Submittal Tracker

Business Case

Submittals require careful tracking to avoid delays. This skill manages the entire submittal workflow from creation to approval.

Technical Implementation

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 SubmittalStatus(Enum): DRAFT = "draft" SUBMITTED = "submitted" UNDER_REVIEW = "under_review" APPROVED = "approved" APPROVED_AS_NOTED = "approved_as_noted" REVISE_RESUBMIT = "revise_resubmit" REJECTED = "rejected"

class SubmittalType(Enum): PRODUCT_DATA = "product_data" SHOP_DRAWING = "shop_drawing" SAMPLE = "sample" MOCK_UP = "mock_up" CERTIFICATE = "certificate" TEST_REPORT = "test_report"

@dataclass class ReviewComment: reviewer: str comment: str comment_date: date resolved: bool = False

@dataclass class Submittal: submittal_id: str spec_section: str title: str submittal_type: SubmittalType status: SubmittalStatus contractor: str revision: int submitted_date: Optional[date] required_date: date approved_date: Optional[date] = None comments: List[ReviewComment] = field(default_factory=list) files: List[str] = field(default_factory=list)

class SubmittalTracker: def init(self, project_name: str): self.project_name = project_name self.submittals: Dict[str, Submittal] = {} self._counter = 0

def create_submittal(self, spec_section: str, title: str,
                    submittal_type: SubmittalType, contractor: str,
                    required_date: date) -> Submittal:
    self._counter += 1
    sub_id = f"SUB-{self._counter:04d}"

    submittal = Submittal(
        submittal_id=sub_id,
        spec_section=spec_section,
        title=title,
        submittal_type=submittal_type,
        status=SubmittalStatus.DRAFT,
        contractor=contractor,
        revision=0,
        submitted_date=None,
        required_date=required_date
    )
    self.submittals[sub_id] = submittal
    return submittal

def submit(self, sub_id: str, files: List[str]):
    if sub_id in self.submittals:
        self.submittals[sub_id].status = SubmittalStatus.SUBMITTED
        self.submittals[sub_id].submitted_date = date.today()
        self.submittals[sub_id].files = files

def review(self, sub_id: str, status: SubmittalStatus, reviewer: str, comment: str = ""):
    if sub_id in self.submittals:
        sub = self.submittals[sub_id]
        sub.status = status
        if comment:
            sub.comments.append(ReviewComment(reviewer, comment, date.today()))
        if status in [SubmittalStatus.APPROVED, SubmittalStatus.APPROVED_AS_NOTED]:
            sub.approved_date = date.today()

def resubmit(self, sub_id: str, files: List[str]):
    if sub_id in self.submittals:
        sub = self.submittals[sub_id]
        sub.revision += 1
        sub.status = SubmittalStatus.SUBMITTED
        sub.submitted_date = date.today()
        sub.files = files

def get_pending(self) -> List[Submittal]:
    return [s for s in self.submittals.values()
            if s.status in [SubmittalStatus.SUBMITTED, SubmittalStatus.UNDER_REVIEW]]

def get_overdue(self) -> List[Submittal]:
    today = date.today()
    return [s for s in self.submittals.values()
            if s.status not in [SubmittalStatus.APPROVED, SubmittalStatus.APPROVED_AS_NOTED]
            and s.required_date < today]

def export_log(self, output_path: str):
    data = [{
        'ID': s.submittal_id,
        'Spec': s.spec_section,
        'Title': s.title,
        'Type': s.submittal_type.value,
        'Status': s.status.value,
        'Rev': s.revision,
        'Submitted': s.submitted_date,
        'Required': s.required_date,
        'Approved': s.approved_date
    } for s in self.submittals.values()]
    pd.DataFrame(data).to_excel(output_path, index=False)

Quick Start

tracker = SubmittalTracker("Office Tower")

sub = tracker.create_submittal("09 29 00", "Gypsum Board", SubmittalType.PRODUCT_DATA, "ABC Drywall", date.today() + timedelta(days=14)) tracker.submit(sub.submittal_id, ["spec_sheet.pdf"]) tracker.review(sub.submittal_id, SubmittalStatus.APPROVED, "Architect")

Resources

• DDC Book: Chapter 4 - Document Control