sfletche

Application Status

Application Phases

The 5 Phases of an application (as presented on the Contractor Portal)

• Application
• Financing Docs
• Install & Completion Certificate
• Funding
• Closed

sfletche

  "phases": [
  {
    "name": "application_submission",
    "steps": [
      {
        "name": "application_submission",
        "type": "milestone",
        "completed_at": "2017-06-01T00:25:24.842+00:00"
      },
      {

sfletche

JS Modules are file-based, meaning one module per file.

Modules are singletons, meaning there's always only one instance of the module (and it's state).

Named Exports

export function foo() { ... }
export let bar = 23;
const baz = [1, 2, 3];
export { baz };

sfletche

View existing Lead in SF
Click Clone
Make sure Lead Status is Unassigned
Change Lead Measure (to help differentiate in Champ) (NOTE: make sure lead measures will align with existing contractors)
Remove Location
Save
Trigger Availability Check
- System Information -> Lead Owner -> Change
- Queue / Homeowner Availability Queue
- Save

sfletche

{
  "id": { "type": "string" },
  "status": { "enum": ["offered", "accepted", "applied", "declined", "disqualified", "expired", "unavailable"] },
  "archived": { "type": "boolean" },
  "expire_at": { "type": "datetime" },
  "critical_at": { "type": "datetime" },
  "contractor_location": { "type": "location" },
  "lead_contact": {
    "type": "object",
    "properties": {

sfletche

{
  "property": {
    "address": {
      "full": "977 Stannage Ave, Albany, CA 94706",
      "street1": "977 Stannage Ave",
      "street2": null,
      "city": "Albany",
      "county": "Alameda",
      "zip": "94706",
      "state": "CA",

sfletche

"plan_groups": [
    {
      "group_code": "default",
      "plans": [
        {
          "code": "A600400",
          "term_months": 60,
          "interest_rate": 7.99,
          "approved_amount_financed": 20000.0
        },

sfletche

{
  "id": 14919,
  "created_at": "2016-01-24T00:22:10.000Z",
  "updated_at": "2016-01-24T00:22:10.000Z",
  "origination_source": "CHAMP",
  "transaction_identifier": "910c068c-5d76-4183-9985-3bf579825cc0",
  "self_install": false,
  "contractor": {
    "location_id": "LOC3",
    "sales_rep_id": "55A93D21-C920-4408-9DDE-152DC088CE3F",

sfletche

{
  "id": 14919,
  "created_at": "2016-01-24T00:22:10.000Z",
  "updated_at": "2016-01-24T00:22:10.000Z",
  "origination_source": "CHAMP",
  "transaction_identifier": "46ef6022-fd8c-48f3-b80a-8ee4da780438",
  "program": "re_home",
  "self_install": false,
  "contractor": {
    "location_id": "LOC3",

sfletche

{
  "plan_groups": [
    {
      "group_code": "default",
      "plans": [
        {
          "code": "A",
          "term_months": 60,
          "interest_rate": 6.99,
          "approved_amount_financed": 20000.0