_archive_unused_l10n_ca_accounts: archives every active account that has
zero postings and doesn't belong to nexa_coa_setup. Sweeps ~280 unused
l10n_ca defaults from 426 to 141 active.
_rename_legacy_accounts: marks 14 legacy bookkeeping codes with a
'(LEGACY)' prefix indicating the new account they map to, and archives
them. Uses active_test=False so already-archived accounts also get the
prefix for future readability.
Both idempotent — re-running on -u or via odoo-shell has no effect on
already-processed records.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- '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>
Bakes the staging-side one-off collision clearing into the module install
itself so production install will execute the same sweep automatically.
For each of the 29 l10n_ca codes that conflict with Nexa's planned chart:
- If the account has zero postings: suffix code with '.OLD', mark inactive,
rename to '(l10n_ca LEGACY) <original>'
- If the account has postings (currently 115100 AR control with 240 lines
and 511100 Inside Purchases with 1 line): leave alone (Nexa renumbered
to 119100 / 511105 in the XML)
Idempotent — pre_init_hook re-running has no effect (already-suffixed
codes are skipped).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Renumbered to avoid collisions with pre-loaded l10n_ca codes:
- Due From Shareholder/Associated: 115xxx → 119xxx range (115100/115110 already
held l10n_ca AR control accounts with 240 postings)
- Cloud Infrastructure: 511100 → 511105 (511100 was l10n_ca 'Inside Purchases'
with 1 historical posting)
All other 28 colliding l10n_ca codes (118xxx, 213xxx, 214xxx, 221xxx, 311xxx,
411xxx, 413xxx, 511110-511210, 512100-512200, 611100-300, 612xxx) had zero
postings and were cleared in-place by suffixing existing codes with '.OLD'
via a one-off odoo-shell script on staging.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The post_init_hook attempt to set fiscalyear_lock_date=2025-12-31 fails
with RedirectWarning when unreconciled bank statement lines exist in
the period. Catch RedirectWarning/UserError/ValidationError, log a
clear instruction to set the lock manually after reconciliation, and
let install continue.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
