القائمة
Prove the pack before finalisation — full QC with Section A mathematical blockers. Use when quality review, QC, partner checklist, "check the accounts", or prove intent before issue.
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 | quality-review |
| description | Prove the pack before finalisation — full QC with Section A mathematical blockers. Use when quality review, QC, partner checklist, "check the accounts", or prove intent before issue. |
Independent checklist pass before anything is called final. Main job: prove.
Load shared/guardrails.md and execute every item in
references/qc_checklist.md (plugin or repo root shim).
engagement_state.json).roll_tb derived, not freestyle.Run every Section A check in references/qc_checklist.md against artifacts on disk.
| Check | Pass when |
|---|---|
| TB DR = CR | tb_adjusted.json (or claimed TB) difference 0 |
| BS balances | Assets = liabilities + equity |
| P&L ↔ RE | RE movement ties to profit and distributions |
| Each JE balances | Period + YE journals |
| Bank GL = recon | Diff 0.00 per bank or with limitation logged |
| Cash flow ↔ cash | Net CF explains cash movement |
Done when: every Section A item is Pass, or any Fail is written and finalisation is blocked.
Execute Data integrity, Standards, Completeness, Format from the same checklist. Material fails → queries or fix list; do not silent-pass.
Standards-aware classify (prove):
If classify_depth is standards_aware or engagement_type is year_end / compilation:
workpapers/analysis/revenue_recognition.md → Fail C6b or documented with limitationworkpapers/analysis/capital_vs_expense.md → Fail C6c or with limitationtransactions.json without an open queryDone when: every checklist row has Pass / Fail / N/A with evidence path.
Write QC report under the engagement (e.g. workpapers/qc_report.md or firm path).
Update engagement_state.json: prove stage result; must stop if any Section A Fail.
Done when: report on disk and state reflects pass or blocker.
| Failure | Behavior |
|---|---|
| Agent scores from memory | Re-open TB / BS / recon files; re-run checks |
| TB freestyled in chat | Reject; require roll_tb artifact |
| Premature “QC passed” | Exhaustive bar: every checklist row statused |
QC report Pass/Fail per item. Next: finalise-accounts only if Section A clean (and firm policy).
Engagement folder + firm config. No external send.