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SR&ED Sessions ​

The application categorizes work into discrete "Sessions". Each session represents a specific type of task within the SR&ED lifecycle.

Session Types ​

Defined in src/api/types.ts as SessionType:

  1. PRECHECK (Pre-check): Rapid screening to determine if a project is eligible for SR&ED claims.
  2. REVIEW: Deep analysis of technical documents against CRA (Canada Revenue Agency) guidelines, providing structured feedback.
  3. T661 (T661): Generation of the official T661 tax form narrative based on provided contexts.
  4. TIME_EXTRACTION (Time extraction): Processing timesheet CSVs to validate and extract eligible hours.
  5. LOGBOOK (Logbook): Generation of structured daily/weekly logs from unstructured brainstorms or code commits.
  6. GENERAL_CHAT (Notes): Standard conversational AI without strict artifact constraints.

User Flow ​

  1. A user enters a Project workspace.
  2. From the top header menu, they click a direct action button (e.g., "Pre-check", "T661").
  3. This creates a new session of that specific type in the database and immediately navigates the user to that session's unique URL.
  4. The ArtifactPane (Right pane) automatically loads the corresponding UI component for that session type.