Andrew Yim
6f69a6a484
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>
67 lines
4.2 KiB
Markdown
67 lines
4.2 KiB
Markdown
---
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name: ourdigital-estimate-engine
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description: Method-aware estimate/견적 engine for OurDigital / D.intelligence professional services (SEO, GA4/GTM, education/coaching, digital ads, branding, …). Generates a Korean 견적 (md/xlsx/json) from a generic scope.json using the real company rate card. Use for "OurDigital 견적", "estimate", "quote", "proposal pricing", "cost estimate", "견적서 생성", or when another skill needs to price a service. Costing methods: effort (role×billing×hours), coaching (lesson×hours), procurement (+15%).
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---
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# OurDigital Estimate Engine
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Single source of truth for OurDigital/D.intelligence pricing. Consuming skills map their
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context into a `scope.json` and call the engine CLI; the engine owns the rate card + service
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catalog and renders the 견적.
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## Costing methods (catalog entry declares its `method`)
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- **effort** — `role_rate × 청구율(0.70) × 표준 업무시간`, by module; auto-tier (smb/basic/treatment)
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by portfolio size + premium-vertical floor; On-page hours scale by sub-brands (cap ×2.0);
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제안가 = 합계 절사. Also supports **fixed-amount tasks** (`fixed:` Unit Cost — e.g. branding
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진단 stages) and **monthly retainers** (`unit: monthly` — e.g. ads 대행). Reproduces real
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SEO (10.5M/25.0M), branding (₩9.0M), ads (₩6.0M/월).
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- **coaching** — `Σ(lesson_type_price × hours)` over a lesson plan; student discount opt-in.
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Reproduces real GA4/GTM 코칭 (₩1,570,000). Base prices default; subject×level matrix optional.
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- **procurement** — `unit_cost × qty × (1 + 0.15)` for non-labor items.
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## Files
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- `references/rate_card.yaml` — universal: role rates, billing, basis, terms, tiering, scaling,
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procurement, coaching prices/levels/discounts, tools. **Private.**
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- `catalog/<service>.yaml` — per-service: `service`, `method`, body. All real:
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`seo` (effort, role-hours tiers), `education` (coaching, incl. GA4/GTM course),
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`digital_branding` (effort, fixed 진단 stages → ₩9.0M), `digital_ads` (effort, ₩6.0M/월
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retainer; media commission % is per-deal, not in catalog).
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- `scripts/estimate.py` — CLI dispatcher; `scripts/methods/{effort,coaching,procurement}.py`;
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`scripts/render.py` (md/xlsx/json). `scope.schema.json` — input contract.
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## Usage
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```
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python scripts/estimate.py \
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--rate-card references/rate_card.yaml --catalog-dir catalog \
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--scope scope.json --out-dir <engagement> [--seq N]
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```
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`scope.json` examples (see `scope.schema.json`):
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- effort: `{"service":"seo","tier":"auto","signals":{"properties_total":25,"subbrands_total":5,"vertical":"hotel_resort"},"prospect":{"name":"…","audit_date":"YYYY-MM-DD"}}`
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- coaching: `{"service":"education","course":"ga4_gtm_intermediate","students":1,"prospect":{…}}`
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- procurement: `{"service":"seo","method":"procurement","items":[{"label":"SEMrush Guru","unit_cost":330000,"qty":6}]}`
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Outputs `05_estimate_ko.md`, `05_estimate.xlsx`, `data/estimate.json`. The effort `estimate.json`
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shape is consumed by `ourdigital-presales-seo/build_deck.py`.
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## Consuming from another skill (CLI)
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1. Map your context → `scope.json` (service, tier signals or lessons, prospect).
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2. Call `estimate.py`. 3. Use the rendered 견적; for SEO, feed `data/estimate.json` to the deck.
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Example consumer: `ourdigital-presales-seo` (`findings_to_scope.py` → engine → 견적 + deck).
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## Adding / editing services
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- New real service: add `catalog/<service>.yaml` with `method` + body from a **real quote**.
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- Any new stub should carry `_stub: true` (the 견적 prints a ⚠STUB banner) until replaced with
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real quote data. All current catalogs are real.
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- Rates change in `rate_card.yaml` only (single source). Validate against a known real quote.
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## Output location
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Estimates are archived centrally in OurDigital's space:
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`~/Workspaces/ourdigital-space/estimates/<YYYY-MM-DD>_<prospect|account>_<service>/`
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(e.g. `…/estimates/2026-05-27_shr_seo/`). The engine stays `--out-dir`-agnostic — the caller
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passes that path. Client engagements keep their audit docs/deck in their own workspace but the
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견적 lives here (single quote archive).
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## Conventions
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Korean-first output · 부가세 별도 · 유효기간 14d · 현금 · `OD-YYYY-NNN`. Don't invent rates —
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stub and flag instead. Legal entity (주)디인텔리전스 / info@ourdigital.org.
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