Data Models

This section documents every Django model in ChargeSol with full field specifications, relationships, and constraints.

Entity-Relationship Diagram

        erDiagram
    User ||--o{ Lead : "submits (OEM) / handles (CentralOps)"
    User ||--|| Role : "has"
    User }o--o| Zone : "assigned to"
    User ||--o{ TeamMembership : "belongs to"
    Team ||--o{ TeamMembership : "contains"
    Team }o--|| Zone : "operates in"

    Lead ||--o{ LeadDocument : "has"
    Lead }o--|| LeadSource : "came from"
    Lead ||--o| Survey : "has"

    Survey ||--o{ SurveyAssignment : "assigned to"
    Survey ||--o| SurveyReport : "produces"
    Survey ||--o{ SurveyMedia : "has"
    SurveyAssignment }o--|| Team : "performed by"

    Survey ||--o| Installation : "leads to"
    Installation ||--o{ InstallationAssignment : "assigned to"
    Installation ||--o| InstallationReport : "produces"
    Installation ||--o{ InstallationMedia : "has"
    InstallationAssignment }o--|| Team : "performed by"

    Installation ||--o{ MaterialAllocation : "requires"
    MaterialAllocation }o--|| Material : "of"
    Material ||--o{ MaterialStock : "stocked as"
    MaterialStock }o--|| Zone : "located in"
    Installation ||--o{ ProcurementRequest : "triggers"
    ProcurementRequest }o--o| Vendor : "fulfilled by"

    ProcurementRequest ||--o| VendorPayment : "paid via"
    VendorPayment }o--|| Vendor : "paid to"
    Installation ||--o{ JobPayout : "generates"
    JobPayout }o--|| Team : "paid to"
    Team ||--o| PaymentSchedule : "follows"

    Installation ||--o| ClosurePack : "closed by"
    ClosurePack }o--|| SurveyReport : "includes"
    ClosurePack }o--|| InstallationReport : "includes"

    Survey ||--o{ EmergencyEvent : "triggers"
    Installation ||--o{ EmergencyEvent : "triggers"
    EmergencyEvent ||--o{ BackupSearch : "searches"
    EmergencyEvent ||--o| EmergencyAssignment : "resolved by"
    EmergencyEvent ||--o| PriorityReschedule : "resolved by"

    User ||--o{ Notification : "receives"
    Notification }o--o| NotificationTemplate : "uses"
    User ||--o{ CallLog : "makes"
    

Model Summary

Model	App	Purpose
User	accounts	System user with role, zone, availability
Role	accounts	System role (7 types)
Team	accounts	Field team with zone and specialization
TeamMembership	accounts	User-Team join table
Zone	accounts	Geographic service area
Lead	leads	Installation request from OEM
LeadSource	leads	Lead origin channel
LeadDocument	leads	Customer-uploaded files
Survey	surveys	Scheduled site survey
SurveyAssignment	surveys	Team assigned to survey
SurveyReport	surveys	Site assessment report
SurveyMedia	surveys	Survey photos/videos
Installation	installations	Scheduled charger installation
InstallationAssignment	installations	Team assigned to installation
InstallationReport	installations	Post-installation record
InstallationMedia	installations	Installation photos/videos
Material	procurement	Catalog item (charger, cable, etc.)
MaterialStock	procurement	Zone inventory level
MaterialAllocation	procurement	Material reserved for installation
ProcurementRequest	procurement	Local purchase request
Vendor	procurement	Local supplier
VendorPayment	finance	Payment to vendor
JobPayout	finance	Payment to field team
PaymentSchedule	finance	Team payout frequency
ClosurePack	reporting	Installation closure bundle
WeeklyReport	reporting	Weekly OEM report
MonthlyReport	reporting	Monthly OEM report
ReportSubmission	reporting	Report delivery tracking
Notification	notifications	Message sent to user
NotificationTemplate	notifications	Reusable message template
CallLog	notifications	Phone call record
DeliveryReceipt	notifications	Message delivery confirmation
EmergencyEvent	emergency	Team unavailability event
BackupSearch	emergency	Backup team search log
EmergencyAssignment	emergency	Backup team reassignment
PriorityReschedule	emergency	Rescheduled appointment