compte-de-resultat
Build a profit & loss statement (compte de résultat / income statement) from a Well workspace. Use when the user asks for a P&L, income statement, compte de résultat, revenue vs expenses, or net result over a period.
适合你，如果你需要快速从工作空间数据生成利润与亏损报表。
npx oh-my-skill add wellapp-ai/well/compte-de-resultatcurl -fsSL https://oh-my-skill.com/install.sh | bash -s -- wellapp-ai/well/compte-de-resultatnpx oh-my-skill verify wellapp-ai/well/compte-de-resultat怎么用
商店整理自技能原文 · 版本 782601c · 表述以原文为准Claude 会查询 Well 工作区的会计总账（posted accounting ledger），根据账户代码汇总收入和费用，生成损益表（compte de résultat / income statement），并计算净利润。
当你要求制作损益表、收入表、compte de résultat、收入与费用对比，或查询某个期间内的净结果时触发。
技能原文 SKILL.md
Compte de résultat (P&L) from Well
A correct income statement comes from the posted accounting ledger, not from raw invoices. Well's sync/posting pipelines post invoices and bank transactions into journal_entries against ledger_accounts; that posted data already handles classification, accruals, and settlement that a raw-invoice sum misses.
Do this
- Discover the schema first (see
well:querying-well-data): well_get_schema("ledger_accounts")— the chart of accounts. Look for the account code/number and name/type fields; income-statement accounts are the revenue and expense classes (in a French plan comptable, classe 7 = produits, classe 6 = charges).well_get_schema("journal_entries")andwell_get_schema("journal_entry_lines")if present — the posted movements with debit/credit amounts and the date you'll filter the period on.- Scope the period with a
whereClauseon the posting/entry date (e.g._gtestart,_lteend). - Aggregate by account: sum the posted amounts per ledger account, then group revenue accounts and expense accounts.
- Net result = total produits (revenue) − total charges (expenses).
Do NOT
- Do not reconstruct the P&L by summing issued invoices as revenue and received invoices as expenses. That misses postings, non-invoice entries, accruals, and account classification, and double-counts or omits settlement. Use the ledger.
- Do not hardcode account codes you haven't confirmed from
well_get_schema/the data — read the chart of accounts first.
If the ledger is empty
If journal_entries / ledger_accounts return no rows for the workspace, the books may not be posted yet. Say so explicitly, and only then offer an invoice-based approximation — clearly labelled as an estimate, not the compte de résultat — built from invoices (issued = revenue proxy, received = expense proxy) over the period.
Present it
Group the output as: Produits (revenue) lines → total; Charges (expense) lines → total; Résultat net. Note the currency and the period. Offer a month-by-month or category breakdown as a follow-up.