oci-deal-accelerator/CLAUDE.md

OCI Deal Accelerator

AI skill aligned with Oracle ECAL framework (Define → Design → Deliver) that compresses the OCI SA's cycle from customer discovery to architecture proposal and delivery handover — from days to hours.

Project Structure

├── SKILL.md                    # LLM system prompt (the skill itself)
├── AGENTS.md                   # Codex agent instructions (mirrors CLAUDE.md)
├── .agents/skills/oci-deal-accelerator/
│   └── SKILL.md                # Codex skill definition (full skill, Codex format)
├── README.md                   # Project overview and quick start
├── CLAUDE.md                   # This file (dev guide)
├── Makefile                    # Build automation (make help for commands)
├── docs/                       # ECAL phase guides (progressive disclosure from SKILL.md)
│   ├── define-phase.md         # DEFINE phase detailed guide
│   ├── design-phase.md         # DESIGN phase detailed guide
│   ├── deliver-phase.md        # DELIVER phase detailed guide
│   ├── engagement-tiers.md     # Tier definitions and artifact matrix
│   └── ecal-gaps-backlog.md    # Remaining ECAL gaps to implement (20 items)
├── kb/                         # Knowledge Base
│   ├── architecture-center/    # Oracle Architecture Center reference catalog
│   │   └── catalog.yaml        # 123 curated reference architectures
│   ├── services/               # One YAML per OCI service (what, when, gotchas)
│   ├── patterns/               # Composable architecture blocks
│   │   ├── business-patterns.yaml    # Business-level patterns (DEFINE)
│   │   ├── application-patterns.yaml # Application architecture patterns (DESIGN)
│   │   ├── service-tiering.yaml      # Service tier model (Platinum/Gold/Silver/Bronze)
│   │   ├── architecture-principles.yaml # ECAL principles (Design/Deployment/Service)
│   │   ├── operational-raci.yaml     # RACI matrix templates (3 operational models)
│   │   ├── engagement-raci.yaml     # ECAL engagement RACI (10 roles, all 9 steps)
│   │   ├── business-drivers.yaml    # 4-pillar business drivers + hypothesis families
│   │   ├── ecal-artefacts-catalog.yaml # Complete ECAL 3.1 artefacts catalog (60 items)
│   │   ├── environment-catalogue.yaml # Environment templates per tier
│   │   ├── database-ha-adb-s.yaml
│   │   ├── database-dr-cross-region.yaml
│   │   ├── networking-basic.yaml
│   │   └── (dirs: database-ha/, database-dr/, networking-hub-spoke/, etc.)
│   ├── sizing/                 # CPU conversion ratios, IOPS, scaling rules
│   ├── pricing/                # Auto-refreshed from Oracle public pricing API
│   │   ├── oci-sku-catalog.yaml  # 200+ OCI SKUs across 20 categories (BOM source of truth)
│   │   └── compute.yaml          # Shape-level estimation pricing
│   ├── competitive/            # AWS/Azure/GCP service mapping
│   ├── well-architected/       # 5-pillar WA Framework checklists
│   ├── compatibility/          # Feature matrices (ADB, etc.)
│   ├── diagram/                # Diagram styles (OCI Toolkit v24.2)
│   └── field-knowledge/        # Real-world gotchas and lessons learned
├── tools/                      # Python tooling
│   ├── oci_deck_gen.py         # .pptx slide deck generator (DEFAULT output)
│   ├── oci_pdf_gen.py          # .pdf customer-facing document (branded, no internal refs)
│   ├── oci_diagram_gen.py      # .drawio diagram generator
│   ├── oci_bom_gen.py          # .xlsx Bill of Materials generator (SA tool)
│   ├── oci_output.py           # Output orchestrator
│   ├── refresh_sku_catalog.py  # SKU catalog refresh from Oracle pricing API
│   └── refresh_arch_catalog.py # Architecture Center catalog refresh tool
├── scripts/                    # Validation and utilities
│   └── validate-architecture.py # WA validation engine
├── config/
│   ├── service-categories.yaml # Service → color/category mapping
│   ├── output-formats.yaml     # Output format specs and design standards
│   ├── engagement-tiers.yaml   # Tier definitions (small/standard/complex)
│   ├── workload-profile-schema.yaml # Workload profile field definitions
│   └── oracle-pptx-layouts.yaml # Oracle FY26 POTX layout mapping for deck generation
├── templates/                  # ECAL phase templates
│   ├── Oracle_PPT-template_FY26.pptx # Official Oracle FY26 PowerPoint template
│   ├── workload-profile.yaml   # DEFINE: Discovery capture
│   ├── customer-profile.yaml   # DEFINE: Strategic customer profiling (internal)
│   ├── strategy-map.yaml       # DEFINE: Goals→Strategies→Capabilities→Enablers
│   ├── discovery-questionnaire.yaml # DESIGN: Structured customer IT collection
│   ├── business-case.yaml      # DEFINE: Business case for customer approval
│   ├── value-story.yaml        # DEFINE: Business value hypothesis
│   ├── joint-engagement-plan.yaml # DEFINE: Engagement scoping
│   ├── scorecard.yaml          # DESIGN: WA validation results
│   ├── adr-template.md         # DESIGN: Architecture Decision Records
│   ├── operations-model.yaml   # DESIGN: Day-2 operations design
│   ├── handover-document.yaml  # DELIVER: Implementation handover
│   ├── go-live-checklist.yaml  # DELIVER: Pre-cutover verification
│   ├── success-criteria.yaml   # DELIVER: Post go-live metrics
│   ├── lessons-learned.yaml    # DELIVER: Engagement retrospective
│   └── bom-spec.yaml          # SA TOOL: BOM input spec template
├── codex/                      # Codex setup guide (README only)
└── examples/                   # Example specs and generated outputs

ECAL-Aligned Workflow

DEFINE (Ideate → Validate → Plan)  →  DESIGN (Current → Future → Confirm)  →  DELIVER (Adopt → Operate → Improve)

1. DEFINE: Discovery notes → Workload Profile + Value Story + Joint Engagement Plan
2. DESIGN: Current state (people/process/tech) → Architecture + Operations Model → Solution Proposal
3. DELIVER: Handover Document → Go-Live Checklist + Success Criteria → Lessons Learned

Phase details in docs/ — SKILL.md references them via progressive disclosure.

Output Formats

Default output is a slide deck (.pptx) — adapts to engagement tier (6-8 / 10-12 / 12-16 slides).

deck              ← default
deck + drawio     ← + editable diagram
deck + doc        ← + technical document
deck + xlsx       ← + cost spreadsheet
deck + pdf        ← + customer-facing PDF (branded, no internal refs)
pdf               ← customer PDF only
full              ← everything (pptx + drawio + docx + xlsx + pdf)
doc only          ← technical doc without slides
deliver           ← handover + go-live checklist + success criteria

Environment Setup

Before running ANY Python tool, ensure dependencies are installed:

make venv && source .venv/bin/activate

The Makefile auto-detects the best available Python (3.12 > 3.11 > 3.10 > python3). Always use make <target> to run tools — this guarantees the correct Python with all dependencies.

Running Tools

Prefer make targets. For custom specs, activate the venv first (source .venv/bin/activate), then use python:

# Standard targets (recommended)
make deck                    # slide deck with sample spec
make diagram                 # architecture diagram
make full                    # all outputs (pptx + drawio + docx + xlsx + pdf)
make validate                # WA validation
make lint                    # check YAML syntax
make venv                    # create/update virtual environment
make freshness               # check KB freshness

# Custom specs (activate venv first)
python tools/oci_deck_gen.py --spec examples/proposal-spec.yaml --output proposal.pptx
python tools/oci_pdf_gen.py --spec examples/proposal-spec.yaml --output proposal.pdf
python tools/oci_bom_gen.py --spec examples/bom-spec.yaml --output customer-bom.xlsx
python tools/oci_diagram_gen.py --spec examples/diagram-spec.yaml --output arch.drawio
python tools/oci_output.py --spec examples/proposal-spec.yaml --format full --output-dir output/

# KB maintenance (activate venv first)
python tools/refresh_sku_catalog.py --refresh          # update all prices
python tools/refresh_sku_catalog.py --refresh --diff   # update + show changes
python tools/refresh_sku_catalog.py --validate         # check for stale prices
python tools/refresh_arch_catalog.py --whats-new       # crawl What's New pages
python tools/refresh_arch_catalog.py --validate        # validate catalog

Key Principles

• Empirical over theoretical — cite metrics, not marketing
• Simplicity first — complexity must be earned
• Honest about limitations — acknowledge OCI gaps
• Composable — patterns combine, not monolithic templates
• KB is the moat — field experience, not documentation regurgitation
• ECAL-aligned — Define → Design → Deliver with iterative checkpoints

Coding Guidelines

1. Think Before Coding

Don't assume. Don't hide confusion. Surface tradeoffs.

• State your assumptions explicitly. If uncertain, ask.
• If multiple interpretations exist, present them — don't pick silently.
• If a simpler approach exists, say so. Push back when warranted.
• If something is unclear, stop. Name what's confusing. Ask.

2. Simplicity First

Minimum code that solves the problem. Nothing speculative.

• No features beyond what was asked.
• No abstractions for single-use code.
• No "flexibility" or "configurability" that wasn't requested.
• No error handling for impossible scenarios.
• If you write 200 lines and it could be 50, rewrite it.

3. Surgical Changes

Touch only what you must. Clean up only your own mess.

• Don't "improve" adjacent code, comments, or formatting.
• Don't refactor things that aren't broken.
• Match existing style, even if you'd do it differently.
• If you notice unrelated dead code, mention it — don't delete it.
• Remove imports/variables/functions that YOUR changes made unused.
• Every changed line should trace directly to the user's request.

4. Goal-Driven Execution

Define success criteria. Loop until verified.

• "Add validation" → write tests for invalid inputs, then make them pass.
• "Fix the bug" → write a test that reproduces it, then make it pass.
• "Refactor X" → ensure tests pass before and after.
• For multi-step tasks, state a brief plan with verification steps.

Welcome Flow

When the user starts a conversation without providing discovery notes or a specific request (e.g., a greeting like "hola", "hey", or empty context):

MANDATORY: Use the Read tool to open SKILL.md and read the entire ## Welcome Flow section before showing anything to the user. Reproduce the welcome banner and the 14-option capability menu verbatim from that file. Do NOT paraphrase, reorder, summarize, translate, or reconstruct the menu from memory, folder structure, or prior conversations. If SKILL.md cannot be read for any reason, tell the user instead of improvising a menu.

Pre-flight check (also defined in SKILL.md): Before showing the welcome message, run make kb-check 2>/dev/null. If stale_count > 0, follow the banner-and-prompt logic in SKILL.md § Welcome Flow → Pre-flight. If the tool errors, silently skip the banner — never block the user.

Then:

1. Show the welcome banner and numbered capability menu exactly as defined in SKILL.md (14 options across DESIGN & PROPOSE, VALIDATE & CHECK, STRATEGY & BUSINESS, KNOWLEDGE BASE, ECAL GOVERNANCE, SA TOOLS)
2. Follow the behavior rules in SKILL.md for each option (1-14)
3. After completing any task, offer the next-step menu (A-E) as defined in SKILL.md
4. If the user sends discovery notes directly, skip the menu and go straight to full proposal flow
5. If the user asks a specific question, skip the menu and answer directly