odoo-addon-account-chart-update

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

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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 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 to smash it by providing a detailed and welcomed feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_chart_update%0Aversion:%2017.0%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
  • Víctor Martínez

• Jacques-Etienne Baudoux [e-mail]

• Sylvain Van Hoof [e-mail]

• Nacho Muñoz [e-mail]

• Alberto Martín - Guadaltech [e-mail]

• Fernando La Chica - GreenIce [e-mail]

• Jairo Llopis (https://www.moduon.team/)

• Factor Libre <https://factorlibre.com>__:

  • Luis J. Salvatierra

• Daniel Reis ([e-mail])

Maintainers

This module is maintained by the OCA.

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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/17.0/account_chart_update>_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.