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
Workflow Diagrams
View page source
Workflow Diagrams
Visual representations of ChargeSol’s business processes.
Lead Lifecycle
Survey Lifecycle
Installation Lifecycle
Procurement Flow
Payment Flows
Emergency Handling Flow