From d2f8934a539079ca558aca575dac23faaa2fd346 Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Tue, 12 May 2026 19:15:21 -0400
Subject: [PATCH] feat(nexa_coa_setup): product categories, partner records,
 bank reconcile rules
MIME-Version: 1.0
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Phase 7 — 14 product categories under Services/Resale parents, each wired
to the appropriate default income (and expense for Resale) accounts.

Phase 8 — RP-Associated partner tag + Westin Healthcare Inc + Divine
Mobility Inc partner records, both as Customer+Vendor, both tagged
RP-Associated, both with CA-Ontario fiscal position pre-applied.

Phase 9 — 8 bank reconciliation rules for common vendors (AWS, Hetzner,
DigitalOcean, Cloudflare, GitHub, Microsoft, Stripe fee, Google Ads)
that auto-suggest the correct category account when reconciling bank
statement lines. Uses Odoo 19's 'trigger' field (replaces old
'rule_type').

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 nexa_coa_setup/data/07_product_category.xml   |  83 ++++++++++++++
 .../data/08_res_partner_category.xml          |   7 ++
 nexa_coa_setup/data/09_res_partner.xml        |  27 +++++
 .../data/10_account_reconcile_model.xml       | 105 ++++++++++++++++++
 4 files changed, 222 insertions(+)

diff --git a/nexa_coa_setup/data/07_product_category.xml b/nexa_coa_setup/data/07_product_category.xml
index 7faba267..902fd017 100644
--- a/nexa_coa_setup/data/07_product_category.xml
+++ b/nexa_coa_setup/data/07_product_category.xml
@@ -1,5 +1,88 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <record id="pc_services" model="product.category">
+            <field name="name">Services</field>
+        </record>
+
+        <record id="pc_saas" model="product.category">
+            <field name="name">SaaS Subscription</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_411100"/>
+        </record>
+
+        <record id="pc_hosting" model="product.category">
+            <field name="name">Hosting</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_411200"/>
+        </record>
+
+        <record id="pc_support" model="product.category">
+            <field name="name">Support Contract</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_411300"/>
+        </record>
+
+        <record id="pc_setup_fee" model="product.category">
+            <field name="name">Setup Fee</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_411500"/>
+        </record>
+
+        <record id="pc_custom_software" model="product.category">
+            <field name="name">Custom Software Development</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_412100"/>
+        </record>
+
+        <record id="pc_webapp" model="product.category">
+            <field name="name">Custom Web App Development</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_412200"/>
+        </record>
+
+        <record id="pc_website" model="product.category">
+            <field name="name">Custom Website Development</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_412300"/>
+        </record>
+
+        <record id="pc_erp" model="product.category">
+            <field name="name">ERP Implementation</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_412400"/>
+        </record>
+
+        <record id="pc_consulting" model="product.category">
+            <field name="name">Consulting &amp; Advisory</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_413100"/>
+        </record>
+
+        <record id="pc_training" model="product.category">
+            <field name="name">Training</field>
+            <field name="parent_id" ref="pc_services"/>
+            <field name="property_account_income_categ_id" ref="acct_413200"/>
+        </record>
+
+        <record id="pc_resale" model="product.category">
+            <field name="name">Resale</field>
+        </record>
+
+        <record id="pc_resale_software" model="product.category">
+            <field name="name">Software Resale</field>
+            <field name="parent_id" ref="pc_resale"/>
+            <field name="property_account_income_categ_id" ref="acct_414100"/>
+            <field name="property_account_expense_categ_id" ref="acct_513100"/>
+        </record>
+
+        <record id="pc_resale_hardware" model="product.category">
+            <field name="name">Hardware Resale</field>
+            <field name="parent_id" ref="pc_resale"/>
+            <field name="property_account_income_categ_id" ref="acct_414200"/>
+            <field name="property_account_expense_categ_id" ref="acct_513200"/>
+        </record>
+
     </data>
 </odoo>
diff --git a/nexa_coa_setup/data/08_res_partner_category.xml b/nexa_coa_setup/data/08_res_partner_category.xml
index 7faba267..0e44f94f 100644
--- a/nexa_coa_setup/data/08_res_partner_category.xml
+++ b/nexa_coa_setup/data/08_res_partner_category.xml
@@ -1,5 +1,12 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <record id="rp_associated_tag" model="res.partner.category">
+            <field name="name">RP-Associated</field>
+            <field name="color">3</field>
+            <field name="parent_id" eval="False"/>
+        </record>
+
     </data>
 </odoo>
diff --git a/nexa_coa_setup/data/09_res_partner.xml b/nexa_coa_setup/data/09_res_partner.xml
index 7faba267..6bbe878a 100644
--- a/nexa_coa_setup/data/09_res_partner.xml
+++ b/nexa_coa_setup/data/09_res_partner.xml
@@ -1,5 +1,32 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <record id="partner_westin_healthcare" model="res.partner">
+            <field name="name">Westin Healthcare Inc</field>
+            <field name="is_company" eval="True"/>
+            <field name="company_type">company</field>
+            <field name="customer_rank">1</field>
+            <field name="supplier_rank">1</field>
+            <field name="country_id" ref="base.ca"/>
+            <field name="state_id" ref="base.state_ca_on"/>
+            <field name="category_id" eval="[(6, 0, [ref('rp_associated_tag')])]"/>
+            <field name="property_account_position_id" ref="fp_ca_ontario"/>
+            <field name="comment">Associated corporation under common control with Nexa Systems Inc (Gurpreet, owner). Intercompany transactions must be priced at fair market value (ITA s.247). Shared SBD limit per ITA s.125(5.1).</field>
+        </record>
+
+        <record id="partner_divine_mobility" model="res.partner">
+            <field name="name">Divine Mobility Inc</field>
+            <field name="is_company" eval="True"/>
+            <field name="company_type">company</field>
+            <field name="customer_rank">1</field>
+            <field name="supplier_rank">1</field>
+            <field name="country_id" ref="base.ca"/>
+            <field name="state_id" ref="base.state_ca_on"/>
+            <field name="category_id" eval="[(6, 0, [ref('rp_associated_tag')])]"/>
+            <field name="property_account_position_id" ref="fp_ca_ontario"/>
+            <field name="comment">Associated corporation under common control with Nexa Systems Inc (Gurpreet, owner). See Westin Healthcare Inc for compliance notes.</field>
+        </record>
+
     </data>
 </odoo>
diff --git a/nexa_coa_setup/data/10_account_reconcile_model.xml b/nexa_coa_setup/data/10_account_reconcile_model.xml
index 7faba267..e16ca329 100644
--- a/nexa_coa_setup/data/10_account_reconcile_model.xml
+++ b/nexa_coa_setup/data/10_account_reconcile_model.xml
@@ -1,5 +1,110 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <data noupdate="0">
+
+        <record id="rule_aws" model="account.reconcile.model">
+            <field name="name">AWS / Amazon Web Services → Cloud Infrastructure</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">AMAZON WEB SERVICES</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_511105'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'AWS — Cloud Infrastructure',
+            })]"/>
+        </record>
+
+        <record id="rule_hetzner" model="account.reconcile.model">
+            <field name="name">Hetzner → Cloud Infrastructure</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">HETZNER</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_511105'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'Hetzner — Cloud Infrastructure',
+            })]"/>
+        </record>
+
+        <record id="rule_digitalocean" model="account.reconcile.model">
+            <field name="name">DigitalOcean → Cloud Infrastructure</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">DIGITALOCEAN</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_511105'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'DigitalOcean — Cloud Infrastructure',
+            })]"/>
+        </record>
+
+        <record id="rule_cloudflare" model="account.reconcile.model">
+            <field name="name">Cloudflare → CDN &amp; Edge</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">CLOUDFLARE</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_511110'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'Cloudflare — CDN &amp; Edge',
+            })]"/>
+        </record>
+
+        <record id="rule_github" model="account.reconcile.model">
+            <field name="name">GitHub → Software (Dev Tools)</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">GITHUB</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_631200'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'GitHub — Software (Dev Tools)',
+            })]"/>
+        </record>
+
+        <record id="rule_microsoft" model="account.reconcile.model">
+            <field name="name">Microsoft / M365 → Software (Productivity)</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">MICROSOFT</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_631100'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'Microsoft — Software (Productivity)',
+            })]"/>
+        </record>
+
+        <record id="rule_stripe_fee" model="account.reconcile.model">
+            <field name="name">Stripe fee → Merchant Processing</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">STRIPE FEE</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_691200'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'Stripe — Merchant Processing',
+            })]"/>
+        </record>
+
+        <record id="rule_google_ads" model="account.reconcile.model">
+            <field name="name">Google Ads → Advertising (Digital)</field>
+            <field name="trigger">manual</field>
+            <field name="match_label">contains</field>
+            <field name="match_label_param">GOOGLE ADS</field>
+            <field name="line_ids" eval="[(0, 0, {
+                'account_id': ref('acct_641100'),
+                'amount_type': 'percentage',
+                'amount_string': '100',
+                'label': 'Google Ads — Advertising (Digital)',
+            })]"/>
+        </record>
+
     </data>
 </odoo>