# Section 4 — Plan, Act, Review

## What this section does

1. Run the Prompt below in Claude Code by copying the entire block.
2. Claude must propose a plan before writing any file. You approve.
3. The work for this section is a **finance/management note** from public SET-listed company data. Everyone in the room works the same source material.

The folder layout you will use:

```text
04-plan-act-review/
  INSTRUCTIONS.md
  outputs/                       ← your work output lives here
  inputs/                        ← source files Claude reads
    BRIEF.md                     ← reporting rules and suggested output shape
    data-table.csv               ← ADVANC 2022–2025 financial snapshot (SET Link)
    reference-document.pdf
    screenshot-or-chart.png
    raw-message.txt              ← the manager's request to you
```

---

## The Prompt

> Paste into Claude Code after you are in the correct workspace.
> Claude will propose a plan first. After you approve, it will write the file in the same turn.

```text
I want to turn the messy starter material in
04-plan-act-review/inputs/
into a useful first-pass finance management note.

First, inspect the relevant files and propose a short plan.
Do not edit anything until I approve the plan.

The final deliverable is one self-contained HTML file:
- 04-plan-act-review/outputs/first-work-output.html
  (executive summary + detailed analysis with D3 charts, in one file)

Likely sources to read first:
BRIEF.md, data-table.csv, and raw-message.txt.
Use reference-document.pdf or screenshot-or-chart.png only if needed.

Your plan should include:
1. goal
2. files you will inspect
3. output structure for the HTML file
4. assumptions or source limitations
5. what approval you need before writing

After I approve the plan, create the deliverable:
- A self-contained HTML file with an executive summary up top
  and detailed analysis with D3 charts below.
- Include: executive summary (key findings, 2026 implications,
  recommended next actions, source reconciliation & caveats),
  followed by D3 charts — revenue/expense/profit trends,
  margin trend lines, cash flow breakdown, leverage ratio history,
  and a 2025 vs 2024 change visualization — plus the movement table.
- Keep the output practical and easy to reuse before a finance review meeting.
- Do not give buy / sell / hold or any investment recommendation.

After writing the file, summarize the sources used, what changed,
and what I should review.
```

> What to inspect — the file is created under `04-plan-act-review/outputs/` and source files in `04-plan-act-review/inputs/` are untouched.
