菜单
Lock pack after QC pass (prove job). Use when finalise or lock accounts.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| 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.
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.