Planset BOM Skill

Focus extraction on PV-2 BOM table (primary) and PV-4 SLD (part numbers, AC disconnect callout, rapid shutdown switch).

Extraction Workflow

0. Check Team Feedback

Before extracting, fetch recent feedback to calibrate:

1. Call GET /api/bom/feedback (or query the DB directly)
2. Review notes about missing items, wrong quantities, or extraction gaps
3. Keep these as observations during extraction — they do not override extraction rules

Note: The API extraction path (/api/bom/extract) and pipeline now inject feedback into the system prompt automatically. This step ensures skill-driven (interactive) sessions also benefit from feedback.

1. Read the Planset

Use the Read tool on the PDF. If it's large, read pages 1–3 first (PV-0, PV-1, PV-2), then pages 5–6 (PV-4, PV-5) for the conductor table.

2. Extract Project Header (PV-0)

From the system headline and PHOTOVOLTAIC SYSTEM SPECIFICATIONS block:

• systemSizeKwdc, systemSizeKwac from headline: 16 MODULES-ROOF MOUNTED - 7.040 kWDC, 11.500 kWAC
• customer, address, apn, utility, ahj from the title block (right side of sheet)
• plansetRev, stampDate from revisions block
• Equipment list: parse (N) [QTY] - [MAKE MODEL] lines — (N) = new, (E) = existing (skip from BOM)

3. Extract BOM Table (PV-2)

Find the BILL OF MATERIALS table with columns EQUIPMENT | QTY | DESCRIPTION.

Parse each row into:

lineItem, category, brand, model, description, qty, unitSpec, unitLabel, source="PV-2"

Also read the module detail block (upper-left of PV-2) for: module dimensions, weight, PSF, and roof coverage %.

4. Extract from PV-4 SLD (Three things to find)

Do NOT extract wires or conductors. Skip the entire conductor schedule table on PV-4 (Tags A/B/C/D). Wires are stocked internally and not needed in the BOM.

A. Rapid Shutdown Switch — scan the SLD diagram itself (not the table) for: (N) RAPID SHUTDOWN SWITCH

If present → add to BOM:

{ "category": "RAPID_SHUTDOWN", "brand": "IMO", "model": "IMO SI16-PEL64R-2",
  "description": "IMO RAPID SHUTDOWN DEVICE, SI16-PEL64R-2", "qty": 1, "source": "PV-4" }

This is the control unit that triggers the MCI-2 module-level devices. It does NOT appear in the PV-2 BOM table — only in the PV-4 SLD. Always qty 1 per job.

B. AC disconnect wire configuration — read the SLD callout for the 60A disconnect:

• If callout includes 1-PHASE, 3-WIRE → use SKU TGN3322R (3-pole, for service upgrade jobs with neutral)
• If callout says 2-WIRE or no wire count → use SKU DG222URB (2-pole, standard)

C. Part numbers — from PV-4 spec tables:

• Powerwall part number (e.g., 1707000-XX-Y) → model: "1707000-XX-Y", description: "TESLA POWERWALL 3, 13.5kWh BATTERY & INVERTER"
• Gateway part number (e.g., 1841000-X1-Y) → model: "1841000-X1-Y", description: "TESLA BACKUP GATEWAY 3, 200A, NEMA 3R"

Model field rule: Always use the manufacturer part number (alphanumeric code from the planset specs) as model, never the marketing product name. Put the product name in description.

5. Run Validation Checks

• Module count: sum of all STRING #N values = SOLAR PV MODULE qty
• Battery kWh: ESS SIZE on PV-6 = nominal battery energy on PV-4
• OCPD: PV-5 OCPD rating = AC disconnect amp rating on PV-2
• Gateway paired with battery: both present or both absent

Set validation.moduleCountMatch, batteryCapacityMatch, ocpdMatch booleans.

6. Build and Output BOM

Assemble the full BOM JSON matching the schema in references/bom-schema.md.

Output all three formats inline:

1. Markdown table — grouped by category, with validation summary
2. CSV — ready to import into Google Sheets or inventory
3. JSON — structured for /api/inventory/sync-products

Optionally run the export script if a file path is needed:

python3 .claude/skills/planset-bom/scripts/export-bom.py bom.json

Category Mapping Quick Reference

Roof Type Changes Racking Hardware

Always read DESIGN CRITERIA on PV-0 for roof type first — it determines the attachment system:

For metal roofs: ATTACHMENT row = "S-5! PROTEABRACKET ATTACHMENTS", no RD STRUCTURAL SCREW row.

Common PB Equipment

Patterns seen across multiple reviewed jobs — expect to see these on most jobs:

Modules (varies per job):

• SEG Solar SEG-440-BTD-BG (440W) — N-Type bifacial
• Hyundai Solar HiN-T440NF(BK) (440W) — N-Type TOPCon black frame

Battery/Inverter: Tesla Powerwall 3 → brand: "Tesla", model: "1707000-XX-Y", description: "TESLA POWERWALL 3, 13.5kWh BATTERY & INVERTER" (part number from PV-4 SPECIFICATIONS table)

Rapid Shutdown: Tesla MCI-2 (standard) or MCI-2 High Current — count = number of modules / 2 rounded up, or 1 per string

Racking: IronRidge XR10 rail (168" lengths), HUG attachments, HW-RD1430-01-M1 structural screws

Gateway: Tesla Backup Gateway-3, 200A, NEMA 3R (model 1841000-X1-Y)

Additional Resources

• references/extraction-guide.md — Full extraction guide with real BOM examples from two actual PB jobs (Cantwell PROJ8783 and Anderson PROJ-8539), complete conductor schedules, and validation rules
• references/bom-schema.md — Full JSON schema, CSV column order, and Markdown template with example output
• scripts/export-bom.py — Export script: takes BOM JSON, outputs .csv + .md + pretty JSON