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472 lines
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</head>
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<body>
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<div class="document" id="detect-changes-and-update-the-account-chart-from-a-template">
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<h1 class="title">Detect changes and update the Account Chart from a template</h1>
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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: sha256:9988bf819371083db91d748bb3f41391e402477979cde8d32ff34ce07e86bc8e
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_chart_update"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_chart_update"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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<p>The wizard:</p>
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<ul class="simple">
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<li>Allows the user to compare a chart and a template showing differences
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on accounts, taxes, tax codes and fiscal positions.</li>
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<li>It may create the new account, taxes, tax codes and fiscal positions detected
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on the template.</li>
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<li>It can also update (overwrite) the accounts, taxes, tax codes and fiscal
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positions that got modified on the template.</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
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<p>The wizard, accesible from <em>Accounting > Settings > Update Chart Template</em>,
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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.</p>
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<p>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.</p>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Generate and update account reconcile models.</li>
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<li>Generate XML-ID for fiscal position tax and account mapping lines.</li>
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<li>Allow to select independently operations to perform (create, update,
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deactivate).</li>
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<li>Detect fiscal positions to deactivate?</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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<li>BCIM</li>
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<li>Okia</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Pedro M. Baeza</li>
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<li>Ernesto Tejeda</li>
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</ul>
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</li>
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<li>Jacques-Etienne Baudoux <<a class="reference external" href="mailto:je@bcim.be">je@bcim.be</a>></li>
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<li>Sylvain Van Hoof <<a class="reference external" href="mailto:sylvain@okia.be">sylvain@okia.be</a>></li>
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<li>Nacho Muñoz <<a class="reference external" href="mailto:nacmuro@gmail.com">nacmuro@gmail.com</a>></li>
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<li>Alberto Martín - Guadaltech <<a class="reference external" href="mailto:alberto.martin@guadaltech.es">alberto.martin@guadaltech.es</a>></li>
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<li>Fernando La Chica - GreenIce <<a class="reference external" href="mailto:fernandolachica@gmail.com">fernandolachica@gmail.com</a>></li>
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<li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">https://www.moduon.team/</a>)</li>
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<li><a class="reference external" href="https://factorlibre.com">Factor Libre</a>:<ul>
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|
<li>Luis J. Salvatierra</li>
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|
</ul>
|
|
</li>
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|
</ul>
|
|
</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_chart_update">OCA/account-financial-tools</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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