@paro.io/expert-shared-components 1.14.51 → 1.14.53

package/lib/components/DocumentCenter/MultiFileUploadSection.js

@@ -38,6 +38,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.MultiFileUploadSection = void 0;
 const react_1 = __importStar(require("react"));
 const core_1 = require("@material-ui/core");
+const CheckCircle_1 = __importDefault(require("@material-ui/icons/CheckCircle"));
 const ExpandMore_1 = __importDefault(require("@material-ui/icons/ExpandMore"));
 const ExpandLess_1 = __importDefault(require("@material-ui/icons/ExpandLess"));
 const date_fns_1 = require("date-fns");
@@ -70,15 +71,13 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
             ? `${item === null || item === void 0 ? void 0 : item.id}_${index}`
             : item === null || item === void 0 ? void 0 : item.split(" ").join("_").concat(index);
         if (clientOptions) {
-            if (name && projectName) {
-                newText = `${name} - ${projectName}`;
+            // Show only project name for project dropdown
+            if (projectName) {
+                newText = projectName;
             }
             else if (name) {
                 newText = name;
             }
-            else if (projectName) {
-                newText = projectName;
-            }
             else {
                 newText = "N/A";
             }
@@ -94,7 +93,6 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
     });
 };
 const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadExpertClientFiles, uploadInternalFile, foldername, refetchFiles, legacyFreelancerId, freelancerName, freelancerEmail, isClientPortal = false, documentUploadUrl, showAsPage, }) => {
-    var _a;
     const [uploadItems, setUploadItems] = (0, react_1.useState)([]);
     const [isUploading, setIsUploading] = (0, react_1.useState)(false);
     const [showUploadSection, setShowUploadSection] = (0, react_1.useState)(true);
@@ -122,7 +120,9 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
             const excludedStatuses = ["complete", "completed", "doa", "churned"];
             const isValidProject = projectStatus &&
                 !excludedStatuses.includes(projectStatus.toLowerCase());
-            if (id && name) {
+            // Filter out "System Fee" expert on client side
+            const isSystemFee = isClientPortal && (name === null || name === void 0 ? void 0 : name.toLowerCase()) === "system fee";
+            if (id && name && !isSystemFee) {
                 if (!groups.has(id)) {
                     groups.set(id, {
                         expert: { id, name },
@@ -193,7 +193,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
         if (!selectedExpert)
             return [];
         return clientOptions.filter((opt) => {
-            var _a, _b;
+            var _a, _b, _c, _d;
             const isMatch = isClientPortal
                 ? ((_a = opt.freelancer) === null || _a === void 0 ? void 0 : _a.id) === selectedExpert.id
                 : ((_b = opt.client) === null || _b === void 0 ? void 0 : _b.id) === selectedExpert.id;
@@ -201,7 +201,12 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
             const excludedStatuses = ["complete", "completed", "doa", "churned"];
             const isValidProject = projectStatus &&
                 !excludedStatuses.includes(projectStatus.toLowerCase());
-            return isMatch && isValidProject;
+            // Filter out System Fee projects on client side
+            const expertName = isClientPortal
+                ? (_c = opt.freelancer) === null || _c === void 0 ? void 0 : _c.name
+                : (_d = opt.client) === null || _d === void 0 ? void 0 : _d.name;
+            const isSystemFee = isClientPortal && (expertName === null || expertName === void 0 ? void 0 : expertName.toLowerCase()) === "system fee";
+            return isMatch && isValidProject && !isSystemFee;
         });
     }, [selectedExpert, clientOptions, isClientPortal]);
     // Check if all files have projects assigned (for multi-project experts/clients)
@@ -210,6 +215,15 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
             return true;
         return uploadItems.every((item) => { var _a; return (_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value; });
     }, [uploadItems, hasMultipleProjects]);
+    // Count files that need projects
+    const filesNeedingProjects = react_1.default.useMemo(() => {
+        if (!selectedExpert)
+            return 0;
+        return uploadItems.filter((item) => { var _a; return !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) && item.status !== "success"; }).length;
+    }, [uploadItems, selectedExpert]);
+    // Determine step states
+    const step1Complete = selectedExpert !== null;
+    const step2Complete = step1Complete && uploadItems.length > 0 && allFilesHaveProjects;
     const handleFilesSelected = (files) => {
         const newItems = files.map((file) => ({
             id: `${Date.now()}-${Math.random().toString(36).substr(2, 9)}`,
@@ -411,78 +425,198 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
                             ".jpg",
                             ".png",
                         ], disabled: isUploading })),
-                uploadItems.length > 0 &&
-                    !paroDocuments &&
-                    expertGroups.length > 0 && (react_1.default.createElement(core_1.Box, { mb: 3, p: 2, style: { backgroundColor: "#F7FAFC", borderRadius: "8px" } },
-                    react_1.default.createElement(core_1.Box, { display: "flex", alignItems: "center", mb: 2 },
+                uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { mb: 3 },
+                    react_1.default.createElement(core_1.Typography, { variant: "h5", style: {
+                            fontWeight: 700,
+                            color: "#1a1a2e",
+                            marginBottom: "4px",
+                        } }, !paroDocuments
+                        ? isClientPortal
+                            ? "Send Files to Expert"
+                            : "Send Files to Client"
+                        : "Upload Documents"),
+                    react_1.default.createElement(core_1.Typography, { variant: "body2", style: { color: "#8b8fa3" } }, "Choose a recipient, assign each file to a project, then upload."))),
+                !paroDocuments &&
+                    expertGroups.length > 0 &&
+                    uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
+                        marginBottom: "24px",
+                        borderRadius: "12px",
+                        border: step1Complete
+                            ? "2px solid #248384"
+                            : "2px solid #a8a8a8",
+                        backgroundColor: step1Complete ? "#FDFEFD" : "#fafafa",
+                        overflow: "hidden",
+                    } },
+                    react_1.default.createElement(core_1.Box, { p: 2, style: {
+                            backgroundColor: step1Complete ? "#F0FAF0" : "#f7f7f9",
+                            borderBottom: "1px solid #f0f0f5",
+                            display: "flex",
+                            alignItems: "center",
+                            gap: "12px",
+                        } },
                         react_1.default.createElement(core_1.Box, { style: {
-                                width: "32px",
-                                height: "32px",
+                                width: "24px",
+                                height: "24px",
                                 borderRadius: "50%",
-                                backgroundColor: "#48BB78",
-                                color: "white",
+                                backgroundColor: step1Complete ? "white" : "gray",
+                                color: step1Complete ? "#248384" : "white",
                                 display: "flex",
                                 alignItems: "center",
                                 justifyContent: "center",
-                                fontWeight: "bold",
-                                marginRight: "12px",
-                            } }, "1"),
-                        react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: { fontWeight: 600 } }, isClientPortal
-                            ? "SEND TO EXPERT — select who these files are for"
-                            : "SEND TO CLIENT — select which client these files are for")),
-                    react_1.default.createElement(core_1.Box, { display: "flex", flexWrap: "wrap", style: { gap: "8px" } }, expertGroups.map((group) => (react_1.default.createElement(core_1.Chip, { key: group.expert.id, label: react_1.default.createElement(core_1.Box, null,
-                            react_1.default.createElement("strong", null, group.expert.name),
-                            react_1.default.createElement(core_1.Box, { component: "span", ml: 1, style: { color: "#718096" } },
-                                group.projects.length,
-                                " ",
-                                group.projects.length === 1
-                                    ? "project"
-                                    : "projects")), onClick: () => handleExpertSelection(group.expert), clickable: true, disabled: group.projects.length === 0, color: "default", style: {
-                            padding: "8px 12px",
-                            height: "auto",
-                            borderRadius: "20px",
-                            border: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
-                                ? "2px solid #3182CE"
-                                : "1px solid #CBD5E0",
-                            backgroundColor: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
-                                ? "#EBF8FF"
-                                : "white",
-                            opacity: group.projects.length === 0 ? 0.5 : 1,
-                            cursor: group.projects.length === 0
-                                ? "not-allowed"
-                                : "pointer",
-                        } })))),
-                    selectedExpert && hasSingleProject && (react_1.default.createElement(core_1.Box, { mt: 2 },
-                        react_1.default.createElement(core_1.Chip, { label: "AUTO-ASSIGNED", size: "small", style: {
-                                backgroundColor: "#C6F6D5",
-                                color: "#22543D",
-                                fontWeight: 600,
-                            } }),
-                        react_1.default.createElement(core_1.Typography, { variant: "caption", style: { marginLeft: "8px", color: "#718096" } },
-                            ((_a = selectedExpertProjects[0]) === null || _a === void 0 ? void 0 : _a.name) || "Project",
-                            " \u2014 only project with ",
-                            selectedExpert.name))),
-                    selectedExpert && hasMultipleProjects && (react_1.default.createElement(core_1.Box, { mt: 2 },
-                        react_1.default.createElement(core_1.Chip, { label: `${selectedExpertProjects.length} PROJECTS`, size: "small", style: {
-                                backgroundColor: "#FEF5E7",
-                                color: "#D97706",
+                                fontSize: "13px",
+                                fontWeight: 700,
+                                flexShrink: 0,
+                            } }, step1Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : ("1")),
+                        react_1.default.createElement(core_1.Box, null,
+                            react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
+                                    fontSize: "14px",
+                                    fontWeight: 600,
+                                    color: "#1a1a2e",
+                                } }, "Select recipient"),
+                            react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Who should receive these files?"))),
+                    react_1.default.createElement(core_1.Box, { p: 2 },
+                        react_1.default.createElement(core_1.Box, { display: "flex", flexWrap: "wrap", style: { gap: "10px" } }, expertGroups.map((group) => (react_1.default.createElement(core_1.Chip, { key: group.expert.id, label: react_1.default.createElement(core_1.Box, { display: "flex", alignItems: "center", style: { gap: "6px" } },
+                                (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id && (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "20px" } })),
+                                react_1.default.createElement("span", { style: { fontWeight: 600 } }, group.expert.name),
+                                react_1.default.createElement("span", { style: {
+                                        fontSize: "11px",
+                                        fontWeight: 500,
+                                        padding: "2px 7px",
+                                        borderRadius: "10px",
+                                        backgroundColor: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
+                                            ? "#e2e8f0"
+                                            : "#f0f1f4",
+                                        color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
+                                            ? "#248384"
+                                            : "#8b8fa3",
+                                    } },
+                                    group.projects.length,
+                                    " ",
+                                    group.projects.length === 1
+                                        ? "project"
+                                        : "projects")), onClick: () => handleExpertSelection(group.expert), clickable: true, disabled: group.projects.length === 0, style: {
+                                padding: "10px 18px",
+                                height: "auto",
+                                borderRadius: "8px",
+                                border: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
+                                    ? "2px solid #248384"
+                                    : "2px solid #e2e4ea",
+                                backgroundColor: "#fff",
+                                color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
+                                    ? "#248384"
+                                    : "#3d3f4a",
+                                opacity: group.projects.length === 0 ? 0.5 : 1,
+                                cursor: group.projects.length === 0
+                                    ? "not-allowed"
+                                    : "pointer",
+                            } }))))))),
+                uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
+                        marginBottom: "24px",
+                        borderRadius: "12px",
+                        border: step2Complete
+                            ? "2px solid #248384"
+                            : !paroDocuments && !step1Complete
+                                ? "2px solid #e2e4ea"
+                                : "2px solid #006cff",
+                        backgroundColor: step2Complete
+                            ? "#FDFEFD"
+                            : !paroDocuments && !step1Complete
+                                ? "#fafafa"
+                                : "#ffffff",
+                        overflow: "hidden",
+                        opacity: !paroDocuments && !step1Complete ? 0.5 : 1,
+                        pointerEvents: !paroDocuments && !step1Complete ? "none" : "auto",
+                    } },
+                    react_1.default.createElement(core_1.Box, { p: 2, style: {
+                            backgroundColor: step2Complete
+                                ? "#F0FAF0"
+                                : !paroDocuments && !step1Complete
+                                    ? "#f7f7f9"
+                                    : "#f2f2f25e",
+                            borderBottom: "1px solid #f0f0f5",
+                            display: "flex",
+                            alignItems: "center",
+                            gap: "12px",
+                        } },
+                        react_1.default.createElement(core_1.Box, { style: {
+                                width: "24px",
+                                height: "24px",
+                                borderRadius: "50%",
+                                backgroundColor: step2Complete
+                                    ? "white"
+                                    : !paroDocuments && !step1Complete
+                                        ? "#ccc"
+                                        : "#006cff",
+                                color: step2Complete ? "#248384" : "white",
+                                display: "flex",
+                                alignItems: "center",
+                                justifyContent: "center",
+                                fontSize: "13px",
+                                fontWeight: 700,
+                                flexShrink: 0,
+                            } }, step2Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : paroDocuments ? ("1") : ("2")),
+                        react_1.default.createElement(core_1.Box, { flex: 1 },
+                            react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
+                                    fontSize: "14px",
+                                    fontWeight: 600,
+                                    color: "#1a1a2e",
+                                } }, "Assign files to projects"),
+                            react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Categorize each file and select its project")),
+                        !paroDocuments && filesNeedingProjects > 0 && (react_1.default.createElement(core_1.Chip, { label: `${filesNeedingProjects} need${filesNeedingProjects === 1 ? "s" : ""} a project`, size: "small", style: {
+                                fontSize: "11px",
                                 fontWeight: 600,
-                            }, icon: react_1.default.createElement(base_icons_1.IconExclamation, { stroke: "#D97706" }) }),
-                        react_1.default.createElement(core_1.Typography, { variant: "caption", style: { marginLeft: "8px", color: "#718096" } }, "Select which project each file is for below"))))),
-                uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, null,
-                    react_1.default.createElement(core_1.Box, null,
+                                padding: "4px 10px",
+                                backgroundColor: "#FFF3E0",
+                                color: "#E65100",
+                            } }))),
+                    react_1.default.createElement(core_1.Box, { p: 2 },
                         react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 }, uploadItems.map((item, index) => {
-                            var _a;
+                            var _a, _b, _c;
+                            const needsProject = !paroDocuments && !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value);
                             return (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, key: item.id },
                                 react_1.default.createElement(core_1.Paper, { elevation: 1, style: {
                                         padding: "12px 16px",
-                                        backgroundColor: "white",
-                                        border: "1px solid #E2E8F0",
-                                        borderRadius: "4px",
+                                        backgroundColor: needsProject ? "#FFFBF5" : "white",
+                                        border: needsProject
+                                            ? "2px solid #FFE0B2"
+                                            : "1.5px solid #f0f1f4",
+                                        borderRadius: "10px",
                                     } },
                                     react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 },
-                                        react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: { display: "flex", alignItems: "center" } },
-                                            react_1.default.createElement(base_icons_1.IconDocument, { size: "lg" })),
+                                        react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: {
+                                                display: "flex",
+                                                alignItems: "center",
+                                            } },
+                                            react_1.default.createElement(core_1.Box, { style: {
+                                                    width: "36px",
+                                                    height: "42px",
+                                                    borderRadius: "4px",
+                                                    display: "flex",
+                                                    alignItems: "flex-end",
+                                                    justifyContent: "center",
+                                                    paddingBottom: "4px",
+                                                    fontSize: "10px",
+                                                    fontWeight: 700,
+                                                    letterSpacing: "0.5px",
+                                                    textTransform: "uppercase",
+                                                    backgroundColor: item.file.name.endsWith(".csv")
+                                                        ? "#E8F5E9"
+                                                        : item.file.name.endsWith(".pdf")
+                                                            ? "#FFF3E0"
+                                                            : "#E3F2FD",
+                                                    border: item.file.name.endsWith(".csv")
+                                                        ? "1.5px solid #A5D6A7"
+                                                        : item.file.name.endsWith(".pdf")
+                                                            ? "1.5px solid #FFCC80"
+                                                            : "1.5px solid #90CAF9",
+                                                    color: item.file.name.endsWith(".csv")
+                                                        ? "#248384"
+                                                        : item.file.name.endsWith(".pdf")
+                                                            ? "#E65100"
+                                                            : "#1976D2",
+                                                } }, ((_b = item.file.name
+                                                .split(".")
+                                                .pop()) === null || _b === void 0 ? void 0 : _b.toUpperCase()) || "FILE")),
                                         react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: true },
                                             react_1.default.createElement(base_ui_1.Input, { type: "text", value: item.documentName, onChange: (e) => updateItem(item.id, {
                                                     documentName: e.target.value,
@@ -511,7 +645,8 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
                                                     }
                                                 }, options: documentTypeOptions, disabled: item.status === "uploading" ||
                                                     item.status === "success", required: false })),
-                                        paroDocuments && item.docType === "EO Insurance" && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3, style: { marginTop: "5px" } },
+                                        paroDocuments &&
+                                            item.docType === "EO Insurance" && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3, style: { marginTop: "5px" } },
                                             react_1.default.createElement(core_1.TextField, { type: "date", label: "Expiration Date", value: item.expiryDate
                                                     ? new Date(item.expiryDate)
                                                         .toISOString()
@@ -546,7 +681,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
                                                 }, disabled: item.status === "uploading" ||
                                                     item.status === "success", fullWidth: true, variant: "outlined", size: "small", required: true, error: !!item.dateError, helperText: item.dateError }))),
                                         !paroDocuments && !hasSingleProject && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3 },
-                                            react_1.default.createElement(base_ui_1.Select, { value: ((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) || "", onChange: (e) => {
+                                            react_1.default.createElement(base_ui_1.Select, { value: ((_c = item.clientAndProject) === null || _c === void 0 ? void 0 : _c.value) || "", onChange: (e) => {
                                                     // Handle empty selection
                                                     if (e.target.value === "") {
                                                         updateItem(item.id, {
@@ -562,7 +697,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
                                                     {
                                                         id: "placeholder",
                                                         value: "",
-                                                        label: "Which project?",
+                                                        label: "Select project",
                                                     },
                                                     ...filteredProjectOptions,
                                                 ], disabled: item.status === "uploading" ||
@@ -585,55 +720,19 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
                                         react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#38A169" } }, "\u2713 Upload successful"))),
                                     item.status === "error" && (react_1.default.createElement(core_1.Box, { mt: 1, ml: { xs: 0, sm: 6 } },
                                         react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#E53E3E" } }, "\u2717 Upload failed"))))));
-                        }))),
-                    react_1.default.createElement(core_1.Divider, { style: { marginTop: "24px" } }),
-                    react_1.default.createElement(core_1.Box, { display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, mt: 2 },
-                        react_1.default.createElement(core_1.Box, null,
-                            react_1.default.createElement(core_1.Typography, { variant: "body2", style: { color: "#718096" } }, paroDocuments ? (react_1.default.createElement(react_1.default.Fragment, null,
-                                react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => i.status !== "success")
-                                    .length),
-                                " ",
-                                uploadItems.filter((i) => i.status !== "success")
-                                    .length === 1
-                                    ? "file"
-                                    : "files")) : (react_1.default.createElement(react_1.default.Fragment, null,
-                                react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => i.status !== "success")
-                                    .length),
-                                " ",
-                                "files \u2022",
-                                " ",
-                                react_1.default.createElement("span", { style: { color: "#718096" } },
-                                    react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
-                                        var _a;
-                                        return ((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
-                                            i.status !== "success";
-                                    }).length),
-                                    " ",
-                                    "project-assigned"),
-                                " ",
-                                "\u2022",
-                                " ",
-                                react_1.default.createElement("span", { style: { color: "#D97706" } },
-                                    react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
-                                        var _a;
-                                        return !((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
-                                            i.status !== "success";
-                                    }).length),
-                                    " ",
-                                    "need project"))))),
-                        react_1.default.createElement(core_1.Box, null,
-                            react_1.default.createElement(core_1.Box, { component: "span", ml: 1 },
-                                react_1.default.createElement(base_ui_1.Button, { label: isUploading
-                                        ? "Uploading..."
-                                        : `Upload ${uploadItems.filter((i) => i.status !== "success").length} Files`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
-                                        isUploading ||
-                                        uploadItems.every((i) => i.status === "success") ||
-                                        (!paroDocuments && !selectedExpert) ||
-                                        (hasMultipleProjects && !allFilesHaveProjects) ||
-                                        uploadItems.some((i) => paroDocuments &&
-                                            i.docType === "EO Insurance" &&
-                                            (!i.expiryDate || !!i.dateError) &&
-                                            i.status !== "success"), color: "primary", isLoading: isUploading }))))))))));
+                        }))))),
+                uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { display: "flex", justifyContent: "flex-end" },
+                    react_1.default.createElement(base_ui_1.Button, { label: isUploading
+                            ? "Uploading..."
+                            : `Upload ${uploadItems.filter((i) => i.status !== "success").length} File${uploadItems.filter((i) => i.status !== "success").length !== 1 ? "s" : ""}`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
+                            isUploading ||
+                            uploadItems.every((i) => i.status === "success") ||
+                            (!paroDocuments && !selectedExpert) ||
+                            (hasMultipleProjects && !allFilesHaveProjects) ||
+                            uploadItems.some((i) => paroDocuments &&
+                                i.docType === "EO Insurance" &&
+                                (!i.expiryDate || !!i.dateError) &&
+                                i.status !== "success"), color: "primary", isLoading: isUploading })))))));
 };
 exports.MultiFileUploadSection = MultiFileUploadSection;
 exports.default = exports.MultiFileUploadSection;

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

@@ -47,6 +47,7 @@ export type TaxAxisApi = {
     runLlm: (sessionId: string) => Promise<any>;
     runEval: (llmRunId: string) => Promise<any>;
     runReportGateways: (sessionId: string) => Promise<any>;
+    getLlmRun?: (sessionId: string, runType?: string) => Promise<any>;
     getReports: (sessionId: string) => Promise<any[]>;
     updateReport: (reportId: string, reviewedReport: Record<string, unknown>) => Promise<any>;
     generatePdf: (sessionId: string) => Promise<any>;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -46,6 +46,7 @@ const TaxAxisExtractionReview_1 = require("../../tax-axis/components/extractionR
 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 useEngineOutput_1 = require("../../tax-axis/lib/adapters/useEngineOutput");
 const UploadClient_1 = __importDefault(require("../shared/UploadClient"));
 function sleep(ms) {
     return new Promise((resolve) => {
@@ -56,6 +57,20 @@ function toInt(value) {
     const parsed = Number(String(value || '0').replace(/[^\d.-]/g, ''));
     return Number.isFinite(parsed) ? parsed : 0;
 }
+const ENTITY_DISPLAY_TO_KEY = {
+    'S-Corporation': 'S_CORP',
+    'C-Corporation': 'C_CORP',
+    'LLC': 'LLC',
+    'Partnership': 'PARTNERSHIP',
+    'Sole Proprietor': 'SOLE_PROP',
+    'Sole Proprietorship': 'SOLE_PROP',
+};
+function entityTypeKey(entity) {
+    var _a;
+    if (!entity)
+        return undefined;
+    return (_a = ENTITY_DISPLAY_TO_KEY[entity]) !== null && _a !== void 0 ? _a : entity;
+}
 function buildSessionInput(profile) {
     const taxYear = Number(profile.year) || new Date().getFullYear();
     return {
@@ -87,6 +102,25 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     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...');
+    // Derive live strategies from engineOutput so CLIENT_REPORT and PREPARER_WORKPAPER
+    // render real engine data instead of the static STRATEGIES catalog.
+    const engineOutput = (0, react_1.useMemo)(() => { var _a; return (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : null; }, [llmResult]);
+    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutput);
+    // On mount: if a sessionId was injected (e.g. returning to an existing session),
+    // reload the last GENERATION llmRun so the report screens get live data.
+    (0, react_1.useEffect)(() => {
+        if (!initialSessionId || !taxAxisApi.getLlmRun)
+            return;
+        taxAxisApi.getLlmRun(initialSessionId, 'GENERATION')
+            .then((run) => {
+            if (run === null || run === void 0 ? void 0 : run.outputPayload) {
+                setLlmResult(run.outputPayload);
+                setStep('DASHBOARD');
+            }
+        })
+            .catch(() => { });
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [initialSessionId]);
     const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {
         setSessionId(nextSessionId);
         if (onSessionChange) {
@@ -138,7 +172,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setStep('DOCUMENT_UPLOAD');
     }), [createSessionIfNeeded]);
     const handleUploadDocument = (0, react_1.useCallback)((doc, file) => __awaiter(void 0, void 0, void 0, function* () {
-        var _a;
+        var _a, _b;
         const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
         if (!ensuredSessionId) {
             throw new Error('Unable to upload without a session.');
@@ -168,7 +202,9 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             fileName: file.name,
             fileType: file.type || 'application/octet-stream',
             fileSize: file.size,
-            documentType: doc.id.toUpperCase().replace(/[^A-Z0-9]+/g, '_'),
+            // doc.documentType is the canonical lowercase snake-case key (e.g. "profit_loss").
+            // doc.id equals doc.documentType for the v2 catalog.
+            documentType: (_b = doc.documentType) !== null && _b !== void 0 ? _b : doc.id,
             s3Key: uploadClient.state.fileName,
         };
         return taxAxisApi.uploadFile(uploadInput);
@@ -252,19 +288,25 @@ 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, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
+                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { profile: profile, entityType: entityTypeKey(profile.entity), 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,
-                            }));
+                            return docs.map((doc) => {
+                                var _a;
+                                return ({
+                                    fileName: doc.fileName,
+                                    status: doc.status,
+                                    documentType: doc.documentType,
+                                    parseError: doc.parseError,
+                                    updatedAt: doc.updatedAt,
+                                    parsedData: (_a = doc.parsedData) !== null && _a !== void 0 ? _a : null,
+                                });
+                            });
+                        }), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
+                            yield taxAxisApi.saveReviewedData(documentId, reviewedData);
                         }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
             case 'PROCESSING':
                 return (react_1.default.createElement(ShellContainer, null,
@@ -277,10 +319,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     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') })));
+                    react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap })));
             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') })));
+                    react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap })));
             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') })));
@@ -301,6 +343,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         handleReset,
         handleSendReport,
         llmResult,
+        adapted,
     ]);
     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' },

package/lib/index.d.ts

@@ -15,19 +15,6 @@ 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 { SectionHeader } from './tax-axis';
-export { TaxAxisBadge } from './tax-axis';
-export { TaxAxisButton } from './tax-axis';
-export { TaxAxisCard } from './tax-axis';
-export { TaxAxisIntake } from './tax-axis';
-export { TaxAxisDocuments } from './tax-axis';
-export { TaxAxisProcessing } from './tax-axis';
-export { TaxAxisDashboard } from './tax-axis';
-export { TaxAxisClientReport } from './tax-axis';
-export { TaxAxisPreparerWorkpaper } from './tax-axis';
-export { TaxAxisExtractionReview } from './tax-axis';
-export { TaxAxisProspectReport } from './tax-axis';
-export { TaxAxisPresentationMode } from './tax-axis';
+export { ProjectIntelligence } from "./components/ProjectIntelligence";
 export { TaxAxisShell } from './components/TaxAxis';
 export type { TaxAxisApi, TaxAxisSessionInput, TaxAxisUploadInput } from './components/TaxAxis';