[IMP] helpdesk: update receiving tickets

Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>

Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>

Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>

Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

.tx/config

@@ -1,63 +1,122 @@
 [main]
 host = https://www.transifex.com
 
-[o:odoo:p:odoo-16-doc:r:administration]
-file_filter = locale/<lang>/LC_MESSAGES/administration.po
-source_file = locale/sources/administration.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:administration]
+file_filter            = locale/<lang>/LC_MESSAGES/administration.po
+source_file            = locale/sources/administration.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = administration
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:applications]
-file_filter = locale/<lang>/LC_MESSAGES/applications.po
-source_file = locale/sources/applications.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:applications]
+file_filter            = locale/<lang>/LC_MESSAGES/applications.po
+source_file            = locale/sources/applications.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = applications
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:finance]
-file_filter = locale/<lang>/LC_MESSAGES/finance.po
-source_file = locale/sources/finance.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:finance]
+file_filter            = locale/<lang>/LC_MESSAGES/finance.po
+source_file            = locale/sources/finance.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = finance
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:general]
-file_filter = locale/<lang>/LC_MESSAGES/general.po
-source_file = locale/sources/general.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:general]
+file_filter            = locale/<lang>/LC_MESSAGES/general.po
+source_file            = locale/sources/general.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = general
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:index]
-file_filter = locale/<lang>/LC_MESSAGES/index.po
-source_file = locale/sources/index.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:index]
+file_filter            = locale/<lang>/LC_MESSAGES/index.po
+source_file            = locale/sources/index.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = index
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:inventory_and_mrp]
-file_filter = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
-source_file = locale/sources/inventory_and_mrp.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:inventory_and_mrp]
+file_filter            = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
+source_file            = locale/sources/inventory_and_mrp.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = inventory_and_mrp
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:marketing]
-file_filter = locale/<lang>/LC_MESSAGES/marketing.po
-source_file = locale/sources/marketing.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:marketing]
+file_filter            = locale/<lang>/LC_MESSAGES/marketing.po
+source_file            = locale/sources/marketing.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = marketing
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:productivity]
-file_filter = locale/<lang>/LC_MESSAGES/productivity.po
-source_file = locale/sources/productivity.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:productivity]
+file_filter            = locale/<lang>/LC_MESSAGES/productivity.po
+source_file            = locale/sources/productivity.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = productivity
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:sales]
-file_filter = locale/<lang>/LC_MESSAGES/sales.po
-source_file = locale/sources/sales.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:sales]
+file_filter            = locale/<lang>/LC_MESSAGES/sales.po
+source_file            = locale/sources/sales.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = sales
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:services]
-file_filter = locale/<lang>/LC_MESSAGES/services.po
-source_file = locale/sources/services.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:services]
+file_filter            = locale/<lang>/LC_MESSAGES/services.po
+source_file            = locale/sources/services.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = services
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:user_settings]
-file_filter = locale/<lang>/LC_MESSAGES/settings.po
-source_file = locale/sources/settings.pot
-source_lang = en
-
-[o:odoo:p:odoo-16-doc:r:websites]
-file_filter = locale/<lang>/LC_MESSAGES/websites.po
-source_file = locale/sources/websites.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:user_settings]
+file_filter            = locale/<lang>/LC_MESSAGES/settings.po
+source_file            = locale/sources/settings.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = settings
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
+[o:odoo:p:odoo-17-doc:r:websites]
+file_filter            = locale/<lang>/LC_MESSAGES/websites.po
+source_file            = locale/sources/websites.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = websites
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en

COPYRIGHT

@@ -0,0 +1,13 @@
+Most of the files are
+
+  Copyright (c) 2004-2023 Odoo S.A.
+
+Some files may also contain contributions from third
+parties. In this case the original copyright of
+the contributions can be traced through the
+history of the source version control system.
+
+When that is not the case, the files contain a prominent
+notice stating the original copyright and applicable
+license, or come with their own dedicated COPYRIGHT
+and/or LICENSE file.

LICENSE

@@ -0,0 +1,428 @@
+Attribution-ShareAlike 4.0 International
+
+=======================================================================
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+Creative Commons Corporation ("Creative Commons") is not a law firm and
+does not provide legal services or legal advice. Distribution of
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+=======================================================================
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+

Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/17.0
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
@@ -84,5 +84,15 @@ static: $(HTML_BUILD_DIR)/_static/style.css
 	cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
 	cp -r static/* $(HTML_BUILD_DIR)/_static/
 
+# Called by runbot for the ci/documentation_guideline check.
 test:
-	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer $(SOURCE_DIR)/services redirects
+	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer redirects
+
+# Similar as `test`, but called only manually by content reviewers to trigger extra checks.
+review:
+	@read -p "Enter relative content path: " path; read -p "Enter max line length (default: 100): " line_length; \
+	if [ -z "$$path" ]; then echo "Error: Path cannot be empty"; exit 1; fi; \
+	if echo $$path | grep -q 'content/'; then path=`echo $$path | sed 's|content/||'`; fi; \
+	if [ -z "$$line_length" ]; then line_length=100; fi; \
+	export REVIEW=1; \
+	python tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path

conf.py

@@ -22,7 +22,7 @@ copyright = 'Odoo S.A.'
 # `version` is the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
 # `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
-version = release = 'master'
+version = release = '17.0'
 
 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -195,7 +195,7 @@ todo_include_todos = False
 intersphinx_mapping = {
     'pillow': ('https://pillow.readthedocs.io/en/stable/', None),
     'python': ('https://docs.python.org/3/', None),
-    'werkzeug': ('https://werkzeug.palletsprojects.com/en/1.0.x/', None),
+    'werkzeug': ('https://werkzeug.palletsprojects.com/en/2.3.x/', None),
 }
 
 github_user = 'odoo'
@@ -213,13 +213,16 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    'saas-17.1': "Odoo Online",
+    '17.0': "Odoo 17",
+    'saas-16.4': "Odoo Online",
+    'saas-16.3': "Odoo Online",
     'saas-16.2': "Odoo Online",
     'saas-16.1': "Odoo Online",
     '16.0': "Odoo 16",
     'saas-15.2': "Odoo Online",
     '15.0': "Odoo 15",
     '14.0': "Odoo 14",
-    '13.0': "Odoo 13",
 }
 
 # The language names that should be shown in the language switcher, if the config option `languages`
@@ -312,18 +315,25 @@ latex_documents = [
 
     ('legal/terms/i18n/enterprise_tex_de', 'odoo_enterprise_agreement_de.tex',
      'Odoo Enterprise Subscription Agreement (DE)', '', 'howto'),
+    ('legal/terms/i18n/terms_of_sale_de', 'terms_of_sale_de.tex',
+     'Allgemeine Verkaufsbedingungen Odoo', '', 'howto'),
 
     ('legal/terms/i18n/enterprise_tex_es', 'odoo_enterprise_agreement_es.tex',
      'Odoo Enterprise Subscription Agreement (ES)', '', 'howto'),
     ('legal/terms/i18n/partnership_tex_es',
      'odoo_partnership_agreement_es.tex', 'Odoo Partnership Agreement (ES)', '', 'howto'),
+    ('legal/terms/i18n/terms_of_sale_es', 'terms_of_sale_es.tex',
+     'Términos Generales de Venta Odoo', '', 'howto'),
+
+    ('legal/terms/i18n/enterprise_tex_pt_BR', 'odoo_enterprise_agreement_pt_BR.tex',
+     'Odoo Enterprise Subscription Agreement (PT)', '', 'howto'),
 ]
 
 # List of languages that have legal translations (excluding EN). The keys must be in
 # `languages_names`. These translations will have a link to their versions of the legal
 # contracts, instead of the default EN one. The main legal documents are not part of the
 # translations since they have legal meaning.
-legal_translations = ['de', 'es', 'fr', 'nl']
+legal_translations = ['de', 'es', 'fr', 'nl', 'pt_BR']
 
 # The name of an image file (relative to this directory) to place at the top of the title page.
 latex_logo = 'static/img/odoo_logo.png'
@@ -469,8 +479,24 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         _version = _version or app.config.version
         _lang = _lang or app.config.language or 'en'
         _canonical_page = f'{pagename}.html'
+
+        # legal translations have different URLs schemes as they are not managed on transifex
+        # e.g. FR translation of /terms/enterprise => /fr/terms/enterprise_fr
+        if pagename.startswith('legal/terms/'):
+            if _lang in legal_translations and not pagename.endswith(f"_{_lang}"):
+                # remove language code for current translation, set target one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                if 'terms/i18n' not in _page:
+                    _page = _page.replace("/terms/", "/terms/i18n/")
+                _canonical_page = f'{_page}_{_lang}.html'
+            elif _lang == 'en' and pagename.endswith(tuple(f"_{l}" for l in legal_translations)):
+                # remove language code for current translation, link to original EN one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                _canonical_page = f'{_page.replace("/i18n/", "/")}.html'
+
         if app.config.is_remote_build:
             _canonical_page = _canonical_page.replace('index.html', '')
+
         return f'{_root}' \
                f'{f"/{_version}" if app.config.versions else ""}' \
                f'{f"/{_lang}" if _lang != "en" else ""}' \

content/administration/install.rst

@@ -1,14 +1,50 @@
-:nosearch:
+:show-content:
 
 =======
 Install
 =======
 
-.. If you add content on this page, remove the redirect rule 'install -> install/install'
+Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
+all.
+
+- :doc:`Online <install/online>` is the easiest way to use Odoo in production or to try it.
+
+- :doc:`Packaged installers <install/packages>` are suitable for testing Odoo and developing
+  modules. They can be used for long-term production with additional deployment and maintenance
+  work.
+
+- :doc:`Source install <install/source>` provides greater flexibility, as it allows, for example,
+  running multiple Odoo versions on the same system. It is adequate to develop modules and can be
+  used as a base for production deployment.
+
+- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
+  deployment.
+
+.. _install/editions:
+
+Editions
+========
+
+There are two different editions.
+
+**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
+LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
+Enterprise is built.
+
+**Odoo Enterprise** is the shared source version of the software, giving access to more
+functionalities, including functional support, upgrades, and hosting. `Pricing
+<https://www.odoo.com/pricing-plan>`_ starts from one app free.
+
+.. tip::
+   :doc:`Switch from Community to Enterprise <maintain/enterprise>` at any time (except for the
+   source install).
 
 .. toctree::
 
-    install/install
-    install/deploy
-    install/cdn
-    install/email_gateway
+   install/online
+   install/packages
+   install/source
+   install/deploy
+   install/cdn
+   install/email_gateway
+   install/geo_ip

content/administration/install/deploy.rst

@@ -3,7 +3,7 @@ System configuration
 ====================
 
 This document describes basic steps to set up Odoo in production or on an
-internet-facing server. It follows :ref:`installation <setup/install>`, and is
+internet-facing server. It follows :doc:`installation <../install>`, and is
 not generally necessary for a development systems that is not exposed on the
 internet.
 
@@ -43,7 +43,7 @@ Configuration samples
 
 * Show only databases with names beginning with 'mycompany'
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -55,7 +55,7 @@ in ``/etc/odoo.conf`` set:
   was sent to ``www.mycompany.com`` or ``mycompany.co.uk``, but not
   for ``www2.mycompany.com`` or ``helpdesk.mycompany.com``.
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -123,7 +123,7 @@ Out of the box, Odoo connects to a local postgres over UNIX socket via port
 <reference/cmdline/server/database>` when your Postgres deployment is not
 local and/or does not use the installation defaults.
 
-The :ref:`packaged installers <setup/install/packaged>` will automatically
+The :doc:`packaged installers <packages>` will automatically
 create a new user (``odoo``) and set it as the database user.
 
 * The database management screens are protected by the ``admin_passwd``
@@ -150,7 +150,7 @@ Configuration sample
 * with 'pwd' as a password
 * filtering only db with a name beginning with 'mycompany'
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -179,21 +179,31 @@ or 'verify-full'
 Builtin server
 ==============
 
-Odoo includes built-in HTTP servers, using either multithreading or
-multiprocessing.
+Odoo includes built-in HTTP, cron, and live-chat servers, using either multi-threading or
+multi-processing.
 
-For production use, it is recommended to use the multiprocessing server as it
-increases stability, makes somewhat better use of computing resources and can
-be better monitored and resource-restricted.
+The **multi-threaded** server is a simpler server primarily used for development, demonstrations,
+and its compatibility with various operating systems (including Windows). A new thread is spawned
+for every new HTTP request, even for long-lived connections such as websocket. Extra daemonic cron
+threads are spawned too. Due to a Python limitation (GIL), it doesn't make the best use of the
+hardware.
 
-* Multiprocessing is enabled by configuring :option:`a non-zero number of
-  worker processes <odoo-bin --workers>`, the number of workers should be based
-  on the number of cores in the machine (possibly with some room for cron
-  workers depending on how much cron work is predicted)
-* Worker limits can be configured based on the hardware configuration to avoid
-  resources exhaustion
+The multi-threaded server is the default server, also for docker containers. It is selected by
+leaving the :option:`--workers <odoo-bin --workers>` option out or setting it to ``0``.
 
-.. warning:: multiprocessing mode currently isn't available on Windows
+The **multi-processing** server is a full-blown server primarily used for production. It is not
+liable to the same Python limitation (GIL) on resource usage and hence makes the best use of the
+hardware. A pool of workers is created upon server startup. New HTTP requests are queued by the OS
+until there are workers ready to process them. An extra event-driven HTTP worker for the live chat
+is spawned on an alternative port. Extra cron workers are spawned too. A configurable process
+reaper monitors resource usage and can kill/restart failed workers.
+
+The multi-processing server is opt-in. It is selected by setting the :option:`--workers
+<odoo-bin --workers>` option to a non-null integer.
+
+.. note::
+   Because it is highly customized for Linux servers, the multi-processing server is not available
+   on Windows.
 
 Worker number calculation
 -------------------------
@@ -214,18 +224,12 @@ Needed RAM = #worker * ( (light_worker_ratio * light_worker_ram_estimation) + (h
 LiveChat
 --------
 
-In multiprocessing, a dedicated LiveChat worker is automatically started and
-listening on :option:`the gevent port <odoo-bin --gevent-port>` but
-the client will not connect to it.
-
-Instead you must have a proxy redirecting requests whose URL starts with
-``/websocket/`` to the gevent port. Other request should be proxied to
-the :option:`normal HTTP port <odoo-bin --http-port>`
-
-To achieve such a thing, you'll need to deploy a reverse proxy in front of Odoo,
-like nginx or apache. When doing so, you'll need to forward some more http Headers
-to Odoo, and activate the proxy_mode in Odoo configuration to have Odoo read those
-headers.
+In multi-processing, a dedicated LiveChat worker is automatically started and listens on
+the :option:`--gevent-port <odoo-bin --gevent-port>`. By default, the HTTP requests will keep
+accessing the normal HTTP workers instead of the LiveChat one. You must deploy a proxy in front of
+Odoo and redirect incoming requests whose path starts with ``/websocket/`` to the LiveChat worker.
+You must also start Odoo in :option:`--proxy-mode <odoo-bin --proxy-mode>` so it uses the real
+client headers (such as hostname, scheme, and IP) instead of the proxy ones.
 
 Configuration sample
 --------------------
@@ -238,7 +242,7 @@ Configuration sample
 * We'll use 8 workers + 1 for cron. We'll also use a monitoring system to measure cpu load, and check if it's between 7 and 7.5 .
 * RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3Go RAM for Odoo
 
-in ``/etc/odoo.conf``:
+in :ref:`the configuration file <reference/cmdline/config_file>`:
 
 .. code-block:: ini
 
@@ -273,7 +277,7 @@ Configuration sample
 * Redirect http requests to https
 * Proxy requests to odoo
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -326,7 +330,7 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
       proxy_pass http://odoochat;
       proxy_set_header Upgrade $http_upgrade;
       proxy_set_header Connection $connection_upgrade;
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
@@ -335,12 +339,17 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
     # Redirect requests to odoo backend server
     location / {
       # Add Headers for odoo proxy mode
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
       proxy_redirect off;
       proxy_pass http://odoo;
+
+      # Enable HSTS
+      add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+      # requires nginx 1.19.8
+      proxy_cookie_flags session_id samesite=lax secure;
     }
 
     # common gzip
@@ -348,6 +357,31 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
     gzip on;
   }
 
+HTTPS Hardening
+---------------
+
+Add the `Strict-Transport-Security` header to all requests, in order to prevent
+browsers from ever sending a plain HTTP request to this domain. You will need
+to maintain a working HTTPS service with a valid certificate on this domain at
+all times, otherwise your users will see security alerts or be entirely unable
+to access it.
+
+Force HTTPS connections during a year for every visitor in NGINX with the line:
+
+.. code-block:: nginx
+
+  add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+
+Additional configuration can be defined for the `session_id` cookie. The `Secure`
+flag can be added to ensure it is never transmitted over HTTP and `SameSite=Lax`
+to prevent authenticated `CSRF`_.
+
+.. code-block:: nginx
+
+  # requires nginx 1.19.8
+  proxy_cookie_flags session_id samesite=lax secure;
+
+
 Odoo as a WSGI Application
 ==========================
 
@@ -364,38 +398,30 @@ of workers anymore it can not setup cron or livechat workers
 Cron Workers
 ------------
 
-To run cron jobs for an Odoo deployment as a WSGI application requires
+Starting one of the built-in Odoo servers next to the WSGI server is required to process cron jobs.
+That server must be configured to only process crons and not HTTP requests using the
+:option:`--no-http <odoo-bin --no-http>` cli option or the ``http_enable = False`` configuration
+file setting.
 
-* A classical Odoo (run via ``odoo-bin``)
-* Connected to the database in which cron jobs have to be run (via
-  :option:`odoo-bin -d`)
-* Which should not be exposed to the network. To ensure cron runners are not
-  network-accessible, it is possible to disable the built-in HTTP server
-  entirely with :option:`odoo-bin --no-http` or setting ``http_enable = False``
-  in the configuration file
+On Linux-like systems, using the multi-processing server over the multi-threading one is recommended
+to benefit from better hardware usage and increased stability, i.e., using
+the :option:`--workers=-1 <odoo-bin --workers>` and :option:`--max-cron-threads=n
+<odoo-bin --max-cron-threads>` cli options.
 
 LiveChat
 --------
 
-The second problematic subsystem for WSGI deployments is the LiveChat: where
-most HTTP connections are relatively short and quickly free up their worker
-process for the next request, LiveChat require a long-lived connection for
-each client in order to implement near-real-time notifications.
+Using a gevent-compatible WSGI server is required for the correct operation of the live chat
+feature. That server should be able to handle many simultaneous long-lived connections but doesn't
+need a lot of processing power. All requests whose path starts with ``/websocket/`` should be
+directed to that server. A regular (thread/process-based) WSGI server should be used for all other
+requests.
 
-This is in conflict with the process-based worker model, as it will tie
-up worker processes and prevent new users from accessing the system. However,
-those long-lived connections do very little and mostly stay parked waiting for
-notifications.
-
-The solutions to support livechat/motifications in a WSGI application are:
-
-* Deploy a threaded version of Odoo (instead of a process-based preforking
-  one) and redirect only requests to URLs starting with ``/websocket/`` to
-  that Odoo, this is the simplest and the websocket URL can double up as the cron
-  instance.
-* Deploy an evented Odoo via ``odoo-gevent`` and proxy requests starting
-  with ``/websocket/`` to
-  :option:`the gevent port <odoo-bin --gevent-port>`.
+The Odoo cron server can also be used to serve the live chat requests. Just drop
+the :option:`--no-http <odoo-bin --no-http>` cli option from the cron server and make sure requests
+whose path starts with ``/websocket/`` are directed to this server, either on
+the :option:`--http-port <odoo-bin --http-port>` (multi-threading server) or on
+the :option:`--gevent-port <odoo-bin --gevent-port>` (multi-processing server).
 
 .. _deploy/streaming:
 
@@ -413,51 +439,71 @@ Odoo static files are located in each module's :file:`static/` folder, so static
 by intercepting all requests to :samp:`/{MODULE}/static/{FILE}`, and looking up the right module
 (and file) in the various addons paths.
 
-.. example::
-   Say Odoo has been installed via the **debian packages** for Community and Enterprise and the
-   :option:`--addons-path <odoo-bin --addons-path>` is ``'/usr/lib/python3/dist-packages/odoo/addons'``.
+It is recommended to set the ``Content-Security-Policy: default-src 'none'`` header on all images
+delivered by the web server. It is not strictly necessary as users cannot modify/inject content
+inside of modules' :file:`static/` folder and existing images are final (they do not fetch new
+resources by themselves). However, it is good practice.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+Using the above NGINX (https) configuration, the following ``map`` and ``location`` blocks should be
+added to serve static files via NGINX.
 
-   .. code-block:: nginx
+.. code-block:: nginx
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+    map $sent_http_content_type $content_type_csp {
+        default "";
+        ~image/ "default-src 'none'";
+    }
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /usr/lib/python3/dist-packages/odoo/addons;
-           try_files $uri @odoo;
-           expires 24h;
-       }
+    server {
+        # the rest of the configuration
+
+        location @odoo {
+            # copy-paste the content of the / location block
+        }
+
+        # Serve static files right away
+        location ~ ^/[^/]+/static/.+$ {
+            # root and try_files both depend on your addons paths
+            root ...;
+            try_files ... @odoo;
+            expires 24h;
+            add_header Content-Security-Policy $content_type_csp;
+        }
+    }
+
+The actual ``root`` and ``try_files`` directives are dependant on your installation, specifically on
+your :option:`--addons-path <odoo-bin --addons-path>`.
 
 .. example::
-   Say Odoo has been installed via the **source**. The two git repositories for Community and
-   Enterprise have been cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
-   respectively and the :option:`--addons-path <odoo-bin --addons-path>` is
-   ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+   .. tabs::
 
-   .. code-block:: nginx
+      .. group-tab:: Debian package
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+         Say Odoo has been installed via the **debian packages** for Community and Enterprise, and
+         that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/usr/lib/python3/dist-packages/odoo/addons'``.
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /opt/odoo;
-           try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
-           expires 24h;
-       }
+         The ``root`` and ``try_files`` should be:
 
-.. warning::
-   The actual NGINX configuration you need is highly dependent on your own installation. The two
-   above snippets only highlight two possible configurations and may not be used as-is.
+         .. code-block:: nginx
+
+            root /usr/lib/python3/dist-packages/odoo/addons;
+            try_files $uri @odoo;
+
+      .. group-tab:: Git sources
+
+         Say Odoo has been installed via the **sources**, that both the Community and Enterprise git
+         repositories were cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
+         respectively, and that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
+
+         The ``root`` and ``try_files`` should be:
+
+         .. code-block:: nginx
+
+            root /opt/odoo;
+            try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
 
 Serving attachments
 -------------------
@@ -602,6 +648,10 @@ security-related topics:
 - Setup daily backups of your databases and filestore data, and copy them to a remote
   archiving server that is not accessible from the server itself.
 
+- Deploying Odoo on Linux is strongly recommended over Windows. Should you choose nevertheless
+  to deploy on a Windows platform, a thorough security hardening review of the server should be
+  conducted and is outside of the scope of this guide.
+
 
 .. _login_brute_force:
 
@@ -727,6 +777,7 @@ Here are the supported browsers:
     environment than over the internet.
 
 .. _regular expression: https://docs.python.org/3/library/re.html
+.. _CSRF: https://en.wikipedia.org/wiki/Cross-site_request_forgery
 .. _ARP spoofing: https://en.wikipedia.org/wiki/ARP_spoofing
 .. _Nginx termination example:
     https://nginx.com/resources/admin-guide/nginx-ssl-termination/

content/administration/install/geo_ip.rst

@@ -0,0 +1,63 @@
+======
+Geo IP
+======
+
+.. note::
+   This documentation only applies to On-premise databases.
+
+Installation
+============
+
+#. Download both the GeoLite2 City and Country
+   `databases <https://dev.maxmind.com/geoip/geoip2/geolite2/>`_. You should end up with two files
+   called :file:`GeoLite2-City.mmdb` and :file:`GeoLite2-Country.mmdb`.
+
+#. Move the files to the folder :file:`/usr/share/GeoIP/`.
+
+   .. code-block:: bash
+
+       mv ~/Downloads/GeoLite2-City.mmdb /usr/share/GeoIP/
+       mv ~/Downloads/GeoLite2-Country.mmdb /usr/share/GeoIP/
+
+#. Restart the server
+
+.. note::
+   If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`, use the
+   :option:`--geoip-city-db <odoo-bin --geoip-city-db>` and
+   :option:`--geoip-country-db <odoo-bin --geoip-country-db>` options of the Odoo command line
+   interface. These options take the absolute path to the GeoIP database file and use it as the
+   GeoIP database. For example:
+
+   .. code-block:: bash
+
+      ./odoo-bin --geoip-city-db= ~/Downloads/GeoLite2-City.mmdb
+
+   .. seealso::
+      - :doc:`CLI documentation </developer/reference/cli>`.
+
+Test GeoIP geolocation in your Odoo website
+===========================================
+
+Edit a web page to include some geo-ip information such as the country name of the current
+request IP address. To do so:
+
+#. Go to your website. Open the web page that you want to test ``GeoIP``.
+#. Choose :menuselection:`Customize --> HTML/CSS/JS Editor`.
+#. Add the following piece of XML in the page :
+
+   .. code-block:: xml
+
+       <h1 class="text-center" t-esc="request.geoip.country.name or 'geoip failure'"/>
+
+#. Save and refresh the page.
+
+Geo-ip is working if you read your country name displayed in bold in the middle of the page.
+
+In case you read "**geoip failure**" instead then the geolocalization failed. The common causes are:
+
+#. The browsing IP address is the localhost (``127.0.0.1``) or a local area network one. If you
+   don't know, you can access your website using mobile data.
+#. You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't start Odoo with the
+   proxy-mode enabled. See :option:`proxy mode <odoo-bin --proxy-mode>`.
+#. The GeoIP database is corrupt, missing or unaccessible. In such case a warning was logged in the
+   server logs.

content/administration/install/install.rst

@@ -1,752 +0,0 @@
-
-.. _setup/install:
-
-===============
-Installing Odoo
-===============
-
-There are multiple ways to install Odoo, or not install it at all, depending
-on the intended use case.
-
-This documents attempts to describe most of the installation options.
-
-:ref:`setup/install/online`
-    The easiest way to use Odoo in production or to try it.
-
-:ref:`setup/install/packaged`
-    Suitable for testing Odoo, developing modules and can be used for
-    long-term production use with additional deployment and maintenance work.
-
-:ref:`setup/install/source`
-    Provides greater flexibility:  e.g. allow multiple running Odoo versions on
-    the same system. Good for developing modules, can be used as base for
-    production deployment.
-
-:ref:`setup/install/docker`
-    If you usually use docker_ for development or deployment, an official
-    docker_ base image is available.
-
-
-.. _setup/install/editions:
-
-Editions
-========
-
-There are two different Editions_ of Odoo: the Community and Enterprise versions.
-Using the Enterprise version is possible on `Odoo Online`_ and accessing the code is
-restricted to Enterprise customers and partners. The Community version is freely
-available to anyone.
-
-If you already use the Community version and wish to upgrade to Enterprise, please
-refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
-
-
-.. _setup/install/online:
-
-Online
-======
-
-Demo
-----
-
-To simply get a quick idea of Odoo, demo_ instances are available. They are
-shared instances which only live for a few hours, and can be used to browse
-around and try things out with no commitment.
-
-Demo_ instances require no local installation, just a web browser.
-
-Odoo Online
------------
-
-Trivial to start with, fully managed and migrated by Odoo S.A., `Odoo Online`_
-provides private instances and starts out free. It can be used to discover and
-test Odoo and do non-code customizations (i.e. incompatible with custom modules
-or the Odoo Apps Store) without having to install it locally.
-
-Can be used for both testing Odoo and long-term production use.
-
-Like demo_ instances, `Odoo Online`_ instances require no local installation, a web
-browser is sufficient.
-
-
-.. _setup/install/packaged:
-
-Packaged installers
-===================
-
-Odoo provides packaged installers for Windows, deb-based distributions
-(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
-both the Community and Enterprise versions.
-
-These packages automatically set up all dependencies (for the Community version),
-but may be difficult to keep up-to-date.
-
-Official Community packages with all relevant dependency requirements are
-available on our nightly_ server. Both Community and Enterprise packages can
-be downloaded from our download_ page (you must to be logged in as a paying
-customer or partner to download the Enterprise packages).
-
-Windows
--------
-
-#. Download the installer from our nightly_ server (Community only) or the Windows installer from
-   the download_ page (any edition).
-#. Execute the downloaded file.
-
-   .. warning::
-      | On Windows 8 and later you may see a warning titled "Windows protected your PC".
-      | Click on **More Info** and then on **Run anyway**.
-
-#. Accept the UAC_ prompt.
-#. Go through the various installation steps.
-
-Odoo will automatically be started at the end of the installation.
-
-Linux
------
-
-Prepare
-~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
-      the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
-      Odoo instance. Execute the following command in order to install the PostgreSQL server:
-
-      .. code-block:: console
-
-         $ sudo apt install postgresql -y
-
-   .. group-tab:: Fedora
-
-      Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is
-      available and well configured and, only then, execute the following command in order to
-      install the PostgreSQL server:
-
-      .. code-block:: console
-
-         $ sudo dnf install -y postgresql-server
-         $ sudo postgresql-setup --initdb --unit postgresql
-         $ sudo systemctl enable postgresql
-         $ sudo systemctl start postgresql
-
-.. warning::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
-   <the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
-   <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
-
-Repository
-~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can
-      be used to install *Odoo Community Edition* by executing the following commands:
-
-      .. code-block:: console
-
-          $ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
-          $ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
-          $ sudo apt-get update && sudo apt-get install odoo
-
-      You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
-
-   .. group-tab:: Fedora
-
-      Odoo S.A. provides a repository that can be used with the Fedora distributions. It can be used
-      to install *Odoo Community Edition* by executing the following commands:
-
-      .. code-block:: console
-
-         $ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
-         $ sudo dnf install -y odoo
-         $ sudo systemctl enable odoo
-         $ sudo systemctl start odoo
-
-.. note::
-   At this moment, there is no nightly repository for the Enterprise Edition.
-
-Distribution package
-~~~~~~~~~~~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Instead of using the repository as described above, the 'deb' packages for both the
-      *Community* and *Enterprise* editions can be downloaded from the `official download page
-      <download_>`_.
-
-      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian 11 (Bullseye)`_,
-         `Ubuntu 22.04 (Jammy)`_ or above.
-
-      Next, execute the following commands **as root**:
-
-      .. code-block:: console
-
-         # dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
-         # apt-get install -f # should install the missing dependencies
-         # dpkg -i <path_to_installation_package>
-
-      This will install Odoo as a service, create the necessary PostgreSQL_ user
-      and automatically start the server.
-
-      .. warning::
-         - The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04. This
-           python module is needed to export into xls format.
-
-           If you need the feature, you can install it manually with:
-
-           .. code-block:: console
-
-              $ sudo pip3 install xlwt
-
-         - The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04. Textual
-           amounts will not be rendered by Odoo and this could cause problems with the `l10n_mx_edi`
-           module.
-
-           If you need this feature, you can install manually with:
-
-           .. code-block:: console
-
-              $ sudo pip3 install num2words
-
-   .. group-tab:: Fedora
-
-      Instead of using the repository as described above, the 'rpm' packages for both the
-      *Community* and *Enterprise* editions can be downloaded from the `official download page
-      <download_>`_.
-
-      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
-
-      Once downloaded, the package can be installed using the 'dnf' package manager:
-
-      .. code-block:: console
-
-         $ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
-         $ sudo systemctl enable odoo
-         $ sudo systemctl start odoo
-
-.. _setup/install/source:
-
-Source install
-==============
-
-The source "installation" is really about not installing Odoo, and running it directly from source
-instead.
-
-It can be more convenient for module developers as the Odoo source is more easily accessible than
-using packaged installation.
-
-It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
-packaged installations, and allows overriding settings using
-:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
-
-Finally it provides greater control over the system's set up, and allows to more easily keep
-(and run) multiple versions of Odoo side-by-side.
-
-Fetch the sources
------------------
-
-There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
-
-Archive
-~~~~~~~
-
-Community Edition:
-
-* `Official download page <download_>`_
-* `GitHub repository <community-repository_>`_
-* `Nightly server <nightly_>`_
-
-Enterprise Edition:
-
-* `Official download page <download_>`_
-* `GitHub repository <enterprise-repository_>`_
-
-.. _setup/install/source/git:
-
-Git
-~~~
-
-The following requires `Git <git_>`_ to be installed on your machine and that you have basic
-knowledge of Git commands. To clone a Git repository, you must choose between cloning with HTTPS or
-SSH. If you do not know the difference between the two, the best option is most likely HTTPS. If you
-are following the :doc:`Getting started </developer/tutorials/getting_started>` developer tutorial,
-or plan on contributing to Odoo source code, choose SSH.
-
-.. note::
-   **The Enterprise Git repository does not contain the full Odoo source code**. It is only a
-   collection of extra add-ons. The main server code is in the Community version. Running the
-   Enterprise version actually means running the server from the Community version with the
-   addons-path option set to the folder with the Enterprise version. You need to clone both the
-   Community and Enterprise repository to have a working Odoo Enterprise installation. See
-   :ref:`setup/install/editions` to get access to the Enterprise repository.
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: doscon
-
-               C:\> git clone https://github.com/odoo/odoo.git
-               C:\> git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: doscon
-
-               C:\> git clone git@github.com:odoo/odoo.git
-               C:\> git clone git@github.com:odoo/enterprise.git
-
-   .. group-tab:: Linux
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: console
-
-               $ git clone https://github.com/odoo/odoo.git
-               $ git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: console
-
-               $ git clone git@github.com:odoo/odoo.git
-               $ git clone git@github.com:odoo/enterprise.git
-
-   .. group-tab:: Mac OS
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: console
-
-               $ git clone https://github.com/odoo/odoo.git
-               $ git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: console
-
-               $ git clone git@github.com:odoo/odoo.git
-               $ git clone git@github.com:odoo/enterprise.git
-
-.. note::
-   **The Enterprise git repository does not contain the full Odoo source code**. It is only a
-   collection of extra add-ons. The main server code is in the Community version. Running the
-   Enterprise version actually means running the server from the Community version with the
-   addons-path option set to the folder with the Enterprise version. You need to clone both the
-   Community and Enterprise repository to have a working Odoo Enterprise installation.
-
-.. _setup/install/source/prepare:
-
-Prepare
--------
-
-Python
-~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Odoo requires Python 3.7 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
-      to download and install the latest version of Python 3 on your machine.
-
-      During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
-      sure that **pip** is checked.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: doscon
-
-            C:\> python --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: doscon
-
-            C:\> pip --version
-
-   .. group-tab:: Linux
-
-      Odoo requires Python 3.7 or later to run. Use your package manager to download and install Python 3
-      on your machine if it is not already done.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: console
-
-            $ python3 --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: console
-
-            $ pip3 --version
-
-   .. group-tab:: Mac OS
-
-      Odoo requires Python 3.7 or later to run. Use your preferred package manager (homebrew_, macports_)
-      to download and install Python 3 on your machine if it is not already done.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: console
-
-            $ python3 --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: console
-
-            $ pip3 --version
-
-PostgreSQL
-~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL
-      <https://www.postgresql.org/download/windows/>`_ (supported version: 12.0 and later).
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      #. Add PostgreSQL's `bin` directory (by default:
-         :file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to your `PATH`.
-      #. Create a postgres user with a password using the pg admin gui:
-
-         1. Open **pgAdmin**.
-         2. Double-click the server to create a connection.
-         3. Select :menuselection:`Object --> Create --> Login/Group Role`.
-         4. Enter the username in the **Role Name** field (e.g. `odoo`).
-         5. Open the **Definition** tab and enter the password (e.g. `odoo`), then click **Save**.
-         6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
-            to `Yes`.
-
-   .. group-tab:: Linux
-
-      Odoo uses PostgreSQL as database management system. Use your package manager to download and
-      install PostgreSQL (supported version: 12.0 and later).
-
-      It can be achieved by executing the following:
-
-      .. code-block:: console
-
-          $ sudo apt install postgresql postgresql-client
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      .. code-block:: console
-
-        $ sudo -u postgres createuser -s $USER
-        $ createdb $USER
-
-      .. note::
-         Because your PostgreSQL user has the same name as your Unix login, you will be able to
-         connect to the database without password.
-
-   .. group-tab:: Mac OS
-
-      Odoo uses PostgreSQL as database management system. Use `postgres.app
-      <https://postgresapp.com>`_ to download and install PostgreSQL (supported version: 12.0 and
-      later).
-
-      .. tip::
-         To make the command line tools bundled with `postgres.app` available, make sure to setup your
-         `$PATH` variable by following the `Postgres.app CLI Tools Instructions
-         <https://postgresapp.com/documentation/cli-tools.html>`_.
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      .. code-block:: console
-
-        $ sudo -u postgres createuser -s $USER
-        $ createdb $USER
-
-      .. note::
-         Because your PostgreSQL user has the same name as your Unix login, you will be able to
-         connect to the database without password.
-
-.. _install/dependencies:
-
-Dependencies
-~~~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Before installing the dependencies, you must download and install the `Build Tools for Visual
-      Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
-      When prompted, select **C++ build tools** in the **Workloads** tab and install them.
-
-      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
-      community directory.
-
-      .. tip::
-         It can be preferable to not mix python modules packages between different instances of Odoo
-         or with your system. You can use virtualenv_ to create isolated Python environments.
-
-      Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
-      the requirements file in a terminal **with Administrator privileges**:
-
-      .. code-block:: doscon
-
-          C:\> cd \CommunityPath
-          C:\> pip install setuptools wheel
-          C:\> pip install -r requirements.txt
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss`
-      is needed:
-
-      #. Download and install `nodejs <https://nodejs.org/en/download/>`_.
-      #. Install `rtlcss`:
-
-         .. code-block:: doscon
-
-             C:\> npm install -g rtlcss
-
-      #. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is
-         located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
-
-   .. group-tab:: Linux
-
-      Using your **distribution packages** is the preferred way of installing dependencies.
-      Alternatively, you can install the python dependencies with **pip**.
-
-      .. tabs::
-
-         .. tab:: Debian/Ubuntu
-
-            For Debian-based systems, the packages are listed in the `debian/control
-            <{GITHUB_PATH}/debian/control>`_ file of the Odoo sources.
-
-            On Debian/Ubuntu, the following commands should install the required packages:
-
-            .. code-block:: console
-
-               $ cd /CommunityPath
-               $ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
-
-         .. tab:: Install with pip
-
-            As some of the python packages need a compilation step, they require system libraries to
-            be installed.
-
-            On Debian/Ubuntu-based systems, the following command should install these required
-            libraries:
-
-            .. code-block:: console
-
-               $ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
-
-            Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
-            the Odoo community directory.
-
-            .. note::
-               | The python packages in :file:`requirements.txt` are based on their stable/LTS
-                 Debian/Ubuntu corresponding version at the moment of the Odoo release.
-               | E.g., for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian
-                 Bullseye and 2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
-                 :file:`requirements.txt`.
-
-            .. tip::
-               It can be preferable to not mix python modules packages between different instances
-               of Odoo or with your system. You can use virtualenv_ to create isolated Python
-               environments.
-
-            Navigate to the path of your Odoo Community installation (:file:`CommunityPath`) and run
-            **pip** on the requirements file to install the requirements for the current user.
-
-            .. code-block:: console
-
-               $ cd /CommunityPath
-               $ pip install -r requirements.txt
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
-      needed:
-
-      #. Download and install **nodejs** and **npm** with your package manager.
-      #. Install `rtlcss`:
-
-         .. code-block:: console
-
-            $ sudo npm install -g rtlcss
-
-   .. group-tab:: Mac OS
-
-      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
-      community directory.
-
-      .. tip::
-         It can be preferable to not mix python modules packages between different instances of Odoo
-         or with your system. You can use virtualenv_ to create isolated Python environments.
-
-      Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
-      the requirements file:
-
-      .. code-block:: console
-
-         $ cd /CommunityPath
-         $ pip3 install setuptools wheel
-         $ pip3 install -r requirements.txt
-
-      .. warning::
-         Non-Python dependencies need to be installed with a package manager:
-
-         #. Download and install the **Command Line Tools**:
-
-            .. code-block:: console
-
-               $ xcode-select --install
-
-         #. Download and install the package manager of your choice (homebrew_, macports_).
-         #. Install non-python dependencies.
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
-      needed:
-
-      #. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
-      #. Install `rtlcss`:
-
-         .. code-block:: console
-
-             $ sudo npm install -g rtlcss
-
-.. important::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
-   <the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
-   <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
-
-.. _setup/install/source/running_odoo:
-
-Running Odoo
-------------
-
-Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
-command-line interface of the server. It is located at the root of the Odoo Community directory.
-
-To configure the server, you can either specify :ref:`command-line arguments
-<reference/cmdline/server>` or a :ref:`configuration file <reference/cmdline/config>`.
-
-.. tip::
-   For the Enterprise edition, you must add the path to the `enterprise` addons to the `addons-path`
-   argument. Note that it must come before the other paths in `addons-path` for addons to be loaded
-   correctly.
-
-Common necessary configurations are:
-
-- PostgreSQL user and password.
-- Custom addon paths beyond the defaults, to load your own modules.
-
-A typical way to run the server would be:
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      .. code-block:: doscon
-
-          C:\> cd CommunityPath/
-          C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
-      PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
-      PostgreSQL database.
-
-   .. group-tab:: Linux
-
-      .. code-block:: console
-
-          $ cd /CommunityPath
-          $ python3 odoo-bin --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
-      of the PostgreSQL database.
-
-   .. group-tab:: Mac OS
-
-      .. code-block:: console
-
-          $ cd /CommunityPath
-          $ python3 odoo-bin --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
-      of the PostgreSQL database.
-
-After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
-http://localhost:8069 in your web browser and log in with the base administrator account: Use
-`admin` for the :guilabel:`Email` and, again, `admin` for the :guilabel:`Password`. That's it, you
-just logged into your own Odoo database!
-
-.. tip::
-   - From there, you can create and manage new :doc:`users
-     </applications/general/users/manage_users>`.
-   - The user account you use to log into Odoo's web interface differs from the :option:`--db_user
-     <odoo-bin -r>` CLI argument.
-
-.. seealso::
-   :doc:`The exhaustive list of CLI arguments for odoo-bin </developer/reference/cli>`.
-
-.. _setup/install/docker:
-
-Docker
-======
-
-The full documentation on how to use Odoo with Docker can be found on the
-official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
-
-.. _Debian 11 (Bullseye): https://www.debian.org/releases/bullseye/
-.. _demo: https://demo.odoo.com
-.. _docker: https://www.docker.com
-.. _download: https://www.odoo.com/page/download
-.. _Ubuntu 22.04 (Jammy): https://releases.ubuntu.com/22.04/
-.. _EPEL: https://fedoraproject.org/wiki/EPEL
-.. _PostgreSQL: https://www.postgresql.org
-.. _the official installer:
-.. _install pip:
-    https://pip.pypa.io/en/latest/installing.html#install-pip
-.. _Quilt: https://en.wikipedia.org/wiki/Quilt_(software)
-.. _Odoo Online: https://www.odoo.com/page/start
-.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
-.. _UAC: https://en.wikipedia.org/wiki/User_Account_Control
-.. _wkhtmltopdf: https://wkhtmltopdf.org
-.. _pip: https://pip.pypa.io
-.. _macports: https://www.macports.org
-.. _homebrew: https://brew.sh
-.. _wheels: https://wheel.readthedocs.org/en/latest/
-.. _virtualenv: https://pypi.python.org/pypi/virtualenv
-.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
-.. _pywin32: https://sourceforge.net/projects/pywin32/files/pywin32/
-.. _community-repository: https://github.com/odoo/odoo
-.. _enterprise-repository: https://github.com/odoo/enterprise
-.. _Editions: https://www.odoo.com/pricing#pricing_table_features
-.. _nightly: https://nightly.odoo.com/
-.. _extra: https://nightly.odoo.com/extra/

content/administration/install/online.rst

@@ -0,0 +1,21 @@
+======
+Online
+======
+
+Online instances are accessed using any web browser and do not require a local installation.
+
+Demo
+----
+
+To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
+registration is required, but each instance only lives for a few hours.
+
+Odoo Online
+-----------
+
+`Odoo Online <https://www.odoo.com/trial>`_ provides private instances which are fully managed and
+hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
+customizations that don't require code.
+
+.. note::
+   Odoo Online is incompatible with custom modules or the Odoo App Store.

content/administration/install/packages.rst

@@ -0,0 +1,167 @@
+===================
+Packaged installers
+===================
+
+Odoo provides packaged installers for Debian-based Linux distributions (Debian, Ubuntu, etc.),
+RPM-based Linux distributions (Fedora, CentOS, RHEL, etc.), and Windows for the Community and
+Enterprise editions.
+
+Official **Community** nightly packages with all relevant dependency requirements are available on
+the `nightly server <https://nightly.odoo.com>`_.
+
+.. note::
+   Nightly packages may be difficult to keep up to date.
+
+Official **Community** and **Enterprise** packages can be downloaded from the `Odoo download page
+<https://www.odoo.com/page/download>`_.
+
+.. note::
+   It is required to be logged in as a paying customer or partner to download the Enterprise
+   packages.
+
+.. _install/packages/linux:
+
+Linux
+=====
+
+Prepare
+-------
+
+Odoo needs a `PostgreSQL <https://www.postgresql.org/>`_ server to run properly.
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      The default configuration for the Odoo 'deb' package is to use the PostgreSQL server on the
+      same host as the Odoo instance. Execute the following command to install the PostgreSQL
+      server:
+
+      .. code-block:: console
+
+         $ sudo apt install postgresql -y
+
+   .. group-tab:: Fedora
+
+      Make sure that the `sudo` command is available and well configured and, only then, execute the
+      following command to install the PostgreSQL server:
+
+      .. code-block:: console
+
+         $ sudo dnf install -y postgresql-server
+         $ sudo postgresql-setup --initdb --unit postgresql
+         $ sudo systemctl enable postgresql
+         $ sudo systemctl start postgresql
+
+.. warning::
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
+
+Repository
+----------
+
+Odoo S.A. provides a repository that can be used to install the **Community** edition by executing
+the following commands:
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      .. code-block:: console
+
+         $ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
+         $ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
+         $ sudo apt-get update && sudo apt-get install odoo
+
+      Use the usual `apt-get upgrade` command to keep the installation up-to-date.
+
+   .. group-tab:: Fedora
+
+      .. code-block:: console
+
+         $ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
+         $ sudo dnf install -y odoo
+         $ sudo systemctl enable odoo
+         $ sudo systemctl start odoo
+
+.. note::
+   Currently, there is no nightly repository for the Enterprise edition.
+
+Distribution package
+--------------------
+
+Instead of using the repository, packages for both the **Community** and **Enterprise** editions can
+be downloaded from the `Odoo download page <https://www.odoo.com/page/download>`_.
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      .. note::
+         Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian Buster
+         <https://www.debian.org/releases/buster/>`_ and `Ubuntu 18.04
+         <https://releases.ubuntu.com/18.04>`_ or above.
+
+      Once downloaded, execute the following commands **as root** to install Odoo as a service,
+      create the necessary PostgreSQL user, and automatically start the server:
+
+      .. code-block:: console
+
+         # dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
+         # apt-get install -f # should install the missing dependencies
+         # dpkg -i <path_to_installation_package>
+
+      .. warning::
+         - The `python3-xlwt` Debian package, needed to export into the XLS format, does not exist
+           in Debian Buster nor Ubuntu 18.04. If needed, install it manually with the following:
+
+           .. code-block:: console
+
+              $ sudo pip3 install xlwt
+
+         - The `num2words` Python package - needed to render textual amounts - does not exist in
+           Debian Buster nor Ubuntu 18.04, which could cause problems with the `l10n_mx_edi` module.
+           If needed, install it manually with the following:
+
+           .. code-block:: console
+
+              $ sudo pip3 install num2words
+
+   .. group-tab:: Fedora
+
+      .. note::
+         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
+
+      Once downloaded, the package can be installed using the 'dnf' package manager:
+
+      .. code-block:: console
+
+         $ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
+         $ sudo systemctl enable odoo
+         $ sudo systemctl start odoo
+
+.. _install/packages/windows:
+
+Windows
+=======
+
+   .. warning::
+      Windows packaging is offered for the convenience of testing or running single-user local
+      instances but production deployment is discouraged due to a number of limitations and risks
+      associated with deploying Odoo on a Windows platform.
+
+#. Download the installer from the `nightly server <https://nightly.odoo.com>`_ (Community only) or
+   the Windows installer from the `Odoo download page <https://www.odoo.com/page/download>`_ (any
+   edition.
+#. Execute the downloaded file.
+
+   .. warning::
+      On Windows 8 and later, a warning titled *Windows protected your PC* may be displayed. Click
+      **More Info** and then **Run anyway** to proceed.
+
+#. Accept the `UAC <https://en.wikipedia.org/wiki/User_Account_Control>`_ prompt.
+#. Go through the installation steps.
+
+Odoo launches automatically at the end of the installation.

content/administration/install/source.rst

@@ -0,0 +1,487 @@
+======
+Source
+======
+
+The source 'installation' is not about installing Odoo but running it directly from the source
+instead.
+
+Using the Odoo source can be more convenient for module developers as it is more easily accessible
+than using packaged installers.
+
+It makes starting and stopping Odoo more flexible and explicit than the services set up by the
+packaged installers. Also, it allows overriding settings using :ref:`command-line parameters
+<reference/cmdline>` without needing to edit a configuration file.
+
+Finally, it provides greater control over the system's setup and allows to more easily keep (and
+run) multiple versions of Odoo side-by-side.
+
+Fetch the sources
+-----------------
+
+There are two ways to obtain the source code of Odoo: as a ZIP **archive** or through **Git**.
+
+Archive
+~~~~~~~
+
+Community edition:
+
+- `Odoo download page <https://www.odoo.com/page/download>`_
+- `GitHub Community repository <https://github.com/odoo/odoo>`_
+- `Nightly server <https://nightly.odoo.com>`_
+
+Enterprise edition:
+
+- `Odoo download page <https://www.odoo.com/page/download>`_
+- `GitHub Enterprise repository <https://github.com/odoo/enterprise>`_
+
+.. _install/source/git:
+
+Git
+~~~
+
+.. note::
+   It is required to have `Git <https://git-scm.com/>`_ installed, and it is recommended to have a
+   basic knowledge of Git commands to proceed.
+
+To clone a Git repository, choose between cloning with HTTPS or SSH. In most cases, the best option
+is HTTPS. However, choose SSH to contribute to Odoo source code or when following the :doc:`Getting
+Started developer tutorial </developer/tutorials/getting_started>`.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: console
+
+               $ git clone https://github.com/odoo/odoo.git
+               $ git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: console
+
+               $ git clone git@github.com:odoo/odoo.git
+               $ git clone git@github.com:odoo/enterprise.git
+
+   .. group-tab:: Windows
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: doscon
+
+               C:\> git clone https://github.com/odoo/odoo.git
+               C:\> git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: doscon
+
+               C:\> git clone git@github.com:odoo/odoo.git
+               C:\> git clone git@github.com:odoo/enterprise.git
+
+   .. group-tab:: Mac OS
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: console
+
+               $ git clone https://github.com/odoo/odoo.git
+               $ git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: console
+
+               $ git clone git@github.com:odoo/odoo.git
+               $ git clone git@github.com:odoo/enterprise.git
+
+.. note::
+   **The Enterprise git repository does not contain the full Odoo source code**. It is only a
+   collection of extra add-ons. The main server code is in the Community edition. Running the
+   Enterprise version means running the server from the Community version with the `addons-path`
+   option set to the folder with the Enterprise edition. It is required to clone both the Community
+   and Enterprise repositories to have a working Odoo Enterprise installation.
+
+.. _install/source/prepare:
+
+Prepare
+-------
+
+Python
+~~~~~~
+
+Odoo requires **Python 3.10** or later to run.
+
+.. versionchanged:: 17
+    Minimum requirement updated from Python 3.7 to Python 3.10.
+
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Use a package manager to download and install Python 3 if needed.
+
+   .. group-tab:: Windows
+
+      `Download the latest version of Python 3 <https://www.python.org/downloads/windows/>`_ and
+      install it.
+
+      During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and
+      make sure that **pip** is checked.
+
+   .. group-tab:: Mac OS
+
+      Use a package manager (`Homebrew <https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_)
+      to download and install Python 3 if needed.
+
+.. note::
+   If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
+   versions are not compatible with Odoo.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         .. code-block:: console
+
+            $ python3 --version
+
+      .. group-tab:: Windows
+
+         .. code-block:: doscon
+
+            C:\> python --version
+
+      .. group-tab:: Mac OS
+
+         .. code-block:: console
+
+            $ python3 --version
+
+   Verify that `pip <https://pip.pypa.io>`_ is also installed for this version.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         .. code-block:: console
+
+            $ pip3 --version
+
+      .. group-tab:: Windows
+
+         .. code-block:: doscon
+
+            C:\> pip --version
+
+      .. group-tab:: Mac OS
+
+         .. code-block:: console
+
+            $ pip3 --version
+
+PostgreSQL
+~~~~~~~~~~
+
+Odoo uses PostgreSQL as its database management system.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Use a package manager to download and install PostgreSQL (supported versions: 12.0 or above).
+      It can be achieved by executing the following:
+
+      .. code-block:: console
+
+         $ sudo apt install postgresql postgresql-client
+
+   .. group-tab:: Windows
+
+      `Download PostgreSQL <https://www.postgresql.org/download/windows>`_ (supported versions: 12.0
+      or above) and install it.
+
+   .. group-tab:: Mac OS
+
+      Use `Postgres.app <https://postgresapp.com>`_ to download and install PostgreSQL (supported
+      version: 12.0 or above).
+
+      .. tip::
+         To make the command line tools bundled with Postgres.app available, make sure to set up the
+         `$PATH` variable by following the `Postgres.app CLI tools instructions
+         <https://postgresapp.com/documentation/cli-tools.html>`_.
+
+By default, the only user is `postgres`. As Odoo forbids connecting as `postgres`, create a new
+PostgreSQL user.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. code-block:: console
+
+         $ sudo -u postgres createuser -d -R -S $USER
+         $ createdb $USER
+
+      .. note::
+         Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
+         to the database without a password.
+
+   .. group-tab:: Windows
+
+      #. Add PostgreSQL's `bin` directory (by default:
+         :file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to the `PATH`.
+      #. Create a postgres user with a password using the pg admin gui:
+
+         #. Open **pgAdmin**.
+         #. Double-click the server to create a connection.
+         #. Select :menuselection:`Object --> Create --> Login/Group Role`.
+         #. Enter the username in the **Role Name** field (e.g., `odoo`).
+         #. Open the **Definition** tab, enter a password (e.g., `odoo`), and click **Save**.
+         #. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
+            to `Yes`.
+
+   .. group-tab:: Mac OS
+
+      .. code-block:: console
+
+         $ sudo -u postgres createuser -d -R -S $USER
+         $ createdb $USER
+
+      .. note::
+         Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
+         to the database without a password.
+
+.. _install/dependencies:
+
+Dependencies
+~~~~~~~~~~~~
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Using **distribution packages** is the preferred way of installing dependencies.
+      Alternatively, install the Python dependencies with **pip**.
+
+      .. tabs::
+
+         .. tab:: Debian/Ubuntu
+
+            For Debian-based systems, the packages are listed in the `debian/control
+            <{GITHUB_PATH}/debian/control>`_ file of the Odoo sources.
+
+            On Debian/Ubuntu, the following commands should install the required packages:
+
+            .. code-block:: console
+
+               $ cd /CommunityPath
+               $ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
+
+         .. tab:: Install with pip
+
+            As some of the Python packages need a compilation step, they require system libraries to
+            be installed.
+
+            On Debian/Ubuntu, the following command should install these required libraries:
+
+            .. code-block:: console
+
+               $ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
+
+            Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
+            the Odoo Community directory.
+
+            .. note::
+               The Python packages in :file:`requirements.txt` are based on their stable/LTS
+               Debian/Ubuntu corresponding version at the moment of the Odoo release. For example,
+               for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian Bullseye and
+               2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
+               :file:`requirements.txt`.
+
+            .. tip::
+               It can be preferable not to mix Python module packages between different instances of
+               Odoo or with the system. However, it is possible to use `virtualenv
+               <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+            Navigate to the path of the Odoo Community installation (:file:`CommunityPath`) and run
+            **pip** on the requirements file to install the requirements for the current user.
+
+            .. code-block:: console
+
+               $ cd /CommunityPath
+               $ pip install -r requirements.txt
+
+   .. group-tab:: Windows
+
+      Before installing the dependencies, download and install the `Build Tools for Visual
+      Studio <https://visualstudio.microsoft.com/downloads/>`_. Select **C++ build tools** in the
+      **Workloads** tab and install them when prompted.
+
+      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
+      Community directory.
+
+         .. tip::
+            It can be preferable not to mix Python module packages between different instances of
+            Odoo or with the system. However, it is possible to use `virtualenv
+            <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+      Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
+      the requirements file in a terminal **with Administrator privileges**:
+
+      .. code-block:: doscon
+
+         C:\> cd \CommunityPath
+         C:\> pip install setuptools wheel
+         C:\> pip install -r requirements.txt
+
+   .. group-tab:: Mac OS
+
+      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
+      Community directory.
+
+         .. tip::
+            It can be preferable not to mix Python module packages between different instances of
+            Odoo or with the system. However, it is possible to use `virtualenv
+            <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+      Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
+      the requirements file:
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ pip3 install setuptools wheel
+         $ pip3 install -r requirements.txt
+
+      .. warning::
+         Non-Python dependencies must be installed with a package manager (`Homebrew
+         <https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_).
+
+         #. Download and install the **Command Line Tools**:
+
+            .. code-block:: console
+
+               $ xcode-select --install
+
+         #. Use the package manager to install non-Python dependencies.
+
+.. note::
+   For languages using a **right-to-left interface** (such as Arabic or Hebrew), the `rtlcss`
+   package is required.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         #. Download and install **nodejs** and **npm** with a package manager.
+         #. Install `rtlcss`:
+
+            .. code-block:: console
+
+               $ sudo npm install -g rtlcss
+
+      .. group-tab:: Windows
+
+         #. Download and install `nodejs <https://nodejs.org/en/download>`_.
+         #. Install `rtlcss`:
+
+            .. code-block:: doscon
+
+               C:\> npm install -g rtlcss
+
+         #. Edit the system environment's variable `PATH` to add the folder where `rtlcss.cmd` is
+            located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
+
+      .. group-tab:: Mac OS
+
+         #. Download and install **nodejs** with a package manager (`Homebrew <https://brew.sh/>`_,
+            `MacPorts <https://www.macports.org>`_).
+         #. Install `rtlcss`:
+
+            .. code-block:: console
+
+               $ sudo npm install -g rtlcss
+
+.. warning::
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
+
+.. _install/source/running_odoo:
+
+Running Odoo
+------------
+
+Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the command-line
+interface of the server. It is located at the root of the Odoo Community directory.
+
+To configure the server, either specify :ref:`command-line arguments <reference/cmdline/server>` or
+a :ref:`configuration file <reference/cmdline/config>`.
+
+.. tip::
+   For the Enterprise edition, add the path to the `enterprise` add-ons to the `addons-path`
+   argument. Note that it must come before the other paths in `addons-path` for add-ons to be loaded
+   correctly.
+
+Common necessary configurations are:
+
+- PostgreSQL user and password.
+- Custom addon paths beyond the defaults to load custom modules.
+
+A typical way to run the server would be:
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ python3 odoo-bin --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
+      of the PostgreSQL database.
+
+   .. group-tab:: Windows
+
+      .. code-block:: doscon
+
+         C:\> cd CommunityPath/
+         C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
+      PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
+      PostgreSQL database.
+
+   .. group-tab:: Mac OS
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ python3 odoo-bin --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
+      of the PostgreSQL database.
+
+After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
+http://localhost:8069 in a web browser and log into the Odoo database with the base administrator
+account: use `admin` as the email and, again, `admin` as the password.
+
+.. tip::
+   - From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
+   - The user account used to log into Odoo's web interface differs from the :option:`--db_user
+     <odoo-bin -r>` CLI argument.
+
+.. seealso::
+   :doc:`The list of CLI arguments for odoo-bin </developer/reference/cli>`

content/administration/maintain/azure_oauth.rst

@@ -25,13 +25,13 @@ To get started, go to `Microsoft's Azure Portal <https://portal.azure.com/>`_. L
 :guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the
 personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings
 will need to connect and perform the following configuration. Next, navigate to the section
-labeled :guilabel:`Manage Azure Active Directory`.
+labeled :guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*).
 
 Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App
 registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to
 `Odoo` or something recognizable. Under the :guilabel:`Supported account types` section select
-:guilabel:`Accounts in any organizational directory (Any Azure AD directory - Multitenant) and
-personal Microsoft accounts (e.g. Skype, Xbox)`.
+:guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant)
+and personal Microsoft accounts (e.g. Skype, Xbox)`.
 
 Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input
 `https://<odoo base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The Odoo base URL
@@ -52,7 +52,7 @@ able to read (IMAP) and send (SMTP) emails in the Microsoft 365 setup. First, cl
 Add a Permission` button and select :guilabel:`Microsoft Graph` under :guilabel:`Commonly Used
 Microsoft APIs`. After, select the :guilabel:`Delegated Permissions` option.
 
-In the search bar, search for the following :guilabel:`Deregulated permissions` and click
+In the search bar, search for the following :guilabel:`Delegated permissions` and click
 :guilabel:`Add permissions` for each one:
 
 - :guilabel:`SMTP.Send`
@@ -188,23 +188,96 @@ configuration automatically loads the :guilabel:`token` in Odoo, and a tag stati
 Finally, click :guilabel:`Test Connection`. A confirmation message should appear. The Odoo database
 can now send safe, secure emails through Microsoft Outlook using OAuth authentication.
 
-Multiple user configuration
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
+.. _azure_oauth/notifications:
 
-Each user should have a separate server set up. The :guilabel:`from-filter` should be set so that
-only the user's email is sent from that server. In other words, only a user with an email address
-that matches the set :guilabel:`from-filter` is able to use this server.
+Configuration with a single outgoing mail server
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-After setting the :guilabel:`from-filter`, set up a fallback email account to allow for the sending
-of :guilabel:`notifications`. The fallback email must be configured as a :guilabel:`general
-transactional server`. The :guilabel:`mail.default.from` system parameter must be set to the
-:guilabel:`username` of the general transactional server account. For more information see
-:ref:`Use a default email address <email_communication/default>`.
+Configuring a single outgoing server is the simplest configuration available for Microsoft Azure
+and it doesn't require extensive access rights for the users in the database.
+
+A generic email address would be used to send emails for all users within the database. For example
+it could be structured with a `notifications` alias (`notifications@example.com`) or `contact` alias
+(`contact@example.com`). This address must be set as the :guilabel:`FROM Filtering` on the server.
+This address must also match the `{mail.default.from}@{mail.catchall.domain}` key combination in the
+system parameters.
+
+.. seealso::
+   For more information on the from filter visit: :ref:`email_communication/default`.
 
 .. note::
-   The :guilabel:`System Parameters` can be accessed by activating
-   :doc:`../../applications/general/developer_mode` in the :menuselection:`Settings --> Technical
-   --> Parameters --> System Parameters` menu.
+   The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
+   :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
+
+When using this configuration, every email that is sent from the database will use the address of
+the configured `notification` mailbox. However it should be noted that the name of the sender will
+appear but their email address will change:
+
+.. image:: azure_oauth/from-name-remain.png
+   :align: center
+   :alt: Name from real sender with static email.
+
+.. example::
+   Single outgoing mail server configuration:
+
+   - Outgoing mail server **username** (login) = `notifications@example.com`
+   - Outgoing mail server :guilabel:`FROM Filtering` = `notifications@example.com`
+   - `mail.catchall.domain` in system parameters = `example.com`
+   - `mail.default.from` in system parameters = `notifications`
+
+User-specific (multiple user) configuration
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In addition to a generic email server, individual email servers can be set up for users in a
+database. These email addresses must be set as the :guilabel:`FROM Filtering` on each individual
+server for this configuration to work.
+
+This configuration is the more difficult of the two Microsoft Azure configurations, in that it
+requires all users configured with email servers to have access rights to settings in order to
+establish a connection to the email server.
+
+Setup
+*****
+
+Each user should have a separate email server set up. The :guilabel:`FROM Filtering` should be set
+so that only the user's email is sent from that server. In other words, only a user with an email
+address that matches the set :guilabel:`FROM Filtering` is able to use this server.
+
+.. seealso::
+   For more information on the from filter visit: :ref:`email_communication/default`.
+
+A :ref:`fallback server <azure_oauth/notifications>` must be setup to allow for the sending of
+:guilabel:`notifications`. The :guilabel:`FROM Filtering` for this server should have the value of
+the `{mail.default.from}@{mail.catchall.domain}`.
+
+.. note::
+   The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
+   :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
+
+.. important::
+   The configuration for this transactional email server can work alongside an outgoing mass-mailing
+   email server. The :guilabel:`FROM Filtering` for the mass-mailing email server can remain empty,
+   but it's require to be added in the settings of the *Email Marketing* application.
+
+   .. seealso::
+      For more information on setting the mass-mailing email server visit
+      :ref:`email_communication/mass_mails`.
+
+.. example::
+   Multiple user outgoing mail server configuration:
+
+   - User #1 mailbox
+      - Outgoing mail server #1 **username** (login) = `john@example.com`
+      - Outgoing mail server #1 :guilabel:`FROM Filtering` = `john@example.com`
+   - User #2 mailbox
+      - Outgoing mail server #2 **username** (login) = `jane@example.com`
+      - Outgoing mail server #2 :guilabel:`FROM Filtering` = `jane@example.com`
+   - Notifications mailbox
+      - Outgoing mail server #3 **username** (login) = `notifications@example.com`
+      - Outgoing mail server #3 :guilabel:`FROM Filtering` = `notifications@example.com`
+   - System Parameters
+      - `mail.catchall.domain` in system parameters = `example.com`
+      - `mail.default.from` in system parameters = `notifications`
 
 Configure incoming email server
 -------------------------------

content/administration/maintain/domain_names.rst

@@ -115,7 +115,7 @@ name with your website <domain-name/website-map>`.
 .. note::
    - Free domain names are also available for free Odoo Online databases (if you installed one app
      only, for example). In this case, Odoo reviews your request and your website to avoid abuse.
-     This process may take up to three days.
+     This process can take several days due to the success of the offer.
    - This is not available for Odoo.sh databases yet.
 
 .. _domain-name/odoo-manage:

content/administration/maintain/enterprise.rst

@@ -1,9 +1,9 @@
 
 .. _setup/enterprise:
 
-===============================
-Upgrade Community to Enterprise
-===============================
+===================================
+Switch from Community to Enterprise
+===================================
 
 Depending on your current installation, there are multiple ways to upgrade
 your community version.
@@ -61,7 +61,7 @@ have your own favourite. You may need to adapt sections to your usual workflow.
 
 * Shutdown your server
 * Backup your community database
-* Update the ``--addons-path`` parameter of your launch command (see :ref:`setup/install/source`)
+* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`)
 * Install the web_enterprise module by using
 
   .. code-block:: console
@@ -98,7 +98,7 @@ On Windows
 
   .. code-block:: console
 
-    $ odoo.exe -d <database_name> -i web_enterprise --stop-after-init
+    $ ..\python\python.exe odoo-bin -d <database_name> -i web_enterprise --stop-after-init
 
 * No need to manually launch the server, the service is running.
   You should be able to connect to your Odoo Enterprise instance using your usual

content/administration/maintain/hosting_changes.rst

@@ -1,87 +1,111 @@
-
-.. _db_management/hosting_changes:
-
 =======================
 Change hosting solution
 =======================
 
-You may want to move your Odoo database from one hosting solution to another.
-Depending on the platforms, you have to do it by yourself or contact our support team first.
+The instructions to change the hosting type of a database depend on the current solution used and to
+which solution the database should be moved.
 
-From on-premises to Odoo Online
-===============================
+Transferring an on-premise database
+===================================
 
-1. Create a :ref:`duplicate <duplicate_premise>` of your database: in this duplicate, uninstall all the **non-standard apps**.
-2. Grab a "dump with filestore" of your database by using the Database Manager.
-3. **If you have time constraints, contact us earlier to schedule the transfer.**
-4. `Create a support ticket <https://www.odoo.com/help>`_ and attach the dump (if the file is too large, use any file transfer service and attach the link to your ticket). Also include your subscription number and the URL you want to use for your database (e.g.: my-company.odoo.com).
-5. We will make sure your database is compatible and upload it to our cloud. In case of technical issues, we will get in touch with you.
-6. It's done!
+To Odoo Online
+--------------
 
 .. important::
-   - Odoo Online is not compatible with **non-standard apps**.
-   - The database you are moving to Odoo Online must be in a :doc:`supported version
-     <supported_versions>`.
+   - Odoo Online is *not* compatible with **non-standard apps**.
+   - The database's current version must be :doc:`supported <supported_versions>`.
 
-From on-premises to Odoo.sh
-===========================
+#. Create a :ref:`duplicate <duplicate_premise>` of the database.
+#. In this duplicate, uninstall all **non-standard apps**.
+#. Use the database manager to grab a *dump with filestore*.
+#. `Submit a support ticket <https://www.odoo.com/help>`_ including the following:
 
-1. Follow the :ref:`Import your database section of the Odoo.sh documentation <odoo_sh_import_your_database>`.
-2. ...and voilà!
+   - your **subscription number**,
+   - the **URL** you want to use for the database (e.g., `company.odoo.com`), and
+   - the **dump** as an attachment or as a link to the file (required for 60 MB+ files).
 
-From Odoo Online to on-premises
-===============================
-
-1. Log into `your Odoo Online user portal <https://accounts.odoo.com/my/databases/manage>`_ and look for the version number of your database.
-2. If your database does not run a :ref:`major version <supported_versions>` of Odoo, you cannot host it on-premises yet, you have to upgrade it first to a new major version. (*e.g.: If your database runs Odoo 12.3 which is not a major version, you have to upgrade it first to Odoo 13.0 or 14.0.*)
-3. Download a backup of your database by clicking on the "Gear" icon next to your database name then :menuselection:`Download` (if the download fails due to your backup file being too large, contact `our support <https://www.odoo.com/help>`_)
-4. Restore it from the database manager on your local server.
-
-From Odoo Online to Odoo.sh
-===========================
-
-1. Log into `your Odoo Online user portal <https://accounts.odoo.com/my/databases/manage>`_ and look for the version number of your database.
-2. If your database does not run a :ref:`major version <supported_versions>` of Odoo, you cannot host it on Odoo.sh yet, you have to upgrade it first to a new major version. (*e.g.: If your database runs Odoo 12.3 which is not a major version, you have to upgrade it first to Odoo 13.0 or 14.0.*)
-3. Download a backup of your database by clicking on the "Gear" icon next to your database name then :menuselection:`Download` (if the download fails due to your backup file being too large, contact `our support <https://www.odoo.com/help>`_)
-4. Follow the :ref:`Import your database section of the Odoo.sh documentation <odoo_sh_import_your_database>`.
-
-From Odoo.sh to Odoo Online
-===========================
-
-#. Uninstall all the **non-standard apps**.
-#. `Create a support ticket <https://www.odoo.com/help>`_ and include the following:
-
-   - Your subscription number
-   - The URL you want to use for your database (e.g., `example.odoo.com`)
-   - Which branch you want to migrate
-   - In which region you want to be hosted:
-
-     - Americas
-     - Europe
-     - Asia
-
-   - Which user(s) will be the administrator(s)
-   - When (and in which timezone) you want the database to be up and running
-
-#. We will make sure your database is compatible and upload it to our cloud. In case of technical
-   issues, we will get in touch with you.
-#. All done!
-
-.. important::
-   - Odoo Online is not compatible with **non-standard apps**.
-   - Make sure to uninstall all the **non-standard apps** in a staging build before doing it in your
-     production build.
+#. Odoo then makes sure the database is compatible before putting it online. In case of technical
+   issues during the process, Odoo might contact you.
 
 .. note::
-   - Make sure you select the **region** that is closest to your users to reduce latency.
-   - The future **administrator(s)** must have an odoo.com account.
-   - The specific **date and time** at which you want the database to be up and running are mainly
-     helpful to organize the switch from the odoo.sh server to the Odoo Online servers.
+   If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
+   possible to schedule the transfer.
+
+To Odoo.sh
+----------
+
+Follow the instructions found in :ref:`the Import your database section
+<odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
+
+Transferring an Odoo Online database
+====================================
+
+.. important::
+   Odoo Online's :ref:`intermediary versions <supported_versions>` cannot be hosted on-premise as
+   that type of hosting does not support those versions. Therefore, if the database to transfer
+   is running an intermediary version, it must be upgraded first to the next :ref:`major version
+   <supported_versions>`, waiting for its release if necessary.
+
+   .. example::
+      Transferring an online database running on Odoo 16.3 would require first upgrading it to Odoo
+      17.0.
+
+   .. tip::
+      Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database
+      manager <https://www.odoo.com/my/databases/>`_ to display its version number.
+
+To on-premise
+-------------
+
+#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
+   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
+   download fails due to the file being too large, `contact Odoo support
+   <https://www.odoo.com/help>`_.
+#. Restore the database from the database manager on your local server using the backup.
+
+To Odoo.sh
+----------
+
+#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
+   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
+   download fails due to the file being too large, `contact Odoo support
+   <https://www.odoo.com/help>`_.
+#. Follow the instructions found in :ref:`the Import your database section
+   <odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
+
+Transferring an Odoo.sh database
+================================
+
+To Odoo Online
+--------------
+
+.. important::
+   Odoo Online is *not* compatible with **non-standard apps**.
+
+#. Uninstall all **non-standard apps** in a staging build before doing it in the production build.
+#. `Create a support ticket <https://www.odoo.com/help>`_ including the following:
+
+   - your **subscription number**,
+   - the **URL** you want to use for the database (e.g., `company.odoo.com`),
+   - which **branch** should be migrated,
+   - in which **region** you want the database to be hosted (Americas, Europe, or Asia),
+   - which user(s) will be the **administrator(s)**, and
+   - **when** (and in which timezone) you want the database to be up and running.
+
+#. Odoo then makes sure the database is compatible before putting it online. In case of technical
+   issues during the process, Odoo might contact you.
+
+.. note::
+   - If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
+     possible to schedule the transfer.
+   - Select the **region** closest to most of your users to reduce latency.
+   - Future **administrator(s)** must have an Odoo.com account.
+   - The **date and time** you want the database to be up and running are helpful to organize the
+     switch from the Odoo.sh server to the Odoo Online servers.
    - Databases are **not reachable** during their migration.
-   - **If you have time constraints, contact us earlier to schedule the transfer**.
 
-From Odoo.sh to on-premises
-===========================
+To on-premise
+-------------
 
-1.  Grab a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
-2.  Restore it from the database manager on your local server.
+#. Download a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
+#. Restore the database from the database manager on your local server using the backup.

content/administration/maintain/odoo_online.rst

@@ -2,25 +2,15 @@
 Odoo Online database management
 ===============================
 
-To manage a database, sign in to https://www.odoo.com and access the `database management page
-<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
-:guilabel:`My Databases`.
+To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
+as the database administrator.
 
-.. image:: odoo_online/my-databases.png
-   :align: center
-   :alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
+All the main database management options are available by clicking the database name, except the
+upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
+database name. It is only displayed if an upgrade is available.
 
-.. note::
-   Make sure to connect as the administrator of the database that changes will be made on.
-
-.. image:: odoo_online/dropdown-menu.png
-   :align: right
-   :alt: Clicking on the gear icon opens the drop-down menu.
-
-Open the drop-down menu next to the database that changes will be made on by clicking on the gear
-icon.
-
-Several actions are available:
+.. image:: odoo_online/database-manager.png
+   :alt: Accessing the database management options
 
 - :ref:`odoo_online/upgrade`
 - :ref:`odoo_online/duplicate`
@@ -37,39 +27,24 @@ Several actions are available:
 Upgrade
 =======
 
-If the database is *not* on the latest **Online version**, the administrator should receive an
-invitation to :doc:`upgrade <../upgrade>` the database. A :guilabel:`Rolling Release`` button on the
-database's main screen proposes an upgrade to the latest version (e.g., 14.0 to 16.1).
-
-.. important::
-   - | **If the Odoo database's version is lower than the latest major release:**
-     | The database must be upgraded within two months. After these two months, an automatic
-       upgrade is initiated.
-   - | **If the Odoo database's version is equal to or higher than the latest major release:**
-     | Disregard the invitation to upgrade as the database probably wouldn't benefit from new
-       features every two months.
-
-.. note::
-   Versions that are not supported anymore become deprecated and need to be updated to avoid
-   security issues. Odoo recommends that the company initiate the upgrade, as this method allows for
-   the company to request a test upgrade of the database to check for any discrepancies.
+Trigger a database upgrade.
 
 .. seealso::
-   - :doc:`../upgrade`
-   - :doc:`supported_versions`
+   For more information about the upgrade process, check out the :ref:`Odoo Online upgrade
+   documentation <upgrade/request-test-database>`.
 
 .. _odoo_online/duplicate:
 
 Duplicate
 =========
 
-This allows to make an exact copy of the database to be able to perform testing without compromising
-the daily operations.
+Create an exact copy of the database, which can be used to perform testing without compromising
+daily operations.
 
 .. important::
-   - By checking :guilabel:`For testing purposes`, all external communication (emails, payments,
-     delivery orders, etc.) are disabled by default on the duplicated database.
-   - Duplicate databases expire automatically after 15 days.
+   - By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
+     orders, etc.) are disabled by default on the duplicated database.
+   - Duplicated databases expire automatically after 15 days.
 
 .. _odoo_online/rename:
 
@@ -83,28 +58,31 @@ Rename the database and its URL.
 Download
 ========
 
-Instantly download a ZIP file with a backup of the database.
+Download a ZIP file containing a backup of the database.
 
 .. note::
-   Databases are backed up daily according to the `Odoo Cloud SLA
+   Databases are backed up daily as per the `Odoo Cloud Hosting SLA
    <https://www.odoo.com/cloud-sla>`_.
 
 .. _odoo_online/domains:
 
-Domains
-=======
+Domain names
+============
 
-Configure custom domains to access the database via another URL.
+Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
 
-.. seealso::
-   - :doc:`domain_names`
+.. tip::
+   You can :ref:`register a domain name for free <domain-name/odoo-register>`.
 
 .. _odoo_online/tags:
 
 Tags
 ====
 
-Add tags to sort your databases out. You can search the tags in the search bar.
+Add tags to easily identify and sort your databases.
+
+.. tip::
+   You can search for tags in the search bar.
 
 .. _odoo_online/delete:
 
@@ -114,44 +92,42 @@ Delete
 Delete a database instantly.
 
 .. danger::
-   Deleting a database means that all data is permanently lost. The deletion is instant and for all
-   users. It is recommended to create a backup of the database before deleting it.
+   Deleting a database means that all data is permanently lost. The deletion is instant and applies
+   to all users. It is recommended to create a backup of the database before deleting it.
 
-Carefully read the warning message that pops up and proceed only if the implications of deleting a
-database are fully understood:
+Carefully read the warning message and only proceed if the implications of deleting a database are
+fully understood.
 
 .. image:: odoo_online/delete.png
-   :align: center
-   :alt: A warning message is prompted before deleting a database.
+   :alt: The warning message displayed before deleting a database
 
 .. note::
    - Only an administrator can delete a database.
-   - The database name is immediately available for a new database.
-   - It is not possible to delete a database if it is expired or linked to a subscription. If
-     needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
+   - The database name is immediately made available to anyone.
+   - Deleting a database if it has expired or is linked to a subscription is impossible. In that
+     case, contact `Odoo Support <https://www.odoo.com/help>`_.
 
 .. _odoo_online/contact-support:
 
-Contact Support
-===============
+Contact us
+==========
 
-Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
+Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
 pre-filled.
 
 .. _odoo_online/users:
 
-Invite / Remove Users
+Invite / remove users
 =====================
 
-To invite users, fill out the email address of the new user and click on :guilabel:`Invite`. To add
-multiple users, click on :guilabel:`Add more users`.
+To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
+users, click :guilabel:`Add more users`.
 
 .. image:: odoo_online/invite-users.png
-   :align: center
-   :alt: Clicking on "Add more users" adds additional email fields.
+   :alt: Inviting a user on a database
 
-To remove users, select the users to remove and click on :guilabel:`Remove`.
+To remove users, select them and click :guilabel:`Remove`.
 
 .. seealso::
    - :doc:`/applications/general/users/manage_users`
-   - :doc:`/applications/general/users/delete_account`
+   - :doc:`/applications/general/users/odoo_account`

content/administration/maintain/supported_versions.rst

@@ -1,3 +1,4 @@
+:hide-page-toc:
 
 .. _supported_versions:
 
@@ -16,56 +17,100 @@ Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
    - Online versions are *not* released for Odoo.sh and On-Premise installations.
    - Online versions are listed below as *SaaS*.
 
-What's the support status of my Odoo?
-=====================================
-
 This matrix shows the support status of every version.
 
 **Major releases are in bold type.**
 
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-|                 | Odoo Online | Odoo.sh  | On-Premise  | Release date   | End of support         |
-+=================+=============+==========+=============+================+========================+
-| Odoo saas~16.2  | |green|     | N/A      | N/A         | March 2023     | June 2023 (planned)    |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~16.1  | |green|     | N/A      | N/A         | February 2023  | April 2023             |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 16.0**   | |green|     | |green|  | |green|     | October 2022   | October 2025 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~15.2  | |red|       | N/A      | N/A         | March 2022     | January 2023           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~15.1  | |red|       | N/A      | N/A         | February 2022  | July 2022              |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 15.0**   | |green|     | |green|  | |green|     | October 2021   | October 2024 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 14.0**   | |green|     | |green|  | |green|     | October 2020   | October 2023 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 13.0**   | |red|       | |red|    | |red|       | October 2019   | October 2022           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~12.3  | |red|       | N/A      | N/A         | August 2019    |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 12.0**   | |red|       | |red|    | |red|       | October 2018   | October 2021           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~11.3  | |red|       | N/A      | N/A         | April 2018     |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 11.0**   | |red|       | |red|    | |red|       | October 2017   | October 2020           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 10.saas~15 | |red|       | N/A      | N/A         | March 2017     |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 10.saas~14 | |red|       | N/A      | N/A         | January 2017   |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 10.0**   | |red|       | |red|    | |red|       | October 2016   | October 2019           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 9.saas~11  | |red|       | N/A      | N/A         | May 2016       |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 9.0**    | |red|       | N/A      | |red|       | October 2015   | October 2018           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 8.saas~6   | |red|       | N/A      | N/A         | February 2015  |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 8.0**    | |red|       | N/A      | |red|       | September 2014 | October 2017           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+.. list-table::
+   :header-rows: 1
+   :widths: auto
 
-.. note::
+   * -
+     - Odoo Online
+     - Odoo.sh
+     - On-Premise
+     - Release date
+     - End of support
+   * - Odoo saas~17.1
+     - |green|
+     - N/A
+     - N/A
+     - January 2024
+     -
+   * - **Odoo 17.0**
+     - |green|
+     - |green|
+     - |green|
+     - November 2023
+     - October 2026 (planned)
+   * - Odoo saas~16.4
+     - |green|
+     - N/A
+     - N/A
+     - August 2023
+     -
+   * - Odoo saas~16.3
+     - |red|
+     - N/A
+     - N/A
+     - June 2023
+     -
+   * - Odoo saas~16.2
+     - |red|
+     - N/A
+     - N/A
+     - March 2023
+     -
+   * - Odoo saas~16.1
+     - |red|
+     - N/A
+     - N/A
+     - February 2023
+     -
+   * - **Odoo 16.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2022
+     - November 2025 (planned)
+   * - Odoo saas~15.2
+     - |red|
+     - N/A
+     - N/A
+     - March 2022
+     - January 2023
+   * - Odoo saas~15.1
+     - |red|
+     - N/A
+     - N/A
+     - February 2022
+     - July 2022
+   * - **Odoo 15.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2021
+     - November 2024 (planned)
+   * - **Odoo 14.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2020
+     - November 2023
+   * - **Odoo 13.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2019
+     - October 2022
+   * - Older versions
+     - |red|
+     - |red|
+     - |red|
+     - Before 2019
+     - Before 2022
+
+.. admonition:: Legend
 
     |green| Supported version
 
@@ -73,7 +118,9 @@ This matrix shows the support status of every version.
 
     N/A Never released for this platform
 
-    🏁 Future version, not released yet
+.. important::
+   Even though we don't support older versions, you can always `upgrade from any version
+   <https://upgrade.odoo.com/>`_.
 
 .. |green| raw:: html
 
@@ -82,12 +129,3 @@ This matrix shows the support status of every version.
 .. |red| raw:: html
 
    <span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>
-
-I run an older version of Odoo/OpenERP/TinyERP
-==============================================
-
-OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform.
-
-TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform.
-
-Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_.

content/administration/maintain/update.rst

@@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
 Edition on top of your current installation. This will preserve your data without any alteration,
 as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
 
-The main reference for updating is logically our :ref:`installation guide <setup/install>`,
+The main reference for updating is logically our :doc:`installation guide <../install>`,
 which explains the common installation methods.
 
 Updating is also most appropriately accomplished by the person who deployed Odoo initially,
@@ -110,7 +110,7 @@ to replace the installation directory with a newer version. First download the l
 from Odoo.com. They are updated daily and include the latest security fixes (see step #1)
 After downloading the package, extract it to a temporary location on your server.
 
-You will get a folder labelled with the version of the source code, for example "odoo-13.0+e.20190719",
+You will get a folder labeled with the version of the source code, for example "odoo-13.0+e.20190719",
 that contains a folder "odoo.egg-info" and the actual source code folder named "odoo" (for Odoo 10
 and later) or "openerp" for older versions.
 You can ignore the odoo.egg-info folder. Locate the folder where your current installation is deployed,

content/administration/odoo_sh/getting_started/branches.rst

@@ -99,7 +99,7 @@ disable the tests or allow specific tests to be run with custom tags in the :ref
 <odoosh-gettingstarted-branches-tabs-settings>`.
 
 Similar to staging branches, the emails are not sent but are intercepted by a mailcatcher and
-scheduled actions are not triggered as often is the database is not in use.
+scheduled actions are not triggered as long as the database is not in use.
 
 The databases created for development branches are meant to live around three days.
 After that, they can be automatically garbage collected to make room for new databases without prior notice.
@@ -295,7 +295,7 @@ Upgrade
 Available for production and staging branches for valid projects.
 
 .. seealso::
-    :doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`
+    :doc:`Upgrade documentation <../../upgrade>`
 
 .. _odoosh-gettingstarted-branches-tabs-settings:
 

content/administration/odoo_sh/getting_started/first_module.rst

@@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal:
 
   $ odoo-bin scaffold my_module ~/src/user/
 
-Or, from your computer, if you have an :ref:`installation of Odoo <setup/install/source>`:
+Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
 
 .. code-block:: bash
 

content/administration/odoo_sh/getting_started/settings.rst

@@ -45,41 +45,101 @@ these databases if they have one, using their regular credentials.
 
 In addition, they cannot use the webshell nor have access to the server logs.
 
-+---------------------+-----------------+-----------+-----------+
-|                     |                 | User      | Admin     |
-+=====================+=================+===========+===========+
-|Development          | History         |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | 1-click connect |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Logs            |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Shell/SSH       |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Mails           |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Settings        |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Production & Staging | History         |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | 1-click connect |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Logs            |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Shell/SSH       |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Mails           |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Monitoring      |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Backups         |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Settings        |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Status               |                 |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Settings             |                 |           |     X     |
-+---------------------+-----------------+-----------+-----------+
+.. list-table::
+   :header-rows: 1
+   :widths: auto
+
+   * -
+     -
+     - User
+     - Admin
+   * - Development
+     - History
+     - |green|
+     - |green|
+   * -
+     - 1-click connect
+     - |green|
+     - |green|
+   * -
+     - Logs
+     - |green|
+     - |green|
+   * -
+     - Shell/SSH
+     - |green|
+     - |green|
+   * -
+     - Mails
+     - |green|
+     - |green|
+   * -
+     - Upgrade
+     - |green|
+     - |green|
+   * -
+     - Settings
+     - |green|
+     - |green|
+   * - Production & Staging
+     - History
+     - |green|
+     - |green|
+   * -
+     - 1-click connect
+     -
+     - |green|
+   * -
+     - Logs
+     -
+     - |green|
+   * -
+     - Shell/SSH
+     -
+     - |green|
+   * -
+     - Mails
+     -
+     - |green|
+   * -
+     - Monitoring
+     -
+     - |green|
+   * -
+     - Backups
+     -
+     - |green|
+   * -
+     - Upgrade
+     -
+     - |green|
+   * -
+     - Settings
+     - |green|\*
+     - |green|
+   * - Status
+     -
+     - |green|
+     - |green|
+   * - Settings
+     -
+     -
+     - |green|
+
+.. note::
+    \* Only in staging branches
+
+.. |green| raw:: html
+
+   <span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
+
+.. |orange| raw:: html
+
+   <span class="text-warning" style="font-size: 32px; line-height: 0.5">●</span>
+
+.. |red| raw:: html
+
+   <span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>
 
 Public Access
 =============

content/administration/upgrade.rst

@@ -1,226 +1,372 @@
-:show-content:
-
-.. |assistance-contact| replace::
-   If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
-   our `Sales department`_.
-.. _Sales department: mailto:sales@odoo.com
-
 =======
 Upgrade
 =======
 
-.. toctree::
-   :titlesonly:
+.. _administration/upgrade:
 
-   upgrade/odoo_online
-   upgrade/odoo_sh
-   upgrade/on_premise
-   upgrade/faq
+An upgrade is the process of moving your database from an older version to a newer :doc:`supported
+version <maintain/supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is
+essential as each version comes with new and improved features, bug fixes, and security patches.
 
-An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
+.. _upgrade_faq/rolling_release:
+
+.. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process
+
+   The Rolling Release process allows Odoo Online customers to upgrade their database directly from
+   a message prompt sent to the database administrator as soon as a new version is released. The
+   invitation to upgrade is only sent if no issues are detected during the automatic tests.
+
+   .. image:: upgrade/rr-upgrade-message.png
+      :alt: The upgrade message prompt on the top right of the database
+
+   It is strongly recommended to manually :ref:`test the upgrade first <upgrade/test_your_db>`.
+   Clicking :guilabel:`I want to test first` redirects to `the database manager
+   <https://www.odoo.com/my/databases/>`_, where it is possible to request an upgraded test database
+   and check it for any discrepancies.
+
+   It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it
+   immediately triggers the live production database upgrade.
+
+   If the Rolling Release process detects an issue with the upgrade, it will be deactivated until
+   the issue is resolved.
 
 An upgrade does not cover:
 
-* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
-* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Odoo Online
-  or Odoo.sh)
-* Migration from another ERP to Odoo
+  - Downgrading to a previous version of Odoo
+  - :doc:`Switching editions <maintain/enterprise>` (e.g., from Community to Enterprise)
+  - :doc:`Changing hosting type </administration/maintain/hosting_changes>` (e.g., from on-premise
+    to Odoo Online)
+  - Migrating from another ERP to Odoo
 
-.. note:: |assistance-contact|
+.. warning::
+   If your database contains custom modules, it cannot be upgraded until a version of your custom
+   modules is available for the target version of Odoo. For customers maintaining their own custom
+   modules, we recommend to parallelize the process by :ref:`requesting an upgraded database
+   <upgrade/request-test-database>` while also :doc:`upgrading the source code of your custom
+   modules </developer/howtos/upgrade_custom_db>`.
 
-.. seealso::
-   - :ref:`upgrade/sla`
 
-.. _upgrade/process-workflow:
+Upgrading in a nutshell
+-----------------------
 
-Process workflow
-================
+#. Request an upgraded test database (see :ref:`obtaining an upgraded test database
+   <upgrade/request-test-database>`).
 
-The upgrade process in a nutshell:
+#. If applicable, upgrade the source code of your custom module to be compatible with the new
+   version of Odoo (see :doc:`/developer/howtos/upgrade_custom_db`).
 
-#. You create a test upgrade request.
-#. Odoo processes the request automatically by running the database through an upgrade script, which
-   takes between 20 and 120 minutes.
-#. Odoo delivers a test database.
-#. You test your database for possible discrepancies (see :ref:`upgrade/test-guidance`).
-#. If there are any discrepancies, you report them to the Upgrade support team via the help portal
-   (see :ref:`upgrade/test-assistance`).
-#. We fix the issues and send you a new test database.
-#. Once you have completed the testing and are happy with the result, you decide on a date and time
-   when you stop users from accessing Odoo, freeze all data entries, and create an upgrade request
-   for the production upgrade.
-#. Odoo delivers the production database through the automated process.
-#. You restore it in your Production environment a few short hours later and continue working on the
-   newly upgraded database (this is done automatically on Odoo Online).
+#. Thoroughly test the upgraded database (see :ref:`testing the new version of the database
+   <upgrade/test_your_db>`).
 
-.. seealso::
-   - :doc:`Upgrade process for Odoo Online <upgrade/odoo_online>`
-   - :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
-   - :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
+#. Report any issue encountered during the testing to Odoo via the `support page
+   <https://odoo.com/help?stage=migration>`__.
 
-.. _upgrade/testing-phase:
+#. Once all issues are resolved and you are confident that the upgraded database can be used as
+   your main database without any issues, plan the upgrade of your production database.
 
-Testing
-=======
+#. Request the upgrade for the production database, rendering it unavailable for the time it takes
+   to complete the process (see :ref:`upgrading the production database <upgrade/upgrade-prod>`).
 
-This phase allows you to review an upgraded version of your database without affecting your
-production database in any way. We suggest that you run the test upgrade process at least once, but
-you can do it as many times as you need (one at a time).
+#. Report any issue encountered during the upgrade to Odoo via the `support page
+   <https://odoo.com/help?stage=post_upgrade>`__.
 
-Once you receive your upgraded test database, check that all data, processes, and functionality are
-still correct and working as expected.
+.. _upgrade/request-test-database:
 
-If you do find discrepancies, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
-a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
-script.
-
-If you do not find any discrepancies, you can move on to the upgrade of your production database.
-
-.. important::
-   A test database is only intended for testing and remains completely unrelated to your present or
-   future production database. Any data you add, or changes you make, will not be reflected in your
-   upgraded production database.
-
-.. note::
-   Test databases are neutered and features are disabled to prevent them from having an impact on
-   the production database:
-
-   #. The serial number of the database is modified (to prevent it from sending information as if it
-      was the production database).
-   #. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
-      ``http://localhost:8069`` and the email domain to ``localhost``.
-   #. Scheduled actions are disabled (the calendar synchronization, the bank statement
-      synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
-   #. Outgoing mail servers are disabled by archiving the existing ones and adding a
-      fake/non-working one.
-   #. Payment providers and delivery carriers are reset to test environment.
-   #. Accounting localization Electronic Data Interchange (EDI) services are disabled.
-   #. A system parameter is set to tell the database has been neutered.
-
-.. _upgrade/test-db-request:
-
-Request a test database
-=======================
-
-Follow the instructions available per hosting type on the `website form
-<https://upgrade.odoo.com>`_ and select *Testing* purpose.
-
-.. image:: upgrade/test-purpose.png
-   :align: center
-   :alt: Selection of the "Testing" purpose in the upgrade form on Odoo
-
-.. _upgrade/test-guidance:
-
-Test guidance
-=============
-
-Every business and organization has its own operational needs and has to test its specific Odoo
-database individually. We recommend you look at `the test scenario
-<https://docs.google.com/document/d/1ypNs7JKPOsjNbKpdiKFH7Al6g6whZ9jr7f7duAQ5E1w/>`_ for further
-information.
-
-.. todo:: change link "test scenario" once the related doc is published
-
-.. _upgrade/test-assistance:
-
-Assistance
-----------
-
-If you encounter an issue in the **test database**, please get in touch with Odoo Upgrade Support
-via the `Odoo Support page <https://www.odoo.com/help>`_.
-
-Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
-
-   .. image:: upgrade/test-assistance.png
-      :align: center
-      :alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
-
-   .. warning::
-      If you choose another *Ticket Description* type, the request will be redirected to another
-      team. This will slow down the processing and response time.
-
-Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
-This will avoid clarifying questions and speed up the resolution process significantly.
-
-.. note::
-   * The purpose of the test phase is not to correct existing data or configurations in your
-     database.
-   * |assistance-contact|
-
-.. _upgrade/steps-production:
-
-The production launch
-=====================
-
-The production upgrade request is when you decide to upgrade your current database with all your
-production data (invoices, VAT returns, inventories, current orders) to a new version of your
-choice.
-
-After your :ref:`tests <upgrade/testing-phase>` are completed to your satisfaction, submit the
-request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
-Select *Production* purpose.
-
-.. important::
-   Going into production without first testing may lead to:
-
-   - business interruptions (e.g., no longer having the possibility to validate an action)
-   - poor customer experiences (e.g., an eCommerce website that does not work correctly)
-
-.. _upgrade/production-assistance:
-
-Assistance
-----------
-
-If you encounter issues or problems in the **production database**, please get in touch with **Odoo
-Support**:
-
-#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
-#. Under the *Ticket Description* section, select the appropriate type related to your issue but
-   **do not select** the option *An issue related to my upgrade*.
-
-   .. note::
-      After upgrading to production, the support will be provided by the Support team instead of the
-      Upgrade team.
-
-#. Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
-   This will avoid clarifying questions and speed up the resolution process significantly.
-
-   .. warning::
-      If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
-      to another team than the support one and will slow down the processing and response time.
-
-.. _upgrade/assistance:
-
-Help
-====
-
-.. _upgrade/contact:
-
-Contact our upgrade service support
+Obtaining an upgraded test database
 -----------------------------------
 
-Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
-Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
+The `Upgrade page <https://upgrade.odoo.com/>`_ is the main platform for requesting an upgraded
+database. However, depending on the hosting type, you can upgrade from the command line
+(on-premise), the `Odoo Online database manager <https://odoo.com/my/databases>`_, or your `Odoo.sh
+project <https://odoo.sh/project>`_.
 
-.. _upgrade/supported-versions:
+.. note::
+   The Upgrade platform follows the same `Privacy Policy <https://www.odoo.com/privacy>`_ as the
+   other Odoo.com services. Visit the `General Data Protection Regulation page
+   <https://www.odoo.com/gdpr>`_ to learn more about how Odoo handles your data and privacy.
 
-Supported versions
-------------------
+.. tabs::
 
-Please note that Odoo provides support and bug fixing only for the three last major versions of
-Odoo.
+   .. group-tab:: Odoo Online
 
-This is a factor to take into consideration before upgrading. If you are on an older version, we
-suggest you to prefer the most recent version to benefit from longer support (before having to
-upgrade again).
+      Odoo Online databases can be manually upgraded via the `database manager
+      <https://odoo.com/my/databases>`_.
+
+      The database manager displays all databases associated with the user's account. Databases
+      not on the most recent version of Odoo display an arrow in a circle icon next to their name,
+      indicating that they can be upgraded.
+
+      .. image:: upgrade/databases-page.png
+         :alt: The database manager with an upgrade button next to the name of a database.
+
+      Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:
+
+      - The **version** of Odoo you want to upgrade to, usually the latest version
+      - The **email** address that should receive the link to the upgraded database
+      - The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for
+        your first upgrade request
+
+      .. image:: upgrade/upgrade-popup.png
+         :alt: The "Upgrade your database" popup.
+
+      The :guilabel:`Upgrade in progress` tag is displayed next to the database name until
+      completion. Once the process succeeds, an email containing a link to the upgraded test
+      database is sent to the address provided. The database can also be accessed from the database
+      manager by clicking the dropdown arrow before the database name.
+
+      .. image:: upgrade/access-upgraded-db.png
+         :alt: Clicking the menu arrow displays the upgraded test database.
+
+   .. group-tab:: Odoo.sh
+
+      Odoo.sh is integrated with the upgrade platform to simplify the upgrade process.
+
+      .. image:: upgrade/odoo-sh-staging.png
+         :alt: Odoo.sh project and tabs
+
+      The **latest production daily automatic backup** is then sent to the `upgrade platform
+      <https://upgrade.odoo.com>`_.
+
+      Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is
+      put in a **special mode**: each time a **commit is pushed** on the branch, a **restore
+      operation** of the upgraded backup and an **update of all the custom modules** occur. This
+      allows you to test your custom modules on a pristine copy of the upgraded database. The log
+      file of the upgrade process can be found in your newly upgraded staging build by going to
+      :file:`~/logs/upgrade.log`.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. If there are none, the
+         "update on commit" mode is skipped, the upgraded database is built as soon as it is
+         transferred from the upgrade platform, and the upgrade mode is exited.
+
+         Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+   .. group-tab:: On-premise
+
+      The standard upgrade process can be initiated by entering the following command line on the
+      machine where the database is hosted:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target version>
+
+      The following command can be used to display the general help and the main commands:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) --help
+
+      An upgraded test database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. Check out the
+         :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+      .. note::
+         - For security reasons, only the person who submitted the upgrade request can download it.
+         - For storage reasons, the database's copy is submitted without a filestore to the upgrade
+           server. Therefore, the upgraded database does not contain the production filestore.
+         - Before restoring the upgraded database, its filestore must be merged with the production
+           filestore to be able to perform tests in the same conditions as it would be in the new
+           version.
+         - The upgraded database contains:
+
+           - A `dump.sql` file containing the upgraded database
+           - A `filestore` folder containing files extracted from in-database records into
+             attachments (if there are any) and new standard Odoo files from the targeted Odoo
+             version (e.g., new images, icons, payment provider's logos, etc.).
+             This is the folder that should be merged with the production filestore
+             in order to get the full upgraded filestore.
+
+.. note::
+   You can request multiple test databases if you wish to test an upgrade more than once.
+
+.. _upgrade/upgrade_report:
+
+.. note::
+   When an upgrade request is completed, an upgrade report is attached to the successful upgrade
+   email, and it becomes available in the Discuss app for users who are part of the "Administration
+   / Settings" group. This report provides important information about the changes introduced by
+   the new version.
+
+.. _upgrade/test_your_db:
+
+Testing the new version of the database
+---------------------------------------
+
+It is essential to spend some time testing the upgraded test database to ensure that you are not
+stuck in your day-to-day activities by a change in views, behavior, or an error message once the
+upgrade goes live.
+
+.. note::
+   Test databases are neutralized, and some features are disabled to prevent them from impacting the
+   production database:
+
+   #. Scheduled actions are disabled.
+   #. Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.
+   #. Payment providers and delivery carriers are reset to the test environment.
+   #. Bank synchronization is disabled. Should you want to test the synchronization, contact your
+      bank synchronization provider to get sandbox credentials.
+
+Testing as many of your business flows as possible is strongly recommended to ensure they are
+working correctly and to get more familiar with the new version.
+
+.. admonition:: Basic test checklist
+
+   - Are there views that are deactivated in your test database but active in your production
+     database?
+   - Are your usual views still displayed correctly?
+   - Are your reports (invoice, sales order, etc.) correctly generated?
+   - Are your website pages working correctly?
+   - Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts,
+     companies, etc.)
+   - Are there any issues with your mail templates?
+   - Are there any issues with saved translations?
+   - Are your search filters still present?
+   - Can you export your data?
+
+.. spoiler:: Example of end-to-end testing
+
+   - Checking a random product in your product catalog and comparing its test and production data to
+     verify everything is the same (product category, selling price, cost price, vendor, accounts,
+     routes, etc.).
+   - Buying this product (Purchase app).
+   - Confirming the reception of this product (Inventory app).
+   - Checking if the route to receive this product is the same in your production database
+     (Inventory app).
+   - Selling this product (Sales app) to a random customer.
+   - Opening your customer database (Contacts app), selecting a customer (or company), and checking
+     its data.
+   - Shipping this product (Inventory app).
+   - Checking if the route to ship this product is the same as in your production database
+     (Inventory app).
+   - Validating a customer invoice (Invoicing or Accounting app).
+   - Crediting the invoice (issuing a credit note) and checking if it behaves as in your production
+     database.
+   - Checking your reports' results (Accounting app).
+   - Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app).
+   - Making an online order (Website apps) from the product selection in your shop until the
+     checkout process and checking if everything behaves as in your production database.
+
+   This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo.
+
+If you face an issue while testing your upgraded test database, you can request the assistance of
+Odoo via the `support page <https://odoo.com/help?stage=migration>`__ by selecting the option
+related to testing the upgrade. In any case, it is essential to report any
+problem encountered during the testing to fix it before upgrading your production database.
+
+You might encounter significant differences with standard views, features, fields, and models during
+testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced
+by a new version breaks a customization, it is the responsibility of the maintainer of your custom
+module to make it compatible with the new version of Odoo.
+
+.. tip::
+   Do not forget to test:
+
+   - Integrations with external software (EDI, APIs, etc.)
+   - Workflows between different apps (online sales with eCommerce, converting a lead all the way to
+     a sales order, delivery of products, etc.)
+   - Data exports
+   - Automated actions
+   - Server actions in the action menu on form views, as well as by selecting multiple records on
+     list views
+
+.. _upgrade/upgrade-prod:
+
+Upgrading the production database
+---------------------------------
+
+Once the :ref:`tests <upgrade/test_your_db>` are completed and you are confident that the upgraded
+database can be used as your main database without any issues, it is time to plan the go-live day. It
+can be planned in coordination with Odoo's upgrade support analysts, reachable via the `support page
+<https://odoo.com/help>`__.
+
+Your production database will be unavailable during its upgrade. Therefore, we recommend planning
+the upgrade at a time when the use of the database is minimal.
+
+As the standard upgrade scripts and your database are constantly evolving, it is also recommended
+to frequently request another upgraded test database to ensure that the upgrade process is
+still successful, especially if it takes a long time to finish. **Fully rehearsing the upgrade
+process the day before upgrading the production database is also recommended.**
+
+.. important::
+   - Going into production without first testing may lead to:
+
+     - Users failing to adjust to the changes and new features
+     - Business interruptions (e.g., no longer having the possibility to validate an action)
+     - Poor customer experience (e.g., an eCommerce website that does not work correctly)
+
+The process of upgrading a production database is similar to upgrading a test database with a few
+exceptions.
+
+.. tabs::
+
+   .. group-tab:: Odoo Online
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>`, except for the purpose option, which must be set to
+      :guilabel:`Production` instead of :guilabel:`Test`.
+
+      .. warning::
+         Once the upgrade is requested, the database will be unavailable until the upgrade is
+         finished. Once the process is completed, it is impossible to revert to the previous
+         version.
+
+   .. group-tab:: Odoo.sh
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>` on the :guilabel:`Production` branch.
+
+      .. image:: upgrade/odoo-sh-prod.png
+         :alt: View from the upgrade tab
+
+      The process is **triggered as soon as a new commit is made** on the branch. This
+      allows the upgrade process to be synchronized with the deployment of the custom modules'
+      upgraded source code.
+      If there are no custom modules, the upgrade process is triggered immediately.
+
+      .. important::
+         The database is unavailable throughout the process. If anything goes wrong, the platform
+         automatically reverts the upgrade, as it would be for a regular update. In case of success,
+         a backup of the database before the upgrade is created.
+
+      The update of your custom modules must be successful to complete the entire upgrade process.
+      Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in
+      production. More information on how to upgrade your custom modules can be found on
+      :doc:`/developer/howtos/upgrade_custom_db`.
+
+   .. group-tab:: On-premise
+
+      The command to upgrade a database to production is similar to the one of upgrading a test
+      database except for the argument `test`, which must be replaced by `production`:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) production -d <your db name> -t <target version>
+
+      An upgraded production database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+      Once the database is uploaded, any modification to your production database will **not** be
+      present on your upgraded database. This is why we recommend not using it during the upgrade
+      process.
+
+      .. important::
+         When requesting an upgraded database for production purposes, the copy is submitted without
+         a filestore. Therefore, the upgraded database filestore must be merged with the production
+         filestore before deploying the new version.
+
+In case of an issue with your production database, you can request the assistance of Odoo via the
+`support page <https://odoo.com/help?stage=post_upgrade>`__ by selecting the option related to
+the upgrade in production.
 
-.. seealso::
-   :doc:`maintain/supported_versions`
 
 .. _upgrade/sla:
 
 Service-level agreement (SLA)
-=============================
+-----------------------------
 
 With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including
 any support required to rectify potential discrepancies in the upgraded database.
@@ -230,7 +376,7 @@ Information about the upgrade services included in the Enterprise Licence is ava
 upgrade services you can expect.
 
 Upgrade services covered by the SLA
------------------------------------
+===================================
 
 Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can
 benefit from upgrade services at all times for:
@@ -245,7 +391,7 @@ Upgrade services are limited to the technical conversion and adaptation of a dat
 modules and data) to make it compatible with the version targeted by the upgrade.
 
 Upgrade services not covered by the SLA
----------------------------------------
+=======================================
 
 The following upgrade-related services are **not** included:
 
@@ -256,9 +402,6 @@ The following upgrade-related services are **not** included:
   <studio/automated-actions/action>`; and
 - **training** on using the upgraded version's features and workflows.
 
-.. note:: |assistance-contact|
-
 .. seealso::
-   - :doc:`Upgrade FAQ <upgrade/faq>`
    - :doc:`Odoo.sh documentation <odoo_sh>`
    - :doc:`Supported Odoo versions <maintain/supported_versions>`

content/administration/upgrade/faq.rst

@@ -1,228 +0,0 @@
-.. |assistance-contact| replace::
-   If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
-   our `Sales department`_.
-.. _Sales department: mailto:sales@odoo.com
-
-===
-FAQ
-===
-
-.. _upgrade-faq/why:
-
-Why upgrade
-===========
-
-* You benefit from the latest features of the :ref:`new major version
-  <upgrade-faq/release-notes>` released by Odoo.
-* If you are in an :ref:`unsupported version <upgrade/supported-versions>`, you get a new version
-  with support.
-
-.. _upgrade-faq/when:
-
-When to upgrade
-===============
-
-Whenever you want. You can make your upgrade request as soon as a new version is released or when
-your version turns unsupported, and you still wish to enjoy support.
-
-.. _upgrade-faq/availability:
-
-Availability of the new version
-===============================
-
-As soon as Odoo announces the release of a new major version, you can create a test upgrade request
-to try the latest version. Please note that at this point, the upgrade scripts will only have been
-tested with demo data. Please report any issue you might encounter while testing via the `Odoo
-Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
-requesting the upgrade of your database in production.
-
-.. _upgrade-faq/duration:
-
-Duration of the upgrade
-=======================
-
-It is impossible to give time estimates for every upgrade request.
-
-In general, the "smaller" the database, the quickest the upgrade request is completed. A single-user
-database that uses only CRM will be processed faster than a multi-company, multi-user database that
-uses Accounting, Sales, Purchase, and Manufacturing.
-
-You can expect the time it takes for the platform to upgrade the test database to be similar to the
-production upgrade.
-
-.. _upgrade-faq/project:
-
-Duration of the upgrade project
--------------------------------
-
-It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
-issues encountered that might need to be addressed by our technical team.
-
-So, in a nutshell, what can impact your upgrade lead time?
-
-* Source & targeted versions
-* Installed apps
-* Volume of data
-* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
-* Installation of new apps or configuration changes after the start of the test phase
-* User commitment
-
-.. _upgrade-faq/custom-modules:
-
-Upgrade of the custom modules
-=============================
-
-As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
-service is subject to additional fees.
-
-Depending on your situation, the custom code could be upgraded by our services, by one of our
-partners, or you can do it yourself.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/upgrade-or-migration:
-
-Upgrade or Migration
-====================
-
-An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
-:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
-<upgrade-faq/hosting-types-switch>`.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/editions-change:
-
-Editions change (from Community to Enterprise)
-==============================================
-
-The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
-community or enterprise edition. It is required to have an enterprise subscription to upgrade.
-
- .. note::
-    If you need assistance on this matter,  please contact us via the `Odoo Support page
-    <https://www.odoo.com/help>`_.
-
-.. seealso::
-   - `Editions <https://www.odoo.com/page/editions>`_
-
-.. _upgrade-faq/hosting-types-switch:
-
-Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)
-====================================================================
-
-An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
-
-Open the following link to get :doc:`more information about how to change your hosting type
-<../maintain/hosting_changes>`.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/upgrade-report:
-
-The Upgrade Report
-==================
-
-When an upgrade request completes successfully (test or production), you receive an email
-notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
-Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
-While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
-remains imperative that you test the upgraded database thoroughly and report any discrepancies you
-might find, before you decide to upgrade your production database.
-
-.. _upgrade-faq/custom-views:
-
-Custom views
-============
-
-During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
-have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
-generated after the upgrade is available in the Discuss app, and lists all the custom views that
-might be impacted by this.
-
-.. _upgrade-faq/release-notes:
-
-Release Notes by version
-========================
-
-Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
-features and improvements made in each version.
-
-How long is my test available for
-=================================
-
-An Odoo Online test database is available for one month by default. We can extend this trial period
-upon request. For Odoo.sh or on-premise, there is no restriction.
-
-How many tests to perform before upgrading to production?
-=========================================================
-
-As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
-before requesting your production upgrade and test your workflows one last time.
-
-How to/Where to report upgrade issues?
-======================================
-
-If you encounter issues during the upgrade process, please contact the Odoo Support through the
-`Odoo Support page <https://www.odoo.com/help>`_.
-
-- To report an issue discovered during the testing phase, please select **An issue related to my
-  upgrade (test phase)**.
-- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
-  (production)**.
-
-Upgrading to production
-=======================
-
-Once you have completed testing and are happy with the result, you decide on a date and time when
-you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
-production upgrade.
-
-How is my data handled in the Upgrade Platform?
-===============================================
-
-The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
-
-Your data is hosted on servers that follow our security guidelines, namely:
-
-- SSL - All web connections to client instances are protected with 256-bit SSL encryption
-  (HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
-  certificate chains are using SHA-2 already.
-- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
-  with firewall and intrusion countermeasures (not disclosed for obvious reasons).
-
-Servers are located at the same locations as our Cloud providers with the following services:
-
-- Restricted perimeter, physically accessed by authorized data center employees only
-- Physical access control with security badges or biometrical security
-- Security cameras monitoring the data center locations 24/7
-- Security personnel on-site 24/7
-
-The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
-are permanently deleted following that period.
-
-You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
-Regulation page <https://www.odoo.com/gdpr>`_.
-
-Rolling Release (applicable to Odoo Online databases)
-=====================================================
-
-This feature allows customers to upgrade their database directly from a message prompt sent to the
-database administrator as soon as the new version is released. Odoo first tests the upgrade to the
-next version. The rolling release upgrade option is displayed if the automated tests are successful.
-The message offers two options:
-
-#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
-
-#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
-   `request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
-   test database for any discrepancies.
-
-When you choose to proceed with the production upgrade directly, make sure all users have saved
-their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
-database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
-Support page <https://www.odoo.com/help>`_.
-
-.. note::
-   If you are using the Website or Studio app, we recommend you always do a test upgrade before
-   upgrading your production instance.

content/administration/upgrade/odoo_online.rst

@@ -1,30 +0,0 @@
-===========
-Odoo Online
-===========
-
-Requesting a test upgrade
-=========================
-
-#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
-#. Click on your profile icon and select *My Databases*.
-
-   .. image:: odoo_online/accessing-my-databases.png
-      :alt: Selecting My Databases under my profile
-
-#. Click on the up arrow button next to your main database name to proceed to the test upgrade.
-
-   .. image:: odoo_online/upgrade-option.png
-      :alt: Selecting the action settings icon
-
-#. In the pop-up message that appears, select the target version and then :guilabel:`Test` as
-   purpose.
-
-   .. note::
-      The :guilabel:`Production` purpose doesn't appear if you didn't test your upgraded database at
-      least once.
-
-#. This triggers the automated upgrade process. A confirmation email is then sent to you with the
-   the link to the upgraded database or to provide information if the upgrade failed.
-
-   .. note::
-      You can also see and access your test database from your *My Databases* page.

content/administration/upgrade/odoo_sh.rst

@@ -1,132 +0,0 @@
-=======
-Odoo.sh
-=======
-
-.. _upgrade/odoo_sh/overview:
-
-Overview
-========
-
-Odoo.sh is integrated with the upgrade platform to make the upgrade process easier.
-
-.. note::
-   The :guilabel:`Upgrade` tab is available in the branches view. It is only available for valid
-   projects with a valid production build.
-
-.. image:: odoo_sh/odoo-sh-menu.png
-   :align: center
-   :alt: Click on the upgrade menu
-
-The suggested upgrade steps on Odoo.sh are:
-
-#. On a :guilabel:`Development` branch, upgrade your custom modules to keep them compatible with the
-   new version and thoroughly **test them**.
-#. Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last daily production
-   backup and **test it**. Write upgrade scripts if necessary.
-#. Trigger the production upgrade from your :guilabel:`Production` branch and sit tight.
-
-.. seealso::
-   - :doc:`../../administration/upgrade`
-   - :doc:`Upgrade FAQ <../upgrade/faq>`
-   - :doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`
-
-.. _upgrade/odoo_sh/custom-modules:
-
-Upgrade your custom modules
-===========================
-
-The first step is to upgrade your custom modules to keep them compatible with the new version. Fork
-your :guilabel:`Production` branch in the :guilabel:`Development` stage, then go to the settings of
-your :guilabel:`Development` branch and select the Odoo version you target. If needed, modify your
-code to be compatible with the new version. Make sure to **test** your features are still working
-correctly.
-
-.. note::
-   Depending on your contract, the upgrade of your custom modules can be done by yourself, by your
-   Partner or by Odoo (if you hold a subscription including maintenance of customizations).
-
-.. _upgrade/odoo_sh/testing-phase:
-
-Upgrade your database on a staging branch
-=========================================
-
-Take the upgraded development branch and drag & drop it to :guilabel:`Staging`.
-
-Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`. Then, click on
-:guilabel:`Test Upgrade`.
-
-.. image:: odoo_sh/odoo-sh-staging.png
-   :align: center
-   :alt: Odoo.sh project and tabs
-
-The **latest production daily automatic backup** is sent to the
-`upgrade platform <https://www.upgrade.odoo.com>`_ to start the upgrade test process.
-
-.. note::
-   You can follow the upgrade process by going to the :guilabel:`Upgrade` menu of your
-   :guilabel:`Production` branch.
-
-When the upgraded backup is ready on the `upgrade platform <https://www.upgrade.odoo.com>`_, it is
-automatically downloaded back to your project.
-
-The branch is now in a **special mode**: each time a **commit is pushed** on the branch, a
-**restore operation** of the upgraded backup occurs, and an **update of all the custom modules**
-happens. This allows you to quickly iterate on your custom modules upgrade scripts. The log file of
-the upgrade process can be found at :file:`~/logs/upgrade.log` in your newly upgraded staging build.
-
-.. note::
-   - The **special upgrade mode** is automatically closed after 30 days.
-   - It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
-     upgraded database are set to be updated. If the modules are missing in the code, the update
-     fails, thus failing the whole process. An empty module with a manifest and possibly some custom
-     upgrade script are necessary to clean up the database. The complete removal of the module has
-     to be handled afterwards.
-
-Functionally test your upgraded database
-========================================
-
-Now that the test upgraded database is available on your staging branch, **thoroughly test it** and
-make sure everything runs as it's supposed to. Once you are satisfied with the result, you are ready
-to upgrade your production database.
-
-Production upgrade
-==================
-
-Once you are happy with your testing, you can start the process on the :guilabel:`Production`
-branch.
-
-On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, select the
-:guilabel:`targeted version` and click on the :guilabel:`start Upgrade` button.
-
-.. image:: odoo_sh/odoo-sh-prod.png
-   :align: center
-   :alt: View from the upgrade tab
-
-The actual process is **triggered as soon as you push a new commit** in your branch. Make sure you
-are pushing code that is compatible with the new version. For example by merging the code from your
-upgraded staging branch.
-
-.. note::
-   You can see the progress of the upgrade by going to the :guilabel:`Upgrade` tab of the main
-   branch.
-
-.. image:: odoo_sh/odoo-sh-progress.png
-   :align: center
-   :alt: View showing the progress of the upgrade
-
-.. important::
-   Your database is unavailable throughout the process.
-
-.. note::
-   If anything goes wrong, the platform automatically reverts the upgrade, the same as it would be
-   for a regular update. In case of success, a backup is always made.
-
-The update of your custom modules must be successful to complete the entire upgrade process. Make
-sure the status of your staging upgrade is :guilabel:`successful` before trying it in production.
-
-.. note::
-   It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
-   upgraded database are set to be updated. If the modules are missing in the code, the update
-   fails, thus failing the whole process. An empty module with a manifest and possibly some custom
-   upgrade script are necessary to clean up the database. The complete removal of the module has to
-   be handled afterwards.

content/administration/upgrade/on_premise.rst

@@ -1,59 +0,0 @@
-==========
-On-Premise
-==========
-
-Test upgrade request
-====================
-
-There are two ways to create your upgrade request.
-
-Upgrade request via command line
---------------------------------
-
-For technically-advanced users and partners, the upgrade process can be initiated via the following
-command line on the server where the database is hosted:
-
-:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
-<target version>`
-
-The above command creates the database dump, sends it to the upgrade platform, and initiates the
-automated upgrade process. During the upgrade, you can follow the live logs on your screen.
-Once the upgrade process is completed successfully, the upgraded database is restored onto the
-server (as a duplicate test database).
-
-Upgrade request via the Odoo Upgrade Portal
--------------------------------------------
-
-#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
-   (without filestore)`.
-#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
-   Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
-   link to download the upgrade database dump file.
-#. Import the upgraded database into your on-premise environment and manually test all processes and
-   workflows.
-
-.. note::
-   - For security reasons, only the person who submitted the upgrade request is able to download it.
-   - Any problem found during testing should be reported via the `helpdesk
-     <https://odoo.com/help>`_.
-
-Upgrade your production database
-================================
-
-Once you have completed the testing successfully, you can proceed to upgrade your live database in
-production. Download your upgraded database from the link in the email and import it onto your live
-environment.
-
-Custom modules (if applicable)
-==============================
-
-The upgrade of a database that contains custom modules is a two-step process.
-
-#. The standard upgrade is done when your upgrade request is completed.
-#. Your custom modules also need to be upgraded to keep them compatible with the new version.
-
-Depending on your contract, the upgrade of your custom modules can be done
-
-#. by yourself.
-#. by your Partner.
-#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').

content/applications/finance/accounting.rst

@@ -55,137 +55,185 @@ accounts, smart matching suggestions, etc.
 Double-entry bookkeeping
 ========================
 
-Odoo automatically creates all the behind-the-scenes journal entries
-for each of your accounting transactions: customer invoices, point of
-sale order, expenses, inventory moves, etc.
+Odoo automatically creates all the underlying journal entries for all accounting transactions (e.g.,
+customer invoices, vendor bills, point-of-sales orders, expenses, inventory valuations, etc.).
 
-Odoo uses the rules of double-entry bookkeeping system: all journal
-entries are automatically balanced (sum of debits = sum of credits).
+Odoo uses the double-entry bookkeeping system, whereby every entry needs a corresponding and
+opposite counterpart in a different account, with one account debited and the other credited.
+It ensures that all transactions are recorded accurately and consistently and that the accounts
+always balance.
 
 .. seealso::
-   - :doc:`Understand Odoo's accounting transactions per document
-     <accounting/get_started/cheat_sheet>`
+   :doc:`Accounting Cheat Sheet <accounting/get_started/cheat_sheet>`
 
-Accrual and Cash Basis Methods
-==============================
-
-Odoo supports both accrual and cash basis reporting. This allows you to
-report income / expense at the time transactions occur (i.e., accrual basis), or when
-payment is made or received (i.e., cash basis).
-
-Multi-companies
-===============
-
-Odoo allows one to manage several companies within the same database. Each
-company has its own chart of accounts and rules. You can get
-consolidation reports following your consolidation rules.
-
-Users can access several companies but always work in one company at a
-time.
-
-Multi-currencies
-================
-
-Every transaction is recorded in the default currency of the
-company. For transactions occurring in another currency, Odoo stores
-both the value in the currency of the company and the value in the
-currency of the transaction. Odoo can generate currencies gains and
-losses after the reconciliation of the journal items.
-
-Currency rates are updated once a day using a yahoo.com online
-web-service.
-
-International Standards
-=======================
-
-Odoo accounting supports more than 50 countries. The Odoo core
-accounting implements accounting standards that are common to all
-countries. Specific modules exist per country for the
-specificities of the country like the chart of accounts, taxes, or
-bank interfaces.
-
-In particular, Odoo's core accounting engine supports:
-
-* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking
-  countries including Ireland, Canada, Australia, and New Zealand)
-  where costs of good sold are reported when products are
-  sold/delivered.
-* European accounting where expenses are accounted at the supplier
-  bill.
-
-Odoo has modules to comply with IFRS rules.
-
-Accounts Receivable and Payable
-===============================
-
-By default, Odoo uses a single account for all account
-receivable entries and one for all accounts payable entries. You can
-create separate accounts per customers/suppliers, but you don't need
-to.
-
-As transactions are associated to customers or suppliers, you get
-reports to perform analysis per customer/supplier such as the customer
-statement, revenues per customers, aged receivable/payables, ...
-
-Wide range of financial reports
-===============================
-
-In Odoo, you can generate financial reports in real time. Odoo's
-reports range from basic accounting reports to advanced management
-reports. Odoo's reports include:
-
-* Performance reports (such as Profit and Loss, Budget Variance)
-* Position reports (such as Balance Sheet, Aged Payables, Aged
-  Receivables)
-* Cash reports (such as Bank Summary)
-* Detail reports (such as Trial Balance and General Ledger)
-* Management reports (such as Budgets, Executive Summary)
-
-Odoo's report engine allows you to customize your own report based on
-your own formulae.
-
-Import bank feeds automatically
-===============================
-
-Bank reconciliation is a process that matches your bank statement
-lines, as supplied by the bank, to your accounting transactions in the
-general ledger. Odoo makes bank reconciliation easy by frequently
-importing bank statement lines from your bank directly into your Odoo
-account. This means you can have a daily view of your cashflow without
-having to log into your online banking or wait for your paper bank
-statements.
-
-Odoo speeds up bank reconciliation by matching most of your imported
-bank statement lines to your accounting transactions. Odoo also
-remembers how you've treated other bank statement lines and provides
-suggested general ledger transactions.
-
-Calculate the tax you owe your tax authority
-============================================
-
-Odoo totals all your accounting transactions for your tax period and
-uses these totals to calculate your tax obligation. You can then check
-your sales tax by running Odoo's Tax Report.
-
-Inventory Valuation
-===================
-
-Odoo support both periodic (manual) and perpetual (automated)
-inventory valuations. The available methods are standard price,
-average price, LIFO (for countries allowing it) and FIFO.
-
-.. seealso::
-   - :doc:`View impact of the valuation method on your transactions
-     </applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
-
-Easy retained earnings
+Accrual and cash basis
 ======================
 
-Retained earnings are the portion of income retained by your
-business. Odoo automatically calculates your current year earnings in
-real time so no year-end journal or rollover is required.  This is
-calculated by reporting the profit and loss balance to your balance
-sheet report automatically.
+Both accrual and cash basis accounting are supported in Odoo. This allows reporting income and
+expense either when the transaction occurs (accrual basis) or when the payment is made or received
+(cash basis).
+
+.. seealso::
+   :doc:`Cash basis <accounting/taxes/cash_basis>`
+
+Multi-company
+=============
+
+Several companies can be managed within the same database. Each company has its :doc:`chart of
+accounts <accounting/get_started/chart_of_accounts>`, which is also useful to generate consolidation
+reports. Users can access several companies but can only work on a single company's accounting at a
+time.
+
+Multi-currency environment
+==========================
+
+A :doc:`multi-currency <accounting/get_started/multi_currency>` environment with an automated
+exchange rate to ease international transactions is available in Odoo. Every transaction is recorded
+in the company's default currency; for transactions occurring in another currency, Odoo stores both
+the value in the company's currency and the transactions' currency value. Odoo generates currency
+gains and losses after reconciling the journal items.
+
+.. seealso::
+   :doc:`Manage a bank in a foreign currency <accounting/bank/foreign_currency>`
+
+Branch management
+=================
+
+Multiple branches can be managed thanks to multi-company hierarchies. This allows to post journal
+entries on each branch as well as setting up a common lock date managed by the main company.
+
+International standards
+=======================
+
+Odoo Accounting supports more than 70 countries. It provides the central standards and mechanisms
+common to all nations, and thanks to country-specific modules, local requirements are fulfilled.
+Fiscal positions exist to address regional specificities like the chart of accounts, taxes, or any
+other requirements.
+
+.. seealso::
+   :doc:`Fiscal localization packages <fiscal_localizations>`
+
+Accounts receivable and payable
+===============================
+
+By default, there is a single account for the account receivable entries and one for the account
+payable entries. As transactions are linked to your **contacts**, you can run a report per customer,
+vendor, or supplier.
+
+The **Partner Ledger** report displays the balance of your customers and suppliers. It is available
+by going to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
+
+Reporting
+=========
+
+The following financial :doc:`reports <accounting/reporting>` are available and updated in
+real-time:
+
++-----------------------------------------------+
+|               Financial reports               |
++============+==================================+
+| Statement  | Balance sheet                    |
+|            +----------------------------------+
+|            | Profit and loss                  |
+|            +----------------------------------+
+|            | Cash flow statement              |
+|            +----------------------------------+
+|            | Tax report                       |
+|            +----------------------------------+
+|            | ES sales list                    |
++------------+----------------------------------+
+| Audit      | General ledger                   |
+|            +----------------------------------+
+|            | Trial balance                    |
+|            +----------------------------------+
+|            | Journal report                   |
+|            +----------------------------------+
+|            | Intrastat report                 |
+|            +----------------------------------+
+|            | Check register                   |
++------------+----------------------------------+
+| Partner    | Partner ledger                   |
+|            +----------------------------------+
+|            | Aged receivable                  |
+|            +----------------------------------+
+|            | Aged payable                     |
++------------+----------------------------------+
+| Management | Invoice analysis                 |
+|            +----------------------------------+
+|            | Unrealized currency gains/losses |
+|            +----------------------------------+
+|            | Depreciation schedule            |
+|            +----------------------------------+
+|            | Disallowed expenses              |
+|            +----------------------------------+
+|            | Budget analysis                  |
+|            +----------------------------------+
+|            | Product margins                  |
+|            +----------------------------------+
+|            | 1099 report                      |
++------------+----------------------------------+
+
+.. tip::
+   :doc:`Create and customize reports <accounting/reporting/customize>` with Odoo's report engine.
+
+Tax report
+----------
+
+Odoo computes all accounting transactions for the specific tax period and uses these totals to
+calculate the tax obligation.
+
+.. important::
+   Once the tax report has been generated for a period, Odoo locks it and prevents the creation of
+   new journal entries involving VAT. Any correction to customer invoices or vendor bills has to
+   be recorded in the next period.
+
+.. note::
+   Depending on the country's localization, an XML version of the tax report can be generated to be
+   uploaded to the VAT platform of the relevant taxation authority.
+
+Bank synchronization
+====================
+
+The bank synchronization system directly connects with your bank institution to automatically
+import all transactions into your database. It gives an overview of your cash flow without logging
+into an online banking system or waiting for paper bank statements.
+
+.. seealso::
+   :doc:`Bank synchronization <accounting/bank/bank_synchronization>`
+
+Inventory valuation
+===================
+
+Both periodic (manual) and perpetual (automated) inventory valuations are supported in Odoo. The
+available methods are standard price, average price, :abbr:`LIFO (Last-In, First-Out)` and
+:abbr:`FIFO (First-In, First-Out).`
+
+.. seealso::
+   :doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`
+
+Retained earnings
+=================
+
+Retained earnings are the portion of income retained by a business. Odoo calculates current year
+earnings in real-time, so no year-end journal or rollover is required. The profit
+and loss balance is automatically reported on the balance sheet report.
+
+.. seealso::
+   :doc:`Accounting Cheat Sheet <accounting/get_started/cheat_sheet>`
+
+.. _fiduciaries:
+
+Fiduciaries
+===========
+
+The :guilabel:`Accounting Firms` mode can be activated by going to :menuselection:`Accounting -->
+Configuration --> Settings --> Accounting Firms mode`. When enabled:
+
+- The document's sequence becomes editable on all documents;
+- The :guilabel:`Total (tax incl.)` field appears to speed up and control the encoding by automating
+  line creation with the right account and tax;
+- :guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when encoding a transaction.
+- A :guilabel:`Quick encoding` option is available for customer invoices and vendor bills.
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/bank.rst

@@ -85,6 +85,8 @@ You can edit the accounting information and bank account number according to you
    - :doc:`get_started/multi_currency`
    - :doc:`bank/transactions`
 
+.. _bank_accounts/suspense:
+
 Suspense account
 ----------------
 

content/applications/finance/accounting/bank/bank_synchronization.rst

@@ -51,19 +51,20 @@ Now you can search for your bank institution. Select it and follow the steps to
    web browser doesn't block pop-ups and that your ad-blocker is disabled.
 
 .. important::
-   When choosing the date for the first bank statement synchronization, pick the date when you
-   start recording accounting transaction on your Odoo accounting database. For example, if you
-   import your closing balance in Odoo on the 31/12/2022 and you start recording accounting
-   transactions on the 01/01/2023, your synchronization date should be 01/01/2023.
+   When setting up the bank statement synchronization, Odoo automatically starts recording the
+   accounting transactions from the last transaction’s date +1 day (if the last transaction day is
+   31/12/2022, the recording starts on 01/01/2023). If the journal contains no transaction, Odoo
+   retrieves transactions as far back as possible. You can limit how far back Odoo retrieves
+   transactions by opening the Accounting app, going to :menuselection:`Accounting --> Lock Dates`,
+   and setting a date in the :guilabel:`Journal Entries Lock Date` field.
 
 You must provide a phone number during your first synchronization to secure your account. We ask for
 such information because we don't want your data falling into the wrong hands. Therefore, if we
 detect suspicious activities on your account, we block all requests coming from your account, and
 you need to reactivate it using that phone number.
 
-The third-party provider may request more information in order to connect with your
-bank institution.
-This information is not stored on Odoo's servers.
+The third-party provider may request more information in order to connect with your bank
+institution. This information is not stored on Odoo's servers.
 
 By default, transactions fetched from an online source are grouped inside the same statement, and
 one bank statement is created per month. You can change the bank statement creation periodicity
@@ -106,9 +107,9 @@ If your connection with the proxy is disconnected, you can reconnect with the pr
 :guilabel:`Fetch Account` button.
 
 .. note::
-   This disconnection can be caused by the Odoo support. In this case, please contact the `support
-   <https://www.odoo.com/help>`_ directly with your client id or the reference of the error listed
-   in the chatter.
+   If you are unable to reconnect using the :guilabel:`Reconnect` button, please contact the
+   `support <https://www.odoo.com/help>`_ directly with your client id or the reference of the error
+   listed in the chatter.
 
 .. _MigrationOnlineSync:
 

content/applications/finance/accounting/bank/reconciliation.rst

@@ -2,94 +2,139 @@
 Bank reconciliation
 ===================
 
-Overview
-========
+**Bank reconciliation** is the process of matching your :doc:`bank transactions <transactions>` with
+your business records, such as :doc:`customer invoices <../customer_invoices>`, :doc:`vendor bills
+<../vendor_bills>`, and :doc:`payments <../payments>`. Not only is this compulsory for most
+businesses, but it also offers several benefits, such as reduced risk of errors in financial
+reports, detection of fraudulent activities, and improved cash flow management.
 
-Matching your bank statements with your accounting records can be a tedious task. You need to find the corresponding invoices, compare the amounts and partners' details with those in the bank statement. These steps can take a lot of time. Luckily, with Odoo you can very easily match your invoices or any other payment document with your bank statements.
-
-Two options of the reconciliation process exist in Odoo.
-
-1. We can directly specify the payment on the invoice
-2. We can reconcile open invoices with bank statements
-
-Configuration
-=============
-
-No special configuration is necessary to record invoices. All we need
-to do is to install the accounting app.
-
-.. image:: reconciliation/use01.png
-
-Use cases
-=========
-
-Case 1: Payments registration
------------------------------
-
-We received the proof of payment of our invoice in the amount of 2100 euros issued to
-Smith & Co.
-
-We start at our issued Invoice of 2100 euros for Smith & Co. Because the
-sold product is a service we demand an immediate payment. Our accountant
-only handles bank statements at the end of week, so we have to mark
-this invoice as paid immediately in order to indicate that we can start rendering services to our
-customer.
-
-Our customer send us a payment confirmation. We can thus register a
-payment and mark the invoice as paid.
-
-.. image:: reconciliation/use02.png
-
-By clicking on **register payment,** we are telling Odoo that our
-customer has paid the Invoice. We thus have to specify the amount and the
-payment method.
-
-.. image:: reconciliation/use03.png
-
-Now we can always find the payment details in the Invoice by clicking on the
-:menuselection:`Info --> Open Payment`.
-
-.. image:: reconciliation/use04.png
-
-The invoice has been paid and **the reconciliation has been done
-automatically.**
-
-Case 2: Bank statements reconciliations
----------------------------------------
-
-We start at our issued Invoice of 3000 euros for Smith & Co. Let's also
-assume that other Invoices are open for different customers.
-
-.. image:: reconciliation/use05.png
-
-We receive our bank statement and find that not only the invoice issued to Smith & Co has
-been paid, but the one to Buzz of 92 euros as well.
-
-**Import** or **Create** the bank statements. Please refer to the
-documents from the Bank Feeds section.
-
-.. image:: reconciliation/use06.png
-
-On the dashboard, click on **Reconcile # Items**
-
-.. image:: reconciliation/use07.png
-
-If everything was right (correct partner name, right amount) odoo will
-do the reconciliations **automatically**.
-
-.. image:: reconciliation/use08.png
-
-If some issues are found, you will need to take **manual actions**.
-
-For example, if the partner is missing from your bank statement, just
-fill it in :
-
-.. image:: reconciliation/use09.png
-
-If the payment is done with a down payment, just check if it is all
-right and validate all related payments :
-
-.. image:: reconciliation/use10.png
+Thanks to the bank :doc:`reconciliation models <reconciliation_models>`, Odoo pre-selects the
+matching entries automatically.
 
 .. seealso::
-   :doc:`bank_synchronization`
+   - `Odoo Tutorials: Bank reconciliation
+     <https://www.odoo.com/slides/slide/bank-reconciliation-2724>`_
+   - :doc:`bank_synchronization`
+   - :doc:`transactions`
+
+Bank reconciliation view
+========================
+
+To access a bank journal's **reconciliation view**, go to your :guilabel:`Accounting Dashboard` and
+either:
+
+- click the journal name (e.g., :guilabel:`Bank`) to display all transactions, including those
+  previously reconciled or
+- click the :guilabel:`Reconcile items` button to display all transactions Odoo pre-selected for
+  reconciliation. You can remove the :guilabel:`Not Matched` filter from the search bar to include
+  previously reconciled transactions.
+
+.. image:: reconciliation/bank-card.png
+   :alt: Reaching the bank reconciliation tool from your accounting dashboard
+
+The bank reconciliation view is structured into three distinct sections: transactions, counterpart
+entries, and resulting entry.
+
+.. image:: reconciliation/user-interface.png
+   :alt: The user interface of the reconciliation view of a bank journal.
+
+Transactions
+   The transactions section on the left shows all bank transactions, with the newest displayed
+   first. Click a transaction to select it.
+
+Counterpart entries
+   The counterpart entries section on the bottom right displays the options to match the selected
+   bank transaction. Multiple tabs are available, including
+   :ref:`reconciliation/existing-entries`, :ref:`reconciliation/batch-payments`,
+   :ref:`reconciliation/manual-operations`, and :guilabel:`Discuss`, which contains the chatter for
+   the selected bank transaction.
+
+Resulting entry
+   The resulting entry section on the top right displays the selected bank transaction matched with
+   the counterpart entries and includes any remaining debits or credits. In this section, you can
+   validate the reconciliation or mark it as :guilabel:`To Check`. Any :ref:`reconciliation model
+   buttons <reconciliation/button>` are also available in the resulting entry section.
+
+Reconcile transactions
+======================
+
+Transactions can be matched automatically with the use of :doc:`reconciliation models
+<reconciliation_models>`, or they can be matched with :ref:`existing entries
+<reconciliation/existing-entries>`, :ref:`batch payments <reconciliation/batch-payments>`,
+:ref:`manual operations <reconciliation/manual-operations>`, and :ref:`reconciliation model buttons
+<reconciliation/button>`.
+
+#. Select a transaction among unmatched bank transactions.
+#. Define the counterpart. There are several options for defining a counterpart, including
+   :ref:`matching existing entries <reconciliation/existing-entries>`, :ref:`manual operations
+   <reconciliation/manual-operations>`, :ref:`batch payments <reconciliation/batch-payments>`, and
+   :ref:`reconciliation model buttons <reconciliation/button>`.
+#. If the resulting entry is not fully balanced, balance it by adding another existing counterpart
+   entry or writing it off with a :ref:`manual operation <reconciliation/manual-operations>`.
+#. Click the :guilabel:`Validate` button to confirm the reconciliation and move to the next
+   transaction.
+
+.. tip::
+   If you are not sure how to reconcile a particular transaction and would like to deal with it
+   later, use the :guilabel:`To Check` button instead. All transactions marked as :guilabel:`To
+   Check` can be displayed using the :guilabel:`To Check` filter.
+
+.. note::
+   Bank transactions are posted on the **journal's suspense account** until reconciliation. At this
+   point, reconciliation modifies the transaction journal entry by replacing the bank suspense
+   account with the corresponding receivable, payable, or outstanding account.
+
+.. _reconciliation/existing-entries:
+
+Match existing entries
+----------------------
+
+This tab contains matching entries Odoo automatically pre-selects according to the reconciliation
+models. The entry order is based on :doc:`reconciliation models <reconciliation_models>`, with
+suggested entries appearing first.
+
+.. tip::
+   The search bar within the :guilabel:`Match Existing Entries` tab allows you to search for
+   specific journal items.
+
+.. _reconciliation/batch-payments:
+
+Batch payments
+--------------
+
+`Batch payments <payments/batch-payments>`_ allow you to group different payments to ease
+reconciliation. Use the :guilabel:`Batch Payments` tab to find batch payments for customers and
+vendors. Similarly to the :guilabel:`Match Existing Entries` tab, the :guilabel:`Batch Payments` tab
+has a search bar that allows you to search for specific batch payments.
+
+.. _reconciliation/manual-operations:
+
+Manual operations
+-----------------
+
+If there is not an existing entry to match the selected transaction, you may instead wish to
+reconcile the transaction manually by choosing the correct account and amount. Then, complete any
+of the relevant optional fields.
+
+.. tip::
+   You can use the :guilabel:`fully paid` option to reconcile a payment, even in cases where only a
+   partial payment is received. A new line appears in the resulting entry section to reflect the
+   open balance registered on the Account Receivable by default. You can choose another
+   account by clicking on the new line in the resulting entry section and selecting the
+   :guilabel:`Account` to record the open balance.
+
+.. note::
+   Lines are silently reconciled unless a write-off entry is required, which launches a
+   reconciliation wizard.
+
+   .. image:: reconciliation/fully-paid.png
+      :alt: Click on fully paid to manually set an invoice as entirely paid.
+
+.. _reconciliation/button:
+
+Reconciliation model buttons
+----------------------------
+
+Use a :doc:`reconciliation model <reconciliation_models>` button for manual operations that are
+frequently used. These custom buttons allow you to quickly reconcile bank transactions manually and
+can also be used in combination with existing entries.

content/applications/finance/accounting/bank/reconciliation_models.rst

@@ -1,129 +1,123 @@
 =====================
-Reconciliation Models
+Reconciliation models
 =====================
 
-Once the bank statements are correctly imported, it is essential to *reconcile* the records properly
-and ensure all *Journal Entries* are balanced and in agreement. To ease and speed up the
-reconciliation process, you can configure **Reconciliation Models**, which are particularly useful
-with recurrent entries such as bank fees.
+Reconciliation models are used to automate the :doc:`bank reconciliation <reconciliation>` process,
+which is especially handy when dealing with recurring entries like bank fees. Reconciliation models
+can also be helpful in handling :doc:`cash discounts <../customer_invoices/cash_discounts>`.
 
-.. todo:: Add a link to the Reconciliation process in the paragraph above, once the doc will have
-   been updated.
-
-.. note::
-   Reconciliation Models are also useful to handle *Cash Discounts*. Please refer to
-   :doc:`this documentation <../customer_invoices/cash_discounts>` for more
-   information.
-
-.. _reconciliation_models_types:
-
-Types of Reconciliation Models
-==============================
-
-There are three types of Reconciliation Models:
-
-#. :ref:`Write-off Button <reconciliation_models_button>`
-#. :ref:`Suggestion of counterpart values <reconciliation_models_suggestion>`
-#. :ref:`Match existing invoices/bills <reconciliation_models_match>`
-
-.. _reconciliation_models_button:
-
-Manually create a write-off on clicked button
----------------------------------------------
-
-When you are reconciling an entry with an *Open Balance*, you can use the buttons available under
-the *Manual Operations* tab to pre-fill all the values automatically, before validating the
-reconciliation. Each button is a different Reconciliation Model.
-
-.. image:: reconciliation_models/reconciliation_models_button.png
-   :align: center
-   :alt: Example of a Reconciliation Model with a write-off button in Odoo Accounting
-
-.. _reconciliation_models_suggestion:
-
-Suggest counterpart values
---------------------------
-
-This type of Reconciliation Model suggests immediately counterpart values that only need to be
-validated. This automation is based on a set of rules defined in the reconciliation model.
-
-.. image:: reconciliation_models/reconciliation_models_suggestion.png
-   :align: center
-   :alt: Example of a Reconciliation Model that suggests counterpart values in Odoo Accounting
-
-.. _reconciliation_models_match:
-
-Match existing invoices/bills
------------------------------
-
-This type of Reconciliation Model automatically selects the right Customer Invoice or Vendor Bill
-that matches the payment. All that is left to do is to validate the entry. This automation is based
-on a set of rules defined in the reconciliation model.
-
-.. image:: reconciliation_models/reconciliation_models_match.png
-   :align: center
-   :alt: Example of a Reconciliation Model that matches existing invoices and bills automatically
-         in Odoo Accounting
-
-Configuration
-=============
-
-To manage or create new **Reconciliation Models**, go to :menuselection:`Accounting -->
-Reconciliation --> Reconciliation Models`. Alternatively, you can also open this menu from the
-Accounting Overview, by going to your Bank Journal card, clicking on the three little dots, and then
-on *Reconciliation Models*.
-
-.. image:: reconciliation_models/reconciliation_models_overview.png
-   :align: center
-   :alt: Open the Reconciliation Model menu from the overview dashboard in Odoo Accounting
-
-.. important::
-   The first entry, named *Invoices Matching Rule*, is the one responsible for the current matching
-   of invoices and bills. Therefore, it is advised to leave it at the top of the list and not to
-   delete it.
-
-Open the model you want to modify, or click on *Create* to create a new one, then fill out the form.
-
-Type
-----
-
-See :ref:`above <reconciliation_models_types>` for an explanation about the different types of
-Reconciliation Models.
-
-.. note::
-   If the *Documents* application is installed on your database, an additional **Activity type**
-   field appears when *To check* is ticked. Selecting the value *Reconciliation request* implies
-   that, whenever you use this model, a *Request Document* window pops up to request a document from
-   a user.
-
-Conditions on Bank Statement Line
----------------------------------
-
-Define here all the conditions that are required for a Reconciliation Model to be applied.
-
-.. important::
-   If a record matches with several Reconciliation Models, the first one in the *sequence* of models
-   will be applied. The sequence is simply the order of the models in the *list view*. They can be
-   rearranged by dragging-and-dropping the handle next to the name.
-
-.. image:: reconciliation_models/reconciliation_models_conditions.png
-   :align: center
-   :alt: Conditions for the Reconciliation Model to be applied in Odoo Accounting
-
-Counterpart Values
-------------------
-
-This section comprises the values that are applied by the Reconciliation Model.
-
-If the value to reconcile needs to be written-off in two separate accounts, click on *Add a second
-line*.
-
-.. image:: reconciliation_models/reconciliation_models_counterparts.png
-   :align: center
-   :alt: Counterparts values of a Reconciliation Model in Odoo Accounting
+Each model is created based on a :ref:`model type <models/type>` and :guilabel:`bank transaction
+conditions`.
 
 .. seealso::
-
-   - :doc:`reconciliation`
    - :doc:`bank_synchronization`
-   - :doc:`../customer_invoices/cash_discounts`
+   - `Odoo Tutorials: Reconciliation models <https://www.odoo.com/slides/slide/reconciliation-models-1841?fullscreen=1>`_
+
+.. _models/type:
+
+Reconciliation model types
+==========================
+
+The reconciliation models are available by going to :menuselection:`Accounting --> Configuration
+--> Banks: Reconciliation Models`. For each reconciliation model, a :guilabel:`Type` must be set.
+Three types of models exist:
+
+- :guilabel:`Button to generate counterpart entry`: a button is created in the resulting entry
+  section of the bank reconciliation view. If clicked, this button generates a counterpart entry to
+  reconcile with the active transaction based on the rules set in the model. The rules specified in
+  the model determine the counterpart entry's account(s), amount(s), label(s), and analytic
+  distribution;
+- :guilabel:`Rule to suggest counterpart entry`: used for recurring transactions to match the
+  transaction to a new entry based on conditions that must match the information on the transaction;
+- :guilabel:`Rule to match invoices/bills`: used for recurring transactions to match the transaction
+  to existing invoices, bills, or payments based on conditions that must match the information on
+  the transaction.
+
+Default reconciliation models
+=============================
+
+In Odoo, different models are available by default depending on the company's fiscal localization.
+These can be updated if needed. Users can also create their own reconciliation models by clicking
+:guilabel:`New`.
+
+.. important::
+   If a record matches with several reconciliation models, the first one in the *sequence* of models
+   is applied. You can rearrange the order by dragging and dropping the handle next to the name.
+
+   .. image:: reconciliation_models/list-view.png
+      :alt: Rearrange the sequence of models in the list view.
+
+Invoices/Bills perfect match
+----------------------------
+
+This model should be at the top of the *sequence* of models, as it enables Odoo to suggest matching
+existing invoices or bills with a bank transaction based on set conditions.
+
+.. image:: reconciliation_models/invoices-bills-perfect-match.png
+   :alt: Set rules to trigger the reconciliation.
+
+Odoo automatically reconciles the payment when the :guilabel:`Auto-validate` option is selected, and
+the model conditions are perfectly met. In this case, it expects to find on the bank statement's
+line the invoice/payment's reference (as :guilabel:`Label` is selected) and the partner's name
+(as :guilabel:`Partner is set` is selected) to suggest the correct counterpart entry and reconcile
+the payment automatically.
+
+Invoices/Bills partial match if underpaid
+-----------------------------------------
+
+This model suggests a customer invoice or vendor bill that partially matches the payment when the
+amount received is slightly lower than the invoice amount, for example in the case of
+**cash discounts**. The difference is reconciled with the account indicated in the
+:guilabel:`counterpart entries` tab.
+
+The reconciliation model :guilabel:`Type` is :guilabel:`Rule to match invoices/bills`, and the
+:guilabel:`Payment tolerance` should be set.
+
+.. image:: reconciliation_models/partial-match.png
+   :alt: Set rules to trigger the reconciliation.
+
+.. note::
+   The :guilabel:`Payment tolerance` is only applicable to lower payments. It is disregarded when an
+   overpayment is received.
+
+.. seealso::
+   :doc:`../customer_invoices/cash_discounts`
+
+Line with bank fees
+-------------------
+
+This model suggests a counterpart entry according to the rules set in the model. In this case, the
+reconciliation model :guilabel:`Type` is :guilabel:`Rule to suggest counterpart entry`, and the
+:guilabel:`Label` can be used for example, to identify the information referring to the
+:guilabel:`Bank fees` in the label of the transaction.
+
+.. image:: reconciliation_models/bank-fees.png
+   :alt: Set rules to trigger the reconciliation.
+
+.. note::
+   `Regular expressions <https://regexone.com/>`_, often abbreviated as **Regex**, can be used in
+   Odoo in various ways to search, validate, and manipulate data within the system. Regex can be
+   powerful but also complex, so it's essential to use it judiciously and with a good understanding
+   of the patterns you're working with.
+
+   To use regular expressions in your reconciliation models, set the :guilabel:`Transaction Type`
+   to :guilabel:`Match Regex` and add your expression. Odoo automatically retrieves the
+   transactions that match your Regex expression and the conditions specified in your model.
+
+   .. image:: reconciliation_models/regex.png
+      :alt: Using Regex in Odoo
+
+Partner mapping
+===============
+
+Partner mapping allows you to establish rules for automatically matching transactions to the correct
+partner account, saving time and reducing the risk of errors that can occur during manual
+reconciliation. For example, you can create a partner mapping rule for incoming payments with
+specific reference numbers or keywords in the transaction description. When an incoming payment
+meets these criteria, Odoo automatically maps it to the corresponding customer's account.
+
+To create a partner mapping rule, go to the :guilabel:`Partner Mapping` tab and enter the
+:guilabel:`Find Text in Label`, :guilabel:`Find Text in Notes`, and :guilabel:`Partner`.
+
+.. image:: reconciliation_models/partner-mapping.png
+   :alt: defining partner mapping

content/applications/finance/accounting/customer_invoices.rst

@@ -188,6 +188,8 @@ you will see the follow-up message and all overdue invoices.
 
 .. image:: customer_invoices/invoice12.png
 
+.. _customer-invoices/aging-report:
+
 Customer aging report:
 ~~~~~~~~~~~~~~~~~~~~~~
 
@@ -228,7 +230,9 @@ the material has been shipped to the customer.
    :titlesonly:
 
    customer_invoices/overview
+   customer_invoices/customer_addresses
    customer_invoices/payment_terms
+   customer_invoices/terms_conditions
    customer_invoices/cash_discounts
    customer_invoices/credit_notes
    customer_invoices/cash_rounding
@@ -236,3 +240,4 @@ the material has been shipped to the customer.
    customer_invoices/electronic_invoicing
    customer_invoices/snailmail
    customer_invoices/epc_qr_code
+   customer_invoices/incoterms

content/applications/finance/accounting/customer_invoices/cash_discounts.rst

@@ -5,7 +5,7 @@ Cash discounts and tax reduction
 **Cash discounts** are reductions in the amount a customer must pay for goods or services offered as
 an incentive for paying their invoice promptly. These discounts are typically a percentage of the
 total invoice amount and are applied if the customer pays within a specified time. Cash discounts
-can help the company maintain a steady cash flow.
+can help a company maintain a steady cash flow.
 
 .. example::
    You issue a €100 invoice on the 1st of January. The full payment is due within 30 days, and you
@@ -17,15 +17,46 @@ can help the company maintain a steady cash flow.
 A :ref:`tax reduction <cash-discounts/tax-reductions>` can also be applied depending on the country
 or region.
 
+.. seealso::
+   - :doc:`payment_terms`
+   - :doc:`../payments`
+
 .. _cash-discounts/configuration:
 
 Configuration
 =============
 
-To grant cash discounts to customers, you must first set up the :ref:`type of tax reduction
-<cash-discounts/tax-reductions>`, verify the :ref:`gain and loss accounts
-<cash-discounts/gain-loss-accounts>`, and configure new :ref:`payment terms
-<cash-discounts/payment-terms>`.
+To grant cash discounts to customers, you must first verify the :ref:`gain and loss accounts
+<cash-discounts/gain-loss-accounts>`. Then, configure :ref:`payment terms
+<cash-discounts/payment-terms>` and add a cash discount by checking the :guilabel:`Early Discount`
+checkbox and filling in the discount percentage, discount days, and :ref:`tax
+reduction <cash-discounts/tax-reductions>` fields.
+
+.. _cash-discounts/gain-loss-accounts:
+
+Cash discount gain/loss accounts
+--------------------------------
+
+With a cash discount, the amount you earn depends on whether the customer benefits from the cash
+discount or not. This inevitably leads to gains and losses, which are recorded on default accounts.
+
+To modify these accounts, go to :menuselection:`Accounting --> Configuration --> Settings`, and, in
+the :guilabel:`Default Accounts` section, select the accounts you want to use for the
+:guilabel:`Cash Discount Gain account` and :guilabel:`Cash Discount Loss account`.
+
+.. _cash-discounts/payment-terms:
+
+Payment terms
+-------------
+
+Cash discounts are defined on :doc:`payment terms <payment_terms>`. Configure them to your liking by
+going to :menuselection:`Accounting --> Configuration --> Payment Terms`, and make sure to fill out
+the discount percentage, discount days, and :ref:`tax reduction <cash-discounts/tax-reductions>`
+fields.
+
+.. image:: cash_discounts/payment-terms.png
+   :alt: Configuration of payment terms named "2/7 Net 30". The field "Description on Invoices"
+         reads: "Payment terms: 30 Days, 2% Early Payment Discount under 7 days".
 
 .. _cash-discounts/tax-reductions:
 
@@ -33,24 +64,24 @@ Tax reductions
 --------------
 
 Depending on the country or region, the base amount used to compute the tax can vary, which can lead
-to a **tax reduction**.
+to a **tax reduction**. Since tax reductions are set on individual payment terms, each term can use
+a specific tax reduction.
 
-To configure how the tax reduction is applied, go to :menuselection:`Accounting --> Configuration
---> Settings`, and in the :guilabel:`Taxes` section, in the :guilabel:`Cash Discount Tax Reduction`
-feature, select one of the three following options:
+To configure how the tax reduction is applied, go to a payment term with the :guilabel:`Early
+Discount` checkbox enabled, and select one of the three following options:
 
-Always (upon invoice)
-  The tax is always reduced. The base amount used to compute the tax is the discounted amount,
-  whether the customer benefits from the discount or not.
+- Always (upon invoice)
+    The tax is always reduced. The base amount used to compute the tax is the discounted amount,
+    whether the customer benefits from the discount or not.
 
-On early payment
-  The tax is reduced only if the customer pays early. The base amount used to compute the tax is the
-  same as the sale: if the customer benefits from the reduction, then the tax is reduced. This means
-  that, depending on the customer, the tax amount can vary after the invoice is issued.
+- On early payment
+    The tax is reduced only if the customer pays early. The base amount used to compute the tax is the
+    same as the sale: if the customer benefits from the reduction, then the tax is reduced. This means
+    that, depending on the customer, the tax amount can vary after the invoice is issued.
 
-Never
-  The tax is never reduced. The base amount used to compute the tax is the full amount, whether the
-  customer benefits from the discount or not.
+- Never
+    The tax is never reduced. The base amount used to compute the tax is the full amount, whether the
+    customer benefits from the discount or not.
 
 .. example::
 
@@ -70,10 +101,10 @@ Never
               - Computation
             * - 8th of January
               - €118.58
-              - (€98 + (21% of €98))
+              - €98 + (21% of €98)
             * - 31st of January
               - €120.58
-              - (€100 + (21% of €98))
+              - €100 + (21% of €98)
 
       .. tab:: On early payment
 
@@ -85,10 +116,10 @@ Never
               - Computation
             * - 8th of January
               - €118.58
-              - (€98 + (21% of €98))
+              - €98 + (21% of €98)
             * - 31st of January
               - €121.00
-              - (€100 + (21% of €100))
+              - €100 + (21% of €100)
 
       .. tab:: Never
 
@@ -100,10 +131,10 @@ Never
               - Computation
             * - 8th of January
               - €119.00
-              - (€98 + (21% of €100))
+              - €98 + (21% of €100)
             * - 31st of January
               - €121.00
-              - (€100 + (21% of €100))
+              - €100 + (21% of €100)
 
 .. note::
    - :ref:`Tax grids <tax-returns/tax-grids>`, which are used for the tax report, are correctly
@@ -112,41 +143,12 @@ Never
    - The **type of cash discount tax reduction** may be correctly pre-configured, depending on your
      :ref:`fiscal localization package <fiscal_localizations/packages>`.
 
-.. _cash-discounts/gain-loss-accounts:
-
-Cash discount gain/loss accounts
---------------------------------
-
-With a cash discount, the amount you earn depends on whether the customer benefits from the cash
-discount or not. This inevitably leads to gains and losses, which are recorded on default accounts.
-
-To modify these accounts, go to :menuselection:`Accounting --> Configuration --> Settings`, and in
-the :guilabel:`Default Accounts` section, select the accounts you want to use for the
-:guilabel:`Cash Discount Gain account` and :guilabel:`Cash Discount Loss account`.
-
-.. _cash-discounts/payment-terms:
-
-Payment terms
--------------
-
-Cash discounts are defined on :doc:`payment terms <payment_terms>`. Configure them to your liking by
-going to :menuselection:`Accounting --> Configuration --> Payment Terms`, and make sure to fill out
-the fields :guilabel:`Discount %` and :guilabel:`Discount Days`.
-
-.. image:: cash_discounts/payment-terms.png
-   :align: center
-   :alt: Configuration of payment terms named "2/7 Net 30". The field "Description on Invoices"
-         reads: "Payment terms: 30 Days, 2% Early Payment Discount under 7 days".
-
-.. seealso::
-   :doc:`payment_terms`
-
 .. _cash-discounts/customer-invoice:
 
 Apply a cash discount to a customer invoice
 ===========================================
 
-Apply a cash discount to a customer invoice by selecting the :ref:`payment terms you created
+On a customer invoice, apply a cash discount by selecting the :ref:`payment terms you created
 <cash-discounts/payment-terms>`. Odoo automatically computes the correct amounts, tax amounts, due
 dates, and accounting records.
 
@@ -154,26 +156,23 @@ Under the :guilabel:`Journal Items` tab, you can display the discount details by
 "toggle" button and adding the :guilabel:`Discount Date` and :guilabel:`Discount Amount` columns.
 
 .. image:: cash_discounts/invoice-journal-entry.png
-   :align: center
    :alt: An invoice of €100.00 with "2/7 Net 30" selected as payment terms. The "Journal Items" tab
          is open, and the "Discount Date" and "Discount Amount" columns are displayed.
 
-The discount amount and due date are also displayed on the generated invoice sent to the customer.
+The discount amount and due date are also displayed on the generated invoice report sent to the
+customer if the :guilabel:`Show installment dates` option is checked on the payment terms.
 
 .. image:: cash_discounts/invoice-print.png
-   :align: center
-   :alt: An invoice of €100.00 with the following text added to the terms and conditions: "30 Days,
-         2% Early Payment Discount under 7 days. 118.58 € due if paid before 01/08/2023."
+   :alt: An invoice of €100.00 with the following text added to the terms and conditions: "30
+         Days, 2% Early Payment Discount under 7 days. 118.58 € due if paid before 01/08/2023."
 
 Payment reconciliation
 ----------------------
 
-When you record a payment or reconcile your bank statements, Odoo takes the customer payment's date
-into account to define if they can benefit from the cash discount or not.
+When you record a :doc:`payment <../payments>` or :doc:`reconcile your bank transactions
+<../bank/reconciliation>`, Odoo takes the customer payment's date into account to determine if the
+customer can benefit from the cash discount or not.
 
 .. note::
-   If your customer pays the discount amount *after* the discount date, you can always decide
-   whether to mark the invoice as fully paid with a write-off or as partially paid.
-
-.. seealso::
-   :doc:`../payments`
+   If your customer pays the discount amount *after* the discount date, you can always decide to
+   mark the invoice as fully paid with a write-off or as partially paid.

content/applications/finance/accounting/customer_invoices/credit_notes.rst

@@ -2,102 +2,121 @@
 Credit notes and refunds
 ========================
 
-A **credit note**, or **credit memo**, is a document issued
-to a customer that notifies them that they have been credited
-a certain amount.
+A **credit/debit note**, or **credit/debit memo**, is a document issued to a customer that notifies
+them that they have been *credited/debited* a certain amount.
 
-There are several reasons that can lead to a credit note, such as:
-   * a mistake in the invoice
-   * a return of the goods, or a rejection of the services
-   * the goods delivered are damaged
+Several use cases can lead to a credit note, such as:
+
+ - a mistake in the invoice
+ - a return of the goods, or a rejection of the services
+ - the goods delivered are damaged
+
+Debit notes are less common but are most frequently used to track debts owed by customers or to
+vendors because of modifications to confirmed customer invoices or vendor bills.
 
 .. note::
-   Issuing a credit note is the only legal way to cancel,
-   refund or modify a validated invoice. Don’t forget to
-   *register the payment* afterward if you need to send money
-   back to your customer.
+   Issuing a credit/debit note is the only legal way to cancel, refund, or modify a validated
+   invoice. Do not forget to **register the payment** afterward if you need to send money back to
+   your customer and/or validate the
+   :doc:`return </applications/sales/sales/products_prices/returns>` if a storable product is
+   returned.
 
-Issue a Credit Note
+.. _accounting/issue-credit-note:
+
+Issue a credit note
 ===================
 
-You can create a credit note from scratch by going to
-:menuselection:`Accounting --> Customers --> Credit Notes`,
-and by clicking on *Create*. Filling the Credit Note’s form
-works the same way as the Invoice’s form.
+You can create a credit note from scratch by going to :menuselection:`Accounting --> Customers -->
+Credit Notes`, and by clicking on :guilabel:`Create`. Filling out a credit note form works the same
+way as an invoice form.
 
-However, most of the time, credit notes are generated directly
-from the invoices they are related to.
-
-To do so, open the *Customer Invoice*, and click on *Add Credit Note*.
-
-.. image:: credit_notes/credit_notes01.png
-   :align: center
+However, most of the time, credit notes are generated directly from the related invoices. To do so,
+go to :menuselection:`Accounting --> Customers --> Invoices`, open the related **customer invoice**,
+and click on :guilabel:`Credit Note`.
 
 You can choose between three options:
-   - Partial Refund
-   - Full Refund
-   - Full refund and new draft invoice
+
+   - :guilabel:`Partial Refund`
+   - :guilabel:`Full Refund`
+   - :guilabel:`Full refund and new draft invoice`
 
 .. note::
-   Credit Notes’ numbers start with “R” and are followed by the
-   number of the document they are related to (e.g., RINV/2019/0004).
+   A credit note sequence starts with `R` and is followed by the number of the related document
+   (e.g., RINV/2019/0004 is related to the invoice INV/2019/0004).
 
-Partial Refund
+Partial refund
 --------------
 
-Odoo creates a draft credit note already prefilled with all the
-necessary information from the original invoice.
-
-This is the option to choose to do a partial refund, or if you
-want to modify any detail on the credit note.
+When selecting the :guilabel:`Partial Refund` option, Odoo creates a draft credit note already
+prefilled with all the necessary information from the original invoice. This is the option to choose
+if you wish to do a partial refund or if you want to modify any detail of the credit note.
 
 .. note::
-   This is the only option available for invoices that are already marked as *Paid*.
+   This is the only option for invoices marked as *in payment* or *paid*.
 
-Full Refund
+Full refund
 -----------
 
-Odoo creates a credit note, automatically validates it, and
-reconciles the original invoice with it.
+When selecting the :guilabel:`Full Refund` option, Odoo creates a credit note, automatically
+validates it, and reconciles it with the related invoice.
 
 .. image:: credit_notes/credit_notes02.png
-   :align: center
+   :alt: Full refund credit note.
 
-This is the option to choose to do a full refund or cancel
-a validated invoice.
+This is the option to choose for a full refund or to **cancel** a *validated* invoice.
 
 Full refund and new draft invoice
 ---------------------------------
 
-Odoo creates a credit note, automatically validates it, reconciles
-the original invoice with it, and open a new draft invoice
+When selecting the :guilabel:`Full refund and new draft invoice` option, Odoo creates a credit note,
+automatically validates it, reconciles it with the related invoice, and opens a new draft invoice
 prefilled with the same details from the original invoice.
 
-This is the option to choose to modify the content of a validated invoice.
+This is the option to **modify** the content of a *validated* invoice.
 
-Record a Vendor Refund
+.. _accounting/issue-debit-note:
+
+Issue a debit note
+==================
+
+You can create a debit note from scratch by going to :menuselection:`Accounting --> Customers -->
+Invoices` or by clicking on the related invoice you wish to issue a debit note for. On the invoice
+form view, click :guilabel:`Cog icon (⚙) --> Debit Note`, fill in the information, and click
+:guilabel:`Create Debit Note`.
+
+Record a vendor refund
 ======================
 
-**Vendor Refunds** are recorded the same way you would do with invoices’ credit notes:
+**Vendor refunds** are recorded the same way as credit notes:
 
-You can either create a credit note from scratch by going
-to :menuselection:`Accounting --> Vendors --> Refund`, and
-by clicking on *Create*, or by opening the validated *Vendor Bill*,
-and clicking on *Add Credit Note*.
+You can either create a credit note from scratch by going to :menuselection:`Accounting --> Vendors
+--> Refund`, and by clicking on :guilabel:`Create`; or by opening the related **vendor bill**, and
+clicking on :guilabel:`Credit Note`.
 
-Journal Entries
+Record a debit note
+===================
+
+**Debit notes** from vendors are recorded in a similar way to how they are issued to customers:
+
+Go to :menuselection:`Accounting --> Vendors --> Bills`, open the related bill you wish to record a
+debit note for, and click :guilabel:`Cog icon (⚙) --> Debit Note`. Fill in the information, and click
+:guilabel:`Create Debit Note`.
+
+Journal entries
 ===============
 
-Issuing a credit note from an invoice creates a **reverse entry**
-that zeroes out the journal items generated by the original invoice.
+Issuing a credit/debit note from an invoice/bill creates a **reverse entry** that zeroes out the
+journal items generated by the original invoice.
 
-Here is an example of an invoice’s journal entry:
 
-.. image:: credit_notes/credit_notes03.png
-   :align: center
+.. example::
+   The journal invoice of an entry:
 
-And here is the credit note’s journal entry generated to reverse
-the original invoice above:
+   .. image:: credit_notes/credit_notes03.png
+      :alt: Invoice journal entry.
 
-.. image:: credit_notes/credit_notes04.png
-   :align: center
+   And here is the credit note’s journal entry generated to reverse
+   the original invoice above:
+
+   .. image:: credit_notes/credit_notes04.png
+      :alt: Credit note journal entry reverses the invoice journal entry.

content/applications/finance/accounting/customer_invoices/customer_addresses.rst

@@ -0,0 +1,39 @@
+==============================
+Delivery and invoice addresses
+==============================
+
+Companies often have multiple locations, and it is common that a customer invoice should be sent to
+one address and the delivery should be sent to another. Odoo's **Customer Addresses** feature is
+designed to handle this scenario by making it easy to specify which address to use for each case.
+
+.. seealso::
+   :doc:`overview`
+
+Configuration
+=============
+
+To specify a sales order's invoice and delivery addresses, first go to :menuselection:`Accounting
+--> Configuration --> Settings`. In the :guilabel:`Customer Invoices` section, enable
+:guilabel:`Customer Addresses` and click :guilabel:`Save`.
+
+On quotations and sales orders, there are now fields for :guilabel:`Invoice Address` and
+:guilabel:`Delivery Address`. If the customer has an invoice or delivery address listed on their
+contact record, the corresponding field will use that address by default, but any contact's address
+can be used instead.
+
+Invoice and deliver to different addresses
+==========================================
+
+Delivery orders and their delivery slip reports use the address set as the :guilabel:`Delivery
+Address` on the sales order. By default, invoice reports show both the shipping address and the
+invoice address to assure the customer that the delivery is going to the correct location.
+
+Emails also go to different addresses. The quotation and sales order are sent to the main contact's
+email, as usual, but the invoice is sent to the email of the address set as the
+:guilabel:`Invoice Address` on the sales order.
+
+.. note::
+   - Reports, such as the delivery slip and invoice report, can be :doc:`customized using Studio
+     </applications/productivity/studio/pdf_reports>`.
+   - If :doc:`Send by Post <snailmail>` is checked when you click :guilabel:`Send & Print`, the
+     invoice will be mailed to the invoice address.

content/applications/finance/accounting/customer_invoices/deferred_revenues.rst

@@ -2,194 +2,175 @@
 Deferred revenues
 =================
 
-**Deferred revenues**, or **unearned revenue**, are payments made in advance by customers for
-products yet to deliver or services yet to render.
+**Deferred revenues**, or **unearned revenues**, are invoices addressed to customers
+for goods yet to be delivered or services yet to be rendered.
 
-Such payments are a **liability** for the company that receives them since it still owes its
-customers these products or services. The company cannot report them on the current **Profit and
-Loss statement**, or *Income Statement*, since the payments will be effectively earned in the future.
+The company cannot report them on the current **profit and loss statement**, or *income statement*,
+since the goods and services will be effectively delivered/rendered in the future.
 
-These future revenues must be deferred on the company's balance sheet until the moment in time they
-can be **recognized**, at once or over a defined period, on the Profit and Loss statement.
+These future revenues must be deferred on the company's balance sheet among the current liabilities
+until they can be **recognized**, at once or over a defined period, on the profit and loss
+statement.
 
-For example, let's say we sell a five-year extended warranty for $ 350. We already receive the money
-now but haven't earned it yet. Therefore, we post this new income in a deferred revenue account and
-decide to recognize it on a yearly basis. Each year, for the next 5 years, $ 70 will be recognized
-as revenue.
+For example, let's say a business sells a software license of $1200 for 1 year. They immediately
+invoice it to the customer but can't consider it earned yet, as the future months of licensing have
+not yet been delivered. Therefore, they post this new revenue in a deferred revenue account and
+recognize it on a monthly basis. Each month, for the next 12 months, $100 will be recognized as
+revenue.
 
-Odoo Accounting handles deferred revenues by spreading them in multiple entries that are
-automatically created in *draft mode* and then posted periodically.
+Odoo Accounting handles deferred revenues by spreading them in multiple entries that are posted
+periodically.
 
 .. note::
    The server checks once a day if an entry must be posted. It might then take up to 24 hours before
-   you see a change from *draft* to *posted*.
+   you see a change from :guilabel:`Draft` to :guilabel:`Posted`.
 
-Prerequisites
+Configuration
 =============
 
-Such transactions must be posted on a **Deferred Revenue Account** rather than on the default income
-account.
+Make sure the default settings are correctly configured for your business. To do so, go to
+:menuselection:`Accounting --> Configuration --> Settings`. The following options are available:
 
-Configure a Deferred Revenue Account
-------------------------------------
+Journal
+  The deferral entries are posted in this journal.
+Deferred Expense Account
+  Expenses are deferred on this Current Asset account until they are recognized.
+Deferred Revenue Account
+  Revenues are deferred on this Current Liability account until they are recognized.
+Generate Entries
+  By default, Odoo :ref:`automatically generates <customer_invoices/deferred/generate_on_validation>`
+  the deferral entries when you post a customer invoice. However, you can also choose to
+  :ref:`generate them manually <customer_invoices/deferred/generate_manually>` by selecting the
+  :guilabel:`Manually & Grouped` option instead.
+Amount Computation
+  Suppose an invoice of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
+  computation accounts for $100 each month, while the :guilabel:`Based on days` computation
+  accounts for different amounts depending on the number of days in each month.
 
-To configure your account in the **Chart of Accounts**, go to :menuselection:`Accounting -->
-Configuration --> Chart of Accounts`, click on *Create*, and fill out the form.
+.. _customer_invoices/deferred/generate_on_validation:
 
-.. image:: deferred_revenues/deferred_revenues01.png
-   :align: center
-   :alt: Configuration of a Deferred Revenue Account in Odoo Accounting
+Generate deferral entries on validation
+=======================================
+
+.. tip::
+   Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are visible in the
+   :guilabel:`Invoice Lines` tab. In most cases, the :guilabel:`Start Date` should be in the same
+   month as the :guilabel:`Invoice Date`.
+
+For each line of the invoice that should be deferred, specify the start and end dates of the
+deferral period.
+
+If the :guilabel:`Generate Entries` field in the **Settings** is set to :guilabel:`On invoice/bill
+validation`, Odoo automatically generates the deferral entries when the invoice is validated. Click
+the :guilabel:`Deferred Entries` smart button to see them.
+
+One entry, dated on the same day as the invoice, moves the invoice amounts from the income account
+to the deferred account. The other entries are deferral entries which, month after month, move
+the invoice amounts from the deferred account to the income account to recognize the revenue.
+
+.. example::
+   You can defer a January invoice of $1200 over 12 months by specifying a start date of 01/01/2023
+   and an end date of 12/31/2023. At the end of August, $800 is recognized as an income,
+   whereas $400 remains on the deferred account.
+
+Reporting
+=========
+
+The deferred revenue report computes an overview of the necessary deferral entries for each account.
+To access it, go to :menuselection:`Accounting --> Reporting --> Deferred Revenue`.
+
+To view the journal items of each account, click on the account name and then :guilabel:`Journal
+Items`.
+
+.. image:: deferred_revenues/deferred_revenue_report.png
+   :alt: Deferred revenue report
 
 .. note::
-   This account's type must be either *Current Liabilities* or *Non-current Liabilities*
+    Only invoices whose accounting date is before the end of the period of the report
+    are taken into account.
 
-Post an income to the right account
------------------------------------
+.. _customer_invoices/deferred/generate_manually:
 
-Select the account on a draft invoice
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Generate grouped deferral entries manually
+==========================================
 
-On a draft invoice, select the right account for all the products of which the incomes must be
-deferred.
+If you have a lot of deferred revenues and wish to reduce the number of journal entries created, you
+can generate deferral entries manually. To do so, set the :guilabel:`Generate Entries` field in the
+**Settings** to :guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in a
+single entry.
 
-.. image:: deferred_revenues/deferred_revenues02.png
-   :align: center
-   :alt: Selection of a Deferred Revenue Account on a draft invoice in Odoo Accounting
+At the end of each month, go to :menuselection:`Accounting --> Reporting --> Deferred Revenue` and
+click the :guilabel:`Generate Entries` button. This generates two deferral entries:
 
-Choose a different Income Account for specific products
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+- One dated at the end of the month which aggregates, for each account, all the deferred amounts
+  of that month. This means that a part of the deferred revenue is recognized at the end of that
+  period.
+- The reversal of this created entry, dated on the following day (i.e., the first day of the
+  next month) to cancel the previous entry.
 
-Start editing the product, go to the *Accounting* tab, select the right **Income Account**, and
-save.
+.. example::
+   There are two invoices:
 
-.. image:: deferred_revenues/deferred_revenues03.png
-   :align: center
-   :alt: Change of the Income Account for a product in Odoo
+   - Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023
+   - Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023
 
-.. tip::
-   It is possible to automate the creation of revenue entries for these products (see:
-   `Automate the Deferred Revenues`_).
+   In January
+      At the end of January, after clicking the :guilabel:`Generate Entries` button, there are the
+      following entries:
 
-Change the account of a posted journal item
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+      - Entry 1 dated on the 31st January:
 
-To do so, open your Sales Journal by going to
-:menuselection:`Accounting --> Accounting --> Sales`, select the journal item you
-want to modify, click on the account, and select the right one.
+        - Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both invoices)
+        - Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A and invoice B)
+        - Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be deferred later
+          on)
 
-.. image:: deferred_revenues/deferred_revenues04.png
-   :align: center
-   :alt: Modification of a posted journal item's account in Odoo Accounting
+      - Entry 2 dated on the 1st February, the reversal of the previous entry:
 
-Deferred Revenues entries
-=========================
+        - Line 1: Expense account **1800**
+        - Line 2: Deferred account **-150**
+        - Line 3: Expense account **-1650**
 
-Create a new entry
-------------------
+   In February
+      At the end of February, after clicking the :guilabel:`Generate Entries` button, there are the
+      following entries:
 
-A **Deferred Revenues entry** automatically generates all journal entries in *draft mode*. They are
-then posted one by one at the right time until the full amount of the income is recognized.
+      - Entry 1 dated on the 28th February:
 
-To create a new entry, go to :menuselection:`Accounting --> Accounting --> Deferred Revenues`, click
-on *Create*, and fill out the form.
+        - Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both invoices)
+        - Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A and invoice B)
+        - Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be deferred later
+          on)
 
-Click on **select related purchases** to link an existing journal item to this new entry. Some
-fields are then automatically filled out, and the journal item is now listed under the **Related
-Sales** tab.
+      - Entry 2 dated on the 1st March, the reversal of the previous entry.
 
-.. image:: deferred_revenues/deferred_revenues05.png
-   :align: center
-   :alt: Deferred Revenue entry in Odoo Accounting
+   From March to October
+      The same computation is done for each month until October.
 
-Once done, you can click on *Compute Revenue* (next to the *Confirm* button) to generate all the
-values of the **Revenue Board**. This board shows you all the entries that Odoo will post to
-recognize your revenue, and at which date.
+   In November
+      At the end of November, after clicking the :guilabel:`Generate Entries` button, there are the
+      following entries:
 
-.. image:: deferred_revenues/deferred_revenues06.png
-   :align: center
-   :alt: Revenue Board in Odoo Accounting
+      - Entry 1 dated on the 30th November:
 
-What does "Prorata Temporis" mean?
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+        - Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both invoices)
+        - Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice A and invoice
+          B)
+        - Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be deferred later
+          on)
 
-The **Prorata Temporis** feature is useful to recognize your revenue the most accurately possible.
+      - Entry 2 dated on the 1st December, the reversal of the previous entry.
 
-With this feature, the first entry on the Revenue Board is computed based on the time left between
-the *Prorata Date* and the *First Recognition Date* rather than the default amount of time between
-recognitions.
+   In December
+      There is no need to generate entries in December. Indeed, if we do the computation for
+      December, we have an amount of 0 to be deferred.
 
-For example, the Revenue Board above has its first revenue with an amount of $ 4.22 rather than
-$ 70.00. Consequently, the last entry is also lower and has an amount of $ 65.78.
+   In total
+      If we aggregate everything, we would have:
 
-Deferred Entry from the Sales Journal
--------------------------------------
+      - invoice A and invoice B
+      - two entries (one for the deferral and one for the reversal) for each month from January to
+        November
 
-You can create a deferred entry from a specific journal item in your **Sales Journal**.
-
-To do so, open your Sales Journal by going to
-:menuselection:`Accounting --> Accounting --> Sales`, and select the journal item you want to defer.
-Make sure that it is posted in the right account (see:
-`Change the account of a posted journal item`_).
-
-Then, click on *Action*, select **Create Deferred Entry**, and fill out the form the same way you
-would do to `create a new entry`_.
-
-.. image:: deferred_revenues/deferred_revenues07.png
-   :align: center
-   :alt: Create Deferred Entry from a journal item in Odoo Accounting
-
-Deferred Revenue Models
-=======================
-
-You can create **Deferred Revenue Models** to create your Deferred Revenue entries faster.
-
-To create a model, go to :menuselection:`Accounting --> Configuration --> Deferred Revenue Models`,
-click on *Create*, and fill out the form the same way you would do to create a new entry.
-
-.. tip::
-   You can also convert a *confirmed Deferred Revenue entry* into a model by
-   opening it from :menuselection:`Accounting --> Accounting --> Deferred
-   Revenues` and then, by clicking on the button *Save Model*.
-
-Apply a Deferred Revenue Model to a new entry
----------------------------------------------
-
-When you create a new Deferred Revenue entry,  fill out the **Deferred Revenue Account** with the
-right recognition account.
-
-New buttons with all the models linked to that account appear at the top of the form. Clicking on a
-model button fills out the form according to that model.
-
-.. image:: deferred_revenues/deferred_revenues08.png
-   :align: center
-   :alt: Deferred Revenue model button in Odoo Accounting
-
-.. _deferred-revenues-automation:
-
-Automate the Deferred Revenues
-==============================
-
-When you create or edit an account of which the type is either *Current Liabilities* or *Non-current
-Liabilities*, you can configure it to defer the revenues that are credited on it automatically.
-
-You have three choices for the **Automate Deferred Revenue** field:
-
-#. **No:** this is the default value. Nothing happens.
-#. **Create in draft:** whenever a transaction is posted on the account, a draft *Deferred Revenues
-   entry* is created, but not validated. You must first fill out the form in
-   :menuselection:`Accounting --> Accounting --> Deferred Revenues`.
-#. **Create and validate:** you must also select a Deferred Revenue Model (see:
-   `Deferred Revenue Models`_). Whenever a transaction is posted on the account, a *Deferred
-   Revenues entry* is created and immediately validated.
-
-.. image:: deferred_revenues/deferred_revenues09.png
-   :align: center
-   :alt: Automate Deferred Revenue on an account in Odoo Accounting
-
-.. tip::
-   You can, for example, select this account as the default **Income Account** of a product to fully
-   automate its sale. (see: `Choose a different Income Account for specific products`_).
-
-.. seealso::
-   * :doc:`../get_started/chart_of_accounts`
-   * `Odoo Academy: Deferred Revenues (Recognition) <https://www.odoo.com/r/EWO>`_
+      Therefore, at the end of December, invoices A and B are fully recognized as income
+      only once in spite of all the created entries thanks to the reversal mechanism.

content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst

@@ -72,33 +72,6 @@ You can define a specific e-invoicing format for each customer. To do so, go to
 .. image:: electronic_invoicing/customer-form.png
    :alt: Select an EDI format for a specific customer
 
-Peppol formats
---------------
-
-Use the fields :guilabel:`Peppol e-address (EAS)` and :guilabel:`Peppol Endpoint` to identify the
-recipient in the Peppol Network.
-
-.. seealso::
-   `Peppol BIS Billing 3.0 - Electronic Address Scheme (EAS) code list
-   <https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/>`_
-
-.. example::
-   .. list-table::
-      :header-rows: 1
-
-      * - Partner's country
-        - Peppol e-address (EAS)
-        - Peppol Endpoint
-      * - Luxembourg
-        - 9938 - Luxemburg VAT number
-        - a valid Luxemburgish VAT number
-      * - Netherlands
-        - 0190 - Dutch Originator's Identification Number
-        - a valid OIN number
-      * - Belgium
-        - 9925 - Belgium VAT number
-        - a valid Belgian VAT number
-
 National electronic invoicing
 -----------------------------
 
@@ -121,3 +94,184 @@ e-invoicing option to generate and attach the e-invoice file.
 
 .. image:: electronic_invoicing/send-window.png
    :alt: The Peppol option is checked and an e-invoicing XML file is attached to the email.
+
+Peppol
+======
+
+The `Peppol <https://peppol.org/about/>`_ network ensures the exchange of documents and information
+between enterprises and governmental authorities. It is primarily used for electronic invoicing, and
+its access points (connectors to the Peppol network) allow enterprises to exchange electronic
+documents.
+
+Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic
+invoicing transactions without the need to send invoices and bills by email or post.
+
+If not done yet, :ref:`install <general/install>` the :guilabel:`Peppol` module (`account_peppol`).
+
+.. important::
+   - Peppol registration is **free** and available in Odoo Community
+   - You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and
+     **Refunds** via Peppol.
+   - You can send in one of the following supported document formats: **BIS Billing 3.0, XRechnung
+     CIUS, NLCIUS**.
+   - | The following **countries** are eligible for **Peppol registration in Odoo**:
+     | Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus,
+       Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece,
+       Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia,
+       Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania,
+       Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)
+
+Registration
+------------
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the
+Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually
+save**.
+
+.. image:: electronic_invoicing/peppol-install.png
+   :alt: Peppol module installation
+
+Fill in the following information:
+
+- :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your
+  company's country. Odoo often prefills this with the most commonly used EAS code in your country.
+  For example, the preferred EAS code for most companies in Belgium is 0208.
+- :guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a VAT number.
+- :guilabel:`Phone Number`, including the country code (e.g., `+32` in Belgium)
+- :guilabel:`Primary contact email`
+
+.. seealso::
+   - `Peppol EAS - European Commision <https://ec.europa.eu/digital-building-blocks/wikis/display/DIGITAL/Code+lists/>`_
+   - `Peppol Endpoint - OpenPeppol eDEC Code Lists <https://docs.peppol.eu/edelivery/codelists/>`_
+     (open the "Participant Identifier Schemes" as HTML page)
+
+If you are migrating from another access point, insert the :guilabel:`Migration key` from the
+previous provider.
+
+.. image:: electronic_invoicing/peppol-settings.png
+   :alt: Configuration for peppol
+
+Finally, click :guilabel:`Validate registration`. If you want to explore or demo Peppol, you can
+choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`.
+
+   .. image:: electronic_invoicing/peppol-demo-mode.png
+      :alt: Peppol demo mode selection
+
+.. note::
+   When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`.
+   Then, a radio button appears with the option to register on the test server.
+
+   .. image:: electronic_invoicing/peppol-system-parameter.png
+      :alt: Peppol test mode parameter
+
+   .. image:: electronic_invoicing/peppol-test-mode-settings.png
+      :alt: Peppol test mode selection
+
+Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone
+number`.
+
+.. image:: electronic_invoicing/peppol-registration-verify.png
+   :alt: phone validation request verification
+
+A text message containing a code is sent to the phone number provided to finalize the verification
+process.
+
+.. image:: electronic_invoicing/phone-registration.png
+   :alt: phone validation
+
+Once you enter the code and click :guilabel:`Confirm`, you can see that your registration is pending
+activation. From this point onwards, the default journal for receiving Vendor Bills can be set.
+
+.. image:: electronic_invoicing/peppol-registration-pending.png
+   :alt: pending application
+
+It should be automatically activated within a day.
+
+.. tip::
+   It is also possible to manually trigger the cron that checks the registration status by going to
+   :menuselection:`Settings --> Technical --> Scheduled Actions --> PEPPOL\: update participant
+   status`.
+
+Your application status should be updated soon after you are registered on the Peppol network.
+
+.. image:: electronic_invoicing/peppol-registration-active.png
+   :alt: active application
+
+All invoices and vendor bills can now be sent directly using the Peppol network.
+
+Contact verification
+--------------------
+
+Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they
+are also registered as a Peppol participant.
+
+To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's
+form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct
+format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in.
+Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity
+is set to Valid.
+
+.. image:: electronic_invoicing/peppol-contact-verify.png
+   :alt: verify contact registration
+
+.. important::
+   While Odoo prefills both the EAS code and the Endpoint number based on the information available
+   for a contact, it is better to confirm these details directly with the contact.
+
+It is possible to verify the Peppol participant status of several customers at once.
+To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view.
+Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`.
+
+Send invoices
+-------------
+
+Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the
+invoice form. To queue multiple invoices, select them in the list view and click
+:menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both
+:guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked.
+
+.. image:: electronic_invoicing/peppol-send-print.png
+   :alt: Send peppol invoice
+
+Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`.
+To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and
+click :guilabel:`Peppol ready invoices` on the corresponding sales journal.
+
+.. image:: electronic_invoicing/peppol-ready-invoices.png
+   :alt: Filter Peppol ready invoices
+
+Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The
+status is changed to `Done` after they have been successfully delivered to the contact's Access
+Point.
+
+.. image:: electronic_invoicing/peppol-message-processing.png
+   :alt: Peppol message status
+
+.. tip::
+   By default, the Peppol status column is hidden on the Invoices list view. You can choose to have
+   it displayed by selecting it from the optional columns, accessible from the top right corner of
+   the Invoices list view.
+
+A cron runs regularly to check the status of these invoices. It is possible to check the status
+before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding
+sales journal on the Accounting dashboard.
+
+.. image:: electronic_invoicing/peppol-fetch-message-status.png
+   :alt: Fetch invoice Peppol status
+
+Receive vendor bills
+--------------------
+
+Once a day, a cron checks whether any new documents have been sent to you via the Peppol network.
+These documents are imported, and the corresponding vendor bills are created automatically as
+drafts.
+
+.. image:: electronic_invoicing/peppol-receive-bills.png
+   :alt: peppol receive bills
+
+If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the
+Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click
+:guilabel:`Fetch from Peppol`.
+
+.. image:: electronic_invoicing/peppol-fetch-bills.png
+   :alt: Fetch bills from Peppol