@pixerate/editor 0.223.1 → 0.223.3

package/skills/pixerate-spreadsheet-analysis/evals/summary-by-region.json

@@ -0,0 +1,178 @@
+{
+	"prompt": "Make a summary of total sales by region next to the data, starting at G1 (a header row, then one row per region), using formulas so it updates when the data changes.",
+	"fixture": {
+		"editor": "spreadsheet",
+		"rows": [
+			[
+				"Date",
+				"Region",
+				"Product",
+				"Amount"
+			],
+			[
+				"2026-01-05",
+				"North",
+				"Widget",
+				120
+			],
+			[
+				"2026-01-07",
+				"South",
+				"Gadget",
+				80
+			],
+			[
+				"2026-01-12",
+				"North",
+				"Gadget",
+				95
+			],
+			[
+				"2026-01-15",
+				"East",
+				"Widget",
+				60
+			],
+			[
+				"2026-01-20",
+				"West",
+				"Widget",
+				150
+			],
+			[
+				"2026-02-02",
+				"South",
+				"Widget",
+				110
+			],
+			[
+				"2026-02-08",
+				"East",
+				"Gadget",
+				70
+			],
+			[
+				"2026-02-11",
+				"North",
+				"Widget",
+				130
+			],
+			[
+				"2026-02-19",
+				"West",
+				"Gadget",
+				90
+			],
+			[
+				"2026-02-25",
+				"South",
+				"Gadget",
+				85
+			]
+		]
+	},
+	"checks": [
+		{
+			"why": "one row per region with the right totals",
+			"tool": "get_range",
+			"args": {
+				"range": "G2:H10"
+			},
+			"expect": {
+				"values": {
+					"$nonEmpty": {
+						"$length": 4,
+						"$expr": "[['North',345],['South',275],['East',130],['West',240]].every(([r, t]) => v.some((row) => row[0] === r && row[1] === t))"
+					}
+				}
+			}
+		},
+		{
+			"why": "the totals are formulas over the data, not typed numbers",
+			"tool": "get_range",
+			"args": {
+				"range": "H2:H5"
+			},
+			"expect": {
+				"raw": {
+					"$every": {
+						"$every": {
+							"$match": [
+								"^=.*(SUMIFS?|SUMPRODUCT|FILTER)",
+								"i"
+							]
+						}
+					}
+				}
+			}
+		},
+		{
+			"why": "a header row",
+			"tool": "get_range",
+			"args": {
+				"range": "G1:H1"
+			},
+			"expect": {
+				"values": [
+					{
+						"$every": {
+							"$match": "\\S"
+						}
+					}
+				]
+			}
+		},
+		{
+			"why": "no formula errors",
+			"tool": "get_range",
+			"args": {
+				"range": "G1:H10"
+			},
+			"expect": {
+				"errors": []
+			}
+		}
+	],
+	"solution": [
+		{
+			"tool": "get_range",
+			"args": {
+				"range": "A1:D20"
+			}
+		},
+		{
+			"tool": "set_range",
+			"args": {
+				"start": "G1",
+				"values": [
+					[
+						"Region",
+						"Total sales"
+					],
+					[
+						"North",
+						"=SUMIFS($D$2:$D$11,$B$2:$B$11,G2)"
+					],
+					[
+						"South",
+						"=SUMIFS($D$2:$D$11,$B$2:$B$11,G3)"
+					],
+					[
+						"East",
+						"=SUMIFS($D$2:$D$11,$B$2:$B$11,G4)"
+					],
+					[
+						"West",
+						"=SUMIFS($D$2:$D$11,$B$2:$B$11,G5)"
+					]
+				]
+			}
+		},
+		{
+			"tool": "get_range",
+			"args": {
+				"range": "G1:H5"
+			}
+		}
+	]
+}

package/skills/pixerate-spreadsheet-financial-model/SKILL.md

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+---
+name: pixerate-spreadsheet-financial-model
+description: The financial model workflow in a Pixerate spreadsheet - inputs (assumptions) in labelled cells kept apart from calculations and outputs, one consistent formula across each row, absolute references to inputs, no hard-coded numbers in formulas, projections that compound, scenario and sensitivity tables, checks that totals tie, and finding the hard-coded or broken cell in an existing model. Use when asked to build or check a financial model, forecast, projection, budget, business case, revenue or cost model, break-even, loan or growth calculation, scenario or what-if table, or to find why a model does not update, or when get_range and set_range are available. Load with pixerate-spreadsheet, which lists every tool.
+metadata:
+  kind: workflow
+  reference: pixerate-spreadsheet
+---
+
+# Building a financial model
+
+A model is inputs, calculations and outputs. Inputs are the assumptions a person changes
+(starting revenue, growth, prices); calculations turn them into numbers period by period;
+outputs are what the reader looks at (totals, year-5 revenue, profit). Every calculation
+refers to inputs by absolute reference and never contains a typed number, so changing one
+assumption flows through everything.
+
+This skill is the method. `pixerate-spreadsheet` has the full tool reference and functions.
+
+## Goal and quality bar
+
+- Inputs live in their own labelled cells at the top (or on their own block), one assumption per
+  cell, with units in the label.
+- Each row of the projection uses one formula pattern across its periods, referring to inputs
+  absolutely (`$B$2`) and to the previous period relatively (`B5`).
+- No hard-coded numbers in calculation formulas (no `*1.08`, no `+5000`); constants that matter
+  are inputs.
+- Outputs are formulas; checks tie (subtotals add to totals, a balance closes).
+- No formula errors; the model gives the expected value for a case you can work out by hand.
+
+## Inputs to confirm
+
+- **Assumptions** and their values and units (growth as 0.08 or 8 %, currency).
+- **Periods** (years or months) and how many.
+- **Layout** the user expects (where inputs, the projection and outputs go).
+- **Scenarios** to compare (low, base, high).
+
+## Working method
+
+1. **Read** what exists: `get_range` the whole model area, `raw` as well as `values`.
+   **Check:** you can list the inputs, the calculation rows and the outputs.
+2. **Inputs block.** Labels in column A, values in B (`set_range` in one call). Rates as
+   fractions (0.08), money as plain numbers with the currency in the label.
+3. **Timeline.** A header row of periods (years 1-5 in B4:F4).
+4. **Calculation rows.** One `set_range` per row: the first period from an input (`=$B$1`),
+   later periods from the previous one and the input (`=B5*(1+$B$2)`), the same pattern across.
+   **Check:** `get_range` values match a hand calculation (100,000 at 8 % is 108,000, then
+   116,640); `errors` empty.
+5. **Outputs and checks.** Totals (`=SUM(B5:F5)`), year-N values, and a check cell that should be
+   0 or TRUE (`=SUM(B7:F7)-B9`).
+6. **Scenarios.** A small table with the scenario inputs in one column and the output formula
+   next to each, referring to the starting input absolutely and its own scenario cell
+   relatively (`=$B$1*(1+A9)^4` for year 5).
+   **Check:** the base scenario equals the main model's output.
+7. **Audit.** Read `raw` across every calculation row: each should match its neighbours' pattern;
+   a formula with a typed number or a different reference is the bug.
+
+## Decision table
+
+| Need | Formula pattern |
+| --- | --- |
+| Compound growth period on period | `=prev*(1+$rate$)` |
+| Value at period n directly | `=$start$*(1+$rate$)^(n-1)` |
+| Cost as a share of revenue | `=revenue_cell*$cost_share$` |
+| Fixed cost each period | `=$fixed_cost$` |
+| Running total | `=prev_total+this_period` |
+| Profit | `=revenue-costs` |
+| Scenario output | Input in its own cell per scenario, output formula next to it |
+| Something does not update | Find the formula with a typed number or a missing `$` |
+
+## Recipes
+
+**Five-year projection.** `set_range` from A1: `[["Starting revenue", 100000], ["Growth", 0.08],
+[], ["Year", 1, 2, 3, 4, 5], ["Revenue", "=$B$1", "=B5*(1+$B$2)", "=C5*(1+$B$2)",
+"=D5*(1+$B$2)", "=E5*(1+$B$2)"]]`.
+
+**Find a hard-coded number.** `get_range` the calculation rows; compare each `raw` with its
+neighbours; replace the odd one with the pattern (`set_cell`).
+
+**Scenarios.** From A8: `[["Growth", "Year 5 revenue"], [0.05, "=$B$1*(1+A9)^4"], [0.08,
+"=$B$1*(1+A10)^4"], [0.12, "=$B$1*(1+A11)^4"]]`.
+
+## Pitfalls
+
+- **Typed numbers in formulas** (`=C5*1.08`) do not follow the input; the classic broken model.
+- **Relative input references** shift as formulas copy across; inputs need `$`.
+- **Mixed patterns in a row** hide errors; one formula pattern per row.
+- **Percent confusion**: 8 typed as a rate is 800 %; write 0.08 or `8%`.
+- **Circular references** (`#CYCLE!`) from a total that includes itself.
+- **`set_range` does not shift references** the way fill does; write each cell's own.
+- **Outputs typed as values** break when an input changes.
+
+## Tools used
+
+- `get_range`: read `raw` and `values`, check results and errors
+- `set_range`: write the inputs, timeline, rows and scenario tables, one undo step each
+- `set_cell`: fix one formula
+- `insert_rows`, `insert_columns`: add periods or lines
+- `undo_spreadsheet`: take back a step

package/skills/pixerate-spreadsheet-financial-model/evals/find-hardcoded.json

@@ -0,0 +1,113 @@
+{
+	"prompt": "Something in this revenue model doesn't update when I change the growth rate in B2. Find and fix it.",
+	"fixture": {
+		"editor": "spreadsheet",
+		"rows": [
+			[
+				"Starting revenue",
+				100000,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				"Growth",
+				0.08,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				null,
+				null,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				"Year",
+				1,
+				2,
+				3,
+				4,
+				5
+			],
+			[
+				"Revenue",
+				"=$B$1",
+				"=B5*(1+$B$2)",
+				"=C5*1.08",
+				"=D5*(1+$B$2)",
+				"=E5*(1+$B$2)"
+			]
+		]
+	},
+	"checks": [
+		{
+			"why": "no typed growth rate left in the projection",
+			"tool": "get_range",
+			"args": {
+				"range": "C5:F5"
+			},
+			"expect": {
+				"raw": [
+					{
+						"$every": {
+							"$match": "^=.*\\$?B\\$?2",
+							"$not": {
+								"$match": "1\\.08"
+							}
+						}
+					}
+				]
+			}
+		},
+		{
+			"why": "the values are unchanged at 8 %",
+			"tool": "get_range",
+			"args": {
+				"range": "F5"
+			},
+			"expect": {
+				"values": {
+					"$expr": "Math.abs(v[0][0] - 136048.896) < 0.01"
+				}
+			}
+		},
+		{
+			"why": "the inputs are untouched",
+			"tool": "get_range",
+			"args": {
+				"range": "B1:B2"
+			},
+			"expect": {
+				"values": [
+					[
+						100000
+					],
+					[
+						0.08
+					]
+				]
+			}
+		}
+	],
+	"solution": [
+		{
+			"tool": "get_range",
+			"args": {
+				"range": "A1:F5"
+			}
+		},
+		{
+			"tool": "set_cell",
+			"args": {
+				"cell": "D5",
+				"value": "=C5*(1+$B$2)"
+			}
+		}
+	]
+}

package/skills/pixerate-spreadsheet-financial-model/evals/projection-with-inputs.json

@@ -0,0 +1,118 @@
+{
+	"prompt": "Build a five-year revenue projection: starting revenue 100,000 in year 1, growing 8 % a year. Put the inputs at the top (labels in column A, values in column B: starting revenue in B1, growth in B2) and the projection in rows 4-5 (years 1-5 in B4:F4, revenue in B5:F5), so I can change the growth rate in one place.",
+	"fixture": {
+		"editor": "spreadsheet",
+		"rows": [
+			[
+				""
+			]
+		]
+	},
+	"checks": [
+		{
+			"why": "the inputs are in their own cells",
+			"tool": "get_range",
+			"args": {
+				"range": "B1:B2"
+			},
+			"expect": {
+				"values": [
+					[
+						100000
+					],
+					[
+						0.08
+					]
+				]
+			}
+		},
+		{
+			"why": "the projection compounds at the input rate",
+			"tool": "get_range",
+			"args": {
+				"range": "B5:F5"
+			},
+			"expect": {
+				"values": {
+					"$expr": "[100000, 108000, 116640, 125971.2, 136048.896].every((x, i) => Math.abs(v[0][i] - x) < 0.01)"
+				}
+			}
+		},
+		{
+			"why": "later years are formulas that use the growth input (B2), not a typed rate",
+			"tool": "get_range",
+			"args": {
+				"range": "C5:F5"
+			},
+			"expect": {
+				"raw": [
+					{
+						"$every": {
+							"$match": "^=.*\\$?B\\$?2"
+						}
+					}
+				]
+			}
+		},
+		{
+			"why": "no formula errors",
+			"tool": "get_range",
+			"args": {
+				"range": "A1:F5"
+			},
+			"expect": {
+				"errors": []
+			}
+		}
+	],
+	"solution": [
+		{
+			"tool": "set_range",
+			"args": {
+				"start": "A1",
+				"values": [
+					[
+						"Starting revenue",
+						100000,
+						null,
+						null,
+						null,
+						null
+					],
+					[
+						"Growth",
+						0.08,
+						null,
+						null,
+						null,
+						null
+					],
+					[
+						null,
+						null,
+						null,
+						null,
+						null,
+						null
+					],
+					[
+						"Year",
+						1,
+						2,
+						3,
+						4,
+						5
+					],
+					[
+						"Revenue",
+						"=$B$1",
+						"=B5*(1+$B$2)",
+						"=C5*(1+$B$2)",
+						"=D5*(1+$B$2)",
+						"=E5*(1+$B$2)"
+					]
+				]
+			}
+		}
+	]
+}

package/skills/pixerate-spreadsheet-financial-model/evals/scenarios.json

@@ -0,0 +1,136 @@
+{
+	"prompt": "Below the model, add a small scenario table from A8: the year-5 revenue at 5 %, 8 % and 12 % growth (growth rates in A9:A11, year-5 revenue next to each in B9:B11), with formulas from the starting revenue in B1.",
+	"fixture": {
+		"editor": "spreadsheet",
+		"rows": [
+			[
+				"Starting revenue",
+				100000,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				"Growth",
+				0.08,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				null,
+				null,
+				null,
+				null,
+				null,
+				null
+			],
+			[
+				"Year",
+				1,
+				2,
+				3,
+				4,
+				5
+			],
+			[
+				"Revenue",
+				"=$B$1",
+				"=B5*(1+$B$2)",
+				"=C5*(1+$B$2)",
+				"=D5*(1+$B$2)",
+				"=E5*(1+$B$2)"
+			]
+		]
+	},
+	"checks": [
+		{
+			"why": "the three growth rates",
+			"tool": "get_range",
+			"args": {
+				"range": "A9:A11"
+			},
+			"expect": {
+				"values": [
+					[
+						0.05
+					],
+					[
+						0.08
+					],
+					[
+						0.12
+					]
+				]
+			}
+		},
+		{
+			"why": "year-5 revenue for each scenario",
+			"tool": "get_range",
+			"args": {
+				"range": "B9:B11"
+			},
+			"expect": {
+				"values": {
+					"$expr": "[121550.625, 136048.896, 157351.936].every((x, i) => Math.abs(v[i][0] - x) < 0.01)"
+				}
+			}
+		},
+		{
+			"why": "formulas from the starting revenue",
+			"tool": "get_range",
+			"args": {
+				"range": "B9:B11"
+			},
+			"expect": {
+				"raw": {
+					"$every": {
+						"$every": {
+							"$match": "^=.*\\$?B\\$?1"
+						}
+					}
+				}
+			}
+		},
+		{
+			"why": "the base model still uses B2",
+			"tool": "get_range",
+			"args": {
+				"range": "F5"
+			},
+			"expect": {
+				"values": {
+					"$expr": "Math.abs(v[0][0] - 136048.896) < 0.01"
+				}
+			}
+		}
+	],
+	"solution": [
+		{
+			"tool": "set_range",
+			"args": {
+				"start": "A8",
+				"values": [
+					[
+						"Growth",
+						"Year 5 revenue"
+					],
+					[
+						0.05,
+						"=$B$1*(1+A9)^4"
+					],
+					[
+						0.08,
+						"=$B$1*(1+A10)^4"
+					],
+					[
+						0.12,
+						"=$B$1*(1+A11)^4"
+					]
+				]
+			}
+		}
+	]
+}