Equity Model Update

Skill Configuration

User Context Preflight

Before searching connectors, retrieving evidence, or drafting output, run python3 skills/user-context/scripts/user_context_preflight.py with the shell working directory set to this plugin's root, and follow the returned saved_context, source_category_plan, and next_action. Set the working directory before the first attempt; do not probe alternate relative paths. Missing context must not block the requested workflow. Do not initialize state or run onboarding during ordinary workflow work.

If next_action.id = "offer_orientation" and the parent router has not already handled it, complete the requested work first and append its one-line optional setup offer once.

Source Resolution

Load ../../shared/workflow-source-resolution.md. Use source_category_plan lazily and attempt only the categories needed for this workflow: company_filings_ir, earnings_transcripts_presentations, internal_research, portfolio_models_trackers, and market_data_estimates.

Deliverable Intake

Apply the presentation-surface precedence in ../../shared/deliverable-intake-policy.md. This workflow's natural artifact is an XLSX equity model workbook. Do not choose chat-only output unless the user explicitly requests a lightweight response.

Before source gathering or analysis for a new standalone reader-facing hero deliverable, load ../../shared/deliverable-intake-policy.md and use its adaptive request_user_input preflight for materially unresolved format, depth, audience/use, or focus choices. Reuse resolved preferences in downstream steps; when acting only as input to an owning workflow, do not re-prompt.