Feature #5219
openUpload & Manage Wattmonk Proposals in Project Site Assessment
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Related issues
Updated by Yalavarthi Thriveni 13 days ago
- Subject changed from Fieldstaff / Installer Module — Login for on-site technicians to manage jobs, capture installation data, upload house images to Upload & Manage Wattmonk Proposals in Project Site Assessment
As a project manager
I want to upload proposals generated by Wattmonk into the system
So that they are stored with proper history and can be viewed or downloaded at any time.
Acceptance Criteria
AC1 — Ability to Upload Wattmonk Proposals
User must be able to upload a proposal file (PDF format preferred).
Upload button should be available within the Project Site Assessment screen.
The system should validate allowed file types (PDF).
The system should validate file size limits.
AC2 — Save Proposal With Metadata
Each uploaded proposal must store:
Uploaded by (user name / user ID)
Uploaded date & time (timestamp)
File name
File version (auto-increment if same file uploaded again)
AC3 — View Upload History
The system must display a list of all past uploads in chronological order.
Each item must show:
File name
Uploaded by
Uploaded on (date/time)
Download button
Version number (if applicable)
AC4 — Download Proposal
User must be able to download any previously uploaded proposal.
The downloaded file should match the original uploaded file.
Access permissions must apply (e.g., only authorized users can download).
AC5 — Error Handling
If upload fails (file type mismatch / size limit / network issue), show proper error messages.
System must not save partial or corrupted uploads.
AC6 — Audit Logging
Each upload event must be recorded in activity logs:
"Proposal uploaded by <username> on <timestamp>"
Each download event may also be logged (optional based on requirement).
Updated by Yalavarthi Thriveni 13 days ago
- Assignee changed from Pavan Kumar Murala to Yalavarthi Thriveni