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Post classified lines to balancing journals (balancing double-entry journals), then roll_tb. Use when journals, postings, double entry, JE list, or "post the books".
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 | journal-entries |
| description | Post classified lines to balancing journals (balancing double-entry journals), then roll_tb. Use when journals, postings, double entry, JE list, or "post the books". |
Convert classified activity into double-entry journals. Main job: post. Engine posts; agent judges openings/exceptions.
Load shared/kernel-contract.md and shared/guardrails.md.
python3 scripts/post_journals.py \
--client-dir <client> \
--bank-code 1000 \
--opening-from-bank
# or with explicit openings pack
python3 scripts/post_journals.py \
--transactions workpapers/transactions.json \
--output workpapers/journals.json \
--openings workpapers/journals_opening.json \
--bank-code 1000
npx @cynco/accounting-skills post <client> --opening-from-bank
| Input | Rule |
|---|---|
Classified transactions.json | Every line has account_code (or fail) |
| Inflow | DR bank · CR code |
| Outflow | DR code · CR bank |
| Openings | --openings file or --opening-from-bank (equity offset) |
Prefer the script over line-by-line chat postings (scripts).
Done when: journals.json written and every JE balances (script exit 0).
python3 scripts/roll_tb.py --client-dir <client> --preliminary
npx @cynco/accounting-skills tb <client> --preliminary
TB totals only via roll_tb — never typed by the agent.
Done when: tb_preliminary.json exists and difference == 0 (or must stop recorded).
Client-supplied or payroll/sales books: append balancing JEs to journals.json (same schema), then re-run roll_tb. Each JE must balance or the roll fails.
workpapers/journals.json + workpapers/tb_preliminary.json.
Next: bank recon → YE → roll_tb --adjusted.