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account-financial-tools/account_chart_update
Lois Rilo 236a764c99 [FIX] account_chart_update: do not match twice the same repartition line
When updating a tax with several repartition lines, the same existing
candidates were considered in all iteration which could lead the wizard
to match the same repartition line with different lines of the template
and not detecting any change to do.
2023-01-17 08:54:49 +01:00
..
i18n Update translation files 2023-01-17 08:54:49 +01:00
models [IMP] account_chart_update: black, isort 2023-01-17 08:54:49 +01:00
readme Standard migration 2023-01-17 08:54:49 +01:00
security [14.0][MIG] account_chart_update: Migration to 14.0 2023-01-17 08:54:49 +01:00
static/description [14.0][MIG] account_chart_update: Migration to 14.0 2023-01-17 08:54:49 +01:00
tests [IMP] account_chart_update: update tests 2023-01-17 08:54:49 +01:00
views pre-commit update 2023-01-17 08:54:49 +01:00
wizard [FIX] account_chart_update: do not match twice the same repartition line 2023-01-17 08:54:49 +01:00
__init__.py [IMP] account_chart_update: Include field selection 2023-01-17 08:54:49 +01:00
__manifest__.py Standard migration 2023-01-17 08:54:49 +01:00
README.rst [14.0][MIG] account_chart_update: Migration to 14.0 2023-01-17 08:54:49 +01:00

===========================================================
Detect changes and update the Account Chart from a template
===========================================================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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.

**Table of contents**

.. contents::
   :local:

Usage
=====

The wizard, accesible from *Accounting > Settings > Update Chart Template*,
lets the user select what kind of objects must be checked/updated, and whether
old records must be checked for changes and updates.

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.

Known issues / Roadmap
======================

* 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?

Bug Tracker
===========

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.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_chart_update%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa
* BCIM
* Okia

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

  * Pedro M. Baeza
  * Jairo Llopis
  * Ernesto Tejeda

* Jacques-Etienne Baudoux <je@bcim.be>
* Sylvain Van Hoof <sylvain@okia.be>
* Nacho Muñoz <nacmuro@gmail.com>
* Alberto Martín - Guadaltech <alberto.martin@guadaltech.es>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. 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.

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/14.0/account_chart_update>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.