Files
odoo_source/addons/event_crm/models
Thibault Delavallée c24ccef4fc [IMP] crm: better handle team deletion
PURPOSE

Make crm.team deletion effect explicit on main models (excluding wizards
or reports). Purpose is to ensure deleting a crm team has known side
effets.

SPECIFICATIONS

M2O on crm.team set to CASCADE

  * crm.lead.scoring.frequency: as we remove the team no need to keep the
    PLS data -> change to "cascade";
  * crm.team.member: when removing a team, remove its members as it prevents
    from unlinking the team;

M2O on crm.team set to SET NULL

  * account.move: void team_id field but track it to keep history;
  * crm.lead: void team_id field as it will be taken back into assign
    process (either manual or automatic), and will therefore be managed
    by other sales persons. In case of archived / lost leads setting to
    void has no real issue;
  * crm.stage: void team_id and set stage as shared to avoid loosing stage
    information for existing leads in that stage;
  * res.partner: void team_id taking care of this customer as this field
    is mainly informative anyway;
  * crm.iap.lead.mining.request: void team_id as it only impacts generated
    leads. Those will be created with a void team which is ok;
  * crm.reveal.rule: void team_id as it only impacts generated leads. Those
    will be created with a void team which is ok;
  * event.lead.rule: void lead_sales_team_id as this impact generated leads.
    Those will be created with a void team which is ok;
  * pos.config and pos.oser: void crm_team_id field. It is optional as it is
    not a core field of this model. Pos configurations and orders are still
    valid without team assigned on it;
  * sale.order: void team_id field but track it to keep history;
  * website: void salesteam_id field;

Prevent unlink when having more than 5 SO not canceled. If more than 5 active
SOs in the team, we consider this team to be actively used. 5 is some random
guess based on "user testing", aka more than testing CRM feature and less
than use it in real life use cases.

LINKS

Task ID-2507750
COM PR odoo/odoo#70645
ENT PR odoo/enterprise#18266
2021-06-23 08:36:18 +00:00
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