cfo-ledger-ops

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Original

English

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Translation

Chinese

CFO Ledger Ops

CFO账本运营

Use this skill when the task touches:

canonical C.L.E.A.R. workflow guidance
Beancount account, metadata, or policy conventions
expected ledger file layout
monthly, quarterly, or year-end operating sequences
docs or prompts that describe how CFO Stack ledgers should be structured

当任务涉及以下内容时使用此skill：

标准C.L.E.A.R.工作流指南
Beancount账户、元数据或策略约定
约定的账本文件布局
月度、季度或年末运营流程
描述CFO Stack账本应如何构建的文档或提示词

Canonical Workflow

标准工作流

The C.L.E.A.R. cycle is:

Capture -> Log -> Extract -> Automate -> Report

Default operating sequences:

Monthly:

/capture

/classify

/reconcile

/report

/snapshot

If files are not on disk yet:

/statement-export

/statement-export-private

/capture

Quarterly:
```
/quarterly-tax
```
->
```
/tax-plan
```
Year-end:
```
/audit
```
->
```
/report
```
->
```
/snapshot
```

Use

/consult

when the user needs cross-model thinking on:

ambiguous bookkeeping treatment
tax framing or IRS/CRA interpretation questions
competing ledger-modeling approaches
workflow or reporting tradeoffs that benefit from external model comparison

For IRS/CRA questions, anchor the work in official-source text or the jurisdiction pack first. Model output is review input, not compliance approval.

C.L.E.A.R.周期是：

Capture -> Log -> Extract -> Automate -> Report

默认运营流程：

月度：

/capture

/classify

/reconcile

/report

/snapshot

如果文件还未存到磁盘：

/statement-export

或

/statement-export-private

/capture

季度：
```
/quarterly-tax
```
->
```
/tax-plan
```
年末：
```
/audit
```
->
```
/report
```
->
```
/snapshot
```

当用户需要跨模型思考以下问题时使用

/consult

：

模糊的记账处理方式
税框架或IRS/CRA解释相关问题
有冲突的账本建模方法
可通过外部模型对比优化的工作流或报告权衡方案

对于IRS/CRA相关问题，首先以官方来源文本或辖区包内容为依据。模型输出仅作为审核输入，不构成合规批准。

Beancount Conventions

Beancount约定

Operating currencies:
```
CAD
```
,
```
USD
```
unless the ledger says otherwise

Account hierarchy example:

Assets:Bank:InstitutionName

Expenses:Category:Subcategory

Policy lookup order: ledger-local
```
cfo-stack.yaml
```
, then global
```
~/.cfo-stack/config.yaml
```

Metadata tags:

```
classify: auto|confirmed|manual
```
```
receipt: path/to/file
```
```
receipt-ocr: path/to/processed/file
```

Balance assertions are required at monthly close
Recoverable sales tax belongs in receivable/asset accounts, not expense accounts

运营货币：
```
CAD
```
、
```
USD
```
，除非账本另有说明

账户层级示例：

Assets:Bank:InstitutionName

、

Expenses:Category:Subcategory

策略查找顺序：账本本地
```
cfo-stack.yaml
```
，然后是全局
```
~/.cfo-stack/config.yaml
```

元数据标签：

```
classify: auto|confirmed|manual
```
```
receipt: path/to/file
```
```
receipt-ocr: path/to/processed/file
```

月度结账时必须提供余额断言
可退回的销售税应计入应收/资产账户，而非费用账户

Canonical Ledger Layout

标准账本布局

text

ledger/
├── cfo-stack.yaml
├── capture/
│   └── statement-export.yaml
├── main.beancount
├── accounts.beancount
├── YYYY/
│   ├── MM-transactions.beancount
│   └── MM-reconciliation.beancount
├── prices.beancount
├── tax/
│   └── jurisdiction.yaml
└── rules/
    └── classify-rules.yaml

text

ledger/
├── cfo-stack.yaml
├── capture/
│   └── statement-export.yaml
├── main.beancount
├── accounts.beancount
├── YYYY/
│   ├── MM-transactions.beancount
│   └── MM-reconciliation.beancount
├── prices.beancount
├── tax/
│   └── jurisdiction.yaml
└── rules/
    └── classify-rules.yaml

Editing Guidance

编辑指南

Prefer updating the most specific slash-skill under
```
skills/*/SKILL.md
```
when behavior is command-specific.
Keep
```
AGENTS.md
```
limited to durable repo-wide guardrails and routing hints.
If a convention becomes detailed enough to need examples or edge cases, keep the detail here or in another repo-local skill instead of expanding
```
AGENTS.md
```
.

当行为属于特定命令时，优先更新
```
skills/*/SKILL.md
```
下最具体的斜杠skill
```
AGENTS.md
```
仅保留持久化的全仓库范围约束和路由提示
如果某条约定的细节足够多，需要示例或边缘场景说明，将细节保留在此处或其他仓库本地skill中，不要扩展
```
AGENTS.md
```
。