Detect changes and update the Account Chart from a template (account_chart_update)

TIP: You can type at any time to perform a new search.

Repository: OCA/account-financial-tools · module folder · Try on Runboat
Module version: 1.1.5
Category: Accounting
Folder size: 2.62 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/account-financial-tools
Last tracking update: 2026-08-07 09:06:24
Authors: Odoo Community Association (OCA), Tecnativa, BCIM, Okia
Maintainers: Odoo Community Association (OCA), Tecnativa, BCIM, Okia
Committers: Pedro M. Baeza, Jairo Llopis, Weblate, OCA-git-bot, Raf Ven, oca-ci, Andrii9090-tecnativa

Odoo dependencies

odoo/odoo:

- account

- base_setup

- base

- web

- onboarding

- product

- mail

- bus

- uom

- portal

- digest

Python dependencies

None

System dependencies

None

Required by

None

Description

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.

Code Analysis ⓘ

Views touched (2)

XML ID	Name	Model	Type	Status
`res_config_settings_view_form`	Open Account Chart Update Wizard 2	res.config.settings	form	Inherits account.res_config_settings_view_form
`view_update_multi_chart`	Update Chart of Accounts from a Chart Template	wizard.update.charts.accounts	form	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (14)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (3)

matching_value Selection
selection='_get_matching_selection'
sequence Integer
default=1 required=True
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (38)

account_field_ids Many2many → ir.model.fields
comodel_name='ir.model.fields' default=<expr> domain=<expr> relation='wizard_update_charts_account_fields_rel' string='Account fields'
account_group_field_ids Many2many → ir.model.fields
comodel_name='ir.model.fields' default=<expr> domain=<expr> relation='wizard_update_charts_account_group_fields_rel' string='Account groups fields'
account_group_ids One2many → wizard.update.charts.accounts.account.group
comodel_name='wizard.update.charts.accounts.account.group' inverse_name='update_chart_wizard_id' string='Account Groups'
account_group_matching_ids One2many → wizard.account.group.matching
comodel_name='wizard.account.group.matching' default=<expr> inverse_name='update_chart_wizard_id' string='Account groups matching'
account_ids One2many → wizard.update.charts.accounts.account
comodel_name='wizard.update.charts.accounts.account' inverse_name='update_chart_wizard_id' string='Accounts'
account_matching_ids One2many → wizard.account.matching
comodel_name='wizard.account.matching' default=<expr> inverse_name='update_chart_wizard_id' string='Accounts matching'
chart_template Selection
required=True selection='_chart_template_selection'
code_digits Integer
company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True string='Company'
deleted_taxes Integer
compute='_compute_deleted_taxes_count' string='Deactivated taxes'
fiscal_position_ids One2many → wizard.update.charts.accounts.fiscal.position
comodel_name='wizard.update.charts.accounts.fiscal.position' inverse_name='update_chart_wizard_id' string='Fiscal positions'
fp_field_ids Many2many → ir.model.fields
comodel_name='ir.model.fields' default=<expr> domain=<expr> relation='wizard_update_charts_fp_fields_rel' string='Fiscal position fields'
fp_matching_ids One2many → wizard.fp.matching
comodel_name='wizard.fp.matching' default=<expr> inverse_name='update_chart_wizard_id' string='Fiscal positions matching'
log Text
readonly=True string='Messages and Errors'
new_account_groups Integer
compute='_compute_new_account_groups_count'
new_accounts Integer
compute='_compute_new_accounts_count'
new_fps Integer
compute='_compute_new_fps_count' string='New fiscal positions'
new_tax_groups Integer
compute='_compute_new_tax_group_count'
new_taxes Integer
compute='_compute_new_taxes_count'
rejected_new_account_number Integer
rejected_updated_account_number Integer
state Selection
default='init' readonly=True selection=[('init', 'Configuration'), ('ready', 'Select records to update'), ('done', 'Wizard completed')] string='Status'
tax_field_ids Many2many → ir.model.fields
comodel_name='ir.model.fields' default=<expr> domain=<expr> relation='wizard_update_charts_tax_fields_rel' string='Tax fields'
tax_group_field_ids Many2many → ir.model.fields
comodel_name='ir.model.fields' default=<expr> domain=<expr> relation='wizard_update_charts_tax_group_fields_rel' string='Tax group fields'
tax_group_ids One2many → wizard.update.charts.accounts.tax.group
comodel_name='wizard.update.charts.accounts.tax.group' inverse_name='update_chart_wizard_id' string='Taxe Groups'
tax_group_matching_ids One2many → wizard.tax.group.matching
comodel_name='wizard.tax.group.matching' default=<expr> inverse_name='update_chart_wizard_id' string='Tax goups matching'
tax_ids One2many → wizard.update.charts.accounts.tax
comodel_name='wizard.update.charts.accounts.tax' inverse_name='update_chart_wizard_id' string='Taxes'
tax_matching_ids One2many → wizard.tax.matching
comodel_name='wizard.tax.matching' default=<expr> inverse_name='update_chart_wizard_id' string='Taxes matching'
update_account Boolean
default=True help='Existing accounts are updated. Accounts are searched by code.' string='Update accounts'
update_account_group Boolean
default=True help='Existing account groups are updated. Account groups are searched by prefix_code_start.' string='Update account groups'
update_fiscal_position Boolean
default=True help='Existing fiscal positions are updated. Fiscal positions are searched by name.' string='Update fiscal positions'
update_tax Boolean
default=True help='Existing taxes are updated. Taxes are searched by name.' string='Update taxes'
update_tax_group Boolean
default=True help='Existing tax groups are updated. Tax group are searched by name.' string='Update tax groups'
updated_account_groups Integer
compute='_compute_updated_account_groups_count'
updated_accounts Integer
compute='_compute_updated_accounts_count'
updated_fps Integer
compute='_compute_updated_fps_count' string='Updated fiscal positions'
updated_tax_groups Integer
compute='_compute_updated_tax_groups_count'
updated_taxes Integer
compute='_compute_updated_taxes_count'

Public methods (11)

action_find_records(self)
Searchs for records to update/create and shows them.
action_init(self)
Initial action that sets the initial state.
action_update_records(self)
Action that creates/updates/deletes the selected elements.
diff_fields(self, record_values, real)
@api.model

Get fields that are different in record values and real records. :param odoo.models.Model record_values: Record values values. :param odoo.models.Model real: Real record. :return dict: Fields that are different in both records, and the expected value.
diff_notes(self, record_values, real)
@api.model

Get notes for humans on why this record is going to be updated. Shows each differing field with a concise "actual → expected" detail so the user can audit the proposed change before accepting it.
fields_to_ignore(self, name)
@api.model@tools.ormcache('name')

Get fields that will not be used when checking differences. :param str name: The name of the template model. :return set: Fields to ignore in diff.
get_default_unchecked_fields(self, name)
@api.model

Get fields that should be unchecked by default for a given model. :param str name: The name of the template model. :return set: Fields to uncheck by default.
get_uncheck_fields_domain(self, name)
missing_xml_id(self, record, xml_id)
padded_code(self, code)
@api.model@tools.ormcache('code')

Return a right-zero-padded code with the chosen digits. Similar to what is done in the _pre_load_data() method of chart.template
recreate_xml_id(self, record, xml_id)
Recreate the xml_id if it is different than expected, otherwise chart.template won't do it correctly.

New fields (5)

notes Text
readonly=True
type Selection
readonly=False selection=[('new', 'New account'), ('updated', 'Updated account')]
update_account_id Many2one → account.account
comodel_name='account.account' ondelete='set null' required=False string='Account to update'
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'
xml_id Char

Public methods (0)

No public methods.

New fields (5)

notes Text
readonly=True
type Selection
readonly=False selection=[('new', 'New account group'), ('updated', 'Updated accoung group')]
update_account_group_id Many2one → account.group
comodel_name='account.group' ondelete='set null' required=False string='Account group to update'
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'
xml_id Char

Public methods (0)

No public methods.

New fields (5)

notes Text
readonly=True
type Selection
readonly=False selection=[('new', 'New fiscal position'), ('updated', 'Updated fiscal position')]
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'
update_fiscal_position_id Many2one → account.fiscal.position
comodel_name='account.fiscal.position' ondelete='set null' required=False string='Fiscal position to update'
xml_id Char

Public methods (0)

No public methods.

New fields (6)

notes Text
readonly=True
type Selection
readonly=False selection=[('new', 'New tax'), ('updated', 'Updated tax'), ('deleted', 'Tax to deactivate')]
type_tax_use Selection
readonly=True selection='_get_account_tax_type_tax_uses'
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'
update_tax_id Many2one → account.tax
comodel_name='account.tax' ondelete='set null' required=False string='Tax to update'
xml_id Char

Public methods (0)

No public methods.

New fields (5)

notes Text
readonly=True
type Selection
readonly=False selection=[('new', 'New tax group'), ('updated', 'Updated tax group')]
update_chart_wizard_id Many2one → wizard.update.charts.accounts
comodel_name='wizard.update.charts.accounts' ondelete='cascade' required=True string='Update chart wizard'
update_tax_group_id Many2one → account.tax.group
comodel_name='account.tax.group' ondelete='set null' required=False string='Tax group to update'
xml_id Char

Public methods (0)

No public methods.

Loading…

Code Analysis ⓘ

Views touched (2)

HTTP endpoints (0)

Models touched (14)

account.chart.template Extends AbstractModel 0 fields 0 methods AccountChartTemplate · inherits account.chart.template

ir.model.fields Extends Model 0 fields 0 methods IrModelFields · inherits ir.model.fields

wizard.account.group.matching New model TransientModel 0 fields 0 methods WizardAccountGroupMatching · inherits wizard.matching · Wizard Account Group Matching

wizard.account.matching New model TransientModel 0 fields 0 methods WizardAccountMatching · inherits wizard.matching · Wizard Account Matching

wizard.fp.matching New model TransientModel 0 fields 0 methods WizardFpMatching · inherits wizard.matching · Wizard Fiscal Position Matching

wizard.matching New model TransientModel 3 fields 0 methods WizardMatching · Wizard Matching

wizard.tax.group.matching New model TransientModel 0 fields 0 methods WizardTaxGroupMatching · inherits wizard.matching · Wizard Tax Group Matching

wizard.tax.matching New model TransientModel 0 fields 0 methods WizardTaxMatching · inherits wizard.matching · Wizard Tax Matching

wizard.update.charts.accounts New model TransientModel 38 fields 11 methods WizardUpdateChartsAccounts · Wizard Update Charts Accounts

wizard.update.charts.accounts.account New model TransientModel 5 fields 0 methods WizardUpdateChartsAccountsAccount · Account that needs to be updated (new or updated in the template).

wizard.update.charts.accounts.account.group New model TransientModel 5 fields 0 methods WizardUpdateChartsAccountsAccountGroup · Account group that needs to be updated (new or updated in the template).

wizard.update.charts.accounts.fiscal.position New model TransientModel 5 fields 0 methods WizardUpdateChartsAccountsFiscalPosition · Fiscal position that needs to be updated (new or updated in the template).

wizard.update.charts.accounts.tax New model TransientModel 6 fields 0 methods WizardUpdateChartsAccountsTax · Tax that needs to be updated (new or updated in the template).

wizard.update.charts.accounts.tax.group New model TransientModel 5 fields 0 methods WizardUpdateChartsAccountsTaxGroup · Tax group that needs to be updated (new or updated in the template).