This update adds new dashboard views for Helpdesk and Recruitment, giving teams easier access to key operational and hiring metrics. It also refreshes the employee dashboard and reorganizes the Human Resources dashboard grouping so related reports are easier to find.

This update removes now-unneeded internal declarations from several Odoo Enterprise apps because the platform handles them automatically. There is no expected change for end users, but it simplifies maintenance and reduces the chance of future inconsistencies.

\* = approvals, documents, sign, voip

Inverses of identifying fields are now automatically causal. This commit therefore removes the unnecessary declarations of `isCausal: true` from the code.

Task-2741402
Community: https://github.com/odoo/odoo/pull/100119

Appraisal goal assignment notifications were updated to be easier for users to understand. This helps employees and managers quickly recognize why they received a notification and what document needs their attention.

Ease the understanding of the notifications sent when users are assigned to a document.

Task-2801600

This update reorganizes how XML templates are registered across many Odoo Enterprise apps by declaring them directly in each app manifest. The change aligns Enterprise with the community platform refactoring and should make template loading more consistent, with little direct impact on day-to-day users.

Adapt all manifest, split some XML file and update JavaScript files.

Appointment types and helpdesk teams now show follower management as a simple tag field instead of an empty message area. This makes it easier for users to add people who should receive updates, including default notifications for new helpdesk tickets.

Replaces the empty chatter in appointment.type
by a m2m_tags field to allow managing followers of the type.

Task-2804888
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I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr

Several pop-up windows in Appointment, Knowledge, and Marketing Automation now open at a medium size. This makes actions like sharing appointment links, inviting people, moving articles, and launching test campaigns feel more focused and easier to use.

With this PR, size of the following wizards are reduced to 'medium':

1. Launch a test (Marketing Automation)
2. Move an article (Knowledge)
3. Invite people (Knowledge)
4. Share Link (Appointment)

taskID- 2701035

Spreadsheet users can now apply global filters for the last 90 days or last 180 days. This makes it easier to analyze recent business activity over common quarterly and half-year periods without manually setting date ranges.

Add a relative global filter for the last 90 days, and one for the last
180 days.

Odoo task [2968572](https://www.odoo.com/web#id=2968572&cids=1&menu_id=4720&action=333&active_id=2328&model=project.task&view_type=form)

The Planning app is simplified by removing planning slot tags and the separate planning calendar module, while adding clearer role-based planning for material resources. Managers also gain quicker access to employees from Planning and more practical default shift hours on non-working days, making scheduling easier.

This commit removes the tags from the planning slots and adds a role field
to the material resource. The objective is to fulfill some specific use
case. e.g. : you need 2 cranes for your construction. You can create open
shifts for the two following roles: crane 1 and crane 2.

We remove the planning_calendar module which was done as part of task 2972953.
This change was made as part of the general effort to simplify the planning app
and improving its user friendliness.

This commit adds a menu option under the "Configuration" option that redirects
the user to the employees kanban/list view.

This change will allow the user to view the employees straight from the planning
app, further increasing efficiency and ease of use.

This commit changes the defaults hours that are printed in the shift form view
from 00:00-23:59 to 09:00-17:00 which are the standard working hours.
This only applies to non-working days, where the employee who is to be assigned
a shift does not have standard working hours.

This change should make it easier for managers to assign shifts on non-working days.

It also rewords a few onboarding tours to be more accurate

Co-Authored-by: Panagiotis Kyriakou <paky@odoo.com>

task-2972953

Helpdesk now includes a setting to turn off the properties field on support tickets. This gives businesses more control over ticket forms and helps keep the support workflow simpler when custom properties are not needed.

Purpose
=======
Add a setting to disable the properties field on tickets.

Task-2965523

This update adds an explanatory note in the spreadsheet edition code about a previous graph-related adjustment. It helps future maintainers understand why the change exists, reducing the chance of accidental regressions without changing user-facing behavior.

Following 47173f10cc4f8fbe4c4bd6f862a19903e6400193, a little comment to explain why we did this patch could be useful.

The field service guided walkthrough was adjusted so it no longer selects a temporary loading item while waiting for search results. This reduces random failures during automated checks and helps keep quality validation stable.

Prior to this commit, some of the `trigger` on a many2one field where made on `ul.ui-autocomplete > li:first-child > a` which could lead to clicking on the loading if the rpc was not yet finished.

This commit ensure that the `loading` is not taken by the tour.

Time Off Officers can now complete the second approval of leave requests without running into payroll permission errors. This makes the approval workflow smoother when leave approvals require payslip recalculations in the background.

As part of https://github.com/odoo/odoo/pull/99496, buttons to approve were made available in the Time Off tree view.
However, the validate button requires to recompute payslips. The Time Off officer has no right to do it so it was giving an error.

This commit fixes the access right to allow the Time Off Officer to do a second approval of the leaves.

task-2939201

When a Chilean company has no shared certificate, automated invoice sending and status checks can fail. This change adds clear warnings so users know to handle the affected steps manually and understand when receipt acknowledgements were not sent.

Previous to this PR:
If there is no shared certificate in the company the cronjobs that send invoices and check invoices in the SII don't work because they don't count with a valid certificate to operate.
This occurs for a few installations where the users own a certificate for each of them.

After this PR
Added warning msgs for lack of shared certificate inviting to make the send and ask manually. 

![Captura de Pantalla 2022-07-25 a la(s) 11 57 20](https://user-images.githubusercontent.com/382893/180824647-19e98c9e-2de8-4d11-af54-cb7626c0604b.png)

Also advising that the receipt acknowledgment has not been sent due to lack of this shared certificate.

![Captura de Pantalla 2022-07-25 a la(s) 11 57 38](https://user-images.githubusercontent.com/382893/180824749-78723905-18ef-4844-b202-9da9ebcef4e0.png)

Field service product kanban cards now refresh their progress bars correctly after a record is changed. This prevents misleading status information and removes an unusable “Load more” button that could appear after updates.

This commit addresses 2 issues in kanban views with progress bars:

1) When updating the field on which the progress bars are computed in a record, an inert "Load more" button would appear

2) After updating said value, the progress bars would not be recomputed

Both of these problems have been fixed.

Community PR: https://github.com/odoo/odoo/pull/99748

Delivery guides in the Chilean electronic invoicing stock module now automatically include the purchase order date in the reference when available. This improves document completeness and helps customers match deliveries with their orders more easily.

Provided we have the proposed change in https://github.com/odoo/odoo/pull/98311

Now we can add the PO date automatically in the delivery guide reference.

This fix corrects the spacing of HTML fields in form views after an underlying page structure change. It removes an outdated margin rule so forms display more consistently and look properly aligned for users.

This commit fixes the style of the HtmlField in form views. Since the DOM has changed, the style was
misaligned in form views and this margin rule is no longer necessary to display the field as intended.

This update improves subscription follow-up behavior by ensuring the next invoice date is correctly set when an order is confirmed through payment. It also prevents unsuitable hourly or daily recurrence options and allows temporal recurrence settings to be archived, helping teams keep billing schedules cleaner and more reliable.

taskid: 2977907

A styling issue in the manufacturing work order tablet view was corrected so its layout rules apply only where intended. This prevents unintended visual changes elsewhere in the system, keeping the broader backend interface consistent.

Commit 1a6abc7310 introduce scss rules for the tablet view but some was global on all the backend bundle. This commit put them at the good place only for the tablet

Spreadsheet template functionality has been consolidated into the Enterprise documents spreadsheet module, aligning the code with where the feature is offered. The change also fixes an issue that could prevent creating a template from spreadsheets containing pivot tables with column grouping.

Spreadsheet template feature is a feature enterprise but some part of the code is located in community following a split in the modules.
The code is moved where it belongs.

The spreadsheet template area has been cleaned up by removing an older list view and consolidating related test journeys. This reduces maintenance complexity and helps keep the template experience more consistent across Documents, Accounting, and CRM spreadsheet features.

When generating SEPA Credit Transfer XML files, currently there is no validation check on BIC codes. This leads to files generated being rejected by banks afterwards as the BIC code must fulfill the XSD requirements. The purpose of this commit is to add that requirement at the generation of the file, so the customer can understand and fix it himself. opw-2916496 opw-2871778 Forward-Port-Of: odoo/enterprise#31311 Forward-Port-Of: odoo/enterprise#29457

When generating SEPA Credit Transfer XML files, currently there is no
validation check on BIC codes. This leads to files generated being
rejected by banks afterwards as the BIC code must fulfill the XSD
requirements. The purpose of this commit is to add that requirement at
the generation of the file, so the customer can understand and fix it
himself.

opw-2916496
opw-2871778

Forward-Port-Of: odoo/enterprise#31311
Forward-Port-Of: odoo/enterprise#29457

Currently in sign the edit while signing button appears in tablets, however we don't support drag/drop for tablets due to the way jquery UI handles touch events. This commit hides the button in mobile devices (tablet and smartphone). task-2937016 Forward-Port-Of: odoo/enterprise#30414

Currently in sign the edit while signing button appears in tablets, however we
don't support drag/drop for tablets due to the way jquery UI handles touch
events. This commit hides the button in mobile devices (tablet and smartphone).

task-2937016

Forward-Port-Of: odoo/enterprise#30414