FlowBankOS — Detailed User Stories & Use Cases

(No solar references. No ENO references.)

Primary User: EV Owner/Driver
User Story 1: Initial Setup & Onboarding

As an EV owner who just purchased a FlowBankOS-compatible charger,
I want to quickly set up my charging station through the mobile app,
So that I can start managing my EV charging immediately without hassle.

Use Case Details

Install & Launch: Download FlowBankOS (iOS/Android) and open.

Secure Authentication: Sign in with Google or Apple SSO (OAuth2).

Link Charger: Tap Add Charger → Scan QR. Point camera at the factory QR on the charger; fallback: Enter Code.

Backend Validation: FlowBankOS verifies the charger in the cloud (OCPP-enabled backend / user app feature must be enabled by operator).

Auto-Configuration: App pulls the device profile (model, serial, firmware) and applies default settings—no manual tech fields.

Confirmation: Success screen. Charger appears on Dashboard with a default name; user can rename (e.g., “Home Charger”).

First Control: Start/Stop controls and live status are immediately available.

Acceptance Criteria

End-to-end setup completed ≤ 5 minutes.

Zero manual entry of technical specs.

Post-setup: live status shown; Start/Stop available.

Session is secured; SSO tokens stored safely; Logout available.

UI/UX (Visual Elements)

Welcome/onboarding screen with “Add Charger” CTA.

QR scan view (torch toggle, camera permission helper, manual code entry).

Progress checklist: Login ✔/Scan ✔/Configure ✔/Done ✔.

Success screen: charger info (model/ID) + “Go to Dashboard”.

Edge Cases

QR already claimed → show Ownership Transfer flow.

Backend flag disabled → show “Contact Operator” with details.

Offline charger during link → queue link; retry with status chip.

User Story 2: Real-Time Charging Monitoring

As an EV owner actively charging my vehicle,
I want to monitor my charging session in real time,
So that I can track progress and manage consumption during the session.

Use Case Details

Session Start: Plug-in → auto-start (or tap Start in app).

Live Dashboard: Show current power (kW), current (A), session duration, energy dispensed (kWh); show session ID/token and start time.

Alerts: Push notifications for completion, interruption, fault.

History Link: Tap “View Details” or “History” from live card.

Acceptance Criteria

Metrics refresh at ≤ 5s intervals.

Completion/issue push sent ≤ 30s from event.

Session is logged with unique ID, timestamps, and kWh.

UI/UX (Visual Elements)

Live power gauge (kW), kWh counter, elapsed timer.

Status chips (Charging / Paused / Error / Idle).

Controls: Start/Stop, Pause/Resume (if supported), Lock Connector.

Notification badge with quick peek banner.

Edge Cases

Vehicle connected but not drawing → show “Waiting for vehicle”.

Charger offline mid-session → grey state, retry banner.

User Story 3: Smart Charging Mode Selection (Speed Profiles)

As an EV owner,
I want to choose optimal charging speed profiles,
So that I can balance time, demand, and cost.

Use Case Details

Modes:

Standard: balanced everyday charging.

Eco: reduced current—lower demand/cost profile.

Boost: maximum available power for urgent needs (may increase peak demand).

User selects mode before or during session; app applies target current immediately.

Boost requires confirmation with explicit warning (high demand/capacity impact).

Acceptance Criteria

Mode switch applies within ≤ 3s to active session.

Clear plain-English descriptions for each mode.

Boost shows confirmation modal indicating potential demand impact.

UI/UX (Visual Elements)

Segmented control (Standard / Eco / Boost) with short subtext.

ETA chip updates per mode selection.

Warning modal for Boost (confirm/cancel).

Edge Cases

Hardware current cap lower than requested mode → show constraint banner.

Site-level limit enforced by operator → show “Limited by site” info.

User Story 4: Charging History & Analytics

As a data-driven EV owner,
I want detailed charging history and analytics,
So that I can optimize patterns and track costs.

Use Case Details

History List/Calendar: Each session shows date, start/stop, duration, kWh, location/charger, mode, outcome (success/error).

Session Detail: Token/ID, start/stop times, peak power, average power, notes, error codes if any.

Analytics: Monthly/yearly summaries (total kWh, session count, avg kWh/session, estimated cost based on tariff).

Export: CSV/PDF export for personal records or reimbursement.

Acceptance Criteria

100% sessions recorded with accurate timestamps and kWh.

Filters: date range, charger, location, mode, outcome.

Export generates valid UTF-8 CSV and paginated PDF with legend.

UI/UX (Visual Elements)

List/Calendar toggle.

Charts: bar (kWh/month), line (trend), table (top chargers).

Filters bar + Export button (share sheet).

Edge Cases

Missing tariff → show “Add tariff to compute cost” CTA.

Corrupted session → mark and exclude from aggregates; keep raw data row.

User Story 5: Multi-Location Charging Management

As an owner with multiple charging locations,
I want to manage all stations from one app,
So that I have centralized control.

Use Case Details

Add Chargers: Repeat QR link; group by Location.

Location Switch: Switch via dropdown or map.

Remote Management: Start/Stop, lock, rename, per-charger settings.

Acceptance Criteria

One account supports multiple chargers across multiple locations.

Always visible context (active location + active charger).

Remote commands show result feedback within ≤ 5s.

UI/UX (Visual Elements)

Location switcher + map (pins with status: green=available, blue=charging, red=error).

Charger cards with quick actions and last activity.

Per-charger Settings clearly scoped (e.g., “Settings — Home/Driveway”).

Edge Cases

Duplicate names → prompt user to differentiate.

Location geocoding failure → allow manual address entry.

Secondary User: Family Member / Shared User
User Story 6: Shared Access Management

As a family member sharing an EV charging station,
I want my own access with guardrails,
So that everyone can use the charger efficiently.

Use Case Details

Invite: Owner sends invite (email/QR link) → user accepts and signs in.

Roles: Owner = Admin; Member = Standard (start/stop, view own sessions).

Scheduling & Reservations: Users can reserve time slots to avoid conflicts.

Usage Tracking: History filterable by user; optional cost sharing report.

Notifications: Each user sets personal preferences.

Acceptance Criteria

Invited user sees charger without re-scanning hardware.

Standard users cannot change owner-only settings.

Reservation conflicts surfaced with clear resolution prompts.

UI/UX (Visual Elements)

Authorized Users list with roles; pending invites.

Shared schedule with color-coded entries per user.

Usage breakdown by user (chart + table).

Per-user notification preferences.

Edge Cases

Invite expiry → resend flow.

Too many members → enforce owner-set cap with guidance.

Power User: Energy Management Enthusiast (No solar)
User Story 7: Advanced Load Optimization

As an energy-savvy owner,
I want FlowBankOS to coordinate charging with my home/building limits,
So that I avoid breaker trips and unwanted demand spikes.

Use Case Details

Set Limits: Input main breaker/current limit and optional per-circuit caps.

Dynamic Load Management: Charger modulates current to stay below site limits; reacts to building load changes.

HEMS/Controller Integration: Optional connection via standard protocols (e.g., Modbus TCP/IP, OCPP) to follow external setpoints.

Rules & Schedules: Simple rule engine (e.g., “Limit to 10A after 6 pm” or “Cap demand at X kW”).

Visualization: Live view of building load vs limit; show charger’s share.

Acceptance Criteria

Response to load changes within ≤ 2s.

Enforced compliance with configured limits 100% of the time.

Clear audit log when throttling occurs (what rule, when, new current).

UI/UX (Visual Elements)

Load bar: building load vs limit (color change at thresholds).

Rules UI: presets + simple condition → action editor.

Integration panel: connect/disconnect to external controller, status.

Edge Cases

Conflicting rules → deterministic priority + user warning.

External controller offline → safe local fallback with banner.

User Story 8: Future Vehicle-to-Grid (V2G) Preparation

As a forward-thinking EV owner,
I want to prepare for V2G functionality,
So that I can contribute to grid services and potentially earn revenue.

Use Case Details

Compatibility: Show whether vehicle + charger support bidirectional/V2G.

Update Notices: In-app announcements for future firmware enabling V2G.

Controls (Placeholder): UI to set discharge windows, min state-of-charge reserve, and price thresholds (disabled until available).

Compliance: Surface regional rules; link to enroll if required.

Revenue Projection: Simple estimator based on capacity and rates.

Acceptance Criteria

Clear “V2G Ready / Not Supported / Coming Soon” status.

No V2G action possible until all prerequisites met (guarded UI).

Projections labeled “estimates” with configurable inputs.

UI/UX (Visual Elements)

V2G status badge on device page.

Future Features card with explainer and “Notify me” toggle.

Estimator mini-tool (sliders/inputs for assumptions).

Edge Cases

Vehicle firmware blocks V2G → explain and link to OEM guidance.

Region not permitted → policy notice with updates subscription.

Business User: Fleet Manager
User Story 9: Commercial Fleet Management

As a fleet manager overseeing multiple EVs,
I want to monitor and control charging across vehicles and sites,
So that I can optimize operations and costs.

Use Case Details

Fleet Dashboard: Aggregate view of sites, chargers, statuses, active sessions.

Bulk Actions: Start/Stop/Set Mode across selected chargers.

Load Scheduling: Balance demand across time; ensure vehicles meet departure SOC.

Cost Centers: Tag sessions/chargers to cost centers; allocate reports.

Integrations: Connect fleet platform (via API/OCPP) to sync vehicles/assignments.

Alerts: Missed charges, offline devices, error spikes.

Acceptance Criteria

Bulk commands execute with per-charger result feedback.

Schedules enforce site limits; no exceedances.

Reports export by site/vehicle/cost center/time.

UI/UX (Visual Elements)

Grid/table of chargers with filters; map of sites.

Batch selector with action dropdown.

Gantt-style schedule view.

Reporting dashboard; CSV/PDF export.

Edge Cases

Partial failures on bulk action → granular error list + retry options.

Conflicting site rules vs fleet rules → precedence banner + logs.

Technical User: Installer/Technician
User Story 10: Professional Installation & Configuration

As an installer,
I want to commission and configure chargers efficiently,
So that I can deliver reliable service quickly.

Use Case Details (FlowBankOS Installer Mode)

Mode Entry: Enter protected Installer Mode (account/one-time code).

Scan Device: QR or barcode; fetch full profile (serial, firmware, MAC).

Firmware Update: Check/apply OTA firmware safely.

Configure: Set max current, network, operator/OCPP URL, site limits, labels.

Test & Validate: Run contactor tests, ground fault test, port lock/unlock, current ramp.

Back-Office Connection: Enter credentials; run connectivity test; show “Connected”.

Multi-Charger: Clone config to nearby units; batch update.

Report: Generate install report (serial, firmware, tests passed, signal strength).

Acceptance Criteria

Single-unit commissioning ≤ 10 minutes.

Safe firmware process (pre-checks, vehicle unplug requirement).

Connectivity test result with diagnostics.

Exportable Install Report (PDF/CSV).

UI/UX (Visual Elements)

Installer lock screen and session timer.

Step checklist (Network → Limits → Tests → Connect → Report).

Diagnostics meters (phase voltage, temp, contactor state).

Clone config wizard.

Edge Cases

Firmware failure → safe rollback + instructions.

OCPP auth failed → show reason, retry, or offline queue.

Core Platform Use Cases (System Scenarios)
Use Case 1: Emergency Charging Override

When immediate charging is needed, user selects Boost; app warns about peak demand/capacity impact; user confirms; charger ramps to max.
Success: high-speed session starts within seconds; warning logged.

Use Case 2: Cost-Optimized Charging

User sets Eco or schedules off-peak charging windows; system ensures lower demand profile and/or night-time starts.
Success: sessions adhere to time windows and reduced current cap.

Use Case 3: Smart Grid / Operator Integration

Operator/back-office signals throttling or pause via OCPP (e.g., site event). Charger responds within seconds; UI shows “Limited by site.”
Success: limits respected; user informed; audit recorded.

Use Case 4: AFIR-Aligned Ad-Hoc Access

Public/semi-public installs: RFID/QR tap to start ad-hoc paid session (no pre-registration). FlowBankOS links token to payment backend.
Success: session authorized; receipt available.

Use Case 5: Remote Troubleshooting

Support agent triggers remote diagnostics, soft reset, config checks via cloud; user gets guided steps; many issues resolved without site visit.
Success: fault cleared or clear RMA path with logs.

Key Visual Interface Elements (Owner App)

Real-Time Dashboard: kW gauge, kWh counter, elapsed timer, status chips, Start/Stop/Lock, mode selector, ETA.

Mode Panel (Speed Profiles): Standard/Eco/Boost with short impacts; Boost confirmation modal.

History & Analytics: List/Calendar, detail view, charts (bar/line), filters (charger/location/mode/date), export.

Multi-Location Manager: Location switcher + map, charger cards with quick actions and last activity.

Scheduling: Timeline editor, recurring rules, enable/disable toggle, conflict banners, “Skip once.”

Notifications Center: Persistent alerts (complete/interruption/error), per-charger preferences, test notification.

Security & Access: Lock toggle, PIN to start, Access Log, failed attempt alerts.

Diagnostics (Owner): Traffic-light status, non-destructive tools (soft reset/unlock), create support ticket.

Replit Handoff (quick build map)

Routes

/auth /onboarding/qr /dashboard /session/:id /history /analytics

/locations /device/:id /device/:id/schedule /device/:id/diagnostics

/profile /notifications /access

Core Components

GaugeKW, CounterKWh, TimerElapsed, ModeSelector,
ChargerCard, LocationSwitcher, ScheduleEditor, NotificationList,
AccessLog, DiagnosticsPanel, ConfirmModal, Toast.

Minimal State

auth, devices, activeDeviceId, sessionLive, history, schedules, notifications, ui