Use commercial partners for operating accounts

addons/mcs_operating_system/hooks.py

@@ -19,6 +19,7 @@ class OperatingSystemSetup:
         self._promote_existing_customers()
         self._ensure_active_portfolio()
         self._hide_empty_seed_accounts()
+        self._hide_child_contact_accounts()
         self._ensure_followup_cron_active()
 
     def _promote_existing_customers(self):
@@ -29,8 +30,10 @@ class OperatingSystemSetup:
                 ("commercial_partner_id", "!=", False),
             ]
         ).mapped("commercial_partner_id")
-        customers = self.Partner.search([("customer_rank", ">", 0)])
-        for partner in customers | invoice_partners:
+        customer_accounts = self.Partner.search(
+            [("customer_rank", ">", 0)]
+        ).mapped("commercial_partner_id")
+        for partner in customer_accounts | invoice_partners:
             values = {"mcs_is_client_account": True}
             if not partner.mcs_account_status:
                 values["mcs_account_status"] = "active"
@@ -248,3 +251,14 @@ class OperatingSystemSetup:
             )
             if not has_invoice and not partner.mcs_project_ids:
                 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})

addons/mcs_operating_system/models/dashboard.py

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