three-statement-model-builder
Three Statement Model Builder
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.
Deliverable Intake
Apply the presentation-surface precedence in ../../shared/deliverable-intake-policy.md. This workflow's natural artifact is an XLSX three-statement 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.
Own formula-first public-company operating model builds: integrated IS/BS/CF, working capital, PP&E and D&A, retained earnings, debt, revolver-style draws, cash sweep, equity-relevant liquidity/headroom metrics, scenarios, sensitivities, machine checks, and senior-review reporting.