DEEPSEEK V3 MASTER UPGRADE PROMPT — ELITE TAX ANALYSIS WORKSPACE
Browse files================================================================
Role:
You are DEEPSEEK V3 — senior full-stack engineer, data scientist, and financial-forensics integrator.
Upgrade the existing “QuantumLedger Pro | Forensic Suite” by adding an **Elite Tax Analysis Workspace (E-TAW)** and enhancing CUSIP/Surety modules, ingestion, analytics, and reporting to a diplomatic/presidential standard.
Critical constraints (must be enforced in code and README):
• ALL analysis runs ONLY over operator-uploaded data or public feeds with licensed API keys.
• Do NOT access IRS IMF/BMF or Federal masterfiles without authorization — instead return FOIA templates and lawful channel instructions.
• All form outputs are advisory for CPA/Attorney review only. Banner:
**“FOR CPA/ATTORNEY REVIEW — NOT A FILING OR LEGAL ADVICE.”**
• Pay-walled vendor keys (BLOOMBERG_API_KEY, FIDELITY_API_KEY, SCHWAB_API_KEY, JPM_API_KEY) server-side only; mock data if missing.
High-level objective:
Build an enterprise-grade workspace that ingests contracts, promissory notes, invoices, statements, bank data, transcripts, prospectuses, and other financial docs; extracts structured data; computes forensic analytics (accrued interest, yields, amortization, fractionalization estimates, insurance value ranges); maps parties and roles; and generates CPA-ready exports and IRS form guidance. Everything organized, professional, and user-friendly.
FEATURE SUMMARY
• Frontend component → `components/TaxWorkspaceElite.jsx`
• APIs → `/api/parse-doc`, `/api/reconcile-ledger`, `/api/fraction-estimate`, `/api/party-mapping`, `/api/insurance-estimate`, `/api/generate-cpa-bundle`
• Enhanced CUSIP/Bond Search aggregating MERS, FINRA, TreasuryDirect, OpenFIGI, EDGAR, Fidelity, Bloomberg, Schwab, JPM
• Redis provenance cache layer
• Playwright + Jest testing for all modules
──────────────────────────────
1️⃣ DOCUMENT INGESTION
──────────────────────────────
Accept uploads (PDF, DOCX, TXT, CSV, OFX/QFX, MT940, XLSX).
Pipeline: store → virus/size check → text extraction (pdf-parse + Tesseract OCR) → language detect → normalize.
Store with provenance {uploaderId, filename, sha256, uploadedAt}.
──────────────────────────────
2️⃣ STRUCTURED EXTRACTION & PARSERS
──────────────────────────────
Modular parsers:
• Contract/Note → parties, dates, principal, rate, collateral clauses, assignment clauses, law.
• Invoice/Receipt → vendor, invoice #, date, line items.
• Bank Stmt → ledger (date, type, amount, balance).
• Loan/Mortgage → principal, amortization, servicer, pool ID.
• Insurance Policy → policy #, insured value, beneficiary, claims.
• Prospectus/PSA → CUSIP tables, tranche mapping.
Outputs normalized JSON {document_type, parties[], amounts[], dates[], identifiers[]}.
──────────────────────────────
3️⃣ PARTY/ENTITY EXTRACTION & RELATIONSHIP GRAPH
──────────────────────────────
Use NER + role detection (spaCy logic or JS NLP): roles = owner, trustee, beneficiary, custodian, nominee, POA, issuer, underwriter, CEO/CFO, judge, prosecutor, officer etc.
Build graph (Neo4j or JS) linking docs → parties → CUSIPs/trusts.
UI = interactive Entity Map with expandable nodes and provenance links.
──────────────────────────────
4️⃣ TRANSACTION RECONCILIATION & FRACTIONALIZATION ESTIMATOR
──────────────────────────────
Match bank ledger vs docs (fuzzy matching on date/amount/ref).
Compute rolling metrics (sum, count, mean, std dev).
Heuristic fractionalization logic:
• Detect repeated amounts & counterparties → fraction events.
• Cluster (transfers, window analysis, silhouette score).
• Bound min & max (9× – 33× range).
• Return interval + confidence score + evidence transactions.
──────────────────────────────
5️⃣ INSURANCE EXPOSURE & CLAIM VALUE (ADVISORY)
──────────────────────────────
Identify insurer & policy numbers.
Estimate insured value (low/mid/high) from limits, par value, historic payouts.
Compute claim frequency based on uploaded history + public data.
Output insuredValueEstimate + claimFrequencyEstimate + evidence.
⚠️ Produces checklists only — no claim instructions; banner applied.
──────────────────────────────
6️⃣ TAX-RELEVANT ANALYTICS & CALCULATIONS
──────────────────────────────
Compute accrued interest, coupon accrual, current yield, YTM, gain/loss, amortization, payment waterfalls.
Loans/notes → principal outstanding, delinquency, recoverable amount.
Securitizations → map loan to trust via CUSIP/PSA.
All math deterministic + unit-tested for edge cases.
──────────────────────────────
7️⃣ IRS FORM ADVISORY & CPA BUNDLE GENERATION
──────────────────────────────
Generate Recommendation Cards per issue: rationale + provenance + confidence.
Provide three CPA paths (conservative, balanced, aggressive).
Suggest forms for review — 1099-OID, 1099-B, 1040X, 1041/X, 843, 8275, 4506-T, 2848.
CPA Bundle export → CSV, JSON, PDF brief + checklist (show lines but no auto-fill).
Banner displayed on every output.──────────────────────────────
8️⃣ UI DESIGN & UX (ELITE LEVEL)
──────────────────────────────
Dashboard = left nav modules, center workspace, right evidence panel.
Features: upload area, status list, Entity Map, Ledger Reconcile, Fractionalization view, Insurance dashboard, CPA Cards.
Buttons: Generate CPA Bundle | Export CSV | Flag | Add Mapping | Download ZIP.
Global banner: **“FOR CPA/ATTORNEY REVIEW — NOT TAX OR LEGAL ADVICE.”**
Accessible (ARIA, keyboard, responsive).
──────────────────────────────
9️⃣ DATA MODEL & API CONTRACTS
──────────────────────────────
/api/parse-doc → multipart upload → {filename, textSnippet, docType, parties[], amounts[], identifiers[], provenance}
/api/reconcile-ledger → {matched[], unmatched[], summary}
/api/fraction-estimate → {estimate {point, low, high}, confidence, clusters[]}
/api/party-mapping → {candidates[], provenance}
/api/insurance-estimate → {insuredValueEstimate, frequencyEstimate, evidence}
──────────────────────────────
🔟 ALGORITHMS & HEURISTICS
──────────────────────────────
Parsers = regex + heuristic + optional ML NER.
Fraction estimator = k-means / DBSCAN on rounded amounts vs time; silhouette score selects k; bootstrap interval.
Confidence = Σ(weighted [sourceTrust, matchQuality, evidenceCount, recency]). Expose weights in config + provenance.
──────────────────────────────
11️⃣ TEST PLAN
──────────────────────────────
Jest unit tests (parsers, math, fraction edge cases).
Playwright E2E: batch upload → parse → reconcile → fraction → CPA bundle.
Use synthetic fixtures to pass without API keys.
/tests includes mock docs for repeatable results.
──────────────────────────────
12️⃣ SECURITY, PRIVACY & OPS
──────────────────────────────
Local storage unless secure bucket configured; deletion on request.
CORS locked to localhost/internal.
Secrets kept server-side only.
Upload requires user attestation of ownership.
Audit log each export or bundle generation.
──────────────────────────────
13️⃣ EXPORT & EVIDENCE PACKAGING
──────────────────────────────
Generate Audit Bundle → CSV + JSON + ZIP (original docs + text + EDGAR PDFs) + PDF brief (summary + recommendations + evidence).
Embed provenance footer + timestamp in each file.
──────────────────────────────
14️⃣ ACCEPTANCE CRITERIA
──────────────────────────────
• All components render error-free.
• Full flow (parse→reconcile→fraction→CPA bundle) works in mock mode.
• Playwright tests green without API keys.
• Exports carry accurate structured data + provenance.
• UI shows confidence scores clearly.
──────────────────────────────
ENV / DEPENDENCIES
──────────────────────────────
ENABLE_OCR=true
REDIS_URL=redis://localhost:6379
BLOOMBERG_API_KEY=
FIDELITY_API_KEY=
SCHWAB_API_KEY=
JPM_API_KEY=
OPENFIGI_API_KEY=
FINRA_API_KEY=
EDGAR_USER_AGENT="YourOrg contact@domain.com"
──────────────────────────────
DELIVERABLE FORMAT
──────────────────────────────
Next.js project with:
/components/TaxWorkspaceElite.jsx
/components
- TaxWorkspaceElite.html +495 -0
- enterprise.html +6 -3
- index.html +5 -3
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| 1 |
+
<!DOCTYPE html>
|
| 2 |
+
<html lang="en">
|
| 3 |
+
<head>
|
| 4 |
+
<meta charset="UTF-8">
|
| 5 |
+
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
| 6 |
+
<title>Elite Tax Analysis Workspace | QuantumTax Dynamo</title>
|
| 7 |
+
<script src="https://cdn.tailwindcss.com"></script>
|
| 8 |
+
<script src="https://unpkg.com/feather-icons"></script>
|
| 9 |
+
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
| 10 |
+
<style>
|
| 11 |
+
.glass-morphism {
|
| 12 |
+
background: rgba(255, 255, 255, 0.1);
|
| 13 |
+
backdrop-filter: blur(10px);
|
| 14 |
+
border-radius: 12px;
|
| 15 |
+
border: 1px solid rgba(255, 255, 255, 0.2);
|
| 16 |
+
}
|
| 17 |
+
.warning-banner {
|
| 18 |
+
background: rgba(220, 38, 38, 0.2);
|
| 19 |
+
border-left: 4px solid rgba(220, 38, 38, 1);
|
| 20 |
+
}
|
| 21 |
+
.dropzone-active {
|
| 22 |
+
border-color: #3B82F6;
|
| 23 |
+
background-color: rgba(59, 130, 246, 0.1);
|
| 24 |
+
}
|
| 25 |
+
</style>
|
| 26 |
+
</head>
|
| 27 |
+
<body class="min-h-screen bg-gradient-to-br from-gray-900 to-gray-800 text-white">
|
| 28 |
+
<!-- Warning Banner -->
|
| 29 |
+
<div class="warning-banner p-4 mb-4 text-center">
|
| 30 |
+
<p class="font-bold text-lg">
|
| 31 |
+
<i data-feather="alert-triangle" class="inline mr-2"></i>
|
| 32 |
+
FOR CPA/ATTORNEY REVIEW — NOT A FILING OR LEGAL ADVICE
|
| 33 |
+
</p>
|
| 34 |
+
</div>
|
| 35 |
+
|
| 36 |
+
<!-- Navigation -->
|
| 37 |
+
<nav class="glass-morphism mx-4 mt-2 rounded-full px-6 py-3 flex justify-between items-center">
|
| 38 |
+
<div class="flex items-center space-x-2">
|
| 39 |
+
<i data-feather="dollar-sign" class="text-green-400"></i>
|
| 40 |
+
<span class="text-xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-green-400 to-blue-500">QuantumTax Dynamo</span>
|
| 41 |
+
</div>
|
| 42 |
+
<div class="hidden md:flex space-x-6">
|
| 43 |
+
<a href="index.html" class="hover:text-green-400 transition">Home</a>
|
| 44 |
+
<a href="enterprise.html" class="hover:text-green-400 transition">Enterprise</a>
|
| 45 |
+
<a href="TaxWorkspaceElite.html" class="text-green-400 font-medium">E-TAW</a>
|
| 46 |
+
<a href="#" class="hover:text-green-400 transition">CUSIP Search</a>
|
| 47 |
+
<a href="#" class="hover:text-green-400 transition">Support</a>
|
| 48 |
+
</div>
|
| 49 |
+
<div class="flex items-center space-x-4">
|
| 50 |
+
<button id="accountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
|
| 51 |
+
<i data-feather="user" class="inline mr-1"></i> Account
|
| 52 |
+
</button>
|
| 53 |
+
<button class="md:hidden">
|
| 54 |
+
<i data-feather="menu"></i>
|
| 55 |
+
</button>
|
| 56 |
+
</div>
|
| 57 |
+
</nav>
|
| 58 |
+
|
| 59 |
+
<!-- Main Workspace -->
|
| 60 |
+
<main class="container mx-auto px-4 py-8">
|
| 61 |
+
<div class="grid grid-cols-1 lg:grid-cols-4 gap-6">
|
| 62 |
+
<!-- Left Navigation -->
|
| 63 |
+
<div class="lg:col-span-1">
|
| 64 |
+
<div class="glass-morphism p-4 rounded-xl mb-4">
|
| 65 |
+
<h3 class="text-lg font-bold mb-4">Workspace Modules</h3>
|
| 66 |
+
<ul class="space-y-2">
|
| 67 |
+
<li>
|
| 68 |
+
<button id="uploadModuleBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 69 |
+
<i data-feather="upload" class="mr-2 w-4 h-4"></i> Document Upload
|
| 70 |
+
</button>
|
| 71 |
+
</li>
|
| 72 |
+
<li>
|
| 73 |
+
<button id="entityMapBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 74 |
+
<i data-feather="map" class="mr-2 w-4 h-4"></i> Entity Map
|
| 75 |
+
</button>
|
| 76 |
+
</li>
|
| 77 |
+
<li>
|
| 78 |
+
<button id="reconciliationBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 79 |
+
<i data-feather="dollar-sign" class="mr-2 w-4 h-4"></i> Ledger Reconciliation
|
| 80 |
+
</button>
|
| 81 |
+
</li>
|
| 82 |
+
<li>
|
| 83 |
+
<button id="fractionBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 84 |
+
<i data-feather="divide" class="mr-2 w-4 h-4"></i> Fractionalization Analysis
|
| 85 |
+
</button>
|
| 86 |
+
</li>
|
| 87 |
+
<li>
|
| 88 |
+
<button id="insuranceBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 89 |
+
<i data-feather="shield" class="mr-2 w-4 h-4"></i> Insurance Exposure
|
| 90 |
+
</button>
|
| 91 |
+
</li>
|
| 92 |
+
<li>
|
| 93 |
+
<button id="cpaBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
|
| 94 |
+
<i data-feather="file-text" class="mr-2 w-4 h-4"></i> CPA Bundle Generator
|
| 95 |
+
</button>
|
| 96 |
+
</li>
|
| 97 |
+
</ul>
|
| 98 |
+
</div>
|
| 99 |
+
</div>
|
| 100 |
+
|
| 101 |
+
<!-- Main Content Area -->
|
| 102 |
+
<div class="lg:col-span-2">
|
| 103 |
+
<!-- Document Upload Module -->
|
| 104 |
+
<div id="uploadModule" class="glass-morphism p-6 rounded-xl mb-6">
|
| 105 |
+
<h2 class="text-2xl font-bold mb-4">Document Upload</h2>
|
| 106 |
+
<div id="dropzone" class="border-2 border-dashed border-gray-500 rounded-xl p-8 text-center cursor-pointer transition hover:border-blue-400 mb-4">
|
| 107 |
+
<i data-feather="upload-cloud" class="w-12 h-12 mx-auto text-gray-400 mb-2"></i>
|
| 108 |
+
<p class="mb-1">Drag & drop files here</p>
|
| 109 |
+
<p class="text-sm text-gray-400">Supports PDF, DOCX, XLSX, CSV, OFX, MT940 (Max 50MB each)</p>
|
| 110 |
+
</div>
|
| 111 |
+
<input type="file" id="fileInput" class="hidden" multiple>
|
| 112 |
+
<div class="flex justify-between items-center mb-4">
|
| 113 |
+
<button id="uploadBtn" class="bg-gradient-to-r from-blue-500 to-purple-500 px-6 py-2 rounded-lg hover:opacity-90 transition">
|
| 114 |
+
Process Documents
|
| 115 |
+
</button>
|
| 116 |
+
<div class="text-sm text-gray-400">
|
| 117 |
+
<span id="fileCount">0</span> files selected
|
| 118 |
+
</div>
|
| 119 |
+
</div>
|
| 120 |
+
<div id="fileList" class="space-y-2"></div>
|
| 121 |
+
</div>
|
| 122 |
+
|
| 123 |
+
<!-- Entity Map Module -->
|
| 124 |
+
<div id="entityMapModule" class="glass-morphism p-6 rounded-xl hidden">
|
| 125 |
+
<div class="flex justify-between items-center mb-4">
|
| 126 |
+
<h2 class="text-2xl font-bold">Entity Map</h2>
|
| 127 |
+
<button class="bg-gradient-to-r from-blue-500 to-purple-500 px-4 py-2 rounded-lg hover:opacity-90 transition">
|
| 128 |
+
<i data-feather="refresh-cw" class="w-4 h-4"></i> Rebuild Graph
|
| 129 |
+
</button>
|
| 130 |
+
</div>
|
| 131 |
+
<div class="bg-black bg-opacity-30 rounded-xl p-4 h-96 flex items-center justify-center">
|
| 132 |
+
<p class="text-gray-400">Upload documents to visualize entity relationships</p>
|
| 133 |
+
</div>
|
| 134 |
+
<div class="mt-4 grid grid-cols-2 gap-4">
|
| 135 |
+
<div>
|
| 136 |
+
<h3 class="font-bold mb-2">Key Entities</h3>
|
| 137 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3 h-40 overflow-y-auto">
|
| 138 |
+
<p class="text-gray-400">No entities identified yet</p>
|
| 139 |
+
</div>
|
| 140 |
+
</div>
|
| 141 |
+
<div>
|
| 142 |
+
<h3 class="font-bold mb-2">Entity Types</h3>
|
| 143 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3 h-40 overflow-y-auto">
|
| 144 |
+
<p class="text-gray-400">No entity types identified yet</p>
|
| 145 |
+
</div>
|
| 146 |
+
</div>
|
| 147 |
+
</div>
|
| 148 |
+
</div>
|
| 149 |
+
|
| 150 |
+
<!-- Reconciliation Module -->
|
| 151 |
+
<div id="reconciliationModule" class="glass-morphism p-6 rounded-xl hidden">
|
| 152 |
+
<h2 class="text-2xl font-bold mb-4">Ledger Reconciliation</h2>
|
| 153 |
+
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-4">
|
| 154 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 155 |
+
<h3 class="font-bold mb-2">Matched Transactions</h3>
|
| 156 |
+
<div class="h-40 overflow-y-auto">
|
| 157 |
+
<p class="text-gray-400">No matches found</p>
|
| 158 |
+
</div>
|
| 159 |
+
</div>
|
| 160 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 161 |
+
<h3 class="font-bold mb-2">Unmatched Transactions</h3>
|
| 162 |
+
<div class="h-40 overflow-y-auto">
|
| 163 |
+
<p class="text-gray-400">No unmatched transactions</p>
|
| 164 |
+
</div>
|
| 165 |
+
</div>
|
| 166 |
+
</div>
|
| 167 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 168 |
+
<h3 class="font-bold mb-2">Reconciliation Summary</h3>
|
| 169 |
+
<div class="grid grid-cols-3 gap-4">
|
| 170 |
+
<div class="text-center">
|
| 171 |
+
<p class="text-gray-400">Total</p>
|
| 172 |
+
<p class="text-xl font-bold">$0.00</p>
|
| 173 |
+
</div>
|
| 174 |
+
<div class="text-center">
|
| 175 |
+
<p class="text-gray-400">Matched</p>
|
| 176 |
+
<p class="text-xl font-bold">$0.00</p>
|
| 177 |
+
</div>
|
| 178 |
+
<div class="text-center">
|
| 179 |
+
<p class="text-gray-400">Discrepancy</p>
|
| 180 |
+
<p class="text-xl font-bold text-red-400">$0.00</p>
|
| 181 |
+
</div>
|
| 182 |
+
</div>
|
| 183 |
+
</div>
|
| 184 |
+
</div>
|
| 185 |
+
|
| 186 |
+
<!-- Fractionalization Module -->
|
| 187 |
+
<div id="fractionModule" class="glass-morphism p-6 rounded-xl hidden">
|
| 188 |
+
<h2 class="text-2xl font-bold mb-4">Fractionalization Analysis</h2>
|
| 189 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4 mb-4">
|
| 190 |
+
<h3 class="font-bold mb-2">Estimated Fraction Range</h3>
|
| 191 |
+
<div class="grid grid-cols-3 gap-4 text-center">
|
| 192 |
+
<div>
|
| 193 |
+
<p class="text-gray-400">Low Estimate</p>
|
| 194 |
+
<p class="text-xl font-bold text-red-400">9×</p>
|
| 195 |
+
</div>
|
| 196 |
+
<div>
|
| 197 |
+
<p class="text-gray-400">Mid Estimate</p>
|
| 198 |
+
<p class="text-xl font-bold">21×</p>
|
| 199 |
+
</div>
|
| 200 |
+
<div>
|
| 201 |
+
<p class="text-gray-400">High Estimate</p>
|
| 202 |
+
<p class="text-xl font-bold text-green-400">33×</p>
|
| 203 |
+
</div>
|
| 204 |
+
</div>
|
| 205 |
+
<div class="mt-4">
|
| 206 |
+
<p class="text-gray-400">Confidence: <span class="font-bold">50%</span></p>
|
| 207 |
+
<div class="w-full bg-gray-700 rounded-full h-2.5 mt-1">
|
| 208 |
+
<div class="bg-yellow-400 h-2.5 rounded-full" style="width: 50%"></div>
|
| 209 |
+
</div>
|
| 210 |
+
</div>
|
| 211 |
+
</div>
|
| 212 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4 h-64">
|
| 213 |
+
<h3 class="font-bold mb-2">Evidence Transactions</h3>
|
| 214 |
+
<div class="overflow-y-auto h-40">
|
| 215 |
+
<p class="text-gray-400">No evidence transactions identified</p>
|
| 216 |
+
</div>
|
| 217 |
+
</div>
|
| 218 |
+
</div>
|
| 219 |
+
|
| 220 |
+
<!-- Insurance Module -->
|
| 221 |
+
<div id="insuranceModule" class="glass-morphism p-6 rounded-xl hidden">
|
| 222 |
+
<h2 class="text-2xl font-bold mb-4">Insurance Exposure Analysis</h2>
|
| 223 |
+
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-4">
|
| 224 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 225 |
+
<h3 class="font-bold mb-2">Insured Value Estimate</h3>
|
| 226 |
+
<div class="grid grid-cols-3 gap-2 text-center">
|
| 227 |
+
<div>
|
| 228 |
+
<p class="text-gray-400">Low</p>
|
| 229 |
+
<p class="text-xl font-bold text-red-400">$0</p>
|
| 230 |
+
</div>
|
| 231 |
+
<div>
|
| 232 |
+
<p class="text-gray-400">Mid</p>
|
| 233 |
+
<p class="text-xl font-bold">$0</p>
|
| 234 |
+
</div>
|
| 235 |
+
<div>
|
| 236 |
+
<p class="text-gray-400">High</p>
|
| 237 |
+
<p class="text-xl font-bold text-green-400">$0</p>
|
| 238 |
+
</div>
|
| 239 |
+
</div>
|
| 240 |
+
</div>
|
| 241 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 242 |
+
<h3 class="font-bold mb-2">Claim Frequency</h3>
|
| 243 |
+
<div class="text-center">
|
| 244 |
+
<p class="text-xl font-bold">0%</p>
|
| 245 |
+
<p class="text-sm text-gray-400">Based on 0 historical claims</p>
|
| 246 |
+
</div>
|
| 247 |
+
</div>
|
| 248 |
+
</div>
|
| 249 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 250 |
+
<h3 class="font-bold mb-2">Identified Policies</h3>
|
| 251 |
+
<div class="overflow-y-auto h-40">
|
| 252 |
+
<p class="text-gray-400">No insurance policies identified</p>
|
| 253 |
+
</div>
|
| 254 |
+
</div>
|
| 255 |
+
</div>
|
| 256 |
+
|
| 257 |
+
<!-- CPA Bundle Module -->
|
| 258 |
+
<div id="cpaModule" class="glass-morphism p-6 rounded-xl hidden">
|
| 259 |
+
<h2 class="text-2xl font-bold mb-4">CPA Bundle Generator</h2>
|
| 260 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4 mb-4">
|
| 261 |
+
<h3 class="font-bold mb-2">Recommended Forms</h3>
|
| 262 |
+
<div class="grid grid-cols-2 md:grid-cols-4 gap-2">
|
| 263 |
+
<div class="bg-gray-700 p-2 rounded text-center">1099-OID</div>
|
| 264 |
+
<div class="bg-gray-700 p-2 rounded text-center">1099-B</div>
|
| 265 |
+
<div class="bg-gray-700 p-2 rounded text-center">1040X</div>
|
| 266 |
+
<div class="bg-gray-700 p-2 rounded text-center">1041/X</div>
|
| 267 |
+
</div>
|
| 268 |
+
</div>
|
| 269 |
+
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-4">
|
| 270 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 271 |
+
<h3 class="font-bold mb-2">Conservative</h3>
|
| 272 |
+
<p class="text-gray-400 text-sm mb-2">Minimal risk approach</p>
|
| 273 |
+
<button class="w-full bg-gradient-to-r from-blue-500 to-blue-700 px-4 py-2 rounded-lg hover:opacity-90 transition">
|
| 274 |
+
Generate
|
| 275 |
+
</button>
|
| 276 |
+
</div>
|
| 277 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 278 |
+
<h3 class="font-bold mb-2">Balanced</h3>
|
| 279 |
+
<p class="text-gray-400 text-sm mb-2">Moderate risk approach</p>
|
| 280 |
+
<button class="w-full bg-gradient-to-r from-purple-500 to-blue-500 px-4 py-2 rounded-lg hover:opacity-90 transition">
|
| 281 |
+
Generate
|
| 282 |
+
</button>
|
| 283 |
+
</div>
|
| 284 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 285 |
+
<h3 class="font-bold mb-2">Aggressive</h3>
|
| 286 |
+
<p class="text-gray-400 text-sm mb-2">Higher risk approach</p>
|
| 287 |
+
<button class="w-full bg-gradient-to-r from-purple-500 to-pink-500 px-4 py-2 rounded-lg hover:opacity-90 transition">
|
| 288 |
+
Generate
|
| 289 |
+
</button>
|
| 290 |
+
</div>
|
| 291 |
+
</div>
|
| 292 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-4">
|
| 293 |
+
<div class="flex items-center mb-2">
|
| 294 |
+
<input type="checkbox" id="cpaAttestation" class="mr-2">
|
| 295 |
+
<label for="cpaAttestation">I confirm this will be reviewed by a licensed CPA/Attorney</label>
|
| 296 |
+
</div>
|
| 297 |
+
<div class="flex justify-between">
|
| 298 |
+
<div class="flex space-x-2">
|
| 299 |
+
<button class="bg-gray-700 px-4 py-2 rounded-lg hover:bg-gray-600 transition">
|
| 300 |
+
<i data-feather="file" class="w-4 h-4 mr-1"></i> PDF
|
| 301 |
+
</button>
|
| 302 |
+
<button class="bg-gray-700 px-4 py-2 rounded-lg hover:bg-gray-600 transition">
|
| 303 |
+
<i data-feather="file-text" class="w-4 h-4 mr-1"></i> CSV
|
| 304 |
+
</button>
|
| 305 |
+
<button class="bg-gray-700 px-4 py-2 rounded-lg hover:bg-gray-600 transition">
|
| 306 |
+
<i data-feather="file-text" class="w-4 h-4 mr-1"></i> JSON
|
| 307 |
+
</button>
|
| 308 |
+
</div>
|
| 309 |
+
<button class="bg-gradient-to-r from-green-500 to-blue-500 px-6 py-2 rounded-lg hover:opacity-90 transition">
|
| 310 |
+
<i data-feather="download" class="w-4 h-4 mr-1"></i> Export All
|
| 311 |
+
</button>
|
| 312 |
+
</div>
|
| 313 |
+
</div>
|
| 314 |
+
</div>
|
| 315 |
+
</div>
|
| 316 |
+
|
| 317 |
+
<!-- Right Sidebar - Evidence Panel -->
|
| 318 |
+
<div class="lg:col-span-1">
|
| 319 |
+
<div class="glass-morphism p-4 rounded-xl sticky top-4">
|
| 320 |
+
<h3 class="text-lg font-bold mb-4">Evidence Panel</h3>
|
| 321 |
+
<div class="space-y-2">
|
| 322 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3">
|
| 323 |
+
<div class="flex justify-between items-center mb-1">
|
| 324 |
+
<span class="font-medium">Document Count</span>
|
| 325 |
+
<span class="bg-blue-500 text-xs px-2 py-1 rounded-full">0</span>
|
| 326 |
+
</div>
|
| 327 |
+
<p class="text-xs text-gray-400">Uploaded files</p>
|
| 328 |
+
</div>
|
| 329 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3">
|
| 330 |
+
<div class="flex justify-between items-center mb-1">
|
| 331 |
+
<span class="font-medium">Entities Found</span>
|
| 332 |
+
<span class="bg-purple-500 text-xs px-2 py-1 rounded-full">0</span>
|
| 333 |
+
</div>
|
| 334 |
+
<p class="text-xs text-gray-400">People/organizations</p>
|
| 335 |
+
</div>
|
| 336 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3">
|
| 337 |
+
<div class="flex justify-between items-center mb-1">
|
| 338 |
+
<span class="font-medium">Transactions</span>
|
| 339 |
+
<span class="bg-green-500 text-xs px-2 py-1 rounded-full">0</span>
|
| 340 |
+
</div>
|
| 341 |
+
<p class="text-xs text-gray-400">Identified payments</p>
|
| 342 |
+
</div>
|
| 343 |
+
<div class="bg-black bg-opacity-30 rounded-lg p-3">
|
| 344 |
+
<div class="flex justify-between items-center mb-1">
|
| 345 |
+
<span class="font-medium">CUSIPs</span>
|
| 346 |
+
<span class="bg-yellow-500 text-xs px-2 py-1 rounded-full">0</span>
|
| 347 |
+
</div>
|
| 348 |
+
<p class="text-xs text-gray-400">Security identifiers</p>
|
| 349 |
+
</div>
|
| 350 |
+
</div>
|
| 351 |
+
<div class="mt-4">
|
| 352 |
+
<h4 class="font-bold mb-2">Recent Activity</h4>
|
| 353 |
+
<div class="space-y-2 text-sm">
|
| 354 |
+
<p class="text-gray-400">No recent activity</p>
|
| 355 |
+
</div>
|
| 356 |
+
</div>
|
| 357 |
+
<div class="mt-4">
|
| 358 |
+
<h4 class="font-bold mb-2">Quick Actions</h4>
|
| 359 |
+
<button class="w-full bg-gray-700 hover:bg-gray-600 px-4 py-2 rounded-lg transition mb-2 text-left flex items-center">
|
| 360 |
+
<i data-feather="flag" class="w-4 h-4 mr-2"></i> Flag Issue
|
| 361 |
+
</button>
|
| 362 |
+
<button class="w-full bg-gray-700 hover:bg-gray-600 px-4 py-2 rounded-lg transition text-left flex items-center">
|
| 363 |
+
<i data-feather="user-plus" class="w-4 h-4 mr-2"></i> Add CPA
|
| 364 |
+
</button>
|
| 365 |
+
</div>
|
| 366 |
+
</div>
|
| 367 |
+
</div>
|
| 368 |
+
</div>
|
| 369 |
+
</main>
|
| 370 |
+
|
| 371 |
+
<footer class="glass-morphism mt-16 py-8">
|
| 372 |
+
<div class="container mx-auto px-4">
|
| 373 |
+
<div class="border-t border-gray-700 pt-8 text-center">
|
| 374 |
+
<p class="text-gray-400 text-sm">© 2023 QuantumTax Dynamo - Elite Tax Analysis Workspace (E-TAW)</p>
|
| 375 |
+
<p class="text-gray-400 text-xs mt-2">All outputs are advisory only and must be reviewed by a licensed professional</p>
|
| 376 |
+
</div>
|
| 377 |
+
</div>
|
| 378 |
+
</footer>
|
| 379 |
+
|
| 380 |
+
<script>
|
| 381 |
+
document.addEventListener('DOMContentLoaded', function() {
|
| 382 |
+
feather.replace();
|
| 383 |
+
|
| 384 |
+
// Module navigation
|
| 385 |
+
const modules = {
|
| 386 |
+
upload: document.getElementById('uploadModule'),
|
| 387 |
+
entityMap: document.getElementById('entityMapModule'),
|
| 388 |
+
reconciliation: document.getElementById('reconciliationModule'),
|
| 389 |
+
fraction: document.getElementById('fractionModule'),
|
| 390 |
+
insurance: document.getElementById('insuranceModule'),
|
| 391 |
+
cpa: document.getElementById('cpaModule')
|
| 392 |
+
};
|
| 393 |
+
|
| 394 |
+
document.getElementById('uploadModuleBtn').addEventListener('click', () => toggleModule('upload'));
|
| 395 |
+
document.getElementById('entityMapBtn').addEventListener('click', () => toggleModule('entityMap'));
|
| 396 |
+
document.getElementById('reconciliationBtn').addEventListener('click', () => toggleModule('reconciliation'));
|
| 397 |
+
document.getElementById('fractionBtn').addEventListener('click', () => toggleModule('fraction'));
|
| 398 |
+
document.getElementById('insuranceBtn').addEventListener('click', () => toggleModule('insurance'));
|
| 399 |
+
document.getElementById('cpaBtn').addEventListener('click', () => toggleModule('cpa'));
|
| 400 |
+
|
| 401 |
+
function toggleModule(module) {
|
| 402 |
+
// Hide all modules first
|
| 403 |
+
Object.values(modules).forEach(mod => {
|
| 404 |
+
mod.classList.add('hidden');
|
| 405 |
+
});
|
| 406 |
+
// Show selected module
|
| 407 |
+
modules[module].classList.remove('hidden');
|
| 408 |
+
}
|
| 409 |
+
|
| 410 |
+
// Default to upload module
|
| 411 |
+
toggleModule('upload');
|
| 412 |
+
|
| 413 |
+
// File upload handling
|
| 414 |
+
const dropzone = document.getElementById('dropzone');
|
| 415 |
+
const fileInput = document.getElementById('fileInput');
|
| 416 |
+
const fileList = document.getElementById('fileList');
|
| 417 |
+
const fileCount = document.getElementById('fileCount');
|
| 418 |
+
let files = [];
|
| 419 |
+
|
| 420 |
+
dropzone.addEventListener('click', () => fileInput.click());
|
| 421 |
+
|
| 422 |
+
fileInput.addEventListener('change', (e) => {
|
| 423 |
+
files = Array.from(e.target.files);
|
| 424 |
+
updateFileList();
|
| 425 |
+
});
|
| 426 |
+
|
| 427 |
+
['dragenter', 'dragover', 'dragleave', 'drop'].forEach(eventName => {
|
| 428 |
+
dropzone.addEventListener(eventName, preventDefaults, false);
|
| 429 |
+
});
|
| 430 |
+
|
| 431 |
+
function preventDefaults(e) {
|
| 432 |
+
e.preventDefault();
|
| 433 |
+
e.stopPropagation();
|
| 434 |
+
}
|
| 435 |
+
|
| 436 |
+
['dragenter', 'dragover'].forEach(eventName => {
|
| 437 |
+
dropzone.addEventListener(eventName, highlight, false);
|
| 438 |
+
});
|
| 439 |
+
|
| 440 |
+
['dragleave', 'drop'].forEach(eventName => {
|
| 441 |
+
dropzone.addEventListener(eventName, unhighlight, false);
|
| 442 |
+
});
|
| 443 |
+
|
| 444 |
+
function highlight() {
|
| 445 |
+
dropzone.classList.add('dropzone-active');
|
| 446 |
+
}
|
| 447 |
+
|
| 448 |
+
function unhighlight() {
|
| 449 |
+
dropzone.classList.remove('dropzone-active');
|
| 450 |
+
}
|
| 451 |
+
|
| 452 |
+
dropzone.addEventListener('drop', (e) => {
|
| 453 |
+
const dt = e.dataTransfer;
|
| 454 |
+
files = Array.from(dt.files);
|
| 455 |
+
updateFileList();
|
| 456 |
+
});
|
| 457 |
+
|
| 458 |
+
function updateFileList() {
|
| 459 |
+
fileList.innerHTML = '';
|
| 460 |
+
fileCount.textContent = files.length;
|
| 461 |
+
|
| 462 |
+
files.forEach(file => {
|
| 463 |
+
const fileItem = document.createElement('div');
|
| 464 |
+
fileItem.className = 'flex items-center justify-between p-2 bg-gray-800 rounded-lg';
|
| 465 |
+
fileItem.innerHTML = `
|
| 466 |
+
<div class="flex items-center">
|
| 467 |
+
<i data-feather="file" class="w-4 h-4 mr-2"></i>
|
| 468 |
+
<span>${file.name}</span>
|
| 469 |
+
</div>
|
| 470 |
+
<span class="text-xs text-gray-400">${(file.size / 1024 / 1024).toFixed(2)} MB</span>
|
| 471 |
+
`;
|
| 472 |
+
fileList.appendChild(fileItem);
|
| 473 |
+
});
|
| 474 |
+
feather.replace();
|
| 475 |
+
}
|
| 476 |
+
|
| 477 |
+
document.getElementById('uploadBtn').addEventListener('click', () => {
|
| 478 |
+
if (files.length === 0) {
|
| 479 |
+
alert('Please select files to upload');
|
| 480 |
+
return;
|
| 481 |
+
}
|
| 482 |
+
alert(`${files.length} files will be processed`);
|
| 483 |
+
// In a real app, you would upload files to the server here
|
| 484 |
+
});
|
| 485 |
+
|
| 486 |
+
// CPA Bundle Disclaimer
|
| 487 |
+
document.getElementById('cpaAttestation').addEventListener('change', function() {
|
| 488 |
+
if (!this.checked) {
|
| 489 |
+
alert('You must confirm that this will be reviewed by a licensed CPA/Attorney');
|
| 490 |
+
}
|
| 491 |
+
});
|
| 492 |
+
});
|
| 493 |
+
</script>
|
| 494 |
+
</body>
|
| 495 |
+
</html>
|
|
@@ -49,10 +49,13 @@
|
|
| 49 |
</div>
|
| 50 |
<div class="hidden md:flex space-x-6">
|
| 51 |
<a href="index.html" class="hover:text-green-400 transition">Home</a>
|
| 52 |
-
<a href="
|
|
|
|
|
|
|
| 53 |
<a href="enterprise.html" class="text-green-400 font-medium">Enterprise</a>
|
| 54 |
-
<a href="
|
| 55 |
-
|
|
|
|
| 56 |
<div class="flex items-center space-x-4">
|
| 57 |
<button id="enterpriseAccountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
|
| 58 |
<i data-feather="user" class="inline mr-1"></i> Account
|
|
|
|
| 49 |
</div>
|
| 50 |
<div class="hidden md:flex space-x-6">
|
| 51 |
<a href="index.html" class="hover:text-green-400 transition">Home</a>
|
| 52 |
+
<a href="#" class="hover:text-green-400 transition">Tax Forms</a>
|
| 53 |
+
<a href="#" class="hover:text-green-400 transition">Documents</a>
|
| 54 |
+
<a href="#" class="hover:text-green-400 transition">Analytics</a>
|
| 55 |
<a href="enterprise.html" class="text-green-400 font-medium">Enterprise</a>
|
| 56 |
+
<a href="TaxWorkspaceElite.html" class="hover:text-green-400 transition">E-TAW</a>
|
| 57 |
+
<a href="#" class="hover:text-green-400 transition">Support</a>
|
| 58 |
+
</div>
|
| 59 |
<div class="flex items-center space-x-4">
|
| 60 |
<button id="enterpriseAccountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
|
| 61 |
<i data-feather="user" class="inline mr-1"></i> Account
|
|
@@ -44,10 +44,12 @@
|
|
| 44 |
<div class="hidden md:flex space-x-6">
|
| 45 |
<a href="#" class="hover:text-green-400 transition">Dashboard</a>
|
| 46 |
<a href="#" class="hover:text-green-400 transition">Tax Forms</a>
|
| 47 |
-
<a href="
|
|
|
|
| 48 |
<a href="enterprise.html" class="hover:text-green-400 transition">Enterprise</a>
|
| 49 |
-
<a href="
|
| 50 |
-
|
|
|
|
| 51 |
<div class="flex items-center space-x-4">
|
| 52 |
<button id="accountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
|
| 53 |
<i data-feather="user" class="inline mr-1"></i> Account
|
|
|
|
| 44 |
<div class="hidden md:flex space-x-6">
|
| 45 |
<a href="#" class="hover:text-green-400 transition">Dashboard</a>
|
| 46 |
<a href="#" class="hover:text-green-400 transition">Tax Forms</a>
|
| 47 |
+
<a href="#" class="hover:text-green-400 transition">Documents</a>
|
| 48 |
+
<a href="#" class="hover:text-green-400 transition">Analytics</a>
|
| 49 |
<a href="enterprise.html" class="hover:text-green-400 transition">Enterprise</a>
|
| 50 |
+
<a href="TaxWorkspaceElite.html" class="hover:text-green-400 transition">E-TAW</a>
|
| 51 |
+
<a href="#" class="hover:text-green-400 transition">Support</a>
|
| 52 |
+
</div>
|
| 53 |
<div class="flex items-center space-x-4">
|
| 54 |
<button id="accountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
|
| 55 |
<i data-feather="user" class="inline mr-1"></i> Account
|