[MIG] account_chart_update: Migration to 18.0

OCA · Mar 4, 2025 · dbc5943 · dbc5943
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diff --git a/account_chart_update/README.rst b/account_chart_update/README.rst
@@ -17,13 +17,13 @@ Detect changes and update the Account Chart from a template
     :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
+    :target: https://github.com/OCA/account-financial-tools/tree/18.0/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
+    :target: https://translation.odoo-community.org/projects/account-financial-tools-18-0/account-financial-tools-18-0-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
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=18.0
     :alt: Try me on Runboat
 
 |badge1| |badge2| |badge3| |badge4| |badge5|
@@ -34,12 +34,12 @@ 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.
+-  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**
 
@@ -61,19 +61,19 @@ 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?
+-  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**>`_.
+`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.
 
@@ -90,23 +90,23 @@ Authors
 Contributors
 ------------
 
-- `Tecnativa <https://www.tecnativa.com>`__:
+-  `Tecnativa <https://www.tecnativa.com>`__:
 
-  - Pedro M. Baeza
-  - Ernesto Tejeda
-  - Víctor Martínez
+   -  Pedro M. Baeza
+   -  Ernesto Tejeda
+   -  Víctor Martínez
 
-- 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>`__:
+-  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
+   -  Luis J. Salvatierra
 
-- Daniel Reis (dreis@opensourceintegrators.com)
+-  Daniel Reis (dreis@opensourceintegrators.com)
 
 Maintainers
 -----------
@@ -121,6 +121,6 @@ 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.
+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.
diff --git a/account_chart_update/__manifest__.py b/account_chart_update/__manifest__.py
@@ -7,7 +7,7 @@
 {
     "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",
+    "version": "18.0.1.0.0",
     "author": "Tecnativa, BCIM, Okia, Odoo Community Association (OCA)",
     "website": "https://github.com/OCA/account-financial-tools",
     "depends": ["account"],

diff --git a/account_chart_update/static/description/index.html b/account_chart_update/static/description/index.html
@@ -369,7 +369,7 @@ <h1 class="title">Detect changes and update the Account Chart from a template</h
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:4b9ad640a2561ddbe28d1e7f433424bd1d430e783546e974aac1a84f8f33e1da
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<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/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/17.0/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-17-0/account-financial-tools-17-0-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=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<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/licence-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>
@@ -421,7 +421,7 @@ <h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
 <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:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<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">
@@ -465,7 +465,7 @@ <h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
 <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/17.0/account_chart_update">OCA/account-financial-tools</a> project on GitHub.</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>
 </div>
 </div>

diff --git a/account_chart_update/tests/test_account_chart_update.py b/account_chart_update/tests/test_account_chart_update.py
@@ -2,6 +2,7 @@
 # Copyright 2024 Tecnativa - Víctor Martínez
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
+import json
 import logging
 
 from odoo.tests import tagged
@@ -29,6 +30,7 @@ def test_chart_update_01(self):
         self.assertNotEqual(field.display_name, expected_name)
         # Test no changes
         self.assertEqual(wizard.state, "ready")
+        wizard.account_ids.unlink()
         self.assertFalse(wizard.tax_ids)
         self.assertFalse(wizard.account_ids)
         self.assertFalse(wizard.fiscal_position_ids)
@@ -49,15 +51,63 @@ def test_chart_update_01(self):
         self.assertFalse(wizard.fiscal_position_ids)
         # We delete the existing records so that they appear "to be created".
         domain = [("company_id", "=", self.company.id)]
-        ip = self.env["ir.property"].sudo()
+        domain_account = [("company_ids", "in", self.company.ids)]
+        # Before deleting taxes, delete the references in the models.
+        self.env.cr.execute("DELETE FROM account_reconcile_model_line_account_tax_rel")
         self.env["account.tax"].search(domain).unlink()
-        accounts = self.env["account.account"].search(domain)
-        values = [f"account.account,{a_id}" for a_id in accounts.ids]
-        ip.search([("value_reference", "in", values)]).unlink()
         journals = self.env["account.journal"].search(domain)
-        values = [f"account.journal,{j_id}" for j_id in journals.ids]
-        ip.search([("value_reference", "in", values)]).unlink()
+        for model_field in self.env["ir.model.fields"].search(
+            [
+                ("relation", "=", "account.journal"),
+                ("store", "=", True),
+                ("company_dependent", "=", True),
+            ]
+        ):
+            field_name = model_field.name
+            model = model_field.model_id.model
+            records = self.env[model].search([(field_name, "in", journals.ids)])
+            sub_ids_json_text = tuple(json.dumps(rec.id) for rec in journals)
+            defaults = (
+                self.env["ir.default"]
+                .sudo()
+                .search(
+                    [
+                        ("field_id", "=", model_field.id),
+                        ("json_value", "in", sub_ids_json_text),
+                    ]
+                )
+            )
+            if defaults:
+                defaults.unlink()
+            if records:
+                records.with_company(self.company).write({field_name: False})
         journals.unlink()
+        accounts = self.env["account.account"].search(domain_account)
+        for model_field in self.env["ir.model.fields"].search(
+            [
+                ("relation", "=", "account.account"),
+                ("store", "=", True),
+                ("company_dependent", "=", True),
+            ]
+        ):
+            field_name = model_field.name
+            model = model_field.model_id.model
+            records = self.env[model].search([(field_name, "in", accounts.ids)])
+            sub_ids_json_text = tuple(json.dumps(rec.id) for rec in accounts)
+            defaults = (
+                self.env["ir.default"]
+                .sudo()
+                .search(
+                    [
+                        ("field_id", "=", model_field.id),
+                        ("json_value", "in", sub_ids_json_text),
+                    ]
+                )
+            )
+            if defaults:
+                defaults.unlink()
+            if records:
+                records.with_company(self.company).write({field_name: False})
         accounts.unlink()
         self.env["account.fiscal.position"].search(domain).unlink()
         self.env["account.group"].search(domain).unlink()
@@ -117,7 +167,9 @@ def test_chart_update_01(self):
         # Update objects
         new_account.name = "Account name (updated)"
         new_tax.name = "Tax name (updated)"
-        new_tax_group = self.env["account.tax.group"].create({"name": "Test 1"})
+        new_tax_group = self.env["account.tax.group"].create(
+            {"name": "Test 1", "country_id": new_tax.country_id.id}
+        )
         new_tax.tax_group_id = new_tax_group
         repartition = new_tax.repartition_line_ids.filtered(
             lambda r: r.repartition_type == "tax"
@@ -175,16 +227,16 @@ def test_chart_update_02(self):
         new_tax = self._get_record_for_xml_id(tax_data_key_0)
         new_tax.name = "Test 1 tax name changed"
         new_account = self._get_record_for_xml_id(account_data_key_0)
-        new_account.code = "200000"
+        new_account.code = "101000"
         wizard = self.wizard_obj.create(self.wizard_vals)
         wizard.action_find_records()
         self.assertEqual(wizard.tax_ids.update_tax_id, new_tax)
         self.assertEqual(wizard.tax_ids.type, "updated")
-        self.assertEqual(wizard.account_ids.update_account_id, new_account)
-        self.assertEqual(wizard.account_ids.type, "updated")
+        self.assertEqual(wizard.account_ids[0].update_account_id, new_account)
+        self.assertEqual(wizard.account_ids[0].type, "updated")
         wizard.action_update_records()
         self.assertEqual(wizard.updated_taxes, 1)
-        self.assertEqual(wizard.updated_accounts, 1)
+        self.assertEqual(wizard.updated_accounts, 44)
         self.assertEqual(new_tax.name, tax_data_0["name"])
         self.assertEqual(new_account.code, wizard.padded_code(account_data_0["code"]))
         # Test match by another field, there is no match by XML-ID

diff --git a/account_chart_update/wizard/wizard_chart_update.py b/account_chart_update/wizard/wizard_chart_update.py
@@ -522,7 +522,6 @@ def diff_fields(self, record_values, real):  # noqa: C901
                         record_value_lang = record_values[key_lang]
                         if record_value_lang != real_value_lang:
                             result[key_lang] = record_value_lang
-                # print(asass)
             elif record_value != real_value:
                 result[key] = record_value
         # __translation_module__
@@ -577,7 +576,12 @@ def _find_record_matching(self, model_name, xmlid, data):
         }
         company = self.company_id
         model = self.env[model_name]
-        company_domain = [("company_id", "=", company.id)]
+        if "company_id" in model._fields:
+            company_domain = [("company_id", "=", company.id)]
+        elif "company_ids" in model._fields:
+            company_domain = [("company_ids", "in", company.ids)]
+        else:
+            company_domain = []
         for matching in mapped_fields[model_name].sorted("sequence"):
             if matching.matching_value == "xml_id":
                 full_xmlid = (
@@ -606,7 +610,8 @@ def _find_record_matching(self, model_name, xmlid, data):
         return False
 
     def _get_external_id(self, record):
-        return record.get_external_id()[record.id]
+        external_ids = record.get_external_id()
+        return external_ids.get(record.id, False)
 
     @tools.ormcache("self", "record", "xml_id")
     def missing_xml_id(self, record, xml_id):
@@ -821,7 +826,8 @@ def _load_data(self, model, data):
             if isinstance(xml_id, int):
                 record = self.env[model].browse(xml_id)
             else:
-                xml_id = f"{('account.' + str(self.company_id.id) + '_') if '.' not in xml_id else ''}{xml_id}"
+                prefix = f"account.{self.company_id.id}_" if "." not in xml_id else ""
+                xml_id = f"{prefix}{xml_id}"
                 record = self.env.ref(xml_id)
             # Updatr translation vals
             for lang in langs:
@@ -848,7 +854,7 @@ def _update_taxes(self, t_data):
             tax = wiz_tax.update_tax_id
             if wiz_tax.type == "deleted":
                 tax.active = False
-                _logger.info(_("Deactivated tax %s."), "'%s'" % tax.name)
+                _logger.info(_("Deactivated tax %s."), tax.name)
                 continue
             xml_id = wiz_tax.xml_id
             key = tax.id or xml_id