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CERT-PERSONAL-INFO-LIVE-V1PLAN

Live Personal Information — V1 Plan Runner

Parity certification for the V1 mapper → tpl.screen.run_plan path. The Tax Professional opens a return in TaxProLink, advances to the Personal Information page, and clicks Begin Execution. The engine builds a V1 ScreenFillPlan from src/lib/tpl-mapper/mappings/personal-info.ts and ships it to the agent, which fills every field using V1 content.js semantics, reads back, clicks Save, and verifies navigation advanced. Coexists with CERT-PERSONAL-INFO-LIVE; neither retires the other until cutover is approved.

Ready to run
Launch a run
Dispatch this Certification Client for execution. Certification runs only execute on the paired Windows Agent.

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.

Manage workstations

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.

Demonstration profile

Tax year

2025

Population

Basic W2

Expected reconciliation outcome

All match

Client profile

Name

Morgan T. Avery

Filing status

Single

Household

Single-screen V1-plan parity test — not a full return

Location

Fictional — Austin, TX

Organizer summary

Live-DOM parity certification for the V1 mapper engine. Same preparer handoff as CERT-PERSONAL-INFO-LIVE; different transport.

  • Run mode: V1 Plan Runner (execution_scope="live_personal_info_v1plan")
  • Plan is fixed at two steps: session_check + run_v1_screen_plan
  • Single real-browser op per run: tpl.screen.run_plan
  • Mapper source: src/lib/tpl-mapper/mappings/personal-info.ts (imported verbatim from CTC)
  • Applier source: desktop-agent/agent/browser-runtime/apply-screen-fill-plan.cjs
Source documents
The package of documents this client provided to the preparer.
  • Synthetic identity: Morgan T. Avery (fictional)Other
Document checklist
Source documents the preparer would receive from this client.
  • Synthetic identity (fictional)Other
Expected supported forms
—
Expected Abbicus workflow
Preparer-facing description of the steps Abbicus will perform.
  1. Verify the preparer's TaxProLink session is open and ready(—)
  2. Build a V1 ScreenFillPlan for the Personal Information screen, ship it to the agent via tpl.screen.run_plan, and verify Save + navigation(—)
Expected review items

No items expected to require preparer review.

Expected outcomes
Frozen reference outcomes used by regression and demos.

Execution

2 steps — Completed

Plan is fixed at session_check + run_v1_screen_plan because the Return Summary carries execution_scope="live_personal_info_v1plan". The V1 mapper builds the plan at planning time; the agent treats it as opaque instruction data.

Reconciliation

0 forms, 12 matches, 0 review items

Completed return

  • Not a completed return — single-screen parity certification only
  • DOM-verified via V1 mapper: name, DOB, occupation, filing status, address, contact
Return Summary
A canonical Return Summary is attached to this client and ready for the engine.

rs_cert_personal_info_live_v1plan · version 0.1.0

Cleanup test returns
Each run of this certification creates a fresh synthetic return in TaxProLink so duplicates don't collide. Test records are named Avery Cert-… so they sort and filter together. Abbicus does not delete vendor records — clean up in TaxProLink yourself.
  1. Open the TaxProLink return list in your browser.
  2. Search / filter by Avery Cert- (copy below).
  3. Review the matched rows, then delete in TaxProLink.

Manual-assist only: Abbicus never writes deletions to the vendor system. The Tax Professional owns this step.

Authoring notes

Parity certification for the V1 mapper engine. All data is fictional. Coexists with CERT-PERSONAL-INFO-LIVE; do not retire the V2-native handler before this certification has run cleanly against live TPL at least once.