create-verified-dolt-db-financials-sql

Generate a SQL file for inserting or correcting reconciled financial data into the BusMgmtBenchmarks Dolt database. No database connection is made — this skill writes a file only.

Run /verify-dolt-db-financials first to produce the report file that this skill reads from.

Inputs

Single-year mode: /create-verified-dolt-db-financials-sql TICKER YEAR
Multi-year mode: /create-verified-dolt-db-financials-sql TICKER (no year — reads all years from the saved report file)

Step 0 — Determine mode and locate report file

Single-year mode (YEAR provided): - Look for reports/{TICKER}-{YEAR}.md. - If not found, stop and tell the user: “Please run /verify-dolt-db-financials {TICKER} {YEAR} first to generate the report.” - Skip to Step 1.

Multi-year mode (YEAR omitted): - Look for reports/{TICKER}-all-years.md. - If not found, stop and tell the user: “Please run /verify-dolt-db-financials {TICKER} first to generate the report.” - Read the per-year summary table from the report (columns: Year | reportDate | Action). - Collect every year whose Action is NOT “No change” (i.e., any year marked as new insert, correction, or update). - If all years are “No change”, tell the user: “No changes needed — all years in Dolt already match the reconciled values.” - Display the list of years to be processed:

Processing {N} year(s) for {TICKER}: {year1}, {year2}, …

Then run Steps 1–3 once per year (oldest first), accumulating all statements into a single SQL file.

Step 1 — Read reconciled values from report file

Open the report file located in Step 0. Find the reconciled recommendations section for the target year. Extract the Recommended column values for all 13 fields + metadata.

Do not use session memory or prior conversation output — use only what is in the report file.

Step 2 — Collect the 13 fields + metadata (per year)

From the report file’s reconciled output for this year, collect:

Field	Notes
company_name	Exact string as stored in Dolt DB
year	Integer (e.g. 2024)
reportDate	Fiscal year-end date string (e.g. ‘2024-12-31’)
Net Revenue	Thousands
Cost of Goods	Thousands, positive
Gross Margin	Net Revenue − Cost of Goods
SGA	Thousands
Operating Profit	Thousands, can be negative
Net Profit	Thousands, can be negative
Inventory	Thousands, or NULL for marketplace companies
Current Assets	Thousands
Total Assets	Thousands
Current Liabilities	Thousands
Liabilities	Total Assets − Total SE
Total Shareholder Equity	Thousands, can be negative
Total Liabilities and Shareholder Equity	Thousands, must equal Total Assets

If any raw values from the filing were in full dollars (not thousands), divide by 1,000 before writing.

Step 3 — Build the SQL statement (per year)

Use REPLACE INTO so the statement works for both new rows and corrections to existing rows.

-- TICKER FY YEAR — [action: new insert / correction / SGA update]
-- Generated by /create-verified-dolt-db-financials-sql on YYYY-MM-DD
-- Source: [SEC / Yahoo / notes from analysis]

REPLACE INTO financials (
  company_name, year, reportDate,
  `Net Revenue`, `Cost of Goods`, `Gross Margin`, `SGA`,
  `Operating Profit`, `Net Profit`, `Inventory`,
  `Current Assets`, `Total Assets`, `Current Liabilities`,
  `Liabilities`, `Total Shareholder Equity`,
  `Total Liabilities and Shareholder Equity`
) VALUES (
  'Company Name', YEAR, 'YYYY-MM-DD',
  NNNN, NNNN, NNNN, NNNN,
  NNNN, NNNN, NNNN_OR_NULL,
  NNNN, NNNN, NNNN,
  NNNN, NNNN, NNNN
);

Include a per-statement comment header with: ticker, year, action description, generation date, and primary source.

In multi-year mode, concatenate all per-year statements into one file separated by blank lines.

Step 4 — Write the SQL file

Create extract/2026/inserts/ directory if it does not exist.

Single-year mode: write to extract/2026/inserts/{TICKER}_{YEAR}_insert.sql

Multi-year mode: write to extract/2026/inserts/{TICKER}_multi_insert.sql

Show the full file contents to the user.

Step 5 — Print summary

After writing the file, print:

SQL file written to: extract/2026/inserts/{FILENAME}

That’s it. The skill’s job is done once the file is written.