@paro.io/expert-shared-components 1.14.49 → 1.14.50

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

@@ -21,11 +21,27 @@ export type TaxAxisUploadInput = {
     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>;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -47,12 +47,16 @@ const TaxAxisClientReport_1 = require("../../tax-axis/components/clientReport/Ta
 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) {
-    // Placeholder defaults are overridden by sessionDefaults from the host app.
     const taxYear = Number(profile.year) || new Date().getFullYear();
     return {
         clientId: null,
@@ -79,8 +83,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     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) {
@@ -101,7 +107,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             }
         }
         catch (requestError) {
-            setError('Unable to create Tax Axis session right now.');
+            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]);
@@ -121,6 +128,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setProfile(nextProfile);
         setIsProspectFlow(false);
         setError(null);
+        setBusyMessage('Creating Tax Axis session...');
         setIsBusy(true);
         const createdSessionId = yield createSessionIfNeeded(nextProfile);
         setIsBusy(false);
@@ -163,7 +171,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             documentType: doc.id.toUpperCase().replace(/[^A-Z0-9]+/g, '_'),
             s3Key: uploadClient.state.fileName,
         };
-        yield taxAxisApi.uploadFile(uploadInput);
+        return taxAxisApi.uploadFile(uploadInput);
     }), [
         createSessionIfNeeded,
         documentUploadUrl,
@@ -174,22 +182,40 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         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) {
-            try {
-                yield taxAxisApi.analyzeDocuments(ensuredSessionId);
-            }
-            catch (requestError) {
-                setError('Analysis trigger failed. Continuing with mock processing flow.');
+        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);
-        setStep('PROCESSING');
     }), [createSessionIfNeeded, profile, taxAxisApi]);
     const handleSendReport = (0, react_1.useCallback)(() => __awaiter(void 0, void 0, void 0, function* () {
         if (!sessionId) {
@@ -202,7 +228,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             yield taxAxisApi.generatePdf(sessionId);
         }
         catch (requestError) {
-            setError('Failed to request report delivery. Please try again.');
+            const msg = requestError instanceof Error
+                ? requestError.message
+                : 'Failed to request report delivery. Please try again.';
+            setError(msg);
         }
         finally {
             setIsBusy(false);
@@ -223,7 +252,20 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     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, onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
+                    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') })));
@@ -232,7 +274,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     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, onDownloadClient: () => setStep('CLIENT_REPORT'), onDownloadPreparer: () => setStep('PREPARER_WORKPAPER'), onPresent: () => setStep('PRESENTATION'), onSend: handleSendReport, onReviewData: () => setStep('PARSED_REVIEW'), onReset: handleReset })));
+                    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') })));
@@ -255,13 +297,21 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         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] rounded-lg border border-tax-axis-border bg-tax-axis-surface px-3 py-2 text-xs text-tax-axis-text' }, error)),
+        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-3 py-2 text-xs text-tax-axis-text' }, "Syncing Tax Axis session..."))),
+            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;

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, }) {
@@ -69,7 +68,7 @@ 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, { variant: "orange", onClick: onSend }, "Send Report to Client"),
@@ -77,7 +76,7 @@ function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer,
                             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;

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

@@ -34,6 +34,64 @@ const DashboardTopBar_1 = require("./DashboardTopBar");
 const DashboardActions_1 = require("./DashboardActions");
 const StrategyTile_1 = require("./StrategyTile");
 const StrategyDetailPanel_1 = require("./StrategyDetailPanel");
+const STRATEGY_TYPE_LABELS = {
+    ENTITY_RESTRUCTURING: "Entity Restructuring",
+    QBI_199A_OPTIMIZATION: "QBI §199A Optimization",
+    DOCUMENTATION_GAP_REMEDIATION: "Documentation Gap Remediation",
+    RETIREMENT_PLAN: "Retirement Plan Optimization",
+    DEPRECIATION_ACCELERATION: "Depreciation Acceleration",
+    COST_SEGREGATION: "Cost Segregation",
+    RD_CREDIT: "R&D Tax Credit",
+    HSA_MAXIMIZATION: "HSA Maximization",
+    SALT_PTE: "SALT / PTE Optimization",
+    WOTC: "Work Opportunity Tax Credit",
+    INCOME_DEFERRAL: "Income Deferral",
+    CHARITABLE_GIVING: "Charitable Giving Strategy",
+    FAMILY_EMPLOYMENT: "Family Employment",
+    MEALS_DEDUCTIONS: "Business Meals Deduction",
+    OPPORTUNITY_ZONE: "Opportunity Zone Investment",
+    ACCOUNTING_METHOD: "Accounting Method Change",
+    BONUS_DEPRECIATION: "Bonus Depreciation §168(k)",
+    SECTION_179: "Section 179 Expensing",
+};
+function humanizeStrategyType(raw) {
+    if (STRATEGY_TYPE_LABELS[raw])
+        return STRATEGY_TYPE_LABELS[raw];
+    return raw
+        .replace(/_/g, " ")
+        .replace(/\b\w/g, (c) => c.toUpperCase());
+}
+function mapLlmToStrategies(llm) {
+    return llm.strategies
+        .filter((s) => s.applicable)
+        .map((s, idx) => ({
+        rank: idx + 1,
+        code: s.strategyType,
+        name: humanizeStrategyType(s.strategyType),
+        cat: "income",
+        priority: (s.priority || "MEDIUM").toUpperCase(),
+        score: s.priority === "HIGH" ? 85 : s.priority === "MEDIUM" ? 70 : 55,
+        entities: [],
+        lo: s.estimatedSavings.min,
+        hi: s.estimatedSavings.max,
+        timeline: s.priority === "HIGH" ? "Act now" : "Within 90 days",
+        timelineBucket: s.priority === "HIGH" ? "now" : "90d",
+        clientBrief: s.summary,
+        action: s.implementationSteps.join(". "),
+        forms: s.requiredForms.join(", "),
+        abstract: s.summary,
+        sources: [],
+        trace: [],
+        cost: undefined,
+    }));
+}
+function buildLlmComputed(strategies) {
+    const map = new Map();
+    for (const s of strategies) {
+        map.set(s.rank, { lo: s.lo, hi: s.hi, sources: s.sources, trace: s.trace });
+    }
+    return map;
+}
 // ─── Formatting helper ──────────────────────────────────────────
 const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
 // ─── Timeline buckets for Client Summary ────────────────────────
@@ -42,10 +100,14 @@ const BUCKETS = [
     { key: "30d", label: "Within 30 Days", desc: "Documentation or payroll changes" },
     { key: "90d", label: "Within 90 Days", desc: "Structural changes — new accounts or plan setup" },
 ];
-function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext = "expert", }) {
+function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext = "expert", }) {
+    var _a, _b;
+    const hasLlm = !!((_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.strategies) === null || _a === void 0 ? void 0 : _a.length);
     // ─── Derived data ──────────────────────────────────────────────
-    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
-    const dashEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
+    const llmStrategies = (0, react_1.useMemo)(() => (hasLlm ? mapLlmToStrategies(llmResult) : []), [hasLlm, llmResult]);
+    const llmComputed = (0, react_1.useMemo)(() => (hasLlm ? buildLlmComputed(llmStrategies) : new Map()), [hasLlm, llmStrategies]);
+    const computed = (0, react_1.useMemo)(() => (hasLlm ? llmComputed : (0, compute_1.computeAllStrategies)(profile)), [hasLlm, llmComputed, profile]);
+    const dashEligible = (0, react_1.useMemo)(() => (hasLlm ? llmStrategies : (0, compute_1.filterEligibleStrategies)(profile)), [hasLlm, llmStrategies, profile]);
     const maxSavings = Math.max(...dashEligible.map((s) => { var _a, _b; return (_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi; }), 1);
     // ─── State ─────────────────────────────────────────────────────
     const [topTab, setTopTab] = (0, react_1.useState)("extraction");
@@ -80,6 +142,21 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
     // Sorted strategies for impact distribution
     const sortedByImpact = (0, react_1.useMemo)(() => [...dashEligible].sort((a, b) => { var _a, _b, _c, _d; return ((_b = (_a = computed.get(b.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : b.hi) - ((_d = (_c = computed.get(a.rank)) === null || _c === void 0 ? void 0 : _c.hi) !== null && _d !== void 0 ? _d : a.hi); }), [dashEligible, computed]);
     return (react_1.default.createElement("div", null,
+        hasLlm && (llmResult === null || llmResult === void 0 ? void 0 : llmResult.meta) && (react_1.default.createElement("div", { className: "rounded-lg mb-3 px-4 py-2.5 flex items-center justify-between text-[11px] font-tax-axis-mono", style: {
+                background: "rgba(36,131,132,0.06)",
+                border: "1px solid rgba(36,131,132,0.15)",
+                color: "#9498B8",
+            } },
+            react_1.default.createElement("span", null,
+                "Source: ",
+                react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" }, llmResult.meta.provider),
+                " · ",
+                llmResult.meta.parsedDocumentCount,
+                " documents parsed",
+                " · ",
+                ((_b = llmResult.meta.detectedDocumentTypes) === null || _b === void 0 ? void 0 : _b.length) || 0,
+                " document types detected"),
+            react_1.default.createElement("span", { className: "text-tax-axis-text-4" }, llmResult.meta.tokenCount > 0 ? `${llmResult.meta.tokenCount} tokens` : ""))),
         react_1.default.createElement(DashboardSummary_1.DashboardSummary, { profile: profile, dashEligible: dashEligible, computed: computed, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         react_1.default.createElement(DashboardTopBar_1.DashboardTopBar, { topTab: topTab, setTopTab: setTopTab, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         topTab === "extraction" && (react_1.default.createElement("div", null,
@@ -197,7 +274,7 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
                     const c = computed.get(s.rank);
                     return (react_1.default.createElement(StrategyTile_1.StrategyTile, { key: s.rank, s: Object.assign(Object.assign({}, s), { lo: (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo, hi: (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi }), delay: 0.2 + i * 0.06, onClick: () => setSelected(s), maxSavings: maxSavings }));
                 })),
-                react_1.default.createElement("div", { className: "rounded-[14px] overflow-hidden mb-4", style: {
+                !hasLlm && (react_1.default.createElement("div", { className: "rounded-[14px] overflow-hidden mb-4", style: {
                         background: "#0E1132",
                         border: "1px solid rgba(36,131,132,0.12)",
                         boxShadow: "0 2px 8px rgba(6,8,33,0.3)",
@@ -210,7 +287,7 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
                         react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text" }, a.name),
                         react_1.default.createElement("div", { className: "flex items-center gap-2.5" },
                             react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, a.savings),
-                            react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: a.priority === "MEDIUM" ? "orange" : "neutral", size: "xs" }, a.priority)))))),
+                            react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: a.priority === "MEDIUM" ? "orange" : "neutral", size: "xs" }, a.priority))))))),
                 react_1.default.createElement("div", { className: "rounded-[10px] mb-4 text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body", style: {
                         padding: "14px 18px",
                         background: "#0E1132",

package/lib/tax-axis/components/documents/DocumentCard.d.ts

@@ -1,9 +1,10 @@
 import React from "react";
 import { DocSpec } from "../../lib/types";
-export type DocStatus = "empty" | "validating" | "valid";
+export type DocStatus = "empty" | "validating" | "parsing" | "failed" | "valid";
 export interface DocState extends DocSpec {
     status: DocStatus;
     fileName: string | null;
+    parseError?: string | null;
 }
 interface DocumentCardProps {
     doc: DocState;
@@ -13,6 +14,7 @@ interface DocumentCardProps {
     helpOverride?: string;
     onUpload: (file: File) => void;
     onClear: () => void;
+    onRemove?: () => void;
 }
-export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, }: DocumentCardProps): React.JSX.Element;
+export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, onRemove, }: DocumentCardProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/documents/DocumentCard.js

@@ -6,8 +6,6 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DocumentCard = DocumentCard;
 const react_1 = __importDefault(require("react"));
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-// Inline style values per status — mock T hex values for SVG strokes and
-// rgba borders that don't have direct Tailwind token equivalents.
 const STATUS_STYLES = {
     empty: {
         iconBg: "#171B44",
@@ -19,17 +17,28 @@ const STATUS_STYLES = {
         iconBorder: "rgba(251,154,29,0.25)",
         cardBorder: "rgba(251,154,29,0.25)",
     },
+    parsing: {
+        iconBg: "rgba(36,131,132,0.08)",
+        iconBorder: "rgba(36,131,132,0.25)",
+        cardBorder: "rgba(36,131,132,0.25)",
+    },
+    failed: {
+        iconBg: "rgba(197,48,48,0.08)",
+        iconBorder: "rgba(197,48,48,0.25)",
+        cardBorder: "rgba(197,48,48,0.25)",
+    },
     valid: {
         iconBg: "rgba(15,110,86,0.08)",
         iconBorder: "rgba(15,110,86,0.25)",
         cardBorder: "rgba(15,110,86,0.25)",
     },
 };
-function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, }) {
-    var _a;
+function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, onRemove, }) {
+    var _a, _b, _c;
     const ss = STATUS_STYLES[doc.status];
     const leftBorder = doc.status === "valid" ? "rgba(15,110,86,0.6)" : tierBorderColor;
     const fileInputId = `tax-axis-upload-${doc.id}`;
+    const reuploadInputId = `tax-axis-reupload-${doc.id}`;
     return (react_1.default.createElement("div", { className: "bg-tax-axis-surface overflow-hidden", style: {
             border: `1px solid ${ss.cardBorder}`,
             borderLeft: `3px solid ${leftBorder}`,
@@ -43,20 +52,42 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
                 } }, doc.status === "validating" ? (react_1.default.createElement("div", { className: "w-3.5 h-3.5 rounded-full animate-spin", style: {
                     border: "2px solid transparent",
                     borderTopColor: "#FB9A1D",
-                } })) : doc.status === "valid" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
+                } })) : doc.status === "parsing" ? (react_1.default.createElement("div", { className: "w-3.5 h-3.5 rounded-full animate-spin", style: {
+                    border: "2px solid transparent",
+                    borderTopColor: "#248384",
+                } })) : doc.status === "failed" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
+                react_1.default.createElement("path", { d: "M4 4l6 6M10 4L4 10", stroke: "#C53030", strokeWidth: "2", strokeLinecap: "round" }))) : doc.status === "valid" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
                 react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "2", strokeLinecap: "round" }))) : (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
                 react_1.default.createElement("circle", { cx: "7", cy: "7", r: "5", stroke: "#9498B8", strokeWidth: "1.5", strokeDasharray: "3 3" })))),
             react_1.default.createElement("div", { className: "flex-1 min-w-0" },
                 react_1.default.createElement("div", { className: "flex items-center gap-1.5" },
                     react_1.default.createElement("span", { className: "text-[13px] font-medium text-white font-tax-axis-body" }, doc.name),
-                    doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText))),
-                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, (_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help))),
+                    doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText)),
+                    doc.status === "failed" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "red", size: "xs" }, "FAILED"))),
+                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, doc.status === "failed" && doc.parseError
+                    ? doc.parseError
+                    : (_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help))),
             react_1.default.createElement("div", { className: "flex items-center gap-2 flex-shrink-0" },
                 doc.status === "valid" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: "#0F6E56" } }, "Done"),
+                    react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: "#0F6E56" } }, "Parsed"),
                     react_1.default.createElement("button", { onClick: onClear, className: "bg-transparent border-none p-1 text-tax-axis-text-4 text-sm cursor-pointer" }, "\u00D7"))),
+                (doc.status === "parsing" || doc.status === "validating") && (react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: doc.status === "parsing" ? "#248384" : "#FB9A1D" } }, doc.status === "parsing" ? "Parsing…" : "Uploading…")),
+                doc.status === "failed" && (react_1.default.createElement(react_1.default.Fragment, null,
+                    react_1.default.createElement("input", { id: reuploadInputId, type: "file", className: "hidden", accept: (_b = doc.accept) === null || _b === void 0 ? void 0 : _b.join(","), onChange: (event) => {
+                            var _a;
+                            const file = (_a = event.target.files) === null || _a === void 0 ? void 0 : _a[0];
+                            if (file) {
+                                onUpload(file);
+                            }
+                            event.currentTarget.value = "";
+                        } }),
+                    react_1.default.createElement("label", { htmlFor: reuploadInputId, className: "rounded-md px-2.5 py-1 text-[10px] font-semibold text-tax-axis-teal-light font-tax-axis-mono cursor-pointer", style: {
+                            background: "rgba(36,131,132,0.10)",
+                            border: "1px solid rgba(36,131,132,0.2)",
+                        } }, "Re-upload"),
+                    react_1.default.createElement("button", { onClick: onRemove || onClear, className: "bg-transparent border-none p-1 text-tax-axis-text-4 text-sm cursor-pointer", title: "Remove document" }, "\u00D7"))),
                 doc.status === "empty" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("input", { id: fileInputId, type: "file", className: "hidden", onChange: (event) => {
+                    react_1.default.createElement("input", { id: fileInputId, type: "file", className: "hidden", accept: (_c = doc.accept) === null || _c === void 0 ? void 0 : _c.join(","), onChange: (event) => {
                             var _a;
                             const file = (_a = event.target.files) === null || _a === void 0 ? void 0 : _a[0];
                             if (file) {

package/lib/tax-axis/components/documents/DocumentTier.d.ts

@@ -16,6 +16,7 @@ interface DocumentTierProps {
     helpOverrides: Record<string, string>;
     onUpload: (idx: number, file: File) => void;
     onClear: (idx: number) => void;
+    onRemove?: (idx: number) => void;
 }
-export declare function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, }: DocumentTierProps): React.JSX.Element | null;
+export declare function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, onRemove, }: DocumentTierProps): React.JSX.Element | null;
 export {};

package/lib/tax-axis/components/documents/DocumentTier.js

@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DocumentTier = DocumentTier;
 const react_1 = __importDefault(require("react"));
 const DocumentCard_1 = require("./DocumentCard");
-function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, }) {
+function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, onRemove, }) {
     const tierDocs = tier.ids
         .map((id) => {
         const idx = docs.findIndex((d) => d.id === id);
@@ -19,5 +19,5 @@ function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, }) {
         react_1.default.createElement("div", { className: "flex items-center gap-2 mb-2" },
             react_1.default.createElement("span", { className: "text-[10px] font-bold uppercase tracking-widest font-tax-axis-mono", style: { color: tier.labelColor } }, tier.label),
             react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, tier.sublabel)),
-        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx) }))))));
+        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx), onRemove: onRemove ? () => onRemove(idx) : undefined }))))));
 }

package/lib/tax-axis/components/documents/TaxAxisDocuments.d.ts

@@ -5,6 +5,20 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onContinue: () => void;
     onBack: () => void;
-    onUploadDocument?: (doc: DocState, file: File) => Promise<void>;
+    onUploadDocument?: (doc: DocState, file: File) => Promise<void | {
+        documentId?: string;
+        fileName?: string;
+        status?: string;
+        documentType?: string;
+        parseError?: string | null;
+    }>;
+    onDeleteDocument?: (documentId: string) => Promise<void>;
+    fetchUploadedDocuments?: () => Promise<Array<{
+        fileName: string;
+        status: string;
+        documentType?: string | null;
+        parseError?: string | null;
+        updatedAt?: string | null;
+    }>>;
 }
-export declare function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

package/lib/tax-axis/components/documents/TaxAxisDocuments.js

@@ -37,7 +37,6 @@ const react_1 = __importStar(require("react"));
 const documents_1 = require("../../lib/data/documents");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const DocumentTier_1 = require("./DocumentTier");
-// Stub filenames assigned when the user clicks "Upload" (mock App.jsx:1237)
 const STUB_FILENAMES = {
     "1120s": "2025_1120S.pdf",
     "state-return": "2025_State_Return.pdf",
@@ -48,8 +47,6 @@ const STUB_FILENAMES = {
     "fixed-assets": "Fixed_Assets.xlsx",
     "prior-returns": "Prior_Returns.pdf",
 };
-// Short help text shown below each doc name when not yet uploaded
-// (mock App.jsx:1384). Overrides the longer DOC_SPECS_BASE.help.
 const HELP_OVERRIDES = {
     "1120s": "Improves accuracy of every strategy",
     "payroll": "Critical for Entity Structure and QBI calculations",
@@ -58,7 +55,6 @@ const HELP_OVERRIDES = {
     "cashflow": "Helps with income deferral and timing strategies",
     "prior-returns": "Improves confidence intervals (more years = tighter estimates)",
 };
-// Tier groupings from mock (App.jsx:1379-1383)
 const TIER_DEFS = [
     {
         key: "required",
@@ -91,33 +87,128 @@ const TIER_DEFS = [
         ids: ["state-return", "cashflow", "prior-returns"],
     },
 ];
-function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, userContext: _userContext = "expert", }) {
+function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext = "expert", }) {
+    const normalizeDocumentType = (value) => String(value || "").toUpperCase().replace(/[^A-Z0-9]+/g, "_");
     const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(profile), [profile]);
-    const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null }))));
+    const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null, parseError: null }))));
+    const [uploadedDocIds, setUploadedDocIds] = (0, react_1.useState)({});
+    const [continueError, setContinueError] = (0, react_1.useState)(null);
+    const pollForParseStatus = (idx, fileName, expectedDocumentType) => __awaiter(this, void 0, void 0, function* () {
+        if (!fetchUploadedDocuments)
+            return;
+        const maxAttempts = 80;
+        const pollIntervalMs = 1500;
+        for (let attempt = 0; attempt < maxAttempts; attempt += 1) {
+            try {
+                const uploaded = yield fetchUploadedDocuments();
+                const exactTypeMatch = uploaded.filter((doc) => doc.fileName === fileName &&
+                    normalizeDocumentType(String(doc.documentType || "")) ===
+                        normalizeDocumentType(expectedDocumentType));
+                const filenameMatches = uploaded.filter((doc) => doc.fileName === fileName);
+                const candidates = exactTypeMatch.length > 0 ? exactTypeMatch : filenameMatches;
+                const match = candidates
+                    .slice()
+                    .sort((a, b) => new Date(String(b.updatedAt || "")).getTime() -
+                    new Date(String(a.updatedAt || "")).getTime())[0];
+                if (match) {
+                    const status = String(match.status || "").toUpperCase();
+                    if (status === "FAILED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: match.parseError || "Parsing failed. Try a different file." }) : d));
+                        return;
+                    }
+                    if (status === "PARSED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "valid", fileName, parseError: null }) : d));
+                        return;
+                    }
+                    if (status === "PARSING" || status === "UPLOADED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "parsing", fileName }) : d));
+                    }
+                }
+            }
+            catch (pollError) {
+                // keep polling
+            }
+            yield new Promise((resolve) => setTimeout(resolve, pollIntervalMs));
+        }
+        setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: "Parsing timed out. Please try again." }) : d));
+    });
     const handleUpload = (idx, file) => __awaiter(this, void 0, void 0, function* () {
         const selectedDoc = docs[idx];
         if (!selectedDoc)
             return;
+        setContinueError(null);
         setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name || STUB_FILENAMES[d.id] || "document.pdf" }) : d));
+            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name || STUB_FILENAMES[d.id] || "document.pdf", parseError: null }) : d));
         try {
-            if (onUploadDocument) {
-                yield onUploadDocument(selectedDoc, file);
+            const uploadResult = onUploadDocument
+                ? yield onUploadDocument(selectedDoc, file)
+                : undefined;
+            const nextFileName = file.name || STUB_FILENAMES[selectedDoc.id] || "document.pdf";
+            const expectedDocumentType = normalizeDocumentType(selectedDoc.id);
+            const immediateStatus = String((uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.status) || "").toUpperCase();
+            if (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.documentId) {
+                setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), { [idx]: uploadResult.documentId })));
+            }
+            if (immediateStatus === "PARSED") {
+                setDocs((prev) => prev.map((d, i) => i === idx
+                    ? Object.assign(Object.assign({}, d), { status: "valid", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: null }) : d));
+                return;
+            }
+            if (immediateStatus === "FAILED") {
+                setDocs((prev) => prev.map((d, i) => i === idx
+                    ? Object.assign(Object.assign({}, d), { status: "failed", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.parseError) || "Parsing failed. Please upload a correct document." }) : d));
+                return;
             }
             setDocs((prev) => prev.map((d, i) => i === idx
-                ? Object.assign(Object.assign({}, d), { status: "valid", fileName: file.name || STUB_FILENAMES[d.id] || "document.pdf" }) : d));
+                ? Object.assign(Object.assign({}, d), { status: "parsing", fileName: nextFileName }) : d));
+            yield pollForParseStatus(idx, nextFileName, expectedDocumentType);
         }
         catch (uploadError) {
+            const errorMessage = uploadError instanceof Error
+                ? uploadError.message
+                : "Upload failed. Please try again.";
             setDocs((prev) => prev.map((d, i) => i === idx
-                ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null }) : d));
+                ? Object.assign(Object.assign({}, d), { status: "failed", parseError: errorMessage }) : d));
         }
     });
     const handleClear = (idx) => {
         setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null }) : d));
+            ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null, parseError: null }) : d));
+        setContinueError(null);
+    };
+    const handleRemove = (idx) => __awaiter(this, void 0, void 0, function* () {
+        const docId = uploadedDocIds[idx];
+        if (docId && onDeleteDocument) {
+            try {
+                yield onDeleteDocument(docId);
+            }
+            catch (deleteError) {
+                // still clear from UI even if backend delete fails
+            }
+        }
+        setUploadedDocIds((prev) => {
+            const next = Object.assign({}, prev);
+            delete next[idx];
+            return next;
+        });
+        handleClear(idx);
+    });
+    const handleContinue = () => {
+        const failedDocs = docs.filter((d) => d.status === "failed");
+        if (failedDocs.length > 0) {
+            const names = failedDocs.map((d) => d.name).join(", ");
+            setContinueError(`Cannot continue — ${failedDocs.length === 1 ? "this document has" : "these documents have"} errors: ${names}. Please re-upload correct files or remove them.`);
+            return;
+        }
+        setContinueError(null);
+        onContinue();
     };
     const validCount = docs.filter((d) => d.status === "valid").length;
-    // Coverage heuristic from mock (App.jsx:1361)
+    const failedCount = docs.filter((d) => d.status === "failed").length;
+    const busyCount = docs.filter((d) => d.status === "validating" || d.status === "parsing").length;
     const coveragePct = validCount === 0
         ? 32
         : validCount === 1
@@ -166,8 +257,17 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, userC
                     coveragePct,
                     "% coverage"),
                 validCount < docs.length && (react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, "Upload more documents to increase strategy coverage")))),
-        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, onUpload: handleUpload, onClear: handleClear }))),
+        continueError && (react_1.default.createElement("div", { className: "py-3 px-4 mb-4 text-xs leading-relaxed font-tax-axis-body rounded-lg", style: {
+                background: "rgba(197,48,48,0.08)",
+                border: "1px solid rgba(197,48,48,0.3)",
+                color: "#FEB2B2",
+            } }, continueError)),
+        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove }))),
         react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
-            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onContinue, className: "flex-1" }, "Run Analysis"))));
+            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: handleContinue, className: "flex-1", disabled: busyCount > 0 }, busyCount > 0
+                ? "Processing..."
+                : failedCount > 0
+                    ? `Continue (${failedCount} failed)`
+                    : "Continue"))));
 }

package/lib/tax-axis/lib/data/documents.js

@@ -8,14 +8,14 @@ exports.DOC_SPECS_BASE = void 0;
 exports.getDocSpecs = getDocSpecs;
 const states_1 = require("./states");
 exports.DOC_SPECS_BASE = [
-    { id: "1120s", name: "Federal Tax Return (1120S/1065/1040)", accept: [".pdf"], strategies: ["QBI \u00A7199A", "S-Corp Structure", "\u00A7179 Expensing", "Bonus Depreciation", "Business Interest \u00A7163(j)"], required: "optional", help: "Optional \u2014 startups or new entities may not have prior returns. Improves accuracy if available." },
-    { id: "state-return", name: "State Return(s)", accept: [".pdf"], strategies: ["SALT / PTE Optimization", "State Nexus Analysis"], required: "conditional", help: "Required if client operates in income-tax states. Not needed for WY, NV, TX, FL, etc." },
-    { id: "payroll", name: "Payroll Records (W-3 / 941)", accept: [".pdf", ".xlsx", ".csv"], strategies: ["S-Corp Salary", "HSA Maximization", "WOTC", "Overtime Deduction"], required: "optional", help: "Optional for V1 \u2014 intake questions substitute for most payroll data." },
-    { id: "pnl", name: "Profit & Loss Statement (Current Year)", accept: [".pdf", ".xlsx", ".csv"], strategies: ["QBI \u00A7199A", "R&D Credit", "Business Meals", "Professional Fees", "Home Office"], required: true, help: "Required \u2014 current year P&L is the minimum input for savings calculations." },
-    { id: "balance", name: "Balance Sheet (Current Year)", accept: [".pdf", ".xlsx"], strategies: ["Business Interest \u00A7163(j)", "\u00A7179 Expensing", "Opportunity Zone"], required: true, help: "Required \u2014 needed for asset-based strategies and financial health assessment." },
-    { id: "cashflow", name: "Cash Flow Statement", accept: [".pdf", ".xlsx"], strategies: ["Income Deferral", "Tax Method Elections", "Estimated Tax Timing"], required: "optional", help: "Recommended \u2014 helps with income deferral and timing strategies." },
-    { id: "fixed-assets", name: "Fixed Asset Schedule", accept: [".pdf", ".xlsx"], strategies: ["\u00A7179", "Bonus Depreciation \u00A7168(k)", "Cost Segregation"], required: "conditional", help: "Required for real estate clients (cost segregation). Optional otherwise." },
-    { id: "prior-returns", name: "Prior Year Returns (2022\u20132024)", accept: [".pdf"], strategies: ["R&E Catch-Up \u00A7174A", "Charitable Bunching", "Confidence Intervals"], required: false, help: "More years = tighter estimates. 1 year: \u00B130% range. 2\u20133 years: \u00B115%. 4\u20135 years: \u00B15%." },
+    { id: "1120s", name: "Federal Tax Return (1120S/1065/1040)", accept: [".pdf", ".docx", ".doc"], strategies: ["QBI \u00A7199A", "S-Corp Structure", "\u00A7179 Expensing", "Bonus Depreciation", "Business Interest \u00A7163(j)"], required: "optional", help: "Optional \u2014 startups or new entities may not have prior returns. Improves accuracy if available." },
+    { id: "state-return", name: "State Return(s)", accept: [".pdf", ".docx", ".doc"], strategies: ["SALT / PTE Optimization", "State Nexus Analysis"], required: "conditional", help: "Required if client operates in income-tax states. Not needed for WY, NV, TX, FL, etc." },
+    { id: "payroll", name: "Payroll Records (W-3 / 941)", accept: [".pdf", ".xlsx", ".csv", ".docx", ".doc"], strategies: ["S-Corp Salary", "HSA Maximization", "WOTC", "Overtime Deduction"], required: "optional", help: "Optional for V1 \u2014 intake questions substitute for most payroll data." },
+    { id: "pnl", name: "Profit & Loss Statement (Current Year)", accept: [".pdf", ".xlsx", ".csv", ".docx", ".doc"], strategies: ["QBI \u00A7199A", "R&D Credit", "Business Meals", "Professional Fees", "Home Office"], required: true, help: "Required \u2014 current year P&L is the minimum input for savings calculations." },
+    { id: "balance", name: "Balance Sheet (Current Year)", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["Business Interest \u00A7163(j)", "\u00A7179 Expensing", "Opportunity Zone"], required: true, help: "Required \u2014 needed for asset-based strategies and financial health assessment." },
+    { id: "cashflow", name: "Cash Flow Statement", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["Income Deferral", "Tax Method Elections", "Estimated Tax Timing"], required: "optional", help: "Recommended \u2014 helps with income deferral and timing strategies." },
+    { id: "fixed-assets", name: "Fixed Asset Schedule", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["\u00A7179", "Bonus Depreciation \u00A7168(k)", "Cost Segregation"], required: "conditional", help: "Required for real estate clients (cost segregation). Optional otherwise." },
+    { id: "prior-returns", name: "Prior Year Returns (2022\u20132024)", accept: [".pdf", ".docx", ".doc"], strategies: ["R&E Catch-Up \u00A7174A", "Charitable Bunching", "Confidence Intervals"], required: false, help: "More years = tighter estimates. 1 year: \u00B130% range. 2\u20133 years: \u00B115%. 4\u20135 years: \u00B15%." },
 ];
 function getDocSpecs(profile) {
     const states = (profile === null || profile === void 0 ? void 0 : profile.states) || [];

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.49",
+  "version": "1.14.50",
   "description": "",
   "main": "lib/index.js",
   "scripts": {