ChargeSol

Contents

  • Project Overview
    • Business Context
      • Problem Statement
      • Actors
      • Business Flow Phases
        • Phase 1: Lead Intake
        • Phase 2: Survey Scheduling
        • Phase 3: Survey Day Flow
        • Phase 4: Post-Survey Review
        • Phase 5: Installation Planning
        • Phase 6: Installation Day
        • Phase 7: Post-Installation Closure
        • Phase 8: Vendor Payout
    • System Architecture
      • High-Level Architecture
      • Technology Stack
      • App Dependency Graph
    • Project Directory Structure
      • Key Conventions
  • Django Apps
    • Accounts App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
    • Leads App
      • Responsibilities
      • Dependencies
      • Key Models
      • Status Lifecycle
      • Business Rules
    • Surveys App
      • Responsibilities
      • Dependencies
      • Key Models
      • Status Lifecycle
      • Business Rules
    • Installations App
      • Responsibilities
      • Dependencies
      • Key Models
      • Status Lifecycle
      • Business Rules
    • Procurement App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
    • Finance App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
    • Reporting App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
    • Notifications App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
    • Emergency App
      • Responsibilities
      • Dependencies
      • Key Models
      • Business Rules
  • Data Models
    • Entity-Relationship Diagram
    • Model Summary
      • Accounts Models
        • User
        • Role
        • Team
        • TeamMembership
        • Zone
      • Leads Models
        • Lead
        • LeadSource
        • LeadDocument
      • Surveys Models
        • Survey
        • SurveyAssignment
        • SurveyReport
        • SurveyMedia
      • Installations Models
        • Installation
        • InstallationAssignment
        • InstallationReport
        • InstallationMedia
      • Procurement Models
        • Material
        • MaterialStock
        • MaterialAllocation
        • ProcurementRequest
        • Vendor
      • Finance Models
        • VendorPayment
        • JobPayout
        • PaymentSchedule
      • Reporting Models
        • ClosurePack
        • WeeklyReport
        • MonthlyReport
        • ReportSubmission
      • Notifications Models
        • Notification
        • NotificationTemplate
        • CallLog
        • DeliveryReceipt
      • Emergency Models
        • EmergencyEvent
        • BackupSearch
        • EmergencyAssignment
        • PriorityReschedule
  • API & Views
    • API Conventions
      • Base URL
      • Authentication
      • Pagination
      • Response Envelope
      • HTTP Status Codes
      • Filtering & Search
        • Accounts API
        • Leads API
        • Surveys API
        • Installations API
        • Procurement API
        • Finance API
        • Reporting API
        • Notifications API
        • Emergency API
  • Roles & Permissions
    • Role Descriptions
      • OEM
      • Customer
      • Central Ops
      • Field Team
      • Procurement
      • Finance
      • OEM Reporting
        • Permissions Matrix
  • Workflow Diagrams
    • Lead Lifecycle
      • State Machine
      • Lead Intake Sequence
    • Survey Lifecycle
      • State Machine
      • Survey Day Sequence
    • Installation Lifecycle
      • State Machine
      • Installation Day Sequence
    • Procurement Flow
      • Material Check & Allocation
      • Stock Level Monitoring
    • Payment Flows
      • Vendor Payment Flow
      • Field Team Payout Flow
      • Payout Schedule Types
    • Emergency Handling Flow
      • Emergency Resolution Flowchart
      • Backup Team Search Logic
      • Resolution SLA
  • Open Questions
    • Customer Flow Gaps
    • SLA & Escalation
    • Financial Ambiguities
    • Operational Gaps
    • Technical / Integration
    • Reporting Gaps
ChargeSol
  • Search

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