warranty-tracker

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Original

English

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Translation

Chinese

Warranty Tracker

质保跟踪系统

Business Case

业务场景

Problem Statement

问题陈述

Warranty management is often neglected:

Missing warranty documentation
Expired warranties untracked
Difficult to file claims
Scattered across multiple files

质保管理常被忽视：

质保文档缺失
过期质保未被跟踪
索赔申请流程繁琐
文档分散存储在多个文件中

Solution

解决方案

Centralized warranty tracking system that monitors expiration dates, stores documentation, and manages claims.

集中式质保跟踪系统，可监控到期日期、存储相关文档并管理索赔申请。

Business Value

业务价值

Cost savings - File claims before expiration
Organization - Central warranty repository
Compliance - Meet handover requirements
Proactive - Automatic expiration alerts

成本节约 - 在质保到期前完成索赔申请
有序管理 - 集中化质保存储库
合规性 - 满足项目移交要求
主动预警 - 自动发送到期提醒

Technical Implementation

技术实现

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 WarrantyType(Enum):
    """Types of warranties."""
    MANUFACTURER = "manufacturer"
    CONTRACTOR = "contractor"
    INSTALLER = "installer"
    EXTENDED = "extended"
    PERFORMANCE = "performance"


class WarrantyStatus(Enum):
    """Warranty status."""
    ACTIVE = "active"
    EXPIRING_SOON = "expiring_soon"  # Within 90 days
    EXPIRED = "expired"
    CLAIMED = "claimed"
    VOID = "void"


class ClaimStatus(Enum):
    """Warranty claim status."""
    DRAFT = "draft"
    SUBMITTED = "submitted"
    UNDER_REVIEW = "under_review"
    APPROVED = "approved"
    DENIED = "denied"
    RESOLVED = "resolved"


class BuildingSystem(Enum):
    """Building systems."""
    STRUCTURAL = "structural"
    ROOFING = "roofing"
    HVAC = "hvac"
    ELECTRICAL = "electrical"
    PLUMBING = "plumbing"
    ELEVATORS = "elevators"
    FIRE_PROTECTION = "fire_protection"
    GLAZING = "glazing"
    FLOORING = "flooring"
    PAINTING = "painting"
    APPLIANCES = "appliances"
    EXTERIOR = "exterior"
    OTHER = "other"


@dataclass
class WarrantyDocument:
    """Warranty document reference."""
    document_id: str
    filename: str
    document_type: str  # certificate, manual, conditions
    upload_date: date
    file_path: str


@dataclass
class Warranty:
    """Warranty record."""
    warranty_id: str
    item_description: str
    system: BuildingSystem
    warranty_type: WarrantyType
    manufacturer: str
    contractor: str
    start_date: date
    end_date: date
    duration_years: int
    coverage_details: str
    exclusions: str
    contact_name: str
    contact_phone: str
    contact_email: str
    location: str
    documents: List[WarrantyDocument] = field(default_factory=list)
    notes: str = ""

    @property
    def status(self) -> WarrantyStatus:
        """Calculate current warranty status."""
        today = date.today()
        if today > self.end_date:
            return WarrantyStatus.EXPIRED
        elif (self.end_date - today).days <= 90:
            return WarrantyStatus.EXPIRING_SOON
        else:
            return WarrantyStatus.ACTIVE

    @property
    def days_remaining(self) -> int:
        """Days until warranty expires."""
        return (self.end_date - date.today()).days

    def to_dict(self) -> Dict[str, Any]:
        return {
            'warranty_id': self.warranty_id,
            'item': self.item_description,
            'system': self.system.value,
            'type': self.warranty_type.value,
            'manufacturer': self.manufacturer,
            'contractor': self.contractor,
            'start_date': self.start_date.isoformat(),
            'end_date': self.end_date.isoformat(),
            'duration_years': self.duration_years,
            'status': self.status.value,
            'days_remaining': self.days_remaining,
            'contact': self.contact_email
        }


@dataclass
class WarrantyClaim:
    """Warranty claim record."""
    claim_id: str
    warranty_id: str
    issue_description: str
    issue_date: date
    reported_date: date
    status: ClaimStatus
    reported_by: str
    resolution: str = ""
    resolution_date: Optional[date] = None
    cost_covered: float = 0.0
    documents: List[str] = field(default_factory=list)
    notes: str = ""


class WarrantyTracker:
    """Track and manage construction warranties."""

    EXPIRING_THRESHOLD_DAYS = 90

    def __init__(self, project_name: str, substantial_completion_date: date):
        self.project_name = project_name
        self.completion_date = substantial_completion_date
        self.warranties: Dict[str, Warranty] = {}
        self.claims: Dict[str, WarrantyClaim] = {}
        self._warranty_counter = 0
        self._claim_counter = 0

    def add_warranty(self,
                    item_description: str,
                    system: BuildingSystem,
                    warranty_type: WarrantyType,
                    manufacturer: str,
                    contractor: str,
                    duration_years: int,
                    coverage_details: str,
                    contact_email: str,
                    start_date: date = None,
                    contact_name: str = "",
                    contact_phone: str = "",
                    exclusions: str = "",
                    location: str = "") -> Warranty:
        """Add new warranty record."""
        self._warranty_counter += 1
        warranty_id = f"WRT-{self._warranty_counter:04d}"

        start = start_date or self.completion_date
        end = start + timedelta(days=duration_years * 365)

        warranty = Warranty(
            warranty_id=warranty_id,
            item_description=item_description,
            system=system,
            warranty_type=warranty_type,
            manufacturer=manufacturer,
            contractor=contractor,
            start_date=start,
            end_date=end,
            duration_years=duration_years,
            coverage_details=coverage_details,
            exclusions=exclusions,
            contact_name=contact_name,
            contact_phone=contact_phone,
            contact_email=contact_email,
            location=location
        )

        self.warranties[warranty_id] = warranty
        return warranty

    def add_document(self, warranty_id: str,
                    filename: str,
                    document_type: str,
                    file_path: str) -> WarrantyDocument:
        """Add document to warranty."""
        if warranty_id not in self.warranties:
            raise ValueError(f"Warranty {warranty_id} not found")

        doc_id = f"{warranty_id}-DOC-{len(self.warranties[warranty_id].documents) + 1:02d}"
        document = WarrantyDocument(
            document_id=doc_id,
            filename=filename,
            document_type=document_type,
            upload_date=date.today(),
            file_path=file_path
        )

        self.warranties[warranty_id].documents.append(document)
        return document

    def file_claim(self,
                  warranty_id: str,
                  issue_description: str,
                  issue_date: date,
                  reported_by: str) -> WarrantyClaim:
        """File warranty claim."""
        if warranty_id not in self.warranties:
            raise ValueError(f"Warranty {warranty_id} not found")

        warranty = self.warranties[warranty_id]

        # Check if warranty is active
        if warranty.status == WarrantyStatus.EXPIRED:
            raise ValueError(f"Warranty {warranty_id} has expired")

        self._claim_counter += 1
        claim_id = f"CLM-{self._claim_counter:04d}"

        claim = WarrantyClaim(
            claim_id=claim_id,
            warranty_id=warranty_id,
            issue_description=issue_description,
            issue_date=issue_date,
            reported_date=date.today(),
            status=ClaimStatus.DRAFT,
            reported_by=reported_by
        )

        self.claims[claim_id] = claim
        return claim

    def update_claim_status(self, claim_id: str,
                           status: ClaimStatus,
                           resolution: str = "",
                           cost_covered: float = 0.0):
        """Update claim status."""
        if claim_id not in self.claims:
            raise ValueError(f"Claim {claim_id} not found")

        claim = self.claims[claim_id]
        claim.status = status

        if resolution:
            claim.resolution = resolution

        if cost_covered > 0:
            claim.cost_covered = cost_covered

        if status in [ClaimStatus.APPROVED, ClaimStatus.DENIED, ClaimStatus.RESOLVED]:
            claim.resolution_date = date.today()

    def get_expiring_warranties(self, days: int = None) -> List[Warranty]:
        """Get warranties expiring within specified days."""
        threshold = days or self.EXPIRING_THRESHOLD_DAYS
        cutoff = date.today() + timedelta(days=threshold)

        return [w for w in self.warranties.values()
                if w.status == WarrantyStatus.ACTIVE and w.end_date <= cutoff]

    def get_active_warranties(self) -> List[Warranty]:
        """Get all active warranties."""
        return [w for w in self.warranties.values()
                if w.status in [WarrantyStatus.ACTIVE, WarrantyStatus.EXPIRING_SOON]]

    def get_warranties_by_system(self, system: BuildingSystem) -> List[Warranty]:
        """Get warranties for specific building system."""
        return [w for w in self.warranties.values() if w.system == system]

    def get_summary(self) -> Dict[str, Any]:
        """Generate warranty summary."""
        by_status = {}
        by_system = {}

        for warranty in self.warranties.values():
            # By status
            status = warranty.status.value
            by_status[status] = by_status.get(status, 0) + 1

            # By system
            system = warranty.system.value
            by_system[system] = by_system.get(system, 0) + 1

        # Claims summary
        open_claims = sum(1 for c in self.claims.values()
                        if c.status not in [ClaimStatus.RESOLVED, ClaimStatus.DENIED])
        total_covered = sum(c.cost_covered for c in self.claims.values()
                          if c.status == ClaimStatus.RESOLVED)

        return {
            'total_warranties': len(self.warranties),
            'by_status': by_status,
            'by_system': by_system,
            'expiring_soon': len(self.get_expiring_warranties()),
            'total_claims': len(self.claims),
            'open_claims': open_claims,
            'total_cost_recovered': total_covered,
            'project': self.project_name,
            'completion_date': self.completion_date.isoformat()
        }

    def generate_expiration_report(self, months_ahead: int = 12) -> pd.DataFrame:
        """Generate warranty expiration report."""
        cutoff = date.today() + timedelta(days=months_ahead * 30)
        upcoming = [w for w in self.warranties.values() if w.end_date <= cutoff]

        data = []
        for w in sorted(upcoming, key=lambda x: x.end_date):
            data.append({
                'Warranty ID': w.warranty_id,
                'Item': w.item_description,
                'System': w.system.value,
                'Manufacturer': w.manufacturer,
                'End Date': w.end_date,
                'Days Remaining': w.days_remaining,
                'Status': w.status.value,
                'Contact': w.contact_email
            })

        return pd.DataFrame(data)

    def export_to_excel(self, output_path: str):
        """Export all warranty data to Excel."""
        with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
            # Warranties
            warranties_df = pd.DataFrame([w.to_dict() for w in self.warranties.values()])
            if not warranties_df.empty:
                warranties_df.to_excel(writer, sheet_name='Warranties', index=False)

            # Claims
            claims_data = []
            for claim in self.claims.values():
                warranty = self.warranties.get(claim.warranty_id)
                claims_data.append({
                    'Claim ID': claim.claim_id,
                    'Warranty ID': claim.warranty_id,
                    'Item': warranty.item_description if warranty else '',
                    'Issue': claim.issue_description,
                    'Issue Date': claim.issue_date,
                    'Status': claim.status.value,
                    'Resolution': claim.resolution,
                    'Cost Covered': claim.cost_covered
                })

            if claims_data:
                pd.DataFrame(claims_data).to_excel(writer, sheet_name='Claims', index=False)

            # Expiring soon
            expiring = self.generate_expiration_report(6)
            if not expiring.empty:
                expiring.to_excel(writer, sheet_name='Expiring Soon', index=False)

        return output_path

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 WarrantyType(Enum):
    """Types of warranties."""
    MANUFACTURER = "manufacturer"
    CONTRACTOR = "contractor"
    INSTALLER = "installer"
    EXTENDED = "extended"
    PERFORMANCE = "performance"


class WarrantyStatus(Enum):
    """Warranty status."""
    ACTIVE = "active"
    EXPIRING_SOON = "expiring_soon"  # Within 90 days
    EXPIRED = "expired"
    CLAIMED = "claimed"
    VOID = "void"


class ClaimStatus(Enum):
    """Warranty claim status."""
    DRAFT = "draft"
    SUBMITTED = "submitted"
    UNDER_REVIEW = "under_review"
    APPROVED = "approved"
    DENIED = "denied"
    RESOLVED = "resolved"


class BuildingSystem(Enum):
    """Building systems."""
    STRUCTURAL = "structural"
    ROOFING = "roofing"
    HVAC = "hvac"
    ELECTRICAL = "electrical"
    PLUMBING = "plumbing"
    ELEVATORS = "elevators"
    FIRE_PROTECTION = "fire_protection"
    GLAZING = "glazing"
    FLOORING = "flooring"
    PAINTING = "painting"
    APPLIANCES = "appliances"
    EXTERIOR = "exterior"
    OTHER = "other"


@dataclass
class WarrantyDocument:
    """Warranty document reference."""
    document_id: str
    filename: str
    document_type: str  # certificate, manual, conditions
    upload_date: date
    file_path: str


@dataclass
class Warranty:
    """Warranty record."""
    warranty_id: str
    item_description: str
    system: BuildingSystem
    warranty_type: WarrantyType
    manufacturer: str
    contractor: str
    start_date: date
    end_date: date
    duration_years: int
    coverage_details: str
    exclusions: str
    contact_name: str
    contact_phone: str
    contact_email: str
    location: str
    documents: List[WarrantyDocument] = field(default_factory=list)
    notes: str = ""

    @property
    def status(self) -> WarrantyStatus:
        """Calculate current warranty status."""
        today = date.today()
        if today > self.end_date:
            return WarrantyStatus.EXPIRED
        elif (self.end_date - today).days <= 90:
            return WarrantyStatus.EXPIRING_SOON
        else:
            return WarrantyStatus.ACTIVE

    @property
    def days_remaining(self) -> int:
        """Days until warranty expires."""
        return (self.end_date - date.today()).days

    def to_dict(self) -> Dict[str, Any]:
        return {
            'warranty_id': self.warranty_id,
            'item': self.item_description,
            'system': self.system.value,
            'type': self.warranty_type.value,
            'manufacturer': self.manufacturer,
            'contractor': self.contractor,
            'start_date': self.start_date.isoformat(),
            'end_date': self.end_date.isoformat(),
            'duration_years': self.duration_years,
            'status': self.status.value,
            'days_remaining': self.days_remaining,
            'contact': self.contact_email
        }


@dataclass
class WarrantyClaim:
    """Warranty claim record."""
    claim_id: str
    warranty_id: str
    issue_description: str
    issue_date: date
    reported_date: date
    status: ClaimStatus
    reported_by: str
    resolution: str = ""
    resolution_date: Optional[date] = None
    cost_covered: float = 0.0
    documents: List[str] = field(default_factory=list)
    notes: str = ""


class WarrantyTracker:
    """Track and manage construction warranties."""

    EXPIRING_THRESHOLD_DAYS = 90

    def __init__(self, project_name: str, substantial_completion_date: date):
        self.project_name = project_name
        self.completion_date = substantial_completion_date
        self.warranties: Dict[str, Warranty] = {}
        self.claims: Dict[str, WarrantyClaim] = {}
        self._warranty_counter = 0
        self._claim_counter = 0

    def add_warranty(self,
                    item_description: str,
                    system: BuildingSystem,
                    warranty_type: WarrantyType,
                    manufacturer: str,
                    contractor: str,
                    duration_years: int,
                    coverage_details: str,
                    contact_email: str,
                    start_date: date = None,
                    contact_name: str = "",
                    contact_phone: str = "",
                    exclusions: str = "",
                    location: str = "") -> Warranty:
        """Add new warranty record."""
        self._warranty_counter += 1
        warranty_id = f"WRT-{self._warranty_counter:04d}"

        start = start_date or self.completion_date
        end = start + timedelta(days=duration_years * 365)

        warranty = Warranty(
            warranty_id=warranty_id,
            item_description=item_description,
            system=system,
            warranty_type=warranty_type,
            manufacturer=manufacturer,
            contractor=contractor,
            start_date=start,
            end_date=end,
            duration_years=duration_years,
            coverage_details=coverage_details,
            exclusions=exclusions,
            contact_name=contact_name,
            contact_phone=contact_phone,
            contact_email=contact_email,
            location=location
        )

        self.warranties[warranty_id] = warranty
        return warranty

    def add_document(self, warranty_id: str,
                    filename: str,
                    document_type: str,
                    file_path: str) -> WarrantyDocument:
        """Add document to warranty."""
        if warranty_id not in self.warranties:
            raise ValueError(f"Warranty {warranty_id} not found")

        doc_id = f"{warranty_id}-DOC-{len(self.warranties[warranty_id].documents) + 1:02d}"
        document = WarrantyDocument(
            document_id=doc_id,
            filename=filename,
            document_type=document_type,
            upload_date=date.today(),
            file_path=file_path
        )

        self.warranties[warranty_id].documents.append(document)
        return document

    def file_claim(self,
                  warranty_id: str,
                  issue_description: str,
                  issue_date: date,
                  reported_by: str) -> WarrantyClaim:
        """File warranty claim."""
        if warranty_id not in self.warranties:
            raise ValueError(f"Warranty {warranty_id} not found")

        warranty = self.warranties[warranty_id]

        # Check if warranty is active
        if warranty.status == WarrantyStatus.EXPIRED:
            raise ValueError(f"Warranty {warranty_id} has expired")

        self._claim_counter += 1
        claim_id = f"CLM-{self._claim_counter:04d}"

        claim = WarrantyClaim(
            claim_id=claim_id,
            warranty_id=warranty_id,
            issue_description=issue_description,
            issue_date=issue_date,
            reported_date=date.today(),
            status=ClaimStatus.DRAFT,
            reported_by=reported_by
        )

        self.claims[claim_id] = claim
        return claim

    def update_claim_status(self, claim_id: str,
                           status: ClaimStatus,
                           resolution: str = "",
                           cost_covered: float = 0.0):
        """Update claim status."""
        if claim_id not in self.claims:
            raise ValueError(f"Claim {claim_id} not found")

        claim = self.claims[claim_id]
        claim.status = status

        if resolution:
            claim.resolution = resolution

        if cost_covered > 0:
            claim.cost_covered = cost_covered

        if status in [ClaimStatus.APPROVED, ClaimStatus.DENIED, ClaimStatus.RESOLVED]:
            claim.resolution_date = date.today()

    def get_expiring_warranties(self, days: int = None) -> List[Warranty]:
        """Get warranties expiring within specified days."""
        threshold = days or self.EXPIRING_THRESHOLD_DAYS
        cutoff = date.today() + timedelta(days=threshold)

        return [w for w in self.warranties.values()
                if w.status == WarrantyStatus.ACTIVE and w.end_date <= cutoff]

    def get_active_warranties(self) -> List[Warranty]:
        """Get all active warranties."""
        return [w for w in self.warranties.values()
                if w.status in [WarrantyStatus.ACTIVE, WarrantyStatus.EXPIRING_SOON]]

    def get_warranties_by_system(self, system: BuildingSystem) -> List[Warranty]:
        """Get warranties for specific building system."""
        return [w for w in self.warranties.values() if w.system == system]

    def get_summary(self) -> Dict[str, Any]:
        """Generate warranty summary."""
        by_status = {}
        by_system = {}

        for warranty in self.warranties.values():
            # By status
            status = warranty.status.value
            by_status[status] = by_status.get(status, 0) + 1

            # By system
            system = warranty.system.value
            by_system[system] = by_system.get(system, 0) + 1

        # Claims summary
        open_claims = sum(1 for c in self.claims.values()
                        if c.status not in [ClaimStatus.RESOLVED, ClaimStatus.DENIED])
        total_covered = sum(c.cost_covered for c in self.claims.values()
                          if c.status == ClaimStatus.RESOLVED)

        return {
            'total_warranties': len(self.warranties),
            'by_status': by_status,
            'by_system': by_system,
            'expiring_soon': len(self.get_expiring_warranties()),
            'total_claims': len(self.claims),
            'open_claims': open_claims,
            'total_cost_recovered': total_covered,
            'project': self.project_name,
            'completion_date': self.completion_date.isoformat()
        }

    def generate_expiration_report(self, months_ahead: int = 12) -> pd.DataFrame:
        """Generate warranty expiration report."""
        cutoff = date.today() + timedelta(days=months_ahead * 30)
        upcoming = [w for w in self.warranties.values() if w.end_date <= cutoff]

        data = []
        for w in sorted(upcoming, key=lambda x: x.end_date):
            data.append({
                'Warranty ID': w.warranty_id,
                'Item': w.item_description,
                'System': w.system.value,
                'Manufacturer': w.manufacturer,
                'End Date': w.end_date,
                'Days Remaining': w.days_remaining,
                'Status': w.status.value,
                'Contact': w.contact_email
            })

        return pd.DataFrame(data)

    def export_to_excel(self, output_path: str):
        """Export all warranty data to Excel."""
        with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
            # Warranties
            warranties_df = pd.DataFrame([w.to_dict() for w in self.warranties.values()])
            if not warranties_df.empty:
                warranties_df.to_excel(writer, sheet_name='Warranties', index=False)

            # Claims
            claims_data = []
            for claim in self.claims.values():
                warranty = self.warranties.get(claim.warranty_id)
                claims_data.append({
                    'Claim ID': claim.claim_id,
                    'Warranty ID': claim.warranty_id,
                    'Item': warranty.item_description if warranty else '',
                    'Issue': claim.issue_description,
                    'Issue Date': claim.issue_date,
                    'Status': claim.status.value,
                    'Resolution': claim.resolution,
                    'Cost Covered': claim.cost_covered
                })

            if claims_data:
                pd.DataFrame(claims_data).to_excel(writer, sheet_name='Claims', index=False)

            # Expiring soon
            expiring = self.generate_expiration_report(6)
            if not expiring.empty:
                expiring.to_excel(writer, sheet_name='Expiring Soon', index=False)

        return output_path

Quick Start

快速开始

python

from datetime import date

python

from datetime import date

Initialize tracker

tracker = WarrantyTracker( project_name="Office Tower", substantial_completion_date=date(2024, 6, 1) )

Add warranties

tracker.add_warranty( item_description="HVAC System - Rooftop Units", system=BuildingSystem.HVAC, warranty_type=WarrantyType.MANUFACTURER, manufacturer="Carrier", contractor="ABC Mechanical", duration_years=5, coverage_details="Parts and labor for manufacturing defects", contact_email="warranty@carrier.com" )

Check expiring warranties

expiring = tracker.get_expiring_warranties(90) print(f"Warranties expiring in 90 days: {len(expiring)}")

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expiring = tracker.get_expiring_warranties(90) print(f"Warranties expiring in 90 days: {len(expiring)}")

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Common Use Cases

常见使用场景

1. Monthly Review

1. 月度检查

python

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python

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Get expiration report

report = tracker.generate_expiration_report(months_ahead=3) print(report[['Item', 'End Date', 'Days Remaining']])

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report = tracker.generate_expiration_report(months_ahead=3) print(report[['Item', 'End Date', 'Days Remaining']])

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2. File Claim

2. 提交索赔申请

python

claim = tracker.file_claim(
    warranty_id="WRT-0001",
    issue_description="RTU-1 compressor failure",
    issue_date=date.today(),
    reported_by="Building Manager"
)

python

claim = tracker.file_claim(
    warranty_id="WRT-0001",
    issue_description="RTU-1 compressor failure",
    issue_date=date.today(),
    reported_by="Building Manager"
)

3. Export for Handover

3. 导出用于项目移交

python

tracker.export_to_excel("warranty_register.xlsx")

python

tracker.export_to_excel("warranty_register.xlsx")

Resources

参考资源

DDC Book: Chapter 5 - Project Closeout
Reference: AIA Document G714

DDC手册：第5章 - 项目收尾
参考文档：AIA Document G714