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AI-first measure + verify; interactive/dynamic takeoff

StageBuilding
StatusPartial
Design statusIn progress
EstimateXL
ConfidenceLow
LinearPIN-412 ↗ PIN-295 ↗ PIN-439 ↗
Linear statusDone · +1 backlog
CycleC17
DesignDesign ↗
Linear epicDrawings, Documents & Takeoff
ModuleTakeoff Engine ↗

Priority: High · Route: /bids/:bidId/pdf-takeoff/:bidDocumentId

Scope

AI-driven takeoff: the estimator runs a per-system AI detection pass on the PDF drawing (auto-scale read validated against the 2×2 ceiling grid, vectorized-PDF input), reviews shaded matches through a per-system yes/no gate, and confirms to auto-fill the takeoff sheet (CSI code, system, size, qty, unit) and the estimate. A color-coded system overlay (by pressure class for ductwork, by system type for piping) lets the estimator visually verify detections instead of reading a raw list; unidentified items are flagged in an alert color. (Source: PIN-412, PIN-295, PIN-439.)

Acceptance criteria

  • "Run AI Pass" per system, with a 4-state flow: Idle → Running (live progress) → Reviewing (detected symbols, yes/no per match) → Confirmed
  • Confirming a pass auto-fills the takeoff sheet row-by-row (CSI code, system, size, quantity, unit) and triggers estimate line-item auto-fill
  • AI reads the drawing's scale and validates it against the 2×2 ceiling grid before detecting
  • Detected matches shade the drawing; estimator corrections (shading a missed symbol) train the model forward
  • Color-coded overlay: ductwork shaded by pressure class (shade variants of one color), piping shaded by system type (CHW/CW/HW/etc.), each toggleable on/off
  • Items the AI can't identify render in a distinct alert color and route to the Concordance review tab
  • Input is vectorized PDFs; accuracy tuning depends on a clean training drawing corpus and the self-hosted model track (tracked as a separate open question)

Conor's comments

This requires a lot of design discussion. This is a tough build and has to be PDF focused. We need to build training fiedls and train ai on detection and estimation.

Notes

Your #1. Base pipeline shipped; accuracy is unstarted research

Open question for Conor

Clean drawing corpus (PIN-591) + self-hosted model sign-off (PIN-590)