| name | client-workspace |
| description | 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).
|
/client-workspace
Purpose
Keep client work isolated, path-addressable, and bookkeeper-shaped.
Organize (shelf) before extract. Doctrine: shared/shelf-first.md.
When to run
- New job / messy folder dump / user pastes many paths
- User: “organize these files”, “set up the client folder”
- Before extract when files are not already under
clients/<slug>/source/
If engagement_state.json exists and layout is already standard → only refresh register / add new files.
Default layout (one job)
{workspace}/clients/{client-slug}/
README.md
engagement_state.json
source/
register.md
inbox/ # optional unsorted arrivals
bank/
sales/
purchases/
payroll/
statutory/
prior/
other/
_pointers.md # optional: originals not copied
workpapers/
outputs/
ledger/
queries.md
Config path alternative: ~/.claude/plugins/config/claude-for-accounting/clients/<slug>/
Workflow (shelf-first)
- Discover — cwd + user-mentioned paths (do not scan whole home).
- Inventory — kind + period + entity guess (
shared/shelf-first.md).
- Job map — if multi-entity, table + soft-confirm which job now.
- Scaffold — create layout for active slug.
- Place — copy (default) or pointer into
source/<kind>/; never delete originals.
- Register — write
source/register.md + coverage matrix.
- Hand off to smart-intake / extract for that shelf only.
Commands (natural language)
- create
<name> — slugify, scaffold folders, seed README
- shelf / organize — discover + place + register (this skill’s main path)
- switch
<slug> — set active client
- status — active client, FY, stage, open queries
- list — known clients under
clients/
Rules
- Never mix two clients’ numbers in one workbook without an explicit multi-entity job.
- Cross-client context is off by default.
- Record the active path so later skills write to the right place.
- Extract/classify/post only from the active job’s shelf (or registered pointers).
Completion
Done when: standard dirs exist; sources are under source/** (or _pointers.md); source/register.md present; active slug clear.
