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| 1 | +# UI Release Checklist |
| 2 | + |
| 3 | +## Current UI Stage |
| 4 | + |
| 5 | +The current frontend is an interactive alpha workbench. |
| 6 | + |
| 7 | +It is no longer a static dashboard or CSV output viewer. It now supports a break-resolution workflow: |
| 8 | + |
| 9 | +- Priority queue |
| 10 | +- Queue filters |
| 11 | +- Search |
| 12 | +- Next break |
| 13 | +- Local staged state |
| 14 | +- Evidence triage |
| 15 | +- Bank side vs ledger side comparison |
| 16 | +- Drill-down panels |
| 17 | +- Related candidate evidence |
| 18 | +- Candidate decision workflow |
| 19 | +- Structured action log preview |
| 20 | +- Candidate guardrails |
| 21 | +- Generated v3 output data |
| 22 | + |
| 23 | +## Public Demo Goal |
| 24 | + |
| 25 | +The public demo should communicate in under 30 seconds: |
| 26 | + |
| 27 | +1. This is a reconciliation workbench, not a dashboard. |
| 28 | +2. The system automates clear matches. |
| 29 | +3. Exceptions are prioritized. |
| 30 | +4. Evidence is shown by review dimension. |
| 31 | +5. Candidates are hypotheses, not final matches. |
| 32 | +6. Analysts remain responsible for final decisions. |
| 33 | +7. Actions produce an audit-style preview. |
| 34 | + |
| 35 | +## Must Work Before Public Sharing |
| 36 | + |
| 37 | +- Vercel page loads successfully. |
| 38 | +- Main workbench page renders. |
| 39 | +- Data source shows generated v3 output. |
| 40 | +- Queue filters work. |
| 41 | +- Search works. |
| 42 | +- Next break works. |
| 43 | +- Evidence triage renders. |
| 44 | +- Drill-down panels expand. |
| 45 | +- Candidate Available filter shows relevant breaks. |
| 46 | +- Candidate cards render. |
| 47 | +- Review / Accept / Reject candidate updates the Action Panel. |
| 48 | +- Accept / Reject candidate requires analyst note. |
| 49 | +- Action log preview renders structured fields. |
| 50 | +- Frontend build passes. |
| 51 | + |
| 52 | +## Known Limitations |
| 53 | + |
| 54 | +- Actions are frontend-only staged previews. |
| 55 | +- No real action submission API exists yet. |
| 56 | +- Staged state is not persisted. |
| 57 | +- Candidate association is synthetic/demo oriented. |
| 58 | +- UI is still being refined toward a Salt-aligned institutional finance style. |
| 59 | +- This is not production software. |
| 60 | + |
| 61 | +## Next UI Priorities |
| 62 | + |
| 63 | +1. Visual system polish |
| 64 | +2. Action panel density and hierarchy |
| 65 | +3. Candidate section visibility |
| 66 | +4. Better public demo screenshot |
| 67 | +5. README and Vercel link documentation |
| 68 | +6. Optional deployment branch strategy |
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