Make client account currency inference computed

addons/mcs_operating_system/hooks.py

@@ -38,7 +38,6 @@ class OperatingSystemSetup:
             values = {"mcs_is_client_account": True}
             if not partner.mcs_account_status:
                 values["mcs_account_status"] = "active"
-            values.update(self._client_company_currency_values(partner))
             partner.write(values)
 
     def _ensure_active_portfolio(self):
@@ -142,47 +141,10 @@ class OperatingSystemSetup:
                 values["mcs_is_client_account"] = True
             if not partner.mcs_account_status:
                 values["mcs_account_status"] = "active"
-            values.update(self._client_company_currency_values(partner))
             if values:
                 partner.write(values)
         return partner
 
-    def _client_company_currency_values(self, partner):
-        invoice = self.Invoice.search(
-            [
-                ("move_type", "=", "out_invoice"),
-                ("state", "=", "posted"),
-                ("commercial_partner_id", "=", partner.commercial_partner_id.id),
-                ("company_id", "!=", False),
-            ],
-            order="invoice_date desc, id desc",
-            limit=1,
-        )
-        if invoice:
-            return {
-                "mcs_client_company_id": invoice.company_id.id,
-                "mcs_currency_id": invoice.currency_id.id or invoice.company_currency_id.id,
-            }
-        project = self.Project.search(
-            [("partner_id", "=", partner.id), ("company_id", "!=", False)],
-            order="write_date desc, id desc",
-            limit=1,
-        )
-        if project:
-            return {
-                "mcs_client_company_id": project.company_id.id,
-                "mcs_currency_id": project.company_id.currency_id.id,
-            }
-        if partner.currency_id:
-            company = self.env["res.company"].sudo().search(
-                [("currency_id", "=", partner.currency_id.id)], limit=1
-            )
-            values = {"mcs_currency_id": partner.currency_id.id}
-            if company:
-                values["mcs_client_company_id"] = company.id
-            return values
-        return {}
-
     def _ensure_project(self, partner, account_name, workstream, delivery_type):
         is_internal = partner.name == "Internal"
         project_name = "%s - %s" % (partner.name, workstream)

addons/mcs_operating_system/models/crm_lead.py

@@ -107,10 +107,6 @@ class CrmLead(models.Model):
             partner = lead.partner_id
             if partner:
                 values = {"mcs_is_client_account": True}
-                company = lead.company_id or self.env.company
-                if company:
-                    values["mcs_client_company_id"] = company.id
-                    values["mcs_currency_id"] = company.currency_id.id
                 if not partner.mcs_account_owner_id and lead.user_id:
                     values["mcs_account_owner_id"] = lead.user_id.id
                 partner.write(values)

addons/mcs_operating_system/models/res_partner.py

@@ -33,11 +33,13 @@ class ResPartner(models.Model):
     mcs_currency_id = fields.Many2one(
         "res.currency",
         string="MCS Currency",
+        compute="_compute_mcs_account_metrics",
         default=lambda self: self.env.company.currency_id,
     )
     mcs_client_company_id = fields.Many2one(
         "res.company",
         string="MCS Company",
+        compute="_compute_mcs_account_metrics",
         help="Company inferred from this client's invoices or delivery projects.",
     )
     mcs_monthly_revenue = fields.Monetary(
@@ -116,18 +118,13 @@ class ResPartner(models.Model):
             "mcs_is_client_account": "boolean",
             "mcs_account_status": "varchar",
             "mcs_account_health": "varchar",
-            "mcs_currency_id": "integer",
-            "mcs_client_company_id": "integer",
             "mcs_monthly_revenue": "numeric",
             "mcs_contracted_value": "numeric",
             "mcs_monthly_hours": "double precision",
             "mcs_effective_hourly_revenue": "numeric",
             "mcs_total_invoiced": "numeric",
-            "mcs_total_invoiced_display": "varchar",
             "mcs_total_outstanding": "numeric",
-            "mcs_total_outstanding_display": "varchar",
             "mcs_total_overdue": "numeric",
-            "mcs_total_overdue_display": "varchar",
             "mcs_last_invoice_date": "date",
             "mcs_account_owner_id": "integer",
             "mcs_next_account_action": "varchar",

addons/mcs_operating_system/views/res_partner_views.xml

@@ -74,14 +74,9 @@
         <field name="arch" type="xml">
             <search>
                 <field name="display_name"/>
-                <field name="mcs_client_company_id"/>
                 <field name="mcs_account_owner_id"/>
                 <field name="mcs_account_status"/>
-                <filter string="Canada Company" name="mcs_company_canada" domain="[('mcs_client_company_id.name','=','Metatroncube Software Solutions')]"/>
-                <filter string="India LLP" name="mcs_company_india" domain="[('mcs_client_company_id.name','=','Metatroncube Software Solutions LLP')]"/>
                 <group expand="0" string="Group By">
-                    <filter string="MCS Company" name="group_mcs_client_company" context="{'group_by':'mcs_client_company_id'}"/>
-                    <filter string="Currency" name="group_mcs_currency" context="{'group_by':'mcs_currency_id'}"/>
                     <filter string="Health" name="group_mcs_health" context="{'group_by':'mcs_account_health'}"/>
                 </group>
             </search>
@@ -95,6 +90,6 @@
         <field name="view_id" ref="view_partner_tree_mcs_client_account"/>
         <field name="search_view_id" ref="view_partner_search_mcs_client_account"/>
         <field name="domain">[('mcs_is_client_account','=',True)]</field>
-        <field name="context">{'default_mcs_is_client_account': True, 'group_by': 'mcs_client_company_id'}</field>
+        <field name="context">{'default_mcs_is_client_account': True}</field>
     </record>
 </odoo>