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[17.0][MIG] account_chart_update #1888

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59336b5
[MIG]: account_char_update: Migration to version 7.0
percevaq Oct 1, 2013
6d51245
[IMP] account_chart_update: Menu path to avoid needing multi-company …
Oct 15, 2013
fd9356e
[IMP] small improvement : calling reopen method in action_init + inde…
Oct 18, 2013
9bb9ce2
FIX: wrong dict passed in _update_accounts
yann-papouin Nov 27, 2013
8c225d8
[IMP] attempt to match tax code on code if no match on name was found
sbidoul Jan 7, 2014
ca63e17
[FIX] account_chart_update: Selection of operations to do now is work…
Mar 21, 2014
926e9fa
Set all addons to uninstallable
nbessi Jun 30, 2014
f9f5d8c
[MIG] account_chart_update: Migration to 8.0
adrienpeiffer Nov 27, 2014
7f7b712
[FIX+IMP] account_chart_update: Several things
sbidoul Dec 23, 2014
f1ce276
[IMP] account_chart_update: Whole refactoring
pedrobaeza Mar 28, 2015
459b584
[FIX+IMP] account_chart_update: Several things
Jun 5, 2015
e1a2482
[FIX] account_chart_update: Call mapping function instead of removed …
pedrobaeza Jun 19, 2015
82d7458
[FIX][account-financial-tools] depends key is duplicated
Sep 17, 2015
c9356eb
[FIX] account_chart_update: Don't write code on account update
pedrobaeza Jan 27, 2016
b2fe927
[FIX] Include acc templates from parent CoA templates
pablocm-aserti Feb 21, 2016
a17b983
[FIX] account_chart_update:
sbidoul Mar 21, 2016
c3c13fa
[MIG][9.0][account_chart_update] Migrate.
yajo May 25, 2016
9b0a0e2
[FIX+IMP] account_chart_update: Fix fiscal position mapping + transla…
pedrobaeza Aug 14, 2017
dc86899
[MIG] account_chart_update: Migration to 10.0
Mar 14, 2017
4c33357
[FIX] account_chart_update: Fetch account code digits correctly
pedrobaeza Nov 2, 2017
af1d614
[MIG][ADD] i18n directly from 10.0
amcor Jun 13, 2018
afca04f
[FIX] account_chart_update: Limit fiscal position search with same na…
MouTio Sep 18, 2018
431f24a
[FIX] account_chart_update: Don't cache recordsets
pedrobaeza Sep 18, 2018
b8b1d39
[FIX+IMP] account_chart_update: Major refactoring
pedrobaeza Sep 18, 2018
57aa106
account_chart_update: copy inactive tax templates too
sbidoul Jul 9, 2018
4817cc8
[MIG] account_chart_update: Migration to 11.0
amcor Jun 13, 2018
f8faee8
[MIG] account_chart_update: Additional needed changes
pedrobaeza Sep 21, 2018
6f6ea98
[FIX] account_chart_update: Handle updated m2m correctly
pedrobaeza Sep 21, 2018
18dc324
[IMP] account_chart_update: Include field selection
pedrobaeza Sep 22, 2018
ac422ed
Update translation files
oca-transbot Dec 9, 2018
29ee285
Translated using Weblate (German)
tv-openbig Feb 25, 2019
8b8645b
account_chart_update: allows to set the matching value order
ernestotejeda Jan 29, 2019
d4f75b1
account_chart_update: Fix number of updates and insertions in log
ernestotejeda Mar 12, 2019
daed777
Update translation files
oca-transbot Mar 13, 2019
cdfcaa0
[MIG] account_chart_update: Migration to 12.0
ernestotejeda Mar 15, 2019
68b93f6
Update translation files
oca-transbot May 20, 2019
2e43a40
Translated using Weblate (Spanish)
josepmy Jul 23, 2019
091af32
Translated using Weblate (Croatian)
badbole Nov 12, 2019
e1202c0
[IMP] account_chart_update: black, isort
ernestotejeda Jan 8, 2020
09eb78b
[MIG] account_chart_update: Migration to 13.0
ernestotejeda Jan 17, 2020
e74f161
[FIX] account_chart_update: Clear caches before searching
pedrobaeza Jan 30, 2020
a6c38d8
Update translation files
oca-transbot Jan 30, 2020
c5db81b
pre-commit update
OCA-git-bot Mar 14, 2020
2b159ba
[FIX+IMP] account_chart_update: Create taxes in batch
pedrobaeza Mar 17, 2020
1980096
[FIX+IMP] account_chart_update: Add consistency method
pedrobaeza Mar 17, 2020
8cace92
[13.0][FIX] account_chart_update: Remove @api.multi
ps-tubtim Mar 24, 2020
9007854
account_chart_update 13.0.1.0.3
OCA-git-bot Mar 24, 2020
49aa51f
Update translation files
oca-transbot Mar 24, 2020
30e57be
[IMP] account_chart_update: Search for real XML-IDs only
pedrobaeza Mar 24, 2020
44387ba
Update translation files
oca-transbot Aug 16, 2020
c8977be
[13.0][FIX]account_chart_update inactive taxes false positives
luc-demeyer Sep 7, 2020
107ad97
account_chart_update 13.0.1.0.5
OCA-git-bot Oct 22, 2020
28c30f5
[13.0][IMP] account_chart_update: black, isort, prettier
Reyes4711-S73 Mar 8, 2021
ba2a26b
[14.0][MIG] account_chart_update: Migration to 14.0
Reyes4711-S73 Mar 8, 2021
78fb96e
[FIX] account_chart_update: ignore template fields that do not exist …
luc-demeyer Oct 31, 2020
fd31383
[13.0][FIX]account_chart_update refactor tax update
luc-demeyer Sep 15, 2020
48d98bd
[IMP] account_chart_update: update tests
DonatasV Oct 15, 2021
1f73281
[FIX] account_chart_update: cash_basis_base_account_id no longer exists
pedrobaeza Feb 10, 2022
f654f0f
Update translation files
oca-transbot Feb 10, 2022
4566e61
[FIX] account_chart_update: Warning -> UserError
MiquelRForgeFlow Feb 11, 2022
76228fa
[FIX] account_loan: post() -> action_post()
MiquelRForgeFlow Feb 11, 2022
88ce92b
account_chart_update 14.0.2.0.2
OCA-git-bot Feb 15, 2022
1e53b60
Standard migration
flachica Feb 23, 2022
69b22e7
[FIX] account_chart_update: do not match twice the same repartition line
LoisRForgeFlow Mar 24, 2022
0403673
Migration and some fixes:
flachica Feb 23, 2022
d85aee1
[UPD] Update account_chart_update.pot
May 3, 2022
302d0d9
[UPD] README.rst
OCA-git-bot May 3, 2022
8117f11
account_chart_update 15.0.1.0.1
OCA-git-bot May 3, 2022
7e8da9d
Translated using Weblate (Spanish (Argentina))
ibuioli May 6, 2022
2d0ca3b
Translated using Weblate (Spanish (Argentina))
ibuioli May 7, 2022
78484e0
Translated using Weblate (Spanish (Argentina))
ibuioli May 18, 2022
da313f0
[15.0][FIX] account_chart_update: do not browse rep_line in _update_t…
manuelregidor Jun 1, 2022
4f26ea1
account_chart_update 15.0.1.0.2
OCA-git-bot Jun 2, 2022
e0ef606
[FIX] account_chart_update: Incorrect call in find account method
pedrobaeza Aug 2, 2022
f000c59
account_chart_update 15.0.1.0.3
OCA-git-bot Aug 3, 2022
102cba7
[IMP] account_chart_update: improve extensibility
LoisRForgeFlow Oct 24, 2022
528c0bb
Translated using Weblate (Spanish)
yajo Dec 23, 2022
2fc5ad4
[FIX] account_chart_update: responsive views
yajo Jan 2, 2023
2c80fbe
[FIX] account_chart_update: false positive detecting diff on Html fields
yajo Jan 11, 2023
617d518
[IMP] account_chart_update: reduce permissions
yajo Jan 11, 2023
d82fe8b
[UPD] README.rst
OCA-git-bot Jan 12, 2023
ea1f2f9
account_chart_update 15.0.1.0.4
OCA-git-bot Jan 12, 2023
d4ff6d7
account_chart_update 15.0.1.1.0
OCA-git-bot Jan 13, 2023
563a5ee
account_chart_update 15.0.1.2.0
OCA-git-bot Jan 16, 2023
373ae05
[MIG] account_chart_update: Migration to 16.0
ljsalvatierra-factorlibre Jan 18, 2023
6c86101
[UPD] Update account_chart_update.pot
Feb 2, 2023
bd63bd9
[UPD] README.rst
OCA-git-bot Feb 2, 2023
116314d
account_chart_update 16.0.1.0.1
OCA-git-bot Feb 2, 2023
6cdb81a
Update translation files
weblate Feb 2, 2023
bce7e50
Translated using Weblate (Croatian)
badbole Feb 11, 2023
7efa0cc
Translated using Weblate (Croatian)
badbole Feb 16, 2023
d41f046
Translated using Weblate (Italian)
mymage Mar 23, 2023
4c8d8cf
Translated using Weblate (Croatian)
badbole Apr 3, 2023
866d7cd
Translated using Weblate (Italian)
mymage Apr 10, 2023
406b649
Translated using Weblate (Slovenian)
sysadminmatmoz Apr 11, 2023
92bc3ab
Translated using Weblate (Slovenian)
sysadminmatmoz Apr 12, 2023
56f1015
Translated using Weblate (Spanish)
Gelo-fl Apr 14, 2023
6263928
Translated using Weblate (Italian)
mymage Jun 8, 2023
9fdb524
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 12, 2023
d5eae53
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jul 1, 2023
e2e8c47
[FIX] account_chart_update: do not repartion in groups + do append Fa…
LoisRForgeFlow Apr 12, 2022
6f426ce
account_chart_update 16.0.1.0.2
OCA-git-bot Jul 12, 2023
6fb2c99
[IMP] account_chart_update: Update account groups too
etobella Mar 17, 2023
1e1592e
[IMP] account_chart_update: Create account groups in batch
pedrobaeza Jul 7, 2023
5096605
[UPD] Update account_chart_update.pot
Aug 3, 2023
bc4ff1b
account_chart_update 16.0.2.0.0
OCA-git-bot Aug 3, 2023
84ba856
Update translation files
weblate Aug 3, 2023
b06246b
[FIX][account_chart_update] Remove account tax browsing since already…
Camille0907 Aug 3, 2023
20cd760
account_chart_update 16.0.2.0.1
OCA-git-bot Aug 8, 2023
eac3e34
[FIX+IMP] account_chart_update: Don't depend on l10n_generic_coa + Tr…
pedrobaeza Aug 10, 2023
a4a0abb
account_chart_update 16.0.2.0.2
OCA-git-bot Aug 10, 2023
187c180
Translated using Weblate (Spanish)
Ivorra78 Aug 21, 2023
d72f20c
[UPD] README.rst
OCA-git-bot Sep 3, 2023
64af919
[FIX] wizard_chart_update.py
RemiFr82 Nov 24, 2023
740bddb
[BOT] post-merge updates
OCA-git-bot Nov 24, 2023
a6c689d
Translated using Weblate (Spanish (Argentina))
ibuioli Dec 10, 2023
7c63354
Translated using Weblate (Portuguese (Brazil))
adrianojprado Dec 28, 2023
8746381
Translated using Weblate (Swedish)
jakobkrabbe Feb 27, 2024
1fb38ff
Translated using Weblate (Portuguese (Brazil))
May 22, 2024
9eea535
[IMP] account_chart_update: pre-commit execution
dreispt May 24, 2024
ed80e25
[MIG] account_chart_update: Migration to 17.0
dreispt May 24, 2024
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123 changes: 123 additions & 0 deletions account_chart_update/README.rst
Original file line number Diff line number Diff line change
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===========================================================
Detect changes and update the Account Chart from a template
===========================================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:6c1ea51f276d0f6d8ed58caf50f25d6f8a54e0ca36886019626be501ac42cb8a
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/17.0/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-17-0/account-financial-tools-17-0-account_chart_update
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=17.0
:alt: Try me on Runboat

|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 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

- Jacques-Etienne Baudoux <[email protected]>
- Sylvain Van Hoof <[email protected]>
- Nacho Muñoz <[email protected]>
- Alberto Martín - Guadaltech <[email protected]>
- Fernando La Chica - GreenIce <[email protected]>
- 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/17.0/account_chart_update>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_chart_update/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
from . import wizard
22 changes: 22 additions & 0 deletions account_chart_update/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,22 @@
# Copyright 2016 Jairo Llopis <[email protected]>
# Copyright 2016 Jacques-Etienne Baudoux <[email protected]>
# Copyright 2016 Sylvain Van Hoof <[email protected]>
# Copyright 2015-2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Detect changes and update the Account Chart from a template",
"summary": "Wizard to update a company's account chart from a template",
"version": "17.0.1.0.0",
"author": "Tecnativa, BCIM, Okia, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-financial-tools",
"depends": ["account"],
"category": "Accounting",
"license": "AGPL-3",
"data": [
"security/ir.model.access.csv",
"wizard/wizard_chart_update_view.xml",
"views/account_config_settings_view.xml",
],
"installable": True,
}
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