modules/financial-analysis/evals/trigger_fixtures.json

{
  "plugin": "financial-analysis",
  "version": 1,
  "should_trigger": [
    {
      "id": "monthly-pnl",
      "prompt": "Prepare a source-bound monthly P&L from this trial balance and account mapping.",
      "required_signals": [
        "monthly P&L",
        "trial balance",
        "account mapping"
      ]
    },
    {
      "id": "working-capital",
      "prompt": "Analyze working capital from the AR, AP, inventory and revenue files and reconcile the joins.",
      "required_signals": [
        "working capital",
        "AR",
        "AP",
        "reconcile"
      ]
    },
    {
      "id": "customer-concentration",
      "prompt": "Prepare customer revenue concentration and reconcile customer-parent mappings.",
      "required_signals": [
        "customer concentration",
        "revenue",
        "customer-parent"
      ]
    },
    {
      "id": "quality-of-earnings",
      "prompt": "Prepare Quality of Earnings and adjusted EBITDA from reviewed management adjustments and qualified accounting evidence.",
      "required_signals": [
        "Quality of Earnings",
        "adjusted EBITDA",
        "reviewed"
      ]
    },
    {
      "id": "net-debt",
      "prompt": "Prepare a net-debt and debt-like-items schedule as of the reviewed closing date.",
      "required_signals": [
        "net debt",
        "debt-like",
        "closing date"
      ]
    },
    {
      "id": "deal-bridges",
      "prompt": "Build EBITDA-to-cash and Enterprise-to-Equity bridges from sealed upstream FDD metrics.",
      "required_signals": [
        "EBITDA-to-cash",
        "Enterprise-to-Equity",
        "sealed"
      ]
    }
  ],
  "should_not_trigger": [
    {
      "id": "commercial-market-dd",
      "prompt": "Assess market attractiveness and commercial growth opportunities."
    },
    {
      "id": "journal-sampling",
      "prompt": "Extract the accounting journal and select a reproducible audit sample."
    },
    {
      "id": "write-report",
      "prompt": "Turn these already prepared tables into a management report and DOCX."
    }
  ]
}