<h1 class="title">Detect changes and update the Account Chart from a template</h1> <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://runbot.odoo-community.org/runbot/92/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>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.</p> <p>The wizard:</p> <ul class="simple"> <li>Allows the user to compare a chart and a template showing differences on accounts, taxes, tax codes and fiscal positions.</li> <li>It may create the new account, taxes, tax codes and fiscal positions detected on the template.</li> <li>It can also update (overwrite) the accounts, taxes, tax codes and fiscal positions that got modified on the template.</li> </ul> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>The wizard, accesible from <em>Accounting &gt; Settings &gt; Update Chart Template</em>, lets the user select what kind of objects must be checked/updated, and whether old records must be checked for changes and updates.</p> <p>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.</p> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Generate and update account reconcile models.</li> <li>Generate XML-ID for fiscal position tax and account mapping lines.</li> <li>Allow to select independently operations to perform (create, update, deactivate).</li> <li>Detect fiscal positions to deactivate?</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>. 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 <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> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> <li>BCIM</li> <li>Okia</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Pedro M. Baeza</li> <li>Ernesto Tejeda</li> </ul> </li> <li>Jacques-Etienne Baudoux &lt;<a class="reference external" href="mailto:je&#64;bcim.be">je&#64;bcim.be</a>&gt;</li> <li>Sylvain Van Hoof &lt;<a class="reference external" href="mailto:sylvain&#64;okia.be">sylvain&#64;okia.be</a>&gt;</li> <li>Nacho Muñoz &lt;<a class="reference external" href="mailto:nacmuro&#64;gmail.com">nacmuro&#64;gmail.com</a>&gt;</li> <li>Alberto Martín - Guadaltech &lt;<a class="reference external" href="mailto:alberto.martin&#64;guadaltech.es">alberto.martin&#64;guadaltech.es</a>&gt;</li> <li>Fernando La Chica - GreenIce &lt;<a class="reference external" href="mailto:fernandolachica&#64;gmail.com">fernandolachica&#64;gmail.com</a>&gt;</li> <li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">https://www.moduon.team/</a>)</li> <li><a class="reference external" href="https://factorlibre.com">Factor Libre</a>:<ul> <li>Luis J. Salvatierra</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <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> <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>