Auto Quotation System

Overview

Use this skill to turn historical quotation files and a new requirement document into a structured quotation draft. Prefer manually reasoned business-module estimation, explicit assumptions, and stable JSON output over a single total-price guess. Historical quotations should be used as reference only, and the current preferred day rate is 1200 RMB per person-day for manual business-module quotations.

Workflow

1. Normalize the input

Follow this decision order:

1. If the user provides markdown or a plain-text requirement document, use it directly.
2. If the user provides a mind-map image or a screenshot embedded in a document, first transcribe it into structured markdown with a multimodal step.
3. If the user provides a DOCX requirement file, extract or summarize the requirement text before pricing.

Do not estimate directly from an unreadable image. First convert the mind map into a text outline with modules, features, and notable dependencies.

Use this normalized structure:

• Project name
• Delivery channels
• Business goal
• Feature list
• Non-functional requirements
• Assumptions and exclusions

Read references/quotation-data-model.md when you need the exact input and output shape.

Current OpenClaw migration mode: read references/openclaw-current-mode.md and reuse assets/quotation-mode.json when the user wants the current manually curated business-module quotation style.

2. Build or refresh the historical quotation corpus

When the task needs historical calibration, run:

python3 scripts/extract_docx_corpus.py \
  --input-dir /Users/m1/Documents/price \
  --output /tmp/quotation-corpus.json

This script extracts:

• Paragraph text
• Table rows
• Section labels
• Image counts
• Domain hints
• Top keywords per document

Use the corpus to find similar past quotations, common section layouts, and common delivery boundaries. Treat the historical documents as calibration data, not as exact truth to copy.

3. Generate a quotation draft

After the requirement is normalized, run:

python3 scripts/generate_quote_draft.py \
  --input /path/to/requirement.md \
  --project-name "项目名称" \
  --vendor-name "深圳市小程序科技有限公司" \
  --quote-date "2026-04-07" \
  --tax-note "含税 1 个点普票" \
  --corpus /tmp/quotation-corpus.json \
  --sample-library assets/seed-quote-sample-library.json \
  --profiles assets/seed-quote-calibration-profiles.json \
  --rate-cards assets/seed-domain-rate-cards.json \
  --output-md /tmp/quote.md \
  --output-json /tmp/quote.json \
  --output-docx /tmp/quote.docx

The generator currently produces:

• Requirement summary
• Module-level quotation detail
• Role-based effort summary
• Suggested payment schedule
• Delivery boundaries
• Similar historical cases
• Open questions

The generator uses a hybrid estimation strategy:

• Start with transparent heuristic effort estimation
• Calibrate module prices against the structured sample library when matching historical samples exist
• Prefer stratified calibration profiles when category, domain, and channel signals are available
• Surface matched domain rate cards so the operator can quickly sanity-check the overall price band
• Emit calibration evidence in the markdown and JSON output

If the result feels off, revise the normalized requirement, refresh the sample library, or adjust the generated line items instead of hiding the uncertainty.

If the user needs a client-facing quotation file, prefer generating DOCX in the same run by passing --output-docx.

4. Review before presenting

Always check:

1. Whether third-party costs were incorrectly included in development fees
2. Whether AI, OCR, ERP, hardware, multi-end delivery, or private deployment require higher effort
3. Whether the quote is missing a management backend, testing, deployment, or maintenance phase
4. Whether the output clearly states assumptions, exclusions, and change-control rules

If the requirement is incomplete, still produce a draft, but add pending questions rather than silently guessing.

Resources

scripts/extract_docx_corpus.py

Use this script to mine historical quotation DOCX files under a directory and export a reusable JSON corpus.

scripts/generate_quote_draft.py

Use this script to convert a markdown requirement document into:

• A markdown quotation draft
• A machine-friendly JSON payload

scripts/build_quote_sample_library.py

Use this script after refreshing the corpus to extract reusable pricing samples such as:

• Project total prices
• Module or sub-system prices
• Design, testing, deployment, and distribution items
• Role-effort rows from staffing tables

Example:

python3 scripts/build_quote_sample_library.py \
  --corpus /tmp/quotation-corpus.json \
  --output /tmp/quote-sample-library.json

Use the resulting sample library to calibrate later estimators, detect common price bands, or build project-type-specific rate cards.

scripts/build_quote_calibration_profiles.py

Use this script to compile the sample library into stratified calibration profiles by:

• category
• domain mix
• delivery channel mix

Example:

python3 scripts/build_quote_calibration_profiles.py \
  --corpus /tmp/quotation-corpus.json \
  --sample-library /tmp/quote-sample-library.json \
  --output /tmp/quote-calibration-profiles.json

Use the generated profile file when you want calibration to distinguish between project types such as AI platforms, mini-program systems, app projects, or cross-border products.

scripts/build_domain_rate_cards.py

Use this script to compile domain-level rate cards for major project families such as:

• AI projects
• Mini-program projects
• APP projects
• Platform projects
• IoT projects
• Cross-border projects

Example:

python3 scripts/build_domain_rate_cards.py \
  --corpus /tmp/quotation-corpus.json \
  --sample-library /tmp/quote-sample-library.json \
  --output /tmp/domain-rate-cards.json

Use the rate card file to:

• show top-level price bands early
• provide a safer fallback when fine-grained profiles are sparse
• explain why one project family is priced differently from another

scripts/render_quote_docx.py

Use this script when you already have a quote JSON payload and need a formal Word document.

Example:

python3 scripts/render_quote_docx.py \
  --input-json /tmp/quote.json \
  --output-docx /tmp/quote.docx \
  --keep-html /tmp/quote.html

Implementation note:

• The script renders structured HTML first
• It then converts the HTML into .docx via macOS textutil
• This keeps the DOCX generation path dependency-light and easy to migrate
• The default renderer includes a cover block, summary info cards, numbered sections, and styled tables for a more business-ready quotation layout
• The renderer also supports template-aligned fields such as vendor name, quote date, and tax note so the generated DOCX can more closely match the existing quotation style

references/quotation-data-model.md

Read this file when you need the normalized input contract, output contract, and pricing heuristics.

references/openclaw-migration.md

Read this file when the user asks how to migrate the workflow into OpenClaw or how to keep interfaces stable for a later system integration.

references/openclaw-workflow.md

Read this file when the user wants the OpenClaw workflow broken into concrete nodes, execution order, fallback behavior, or migration order.

references/validation-report.md

Read this file when the user asks how well the current system performs on real historical examples or what the next calibration targets should be.

assets/quotation-template.md

Use this template when you need a human-edited quotation shell or a baseline format for a later DOCX renderer.

assets/seed-quote-sample-library.json

Use this as a seed dataset extracted from /Users/m1/Documents/price. It is useful for inspection, prototyping, and downstream OpenClaw migration, but it should be refreshable rather than treated as immutable truth.

assets/seed-quote-calibration-profiles.json

Use this as the seed stratified rate-card layer built from the seed sample library. Prefer it over the flat sample library when the current project has a clear domain and channel signature.

assets/seed-domain-rate-cards.json

Use this as the seed domain rate-card layer. It summarizes the median total project price and median category prices for each major project domain.

assets/openclaw-node-contracts.json

Use this as the machine-readable contract sketch for an OpenClaw implementation. It describes the primary nodes, their inputs, and their outputs.

Editing Guidance

Prefer this sequence when doing real work with the skill:

1. Normalize the requirement into structured markdown
2. Refresh the corpus if the historical files changed
3. Generate the draft markdown and JSON
4. Review and tighten assumptions
5. If needed, convert the markdown into a branded Word document in a separate step

Keep runtime logic lightweight:

• Prefer python3 plus standard library
• Keep paths configurable
• Keep JSON output stable for downstream systems
• Keep OCR or vision outside this skill and upstream of the estimation step

Output Standard

The final response to the user should usually include:

1. A short pricing conclusion
2. The main assumptions and exclusions
3. The generated quote file locations
4. Any open questions that materially affect price