@paro.io/expert-shared-components 1.14.52 → 1.14.54

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

@@ -0,0 +1,248 @@
+"use strict";
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
+};
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.SAVE_FIELD_EDIT_MUTATION = exports.EXTRACTED_FIELDS_QUERY = void 0;
+exports.DocumentReviewModal = DocumentReviewModal;
+const react_1 = __importStar(require("react"));
+const extractedData_1 = require("../../lib/data/extractedData");
+const documentFieldCatalog_1 = require("../../lib/documentFieldCatalog");
+// ── GraphQL contracts (for consuming apps to use once resolvers land) ──
+exports.EXTRACTED_FIELDS_QUERY = `
+  query ExtractedDocumentFields($jobId: ID!, $documentId: ID!) {
+    extractedDocumentFields(jobId: $jobId, documentId: $documentId) {
+      documentId
+      documentName
+      fileName
+      sections {
+        head
+        fields {
+          key
+          label
+          value
+          sourceRef
+          confidence
+        }
+      }
+    }
+  }
+`;
+exports.SAVE_FIELD_EDIT_MUTATION = `
+  mutation SaveExtractedFieldEdit($jobId: ID!, $documentId: ID!, $fieldKey: String!, $value: String!) {
+    saveExtractedFieldEdit(jobId: $jobId, documentId: $documentId, fieldKey: $fieldKey, value: $value) {
+      success
+      fieldKey
+      savedValue
+    }
+  }
+`;
+// ── Format a raw value for display ──
+function formatValue(v) {
+    if (v === null || v === undefined)
+        return "";
+    if (typeof v === "number")
+        return `$${v.toLocaleString()}`;
+    if (typeof v === "boolean")
+        return v ? "Yes" : "No";
+    return String(v);
+}
+// ── Build ReviewSection[] from real parsedData using the catalog ──
+function buildSectionsFromCatalog(documentType, fields) {
+    const catalog = documentFieldCatalog_1.DOCUMENT_FIELD_CATALOG[documentType];
+    if (!catalog) {
+        // Unknown doc type — render all non-null scalar fields in one flat section
+        const flatFields = Object.entries(fields)
+            .filter(([, v]) => v !== null && v !== undefined && typeof v !== "object")
+            .map(([key, val]) => ({
+            key,
+            label: key.replace(/_/g, " ").replace(/\b\w/g, (c) => c.toUpperCase()),
+            value: formatValue(val),
+            sourceRef: "",
+            confidence: 0.9,
+        }));
+        return flatFields.length > 0 ? [{ head: "Extracted Fields", fields: flatFields }] : [];
+    }
+    return catalog.sections
+        .map((section) => {
+        const sectionFields = section.fields
+            .filter((key) => {
+            const v = fields[key];
+            // Include all scalar fields from the catalog — show empty string for null/undefined.
+            // Skip only object/array values (dicts, arrays) which can't be inline-edited.
+            return typeof v !== "object" || v === null || v === undefined;
+        })
+            .map((key) => {
+            var _a, _b;
+            const def = catalog.fields[key];
+            return {
+                key,
+                label: (_a = def === null || def === void 0 ? void 0 : def.label) !== null && _a !== void 0 ? _a : key.replace(/_/g, " ").replace(/\b\w/g, (c) => c.toUpperCase()),
+                value: formatValue(fields[key]),
+                sourceRef: (_b = def === null || def === void 0 ? void 0 : def.sourceRef) !== null && _b !== void 0 ? _b : "",
+                confidence: 0.9,
+            };
+        });
+        return { head: section.head, fields: sectionFields };
+    })
+        .filter((s) => s.fields.length > 0);
+}
+// ── Stub fallback when no real parsedData is available ──
+function getStubSections(documentId) {
+    const doc = extractedData_1.EXTRACTED_DATA.find((d) => d.docId === documentId);
+    if (!doc)
+        return [];
+    return [
+        {
+            head: doc.docName,
+            fields: doc.fields.map((f, i) => ({
+                key: `${documentId}-${i}`,
+                label: f.field,
+                value: f.value,
+                sourceRef: f.line,
+                confidence: f.status === "pass" ? 0.92 : 0.65,
+            })),
+        },
+    ];
+}
+function getTotalFieldCount(sections) {
+    return sections.reduce((sum, s) => sum + s.fields.length, 0);
+}
+// ── Component ──
+function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }) {
+    const [loading, setLoading] = (0, react_1.useState)(true);
+    const [sections, setSections] = (0, react_1.useState)([]);
+    const [saveStatus, setSaveStatus] = (0, react_1.useState)("idle");
+    const debounceTimers = (0, react_1.useRef)({});
+    (0, react_1.useEffect)(() => {
+        var _a;
+        if (parsedData && typeof parsedData === "object") {
+            const fields = ((_a = parsedData.fields) !== null && _a !== void 0 ? _a : parsedData);
+            const documentType = parsedData.documentType || documentId;
+            setSections(buildSectionsFromCatalog(documentType, fields));
+            setLoading(false);
+            return;
+        }
+        // Fallback: stub loading delay
+        const t = setTimeout(() => {
+            setSections(getStubSections(documentId));
+            setLoading(false);
+        }, 400);
+        return () => clearTimeout(t);
+    }, [documentId, parsedData]);
+    const handleFieldChange = (0, react_1.useCallback)((sectionIdx, fieldIdx, newValue) => {
+        setSections((prev) => prev.map((sec, si) => si === sectionIdx
+            ? Object.assign(Object.assign({}, sec), { fields: sec.fields.map((f, fi) => fi === fieldIdx ? Object.assign(Object.assign({}, f), { value: newValue }) : f) }) : sec));
+        const timerKey = `${sectionIdx}-${fieldIdx}`;
+        clearTimeout(debounceTimers.current[timerKey]);
+        setSaveStatus("saving");
+        debounceTimers.current[timerKey] = setTimeout(() => {
+            setSaveStatus("saved");
+            setTimeout(() => setSaveStatus("idle"), 1500);
+        }, 900);
+    }, [sections]);
+    const handleDone = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        if (onSaveReviewedData && sections.length > 0) {
+            const allFields = {};
+            sections.forEach((sec) => sec.fields.forEach((f) => { allFields[f.key] = f.value; }));
+            try {
+                yield onSaveReviewedData(allFields);
+            }
+            catch ( /* non-fatal */_a) { /* non-fatal */ }
+        }
+        onClose();
+    }), [onSaveReviewedData, sections, onClose]);
+    (0, react_1.useEffect)(() => {
+        const timers = debounceTimers.current;
+        return () => { Object.values(timers).forEach(clearTimeout); };
+    }, []);
+    const totalFields = getTotalFieldCount(sections);
+    const isFlagged = (f) => f.confidence < 0.8;
+    return (react_1.default.createElement("div", { onClick: onClose, style: { position: "fixed", inset: 0, zIndex: 9999, background: "rgba(0,0,0,0.65)", display: "flex", alignItems: "center", justifyContent: "center" } },
+        react_1.default.createElement("div", { onClick: (e) => e.stopPropagation(), style: { width: 520, maxHeight: "85vh", background: "#111827", border: "1px solid #1f2937", borderRadius: 16, display: "flex", flexDirection: "column", boxShadow: "0 25px 60px rgba(0,0,0,0.5)" } },
+            react_1.default.createElement("div", { style: { padding: "20px 24px 16px", borderBottom: "1px solid #1f2937", display: "flex", alignItems: "flex-start", gap: 14 } },
+                react_1.default.createElement("div", { style: { width: 40, height: 40, borderRadius: 10, background: "rgba(99,102,241,0.12)", border: "1px solid rgba(99,102,241,0.25)", display: "flex", alignItems: "center", justifyContent: "center", flexShrink: 0 } },
+                    react_1.default.createElement("svg", { width: "18", height: "18", viewBox: "0 0 18 18", fill: "none" },
+                        react_1.default.createElement("rect", { x: "3", y: "2", width: "12", height: "14", rx: "2", stroke: "#818cf8", strokeWidth: "1.5" }),
+                        react_1.default.createElement("path", { d: "M6 6h6M6 9h6M6 12h4", stroke: "#818cf8", strokeWidth: "1.2", strokeLinecap: "round" }))),
+                react_1.default.createElement("div", { style: { flex: 1, minWidth: 0 } },
+                    react_1.default.createElement("div", { className: "font-tax-axis-body", style: { fontSize: 15, fontWeight: 600, color: "#f3f4f6", marginBottom: 3 } },
+                        documentName,
+                        " \u2014 Extracted Fields"),
+                    react_1.default.createElement("div", { className: "font-tax-axis-body", style: { fontSize: 12, color: "#9ca3af" } },
+                        fileName,
+                        !loading && react_1.default.createElement(react_1.default.Fragment, null,
+                            " ",
+                            "\u00B7 ",
+                            totalFields,
+                            " fields \u00B7 Review and correct parsed values"))),
+                react_1.default.createElement("button", { onClick: onClose, style: { background: "transparent", border: "none", color: "#6b7280", fontSize: 20, cursor: "pointer", padding: "2px 6px", lineHeight: 1 } }, "\u00D7")),
+            react_1.default.createElement("div", { style: { flex: 1, overflowY: "auto", padding: "16px 24px 8px" } }, loading ? (react_1.default.createElement(LoadingSkeleton, null)) : sections.length === 0 ? (react_1.default.createElement("div", { style: { color: "#6b7280", fontSize: 13, textAlign: "center", padding: "32px 0" } }, "No extracted fields available for this document.")) : (sections.map((section, si) => (react_1.default.createElement("div", { key: section.head, style: { marginBottom: 20 } },
+                react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 10, marginBottom: 10 } },
+                    react_1.default.createElement("span", { className: "font-tax-axis-mono", style: { fontSize: 10, fontWeight: 700, letterSpacing: "0.08em", textTransform: "uppercase", color: "#6b7280" } }, section.head),
+                    react_1.default.createElement("div", { style: { flex: 1, height: 1, background: "#1f2937" } })),
+                react_1.default.createElement("div", { style: { background: "#0d1117", borderRadius: 10, border: "1px solid #1f2937", overflow: "hidden" } }, section.fields.map((field, fi) => {
+                    const flagged = isFlagged(field);
+                    return (react_1.default.createElement("div", { key: field.key, style: { display: "grid", gridTemplateColumns: "160px 1fr auto", alignItems: "center", padding: "10px 14px", borderBottom: fi < section.fields.length - 1 ? "1px solid #1f2937" : "none", gap: 12 } },
+                        react_1.default.createElement("span", { className: "font-tax-axis-body", style: { fontSize: 12, color: flagged ? "#fbbf24" : "#9ca3af", display: "flex", alignItems: "center", gap: 5 } },
+                            flagged && (react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                                react_1.default.createElement("path", { d: "M6 1L11 10H1L6 1Z", stroke: "#fbbf24", strokeWidth: "1.2", strokeLinejoin: "round" }),
+                                react_1.default.createElement("path", { d: "M6 4.5V6.5M6 8V8.01", stroke: "#fbbf24", strokeWidth: "1.1", strokeLinecap: "round" }))),
+                            field.label),
+                        react_1.default.createElement("input", { type: "text", value: field.value, onChange: (e) => handleFieldChange(si, fi, e.target.value), style: { background: "#0d1117", border: `1px solid ${flagged ? "rgba(251,191,36,0.4)" : "#1f2937"}`, borderRadius: 6, padding: "7px 10px", color: "#e5e7eb", fontSize: 13, fontFamily: "monospace", outline: "none", width: "100%", boxSizing: "border-box" } }),
+                        react_1.default.createElement("span", { className: "font-tax-axis-mono", style: { fontSize: 11, color: flagged ? "#fbbf24" : "#4ade80", whiteSpace: "nowrap", display: "flex", alignItems: "center", gap: 4 } },
+                            field.sourceRef || "",
+                            " ",
+                            flagged ? react_1.default.createElement("span", { style: { fontSize: 10 } }, "\u25B2") : react_1.default.createElement("span", { style: { fontSize: 12 } }, "\u2713"))));
+                }))))))),
+            react_1.default.createElement("div", { style: { padding: "14px 24px", borderTop: "1px solid #1f2937", display: "flex", alignItems: "center", justifyContent: "space-between" } },
+                react_1.default.createElement("span", { className: "font-tax-axis-body", style: { fontSize: 11, color: "#6b7280", display: "flex", alignItems: "center", gap: 6 } },
+                    saveStatus === "idle" && (react_1.default.createElement(react_1.default.Fragment, null,
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                            react_1.default.createElement("circle", { cx: "6", cy: "6", r: "5", stroke: "#6b7280", strokeWidth: "1.2" }),
+                            react_1.default.createElement("path", { d: "M6 3.5V6.5L8 7.5", stroke: "#6b7280", strokeWidth: "1.1", strokeLinecap: "round" })),
+                        "Changes save automatically")),
+                    saveStatus === "saving" && (react_1.default.createElement(react_1.default.Fragment, null,
+                        react_1.default.createElement("div", { style: { width: 10, height: 10, borderRadius: "50%", border: "2px solid transparent", borderTopColor: "#818cf8", animation: "spin 0.6s linear infinite" } }),
+                        "Saving\u2026")),
+                    saveStatus === "saved" && react_1.default.createElement("span", { style: { color: "#4ade80" } }, "Saved \u2713")),
+                react_1.default.createElement("button", { onClick: handleDone, className: "font-tax-axis-body", style: { background: "rgba(99,102,241,0.9)", border: "none", borderRadius: 8, padding: "9px 28px", color: "#fff", fontSize: 13, fontWeight: 600, cursor: "pointer" } }, "Done"))),
+        react_1.default.createElement("style", null, `@keyframes spin { to { transform: rotate(360deg); } }`)));
+}
+function LoadingSkeleton() {
+    return (react_1.default.createElement("div", null, [1, 2].map((i) => (react_1.default.createElement("div", { key: i, style: { marginBottom: 20 } },
+        react_1.default.createElement("div", { style: { width: 100, height: 10, background: "#1f2937", borderRadius: 4, marginBottom: 10 } }),
+        react_1.default.createElement("div", { style: { background: "#0d1117", borderRadius: 10, border: "1px solid #1f2937", padding: 14 } }, [1, 2, 3].map((j) => (react_1.default.createElement("div", { key: j, style: { display: "grid", gridTemplateColumns: "160px 1fr 60px", gap: 12, marginBottom: j < 3 ? 12 : 0 } },
+            react_1.default.createElement("div", { style: { height: 14, background: "#1f2937", borderRadius: 4 } }),
+            react_1.default.createElement("div", { style: { height: 32, background: "#1f2937", borderRadius: 6 } }),
+            react_1.default.createElement("div", { style: { height: 14, background: "#1f2937", borderRadius: 4 } }))))))))));
+}

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

@@ -14,9 +14,11 @@ interface DocumentTierProps {
     tier: TierDef;
     docs: DocState[];
     helpOverrides: Record<string, string>;
+    fieldCounts?: Record<string, number>;
     onUpload: (idx: number, file: File) => void;
     onClear: (idx: number) => void;
     onRemove?: (idx: number) => void;
+    onReview?: (docId: string) => void;
 }
-export declare function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, onRemove, }: DocumentTierProps): React.JSX.Element | null;
+export declare function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }: DocumentTierProps): React.JSX.Element | null;
 export {};

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

@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DocumentTier = DocumentTier;
 const react_1 = __importDefault(require("react"));
 const DocumentCard_1 = require("./DocumentCard");
-function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, onRemove, }) {
+function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }) {
     const tierDocs = tier.ids
         .map((id) => {
         const idx = docs.findIndex((d) => d.id === id);
@@ -19,5 +19,5 @@ function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, onRemove,
         react_1.default.createElement("div", { className: "flex items-center gap-2 mb-2" },
             react_1.default.createElement("span", { className: "text-[10px] font-bold uppercase tracking-widest font-tax-axis-mono", style: { color: tier.labelColor } }, tier.label),
             react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, tier.sublabel)),
-        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx), onRemove: onRemove ? () => onRemove(idx) : undefined }))))));
+        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], fieldCount: fieldCounts === null || fieldCounts === void 0 ? void 0 : fieldCounts[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx), onRemove: onRemove ? () => onRemove(idx) : undefined, onReview: onReview ? () => onReview(doc.id) : undefined }))))));
 }

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

@@ -21,6 +21,10 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
         documentType?: string | null;
         parseError?: string | null;
         updatedAt?: string | null;
+        parsedData?: Record<string, unknown> | null;
     }>>;
+    parsedFieldCounts?: Record<string, number>;
+    jobId?: string;
+    onSaveReviewedField?: (documentId: string, reviewedData: Record<string, unknown>) => Promise<void>;
 }
-export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

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

@@ -37,6 +37,7 @@ const react_1 = __importStar(require("react"));
 const documents_1 = require("../../lib/data/documents");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const DocumentTier_1 = require("./DocumentTier");
+const DocumentReviewModal_1 = require("./DocumentReviewModal");
 const TIER_DEFS = [
     {
         key: "required",
@@ -69,7 +70,8 @@ const TIER_DEFS = [
         ids: [],
     },
 ];
-function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext = "expert", }) {
+function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", }) {
+    var _a, _b, _c;
     const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(entityType !== null && entityType !== void 0 ? entityType : undefined), [entityType]);
     // Build tier defs dynamically from the doc spec list so they're always in sync.
     const tierDefs = (0, react_1.useMemo)(() => {
@@ -80,6 +82,33 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
     const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null, parseError: null }))));
     const [uploadedDocIds, setUploadedDocIds] = (0, react_1.useState)({});
     const [continueError, setContinueError] = (0, react_1.useState)(null);
+    const [reviewDocId, setReviewDocId] = (0, react_1.useState)(null);
+    // parsedData keyed by documentType (e.g. "profit_loss") — populated from poll results
+    const [parsedDataByDocType, setParsedDataByDocType] = (0, react_1.useState)({});
+    // On mount, fetch any already-parsed docs so the review modal has real data
+    (0, react_1.useEffect)(() => {
+        if (!fetchUploadedDocuments)
+            return;
+        fetchUploadedDocuments().then((uploaded) => {
+            const byType = {};
+            for (const doc of uploaded) {
+                if (doc.parsedData && doc.documentType) {
+                    byType[doc.documentType] = doc.parsedData;
+                }
+            }
+            if (Object.keys(byType).length > 0) {
+                setParsedDataByDocType(byType);
+            }
+        }).catch(() => { });
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, []);
+    const reviewDoc = reviewDocId
+        ? (_a = docs.find((d) => d.id === reviewDocId)) !== null && _a !== void 0 ? _a : null
+        : null;
+    // The real parsedData for the document currently open in the review modal
+    const reviewParsedData = reviewDoc
+        ? ((_c = (_b = parsedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _b !== void 0 ? _b : parsedDataByDocType[reviewDoc.id]) !== null && _c !== void 0 ? _c : null)
+        : null;
     const pollForParseStatus = (idx, fileName, documentType) => __awaiter(this, void 0, void 0, function* () {
         if (!fetchUploadedDocuments)
             return;
@@ -107,6 +136,9 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                     if (status === "PARSED") {
                         setDocs((prev) => prev.map((d, i) => i === idx
                             ? Object.assign(Object.assign({}, d), { status: "valid", fileName, parseError: null }) : d));
+                        if (match.parsedData && documentType) {
+                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
+                        }
                         return;
                     }
                     if (status === "PARSING" || status === "UPLOADED") {
@@ -143,6 +175,19 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
             if (immediateStatus === "PARSED") {
                 setDocs((prev) => prev.map((d, i) => i === idx
                     ? Object.assign(Object.assign({}, d), { status: "valid", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: null }) : d));
+                // parsedData is not on the upload mutation response — fetch it now via one poll call.
+                if (fetchUploadedDocuments && documentType) {
+                    try {
+                        const uploaded = yield fetchUploadedDocuments();
+                        const match = uploaded.find((d) => String(d.documentType || "").toLowerCase() === documentType.toLowerCase());
+                        if (match === null || match === void 0 ? void 0 : match.parsedData) {
+                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
+                        }
+                    }
+                    catch (_a) {
+                        // non-fatal — user can still open modal, will show empty state
+                    }
+                }
                 return;
             }
             if (immediateStatus === "FAILED") {
@@ -183,7 +228,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         });
         handleClear(idx);
     });
-    const handleContinue = () => {
+    const handleContinue = () => __awaiter(this, void 0, void 0, function* () {
         const failedDocs = docs.filter((d) => d.status === "failed");
         if (failedDocs.length > 0) {
             const names = failedDocs.map((d) => d.name).join(", ");
@@ -191,8 +236,37 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
             return;
         }
         setContinueError(null);
+        // For every parsed doc that was not manually reviewed, persist parsedData.fields
+        // as reviewedData so the engine always has a reviewedData record to read from.
+        if (onSaveReviewedField) {
+            const validDocs = docs.filter((d) => d.status === "valid");
+            yield Promise.all(validDocs.map((doc) => __awaiter(this, void 0, void 0, function* () {
+                var _a;
+                const idx = docs.indexOf(doc);
+                const documentId = uploadedDocIds[idx];
+                if (!documentId)
+                    return;
+                const parsed = parsedDataByDocType[doc.documentType || doc.id];
+                if (!parsed)
+                    return;
+                const fields = ((_a = parsed.fields) !== null && _a !== void 0 ? _a : parsed);
+                // Convert all scalar values to strings for reviewedData
+                const reviewedFields = {};
+                for (const [k, v] of Object.entries(fields)) {
+                    if (v !== null && v !== undefined && typeof v !== "object") {
+                        reviewedFields[k] = v;
+                    }
+                }
+                if (Object.keys(reviewedFields).length > 0) {
+                    try {
+                        yield onSaveReviewedField(documentId, reviewedFields);
+                    }
+                    catch ( /* non-fatal */_b) { /* non-fatal */ }
+                }
+            })));
+        }
         onContinue();
-    };
+    });
     const validCount = docs.filter((d) => d.status === "valid").length;
     const failedCount = docs.filter((d) => d.status === "failed").length;
     const busyCount = docs.filter((d) => d.status === "validating" || d.status === "parsing").length;
@@ -244,12 +318,19 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                 border: "1px solid rgba(197,48,48,0.3)",
                 color: "#FEB2B2",
             } }, continueError)),
-        tierDefs.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: {}, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove }))),
+        tierDefs.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: {}, fieldCounts: parsedFieldCounts, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove, onReview: (docId) => setReviewDocId(docId) }))),
         react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: handleContinue, className: "flex-1", disabled: busyCount > 0 }, busyCount > 0
                 ? "Processing..."
                 : failedCount > 0
                     ? `Continue (${failedCount} failed)`
-                    : "Continue"))));
+                    : "Continue")),
+        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
+                ? (fields) => __awaiter(this, void 0, void 0, function* () {
+                    const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
+                    if (docId)
+                        yield onSaveReviewedField(docId, fields);
+                })
+                : undefined, onClose: () => setReviewDocId(null) }))));
 }

package/lib/tax-axis/components/extractionReview/TaxAxisExtractionReview.js

@@ -89,6 +89,22 @@ function TaxAxisExtractionReview({ onStatusChange, onConfirmAndUnlock, onBack, }
     return (react_1.default.createElement("div", null,
         react_1.default.createElement("style", null, `@keyframes spin{to{transform:rotate(360deg)}}`),
         react_1.default.createElement(PurposeBlock_1.PurposeBlock, { totalFields: totalFields, totalDocs: data_1.EXTRACTED_DATA.length }),
+        onConfirmAndUnlock && (react_1.default.createElement("div", { style: {
+                marginBottom: 16,
+                background: "linear-gradient(135deg, rgba(36,131,132,0.12), rgba(36,131,132,0.06))",
+                border: "1px solid rgba(36,131,132,0.3)",
+                borderRadius: 12,
+                padding: "18px 20px",
+            } },
+            react_1.default.createElement("div", { className: "flex items-center gap-4" },
+                react_1.default.createElement("div", { className: "flex-1" },
+                    react_1.default.createElement("div", { className: "text-[15px] font-bold text-white font-tax-axis-head mb-1" }, "Ready to view your report?"),
+                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-relaxed font-tax-axis-body" }, totalFlags - totalEdits > 0
+                        ? (totalFlags - totalEdits) + " value" + (totalFlags - totalEdits > 1 ? "s" : "") + " still flagged. You can confirm now or correct values first."
+                        : "All extracted values look good. Confirm to unlock the Intelligence Report.")),
+                react_1.default.createElement("div", { className: "flex gap-2.5" },
+                    onBack && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back to Dashboard")),
+                    react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onConfirmAndUnlock }, totalFlags - totalEdits > 0 ? "Confirm & Unlock Report" : "Confirm & View Report"))))),
         react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 10, marginBottom: 12 } },
             react_1.default.createElement("div", { style: {
                     width: 8,
@@ -166,21 +182,5 @@ function TaxAxisExtractionReview({ onStatusChange, onConfirmAndUnlock, onBack, }
                     borderRadius: 4,
                     border: "1px solid #2E3160",
                 } }, d.code))))))),
-        react_1.default.createElement(RerunFooter_1.RerunFooter, { totalEdits: totalEdits, rerunning: rerunning, onRerun: handleRerun }),
-        onConfirmAndUnlock && (react_1.default.createElement("div", { style: {
-                marginTop: 16,
-                background: "linear-gradient(135deg, rgba(36,131,132,0.12), rgba(36,131,132,0.06))",
-                border: "1px solid rgba(36,131,132,0.3)",
-                borderRadius: 12,
-                padding: "18px 20px",
-            } },
-            react_1.default.createElement("div", { className: "flex items-center gap-4" },
-                react_1.default.createElement("div", { className: "flex-1" },
-                    react_1.default.createElement("div", { className: "text-[15px] font-bold text-white font-tax-axis-head mb-1" }, "Ready to view your report?"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-relaxed font-tax-axis-body" }, totalFlags - totalEdits > 0
-                        ? (totalFlags - totalEdits) + " value" + (totalFlags - totalEdits > 1 ? "s" : "") + " still flagged. You can confirm now or correct values first."
-                        : "All extracted values look good. Confirm to unlock the Intelligence Report.")),
-                react_1.default.createElement("div", { className: "flex gap-2.5" },
-                    onBack && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back to Dashboard")),
-                    react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onConfirmAndUnlock }, totalFlags - totalEdits > 0 ? "Confirm & Unlock Report" : "Confirm & View Report")))))));
+        react_1.default.createElement(RerunFooter_1.RerunFooter, { totalEdits: totalEdits, rerunning: rerunning, onRerun: handleRerun })));
 }

package/lib/tax-axis/components/intake/ClientParametersSection.js

@@ -49,8 +49,8 @@ const Chevron = () => (react_1.default.createElement("svg", { className: "absolu
     react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#E6E8F5", strokeWidth: "1.5", strokeLinecap: "round" })));
 /* ═══ Option lists (spec-canonical) ═══ */
 const ENTITY_OPTIONS = [
-    "S-Corporation",
     "C-Corporation",
+    "S-Corporation",
     "LLC",
     "Partnership",
     "Sole Proprietor",

package/lib/tax-axis/components/intake/intakeSchema.js

@@ -60,7 +60,7 @@ exports.intakeSchema = Yup.object().shape({
 exports.intakeDefaultValues = {
     bizName: "",
     cpaName: "",
-    entity: "S-Corporation",
+    entity: "C-Corporation",
     industry: "Professional Services",
     revenue: "",
     netIncome: "",

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.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 TaxAxisPreparerWorkpaperProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onBack: () => void;
     onToggleToClient?: () => void;
+    /** When provided, bypasses local filterEligibleStrategies + computeAllStrategies. */
+    liveStrategies?: Strategy[];
+    /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
+    liveComputedMap?: ComputedMap;
 }
-export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;
+export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.js

@@ -32,12 +32,14 @@ const ReportToolbar_1 = require("../shared/ReportToolbar");
 const EngagementHeader_1 = require("./EngagementHeader");
 const Section6694Summary_1 = require("./Section6694Summary");
 const PriorityGroup_1 = require("./PriorityGroup");
-function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }) {
+function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap }) {
     const [expanded, setExpanded] = (0, react_1.useState)({});
     const [printMode, setPrintMode] = (0, react_1.useState)(false);
     const toggle = (rank, section) => setExpanded(prev => (Object.assign(Object.assign({}, prev), { [rank + "-" + section]: !prev[rank + "-" + section] })));
-    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 states = profile.states || [];
     const bizName = profile.bizName || "Client";
     const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 0;

package/lib/tax-axis/index.d.ts

@@ -5,10 +5,14 @@ export { SectionHeader } from "./components/shared/SectionHeader";
 export * from "./lib/types";
 export * from "./lib/data";
 export * from "./lib/compute";
+export { useEngineOutput } from "./lib/adapters/useEngineOutput";
+export type { EngineOutput, EngineOutputAdapterResult, EngineStrategyAnalysis, EngineCpaWorkflow } from "./lib/adapters/useEngineOutput";
 export { TaxAxisIntake } from "./components/intake/TaxAxisIntake";
 export type { TaxAxisIntakeProps } from "./components/intake/TaxAxisIntake";
 export { TaxAxisDocuments } from "./components/documents/TaxAxisDocuments";
 export type { TaxAxisDocumentsProps } from "./components/documents/TaxAxisDocuments";
+export { DocumentReviewModal } from "./components/documents/DocumentReviewModal";
+export type { DocumentReviewModalProps } from "./components/documents/DocumentReviewModal";
 export { TaxAxisProcessing } from "./components/processing/TaxAxisProcessing";
 export type { TaxAxisProcessingProps } from "./components/processing/TaxAxisProcessing";
 export { TaxAxisDashboard } from "./components/dashboard/TaxAxisDashboard";

package/lib/tax-axis/index.js

@@ -14,7 +14,7 @@ var __exportStar = (this && this.__exportStar) || function(m, exports) {
     for (var p in m) if (p !== "default" && !Object.prototype.hasOwnProperty.call(exports, p)) __createBinding(exports, m, p);
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.SectionHeader = exports.TaxAxisButton = exports.TaxAxisBadge = exports.TaxAxisCard = void 0;
+exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.DocumentReviewModal = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.useEngineOutput = exports.SectionHeader = exports.TaxAxisButton = exports.TaxAxisBadge = exports.TaxAxisCard = void 0;
 // Shared primitives
 var TaxAxisCard_1 = require("./components/shared/TaxAxisCard");
 Object.defineProperty(exports, "TaxAxisCard", { enumerable: true, get: function () { return TaxAxisCard_1.TaxAxisCard; } });
@@ -30,11 +30,16 @@ __exportStar(require("./lib/types"), exports);
 __exportStar(require("./lib/data"), exports);
 // Compute
 __exportStar(require("./lib/compute"), exports);
+// Adapters
+var useEngineOutput_1 = require("./lib/adapters/useEngineOutput");
+Object.defineProperty(exports, "useEngineOutput", { enumerable: true, get: function () { return useEngineOutput_1.useEngineOutput; } });
 // Screens
 var TaxAxisIntake_1 = require("./components/intake/TaxAxisIntake");
 Object.defineProperty(exports, "TaxAxisIntake", { enumerable: true, get: function () { return TaxAxisIntake_1.TaxAxisIntake; } });
 var TaxAxisDocuments_1 = require("./components/documents/TaxAxisDocuments");
 Object.defineProperty(exports, "TaxAxisDocuments", { enumerable: true, get: function () { return TaxAxisDocuments_1.TaxAxisDocuments; } });
+var DocumentReviewModal_1 = require("./components/documents/DocumentReviewModal");
+Object.defineProperty(exports, "DocumentReviewModal", { enumerable: true, get: function () { return DocumentReviewModal_1.DocumentReviewModal; } });
 var TaxAxisProcessing_1 = require("./components/processing/TaxAxisProcessing");
 Object.defineProperty(exports, "TaxAxisProcessing", { enumerable: true, get: function () { return TaxAxisProcessing_1.TaxAxisProcessing; } });
 var TaxAxisDashboard_1 = require("./components/dashboard/TaxAxisDashboard");