docs: add migration notebook and clarify export usage

studies/202512_GenesysCX/ctm-token-calculator/README.md

@@ -33,8 +33,9 @@ mercury --working-dir notebooks/
 # Or work on them directly in JupyterLab
 jupyter lab notebooks/
 
-# Export the corrected business case as LLM-readable report sources
-# (exports/*.html for review, exports/*.md for feeding an LLM)
+# Export the business-case notebooks as LLM-readable report sources
+# (exports/*.html for review, exports/*.md for feeding an LLM;
+#  optional filter: python scripts/export_report.py migration)
 python scripts/export_report.py
 
 # Tests
@@ -46,17 +47,18 @@ pytest
 **The notebooks are the deliverables.** All math lives in the pure-Python
 `tokencalc/` library; the notebooks are thin presentation layers over it.
 [Mercury](https://runmercury.com) serves them as interactive web apps — the
-`mercury` input widgets in `ctm_business_case_corrected.ipynb` let you tune
+`mercury` input widgets in the business-case notebooks let you tune
 contract values, termination dates, token assumptions, and implementation
-pricing live for a client, and headless runs (nbconvert, the section-10 regression
-gate) simply use the widget defaults. `scripts/export_report.py` executes the
-notebook and writes HTML + markdown to `exports/`; the notebook's section-12
-machine-readable appendix carries every number behind the figures so an LLM
-can draft the client report from the export.
+pricing live for a client, and headless runs (nbconvert, each notebook's
+regression-gate section) simply use the widget defaults. `scripts/export_report.py`
+executes the notebooks and writes HTML + markdown to `exports/`; each notebook's
+machine-readable appendix section carries every number behind the figures so an
+LLM can draft the client report from the export.
 
 | Notebook | Purpose |
 |---|---|
 | `notebooks/ctm_business_case_corrected.ipynb` | Client-facing corrected business case (Mercury-interactive) |
+| `notebooks/ctm_migration_wfm.ipynb` | Migration + WFM only, all AI removed — the no-AI floor of the case (Mercury-interactive) |
 | `notebooks/ctm_token_calculator.ipynb` | Full token-cost / scenario workbench |
 
 | Module | Purpose |

studies/202512_GenesysCX/ctm-token-calculator/config.toml

@@ -18,9 +18,10 @@ notebooks_button_label = "Analyses"
 header = "CTM × Genesys CCaaS"
 message = """
 Interactive business-case notebooks. **Corrected Business Case** keeps
-Genesys's claimed benefits verbatim and adds the costs the pitch omitted —
-tune the 🟡 inputs live for the client, then export the personalized report
-source with `python scripts/export_report.py`.
+Genesys's claimed benefits verbatim and adds the costs the pitch omitted;
+**Migration + WFM** strips out every AI capability and prices the platform
+move alone. Tune the 🟡 inputs live for the client, then export the
+personalized report source with `python scripts/export_report.py`.
 """
 
 [theme]

studies/202512_GenesysCX/ctm-token-calculator/scripts/export_report.py

@@ -1,15 +1,17 @@
-"""Export the corrected business case notebook as LLM-readable report sources.
+"""Export the deliverable notebooks as LLM-readable report sources.
 
-Executes the notebook fresh (widget defaults — or whatever defaults you edit in),
+Executes each notebook fresh (widget defaults — or whatever defaults you edit in),
 then writes both formats to exports/:
 
-  exports/ctm_business_case_corrected.html  — human-reviewable, tables render
-  exports/ctm_business_case_corrected.md    — leanest LLM input
+  exports/<notebook>.html  — human-reviewable, tables render
+  exports/<notebook>.md    — leanest LLM input
 
-Plotly figures export as JavaScript an LLM cannot read; the notebook's section-12
-machine-readable appendix carries every number behind them.
+Plotly figures export as JavaScript an LLM cannot read; each notebook's
+machine-readable appendix section carries every number behind them.
 
-Run from the project root:  python scripts/export_report.py
+Run from the project root:  python scripts/export_report.py [name-filter]
+An optional argument exports only notebooks whose filename contains it,
+e.g.  python scripts/export_report.py migration
 """
 from __future__ import annotations
 
@@ -18,18 +20,26 @@ import sys
 from pathlib import Path
 
 ROOT = Path(__file__).resolve().parent.parent
-NOTEBOOK = ROOT / "notebooks" / "ctm_business_case_corrected.ipynb"
+NOTEBOOKS = [
+    ROOT / "notebooks" / "ctm_business_case_corrected.ipynb",
+    ROOT / "notebooks" / "ctm_migration_wfm.ipynb",
+]
 EXPORTS = ROOT / "exports"
 
 
 def main() -> None:
+    picked = [nb for nb in NOTEBOOKS
+              if len(sys.argv) < 2 or sys.argv[1] in nb.name]
+    if not picked:
+        sys.exit(f"no notebook matches {sys.argv[1]!r}")
     EXPORTS.mkdir(exist_ok=True)
-    for fmt in ("html", "markdown"):
-        subprocess.run(
-            [sys.executable, "-m", "nbconvert", "--execute",
-             "--to", fmt, "--output-dir", str(EXPORTS), str(NOTEBOOK)],
-            check=True, cwd=ROOT,
-        )
+    for nb in picked:
+        for fmt in ("html", "markdown"):
+            subprocess.run(
+                [sys.executable, "-m", "nbconvert", "--execute",
+                 "--to", fmt, "--output-dir", str(EXPORTS), str(nb)],
+                check=True, cwd=ROOT,
+            )
     for p in sorted(EXPORTS.iterdir()):
         if p.suffix in (".html", ".md"):
             print(f"wrote {p.relative_to(ROOT)} ({p.stat().st_size / 1024:,.0f} KB)")

studies/202512_GenesysCX/ctm-token-calculator/tests/test_migration_wfm.py

@@ -0,0 +1,66 @@
+"""Migration + WFM (no-AI) scenario — hand-check acceptance numbers."""
+
+from __future__ import annotations
+
+import pytest
+
+from tokencalc import appendix4 as a4
+from tokencalc import migration_wfm as mw
+from tokencalc.defaults import CTM_DEFAULT_SITES
+
+SITES = list(CTM_DEFAULT_SITES)
+
+
+def _default_benefit_rollout():
+    _, _, benefit_rollout = a4.build_rollouts(SITES)
+    return benefit_rollout
+
+
+def test_wfm_scope_and_verbatim_total():
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    assert set(ben["capability"]) == {"WFM"}
+    assert set(ben["region"]) == set(mw.DEFAULT_WFM_REGIONS)
+    assert "EMEA" not in set(ben["region"]), "EMEA WFM is out of scope"
+    # NA $0 (migration) + ANZ $1.4M + ASIA $914K — verbatim, exact.
+    assert ben["benefit"].sum() == pytest.approx(2_314_000)
+
+
+def test_wfm_phasing_on_deck_schedule():
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    by_year = ben.groupby("year")["benefit"].sum()
+    assert by_year[2026] == 0.0
+    # ANZ realizes Dec 2027 (1 of 13 live months lands in 2027).
+    assert by_year[2027] == pytest.approx(1_400_000 / 13)
+    assert by_year[2028] == pytest.approx(2_314_000 - 1_400_000 / 13)
+
+
+def test_runrate_saving_annual():
+    # (7.3M − 4.3M) licence + 1.3M ANZ + 1.6M ASIA + 0 NA = 5.9M.
+    assert mw.wfm_annual_runrate() == pytest.approx(2_900_000)
+    assert mw.runrate_saving_annual() == pytest.approx(5_900_000)
+    assert mw.runrate_saving_annual(regions=["NA"]) == pytest.approx(3_000_000)
+    assert mw.runrate_saving_annual(licence_annual=4_800_000,
+                                    regions=[]) == pytest.approx(2_500_000)
+
+
+def test_breakeven_extrapolates_past_window():
+    cs = a4.current_state_inputs(SITES)
+    cur = a4.current_costs_by_year(cs)
+    lic = a4.licence_costs_by_year()
+    ps = a4.ps_costs_by_year()
+    total = {y: cur[y] + lic[y] + ps[y] for y in a4.YEARS}
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    ben_y = {y: float(ben.loc[ben.year == y, "benefit"].sum()) for y in a4.YEARS}
+    inc, net = a4.case_flows(total, ben_y)
+    assert sum(net.values()) == pytest.approx(-1_553_000, abs=1_000)
+    label = mw.runrate_breakeven_label(net, mw.runrate_saving_annual())
+    assert label == "40 months (~Apr 2029, extrapolated)"
+
+
+def test_breakeven_defers_in_window_and_guards_zero_runrate():
+    positive = {2026: 1_000_000.0, 2027: 0.0, 2028: 0.0}
+    assert mw.runrate_breakeven_label(positive, 5_900_000) == \
+        a4.payback_label(positive)
+    negative = {2026: -1_000_000.0, 2027: 0.0, 2028: 0.0}
+    assert mw.runrate_breakeven_label(negative, 0.0) == \
+        "never at current run-rate"

studies/202512_GenesysCX/ctm-token-calculator/tokencalc/migration_wfm.py

@@ -0,0 +1,83 @@
+"""
+Migration + WFM scenario — the no-AI business case.
+
+Current state → Genesys Cloud CX migration, NA users migrated onto
+Genesys WFM, WFM implemented for APAC (ANZ + ASIA). Migration and WFM
+are included in the base implementation price (the verbatim PS +
+training), so the only cost lines are the existing-platform run-off,
+the licence ramp, and base PS — no token consumption, no AI
+implementation labour. The only benefits kept are the deck's verbatim
+WFM lines for the regions in WFM scope.
+
+Single source of truth behind ``notebooks/ctm_migration_wfm.ipynb``
+(served with Mercury) — the presentation layer holds no math. All
+primitives come from :mod:`tokencalc.appendix4`; this module only
+scopes and extrapolates.
+"""
+
+from __future__ import annotations
+
+import math
+
+import pandas as pd
+
+from . import appendix4 as a4
+
+#: WFM scope in this scenario. NA is a migration off its existing
+#: WFM-like tool (verbatim benefit $0 — "has similar feature"); ANZ and
+#: ASIA are new implementations ("APAC"); EMEA is out of scope, so the
+#: deck's EMEA WFM benefit line is dropped.
+DEFAULT_WFM_REGIONS = ["NA", "ANZ", "ASIA"]
+
+
+def wfm_benefits_by_year(
+    benefit_rollout, regions: list[str] | None = None
+) -> pd.DataFrame:
+    """Verbatim WFM benefits for the scoped regions, phased on the
+    deck's deployment schedule (realize = impl + 3 months, inclusive).
+
+    Long DataFrame: region, capability, year, benefit — the WFM slice
+    of :func:`tokencalc.appendix4.benefits_by_year`.
+    """
+    scope = DEFAULT_WFM_REGIONS if regions is None else regions
+    df = a4.benefits_by_year(benefit_rollout)
+    return df[(df["capability"] == "WFM")
+              & (df["region"].isin(scope))].reset_index(drop=True)
+
+
+def wfm_annual_runrate(regions: list[str] | None = None) -> float:
+    """Sum of the verbatim WFM *annual* values for the scoped regions."""
+    scope = DEFAULT_WFM_REGIONS if regions is None else regions
+    return float(sum(annual for (r, c), (annual, _t) in
+                     a4.VERBATIM_BENEFITS.items()
+                     if c == "WFM" and r in scope))
+
+
+def runrate_saving_annual(
+    licence_annual: float | None = None,
+    regions: list[str] | None = None,
+    baseline_annual: float | None = None,
+) -> float:
+    """Steady-state annual saving once term contracts end and the ramp
+    is over: (baseline − licence run-rate) + scoped WFM annual values.
+    """
+    lic = a4.TCO_VERBATIM["ccaas_annual"] if licence_annual is None else licence_annual
+    base = a4.TCO_VERBATIM["current_annual"] if baseline_annual is None else baseline_annual
+    return (base - lic) + wfm_annual_runrate(regions)
+
+
+def runrate_breakeven_label(
+    net_by_year: dict[int, float], runrate_annual: float
+) -> str:
+    """Payback label, extrapolated past the model window at a run-rate.
+
+    Inside 2026-28 this defers to :func:`tokencalc.appendix4.payback_label`;
+    a deficit at end-2028 fills at ``runrate_annual`` per year.
+    """
+    deficit = -sum(net_by_year[y] for y in a4.YEARS)
+    if deficit <= 0:
+        return a4.payback_label(net_by_year)
+    if runrate_annual <= 0:
+        return "never at current run-rate"
+    m = 12 * len(a4.YEARS) + math.ceil(12 * deficit / runrate_annual)
+    return f"{m} months (~{a4.month_label(m)}, extrapolated)"