XML defines 8 positions with auto-detection by country/state:
- CA Ontario (default), CA Atlantic, CA Quebec, CA BC, CA Prairies/Territories
- Export US, Export International, Tax Exempt
post_init hook _configure_fiscal_position_tax_maps sets up bidirectional
tax routing (sale + purchase) from the default '5% GST' to the appropriate
provincial tax via Odoo 19's account.fiscal.position.tax_ids /
account.tax.original_tax_ids relation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds _archive_unused_taxes hook that archives all active taxes whose
name is not in the curated keep-set (GST/HST/QST/PST per province + zero
rated + exempt) AND that have zero usage on existing move lines.
Reduces active taxes from 49 to 30 on staging. The 'HST for sales/
purchases - 13%' pair is kept active because of historical postings
(215 sales lines + 1 purchase line) — new invoicing routes to the
cleaner '13% HST' via fiscal positions.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
_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>
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>
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>
