BacklogThe plan
The plan
Everything you need that is not on your own team page: the iteration goals, the roles, the cross-team contracts, the calendar and the fallback order. Source: Documents 32 to 35, now in the piDSS repository under docs/planning.
Iteration 3 · 14 to 28 October 2026
A client can see an honest savings estimate and payback for any of their sites.
Iteration 4 · 28 October to 11 November 2026
A client can save a bank-ready Decision Dossier and send it to an installer.
Who is who
The 11 assignable roles (contract C5) plus the visitor. Partner accounts register and a manager approves them.
- Visitor
- Browses without an account: the prelude and the Solar Offset Calculator.
- Client
- A business owner. Models their sites, sees savings and payback, saves the Dossier.
- Client Manager
- Keeps client records and tracks every quote request from sent to accepted.
- Procurement Manager
- Keeps the supplier and technician directories; approves suppliers and technicians.
- Supply Manager
- Curates the solar equipment catalogue, builds kits, tracks supplier pricing.
- Rates Manager
- Maintains every tariff, fuel charge and rule with its source and effective date.
- Operations Manager
- Keeps the installer directory; approves installers; oversees surveys.
- Service Manager
- Maintains maintenance plans and professional services.
- Supplier
- An approved equipment vendor keeping their own prices and as-of dates current.
- Installer
- An approved contractor receiving Dossier-backed quote requests and sending quotes.
- Technician
- An approved specialist certifying panel mounting area measurements.
- Platform Owner
- Assigns the roles above and holds the administrative override.
Cross-team contracts
Each owner publishes the contract plus seeded sample data by the date shown; consumers build against that from day one.
| Contract | Owner | Publish by | What it fixes |
|---|---|---|---|
| C1 Site | Team 5 | Thu 22 Oct | The sites table every team keys records to (one record per building). |
| C2 Rates and rules | Team 5 | Fri 23 Oct | One store for tariffs, FCA, VAT, peak sun hours, insurance and loan rates. Nothing hard-coded. |
| C3 System design | Team 6 | Fri 23 Oct | The sizing result (panels, inverter kW, battery kWh) that cost stories consume. |
| C4 Energy balance | Team 6 | Fri 23 Oct | Generated, self-consumed, exported and curtailed kWh. Export can never exceed generation. |
| C5 Role values | Team 5 | Thu 22 Oct | The 11 role values in one field, replacing the separate admin flag for everything except the owner override. |
Priorities and the fallback order
Every story on the board carries a Must, Should or Could badge. Work Must first. If your team falls behind, drop Should items in this order rather than whatever looks easiest:
- 2.12 View Panel Mounting Area (Team 3)
- 5.16 Loan calculator (Team 4). It moves to the head of Iteration 4
- 7.2 / 7.3 Kit add and edit (Team 3). Keep the as-of price date field in Iteration 3
- 1.12 then 1.11 Archive and edit site (Team 5)
Could haves (dropped first if velocity slips): platform services 4.6 to 4.9, glossary 0.8, equipment search and presets 2.2 and 2.4. Protected in Iteration 4: battery necessity 5.3 and the three-scenario comparison 5.18. Iteration 4 priorities are provisional until the Iteration 3 Review.
Dates that matter
- Thu 22 Oct
- Contract workshop (one developer per team plus the PO, 60 minutes)
- Mon 26 Oct
- Integration check, Teams 1, 4 and 6: savings page on real engine outputs
- Wed 28 Oct
- Iteration 3 Review (joint) and Overall Retrospective
- Thu 29 Oct
- Iteration Planning One and Two for Iteration 4
- Wed 4 Nov
- Integration check, all teams: Dossier and quote flow end to end
- Mon 9 Nov
- Feature complete; only fixes and tests after this
- Wed 11 Nov
- Iteration 4 Review and final demonstration