docs: nexa_coa_setup implementation plan

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Bite-sized task plan to implement the CoA design against odoo-nexa
nexamain database. 12 phases:
0. Safety backup + staging clone
1. Module skeleton (nexa_coa_setup)
2. Chart of accounts (~110 new accounts across 1-6xxxxx)
3. Analytic plans (Project, Department, SR&ED Tag)
4. Hooks for archive-unused / rename-legacy
5. Tax cleanup
6. 8 fiscal positions with auto-detect
7. Service product categories
8. Westin/Divine partner records (RP-Associated tag)
9. 8 bank reconciliation rules
10. End-to-end test invoices (ON, US, intercompany)
11. Apply to production (with explicit GO/NO-GO gate)
12. Operating runbook

Each task has a verify-before / change / verify-after / commit cycle.
Staging clone (nexamain_staging) used for every phase before prod.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

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gsinghpal

2026-05-12 18:05:33 -04:00

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