Restrict visibility of bank accounts in contacts related to employees.
This module hides bank account information in partner contacts that are linked to employees, only allowing users with accounting full access (group_account_user or group_account_manager) to view this sensitive data.
Regular contacts (not related to employees) show bank accounts to all users as usual.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Hides the bank accounts of contacts that are linked to an employee, so only users with full accounting access can see them. Bank accounts of ordinary contacts remain visible to everyone.
This module protects sensitive payment information that is stored on the contact record of an employee. When a contact is used as the work contact of an employee, its bank accounts are hidden from users who do not have full accounting rights.
- On the contact form, the bank accounts section is automatically hidden when the contact belongs to an employee and the current user is not in the accounting user or accounting manager group.
- Users with full accounting access (accounting user or accounting manager) keep seeing the bank accounts as before.
- Contacts that are not linked to any employee are not affected: their bank accounts stay visible to all users.
The rule is applied through a computed flag on the contact record (res.partner) that is recalculated for the connected user, and the standard contact form is modified so the bank accounts field becomes invisible when that flag is false. The module depends on the Employees and Accounting apps and installs automatically.
Depends on
Models and fields (1)
- res.partner · extends an existing modelcan_view_bank_accounts
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/hr.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Install the module in your Odoo database.
- Ensure employees have their "Work Contact" field properly linked:
- Go to the "Employees" app.
- Select an employee.
- In the "Work Contact" field, verify the contact is set.
- Verify the restriction works:
- As a user with accounting rights (Accounting User or Accounting Manager), open a contact linked to an employee. The bank accounts section should be visible.
- As a user without accounting rights (like Billing or Internal User), open a contact linked to an employee. The bank accounts section should be hidden.
- For regular contacts (not related to employees), bank accounts are always visible to all users.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.