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[16.0][MIG] account_chart_update: Migration to 16.0 #1555

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e9da8fe
[MIG]: account_char_update: Migration to version 7.0
percevaq Oct 1, 2013
dcfd81d
[IMP] account_chart_update: Menu path to avoid needing multi-company …
Oct 15, 2013
83c5c74
[IMP] small improvement : calling reopen method in action_init + inde…
Oct 18, 2013
f88d415
FIX: wrong dict passed in _update_accounts
yann-papouin Nov 27, 2013
3e5d4a1
[IMP] attempt to match tax code on code if no match on name was found
sbidoul Jan 7, 2014
e3de4cb
[FIX] account_chart_update: Selection of operations to do now is work…
Mar 21, 2014
35ff8d9
Set all addons to uninstallable
nbessi Jun 30, 2014
1f48ac7
[MIG] account_chart_update: Migration to 8.0
adrienpeiffer Nov 27, 2014
ef73f5a
[FIX+IMP] account_chart_update: Several things
sbidoul Dec 23, 2014
bc483a1
[IMP] account_chart_update: Whole refactoring
pedrobaeza Mar 28, 2015
317bb9f
[FIX+IMP] account_chart_update: Several things
Jun 5, 2015
f98233d
[FIX] account_chart_update: Call mapping function instead of removed …
pedrobaeza Jun 19, 2015
7d35cd2
[FIX][account-financial-tools] depends key is duplicated
Sep 17, 2015
a560d62
[FIX] account_chart_update: Don't write code on account update
pedrobaeza Jan 27, 2016
b09acad
[FIX] Include acc templates from parent CoA templates
pablocm-aserti Feb 21, 2016
4c5b816
[FIX] account_chart_update:
sbidoul Mar 21, 2016
88488fd
[MIG][9.0][account_chart_update] Migrate.
yajo May 25, 2016
fa34bca
[FIX+IMP] account_chart_update: Fix fiscal position mapping + transla…
pedrobaeza Aug 14, 2017
7093779
[MIG] account_chart_update: Migration to 10.0
Mar 14, 2017
cf714c1
[FIX] account_chart_update: Fetch account code digits correctly
pedrobaeza Nov 2, 2017
9b51612
[MIG][ADD] i18n directly from 10.0
amcor Jun 13, 2018
45e6aba
[FIX] account_chart_update: Limit fiscal position search with same na…
MouTio Sep 18, 2018
7c52e09
[FIX] account_chart_update: Don't cache recordsets
pedrobaeza Sep 18, 2018
f833ccd
[FIX+IMP] account_chart_update: Major refactoring
pedrobaeza Sep 18, 2018
4b597e4
account_chart_update: copy inactive tax templates too
sbidoul Jul 9, 2018
c564971
[MIG] account_chart_update: Migration to 11.0
amcor Jun 13, 2018
768276e
[MIG] account_chart_update: Additional needed changes
pedrobaeza Sep 21, 2018
e206a37
[FIX] account_chart_update: Handle updated m2m correctly
pedrobaeza Sep 21, 2018
9e63f90
[IMP] account_chart_update: Include field selection
pedrobaeza Sep 22, 2018
ad21402
Update translation files
oca-transbot Dec 9, 2018
0fc24c8
Translated using Weblate (German)
tv-openbig Feb 25, 2019
203c45b
account_chart_update: allows to set the matching value order
ernestotejeda Jan 29, 2019
7c03d64
account_chart_update: Fix number of updates and insertions in log
ernestotejeda Mar 12, 2019
a8a21d0
Update translation files
oca-transbot Mar 13, 2019
4bf18c8
[MIG] account_chart_update: Migration to 12.0
ernestotejeda Mar 15, 2019
3ba6476
Update translation files
oca-transbot May 20, 2019
a40c695
Translated using Weblate (Spanish)
josepmy Jul 23, 2019
14ff14c
Translated using Weblate (Croatian)
badbole Nov 12, 2019
2e7396b
[IMP] account_chart_update: black, isort
ernestotejeda Jan 8, 2020
f20f692
[MIG] account_chart_update: Migration to 13.0
ernestotejeda Jan 17, 2020
7f4622b
[FIX] account_chart_update: Clear caches before searching
pedrobaeza Jan 30, 2020
2d0280c
Update translation files
oca-transbot Jan 30, 2020
98fd1e8
pre-commit update
OCA-git-bot Mar 14, 2020
d8644c1
[FIX+IMP] account_chart_update: Create taxes in batch
pedrobaeza Mar 17, 2020
ad1b376
[FIX+IMP] account_chart_update: Add consistency method
pedrobaeza Mar 17, 2020
ac2034c
[13.0][FIX] account_chart_update: Remove @api.multi
ps-tubtim Mar 24, 2020
f99bac7
account_chart_update 13.0.1.0.3
OCA-git-bot Mar 24, 2020
9da7d54
Update translation files
oca-transbot Mar 24, 2020
2ec48c4
[IMP] account_chart_update: Search for real XML-IDs only
pedrobaeza Mar 24, 2020
796b056
Update translation files
oca-transbot Aug 16, 2020
5662dfe
[13.0][FIX]account_chart_update inactive taxes false positives
luc-demeyer Sep 7, 2020
94a6ddf
account_chart_update 13.0.1.0.5
OCA-git-bot Oct 22, 2020
45096c5
[13.0][IMP] account_chart_update: black, isort, prettier
Reyes4711-S73 Mar 8, 2021
d4094ef
[14.0][MIG] account_chart_update: Migration to 14.0
Reyes4711-S73 Mar 8, 2021
eefe80e
[FIX] account_chart_update: ignore template fields that do not exist …
luc-demeyer Oct 31, 2020
7a7f0f4
[13.0][FIX]account_chart_update refactor tax update
luc-demeyer Sep 15, 2020
7fbf1ab
[IMP] account_chart_update: update tests
DonatasV Oct 15, 2021
63435fb
[FIX] account_chart_update: cash_basis_base_account_id no longer exists
pedrobaeza Feb 10, 2022
945e735
Update translation files
oca-transbot Feb 10, 2022
320079d
[FIX] account_chart_update: Warning -> UserError
MiquelRForgeFlow Feb 11, 2022
8beac87
[FIX] account_loan: post() -> action_post()
MiquelRForgeFlow Feb 11, 2022
e9c8579
account_chart_update 14.0.2.0.2
OCA-git-bot Feb 15, 2022
3707eed
Standard migration
flachica Feb 23, 2022
236a764
[FIX] account_chart_update: do not match twice the same repartition line
LoisRForgeFlow Mar 24, 2022
7fa493c
Migration and some fixes:
flachica Feb 23, 2022
e4df8cf
[UPD] Update account_chart_update.pot
May 3, 2022
8eca2db
[UPD] README.rst
OCA-git-bot May 3, 2022
079a665
account_chart_update 15.0.1.0.1
OCA-git-bot May 3, 2022
53a7bc7
Translated using Weblate (Spanish (Argentina))
ibuioli May 6, 2022
8d72cc4
Translated using Weblate (Spanish (Argentina))
ibuioli May 7, 2022
45ad886
Translated using Weblate (Spanish (Argentina))
ibuioli May 18, 2022
b39b008
[15.0][FIX] account_chart_update: do not browse rep_line in _update_t…
manuelregidor Jun 1, 2022
be87808
account_chart_update 15.0.1.0.2
OCA-git-bot Jun 2, 2022
934e2e5
[FIX] account_chart_update: Incorrect call in find account method
pedrobaeza Aug 2, 2022
8172b71
account_chart_update 15.0.1.0.3
OCA-git-bot Aug 3, 2022
c630022
[IMP] account_chart_update: improve extensibility
LoisRForgeFlow Oct 24, 2022
fc7ec0b
Translated using Weblate (Spanish)
yajo Dec 23, 2022
bcef995
[FIX] account_chart_update: responsive views
yajo Jan 2, 2023
79bbd7c
[FIX] account_chart_update: false positive detecting diff on Html fields
yajo Jan 11, 2023
2edcf6c
[IMP] account_chart_update: reduce permissions
yajo Jan 11, 2023
fb02802
[UPD] README.rst
OCA-git-bot Jan 12, 2023
19efafc
account_chart_update 15.0.1.0.4
OCA-git-bot Jan 12, 2023
f7282df
account_chart_update 15.0.1.1.0
OCA-git-bot Jan 13, 2023
8c8b909
account_chart_update 15.0.1.2.0
OCA-git-bot Jan 16, 2023
663cb7e
[IMP] account_chart_update: pre-commit stuff
ljsalvatierra-factorlibre Jan 17, 2023
e515102
[MIG] account_chart_update: Migration to 16.0
ljsalvatierra-factorlibre Jan 18, 2023
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119 changes: 119 additions & 0 deletions account_chart_update/README.rst
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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. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/16.0/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-15-0/account-financial-tools-15-0-account_chart_update
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/92/16.0
:alt: Try me on Runbot

|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 smashing it by providing a detailed and welcomed
`feedback <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**>`_.

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/16.0/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
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# 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
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# 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": "16.0.1.0.0",
"author": "Tecnativa, BCIM, Okia, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-financial-tools",
"depends": ["account", "l10n_generic_coa"],
"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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