[REF] partner_tier_validation: do not archive, depend on partner_stage

partner_tier_validation/__init__.py

@@ -1,4 +1,2 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
-
 from . import models
-from .hooks import post_init_hook

partner_tier_validation/__manifest__.py

@@ -9,10 +9,10 @@
     "author": "Open Source Integrators, Odoo Community Association (OCA)",
     "license": "AGPL-3",
     "installable": True,
-    "depends": ["contacts", "base_tier_validation"],
+    "depends": ["contacts", "base_tier_validation", "partner_stage"],
     "data": [
         "data/tier_definition.xml",
         "views/res_partner_view.xml",
     ],
-    "post_init_hook": "post_init_hook",
+    "maintainers": ["dreispt"],
 }

partner_tier_validation/data/tier_definition.xml

@@ -1,13 +1,11 @@
 <odoo noupdate="1">
     <record id="partner_tier_definition_company_only" model="tier.definition">
-        <field name="name">Partner Validation (Company)</field>
+        <field name="name">Validate New 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="active" eval="False" />
-        <field
-            name="definition_domain"
-        >["&amp;",["is_company","=",True],"|",["active","=",True],["active","=",False]]</field>
+        <field name="definition_domain">[["is_company","=",True]]</field>
     </record>
 </odoo>

partner_tier_validation/hooks.py

@@ -1,18 +0,0 @@
-# Copyright 2021 Tecnativa - Víctor Martínez
-# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
-
-from odoo import SUPERUSER_ID
-from odoo.api import Environment
-from odoo.tools import config
-
-
-def post_init_hook(cr, pool):
-    """
-    We need to activate the rule only if we are not in a test environment.
-    """
-    if not config["test_enable"]:
-        env = Environment(cr, SUPERUSER_ID, {})
-        tier_partner = env.ref(
-            "partner_tier_validation.partner_tier_definition_company_only"
-        )
-        tier_partner.write({"active": True})

partner_tier_validation/models/res_partner.py

@@ -1,47 +1,54 @@
 # Copyright 2019 Open Source Integrators
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
-from odoo import api, fields, models
+from odoo import api, models
 
 
 class ResPartner(models.Model):
     _name = "res.partner"
     _inherit = ["res.partner", "tier.validation"]
-    _tier_validation_manual_config = False
 
-    state = fields.Selection(
-        [("draft", "Draft"), ("confirmed", "Active"), ("cancel", "Archived")],
-        string="Status",
-        default="draft",
-    )
+    _tier_validation_buttons_xpath = "/form/header/field[@name='state']"
+    _state_from = ["draft"]
+    _state_to = ["confirmed"]
+    _cancel_state = ["inactive"]
+    _tier_validation_manual_config = False
 
     @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.
+        Other can be added extending this method.
         """
         return ["is_company", "parent_id"]
 
+    @api.model
+    def _get_confirmed_stage(self):
+        return self.env["res.partner.stage"].search(
+            [("state", "in", self._state_to)], limit=1
+        )
+
     @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"
+        # Contact not requiring validation
+        # are created in confirmed state
+        if not new.need_validation:
+            confirmed_stage = self._get_confirmed_stage()
+            new.stage_id = confirmed_stage
         return new
 
     def write(self, vals):
+        # Signal state transition by adding to vals
+        if "stage_id" in vals:
+            stage_id = vals.get("stage_id")
+            stage = self.env["res.partner.stage"].browse(stage_id)
+            vals["state"] = stage.state
         # 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"
+            self.request_validation()
         return super().write(vals)

partner_tier_validation/tests/test_tier_validation.py

@@ -21,48 +21,55 @@ class TestPartnerTierValidation(common.SavepointCase):
                 "name": "John",
                 "login": "test1",
                 "groups_id": [(6, 0, group_ids)],
-                "email": "test@examlple.com",
+                "email": "test@example.com",
             }
         )
 
-        # Create tier definitions:
-        cls.tier_def_obj = cls.env["tier.definition"]
-        cls.tier_def_obj.create(
+        # Create tier definition: example where only Company needs validation
+        cls.TierDefinition = cls.env["tier.definition"]
+        cls.TierDefinition.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)]",
+                "definition_domain": "[('is_company','=',True)]",
             }
         )
 
     def test_tier_validation_model_name(self):
         self.assertIn(
-            "res.partner", self.tier_def_obj._get_tier_validation_model_names()
+            "res.partner", self.TierDefinition._get_tier_validation_model_names()
         )
 
     def test_validation_res_partner(self):
-        company = self.env["res.partner"].create(
+        """
+        Case where new Contact requires validation
+        """
+        contact = 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)
+        # Since contact need validation, it should be inactive
+        self.assertEqual(contact.state, "draft")
 
         # Assert an error shows if trying to make it active
         with self.assertRaises(ValidationError):
-            company.write({"state": "confirmed"})
+            contact.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")
+        contact.request_validation()
+        contact.with_user(self.test_user_1).validate_tier()
+        contact.with_user(self.test_user_1).write({"state": "confirmed"})
+        self.assertEqual(contact.state, "confirmed")
 
         # Change company type to retrigger validation
-        company.write({"company_type": "person", "is_company": False})
-        self.assertEqual(company.state, "draft")
+        contact.write({"company_type": "person", "is_company": False})
+        self.assertEqual(contact.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)
+    def test_no_validation_res_partner(self):
+        """
+        Case where new Contact does not require validation
+        """
+        contact = self.env["res.partner"].create(
+            {"name": "Person for test", "company_type": "person"}
+        )
+        self.assertEqual(contact.state, "confirmed")

partner_tier_validation/views/res_partner_view.xml

@@ -8,16 +8,10 @@
         <field name="inherit_id" ref="base.view_partner_form" />
         <field name="arch" type="xml">
 
-            <xpath expr="/form/sheet" position="before">
-                <header>
-                    <field
-                        name="state"
-                        widget="statusbar"
-                        options="{'clickable': '1'}"
-                    />
-                    <button name="dummy" invisible="True" />
-                </header>
-            </xpath>
+            <!-- Tier Validation UI needs the state field to be in the form -->
+            <field name="stage_id" position="before">
+                <field name="state" invisible="1" />
+            </field>
 
         </field>
     </record>
@@ -31,7 +25,7 @@
                 <filter
                     name="needs_review"
                     string="Needs my Approval"
-                    domain="[('reviewer_ids','in',uid), ('state', '=', 'draft'), '|', ('active','=', True), ('active', '=', False)]"
+                    domain="[('reviewer_ids', 'in', uid), ('state', '=', 'draft')]"
                     help="Partner(s) to Approve"
                 />
             </filter>