Rebuild estimate engine to effort-based SOW model

Replace flat per-service ranges with OurDigital's real quoting model
(role_rate × billing_rate 0.70 × standard hours), sourced from the
06_Working Template quotes:
- rate_card.yaml: role rate card, billing/basis/terms, tools, scaling bands
- sow_templates.yaml: basic + treatment task-hour templates
- estimate.py: assemble SOW from findings, scale Technical/On-page hours by
  properties_total, 제안가 = 합계 floored to 500k
- build_deck.py: estimate slide shows module 소계 + 제안가 (point)
- findings_to_service.md / SKILL.md / DESIGN.md: synced to new model

Validated: reproduces real Basic ₩10.5M and Treatment ₩25.0M exactly;
SHR (25 properties) scales to ₩71.5M, L'Escape (1) = ₩25.0M.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-28 00:51:52 +09:00
parent 01201ee4a2
commit 5f66f57a8e
7 changed files with 343 additions and 269 deletions

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@@ -70,6 +70,12 @@ Each stage appends to the shared **`findings.json`** data contract (§5), the in
## 5. Estimate logic ## 5. Estimate logic
> **Superseded (2026-05-28):** the flat per-service ranges below were replaced by an
> **effort-based** engine (role-hours × billing_rate 0.70) loaded from OurDigital's real
> quotation templates. See `references/rate_card.yaml`, `references/sow_templates.yaml`,
> and `references/findings_to_service.md`. Validated to reproduce the real Basic (₩10.5M)
> and Treatment (₩25.0M) quotes exactly. The notes below are kept as historical context.
### 5.1 `rate_card.yaml` (from `ourdigital-backoffice`) ### 5.1 `rate_card.yaml` (from `ourdigital-backoffice`)
```yaml ```yaml
quote_prefix: OD # OD-YYYY-NNN quote_prefix: OD # OD-YYYY-NNN

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@@ -55,9 +55,10 @@ headless Chrome, python-pptx. Create `data/` subfolder. Initialize `findings.jso
→ write `03_presales-opportunity-brief.md`. → write `03_presales-opportunity-brief.md`.
## Stage 5 — Estimate (견적) — REVIEW GATE ## Stage 5 — Estimate (견적) — REVIEW GATE
- `python scripts/estimate.py --findings <out>/data/findings.json --rate-card references/rate_card.yaml --out-dir <out> --seq <N>` - `python scripts/estimate.py --findings <out>/data/findings.json --rate-card references/rate_card.yaml --sow references/sow_templates.yaml --out-dir <out> --seq <N> [--baseline basic|treatment] [--billing 0.70]`
- Produces `05_estimate_ko.md`, `05_estimate.xlsx`, `data/estimate.json`. Present the ranged 견적; get sign-off. - **Effort-based** (OurDigital real model): cost = role_rate × 청구율 70% × 표준 업무시간, by module; 제안가 = 합계 절사. findings auto-select baseline (basic/treatment) and scale Technical/On-page hours by `properties_total`.
- Rules in `references/findings_to_service.md`; rates in `references/rate_card.yaml` (edit both together). - Produces `05_estimate_ko.md`, `05_estimate.xlsx`, `data/estimate.json`. Present the 견적; get sign-off.
- Logic in `references/findings_to_service.md`; rates/hours in `rate_card.yaml` + `sow_templates.yaml` (edit together). Reproduces real Basic ₩10.5M / Treatment ₩25.0M quotes.
## Stage 6 — Deliverables — REVIEW GATE before send ## Stage 6 — Deliverables — REVIEW GATE before send
- **Client PDF**: author the short brief HTML from `templates/client_brief.html` (fill the content; keep the CSS), - **Client PDF**: author the short brief HTML from `templates/client_brief.html` (fill the content; keep the CSS),

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@@ -1,26 +1,40 @@
# Findings → service rubric # Findings → estimate mapping (effort-based)
How `estimate.py` maps detected findings (from `findings.json`) to `rate_card.yaml` `estimate.py` builds the 견적 from `sow_templates.yaml` priced via `rate_card.yaml`:
service lines. The script reads the structured signals below; this file is the **cost = role_rate × billing_rate (0.70) × standard_hours**, grouped by module;
human-readable source of truth for the rules. 제안가 = 합계 floored to `rounding_unit`. This mirrors OurDigital/D.intelligence's
real SOW-based quoting.
| Trigger (signal in findings.json) | Service line(s) | Scope driver | ## Baseline selection (basic vs treatment)
|---|---|---| - `treatment` if any finding `severity == critical` **OR** `entity.properties_total > 3`
| `discovery.sitemap_status != 200` OR `discovery.robots_sitemap_declared == false` OR `discovery.discoverable_urls` low vs `estimated_pages` | `technical_audit` + `technical_remediation` | site size / # templates | - else `basic`
| `technical.cwv.perf < 0.5` OR `cls > 0.1` OR `lcp_ms > 2500` OR `ttfb_ms > 600` | `technical_audit` (if not already) + `technical_remediation` | # templates | - override with `--baseline`.
| `technical.schema.org == "bare"/"none"` OR `entity.panel != "hotel"` OR `entity.name_split` OR `entity.legacy_contamination` OR `entity.subbrands_with_entity == 0` | `schema_build` (one-time) + `onpage_entity` (retainer) | # sub-brands + # properties |
| `entity.properties_with_entity == 0` OR `url_hygiene` contains GBP/local mismatch | `local_seo` | # properties |
| `findings[].class` includes measurement gap / no GSC-GA4 | `ga4_impl` and/or `dashboard` (+ `gtm_setup` if tag gaps) | — |
| `technical.meta_dupe` OR `technical.title_i18n_mismatch` OR `technical.hreflang == "incomplete"` | `onpage_entity` | # templates |
**Severity → priority** (for the brief/deck ordering, not pricing): ## Module inclusion
- `critical`: crawl/index blocking, CWV failing, entity mistyped Each baseline carries the standard module set (P&M · Technical SEO · On-page SEO ·
- `high`: entity/sub-brand gaps, duplicate URLs, meta dupes SEO Growth), matching real quotes. Findings justify modules via the `trigger` field
- `medium`: hreflang, H1, hygiene in `sow_templates.yaml`:
**Quantity rules** | Module | trigger finding classes |
- `monthly` line items use `rate_card.defaults.retainer_months` (default 6). |---|---|
- `local_seo` scope note scales with property count (`entity` / discovery counts). | Planning & Management | always |
- One-time items counted once even if triggered by multiple findings. | Technical SEO | crawlability, cwv, schema_entity |
| On-page SEO | onpage, schema_entity |
| SEO Growth | measurement, always |
Edit this file and `rate_card.yaml` together when rates or rules change. ## Hours scaling (portfolio)
Tasks marked `scale: true` (Technical SEO + On-page SEO) have their **hours**
multiplied sub-linearly by `entity.properties_total` per `rate_card.scaling.bands`.
P&M and SEO Growth stay fixed (management/KPI overhead is ~flat). A single-property
prospect → ×1.0, which reproduces the real single-site quotes exactly.
## Tools & terms
`tools` (e.g. SEMrush Guru) are listed separately — client-subscribed, with +15%
procurement markup if billed through us. VAT 별도 · 유효기간 14d · 현금 · 절사 from
`rate_card.terms`.
## Validated reproduction (2026-05-28)
- `treatment` ×1.0 → 합계 25,340,000 → 제안가 **25,000,000** (real Treatment quote)
- `basic` ×1.0 → 합계 10,612,000 → 제안가 **10,500,000** (real Basic quote)
Edit `rate_card.yaml` and `sow_templates.yaml` together when rates or standard hours change.

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@@ -1,63 +1,57 @@
# OurDigital service rate card — single source for estimate.py # OurDigital / D.intelligence — rate card (effort-based)
# Mirrors the ourdigital-backoffice quote ranges. Values are KRW, treated as # Source of truth: 06_Working Template 견적서 (Google Drive), 2026-05.
# pre-sales estimate RANGES (finalize after a precise diagnostic with access). # Model: 비용 = 시간단가(role) × 청구율(billing_rate) × 표준 업무시간(hours).
quote_prefix: OD # quote number format: OD-YYYY-NNN # Estimates are assembled bottom-up from sow_templates.yaml. Keep PRIVATE.
company:
legal_name: "(주)디인텔리전스 (D.intelligence Lab)"
brand: "OurDigital"
ceo: "임명재"
contact: "info@ourdigital.org"
address: "경기도 성남시 수정구 창업로 43 판교글로벌비즈센터 업무동 1층 128호"
quote_prefix: OD # OD-YYYY-NNN
currency: KRW currency: KRW
services: billing_rate: 0.70 # 청구율 표준 70%
technical_audit: billing_rate_floor: 0.60 # 협상 시 -10%p 까지(>10%p 조정은 CEO/CFO 승인)
label_ko: "Technical Audit / 기술 SEO 진단" basis:
unit: one_time # one_time | monthly | project hours_per_day: 8 # 일 8시간
min: 3000000 weeks_per_month: 4 # 월 4주
max: 5000000 procurement_markup: 0.15 # 조달-관리 수수료 15% (외부 조달 물품/서비스)
technical_remediation: rounding_unit: 500000 # 제안가 = 합계 절사. 50만원 단위가 실제 견적(25,340,000→25,000,000;
label_ko: "기술 개선 실행 (sitemap/CWV/SSR)" # 10,612,000→10,500,000)을 재현. 필요시 100000/1000000 으로 조정.
unit: project
min: 3000000
max: 8000000
onpage_entity:
label_ko: "On-Page / Entity Optimization (월 운영)"
unit: monthly
min: 1500000
max: 3000000
schema_build:
label_ko: "구조화 데이터(Schema) 구축 (1회)"
unit: one_time
min: 2000000
max: 4000000
local_seo:
label_ko: "Local SEO (프로퍼티 로컬 최적화)"
unit: monthly
min: 1000000
max: 2000000
gtm_setup:
label_ko: "GTM Setup / 태그 관리 구축"
unit: project
min: 2000000
max: 4000000
ga4_impl:
label_ko: "GA4 Implementation / 분석 환경 구축"
unit: project
min: 1500000
max: 3000000
dashboard:
label_ko: "Dashboard Development / 대시보드 개발"
unit: project
min: 3000000
max: 6000000
defaults: terms:
retainer_months: 6 # default contract length for monthly line items vat: "부가세 별도"
disclaimer_ko: "본 견적은 공개 데이터 기반 사전 추정 범위이며, Search Console/Analytics 권한 확보 후 정밀 진단을 통해 확정됩니다." validity_days: 14 # 견적 유효기간(약 2주)
payment: "현금"
# Scope scaling — monthly line items scale (sub-linearly) by portfolio size. # 시간 단가 (KRW/hr) — 직급 기준. sow_templates.yaml의 task.role 이 이 키를 참조.
# driver: a count under findings.entity (properties_total | subbrands_total). role_rates:
# bands: ordered [max_count, multiplier]; first band whose max_count >= count wins. ceo: 180000 # 대표
# A 25-property chain costs more to run than a single hotel, but not 25x. evp: 150000 # 전무
svp: 120000 # 상무
technical_advisor: 120000 # 기술고문
director: 100000 # 이사 / 본부장
senior_manager: 90000 # 부장 (Senior SEO·PM·Senior Analyst·Account Director(국장))
deputy_manager: 80000 # 차장
manager: 70000 # 과장 (SEO·Data Analyst·Data Engineer·Engineer|Developer)
assistant_manager: 60000 # 대리
junior: 50000 # 주임
associate: 30000 # 사원
intern: 12000 # 인턴
# 포트폴리오 규모에 따른 '시간' 스케일(서브선형). scale:true 인 task 에만 적용.
# driver: findings.entity 의 카운트. bands: [최대값, 배수]; count <= 최대값 인 첫 밴드.
scaling: scaling:
local_seo:
driver: properties_total driver: properties_total
bands: [[1, 1.0], [5, 1.6], [15, 2.8], [30, 4.5], [999999, 6.5]] bands: [[1, 1.0], [5, 1.6], [15, 2.8], [30, 4.5], [999999, 6.5]]
onpage_entity:
driver: subbrands_total # 별도 조달 항목(인력비와 분리). 청구 시 procurement_markup 적용 가능.
bands: [[1, 1.0], [3, 1.6], [6, 2.2], [999999, 3.2]] tools:
semrush_guru:
label: "Advanced SEO Tools — SEMrush Guru"
unit: "월간 구독"
price_usd: 249.95
note: "고객사 별도 구독(TBD), 사용자별 과금"

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@@ -0,0 +1,65 @@
# SOW task templates — standard 업무 시간(hours) by module.
# Seeded from the two real OurDigital quotes so estimate.py reproduces them at
# billing_rate 0.70:
# basic -> 제안가 ₩10,500,000 (SEO Basic & Coaching, 3개월 프로젝트)
# treatment -> 제안가 ₩25,000,000 (SEO Audit & Treatment, 월 정기)
# task.role references rate_card.role_rates. scale:true → hours scaled by portfolio.
# trigger: finding classes that justify the module (for annotation + selection).
baselines:
basic:
service: "SEO Audit & Basic Treatment"
modules:
- name: "Planning & Management"
trigger: [always]
tasks:
- {task: "업무 관리", desc: "프로젝트 설계·과업 정의·일정/산출물 관리·리포팅", role: senior_manager, hours: 20, scale: false}
- {task: "웹 사이트 분석", desc: "사용자 유입·채널 내 행동·전환 flow 분석", role: senior_manager, hours: 12, scale: false}
- name: "Technical SEO"
trigger: [crawlability, cwv, schema_entity]
tasks:
- {task: "Crawling & Indexing 설정", desc: "검색사이트 등록/수집 관리, Site Health Check 도구 설정", role: technical_advisor, hours: 16, scale: true}
- {task: "속도·UX·수집 설정", desc: "로딩속도·페이지 UX·링크·수집 제외 설정", role: manager, hours: 16, scale: true}
- {task: "사이트/URL 구조·메타", desc: "구조·URL·메타데이터·사이트맵·리다이렉션", role: senior_manager, hours: 12, scale: true}
- {task: "색인·CWV 진단", desc: "GSC·SEO Tools 활용 색인/크롤오류/Core Web Vitals 진단", role: senior_manager, hours: 16, scale: true}
- name: "On-page SEO"
trigger: [onpage, schema_entity]
tasks:
- {task: "키워드·템플릿·메타 진단", desc: "중점 키워드·페이지 템플릿·메타·개체 활용 진단", role: manager, hours: 24, scale: true}
- {task: "링크·콘텐츠 도구 진단", desc: "내외부 링크·공유 메타·콘텐츠 생성-관리 도구", role: manager, hours: 12, scale: true}
- {task: "on-page 관리 가이드", desc: "타이틀·메타·헤더태그·링크·이미지 메타 가이드", role: manager, hours: 36, scale: true}
- name: "SEO Growth"
trigger: [measurement, always]
tasks:
- {task: "성과 지표 관리", desc: "SEO 관리지표·중점 키워드·포지셔닝 트래킹·3rd party 데이터 설정", role: manager, hours: 24, scale: false}
treatment:
service: "SEO Audit & Treatment"
modules:
- name: "Planning & Management"
trigger: [always]
tasks:
- {task: "업무 관리", desc: "프로젝트 설계·과업 정의·일정/산출물 관리·리포팅", role: senior_manager, hours: 36, scale: false}
- {task: "웹 사이트 분석", desc: "사용자 유입·채널 내 행동·전환 flow 분석", role: senior_manager, hours: 60, scale: false}
- {task: "측정 계획 수립", desc: "채널 운영 목적·사용자 세그먼트·기대행동 가설 도출", role: senior_manager, hours: 20, scale: false}
- name: "Technical SEO"
trigger: [crawlability, cwv, schema_entity]
tasks:
- {task: "Crawling & Indexing 설정", desc: "검색사이트 등록/수집 관리, Site Health Check 도구 설정", role: manager, hours: 24, scale: true}
- {task: "속도·UX·리다이렉트", desc: "로딩속도·페이지 UX·링크·리다이렉트·수집 제외 설정", role: technical_advisor, hours: 30, scale: true}
- {task: "사이트/URL 구조·보안", desc: "구조·URL·메타데이터·사이트맵·보안 관리 진단", role: senior_manager, hours: 24, scale: true}
- {task: "모바일·CWV·개선과제", desc: "모바일 최적화·Core Web Vitals 진단·개선 과제 도출", role: manager, hours: 20, scale: true}
- name: "On-page SEO"
trigger: [onpage, schema_entity]
tasks:
- {task: "키워드·템플릿·메타 진단", desc: "중점 키워드·페이지 템플릿·메타·개체 활용 진단", role: manager, hours: 48, scale: true}
- {task: "링크·콘텐츠 도구 진단", desc: "내외부 링크·공유 메타·콘텐츠 생성-관리 도구", role: manager, hours: 36, scale: true}
- {task: "on-page 관리 가이드", desc: "타이틀·메타·헤더태그·링크·이미지 메타 가이드", role: manager, hours: 60, scale: true}
- name: "SEO Growth"
trigger: [measurement, always]
tasks:
- {task: "핵심 성과 지표 설정", desc: "중점과제·목표·SEO 핵심성과지표·모니터링 지표 설정", role: senior_manager, hours: 20, scale: false}
- {task: "지표 정의·리포팅 설계", desc: "데이터 소스·지표 산식·리포팅/진단 주기 설정", role: manager, hours: 16, scale: false}
- {task: "성과 대시보드 지표", desc: "관리 지표·중점 키워드·포지셔닝 트래킹·3rd party 데이터", role: manager, hours: 20, scale: false}
- {task: "GSC 대시보드·파이프라인", desc: "GSC 대시보드 구성·연관 데이터 파이프라인 구축", role: manager, hours: 36, scale: false}

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@@ -250,17 +250,16 @@ def main():
[(body, 12, RGBColor(0x33, 0x3A, 0x45), False)], [(body, 12, RGBColor(0x33, 0x3A, 0x45), False)],
]) ])
# 8) Estimate # 8) Estimate (effort-based: module subtotals + 제안가)
s = blank(prs) s = blank(prs)
header(s, "ESTIMATE", "예상 견적 (사전 추정 범위)") header(s, "ESTIMATE", "예상 견적 (사전 추정)")
if EST: mods = (EST or {}).get("modules") if EST else None
items = EST.get("line_items", []) if mods:
rows = min(len(items) + 1, 9) rows = len(mods) + 2 # header + modules + proposal
tbl = s.shapes.add_table(rows, 3, Inches(0.85), Inches(2.0), Inches(11.6), Inches(0.45 * rows)).table tbl = s.shapes.add_table(rows, 2, Inches(0.85), Inches(2.0), Inches(11.6), Inches(0.5 * rows)).table
tbl.columns[0].width = Inches(6.0) tbl.columns[0].width = Inches(8.4)
tbl.columns[1].width = Inches(2.0) tbl.columns[1].width = Inches(3.2)
tbl.columns[2].width = Inches(3.6) for j, htxt in enumerate([f"{EST.get('service', 'SEO')} — 구분", "소계"]):
for j, htxt in enumerate(["항목", "단위", "금액(범위)"]):
c = tbl.cell(0, j) c = tbl.cell(0, j)
c.text = htxt c.text = htxt
c.fill.solid() c.fill.solid()
@@ -268,20 +267,29 @@ def main():
for para in c.text_frame.paragraphs: for para in c.text_frame.paragraphs:
for r in para.runs: for r in para.runs:
_style(r, 12, WHITE, True) _style(r, 12, WHITE, True)
unit_ko = {"one_time": "1회", "project": "프로젝트", "monthly": ""} for i, m in enumerate(mods, 1):
for i, it in enumerate(items[:rows - 1], 1): for j, v in enumerate([m["name"], f"{int(round(m['subtotal'])):,}"]):
amt = f"{it['amount_min']:,}~{it['amount_max']:,}"
for j, v in enumerate([it["label"], unit_ko.get(it["unit"], it["unit"]), amt]):
c = tbl.cell(i, j) c = tbl.cell(i, j)
c.text = v c.text = v
for para in c.text_frame.paragraphs: for para in c.text_frame.paragraphs:
for r in para.runs: for r in para.runs:
_style(r, 11, NAVY, False) _style(r, 11, NAVY, False)
tot = EST.get("totals", {}) pr = len(mods) + 1
textbox(s, 0.85, 2.0 + 0.45 * rows + 0.2, 11.6, 1.2, [ for j, v in enumerate(["제안가 (절사 적용 · 부가세 별도)", f"{EST.get('proposal', 0):,}"]):
[("총계(범위): ", 14, NAVY, True), c = tbl.cell(pr, j)
(f"{tot.get('grand_min', 0):,} ~ {tot.get('grand_max', 0):,}", 14, RED, True)], c.text = v
[(EST.get("disclaimer", ""), 10, GREY, False)], c.fill.solid()
c.fill.fore_color.rgb = LIGHT
for para in c.text_frame.paragraphs:
for r in para.runs:
_style(r, 13 if j else 12, RED if j else NAVY, True)
sc = EST.get("scope", {})
note = f"청구율 {int(EST.get('billing_rate', 0.7) * 100)}% · 일8h/월4주 · SOW 기반"
if sc.get("hours_multiplier", 1.0) != 1.0:
note += f" · 프로퍼티 {sc.get('properties_total')}×{sc['hours_multiplier']:g}"
textbox(s, 0.85, 2.2 + 0.5 * rows, 11.6, 1.3, [
[(note, 10, GREY, False)],
[(EST.get("disclaimer", ""), 9, GREY, False)],
]) ])
else: else:
textbox(s, 0.85, 2.2, 11.6, 1.0, [[("견적 데이터(estimate.json) 미연결 — estimate.py 실행 후 재생성", 13, GREY, False)]]) textbox(s, 0.85, 2.2, 11.6, 1.0, [[("견적 데이터(estimate.json) 미연결 — estimate.py 실행 후 재생성", 13, GREY, False)]])

View File

@@ -1,19 +1,26 @@
#!/usr/bin/env python3 #!/usr/bin/env python3
"""Generate a ranged 견적 (estimate) from findings.json using the OurDigital rate card. """Effort-based 견적 generator for the ourdigital-presales-seo skill (Stage 5).
Part of the ourdigital-presales-seo skill (Stage 5). Maps detected findings to Reproduces OurDigital/D.intelligence's real quoting model:
rate-card service lines (see references/findings_to_service.md) and emits: cost(task) = role_rate × billing_rate × standard_hours
- 05_estimate_ko.md (Korean line-item quote) assembled from sow_templates.yaml, grouped into modules, summed, then
제안가 = 합계 floored to rounding_unit (십만단위 절사).
findings.json selects the baseline (basic vs treatment) and scales scoped
task hours sub-linearly by portfolio size. Outputs:
- 05_estimate_ko.md (cover-sheet 견적)
- data/estimate.json (consumed by build_deck.py) - data/estimate.json (consumed by build_deck.py)
- 05_estimate.xlsx (spreadsheet quote) - 05_estimate.xlsx
Usage: Usage:
python estimate.py --findings findings.json --rate-card ../references/rate_card.yaml \ python estimate.py --findings data/findings.json \
--out-dir ./audits/2026-05-27-presales --seq 1 --rate-card ../references/rate_card.yaml --sow ../references/sow_templates.yaml \
--out-dir <engagement> --seq 1 [--baseline basic|treatment] [--billing 0.70]
""" """
import argparse import argparse
import datetime import datetime
import json import json
import math
import os import os
import yaml import yaml
@@ -22,210 +29,189 @@ from openpyxl.styles import Alignment, Font, PatternFill
def won(n): def won(n):
return f"{n:,}" return f"{int(round(n)):,}"
def select_services(f): def scope_multiplier(rate, count):
"""Return {service_key: [reasons]} based on findings signals.""" sc = rate.get("scaling", {})
chosen = {} bands = sc.get("bands", [[1, 1.0]])
d = f.get("discovery", {}) c = max(int(count or 0), 1)
t = f.get("technical", {}) for mx, m in bands:
e = f.get("entity", {}) if c <= mx:
m = f.get("measurement", {}) return float(m)
return float(bands[-1][1])
def need(key, reason):
chosen.setdefault(key, [])
if reason not in chosen[key]:
chosen[key].append(reason)
# Crawlability / indexation
if d.get("sitemap_status", 200) != 200 or d.get("robots_sitemap_declared", True) is False:
need("technical_audit", "sitemap/robots 색인 이슈")
need("technical_remediation", "sitemap 복구·크롤성 개선")
# Core Web Vitals
cwv = t.get("cwv", {})
if (cwv.get("perf", 1) < 0.5 or cwv.get("cls", 0) > 0.1
or cwv.get("lcp_ms", 0) > 2500 or cwv.get("ttfb_ms", 0) > 600):
need("technical_audit", "Core Web Vitals 취약")
need("technical_remediation", "CWV(CLS/LCP/TTFB) 개선")
# Schema / entity
if (t.get("schema", {}).get("org") in ("bare", "none") or e.get("panel") != "hotel"
or e.get("name_split") or e.get("legacy_contamination")
or (e.get("subbrands_with_entity", 0) == 0 and e.get("subbrands_total", 0) > 0)):
need("schema_build", "Organization/Hotel schema·브랜드 표기 정합")
need("onpage_entity", "엔티티·서브브랜드 최적화")
# Local
hygiene = " ".join(d.get("url_hygiene", [])).lower()
if ((e.get("properties_with_entity", 0) == 0 and e.get("properties_total", 0) > 0)
or "local" in hygiene or "gbp" in hygiene or "dup_path" in hygiene):
need("local_seo", "프로퍼티 로컬·GBP 정합")
# Measurement
if m.get("gsc_access") is False or m.get("ga4_access") is False:
need("ga4_impl", "측정 환경(GA4) 구축")
need("dashboard", "리포팅 대시보드 구축")
if m.get("tag_gaps"):
need("gtm_setup", "태그 관리(GTM) 구축")
# On-page hygiene
if t.get("meta_dupe") or t.get("title_i18n_mismatch") or t.get("hreflang") == "incomplete":
need("onpage_entity", "Meta/Title/hreflang 정리")
return chosen
DRIVER_LABEL = {"properties_total": "프로퍼티", "subbrands_total": "서브브랜드"} def pick_baseline(f, override):
if override:
return override
severities = {x.get("severity") for x in f.get("findings", [])}
props = f.get("entity", {}).get("properties_total", 0) or 0
return "treatment" if ("critical" in severities or props > 3) else "basic"
def scope_multiplier(rate, key, f): def assemble(f, rate, sow, baseline, billing):
"""Sub-linear scope multiplier for a service, driven by portfolio size. roles = rate["role_rates"]
props = f.get("entity", {}).get("properties_total", 0)
Returns (multiplier, driver, count). count is floored at 1 (unknown→base). mult = scope_multiplier(rate, props)
""" tpl = sow["baselines"][baseline]
rule = rate.get("scaling", {}).get(key) modules = []
if not rule: grand = 0.0
return 1.0, None, None for mod in tpl["modules"]:
driver = rule["driver"] tasks, sub = [], 0.0
count = max(int(f.get("entity", {}).get(driver, 0) or 0), 1) for t in mod["tasks"]:
for max_count, mult in rule["bands"]: applied = mult if (t.get("scale") and mult != 1.0) else 1.0
if count <= max_count: hours = round(t["hours"] * applied, 1)
return float(mult), driver, count rate_hr = roles[t["role"]]
return 1.0, driver, count amount = rate_hr * billing * hours
tasks.append({
"task": t["task"], "desc": t.get("desc", ""), "role": t["role"],
def build_line_items(chosen, rate, f): "role_rate": rate_hr, "hours": hours, "amount": amount,
months = rate["defaults"]["retainer_months"] "scaled": applied != 1.0,
order = {"one_time": 0, "project": 1, "monthly": 2}
items = []
for key, reasons in chosen.items():
svc = rate["services"][key]
unit = svc["unit"]
qty = months if unit == "monthly" else 1
mult, driver, count = scope_multiplier(rate, key, f)
umin = int(round(svc["min"] * mult))
umax = int(round(svc["max"] * mult))
reason = "; ".join(reasons)
scope_note = None
if mult != 1.0:
scope_note = f"{DRIVER_LABEL.get(driver, driver)} {count}개 기준 ×{mult:g}"
reason = f"{reason} [{scope_note}]"
items.append({
"key": key, "label": svc["label_ko"], "unit": unit, "qty": qty,
"unit_min": umin, "unit_max": umax,
"amount_min": umin * qty, "amount_max": umax * qty,
"reason": reason,
"scope_multiplier": mult, "scope_driver": driver,
"scope_count": count, "scope_note": scope_note,
}) })
items.sort(key=lambda x: order.get(x["unit"], 9)) sub += amount
return items, months modules.append({"name": mod["name"], "subtotal": sub, "tasks": tasks})
grand += sub
return modules, grand, mult, props, tpl["service"]
def totals(items): ROLE_KO = {
one = [i for i in items if i["unit"] != "monthly"] "ceo": "대표", "evp": "전무", "svp": "상무", "technical_advisor": "기술고문",
mon = [i for i in items if i["unit"] == "monthly"] "director": "이사", "senior_manager": "부장", "deputy_manager": "차장",
return { "manager": "과장", "assistant_manager": "대리", "junior": "주임",
"one_time_min": sum(i["amount_min"] for i in one), "associate": "사원", "intern": "인턴",
"one_time_max": sum(i["amount_max"] for i in one), }
"monthly_min": sum(i["amount_min"] for i in mon),
"monthly_max": sum(i["amount_max"] for i in mon),
"grand_min": sum(i["amount_min"] for i in items),
"grand_max": sum(i["amount_max"] for i in items),
}
UNIT_KO = {"one_time": "1회", "project": "프로젝트", "monthly": ""} def write_md(path, q):
L = [f"# 견적서 — {q['prospect']}",
"", f"- **제공 서비스**: {q['service']}",
def write_md(path, quote_no, date, prospect, items, tot, months, disclaimer): f"- **견적번호**: {q['quote_no']} · **작성일**: {q['date']} · **유효기간**: ~{q['valid_until']}",
L = [f"# 견적서 (Pre-sales 추정) — {prospect}", f"- **공급자**: {q['company']['legal_name']} (대표 {q['company']['ceo']}, {q['company']['contact']})",
"", f"- **견적번호**: {quote_no}", f"- **작성일**: {date}", f"- **산정 기준**: SOW 기반 · 청구율 {int(q['billing_rate']*100)}% · 일 8시간/월 4주 · {q['terms']['vat']} · 지급 {q['terms']['payment']}",
f"- **대상**: {prospect}", f"- **공급자**: OurDigital (andrew.yim@ourdigital.org)", ""]
"", "## 견적 내역", "", if q["scope"]["hours_multiplier"] != 1.0:
"| 항목 | 근거 | 단위 | 수량 | 단가(범위) | 금액(범위) |", L.append(f"> 포트폴리오 규모 반영: 프로퍼티 {q['scope']['properties_total']}개 기준 Technical/On-page 업무시간 ×{q['scope']['hours_multiplier']:g} (서브선형)")
"|---|---|---|---:|---|---|"] L.append("")
for i in items: L += ["## 견적 내역", "",
L.append(f"| {i['label']} | {i['reason']} | {UNIT_KO.get(i['unit'], i['unit'])} | {i['qty']} | " "| 구분 | 세부 업무 | 담당 | 시간(h) | 합계 |",
f"{won(i['unit_min'])}~{won(i['unit_max'])} | {won(i['amount_min'])}~{won(i['amount_max'])} |") "|---|---|:--:|--:|--:|"]
L += ["", "## 합계 (범위)", "", for m in q["modules"]:
f"- 일회성/프로젝트: **{won(tot['one_time_min'])} ~ {won(tot['one_time_max'])}**", for i, t in enumerate(m["tasks"]):
f"- 월 운영({months}개월 기준): **{won(tot['monthly_min'])} ~ {won(tot['monthly_max'])}**", grp = m["name"] if i == 0 else ""
f"- 총계: **{won(tot['grand_min'])} ~ {won(tot['grand_max'])}**", mark = " *" if t["scaled"] else ""
"", f"> {disclaimer}"] L.append(f"| {grp} | {t['task']}{mark} | {ROLE_KO.get(t['role'], t['role'])} | {t['hours']:g} | {won(t['amount'])} |")
L.append(f"| | **{m['name']} 소계** | | | **{won(m['subtotal'])}** |")
L += ["", "## 합계", "",
f"- 합계: **{won(q['subtotal_sum'])}**",
f"- **제안가(절사 적용): {won(q['proposal'])}** ({q['terms']['vat']})", ""]
if q.get("tools"):
L += ["## 별도 비용 (조달 — 인력비와 별도)", ""]
for t in q["tools"]:
L.append(f"- {t['label']}: {t['unit']} ${t['price_usd']}{t['note']}")
L.append("")
L += ["---", f"> {q['disclaimer']}"]
if any(t["scaled"] for m in q["modules"] for t in m["tasks"]):
L.append("> \\* 포트폴리오 규모에 따라 업무시간이 스케일된 항목.")
with open(path, "w", encoding="utf-8") as fh: with open(path, "w", encoding="utf-8") as fh:
fh.write("\n".join(L) + "\n") fh.write("\n".join(L) + "\n")
def write_xlsx(path, quote_no, date, prospect, items, tot, months, disclaimer): def write_xlsx(path, q):
wb = Workbook() wb = Workbook()
ws = wb.active ws = wb.active
ws.title = "견적" ws.title = "견적"
hdr = PatternFill("solid", fgColor="11243D") ws.append([f"견적서 — {q['prospect']} ({q['service']})"])
hf = Font(color="FFFFFF", bold=True) ws.append([f"견적번호 {q['quote_no']}", f"작성일 {q['date']}", f"유효 ~{q['valid_until']}",
ws.append([f"견적서 (Pre-sales 추정) — {prospect}"]) f"청구율 {int(q['billing_rate']*100)}%", q["terms"]["vat"]])
ws.append([f"견적번호 {quote_no}", f"작성일 {date}", "공급자 OurDigital"])
ws.append([]) ws.append([])
cols = ["항목", "근거", "단위", "수량", "단가 min", "단가 max", "금액 min", "금액 max"] cols = ["구분", "세부 업무", "담당", "시간(h)", "합계(원)"]
ws.append(cols) ws.append(cols)
hdr_row = ws.max_row
for c in range(1, len(cols) + 1): for c in range(1, len(cols) + 1):
cell = ws.cell(row=ws.max_row, column=c) cell = ws.cell(row=hdr_row, column=c)
cell.fill = hdr cell.fill = PatternFill("solid", fgColor="11243D")
cell.font = hf cell.font = Font(color="FFFFFF", bold=True)
for i in items: for m in q["modules"]:
ws.append([i["label"], i["reason"], UNIT_KO.get(i["unit"], i["unit"]), i["qty"], for i, t in enumerate(m["tasks"]):
i["unit_min"], i["unit_max"], i["amount_min"], i["amount_max"]]) ws.append([m["name"] if i == 0 else "", t["task"], ROLE_KO.get(t["role"], t["role"]),
t["hours"], int(round(t["amount"]))])
ws.append(["", f"{m['name']} 소계", "", "", int(round(m["subtotal"]))])
ws.cell(row=ws.max_row, column=2).font = Font(bold=True)
ws.cell(row=ws.max_row, column=5).font = Font(bold=True)
ws.append([]) ws.append([])
ws.append(["일회성/프로젝트 합계", "", "", "", "", "", tot["one_time_min"], tot["one_time_max"]]) ws.append(["", "합계", "", "", int(round(q["subtotal_sum"]))])
ws.append([f"월 운영 합계 ({months}개월)", "", "", "", "", "", tot["monthly_min"], tot["monthly_max"]]) ws.append(["", "제안가(절사 적용)", "", "", int(q["proposal"])])
ws.append(["총계", "", "", "", "", "", tot["grand_min"], tot["grand_max"]]) ws.cell(row=ws.max_row, column=2).font = Font(bold=True)
ws.cell(row=ws.max_row, column=1).font = Font(bold=True) ws.cell(row=ws.max_row, column=5).font = Font(bold=True, color="C0392B")
ws.append([]) ws.append([])
ws.append([disclaimer]) ws.append([q["disclaimer"]])
widths = [34, 30, 8, 6, 12, 12, 14, 14] for idx, w in enumerate([22, 40, 8, 8, 16], 1):
for idx, w in enumerate(widths, 1):
ws.column_dimensions[chr(64 + idx)].width = w ws.column_dimensions[chr(64 + idx)].width = w
wb.save(path) wb.save(path)
def main(): def main():
ap = argparse.ArgumentParser(description="Generate ranged 견적 from findings.json") ap = argparse.ArgumentParser(description="Effort-based 견적 from findings.json")
ap.add_argument("--findings", required=True) ap.add_argument("--findings", required=True)
ap.add_argument("--rate-card", required=True) ap.add_argument("--rate-card", required=True)
ap.add_argument("--sow", required=True)
ap.add_argument("--out-dir", default=".") ap.add_argument("--out-dir", default=".")
ap.add_argument("--seq", type=int, default=1, help="quote sequence number (NNN)") ap.add_argument("--seq", type=int, default=1)
ap.add_argument("--baseline", choices=["basic", "treatment"], default=None)
ap.add_argument("--billing", type=float, default=None)
args = ap.parse_args() args = ap.parse_args()
with open(args.findings, encoding="utf-8") as fh: with open(args.findings, encoding="utf-8") as fh:
f = json.load(fh) f = json.load(fh)
with open(args.rate_card, encoding="utf-8") as fh: with open(args.rate_card, encoding="utf-8") as fh:
rate = yaml.safe_load(fh) rate = yaml.safe_load(fh)
with open(args.sow, encoding="utf-8") as fh:
sow = yaml.safe_load(fh)
billing = args.billing if args.billing is not None else rate["billing_rate"]
baseline = pick_baseline(f, args.baseline)
modules, grand, mult, props, service = assemble(f, rate, sow, baseline, billing)
rounding = rate["rounding_unit"]
proposal = int(math.floor(grand / rounding) * rounding)
prospect = f.get("prospect", {}).get("name", "(prospect)")
date = f.get("prospect", {}).get("audit_date") or datetime.date.today().isoformat() date = f.get("prospect", {}).get("audit_date") or datetime.date.today().isoformat()
year = date[:4] d0 = datetime.date.fromisoformat(date)
quote_no = f"{rate.get('quote_prefix', 'OD')}-{year}-{args.seq:03d}" valid_until = (d0 + datetime.timedelta(days=rate["terms"]["validity_days"])).isoformat()
disclaimer = rate["defaults"]["disclaimer_ko"] quote_no = f"{rate.get('quote_prefix', 'OD')}-{date[:4]}-{args.seq:03d}"
chosen = select_services(f) disclaimer = ("본 견적은 공개 데이터 기반 사전 추정이며 표준 업무시간(SOW)·청구율 "
items, months = build_line_items(chosen, rate, f) f"{int(billing*100)}% 기준입니다. Search Console/Analytics 권한 확보 후 정밀 "
tot = totals(items) "진단을 통해 과업 시간과 범위를 확정합니다. 외부 조달 항목은 인력비와 별도이며 조달 수수료 15%가 적용될 수 있습니다.")
q = {
"quote_no": quote_no, "date": date, "valid_until": valid_until,
"prospect": f.get("prospect", {}).get("name", "(prospect)"),
"service": service, "baseline": baseline, "billing_rate": billing,
"company": rate["company"], "terms": rate["terms"],
"scope": {"properties_total": props,
"subbrands_total": f.get("entity", {}).get("subbrands_total", 0),
"hours_multiplier": mult},
"modules": modules, "subtotal_sum": grand, "proposal": proposal,
"rounding_unit": rounding,
"tools": [dict(label=v["label"], unit=v["unit"], price_usd=v["price_usd"], note=v["note"])
for v in rate.get("tools", {}).values()],
"disclaimer": disclaimer,
}
os.makedirs(args.out_dir, exist_ok=True) os.makedirs(args.out_dir, exist_ok=True)
data_dir = os.path.join(args.out_dir, "data") data_dir = os.path.join(args.out_dir, "data")
os.makedirs(data_dir, exist_ok=True) os.makedirs(data_dir, exist_ok=True)
write_md(os.path.join(args.out_dir, "05_estimate_ko.md"), q)
write_xlsx(os.path.join(args.out_dir, "05_estimate.xlsx"), q)
with open(os.path.join(data_dir, "estimate.json"), "w", encoding="utf-8") as fh:
json.dump(q, fh, ensure_ascii=False, indent=2)
md_path = os.path.join(args.out_dir, "05_estimate_ko.md") print(f"견적 {quote_no} [{baseline}] 제안가 {won(proposal)} (합계 {won(grand)}) "
xlsx_path = os.path.join(args.out_dir, "05_estimate.xlsx") f"| 프로퍼티 {props} ×{mult:g} | 청구율 {int(billing*100)}%")
json_path = os.path.join(data_dir, "estimate.json") for m in modules:
print(f" {m['name']:24} {won(m['subtotal'])}")
write_md(md_path, quote_no, date, prospect, items, tot, months, disclaimer)
write_xlsx(xlsx_path, quote_no, date, prospect, items, tot, months, disclaimer)
with open(json_path, "w", encoding="utf-8") as fh:
json.dump({"quote_no": quote_no, "date": date, "prospect": prospect,
"line_items": items, "totals": tot, "retainer_months": months,
"disclaimer": disclaimer}, fh, ensure_ascii=False, indent=2)
print(f"견적 {quote_no}: {len(items)} line items | "
f"one-time {won(tot['one_time_min'])}~{won(tot['one_time_max'])} | "
f"monthly {won(tot['monthly_min'])}~{won(tot['monthly_max'])}/{months}mo")
print(f"Wrote: {md_path}\n {xlsx_path}\n {json_path}")
if __name__ == "__main__": if __name__ == "__main__":