feat: add locale formatting config and update notebook outputs
Add configurable locale/display formatting environment variables (`PALLADIUM_CURRENCY_SYMBOL`, `PALLADIUM_THOUSANDS_SEP`, `PALLADIUM_DECIMAL_SEP`) to support regional number formatting in the Streamlit app. Update `.env.example` with documentation for these new variables. Also refresh `00_setup.ipynb` with current execution outputs reflecting a live Athena connection with report templates, a selected client (Global Guardian Insurance, ID=2), and resolved NameError in assumption override cells.
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@@ -21,7 +21,7 @@
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"cell_type": "code",
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"execution_count": 5,
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"execution_count": 2,
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"id": "5bcc7740",
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"metadata": {},
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"outputs": [
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@@ -58,7 +58,7 @@
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},
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{
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"cell_type": "code",
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"execution_count": 6,
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"execution_count": 3,
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"id": "386ae38b",
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"metadata": {},
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"outputs": [
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@@ -111,7 +111,7 @@
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},
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{
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"cell_type": "code",
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"execution_count": 7,
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"execution_count": 4,
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"id": "dc46ab46",
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"metadata": {},
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"outputs": [
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@@ -198,20 +198,89 @@
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},
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{
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"cell_type": "code",
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"execution_count": 12,
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"execution_count": 5,
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"id": "4070b9c2",
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"metadata": {},
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"outputs": [
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{
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"ename": "AttributeError",
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"evalue": "'TEIClient' object has no attribute 'list_clients'",
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"output_type": "error",
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"traceback": [
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"\u001b[31m---------------------------------------------------------------------------\u001b[39m",
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"\u001b[31mAttributeError\u001b[39m Traceback (most recent call last)",
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"\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[12]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m 1\u001b[39m CLIENT_SEARCH = \u001b[33m\"Global\"\u001b[39m \u001b[38;5;66;03m# e.g. \"Acme\" — empty lists everyone\u001b[39;00m\n\u001b[32m 2\u001b[39m \n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m clients = client.list_clients(search=CLIENT_SEARCH \u001b[38;5;28;01mor\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m)\n\u001b[32m 4\u001b[39m \u001b[38;5;28;01mif\u001b[39;00m clients:\n\u001b[32m 5\u001b[39m display(pd.DataFrame(clients)[\n\u001b[32m 6\u001b[39m [c for c in (\"id\", \"name\", \"vertical\", \"client_type\", \"employee_count\",\n",
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"\u001b[31mAttributeError\u001b[39m: 'TEIClient' object has no attribute 'list_clients'"
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]
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"data": {
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"text/html": [
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"<div>\n",
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"<style scoped>\n",
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" .dataframe tbody tr th:only-of-type {\n",
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" vertical-align: middle;\n",
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" }\n",
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"\n",
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" .dataframe tbody tr th {\n",
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" vertical-align: top;\n",
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" }\n",
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"\n",
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" .dataframe thead th {\n",
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" text-align: right;\n",
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" }\n",
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"</style>\n",
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"<table border=\"1\" class=\"dataframe\">\n",
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" <thead>\n",
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" <tr style=\"text-align: right;\">\n",
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" <th></th>\n",
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" <th>id</th>\n",
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" <th>name</th>\n",
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" <th>vertical</th>\n",
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" <th>client_type</th>\n",
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" <th>employee_count</th>\n",
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" <th>contact_center_agent_count</th>\n",
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" <th>supervisor_count</th>\n",
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" </tr>\n",
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" </thead>\n",
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" <tbody>\n",
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" <tr>\n",
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" <th>0</th>\n",
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" <td>2</td>\n",
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" <td>Global Guardian Insurance</td>\n",
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" <td>None</td>\n",
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" <td>For-Profit</td>\n",
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" <td>12000</td>\n",
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" <td>2500</td>\n",
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" <td>None</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>1</th>\n",
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" <td>3</td>\n",
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" <td>Eudaimonix</td>\n",
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" <td>None</td>\n",
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" <td>For-Profit</td>\n",
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" <td>1500</td>\n",
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" <td>300</td>\n",
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" <td>None</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>2</th>\n",
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" <td>4</td>\n",
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" <td>Aetherium Forge</td>\n",
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" <td>None</td>\n",
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" <td>For-Profit</td>\n",
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" <td>500</td>\n",
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" <td>42</td>\n",
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" <td>None</td>\n",
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" </tr>\n",
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" </tbody>\n",
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"</table>\n",
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"</div>"
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],
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"text/plain": [
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" id name vertical client_type employee_count \\\n",
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"0 2 Global Guardian Insurance None For-Profit 12000 \n",
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"1 3 Eudaimonix None For-Profit 1500 \n",
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"2 4 Aetherium Forge None For-Profit 500 \n",
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"\n",
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" contact_center_agent_count supervisor_count \n",
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"0 2500 None \n",
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"1 300 None \n",
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"2 42 None "
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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@@ -230,24 +299,112 @@
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},
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{
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"cell_type": "code",
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"execution_count": 10,
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"execution_count": 6,
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"id": "4e97978c",
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"metadata": {},
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"outputs": [
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{
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"ename": "NameError",
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"evalue": "name 'clients' is not defined",
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"output_type": "error",
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"traceback": [
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"\u001b[31m---------------------------------------------------------------------------\u001b[39m",
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"\u001b[31mNameError\u001b[39m Traceback (most recent call last)",
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"\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[10]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m 1\u001b[39m CLIENT_ID = \u001b[38;5;28;01mNone\u001b[39;00m \u001b[38;5;66;03m# ← set from the `id` column above, or leave for auto-pick\u001b[39;00m\n\u001b[32m 2\u001b[39m \n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m \u001b[38;5;28;01mif\u001b[39;00m CLIENT_ID \u001b[38;5;28;01mis\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m \u001b[38;5;28;01mand\u001b[39;00m len(clients) == \u001b[32m1\u001b[39m:\n\u001b[32m 4\u001b[39m CLIENT_ID = clients[\u001b[32m0\u001b[39m][\u001b[33m\"id\"\u001b[39m]\n\u001b[32m 5\u001b[39m print(f\"Auto-selected the only client: {clients[\u001b[32m0\u001b[39m][\u001b[33m'name'\u001b[39m]} (id={CLIENT_ID})\")\n\u001b[32m 6\u001b[39m \u001b[38;5;28;01massert\u001b[39;00m CLIENT_ID \u001b[38;5;28;01mis\u001b[39;00m \u001b[38;5;28;01mnot\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m, \u001b[33m\"Set CLIENT_ID from the table above and re-run this cell.\"\u001b[39m\n",
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"\u001b[31mNameError\u001b[39m: name 'clients' is not defined"
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"\n",
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"Client profile — no re-entry needed downstream:\n"
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]
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},
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{
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"data": {
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"text/html": [
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"<div>\n",
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"<style scoped>\n",
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" vertical-align: middle;\n",
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" }\n",
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"\n",
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" .dataframe tbody tr th {\n",
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" vertical-align: top;\n",
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" }\n",
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"\n",
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" .dataframe thead th {\n",
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" text-align: right;\n",
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" }\n",
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"</style>\n",
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"<table border=\"1\" class=\"dataframe\">\n",
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" <thead>\n",
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" <tr style=\"text-align: right;\">\n",
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" <th></th>\n",
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" <th>Global Guardian Insurance</th>\n",
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" </tr>\n",
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" </thead>\n",
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" <tbody>\n",
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" <tr>\n",
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" <th>id</th>\n",
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" <td>2</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>name</th>\n",
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" <td>Global Guardian Insurance</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>abbreviated_name</th>\n",
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" <td>GGI</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>vertical</th>\n",
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" <td>None</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>client_type</th>\n",
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" <td>For-Profit</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>employee_count</th>\n",
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" <td>12000</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>revenue</th>\n",
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" <td>4500000000.0</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>contact_center_agent_count</th>\n",
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" <td>2500</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>service_desk_agent_count</th>\n",
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" <td>300</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>supervisor_count</th>\n",
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" <td>None</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>location_count</th>\n",
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" <td>120</td>\n",
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" </tr>\n",
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" </tbody>\n",
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"</table>\n",
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"</div>"
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],
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"text/plain": [
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" Global Guardian Insurance\n",
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"id 2\n",
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"name Global Guardian Insurance\n",
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"abbreviated_name GGI\n",
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"vertical None\n",
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"client_type For-Profit\n",
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"employee_count 12000\n",
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"revenue 4500000000.0\n",
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"contact_center_agent_count 2500\n",
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"service_desk_agent_count 300\n",
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"supervisor_count None\n",
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"location_count 120"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"CLIENT_ID = None # ← set from the `id` column above, or leave for auto-pick\n",
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"CLIENT_ID = 2 # ← set from the `id` column above, or leave for auto-pick\n",
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"\n",
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"if CLIENT_ID is None and len(clients) == 1:\n",
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" CLIENT_ID = clients[0][\"id\"]\n",
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@@ -274,19 +431,60 @@
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},
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{
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"cell_type": "code",
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"execution_count": 11,
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"execution_count": 7,
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"id": "fcccc591",
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"metadata": {},
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"outputs": [
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{
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"ename": "NameError",
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"evalue": "name 'profile' is not defined",
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"output_type": "error",
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"traceback": [
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"\u001b[31m---------------------------------------------------------------------------\u001b[39m",
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"\u001b[31mNameError\u001b[39m Traceback (most recent call last)",
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"\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[11]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m 1\u001b[39m CLIENT_ASSUMPTIONS = dict(seed.ASSUMPTIONS)\n\u001b[32m 2\u001b[39m overrides = {\n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m \u001b[33m\"agents_fte\"\u001b[39m: profile.get(\u001b[33m\"contact_center_agent_count\"\u001b[39m),\n\u001b[32m 4\u001b[39m \u001b[33m\"supervisors_fte\"\u001b[39m: profile.get(\u001b[33m\"supervisor_count\"\u001b[39m),\n\u001b[32m 5\u001b[39m }\n\u001b[32m 6\u001b[39m rows = []\n",
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"\u001b[31mNameError\u001b[39m: name 'profile' is not defined"
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"data": {
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"text/html": [
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"<div>\n",
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"<style scoped>\n",
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" .dataframe tbody tr th:only-of-type {\n",
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" vertical-align: middle;\n",
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" }\n",
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"\n",
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" .dataframe tbody tr th {\n",
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" vertical-align: top;\n",
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" }\n",
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"\n",
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" .dataframe thead th {\n",
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" text-align: right;\n",
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" }\n",
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"</style>\n",
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"<table border=\"1\" class=\"dataframe\">\n",
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" <thead>\n",
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" <tr style=\"text-align: right;\">\n",
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" <th></th>\n",
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" <th>assumption</th>\n",
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" <th>Forrester composite</th>\n",
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" <th>Global Guardian Insurance (CRM)</th>\n",
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" </tr>\n",
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" </thead>\n",
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" <tbody>\n",
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" <tr>\n",
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" <th>0</th>\n",
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" <td>agents_fte</td>\n",
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" <td>2000</td>\n",
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" <td>2500</td>\n",
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" </tr>\n",
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" </tbody>\n",
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"</table>\n",
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"</div>"
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],
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"text/plain": [
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" assumption Forrester composite Global Guardian Insurance (CRM)\n",
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"0 agents_fte 2000 2500"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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},
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{
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"Indicative scale factor vs composite: 1.25× (apply judgement — benefits don't all scale linearly)\n"
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]
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}
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],
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@@ -326,10 +524,70 @@
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"execution_count": 8,
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"id": "57dec6cf",
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"metadata": {},
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"outputs": [],
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"outputs": [
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{
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"Proposals for Global Guardian Insurance:\n"
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]
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},
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{
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"data": {
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"text/html": [
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||||
"<div>\n",
|
||||
"<style scoped>\n",
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||||
" .dataframe tbody tr th:only-of-type {\n",
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" vertical-align: middle;\n",
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||||
" }\n",
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"\n",
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||||
" .dataframe tbody tr th {\n",
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||||
" vertical-align: top;\n",
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||||
" }\n",
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"\n",
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||||
" .dataframe thead th {\n",
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||||
" text-align: right;\n",
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||||
" }\n",
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||||
"</style>\n",
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||||
"<table border=\"1\" class=\"dataframe\">\n",
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" <thead>\n",
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" <tr style=\"text-align: right;\">\n",
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" <th></th>\n",
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" <th>id</th>\n",
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" <th>name</th>\n",
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" <th>status</th>\n",
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" <th>opportunity</th>\n",
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" <th>due_date</th>\n",
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" </tr>\n",
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" </thead>\n",
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" <tbody>\n",
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" <tr>\n",
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" <th>0</th>\n",
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" <td>1</td>\n",
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" <td>Secure Cloud Infrastructure Modernization</td>\n",
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" <td>Draft</td>\n",
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" <td>Secure Cloud Infrastructure Modernization</td>\n",
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" <td>2026-08-28</td>\n",
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" </tr>\n",
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" </tbody>\n",
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"</table>\n",
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"</div>"
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],
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"text/plain": [
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" id name status \\\n",
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"0 1 Secure Cloud Infrastructure Modernization Draft \n",
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"\n",
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" opportunity due_date \n",
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"0 Secure Cloud Infrastructure Modernization 2026-08-28 "
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]
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},
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"metadata": {},
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"output_type": "display_data"
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||||
}
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],
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"source": [
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"proposals = client.proposals_for_client(CLIENT_ID)\n",
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"engagements = client.engagements_for_client(CLIENT_NAME)\n",
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@@ -356,10 +614,19 @@
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"execution_count": 9,
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||||
"id": "19336bcc",
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||||
"metadata": {},
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"outputs": [],
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||||
"outputs": [
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||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Auto-selected proposal 1: Secure Cloud Infrastructure Modernization\n",
|
||||
"Attaching via: {'proposal': 1}\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"# Set exactly ONE of these (ids from the tables above). Leave both None to\n",
|
||||
"# auto-pick — single existing proposal/engagement wins; otherwise a sandbox\n",
|
||||
@@ -406,10 +673,18 @@
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"execution_count": 10,
|
||||
"id": "017ae9db",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"outputs": [
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Created tool pkrsQ9SRf654 attached to {'proposal': 1}\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"from core.tei_client import AthenaAPIError\n",
|
||||
"\n",
|
||||
@@ -452,10 +727,18 @@
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"execution_count": 11,
|
||||
"id": "20e2a736",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"outputs": [
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Pushed values for 8 fields.\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"payload = []\n",
|
||||
"for b in seed.BENEFITS: # nominal; Athena risk-adjusts via the field definition\n",
|
||||
@@ -487,10 +770,27 @@
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"execution_count": 12,
|
||||
"id": "b7ac5d24",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"outputs": [
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"════════════════════════════════════════════════════════\n",
|
||||
" TEI Financial Summary\n",
|
||||
"════════════════════════════════════════════════════════\n",
|
||||
" Total Benefits (PV): $ 101,696,568\n",
|
||||
" Total Costs (PV): $ 22,874,326\n",
|
||||
"────────────────────────────────────────────────────────\n",
|
||||
" Net Present Value: $ 78,822,242\n",
|
||||
" ROI: 345%\n",
|
||||
" Payback: 1.0 months\n",
|
||||
"════════════════════════════════════════════════════════\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"summary = client.calculate(TOOL_ID)\n",
|
||||
"client.print_summary(TOOL_ID)"
|
||||
@@ -498,10 +798,90 @@
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"execution_count": 13,
|
||||
"id": "13d84001",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"outputs": [
|
||||
{
|
||||
"data": {
|
||||
"text/html": [
|
||||
"<div>\n",
|
||||
"<style scoped>\n",
|
||||
" .dataframe tbody tr th:only-of-type {\n",
|
||||
" vertical-align: middle;\n",
|
||||
" }\n",
|
||||
"\n",
|
||||
" .dataframe tbody tr th {\n",
|
||||
" vertical-align: top;\n",
|
||||
" }\n",
|
||||
"\n",
|
||||
" .dataframe thead th {\n",
|
||||
" text-align: right;\n",
|
||||
" }\n",
|
||||
"</style>\n",
|
||||
"<table border=\"1\" class=\"dataframe\">\n",
|
||||
" <thead>\n",
|
||||
" <tr style=\"text-align: right;\">\n",
|
||||
" <th></th>\n",
|
||||
" <th>metric</th>\n",
|
||||
" <th>published</th>\n",
|
||||
" <th>athena</th>\n",
|
||||
" <th>diff</th>\n",
|
||||
" </tr>\n",
|
||||
" </thead>\n",
|
||||
" <tbody>\n",
|
||||
" <tr>\n",
|
||||
" <th>0</th>\n",
|
||||
" <td>total_benefits_pv</td>\n",
|
||||
" <td>101,696,791</td>\n",
|
||||
" <td>101,696,568</td>\n",
|
||||
" <td>-0.00%</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>1</th>\n",
|
||||
" <td>total_costs_pv</td>\n",
|
||||
" <td>22,983,076</td>\n",
|
||||
" <td>22,874,326</td>\n",
|
||||
" <td>-0.47%</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>2</th>\n",
|
||||
" <td>net_present_value</td>\n",
|
||||
" <td>78,713,715</td>\n",
|
||||
" <td>78,822,242</td>\n",
|
||||
" <td>+0.14%</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>3</th>\n",
|
||||
" <td>roi_percentage</td>\n",
|
||||
" <td>342</td>\n",
|
||||
" <td>345</td>\n",
|
||||
" <td>+0.76%</td>\n",
|
||||
" </tr>\n",
|
||||
" </tbody>\n",
|
||||
"</table>\n",
|
||||
"</div>"
|
||||
],
|
||||
"text/plain": [
|
||||
" metric published athena diff\n",
|
||||
"0 total_benefits_pv 101,696,791 101,696,568 -0.00%\n",
|
||||
"1 total_costs_pv 22,983,076 22,874,326 -0.47%\n",
|
||||
"2 net_present_value 78,713,715 78,822,242 +0.14%\n",
|
||||
"3 roi_percentage 342 345 +0.76%"
|
||||
]
|
||||
},
|
||||
"metadata": {},
|
||||
"output_type": "display_data"
|
||||
},
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Payback: 1 months (published: <6 months)\n",
|
||||
"✅ Verified — Athena reproduces the published Forrester totals.\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"# Published Forrester totals (3-yr risk-adjusted PV @ 10%)\n",
|
||||
"PUBLISHED = {\n",
|
||||
@@ -539,10 +919,22 @@
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"execution_count": 14,
|
||||
"id": "148bdb2a",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"outputs": [
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Saved version 1 (baseline).\n",
|
||||
"Saved to /Users/robert/git/palladium/.env:\n",
|
||||
" PALLADIUM_REPORT_PUBLIC_ID=xsUTbjh4iDnJ\n",
|
||||
" PALLADIUM_TOOL_PUBLIC_ID=pkrsQ9SRf654\n",
|
||||
" PALLADIUM_PROPOSAL_ID=1\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"if not client.list_versions(TOOL_ID):\n",
|
||||
" client.save_version(TOOL_ID, note=\"Baseline — published Forrester TEI figures (Feb 2026), moderate scenario.\")\n",
|
||||
@@ -578,6 +970,14 @@
|
||||
"- **Interactive editing** → `make app` / `streamlit run app/main.py` — the tool appears in the sidebar\n",
|
||||
"- **CLI sanity check** → `python -m palladium summary $PALLADIUM_TOOL_PUBLIC_ID`"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"id": "e9285087-5a2d-4a8d-856c-802474432892",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"source": []
|
||||
}
|
||||
],
|
||||
"metadata": {
|
||||
|
||||
Reference in New Issue
Block a user