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>
33 lines
1.7 KiB
XML
33 lines
1.7 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="partner_westin_healthcare" model="res.partner">
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<field name="name">Westin Healthcare Inc</field>
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<field name="is_company" eval="True"/>
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<field name="company_type">company</field>
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<field name="customer_rank">1</field>
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<field name="supplier_rank">1</field>
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<field name="country_id" ref="base.ca"/>
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<field name="state_id" ref="base.state_ca_on"/>
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<field name="category_id" eval="[(6, 0, [ref('rp_associated_tag')])]"/>
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<field name="property_account_position_id" ref="fp_ca_ontario"/>
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<field name="comment">Associated corporation under common control with Nexa Systems Inc (Gurpreet, owner). Intercompany transactions must be priced at fair market value (ITA s.247). Shared SBD limit per ITA s.125(5.1).</field>
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</record>
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<record id="partner_divine_mobility" model="res.partner">
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<field name="name">Divine Mobility Inc</field>
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<field name="is_company" eval="True"/>
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<field name="company_type">company</field>
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<field name="customer_rank">1</field>
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<field name="supplier_rank">1</field>
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<field name="country_id" ref="base.ca"/>
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<field name="state_id" ref="base.state_ca_on"/>
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<field name="category_id" eval="[(6, 0, [ref('rp_associated_tag')])]"/>
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<field name="property_account_position_id" ref="fp_ca_ontario"/>
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<field name="comment">Associated corporation under common control with Nexa Systems Inc (Gurpreet, owner). See Westin Healthcare Inc for compliance notes.</field>
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</record>
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</data>
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</odoo>
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