account-financial-tools

History

Pedro M. Baeza 7c52e09c8d [FIX] account_chart_update: Don't cache recordsets When marking methods as ormcache, you can't return recordsets, as they keep the cursor information, and that cursor can be closed (worker spawn for example) when you need to access again data. This is fixed returning IDs instead, and browsing when needed		2023-01-17 08:54:49 +01:00
..
i18n	[MIG][ADD] i18n directly from 10.0	2023-01-17 08:54:49 +01:00
static/description	[IMP] account_chart_update: Whole 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	[FIX] account_chart_update: Don't cache recordsets	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] account_chart_update: Limit fiscal position search with same name (#651 )	2023-01-17 08:54:49 +01:00
README.rst	[FIX] account_chart_update: Limit fiscal position search with same name (#651 )	2023-01-17 08:54:49 +01:00

README.rst

.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
   :alt: License: AGPL-3

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

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.

Usage
=====

The wizard, accesible from *Accounting > Configuration > Settings > Chart of
Accounts > 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 with some information
about the detected differences, and allow the user to exclude records
individually.

.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
   :alt: Try me on Runbot
   :target: https://runbot.odoo-community.org/runbot/92/9.0

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

* Add tests.

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.

Credits
=======

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>

Maintainer
----------

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.