{ "schema": "pleasantworks-specs-capabilities/v1", "as_of": "2026-10-12", "package_version": "3.1.11", "source_archive_sha256": "8b2652182bb9bef38442fbcb5f8dde8d0dd7748e86c1534c6e21c2527b67dd57", "coverage_statement": "Selected end-to-end scenarios, not exhaustive product or command coverage.", "counts": { "effective_native_commands": 189, "workpapers": 15, "preparation_packs": 5, "registered_form_ids": 171, "mapped_year_subsets": 29, "source_files": 1698, "python_modules": 305 }, "capabilities": [ { "id": "native-books", "group": "Accounting", "name": "Invoices, bills and recorded payments", "implementation": "implemented", "evidence": "demo", "behavior": "Draft obligations, independent posting, settlements, receivables/payables and exact-cent reports.", "limit": "Records completed financial events; does not send money or invoices.", "source": [ "native_books/ledger.py", "native_books/base17.py", "native_books/settlement_ops.py" ] }, { "id": "reconciliation", "group": "Accounting", "name": "Bank reconciliation and period close", "implementation": "implemented", "evidence": "demo", "behavior": "Import a statement, match bank movements, independently review and close/reopen periods.", "limit": "Supplied fictional statements and completeness assertions; no live bank feed.", "source": [ "native_books/recon.py", "native_books/trust25.py" ] }, { "id": "financial-reports", "group": "Accounting", "name": "Financial reports and ledger controls", "implementation": "implemented", "evidence": "demo", "behavior": "Trial balance, cash, AR/AP, revenue, expenses, profit and subledger consistency checks.", "limit": "Reports reflect recorded entries; checks do not certify that every business fact was supplied.", "source": [ "native_books/base17.py" ] }, { "id": "purchasing", "group": "Inventory", "name": "Purchasing and supplier matching", "implementation": "implemented", "evidence": "demo", "behavior": "Reviewed purchase orders, partial receipts, matched supplier bills, variance and supplier returns.", "limit": "Purchase/payment records do not place orders or instruct a bank.", "source": [ "native_books/purchasing31.py" ] }, { "id": "stock", "group": "Inventory", "name": "FIFO stock, reservations and locations", "implementation": "implemented", "evidence": "demo", "behavior": "Receipts, reservations, material issues, customer returns, supplier returns, counts and location balances.", "limit": "Single-entity USD accrual profile; quantities support up to three decimal places. Separate prior fractional tests extend the fixed demo fixture.", "source": [ "native_books/inventory31.py" ] }, { "id": "margins", "group": "Inventory", "name": "Job and product costs and margins", "implementation": "implemented", "evidence": "demo", "behavior": "Material assignments, job costs, revenue attribution and job/product margin reports.", "limit": "The selected run demonstrates one job fixture; source supports broader budgets/completeness paths.", "source": [ "native_books/jobcost31.py" ] }, { "id": "tax-bridge", "group": "Tax", "name": "Reviewed service-business tax bridge", "implementation": "implemented", "evidence": "demo", "behavior": "Closed books, supplied timing/classification adjustments, distinct reviewer and internal specialist handoff.", "limit": "US federal service sole proprietor or qualifying SMLLC; internal 2025/2026 pack, no final 2026 form mapping asserted. Inventory, employees, foreign activity, assets, home office, carryforwards, method changes and special positions require specialist handling.", "source": [ "native_books/assurance27.py", "native_books/operations.py" ] }, { "id": "workpapers", "group": "Tax", "name": "15 accounting and tax workpapers", "implementation": "implemented", "evidence": "demo", "behavior": "Source/ledger-bound deterministic schedules, independent review/export and three recognition draft bridges. All 15 kinds now have individual source/review/export demonstrations in Demo library.", "limit": "The main scenario does not exercise all 15 schedules; recognition review does not post a journal.", "source": [ "native_books/workpapers314.py", "native_books/accounting314.py" ], "demo_library": "15 workpapers" }, { "id": "form-packs", "group": "Tax", "name": "5 form-preparation packs and form catalog", "implementation": "implemented", "evidence": "demo", "behavior": "Internal carryforward, COGS, contractor NEC, payroll reconciliation and Schedule C outputs. All five packs now have individual native source/review/export demonstrations; chosen source years follow mapped fields.", "limit": "171 registered identifiers and 29 mapped-year subsets describe a catalog, not 171 complete tax calculators or filing support.", "source": [ "native_books/forms315.py", "native_books/form_packs315.py", "native_books/form_registry315.py" ], "demo_library": "5 form packs" }, { "id": "return-filing", "group": "Tax", "name": "Complete tax return and government filing", "implementation": "unavailable", "evidence": "guard", "behavior": "Filing submission is explicitly refused; current outputs are internal workpapers.", "limit": "No complete tax-liability engine, official return generation or tax-authority transmission. Outside the agreed workpaper/handoff scope.", "source": [ "native_books/operations.py" ], "demo_library": "filing-guard" }, { "id": "text-intake", "group": "Documents", "name": "Resumable upload, AV and text extraction", "implementation": "implemented", "evidence": "demo", "behavior": "Separate text-intake run: upload replay, quarantine, real ClamAV, native worker extraction, reviewed bill and workpaper.", "limit": "Requires a configured real scanner. Document instructions remain source content and grant no posting authority.", "source": [ "native_books/uploads26.py", "controls/vault.py", "native_books/processing.py", "native_books/intake.py" ] }, { "id": "pdf-ocr", "group": "Documents", "name": "Isolated PDF and image OCR intake", "implementation": "implemented", "evidence": "blocked", "behavior": "Pinned no-network PDF/OCR adapters and reviewed evidence contracts exist in the repository.", "limit": "Current full HTTP pipeline is blocked: isolated VM unpack failed as free disk fell to 74 MiB. Earlier PDF/OCR component benchmarks are separate historical evidence; current real PDF/image probes wait for missing adapters.", "source": [ "controls/vault.py", "native_books/intake.py" ] }, { "id": "source-review", "group": "Documents", "name": "Reviewed source packets and corrections", "implementation": "implemented", "evidence": "demo", "behavior": "Retained original, literal fields or reviewed transcription, version-bound packets and stale replacement paths.", "limit": "Source extraction alone does not approve accounting classifications or final calculations.", "source": [ "native_books/documents314.py", "native_books/accounting314.py", "native_books/workflow318.py" ], "demo_library": "source-correction" }, { "id": "practice", "group": "Firm work", "name": "Monthly plans, teams and tracked handoff", "implementation": "implemented", "evidence": "demo", "behavior": "Practice templates, plans, jobs, teams, questions, readiness and recorded handoff.", "limit": "Broader repository workflows; no real recurring client delivery or recipient acknowledgment demonstrated here.", "source": [ "native_books/practice29.py", "ops30/recurrence.py" ], "demo_library": "practice" }, { "id": "workflow", "group": "Firm work", "name": "Tracked requirements, reconciliation and specialists", "implementation": "implemented", "evidence": "demo", "behavior": "Defined requirements, assignments, completion, correction chains and specialist-report bindings.", "limit": "Task completion cannot replace journal posting, period close or professional approval.", "source": [ "native_books/workflow317.py", "native_books/workflow318.py" ], "demo_library": "tracked-work" }, { "id": "subledgers", "group": "Accounting", "name": "Processor funds, credits, FX and payroll entries", "implementation": "implemented", "evidence": "demo", "behavior": "Bounded pending/reserve/payout/return, credit, FX and payroll-accounting paths.", "limit": "Not exercised by the selected core run; no payroll execution, withholding completeness or processor integration.", "source": [ "native_books/funds.py", "native_books/credits.py", "native_books/domains.py" ], "demo_library": "settlement" }, { "id": "access", "group": "Platform", "name": "Book grants and reviewer separation", "implementation": "implemented", "evidence": "demo", "behavior": "Explicit book capabilities, roles, expiry, CSRF, host/origin checks and stale-source guards.", "limit": "Demo actor selection uses fictional principals. Repository password/TOTP identity was tested separately; the visible demo does not perform real MFA.", "source": [ "native_books/access25.py", "ops30/identity.py", "ops30/app.py" ], "demo_library": "access-guards" }, { "id": "recovery", "group": "Platform", "name": "Exports, encrypted backup and recovery", "implementation": "implemented", "evidence": "demo", "behavior": "Core book ZIP exports verify in the demo; stopped-state encrypted backup/restore passes native report parity.", "limit": "File-state backup covers SQLite; PostgreSQL also requires database recovery. Password/key custody and deployment recovery remain operator acceptance work.", "source": [ "native_books/portability25.py", "controls/recovery.py", "ops30/recovery.py" ], "demo_library": "export-recovery" }, { "id": "postgres", "group": "Platform", "name": "PostgreSQL runtime and tenant RLS", "implementation": "implemented", "evidence": "separate", "behavior": "Complete selected core scenario runs on PostgreSQL, with verified-TLS browser reads and reviewer mutations.", "limit": "Separate local rehearsal; cluster stopped after testing. This URL runs SQLite. Full PostgreSQL intake worker/load profile remains open.", "source": [ "foundation28/pgstore.py", "foundation28/migration.py" ] }, { "id": "statistics", "group": "Platform", "name": "Persistent demo statistics and session rotation", "implementation": "companion", "evidence": "demo", "behavior": "Run/check history, actor commands, expected guard refusals, other refusals, errors, timings and remaining session capacity.", "limit": "30 core runs per session. Full sessions preserve history/downloads on restart; --new-session starts another without deleting the old one. Historical telemetry stays unclassified.", "source": [ "companion/server.py", "companion/launcher.py" ] }, { "id": "jev", "group": "Optional", "name": "Jev advisory and tracked provider work", "implementation": "implemented", "evidence": "disabled", "behavior": "Source contains bounded requests, exact disclosure approval, cost/usage and provider work controls. Demo library exercises native built-in synthetic advisory/review only; zero live provider calls.", "limit": "Not connected or enabled in this demo. Named fake-provider tests do not establish live provider acceptance.", "source": [ "native_books/jev316.py", "jev316/provider.py" ], "demo_library": "jev-synthetic" }, { "id": "research", "group": "Optional", "name": "Official reference research", "implementation": "implemented", "evidence": "source", "behavior": "Separate public-source reference and knowledge tooling.", "limit": "No research/provider run here; reference retrieval does not activate a tax rule or authorize disclosure of client records.", "source": [ "foundation28/official.py", "foundation28/knowledge.py" ] }, { "id": "admission", "group": "Service", "name": "Genuine client onboarding and commercial delivery", "implementation": "external", "evidence": "outside", "behavior": "Commercial product, signed scope/fees, billing, support and delivery must be connected to the exact native book.", "limit": "Genuine accounting admission and recipient acknowledgment remain incomplete; the source import and demo do not create an active service.", "source": [ "commercial/native admission gap E84" ] }, { "id": "deployment", "group": "Service", "name": "Production deployment and independent acceptance", "implementation": "external", "evidence": "outside", "behavior": "Target identity, host/network, key/object custody, retention, incident response and professional/security review.", "limit": "No production or independent accountant/security acceptance has been granted. No target deployment occurs from this page.", "source": [ "ops31/verification.py", "deploy/foundation28/topology.json" ], "demo_library": "deployment-guard" } ], "workpapers": [ { "id": "bank_reconciliation", "output": "Statement/reconciliation support", "limit": "No automatic matching of arbitrary bank layouts." }, { "id": "close", "output": "Close readiness checklist", "limit": "Does not itself lock or reopen a period." }, { "id": "book_tax", "output": "Permanent/temporary adjustment bridge", "limit": "Adjusted book profit is not final taxable income or tax due." }, { "id": "sales_tax", "output": "Sales-tax liability reconciliation", "limit": "No nationwide nexus, rate, taxability or transmission engine." }, { "id": "contractor_1099", "output": "NEC payment classification/threshold", "limit": "No TIN verification, complete MISC support or recipient delivery." }, { "id": "asset_register", "output": "Straight-line book depreciation", "limit": "No MACRS, elections, bonus or recapture engine." }, { "id": "payroll_tieout", "output": "Gross/net and ledger tie-out", "limit": "No payroll execution or remittance." }, { "id": "inventory_tax", "output": "Inventory book/tax COGS bridge", "limit": "No inventory election or eligibility determination." }, { "id": "financial_reporting", "output": "Statements and trial-balance workpaper", "limit": "No financial-statement assurance." }, { "id": "entity_equity", "output": "Equity rollforward", "limit": "Not shareholder/partner tax basis." }, { "id": "prepaids", "output": "Monthly expense recognition", "limit": "Bounded monthly policy; independent posting still required." }, { "id": "deferred_revenue", "output": "Monthly revenue recognition", "limit": "Not full revenue-standard coverage." }, { "id": "loan_schedule", "output": "Fixed-rate monthly amortization", "limit": "No variable/irregular servicing." }, { "id": "multi_state", "output": "Jurisdiction obligation register", "limit": "No automatic nexus/apportionment engine." }, { "id": "tax_notice", "output": "Notice status and supplied due dates", "limit": "No automatically determined legal deadline or submitted response." } ], "form_packs": [ { "id": "carryforward", "output": "Prior-year rollforward", "declared_years": "2025, 2026" }, { "id": "cogs", "output": "Inventory \u2192 COGS workpaper", "declared_years": "2025, 2026" }, { "id": "contractor_nec", "output": "Contractor payments \u2192 NEC workpaper", "declared_years": "2025, 2026" }, { "id": "payroll_reconciliation", "output": "W-2 / W-3 / 941 reconciliation", "declared_years": "2025, 2026" }, { "id": "schedule_c", "output": "Income, COGS and expense workpaper", "declared_years": "2025" } ], "profile": { "currency": "USD", "book_basis": "accrual", "inventory_method": "FIFO", "stock_quantity_decimals": 3, "default_backend": "encrypted SQLite", "native_session_hours": 1, "principal_hours": 24, "core_runs_per_session": 30, "upload_mib": 4, "chunk_kib": 256 }, "tax_scope": "Existing internal workpapers and specialist handoff; no complete return preparation/filing", "evidence": "Dated local fictional execution; not production or professional acceptance", "command_families": { "access": 3, "account": 1, "accounting": 4, "assurance": 4, "book": 3, "business": 4, "consolidation": 2, "credit": 3, "document": 2, "employee": 1, "evidence": 1, "filing": 3, "flow": 31, "forms": 11, "funds": 10, "fx": 3, "intake": 5, "jev": 10, "journal": 4, "lifecycle": 1, "liquidity": 1, "migration": 3, "onboarding": 7, "party": 1, "payroll": 2, "period": 3, "portability": 4, "practice": 13, "purchase": 8, "reconciliation": 2, "settlement": 1, "statement": 1, "stock": 15, "trust": 15, "work": 6, "year_close": 1 }, "command_catalog": [ { "operation": "access.grant", "dispatch_roles": [ "administrator", "security" ], "effective_handler": "access_grant", "source": "native_books/ledger.py", "line": 65 }, { "operation": "access.initialize", "dispatch_roles": [ "administrator", "security" ], "effective_handler": "access_initialize", "source": "native_books/ledger.py", "line": 61 }, { "operation": "access.revoke", "dispatch_roles": [ "administrator", "security" ], "effective_handler": "access_revoke", "source": "native_books/ledger.py", "line": 69 }, { "operation": "account.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "account_create", "source": "native_books/base17.py", "line": 152 }, { "operation": "accounting.workpaper.export", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "accounting_workpaper_export", "source": "native_books/accounting314.py", "line": 336 }, { "operation": "accounting.workpaper.journal.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "accounting_workpaper_journal_prepare", "source": "native_books/accounting314.py", "line": 343 }, { "operation": "accounting.workpaper.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "accounting_workpaper_prepare", "source": "native_books/accounting314.py", "line": 286 }, { "operation": "accounting.workpaper.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "accounting_workpaper_review", "source": "native_books/accounting314.py", "line": 324 }, { "operation": "assurance.tax.prepare", "dispatch_roles": [ "preparer" ], "effective_handler": "assurance_tax_prepare", "source": "native_books/assurance27.py", "line": 190 }, { "operation": "assurance.tax.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "assurance_tax_review", "source": "native_books/assurance27.py", "line": 249 }, { "operation": "assurance.validation.create", "dispatch_roles": [ "preparer" ], "effective_handler": "assurance_validation_create", "source": "native_books/assurance27.py", "line": 89 }, { "operation": "assurance.validation.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "assurance_validation_review", "source": "native_books/assurance27.py", "line": 120 }, { "operation": "book.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "book_create", "source": "native_books/ledger.py", "line": 174 }, { "operation": "book.create_related", "dispatch_roles": [ "reviewer" ], "effective_handler": "book_related", "source": "native_books/operations.py", "line": 15 }, { "operation": "book.upgrade", "dispatch_roles": [ "reviewer" ], "effective_handler": "book_upgrade", "source": "native_books/ledger.py", "line": 189 }, { "operation": "business.job.allocate.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "business_job_allocate_prepare", "source": "native_books/jobcost31.py", "line": 223 }, { "operation": "business.job.allocate.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "business_job_allocate_review", "source": "native_books/jobcost31.py", "line": 243 }, { "operation": "business.job.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "business_job_create", "source": "native_books/jobcost31.py", "line": 147 }, { "operation": "business.job.update", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "business_job_update", "source": "native_books/jobcost31.py", "line": 176 }, { "operation": "consolidation.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "consolidation_prepare", "source": "native_books/operations.py", "line": 43 }, { "operation": "consolidation.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "consolidation_review", "source": "native_books/onboarding.py", "line": 266 }, { "operation": "credit.apply.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "credit_apply", "source": "native_books/credits.py", "line": 66 }, { "operation": "credit.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "credit_prepare", "source": "native_books/credits.py", "line": 35 }, { "operation": "credit.refund.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "credit_refund", "source": "native_books/credits.py", "line": 77 }, { "operation": "document.from_work", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "document_from_work", "source": "native_books/operations.py", "line": 173 }, { "operation": "document.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "document_prepare", "source": "native_books/base17.py", "line": 241 }, { "operation": "employee.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "employee_create", "source": "native_books/domains.py", "line": 157 }, { "operation": "evidence.register", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "evidence_register", "source": "native_books/funds.py", "line": 11 }, { "operation": "filing.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "filing_prepare", "source": "native_books/operations.py", "line": 77 }, { "operation": "filing.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "filing_review", "source": "native_books/operations.py", "line": 88 }, { "operation": "filing.submit", "dispatch_roles": [ "reviewer" ], "effective_handler": "filing_submit", "source": "native_books/operations.py", "line": 95 }, { "operation": "flow.authorization.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_authorization_prepare", "source": "native_books/workflow317.py", "line": 413 }, { "operation": "flow.authorization.read", "dispatch_roles": [ "owner", "preparer", "reviewer", "worker" ], "effective_handler": "flow_authorization_read", "source": "native_books/workflow317.py", "line": 423 }, { "operation": "flow.authorization.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_authorization_review", "source": "native_books/workflow317.py", "line": 427 }, { "operation": "flow.authorization.revoke", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_authorization_revoke", "source": "native_books/workflow317.py", "line": 435 }, { "operation": "flow.budget.configure", "dispatch_roles": [ "administrator", "security" ], "effective_handler": "flow_budget_configure", "source": "native_books/workflow317.py", "line": 460 }, { "operation": "flow.budget.read", "dispatch_roles": [ "administrator", "security" ], "effective_handler": "flow_budget_read", "source": "native_books/workflow317.py", "line": 487 }, { "operation": "flow.case.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_case_read", "source": "native_books/workflow318.py", "line": 389 }, { "operation": "flow.catalog.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_catalog_read", "source": "native_books/workflow317.py", "line": 130 }, { "operation": "flow.profile.apply", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_profile_apply", "source": "native_books/workflow318.py", "line": 186 }, { "operation": "flow.profile.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_profile_prepare", "source": "native_books/workflow317.py", "line": 370 }, { "operation": "flow.profile.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_profile_read", "source": "native_books/workflow317.py", "line": 385 }, { "operation": "flow.profile.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_profile_review", "source": "native_books/workflow317.py", "line": 389 }, { "operation": "flow.queue.read", "dispatch_roles": [ "worker" ], "effective_handler": "flow_queue_read", "source": "native_books/workflow317.py", "line": 508 }, { "operation": "flow.queue.recover", "dispatch_roles": [ "worker" ], "effective_handler": "flow_queue_recover", "source": "native_books/workflow317.py", "line": 524 }, { "operation": "flow.reconciliation.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_reconciliation_prepare", "source": "native_books/workflow317.py", "line": 326 }, { "operation": "flow.reconciliation.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_reconciliation_read", "source": "native_books/workflow317.py", "line": 332 }, { "operation": "flow.reconciliation.reopen", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_reconciliation_reopen", "source": "native_books/workflow318.py", "line": 260 }, { "operation": "flow.reconciliation.resolve", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_reconciliation_resolve", "source": "native_books/workflow317.py", "line": 348 }, { "operation": "flow.reconciliation.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_reconciliation_review", "source": "native_books/workflow318.py", "line": 269 }, { "operation": "flow.requirement.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_requirement_prepare", "source": "native_books/workflow318.py", "line": 214 }, { "operation": "flow.requirement.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_requirement_read", "source": "native_books/workflow318.py", "line": 224 }, { "operation": "flow.requirement.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_requirement_review", "source": "native_books/workflow318.py", "line": 243 }, { "operation": "flow.task.accept", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_task_accept", "source": "native_books/workflow317.py", "line": 184 }, { "operation": "flow.task.assign", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_task_assign", "source": "native_books/workflow317.py", "line": 226 }, { "operation": "flow.task.cancel", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_task_cancel", "source": "native_books/workflow317.py", "line": 297 }, { "operation": "flow.task.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_task_read", "source": "native_books/workflow317.py", "line": 176 }, { "operation": "flow.task.reopen", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "flow_task_reopen", "source": "native_books/workflow317.py", "line": 291 }, { "operation": "flow.task.retarget", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_task_retarget", "source": "native_books/workflow318.py", "line": 305 }, { "operation": "flow.task.retarget_review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_task_retarget_review", "source": "native_books/workflow318.py", "line": 320 }, { "operation": "flow.task.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "flow_task_review", "source": "native_books/workflow317.py", "line": 280 }, { "operation": "flow.task.submit", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "flow_task_submit", "source": "native_books/workflow317.py", "line": 273 }, { "operation": "forms.case.add", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "forms_case_add", "source": "native_books/forms315.py", "line": 134 }, { "operation": "forms.case.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "forms_case_create", "source": "native_books/forms315.py", "line": 128 }, { "operation": "forms.case.expect", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "forms_case_expect", "source": "native_books/workflow318.py", "line": 205 }, { "operation": "forms.case.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "forms_case_read", "source": "native_books/forms315.py", "line": 196 }, { "operation": "forms.pack.export", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "forms_pack_export", "source": "native_books/forms315.py", "line": 345 }, { "operation": "forms.pack.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "forms_pack_prepare", "source": "native_books/forms315.py", "line": 266 }, { "operation": "forms.pack.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "forms_pack_review", "source": "native_books/forms315.py", "line": 333 }, { "operation": "forms.registry.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "forms_registry_read", "source": "native_books/forms315.py", "line": 100 }, { "operation": "forms.source.export", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "forms_source_export", "source": "native_books/forms315.py", "line": 261 }, { "operation": "forms.source.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "forms_source_prepare", "source": "native_books/forms315.py", "line": 199 }, { "operation": "forms.source.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "forms_source_review", "source": "native_books/forms315.py", "line": 248 }, { "operation": "funds.cancel", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_cancel", "source": "native_books/funds.py", "line": 56 }, { "operation": "funds.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_create", "source": "native_books/funds.py", "line": 28 }, { "operation": "funds.expectation", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_expectation", "source": "native_books/settlement_ops.py", "line": 20 }, { "operation": "funds.followup", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "funds_followup", "source": "native_books/settlement_ops.py", "line": 26 }, { "operation": "funds.hold", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "funds_hold", "source": "native_books/funds.py", "line": 63 }, { "operation": "funds.payout.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_payout", "source": "native_books/funds.py", "line": 159 }, { "operation": "funds.receipt.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_receipt", "source": "native_books/funds.py", "line": 156 }, { "operation": "funds.release.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_release", "source": "native_books/funds.py", "line": 158 }, { "operation": "funds.reserve.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_reserve", "source": "native_books/funds.py", "line": 157 }, { "operation": "funds.return.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "funds_return", "source": "native_books/funds.py", "line": 201 }, { "operation": "fx.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "fx_prepare", "source": "native_books/domains.py", "line": 121 }, { "operation": "fx.remeasure.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "fx_remeasure", "source": "native_books/domains.py", "line": 149 }, { "operation": "fx.settle.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "fx_settle", "source": "native_books/domains.py", "line": 135 }, { "operation": "intake.analyze.enqueue", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "intake_analyze_enqueue", "source": "native_books/accounting314.py", "line": 124 }, { "operation": "intake.analyze.reprocess", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "intake_analyze_reprocess", "source": "native_books/accounting314.py", "line": 132 }, { "operation": "intake.packet.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "intake_packet_prepare", "source": "native_books/accounting314.py", "line": 165 }, { "operation": "intake.packet.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "intake_packet_review", "source": "native_books/accounting314.py", "line": 203 }, { "operation": "intake.transcribe", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "intake_transcribe", "source": "native_books/accounting314.py", "line": 150 }, { "operation": "jev.catalog.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "jev_catalog_read", "source": "native_books/jev316.py", "line": 75 }, { "operation": "jev.plan.approve_egress", "dispatch_roles": [ "reviewer" ], "effective_handler": "jev_plan_approve_egress", "source": "native_books/jev316.py", "line": 184 }, { "operation": "jev.plan.cancel", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "jev_plan_cancel", "source": "native_books/jev316.py", "line": 267 }, { "operation": "jev.plan.claim", "dispatch_roles": [ "worker" ], "effective_handler": "jev_plan_claim", "source": "native_books/jev316.py", "line": 207 }, { "operation": "jev.plan.complete", "dispatch_roles": [ "worker" ], "effective_handler": "jev_plan_complete", "source": "native_books/jev316.py", "line": 238 }, { "operation": "jev.plan.fail", "dispatch_roles": [ "worker" ], "effective_handler": "jev_plan_fail", "source": "native_books/jev316.py", "line": 248 }, { "operation": "jev.plan.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "jev_plan_prepare", "source": "native_books/jev316.py", "line": 117 }, { "operation": "jev.plan.read", "dispatch_roles": [ "owner", "preparer", "reviewer", "worker" ], "effective_handler": "jev_plan_read", "source": "native_books/jev316.py", "line": 170 }, { "operation": "jev.plan.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "jev_plan_review", "source": "native_books/jev316.py", "line": 255 }, { "operation": "jev.plan.simulate", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "jev_plan_simulate", "source": "native_books/jev316.py", "line": 197 }, { "operation": "journal.post", "dispatch_roles": [ "reviewer" ], "effective_handler": "journal_post", "source": "native_books/ledger.py", "line": 260 }, { "operation": "journal.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "journal_prepare", "source": "native_books/ledger.py", "line": 195 }, { "operation": "journal.reject", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "journal_reject", "source": "native_books/base17.py", "line": 225 }, { "operation": "journal.reverse", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "journal_reverse", "source": "native_books/base17.py", "line": 231 }, { "operation": "lifecycle.reverse", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "lifecycle_reverse", "source": "native_books/ledger.py", "line": 291 }, { "operation": "liquidity.record", "dispatch_roles": [ "reviewer" ], "effective_handler": "liquidity_record", "source": "native_books/funds.py", "line": 239 }, { "operation": "migration.cutover", "dispatch_roles": [ "reviewer" ], "effective_handler": "migration_cutover", "source": "native_books/migration25.py", "line": 100 }, { "operation": "migration.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "migration_review", "source": "native_books/migration25.py", "line": 77 }, { "operation": "migration.stage", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "migration_stage", "source": "native_books/migration25.py", "line": 13 }, { "operation": "onboarding.cancel", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "onboarding_cancel", "source": "native_books/onboarding.py", "line": 175 }, { "operation": "onboarding.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "onboarding_create", "source": "native_books/onboarding.py", "line": 140 }, { "operation": "onboarding.group.prepare", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "onboarding_group_prepare", "source": "native_books/onboarding.py", "line": 236 }, { "operation": "onboarding.payroll.prepare", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "onboarding_payroll_prepare", "source": "native_books/onboarding.py", "line": 190 }, { "operation": "onboarding.return", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "onboarding_return", "source": "native_books/onboarding.py", "line": 167 }, { "operation": "onboarding.save", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "onboarding_save", "source": "native_books/onboarding.py", "line": 150 }, { "operation": "onboarding.submit", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "onboarding_submit", "source": "native_books/onboarding.py", "line": 158 }, { "operation": "party.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "party_create", "source": "native_books/base17.py", "line": 167 }, { "operation": "payroll.payment.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "payroll_payment", "source": "native_books/domains.py", "line": 197 }, { "operation": "payroll.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "payroll_prepare", "source": "native_books/domains.py", "line": 172 }, { "operation": "period.close", "dispatch_roles": [ "reviewer" ], "effective_handler": "period_close", "source": "native_books/ledger.py", "line": 351 }, { "operation": "period.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "period_create", "source": "native_books/base17.py", "line": 160 }, { "operation": "period.reopen", "dispatch_roles": [ "reviewer" ], "effective_handler": "period_reopen", "source": "native_books/base17.py", "line": 466 }, { "operation": "portability.cancel", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "portability_cancel", "source": "native_books/portability319.py", "line": 208 }, { "operation": "portability.part", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "portability_part", "source": "native_books/portability319.py", "line": 186 }, { "operation": "portability.prepare", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "portability_prepare", "source": "native_books/portability319.py", "line": 79 }, { "operation": "portability.read", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "portability_read", "source": "native_books/portability319.py", "line": 181 }, { "operation": "practice.answer", "dispatch_roles": [ "owner" ], "effective_handler": "practice_answer", "source": "native_books/practice29.py", "line": 219 }, { "operation": "practice.answer.check", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_check_answer", "source": "native_books/practice29.py", "line": 235 }, { "operation": "practice.ask", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_ask", "source": "native_books/practice29.py", "line": 206 }, { "operation": "practice.assign", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_assign", "source": "native_books/practice29.py", "line": 189 }, { "operation": "practice.batch.create", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_batch_create", "source": "native_books/practice29.py", "line": 150 }, { "operation": "practice.deliver", "dispatch_roles": [ "reviewer" ], "effective_handler": "practice_deliver", "source": "native_books/practice29.py", "line": 306 }, { "operation": "practice.generate", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_generate", "source": "native_books/practice29.py", "line": 166 }, { "operation": "practice.plan.control", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_plan_control", "source": "native_books/practice29.py", "line": 155 }, { "operation": "practice.plan.create", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "practice_plan_create", "source": "native_books/practice29.py", "line": 129 }, { "operation": "practice.reopen", "dispatch_roles": [ "reviewer" ], "effective_handler": "practice_reopen", "source": "native_books/practice29.py", "line": 297 }, { "operation": "practice.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "practice_review", "source": "native_books/practice29.py", "line": 271 }, { "operation": "practice.start", "dispatch_roles": [ "preparer" ], "effective_handler": "practice_start", "source": "native_books/practice29.py", "line": 200 }, { "operation": "practice.submit", "dispatch_roles": [ "preparer" ], "effective_handler": "practice_submit", "source": "native_books/practice29.py", "line": 260 }, { "operation": "purchase.allowance.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_allowance_prepare", "source": "native_books/purchasing31.py", "line": 465 }, { "operation": "purchase.allowance.revise", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_allowance_revise", "source": "native_books/purchasing31.py", "line": 469 }, { "operation": "purchase.bill.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_bill_prepare", "source": "native_books/purchasing31.py", "line": 286 }, { "operation": "purchase.bill.revise", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_bill_revise", "source": "native_books/purchasing31.py", "line": 291 }, { "operation": "purchase.order.cancel", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "purchase_order_cancel", "source": "native_books/purchasing31.py", "line": 146 }, { "operation": "purchase.order.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_order_prepare", "source": "native_books/purchasing31.py", "line": 83 }, { "operation": "purchase.order.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "purchase_order_review", "source": "native_books/purchasing31.py", "line": 128 }, { "operation": "purchase.order.revise", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "purchase_order_revise", "source": "native_books/purchasing31.py", "line": 105 }, { "operation": "reconciliation.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "reconciliation_prepare", "source": "native_books/recon.py", "line": 59 }, { "operation": "reconciliation.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "reconciliation_review", "source": "native_books/recon.py", "line": 74 }, { "operation": "settlement.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "settlement_prepare", "source": "native_books/base17.py", "line": 304 }, { "operation": "statement.import", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "statement_import", "source": "native_books/base17.py", "line": 320 }, { "operation": "stock.bill.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_bill", "source": "native_books/purchasing31.py", "line": 357 }, { "operation": "stock.count.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_count", "source": "native_books/inventory31.py", "line": 540 }, { "operation": "stock.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_create", "source": "native_books/inventory31.py", "line": 167 }, { "operation": "stock.issue.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_issue", "source": "native_books/inventory31.py", "line": 439 }, { "operation": "stock.location.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_location_create", "source": "native_books/inventory31.py", "line": 140 }, { "operation": "stock.opening.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_opening", "source": "native_books/inventory31.py", "line": 315 }, { "operation": "stock.receive.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_receive", "source": "native_books/inventory31.py", "line": 294 }, { "operation": "stock.reserve.create", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_reserve_create", "source": "native_books/inventory31.py", "line": 395 }, { "operation": "stock.reserve.release", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_reserve_release", "source": "native_books/inventory31.py", "line": 417 }, { "operation": "stock.return.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_return", "source": "native_books/inventory31.py", "line": 505 }, { "operation": "stock.settings.save", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_settings_save", "source": "native_books/inventory31.py", "line": 81 }, { "operation": "stock.supplier_return.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_supplier_return", "source": "native_books/inventory31.py", "line": 565 }, { "operation": "stock.supplier_return.revise", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_supplier_return_revise", "source": "native_books/inventory31.py", "line": 570 }, { "operation": "stock.transfer.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_transfer", "source": "native_books/inventory31.py", "line": 527 }, { "operation": "stock.update", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "stock_update", "source": "native_books/inventory31.py", "line": 189 }, { "operation": "trust.correction.apply", "dispatch_roles": [ "reviewer" ], "effective_handler": "trust_correction_apply", "source": "native_books/trust25.py", "line": 145 }, { "operation": "trust.correction.propose", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "trust_correction_propose", "source": "native_books/trust25.py", "line": 127 }, { "operation": "trust.document.classify", "dispatch_roles": [ "reviewer" ], "effective_handler": "trust_document_classify", "source": "native_books/trust25.py", "line": 352 }, { "operation": "trust.economics.save", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "trust_economics_save", "source": "native_books/trust25.py", "line": 333 }, { "operation": "trust.effort.record", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "trust_effort_record", "source": "native_books/trust25.py", "line": 321 }, { "operation": "trust.export", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "trust_export", "source": "native_books/portability25.py", "line": 36 }, { "operation": "trust.issue.answer", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "trust_issue_answer", "source": "native_books/trust25.py", "line": 92 }, { "operation": "trust.issue.create", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "trust_issue_create", "source": "native_books/trust25.py", "line": 76 }, { "operation": "trust.issue.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "trust_issue_review", "source": "native_books/trust25.py", "line": 108 }, { "operation": "trust.preferences.save", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "trust_preferences_save", "source": "native_books/trust25.py", "line": 340 }, { "operation": "trust.profile.save", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "trust_profile_save", "source": "native_books/trust25.py", "line": 61 }, { "operation": "trust.scope.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "trust_scope_review", "source": "native_books/trust25.py", "line": 196 }, { "operation": "trust.scope.save", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "trust_scope_save", "source": "native_books/trust25.py", "line": 175 }, { "operation": "trust.scope.waive.propose", "dispatch_roles": [ "preparer", "reviewer" ], "effective_handler": "trust_waiver_propose", "source": "native_books/trust25.py", "line": 203 }, { "operation": "trust.scope.waive.review", "dispatch_roles": [ "reviewer" ], "effective_handler": "trust_waiver_review", "source": "native_books/trust25.py", "line": 211 }, { "operation": "work.claim", "dispatch_roles": [ "worker" ], "effective_handler": "work_claim", "source": "native_books/operations.py", "line": 109 }, { "operation": "work.control", "dispatch_roles": [ "owner", "preparer", "reviewer" ], "effective_handler": "work_control", "source": "native_books/operations.py", "line": 162 }, { "operation": "work.enqueue", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "work_enqueue", "source": "native_books/operations.py", "line": 98 }, { "operation": "work.fail", "dispatch_roles": [ "worker" ], "effective_handler": "work_fail", "source": "native_books/operations.py", "line": 154 }, { "operation": "work.heartbeat", "dispatch_roles": [ "worker" ], "effective_handler": "work_heartbeat", "source": "native_books/operations.py", "line": 135 }, { "operation": "work.run", "dispatch_roles": [ "worker" ], "effective_handler": "work_run", "source": "native_books/operations.py", "line": 139 }, { "operation": "year_close.prepare", "dispatch_roles": [ "owner", "preparer" ], "effective_handler": "year_close_prepare", "source": "native_books/operations.py", "line": 26 } ], "demo_library": { "url": "http://127.0.0.1:8775/demo#library", "scenarios": 31, "workpaper_scenarios": 15, "form_pack_scenarios": 5, "broader_scenarios": 11, "actual_native_commands_in_acceptance_batch": 549, "scenario_checks": 214, "browser_checks": 25, "synthetic_advisory_ids": [ "tracked-work", "jev-synthetic" ], "full_product_or_189_command_coverage_claimed": false }, "main_demos": [ { "id": "accounting-core", "title": "Accounting & inventory", "entry": "/demo/run", "scope": "Full selected core workflow; two isolated inventory/service books" }, { "id": "showcase-tax", "title": "Tax workpapers & form packs", "description": "Book-to-tax adjustments, inventory COGS and assets; reviewed Schedule C, COGS and contractor packs; explicit filing guard.", "demo_ids": [ "wp-book_tax", "wp-inventory_tax", "wp-asset_register", "pack-schedule_c", "pack-cogs", "pack-contractor_nec", "filing-guard" ] }, { "id": "showcase-firm", "title": "Firm workflow & handoff", "description": "Source correction, recognition draft and reviewer posting, tracked completion, monthly work and recorded handoff, verified recovery.", "demo_ids": [ "source-correction", "recognition", "tracked-work", "practice", "export-recovery" ] } ] }