generate-estimate

# Generate Estimate Follow the `document-rules` skill (`${CLAUDE_PLUGIN_ROOT}/skills/document-rules/SKILL.md`) and the `document-generator` skill (`${CLAUDE_PLUGIN_ROOT}/skills/document-generator/SKILL.md`): the first holds the mandatory rules, the second the generation process. Read both before Step 1. Generate a detailed, professional cost estimate with phase-based pricing, team composition, timeline, scope, and payment schedule. ## Arguments Format: `<estimate-number> [--company <name>] [--client <name>]` - estimate-number: Estimate reference number (required) - --company: Your company name (optional, loaded from preferences) - --client: Client name (optional) Parse from "$ARGUMENTS". ## Process 1. **Plugin directory:** Scripts and templates live under `${CLAUDE_PLUGIN_ROOT}` (Claude Code substitutes it with the installed plugin path). Use it as is; do not search for the plugin. 2. **Check dependencies:** ```bash node "${CLAUDE_PLUGIN_ROOT}/scripts/check_deps.js" ``` If `ready` is false, show what is missing and ask permission to run the listed `installCommands`. (`ready` covers Node, the npm modules and the Playwright browser; pandoc and the PDF engines are optional extras listed in `missing`.) 3. **Gather data from user (structured for detailed estimate):** **Required:** - Company info (from preferences or ask): name, address, email, phone - Client info: company name, contact person, address, email - Estimate number and date - Project executive summary (2-4 sentences) - Scope of work: - Description (what the project is) - Inclusions list (what IS included) - Exclusions list (what is NOT included) - Assumptions list (conditions/prerequisites) - Team composition: role, hourly rate, allocation % for each member - Phases with tasks: for each phase: - Phase name (e.g., "Phase 1: Discovery & Planning") - Phase color (optional, defaults provided) - Tasks: description, role, hours, rate for each task - Timeline: total duration + phases with start/end weeks and milestones - Payment schedule: milestones with percentage splits **Optional:** - Optional items / add-ons (shown separately from total) - Contingency percentage and label (default: 10%) - Tax amount - Discount amount - Validity period (default: 30 days) - Terms and conditions (array of {title, text}) - Acceptance/signature block (default: enabled) - Notes 4. **Read template:** ```bash cat "${CLAUDE_PLUGIN_ROOT}/templates/estimate_template.json" ``` 5. **Build JSON input:** ALWAYS use `"phases"` format (not flat `"items"`). Structure: ```json { "type": "estimate", "outputPath": "...", "data": { "estimateNumber": "EST-2026-001", "date": "...", "validDays": 30, "companyInfo": { "name": "", "address": "", "email": "", "phone": "" }, "recipient": { "name": "", "contactPerson": "", "address": "", "email": "" }, "executiveSummary": "...", "scope": { "description": "...", "inclusions": ["..."], "exclusions": ["..."], "assumptions": ["..."] }, "team": [ { "role": "Project Manager", "rate": 120, "rateUnit": "hour", "allocation": "25%" } ], "phases": [ { "name": "Phase 1: Discovery", "color": "#6366F1", "tasks": [ { "description": "Requirements gathering", "role": "Project Manager", "hours": 16, "rate": 120 } ] } ], "optionalItems": [ { "description": "...", "hours": 40, "rate": 175, "total": 7000 } ], "contingency": { "percent": 10, "label": "Risk contingency" }, "timeline": { "totalDuration": "12 weeks", "phases": [ { "name": "Discovery", "startWeek": 1, "endWeek": 3, "milestones": ["..."], "color": "#6366F1" } ] }, "paymentSchedule": [ { "milestone": "Project kickoff", "percent": 30, "dueDate": "Upon signing" } ], "terms": [ { "title": "Payment Terms", "text": "..." } ], "acceptance": { "enabled": true } } } ``` Write to `.doc_input.json`. 6. **Generate PDF:** ```bash node "${CLAUDE_PLUGIN_ROOT}/scripts/generate_pdf.js" /absolute/path/.doc_input.json ``` 7. **Deliver result:** Show file path, size, and summary (total, phases count, timeline, team size). ## Phase Color Palette (suggested defaults) - Phase 1: `#6366F1` (indigo) - Phase 2: `#8B5CF6` (violet) - Phase 3: `#A78BFA` (purple) - Phase 4: `#C4B5FD` (lavender) - Phase 5: `#818CF8` (blue-indigo) ## Example Usage ``` /document-generator-ops:generate-estimate "EST-2026-001" --company "TechCo" --client "Acme Corp" /document-generator-ops:generate-estimate "Q-042" ```