gsinghpal d2f8934a53 feat(nexa_coa_setup): product categories, partner records, bank reconcile rules ...

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>

2026-05-12 19:15:21 -04:00

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