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change-order-analysis

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Analyze and predict construction change orders using ML. Classify change order types, predict costs and schedule impacts, identify patterns, and optimize approval workflows.

General

What this skill does

# Change Order Analysis

## Overview

This skill implements machine learning-based change order analysis for construction projects. Predict change order costs, classify types, identify patterns in historical data, and streamline approval processes.

**Capabilities:**
- Change order classification
- Cost impact prediction
- Schedule impact analysis
- Pattern identification
- Root cause analysis
- Approval workflow optimization

## Quick Start

```python
from dataclasses import dataclass, field
from datetime import date, datetime
from typing import List, Dict, Optional
from enum import Enum

class ChangeOrderType(Enum):
    DESIGN_CHANGE = "design_change"
    OWNER_REQUEST = "owner_request"
    FIELD_CONDITION = "field_condition"
    CODE_COMPLIANCE = "code_compliance"
    VALUE_ENGINEERING = "value_engineering"
    ERROR_OMISSION = "error_omission"
    SCOPE_CHANGE = "scope_change"

class ChangeOrderStatus(Enum):
    DRAFT = "draft"
    SUBMITTED = "submitted"
    UNDER_REVIEW = "under_review"
    APPROVED = "approved"
    REJECTED = "rejected"
    IMPLEMENTED = "implemented"

@dataclass
class ChangeOrder:
    co_number: str
    title: str
    description: str
    co_type: ChangeOrderType
    status: ChangeOrderStatus
    submitted_date: date
    requested_by: str
    cost_impact: float
    schedule_impact_days: int
    affected_elements: List[str] = field(default_factory=list)

def classify_change_order(description: str) -> ChangeOrderType:
    """Simple rule-based classification"""
    description_lower = description.lower()

    if any(word in description_lower for word in ['design', 'drawing', 'specification']):
        return ChangeOrderType.DESIGN_CHANGE
    elif any(word in description_lower for word in ['owner', 'client', 'request']):
        return ChangeOrderType.OWNER_REQUEST
    elif any(word in description_lower for word in ['site', 'field', 'condition', 'unforeseen']):
        return ChangeOrderType.FIELD_CONDITION
    elif any(word in description_lower for word in ['code', 'regulation', 'compliance']):
        return ChangeOrderType.CODE_COMPLIANCE
    elif any(word in description_lower for word in ['value', 'alternative', 'savings']):
        return ChangeOrderType.VALUE_ENGINEERING
    elif any(word in description_lower for word in ['error', 'omission', 'mistake']):
        return ChangeOrderType.ERROR_OMISSION
    else:
        return ChangeOrderType.SCOPE_CHANGE

# Example
co = ChangeOrder(
    co_number="CO-001",
    title="Additional structural reinforcement",
    description="Site conditions revealed weaker soil requiring additional foundation reinforcement",
    co_type=classify_change_order("Site conditions revealed weaker soil"),
    status=ChangeOrderStatus.SUBMITTED,
    submitted_date=date.today(),
    requested_by="Site Engineer",
    cost_impact=50000,
    schedule_impact_days=5
)
print(f"CO Type: {co.co_type.value}")
```

## Comprehensive Change Order System

### Change Order Management

```python
from dataclasses import dataclass, field
from datetime import date, datetime, timedelta
from typing import List, Dict, Optional, Tuple
from enum import Enum
import pandas as pd
import numpy as np

class ImpactSeverity(Enum):
    MINOR = "minor"  # < 1% cost, < 1 week schedule
    MODERATE = "moderate"  # 1-5% cost, 1-4 weeks schedule
    MAJOR = "major"  # 5-10% cost, 1-3 months schedule
    CRITICAL = "critical"  # > 10% cost, > 3 months schedule

@dataclass
class CostBreakdown:
    labor: float = 0
    materials: float = 0
    equipment: float = 0
    subcontractor: float = 0
    overhead: float = 0
    profit: float = 0

    @property
    def total(self) -> float:
        return self.labor + self.materials + self.equipment + self.subcontractor + self.overhead + self.profit

@dataclass
class ScheduleImpact:
    direct_days: int
    ripple_days: int
    critical_path_affected: bool
    affected_activities: List[str] = field(default_factory=list)

    @property
    def total_days(self) -> int:
        return self.direct_days + self.ripple_days

@dataclass
class ChangeOrderDetail:
    co_id: str
    co_number: str
    title: str
    description: str
    justification: str

    # Classification
    co_type: ChangeOrderType
    initiated_by: str  # owner, contractor, designer, etc.
    responsibility: str  # who pays

    # Status
    status: ChangeOrderStatus
    submitted_date: date
    approved_date: Optional[date] = None
    implemented_date: Optional[date] = None

    # Impact
    cost_breakdown: CostBreakdown = field(default_factory=CostBreakdown)
    schedule_impact: ScheduleImpact = None
    severity: ImpactSeverity = ImpactSeverity.MINOR

    # Affected scope
    affected_elements: List[str] = field(default_factory=list)
    affected_drawings: List[str] = field(default_factory=list)
    affected_specs: List[str] = field(default_factory=list)

    # Supporting documents
    attachments: List[str] = field(default_factory=list)
    related_rfis: List[str] = field(default_factory=list)
    related_cos: List[str] = field(default_factory=list)

    # Approval
    approvals: List[Dict] = field(default_factory=list)
    comments: List[Dict] = field(default_factory=list)

class ChangeOrderManager:
    """Manage project change orders"""

    def __init__(self, project_id: str, contract_value: float):
        self.project_id = project_id
        self.contract_value = contract_value
        self.change_orders: Dict[str, ChangeOrderDetail] = {}
        self.co_counter = 0

    def create_change_order(self, title: str, description: str,
                           co_type: ChangeOrderType,
                           initiated_by: str) -> ChangeOrderDetail:
        """Create new change order"""
        self.co_counter += 1
        co_id = f"CO-{self.project_id}-{self.co_counter:04d}"

        co = ChangeOrderDetail(
            co_id=co_id,
            co_number=f"CO-{self.co_counter:04d}",
            title=title,
            description=description,
            justification="",
            co_type=co_type,
            initiated_by=initiated_by,
            responsibility="TBD",
            status=ChangeOrderStatus.DRAFT,
            submitted_date=date.today()
        )

        self.change_orders[co_id] = co
        return co

    def update_cost(self, co_id: str, cost_breakdown: CostBreakdown):
        """Update change order cost"""
        co = self.change_orders.get(co_id)
        if co:
            co.cost_breakdown = cost_breakdown
            co.severity = self._calculate_severity(co)

    def update_schedule_impact(self, co_id: str, impact: ScheduleImpact):
        """Update schedule impact"""
        co = self.change_orders.get(co_id)
        if co:
            co.schedule_impact = impact
            co.severity = self._calculate_severity(co)

    def _calculate_severity(self, co: ChangeOrderDetail) -> ImpactSeverity:
        """Calculate change order severity"""
        cost_pct = co.cost_breakdown.total / self.contract_value * 100
        schedule_days = co.schedule_impact.total_days if co.schedule_impact else 0

        if cost_pct > 10 or schedule_days > 90:
            return ImpactSeverity.CRITICAL
        elif cost_pct > 5 or schedule_days > 30:
            return ImpactSeverity.MAJOR
        elif cost_pct > 1 or schedule_days > 7:
            return ImpactSeverity.MODERATE
        else:
            return ImpactSeverity.MINOR

    def submit_for_approval(self, co_id: str):
        """Submit change order for approval"""
        co = self.change_orders.get(co_id)
        if co and co.status == ChangeOrderStatus.DRAFT:
            co.status = ChangeOrderStatus.SUBMITTED
            co.submitted_date = date.today()

    def approve(self, co_id: str, approver: str, comments: str = ""):
        """Approve change order"""
        co = self.change_orders.get(co_id)
        if co:
            co.approvals.append({
                'approver': approver,
                'action': 'approved',
                'date': date.today()

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