Update - Completed Bucket + Backlog

[urbantech]

Completed Backlog

User Management

1. Add a New Stakeholder

   • Story: As a user, I want to add a new stakeholder in a standardized format so that I can keep the cap table consistent with OCTA standards.
   • Acceptance Criteria: User can input stakeholder details following the OCTA data schema. The new stakeholder appears in the stakeholders' list with standardized attributes.

2. Edit Stakeholder Information

   • Story: As a user, I want to edit stakeholder information using OCTA-compliant fields so that I can correct or update their details accurately.
   • Acceptance Criteria: User can edit existing stakeholder details using standardized fields and save changes. The updated information is reflected in the stakeholders' list.

3. Remove a Stakeholder

   • Story: As a user, I want to remove a stakeholder and ensure the cap table reflects this change according to OCTA guidelines.
   • Acceptance Criteria: User can delete a stakeholder. The stakeholder is removed from the list, and ownership percentages are recalculated to maintain data integrity per OCTA standards.

Cap Table Management

4. Add New Share Class

   • Story: As a user, I want to add a new share class using OCTA-defined attributes so that I can account for different types of shares in the cap table.
   • Acceptance Criteria: User can input details for a new share class using OCTA-compliant fields, which is then displayed in the cap table summary.

5. Edit Share Class Details

   • Story: As a user, I want to edit share class details using OCTA-compliant fields so that I can update information about the shares.
   • Acceptance Criteria: User can modify existing share class details using standardized fields and save changes, which are reflected in the cap table summary.

6. Remove Share Class

   • Story: As a user, I want to remove a share class and ensure the cap table updates according to OCTA guidelines.
   • Acceptance Criteria: User can delete a share class, and the cap table summary updates accordingly, maintaining compliance with OCTA standards.

Document Management

7. Upload Documents with Metadata

   • Story: As a user, I want to upload documents with metadata compliant with OCTA standards so that I can keep all related files in one place and ensure interoperability.
   • Acceptance Criteria: User can upload documents with OCTA-compliant metadata, which are listed in the recent activities feed.

8. View Uploaded Documents

   • Story: As a user, I want to view uploaded documents in a secure and OCTA-compliant manner so that I can access important files easily.
   • Acceptance Criteria: User can click on a document from the list and view its contents in an OCTA-compliant format.

9. Delete Documents

   • Story: As a user, I want to delete documents and ensure that document management complies with OCTA standards.
   • Acceptance Criteria: User can delete a document, and it is removed from the list in a manner that maintains compliance with OCTA standards.

Pending Backlog

Cap Table Management

1. View Cap Table Summary
   • Story: As a user, I want to view a summary of the company's cap table in an OCTA-compliant format so that I can see an overview of ownership and share distribution.
   • Acceptance Criteria: User can see a summary including total shares, diluted shares, and amount raised, along with a visual representation of ownership distribution, all formatted according to OCTA standards.

Activity Feed

2. View Recent Activities
   • Story: As a user, I want to see recent activities in an OCTA-compliant format so that I can stay informed about the latest changes and updates.
   • Acceptance Criteria: Recent activities such as document uploads are listed with timestamps and follow OCTA standards for activity tracking.

Equity Plans

3. Manage Equity Plans
   • Story: As a user, I want to manage equity plans using OCTA-compliant fields so that I can keep track of various equity distributions accurately.
   • Acceptance Criteria: User can create, edit, and delete equity plans using standardized fields. Equity plans are integrated into the cap table summary in compliance with OCTA standards.

Fundraising

4. Track Fundraising Rounds
   • Story: As a user, I want to track fundraising rounds using OCTA-defined attributes so that I can monitor the financial health and growth of the company.
   • Acceptance Criteria: User can input details of fundraising rounds using OCTA-compliant fields, which are reflected in the amount raised and cap table summary.

Security and Compliance

5. Ensure Data Security
   • Story: As a user, I want my data to be secure and compliant with OCTA standards so that I can ensure confidentiality and integrity of company information.
   • Acceptance Criteria: The system uses data encryption, secure access controls, and follows OCTA guidelines for data security and compliance.

Usability and Performance

6. User-Friendly Interface

   • Story: As a user, I want the interface to be user-friendly and compliant with OCTA standards so that I can navigate and use the system efficiently.
   • Acceptance Criteria: The UI is intuitive with consistent design patterns and responsive performance, adhering to OCTA usability guidelines.

7. Efficient System Performance

   • Story: As a user, I want the system to load quickly and handle data efficiently in a manner compliant with OCTA standards so that I can access information without delays.
   • Acceptance Criteria: The system should have fast load times and handle large datasets efficiently, following OCTA performance standards.

Documentation

8. Complete API Documentation

   • Story: As a developer, I want comprehensive API documentation using Swagger so that I can easily understand and integrate with the API.
   • Acceptance Criteria: API endpoints are fully documented with descriptions, request/response examples, and authentication details.

9. Finalize User and Developer Guides

   • Story: As a user, I want detailed user and developer guides so that I can effectively use and contribute to the system.
   • Acceptance Criteria: Guides cover all functionalities, setup, and troubleshooting steps.

10. Ensure Setup and Deployment Documentation

    • Story: As a developer, I want complete setup and deployment documentation so that I can efficiently deploy the application.
    • Acceptance Criteria: Documentation includes setup instructions, environment configuration, and deployment steps.

Current Priorities:

1. View Cap Table Summary
2. View Recent Activities
3. Manage Equity Plans
4. Track Fundraising Rounds
5. Ensure Data Security
6. User-Friendly Interface
7. Efficient System Performance
8. Complete API Documentation
9. Finalize User and Developer Guides
10. Ensure Setup and Deployment Documentation