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. Ordinary Public Equity Investing workflows do not invoke this skill by default; saved context and source setup are optional accelerators, not a pre-answer gate. ## State Files Store Public Equity Investing state under: ```text $CODEX_HOME/state/plugins/openai-monorepo/public-equity-investing/ ``` The storage foundation owns only: ```text 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 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 for explicit setup/status work. The inspection helper exposes those categories as `source_category_plan` and echoes any setup-owned routes already saved under `onboarding-state.json` `connector_confirmation`. Ordinary workflow skills use the router's cross-skill runtime contract and `.app.json` categories instead of reading this helper first. Use `skills/user-context/references/source-category-runtime.md` from the plugin root for the source-setup boundary. Inspection 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 workflow work. ## 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 and focused workflow skills do not run `scripts/user_context_preflight.py` during ordinary workflow work. - 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 saved-context inspection. - 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 for saved-context setup or management. - 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.