@paro.io/expert-shared-components 1.14.54 → 1.14.56

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

@@ -5,26 +5,102 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.StrategyDetailPanel = StrategyDetailPanel;
 const react_1 = __importDefault(require("react"));
-const data_1 = require("../../lib/data");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-function Sec({ title, children }) {
+function Sec({ title, children, titleColor }) {
     return (react_1.default.createElement("div", { className: "mb-6" },
-        react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, title),
+        react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2.5 font-tax-axis-mono", style: { color: titleColor || "#A1E5E6" } }, title),
         children));
 }
 const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
-function StrategyDetailPanel({ s, profile, computed, onClose }) {
-    var _a, _b, _c, _d, _e, _f;
-    const narr = data_1.STRATEGY_NARRATIVE[s.rank];
+function positionStrengthLabel(positionStrength) {
+    if (!positionStrength)
+        return { label: "Position Under Review", color: "#9498B8", dots: 2 };
+    const p = positionStrength.toUpperCase();
+    if (p.includes("SUBSTANTIAL"))
+        return { label: "Substantial Authority · Low §6694 Risk", color: "#0F6E56", dots: 4 };
+    if (p.includes("REASONABLE"))
+        return { label: "Reasonable Basis · Elevated §6694 Risk", color: "#FB9A1D", dots: 3 };
+    if (p.includes("DISCLOSURE") || p.includes("NEEDS_DISCLOSURE"))
+        return { label: "Needs Disclosure · High §6694 Risk", color: "#EF4444", dots: 2 };
+    return { label: positionStrength, color: "#9498B8", dots: 2 };
+}
+/**
+ * Split engagement_recommendation at the implementation/action boundary.
+ *
+ * The LLM writes engagement_recommendation as a single paragraph covering both
+ * the savings math AND the CPA implementation steps. We split at the first
+ * implementation keyword so the savings math shows under "HOW SAVINGS BREAK DOWN"
+ * and the CPA action steps show under "CPA ENGAGEMENT NOTES".
+ *
+ * Heuristic: split at "Implementation:", "CPA should", "CPA must", or numbered
+ * action lists "(1)". If no split point found, entire text goes to savings section.
+ */
+function splitEngagementText(text) {
+    if (!text)
+        return { savingsSection: "", cpaSection: "" };
+    // Try splitting on double-newline first (well-structured LLM output)
+    const paraBreak = text.indexOf("\n\n");
+    if (paraBreak !== -1) {
+        return {
+            savingsSection: text.slice(0, paraBreak).trim(),
+            cpaSection: text.slice(paraBreak).trim(),
+        };
+    }
+    // Single-paragraph: find the first implementation boundary
+    const splitPatterns = [
+        /\s+Implementation:\s+/i,
+        /\s+CPA should\s+/i,
+        /\s+CPA must\s+/i,
+        /\s+To implement:\s+/i,
+        /\s+\(1\)\s+/, // numbered list start
+    ];
+    for (const pattern of splitPatterns) {
+        const match = text.search(pattern);
+        if (match > 80) { // only split if there's meaningful content before it
+            return {
+                savingsSection: text.slice(0, match).trim(),
+                cpaSection: text.slice(match).trim(),
+            };
+        }
+    }
+    // No clean split point — show everything as savings breakdown, nothing as CPA notes
+    return { savingsSection: text, cpaSection: "" };
+}
+function SourceDocRows({ docs, trace }) {
+    if (docs && docs.length > 0) {
+        return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
+            react_1.default.createElement("div", { className: "grid px-3.5 py-2", style: { background: "#161938", gridTemplateColumns: "1fr auto" } },
+                react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Field \u00B7 Source"),
+                react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Value")),
+            docs.map((ref, i) => (react_1.default.createElement("div", { key: i, className: "grid px-3.5 py-2.5 items-center gap-3", style: { gridTemplateColumns: "1fr auto", borderTop: "1px solid rgba(36,131,132,0.08)" } },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, ref.field_label),
+                    react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, ref.source_hint)),
+                react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono text-right whitespace-nowrap" }, ref.value_display))))));
+    }
+    const traceSteps = trace !== null && trace !== void 0 ? trace : [];
+    if (!traceSteps.length) {
+        return react_1.default.createElement("p", { className: "text-xs text-tax-axis-text-2 italic" }, "Detailed source mapping not available for this strategy.");
+    }
+    return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
+        react_1.default.createElement("div", { className: "grid grid-cols-2 px-3.5 py-2", style: { background: "#161938" } },
+            react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Step"),
+            react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Result")),
+        traceSteps.map((t, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-2 px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.08)" } },
+            react_1.default.createElement("div", null,
+                react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, t.step),
+                react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5 break-all" }, t.formula)),
+            react_1.default.createElement("div", { className: "text-right" },
+                react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
+                t.src && react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src)))))));
+}
+function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
+    var _a, _b;
     const c = computed === null || computed === void 0 ? void 0 : computed.get(s.rank);
     const lo = (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo;
     const hi = (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi;
-    const sources = (_d = (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : s.sources) !== null && _d !== void 0 ? _d : [];
-    const trace = (_f = (_e = c === null || c === void 0 ? void 0 : c.trace) !== null && _e !== void 0 ? _e : s.trace) !== null && _f !== void 0 ? _f : [];
-    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 : data_1.NARRATIVE_FALLBACK.nextSteps(s);
+    const pos = positionStrengthLabel(s.positionStrength);
+    const { savingsSection, cpaSection } = splitEngagementText(s.abstract || "");
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement("div", { onClick: onClose, className: "fixed inset-0 z-[200]", style: { background: "rgba(6,8,33,0.7)", backdropFilter: "blur(4px)" } }),
         react_1.default.createElement("div", { className: "fixed top-0 right-0 bottom-0 z-[201] flex flex-col", style: {
@@ -37,14 +113,14 @@ function StrategyDetailPanel({ s, profile, computed, onClose }) {
             react_1.default.createElement("div", { className: "px-6 py-5 flex-shrink-0", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } },
                 react_1.default.createElement("div", { className: "flex justify-between items-start mb-3" },
                     react_1.default.createElement("div", null,
-                        react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5" },
+                        react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5 flex-wrap" },
                             react_1.default.createElement("span", { className: "text-xl font-bold text-tax-axis-text font-tax-axis-head" }, s.name),
                             react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded" }, s.code)),
-                        react_1.default.createElement("div", { className: "flex gap-2" },
+                        react_1.default.createElement("div", { className: "flex gap-2 flex-wrap" },
                             react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, null, s.priority),
                             react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "neutral" }, s.timeline),
-                            s.cost && s.cost !== "$0" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, s.cost)))),
-                    react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
+                            s.quickWin && react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, "\u26A1 Quick Win"))),
+                    react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg flex-shrink-0", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
                         react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
                             react_1.default.createElement("path", { d: "M2.5 2.5l7 7M9.5 2.5l-7 7", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" })))),
                 react_1.default.createElement("div", { className: "font-tax-axis-head", style: { fontSize: 34, fontWeight: 900, color: "#A1E5E6", letterSpacing: "-1.5px" } },
@@ -53,87 +129,40 @@ function StrategyDetailPanel({ s, profile, computed, onClose }) {
                     fmtK(hi),
                     react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text-3 font-normal font-tax-axis-body ml-2" }, "est. annual savings"))),
             react_1.default.createElement("div", { className: "flex-1 overflow-y-auto p-6" },
-                s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: {
-                        background: "rgba(251,154,29,0.06)",
-                        border: "1px solid rgba(251,154,29,0.25)",
-                        color: "#FB9A1D",
-                    } },
+                s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: { background: "rgba(251,154,29,0.06)", border: "1px solid rgba(251,154,29,0.25)", color: "#FB9A1D" } },
                     react_1.default.createElement("strong", null, "Flag: "),
                     s.warning)),
-                react_1.default.createElement("div", { className: "mb-6" },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "WHY THIS MATTERS"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, whyText)),
-                react_1.default.createElement("div", { className: "mb-6" },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "HOW SAVINGS BREAK DOWN"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, breakdownText)),
-                react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-0.5", style: { borderLeft: "3px solid #FB9A1D" } },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "WHY YOU NEED A SPECIALIST"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, specialistText)),
-                react_1.default.createElement("div", { className: "rounded-lg p-3 mb-6", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-teal-light mb-1.5 font-tax-axis-mono" }, "WHAT WE'D DO NEXT"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-[1.7] font-tax-axis-body" }, typeof nextText === "string" ? nextText : "Provide documents so we can calculate exact savings.")),
-                react_1.default.createElement(Sec, { title: "Summary" },
-                    react_1.default.createElement("p", { className: "text-sm text-tax-axis-text leading-[1.8] font-tax-axis-body" }, s.abstract)),
-                react_1.default.createElement(Sec, { title: "Plain Language" },
-                    react_1.default.createElement("div", { className: "p-3.5 rounded-[10px]", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
-                        react_1.default.createElement("p", { className: "text-sm text-tax-axis-teal-light leading-[1.7] font-tax-axis-body italic" },
-                            "\u201C",
-                            s.clientBrief,
-                            "\u201D"))),
-                react_1.default.createElement(Sec, { title: "Source Documents" },
-                    react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
-                        react_1.default.createElement("div", { className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { background: "#161938" } }, ["Field", "Document", "Line", "Value"].map((h) => (react_1.default.createElement("span", { key: h, className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, h)))),
-                        sources.map((src, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } },
-                            react_1.default.createElement("span", { className: "text-xs text-tax-axis-text" }, src.field),
-                            react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.doc),
-                            react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.line),
-                            react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, src.value)))))),
-                react_1.default.createElement(Sec, { title: "Calculation Trace" },
-                    react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
-                        trace.map((t, i) => (react_1.default.createElement("div", { key: i, className: "p-3 flex gap-3 items-start", style: { borderTop: i ? "1px solid rgba(36,131,132,0.12)" : "none" } },
-                            react_1.default.createElement("span", { className: "text-[11px] font-bold text-tax-axis-teal font-tax-axis-mono w-5 flex-shrink-0" }, t.n),
-                            react_1.default.createElement("div", { className: "flex-1" },
-                                react_1.default.createElement("div", { className: "text-[13px] font-medium text-tax-axis-text font-tax-axis-body mb-0.5" }, t.step),
-                                react_1.default.createElement("div", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, t.formula)),
-                            react_1.default.createElement("div", { className: "text-right flex-shrink-0" },
-                                react_1.default.createElement("div", { className: "text-[13px] font-bold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
-                                react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src))))),
-                        react_1.default.createElement("div", { className: "p-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#161938" } },
-                            react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2 font-tax-axis-mono" }, "Derivation"),
-                            react_1.default.createElement("div", { className: "flex items-center gap-2 flex-wrap" }, trace.map((t, i) => (react_1.default.createElement("span", { key: i, className: "flex items-center gap-1.5" },
-                                react_1.default.createElement("span", { className: "text-xs font-tax-axis-mono text-tax-axis-text px-2 py-0.5 rounded", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } }, t.result),
-                                i < trace.length - 1 && (react_1.default.createElement("span", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-mono" }, "\u2192")))))),
-                            trace.length > 1 && (react_1.default.createElement("div", { className: "mt-2 text-xs font-tax-axis-mono p-2 rounded-md leading-relaxed", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, "Result: "),
-                                react_1.default.createElement("span", { className: "font-semibold text-tax-axis-teal-light" }, trace[trace.length - 1].result),
-                                react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, " via "),
-                                react_1.default.createElement("span", { className: "text-tax-axis-text" }, trace[trace.length - 1].formula)))))),
-                react_1.default.createElement(Sec, { title: "IRS Authority" },
+                s.clientBrief && (react_1.default.createElement(Sec, { title: "Why This Matters" },
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.clientBrief))),
+                savingsSection && (react_1.default.createElement(Sec, { title: "How Savings Break Down" },
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, savingsSection))),
+                s.specialistNote && (react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-1", style: { borderLeft: "3px solid #FB9A1D" } },
+                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "Why You Need a Specialist"),
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.specialistNote))),
+                react_1.default.createElement(Sec, { title: "Data Used in This Analysis" },
+                    react_1.default.createElement(SourceDocRows, { docs: s.sourceDocuments, trace: s.trace })),
+                cpaSection && (react_1.default.createElement(Sec, { title: "CPA Engagement Notes", titleColor: "#9498B8" },
+                    react_1.default.createElement("div", { className: "rounded-[10px] p-3.5", style: { background: "rgba(14,17,50,0.6)", border: "1px solid rgba(36,131,132,0.10)" } },
+                        react_1.default.createElement("p", { className: "text-[12px] text-tax-axis-text-3 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, cpaSection)))),
+                react_1.default.createElement(Sec, { title: "IRS Authority", titleColor: "#9498B8" },
                     react_1.default.createElement("div", { className: "p-3.5 rounded-[10px] mb-3", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                        react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority),
-                        react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
+                        react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority || "See engagement notes"),
+                        s.forms && (react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
                             "Forms: ",
-                            react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms))),
+                            react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms)))),
                     react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
                         react_1.default.createElement("div", { className: "p-3 flex gap-3 items-center", style: { borderBottom: "1px solid rgba(36,131,132,0.15)" } },
-                            react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= 4 ? "#248384" : "rgba(36,131,132,0.2)" } })))),
-                            react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-head" }, "Substantial Authority \u00B7 Low \u00A76694 Risk")),
+                            react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= pos.dots ? pos.color : "rgba(36,131,132,0.2)" } })))),
+                            react_1.default.createElement("span", { className: "text-[13px] font-semibold font-tax-axis-head", style: { color: pos.color } }, pos.label)),
                         react_1.default.createElement("div", { className: "p-3" },
-                            react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body mb-2" }, "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support. There are two tiers:"),
-                            react_1.default.createElement("div", { className: "grid gap-1.5 mb-2.5" },
-                                react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                    react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 1 \u2014 Unreasonable Position"),
-                                    react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If a position lacks \u201Csubstantial authority\u201D (~40% chance of being sustained), the preparer faces the greater of $1,000 or 50% of the fee earned from that return.")),
-                                react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                    react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 2 \u2014 Willful or Reckless Conduct"),
-                                    react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If the preparer knowingly disregards rules or regulations, the penalty is the greater of $5,000 or 75% of the fee earned."))),
-                            react_1.default.createElement("div", { className: "p-2 rounded-md flex gap-2 items-start", style: { background: "rgba(15,110,86,0.06)", border: "1px solid rgba(15,110,86,0.15)" } },
-                                react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none", className: "flex-shrink-0 mt-0.5" },
-                                    react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "1.5", strokeLinecap: "round" })),
-                                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text leading-relaxed font-tax-axis-body" },
-                                    react_1.default.createElement("strong", { style: { color: "#0F6E56" } }, "This strategy holds Substantial Authority"),
-                                    " \u2014 established IRS guidance, published revenue rulings, or settled case law support this position. Signing off on this carries low preparer penalty exposure under \u00A76694(a).")))))),
+                            react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body" },
+                                "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support.",
+                                pos.dots >= 4
+                                    ? " This strategy holds Substantial Authority — established IRS guidance supports this position. Low preparer penalty exposure under §6694(a)."
+                                    : pos.dots === 3
+                                        ? " This strategy rests on Reasonable Basis. CPA should document the position before filing and consider disclosure on Form 8275."
+                                        : " This strategy requires preparer disclosure. Consult IRS guidance before taking this position."))))),
             react_1.default.createElement("div", { className: "px-6 py-4 flex-shrink-0", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#0E1132" } },
-                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 mb-2" }, "Recommended action:"),
-                react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text" }, s.action)))));
+                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 uppercase tracking-widest font-tax-axis-mono mb-2" }, "What We'd Do Next"),
+                react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text leading-relaxed" }, s.action || "Work with your CPA to implement this strategy.")))));
 }

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

@@ -1,5 +1,5 @@
 import React from "react";
-import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+import type { ClientProfile, TaxAxisScreenProps, ExtractionDocument } from "../../lib/types";
 export interface LlmStrategy {
     strategyType: string;
     applicable: boolean;
@@ -57,6 +57,7 @@ export interface LlmResult {
 export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     llmResult?: LlmResult | null;
+    parsedDocuments?: ExtractionDocument[];
     onDownloadClient: () => void;
     onDownloadPreparer: () => void;
     onPresent: () => void;
@@ -65,4 +66,4 @@ export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     onReviewData?: () => void;
     onUploadMore?: () => void;
 }
-export declare function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;
+export declare function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;

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

@@ -27,6 +27,7 @@ exports.TaxAxisDashboard = TaxAxisDashboard;
 const react_1 = __importStar(require("react"));
 const data_1 = require("../../lib/data");
 const compute_1 = require("../../lib/compute");
+const useEngineOutput_1 = require("../../lib/adapters/useEngineOutput");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
 const DashboardSummary_1 = require("./DashboardSummary");
@@ -145,12 +146,47 @@ const BUCKETS = [
     { key: "30d", label: "Within 30 Days", desc: "Documentation or payroll changes" },
     { key: "90d", label: "Within 90 Days", desc: "Structural changes — new accounts or plan setup" },
 ];
-function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext = "expert", }) {
-    var _a, _b;
+function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext = "expert", }) {
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v;
     const hasLlm = !!((_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.strategies) === null || _a === void 0 ? void 0 : _a.length);
+    // All live fields from rawOutput — nothing hardcoded
+    const rawOutput = (_c = (_b = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _b !== void 0 ? _b : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _c !== void 0 ? _c : null;
+    const businessProfile = (_d = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.business_profile) !== null && _d !== void 0 ? _d : null;
+    const dataQualityFlags = (_e = businessProfile === null || businessProfile === void 0 ? void 0 : businessProfile.data_quality_flags) !== null && _e !== void 0 ? _e : [];
+    const riskDisclosures = (_f = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.risk_disclosures) !== null && _f !== void 0 ? _f : [];
+    const nexusFlags = (_g = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.nexus_flags) !== null && _g !== void 0 ? _g : [];
+    const engagementRecs = (_j = (_h = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.cpa_workflow) === null || _h === void 0 ? void 0 : _h.engagement_recommendations) !== null && _j !== void 0 ? _j : [];
+    const excludedStrategies = (_l = (_k = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.eligibility_screening) === null || _k === void 0 ? void 0 : _k.excluded_strategies) !== null && _l !== void 0 ? _l : [];
+    const clientSummaryOpening = (_o = (_m = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.client_summary) === null || _m === void 0 ? void 0 : _m.opening) !== null && _o !== void 0 ? _o : "";
+    const clientSummaryClosing = (_q = (_p = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.client_summary) === null || _p === void 0 ? void 0 : _p.closing) !== null && _q !== void 0 ? _q : "";
+    const dataQualityNote = (_s = (_r = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.client_summary) === null || _r === void 0 ? void 0 : _r.data_quality_note) !== null && _s !== void 0 ? _s : "";
+    const interactionWarning = (_u = (_t = rawOutput === null || rawOutput === void 0 ? void 0 : rawOutput.client_summary) === null || _t === void 0 ? void 0 : _t.interaction_warning) !== null && _u !== void 0 ? _u : null;
+    // Extracted documents: live from session if provided, otherwise empty (no mock fallback)
+    const extractionDocs = parsedDocuments !== null && parsedDocuments !== void 0 ? parsedDocuments : [];
     // ─── Derived data ──────────────────────────────────────────────
-    const llmStrategies = (0, react_1.useMemo)(() => (hasLlm ? mapLlmToStrategies(llmResult) : []), [hasLlm, llmResult]);
-    const llmComputed = (0, react_1.useMemo)(() => (hasLlm ? buildLlmComputed(llmStrategies) : new Map()), [hasLlm, llmStrategies]);
+    // Prefer useEngineOutput (full rich data: sourceDocuments, positionStrength,
+    // clientBrief from why_it_applies, etc.) over the thin mapLlmToStrategies fallback.
+    // engineOutput is at llmResult.engineOutput or llmResult.rawOutput (both present).
+    const engineOutputForAdapter = (0, react_1.useMemo)(() => { var _a, _b; return (_b = (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _b !== void 0 ? _b : null; }, [llmResult]);
+    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutputForAdapter);
+    const llmStrategies = (0, react_1.useMemo)(() => {
+        var _a;
+        if (!hasLlm)
+            return [];
+        // Use adapted strategies when available — they carry the full engine data.
+        if ((_a = adapted === null || adapted === void 0 ? void 0 : adapted.strategies) === null || _a === void 0 ? void 0 : _a.length)
+            return adapted.strategies;
+        // Fallback to thin mapping for old payload shapes without engineOutput.
+        return mapLlmToStrategies(llmResult);
+    }, [hasLlm, adapted, llmResult]);
+    const llmComputed = (0, react_1.useMemo)(() => {
+        var _a;
+        if (!hasLlm)
+            return new Map();
+        if ((_a = adapted === null || adapted === void 0 ? void 0 : adapted.computedMap) === null || _a === void 0 ? void 0 : _a.size)
+            return adapted.computedMap;
+        return buildLlmComputed(llmStrategies);
+    }, [hasLlm, adapted, llmStrategies]);
     const computed = (0, react_1.useMemo)(() => (hasLlm ? llmComputed : (0, compute_1.computeAllStrategies)(profile)), [hasLlm, llmComputed, profile]);
     const dashEligible = (0, react_1.useMemo)(() => (hasLlm ? llmStrategies : (0, compute_1.filterEligibleStrategies)(profile)), [hasLlm, llmStrategies, profile]);
     const maxSavings = Math.max(...dashEligible.map((s) => { var _a, _b; return (_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi; }), 1);
@@ -163,9 +199,13 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
     // When LLM result is present, data is implicitly confirmed — skip the gate
     const [dataConfirmed, setDataConfirmed] = (0, react_1.useState)(hasLlm);
     const [reviewStatus, setReviewStatus] = (0, react_1.useState)({
-        unreviewed: data_1.EXTRACTED_DATA.reduce((a, d) => a + d.flagCount, 0),
+        unreviewed: extractionDocs.reduce((a, d) => a + d.flagCount, 0),
         edits: 0,
     });
+    // Keep review count in sync when live docs arrive after initial render
+    (0, react_1.useEffect)(() => {
+        setReviewStatus((prev) => (Object.assign(Object.assign({}, prev), { unreviewed: extractionDocs.reduce((a, d) => a + d.flagCount, 0) })));
+    }, [extractionDocs]);
     // Restore confirmed state on mount — flag persists until session reset
     (0, react_1.useEffect)(() => {
         if (typeof window !== "undefined" && sessionStorage.getItem("taxAxisDataConfirmed") === "true") {
@@ -216,19 +256,28 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                 llmResult.meta.parsedDocumentCount,
                 " documents parsed",
                 " · ",
-                ((_b = llmResult.meta.detectedDocumentTypes) === null || _b === void 0 ? void 0 : _b.length) || 0,
+                ((_v = llmResult.meta.detectedDocumentTypes) === null || _v === void 0 ? void 0 : _v.length) || 0,
                 " document types detected"),
             react_1.default.createElement("span", { className: "text-tax-axis-text-4" }, (() => {
                 var _a, _b;
                 const tokens = (_b = (_a = llmResult.meta.totalTokens) !== null && _a !== void 0 ? _a : llmResult.meta.tokenCount) !== null && _b !== void 0 ? _b : 0;
                 return tokens > 0 ? `${tokens} tokens` : "";
             })()))),
-        react_1.default.createElement(DashboardSummary_1.DashboardSummary, { profile: profile, dashEligible: dashEligible, computed: computed, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
+        react_1.default.createElement(DashboardSummary_1.DashboardSummary, { profile: profile, dashEligible: dashEligible, computed: computed, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed, liveSavingsMin: hasLlm ? llmResult.summary.estimatedSavingsMin : undefined, liveSavingsMax: hasLlm ? llmResult.summary.estimatedSavingsMax : undefined, liveStrategyCount: hasLlm ? llmResult.summary.applicableCount : undefined, confidenceTier: businessProfile === null || businessProfile === void 0 ? void 0 : businessProfile.confidence_tier, dataYears: businessProfile === null || businessProfile === void 0 ? void 0 : businessProfile.data_years }),
         react_1.default.createElement(DashboardTopBar_1.DashboardTopBar, { topTab: topTab, setTopTab: setTopTab, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         topTab === "extraction" && (react_1.default.createElement("div", null,
+            dataQualityFlags.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: { background: "rgba(251,154,29,0.04)", border: "1px solid rgba(251,154,29,0.2)", padding: "16px 20px" } },
+                react_1.default.createElement("div", { className: "text-[11px] font-bold text-white uppercase tracking-widest font-tax-axis-mono mb-2.5 flex items-center gap-2" },
+                    react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                        react_1.default.createElement("path", { d: "M6 1.5l5 9H1L6 1.5z", stroke: "#FB9A1D", strokeWidth: "1.2", fill: "none" }),
+                        react_1.default.createElement("path", { d: "M6 5v2.5M6 9h.005", stroke: "#FB9A1D", strokeWidth: "1.2", strokeLinecap: "round" })),
+                    "Data Quality Flags"),
+                dataQualityFlags.map((flag, i) => (react_1.default.createElement("div", { key: i, className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body py-1.5", style: { borderTop: i > 0 ? "1px solid rgba(251,154,29,0.1)" : "none" } }, flag))))),
             react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: { background: "#0E1132", border: "1px solid rgba(36,131,132,0.12)", padding: "20px 24px" } },
                 react_1.default.createElement("div", { className: "text-[13px] font-bold text-white uppercase tracking-widest font-tax-axis-head mb-3" }, "Document Extraction Summary"),
-                data_1.EXTRACTED_DATA.map((doc) => (react_1.default.createElement("div", { key: doc.docId, className: "flex items-center justify-between py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.08)" } },
+                extractionDocs.length === 0 ? (react_1.default.createElement("div", { className: "text-[12px] text-tax-axis-text-3 font-tax-axis-body py-2" }, hasLlm
+                    ? "Parsed document data is loading..."
+                    : "No documents have been parsed yet.")) : (extractionDocs.map((doc) => (react_1.default.createElement("div", { key: doc.docId, className: "flex items-center justify-between py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.08)" } },
                     react_1.default.createElement("div", { className: "flex items-center gap-3" },
                         react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded" }, doc.code),
                         react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text font-tax-axis-body" }, doc.docName)),
@@ -236,9 +285,8 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                         react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-3" },
                             doc.fields.length,
                             " fields"),
-                        doc.flagCount > 0 && (react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono rounded-full min-w-[18px] text-center px-1.5 py-0.5", style: { color: "#FB9A1D", background: "rgba(251,154,29,0.06)" } }, doc.flagCount)),
-                        doc.flagCount === 0 && (react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
-                            react_1.default.createElement("path", { d: "M2.5 6l3 3 4.5-5", stroke: "#0F6E56", strokeWidth: "1.5", strokeLinecap: "round" })))))))),
+                        doc.flagCount > 0 ? (react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono rounded-full min-w-[18px] text-center px-1.5 py-0.5", style: { color: "#FB9A1D", background: "rgba(251,154,29,0.06)" } }, doc.flagCount)) : (react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                            react_1.default.createElement("path", { d: "M2.5 6l3 3 4.5-5", stroke: "#0F6E56", strokeWidth: "1.5", strokeLinecap: "round" }))))))))),
             !dataConfirmed ? (react_1.default.createElement("div", { className: "rounded-[14px]", style: {
                     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)",
@@ -421,17 +469,32 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                         react_1.default.createElement("div", { className: "flex items-center gap-2.5" },
                             react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, a.savings),
                             react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: a.priority === "MEDIUM" ? "orange" : "neutral", size: "xs" }, a.priority))))))),
-                react_1.default.createElement("div", { className: "rounded-[10px] mb-4 text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body", style: {
-                        padding: "14px 18px",
-                        background: "#0E1132",
-                        border: "1px solid rgba(36,131,132,0.12)",
-                    } },
-                    react_1.default.createElement("strong", null, "\u00A76694 Preparer Compliance \u2014 "),
-                    "All HIGH priority strategies hold Substantial Authority (established IRS guidance supporting the position). No elevated preparer penalty exposure for positions taken on these strategies. OBBBA strategies default to Reasonable Basis pending IRS guidance \u2014 CPA verification required before filing."),
+                engagementRecs.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4 overflow-hidden", style: { background: "#0E1132", border: "1px solid rgba(36,131,132,0.12)" } },
+                    react_1.default.createElement("div", { className: "px-5 py-3.5", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } },
+                        react_1.default.createElement("span", { className: "text-[13px] font-bold text-white uppercase tracking-widest font-tax-axis-head" }, "CPA Engagement Notes")),
+                    engagementRecs.map((rec, i) => (react_1.default.createElement("div", { key: i, className: "px-5 py-3.5 text-[12px] text-tax-axis-text leading-[1.7] font-tax-axis-body", style: { borderTop: i > 0 ? "1px solid rgba(36,131,132,0.08)" : "none" } }, rec))))),
+                nexusFlags.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: { background: "#0E1132", border: "1px solid rgba(36,131,132,0.12)", padding: "16px 20px" } },
+                    react_1.default.createElement("div", { className: "text-[11px] font-bold text-white uppercase tracking-widest font-tax-axis-mono mb-2" }, "State Nexus"),
+                    nexusFlags.map((f, i) => (react_1.default.createElement("div", { key: i, className: "text-[12px] text-tax-axis-text-2 font-tax-axis-body py-1.5", style: { borderTop: i > 0 ? "1px solid rgba(36,131,132,0.08)" : "none" } },
+                        react_1.default.createElement("span", { className: "font-semibold text-tax-axis-teal-light mr-2" }, f.state),
+                        f.flag_text))))),
+                riskDisclosures.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: { background: "rgba(251,154,29,0.04)", border: "1px solid rgba(251,154,29,0.15)", padding: "16px 20px" } },
+                    react_1.default.createElement("div", { className: "text-[11px] font-bold text-white uppercase tracking-widest font-tax-axis-mono mb-2.5" }, "Risk Disclosures"),
+                    riskDisclosures.map((r, i) => (react_1.default.createElement("div", { key: i, className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body py-1.5", style: { borderTop: i > 0 ? "1px solid rgba(251,154,29,0.08)" : "none" } }, r))))),
+                excludedStrategies.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4 overflow-hidden", style: { background: "#0E1132", border: "1px solid rgba(148,152,184,0.15)" } },
+                    react_1.default.createElement("div", { className: "px-5 py-3.5", style: { borderBottom: "1px solid rgba(148,152,184,0.1)" } },
+                        react_1.default.createElement("span", { className: "text-[13px] font-bold text-white uppercase tracking-widest font-tax-axis-head" },
+                            excludedStrategies.length,
+                            " Strategies Not Applicable")),
+                    excludedStrategies.map((ex, i) => (react_1.default.createElement("div", { key: i, className: "px-5 py-2.5 flex items-start gap-3", style: { borderTop: i > 0 ? "1px solid rgba(148,152,184,0.08)" : "none" } },
+                        react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono text-tax-axis-text-3 bg-tax-axis-surface px-2 py-0.5 rounded flex-shrink-0 mt-0.5" }, ex.strategy_id),
+                        react_1.default.createElement("div", { className: "flex-1" },
+                            react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body" }, ex.reason),
+                            ex.irs_cite && (react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, ex.irs_cite)))))))),
                 react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onDownloadPreparer, className: "w-full" }, "Download Full Preparer Report"))) : (
             /* ═══ CLIENT SUMMARY — Timeline View ═══ */
             react_1.default.createElement("div", null,
-                react_1.default.createElement("p", { className: "text-sm text-tax-axis-text leading-[1.7] mb-6 font-tax-axis-body" },
+                clientSummaryOpening ? (react_1.default.createElement("div", { className: "rounded-[10px] mb-5 text-[12px] text-tax-axis-text leading-[1.7] font-tax-axis-body", style: { background: "rgba(36,131,132,0.04)", border: "1px solid rgba(36,131,132,0.1)", padding: "14px 16px" } }, clientSummaryOpening)) : (react_1.default.createElement("p", { className: "text-sm text-tax-axis-text leading-[1.7] mb-6 font-tax-axis-body" },
                     profile.bizName || "Client",
                     ", here's your action plan organized by urgency.",
                     " ",
@@ -439,7 +502,13 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                         dashEligible.length,
                         " strategies"),
                     " ",
-                    "identified."),
+                    "identified.")),
+                dataQualityNote && (react_1.default.createElement("div", { className: "rounded-[10px] mb-5 text-[11px] text-tax-axis-text-2 font-tax-axis-body flex items-start gap-2", style: { background: "rgba(251,154,29,0.04)", border: "1px solid rgba(251,154,29,0.15)", padding: "10px 14px" } },
+                    react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none", className: "flex-shrink-0 mt-0.5" },
+                        react_1.default.createElement("circle", { cx: "6", cy: "6", r: "5", stroke: "#FB9A1D", strokeWidth: "1" }),
+                        react_1.default.createElement("path", { d: "M6 4v2.5M6 8h.005", stroke: "#FB9A1D", strokeWidth: "1", strokeLinecap: "round" })),
+                    dataQualityNote)),
+                interactionWarning && (react_1.default.createElement("div", { className: "rounded-[10px] mb-5 text-[11px] text-tax-axis-text-2 font-tax-axis-body", style: { background: "rgba(251,154,29,0.04)", border: "1px solid rgba(251,154,29,0.15)", padding: "10px 14px" } }, interactionWarning)),
                 BUCKETS.map(({ key, label, desc }) => {
                     const items = dashEligible.filter((s) => s.timelineBucket === key);
                     if (!items.length)
@@ -488,7 +557,8 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                                     s.cost && s.cost !== "$0" && (react_1.default.createElement("span", { className: "text-[11px] font-semibold font-tax-axis-mono", style: { color: "#FB9A1D" } }, s.cost)))));
                         })));
                 }),
-                react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onDownloadClient, className: "w-full mt-1.5" }, "Download Client Summary"))),
+                react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onDownloadClient, className: "w-full mt-1.5" }, "Download Client Summary"),
+                clientSummaryClosing && (react_1.default.createElement("div", { className: "mt-4 text-[11px] text-tax-axis-text-3 leading-[1.65] font-tax-axis-body", style: { borderTop: "1px solid rgba(36,131,132,0.08)", paddingTop: 14 } }, clientSummaryClosing)))),
             react_1.default.createElement(DashboardActions_1.DashboardActions, { profile: profile, dashEligible: dashEligible, computed: computed, onDownloadPreparer: onDownloadPreparer, onPresent: onPresent, onSend: onSend, onReset: onReset }))),
         enrichedSelected && (react_1.default.createElement(StrategyDetailPanel_1.StrategyDetailPanel, { s: enrichedSelected, profile: profile, computed: computed, onClose: () => setSelected(null) }))));
 }

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

@@ -16,12 +16,14 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     }>;
     onDeleteDocument?: (documentId: string) => Promise<void>;
     fetchUploadedDocuments?: () => Promise<Array<{
+        documentId?: string;
         fileName: string;
         status: string;
         documentType?: string | null;
         parseError?: string | null;
         updatedAt?: string | null;
         parsedData?: Record<string, unknown> | null;
+        reviewedData?: Record<string, unknown> | null;
     }>>;
     parsedFieldCounts?: Record<string, number>;
     jobId?: string;