Parallax Release 2 - Scope & Schedule¶

Client copy. Prepared for stakeholder review.

Executive summary¶

Release 2 is delivered in four sprints (2A-2D). Each sprint focuses on a core capability. Sprint durations range from about 2 to 5.5 weeks. The programme runs from 08 June 2026, with each sprint followed by a client testing (UAT) window and a scheduled release; the final release is 23 September 2026.

Sprints¶

Sprint	Core capability	Description
2A	Import / Export Strategies	Capability to export, amend offline and re-import pricing strategies, including validation and success/exception reporting.
2B	Templates by Source	Organise templates by data source and reuse a single master template across hotels, with hands-off bulk file pickup from each hotel's shared drive.
2C	Interactive Strategy Report (ISR)	A live calendar-and-grid report to adjust seasons, events, price overrides and the rate-to-publish strategy per day, with Excel round-trip editing and a full audit trail.
2D	Summary Report Redesign	A redesigned Summary report, presented automatically as the home page after login.

Delivery plan (plan on a page)¶

gantt
    title Parallax Release 2 - Delivery Plan (development, client UAT, release)
    dateFormat  YYYY-MM-DD
    axisFormat  %b %d
    excludes    weekends
    section 2A Import/Export Strategies
    Development 2A    :a1, 2026-06-08, 10d
    Client UAT 2A     :active, a2, 2026-06-22, 2d
    Release 2A        :crit, milestone, 2026-06-24, 0d
    section 2B Templates by Source
    Development 2B    :b1, 2026-06-22, 24d
    Client UAT 2B     :active, b2, 2026-07-24, 5d
    Release 2B        :crit, milestone, 2026-08-05, 0d
    section 2C Interactive Strategy Report
    Development 2C    :c1, 2026-07-24, 28d
    Client UAT 2C     :active, c2, 2026-09-02, 6d
    Release 2C        :crit, milestone, 2026-09-16, 0d
    section 2D Summary Report
    Development 2D    :d1, 2026-09-02, 12d
    Client UAT 2D     :active, d2, 2026-09-18, 2d
    Release 2D        :crit, milestone, 2026-09-23, 0d

Development runs back to back from 08 June 2026 (weekends excluded). Client UAT windows (shown in a separate colour) run in parallel with the next sprint's build. Releases (go-live) are the red diamonds, each on the Wednesday after its UAT window.

Delivery schedule¶

Sprint	Capability	Development	Client test (UAT)	Release
2A	Import / Export Strategies	08 - 19 Jun 2026	22 - 23 Jun 2026	24 Jun 2026
2B	Templates by Source	22 Jun - 23 Jul 2026	24 - 30 Jul 2026	05 Aug 2026
2C	Interactive Strategy Report	24 Jul - 01 Sep 2026	02 - 09 Sep 2026	16 Sep 2026
2D	Summary Report Redesign	02 - 17 Sep 2026	18 - 21 Sep 2026	23 Sep 2026

Please reserve roughly 20% of each sprint's duration for client UAT (2A ~2 days, 2B ~5 days, 2C ~6 days, 2D ~2 days). UAT is client-side and is not part of the development effort.

Sprint detail¶

Sprint 2A - Import / Export Strategies¶

Business problem. Moving pricing strategies between hotels or environments is manual and error-prone; copying a strategy can crash when a duplicate name is used; and long attribute names are awkward to work with day to day.

User story / requirement.

As a strategy manager, I want to import and export strategies in bulk with a validation report, so that I can move them safely and see problems up front.
As a user, I want to copy a complete strategy in one click.
As a strategy author, I want duplicate names (a copied strategy or a condition) handled gracefully and my edits to appear immediately.
As a strategy author, I want shorter attribute names (full name on hover) and a template-based import/export of attributes.

Solution approach. A single, reusable import/export pipeline that reuses the existing, production-proven strategy-copy logic and formula validation. Export produces a portable file; import validates each strategy (duplicate detection, error reporting) before saving and returns a clear pass/fail report. The copy and duplicate-name handling are hardened first so they are solid foundations for bulk operations.

Unit tests to be covered.

An import with deliberate errors produces a clear validation report
A valid batch imports correctly
Export then re-import round-trips
A copied strategy matches the original
A duplicate strategy name on copy is handled gracefully (no crash)
A duplicate condition name is caught; an edit shows immediately without a refresh
Hovering an attribute reveals its full name; an attribute export/import is lossless

Acceptance criteria.

A batch of strategies imports correctly, with duplicates and errors listed in a report
Strategy export then re-import round-trips
A strategy can be fully copied in one click
Duplicate strategy or condition names never crash and always explain the problem
Edits to a strategy show without a manual refresh
Shortened attribute names display (full name on hover); attribute import/export is lossless

Sprint 2B - Templates by Source¶

Business problem. Templates are managed per hotel, so similar ones pile up and there is no way to see all templates for a given source; one change must be repeated across many near-identical hotel templates; and files have to be uploaded manually for each hotel.

User story / requirement.

As an admin, I want templates labelled by data source (Lighthouse/Duetto/PMS/Other), so that I can filter and manage them by source.
As a hotel operations user, I want one master template that each hotel tweaks only where it differs, so that I maintain one master, not dozens of copies.
As an admin, I want to delete, duplicate and flag common templates without back-office help.
As an operations user, I want files placed on a hotel's shared drive to load automatically, with an email on success or failure.

Solution approach. Templates gain a source label and can be filtered by it. On top of that, inheritance changes let a template be based on a master: values resolve down the chain (master first, then the hotel's override) with safeguards against circular references, and screens clearly mark inherited versus overridden values. For bulk loading, files dropped on a hotel's shared drive are picked up automatically and routed to the right template, with success/failure alerts.

Unit tests to be covered.

Filtering by each source shows only matching templates; a new template requires a source
A hotel shows master values until overridden; an override wins
The system prevents a template from referencing itself in a loop
Deleting shows dependents then removes on confirm; duplicating produces an identical copy
A valid file loads automatically and alerts; a failed load triggers a failure alert; a wrong-hotel file is flagged

Acceptance criteria.

Every template has a source and the list can be filtered by source
Changing a master template updates hotels that haven't overridden it; overrides are respected and clearly marked; reports are no slower
Templates can be deleted (with an impact preview), duplicated, and flagged as common
A file dropped on a hotel's shared drive loads on the next check; success and failure both alert; misrouted files are flagged

Sprint 2C - Interactive Strategy Report (ISR)¶

Business problem. There is no single interactive place to review and adjust pricing per day; seasons, events, price overrides and rate-to-publish decisions are handled separately and don't update live; calculations can be slow; and report figures lack consistent formatting.

User story / requirement.

As a revenue manager, I want a live calendar-and-grid report where I adjust season/event/override settings and choose the rate-to-publish strategy per day, and see results immediately.
As a revenue manager, I want to export the report to Excel, edit the permitted columns offline, and import it back with a preview and audit.
As a revenue manager, I want to create price overrides directly in the report and use the old page only for history.
As a report user, I want each column formatted as currency, percentage or number with chosen decimals.
As a user, I want strategy calculations to be fast enough for live, per-day recalculation.

Solution approach. The ISR presents a calendar and grid that stay in sync; each day exposes season/event/override dropdowns and a per-day rate-to-publish choice (with bulk save and audit). Changing a day triggers a fast per-day recalculation so results appear within about a second. The report exports to Excel and re-imports with only the permitted columns writable, every change preview-checked and audited; price overrides are created directly from the report. Column formatting, dynamic date filters and lazy tab calculation are delivered as part of the report.

Unit tests to be covered.

Each column format (currency/%/number) and decimal setting displays correctly, including zero/empty values
Changing a per-day dropdown updates the grid promptly; the calendar and table stay in sync
A timed recalculation meets the target
Per-day rate-to-publish bulk save commits valid days, flags conflicts and writes audit rows
Dynamic date tokens resolve correctly; only the active tab calculates on load
On Excel import, editing a protected column has no effect; the preview lists intended changes
An override set in the report appears in history; the old page is read-only
A benchmark calculation is timed and the output compared before/after (no change)

Acceptance criteria.

In the ISR, per-day dropdowns drive a live recalculation (~1 second) and the calendar and grid never desync
Mandatory columns can't be removed; advanced and dynamic date filters work; only the active tab auto-calculates
Rate-to-publish can be chosen per day, saved in bulk, and is audited
Report columns show currency / % / number formatting with the chosen decimals
Excel round-trip imports only the two allowed columns, with a change preview and audit
Price overrides are created in the ISR and the old page shows history only
Strategy calculations meet the speed target with no change in output

Sprint 2D - Summary Report Redesign¶

Business problem. The Summary report needs a refresh, and after login users don't land on a useful overview - they have to navigate to find one.

User story / requirement.

As a user, I want a redesigned Summary report shown automatically as my home page after login.

Solution approach. After login, users are taken to the redesigned Summary report, which is rebuilt with a new layout and presentation and handles the empty/no-data case gracefully.

Unit tests to be covered.

Logging in lands the user on the redesigned Summary report
The report renders correctly with real data and with no data
Other screens are unaffected

Acceptance criteria.

The Summary report is redesigned and, after login, users land on it by default
It renders correctly with real data and handles the empty / no-data case