changes to monitor onboarding checklist
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@ -13,7 +13,8 @@ public static class ChecklistStepDefinitions
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new( 3, "Installation created on Monitor under correct product and folder",
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"""
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[
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{"text":"checklistStep3Sub1","checked":false}
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{"text":"checklistStep3Sub1","checked":false},
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{"text":"checklistStep3Sub2","checked":false}
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]
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"""),
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new( 4, "Gateway SD card configured, VPN and gateway name registered", NoSubtasks),
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@ -64,8 +65,5 @@ public static class ChecklistStepDefinitions
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new(11, "Software verified on site", NoSubtasks),
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new(12, "Installation online on Monitor", NoSubtasks),
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new(13, "Customer informed about Monitor account and reports", NoSubtasks),
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new(14, "User account created with correct folders and access", NoSubtasks),
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new(15, "Customer follow-up completed, feedback collected", NoSubtasks),
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new(16, "Further issues tracked via Ticket system", NoSubtasks),
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};
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}
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@ -168,6 +168,14 @@ public static partial class Db
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// raw-string JSON form preserving each row's existing checked state.
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BackfillStep10Sub3();
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// One-time backfill: the former step 14 (user account created) became a subtask of step 3.
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// Append it to existing step-3 rows, preserving each row's existing checked state.
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BackfillStep3Sub2();
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// One-time cleanup: steps 14 (now a subtask of step 3), 15 and 16 were removed from the
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// onboarding checklist. Drop any rows seeded before removal.
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Connection.Execute("DELETE FROM ChecklistItem WHERE StepNumber IN (14, 15, 16)");
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// One-time cleanup: step 9 (Abschluss) was removed from the on-site checklist —
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// the e-signature block now handles sign-off. Drop any rows seeded before removal.
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Connection.Execute("DELETE FROM OnSiteChecklistItem WHERE StepNumber = 9");
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@ -200,6 +208,31 @@ public static partial class Db
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}
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}
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// Must run AFTER the step-3 Sub1 SQL backfill above: that step populates rows whose Subtasks
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// were NULL/empty, after which they become eligible for the Sub2 append below.
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private static void BackfillStep3Sub2()
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{
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var rows = Connection.Query<ChecklistItem>(
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"SELECT * FROM ChecklistItem WHERE StepNumber = 3 AND Subtasks IS NOT NULL AND Subtasks != ''");
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foreach (var row in rows)
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{
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if (row.Subtasks is null) continue;
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if (row.Subtasks.Contains("checklistStep3Sub2")) continue;
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// Insert sub2 before the closing bracket. Works regardless of indentation/whitespace
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// since we only look for the last `]`.
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var lastBracket = row.Subtasks.LastIndexOf(']');
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if (lastBracket < 0) continue;
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var head = row.Subtasks.Substring(0, lastBracket).TrimEnd();
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// head ends with `}` of the last existing subtask.
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var newJson = head + ",{\"text\":\"checklistStep3Sub2\",\"checked\":false}]";
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Connection.Execute(
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"UPDATE ChecklistItem SET Subtasks = ? WHERE Id = ?",
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newJson, row.Id);
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}
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}
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private static SQLiteConnection InitConnection()
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{
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var latestDb = new DirectoryInfo("DbBackups")
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@ -11,7 +11,7 @@ function phaseId(done: number, total: number): string {
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if (total === 0) return 'checklistPhaseEmpty';
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if (done >= total) return 'checklistPhaseComplete';
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if (done <= 5) return 'checklistPhasePreparation';
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if (done <= 12) return 'checklistPhaseOnSite';
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if (done <= 11) return 'checklistPhaseOnSite';
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return 'checklistPhaseHandover';
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}
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@ -550,7 +550,7 @@ const FlatInstallationView = (props: FlatInstallationViewProps) => {
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return (
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<SetupProgress
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done={summary?.done ?? 0}
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total={summary?.total ?? 16}
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total={summary?.total ?? 13}
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/>
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);
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})()}
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@ -329,7 +329,7 @@ const FlatInstallationView = (props: FlatInstallationViewProps) => {
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return (
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<SetupProgress
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done={summary?.done ?? 0}
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total={summary?.total ?? 16}
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total={summary?.total ?? 13}
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/>
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);
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})()}
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@ -777,10 +777,8 @@
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"checklistStep11": "Software vor Ort verifiziert",
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"checklistStep12": "Installation online auf Monitor",
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"checklistStep13": "Kunde über Monitor-Konto und Reports informiert",
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"checklistStep14": "Benutzerkonto mit richtigen Ordnern und Zugriffen erstellt",
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"checklistStep15": "Kundennachverfolgung abgeschlossen, Feedback eingeholt",
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"checklistStep16": "Weitere Anliegen werden über das Ticket-System verfolgt",
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"checklistStep3Sub1": "Installations-Seriennummer",
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"checklistStep3Sub2": "Benutzerkonto mit richtigen Ordnern und Zugriffen erstellt",
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"checklistStep5Sub1": "Kundeninformationen (E-Mail, Adresse)",
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"checklistStep5Sub2": "Installationsinformationen (externes EMS, Stromanbieter, Datenerfassung)",
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"checklistStep5Sub3": "Batterie-Seriennummer",
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@ -525,10 +525,8 @@
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"checklistStep11": "Software verified on site",
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"checklistStep12": "Installation online on Monitor",
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"checklistStep13": "Customer informed about Monitor account and reports",
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"checklistStep14": "User account created with correct folders and access",
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"checklistStep15": "Customer follow-up completed, feedback collected",
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"checklistStep16": "Further issues tracked via Ticket system",
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"checklistStep3Sub1": "Installation serial number",
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"checklistStep3Sub2": "User account created with correct folders and access",
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"checklistStep5Sub1": "Customer information (email, address)",
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"checklistStep5Sub2": "Installation information (external EMS, grid provider, data collection)",
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"checklistStep5Sub3": "Battery serial number",
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@ -777,10 +777,8 @@
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"checklistStep11": "Logiciel vérifié sur site",
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"checklistStep12": "Installation en ligne sur Monitor",
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"checklistStep13": "Client informé du compte Monitor et des rapports",
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"checklistStep14": "Compte utilisateur créé avec les dossiers et accès corrects",
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"checklistStep15": "Suivi client effectué, retour recueilli",
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"checklistStep16": "Problèmes ultérieurs suivis via le système de tickets",
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"checklistStep3Sub1": "Numéro de série de l'installation",
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"checklistStep3Sub2": "Compte utilisateur créé avec les dossiers et accès corrects",
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"checklistStep5Sub1": "Informations client (e-mail, adresse)",
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"checklistStep5Sub2": "Informations d'installation (EMS externe, fournisseur réseau, collecte de données)",
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"checklistStep5Sub3": "Numéro de série de la batterie",
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@ -777,10 +777,8 @@
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"checklistStep11": "Software verificato in sito",
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"checklistStep12": "Installazione online su Monitor",
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"checklistStep13": "Cliente informato su account Monitor e report",
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"checklistStep14": "Account utente creato con cartelle e accessi corretti",
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"checklistStep15": "Follow-up cliente completato, feedback raccolto",
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"checklistStep16": "Ulteriori problemi tracciati tramite il sistema di ticket",
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"checklistStep3Sub1": "Numero di serie dell'installazione",
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"checklistStep3Sub2": "Account utente creato con cartelle e accessi corretti",
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"checklistStep5Sub1": "Informazioni cliente (e-mail, indirizzo)",
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"checklistStep5Sub2": "Informazioni installazione (EMS esterno, fornitore di rete, raccolta dati)",
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"checklistStep5Sub3": "Numero di serie batteria",
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