01 / 09
FleetView 2.0

Weekly Sync #9

November 5, 2026

Date
Thursday, November 5, 2026
Presenter
Frank Jiang
Topics
US requests  ·  Release milestones  ·  Feature architecture

TODAY'S AGENDA

Six topics today

01
Three recent US requests — answered one by one
Ronnie's usage metrics, DT2's combined TPO account, Josh's operation logging.
02
Latest roadmap — Batch 2 and Batch 3 now run in parallel
Both batches sit on the same timeline now, and both launch on December 30.
03
Batch 2 progress — log management ships this week
Log management to UAT on 11/3 and to production on 11/5; functional permissions to UAT on 11/6. The permissions guide is out for trial, and we will demo the feature at the sync.
04
TPO device ownership management (ownership transfer, authorisation) — Shenzhen review done
Submitted to Lun to schedule the US review. This is the critical path for Batch 3.
05
Feature architecture & menu restructure — positioning, boundaries and menu set
Detailed design on the device management and overview modules runs over the next two weeks.
06
Opening Smart Diagnosis and One-Click Fix to all internal accounts
T1 included. Account scope, execution rights and frontline ramp-up to be settled.

PRODUCT ROADMAP  ·  LATEST (UPDATED 2026-10-29)

Four batches across Alpha / Beta / Launch

Target: wrap up before Chinese New Year 2027
Batch 1 · full rollout by end of December
Batch 1
Released
RELEASED
07.31
FULL ROLLOUT
End of Dec
Batch 2
Fix · Accounts · Logs
ALPHA
10.20
BETA
11.15
LAUNCH
12.30
Batch 3
Assistant · TPO
ALPHA
11.30
BETA
12.15
LAUNCH
12.30
Batch 4
UI/UX · Wall
ALPHA
01.15
BETA
TBD
TODAY
11.03
OCT
NOV
DEC
JAN
FEB
B2 / B3 in parallel
B3 Alpha (11.30) falls between B2's Beta and Launch. Same engineering team, and both launch on 12.30.
Internal UAT ≠ external milestone
UAT is our internal acceptance environment (B2: 11.10). Alpha / Beta / Launch is the external cadence. They are not the same date.
B4 Beta still open
Alpha is set for 01.15, but Beta and Launch are unscheduled, and there is still an unestimated gap before Chinese New Year.
Batch 3 · ChatBI In design. Use cases get aligned with the requester this week, detailed design follows | detailed design starts this week

US REQUESTS  ·  THE LAST THREE ASKS

The three US requests, answered

Raised in last week's sync and during design discussions. Each entry gives the conclusion, the owner and where it lands.

01
Usage metrics — measure how features are actually used Raised by Ronnie Owner: Jeans Huang
Smart Diagnosis already collects usage data: how many users are using it, and how users respond to the diagnosis results. That part can be shared directly.
Platform-wide instrumentation goes into the Batch 4 UI/UX revamp: page structures and interactions are being rebuilt there anyway, so instrumenting at that point gives complete, consistent coverage instead of bolt-on tracking on pages about to be replaced. The event design goes to your team for review before we build it.
ClickUp subtask #868mr803y →
Replied
02
Combined TPO account — a company that is both Financer and Installer signs in once Raised by DT2 Owner: Fan Gong
When one company holds both roles, it should not end up with two accounts and two sets of billing. The internal design review in Shenzhen is complete. Submitted to Lun to schedule the US review.
ClickUp #868kznp9w →
SZ review done
03
Operation logs — record every action anyone, including installers, takes on a device Raised by Josh Brooks Owner: Jeans Huang
A large share of field failures are misconfiguration by installers, not hardware faults. Troubleshooting needs to answer "who changed what, and when". Already within the log management scope, no extra scheduling needed. Log management goes to UAT on 11/3 and to production on 11/5.
ClickUp #868khgt1f (with UAT trial guide) →
Covered

BATCH 2  ·  DELIVERY PROGRESS (INTERNAL UAT 11-10)

Log management ships to production this week; functional permissions to UAT on 11/6

Log Management
Owner Jeans Huang · Includes the installer operation records Josh asked for
11.03 UAT → 11.05 Prod
Permissions 2.0 — Functional
Owner Jeans Huang · UAT on Nov 6
11.06 UAT
Permissions 2.0 — Data
Owner Jeans Huang · Shares the same account system as functional permissions
In test
Live on UAT Audit Log (account actions) · Cloud Log (field annotations) · Setting Record (change history) | Test account and screen-by-screen notes in ClickUp #868khgt1f ↗
Permissions guide Connect Portal Functional and Data Permissions Guide ↗ | Please go through it before the sync. We will demo it and take the feedback here ClickUp #868mrqn77

BATCH 3 CRITICAL PATH  ·  TPO DEVICE OWNERSHIP MANAGEMENT

TPO device ownership management (ownership transfer, authorisation)

Shenzhen review complete, now heading into the US review. Batch 3's biggest delivery risk: the design still needs to change and the US team still needs to agree.  |  Owner Fan Gong

✓
Shenzhen review
Complete
?
US team review
Submitted to Lun
3
Ships with Batch 3
Alpha 11.30
The core problems it solves
① Devices carry no "owner" field. The system cannot answer who is responsible
② Changing financiers, homeowner buyouts, company exits: all done device by device, by hand
③ One company ends up with two accounts and has to sign in twice
Risks over the next three weeks
The US review has no date yet, and its outcome may change the design
Detailed design has to land by 11.30 Alpha, competing with B2 close-out for the same people
The account system shares its foundation with Batch 2 permissions, so changes on either side affect the other
Tracking ClickUp #868kznp9w | Solution doc TPO Device Lifecycle Business Solution (Word) | Deck TPO Device Lifecycle Management (PPT) | Demo Ownership demo →

BATCH 4 PREP  ·  FEATURE ARCHITECTURE & MENU RESTRUCTURE

Feature architecture: detailed design starts

Owner Frank Jiang  ·  Three foundational documents delivered; the US front line has already given feedback on the personas and use cases.

Delivered · three documents
① Product positioning & functional boundaries
What FV2.0 does and does not do; six modules and visibility by role
② Core personas & use cases US feedback in
Who the core users are and in what scenarios; the US front line has commented
③ Menu structure + FV1.0 migration mapping
Top-level menu is finalised; sub-level menus shift slightly as detailed design proceeds. Shows where each legacy page lands and whether it is kept
Six modules
M1 Overview
First screen, role-based dashboards
M2 Sites & O&M
Sites, devices, monitoring, config
M3 Alarms
Alarm list and handling
M4 Firmware
Versions and upgrade management
M5 Logs
Operation logs and device logs
M6 Assets
The Financer workspace
Next 2 weeks · in parallel
Device management
Reuse existing FV1.0 pages first, then extend on top
Overview
Brand-new design; no FV1.0 pages to reuse
→
After that
Alarms & diagnostics
Fold the shipped Smart Diagnosis and One-Click Fix into the new architecture
Device management reuses FV1.0 pages and extends them; overview is built from scratch, so the two cannot share a schedule. Alarms & diagnostics re-homes the shipped Smart Diagnosis and One-Click Fix.
Online doc FV2.0 menu structure + FV1.0 page migration | Open the migration guide ↗

LAST MEETING  ·  FOLLOW-UPS FROM SYNC #8 (OCTOBER 22)

Three action items, closed one by one

Item Owner Status Notes
Create ORs to track alarm management and firmware upgrade Jeans Huang Created Both are out of project tracking, but still need an owner; ORs carry them
Alarm Management ↗  ·  Firmware Upgrade ↗
Phased product release plan (exit criteria) Frank / White Finalised Finalised this week; the milestones sit on the roadmap page
Josh to run the US service team trial of Smart Diagnosis and report back Josh Brooks Pending Agreed at the 10/22 sync: "within two weeks", i.e. ~11/5 (not a hard deadline); no feedback yet
Smart Diagnosis trial feedback is still outstanding; the gap is the trial.
Two are closed: both ORs created and the release plan finalised.

NEXT STEPS & ACTION ITEMS

The next two weeks

1
Log management to production 11/5 · functional permissions to UAT 11/6
Log management has been on UAT since 11/3 and goes to production on 11/5; functional permissions reach UAT on 11/6. Includes Josh's installer operation records. Owner Jeans Huang.
2
TPO device ownership management · US review pending
Submitted to Lun to schedule the review; detailed design has to land by 11.30 Alpha.
3
Feature architecture · M1 now, M2 next
M1 Overview detailed design starts this week, M2 Sites & O&M next week. Owner Frank Jiang.
4
Open Smart Diagnosis and One-Click Fix to all internal accounts
Account scope and execution rights to be settled at this week's sync. Diagnosis is live; One-Click Fix ships with Batch 2.
!
Two things we need from the US this week
① Smart Diagnosis trial feedback and blind-test cases: agreed two weeks out from 10/22, roughly 11/5. Feedback goes to ClickUp #868kd21wy;
② Go through the Connect Portal functional and data permissions guide, then tell us what reads differently from what you expect. We will demo the permissions feature at the sync. Feedback goes to ClickUp #868mrqn77.
FleetView 2.0

第九次周会

Weekly Sync  ·  2026 年 11 月 5 日

日期
2026年11月5日（周四）
主讲
Frank Jiang
议题
美方三项需求回应  ·  发布节点定稿  ·  功能架构进展

TODAY'S AGENDA  ·  今天议程

今天六个议题

01
美方近期提出的三项需求 — 逐条回应
Ronnie 的数据埋点、DT2 的综合 TPO 账号、Josh 的操作日志记录。
02
最新路线图 — B2/B3 并行推进
Batch 2 与 Batch 3 已在同一条时间线上并行，12 月 30 日两批同步 Launch。
03
Batch 2 交付进展 — 日志管理本周上生产
日志管理 11/3 上 UAT、11/5 上生产；功能权限 11/6 上 UAT。权限说明文档已发出，请先试用，会上做一次演示。
04
TPO设备权属管理功能（包含设备权属转让，授权等）— 深圳评审完成
已提交 Lun 安排美国团队评审，这是 Batch 3 的关键路径。
05
功能架构与菜单重构 — 定位、边界、菜单结构已定
接下来两周并行推进设备管理与总览模块的详细设计。
06
智能诊断与一键修复开放给全部内部账号
T1 也包含在内。要定账号范围、执行权限和一线怎么用。

PRODUCT ROADMAP  ·  最新路线图（2026-10-29 更新）

产品路线图 — 四批次与 Alpha / Beta / Launch 节点

目标：2027 年春节前收官
Batch 1 · 全量铺开至 12 月底
Batch 1
已发布
RELEASED
07.31
全量铺开
12 月底
Batch 2
一键修复 · 账号 · 日志
ALPHA
10.20
BETA
11.15
LAUNCH
12.30
Batch 3
智能助手 · TPO
ALPHA
11.30
BETA
12.15
LAUNCH
12.30
Batch 4
UI/UX · 巡检 · 大屏
ALPHA
01.15
BETA
待定
TODAY
11.03
10 月
11 月
12 月
1 月
2 月
B2 / B3 并行
B3 的 Alpha 11.30 落在 B2 的 Beta 与 Launch 之间，两批共用同一批研发，12.30 同日 Launch。
内部 UAT 与对外节点分开
UAT 是内部验收环境（B2 为 11.10），Alpha / Beta / Launch 是对外节奏，两者不是同一个日期。
B4 的 Beta 仍未定
Alpha 定在 01.15，但 Beta 与 Launch 未排，与"春节前收官"之间还有估算缺口。
Batch 3 · ChatBI 目前在设计中，本周与需求方对齐使用场景，之后出详细设计 | 详细设计本周启动

US REQUESTS  ·  美方近期提出的三项需求

美方三条需求的答复

来自上周例会与设计沟通，逐条给出结论、责任人与落地位置。

01
数据埋点 — 用埋点数据评价功能实际使用情况 Ronnie 提出 负责人 Jeans Huang
智能诊断已经在统计使用数据，包括用户量和对诊断结果的反馈，这部分可以直接给美方看。
全平台埋点纳入 Batch 4 的 UI/UX 改版。那一批本来就要重做页面结构和交互，埋点可以一次做完整，不用先在将要重做的页面上打补丁。方案定稿前拉美方一起评审。
ClickUp 子任务 #868mr803y →
已回复
02
综合 TPO 用户 — 既做 Financer 又做 Installer，要一个账号登录 DT2 提出 负责人 Fan Gong
一家公司同时具备出资方与安装商身份时，不应产生两套账号与两份账单。深圳内部设计评审已完成，已提交 Lun 安排美国团队评审。
ClickUp #868kznp9w →
深圳评审完成
03
操作日志 — 记录所有人（含安装商）对设备做过的操作 Josh Brooks 提出 负责人 Jeans Huang
大量故障根因是安装商误配置，不是设备故障。排查时要能查到谁在什么时候改了什么。已在日志管理范围内，不需要额外排期。日志管理 11/3 上 UAT、11/5 上生产。
ClickUp #868khgt1f（含 UAT 试用说明）→
已包含

BATCH 2  ·  交付进展（内部 UAT 11-10）

日志管理本周上生产，功能权限 11/6 上 UAT

日志管理
负责人 Jeans Huang · 含 Josh 要求的安装商操作记录
11.03 UAT → 11.05 生产
权限 2.0 — 功能权限
负责人 Jeans Huang · 周五 11/6 上 UAT
11.06 UAT
权限 2.0 — 数据权限
负责人 Jeans Huang · 与功能权限共用同一套账号体系
测试中
UAT 可试用 审计日志（账号操作） · 云通讯日志（协议字段注解） · 设置记录（设备变更历史） | 测试账号与逐屏说明见 ClickUp #868khgt1f ↗
权限指南 Connect Portal 功能权限与数据权限说明文档 ↗ | 请美方先过一遍，会上会做一次演示，反馈写在这里 ClickUp #868mrqn77

BATCH 3 关键路径  ·  TPO设备权属管理功能（包含设备权属转让，授权等）

TPO设备权属管理功能（包含设备权属转让，授权等）

深圳评审已完成，正在走美国评审。Batch 3 里这块风险最高：设计还要改，美方还要认。  ｜  负责人 Fan Gong

✓
深圳内部评审
已完成
?
美国团队评审
已提交 Lun 安排
3
随 Batch 3 交付
Alpha 11.30
解决的核心问题
① 设备上没有"产权方"字段，谁是最终负责人，系统答不出来
② 换出资方 / 房主买断 / 公司退出，全靠人工逐台拆
③ 一家公司在系统里是两套账号，用户要登两次
接下来 3 周的风险点
美国评审会还没排期，评审意见可能改动设计
详细设计要赶 11.30 Alpha，与 B2 收口撞在同一批人
账号体系与 Batch 2 的权限 2.0 共用底座，两边改动会互相影响
需求跟踪 ClickUp #868kznp9w | 详细方案 TPO Device Lifecycle Business Solution（Word） | 汇报材料 TPO Device Lifecycle Management（PPT） | Demo 设备权属演示 →

BATCH 4 前置工作  ·  功能架构与菜单重构

功能架构：进入模块详细设计

负责人 Frank Jiang  ·  三份基础文档已交付，美国一线已对用户与用例文档给出反馈意见。

已完成 · 三份文档
① 产品定位与功能边界
FV2.0 做什么、不做什么，六模块划分与角色可见性
② 典型用户与 Use Case 美方已反馈
核心用户是谁、在什么场景下用；美国一线已提出反馈意见
③ 功能菜单结构 + FV1.0 迁移映射
顶层菜单已基本定稿，子级菜单随详细设计微调。FV1.0 各页面落到哪个模块、是否保留，附 demo 演示说明
六模块划分
M1 总览
登录后第一屏，分角色看板
M2 设备与运维
站点/设备、监控、配置下发
M3 告警
告警列表与处置
M4 固件
版本与升级管理
M5 日志
操作日志与设备日志
M6 资产
Financer 的资产工作台
接下来 2 周 · 并行
设备管理模块
优先复用 FV1.0 现有页面，在复用基础上增补
总览模块
全新设计，FV1.0 没有可复用的页面
→
完成之后
告警与诊断模块
把已上线的智能诊断与一键修复纳入新架构
设备管理复用 FV1.0 页面再增补，总览全新设计，两边排期不能按同一个节奏。告警与诊断要把已上线的智能诊断、一键修复重新收进新架构。
在线文档 FV2.0 菜单结构 + FV1.0 页面迁移去向 | 打开迁移说明 ↗

上次会议  ·  第八次周会（10月22日）遗留事项

三项 action items 逐条过一遍

事项 负责人 状态 说明
建 OR 跟踪告警管理与固件升级 Jeans Huang 已创建 两块已移出项目跟踪，但不等于不做，靠 OR 承接
Alarm Management ↗  ·  Firmware Upgrade ↗
出分批次产品发布计划（含 exit criteria） Frank / White 本次定稿 发布计划已定稿，节点见路线图页
Josh 组织美国服务团队试用 Smart Diagnosis 并反馈 Josh Brooks 待反馈 10/22 会上约定「两周内」，折算约 11/5（非硬截止），目前未收到反馈
Smart Diagnosis 试用反馈还没到，卡点在试用。
两条已收口：两个 OR 已建、发布计划本次定稿。

NEXT STEPS & ACTION ITEMS  ·  下一步计划

接下来两周要做的事

1
日志管理 11/5 上生产 · 功能权限 11/6 上 UAT
日志管理 11/3 已上 UAT，11/5 上生产；功能权限 11/6 上 UAT。含 Josh 要求的安装商操作记录。负责人 Jeans Huang。
2
TPO设备权属管理功能（包含设备权属转让，授权等）· 美国评审待排期
已提交 Lun 安排评审会；详细设计要赶 11.30 Alpha。
3
功能架构 · M1 本周 / M2 下周
M1 总览详细设计本周启动，M2 设备与运维下周启动。负责人 Frank Jiang。
4
智能诊断与一键修复开放给全部内部账号
本周会上定账号范围和执行权限。诊断已经上线，一键修复随 Batch 2 交付。
!
需要美方这周给的两样东西
① Smart Diagnosis 试用反馈与盲测案例：10/22 约定两周内，约 11/5 到期，反馈提到 ClickUp #868kd21wy；
② 过一遍 Connect Portal 功能权限与数据权限说明文档，把和预期不一致的地方告诉我们。会上会做一次权限功能演示，反馈写到 ClickUp #868mrqn77。