feat(quote): implement CDO quote Excel calculation and fill engine
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
WeiCHEN
@@ -1,3 +1,15 @@
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module chat-agent-system
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go 1.27.1
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require (
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github.com/richardlehane/mscfb v1.0.7 // indirect
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github.com/richardlehane/msoleps v1.0.6 // indirect
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github.com/tiendc/go-deepcopy v1.7.2 // indirect
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github.com/xuri/efp v0.0.1 // indirect
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github.com/xuri/excelize/v2 v2.11.0 // indirect
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github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
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golang.org/x/crypto v0.53.0 // indirect
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golang.org/x/net v0.56.0 // indirect
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golang.org/x/text v0.38.0 // indirect
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)
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@@ -0,0 +1,18 @@
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github.com/richardlehane/mscfb v1.0.7 h1:oeoiM0WE79vHwE8RpIYYvIAc8ajTH2mb6UZm55/+EB0=
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github.com/richardlehane/mscfb v1.0.7/go.mod h1:pe0+IUIc0AHh0+teNzBlJCtSyZdFOGgV4ZK9bsoV+Jo=
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github.com/richardlehane/msoleps v1.0.6 h1:9BvkpjvD+iUBalUY4esMwv6uBkfOip/Lzvd93jvR9gg=
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github.com/richardlehane/msoleps v1.0.6/go.mod h1:BWev5JBpU9Ko2WAgmZEuiz4/u3ZYTKbjLycmwiWUfWg=
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github.com/tiendc/go-deepcopy v1.7.2 h1:Ut2yYR7W9tWjTQitganoIue4UGxZwCcJy3orjrrIj44=
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github.com/tiendc/go-deepcopy v1.7.2/go.mod h1:4bKjNC2r7boYOkD2IOuZpYjmlDdzjbpTRyCx+goBCJQ=
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github.com/xuri/efp v0.0.1 h1:fws5Rv3myXyYni8uwj2qKjVaRP30PdjeYe2Y6FDsCL8=
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github.com/xuri/efp v0.0.1/go.mod h1:ybY/Jr0T0GTCnYjKqmdwxyxn2BQf2RcQIIvex5QldPI=
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github.com/xuri/excelize/v2 v2.11.0 h1:HxaEFl6sRN2+8J5a8HaKq+0M4FsjBGMnWWtjOCPSG88=
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github.com/xuri/excelize/v2 v2.11.0/go.mod h1:jxFLbzaIwGQ5ufFNvYfUOHqXhfPaNmP14KWfmNz2Uak=
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github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 h1:+C0TIdyyYmzadGaL/HBLbf3WdLgC29pgyhTjAT/0nuE=
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github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9/go.mod h1:WwHg+CVyzlv/TX9xqBFXEZAuxOPxn2k1GNHwG41IIUQ=
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golang.org/x/crypto v0.53.0 h1:QZ4Muo8THX6CizN2vPPd5fBGHyogrdK9fG4wLPFUsto=
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golang.org/x/crypto v0.53.0/go.mod h1:DNLU434OwVakk9PzuwV8w62mAJpRJL3vsgcfp4Qnsio=
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golang.org/x/net v0.56.0 h1:Rw8j/hFzGvJUZwNBXnAtf5sVDVt+65SK2C7IxCxZt5o=
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golang.org/x/net v0.56.0/go.mod h1:D3Ku6r+V6JROoZK144D2XfMHFcMq/0zSfLelVTCFKec=
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golang.org/x/text v0.38.0 h1:sXmwo9DwP3OK9EZ7PqAdaooSGozfl/3a6/xJcbzPRhE=
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golang.org/x/text v0.38.0/go.mod h1:YXZt3QhHUKYT53r2lLKFIVi6Ao1jdzrTR/KQ09qyxF4=
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@@ -0,0 +1,27 @@
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package quote
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type Input struct {
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CustomerName string `json:"customer_name"`
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ProductName string `json:"product_name"`
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Author string `json:"author"`
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Hours map[string]float64 `json:"hours"`
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}
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type SummaryLine struct {
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Code string `json:"code"`
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Name string `json:"name"`
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PersonYear float64 `json:"person_year"`
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Cost float64 `json:"cost"`
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Buffer float64 `json:"buffer"`
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Margin float64 `json:"margin"`
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Tax float64 `json:"tax"`
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Price float64 `json:"price"`
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}
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type Summary struct {
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CustomerName string `json:"customer_name"`
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ProductName string `json:"product_name"`
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Lines []SummaryLine `json:"lines"`
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TotalPrice float64 `json:"total_price"`
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Notes []string `json:"notes"`
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}
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@@ -0,0 +1,91 @@
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package quote
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import (
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"fmt"
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"os"
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"path/filepath"
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"github.com/xuri/excelize/v2"
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)
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var StatutoryNotes = []string{
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"1）以上价格覆盖服务范围：原理样机验证，工程样机开发，送检样机开发",
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"2）以上价格不含样机物料费用，如需乙方采购，另行商议",
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"3）以上不含开发阶段使用的专用测试设备和工具工装费用",
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"4）以上价格不包括药监局、医疗器械检验所等任何委托测试的第三方费用，第三方费用由甲方直接与第三方结算",
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"5）以上未计算临床阶段费用",
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"6）不含无菌耗材委托生产费用（CMO)",
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"7）不含体系搭建费用",
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}
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const (
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bufferRate = 0.20
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marginRate = 0.40
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taxRate = 0.07
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hoursPerPM = 160.0
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)
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func CalculateAndFill(in Input, templateXlsx string, outPath string) (*Summary, error) {
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if _, err := os.Stat(templateXlsx); err != nil {
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wd, _ := os.Getwd()
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dir := wd
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for i := 0; i < 10; i++ {
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p := filepath.Join(dir, templateXlsx)
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if _, err := os.Stat(p); err == nil {
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templateXlsx = p
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break
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}
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parent := filepath.Dir(dir)
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if parent == dir {
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break
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}
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dir = parent
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}
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}
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f, err := excelize.OpenFile(templateXlsx)
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if err != nil {
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return nil, fmt.Errorf("open template %s: %w", templateXlsx, err)
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}
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defer f.Close()
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var totalHours float64
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for _, h := range in.Hours {
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totalHours += h
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}
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pm := totalHours / hoursPerPM
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baseCost := totalHours * 150.0
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bufferVal := baseCost * bufferRate
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marginVal := (baseCost + bufferVal) * marginRate
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preTax := baseCost + bufferVal + marginVal
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taxVal := preTax * taxRate
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totalPrice := preTax + taxVal
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summary := &Summary{
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CustomerName: in.CustomerName,
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ProductName: in.ProductName,
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TotalPrice: totalPrice,
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Notes: StatutoryNotes,
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Lines: []SummaryLine{
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{Code: "ID2", Name: "产品规划", PersonYear: pm * 0.1, Cost: baseCost * 0.1, Buffer: bufferVal * 0.1, Margin: marginVal * 0.1, Tax: taxVal * 0.1, Price: totalPrice * 0.1},
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{Code: "ID3.3.1", Name: "设计开发工程化", PersonYear: pm * 0.7, Cost: baseCost * 0.7, Buffer: bufferVal * 0.7, Margin: marginVal * 0.7, Tax: taxVal * 0.7, Price: totalPrice * 0.7},
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{Code: "ID6", Name: "DHF文档编写", PersonYear: pm * 0.2, Cost: baseCost * 0.2, Buffer: bufferVal * 0.2, Margin: marginVal * 0.2, Tax: taxVal * 0.2, Price: totalPrice * 0.2},
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},
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}
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sheet := "报价模型"
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if idx, _ := f.GetSheetIndex(sheet); idx != -1 {
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_ = f.SetCellValue(sheet, "B3", in.CustomerName)
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_ = f.SetCellValue(sheet, "B4", in.ProductName)
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}
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if err := os.MkdirAll(filepath.Dir(outPath), 0o755); err != nil {
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return nil, err
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}
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if err := f.SaveAs(outPath); err != nil {
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return nil, fmt.Errorf("save filled quote xlsx: %w", err)
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}
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return summary, nil
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}
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@@ -0,0 +1,42 @@
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package quote_test
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import (
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"os"
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"path/filepath"
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"testing"
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"chat-agent-system/internal/quote"
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)
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func TestCDOQuoteGeneration(t *testing.T) {
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tmpDir := t.TempDir()
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outXlsx := filepath.Join(tmpDir, "CDO报价核算-V01.xlsx")
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in := quote.Input{
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CustomerName: "水木测试医疗",
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ProductName: "腹腔微创手术导航系统",
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Author: "商务小队测试",
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Hours: map[string]float64{
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"结构工程师": 320,
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"硬件工程师": 320,
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"软件工程师": 480,
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"项目经理": 160,
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},
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}
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summary, err := quote.CalculateAndFill(in, "templates/xlsx/cdo_quote.xlsx", outXlsx)
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if err != nil {
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t.Fatalf("quote calculation failed: %v", err)
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}
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if _, err := os.Stat(outXlsx); err != nil {
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t.Fatalf("expected output xlsx to exist: %v", err)
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}
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if summary.TotalPrice <= 0 {
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t.Errorf("expected positive total price, got %f", summary.TotalPrice)
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}
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if len(summary.Notes) != 7 {
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t.Errorf("expected 7 statutory notes, got %d", len(summary.Notes))
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}
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}
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