From 169e97af029f824eac233e9ae018312b9e9754ed Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Tue, 12 May 2026 18:53:21 -0400
Subject: [PATCH] feat(nexa_coa_setup): analytic plans + seed accounts
MIME-Version: 1.0
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- 'Customer Project' plan (renamed from 'Project' to avoid duplicate with
  project module's auto-created plan) — mandatory
- 'Department' plan (mandatory) — seeded with DEPT-DEV, DEPT-SALES,
  DEPT-ADMIN, DEPT-HOSTING
- 'SR&ED Tag' plan (optional) — seeded with 7 tag values:
  SRED-T4-DEV-SALARY, SRED-SPECIFIED-EMPLOYEE,
  SRED-CONTRACTOR-CA-ARM-LENGTH, SRED-CONTRACTOR-CA-NON-ARM-LENGTH,
  SRED-MATERIALS-CONSUMED, SRED-OVERHEAD-PROXY-BASIS, NOT-ELIGIBLE

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 .../data/05_account_analytic_plan.xml         | 19 +++++
 .../data/06_account_analytic_account.xml      | 69 +++++++++++++++++++
 2 files changed, 88 insertions(+)

diff --git a/nexa_coa_setup/data/05_account_analytic_plan.xml b/nexa_coa_setup/data/05_account_analytic_plan.xml
index 7faba267..d8e84def 100644
--- a/nexa_coa_setup/data/05_account_analytic_plan.xml
+++ b/nexa_coa_setup/data/05_account_analytic_plan.xml
@@ -1,5 +1,24 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <!-- Named 'Customer Project' to avoid collision with the project module's
+             auto-created 'Project' plan. This is where customer-engagement
+             analytic accounts (PRJ-YYYY-CUST-NAME) live. -->
+        <record id="plan_project" model="account.analytic.plan">
+            <field name="name">Customer Project</field>
+            <field name="default_applicability">mandatory</field>
+        </record>
+
+        <record id="plan_department" model="account.analytic.plan">
+            <field name="name">Department</field>
+            <field name="default_applicability">mandatory</field>
+        </record>
+
+        <record id="plan_sred_tag" model="account.analytic.plan">
+            <field name="name">SR&amp;ED Tag</field>
+            <field name="default_applicability">optional</field>
+        </record>
+
     </data>
 </odoo>
diff --git a/nexa_coa_setup/data/06_account_analytic_account.xml b/nexa_coa_setup/data/06_account_analytic_account.xml
index 7faba267..513debf8 100644
--- a/nexa_coa_setup/data/06_account_analytic_account.xml
+++ b/nexa_coa_setup/data/06_account_analytic_account.xml
@@ -1,5 +1,74 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <!-- Department analytic accounts -->
+        <record id="aa_dept_dev" model="account.analytic.account">
+            <field name="name">Development</field>
+            <field name="code">DEPT-DEV</field>
+            <field name="plan_id" ref="plan_department"/>
+        </record>
+
+        <record id="aa_dept_sales" model="account.analytic.account">
+            <field name="name">Sales &amp; Marketing</field>
+            <field name="code">DEPT-SALES</field>
+            <field name="plan_id" ref="plan_department"/>
+        </record>
+
+        <record id="aa_dept_admin" model="account.analytic.account">
+            <field name="name">Admin &amp; Operations</field>
+            <field name="code">DEPT-ADMIN</field>
+            <field name="plan_id" ref="plan_department"/>
+        </record>
+
+        <record id="aa_dept_hosting" model="account.analytic.account">
+            <field name="name">Hosting Operations</field>
+            <field name="code">DEPT-HOSTING</field>
+            <field name="plan_id" ref="plan_department"/>
+        </record>
+
+        <!-- SR&ED Tag analytic accounts -->
+        <record id="aa_sred_t4_dev" model="account.analytic.account">
+            <field name="name">T4 Dev Salary — full proxy</field>
+            <field name="code">SRED-T4-DEV-SALARY</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_specified" model="account.analytic.account">
+            <field name="name">Specified Employee Salary — 75% cap</field>
+            <field name="code">SRED-SPECIFIED-EMPLOYEE</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_contr_ca_arm" model="account.analytic.account">
+            <field name="name">Contractor CA Arm's Length — 80% eligible</field>
+            <field name="code">SRED-CONTRACTOR-CA-ARM-LENGTH</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_contr_ca_naf" model="account.analytic.account">
+            <field name="name">Contractor CA Non-Arm's Length</field>
+            <field name="code">SRED-CONTRACTOR-CA-NON-ARM-LENGTH</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_materials" model="account.analytic.account">
+            <field name="name">Materials Consumed in R&amp;D</field>
+            <field name="code">SRED-MATERIALS-CONSUMED</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_overhead_basis" model="account.analytic.account">
+            <field name="name">Overhead Proxy Basis (direct labour basis)</field>
+            <field name="code">SRED-OVERHEAD-PROXY-BASIS</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
+        <record id="aa_sred_not_eligible" model="account.analytic.account">
+            <field name="name">Not Eligible (default)</field>
+            <field name="code">NOT-ELIGIBLE</field>
+            <field name="plan_id" ref="plan_sred_tag"/>
+        </record>
+
     </data>
 </odoo>