@paro.io/expert-shared-components 1.14.48 → 1.14.50

package/lib/components/TaxAxis/TaxAxisApi.d.ts

@@ -0,0 +1,54 @@
+export type TaxAxisSessionInput = {
+    clientId?: number | null;
+    freelancerId: number;
+    taxYear: number;
+    businessName?: string;
+    entityType?: string;
+    industry?: string;
+    annualRevenue?: number;
+    w2Compensation?: number;
+    employeeCount?: number;
+    states?: string[];
+};
+export type TaxAxisUploadInput = {
+    sessionId: string;
+    clientId?: number | null;
+    freelancerId?: number;
+    fileName: string;
+    fileType: string;
+    data?: string;
+    fileSize?: number;
+    documentType?: string;
+    s3Key: string;
+};
+export type TaxAxisDocumentRecord = {
+    documentId: string;
+    sessionId: string;
+    fileName: string;
+    fileType: string;
+    fileSize?: number;
+    documentType?: string | null;
+    status: string;
+    s3Key: string;
+    parseError?: string | null;
+    parseStageResults?: unknown[] | null;
+    createdAt?: string;
+    updatedAt?: string;
+};
+export type TaxAxisApi = {
+    createSession: (input: TaxAxisSessionInput) => Promise<any>;
+    getSession: (sessionId: string) => Promise<any>;
+    listSessions: (input?: Record<string, unknown>) => Promise<any[]>;
+    uploadFile: (input: TaxAxisUploadInput) => Promise<any>;
+    deleteDocument: (documentId: string) => Promise<boolean>;
+    getDocuments: (sessionId: string) => Promise<TaxAxisDocumentRecord[]>;
+    analyzeDocuments: (sessionId: string) => Promise<any>;
+    saveReviewedData: (documentId: string, reviewedData: Record<string, unknown>) => Promise<any>;
+    runLlm: (sessionId: string) => Promise<any>;
+    runEval: (llmRunId: string) => Promise<any>;
+    runReportGateways: (sessionId: string) => Promise<any>;
+    getReports: (sessionId: string) => Promise<any[]>;
+    updateReport: (reportId: string, reviewedReport: Record<string, unknown>) => Promise<any>;
+    generatePdf: (sessionId: string) => Promise<any>;
+    getArtifacts: (sessionId: string) => Promise<any[]>;
+};

package/lib/components/TaxAxis/TaxAxisApi.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/components/TaxAxis/TaxAxisShell.d.ts

@@ -0,0 +1,3 @@
+import type { TaxAxisShellProps } from './types';
+export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, }: TaxAxisShellProps) => JSX.Element;
+export default TaxAxisShell;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -0,0 +1,318 @@
+"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;
+};
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisShell = void 0;
+const react_1 = __importStar(require("react"));
+const TaxAxisIntake_1 = require("../../tax-axis/components/intake/TaxAxisIntake");
+const TaxAxisProspectReport_1 = require("../../tax-axis/components/prospectReport/TaxAxisProspectReport");
+const TaxAxisDocuments_1 = require("../../tax-axis/components/documents/TaxAxisDocuments");
+const TaxAxisProcessing_1 = require("../../tax-axis/components/processing/TaxAxisProcessing");
+const TaxAxisDashboard_1 = require("../../tax-axis/components/dashboard/TaxAxisDashboard");
+const TaxAxisExtractionReview_1 = require("../../tax-axis/components/extractionReview/TaxAxisExtractionReview");
+const TaxAxisClientReport_1 = require("../../tax-axis/components/clientReport/TaxAxisClientReport");
+const TaxAxisPreparerWorkpaper_1 = require("../../tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper");
+const TaxAxisPresentationMode_1 = require("../../tax-axis/components/presentationMode/TaxAxisPresentationMode");
+const UploadClient_1 = __importDefault(require("../shared/UploadClient"));
+function sleep(ms) {
+    return new Promise((resolve) => {
+        setTimeout(resolve, ms);
+    });
+}
+function toInt(value) {
+    const parsed = Number(String(value || '0').replace(/[^\d.-]/g, ''));
+    return Number.isFinite(parsed) ? parsed : 0;
+}
+function buildSessionInput(profile) {
+    const taxYear = Number(profile.year) || new Date().getFullYear();
+    return {
+        clientId: null,
+        freelancerId: 0,
+        taxYear,
+        businessName: profile.bizName,
+        entityType: profile.entity,
+        industry: profile.industry,
+        annualRevenue: toInt(profile.revenue),
+        w2Compensation: toInt(profile.ownerComp),
+        employeeCount: toInt(profile.employees),
+        states: profile.states || [],
+    };
+}
+function ShellContainer({ children, fullWidth = false, }) {
+    if (fullWidth) {
+        return react_1.default.createElement(react_1.default.Fragment, null, children);
+    }
+    return (react_1.default.createElement("div", { className: 'min-h-screen bg-tax-axis-navy text-white font-tax-axis-body' },
+        react_1.default.createElement("div", { className: 'max-w-[960px] mx-auto px-5 py-7' }, children)));
+}
+const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, }) => {
+    const [step, setStep] = (0, react_1.useState)('SESSION_SETUP');
+    const [profile, setProfile] = (0, react_1.useState)(initialProfile ? Object.assign({}, initialProfile) : null);
+    const [sessionId, setSessionId] = (0, react_1.useState)(initialSessionId || null);
+    const [isProspectFlow, setIsProspectFlow] = (0, react_1.useState)(false);
+    const [llmResult, setLlmResult] = (0, react_1.useState)(null);
+    const [isBusy, setIsBusy] = (0, react_1.useState)(false);
+    const [error, setError] = (0, react_1.useState)(null);
+    const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
+    const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {
+        setSessionId(nextSessionId);
+        if (onSessionChange) {
+            onSessionChange(nextSessionId);
+        }
+    }, [onSessionChange]);
+    const createSessionIfNeeded = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
+        var _a;
+        if (sessionId)
+            return sessionId;
+        try {
+            const sessionInput = buildSessionInput(nextProfile);
+            const created = yield taxAxisApi.createSession(Object.assign(Object.assign({}, sessionInput), { clientId: (_a = sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.clientId) !== null && _a !== void 0 ? _a : null, freelancerId: (sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId) || sessionInput.freelancerId }));
+            const maybeSessionId = (created === null || created === void 0 ? void 0 : created.sessionId) || (created === null || created === void 0 ? void 0 : created.id) || null;
+            if (maybeSessionId) {
+                updateSessionId(maybeSessionId);
+                return maybeSessionId;
+            }
+        }
+        catch (requestError) {
+            const msg = requestError instanceof Error ? requestError.message : 'Unable to create Tax Axis session right now.';
+            setError(msg);
+        }
+        return null;
+    }), [sessionId, sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.clientId, sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId, taxAxisApi, updateSessionId]);
+    const handleReset = (0, react_1.useCallback)(() => {
+        setStep('SESSION_SETUP');
+        setProfile(null);
+        setIsProspectFlow(false);
+        setError(null);
+        updateSessionId(null);
+    }, [updateSessionId]);
+    const handleProspect = (0, react_1.useCallback)((nextProfile) => {
+        setProfile(nextProfile);
+        setIsProspectFlow(true);
+        setStep('PROSPECT_REPORT');
+    }, []);
+    const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
+        setProfile(nextProfile);
+        setIsProspectFlow(false);
+        setError(null);
+        setBusyMessage('Creating Tax Axis session...');
+        setIsBusy(true);
+        const createdSessionId = yield createSessionIfNeeded(nextProfile);
+        setIsBusy(false);
+        if (!createdSessionId) {
+            return;
+        }
+        setStep('DOCUMENT_UPLOAD');
+    }), [createSessionIfNeeded]);
+    const handleUploadDocument = (0, react_1.useCallback)((doc, file) => __awaiter(void 0, void 0, void 0, function* () {
+        var _a;
+        const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
+        if (!ensuredSessionId) {
+            throw new Error('Unable to upload without a session.');
+        }
+        if (!documentUploadUrl) {
+            throw new Error('Document upload service URL is missing.');
+        }
+        if (!uploadBucketName) {
+            throw new Error('Tax Axis document bucket is missing.');
+        }
+        const uploadClient = new UploadClient_1.default({
+            fileSelected: file,
+            fileName: file.name,
+            projectId: 0,
+            documentUploadUrl,
+            bucketName: uploadBucketName,
+            keyPrefix: `tax-axis/${ensuredSessionId}`,
+        });
+        const uploadResponse = yield uploadClient.triggerMultipartUpload();
+        if (!uploadResponse) {
+            throw new Error('File upload to storage failed.');
+        }
+        const uploadInput = {
+            sessionId: ensuredSessionId,
+            clientId: (_a = sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.clientId) !== null && _a !== void 0 ? _a : null,
+            freelancerId: sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId,
+            fileName: file.name,
+            fileType: file.type || 'application/octet-stream',
+            fileSize: file.size,
+            documentType: doc.id.toUpperCase().replace(/[^A-Z0-9]+/g, '_'),
+            s3Key: uploadClient.state.fileName,
+        };
+        return taxAxisApi.uploadFile(uploadInput);
+    }), [
+        createSessionIfNeeded,
+        documentUploadUrl,
+        profile,
+        sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.clientId,
+        sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId,
+        sessionId,
+        taxAxisApi,
+        uploadBucketName,
+    ]);
+    const handleDeleteDocument = (0, react_1.useCallback)((documentId) => __awaiter(void 0, void 0, void 0, function* () {
+        yield taxAxisApi.deleteDocument(documentId);
+    }), [taxAxisApi]);
+    const handleAnalyzeDocuments = (0, react_1.useCallback)(() => __awaiter(void 0, void 0, void 0, function* () {
+        if (!profile)
+            return;
+        setError(null);
+        setBusyMessage('Preparing documents for analysis...');
+        setIsBusy(true);
+        const ensuredSessionId = yield createSessionIfNeeded(profile);
+        if (!ensuredSessionId) {
+            setIsBusy(false);
+            return;
+        }
+        try {
+            setBusyMessage('Verifying all documents are parsed...');
+            yield taxAxisApi.analyzeDocuments(ensuredSessionId);
+            setBusyMessage('Generating strategy results...');
+            setStep('PROCESSING');
+            const llmResponse = yield taxAxisApi.runLlm(ensuredSessionId);
+            if (llmResponse === null || llmResponse === void 0 ? void 0 : llmResponse.outputPayload) {
+                setLlmResult(llmResponse.outputPayload);
+            }
+        }
+        catch (requestError) {
+            const msg = requestError instanceof Error
+                ? requestError.message
+                : 'Analysis did not complete successfully. Please review uploaded files.';
+            setError(msg);
+            setStep('DOCUMENT_UPLOAD');
+            setIsBusy(false);
+            return;
+        }
+        setIsBusy(false);
+    }), [createSessionIfNeeded, profile, taxAxisApi]);
+    const handleSendReport = (0, react_1.useCallback)(() => __awaiter(void 0, void 0, void 0, function* () {
+        if (!sessionId) {
+            setError('No session id available for sending report.');
+            return;
+        }
+        setError(null);
+        setIsBusy(true);
+        try {
+            yield taxAxisApi.generatePdf(sessionId);
+        }
+        catch (requestError) {
+            const msg = requestError instanceof Error
+                ? requestError.message
+                : 'Failed to request report delivery. Please try again.';
+            setError(msg);
+        }
+        finally {
+            setIsBusy(false);
+        }
+    }), [sessionId, taxAxisApi]);
+    const currentView = (0, react_1.useMemo)(() => {
+        if (step === 'SESSION_SETUP') {
+            return (react_1.default.createElement(ShellContainer, null,
+                react_1.default.createElement(TaxAxisIntake_1.TaxAxisIntake, { userContext: userContext, initialProfile: initialProfile, onProspect: handleProspect, onFullAnalysis: handleFullAnalysis })));
+        }
+        if (!profile) {
+            return (react_1.default.createElement(ShellContainer, null,
+                react_1.default.createElement("div", { className: 'text-sm text-tax-axis-text' }, "Session expired. Start a new analysis.")));
+        }
+        switch (step) {
+            case 'PROSPECT_REPORT':
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
+            case 'DOCUMENT_UPLOAD':
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { profile: profile, userContext: userContext, onUploadDocument: handleUploadDocument, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
+                            const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
+                            if (!ensuredSessionId) {
+                                return [];
+                            }
+                            const docs = yield taxAxisApi.getDocuments(ensuredSessionId);
+                            return docs.map((doc) => ({
+                                fileName: doc.fileName,
+                                status: doc.status,
+                                documentType: doc.documentType,
+                                parseError: doc.parseError,
+                                updatedAt: doc.updatedAt,
+                            }));
+                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
+            case 'PROCESSING':
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, onComplete: () => setStep('DASHBOARD') })));
+            case 'PARSED_REVIEW':
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisExtractionReview_1.TaxAxisExtractionReview, { userContext: userContext, onBack: () => setStep('DASHBOARD'), onConfirmAndUnlock: () => setStep('DASHBOARD') })));
+            case 'DASHBOARD':
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisDashboard_1.TaxAxisDashboard, { profile: profile, userContext: userContext, llmResult: llmResult, onDownloadClient: () => setStep('CLIENT_REPORT'), onDownloadPreparer: () => setStep('PREPARER_WORKPAPER'), onPresent: () => setStep('PRESENTATION'), onSend: handleSendReport, onReviewData: () => setStep('PARSED_REVIEW'), onReset: handleReset })));
+            case 'CLIENT_REPORT':
+                return (react_1.default.createElement(ShellContainer, { fullWidth: true },
+                    react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER') })));
+            case 'PREPARER_WORKPAPER':
+                return (react_1.default.createElement(ShellContainer, { fullWidth: true },
+                    react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT') })));
+            case 'PRESENTATION':
+                return (react_1.default.createElement(ShellContainer, { fullWidth: true },
+                    react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));
+            default:
+                return null;
+        }
+    }, [
+        step,
+        profile,
+        userContext,
+        initialProfile,
+        handleProspect,
+        handleFullAnalysis,
+        isProspectFlow,
+        handleAnalyzeDocuments,
+        handleUploadDocument,
+        handleDeleteDocument,
+        handleReset,
+        handleSendReport,
+        llmResult,
+    ]);
+    return (react_1.default.createElement(react_1.default.Fragment, null,
+        error && (react_1.default.createElement("div", { className: 'fixed right-4 top-4 z-[200] max-w-sm rounded-lg border border-red-500/30 bg-tax-axis-surface px-4 py-3 text-xs text-red-200 shadow-lg' },
+            react_1.default.createElement("div", { className: 'flex items-start gap-2' },
+                react_1.default.createElement("span", { className: 'flex-1' }, error),
+                react_1.default.createElement("button", { onClick: () => setError(null), className: 'bg-transparent border-none text-red-300 text-sm cursor-pointer p-0 leading-none' }, "\u00D7")))),
+        isBusy && (react_1.default.createElement("div", { className: 'fixed inset-0 z-[180] bg-black/25' },
+            react_1.default.createElement("div", { className: 'absolute left-1/2 top-6 -translate-x-1/2 rounded-md bg-tax-axis-surface px-4 py-2.5 text-xs text-tax-axis-text shadow-lg border border-tax-axis-border' },
+                react_1.default.createElement("div", { className: 'flex items-center gap-2' },
+                    react_1.default.createElement("div", { className: 'w-3 h-3 rounded-full animate-spin flex-shrink-0', style: { border: '2px solid transparent', borderTopColor: '#248384' } }),
+                    busyMessage)))),
+        currentView));
+};
+exports.TaxAxisShell = TaxAxisShell;
+exports.default = exports.TaxAxisShell;

package/lib/components/TaxAxis/index.d.ts

@@ -0,0 +1,3 @@
+export { default as TaxAxisShell } from './TaxAxisShell';
+export type { TaxAxisApi, TaxAxisSessionInput, TaxAxisUploadInput } from './TaxAxisApi';
+export type { TaxAxisShellProps, TaxAxisStep } from './types';

package/lib/components/TaxAxis/index.js

@@ -0,0 +1,8 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TaxAxisShell = void 0;
+var TaxAxisShell_1 = require("./TaxAxisShell");
+Object.defineProperty(exports, "TaxAxisShell", { enumerable: true, get: function () { return __importDefault(TaxAxisShell_1).default; } });

package/lib/components/TaxAxis/types.d.ts

@@ -0,0 +1,16 @@
+import type { TaxAxisApi } from './TaxAxisApi';
+import type { ClientProfile, UserContext } from '../../tax-axis/lib/types';
+export type TaxAxisStep = 'SESSION_SETUP' | 'PROSPECT_REPORT' | 'DOCUMENT_UPLOAD' | 'PROCESSING' | 'PARSED_REVIEW' | 'DASHBOARD' | 'CLIENT_REPORT' | 'PREPARER_WORKPAPER' | 'PRESENTATION';
+export type TaxAxisShellProps = {
+    taxAxisApi: TaxAxisApi;
+    userContext?: UserContext;
+    initialSessionId?: string;
+    initialProfile?: Partial<ClientProfile>;
+    onSessionChange?: (sessionId: string | null) => void;
+    documentUploadUrl?: string;
+    uploadBucketName?: string;
+    sessionDefaults?: {
+        freelancerId: number;
+        clientId?: number | null;
+    };
+};

package/lib/components/TaxAxis/types.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/components/shared/UploadClient.d.ts

@@ -8,9 +8,10 @@ export default class UploadClient {
         bucketName: string;
         escalationId?: string;
         taskId?: string;
+        keyPrefix?: string;
     };
     constructor(props: any);
-    generateS3Key(projectId: number, escalationId: string, fileName: string, taskId: string): string;
+    generateS3Key(projectId: number, escalationId: string, fileName: string, taskId: string, keyPrefix?: string): string;
     triggerMultipartUpload(): Promise<string | undefined>;
     uploadMultiPartFile(): Promise<string | undefined>;
     completeUpload(partsArray: any): Promise<string | undefined>;

package/lib/components/shared/UploadClient.js

@@ -20,10 +20,14 @@ class UploadClient {
             bucketName: props.bucketName,
             escalationId: props.escalationId,
             taskId: props.taskId,
+            keyPrefix: props.keyPrefix,
         };
     }
-    generateS3Key(projectId, escalationId, fileName, taskId) {
+    generateS3Key(projectId, escalationId, fileName, taskId, keyPrefix) {
         const sanitizedFileName = fileName.replace(/[^a-zA-Z0-9.-]/g, '_');
+        if (!!keyPrefix) {
+            return `${keyPrefix.replace(/\/+$/, '')}/${sanitizedFileName}`;
+        }
         if (!!taskId) {
             return `project-task-${taskId}/${sanitizedFileName}`;
         }
@@ -37,7 +41,7 @@ class UploadClient {
         return __awaiter(this, void 0, void 0, function* () {
             var _a, _b;
             try {
-                const fileName = this.generateS3Key(this.state.projectId, (_a = this.state.escalationId) !== null && _a !== void 0 ? _a : '', this.state.fileName, (_b = this.state.taskId) !== null && _b !== void 0 ? _b : '');
+                const fileName = this.generateS3Key(this.state.projectId, (_a = this.state.escalationId) !== null && _a !== void 0 ? _a : '', this.state.fileName, (_b = this.state.taskId) !== null && _b !== void 0 ? _b : '', this.state.keyPrefix);
                 this.state = Object.assign(Object.assign({}, this.state), { fileName: fileName });
                 const params = {
                     fileName: this.state.fileName,

package/lib/index.d.ts

@@ -15,7 +15,7 @@ export { fileUploader } from './components/FileUploader';
 export { DiscussionSection } from './components/Invoices/DiscussionSection';
 export { fileDownloader } from './components/FileDownloader';
 export { Escalations } from './components/Escalations';
-export { ProjectIntelligence } from "./components/ProjectIntelligence";
+export { ProjectIntelligence } from './components/ProjectIntelligence';
 export { SectionHeader } from './tax-axis';
 export { TaxAxisBadge } from './tax-axis';
 export { TaxAxisButton } from './tax-axis';
@@ -29,3 +29,5 @@ export { TaxAxisPreparerWorkpaper } from './tax-axis';
 export { TaxAxisExtractionReview } from './tax-axis';
 export { TaxAxisProspectReport } from './tax-axis';
 export { TaxAxisPresentationMode } from './tax-axis';
+export { TaxAxisShell } from './components/TaxAxis';
+export type { TaxAxisApi, TaxAxisSessionInput, TaxAxisUploadInput } from './components/TaxAxis';

package/lib/index.js

@@ -1,6 +1,6 @@
 "use strict";
 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.TaxAxisCard = exports.TaxAxisButton = exports.TaxAxisBadge = exports.SectionHeader = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
+exports.TaxAxisShell = exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.TaxAxisCard = exports.TaxAxisButton = exports.TaxAxisBadge = exports.SectionHeader = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
 var ReviewsTab_1 = require("./components/ReviewsTab");
 Object.defineProperty(exports, "ReviewsTab", { enumerable: true, get: function () { return ReviewsTab_1.ReviewsTab; } });
 var Reviews_1 = require("./components/Reviews");
@@ -63,3 +63,5 @@ var tax_axis_12 = require("./tax-axis");
 Object.defineProperty(exports, "TaxAxisProspectReport", { enumerable: true, get: function () { return tax_axis_12.TaxAxisProspectReport; } });
 var tax_axis_13 = require("./tax-axis");
 Object.defineProperty(exports, "TaxAxisPresentationMode", { enumerable: true, get: function () { return tax_axis_13.TaxAxisPresentationMode; } });
+var TaxAxis_1 = require("./components/TaxAxis");
+Object.defineProperty(exports, "TaxAxisShell", { enumerable: true, get: function () { return TaxAxis_1.TaxAxisShell; } });

package/lib/tax-axis/components/clientReport/TaxAxisClientReport.js

@@ -100,7 +100,7 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }) {
           .report-meta { break-inside: avoid; page-break-inside: avoid; }
           .toc-page { break-after: page; page-break-after: always; }
           * { color-adjust: exact; -webkit-print-color-adjust: exact; }
-          body, p, span, div, td, th, li { color: #212529 !important; }
+          p, span, div, td, th, li { color: #212529 !important; }
           h1, h2, h3, h4, h5, h6, strong, b { color: #060821 !important; }
         }
       `),

package/lib/tax-axis/components/dashboard/DashboardActions.js

@@ -25,7 +25,6 @@ var __importStar = (this && this.__importStar) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.DashboardActions = DashboardActions;
 const react_1 = __importStar(require("react"));
-const data_1 = require("../../lib/data");
 const compute_1 = require("../../lib/compute");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer, onPresent, onSend, onReset, }) {
@@ -69,13 +68,15 @@ function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer,
                             "\u2013",
                             (0, compute_1.fmtK)(totalHi),
                             "across ",
-                            data_1.STRATEGIES.length,
+                            dashEligible.length,
                             " strategies \u2014 use this to close the engagement or expand scope."),
                         react_1.default.createElement("div", { className: "flex gap-2.5 flex-wrap" },
-                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent }, "Present to Client")))),
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onSend }, "Send Report to Client"),
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent }, "Present to Client"),
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary" }, "Generate Engagement Letter")))),
                 react_1.default.createElement("div", { className: "flex gap-4 mt-4 pt-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.15)" } }, [
                     { v: "3x", l: "Faster than Manual" },
-                    { v: "25", l: "Strategies Scanned" },
+                    { v: String(dashEligible.length), l: "Strategies Found" },
                     { v: "100%", l: "IRS-Cited" },
                     { v: String(stateCount), l: `State${stateCount > 1 ? "s" : ""}` },
                 ].map(({ v, l }) => (react_1.default.createElement("div", { key: l },

package/lib/tax-axis/components/dashboard/DashboardSummary.js

@@ -78,7 +78,7 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
                 profile.cpaName)),
             react_1.default.createElement("div", { className: "flex gap-6 mt-[22px] pt-[18px]", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } }, [
                 { v: String(scoreUp), u: "/100", l: "Avg. Confidence", warn: false, ok: false },
-                { v: "25", u: "", l: "Strategies Scanned", warn: false, ok: false },
+                { v: String(dashEligible.length), u: "", l: "Strategies Identified", warn: false, ok: false },
                 {
                     v: dataConfirmed ? "Done" : String(reviewUnreviewed),
                     u: "",

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts

@@ -1,7 +1,39 @@
 import React from "react";
 import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+export interface LlmStrategy {
+    strategyType: string;
+    applicable: boolean;
+    priority: string;
+    estimatedSavings: {
+        min: number;
+        max: number;
+    };
+    summary: string;
+    implementationSteps: string[];
+    requiredForms: string[];
+}
+export interface LlmResult {
+    strategies: LlmStrategy[];
+    summary: {
+        applicableCount: number;
+        totalStrategies: number;
+        highPriorityCount: number;
+        quickWinCount: number;
+        notEligibleCount: number;
+        estimatedSavingsMin: number;
+        estimatedSavingsMax: number;
+    };
+    meta: {
+        provider: string;
+        tokenCount: number;
+        sourceDocumentCount: number;
+        parsedDocumentCount: number;
+        detectedDocumentTypes: string[];
+    };
+}
 export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     profile: ClientProfile;
+    llmResult?: LlmResult | null;
     onDownloadClient: () => void;
     onDownloadPreparer: () => void;
     onPresent: () => void;
@@ -9,4 +41,4 @@ export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     onReset: () => void;
     onReviewData?: () => void;
 }
-export declare function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;
+export declare function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;