القائمة
Post classified lines to balancing journals (balancing double-entry journals), then roll_tb. Use when journals, postings, double entry, JE list, or "post the books".
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | journal-entries |
| description | Post classified lines to balancing journals (balancing double-entry journals), then roll_tb. Use when journals, postings, double entry, JE list, or "post the books". |
Convert classified activity into double-entry journals. Main job: post. Engine posts; agent judges openings/exceptions.
Load shared/kernel-contract.md and shared/guardrails.md.
python3 scripts/post_journals.py \
--client-dir <client> \
--bank-code 1000 \
--opening-from-bank
# or with explicit openings pack
python3 scripts/post_journals.py \
--transactions workpapers/transactions.json \
--output workpapers/journals.json \
--openings workpapers/journals_opening.json \
--bank-code 1000
npx @cynco/accounting-skills post <client> --opening-from-bank
| Input | Rule |
|---|---|
Classified transactions.json | Every line has account_code (or fail) |
| Inflow | DR bank · CR code |
| Outflow | DR code · CR bank |
| Openings | --openings file or --opening-from-bank (equity offset) |
Prefer the script over line-by-line chat postings (scripts).
Done when: journals.json written and every JE balances (script exit 0).
python3 scripts/roll_tb.py --client-dir <client> --preliminary
npx @cynco/accounting-skills tb <client> --preliminary
TB totals only via roll_tb — never typed by the agent.
Done when: tb_preliminary.json exists and difference == 0 (or must stop recorded).
Client-supplied or payroll/sales books: append balancing JEs to journals.json (same schema), then re-run roll_tb. Each JE must balance or the roll fails.
workpapers/journals.json + workpapers/tb_preliminary.json.
Next: bank recon → YE → roll_tb --adjusted.