checklist page version1.0

csharp/App/Backend/Controller.cs

@@ -2740,4 +2740,94 @@ public class Controller : ControllerBase
         return Ok();
     }
 
+    // ── Checklist ───────────────────────────────────────────────────────
+
+    [HttpGet(nameof(GetChecklistForInstallation))]
+    public ActionResult<IEnumerable<ChecklistItem>> GetChecklistForInstallation(Int64 installationId, Token authToken)
+    {
+        var user = Db.GetSession(authToken)?.User;
+        if (user is null || user.UserType != 2) return Unauthorized();
+
+        var installation = Db.GetInstallationById(installationId);
+        if (installation is null) return NotFound("Installation not found.");
+
+        if (!Db.ChecklistExistsForInstallation(installationId))
+        {
+            foreach (var def in ChecklistStepDefinitions.Steps)
+            {
+                Db.Create(new ChecklistItem
+                {
+                    InstallationId = installationId,
+                    StepNumber     = def.Number,
+                    StepTitle      = def.Title,
+                    Subtasks       = def.SubtasksJson,
+                });
+            }
+        }
+
+        return Ok(Db.GetChecklistForInstallation(installationId));
+    }
+
+    [HttpPut(nameof(UpdateChecklistItem))]
+    public ActionResult<ChecklistItem> UpdateChecklistItem(
+        Int64   checklistItemId,
+        Int32?  status,
+        String? comments,
+        Int64?  assigneeId,
+        Boolean clearAssignee,
+        String? doneAt,
+        String? subtasks,
+        Token   authToken)
+    {
+        var user = Db.GetSession(authToken)?.User;
+        if (user is null || user.UserType != 2) return Unauthorized();
+
+        var item = Db.GetChecklistItemById(checklistItemId);
+        if (item is null) return NotFound("Checklist item not found.");
+
+        if (status.HasValue)    item.Status   = status.Value;
+        if (comments is not null) item.Comments = comments;
+        if (clearAssignee)      item.AssigneeId = null;
+        else if (assigneeId.HasValue) item.AssigneeId = assigneeId.Value;
+        if (doneAt is not null) item.DoneAt   = String.IsNullOrWhiteSpace(doneAt) ? null : doneAt;
+        if (subtasks is not null) item.Subtasks = subtasks;
+
+        // Auto-fill DoneAt when status transitions to Done and no date provided
+        if (item.Status == (Int32)ChecklistStatus.Done && String.IsNullOrWhiteSpace(item.DoneAt))
+            item.DoneAt = DateTime.UtcNow.ToString("yyyy-MM-dd");
+
+        item.UpdatedAt = DateTime.UtcNow;
+
+        return Db.Update(item) ? item : StatusCode(500, "Update failed.");
+    }
+
+    [HttpPost(nameof(NotifyChecklistAssignee))]
+    public async Task<ActionResult> NotifyChecklistAssignee(Int64 checklistItemId, Token authToken)
+    {
+        var user = Db.GetSession(authToken)?.User;
+        if (user is null || user.UserType != 2) return Unauthorized();
+
+        var item = Db.GetChecklistItemById(checklistItemId);
+        if (item is null) return NotFound("Checklist item not found.");
+
+        if (item.AssigneeId is null) return BadRequest("No assignee set for this step.");
+
+        var assignee = Db.GetUserById(item.AssigneeId);
+        if (assignee is null) return BadRequest("Assignee user not found.");
+
+        var installation = Db.GetInstallationById(item.InstallationId);
+        if (installation is null) return NotFound("Installation not found.");
+
+        try
+        {
+            await assignee.SendChecklistAssignedEmail(item, installation, user.Name);
+            return Ok();
+        }
+        catch (Exception ex)
+        {
+            Console.WriteLine($"[Checklist] Failed to send assignee email: {ex}");
+            return StatusCode(500, "Failed to send notification email.");
+        }
+    }
+
 }

csharp/App/Backend/DataTypes/ChecklistItem.cs

@@ -0,0 +1,23 @@
+using SQLite;
+
+namespace InnovEnergy.App.Backend.DataTypes;
+
+public enum ChecklistStatus { NotStarted = 0, InProgress = 1, Done = 2 }
+
+public class ChecklistItem
+{
+    [PrimaryKey, AutoIncrement] public Int64 Id { get; set; }
+
+    [Indexed] public Int64 InstallationId { get; set; }
+
+    public Int32   StepNumber { get; set; }
+    public String  StepTitle  { get; set; } = "";
+    public Int32   Status     { get; set; } = (Int32)ChecklistStatus.NotStarted;
+    public String  Comments   { get; set; } = "";
+    public Int64?  AssigneeId { get; set; }
+    public String? DoneAt     { get; set; }
+    public String? Subtasks   { get; set; }
+
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+}

csharp/App/Backend/DataTypes/ChecklistStepDefinitions.cs

@@ -0,0 +1,54 @@
+namespace InnovEnergy.App.Backend.DataTypes;
+
+public record ChecklistStepDefinition(Int32 Number, String Title, String? SubtasksJson);
+
+public static class ChecklistStepDefinitions
+{
+    private const String NoSubtasks = null!;
+
+    public static readonly IReadOnlyList<ChecklistStepDefinition> Steps = new List<ChecklistStepDefinition>
+    {
+        new( 1, "Order created, customer and partner info recorded in CRM",                NoSubtasks),
+        new( 2, "Hardware assembled at Vebo",                                              NoSubtasks),
+        new( 3, "Installation created on Monitor under correct product and folder",        NoSubtasks),
+        new( 4, "Gateway SD card configured, VPN and gateway name registered",             NoSubtasks),
+        new( 5, "Information tab filled out (customer, serials, VPN)",
+            """
+            [
+              {"text":"Customer information (email, address)","checked":false},
+              {"text":"Installation information (external EMS, network provider, data collection)","checked":false},
+              {"text":"Battery serial number","checked":false},
+              {"text":"Inverter serial number","checked":false},
+              {"text":"Data logger serial number","checked":false},
+              {"text":"VPN details","checked":false}
+            ]
+            """),
+        new( 6, "Installation configured and tested electrically / hardware-wise at Vebo",
+            """
+            [
+              {"text":"Inverter firmware and configuration verified","checked":false},
+              {"text":"Battery firmware and configuration verified","checked":false},
+              {"text":"Internet for gateway configured","checked":false},
+              {"text":"Communication cable between gateway and inverter correct","checked":false}
+            ]
+            """),
+        new( 7, "Installation tested software-wise at Vebo",
+            """
+            [
+              {"text":"S3 bucket number and key credentials copied from Information tab into config.json","checked":false},
+              {"text":"Product ID configured in config.json","checked":false},
+              {"text":"USB ID configured in config.json","checked":false},
+              {"text":"Inverter data reading from inverter tested","checked":false}
+            ]
+            """),
+        new( 8, "Installation delivered to customer site",                                 NoSubtasks),
+        new( 9, "Installation connected to grid",                                          NoSubtasks),
+        new(10, "Hardware verified on site",                                               NoSubtasks),
+        new(11, "Software verified on site",                                               NoSubtasks),
+        new(12, "Installation online on Monitor",                                          NoSubtasks),
+        new(13, "Customer informed about Monitor account and reports",                     NoSubtasks),
+        new(14, "User account created with correct folders and access",                    NoSubtasks),
+        new(15, "Customer follow-up completed, feedback collected",                        NoSubtasks),
+        new(16, "Further issues tracked via Ticket system",                                NoSubtasks),
+    };
+}

csharp/App/Backend/DataTypes/Methods/User.cs

@@ -518,4 +518,61 @@ public static class UserMethods
         return user.SendEmail(subject, body);
     }
 
+    public static Task SendChecklistAssignedEmail(
+        this User user,
+        ChecklistItem item,
+        Installation installation,
+        String notifiedByName)
+    {
+        var checklistLink = $"https://monitor.inesco.energy/sodiohome_installations/installation/{installation.Id}/checklist";
+        var installationName = String.IsNullOrEmpty(installation.Name) ? $"#{installation.Id}" : installation.Name;
+        var commentsBlock = String.IsNullOrWhiteSpace(item.Comments) ? "" : item.Comments;
+
+        var (subject, body) = (user.Language ?? "en") switch
+        {
+            "de" => (
+                "inesco energy – Sie wurden einem Checklisten-Schritt zugewiesen",
+                $"Sehr geehrte/r {user.Name},\n\n" +
+                $"{notifiedByName} hat Sie einem Schritt der Installations-Checkliste zugewiesen:\n\n" +
+                $"Installation: {installationName}\n" +
+                $"Schritt {item.StepNumber}: {item.StepTitle}\n\n" +
+                (commentsBlock.Length > 0 ? $"Kommentare:\n{commentsBlock}\n\n" : "") +
+                $"Checkliste öffnen: {checklistLink}\n\n" +
+                "Mit freundlichen Grüssen\ninesco energy Monitor"
+            ),
+            "fr" => (
+                "inesco energy – Une étape de checklist vous a été attribuée",
+                $"Cher/Chère {user.Name},\n\n" +
+                $"{notifiedByName} vous a attribué une étape de la checklist d'installation :\n\n" +
+                $"Installation : {installationName}\n" +
+                $"Étape {item.StepNumber} : {item.StepTitle}\n\n" +
+                (commentsBlock.Length > 0 ? $"Commentaires :\n{commentsBlock}\n\n" : "") +
+                $"Ouvrir la checklist : {checklistLink}\n\n" +
+                "Cordialement,\ninesco energy Monitor"
+            ),
+            "it" => (
+                "inesco energy – Le è stato assegnato un passo della checklist",
+                $"Gentile {user.Name},\n\n" +
+                $"{notifiedByName} le ha assegnato un passo della checklist di installazione:\n\n" +
+                $"Installazione: {installationName}\n" +
+                $"Passo {item.StepNumber}: {item.StepTitle}\n\n" +
+                (commentsBlock.Length > 0 ? $"Commenti:\n{commentsBlock}\n\n" : "") +
+                $"Aprire la checklist: {checklistLink}\n\n" +
+                "Cordiali saluti,\ninesco energy Monitor"
+            ),
+            _ => (
+                "inesco energy – You have been assigned to a checklist step",
+                $"Dear {user.Name},\n\n" +
+                $"{notifiedByName} has assigned you to an installation checklist step:\n\n" +
+                $"Installation: {installationName}\n" +
+                $"Step {item.StepNumber}: {item.StepTitle}\n\n" +
+                (commentsBlock.Length > 0 ? $"Comments:\n{commentsBlock}\n\n" : "") +
+                $"Open the checklist: {checklistLink}\n\n" +
+                "Best regards,\ninesco energy Monitor"
+            )
+        };
+
+        return user.SendEmail(subject, body);
+    }
+
 }

csharp/App/Backend/Database/Create.cs

@@ -91,6 +91,9 @@ public static partial class Db
 
     // Document storage
     public static Boolean Create(Document document)            => Insert(document);
+
+    // Checklist
+    public static Boolean Create(ChecklistItem item)           => Insert(item);
     
     public static void HandleAction(UserAction newAction)
     {

csharp/App/Backend/Database/Db.cs

@@ -42,6 +42,9 @@ public static partial class Db
     // Document storage
     public static TableQuery<Document>           Documents            => Connection.Table<Document>();
 
+    // Checklist
+    public static TableQuery<ChecklistItem>      ChecklistItems       => Connection.Table<ChecklistItem>();
+
 
     public static void Init()
     {
@@ -83,6 +86,9 @@ public static partial class Db
 
             // Document storage
             Connection.CreateTable<Document>();
+
+            // Checklist
+            Connection.CreateTable<ChecklistItem>();
         });
         
         // One-time migration: normalize legacy long-form language values to ISO codes
@@ -150,6 +156,9 @@ public static partial class Db
         // Document storage
         fileConnection.CreateTable<Document>();
 
+        // Checklist
+        fileConnection.CreateTable<ChecklistItem>();
+
         // Migrate new columns: set defaults for existing rows where NULL or empty
         fileConnection.Execute("UPDATE Installation SET ExternalEms = 'No' WHERE ExternalEms IS NULL OR ExternalEms = ''");
         fileConnection.Execute("UPDATE Installation SET InstallationModel = '' WHERE InstallationModel IS NULL");

csharp/App/Backend/Database/Delete.cs

@@ -145,6 +145,9 @@ public static partial class Db
             // Clean up installation-level documents
             Documents.Delete(d => d.InstallationId == installation.Id);
 
+            // Clean up checklist items for this installation
+            ChecklistItems.Delete(c => c.InstallationId == installation.Id);
+
             return Installations.Delete(i => i.Id == installation.Id) > 0;
         }
     }

csharp/App/Backend/Database/Read.cs

@@ -233,4 +233,18 @@ public static partial class Db
             .Where(d => d.InstallationId == installationId && d.Scope == (Int32)DocumentScope.InstallationDocument)
             .OrderBy(d => d.CreatedAt)
             .ToList();
+
+    // ── Checklist Queries ───────────────────────────────────────────────
+
+    public static List<ChecklistItem> GetChecklistForInstallation(Int64 installationId)
+        => ChecklistItems
+            .Where(c => c.InstallationId == installationId)
+            .OrderBy(c => c.StepNumber)
+            .ToList();
+
+    public static Boolean ChecklistExistsForInstallation(Int64 installationId)
+        => ChecklistItems.Any(c => c.InstallationId == installationId);
+
+    public static ChecklistItem? GetChecklistItemById(Int64 id)
+        => ChecklistItems.FirstOrDefault(c => c.Id == id);
 }

csharp/App/Backend/Database/Update.cs

@@ -72,4 +72,7 @@ public static partial class Db
     // Ticket system
     public static Boolean Update(Ticket ticket)              => Update(obj: ticket);
     public static Boolean Update(TicketAiDiagnosis diagnosis) => Update(obj: diagnosis);
+
+    // Checklist
+    public static Boolean Update(ChecklistItem item)         => Update(obj: item);
 }

typescript/frontend-marios2/src/Resources/routes.json

@@ -26,5 +26,6 @@
   "report": "report",
   "installationTickets": "installationTickets",
   "documents": "documents",
+  "checklist": "checklist",
   "tickets": "/tickets/"
 }

typescript/frontend-marios2/src/content/dashboards/Checklist/ChecklistStepRow.tsx

@@ -0,0 +1,301 @@
+import React, { useEffect, useMemo, useState } from 'react';
+import {
+  Box,
+  Checkbox,
+  Chip,
+  FormControl,
+  FormControlLabel,
+  IconButton,
+  MenuItem,
+  Select,
+  Stack,
+  TableCell,
+  TableRow,
+  TextField,
+  Tooltip,
+  Typography
+} from '@mui/material';
+import EmailIcon from '@mui/icons-material/Email';
+import CheckIcon from '@mui/icons-material/Check';
+import CloseIcon from '@mui/icons-material/Close';
+import ExpandMoreIcon from '@mui/icons-material/ExpandMore';
+import ExpandLessIcon from '@mui/icons-material/ExpandLess';
+import { FormattedMessage, useIntl } from 'react-intl';
+import {
+  ChecklistItem,
+  ChecklistStatus,
+  ChecklistSubtask,
+  parseSubtasks,
+  serializeSubtasks
+} from 'src/interfaces/ChecklistTypes';
+import { AdminUser } from 'src/interfaces/TicketTypes';
+
+type EmailIconState = 'idle' | 'loading' | 'success' | 'error';
+
+interface Props {
+  item: ChecklistItem;
+  adminUsers: AdminUser[];
+  onUpdate: (
+    id: number,
+    patch: Partial<{
+      status: number;
+      comments: string;
+      assigneeId: number | null;
+      doneAt: string | null;
+      subtasks: string;
+    }>
+  ) => Promise<boolean>;
+  onNotify: (id: number) => Promise<boolean>;
+}
+
+const statusColors: Record<number, string> = {
+  [ChecklistStatus.NotStarted]: '#9e9e9e',
+  [ChecklistStatus.InProgress]: '#ed6c02',
+  [ChecklistStatus.Done]: '#2e7d32'
+};
+
+function ChecklistStepRow({ item, adminUsers, onUpdate, onNotify }: Props) {
+  const intl = useIntl();
+  const [comments, setComments] = useState(item.comments ?? '');
+  const [emailState, setEmailState] = useState<EmailIconState>('idle');
+  const [subtasksOpen, setSubtasksOpen] = useState(false);
+  const [subtasks, setSubtasks] = useState<ChecklistSubtask[]>(() =>
+    parseSubtasks(item.subtasks)
+  );
+
+  useEffect(() => {
+    setComments(item.comments ?? '');
+  }, [item.comments]);
+
+  useEffect(() => {
+    setSubtasks(parseSubtasks(item.subtasks));
+  }, [item.subtasks]);
+
+  const subtaskSummary = useMemo(() => {
+    if (subtasks.length === 0) return null;
+    const done = subtasks.filter((s) => s.checked).length;
+    return `${done}/${subtasks.length}`;
+  }, [subtasks]);
+
+  const handleStatusChange = async (value: number) => {
+    await onUpdate(item.id, { status: value });
+  };
+
+  const handleAssigneeChange = async (rawValue: string) => {
+    if (rawValue === '') {
+      await onUpdate(item.id, { assigneeId: null });
+    } else {
+      await onUpdate(item.id, { assigneeId: Number(rawValue) });
+    }
+  };
+
+  const handleDoneAtChange = async (value: string) => {
+    await onUpdate(item.id, { doneAt: value || null });
+  };
+
+  const handleCommentsBlur = async () => {
+    if (comments !== (item.comments ?? '')) {
+      await onUpdate(item.id, { comments });
+    }
+  };
+
+  const handleSubtaskToggle = async (index: number) => {
+    const updated = subtasks.map((s, i) =>
+      i === index ? { ...s, checked: !s.checked } : s
+    );
+    setSubtasks(updated);
+    await onUpdate(item.id, { subtasks: serializeSubtasks(updated) });
+  };
+
+  const handleNotifyClick = async () => {
+    if (!item.assigneeId || emailState === 'loading') return;
+    setEmailState('loading');
+    const ok = await onNotify(item.id);
+    setEmailState(ok ? 'success' : 'error');
+    setTimeout(() => setEmailState('idle'), 2500);
+  };
+
+  const renderEmailIcon = () => {
+    if (emailState === 'success') return <CheckIcon sx={{ color: '#2e7d32' }} />;
+    if (emailState === 'error') return <CloseIcon sx={{ color: '#d32f2f' }} />;
+    return <EmailIcon />;
+  };
+
+  const filteredAdmins = useMemo(
+    () =>
+      adminUsers.filter((u) => {
+        const name = (u.name ?? '').toLowerCase();
+        return (
+          !name.includes('inesco energy master admin') &&
+          !name.includes('paal myhre')
+        );
+      }),
+    [adminUsers]
+  );
+
+  return (
+    <>
+      <TableRow hover>
+        <TableCell sx={{ width: 48, verticalAlign: 'top' }}>
+          <Typography variant="body2" fontWeight={600}>
+            {item.stepNumber}
+          </Typography>
+        </TableCell>
+
+        <TableCell sx={{ verticalAlign: 'top', minWidth: 240 }}>
+          <Stack direction="row" spacing={1} alignItems="center">
+            <Typography variant="body2">{item.stepTitle}</Typography>
+            {subtasks.length > 0 && (
+              <>
+                <Chip
+                  size="small"
+                  label={subtaskSummary}
+                  color={
+                    subtasks.every((s) => s.checked) ? 'success' : 'default'
+                  }
+                />
+                <IconButton
+                  size="small"
+                  onClick={() => setSubtasksOpen((o) => !o)}
+                  aria-label={intl.formatMessage({
+                    id: 'checklistToggleSubtasks',
+                    defaultMessage: 'Toggle subtasks'
+                  })}
+                >
+                  {subtasksOpen ? <ExpandLessIcon /> : <ExpandMoreIcon />}
+                </IconButton>
+              </>
+            )}
+          </Stack>
+        </TableCell>
+
+        <TableCell sx={{ verticalAlign: 'top', width: 160 }}>
+          <FormControl size="small" fullWidth>
+            <Select
+              value={item.status}
+              onChange={(e) => handleStatusChange(Number(e.target.value))}
+              sx={{
+                '& .MuiSelect-select': {
+                  color: statusColors[item.status] ?? 'inherit',
+                  fontWeight: 600
+                }
+              }}
+            >
+              <MenuItem value={ChecklistStatus.NotStarted}>
+                <FormattedMessage id="checklistNotStarted" defaultMessage="Not Started" />
+              </MenuItem>
+              <MenuItem value={ChecklistStatus.InProgress}>
+                <FormattedMessage id="checklistInProgress" defaultMessage="In Progress" />
+              </MenuItem>
+              <MenuItem value={ChecklistStatus.Done}>
+                <FormattedMessage id="checklistDone" defaultMessage="Done" />
+              </MenuItem>
+            </Select>
+          </FormControl>
+        </TableCell>
+
+        <TableCell sx={{ verticalAlign: 'top', width: 260 }}>
+          <Stack direction="row" spacing={0.5} alignItems="center">
+            <FormControl size="small" sx={{ flex: 1 }}>
+              <Select
+                value={item.assigneeId ?? ''}
+                displayEmpty
+                onChange={(e) => handleAssigneeChange(String(e.target.value))}
+              >
+                <MenuItem value="">
+                  <em>
+                    <FormattedMessage
+                      id="checklistNoAssignee"
+                      defaultMessage="Unassigned"
+                    />
+                  </em>
+                </MenuItem>
+                {filteredAdmins.map((u) => (
+                  <MenuItem key={u.id} value={u.id}>
+                    {u.name}
+                  </MenuItem>
+                ))}
+              </Select>
+            </FormControl>
+            <Tooltip
+              title={
+                !item.assigneeId
+                  ? intl.formatMessage({
+                      id: 'checklistNotifyDisabledTooltip',
+                      defaultMessage: 'Assign someone first to send a notification'
+                    })
+                  : intl.formatMessage({
+                      id: 'checklistNotifyTooltip',
+                      defaultMessage: 'Send email notification to assignee'
+                    })
+              }
+            >
+              <span>
+                <IconButton
+                  size="small"
+                  disabled={!item.assigneeId || emailState === 'loading'}
+                  onClick={handleNotifyClick}
+                >
+                  {renderEmailIcon()}
+                </IconButton>
+              </span>
+            </Tooltip>
+          </Stack>
+        </TableCell>
+
+        <TableCell sx={{ verticalAlign: 'top', width: 160 }}>
+          <TextField
+            size="small"
+            type="date"
+            value={item.doneAt ?? ''}
+            onChange={(e) => handleDoneAtChange(e.target.value)}
+            InputLabelProps={{ shrink: true }}
+            fullWidth
+          />
+        </TableCell>
+
+        <TableCell sx={{ verticalAlign: 'top', minWidth: 280 }}>
+          <TextField
+            size="small"
+            multiline
+            minRows={1}
+            maxRows={6}
+            value={comments}
+            onChange={(e) => setComments(e.target.value)}
+            onBlur={handleCommentsBlur}
+            fullWidth
+            placeholder={intl.formatMessage({
+              id: 'checklistCommentsPlaceholder',
+              defaultMessage: 'Notes, contact info, observations…'
+            })}
+          />
+        </TableCell>
+      </TableRow>
+
+      {subtasks.length > 0 && subtasksOpen && (
+        <TableRow>
+          <TableCell colSpan={6} sx={{ backgroundColor: '#fafafa', py: 1 }}>
+            <Box pl={6}>
+              {subtasks.map((s, i) => (
+                <FormControlLabel
+                  key={i}
+                  control={
+                    <Checkbox
+                      size="small"
+                      checked={s.checked}
+                      onChange={() => handleSubtaskToggle(i)}
+                    />
+                  }
+                  label={<Typography variant="body2">{s.text}</Typography>}
+                  sx={{ display: 'block', ml: 0 }}
+                />
+              ))}
+            </Box>
+          </TableCell>
+        </TableRow>
+      )}
+    </>
+  );
+}
+
+export default ChecklistStepRow;

typescript/frontend-marios2/src/content/dashboards/Checklist/InstallationChecklistTab.tsx

@@ -0,0 +1,264 @@
+import React, { useCallback, useEffect, useMemo, useState } from 'react';
+import {
+  Alert,
+  Box,
+  LinearProgress,
+  Snackbar,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Typography,
+  Paper
+} from '@mui/material';
+import { FormattedMessage, useIntl } from 'react-intl';
+import axiosConfig from 'src/Resources/axiosConfig';
+import {
+  ChecklistItem,
+  ChecklistStatus
+} from 'src/interfaces/ChecklistTypes';
+import { AdminUser } from 'src/interfaces/TicketTypes';
+import ChecklistStepRow from './ChecklistStepRow';
+
+interface Props {
+  installationId: number;
+}
+
+type ToastState = {
+  open: boolean;
+  severity: 'success' | 'error';
+  message: string;
+};
+
+function InstallationChecklistTab({ installationId }: Props) {
+  const intl = useIntl();
+  const [items, setItems] = useState<ChecklistItem[]>([]);
+  const [adminUsers, setAdminUsers] = useState<AdminUser[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState('');
+  const [toast, setToast] = useState<ToastState>({
+    open: false,
+    severity: 'success',
+    message: ''
+  });
+
+  const fetchItems = useCallback(() => {
+    setLoading(true);
+    axiosConfig
+      .get('/GetChecklistForInstallation', { params: { installationId } })
+      .then((res) => {
+        setItems(Array.isArray(res.data) ? res.data : []);
+        setError('');
+      })
+      .catch(() => setError('Failed to load checklist.'))
+      .finally(() => setLoading(false));
+  }, [installationId]);
+
+  useEffect(() => {
+    fetchItems();
+  }, [fetchItems]);
+
+  useEffect(() => {
+    axiosConfig
+      .get('/GetAdminUsers')
+      .then((res) => {
+        if (Array.isArray(res.data)) setAdminUsers(res.data);
+      })
+      .catch(() => setAdminUsers([]));
+  }, []);
+
+  const progress = useMemo(() => {
+    const total = items.length;
+    const done = items.filter(
+      (i) => i.status === ChecklistStatus.Done
+    ).length;
+    const percent = total === 0 ? 0 : Math.round((done / total) * 100);
+    return { total, done, percent };
+  }, [items]);
+
+  const handleUpdate = useCallback(
+    async (
+      id: number,
+      patch: Partial<{
+        status: number;
+        comments: string;
+        assigneeId: number | null;
+        doneAt: string | null;
+        subtasks: string;
+      }>
+    ) => {
+      const params: Record<string, unknown> = { checklistItemId: id };
+      if (patch.status !== undefined) params.status = patch.status;
+      if (patch.comments !== undefined) params.comments = patch.comments;
+      if (patch.subtasks !== undefined) params.subtasks = patch.subtasks;
+
+      if ('assigneeId' in patch) {
+        if (patch.assigneeId === null) {
+          params.clearAssignee = true;
+        } else if (typeof patch.assigneeId === 'number') {
+          params.assigneeId = patch.assigneeId;
+        }
+      }
+
+      if ('doneAt' in patch) {
+        params.doneAt = patch.doneAt ?? '';
+      }
+
+      try {
+        const res = await axiosConfig.put('/UpdateChecklistItem', null, {
+          params
+        });
+        const updated = res.data as ChecklistItem;
+        setItems((prev) =>
+          prev.map((it) => (it.id === id ? updated : it))
+        );
+        return true;
+      } catch {
+        setToast({
+          open: true,
+          severity: 'error',
+          message: intl.formatMessage({
+            id: 'checklistSaveFailed',
+            defaultMessage: 'Failed to save change'
+          })
+        });
+        return false;
+      }
+    },
+    [intl]
+  );
+
+  const handleNotify = useCallback(
+    async (id: number) => {
+      const item = items.find((i) => i.id === id);
+      if (!item || !item.assigneeId) return false;
+      const assignee = adminUsers.find((u) => u.id === item.assigneeId);
+      const assigneeName = assignee?.name ?? '';
+      try {
+        await axiosConfig.post('/NotifyChecklistAssignee', null, {
+          params: { checklistItemId: id }
+        });
+        setToast({
+          open: true,
+          severity: 'success',
+          message: intl.formatMessage(
+            {
+              id: 'checklistEmailSent',
+              defaultMessage: 'Email sent to {name}'
+            },
+            { name: assigneeName }
+          )
+        });
+        return true;
+      } catch {
+        setToast({
+          open: true,
+          severity: 'error',
+          message: intl.formatMessage({
+            id: 'checklistEmailFailed',
+            defaultMessage: 'Failed to send email — try again'
+          })
+        });
+        return false;
+      }
+    },
+    [items, adminUsers, intl]
+  );
+
+  if (loading) {
+    return (
+      <Box p={3}>
+        <LinearProgress />
+      </Box>
+    );
+  }
+
+  if (error) {
+    return (
+      <Box p={3}>
+        <Alert severity="error">{error}</Alert>
+      </Box>
+    );
+  }
+
+  return (
+    <Box p={2}>
+      <Box mb={2}>
+        <Box display="flex" justifyContent="space-between" alignItems="center" mb={1}>
+          <Typography variant="h4">
+            <FormattedMessage
+              id="checklistTitle"
+              defaultMessage="Steps to Bring Installation to Monitor"
+            />
+          </Typography>
+          <Typography variant="body2" color="text.secondary">
+            <FormattedMessage
+              id="checklistProgress"
+              defaultMessage="Progress: {done}/{total} ({percent}%)"
+              values={progress}
+            />
+          </Typography>
+        </Box>
+        <LinearProgress
+          variant="determinate"
+          value={progress.percent}
+          sx={{ height: 8, borderRadius: 4 }}
+        />
+      </Box>
+
+      <TableContainer component={Paper} variant="outlined">
+        <Table size="small">
+          <TableHead>
+            <TableRow>
+              <TableCell>#</TableCell>
+              <TableCell>
+                <FormattedMessage id="checklistStep" defaultMessage="Step" />
+              </TableCell>
+              <TableCell>
+                <FormattedMessage id="checklistStatus" defaultMessage="Status" />
+              </TableCell>
+              <TableCell>
+                <FormattedMessage id="checklistAssignee" defaultMessage="Assignee" />
+              </TableCell>
+              <TableCell>
+                <FormattedMessage id="checklistDateDone" defaultMessage="Date Done" />
+              </TableCell>
+              <TableCell>
+                <FormattedMessage id="checklistComments" defaultMessage="Comments" />
+              </TableCell>
+            </TableRow>
+          </TableHead>
+          <TableBody>
+            {items.map((item) => (
+              <ChecklistStepRow
+                key={item.id}
+                item={item}
+                adminUsers={adminUsers}
+                onUpdate={handleUpdate}
+                onNotify={handleNotify}
+              />
+            ))}
+          </TableBody>
+        </Table>
+      </TableContainer>
+
+      <Snackbar
+        open={toast.open}
+        autoHideDuration={4000}
+        onClose={() => setToast((t) => ({ ...t, open: false }))}
+        anchorOrigin={{ vertical: 'bottom', horizontal: 'center' }}
+      >
+        <Alert
+          severity={toast.severity}
+          onClose={() => setToast((t) => ({ ...t, open: false }))}
+        >
+          {toast.message}
+        </Alert>
+      </Snackbar>
+    </Box>
+  );
+}
+
+export default InstallationChecklistTab;

typescript/frontend-marios2/src/content/dashboards/Installations/Installation.tsx

@@ -31,6 +31,8 @@ import Configuration from '../Configuration/Configuration';
 import PvView from '../PvView/PvView';
 import InstallationTicketsTab from '../Tickets/InstallationTicketsTab';
 import DocumentsTab from '../Documents/DocumentsTab';
+import InstallationChecklistTab from '../Checklist/InstallationChecklistTab';
+import { CHECKLIST_ENABLED_PRODUCTS } from 'src/interfaces/ChecklistTypes';
 
 interface singleInstallationProps {
   current_installation?: I_Installation;
@@ -569,6 +571,18 @@ function Installation(props: singleInstallationProps) {
                 />
               )}
 
+              {currentUser.userType == UserType.admin &&
+                CHECKLIST_ENABLED_PRODUCTS.has(props.current_installation.product) && (
+                  <Route
+                    path={routes.checklist}
+                    element={
+                      <InstallationChecklistTab
+                        installationId={props.current_installation.id}
+                      />
+                    }
+                  />
+                )}
+
               <Route
                 path={'*'}
                 element={<Navigate to={routes.live}></Navigate>}

typescript/frontend-marios2/src/content/dashboards/Installations/index.tsx

@@ -34,7 +34,8 @@ function InstallationTabs(props: InstallationTabsProps) {
     'history',
     'pvview',
     'installationTickets',
-    'documents'
+    'documents',
+    'checklist'
   ];
 
   const [currentTab, setCurrentTab] = useState<string>(undefined);
@@ -105,6 +106,10 @@ function InstallationTabs(props: InstallationTabsProps) {
   // TODO: SodistoreGrid — PV View excluded for product 4, add back when data path is ready
   const hidePvView = props.product === 4;
 
+  // Checklist is only shown for Sodistore Grid (product=4) in the Installations view.
+  // Salimax (0) / Salidomo (1) / SodistoreMax (3) use different onboarding flows.
+  const showChecklist = props.product === 4;
+
   const singleInstallationTabs = (
     currentUser.userType == UserType.admin
       ? [
@@ -175,6 +180,10 @@ function InstallationTabs(props: InstallationTabsProps) {
           {
             value: 'documents',
             label: <FormattedMessage id="documentsTab" defaultMessage="Documents" />
+          },
+          {
+            value: 'checklist',
+            label: <FormattedMessage id="checklist" defaultMessage="Checklist" />
           }
         ]
       : currentUser.userType == UserType.partner
@@ -229,7 +238,9 @@ function InstallationTabs(props: InstallationTabsProps) {
             )
           }
         ]
-  ).filter((tab) => !(hidePvView && tab.value === 'pvview'));
+  )
+    .filter((tab) => !(hidePvView && tab.value === 'pvview'))
+    .filter((tab) => !(!showChecklist && tab.value === 'checklist'));
 
   const tabs =
     currentTab != 'list' &&
@@ -316,6 +327,10 @@ function InstallationTabs(props: InstallationTabsProps) {
             {
               value: 'documents',
               label: <FormattedMessage id="documentsTab" defaultMessage="Documents" />
+            },
+            {
+              value: 'checklist',
+              label: <FormattedMessage id="checklist" defaultMessage="Checklist" />
             }
           ]
         : currentUser.userType == UserType.partner
@@ -410,9 +425,10 @@ function InstallationTabs(props: InstallationTabsProps) {
         ];
 
   // Filter out PV View for SodistoreGrid
-  const filteredTabs = hidePvView
+  const filteredTabs = (hidePvView
     ? tabs.filter((tab) => tab.value !== 'pvview')
-    : tabs;
+    : tabs
+  ).filter((tab) => !(!showChecklist && tab.value === 'checklist'));
 
   return installations.length > 1 ? (
     <>

typescript/frontend-marios2/src/content/dashboards/SodiohomeInstallations/Installation.tsx

@@ -30,6 +30,8 @@ import Overview from '../Overview/overview';
 import WeeklyReport from './WeeklyReport';
 import InstallationTicketsTab from '../Tickets/InstallationTicketsTab';
 import DocumentsTab from '../Documents/DocumentsTab';
+import InstallationChecklistTab from '../Checklist/InstallationChecklistTab';
+import { CHECKLIST_ENABLED_PRODUCTS } from 'src/interfaces/ChecklistTypes';
 
 interface singleInstallationProps {
   current_installation?: I_Installation;
@@ -670,6 +672,18 @@ function SodioHomeInstallation(props: singleInstallationProps) {
                 />
               )}
 
+              {currentUser.userType == UserType.admin &&
+                CHECKLIST_ENABLED_PRODUCTS.has(props.current_installation.product) && (
+                  <Route
+                    path={routes.checklist}
+                    element={
+                      <InstallationChecklistTab
+                        installationId={props.current_installation.id}
+                      />
+                    }
+                  />
+                )}
+
               <Route
                 path={'*'}
                 element={<Navigate to={dataCollectionDisabled ? routes.information : routes.live}></Navigate>}

typescript/frontend-marios2/src/content/dashboards/SodiohomeInstallations/index.tsx

@@ -53,7 +53,8 @@ function SodioHomeInstallationTabs(props: SodioHomeInstallationTabsProps) {
     'configuration',
     'report',
     'installationTickets',
-    'documents'
+    'documents',
+    'checklist'
   ];
 
   const [currentTab, setCurrentTab] = useState<string>(undefined);
@@ -192,6 +193,10 @@ function SodioHomeInstallationTabs(props: SodioHomeInstallationTabsProps) {
           {
             value: 'documents',
             label: <FormattedMessage id="documentsTab" defaultMessage="Documents" />
+          },
+          {
+            value: 'checklist',
+            label: <FormattedMessage id="checklist" defaultMessage="Checklist" />
           }
         ]
       : currentUser.userType == UserType.partner
@@ -361,6 +366,10 @@ function SodioHomeInstallationTabs(props: SodioHomeInstallationTabsProps) {
           {
             value: 'documents',
             label: <FormattedMessage id="documentsTab" defaultMessage="Documents" />
+          },
+          {
+            value: 'checklist',
+            label: <FormattedMessage id="checklist" defaultMessage="Checklist" />
           }
         ]
       : inInstallationView && currentUser.userType == UserType.partner

typescript/frontend-marios2/src/interfaces/ChecklistTypes.tsx

@@ -0,0 +1,43 @@
+export enum ChecklistStatus {
+  NotStarted = 0,
+  InProgress = 1,
+  Done = 2
+}
+
+export type ChecklistSubtask = {
+  text: string;
+  checked: boolean;
+};
+
+export type ChecklistItem = {
+  id: number;
+  installationId: number;
+  stepNumber: number;
+  stepTitle: string;
+  status: number;
+  comments: string;
+  assigneeId: number | null;
+  doneAt: string | null;
+  subtasks: string | null;
+  createdAt: string;
+  updatedAt: string;
+};
+
+export const CHECKLIST_ENABLED_PRODUCTS: ReadonlySet<number> = new Set([2, 4, 5]);
+
+export function parseSubtasks(raw: string | null | undefined): ChecklistSubtask[] {
+  if (!raw) return [];
+  try {
+    const parsed = JSON.parse(raw);
+    if (!Array.isArray(parsed)) return [];
+    return parsed
+      .filter((x) => x && typeof x.text === 'string')
+      .map((x) => ({ text: String(x.text), checked: Boolean(x.checked) }));
+  } catch {
+    return [];
+  }
+}
+
+export function serializeSubtasks(subtasks: ChecklistSubtask[]): string {
+  return JSON.stringify(subtasks);
+}

typescript/frontend-marios2/src/lang/de.json

@@ -685,5 +685,24 @@
   "fileTooLarge": "Datei überschreitet die maximale Grösse von 25 MB.",
   "invalidFileType": "Ungültiger Dateityp.",
   "uploadFailed": "Hochladen fehlgeschlagen.",
-  "uploadSuccess": "Hochladen erfolgreich."
+  "uploadSuccess": "Hochladen erfolgreich.",
+  "checklist": "Checkliste",
+  "checklistTitle": "Schritte zur Anbindung der Installation an Monitor",
+  "checklistProgress": "Fortschritt: {done}/{total} ({percent}%)",
+  "checklistStep": "Schritt",
+  "checklistStatus": "Status",
+  "checklistAssignee": "Zuständig",
+  "checklistDateDone": "Erledigungsdatum",
+  "checklistComments": "Kommentare",
+  "checklistNotStarted": "Nicht gestartet",
+  "checklistInProgress": "In Bearbeitung",
+  "checklistDone": "Erledigt",
+  "checklistNoAssignee": "Nicht zugewiesen",
+  "checklistNotifyTooltip": "E-Mail-Benachrichtigung an Zuständige senden",
+  "checklistNotifyDisabledTooltip": "Weisen Sie zuerst jemanden zu, um eine Benachrichtigung zu senden",
+  "checklistToggleSubtasks": "Unteraufgaben umschalten",
+  "checklistCommentsPlaceholder": "Notizen, Kontaktinformationen, Beobachtungen…",
+  "checklistEmailSent": "E-Mail an {name} gesendet",
+  "checklistEmailFailed": "E-Mail-Versand fehlgeschlagen — bitte erneut versuchen",
+  "checklistSaveFailed": "Änderung konnte nicht gespeichert werden"
 }

typescript/frontend-marios2/src/lang/en.json

@@ -433,5 +433,24 @@
   "fileTooLarge": "File exceeds maximum size of 25 MB.",
   "invalidFileType": "Invalid file type.",
   "uploadFailed": "Upload failed.",
-  "uploadSuccess": "Upload successful."
+  "uploadSuccess": "Upload successful.",
+  "checklist": "Checklist",
+  "checklistTitle": "Steps to Bring Installation to Monitor",
+  "checklistProgress": "Progress: {done}/{total} ({percent}%)",
+  "checklistStep": "Step",
+  "checklistStatus": "Status",
+  "checklistAssignee": "Assignee",
+  "checklistDateDone": "Date Done",
+  "checklistComments": "Comments",
+  "checklistNotStarted": "Not Started",
+  "checklistInProgress": "In Progress",
+  "checklistDone": "Done",
+  "checklistNoAssignee": "Unassigned",
+  "checklistNotifyTooltip": "Send email notification to assignee",
+  "checklistNotifyDisabledTooltip": "Assign someone first to send a notification",
+  "checklistToggleSubtasks": "Toggle subtasks",
+  "checklistCommentsPlaceholder": "Notes, contact info, observations…",
+  "checklistEmailSent": "Email sent to {name}",
+  "checklistEmailFailed": "Failed to send email — try again",
+  "checklistSaveFailed": "Failed to save change"
 }

typescript/frontend-marios2/src/lang/fr.json

@@ -685,5 +685,24 @@
   "fileTooLarge": "Le fichier dépasse la taille maximale de 25 Mo.",
   "invalidFileType": "Type de fichier non valide.",
   "uploadFailed": "Échec du téléchargement.",
-  "uploadSuccess": "Téléchargement réussi."
+  "uploadSuccess": "Téléchargement réussi.",
+  "checklist": "Checklist",
+  "checklistTitle": "Étapes pour connecter l'installation à Monitor",
+  "checklistProgress": "Progression : {done}/{total} ({percent}%)",
+  "checklistStep": "Étape",
+  "checklistStatus": "Statut",
+  "checklistAssignee": "Responsable",
+  "checklistDateDone": "Date de réalisation",
+  "checklistComments": "Commentaires",
+  "checklistNotStarted": "Non commencé",
+  "checklistInProgress": "En cours",
+  "checklistDone": "Terminé",
+  "checklistNoAssignee": "Non attribué",
+  "checklistNotifyTooltip": "Envoyer une notification par e-mail au responsable",
+  "checklistNotifyDisabledTooltip": "Attribuez d'abord un responsable pour envoyer une notification",
+  "checklistToggleSubtasks": "Afficher/masquer les sous-tâches",
+  "checklistCommentsPlaceholder": "Notes, coordonnées, observations…",
+  "checklistEmailSent": "E-mail envoyé à {name}",
+  "checklistEmailFailed": "Échec de l'envoi — veuillez réessayer",
+  "checklistSaveFailed": "Échec de l'enregistrement"
 }

typescript/frontend-marios2/src/lang/it.json

@@ -685,5 +685,24 @@
   "fileTooLarge": "Il file supera la dimensione massima di 25 MB.",
   "invalidFileType": "Tipo di file non valido.",
   "uploadFailed": "Caricamento fallito.",
-  "uploadSuccess": "Caricamento riuscito."
+  "uploadSuccess": "Caricamento riuscito.",
+  "checklist": "Checklist",
+  "checklistTitle": "Passi per collegare l'installazione a Monitor",
+  "checklistProgress": "Avanzamento: {done}/{total} ({percent}%)",
+  "checklistStep": "Passo",
+  "checklistStatus": "Stato",
+  "checklistAssignee": "Assegnatario",
+  "checklistDateDone": "Data completamento",
+  "checklistComments": "Commenti",
+  "checklistNotStarted": "Non avviato",
+  "checklistInProgress": "In corso",
+  "checklistDone": "Completato",
+  "checklistNoAssignee": "Non assegnato",
+  "checklistNotifyTooltip": "Invia notifica e-mail all'assegnatario",
+  "checklistNotifyDisabledTooltip": "Assegnare prima qualcuno per inviare una notifica",
+  "checklistToggleSubtasks": "Mostra/nascondi sottoattività",
+  "checklistCommentsPlaceholder": "Note, contatti, osservazioni…",
+  "checklistEmailSent": "E-mail inviata a {name}",
+  "checklistEmailFailed": "Invio e-mail non riuscito — riprovare",
+  "checklistSaveFailed": "Salvataggio non riuscito"
 }