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Build Excel workpapers pack via openpyxl. Use when working papers Excel or workbook.
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 | generate-workbook |
| description | Build Excel workpapers pack via openpyxl. Use when working papers Excel or workbook. |
Single-pass Excel working papers for human review and client packs.
Uses openpyxl (Python). Does not require Microsoft Excel to generate. Formulas are written as strings — values appear when the file is opened/recalculated.
See shared/excel_deliverables.md.
Ledger SoR after finalisation: Beancount (export-beancount), not this xlsx.
pip install openpyxl # or: pip install -r requirements.txt
python3 scripts/generate_workbook.py <input.json> <output.xlsx>
workpapers/*.json — do not invent numbers in Excel only.Optional: scripts/generate_pdf_report.py (reads xlsx via openpyxl, needs reportlab).
Done when: workbook opens without corruption and key sheets tie to JSON workpapers/TB.