@paro.io/expert-shared-components 1.14.53 → 1.14.55

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

@@ -71,7 +71,7 @@ const TIER_DEFS = [
     },
 ];
 function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", }) {
-    var _a, _b, _c;
+    var _a, _b, _c, _d, _e;
     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)(() => {
@@ -85,29 +85,62 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
     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
+    // reviewedData keyed by documentType — populated after CPA saves corrections; takes priority over parsedData in modal
+    const [reviewedDataByDocType, setReviewedDataByDocType] = (0, react_1.useState)({});
+    // On mount, restore card state from any already-uploaded documents in this session.
+    // This runs whenever the user re-enters the DOCUMENT_UPLOAD step (e.g. after an
+    // eval failure) so previously uploaded files appear as valid/failed instead of empty.
     (0, react_1.useEffect)(() => {
         if (!fetchUploadedDocuments)
             return;
         fetchUploadedDocuments().then((uploaded) => {
-            const byType = {};
+            if (!uploaded.length)
+                return;
+            const parsedByType = {};
+            const reviewedByType = {};
+            const nextDocIds = {};
+            setDocs((prev) => prev.map((docState, idx) => {
+                // Match by documentType (canonical key) — find the most recently updated upload
+                const candidates = uploaded.filter((u) => String(u.documentType || '').toLowerCase() === (docState.documentType || docState.id).toLowerCase());
+                const match = candidates.sort((a, b) => new Date(String(b.updatedAt || 0)).getTime() - new Date(String(a.updatedAt || 0)).getTime())[0];
+                if (!match)
+                    return docState;
+                // Populate uploadedDocIds for delete/review actions
+                if (match.documentId) {
+                    nextDocIds[idx] = match.documentId;
+                }
+                const apiStatus = String(match.status || '').toUpperCase();
+                const nextStatus = apiStatus === 'PARSED' ? 'valid' :
+                    apiStatus === 'FAILED' ? 'failed' :
+                        apiStatus === 'PARSING' || apiStatus === 'UPLOADED' ? 'parsing' :
+                            docState.status;
+                return Object.assign(Object.assign({}, docState), { status: nextStatus, fileName: match.fileName || docState.fileName, parseError: match.parseError || null });
+            }));
+            // Populate document ID map in one batch
+            setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), nextDocIds)));
+            // Populate review modal data
             for (const doc of uploaded) {
-                if (doc.parsedData && doc.documentType) {
-                    byType[doc.documentType] = doc.parsedData;
+                if (!doc.documentType)
+                    continue;
+                if (doc.parsedData)
+                    parsedByType[doc.documentType] = doc.parsedData;
+                if (doc.reviewedData && Object.keys(doc.reviewedData).length > 0) {
+                    reviewedByType[doc.documentType] = doc.reviewedData;
                 }
             }
-            if (Object.keys(byType).length > 0) {
-                setParsedDataByDocType(byType);
-            }
+            if (Object.keys(parsedByType).length > 0)
+                setParsedDataByDocType(parsedByType);
+            if (Object.keys(reviewedByType).length > 0)
+                setReviewedDataByDocType(reviewedByType);
         }).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
+    // Prefer reviewedData (CPA-corrected) over parsedData (raw LLM extraction)
     const reviewParsedData = reviewDoc
-        ? ((_c = (_b = parsedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _b !== void 0 ? _b : parsedDataByDocType[reviewDoc.id]) !== null && _c !== void 0 ? _c : null)
+        ? ((_e = (_d = (_c = (_b = reviewedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _b !== void 0 ? _b : reviewedDataByDocType[reviewDoc.id]) !== null && _c !== void 0 ? _c : parsedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _d !== void 0 ? _d : parsedDataByDocType[reviewDoc.id]) !== null && _e !== void 0 ? _e : null)
         : null;
     const pollForParseStatus = (idx, fileName, documentType) => __awaiter(this, void 0, void 0, function* () {
         if (!fetchUploadedDocuments)
@@ -331,6 +364,9 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                     const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
                     if (docId)
                         yield onSaveReviewedField(docId, fields);
+                    // Store locally so reopening the modal shows corrected values
+                    const docTypeKey = reviewDoc.documentType || reviewDoc.id;
+                    setReviewedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [docTypeKey]: fields })));
                 })
                 : undefined, onClose: () => setReviewDocId(null) }))));
 }

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts

@@ -9,5 +9,25 @@ export interface TaxAxisPreparerWorkpaperProps extends TaxAxisScreenProps {
     liveStrategies?: Strategy[];
     /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
     liveComputedMap?: ComputedMap;
+    /** Live cpa_workflow from engine output */
+    cpaWorkflow?: {
+        workpaper_codes?: string[] | null;
+        section_6694_notices?: Array<{
+            strategy_id: string;
+            position_strength: string;
+            notice: string;
+        }>;
+        prior_year_flags?: string[];
+        engagement_recommendations?: string[];
+    };
+    /** Live risk disclosures from engine output */
+    riskDisclosures?: string[];
+    /** Live business profile from engine output */
+    businessProfile?: {
+        confidence_tier?: string;
+        data_years?: number;
+        data_quality_flags?: string[];
+        effective_tax_rate?: number;
+    };
 }
-export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;
+export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap, cpaWorkflow, riskDisclosures, businessProfile }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;

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

@@ -32,7 +32,7 @@ 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, liveStrategies, liveComputedMap }) {
+function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap, cpaWorkflow, riskDisclosures, businessProfile }) {
     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] })));
@@ -168,6 +168,15 @@ function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrat
                                 "$" + interactionAdj.toLocaleString() + " ",
                                 react_1.default.createElement("span", { style: { fontWeight: 400, fontSize: 10 } }, "(\u221215%)")),
                             react_1.default.createElement("td", { colSpan: 2 })))))),
+            (cpaWorkflow === null || cpaWorkflow === void 0 ? void 0 : cpaWorkflow.engagement_recommendations) && cpaWorkflow.engagement_recommendations.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24 }) },
+                react_1.default.createElement("div", { style: sectionTitle }, "CPA ENGAGEMENT NOTES"),
+                cpaWorkflow.engagement_recommendations.map((rec, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 12, color: palette_1.P.gray700, lineHeight: 1.7, fontFamily: palette_1.P.body, padding: '8px 0', borderTop: i > 0 ? '1px solid ' + palette_1.P.gray100 : 'none' } }, rec))))),
+            riskDisclosures && riskDisclosures.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24, borderColor: '#FDBA74' }) },
+                react_1.default.createElement("div", { style: Object.assign(Object.assign({}, sectionTitle), { color: palette_1.P.orange }) }, "RISK DISCLOSURES"),
+                riskDisclosures.map((r, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 11, color: palette_1.P.gray600, lineHeight: 1.65, fontFamily: palette_1.P.body, padding: '6px 0', borderTop: i > 0 ? '1px solid ' + palette_1.P.gray100 : 'none' } }, r))))),
+            (businessProfile === null || businessProfile === void 0 ? void 0 : businessProfile.data_quality_flags) && businessProfile.data_quality_flags.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24, borderColor: '#FDBA74' }) },
+                react_1.default.createElement("div", { style: Object.assign(Object.assign({}, sectionTitle), { color: palette_1.P.orange }) }, "DATA QUALITY FLAGS"),
+                businessProfile.data_quality_flags.map((f, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 11, color: palette_1.P.gray600, padding: '4px 0', fontFamily: palette_1.P.body } }, f))))),
             react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "center", padding: "12px 0", borderTop: "1px solid " + palette_1.P.gray200, fontSize: 11, color: palette_1.P.gray500, fontFamily: palette_1.P.body } },
                 react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 6 } },
                     react_1.default.createElement("div", { style: { width: 16, height: 16, borderRadius: 4, background: palette_1.P.navy, display: "flex", alignItems: "center", justifyContent: "center" } },

package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts

@@ -3,5 +3,7 @@ import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
     onComplete: () => void;
     profile?: ClientProfile;
+    /** Set to true by the shell poller when stage===REPORT_READY is detected. */
+    reportReady?: boolean;
 }
-export declare function TaxAxisProcessing({ onComplete, profile, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
+export declare function TaxAxisProcessing({ onComplete, profile, reportReady, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;

package/lib/tax-axis/components/processing/TaxAxisProcessing.js

@@ -26,21 +26,25 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisProcessing = TaxAxisProcessing;
 const react_1 = __importStar(require("react"));
 const ProcessingStages_1 = require("./ProcessingStages");
+const CRAWL_CEILING = 80; // hold here until reportReady
+const CRAWL_TICK_MS = 180; // interval between crawl ticks
+const CRAWL_STEP = 0.35; // % added each tick (reaches 80% in ~41s)
+const FINISH_MS = 600; // ms to animate from current% → 100% once ready
+const STAGE_ADVANCE_MS = 3200; // how often the displayed stage advances
 function buildStages(profile) {
     var _a;
     if (!profile) {
         return [
             "Parsing source documents",
             "Injecting IRS 2026 parameters",
-            "Screening 25 eligible strategies",
+            "Screening eligible strategies",
             "Computing deterministic tax math",
             "Generating IRS citations",
         ];
     }
-    const entity = profile.entity || "your";
+    const entity = profile.entity || "your business";
     const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
     const bizName = profile.bizName || "your business";
-    // Verbatim from mock (App.jsx:1473-1477)
     const base = [
         "Parsing source documents",
         "Injecting IRS 2026 parameters",
@@ -53,53 +57,95 @@ function buildStages(profile) {
     if (entity === "S-Corporation") {
         base.push("Benchmarking officer salary against BLS data");
     }
-    base.push("Screening 25 eligible strategies", "Computing deterministic tax math", "Cross-validating source documents", "Generating IRS citations", `Assembling TaxAxis report for ${bizName}`);
+    base.push("Screening 30 eligible strategies", "Computing deterministic tax math", "Cross-validating source documents", "Generating IRS citations", `Assembling TaxAxis report for ${bizName}`);
     return base;
 }
-function TaxAxisProcessing({ onComplete, profile, userContext: _userContext = "expert", }) {
+function TaxAxisProcessing({ onComplete, profile, reportReady = false, userContext: _userContext = "expert", }) {
     const stages = (0, react_1.useMemo)(() => buildStages(profile), [profile]);
     const [progress, setProgress] = (0, react_1.useState)(0);
-    // Staged timer from mock (App.jsx:1481). setInterval advances one stage
-    // per tick; after the final stage, a 1000ms delay fires onComplete.
-    // Target: ~8s total. Dynamic path: 10 stages × 700ms = 7s + 1s nav = 8s.
-    // Fallback path (no profile): 5 stages × 1400ms = 7s + 1s nav = 8s.
-    const stageInterval = stages.length <= 5 ? 1400 : 700;
+    const [stageIdx, setStageIdx] = (0, react_1.useState)(0);
+    const finishingRef = (0, react_1.useRef)(false);
+    const completedRef = (0, react_1.useRef)(false);
+    // Track current progress in a ref so the finish animation can read it synchronously
+    // without relying on the async functional-updater pattern.
+    const progressRef = (0, react_1.useRef)(0);
+    const setProgressSync = (v) => {
+        progressRef.current = v;
+        setProgress(v);
+    };
+    // ── Crawl: 0 → 80% — skipped entirely if reportReady already true on mount ──
     (0, react_1.useEffect)(() => {
-        let i = 0;
-        let navTimer = null;
+        if (reportReady || finishingRef.current)
+            return;
         const iv = setInterval(() => {
-            i++;
-            setProgress(i);
-            if (i >= stages.length) {
+            if (finishingRef.current) {
                 clearInterval(iv);
-                navTimer = setTimeout(onComplete, 1000);
+                return;
+            }
+            const next = Math.min(progressRef.current + CRAWL_STEP, CRAWL_CEILING);
+            setProgressSync(next);
+            if (next >= CRAWL_CEILING)
+                clearInterval(iv);
+        }, CRAWL_TICK_MS);
+        return () => clearInterval(iv);
+        // reportReady intentionally in deps: if it arrives before mount effect runs, skip crawl
+    }, [reportReady]);
+    // ── Stage labels: advance every STAGE_ADVANCE_MS ─────────────────
+    (0, react_1.useEffect)(() => {
+        const iv = setInterval(() => {
+            setStageIdx((i) => (i + 1 < stages.length ? i + 1 : i));
+        }, STAGE_ADVANCE_MS);
+        return () => clearInterval(iv);
+    }, [stages.length]);
+    // ── Finish: reportReady → fast fill to 100%, then onComplete ─────
+    (0, react_1.useEffect)(() => {
+        if (!reportReady || finishingRef.current || completedRef.current)
+            return;
+        finishingRef.current = true;
+        setStageIdx(stages.length - 1);
+        // Read current progress synchronously from ref — not from stale state closure
+        const startPct = progressRef.current;
+        const startTime = Date.now();
+        const frame = () => {
+            const elapsed = Date.now() - startTime;
+            const t = Math.min(elapsed / FINISH_MS, 1);
+            const eased = t < 1 ? t * (2 - t) : 1;
+            setProgressSync(startPct + (100 - startPct) * eased);
+            if (t < 1) {
+                requestAnimationFrame(frame);
+            }
+            else {
+                setProgressSync(100);
+                if (!completedRef.current) {
+                    completedRef.current = true;
+                    setTimeout(onComplete, 150);
+                }
             }
-        }, stageInterval);
-        return () => {
-            clearInterval(iv);
-            if (navTimer !== null)
-                clearTimeout(navTimer);
         };
-    }, [stages.length, stageInterval, onComplete]);
-    const pct = Math.round((progress / stages.length) * 100);
-    const title = (profile === null || profile === void 0 ? void 0 : profile.bizName)
-        ? `Analyzing ${profile.bizName}`
-        : "Running Analysis";
+        requestAnimationFrame(frame);
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [reportReady, stages.length]);
+    const pct = Math.round(progress);
+    const title = (profile === null || profile === void 0 ? void 0 : profile.bizName) ? `Analyzing ${profile.bizName}` : "Running Analysis";
+    const isFinishing = finishingRef.current;
     return (react_1.default.createElement("div", { className: "pt-[60px] text-center" },
         react_1.default.createElement("div", { className: "relative w-[72px] h-[72px] mx-auto mb-7" },
             react_1.default.createElement("div", { className: "absolute inset-0 rounded-full animate-ping", style: {
                     background: "radial-gradient(circle, #248384, transparent 70%)",
                     opacity: 0.15,
+                    animationDuration: isFinishing ? "0.4s" : "1.4s",
                 } }),
             react_1.default.createElement("div", { className: "absolute inset-0 w-[72px] h-[72px] rounded-full bg-tax-axis-surface flex items-center justify-center", style: { border: "2px solid rgba(36,131,132,0.4)" } },
-                react_1.default.createElement("span", { className: "text-[28px] font-bold text-tax-axis-teal-light font-tax-axis-mono" }, pct))),
+                react_1.default.createElement("span", { className: "font-bold text-tax-axis-teal-light font-tax-axis-mono", style: { fontSize: pct === 100 ? 20 : 28 } }, pct === 100 ? "✓" : pct))),
         react_1.default.createElement("h2", { className: "text-[22px] font-bold text-white font-tax-axis-head mb-1" }, title),
-        react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-3 font-tax-axis-body mb-7" }, "Deterministic \u00B7 Temperature 0 \u00B7 IRS-cited"),
+        react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-3 font-tax-axis-body mb-7" }, isFinishing ? "Report ready — loading your results…" : "Deterministic · Temperature 0 · IRS-cited"),
         react_1.default.createElement("div", { className: "max-w-[360px] mx-auto mb-6 h-0.5 bg-tax-axis-surface-2 rounded-sm overflow-hidden" },
-            react_1.default.createElement("div", { className: "h-full rounded-sm transition-[width] duration-[400ms]", style: {
-                    width: `${pct}%`,
+            react_1.default.createElement("div", { className: "h-full rounded-sm", style: {
+                    width: `${progress}%`,
                     background: "linear-gradient(90deg, #248384, #A1E5E6)",
                     boxShadow: "0 0 8px #248384",
+                    transition: isFinishing ? "none" : "width 0.18s linear",
                 } })),
-        react_1.default.createElement(ProcessingStages_1.ProcessingStages, { stages: stages, progress: progress })));
+        react_1.default.createElement(ProcessingStages_1.ProcessingStages, { stages: stages, progress: stageIdx + 1 }),
+        pct >= CRAWL_CEILING && !isFinishing && (react_1.default.createElement("p", { className: "text-[11px] text-tax-axis-text-4 font-tax-axis-mono mt-4 animate-pulse" }, "Finalizing analysis\u2026"))));
 }

package/lib/tax-axis/lib/adapters/useEngineOutput.d.ts

@@ -1,4 +1,9 @@
 import type { Strategy, ComputedMap } from "../types";
+export interface SourceDocumentRef {
+    field_label: string;
+    value_display: string;
+    source_hint: string;
+}
 export interface EngineCalculationTrace {
     strategy_id: string;
     branch_executed: string | null;
@@ -16,6 +21,8 @@ export interface EngineCalculationTrace {
     forms_required: string[];
     deadline_flag: string | null;
     amt_flag: boolean;
+    source_documents?: SourceDocumentRef[];
+    specialist_note?: string | null;
 }
 export interface EngineStrategyAnalysis {
     strategy_id: string;

package/lib/tax-axis/lib/adapters/useEngineOutput.js

@@ -71,6 +71,7 @@ function resolveTimelineBucket(strategyId, roadmap) {
 }
 // ── CalculationTrace → StrategyTraceStep[] ───────────────────────────
 function traceFromEngine(trace) {
+    var _a, _b;
     const steps = [];
     // Emit formula as step 1
     if (trace.formula) {
@@ -83,7 +84,7 @@ function traceFromEngine(trace) {
         });
     }
     // Emit confidence interval as step 2 when present
-    if (trace.confidence_interval) {
+    if (((_a = trace.confidence_interval) === null || _a === void 0 ? void 0 : _a.low) != null && ((_b = trace.confidence_interval) === null || _b === void 0 ? void 0 : _b.high) != null) {
         steps.push({
             n: 2,
             step: "Confidence range",
@@ -95,7 +96,7 @@ function traceFromEngine(trace) {
     return steps;
 }
 function adaptEngineOutput(engineOutput) {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t;
     const strategies = [];
     const computedMap = new Map();
     for (const analysis of engineOutput.strategy_analysis) {
@@ -108,6 +109,7 @@ function adaptEngineOutput(engineOutput) {
         const lo = (_b = (_a = ci === null || ci === void 0 ? void 0 : ci.low) !== null && _a !== void 0 ? _a : template === null || template === void 0 ? void 0 : template.lo) !== null && _b !== void 0 ? _b : 0;
         const hi = (_d = (_c = ci === null || ci === void 0 ? void 0 : ci.high) !== null && _c !== void 0 ? _c : template === null || template === void 0 ? void 0 : template.hi) !== null && _d !== void 0 ? _d : 0;
         const timelineBucket = resolveTimelineBucket(analysis.strategy_id, engineOutput.implementation_roadmap);
+        const clientSummaryEntry = engineOutput.client_summary.strategies.find((cs) => cs.strategy_name === analysis.strategy_name);
         const strategy = {
             rank: rank !== null && rank !== void 0 ? rank : 99,
             code: (_e = template === null || template === void 0 ? void 0 : template.code) !== null && _e !== void 0 ? _e : analysis.strategy_id,
@@ -131,8 +133,12 @@ function adaptEngineOutput(engineOutput) {
             preferIndustry: template === null || template === void 0 ? void 0 : template.preferIndustry,
             minEmployees: template === null || template === void 0 ? void 0 : template.minEmployees,
             needsOwnerComp: template === null || template === void 0 ? void 0 : template.needsOwnerComp,
-            clientBrief: (_q = (_p = engineOutput.client_summary.strategies.find((cs) => cs.strategy_name === analysis.strategy_name)) === null || _p === void 0 ? void 0 : _p.why_it_applies) !== null && _q !== void 0 ? _q : template === null || template === void 0 ? void 0 : template.clientBrief,
-            action: (_s = (_r = engineOutput.client_summary.strategies.find((cs) => cs.strategy_name === analysis.strategy_name)) === null || _r === void 0 ? void 0 : _r.next_step) !== null && _s !== void 0 ? _s : template === null || template === void 0 ? void 0 : template.action,
+            clientBrief: (_p = clientSummaryEntry === null || clientSummaryEntry === void 0 ? void 0 : clientSummaryEntry.why_it_applies) !== null && _p !== void 0 ? _p : template === null || template === void 0 ? void 0 : template.clientBrief,
+            action: (_q = clientSummaryEntry === null || clientSummaryEntry === void 0 ? void 0 : clientSummaryEntry.next_step) !== null && _q !== void 0 ? _q : template === null || template === void 0 ? void 0 : template.action,
+            sourceDocuments: (_r = trace === null || trace === void 0 ? void 0 : trace.source_documents) !== null && _r !== void 0 ? _r : [],
+            quickWin: analysis.quick_win,
+            positionStrength: (_s = trace === null || trace === void 0 ? void 0 : trace.position_strength) !== null && _s !== void 0 ? _s : undefined,
+            specialistNote: (_t = trace === null || trace === void 0 ? void 0 : trace.specialist_note) !== null && _t !== void 0 ? _t : undefined,
         };
         strategies.push(strategy);
         computedMap.set(strategy.rank, {

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

@@ -12,6 +12,11 @@ export interface StrategySource {
     value: string;
     field: string;
 }
+export interface SourceDocumentRef {
+    field_label: string;
+    value_display: string;
+    source_hint: string;
+}
 export interface StrategyTraceStep {
     n: number;
     step: string;
@@ -38,14 +43,18 @@ export interface Strategy {
     needsOwnerComp?: boolean;
     clientBrief?: string;
     action?: string;
+    abstract?: string;
     authority?: string;
     forms?: string;
     warning?: string | null;
-    abstract?: string;
     sources?: StrategySource[];
     trace?: StrategyTraceStep[];
     cost?: string;
     timelineBucket?: string;
+    sourceDocuments?: SourceDocumentRef[];
+    quickWin?: boolean;
+    positionStrength?: string;
+    specialistNote?: string;
 }
 export interface ClientProfile {
     bizName: string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.53",
+  "version": "1.14.55",
   "description": "",
   "main": "lib/index.js",
   "scripts": {