Odoo-Modules/fusion_authorizer_portal/security/portal_security.xml

<?xml version="1.0" encoding="utf-8"?>
<odoo>

    <!-- Portal Groups (auto-assigned from Contact form Portal Access tab) -->
    <record id="group_authorizer_portal" model="res.groups">
        <field name="name">Authorizer Portal User</field>
        <field name="comment">Portal users who are Authorizers (OTs/Therapists)</field>
    </record>

    <record id="group_sales_rep_portal" model="res.groups">
        <field name="name">Sales Rep Portal User</field>
        <field name="comment">Portal users who are Sales Representatives</field>
    </record>

    <record id="group_technician_portal" model="res.groups">
        <field name="name">Technician Portal User</field>
        <field name="comment">Portal users who are Field Technicians for deliveries</field>
    </record>

    <!-- Authorizer Comment Access Rules -->
    <record id="rule_comment_authorizer_own" model="ir.rule">
        <field name="name">Authorizer: Own Comments</field>
        <field name="model_id" ref="model_fusion_authorizer_comment"/>
        <field name="domain_force">[('author_id', '=', user.partner_id.id)]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="True"/>
        <field name="perm_create" eval="True"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <record id="rule_comment_view_on_order" model="ir.rule">
        <field name="name">Portal: View Comments on Assigned Orders</field>
        <field name="model_id" ref="model_fusion_authorizer_comment"/>
        <field name="domain_force">[
            '|',
            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
            ('sale_order_id.user_id', '=', user.id),
            ('is_internal', '=', False)
        ]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="False"/>
        <field name="perm_create" eval="False"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <!-- ADP Document Access Rules -->
    <record id="rule_document_portal_read" model="ir.rule">
        <field name="name">Portal: Read Documents on Assigned Orders</field>
        <field name="model_id" ref="model_fusion_adp_document"/>
        <field name="domain_force">[
            '|',
            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
            ('sale_order_id.user_id', '=', user.id)
        ]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="False"/>
        <field name="perm_create" eval="False"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <record id="rule_document_authorizer_create" model="ir.rule">
        <field name="name">Authorizer: Create Documents on Assigned Orders</field>
        <field name="model_id" ref="model_fusion_adp_document"/>
        <field name="domain_force">[
            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
            ('document_type', '!=', 'submitted_final')
        ]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="False"/>
        <field name="perm_write" eval="False"/>
        <field name="perm_create" eval="True"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <!-- Assessment Access Rules -->
    <record id="rule_assessment_authorizer" model="ir.rule">
        <field name="name">Authorizer: Own Assessments</field>
        <field name="model_id" ref="model_fusion_assessment"/>
        <field name="domain_force">[('authorizer_id', '=', user.partner_id.id)]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="True"/>
        <field name="perm_create" eval="True"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <record id="rule_assessment_sales_rep" model="ir.rule">
        <field name="name">Sales Rep: Own Assessments</field>
        <field name="model_id" ref="model_fusion_assessment"/>
        <field name="domain_force">[('sales_rep_id', '=', user.id)]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="True"/>
        <field name="perm_create" eval="True"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <!-- Sale Order Access - Extend for Portal -->
    <record id="rule_sale_order_authorizer_portal" model="ir.rule">
        <field name="name">Authorizer Portal: Assigned Orders</field>
        <field name="model_id" ref="sale.model_sale_order"/>
        <field name="domain_force">[('x_fc_authorizer_id', '=', user.partner_id.id)]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="False"/>
        <field name="perm_create" eval="False"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <!-- Technician Portal: Access orders assigned for delivery -->
    <record id="rule_sale_order_technician_portal" model="ir.rule">
        <field name="name">Technician Portal: Assigned Deliveries</field>
        <field name="model_id" ref="sale.model_sale_order"/>
        <field name="domain_force">[('x_fc_delivery_technician_ids', 'in', [user.id])]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="True"/>
        <field name="perm_create" eval="False"/>
        <field name="perm_unlink" eval="False"/>
    </record>

    <!-- Sales Rep Portal: Access own orders for POD -->
    <record id="rule_sale_order_sales_rep_portal" model="ir.rule">
        <field name="name">Sales Rep Portal: Own Orders</field>
        <field name="model_id" ref="sale.model_sale_order"/>
        <field name="domain_force">[('user_id', '=', user.id)]</field>
        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
        <field name="perm_read" eval="True"/>
        <field name="perm_write" eval="True"/>
        <field name="perm_create" eval="False"/>
        <field name="perm_unlink" eval="False"/>
    </record>

</odoo>