{"service":"dwellmark-demo-advisor-issue-queue","generatedAt":"2026-12-31T20:00:00Z","advisor":{"id":"advisor-demo","name":"Morgan Lee","firm":"Harbor SALT Advisors","role":"salt_advisor"},"access":{"pendingInvites":0,"acceptedInvites":1,"revokedInvites":0,"inviteConflicts":0,"activeAccessLevel":"export","nextAction":"Advisor access is active under household owner controls."},"portal":{"status":"blocked","readinessPercent":50,"readyChecks":3,"reviewChecks":2,"blockedChecks":1,"checks":[{"id":"advisor-read-only-review","label":"Read-only review","status":"ready","detail":"Accepted advisor access can view the packet without account ownership."},{"id":"advisor-evidence-requests","label":"Evidence requests","status":"ready","detail":"Advisor review can open and act on evidence requests."},{"id":"advisor-comments","label":"Comments","status":"ready","detail":"Advisor comments are available for packet review."},{"id":"advisor-issue-queue","label":"Issue 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comment(s) · 0 resolved · 0 conflict(s)","nextAction":"Resolve open advisor comments or convert them into owner evidence requests."},{"id":"issue-resolution","label":"Issue queue resolution","status":"blocked","detail":"15 open advisor issue(s) · 3 critical","nextAction":"Resolve critical advisor issues before packet handoff."},{"id":"packet-approval","label":"Packet approval and artifacts","status":"blocked","detail":"0% packet readiness · 0 artifact(s) · owner approval missing · advisor signoff missing","nextAction":"Resolve packet evidence blockers before advisor approval."},{"id":"portal-cockpit","label":"Portal readiness cockpit","status":"blocked","detail":"50% portal ready · 33% cockpit ready","nextAction":"Resolve critical issues before export."},{"id":"privacy-boundary","label":"Privacy and production boundary","status":"ready","detail":"Exact location redacted · auth deferred · backend deferred · storage deferred","nextAction":"Keep exact location redacted and production integrations deferred until cutover."}]},"handoffTimeline":[{"id":"packet-2026-demo","kind":"audit_packet","targetType":"audit_packet","targetId":"packet-2026-demo","status":"needs_evidence","occurredAt":"2026-12-31T18:30:00Z","packetYear":2026,"summary":"Seeded audit packet generated for advisor review."},{"id":"req-gap-flight","kind":"evidence_request","targetType":"day_record","targetId":"day-gap-001","status":"open","occurredAt":"2026-12-30T18:00:00Z","resolvedAt":null,"summary":"Opened evidence request for Attach return-travel proof."},{"id":"req-pr-donation","kind":"evidence_request","targetType":"evidence_request","targetId":"req-pr-donation","status":"open","occurredAt":"2026-12-30T18:00:00Z","resolvedAt":null,"summary":"Opened evidence request for Upload Act 60 donation proof."},{"id":"req-mn-abode","kind":"evidence_request","targetType":"day_record","targetId":"day-mn-001","status":"advisor_review","occurredAt":"2026-12-30T18:00:00Z","resolvedAt":null,"summary":"Opened evidence request for Confirm lake-home use."},{"id":"comment-packet","kind":"advisor_comment","targetType":"audit_packet","targetId":"packet-2026","status":"open","occurredAt":"2026-10-02T18:15:00Z","resolvedAt":null,"summary":"Advisor comment awaiting owner response."},{"id":"comment-gap-flight","kind":"advisor_comment","targetType":"day_record","targetId":"day-gap-001","status":"open","occurredAt":"2026-08-25T15:30:00Z","resolvedAt":null,"summary":"Advisor comment awaiting owner response."}],"handoffChecklist":[{"id":"evidence-requests","label":"Evidence requests","status":"blocked","detail":"2 open request(s) · 1 advisor-review request(s)","nextAction":"Resolve open evidence requests before advisor handoff."},{"id":"advisor-comments","label":"Advisor comments","status":"review","detail":"2 open advisor comment(s)","nextAction":"Resolve advisor comments or convert them into owner evidence requests."},{"id":"issue-queue","label":"Issue queue","status":"blocked","detail":"15 open issue(s) · 3 critical","nextAction":"Resolve critical advisor issues before handoff."},{"id":"packet-record","label":"Packet record and artifacts","status":"blocked","detail":"Packet needs_evidence · 0 artifact reference(s)","nextAction":"Generate a ready or exported audit packet before advisor handoff."},{"id":"owner-approval","label":"Owner approval","status":"review","detail":"Owner packet approval is missing.","nextAction":"Record owner approval before advisor handoff."},{"id":"advisor-signoff","label":"Advisor signoff","status":"review","detail":"Advisor signoff is missing.","nextAction":"Record advisor signoff before packet handoff."},{"id":"privacy-boundary","label":"Privacy boundary","status":"ready","detail":"Exact location redacted · production integrations deferred","nextAction":"Keep exact-location and production-boundary language visible during advisor review."},{"id":"export-permission","label":"Export permission","status":"ready","detail":"Advisor has export-level access.","nextAction":"Advisor export permission is ready for packet delivery."}],"review":{"status":"blocked","openComments":2,"resolvedComments":0,"commentConflicts":0,"openIssues":15,"criticalIssues":3,"packetReady":false,"nextAction":"Resolve critical issues before export."},"packet":{"status":"needs_evidence","score":0,"blockerCount":16},"evidenceRequests":{"total":3,"statusCounts":{"open":2,"advisor_review":1},"criticalOrElevated":3,"open":[{"id":"req-gap-flight","title":"Attach return-travel proof","priority":"critical","status":"open","jurisdictionCode":"US-FL","dayRecordId":"day-gap-001","suggestedEvidenceKinds":["boarding_pass","receipt","calendar_event"]},{"id":"req-pr-donation","title":"Upload Act 60 donation proof","priority":"elevated","status":"open","jurisdictionCode":"PR","dayRecordId":null,"suggestedEvidenceKinds":["receipt","legal_document","advisor_note"]},{"id":"req-mn-abode","title":"Confirm lake-home use","priority":"elevated","status":"advisor_review","jurisdictionCode":"US-MN","dayRecordId":"day-mn-001","suggestedEvidenceKinds":["calendar_event","utility_bill","advisor_note"]}]},"issues":{"total":15,"priorityCounts":{"critical":3,"elevated":8,"moderate":4},"statusCounts":{"open":9,"advisor_review":6},"items":[{"id":"issue-req-gap-flight","kind":"evidence_request","title":"Attach return-travel proof","detail":"The phone was offline on a corrected Florida day. Add the boarding pass or airline receipt before advisor review.","priority":"critical","targetId":"req-gap-flight","status":"open","review":{"issueId":"issue-req-gap-flight","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-day-gap-001","kind":"weak_day","title":"Weak evidence day: 2026-08-22","detail":"0% confidence in US-FL.","priority":"critical","targetId":"day-gap-001","status":"open","review":{"issueId":"issue-day-gap-001","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-proof-strategy-strategy-weak-day-proof","kind":"proof_strategy_gap","title":"Weak-day proof strategy","detail":"The corrected Florida day needs source evidence before the packet can explain it confidently. Packet impact: Improves day-level evidence confidence and supports the packet chronology.","priority":"critical","targetId":"strategy-weak-day-proof","status":"open","review":{"issueId":"issue-proof-strategy-strategy-weak-day-proof","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-proof-gap-gap-act60-annual-proof","kind":"proof_gap","title":"Act 60 annual proof gap","detail":"The annual donation item is routed but still waiting on supporting evidence. Packet impact: Keeps Act 60 as one supported module while preserving broader packet readiness.","priority":"elevated","targetId":"gap-act60-annual-proof","status":"open","review":{"issueId":"issue-proof-gap-gap-act60-annual-proof","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-proof-strategy-strategy-business-presence","kind":"proof_strategy_gap","title":"Business presence source strategy","detail":"Wisconsin and Illinois business-presence events need stronger support before they become packet-ready. Packet impact: Keeps business presence review tied to packet sections instead of a separate checklist.","priority":"elevated","targetId":"strategy-business-presence","status":"advisor_review","review":{"issueId":"issue-proof-strategy-strategy-business-presence","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-act60-closer-connection","kind":"act60_gap","title":"Closer connection file","detail":"Act 60 closer connection evidence is missing.","priority":"elevated","targetId":"act60-closer-connection","status":"open","review":{"issueId":"issue-act60-closer-connection","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-req-mn-abode","kind":"evidence_request","title":"Confirm lake-home use","detail":"Minnesota abode exposure is elevated. Advisor needs context for year-round suitability and use pattern.","priority":"elevated","targetId":"req-mn-abode","status":"advisor_review","review":{"issueId":"issue-req-mn-abode","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-act60-donation","kind":"act60_gap","title":"Donation proof","detail":"Act 60 donation evidence is missing.","priority":"elevated","targetId":"act60-donation","status":"open","review":{"issueId":"issue-act60-donation","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-tie-fl-voter","kind":"domicile_gap","title":"Florida voter registration","detail":"US-FL · voter registration tie is missing.","priority":"elevated","targetId":"tie-fl-voter","status":"open","review":{"issueId":"issue-tie-fl-voter","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-household-conflict-2026-07-18","kind":"household_consistency","title":"Household location conflict","detail":"2026-07-18 has household records in US-FL, US-MN for Alex Rivera, Jordan Rivera.","priority":"elevated","targetId":"household-conflict-2026-07-18","status":"advisor_review","review":{"issueId":"issue-household-conflict-2026-07-18","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-req-pr-donation","kind":"evidence_request","title":"Upload Act 60 donation proof","detail":"The Act 60 binder is missing annual donation evidence for the year-end review file.","priority":"elevated","targetId":"req-pr-donation","status":"open","review":{"issueId":"issue-req-pr-donation","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-proof-gap-gap-domicile-voter-tie","kind":"proof_gap","title":"Florida domicile tie gap","detail":"The Florida voter-registration tie is missing from the domicile binder. Packet impact: Improves the domicile binder without turning the product into tax advice.","priority":"moderate","targetId":"gap-domicile-voter-tie","status":"open","review":{"issueId":"issue-proof-gap-gap-domicile-voter-tie","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-record-conflict-conflict-manual-correction-review","kind":"record_conflict","title":"Manual correction review lane","detail":"The corrected Florida day is plausible but should be reviewed with the travel proof. Packet impact: Keeps correction history explainable inside the export packet.","priority":"moderate","targetId":"conflict-manual-correction-review","status":"advisor_review","review":{"issueId":"issue-record-conflict-conflict-manual-correction-review","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-tie-mn-home","kind":"domicile_gap","title":"Minnesota year-round lake home","detail":"US-MN · home tie is review.","priority":"moderate","targetId":"tie-mn-home","status":"advisor_review","review":{"issueId":"issue-tie-mn-home","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-business-entity-northstar-holdings","kind":"business_entity","title":"Northstar Holdings business entity review","detail":"3 event(s), 3 jurisdiction(s), and 2 evidence gap(s).","priority":"moderate","targetId":"Northstar Holdings","status":"advisor_review","review":{"issueId":"issue-business-entity-northstar-holdings","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}}]},"comments":[{"id":"comment-gap-flight","targetType":"day_record","targetId":"day-gap-001","body":"Correction is plausible, but export should include the boarding pass and the correction reason.","createdAt":"2026-08-25T15:30:00Z","resolvedAt":null},{"id":"comment-packet","targetType":"audit_packet","targetId":"packet-2026","body":"Packet can move to ready after donation proof and weak-day evidence are attached.","createdAt":"2026-10-02T18:15:00Z","resolvedAt":null}]}