6c72f2ab49
git mv preserves history. fusion_accounting/ retains only __manifest__.py, __init__.py, CLAUDE.md, and docs/ — the meta-module shell. All Python, data, views, security, services, static, tests, wizards, report move to fusion_accounting_ai/. Manifest data list updated; security.xml move to _core deferred to Task 12. Made-with: Cursor
23 lines
1.6 KiB
XML
23 lines
1.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<record id="rule_elavon_fee" model="fusion.accounting.rule">
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<field name="name">Elavon Card Processing Fee</field>
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<field name="rule_type">fee</field>
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<field name="description">Elavon merchant service charges typically show as a fee deducted from card payment batches. The fee is approximately 1.5-1.8% of the gross batch amount and should be allocated to the Elavon Fee expense account.</field>
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<field name="match_logic">When a bank statement line contains "elavon" or "mrch svc" and the amount is less than the sum of matching card payments, allocate the difference to the fee account as a processing fee.</field>
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<field name="created_by">admin</field>
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<field name="approval_tier">needs_approval</field>
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<field name="sequence">10</field>
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</record>
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<record id="rule_weekend_batch" model="fusion.accounting.rule">
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<field name="name">Weekend Card Batch Combination</field>
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<field name="rule_type">match</field>
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<field name="description">Card payment batches deposited on Monday often combine Friday, Saturday, and Sunday transactions. When matching Monday bank deposits to card payments, look across the preceding weekend.</field>
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<field name="match_logic">For bank lines dated Monday with card-related labels, sum card payments from the preceding Friday through Sunday to find a match.</field>
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<field name="created_by">admin</field>
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<field name="approval_tier">needs_approval</field>
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<field name="sequence">20</field>
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</record>
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</odoo>
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