User Stories for Open Cap Stack (Aligned with OCTA Standards)

[urbantech]

User Management

1. 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. 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. 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. 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.

5. 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.

6. 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.

7. 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

8. 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.

9. 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.

10. 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.

Activity Feed

11. 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

12. 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

13. 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

14. 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

15. 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.

16. 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.