.sale_action_quotations
+NEW ir.actions.act_window: sale_crm.sale_action_quotations_new
+DEL ir.actions.act_window: crm.crm_case_category_act_oppor11
+DEL ir.actions.act_window: sale_crm.action_crm_make_sale
+NEW ir.ui.view: sale_crm.crm_team_salesteams_view_kanban
+NEW ir.ui.view: sale_crm.res_partner_address_type
+DEL ir.ui.view: sale_crm.view_crm_make_sale

addons/sale_crm/migrations/9.0.1.0/post-migrate.py

@@ -0,0 +1,38 @@
+# coding: utf-8
+# © 2016 Opener B.V. - Stefan Rijnhart
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+from openupgradelib import openupgrade
+from psycopg2.extensions import AsIs
+
+
+def get_sale_order_opportunity_id(env):
+    """ Fetch sale order references from the obsolete reference
+    fields from the crm module """
+    env.cr.execute(
+        """UPDATE sale_order so
+        SET opportunity_id = cl.id
+        FROM crm_lead cl
+        WHERE cl.%s = 'sale.order,'||so.id
+            OR cl.%s = 'sale.order,'||so.id""",
+        (AsIs(openupgrade.get_legacy_name('ref')),
+         AsIs(openupgrade.get_legacy_name('ref2'))))
+
+
+def get_sale_order_link_id(env, link):
+    openupgrade.logged_query(
+        env.cr, """\
+        UPDATE sale_order so
+        SET %(link)s_id = uc.id
+        FROM utm_%(link)s uc
+        WHERE so.%(legacy)s IS NOT NULL
+            AND so.%(legacy)s = uc.crm_tracking_%(link)s_id""", {
+            'link': AsIs(link),
+            'legacy': AsIs(openupgrade.get_legacy_name('%s_id' % link)),
+        })
+
+
+@openupgrade.migrate(use_env=True)
+def migrate(env, version):
+    get_sale_order_opportunity_id(env)
+    for link in 'campaign', 'medium', 'source':
+        get_sale_order_link_id(env, link)

addons/sale_crm/migrations/9.0.1.0/pre-migrate.py

@@ -0,0 +1,17 @@
+# coding: utf-8
+# © 2016 Opener B.V. - Stefan Rijnhart
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(cr, version):
+    openupgrade.rename_tables(
+        cr, [('sale_order_category_rel', 'sale_order_tag_rel')])
+    openupgrade.rename_columns(cr, {
+        'sale_order_tag_rel': [('category_id', 'tag_id')],
+        'sale_order': [
+            ('campaign_id', None),
+            ('medium_id', None),
+            ('source_id', None),
+        ]})

openerp/openupgrade/doc/source/modules80-90.rst

@@ -394,7 +394,7 @@ Status :
 +-----------------------------------+-----------------------------------+
 |sale                               | Done                              |
 +-----------------------------------+-----------------------------------+
-|sale_crm                           |                                   |
+|sale_crm                           | Done                              |
 +-----------------------------------+-----------------------------------+
 |sale_expense                       |                                   |
 +-----------------------------------+-----------------------------------+