Material Tracker

Business Case

Problem Statement

Material management challenges:

• Tracking multiple orders
• Coordinating deliveries
• Avoiding stockouts
• Managing lead times

Solution

Comprehensive material tracking system to monitor orders, deliveries, inventory, and alert on potential issues.

Technical Implementation

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


class OrderStatus(Enum):
    DRAFT = "draft"
    SUBMITTED = "submitted"
    CONFIRMED = "confirmed"
    IN_PRODUCTION = "in_production"
    SHIPPED = "shipped"
    DELIVERED = "delivered"
    PARTIAL = "partial"
    CANCELLED = "cancelled"


class PriorityLevel(Enum):
    CRITICAL = "critical"
    HIGH = "high"
    NORMAL = "normal"
    LOW = "low"


@dataclass
class MaterialOrder:
    order_id: str
    material_code: str
    material_name: str
    supplier: str
    quantity: float
    unit: str
    unit_cost: float
    total_cost: float
    order_date: date
    required_date: date
    expected_delivery: date
    actual_delivery: Optional[date]
    status: OrderStatus
    priority: PriorityLevel
    delivered_qty: float = 0
    notes: str = ""


@dataclass
class InventoryItem:
    material_code: str
    material_name: str
    current_stock: float
    unit: str
    min_stock: float
    max_stock: float
    reorder_point: float
    location: str
    last_updated: date


@dataclass
class Delivery:
    delivery_id: str
    order_id: str
    delivery_date: date
    quantity: float
    received_by: str
    condition: str  # good, damaged, partial
    notes: str = ""


class MaterialTracker:
    """Track construction materials."""

    def __init__(self, project_name: str):
        self.project_name = project_name
        self.orders: Dict[str, MaterialOrder] = {}
        self.inventory: Dict[str, InventoryItem] = {}
        self.deliveries: List[Delivery] = []

    def create_order(self,
                     order_id: str,
                     material_code: str,
                     material_name: str,
                     supplier: str,
                     quantity: float,
                     unit: str,
                     unit_cost: float,
                     required_date: date,
                     lead_time_days: int = 14,
                     priority: PriorityLevel = PriorityLevel.NORMAL) -> MaterialOrder:
        """Create new material order."""

        order = MaterialOrder(
            order_id=order_id,
            material_code=material_code,
            material_name=material_name,
            supplier=supplier,
            quantity=quantity,
            unit=unit,
            unit_cost=unit_cost,
            total_cost=round(quantity * unit_cost, 2),
            order_date=date.today(),
            required_date=required_date,
            expected_delivery=date.today() + timedelta(days=lead_time_days),
            actual_delivery=None,
            status=OrderStatus.DRAFT,
            priority=priority
        )

        self.orders[order_id] = order
        return order

    def update_order_status(self, order_id: str, status: OrderStatus):
        """Update order status."""
        if order_id in self.orders:
            self.orders[order_id].status = status

    def record_delivery(self,
                        order_id: str,
                        quantity: float,
                        received_by: str,
                        condition: str = "good",
                        notes: str = "") -> Optional[Delivery]:
        """Record material delivery."""

        if order_id not in self.orders:
            return None

        order = self.orders[order_id]

        delivery = Delivery(
            delivery_id=f"DEL-{len(self.deliveries)+1:04d}",
            order_id=order_id,
            delivery_date=date.today(),
            quantity=quantity,
            received_by=received_by,
            condition=condition,
            notes=notes
        )

        self.deliveries.append(delivery)

        # Update order
        order.delivered_qty += quantity
        order.actual_delivery = date.today()

        if order.delivered_qty >= order.quantity:
            order.status = OrderStatus.DELIVERED
        else:
            order.status = OrderStatus.PARTIAL

        # Update inventory
        if order.material_code in self.inventory:
            self.inventory[order.material_code].current_stock += quantity
            self.inventory[order.material_code].last_updated = date.today()

        return delivery

    def add_inventory_item(self,
                           material_code: str,
                           material_name: str,
                           current_stock: float,
                           unit: str,
                           min_stock: float,
                           max_stock: float,
                           location: str):
        """Add item to inventory tracking."""

        reorder_point = min_stock + (max_stock - min_stock) * 0.3

        self.inventory[material_code] = InventoryItem(
            material_code=material_code,
            material_name=material_name,
            current_stock=current_stock,
            unit=unit,
            min_stock=min_stock,
            max_stock=max_stock,
            reorder_point=reorder_point,
            location=location,
            last_updated=date.today()
        )

    def consume_material(self,
                         material_code: str,
                         quantity: float,
                         activity: str = "") -> bool:
        """Record material consumption."""

        if material_code not in self.inventory:
            return False

        item = self.inventory[material_code]
        if item.current_stock < quantity:
            return False

        item.current_stock -= quantity
        item.last_updated = date.today()
        return True

    def get_pending_orders(self) -> List[MaterialOrder]:
        """Get all pending orders."""
        return [
            o for o in self.orders.values()
            if o.status not in [OrderStatus.DELIVERED, OrderStatus.CANCELLED]
        ]

    def get_late_orders(self) -> List[Dict[str, Any]]:
        """Get orders that are late or at risk."""

        late = []
        today = date.today()

        for order in self.orders.values():
            if order.status in [OrderStatus.DELIVERED, OrderStatus.CANCELLED]:
                continue

            days_late = (today - order.expected_delivery).days

            if days_late > 0 or (order.required_date - today).days < 3:
                late.append({
                    'order_id': order.order_id,
                    'material': order.material_name,
                    'supplier': order.supplier,
                    'required_date': order.required_date,
                    'expected_delivery': order.expected_delivery,
                    'days_late': max(0, days_late),
                    'days_until_required': (order.required_date - today).days,
                    'status': order.status.value,
                    'priority': order.priority.value
                })

        return sorted(late, key=lambda x: x['days_until_required'])

    def get_low_stock_items(self) -> List[Dict[str, Any]]:
        """Get items at or below reorder point."""

        low_stock = []

        for item in self.inventory.values():
            if item.current_stock <= item.reorder_point:
                low_stock.append({
                    'material_code': item.material_code,
                    'material_name': item.material_name,
                    'current_stock': item.current_stock,
                    'reorder_point': item.reorder_point,
                    'min_stock': item.min_stock,
                    'unit': item.unit,
                    'location': item.location,
                    'urgency': 'CRITICAL' if item.current_stock <= item.min_stock else 'REORDER'
                })

        return sorted(low_stock, key=lambda x: x['current_stock'])

    def get_delivery_schedule(self, days_ahead: int = 14) -> pd.DataFrame:
        """Get expected deliveries for coming days."""

        today = date.today()
        end_date = today + timedelta(days=days_ahead)

        scheduled = []

        for order in self.orders.values():
            if order.status in [OrderStatus.DELIVERED, OrderStatus.CANCELLED]:
                continue

            if today <= order.expected_delivery <= end_date:
                scheduled.append({
                    'Date': order.expected_delivery,
                    'Order ID': order.order_id,
                    'Material': order.material_name,
                    'Quantity': order.quantity,
                    'Unit': order.unit,
                    'Supplier': order.supplier,
                    'Priority': order.priority.value
                })

        return pd.DataFrame(scheduled).sort_values('Date') if scheduled else pd.DataFrame()

    def calculate_material_cost_summary(self) -> Dict[str, Any]:
        """Calculate material cost summary."""

        total_ordered = sum(o.total_cost for o in self.orders.values())
        total_delivered = sum(
            o.delivered_qty * o.unit_cost
            for o in self.orders.values()
        )
        total_pending = total_ordered - total_delivered

        by_supplier = {}
        for order in self.orders.values():
            if order.supplier not in by_supplier:
                by_supplier[order.supplier] = 0
            by_supplier[order.supplier] += order.total_cost

        return {
            'total_ordered': round(total_ordered, 2),
            'total_delivered': round(total_delivered, 2),
            'total_pending': round(total_pending, 2),
            'order_count': len(self.orders),
            'by_supplier': by_supplier
        }

    def export_to_excel(self, output_path: str) -> str:
        """Export material tracking to Excel."""

        with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
            # Orders
            orders_df = pd.DataFrame([
                {
                    'Order ID': o.order_id,
                    'Material': o.material_name,
                    'Supplier': o.supplier,
                    'Quantity': o.quantity,
                    'Unit': o.unit,
                    'Unit Cost': o.unit_cost,
                    'Total Cost': o.total_cost,
                    'Order Date': o.order_date,
                    'Required': o.required_date,
                    'Expected': o.expected_delivery,
                    'Status': o.status.value,
                    'Delivered': o.delivered_qty
                }
                for o in self.orders.values()
            ])
            orders_df.to_excel(writer, sheet_name='Orders', index=False)

            # Inventory
            if self.inventory:
                inv_df = pd.DataFrame([
                    {
                        'Code': i.material_code,
                        'Name': i.material_name,
                        'Stock': i.current_stock,
                        'Unit': i.unit,
                        'Min': i.min_stock,
                        'Max': i.max_stock,
                        'Reorder Point': i.reorder_point,
                        'Location': i.location
                    }
                    for i in self.inventory.values()
                ])
                inv_df.to_excel(writer, sheet_name='Inventory', index=False)

            # Late orders
            late = self.get_late_orders()
            if late:
                late_df = pd.DataFrame(late)
                late_df.to_excel(writer, sheet_name='Late Orders', index=False)

            # Low stock
            low = self.get_low_stock_items()
            if low:
                low_df = pd.DataFrame(low)
                low_df.to_excel(writer, sheet_name='Low Stock', index=False)

        return output_path

Quick Start

from datetime import date, timedelta

# Initialize tracker
tracker = MaterialTracker("Office Building A")

# Create order
order = tracker.create_order(
    order_id="PO-001",
    material_code="CONC-C30",
    material_name="Concrete C30",
    supplier="ABC Ready Mix",
    quantity=200,
    unit="m3",
    unit_cost=150,
    required_date=date.today() + timedelta(days=10),
    lead_time_days=3,
    priority=PriorityLevel.HIGH
)

# Update status
tracker.update_order_status("PO-001", OrderStatus.CONFIRMED)

# Record delivery
tracker.record_delivery("PO-001", quantity=200, received_by="John Smith")

Common Use Cases

1. Check Late Orders

late = tracker.get_late_orders()
for order in late:
    print(f"{order['order_id']}: {order['days_late']} days late")

2. Low Stock Alert

low_stock = tracker.get_low_stock_items()
for item in low_stock:
    print(f"{item['material_name']}: {item['current_stock']} {item['unit']} - {item['urgency']}")

3. Delivery Schedule

schedule = tracker.get_delivery_schedule(days_ahead=7)
print(schedule)

Resources

• DDC Book: Chapter 3.2 - Material Management