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account-financial-tools/account_chart_update
Pedro M. Baeza f833ccdf36 [FIX+IMP] account_chart_update: Major refactoring
* Compare all fields from template

  Not all fields were properly compared with previous code. This means also
  to exclude some of them, but now we have a full and extensible system.

* Optimize cached method
* Generate accounts and fiscal positions using Odoo methods (tax already did)
* README by fragments
* Add tests up to full coverage
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 [FIX+IMP] account_chart_update: Major refactoring 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.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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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.