# Agent web · screens

Six high-fidelity screens for the agent web app.

| File | What it is |
| --- | --- |
| `index.html` | **Unified Inbox** — the single most important agent screen. Three-pane (nav · family list · detail), voice notes with transcripts, family avatar stacks, hybrid CA + IN doc tags. |
| `family-record.html` | **Family record** — 5 linked people, shared document library grouped by FY + Indian source, recent activity feed, sticky lead-agent note. |
| `document-queue.html` | **Document review queue** — single-doc-at-a-time review with realistic Form 16 preview, AI classification + alternatives + editable metadata. Keyboard-driven (A approve · R reroute · ↵ skip). |
| `file-matter.html` | **File / matter view** — 9-step workflow with current step highlighted in copper, hybrid CA + IN doc checklist split into three groups, deadlines panel with Vaisakhi alongside CRA T1, financial snapshot in INR + CAD. |
| `assignment.html` | **Assignment view** (partner) — kanban-ish board, 4 associates side-by-side with workload bars, draggable family cards. Continuity preferences foregrounded with a blue left edge. |
| `audit-trail.html` | **Audit trail** — defensible ledger of every WhatsApp + voice + AI classification + signed delivery, with tamper-evident seal. Designed to be printed for a CRA audit binder. |

All screens use `:root` tokens from `colors_and_type.css` — no theming class needed.

## Out of scope for this pass

- Onboarding flow for a new firm (importing 186 families on day one, connecting their WhatsApp Business number)
- Settings / admin (per-client *ji* toggle, festival-calendar opt-in, template editor, audit export)
- Empty + error states (no-results search, WhatsApp deliverability failure, "client revoked consent")
- Time-and-billing module (the brief explicitly excluded this — we sit on top of TaxDome / Clio / QuickBooks)