Spreadsheet users can now apply global filters to Odoo graph charts, keeping charts aligned with the same filtering controls used elsewhere in a spreadsheet. This makes reporting easier and more consistent when teams need to analyze chart data by period, customer, salesperson, or other shared criteria.

Spreadsheet pivot tables now show missing grouping values as "None" instead of "(Undefined)", matching the behavior users see elsewhere in Odoo. This makes pivot reports easier to read and keeps spreadsheet reporting terminology consistent across the product.

Task  2800964

Users can now download the current session's sales report directly from the point-of-sale closing popup using a download icon. This makes a commonly used report easier to access and removes Sweden-specific customization that is now handled more generally.

In this commit we make it possible for a user to
download the Sales Report of the current session
by clicking at the "download" icon at the lower
right corner of the closing pos popup.

This is a commonly used feature. So it will
result at a more pleasant UX if we expose
it from the front-end.

The overriding of the function `_get_report_values`
in this localisation module is no longer needed
since a more general approach is followed at the base
module (point_of_sale). For this reason we delete it.

task-2755384

Subscription permissions now use the standard Sales roles instead of separate subscription-specific groups. This makes user access easier to manage and keeps subscription permissions aligned with the broader sales workflow.

- Replace the use of `group_sale_subscription_manager` by
sale's `group_sale_manager`
- Replace the use of `group_sale_subscription_view` by
sale's `group_sale_salesman`

taskid-2857425

The Documents app has been updated to use a newer internal approach for sharing common behavior across its views. This modernizes the code behind document lists and kanban views, making future maintenance easier without changing day-to-day user workflows.

Prior to this commit mixins in documents where done using the `patch`
function which is a bit archaic.
We now use a more modern approach for this.

TaskId-2930789

A small internal dependency for the Enterprise settings page was moved to the correct location. This helps ensure the settings interface loads reliably and stays aligned with related platform changes.

linked to 74609ea390b910cfe487556f61a276c7c8e0dd96

Bank reconciliation lines with extra notes now expand or collapse when selected, making the note visible at the right time. This helps users review important statement details without missing context during reconciliation.

When there is an extra note on a statement line and the user clicks on this line, we have to fold/unfold the statement line to display the extra note.

Customers using a portal access link can now complete payment for a sales order even when they do not have broader editing permissions. The change aligns subscription payment access checks with standard portal behavior, reducing failed payments and support issues.

…assignment

If you access (and pay) for a SO with the portal access token, but you don't have
generic write rights on it, the token assignment step will raise.

This commit (and its community counterpart) make sure the assign_token route
follows the generic behavior of portal routes, relying on
_document_check_access to make sure the user is allowed to access (& edit)
the record.

Community PR: https://github.com/odoo/odoo/pull/94020

The barcode app no longer errors when opening a batch that contains transfers linked to different partners. This helps warehouse teams process mixed batches more reliably without interruption.

Fixes an error thrown if a batch with pickings related to different partners
is accessed from the barcode app.

Task ID: 2871679

Several Odoo Enterprise views were adjusted to stay compatible with a related layout system change in the core platform. This helps dashboard, cohort, and map views continue displaying correctly after the underlying update.

This commit is the counter part of odoo/odoo#96818

Worksheet templates now use the correct field information when being generated, preventing missing or incorrect template content. Related field service tests were updated to confirm that portal worksheet content appears as expected when reporting features are installed.

Prior to this commit and since odoo/enterprise#23783, the templates were
no more correctly generated since fields info were no more retrieved as
`field_name` was passed as a string rather than its value.

This commit fixes that issue.

The enterprise settings page has been updated behind the scenes to use Odoo's newer interface framework. This should preserve the same user experience while making the page easier to maintain and evolve in future releases.

This update reorganizes spreadsheet components so dashboard features can be added more cleanly later. It separates document-specific options like favorites from shared spreadsheet collaboration and filter controls, reducing duplication and making future dashboard work easier to deliver.

Several commits or reorganization before the introduction of dashboards

The online appointment board styling was adjusted to stay aligned with Odoo's newer kanban view framework. This keeps the appointment management screen visually consistent and helps avoid display issues after the interface update.

This commit makes some adaptation in the scss of the online appointment
kanban view with respect to the introduction of the owl kanban view.

This update improves internal automated tests for the Documents area so they better match how users actually edit text fields. It helps catch issues more accurately without changing how customers use the product.

In this commit, we improve some tests by making them use the util
function "editInput". Indeed those tests were incorrectly reflecting
the edition of an input: normally, change the value of an input should
trigger an "input" event.

This commit allows the partner to be editted even when multiple records are selected in the documents inspector. The feature was already present but only enabled for `owner_id`. TaskId-2929656 Forward-Port-Of: odoo/enterprise#29888 Forward-Port-Of: odoo/enterprise#29840

This commit allows the partner to be editted even when multiple records
are selected in the documents inspector.
The feature was already present but only enabled for `owner_id`.

TaskId-2929656

Forward-Port-Of: odoo/enterprise#29888
Forward-Port-Of: odoo/enterprise#29840

The odoofin proxy now returns the currency code of the accounts along other information. As we are using the data from the proxy to create the online sync, and that we do not have a currency_code field for the moment, it will be ignored until master. In master, a change in the wizard will require the currency code which will then have its own field. Task id #2930451 Forward-Port-Of: odoo/enterprise#29861

The odoofin proxy now returns the currency code of the accounts along
other information. As we are using the data from the proxy to create
the online sync, and that we do not have a currency_code field for the
moment, it will be ignored until master.
In master, a change in the wizard will require the currency code which
will then have its own field.

Task id #2930451

Forward-Port-Of: odoo/enterprise#29861

Foward port from https://github.com/odoo/enterprise/pull/29453 missed including the refactoring from https://github.com/odoo/odoo/commit/39ae77794606f8d63953fe748dd2430c73b342e6 so we add it here Forward-Port-Of: odoo/enterprise#29847 Forward-Port-Of: odoo/enterprise#29838

Foward port from https://github.com/odoo/enterprise/pull/29453 missed including the refactoring from
https://github.com/odoo/odoo/commit/39ae77794606f8d63953fe748dd2430c73b342e6 so we add it here

Forward-Port-Of: odoo/enterprise#29847
Forward-Port-Of: odoo/enterprise#29838

`website_sale_renting` introduced a change to dynamic snippet that unfortunately was not correct, causing a branch to be reached with the wrong records that could cause crashes and invalid data displayed in the snippets. This commit fixes the t-if in the override to respect the previous condition. TaskId-2925458 Forward-Port-Of: odoo/enterprise#29856

`website_sale_renting` introduced a change to dynamic snippet that
unfortunately was not correct, causing a branch to be reached with the
wrong records that could cause crashes and invalid data displayed in the
snippets.
This commit fixes the t-if in the override to respect the previous
condition.

TaskId-2925458

Forward-Port-Of: odoo/enterprise#29856

Purpose: ======== When you have no articles, the kebab menu is shown in the toolbar. Cliking on the "duplicate" button in this menu will show traceback. Fix: ==== The kebab menu is now hidden when there are no articles, like the share and invite buttons. Task-2925439 Forward-Port-Of: odoo/enterprise#29827

Purpose:
========
When you have no articles, the kebab menu is shown in the toolbar.
Cliking on the "duplicate" button in this menu will show traceback.

Fix:
====
The kebab menu is now hidden when there are no articles, like the
share and invite buttons.

Task-2925439

Forward-Port-Of: odoo/enterprise#29827

When viewing documents via the My Profile > Documents button or via the Partner > Documents button, a filter is applied on the Documents kanban view. The user can in fact delete that filter to potentially see more file to which he shouldn't have access to. Step to reproduce the issue: 1) Install Documents and HR Documents modules 2) Once logged in go to My Profile > Documents and remove the filter You can see file which you should not have access to via this view. Solution: The solut

When viewing documents via the My Profile > Documents button or via the
Partner > Documents button, a filter is applied on the Documents kanban view.
The user can in fact delete that filter to potentially see more file to which
he shouldn't have access to.

Step to reproduce the issue:
1) Install Documents and HR Documents modules
2) Once logged in go to My Profile > Documents and remove the filter
You can see file which you should not have access to via this view.

Solution: The solution is pretty simple. Instead of filtering the documents
via the Filter field we can simply filter the documents via the domain field.
This prevents the user from removing the field (as there are none).

*: documents_hr

opw-2858140

Forward-Port-Of: odoo/enterprise#29834
Forward-Port-Of: odoo/enterprise#28374

This PR fixes several bugs from the disallowed expenses report: 1. Fix a rounding error that lead to inconsistent reports. Values were sometimes being hidden when they should not have, e.g. 56,000001 != 56,0. 2. Fix vehicle split. Without this fix, the report values were wrong when the vehicle split was not selected. The query would only select elements without vehicle_id, which is wrong. Those values must be included in the report, just not split. 3. Fix unfold. The way

This PR fixes several bugs from the disallowed expenses report:

1. Fix a rounding error that lead to inconsistent reports.

Values were sometimes being hidden when they should not have,
e.g. 56,000001 != 56,0.

2. Fix vehicle split.

Without this fix, the report values were wrong when the
vehicle split was not selected.

The query would only select elements without vehicle_id,
which is wrong. Those values must be included in the report,
just not split.

3. Fix unfold.

The way lines were generated before could lead to inconsistencies
when a line had a rate set both on the vehicle and the account.

This in turn, lead to folding/unfolding issues because several
lines could end up having the same id.

It appeared that these problems could be resolved simply by
determining the correct rate to use ('account_rate' vs 'fleet_rate')
before handling the lines, and using that same rate everywhere afterwards.

4. Fix indentation.

Vehicle rate lines used to have a level 4, while account
rate lines were level 3.

This caused indentation problems when we were in a case with
`multiple_rates_in_period`, because all the rate lines
(vehicle and account) were grouped under one account line (level 2).

This fixes that issue.

5. Add a test.

--------------------------
opw-2880154

Forward-Port-Of: odoo/enterprise#28937