account-financial-tools

History

Jairo Llopis 88488fd5f1 [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.		2023-01-17 08:54:49 +01:00
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static/description	[IMP] account_chart_update: Whole refactoring	2023-01-17 08:54:49 +01:00
views	[MIG][9.0][account_chart_update] Migrate.	2023-01-17 08:54:49 +01:00
wizard	[MIG][9.0][account_chart_update] Migrate.	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
__openerp__.py	[MIG][9.0][account_chart_update] Migrate.	2023-01-17 08:54:49 +01:00
README.rst	[MIG][9.0][account_chart_update] Migrate.	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
------------

* Jordi Esteve
* Borja López Soilán
* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
* Joaquín Gutierrez <joaquingpedrosa@gmail.com>
* invitu
* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Antonio Espinosa <antonioea@antiun.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Jacques-Etienne Baudoux <je@bcim.be>

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.