Andrew Yim
c9bdbb57f7
New skill 96-ourdigital-estimate-engine: method-aware quoting engine (effort / coaching / procurement) with universal rate_card + per-service catalog. Real catalogs: seo (effort), education (coaching); stubs: digital_ads, digital_branding. Validated to reproduce real quotes — SEO basic ₩10.5M / treatment ₩25.0M, SHR chain ₩29.5M, L'Escape basic ₩10.5M, GA4/GTM coaching ₩1,570,000, procurement +15%. Refactor 95-ourdigital-presales-seo: remove rate_card.yaml, sow_templates.yaml, estimate.py (migrated to engine); add findings_to_scope.py; Stage 5 now maps findings→scope.json and calls the engine CLI. build_deck/kg_query unchanged; end-to-end validated on SHR (29.5M) + deck renders engine estimate.json. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
85 lines
3.2 KiB
Python
85 lines
3.2 KiB
Python
"""Effort method: cost = role_rate × billing_rate × hours, grouped by module.
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Tier auto-selection (size + premium-vertical floor) and sub-brand hours scaling
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are driven by rate_card config. Reproduces real SEO quotes (10.5M/25.0M).
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"""
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import math
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TIER_ORDER = {"smb": 0, "basic": 1, "treatment": 2}
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def _higher(a, b):
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return a if TIER_ORDER.get(a, 0) >= TIER_ORDER.get(b, 0) else b
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def _is_premium(signals, rate):
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v = (signals.get("vertical") or "").lower()
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return any(t.lower() in v for t in rate.get("tiering", {}).get("premium_verticals", []))
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def _scope_mult(rate, signals):
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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(signals.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_tier(signals, rate, available):
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props = signals.get("properties_total", 0) or 0
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subs = signals.get("subbrands_total", 0) or 0
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if props > 5 or subs > 3:
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tier = "treatment"
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elif props <= 1 and subs == 0:
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tier = "smb"
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else:
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tier = "basic"
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if _is_premium(signals, rate):
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tier = _higher(tier, rate.get("tiering", {}).get("premium_min_tier", "basic"))
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if tier not in available:
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tier = "basic" if "basic" in available else sorted(available, key=lambda t: TIER_ORDER.get(t, 9))[0]
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return tier
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def build(scope, rate, catalog):
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tiers = catalog["tiers"]
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signals = scope.get("signals", {})
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tier = scope.get("tier") or "auto"
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if tier == "auto":
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tier = _pick_tier(signals, rate, set(tiers))
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if tier not in tiers:
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raise SystemExit(f"tier '{tier}' not in catalog tiers {list(tiers)}")
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t = tiers[tier]
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billing = scope.get("billing_rate") or t.get("billing_rate") or rate["billing_rate"]
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mult, driver, dcount = _scope_mult(rate, signals)
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roles = rate["role_rates"]
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modules, grand = [], 0.0
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for mod in t["modules"]:
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tasks, sub = [], 0.0
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for task in mod["tasks"]:
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applied = mult if (task.get("scale") and mult != 1.0) else 1.0
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hours = round(task["hours"] * applied, 1)
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rr = roles[task["role"]]
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amt = rr * billing * hours
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tasks.append({"task": task["task"], "desc": task.get("desc", ""), "role": task["role"],
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"role_rate": rr, "hours": hours, "amount": amt, "scaled": applied != 1.0})
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sub += amt
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modules.append({"name": mod["name"], "subtotal": sub, "tasks": tasks})
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grand += sub
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rounding = rate["rounding_unit"]
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proposal = int(math.floor(grand / rounding) * rounding)
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return {
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"kind": "effort", "service": catalog["service"], "label": t.get("label", catalog["service"]),
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"tier": tier, "billing_rate": billing,
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"scope": {"driver": driver, "driver_count": dcount,
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"properties_total": signals.get("properties_total", 0),
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"subbrands_total": signals.get("subbrands_total", 0), "hours_multiplier": mult},
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"modules": modules, "subtotal_sum": grand, "proposal": proposal,
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"rounding_unit": rounding, "stub": bool(catalog.get("_stub", False)),
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}
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