Update to Briefcase

{
  "description": "Review and maintain prepayments, deferred income, accruals and fixed asset depreciation for a Briefcase client at period end, read the close trackers, draft new schedules and adjustments, and publish them with a preview first. Use when the user asks about month-end, year-end, prepayment or accrual schedules, depreciation, or what is left to post for a period.",
  "included_files": [],
  "name": "financial-close-review",
  "skill_md_contents": "---\nname: financial-close-review\ndescription: Review and maintain prepayments, deferred income, accruals and fixed asset depreciation for a Briefcase client at period end, read the close trackers, draft new schedules and adjustments, and publish them with a preview first. Use when the user asks about month-end, year-end, prepayment or accrual schedules, depreciation, or what is left to post for a period.\n---\n\n# Financial close review in Briefcase\n\nEverything here needs the FINANCIAL_CLOSE permission in Briefcase. If a call returns `FORBIDDEN`, tell the user which permission is missing rather than trying another tool.\n\n## Read before you write\n\n1. `briefcase_get_close_tracker` for the client and period. Explain the grid: opening balance, movement in the period, closing balance, and which periods are posted, due or paused.\n2. `briefcase_list_close_items` for one `module` at a time (`prepayment`, `deferred_income`, `accrual`, `fixed_asset`). The list gives each schedule's period summary; `briefcase_get_close_item` gives its periods (set `period_start_date` and `period_end_date` for a long schedule) and the detail the user asks about, including the source transaction where there is one.\n3. Cross-check with `briefcase_list_transactions` when the user suspects a prepayment was published as a straight expense.\n\nReport amounts in the client's currency exactly as returned. Do not recompute schedules yourself; the tracker is authoritative.\n\n## Draft changes\n\n- `briefcase_create_close_item` creates drafts only. Accruals are created as a draft adjustment and are not posted. Always send a fresh `idempotency_key`.\n- `briefcase_update_close_item` edits a draft or the future periods of a schedule. For an accrual it edits the adjustment amount, date and lines, not the recurring parent's estimate.\n- Use `briefcase_get_reference_data` for balance sheet and expense accounts, and quote the account the schedule will post to.\n\n## Publish, archive, restore\n\n- Preview first: `mode: preview` on `briefcase_publish_close_item`, `briefcase_archive_close_item` or `briefcase_unarchive_close_item`. Summarise the journals that would post or reverse, the periods affected and any lock-date conflicts.\n- Execute only after the user agrees, with the `preview_id`, `mode: execute` and a fresh `idempotency_key`.\n- Publishing a schedule starts posting in Briefcase and the connected ledger; archiving reverses what was posted and stops future periods. Say this plainly before executing.\n- Published fixed assets and committed accrual adjustments cannot be edited here; direct the user to the Briefcase app.\n\n## Wrap up\n\nRe-read the tracker after publishing so the user sees the updated position, and remind them the changes appear under Settings → AI assistants → Activity.\n"
}