CERT-PERSONAL-INFO-LIVE
Live Personal Information — Take Over From Current Screen
Continue From Current Screen mode. The Tax Professional opens a return in TaxProLink, advances to the Personal Information page, and clicks Start Abbicus. The agent inspects the live DOM, confirms it is on the Personal Information screen, then fills every required field, DOM-readback verifies each one, clicks Save and Continue, and verifies TaxProLink advanced past the screen. Fails clearly if the preparer is on the SSN screen or any other unsupported page. No auto-navigation. No chaining beyond this single screen.
Live Personal Information screen certification — Continue From Current Screen mode.
This run uses execution_scope=continue_from_current_screen with required_screen=personal_info. The plan is fixed at two steps: session_check and detect_and_continue. Abbicus does NOT start at the SSN page and will NOT auto-navigate.
Preparer handoff checklist:
- Open a return in TaxProLink (new or resumed).
- Enter the SSN on the New Return screen yourself and click Save and Continue.
- Wait until TaxProLink lands on the Personal Information page (OLTFedPersonalInfo).
- Return here and click Run Certification.
On startup the agent calls tpl.session.detect_screen. If the detected screen is the SSN page, the run fails with “Advance past the SSN screen before starting this certification.” If the screen is unknown, the run fails with the observed top URL and frame map. Only when Personal Information is detected does the agent dispatch tpl.personal_info.save (fill → DOM ReadbackProof → Save → verify navigation). PASS only if every criterion is met; otherwise FAIL — no partial success.
- Agent detected screen === personal_info (no wrong-screen, no unknown).
- BrowserRuntime run_op() executes tpl.personal_info.save.
- Personal Information is written to the live TaxProLink DOM (proof surface = browser).
- DOM ReadbackProof verifies every populated field (name, DOB month/day/year, occupation, filing status, address, city, state, ZIP, phone, email).
- Save / Save and Continue button was clicked.
- TaxProLink advanced past the Personal Information screen.
- No simulator-grade handler was used for the operation.
The Preparation Reconciliation Report renders an explicit CERT-PERSONAL-INFO-LIVE pass/fail gate built from these checks, with one row per field exercised.
Enqueues this client's Return Summary onto the work queue. The paired Windows Agent picks the job up on its next poll and drives TaxProLink end-to-end. Requires a paired workstation with the Agent online and a TaxProLink session the preparer has signed in to.
Diagnostics
Behind-the-scenes checks Abbicus runs before each execution: agent, Chrome tab, expected screen, anchor field, plus the full top URL / frame map / tab list on failure.
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Agent version
Expected v0.1.80
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Chrome / CDP reachable
not yet checked
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TaxProLink tab attached
not yet checked
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Expected screen detected
not yet checked
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First field focused by agent
not yet checked
Run Certification
Run Preflight above. This button enables when all preflight checks pass.
Engine-only simulator runs live at /dev/simulator.
Navigation & Mapper Probe (v0.1.56)
Read-only TPL probe. The form_grid_dom probe stops at the grid; the new form_entry_dom probe (v0.1.56) continues through Add New and enumerates every editable field on the blank entry form so we can build the mapper. Neither probe types a value or clicks Save. Every completed run is auto-saved and listed below.
Form Grid DOM probe (generalized)
Fill and save Personal Information first (or run CERT-001). Enter the tree anchor id (e.g. 1099R, 1099INT, 1099DIV, W2), then press Capture. The probe locates the live treeview frame by URL pattern, dumps every anchor, synthetic-clicks the requested anchor, polls for the grid frame, and dumps every control + every onclick attribute containing nextCall=. It stops there.
Legacy probes (inspection only)
Recent probe captures (auto-saved)
No captures yet.
Tax year
2025
Population
Basic W2
Expected reconciliation outcome
All match
Name
Morgan T. Avery
Filing status
Single
Household
Single-screen test — not a full return
Location
Fictional — Austin, TX
Live-DOM certification scaffold for the Personal Information screen, entered via Continue From Current Screen handoff. The preparer owns navigation up to Personal Information; Abbicus owns the single field fill + Save + navigation-verify cycle on that one screen.
- Run mode: Continue From Current Screen (execution_scope="continue_from_current_screen")
- Plan is fixed at two steps: session_check + detect_and_continue
- Exactly one new real-browser op per run: tpl.personal_info.save
- Detection mismatch on the SSN page → "Advance past the SSN screen before starting this certification."
- Detection unknown → fail with top URL + frame map; never auto-navigates
- Synthetic identity: Morgan T. Avery (fictional)Other
- Synthetic identity (fictional)Other
- Verify the preparer's TaxProLink session is open and ready(—)
- Detect current TPL screen; require Personal Information; on match, fill every field, DOM-readback verify, click Save and Continue, and verify navigation advanced(—)
No items expected to require preparer review.
Execution
2 steps — Completed
Plan is fixed at session_check + detect_and_continue because the Return Summary carries execution_scope="continue_from_current_screen" and required_screen="personal_info". The agent will refuse to act on any other detected screen.
Reconciliation
0 forms, 12 matches, 0 review items
Completed return
- Not a completed return — single-screen certification only
- DOM-verified: name, DOB, occupation, filing status, address, contact
rs_cert_personal_info_live · version 0.1.0
Permanent single-screen live-browser certification under Continue From Current Screen mode. All data is fictional. Do not add additional sections here — the whole point of this client is that the plan stays at exactly two steps (session_check + detect_and_continue) so the Personal Information slice is provable in isolation. Workflow expansion to spouse / dependents / W-2 requires fresh governance approval.