[IMP]

- Added new optional tier definition for is_company = true.
- Added auto active if no validation needed during create.
- Added reset validation during write for specific fields.

[FIX] Code White Space Formatting

[IMP] Reviewer Suggestions

[IMP] Added Tests

partner_tier_validation/data/tier_definition.xml

@@ -1,12 +1,12 @@
 <odoo noupdate="1">
-    <record id="partner_tier_definition" model="tier.definition">
-        <field name="name">Partner Validation</field>
+    <record id="partner_tier_definition_company_only" model="tier.definition">
+        <field name="name">Partner Validation (Company)</field>
         <field name="model_id" ref="base.model_res_partner" />
         <field name="review_type">group</field>
         <field name="reviewer_group_id" ref="base.group_user" />
         <field name="definition_type">domain</field>
         <field
             name="definition_domain"
-        >["&amp;",["parent_id","=",False],"|",["active","=",True],["active","=",False]]</field>
+        >["&amp;",["is_company","=",True],"|",["active","=",True],["active","=",False]]</field>
     </record>
 </odoo>

partner_tier_validation/models/res_partner.py

@@ -15,18 +15,33 @@ class ResPartner(models.Model):
         default="draft",
     )
 
+    @api.model
+    def _tier_revalidation_fields(self, values):
+        """
+        Changing some Partner fields forces Tier Validation to be reevaluated.
+        Out of the box these are is_company and parent_id.
+        Other can be added extenting this method.
+        """
+        return ["is_company", "parent_id"]
+
     @api.model
     def create(self, vals):
         new = super().create(vals)
         if new.need_validation and new.state != "confirmed":
             new.active = False
+        else:
+            new.active = True
+            new.state = "confirmed"
         return new
 
     def write(self, vals):
-        """
-        Default `active` is False.
-        It is set to True when State changes to confirmed.
-        """
+        # Changing certain fields required new validation process
+        revalidate_fields = self._tier_revalidation_fields(vals)
+        if any(x in revalidate_fields for x in vals.keys()):
+            self.mapped("review_ids").unlink()
+            vals["state"] = "draft"
+
+        # Automatically update active flag depending on state
         if "state" in vals:
             vals["active"] = vals["state"] == "confirmed"
         return super().write(vals)

partner_tier_validation/readme/DESCRIPTION.rst

@@ -1,5 +1,12 @@
 Adds an approval workflow to Partners.
-The default rule requires new parent Contacts to be approved
+The default rule requires new company Contacts to be approved
 before they can be used.
 
+The rule can be extended to new non-company contact,
+but beware that may cause issues with automatically created new contacts,
+such as the ones generated when processing incoming emails.
+
+If the 'Is Company' or 'Parent' field changes then the contact is Request
+for approval.
+
 For this, the new Contact record is kept as "Archived" until it is approved.

partner_tier_validation/tests/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import test_tier_validation

partner_tier_validation/tests/test_tier_validation.py

@@ -0,0 +1,68 @@
+# Copyright 2021 Patrick Wilson <pwilson@opensourceintegrators.com>
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl.html).
+
+from odoo.exceptions import ValidationError
+from odoo.tests import common, tagged
+
+
+@tagged("-at_install", "post_install")
+class TestPartnerTierValidation(common.SavepointCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        # Get res partner model
+        cls.partner_model = cls.env.ref("base.model_res_partner")
+
+        # Create users
+        group_ids = cls.env.ref("base.group_system").ids
+        group_ids.append(cls.env.ref("base.group_partner_manager").id)
+        cls.test_user_1 = cls.env["res.users"].create(
+            {
+                "name": "John",
+                "login": "test1",
+                "groups_id": [(6, 0, group_ids)],
+                "email": "test@examlple.com",
+            }
+        )
+
+        # Create tier definitions:
+        cls.tier_def_obj = cls.env["tier.definition"]
+        cls.tier_def_obj.create(
+            {
+                "model_id": cls.partner_model.id,
+                "review_type": "individual",
+                "reviewer_id": cls.test_user_1.id,
+                "definition_domain": "['&',('is_company','=',True),'|', \
+                ('active','=',True),('active','=',False)]",
+            }
+        )
+
+    def test_tier_validation_model_name(self):
+        self.assertIn(
+            "res.partner", self.tier_def_obj._get_tier_validation_model_names()
+        )
+
+    def test_validation_res_partner(self):
+        company = self.env["res.partner"].create(
+            {"name": "Company for test", "company_type": "company"}
+        )
+        # Since company need validation, it should be inactive
+        self.assertEqual(company.active, False)
+
+        # Assert an error shows if trying to make it active
+        with self.assertRaises(ValidationError):
+            company.write({"state": "confirmed"})
+
+        # Request and validate partner
+        company.request_validation()
+        company.with_user(self.test_user_1).validate_tier()
+        company.with_user(self.test_user_1).write({"state": "confirmed"})
+        self.assertEqual(company.state, "confirmed")
+
+        # Change company type to retrigger validation
+        company.write({"company_type": "person", "is_company": False})
+        self.assertEqual(company.state, "draft")
+
+        # Test partner creation that doesn't need validation
+        customer = self.env["res.partner"].create({"name": "Partner for test"})
+        self.assertEqual(customer.active, True)