Andrew Yim
60734dbde7
Real-world feedback: list-rate calc overshot SMB-acceptable levels. - scaling: driver properties_total -> subbrands_total (chains share templates), cap x6.5 -> x2.0, applied to On-page only (Technical now fixed site-wide) - add 'smb' entry tier (lean hours @ 0.55 billing); 3-tier auto-select (smb/basic/treatment) by portfolio size; per-tier billing; --baseline smb enabled - docs (findings_to_service.md, SKILL.md) synced to 3-tier model Effect: SHR 25-property chain 71.5M -> 29.5M; SMB single hotel ~3.0M; basic/treatment still reproduce real 10.5M/25.0M at 1 property. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
230 lines
10 KiB
Python
Executable File
230 lines
10 KiB
Python
Executable File
#!/usr/bin/env python3
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"""Effort-based 견적 generator for the ourdigital-presales-seo skill (Stage 5).
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Reproduces OurDigital/D.intelligence's real quoting model:
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cost(task) = role_rate × billing_rate × standard_hours
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assembled from sow_templates.yaml, grouped into modules, summed, then
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제안가 = 합계 floored to rounding_unit (십만단위 절사).
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findings.json selects the baseline (basic vs treatment) and scales scoped
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task hours sub-linearly by portfolio size. Outputs:
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- 05_estimate_ko.md (cover-sheet 견적)
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- data/estimate.json (consumed by build_deck.py)
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- 05_estimate.xlsx
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Usage:
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python estimate.py --findings data/findings.json \
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--rate-card ../references/rate_card.yaml --sow ../references/sow_templates.yaml \
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--out-dir <engagement> --seq 1 [--baseline basic|treatment] [--billing 0.70]
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"""
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import argparse
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import datetime
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import json
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import math
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import os
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import yaml
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from openpyxl import Workbook
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from openpyxl.styles import Alignment, Font, PatternFill
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def won(n):
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return f"{int(round(n)):,}원"
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def scope_multiplier(rate, f):
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"""Sub-linear hours multiplier from the configured driver (default subbrands_total)."""
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sc = rate.get("scaling", {})
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driver = sc.get("driver", "subbrands_total")
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bands = sc.get("bands", [[1, 1.0]])
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count = max(int(f.get("entity", {}).get(driver, 0) or 0), 1)
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for mx, m in bands:
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if count <= mx:
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return float(m), driver, count
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return float(bands[-1][1]), driver, count
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def pick_baseline(f, override):
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if override:
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return override
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e = f.get("entity", {})
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props = e.get("properties_total", 0) or 0
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subs = e.get("subbrands_total", 0) or 0
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if props > 5 or subs > 3: # multi-brand / chain
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return "treatment"
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if props <= 1 and subs == 0: # single-property SMB
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return "smb"
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return "basic" # small multi-property / mid
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def assemble(f, rate, sow, baseline, billing):
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roles = rate["role_rates"]
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mult, driver, dcount = scope_multiplier(rate, f)
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tpl = sow["baselines"][baseline]
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modules = []
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grand = 0.0
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for mod in tpl["modules"]:
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tasks, sub = [], 0.0
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for t in mod["tasks"]:
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applied = mult if (t.get("scale") and mult != 1.0) else 1.0
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hours = round(t["hours"] * applied, 1)
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rate_hr = roles[t["role"]]
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amount = rate_hr * billing * hours
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tasks.append({
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"task": t["task"], "desc": t.get("desc", ""), "role": t["role"],
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"role_rate": rate_hr, "hours": hours, "amount": amount,
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"scaled": applied != 1.0,
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})
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sub += amount
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modules.append({"name": mod["name"], "subtotal": sub, "tasks": tasks})
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grand += sub
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return modules, grand, mult, driver, dcount, tpl["service"]
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ROLE_KO = {
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"ceo": "대표", "evp": "전무", "svp": "상무", "technical_advisor": "기술고문",
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"director": "이사", "senior_manager": "부장", "deputy_manager": "차장",
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"manager": "과장", "assistant_manager": "대리", "junior": "주임",
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"associate": "사원", "intern": "인턴",
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}
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def write_md(path, q):
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L = [f"# 견적서 — {q['prospect']}",
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"", f"- **제공 서비스**: {q['service']}",
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f"- **견적번호**: {q['quote_no']} · **작성일**: {q['date']} · **유효기간**: ~{q['valid_until']}",
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f"- **공급자**: {q['company']['legal_name']} (대표 {q['company']['ceo']}, {q['company']['contact']})",
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f"- **산정 기준**: SOW 기반 · 청구율 {int(q['billing_rate']*100)}% · 일 8시간/월 4주 · {q['terms']['vat']} · 지급 {q['terms']['payment']}",
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""]
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if q["scope"]["hours_multiplier"] != 1.0:
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dl = "브랜드/템플릿" if q["scope"]["driver"] == "subbrands_total" else "프로퍼티"
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L.append(f"> 규모 반영: {dl} {q['scope']['driver_count']}개 기준 On-page 업무시간 ×{q['scope']['hours_multiplier']:g} (서브선형)")
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L.append("")
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L += ["## 견적 내역", "",
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"| 구분 | 세부 업무 | 담당 | 시간(h) | 합계 |",
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"|---|---|:--:|--:|--:|"]
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for m in q["modules"]:
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for i, t in enumerate(m["tasks"]):
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grp = m["name"] if i == 0 else ""
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mark = " *" if t["scaled"] else ""
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L.append(f"| {grp} | {t['task']}{mark} | {ROLE_KO.get(t['role'], t['role'])} | {t['hours']:g} | {won(t['amount'])} |")
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L.append(f"| | **{m['name']} 소계** | | | **{won(m['subtotal'])}** |")
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L += ["", "## 합계", "",
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f"- 합계: **{won(q['subtotal_sum'])}**",
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f"- **제안가(절사 적용): {won(q['proposal'])}** ({q['terms']['vat']})", ""]
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if q.get("tools"):
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L += ["## 별도 비용 (조달 — 인력비와 별도)", ""]
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for t in q["tools"]:
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L.append(f"- {t['label']}: {t['unit']} ${t['price_usd']} — {t['note']}")
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L.append("")
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L += ["---", f"> {q['disclaimer']}"]
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if any(t["scaled"] for m in q["modules"] for t in m["tasks"]):
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L.append("> \\* 포트폴리오 규모에 따라 업무시간이 스케일된 항목.")
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with open(path, "w", encoding="utf-8") as fh:
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fh.write("\n".join(L) + "\n")
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def write_xlsx(path, q):
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wb = Workbook()
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ws = wb.active
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ws.title = "견적"
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ws.append([f"견적서 — {q['prospect']} ({q['service']})"])
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ws.append([f"견적번호 {q['quote_no']}", f"작성일 {q['date']}", f"유효 ~{q['valid_until']}",
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f"청구율 {int(q['billing_rate']*100)}%", q["terms"]["vat"]])
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ws.append([])
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cols = ["구분", "세부 업무", "담당", "시간(h)", "합계(원)"]
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ws.append(cols)
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hdr_row = ws.max_row
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for c in range(1, len(cols) + 1):
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cell = ws.cell(row=hdr_row, column=c)
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cell.fill = PatternFill("solid", fgColor="11243D")
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cell.font = Font(color="FFFFFF", bold=True)
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for m in q["modules"]:
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for i, t in enumerate(m["tasks"]):
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ws.append([m["name"] if i == 0 else "", t["task"], ROLE_KO.get(t["role"], t["role"]),
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t["hours"], int(round(t["amount"]))])
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ws.append(["", f"{m['name']} 소계", "", "", int(round(m["subtotal"]))])
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ws.cell(row=ws.max_row, column=2).font = Font(bold=True)
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ws.cell(row=ws.max_row, column=5).font = Font(bold=True)
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ws.append([])
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ws.append(["", "합계", "", "", int(round(q["subtotal_sum"]))])
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ws.append(["", "제안가(절사 적용)", "", "", int(q["proposal"])])
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ws.cell(row=ws.max_row, column=2).font = Font(bold=True)
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ws.cell(row=ws.max_row, column=5).font = Font(bold=True, color="C0392B")
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ws.append([])
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ws.append([q["disclaimer"]])
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for idx, w in enumerate([22, 40, 8, 8, 16], 1):
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ws.column_dimensions[chr(64 + idx)].width = w
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wb.save(path)
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def main():
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ap = argparse.ArgumentParser(description="Effort-based 견적 from findings.json")
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ap.add_argument("--findings", required=True)
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ap.add_argument("--rate-card", required=True)
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ap.add_argument("--sow", required=True)
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ap.add_argument("--out-dir", default=".")
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ap.add_argument("--seq", type=int, default=1)
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ap.add_argument("--baseline", choices=["smb", "basic", "treatment"], default=None)
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ap.add_argument("--billing", type=float, default=None)
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args = ap.parse_args()
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with open(args.findings, encoding="utf-8") as fh:
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f = json.load(fh)
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with open(args.rate_card, encoding="utf-8") as fh:
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rate = yaml.safe_load(fh)
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with open(args.sow, encoding="utf-8") as fh:
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sow = yaml.safe_load(fh)
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baseline = pick_baseline(f, args.baseline)
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tpl_billing = sow["baselines"][baseline].get("billing_rate")
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billing = (args.billing if args.billing is not None
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else tpl_billing if tpl_billing is not None else rate["billing_rate"])
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modules, grand, mult, driver, dcount, service = assemble(f, rate, sow, baseline, billing)
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props = f.get("entity", {}).get("properties_total", 0)
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subs = f.get("entity", {}).get("subbrands_total", 0)
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rounding = rate["rounding_unit"]
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proposal = int(math.floor(grand / rounding) * rounding)
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date = f.get("prospect", {}).get("audit_date") or datetime.date.today().isoformat()
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d0 = datetime.date.fromisoformat(date)
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valid_until = (d0 + datetime.timedelta(days=rate["terms"]["validity_days"])).isoformat()
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quote_no = f"{rate.get('quote_prefix', 'OD')}-{date[:4]}-{args.seq:03d}"
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disclaimer = ("본 견적은 공개 데이터 기반 사전 추정이며 표준 업무시간(SOW)·청구율 "
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f"{int(billing*100)}% 기준입니다. Search Console/Analytics 권한 확보 후 정밀 "
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"진단을 통해 과업 시간과 범위를 확정합니다. 외부 조달 항목은 인력비와 별도이며 조달 수수료 15%가 적용될 수 있습니다.")
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q = {
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"quote_no": quote_no, "date": date, "valid_until": valid_until,
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"prospect": f.get("prospect", {}).get("name", "(prospect)"),
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"service": service, "baseline": baseline, "billing_rate": billing,
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"company": rate["company"], "terms": rate["terms"],
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"scope": {"driver": driver, "driver_count": dcount,
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"properties_total": props, "subbrands_total": subs,
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"hours_multiplier": mult},
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"modules": modules, "subtotal_sum": grand, "proposal": proposal,
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"rounding_unit": rounding,
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"tools": [dict(label=v["label"], unit=v["unit"], price_usd=v["price_usd"], note=v["note"])
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for v in rate.get("tools", {}).values()],
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"disclaimer": disclaimer,
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}
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os.makedirs(args.out_dir, exist_ok=True)
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data_dir = os.path.join(args.out_dir, "data")
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os.makedirs(data_dir, exist_ok=True)
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write_md(os.path.join(args.out_dir, "05_estimate_ko.md"), q)
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write_xlsx(os.path.join(args.out_dir, "05_estimate.xlsx"), q)
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with open(os.path.join(data_dir, "estimate.json"), "w", encoding="utf-8") as fh:
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json.dump(q, fh, ensure_ascii=False, indent=2)
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print(f"견적 {quote_no} [{baseline}] 제안가 {won(proposal)} (합계 {won(grand)}) "
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f"| {driver}={dcount} ×{mult:g} | 청구율 {int(billing*100)}%")
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for m in modules:
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print(f" {m['name']:24} {won(m['subtotal'])}")
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if __name__ == "__main__":
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main()
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