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2444ffe
[REF] Rename module l10n_br_coa_generic
luismalta Jun 17, 2020
94c5ec8
[FIX] Module information
mileo Jun 20, 2020
2e4e710
[REF] Rename coa external id
mileo Jun 20, 2020
3638ebf
[FIX] l10n_br_cfc_generic -> l10n_br_coa_generic
mileo Jun 20, 2020
e2180cd
[REF] Rename coa accounts external id
mileo Jun 20, 2020
775aca0
[UPD] Update l10n_br_coa_generic.pot
oca-travis Jun 20, 2020
8473e62
[ADD] l10n_br_coa_generic demo
renatonlima Aug 24, 2020
1cd2731
[FIX] l10n_br_coa_generic setting chart properties
renatonlima Aug 24, 2020
4cebdd9
[REF] load COA for demo using hook
renatonlima Aug 26, 2020
794c8f0
[FIX] l10n_br_coa_generic: Use admin user to create COA
renatonlima Aug 27, 2020
3ef5b89
[REF] Adapting l10n_br_coa_generic to use l10n_br_coa as parent
renatonlima Aug 27, 2020
eecd396
[REF] rename file names
renatonlima Aug 27, 2020
02f9fb5
[ADD] ir.properties for account template
renatonlima Sep 2, 2020
ae34379
[REF] l10n_br_coa_generic: Removed l10n_br_base dependency
renatonlima Sep 2, 2020
e9297ea
[REF] l10n_br_coa_simple: Removed l10n_br_base dependency
renatonlima Sep 2, 2020
bd60646
[UPD] README.rst
OCA-git-bot Sep 16, 2020
823ad8f
l10n_br_coa_generic 12.0.2.0.0
OCA-git-bot Sep 16, 2020
682b94f
[REF] Re-classificate accounts of l10n_br_coa_generic
mileo Oct 8, 2020
734b414
[FIX] account template generic
mileo Oct 8, 2020
270a6a5
l10n_br_coa_generic 12.0.2.1.0
OCA-git-bot Oct 25, 2020
dc4f332
Added translation using Weblate (Portuguese (Brazil))
marcelsavegnago Dec 18, 2020
0ade433
[REF] create xml id for account.journal
renatonlima Feb 5, 2021
5e8305f
l10n_br_coa_generic: Check flag to allows cancel account journal entries
renatonlima Mar 2, 2021
aa379e6
l10n_br_coa_generic 12.0.2.2.0
OCA-git-bot Mar 2, 2021
4850780
[REF] Review generic coa groups
bmessiaz May 6, 2021
dde443c
[REF] Review generic coa accounts
bmessiaz May 6, 2021
0551971
[REF] Update documentation version 12.1.0.0.0
bmessiaz May 6, 2021
7686530
[FIX] Coa generic structure of accounts
bmessiaz May 7, 2021
6a015a2
[IMP] Account Tax group reference
bmessiaz May 7, 2021
bb45068
[FIX] Account Tamplate column ID in .csv file
bmessiaz May 7, 2021
9a4cca2
[FIX] Change to default xml format account group file
bmessiaz May 7, 2021
810328f
[FIX] Corrent digits numbers in parent account
bmessiaz May 7, 2021
cb18285
[FIX] l10n_br_coa_generic
mileo May 8, 2021
6d13974
[UPD] README.rst
OCA-git-bot May 10, 2021
57c5a66
l10n_br_coa_generic 12.0.4.0.0
OCA-git-bot May 10, 2021
84e1995
[FIX] Compensation Account Type
mileo May 12, 2021
9910ad3
l10n_br_coa_generic 12.0.4.1.0
OCA-git-bot May 12, 2021
61fc7e7
lint: sed -i 's/assertEquals/assertEqual/g'
rvalyi May 25, 2021
81db899
[REF] Standard OCA website l10n_br_coa_generic
mileo May 30, 2021
3e98c9d
[IMP] l10n_br_coa_generic: black, isort, prettier
rvalyi Jul 31, 2021
c503685
[MIG] l10n_br_coa_generic: Migration to 13.0
rvalyi Aug 19, 2021
75d3612
[REF] maintainers + dev status + desc
rvalyi Aug 23, 2021
5e3f58e
[MIG] l10n_br_coa_generic: Migration to 14.0
rvalyi Aug 24, 2021
de1e127
[REF] changed the way the standard tax accounting accounts are stored…
antoniospneto Aug 30, 2021
2d19e8b
[UPD] Update l10n_br_coa_generic.pot
oca-travis Sep 11, 2021
4060ce9
[UPD] README.rst
OCA-git-bot Sep 11, 2021
050e507
l10n_br_coa_generic 14.0.2.0.0
OCA-git-bot Sep 11, 2021
bf4ccdf
[FIX] Parameter 'report' removed from tools.covert_file .
mbcosta Sep 23, 2021
4f708f7
pylint:disable=file-not-used
rvalyi Mar 18, 2022
55ea8e8
l10n_br_coa_generic 14.0.2.1.0
OCA-git-bot Mar 20, 2022
637790a
[NEW] POS Control default account coa generic
mileo Aug 28, 2022
3316b02
l10n_br_coa_generic 14.0.2.2.0
OCA-git-bot Aug 29, 2022
73df65e
[REF] do not import tests l10n_br_coa_generic
mileo Oct 21, 2022
46f1407
l10n_br_coa_generic 14.0.2.2.1
OCA-git-bot Oct 22, 2022
017e5b2
[MIG] l10n_br_coa_generic: Migration to 15.0
rvalyi Feb 3, 2023
ed81d95
[UPD] Update l10n_br_coa_generic.pot
Feb 4, 2023
e83b1a6
[UPD] README.rst
OCA-git-bot Feb 4, 2023
8255de6
Update translation files
weblate Feb 4, 2023
b863b50
[MIG] l10n_br_coa_generic: Migration to 16.0
rvalyi Feb 6, 2023
308870f
[UPD] Update l10n_br_coa_generic.pot
Feb 28, 2023
24c75e5
[UPD] README.rst
OCA-git-bot Feb 28, 2023
cdcca45
[UPD] README.rst
OCA-git-bot Sep 3, 2023
18c263b
[REF] fix demo data loading
rvalyi Jul 8, 2023
d75d252
[REF] simplify CoA hook
rvalyi Jul 8, 2023
ce8be83
[IMP] use_anglo_saxon in l10n_br_coa_generic
rvalyi Aug 12, 2021
8ca3016
[FIX] move adiantamentos from 1.1.3 to 1.1.4
DiegoParadeda Aug 30, 2023
04099d1
[FIX] move stock accounts from 1.1.9 to 1.1.3
DiegoParadeda Aug 30, 2023
8c30fc5
[ADD] stock interim accounts
DiegoParadeda Aug 31, 2023
840d76d
[FIX] adto accounts numeration
DiegoParadeda Aug 31, 2023
5f263fc
[FIX] fix IPI dedutivel accounts
rvalyi Jul 6, 2023
af5ed9c
[WIP] l10n_br_coa_generic: Duplicate xml record id, necessary by incl…
mbcosta Oct 30, 2023
baa89aa
[BOT] post-merge updates
OCA-git-bot Nov 27, 2023
44fa186
[IMP] l10n_br_coa_generic: add missing tax account
marcelsavegnago Jan 11, 2024
29b7505
[IMP] l10n_br_coa_generic: add others account.tax.group.account.template
marcelsavegnago Dec 20, 2023
bd72b25
[BOT] post-merge updates
OCA-git-bot Jan 24, 2024
227369f
[RFC] l10n_br_coa_generic: refactor withholding tax
marcelsavegnago Apr 4, 2024
85df6be
[BOT] post-merge updates
OCA-git-bot Apr 18, 2024
76af0ae
[FIX][l10n_br_coa_generic] expense
mileo May 14, 2024
6c33923
[BOT] post-merge updates
OCA-git-bot May 15, 2024
f99bac1
copier update repository
antoniospneto Sep 4, 2024
c9b6804
[BOT] post-merge updates
OCA-git-bot Sep 5, 2024
1398b7d
[DON'T MERGE] test-requirements.txt
marcelsavegnago Apr 29, 2025
5471d87
[MIG] l10n_br_coa_generic: Migration to 17.0
marcelsavegnago Apr 29, 2025
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167 changes: 167 additions & 0 deletions l10n_br_coa_generic/README.rst
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==============================================
Plano de Contas para empresas do Regime normal
==============================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:619338e92e857b0a908cba07b4fe8998dea9acb64dcfbf1d451822482986fd5a
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |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%2Fl10n--brazil-lightgray.png?logo=github
:target: https://github.com/OCA/l10n-brazil/tree/17.0/l10n_br_coa_generic
:alt: OCA/l10n-brazil
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/l10n-brazil-17-0/l10n-brazil-17-0-l10n_br_coa_generic
: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/l10n-brazil&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Plano de Contas Genérico para Empresas do Regime normal
-------------------------------------------------------

O modelo de plano de contas apresentado neste módulo adere às
características de “simplificação” preconizadas no Estatuto Nacional da
Microempresa e Empresa de Pequeno Porte, foi elaborada com base na
legislação societária prevista nas Leis no 6.404/76 e 11.638/07,e visa
tão-somente apresentar uma base para orientar a elaboração do Plano de
cada empresa, respeitando suas características e especificidades.

O modelo proposto aplica-se a empresas que exercem atividades mistas –
comércio, indústria e serviços – realizadas conjuntamente.

Caso não sejam realizadas as três atividades, pode ser realizada a
utilização do modelo completo excluindo as contas que não são
utilizadas, mantendo as demais e conservando a codificação geral para
facilitar o uso, principalmente para organizações contábeis que
trabalham para empresas de vários ramos.

Atende também a utilização de Plano de Eventos (Modelos de Partidas
Dobradas), caso seja adotado. A finalidade do Plano de Eventos é a
gravação dos vários elementos comuns nas “partidas” que se repetem e
formam eventos contábeis. Por exemplo: cada compra a prazo constitui uma
transação ou fato contábil; o conjunto das compras a prazo constitui o
evento contábil “compras a prazo”. Sua contabilização será:

- Data: dd/mm/aaaa
- Conta e subconta devedoras: ESTOQUE/Compras
- Conta e subconta credoras: FORNECEDORES/Fornecedor A
- Histórico: Compra conforme NF XXXX
- Valor: R$ 1.111,11

Os elementos variáveis desse evento são apenas: a data, o nome do
fornecedor, o número do documento fiscal e o valor da operação.

A utilização desse procedimento minimiza erros de classificação contábil
e agiliza a escrituração, principalmente quando o volume de transações é
numeroso e, principalmente, se a escrituração contábil é importada de
outros aplicativos, tais como: compras, produção, fiscal, pessoal, etc.

**O plano de contas foi extraido da seguinte publicação do CFC:**

- Escrituração contábil simplificada para micro e pequena empresa /
Paulo Walter Schnorr (coordenador)... [et al.] --Brasília: Conselho
Federal de Contabilidade, 2008.;
- Publicação completa:
`Livro_Escrituracao_contabil.pdf </l10n_br_coa_generic/static/pdf/Livro_Escrituracao_contabil.pdf>`__

**Na versão 12.0.3.0.0 realizou-se uma revisão detalhada do plano
visando uma melhor estruturação das contas tanto sintéticas como
analíticas:**

- Revisão dos grupos de contas corrigindo o sequenciamento em função da
sua liquidez, conforme a publicação citada acima;
- Exclusão de grupos de contas não previstas nas normas do IFRS e CPC
(Diferido/Realizável a Longo Prazo/Ativo Permanente);
- Atualização de contas analíticas visando uma melhor evidenciação das
operações da empresa (Brindes/Venda de Ativo Fixo, etc);
- Criação do Grupo de Compensação, para o controle de remessas/retornos
de itens/bens sem valor financeiro, de acordo com as práticas
contábeis brasileiras.

**Table of contents**

.. contents::
:local:

Installation
============



Configuration
=============



Usage
=====



Known issues / Roadmap
======================



Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-brazil/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/l10n-brazil/issues/new?body=module:%20l10n_br_coa_generic%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
-------

* KMEE

Contributors
------------

- Luis Felipe Mileo <mileo@kmee.com.br>
- Gabriel Cardoso de Faria <gabriel.cardoso@kmee.com.br>
- Renato Lima <renato.lima@akretion.com.br>
- Messias Monteiro <messias.monteiro@kmee.com.br>

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.

.. |maintainer-mileo| image:: https://github.com/mileo.png?size=40px
:target: https://github.com/mileo
:alt: mileo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-mileo|

This module is part of the `OCA/l10n-brazil <https://github.com/OCA/l10n-brazil/tree/17.0/l10n_br_coa_generic>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
5 changes: 5 additions & 0 deletions l10n_br_coa_generic/__init__.py
Original file line number Diff line number Diff line change
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# Copyright (C) 2020 Luis Felipe Mileo - KMEE
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html

from . import models
from .hooks import post_init_hook
18 changes: 18 additions & 0 deletions l10n_br_coa_generic/__manifest__.py
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# Copyright (C) 2020 Luis Felipe Mileo - KMEE
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html

{
"name": "Plano de Contas para empresas do Regime normal",
"summary": """Plano de Contas para empresas do Regime normal
(Micro e pequenas empresas)""",
"category": "Accounting/Localizations/Account Charts",
"license": "AGPL-3",
"author": "KMEE, " "Odoo Community Association (OCA)",
"maintainers": ["mileo"],
"development_status": "Production/Stable",
"website": "https://github.com/OCA/l10n-brazil",
"version": "17.0.1.0.0",
"depends": ["l10n_br_coa"],
"data": [],
"post_init_hook": "post_init_hook",
}
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