{"id":25830,"plugin_id":"plugin_asdk_app_6abd0fee216c819191349465958a49d5","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-10-02T00:28:52.603Z","digest":"d0d770f078abf6ba3e03316f3f1f8222ab28717edc842f08783a06ccd3afe883","against":null,"payload":{"name":"transaction-review","description":"Review bills and receipts awaiting review in Briefcase for a client, explain Autopilot decisions and review warnings, fix extracted values, and publish or archive with a preview first. Use when the user asks what needs review, why a transaction was coded a certain way, or wants to approve or clear a client's queue.","included_files":[],"skill_md_contents":"---\nname: transaction-review\ndescription: Review bills and receipts awaiting review in Briefcase for a client, explain Autopilot decisions and review warnings, fix extracted values, and publish or archive with a preview first. Use when the user asks what needs review, why a transaction was coded a certain way, or wants to approve or clear a client's queue.\n---\n\n# Transaction review in Briefcase\n\nWork as the signed-in Briefcase user on the clients they connected. Never guess a client: resolve the name with `briefcase_list_clients` first and confirm when two names are close.\n\n## Find what needs attention\n\n1. `briefcase_get_connection` once per session to confirm which clients are visible and whether changes are allowed.\n2. `briefcase_list_transactions` with `awaiting_review: true` for the client. Page with the returned cursor; do not ask for everything at once.\n3. For each item the user cares about, `briefcase_get_transaction`. Explain the extracted values, the Autopilot reasoning and every review warning in plain language before proposing an action.\n\n## Fix values\n\n- Use `briefcase_get_reference_data` for accounts (narrow with `account_class` or `search_term`), tax rates, tracking categories, businesses and properties before changing a coding. Quote the exact account name and code back to the user.\n- `briefcase_update_transaction` saves edits as metadata; it is last-write-wins, so read the transaction again before editing when the user has been working in the app.\n- Never change amounts, dates or suppliers without the user's confirmation. Say what you will change and wait.\n\n## Publish or archive\n\n- Always call `briefcase_publish_transaction` or `briefcase_archive_transaction` with `mode: preview` first. Summarise the preview: ledger, account, tax treatment, period, and anything that blocks it (missing supplier, locked period, permission).\n- Only after the user agrees, call again with `mode: execute`, the `preview_id` from the preview and a fresh `idempotency_key` (a random string you generate once per action).\n- If the call fails with a network error, retry with the same `idempotency_key`; Briefcase replays the original result rather than posting twice.\n- `FORBIDDEN` means the user lacks that permission in Briefcase or an administrator has paused assistant changes. Report it; do not look for another route.\n\n## Follow up\n\nUse `briefcase_get_operation` to check an action that returned `dispatched`. Point the user to Settings → AI assistants → Activity for the record of everything you changed.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}