openupgrade-drivers team mailing list archive

[Sandy Carter <sandy.carter@xxxxxxxxxxxxxxxxxxxx>]

I need some input on crm claim which is tricky for migration due to the 
concept of stage and states.

I see two ways of migrating them, which one would be the most 
responsible way of doing this?

In 6.1, you have have 5 states:
    ('draft', 'open', 'pending', 'done', 'cancel')
and 4 default stages as well as an unlimited amount of user defined 
stages, which are in crm_case_stage:
    ("Accepted as Claim", "Actions Defined", "Actions Done", "Won't fix")

In 7.0, you have a relation between stages (crm_claim_stage) and states.
The four default ones are:
| Stage       | Status      |
-----------------------------
| New         | New         |
| In Progress | In Progress |
| Settled     | Closed      |
| Rejected    | Cancelled   |


Method 1:

Migrating 6.1 states into 7.0 stages is pretty trivial.
| 6.1 State | 7.0 Stage   |
---------------------------
| draft     | New         |
| open      | In Progress |
| pending | In Progress |
| done      | Settled     |
| cancel    | Rejected    |

The 6.1 stage is deprecated and the stages are removed from the 
crm_case_stage table.
This avoids complicates such as having a stage 'Won't fix' and a state 
'draft' concurrently which is not allowed in 7.0, but is in 6.1.
This is the most straight forward way, the work flow matches in both 
versions. If the user has custom stages, he will have to recreate them 
as stage->states relations.

Method 2:

Migrating 6.1 stages into 7.0 stages.

| 6.1 Stage         | 7.0 Stage   |
-----------------------------------
| Accepted as Claim| New         |
| Actions Defined   | In Progress |
| Actions Done | Settled     |
| Won't fix | Rejected    |

Additional, custom stages from 6.1 will have to be extracted from 
crm_case_stage and moved to crm_claim_stage and assigned with a default 
status (In Progress) because 6.1 does not provide such a relation.

Doing this will require revision from the user, since the work flow will 
no longer match. In my example of a claim with the stage 'Won't fix' and 
the state 'draft', the claim will be marked as rejected when it was 
marked as 'New' in 6.1
Aside from this inconsistency, there should be no lost data, provided 
there is a way to separate claim data from the crm_case_stage table.


Thank you,
--
Sandy Carter
Consultant en logiciel libre
Développeur OpenERP
Savoir-faire Linux Inc.
514-276-5468 poste 142
http://www.savoirfairelinux.com
sandy.carter@xxxxxxxxxxxxxxxxxxxx