- '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>
25 lines
924 B
XML
25 lines
924 B
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="0">
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<!-- Named 'Customer Project' to avoid collision with the project module's
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auto-created 'Project' plan. This is where customer-engagement
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analytic accounts (PRJ-YYYY-CUST-NAME) live. -->
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<record id="plan_project" model="account.analytic.plan">
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<field name="name">Customer Project</field>
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<field name="default_applicability">mandatory</field>
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</record>
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<record id="plan_department" model="account.analytic.plan">
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<field name="name">Department</field>
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<field name="default_applicability">mandatory</field>
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</record>
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<record id="plan_sred_tag" model="account.analytic.plan">
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<field name="name">SR&ED Tag</field>
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<field name="default_applicability">optional</field>
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</record>
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</data>
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</odoo>
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