This update enhances the user experience by ensuring that POS categories are consistently accessible throughout the Point of Sale interface. Previously, categories were hidden, making it less convenient for users to manage products. This change improves workflow efficiency and simplifies product organization within the POS system.

POS categories should be accessible at all times.

Back-port of: fd30d8220c7bb6a399aa18654322a20b53ddd76c Task-3673139

Description of the issue/feature this PR addresses:

Current behavior before PR:

Desired behavior after PR is merged:




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New spreadsheet dashboards are no longer shown automatically in the main dashboard view while they are still being prepared. Users can now publish a dashboard when it is ready, reducing the risk of unfinished dashboards being seen by the wider team.

While you are creating a new dashboard, you don't want that dashboard to be visible on the main dashboard view because it's a work in progress.

With this commit, we add a boolean field to publish the dashboard to the main action. It's not published by default.

Task: 3640421

Point of Sale users can now choose from predefined internal notes in the note popup, making order preparation instructions faster and more consistent. Notes are displayed as separate pill-style options instead of a single line, improving readability and ease of use.

- Added a predefined note model
- Added these notes on toggle buttons on the internal note popup window
- Instead of having all notes on one line we now have them as seperated pills

TASK-ID: 3764484
Community: https://github.com/odoo/odoo/pull/156664

Activity Plan screens are easier to use on smaller devices thanks to mobile-friendly kanban views. The update also improves guidance shown to users when setting up activity plans, helping teams get started more quickly.

To improve usability on small device, we add the kanban view for them (only) in the following view:
- mail.activity.plan
- mail.activity.template
- mail.activity.type

We also the following improvement:
- improve the action helper for the plan (unfortunately the help is duplicated for each action)

Task-3639909

Spreadsheet users can now adjust pivot table row and column groupings directly from the side panel. This makes spreadsheet analysis more flexible and removes an unused refresh button from pivot, list, and chart panels to simplify the interface.

This improvement adds the ability to use the Send & Print feature with only specific options enabled, while automatically disabling all others. Previously, unchecked options would revert to their default computed values. This gives users more precise control over which actions are performed when sending and printing documents.

…en options

Add the possibility to call the send & print with *only* a set of options. All other checkboxes are therefore set to False, instead of their default computed value.

This update prevents users from accidentally uninstalling the Mexican Electronic Invoice (EDI) module through the settings interface. By restricting this action, the system ensures that critical Mexican tax compliance functionality remains active and cannot be disabled unintentionally, protecting your business from compliance issues.

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Forward-Port-Of: odoo/odoo#157439

This improvement allows locked purchase orders to be matched with OCR-scanned invoices. Previously, locked POs could not be matched during the invoice processing workflow. This enhancement streamlines the invoice matching process by removing this restriction, making it easier to process invoices against locked purchase orders without manual intervention.

This change allows for locked purchase orders to be matched with OCR

Task: 3798080

Forward-Port-Of: odoo/odoo#157485
Forward-Port-Of: odoo/odoo#157386

This update improves the Send & Print feature by allowing users to select only specific options they want to use, with all other options automatically disabled. Previously, unselected options would use default computed values, which could lead to unintended actions. This gives users more precise control over document sending and printing behavior.

…en options

Add the possibility to call the send & print with *only* a set of options. All other checkboxes are therefore set to False, instead of their default computed value.