change-order-processor
Process and manage construction change orders. Track costs, approvals, and impact on schedule and budget.
git clone --depth 1 https://github.com/datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction /tmp/change-order-processor && cp -r /tmp/change-order-processor/1_DDC_Toolkit/Cost-Management/change-order-processor ~/.claude/skills/change-order-processorSKILL.md
# Change Order Processor
## Business Case
### Problem Statement
Change orders cause project disruption:
- Delayed processing affects cash flow
- Unclear cost impact
- Lost documentation
- Schedule impacts not tracked
### Solution
Streamlined change order processing with cost analysis, approval workflow, and impact tracking.
### Business Value
- **Faster processing** - Reduce approval cycle time
- **Cost control** - Accurate change pricing
- **Documentation** - Complete audit trail
- **Impact visibility** - Schedule and budget effects
## Technical Implementation
```python
import pandas as pd
from datetime import datetime, date, timedelta
from typing import Dict, Any, List, Optional
from dataclasses import dataclass, field
from enum import Enum
class ChangeOrderStatus(Enum):
"""Change order status."""
DRAFT = "draft"
PENDING_REVIEW = "pending_review"
PENDING_APPROVAL = "pending_approval"
APPROVED = "approved"
REJECTED = "rejected"
VOID = "void"
class ChangeType(Enum):
"""Type of change."""
OWNER_REQUESTED = "owner_requested"
DESIGN_CHANGE = "design_change"
FIELD_CONDITION = "field_condition"
CODE_COMPLIANCE = "code_compliance"
VALUE_ENGINEERING = "value_engineering"
ERROR_OMISSION = "error_omission"
class ImpactType(Enum):
"""Impact categories."""
COST_INCREASE = "cost_increase"
COST_DECREASE = "cost_decrease"
TIME_INCREASE = "time_increase"
TIME_DECREASE = "time_decrease"
NO_IMPACT = "no_impact"
@dataclass
class CostItem:
"""Change order cost item."""
description: str
quantity: float
unit: str
unit_cost: float
total_cost: float
category: str # labor, material, equipment, subcontractor
markup_percent: float = 0.0
@dataclass
class ApprovalRecord:
"""Approval workflow record."""
approver_name: str
approver_role: str
action: str # approved, rejected, returned
action_date: datetime
comments: str = ""
@dataclass
class ChangeOrder:
"""Change order record."""
co_number: str
title: str
description: str
change_type: ChangeType
status: ChangeOrderStatus
created_date: date
created_by: str
# Cost
cost_items: List[CostItem] = field(default_factory=list)
direct_cost: float = 0.0
overhead_cost: float = 0.0
profit_cost: float = 0.0
total_cost: float = 0.0
# Schedule
schedule_impact_days: int = 0
affected_activities: List[str] = field(default_factory=list)
# Workflow
approvals: List[ApprovalRecord] = field(default_factory=list)
approved_date: Optional[date] = None
approved_by: str = ""
# References
rfi_reference: str = ""
spec_section: str = ""
drawing_reference: str = ""
location: str = ""
def to_dict(self) -> Dict[str, Any]:
return {
'co_number': self.co_number,
'title': self.title,
'change_type': self.change_type.value,
'status': self.status.value,
'created_date': self.created_date.isoformat(),
'direct_cost': self.direct_cost,
'overhead_cost': self.overhead_cost,
'profit_cost': self.profit_cost,
'total_cost': self.total_cost,
'schedule_impact': self.schedule_impact_days,
'approved_date': self.approved_date.isoformat() if self.approved_date else None
}
class ChangeOrderProcessor:
"""Process and manage change orders."""
DEFAULT_OVERHEAD_RATE = 0.10
DEFAULT_PROFIT_RATE = 0.10
def __init__(self, project_name: str, original_contract: float,
overhead_rate: float = None, profit_rate: float = None):
self.project_name = project_name
self.original_contract = original_contract
self.overhead_rate = overhead_rate or self.DEFAULT_OVERHEAD_RATE
self.profit_rate = profit_rate or self.DEFAULT_PROFIT_RATE
self.change_orders: Dict[str, ChangeOrder] = {}
self._co_counter = 0
def create_change_order(self,
title: str,
description: str,
change_type: ChangeType,
created_by: str,
rfi_reference: str = "",
location: str = "") -> ChangeOrder:
"""Create new change order."""
self._co_counter += 1
co_number = f"CO-{self._co_counter:04d}"
co = ChangeOrder(
co_number=co_number,
title=title,
description=description,
change_type=change_type,
status=ChangeOrderStatus.DRAFT,
created_date=date.today(),
created_by=created_by,
rfi_reference=rfi_reference,
location=location
)
self.change_orders[co_number] = co
return co
def add_cost_item(self, co_number: str,
description: str,
quantity: float,
unit: str,
unit_cost: float,
category: str,
markup_percent: float = 0.0):
"""Add cost item to change order."""
if co_number not in self.change_orders:
raise ValueError(f"Change order {co_number} not found")
co = self.change_orders[co_number]
total = quantity * unit_cost * (1 + markup_percent)
item = CostItem(
description=description,
quantity=quantity,
unit=unit,
unit_cost=unit_cost,
total_cost=total,
category=category,
markup_percent=markup_percent
)
co.cost_items.append(item)
self._recalculate_totals(co)
def _recalculate_totals(self, co: ChangeOrder):
"""Recalculate change order totals."""
co.direct_cost = sum(item.total_cost for item in co.cost_items)
co.overhead_cost = co.direct_cost * self.overhead_rate
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