chore: keep widget sources only

2026-09-17 23:29:09 +03:00
commit e0404617d2
125 changed files with 8935 additions and 0 deletions
@@ -0,0 +1,41 @@
+---
+name: shd-finance-crm
+description: Use when the user asks for finance or CRM information, document/payment checks, customer records, deals, relationships, or a project business overview in SHD.
+---
+
+# SHD Finance and CRM
+
+For a high-level project overview, prefer `shd_get_project_context` and request
+only the `finance` or `summary` sections needed. For a detailed request use
+the module tools below.
+
+## Finance
+
+- Find documents with `shd_list_finance_documents`.
+- Read one with `shd_get_finance_document`.
+- Read payments with `shd_list_finance_payments` or
+  `shd_get_finance_payment`.
+- Resolve allowed references with `shd_list_finance_refs`.
+- In a UI-capable MCP host, pass normalized finance records to
+  `shd_render_finance_widget`; keep the structured list as the fallback.
+
+When auditing, compare document type, project/counterparty links, line items,
+currency, totals, due dates, payment state and returned validation. Never infer
+approval, payment or publication from a document's title or amount.
+
+## CRM
+
+- Find entities with `shd_list_crm` and read one with `shd_get_crm_entity`.
+- In a UI-capable MCP host, pass normalized CRM records to
+  `shd_render_crm_widget`; keep the structured list as the fallback.
+- Resolve relationships with `shd_list_crm_entity_links` and inspect available
+  pipelines/stages before a deal change.
+- Use `shd_save_crm_entity` only for an explicitly requested create/update after
+  duplicate and relationship checks.
+
+Do not approve, publish, delete, merge, move a deal stage, create a payment or
+change ownership unless the user explicitly requests that exact operation.
+Report IDs, resolved links, changed fields and server validation separately from
+recommendations.
+
+See `references/finance-crm-audit.md` for the finance/CRM audit boundary.