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Portal Sale Personal Data Only

portal_sale_personal_data_only folder_open OCA/sale-workflow open_in_new
Sale License: AGPL-3

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.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Restricts portal users so they only see their own quotations, sales orders, invoices and invoice lines, instead of all documents of their organization.

By default, portal users can see every sale order and invoice belonging to their organization. This module changes that behaviour so each portal user only sees documents linked to their own contact.

  • Quotations and sales orders: a portal user only sees orders where they are the customer or a follower.
  • Sales order lines: only lines of those personal orders are visible.
  • Invoices and invoice lines: only invoices and lines coming from those personal sale orders are visible.

The module installs automatically together with the sale and portal personal data modules, and it replaces the standard portal access rules for sales by deactivating them. If the module is uninstalled, the original rules are restored.

It does not add menus, buttons or reports; it only changes what portal users can see in the existing portal screens for quotations, orders and invoices. Internal users are not affected.

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: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0
  • Create some portal users belonging to the same company.
  • Place some orders for several of these users.
  • Log in with each portal user credential.
  • Only the sale orders belonging to the logged in user's partner or his descendants should be accessible.
  • Invoices associated to a partner's sale order will be visible as well.

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.