| 1 |
Core Engine |
Multi-bank CSV parser (8 banks), rules-based categoriser, 290+ pre-loaded UK supplier rules, quarter assignment logic |
bank_parser.py, categoriser.py, rules_library.py, default_rules.json |
✓ DONE |
| 2 |
Excel Tracker |
6-tab workbook: How To Use, Income, Expenses, Quarterly Summary (SUMIFS), Bridging Export, Settings. All formulas, GBP format |
build_tracker.py |
✓ DONE |
| 3 |
CLI + Bridging |
Command-line tool: import CSV, export bridging file, add rules, create client directories. Multi-client isolation |
mtd_import.py, bridging_export.py, client_manager.py |
✓ DONE |
| 4a |
FastAPI Backend |
9 routers, 33+ endpoints, JWT auth, SQLAlchemy ORM, PostgreSQL schema (5 tables), CORS, health check |
src/api/ (main.py, database.py, models.py, auth.py, 9 routers) |
✓ DONE |
| 4b |
Next.js Frontend |
5-screen onboarding (welcome → bank → upload → review → payment), login page, dashboard, auth context, Tailwind CSS |
frontend/src/app/ (6 pages, 5 onboarding steps) |
✓ DONE |
| 4c |
Stripe Integration |
Setup Intent (card save), Payment Intent (submission charge), webhooks, pricing tiers, early bird logic |
routers/billing_router.py (code ready, needs API keys) |
NEEDS KEYS |
| 4d |
PostHog Analytics |
EU cloud GDPR-compliant analytics, funnel tracking, session replays, Meta Pixel integration |
— |
NEEDS SETUP |
| 5 |
HMRC API |
OAuth 2.0 flow (auth → callback → token), quarterly submission endpoint, obligation checks, token refresh |
hmrc_client.py, routers/hmrc_router.py |
✓ DONE |
| 6 |
GHL Notifications |
GoHighLevel contact creation, tag-based reminders (30d/7d/1d/deadline), welcome sequence, submission confirmation |
ghl_service.py, routers/notifications_router.py |
✓ DONE |
| 7 |
Property Income |
SA105 landlord tax module — 10 property expense categories, rental income tracking, property-specific bridging export |
rules_library.py (SA105 rules), test_property.py |
✓ DONE |