[OU-ADD] mail: migrate discuss, tracking and livechat to 20.0

openupgrade_scripts/scripts/bus/20.0.1.0/upgrade_analysis.txt

@@ -0,0 +1,4 @@
+---Models in module 'bus'---
+---Fields in module 'bus'---
+---XML records in module 'bus'---
+DEL ir.model.access: bus.access_bus_bus

openupgrade_scripts/scripts/bus/20.0.1.0/upgrade_analysis_work.txt

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+---Models in module 'bus'---
+---Fields in module 'bus'---
+---XML records in module 'bus'---
+DEL ir.model.access: bus.access_bus_bus
+
+# NOTHING TO DO. bus 20.0 has no model or column changes. The deleted ir.model.access
+# row is the ir.model.access to ir.access merge done in base (OCA OpenUpgrade PR #6068);
+# bus no longer ships a security CSV. im_status was checked and is not a bus field.
+# res.users.im_status and mail.guest.im_status changed from a non-stored Char to a
+# non-stored Selection, so there is no column to convert. Stored presence remains
+# mail.presence.status with the same keys online, away and offline. manual_im_status is
+# unchanged. The old partner value bot was a non-stored compute on res.partner and that
+# field was removed.

openupgrade_scripts/scripts/hr_livechat/20.0.1.0/upgrade_analysis.txt

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+---Models in module 'hr_livechat'---
+---Fields in module 'hr_livechat'---
+---XML records in module 'hr_livechat'---
+DEL ir.ui.view: hr_livechat.discuss_channel_looking_for_help_view_search

openupgrade_scripts/scripts/hr_livechat/20.0.1.0/upgrade_analysis_work.txt

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+---Models in module 'hr_livechat'---
+---Fields in module 'hr_livechat'---
+---XML records in module 'hr_livechat'---
+DEL ir.ui.view: hr_livechat.discuss_channel_looking_for_help_view_search
+
+# NOTHING TO DO: the only change is removal of a search view for the deleted
+# looking-for-help action. No table or column changes.

openupgrade_scripts/scripts/im_livechat/20.0.1.0/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_chatbot_script_source(env):
+    """Preserve chatbot.script source_id for the crm_livechat migration.
+
+    Copied from adekock11/OpenUpgrade#2 (cursor/crm-190-200-91bd). im_livechat
+    is updated before crm_livechat and drops source_id (the model no longer
+    inherits utm.source.mixin). crm_livechat post-migration reads
+    ``ou_crm_livechat_chatbot_source`` to set crm.lead.utm_reference.
+    """
+    cr = env.cr
+    cr.execute("SELECT state FROM ir_module_module WHERE name = %s", ("crm_livechat",))
+    row = cr.fetchone()
+    if not row or row[0] not in ("installed", "to upgrade", "to install"):
+        return
+    if not openupgrade.column_exists(cr, "chatbot_script", "source_id"):
+        return
+    openupgrade.logged_query(
+        cr,
+        """
+        CREATE TABLE IF NOT EXISTS ou_crm_livechat_chatbot_source (
+            chatbot_script_id integer PRIMARY KEY,
+            source_id integer NOT NULL
+        )
+        """,
+    )
+    openupgrade.logged_query(
+        cr,
+        """
+        INSERT INTO ou_crm_livechat_chatbot_source (chatbot_script_id, source_id)
+        SELECT id, source_id
+        FROM chatbot_script
+        WHERE source_id IS NOT NULL
+        ON CONFLICT (chatbot_script_id) DO NOTHING
+        """,
+    )
+    _logger.info(
+        "Saved %s chatbot.script source links for crm_livechat.",
+        cr.rowcount,
+    )
+
+
+def _migrate_livechat_ratings(cr):
+    """Ratings moved off ``rating.mixin`` onto ``discuss.channel.livechat_rating``.
+
+    19.0 stored the last rating as a float (1, 3 or 5) in ``rating_last_value``.
+    20.0 stores the same scale as a selection. ``im_livechat.channel.member.history``
+    no longer points at ``rating.rating``; its stored ``rating`` is recomputed
+    from ``livechat_rating`` when the module initializes. ``rating.rating``
+    rows themselves are left in place.
+    """
+    if not openupgrade.column_exists(cr, "discuss_channel", "rating_last_value"):
+        return
+    if not openupgrade.column_exists(cr, "discuss_channel", "livechat_rating"):
+        openupgrade.logged_query(
+            cr,
+            "ALTER TABLE discuss_channel ADD COLUMN livechat_rating varchar",
+        )
+    openupgrade.logged_query(
+        cr,
+        """
+        UPDATE discuss_channel
+           SET livechat_rating = CASE round(rating_last_value)
+                    WHEN 1 THEN '1'
+                    WHEN 3 THEN '3'
+                    WHEN 5 THEN '5'
+               END
+         WHERE channel_type = 'livechat'
+           AND rating_last_value IS NOT NULL
+           AND round(rating_last_value) IN (1, 3, 5)
+           AND livechat_rating IS NULL
+        """,
+    )
+
+
+def _map_waiting_status(cr):
+    """The ``waiting`` livechat status ("Waiting for customer") was removed.
+
+    An open session becomes ``in_progress``. A closed session must have an
+    empty status (``livechat_end_dt`` / ``livechat_status`` check).
+    """
+    if not openupgrade.column_exists(cr, "discuss_channel", "livechat_status"):
+        return
+    openupgrade.logged_query(
+        cr,
+        """
+        UPDATE discuss_channel
+           SET livechat_status = CASE
+                    WHEN livechat_end_dt IS NOT NULL THEN NULL
+                    ELSE 'in_progress'
+               END
+         WHERE livechat_status = 'waiting'
+        """,
+    )
+
+
+def _prepare_looking_for_help_date(cr):
+    """The new check requires a timestamp exactly when status is ``need_help``.
+
+    Fill it before the constraint is added. The stored compute overwrites the
+    value with "now" during init, which is the same information 19.0 kept
+    (the field did not exist, so the original request time is unknown).
+    """
+    if not openupgrade.column_exists(cr, "discuss_channel", "livechat_status"):
+        return
+    if not openupgrade.column_exists(
+        cr, "discuss_channel", "livechat_looking_for_help_since_dt"
+    ):
+        openupgrade.logged_query(
+            cr,
+            """
+            ALTER TABLE discuss_channel
+                ADD COLUMN livechat_looking_for_help_since_dt timestamp
+            """,
+        )
+    openupgrade.logged_query(
+        cr,
+        """
+        UPDATE discuss_channel
+           SET livechat_looking_for_help_since_dt = (now() AT TIME ZONE 'UTC')
+         WHERE livechat_status = 'need_help'
+           AND livechat_looking_for_help_since_dt IS NULL
+        """,
+    )
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    # Must run before the column is dropped, and before the rating/status
+    # updates. Same SQL as OpenUpgrade PR #2.
+    _preserve_chatbot_script_source(env)
+    _migrate_livechat_ratings(env.cr)
+    _map_waiting_status(env.cr)
+    _prepare_looking_for_help_date(env.cr)

openupgrade_scripts/scripts/im_livechat/20.0.1.0/upgrade_analysis.txt

@@ -0,0 +1,82 @@
+---Models in module 'im_livechat'---
+obsolete model im_livechat.conversation.tag
+---Fields in module 'im_livechat'---
+im_livechat  / chatbot.script           / source_id (many2one)          : DEL relation: utm.source, required
+im_livechat  / discuss.channel          / livechat_conversation_tag_ids (many2many): DEL relation: im_livechat.conversation.tag
+im_livechat  / discuss.channel          / livechat_looking_for_help_since_dt (datetime): NEW isfunction: function, stored
+im_livechat  / discuss.channel          / livechat_operator_id (many2one): DEL relation: res.partner
+im_livechat  / discuss.channel          / livechat_rating (selection)   : NEW selection_keys: ['1', '3', '5']
+im_livechat  / discuss.channel          / livechat_status (selection)   : selection_keys removed: [waiting]
+im_livechat  / discuss.channel          / rating_last_text (selection)  : DEL selection_keys: function
+im_livechat  / discuss.channel          / rating_last_value (float)     : DEL
+im_livechat  / im_livechat.channel      / rating_ids (one2many)         : DEL relation: rating.rating
+im_livechat  / im_livechat.channel      / rating_percentage_satisfaction (integer): type is now 'float' ('integer')
+im_livechat  / im_livechat.channel.member.history / rating (float)                : is now stored
+im_livechat  / im_livechat.channel.member.history / rating (float)                : not related anymore
+im_livechat  / im_livechat.channel.member.history / rating (float)                : now a function
+im_livechat  / im_livechat.channel.member.history / rating (float)                : selection_keys is now '['1', '3', '5']' ('False')
+im_livechat  / im_livechat.channel.member.history / rating (float)                : type is now 'selection' ('float')
+im_livechat  / im_livechat.channel.member.history / rating_id (many2one)          : DEL relation: rating.rating
+im_livechat  / im_livechat.conversation.tag / color (integer)               : DEL
+im_livechat  / im_livechat.conversation.tag / conversation_ids (many2many)  : DEL relation: discuss.channel
+im_livechat  / im_livechat.conversation.tag / name (char)                   : DEL required
+im_livechat  / im_livechat.expertise    / color (integer)               : NEW
+im_livechat  / mail.message             / chatbot_message_ids (one2many): NEW relation: chatbot.message
+---XML records in module 'im_livechat'---
+NEW ir.access: im_livechat.access_chatbot_message_user
+NEW ir.access: im_livechat.access_chatbot_script_answer_user
+NEW ir.access: im_livechat.access_chatbot_script_step_user
+NEW ir.access: im_livechat.access_chatbot_script_user
+NEW ir.access: im_livechat.access_im_livechat_channel_member_history_user
+NEW ir.access: im_livechat.access_livechat_channel_manager
+NEW ir.access: im_livechat.access_livechat_channel_rule_manager
+NEW ir.access: im_livechat.access_livechat_channel_rule_user
+NEW ir.access: im_livechat.access_livechat_channel_user
+NEW ir.access: im_livechat.access_livechat_expertise_internal_user
+NEW ir.access: im_livechat.access_livechat_expertise_livechat_manager
+NEW ir.access: im_livechat.access_livechat_support_report_channel
+NEW ir.access: im_livechat.ir_rule_discuss_call_history_im_livechat_group_user
+NEW ir.access: im_livechat.ir_rule_discuss_channel_im_livechat_group_user
+NEW ir.access: im_livechat.ir_rule_discuss_channel_member_im_livechat_group_user
+NEW ir.actions.act_window: im_livechat.im_livechat_channel_config_action
+DEL ir.actions.act_window: im_livechat.discuss_channel_looking_for_help_action
+DEL ir.actions.act_window: im_livechat.livechat_conversation_tag_action
+NEW ir.actions.act_window.view: im_livechat.im_livechat_channel_config_action_kanban
+NEW ir.actions.act_window.view: im_livechat.im_livechat_channel_config_action_list
+DEL ir.actions.act_window.view: im_livechat.discuss_channel_looking_for_help_action_form
+DEL ir.actions.act_window.view: im_livechat.discuss_channel_looking_for_help_action_kanban
+DEL ir.actions.act_window.view: im_livechat.discuss_channel_looking_for_help_action_list
+DEL ir.model.access: im_livechat.access_chatbot_message_user
+DEL ir.model.access: im_livechat.access_chatbot_script_answer
+DEL ir.model.access: im_livechat.access_chatbot_script_answer_user
+DEL ir.model.access: im_livechat.access_chatbot_script_step_user
+DEL ir.model.access: im_livechat.access_chatbot_script_user
+DEL ir.model.access: im_livechat.access_im_livechat_channel_member_history_user
+DEL ir.model.access: im_livechat.access_livechat_channel_manager
+DEL ir.model.access: im_livechat.access_livechat_channel_rule_manager
+DEL ir.model.access: im_livechat.access_livechat_channel_rule_user
+DEL ir.model.access: im_livechat.access_livechat_channel_user
+DEL ir.model.access: im_livechat.access_livechat_conversation_tag_livechat_manager
+DEL ir.model.access: im_livechat.access_livechat_conversation_tag_livechat_user
+DEL ir.model.access: im_livechat.access_livechat_expertise_internal_user
+DEL ir.model.access: im_livechat.access_livechat_expertise_livechat_manager
+DEL ir.model.access: im_livechat.access_livechat_support_report_channel
+NEW ir.model.constraint: im_livechat.constraint_discuss_channel_livechat_looking_for_help_since_dt_constraint
+NEW ir.model.constraint: im_livechat.constraint_discuss_channel_livechat_rating_constraint
+DEL ir.model.constraint: im_livechat.constraint_discuss_channel_livechat_operator_id
+DEL ir.model.constraint: im_livechat.constraint_im_livechat_conversation_tag_name_unique
+DEL ir.rule: im_livechat.ir_rule_discuss_call_history_im_livechat_group_user (noupdate)
+DEL ir.rule: im_livechat.ir_rule_discuss_channel_im_livechat_group_user (noupdate)
+DEL ir.rule: im_livechat.ir_rule_discuss_channel_member_im_livechat_group_user (noupdate)
+NEW ir.ui.menu: im_livechat.livechat_channels_config
+DEL ir.ui.menu: im_livechat.menu_livechat_all_conversations
+DEL ir.ui.menu: im_livechat.menu_livechat_conversation_tag
+DEL ir.ui.menu: im_livechat.menu_livechat_looking_for_help
+NEW ir.ui.view: im_livechat.im_livechat_channel_config_view_kanban
+NEW ir.ui.view: im_livechat.im_livechat_channel_view_list
+DEL ir.ui.view: im_livechat.discuss_channel_looking_for_help_view_kanban
+DEL ir.ui.view: im_livechat.discuss_channel_looking_for_help_view_list
+DEL ir.ui.view: im_livechat.discuss_channel_looking_for_help_view_search
+DEL ir.ui.view: im_livechat.im_livechat_channel_conversation_tag_view_form
+DEL ir.ui.view: im_livechat.im_livechat_channel_conversation_tag_view_list
+NEW utm.source: im_livechat.utm_source_chatbot