User guide

The dashboard has one tab per job. Counts on each tab show how many items need attention.

📅 Compliance Calendar

The main screen. For the selected company it lists every applicable recurring compliance.

• Summary cards: Total Compliances, Pending Filings, Due Today, Overdue, Upcoming Deadlines.
• Filters: frequency (Monthly / Quarterly / Annual / All), category (SEBI LODR, SEBI PIT, SEBI ICDR, Companies Act …) and period.
• Columns: Sr, Compliance & regulation, Timeline, Due Date, Status, Submission Date (from BSE, with a View filing link), Source.
• Board Meeting Date / Earnings Call Date / AGM date: enter once per period; linked items recalculate and the edited row flashes so you can find it after re-sorting.
• Statutory latest: shown when no event date is entered yet, so you always see the legal outer limit.
• ⚠ verify timeline: the regulation was recently amended — confirm against the latest circular.
• Submission date: filled automatically when BSE shows the filing; for items with no BSE footprint (MCA forms, fees, DPT-3 …) type the date you filed — the item is then complete and drops out of reminders.
• 🕑 Snooze an item for 1, 3 or more days to pause its reminders.
• ⤓ Export CSV and 🖨 Print the calendar for board packs or audit files.
• ✔ Mark past items done… bulk-closes historical items when onboarding.
• ↻ Fetch latest forces an immediate BSE check instead of waiting for the 2-hourly cycle.

⚡ Event Based

Compliances triggered by an event rather than a calendar — e.g. Reg 30 material event, PIT Reg 7(2)(b) insider-trade disclosure, Reg 39(3) duplicate certificates, Reg 42 record date, Reg 31A promoter re-classification, Reg 57(1) NCD interest payment. Log the event date (with an optional note) and the app derives the due date (working-day rules included) and adds it to reminders until it is filed.

📢 Company Announcements

Everything the company has filed on BSE in the last 12 months, with category, sub-category, submission time and a link to the PDF. Useful to answer “did we file X, and when exactly?”

⊕ Manual Entry

Add a compliance that isn’t in the master list — Monthly, Quarterly, Half-Yearly, Annual, Event Base or One-time. Manual items get reminders exactly like built-in ones.

✉ Email Updates

• Sender account — the mailbox that sends reminders for this workspace (Gmail, Outlook, Zoho, SMTP with app password).
• Recipients — To / CC per company.
• Send time (IST) and days before due to start reminding.
• WhatsApp — free one-tap forwarding (default) or automatic sending via Twilio (see references/operations.md §3).

The daily e-mail lists, per company, items within the reminder window and all overdue items, plus new circulars.

🏛 BSE Circulars · 📈 NSE Circulars · ⚖ SEBI Updates

Regulatory feeds refreshed every 2 hours:

• BSE — circulars to listed companies (Equity / Debt filter).
• NSE — circulars issued to listed companies, equity and debt.
• SEBI — circulars, master circulars, regulations, press releases.

Each user has their own read / unread state; the NEW badge clears when you open an item. Use ✓ Mark all as read after reviewing.

⚙ Companies & Settings

• Add / edit / remove companies and their profile flags.
• Enable or disable individual compliance templates for a company.
• Holidays — trading / bank holidays (YYYY-MM-DD, one per line) used in working-day calculations. Weekends are excluded automatically.

👥 Team & Clients

• Team: invite colleagues as Admin (manage companies, recipients, settings, mailbox) or Member (update filings).
• Client workspaces (owner only): create a workspace per client firm with plan, company limit and valid-until date; send an invite link to the client admin. Each client sees only its own companies and uses its own sender mailbox.
• Join link and optional public trial sign-up.
• Use the workspace switcher (top right) to move between clients.

🧾 Activity

Audit trail of every change — who entered or removed which date, who marked what done, BSE matches, e-mails sent. Useful for internal audit and for answering “who changed this?”.

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