2
0
account-financial-tools/account_chart_update
Stéphane Bidoul (ACSONE) 4b597e417c account_chart_update: copy inactive tax templates too
In v10, tax templates have an active flag. It is useful to copy them too, letting the user select which one he wants to activate in it's instance.
2023-01-17 08:54:49 +01:00
..
i18n [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00
readme [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00
static/description [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00
tests [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00
views [FIX+IMP] account_chart_update: Fix fiscal position mapping + translations + clean authors 2023-01-17 08:54:49 +01:00
wizard account_chart_update: copy inactive tax templates too 2023-01-17 08:54:49 +01:00
__init__.py [MIG][9.0][account_chart_update] Migrate. 2023-01-17 08:54:49 +01:00
__manifest__.py [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00
README.rst [FIX+IMP] account_chart_update: Major refactoring 2023-01-17 08:54:49 +01:00

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

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png
    :target: https://odoo-community.org/page/development-status
    :alt: Mature
.. |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
    :target: https://github.com/OCA/account-financial-tools/tree/10.0/account_chart_update
    :alt: OCA/account-financial-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/account-financial-tools-10-0/account-financial-tools-10-0-account_chart_update
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/92/10.0
    :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5| 

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 of accounts*,
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:%2010.0%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
~~~~~~~~~~~~

* Pedro M. Baeza <pedro.baeza@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Jacques-Etienne Baudoux <je@bcim.be>
* Sylvain Van Hoof <sylvain@okia.be>
* Nacho Muñoz <nacmuro@gmail.com>


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/10.0/account_chart_update>`_ project on GitHub.

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