Battery Swap Service: Business Model & Operations¶

What is Battery Swap Service?¶

Battery Swap Service (BSS) is a subscription-based service that gives customers access to a network of battery exchange stations. Instead of waiting hours to charge their vehicle batteries, customers can quickly swap a depleted battery for a fully charged one in just minutes.

Key Value Proposition: - Instant Energy: Replace depleted batteries in under 5 minutes - Network Access: Use any station in our growing network - Flexible Plans: Choose from unlimited or pay-per-use options - 24/7 Availability: Automated stations available around the clock - Cost Effective: Lower upfront costs compared to buying batteries

Business Model Overview¶

Revenue Streams¶

Period-Based Contract Fees - Flexible contract structures with regular recurring fees or one-off deals
Franchise Models - Swap Station Network Fees via Rider Hailing partnerships
Fleet Management Fees - Asset management and coordination services
Security Deposits - Refundable deposits for battery access
Usage-Based Charges - Per-swap fees for pay-per-use customers (future)
Premium Services - Enhanced service levels and priority access
Asset Utilization Fees - Revenue from battery and station asset optimization
Network Partnership Revenue - Revenue sharing with ecosystem partners

Target Customer Segments¶

Commercial Fleet Operators - Delivery companies, ride-sharing services
Individual Vehicle Owners - Personal vehicle users seeking convenience
High-Usage Customers - Users requiring frequent battery swaps
Cost-Conscious Users - Customers preferring flexible pricing models
Franchise Partners - Station operators and network expanders

ABS Platform Ecosystem¶

The ABS platform serves as the central coordination hub for a multi-stakeholder battery swap ecosystem:

Key Ecosystem Parties¶

Swap Station Networks¶

Station Operators: Own and manage physical swap station infrastructure
Franchise Partners: Expand network through franchise agreements
Location Providers: Property owners hosting swap stations
Network Coordinators: Manage station network operations and optimization

Battery Fleet Circulators¶

Battery Fleet Owners: Own and maintain battery inventory
Fleet Managers: Coordinate battery distribution and maintenance
Logistics Providers: Transport batteries between stations
Maintenance Services: Battery testing, repair, and lifecycle management

Riders (End Users)¶

Individual Consumers: Personal vehicle owners using swap services
Commercial Fleet Drivers: Professional drivers in delivery/transport services
Ride-Hailing Drivers: Drivers for ride-sharing platforms
Corporate Fleet Users: Company vehicle operators

Service Agents¶

Station Attendants: Personnel providing assisted swap services
Technical Support: Field technicians for equipment maintenance
Customer Service: Support personnel for customer assistance
Quality Inspectors: Personnel ensuring battery and service quality

Asset Owners¶

Battery Manufacturers: Original equipment manufacturers
Financial Institutions: Asset financing and leasing providers
Insurance Companies: Asset protection and risk management
Investment Partners: Capital providers for asset acquisition

Platform Coordination Role¶

The ABS platform coordinates all ecosystem interactions through: - Service Plan Management: Unified subscription and billing coordination - Asset Tracking: Real-time monitoring of batteries and station status - Revenue Distribution: Automated revenue sharing among ecosystem parties - Quality Assurance: Standardized service delivery across all network partners - Data Analytics: Performance insights and optimization recommendations

Current Service Plans¶

Unlimited Service Plan¶

Target Market: High-usage customers who prefer predictable costs

Plan Features¶

Unlimited Swaps: No limits on battery exchanges during contract period
All Battery Types: Access to standard, premium, and specialty batteries
Full Network Access: Use any station in the network
24/7 Availability: Access to automated stations anytime
Personnel Support: Assisted service during business hours
Priority Access: Preferred customer status at busy locations

Pricing Structure¶

Period-Based Contract: Flexible contract terms with regular recurring fees
Security Deposit: One-time refundable deposit (varies by market)
No Usage Charges: Unlimited swaps included in contract fee
Transparent Pricing: Predictable costs throughout contract period

Business Benefits¶

Predictable Revenue: Stable recurring income from contracts
Customer Retention: High-value customers prefer unlimited plans
Simplified Operations: No usage tracking or billing complexity
Premium Positioning: Positions service as premium offering

Service Enhancement: Energy Tracking¶

Value-Added Service¶

Energy tracking provides additional value by monitoring actual energy consumption:

Separate Service Option: Energy monitoring as an add-on service
Detailed Usage Data: Track actual energy consumption patterns
Efficiency Insights: Help customers understand their energy usage
Performance Analytics: Monitor battery performance over time

How It Works¶

Initial Reading: Record energy level when first battery is issued
Swap Calculations: Measure energy difference at each battery exchange
Usage Accumulation: Track total energy consumed over subscription period
Reporting: Provide detailed usage reports and trends

Business Benefits¶

Customer Insights: Help customers optimize their energy usage
Service Differentiation: Unique feature not offered by competitors
Future Pricing: Foundation for energy-based pricing models
Environmental Reporting: Support sustainability goals and reporting

Service Template & Contract Management¶

Country-Specific Template Configuration¶

Template-Level Contract Control¶

ServicePlanTemplate serves as the primary contract controlling point with immutable country settings: - Country Code: ISO 3166-1 alpha-2 country code (immutable after creation) - Legal Jurisdiction: Specific legal jurisdiction within country (immutable after creation) - Currency Inheritance: All derived elements inherit template's currency definition - CommonTerms Integration: Country-specific contract terms with automatic billing currency - Governing Law: Country-specific legal framework and dispute resolution procedures

Currency Inheritance Workflow¶

Template Creation: ServicePlanTemplate created with country/jurisdiction settings
CommonTerms Validation: Contract terms must match template's country settings
ServicePlan Creation: Inherits template's country, jurisdiction, and currency
Service Configuration: All services inherit template's currency for pricing
Payment Operations: All transactions use inherited currency
Manual Quota Operations: Service-specific quota management handled manually

Single-Country Operations Model¶

Operational Scope: BSS operations are strictly single-country - No Cross-Border Operations: BSS operations are strictly single-country - no customer can use batteries across national borders - Template Selection Determines Country: By selecting a ServicePlanTemplate, customers choose their operational country, currency, and legal jurisdiction - Multi-Country Business Model: While BSS business model is suitable for multiple countries, each ServicePlan operates within a single country's legal and operational framework - Country-Specific Templates: Each country requires its own set of ServicePlanTemplates with local currency, legal terms, and operational parameters

Service Plan Change Policy¶

Contract Immutability: No mid-subscription changes allowed - No Mid-Subscription Changes: Customers cannot switch service plans during an active subscription - Change Procedure: Service changes require completing current plan first, then creating new ServicePlan - Cancellation Required: Any service modification requires cancellation and completion of existing ServicePlan - Clean Separation: Each ServicePlan represents a complete, immutable contract period - Battery Handling: Customer must return battery as part of plan completion before starting new plan

Asset Loss Settlement Handling¶

External Settlement Process: Asset loss settlement handled outside BSS scope - Settlement Detection: BSS system detects external "SETTLEMENT_REACHED" signal - Settlement Outside BSS: Asset loss settlement is handled external to BSS operations - System Response: Upon receiving settlement signal, BSS allows service state transition to "WAIT_BATTERY_ISSUE" - No Internal Processing: BSS does not process compensation amounts, legal procedures, or fault determination - Signal-Based Integration: Settlement completion communicated via FSM signal, not internal BSS logic

Workflow Enforcement¶

Template Immutability: Country/jurisdiction cannot be changed after template creation
Currency Consistency: All pricing operations validate against template currency
Legal Compliance: All operations must comply with template's legal jurisdiction
Geographic Boundaries: Service availability limited to template's country/jurisdiction

Customer Journey & Service Workflows¶

Complete Customer Journey Flow¶

Template Selection: Customer selects BSS plan template in Odoo CRM
Entity Mapping: ServicePlanTemplate mapped to Odoo Subscription Product
Plan Creation: ServicePlan created from template with version pinning
Initial States: service_cycle: INITIAL, payment_cycle: INITIAL
Agreement Signing: Customer signs service agreements
State Transition: payment_cycle: INITIAL → DEPOSIT_DUE (via CONTRACT_SIGNED)

Phase 2: Deposit & Service Activation¶

Deposit Payment: Customer makes initial deposit in Odoo
Payment Synchronization: ABS receives payment signals via MQTT messaging
Payment Cycle Update: ServicePlan updates payment_cycle FSM based on DEPOSIT_PAID signal
Service Activation: DEPOSIT_DUE → CURRENT → WAIT_BATTERY_ISSUE

Phase 3: Active Service Usage¶

Access & Allocation: Validate and allocate battery through bundle validation
Bundle Validation: ALL services in bundle must validate (AND logic)
Battery Operations: Normal BATTERY_ISSUED ⟷ BATTERY_RETURNED cycle
Dual Service Usage: Both battery swap and energy tracking services consume quota
Bundle Monitoring: Continuous monitoring for service quota exhaustion

Phase 4: Payment Synchronization & Continuation¶

Payment Due Processing: Odoo processes subscription renewal
Payment Status Sync: ServicePlan receives payment signals from Odoo via MQTT
Payment Signal Processing: ABS updates payment_cycle FSM based on Odoo signals
Service Access Control: Agent validates payment status before allowing operations
Service Resumption: Normal operations continue when payment current

Phase 5: Service Termination & Final Settlement¶

Subscription End: Odoo initiates final settlement process
Battery Return Requirement: Customer must return battery before completion
Final Settlement Sync: ABS receives settlement signals from Odoo via MQTT
Payment Cycle Completion: RENEWAL_DUE → FINAL_DUE → COMPLETE

Service Suspension & Recovery Management¶

Agent-Level Suspension Handling¶

Service suspension scenarios managed at agent level rather than FSM state transitions: - Payment Issues: PaymentAgent blocks transitions when payment overdue - Quota Exhaustion: QuotaAgent prevents service allocation when quota exhausted - Subscription Expiry: SubscriptionAgent denies access when subscription expired - Bundle Coordination: Multi-service validation ensures AND logic compliance - State Preservation: Customer retains battery possession status during suspension

Recovery Scenarios¶

Payment Resolution: Payment issues resolved, agent validation resumes
Quota Restoration: Manual quota adjustment by operators
Subscription Renewal: Subscription renewed and activated
Battery Loss Recovery: Multiple resolution paths for asset loss scenarios

Service Availability & Access Control¶

Real-Time Availability Checks¶

Service availability managed through moment-to-moment access decisions: - Service Available: All conditions met for service access - Service Limited: Available with constraints (low inventory, business hours) - Access Denied: Location not allowed, permission issues - No Inventory: No batteries available at requested location

Service Termination Scenarios¶

Early Cancellation: Customer cancels before receiving battery
Normal Completion: Customer returns battery after service period
Battery Loss Resolution: Asset settlement after battery loss

Service Bundle Architecture¶

Service Independence & Flexibility¶

Core Principle: Any service can be used singularly as a bundle - no imposed hierarchy or dependency among services exists in principle. - Context-Dependent Reality: While technically independent, practical usage may create natural dependencies - Swap Model: Battery fleet must be used to deliver energy service in swap context - AC Charging Model: Energy service could potentially operate independently - Bundle Creation: Must align with actual business arrangements between operators

Bundle Integrity Principle¶

"Bundle Integrity" Rule: If one element in the bundle is inactive, the entire bundle becomes invalid. - All-or-Nothing Access: Service access requires ALL bundle components to be in valid states - Operational Coordination: All bundle elements must validate successfully before granting any service access

Bundle Pricing & Cost Structure¶

Bundle-Level Pricing: All pricing and billing occurs at the complete bundle level - Customer Perspective: Riders see and pay bundle prices, not individual service costs - Service-Level Costs: Used internally for profit sharing between operations and asset owners - Revenue Distribution: Service costs enable transparent revenue allocation across ecosystem partners

Asset Fleet Coordination¶

Multi-Fleet Bundle Support¶

Battery Fleet Management: - Mixed Battery Types: Multiple battery types can be deployed within the same swap network - Type-Specific Allocation: When rider requests swap location, ABS responds with specific stations containing compatible battery types and states - Fleet Subscription Model: Riders are entitled only to specific battery fleet subsets per their bundle - Multi-Fleet Bundles: Bundles CAN include multiple battery fleets for enhanced rider flexibility

Swap Station Fleet Integration: - Separate Fleet Elements: Battery fleets and swap station fleets are independent bundle components - Coordinated Access: Rider access requires validation of both battery and station fleet permissions - Geographic Deployment: Fleet geographic limitations managed by asset managers, not rider concern

Roaming & Network Interoperability¶

Cross-Network Access: - Service Boundary Control: Service boundaries controlled by asset fleets only - Geographic Reality: Swap networks and battery fleets deployed with geographic limitations (asset manager responsibility) - Roaming Implementation: Achieved through bundles containing multiple "roamable" swap fleets - Business Arrangement Requirement: Roaming enabled by agreements between swap network operators - Bundle Design: Bundle creation must reflect actual inter-operator business arrangements

Asset Management Responsibilities¶

Asset Lifecycle Management¶

Asset Owner Responsibilities (via ABS asset operator portals): - Degradation Monitoring: Track battery performance decline over usage cycles - Repair Management: Coordinate maintenance and repair activities - Decommissioning: Handle end-of-life asset removal and replacement - Quality Assurance: Maintain asset performance standards across fleet

Ownership & Liability Structure¶

Asset Ownership Model: - Battery Ownership: Remains with asset owner throughout service lifecycle (ownership does not change in swap model) - Rider Responsibility: Limited to asset service operator for usage and care - Operator Liability: Asset service operators bear responsibility to asset owners - Subcontract Management: Asset owners subcontract management to operators

Service Terms & Contract Management¶

Financial Adjustments & Credits¶

Service Disruption Handling: - CRM/Odoo Integration: Service credits and adjustments handled at CRM level via credit notes (not defined in current BSS model) - Contract Terms: Specific compensation terms defined in subscription contracts - Automated Processing: ABS provides usage data to support credit calculations

Subscription Flexibility¶

Contract Modification: - Service Terms: Handled via subscription contract service terms in Odoo - ABS Data Support: Platform provides usage and performance data for contract decisions - Rider Protection: Contract terms specify rider rights and compensation scenarios

Asset Technology Integration¶

Advanced Asset Management¶

Future Asset Tracking (to be fully defined - not part of current BSS model): - Service Delegation: Potentially managed in ABS via delegation process between asset owners and operators - Technology Integration: Remote asset tracking, blockchain verification, IoT monitoring (via Odoo contract with ABS technology support) - Transparent Operations: All stakeholders have appropriate visibility into asset status

Customer Data & Privacy Management¶

Data Ownership & Usage¶

Metadata Rights (to be fully defined): - Odoo CRM Integration: Primary technology for all consumer-related data management - ABS Platform Rights: Usage metadata assumed to be property of ABS platform - Privacy Compliance: Data handling aligned with applicable privacy regulations - Transparency: Clear communication of data usage and ownership rights

Pricing & Commercial Strategy¶

Subscription Pricing Model¶

Current Pricing Framework: - Point-of-Subscription Pricing: Price agreed at time of subscription creation - ServicePlanTemplate Regulation: Base pricing controlled by template definitions - ServicePlan Flexibility: Individual plan adjustments via Odoo discount mechanisms - Competitive Tools: Possible future competitive strategies via Odoo (discounts, credits) - Pricing Regulation: Subscription pricing regulated by ServicePlanTemplate, adjustable on specific ServicePlan basis

Revenue Optimization¶

Pricing Strategy Support: - Bundle-Level Pricing: All customer pricing at bundle level for simplicity - Internal Cost Allocation: Service-level costs enable profit sharing optimization - Market Responsiveness: Pricing adjustments possible through Odoo integration - ABS Focus: Platform concentrates on service delivery, not pricing strategy (pricing strategy not current concern of ABS)

System Architecture & Integration¶

FSM Design & Inter-FSM Interactions¶

Service Cycle FSM¶

Current Version Approach: Keep service_cycle FSM as-is for this version - Stable Implementation: No changes to existing service_cycle FSM structure - Limited Inter-FSM Interactions: Current version has minimal cross-FSM dependencies - Agent-Handled Coordination: Inter-FSM interactions managed by service_agent function

Payment Integration Architecture¶

Odoo-ABS Payment Synchronization: ABS maintains synchronized payment status with Odoo - System Boundaries: "Customers pay on Odoo, services are delivered by ABS" - Payment Status Sync: ServicePlan picks up signals from Odoo and updates payment_cycle FSM - MQTT Signal Exchange: Communication between CRM and ABS via MQTT signals - Payment Processing: Odoo handles actual payment processing (deposits, renewals, refunds) - ABS Payment State: ABS maintains approximate image of Odoo payment status for service decisions - Payment Lifecycle: Deposit payment, subscription fees, renewals, refunds managed by Odoo - ABS Service Delivery: ABS focuses on service delivery based on synchronized payment status

Service Agent Architecture¶

Enhanced Functional Architecture¶

The Battery Swap Service agent implements enhanced functional architecture with centralized state management:

Single Delegation Function: - serviceAgent: Unified entry point for all external requests with internal delegation - Registry Integration: Maintains compatibility with registry-based functional dependency injection - Stateless Design: Agent receives state via context, processes requests, returns updated state

Private Helper Functions: - checkPaymentStatus: Validates payment states, generates FSM inputs for payment cycle - checkServiceAvailability: Validates service access, generates FSM inputs for service cycle - processAssetAllocation: Handles battery issue/return operations - Additional helpers: Domain-specific business logic functions

Centralized State Management: - AgentStateManager: Handles all agent state operations (create, validate, update, merge) - BSSAgentState Interface: Model-confined state type definition - State Isolation: Agent state management private to agent module

Architecture Design Principles¶

Registry-Based Functional Dependency Injection: - Function Interface: Agent exports single serviceAgent function for registry registration - Context Injection: Dependencies injected via context parameter - Stateless Execution: Agent functions are pure, receiving all needed data via context - Framework Compatibility: Maintains compatibility with core registry-based architecture

Model Confinement: - State Types: Agent state interface defined within agent module, not in GraphQL schema - Schema Purity: GraphQL schema remains generic with agent_state: JSON @domainSpecific - Agent Autonomy: Agent manages its own state lifecycle and validation - No Schema Pollution: Agent-specific types don't leak into shared schema definitions

Asset-Centric FSM Design¶

Design Principles¶

Asset-Focused State Management: - Physical Reality Modeling: FSM states represent actual battery possession status - Asset Protection: Customer cannot complete service while holding unreturned battery - Clear Accountability: Each state clearly defines who has the battery - Simple State Model: Fewer states focused on core asset lifecycle

Agent-Level Business Logic: - Separation of Concerns: FSM handles asset possession, agents handle business rules - Flexible Validation: Agents can prevent transitions without changing battery status - Recovery Simplicity: Service resumption doesn't require complex state transitions - Suspension Handling: Payment/quota issues managed at validation layer

State Transition Rules¶

BATTERY_ISSUED: Customer has battery, can return or lose it (never complete)
BATTERY_RETURNED: Customer returned battery, can get new one or complete service
BATTERY_LOST: Battery lost/damaged, requires resolution (continue or complete)
Early Exit: Can cancel service before taking battery (WAIT_BATTERY_ISSUE → COMPLETE)
Asset Recovery: Lost battery can lead to service continuation or termination

Architecture Benefits¶

Implementation Advantages: 1. Cleaner FSM: Only 6 states vs 7 states (removed SUSPENDED) 2. Better Separation: Business logic separated from asset tracking 3. Flexible Recovery: Multiple paths for handling edge cases 4. Realistic Modeling: States match physical battery possession reality 5. Agent Independence: Agents manage suspension without FSM complexity

Operational Benefits: 1. Asset Protection: Clear rules prevent battery abandonment 2. Business Flexibility: Agent-level rules can change without FSM updates 3. Recovery Options: Multiple resolution paths for lost/damaged assets 4. System Reliability: Simpler state model reduces complexity bugs 5. Maintenance: Easier to understand and maintain battery lifecycle

Agent Responsibility Scope¶

FSM vs Agent Boundaries: All details NOT modeled by the FSMs are serviceAgent responsibility - Model-Specific Logic: Agent logic is specific to each service model (BSS, FMS, ETS) - FSM-Aware Implementation: Agents must understand their specific FSM context and constraints - Business Logic Coordination: Complex business rules not captured in FSM states

Agent Configuration & State Management¶

Template vs Plan Separation: - Agent Logic & Parameters: Defined per ServicePlanTemplate (template-level configuration) - Agent States: Maintained per ServicePlan object (rider-specific state) - Scalable Architecture: Template reusability with plan-specific state tracking

Operational Exception Handling¶

Manual Process Priority¶

Current Operational Approach: Case-by-case handling by human operators - Practice-Based Development: Automation implemented after processes established through practice - Iterative Improvement: Manual processes inform automated solution design - Operational Learning: Real-world experience drives system enhancement

System Failure & Compensation¶

External System Responsibility: System failure compensation not ABS concern - Odoo CRM Processes: Compensation issues handled via Odoo CRM workflows - Manual Process Support: Possible manual intervention for complex cases - Clear Boundaries: ABS focuses on service delivery, not failure compensation

Service Level Features¶

Grace Period Management¶

Template-Level Configuration: Grace periods are ServicePlanTemplate-specific - Business Rule Flexibility: Different service templates can have different grace periods - Consistent Application: All ServicePlans from same template share grace period rules - Configurable Parameters: Grace period duration and conditions per template

Current Model Limitations¶

Features Not in Current Model: - Quota Top-Up: Not part of current model implementation - Emergency Scenarios: Not included in current model scope - Advanced Payment Features: Handled externally via Odoo CRM

MQTT Communication Architecture¶

Signal Routing & Topic Patterns¶

Topic Convention: emit/abs/bss/plan/{service_plan_id}/service_signal - Example: emit/abs/bss/plan/bss-001/asset_return_required - Consumer: External systems (Odoo CRM) subscribe to MQTT topics - Integration Patterns: - emit/abs/bss/plan/{plan_id}/payment_request - echo/abs/bss/plan/{plan_id}/payment_confirmed - emit/abs/bss/plan/{plan_id}/service_completed - echo/abs/bss/plan/{plan_id}/subscription_updated

External Communication¶

Customer Communication: Handled by external CRM systems
Asset Return Notifications: Via MQTT messaging system
Service Status Updates: Real-time status broadcasting
State Synchronization: FSM states synchronized with Odoo subscription status

Signal-Based Integration¶

CRM-ABS Payment Synchronization Pattern: - Payment Signals: Odoo sends payment status updates via MQTT to keep ABS payment_cycle FSM synchronized - Service Signals: ABS sends service delivery confirmations via MQTT back to Odoo - Event-Driven Architecture: Asynchronous communication maintains payment status consistency - Synchronized Systems: ABS maintains approximate image of Odoo payment status for service decisions - Decoupled Operations: Each system maintains core responsibilities while staying synchronized

Message Flow Examples¶

Typical Signal Exchanges: 1. Payment Synchronization: Odoo → ABS ("DEPOSIT_PAID", "RENEWAL_PAID", "PAYMENT_FAILED", "SUBSCRIPTION_EXPIRED") 2. Service Delivery Updates: ABS → Odoo ("BATTERY_ISSUED", "BATTERY_RETURNED", "SERVICE_COMPLETE") 3. Status Synchronization: Bidirectional payment and service status alignment 4. Exception Handling: Alert signals for manual intervention when synchronization issues occur

Asset Tracking & Management¶

Multi-Asset Coordination¶

The platform tracks and coordinates multiple asset types across the ecosystem:

Battery Assets: - Identity Tracking: Unique identification and ownership records for each battery - Location Monitoring: Real-time tracking of battery location and station assignment - Health Status: Continuous monitoring of battery condition, charge level, and performance - Usage History: Complete lifecycle tracking from manufacturing to retirement - Maintenance Records: Service history, repairs, and quality assessments

Station Assets: - Capacity Management: Real-time inventory levels and available swap slots - Equipment Status: Monitoring of IoT systems, sensors, and mechanical components - Service Availability: Operational hours, maintenance windows, and service interruptions - Access Control: Authentication systems, user validation, and security monitoring - Performance Metrics: Transaction times, success rates, and customer satisfaction

Asset State Synchronization¶

Real-Time Updates: Immediate synchronization of asset state changes across ecosystem
Event-Driven Architecture: Asset state changes trigger automated workflow responses
Conflict Resolution: Automated handling of conflicting asset state information
Audit Trail: Complete history of asset state changes and responsible parties
Recovery Mechanisms: Automatic recovery from communication failures and data inconsistencies

Service-Asset Binding¶

Dynamic Allocation: Services are dynamically bound to available assets based on demand
Resource Optimization: Intelligent assignment of assets to maximize utilization
Service Continuity: Automatic failover to alternative assets when primary assets are unavailable
Quality Matching: Asset assignment based on service tier and quality requirements
Geographic Optimization: Asset allocation considers customer location and travel patterns

Manual Quota Management¶

Current Model Approach¶

Quota management in the current BSS model operates through manual processes:

Manual Quota Operations: - Operator Intervention: Human operators handle quota exhaustion on case-by-case basis - No Automated Top-Up: Automatic quota restoration not part of current model implementation - Bundle Coordination: Manual quota adjustments consider bundle integrity requirements - Practice-Based Development: Automation will be implemented after processes established through practice

Quota Monitoring: - Continuous Tracking: System monitors service usage against configured limits - Proactive Alerts: Early warning system when approaching quota limits - Manual Resolution: Operator assessment and manual quota adjustment when needed - Bundle Impact: Individual service quota exhaustion affects entire bundle availability

Business Approach¶

Manual Process Priority: - Iterative Improvement: Manual processes inform future automated solution design - Operational Learning: Real-world experience drives system enhancement decisions - Exception Handling: Case-by-case handling by human operators for complex scenarios - External Support: System failure compensation handled via Odoo CRM processes

Bundle Lifecycle Management¶

Service Duration Control: - Contract Period Management: Services operate within defined subscription periods - Synchronized Expiration: All bundle services expire simultaneously at contract end - Clean Renewal Process: New subscription creates fresh bundle with reset quotas - Graceful Termination: Coordinated shutdown of all services at contract expiration

Asset Return Coordination: - Multi-Asset Return: Coordinated return process for all assets associated with bundle - Final Settlement: Comprehensive settlement process covering all bundle services - Deposit Management: Coordinated refund process for all security deposits - Data Retention: Service history and asset usage data preserved for analytics

Business Value of Bundle Strategies¶

Simple Bundle Benefits¶

Customer Convenience: Single decision, single price, no complexity
Predictable Revenue: Higher margins with flat-rate pricing
Operational Simplicity: Fewer components to track and manage
Market Positioning: Premium service positioning with comprehensive coverage
Customer Retention: Switching costs higher due to comprehensive service dependency

Granular Bundle Benefits¶

Market Accessibility: Lower entry prices for cost-conscious customers
Usage Optimization: Customers optimize costs by selecting only needed components
Revenue Scalability: Additional revenue from component upgrades and add-ons
Competitive Differentiation: Flexible pricing compared to monolithic competitors
Data Insights: Detailed understanding of customer preferences and usage patterns

Strategic Bundle Examples¶

"Executive Package" (Simple Bundle): - Single component: "Unlimited Premium Battery Service" - Includes: Unlimited swaps, all battery types, priority access, premium support - Metric: Unlimited usage within subscription period - Price: $200/month (high convenience premium) - Target: High-usage customers who value simplicity

"Flexible Service" (Granular Bundle): - Component 1: "Basic Swap Access" - 20 swaps/month ($50) - Component 2: "Energy Tracking" - Detailed analytics ($15) - Component 3: "Premium Station Access" - 5 premium locations ($25) - Component 4: "Priority Support" - <2hr response ($20) - Total if all selected: $110/month (cost optimization vs. Executive Package) - Target: Cost-conscious customers who want control over their service mix

Battery Swap Operations¶

Service Delivery Methods¶

Our battery swap service offers two convenient options designed as seamless, integrated processes:

Automated Self-Service Stations¶

24/7 Availability¶

Round-the-Clock Access: Serve customers any time of day
Smart Cabinet Technology: IoT-enabled stations with automated validation
Mobile App Integration: Easy station access through smartphone app
RFID Card Support: Quick access with membership cards

Two-Step Swap Process¶

Step 1: Battery Return & Validation 1. Customer arrives at station and initiates swap via mobile app 2. Station opens return compartment for depleted battery 3. Automated sensors perform comprehensive battery validation: - Identity verification and ownership confirmation - Physical condition assessment - Safety and electrical testing 4. System accepts or rejects returned battery

Step 2: New Battery Issuance (Upon Successful Validation) 1. Station confirms battery acceptance 2. Issue compartment opens with optimal charged battery 3. Customer retrieves fully charged battery 4. Transaction completed and recorded

Personnel-Assisted Service¶

Expert Human Support¶

Business Hours Operation: Professional assistance when you need it
Expert Assessment: Trained personnel provide specialized battery evaluation
Exception Handling: Resolve complex situations with human judgment
Customer Support: Direct assistance for questions and concerns

Streamlined Service Process¶

Customer presents depleted battery to service personnel
Personnel use professional scanners for comprehensive validation:
Battery identity and ownership verification
Visual inspection for damage or issues
System verification of customer eligibility
Upon acceptance, personnel immediately provide charged battery
Transaction completed and recorded in system

Rider's End-to-End Experience: Parallel Cycle Operations¶

The rider's subscription experience operates through two parallel cycles that run simultaneously throughout the service period:

Payment Cycle & Service Cycle Overview¶

Payment Cycle (Financial Operations): 1. Plan Selection → 2. Deposit Payment → 3. Regular Subscription Fees → 4. Auto-Renewals → 5. Subscription Cancellation → 6. Refund Processing

Service Cycle (Asset Operations): 1. First Battery Pickup → 2. Ongoing Battery Swaps (return depleted + pickup charged, repeat) → 3. Final Battery Return (return only, no pickup)

Parallel Cycle Coordination¶

Cycle Interdependencies: - Payment Cycle drives Service Cycle: Service access depends on payment cycle status - Service Cycle informs Payment Cycle: Usage patterns influence billing and renewal decisions - Synchronized States: Both cycles must be in valid states for service continuation - Independent Failure Handling: Issues in one cycle don't automatically terminate the other

Payment Cycle: Financial Operations Journey¶

Step 1: Plan Selection¶

Discovery & Evaluation Phase¶

Channel-Specific Plan Presentation:

Mobile App Experience: - Interactive Plan Builder: Drag-and-drop bundle component selection - Usage Estimator: "How many swaps do you expect per month?" with slider - Cost Calculator: Real-time pricing updates as components are selected/deselected - Comparison Matrix: Side-by-side comparison of simple vs. granular bundles - Location Validator: "Service available in your area" with station map overlay

Sales Agent Experience: - Needs Assessment Questionnaire: Travel patterns, vehicle type, usage frequency - Custom Bundle Recommendation: Agent-designed package based on rider profile - ROI Demonstration: Cost comparison vs. traditional charging methods - Negotiation Flexibility: Limited pricing adjustments for commercial accounts - Decision Timeline: Structured follow-up schedule and commitment timeline

Plan Configuration & Pricing¶

Simple Bundle Selection: - "Executive Unlimited": Single selection, fixed pricing, immediate confirmation - Pricing: $200/month, $100 deposit, no complexity - Target: "I want unlimited access, don't make me think about details"

Granular Bundle Configuration: - Component Selection Matrix: - ✓ Basic Swap Access (20 swaps/month): $50 - ✓ Energy Tracking Service: $15 - ✓ Premium Station Access (5 locations): $25 - ✓ Priority Support (<2hr response): $20 - Total: $110/month, $75 deposit - Target: "I want control over what I pay for"

Step 2: Deposit Payment¶

Deposit Calculation & Processing¶

Risk-Based Deposit Determination: - Credit Score Factor: Higher scores = lower deposits - Bundle Complexity: More components = higher deposits - Geographic Risk: High-theft areas = deposit premiums - Commercial vs. Individual: Fleet accounts may get deposit waivers

Payment Processing Flow: 1. Deposit Notification: "Your deposit is $75. Pay now to activate service." 2. Payment Method Selection: Credit card, bank transfer, digital wallet, financing options 3. Security Verification: 3D Secure, banking authentication, fraud detection 4. Immediate Confirmation: "Deposit received. Service activating in 2-4 hours." 5. Receipt & Next Steps: Email confirmation with first battery pickup instructions

Payment Cycle State Change: PENDING_DEPOSIT → DEPOSIT_PAID → SERVICE_READY

Step 3: Regular Subscription Fees¶

Recurring Billing Operations¶

Billing Cycle Management: - Billing Period: Monthly, quarterly, or annual based on plan selection - Proration Logic: Mid-cycle start dates prorated to next full billing period - Usage-Based Adjustments: Component overages added to base subscription fee - Tax Calculation: Automatic tax calculation based on service location

Payment Processing & Communication: 1. Pre-Bill Notification: "Your next payment of $110 will be processed on March 1st" 2. Automatic Charge: Payment processed using stored payment method 3. Success Confirmation: "Payment successful. Service continues uninterrupted." 4. Failure Handling: Grace period, retry logic, payment method update prompts 5. Invoice Delivery: Detailed invoice with component breakdown and usage summary

Payment Cycle State Progression: ACTIVE_SUBSCRIPTION → PAYMENT_DUE → PAYMENT_PROCESSED → ACTIVE_SUBSCRIPTION

Step 4: Auto-Renewal System¶

Renewal Decision & Processing¶

Auto-Renewal Configuration: - Opt-In During Signup: "Enable auto-renewal for uninterrupted service" - Renewal Terms: Same bundle configuration, updated pricing if applicable - Modification Window: 7-day window before renewal to modify bundle components - Cancellation Protection: 24-hour cancellation window after auto-renewal

Renewal Process Flow: 1. 30-Day Advance Notice: "Your subscription renews on April 1st for $110/month" 2. Usage Summary: "Last month: 18 swaps used of 20 allowed, $0 in overages" 3. Optimization Suggestions: "Consider adding 5 swaps for $12.50 based on your usage" 4. Confirmation Window: 7-day period to modify or cancel auto-renewal 5. Automatic Processing: Seamless renewal with updated service period

Payment Cycle State Flow: ACTIVE_SUBSCRIPTION → RENEWAL_PENDING → RENEWED → ACTIVE_SUBSCRIPTION

Step 5: Subscription Cancellation¶

Cancellation Request & Processing¶

Cancellation Initiation: - Self-Service Portal: "Cancel Subscription" with reason selection - Customer Service: Phone or chat-based cancellation with retention offers - Grace Period: 24-48 hour cooling-off period with cancellation reversal option

Cancellation Flow: 1. Cancellation Request: Reason selection and effective date choice 2. Retention Offer: Discount, pause option, or plan modification alternatives 3. Asset Return Requirement: "Please return your battery within 7 days" 4. Final Billing: Proration calculation and final charges summary 5. Confirmation: "Subscription cancelled. Service ends on March 31st."

Payment Cycle State Change: ACTIVE_SUBSCRIPTION → CANCELLATION_PENDING → CANCELLED

Step 6: Refund Processing¶

Final Settlement & Refund Calculation¶

Refund Components: - Deposit Refund: Full deposit minus any damage charges or fees - Prepaid Service: Proration of unused subscription period - Component Credits: Unused component quotas converted to credits - Damage Deductions: Battery damage assessment and deduction calculation

Refund Processing Flow: 1. Final Account Review: Complete transaction history and outstanding charges 2. Asset Condition Assessment: Battery return condition and damage evaluation 3. Refund Calculation: Deposit + proration - damages - fees = final refund 4. Refund Processing: Return to original payment method within 5-7 business days 5. Final Receipt: Complete breakdown of charges, credits, and final refund amount

Payment Cycle Completion: CANCELLED → FINAL_SETTLEMENT → REFUND_PROCESSED → ACCOUNT_CLOSED

Service Cycle: Asset Operations Journey¶

Step 1: First Battery Pickup¶

Initial Asset Assignment & Onboarding¶

Pre-Pickup Preparation: - Payment Cycle Prerequisite: Deposit must be in DEPOSIT_PAID state - Station Selection: Rider chooses convenient pickup location from available network - Appointment Scheduling: Optional time slot reservation for assisted service - Vehicle Compatibility: Pre-validation of battery compatibility with rider's vehicle

First Battery Pickup Experience: 1. Arrival & Authentication: QR code scan or RFID tap to announce arrival 2. Identity Verification: Photo ID check against account registration 3. Vehicle Inspection: Compatibility verification and installation point check 4. Battery Selection: Optimal battery assignment based on vehicle and usage profile 5. Assisted Installation: Personnel help with first-time installation and safety check 6. Service Training: Hands-on demonstration of swap process and emergency procedures 7. Mobile App Tutorial: Live walkthrough of station finder and swap features

Service Cycle State Change: SERVICE_READY → FIRST_BATTERY_ISSUED → ACTIVE_SERVICE

Step 2: Ongoing Battery Swaps (Repeat Cycle)¶

Regular Swap Operations Loop¶

Standard Swap Experience (Repeat throughout subscription):

Pre-Swap Planning: 1. Mobile App Check: Station finder shows nearby locations with availability 2. Route Integration: Swap stations integrated into GPS navigation for trip planning 3. Queue Status: Real-time wait times and station capacity information 4. Reservation Option: Optional time slot booking for guaranteed service

Swap Execution (2-Step Process):

Step A: Depleted Battery Return: 1. Station Arrival: GPS-guided navigation to exact swap bay 2. Authentication: RFID tap or QR scan for instant access 3. Return Bay Access: Automated door opening for battery return compartment 4. Battery Insertion: Place depleted battery in return compartment 5. Validation Process: Automated sensors perform identity, condition, and safety checks 6. Return Acceptance: System confirms battery acceptance and ownership verification

Step B: Charged Battery Pickup: 1. Optimal Battery Selection: System selects best available charged battery 2. Pickup Bay Access: Issue compartment opens with assigned charged battery 3. Battery Retrieval: Customer removes fully charged battery 4. Transaction Completion: System records successful swap and updates quotas 5. Receipt Generation: Digital receipt with battery details and service summary

Service Cycle State Flow: ACTIVE_SERVICE → BATTERY_RETURNED → BATTERY_ISSUED → ACTIVE_SERVICE

Component Quota Management During Swaps¶

Bundle Component Tracking: - Swap Counter: Each swap decrements available swap quota - Energy Tracking: If enabled, energy differential calculated and recorded - Access Validation: Station access verified against bundle permissions - Support Utilization: Support interactions tracked against service level quotas

Quota Exhaustion Handling: 1. Approaching Limit Alert: "You have 3 swaps remaining this month" 2. Quota Exhausted: "Swap quota reached. Top up to continue service?" 3. Top-Up Purchase: Component-specific quota extension purchase 4. Immediate Restoration: Service access restored upon successful payment

Step 3: Final Battery Return (Service Termination)¶

Subscription End & Asset Recovery¶

Final Return Preparation: - Payment Cycle Prerequisite: Subscription must be in CANCELLED or EXPIRED state - Return Notification: 7-day advance notice with return deadline - Station Options: List of convenient return locations - No-Pickup Process: Clear explanation that no replacement battery will be issued

Final Return Experience: 1. Return Station Selection: Choose convenient final return location 2. Final Swap Transaction: Standard authentication and return process 3. Battery Condition Assessment: Thorough condition evaluation for damage charges 4. Return Confirmation: System confirms final battery return and quota closure 5. Service Termination: All station access and service privileges revoked 6. Asset Recovery Complete: Battery returned to inventory for next customer

Service Cycle Completion: ACTIVE_SERVICE → FINAL_RETURN_INITIATED → BATTERY_RETURNED → SERVICE_TERMINATED → ASSET_RECOVERED

Parallel Cycle Coordination & Exception Handling¶

Normal Operation Coordination¶

Synchronized State Requirements: - Service Access: Requires both PAYMENT_CURRENT and BATTERY_ISSUED states - Renewal Processing: Service cycle continues while payment cycle processes renewal - Component Top-Ups: Payment cycle extensions immediately update service cycle quotas - Cancellation Coordination: Payment cycle cancellation triggers service cycle termination timeline

Exception Scenarios & Recovery¶

Payment Cycle Issues: - Failed Payment: Service cycle continues with grace period, then suspends - Payment Dispute: Service cycle paused pending resolution - Refund Processing Delays: Service cycle termination proceeds, refund follows separately

Service Cycle Issues: - Battery Return Failure: Payment cycle continues, penalty charges applied - Station Outages: Payment cycle unaffected, service credits issued - Asset Damage: Payment cycle continues, damage charges added to final settlement

Customer Experience Integration¶

Unified Interface: - Single Mobile App: Manages both payment and service operations - Integrated Support: Customer service handles both cycle types seamlessly - Consolidated Reporting: Usage analytics combine payment and service data - Synchronized Communications: Notifications coordinate information from both cycles

This parallel cycle approach ensures that financial operations and service delivery are properly coordinated while maintaining independent operation capabilities for optimal customer experience and business efficiency.

Battery Swapping Operators Experience¶

Battery swapping operators manage the day-to-day operations of swap stations and ensure seamless service delivery:

A1: Network Status & Service Availability Management¶

Real-Time Network Monitoring Dashboard¶

Network Overview Interface: - Station Status Map: Real-time view of all stations with color-coded status indicators - 🟢 Green: Operational with good inventory - 🟡 Yellow: Operational with low inventory or minor issues - 🔴 Red: Offline, maintenance required, or critical issues - 🔵 Blue: Scheduled maintenance in progress - Network Performance Metrics: Live KPI dashboard showing: - Total swaps completed today/this week/this month - Average swap completion time across network - Station utilization rates and peak usage patterns - Customer satisfaction scores by location

Service Availability Coordination¶

Capacity Management: 1. Inventory Distribution: Real-time battery distribution across stations - Charged battery count by station and battery type - Predictive alerts for inventory shortfalls - Automated rebalancing recommendations 2. Station Performance Monitoring: - Transaction success/failure rates by station - Equipment health status (doors, sensors, payment systems) - Queue lengths and wait times at busy locations 3. Service Level Maintenance: - 24/7 availability targets and actual performance - Scheduled maintenance windows and impact planning - Emergency response protocols for critical failures

Proactive Network Management¶

Predictive Operations: - Demand Forecasting: Predict peak usage times and locations - Resource Allocation: Optimize battery distribution based on demand patterns - Maintenance Scheduling: Plan maintenance during low-demand periods - Capacity Expansion: Identify locations requiring additional stations or inventory

A2: Individual Service Request Handling¶

Rider Eligibility & Access Control¶

Service Request Validation Process:

"Can a rider use this station?" - Access Control Dashboard: 1. Real-Time Eligibility Check: - Rider authentication via RFID/QR scan - Subscription status verification (active, suspended, expired) - Bundle component validation (station access rights) - Payment status confirmation (current, overdue, suspended) 2. Station-Specific Validation: - Station operational status and capacity - Battery inventory availability for rider's vehicle type - Station access permissions based on rider's service tier - Time-based access restrictions (business hours vs. 24/7) 3. Decision Matrix Display: - ✅ Access Granted: All validations passed, service proceeding - ⚠️ Conditional Access: Service available with limitations - ❌ Access Denied: Specific reason with resolution options

Battery Pickup Authorization¶

"Can a rider pick up a battery?" - Asset Assignment System:

Battery Allocation Process: 1. Inventory Assessment: - Available charged batteries by type and condition - Battery health scores and charge levels - Age and cycle count considerations 2. Optimal Battery Selection: - Match battery type to rider's vehicle specifications - Prioritize highest-performing batteries for premium customers - Consider battery health for longevity optimization 3. Allocation Confirmation: - Reserve selected battery for rider transaction - Update inventory systems in real-time - Generate pickup authorization with battery serial number

Battery Return Validation¶

"Is a battery returned properly?" - Return Processing System:

Automated Return Validation: 1. Physical Condition Assessment: - IoT sensor scan for physical damage or tampering - Weight and dimension verification - External condition photography for record-keeping 2. Electrical Performance Testing: - Voltage and capacity measurement - Internal resistance testing - Safety system functionality check 3. Identity Verification: - RFID/NFC scan confirms battery identity - Ownership verification against rider account - Return location validation and authorization 4. Condition Classification: - ✅ Excellent: Ready for immediate reuse - ✅ Good: Acceptable for standard service - ⚠️ Fair: Requires maintenance before reuse - ❌ Poor: Needs repair or replacement - 🚫 Rejected: Safety concerns, return denied

Service Request Resolution¶

Exception Handling Interface: - Failed Validations: Clear reason codes and resolution procedures - Technical Issues: Step-by-step troubleshooting guides - Customer Disputes: Escalation procedures and documentation tools - Emergency Situations: Priority protocols for stranded riders

Operator Daily Workflow Integration¶

Shift Management System: - Shift Handover: Status reports and ongoing issue transfers - Priority Alerts: Critical issues requiring immediate attention - Performance Tracking: Individual and team performance metrics - Training Integration: Ongoing training modules and certification tracking

Asset Owners Experience¶

Asset owners monitor the financial and operational performance of their battery and station investments:

B1: Asset Health & Revenue Generation Status¶

Comprehensive Asset Performance Dashboard¶

Revenue Analytics Interface:

Financial Performance Metrics: 1. Revenue Generation by Asset: - Daily/weekly/monthly revenue per battery and station - Revenue per swap transaction and utilization rates - Comparison against projected ROI targets - Seasonal and trending analysis with growth projections 2. Cost Management Tracking: - Operational costs per asset (maintenance, energy, logistics) - Cost per swap calculation and efficiency optimization - Depreciation tracking and replacement scheduling - Insurance and financing cost allocation 3. Profitability Analysis: - Gross margin by asset type and location - Net profit after all operational expenses - Break-even analysis and payback period tracking - ROI comparison against initial investment projections

Asset Utilization Optimization¶

Performance Monitoring: - Utilization Rates: Percentage of time assets are generating revenue - Idle Time Analysis: Identification of underperforming assets - Efficiency Metrics: Swaps per day, revenue per hour of operation - Market Penetration: Share of potential market captured by location

B2: Asset Safety & Compliance Status¶

Safety Monitoring System¶

Real-Time Safety Dashboard:

Battery Safety Metrics: 1. Health Monitoring: - Cell voltage balance and thermal management status - Charge/discharge cycle count and degradation tracking - Internal resistance measurements and trending - Electrolyte leakage detection and safety alerts 2. Performance Degradation Tracking: - Capacity retention over time and usage cycles - Charging efficiency and power delivery capability - Predicted remaining useful life calculations - Maintenance scheduling based on health indicators 3. Safety Incident Management: - Automated safety alerts for anomalous behavior - Incident logging and root cause analysis - Regulatory compliance reporting and documentation - Insurance claim support and damage assessment

Station Safety & Security¶

Infrastructure Safety Monitoring: - Equipment Safety: Door mechanisms, sensor functionality, electrical systems - Environmental Monitoring: Temperature, humidity, fire detection systems - Security Systems: Surveillance, access control, tamper detection - Emergency Protocols: Automatic shutdown procedures, emergency contact systems

B3: ROI Dashboards & Investment Analytics¶

Executive Investment Dashboard¶

Strategic Performance Overview:

ROI Analysis Interface: 1. Investment Performance Tracking: - Current ROI: Actual return vs. projected return by investment period - IRR Calculation: Internal rate of return with sensitivity analysis - NPV Tracking: Net present value of investment portfolio - Payback Period: Actual vs. projected payback timelines

Portfolio Performance Analytics:
Asset Mix Analysis: Performance by battery type, station type, location
Geographic Performance: ROI comparison across different markets
Vintage Analysis: Performance tracking by asset acquisition date
Risk Assessment: Exposure analysis and mitigation strategies
Predictive Investment Modeling:
Growth Projections: Revenue and utilization growth forecasting
Expansion Opportunities: ROI modeling for new markets and assets
Technology Upgrade Analysis: ROI of equipment upgrades and replacements
Market Scenario Planning: Performance under different market conditions

Financial Planning & Optimization¶

Investment Strategy Support: - Capital Allocation: Optimal distribution of investment across asset types - Financing Optimization: Debt vs. equity financing impact on ROI - Tax Optimization: Depreciation strategies and tax benefit maximization - Exit Strategy Planning: Asset disposal and portfolio optimization timing

Stakeholder Reporting¶

Investor Communication Dashboard: 1. Performance Reports: - Monthly investor reports with key performance indicators - Quarterly financial statements and variance analysis - Annual performance review with strategic recommendations 2. Transparency Metrics: - Real-time asset performance visibility - Risk factor disclosure and mitigation status - Regulatory compliance and safety performance 3. Strategic Planning Support: - Market analysis and competitive positioning - Technology roadmap and upgrade planning - Expansion opportunities and risk assessment

Cross-Stakeholder Integration¶

Unified Platform Benefits¶

Collaborative Ecosystem Management: - Shared Data Platform: All stakeholders access consistent, real-time data - Coordinated Operations: Operator actions directly impact asset owner metrics - Transparent Performance: Asset owners can monitor operator performance quality - Aligned Incentives: Revenue sharing models align all stakeholder interests

Performance Optimization Loop¶

Continuous Improvement Process: 1. Data Collection: Real-time performance data from all ecosystem participants 2. Analysis & Insights: AI-powered analytics identify optimization opportunities 3. Strategy Adjustment: Coordinated adjustments across operations and investments 4. Performance Monitoring: Continuous tracking of improvement implementation 5. Stakeholder Communication: Regular updates and collaborative planning sessions

This comprehensive stakeholder experience design ensures that battery swapping operators can deliver excellent service while asset owners maintain clear visibility into their investment performance and risk management.

Service Scenarios & Solutions¶

Common Situations¶

Payment Delays: Grace period and payment reminders before service suspension
Usage Limit Reached: Manual quota management by operators
Station Unavailability: Alternative station suggestions and real-time availability
Technical Issues: 24/7 support and alternative service options
Battery Problems: Expert assessment and resolution through customer service

Exceptional Circumstances¶

Equipment Failures: Alternative locations and manual processing options
Weather Events: Service continuity plans and customer communication
High Demand Periods: Dynamic inventory management and priority access
System Maintenance: Advance notice and alternative arrangements
Emergency Situations: Priority support and expedited resolution

Business Success Metrics¶

Customer Success Outcomes¶

Service Completion: Successful completion with deposit refund
Customer Satisfaction: High satisfaction scores and positive feedback
Usage Optimization: Efficient energy usage and cost management
Service Reliability: Consistent access to battery swap services
Value Realization: Clear benefits over traditional charging methods

Operational Excellence¶

Network Availability: High uptime and station reliability
Transaction Speed: Quick and efficient battery swap processes
Customer Support: Responsive and effective problem resolution
Service Quality: Consistent battery performance and safety standards
Geographic Coverage: Comprehensive network coverage for customer convenience

Market Position¶

Competitive Advantages¶

Our flexible, multi-stakeholder ecosystem provides significant advantages over traditional monolithic battery swap systems:

Ecosystem Flexibility: Adaptable service offerings that evolve with market needs
Multi-Stakeholder Benefits: Value creation for customers, partners, and operators
Technology Innovation: Continuous improvement through integrated digital platform
Market Responsiveness: Quick adaptation to local market requirements and regulations
Scalable Growth: Efficient expansion model supporting rapid network growth

Market Differentiation¶

Service Integration: Seamless integration with broader transportation and energy ecosystems
Customer Choice: Multiple service options and flexible pricing models
Quality Assurance: Comprehensive validation and safety standards
Innovation Platform: Foundation for future service enhancements and new offerings

Important Notes to Developer¶

Extracted from Workflow Specification¶

The following technical implementation details have been extracted from bss-technical-specs.md and incorporated into this business logic document:

Technical Architecture Components¶

Country-Specific Template Configuration: Complete workflow for template-level contract control with currency inheritance
Detailed Customer Journey Flow: Phase-by-phase breakdown from signup to termination
Enhanced Agent Architecture: Functional architecture with centralized state management and registry-based dependency injection
Asset-Centric FSM Design: Asset-focused state management principles and transition rules
Service Suspension/Recovery Management: Agent-level handling of suspension scenarios
MQTT Integration Patterns: Signal routing, topic conventions, and external communication
Manual Quota Management: Current model approach with operator intervention

Implementation Guidance¶

Agent Functions: ServiceAgent implements single delegation function with private helper functions
State Management: Centralized AgentStateManager handles all agent state operations
FSM Integration: Asset-centric design with 6 states focused on asset possession
Payment Synchronization: ABS maintains payment_cycle FSM synchronized with Odoo via MQTT
Bundle Coordination: AND logic validation with manual quota management
Exception Handling: Case-by-case handling by human operators, automation after practice establishment

Current Model Scope¶

Implemented Features: - Service cycle FSM with asset-centric design - Payment cycle FSM synchronized with Odoo - Agent-level business logic coordination - Manual exception handling processes - Bundle integrity validation - MQTT signal-based integration

Excluded Features: - Automated quota top-up functionality - Emergency scenario automation
- Complex inter-FSM coordination - Advanced payment processing (handled by Odoo) - System failure compensation (external to ABS)

This document now serves as the comprehensive business logic foundation with essential technical implementation details for BSS development.

Battery Swap Service: Business Model & Operations¶

What is Battery Swap Service?¶

Business Model Overview¶

Revenue Streams¶

Target Customer Segments¶

ABS Platform Ecosystem¶

Key Ecosystem Parties¶

Swap Station Networks¶

Battery Fleet Circulators¶

Riders (End Users)¶

Service Agents¶

Asset Owners¶

Platform Coordination Role¶

Current Service Plans¶

Unlimited Service Plan¶

Plan Features¶

Pricing Structure¶

Business Benefits¶

Service Enhancement: Energy Tracking¶

Value-Added Service¶

How It Works¶

Business Benefits¶

Service Template & Contract Management¶

Country-Specific Template Configuration¶

Template-Level Contract Control¶

Currency Inheritance Workflow¶

Single-Country Operations Model¶

Service Plan Change Policy¶

Asset Loss Settlement Handling¶

Workflow Enforcement¶

Customer Journey & Service Workflows¶

Complete Customer Journey Flow¶

Phase 1: Customer Signup & Initial Setup¶

Phase 2: Deposit & Service Activation¶

Phase 3: Active Service Usage¶

Phase 4: Payment Synchronization & Continuation¶

Phase 5: Service Termination & Final Settlement¶

Service Suspension & Recovery Management¶

Agent-Level Suspension Handling¶

Recovery Scenarios¶

Service Availability & Access Control¶

Real-Time Availability Checks¶

Service Termination Scenarios¶

Service Bundle Architecture¶

Service Independence & Flexibility¶

Bundle Integrity Principle¶

Bundle Pricing & Cost Structure¶

Asset Fleet Coordination¶

Multi-Fleet Bundle Support¶

Roaming & Network Interoperability¶

Asset Management Responsibilities¶

Asset Lifecycle Management¶

Ownership & Liability Structure¶

Service Terms & Contract Management¶

Financial Adjustments & Credits¶

Subscription Flexibility¶

Asset Technology Integration¶

Advanced Asset Management¶

Customer Data & Privacy Management¶

Data Ownership & Usage¶

Pricing & Commercial Strategy¶

Subscription Pricing Model¶

Revenue Optimization¶

System Architecture & Integration¶

FSM Design & Inter-FSM Interactions¶

Service Cycle FSM¶

Payment Integration Architecture¶

Service Agent Architecture¶

Enhanced Functional Architecture¶

Architecture Design Principles¶

Asset-Centric FSM Design¶

Design Principles¶

State Transition Rules¶

Architecture Benefits¶

Agent Responsibility Scope¶

Agent Configuration & State Management¶

Operational Exception Handling¶

Manual Process Priority¶

System Failure & Compensation¶

Service Level Features¶