flowstate-dojo-community-epicdm-flowstate-finance-core

Use this skill when a task touches packages/flowstate-finance-core, imports @epicdm/flowstate-finance-core, or needs to teach humans/agents how this package works.

Package identity:

• Package: @epicdm/flowstate-finance-core
• Repository: epic-flowstate-community
• Version authority: package.json (0.1.7)
• Dojo course: flowstate-dojo-community-epicdm-flowstate-finance-core

How to use the package:

• Purpose: Canonical journal-entry types and balance utilities shared across FlowState finance consumers. Phase 1 ships types + calculations; the posting engine, mapping resolver, and orchestrator land in subsequent phases (see docs/specs/2026-05-02-flowstate-finance-core-posting-engine-design.md).
• Start with package-local docs when present.
• Verify details against source and tests before changing behavior.
• Use the Dojo course lessons as the teaching path: setup, mental model, core workflow, integration, feature labs, maintenance.

Public surfaces discovered:

• TrialBalanceTotals
• isJournalEntryBalanced
• calculateAccountBalance
• calculateTrialBalance
• PostBatchMcpClient
• PostYnabTransactionsOpts
• PostYnabTransactionsResult
• postYnabTransactions
• CoaFixture
• JournalLineFixture
• JournalEntryFixture
• BudgetFixture
• MappingFixture
• YnabTxWithCategoryFixture
• ReportFakeServer
• TEST_ORG_ID
• TEST_WORKSPACE_ID
• makeReportFakeServer
• makeReportFakeMcp
• buildApAging
• buildArAging
• buildBalanceSheet
• buildBudgetVsActual
• buildCashFlowStatement
• buildCashflowDashboard
• buildGeneralLedger
• checkGlProjectedMode
• CoaRow
• fetchCoaMap
• buildMultiPeriodComparison

Composable feature skilllets:

• Account Type Selector: use feature labs for workflow, source anchor, and regression risk.
• Action Close Fiscal Period: use feature labs for workflow, source anchor, and regression risk.
• Action Create Journal Entry: use feature labs for workflow, source anchor, and regression risk.
• Action Reconcile Account: use feature labs for workflow, source anchor, and regression risk.
• Action Set Mapping: use feature labs for workflow, source anchor, and regression risk.
• Action Void Journal Entry: use feature labs for workflow, source anchor, and regression risk.
• Aggregate: use feature labs for workflow, source anchor, and regression risk.
• Aggregate With Client: use feature labs for workflow, source anchor, and regression risk.
• Build Ap Aging: use feature labs for workflow, source anchor, and regression risk.
• Build Ar Aging: use feature labs for workflow, source anchor, and regression risk.
• Build Balance Sheet: use feature labs for workflow, source anchor, and regression risk.
• Build Budget Vs Actual: use feature labs for workflow, source anchor, and regression risk.
• Build Cash Flow Statement: use feature labs for workflow, source anchor, and regression risk.
• Build Cashflow Dashboard: use feature labs for workflow, source anchor, and regression risk.
• Build General Ledger: use feature labs for workflow, source anchor, and regression risk.
• Build Multi Period Comparison: use feature labs for workflow, source anchor, and regression risk.
• Build Net Worth Trend: use feature labs for workflow, source anchor, and regression risk.
• Build Profit Loss: use feature labs for workflow, source anchor, and regression risk.
• Build Query Account Balance: use feature labs for workflow, source anchor, and regression risk.
• Build Query Account History: use feature labs for workflow, source anchor, and regression risk.
• Build Query Chart Of Accounts: use feature labs for workflow, source anchor, and regression risk.
• Build Query Journal Entries: use feature labs for workflow, source anchor, and regression risk.
• Build Query Mappings: use feature labs for workflow, source anchor, and regression risk.
• Build Query Transactions: use feature labs for workflow, source anchor, and regression risk.
• Build Spend By Category: use feature labs for workflow, source anchor, and regression risk.
• Build Trial Balance: use feature labs for workflow, source anchor, and regression risk.
• Calculate Account Balance: use feature labs for workflow, source anchor, and regression risk.
• Calculate Trial Balance: use feature labs for workflow, source anchor, and regression risk.
• Cash Side For Amount: use feature labs for workflow, source anchor, and regression risk.
• Check Gl Projected Mode: use feature labs for workflow, source anchor, and regression risk.
• Compute Source Version: use feature labs for workflow, source anchor, and regression risk.
• Create Resolver State: use feature labs for workflow, source anchor, and regression risk.
• Current Month: use feature labs for workflow, source anchor, and regression risk.
• Current Quarter: use feature labs for workflow, source anchor, and regression risk.
• Date Range Selector: use feature labs for workflow, source anchor, and regression risk.
• Decide Idempotency: use feature labs for workflow, source anchor, and regression risk.
• Detect Transfer Leg: use feature labs for workflow, source anchor, and regression risk.
• Ensure Suspense Account: use feature labs for workflow, source anchor, and regression risk.
• Expand Subtransactions: use feature labs for workflow, source anchor, and regression risk.
• Fetch Coa: use feature labs for workflow, source anchor, and regression risk.
• 23 additional feature skilllets are listed in dojo-manifest.json and agent-skillset.md.

Agent operating rules:

• Treat package.json as the Dojo version authority.
• Do not turn feature inventory into user-facing lessons without workflow context.
• Update this Dojo package when package behavior, docs, examples, or feature inventory changes.
• Verify downstream packages when package use and connection metadata shows inbound dependencies or references.
• Never mark publish status passed without successful cloud publish and catalog lookup.

Use this Dojo skill with package human docs, package-local feature inventory, agent-skillset.md, and the generated course.json in this folder. Keep this manifest version aligned with package.json.