@paro.io/expert-shared-components 1.14.43 → 1.14.45

package/lib/tax-axis/components/intake/RefineAnalysisSection.js

@@ -0,0 +1,151 @@
+"use strict";
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.RefineAnalysisSection = RefineAnalysisSection;
+const react_1 = __importStar(require("react"));
+const react_hook_form_1 = require("react-hook-form");
+const TaxAxisCard_1 = require("../shared/TaxAxisCard");
+/* ═══ Shared class constants ═══ */
+const inputCls = "w-full bg-tax-axis-surface border border-tax-axis-border text-white text-sm rounded-lg p-2.5 focus:border-tax-axis-teal-light focus:outline-none font-tax-axis-body transition-colors";
+const selectCls = "w-full bg-tax-axis-surface border border-tax-axis-border text-white text-sm rounded-lg p-2.5 focus:border-tax-axis-teal-light focus:outline-none font-tax-axis-body transition-colors appearance-none cursor-pointer";
+const labelCls = "block text-[11px] font-semibold text-tax-axis-text-2 mb-1 font-tax-axis-body tracking-wide";
+const errCls = "text-tax-axis-red text-xs mt-1";
+const subHeaderCls = "text-[11px] font-semibold uppercase tracking-wider text-tax-axis-text-3 mt-5 mb-2";
+const helperCls = "text-[11px] text-tax-axis-text-4 mt-0.5 leading-tight";
+const Chevron = () => (react_1.default.createElement("svg", { className: "absolute right-2.5 top-1/2 -translate-y-1/2 pointer-events-none", width: "10", height: "10", viewBox: "0 0 12 12", fill: "none" },
+    react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#E6E8F5", strokeWidth: "1.5", strokeLinecap: "round" })));
+/* ═══ Option lists ═══ */
+const FILING_STATUS_OPTIONS = ["Single", "MFJ", "MFS", "Head of Household", "QSS"];
+const SSTB_OPTIONS = ["Yes", "No", "Unsure"];
+const REAL_ESTATE_OPTIONS = ["No", "Yes — Commercial", "Yes — Residential", "Yes — Both"];
+const ITEMIZES_OPTIONS = ["Yes", "No", "Unsure"];
+const SINGLE_OWNER_OPTIONS = ["Yes", "No"];
+const FEDERAL_RATE_OPTIONS = ["10%", "12%", "22%", "24%", "32%", "35%", "37%"];
+const TAX_DATA_YEARS_OPTIONS = ["1 year", "2 years", "3 years", "4 years", "5 years"];
+// Risk Tolerance: mock stores first char ("1"-"5") as value.
+// NOTE: intakeDefaultValues sets riskTolerance to "M" (spec) but the mock
+// stores "3" for Moderate. This is a spec-vs-mock discrepancy — flagged for
+// reconciliation. Using mock option values (numeric) since downstream screens
+// call parseInt(riskTolerance).
+const RISK_OPTIONS = [
+    { label: "1 — Very Conservative", value: "1" },
+    { label: "2 — Conservative", value: "2" },
+    { label: "3 — Moderate", value: "3" },
+    { label: "4 — Aggressive", value: "4" },
+    { label: "5 — Very Aggressive", value: "5" },
+];
+function RefineAnalysisSection({ userContext: _userContext, }) {
+    const [expanded, setExpanded] = (0, react_1.useState)(false);
+    const { control, watch, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
+    const ownsRealEstate = watch("ownsRealEstate");
+    return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
+        react_1.default.createElement("div", { onClick: () => setExpanded(prev => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 10 : 0 } },
+            react_1.default.createElement("span", { className: "text-[11px] font-semibold uppercase tracking-wider text-tax-axis-text-3" }, "Refine Analysis"),
+            react_1.default.createElement("div", { className: "flex items-center gap-1.5" },
+                react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 bg-tax-axis-surface-2 rounded-xl px-2 py-0.5" }, "15 fields using smart defaults"),
+                react_1.default.createElement("svg", { className: `transition-transform ${expanded ? "rotate-180" : "rotate-0"}`, width: "10", height: "10", viewBox: "0 0 12 12", fill: "none" },
+                    react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" })))),
+        expanded && (react_1.default.createElement("div", null,
+            react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-4 italic mb-3" }, "These fields improve accuracy. Many will be auto-populated when documents are uploaded."),
+            react_1.default.createElement("div", { className: subHeaderCls, style: { marginTop: 0 } }, "Client Profile"),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Filing Status"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "filingStatus", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), FILING_STATUS_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) })),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Age"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "age", control: control, render: ({ field }) => (react_1.default.createElement("input", Object.assign({}, field, { type: "number", placeholder: "45", className: inputCls }))) }))),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "SSTB"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "sstb", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), SSTB_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) }),
+                    react_1.default.createElement("div", { className: helperCls }, "SSTB: law, health, consulting, financial services, performing arts, athletics")),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Owns Real Estate"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "ownsRealEstate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), REAL_ESTATE_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) }))),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Itemizes Deductions"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "itemizesDeductions", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), ITEMIZES_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) })),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Single Owner"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "singleOwner", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), SINGLE_OWNER_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) }))),
+            react_1.default.createElement("div", { className: subHeaderCls }, "Financial Data"),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Net Income"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "netIncome", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
+                            react_1.default.createElement("input", Object.assign({}, field, { placeholder: "142,000", className: `${inputCls} pl-6` })))) })),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Equipment Purchased (This Year)"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "equipmentPurchased", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
+                            react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                ownsRealEstate !== "No" ? (react_1.default.createElement("div", { className: "transition-opacity" },
+                    react_1.default.createElement("label", { className: labelCls }, "Real Estate Value"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "realEstateValue", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
+                            react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))) : (react_1.default.createElement("div", null)),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Capital Gains"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "capitalGains", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
+                            react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))),
+            react_1.default.createElement("div", { className: subHeaderCls }, "Tax Profile"),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Federal Marginal Rate"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "federalRate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), FEDERAL_RATE_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) })),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "State Marginal Rate"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "stateRate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("input", Object.assign({}, field, { placeholder: "4.95", className: `${inputCls} pr-6` })),
+                            react_1.default.createElement("span", { className: "absolute right-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "%"))) }))),
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Tax Data Years Available"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "taxDataYears", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), TAX_DATA_YEARS_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement(Chevron, null))) })),
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("label", { className: labelCls }, "Client Risk Tolerance"),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "riskTolerance", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), RISK_OPTIONS.map(o => (react_1.default.createElement("option", { key: o.value, value: o.value, className: "bg-tax-axis-surface-2" }, o.label)))),
+                            react_1.default.createElement(Chevron, null))) })))))));
+}

package/lib/tax-axis/components/intake/StateMultiSelect.d.ts

@@ -0,0 +1,7 @@
+import React from "react";
+interface StateMultiSelectProps {
+    selected: string[];
+    onChange: (value: string[]) => void;
+}
+export declare function StateMultiSelect({ selected, onChange }: StateMultiSelectProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/intake/StateMultiSelect.js

@@ -0,0 +1,90 @@
+"use strict";
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.StateMultiSelect = StateMultiSelect;
+const react_1 = __importStar(require("react"));
+const data_1 = require("../../lib/data");
+function StateMultiSelect({ selected, onChange }) {
+    const [open, setOpen] = (0, react_1.useState)(false);
+    const [search, setSearch] = (0, react_1.useState)("");
+    const ref = (0, react_1.useRef)(null);
+    (0, react_1.useEffect)(() => {
+        const h = (e) => {
+            if (ref.current && !ref.current.contains(e.target))
+                setOpen(false);
+        };
+        document.addEventListener("mousedown", h);
+        return () => document.removeEventListener("mousedown", h);
+    }, []);
+    const filtered = data_1.US_STATES.filter(s => s.name.toLowerCase().includes(search.toLowerCase()) ||
+        s.code.toLowerCase().includes(search.toLowerCase()));
+    const toggle = (code) => {
+        if (selected.includes(code))
+            onChange(selected.filter(c => c !== code));
+        else
+            onChange([...selected, code]);
+    };
+    return (react_1.default.createElement("div", { ref: ref, className: "relative" },
+        react_1.default.createElement("div", { onClick: () => setOpen(!open), className: `w-full px-3.5 py-2.5 rounded-lg border ${open ? "border-tax-axis-teal-light" : "border-tax-axis-border"} text-sm bg-tax-axis-surface-2 cursor-pointer min-h-[44px] flex items-center flex-wrap gap-1 transition-colors` },
+            selected.length === 0 && (react_1.default.createElement("span", { className: "text-tax-axis-text-3" }, "Select states of operation\u2026")),
+            selected.length > 0 &&
+                selected.length <= 6 &&
+                selected.map(c => (react_1.default.createElement("span", { key: c, className: "text-[11px] font-semibold text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded font-tax-axis-mono" }, c))),
+            selected.length > 6 && (react_1.default.createElement(react_1.default.Fragment, null,
+                selected.slice(0, 5).map(c => (react_1.default.createElement("span", { key: c, className: "text-[11px] font-semibold text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded font-tax-axis-mono" }, c))),
+                react_1.default.createElement("span", { className: "text-[11px] font-semibold text-tax-axis-orange bg-tax-axis-orange-bg px-2 py-0.5 rounded font-tax-axis-mono" },
+                    "+",
+                    selected.length - 5,
+                    " more"))),
+            react_1.default.createElement("svg", { className: `ml-auto flex-shrink-0 transition-transform ${open ? "rotate-180" : ""}`, width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#E6E8F5", strokeWidth: "1.5", strokeLinecap: "round" }))),
+        open && (react_1.default.createElement("div", { className: "absolute top-full mt-1 left-0 right-0 bg-tax-axis-surface border border-tax-axis-border rounded-xl z-50 max-h-[280px] flex flex-col overflow-hidden", style: { boxShadow: "0 8px 40px rgba(6,8,33,0.6)" } },
+            react_1.default.createElement("div", { className: "px-2.5 py-2 border-b border-tax-axis-border" },
+                react_1.default.createElement("input", { value: search, onChange: e => setSearch(e.target.value), placeholder: "Search states\u2026", autoFocus: true, className: "w-full px-2.5 py-2 rounded-md border border-tax-axis-border text-[13px] text-white bg-tax-axis-surface-2 outline-none font-tax-axis-body focus:border-tax-axis-teal-light transition-colors" })),
+            react_1.default.createElement("div", { className: "px-2.5 pt-1.5 flex gap-1.5" },
+                react_1.default.createElement("button", { onClick: () => onChange(data_1.US_STATES.map(s => s.code)), className: "text-[10px] font-semibold text-tax-axis-teal-light bg-tax-axis-teal-bg border-none px-2 py-0.5 rounded font-tax-axis-mono", type: "button" }, "Select All"),
+                react_1.default.createElement("button", { onClick: () => onChange([]), className: "text-[10px] font-semibold text-tax-axis-text-3 bg-tax-axis-surface-2 border border-tax-axis-border px-2 py-0.5 rounded font-tax-axis-mono", type: "button" }, "Clear"),
+                react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-mono ml-auto self-center" },
+                    selected.length,
+                    " selected")),
+            react_1.default.createElement("div", { className: "overflow-y-auto flex-1 px-1.5 py-1" }, filtered.map(s => {
+                const on = selected.includes(s.code);
+                return (react_1.default.createElement("div", { key: s.code, onClick: () => toggle(s.code), className: `flex items-center gap-2.5 px-2.5 py-[7px] rounded-md cursor-pointer ${on ? "bg-tax-axis-teal-bg" : ""}`, onMouseOver: e => {
+                        if (!on)
+                            e.currentTarget.style.background = "rgba(255,255,255,0.03)";
+                    }, onMouseOut: e => {
+                        if (!on)
+                            e.currentTarget.style.background = "transparent";
+                    } },
+                    react_1.default.createElement("div", { className: `w-4 h-4 rounded flex items-center justify-center flex-shrink-0 border-[1.5px] ${on
+                            ? "border-tax-axis-teal-light bg-tax-axis-teal"
+                            : "border-tax-axis-text-4 bg-transparent"}` }, on && (react_1.default.createElement("svg", { width: "10", height: "10", viewBox: "0 0 10 10", fill: "none" },
+                        react_1.default.createElement("path", { d: "M2 5l2.5 2.5L8 3", stroke: "white", strokeWidth: "1.5", strokeLinecap: "round", strokeLinejoin: "round" })))),
+                    react_1.default.createElement("span", { className: `text-[13px] font-tax-axis-body flex-1 ${on ? "text-white" : "text-tax-axis-text-2"}` }, s.name),
+                    react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-4 font-tax-axis-mono w-6" }, s.code),
+                    data_1.NO_INCOME_TAX.has(s.code) && (react_1.default.createElement("span", { className: "text-[8px] font-bold text-tax-axis-green bg-tax-axis-green-bg px-1.5 py-px rounded font-tax-axis-mono" }, "NO TAX")),
+                    data_1.PTE_STATES.has(s.code) && !data_1.NO_INCOME_TAX.has(s.code) && (react_1.default.createElement("span", { className: "text-[8px] font-bold text-tax-axis-teal-light bg-tax-axis-teal-bg px-1.5 py-px rounded font-tax-axis-mono" }, "PTE"))));
+            }))))));
+}

package/lib/tax-axis/components/intake/StrategyRadar.d.ts

@@ -0,0 +1,7 @@
+import React from "react";
+import { ClientProfile } from "../../lib/types";
+interface StrategyRadarProps {
+    profile: Partial<ClientProfile>;
+}
+export declare function StrategyRadar({ profile }: StrategyRadarProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/intake/StrategyRadar.js

@@ -0,0 +1,240 @@
+"use strict";
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.StrategyRadar = StrategyRadar;
+const react_1 = __importStar(require("react"));
+const strategies_1 = require("../../lib/data/strategies");
+const states_1 = require("../../lib/data/states");
+const compute_1 = require("../../lib/compute");
+// ═══════════════════════════════════════════════════════════════════
+// SVG fill/stroke hex values and CSS font-family strings from the
+// tax-axis Tailwind token config (S0.7).  Replaces the mock's T
+// theme object for SVG attributes and inline styles where Tailwind
+// classes don't apply.
+// ═══════════════════════════════════════════════════════════════════
+const T = {
+    accent: "#248384",
+    accentLt: "#A1E5E6",
+    accentBg: "rgba(36,131,132,0.10)",
+    white: "#FFFFFF",
+    text2: "#E6E8F5",
+    text3: "#C8CCE5",
+    text4: "#9498B8",
+    surface2: "#151B3D",
+    border: "rgba(255,255,255,0.08)",
+    green: "#0F6E56",
+    orange: "#FB9A1D",
+    shadow: "0 2px 12px rgba(6,8,33,0.5)",
+    // G3/G5 — font conversions
+    body: "'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif",
+    head: "'Playfair Display','Georgia','Times New Roman',serif",
+    mono: "'JetBrains Mono','Fira Code',monospace",
+};
+// ═══════════════════════════════════════════════════════════════════
+// RADAR_NODES — shortened labels for each of the 25 strategy nodes.
+// Ported verbatim from mock (App.jsx:849-852).
+// G5 patch: "Sec. 179" (not "§179"), "Bus. Interest" (not "§163(j)").
+// ═══════════════════════════════════════════════════════════════════
+const SHORTS = {
+    "Business Entity Structure": "Entity Struct.",
+    "Section 179 Expensing": "Sec. 179",
+    "Bonus Depreciation §168(k)": "Bonus Dep.",
+    "QBI Deduction §199A": "QBI §199A",
+    "R&D Credit §41": "R&D Credit",
+    "WOTC": "WOTC",
+    "Retirement Plan Upgrade": "Retirement",
+    "Cost Segregation": "Cost Seg.",
+    "HSA Maximization": "HSA Max",
+    "Business Meal Deductions": "Meals",
+    "Professional Services Deductions": "Prof. Svc",
+    "Home Office Deduction": "Home Office",
+    "Employee Benefit Credits": "Emp. Ben.",
+    "Charitable Contribution Strategies": "Charit.",
+    "SALT / PTE Optimization": "SALT/PTE",
+    "Business Interest §163(j)": "Bus. Interest",
+    "Income Deferral & Timing": "Deferral",
+    "Opportunity Zone §1400Z": "Opp. Zone",
+    "Energy Credits §179D": "Energy §179D",
+    "Tax Method Elections": "Methods",
+    "Qualified Tips Deduction": "Qual. Tips",
+    "Overtime Pay Deduction": "Overtime",
+    "R&E Catch-Up §174A": "R&E Catch-Up",
+    "Employer Childcare Credit": "Childcare",
+    "Trump Accounts": "Trump Acct.",
+};
+const RADAR_NODES = strategies_1.STRATEGIES.map(s => ({
+    id: String(s.rank),
+    label: SHORTS[s.name] || s.name,
+    short: s.code,
+}));
+function StrategyRadar({ profile }) {
+    var _a, _b, _c;
+    const [expanded, setExpanded] = (0, react_1.useState)(false);
+    // Defensive ?? defaults for Partial<ClientProfile>:
+    // - entity: required by ENTITY_TO_BUCKETS in filterEligibleStrategies (undefined crashes)
+    // - states: used for PTE/NoTax/Nexus calculations (undefined crashes .some())
+    // - revenue: used for savings display gating
+    // - ownsRealEstate / equipmentPurchased: used for dimHint / warnHint on specific nodes
+    const entity = (_a = profile.entity) !== null && _a !== void 0 ? _a : "S-Corporation";
+    const states = (_b = profile.states) !== null && _b !== void 0 ? _b : [];
+    const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 0;
+    const noRealEstate = ((_c = profile.ownsRealEstate) !== null && _c !== void 0 ? _c : "No") === "No";
+    const noEquipment = !profile.equipmentPurchased || profile.equipmentPurchased === "0";
+    const safeProfile = Object.assign(Object.assign({}, profile), { entity });
+    const eligibleStrategies = (0, compute_1.filterEligibleStrategies)(safeProfile);
+    const eligibleIds = new Set(eligibleStrategies.map(s => String(s.rank)));
+    const stratCount = eligibleStrategies.length;
+    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profile]);
+    const loSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
+    const hiSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
+    const highImpact = eligibleStrategies.filter(s => s.priority === "HIGH").length;
+    const quickWins = eligibleStrategies.filter(s => s.priority === "QUICK WIN").length;
+    const obbbaNew = eligibleStrategies.filter(s => s.cat === "obbba_new").length;
+    const hasPTE = states.some(s => states_1.PTE_STATES.has(s));
+    const hasNoTax = states.some(s => states_1.NO_INCOME_TAX.has(s));
+    const total = RADAR_NODES.length;
+    // G4 — Sizing: compact vs expanded
+    const sz = expanded ? 580 : 320;
+    const cx = sz / 2, cy = sz / 2, r = expanded ? 210 : 120;
+    const labelR = expanded ? r + 30 : r + 16;
+    const dotSz = expanded ? 8 : 5;
+    const dotOff = expanded ? 5 : 3;
+    // G4 — Node label sizing
+    const nameSz = expanded ? 13 : 9;
+    const codeSz = expanded ? 9 : 0;
+    // ── SVG Radar ──
+    const renderRadar = (
+    // G5 — Canvas padding: width={sz+160}, height={sz+48}, viewBox -80 -24
+    react_1.default.createElement("svg", { width: sz + 160, height: sz + 48, viewBox: `-80 -24 ${sz + 160} ${sz + 48}`, style: { transition: "width .3s, height .3s", overflow: "visible" } },
+        [r, Math.round(r * 0.7), Math.round(r * 0.4)].map(rd => (react_1.default.createElement("circle", { key: rd, cx: cx, cy: cy, r: rd, fill: "none", stroke: T.border, strokeWidth: 1, strokeDasharray: "4 4", opacity: 0.25 }))),
+        react_1.default.createElement("line", { x1: cx - r - 8, y1: cy, x2: cx + r + 8, y2: cy, stroke: T.border, strokeWidth: 1, opacity: 0.1 }),
+        react_1.default.createElement("line", { x1: cx, y1: cy - r - 8, x2: cx, y2: cy + r + 8, stroke: T.border, strokeWidth: 1, opacity: 0.1 }),
+        react_1.default.createElement("circle", { cx: cx, cy: cy, r: r, fill: "none", stroke: T.accent, strokeWidth: 1.5, opacity: 0.15 },
+            react_1.default.createElement("animate", { attributeName: "r", values: `${r - 2};${r + 2};${r - 2}`, dur: "3s", repeatCount: "indefinite" })),
+        react_1.default.createElement("circle", { cx: cx, cy: cy, r: expanded ? 28 : 20, fill: "url(#cg)" }),
+        react_1.default.createElement("defs", null,
+            react_1.default.createElement("radialGradient", { id: "cg" },
+                react_1.default.createElement("stop", { offset: "0%", stopColor: T.accent, stopOpacity: stratCount > 15 ? 0.3 : 0.1 }),
+                react_1.default.createElement("stop", { offset: "100%", stopColor: T.accent, stopOpacity: 0 }))),
+        react_1.default.createElement("text", { x: cx, y: cy - (expanded ? 4 : 2), textAnchor: "middle", fill: T.accentLt, fontSize: expanded ? 30 : 22, fontWeight: 900, fontFamily: T.head }, stratCount),
+        react_1.default.createElement("text", { x: cx, y: cy + (expanded ? 14 : 12), textAnchor: "middle", fill: T.text2, fontSize: expanded ? 10 : 8, fontWeight: 600, fontFamily: T.body, letterSpacing: 1 }, "OF 25"),
+        RADAR_NODES.map((s, i) => {
+            const a = (i / total) * Math.PI * 2 - Math.PI / 2;
+            const nx = cx + Math.cos(a) * r;
+            const ny = cy + Math.sin(a) * r;
+            const on = eligibleIds.has(s.id);
+            const dimHint = on && s.id === "8" && noRealEstate;
+            const warnHint = on && (s.id === "2" || s.id === "3") && noEquipment;
+            const nodeOpacity = dimHint ? 0.4 : 1;
+            const lx = cx + Math.cos(a) * labelR;
+            const ly = cy + Math.sin(a) * labelR;
+            const deg = ((a * 180 / Math.PI) + 360) % 360;
+            const anchor = deg > 100 && deg < 260 ? "end" : deg < 80 || deg > 280 ? "start" : "middle";
+            return (react_1.default.createElement("g", { key: s.id, opacity: nodeOpacity },
+                react_1.default.createElement("line", { x1: cx, y1: cy, x2: nx, y2: ny, stroke: on ? T.accent : T.text4, strokeWidth: on ? 1 : 0.3, opacity: on ? 0.25 : 0.05 }),
+                on && react_1.default.createElement("circle", { cx: nx, cy: ny, r: dotSz * 2, fill: T.accent, opacity: 0.06 }),
+                react_1.default.createElement("circle", { cx: nx, cy: ny, r: on ? dotSz : dotOff, fill: on ? T.accent : T.surface2, stroke: on ? T.accentLt : T.text4, strokeWidth: on ? 1.5 : 0.7 }, on && react_1.default.createElement("animate", { attributeName: "r", values: `${dotSz - 1};${dotSz + 1};${dotSz - 1}`, dur: "3s", begin: `${i * 0.12}s`, repeatCount: "indefinite" })),
+                react_1.default.createElement("text", { x: lx, y: ly + (expanded ? -1 : 2), textAnchor: anchor, fill: on ? T.white : T.text4, fontSize: nameSz, fontWeight: on ? 700 : 500, fontFamily: T.body }, s.label),
+                expanded && (react_1.default.createElement("text", { x: lx, y: ly + 12, textAnchor: anchor, fill: on ? T.text2 : T.text4, fontSize: codeSz, fontWeight: 500, fontFamily: T.mono, opacity: on ? 0.85 : 0.4 }, s.short)),
+                expanded && warnHint && (react_1.default.createElement("text", { x: lx, y: ly + 22, textAnchor: anchor, fill: T.orange, fontSize: 8, fontFamily: T.body, fontWeight: 500 }, "No equipment data"))));
+        })));
+    // ── HTML wrapper ──
+    return (react_1.default.createElement("div", { style: {
+            background: "#0F1330",
+            border: `1px solid ${T.border}`,
+            borderRadius: 14,
+            padding: "20px 16px",
+            boxShadow: T.shadow,
+            position: "relative",
+            overflow: "visible",
+        } },
+        react_1.default.createElement("div", { style: {
+                position: "absolute",
+                top: "-40%",
+                left: "-20%",
+                width: "140%",
+                height: "140%",
+                background: "radial-gradient(circle at 50% 50%,rgba(36,131,132,0.06) 0%,transparent 60%)",
+                pointerEvents: "none",
+            } }),
+        react_1.default.createElement("div", { style: { position: "relative" } },
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", justifyContent: "space-between", marginBottom: 10 } },
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: T.accentLt, textTransform: "uppercase", letterSpacing: 1.5, fontFamily: T.body } }, "Strategy Radar"),
+                react_1.default.createElement("button", { onClick: () => setExpanded(!expanded), style: {
+                        display: "flex",
+                        alignItems: "center",
+                        gap: 5,
+                        padding: "4px 10px",
+                        background: expanded ? T.accentBg : "transparent",
+                        border: `1px solid ${expanded ? T.accent : T.border}`,
+                        borderRadius: 6,
+                        fontSize: 10,
+                        fontWeight: 600,
+                        color: expanded ? T.accentLt : T.text3,
+                        fontFamily: T.body,
+                        letterSpacing: 0.3,
+                        transition: "all .2s",
+                        cursor: "pointer",
+                    }, type: "button" },
+                    react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 24 24", fill: "none" },
+                        react_1.default.createElement("path", { d: expanded
+                                ? "M8 3v3a2 2 0 01-2 2H3m18 0h-3a2 2 0 01-2-2V3m0 18v-3a2 2 0 012-2h3M3 16h3a2 2 0 012 2v3"
+                                : "M15 3h6v6M9 21H3v-6M21 3l-7 7M3 21l7-7", stroke: "currentColor", strokeWidth: "1.5", strokeLinecap: "round", strokeLinejoin: "round" })),
+                    expanded ? "Compact" : "Expand")),
+            react_1.default.createElement("div", { style: { display: "flex", justifyContent: "center", marginBottom: 10, overflow: "visible" } }, renderRadar),
+            react_1.default.createElement("div", { style: { textAlign: "center", marginBottom: 14 } },
+                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 600, color: T.text2, textTransform: "uppercase", letterSpacing: 1.2, marginBottom: 4, fontFamily: T.body } }, "Estimated Savings Range"),
+                react_1.default.createElement("div", { style: {
+                        fontSize: expanded ? 36 : 30,
+                        fontWeight: 900,
+                        color: rev > 0 ? T.accentLt : T.text4,
+                        fontFamily: T.head,
+                        letterSpacing: "-1.5px",
+                        transition: "all .3s",
+                    } }, rev > 0 ? (0, compute_1.fmtK)(loSum) + "\u2013" + (0, compute_1.fmtK)(hiSum) : "\u2014"),
+                rev > 0 && (react_1.default.createElement("div", { style: { fontSize: 12, color: T.text2, marginTop: 2, fontFamily: T.body } }, "Pending document analysis"))),
+            react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr", gap: 8, marginBottom: 14 } }, [
+                { v: highImpact, l: "High Priority", c: T.accentLt },
+                { v: quickWins, l: "Quick Wins", c: T.green },
+                { v: 25 - stratCount, l: "Not Eligible", c: T.text4 },
+            ].map(({ v, l, c }) => (react_1.default.createElement("div", { key: l, style: {
+                    textAlign: "center",
+                    padding: "10px 8px",
+                    background: T.surface2,
+                    borderRadius: 8,
+                    border: `1px solid ${T.border}`,
+                } },
+                react_1.default.createElement("div", { style: { fontSize: 20, fontWeight: 700, color: c, fontFamily: T.head, letterSpacing: "-.5px" } }, v),
+                react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 600, color: T.text2, textTransform: "uppercase", letterSpacing: 1, marginTop: 2, fontFamily: T.body } }, l))))),
+            react_1.default.createElement("div", { style: { borderTop: `1px solid ${T.border}`, paddingTop: 12, display: "grid", gap: 8 } }, [
+                { l: "PTE Election Eligible", v: hasPTE ? "YES" : "NO", c: hasPTE ? T.green : T.text4 },
+                { l: "No-Income-Tax States", v: String(states.filter(s => states_1.NO_INCOME_TAX.has(s)).length), c: hasNoTax ? T.green : T.text4 },
+                { l: "Multi-State Nexus Risk", v: states.length > 1 ? "FLAGGED" : "NONE", c: states.length > 1 ? T.orange : T.text4 },
+                { l: "OBBBA New Provisions", v: obbbaNew + " eligible", c: T.orange },
+            ].map(({ l, v, c }) => (react_1.default.createElement("div", { key: l, style: { display: "flex", justifyContent: "space-between", alignItems: "center" } },
+                react_1.default.createElement("span", { style: { fontSize: 12, color: T.text2, fontFamily: T.body } }, l),
+                react_1.default.createElement("span", { style: { fontSize: 12, fontWeight: 700, color: c, fontFamily: T.body, letterSpacing: 0.3 } }, v))))),
+            react_1.default.createElement("p", { style: { fontSize: 11, color: T.text3, fontFamily: T.body, lineHeight: 1.5, marginTop: 12, textAlign: "center" } }, "Updates live as you change entity, revenue, and states."))));
+}

package/lib/tax-axis/components/intake/TaxAxisIntake.d.ts

@@ -0,0 +1,8 @@
+import React from "react";
+import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+export interface TaxAxisIntakeProps extends TaxAxisScreenProps {
+    onProspect: (profile: ClientProfile) => void;
+    onFullAnalysis: (profile: ClientProfile) => void;
+    initialProfile?: Partial<ClientProfile>;
+}
+export declare function TaxAxisIntake({ userContext, onProspect, onFullAnalysis, initialProfile, }: TaxAxisIntakeProps): React.JSX.Element;

package/lib/tax-axis/components/intake/TaxAxisIntake.js

@@ -0,0 +1,38 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisIntake = TaxAxisIntake;
+const react_1 = __importDefault(require("react"));
+const react_hook_form_1 = require("react-hook-form");
+const yup_1 = require("@hookform/resolvers/yup");
+const intakeSchema_1 = require("./intakeSchema");
+const ClientParametersSection_1 = require("./ClientParametersSection");
+const RefineAnalysisSection_1 = require("./RefineAnalysisSection");
+const CpaIntakeQuestionsSection_1 = require("./CpaIntakeQuestionsSection");
+const StrategyRadar_1 = require("./StrategyRadar");
+const IntakeCtaCards_1 = require("./IntakeCtaCards");
+function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, initialProfile, }) {
+    const methods = (0, react_hook_form_1.useForm)({
+        resolver: (0, yup_1.yupResolver)(intakeSchema_1.intakeSchema), // yupResolver generic incompatibility with RHF v7 — cast is intentional
+        defaultValues: Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), initialProfile),
+        mode: "onChange",
+    });
+    const profile = methods.watch();
+    const handleProspect = () => {
+        methods.handleSubmit((valid) => onProspect(valid), () => { })();
+    };
+    const handleFull = () => {
+        methods.handleSubmit((valid) => onFullAnalysis(valid), () => { })();
+    };
+    return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
+        react_1.default.createElement("div", { className: "grid grid-cols-[1fr_1fr] gap-5" },
+            react_1.default.createElement("div", { className: "flex flex-col gap-4" },
+                react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
+                react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
+                react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),
+                react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
+            react_1.default.createElement("div", { className: "sticky top-5 self-start" },
+                react_1.default.createElement(StrategyRadar_1.StrategyRadar, { profile: profile })))));
+}