Upgrading TaxCloud Modules in Odoo

Upgrade the TaxCloud modules for Odoo when new versions become available.

Before You Begin

• Confirm that the Odoo version you are using is compatible with the current TaxCloud modules.
• Determine how the TaxCloud modules are installed on your Odoo instance (via customer folders or submodule).
• Review this article in full and determine if you have the needed expertise to install the upgrade yourself.

Odoo Customer Folder Installations

If the TaxCloud modules are downloaded and added to the Odoo customer folders instead of submodules, perform these steps to upgrade:

1. Download the latest TaxCloud modules.
2. Replace the existing modules in the customer folders with the new ones.
3. In Odoo, update the Apps List.
4. In Odoo, upgrade each of the new modules.

Odoo Submodule Installations

If existing modules are added as submodules, perform the following steps to upgrade.

Pull the Latest Changes from Git

1. Switch to the correct branch.

git checkout <branch_name>

Moves to the branch where you want to apply the updates.

2. Update the main repo and submodules.

git pull && git submodule update --init --recursive

- `git pull`: Updates your main repository with the latest changes from remote.

- `git submodule update --init --recursive`: Ensures all submodules are initialized and updated.

3. Update the TaxCloud submodule.

cd sodexis-taxcloud

git pull

cd ..

Pulls the latest changes from the TaxCloud submodule and returns to the main repo.

4. Update the TaxCloud Exemption submodule

cd taxcloud_exemption

git pull

cd ..

Pulls the latest changes from the TaxCloud Exemption submodule and returns to the main repo.

5. Check the status.

git status

Shows if there are updates in the submodules that need committing in the main repo.

6. Stage the changes

git add .

Adds submodule updates to the commit in the main repo.

7. Commit the updates

git commit -m "Update TaxCloud and TaxCloud Exemption submodules"

Creates a commit with a clear message about updating the submodules.

8. Push the updates.

git push

Sends your commit to the remote main repository.

Update in Odoo

1. Update the Apps List.
2. Upgrade each of the new modules.