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

package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js

@@ -0,0 +1,173 @@
+"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.TaxAxisProspectReport = TaxAxisProspectReport;
+const react_1 = __importStar(require("react"));
+const strategyProspect_1 = require("../../lib/data/strategyProspect");
+const compute_1 = require("../../lib/compute");
+const theme_1 = require("./theme");
+const ProspectCover_1 = require("./ProspectCover");
+const TaxPositionGap_1 = require("./TaxPositionGap");
+const ProspectStrategyCard_1 = require("./ProspectStrategyCard");
+const SampleAnalysisPreview_1 = require("./SampleAnalysisPreview");
+const ProspectDocuments_1 = require("./ProspectDocuments");
+const ProspectNextSteps_1 = require("./ProspectNextSteps");
+const ProspectPrintView_1 = require("./ProspectPrintView");
+function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
+    const bizName = profile.bizName || "Client";
+    const [confirmReset, setConfirmReset] = (0, react_1.useState)(false);
+    const [printMode, setPrintMode] = (0, react_1.useState)(false);
+    // ═══ ELIGIBLE STRATEGIES ═══
+    const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
+    const high = eligible.filter(s => s.priority === "HIGH");
+    const quick = eligible.filter(s => s.priority === "QUICK WIN");
+    // Top 3 by score for the sales narrative
+    const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
+    const remaining = eligible.length - top3.length;
+    const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
+    // ═══ SAVINGS RANGE (dynamic computation) ═══
+    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
+    const displayLo = Math.round(eligible.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) / 1000);
+    const displayHi = Math.round(eligible.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) / 1000);
+    // Savings bar chart data — top 3 strategies with midpoint + percentage
+    const totalMid = eligible.reduce((a, s) => { var _a, _b; const c = computed.get(s.rank); return a + (((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2; }, 0);
+    const barData = top3.map(s => { var _a, _b; const c = computed.get(s.rank); const mid = Math.round((((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2); return { name: s.name, mid, pct: totalMid > 0 ? Math.round(mid / totalMid * 100) : 0 }; });
+    const maxMid = Math.max(...barData.map(b => b.mid), 1);
+    // ═══ GAP BLOCK MATH — Current vs Optimized tax position ═══
+    const rev = (0, compute_1.parseNum)(profile.revenue);
+    const netIncome = (0, compute_1.parseNum)(profile.netIncome) || Math.round(rev * 0.20);
+    const fedRatePct = parseFloat((profile.federalRate || "24").replace("%", "")) || 24;
+    const stateRatePct = parseFloat(profile.stateRate || "4.95") || 4.95;
+    const combinedRate = (fedRatePct + stateRatePct) / 100;
+    const currentTax = Math.round(netIncome * combinedRate);
+    const theoreticalMidK = (displayLo + displayHi) / 2;
+    const realizedSavings = Math.min(Math.round(theoreticalMidK * 1000 * 0.325), Math.round(currentTax * 0.6));
+    const optimizedTax = currentTax - realizedSavings;
+    const realizedPctOfCurrent = currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0;
+    // Section numbering — shifts when Additional Strategies section is present
+    const sectionNums = remaining > 0
+        ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }
+        : { recommended: "02", additional: null, sample: "03", documents: "04", nextSteps: "05" };
+    // ═══ DOCUMENT GROUPING ═══
+    const allDocsNeeded = [...new Set(eligible.flatMap(s => { var _a; return ((_a = strategyProspect_1.STRATEGY_PROSPECT[s.rank]) === null || _a === void 0 ? void 0 : _a.docsNeeded) || []; }))];
+    const requiredDocs = ["Profit & Loss Statement (current year)", "Balance Sheet (current year)"];
+    const recommendedDocs = ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
+    const conditionalDocs = allDocsNeeded.filter(d => !requiredDocs.includes(d) && !recommendedDocs.includes(d)).slice(0, 5);
+    // ═══ PRINT HANDLER ═══
+    const handlePrint = () => {
+        setPrintMode(true);
+        requestAnimationFrame(() => {
+            requestAnimationFrame(() => {
+                const cleanup = () => { setPrintMode(false); window.removeEventListener("afterprint", cleanup); };
+                window.addEventListener("afterprint", cleanup);
+                window.print();
+            });
+        });
+    };
+    // ═══ PRINT MODE — Light theme layout ═══
+    if (printMode) {
+        return (react_1.default.createElement(ProspectPrintView_1.ProspectPrintView, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligible: eligible, high: high, quick: quick, top3: top3, computed: computed, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }));
+    }
+    // ═══ INTERACTIVE MODE — Dark theme layout ═══
+    return (react_1.default.createElement("div", null,
+        react_1.default.createElement(ProspectCover_1.ProspectCover, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi }),
+        react_1.default.createElement(TaxPositionGap_1.TaxPositionGap, { bizName: bizName, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligibleCount: eligible.length, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings }),
+        react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
+            react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: theme_1.T.text4, marginBottom: 16, fontFamily: theme_1.T.mono } }, "AT A GLANCE"),
+            react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [
+                { v: `$${displayLo}K\u2013$${displayHi}K`, l: "Est. Savings" },
+                { v: String(eligible.length), l: "Strategies Found" },
+                { v: String(high.length), l: "High Impact" },
+                { v: String(quick.length), l: "Quick Wins" },
+            ].map(({ v, l }) => (react_1.default.createElement("div", { key: l },
+                react_1.default.createElement("div", { style: { fontSize: 20, fontWeight: 800, color: theme_1.T.accentLt, fontFamily: theme_1.T.head, lineHeight: 1.2, marginBottom: 4 } }, v),
+                react_1.default.createElement("div", { style: { fontSize: 10, color: theme_1.T.text3, fontFamily: theme_1.T.body } }, l)))))),
+        react_1.default.createElement("div", { style: { marginBottom: 24 } },
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "01"),
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "EXECUTIVE SUMMARY")),
+            react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
+            react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } },
+                "We evaluated ",
+                bizName,
+                "'s tax position against 25 federal strategies and identified ",
+                react_1.default.createElement("strong", { style: { color: theme_1.T.white } },
+                    eligible.length,
+                    " applicable opportunities"),
+                " with combined estimated savings of ",
+                react_1.default.createElement("strong", { style: { color: theme_1.T.accentLt } },
+                    "$",
+                    displayLo,
+                    "K\u2013$",
+                    displayHi,
+                    "K annually"),
+                ". ",
+                high.length,
+                " strategies could have significant impact."),
+            react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8 } },
+                "The top ",
+                top3.length,
+                " strategies are detailed below.",
+                quick.length > 0 ? ` ${quick.length} can be implemented this week with no structural changes.` : "",
+                " These are profile-based estimates \u2014 uploading financial documents will refine savings calculations and unlock all 25 strategies.")),
+        react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "20px 24px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
+            react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: theme_1.T.text4, textTransform: "uppercase", letterSpacing: "0.12em", marginBottom: 12, fontFamily: theme_1.T.mono } }, "SAVINGS DISTRIBUTION"),
+            barData.map((b, i) => (react_1.default.createElement("div", { key: i, style: { display: "flex", alignItems: "center", gap: 10, marginBottom: i < barData.length - 1 ? 8 : 0 } },
+                react_1.default.createElement("span", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body, width: 120, flexShrink: 0, overflow: "hidden", textOverflow: "ellipsis", whiteSpace: "nowrap" } }, b.name),
+                react_1.default.createElement("div", { style: { flex: 1, height: 8, background: theme_1.T.surface2, borderRadius: 4, overflow: "hidden" } },
+                    react_1.default.createElement("div", { style: { width: `${(b.mid / maxMid) * 100}%`, height: "100%", borderRadius: 4, background: theme_1.T.accent, opacity: 1 - i * 0.2 } })),
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 600, color: theme_1.T.accentLt, fontFamily: theme_1.T.mono, width: 60, textAlign: "right", flexShrink: 0 } },
+                    "$",
+                    (b.mid / 1000).toFixed(1),
+                    "K"),
+                react_1.default.createElement("span", { style: { fontSize: 10, color: theme_1.T.text4, fontFamily: theme_1.T.mono, width: 32, textAlign: "right", flexShrink: 0 } },
+                    "(",
+                    b.pct,
+                    "%)"))))),
+        react_1.default.createElement("div", { style: { marginBottom: 20 } },
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "02"),
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "RECOMMENDED STRATEGIES")),
+            react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
+            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed }))))),
+        remaining > 0 && (react_1.default.createElement("div", { style: { marginBottom: 24 } },
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "03"),
+                react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "ADDITIONAL STRATEGIES")),
+            react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
+            react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", boxShadow: theme_1.T.shadow } },
+                react_1.default.createElement("div", { style: { fontSize: 16, fontWeight: 700, color: theme_1.T.white, fontFamily: theme_1.T.head, marginBottom: 10 } },
+                    "+ ",
+                    remaining,
+                    " more strategies identified"),
+                react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } },
+                    "Including: ",
+                    remainingNames.join(", "),
+                    remaining > 4 ? " and more" : ""),
+                react_1.default.createElement("div", { style: { fontSize: 12, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.6, borderLeft: `3px solid ${theme_1.T.accent}`, paddingLeft: 12 } }, "Full analysis with documents unlocks specific savings estimates for every eligible strategy.")))),
+        react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length }),
+        react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),
+        react_1.default.createElement(ProspectNextSteps_1.ProspectNextSteps, { sectionNum: sectionNums.nextSteps, bizName: bizName, onUpgrade: onUpgrade, onPresent: onPresent, onPrint: handlePrint, onReset: onReset, confirmReset: confirmReset, onConfirmResetChange: setConfirmReset })));
+}

package/lib/tax-axis/components/prospectReport/TaxPositionGap.d.ts

@@ -0,0 +1,15 @@
+import React from "react";
+interface TaxPositionGapProps {
+    bizName: string;
+    currentTax: number;
+    optimizedTax: number;
+    realizedSavings: number;
+    realizedPctOfCurrent: number;
+    fedRatePct: number;
+    stateRatePct: number;
+    eligibleCount: number;
+    fmtTax: (n: number) => string;
+    fmtSavings: (n: number) => string;
+}
+export declare function TaxPositionGap({ bizName, currentTax, optimizedTax, realizedSavings, realizedPctOfCurrent, fedRatePct, stateRatePct, eligibleCount, fmtTax, fmtSavings, }: TaxPositionGapProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/prospectReport/TaxPositionGap.js

@@ -0,0 +1,45 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxPositionGap = TaxPositionGap;
+const react_1 = __importDefault(require("react"));
+const theme_1 = require("./theme");
+function TaxPositionGap({ bizName, currentTax, optimizedTax, realizedSavings, realizedPctOfCurrent, fedRatePct, stateRatePct, eligibleCount, fmtTax, fmtSavings, }) {
+    return (react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "28px 32px", marginBottom: 24, boxShadow: theme_1.T.shadow, position: "relative", overflow: "hidden" } },
+        react_1.default.createElement("div", { style: { position: "absolute", top: 0, right: 0, bottom: 0, width: "40%", background: "linear-gradient(135deg,transparent 0%,rgba(36,131,132,0.04) 100%)", pointerEvents: "none" } }),
+        react_1.default.createElement("div", { style: { position: "relative" } },
+            react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: theme_1.T.text4, marginBottom: 6, fontFamily: theme_1.T.body } }, "The Opportunity"),
+            react_1.default.createElement("div", { style: { fontSize: 18, fontWeight: 600, color: theme_1.T.white, fontFamily: theme_1.T.head, lineHeight: 1.35, marginBottom: 22, maxWidth: 560 } },
+                bizName,
+                " is paying ",
+                fmtTax(currentTax),
+                " in federal and state tax this year. Here's what that looks like with TaxAxis."),
+            react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr", gap: 16, marginBottom: 20 } },
+                react_1.default.createElement("div", { style: { padding: "18px 20px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 10 } },
+                    react_1.default.createElement("div", { style: { fontSize: 9, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, marginBottom: 8, fontFamily: theme_1.T.body } }, "Current Position"),
+                    react_1.default.createElement("div", { style: { fontSize: 30, fontWeight: 800, color: theme_1.T.text2, fontFamily: theme_1.T.head, letterSpacing: "-1px", lineHeight: 1, marginBottom: 6 } }, fmtTax(currentTax)),
+                    react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.5 } },
+                        "Annual federal + state tax at your current profile (",
+                        fedRatePct,
+                        "% federal, ",
+                        stateRatePct,
+                        "% state)")),
+                react_1.default.createElement("div", { style: { padding: "18px 20px", background: `linear-gradient(135deg,${theme_1.T.accentBg} 0%,rgba(36,131,132,0.04) 100%)`, border: `1px solid ${theme_1.T.accent}`, borderRadius: 10 } },
+                    react_1.default.createElement("div", { style: { fontSize: 9, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.accentLt, marginBottom: 8, fontFamily: theme_1.T.body } }, "With TaxAxis"),
+                    react_1.default.createElement("div", { style: { fontSize: 30, fontWeight: 800, color: theme_1.T.accentLt, fontFamily: theme_1.T.head, letterSpacing: "-1px", lineHeight: 1, marginBottom: 6 } }, fmtTax(optimizedTax)),
+                    react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.5 } },
+                        "After applying realized savings from ",
+                        eligibleCount,
+                        " eligible strategies"))),
+            react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 14, padding: "14px 18px", background: theme_1.T.accentBg, border: `1px solid ${theme_1.T.accent}`, borderRadius: 10 } },
+                react_1.default.createElement("div", { style: { flex: 1 } },
+                    react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 600, color: theme_1.T.accentLt, textTransform: "uppercase", letterSpacing: "0.12em", fontFamily: theme_1.T.body, marginBottom: 3 } }, "Annual Savings Opportunity"),
+                    react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.5 } },
+                        "That's ",
+                        realizedPctOfCurrent,
+                        "% of your current tax bill \u2014 and it recurs every year you stay engaged.")),
+                react_1.default.createElement("div", { style: { fontSize: 34, fontWeight: 900, color: theme_1.T.accentLt, fontFamily: theme_1.T.head, letterSpacing: "-1.5px", lineHeight: 1, whiteSpace: "nowrap" } }, fmtSavings(realizedSavings))),
+            react_1.default.createElement("div", { style: { fontSize: 10, color: theme_1.T.text4, fontFamily: theme_1.T.body, marginTop: 10, fontStyle: "italic" } }, "Realized savings reflect strategy interactions and \u00A76694 reasonableness. Full implementation may span 2\u20133 tax years for profiles with high theoretical opportunity."))));
+}

package/lib/tax-axis/components/prospectReport/theme.d.ts

@@ -0,0 +1,26 @@
+export declare const T: {
+    readonly bg: "#060821";
+    readonly surface: "#0E1133";
+    readonly surface2: "#171B44";
+    readonly surface3: "#282B52";
+    readonly border: "#2E3160";
+    readonly accent: "#248384";
+    readonly accentLt: "#A1E5E6";
+    readonly accentGlow: "rgba(161,229,230,0.10)";
+    readonly accentBg: "rgba(36,131,132,0.10)";
+    readonly orange: "#FB9A1D";
+    readonly orangeBg: "rgba(251,154,29,0.08)";
+    readonly orangeBdr: "rgba(251,154,29,0.25)";
+    readonly white: "#FFFFFF";
+    readonly text: "#FFFFFF";
+    readonly text2: "#E6E8F5";
+    readonly text3: "#C8CCE5";
+    readonly text4: "#9498B8";
+    readonly green: "#34D399";
+    readonly red: "#C53030";
+    readonly head: "'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',Arial,sans-serif";
+    readonly body: "'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,'Helvetica Neue',Arial,sans-serif";
+    readonly mono: "'JetBrains Mono','Fira Code',monospace";
+    readonly shadow: "0 2px 12px rgba(6,8,33,0.5)";
+    readonly shadowLg: "0 8px 40px rgba(6,8,33,0.6)";
+};

package/lib/tax-axis/components/prospectReport/theme.js

@@ -0,0 +1,33 @@
+"use strict";
+// ═══════════════════════════════════════════════════════════════════
+// ProspectReport — Dark-theme tokens for interactive mode
+// Verbatim from mock (App.jsx:15-31).
+// ═══════════════════════════════════════════════════════════════════
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.T = void 0;
+exports.T = {
+    bg: "#060821",
+    surface: "#0E1133",
+    surface2: "#171B44",
+    surface3: "#282B52",
+    border: "#2E3160",
+    accent: "#248384",
+    accentLt: "#A1E5E6",
+    accentGlow: "rgba(161,229,230,0.10)",
+    accentBg: "rgba(36,131,132,0.10)",
+    orange: "#FB9A1D",
+    orangeBg: "rgba(251,154,29,0.08)",
+    orangeBdr: "rgba(251,154,29,0.25)",
+    white: "#FFFFFF",
+    text: "#FFFFFF",
+    text2: "#E6E8F5",
+    text3: "#C8CCE5",
+    text4: "#9498B8",
+    green: "#34D399",
+    red: "#C53030",
+    head: "'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',Arial,sans-serif",
+    body: "'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,'Helvetica Neue',Arial,sans-serif",
+    mono: "'JetBrains Mono','Fira Code',monospace",
+    shadow: "0 2px 12px rgba(6,8,33,0.5)",
+    shadowLg: "0 8px 40px rgba(6,8,33,0.6)",
+};

package/lib/tax-axis/components/shared/ReportToolbar.d.ts

@@ -0,0 +1,12 @@
+import React from "react";
+import type { Palette } from "../clientReport/palette";
+export type ReportView = "client" | "preparer";
+export interface ReportToolbarProps {
+    view: ReportView;
+    palette: Palette;
+    onBack: () => void;
+    onToggle: (v: ReportView) => void;
+    onPrintClient: () => void;
+    onPrintPreparer: () => void;
+}
+export declare function ReportToolbar({ view, palette, onBack, onToggle, onPrintClient, onPrintPreparer }: ReportToolbarProps): React.JSX.Element;

package/lib/tax-axis/components/shared/ReportToolbar.js

@@ -0,0 +1,81 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.ReportToolbar = ReportToolbar;
+const react_1 = __importDefault(require("react"));
+function ReportToolbar({ view, palette, onBack, onToggle, onPrintClient, onPrintPreparer }) {
+    return (react_1.default.createElement("div", { className: "no-print", style: {
+            position: "sticky",
+            top: 0,
+            zIndex: 100,
+            background: palette.white,
+            borderBottom: "1px solid " + palette.gray200,
+            padding: "10px 20px",
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "space-between",
+        } },
+        react_1.default.createElement("button", { onClick: onBack, style: {
+                background: "none",
+                border: "1px solid " + palette.gray300,
+                borderRadius: 8,
+                padding: "8px 16px",
+                fontSize: 13,
+                color: palette.gray700,
+                fontFamily: palette.body,
+                cursor: "pointer",
+                display: "flex",
+                alignItems: "center",
+                gap: 6,
+            } }, "Back to Dashboard"),
+        react_1.default.createElement("div", { style: { display: "flex", background: palette.gray100, borderRadius: 8, padding: 2 } },
+            react_1.default.createElement("button", { onClick: () => onToggle("client"), style: {
+                    padding: "6px 16px",
+                    borderRadius: 6,
+                    fontSize: 12,
+                    fontWeight: 600,
+                    fontFamily: palette.body,
+                    border: "none",
+                    cursor: "pointer",
+                    background: view === "client" ? palette.white : "transparent",
+                    color: view === "client" ? palette.teal : palette.gray600,
+                    boxShadow: view === "client" ? "0 1px 3px rgba(0,0,0,0.1)" : "none",
+                } }, "Client Report"),
+            react_1.default.createElement("button", { onClick: () => onToggle("preparer"), style: {
+                    padding: "6px 16px",
+                    borderRadius: 6,
+                    fontSize: 12,
+                    fontWeight: 600,
+                    fontFamily: palette.body,
+                    border: "none",
+                    cursor: "pointer",
+                    background: view === "preparer" ? palette.white : "transparent",
+                    color: view === "preparer" ? palette.teal : palette.gray600,
+                    boxShadow: view === "preparer" ? "0 1px 3px rgba(0,0,0,0.1)" : "none",
+                } }, "Preparer Workpaper")),
+        react_1.default.createElement("div", { style: { display: "flex", gap: 8 } },
+            react_1.default.createElement("button", { onClick: onPrintClient, style: {
+                    background: "none",
+                    border: "1px solid " + palette.gray300,
+                    borderRadius: 8,
+                    padding: "8px 14px",
+                    fontSize: 12,
+                    fontWeight: 600,
+                    color: palette.gray700,
+                    fontFamily: palette.body,
+                    cursor: "pointer",
+                } }, "Download Client Report"),
+            react_1.default.createElement("button", { onClick: onPrintPreparer, style: {
+                    background: "linear-gradient(135deg," + palette.teal + ",#1A6B6C)",
+                    border: "none",
+                    borderRadius: 8,
+                    padding: "8px 14px",
+                    fontSize: 12,
+                    fontWeight: 600,
+                    color: palette.white,
+                    fontFamily: palette.body,
+                    cursor: "pointer",
+                } }, "Download Preparer Workpaper"))));
+}

package/lib/tax-axis/components/shared/SectionHeader.d.ts

@@ -0,0 +1,8 @@
+import React from "react";
+interface SectionHeaderProps {
+    number: string;
+    title: string;
+    subtitle?: string;
+}
+export declare function SectionHeader({ number, title, subtitle }: SectionHeaderProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/shared/SectionHeader.js

@@ -0,0 +1,15 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.SectionHeader = SectionHeader;
+const react_1 = __importDefault(require("react"));
+function SectionHeader({ number, title, subtitle }) {
+    return (react_1.default.createElement("div", { className: "mb-4" },
+        react_1.default.createElement("div", { className: "flex items-baseline gap-2.5 mb-1.5" },
+            react_1.default.createElement("span", { className: "text-[11px] font-bold text-tax-axis-teal font-tax-axis-body" }, number),
+            react_1.default.createElement("span", { className: "text-[11px] font-bold uppercase tracking-wider text-tax-axis-text-4 font-tax-axis-body" }, title)),
+        react_1.default.createElement("div", { className: "h-0.5 w-12 bg-tax-axis-teal" }),
+        subtitle && react_1.default.createElement("p", { className: "text-sm text-tax-axis-text-2 font-tax-axis-body mt-3" }, subtitle)));
+}

package/lib/tax-axis/components/shared/TaxAxisBadge.d.ts

@@ -0,0 +1,12 @@
+import React, { ReactNode } from "react";
+type BadgeColor = "teal" | "orange" | "green" | "red" | "neutral";
+type BadgeVariant = "solid" | "outline";
+type BadgeSize = "xs" | "sm";
+interface TaxAxisBadgeProps {
+    children: ReactNode;
+    color?: BadgeColor;
+    variant?: BadgeVariant;
+    size?: BadgeSize;
+}
+export declare function TaxAxisBadge({ children, color, variant, size, }: TaxAxisBadgeProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/shared/TaxAxisBadge.js

@@ -0,0 +1,34 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisBadge = TaxAxisBadge;
+const react_1 = __importDefault(require("react"));
+function TaxAxisBadge({ children, color = "teal", variant = "outline", size = "sm", }) {
+    const colorMap = {
+        teal: {
+            solid: "bg-tax-axis-teal text-white border-tax-axis-teal",
+            outline: "bg-tax-axis-teal-bg text-tax-axis-teal-light border-tax-axis-teal",
+        },
+        orange: {
+            solid: "bg-tax-axis-orange text-white border-tax-axis-orange",
+            outline: "bg-tax-axis-orange-bg text-tax-axis-orange border-tax-axis-orange-border",
+        },
+        green: {
+            solid: "bg-tax-axis-green text-white border-tax-axis-green",
+            outline: "bg-tax-axis-green-bg text-tax-axis-green border-tax-axis-green",
+        },
+        red: {
+            solid: "bg-tax-axis-red text-white border-tax-axis-red",
+            outline: "bg-tax-axis-red/10 text-tax-axis-red border-tax-axis-red",
+        },
+        neutral: {
+            solid: "bg-tax-axis-surface-2 text-tax-axis-text-2 border-tax-axis-border",
+            outline: "bg-transparent text-tax-axis-text-3 border-tax-axis-border",
+        },
+    };
+    const sizeClass = size === "xs" ? "text-[9px] px-2 py-0.5" : "text-[10px] px-2.5 py-1";
+    const classes = `${colorMap[color][variant]} ${sizeClass} inline-block rounded border font-bold uppercase tracking-wider font-tax-axis-body`;
+    return react_1.default.createElement("span", { className: classes }, children);
+}

package/lib/tax-axis/components/shared/TaxAxisButton.d.ts

@@ -0,0 +1,12 @@
+import React, { ReactNode, MouseEvent } from "react";
+type ButtonVariant = "primary" | "secondary" | "orange" | "ghost";
+interface TaxAxisButtonProps {
+    children: ReactNode;
+    onClick?: (e?: MouseEvent<HTMLElement>) => void;
+    variant?: ButtonVariant;
+    disabled?: boolean;
+    className?: string;
+    type?: "button" | "submit" | "reset";
+}
+export declare function TaxAxisButton({ children, onClick, variant, disabled, className, type, }: TaxAxisButtonProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/shared/TaxAxisButton.js

@@ -0,0 +1,17 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisButton = TaxAxisButton;
+const react_1 = __importDefault(require("react"));
+function TaxAxisButton({ children, onClick, variant = "primary", disabled, className = "", type = "button", }) {
+    const variantClass = {
+        primary: "bg-gradient-to-br from-tax-axis-teal to-[#1A6B6C] text-white border-0 shadow-[0_0_20px_rgba(36,131,132,0.25),0_4px_16px_rgba(6,8,33,0.4)]",
+        secondary: "bg-transparent border border-tax-axis-border text-tax-axis-text-2",
+        orange: "bg-gradient-to-br from-tax-axis-orange to-[#D07A00] text-white border-0 shadow-[0_0_20px_rgba(251,154,29,0.25),0_4px_16px_rgba(6,8,33,0.4)]",
+        ghost: "bg-transparent border-0 text-tax-axis-text-2",
+    }[variant];
+    const classes = `${variantClass} px-7 py-3.5 rounded-lg text-sm font-semibold font-tax-axis-body tracking-tight transition-all ${disabled ? "opacity-40 cursor-not-allowed" : "cursor-pointer"} ${className}`;
+    return (react_1.default.createElement("button", { type: type, onClick: disabled ? undefined : onClick, disabled: disabled, className: classes }, children));
+}

package/lib/tax-axis/components/shared/TaxAxisCard.d.ts

@@ -0,0 +1,9 @@
+import React, { ReactNode } from "react";
+interface TaxAxisCardProps {
+    children: ReactNode;
+    className?: string;
+    padded?: boolean;
+    bordered?: boolean;
+}
+export declare function TaxAxisCard({ children, className, padded, bordered, }: TaxAxisCardProps): React.JSX.Element;
+export {};

package/lib/tax-axis/components/shared/TaxAxisCard.js

@@ -0,0 +1,13 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisCard = TaxAxisCard;
+const react_1 = __importDefault(require("react"));
+function TaxAxisCard({ children, className = "", padded = true, bordered = true, }) {
+    const base = "bg-tax-axis-surface rounded-xl shadow-lg";
+    const border = bordered ? "border border-tax-axis-border" : "";
+    const padding = padded ? "p-6" : "";
+    return (react_1.default.createElement("div", { className: `${base} ${border} ${padding} ${className}` }, children));
+}

package/lib/tax-axis/index.d.ts

@@ -0,0 +1,25 @@
+export { TaxAxisCard } from "./components/shared/TaxAxisCard";
+export { TaxAxisBadge } from "./components/shared/TaxAxisBadge";
+export { TaxAxisButton } from "./components/shared/TaxAxisButton";
+export { SectionHeader } from "./components/shared/SectionHeader";
+export * from "./lib/types";
+export * from "./lib/data";
+export * from "./lib/compute";
+export { TaxAxisIntake } from "./components/intake/TaxAxisIntake";
+export type { TaxAxisIntakeProps } from "./components/intake/TaxAxisIntake";
+export { TaxAxisDocuments } from "./components/documents/TaxAxisDocuments";
+export type { TaxAxisDocumentsProps } from "./components/documents/TaxAxisDocuments";
+export { TaxAxisProcessing } from "./components/processing/TaxAxisProcessing";
+export type { TaxAxisProcessingProps } from "./components/processing/TaxAxisProcessing";
+export { TaxAxisDashboard } from "./components/dashboard/TaxAxisDashboard";
+export type { TaxAxisDashboardProps } from "./components/dashboard/TaxAxisDashboard";
+export { TaxAxisClientReport } from "./components/clientReport/TaxAxisClientReport";
+export type { TaxAxisClientReportProps } from "./components/clientReport/TaxAxisClientReport";
+export { TaxAxisPreparerWorkpaper } from "./components/preparerWorkpaper/TaxAxisPreparerWorkpaper";
+export type { TaxAxisPreparerWorkpaperProps } from "./components/preparerWorkpaper/TaxAxisPreparerWorkpaper";
+export { TaxAxisExtractionReview } from "./components/extractionReview/TaxAxisExtractionReview";
+export type { TaxAxisExtractionReviewProps } from "./components/extractionReview/TaxAxisExtractionReview";
+export { TaxAxisProspectReport } from "./components/prospectReport/TaxAxisProspectReport";
+export type { TaxAxisProspectReportProps } from "./components/prospectReport/TaxAxisProspectReport";
+export { TaxAxisPresentationMode } from "./components/presentationMode/TaxAxisPresentationMode";
+export type { TaxAxisPresentationModeProps } from "./components/presentationMode/TaxAxisPresentationMode";

package/lib/tax-axis/index.js

@@ -0,0 +1,51 @@
+"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 __exportStar = (this && this.__exportStar) || function(m, exports) {
+    for (var p in m) if (p !== "default" && !Object.prototype.hasOwnProperty.call(exports, p)) __createBinding(exports, m, p);
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.SectionHeader = exports.TaxAxisButton = exports.TaxAxisBadge = exports.TaxAxisCard = void 0;
+// Shared primitives
+var TaxAxisCard_1 = require("./components/shared/TaxAxisCard");
+Object.defineProperty(exports, "TaxAxisCard", { enumerable: true, get: function () { return TaxAxisCard_1.TaxAxisCard; } });
+var TaxAxisBadge_1 = require("./components/shared/TaxAxisBadge");
+Object.defineProperty(exports, "TaxAxisBadge", { enumerable: true, get: function () { return TaxAxisBadge_1.TaxAxisBadge; } });
+var TaxAxisButton_1 = require("./components/shared/TaxAxisButton");
+Object.defineProperty(exports, "TaxAxisButton", { enumerable: true, get: function () { return TaxAxisButton_1.TaxAxisButton; } });
+var SectionHeader_1 = require("./components/shared/SectionHeader");
+Object.defineProperty(exports, "SectionHeader", { enumerable: true, get: function () { return SectionHeader_1.SectionHeader; } });
+// Types
+__exportStar(require("./lib/types"), exports);
+// Data
+__exportStar(require("./lib/data"), exports);
+// Compute
+__exportStar(require("./lib/compute"), exports);
+// Screens
+var TaxAxisIntake_1 = require("./components/intake/TaxAxisIntake");
+Object.defineProperty(exports, "TaxAxisIntake", { enumerable: true, get: function () { return TaxAxisIntake_1.TaxAxisIntake; } });
+var TaxAxisDocuments_1 = require("./components/documents/TaxAxisDocuments");
+Object.defineProperty(exports, "TaxAxisDocuments", { enumerable: true, get: function () { return TaxAxisDocuments_1.TaxAxisDocuments; } });
+var TaxAxisProcessing_1 = require("./components/processing/TaxAxisProcessing");
+Object.defineProperty(exports, "TaxAxisProcessing", { enumerable: true, get: function () { return TaxAxisProcessing_1.TaxAxisProcessing; } });
+var TaxAxisDashboard_1 = require("./components/dashboard/TaxAxisDashboard");
+Object.defineProperty(exports, "TaxAxisDashboard", { enumerable: true, get: function () { return TaxAxisDashboard_1.TaxAxisDashboard; } });
+var TaxAxisClientReport_1 = require("./components/clientReport/TaxAxisClientReport");
+Object.defineProperty(exports, "TaxAxisClientReport", { enumerable: true, get: function () { return TaxAxisClientReport_1.TaxAxisClientReport; } });
+var TaxAxisPreparerWorkpaper_1 = require("./components/preparerWorkpaper/TaxAxisPreparerWorkpaper");
+Object.defineProperty(exports, "TaxAxisPreparerWorkpaper", { enumerable: true, get: function () { return TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper; } });
+var TaxAxisExtractionReview_1 = require("./components/extractionReview/TaxAxisExtractionReview");
+Object.defineProperty(exports, "TaxAxisExtractionReview", { enumerable: true, get: function () { return TaxAxisExtractionReview_1.TaxAxisExtractionReview; } });
+var TaxAxisProspectReport_1 = require("./components/prospectReport/TaxAxisProspectReport");
+Object.defineProperty(exports, "TaxAxisProspectReport", { enumerable: true, get: function () { return TaxAxisProspectReport_1.TaxAxisProspectReport; } });
+var TaxAxisPresentationMode_1 = require("./components/presentationMode/TaxAxisPresentationMode");
+Object.defineProperty(exports, "TaxAxisPresentationMode", { enumerable: true, get: function () { return TaxAxisPresentationMode_1.TaxAxisPresentationMode; } });

package/lib/tax-axis/lib/compute/index.d.ts

@@ -0,0 +1,8 @@
+import type { ClientProfile, Strategy, ComputedMap } from "../types";
+export declare const parseNum: (s: string | undefined) => number;
+export declare const fmtTax: (n: number) => string;
+export declare const fmtSavings: (n: number) => string;
+export declare const fmtK: (n: number) => string;
+export declare const fmtDollar: (n: number) => string;
+export declare function filterEligibleStrategies(profile: ClientProfile): Strategy[];
+export declare function computeAllStrategies(profile: ClientProfile): ComputedMap;