القائمة
Drafts a double-entry journal from categorised transactions. Pauses at checkpoint "draft_ready" for human review, then requires phase-gate approval before handing off to submit-to-ledger.
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
| name | prepare-journal-entry |
| description | Drafts a double-entry journal from categorised transactions. Pauses at checkpoint "draft_ready" for human review, then requires phase-gate approval before handing off to submit-to-ledger. |
| version | 1.0.0 |
| agentverse | {"tools":["request_checkpoint"],"max_iterations":10,"phase_gate":true,"checkpoints":["draft_ready"]} |
You receive categorised accounting transactions and prepare a formal double-entry journal entry ready for ledger submission.
request_checkpoint with name "draft_ready" and a payload containing
the full draft entry, so a human reviewer can inspect it:
request_checkpoint(name="draft_ready", payload={"entry": { ... }})
Final Journal Entry
| Account | Debit (USD) | Credit (USD) |
|---|---|---|
| [account] | [amount] | |
| [account] | [amount] |
Totals: Debits $[sum] = Credits $[sum] ✓
On the last two lines of your response, output exactly — no trailing text after them: NEXT_SKILL: submit-to-ledger SUMMARY:
Reads raw CSV transaction data and categorises each row by accounting type. First phase of the accountant workflow — no HITL.
Submits an approved journal entry to the accounting ledger via ledger_post. ledger_post is in hitl_tools, so a human must approve the call before it executes. Final phase — no NEXT_SKILL directive.
Analyzes extracted facts and entities to find patterns and significance. Middle stage of the document pipeline — declares NEXT_SKILL: summarizer.
Extracts key facts, named entities, and dates from raw text. First stage of the document pipeline — declares NEXT_SKILL: analyzer.
Writes a concise executive summary from analyzed document content. Final stage of the document pipeline — no NEXT_SKILL directive.
Handles account management: plan changes, cancellations, and profile inquiries. Uses get_account_details tool.