flowstate-app-cashflow Package Skill

Package: @epicdm/flowstate-app-cashflow Repository: epic-flowstate-apps Path: packages/flowstate-app-cashflow Version: 1.0.0

Use this published Dojo skill as the package-level entrypoint. For detailed workflows, use the package-local skills listed below.

Primary Package Workflow

Cashflow Local Finance

Status: Active Purpose: Keep local-first finance records, setup wizard payloads, and dashboard displays consistent. Scope: packages/flowstate-app-cashflow/src/hooks, src/components, src/pages, and src/utils Trigger: Work touches local financial records or setup wizard flows. Input: Target local finance workflow. Output: Updated hooks/components with org, workspace, and user metadata preserved.

Workflow

1. Start with the hook for the record type: useAccounts.ts, useCategories.ts, useTransactions.ts, useBudgets.ts, useIncomeStatements.ts, useScheduledIncome.ts, or useScheduledTransactions.ts.
2. Preserve orgId, workspaceId, createdBy, and timestamp metadata on created records where the hook already sets them.
3. For account UI, check components/accounts/* and accountTypeUtils.ts.
4. For categories and budgeted amounts, check useCategories.ts; local update succeeds even when remote YNAB budget sync fails.
5. For setup wizard changes, update pages/SetupWizard/steps/*, WizardContext.tsx, and useSetupWizard.ts together.
6. For scheduled amounts, use utils/frequencyUtils.ts instead of reimplementing monthly conversion.

Verification

• yarn workspace @epicdm/flowstate-app-cashflow build
• Add focused tests for frequency conversion, setup payload assembly, or category update behavior when changed.

Created: 2026-06-30

Package Skill Inventory

FlowState Cashflow Skill Inventory

Reviewed: 2026-06-30

Skills

Review Gate

FlowState Cashflow Skills Review

Reviewed: 2026-06-30 Status: Pass with verification caveat

Checks

• Skills separate local finance workflows from optional YNAB sync.
• Skills cite hook, setup wizard, sync, and mapper source paths.
• Skills note available package scripts accurately.

Residual Risk

package.json lacks typecheck and test scripts. Use build as the package-local TypeScript gate, and add focused tests before changing YNAB mappers, sync state, or financial calculations.

Start with this skill to understand the package purpose, then use the package-local focused skills for specific workflows. Keep this Dojo version aligned with packages/flowstate-app-cashflow/package.json. Do not treat generated feature lists as lessons; use workflow evidence from CODE-REVIEW.md, SKILL-INVENTORY.md, and REVIEW.md.