Metadata-Version: 2.1
Name: odoo-addon-hr_employee_bank_restrict
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Restrict employee bank account in employee partner
Home-page: https://github.com/OCA/hr
License: LGPL-3
Author: Moduon, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

======================
Employee bank restrict
======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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    :alt: Alpha
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    :alt: OCA/hr
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    :alt: Translate me on Weblate
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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.

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

This module was developed to protect sensitive banking information of
employees.

In organizations where payroll or expense reimbursement is managed,
employees need to provide their bank account details. These contacts are
linked to employee records via the "Work Contact" field. It's common
practice to restrict access to this sensitive data to only users who
truly need it for payment processing.

It will be useful for you if:

- You manage employee payroll or expense reimbursements in Odoo.
- You want to restrict access to employee bank account data.
- You need to comply with data protection regulations (like GDPR).

Usage
=====

To use this module, you need to:

1. Install the module in your Odoo database.

2. 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.

3. 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.

4. For regular contacts (not related to employees), bank accounts are
   always visible to all users.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr/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 <https://github.com/OCA/hr/issues/new?body=module:%20hr_employee_bank_restrict%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Moduon

Contributors
------------

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)

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.

.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
    :target: https://github.com/EmilioPascual
    :alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn| 

This module is part of the `OCA/hr <https://github.com/OCA/hr/tree/18.0/hr_employee_bank_restrict>`_ project on GitHub.

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