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<div class="document">
<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
</a>
<div class="section" id="detect-changes-and-update-the-account-chart-from-a-template">
<h1>Detect changes and update the Account Chart from a template</h1>
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<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/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/18.0/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-18-0/account-financial-tools-18-0-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://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-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="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#toc-entry-1">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>
</div>
<div class="section" id="known-issues-roadmap">
<h2><a class="toc-backref" href="#toc-entry-2">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>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-3">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 to smash 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:%2018.0%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>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-4">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-5">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
<li>BCIM</li>
<li>Okia</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-6">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>
<li>Víctor Martínez</li>
<li>Carlos Lopez</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>
<li>Daniel Reis (<a class="reference external" href="mailto:dreis&#64;opensourceintegrators.com">dreis&#64;opensourceintegrators.com</a>)</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-7">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/18.0/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>
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