opencode-skills-collection 4.1.0 → 4.1.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (219) hide show
  1. package/README.md +46 -42
  2. package/bundled-skills/.antigravity-install-manifest.json +127 -1
  3. package/bundled-skills/360-feedback-system/SKILL.md +481 -0
  4. package/bundled-skills/access-matrix/SKILL.md +338 -0
  5. package/bundled-skills/accounting-audit-system-builder/SKILL.md +302 -0
  6. package/bundled-skills/accounting-audit-system-builder/references/catalog.md +114 -0
  7. package/bundled-skills/accounting-software-selection/SKILL.md +427 -0
  8. package/bundled-skills/accounting-software-selection/references/build-artifacts.md +362 -0
  9. package/bundled-skills/accounting-software-selection/references/common-pitfalls.md +44 -0
  10. package/bundled-skills/accounting-software-selection/references/field-reference.md +93 -0
  11. package/bundled-skills/accounting-software-selection/references/select-options.md +202 -0
  12. package/bundled-skills/admin-access-register/SKILL.md +381 -0
  13. package/bundled-skills/advanced-analytics-dashboard/SKILL.md +318 -0
  14. package/bundled-skills/ai-image-generation-studio/SKILL.md +259 -0
  15. package/bundled-skills/ai-logo-maker/SKILL.md +259 -0
  16. package/bundled-skills/ai-multilingual-dubbing/SKILL.md +259 -0
  17. package/bundled-skills/ai-photo-restyler/SKILL.md +259 -0
  18. package/bundled-skills/ai-podcast-voiceover/SKILL.md +259 -0
  19. package/bundled-skills/alumni-re-hire-tracker/SKILL.md +314 -0
  20. package/bundled-skills/announcement-board/SKILL.md +336 -0
  21. package/bundled-skills/antigravity-maintainer-batch-release/SKILL.md +48 -3
  22. package/bundled-skills/asset-it-management/SKILL.md +407 -0
  23. package/bundled-skills/attendance/SKILL.md +331 -0
  24. package/bundled-skills/audit-log/SKILL.md +314 -0
  25. package/bundled-skills/audit-preparation/SKILL.md +416 -0
  26. package/bundled-skills/beatra/SKILL.md +260 -0
  27. package/bundled-skills/board-governance/SKILL.md +360 -0
  28. package/bundled-skills/brand-growth-system-builder/SKILL.md +360 -0
  29. package/bundled-skills/brand-kit-print-collateral/SKILL.md +498 -0
  30. package/bundled-skills/buddy-program-manager/SKILL.md +329 -0
  31. package/bundled-skills/budget-cash-flow/SKILL.md +352 -0
  32. package/bundled-skills/busabase/SKILL.md +118 -0
  33. package/bundled-skills/business-email-template/SKILL.md +480 -0
  34. package/bundled-skills/business-email-template/references/common-pitfalls.md +30 -0
  35. package/bundled-skills/business-website-setup/SKILL.md +489 -0
  36. package/bundled-skills/business-website-setup/references/common-pitfalls.md +32 -0
  37. package/bundled-skills/candidate-talent-pool/SKILL.md +359 -0
  38. package/bundled-skills/capacity-workload-planner/SKILL.md +354 -0
  39. package/bundled-skills/changelog-entry/SKILL.md +141 -0
  40. package/bundled-skills/clients-accounts/SKILL.md +398 -0
  41. package/bundled-skills/code-of-conduct/SKILL.md +488 -0
  42. package/bundled-skills/code-of-conduct/references/common-pitfalls.md +31 -0
  43. package/bundled-skills/company-email-accounts/SKILL.md +404 -0
  44. package/bundled-skills/competency-matrix/SKILL.md +335 -0
  45. package/bundled-skills/contract-document-renewal/SKILL.md +396 -0
  46. package/bundled-skills/course-upskilling-requests/SKILL.md +354 -0
  47. package/bundled-skills/credit-cycle-analysis/SKILL.md +303 -0
  48. package/bundled-skills/credit-cycle-analysis/references/best-practices.md +35 -0
  49. package/bundled-skills/credit-cycle-analysis/references/common-pitfalls.md +5 -0
  50. package/bundled-skills/credit-cycle-analysis/references/examples.md +34 -0
  51. package/bundled-skills/credit-cycle-analysis/references/field-reference.md +47 -0
  52. package/bundled-skills/credit-cycle-analysis/references/how-it-works.md +494 -0
  53. package/bundled-skills/credit-cycle-analysis/references/security-notes.md +16 -0
  54. package/bundled-skills/credit-cycle-analysis/references/select-options.md +32 -0
  55. package/bundled-skills/csv-manual-export/SKILL.md +499 -0
  56. package/bundled-skills/csv-manual-export/references/common-pitfalls.md +19 -0
  57. package/bundled-skills/culture-retention/SKILL.md +346 -0
  58. package/bundled-skills/data-export-engine/SKILL.md +308 -0
  59. package/bundled-skills/data-privacy-controls/SKILL.md +317 -0
  60. package/bundled-skills/day-book/SKILL.md +499 -0
  61. package/bundled-skills/day-book/references/best-practices.md +32 -0
  62. package/bundled-skills/day-book/references/common-pitfalls.md +58 -0
  63. package/bundled-skills/day-book/references/field-reference.md +45 -0
  64. package/bundled-skills/day-book/references/how-it-works.md +7 -0
  65. package/bundled-skills/day-book/references/related-skills.md +18 -0
  66. package/bundled-skills/day-book/references/relations.md +14 -0
  67. package/bundled-skills/day-book/references/reusable-prompt.md +50 -0
  68. package/bundled-skills/day-book/references/security-safety-notes.md +19 -0
  69. package/bundled-skills/day-book/references/select-options.md +38 -0
  70. package/bundled-skills/dei-dashboard/SKILL.md +307 -0
  71. package/bundled-skills/design-theme-guide/SKILL.md +472 -0
  72. package/bundled-skills/disciplinary-pip-tracker/SKILL.md +345 -0
  73. package/bundled-skills/document-management-system/SKILL.md +328 -0
  74. package/bundled-skills/ecommerce-listing-image-set/SKILL.md +259 -0
  75. package/bundled-skills/employee-suggestion-hub/SKILL.md +322 -0
  76. package/bundled-skills/esop-equity-tracker/SKILL.md +331 -0
  77. package/bundled-skills/events-activities/SKILL.md +355 -0
  78. package/bundled-skills/expense-accounting/SKILL.md +496 -0
  79. package/bundled-skills/expense-accounting/references/common-pitfalls.md +41 -0
  80. package/bundled-skills/expense-accounting/references/related-skills.md +11 -0
  81. package/bundled-skills/expense-accounting/references/reusable-prompt.md +36 -0
  82. package/bundled-skills/expense-management/SKILL.md +351 -0
  83. package/bundled-skills/free-design-resources/SKILL.md +480 -0
  84. package/bundled-skills/free-design-resources/references/common-pitfalls.md +44 -0
  85. package/bundled-skills/free-design-resources/references/related-skills.md +24 -0
  86. package/bundled-skills/free-design-resources/references/reusable-prompt.md +12 -0
  87. package/bundled-skills/gamification-engine/SKILL.md +307 -0
  88. package/bundled-skills/gbp-local-seo-intent/SKILL.md +466 -0
  89. package/bundled-skills/gbp-local-seo-intent/references/best-practices.md +41 -0
  90. package/bundled-skills/gbp-local-seo-intent/references/common-pitfalls.md +40 -0
  91. package/bundled-skills/gbp-local-seo-intent/references/related-skills.md +17 -0
  92. package/bundled-skills/gbp-local-seo-intent/references/reusable-prompt.md +11 -0
  93. package/bundled-skills/gbp-local-seo-intent/references/security-safety-notes.md +27 -0
  94. package/bundled-skills/health-wellness/SKILL.md +334 -0
  95. package/bundled-skills/intern-program/SKILL.md +354 -0
  96. package/bundled-skills/internal-communication/SKILL.md +318 -0
  97. package/bundled-skills/inventory-stock-reconciliation/SKILL.md +470 -0
  98. package/bundled-skills/inventory-stock-reconciliation/references/best-practices.md +18 -0
  99. package/bundled-skills/inventory-stock-reconciliation/references/common-pitfalls.md +42 -0
  100. package/bundled-skills/inventory-stock-reconciliation/references/related-skills.md +13 -0
  101. package/bundled-skills/inventory-stock-reconciliation/references/relations.md +8 -0
  102. package/bundled-skills/inventory-stock-reconciliation/references/reusable-prompt.md +31 -0
  103. package/bundled-skills/inventory-stock-reconciliation/references/security-safety-notes.md +17 -0
  104. package/bundled-skills/inventory-stock-reconciliation/references/select-options.md +45 -0
  105. package/bundled-skills/invoices-billing/SKILL.md +385 -0
  106. package/bundled-skills/issue-grievance-tracker/SKILL.md +400 -0
  107. package/bundled-skills/json-schema-manual/SKILL.md +309 -0
  108. package/bundled-skills/json-schema-manual/references/best-practices.md +9 -0
  109. package/bundled-skills/json-schema-manual/references/common-pitfalls.md +25 -0
  110. package/bundled-skills/json-schema-manual/references/input-modules.md +203 -0
  111. package/bundled-skills/json-schema-manual/references/related-skills.md +8 -0
  112. package/bundled-skills/json-schema-manual/references/reusable-prompt.md +10 -0
  113. package/bundled-skills/json-schema-manual/references/security-safety-notes.md +13 -0
  114. package/bundled-skills/knowledge-base/SKILL.md +318 -0
  115. package/bundled-skills/kpi-tracker/SKILL.md +345 -0
  116. package/bundled-skills/learning-career-development/SKILL.md +349 -0
  117. package/bundled-skills/leave-management/SKILL.md +341 -0
  118. package/bundled-skills/legal-compliance-vault/SKILL.md +324 -0
  119. package/bundled-skills/linktree-link-hub/SKILL.md +453 -0
  120. package/bundled-skills/logo-image-design/SKILL.md +459 -0
  121. package/bundled-skills/loki-mode/examples/todo-app-generated/backend/package-lock.json +3 -3
  122. package/bundled-skills/loki-mode/examples/todo-app-generated/backend/package.json +2 -1
  123. package/bundled-skills/mentorship-program/SKILL.md +332 -0
  124. package/bundled-skills/mirrord/SKILL.md +90 -0
  125. package/bundled-skills/monthly-closing-statements/SKILL.md +488 -0
  126. package/bundled-skills/monthly-closing-statements/references/related-skills.md +17 -0
  127. package/bundled-skills/monthly-closing-statements/references/reusable-prompt.md +8 -0
  128. package/bundled-skills/music-generation-studio/SKILL.md +259 -0
  129. package/bundled-skills/notification-reminder-hub/SKILL.md +324 -0
  130. package/bundled-skills/notion-manual-import/SKILL.md +376 -0
  131. package/bundled-skills/notion-manual-import/references/best-practices.md +10 -0
  132. package/bundled-skills/notion-manual-import/references/common-pitfalls.md +26 -0
  133. package/bundled-skills/notion-manual-import/references/input-modules.md +203 -0
  134. package/bundled-skills/notion-manual-import/references/related-skills.md +7 -0
  135. package/bundled-skills/notion-manual-import/references/reusable-prompt.md +8 -0
  136. package/bundled-skills/notion-manual-import/references/security-safety-notes.md +15 -0
  137. package/bundled-skills/observability-cloud-planning/SKILL.md +487 -0
  138. package/bundled-skills/observability-cloud-planning/references/common-pitfalls.md +39 -0
  139. package/bundled-skills/observability-cloud-planning/references/related-skills.md +20 -0
  140. package/bundled-skills/observability-cloud-planning/references/reusable-prompt.md +12 -0
  141. package/bundled-skills/observability-cloud-planning/references/security-safety-notes.md +30 -0
  142. package/bundled-skills/offboarding-exit/SKILL.md +343 -0
  143. package/bundled-skills/offer-appointment/SKILL.md +351 -0
  144. package/bundled-skills/okr-system/SKILL.md +355 -0
  145. package/bundled-skills/omentir-linkedin-outreach/SKILL.md +96 -0
  146. package/bundled-skills/onboarding-playbook/SKILL.md +292 -0
  147. package/bundled-skills/organization-design/SKILL.md +324 -0
  148. package/bundled-skills/party-ledger-reconciliation/SKILL.md +411 -0
  149. package/bundled-skills/payment-accounting/SKILL.md +421 -0
  150. package/bundled-skills/payments-received/SKILL.md +315 -0
  151. package/bundled-skills/payroll-finance/SKILL.md +351 -0
  152. package/bundled-skills/people-directory/SKILL.md +459 -0
  153. package/bundled-skills/performance-management/SKILL.md +367 -0
  154. package/bundled-skills/petty-cash-management/SKILL.md +448 -0
  155. package/bundled-skills/policy-acknowledgement/SKILL.md +314 -0
  156. package/bundled-skills/policy-library/SKILL.md +327 -0
  157. package/bundled-skills/poster-design-studio/SKILL.md +259 -0
  158. package/bundled-skills/pre-boarding/SKILL.md +326 -0
  159. package/bundled-skills/presentation-deck/SKILL.md +491 -0
  160. package/bundled-skills/presentation-deck/references/related-skills.md +19 -0
  161. package/bundled-skills/presentation-deck/references/reusable-prompt.md +11 -0
  162. package/bundled-skills/probation-tracker/SKILL.md +347 -0
  163. package/bundled-skills/product-photo-studio/SKILL.md +259 -0
  164. package/bundled-skills/project-based-performance/SKILL.md +323 -0
  165. package/bundled-skills/projects-work-management/SKILL.md +368 -0
  166. package/bundled-skills/promotion-upgrade-requests/SKILL.md +377 -0
  167. package/bundled-skills/purchase-accounting/SKILL.md +414 -0
  168. package/bundled-skills/receipt-accounting/SKILL.md +424 -0
  169. package/bundled-skills/recognition-rewards/SKILL.md +324 -0
  170. package/bundled-skills/recruitment-pipeline/SKILL.md +399 -0
  171. package/bundled-skills/remote-work-tracker/SKILL.md +306 -0
  172. package/bundled-skills/reports-analytics/SKILL.md +320 -0
  173. package/bundled-skills/salary-benchmarking/SKILL.md +318 -0
  174. package/bundled-skills/salary-wage-accounting/SKILL.md +412 -0
  175. package/bundled-skills/sales-accounting/SKILL.md +494 -0
  176. package/bundled-skills/sales-accounting/references/common-pitfalls.md +28 -0
  177. package/bundled-skills/sales-accounting/references/related-skills.md +13 -0
  178. package/bundled-skills/sales-accounting/references/reusable-prompt.md +8 -0
  179. package/bundled-skills/seo-directory-backlinks/SKILL.md +484 -0
  180. package/bundled-skills/seo-directory-backlinks/references/common-pitfalls.md +36 -0
  181. package/bundled-skills/seo-directory-backlinks/references/related-skills.md +15 -0
  182. package/bundled-skills/seo-directory-backlinks/references/reusable-prompt.md +11 -0
  183. package/bundled-skills/since-cutoff/SKILL.md +68 -0
  184. package/bundled-skills/skill-gap-analysis/SKILL.md +338 -0
  185. package/bundled-skills/social-media-setup/SKILL.md +477 -0
  186. package/bundled-skills/social-media-setup/references/common-pitfalls.md +34 -0
  187. package/bundled-skills/social-media-setup/references/related-skills.md +19 -0
  188. package/bundled-skills/social-media-setup/references/reusable-prompt.md +11 -0
  189. package/bundled-skills/social-media-setup/references/security-safety-notes.md +27 -0
  190. package/bundled-skills/sop-company-wiki/SKILL.md +324 -0
  191. package/bundled-skills/source-document-filing/SKILL.md +368 -0
  192. package/bundled-skills/spreadsheet-manual-build/SKILL.md +493 -0
  193. package/bundled-skills/spreadsheet-manual-build/references/best-practices.md +9 -0
  194. package/bundled-skills/spreadsheet-manual-build/references/common-pitfalls.md +22 -0
  195. package/bundled-skills/spreadsheet-manual-build/references/related-skills.md +8 -0
  196. package/bundled-skills/spreadsheet-manual-build/references/reusable-prompt.md +9 -0
  197. package/bundled-skills/spreadsheet-manual-build/references/security-safety-notes.md +16 -0
  198. package/bundled-skills/stakeholder-investor-reports/SKILL.md +303 -0
  199. package/bundled-skills/suno-lyrics-to-song/SKILL.md +259 -0
  200. package/bundled-skills/talking-avatar-video/SKILL.md +260 -0
  201. package/bundled-skills/tax-register/SKILL.md +363 -0
  202. package/bundled-skills/tds-booking-payment/SKILL.md +405 -0
  203. package/bundled-skills/team-calendar/SKILL.md +312 -0
  204. package/bundled-skills/telegram/assets/boilerplate/nodejs/package-lock.json +3 -3
  205. package/bundled-skills/telegram/assets/boilerplate/nodejs/package.json +1 -0
  206. package/bundled-skills/template-library/SKILL.md +304 -0
  207. package/bundled-skills/time-tracking/SKILL.md +353 -0
  208. package/bundled-skills/vendor-contractor-management/SKILL.md +327 -0
  209. package/bundled-skills/viral-video-teardown-remake/SKILL.md +260 -0
  210. package/bundled-skills/voice-cloning-studio/SKILL.md +260 -0
  211. package/bundled-skills/voiceover-narration-studio/SKILL.md +259 -0
  212. package/bundled-skills/whatsapp-cloud-api/assets/boilerplate/nodejs/package-lock.json +3 -3
  213. package/bundled-skills/whatsapp-cloud-api/assets/boilerplate/nodejs/package.json +1 -0
  214. package/dist/skill-pointer/index.d.ts +2 -1
  215. package/dist/skill-pointer/index.js +2 -1
  216. package/dist/skill-pointer/pointer-generator.d.ts +4 -2
  217. package/dist/skill-pointer/pointer-generator.js +4 -2
  218. package/package.json +1 -1
  219. package/skills_index.json +4312 -0
@@ -0,0 +1,362 @@
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+ # Accounting Software Selection: Build Artifacts
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+
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+ ### Step 5 - Build only on request
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+
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+ Once the user asks for it, derive the fields from the confirmed context and emit the
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+ artifacts as data only, in the order they were asked for. No preamble, no summary, no
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+ closing line. All four come from the single field list in this file, so they cannot drift
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+ apart, and a field never appears in one artifact and not the others.
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+
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+ **A selected Notion output is rendered by `notion-manual-import`, so route the
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+ Notion step there.** When the user selects Notion, hand that step to
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+ @notion-manual-import: it holds the CSV, the property
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+ mapping, the import steps and the verification checklist, and it renders the Field
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+ Reference below instead of defining a table of its own. Do not restate the mapping
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+ here and do not improvise the import steps. Manual CSV and mapping outputs need no
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+ connection. For requested workspace changes, follow the shared contract: verify actual
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+ tool access and the target before writing. A user saying "connected" is not tool evidence.
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+ Never ask for a Notion password or token.
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+
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+ The SQL below is written in PostgreSQL-flavoured DDL. `SERIAL PRIMARY KEY` and
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+ `TIMESTAMP DEFAULT NOW()` are PostgreSQL-specific; on another engine use that engine's
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+ identity column and default-timestamp syntax. `created_at` and `updated_at` are
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+ maintained by the database and are not business fields - they are the only permitted
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+ artifact-only addition, and they stay out of the CSV, the JSON Schema and the Notion
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+ mapping. The DDL carries no index so it runs unchanged anywhere; on a live database
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+ index `Evaluation Status` and `Software`, which are the two columns the sheet is filtered
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+ and reported on.
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+
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+ The example row is fictional and must stay that way: identifiers use the `-EXAMPLE-`
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+ pattern and every name reads `Example ...`. It shows a fully evaluated candidate so the
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+ shape is visible, and the compliance fields deliberately read `Untested` - that is what
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+ they are until the business holds current evidence. For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the text correctly. A CSV is not an `.xlsx` workbook; create `.xlsx` only when the user requests a workbook. A
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+ CSV carries no types, so after it, name the columns that need a number, date or currency
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+ format applied. Copy the shape, never the values.
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+
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+ ```csv
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+ Evaluation ID,Software,Vendor,Business Activities,Modules Needed,Deployment Type,Accounting Coverage,Sales Support,Purchase Support,Inventory Support,Manufacturing Support,BOM Support,Production/Work Order Support,Production Costing,Wastage/Scrap Tracking,Batch/Lot Tracking,Service Management,VAT Support,TDS Support,Payroll/SSF Support,IRD/Statutory Reporting,E-Billing/CBMS Support,Financial Reporting,Multi-Company Support,Branch Support,Warehouse Support,User Access Control,Approval Workflow,Data Backup & Security,Migration Support,Integration/API,Data Export,After-Sales Support,Implementation Support,Training,Customization,Reliability Rating,Ease of Use Rating,Support Quality Rating,Demo Date,Demo Test Result,Test Transactions Run,Licence Cost,Implementation Cost,Customization Cost,Training Cost,Annual Renewal,First-Year Cost,Three-Year TCO,Evaluation Status,Deal-breaker,Selection Decision,Rejection Reason,Evaluated By,Evidence/Source,Notes,Selection ID
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+ EVAL-EXAMPLE-001,Example Product,Example Vendor,Trading and manufacturing,Must-have: general ledger; Must-have: inventory; Must-have: manufacturing; Should-have: multi-branch; Not required: service management,Cloud,5 Comprehensive,4 Strong,4 Strong,5 Comprehensive,4 Strong,4 Strong,3 Adequate,4 Strong,2 Major limitations,2 Major limitations,Not Required,Untested,Untested,Untested,Untested,Untested,4 Strong,Not Required,4 Strong,4 Strong,4 Strong,3 Adequate,4 Strong,4 Strong,2 Major limitations,4 Strong,2 Major limitations,3 Adequate,3 Adequate,2 Major limitations,4 Strong,4 Strong,2 Major limitations,2026-07-18,Partially Passed,25,480000.00,120000.00,65000.00,45000.00,240000.00,710000.00,1190000.00,Evaluated,No,Not Selected,Poor Support,Example Evaluator,ILLUSTRATIVE - vendor demo 2026-07-18; 25 test transactions; written quotation dated 2026-07-25; the three ratings are the evaluator's own view,VAT / TDS / payroll-SSF / IRD reporting / e-billing left Untested - no current evidence held. Service management and multi-company Not required by this business. Ratings are the evaluator's opinion not vendor claims.,(blank)
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+ ```
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+
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+ ```sql
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+ CREATE TABLE accounting_software_selection (
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+ evaluation_id VARCHAR(255),
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+ software VARCHAR(255),
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+ vendor VARCHAR(255),
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+ business_activities TEXT,
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+ modules_needed TEXT,
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+ deployment_type VARCHAR(100),
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+ accounting_coverage VARCHAR(100),
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+ sales_support VARCHAR(100),
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+ purchase_support VARCHAR(100),
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+ inventory_support VARCHAR(100),
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+ manufacturing_support VARCHAR(100),
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+ bom_support VARCHAR(100),
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+ production_work_order_support VARCHAR(100),
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+ production_costing VARCHAR(100),
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+ wastage_scrap_tracking VARCHAR(100),
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+ batch_lot_tracking VARCHAR(100),
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+ service_management VARCHAR(100),
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+ vat_support VARCHAR(100),
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+ tds_support VARCHAR(100),
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+ payroll_ssf_support VARCHAR(100),
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+ ird_statutory_reporting VARCHAR(100),
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+ e_billing_cbms_support VARCHAR(100),
65
+ financial_reporting VARCHAR(100),
66
+ multi_company_support VARCHAR(100),
67
+ branch_support VARCHAR(100),
68
+ warehouse_support VARCHAR(100),
69
+ user_access_control VARCHAR(100),
70
+ approval_workflow VARCHAR(100),
71
+ data_backup_security VARCHAR(100),
72
+ migration_support VARCHAR(100),
73
+ integration_api VARCHAR(100),
74
+ data_export VARCHAR(100),
75
+ after_sales_support VARCHAR(100),
76
+ implementation_support VARCHAR(100),
77
+ training VARCHAR(100),
78
+ customization VARCHAR(100),
79
+ reliability_rating VARCHAR(100),
80
+ ease_of_use_rating VARCHAR(100),
81
+ support_quality_rating VARCHAR(100),
82
+ demo_date DATE,
83
+ demo_test_result VARCHAR(100),
84
+ test_transactions_run NUMERIC,
85
+ licence_cost NUMERIC(14,2),
86
+ implementation_cost NUMERIC(14,2),
87
+ customization_cost NUMERIC(14,2),
88
+ training_cost NUMERIC(14,2),
89
+ annual_renewal NUMERIC(14,2),
90
+ first_year_cost NUMERIC(14,2),
91
+ three_year_tco NUMERIC(14,2),
92
+ evaluation_status VARCHAR(100) NOT NULL,
93
+ deal_breaker VARCHAR(100) NOT NULL,
94
+ selection_decision VARCHAR(100),
95
+ rejection_reason VARCHAR(100),
96
+ evaluated_by VARCHAR(255),
97
+ evidence_source VARCHAR(255),
98
+ notes TEXT,
99
+ selection_id SERIAL PRIMARY KEY,
100
+ created_at TIMESTAMP DEFAULT NOW(),
101
+ updated_at TIMESTAMP DEFAULT NOW(),
102
+ CONSTRAINT cost_lines_non_negative CHECK (
103
+ licence_cost >= 0 AND implementation_cost >= 0
104
+ AND customization_cost >= 0 AND training_cost >= 0
105
+ AND annual_renewal >= 0 AND first_year_cost >= 0
106
+ AND three_year_tco >= 0
107
+ ),
108
+ CONSTRAINT evaluation_status_values CHECK (evaluation_status IN
109
+ ('Not Evaluated', 'Demo Scheduled', 'Demo Completed', 'Testing', 'Evaluated')),
110
+ CONSTRAINT deal_breaker_values CHECK (deal_breaker IN ('Yes', 'No', 'Unknown'))
111
+ );
112
+ ```
113
+
114
+ ```json
115
+ {
116
+ "$schema": "https://json-schema.org/draft/2020-12/schema",
117
+ "title": "Accounting Software Selection",
118
+ "type": "object",
119
+ "additionalProperties": false,
120
+ "properties": {
121
+ "Evaluation ID": {
122
+ "type": "string"
123
+ },
124
+ "Software": {
125
+ "type": "string"
126
+ },
127
+ "Vendor": {
128
+ "type": "string"
129
+ },
130
+ "Business Activities": {
131
+ "type": "string"
132
+ },
133
+ "Modules Needed": {
134
+ "type": "string"
135
+ },
136
+ "Deployment Type": {
137
+ "type": "string"
138
+ },
139
+ "Accounting Coverage": {
140
+ "type": "string"
141
+ },
142
+ "Sales Support": {
143
+ "type": "string"
144
+ },
145
+ "Purchase Support": {
146
+ "type": "string"
147
+ },
148
+ "Inventory Support": {
149
+ "type": "string"
150
+ },
151
+ "Manufacturing Support": {
152
+ "type": "string"
153
+ },
154
+ "BOM Support": {
155
+ "type": "string"
156
+ },
157
+ "Production/Work Order Support": {
158
+ "type": "string"
159
+ },
160
+ "Production Costing": {
161
+ "type": "string"
162
+ },
163
+ "Wastage/Scrap Tracking": {
164
+ "type": "string"
165
+ },
166
+ "Batch/Lot Tracking": {
167
+ "type": "string"
168
+ },
169
+ "Service Management": {
170
+ "type": "string"
171
+ },
172
+ "VAT Support": {
173
+ "type": "string"
174
+ },
175
+ "TDS Support": {
176
+ "type": "string"
177
+ },
178
+ "Payroll/SSF Support": {
179
+ "type": "string"
180
+ },
181
+ "IRD/Statutory Reporting": {
182
+ "type": "string"
183
+ },
184
+ "E-Billing/CBMS Support": {
185
+ "type": "string"
186
+ },
187
+ "Financial Reporting": {
188
+ "type": "string"
189
+ },
190
+ "Multi-Company Support": {
191
+ "type": "string"
192
+ },
193
+ "Branch Support": {
194
+ "type": "string"
195
+ },
196
+ "Warehouse Support": {
197
+ "type": "string"
198
+ },
199
+ "User Access Control": {
200
+ "type": "string"
201
+ },
202
+ "Approval Workflow": {
203
+ "type": "string"
204
+ },
205
+ "Data Backup & Security": {
206
+ "type": "string"
207
+ },
208
+ "Migration Support": {
209
+ "type": "string"
210
+ },
211
+ "Integration/API": {
212
+ "type": "string"
213
+ },
214
+ "Data Export": {
215
+ "type": "string"
216
+ },
217
+ "After-Sales Support": {
218
+ "type": "string"
219
+ },
220
+ "Implementation Support": {
221
+ "type": "string"
222
+ },
223
+ "Training": {
224
+ "type": "string"
225
+ },
226
+ "Customization": {
227
+ "type": "string"
228
+ },
229
+ "Reliability Rating": {
230
+ "type": "string"
231
+ },
232
+ "Ease of Use Rating": {
233
+ "type": "string"
234
+ },
235
+ "Support Quality Rating": {
236
+ "type": "string"
237
+ },
238
+ "Demo Date": {
239
+ "type": "string",
240
+ "format": "date"
241
+ },
242
+ "Demo Test Result": {
243
+ "type": "string"
244
+ },
245
+ "Test Transactions Run": {
246
+ "type": "number"
247
+ },
248
+ "Licence Cost": {
249
+ "type": "number"
250
+ },
251
+ "Implementation Cost": {
252
+ "type": "number"
253
+ },
254
+ "Customization Cost": {
255
+ "type": "number"
256
+ },
257
+ "Training Cost": {
258
+ "type": "number"
259
+ },
260
+ "Annual Renewal": {
261
+ "type": "number"
262
+ },
263
+ "First-Year Cost": {
264
+ "type": "number"
265
+ },
266
+ "Three-Year TCO": {
267
+ "type": "number"
268
+ },
269
+ "Evaluation Status": {
270
+ "type": "string"
271
+ },
272
+ "Deal-breaker": {
273
+ "type": "string"
274
+ },
275
+ "Selection Decision": {
276
+ "type": "string"
277
+ },
278
+ "Rejection Reason": {
279
+ "type": "string"
280
+ },
281
+ "Evaluated By": {
282
+ "type": "string"
283
+ },
284
+ "Evidence/Source": {
285
+ "type": "string"
286
+ },
287
+ "Notes": {
288
+ "type": "string"
289
+ },
290
+ "Selection ID": {
291
+ "type": "integer"
292
+ }
293
+ },
294
+ "required": [
295
+ "Evaluation Status",
296
+ "Deal-breaker"
297
+ ]
298
+ }
299
+ ```
300
+
301
+ ```markdown
302
+ | CSV column | Notion property | Set after import |
303
+ |---|---|---|
304
+ | Evaluation ID | Title | Use as the database title |
305
+ | Software | Text | Leave as Text |
306
+ | Vendor | Text | Leave as Text |
307
+ | Business Activities | Text | Leave as Text |
308
+ | Modules Needed | Text | Leave as Text |
309
+ | Deployment Type | Select (add options after import) | Convert to Select, add options: "Cloud", "On-premise", "Hybrid" |
310
+ | Accounting Coverage | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
311
+ | Sales Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
312
+ | Purchase Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
313
+ | Inventory Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
314
+ | Manufacturing Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
315
+ | BOM Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
316
+ | Production/Work Order Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
317
+ | Production Costing | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
318
+ | Wastage/Scrap Tracking | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
319
+ | Batch/Lot Tracking | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
320
+ | Service Management | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
321
+ | VAT Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
322
+ | TDS Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
323
+ | Payroll/SSF Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
324
+ | IRD/Statutory Reporting | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
325
+ | E-Billing/CBMS Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
326
+ | Financial Reporting | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
327
+ | Multi-Company Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
328
+ | Branch Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
329
+ | Warehouse Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
330
+ | User Access Control | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
331
+ | Approval Workflow | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
332
+ | Data Backup & Security | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
333
+ | Migration Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
334
+ | Integration/API | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
335
+ | Data Export | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
336
+ | After-Sales Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
337
+ | Implementation Support | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
338
+ | Training | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
339
+ | Customization | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
340
+ | Reliability Rating | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
341
+ | Ease of Use Rating | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
342
+ | Support Quality Rating | Select (add options after import) | Convert to Select, add options: "1 Missing", "2 Major limitations", "3 Adequate", "4 Strong", "5 Comprehensive", "Not Required", "Untested" |
343
+ | Demo Date | Date | Convert to Date |
344
+ | Demo Test Result | Select (add options after import) | Convert to Select, add options: "Not Tested", "Partially Passed", "Passed", "Failed" |
345
+ | Test Transactions Run | Number | Convert to Number |
346
+ | Licence Cost | Number (format: currency) | Convert to Number, set format to Currency |
347
+ | Implementation Cost | Number (format: currency) | Convert to Number, set format to Currency |
348
+ | Customization Cost | Number (format: currency) | Convert to Number, set format to Currency |
349
+ | Training Cost | Number (format: currency) | Convert to Number, set format to Currency |
350
+ | Annual Renewal | Number (format: currency) | Convert to Number, set format to Currency |
351
+ | First-Year Cost | Number (format: currency) | Convert to Number, set format to Currency |
352
+ | Three-Year TCO | Number (format: currency) | Convert to Number, set format to Currency |
353
+ | Evaluation Status | Select (add options after import) | Convert to Select, add options: "Not Evaluated", "Demo Scheduled", "Demo Completed", "Testing", "Evaluated" |
354
+ | Deal-breaker | Select (add options after import) | Convert to Select, add options: "Yes", "No", "Unknown" |
355
+ | Selection Decision | Select (add options after import) | Convert to Select, add options: "Selected", "Shortlisted", "Not Selected", "Rejected" |
356
+ | Rejection Reason | Select (add options after import) | Convert to Select, add options: "Cost", "Missing Capability", "Poor Fit", "Poor Support", "Implementation Risk", "Security Risk", "User Experience", "Other" |
357
+ | Evaluated By | Text | Leave as Text |
358
+ | Evidence/Source | Text | Leave as Text |
359
+ | Notes | Text | Leave as Text |
360
+ | Selection ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
361
+ ```
362
+
@@ -0,0 +1,44 @@
1
+ # Accounting Software Selection: Common Pitfalls
2
+
3
+ ## Common Pitfalls
4
+
5
+ - **Problem:** a static mapping is described as a completed workspace build.
6
+ **Solution:** deliver manual mappings without a connection; claim a live change only
7
+ after the authorized tool operation succeeds.
8
+ - **Problem:** treated the average score as the answer.
9
+ **Solution:** an average hides disagreement. Keep each evaluator's assessment separate and show the spread.
10
+ - **Problem:** let a strong score in one category hide a failed Must-have.
11
+ **Solution:** flag `Deal-breaker: Yes` on the failed requirement, whatever the total says.
12
+ - **Problem:** wrote `1 Missing` for a capability nobody had got round to testing.
13
+ **Solution:** `Untested`. Nobody looking is a gap in the evaluation, not a finding about the product.
14
+ - **Problem:** filled a capability field from a brochure.
15
+ **Solution:** record it only from documentation, a demonstration, a trial, a test transaction or the quotation, and name the source and its date in `Evidence/Source`.
16
+ - **Problem:** wrote `Deal-breaker: No` on a candidate nobody had finished testing.
17
+ **Solution:** `Unknown` until every Must-have has been tested. `No` asserts something nobody has checked.
18
+ - **Problem:** wrote a score with no evidence, or evidence with no date.
19
+ **Solution:** `Evidence/Source` carries what kind of source it was and when it was gathered; a score nobody can trace is deleted, not kept.
20
+ - **Problem:** averaged two evaluators into one rating.
21
+ **Solution:** keep each view on its own record or in their own words. The spread is the finding.
22
+ - **Problem:** scored security and backup/recovery as one number when the demonstration disagreed.
23
+ **Solution:** `Data Backup & Security` is one field, so write the disagreement in `Notes` instead of averaging it away.
24
+ - **Problem:** used one `Recommendation` column for a decision, a reason and a caveat.
25
+ **Solution:** `Evaluation Status`, `Selection Decision`, `Rejection Reason` and `Deal-breaker` are four fields for exactly that reason. Do not merge them.
26
+ - **Problem:** made the three-year total work by adjusting a cost line.
27
+ **Solution:** record the difference in `Notes` and name the unverified line. A total that needs a component changed to balance is not a total.
28
+ - **Problem:** wrote a plausible price into an empty cost cell so the row looked finished.
29
+ **Solution:** leave the cell empty and put `Unknown` in `Notes`. A total with a guessed line in it is a fabricated price.
30
+ - **Problem:** assumed NPR because the business is in Nepal.
31
+ **Solution:** NPR is the default only. If the user names another currency, use theirs and record it beside the quotation.
32
+ - **Problem:** took `maybe` or `same` as an answer to a multiple-choice question.
33
+ **Solution:** re-ask as an explicit choice, and keep only the part of a partial answer that was actually given.
34
+ - **Problem:** opened with the shortlist question when the request had already named the packages.
35
+ **Solution:** read the request first and ask only what would change the evaluation.
36
+ - **Problem:** built a go-live checklist when only the comparison was asked for.
37
+ **Solution:** build what was requested; mention the checklist and the parent skill separately.
38
+ - **Problem:** asked all the questions in one message.
39
+ **Solution:** ask one, wait, and drop any the first answer already covered.
40
+ - **Problem:** all four artifacts drift apart.
41
+ **Solution:** derive all four from the Field Reference, never by hand.
42
+ - **Problem:** Notion import shows every column as Text.
43
+ **Solution:** that is expected. Apply the property mapping table once, after import.
44
+
@@ -0,0 +1,93 @@
1
+ # Accounting Software Selection: Field Reference
2
+
3
+
4
+ | # | Field | Type | SQL | JSON Schema | Notion | CSV example |
5
+ |---:|---|---|---|---|---|---|
6
+ | 1 | Evaluation ID | `text` | `VARCHAR(255)` | `string` | `Text` | `EVAL-EXAMPLE-001` |
7
+ | 2 | Software | `text` | `VARCHAR(255)` | `string` | `Text` | `Example Product` |
8
+ | 3 | Vendor | `text` | `VARCHAR(255)` | `string` | `Text` | `Example Vendor` |
9
+ | 4 | Business Activities | `long_text` | `TEXT` | `string` | `Text` | `Trading and manufacturing` |
10
+ | 5 | Modules Needed | `long_text` | `TEXT` | `string` | `Text` | `Must-have: general ledger; Must-have: inventory; Must-have: manufacturing; Should-have: multi-branch; Not required: service management` |
11
+ | 6 | Deployment Type | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Cloud` |
12
+ | 7 | Accounting Coverage | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `5 Comprehensive` |
13
+ | 8 | Sales Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
14
+ | 9 | Purchase Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
15
+ | 10 | Inventory Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `5 Comprehensive` |
16
+ | 11 | Manufacturing Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
17
+ | 12 | BOM Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
18
+ | 13 | Production/Work Order Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `3 Adequate` |
19
+ | 14 | Production Costing | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
20
+ | 15 | Wastage/Scrap Tracking | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
21
+ | 16 | Batch/Lot Tracking | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
22
+ | 17 | Service Management | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Not Required` |
23
+ | 18 | VAT Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Untested` |
24
+ | 19 | TDS Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Untested` |
25
+ | 20 | Payroll/SSF Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Untested` |
26
+ | 21 | IRD/Statutory Reporting | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Untested` |
27
+ | 22 | E-Billing/CBMS Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Untested` |
28
+ | 23 | Financial Reporting | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
29
+ | 24 | Multi-Company Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Not Required` |
30
+ | 25 | Branch Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
31
+ | 26 | Warehouse Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
32
+ | 27 | User Access Control | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
33
+ | 28 | Approval Workflow | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `3 Adequate` |
34
+ | 29 | Data Backup & Security | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
35
+ | 30 | Migration Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
36
+ | 31 | Integration/API | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
37
+ | 32 | Data Export | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
38
+ | 33 | After-Sales Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
39
+ | 34 | Implementation Support | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `3 Adequate` |
40
+ | 35 | Training | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `3 Adequate` |
41
+ | 36 | Customization | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
42
+ | 37 | Reliability Rating | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
43
+ | 38 | Ease of Use Rating | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `4 Strong` |
44
+ | 39 | Support Quality Rating | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `2 Major limitations` |
45
+ | 40 | Demo Date | `date` | `DATE` | `string, format: date` | `Date` | `2026-07-18` |
46
+ | 41 | Demo Test Result | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Partially Passed` |
47
+ | 42 | Test Transactions Run | `number` | `NUMERIC` | `number` | `Number` | `25` |
48
+ | 43 | Licence Cost | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `480000.00` |
49
+ | 44 | Implementation Cost | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `120000.00` |
50
+ | 45 | Customization Cost | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `65000.00` |
51
+ | 46 | Training Cost | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `45000.00` |
52
+ | 47 | Annual Renewal | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `240000.00` |
53
+ | 48 | First-Year Cost | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `710000.00` |
54
+ | 49 | Three-Year TCO | `currency` | `NUMERIC(14,2)` | `number` | `Number (format: currency)` | `1190000.00` |
55
+ | 50 | Evaluation Status | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Evaluated` |
56
+ | 51 | Deal-breaker | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `No` |
57
+ | 52 | Selection Decision | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Not Selected` |
58
+ | 53 | Rejection Reason | `select` | `VARCHAR(100)` | `string` | `Select (add options after import)` | `Poor Support` |
59
+ | 54 | Evaluated By | `text` | `VARCHAR(255)` | `string` | `Text` | `Example Evaluator` |
60
+ | 55 | Evidence/Source | `text` | `VARCHAR(255)` | `string` | `Text` | `ILLUSTRATIVE - vendor demo 2026-07-18; 25 test transactions; written quotation dated 2026-07-25; the three ratings are the evaluator's own view` |
61
+ | 56 | Notes | `long_text` | `TEXT` | `string` | `Text` | `VAT / TDS / payroll-SSF / IRD reporting / e-billing left Untested - no current evidence held. Service management and multi-company Not required by this business. Ratings are the evaluator's opinion not vendor claims.` |
62
+ | 57 | Selection ID | `id` | `SERIAL PRIMARY KEY` | `integer` | `Text (preserve source ID)` | `(blank)` |
63
+
64
+ The table above is the single source of truth. The CSV, SQL, JSON Schema and Notion
65
+ mapping are all derived from it - never edit one without the others. 57 fields:
66
+ `id` | 1, `text` | 5, `long_text` | 3, `select` | 39, `number` | 1, `currency` | 7, `date` | 1.
67
+
68
+ **Three groups, kept apart on purpose.** Rows 7 to 36 are the vendor's documented or
69
+ demonstrated capability; rows 37 to 39 are the named evaluator's own opinion; rows 40
70
+ onward are the evidence, the cost and the decision. Keep the first two apart - a brochure
71
+ claim is not a Rating, and an evaluator's impression is not a capability.
72
+
73
+ **What is required, and what is deliberately not.** The JSON Schema requires only
74
+ `Evaluation Status` and `Deal-breaker`, because a record has to say where the candidate
75
+ sits in the funnel and whether a Must-have has failed, and neither answer is optional
76
+ (`Unknown` is one of the values `Deal-breaker` takes). Everything else is deliberately
77
+ not required, because its source can legitimately be missing: `Evaluation ID`, `Software`
78
+ and `Vendor` are free text and are recorded as soon as the candidate exists;
79
+ `Deployment Type` and the capability fields are `Untested` or `Not Required` until someone
80
+ checks; `Demo Date`, `Demo Test Result` and `Test Transactions Run` are empty until a
81
+ demonstration happens; every cost field is empty until a quotation is in hand;
82
+ `First-Year Cost` and `Three-Year TCO` are calculated, and a calculated value is never
83
+ required when its parts may be missing; and `Selection Decision` and `Rejection Reason`
84
+ are empty until the business decides, which is the point of keeping them apart from
85
+ `Evaluation Status`.
86
+
87
+ **Percentages and dates.** There is no percentage field in this table. The 1-5 scale is
88
+ written with its meaning (`4 Strong`), never as a bare number, so a score can be read
89
+ without the legend. Dates are ISO `YYYY-MM-DD`.
90
+
91
+ **Technical fields.** `Selection ID` is a database identifier only. It exists so the
92
+ target database can address a row, it is left blank in the example, and it is not a
93
+ business reference - do not print it on a quotation or quote it to a vendor.