FEATURE SPEC

Questions or comments?

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Filing Catalog & Detail Sheet

Parent Feature Set: ../concept.md.

Note

Following information is reverse engineered for [AI-DLC]. Review and remove this note before proceeding.

Important

To follow the AI-DLC process, fill this spec with PM assistance first.

GitHub Issue Description (verbatim)

Issue #456, titled "[Compliance& Filling] Filing Catalog & Detail Sheet":

Summary

Feature no story

Acceptance Criteria

None here

Expected Business Value

Regional filings: USA: California, Texas, New york, Canada, India

Additional Context

No response

Matching PRD Content

Reproduced verbatim from ../reference/Novaworks_PRD_Compliance_Filings_v2.docx, §4 (Feature Specifications) and §5 (Report Catalog).

Detail sheet (flyout) — Opens on row or chip click. Displays: filing name, agency, applicability, frequency, key deadlines, required form fields with data gathered from platform records, data source and as-of date for each field, Manual entry required indicator for fields not yet available from platform, official source URL. Write actions: Mark as Filed, Mark as In Progress. Actions disabled in Executive mode. Platform boundary note displayed persistently. Acceptance criteria: All metadata fields populated for every filing in catalog; data source reference shown for platform-gathered fields; Manual entry required shown for fields needing external input; Mark as Filed updates KPI tile counts; platform boundary note visible at all times.

Report Catalog: US, Canada, and India — The platform maintains a comprehensive catalog of statutory compliance obligations across three countries. Each entry in the catalog represents a filing obligation — its required data fields, the agency it is submitted to, its frequency, and its deadline logic. The catalog is Novaworks-managed; customers cannot add custom filings in v1.

United States (State — v1 scope: California, Texas, New York): EDD DE 9/DE 9C, SB 1162 pay data reporting, Cal/OSHA, SDI/PFL, CA WARN Act, CFRA (CA); TWC Form C-3, DWC Form-001, TX Payday Law, TX new hire registry (TX); NYS-45, NY PFL, NY Workers' Comp C-2F, NY WARN Act, Wage Theft Prevention Act, NYC Paid Safe & Sick Leave (NY). Additional states will be added in subsequent quarterly releases; all 50 states are on the Novaworks roadmap.

Canada (Federal + Provincial + Territorial): T4/T4A slips, ROE, PD7A remittances, T2200, Employment Equity Annual Report, CPP/EI tracking. Provincial coverage across all 10 provinces...

India (Central + State): EPF/ECR, ESIC, TDS (Form 16), Professional Tax, Labour Welfare Fund, Gratuity, Minimum Wages, Payment of Bonus, Maternity Benefit, POSH, Factories Act, and 4 Labour Codes tracker items. State-level coverage for Maharashtra, Karnataka, Delhi, Tamil Nadu, Telangana, Gujarat, and West Bengal.

No Acceptance Criteria were provided on the GitHub issue itself — stating that fact rather than inventing criteria.

Sources

• GitHub issue #456
• ../reference/Novaworks_PRD_Compliance_Filings_v2.docx, §4 and §5