Metadata-Version: 2.1
Name: odoo-addon-account_chart_update
Version: 18.0.2.0.0.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Wizard to update a company's account chart from a template
Home-page: https://github.com/OCA/account-financial-tools
License: AGPL-3
Author: Tecnativa, BCIM, Okia, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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===========================================================
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:%2018.0%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
  - Carlos Lopez

- Jacques-Etienne Baudoux <je@bcim.be>
- Sylvain Van Hoof <sylvain@okia.be>
- Nacho Muñoz <nacmuro@gmail.com>
- Alberto Martín - Guadaltech <alberto.martin@guadaltech.es>
- Fernando La Chica - GreenIce <fernandolachica@gmail.com>
- Jairo Llopis (https://www.moduon.team/)
- `Factor Libre <https://factorlibre.com>`__:

  - Luis J. Salvatierra

- Daniel Reis (dreis@opensourceintegrators.com)
- Joel Estrada (https://www.moduon.team/)

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/18.0/account_chart_update>`_ project on GitHub.

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