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DEEPSEEK V3 MASTER UPGRADE PROMPT — ELITE TAX ANALYSIS WORKSPACE

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================================================================
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

Files changed (3) hide show
  1. TaxWorkspaceElite.html +495 -0
  2. enterprise.html +6 -3
  3. index.html +5 -3
TaxWorkspaceElite.html ADDED
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+ <!DOCTYPE html>
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+ <html lang="en">
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+ <head>
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+ <meta charset="UTF-8">
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+ <meta name="viewport" content="width=device-width, initial-scale=1.0">
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+ <title>Elite Tax Analysis Workspace | QuantumTax Dynamo</title>
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+ <script src="https://cdn.tailwindcss.com"></script>
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+ <script src="https://unpkg.com/feather-icons"></script>
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+ <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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+ <style>
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+ .glass-morphism {
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+ background: rgba(255, 255, 255, 0.1);
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+ backdrop-filter: blur(10px);
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+ border-radius: 12px;
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+ border: 1px solid rgba(255, 255, 255, 0.2);
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+ }
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+ .warning-banner {
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+ background: rgba(220, 38, 38, 0.2);
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+ border-left: 4px solid rgba(220, 38, 38, 1);
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+ }
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+ .dropzone-active {
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+ border-color: #3B82F6;
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+ background-color: rgba(59, 130, 246, 0.1);
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+ }
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+ </style>
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+ </head>
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+ <body class="min-h-screen bg-gradient-to-br from-gray-900 to-gray-800 text-white">
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+ <!-- Warning Banner -->
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+ <div class="warning-banner p-4 mb-4 text-center">
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+ <p class="font-bold text-lg">
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+ <i data-feather="alert-triangle" class="inline mr-2"></i>
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+ FOR CPA/ATTORNEY REVIEW — NOT A FILING OR LEGAL ADVICE
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+ </p>
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+ </div>
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+
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+ <!-- Navigation -->
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+ <nav class="glass-morphism mx-4 mt-2 rounded-full px-6 py-3 flex justify-between items-center">
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+ <div class="flex items-center space-x-2">
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+ <i data-feather="dollar-sign" class="text-green-400"></i>
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+ <span class="text-xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-green-400 to-blue-500">QuantumTax Dynamo</span>
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+ </div>
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+ <div class="hidden md:flex space-x-6">
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+ <a href="index.html" class="hover:text-green-400 transition">Home</a>
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+ <a href="enterprise.html" class="hover:text-green-400 transition">Enterprise</a>
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+ <a href="TaxWorkspaceElite.html" class="text-green-400 font-medium">E-TAW</a>
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+ <a href="#" class="hover:text-green-400 transition">CUSIP Search</a>
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+ <a href="#" class="hover:text-green-400 transition">Support</a>
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+ </div>
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+ <div class="flex items-center space-x-4">
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+ <button id="accountBtn" class="bg-gradient-to-r from-green-500 to-blue-500 px-4 py-2 rounded-full hover:opacity-90 transition">
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+ <i data-feather="user" class="inline mr-1"></i> Account
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+ </button>
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+ <button class="md:hidden">
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+ <i data-feather="menu"></i>
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+ </button>
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+ </div>
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+ </nav>
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+
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+ <!-- Main Workspace -->
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+ <main class="container mx-auto px-4 py-8">
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+ <div class="grid grid-cols-1 lg:grid-cols-4 gap-6">
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+ <!-- Left Navigation -->
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+ <div class="lg:col-span-1">
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+ <div class="glass-morphism p-4 rounded-xl mb-4">
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+ <h3 class="text-lg font-bold mb-4">Workspace Modules</h3>
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+ <ul class="space-y-2">
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+ <li>
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+ <button id="uploadModuleBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="upload" class="mr-2 w-4 h-4"></i> Document Upload
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+ </button>
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+ </li>
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+ <li>
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+ <button id="entityMapBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="map" class="mr-2 w-4 h-4"></i> Entity Map
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+ </button>
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+ </li>
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+ <li>
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+ <button id="reconciliationBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="dollar-sign" class="mr-2 w-4 h-4"></i> Ledger Reconciliation
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+ </button>
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+ </li>
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+ <li>
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+ <button id="fractionBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="divide" class="mr-2 w-4 h-4"></i> Fractionalization Analysis
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+ </button>
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+ </li>
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+ <li>
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+ <button id="insuranceBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="shield" class="mr-2 w-4 h-4"></i> Insurance Exposure
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+ </button>
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+ </li>
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+ <li>
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+ <button id="cpaBtn" class="w-full text-left px-4 py-2 rounded-lg hover:bg-gray-700 transition flex items-center">
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+ <i data-feather="file-text" class="mr-2 w-4 h-4"></i> CPA Bundle Generator
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+ </button>
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+ </li>
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+ </ul>
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+ </div>
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+ </div>
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+
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+ <!-- Main Content Area -->
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+ <div class="lg:col-span-2">
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+ <!-- Document Upload Module -->
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+ <div id="uploadModule" class="glass-morphism p-6 rounded-xl mb-6">
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+ <h2 class="text-2xl font-bold mb-4">Document Upload</h2>
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+ <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">
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+ <i data-feather="upload-cloud" class="w-12 h-12 mx-auto text-gray-400 mb-2"></i>
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+ <p class="mb-1">Drag & drop files here</p>
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+ <p class="text-sm text-gray-400">Supports PDF, DOCX, XLSX, CSV, OFX, MT940 (Max 50MB each)</p>
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+ </div>
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+ <input type="file" id="fileInput" class="hidden" multiple>
112
+ <div class="flex justify-between items-center mb-4">
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+ <button id="uploadBtn" class="bg-gradient-to-r from-blue-500 to-purple-500 px-6 py-2 rounded-lg hover:opacity-90 transition">
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+ Process Documents
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+ </button>
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+ <div class="text-sm text-gray-400">
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+ <span id="fileCount">0</span> files selected
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+ </div>
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+ </div>
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+ <div id="fileList" class="space-y-2"></div>
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+ </div>
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+
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+ <!-- Entity Map Module -->
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+ <div id="entityMapModule" class="glass-morphism p-6 rounded-xl hidden">
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+ <div class="flex justify-between items-center mb-4">
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+ <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
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+ </button>
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+ </div>
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+ <div class="bg-black bg-opacity-30 rounded-xl p-4 h-96 flex items-center justify-center">
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+ <p class="text-gray-400">Upload documents to visualize entity relationships</p>
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+ </div>
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+ <div class="mt-4 grid grid-cols-2 gap-4">
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+ <div>
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+ <h3 class="font-bold mb-2">Key Entities</h3>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-3 h-40 overflow-y-auto">
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+ <p class="text-gray-400">No entities identified yet</p>
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+ </div>
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+ </div>
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+ <div>
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+ <h3 class="font-bold mb-2">Entity Types</h3>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-3 h-40 overflow-y-auto">
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+ <p class="text-gray-400">No entity types identified yet</p>
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+ </div>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <!-- Reconciliation Module -->
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+ <div id="reconciliationModule" class="glass-morphism p-6 rounded-xl hidden">
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+ <h2 class="text-2xl font-bold mb-4">Ledger Reconciliation</h2>
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+ <div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-4">
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4">
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+ <h3 class="font-bold mb-2">Matched Transactions</h3>
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+ <div class="h-40 overflow-y-auto">
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+ <p class="text-gray-400">No matches found</p>
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+ </div>
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+ </div>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4">
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+ <h3 class="font-bold mb-2">Unmatched Transactions</h3>
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+ <div class="h-40 overflow-y-auto">
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+ <p class="text-gray-400">No unmatched transactions</p>
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+ </div>
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+ </div>
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+ </div>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4">
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+ <h3 class="font-bold mb-2">Reconciliation Summary</h3>
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+ <div class="grid grid-cols-3 gap-4">
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+ <div class="text-center">
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+ <p class="text-gray-400">Total</p>
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+ <p class="text-xl font-bold">$0.00</p>
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+ </div>
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+ <div class="text-center">
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+ <p class="text-gray-400">Matched</p>
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+ <p class="text-xl font-bold">$0.00</p>
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+ </div>
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+ <div class="text-center">
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+ <p class="text-gray-400">Discrepancy</p>
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+ <p class="text-xl font-bold text-red-400">$0.00</p>
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+ </div>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <!-- Fractionalization Module -->
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+ <div id="fractionModule" class="glass-morphism p-6 rounded-xl hidden">
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+ <h2 class="text-2xl font-bold mb-4">Fractionalization Analysis</h2>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4 mb-4">
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+ <h3 class="font-bold mb-2">Estimated Fraction Range</h3>
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+ <div class="grid grid-cols-3 gap-4 text-center">
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+ <div>
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+ <p class="text-gray-400">Low Estimate</p>
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+ <p class="text-xl font-bold text-red-400">9×</p>
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+ </div>
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+ <div>
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+ <p class="text-gray-400">Mid Estimate</p>
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+ <p class="text-xl font-bold">21×</p>
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+ </div>
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+ <div>
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+ <p class="text-gray-400">High Estimate</p>
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+ <p class="text-xl font-bold text-green-400">33×</p>
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+ </div>
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+ </div>
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+ <div class="mt-4">
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+ <p class="text-gray-400">Confidence: <span class="font-bold">50%</span></p>
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+ <div class="w-full bg-gray-700 rounded-full h-2.5 mt-1">
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+ <div class="bg-yellow-400 h-2.5 rounded-full" style="width: 50%"></div>
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+ </div>
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+ </div>
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+ </div>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4 h-64">
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+ <h3 class="font-bold mb-2">Evidence Transactions</h3>
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+ <div class="overflow-y-auto h-40">
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+ <p class="text-gray-400">No evidence transactions identified</p>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <!-- Insurance Module -->
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+ <div id="insuranceModule" class="glass-morphism p-6 rounded-xl hidden">
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+ <h2 class="text-2xl font-bold mb-4">Insurance Exposure Analysis</h2>
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+ <div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-4">
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4">
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+ <h3 class="font-bold mb-2">Insured Value Estimate</h3>
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+ <div class="grid grid-cols-3 gap-2 text-center">
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+ <div>
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+ <p class="text-gray-400">Low</p>
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+ <p class="text-xl font-bold text-red-400">$0</p>
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+ </div>
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+ <div>
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+ <p class="text-gray-400">Mid</p>
233
+ <p class="text-xl font-bold">$0</p>
234
+ </div>
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+ <div>
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+ <p class="text-gray-400">High</p>
237
+ <p class="text-xl font-bold text-green-400">$0</p>
238
+ </div>
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+ </div>
240
+ </div>
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+ <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">
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+ <p class="text-xl font-bold">0%</p>
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+ <p class="text-sm text-gray-400">Based on 0 historical claims</p>
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+ </div>
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+ </div>
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+ </div>
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+ <div class="bg-black bg-opacity-30 rounded-lg p-4">
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+ <h3 class="font-bold mb-2">Identified Policies</h3>
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+ <div class="overflow-y-auto h-40">
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+ <p class="text-gray-400">No insurance policies identified</p>
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+ </div>
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+ </div>
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+ </div>
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+
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>
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+ <div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-4">
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+ <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>
enterprise.html CHANGED
@@ -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="elite-tax-workspace.html" class="hover:text-green-400 transition">Elite Workspace</a>
 
 
53
  <a href="enterprise.html" class="text-green-400 font-medium">Enterprise</a>
54
- <a href="#" class="hover:text-green-400 transition">Support</a>
55
- </div>
 
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
index.html CHANGED
@@ -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="elite-tax-workspace.html" class="hover:text-green-400 transition">Elite Workspace</a>
 
48
  <a href="enterprise.html" class="hover:text-green-400 transition">Enterprise</a>
49
- <a href="#" class="hover:text-green-400 transition">Support</a>
50
- </div>
 
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