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past-ay-review

Flowcanonicalverified 2026-06-26

FLOW.PAST-AY-REVIEW

Flow — Past-AY review (always free)

Summary

Any signed-in user — free or paid — can open a past assessment year and see a read-only Tax / Expense / Portfolio review without a paywall.

Audience

end-user

Entry

Dashboard → AY selector → past AY (e.g. 2025-26).

Steps

# Step Surface Notes
1 Dashboard dashboard-populated AY selector shows 26-27 (current) and 25-26, 24-25 (past) per 2026-06-11-ay-selector-tax-only
2 User picks 25-26 dashboard-populated Persists via ?ay=2025-26 search param
3 Past-AY badge appears dashboard-populated "Free · past AY" chip; pillar cards switch to read-only
4 User opens Tax tax-past-ay Read-only review per 2026-05-30-past-ay-free; no paywall

Exit

Read-only Tax / Expense / Portfolio review rendered for the chosen past AY.

Escapes

  • No verified tax computation for that AY: render confirmed documents and show "computation unavailable for this AY" benign empty state — see read-only-review.
  • User switches back to current AY: paywall returns for tax-review unless current-AY unlock active.
  • No documents uploaded for past AY: empty state with prompt to upload historical docs (still free).

Sources

  • .context/wiki/flows/* § "Flow 6 — Past-AY review (always free)"

Every project of mine is written down like this.

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