Entity Compliance Tracker

Centralized registry for corporate entities and subsidiaries with compliance calendar, interactive org chart, and automated deadline reminders.

Built for in-house legal teams, legal ops, and paralegals who manage corporate entity portfolios.

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Getting Started

Option 1: Hosted Version

Coming soon — a hosted instance will be available at a public URL.

Option 2: Run Locally (One Command)

macOS / Linux:

git clone https://github.com/lquantprojects/entity-compliance-tracker.git
cd entity-compliance-tracker
./start.sh

Windows:

git clone https://github.com/lquantprojects/entity-compliance-tracker.git
cd entity-compliance-tracker
start.bat

This will:

• Create a virtual environment and install dependencies (first run only)
• Start the API and frontend
• Open the app in your browser at http://localhost:8501
• Load sample data automatically on first run

Option 3: Docker

docker compose up

• Frontend: http://localhost:8501
• API: http://localhost:8000
• API Docs: http://localhost:8000/docs

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Deploy Your Own

Railway (One-Click Cloud Deploy)

1. Fork this repo
2. Connect your GitHub to Railway
3. Create a new project from your fork
4. Railway will auto-detect the railway.json config and deploy

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Features

Entity Registry

• Centralized records for all corporate entities: name, jurisdiction, type, formation date, registered agent, officers/directors, filings, governance documents
• Full CRUD with search and filters
• Good-standing status tracking

Compliance Calendar

• Calendar and list views of all filing deadlines across entities
• Color-coded urgency: overdue (red), due soon (orange/yellow), on track (green)
• Filter by entity, jurisdiction, filing type, date range

Dashboard

• Portfolio-wide compliance overview
• Key metrics: total entities, upcoming deadlines, overdue items, good standing percentage
• Charts by jurisdiction and entity type

Interactive Org Chart

• D3.js-powered visual corporate structure
• Collapsible tree with zoom and pan
• Color-coded by entity type
• Ownership percentages on links

Automated Reminders

• Email (SMTP) and Slack (webhook) notifications
• Configurable reminder intervals (default: 30, 14, 7 days before deadline)
• Global defaults with per-entity overrides
• Deduplication to prevent repeat notifications

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For Developers

Project Structure

ect_app/                  # FastAPI backend
├── main.py               # App factory, lifespan, router mounting
├── config.py             # Pydantic settings
├── database.py           # SQLAlchemy engine, session, Base
├── models/               # ORM models
├── schemas/              # Pydantic schemas
├── routers/              # API route handlers
├── services/             # Business logic
└── notifications/        # Email, Slack, scheduler

ect_frontend/             # Streamlit frontend
├── app.py                # Main app entry
├── pages/                # Dashboard, Registry, Calendar, Org Chart, Settings
├── components/           # D3.js org chart component
└── utils/                # API client, formatters

data/sample/              # Synthetic sample data
tests/                    # pytest tests

API Documentation

Start the API and visit http://localhost:8000/docs for interactive Swagger documentation.

Running Tests

pip install -e ".[dev]"
pytest tests/ -v

Tech Stack

• Backend: Python 3.11+, FastAPI, SQLAlchemy 2.0, Pydantic v2
• Frontend: Streamlit
• Database: SQLite (prototype), PostgreSQL-ready
• Org Chart: D3.js v7
• Notifications: APScheduler, aiosmtplib, Slack webhooks
• Deployment: Docker, Railway

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License

MIT License — Copyright (c) 2026 Noam Raz and Pleasant Secret Labs