Content Comparison

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COLLECT INFO: 

1. Ask customer for Site UUID (and ideally collect customer name and prior job status) 

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SEARCH AND CONFIRM INFO: 

1. Confirm in Engine that site is actually archived 

   1. Log into Engine as Sighten admin as customer user

   2. In Engine, go to Ops.  Search for “Cancelled” under Stage.

   3. Go to Sales, select only archived under Stage

2. Confirm previous status of job.  If customer has not provided, we will need to collect.  Possible statuses are: Lead, System, and Proposal. 

   1. Open Postman

   2. To check for Proposal, enter into Postman (replace {uuid} with Site UUID): https://engine.sighten.io/api/rest/solar_quote/?system__solarsite__uuid={uuid}.  To check for workflow, confirm status “Signed” (should be in Ops portal).  If status other than signed, should be in Sales portal.

   3. To check for System, enter in Postman (replace {uuid} with Site UUID): https://engine.sighten.io/api/rest/system_system/?solarsite__uuid={uuid}

   4. To check for Lead, enter into Postman (replace {uuid} with Site UUID): https://engine.sighten.io/api/rest/system_solarsite/{uuid}

   5. If receive error “No results matching query parameters” and status code 200, then call was successful but job does not have that status.  Move on to next status.
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   6. If you receive a data stream, then job is in that status. 

TICKET CREATION

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Use ticket https://sighten.atlassian.net/browse/BT-423 as reference.  Clone it.

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Create new ticket under “Engine Bugs and Data Fixes” project.  Mark as task.  Leave assigned to yourself.

In ticket description for any job status, request unarchive job:

Insert site UUID and Status in appropriate places:

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PUT https://{{env}}.sighten.io/api/rest/system_solarsite/{uuid}

{

        "status": "{status}"

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i.If there is a signed contract, also add to ticket the below (add site UUID):

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PUT https://{{env}}.sighten.io/api/rest/solar_quote/{uuid}

{

"status": "SIGN"

}

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TESTING

1. Test this on Staging (if Archived today, go in and archive on Mirror to enable testing)

   1. Confirm you have correct job again via GET calls.  Choose appropriate environment.  Body should be empty.  GET call will be: For all jobs: https://{{env}}.sighten.io/api/rest/system_solarsite/{uuid}   For contracted quotes: https://{{env}}.sighten.io/api/rest/solar_quote/{uuid} 

   2. Add PUT calls as above in Postman Body tab.  Change header to PUT and add appropriate call to body tab.  For all jobs: {"status": "{status}"}  For contracted quotes: {"status": "SIGN"}

   3. Confirm in environment that de-archive was successful.

SUBMITTING TICKET

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Add note that testing was successful and what environment

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Assign ticket to David

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Link to your original customer request ticket, and place that ticket in “awaiting development” status.

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Party!

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Handled by: Software Support Team

When to use this SOP: 

Use this procedure when a customer or agent cannot locate or unarchive an existing job.

Select the JSON Chrome extension link below if you have not done so before.

STEP	ACTION	REFERENCE
1	Gather Required Information Obtain the homeowner’s name and site address from the customer.
2	Locate the Site UUID Ensure you are logged in to the Installer’s account or organization as EverBright Admin in the account. Expand title Click to expand Info Logging in directly to the org will give better result. result from EverBright, LLC Image Added result from the organization (sample org: Solar Pros) Image Added Use the following base URL to start the search: Copy code https://engine.goeverbright.com/api/data/quote/?metrics=project_id,site_id,quote_id,site_archived,quote_archived,project_archived,project_name,product_name,quote_number,contact_name_1,address_line_1,address_line_2&contact_last_name=Woods	Add the search criteria to the end of the URL using the information you've gathered. Search by Last Name: &contact_last_name=REPLACE_ME (e.g., &contact_last_name=Seabury) Search by First Name: &contact_first_name=REPLACE_ME (e.g., &contact_first_name=Zach) Search by Street Address: &address_line_1=REPLACE_ME (e.g., &address_line_1=555%20Magnolia%20St) Replace spaces with %20 Search by City Name: &city_name=REPLACE_ME (e.g., &city_name=Miami) Combine search parameters if needed by appending them to the URL. If partial data is available, use _contains for flexible searches (e.g., &city_name_contains=Juno).
3	Retrieve and Copy the UUID Once you find the required job, copy the UUID to your clipboard Expand title Click to expand Image Added	Expand title Sample view Image Added
4	Select the down chevron in the top-right corner and click Return to User.	Expand title Click to expand Image Added
5	Navigate to the Settings page (cogwheel icon)	Expand title Click to expand Image Added
6	Choose Support Tools from the menu on the left (bottom of the list).	Expand title Click to expand Image Added
7	Select the appropriate Object Type (Site, Project, or Quote). Be sure the UUID matches the option you seek.	Expand title Click to expand Image Added
8	Paste the UUID into the search field.
9	Click Search and then select Unarchive.	Expand title Click to expand Image Added The image below is an example if the site is not archived. It will give an option to “Unarchive” if this has been deleted or removed from the pipeline. Image Added