Assign operating workstreams to company context

addons/mcs_operating_system/hooks.py

@@ -14,6 +14,7 @@ class OperatingSystemSetup:
         self.env = env
         self.Partner = env["res.partner"].sudo()
         self.Project = env["project.project"].sudo()
+        self.Invoice = env["account.move"].sudo()
 
     def run(self):
         self._promote_existing_customers()
@@ -23,7 +24,7 @@ class OperatingSystemSetup:
         self._ensure_followup_cron_active()
 
     def _promote_existing_customers(self):
-        invoice_partners = self.env["account.move"].sudo().search(
+        invoice_partners = self.Invoice.search(
             [
                 ("move_type", "=", "out_invoice"),
                 ("state", "=", "posted"),
@@ -166,10 +167,12 @@ class OperatingSystemSetup:
                 limit=1,
             )
         if not project:
+            company = self._project_company(partner, is_internal)
             project = self.Project.create(
                 {
                     "name": project_name,
                     "partner_id": partner.id if not is_internal else False,
+                    "company_id": company.id if company else False,
                     "allow_timesheets": True,
                     "allow_milestones": True,
                     "mcs_delivery_type": delivery_type,
@@ -186,10 +189,13 @@ class OperatingSystemSetup:
             return project
 
         values = {}
+        company = self._project_company(partner, is_internal)
         if not project.partner_id and not is_internal:
             values["partner_id"] = partner.id
         if project.partner_id and project.partner_id != partner and not is_internal:
             values["partner_id"] = partner.id
+        if company and not project.company_id:
+            values["company_id"] = company.id
         if not project.mcs_delivery_type:
             values["mcs_delivery_type"] = delivery_type
         if not project.mcs_initiative_type:
@@ -213,6 +219,29 @@ class OperatingSystemSetup:
         }
         return mapping.get(delivery_type, "client")
 
+    def _project_company(self, partner, is_internal=False):
+        if is_internal:
+            return self.env.company
+        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 invoice.company_id
+        if partner.currency_id:
+            company = self.env["res.company"].sudo().search(
+                [("currency_id", "=", partner.currency_id.id)], limit=1
+            )
+            if company:
+                return company
+        return self.env.company
+
     def _ensure_followup_cron_active(self):
         cron = self.env.ref(
             "mcs_operating_system.ir_cron_mcs_schedule_missing_followups",
@@ -241,7 +270,7 @@ class OperatingSystemSetup:
             ]
         ):
             has_invoice = bool(
-                self.env["account.move"].sudo().search_count(
+                self.Invoice.search_count(
                     [
                         ("move_type", "=", "out_invoice"),
                         ("state", "=", "posted"),

addons/mcs_operating_system/models/dashboard.py

@@ -200,7 +200,7 @@ class McsOperatingDashboard(models.Model):
 
         active_projects = Project.search(
             [("active", "=", True)]
-            + self._company_domain(Project, company_ids, include_shared=True)
+            + self._company_domain(Project, company_ids, include_shared=False)
         )
         client_projects = active_projects.filtered(
             lambda project: project.mcs_delivery_type
@@ -266,7 +266,7 @@ class McsOperatingDashboard(models.Model):
         )
         active_tasks = Task.search(
             [("active", "=", True)]
-            + self._company_domain(Task, company_ids, include_shared=True)
+            + self._company_domain(Task, company_ids, include_shared=False)
         )
 
         monthly_target = sum(active_projects.mapped("mcs_monthly_revenue_target"))
@@ -702,7 +702,7 @@ class McsOperatingDashboard(models.Model):
                 "view_mode": "tree,form,kanban",
                 "views": self._action_views("tree", "form", "kanban"),
                 "domain": [("active", "=", True), ("mcs_monthly_revenue_target", ">", 0)]
-                + self._company_domain(Project, company_ids, include_shared=True),
+                + self._company_domain(Project, company_ids, include_shared=False),
             },
             "contracted_projects": {
                 "type": "ir.actions.act_window",
@@ -711,7 +711,7 @@ class McsOperatingDashboard(models.Model):
                 "view_mode": "tree,form,kanban",
                 "views": self._action_views("tree", "form", "kanban"),
                 "domain": [("active", "=", True), ("mcs_contracted_revenue", ">", 0)]
-                + self._company_domain(Project, company_ids, include_shared=True),
+                + self._company_domain(Project, company_ids, include_shared=False),
             },
             "pipeline": {
                 "type": "ir.actions.act_window",
@@ -763,7 +763,7 @@ class McsOperatingDashboard(models.Model):
                     ("active", "=", True),
                     ("mcs_portfolio_health", "in", ["at_risk", "blocked"]),
                 ]
-                + self._company_domain(Project, company_ids, include_shared=True),
+                + self._company_domain(Project, company_ids, include_shared=False),
             },
             "ceo_actions": {
                 "type": "ir.actions.act_window",
@@ -780,7 +780,7 @@ class McsOperatingDashboard(models.Model):
                 "view_mode": "tree,form,kanban",
                 "views": self._action_views("tree", "form", "kanban"),
                 "domain": [("mcs_delivery_type", "in", ["internal_product", "internal_r_and_d"])]
-                + self._company_domain(Project, company_ids, include_shared=True),
+                + self._company_domain(Project, company_ids, include_shared=False),
             },
         }