This update streamlines how several Odoo apps manage internal data needed to identify records in the interface. It helps make approvals, documents, mail, signing, and VoIP interactions more consistent and reliable without changing normal user workflows.

Task-2955910.
\* = approvals, documents, mail_enterprise, sign

Community: odoo/odoo#98283

Odoo’s accounting reconciliation tools now better handle cash discount scenarios based on the latest discount settings. This helps finance teams reconcile payments more accurately and reduces manual adjustments when discounts are applied.

description to come
See https://github.com/odoo/odoo/pull/94050

Updates in Documents and Mail Enterprise now assume a replacement action when no specific command is provided. This makes field updates more consistent and removes the need to repeatedly specify the same replace instruction.

\* documents, mail_enterprise

**Current behavior before PR:**

A `replace` command should be default while updating a field.

**Desired behavior after PR is merged:**

- If no command is passed while updating a field, add a `replace` command as
default.
- Remove all the existing occurrences of `replace` command.

Task-2851488

I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr

The banner shown while testing appraisal surveys now uses wording consistent with the standard survey experience. This reduces confusion for users switching back to edit mode and keeps messaging uniform across survey flows.

PURPOSE:
Change the wording of the banner shown when a user tests a survey,
that allows to go back in edit mode, so that it matches the one shown
when the hr_appraisal_survey module is not installed.

Task-2794884

This update streamlines how several Odoo apps identify internal records, replacing a more rigid setup with a simpler approach. It should make future customizations and extensions easier while keeping the change mostly behind the scenes for users.

* = approvals, documents, mail_enterprise, sign, voip

This simplifies definition and overrides and opens up new identification
opportunities.

Part of task-2741982

https://github.com/odoo/odoo/pull/98166

The Quality app's tablet image field is being modernized to use Odoo's newer interface framework. This should help keep the tablet experience maintainable and reliable, with basic tests added to confirm expected behavior, though the pull request is marked as not ready for review yet.

This PR is not yet ready. Be aware that I started working on the conversion of the widget tablet_image.

I'll ping you when the PR is ready for review

The Knowledge editor now uses clearer confirmation messages so users better understand what will happen before they take an action. The sharing panel also receives a visual refresh, making the interface more polished and easier to use.

This PR introduces minor changes regarding the wording and the design of the editor view of Knowledge. The new wording of the confirmation dialogs will give more indication of the effect of the action the user issued. The new design of the share panel will simply make the interface look prettier.

task-2893088

Users can now open the related business record directly by clicking a list item in spreadsheet dashboard mode. This makes spreadsheet dashboards easier to explore and aligns list item behavior with the existing “See record” action.

TODO