Tax Practice AI - Active Backlog
Current priorities and active work items
Last updated: 2025-12-31 (v0.15 - S13 Complete, 72% progress)
Current Focus: V1 Back-Office AI Companion
Status: Requirements Complete, Implementation In Progress
Target: January 2025 deployment for Tax Season 2025
V1 deploys as a back-office companion tool - staff use AI analysis alongside existing workflows without disrupting clients.
V1 Scope
| Feature |
Status |
Description |
| Quick Client Entry |
Defined |
Minimal form: name, tax year, legacy account link |
| Drag-Drop Upload |
Defined |
Upload documents directly into viewer |
| Folder Import |
Defined |
Import folder with 3-pane workspace (see MTG-009) |
| AI Classification |
Defined |
Automatic document type identification |
| AI Analysis |
Defined |
Prior year comparison, anomaly detection, missing docs |
| Q&A Assistant |
Defined |
Ask questions during review with source citations |
| Annotations |
Defined |
Notes, flags, questions on documents |
| Worksheet Export |
Defined |
PDF/Excel with full source citations |
| S3 Fallback |
Defined |
AI works when cloud storage unavailable |
V1 Documentation
V1 Testing
- BDD feature files created (Gherkin syntax)
- 16 BDD scenarios passing (quick client, document upload)
- Test data generator available:
python scripts/generate_test_data.py
- Sample documents generated: W-2s, 1099s, bank statements, receipts, CSVs
V1 Philosophy
Augment, don't replace. Zero client disruption.
- Clients continue using SmartVault for uploads
- UltraTax remains the tax prep tool
- Legacy system remains source of truth
- New account numbers prefixed with 'A' (pending client confirmation)
P0 Blockers (Pre-Production)
Total Items: 4 remaining (Security: 0, Compliance: 4)
Total Effort: ~22 hours remaining
See TECH_DEBT.md for full details on each item.
Quick Wins - ✅ COMPLETE (2025-12-31)
| ID |
Issue |
Status |
| SEC-003 |
Missing security headers |
✅ Done |
| SEC-005 |
ORDER BY SQL injection risk |
✅ Done |
| SEC-006 |
CORS overly permissive |
✅ Done |
XSS Fixes - ✅ COMPLETE (2025-12-31)
| ID |
Issue |
Status |
| SEC-001 |
XSS via template injection |
✅ Done |
| SEC-002 |
dangerouslySetInnerHTML |
✅ Done |
Access Control - ✅ COMPLETE (2025-12-31)
| ID |
Issue |
Status |
| SEC-007 |
Missing role enforcement |
✅ Done |
| COMP-005 |
Account lockout missing |
✅ Done |
Audit Logging - ✅ COMPLETE (2025-12-31)
| ID |
Issue |
Status |
| COMP-003 |
Auth events not logged |
✅ Done |
| COMP-004 |
Access not logged |
✅ Done |
Consent System (6 hrs)
| ID |
Issue |
Effort |
| COMP-001 |
AI processing consent missing |
4 hrs |
| COMP-002 |
E-filing consent not enforced |
2 hrs |
New Workflows (16 hrs)
| ID |
Issue |
Effort |
| COMP-007 |
COI checks missing |
8 hrs |
| COMP-008 |
Form 2848 POA missing |
8 hrs |
Data Protection - ✅ COMPLETE (2025-01-01)
| ID |
Issue |
Status |
| COMP-006 |
Field encryption |
✅ Done |
Active Technical Debt
Priority items requiring attention. Full tracking in TECH_DEBT.md.
| ID |
Description |
Priority |
Status |
| TD-020 |
E-Filing Schema Alignment (Mock → Production) |
P1 |
Not Started |
| TD-006 |
Placeholder and Assumption Audit |
P1 |
In Progress |
| TD-011 |
Database Schema Consolidation |
P1 |
Not Started |
| TD-012 |
Deploy Tax Skills for Chat |
P1 |
Not Started |
| TD-013 |
Identify Structured AI Request Types |
P1 |
Not Started |
| TD-004 |
UAT Script Creation |
P1 |
Not Started |
| TD-001 |
Java Build Configuration |
P2 |
Not Started |
Recently Completed: TD-018 (hardcoded config), TD-021 (timezone bug), TD-022 (enum consolidation)
Meeting Items (2024-12-29 Call with Spyros)
Source: Google Doc
New V1 Features
| ID |
Description |
Priority |
Notes |
| MTG-001 |
Document Readiness Indicator |
P1 |
Display when all required docs received for return |
| MTG-002 |
Department/Firm Tracking |
P2 |
Add department field to track client's accounting firm |
| MTG-003 |
New Document Analysis Trigger |
P1 |
Verify new doc upload auto-triggers return analysis |
| MTG-004 |
Business Client Flag |
P1 |
Flag client as business, capture business-specific details |
| MTG-005 |
Document Type Visibility |
P1 |
Fix inconsistent document type display in UI |
| MTG-006 |
Status Override Capability |
P1 |
All processing statuses must have manual override |
| MTG-007 |
Client Summary Card |
P1 |
Third card showing key data from most recent return |
| MTG-009 |
Client Creation via Folder Import |
P1 |
Pre-populate client dialog, 3-pane workspace layout |
Internal System Updates (Don)
| ID |
Description |
Priority |
Notes |
| MTG-D02 |
Demo Update |
P1 |
Update demo to reflect new functionality |
| MTG-D03 |
User Management Settings |
P2 |
Add settings page to manage users |
| MTG-D04 |
Account Number Simplification |
P1 |
Simple sequential numbering with configurable start |
Items Tracked Elsewhere
| Meeting Item |
Tracked As |
Location |
| #8 Batch Processing + "Process Now" |
PRICE-001 |
ROADMAP.md |
| #10 Tax Rules Deployment |
TD-012 |
TECH_DEBT.md |
| #11 Missing Item Identification |
TD-013 |
TECH_DEBT.md |
| #12 Action Logging |
COMP-003/004 |
TECH_DEBT.md |
| #13 Document Intake Analysis (MD) |
OPT-001 |
ROADMAP.md |
| #14 Multi-Document PDF Splitting |
DOC-003 |
ROADMAP.md |
| Don #1 UI Test Coverage |
TD-004 |
TECH_DEBT.md |
Next Sequences
| Sequence |
Description |
Status |
| S14 |
Extensions |
Next |
| S15 |
Year-End Processing |
Planned |
| S16 |
Multi-State |
Planned |
| S17 |
Business Entities |
Planned |
| S18 |
Advanced Reporting |
Planned |
See USER_STORIES.md for detailed story breakdowns.
See ROADMAP.md for post-V1 features.
Document Sync Reminder
When updating progress, also update:
- docs/STATUS.yaml - Single source of truth for progress metrics
- Run python scripts/update_status.py to propagate changes
Notes
For historical context (completed phases, resolved decisions), see COMPLETED.md