Jonathan KirkwoodandClaude Fable 5
b1d7aed9f4
- Deterministic scoring.py (quant 60 / qual 40 / flags -15, profitability heaviest) - Per-company JSON ledger with forecast-target chaining deck N-1 -> N - Single-shot sandbox agent with guided-JSON fallback ladder (no tool loop) - Portfolio dashboard with sparklines, KPI hit rates, BDEF category bars - 48 unit tests green; endpoints smoke-tested; npm check+build green Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
84 lines
3.5 KiB
JSON
84 lines
3.5 KiB
JSON
{
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"$schema": "http://json-schema.org/draft-07/schema#",
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"title": "boardroom_extraction",
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"type": "object",
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"additionalProperties": false,
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"required": ["schema_version", "deck", "kpis", "forward_targets", "red_flag_candidates", "narrative"],
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"properties": {
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"schema_version": {"type": "integer"},
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"deck": {
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"type": "object",
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"additionalProperties": false,
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"required": ["period"],
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"properties": {
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"company_hint": {"type": ["string", "null"]},
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"period": {"type": ["string", "null"], "description": "Reporting period as printed on the deck, e.g. 2026-Q2, 2026-H1, FY2026, 2026-05"},
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"meeting_date": {"type": ["string", "null"]},
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"title": {"type": ["string", "null"]},
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"truncated": {"type": "boolean", "default": false}
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}
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},
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"kpis": {
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"type": "array",
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"items": {
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"type": "object",
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"additionalProperties": false,
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"required": ["name", "canonical_name", "actual", "direction", "profitability", "source"],
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"properties": {
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"name": {"type": "string", "description": "KPI label exactly as printed in the deck"},
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"canonical_name": {"type": "string", "pattern": "^[a-z0-9_]+$", "description": "lower_snake_case, generic, stable across quarters (arr, ebitda_margin, churn_rate...)"},
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"actual": {"type": "number"},
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"unit": {"type": "string", "default": ""},
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"period": {"type": ["string", "null"]},
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"direction": {"type": "string", "enum": ["gte", "lte"], "description": "gte = higher is better, lte = lower is better"},
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"profitability": {"type": "boolean", "description": "true only for profit/margin/cash metrics (EBITDA, net margin, FCF, burn...)"},
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"target_in_deck": {"type": ["number", "null"], "description": "Target/plan value printed NEXT TO the actual for the SAME period, if any"},
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"source": {"type": "string", "description": "Where in the deck, e.g. 'slide 6, financial summary'"},
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"notes": {"type": "string", "default": ""}
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}
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}
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},
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"forward_targets": {
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"type": "array",
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"items": {
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"type": "object",
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"additionalProperties": false,
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"required": ["name", "canonical_name", "target", "target_period", "direction", "profitability", "source"],
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"properties": {
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"name": {"type": "string"},
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"canonical_name": {"type": "string", "pattern": "^[a-z0-9_]+$"},
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"target": {"type": "number"},
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"unit": {"type": "string", "default": ""},
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"target_period": {"type": "string", "description": "Period this guidance applies to, e.g. 2026-Q3"},
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"direction": {"type": "string", "enum": ["gte", "lte"]},
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"profitability": {"type": "boolean"},
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"source": {"type": "string"}
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}
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}
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},
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"red_flag_candidates": {
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"type": "array",
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"items": {
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"type": "object",
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"additionalProperties": false,
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"required": ["code", "description", "severity"],
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"properties": {
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"code": {"type": "string", "pattern": "^[a-z0-9_]+$"},
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"description": {"type": "string"},
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"severity": {"type": "integer", "minimum": 1, "maximum": 5},
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"evidence": {"type": "string", "default": ""}
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}
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}
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},
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"narrative": {
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"type": "object",
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"additionalProperties": false,
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"required": ["summary"],
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"properties": {
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"summary": {"type": "string"},
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"asks": {"type": "array", "items": {"type": "string"}, "default": []}
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}
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}
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}
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}
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