feat: add D.intelligence Agent Corps (9 skills + shared infra)
Add 9 agent skills (#70-#77, #88) for D.intelligence business operations: brand guardian, brand editor, doc secretary, quotation manager, service architect, marketing manager, back office manager, account manager, and skill update meta-agent. Includes shared Python package (dintel), reference docs, document/quotation templates, service module CSVs, cross-device installer, and comprehensive user guide. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
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custom-skills/73-dintel-quotation-mgr/code/CLAUDE.md
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# D.intelligence Quotation Manager
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> **Agent #73** | `dintel-quotation-mgr` v1.0.0 | D.intelligence Agent Corps
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Generate professional quotations and estimates for D.intelligence service modules using a multi-agent sub-system (Scope, Resource, Pricing, Output).
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## Agent Corps Context
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- **Agent #73** -- Quotation Manager (Multi-Agent)
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- **Collaborates with**: Agent #70 (Brand Guardian), Agent #71 (Brand Editor)
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- **Shared constants**: `dintel-shared/src/dintel/brand.py` (colors, terminology, style tokens)
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- **Excel utilities**: `dintel-shared/src/dintel/excel.py` (branded workbook generation)
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## Universal Guardrails
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1. **Never send to clients without Andrew's approval** -- All quotations require Andrew's review.
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2. **Never delete -- always archive** -- Move outdated quotes to archive; never permanently delete.
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3. **Never commit pricing without Andrew's sign-off** -- CRITICAL. All pricing is draft until approved.
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4. **Korean-first, bilingual notation** -- Korean primary; jargon uses 한글(English) notation on first use.
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5. **Never cross-reference client data without consent** -- Client data is siloed by account.
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## Autonomy Level: Draft & Wait
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This agent generates quotation drafts and STOPS. It never finalizes or sends quotes without Andrew's explicit approval. All generated files are marked as DRAFT with yellow-highlighted price cells.
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## Workflow
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1. Receive client brief
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2. Run Scope Agent -> map requirements to modules (A1--G4)
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3. Run Resource Agent -> estimate hours, timeline, team
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4. Run Pricing Agent -> calculate prices, apply discounts
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5. Run Output Generator -> produce branded .xlsx
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6. **STOP** -- Notify Andrew for review
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7. Process feedback from Google Sheets comments -> update `shared/feedback-log.md`
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8. Revise if requested, then await final approval
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## Quick Reference
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- **Full skill definition**: `../desktop/SKILL.md` (sub-agents, pricing tables, discount rules, output format)
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- **Pricing reference**: `../shared/pricing-reference.md` and `../../dintel-shared/references/pricing-reference.md`
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- **Feedback log**: `../shared/feedback-log.md`
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- **Generate script**: `scripts/generate_quotation.py`
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- **Excel utilities**: `../../dintel-shared/src/dintel/excel.py`
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## Quotation Template Library
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Reference templates are available in `shared/quotation-templates/`:
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| Template | Filename | Description |
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|----------|----------|-------------|
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| Standard 2026 | `D.intelligence-표준 견적서_2026.xlsx` | Current standard quotation template |
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| GA Analytics | `[템플릿] D.intelligence-Google Analytics-표준 견적서.xlsx` | GA4/GTM service quotes |
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| Content Marketing | `[템플릿] D.intelligence-콘텐츠 마케팅-표준 견적서 2026.xlsx` | Content marketing quotes |
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| GA Training | `[템플릿] D.intelligence-디지털 마케터를 위한 GA활용-중급-견적 _ 커리큘럼.xlsx` | Training/workshop quotes |
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Use these as structural references for sheet layout, column headers, and formatting conventions when generating new quotations.
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## Key Rules
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- Quotation reference format: `DI-Q-{YYYYMMDD}-{NNN}`
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- All prices are VAT 별도
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- Discounts: apply highest single base discount; 재계약 10% stacks on top; never exceed 35% total
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- Payment terms default: 착수금 50% / 완료 후 50%
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- Validity: 견적 유효기간 30일
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- File naming: `DI-Q-{YYYYMMDD}-{NNN}_{ClientName}_DRAFT.xlsx`
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"""
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D.intelligence Quotation Generator
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Agent #73 - dintel-quotation-mgr
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Generates branded Excel .xlsx quotation files using dintel-shared utilities.
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This is a stub script -- extend with full implementation as needed.
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Usage:
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python generate_quotation.py --client "고객사명" --modules A3,T6 --output ./output/
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Dependencies:
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- dintel-shared (../../dintel-shared/)
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- openpyxl
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"""
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from __future__ import annotations
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import argparse
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import sys
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from dataclasses import dataclass, field
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from datetime import date, timedelta
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from pathlib import Path
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from typing import Optional
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# ---------------------------------------------------------------------------
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# Pricing data (mirrors shared/pricing-reference.md)
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# ---------------------------------------------------------------------------
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MODULE_PRICING: dict[str, dict] = {
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# Analysis (진단)
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"A1": {"name": "비즈니스·브랜드 진단", "duration": "2-3주", "min": 3_000_000, "max": 5_000_000, "phase": "Analysis"},
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"A2": {"name": "고객·소비자 분석", "duration": "3-4주", "min": 4_000_000, "max": 7_000_000, "phase": "Analysis"},
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"A3": {"name": "데이터 분석 (웹·앱)", "duration": "3-5주", "min": 4_000_000, "max": 8_000_000, "phase": "Analysis"},
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"A4": {"name": "디지털 마케팅 진단", "duration": "2-4주", "min": 3_000_000, "max": 6_000_000, "phase": "Analysis"},
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"A5": {"name": "퍼포먼스 마케팅 진단", "duration": "2-3주", "min": 3_000_000, "max": 5_000_000, "phase": "Analysis"},
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"A6": {"name": "운영·관리 진단", "duration": "2-3주", "min": 2_000_000, "max": 4_000_000, "phase": "Analysis"},
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# Treatment (처방)
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"T1": {"name": "브랜드 스토리텔링 & 가이드", "duration": "4-8주", "min": 5_000_000, "max": 12_000_000, "phase": "Treatment"},
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"T2": {"name": "고객 접점 경험 최적화", "duration": "4-6주", "min": 4_000_000, "max": 8_000_000, "phase": "Treatment"},
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"T3": {"name": "디지털 자산 통합관리", "duration": "4-8주", "min": 6_000_000, "max": 15_000_000, "phase": "Treatment"},
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"T4": {"name": "콘텐츠 마케팅", "duration": "4-8주", "min": 4_000_000, "max": 10_000_000, "phase": "Treatment"},
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"T5": {"name": "광고·전환 최적화", "duration": "3-6주", "min": 4_000_000, "max": 8_000_000, "phase": "Treatment"},
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"T6": {"name": "Brand Visibility Treatment", "duration": "4-12주", "min": 5_000_000, "max": 15_000_000, "phase": "Treatment"},
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"T7": {"name": "운영 시스템·자동화", "duration": "4-8주", "min": 4_000_000, "max": 10_000_000, "phase": "Treatment"},
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# Growth (성장)
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"G1": {"name": "퍼포먼스 마케팅", "duration": "월간", "min": 2_000_000, "max": 5_000_000, "phase": "Growth", "monthly": True},
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"G2": {"name": "콘텐츠 마케팅 대행", "duration": "월간", "min": 3_000_000, "max": 6_000_000, "phase": "Growth", "monthly": True},
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"G3": {"name": "모니터링·이슈관리", "duration": "월간", "min": 2_000_000, "max": 4_000_000, "phase": "Growth", "monthly": True},
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"G4": {"name": "연간 계약·운영", "duration": "12개월", "min": 0, "max": 0, "phase": "Growth", "monthly": True},
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}
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COMPLEXITY_PERCENTILE = {
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"standard": 0.30,
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"complex": 0.60,
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"enterprise": 0.90,
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}
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DISCOUNT_POLICIES = {
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"multi_3plus": {"label": "3개 모듈 이상 동시 계약", "rate": 0.15},
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"analysis_treatment": {"label": "Analysis → Treatment 연계", "rate": 0.20},
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"full_cycle": {"label": "Full cycle (A→T→G)", "rate": 0.25},
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"g4_annual": {"label": "G4 연간 계약", "rate": 0.20},
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"renewal": {"label": "재계약 (기존 고객)", "rate": 0.10, "stackable": True},
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}
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# ---------------------------------------------------------------------------
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# Data classes
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# ---------------------------------------------------------------------------
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@dataclass
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class LineItem:
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code: str
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name: str
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phase: str
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complexity: str = "standard"
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base_price: int = 0
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months: int = 1 # for Growth modules
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subtotal: int = 0
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@dataclass
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class QuotationDraft:
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ref: str = ""
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client_name: str = ""
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industry: str = ""
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date_created: date = field(default_factory=date.today)
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validity_days: int = 30
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line_items: list[LineItem] = field(default_factory=list)
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subtotal: int = 0
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discount_label: str = ""
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discount_rate: float = 0.0
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discount_amount: int = 0
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total_before_vat: int = 0
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is_renewal: bool = False
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# ---------------------------------------------------------------------------
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# Pricing logic
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# ---------------------------------------------------------------------------
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def calculate_price(code: str, complexity: str = "standard") -> int:
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"""Calculate module price based on complexity percentile within range."""
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module = MODULE_PRICING.get(code)
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if not module:
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raise ValueError(f"Unknown module code: {code}")
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pct = COMPLEXITY_PERCENTILE.get(complexity, 0.30)
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price_range = module["max"] - module["min"]
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return int(module["min"] + price_range * pct)
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def determine_discount(line_items: list[LineItem], is_renewal: bool = False) -> tuple[str, float]:
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"""Determine the highest applicable base discount, plus renewal if applicable."""
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phases = {item.phase for item in line_items}
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num_modules = len(line_items)
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has_g4 = any(item.code == "G4" for item in line_items)
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# Determine base discount (highest wins)
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base_label = ""
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base_rate = 0.0
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if phases >= {"Analysis", "Treatment", "Growth"}:
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base_label = DISCOUNT_POLICIES["full_cycle"]["label"]
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base_rate = DISCOUNT_POLICIES["full_cycle"]["rate"]
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elif "Analysis" in phases and "Treatment" in phases:
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base_label = DISCOUNT_POLICIES["analysis_treatment"]["label"]
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base_rate = DISCOUNT_POLICIES["analysis_treatment"]["rate"]
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elif has_g4:
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base_label = DISCOUNT_POLICIES["g4_annual"]["label"]
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base_rate = DISCOUNT_POLICIES["g4_annual"]["rate"]
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elif num_modules >= 3:
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base_label = DISCOUNT_POLICIES["multi_3plus"]["label"]
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base_rate = DISCOUNT_POLICIES["multi_3plus"]["rate"]
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# Stack renewal discount
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if is_renewal and base_rate > 0:
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base_label += " + 재계약"
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base_rate = min(base_rate + 0.10, 0.35)
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elif is_renewal:
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base_label = DISCOUNT_POLICIES["renewal"]["label"]
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base_rate = 0.10
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return base_label, base_rate
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def build_quotation(
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client_name: str,
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modules: list[tuple[str, str]], # [(code, complexity), ...]
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industry: str = "",
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is_renewal: bool = False,
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growth_months: int = 3,
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) -> QuotationDraft:
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"""Build a complete quotation draft."""
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today = date.today()
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ref = f"DI-Q-{today.strftime('%Y%m%d')}-001"
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draft = QuotationDraft(
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ref=ref,
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client_name=client_name,
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industry=industry,
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date_created=today,
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is_renewal=is_renewal,
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)
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for code, complexity in modules:
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module = MODULE_PRICING[code]
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price = calculate_price(code, complexity)
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months = growth_months if module.get("monthly") else 1
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item = LineItem(
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code=code,
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name=module["name"],
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phase=module["phase"],
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complexity=complexity,
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base_price=price,
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months=months,
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subtotal=price * months,
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)
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draft.line_items.append(item)
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draft.subtotal = sum(item.subtotal for item in draft.line_items)
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draft.discount_label, draft.discount_rate = determine_discount(draft.line_items, is_renewal)
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draft.discount_amount = int(draft.subtotal * draft.discount_rate)
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draft.total_before_vat = draft.subtotal - draft.discount_amount
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return draft
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# ---------------------------------------------------------------------------
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# Excel generation (stub -- requires openpyxl and dintel-shared)
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# ---------------------------------------------------------------------------
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def generate_xlsx(draft: QuotationDraft, output_dir: Path) -> Path:
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"""Generate branded .xlsx quotation file.
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TODO: Implement full branded workbook using dintel-shared/src/dintel/excel.py.
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This stub creates a basic workbook structure.
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"""
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try:
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from openpyxl import Workbook
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from openpyxl.styles import Alignment, Font, PatternFill
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except ImportError:
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print("ERROR: openpyxl is required. Install with: pip install openpyxl", file=sys.stderr)
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sys.exit(1)
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wb = Workbook()
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# -- Sheet 1: Cover --
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ws_cover = wb.active
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ws_cover.title = "표지"
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ws_cover["B2"] = "D.intelligence :: SMART Marketing Clinic ::"
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ws_cover["B2"].font = Font(name="Pretendard", size=16, bold=True)
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ws_cover["B4"] = "견적서 (Quotation)"
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ws_cover["B4"].font = Font(name="Pretendard", size=24, bold=True)
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ws_cover["B6"] = f"고객사: {draft.client_name}"
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ws_cover["B7"] = f"업종: {draft.industry}"
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ws_cover["B8"] = f"견적번호: {draft.ref}"
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ws_cover["B9"] = f"작성일: {draft.date_created.isoformat()}"
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ws_cover["B10"] = f"유효기간: {(draft.date_created + timedelta(days=draft.validity_days)).isoformat()}"
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ws_cover["B12"] = "DRAFT -- 검토 대기"
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ws_cover["B12"].font = Font(color="FF0000", bold=True, size=14)
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# -- Sheet 2: Scope --
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ws_scope = wb.create_sheet("서비스 범위")
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headers = ["모듈 코드", "모듈명", "Phase", "복잡도", "비고"]
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for col, header in enumerate(headers, 1):
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cell = ws_scope.cell(row=1, column=col, value=header)
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cell.font = Font(bold=True)
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for row, item in enumerate(draft.line_items, 2):
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ws_scope.cell(row=row, column=1, value=item.code)
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ws_scope.cell(row=row, column=2, value=item.name)
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ws_scope.cell(row=row, column=3, value=item.phase)
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ws_scope.cell(row=row, column=4, value=item.complexity)
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# -- Sheet 3: Timeline (placeholder) --
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ws_timeline = wb.create_sheet("일정")
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ws_timeline["A1"] = "Phase"
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ws_timeline["B1"] = "Module"
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ws_timeline["C1"] = "Duration"
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ws_timeline["A1"].font = Font(bold=True)
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ws_timeline["B1"].font = Font(bold=True)
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ws_timeline["C1"].font = Font(bold=True)
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for row, item in enumerate(draft.line_items, 2):
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ws_timeline.cell(row=row, column=1, value=item.phase)
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ws_timeline.cell(row=row, column=2, value=f"{item.code} {item.name}")
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module = MODULE_PRICING[item.code]
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ws_timeline.cell(row=row, column=3, value=module["duration"])
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# -- Sheet 4: Pricing --
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ws_pricing = wb.create_sheet("견적 내역")
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draft_fill = PatternFill(start_color="FFFF00", end_color="FFFF00", fill_type="solid")
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price_headers = ["모듈 코드", "모듈명", "단가 (원)", "수량/개월", "소계 (원)"]
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for col, header in enumerate(price_headers, 1):
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cell = ws_pricing.cell(row=1, column=col, value=header)
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cell.font = Font(bold=True)
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for row, item in enumerate(draft.line_items, 2):
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ws_pricing.cell(row=row, column=1, value=item.code)
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ws_pricing.cell(row=row, column=2, value=item.name)
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price_cell = ws_pricing.cell(row=row, column=3, value=item.base_price)
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price_cell.fill = draft_fill
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price_cell.number_format = "#,##0"
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ws_pricing.cell(row=row, column=4, value=item.months)
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subtotal_cell = ws_pricing.cell(row=row, column=5, value=item.subtotal)
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subtotal_cell.fill = draft_fill
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subtotal_cell.number_format = "#,##0"
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summary_row = len(draft.line_items) + 3
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ws_pricing.cell(row=summary_row, column=4, value="소계").font = Font(bold=True)
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ws_pricing.cell(row=summary_row, column=5, value=draft.subtotal).number_format = "#,##0"
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if draft.discount_rate > 0:
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summary_row += 1
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ws_pricing.cell(row=summary_row, column=3, value=draft.discount_label)
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ws_pricing.cell(row=summary_row, column=4, value=f"-{int(draft.discount_rate * 100)}%")
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disc_cell = ws_pricing.cell(row=summary_row, column=5, value=-draft.discount_amount)
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disc_cell.number_format = "#,##0"
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disc_cell.font = Font(color="FF0000")
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summary_row += 1
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ws_pricing.cell(row=summary_row, column=4, value="합계 (VAT 별도)").font = Font(bold=True, size=12)
|
||||
total_cell = ws_pricing.cell(row=summary_row, column=5, value=draft.total_before_vat)
|
||||
total_cell.font = Font(bold=True, size=12)
|
||||
total_cell.number_format = "#,##0"
|
||||
total_cell.fill = draft_fill
|
||||
|
||||
summary_row += 1
|
||||
ws_pricing.cell(row=summary_row, column=5, value="Andrew 검토 필요").font = Font(color="FF0000", italic=True)
|
||||
|
||||
# -- Sheet 5: Terms --
|
||||
ws_terms = wb.create_sheet("계약 조건")
|
||||
terms = [
|
||||
("결제 조건", "착수금 50% / 완료 후 50%"),
|
||||
("견적 유효기간", "발행일로부터 30일"),
|
||||
("부가세", "별도 (10%)"),
|
||||
("범위 변경", "서면 합의 후 별도 견적"),
|
||||
("계약 해지", "착수 전 전액 환불 / 착수 후 진행분 정산"),
|
||||
("", ""),
|
||||
("D.intelligence", "SMART Marketing Clinic"),
|
||||
("Website", "dintelligence.co.kr"),
|
||||
("담당자", "Andrew Yim"),
|
||||
]
|
||||
for row, (label, value) in enumerate(terms, 1):
|
||||
ws_terms.cell(row=row, column=1, value=label).font = Font(bold=True)
|
||||
ws_terms.cell(row=row, column=2, value=value)
|
||||
|
||||
# Save
|
||||
output_dir.mkdir(parents=True, exist_ok=True)
|
||||
filename = f"{draft.ref}_{draft.client_name.replace(' ', '_')}_DRAFT.xlsx"
|
||||
filepath = output_dir / filename
|
||||
wb.save(filepath)
|
||||
return filepath
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# CLI entry point
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
def main():
|
||||
parser = argparse.ArgumentParser(description="D.intelligence Quotation Generator")
|
||||
parser.add_argument("--client", required=True, help="Client name (고객사명)")
|
||||
parser.add_argument("--industry", default="", help="Client industry (업종)")
|
||||
parser.add_argument("--modules", required=True, help="Comma-separated module codes (e.g., A3,T6,G2)")
|
||||
parser.add_argument("--complexity", default="standard", choices=["standard", "complex", "enterprise"],
|
||||
help="Default complexity tier for all modules")
|
||||
parser.add_argument("--renewal", action="store_true", help="Existing client (재계약)")
|
||||
parser.add_argument("--growth-months", type=int, default=3, help="Number of months for Growth modules")
|
||||
parser.add_argument("--output", default="./output", help="Output directory")
|
||||
|
||||
args = parser.parse_args()
|
||||
|
||||
module_list = [(code.strip(), args.complexity) for code in args.modules.split(",")]
|
||||
|
||||
draft = build_quotation(
|
||||
client_name=args.client,
|
||||
modules=module_list,
|
||||
industry=args.industry,
|
||||
is_renewal=args.renewal,
|
||||
growth_months=args.growth_months,
|
||||
)
|
||||
|
||||
filepath = generate_xlsx(draft, Path(args.output))
|
||||
|
||||
print(f"Quotation draft generated: {filepath}")
|
||||
print(f" Reference: {draft.ref}")
|
||||
print(f" Client: {draft.client_name}")
|
||||
print(f" Modules: {', '.join(item.code for item in draft.line_items)}")
|
||||
print(f" Subtotal: {draft.subtotal:,}원")
|
||||
if draft.discount_rate > 0:
|
||||
print(f" Discount: {draft.discount_label} (-{int(draft.discount_rate * 100)}%, -{draft.discount_amount:,}원)")
|
||||
print(f" Total (VAT 별도): {draft.total_before_vat:,}원")
|
||||
print()
|
||||
print("STATUS: DRAFT -- Andrew 검토 대기")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
Reference in New Issue
Block a user