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feat(catalog): seven finance roles - #225

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httpsphl merged 2 commits into
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feat/catalog-finance-roles
Oct 9, 2026
Merged

httpsphl merged 2 commits into
mainfrom
feat/catalog-finance-roles

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@httpsphl httpsphl commented Oct 9, 2026

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Seven roles in a new Finance category (G4): bookkeeper, budget planner, financial analyst, cash flow forecaster, bills assistant, invoicing assistant and tax organizer. The catalog goes from 66 to 73 roles, with the text in English, Portuguese and Spanish.

None of them pays, transfers, trades, signs in to a bank or tax site, or asks for a password or card number: the owner makes every payment and every send. Each sheet and each card says it does not replace an accountant or an adviser, and none gives investment or loan advice (spec 26.7).

New finance category: enum in botloft-core, the chief's tool schema, the Agency filter chip, and the regenerated protocol.gen.ts.

Stacked on #224 (design roles); merge that one first.

Checks

  • cargo fmt, clippy -D warnings, catalog_lint, catalog and chief tests pass
  • pnpm check passes (556 tests)

Manual (needs the real Claude Code)

Create the bills assistant, the cash flow forecaster and the tax organizer in a crew and give each a typical task; see that none tries to pay or sign in anywhere, and that the tax organizer sends doubtful items to the accountant instead of deciding.

Brand guardian, UI designer, UX architect, accessibility reviewer,
presentation designer, infographic designer, image prompt writer and
design critic, with their text in the three languages. The catalog is now
66 roles; search and the category filter already cover them.

Spec 18 drops item 6 (remote access with Tailscale), kept as a numbered
slot so references to the other items stay valid: the phone uses the
account server (28) instead.
Bookkeeper, budget planner, financial analyst, cash flow forecaster, bills
assistant, invoicing assistant and tax organizer, with their text in the
three languages. None moves money, signs in to a bank or tax site or asks
for a password, and each says it does not replace an accountant or an
adviser (spec 26.7). The catalog is now 73 roles.
@httpsphl
httpsphl enabled auto-merge October 9, 2026 14:04
@httpsphl
httpsphl merged commit b85d610 into main Oct 9, 2026
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