our-claude-skills/custom-skills/96-ourdigital-estimate-engine/DESIGN.md

Design — ourdigital-estimate-engine skill

• Status: Approved design (2026-05-28). Implementing.
• Origin: Extracted from ourdigital-presales-seo's estimate engine and generalized to cover all OurDigital / D.intelligence professional services via multiple costing methods.
• Source data: real quotes in Google Drive 06_Working Template (SEO) and 견적 자료 (GA4/GTM, education). Company: (주)디인텔리전스 / D.intelligence Lab, info@ourdigital.org.

1. Purpose & scope

A reusable, method-aware estimate engine that produces OurDigital 견적 for any service line. Consuming skills (e.g. ourdigital-presales-seo) map their context → a generic scope.json and call the engine CLI. The engine owns the rate card + service catalog (single source of truth).

Costing methods (from real data)

1. effort — role_rate × billing_rate(0.70) × hours, grouped into modules; tiering, sub-brand scaling, premium-vertical floor, 절사. (SEO Audit & Treatment, etc.)
2. coaching — Σ(lesson_type_price × hours) over a lesson plan, with student-count discount. Base type prices reproduce real quotes; optional subject×level list-price matrix (base × level_multiple). (GA4/GTM courses, workshops, education.)
3. procurement — unit_cost × qty × (1 + 0.15) for non-labor items (tools, 3rd-party).

All methods share: cover-sheet output, 부가세 별도, 유효기간 14d, 현금, 십만 단위 미만 절사 (500k floor for project quotes), quote no OD-YYYY-NNN.

Non-goals

• No invented rates. digital_ads / digital_branding are built from real docs (디하이브 ads 대행 계약, TNS 브랜딩 진단 견적); any future service without real data ships as a flagged stub.
• No GA4/GTM effort-implementation catalog (delivered as coaching → a course in education).
• Does not replace consuming skills' domain logic (e.g. SEO findings→scope mapping stays in presales-seo).

2. Structure

96-ourdigital-estimate-engine/
  SKILL.md
  references/
    rate_card.yaml            # UNIVERSAL pricing config (see §3)
  catalog/
    seo.yaml                  # method: effort — tiers smb/basic/treatment (real)
    education.yaml            # method: coaching — courses + per-subject levels (real)
    digital_ads.yaml          # method: effort — REAL (₩6.0M/월 retainer + per-deal media commission)
    digital_branding.yaml     # method: effort — REAL (fixed 진단 stages → ₩9.0M)
  scripts/
    estimate.py               # CLI dispatcher
    methods/effort.py
    methods/coaching.py
    methods/procurement.py
    render.py                 # md / xlsx / json output (cover-sheet)
  scope.schema.json

3. rate_card.yaml (universal)

• company, quote_prefix: OD, currency: KRW, rounding_unit: 500000
• terms: vat 부가세 별도, validity_days 14, payment 현금
• effort: billing_rate: 0.70 (floor 0.60), basis {8h/day, 4wk/mo}, procurement_markup: 0.15, role_rates {대표 180k … 과장 70k … 인턴 12k}, tiering {premium_verticals, premium_min_tier}, scaling {driver: subbrands_total, bands cap ×2.0}, tools.
• coaching:
  • lesson_type_prices: 화상 80,000 · 대면 100,000 · 실습 150,000 · 워크숍 300,000 · 트리트먼트 500,000
  • level_multiple: Beginners 1.0 · Intermediate 1.5 · Advanced 2.0 · Expert 2.5 · Trainers 3.0
  • subject_levels: {Content Marketing: Beginners, SEO: Beginners, Google Analytics: Intermediate, Google Tag Manager: Advanced, Digital Marketing Strategy: Advanced, Digital Communication: Intermediate, KPI Setup & Measurement Plan: Expert, Business Model Canvas: Expert, e-Commerce Audit: Advanced}
  • pricing_mode: base (default; reproduces real quotes) | matrix (list price = base×level_multiple)
  • student_discount_bands: 5,0.20],[10,0.0],[20,0.20],[30,0.30 (30+ = 별도 협의)

4. Catalog entries

Each file: service, method, and method-specific body.

• seo.yaml (effort): the current sow_templates.yaml verbatim (tiers smb/basic/treatment, modules→tasks with role/hours/scale). Validated to reproduce 10.5M/25.0M.
• education.yaml (coaching): courses: — named lesson plans, each lessons: [{subject, type, hours}]. Seed with ga4_gtm_intermediate (the real 17-lesson, ₩1,570,000 plan) and ga4_gtm_marketing_analytics. Subjects resolve levels from rate_card.subject_levels.
• digital_ads.yaml / digital_branding.yaml (effort): STUB — one placeholder tier + _stub: true, with a header comment to populate from a real quote.

5. scope.json (generic input — scope.schema.json)

// effort
{"service":"seo","method":"effort","tier":"auto",         // or smb|basic|treatment
 "signals":{"properties_total":25,"subbrands_total":5,"vertical":"hotel_resort"},
 "billing_rate":null, "seq":1, "prospect":{"name":"","audit_date":""}}
// coaching
{"service":"education","method":"coaching","course":"ga4_gtm_intermediate",
 "students":1, "pricing_mode":"base", "prospect":{...}}     // or "lessons":[{subject,type,hours}]

tier:"auto" → engine runs tiering (size + premium floor) from signals.

6. CLI

python scripts/estimate.py --catalog-dir catalog --rate-card references/rate_card.yaml --scope scope.json --out-dir <dir> [--seq N]

• Dispatcher loads scope → catalog entry → method module → render.py.
• Outputs 05_estimate_ko.md, 05_estimate.xlsx, data/estimate.json.
• effort estimate.json keeps the current shape (modules + 제안가 + scope + terms) so ourdigital-presales-seo/build_deck.py keeps working unchanged.

7. ourdigital-presales-seo refactor (consumption = CLI)

• Move references/rate_card.yaml + references/sow_templates.yaml → engine (catalog/seo.yaml). Delete scripts/estimate.py from presales-seo.
• Add scripts/findings_to_scope.py (thin): findings.json → scope.json (tier signals, vertical, prospect). Keeps SEO-specific mapping out of the engine.
• Stage 5 in SKILL.md: findings_to_scope.py → call engine estimate.py --service seo --scope scope.json.
• build_deck.py, kg_query.py, render_pdf.sh, findings_to_service.md, findings.schema.json, templates → unchanged.

8. Validation (before commit)

• effort: SEO basic ₩10.5M, treatment ₩25.0M (1 property); SHR ₩29.5M; L'Escape basic ₩10.5M — identical to pre-refactor.
• coaching: ga4_gtm_intermediate (17 lessons, 1 student) → ₩1,570,000 exactly.
• procurement: unit_cost × qty × 1.15 sanity check.
• presales-seo end-to-end: findings→scope→engine→견적 + deck reproduces SHR/L'Escape.

9. Future

digital_ads / digital_branding now real (effort: monthly retainer / fixed stages). Next: optional commission line for ad media spend (per-deal %); add content_marketing as a project-service if effort quotes emerge (currently a coaching subject); optional matrix-mode coaching quotes; more education courses.