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past-ay-review
Flowcanonicalverified 2026-06-26
FLOW.PAST-AY-REVIEWFlow — 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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