bcquality/microsoft/skills/review/al-finance-review.md

kind	id	version	title	description	inputs	outputs	bc-version	technologies	countries	application-area
action-skill	al-finance-review	1	AL Finance review	Reviews financial journal posting, ledger corrections, applications, VAT handling, and posting-linked dimensions against BCQuality Finance guidance.	pr-diff file-path folder-path	findings-report	all	al	w1	all

AL Finance review

Reviews the finance knowledge domain. This is a leaf action skill composed by al-code-review; it invokes no other skills. Application-area metadata does not gate Finance coverage; resolved source records and operations do.

Source

Apply the source-surface gate in Relevance before retrieving knowledge. If it passes, use READ's Bounded retrieval for review skills workflow with -Domain finance. Consume every catalog page across enabled layers, preserving each exact path and applicability metadata. Do not select a top-k catalog or deduplicate by basename. Open complete bodies only for exact Worklist paths, in stable chunks of at most eight, consuming every continuation. If the helper or prepared index is unavailable or invalid, use READ's explicit path-discovery and bounded native-read fallback; a retrieval error is not an empty corpus.

Relevance

Apply READ's frontmatter matching rules using only known task dimensions. Use the target application version from app.json when available; do not invent a country or application area from a filename or UI ApplicationArea token. Retain conditional articles only when configured, cap resulting confidence at medium, and name every unknown dimension in the finding.

Inspect the supplied AL scope and its enclosing declarations. Admit only changed executable behavior involving at least one of these surfaces:

• General-journal construction or posting, journal-batch processing, or an event subscriber whose resolved publisher is in the financial posting path.
• Writes or correction/application/reversal calls involving G/L Entry, Cust. Ledger Entry, Vendor Ledger Entry, Detailed Cust. Ledg. Entry, Detailed Vendor Ledg. Entry, VAT Entry, or financial-posting/G/L-register records.
• Dimension transfer or dimension-set mutation connected by visible data flow to an existing general journal, financial posting document, or Finance-owned ledger record.

Exclude Item Ledger Entry, Value Entry, Capacity/Warehouse entries, Item Application Entry, and other inventory-posting records owned by SCM. Do not adopt their findings when the SCM skill is absent or disabled. For one inventory-originated posting bypass, equivalent findings have one SCM primary owner; distinct independent financial defects remain Finance. Classify the operation and actual record, not an inventory/finance word in a module name.

Return not-applicable when none is present. Imports, object names, comments, read-only ledger displays, generic Amount/Date/Open fields, and calls to DimensionManagement without posting-linked context do not establish relevance. For a diff, retain surrounding variable types, field provenance, event attributes, and reachable helpers; do not review isolated added lines without the context needed to classify their record or call.

Worklist

Match the complete relevant catalog's keywords, titles, and descriptions to the admitted source surfaces. Add an exact catalog path only when its concern maps to the changed behavior; generic financial vocabulary is not enough. The following deterministic cues must select their named articles even if keyword ranking would otherwise omit them:

• Persistent Finance-owned ledger inserts reached from extension posting code — post-ledger-entries-through-posting-codeunits.
• Persisted general-journal lines posted through a line-codeunit loop or custom aggregate check, with visible template/document/date balancing context — preserve-journal-batch-document-balance.
• Imported net/tax/gross values mapped into Gen. Journal Line.Amount, with evidence of the VAT posting mode and posting-setup combination — normal-vat-journal-amount-includes-vat.
• Persisted original Finance accounting-value changes, deletion of Finance rows, or fabricated reversal flags/links — do-not-modify-or-delete-posted-ledger-entries.
• Customer/vendor settlement/reopening code writing Open, closure fields, detailed customer/vendor application amounts, or unapplication flags — apply-ledger-entries-through-application-codeunits.
• A due-date change persisted on an existing customer/vendor ledger entry — change-ledger-due-dates-through-entry-edit.
• A Reversal Entry.ReverseTransaction or ReverseRegister argument with visible ledger-entry, transaction, or register provenance — reverse-transactions-by-transaction-number.
• A complete Finance posting-dimension transfer represented by shortcut/global fields or a Dimension Set ID assignment — write-dimensions-as-dimension-set-entries.
• A dimension/value membership change on Dimension Set Entry, reached from a general-journal/financial-document/Finance-ledger set ID — do-not-edit-shared-dimension-sets.

These are retrieval cues, not findings. Use the selected articles' normative exceptions and ownership boundaries to classify standard workflows, temporary records, operational edits, and extension fields. Do not select a Finance ledger rule from *Ledger Entry or Insert/Modify alone. Finance does not own SCM records, generic custom-table/master dimension wiring, number-series API migration, or general AL validation, locking, transaction, and event-style advice. Do not add those concerns as Finance agent findings.

Resolve actual normative conflicts across layers per READ and record suppressed candidates per DO. Keep every remaining exact path in a stable worklist. Return no-knowledge if no applicable Finance knowledge survives filtering or configuration; return completed with no findings when applicable knowledge exists but no article matches the admitted changes.

Action

Evaluate every worklist article in full against the changed behavior and its surrounding control flow. Establish record type, existing versus newly prepared state, temporariness, fields actually persisted, argument provenance, and the posting/edit API boundary before emitting a finding. Do not infer a financial defect from a method name, missing external setup, or unsupported speculation about callers.

Use the most specific article for the correction: application-state, due-date, and shared-dimension findings must not also become generic posted-row findings for the same change. Do not emit an equivalent Finance finding for the financial-row leg of one SCM-owned inventory posting bypass; evaluate a distinct financial defect only when its corrective action is independent. Emit major for a demonstrated financial-correctness violation and reserve blocker for directly evidenced destructive corruption under DO's severity rules. Applicability alone produces no finding.

Set high confidence only for established source evidence and known matching context. Domain-scoped agent findings follow DO's precision bar and remain capped at minor/medium; do not broaden this pass into other AL domains. Provide literal suggested-code for complete, local, unambiguous fixes. Otherwise give suggested-code-omission-reason, particularly when selecting the correct posting workflow requires business context.

Follow DO's acceptance gate and outcome rules. Report partial rather than silently dropping worklist items when a budget is reached, and failed for an unrecoverable retrieval or evaluation error.

Output

Output conforms to the DO findings-report contract. Every finding this skill emits MUST set findings[].domain to "Finance".