메뉴
Lock pack after QC pass (prove job). Use when finalise or lock accounts.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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 | finalise-accounts |
| description | Lock pack after QC pass (prove job). Use when finalise or lock accounts. |
Move from draft to locked numbers.
FS_final_draft_vN → FS_for_management_approvalLOCKED_PENDING_APPROVALpython3 scripts/export_to_beancount.py \
--client-dir <client> \
--output <client>/ledger/main.beancount \
--bean-check
Excel/openpyxl workpapers stay as engagement packs. Beancount is the ledger SoR.
Offer open-fava so the user can browse in the browser (http://127.0.0.1:5000).
See references/beancount_integration.md and skills export-beancount / open-fava.
Done when: QC Section A clear (or user-stopped with limitation), lock recorded in state, journals frozen for issue path.
Finalisation memo + file list + path to ledger/main.beancount when exported.