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Update Moody's skills and add missing cover assets #379

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139 changes: 49 additions & 90 deletions plugins/moody-s/skills/moody-s-earnings-brief/SKILL.md
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4 changes: 2 additions & 2 deletions plugins/moody-s/skills/moody-s-earnings-brief/agents/openai.yaml
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interface:
display_name: "Moody's Earnings Brief"
short_description: "Produce a comprehensive Earnings Brief HTML report combining company overview, financials, peer comparison, credit profile, risks, and ESG"
default_prompt: "Use Moody's Earnings Brief skill to resolve the target entity, gather Moody's data across all sections, and generate a complete Earnings Brief HTML report."
short_description: "Produce an Earnings Call Summary HTML report for 2–5 companies, summarizing transcript insights across revenue, volumes, pricing, supply chain, guidance, and corporate events"
default_prompt: "Use Moody's Earnings Brief skill to resolve the target companies, gather their earnings call transcripts, and generate a complete Earnings Call Summary HTML report."
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446 changes: 344 additions & 102 deletions plugins/moody-s/skills/moody-s-peer-analysis/SKILL.md
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192 changes: 117 additions & 75 deletions plugins/moody-s/skills/moody-s-rating-analysis/SKILL.md
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6 changes: 3 additions & 3 deletions plugins/moody-s/skills/moody-s-rating-analysis/agents/openai.yaml
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interface:
display_name: "Moody's Rating Pitch Deck"
short_description: "Generate an editable PowerPoint rating pitch deck covering sector analysis, company financials, SWOT, peer comparison, and ESG"
default_prompt: "Use Moody's Rating Pitch skill to resolve the target company, gather all credit and sector data, and build an editable Rating Pitch Deck (.pptx)."
display_name: "Moody's Rating Pitch"
short_description: "Generate a self-contained HTML rating pitch report covering sector analysis, company financials, SWOT, peer comparison, and ESG"
default_prompt: "Use Moody's Rating Pitch skill to resolve the target company, gather all credit and sector data, and build a Rating Pitch HTML report."
101 changes: 59 additions & 42 deletions plugins/moody-s/skills/moody-s-rating-analysis/evals/evals.json
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"evals": [
{
"id": 1,
"prompt": "Create a rating pitch deck for Boeing Company in the Aerospace/Defense sector",
"expected_output": "An editable rating_pitch.pptx (>=500KB, ~20+ slides) built from the Moody's 2026 Corp template via scripts/build_pptx.py, plus the resolved payload.json saved alongside it under ~/Desktop/rating-pitch/<company>-<YYYYMMDD-HHMMSS>/. The deck covers cover, 3-part structure (Sector / Company / Peers), macro GDP table, rating actions, SWOT (4 quadrants), key metrics charts, peer summary/financials/debt/profitability/scatter tables, scorecard, ESG, and sources.",
"prompt": "Create a rating pitch report for Boeing Company in the Aerospace/Defense sector",
"expected_output": "Two output files: (a) rating_pitch.html — a single self-contained HTML report built from scripts/build_html.py containing all 26 sections (cover, agenda, 3 part dividers, 21 content sections, sources, thank-you, disclaimer) with inline Chart.js charts, styled tables, and bullet lists using the Moody's brand palette; (b) payload.json — the fully resolved data payload. No PPTX is produced. The HTML file opens directly in a browser with no additional dependencies beyond an internet connection for the Chart.js CDN.",
"files": [],
"assertions": [
"Both artifacts exist (rating_pitch.pptx, payload.json)",
"PowerPoint file built from Moody's corporate template (>= 500 KB)",
"PowerPoint has >= 20 slides",
"Both output files exist: rating_pitch.html and payload.json",
"rating_pitch.html is a valid standalone HTML document (starts with <!DOCTYPE html> and ends with </html>)",
"rating_pitch.html contains >= 20 <section> elements",
"rating_pitch.html contains all 3 part divider slides (Sector Analysis, Company Credit Overview, Company Positioning vs. Peers)",
"rating_pitch.html contains >= 14 <canvas> elements (one per Chart.js chart)",
"rating_pitch.html contains >= 14 new Chart( calls in <script> blocks",
"rating_pitch.html contains >= 6 <table> elements covering GDP, rating actions, peer summary, peer financials, scorecard, ESG",
"SWOT section present with 4 quadrants (Strengths, Weaknesses, Opportunities, Threats) each containing >= 2 <li> bullets",
"Peer summary table has >= 3 company columns",
"Peer financials table has >= 3 company columns and >= 5 financial metric rows",
"Macro GDP table has >= 3 country rows",
"Rating history line chart present with >= 2 data points",
"Scorecard table has >= 3 factor rows",
"ESG table has >= 1 data row",
"Sources section present with >= 5 listed references",
"payload.json matches the skill schema (report_date, target_company, sector, currency, companies, sources, sections)",
"payload.sections.swot has >= 2 items in each of strengths/weaknesses/opportunities/threats",
"payload.sections.peer_summary.table has >= 3 rows",
"payload.sections.peer_financials.rows has >= 3 rows",
"payload.sections.macro_outlook.gdp_table.rows has >= 3 rows",
"payload.sections.financial_analysis.rating_history has >= 2 rows",
"payload.sections.scorecard.factors has >= 3 entries",
"payload.sections.esg_analysis.table has >= 1 row",
"payload.sources contains >= 5 references"
"Peer debt and profitability bar charts include period labels on each bar (e.g. FY2024) and a value-axis title with unit"
]
},
{
"id": 2,
"prompt": "I need a rating pitch for Tesla Inc. \u2014 sector is Automotive. Use USD and compare against 6 peers",
"expected_output": "Same structural requirements as eval-1, with 6 peers (not 5) resolved via getEntityPeers, USD honored in payload.currency, and peer tables / scatters reflecting 6 comparators. Tests natural-language phrasing + parameter handling (currency, peer count).",
"prompt": "I need a rating pitch for Tesla Inc. — sector is Automotive. Use USD and compare against 6 peers",
"expected_output": "Same structural requirements as eval-1, with 6 peers resolved via getEntityPeers, USD honoured in payload.currency, and peer tables/charts reflecting 6 comparators. Tests natural-language phrasing and parameter handling (currency, peer count). Output is rating_pitch.html + payload.json only — no PPTX.",
"files": [],
"assertions": [
"Both artifacts exist (rating_pitch.pptx, payload.json)",
"PowerPoint file built from Moody's corporate template (>= 500 KB)",
"PowerPoint has >= 20 slides",
"payload.currency == 'USD'",
"payload.companies has >= 6 entries (target + 6 peers, target first)",
"payload.sections.peer_summary.table has >= 6 rows",
"payload.sections.peer_financials.rows has >= 6 rows",
"payload.sections.swot has >= 2 items in each of strengths/weaknesses/opportunities/threats",
"payload.sections.macro_outlook.gdp_table.rows has >= 3 rows",
"payload.sections.financial_analysis.rating_history has >= 2 rows",
"payload.sections.scorecard.factors has >= 3 entries",
"payload.sections.esg_analysis.table has >= 1 row",
"payload.sources contains >= 5 references"
"Both output files exist: rating_pitch.html and payload.json",
"rating_pitch.html is a valid standalone HTML document (starts with <!DOCTYPE html> and ends with </html>)",
"rating_pitch.html contains >= 20 <section> elements",
"rating_pitch.html contains all 3 part divider slides (Sector Analysis, Company Credit Overview, Company Positioning vs. Peers)",
"rating_pitch.html contains >= 14 <canvas> elements (one per Chart.js chart)",
"rating_pitch.html contains >= 14 new Chart( calls in <script> blocks",
"rating_pitch.html contains >= 6 <table> elements",
"SWOT section present with 4 quadrants (Strengths, Weaknesses, Opportunities, Threats) each containing >= 2 <li> bullets",
"Peer summary table has >= 6 company columns (6 peers requested)",
"Peer financials table has >= 6 company columns and >= 5 financial metric rows",
"Macro GDP table has >= 3 country rows",
"Rating history line chart present with >= 2 data points",
"Scorecard table has >= 3 factor rows",
"ESG table has >= 1 data row",
"Sources section present with >= 5 listed references",
"payload.json currency field equals USD",
"payload.json companies array contains >= 6 peer entries",
"payload.json matches the skill schema (report_date, target_company, sector, currency, companies, sources, sections)",
"Peer debt and profitability bar charts include period labels on each bar and a value-axis title with unit"
]
},
{
"id": 3,
"prompt": "Generate a credit pitch deck for JPMorgan Chase, Banking sector",
"expected_output": "Same structural requirements as eval-1, applied to a financial-institution target where bank-specific credit metrics (deposits, capital ratios) substitute for generic Debt/EBITDA. Tests sector flex (Banking vs A&D/Auto).",
"prompt": "Generate a credit pitch report for JPMorgan Chase, Banking sector",
"expected_output": "Same structural requirements as eval-1, applied to a financial-institution target where bank-specific credit metrics (deposits, capital ratios, NIM) may substitute for generic Debt/EBITDA where appropriate. Tests sector flexibility (Banking vs A&D/Auto). Output is rating_pitch.html + payload.json only — no PPTX.",
"files": [],
"assertions": [
"Both artifacts exist (rating_pitch.pptx, payload.json)",
"PowerPoint file built from Moody's corporate template (>= 500 KB)",
"PowerPoint has >= 20 slides",
"payload.sector matches 'Banking' (case-insensitive)",
"payload.sections.swot has >= 2 items in each of strengths/weaknesses/opportunities/threats",
"payload.sections.peer_summary.table has >= 3 rows",
"payload.sections.peer_financials.rows has >= 3 rows",
"payload.sections.macro_outlook.gdp_table.rows has >= 3 rows",
"payload.sections.financial_analysis.rating_history has >= 2 rows",
"payload.sections.scorecard.factors has >= 3 entries",
"payload.sections.esg_analysis.table has >= 1 row",
"payload.sources contains >= 5 references"
"Both output files exist: rating_pitch.html and payload.json",
"rating_pitch.html is a valid standalone HTML document (starts with <!DOCTYPE html> and ends with </html>)",
"rating_pitch.html contains >= 20 <section> elements",
"rating_pitch.html contains all 3 part divider slides (Sector Analysis, Company Credit Overview, Company Positioning vs. Peers)",
"rating_pitch.html contains >= 14 <canvas> elements (one per Chart.js chart)",
"rating_pitch.html contains >= 14 new Chart( calls in <script> blocks",
"rating_pitch.html contains >= 6 <table> elements",
"SWOT section present with 4 quadrants (Strengths, Weaknesses, Opportunities, Threats) each containing >= 2 <li> bullets",
"Peer summary table has >= 3 company columns",
"Peer financials table has >= 3 company columns and >= 5 financial metric rows",
"Macro GDP table has >= 3 country rows",
"Rating history line chart present with >= 2 data points",
"Scorecard table has >= 3 factor rows",
"ESG table has >= 1 data row",
"Sources section present with >= 5 listed references",
"payload.json target_company field contains JPMorgan and sector field contains Banking",
"payload.json matches the skill schema (report_date, target_company, sector, currency, companies, sources, sections)",
"Peer debt and profitability bar charts include period labels on each bar and a value-axis title with unit"
]
}
]
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