16 of 16 drawn (text check; no reviewer pass yet).
| ID | Requirement | Status | Screens | What the screen shows | Check |
|---|---|---|---|---|---|
| R1 | Fit existing navigation | built | ST01 | ST01: Project Settings → Pricing & Financing → Finance providers; project → Payments. Proposal simplifies SW-20/21; code routes and payment PRD. | TEXT OK |
| R2 | Separate activation from a saved connection | built | ST02 | ST02: Show pending dealer authorization before connection can be used. SW-39 and LightReach research. | TEXT OK |
| R3 | Admin connection and access control | built | ST03 | ST03: Only permitted org admin manages connections; signed-in role changes in mock. SW-20, SW-62. | TEXT OK |
| R4 | Retain cash and manual financing | built | PY01 | PY01: Existing pricing and four methods remain; provider finance is an addition. Payment PRD and pilot scope. | TEXT OK |
| R5 | Preflight before requesting an offer | built | PY02 | PY02: Equipment, utility, homeowner, bill, generation and shade; blockers are actionable. SW-09 to SW-16. | TEXT OK |
| R6 | Provider terms and one selected offer | built | PY03 | PY03: Lease/PPA terms, upfront, escalation, ownership, validity, estimated PPA vs fixed lease. SW-17/33. | TEXT OK |
| R7 | One active method goes to proposal | built | PY04 | PY04: Selecting lease populates existing Payments and proposal. SW-33/38 and pilot cuts SW-18. | TEXT OK |
| R8 | Handle expired pricing and service failures | built | PY05 | PY05: Disable sending while stale; refreshing has recoverable error. SW-19/33. | TEXT OK |
| R9 | Review before sharing customer data | built | AP01 | AP01: Explicit confirmation; provider hosts credit fields, never collect SSN or DOB here. SW-14/34/62. | TEXT OK |
| R10 | Track application with truthful sync | built | AP02 | AP02: Pending, last checked, manual status refresh. SW-21 simplified pilot. | TEXT OK |
| R11 | Handle lender follow-up and decline | built | AP03 | AP03: Request info without exposing sensitive details; lender portal; decline never has contract CTA. SW-34. | TEXT OK |
| R12 | Review and send a contract | built | AP04 | AP04: Eligible application and current quote, confirm amount and recipients, asynchronous sending. SW-35 + current contracts docs. | TEXT OK |
| R13 | Signed is distinct from funded | built | AP05 | AP05: Sending, sent, signed; external portal for installation; pending milestones not green. SW-35/36/37, pilot deferral. | TEXT OK |
| R14 | Protect a signed design | built | CG01 | CG01: Duplicate for exploration, show difference, preserve original contract. SW-19. | TEXT OK |
| R15 | Readable customer proposal on phone | built | PR01 | PR01: Selected lease, ownership, term and escalator, no homeowner tax-credit subtraction, no guaranteed savings. SW-22/23/38. | TEXT OK |
| R16 | Make later providers and portal fallback explicit | built | RD01 | RD01: Sungage later, Climate First manual portal later, EnFin later; gated by agreements. SW-40–51, research. | TEXT OK |