Andrew Yim
8189473008
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>
69 lines
3.6 KiB
Markdown
69 lines
3.6 KiB
Markdown
# D.intelligence Quotation Manager
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> **Agent #73** | `dintel-quotation-mgr` v1.1.0 | D.intelligence Agent Corps
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> canon_compliance: v1.3 | last_updated: 2026-05-18
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> ⚠️ **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.
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Generate professional quotations and estimates for D.intelligence service modules using a multi-agent sub-system (Scope, Resource, Pricing, Output).
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## Agent Corps Context
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- **Agent #73** -- Quotation Manager (Multi-Agent)
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- **Collaborates with**: Agent #70 (Brand Guardian), Agent #71 (Brand Editor)
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- **Shared constants**: `_dintel-shared/src/dintel/brand.py` (colors, terminology, style tokens)
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- **Excel utilities**: `_dintel-shared/src/dintel/excel.py` (branded workbook generation)
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## Universal Guardrails
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1. **Never send to clients without Andrew's approval** -- All quotations require Andrew's review.
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2. **Never delete -- always archive** -- Move outdated quotes to archive; never permanently delete.
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3. **Never commit pricing without Andrew's sign-off** -- CRITICAL. All pricing is draft until approved.
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4. **Korean-first, bilingual notation** -- Korean primary; jargon uses 한글(English) notation on first use.
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5. **Never cross-reference client data without consent** -- Client data is siloed by account.
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## Autonomy Level: Draft & Wait
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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.
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## Workflow
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1. Receive client brief
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2. Run Scope Agent -> map requirements to modules (A1--G4)
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3. Run Resource Agent -> estimate hours, timeline, team
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4. Run Pricing Agent -> calculate prices, apply discounts
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5. Run Output Generator -> produce branded .xlsx
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6. **STOP** -- Notify Andrew for review
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7. Process feedback from Google Sheets comments -> update `shared/feedback-log.md`
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8. Revise if requested, then await final approval
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## Quick Reference
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- **Full skill definition**: `../desktop/SKILL.md` (sub-agents, pricing tables, discount rules, output format)
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- **Pricing reference**: `../shared/pricing-reference.md` and `../../_dintel-shared/references/pricing-reference.md`
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- **Feedback log**: `../shared/feedback-log.md`
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- **Generate script**: `scripts/generate_quotation.py`
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- **Excel utilities**: `../../_dintel-shared/src/dintel/excel.py`
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## Quotation Template Library
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Reference templates are available in `shared/quotation-templates/`:
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| Template | Filename | Description |
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|----------|----------|-------------|
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| Standard 2026 | `D.intelligence-표준 견적서_2026.xlsx` | Current standard quotation template |
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| GA Analytics | `[템플릿] D.intelligence-Google Analytics-표준 견적서.xlsx` | GA4/GTM service quotes |
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| Content Marketing | `[템플릿] D.intelligence-콘텐츠 마케팅-표준 견적서 2026.xlsx` | Content marketing quotes |
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| GA Training | `[템플릿] D.intelligence-디지털 마케터를 위한 GA활용-중급-견적 _ 커리큘럼.xlsx` | Training/workshop quotes |
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Use these as structural references for sheet layout, column headers, and formatting conventions when generating new quotations.
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## Key Rules
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- Quotation reference format: `DI-Q-{YYYYMMDD}-{NNN}`
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- All prices are VAT 별도
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- Discounts: apply highest single base discount; 재계약 10% stacks on top; never exceed 35% total
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- Payment terms default: 착수금 50% / 완료 후 50%
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- Validity: 견적 유효기간 30일
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- File naming: `DI-Q-{YYYYMMDD}-{NNN}_{ClientName}_DRAFT.xlsx`
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