2026-04-01 → 2026-06-30 · 50 days overdue · — → — → —Intake›Build›Prepare›Review›Approve›Ready to File›Filed / Delivered›Archive○ Pre-review○ Jurisdiction○ Evidence✔ Exceptions○ Locked Not Started
PERIOD
DEMOD-E01_2026-Q2_CA-SALES
Not Started
No workpapers yet (NOT_STARTED)
Intake starts this period — POS report + QBO pull, then /build-pack drafts the pack. See it in My Work →
REVIEW
Review mode — changes, exceptions, notesreviewer: —
nothing outstanding
Figures changed since review (0)
Every figure carries a human-verified tickmark — nothing has changed since the last sign-off.
Unresolved exceptions (0)
None open.
Open review notes (0)
None.
Sign-off
A010 not signed — the reviewer signs after notes clear and ties hold.
Clearing or returning an exception here is simulated (demo). Production dispositions flow through the review-notes and exception ledgers with reviewer approval.
GATES
File readinesscanonical status: NOT_STARTED
Not Started
Intake›Build›Prepare›Review›Approve›Ready to File›Filed / Delivered›Archive
✓
No blocking exceptions
No open exceptions
○
Pre-review gate
Not passed — /pre-review must exit clean (a hard gate, not a checkbox)
○
Workpapers verified
0/0 human-verified (UPPERCASE tickmarks)
○
Jurisdiction verification
Frequency, due date, and payment channel verified against registered sources
○
Reviewer sign-off (A010)
The reviewer signs A010 after notes clear and ties hold
○
Filing package
Unlocks at Approved
○
Filing evidence
A HUMAN files at the agency portal and captures the confirmation — the system never files
○
Archive lock
Locks after confirmation via /finalize
These are the record system's real gates, rendered. Advancing any of them is human work through the skills — never a dashboard action.
Client records — approval chain and generated filing calendar
RECORD
Approval log hash-chained · append-only
CHAIN VALID
approvals\demo\2026-Q3.yaml CHAIN VALID · 2 entries
2026-07-06 14:00DEMO:Gil Pocker approve_filing → DEMO-E01_2026-Q2_CA-SALES
first-cycle partner rule (DEMO) #1 3388daa862…
2026-07-06 16:00DEMO:Eli Remba lock → DEMO-E01_2026-Q2_CA-SALES
FINAL/ built, hashes recorded, prerequisites verified #2 d4373c8ff6…
RECORD
Filing calendar generated — never hand-edited
| Due | Period | Status | Locked |
|---|---|---|---|
| 2026-07-31 | DEMOD-E01_2026-Q2_CA-SALES | NOT_STARTED |