For customer invoices:
* do not set default date because if you prepare an invoice (and it gets
  a default date), then validate it the next day, the date will be wrong
* set the date when posting if it wasn't set, because why not?

For vendor bills:
* do not set default date because you rarely encode a bill at the bill
  date. Forcing the user to enter it reduces risks of user error
  (duplicated vendor bill)
* do not set it when posting, same reason.

opw-2492862
Related #68368
Closes #68367

closes odoo/odoo#68689

Related: odoo/enterprise#17502
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>

this commit is a backport from 442326bc298f2aeb579ab40c4b7bdade724ced4e
This part of the tour can't work with the new online synchronization
module (account_online_synchronization) due to the fact that we are
using an iframe to display the list of institutions and therefore
those steps won't work within the iframe.
Also ignore the 'add a bank account' menuitem from the click all test
as it opens an iframe and would stuck the test.

closes odoo/odoo#62099

Related: odoo/enterprise#14895
Signed-off-by: Josse Colpaert <jco@openerp.com>

In some cases, the edit mode on the production form view is not already
rendered when hte tour try to write '1' in the qty_producing field. This
lead to a fail of the Main Flow Tour.

This commit specifically trigger the input tag to be sure the text will
be inserted in edit mode.

closes odoo/odoo#61437

Signed-off-by: William Henrotin <Whenrow@users.noreply.github.com>

On mobile, when tours are run on changing month, the "Register Payment"
step often fails with the following error:
AssertionError: The test code "odoo.startTour('main_flow_tour')" failed
Tour main_flow_tour failed at step Register Payment (trigger:
.o_statusbar_buttons button:enabled:contains('Register Payment'))

Please note before going further:
* The main flow is a tour. The tour manager waits for the trigger and
  the extra trigger to be reachable before executing the step.
* On mobile the status bar buttons are wrapped in a dropdown.
  So the stepUtils.statusbarButtonsSteps is composed by two actions:
  1 - Open the dropdown if present.
  2 - Click on the button.

Before this commit, the extra trigger doesn't look like the best one:
when this tour is executed during month change, the account
module has to perform some heavier (and longer) processes.
When the "Validate" call button is made (previous step), a lot of RPC
are made and, usually, the previous extra trigger works fine.
But for some reasons, the _renderStatusbarButtons is called
between the two steps in the statusbarButtonsSteps.

So this is the flow:
- Running the tour until...
- Click "Validate" button (this generates a bunch of RPC).
- Open the dropdown.
- Some RPC respond, which refresh the "state" and call _renderStatusbarButtons
  (dropdown is not open anymore).
- Try to click on "Register Payment" => BUG
  (button is present but not visible, so unreachable).

After this commit, the extra trigger is changed to force waiting for
the RPC that change the "state" and call _renderStatusbarButtons
before executing the "Register Payment" step.

closes odoo/odoo#61072

X-original-commit: 1085ec7fca98b309f32a416064a04ca29e879b05
Signed-off-by: Adrien Dieudonné (adr) <adr@odoo.com>

Task 2327599

* The date is not copied on duplicate of account.move
* Do not throw traceback if we remove the invoice date of an
  invoice/bill
* Add extra triggers in account_tour to ensure it is done in the right
  view
* Update the position of some tour indicators
* Move the Product Categories in the Management menu
* The accounting onboarding is only visible on customer invoices list
  view
* Switch the position of banc and bic

closes odoo/odoo#57107

Related: odoo/enterprise#12967
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>

The main flow tour has been disabled in error by the runbot team.
Unfortunately, some issue occured after after its reactivation
on the runbot.
This is probably due because some data has been added and the
customer no longer appears in the suggestions.

To fix this, we open the search view to find it.

closes odoo/odoo#55914

Signed-off-by: Adrien Dieudonné (adr) <adr@odoo.com>

Use a view similar as the pickings one.

task-2241471

Task 2274998

1/ In the accounting dashboard, maximum one primary button per box
2/ In all boxes : "Sample data" must be removed. (Too obvious)
3/ In the configuration of Accounting Periods
  * Opening date and fiscal year end must be on a same line.
  * Remove the button "Configure your tax accounts".
4/ "Configure your tax accounts" is still available in the settings.
  * But also make it available while doing the Tax Report Entry, if an
  error message pops up.
5/ Chart of Account (list view)
  * Captital D for opening Debit/Credit
  * Rename "Name" into "Account Name"
6/ While génerating an Invoice
  * Rename "Post" button into "Confirm"
  * Check that the incremental number is added as a suffix of the name
  of the bill ; not as a prefix
7/ Vendor Bill (list view)
  * Status must appear as a Tag ; like it is already done in "Payment
  State"
  * Rename "Payment State" into "Payment Status"
8/ Bank journals
  * On the bank journal level, if bank feed is set to synchronization,
  then while selecting that journal from the accounting dashboard, then
  directly go to the statement lines rather than the bank statement
  itself.
  * In the bank statement's account moves, remove the button duplicate.
  It is enough to have it in the actions.

closes odoo/odoo#52818

Related: odoo/enterprise#11081
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>

Add an autocomplete for opportunity name. If no name is set when a customer is
selected set the name partner_id.name's Opportunity

Change help title and subtitle to be more explicit. Change title from "Create
an opportunity in your pipeline" to "Create opportunities to keep an eye on
all your ongoing sales talks." Concerning subtitle, if a valid
and active email alias is found : Emails sent to ALIAS@address automatically
create opportunities.

Improve crm onboarding tour text messages and display.

Change menuitem from Teams to Team Pipelines to be more explicit. Update
the corresponding act_window name in the sales_team module.

Make the "schedule an activity" button bigger (100% of the div) and highlight
the entire Schedule button box.

Update test tours accordingly. Since quick create opportunity form is updated
the tests were failing. Reason is a trigger on input:first trying to detect
the field "name". This is not the case after this commit's changes.

Task ID 2226563
Community PR #51587

Improve the onboarding of new users and clean a few screens.

Task ID: 2237996

closes odoo/odoo#50284

Related: odoo/enterprise#10536
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: dmonzonis <mod@odoo.com>