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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association
==============================
Portal Sale Personal Data Only
==============================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:f5654476fb1bc200f5686014d110f6d9f24c4ea06faad54fe5b9ebb5209541bd
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/sale-workflow/tree/18.0/portal_sale_personal_data_only
:alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-portal_sale_personal_data_only
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
By default, portal users are allowed to see all the sale orders in which
a member of their organization are followers. That could cause a leaking
of documents between members and departments and of the organization
that should stay private.
This module restricts that behaviour so the portal users only see their
own documents.
**Table of contents**
.. contents::
:local:
Usage
=====
1. Create some portal users belonging to the same company.
2. Place some orders for several of these users.
3. Log in with each portal user credential.
4. Only the sale orders belonging to the logged in user's partner or his
descendants should be accessible.
5. Invoices associated to a partner's sale order will be visible as
well.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20portal_sale_personal_data_only%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Tecnativa
Contributors
------------
- Harald Panten <harald.panten@sygel.es>
- `Tecnativa <https://www.tecnativa.com>`__:
- David Vidal
- Víctor Martínez
- Stefan Ungureanu
- Moaad Bourhim <moaad.bourhim@gmail.com>
- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
- SodexisTeam <dev@sodexis.com>
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/portal_sale_personal_data_only>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from .hooks import post_init_hook, uninstall_hook

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# Copyright 2018-19 Tecnativa S.L. - David Vidal
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Portal Sale Personal Data Only",
"version": "18.0.1.0.0",
"category": "Sale",
"author": "Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/sale-workflow",
"license": "AGPL-3",
"depends": ["sale", "portal_account_personal_data_only"],
"auto_install": True,
"data": ["security/security.xml"],
"installable": True,
"post_init_hook": "post_init_hook",
"uninstall_hook": "uninstall_hook",
}

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# Copyright 2019 Tecnativa - David Vidal
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
def post_init_hook(env):
"""Archive the ir.rules we want to override"""
env.ref("sale.sale_order_rule_portal").active = False
env.ref("sale.sale_order_line_rule_portal").active = False
def uninstall_hook(env):
"""Unarchive the overriden ir.rules"""
env.ref("sale.sale_order_rule_portal").active = True
env.ref("sale.sale_order_line_rule_portal").active = True

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
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"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"

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- Harald Panten \<<harald.panten@sygel.es>\>
- [Tecnativa](https://www.tecnativa.com):
- David Vidal
- Víctor Martínez
- Stefan Ungureanu
- Moaad Bourhim \<<moaad.bourhim@gmail.com>\>
- Jairo Llopis ([Moduon](https://www.moduon.team/))
- SodexisTeam \<<dev@sodexis.com>\>

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By default, portal users are allowed to see all the sale orders in which
a member of their organization are followers. That could cause a leaking
of documents between members and departments and of the organization
that should stay private.
This module restricts that behaviour so the portal users only see their
own documents.

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1. Create some portal users belonging to the same company.
2. Place some orders for several of these users.
3. Log in with each portal user credential.
4. Only the sale orders belonging to the logged in user's partner or
his descendants should be accessible.
5. Invoices associated to a partner's sale order will be visible as
well.

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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="portal_sale_order_user_rule" model="ir.rule">
<field name="name">Portal Only Personal Quotations/Sales</field>
<field name="model_id" ref="sale.model_sale_order" />
<field
name="domain_force"
>[('message_partner_ids','child_of', [user.partner_id.id])]</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]" />
</record>
<record id="portal_sale_order_line_rule" model="ir.rule">
<field name="name">Portal Only Personal Sales Orders Line</field>
<field name="model_id" ref="sale.model_sale_order_line" />
<field
name="domain_force"
>[('order_id.message_partner_ids','child_of', [user.partner_id.id])]</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]" />
</record>
<record id="portal_account_invoice_user_rule" model="ir.rule">
<field
name="name"
>Portal display personal invoices linked to personal sale orders</field>
<field name="model_id" ref="account.model_account_move" />
<field name="domain_force">
[('invoice_line_ids.sale_line_ids.order_id.message_partner_ids', 'child_of', [user.partner_id.id])]
</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]" />
</record>
<record id="portal_account_invoice_line_rule" model="ir.rule">
<field
name="name"
>Portal display personal invoice lines linked to personal sale orders</field>
<field name="model_id" ref="account.model_account_move_line" />
<field name="domain_force">
[('sale_line_ids.order_id.message_partner_ids', 'child_of', [user.partner_id.id])]
</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]" />
</record>
</odoo>

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<div class="document">
<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
</a>
<div class="section" id="portal-sale-personal-data-only">
<h1>Portal Sale Personal Data Only</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:f5654476fb1bc200f5686014d110f6d9f24c4ea06faad54fe5b9ebb5209541bd
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/portal_sale_personal_data_only"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-portal_sale_personal_data_only"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>By default, portal users are allowed to see all the sale orders in which
a member of their organization are followers. That could cause a leaking
of documents between members and departments and of the organization
that should stay private.</p>
<p>This module restricts that behaviour so the portal users only see their
own documents.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
<ol class="arabic simple">
<li>Create some portal users belonging to the same company.</li>
<li>Place some orders for several of these users.</li>
<li>Log in with each portal user credential.</li>
<li>Only the sale orders belonging to the logged in users partner or his
descendants should be accessible.</li>
<li>Invoices associated to a partners sale order will be visible as
well.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20portal_sale_personal_data_only%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-3">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
<ul class="simple">
<li>Harald Panten &lt;<a class="reference external" href="mailto:harald.panten&#64;sygel.es">harald.panten&#64;sygel.es</a>&gt;</li>
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>David Vidal</li>
<li>Víctor Martínez</li>
<li>Stefan Ungureanu</li>
</ul>
</li>
<li>Moaad Bourhim &lt;<a class="reference external" href="mailto:moaad.bourhim&#64;gmail.com">moaad.bourhim&#64;gmail.com</a>&gt;</li>
<li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
<li>SodexisTeam &lt;<a class="reference external" href="mailto:dev&#64;sodexis.com">dev&#64;sodexis.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/portal_sale_personal_data_only">OCA/sale-workflow</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
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from . import test_partner_access

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# Copyright 2021 Tecnativa - Víctor Martínez
# Copyright 2022 Moduon
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
from odoo.tests import Form, tagged
from odoo.addons.account.tests.common import AccountTestInvoicingCommon
@tagged("post_install", "-at_install")
class TestPartnerAccess(AccountTestInvoicingCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.group_portal = cls.env.ref("base.group_portal")
cls.user_a = cls._create_user(cls, "A")
cls.user_b = cls._create_user(cls, "B")
cls.user_c = cls._create_user(cls, "C")
cls.partner_a = cls._create_partner(cls, cls.user_a)
cls.partner_b = cls._create_partner(cls, cls.user_b)
cls.partner_c = cls._create_partner(cls, cls.user_c)
cls.product = cls.env["product.product"].create(
{
"name": "Test product",
"type": "service",
"lst_price": 10,
"invoice_policy": "order",
}
)
cls.order_a = cls._create_sale_order(cls, cls.partner_a)
cls.order_b = cls._create_sale_order(cls, cls.partner_b)
cls.order_c = cls._create_sale_order(cls, cls.partner_c)
def _create_user(self, letter):
return self.env["res.users"].create(
{
"name": f"User {letter}",
"login": f"user_{letter}",
"groups_id": [(6, 0, [self.group_portal.id])],
}
)
def _create_partner(self, user):
return self.env["res.partner"].create(
{
"name": user.name,
"user_ids": [(6, 0, [user.id])],
}
)
def _create_sale_order(self, partner):
sale_form = Form(self.env["sale.order"])
sale_form.partner_id = partner
with sale_form.order_line.new() as line_form:
line_form.product_id = self.product
sale = sale_form.save()
sale.action_confirm()
sale._create_invoices()
return sale
def test_access_sale_order(self):
orders_a = self.env["sale.order"].with_user(self.user_a).search([])
self.assertTrue(self.order_a in orders_a)
self.assertTrue(self.order_b not in orders_a)
self.assertTrue(self.order_c not in orders_a)
orders_b = self.env["sale.order"].with_user(self.user_b).search([])
self.assertTrue(self.order_a not in orders_b)
self.assertTrue(self.order_b in orders_b)
self.assertTrue(self.order_c not in orders_b)
orders_c = self.env["sale.order"].with_user(self.user_c).search([])
self.assertTrue(self.order_a not in orders_c)
self.assertTrue(self.order_b not in orders_c)
self.assertTrue(self.order_c in orders_c)
def test_access_sale_order_followers(self):
self.order_a.message_subscribe(partner_ids=self.partner_b.ids)
orders_b = self.env["sale.order"].with_user(self.user_b).search([])
self.assertTrue(self.order_a in orders_b)