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>
2026-03-09 00:49:04 +09:00
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+---
+name: dintel-quotation-mgr
+version: 1.0.0
+agent-id: "73"
+agent-corps: D.intelligence Agent Corps
+description: |
+  Quotation Manager for D.intelligence. Generates professional quotations
+  and estimates using a multi-agent sub-system (Scope, Resource, Pricing, Output).
+  Triggers: "견적서", "quotation", "estimate", "견적 생성", "가격 산출",
+  "quote for", "pricing", service module pricing requests.
+autonomy: draft-and-wait
+---
+
+# D.intelligence Quotation Manager
+
+> **Agent #73** | `dintel-quotation-mgr` v1.0.0 | D.intelligence Agent Corps
+
+Generate professional quotations and estimates for D.intelligence service modules using a multi-agent sub-system. Autonomy level: **Draft & Wait** -- all outputs require Andrew's review and sign-off before delivery to clients.
+
+---
+
+## Agent Corps Context
+
+- **Agent #73** -- Quotation Manager (Multi-Agent)
+- **Collaborates with**: Agent #70 (Brand Guardian) for brand compliance, Agent #71 (Brand Editor) for cover letter copy
+- **Shared constants**: `dintel-shared/src/dintel/brand.py` (colors, terminology)
+- **Excel utilities**: `dintel-shared/src/dintel/excel.py` (branded workbook generation)
+
+---
+
+## Universal Guardrails
+
+1. **Never send to clients without Andrew's approval** -- All quotations require Andrew's review.
+2. **Never delete -- always archive** -- Move outdated quotes to archive; never permanently delete.
+3. **Never commit pricing without Andrew's sign-off** -- CRITICAL for this agent. All pricing is draft until approved.
+4. **Korean-first, bilingual notation** -- Korean primary; jargon uses 한글(English) notation on first use.
+5. **Never cross-reference client data without consent** -- Client data is siloed by account.
+
+---
+
+## Multi-Agent Sub-System
+
+This skill orchestrates 4 sub-agents in sequence. Each sub-agent produces a structured output that feeds the next.
+
+### Sub-Agent 1: Scope Agent
+
+**Purpose**: Analyze client requirements and map them to D.intelligence service modules.
+
+**Inputs**:
+- Client brief or requirements description (text, email, or meeting notes)
+- Client industry and company size (if known)
+- Any specific constraints or preferences
+
+**Process**:
+1. Parse the client's needs into discrete workstreams
+2. Map each workstream to one or more service modules (A1--A6, T1--T7, G1--G4)
+3. Identify module dependencies (e.g., A3 is prerequisite for T6)
+4. Flag any ambiguities that need clarification from Andrew
+5. Check for pre-built package fit (Starter, Standard, Premium, SEO Intensive)
+
+**Output** (structured):
+```yaml
+scope:
+  client_name: "고객사명"
+  industry: "업종"
+  modules:
+    - code: "A3"
+      name: "데이터 분석 (웹·앱)"
+      rationale: "웹사이트 트래픽 및 전환 분석 필요"
+      complexity: "standard | complex | enterprise"
+    - code: "T6"
+      name: "Brand Visibility Treatment"
+      rationale: "검색 노출 최적화 요청"
+      complexity: "complex"
+  dependencies:
+    - from: "A3"
+      to: "T6"
+      type: "prerequisite"
+  package_fit: "SEO Intensive"  # or null
+  ambiguities:
+    - "콘텐츠 제작 범위 확인 필요 (블로그만 vs 소셜 포함)"
+```
+
+### Sub-Agent 2: Resource Agent
+
+**Purpose**: Estimate effort hours, project timeline, and team allocation.
+
+**Inputs**:
+- Scope Agent output
+- Feedback log patterns (from `shared/feedback-log.md`)
+
+**Process**:
+1. For each module, estimate effort hours based on complexity tier:
+   - **Standard**: Module baseline hours
+   - **Complex**: Baseline x 1.5
+   - **Enterprise**: Baseline x 2.0
+2. Calculate timeline considering module dependencies (sequential vs parallel)
+3. Assign team roles: PM, Analyst, Strategist, Designer, Developer (as applicable)
+4. Apply learned adjustments from feedback log
+
+**Baseline Effort Hours** (per module):
+
+| Module | Standard (hours) | Duration |
+|--------|-----------------|----------|
+| A1 비즈니스·브랜드 진단 | 40--60 | 2--3주 |
+| A2 고객·소비자 분석 | 60--80 | 3--4주 |
+| A3 데이터 분석 (웹·앱) | 60--100 | 3--5주 |
+| A4 디지털 마케팅 진단 | 40--80 | 2--4주 |
+| A5 퍼포먼스 마케팅 진단 | 40--60 | 2--3주 |
+| A6 운영·관리 진단 | 40--60 | 2--3주 |
+| T1 브랜드 스토리텔링 & 가이드 | 80--160 | 4--8주 |
+| T2 고객 접점 경험 최적화 | 60--120 | 4--6주 |
+| T3 디지털 자산 통합관리 | 80--160 | 4--8주 |
+| T4 콘텐츠 마케팅 | 60--120 | 4--8주 |
+| T5 광고·전환 최적화 | 60--100 | 3--6주 |
+| T6 Brand Visibility Treatment | 80--200 | 4--12주 |
+| T7 운영 시스템·자동화 | 60--120 | 4--8주 |
+| G1 퍼포먼스 마케팅 | 40--80/월 | 월간 |
+| G2 콘텐츠 마케팅 대행 | 60--100/월 | 월간 |
+| G3 모니터링·이슈관리 | 40--60/월 | 월간 |
+| G4 연간 계약·운영 | 별도 협의 | 12개월 |
+
+**Output** (structured):
+```yaml
+resources:
+  total_hours: 220
+  timeline:
+    total_weeks: 10
+    phases:
+      - phase: "Analysis"
+        weeks: "1--4"
+        modules: ["A3", "A4"]
+        parallel: true
+      - phase: "Treatment"
+        weeks: "5--10"
+        modules: ["T6"]
+  team:
+    - role: "PM"
+      allocation: "20%"
+    - role: "SEO Analyst"
+      allocation: "80%"
+    - role: "Content Strategist"
+      allocation: "40%"
+```
+
+### Sub-Agent 3: Pricing Agent
+
+**Purpose**: Calculate pricing using module rates, apply discount policies, and produce a pricing breakdown.
+
+**Inputs**:
+- Scope Agent output (modules, package fit)
+- Resource Agent output (hours, timeline)
+- Pricing reference (`shared/pricing-reference.md`)
+- Feedback log adjustments
+
+**Process**:
+1. Look up base price range for each module
+2. Position within range based on complexity tier:
+   - Standard: 30th percentile of range
+   - Complex: 60th percentile
+   - Enterprise: 90th percentile
+3. Check discount eligibility (see Discount Policies below)
+4. Apply highest applicable discount (discounts do NOT stack, except 재계약)
+5. Calculate subtotal, discount amount, and total (VAT 별도)
+6. Compare against feedback log for similar scope patterns
+
+**Module Pricing Table** (VAT 별도):
+
+| Module | Duration | Price Range |
+|--------|----------|-------------|
+| **A1** 비즈니스·브랜드 진단 | 2--3주 | 300--500만원 |
+| **A2** 고객·소비자 분석 | 3--4주 | 400--700만원 |
+| **A3** 데이터 분석 (웹·앱) | 3--5주 | 400--800만원 |
+| **A4** 디지털 마케팅 진단 | 2--4주 | 300--600만원 |
+| **A5** 퍼포먼스 마케팅 진단 | 2--3주 | 300--500만원 |
+| **A6** 운영·관리 진단 | 2--3주 | 200--400만원 |
+| **T1** 브랜드 스토리텔링 & 가이드 | 4--8주 | 500--1,200만원 |
+| **T2** 고객 접점 경험 최적화 | 4--6주 | 400--800만원 |
+| **T3** 디지털 자산 통합관리 | 4--8주 | 600--1,500만원 |
+| **T4** 콘텐츠 마케팅 | 4--8주 | 400--1,000만원 |
+| **T5** 광고·전환 최적화 | 3--6주 | 400--800만원 |
+| **T6** Brand Visibility Treatment | 4--12주 | 500--1,500만원 |
+| **T7** 운영 시스템·자동화 | 4--8주 | 400--1,000만원 |
+| **G1** 퍼포먼스 마케팅 | 월간 | 200--500만원/월 |
+| **G2** 콘텐츠 마케팅 대행 | 월간 | 300--600만원/월 |
+| **G3** 모니터링·이슈관리 | 월간 | 200--400만원/월 |
+| **G4** 연간 계약·운영 | 12개월 | 별도 협의 |
+
+**Discount Policies**:
+
+| Condition | Discount | Stackable |
+|-----------|----------|-----------|
+| 3개 모듈 이상 동시 계약 | 15% | No (base) |
+| Analysis -> Treatment 연계 | 20% | No (base) |
+| Full cycle (Analysis -> Treatment -> Growth) | 25% | No (base) |
+| G4 연간 계약 | 월 단가 20% 할인 | No (base) |
+| 재계약 (기존 고객) | 10% 추가 할인 | Yes (stacks on top of base) |
+
+> **Rule**: Apply the single highest base discount. If the client is a 재계약 customer, add 10% on top. Discounts never exceed 35% total.
+
+**Pre-built Packages** (pre-discounted):
+
+| Package | Modules | Price Range | Discount |
+|---------|---------|-------------|----------|
+| **Starter** | A3 + A4 + A5 | 800--1,500만원 | 15% |
+| **Standard** | Starter + T3/T5/T6 택1 | 1,500--2,800만원 | 20% |
+| **Premium** | Starter + 2 Treatment + 1 Growth (3개월) | 3,000--5,000만원 | 25% |
+| **SEO Intensive** | A3 + T6 + G2 (3개월) | 2,000--3,500만원 | 20% |
+
+**Output** (structured):
+```yaml
+pricing:
+  line_items:
+    - module: "A3"
+      name: "데이터 분석 (웹·앱)"
+      base_price: 5600000   # 560만원 (complex, 60th percentile)
+      quantity: 1
+    - module: "T6"
+      name: "Brand Visibility Treatment"
+      base_price: 9000000   # 900만원 (complex)
+      quantity: 1
+  subtotal: 14600000
+  discount:
+    type: "Analysis -> Treatment 연계"
+    rate: 0.20
+    amount: 2920000
+  total_before_vat: 11680000
+  vat_note: "VAT 별도"
+  package_applied: null  # or package name
+```
+
+### Sub-Agent 4: Output Generator
+
+**Purpose**: Produce a branded Excel .xlsx file ready for Andrew's review.
+
+**Inputs**:
+- All outputs from Sub-Agents 1--3
+- Brand assets from `dintel-shared/src/dintel/brand.py`
+- Excel utilities from `dintel-shared/src/dintel/excel.py`
+
+**Process**:
+1. Create workbook with branded styling (D.intelligence colors, fonts, logo)
+2. Generate all sheets (see Output Format below)
+3. Save as `.xlsx` to the designated output directory
+4. Notify Andrew that the draft is ready for review
+
+**Excel Output Format**:
+
+The generated `.xlsx` file contains the following sheets:
+
+#### Sheet 1: 표지 (Cover)
+- D.intelligence logo and brand header
+- 견적서 (Quotation) title
+- Client name and date
+- Quotation reference number: `DI-Q-{YYYYMMDD}-{NNN}`
+- Validity period: 견적 유효기간 30일
+
+#### Sheet 2: 서비스 범위 (Scope)
+- Table of selected modules with:
+  - Module code and name
+  - Description / rationale
+  - Complexity tier
+  - Dependencies noted
+
+#### Sheet 3: 일정 (Timeline)
+- Gantt-style timeline with:
+  - Phase breakdown (Analysis / Treatment / Growth)
+  - Module start/end weeks
+  - Milestones and deliverables
+
+#### Sheet 4: 견적 내역 (Pricing)
+- Detailed pricing table:
+  - Module code | Module name | Base price | Quantity | Subtotal
+  - Discount row (type, rate, amount)
+  - Total before VAT
+  - VAT note
+  - Grand total placeholder (for Andrew to finalize)
+- **IMPORTANT**: All price cells must be clearly marked as DRAFT
+
+#### Sheet 5: 계약 조건 (Terms)
+- Payment terms: 착수금 50% / 완료 후 50% (standard)
+- Validity: 견적 유효기간 30일
+- Scope change policy
+- Cancellation terms
+- D.intelligence contact information
+
+---
+
+## Workflow: Draft & Wait
+
+```
+[1] Client brief received
+        |
+[2] Scope Agent analyzes requirements
+        |
+[3] Resource Agent estimates effort & timeline
+        |
+[4] Pricing Agent calculates costs & discounts
+        |
+[5] Output Generator creates branded .xlsx
+        |
+[6] *** STOP -- Draft Ready ***
+        |
+    Andrew reviews in Google Sheets
+    Andrew leaves cell comments (adjustments, notes)
+        |
+[7] Agent reads feedback -> updates feedback-log.md
+        |
+[8] If revisions needed -> loop back to relevant sub-agent
+        |
+[9] Andrew approves -> quote finalized
+```
+
+### Draft Markers
+
+All generated quotations include these markers until Andrew approves:
+- File name suffix: `_DRAFT`
+- Watermark text in header: "DRAFT -- 검토 대기"
+- All price cells highlighted in yellow
+- Comment on total cell: "Andrew 검토 필요"
+
+---
+
+## Feedback Learning Loop
+
+### How It Works
+
+1. Andrew opens the `.xlsx` in Google Sheets
+2. Andrew leaves cell comments with feedback:
+   - Price adjustment: "A3는 이 고객에게 520만원이 적절" (price override)
+   - Scope change: "T4 추가 필요" (add module) or "A6 제외" (remove module)
+   - Timeline note: "T6는 8주 필요" (timeline adjustment)
+   - General note: "이 업종은 보통 Standard 패키지 적용" (pattern note)
+3. Agent reads comments and logs to `shared/feedback-log.md`:
+   - Date, client industry, original vs adjusted values, reason
+4. Over time, the feedback log builds a pattern database:
+   - Industry-specific pricing tendencies
+   - Common module combinations
+   - Andrew's preferred discount thresholds
+
+### Feedback Log Format
+
+See `shared/feedback-log.md` for the structured format. Each entry records:
+- Date and quotation reference
+- Client industry
+- Adjustment type (price / scope / timeline / discount)
+- Original value and adjusted value
+- Andrew's reasoning (from comment text)
+
+---
+
+## Invocation
+
+### Generate a New Quotation
+
+Provide the client brief and the agent will run all 4 sub-agents:
+
+```
+Generate a quotation for [Client Name].
+
+Requirements:
+- [Requirement 1]
+- [Requirement 2]
+- [Requirement 3]
+
+Industry: [업종]
+Company size: [중소/중견/대기업]
+Existing client: [Yes/No]
+```
+
+### Review Feedback
+
+After Andrew has reviewed in Google Sheets:
+
+```
+Review feedback for quotation DI-Q-20260308-001.
+Update feedback-log.md with Andrew's comments.
+```
+
+### Revise a Quotation
+
+```
+Revise quotation DI-Q-20260308-001 based on Andrew's feedback.
+```
+
+---
+
+## Key References
+
+| Resource | Path |
+|----------|------|
+| Brand constants | `../../dintel-shared/src/dintel/brand.py` |
+| Excel utilities | `../../dintel-shared/src/dintel/excel.py` |
+| Pricing reference | `../shared/pricing-reference.md` |
+| Feedback log | `../shared/feedback-log.md` |
+| Service Map | `/Users/ourdigital/Documents/D.intelligence Service Package/00_SERVICE-MAP.md` |
+| Pricing Packages | `/Users/ourdigital/Documents/D.intelligence Service Package/06_PRICING-PACKAGES.md` |
+| Brand Guide | `/Users/ourdigital/Documents/D.intelligence Service Package/08_BRAND-GUIDE-v1.1.md` |
+| Generate script | `../code/scripts/generate_quotation.py` |