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[MIG][9.0][account_chart_update] Migrate. - New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
2016-05-25 14:05:38 +02:00
===========================================================
Detect changes and update the Account Chart from a template
===========================================================
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
[UPD] README.rst
2023-09-03 13:22:10 +02:00
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
[BOT] post-merge updates
2023-11-24 13:00:06 +01:00
!! source digest: sha256:6c1ea51f276d0f6d8ed58caf50f25d6f8a54e0ca36886019626be501ac42cb8a
[UPD] README.rst
2023-09-03 13:22:10 +02:00
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
[MIG] account_chart_update: Migration to 12.0
2019-03-15 21:25:19 +01:00
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
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:target: https://odoo-community.org/page/development-status
[MIG] account_chart_update: Migration to 12.0
2019-03-15 21:25:19 +01:00
:alt: Beta
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
[MIG] account_chart_update: Migration to 16.0
2023-01-18 11:56:15 +01:00
:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_chart_update
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
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:alt: OCA/account-financial-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
[UPD] README.rst
2023-02-02 16:41:28 +01:00
:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_chart_update
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
:alt: Translate me on Weblate
[UPD] README.rst
2023-09-03 13:22:10 +02:00
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
:alt: Try me on Runboat
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
[UPD] README.rst
2023-09-03 13:22:10 +02:00
|badge1| |badge2| |badge3| |badge4| |badge5|
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
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.
The wizard:
* Allows the user to compare a chart and a template showing differences
on accounts, taxes, tax codes and fiscal positions.
* It may create the new account, taxes, tax codes and fiscal positions detected
on the template.
* It can also update (overwrite) the accounts, taxes, tax codes and fiscal
positions that got modified on the template.
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
**Table of contents**
.. contents::
:local:
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
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Usage
=====
[MIG] account_chart_update: Migration to 12.0
2019-03-15 21:25:19 +01:00
The wizard, accesible from *Accounting > Settings > Update Chart Template*,
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
lets the user select what kind of objects must be checked/updated, and whether
old records must be checked for changes and updates.
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
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.
[MIG][9.0][account_chart_update] Migrate. - New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
2016-05-25 14:05:38 +02:00
Known issues / Roadmap
======================
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
* Generate and update account reconcile models.
* Generate XML-ID for fiscal position tax and account mapping lines.
* Allow to select independently operations to perform (create, update,
deactivate).
* Detect fiscal positions to deactivate?
[MIG][9.0][account_chart_update] Migrate. - New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
2016-05-25 14:05:38 +02:00
Bug Tracker
===========
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
[UPD] README.rst
2023-09-03 13:22:10 +02:00
If you spotted it first, help us to smash it by providing a detailed and welcomed
[MIG] account_chart_update: Migration to 16.0
2023-01-18 11:56:15 +01:00
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_chart_update%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
Do not contact contributors directly about support or help with technical issues.
[MIG][9.0][account_chart_update] Migrate. - New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
2016-05-25 14:05:38 +02:00
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
Credits
=======
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
Authors
~~~~~~~
* Tecnativa
* BCIM
* Okia
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
Contributors
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
~~~~~~~~~~~~
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
[MIG] account_chart_update: Migration to 12.0
2019-03-15 21:25:19 +01:00
* `Tecnativa <https://www.tecnativa.com>`_:
* Pedro M. Baeza
* Ernesto Tejeda
[MIG][9.0][account_chart_update] Migrate. - New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
2016-05-25 14:05:38 +02:00
* Jacques-Etienne Baudoux <je@bcim.be>
[MIG] account_chart_update: Migration to 10.0
2017-03-14 11:54:08 +01:00
* Sylvain Van Hoof <sylvain@okia.be>
[FIX] account_chart_update: Limit fiscal position search with same name (#651)
2018-09-18 12:44:38 +02:00
* Nacho Muñoz <nacmuro@gmail.com>
[MIG] account_chart_update: Migration to 11.0
2018-06-13 16:53:05 +02:00
* Alberto Martín - Guadaltech <alberto.martin@guadaltech.es>
[UPD] README.rst
2022-05-03 23:24:48 +02:00
* Fernando La Chica - GreenIce <fernandolachica@gmail.com>
[UPD] README.rst
2023-01-12 14:06:56 +01:00
* Jairo Llopis (https://www.moduon.team/)
[MIG] account_chart_update: Migration to 16.0
2023-01-18 11:56:15 +01:00
* `Factor Libre <https://factorlibre.com>`_:
* Luis J. Salvatierra
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
[IMP] account_chart_update: Whole refactoring * Fix calculated field when showing inactives + add field to view * Migrated to new API. * Provided hooks for detecting changes and for adding update/create values. * Purge dead error detection code (not applying). * Use global mapping dictionaries stored on class instead of passing arguments down to top and viceversa. * Number fields computed by a function field instead of being computed by hand. * Use recordsets as indexes instead of ids to avoid repetitive browses. * Re-enable local cache variables * README + authors
2015-03-28 14:56:47 +01:00
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
[MIG] account_chart_update: Migration to 16.0
2023-01-18 11:56:15 +01:00
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_chart_update>`_ project on GitHub.
[FIX+IMP] account_chart_update: Major refactoring * Compare all fields from template Not all fields were properly compared with previous code. This means also to exclude some of them, but now we have a full and extensible system. * Optimize cached method * Generate accounts and fiscal positions using Odoo methods (tax already did) * README by fragments * Add tests up to full coverage
2018-09-18 14:41:19 +02:00
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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