Route estimate outputs to central archive (ourdigital-space/estimates)

All estimates now archive to ~/Workspaces/ourdigital-space/estimates/
<YYYY-MM-DD>_<prospect|account>_<service>/ (single 견적 archive). Engine
SKILL.md documents the output-home convention (engine stays --out-dir-agnostic).
presales-seo Stage 5 writes the estimate to $EST (archive); Stage 6 deck reads
from $EST but stays in the engagement bundle.

(Workspace side, not in this repo: SHR estimate moved to the archive, pointer
left in the engagement, ourdigital-space/CLAUDE.md documents estimates/.)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-28 02:22:33 +09:00
parent 9f7f9e7221
commit 6f69a6a484
2 changed files with 13 additions and 5 deletions

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@@ -55,17 +55,18 @@ headless Chrome, python-pptx. Create `data/` subfolder. Initialize `findings.jso
→ write `03_presales-opportunity-brief.md`.
## Stage 5 — Estimate (견적) — REVIEW GATE
Pricing is delegated to the **`ourdigital-estimate-engine`** skill (`../96-ourdigital-estimate-engine`); this skill only maps findings → scope, then calls the engine:
- `python scripts/findings_to_scope.py --findings <out>/data/findings.json --out <out>/data/scope.json --seq <N> [--tier auto|smb|basic|treatment] [--billing 0.70]`
- `ENG=../96-ourdigital-estimate-engine; python $ENG/scripts/estimate.py --rate-card $ENG/references/rate_card.yaml --catalog-dir $ENG/catalog --scope <out>/data/scope.json --out-dir <out>`
Pricing is delegated to the **`ourdigital-estimate-engine`** skill (`../96-ourdigital-estimate-engine`). Estimates are archived **centrally in OurDigital's space**, not in the engagement bundle:
- `EST=~/Workspaces/ourdigital-space/estimates/<YYYY-MM-DD>_<account_code>_seo` — create it (central 견적 archive).
- `python scripts/findings_to_scope.py --findings <out>/data/findings.json --out "$EST/data/scope.json" --seq <N> [--tier auto|smb|basic|treatment] [--billing 0.70]`
- `ENG=../96-ourdigital-estimate-engine; python $ENG/scripts/estimate.py --rate-card $ENG/references/rate_card.yaml --catalog-dir $ENG/catalog --scope "$EST/data/scope.json" --out-dir "$EST"`
- Engine (effort method, `seo` catalog): auto-tier (smb/basic/treatment) by portfolio + premium-vertical floor; On-page hours scale by `subbrands_total` (cap ×2.0); 제안가 = 합계 절사. Reproduces Basic ₩10.5M / Treatment ₩25.0M; SMB ~₩3M; 25-property chain ~₩29.5M.
- Produces `05_estimate_ko.md`, `05_estimate.xlsx`, `data/estimate.json` (effort shape → consumed by `build_deck.py`). Present the 견적; get sign-off.
- Produces `05_estimate_ko.md`, `05_estimate.xlsx`, `data/estimate.json` in `$EST` (the central quote archive; effort shape → consumed by `build_deck.py`). Present the 견적; get sign-off.
- SEO findings→scope/tier mapping lives here (`findings_to_service.md`); **rates/hours/tiers live in the engine** (`rate_card.yaml` + `catalog/seo.yaml`) — edit pricing there, not here.
## 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),
then `bash scripts/render_pdf.sh <brief>.html` → PDF. Verify Korean renders (Read the PDF).
- **Sales deck**: `python scripts/build_deck.py --findings <out>/data/findings.json --estimate <out>/data/estimate.json --out <out>/sales-deck.pptx`
- **Sales deck**: `python scripts/build_deck.py --findings <out>/data/findings.json --estimate "$EST/data/estimate.json" --out <out>/sales-deck.pptx` (deck stays in the engagement bundle; reads the archived estimate.json from `$EST`)
- Sanitize the client-facing pieces: no internal pricing strategy beyond the 견적; tasteful competitor benchmark only.
## Stage 7 — Archive (standard)

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@@ -54,6 +54,13 @@ Example consumer: `ourdigital-presales-seo` (`findings_to_scope.py` → engine
real quote data. All current catalogs are real.
- Rates change in `rate_card.yaml` only (single source). Validate against a known real quote.
## Output location
Estimates are archived centrally in OurDigital's space:
`~/Workspaces/ourdigital-space/estimates/<YYYY-MM-DD>_<prospect|account>_<service>/`
(e.g. `…/estimates/2026-05-27_shr_seo/`). The engine stays `--out-dir`-agnostic — the caller
passes that path. Client engagements keep their audit docs/deck in their own workspace but the
견적 lives here (single quote archive).
## Conventions
Korean-first output · 부가세 별도 · 유효기간 14d · 현금 · `OD-YYYY-NNN`. Don't invent rates —
stub and flag instead. Legal entity (주)디인텔리전스 / info@ourdigital.org.