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Use commercial partners for operating accounts

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This commit is contained in:
metatroncubeswdev 2026-08-30 11:16:08 -04:00
parent 7859d6a7a1
commit 89c7e28100
2 changed files with 18 additions and 2 deletions
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18
addons/mcs_operating_system/hooks.py
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@ -19,6 +19,7 @@ class OperatingSystemSetup:
self._promote_existing_customers() self._promote_existing_customers()
self._ensure_active_portfolio() self._ensure_active_portfolio()
self._hide_empty_seed_accounts() self._hide_empty_seed_accounts()
self._hide_child_contact_accounts()
self._ensure_followup_cron_active() self._ensure_followup_cron_active()
def _promote_existing_customers(self): def _promote_existing_customers(self):
@ -29,8 +30,10 @@ class OperatingSystemSetup:
("commercial_partner_id", "!=", False), ("commercial_partner_id", "!=", False),
] ]
).mapped("commercial_partner_id") ).mapped("commercial_partner_id")
customers = self.Partner.search([("customer_rank", ">", 0)]) customer_accounts = self.Partner.search(
for partner in customers | invoice_partners: [("customer_rank", ">", 0)]
).mapped("commercial_partner_id")
for partner in customer_accounts | invoice_partners:
values = {"mcs_is_client_account": True} values = {"mcs_is_client_account": True}
if not partner.mcs_account_status: if not partner.mcs_account_status:
values["mcs_account_status"] = "active" values["mcs_account_status"] = "active"
@ -248,3 +251,14 @@ class OperatingSystemSetup:
) )
if not has_invoice and not partner.mcs_project_ids: if not has_invoice and not partner.mcs_project_ids:
partner.write({"mcs_is_client_account": False}) partner.write({"mcs_is_client_account": False})
def _hide_child_contact_accounts(self):
child_accounts = self.Partner.search(
[
("mcs_is_client_account", "=", True),
("parent_id", "!=", False),
]
)
for partner in child_accounts:
if not partner.mcs_project_ids:
partner.write({"mcs_is_client_account": False})

2
addons/mcs_operating_system/models/dashboard.py
View File

@ -440,6 +440,8 @@ class McsOperatingDashboard(models.Model):
rows = [] rows = []
for partner in partners: for partner in partners:
projects = client_projects.filtered(lambda project: project.partner_id == partner) projects = client_projects.filtered(lambda project: project.partner_id == partner)
if partner.parent_id and not projects:
continue
if ( if (
not projects not projects
and not partner.mcs_total_invoiced and not partner.mcs_total_invoiced