Event Sweep

---
name: event-sweep
description: Sweep Quartr events for active (and monitoring) theses into a Daily Intel triage note. Use when user says "event sweep", "what's on the calendar this week", "Monday sweep", or after a conference week. Triage only — figures destined for a thesis go through /transcript, /filing, or /slides.
model: opus
effort: max
allowed-tools: Read Grep Glob Edit Write Bash(date * mkdir * ls * cp *)
---

**Follow CLAUDE.md Writing Standards strictly.** Lead with the count and the thesis-touching flags. Event Sweep is a scanning surface, not a research note.

Codify the 2026-09-09 first-run artefact. Writes `Daily Intel/YYYY-MM-DD - Event Sweep.md`. Does **not** create Research notes, does **not** `/sync`, does **not** edit theses. Highlights end with `→ /transcript TICKER --event ID` (or `/filing` / `/slides`).

Per `_shared/quartr.md`: summaries are Quartr-generated pointers and Q&A extracts are triage, never evidence.

## Arguments

`$ARGUMENTS`:
- empty / `week` — lookback 7d + forward 7d (default; Monday morning)
- `--from YYYY-MM-DD --to YYYY-MM-DD` — explicit window
- `--conference` — also `list_conferences` in the window and expand named conferences that intersect the book

## Step 0: Pre-flight

Vault-wide lock per `_shared/preflight.md` Procedure 1. Timeout 10 minutes. Rename-marker glob: warn-only (this skill does not edit theses).

Read `_shared/quartr.md`. Read `.data/quartr_watchlists.json` if present. If `monitoring_id` is 0 or missing, sweep Vault Active (30182) only and report `ℹ️ Vault Monitoring watchlist not seeded — run /watchlist-sync`.

## Step 1: Universe

`list_events` on watchlist 30182 (and monitoring_id if set) with `startDate` = window start minus 1 day, `endDate` = window end plus 1 day, `order: desc`, `expand: ["documents", "expectedContent", "transcript"]`. Cache per the contract.

Classify each event:
- **transcript-bearing** — a transcript document or `read_transcript` succeeds
- **happened-no-transcript** — event date ≤ today, no transcript yet
- **upcoming** — event date > today

Do not call `read_transcript` on every event. For transcript-bearing events, prefer `get_event_summary`; pull `read_transcript section: qna` only for the events that survive Step 2 (cap 8 Q&A extracts per run).

## Step 2: Thesis-touching highlights

For each transcript-bearing or summary-bearing event, grep the matching thesis (via `quartr_id:` / watchlist JSON) for Outstanding Questions, Conviction Triggers, and the last 5 Log entries. Flag when the summary/Q&A names a variable those sections already wrote.

Cap **6 highlights**. Rank: live-book Full/High first, then named trigger/OQ hits, then cross-thesis signals (one event that names another vault ticker).

Each highlight is 2–4 sentences + `→ /transcript TICKER --event ID` (or `/filing` / `/slides` when the payload is a document, not a call). Cross-thesis flags name both tickers.

## Step 3: Write the Daily Intel note

Filename: `Daily Intel/YYYY-MM-DD - Event Sweep.md`. If a file for today exists, overwrite (regenerated scanning surface, like a news brief — not an immutable research note).

```yaml
---
date: YYYY-MM-DD
tags: [meta, daily-intel, event-sweep]
window: YYYY-MM-DD..YYYY-MM-DD
---
```

Body skeleton (match the 2026-09-09 note):
1. One-line count: `N events across M names · T transcript-bearing · H happened-no-transcript · U upcoming · watchlist drift: +X/−Y`
2. Triage disclaimer (verbatim): summaries are Quartr-generated pointers and Q&A extracts are triage, never evidence. Any figure destined for a thesis goes through `/transcript`.
3. `## Thesis-touching highlights` — numbered, with `/transcript --event` commands
4. `## By company` — one `### TICKER — event title (date)` per transcript-bearing event, with event URL, 3–8 Q&A bullets citing paragraph URLs, or a short summary if no Q&A
5. `## Appearances without transcripts` — bullets; note that the next Monday sweep catches late conference transcripts
6. `## Upcoming week` — day-by-day, bold live-book names
7. `## Coverage gaps` — watchlist vs `status: active` set-diff (should be none after `/watchlist-sync`); list monitoring names not on the Monitoring list

Do not `/sync`. Do not append thesis Logs.

## Step 4: `_hot.md`

Per `_shared/hot-md-contract.md`. Active Research Thread: one dated line `YYYY-MM-DD: event sweep — [N] highlights, top flag [TICKER]`. Open Questions: only for highlights that touch a Conviction Trigger (dedupe by ticker + `event sweep`).

## Step 5: Report + lock release

```
✓ /event-sweep complete
Window:     [start] → [end]
Events:     [N] ([T] transcript-bearing)
Highlights: [list of TICKER — one-liner]
Note:       [[Daily Intel/YYYY-MM-DD - Event Sweep]]
Next:       pick highlights via /ingest --from-sweep  OR  run the printed /transcript --event commands
```

Release lock per preflight §1.7.

## Design constraints

1. **Triage, never evidence.** Q&A extracts stay in Daily Intel. The thesis spine is written by `/transcript` / `/filing` / `/slides`.
2. **No auto-sync.** A sweep that `/sync`s would launder Quartr summaries into sector notes.
3. **Cap Q&A extracts at 8 events.** Unbounded `read_transcript` blows context; the rest wait for a picked `/transcript`.
4. **Do not ingest Quartr Edge.** Editorial profiles are an inside-view engine.
5. **Monday launchd runs this skill via grok** (`com.investmentvault.event-sweep`). All weekly jobs share that runner.