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Survey Multi-Company (Odoo 19)
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==============================
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Adds multi-company support to the **Survey** module in Odoo 19 Community Edition.
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What this module does
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---------------------
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* Adds a **Company** field (``company_id``) to ``survey.survey``.
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* Shows the field on the survey form view only when multi-company mode is
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active (``base.group_multi_company``).
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* Applies an ``ir.rule`` so that each internal user can only see surveys
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that belong to their allowed companies (or surveys with no company set).
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* Patches the survey web controller so that public/portal users who access
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a survey via a token are automatically switched to the correct company
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context, preventing wrong fiscal-position, currency, or sequence
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resolution.
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Installation
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------------
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Copy this folder into your Odoo ``custom_addons`` directory and add it to
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``addons_path`` in your ``odoo.conf``, then install via
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**Settings → Apps → search "Survey company rules"**.
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Upgrade notes from 15.0
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------------------------
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* Version bumped from ``15.0.1.0.1`` → ``19.0.1.0.0``.
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* ``company_id`` field now carries a ``default`` pointing to ``env.company``
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so new surveys are pre-assigned to the current company.
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* Security rule is now scoped to ``base.group_user`` (internal users only).
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Portal/public access is handled by the controller, not the rule.
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* View record given an explicit ``name`` attribute to avoid conflicts with
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other modules that also inherit the survey form.
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License
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-------
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AGPL-3 — see https://www.gnu.org/licenses/agpl
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from . import controllers
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from . import models
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# Copyright 2023 Tecnativa - David Vidal
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# Copyright 2025 Upgraded to Odoo 19.0
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Survey company rules",
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"summary": "Company security for surveys",
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"version": "19.0.1.0.0",
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"development_status": "Beta",
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"category": "Marketing/Survey",
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"website": "https://github.com/OCA/survey",
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"author": "Tecnativa, Odoo Community Association (OCA)",
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"maintainers": ["chienandalu"],
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"license": "AGPL-3",
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"depends": ["survey"],
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"data": [
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"security/survey_security.xml",
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"views/survey_views.xml",
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],
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}
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from . import main
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# Copyright 2025 Tecnativa - Pilar Vargas
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# Copyright 2025 Upgraded to Odoo 19.0
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo.addons.survey.controllers.main import Survey
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class SurveyMultiCompany(Survey):
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"""Override survey controller to enforce correct company context.
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In multi-company environments, a public/portal user accessing a survey
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URL has no explicit active company in their session. Odoo therefore
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defaults to the user's *first* allowed company, which may differ from
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the company that owns the survey. This can cause:
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* Wrong ir.rule evaluation → AccessError or empty recordsets
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* Company-specific fields (currency, fiscal position, …) resolved
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against the wrong company
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* Sequence/numbering pulled from the wrong company
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The fix is straightforward: after the parent resolves the survey and
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answer sudo records, we call .with_company() on both of them so that
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the rest of the survey flow runs in the correct company context.
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Compatible with Odoo 19.0 Community where _get_access_data() still
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receives (survey_token, answer_token, ensure_token=True) and returns a
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dict with at minimum the keys 'survey_sudo' and 'answer_sudo'.
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"""
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def _get_access_data(self, survey_token, answer_token, ensure_token=True):
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data = super()._get_access_data(
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survey_token, answer_token, ensure_token=ensure_token
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)
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survey_sudo = data.get("survey_sudo")
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if survey_sudo and survey_sudo.company_id:
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target_company = survey_sudo.company_id
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data["survey_sudo"] = survey_sudo.with_company(target_company)
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answer_sudo = data.get("answer_sudo")
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if answer_sudo:
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data["answer_sudo"] = answer_sudo.with_company(target_company)
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return data
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * survey_multi_company
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 15.0\n"
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"Report-Msgid-Bugs-To: \n"
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"PO-Revision-Date: 2023-11-17 09:34+0000\n"
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"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
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"Plural-Forms: nplurals=2; plural=n != 1;\n"
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"X-Generator: Weblate 4.17\n"
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#. module: survey_multi_company
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#: model:ir.model.fields,field_description:survey_multi_company.field_survey_survey__company_id
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msgid "Company"
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msgstr "Azienda"
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#. module: survey_multi_company
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#: model:ir.model,name:survey_multi_company.model_survey_survey
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msgid "Survey"
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msgstr "Sondaggio"
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * survey_multi_company
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 15.0\n"
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: survey_multi_company
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#: model:ir.model.fields,field_description:survey_multi_company.field_survey_survey__company_id
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msgid "Company"
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msgstr ""
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#. module: survey_multi_company
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#: model:ir.model,name:survey_multi_company.model_survey_survey
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msgid "Survey"
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msgstr ""
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from . import survey_survey
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# Copyright 2022 Tecnativa - David Vidal
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# Copyright 2025 Upgraded to Odoo 19.0
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class SurveySurvey(models.Model):
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_inherit = "survey.survey"
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# In Odoo 19 Community, survey.survey does not include company_id natively.
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# This field adds multi-company support so surveys can be scoped per company.
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# If a future Odoo version adds company_id natively, redefining it here via
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# _inherit is safe — Odoo's ORM keeps the existing field and ignores the duplicate.
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company_id = fields.Many2one(
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comodel_name="res.company",
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string="Company",
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index=True,
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default=lambda self: self.env.company,
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)
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* `Tecnativa <https://www.tecnativa.com>`_
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* David Vidal
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This module allows to restrict surveys per company.
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To restrict a survey to a certain company:
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#. Go to to *Surveys* and select the survey you want to edit.
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#. Set the desired company.
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Only the users in that company will be able to access the survey.
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<?xml version="1.0" encoding="utf-8" ?>
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<odoo>
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<!--
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Multi-company record rule for survey.survey.
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Allows users to see surveys that either:
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(a) have no company set (company_id = False) — globally visible, or
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(b) belong to one of the companies the current user is allowed to access.
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This mirrors the standard Odoo pattern used by sale.order, account.move,
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stock.picking, etc.
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The rule applies to all users including portal and public:
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- Internal users: filtered by their allowed_company_ids
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- Portal / public: they access surveys via tokens (controller handles
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company switching), so the record rule must not block them entirely.
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The [False] part of the domain ensures tokenless-company surveys
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stay reachable even without an active company in the session.
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-->
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<record id="survey_survey_company_rule" model="ir.rule">
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<field name="name">Survey: Multi-Company Access Rule</field>
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<field name="model_id" ref="survey.model_survey_survey" />
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<field name="domain_force">
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[("company_id", "in", [False] + company_ids)]
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</field>
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<field name="groups" eval="[(4, ref('base.group_user'))]" />
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</record>
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</odoo>
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||||
margin-bottom: 0 ;
|
||||
margin-top: 0 ;
|
||||
font: inherit }
|
||||
|
||||
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
pre.code .ln { color: gray; } /* line numbers */
|
||||
pre.code, code { background-color: #eeeeee }
|
||||
pre.code .comment, code .comment { color: #5C6576 }
|
||||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
||||
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||
|
||||
span.classifier {
|
||||
font-family: sans-serif ;
|
||||
font-style: oblique }
|
||||
|
||||
span.classifier-delimiter {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
span.interpreted {
|
||||
font-family: sans-serif }
|
||||
|
||||
span.option {
|
||||
white-space: nowrap }
|
||||
|
||||
span.pre {
|
||||
white-space: pre }
|
||||
|
||||
span.problematic, pre.problematic {
|
||||
color: red }
|
||||
|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<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="survey-company-rules">
|
||||
<h1>Survey company rules</h1>
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:9ad95ae8a125d66077799bf502301c62fefe48b583d143f4a712b6289c5f32f9
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/survey/tree/15.0/survey_multi_company"><img alt="OCA/survey" src="https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_multi_company"><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/survey&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows to restrict surveys per company.</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>
|
||||
<p>To restrict a survey to a certain company:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to to <em>Surveys</em> and select the survey you want to edit.</li>
|
||||
<li>Set the desired company.</li>
|
||||
</ol>
|
||||
<p>Only the users in that company will be able to access the survey.</p>
|
||||
</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/survey/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/survey/issues/new?body=module:%20survey_multi_company%0Aversion:%2015.0%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><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a><ul>
|
||||
<li>David Vidal</li>
|
||||
</ul>
|
||||
</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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/chienandalu"><img alt="chienandalu" src="https://github.com/chienandalu.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/survey/tree/15.0/survey_multi_company">OCA/survey</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>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,26 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!--
|
||||
Adds the company_id field to the survey form view.
|
||||
Positioned after user_id (Responsible), visible only when the
|
||||
multi-company group is active — same behaviour as stock, sale, etc.
|
||||
|
||||
NOTE for Odoo 19: The core survey form view id is still
|
||||
'survey.survey_form'. If Odoo ever renames it, update the
|
||||
inherit_id ref below accordingly.
|
||||
-->
|
||||
<record id="survey_form_company" model="ir.ui.view">
|
||||
<field name="name">survey.survey.form.company</field>
|
||||
<field name="model">survey.survey</field>
|
||||
<field name="inherit_id" ref="survey.survey_survey_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field
|
||||
name="company_id"
|
||||
groups="base.group_multi_company"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user