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Portal Accounting Personal Data Only

portal_account_personal_data_only folder_open OCA/account-invoicing open_in_new
Accounting/Accounting License: AGPL-3

By default, portal users are allowed to see all the invoices 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 behavior so the portal users only see their own documents.

A similar module named portal_sale_personal_data_only exists to do the same for sale orders.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Restricts portal users so they only see their own invoices and invoice lines, instead of every document of the organizations they follow. It replaces Odoo's default portal accounting access rules with stricter personal ones.

When this module is installed, portal users (customers or suppliers who log into the portal) can only see the accounting documents that belong to them personally. Odoo's standard behaviour lets a portal user see all invoices where any member of their organization is a follower, which can leak private documents between colleagues or departments. This module disables those standard portal rules and activates two stricter ones.

  • The first rule limits which invoices (accounting entries, account_move) a portal user can read: only those where the user's own contact is among the followers of the document.
  • The second rule applies the same restriction to the individual invoice lines (account_move_line), so lines belonging to other people's invoices are hidden too.

Both rules apply only to the portal user group, so internal users are unaffected. The change is automatic at installation: the original Odoo portal rules are archived (deactivated), and if the module is later uninstalled, those original rules are restored. There are no new menus, buttons, reports or scheduled actions; the module only changes what portal users are allowed to see in the accounting area.

Depends on

account

Required by other modules

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 19.0
  • Create some portal users belonging to the same company.
  • Create some invoices for several of these users.
  • Log in with each portal user credential.
  • Only the invoices belonging to the logged in user's partner or his descendants should be accessible.

No verified information in OCA: Installation, Configuration.

info

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.