/source-documents

Purpose

Build a complete source-document inventory and readiness score before recording transactions.
If files are still scattered (Desktop dumps, multi-path @ mentions), run shelf-first first (shared/shelf-first.md / client-workspace).

Preconditions

1. Read shared guardrails (shared/guardrails.md) and shared/shelf-first.md.
2. Load firm profile from ~/.claude/plugins/config/claude-for-accounting/firm-profile.md if present.
3. Load plugin config from ~/.claude/plugins/config/claude-for-accounting/{{plugin}}/CLAUDE.md if present.
4. Load active client engagement README / workspace if one is open.
5. Active job should already have clients/<slug>/ (or create it now).
6. Never fabricate numbers. Re-read source documents if figures are missing from context.

Document categories to inventory