123 lines
4.5 KiB
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123 lines
4.5 KiB
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===========================================================
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Detect changes and update the Account Chart from a template
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:13bafba3ad66447c6ddb7defa7461c3f68f7f0a362674da5bdb26dfd973fbf62
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_chart_update
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_chart_update
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This is a pretty useful tool to update Odoo installations after tax reforms
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on the official charts of accounts, or to apply fixes performed on the chart
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template.
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The wizard:
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* Allows the user to compare a chart and a template showing differences
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on accounts, taxes, tax codes and fiscal positions.
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* It may create the new account, taxes, tax codes and fiscal positions detected
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on the template.
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* It can also update (overwrite) the accounts, taxes, tax codes and fiscal
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positions that got modified on the template.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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The wizard, accesible from *Accounting > Settings > Update Chart Template*,
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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.
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It will display all the objects to be created / updated / deactivated with some
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information about the detected differences, and allow the user to exclude
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records individually.
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Known issues / Roadmap
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======================
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* Generate and update account reconcile models.
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* Generate XML-ID for fiscal position tax and account mapping lines.
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* Allow to select independently operations to perform (create, update,
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deactivate).
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* Detect fiscal positions to deactivate?
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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* BCIM
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* Okia
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Pedro M. Baeza
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* Ernesto Tejeda
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* Jacques-Etienne Baudoux <je@bcim.be>
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* Sylvain Van Hoof <sylvain@okia.be>
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* Nacho Muñoz <nacmuro@gmail.com>
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* Alberto Martín - Guadaltech <alberto.martin@guadaltech.es>
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* Fernando La Chica - GreenIce <fernandolachica@gmail.com>
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* Jairo Llopis (https://www.moduon.team/)
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* `Factor Libre <https://factorlibre.com>`_:
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* Luis J. Salvatierra
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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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.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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