By name: planset-bom description: This skill should be used when the user asks to "read a planset", "generate a BOM", "create a bill of materials from a plan set", "extract equipment from a planset", "pull the BOM from this PDF", "what's on this planset", "read this design plan", or drops a Photon Brothers stamped planset PDF. Produces a full bill of materials from a PB solar/storage design planset, outputting CSV, Markdown, and JSON matched to the InternalProduct inventory schema. version: 0.1.0
Planset BOM Skill
Generate a complete Bill of Materials from a Photon Brothers stamped solar/storage planset PDF.
What This Skill Does
Read a PB planset PDF and extract every line item into a structured BOM covering:
- Solar PV modules (make, model, wattage, qty)
- Battery & inverter (Tesla Powerwall-3, kWh, part number)
- Rapid shutdown devices
- Racking & mounting hardware (rails, attachments, clamps, screws)
- Electrical BOS (J-box, AC disconnect, ground lugs, breakers)
- Monitoring & controls (gateway, production meter)
Output all three formats: CSV, Markdown, and JSON (inventory-ready).
Planset Structure
Every PB planset is a stamped AutoCAD PDF with consistent sheet numbering:
| Sheet | Source | What to Extract |
|---|---|---|
| PV-0 | Cover sheet | System size (kWdc/kWac), equipment list with (N)/(E) prefixes |
| PV-2 | Roof plan | BILL OF MATERIALS table — primary source |
| PV-4 | Electrical line diagram | Equipment model numbers, AC disconnect callout, rapid shutdown switch |
| PV-5 | Electrical calculation | OCPD rating for validation |
| PV-6 | Warning labels | ESS kWh size for battery validation |
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:
- Call
GET /api/bom/feedback(or query the DB directly) - Review notes about missing items, wrong quantities, or extraction gaps
- 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,systemSizeKwacfrom headline:16 MODULES-ROOF MOUNTED - 7.040 kWDC, 11.500 kWACcustomer,address,apn,utility,ahjfrom the title block (right side of sheet)plansetRev,stampDatefrom 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 SKUTGN3322R(3-pole, for service upgrade jobs with neutral) - If callout says
2-WIREor no wire count → use SKUDG222URB(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:
- Markdown table — grouped by category, with validation summary
- CSV — ready to import into Google Sheets or inventory
- 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
| Source | EQUIPMENT Label | Category | Notes |
|---|---|---|---|
| PV-2 | SOLAR PV MODULE | MODULE |
e.g. "SEG Solar", "Hyundai Solar" |
| PV-2 | BATTERY & INVERTER | BATTERY |
"Tesla" (Powerwall-3 is combo unit) |
| PV-2 | RAPID SHUTDOWN | RAPID_SHUTDOWN |
"Tesla" MCI-2 devices |
| PV-4 SLD | RAPID SHUTDOWN SWITCH | RAPID_SHUTDOWN |
"IMO" — NOT in PV-2 BOM; scan SLD diagram |
| PV-2 | RAIL | RACKING |
"IronRidge" XR10 or XR100 per roof type |
| PV-2 | BONDED SPLICE | RACKING |
"IronRidge" |
| PV-2 | CLAMP (MID/END) | RACKING |
"IronRidge" |
| PV-2 | ATTACHMENT | RACKING |
"IronRidge" (HUG = Halo Ultragrip) |
| PV-2 | RD STRUCTURAL SCREW | RACKING |
"IronRidge" (HW-RD1430-01-M1) |
| PV-2 | GROUNDING LUG | ELECTRICAL_BOS |
— |
| PV-2 | JUNCTION BOX | ELECTRICAL_BOS |
"EZ Solar" (JB-1.2) |
| PV-2 | AC DISCONNECT | ELECTRICAL_BOS |
Check PV-4 SLD: 2-WIRE → DG222URB, 3-WIRE → TGN3322R |
| PV-2 | TESLA BACKUP GATEWAY | MONITORING |
"Tesla" (Backup Gateway-3) |
| PV-2 | PRODUCTION METER | MONITORING |
"Xcel Energy" (Xcel jobs only) |
Roof Type Changes Racking Hardware
Always read DESIGN CRITERIA on PV-0 for roof type first — it determines the attachment system:
| Roof Type | Attachment | Rail | Lag Screws |
|---|---|---|---|
| ASPHALT SHINGLE | IronRidge HUG | XR10 | Yes (HW-RD1430-01-M1) |
| TRAPEZOIDAL METAL ROOF | S-5! ProteaBracket | XR100 | No |
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 rulesreferences/bom-schema.md— Full JSON schema, CSV column order, and Markdown template with example outputscripts/export-bom.py— Export script: takes BOM JSON, outputs .csv + .md + pretty JSON