29 lines
1.2 KiB
Markdown
29 lines
1.2 KiB
Markdown
---
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name: shd-estimate-management
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description: Use when the user asks to inspect, compare, validate, create or update SHD estimates, proposals, terms or document contracts.
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---
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# SHD estimates and proposal documents
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## Read path
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1. Resolve the project, proposal, terms document or contract before acting.
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2. Use `shd_list_proposals` and `shd_get_proposal` for proposal registers and
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details.
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3. Use `shd_list_terms_documents`, `shd_get_terms_document`,
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`shd_get_terms_document_completeness` and `shd_validate_terms_document` for
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terms and completeness checks.
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4. Inspect template capabilities before proposing a template-driven change.
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5. Report line items, versions, completeness, approvals and publication state
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only when those fields are returned by the server.
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## Mutations
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- Creating, replacing items, requesting approval, publishing, restoring or
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deleting a proposal/document requires an exact explicit request.
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- Read the latest version and use the tool's concurrency and idempotency fields
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before a write.
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- Never publish or request approval as a side effect of an audit or comparison.
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See `references/estimate-safety.md` before a proposal or terms mutation.
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