@paro.io/expert-shared-components 1.14.52 → 1.14.54
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/components/DocumentCenter/MultiFileUploadSection.js +220 -121
- package/lib/components/TaxAxis/TaxAxisApi.d.ts +1 -0
- package/lib/components/TaxAxis/TaxAxisShell.js +80 -17
- package/lib/index.d.ts +1 -14
- package/lib/index.js +1 -27
- package/lib/tax-axis/components/clientReport/TaxAxisClientReport.d.ts +6 -2
- package/lib/tax-axis/components/clientReport/TaxAxisClientReport.js +5 -3
- package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts +2 -1
- package/lib/tax-axis/components/dashboard/TaxAxisDashboard.js +163 -34
- package/lib/tax-axis/components/documents/DocumentCard.d.ts +3 -1
- package/lib/tax-axis/components/documents/DocumentCard.js +17 -5
- package/lib/tax-axis/components/documents/DocumentReviewModal.d.ts +13 -0
- package/lib/tax-axis/components/documents/DocumentReviewModal.js +248 -0
- package/lib/tax-axis/components/documents/DocumentTier.d.ts +3 -1
- package/lib/tax-axis/components/documents/DocumentTier.js +2 -2
- package/lib/tax-axis/components/documents/TaxAxisDocuments.d.ts +5 -1
- package/lib/tax-axis/components/documents/TaxAxisDocuments.js +86 -5
- package/lib/tax-axis/components/extractionReview/TaxAxisExtractionReview.js +17 -17
- package/lib/tax-axis/components/intake/ClientParametersSection.js +1 -1
- package/lib/tax-axis/components/intake/intakeSchema.js +1 -1
- package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts +6 -2
- package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.js +5 -3
- package/lib/tax-axis/index.d.ts +4 -0
- package/lib/tax-axis/index.js +6 -1
- package/lib/tax-axis/lib/adapters/useEngineOutput.d.ts +144 -0
- package/lib/tax-axis/lib/adapters/useEngineOutput.js +156 -0
- package/lib/tax-axis/lib/data/documents.d.ts +1 -0
- package/lib/tax-axis/lib/data/documents.js +5 -0
- package/lib/tax-axis/lib/documentFieldCatalog.d.ts +13 -0
- package/lib/tax-axis/lib/documentFieldCatalog.js +808 -0
- package/package.json +1 -1
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@@ -38,6 +38,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
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exports.MultiFileUploadSection = void 0;
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const react_1 = __importStar(require("react"));
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const core_1 = require("@material-ui/core");
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const CheckCircle_1 = __importDefault(require("@material-ui/icons/CheckCircle"));
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const ExpandMore_1 = __importDefault(require("@material-ui/icons/ExpandMore"));
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const ExpandLess_1 = __importDefault(require("@material-ui/icons/ExpandLess"));
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const date_fns_1 = require("date-fns");
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@@ -70,15 +71,13 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
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? `${item === null || item === void 0 ? void 0 : item.id}_${index}`
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: item === null || item === void 0 ? void 0 : item.split(" ").join("_").concat(index);
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if (clientOptions) {
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// Show only project name for project dropdown
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if (projectName) {
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newText = projectName;
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}
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else if (name) {
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newText = name;
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}
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else if (projectName) {
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newText = projectName;
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}
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else {
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newText = "N/A";
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}
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@@ -94,7 +93,6 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
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});
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};
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const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadExpertClientFiles, uploadInternalFile, foldername, refetchFiles, legacyFreelancerId, freelancerName, freelancerEmail, isClientPortal = false, documentUploadUrl, showAsPage, }) => {
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var _a;
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const [uploadItems, setUploadItems] = (0, react_1.useState)([]);
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const [isUploading, setIsUploading] = (0, react_1.useState)(false);
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const [showUploadSection, setShowUploadSection] = (0, react_1.useState)(true);
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@@ -122,7 +120,9 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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const excludedStatuses = ["complete", "completed", "doa", "churned"];
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const isValidProject = projectStatus &&
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!excludedStatuses.includes(projectStatus.toLowerCase());
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// Filter out "System Fee" expert on client side
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const isSystemFee = isClientPortal && (name === null || name === void 0 ? void 0 : name.toLowerCase()) === "system fee";
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if (id && name && !isSystemFee) {
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if (!groups.has(id)) {
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groups.set(id, {
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expert: { id, name },
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@@ -193,7 +193,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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if (!selectedExpert)
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return [];
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return clientOptions.filter((opt) => {
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var _a, _b;
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var _a, _b, _c, _d;
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const isMatch = isClientPortal
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? ((_a = opt.freelancer) === null || _a === void 0 ? void 0 : _a.id) === selectedExpert.id
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: ((_b = opt.client) === null || _b === void 0 ? void 0 : _b.id) === selectedExpert.id;
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@@ -201,7 +201,12 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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const excludedStatuses = ["complete", "completed", "doa", "churned"];
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const isValidProject = projectStatus &&
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!excludedStatuses.includes(projectStatus.toLowerCase());
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// Filter out System Fee projects on client side
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const expertName = isClientPortal
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? (_c = opt.freelancer) === null || _c === void 0 ? void 0 : _c.name
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: (_d = opt.client) === null || _d === void 0 ? void 0 : _d.name;
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const isSystemFee = isClientPortal && (expertName === null || expertName === void 0 ? void 0 : expertName.toLowerCase()) === "system fee";
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return isMatch && isValidProject && !isSystemFee;
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});
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}, [selectedExpert, clientOptions, isClientPortal]);
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// Check if all files have projects assigned (for multi-project experts/clients)
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@@ -210,6 +215,15 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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return true;
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return uploadItems.every((item) => { var _a; return (_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value; });
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}, [uploadItems, hasMultipleProjects]);
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// Count files that need projects
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const filesNeedingProjects = react_1.default.useMemo(() => {
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if (!selectedExpert)
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return 0;
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return uploadItems.filter((item) => { var _a; return !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) && item.status !== "success"; }).length;
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}, [uploadItems, selectedExpert]);
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// Determine step states
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const step1Complete = selectedExpert !== null;
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const step2Complete = step1Complete && uploadItems.length > 0 && allFilesHaveProjects;
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const handleFilesSelected = (files) => {
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const newItems = files.map((file) => ({
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id: `${Date.now()}-${Math.random().toString(36).substr(2, 9)}`,
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@@ -411,78 +425,198 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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".jpg",
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".png",
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], disabled: isUploading })),
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uploadItems.length > 0 &&
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uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { mb: 3 },
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react_1.default.createElement(core_1.Typography, { variant: "h5", style: {
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fontWeight: 700,
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color: "#1a1a2e",
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marginBottom: "4px",
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} }, !paroDocuments
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? isClientPortal
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? "Send Files to Expert"
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: "Send Files to Client"
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: "Upload Documents"),
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react_1.default.createElement(core_1.Typography, { variant: "body2", style: { color: "#8b8fa3" } }, "Choose a recipient, assign each file to a project, then upload."))),
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!paroDocuments &&
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expertGroups.length > 0 &&
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uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
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marginBottom: "24px",
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borderRadius: "12px",
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border: step1Complete
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? "2px solid #248384"
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: "2px solid #a8a8a8",
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backgroundColor: step1Complete ? "#FDFEFD" : "#fafafa",
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overflow: "hidden",
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} },
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react_1.default.createElement(core_1.Box, { p: 2, style: {
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backgroundColor: step1Complete ? "#F0FAF0" : "#f7f7f9",
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borderBottom: "1px solid #f0f0f5",
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display: "flex",
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alignItems: "center",
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gap: "12px",
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} },
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react_1.default.createElement(core_1.Box, { style: {
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width: "
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height: "
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width: "24px",
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height: "24px",
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borderRadius: "50%",
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backgroundColor: "
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color: "white",
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backgroundColor: step1Complete ? "white" : "gray",
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color: step1Complete ? "#248384" : "white",
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display: "flex",
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alignItems: "center",
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justifyContent: "center",
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fontSize: "13px",
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fontWeight: 700,
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flexShrink: 0,
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} }, step1Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : ("1")),
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react_1.default.createElement(core_1.Box, null,
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react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
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fontSize: "14px",
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fontWeight: 600,
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color: "#1a1a2e",
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} }, "Select recipient"),
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react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Who should receive these files?"))),
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react_1.default.createElement(core_1.Box, { p: 2 },
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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" } },
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(selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id && (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "20px" } })),
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react_1.default.createElement("span", { style: { fontWeight: 600 } }, group.expert.name),
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react_1.default.createElement("span", { style: {
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fontSize: "11px",
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fontWeight: 500,
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padding: "2px 7px",
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borderRadius: "10px",
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backgroundColor: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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? "#e2e8f0"
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: "#f0f1f4",
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color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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? "#248384"
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: "#8b8fa3",
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} },
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group.projects.length,
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" ",
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group.projects.length === 1
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? "project"
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: "projects")), onClick: () => handleExpertSelection(group.expert), clickable: true, disabled: group.projects.length === 0, style: {
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padding: "10px 18px",
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height: "auto",
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borderRadius: "8px",
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border: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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? "2px solid #248384"
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: "2px solid #e2e4ea",
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backgroundColor: "#fff",
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color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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? "#248384"
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: "#3d3f4a",
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opacity: group.projects.length === 0 ? 0.5 : 1,
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cursor: group.projects.length === 0
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? "not-allowed"
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: "pointer",
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} }))))))),
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uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
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marginBottom: "24px",
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borderRadius: "12px",
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border: step2Complete
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? "2px solid #248384"
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: !paroDocuments && !step1Complete
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? "2px solid #e2e4ea"
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: "2px solid #006cff",
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backgroundColor: step2Complete
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? "#FDFEFD"
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: !paroDocuments && !step1Complete
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? "#fafafa"
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: "#ffffff",
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overflow: "hidden",
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opacity: !paroDocuments && !step1Complete ? 0.5 : 1,
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pointerEvents: !paroDocuments && !step1Complete ? "none" : "auto",
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} },
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react_1.default.createElement(core_1.Box, { p: 2, style: {
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backgroundColor: step2Complete
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? "#F0FAF0"
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: !paroDocuments && !step1Complete
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? "#f7f7f9"
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: "#f2f2f25e",
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borderBottom: "1px solid #f0f0f5",
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display: "flex",
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alignItems: "center",
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gap: "12px",
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} },
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react_1.default.createElement(core_1.Box, { style: {
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width: "24px",
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height: "24px",
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borderRadius: "50%",
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backgroundColor: step2Complete
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? "white"
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: !paroDocuments && !step1Complete
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? "#ccc"
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: "#006cff",
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color: step2Complete ? "#248384" : "white",
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display: "flex",
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alignItems: "center",
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justifyContent: "center",
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fontSize: "13px",
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fontWeight: 700,
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flexShrink: 0,
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} }, step2Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : paroDocuments ? ("1") : ("2")),
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react_1.default.createElement(core_1.Box, { flex: 1 },
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react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
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fontSize: "14px",
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fontWeight: 600,
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color: "#1a1a2e",
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} }, "Assign files to projects"),
|
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react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Categorize each file and select its project")),
|
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!paroDocuments && filesNeedingProjects > 0 && (react_1.default.createElement(core_1.Chip, { label: `${filesNeedingProjects} need${filesNeedingProjects === 1 ? "s" : ""} a project`, size: "small", style: {
|
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fontSize: "11px",
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fontWeight: 600,
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-
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-
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-
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padding: "4px 10px",
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backgroundColor: "#FFF3E0",
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color: "#E65100",
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+
} }))),
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react_1.default.createElement(core_1.Box, { p: 2 },
|
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react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 }, uploadItems.map((item, index) => {
|
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|
-
var _a;
|
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+
var _a, _b, _c;
|
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const needsProject = !paroDocuments && !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value);
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return (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, key: item.id },
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react_1.default.createElement(core_1.Paper, { elevation: 1, style: {
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padding: "12px 16px",
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backgroundColor: "white",
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border:
|
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-
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backgroundColor: needsProject ? "#FFFBF5" : "white",
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border: needsProject
|
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? "2px solid #FFE0B2"
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: "1.5px solid #f0f1f4",
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borderRadius: "10px",
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} },
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react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 },
|
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react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: {
|
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-
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react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: {
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display: "flex",
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alignItems: "center",
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} },
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react_1.default.createElement(core_1.Box, { style: {
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width: "36px",
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height: "42px",
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borderRadius: "4px",
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display: "flex",
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alignItems: "flex-end",
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justifyContent: "center",
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paddingBottom: "4px",
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fontSize: "10px",
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fontWeight: 700,
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letterSpacing: "0.5px",
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textTransform: "uppercase",
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backgroundColor: item.file.name.endsWith(".csv")
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? "#E8F5E9"
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: item.file.name.endsWith(".pdf")
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? "#FFF3E0"
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: "#E3F2FD",
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border: item.file.name.endsWith(".csv")
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? "1.5px solid #A5D6A7"
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: item.file.name.endsWith(".pdf")
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|
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? "1.5px solid #FFCC80"
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: "1.5px solid #90CAF9",
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|
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color: item.file.name.endsWith(".csv")
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? "#248384"
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|
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: item.file.name.endsWith(".pdf")
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? "#E65100"
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: "#1976D2",
|
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+
} }, ((_b = item.file.name
|
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+
.split(".")
|
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+
.pop()) === null || _b === void 0 ? void 0 : _b.toUpperCase()) || "FILE")),
|
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react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: true },
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react_1.default.createElement(base_ui_1.Input, { type: "text", value: item.documentName, onChange: (e) => updateItem(item.id, {
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documentName: e.target.value,
|
|
@@ -511,7 +645,8 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
|
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}
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|
}, options: documentTypeOptions, disabled: item.status === "uploading" ||
|
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|
item.status === "success", required: false })),
|
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-
paroDocuments &&
|
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+
paroDocuments &&
|
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|
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item.docType === "EO Insurance" && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3, style: { marginTop: "5px" } },
|
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|
react_1.default.createElement(core_1.TextField, { type: "date", label: "Expiration Date", value: item.expiryDate
|
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|
? new Date(item.expiryDate)
|
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|
.toISOString()
|
|
@@ -546,7 +681,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
|
|
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546
681
|
}, disabled: item.status === "uploading" ||
|
|
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682
|
item.status === "success", fullWidth: true, variant: "outlined", size: "small", required: true, error: !!item.dateError, helperText: item.dateError }))),
|
|
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683
|
!paroDocuments && !hasSingleProject && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3 },
|
|
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|
-
react_1.default.createElement(base_ui_1.Select, { value: ((
|
|
684
|
+
react_1.default.createElement(base_ui_1.Select, { value: ((_c = item.clientAndProject) === null || _c === void 0 ? void 0 : _c.value) || "", onChange: (e) => {
|
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|
// Handle empty selection
|
|
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686
|
if (e.target.value === "") {
|
|
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|
updateItem(item.id, {
|
|
@@ -562,7 +697,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
|
|
|
562
697
|
{
|
|
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|
id: "placeholder",
|
|
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|
value: "",
|
|
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|
-
label: "
|
|
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|
+
label: "Select project",
|
|
566
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|
},
|
|
567
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|
...filteredProjectOptions,
|
|
568
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|
], disabled: item.status === "uploading" ||
|
|
@@ -585,55 +720,19 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
|
|
|
585
720
|
react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#38A169" } }, "\u2713 Upload successful"))),
|
|
586
721
|
item.status === "error" && (react_1.default.createElement(core_1.Box, { mt: 1, ml: { xs: 0, sm: 6 } },
|
|
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|
react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#E53E3E" } }, "\u2717 Upload failed"))))));
|
|
588
|
-
}))),
|
|
589
|
-
|
|
590
|
-
react_1.default.createElement(
|
|
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|
-
|
|
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|
-
|
|
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|
-
|
|
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|
-
|
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|
-
|
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|
-
|
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|
-
|
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|
-
|
|
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|
-
|
|
600
|
-
|
|
601
|
-
.length),
|
|
602
|
-
" ",
|
|
603
|
-
"files \u2022",
|
|
604
|
-
" ",
|
|
605
|
-
react_1.default.createElement("span", { style: { color: "#718096" } },
|
|
606
|
-
react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
|
|
607
|
-
var _a;
|
|
608
|
-
return ((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
|
|
609
|
-
i.status !== "success";
|
|
610
|
-
}).length),
|
|
611
|
-
" ",
|
|
612
|
-
"project-assigned"),
|
|
613
|
-
" ",
|
|
614
|
-
"\u2022",
|
|
615
|
-
" ",
|
|
616
|
-
react_1.default.createElement("span", { style: { color: "#D97706" } },
|
|
617
|
-
react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
|
|
618
|
-
var _a;
|
|
619
|
-
return !((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
|
|
620
|
-
i.status !== "success";
|
|
621
|
-
}).length),
|
|
622
|
-
" ",
|
|
623
|
-
"need project"))))),
|
|
624
|
-
react_1.default.createElement(core_1.Box, null,
|
|
625
|
-
react_1.default.createElement(core_1.Box, { component: "span", ml: 1 },
|
|
626
|
-
react_1.default.createElement(base_ui_1.Button, { label: isUploading
|
|
627
|
-
? "Uploading..."
|
|
628
|
-
: `Upload ${uploadItems.filter((i) => i.status !== "success").length} Files`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
|
|
629
|
-
isUploading ||
|
|
630
|
-
uploadItems.every((i) => i.status === "success") ||
|
|
631
|
-
(!paroDocuments && !selectedExpert) ||
|
|
632
|
-
(hasMultipleProjects && !allFilesHaveProjects) ||
|
|
633
|
-
uploadItems.some((i) => paroDocuments &&
|
|
634
|
-
i.docType === "EO Insurance" &&
|
|
635
|
-
(!i.expiryDate || !!i.dateError) &&
|
|
636
|
-
i.status !== "success"), color: "primary", isLoading: isUploading }))))))))));
|
|
723
|
+
}))))),
|
|
724
|
+
uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { display: "flex", justifyContent: "flex-end" },
|
|
725
|
+
react_1.default.createElement(base_ui_1.Button, { label: isUploading
|
|
726
|
+
? "Uploading..."
|
|
727
|
+
: `Upload ${uploadItems.filter((i) => i.status !== "success").length} File${uploadItems.filter((i) => i.status !== "success").length !== 1 ? "s" : ""}`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
|
|
728
|
+
isUploading ||
|
|
729
|
+
uploadItems.every((i) => i.status === "success") ||
|
|
730
|
+
(!paroDocuments && !selectedExpert) ||
|
|
731
|
+
(hasMultipleProjects && !allFilesHaveProjects) ||
|
|
732
|
+
uploadItems.some((i) => paroDocuments &&
|
|
733
|
+
i.docType === "EO Insurance" &&
|
|
734
|
+
(!i.expiryDate || !!i.dateError) &&
|
|
735
|
+
i.status !== "success"), color: "primary", isLoading: isUploading })))))));
|
|
637
736
|
};
|
|
638
737
|
exports.MultiFileUploadSection = MultiFileUploadSection;
|
|
639
738
|
exports.default = exports.MultiFileUploadSection;
|
|
@@ -47,6 +47,7 @@ export type TaxAxisApi = {
|
|
|
47
47
|
runLlm: (sessionId: string) => Promise<any>;
|
|
48
48
|
runEval: (llmRunId: string) => Promise<any>;
|
|
49
49
|
runReportGateways: (sessionId: string) => Promise<any>;
|
|
50
|
+
getLlmRun?: (sessionId: string, runType?: string) => Promise<any>;
|
|
50
51
|
getReports: (sessionId: string) => Promise<any[]>;
|
|
51
52
|
updateReport: (reportId: string, reviewedReport: Record<string, unknown>) => Promise<any>;
|
|
52
53
|
generatePdf: (sessionId: string) => Promise<any>;
|
|
@@ -46,6 +46,7 @@ const TaxAxisExtractionReview_1 = require("../../tax-axis/components/extractionR
|
|
|
46
46
|
const TaxAxisClientReport_1 = require("../../tax-axis/components/clientReport/TaxAxisClientReport");
|
|
47
47
|
const TaxAxisPreparerWorkpaper_1 = require("../../tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper");
|
|
48
48
|
const TaxAxisPresentationMode_1 = require("../../tax-axis/components/presentationMode/TaxAxisPresentationMode");
|
|
49
|
+
const useEngineOutput_1 = require("../../tax-axis/lib/adapters/useEngineOutput");
|
|
49
50
|
const UploadClient_1 = __importDefault(require("../shared/UploadClient"));
|
|
50
51
|
function sleep(ms) {
|
|
51
52
|
return new Promise((resolve) => {
|
|
@@ -101,6 +102,26 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
|
|
|
101
102
|
const [isBusy, setIsBusy] = (0, react_1.useState)(false);
|
|
102
103
|
const [error, setError] = (0, react_1.useState)(null);
|
|
103
104
|
const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
|
|
105
|
+
const isPollingRef = react_1.default.useRef(false);
|
|
106
|
+
// Derive live strategies from engineOutput so CLIENT_REPORT and PREPARER_WORKPAPER
|
|
107
|
+
// render real engine data instead of the static STRATEGIES catalog.
|
|
108
|
+
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]);
|
|
109
|
+
const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutput);
|
|
110
|
+
// On mount: if a sessionId was injected (e.g. returning to an existing session),
|
|
111
|
+
// reload the last GENERATION llmRun so the report screens get live data.
|
|
112
|
+
(0, react_1.useEffect)(() => {
|
|
113
|
+
if (!initialSessionId || !taxAxisApi.getLlmRun)
|
|
114
|
+
return;
|
|
115
|
+
taxAxisApi.getLlmRun(initialSessionId, 'GENERATION')
|
|
116
|
+
.then((run) => {
|
|
117
|
+
if (run === null || run === void 0 ? void 0 : run.outputPayload) {
|
|
118
|
+
setLlmResult(run.outputPayload);
|
|
119
|
+
setStep('DASHBOARD');
|
|
120
|
+
}
|
|
121
|
+
})
|
|
122
|
+
.catch(() => { });
|
|
123
|
+
// eslint-disable-next-line react-hooks/exhaustive-deps
|
|
124
|
+
}, [initialSessionId]);
|
|
104
125
|
const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {
|
|
105
126
|
setSessionId(nextSessionId);
|
|
106
127
|
if (onSessionChange) {
|
|
@@ -201,6 +222,39 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
|
|
|
201
222
|
const handleDeleteDocument = (0, react_1.useCallback)((documentId) => __awaiter(void 0, void 0, void 0, function* () {
|
|
202
223
|
yield taxAxisApi.deleteDocument(documentId);
|
|
203
224
|
}), [taxAxisApi]);
|
|
225
|
+
const pollForResult = (0, react_1.useCallback)((sid) => __awaiter(void 0, void 0, void 0, function* () {
|
|
226
|
+
const POLL_INTERVAL_MS = 4000;
|
|
227
|
+
const MAX_ATTEMPTS = 4500; // 300 minutes max
|
|
228
|
+
let attempts = 0;
|
|
229
|
+
isPollingRef.current = true;
|
|
230
|
+
const poll = () => __awaiter(void 0, void 0, void 0, function* () {
|
|
231
|
+
attempts++;
|
|
232
|
+
try {
|
|
233
|
+
const session = yield taxAxisApi.getSession(sid);
|
|
234
|
+
if ((session === null || session === void 0 ? void 0 : session.stage) === 'REPORT_READY') {
|
|
235
|
+
if (taxAxisApi.getLlmRun) {
|
|
236
|
+
const run = yield taxAxisApi.getLlmRun(sid, 'GENERATION');
|
|
237
|
+
if (run === null || run === void 0 ? void 0 : run.outputPayload) {
|
|
238
|
+
setLlmResult(run.outputPayload);
|
|
239
|
+
}
|
|
240
|
+
}
|
|
241
|
+
isPollingRef.current = false;
|
|
242
|
+
setStep('DASHBOARD');
|
|
243
|
+
return;
|
|
244
|
+
}
|
|
245
|
+
if ((session === null || session === void 0 ? void 0 : session.stage) === 'ERROR' || attempts >= MAX_ATTEMPTS) {
|
|
246
|
+
isPollingRef.current = false;
|
|
247
|
+
setError('Strategy generation timed out. Please try again.');
|
|
248
|
+
return;
|
|
249
|
+
}
|
|
250
|
+
}
|
|
251
|
+
catch (_a) {
|
|
252
|
+
// network blip — keep polling
|
|
253
|
+
}
|
|
254
|
+
setTimeout(poll, POLL_INTERVAL_MS);
|
|
255
|
+
});
|
|
256
|
+
setTimeout(poll, POLL_INTERVAL_MS);
|
|
257
|
+
}), [taxAxisApi]);
|
|
204
258
|
const handleAnalyzeDocuments = (0, react_1.useCallback)(() => __awaiter(void 0, void 0, void 0, function* () {
|
|
205
259
|
if (!profile)
|
|
206
260
|
return;
|
|
@@ -216,11 +270,12 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
|
|
|
216
270
|
setBusyMessage('Verifying all documents are parsed...');
|
|
217
271
|
yield taxAxisApi.analyzeDocuments(ensuredSessionId);
|
|
218
272
|
setBusyMessage('Generating strategy results...');
|
|
273
|
+
yield taxAxisApi.runLlm(ensuredSessionId);
|
|
274
|
+
// runLlm now returns { queued, sessionId } — navigate to processing
|
|
275
|
+
// screen immediately and poll for REPORT_READY in the background.
|
|
219
276
|
setStep('PROCESSING');
|
|
220
|
-
|
|
221
|
-
|
|
222
|
-
setLlmResult(llmResponse.outputPayload);
|
|
223
|
-
}
|
|
277
|
+
setIsBusy(false);
|
|
278
|
+
pollForResult(ensuredSessionId);
|
|
224
279
|
}
|
|
225
280
|
catch (requestError) {
|
|
226
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const msg = requestError instanceof Error
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@@ -229,10 +284,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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setError(msg);
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setStep('DOCUMENT_UPLOAD');
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setIsBusy(false);
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return;
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}
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}), [createSessionIfNeeded, profile, taxAxisApi]);
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}), [createSessionIfNeeded, pollForResult, profile, taxAxisApi]);
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const handleSendReport = (0, react_1.useCallback)(() => __awaiter(void 0, void 0, void 0, function* () {
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if (!sessionId) {
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setError('No session id available for sending report.');
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@@ -274,17 +327,26 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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return [];
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}
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const docs = yield taxAxisApi.getDocuments(ensuredSessionId);
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return docs.map((doc) =>
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return docs.map((doc) => {
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var _a;
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return ({
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fileName: doc.fileName,
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status: doc.status,
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documentType: doc.documentType,
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parseError: doc.parseError,
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updatedAt: doc.updatedAt,
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parsedData: (_a = doc.parsedData) !== null && _a !== void 0 ? _a : null,
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});
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});
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}), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
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yield taxAxisApi.saveReviewedData(documentId, reviewedData);
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}), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
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case 'PROCESSING':
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return (react_1.default.createElement(ShellContainer, null,
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react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, onComplete: () =>
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react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, onComplete: () => {
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if (!isPollingRef.current)
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setStep('DASHBOARD');
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} })));
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case 'PARSED_REVIEW':
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return (react_1.default.createElement(ShellContainer, null,
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react_1.default.createElement(TaxAxisExtractionReview_1.TaxAxisExtractionReview, { userContext: userContext, onBack: () => setStep('DASHBOARD'), onConfirmAndUnlock: () => setStep('DASHBOARD') })));
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@@ -293,10 +355,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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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 })));
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case 'CLIENT_REPORT':
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return (react_1.default.createElement(ShellContainer, { fullWidth: true },
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react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER') })));
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|
+
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 })));
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case 'PREPARER_WORKPAPER':
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return (react_1.default.createElement(ShellContainer, { fullWidth: true },
|
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|
-
react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT') })));
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361
|
+
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 })));
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|
case 'PRESENTATION':
|
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|
return (react_1.default.createElement(ShellContainer, { fullWidth: true },
|
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|
react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));
|
|
@@ -317,6 +379,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
|
|
|
317
379
|
handleReset,
|
|
318
380
|
handleSendReport,
|
|
319
381
|
llmResult,
|
|
382
|
+
adapted,
|
|
320
383
|
]);
|
|
321
384
|
return (react_1.default.createElement(react_1.default.Fragment, null,
|
|
322
385
|
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' },
|