The timesheet experience is improved with clearer reporting options, including new measures in the timesheet and attendance report. Timesheet managers can also make necessary changes to invoiced timesheets, helping teams correct records more easily and manage time data with less friction.

So in this PR improve the form view, filter and report and
some feature usability.

Purpose of this PR to improve the generic UX of the timesheet app.

- Add the measures in the timesheet/attendance report.
- Currently, the timesheet manager cannot modify the invoiced timesheet. Will be able to now.

task-2782768

This update improves the Project app experience by making reporting, search, task details, and settings easier to use. It also adds convenient email and SMS actions for projects and tasks, helping teams communicate faster from their project records.

Purpose of this PR to improve generic usage of project
app.

So, in this PR done following changes:
- added group by assigned to under reporting -> customer ratings
- In quick search, changed "rated rated" operator to "assigned to" under
project.project search view
- removed rating_status field from project > configuration > settings > customer
ratings
- switched the 'timesheets' and 'planning' features from place from
project > configuration > settings
- In project.task  extra info notebook:
   - Added the 'parent task' field above the 'analytic account' field
   - Added the 'company' field above the 'sequence' field
- changed toast notification in project.task gantt view
- added send mail and sms action in project.project and project.task
list and form view

task-2806292

Description of the issue/feature this PR addresses:

Current behavior before PR:

Desired behavior after PR is merged:




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CRM leads now automatically inherit the company associated with the selected customer. This helps sales teams keep lead ownership and company context consistent in multi-company setups, reducing manual corrections and reporting errors.

The live chat experience is updated with a clearer button view and chatbot-related behavior for website visitors. This helps businesses present automated chat interactions more consistently and makes it easier for customers to start conversations online.

*: website_livechat

Task-2888356

The live chat experience is being updated with a clearer structure for how the chat button is displayed and controlled on websites. This should make live chat behavior more consistent and easier to maintain, helping visitors access support more reliably.

*: website_livechat

Task-2888310

The live chat experience now better manages chatbot redirection, helping visitors transition more smoothly during automated chat flows. This reduces confusion in customer conversations and supports a more reliable online support experience.

Task-2883215

The live chat components have been updated to use a newer button view structure across live chat and website live chat. This should make the chat entry point more consistent and easier to maintain, supporting a smoother experience for website visitors and chat operators.

Task-2883259

The live chat experience has been improved by better managing the chat button view and customer typing timeout behavior. This helps make conversations feel smoother and more responsive for website visitors and support teams.

Task-2888539

The live chat button has been updated to better manage how visitors start and return to chat conversations. This should make the website chat experience smoother and more consistent for customers.

Task-2883232

Live chat now carries clearer server information through the website chat flow, including chatbot-related messages. This helps route conversations more reliably and supports a smoother visitor support experience.

Task-2883609

The live chat experience has been updated to better manage the chat button and message flow on websites. This should make customer conversations smoother and more reliable, especially when automated chatbot interactions are involved.

Task-2883579

This update improves how the website live chat button and chatbot welcome messages are handled. It helps make the live chat experience smoother and more consistent for visitors when starting a conversation.

Task-2888558

Documents processed with OCR now keep the extracted text so it can be found through the Documents indexed content search. This helps users reuse information already captured during invoice scanning and makes previously scanned documents easier to locate.

At this point in time, we don't allow the user to search on the content of a document that went through the OCR, despite the fact that at one point we actually had the detail of its inner content. This leads to a situation where we created some value by extracting all the text, and if it was stored we could exploit it in the Documents search.

Now, when a document went through OCR, we store a basic extraction of the text that is returned by the OCR, and make it searchable via the "Indexed content" search in Documents.
The full text annotation is stored inside the JSON file that is being already sent to the client side.

Users can now organize the main Documents view by contact, owner, or document type. This makes it faster to find related files and review document collections without manually scanning the list.

**PURPOSE**

The purpose is to allow the user to quickly sort the documents based on their
contact, owner, type in Documents module.

**SPECIFICATION**

Adding a Group By option on the main view of the module by giving default groups
(contact, owner, type). This will work more efficientely.

Task-2587414

Timesheet users get clearer searches, better email formatting, and easier mobile grid views that open by day by default. Managers can also return validated billable timesheets to draft, and the timesheet planning analysis report is now available from the Timesheets app where users expect it.

Purpose of this PR to improve the generic UX of timesheet app.

So, in this PR done following changes:
- improve the search view, mail template and some feature usability.
- Currently, the timesheet manager cannot move validated and billable timesheets to the
draft stage. Will be able to now.
- ignore grid_range context from action for mobile device and add first(day) range as
default range for the mobile device.
- Move the 'timesheets and planning analysis' report from project to timesheet app.


task-2782768