# Sentry Unclaimed Tax Overage Solution **Version:** 2.0.0 **Author:** Cyber Sentry Solutions **Description:** A WordPress plugin to manage tax overage data, with skip trace import and a multi-format file ingestion/staging system. ## Version 2.0.0 Enhancements - **Skip Trace Data Importer**: A new admin screen to import detailed skip trace CSVs, which automatically link to property records by Parcel ID. - **Integrated Data Viewing**: View associated skip trace data directly on the property record edit screen. - **Multi-Format Ingestion**: Upload property data as Excel, PDF, DOCX, or even image files. - **Staging Area**: Uploaded files are processed into a staging area where an administrator must review, map columns, and approve the data before it enters the main system, ensuring data quality. ## Installation 1. Upload the `sentry-tax-overages` directory to your `/wp-content/plugins/` directory. 2. **CRITICAL DEPENDENCY**: This plugin requires the `PhpSpreadsheet` library to process `.xlsx` and `.xls` files. You must install it via Composer. Navigate to the plugin directory (`wp-content/plugins/sentry-tax-overages`) in your terminal and run: ```bash composer require phpoffice/phpspreadsheet ``` This will create a `vendor` directory inside the plugin. If you don't have Composer, you can download the library manually and place it in the plugin, but Composer is highly recommended. 3. Activate the plugin through the 'Plugins' menu in WordPress. 4. Navigate to `Tax Overages > Settings` to configure API keys. ## Features - **Independent Database Tables:** Keeps all data separate from core WordPress tables. - **Staging & Ingestion**: Upload various file types to a staging area. A manager must map columns and approve data before it goes live. - **Skip Trace Integration**: Mass-import skip trace data and view it alongside the corresponding property record. - **Frontend Portal for Clients**: Use the `[sentry_assigned_cases]` shortcode to allow 'Case Workers' to view and update their assigned cases. - **Subscriber Downloads**: Use the `[sentry_raw_data_downloads]` shortcode to allow 'Data Downloader' users with an active WooCommerce Subscription to download raw data files. ## External APIs (Optional) To process unstructured files like PDF, DOCX, and JPG into structured data, an external service is required. The plugin has a framework for this, but you will need to sign up for a service like **Google Cloud Vision (OCR)** or **Amazon Textract** and integrate your API key into the plugin's ingestion handler. This is an advanced step for users who need to process non-spreadsheet formats. Web Development – Cyber Sentry Solutions

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