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` ship as **effort stubs** (clearly
  marked) until real quotes exist.
- 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 — STUB
    digital_branding.yaml     # method: effort — STUB
  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`)
```jsonc
// 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
Populate `digital_ads` / `digital_branding` from real quotes; add `content_marketing` as a
project-service if effort quotes emerge (currently a coaching subject); optional matrix-mode
quotes; more education courses.