Add rich plan document format with deal types, targets, illustrative scenarios

Supports co-founder's detailed comp plan view with:
- Deal type table (Enterprise/SMB with different rates)
- Annual quota built from deal targets
- Grouped ramp schedule with monthly targets and notes
- Accelerator tiers
- Illustrative earnings scenarios by deal mix
- Full policy terms
- Signature block

app.py

@@ -638,127 +638,251 @@ if active_tab == "compare":
 
                     # Build agreement text
                     lines = []
-                    lines.append("SALES COMPENSATION PLAN SUMMARY")
-                    lines.append("=" * 40)
+                    deal_types = p.get("deal_types")
+                    illustrative = p.get("illustrative_scenarios")
+                    policies = p.get("policies")
+                    equity = p.get("equity")
+
+                    lines.append("SALES COMPENSATION PLAN")
+                    lines.append("=" * 60)
+                    lines.append("")
+
+                    # Header summary
+                    lines.append(f"  ${p.get('base_salary', 0):,.0f}".ljust(22) + f"~${r.get('total_comp', 0):,.0f}".ljust(22))
+                    lines.append("  Base Salary".ljust(22) + "OTE".ljust(22))
+                    draw_amt = p.get("draw_amount", 0)
+                    if draw_amt > 0 or equity:
+                        line_l = f"  ${draw_amt:,.0f}" if draw_amt > 0 else ""
+                        line_r = f"  {equity.get('pct', '')}%" if equity else ""
+                        lines.append(line_l.ljust(22) + line_r.ljust(22))
+                        line_l2 = f"  Draw ({p.get('draw_months', 0)} mo.)" if draw_amt > 0 else ""
+                        line_r2 = f"  Equity (Options)" if equity else ""
+                        lines.append(line_l2.ljust(22) + line_r2.ljust(22))
                     lines.append("")
+
+                    # 1. Compensation Overview
                     lines.append("1. COMPENSATION OVERVIEW")
                     lines.append("")
-                    lines.append(f"   Base Salary:        ${p.get('base_salary', 0):,.0f} per year, paid semi-monthly")
-                    lines.append(f"   Annual Quota:       ${p.get('annual_quota', 0):,.0f} in Net Revenue")
+                    lines.append("  Base Salary")
+                    lines.append(f"    • ${p.get('base_salary', 0):,.0f} / year paid semi-monthly")
+                    lines.append(f"    • Full benefits eligibility from day 1")
+                    lines.append("")
 
-                    # Draw
-                    draw_amt = p.get("draw_amount", 0)
                     if draw_amt > 0:
                         draw_mo = p.get("draw_months", 0)
                         rec_label = "recoverable" if p.get("draw_recoverable", False) else "non-recoverable"
                         monthly_draw = draw_amt / max(draw_mo, 1)
-                        lines.append(f"   Signing Draw:       ${draw_amt:,.0f} ({rec_label})")
-                        lines.append(f"                       Paid in equal installments over {draw_mo} months (~${monthly_draw:,.0f}/mo)")
-                    else:
-                        lines.append("   Signing Draw:       None")
-
-                    lines.append("")
-
-                    # Ramp
-                    ramp_list = p.get("ramp_pcts", [])
-                    if ramp_list:
-                        lines.append("2. RAMP-UP PERIOD")
-                        lines.append("")
-                        lines.append(f"   The initial ramp period shall be the first {len(ramp_list)} months of employment.")
-                        lines.append(f"   During ramp, quota targets are reduced as follows:")
-                        lines.append("")
-                        lines.append(f"   {'Month':<12} {'Quota %':<12}")
-                        lines.append(f"   {'-' * 10:<12} {'-' * 10:<12}")
-                        for i, pct in enumerate(ramp_list):
-                            lines.append(f"   Month {i+1:<5} {int(pct)}%")
-                        lines.append(f"   Month {len(ramp_list)+1}+{'':<3} 100%")
+                        lines.append("  Signing Draw")
+                        lines.append(f"    • ${draw_amt:,.0f} {rec_label} draw")
+                        lines.append(f"    • Paid over {draw_mo} months in equal installments ~${monthly_draw:,.0f}/mo.")
+                        if not p.get("draw_recoverable", False):
+                            lines.append(f"    • Not subject to clawback — protects ramp period")
                         lines.append("")
-                        lines.append(f"   Effective Annual Quota (ramp-adjusted): ${r.get('effective_quota', 0):,.0f}")
-                    else:
-                        lines.append("2. RAMP-UP PERIOD")
+
+                    if equity:
+                        lines.append("  Equity Grant")
+                        lines.append(f"    • {equity.get('pct', '')}% of company in stock options")
+                        lines.append(f"    • {equity.get('vesting', '4-year vest with 1-year cliff')}")
+                        lines.append(f"    • Strike price = FMV at grant date")
                         lines.append("")
-                        lines.append("   No ramp period. Full quota applies from Month 1.")
 
+                    lines.append("  On-Target Earnings (OTE)")
+                    lines.append(f"    • ${p.get('base_salary', 0):,.0f} base + ~${r.get('commission', 0):,.0f} variable = ~${r.get('total_comp', 0):,.0f} OTE")
+                    lines.append(f"    • Uncapped — no ceiling on commissions")
                     lines.append("")
 
-                    # Commission structure
-                    lines.append("3. COMMISSION STRUCTURE")
+                    # 2. Commission Structure
+                    lines.append("2. COMMISSION STRUCTURE")
                     lines.append("")
 
                     comm_tiers = p.get("commission_tiers")
-                    deal_tiers = p.get("deal_rate_tiers")
+                    deal_tiers_data = p.get("deal_rate_tiers")
                     accel_t = p.get("accel_tiers")
 
-                    if comm_tiers:
-                        lines.append("   Commission rates are applied on a marginal basis. Each rate applies")
-                        lines.append("   only to revenue earned within that attainment band.")
+                    if deal_types:
+                        lines.append("  Commission is paid on all closed-won deals. Rates vary by deal type:")
+                        lines.append("")
+                        lines.append(f"  {'Deal Type':<14} {'ACV Range':<22} {'Rate':<10} {'Per-Deal Range':<20} {'Notes'}")
+                        lines.append(f"  {'-'*13:<14} {'-'*20:<22} {'-'*8:<10} {'-'*18:<20} {'-'*20}")
+                        for dt in deal_types:
+                            acv_range = f"${dt['acv_min']:,.0f} – ${dt['acv_max']:,.0f}" if dt.get('acv_max') else f"${dt['acv_min']:,.0f}+"
+                            payout_lo = dt['acv_min'] * dt['rate'] / 100
+                            payout_hi = (dt.get('acv_max', dt['acv_min']) * dt['rate'] / 100) if dt.get('acv_max') else 0
+                            payout_range = f"${payout_lo:,.0f} – ${payout_hi:,.0f}" if payout_hi else f"${payout_lo:,.0f}+"
+                            lines.append(f"  {dt['name']:<14} {acv_range:<22} {dt['rate']:.0f}%{'':<7} {payout_range:<20} {dt.get('notes', '')}")
                         lines.append("")
-                        lines.append(f"   {'Attainment Level':<24} {'Commission Rate':<18}")
-                        lines.append(f"   {'-' * 22:<24} {'-' * 16:<18}")
+                        lines.append("  Timing: Commissions earned upon fully-executed contract and first invoice")
+                        lines.append("  issued. Paid on the first payroll cycle of the following month.")
+                        lines.append("  Churn within 90 days triggers a proportional clawback.")
+                    elif comm_tiers:
+                        lines.append("  Commission rates are applied on a marginal basis. Each rate applies")
+                        lines.append("  only to revenue earned within that attainment band.")
+                        lines.append("")
+                        lines.append(f"  {'Attainment Level':<24} {'Commission Rate':<18}")
+                        lines.append(f"  {'-' * 22:<24} {'-' * 16:<18}")
                         for i, tier in enumerate(comm_tiers):
                             upper, rate = tier[0], tier[1]
                             if upper is None:
                                 prev_upper = int(comm_tiers[i-1][0])
-                                lines.append(f"   {prev_upper}%+{'':<19} {rate:.1f}%")
+                                lines.append(f"  {prev_upper}%+{'':<19} {rate:.1f}%")
                             elif i == 0:
-                                lines.append(f"   0% – {int(upper)}%{'':<14} {rate:.1f}%")
+                                lines.append(f"  0% – {int(upper)}%{'':<14} {rate:.1f}%")
                             else:
                                 prev_upper = int(comm_tiers[i-1][0])
-                                lines.append(f"   {prev_upper}% – {int(upper)}%{'':<12} {rate:.1f}%")
-                    elif deal_tiers:
-                        lines.append("   Commission is calculated as a percentage of deal ACV based on deal size.")
+                                lines.append(f"  {prev_upper}% – {int(upper)}%{'':<12} {rate:.1f}%")
+                    elif deal_tiers_data:
+                        lines.append("  Commission is calculated as a percentage of deal ACV based on deal size.")
                         lines.append("")
-                        lines.append(f"   {'Deal ACV Range':<28} {'Commission Rate':<18}")
-                        lines.append(f"   {'-' * 26:<28} {'-' * 16:<18}")
-                        for tier in deal_tiers:
+                        lines.append(f"  {'Deal ACV Range':<28} {'Commission Rate':<18}")
+                        lines.append(f"  {'-' * 26:<28} {'-' * 16:<18}")
+                        for tier in deal_tiers_data:
                             mn, mx, rt = tier[0], tier[1], tier[2]
                             if mx is None:
-                                lines.append(f"   ${mn:,.0f}+{'':<19} {rt:.1f}%")
+                                lines.append(f"  ${mn:,.0f}+{'':<19} {rt:.1f}%")
                             else:
-                                lines.append(f"   ${mn:,.0f} – ${mx:,.0f}{'':<8} {rt:.1f}%")
-
-                        if accel_t:
-                            lines.append("")
-                            lines.append("   Accelerators apply based on annual quota attainment:")
-                            lines.append("")
-                            lines.append(f"   {'Attainment Level':<24} {'Multiplier':<18}")
-                            lines.append(f"   {'-' * 22:<24} {'-' * 16:<18}")
-                            for i, tier in enumerate(accel_t):
-                                upper, mult = tier[0], tier[1]
-                                if upper is None:
-                                    prev_upper = int(accel_t[i-1][0])
-                                    lines.append(f"   {prev_upper}%+{'':<19} {mult:.1f}x")
-                                elif i == 0:
-                                    lines.append(f"   0% – {int(upper)}%{'':<14} {mult:.1f}x")
-                                else:
-                                    prev_upper = int(accel_t[i-1][0])
-                                    lines.append(f"   {prev_upper}% – {int(upper)}%{'':<12} {mult:.1f}x")
+                                lines.append(f"  ${mn:,.0f} – ${mx:,.0f}{'':<8} {rt:.1f}%")
 
                     lines.append("")
-                    lines.append("   Commissions are uncapped at this time.")
-                    lines.append("")
+
+                    # 3. Annual Quota & Deal Targets
+                    deal_targets = p.get("deal_targets")
+                    if deal_targets:
+                        lines.append("3. ANNUAL QUOTA & DEAL TARGETS")
+                        lines.append("")
+                        lines.append(f"  On-target quota is ${p.get('annual_quota', 0):,.0f} ACV.")
+                        lines.append("")
+                        lines.append(f"  {'Segment':<14} {'# Deals':<10} {'Avg ACV':<14} {'Total ACV':<14} {'Rate':<8} {'Commission'}")
+                        lines.append(f"  {'-'*13:<14} {'-'*8:<10} {'-'*12:<14} {'-'*12:<14} {'-'*6:<8} {'-'*12}")
+                        total_deals = 0
+                        total_acv = 0
+                        total_comm = 0
+                        for dt in deal_targets:
+                            t_acv = dt['num_deals'] * dt['avg_acv']
+                            t_comm = t_acv * dt['rate'] / 100
+                            total_deals += dt['num_deals']
+                            total_acv += t_acv
+                            total_comm += t_comm
+                            lines.append(f"  {dt['segment']:<14} {dt['num_deals']:<10} ${dt['avg_acv']:,.0f}{'':<6} ${t_acv:,.0f}{'':<6} {dt['rate']:.0f}%{'':<5} ${t_comm:,.0f}")
+                        lines.append(f"  {'Total':<14} {total_deals:<10} {'—':<14} ${total_acv:,.0f}{'':<6} {'—':<8} ~${total_comm:,.0f}")
+                        lines.append("")
+                        section_num = 4
+                    else:
+                        section_num = 3
+
+                    # Ramp
+                    ramp_list = p.get("ramp_pcts", [])
+                    if ramp_list:
+                        lines.append(f"{section_num}. QUOTA RAMP SCHEDULE")
+                        lines.append("")
+                        lines.append(f"  Commission rates remain constant throughout the ramp. Only the quota")
+                        lines.append(f"  hurdle changes, giving time to build pipeline without sacrificing")
+                        lines.append(f"  earnings on early deals closed.")
+                        lines.append("")
+                        monthly_quota = p.get('annual_quota', 0) / 12
+                        lines.append(f"  {'Month':<10} {'Quota %':<12} {'Monthly Target':<18} {'Ann. Run Rate':<16} {'Notes'}")
+                        lines.append(f"  {'-'*8:<10} {'-'*10:<12} {'-'*16:<18} {'-'*14:<16} {'-'*20}")
+                        # Group consecutive months with same pct
+                        ramp_groups = []
+                        i = 0
+                        while i < len(ramp_list):
+                            pct = ramp_list[i]
+                            start = i + 1
+                            while i + 1 < len(ramp_list) and ramp_list[i + 1] == pct:
+                                i += 1
+                            end = i + 1
+                            ramp_groups.append((start, end, pct))
+                            i += 1
+                        ramp_notes = {0: "Onboarding, no quota", 25: "First demos, early pipeline",
+                                      50: "Close first deals", 75: "Full funnel operating", 100: "Full quota in effect"}
+                        for start, end, pct in ramp_groups:
+                            month_label = f"{start}–{end}" if start != end else str(start)
+                            target = monthly_quota * pct / 100
+                            run_rate = target * 12
+                            note = ramp_notes.get(int(pct), "")
+                            if draw_amt > 0:
+                                monthly_draw_val = draw_amt / max(p.get('draw_months', 1), 1)
+                                lines.append(f"  {month_label:<10} {int(pct)}%{'':<9} ${target:,.0f}{'':<8} ${run_rate:,.0f}{'':<6} {note}")
+                            else:
+                                lines.append(f"  {month_label:<10} {int(pct)}%{'':<9} ${target:,.0f}{'':<8} ${run_rate:,.0f}{'':<6} {note}")
+                        # Full quota months
+                        if len(ramp_list) < 12:
+                            month_label = f"{len(ramp_list)+1}–12"
+                            lines.append(f"  {month_label:<10} 100%{'':<8} ${monthly_quota:,.0f}{'':<8} ${monthly_quota*12:,.0f}{'':<6} Full quota in effect")
+                        lines.append("")
+                        section_num += 1
+
+                    # Accelerators
+                    if accel_t:
+                        lines.append(f"{section_num}. ACCELERATORS & OVERACHIEVEMENT")
+                        lines.append("")
+                        lines.append(f"  {'Attainment':<18} {'Rate / Multiplier':<22} {'Notes'}")
+                        lines.append(f"  {'-'*16:<18} {'-'*20:<22} {'-'*20}")
+                        for i, tier in enumerate(accel_t):
+                            upper, mult = tier[0], tier[1]
+                            if upper is None:
+                                prev_upper = int(accel_t[i-1][0])
+                                lines.append(f"  {prev_upper}%+{'':<14} {mult:.1f}x multiplier")
+                            elif i == 0:
+                                lines.append(f"  0% – {int(upper)}%{'':<9} {mult:.1f}x (base rate)")
+                            else:
+                                prev_upper = int(accel_t[i-1][0])
+                                lines.append(f"  {prev_upper}% – {int(upper)}%{'':<7} {mult:.1f}x multiplier")
+                        lines.append("")
+                        section_num += 1
+                    elif comm_tiers:
+                        # Attainment-based tiers already shown above, no separate accelerator section needed
+                        pass
 
                     # Illustrative earnings
-                    lines.append("4. ILLUSTRATIVE EARNINGS")
-                    lines.append("")
-                    lines.append(f"   At {r.get('attainment_pct', 0):.0f}% quota attainment (${inp.get('actual_revenue', 0):,.0f} revenue):")
+                    lines.append(f"{section_num}. ILLUSTRATIVE EARNINGS SCENARIOS")
                     lines.append("")
-                    lines.append(f"   Base Salary:        ${p.get('base_salary', 0):,.0f}")
-                    if draw_amt > 0:
-                        lines.append(f"   Draw:               ${r.get('draw_paid', 0):,.0f}")
-                    lines.append(f"   Commission:         ${r.get('commission', 0):,.0f}")
-                    lines.append(f"   Total Compensation: ${r.get('total_comp', 0):,.0f}")
+                    if illustrative:
+                        lines.append(f"  {'Scenario':<22} {'Deal Mix':<20} {'Total ACV':<14} {'Commission':<14} {'Total Cash':<14} {'Notes'}")
+                        lines.append(f"  {'-'*20:<22} {'-'*18:<20} {'-'*12:<14} {'-'*12:<14} {'-'*12:<14} {'-'*20}")
+                        for sc in illustrative:
+                            lines.append(f"  {sc['label']:<22} {sc.get('deal_mix', '—'):<20} ${sc['acv']:,.0f}{'':<4} ${sc['commission']:,.0f}{'':<4} ${sc['total_cash']:,.0f}{'':<4} {sc.get('notes', '')}")
+                    else:
+                        lines.append(f"  At {r.get('attainment_pct', 0):.0f}% quota attainment (${inp.get('actual_revenue', 0):,.0f} revenue):")
+                        lines.append("")
+                        lines.append(f"  Base Salary:        ${p.get('base_salary', 0):,.0f}")
+                        if draw_amt > 0:
+                            lines.append(f"  Draw:               ${r.get('draw_paid', 0):,.0f}")
+                        lines.append(f"  Commission:         ${r.get('commission', 0):,.0f}")
+                        lines.append(f"  Total Compensation: ${r.get('total_comp', 0):,.0f}")
                     lines.append("")
+                    section_num += 1
 
                     # Policies
-                    lines.append("5. KEY POLICIES")
+                    lines.append(f"{section_num}. KEY POLICIES & TERMS")
+                    lines.append("")
+                    if policies:
+                        for key, val in policies.items():
+                            lines.append(f"  {key:<24} {val}")
+                    else:
+                        lines.append("  Commission Earned     Upon fully-executed contract and recognized revenue.")
+                        lines.append("  Commission Paid       First payroll cycle following the month of close.")
+                        lines.append("  Clawback              Proportional if customer churns within 90 days.")
+                        lines.append("  Split Deals           Agreed upfront in writing; default 50/50.")
+                        lines.append("  Plan Changes          Company may update at each FY with 30 days notice.")
+                        if draw_amt > 0:
+                            lines.append(f"  Draw Period           {p.get('draw_months', 0)} months from start. Ceases if employment ends.")
+                        if equity:
+                            lines.append(f"  Equity Vesting        {equity.get('vesting', '4-year vest, 1-year cliff')}.")
+                        lines.append("  Territory             As assigned by Company. May be refined as team grows.")
+                    lines.append("")
+                    section_num += 1
+
+                    # Acknowledgment
+                    lines.append(f"{section_num}. ACKNOWLEDGMENT & ACCEPTANCE")
+                    lines.append("")
+                    lines.append("  By signing below, both parties agree to the terms of this")
+                    lines.append("  Sales Compensation Plan.")
+                    lines.append("")
+                    lines.append("  ________________________________________")
+                    lines.append("  Account Executive Signature        Date")
                     lines.append("")
-                    lines.append("   - Commissions are earned upon fully-executed contract and recognized revenue.")
-                    lines.append("   - The Company reserves the right to adjust quotas based on market conditions,")
-                    lines.append("     territory changes, product availability, and strategic priorities.")
-                    lines.append("   - The Company reserves the right to modify or terminate this plan at any time.")
-                    lines.append("   - All determinations will be made in good faith and in compliance with")
-                    lines.append("     applicable law.")
+                    lines.append("  ________________________________________")
+                    lines.append("  Authorized Signatory               Date")
 
                     agreement_text = "\n".join(lines)