Improve advisor workspace and meeting mode#67
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Deploying enhanceddirectindexingcalc with
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| Branch Preview URL: | https://codex-review-fixes-2026-07-1.enhanceddirectindexingcalc.pages.dev |
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What changed
Why
The review identified gaps between the detailed workspace analysis and the streamlined client-meeting experience. These changes make Meeting Mode complete enough for advisor-led conversations while keeping calculations and disclosures defensible for clients and CPAs.
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