@paro.io/expert-shared-components 1.14.54 → 1.14.55

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

@@ -32,6 +32,8 @@ export type TaxAxisDocumentRecord = {
     s3Key: string;
     parseError?: string | null;
     parseStageResults?: unknown[] | null;
+    parsedData?: Record<string, unknown> | null;
+    reviewedData?: Record<string, unknown> | null;
     createdAt?: string;
     updatedAt?: string;
 };

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -53,6 +53,48 @@ function sleep(ms) {
         setTimeout(resolve, ms);
     });
 }
+const INSUFFICIENT_DATA_MESSAGE = "Based on what we parsed from your documents, we don't have enough data to identify any strategies. " +
+    "This is by design. TaxAxis never estimates missing inputs. Add more documents below to get started.";
+function resolveErrorMessage(stage, reason, timedOut) {
+    if (timedOut) {
+        return 'Analysis is taking longer than expected. This can happen with complex documents. Please try again — if it keeps happening, try uploading fewer documents first.';
+    }
+    if (stage === 'FAILED') {
+        return 'All documents failed to parse. Please check that you uploaded the correct file types (PDF, Excel, or Word) and try again.';
+    }
+    if (!reason) {
+        return 'Analysis could not be completed. Please review your uploaded documents and try again.';
+    }
+    // INSUFFICIENT_DATA covers: no reports generated, all strategies not recommended,
+    // and G1/G2 schema failures caused by too few extracted fields.
+    if (reason.includes('INSUFFICIENT_DATA')) {
+        return INSUFFICIENT_DATA_MESSAGE;
+    }
+    if (reason.includes('NO_REPORTS_GENERATED')) {
+        return INSUFFICIENT_DATA_MESSAGE;
+    }
+    if (reason.includes('ALL_STRATEGIES_NOT_RECOMMENDED')) {
+        return INSUFFICIENT_DATA_MESSAGE;
+    }
+    if (reason.includes('REPORTS_NEED_REVIEW')) {
+        return 'Some strategies require CPA review before they can be shown. The analysis completed — your CPA will see these flagged items in the workpaper.';
+    }
+    if (reason.includes('EVAL_GATE_FAIL')) {
+        // Parse gate IDs out of the reason string for a more specific message
+        const gateMatch = reason.match(/G\d+_[A-Z_]+/g);
+        if ((gateMatch === null || gateMatch === void 0 ? void 0 : gateMatch.includes('G1_SCHEMA')) || (gateMatch === null || gateMatch === void 0 ? void 0 : gateMatch.includes('G2_COVERAGE'))) {
+            return 'The analysis output failed an internal consistency check. This is usually caused by documents that could not be fully parsed. Please re-upload your documents and try again.';
+        }
+        if (gateMatch === null || gateMatch === void 0 ? void 0 : gateMatch.includes('G4_MATH')) {
+            return 'A calculation error was detected in the analysis. Please try again — if the issue persists, contact support.';
+        }
+        if ((gateMatch === null || gateMatch === void 0 ? void 0 : gateMatch.includes('G5_BUSINESS_RULES')) || (gateMatch === null || gateMatch === void 0 ? void 0 : gateMatch.includes('G6_COMPLIANCE'))) {
+            return 'The analysis produced results that did not pass compliance checks. Please review your uploaded documents for accuracy and try again.';
+        }
+        return 'The analysis did not pass quality checks. Please review your uploaded documents and try again.';
+    }
+    return 'Analysis could not be completed. Please review your uploaded documents and try again.';
+}
 function toInt(value) {
     const parsed = Number(String(value || '0').replace(/[^\d.-]/g, ''));
     return Number.isFinite(parsed) ? parsed : 0;
@@ -99,14 +141,47 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     const [sessionId, setSessionId] = (0, react_1.useState)(initialSessionId || null);
     const [isProspectFlow, setIsProspectFlow] = (0, react_1.useState)(false);
     const [llmResult, setLlmResult] = (0, react_1.useState)(null);
+    const [parsedDocuments, setParsedDocuments] = (0, react_1.useState)([]);
     const [isBusy, setIsBusy] = (0, react_1.useState)(false);
     const [error, setError] = (0, react_1.useState)(null);
     const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
+    const [reportReady, setReportReady] = (0, react_1.useState)(false);
     const isPollingRef = react_1.default.useRef(false);
     // Derive live strategies from engineOutput so CLIENT_REPORT and PREPARER_WORKPAPER
     // render real engine data instead of the static STRATEGIES catalog.
     const engineOutput = (0, react_1.useMemo)(() => { var _a; return (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : null; }, [llmResult]);
     const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutput);
+    const fetchAndSetParsedDocuments = (0, react_1.useCallback)((sid) => __awaiter(void 0, void 0, void 0, function* () {
+        try {
+            const docs = yield taxAxisApi.getDocuments(sid);
+            const extractionDocs = docs
+                .filter((doc) => doc.status === 'PARSED' && doc.parsedData)
+                .map((doc) => {
+                var _a;
+                const data = (_a = doc.parsedData) !== null && _a !== void 0 ? _a : {};
+                const fields = Object.entries(data)
+                    .filter(([, v]) => v !== null && v !== undefined)
+                    .map(([key, value]) => ({
+                    field: key.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase()),
+                    line: '',
+                    value: typeof value === 'object' ? JSON.stringify(value) : String(value),
+                    status: 'pass',
+                    strategies: [],
+                }));
+                return {
+                    docId: doc.documentId,
+                    docName: doc.fileName || doc.documentType || 'Document',
+                    code: (doc.documentType || 'DOC').toUpperCase().replace(/_/g, ' ').slice(0, 6),
+                    flagCount: 0,
+                    fields,
+                };
+            });
+            setParsedDocuments(extractionDocs);
+        }
+        catch (_a) {
+            // non-blocking — dashboard works without parsed document detail
+        }
+    }), [taxAxisApi]);
     // On mount: if a sessionId was injected (e.g. returning to an existing session),
     // reload the last GENERATION llmRun so the report screens get live data.
     (0, react_1.useEffect)(() => {
@@ -117,9 +192,11 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             if (run === null || run === void 0 ? void 0 : run.outputPayload) {
                 setLlmResult(run.outputPayload);
                 setStep('DASHBOARD');
+                fetchAndSetParsedDocuments(initialSessionId);
             }
         })
             .catch(() => { });
+        // fetchAndSetParsedDocuments intentionally excluded: only runs on mount for initial session restore
         // eslint-disable-next-line react-hooks/exhaustive-deps
     }, [initialSessionId]);
     const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {
@@ -152,6 +229,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setProfile(null);
         setIsProspectFlow(false);
         setError(null);
+        setReportReady(false);
         updateSessionId(null);
     }, [updateSessionId]);
     const handleProspect = (0, react_1.useCallback)((nextProfile) => {
@@ -228,6 +306,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         let attempts = 0;
         isPollingRef.current = true;
         const poll = () => __awaiter(void 0, void 0, void 0, function* () {
+            var _a;
             attempts++;
             try {
                 const session = yield taxAxisApi.getSession(sid);
@@ -238,17 +317,25 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                             setLlmResult(run.outputPayload);
                         }
                     }
+                    yield fetchAndSetParsedDocuments(sid);
                     isPollingRef.current = false;
-                    setStep('DASHBOARD');
+                    // Signal the processing screen to animate to 100% — it calls onComplete when done
+                    setReportReady(true);
                     return;
                 }
-                if ((session === null || session === void 0 ? void 0 : session.stage) === 'ERROR' || attempts >= MAX_ATTEMPTS) {
+                const terminalFailure = (session === null || session === void 0 ? void 0 : session.stage) === 'EVAL_FAILED' ||
+                    (session === null || session === void 0 ? void 0 : session.stage) === 'FAILED' ||
+                    (session === null || session === void 0 ? void 0 : session.stage) === 'ERROR';
+                if (terminalFailure || attempts >= MAX_ATTEMPTS) {
                     isPollingRef.current = false;
-                    setError('Strategy generation timed out. Please try again.');
+                    const reason = ((_a = session === null || session === void 0 ? void 0 : session.summaryPayload) === null || _a === void 0 ? void 0 : _a.evalFailedReason) || '';
+                    setError(resolveErrorMessage(session === null || session === void 0 ? void 0 : session.stage, reason, attempts >= MAX_ATTEMPTS));
+                    setReportReady(false);
+                    setStep('DOCUMENT_UPLOAD');
                     return;
                 }
             }
-            catch (_a) {
+            catch (_b) {
                 // network blip — keep polling
             }
             setTimeout(poll, POLL_INTERVAL_MS);
@@ -307,6 +394,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     }), [sessionId, taxAxisApi]);
     const currentView = (0, react_1.useMemo)(() => {
+        var _a, _b, _c, _d;
         if (step === 'SESSION_SETUP') {
             return (react_1.default.createElement(ShellContainer, null,
                 react_1.default.createElement(TaxAxisIntake_1.TaxAxisIntake, { userContext: userContext, initialProfile: initialProfile, onProspect: handleProspect, onFullAnalysis: handleFullAnalysis })));
@@ -321,21 +409,23 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
             case 'DOCUMENT_UPLOAD':
                 return (react_1.default.createElement(ShellContainer, null,
-                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { profile: profile, entityType: entityTypeKey(profile.entity), userContext: userContext, onUploadDocument: handleUploadDocument, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
+                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { key: sessionId || 'new', profile: profile, entityType: entityTypeKey(profile.entity), userContext: userContext, onUploadDocument: handleUploadDocument, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
                             const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
                             if (!ensuredSessionId) {
                                 return [];
                             }
                             const docs = yield taxAxisApi.getDocuments(ensuredSessionId);
                             return docs.map((doc) => {
-                                var _a;
+                                var _a, _b;
                                 return ({
+                                    documentId: doc.documentId,
                                     fileName: doc.fileName,
                                     status: doc.status,
                                     documentType: doc.documentType,
                                     parseError: doc.parseError,
                                     updatedAt: doc.updatedAt,
                                     parsedData: (_a = doc.parsedData) !== null && _a !== void 0 ? _a : null,
+                                    reviewedData: (_b = doc.reviewedData) !== null && _b !== void 0 ? _b : null,
                                 });
                             });
                         }), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
@@ -343,22 +433,19 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                         }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
             case 'PROCESSING':
                 return (react_1.default.createElement(ShellContainer, null,
-                    react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, onComplete: () => {
-                            if (!isPollingRef.current)
-                                setStep('DASHBOARD');
-                        } })));
+                    react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, reportReady: reportReady, onComplete: () => setStep('DASHBOARD') })));
             case 'PARSED_REVIEW':
                 return (react_1.default.createElement(ShellContainer, null,
                     react_1.default.createElement(TaxAxisExtractionReview_1.TaxAxisExtractionReview, { userContext: userContext, onBack: () => setStep('DASHBOARD'), onConfirmAndUnlock: () => setStep('DASHBOARD') })));
             case 'DASHBOARD':
                 return (react_1.default.createElement(ShellContainer, null,
-                    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 })));
+                    react_1.default.createElement(TaxAxisDashboard_1.TaxAxisDashboard, { profile: profile, userContext: userContext, llmResult: llmResult, parsedDocuments: parsedDocuments, onDownloadClient: () => setStep('CLIENT_REPORT'), onDownloadPreparer: () => setStep('PREPARER_WORKPAPER'), onPresent: () => setStep('PRESENTATION'), onSend: handleSendReport, onReviewData: () => setStep('PARSED_REVIEW'), onReset: handleReset })));
             case 'CLIENT_REPORT':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
-                    react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap })));
+                    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, engineRawOutput: (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput })));
             case 'PREPARER_WORKPAPER':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
-                    react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap })));
+                    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, cpaWorkflow: (_b = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _b === void 0 ? void 0 : _b.cpa_workflow, riskDisclosures: (_c = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _c === void 0 ? void 0 : _c.risk_disclosures, businessProfile: (_d = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _d === void 0 ? void 0 : _d.business_profile })));
             case 'PRESENTATION':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
                     react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));
@@ -380,6 +467,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         handleSendReport,
         llmResult,
         adapted,
+        reportReady,
+        parsedDocuments,
     ]);
     return (react_1.default.createElement(react_1.default.Fragment, null,
         error && (react_1.default.createElement("div", { className: 'fixed right-4 top-4 z-[200] max-w-sm rounded-lg border border-red-500/30 bg-tax-axis-surface px-4 py-3 text-xs text-red-200 shadow-lg' },

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

@@ -10,6 +10,9 @@ interface ExecutiveSummaryProps {
     nowCount: number;
     top3: Strategy[];
     palette: Palette;
+    effectiveTaxRate?: number;
+    confidenceTier?: string;
+    dataYears?: number;
 }
-export declare function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette }: ExecutiveSummaryProps): React.JSX.Element;
+export declare function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette, effectiveTaxRate, confidenceTier, dataYears }: ExecutiveSummaryProps): React.JSX.Element;
 export {};

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

@@ -8,16 +8,17 @@ const react_1 = __importDefault(require("react"));
 const compute_1 = require("../../lib/compute");
 const SectionOpener_1 = require("./SectionOpener");
 const ETRChart_1 = require("./ETRChart");
-function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette }) {
+function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette, effectiveTaxRate, confidenceTier, dataYears }) {
     const bizName = profile.bizName || "Client";
     const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 500000;
+    const dataYearsLabel = dataYears ? `${dataYears} year${dataYears > 1 ? "s" : ""}` : (profile.taxDataYears || "1 year");
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement(SectionOpener_1.SectionOpener, { number: "01", eyebrow: "EXECUTIVE SUMMARY", headline: "Where " + bizName + "'s tax dollars are going \u2014 and where they don't have to.", bullets: [
                 eligible.length + " strategies apply to your current profile, with combined estimated savings of $" + totalLo + "K\u2013$" + totalHi + "K annually.",
                 nowCount > 0
                     ? nowCount + " can be initiated this week without any structural changes to your business."
                     : "Implementation timeline spans the current tax year with no structural changes required.",
-                "Analysis is based on " + (profile.taxDataYears || "1 year") + " of financial data and current law as of April 2026, including OBBBA provisions.",
+                "Analysis is based on " + dataYearsLabel + " of financial data and current law as of April 2026, including OBBBA provisions.",
             ], palette: palette }),
         react_1.default.createElement("div", { style: { marginBottom: 28 } },
             react_1.default.createElement("div", { style: { background: palette.gray50, border: "1px solid " + palette.gray200, borderRadius: 10, padding: "24px 28px", marginBottom: 20 } },
@@ -46,15 +47,18 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCo
                 nowCount > 0 ? "Of these and the broader eligible set, " + nowCount + " can be initiated this week with no structural changes to your business." : "",
                 " Savings estimates reflect your current revenue of ",
                 "$" + Math.round(rev / 1000) + "K",
-                ", a combined federal/state marginal rate of ",
-                parseFloat(profile.federalRate || "24") + parseFloat(profile.stateRate || "4.95"),
+                ", an effective tax rate of ",
+                effectiveTaxRate != null ? Math.round((effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate) * 10) / 10 : (parseFloat(profile.federalRate || "24") + parseFloat(profile.stateRate || "4.95")),
                 "%, and ",
-                profile.taxDataYears || "1 year",
+                dataYearsLabel,
                 " of financial data."),
             (() => {
                 const fedRate = parseFloat(profile.federalRate || "24");
                 const stateRate = parseFloat(profile.stateRate || "4.95");
-                const currentRate = fedRate + stateRate;
+                // If engine provided effective_tax_rate (as a decimal 0-1), convert to percentage
+                const currentRate = effectiveTaxRate != null
+                    ? (effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate)
+                    : (fedRate + stateRate);
                 const net = (0, compute_1.parseNum)(profile.netIncome) || (rev * 0.20);
                 const aggregateMidSavings = eligible.reduce((a, s) => {
                     var _a, _b;

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

@@ -1,6 +1,10 @@
 import React from "react";
 import type { ClientProfile, Strategy, ComputedMap } from "../../lib/types";
 import type { Palette } from "./palette";
+interface InteractionWarning {
+    strategy_pair: [string, string];
+    warning_text: string;
+}
 interface RecommendedStrategiesProps {
     profile: ClientProfile;
     eligible: Strategy[];
@@ -8,6 +12,7 @@ interface RecommendedStrategiesProps {
     top3: Strategy[];
     hasOBBBA: boolean;
     palette: Palette;
+    interactionWarnings?: InteractionWarning[];
 }
-export declare function RecommendedStrategies({ profile, eligible, computed, top3, hasOBBBA, palette }: RecommendedStrategiesProps): React.JSX.Element;
+export declare function RecommendedStrategies({ profile, eligible, computed, top3, hasOBBBA, palette, interactionWarnings }: RecommendedStrategiesProps): React.JSX.Element;
 export {};

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

@@ -5,47 +5,49 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.RecommendedStrategies = RecommendedStrategies;
 const react_1 = __importDefault(require("react"));
-const data_1 = require("../../lib/data");
 const SectionOpener_1 = require("./SectionOpener");
 const SavingsStackChart_1 = require("./SavingsStackChart");
 const StrategyCard_1 = require("./StrategyCard");
-function RecommendedStrategies({ profile, eligible, computed, top3, hasOBBBA, palette }) {
-    const top3Ranks = new Set(top3.map(s => s.rank));
-    const interactingPairs = data_1.INTERACTION_PAIRS.filter(([a, b]) => top3Ranks.has(a) && top3Ranks.has(b));
-    const hasInteractions = interactingPairs.length > 0;
-    const interactionMap = {};
-    interactingPairs.forEach(([a, b]) => { interactionMap[a] = b; interactionMap[b] = a; });
+function RecommendedStrategies({ profile, eligible, computed, top3, hasOBBBA, palette, interactionWarnings = [] }) {
+    // Build a map from strategy code → strategy index in top3 (for interaction display)
+    const top3Codes = new Set(top3.map(s => s.code));
+    // Interaction warnings that involve at least one top-3 strategy
+    const activeWarnings = interactionWarnings.filter((w) => w.strategy_pair.some((id) => top3Codes.has(id)));
+    // For each top-3 strategy, find if it participates in any active interaction
+    const interactionMap = new Map(); // code → index of the other strategy in top3
+    for (const w of activeWarnings) {
+        const [a, b] = w.strategy_pair;
+        const idxA = top3.findIndex(s => s.code === a);
+        const idxB = top3.findIndex(s => s.code === b);
+        if (idxA >= 0 && idxB >= 0) {
+            interactionMap.set(a, idxB + 1);
+            interactionMap.set(b, idxA + 1);
+        }
+    }
     const stSavings = (s) => {
         var _a, _b;
         const c = computed.get(s.rank);
         const lo = Math.round(((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) / 100) * 100;
         const hi = Math.round(((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi) / 100) * 100;
-        return "$" + (lo / 1000).toFixed(1) + "K\u2013$" + (hi / 1000).toFixed(1) + "K";
+        return "$" + (lo / 1000).toFixed(1) + "K–$" + (hi / 1000).toFixed(1) + "K";
     };
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement(SectionOpener_1.SectionOpener, { number: "02", eyebrow: "RECOMMENDED STRATEGIES", headline: "Three priorities to discuss first.", bullets: [
-                "The " + top3.length + " strategies highlighted below are ranked by combined impact score \u2014 weighting dollar value, audit posture, and implementation effort.",
-                "Each strategy below is anchored to a specific IRC section and explains the math, the audit posture, and the implementation path.",
+                top3.length + " strategies highlighted below are ranked by combined impact score — weighting dollar value, audit posture, and implementation effort.",
+                "Each strategy is anchored to a specific IRC section and explains the math, the audit posture, and the implementation path.",
                 hasOBBBA
-                    ? "One or more recommendations rely on OBBBA provisions enacted July 2025 with limited IRS guidance \u2014 flagged where applicable."
+                    ? "One or more recommendations rely on OBBBA provisions enacted July 2025 with limited IRS guidance — flagged where applicable."
                     : "All recommendations rely on settled IRS guidance, published rulings, or controlling case law.",
             ], palette: palette }),
         react_1.default.createElement(SavingsStackChart_1.SavingsStackChart, { eligible: eligible, computed: computed, palette: palette }),
         react_1.default.createElement("div", { style: { marginBottom: 28 } }, top3.map((s, i) => {
+            var _a, _b;
             const rank = i + 1;
-            const interactsWith = interactionMap[s.rank];
-            const interactsIdx = interactsWith ? top3.findIndex(t => t.rank === interactsWith) + 1 : 0;
-            return (react_1.default.createElement(StrategyCard_1.StrategyCard, { key: s.rank, strategy: s, rank: rank, profile: profile, computed: computed, palette: palette, nextStepText: data_1.NEXT_STEPS[s.rank] || NARRATIVE_FALLBACK_NEXT(s), interactsWith: interactsWith, interactsIdx: interactsIdx, stSavings: stSavings(s) }));
+            const interactsIdx = (_a = interactionMap.get(s.code)) !== null && _a !== void 0 ? _a : 0;
+            const interactsWith = interactsIdx > 0 ? (_b = top3[interactsIdx - 1]) === null || _b === void 0 ? void 0 : _b.rank : undefined;
+            return (react_1.default.createElement(StrategyCard_1.StrategyCard, { key: s.rank, strategy: s, rank: rank, profile: profile, computed: computed, palette: palette, nextStepText: s.action || "Discuss with your CPA to implement this strategy.", interactsWith: interactsWith, interactsIdx: interactsIdx, stSavings: stSavings(s) }));
         })),
-        hasInteractions && (react_1.default.createElement("div", { style: { background: palette.orangePale, borderLeft: "3px solid " + palette.orange, borderRadius: "0 8px 8px 0", padding: "16px 20px", marginBottom: 24 } },
+        activeWarnings.length > 0 && (react_1.default.createElement("div", { style: { background: palette.orangePale, borderLeft: "3px solid " + palette.orange, borderRadius: "0 8px 8px 0", padding: "16px 20px", marginBottom: 24 } },
             react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.gray800, fontFamily: palette.head, marginBottom: 6 } }, "Strategy Interactions"),
-            interactingPairs.map(([a, b], pi) => {
-                const idxA = top3.findIndex(t => t.rank === a) + 1;
-                const idxB = top3.findIndex(t => t.rank === b) + 1;
-                return (react_1.default.createElement("p", { key: pi, style: { fontSize: 12, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body, marginBottom: 4 } }, "Strategies #" + idxA + " and #" + idxB + " affect each other. Your preparer has accounted for this \u2014 the combined savings may be less than the sum of individual estimates."));
-            })))));
-}
-// Inline fallback for next-steps text when NARRATIVE_FALLBACK is needed
-function NARRATIVE_FALLBACK_NEXT(s) {
-    return "Discuss with your preparer to implement " + s.name + ".";
+            activeWarnings.map((w, i) => (react_1.default.createElement("p", { key: i, style: { fontSize: 12, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body, marginBottom: 4 } }, w.warning_text)))))));
 }

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

@@ -12,5 +12,5 @@ interface StrategyCardProps {
     interactsIdx: number;
     stSavings: string;
 }
-export declare function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }: StrategyCardProps): React.JSX.Element;
+export declare function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }: StrategyCardProps): React.JSX.Element;
 export {};

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

@@ -5,11 +5,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.StrategyCard = StrategyCard;
 const react_1 = __importDefault(require("react"));
-const data_1 = require("../../lib/data");
 const Sidebar_1 = require("./Sidebar");
-const applyFootnotes_1 = require("./applyFootnotes");
-const FootnoteBlock_1 = require("./FootnoteBlock");
-function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }) {
+function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }) {
     const card = {
         background: palette.white,
         border: "1px solid " + palette.gray200,
@@ -19,14 +16,13 @@ function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepT
         boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
     };
     const pct = s.score;
-    const narr = data_1.STRATEGY_NARRATIVE[s.rank];
     const c = computed.get(s.rank);
-    const whyText = narr ? narr.whyMatters(profile) : data_1.NARRATIVE_FALLBACK.whyMatters(s);
-    const breakdownText = narr ? narr.breakdown(profile, c) : data_1.NARRATIVE_FALLBACK.breakdown(s, c);
-    const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || data_1.NARRATIVE_FALLBACK.whySpecialist(s);
-    const nextText = narr ? narr.nextSteps : nextStepText;
-    const footnotes = data_1.FOOTNOTE_DATA[s.rank] || [];
-    const fnCounter = { next: 0, assigned: [], cardKey: s.rank };
+    // Live text — client brief is the plain-language "why it applies to you" sentence
+    const clientFacingWhy = s.clientBrief || "";
+    // Full CPA engagement recommendation covers both why + breakdown
+    const cpaEngagement = s.abstract || "";
+    // Next step: prefer live engine value, fall back to passed-in prop, then generic
+    const nextText = s.action || nextStepText || "Work with your CPA to implement this strategy.";
     return (react_1.default.createElement("div", { className: "strategy-card", style: Object.assign(Object.assign({}, card), { padding: 0, overflow: "hidden", marginBottom: 20 }) },
         react_1.default.createElement("div", { style: { padding: "24px 28px 20px" } },
             react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "flex-start", marginBottom: 16 } },
@@ -34,7 +30,9 @@ function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepT
                     react_1.default.createElement("div", { style: { width: 36, height: 36, borderRadius: "50%", background: "linear-gradient(135deg," + palette.teal + ",#1A6B6C)", display: "flex", alignItems: "center", justifyContent: "center", fontSize: 15, fontWeight: 700, color: palette.white, fontFamily: palette.body, flexShrink: 0 } }, rank),
                     react_1.default.createElement("div", null,
                         react_1.default.createElement("div", { style: { fontSize: 18, fontWeight: 700, color: palette.gray900, fontFamily: palette.head } }, s.name),
-                        react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, fontFamily: palette.mono, marginTop: 3 } }, s.code + " \u00B7 " + s.timeline))),
+                        react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, fontFamily: palette.mono, marginTop: 3 } },
+                            s.code + " · " + s.timeline,
+                            s.quickWin && (react_1.default.createElement("span", { style: { marginLeft: 8, background: palette.tealPale, color: palette.teal, padding: "1px 6px", borderRadius: 4, fontSize: 10, fontWeight: 700 } }, "\u26A1 Quick Win"))))),
                 react_1.default.createElement("div", { style: { textAlign: "right", flexShrink: 0 } },
                     react_1.default.createElement("div", { style: { fontSize: 20, fontWeight: 800, color: palette.teal, fontFamily: palette.head } }, stSavings),
                     react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray400, fontFamily: palette.body } }, "est. annual savings"))),
@@ -45,19 +43,37 @@ function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepT
                     pct,
                     "/100")),
             react_1.default.createElement(Sidebar_1.Sidebar, { ircCode: s.code, palette: palette }),
-            react_1.default.createElement("div", { style: { marginBottom: 12 } },
-                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "WHY THIS MATTERS"),
-                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(whyText, footnotes, fnCounter, palette))),
-            react_1.default.createElement("div", { style: { marginBottom: 12 } },
-                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "HOW SAVINGS BREAK DOWN"),
-                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(breakdownText, footnotes, fnCounter, palette))),
-            react_1.default.createElement("div", { style: { marginBottom: 12, borderLeft: "3px solid " + palette.orange, padding: "0 0 0 16px" } },
-                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.orange, marginBottom: 8, fontFamily: palette.mono } }, "WHY YOU NEED A SPECIALIST"),
-                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(specialistText, footnotes, fnCounter, palette))),
+            clientFacingWhy && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
+                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "WHY THIS APPLIES TO YOU"),
+                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, clientFacingWhy))),
+            s.sourceDocuments && s.sourceDocuments.length > 0 && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
+                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "DATA USED IN THIS ANALYSIS"),
+                react_1.default.createElement("div", { style: { border: "1px solid " + palette.gray200, borderRadius: 8, overflow: "hidden" } }, s.sourceDocuments.map((ref, i) => (react_1.default.createElement("div", { key: i, style: {
+                        display: "flex",
+                        justifyContent: "space-between",
+                        alignItems: "center",
+                        padding: "8px 14px",
+                        background: i % 2 === 0 ? palette.gray50 : palette.white,
+                        borderTop: i > 0 ? "1px solid " + palette.gray100 : "none",
+                        gap: 12,
+                    } },
+                    react_1.default.createElement("div", { style: { flex: 1 } },
+                        react_1.default.createElement("div", { style: { fontSize: 12, fontWeight: 600, color: palette.gray800, fontFamily: palette.body } }, ref.field_label),
+                        react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray400, fontFamily: palette.mono, marginTop: 1 } }, ref.source_hint)),
+                    react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, flexShrink: 0 } }, ref.value_display))))))),
+            cpaEngagement && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
+                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "CPA ANALYSIS"),
+                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body, whiteSpace: "pre-line" } }, cpaEngagement))),
+            s.specialistNote && (react_1.default.createElement("div", { style: { marginBottom: 14, borderLeft: "3px solid " + palette.orange, paddingLeft: 16 } },
+                react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.orange, marginBottom: 6, fontFamily: palette.mono } }, "WHY YOU NEED A SPECIALIST"),
+                react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, s.specialistNote))),
+            s.authority && (react_1.default.createElement("div", { style: { marginBottom: 14, padding: "6px 10px", background: palette.gray50, borderRadius: 6, fontSize: 11, fontFamily: palette.mono, color: palette.gray500 } },
+                "Authority: ",
+                s.authority,
+                s.forms ? " · Forms: " + s.forms : "")),
             react_1.default.createElement("div", { className: "card-footer" },
                 react_1.default.createElement("div", { style: { background: palette.tealPale, borderRadius: 8, padding: "12px 16px" } },
                     react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.green, marginBottom: 6, fontFamily: palette.mono } }, "WHAT WE'D DO NEXT"),
-                    react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(nextText, footnotes, fnCounter, palette))),
-                react_1.default.createElement(FootnoteBlock_1.FootnoteBlock, { assigned: fnCounter.assigned, palette: palette }))),
+                    react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body } }, nextText)))),
         interactsWith !== undefined && interactsIdx > 0 && (react_1.default.createElement("div", { style: { padding: "10px 28px", background: palette.orangePale, borderTop: "1px solid rgba(251,154,29,0.2)", fontSize: 12, color: palette.gray700, fontFamily: palette.body } }, "Note: This strategy interacts with Strategy #" + interactsIdx + ". Combined savings may differ from the sum of individual estimates."))));
 }

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

@@ -9,5 +9,7 @@ export interface TaxAxisClientReportProps extends TaxAxisScreenProps {
     liveStrategies?: Strategy[];
     /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
     liveComputedMap?: ComputedMap;
+    /** Live engine output fields — passed through to sub-components */
+    engineRawOutput?: Record<string, any>;
 }
-export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap }: TaxAxisClientReportProps): React.JSX.Element;
+export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap, engineRawOutput }: TaxAxisClientReportProps): React.JSX.Element;

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

@@ -34,8 +34,8 @@ const ExecutiveSummary_1 = require("./ExecutiveSummary");
 const RecommendedStrategies_1 = require("./RecommendedStrategies");
 const ImplementationRoadmap_1 = require("./ImplementationRoadmap");
 const Methodology_1 = require("./Methodology");
-function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap }) {
-    var _a, _b, _c;
+function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap, engineRawOutput }) {
+    var _a, _b, _c, _d, _e, _f;
     const [view, setView] = (0, react_1.useState)("client");
     const staticEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
     const staticComputed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
@@ -110,11 +110,11 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
         react_1.default.createElement("div", { style: { maxWidth: 680, margin: "0 auto", padding: "32px 20px 60px" } },
             react_1.default.createElement(ClientReportCover_1.ClientReportCover, { profile: profile, palette: palette_1.P }),
             react_1.default.createElement(ClientReportTOC_1.ClientReportTOC, { bizName: bizName, palette: palette_1.P }),
-            react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, nowCount: nowCount, top3: top3, palette: palette_1.P }),
+            react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, nowCount: nowCount, top3: top3, palette: palette_1.P, effectiveTaxRate: (_d = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _d === void 0 ? void 0 : _d.effective_tax_rate, confidenceTier: (_e = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _e === void 0 ? void 0 : _e.confidence_tier, dataYears: (_f = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _f === void 0 ? void 0 : _f.data_years }),
             react_1.default.createElement("div", { style: { background: palette_1.P.gray50, borderLeft: "3px solid " + palette_1.P.gray300, borderRadius: "0 8px 8px 0", padding: "14px 20px", marginBottom: 20, fontSize: 11, color: palette_1.P.gray500, lineHeight: 1.7, fontFamily: palette_1.P.body } },
                 "This summary was prepared using TaxAxis, Paro's AI-powered tax analysis engine. Savings estimates are based on financial data provided for tax year " + profile.year + " (" + (profile.taxDataYears || "1 year") + " of data). All figures are estimates. Your tax preparer has reviewed these recommendations.",
                 hasOBBBA && " Some strategies reference provisions from the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, with limited IRS guidance."),
-            react_1.default.createElement(RecommendedStrategies_1.RecommendedStrategies, { profile: profile, eligible: eligible, computed: computed, top3: top3, hasOBBBA: hasOBBBA, palette: palette_1.P }),
+            react_1.default.createElement(RecommendedStrategies_1.RecommendedStrategies, { profile: profile, eligible: eligible, computed: computed, top3: top3, hasOBBBA: hasOBBBA, palette: palette_1.P, interactionWarnings: engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.strategy_interaction_warnings }),
             react_1.default.createElement(ImplementationRoadmap_1.ImplementationRoadmap, { eligible: eligible, computed: computed, top3: top3, nowCount: nowCount, nowMidK: nowMidK, bucketDefs: bucketDefs, bucketTotals: bucketTotals, activeBuckets: activeBuckets, palette: palette_1.P }),
             react_1.default.createElement(Methodology_1.Methodology, { profile: profile, eligible: eligible, palette: palette_1.P }),
             react_1.default.createElement("div", { style: { padding: "16px 20px", marginBottom: 16, fontSize: 10, color: palette_1.P.gray400, lineHeight: 1.7, fontFamily: palette_1.P.body } }, "This summary was generated by TaxAxis, an AI-powered analysis tool by Paro. Recommendations are based on financial data provided and current tax law as of April 2026, including OBBBA provisions. These are estimates, not guarantees. Consult your tax preparer before implementing any strategy. This is not legal or financial advice."),

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

@@ -6,6 +6,11 @@ interface DashboardSummaryProps {
     computed: ComputedMap;
     dataConfirmed: boolean;
     reviewUnreviewed: number;
+    liveSavingsMin?: number;
+    liveSavingsMax?: number;
+    liveStrategyCount?: number;
+    confidenceTier?: string;
+    dataYears?: number;
 }
-export declare function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, }: DashboardSummaryProps): React.JSX.Element;
+export declare function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, liveSavingsMin, liveSavingsMax, liveStrategyCount, confidenceTier, dataYears, }: DashboardSummaryProps): React.JSX.Element;
 export {};

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

@@ -6,10 +6,13 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DashboardSummary = DashboardSummary;
 const react_1 = __importDefault(require("react"));
 const useCountUp_1 = require("./useCountUp");
-function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, }) {
+function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, liveSavingsMin, liveSavingsMax, liveStrategyCount, confidenceTier, dataYears, }) {
     var _a;
-    const totalLo = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
-    const totalHi = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
+    const computedLo = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
+    const computedHi = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
+    const totalLo = liveSavingsMin !== null && liveSavingsMin !== void 0 ? liveSavingsMin : computedLo;
+    const totalHi = liveSavingsMax !== null && liveSavingsMax !== void 0 ? liveSavingsMax : computedHi;
+    const strategyCount = liveStrategyCount !== null && liveStrategyCount !== void 0 ? liveStrategyCount : dashEligible.length;
     const bizName = profile.bizName || "Client";
     const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
     const scoreAvg = Math.round(dashEligible.reduce((a, s) => a + s.score, 0) / (dashEligible.length || 1));
@@ -78,7 +81,7 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
                 profile.cpaName)),
             react_1.default.createElement("div", { className: "flex gap-6 mt-[22px] pt-[18px]", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } }, [
                 { v: String(scoreUp), u: "/100", l: "Avg. Confidence", warn: false, ok: false },
-                { v: String(dashEligible.length), u: "", l: "Strategies Identified", warn: false, ok: false },
+                { v: String(strategyCount), u: "", l: "Strategies Identified", warn: false, ok: false },
                 {
                     v: dataConfirmed ? "Done" : String(reviewUnreviewed),
                     u: "",
@@ -86,6 +89,13 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
                     warn: !dataConfirmed && reviewUnreviewed > 0,
                     ok: dataConfirmed,
                 },
+                ...(confidenceTier ? [{
+                        v: dataYears ? String(dataYears) : "1",
+                        u: "yr",
+                        l: confidenceTier.replace(/-DATA$/, "").replace(/-/g, " ").replace(/YR/, "yr"),
+                        warn: (dataYears !== null && dataYears !== void 0 ? dataYears : 1) < 2,
+                        ok: (dataYears !== null && dataYears !== void 0 ? dataYears : 1) >= 3,
+                    }] : []),
             ].map(({ v, u, l, warn, ok }) => (react_1.default.createElement("div", { key: l },
                 react_1.default.createElement("div", { className: "font-tax-axis-mono font-bold leading-none", style: {
                         fontSize: 24,

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

@@ -6,5 +6,5 @@ interface StrategyDetailPanelProps {
     computed: ComputedMap;
     onClose: () => void;
 }
-export declare function StrategyDetailPanel({ s, profile, computed, onClose }: StrategyDetailPanelProps): React.JSX.Element;
+export declare function StrategyDetailPanel({ s, profile: _profile, computed, onClose }: StrategyDetailPanelProps): React.JSX.Element;
 export {};