@paro.io/expert-shared-components 1.14.52 → 1.14.53

package/lib/tax-axis/components/clientReport/TaxAxisClientReport.d.ts

@@ -1,9 +1,13 @@
 import React from "react";
-import type { ClientProfile } from "../../lib/types";
+import type { ClientProfile, Strategy, ComputedMap } from "../../lib/types";
 import type { TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisClientReportProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onBack: () => void;
     onNavigatePreparer?: () => void;
+    /** When provided, bypasses local filterEligibleStrategies + computeAllStrategies. */
+    liveStrategies?: Strategy[];
+    /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
+    liveComputedMap?: ComputedMap;
 }
-export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }: TaxAxisClientReportProps): React.JSX.Element;
+export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap }: TaxAxisClientReportProps): React.JSX.Element;

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

@@ -34,11 +34,13 @@ const ExecutiveSummary_1 = require("./ExecutiveSummary");
 const RecommendedStrategies_1 = require("./RecommendedStrategies");
 const ImplementationRoadmap_1 = require("./ImplementationRoadmap");
 const Methodology_1 = require("./Methodology");
-function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }) {
+function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap }) {
     var _a, _b, _c;
     const [view, setView] = (0, react_1.useState)("client");
-    const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
-    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
+    const staticEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
+    const staticComputed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
+    const eligible = liveStrategies !== null && liveStrategies !== void 0 ? liveStrategies : staticEligible;
+    const computed = liveComputedMap !== null && liveComputedMap !== void 0 ? liveComputedMap : staticComputed;
     const totalLo = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
     const totalHi = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
     const top3 = [...eligible].sort((a, b) => b.score - a.score).slice(0, 3);

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

@@ -63,5 +63,6 @@ export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     onSend: () => void;
     onReset: () => void;
     onReviewData?: () => void;
+    onUploadMore?: () => void;
 }
-export declare function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;
+export declare function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;

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

@@ -61,29 +61,74 @@ function humanizeStrategyType(raw) {
         .replace(/_/g, " ")
         .replace(/\b\w/g, (c) => c.toUpperCase());
 }
+// Build a lookup from strategy_id → strategy_name using engineOutput.strategy_analysis
+function buildEngineNameLookup(llm) {
+    var _a;
+    const map = new Map();
+    const analysis = (_a = llm.engineOutput) === null || _a === void 0 ? void 0 : _a.strategy_analysis;
+    if (Array.isArray(analysis)) {
+        for (const a of analysis) {
+            if (a.strategy_id && a.strategy_name)
+                map.set(a.strategy_id, a.strategy_name);
+        }
+    }
+    return map;
+}
+// Build a lookup from strategy_id → roadmap bucket using engineOutput.implementation_roadmap
+function buildRoadmapBucketLookup(llm) {
+    var _a, _b;
+    const map = new Map();
+    const roadmap = (_a = llm.engineOutput) === null || _a === void 0 ? void 0 : _a.implementation_roadmap;
+    if (!roadmap)
+        return map;
+    const bucketKeys = [
+        { key: "quick_wins", bucket: "now" },
+        { key: "immediate", bucket: "now" },
+        { key: "thirty_day", bucket: "30d" },
+        { key: "ninety_day", bucket: "90d" },
+        { key: "annual", bucket: "filing" },
+    ];
+    for (const { key, bucket } of bucketKeys) {
+        for (const item of (_b = roadmap[key]) !== null && _b !== void 0 ? _b : []) {
+            if (item.strategy_id)
+                map.set(item.strategy_id, bucket);
+        }
+    }
+    return map;
+}
 function mapLlmToStrategies(llm) {
+    const nameLookup = buildEngineNameLookup(llm);
+    const bucketLookup = buildRoadmapBucketLookup(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,
-    }));
+        .map((s, idx) => {
+        var _a, _b, _c, _d, _e;
+        const id = (_a = s.strategyId) !== null && _a !== void 0 ? _a : s.strategyType;
+        // Prefer the real strategy_name from engineOutput, fall back to humanized strategyType
+        const name = (_b = nameLookup.get(id)) !== null && _b !== void 0 ? _b : humanizeStrategyType(s.strategyType);
+        const timelineBucket = (_c = bucketLookup.get(id)) !== null && _c !== void 0 ? _c : (s.priority === "HIGH" ? "now" : "90d");
+        const weightedScore = (_d = s.weightedScore) !== null && _d !== void 0 ? _d : (s.priority === "HIGH" ? 85 : s.priority === "MEDIUM" ? 70 : 55);
+        return {
+            rank: idx + 1,
+            code: id,
+            name,
+            cat: "income",
+            priority: (s.priority || "MEDIUM").toUpperCase(),
+            score: Math.round(weightedScore),
+            entities: [],
+            lo: s.estimatedSavings.min,
+            hi: s.estimatedSavings.max,
+            timeline: timelineBucket === "now" ? "Act now" : timelineBucket === "30d" ? "Within 30 days" : "Within 90 days",
+            timelineBucket,
+            clientBrief: s.summary,
+            action: (_e = s.implementationSteps[0]) !== null && _e !== void 0 ? _e : s.summary,
+            forms: s.requiredForms.join(", "),
+            abstract: s.summary,
+            sources: [],
+            trace: [],
+            cost: undefined,
+        };
+    });
 }
 function buildLlmComputed(strategies) {
     const map = new Map();
@@ -100,7 +145,7 @@ 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, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext = "expert", }) {
+function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, 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 ──────────────────────────────────────────────
@@ -110,11 +155,13 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
     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");
+    // When LLM result is present, land directly on the Intelligence Report tab
+    const [topTab, setTopTab] = (0, react_1.useState)(hasLlm ? "report" : "extraction");
     const [reportTab, setReportTab] = (0, react_1.useState)("report");
     const [chartExpanded, setChartExpanded] = (0, react_1.useState)(false);
     const [selected, setSelected] = (0, react_1.useState)(null);
-    const [dataConfirmed, setDataConfirmed] = (0, react_1.useState)(false);
+    // When LLM result is present, data is implicitly confirmed — skip the gate
+    const [dataConfirmed, setDataConfirmed] = (0, react_1.useState)(hasLlm);
     const [reviewStatus, setReviewStatus] = (0, react_1.useState)({
         unreviewed: data_1.EXTRACTED_DATA.reduce((a, d) => a + d.flagCount, 0),
         edits: 0,
@@ -139,8 +186,23 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
         const c = computed.get(selected.rank);
         return Object.assign(Object.assign({}, selected), { lo: (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : selected.lo, hi: (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : selected.hi, sources: (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : selected.sources, trace: (_d = c === null || c === void 0 ? void 0 : c.trace) !== null && _d !== void 0 ? _d : selected.trace });
     }, [selected, computed]);
-    // 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]);
+    // Split eligible strategies into calculable (hi > 0) vs uncalculated ($0K)
+    const calculable = (0, react_1.useMemo)(() => dashEligible.filter((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) > 0; }), [dashEligible, computed]);
+    const uncalculated = (0, react_1.useMemo)(() => dashEligible.filter((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) === 0; }), [dashEligible, computed]);
+    // Sorted calculable strategies for impact distribution
+    const sortedByImpact = (0, react_1.useMemo)(() => [...calculable].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); }), [calculable, computed]);
+    // Reverse-map: strategy name → document names needed (from DOC_SPECS_BASE)
+    const strategyDocNeeds = (0, react_1.useMemo)(() => {
+        const map = new Map();
+        uncalculated.forEach((s) => {
+            const docs = data_1.DOC_SPECS_BASE
+                .filter((d) => d.strategies.some((st) => s.name.includes(st) || st.includes(s.code)))
+                .map((d) => d.name);
+            map.set(s.name, docs.length > 0 ? docs : ["Upload additional documents"]);
+        });
+        return map;
+    }, [uncalculated]);
+    const [uncalcExpanded, setUncalcExpanded] = (0, react_1.useState)(false);
     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)",
@@ -220,6 +282,23 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                     marginBottom: "-1px",
                 } }, lbl)))),
             reportTab === "report" ? (react_1.default.createElement("div", null,
+                reviewStatus.unreviewed > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4 flex items-center gap-3", style: {
+                        background: "rgba(251,154,29,0.06)",
+                        border: "1px solid rgba(251,154,29,0.20)",
+                        borderLeft: "4px solid #FB9A1D",
+                        padding: "14px 20px",
+                    } },
+                    react_1.default.createElement("svg", { width: "16", height: "16", viewBox: "0 0 16 16", fill: "none", className: "flex-shrink-0" },
+                        react_1.default.createElement("path", { d: "M8 1.5l6.5 12H1.5L8 1.5z", stroke: "#FB9A1D", strokeWidth: "1.3", fill: "none" }),
+                        react_1.default.createElement("path", { d: "M8 6.5v3M8 11h.005", stroke: "#FB9A1D", strokeWidth: "1.3", strokeLinecap: "round" })),
+                    react_1.default.createElement("div", { className: "flex-1" },
+                        react_1.default.createElement("span", { className: "text-[13px] font-semibold text-white font-tax-axis-body" },
+                            reviewStatus.unreviewed,
+                            " extracted value",
+                            reviewStatus.unreviewed > 1 ? "s" : "",
+                            " flagged for review"),
+                        react_1.default.createElement("span", { className: "text-[12px] text-tax-axis-text-2 font-tax-axis-body ml-2" }, "\u2014 strategy savings may shift after corrections")),
+                    onReviewData && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onReviewData, className: "flex-shrink-0" }, "Review Extracted Values")))),
                 react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: {
                         background: "#0E1132",
                         border: "1px solid rgba(36,131,132,0.12)",
@@ -235,7 +314,7 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                                 color: "#9498B8",
                             } }, chartExpanded ? "Collapse \u2191" : "Expand \u2193")),
                     sortedByImpact
-                        .slice(0, chartExpanded ? dashEligible.length : 12)
+                        .slice(0, chartExpanded ? calculable.length : 12)
                         .map((s, i) => {
                         var _a, _b, _c, _d;
                         const chi = (_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi;
@@ -260,24 +339,74 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                                 "\u2013",
                                 fmtK(chi))));
                     }),
-                    !chartExpanded && dashEligible.length > 12 && (react_1.default.createElement("div", { onClick: () => setChartExpanded(true), className: "text-[11px] text-tax-axis-teal-light font-tax-axis-mono mt-1 cursor-pointer hover:underline" },
+                    !chartExpanded && calculable.length > 12 && (react_1.default.createElement("div", { onClick: () => setChartExpanded(true), className: "text-[11px] text-tax-axis-teal-light font-tax-axis-mono mt-1 cursor-pointer hover:underline" },
                         "+ ",
-                        dashEligible.length - 12,
+                        calculable.length - 12,
                         " more strategies \u2014 click to view all")),
                     chartExpanded && (react_1.default.createElement("div", { onClick: () => setChartExpanded(false), className: "text-[11px] text-tax-axis-text-3 font-tax-axis-mono mt-1 cursor-pointer hover:text-tax-axis-teal" },
                         "Showing all ",
-                        dashEligible.length,
+                        calculable.length,
                         " strategies \u2014 click to collapse"))),
                 react_1.default.createElement("div", { className: "text-[13px] font-bold text-white uppercase tracking-widest mb-2.5 font-tax-axis-head flex justify-between items-center" },
                     react_1.default.createElement("span", null,
                         dashEligible.length,
                         " Strategies"),
                     react_1.default.createElement("span", { className: "font-normal normal-case tracking-normal text-tax-axis-text-2 text-xs font-tax-axis-body" }, "Click to explore")),
-                react_1.default.createElement("div", { className: "grid grid-cols-2 gap-2.5 mb-4" }, dashEligible.map((s, i) => {
-                    var _a, _b;
-                    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: "grid grid-cols-2 gap-2.5 mb-4" },
+                    calculable.map((s, i) => {
+                        var _a, _b;
+                        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 }));
+                    }),
+                    hasLlm && uncalculated.map((s, i) => (react_1.default.createElement("div", { key: s.rank, onClick: () => setSelected(s), className: "rounded-[14px] p-4 cursor-pointer", style: {
+                            background: "#0E1132",
+                            border: "1px solid rgba(36,131,132,0.12)",
+                            boxShadow: "0 2px 8px rgba(6,8,33,0.3)",
+                            animationDelay: `${0.2 + (calculable.length + i) * 0.06}s`,
+                        } },
+                        react_1.default.createElement("div", { className: "flex items-start justify-between gap-2 mb-2" },
+                            react_1.default.createElement("div", { className: "flex items-center gap-2 flex-wrap" },
+                                react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono px-2 py-0.5 rounded", style: { background: "rgba(36,131,132,0.12)", color: "#A1E5E6", border: "1px solid rgba(36,131,132,0.2)" } }, s.code),
+                                react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono px-2 py-0.5 rounded", style: { background: "rgba(148,152,184,0.1)", color: "#9498B8", border: "1px solid rgba(148,152,184,0.15)" } }, "Qualitative")),
+                            react_1.default.createElement("div", { className: "w-8 h-8 rounded-full flex items-center justify-center text-[12px] font-bold font-tax-axis-mono flex-shrink-0", style: {
+                                    background: "conic-gradient(#248384 0%, #248384 55%, #1A1D3A 55%)",
+                                    color: "#A1E5E6",
+                                } }, s.score)),
+                        react_1.default.createElement("div", { className: "text-[14px] font-semibold text-white font-tax-axis-head mb-1 leading-tight" }, s.name),
+                        react_1.default.createElement("div", { className: "text-[12px] text-tax-axis-teal-light font-tax-axis-mono mb-2" }, s.timeline),
+                        react_1.default.createElement("div", { className: "h-0.5 w-full rounded-sm mb-2", style: { background: "rgba(36,131,132,0.2)" } }),
+                        react_1.default.createElement("p", { className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body leading-relaxed line-clamp-2" }, s.abstract || s.clientBrief))))),
+                uncalculated.length > 0 && !hasLlm && (react_1.default.createElement("div", { className: "rounded-[14px] overflow-hidden mb-4", style: {
+                        background: "#0E1132",
+                        border: "1px solid rgba(251,154,29,0.15)",
+                        boxShadow: "0 2px 8px rgba(6,8,33,0.3)",
+                    } },
+                    react_1.default.createElement("div", { onClick: () => setUncalcExpanded((p) => !p), className: "px-5 py-3.5 flex items-center gap-3 cursor-pointer" },
+                        react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none", className: "flex-shrink-0" },
+                            react_1.default.createElement("circle", { cx: "7", cy: "7", r: "5.5", stroke: "#FB9A1D", strokeWidth: "1.2" }),
+                            react_1.default.createElement("path", { d: "M7 4.5v3M7 9.5h.005", stroke: "#FB9A1D", strokeWidth: "1.2", strokeLinecap: "round" })),
+                        react_1.default.createElement("span", { className: "text-[13px] font-semibold text-white font-tax-axis-body flex-1" }, hasLlm
+                            ? `${uncalculated.length} qualitative strateg${uncalculated.length > 1 ? "ies" : "y"} — CPA review recommended`
+                            : `${uncalculated.length} strateg${uncalculated.length > 1 ? "ies" : "y"} need more data to calculate savings`),
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none", style: {
+                                transform: uncalcExpanded ? "rotate(180deg)" : "none",
+                                transition: "transform .2s",
+                            } },
+                            react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
+                    uncalcExpanded && (react_1.default.createElement("div", { style: { borderTop: "1px solid rgba(251,154,29,0.12)", padding: "12px 20px" } },
+                        uncalculated.map((s, i) => (react_1.default.createElement("div", { key: s.rank, className: "py-2.5 cursor-pointer", style: {
+                                borderBottom: i < uncalculated.length - 1
+                                    ? "1px solid rgba(36,131,132,0.08)"
+                                    : "none",
+                            }, onClick: () => setSelected(s) },
+                            react_1.default.createElement("div", { className: "flex items-center gap-2.5 mb-1" },
+                                react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono px-2 py-0.5 rounded", style: { color: "#FB9A1D", background: "rgba(251,154,29,0.08)", border: "1px solid rgba(251,154,29,0.15)" } }, s.code),
+                                react_1.default.createElement("span", { className: "text-[13px] text-white font-tax-axis-body font-semibold" }, s.name)),
+                            react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body pl-0.5" }, hasLlm
+                                ? (s.abstract || s.clientBrief || "See CPA for details")
+                                : `Needs: ${(strategyDocNeeds.get(s.name) || ["Upload additional documents"]).join(", ")}`)))),
+                        !hasLlm && onUploadMore && (react_1.default.createElement("div", { className: "pt-3 mt-1", style: { borderTop: "1px solid rgba(251,154,29,0.12)" } },
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onUploadMore }, "Upload Documents"))))))),
                 !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)",

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

@@ -12,9 +12,11 @@ interface DocumentCardProps {
     tierBadgeColor: "red" | "orange" | "neutral";
     tierBadgeText: string;
     helpOverride?: string;
+    fieldCount?: number;
     onUpload: (file: File) => void;
     onClear: () => void;
     onRemove?: () => void;
+    onReview?: () => void;
 }
-export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, onRemove, }: DocumentCardProps): React.JSX.Element;
+export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, fieldCount, onUpload, onClear, onRemove, onReview, }: DocumentCardProps): React.JSX.Element;
 export {};

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

@@ -33,7 +33,7 @@ const STATUS_STYLES = {
         cardBorder: "rgba(15,110,86,0.25)",
     },
 };
-function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, onRemove, }) {
+function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, fieldCount, onUpload, onClear, onRemove, onReview, }) {
     var _a, _b, _c;
     const ss = STATUS_STYLES[doc.status];
     const leftBorder = doc.status === "valid" ? "rgba(15,110,86,0.6)" : tierBorderColor;
@@ -64,12 +64,24 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
                     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)),
                     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: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, doc.status === "valid" && doc.fileName
+                    ? `${doc.fileName}${fieldCount ? ` \u00b7 ${fieldCount} fields extracted` : ""}`
+                    : 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" } }, "Parsed"),
+                    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" })),
+                    onReview && (react_1.default.createElement("button", { onClick: onReview, className: "rounded-md px-3 py-1 text-[11px] font-semibold font-tax-axis-mono cursor-pointer flex items-center gap-1.5", style: {
+                            background: "rgba(99,102,241,0.12)",
+                            border: "1px solid rgba(99,102,241,0.30)",
+                            color: "#a5b4fc",
+                        } },
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                            react_1.default.createElement("rect", { x: "2", y: "1.5", width: "8", height: "9", rx: "1.5", stroke: "#a5b4fc", strokeWidth: "1.2" }),
+                            react_1.default.createElement("path", { d: "M4 4.5h4M4 6.5h4M4 8.5h2", stroke: "#a5b4fc", strokeWidth: "0.9", strokeLinecap: "round" })),
+                        "Review")),
                     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,

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

@@ -0,0 +1,13 @@
+import React from "react";
+export declare const EXTRACTED_FIELDS_QUERY = "\n  query ExtractedDocumentFields($jobId: ID!, $documentId: ID!) {\n    extractedDocumentFields(jobId: $jobId, documentId: $documentId) {\n      documentId\n      documentName\n      fileName\n      sections {\n        head\n        fields {\n          key\n          label\n          value\n          sourceRef\n          confidence\n        }\n      }\n    }\n  }\n";
+export declare const SAVE_FIELD_EDIT_MUTATION = "\n  mutation SaveExtractedFieldEdit($jobId: ID!, $documentId: ID!, $fieldKey: String!, $value: String!) {\n    saveExtractedFieldEdit(jobId: $jobId, documentId: $documentId, fieldKey: $fieldKey, value: $value) {\n      success\n      fieldKey\n      savedValue\n    }\n  }\n";
+export interface DocumentReviewModalProps {
+    documentId: string;
+    documentName: string;
+    fileName: string;
+    jobId: string;
+    parsedData?: Record<string, unknown> | null;
+    onSaveReviewedData?: (fields: Record<string, string>) => Promise<void>;
+    onClose: () => void;
+}
+export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;