Overview

This module extends the Odoo Customer Portal to support hierarchical partner management. Portal users can view and manage related contact addresses in a tree structure. It displays parent-child relationships of partners, and lets users edit or add child contacts directly from the portal.

Key Features

• Partner Hierarchy View: Browse the parent and child contacts of your company in a breadcrumb and card layout.
• Edit Addresses: Update your contact information (company name, personal name, address, email, phone, VAT, etc.) from the portal.
• Create Child Contacts: Add new subsidiary or branch contacts linked to your account, maintaining a tree structure.
• Access Control: Portal users can see and edit only their own contacts and children, with read-only access to parent partners.
• Integrated with My Addresses: The functionality is available under the existing “My Addresses” section of the portal; no extra menu needed.

Installation

1. Place the customer_portal_partner_hierarchy module folder into your Odoo addons directory.
2. Ensure the following modules are installed and enabled in Odoo:
   • portal (Odoo core)
   • website (Odoo core)
   • partner_firstname (community module for first/last name support)
3. Update the Apps list in Odoo, then install Customer Portal Partner Hierarchy.

Usage

• Log in as a portal user and go to My Account → My Addresses. Click any address to see details and hierarchy.
• The breadcrumb at the top shows parent partners up to the root (top-level company).
• Below the form, any child contacts of the current partner are listed as cards. Click a card to navigate to that contact’s page.
• To edit the current address, modify the fields and click “Save”.
• To create a new sub-contact, click “Create New”, fill in the details, and save. The new contact will be added as a child of the current partner.

Dependencies

• portal
• website
• partner_firstname