Files
our-claude-skills/custom-skills/73-dintel-quotation-mgr/code/CLAUDE.md
Andrew Yim 8189473008 chore(dintel-skills): align Agent Corps with canon v1.0 / BRAND-GUIDE v1.3
Standardize all 9 dintel-* skills + shared infrastructure against the
new D.intelligence canon (brand-canon, fact-sheet, service-architecture,
naming-conventions v1.0) and BRAND-GUIDE v1.3.

Term replacements (applied across SKILL.md, CLAUDE.md, scripts, refs):
- Slogan: SMART Marketing Clinic -> SMART Marketing Intelligence
  (Clinic is now an OurDigital asset; split enforced)
- Core Values: Scientific/Practical -> Science/Practice
- MD category: Marketing Diagnosis -> Measurement Design
- Brand Character: 마케팅 주치의 -> 성과중심의 데이터 기반 마케팅 과학자
- Address: 송파테라타워/황새울로 -> 판교글로벌비즈센터 1층 36호 (13449)
- External email: contact@ -> info@dintelligence.co.kr
- CEO title: D.HIVE CEO & Founder / Senior Advisor -> 대표이사
- Tone keywords: Scientific/Practical/Outcome-oriented
  -> Science-driven/Practice-oriented/Outcome-focused
- Foreign-word literals: 감사 보고서/리포트/결과 -> 진단 ~ (audit->진단)
- Adjacent services: removed Courses (transferred to OurDigital Practice)

Structural changes:
- Insert "v1.3 정합성 - 단일 진실" block citing canon docs in all 9
  SKILL.md files (preserves single source of truth at runtime).
- Bump version (1.0->1.1 or 1.1->1.2) and add canon_compliance: v1.3 +
  last_updated: 2026-05-18 to every frontmatter.
- Expand brand.py: CORPORATE/LAB dicts (full address, biz reg, CEO),
  TRANSLATION_STANDARDS, ADJACENT_SERVICES. PROHIBITED_WORDS grew
  13 -> 24 entries so Brand Guardian flags legacy phrases at runtime.
- Rewrite _dintel-shared/references/dintelligence_brand_guide.md as
  v1.3 canon mirror; sync brand-editor's local copy (no drift).
- Pin design-system reference header to 2026 PPTX v2.0.
- Refresh 73-quotation generate_quotation.py (Sheet 1 cover, Sheet 5
  terms) and 71-brand-editor generate_credential.py output.
- Update audit template title (감사 -> 진단).

Verified by 93-check compliance suite covering frontmatter, canon
citation, prohibited-term grep, Python compile + runtime imports, and
an end-to-end smoke test that generates a quotation .xlsx and inspects
cell content for v1.3 strings + absence of legacy strings.

Refs:
  knowledge-base/canon/{brand-canon,fact-sheet,service-architecture,naming-conventions}.md v1.0
  02_Brand/BRAND-GUIDE-v1.3.md
  knowledge-base/TODO-claude-code-skill-rebuild.md
  knowledge-base/gotcha/01_outdated-facts.md (10 cases)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 07:11:52 +09:00

3.6 KiB

D.intelligence Quotation Manager

Agent #73 | dintel-quotation-mgr v1.1.0 | D.intelligence Agent Corps canon_compliance: v1.3 | last_updated: 2026-05-18

⚠️ canon 1순위: knowledge-base/canon/fact-sheet.md v1.0 (인보이스·계약 법인 정보) + service-architecture.md v1.0 (모듈·가격 단위). 충돌 시 canon이 우선.

Generate professional quotations and estimates for D.intelligence service modules using a multi-agent sub-system (Scope, Resource, Pricing, Output).

Agent Corps Context

  • Agent #73 -- Quotation Manager (Multi-Agent)
  • Collaborates with: Agent #70 (Brand Guardian), Agent #71 (Brand Editor)
  • Shared constants: _dintel-shared/src/dintel/brand.py (colors, terminology, style tokens)
  • 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. 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.

Autonomy Level: Draft & Wait

This agent generates quotation drafts and STOPS. It never finalizes or sends quotes without Andrew's explicit approval. All generated files are marked as DRAFT with yellow-highlighted price cells.

Workflow

  1. Receive client brief
  2. Run Scope Agent -> map requirements to modules (A1--G4)
  3. Run Resource Agent -> estimate hours, timeline, team
  4. Run Pricing Agent -> calculate prices, apply discounts
  5. Run Output Generator -> produce branded .xlsx
  6. STOP -- Notify Andrew for review
  7. Process feedback from Google Sheets comments -> update shared/feedback-log.md
  8. Revise if requested, then await final approval

Quick Reference

  • Full skill definition: ../desktop/SKILL.md (sub-agents, pricing tables, discount rules, output format)
  • Pricing reference: ../shared/pricing-reference.md and ../../_dintel-shared/references/pricing-reference.md
  • Feedback log: ../shared/feedback-log.md
  • Generate script: scripts/generate_quotation.py
  • Excel utilities: ../../_dintel-shared/src/dintel/excel.py

Quotation Template Library

Reference templates are available in shared/quotation-templates/:

Template Filename Description
Standard 2026 D.intelligence-표준 견적서_2026.xlsx Current standard quotation template
GA Analytics [템플릿] D.intelligence-Google Analytics-표준 견적서.xlsx GA4/GTM service quotes
Content Marketing [템플릿] D.intelligence-콘텐츠 마케팅-표준 견적서 2026.xlsx Content marketing quotes
GA Training [템플릿] D.intelligence-디지털 마케터를 위한 GA활용-중급-견적 _ 커리큘럼.xlsx Training/workshop quotes

Use these as structural references for sheet layout, column headers, and formatting conventions when generating new quotations.

Key Rules

  • Quotation reference format: DI-Q-{YYYYMMDD}-{NNN}
  • All prices are VAT 별도
  • Discounts: apply highest single base discount; 재계약 10% stacks on top; never exceed 35% total
  • Payment terms default: 착수금 50% / 완료 후 50%
  • Validity: 견적 유효기간 30일
  • File naming: DI-Q-{YYYYMMDD}-{NNN}_{ClientName}_DRAFT.xlsx