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< div class = "document" id = "detect-changes-and-update-the-account-chart-from-a-template" >
< h1 class = "title" > Detect changes and update the Account Chart from a template< / h1 >
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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< p > < a class = "reference external" href = "https://odoo-community.org/page/development-status" > < img alt = "Beta" src = "https://img.shields.io/badge/maturity-Beta-yellow.png" / > < / a > < a class = "reference external" href = "http://www.gnu.org/licenses/agpl-3.0-standalone.html" > < img alt = "License: AGPL-3" src = "https://img.shields.io/badge/licence-AGPL--3-blue.png" / > < / a > < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/tree/12.0/account_chart_update" > < img alt = "OCA/account-financial-tools" src = "https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" / > < / a > < a class = "reference external" href = "https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_chart_update" > < img alt = "Translate me on Weblate" src = "https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" / > < / a > < a class = "reference external" href = "https://runbot.odoo-community.org/runbot/92/12.0" > < img alt = "Try me on Runbot" src = "https://img.shields.io/badge/runbot-Try%20me-875A7B.png" / > < / a > < / p >
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< p > This is a pretty useful tool to update Odoo installations after tax reforms
on the official charts of accounts, or to apply fixes performed on the chart
template.< / p >
< p > The wizard:< / p >
< ul class = "simple" >
< li > Allows the user to compare a chart and a template showing differences
on accounts, taxes, tax codes and fiscal positions.< / li >
< li > It may create the new account, taxes, tax codes and fiscal positions detected
on the template.< / li >
< li > It can also update (overwrite) the accounts, taxes, tax codes and fiscal
positions that got modified on the template.< / li >
< / ul >
< p > < strong > Table of contents< / strong > < / p >
< div class = "contents local topic" id = "contents" >
< ul class = "simple" >
< li > < a class = "reference internal" href = "#usage" id = "id1" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#known-issues-roadmap" id = "id2" > Known issues / Roadmap< / a > < / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id3" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id4" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id5" > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "id6" > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id7" > Maintainers< / a > < / li >
< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "usage" >
< h1 > < a class = "toc-backref" href = "#id1" > Usage< / a > < / h1 >
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< p > The wizard, accesible from < em > Accounting > Settings > Update Chart Template< / em > ,
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lets the user select what kind of objects must be checked/updated, and whether
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old records must be checked for changes and updates.< / p >
< p > It will display all the objects to be created / updated / deactivated with some
information about the detected differences, and allow the user to exclude
records individually.< / p >
< / div >
< div class = "section" id = "known-issues-roadmap" >
< h1 > < a class = "toc-backref" href = "#id2" > Known issues / Roadmap< / a > < / h1 >
< ul class = "simple" >
< li > Generate and update account reconcile models.< / li >
< li > Generate XML-ID for fiscal position tax and account mapping lines.< / li >
< li > Allow to select independently operations to perform (create, update,
deactivate).< / li >
< li > Detect fiscal positions to deactivate?< / li >
< / ul >
< / div >
< div class = "section" id = "bug-tracker" >
< h1 > < a class = "toc-backref" href = "#id3" > Bug Tracker< / a > < / h1 >
< p > Bugs are tracked on < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/issues" > GitHub Issues< / a > .
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
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< a class = "reference external" href = "https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_chart_update%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**" > feedback< / a > .< / p >
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< p > Do not contact contributors directly about support or help with technical issues.< / p >
< / div >
< div class = "section" id = "credits" >
< h1 > < a class = "toc-backref" href = "#id4" > Credits< / a > < / h1 >
< div class = "section" id = "authors" >
< h2 > < a class = "toc-backref" href = "#id5" > Authors< / a > < / h2 >
< ul class = "simple" >
< li > Tecnativa< / li >
< li > BCIM< / li >
< li > Okia< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
< h2 > < a class = "toc-backref" href = "#id6" > Contributors< / a > < / h2 >
< ul class = "simple" >
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< li > < a class = "reference external" href = "https://www.tecnativa.com" > Tecnativa< / a > :< ul >
< li > Pedro M. Baeza< / li >
< li > Jairo Llopis< / li >
< li > Ernesto Tejeda< / li >
< / ul >
< / li >
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< li > Jacques-Etienne Baudoux < < a class = "reference external" href = "mailto:je@bcim.be" > je@ bcim.be< / a > > < / li >
< li > Sylvain Van Hoof < < a class = "reference external" href = "mailto:sylvain@okia.be" > sylvain@ okia.be< / a > > < / li >
< li > Nacho Muñoz < < a class = "reference external" href = "mailto:nacmuro@gmail.com" > nacmuro@ gmail.com< / a > > < / li >
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< li > Alberto Martín - Guadaltech < < a class = "reference external" href = "mailto:alberto.martin@guadaltech.es" > alberto.martin@ guadaltech.es< / a > > < / li >
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< / ul >
< / div >
< div class = "section" id = "maintainers" >
< h2 > < a class = "toc-backref" href = "#id7" > Maintainers< / a > < / h2 >
< p > This module is maintained by the OCA.< / p >
< a class = "reference external image-reference" href = "https://odoo-community.org" > < img alt = "Odoo Community Association" src = "https://odoo-community.org/logo.png" / > < / a >
< p > OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.< / p >
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< p > This module is part of the < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/tree/12.0/account_chart_update" > OCA/account-financial-tools< / a > project on GitHub.< / p >
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< p > You are welcome to contribute. To learn how please visit < a class = "reference external" href = "https://odoo-community.org/page/Contribute" > https://odoo-community.org/page/Contribute< / a > .< / p >
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