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Sprints History (Recaps)

Jose Carlos De Oliveira edited this page Nov 4, 2026 · 2 revisions

Past Sprints

Sprint Recap Outcome
Jun 2026 London Recap Project kick-off: POC data model, web form, flows, HMRC reports
Oct 2026 Amsterdam Recap Data model redesign, claim object, automations

Kick-Off (Sprint - London June 2026)

Project Team & Accomplishments

Data Model:

  • Gift Aid Declaration object
  • GA Eligibility/Status/Date fields on Contact & Opportunity

Automation:

  • Record triggered & scheduled flows for managing Status & Date fields on Gift Aid Declaration object

Web Form:

  • Screen Flow for creating Donations (Opportunities) & Gift Aid Declarations
  • Public Site for exposing screen flow

Reports & Custom Report Types:

  • Custom Report Type for displaying Opportunities & Contacts with Gift Aid Status
  • Report for downloading csv for submitting to HMRC
  • Reports for managing Gift Status of Donor Contacts and checking where requests should be sent to Donors, asking them to submit a Gift Aid Declaration.

Contributors

Full Name Team Role Github Username Working Group?
Jose Carlos De Oliveira Group Leader London June 2026 OSC Sprint
Alison Phillip Contributor MrsPea London June 2026 OSC Sprint
Michael Skinner Contributor London June 2026 OSC Sprint
Sara Amber Contributor London June 2026 OSC Sprint

Future Contributions

  • Testing & bug fixing

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