@paro.io/expert-shared-components 1.14.43 → 1.14.46

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

@@ -0,0 +1,97 @@
+import * as Yup from "yup";
+import { ClientProfile } from "../../lib/types";
+export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+    bizName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    cpaName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    entity: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    industry: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    revenue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    netIncome: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownerComp: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    employees: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    year: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    states: import("yup/lib/array").RequiredArraySchema<Yup.StringSchema<string | undefined, import("yup/lib/types").AnyObject, string | undefined>, import("yup/lib/types").AnyObject, (string | undefined)[] | undefined>;
+    filingStatus: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    age: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    sstb: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    riskTolerance: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    overtimePremium: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    tipIncomePct: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    retirementContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hdhpEnrolled: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+}>, import("yup/lib/object").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+    bizName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    cpaName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    entity: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    industry: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    revenue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    netIncome: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownerComp: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    employees: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    year: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    states: import("yup/lib/array").RequiredArraySchema<Yup.StringSchema<string | undefined, import("yup/lib/types").AnyObject, string | undefined>, import("yup/lib/types").AnyObject, (string | undefined)[] | undefined>;
+    filingStatus: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    age: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    sstb: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    riskTolerance: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    overtimePremium: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    tipIncomePct: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    retirementContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hdhpEnrolled: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+}>>, import("yup/lib/object").AssertsShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+    bizName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    cpaName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    entity: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    industry: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    revenue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    netIncome: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownerComp: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    employees: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    year: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    states: import("yup/lib/array").RequiredArraySchema<Yup.StringSchema<string | undefined, import("yup/lib/types").AnyObject, string | undefined>, import("yup/lib/types").AnyObject, (string | undefined)[] | undefined>;
+    filingStatus: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    age: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    sstb: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    riskTolerance: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    overtimePremium: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    tipIncomePct: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    retirementContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hdhpEnrolled: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+}>>>;
+export declare const intakeDefaultValues: Partial<ClientProfile>;

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

@@ -0,0 +1,91 @@
+"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.intakeDefaultValues = exports.intakeSchema = void 0;
+const Yup = __importStar(require("yup"));
+exports.intakeSchema = Yup.object().shape({
+    bizName: Yup.string().required("Business name required").ensure(),
+    cpaName: Yup.string().required("Preparer name required").ensure(),
+    entity: Yup.string().required("Entity type required").ensure(),
+    industry: Yup.string().required("Industry required").ensure(),
+    revenue: Yup.string().required("Revenue required").ensure(),
+    netIncome: Yup.string().ensure(),
+    ownerComp: Yup.string().ensure(),
+    employees: Yup.string().ensure(),
+    year: Yup.string().required("Tax year required").ensure(),
+    states: Yup.array().of(Yup.string()).min(1, "Select at least one state").ensure(),
+    filingStatus: Yup.string().ensure(),
+    age: Yup.string().ensure(),
+    sstb: Yup.string().ensure(),
+    ownsRealEstate: Yup.string().ensure(),
+    itemizesDeductions: Yup.string().ensure(),
+    singleOwner: Yup.string().ensure(),
+    equipmentPurchased: Yup.string().ensure(),
+    realEstateValue: Yup.string().ensure(),
+    capitalGains: Yup.string().ensure(),
+    federalRate: Yup.string().ensure(),
+    stateRate: Yup.string().ensure(),
+    taxDataYears: Yup.string().ensure(),
+    riskTolerance: Yup.string().ensure(),
+    overtimePremium: Yup.string().ensure(),
+    tipIncomePct: Yup.string().ensure(),
+    retirementContributions: Yup.string().ensure(),
+    hdhpEnrolled: Yup.string().ensure(),
+    hsaContributions: Yup.string().ensure(),
+    wotcHires: Yup.string().ensure(),
+    familyEmployed: Yup.string().ensure(),
+});
+exports.intakeDefaultValues = {
+    bizName: "",
+    cpaName: "",
+    entity: "S-Corporation",
+    industry: "Professional Services",
+    revenue: "",
+    netIncome: "",
+    ownerComp: "",
+    employees: "",
+    year: "2026",
+    states: [],
+    filingStatus: "MFJ",
+    age: "",
+    sstb: "No",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    equipmentPurchased: "0",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "24%",
+    stateRate: "",
+    taxDataYears: "1 year",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+};

package/lib/tax-axis/components/preparerWorkpaper/CalculationTraceAccordion.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { StrategyTraceStep } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface CalculationTraceAccordionProps {
+    trace: StrategyTraceStep[];
+    palette: Palette;
+}
+export declare function CalculationTraceAccordion({ trace, palette }: CalculationTraceAccordionProps): React.JSX.Element | null;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/CalculationTraceAccordion.js

@@ -0,0 +1,19 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.CalculationTraceAccordion = CalculationTraceAccordion;
+const react_1 = __importDefault(require("react"));
+function CalculationTraceAccordion({ trace, palette }) {
+    if (!trace || trace.length === 0)
+        return null;
+    return (react_1.default.createElement("div", { style: { padding: "12px 18px", background: palette.gray50 } }, trace.map((t, ti) => (react_1.default.createElement("div", { key: ti, style: { display: "flex", alignItems: "baseline", gap: 8, padding: "5px 0", fontSize: 12, fontFamily: palette.mono } },
+        react_1.default.createElement("span", { style: { color: palette.teal, fontWeight: 700, minWidth: 50 } }, "Step " + t.n),
+        react_1.default.createElement("span", { style: { color: palette.gray700, flex: 1 } },
+            t.step,
+            ": ",
+            react_1.default.createElement("span", { style: { color: palette.gray500 } }, t.formula)),
+        react_1.default.createElement("span", { style: { fontWeight: 600, color: palette.teal, minWidth: 80, textAlign: "right" } }, t.result),
+        react_1.default.createElement("span", { style: { fontSize: 10, color: palette.gray400, minWidth: 50, textAlign: "right" } }, "[" + t.src + "]"))))));
+}

package/lib/tax-axis/components/preparerWorkpaper/EngagementHeader.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { ClientProfile } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface EngagementHeaderProps {
+    profile: ClientProfile;
+    palette: Palette;
+}
+export declare function EngagementHeader({ profile, palette }: EngagementHeaderProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/EngagementHeader.js

@@ -0,0 +1,43 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.EngagementHeader = EngagementHeader;
+const react_1 = __importDefault(require("react"));
+const compute_1 = require("../../lib/compute");
+function EngagementHeader({ profile, palette }) {
+    const bizName = profile.bizName || "Client";
+    const states = profile.states || [];
+    const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 0;
+    const card = {
+        background: palette.white,
+        border: "1px solid " + palette.gray200,
+        borderRadius: 12,
+        padding: "24px 28px",
+        marginBottom: 16,
+        boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
+    };
+    const rows = [
+        ["Entity", profile.entity],
+        ["Industry", profile.industry],
+        ["States", states.join(", ") || "\u2014"],
+        ["Tax Year", profile.year],
+        ["Filing", profile.filingStatus || "MFJ"],
+        ["SSTB", profile.sstb || "No"],
+        ["Fed Rate", profile.federalRate || "24%"],
+        ["State Rate", (profile.stateRate || "4.95") + "%"],
+        ["Revenue", "$" + (rev || 0).toLocaleString()],
+        ["Net Income", "$" + (0, compute_1.parseNum)(profile.netIncome).toLocaleString()],
+        ["Owner Comp", "$" + (0, compute_1.parseNum)(profile.ownerComp).toLocaleString()],
+        ["Data Years", profile.taxDataYears || "1 yr (\u00B130%)"],
+    ];
+    return (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { padding: 0, overflow: "hidden", marginBottom: 24 }) },
+        react_1.default.createElement("div", { style: { height: 4, background: palette.navy } }),
+        react_1.default.createElement("div", { style: { padding: "28px 28px 24px" } },
+            react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, color: palette.gray400, textTransform: "uppercase", letterSpacing: 2, marginBottom: 6, fontFamily: palette.mono } }, "TAX STRATEGY WORKPAPER"),
+            react_1.default.createElement("div", { style: { fontSize: 22, fontWeight: 700, color: palette.gray900, fontFamily: palette.head, marginBottom: 20 } }, bizName),
+            react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: "1px", background: palette.gray200, borderRadius: 8, overflow: "hidden" } }, rows.map(([k, v]) => (react_1.default.createElement("div", { key: k, style: { background: palette.white, padding: "10px 12px" } },
+                react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray400, textTransform: "uppercase", letterSpacing: ".5px", marginBottom: 2, fontFamily: palette.mono } }, k),
+                react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 600, color: palette.gray800, fontFamily: palette.body } }, v))))))));
+}

package/lib/tax-axis/components/preparerWorkpaper/Position6694Accordion.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { Strategy } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface Position6694AccordionProps {
+    strategy: Strategy;
+    palette: Palette;
+}
+export declare function Position6694Accordion({ strategy: s, palette }: Position6694AccordionProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/Position6694Accordion.js

@@ -0,0 +1,25 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.Position6694Accordion = Position6694Accordion;
+const react_1 = __importDefault(require("react"));
+function Position6694Accordion({ strategy: s, palette }) {
+    const isObbba = s.cat === "obbba_new";
+    return (react_1.default.createElement("div", { style: { padding: "12px 18px", background: palette.gray50, fontSize: 12, color: palette.gray600, lineHeight: 1.7, fontFamily: palette.body } },
+        react_1.default.createElement("div", { style: { marginBottom: 6 } },
+            react_1.default.createElement("strong", { style: { color: palette.gray800 } }, "Authority:"),
+            " ",
+            s.authority),
+        s.warning && (react_1.default.createElement("div", { style: { marginBottom: 6, padding: "8px 12px", background: palette.orangePale, borderRadius: 6, color: "#92400E" } },
+            react_1.default.createElement("strong", null, "Flag:"),
+            " ",
+            s.warning)),
+        react_1.default.createElement("div", null,
+            react_1.default.createElement("strong", { style: { color: palette.gray800 } }, "Position:"),
+            " ",
+            isObbba
+                ? "Reasonable Basis \u2014 OBBBA provision with limited IRS guidance. CPA verification required."
+                : "Substantial Authority \u2014 established IRC guidance supporting this position.")));
+}

package/lib/tax-axis/components/preparerWorkpaper/PriorityGroup.d.ts

@@ -0,0 +1,14 @@
+import React from "react";
+import type { Strategy, ComputedMap } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface PriorityGroupProps {
+    priority: string;
+    items: Strategy[];
+    computed: ComputedMap;
+    printMode: boolean;
+    expanded: Record<string, boolean>;
+    onToggle: (rank: number, section: string) => void;
+    palette: Palette;
+}
+export declare function PriorityGroup({ priority, items, computed, printMode, expanded, onToggle, palette }: PriorityGroupProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/PriorityGroup.js

@@ -0,0 +1,20 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.PriorityGroup = PriorityGroup;
+const react_1 = __importDefault(require("react"));
+const StrategyWorkpaperCard_1 = require("./StrategyWorkpaperCard");
+function PriorityGroup({ priority, items, computed, printMode, expanded, onToggle, palette }) {
+    const priorityColor = priority === "HIGH" ? palette.green
+        : priority === "QUICK WIN" ? palette.teal
+            : priority === "MEDIUM" ? "#B45309"
+                : palette.gray500;
+    return (react_1.default.createElement("div", { style: { marginBottom: 24 } },
+        react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 8, marginBottom: 12 } },
+            react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, color: priorityColor, textTransform: "uppercase", letterSpacing: 1.5, fontFamily: palette.mono } }, priority),
+            react_1.default.createElement("div", { style: { flex: 1, height: 1, background: palette.gray200 } }),
+            react_1.default.createElement("div", { style: { fontSize: 11, color: palette.gray400, fontFamily: palette.mono } }, items.length + " strateg" + (items.length === 1 ? "y" : "ies"))),
+        items.map(s => (react_1.default.createElement(StrategyWorkpaperCard_1.StrategyWorkpaperCard, { key: s.rank, strategy: s, computed: computed.get(s.rank), priority: priority, printMode: printMode, expanded: expanded, onToggle: onToggle, palette: palette })))));
+}

package/lib/tax-axis/components/preparerWorkpaper/Section6694Summary.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { Palette } from "../clientReport/palette";
+interface Section6694SummaryProps {
+    substantialAuth: number;
+    reasonableBasis: number;
+    palette: Palette;
+}
+export declare function Section6694Summary({ substantialAuth, reasonableBasis, palette }: Section6694SummaryProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/Section6694Summary.js

@@ -0,0 +1,36 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.Section6694Summary = Section6694Summary;
+const react_1 = __importDefault(require("react"));
+function Section6694Summary({ substantialAuth, reasonableBasis, palette }) {
+    const card = {
+        background: palette.white,
+        border: "1px solid " + palette.gray200,
+        borderRadius: 12,
+        padding: "24px 28px",
+        marginBottom: 16,
+        boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
+    };
+    const sectionTitle = {
+        fontSize: 11,
+        fontWeight: 700,
+        textTransform: "uppercase",
+        letterSpacing: "0.1em",
+        color: palette.gray500,
+        marginBottom: 16,
+        fontFamily: palette.body,
+    };
+    return (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24 }) },
+        react_1.default.createElement("div", { style: sectionTitle }, "\u00A76694 COMPLIANCE SUMMARY"),
+        react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr", gap: 12, marginBottom: 12 } }, [
+            { v: substantialAuth, l: "Substantial Authority", c: palette.green, bg: palette.greenPale },
+            { v: reasonableBasis, l: "Reasonable Basis", c: palette.orange, bg: palette.orangePale },
+            { v: 0, l: "Needs Disclosure", c: palette.gray600, bg: palette.gray100 },
+        ].map(({ v, l, c, bg }) => (react_1.default.createElement("div", { key: l, style: { background: bg, borderRadius: 8, padding: "14px 12px", textAlign: "center" } },
+            react_1.default.createElement("div", { style: { fontSize: 24, fontWeight: 800, color: c, fontFamily: palette.head } }, v),
+            react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray600, marginTop: 2, fontFamily: palette.body } }, l))))),
+        react_1.default.createElement("div", { style: { fontSize: 11, color: palette.gray500, lineHeight: 1.6, fontFamily: palette.body } }, "All HIGH-priority strategies hold Substantial Authority. OBBBA provisions default to Reasonable Basis pending IRS guidance.")));
+}

package/lib/tax-axis/components/preparerWorkpaper/SourceDocumentsAccordion.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { StrategySource } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface SourceDocumentsAccordionProps {
+    sources: StrategySource[];
+    palette: Palette;
+}
+export declare function SourceDocumentsAccordion({ sources, palette }: SourceDocumentsAccordionProps): React.JSX.Element | null;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/SourceDocumentsAccordion.js

@@ -0,0 +1,20 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.SourceDocumentsAccordion = SourceDocumentsAccordion;
+const react_1 = __importDefault(require("react"));
+function SourceDocumentsAccordion({ sources, palette }) {
+    if (!sources || sources.length === 0)
+        return null;
+    return (react_1.default.createElement("div", { style: { padding: "12px 18px", background: palette.gray50 } },
+        react_1.default.createElement("table", { style: { width: "100%", fontSize: 12, fontFamily: palette.body, borderCollapse: "collapse" } },
+            react_1.default.createElement("thead", null,
+                react_1.default.createElement("tr", { style: { borderBottom: "1px solid " + palette.gray200 } }, ["Document", "Line", "Value", "Field"].map(h => (react_1.default.createElement("th", { key: h, style: { padding: "4px 8px", textAlign: "left", fontSize: 10, fontWeight: 600, color: palette.gray400, textTransform: "uppercase" } }, h))))),
+            react_1.default.createElement("tbody", null, sources.map((src, si) => (react_1.default.createElement("tr", { key: si, style: { borderBottom: "1px solid " + palette.gray100 } },
+                react_1.default.createElement("td", { style: { padding: "4px 8px", color: palette.gray600 } }, src.doc),
+                react_1.default.createElement("td", { style: { padding: "4px 8px", color: palette.gray500, fontFamily: palette.mono, fontSize: 11 } }, src.line),
+                react_1.default.createElement("td", { style: { padding: "4px 8px", fontWeight: 600, color: palette.gray800, fontFamily: palette.mono } }, src.value),
+                react_1.default.createElement("td", { style: { padding: "4px 8px", color: palette.gray500 } }, src.field))))))));
+}

package/lib/tax-axis/components/preparerWorkpaper/StrategyWorkpaperCard.d.ts

@@ -0,0 +1,14 @@
+import React from "react";
+import type { Strategy, ComputedSavings } from "../../lib/types";
+import type { Palette } from "../clientReport/palette";
+interface StrategyWorkpaperCardProps {
+    strategy: Strategy;
+    computed: ComputedSavings | undefined;
+    priority: string;
+    printMode: boolean;
+    expanded: Record<string, boolean>;
+    onToggle: (rank: number, section: string) => void;
+    palette: Palette;
+}
+export declare function StrategyWorkpaperCard({ strategy: s, computed: c, priority, printMode, expanded, onToggle, palette }: StrategyWorkpaperCardProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/preparerWorkpaper/StrategyWorkpaperCard.js

@@ -0,0 +1,53 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.StrategyWorkpaperCard = StrategyWorkpaperCard;
+const react_1 = __importDefault(require("react"));
+const CalculationTraceAccordion_1 = require("./CalculationTraceAccordion");
+const SourceDocumentsAccordion_1 = require("./SourceDocumentsAccordion");
+const Position6694Accordion_1 = require("./Position6694Accordion");
+function StrategyWorkpaperCard({ strategy: s, computed: c, priority, printMode, expanded, onToggle, palette }) {
+    var _a, _b, _c, _d;
+    const card = {
+        background: palette.white,
+        border: "1px solid " + palette.gray200,
+        borderRadius: 12,
+        padding: "24px 28px",
+        marginBottom: 16,
+        boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
+    };
+    const clo = (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo;
+    const chi = (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi;
+    const mid = Math.round((clo + chi) / 2);
+    const cSources = (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : s.sources;
+    const cTrace = (_d = c === null || c === void 0 ? void 0 : c.trace) !== null && _d !== void 0 ? _d : s.trace;
+    const isObbba = s.cat === "obbba_new";
+    const isOpen = (section) => printMode || !!expanded[s.rank + "-" + section];
+    const sections = [
+        { key: "trace", label: "Calculation Trace", content: cTrace && cTrace.length > 0 ? react_1.default.createElement(CalculationTraceAccordion_1.CalculationTraceAccordion, { trace: cTrace, palette: palette }) : null },
+        { key: "sources", label: "Source Documents", content: cSources && cSources.length > 0 ? react_1.default.createElement(SourceDocumentsAccordion_1.SourceDocumentsAccordion, { sources: cSources, palette: palette }) : null },
+        { key: "6694", label: "\u00A76694 Position Analysis", content: react_1.default.createElement(Position6694Accordion_1.Position6694Accordion, { strategy: s, palette: palette }) },
+    ];
+    return (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 12, padding: 0, overflow: "hidden" }) },
+        react_1.default.createElement("div", { style: { padding: "14px 18px", display: "flex", alignItems: "center", justifyContent: "space-between", gap: 12 } },
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 10, flex: 1 } },
+                react_1.default.createElement("span", { style: { fontSize: 12, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, minWidth: 24 } }, "#" + s.rank),
+                react_1.default.createElement("span", { style: { fontSize: 14, fontWeight: 700, color: palette.gray900, fontFamily: palette.head } }, s.name),
+                react_1.default.createElement("span", { style: { fontSize: 10, fontFamily: palette.mono, color: palette.gray400, background: palette.gray100, padding: "2px 6px", borderRadius: 3 } }, s.code)),
+            react_1.default.createElement("span", { style: { fontSize: 16, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, flexShrink: 0 } }, "$" + mid.toLocaleString())),
+        react_1.default.createElement("div", { style: { padding: "0 18px 10px", display: "flex", alignItems: "center", gap: 8, flexWrap: "wrap", fontSize: 11, color: palette.gray500, fontFamily: palette.body } },
+            react_1.default.createElement("span", { style: { fontWeight: 600, color: priority === "HIGH" ? palette.green : priority === "QUICK WIN" ? palette.teal : palette.gray600 } }, priority),
+            react_1.default.createElement("span", null, "\u00B7"),
+            react_1.default.createElement("span", null, "Score: " + s.score),
+            react_1.default.createElement("span", null, "\u00B7"),
+            react_1.default.createElement("span", { style: { color: isObbba ? palette.orange : palette.green } }, isObbba ? "Reasonable Basis" : "Substantial Authority"),
+            react_1.default.createElement("span", null, "\u00B7"),
+            react_1.default.createElement("span", null, s.timeline)),
+        sections.map(({ key, label, content }) => content && (react_1.default.createElement("div", { key: key, style: { borderTop: "1px solid " + palette.gray200 } },
+            react_1.default.createElement("button", { onClick: () => onToggle(s.rank, key), style: { width: "100%", padding: "8px 18px", display: "flex", alignItems: "center", gap: 6, background: "none", border: "none", fontSize: 12, fontWeight: 600, color: palette.teal, fontFamily: palette.body, cursor: "pointer" } },
+                react_1.default.createElement("span", { style: { fontSize: 10, transition: "transform .2s", display: "inline-block", transform: isOpen(key) ? "rotate(90deg)" : "none" } }, "\u25B6"),
+                label),
+            isOpen(key) && content)))));
+}

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts

@@ -0,0 +1,9 @@
+import React from "react";
+import type { ClientProfile } from "../../lib/types";
+import type { TaxAxisScreenProps } from "../../lib/types";
+export interface TaxAxisPreparerWorkpaperProps extends TaxAxisScreenProps {
+    profile: ClientProfile;
+    onBack: () => void;
+    onToggleToClient?: () => void;
+}
+export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;