[IMP] create JavaScript howtos

The JavaScript cheatsheet is outdated, we therefore remove it and
replace it by multiple howtos:

- Create a view from scratch
- Extending an existing view
- Create a field from scratch
- Extend an existing field
- Create a client action

There is other subjects to introduce as the web framework is big. Other
future contributions will cover them.

X-original-commit: 7e4435deb8

Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-16.1
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-16.2
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)

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 = 'saas-16.1'
+version = release = 'saas-16.2'
 
 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -213,6 +213,7 @@ 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-16.2': "Odoo Online",
     'saas-16.1': "Odoo Online",
     '16.0': "Odoo 16",
     'saas-15.2': "Odoo Online",
@@ -318,6 +319,12 @@ latex_documents = [
      'odoo_partnership_agreement_es.tex', 'Odoo Partnership Agreement (ES)', '', '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']
+
 # 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'
 
@@ -446,6 +453,10 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
                     )
                 )
 
+        # Dynamic generation of localized legal doc links
+        context['legal_translations'] = legal_translations
+
+
     def _build_url(_version=None, _lang=None):
         if app.config.is_remote_build:
             # Project root like https://www.odoo.com/documentation

content/administration/install/cdn.rst

@@ -1,80 +1,109 @@
-===========================================
-Setting up a Content Delivery Network (CDN)
-===========================================
+=======================================
+Set up a content delivery network (CDN)
+=======================================
 
 .. _reference/cdn/keycdn:
 
-Deploying with KeyCDN_
-======================
+Deploying with KeyCDN
+=====================
 
-.. sectionauthor:: Fabien Meghazi
+A :abbr:`CDN (Content Delivery Network)` or *content distribution network*, is a geographically
+distributed network of servers that provides high speed internet content. The :abbr:`CDN (Content
+Delivery Network)` provides quick, high-quality content delivery for content-heavy websites.
 
-This document will guide you through the setup of a KeyCDN_ account with your
-Odoo powered website.
+This document will guide you through the setup of a KeyCDN_ account with an Odoo powered website.
 
-Step 1: Create a pull zone in the KeyCDN dashboard
---------------------------------------------------
+Create a pull zone in the KeyCDN dashboard
+------------------------------------------
 
-.. image:: cdn/keycdn_create_a_pull_zone.png
-   :class: img-fluid
+On the KeyCDN dashboard, start by navigating to the :menuselection:`Zones` menu item on the left. On
+the form, give a value to the :guilabel:`Zone Name`, which will appear as part of the :abbr:`CDN
+(Content Delivery Network)`'s :abbr:`URL (Uniform Resource Locator)`. Then, set the :guilabel:`Zone
+Status` to :guilabel:`active` to engage the zone. For the :guilabel:`Zone Type` set the value to
+:guilabel:`Pull`, and then, finally, under the :guilabel:`Pull Settings`, enter the
+:guilabel:`Origin URL`— this address should be the full Odoo database :abbr:`URL (Uniform Resource
+Locator)`.
 
-When creating the zone, enable the CORS option in the
-:guilabel:`advanced features` submenu. (more on that later)
+.. example::
+   Use ``https://yourdatabase.odoo.com`` and replace the *yourdatabase* subdomain prefix with the
+   actual name of the database. A custom :abbr:`URL (Uniform Resource Locator)` can be used, as
+   well, in place of the Odoo subdomain that was provided to the database.
 
-.. image:: cdn/keycdn_enable_CORS.png
-   :class: img-fluid
+.. image:: cdn/keycdn-zone.png
+   :align: center
+   :alt: KeyCDN's Zone configuration page.
 
-Once done, you'll have to wait a bit while KeyCDN_ is crawling your website.
+Under the :guilabel:`General Settings` heading below the zone form, click the :guilabel:`Show all
+settings` button to expand the zone options. This should be the last option on the page. After
+expanding the :guilabel:`General Settings` ensure that the :guilabel:`CORS` option is
+:guilabel:`enabled`.
 
-.. image:: cdn/keycdn_progressbar.png
-   :class: img-fluid
+Next, scroll to the bottom of the zone configuration page and :guilabel:`Save` the changes. KeyCDN
+will indicate that the new zone will be deployed. This can take about 10 minutes.
 
-.. note:: a new URL has been generated for your Zone, in this case it is
-          ``http://pulltest-b49.kxcdn.com``
+.. image:: cdn/zone-url.png
+   :align: center
+   :alt: KeyCDN deploying the new Zone.
 
-Step 2: Configure the odoo instance with your zone
---------------------------------------------------
+.. note::
+   A new :guilabel:`Zone URL` has been generated for your Zone, in this example it is
+   ``pulltest-xxxxx.kxcdn.com``. This value will differ for each database.
 
-In the Odoo back end, go to the :guilabel:`Website Settings`: menu, then
-activate the CDN support and copy/paste your zone URL in the
-:guilabel:`CDN Base URL` field. This field is only visible and configurable if
-you have developer mode activated.
+Copy this :guilabel:`Zone URL` to a text editor for later, as it will be used in the next steps.
 
-.. image:: cdn/odoo_cdn_base_url.png
-   :class: img-fluid
+Configure the Odoo instance with the new zone
+---------------------------------------------
 
-Now your website is using the CDN for the resources matching the
-:guilabel:`CDN filters` regular expressions.
+In the Odoo :guilabel:`Website` app, go to the :menuselection:`Settings` and then activate the
+:guilabel:`Content Delivery Network (CDN)` setting and copy/paste the :guilabel:`Zone URL` value
+from the earlier step into the :guilabel:`CDN Base URL` field. This field is only visible and
+configurable when :doc:`Developer Mode <../../applications/general/developer_mode>` is activated.
 
-You can have a look to the HTML of your website in order to check if the CDN
-integration is properly working.
+.. note::
+   Ensure that there are two *forward slashes* (`//`) before the :guilabel:`CDN Base URL` and one
+   forward slash (`/`) after the :guilabel:`CDN Base URL`.
 
-.. image:: cdn/odoo_check_your_html.png
-   :class: img-fluid
+:guilabel:`Save` the settings when complete.
 
+.. image:: cdn/cdn-base-url.png
+   :align: center
+   :alt: Activate the CDN setting in Odoo.
 
-Why should I activate CORS?
----------------------------
+Now the website is using the CDN for the resources matching the :guilabel:`CDN filters` regular
+expressions.
 
-A security restriction in some browsers (Firefox and Chrome at time of writing)
-prevents a remotely linked CSS file to fetch relative resources on this same
-external server.
+In the HTML of the Odoo website, the :abbr:`CDN (content delivery network)` integration is evidenced
+as working properly by checking the :abbr:`URL (Uniform Resource Locators)` of images. The *CDN Base
+URL* value can be seen by using your web browser's :guilabel:`Inspect` feature on the Odoo website.
+Look for it's record by searching within the :guilabel:`Network` tab inside of devtools.
 
-If you don't activate the CORS option in the CDN zone, the more obvious
-resulting problem on a default Odoo website will be the lack of font-awesome
-icons because the font file declared in the font-awesome CSS won't be loaded on
-the remote server.
+.. image:: cdn/test-pull.png
+   :align: center
+   :alt: The CDN Base URL can be seen using the inspect function on the Odoo website.
 
-Here's what you would see on your homepage in such a case:
+Prevent security issues by activating cross-origin resource sharing (CORS)
+--------------------------------------------------------------------------
 
-.. image:: cdn/odoo_font_file_not_loaded.png
-   :class: img-fluid
+A security restriction in some browsers (such as Mozilla Firefox and Google Chrome) prevents a
+remotely linked CSS file to fetch relative resources on this same external server.
 
-A security error message will also appear in the browser's console:
+If the :abbr:`CORS (Cross-Origin Resource Sharing)` option isn't enabled in the :guilabel:`CDN
+Zone`, the more obvious resulting problem on a standard Odoo website will be the lack of *Font
+Awesome* icons because the font file declared in the *Font Awesome* CSS won't be loaded from the
+remote server.
 
-.. image:: cdn/odoo_security_message.png
-   :class: img-fluid
+When these cross-origin resource issues occur, a security error message similar to the output
+below will appear in the web browser's developer console:
 
-Enabling the CORS option in the CDN fixes this issue.
+``Font from origin 'http://pulltest-xxxxx.kxcdn.com' has been blocked from loading /shop:1 by
+Cross-Origin Resource Sharing policy: No 'Access-Control-Allow-Origin' header is present on the
+requested resource. Origin 'http://yourdatabase.odoo.com' is therefore not allowed access.``
+
+.. image:: cdn/odoo-security-message.png
+   :align: center
+   :alt: Error message populated in the browser console.
+
+Enabling the :abbr:`CORS (Cross-Origin Resource Sharing)` option in the :abbr:`CDN (Content Delivery
+Network)` settings fixes this issue.
 
 .. _KeyCDN: https://www.keycdn.com

content/administration/maintain/azure_oauth.rst

@@ -11,6 +11,10 @@ personal email address or an address created by a custom domain.
    `Microsoft Learn: Register an application with the Microsoft identity platform
    <https://learn.microsoft.com/azure/active-directory/develop/quickstart-register-app>`_
 
+.. seealso::
+   - :doc:`/applications/general/auth/azure`
+   - :doc:`/applications/general/calendars/outlook/outlook_calendar`
+
 Setup in Microsoft Azure Portal
 ===============================
 
@@ -161,9 +165,9 @@ Then, create a new email server and check the box for :guilabel:`Outlook`. Next,
 :guilabel:`Name` (it can be anything) and the Microsoft Outlook email :guilabel:`Username`.
 
 If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain or email address
-<email_communication/default_from>`.
+<email_communication/default>`.
 
-Then, cick on :guilabel:`Connect your Outlook account`.
+Then, click on :guilabel:`Connect your Outlook account`.
 
 A new window from Microsoft opens to complete the :guilabel:`authorization process`. Select the
 appropriate email address that is being configured in Odoo.

content/administration/maintain/google_oauth.rst

@@ -11,6 +11,10 @@ email address or an address created by a custom domain.
    For more information, visit `Google's documentation
    <https://support.google.com/cloud/answer/6158849>`_ on setting up OAuth.
 
+.. seealso::
+   - :doc:`/applications/general/auth/google`
+   - :doc:`/applications/general/calendars/google/google_calendar_credentials`
+
 Setup in Google
 ===============
 

content/administration/maintain/mailjet_api.rst

@@ -201,7 +201,7 @@ Connection`.
    #. The :guilabel:`From Filter` needs to be set on the server configuration. It is recommended
       to set it as a domain and not a full email address. It should match the domain in the two
       proceeding steps. More information can be referenced :ref:`here
-      <email_servers/outgoing-email-server>`.
+      <email_communication/from_filter>`.
    #. The :guilabel:`mail.default.from` system parameter must have the value
       `notifications\@yourdomain.com`.
    #. The :guilabel:`mail.default.from_filter` system parameter must have the value

content/administration/maintain/odoo_online.rst

@@ -3,20 +3,22 @@ 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 *My Databases*.
+<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
+:guilabel:`My Databases`.
 
 .. image:: odoo_online/my-databases.png
    :align: center
    :alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
 
 .. note::
-   Make sure you are connected as the administrator of the database you want to manage.
+   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 you want to manage by clicking on the gear icon.
+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:
 
@@ -35,22 +37,22 @@ Several actions are available:
 Upgrade
 =======
 
-If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
-<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
-upgrade to the latest version (e.g., 13.0 to 15.1).
+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 your Odoo database's version is lower than the latest major release:**
-     | You must upgrade your database within two months. After these two months, an automatic
+   - | **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 your Odoo database's version is equal to or higher than the latest major release:**
-     | You can disregard the invitation to upgrade as you probably wouldn't benefit from new
+   - | **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. We recommend you initiate the upgrade of the database yourself, as this method
-   allows you to request a test upgrade of your database to check for any discrepancies.
+   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.
 
 .. seealso::
    - :doc:`../upgrade`
@@ -61,12 +63,12 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
 Duplicate
 =========
 
-Make an exact copy of the database to be able to perform testing without compromising the daily
-operations.
+This allows to make an exact copy of the database to be able to perform testing without compromising
+the daily operations.
 
 .. important::
-   - By checking *For testing purposes*, all external communication (emails, payments, delivery
-     orders, etc.) are disabled by default on the duplicated database.
+   - 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.
 
 .. _odoo_online/rename:
@@ -81,7 +83,7 @@ Rename the database and its URL.
 Download
 ========
 
-Download instantly a ZIP file with a backup of the database.
+Instantly download a ZIP file with a backup of the database.
 
 .. note::
    Databases are backed up daily according to the `Odoo Cloud SLA
@@ -115,8 +117,8 @@ Delete a database instantly.
    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.
 
-Read carefully the warning message that pops up and proceed only if you fully understand the
-implications of deleting a database:
+Carefully read the warning message that pops up and proceed only if the implications of deleting a
+database are fully understood:
 
 .. image:: odoo_online/delete.png
    :align: center
@@ -127,7 +129,6 @@ implications of deleting 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>`_.
-   - To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
 
 .. _odoo_online/contact-support:
 
@@ -142,14 +143,15 @@ pre-filled.
 Invite / Remove Users
 =====================
 
-To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
-users, click on *Add more 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`.
 
 .. image:: odoo_online/invite-users.png
    :align: center
    :alt: Clicking on "Add more users" adds additional email fields.
 
-To remove users, select the users to remove and click on *Remove*.
+To remove users, select the users to remove and click on :guilabel:`Remove`.
 
 .. seealso::
    - :doc:`/applications/general/users/manage_users`
+   - :doc:`/applications/general/users/delete_account`

content/administration/maintain/supported_versions.rst

@@ -26,9 +26,13 @@ This matrix shows the support status of every version.
 +-----------------+-------------+----------+-------------+----------------+------------------------+
 |                 | 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  | |green|     | N/A      | N/A         | March 2022     | January 2023           |
+| 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              |
 +-----------------+-------------+----------+-------------+----------------+------------------------+

content/applications.rst

@@ -18,6 +18,7 @@ Discover our user guides and configuration tutorials per application.
     applications/sales
     applications/websites
     applications/inventory_and_mrp
+    applications/hr
     applications/marketing
     applications/services
     applications/productivity

content/applications/finance/accounting/bank.rst

@@ -8,6 +8,7 @@ Bank and cash
    :titlesonly:
 
    bank/setup
-   bank/feeds
-   bank/misc
+   bank/bank_synchronization
+   bank/transactions
    bank/reconciliation
+   bank/interbank

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

@@ -1,6 +1,8 @@
-======================================
-Bank synchronization: automatic import
-======================================
+:show-content:
+
+====================
+Bank synchronization
+====================
 
 Odoo can synchronize directly with your bank institution to get all bank statements imported
 automatically into your database.
@@ -15,9 +17,12 @@ To connect to the banks, Odoo uses multiple web-services:
 
 - **Plaid**: United States of America and Canada
 - **Yodlee**: Worldwide
-- **Salt Edge**: Europe (:doc:`more information <saltedge>`)
-- **Ponto**: Europe (:doc:`more information <ponto>`)
-- **EnableBanking**: Scandinavian countries
+- :doc:`Salt Edge <bank_synchronization/saltedge>`: Europe
+- :doc:`Ponto <bank_synchronization/ponto>`: Europe
+- :doc:`Enable Banking <bank_synchronization/enablebanking>`: Scandinavian countries
+
+.. seealso::
+   :doc:`transactions`
 
 Configuration
 =============
@@ -196,7 +201,9 @@ You can update your credentials by going to :menuselection:`Accounting Dashboard
 Configuration --> Accounting: Online Synchronization`,open the connection you want to update your
 credentials and click on the :guilabel:`Update Credentials` button.
 
-.. seealso::
-   * :doc:`bank_statements`
-   * :doc:`ponto`
-   * :doc:`saltedge`
+.. toctree::
+   :titlesonly:
+
+   bank_synchronization/saltedge
+   bank_synchronization/ponto
+   bank_synchronization/enablebanking

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

@@ -0,0 +1,36 @@
+==============
+Enable Banking
+==============
+
+**Enable Banking** is a third-party provider aggregating banking information from bank accounts all
+in one place. It offers non-intrusive connectivity to ASPSPs' official APIs across Europe without
+storing data.
+
+.. image:: enablebanking/enablebanking.png
+   :align: center
+   :alt:   Enable Banking logo
+
+**Odoo** synchronizes directly with banks to get access to all bank transactions and automatically
+import them into your database.
+
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - `Enable Banking website <https://enablebanking.com/>`_
+
+Configuration
+=============
+
+Link bank accounts with Odoo
+----------------------------
+
+#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration -->
+   Add a Bank Account`;
+#. Select your bank;
+#. Make sure you give your consent to share your account information with Odoo by clicking
+   :guilabel:`Continue authentication`;
+
+   .. image:: enablebanking/enablebankingauth.png
+      :align: center
+      :alt: Enable Banking authentication page
+
+#. Finally, you are redirected to your bank's login page.

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

@@ -1,6 +1,6 @@
-======================================
-Ponto as bank synchronization provider
-======================================
+=====
+Ponto
+=====
 
 **Ponto** is a service that allows companies and professionals to aggregate their accounts in one
 place and directly see all their transactions within one app. It is a third-party solution that is
@@ -16,9 +16,9 @@ into your database.
 Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
 and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
 
-.. note::
-   You can find more information about bank synchronization :doc:`on this page
-   <bank_synchronization>`.
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - :doc:`../transactions`
 
 Configuration
 =============
@@ -115,10 +115,3 @@ and we advise you to contact Ponto directly.
 .. important::
    Using an institution in beta is beneficial for Ponto, it allows them to have real
    feedback on the connection with the institution.
-
-
-.. seealso::
-
-   * :doc:`bank_synchronization`
-   * :doc:`saltedge`
-   * :doc:`bank_statements`

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

@@ -1,6 +1,6 @@
-==========================================
-Salt Edge as bank synchronization provider
-==========================================
+=========
+Salt Edge
+=========
 
 **Salt Edge** is a third-party provider that aggregates banking information
 from your bank accounts. It supports ~5000 institutions in more than 50
@@ -8,12 +8,15 @@ countries.
 
 .. image:: saltedge/saltedge-logo.png
    :align: center
+   :width: 50%
    :alt: Salt Edge Logo
 
 Odoo can synchronize directly with your bank to get all bank statements imported
 automatically into your database.
 
-Salt Edge is a free third-party provider.
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - :doc:`../transactions`
 
 Configuration
 =============
@@ -103,9 +106,3 @@ In case you already have a connection with the same credentials present on your
 and this synchronization was created with Odoo, you will normally be able to find it by going to
 :menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
 *Update Credentials* to reactivate the connection.
-
-.. seealso::
-
-   * :doc:`bank_synchronization`
-   * :doc:`ponto`
-   * :doc:`bank_statements`

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

@@ -1,13 +0,0 @@
-:nosearch:
-
-==========
-Bank feeds
-==========
-
-.. toctree::
-   :titlesonly:
-
-   feeds/bank_statements
-   feeds/bank_synchronization
-   feeds/ponto
-   feeds/saltedge

content/applications/finance/accounting/bank/feeds/bank_statements.rst

@@ -1,62 +0,0 @@
-===============
-Bank statements
-===============
-
-Importing your bank statements allows you to keep track of your bank account transactions and
-reconcile them with the ones recorded in Odoo.
-
-We recommend using :doc:`the bank synchronization feature <bank_synchronization>` for more
-efficiency. However, if you do not want to use it or if your bank is not yet supported, other
-options exist:
-
-- Import the bank statement files delivered by your bank;
-- Register the bank statements manually.
-
-Import bank statements files
-============================
-
-Odoo supports multiple file formats to import bank statements:
-
-- SEPA recommended Cash Management format (CAMT.053);
-- Comma-separated values (.CSV);
-- Open Financial Exchange (.OFX);
-- Quicken Interchange Format (.QIF);
-- Belgium: Coded Statement of Account (.CODA).
-
-To import a file, go to the Accounting dashboard and click on :guilabel:`Import (Statements)` under
-the :guilabel:`Bank` window, or click on the drop-down menu (:guilabel:`⋮`) button and then on
-:guilabel:`Import Statement`.
-
-.. image:: bank_statements/bank-overview.png
-   :align: center
-   :alt: Import a bank statement file in Odoo Accounting
-
-Next, select the file you want to import and click on :guilabel:`Upload`.
-
-Once the file uploaded, the **import widget** helps you set formatting options and **map** the
-different columns you want to import. You also can :guilabel:`test` the bank statement file before
-importing it to your database.
-
-.. image:: bank_statements/import-bank-statement.png
-   :align: center
-   :alt: Register bank statements manually in Odoo Accounting
-
-Register bank statements manually
-=================================
-
-If needed, you can also record your bank statements manually. To do so, go to the
-:guilabel:`Accounting dashboard` and click on the :guilabel:`Create Statements` under the
-:guilabel:`Bank` window. Alternatively, you can click the drop-down menu (:guilabel:`⋮`) button, and
-then :guilabel:`New Statement`.
-
-To ease the reconciliation process, make sure to fill out the :guilabel:`Partner` field. You can
-also type in the payments’ references in the :guilabel:`Label` field. Add a new line for each
-transaction written on the original bank statement.
-
-.. image:: bank_statements/bank-statements-03.png
-   :align: center
-   :alt: Register bank statements manually in Odoo Accounting
-
-.. note::
-   The **Ending Balance** and the **Computed Balance** should have the same amount. If this is not
-   the case, make sure there are no mistakes in the transactions’ amounts.

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

@@ -15,8 +15,8 @@ Settings` and then under the :guilabel:`Default Accounts` section.
 
 .. note::
    At least two bank accounts are needed to make internal transfers. Refer to
-   :doc:`Bank and cash accounts section <../setup/bank_accounts>` to see how to add an additional
-   bank account to your database.
+   :doc:`Bank and cash accounts section <setup/bank_accounts>` to see how to add an additional bank
+   account to your database.
 
 Register an internal transfer from one bank to another
 ======================================================
@@ -91,8 +91,8 @@ Manage and reconcile bank statements
 ------------------------------------
 
 The next step is to book the bank statements to finalize the transaction by creating,
-:doc:`importing <../feeds/bank_statements>`, or :doc:`synchronizing <../feeds/bank_synchronization>`
-your :guilabel:`Transactions lines`. Fill in the :guilabel:`Ending balance` and click on the
+:doc:`importing <transactions>`, or :doc:`synchronizing <bank_synchronization>` your
+:guilabel:`Transactions lines`. Fill in the :guilabel:`Ending balance` and click on the
 :guilabel:`Reconcile` button.
 
 .. image:: interbank/transactions-line.png
@@ -100,7 +100,7 @@ your :guilabel:`Transactions lines`. Fill in the :guilabel:`Ending balance` and
    :alt: Transaction lines to be filled in prior to reconciliation
 
 .. seealso::
-   - :doc:`../reconciliation/use_cases`
+   :doc:`reconciliation/use_cases`
 
 In the next window, choose counterparts for the payment - in this example, the outstanding payment
 account - then click :guilabel:`Validate`.

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

@@ -1,10 +0,0 @@
-:nosearch:
-
-=============
-Miscellaneous
-=============
-
-.. toctree::
-   :titlesonly:
-
-   misc/interbank

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

@@ -125,5 +125,5 @@ line*.
 .. seealso::
 
    - :doc:`use_cases`
-   - :doc:`../feeds/bank_synchronization`
+   - :doc:`../bank_synchronization`
    - :doc:`../../receivables/customer_invoices/cash_discounts`

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

@@ -102,4 +102,4 @@ right and validate all related payments :
    :align: center
 
 .. seealso::
-   * :doc:`../feeds/bank_synchronization`
+   :doc:`../bank_synchronization`

content/applications/finance/accounting/bank/setup/bank_accounts.rst

@@ -4,7 +4,7 @@ Bank and cash accounts
 
 You can manage as many bank or cash accounts as needed on your database. Configuring them well
 allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
-<../../bank/reconciliation/use_cases>` with your journal entries.
+<../reconciliation/use_cases>` with your journal entries.
 
 In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated
 account. Both the journal and the account are automatically created and configured whenever you add
@@ -33,7 +33,7 @@ To connect your bank account to your database, go to :menuselection:`Accounting
 follow the instructions.
 
 .. seealso::
-   :doc:`../../bank/feeds/bank_synchronization`
+   :doc:`../bank_synchronization`
 
 Create a bank account
 ---------------------
@@ -83,7 +83,7 @@ You can edit the accounting information and bank account number according to you
 
 .. seealso::
    - :doc:`../../others/multi_currency`
-   - :doc:`../../bank/feeds/bank_statements`
+   - :doc:`../transactions`
    - :doc:`../../bank/setup/outstanding_accounts`
 
 Suspense account
@@ -132,5 +132,5 @@ Bank feeds
   with your database.
 
 .. seealso::
-   - :doc:`../../bank/feeds/bank_synchronization`
-   - :doc:`../../bank/feeds/bank_statements`
+   - :doc:`../bank_synchronization`
+   - :doc:`../transactions`

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

@@ -0,0 +1,46 @@
+============
+Transactions
+============
+
+Importing transactions from your bank statements allows keeping track of bank account transactions
+and reconciling them with the ones recorded in your accounting.
+
+:doc:`Bank synchronization <bank_synchronization>` automates the process. However, if you do not
+want to use it or if your bank is not yet supported, other options exist:
+
+- :ref:`Import bank transactions <import-statements>` delivered by your bank;
+- :ref:`Register bank transactions <register-transactions>` manually.
+
+.. _import-statements:
+
+Import transactions
+===================
+
+Odoo supports multiple file formats to import transactions:
+
+- SEPA recommended Cash Management format (CAMT.053);
+- Comma-separated values (.CSV);
+- Open Financial Exchange (.OFX);
+- Quicken Interchange Format (.QIF);
+- Belgium: Coded Statement of Account (.CODA).
+
+To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
+click on :guilabel:`Import Transactions`.
+
+.. image:: transactions/import-transactions.png
+   :align: center
+   :alt: Import bank transactions from bank journal
+
+Next, select the file and upload it.
+
+After setting the necessary formatting options and mapping the needed columns, you can run a
+:guilabel:`Test` and :guilabel:`Import` your bank transactions.
+
+.. _register-transactions:
+
+Register bank transactions manually
+===================================
+
+You can also record your bank transactions manually. To do so, go to :guilabel:`Accounting
+Dashboard`, click on the :guilabel:`Bank` journal, and then on :guilabel:`New`. Make sure to fill
+out the :guilabel:`Partner` and :guilabel:`Label` fields to ease the reconciliation process.

content/applications/finance/accounting/getting_started/initial_configuration/setup.rst

@@ -55,7 +55,7 @@ Connect your bank account to your database and have your bank statements synced
 so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
 
 .. note::
-   :doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
+   :doc:`Click here <../../bank/bank_synchronization>` for more information about this feature.
 
 If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
 your database, you may also configure your bank account manually by clicking on *Create it*, and
@@ -188,6 +188,6 @@ Send yourself a sample invoice by email to make sure everything is correctly con
 .. seealso::
    * :doc:`../../bank/setup/bank_accounts`
    * :doc:`chart_of_accounts`
-   * :doc:`../../bank/feeds/bank_synchronization`
+   * :doc:`../../bank/bank_synchronization`
    * :doc:`../../../fiscal_localizations`
    * `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_

content/applications/finance/accounting/payables/pay.rst

@@ -10,3 +10,4 @@ Vendor payments
    pay/sepa
    pay/check
    pay/multiple
+   pay/trusted_accounts

content/applications/finance/accounting/payables/pay/trusted_accounts.rst

@@ -0,0 +1,61 @@
+=============================
+Trusted accounts (send money)
+=============================
+
+To protect users from sending money to scammers, vendor bank account numbers must be marked as
+trusted before you can use them to make an outgoing payment.
+
+To do so, open the vendor bank account and click on the :guilabel:`Send Money` toggle switch button.
+
+.. image:: trusted_accounts/send-money-toggle.png
+   :align: center
+   :alt: Example of a vendor bank account with the "Send Money" toggle button switched to "trusted."
+
+.. note::
+   All accounts are initially marked as untrusted.
+
+Phishing attacks
+================
+
+A **phishing attack** is an online scam designed to trick individuals or companies into giving away
+sensitive information or money by sending out fraudulent communication. Fraudsters pretend to be
+legitimate companies and may use partial information to give credibility to their requests.
+
+There are several types of phishing attacks, including **invoice fraud**. In this case, the
+fraudster pretends to be a genuine supplier following up on unpaid bills or sending a new invoice,
+but with different payment information than usual and with fake contact details.
+
+To protect yourself from these types of phishing attacks, remain vigilant when you receive
+unexpected invoices or payment requests.
+
+.. important::
+   In case of doubt, **we recommend contacting the vendor by phone**. Make sure to call an official
+   phone number by searching yourself, as the URLs, email addresses, and phone numbers written in
+   the communication you received may be fake.
+
+Elements to check
+-----------------
+
+There are several elements you can check by yourself when you receive an outgoing payment request to
+a new account:
+
+Communication style
+  Fraudulent emails and invoices often use a different communication style, such as **different
+  wording**, and may include **spelling and grammatical mistakes**. Examine and **compare** them
+  with previous ones that you know to be authentic (e.g., payment instructions, language, company
+  logo, etc.).*
+
+Urgency
+  Invoice frauds often use **urgent or threatening language** and change the **payment deadline**.
+  Check if you really received a late payment reminder previously.
+
+Type of account
+  A company is unlikely to replace a bank account with a **money transfer service**.
+
+Email and links domain names
+  Double-check the **email address domain** (`example@domain.com`). However, be wary that fraudsters
+  can make their email addresses look genuine or even hack email addresses from your vendor's
+  employees or even someone within your own organization.
+
+  Hover over the links in your email and check that the URLs they redirect to are genuine. Your
+  internet browser usually displays the link's target at the bottom left of the window.

content/applications/finance/accounting/receivables/customer_payments/recording.rst

@@ -13,7 +13,7 @@ your company, or your company has an outstanding debit with a vendor. You can us
 amounts to reduce unpaid invoices/bills.
 
 .. seealso::
-   - :doc:`Internal transfers <../../bank/misc/interbank>`
+   - :doc:`Internal transfers <../../bank/interbank>`
    - :doc:`../../bank/reconciliation/use_cases`
    - `Odoo Tutorials: Bank Configuration
      <https://www.odoo.com/slides/slide/bank-configuration-1880>`_

content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst

@@ -26,6 +26,8 @@ They can be applied in various ways:
 Configuration
 =============
 
+ .. _fiscal_positions/mapping:
+
 Tax and Account Mapping
 -----------------------
 

content/applications/finance/payment_providers.rst

@@ -73,7 +73,7 @@ Online payment providers
    * - :doc:`Adyen <payment_providers/adyen>`
      - Odoo
      - |V|
-     - Full only
+     - Full and partial
      - Full and partial
      -
      -
@@ -236,6 +236,10 @@ To capture the payment after it was authorized, go to the related sales order or
 on the :guilabel:`CAPTURE TRANSACTION` button. To release the funds, click on the :guilabel:`VOID
 TRANSACTION` button.
 
+If your provider supports partial capture, you can select to capture only a **partial amount** of
+the full amount. The **remaining (uncaptured) amount** can either be voided or partially captured
+again later.
+
 .. note::
    - Some payment providers support capturing only part of the authorized amount. The remaining
      amount can then be either captured or voided. These providers have the value **Full and
@@ -344,7 +348,7 @@ Configuration tab
 ~~~~~~~~~~~~~~~~~
 
 You can change the payment provider's front-end appearance by modifying its name under the
-**Displayed as** field and which credit card icons to display under the **Supported Payment Icons**
+**Displayed as** field, and the supported credit card icons displayed under the **Supported Payment Methods**
 field.
 
 .. _payment_providers/currencies:

content/applications/finance/payment_providers/adyen.rst

@@ -5,12 +5,22 @@ Adyen
 `Adyen <https://www.adyen.com/>`_ is a Dutch company that offers several online payment
 possibilities.
 
+.. seealso::
+   - :ref:`payment_providers/add_new`
+   - :doc:`../payment_providers`
+
+.. note::
+   Adyen works only with customers processing **more** than **10 million annually** or invoicing a
+   **minimum** of **1.000** transactions **per month**.
+
 Configuration
 =============
 
 .. seealso::
    :ref:`payment_providers/add_new`
 
+First, reach Adyen support to enable :guilabel:`multiple partial capture` for you.
+
 Credentials tab
 ---------------
 
@@ -127,12 +137,10 @@ Then, open your Adyen Merchant Account, go to :menuselection:`Account --> Settin
    - If you configure Odoo to capture amounts manually, make sure to set the **Capture Delay** to
      **manual** on Adyen. Otherwise, the transaction will be blocked in the authorized state in
      Odoo.
-   - Odoo doesn't support the partial capture yet. Be aware that if you make a partial capture from
-     Adyen's interface, Odoo will manage it as if it was a full capture.
 
 .. note::
-   After **7 days**, if the transaction hasn't been captured yet, the customer has the right to
-   **revoke** it.
+   - After **7 days**, if the transaction has not been captured yet, the customer has the right to
+     **revoke** it.
 
 .. seealso::
    :doc:`../payment_providers`

content/applications/finance/payment_providers/asiapay.rst

@@ -10,9 +10,16 @@ covering several Asian countries and payment methods.
 Configuration on AsiaPay Dashboard
 ==================================
 
-#. Log into `AsiaPay Dashboard <https://www.paydollar.com/b2c2/eng/merchant/index.jsp>`_ and go to
-   :menuselection:`Profile --> Account Information`. Copy the values of the :guilabel:`Currency` and
-   :guilabel:`Secure Hash` fields and save them for later.
+#. Log into AsiaPay Dashboard according to the account provided by AsiaPay.
+
+   - `PayDollar <https://www.paydollar.com/b2c2/eng/merchant/index.jsp>`_: For markets in HK,
+     CN, MO, TW, SG, MY, IN, VN, NZ and AU
+   - `PesoPay <https://www.pesopay.com/b2c2/eng/merchant/index.jsp>`_: For market in PH
+   - `SiamPay <https://www.siampay.com/b2c2/eng/merchant/index.jsp>`_: For market in TH
+   - `BimoPay <https://www.bimopay.com/b2c2/eng/merchant/index.jsp>`_: For market in ID
+
+#. Go to :menuselection:`Profile --> Account Information`. Copy the values of the
+   :guilabel:`Currency` and :guilabel:`Secure Hash` fields and save them for later.
 #. | Go to :menuselection:`Profile --> Payment Account Settings` and enable the option
      :guilabel:`Return Value Link (Datefeed)`;
    | Enter your Odoo database URL followed by `/payment/asiapay/webhook` in the
@@ -28,9 +35,10 @@ Configuration on Odoo
 
 #. :ref:`Navigate to the payment provider AsiaPay <payment_providers/add_new>` and change its state
    to :guilabel:`Enabled`.
-#. | In the :guilabel:`Credentials` tab, fill in the :guilabel:`Merchant ID` and
-     :guilabel:`Secure Hash Secret`, and the :guilabel:`Currency` in the :guilabel:`Configuration`
-     tab with the values you saved at the step :ref:`payment_providers/asiapay/configure_dashboard`;
+#. | In the :guilabel:`Credentials` tab, choose the :guilabel:`Brand` of your Asiapay account. Then
+     fill in the :guilabel:`Merchant ID` and :guilabel:`Secure Hash Secret`, and the
+     :guilabel:`Currency` in the :guilabel:`Configuration` tab with the values you saved at the
+     step :ref:`payment_providers/asiapay/configure_dashboard`;
    | By default, the payment provider AsiaPay is configured to verify the secret hash with the hash
      function `SHA1`. If a different function is :ref:`set on your account
      <payment_providers/asiapay/configure_dashboard>`, activate the :ref:`developer mode

content/applications/finance/payment_providers/paypal.rst

@@ -19,19 +19,13 @@ Credentials tab
 Odoo needs your **API Credentials** to connect with your PayPal account, which comprise:
 
 - **Email**: your login email address in Paypal.
-- **Merchant Account ID**: the code of the merchant account used to identify your Paypal account.
 - **PDT Identity Token**: the key used to verify the authenticity of transactions.
-- **Use IPN**: whether you want to use Instant Payment Notification. Already checked, you don't have
-  to change it.
 
 You can copy your credentials from your Paypal account and paste them into the related fields under
 the **Credentials** tab.
 
-To retrieve the **Merchant Account ID**, log into your Paypal account and go to
-:menuselection:`Account menu --> Account Settings --> Business information`.
-
-To set the **PDT Identity Token**, switch to :ref:`developer mode <developer-mode>` and retrieve the
-token by following the configuration step :ref:`paypal/enable-pdt`.
+To set the **PDT Identity Token**, retrieve the token by following the configuration
+step :ref:`paypal/enable-pdt`.
 
 .. important::
    If you are trying Paypal as a test, using a :ref:`Paypal Sandbox account <paypal/testing>`,

content/applications/finance/payment_providers/stripe.rst

@@ -156,9 +156,9 @@ Odoo supports the following local payment methods:
 - iDEAL
 - Przelewy24 (P24)
 
-To enable some of these local payment methods with Stripe, list them as supported payment icons. To
-do so, go to :menuselection:`Payment Providers --> Stripe --> Configuration` and add the desired
-payment methods in the **Supported Payment Icons** field. If the desired payment method is already
+To enable some of these local payment methods with Stripe, go to
+:menuselection:`Payment Providers --> Stripe --> Configuration` and add the desired
+payment methods in the **Supported Payment Methods** field. If the desired payment method is already
 listed, you don't have anything to do.
 
 .. image:: stripe/stripe_enable_local_payment_method.png
@@ -166,7 +166,7 @@ listed, you don't have anything to do.
    :alt: Select and add icons of the payment methods you want to enable
 
 .. note::
-   - If a payment icon record does not exist in the database and its related local payment method is
+   - If a payment method record does not exist in the database and its related local payment method is
      listed above, it is considered enabled with Stripe.
    - If a local payment method is not listed above, it is not supported and cannot be enabled.
 

content/applications/general/auth/azure.rst

@@ -1,6 +1,10 @@
-=====
-OAuth
-=====
+======================================
+Microsoft Azure sign-in authentication
+======================================
 
-Due to specific requirements in Azure's OAuth implementation,
-Microsoft Azure OAuth identification is NOT compatible with Odoo at the moment.
+Due to specific requirements in Azure's OAuth implementation, Microsoft Azure OAuth identification
+is NOT compatible with Odoo at the moment.
+
+.. seealso::
+   - :doc:`/applications/general/calendars/outlook/outlook_calendar`
+   - :doc:`/administration/maintain/azure_oauth`

content/applications/general/auth/google.rst

@@ -8,6 +8,10 @@ with their Google account.
 This is particularly helpful if your organization uses Google Workforce and you want the employees
 within your organization to connect to Odoo with their Google Accounts.
 
+.. seealso::
+   - :doc:`/applications/general/calendars/google/google_calendar_credentials`
+   - :doc:`/administration/maintain/google_oauth`
+
 .. _google-sign-in/configuration:
 
 Configuration
@@ -42,7 +46,7 @@ OAuth consent screen
       :align: center
       :alt: Google oauth consent selection menu
 
-#. Choose one of the options **(Internal / External)** as instructed, and click on *Create*.
+#. Choose the option for :guilabel:`internal`, and click on :guilabel:`Create`.
 
    .. image:: google/consent.png
       :align: center

content/applications/general/calendars/google/google_calendar_credentials.rst

@@ -5,6 +5,10 @@ Synchronize Google Calendar with Odoo
 Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go
 in both directions). This integration helps organize your schedule so you never miss a meeting.
 
+.. seealso::
+   - :doc:`/applications/general/auth/google`
+   - :doc:`/administration/maintain/google_oauth`
+
 Setup in Google
 ===============
 

content/applications/general/calendars/outlook/outlook_calendar.rst

@@ -5,6 +5,10 @@ Synchronize Outlook Calendar with Odoo
 Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and
 appointments across all related applications.
 
+.. seealso::
+   - :doc:`/applications/general/auth/azure`
+   - :doc:`/administration/maintain/azure_oauth`
+
 Register the application with Microsoft Azure
 =============================================
 

content/applications/general/email_communication/email_domain.rst

@@ -1,37 +1,36 @@
-=======================
-Send an email with Odoo
-=======================
+============================================
+Configure DNS records to send emails in Odoo
+============================================
 
-Use an email domain in Odoo
-===========================
+SPAM labels overview
+====================
 
-Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, etc.) have a discussion
-thread, called *chatter*.
+Sometimes, emails from Odoo are misclassified by the different email providers and end up in spam
+folders. At the moment, some settings are out of Odoo's control, notably the way the different email
+providers classify Odoo's emails according to their own restriction policy and/or limitations.
 
-When a database user posts a message in the chatter, this message is sent by email to the followers
-of the document. If a follower replies to the message, the reply updates the chatter, and Odoo
-relays the reply to the followers as a notification.
+It is standard in Odoo that emails are received from ``"name of the author"
+<notifications@mycompany.odoo.com>``. In other words this can be translated to: ``"name of the
+author" <{ICP.mail.from.filter}@{mail.catchall.domain}>``. In this case ICP stands for
+`ir.config.parameters`, which are the System Parameters. Deliverability is greatly improved with the
+:ref:`notifications configuration <email_servers/notifications>`.
 
-Messages sent in the chatter from internal database users to external users (such as partners,
-customers, or vendors) are relayed on behalf of the database users. Messages sent back to the
-chatter from external users will appear in the chatter from their respective email addresses, or as
-they are listed in their Contacts record.
+In order for servers to accept emails from Odoo on a more regular basis, one of the solutions is
+for customers to create rules within their own mailbox. A filter can be added to the email inbox so
+that when email is received from Odoo (`notifications@mycompany.odoo.com`) it is moved to the
+inbox. It is also possible to add the Odoo database domain onto a safe senders list or whitelist
+on the receiving domain.
 
-If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is not necessary to add an
-outgoing email server to send emails from a custom domain.
+If an Odoo email server appears on a blacklist, notify Odoo via a `new help ticket
+<https://www.odoo.com/help>`_ and the support team will work to get the servers removed from the
+blacklist.
 
-.. important::
-   The Odoo server is subject to a daily email limit to prevent abuse. The default limit is 200
-   emails sent per day for databases with an **Enterprise** subscription. This limit can be
-   increased under certain conditions. See the :doc:`FAQ <faq>` or contact support for more
-   information.
-
-To ensure that emails sent to and from the chatter reach their intended contacts, instead of being
-considered spam, Odoo recommends configuring the domain name.
-
-For the same reason, Odoo also recommends giving each database user an email address from the
-configured domain, rather than a generic email address domain (such as gmail.com, outlook.com,
-etc.).
+Should the Odoo database be using a custom domain for sending emails from Odoo there are three
+records that should be implemented on the custom domain's DNS to ensure deliverability of email.
+This includes setting records for :abbr:`SPF (Sender Policy Framework)`,
+:abbr:`DKIM (DomainKeys Identified Mail)` and
+:abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)`. Ultimately though,
+it is up to the discretion of the final receiving mailbox.
 
 .. _email_communication/spf_compliant:
 
@@ -40,27 +39,23 @@ Be SPF compliant
 
 The Sender Policy Framework (SPF) protocol allows the owner of a domain name to specify which
 servers are allowed to send emails from that domain. When a server receives an incoming email,
-it checks if the IP address of the sending server is on the list of allowed IPs according to the
-sender's :abbr:`SPF (Sender Policy Framework)` record.
+it checks whether the IP address of the sending server is on the list of allowed IPs according to
+the sender's :abbr:`SPF (Sender Policy Framework)` record.
 
 .. note::
    The :abbr:`SPF (Sender Policy Framework)` verification is performed on the domain mentioned in
    the `Return-Path` field of the email. In the case of an email sent by Odoo, this domain
    corresponds to the value of the `mail.catchall.domain` key in the database system parameters.
 
-   See the :ref:`documentation on incoming emails <email_communication/inbound_messages>`.
-
 The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a TXT record. The way to
 create or modify a TXT record depends on the provider hosting the :abbr:`DNS (Domain Name System)`
 zone of the domain name. In order for the verification to work properly, each domain can only have
 one :abbr:`SPF (Sender Policy Framework)` record.
 
-If the domain name does not yet have an :abbr:`SPF (Sender Policy Framework)` record, the content
-of the record to create it is as follows:
+If the domain name does not yet have a :abbr:`SPF (Sender Policy Framework)` record, create one
+using the following input: `v=spf1 include:_spf.odoo.com ~all`
 
-`v=spf1 include:_spf.odoo.com ~all`
-
-If the domain name already has an :abbr:`SPF (Sender Policy Framework)` record, the record must be
+If the domain name already has a :abbr:`SPF (Sender Policy Framework)` record, the record must be
 updated (and do not create a new one).
 
 .. example::
@@ -111,6 +106,11 @@ Conformance)` record of a domain name tell the destination server what to do wit
 that fails the :abbr:`SPF (Sender Policy Framework)` and/or :abbr:`DKIM (DomainKeys Identified
 Mail)` check.
 
+.. example::
+   DMARC: TXT record
+
+   `v=DMARC1; p=none;`
+
 There are three :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)`
 policies:
 
@@ -118,15 +118,15 @@ policies:
 - `p=quarantine`
 - `p=reject`
 
-`p=quarantine` and `p=reject` instruct the server that receives an email to quarantine that email
-or ignore it if the :abbr:`SPF (Sender Policy Framework)` and/or :abbr:`DKIM (DomainKeys Identified
+`p=quarantine` and `p=reject` instruct the server that receives an email to quarantine that email or
+ignore it if the :abbr:`SPF (Sender Policy Framework)` and/or :abbr:`DKIM (DomainKeys Identified
 Mail)` check fails.
 
 If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, Reporting, &
 Conformance)` and has defined one of these policies, the domain must be :abbr:`SPF (Sender Policy
 Framework)` compliant or enable :abbr:`DKIM (DomainKeys Identified Mail)`.
 
-.. danger::
+.. warning::
    Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-based Message
    Authentication, Reporting, & Conformance)` policy set to `p=reject`. Odoo strongly advises
    against using an *@yahoo.com* or *@aol.com* address for the database users. These emails will
@@ -136,16 +136,55 @@ Framework)` compliant or enable :abbr:`DKIM (DomainKeys Identified Mail)`.
 should not impact the deliverability if the :abbr:`DMARC (Domain-based Message Authentication,
 Reporting, & Conformance)` check fails.
 
+:abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` records are comprised
+of tags in the form of :abbr:`DNS (Domain Name System)` records. These tags/parameters allow for
+reporting, such as :abbr:`RUA (Reporting URI of aggregate reports)` and :abbr:`RUF (Reporting URI
+for forensic reports)`, along with more precise specification like :abbr:`PCT (Percentage of
+messages subjected to filtering)`, :abbr:`P (Policy for organizational domain)`, :abbr:`SP (Policy
+for subdomains of the OD)` :abbr:`ADKIM (Alignment mode for DKIM)` & :abbr:`ASPF (Alignment mode for
+SPF)`. For best practice, the the :abbr:`DMARC (Domain-based Message Authentication, Reporting, &
+Conformance)` policy should not start out being too restrictive.
+
+The following chart displays available tags:
+
+.. list-table::
+   :header-rows: 1
+   :widths: 15 50 35
+
+   * - Tag Name
+     - Purpose
+     - Example
+   * - v
+     - Protocol version
+     - `v=DMARC1`
+   * - pct
+     - Percentage of messages subjected to filtering
+     - `pct=20`
+   * - ruf
+     - Reporting URI for forensic reports
+     - `ruf=mailto:authfail@example.com`
+   * - rua
+     - Reporting URI of aggregate reports
+     - `rua=mailto:aggrep@example.com`
+   * - p
+     - Policy for organizational domain
+     - `p=quarantine`
+   * - sp
+     - Policy for subdomains of the OD
+     - `sp=reject`
+   * - adkim
+     - Alignment mode for DKIM
+     - `adkim=s`
+   * - aspf
+     - Alignment mode for SPF
+     - `aspf=r`
+
 Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` record of a
 domain name with a tool like `MXToolbox DMARC <https://mxtoolbox.com/DMARC.aspx>`_.
 
-If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message Authentication,
-Reporting, & Conformance)` and has defined one of these policies, the Odoo server cannot relay
-emails from this partner to the database users.
-
-To solve this issue, :ref:`handle user notifications in Odoo
-<discuss_app/notification_preferences>`, or replace the email address of the partner with a default
-email address.
+.. seealso::
+   `DMARC.org is another great resource to learn about DMARC records.
+   <https://dmarc.org/overview/>`_
 
 .. _email_communication/SPFDKIM_common_providers:
 
@@ -165,30 +204,7 @@ SPF, DKIM & DMARC documentation of common providers
 
 To fully test the configuration, use the `Mail-Tester <https://www.mail-tester.com/>`_ tool, which
 gives a full overview of the content and configuration in one sent email. Mail-Tester can also be
-used for other, lesser-known providers.
+used to configure records for other, lesser-known providers.
 
-.. _email_communication/default:
-
-Use a default email address
-===========================
-
-Access the :guilabel:`System Parameters` by activating :ref:`developer mode <developer-mode>` and
-going to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
-
-To force the email address from which emails are sent, a combination of the following keys needs to
-be set in the system parameters of the database:
-
-- `mail.default.from`: accepts the local part or a complete email address as value
-- `mail.default.from_filter`: accepts a domain name or a full email address as value
-
-.. note::
-   The `mail.default.from_filter` works only for `odoo-bin` configurations, otherwise this
-   parameter can be set using the `from_filter` field on `ir.mail_server`.
-
-If the email address of the author does not match `mail.default.from_filter`, the email address is
-replaced by `mail.default.from` (if it contains a full email address) or a combination of
-`mail.default.from` and `mail.catchall.domain`.
-
-If the `from_filter` contains a full email address, and if the `mail.default.from` is the same as
-this address, then all of the email addresses that are different from `mail.default.from` will be
-encapsulated in `mail.default.from`.
+.. seealso::
+   `Using Mail-Tester to set SPF Records for specific carriers <https://www.mail-tester.com/spf/>`_

content/applications/general/email_communication/email_servers.rst

@@ -6,87 +6,81 @@ Odoo Online or Odoo.sh users
 ============================
 
 Since **Odoo sets up its own mail servers for the database**, outgoing and incoming emails already
-work out-of-the-box. So for **Odoo Online** and **Odoo.sh** customers, nothing needs to be done!
+work out-of-the-box. So for **Odoo Online** and **Odoo.sh** customers, nothing needs to be
+configured!
 
-Unless an external mail server is required to send large batches of mass mailing, simply use the
-standard online Odoo database normally since it has already been preconfigured for email.
+Unless an external mail server is required to send large batches of mass emails, simply use the
+standard online Odoo database normally since it has already been pre-configured to send email.
+
+.. important::
+   The Odoo server is subject to a daily email limit to prevent abuse. The default limit is 200
+   emails sent per day for databases with an **Enterprise** subscription. This limit can be
+   increased under certain conditions. See the :doc:`FAQ <faq>` or contact support for more
+   information.
 
 Scope of this documentation
 ===========================
 
-This document is **mainly dedicated to Odoo on-premise users** who don't benefit from an
+This document is **mainly dedicated to Odoo on-premise databases** who don't benefit from an
 out-of-the-box solution to send and receive emails in Odoo, unlike `Odoo Online <https://www.odoo.
-com/trial>`_ and `Odoo.sh <https://www.odoo.sh>`_.
+com/trial>`_ and `Odoo.sh <https://www.odoo.sh>`_. Incoming and outgoing servers must be configured
+for on-premise databases.
 
 The following sections below contain information on how to integrate an external email server with
 Odoo.
 
 .. warning::
-   If no one in the company is used to managing email servers, Odoo Online and Odoo.sh are strongly
-   recommended. Those Odoo hosting types' email systems work instantly and are monitored by
-   professionals. Nevertheless, a company can use their own email server if they want to manage the
-   email server's reputation themselves.
+   If no one in the company is employed to manage email servers, Odoo Online and Odoo.sh are
+   strongly recommended. In these Odoo hosting types email sending and receiving works instantly
+   and is monitored by professionals. Nevertheless, a company can use their own email server if
+   they want to manage the email server's reputation themselves. For more information see
+   :doc:`Configure DNS records to send emails in Odoo <email_domain>`
 
-.. note::
-   Office 365 email servers don't easily allow the sending of external emails from hosts like Odoo.
-   Refer to `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-
-   multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-
-   c805d654b4c4>`_ to make it work.
+.. _email_servers/notifications:
+
+Default notifications system
+============================
+
+Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, etc.) have a discussion
+thread, called *chatter*.
+
+When a database user posts a message in the chatter, this message is sent by email to the followers
+of the document as a notification (except to the sender). If a follower replies to the message,
+the reply updates the chatter, and Odoo relays another reply to the followers as a notification.
+Messages sent back to the chatter from users or external users will appear in the chatter from
+their respective email, or as the name listed in their *Contacts* record.
+
+These notifications are sent using a default from address. For more information see
+:ref:`Use a default email address <email_communication/default>`.
 
 Manage outbound messages
 ========================
 
 As a system admin, go to :menuselection:`Settings --> General Settings --> Discuss` in Odoo, and
-enable the :guilabel:`External Email Servers` option. Then, click :guilabel:`Save`. Next, click
-:guilabel:`Outgoing Email Servers` and click :guilabel:`Create` to create a new outgoing mail
-server record in Odoo. Reference the SMTP data of the external email server. Once all the
-information has been filled out, click :guilabel:`Test Connection`.
+enable the :guilabel:`Custom Email Servers` option. Then, click :guilabel:`Save`. Next, click
+:guilabel:`Outgoing Email Servers` and click :guilabel:`Create` to create a new outgoing mail server
+record in Odoo. Reference the SMTP data of the external email server. Once all the information has
+been filled out, click :guilabel:`Test Connection`.
 
-Here is a typical configuration for a G Suite server.
-
-.. image:: email_servers/outgoing-server.png
-   :align: center
-   :alt: The typical G Suite configuration on Odoo.
-
-Then, go back to :menuselection:`Settings --> General Settings --> Discuss` and set the email
-domain name in the :guilabel:`Alias Domain` name. Finally, click :guilabel:`Save` to finish setting
-up the email server.
+.. seealso::
+   - :doc:`/administration/maintain/google_oauth`
+   - :doc:`/administration/maintain/azure_oauth`
 
 .. note::
-   If an `[AUTHENTICATION FAILED] Invalid credentials (Failure)` warning appears when
-   :guilabel:`Test Connection` is clicked for a Gmail address, activate the :guilabel:`Less secure
-   app access` option. A direct link can be `accessed here <https://myaccount.google.com/
-   lesssecureapps?pli=1>`_.
-
-   In addition to that, enable the :guilabel:`IMAP setting` on the Gmail account.
-
-Use an Office 365 server
-------------------------
-
-An Office 365 server can be used if the database's hosting type is **Odoo on-premise**. Office 365
-SMTP relays are not compatible with Odoo Online or Odoo.sh unless Odoo is configured to
-:ref:`force the outgoing "From" address <email_communication/default_from>`.
-
-Please refer to `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-
-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-
-c805d654b4c4>`_ to configure an SMTP relay for the Odoo database's IP address.
-
-Use a G Suite server
---------------------
-
-A G Suite server can be used for any Odoo hosting type. To do so, set up the SMTP relay service.
-The configuration steps are explained in `Google documentation <https://support.google.com
-/a/answer/2956491?hl=en>`__.
+   Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys
+   Identified Mail)` and :abbr:`DMARC (Domain-based Message Authentication, Reporting, &
+   Conformance)` set up on the :abbr:`DNS (Domain Name System)` will improve deliverability. For
+   more information see :doc:`email_domain`.
 
 .. _email_servers/restriction:
 
-Restriction
------------
+Port restriction
+----------------
 
-Please note that port 25 is blocked for security reasons on Odoo Online and Odoo.sh platforms. Try
+Note that port 25 is blocked for security reasons on the Odoo Online and Odoo.sh platforms. Try
 using ports 465, 587, or 2525 instead.
 
-.. _email_communication/default_from:
+.. _email_communication/default:
 
 Use a default "From" email address
 ----------------------------------
@@ -94,112 +88,56 @@ Use a default "From" email address
 Sometimes, an email's "From" (outgoing) address can belong to a different domain, and that can be a
 problem.
 
-For example, if a customer with the email address *mary\@customer.example.com* responds to a
+For example, if a customer with the email address `mary\@customer.example.com` responds to a
 message, Odoo will try to redistribute that same email to the other subscribers in the thread.
-However, if the domain *customer.example.com* forbids that kind of usage for security, the email
+However, if the domain `customer.example.com` forbids that kind of usage for security, the email
 that Odoo is trying to redistribute would get rejected by some recipients' email servers.
 
-To avoid that problem, make sure all emails use a "From" address from the same authorized domain.
+To avoid that problem, Odoo sends all emails using a "From" address from the same authorized
+domain.
 
-If the MTA supports `SRS (Sender Rewriting Scheme) <https://en.wikipedia.org/wiki/Sender_Rewriting
-_Scheme>`_, SRS can be enabled to handle these situations. However, that is more complex and
-requires more technical knowledge that is not meant to be covered by this documentation.
+Access the :guilabel:`System Parameters` by activating :ref:`developer mode <developer-mode>` and
+going to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
 
-Instead, Odoo can be configured to do something similar by itself:
+To force the email address from which emails are sent, a combination of the following keys needs to
+be set in the system parameters of the database:
 
-#. Set the :guilabel:`Alias Domain` name in the :menuselection:`Settings --> General Settings
-   --> Discuss`.
-
-   .. image:: email_servers/alias-domain.png
-      :alt: Setting the domain alias configuration on Odoo.
-
-#. Turn on :doc:`developer mode </applications/general/developer_mode>`.
-#. Go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`.
-#. Add one system parameter from the following list:
-
-   * To use the same "From" address for *all* outgoing messages, use the key `mail.force.smtp.from`
-     and set that address as value (such as `outgoing@mycompany.example.com`).
-   * To keep the original "From" address for emails that use the same domain, but change it for
-     emails that use a different domain, use the key `mail.dynamic.smtp.from` and set the value as
-     the email address that should be used in those cases (such as `outgoing@mycompany.example.com`
-     ).
-
-.. _email_communication/inbound_messages:
-
-Manage inbound messages
-=======================
-
-Odoo relies on generic email aliases to fetch incoming messages.
-
-* **Reply messages** of messages sent from Odoo are routed to their original discussion thread (and
-  to the inbox of all its followers) by the catchall alias (**catchall@**).
-* **Bounced messages** are routed to **bounce@** in order to track them in Odoo. This is especially
-  used in `Odoo Email Marketing <https://www.odoo.com/page/email-marketing>`__ to opt-out invalid
-  recipients.
-* **Original messages**: Several business objects have their own alias to create new records in
-  Odoo from incoming emails:
-
-  * Sales Channel (to create Leads or Opportunities in `Odoo CRM <https://www.odoo.com/page/
-    crm>`__),
-  * Support Channel (to create Tickets in `Odoo Helpdesk <https://www.odoo.com/page/helpdesk>`__),
-  * Projects (to create new Tasks in `Odoo Project <https://www.odoo.com/page
-    /project-management>`__),
-  * Job Positions (to create Applicants in `Odoo Recruitment <https://www.odoo.com/page
-    /recruitment>`__),
-  * etc.
-
-Depending on the mail server, there might be several methods to fetch emails. The easiest and most
-recommended method is to manage one email address per Odoo alias in the mail server.
-
-* Create the corresponding email addresses in the mail server (catchall@, bounce@, sales@, etc.).
-* Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> General Settings -->
-  Discuss`.
-* If the database's hosting type is Odoo on-premise, create an :guilabel:`Incoming Mail Server` in
-  Odoo for each alias. This can be done from the General Settings as well. Fill out the form
-  according to the email provider's settings. Leave the :guilabel:`Actions to Perform on Incoming
-  Mails` field blank. Once all the information has been filled out, click on :guilabel:`TEST &
-  CONFIRM`.
-
-  .. image:: email_servers/incoming-server.png
-     :align: center
-     :alt: Incoming mail server configuration on Odoo.
-
-* If the database's hosting type is Odoo Online or Odoo.sh, redirecting incoming messages to Odoo's
-  domain name instead of the external email server is recommended. That way, incoming messages can
-  be received without delay. Odoo Online only fetches incoming messages of external servers once
-  every hour. Redirections for all email addresses should be set to Odoo's domain name in the email
-  server (e.g. *catchall\@mydomain.ext* to *catchall\@mycompany.odoo.com*).
-
-All the aliases are customizable in Odoo. Object aliases can be edited from their respective
-configuration view.
-
-.. tip::
-   To edit catchall and bounce aliases, first activate the :ref:`developer mode <developer-mode>`.
-   Then, go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` to
-   customize the aliases (*mail.catchall.alias* & *mail.bounce.alias*).
-
-   .. image:: email_servers/system-parameters.png
-      :align: center
-      :alt: System parameters with catchall configuration in Odoo.
-
-By default, inbound messages are fetched every 5 minutes in Odoo on-premise.
+- `mail.default.from`: accepts the local part or a complete email address as value
+- `mail.default.from_filter`: accepts a domain name or a full email address as value
 
 .. note::
-   This value can be changed in :ref:`developer mode <developer-mode>`. Go to
-   :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for
-   :guilabel:`Mail: Fetchmail Service`.
+   The `mail.default.from_filter` works only for `odoo-bin` configurations or the default Odoo email
+   server, otherwise this parameter can be set using the `from_filter` field on `ir.mail_server`.
 
-.. _email_servers/outgoing-email-server:
+The field can be a domain name or an entire email address, or it can remain empty. If the sender's
+email address does not match this set filter, then the email will be encapsulated using a
+combination of the two system parameters: `mail.default.from` and `mail.catchall.domain`.
 
-Utilizing the From Filter on an outgoing email server
-=====================================================
+.. example::
+   In the following example, the from email address is replaced with the combination of the the two
+   system parameters (`mail.default.from` and `mail.catchall.domain`). This is the default\
+   notifications configuration in Odoo: ``“Admin” <admin@example.com>`` => ``“Admin”
+   <notifications@mycompany.com>``.
+
+In other words if the email address of the author does not match `mail.default.from_filter`, the
+email address is replaced by `mail.default.from` (if it contains a full email address) or a
+combination of `mail.default.from` and `mail.catchall.domain`.
+
+If the `from_filter` contains a full email address, and if the `mail.default.from` is the same as
+this address, then all of the email addresses that are different from `mail.default.from` will be
+encapsulated in `mail.default.from`.
+
+.. _email_communication/from_filter:
+
+Utilizing the "From" filter on an outgoing email server
+-------------------------------------------------------
 
 The :guilabel:`FROM Filtering` field allows for the use of a specific outgoing email server
 depending on the :guilabel:`From` email address or domain that Odoo is sending on behalf of. This
 setting can be used to improve the deliverability or sending success rate of emails sent from the
 database. Setting the :guilabel:`FROM Filtering` field can also be used to send from different
 domains in a multi-company environment. Access this field in Odoo by navigating to
-:menuselection:`Settings --> Custom Mail Servers --> Outgoing Mail Servers --> New`.
+:menuselection:`Settings --> Discuss --> Custom Mail Servers --> Outgoing Mail Servers --> New`.
 
 .. image:: email_servers/from-filter-setting.png
    :align: center
@@ -231,24 +169,105 @@ first outgoing email server (sorted by priority).
    example, if there are two email servers, one with a priority of `10` and the other with a
    priority of `20`, then the email server with a priority of `10` is used first.
 
-Set up different dedicated servers for transactional and mass mails
-===================================================================
+.. _email_communication/mass_mails:
 
-In Odoo a separate Mail Transfer Agent (MTA) server can be used for transactional emails and mass
-mailings. Example: Use Postmark or SendinBlue for transactional emails, and Amazon SES, Mailgun or
-Sendgrid for mass mailings.
+Set up different dedicated servers for transactional and mass emails
+--------------------------------------------------------------------
 
-.. tip::
+In Odoo a separate email server can be used for transactional emails and mass
+mailings. Example: Use Postmark or SendinBlue for transactional emails, and Amazon SES, Mailgun,
+Sendgrid or :doc:`Mailjet </administration/maintain/mailjet_api>` for mass mailings.
+
+.. important::
    A default outgoing email server is already configured. Do not create an alternative one unless a
    specific external outgoing email server is needed for technical reasons.
 
 To do this, first activate the :ref:`developer mode <developer-mode>`, and then go to
-:menuselection:`Settings --> Technical --> Outgoing` email servers. There, create two email MTA
-server settings; one for the transactional emails and one for the mass mailing server. Make sure
-to give priority to the transactional server over the mass mailing server by providing a lower
-priority number for the transactional MTA server.
+:menuselection:`Settings --> Technical --> Outgoing` email servers. There, create two outgoing email
+server settings; one for the transactional emails and one for the mass mailing server. Make sure to
+give priority to the transactional server over the mass mailing server by providing a lower priority
+number for the transactional email server.
 
 Now, go to :menuselection:`Email Marketing --> Settings` and enable :guilabel:`Dedicated Server`.
-With these settings, Odoo uses the server with the lower priority for transactional emails, and the
-server here selected for mass mails. Note that in this case, the domain's Sender Policy Framework
-(SPF) records must be set to include both transactional and mass mail servers.
+Choose the appropriate email server. With these settings, Odoo uses the server with the lower
+priority for transactional emails, and the server here selected for mass mails. Note that in this
+case, the domain's Sender Policy Framework (SPF) records must be set to include both transactional
+and mass mail servers.
+
+.. seealso::
+   - :doc:`email_domain`
+
+.. _email_communication/inbound_messages:
+
+Manage inbound messages
+=======================
+
+Odoo relies on generic email aliases to fetch incoming messages.
+
+* **Reply messages** of messages sent from Odoo are routed to their original discussion thread (and
+  to the inbox of all its followers) by the alias of the model if there is any or by the catchall
+  alias (**catchall@**). Replies to messages of models that don't have a custom alias will use the
+  catchall alias (`catchall@mycompany.odoo.com`). The catchall address, however, does not have
+  another action attached to it like other aliases might, it is only used to collect replies.
+* **Bounced messages** are used as a Return-Path. One example this is especially
+  useful for is in `Odoo Email Marketing <https://www.odoo.com/page/email-marketing>`__. In this
+  case bounces are opt-out based on if the email bounced too many times (5) in the last month and
+  the bounces are separated by one week. This is done to avoid blacklisting someone because of a
+  mail server error. If these circumstances are met then the email is considered invalid and is
+  blacklisted. A log note is added on the contact under :guilabel:`Blacklisted Email Addresses` on
+  the :guilabel:`Email Marketing Configuration Menu`.
+
+  Messages that bounce in the chatter (outside of Email Marketing) will populate a red envelope
+  indicating the failed delivery. This can be helpful to know that a Sales Order or an Invoice did
+  not reach its final destination.
+* **Original messages**: several business objects have their own alias to create new records in Odoo
+  from incoming emails:
+
+   * Sales channel (to create *Leads* or *Opportunities* in `Odoo CRM <https://www.odoo.com/page/
+     crm>`_)
+   * Support channel (to create *Tickets* in `Odoo Helpdesk <https://www.odoo.com/page/helpdesk>`_)
+   * Projects (to create new *Tasks* in `Odoo Project <https://www.odoo.com/page
+     /project-management>`_)
+   * Job positions (to create *Applicants* in `Odoo Recruitment <https://www.odoo.com/page
+     /recruitment>`_)
+
+Depending on the mail server, there might be several methods to fetch emails. The easiest and most
+recommended method is to manage one email address per Odoo alias in the mail server.
+
+* Create the corresponding email addresses in the mail server (**catchall@**, **bounce@**,
+  **sales@**, etc.).
+* Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> General Settings -->
+  Discuss`. Changing the :guilabel:`Alias Domain` will change the catchall's domain for the
+  database.
+* If the database's hosting type is Odoo on-premise, create an :guilabel:`Incoming Mail Server` in
+  Odoo for each alias. To create a new incoming server go to: :menuselection:`Settings --> Discuss
+  --> Custom Mail Servers --> Incoming Mail Servers --> New` Fill out the form according to the
+  email provider's settings. Leave the :guilabel:`Actions to Perform on Incoming Mails` field blank.
+  Once all the information has been filled out, click on :guilabel:`TEST & CONFIRM`.
+
+  .. image:: email_servers/incoming-server.png
+     :align: center
+     :alt: Incoming mail server configuration on Odoo.
+
+* If the database's hosting type is Odoo Online or Odoo.sh, redirecting or forwarding incoming
+  messages to Odoo's domain name instead of the external email server is recommended. That way,
+  incoming messages can be received without delay. Redirections for all email addresses should be
+  set to Odoo's domain name in the email server (e.g. `catchall\@mydomain.ext` to
+  `catchall\@mycompany.odoo.com`).
+
+All the aliases are customizable in Odoo. Object aliases can be edited from their respective
+configuration view by navigating to :menuselection:`Settings --> Technical Menu --> Email -->
+Aliases`.
+
+To edit catchall and bounce aliases, first activate the :ref:`developer mode <developer-mode>`.
+Then, go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` to
+customize the aliases (`mail.catchall.alias` & `mail.bounce.alias`). These types of changes should
+be completed prior to the database going live. If a customer replies after a change is made then the
+system will not recognize the old alias and the reply won't be received.
+
+By default, inbound messages are fetched every 5 minutes for on-premise databases.
+
+.. note::
+   This value can be changed in :ref:`developer mode <developer-mode>`. Go to
+   :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for
+   :guilabel:`Mail: Fetchmail Service`.

content/applications/general/users.rst

@@ -1,10 +1,8 @@
 :nosearch:
-:hide-page-toc:
-:show-toc:
 
-=================
-Users & Companies
-=================
+===================
+Users and companies
+===================
 
 Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as
 many users as you need and, in order to restrict the type of information each user can access, rules
@@ -18,3 +16,4 @@ can be applied. Users and access rights can be added and changed at any point.
    users/access_rights
    users/companies
    users/portal
+   users/delete_account

content/applications/general/users/delete_account.rst

@@ -0,0 +1,21 @@
+============================
+Deleting an Odoo.com Account
+============================
+
+To delete your Odoo.com account, access the delete option by clicking on the user icon. The delete
+option can be accessed by going to :menuselection:`My Account --> Edit Security Settings --> Delete
+Account`. It can also be accessed by going to https://www.odoo.com/my/home.
+
+.. danger::
+   Deleting an Odoo account is irreversible. Take caution when performing this action as the
+   Odoo.com account will not be retrievable.
+
+Upon clicking the :guilabel:`Delete Account` button, a pop-up window will appear, asking you to
+confirm the account deletion.
+
+.. image:: delete_account/delete-account.png
+   :align: center
+   :alt: Clicking on the Delete Account button will populate a window verifying the change.
+
+Confirm the deletion by entering the :guilabel:`password` and the :guilabel:`login` for the account
+being deleted. Click the :guilabel:`Delete Account` button to confirm the deletion.

content/applications/hr.rst

@@ -0,0 +1,9 @@
+:nosearch:
+
+===============
+Human resources
+===============
+
+.. toctree::
+
+   hr/attendances

content/applications/hr/attendances.rst

@@ -0,0 +1,19 @@
+:nosearch:
+:show-content:
+:hide-page-toc:
+:show-toc:
+
+===========
+Attendances
+===========
+
+**Odoo Attendances** functions as a time clock. Employees check in and check out of work, while
+managers can see who is available at any given time.
+
+.. seealso::
+   `Odoo Tutorials: Attendances <https://www.odoo.com/slides/slide/attendances-684>`_
+
+.. toctree::
+   :titlesonly:
+
+   attendances/hardware

content/applications/hr/attendances/hardware.rst

@@ -0,0 +1,57 @@
+========
+Hardware
+========
+
+Kiosk management
+================
+
+A kiosk is a self-service station that allows employees to check in and check out for work shifts.
+
+There are two ways to set up a kiosk:
+
+- **Laptop and desktop PC**
+
+  Running a kiosk in a web browser is the cheapest and most flexible option. You can print employee
+  badges with any thermal or inkjet printer compatible with your web browser.
+
+- **Tablet and mobile phone (Android or iOS)**
+
+  Tablets and mobile phones take up much less space, and their touchscreens are easy to use.
+  Consider putting them in a secure stand at the front desk or mounting them securely on a wall.
+
+  .. tip::
+     We recommend using an iPad together with the `Heckler Design WindFall Stand
+     <https://hecklerdesign.com/products/windfall-stand-for-ipad>`_
+
+RFID key fob readers
+====================
+
+Employees can scan personal RFID key fobs with an RFID reader to manage check-ins and check-outs
+quickly and easily.
+
+.. image:: hardware/rfid-reader.jpg
+   :align: center
+   :width: 40%
+   :alt: An RFID key fob is placed on an RFID reader
+
+.. tip::
+   We recommend using the `Neuftech USB RFID Reader <https://neuftech.net/Neuftech-USB-RFID-Reader-ID-Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-Reader-f%C3%BCr-EM4100>`_.
+
+.. note::
+   An IoT box is **not** required.
+
+Barcode scanners
+================
+
+Employees can scan the barcode on their employee badges to manage check-ins and check-outs quickly
+and easily. The kiosk mode works with most USB barcode scanners connected directly to a computer.
+Bluetooth barcode scanners are also supported natively.
+
+.. tip::
+   We recommend using the `Honeywell product line
+   <https://sps.honeywell.com/us/en/products/productivity/barcode-scanners>`_. If the barcode
+   scanner is connected directly to a computer, it must be configured to use the computer's keyboard
+   layout.
+
+.. note::
+   An IoT box is **not** required.

content/applications/inventory_and_mrp/inventory/management/reporting.rst

@@ -11,4 +11,3 @@ Valuation Methods
    reporting/inventory_valuation_config
    reporting/using_inventory_valuation
    reporting/integrating_landed_costs
-   /applications/finance/accounting/others/inventory/avg_price_valuation

content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst

@@ -1,7 +1,9 @@
 =================================
-Inventory Valuation Configuration
+Inventory valuation configuration
 =================================
 
+.. _inventory/inventory_valuation_config:
+
 All of a company's stock on-hand contributes to the valuation of its inventory. That value should
 be reflected in the company's accounting records to accurately show the value of the company and
 all of its assets.
@@ -27,32 +29,32 @@ between locations in a company's inventory.
    need to be periodically checked to ensure accuracy, and adjustments may be needed on an ongoing
    basis depending on the needs and priorities of the business.
 
-Types of Accounting
+Types of accounting
 -------------------
 
-Accounting entries will depend on the accounting mode: Continental or Anglo-Saxon.
+Accounting entries will depend on the accounting mode: *Continental* or *Anglo-Saxon*.
 
 .. tip::
-   Verify the accounting mode by activating the :ref:`developer-mode`
-   and navigating to :menuselection:`Accounting --> Configuration --> Settings`.
+   Verify the accounting mode by activating the :ref:`developer-mode` and navigating to
+   :menuselection:`Accounting --> Configuration --> Settings`.
 
-In Anglo-Saxon accounting, the costs of goods sold (COGS) are reported when products are sold or
+In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported when products are sold or
 delivered. This means that the cost of a good is only recorded as an expense when a customer is
-invoiced for a product. Interim Stock Accounts are used for the input and output accounts, and are
-both Asset Accounts in the Balance Sheet.
+invoiced for a product. *Interim Stock Accounts* are used for the input and output accounts, and are
+both *Asset Accounts* in the balance sheet.
 
-In Continental accounting, the cost of a good is reported as soon as a product is received into
-stock. Additionally, a *single* Expense account is used for both input and output accounts in
-the Balance Sheet.
+In *Continental* accounting, the cost of a good is reported as soon as a product is received into
+stock. Additionally, a single *Expense* account is used for both input and output accounts in
+the balance sheet.
 
-Costing Methods
+Costing methods
 ---------------
 
 Below are the three costing methods that can be used in Odoo for inventory valuation.
 
 - **Standard Price**: is the default costing method in Odoo. The cost of the product is manually
   defined on the product form, and this cost is used to compute the valuation. Even if the purchase
-  price on a Purchase Order differs, the valuation will still use the cost defined on the product
+  price on a purchase order differs, the valuation will still use the cost defined on the product
   form.
 - **Average Cost (AVCO)**: calculates the valuation of a product based on the average cost of that
   product, divided by the total number of available stock on-hand. With this costing method,
@@ -81,10 +83,11 @@ valuation method should apply.
 Under the :guilabel:`Inventory Valuation` heading are two labels: :guilabel:`Costing Method` and
 :guilabel:`Inventory Valuation`. Pick the desired :guilabel:`Costing Method` using the drop-down
 menu (e.g. :guilabel:`Standard`, :guilabel:`Average Cost (AVCO)`, or :guilabel:`First In First Out
-(FIFO)` and switch the :guilabel:`Inventory Valuation` to :guilabel:`Automated`.
+(FIFO)`) and switch the :guilabel:`Inventory Valuation` to :guilabel:`Automated`.
 
 .. seealso::
-   :doc:`Using the inventory valuation <using_inventory_valuation>`
+   :doc:`Using the inventory valuation
+   </applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation>`
 
 .. note::
    When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, the numerical

content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst

@@ -1,77 +1,130 @@
-=============================
-Using the inventory valuation
-=============================
+=========================
+Using inventory valuation
+=========================
 
-Inventory valuation refers to how you value your stock. It’s a very
-important aspect of a business as the inventory can be the biggest asset
-of a company.
+*Inventory valuation* is a quintessential accounting procedure that calculates the value of on-hand
+stock. Once determined, the inventory valuation amount is then incorporated into a company's overall
+value.
 
-In this documentation, we will explain how the inventory valuation works
-in Odoo.
+In Odoo, this process can be conducted manually— by warehouse employees physically counting the
+products— or automatically through the database.
 
-Inventory valuation: the basics
-===============================
+.. seealso::
+   :ref:`Inventory valuation configuration <inventory/inventory_valuation_config>`
+
+Understand the basics of inventory valuation
+============================================
+
+In order to understand how moving products in and out of stock affects the company's overall value,
+consider the following product and stock moves scenario below.
 
 Receive a product
 -----------------
 
-Each time a product enters or leaves your stock, the value of your
-inventory is impacted. The way it is impacted depends on the
-configuration of your product (more info here).
+For example, consider an physical product, a simple *table*, which is categorized as `Office
+Furniture` in the product form's :guilabel:`Product Category` field.
 
-Let’s take an example with a product - a table - configured with a
-*FIFO costing method* and an automated inventory valuation.
-
-I purchase 10 tables at a cost of $10.
-
-.. image:: using_inventory_valuation/use_inventory_valuation_01.png
-    :align: center
-
-When I’ll confirm the receipt of the products, the value of my inventory
-will be impacted. If I want to know what this impact is, I can click on
-the valuation stat button.
+Navigate to the the product category itself by going to :menuselection:`Inventory app -->
+Configuration --> Product Categories`, and on the form, set the :guilabel:`Costing Method` as `First
+In First Out (FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`.
 
 .. tip::
-         The consignment feature allows you to set owners on your stock (discover
-         more about the consignment feature). When you receive products that are
-         owned by another company, they are not taken into account in your
-         inventory valuation.
+   Alternatively access the :guilabel:`Product Categories` dashboard by clicking on the
+   :guilabel:`internal link` arrow on the individual product's form, by hovering over the
+   :guilabel:`Product Category` field.
 
-.. image:: using_inventory_valuation/use_inventory_valuation_02.png
-    :align: center
+Next, assume 10 tables are purchased at a price of $10.00, each. The :abbr:`PO (Purchase Order)` for
+those tables will show the subtotal of the purchase as $100, plus any additional costs or taxes.
 
-.. note::
-         You need access rights on the accounting module to see that button.
+.. image:: using_inventory_valuation/purchase-order.png
+   :align: center
+   :alt: Purchase order with 10 tables products valued at $10 each.
 
-In this case, I can see that the 10 tables entered the stock for a total
-value of $100.
+After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use the
+:guilabel:`Valuation` smart button to view how the value of inventory was impacted.
 
-.. image:: using_inventory_valuation/use_inventory_valuation_03.png
-    :align: center
+.. image:: using_inventory_valuation/valuation-smart-button.png
+   :align: center
+   :alt: Valuation smart button on a receipt.
 
-I can also easily access the accounting entry that has been generated
-(in case of automated inventory valuation).
+.. important::
+   :ref:`Developer mode <developer-mode>` must be turned on to see the *Valuation* smart button.
 
-.. image:: using_inventory_valuation/use_inventory_valuation_04.png
-    :align: center
+.. tip::
+   The :doc:`consignment </applications/inventory_and_mrp/inventory/management/misc/owned_stock>`
+   feature allows ownership to items in stock. Thus, products owned by other companies are not
+   accounted for in the host company's inventory valuation.
+
+The :guilabel:`Stock Valuation` dashboard then displays valuation of all products in the shipment,
+along with their quantities and valuation. In the example of 10 tables being purchased, the
+:guilabel:`Total Value` column of the dashboard would display a calculated valuation of $100.
+
+.. image:: using_inventory_valuation/stock-valuation-product.png
+   :align: center
+   :alt: Stock valuation page depicting the products within a shipment.
+
+In Odoo, automatic inventory valuation records are also recorded in the *Accounting* app. To access
+these accounting entries, navigate to :menuselection:`Accounting --> Journal Entries`, and look for
+inventory valuation entries with the `STJ` prefix in the :guilabel:`Journal` and :guilabel:`Number`
+columns, respectively.
+
+.. image:: using_inventory_valuation/inventory-valuation-entry.png
+   :align: center
+   :alt: Accounting entry for the inventory valuation of 10 tables.
 
 Deliver a product
 -----------------
 
-In the same logic, when a table will be delivered, the stock valuation
-will be impacted and you will have access to a similar information.
+In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock
+valuation decreases. The :guilabel:`Valuation` smart button on the :abbr:`DO (Delivery Order)`,
+likewise, displays the stock valuation record as it does on a :abbr:`PO (Purchase Order)`
 
-.. image:: using_inventory_valuation/use_inventory_valuation_05.png
-    :align: center
+.. image:: using_inventory_valuation/decreased-stock-valuation.png
+   :align: center
+   :alt: Decreased stock valuation after a product is shipped.
 
 The inventory valuation report
 ------------------------------
 
-The summary of this is accessible via the inventory valuation report
-(accessible from :menuselection:`Inventory --> Reporting --> Inventory Valuation`). It gives
-you, product per product, the value of your stock. By clicking on the
-button *Inventory At Date*, you can have the same information for a
-past date.
+To view the current value of all products in the warehouse, go to :menuselection:`Inventory app -->
+Reporting --> Inventory Valuation`. The records in the table are organized by product, and selecting
+a product's drop-down menu displays detailed records with the :guilabel:`Date`,
+:guilabel:`Quantity`, and :guilabel:`Total Value` of the inventory.
 
-.. image:: using_inventory_valuation/use_inventory_valuation_06.png
-    :align: center
+.. image:: using_inventory_valuation/inventory-valuation-products.png
+   :align: center
+   :alt: Inventory valuation report showing multiple products.
+
+.. note::
+   The :guilabel:`Inventory At Date` button, located in the top-left corner of the :guilabel:`Stock
+   Valuation` dashboard, shows the inventory valuation of products available during a prior
+   specified date.
+
+Update product unit price
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For any company: lead times, supply chain failures, and other risk factors can contribute to
+invisible costs. Although Odoo attempts to accurately represent the stock value, *manual valuation*
+serves as an additional tool to update the unit price of products.
+
+.. important::
+   Manual valuation is intended for products that can be purchased and received for a cost greater
+   than 0, or have product categories set with :guilabel:`Costing Method` set as either `Average
+   Cost (AVCO)` or `First In First Out (FIFO)`.
+
+.. image:: using_inventory_valuation/add-manual-valuation.png
+   :align: center
+   :alt: Add manual valuation of stock value to a product.
+
+Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard by first navigating to
+:menuselection:`Inventory app --> Reporting --> Inventory Valuation`, and then click the little gray
+drop-down icon to the left of a product's name, to then reveal stock valuation line items below as
+well as a teal :guilabel:`+ (plus)` button on the right.
+
+Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product Revaluation` form,
+where updates to the calculation of inventory valuation can be made, by increasing or decreasing the
+unit price of each product.
+
+.. image:: using_inventory_valuation/product-revaluation.png
+   :align: center
+   :alt: Product revaluation form adding a value of $1.00 with the reason being inflation.

content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst

@@ -89,6 +89,8 @@ Area*. Then, once the quality check is done, move them to their *Storage Locatio
    orders and their products are grouped in one transfer, whereas the packing operation respects the
    grouping per customer order.
 
+.. _use-routes/routes-rules:
+
 Use routes and rules
 ====================
 

content/applications/inventory_and_mrp/inventory/shipping/setup/sendcloud_shipping.rst

@@ -27,7 +27,9 @@ needed.
    in the Odoo database.
 
 .. important::
-   Odoo integration of Sendcloud does **not** work on free plans of Sendcloud.
+   Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank account is linked,
+   since Sendcloud won't ship for free. To use shipping rules or individual custom carrier contacts,
+   a paid plan of Sendcloud is required.
 
 Warehouse configuration
 -----------------------
@@ -143,7 +145,7 @@ After configuring and saving the form, follow these steps to load the shipping p
    | :guilabel:`Return Shipping Product`: `DPD Return 0-20kg`
    | :guilabel:`Return Carrier`: `DPD`
    | :guilabel:`Return Minimum Weight`: `0.00`
-   | :guilabel:`Return Minimum Weight`: `20.00`
+   | :guilabel:`Return Maximum Weight`: `20.00`
    | :guilabel:`Return Countries`: `Belgium` `Netherlands`
 
 .. image:: sendcloud_shipping/sendcloud-example.png

content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst

@@ -12,7 +12,7 @@ that even product variants can have their own tailored :abbr:`BoMs (Bills of Mat
 Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the manufacturing process and
 save time.
 
-Set up a bill of baterials (BoM)
+Set up a bill of materials (BoM)
 ================================
 
 The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations or instructions, only