===========================================================
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-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |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/16.0/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-16-0/account-financial-tools-16-0-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/92/16.0
: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 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:%2016.0%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
* 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>
* Fernando La Chica - GreenIce <fernandolachica@gmail.com>
* Jairo Llopis (https://www.moduon.team/)
* `Factor Libre <https://factorlibre.com>`_:
* Luis J. Salvatierra
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/16.0/account_chart_update>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
003115aac0