菜单
Run bean-check plus custom validation rules on the ledger. Ensures every entry balances, accounts exist, and no common errors are present. Use after any ledger modification to verify integrity. CLEAR step: L (Log)
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 | cfo-validate |
| description | Run bean-check plus custom validation rules on the ledger. Ensures every entry balances, accounts exist, and no common errors are present. Use after any ledger modification to verify integrity. CLEAR step: L (Log) |
L — Log: Ensure every entry in the ledger is valid and correct.
You are the quality gate. Nothing gets committed without passing your checks.
# Prefer explicit path when you know it
./bin/cfo-check ./ledger/main.beancount
# Or rely on auto-discovery
./bin/cfo-check
Discovery order:
./bin/cfo-check./main.beancount./ledger/main.beancountmain.beancount found under the current working treeReport any errors with file, line number, and description.
Beyond bean-check, verify:
! (flagged) entries that need resolutionVALIDATION REPORT
═══════════════════
bean-check: PASS (0 errors)
Balance checks: PASS (12 assertions, all hold)
Orphan accounts: WARN (1 account with no transactions)
Future dates: PASS
Payee names: WARN (3 inconsistent names)
Receipts: WARN (2 transactions >$75 missing receipts)
Tax treatment: PASS
Flagged: INFO (1 flagged transaction remaining)
Duplicate risk: WARN (1 corrected reimport waiting for approval)
Overall: PASS with warnings
/cfo-snapshot commit/cfo-capture-dedupe — emits duplicate-risk findings and import manifests/cfo-snapshot — blocked until validation results are acceptableUse when preparing Canadian tax review packets for T4 employment income, rental income, sole proprietorships, corporations, GST/HST, payroll, or slip season. Anchors the workflow in CRA source pages, uses Taxtips only for secondary checklist ideas, and produces human-review tax prep packages instead of compliance claims.
Use when changing setup or uninstall behavior, onboarding intake, install-scope semantics, host registration docs, or setup-related agent guidance that should not live in AGENTS.md.
Initialize a new Beancount ledger from scratch. Chart of accounts for your business type, opening balances, Fava config, git initialization. Use after onboarding scope is clear and the user is ready to create files. CLEAR step: Meta
Root onboarding and routing command for CFO Stack. Start here when the user does not know which skill to use, needs first-run guidance, or wants the agent to decide whether to start zero-knowledge onboarding, set up a ledger, download statements, consult external models, search historical precedent, or review current books. CLEAR step: Meta
Beginner-friendly first-run guidance for users who do not understand bookkeeping, Beancount, or CFO Stack yet. Explains the workflow in plain language, gathers only high-level readiness information, and hands off cleanly to the right next skill. Use before `/cfo-setup` when the user is zero knowledge or overwhelmed. CLEAR step: Meta
Financial health assessment, FIRE planning, net worth tracking, and scenario modeling. Use when you want the big picture of your financial life. CLEAR step: R (Report)