Auto Estimate Generator

Business Case

Problem Statement

Manual estimate creation challenges:

• Time-consuming quantity mapping
• Inconsistent pricing rules
• Errors in calculations
• Difficulty updating estimates

Solution

Automated estimate generation from BIM/QTO data using configurable pricing rules and assembly mappings.

Technical Implementation

import pandas as pd
from typing import Dict, Any, List, Optional, Callable
from dataclasses import dataclass, field
from enum import Enum


class ElementType(Enum):
    WALL = "wall"
    FLOOR = "floor"
    CEILING = "ceiling"
    DOOR = "door"
    WINDOW = "window"
    COLUMN = "column"
    BEAM = "beam"
    FOUNDATION = "foundation"
    ROOF = "roof"
    STAIR = "stair"
    MEP = "mep"


@dataclass
class QTOItem:
    element_id: str
    element_type: ElementType
    name: str
    quantity: float
    unit: str
    properties: Dict[str, Any] = field(default_factory=dict)


@dataclass
class PricingRule:
    rule_id: str
    name: str
    element_type: ElementType
    conditions: Dict[str, Any] = field(default_factory=dict)
    unit_cost: float = 0
    assembly_code: str = ""
    cost_breakdown: Dict[str, float] = field(default_factory=dict)


@dataclass
class EstimateItem:
    qto_element_id: str
    description: str
    quantity: float
    unit: str
    unit_cost: float
    total_cost: float
    rule_applied: str
    wbs_code: str = ""


class AutoEstimateGenerator:
    """Generate estimates from QTO data automatically."""

    def __init__(self, project_name: str):
        self.project_name = project_name
        self.pricing_rules: List[PricingRule] = []
        self.qto_items: List[QTOItem] = []
        self.estimate_items: List[EstimateItem] = []
        self.unmapped_items: List[QTOItem] = []

    def add_pricing_rule(self, rule: PricingRule):
        """Add pricing rule."""
        self.pricing_rules.append(rule)

    def load_pricing_rules_from_df(self, df: pd.DataFrame):
        """Load pricing rules from DataFrame."""

        for _, row in df.iterrows():
            conditions = {}
            if 'material' in row:
                conditions['material'] = row['material']
            if 'thickness_min' in row:
                conditions['thickness_min'] = row['thickness_min']
            if 'thickness_max' in row:
                conditions['thickness_max'] = row['thickness_max']

            rule = PricingRule(
                rule_id=row['rule_id'],
                name=row['name'],
                element_type=ElementType(row['element_type'].lower()),
                conditions=conditions,
                unit_cost=float(row['unit_cost']),
                assembly_code=row.get('assembly_code', ''),
                cost_breakdown={
                    'labor': float(row.get('labor_pct', 0.4)),
                    'material': float(row.get('material_pct', 0.5...