Admin: Compliance Calendar Overview
Admin: compliance calendar overview
Requires: Completed compliance profile and initialized compliance year.
Compliance Hub (/admin/compliance)
The dashboard shows:
- Year selector — switch between active compliance years.
- Summary counts — upcoming, due, overdue, completed.
- Next critical date — pinned widget (mobile-friendly).
- Overdue banner — danger status with icon and text when tasks slip past due date.
Tap a year to open the year timeline (/admin/compliance/:yearId) — tasks grouped by month in Gantt-style list.
Task statuses
| Status | Meaning |
|---|---|
scheduled | Future due date |
due | Due date reached |
in_progress | Pack generated or work started |
overdue | Past due without submission (nightly cron) |
submitted | Filed with artifact or ack reference |
completed | Verified complete |
waived | Not applicable this year (reason required) |
not_applicable | Auto-waived (e.g. GST off) |
Task detail (/admin/compliance/tasks/:taskId)
Each task shows due date, owner, legal references ("Why this matters"), readiness score, generated artifacts, upload slots, and append-only history.
Primary action: Generate filing pack (when templates exist for the task).
Secondary actions: assign owner, upload external artifact, mark submitted, link meeting or election, waive with reason.
Alerts
Configured in compliance settings (/admin/compliance/settings):
- Before due: T-30, T-14, T-7, T-1 to task owner + Secretary + Treasurer.
- Due date morning: adds Chairman.
- Overdue: +1, +7, +14 days via email, SMS, push.
- Weekly digest: Monday 8am IST email + in-app for all admins.
- Readiness 100%: in-app notification to task owner.
Duplicate suppression: max one alert per task, type, and calendar day.
Dynamic due dates
Some tasks recalculate when events are recorded:
AUDITOR_APPOINTMENT_RETURN→ AGM actual date + 1 monthAUDIT_RECTIFICATION→ audit report received + 3 months
Changes log to compliance_task_history.
FAQ
Why is a task overdue if we are working on it? Overdue is computed from due date vs submission. Mark in_progress when pack generation starts; mark submitted when filed.
Can we override a due date? Admin manual override allowed ±30 days with mandatory reason — logged in audit trail.
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