147 lines
5.3 KiB
Python
147 lines
5.3 KiB
Python
from odoo import api, fields, models
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class ResPartner(models.Model):
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_inherit = "res.partner"
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mcs_is_client_account = fields.Boolean(string="MCS Client Account", tracking=True)
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mcs_account_status = fields.Selection(
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[
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("active", "Active"),
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("watch", "Watch"),
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("paused", "Paused"),
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("completed", "Completed"),
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("lost", "Lost"),
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],
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string="Account Status",
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default="active",
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tracking=True,
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)
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mcs_account_health = fields.Selection(
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[
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("healthy", "Healthy"),
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("watch", "Watch"),
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("at_risk", "At Risk"),
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("blocked", "Blocked"),
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("completed", "Completed"),
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],
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string="Account Health",
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compute="_compute_mcs_account_metrics",
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store=True,
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tracking=True,
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)
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mcs_currency_id = fields.Many2one(
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"res.currency",
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string="MCS Currency",
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default=lambda self: self.env.company.currency_id,
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)
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mcs_monthly_revenue = fields.Monetary(
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string="Monthly Revenue",
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currency_field="mcs_currency_id",
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compute="_compute_mcs_account_metrics",
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store=True,
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)
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mcs_contracted_value = fields.Monetary(
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string="Contracted Value",
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currency_field="mcs_currency_id",
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compute="_compute_mcs_account_metrics",
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store=True,
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)
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mcs_monthly_hours = fields.Float(
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string="Monthly Hours",
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compute="_compute_mcs_account_metrics",
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store=True,
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)
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mcs_effective_hourly_revenue = fields.Monetary(
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string="Effective Hourly Revenue",
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currency_field="mcs_currency_id",
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compute="_compute_mcs_account_metrics",
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store=True,
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)
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mcs_account_owner_id = fields.Many2one(
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"res.users", string="Account Owner", tracking=True
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)
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mcs_next_account_action = fields.Char(string="Next Account Action", tracking=True)
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mcs_account_risk_reason = fields.Text(string="Account Risk Reason", tracking=True)
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mcs_project_ids = fields.One2many(
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"project.project", "partner_id", string="MCS Workstreams"
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)
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def init(self):
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self._mcs_ensure_client_account_columns()
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@api.model
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def action_mcs_ensure_client_account_columns(self):
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self._mcs_ensure_client_account_columns()
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return True
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def _mcs_ensure_client_account_columns(self):
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columns = {
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"mcs_is_client_account": "boolean",
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"mcs_account_status": "varchar",
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"mcs_account_health": "varchar",
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"mcs_currency_id": "integer",
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"mcs_monthly_revenue": "numeric",
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"mcs_contracted_value": "numeric",
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"mcs_monthly_hours": "double precision",
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"mcs_effective_hourly_revenue": "numeric",
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"mcs_account_owner_id": "integer",
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"mcs_next_account_action": "varchar",
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"mcs_account_risk_reason": "text",
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}
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for column, column_type in columns.items():
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self.env.cr.execute(
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'ALTER TABLE res_partner ADD COLUMN IF NOT EXISTS "%s" %s'
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% (column, column_type)
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)
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@api.depends(
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"mcs_project_ids.mcs_monthly_revenue_target",
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"mcs_project_ids.mcs_contracted_revenue",
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"mcs_project_ids.mcs_actual_hours",
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"mcs_project_ids.mcs_portfolio_health",
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"mcs_project_ids.active",
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)
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def _compute_mcs_account_metrics(self):
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for partner in self:
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projects = partner.mcs_project_ids.filtered(lambda project: project.active)
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partner.mcs_monthly_revenue = sum(projects.mapped("mcs_monthly_revenue_target"))
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partner.mcs_contracted_value = sum(projects.mapped("mcs_contracted_revenue"))
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partner.mcs_monthly_hours = sum(projects.mapped("mcs_actual_hours"))
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partner.mcs_effective_hourly_revenue = (
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partner.mcs_monthly_revenue / partner.mcs_monthly_hours
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if partner.mcs_monthly_hours
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else 0
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)
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partner.mcs_account_health = partner._mcs_resolve_account_health(
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partner._mcs_get_account_health_signals(projects)
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)
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def _mcs_get_account_health_signals(self, projects):
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"""Return health signals used to resolve client account health.
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V2.1 support/helpdesk integration should extend this method and add
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ticket/SLA signals instead of replacing the account rollup model.
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"""
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health_values = set(projects.mapped("mcs_portfolio_health"))
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return {
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"has_projects": bool(projects),
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"project_health_values": health_values,
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"has_blocked_project": "blocked" in health_values,
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"has_at_risk_project": "at_risk" in health_values,
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"has_watch_project": "watch" in health_values,
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"all_projects_completed": bool(projects) and health_values == {"completed"},
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}
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def _mcs_resolve_account_health(self, signals):
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"""Resolve account health from extensible management signals."""
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if signals.get("has_blocked_project"):
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return "blocked"
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if signals.get("has_at_risk_project"):
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return "at_risk"
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if signals.get("has_watch_project"):
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return "watch"
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if signals.get("all_projects_completed"):
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return "completed"
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return "healthy"
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