From bedb04f1fd0780e4ae765eabceff473c8e14cca4 Mon Sep 17 00:00:00 2001 From: cristina-hidalgo-tecnativa Date: Tue, 12 May 2026 17:48:38 +0200 Subject: [PATCH 01/11] [ADD] portal_invitation_by_website: New Module --- portal_invitation_by_website/README.rst | 107 ++++ portal_invitation_by_website/__init__.py | 1 + portal_invitation_by_website/__manifest__.py | 12 + portal_invitation_by_website/i18n/es.po | 52 ++ .../i18n/portal_invitation_by_website.pot | 48 ++ .../models/__init__.py | 1 + .../models/portal_wizard.py | 51 ++ .../models/res_users.py | 11 + portal_invitation_by_website/pyproject.toml | 3 + .../readme/CONTRIBUTORS.md | 2 + .../readme/DESCRIPTION.md | 7 + portal_invitation_by_website/readme/USAGE.md | 11 + .../static/description/icon.png | Bin 0 -> 10254 bytes .../static/description/index.html | 457 ++++++++++++++++++ .../tests/__init__.py | 1 + .../tests/test_portal_wizard.py | 90 ++++ .../views/portal_wizard_views.xml | 37 ++ 17 files changed, 891 insertions(+) create mode 100644 portal_invitation_by_website/README.rst create mode 100644 portal_invitation_by_website/__init__.py create mode 100644 portal_invitation_by_website/__manifest__.py create mode 100644 portal_invitation_by_website/i18n/es.po create mode 100644 portal_invitation_by_website/i18n/portal_invitation_by_website.pot create mode 100644 portal_invitation_by_website/models/__init__.py create mode 100644 portal_invitation_by_website/models/portal_wizard.py create mode 100644 portal_invitation_by_website/models/res_users.py create mode 100644 portal_invitation_by_website/pyproject.toml create mode 100644 portal_invitation_by_website/readme/CONTRIBUTORS.md create mode 100644 portal_invitation_by_website/readme/DESCRIPTION.md create mode 100644 portal_invitation_by_website/readme/USAGE.md create mode 100644 portal_invitation_by_website/static/description/icon.png create mode 100644 portal_invitation_by_website/static/description/index.html create mode 100644 portal_invitation_by_website/tests/__init__.py create mode 100644 portal_invitation_by_website/tests/test_portal_wizard.py create mode 100644 portal_invitation_by_website/views/portal_wizard_views.xml diff --git a/portal_invitation_by_website/README.rst b/portal_invitation_by_website/README.rst new file mode 100644 index 0000000000..3bb05481e0 --- /dev/null +++ b/portal_invitation_by_website/README.rst @@ -0,0 +1,107 @@ +.. image:: https://odoo-community.org/readme-banner-image + :target: https://odoo-community.org/get-involved?utm_source=readme + :alt: Odoo Community Association + +============================ +Portal Invitation by Website +============================ + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:a9902f1c83e6b63150d6b62c66fd01aa307ecf59f1cbafa0e59dd1e0ee5afe69 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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%2Fwebsite-lightgray.png?logo=github + :target: https://github.com/OCA/website/tree/17.0/portal_invitation_by_website + :alt: OCA/website +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/website-17-0/website-17-0-portal_invitation_by_website + :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/website&target_branch=17.0 + :alt: Try me on Runboat + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module extends the portal invitation wizard to allow restricting +portal users to a specific website in multi-website environments. + +When inviting contacts as portal users from the backend, you can now +select a website at the wizard level (applied to all contacts) or +override it per-contact. The invitation email URL will automatically use +the selected website's domain, ensuring the signup link directs the user +to the correct site. + +**Table of contents** + +.. contents:: + :local: + +Usage +===== + +1. Go to **Contacts** and select one or more contacts. +2. Open the action menu and click **Grant Portal Access**. +3. In the wizard, select a **Website** to restrict access to that site. + + - The website applies to all contacts in the list. + - You can override the website per contact using the **Website** + column. + +4. Click **Grant Access** for each contact or use the batch action. + +The invitation email will contain a signup URL pointing to the selected +website's domain. If the website has **Specific User Accounts** enabled +(``Website > Configuration > Settings``), the portal user will only be +able to log in from that website. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* Tecnativa + +Contributors +------------ + +- `Tecnativa `__: + + - Cristina Hidalgo + +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/website `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/portal_invitation_by_website/__init__.py b/portal_invitation_by_website/__init__.py new file mode 100644 index 0000000000..0650744f6b --- /dev/null +++ b/portal_invitation_by_website/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/portal_invitation_by_website/__manifest__.py b/portal_invitation_by_website/__manifest__.py new file mode 100644 index 0000000000..83cfc7b07d --- /dev/null +++ b/portal_invitation_by_website/__manifest__.py @@ -0,0 +1,12 @@ +{ + "name": "Portal Invitation by Website", + "summary": "Restrict portal users to a specific website from the invitation wizard", + "version": "17.0.1.0.0", + "author": "Tecnativa, Odoo Community Association (OCA)", + "website": "https://github.com/OCA/website", + "license": "AGPL-3", + "category": "Website", + "depends": ["portal", "website"], + "data": ["views/portal_wizard_views.xml"], + "installable": True, +} diff --git a/portal_invitation_by_website/i18n/es.po b/portal_invitation_by_website/i18n/es.po new file mode 100644 index 0000000000..ff1d6c8241 --- /dev/null +++ b/portal_invitation_by_website/i18n/es.po @@ -0,0 +1,52 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * portal_invitation_by_website +# +# Translators: +# Cristina Hidalgo , 2026 +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2026-05-12 15:01+0000\n" +"PO-Revision-Date: 2026-05-12 15:01+0000\n" +"Last-Translator: Cristina Hidalgo \n" +"Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=(n != 1);\n" + +#. module: portal_invitation_by_website +#: model_terms:ir.ui.view,arch_db:portal_invitation_by_website.portal_wizard_view_website +msgid "Apply Website" +msgstr "Aplicar sitio web" + +#. module: portal_invitation_by_website +#: model:ir.model.fields,help:portal_invitation_by_website.field_portal_wizard__website_id +msgid "" +"Apply this website to all contacts below. The invitation email URL will " +"match this website's domain. Leave empty to keep each contact's current " +"website." +msgstr "" +"Aplica este sitio web a todos los contactos de abajo. La URL del correo de " +"invitación usará el dominio de este sitio web. Déjalo vacío para mantener " +"el sitio web actual de cada contacto." + +#. module: portal_invitation_by_website +#: model:ir.model,name:portal_invitation_by_website.model_portal_wizard +msgid "Grant Portal Access" +msgstr "Conceder acceso al portal" + +#. module: portal_invitation_by_website +#: model:ir.model,name:portal_invitation_by_website.model_portal_wizard_user +msgid "Portal User Config" +msgstr "Configuración de usuario del portal" + +#. module: portal_invitation_by_website +#: model:ir.model.fields,field_description:portal_invitation_by_website.field_portal_wizard__website_id +#: model:ir.model.fields,field_description:portal_invitation_by_website.field_portal_wizard_user__website_id +msgid "Website" +msgstr "Sitio web" diff --git a/portal_invitation_by_website/i18n/portal_invitation_by_website.pot b/portal_invitation_by_website/i18n/portal_invitation_by_website.pot new file mode 100644 index 0000000000..a5855385de --- /dev/null +++ b/portal_invitation_by_website/i18n/portal_invitation_by_website.pot @@ -0,0 +1,48 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * portal_invitation_by_website +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"Last-Translator: \n" +"Language-Team: \n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: \n" + +#. module: portal_invitation_by_website +#: model_terms:ir.ui.view,arch_db:portal_invitation_by_website.portal_wizard_view_website +msgid "Apply Website" +msgstr "" + +#. module: portal_invitation_by_website +#: model:ir.model.fields,help:portal_invitation_by_website.field_portal_wizard__website_id +msgid "" +"Apply this website to all the contacts below. The invitation email URL will " +"match this website's domain. Leave empty to keep each contact's current " +"website." +msgstr "" + +#. module: portal_invitation_by_website +#: model:ir.model,name:portal_invitation_by_website.model_portal_wizard +msgid "Grant Portal Access" +msgstr "" + +#. module: portal_invitation_by_website +#: model:ir.model,name:portal_invitation_by_website.model_portal_wizard_user +msgid "Portal User Config" +msgstr "" + +#. module: portal_invitation_by_website +#: model:ir.model,name:portal_invitation_by_website.model_res_users +msgid "User" +msgstr "" + +#. module: portal_invitation_by_website +#: model:ir.model.fields,field_description:portal_invitation_by_website.field_portal_wizard__website_id +#: model:ir.model.fields,field_description:portal_invitation_by_website.field_portal_wizard_user__website_id +msgid "Website" +msgstr "" diff --git a/portal_invitation_by_website/models/__init__.py b/portal_invitation_by_website/models/__init__.py new file mode 100644 index 0000000000..01d2cdce35 --- /dev/null +++ b/portal_invitation_by_website/models/__init__.py @@ -0,0 +1 @@ +from . import portal_wizard, res_users diff --git a/portal_invitation_by_website/models/portal_wizard.py b/portal_invitation_by_website/models/portal_wizard.py new file mode 100644 index 0000000000..e2faef2222 --- /dev/null +++ b/portal_invitation_by_website/models/portal_wizard.py @@ -0,0 +1,51 @@ +from odoo import api, fields, models + + +class PortalWizard(models.TransientModel): + _inherit = "portal.wizard" + + website_id = fields.Many2one( + comodel_name="website", + string="Website", + help="Apply this website to all the contacts below. " + "The invitation email URL will match this website's domain. " + "Leave empty to keep each contact's current website.", + ) + + def action_apply_website(self): + """Update website_id on all partners without modifying portal access or sending + emails. + """ + self.user_ids._apply_website_to_partner() + return self._action_open_modal() + + +class PortalWizardUser(models.TransientModel): + _inherit = "portal.wizard.user" + + website_id = fields.Many2one( + comodel_name="website", + string="Website", + compute="_compute_website_id", + store=True, + readonly=False, + ) + + @api.depends("wizard_id.website_id", "partner_id.website_id") + def _compute_website_id(self): + for user in self: + user.website_id = user.wizard_id.website_id or user.partner_id.website_id + + def action_grant_access(self): + self = self.with_context(portal_invitation_website_id=self.website_id.id) + return super().action_grant_access() + + def action_invite_again(self): + self._apply_website_to_partner() + self = self.with_context(portal_invitation_website_id=self.website_id.id) + return super().action_invite_again() + + def _apply_website_to_partner(self): + for user in self: + if user.website_id != user.partner_id.website_id: + user.partner_id.website_id = user.website_id diff --git a/portal_invitation_by_website/models/res_users.py b/portal_invitation_by_website/models/res_users.py new file mode 100644 index 0000000000..43cf90a087 --- /dev/null +++ b/portal_invitation_by_website/models/res_users.py @@ -0,0 +1,11 @@ +from odoo import models + + +class ResUsers(models.Model): + _inherit = "res.users" + + def _create_user_from_template(self, values): + website_id = self.env.context.get("portal_invitation_website_id") + if website_id: + values["website_id"] = website_id + return super()._create_user_from_template(values) diff --git a/portal_invitation_by_website/pyproject.toml b/portal_invitation_by_website/pyproject.toml new file mode 100644 index 0000000000..4231d0cccb --- /dev/null +++ b/portal_invitation_by_website/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/portal_invitation_by_website/readme/CONTRIBUTORS.md b/portal_invitation_by_website/readme/CONTRIBUTORS.md new file mode 100644 index 0000000000..689a1cdc4c --- /dev/null +++ b/portal_invitation_by_website/readme/CONTRIBUTORS.md @@ -0,0 +1,2 @@ +- [Tecnativa](https://www.tecnativa.com): + - Cristina Hidalgo diff --git a/portal_invitation_by_website/readme/DESCRIPTION.md b/portal_invitation_by_website/readme/DESCRIPTION.md new file mode 100644 index 0000000000..b3478aca29 --- /dev/null +++ b/portal_invitation_by_website/readme/DESCRIPTION.md @@ -0,0 +1,7 @@ +This module extends the portal invitation wizard to allow restricting portal +users to a specific website in multi-website environments. + +When inviting contacts as portal users from the backend, you can now select a +website at the wizard level (applied to all contacts) or override it +per-contact. The invitation email URL will automatically use the selected +website's domain, ensuring the signup link directs the user to the correct site. diff --git a/portal_invitation_by_website/readme/USAGE.md b/portal_invitation_by_website/readme/USAGE.md new file mode 100644 index 0000000000..7548761456 --- /dev/null +++ b/portal_invitation_by_website/readme/USAGE.md @@ -0,0 +1,11 @@ +1. Go to **Contacts** and select one or more contacts. +2. Open the action menu and click **Grant Portal Access**. +3. In the wizard, select a **Website** to restrict access to that site. + - The website applies to all contacts in the list. + - You can override the website per contact using the **Website** column. +4. Click **Grant Access** for each contact or use the batch action. + +The invitation email will contain a signup URL pointing to the selected +website's domain. If the website has **Specific User Accounts** enabled +(`Website > Configuration > Settings`), the portal user will only be able to +log in from that website. diff --git a/portal_invitation_by_website/static/description/icon.png b/portal_invitation_by_website/static/description/icon.png new file mode 100644 index 0000000000000000000000000000000000000000..1dcc49c24f364e9adf0afbc6fc0bac6dbecdeb11 GIT binary patch literal 10254 zcmbt)WmufcvhH9Zc!C8B?l8#UE&&o;gF7=g3=D(IAOS+K1lK^25Zv7%L4sRw_uvvF z*qyAk?>c**=lnR&y+1yw{;I3Hy6Ua2{<d0kcR+VvBo; zA_X`>;1;xAPL9rQqFxd#f5{a^zW*uaW+r3+U{|fRunu`GZhy$X z8_|Zi{zd#vIokczl8Xh*4Wi@i0+C?Rg1AB5VOEg8B>buLFCi~r5DPd2ED7QP2>^LO zKpr7+?*I1bPaFSLLEa0l2$tj*;u8Qtc=&(RUc*VK@ zjIN{I--GfO@vl+&r^eqy_BZ3dndN_PDzMc*W^!?dIsWAWU@LBjBg6^f4F6*!-hUYh zY$Xb}gF8b0%S1Ac@c%Rs()UCiEu3v6SiFE>h_!{gBb-H2{e=wB5o!YkT0>#LKZFw$ z?CuD0Gvfsb(|XbVxx0AL0%`gG2X+6|f;jiTHU9shtjoW-{2!| zMN*WuOj6elhD4zqgjNpX>F#JP{)hAbenX<+FPr>7jXM&q{|x+pbj8cU<=>Ej 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zdEzF5qDpkRR&PZC&cS{7xD@qV;(g5X%xI?m$9Q + + + + +README.rst + + + +
+ + + +Odoo Community Association + +
+

Portal Invitation by Website

+ +

Beta License: AGPL-3 OCA/website Translate me on Weblate Try me on Runboat

+

This module extends the portal invitation wizard to allow restricting +portal users to a specific website in multi-website environments.

+

When inviting contacts as portal users from the backend, you can now +select a website at the wizard level (applied to all contacts) or +override it per-contact. The invitation email URL will automatically use +the selected website’s domain, ensuring the signup link directs the user +to the correct site.

+

Table of contents

+ +
+

Usage

+
    +
  1. Go to Contacts and select one or more contacts.
    2. +
  2. Open the action menu and click Grant Portal Access.
    3. +
  3. In the wizard, select a Website to restrict access to that site.
      +
    • The website applies to all contacts in the list.
      • +
    • You can override the website per contact using the Website +column.
      • +
    +
    4. +
  4. Click Grant Access for each contact or use the batch action.
    5. +
+

The invitation email will contain a signup URL pointing to the selected +website’s domain. If the website has Specific User Accounts enabled +(Website > Configuration > Settings), the portal user will only be +able to log in from that website.

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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/website project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+
+ + diff --git a/portal_invitation_by_website/tests/__init__.py b/portal_invitation_by_website/tests/__init__.py new file mode 100644 index 0000000000..c121601f09 --- /dev/null +++ b/portal_invitation_by_website/tests/__init__.py @@ -0,0 +1 @@ +from . import test_portal_wizard diff --git a/portal_invitation_by_website/tests/test_portal_wizard.py b/portal_invitation_by_website/tests/test_portal_wizard.py new file mode 100644 index 0000000000..e36fda4821 --- /dev/null +++ b/portal_invitation_by_website/tests/test_portal_wizard.py @@ -0,0 +1,90 @@ +from unittest.mock import patch + +from odoo.tests.common import TransactionCase, users + +from odoo.addons.mail.tests.common import mail_new_test_user + + +class TestPortalWizardWebsite(TransactionCase): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.website_1 = cls.env["website"].search([("sequence", "=", 1)], limit=1) + cls.website_2 = cls.env["website"].create( + { + "name": "Website 2", + "domain": "https://www.website2.example.com", + "specific_user_account": True, + } + ) + cls.partner = cls.env["res.partner"].create( + { + "name": "Portal Test Partner", + "email": "portal_test@example.com", + } + ) + cls.partner_with_website = cls.env["res.partner"].create( + { + "name": "Partner With Website", + "email": "partner_website@example.com", + "website_id": cls.website_1.id, + } + ) + + def _open_wizard(self, partners): + return ( + self.env["portal.wizard"].with_context(active_ids=partners.ids).create({}) + ) + + @users("admin") + def test_website_id_propagates_from_wizard(self): + """website_id set at wizard level flows to all portal.wizard.user lines.""" + wizard = self._open_wizard(self.partner) + wizard.website_id = self.website_2 + self.assertEqual(wizard.user_ids.website_id, self.website_2) + + @users("admin") + def test_website_id_defaults_from_partner(self): + """When wizard has no website_id, each line defaults to its partner's.""" + wizard = self._open_wizard(self.partner_with_website) + self.assertEqual(wizard.user_ids.website_id, self.website_1) + + @users("admin") + def test_grant_access_sets_partner_website(self): + """Granting portal access propagates website_id to the partner.""" + wizard = self._open_wizard(self.partner) + wizard.website_id = self.website_2 + wizard_user = wizard.user_ids + with patch.object(type(wizard_user), "_send_email", return_value=True): + wizard_user.action_grant_access() + self.assertEqual(self.partner.website_id, self.website_2) + + @users("admin") + def test_grant_access_user_website_id(self): + """Created portal user inherits website_id via partner's related field.""" + wizard = self._open_wizard(self.partner) + wizard.website_id = self.website_2 + wizard_user = wizard.user_ids + with patch.object(type(wizard_user), "_send_email", return_value=True): + wizard_user.action_grant_access() + portal_user = self.partner.with_context(active_test=False).user_ids + self.assertTrue(portal_user) + self.assertEqual(portal_user.website_id, self.website_2) + + @users("admin") + def test_invite_again_updates_website(self): + """Re-inviting an existing portal user updates its website_id.""" + portal_user = mail_new_test_user( + self.env, + name="Existing Portal", + login="existing_portal@example.com", + email="existing_portal@example.com", + groups="base.group_portal", + ) + wizard = self._open_wizard(portal_user.partner_id) + wizard.website_id = self.website_2 + wizard_user = wizard.user_ids + with patch.object(type(wizard_user), "_send_email", return_value=True): + wizard_user.action_invite_again() + self.assertEqual(portal_user.partner_id.website_id, self.website_2) + self.assertEqual(portal_user.website_id, self.website_2) diff --git a/portal_invitation_by_website/views/portal_wizard_views.xml b/portal_invitation_by_website/views/portal_wizard_views.xml new file mode 100644 index 0000000000..e3c640ab88 --- /dev/null +++ b/portal_invitation_by_website/views/portal_wizard_views.xml @@ -0,0 +1,37 @@ + + + + portal.wizard.website + portal.wizard + + + + + + + + + + + + + + +