Several payroll, accounting report, and web export areas were updated to use newer CSV handling behind the scenes. This reduces future maintenance risk and improves portability across server environments without changing the day-to-day user experience.

The documents-to-dashboard modal now shows placeholder guidance for choosing a dashboard section. This helps users understand what to select and reduces confusion when adding document content to dashboards.

Added a placeholder for the dashboard section in the modal template to guide users in selecting a section.

Task: 3918035

Vendor bill lines created from OCR imports are now marked as imported so later product changes do not overwrite their captured prices and taxes. This helps preserve invoice data extracted from documents and avoids unexpected recalculations during bill review.

When changing the product on the vendor bill line, the price and taxes are recomputed. The corresponding community PR uses a flag to disable the computation for lines that have been imported. Since the OCR feature writes the lines later, the flag is set explicitly on created lines.

Task-3837975

Adds a clear connection status for IoT boxes using websockets, making it easier to see whether a box is actively connected. This helps teams diagnose report printing issues faster without digging into technical connection details.

Before this PR, there was no easy way to identify if an IoT box was connected with a websocket, potentially making debugging report printing difficult.

This PR adds an `is_websocket_active` field to the IoT box model, which defaults to False but is set to True when it subscribes to the websocket. If the websocket is closed by Odoo, it is set to False again.

Community PR: https://github.com/odoo/odoo/pull/173286
Task ID: 4045291

Payslips can now show year-to-date totals for each payment and deduction, making it easier for employees and payroll teams to understand cumulative earnings and deductions during the year. Payroll administrators can choose when these totals reset and control whether they appear by payroll structure type or individual salary rule.

The "Year to Date" (YTD) field shows the accumulated total of each payment/deduction of the current year in the payslip (in a YTD column).

The reset date of the YTD is customizable.
YTD can be toggled on the structure type scale, and also on each single rule.

task-4001255

The expense app’s “Try Sample Receipt” option is now available regardless of a user’s access rights, making the onboarding experience more consistent. Tour instruction text was also updated to make the guided experience clearer for users.

* `Try Sample Receipt` button is available whatever the access rights.
* Modify some text in tours instructions.

task-3859580

Odoo PR: https://github.com/odoo/odoo/pull/164373

The accounting dashboard no longer shows separate expense-related warnings because the same journal entries are already covered by vendor bill warnings. This reduces duplicate alerts and helps accounting users focus on the most relevant dashboard items.

This commit remove the warnings we have on the accounting dashboard, as the journals entries are already included in the vendor bills warnings.

task:3877069