feat(rfp-intake): script the go/no-go decision against a reusable company profile

.claude-plugin/marketplace.json

@@ -6,7 +6,7 @@
   },
   "metadata": {
     "description": "Construction skills for AI agents: document-based estimating and project controls workflows. No Buildr account required.",
-    "version": "0.6.0"
+    "version": "0.7.0"
   },
   "plugins": [
     {

.github/workflows/validate.yml

@@ -33,3 +33,5 @@ jobs:
         run: node --test evals/tasks/workforce-planning/staffing-core.test.mjs
       - name: Test bid leveling calculations and tab build
         run: node --test evals/tasks/bid-leveling/leveling-core.test.mjs
+      - name: Test RFP intake gates, scoring, and brief
+        run: node --test evals/tasks/rfp-intake/intake.test.mjs

README.md

@@ -43,7 +43,7 @@ text and inputs as attachments; script or PDF workflows still require a runtime.
 | [bid-leveling](skills/bid-leveling) | Preconstruction, Estimating | Level sub bids on bid day. See every scope gap, accept or enter plugs, and find out who is really low once the scope matches. |
 | [drawing-scope-extraction](skills/drawing-scope-extraction) | Preconstruction, Estimating | Turn drawing sheets into a cited scope list by CSI division, with exclusions, open questions, and review coverage. |
 | [proposal-builder](skills/proposal-builder) | Business development, Estimating | Build polished construction proposal PDFs with pdfcn, sourced scope, pricing and qualifications. |
-| [rfp-intake](skills/rfp-intake) | Business development, Preconstruction | Turn a solicitation and its addenda into a cited bid/no-bid review with current requirements, risks, and a conditional recommendation. |
+| [rfp-intake](skills/rfp-intake) | Business development, Preconstruction | Prep the go/no-go meeting. Check the must-pass gates, score the opportunity on your criteria, and get a cited brief with dates, addenda changes, risks, and questions. |
 | [workforce-planning](skills/workforce-planning) | Workforce, Operations | Prep the staffing meeting: who is overloaded, which jobs have empty seats, who rolls off when, and what changes if you win the pursuits you are chasing. |
 
 The catalog contains five skills. See [ROADMAP.md](ROADMAP.md) for what is next.

evals/reviews/rfp-intake/REPORT.md

@@ -1,4 +1,77 @@
-# RFP intake takeover report
+# RFP intake verification
+
+## Revision 2.0.0: scripted go/no-go brief
+
+Previous revision: 1.1.0, a prompt-only review written straight to Markdown
+from a default checklist. This revision keeps the job (prep the bid/no-bid
+meeting for one opportunity) and makes the decision checkable.
+
+### What changed
+
+- **Company profile.** `company-profile.json` is reused across runs. It holds
+  licenses, bonding and insurance limits, days needed to bid, terms the
+  company won't accept, scoring context, and the go/no-go criteria, weights,
+  and thresholds. The first run asks for it once. Missing facts become
+  Unknown, never guesses.
+- **Gates.** `scripts/intake.mjs` checks:
+  - licenses, where a license needed at bid and not held fails, and one
+    needed before contract is a condition
+  - single and aggregate bonding
+  - insurance limits
+  - mandatory meetings already passed
+  - days to bid
+  - disqualifying terms
+
+  Each gate is pass, fail, or unknown.
+- **Score.** Weighted 0 to 5 criteria scaled to 100. Unknown criteria are left
+  out, and their share of the weight is reported.
+- **Recommendation.**
+  - Any failed gate means No-go.
+  - Unknown gates, too much unknown weight, or a score between the thresholds
+    mean Go with conditions, each condition written as an action.
+  - Otherwise the score decides Go or No-go.
+- **Citations are validated.** Every fact cites `{ doc, page }`. The script
+  rejects pages beyond a document's page count, and citations to documents
+  that were referenced but never supplied.
+- The brief keeps the 1.1.0 headings the Brannock verifier checks, and adds
+  Gates, "This week", and Changed by addenda.
+- `references/intake-checklist.md` is replaced by
+  `references/data-contract.md` and `references/reading-solicitations.md`.
+
+### Sample
+
+Cedar Hollow Public Schools, Prairie View Elementary addition and renovation,
+an $18.2M hard bid. The package ships as three PDFs: an 8-page ITB and two
+addenda. Planted problems:
+
+- a mandatory pre-bid meeting three days out
+- a city license required before contract that the company doesn't hold
+- pollution liability added by Addendum 2 and missing from the profile
+- a bond at 91% of the single-job limit
+- liquidated damages against a renovation window that ends on the
+  Substantial Completion date
+- the hazardous materials survey referenced but not supplied
+
+Result: Go with conditions, a score of 63 against a go line of 65, with 20%
+of the weight unknown.
+
+### Verification
+
+- `node --test evals/tasks/rfp-intake/intake.test.mjs`: 11 tests, in CI. They
+  include an exact match of the bundled brief against a fresh build, each of
+  the 7 gate failures forcing No-go, unknowns forcing conditions, score
+  thresholds, default criteria, and citation validation.
+- Mutation check: 10 deliberate breaks each failed at least one test.
+- The sample brief passes the Brannock task's header and section checks.
+
+### Not yet tested
+
+A fresh agent extracting a solicitation it hasn't seen, including physical
+page numbers on PDFs whose printed numbers differ.
+
+---
+
+# Revision 1.1.0: takeover report
 
 RFP intake is revised to 1.1.0. Changes are local and limited to
 `skills/rfp-intake/`, `evals/tasks/rfp-intake/`, and this review directory.

evals/tasks/rfp-intake/brannock-fire-station-4/Task.md

@@ -15,13 +15,13 @@ the agent image or workspace.
   the risks that bite, each cited to the section it came from, ending in a
   scorecard and a recommendation the user can act on.
 - Capability being tested: the `rfp-intake` skill's end-to-end workflow (read
-  the whole package first, apply the default go/no-go criteria in
-  `references/intake-checklist.md`, cover its output content, cite every fact,
+  the whole package first, apply go/no-go gates and criteria per
+  `references/data-contract.md`, cover the brief's content, cite every fact,
   recommend rather than decide, and stay out of legal advice and estimating).
 - Why this case matters: intake is the skill's core job, and the failure mode
   that matters in practice is a confident summary that drops half the
   requirements or invents a date. Both are checkable without a judge.
-- Evidence: `skills/rfp-intake/SKILL.md`, `references/intake-checklist.md`, and
+- Evidence: `skills/rfp-intake/SKILL.md`, `references/reading-solicitations.md`, and
   the shipped sample. The shipped sample cannot be the eval input because the
   skill folder contains its expected output; this solicitation is new.
 - Difference from existing Tasks: `pay-app-review/harborview-app3` scores

evals/tasks/rfp-intake/brannock-fire-station-4/tests/format/checks.py

@@ -1,5 +1,5 @@
-"""Format: the review follows the output template in the skill's
-references/intake-checklist.md."""
+"""Format: the review has the headings of the skill's go/no-go brief
+(scripts/intake.mjs)."""
 
 from __future__ import annotations
 

evals/tasks/rfp-intake/intake.test.mjs

@@ -0,0 +1,190 @@
+import { test } from "node:test";
+import assert from "node:assert/strict";
+import { spawnSync } from "node:child_process";
+import { mkdtempSync, readFileSync, writeFileSync } from "node:fs";
+import { tmpdir } from "node:os";
+import { join } from "node:path";
+import { fileURLToPath } from "node:url";
+import { analyze, daysBetween, formatDate, money, renderBrief, validate } from "../../../skills/rfp-intake/scripts/intake.mjs";
+
+const skill = fileURLToPath(new URL("../../../skills/rfp-intake/", import.meta.url));
+const script = join(skill, "scripts/intake.mjs");
+const load = (name) => JSON.parse(readFileSync(join(skill, "samples", name), "utf8"));
+const sample = () => ({ data: load("intake-data.json"), profile: load("company-profile.json") });
+const gate = (a, key) => a.gates.find((g) => g.key === key);
+const run = ({ data, profile }) => {
+  validate(data, profile);
+  return analyze(data, profile);
+};
+
+// A small opportunity that passes everything, for rule-level tests.
+function clean() {
+  const cite = (page) => ({ doc: "rfp", page });
+  const data = {
+    opportunity: { name: "Clinic", owner: "County", asOf: "2027-01-04", estimatedValue: 500000000, estimatedValueCite: cite(1) },
+    documents: [{ id: "rfp", title: "RFP", supplied: true, pages: 3 }],
+    dates: [
+      { key: "prebid", label: "Pre-bid", date: "2027-01-08", mandatory: true, cite: cite(1) },
+      { key: "bid_due", label: "Bids due", date: "2027-02-01", time: "14:00", tz: "ET", cite: cite(1) },
+    ],
+    bonds: { text: "100% P&P", performancePercent: 100, cite: cite(2) },
+    insurance: [{ key: "umbrella", label: "Umbrella", required: 500000000, cite: cite(2) }],
+    licenses: [{ key: "state-gc", label: "State GC", when: "bid", cite: cite(2) }],
+    terms: [],
+    criteria: [{ key: "fit", score: 4, reason: "Core sector.", cite: cite(3) }, { key: "risk", score: 4, reason: "Standard terms.", cite: cite(3) }],
+  };
+  const profile = {
+    company: "GC",
+    licenses: [{ key: "state-gc", label: "State GC" }],
+    bonding: { singleLimit: 2000000000, aggregateLimit: 6000000000, currentBonded: 1000000000 },
+    insurance: { umbrella: 1000000000 },
+    minDaysToBid: 14,
+    disqualifyingTerms: [{ key: "no_damages_for_delay", label: "No damages for delay" }],
+    criteria: [{ key: "fit", label: "Fit", weight: 60 }, { key: "risk", label: "Risk", weight: 40 }],
+    thresholds: { go: 65, noGo: 45, maxUnknownWeight: 25 },
+  };
+  return { data, profile };
+}
+
+test("bundled brief matches a fresh build exactly", () => {
+  const dir = mkdtempSync(join(tmpdir(), "intake-"));
+  const out = spawnSync(process.execPath, [script, join(skill, "samples/intake-data.json"), join(skill, "samples/company-profile.json"), "--brief", join(dir, "brief.md")], { encoding: "utf8" });
+  assert.equal(out.status, 0, out.stderr);
+  assert.equal(readFileSync(join(dir, "brief.md"), "utf8"), readFileSync(join(skill, "samples/output-intake-brief.md"), "utf8"));
+});
+
+test("sample: go with conditions for the license, pollution cover, and a middling score", () => {
+  const a = run(sample());
+  assert.equal(a.verdict, "Go with conditions");
+  assert.equal(a.score, 63);
+  assert.equal(a.unknownWeight, 20);
+  assert.equal(gate(a, "license_city-cedar-hollow-class-a").status, "unknown");
+  assert.equal(gate(a, "insurance").status, "unknown");
+  assert.match(gate(a, "insurance").detail, /pollution liability/);
+  assert.equal(gate(a, "bonding").status, "pass");
+  assert.match(gate(a, "bonding").detail, /91% of the \$20,000,000 single-job limit/);
+  assert.equal(a.risks[0].title, "Bond close to the single-job limit");
+  assert.equal(gate(a, "mandatory_prebid").status, "pass");
+  assert.deepEqual(a.soon.map((d) => d.key), ["prebid"]);
+  assert.equal(a.conditions.length, 3);
+});
+
+test("a clean opportunity is a go", () => {
+  const a = run(clean());
+  assert.ok(a.gates.every((g) => g.status === "pass"), JSON.stringify(a.gates));
+  assert.equal(a.score, 80);
+  assert.equal(a.verdict, "Go");
+});
+
+test("each failed gate forces no-go regardless of score", () => {
+  const cases = {
+    "license at bid": (x) => (x.profile.licenses = []),
+    "over single bond": (x) => (x.data.opportunity.estimatedValue = 2500000000),
+    "over aggregate bond": (x) => (x.profile.bonding.currentBonded = 5600000000),
+    "short insurance": (x) => (x.profile.insurance.umbrella = 200000000),
+    "missed meeting": (x) => (x.data.opportunity.asOf = "2027-01-09"),
+    "too little time": (x) => (x.profile.minDaysToBid = 30),
+    "disqualifying term": (x) => x.data.terms.push({ key: "no_damages_for_delay", label: "No damages for delay", cite: { doc: "rfp", page: 2 } }),
+  };
+  for (const [name, mutate] of Object.entries(cases)) {
+    const x = clean();
+    mutate(x);
+    const a = run(x);
+    assert.equal(a.verdict, "No-go", name);
+    assert.ok(a.gates.some((g) => g.status === "fail"), name);
+  }
+});
+
+test("unknown company facts make the recommendation conditional, never a pass", () => {
+  const x = clean();
+  delete x.profile.licenses;
+  delete x.profile.minDaysToBid;
+  x.profile.insurance = {};
+  const a = run(x);
+  assert.equal(a.verdict, "Go with conditions");
+  assert.deepEqual(a.gates.filter((g) => g.status === "unknown").map((g) => g.key).sort(), ["due_date", "insurance", "license_state-gc"]);
+  assert.equal(a.conditions.length, 3);
+});
+
+test("a license needed only at contract is a condition, not a failure", () => {
+  const x = clean();
+  x.data.licenses[0].when = "contract";
+  x.profile.licenses = [];
+  const a = run(x);
+  assert.equal(gate(a, "license_state-gc").status, "unknown");
+  assert.equal(a.verdict, "Go with conditions");
+});
+
+test("the score uses weights, leaves unknowns out, and respects thresholds", () => {
+  const x = clean();
+  x.data.criteria[0].score = 2; // 2*60 + 4*40 = 280 of 500
+  let a = run(x);
+  assert.equal(a.score, 56);
+  assert.equal(a.verdict, "Go with conditions");
+  x.data.criteria[0].score = 1; // 220 of 500
+  a = run(x);
+  assert.equal(a.score, 44);
+  assert.equal(a.verdict, "No-go");
+  const y = clean();
+  y.data.criteria[1] = { key: "risk", score: null, reason: "Contract not supplied." };
+  a = run(y);
+  assert.equal(a.score, 80);
+  assert.equal(a.unknownWeight, 40);
+  assert.equal(a.verdict, "Go with conditions");
+  assert.match(a.conditions.join(), /40% of the criteria weight is unknown/);
+});
+
+test("default criteria apply when the profile has none, and the brief says so", () => {
+  const x = clean();
+  delete x.profile.criteria;
+  x.data.criteria = ["owner_relationship", "delivery_contract", "schedule", "scope_fit", "size_fit", "competition", "risk_allocation", "capacity"].map((key) => ({ key, score: 3, reason: "Neutral.", cite: { doc: "rfp", page: 3 } }));
+  const a = run(x);
+  assert.equal(a.score, 60);
+  assert.ok(a.usedDefaults);
+  assert.match(renderBrief(x.data, x.profile, a), /the skill's defaults/);
+});
+
+test("citations must point at supplied pages that exist", () => {
+  const bad = (mutate, pattern) => {
+    const x = clean();
+    mutate(x);
+    assert.throws(() => validate(x.data, x.profile), pattern);
+  };
+  bad((x) => (x.data.dates[1].cite.page = 9), /page 9 is not in rfp \(3 pages\)/);
+  bad((x) => (x.data.dates[1].cite = { doc: "manual", page: 1 }), /cites document "manual", which is not in documents/);
+  bad((x) => {
+    x.data.documents.push({ id: "manual", title: "Project Manual", supplied: false });
+    x.data.insurance[0].cite = { doc: "manual", page: 4 };
+  }, /which was not supplied/);
+  bad((x) => (x.data.dates = x.data.dates.slice(0, 1)), /must include key "bid_due"/);
+  bad((x) => (x.data.criteria = x.data.criteria.slice(0, 1)), /"risk" \(Risk\) is not scored/);
+  bad((x) => (x.data.criteria[0].score = 6), /integer 0 to 5/);
+  bad((x) => delete x.data.criteria[0].cite, /needs a cite from the solicitation or a profileField/);
+  bad((x) => (x.data.opportunity.estimatedValue = 5e8 + 0.5), /integer cents/);
+});
+
+test("formatting helpers", () => {
+  assert.equal(money(1820000000), "$18,200,000");
+  assert.equal(money(null), "not stated");
+  assert.equal(formatDate("2026-10-29", "14:00", "CT"), "Thu Oct 29, 2026, 2:00 p.m. CT");
+  assert.equal(formatDate("2026-10-08", "10:00"), "Thu Oct 8, 2026, 10:00 a.m.");
+  assert.equal(formatDate("2026-10-08", "00:30"), "Thu Oct 8, 2026, 12:30 a.m.");
+  assert.equal(daysBetween("2026-10-05", "2026-10-29"), 24);
+  assert.equal(daysBetween("2026-12-31", "2027-01-01"), 1);
+});
+
+test("CLI: --json, clear errors, and usage", () => {
+  const data = join(skill, "samples/intake-data.json");
+  const profile = join(skill, "samples/company-profile.json");
+  const json = spawnSync(process.execPath, [script, data, profile, "--json"], { encoding: "utf8" });
+  assert.equal(json.status, 0, json.stderr);
+  assert.equal(JSON.parse(json.stdout).verdict, "Go with conditions");
+  const dir = mkdtempSync(join(tmpdir(), "intake-"));
+  const broken = load("intake-data.json");
+  broken.risks[0].cite.page = 12;
+  writeFileSync(join(dir, "broken.json"), JSON.stringify(broken));
+  const bad = spawnSync(process.execPath, [script, join(dir, "broken.json"), profile], { encoding: "utf8" });
+  assert.equal(bad.status, 1);
+  assert.match(bad.stderr, /page 12 is not in itb \(8 pages\)/);
+  assert.equal(spawnSync(process.execPath, [script], { encoding: "utf8" }).status, 2);
+});