[OU-ADD] crm: migrate CRM and close modules from 19.0 to 20.0

openupgrade_scripts/scripts/crm/20.0.1.9/post-migration.py

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+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from openupgradelib import openupgrade
+
+# Data files that defined these records were removed from the manifest, so
+# module loading does not delete them until the very end of the upgrade.
+# Drop them before view validation: the wizard view targets a transient
+# model that no longer exists, and the server actions call removed methods.
+_DELETED_XMLIDS = [
+    "crm.action_crm_lead2opportunity_partner",
+    "crm.action_opportunity_forecast",
+    "crm.action_your_pipeline",
+    "crm.view_crm_lead2opportunity_partner",
+    "crm.crm_lead_all_leads_view_calendar",
+]
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    openupgrade.delete_records_safely_by_xml_id(env, _DELETED_XMLIDS)

openupgrade_scripts/scripts/crm/20.0.1.9/pre-migration.py

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+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+import logging
+
+from openupgradelib import openupgrade
+
+_logger = logging.getLogger(__name__)
+
+
+def _preserve_email_cc(env):
+    """Keep crm.lead email_cc, which mail.thread.cc used to store.
+
+    The mixin is gone in 20.0 (odoo/odoo@3c26c0553754) and nothing else
+    holds those addresses. Append them to the lead description, then drop
+    the column so it is not an invisible leftover.
+    """
+    if not openupgrade.column_exists(env.cr, "crm_lead", "email_cc"):
+        return
+    openupgrade.logged_query(
+        env.cr,
+        """
+        UPDATE crm_lead
+        SET description = CONCAT(
+            COALESCE(description, ''),
+            CASE
+                WHEN COALESCE(description, '') = '' THEN ''
+                ELSE '<br/>'
+            END,
+            '<p>Email cc preserved from previous version: ',
+            replace(
+                replace(replace(btrim(email_cc), '&', '&amp;'), '<', '&lt;'),
+                '>',
+                '&gt;'
+            ),
+            '</p>'
+        )
+        WHERE COALESCE(btrim(email_cc), '') <> ''
+        """,
+    )
+    _logger.info(
+        "Preserved email_cc on %s crm.lead rows into description.",
+        env.cr.rowcount,
+    )
+    openupgrade.logged_query(env.cr, "ALTER TABLE crm_lead DROP COLUMN email_cc")
+
+
+def _fill_duration_tracking(env):
+    """Fill stored duration_tracking before the ORM recomputes it.
+
+    v19 rebuilt a non-stored ``{stage_id: seconds}`` map from
+    mail.tracking.value on every read. v20 stores
+    ``{"s", "d", "<stage_id>": minutes}`` and the compute only rolls that
+    dict forward (odoo/odoo@d5e8a68f4b). Recomputing NULL keeps the current
+    stage and drops history. Completed visits are stored as minutes; the
+    open visit stays in ``d`` (date_last_stage_update), which is what the
+    web client adds on top of the stored map.
+    """
+    if not openupgrade.column_exists(env.cr, "crm_lead", "duration_tracking"):
+        openupgrade.logged_query(
+            env.cr,
+            "ALTER TABLE crm_lead ADD COLUMN duration_tracking jsonb",
+        )
+    openupgrade.logged_query(
+        env.cr,
+        """
+        WITH stage_field AS (
+            SELECT id
+            FROM ir_model_fields
+            WHERE model = 'crm.lead' AND name = 'stage_id'
+            ORDER BY id
+            LIMIT 1
+        ),
+        changes AS (
+            SELECT
+                m.res_id,
+                v.id AS tracking_id,
+                v.create_date AS change_date,
+                COALESCE(v.old_value_integer, 0) AS old_stage_id
+            FROM mail_tracking_value v
+            JOIN mail_message m ON m.id = v.mail_message_id
+            WHERE v.field_id = (SELECT id FROM stage_field)
+                AND m.model = 'crm.lead'
+                AND m.res_id IS NOT NULL
+        ),
+        ordered_changes AS (
+            SELECT
+                changes.res_id,
+                changes.old_stage_id,
+                changes.change_date,
+                LAG(changes.change_date) OVER (
+                    PARTITION BY changes.res_id
+                    ORDER BY changes.tracking_id
+                ) AS prev_change_date
+            FROM changes
+        ),
+        intervals AS (
+            SELECT
+                ordered_changes.res_id,
+                ordered_changes.old_stage_id AS stage_id,
+                GREATEST(
+                    0,
+                    FLOOR(
+                        EXTRACT(
+                            EPOCH FROM (
+                                ordered_changes.change_date - COALESCE(
+                                    ordered_changes.prev_change_date,
+                                    crm_lead.create_date,
+                                    ordered_changes.change_date
+                                )
+                            )
+                        ) / 60
+                    )
+                )::int AS minutes
+            FROM ordered_changes
+            JOIN crm_lead ON crm_lead.id = ordered_changes.res_id
+        ),
+        spent AS (
+            SELECT res_id, jsonb_object_agg(stage_id::text, minutes) AS payload
+            FROM (
+                SELECT res_id, stage_id, SUM(minutes)::int AS minutes
+                FROM intervals
+                GROUP BY res_id, stage_id
+                HAVING SUM(minutes) > 0
+            ) grouped
+            GROUP BY res_id
+        )
+        UPDATE crm_lead
+        SET duration_tracking =
+            COALESCE(spent.payload, '{}'::jsonb)
+            || jsonb_build_object(
+                's', COALESCE(crm_lead.stage_id, 0),
+                'd', to_char(
+                    COALESCE(
+                        crm_lead.date_last_stage_update,
+                        crm_lead.create_date,
+                        timezone('UTC', now())
+                    ),
+                    'YYYY-MM-DD HH24:MI:SS'
+                )
+            )
+        FROM (
+            SELECT id
+            FROM crm_lead
+            WHERE duration_tracking IS NULL
+        ) todo
+        LEFT JOIN spent ON spent.res_id = todo.id
+        WHERE crm_lead.id = todo.id
+        """,
+    )
+
+
+def _migrate_assignment_optout(env):
+    """Map team-member opt-out onto assignment_max = 0.
+
+    v20 drops assignment_optout. ``assignment_rules`` is a non-stored
+    compute: max >= 30000 is unlimited, max == 0 is opt-out, anything else
+    is limited (odoo/odoo@553fbd1afa). Existing caps stay as "limited".
+    """
+    if not openupgrade.column_exists(env.cr, "crm_team_member", "assignment_optout"):
+        return
+    openupgrade.logged_query(
+        env.cr,
+        """
+        UPDATE crm_team_member
+        SET assignment_max = 0
+        WHERE assignment_optout
+        """,
+    )
+    _logger.info(
+        "Opted %s crm.team.member rows out of assignment (assignment_max=0).",
+        env.cr.rowcount,
+    )
+    openupgrade.logged_query(
+        env.cr,
+        "ALTER TABLE crm_team_member DROP COLUMN assignment_optout",
+    )
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    _preserve_email_cc(env)
+    _fill_duration_tracking(env)
+    _migrate_assignment_optout(env)

openupgrade_scripts/scripts/crm/20.0.1.9/upgrade_analysis.txt

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+---Models in module 'crm'---
+obsolete model crm.lead2opportunity.partner [transient]
+---Fields in module 'crm'---
+crm          / crm.lead                 / commercial_partner_id (many2one): DEL relation: res.partner, stored: False
+crm          / crm.lead                 / duration_tracking (json)      : is now stored
+crm          / crm.lead                 / email_cc (char)               : DEL
+crm          / crm.lead                 / utm_reference (reference)     : NEW
+crm          / crm.lead                 / website_message_ids (one2many): DEL relation: mail.message
+crm          / crm.stage                / color (integer)               : DEL
+crm          / crm.team.member          / assignment_optout (boolean)   : DEL
+crm          / crm.team.member          / assignment_rules (selection)  : NEW selection_keys: ['limited', 'opt-out', 'unlimited'], hasdefault: compute, stored: False
+---XML records in module 'crm'---
+NEW ir.access: crm.access_calendar_event_type_sale_manager
+NEW ir.access: crm.access_calendar_event_type_sale_user
+NEW ir.access: crm.access_crm_lead2opportunity_partner_mass
+NEW ir.access: crm.access_crm_lead_lost
+NEW ir.access: crm.access_crm_lead_scoring_frequency
+NEW ir.access: crm.access_crm_lead_scoring_frequency_field
+NEW ir.access: crm.access_crm_lead_scoring_frequency_field_system
+NEW ir.access: crm.access_crm_lead_scoring_frequency_system
+NEW ir.access: crm.access_crm_lost_reason_manager
+NEW ir.access: crm.access_crm_lost_reason_user
+NEW ir.access: crm.access_crm_merge_opportunity
+NEW ir.access: crm.access_crm_stage
+NEW ir.access: crm.access_crm_stage_manager
+NEW ir.access: crm.access_mail_activity_plan_sale_manager
+NEW ir.access: crm.access_mail_activity_plan_template_sale_manager
+NEW ir.access: crm.access_mail_activity_type_sale_manager
+NEW ir.access: crm.access_res_partner
+NEW ir.access: crm.access_res_partner_category
+NEW ir.access: crm.calendar_event_rule_employee
+NEW ir.access: crm.calendar_event_rule_employee_1
+NEW ir.access: crm.crm_activity_report_rule_all_activities
+NEW ir.access: crm.crm_activity_report_rule_multi_company
+NEW ir.access: crm.crm_activity_report_rule_personal_activities
+NEW ir.access: crm.crm_lead_company_rule
+NEW ir.access: crm.crm_lead_pls_update_access_system
+NEW ir.access: crm.crm_recurring_plan_access_manager
+NEW ir.access: crm.crm_recurring_plan_access_salesman
+NEW ir.access: crm.crm_rule_all_lead
+NEW ir.access: crm.crm_rule_all_lead_1
+NEW ir.access: crm.crm_rule_personal_lead
+NEW ir.access: crm.mail_plan_rule_group_sale_manager_lead
+NEW ir.access: crm.mail_plan_templates_rule_group_sale_manager_lead
+NEW ir.access: crm.res_partner_rule_edit_all
+NEW ir.access: crm.res_partner_rule_user
+DEL ir.actions.act_window: crm.action_crm_lead2opportunity_partner
+DEL ir.actions.act_window.view: crm.crm_lead_all_leads_view_calendar
+DEL ir.actions.server: crm.action_opportunity_forecast
+DEL ir.actions.server: crm.action_your_pipeline
+DEL ir.model.access: crm.access_calendar_event
+DEL ir.model.access: crm.access_calendar_event_manager
+DEL ir.model.access: crm.access_calendar_event_type_sale_manager
+DEL ir.model.access: crm.access_calendar_event_type_sale_salesman
+DEL ir.model.access: crm.access_calendar_event_type_sale_user
+DEL ir.model.access: crm.access_crm_activity_report_salesman
+DEL ir.model.access: crm.access_crm_activity_report_user
+DEL ir.model.access: crm.access_crm_lead
+DEL ir.model.access: crm.access_crm_lead2opportunity_partner
+DEL ir.model.access: crm.access_crm_lead2opportunity_partner_mass
+DEL ir.model.access: crm.access_crm_lead_lost
+DEL ir.model.access: crm.access_crm_lead_manager
+DEL ir.model.access: crm.access_crm_lead_scoring_frequency
+DEL ir.model.access: crm.access_crm_lead_scoring_frequency_field
+DEL ir.model.access: crm.access_crm_lead_scoring_frequency_field_system
+DEL ir.model.access: crm.access_crm_lead_scoring_frequency_system
+DEL ir.model.access: crm.access_crm_lost_reason_manager
+DEL ir.model.access: crm.access_crm_lost_reason_salesman
+DEL ir.model.access: crm.access_crm_lost_reason_user
+DEL ir.model.access: crm.access_crm_merge_opportunity
+DEL ir.model.access: crm.access_crm_stage
+DEL ir.model.access: crm.access_crm_stage_manager
+DEL ir.model.access: crm.access_mail_activity_plan_sale_manager
+DEL ir.model.access: crm.access_mail_activity_plan_template_sale_manager
+DEL ir.model.access: crm.access_mail_activity_type_sale_manager
+DEL ir.model.access: crm.access_res_partner
+DEL ir.model.access: crm.access_res_partner_category
+DEL ir.model.access: crm.access_res_partner_category_manager
+DEL ir.model.access: crm.access_res_partner_manager
+DEL ir.model.access: crm.crm_lead_pls_update_access_system
+DEL ir.model.access: crm.crm_recurring_plan_access_manager
+DEL ir.model.access: crm.crm_recurring_plan_access_salesman
+DEL ir.rule: crm.crm_activity_report_rule_all_activities (noupdate)
+DEL ir.rule: crm.crm_activity_report_rule_multi_company (noupdate)
+DEL ir.rule: crm.crm_activity_report_rule_personal_activities (noupdate)
+DEL ir.rule: crm.crm_lead_company_rule (noupdate)
+DEL ir.rule: crm.crm_rule_all_lead (noupdate)
+DEL ir.rule: crm.crm_rule_personal_lead (noupdate)
+DEL ir.rule: crm.mail_plan_rule_group_sale_manager_lead (noupdate)
+DEL ir.rule: crm.mail_plan_templates_rule_group_sale_manager_lead (noupdate)
+NEW ir.ui.view: crm.crm_lead_creation_message
+NEW ir.ui.view: crm.crm_lead_view_list_simplified
+NEW ir.ui.view: crm.crm_module_access_request_template
+DEL ir.ui.view: crm.view_crm_lead2opportunity_partner