Calendar

Feature Description

• Develop a calendar function to log mobility data for a client throughout the Tax Year.
• Connected contacts should be able to log into the Portal and submit data on behalf of the contact.
• To be incorporated along side the Practice Gateway modules for Personal Tax & US Tax
• All US Tax Contacts will have access to the Calendar by default.
• UK Personal Tax contacts, will need to be granted access to the Calendar on a contact by contact basis
• Prevent contacts from being able to create multiple types of non-working days.
• Allow Users to bulk delete sections of data which have not been submitted.
• Prevent contacts from being able to create duplicate data in the portal.
• Ensure that the Calendar is visible to all clients with the following criteria.
  • Any US Tax Contact.
  • And UK Tax Contact where residency questions are enabled.
• Automatically set the country, field on new record forms to the country that the Contact is currently in.

Functional Requirements

A list and description of the functional requirements

• Interactive Calendar display where clients can select one or multiple days to enter data
  • Whether the client was in the UK for part of the day
    • The Calendar in Practice gateway will show all countries that the client has been in for part of the day as individual records.
  • The country the Client was in at midnight on the selected date
    • Which State the client was in (Only for USA)
• The Possibility to add states for other countries.
  • Where in the country the client stayed overnight
  • Whether the client was traveling between countries, including flight numbers
  • Hours Worked for the day inside/outside of the UK
    • The client will be able to add multiple records for a single day. So if they worked both inside the UK and for example, France. They will have 2 records showing the number of hours worked in the UK and the number of hours worked in France.
  • Whether leave from work was taken
    • Contractual Leave (Weekend, Parenting Leave, Annual Leave)
    • Sick Leave
    • Other
      • Additional Box to enter other information
• Calendar should be interchangeable for UK & US Tax Year Periods.
  • Users will be able to enter a Start date and End Date for the calendar.
  • This will make it so that clients are only able to enter data within that period.
• Client should be able to select multiple dates and enter data for all of them.
• Client should be able to enter a work pattern (e.g. weekends can be pre-defined)
• Client should be able to edit a single day, even when entered in a group selection.
• Report that can be shown to the client & Users detailing a breakdown of the data.
• An update will need to be added to the Personal Tax TR and US Tax TIR to inform the client that they either need to enter mobility data into either the residency questions, or to the global mobility calendar. No need for the data to be entered in both.
• Data Validation on the following forms to prevent multiple non-working days being created.
  • Add New
  • Add Working Period
• Prevent the Client from creating records on days which have already been submitted.

Non-functional requirements

A list and description of the non-functional requirements

• Accessible to Users and Clients
• Securely Stored
• Restricted to Individuals with the proper authorisation
• Designed to fit in with the existing portal functionality
• Designed to follow the established Practice Gateway user experience
• Readable and navigable to Users and Clients
• Auditable
• Readable and navigable on both web browsers & mobile

Client Requirements

A list and description of the client requirements

• Calendar data can be entered on behalf of a connected Individual.
• Modify entered data that has not yet been finalised and processed.
• Review past data that has already been finalised and processed.
• Receive a notification once the Calendar has been created for the Tax Year.
• Receive a notification once the Tax Years calendar has been completed and submitted.

User Requirements

A list and description of the user requirements

• View Calendar records
• Access a report that contains a breakdown of
  • Working Days in each Country
  • Annual Leave Days
  • Sick Days
• Easily change the status of multiple Calendars that are ready for data entry by clients.

Scope of work

Jira's associated with this feature:

Jira	Name
PGF-1254	Calendar Function
PFG-1412	Update Calendar Visibility
PGF-1482	Calendar Power BI
PGF-1690	Calendar Updates
PGF-2552	Calendar Updates

Internal Testing

Internal Tests completed

Testing Advisory

Portal

• Creation of Working Periods on the Calendar
• Creation of events on the Calendar
• Modification of existing events on the Calendar
• Submission of Data from the Calendar
  • Ensuring that duplicate records are not able to be created.
  • Ensuring that multiple ‘Non-Working’ records cannot be added to a single day
    • Non-Working, Annual Leave, Absence (Sickness)
  • Ensure that records cannot be created on dates with submitted data.
  • Ensure that the contact can delete sections of data.
  • Ensure that records that have been submitted cannot be deleted.

App

• Viewing the submitted records in the Calendar tab on the Contact record