Six journeys that either open a market or close a deal that is already in the pipeline
Each one started as an idea in the 20 Oct triage, was checked against the live deal list, the ClickUp boards and the backend repo, and is drawn here as the screens a customer or a teammate would actually see, including the loading, empty, error and "not sure it went through" states.
The six, and who they are for
| Journey | Closes or opens | Screens | Build size |
|---|---|---|---|
| SF Smart Fill: fill a roof to a target kW on the best faces | The 90% of inbound that come for "AI"; a years-old Arka ask from commercial designers; the REI demo | 11 | S to M |
| TB US and Canada tariffs: real rate, bill reproduced, demand charges, depreciation | United Sun Energy (paid, ex-Energy Toolbase), the Canadian C&I account, every ETB refugee | 13 | M |
| LB Arka Lifeboat: switch without redrawing | Shivalik, Stage Zero, WRS, Rajat Tyagi and the 200-300 accounts still paying Arka | 9 | S (commercial) + HGE designer hours |
| DQ Demo qualifier and paid pilot | Closure rate on the existing 28 demos a week; frees Vikram, Santhosh and Tanya from demos that never convert | 10 | S |
| WA Bill to proposal on WhatsApp, internal pilot | HGE's Hindi and Gujarati lead volume; the real "AI" story once bill accuracy is proven | 10 | M |
| API Integrations: a partner lead becomes a project | Luminous (closes on the contract), Excite, Tata | 9 | M (contract doc is S) |
S is under two team-weeks, M two to six. Sizes are from what the backend has today, not from the screen count.
What the backend already has, and what it does not
Exists today (dev, 24 Oct)
- Annual irradiation per panel on the heatmap API (15 Oct). Smart Fill ranks faces with it.
- Tax Benefits engine: MACRS plus bonus for the US, WDV 40% for India (PR #333, 23 Oct). TB09 is mostly a UI job; ISS-59 can close.
- The TOU night-generation bug (ISS-125) is recorded as fixed on
fix/billing-rulings; confirm on the deployed build. - 15-minute interval upload; utility tariffs with TOU periods, tiers, fixed charge, escalation and a country/state filter.
- Project model with Customer Inquiry as the first status; editable TSL structures (6 Oct); semi-automatic stringing (12 Oct).
Does not exist (needs backend work)
- A capacity-constrained fill algorithm and a face-ranking service (SF).
- Any demand-charge field or demand billing; US/Canada rate library with location lookup, source and version; bill reproduction; tariff CSV import (TB).
- Redraw requests, queue, credit rules, an HGE design-services role, an Arka-look template (LB).
- A demo-request record with ordered routing rules and audited overrides; pilot entitlement and licence credit (DQ).
- WhatsApp Business provider, per-family bill OCR, agent run log with field provenance, grading model, sanity-check stops (WA).
- API keys (org-scoped, hashed), create-project-from-lead, webhooks with retries, held-lead review,
external_idon Project (API).
Rules the screens commit to
- Say "AI-assisted", never "AI designs for you". Smart Fill explains why it chose each face.
- Prove the tariff before the pitch. TB04 reproduces last month's bill within a stated percentage, and TB05 shows the honest miss.
- Demand savings are shown apart from energy savings, and only with 15-minute data behind them.
- A bill family goes live to customers at 95% field accuracy over 50 bills, and only after the financial-maths bugs are closed. Until then HGE designers grade every run.
- Bad leads are held, not created. Duplicate phones and addresses that cannot be geocoded go to a review queue.
- Only commercial leads in countries that convert get a live demo. Everyone else gets a next step that costs no sales hours.
- No Arka import is promised. The redraw is done by people, against the source file, and the customer approves each one.
Decisions that need Siddharth
- Lifeboat credit rule (months left plus two, max six, is the proposal), India and ROW redraw prices, and whether HGE is paid per redraw.
- Paid pilot price ($99 or ₹5,000 are placeholders; India may not need a pilot) and which countries count as "supported".
- Whether US commercial gets a free live demo or the pilot; whether US residential goes to the trial or the pitched-roof waitlist.
- Bill-match threshold (5% proposed) and whether the match percentage appears on the customer proposal.
- Whether to show demand savings from an estimated profile at all.
- Grading capacity at HGE (two designers at about six minutes a bill is roughly 30 bills a week each) and the DPDPA consent wording for bill photos.
- Whether the Luminous contract is the same one offered to Excite and Tata, or Excite needs a Zoho connector.
Still to check
- Frontend repo state for pitched roof, 3D editing, proposal V3 and Clara: the FE repo is not readable from this machine, so these screens assume the live app shell from its public CSS.
- Arka-style fixed-tilt structures: LB01 and LB08 show them as available; the register lists them as Release 5 planning.
- Deployed-build confirmation that ISS-125 is fixed before the Energy Toolbase pitch.
- Screenshot sizes: headless Chromium renders 87px short of the window on this machine; builders shot taller and cropped, so PNGs match the manifest sizes.