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Select entity COA and optional industry overlay. Use when COA setup, add account, or industry accounts.
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Baseado na classificação ocupacional SOC
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 | chart-of-accounts |
| description | Select entity COA and optional industry overlay. Use when COA setup, add account, or industry accounts. |
Ensure the COA fits entity type and reporting needs.
Load from references/coa_templates/ (Malaysia pack defaults):
coa_sdn_bhd.json, coa_bhd.json, coa_plt.json, coa_sole_prop.json, coa_partnership.json, coa_koperasi.jsonOther jurisdictions: references/jurisdictions/<id>/coa/.
Merge from references/coa_templates/industry/ after the entity base:
| Pack | Use when |
|---|---|
trading.json | Merchandise wholesale/retail |
services.json | Professional / agency services |
fnb.json | Food & beverage |
property.json | Investment property / rental |
construction.json | Contracting |
Overlay overlay_accounts win on intentional renames; document merges in client README.
Done when: active COA list on disk (entity base ± overlay) with suspense code and FS mapping skeleton.
Active COA list + industry overlay applied (if any) + FS mapping skeleton (code → SOFP/SOCI line).