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[17.0][MIG] account_chart_update: Migration to 17.0 #1989

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65cf4c0
[MIG]: account_char_update: Migration to version 7.0
percevaq Oct 1, 2013
ebf3ee1
[IMP] account_chart_update: Menu path to avoid needing multi-company …
Oct 15, 2013
5073317
[IMP] small improvement : calling reopen method in action_init + inde…
Oct 18, 2013
527f1c0
FIX: wrong dict passed in _update_accounts
yann-papouin Nov 27, 2013
65190ec
[IMP] attempt to match tax code on code if no match on name was found
sbidoul Jan 7, 2014
0b44890
[FIX] account_chart_update: Selection of operations to do now is work…
Mar 21, 2014
8737b96
Set all addons to uninstallable
nbessi Jun 30, 2014
c68b570
[MIG] account_chart_update: Migration to 8.0
adrienpeiffer Nov 27, 2014
1b62e64
[FIX+IMP] account_chart_update: Several things
sbidoul Dec 23, 2014
ffb380e
[IMP] account_chart_update: Whole refactoring
pedrobaeza Mar 28, 2015
7e57e41
[FIX+IMP] account_chart_update: Several things
Jun 5, 2015
3d5282a
[FIX] account_chart_update: Call mapping function instead of removed …
pedrobaeza Jun 19, 2015
0aa576c
[FIX][account-financial-tools] depends key is duplicated
Sep 17, 2015
2b98617
[FIX] account_chart_update: Don't write code on account update
pedrobaeza Jan 27, 2016
8a631b6
[FIX] Include acc templates from parent CoA templates
pablocm-aserti Feb 21, 2016
0df6082
[FIX] account_chart_update:
sbidoul Mar 21, 2016
fabb21a
[MIG][9.0][account_chart_update] Migrate.
yajo May 25, 2016
906740e
[FIX+IMP] account_chart_update: Fix fiscal position mapping + transla…
pedrobaeza Aug 14, 2017
2e9fca1
[MIG] account_chart_update: Migration to 10.0
Mar 14, 2017
322d0d2
[FIX] account_chart_update: Fetch account code digits correctly
pedrobaeza Nov 2, 2017
006a553
[MIG][ADD] i18n directly from 10.0
amcor Jun 13, 2018
e5828fd
[FIX] account_chart_update: Limit fiscal position search with same na…
MouTio Sep 18, 2018
df524dc
[FIX] account_chart_update: Don't cache recordsets
pedrobaeza Sep 18, 2018
e85463c
[FIX+IMP] account_chart_update: Major refactoring
pedrobaeza Sep 18, 2018
a6138fe
account_chart_update: copy inactive tax templates too
sbidoul Jul 9, 2018
07f54a4
[MIG] account_chart_update: Migration to 11.0
amcor Jun 13, 2018
1a14f9e
[MIG] account_chart_update: Additional needed changes
pedrobaeza Sep 21, 2018
752b503
[FIX] account_chart_update: Handle updated m2m correctly
pedrobaeza Sep 21, 2018
58bc4f4
[IMP] account_chart_update: Include field selection
pedrobaeza Sep 22, 2018
23662b7
Translated using Weblate (German)
tv-openbig Feb 25, 2019
b2a5531
account_chart_update: allows to set the matching value order
ernestotejeda Jan 29, 2019
563b661
account_chart_update: Fix number of updates and insertions in log
ernestotejeda Mar 12, 2019
9a85e78
[MIG] account_chart_update: Migration to 12.0
ernestotejeda Mar 15, 2019
449e413
Translated using Weblate (Spanish)
josepmy Jul 23, 2019
e02cf7f
Translated using Weblate (Croatian)
badbole Nov 12, 2019
bf4a8bb
[IMP] account_chart_update: black, isort
ernestotejeda Jan 8, 2020
fb9d6ea
[MIG] account_chart_update: Migration to 13.0
ernestotejeda Jan 17, 2020
935ede2
[FIX] account_chart_update: Clear caches before searching
pedrobaeza Jan 30, 2020
adac2ff
pre-commit update
OCA-git-bot Mar 14, 2020
c56f727
[FIX+IMP] account_chart_update: Create taxes in batch
pedrobaeza Mar 17, 2020
deaf2e6
[FIX+IMP] account_chart_update: Add consistency method
pedrobaeza Mar 17, 2020
741807c
[13.0][FIX] account_chart_update: Remove @api.multi
ps-tubtim Mar 24, 2020
ca7ead3
[IMP] account_chart_update: Search for real XML-IDs only
pedrobaeza Mar 24, 2020
1acc4d2
[13.0][FIX]account_chart_update inactive taxes false positives
luc-demeyer Sep 7, 2020
94f6410
[13.0][IMP] account_chart_update: black, isort, prettier
Reyes4711-S73 Mar 8, 2021
8debe34
[14.0][MIG] account_chart_update: Migration to 14.0
Reyes4711-S73 Mar 8, 2021
489ed95
[FIX] account_chart_update: ignore template fields that do not exist …
luc-demeyer Oct 31, 2020
808c618
[13.0][FIX]account_chart_update refactor tax update
luc-demeyer Sep 15, 2020
e653ff0
[IMP] account_chart_update: update tests
DonatasV Oct 15, 2021
7c5b4b5
[FIX] account_chart_update: cash_basis_base_account_id no longer exists
pedrobaeza Feb 10, 2022
b597f52
Update translation files
oca-transbot Feb 10, 2022
3835305
[FIX] account_chart_update: Warning -> UserError
MiquelRForgeFlow Feb 11, 2022
21835e0
[FIX] account_loan: post() -> action_post()
MiquelRForgeFlow Feb 11, 2022
18af6b7
Standard migration
flachica Feb 23, 2022
6b34af8
[FIX] account_chart_update: do not match twice the same repartition line
LoisRForgeFlow Mar 24, 2022
4d03e4e
Migration and some fixes:
flachica Feb 23, 2022
e7b47c5
Translated using Weblate (Spanish (Argentina))
ibuioli May 6, 2022
7da659a
[15.0][FIX] account_chart_update: do not browse rep_line in _update_t…
manuelregidor Jun 1, 2022
4c81faf
[FIX] account_chart_update: Incorrect call in find account method
pedrobaeza Aug 2, 2022
522fd56
[IMP] account_chart_update: improve extensibility
LoisRForgeFlow Oct 24, 2022
1a26f8f
Translated using Weblate (Spanish)
yajo Dec 23, 2022
b28c369
[FIX] account_chart_update: responsive views
yajo Jan 2, 2023
a33b428
[FIX] account_chart_update: false positive detecting diff on Html fields
yajo Jan 11, 2023
fd858c3
[IMP] account_chart_update: reduce permissions
yajo Jan 11, 2023
7cc4dbd
[MIG] account_chart_update: Migration to 16.0
ljsalvatierra-factorlibre Jan 18, 2023
35dae48
Translated using Weblate (Croatian)
badbole Feb 11, 2023
bdb834d
Translated using Weblate (Italian)
mymage Mar 23, 2023
8d57794
Translated using Weblate (Croatian)
badbole Apr 3, 2023
bcdc51a
Translated using Weblate (Italian)
mymage Apr 10, 2023
528e25c
Translated using Weblate (Slovenian)
sysadminmatmoz Apr 11, 2023
7f8c4a6
Translated using Weblate (Spanish)
Gelo-fl Apr 14, 2023
432c6e8
Translated using Weblate (Italian)
mymage Jun 8, 2023
b01da83
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 12, 2023
2bb1dd1
[FIX] account_chart_update: do not repartion in groups + do append Fa…
LoisRForgeFlow Apr 12, 2022
3d95df5
[IMP] account_chart_update: Update account groups too
etobella Mar 17, 2023
b8892a1
[IMP] account_chart_update: Create account groups in batch
pedrobaeza Jul 7, 2023
51c5206
[FIX][account_chart_update] Remove account tax browsing since already…
Camille0907 Aug 3, 2023
a3fa2dd
[FIX+IMP] account_chart_update: Don't depend on l10n_generic_coa + Tr…
pedrobaeza Aug 10, 2023
7cadfd7
Translated using Weblate (Spanish)
Ivorra78 Aug 21, 2023
c333de3
[FIX] wizard_chart_update.py
RemiFr82 Nov 24, 2023
f591836
Translated using Weblate (Spanish (Argentina))
ibuioli Dec 10, 2023
a44a17d
Translated using Weblate (Portuguese (Brazil))
adrianojprado Dec 28, 2023
4d6c192
Translated using Weblate (Swedish)
jakobkrabbe Feb 27, 2024
2590e19
Translated using Weblate (Portuguese (Brazil))
May 22, 2024
159039e
[16.0][FIX] account_chart_update: prevent malformed xmlid during update
xAdrianCif Jul 19, 2024
cf32d62
[FIX] account_chart_update: fix _update_accounts when creating account
AnizR Oct 29, 2024
0eff6da
[16.0] account_chart_update - separate common data from actual tests
edlopen Oct 25, 2024
4eab1bd
[16.0][ADD] account_chart_update_multilang
edlopen Oct 25, 2024
f3b0fd7
[FIX] account_chart_update_multilang: hide default language in wizard…
edlopen Nov 7, 2024
1a1e0cd
[IMP] account_chart_update: pre-commit auto fixes
victoralmau Nov 18, 2024
67172c2
[MIG] account_chart_update: Migration to 17.0
dreispt May 24, 2024
18e6cfc
[MIG] account_chart_update: Finish migration
victoralmau Nov 18, 2024
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126 changes: 126 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. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:9988bf819371083db91d748bb3f41391e402477979cde8d32ff34ce07e86bc8e
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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
- Víctor Martínez

- 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

- Daniel Reis ([email protected])

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
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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
Original file line number Diff line number Diff line change
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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": "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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