d2f8934a53
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>
111 lines
4.8 KiB
XML
111 lines
4.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="0">
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<record id="rule_aws" model="account.reconcile.model">
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<field name="name">AWS / Amazon Web Services → Cloud Infrastructure</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">AMAZON WEB SERVICES</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_511105'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'AWS — Cloud Infrastructure',
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})]"/>
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</record>
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<record id="rule_hetzner" model="account.reconcile.model">
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<field name="name">Hetzner → Cloud Infrastructure</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">HETZNER</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_511105'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'Hetzner — Cloud Infrastructure',
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})]"/>
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</record>
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<record id="rule_digitalocean" model="account.reconcile.model">
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<field name="name">DigitalOcean → Cloud Infrastructure</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">DIGITALOCEAN</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_511105'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'DigitalOcean — Cloud Infrastructure',
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})]"/>
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</record>
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<record id="rule_cloudflare" model="account.reconcile.model">
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<field name="name">Cloudflare → CDN & Edge</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">CLOUDFLARE</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_511110'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'Cloudflare — CDN & Edge',
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})]"/>
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</record>
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<record id="rule_github" model="account.reconcile.model">
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<field name="name">GitHub → Software (Dev Tools)</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">GITHUB</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_631200'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'GitHub — Software (Dev Tools)',
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})]"/>
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</record>
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<record id="rule_microsoft" model="account.reconcile.model">
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<field name="name">Microsoft / M365 → Software (Productivity)</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">MICROSOFT</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_631100'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'Microsoft — Software (Productivity)',
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})]"/>
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</record>
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<record id="rule_stripe_fee" model="account.reconcile.model">
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<field name="name">Stripe fee → Merchant Processing</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">STRIPE FEE</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_691200'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'Stripe — Merchant Processing',
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})]"/>
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</record>
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<record id="rule_google_ads" model="account.reconcile.model">
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<field name="name">Google Ads → Advertising (Digital)</field>
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<field name="trigger">manual</field>
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<field name="match_label">contains</field>
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<field name="match_label_param">GOOGLE ADS</field>
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<field name="line_ids" eval="[(0, 0, {
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'account_id': ref('acct_641100'),
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'amount_type': 'percentage',
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'amount_string': '100',
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'label': 'Google Ads — Advertising (Digital)',
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})]"/>
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</record>
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</data>
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</odoo>
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