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feat(assistant): add Financial Model Creator assistant#1853

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IceyLiu merged 1 commit intomainfrom
feat/financial-model-assistant
Mar 28, 2026
Merged

feat(assistant): add Financial Model Creator assistant#1853
IceyLiu merged 1 commit intomainfrom
feat/financial-model-assistant

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@IceyLiu IceyLiu commented Mar 28, 2026

Summary

  • New aionui assistant preset wrapping officecli-financial-model skill
  • Builds formula-driven Excel models (3-statement, DCF, cap table, scenario analysis) from text prompts
  • en-US + zh-CN rule files with intro, workflow delegation, and file-lock warning
  • 3 example prompts per language

Related PR

  • Depends on iOfficeAI/OfficeCLI skill PR (officecli-financial-model skill files)

Files Changed

  • src/process/resources/assistant/financial-model-creator/financial-model-creator.md
  • src/process/resources/assistant/financial-model-creator/financial-model-creator.zh-CN.md
  • src/common/config/presets/assistantPresets.ts — registered new preset

Test plan

  • Verify assistant appears in aionui assistant list
  • Test "Build a 3-year SaaS financial model" prompt
  • Verify skill activation: officecli-financial-model loads correctly
  • Test zh-CN prompt and intro text

🤖 Generated with Claude Code

Wraps officecli-financial-model skill as an aionui assistant preset.
Builds formula-driven Excel models (3-statement, DCF, cap table, scenario
analysis) from text prompts with assumptions.

- assistant rules: en-US + zh-CN
- assistantPresets.ts: registered with defaultEnabledSkills
- 3 example prompts per language

Co-Authored-By: Claude Opus 4.6 <[email protected]>
@IceyLiu IceyLiu merged commit bcdaa3a into main Mar 28, 2026
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@IceyLiu IceyLiu deleted the feat/financial-model-assistant branch March 28, 2026 12:35
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