User Context

Public Equity Investing User Context

This skill owns the Public Equity Investing plugin's local user-context storage foundation and explicit-only onboarding contract. It is intentionally narrow: it can initialize, inspect, save, update, forget, export, or explicitly reset local context, interpret the next onboarding action, guide the four-step intro/defaults -> connectors/plugins -> automation -> hero-workflow flow, and configure user-approved automations. Its read-only preflight does not inspect connectors, route sources, or create automations.

State Files

Store Public Equity Investing state under:

$XPERTAI_HOME/state/plugins/role-specific-plugins/financial-markets/

The storage foundation owns only:

user-context.md
onboarding-state.json

Do not create category-state.json.

Initialize

When the user explicitly asks to initialize Public Equity Investing user context, run python3 skills/user-context/scripts/init_user_context_state.py with the shell working directory set to this plugin's root. Set the working directory before the first attempt; do not probe alternate relative paths.

The initializer creates missing state files from bundled templates and preserves existing files unless the user explicitly requests overwrite behavior.

Inspect

When the user explicitly asks to inspect saved Public Equity Investing context, run python3 skills/user-context/scripts/user_context_preflight.py with the shell working directory set to this plugin's root. Set the working directory before the first attempt; do not probe alternate relative paths.

Use the returned read-only JSON envelope to summarize initialization status, onboarding status, the deterministic next_action, the lightweight onboarding_progress, and empty memory categories. Treat user-context.md as user-editable durable context and onboarding-state.json as operational scaffolding.

Save Update Or Forget

When the user explicitly asks to remember, save, update, forget, export, or apply durable Public Equity Investing preferences or source pointers, follow skills/user-context/references/plugin-memory.md from the plugin root. Store reusable user-approved context in user-context.md; keep live company updates and operational connector state out. Initialize missing state only when a save needs persistence.

Onboarding

When the user explicitly asks to get started, orient, set up, resume, defer, quiet, or complete Public Equity Investing onboarding, follow skills/user-context/references/onboarding.md from the plugin root. Use the inspection helper's next_action as the current step and render its copy_ref template substantially verbatim. Keep the visible flow to four steps: intro and lightweight defaults, connectors and plugins, one optional automation, then a three-option hero-workflow chooser. Capture broader durable preferences only when the user explicitly asks or supplies them naturally.

Source Category Vocabulary

skills/user-context/plugin-author-config/source-category-config.json reserves static Public Equity Investing source category ids, labels, and preference hints. The read-only preflight exposes those categories as source_category_plan and echoes any setup-owned routes already saved under onboarding-state.json connector_confirmation. Use skills/user-context/references/source-category-runtime.md from the plugin root for the source-resolution boundary. Preflight does not prove source readiness, select routes, inspect connectors, or create category-state.json.

Optional Automations

skills/user-context/plugin-author-config/automation-config.md defines the small author-owned automation menu. When the user explicitly asks for a recurring Public Equity Investing workflow or accepts the optional onboarding automation step, follow skills/user-context/references/automation.md from the plugin root. Do not create, update, pause, resume, or remove automations during ordinary preflight.

Reset

When the user explicitly asks to reset Public Equity Investing user context, run python3 skills/user-context/scripts/reset_user_context_state.py with the shell working directory set to this plugin's root. Set the working directory before the first attempt; do not probe alternate relative paths.

The reset helper moves active state files into a timestamped sibling backup directory before clearing them from the active state directory.

Current Boundary

• The Public Equity Investing router may run scripts/user_context_preflight.py as a soft read-only workflow preflight.
• Do not initialize state merely because another Public Equity Investing skill runs.
• Do not mutate state when running the read-only inspection helper.
• Do not inspect apps, connectors, plugins, .app.json, or source readiness during preflight.
• During user-approved explicit Source Setup, follow skills/user-context/references/source-category-runtime.md from the plugin root.
• During user-approved explicit automation setup or maintenance, follow skills/user-context/references/automation.md from the plugin root.
• Do not invoke onboarding unless the user explicitly asks to get started, orient, set up, or manage saved context.
• Do not create or modify automations unless the user explicitly asks or accepts the optional automation setup step.
• Do not add, read, or migrate category-state.json. The reset helper may back up and clear an older copy during an explicit reset.