skills/earnings-deep-dive/assets/templates/plan.template.json

{
  "event": {
    "ticker": "MISSING",
    "company_name": "MISSING",
    "fiscal_period": "MISSING",
    "event_date": "MISSING",
    "timezone": "America/New_York",
    "base_currency": "USD",
    "base_scale": "m"
  },
  "inputs": {
    "artifact_index_csv": "output/audit/ArtifactIndex.csv",
    "artifacts": {
      "press_release": "MISSING",
      "sec_filing_10q_or_10k": "MISSING",
      "sec_filing_8k": "MISSING",
      "deck": "MISSING",
      "transcript": "MISSING"
    },
    "normalized": {
      "metrics_csv": "normalized/metrics.csv",
      "estimates_csv": "normalized/estimates.csv",
      "guidance_csv": "normalized/guidance.csv",
      "quotes_csv": "normalized/quotes.csv",
      "driver_updates_csv": "normalized/driver_updates.csv"
    },
    "model": {
      "prior_model_xlsx": "MISSING",
      "driver_registry_csv": "MISSING",
      "output_registry_csv": "MISSING"
    }
  },
  "outputs": {
    "output_dir": "/tmp/public_equity_investing_earnings_deep_dive_output",
    "render": {
      "executive_overview": true,
      "tear_sheet": true,
      "deep_dive": true
    },
    "model_update": {
      "enabled": false,
      "mode": "packet",
      "version_tag_timezone": "America/New_York",
      "write_diff": false
    }
  },
  "controls": {
    "allow_call_only_guidance": true,
    "require_gaap_for_non_gaap": true,
    "require_source_tags": true,
    "dry_run": true
  }
}