earnings-preview

## Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace
`style.md` override, memory load, and coverage check. See `contracts/preflight.md`.

**Office dependency probe (FR-043)** — this skill produces `.pptx` via `Bash` + `python-pptx`:

1. **Live Office session?** If `mcp__office__*` tools are present (Cowork), drive the live
   document instead of headless Python.
2. **Python library**: `Bash: python3 -c "import pptx"` — if exit ≠ 0, fall back to `.md`
   slide spec with `data_availability: degraded` + `python_pptx_missing: true`.
3. **LibreOffice**: `Bash: which soffice` for structural validation and PDF export.

If the Python library is absent, report the exact remediation:
`pip install python-pptx` and produce the `.md` degraded fallback per
`contracts/office-tooling.md`.

Include the `X-Agentii-Trace` header on every tool call per
`contracts/x-agentii-trace-header.md`.
## Triggers

- generate earnings preview deck
- build earnings preview presentation
- create quarterly earnings slides
- earnings preview pptx
- earnings summary presentation
- consensus estimates presentation
- earnings surprise summary deck
- quarterly results presentation
- earnings catalyst calendar slides
- pre-earnings analyst deck

## Defaults

| Parameter | Default | Notes |
|-----------|---------|-------|
| slide_count | 4-6 | Title, Company Overview, Consensus Estimates, Historical Surprises, Catalysts, Outlook |
| lookback_quarters | 4 | Trailing 4 quarters for trend analysis |
| peer_count | 3-5 | From search_companies sector peers |
| source_footers | required | Every slide has standard agentii citation footer |
| template | institutional-default | Dark header bar, agentii blue accent, 12pt body |

## Methodology

### Retrieval Scope

This skill performs structured data retrieval (earnings calendar, XBRL facts, company profile) with simple lookups — no unstructured document search. `retrieval_scope: structured_only` applies. See references/formula-sheet.md for presentation structure guidelines.

### Retrieval Strategy

See `contracts/retrieval.md` for the canonical decision tree; skill-specific retrieval detail is in `references/methodology.md`.

### Temporal Scope

Default: 4 fiscal quarters (max 8). Trailing 4 quarters captures current estimates and YoY comparisons. Maximum 8 quarters for analysts who want 2-year trend context on the estimates slide.

### Tool Allowlist

See frontmatter `allowed_tools`. This skill produces a polished `.md` slide-deck specification; `.pptx` rendering is available via the companion `financial-analysis:pptx-author` skill (separate install; see `contracts/office-tooling.md`).

### Protocol

Step-by-step execution detail is in `references/methodology.md`.

## Deliverable Chain

**Inputs** → **Build** → **Validate** → **Output** → **Next**

1. **Inputs**: resolved ticker + earnings calendar, consensus estimates, and trailing XBRL facts (`search_earnings_calendar`, `search_xbrl_facts`, `search_companies`, `get_company_profile`).
2. **Build**: write a self-contained Python script using `python-pptx` that creates the 4–6 slide `.pptx` deck per `## Output Structure`. Execute via `Bash: python3 script.py`. Verify the `.pptx` file exists. If `python-pptx` is absent, fall back to `.md` slide spec per `contracts/office-tooling.md`.
3. **Validate**: run the `## Validation Gates` below.
4. **Output**: write the artifact path per `## Output File`.
5. **Next**: append to `agentii.md`; hand off to a downstream pitch/review skill if requested.

## Validation Gates

1. **slide count**: between 4 and 6. *If failed*: If outside range: refuse delivery.
2. **estimates slide**: includes consensus, high, and low estimates. *If failed*: If missing: flag in Coverage Gaps.
3. **source footers**: every slide has source_footer with standard agentii citation. *If failed*: If any missing: refuse delivery.
4. **peer comparison**: has >= 3 peers. *If failed*: If < 3: flag in Coverage Gaps.
## Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in `references/tool-fallbacks.md`.

## Output File

Primary deliverable: `{ticker}/{YYYY-MM-DD_HHMM}_earnings-preview_{affix}.pptx` — real PowerPoint binary via `Bash` + `python-pptx` per `contracts/office-tooling.md`. Degraded fallback: `{ticker}/{YYYY-MM-DD_HHMM}_earnings-preview_{affix}.md` when `python-pptx` is absent (FR-044).

## Output Structure

The deliverable is a structured markdown report written to the path in `## Output File`. Full section-by-section template (headings, tables, and field definitions) lives in `references/output-structure.md`. Required elements:

1. **Executive Summary** — headline conclusions (≤200 words).
2. **Core analysis sections** — per this skill's methodology and analyst modes.
3. **Data classification** — tag findings `[FACT]` / `[DEDUCTED]` / `[VIEW]` per `contracts/snapshot-synthesis.md`.
4. **Coverage Gaps & Citations** — inline `/v/` citations are PRIMARY (immediately after each fact); the bottom **Citations** section is a non-duplicative roll-up index.
5. **Output frontmatter** — emit the FR-090 structured block per `contracts/output-frontmatter-schema.md`.

**Citations & memory**: follow `contracts/citation-and-memory.md` — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link; a bottom **Citations** section provides a non-duplicative roll-up index; the closing TUI reply includes a compact **Key Citations** list (headline 5–10 facts) of clickable `/v/` URLs; and append the run to `agentii.md` per `contracts/agentii-md-schema.md`.

## Memory & Snapshot

- **Memory load** (pre-flight): load prior workspace context for the ticker before retrieval — see `contracts/memory-load.md`.
- **Structured output frontmatter**: emit the FR-090 block (`key_metrics`, `conclusions`, `facts_count`, `deducted_count`, `views_count`, `citation_count`) per `con