@paro.io/expert-shared-components 1.14.57 → 1.14.59

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

@@ -54,4 +54,5 @@ export type TaxAxisApi = {
     updateReport: (reportId: string, reviewedReport: Record<string, unknown>) => Promise<any>;
     generatePdf: (sessionId: string) => Promise<any>;
     getArtifacts: (sessionId: string) => Promise<any[]>;
+    importQboReport?: (sessionId: string, expertId: string, year: number, reportType: string) => Promise<any>;
 };

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

@@ -1,3 +1,3 @@
 import type { TaxAxisShellProps } from './types';
-export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, }: TaxAxisShellProps) => JSX.Element;
+export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
 export default TaxAxisShell;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -135,7 +135,7 @@ function ShellContainer({ children, fullWidth = false, }) {
     return (react_1.default.createElement("div", { className: 'min-h-screen bg-tax-axis-navy text-white font-tax-axis-body' },
         react_1.default.createElement("div", { className: 'max-w-[960px] mx-auto px-5 py-7' }, children)));
 }
-const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, }) => {
+const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }) => {
     const [step, setStep] = (0, react_1.useState)('SESSION_SETUP');
     const [profile, setProfile] = (0, react_1.useState)(initialProfile ? Object.assign({}, initialProfile) : null);
     const [sessionId, setSessionId] = (0, react_1.useState)(initialSessionId || null);
@@ -147,6 +147,12 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     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);
+    // QBO state driven by EPS props — not localStorage
+    const [qboConnectedState, setQboConnectedState] = (0, react_1.useState)(!!qboConnected);
+    const [qboCompanyNameState, setQboCompanyNameState] = (0, react_1.useState)(qboCompanyName !== null && qboCompanyName !== void 0 ? qboCompanyName : null);
+    // Sync if parent re-fetches EPS data
+    react_1.default.useEffect(() => { setQboConnectedState(!!qboConnected); }, [qboConnected]);
+    react_1.default.useEffect(() => { setQboCompanyNameState(qboCompanyName !== null && qboCompanyName !== void 0 ? qboCompanyName : null); }, [qboCompanyName]);
     // 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]);
@@ -300,6 +306,17 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     const handleDeleteDocument = (0, react_1.useCallback)((documentId) => __awaiter(void 0, void 0, void 0, function* () {
         yield taxAxisApi.deleteDocument(documentId);
     }), [taxAxisApi]);
+    const handleImportQboReport = (0, react_1.useCallback)((sid, _realmId, reportType, _accountingMethod, year) => __awaiter(void 0, void 0, void 0, function* () {
+        var _a;
+        if (!taxAxisApi.importQboReport) {
+            throw new Error('QBO import is not available.');
+        }
+        if (!expertId) {
+            throw new Error('Expert ID is required for QBO import.');
+        }
+        const taxYear = (_a = year !== null && year !== void 0 ? year : Number(profile === null || profile === void 0 ? void 0 : profile.year)) !== null && _a !== void 0 ? _a : new Date().getFullYear();
+        return taxAxisApi.importQboReport(sid, expertId, taxYear, reportType);
+    }), [taxAxisApi, expertId, profile]);
     const pollForResult = (0, react_1.useCallback)((sid) => __awaiter(void 0, void 0, void 0, function* () {
         const POLL_INTERVAL_MS = 4000;
         const MAX_ATTEMPTS = 4500; // 300 minutes max
@@ -409,6 +426,28 @@ 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("div", { className: "flex items-center justify-between rounded-lg px-4 py-3 mb-5", style: {
+                            background: '#1A1F3A',
+                            border: '1px solid #2E3160',
+                        } },
+                        react_1.default.createElement("div", { className: "flex items-center gap-3 min-w-0" },
+                            react_1.default.createElement("span", { className: "text-[14px] font-semibold text-white font-tax-axis-body truncate max-w-[160px] sm:max-w-none" }, profile.bizName || 'Untitled Client'),
+                            profile.entity && (react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono flex-shrink-0", style: {
+                                    padding: '2px 8px',
+                                    borderRadius: 4,
+                                    background: 'rgba(36,131,132,0.10)',
+                                    border: '1px solid rgba(36,131,132,0.25)',
+                                    color: '#A1E5E6',
+                                    letterSpacing: '0.03em',
+                                } }, profile.entity)),
+                            profile.year && (react_1.default.createElement("span", { className: "hidden sm:inline text-[12px] text-tax-axis-text-3 font-tax-axis-body flex-shrink-0" },
+                                "TY ",
+                                profile.year))),
+                        react_1.default.createElement("button", { onClick: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), className: "text-[11px] font-semibold font-tax-axis-mono cursor-pointer flex-shrink-0 rounded-md px-3 py-1", style: {
+                                background: 'rgba(99,102,241,0.12)',
+                                border: '1px solid rgba(99,102,241,0.30)',
+                                color: '#a5b4fc',
+                            } }, "Edit")),
                     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) {
@@ -430,7 +469,13 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                             });
                         }), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
                             yield taxAxisApi.saveReviewedData(documentId, reviewedData);
-                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP') })));
+                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), qboConnected: qboConnectedState, qboCompanyName: qboCompanyNameState, qboAuthorizeUrl: qboAuthorizeUrl, qboClientConfirmed: qboConnectedState, onImportQboReport: taxAxisApi.importQboReport ? handleImportQboReport : undefined, onQboConnected: (companyName) => {
+                            setQboConnectedState(true);
+                            setQboCompanyNameState(companyName);
+                        }, onQboDisconnected: () => {
+                            setQboConnectedState(false);
+                            setQboCompanyNameState(null);
+                        } })));
             case 'PROCESSING':
                 return (react_1.default.createElement(ShellContainer, null,
                     react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, reportReady: reportReady, onComplete: () => setStep('DASHBOARD') })));
@@ -469,6 +514,11 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         adapted,
         reportReady,
         parsedDocuments,
+        qboConnectedState,
+        qboCompanyNameState,
+        qboAuthorizeUrl,
+        expertId,
+        handleImportQboReport,
     ]);
     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/components/TaxAxis/types.d.ts

@@ -13,4 +13,9 @@ export type TaxAxisShellProps = {
         freelancerId: number;
         clientId?: number | null;
     };
+    qboAuthorizeUrl?: string;
+    qboGetClientsUrl?: string;
+    expertId?: string;
+    qboConnected?: boolean;
+    qboCompanyName?: string | null;
 };

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

@@ -70,10 +70,10 @@ function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer,
                             "across ",
                             dashEligible.length,
                             " strategies \u2014 use this to close the engagement or expand scope."),
-                        react_1.default.createElement("div", { className: "flex gap-2.5 flex-wrap" },
-                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onSend }, "Send Report to Client"),
-                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent }, "Present to Client"),
-                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary" }, "Generate Engagement Letter")))),
+                        react_1.default.createElement("div", { className: "flex flex-col sm:flex-row gap-2.5 flex-wrap" },
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onSend, className: "w-full sm:w-auto" }, "Send Report to Client"),
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent, className: "w-full sm:w-auto" }, "Present to Client"),
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", className: "w-full sm:w-auto" }, "Generate Engagement Letter")))),
                 react_1.default.createElement("div", { className: "flex gap-4 mt-4 pt-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.15)" } }, [
                     { v: "3x", l: "Faster than Manual" },
                     { v: String(dashEligible.length), l: "Strategies Found" },

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

@@ -23,10 +23,9 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
     const fmtHero = (k) => k >= 1000 ? "$" + (k / 1000).toFixed(1) + "M" : "$" + k + "K";
     const riskVal = parseInt(profile.riskTolerance) || 3;
     const riskLabels = ["", "Very Conservative", "Conservative", "Moderate", "Aggressive", "Very Aggressive"];
-    return (react_1.default.createElement("div", { className: "relative overflow-hidden rounded-2xl mb-5", style: {
+    return (react_1.default.createElement("div", { className: "relative overflow-hidden rounded-2xl mb-5 p-4 sm:p-8", style: {
             background: "radial-gradient(ellipse at 30% 0%, rgba(36,131,132,0.08) 0%, transparent 60%), #0E1132",
             border: "1px solid rgba(36,131,132,0.12)",
-            padding: "32px 32px 28px",
             boxShadow: "0 4px 20px rgba(6,8,33,0.3)",
         } },
         react_1.default.createElement("div", { className: "absolute inset-0 opacity-[0.02]", style: {
@@ -79,13 +78,13 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
             profile.cpaName && (react_1.default.createElement("div", { className: "text-xs text-tax-axis-text-3 mt-1" },
                 "Preparer: ",
                 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 },
+            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-4 sm:flex sm:gap-6 mt-[22px] pt-[18px]", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } }, [
+                { v: confidenceTier ? confidenceTier.replace(/-DATA$/, "").replace(/-/g, " ") : "—", u: "", l: "Confidence Tier", warn: false, ok: !!confidenceTier },
                 { v: String(strategyCount), u: "", l: "Strategies Identified", warn: false, ok: false },
                 {
-                    v: dataConfirmed ? "Done" : String(reviewUnreviewed),
+                    v: dataConfirmed ? "Verified" : String(reviewUnreviewed),
                     u: "",
-                    l: dataConfirmed ? "Data Confirmed" : "Need Review",
+                    l: "Data Quality",
                     warn: !dataConfirmed && reviewUnreviewed > 0,
                     ok: dataConfirmed,
                 },

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

@@ -103,13 +103,11 @@ function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
     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: {
-                width: 520,
-                maxWidth: "calc(100vw - 24px)",
+        react_1.default.createElement("div", { className: "fixed bottom-0 left-0 right-0 md:top-0 md:left-auto md:right-0 md:bottom-0 z-[201] flex flex-col w-full md:w-[520px] max-h-[85vh] md:max-h-none overflow-y-auto border-t border-tax-axis-border md:border-t-0 md:border-l", style: {
                 background: "#0E1132",
-                borderLeft: "1px solid rgba(36,131,132,0.12)",
                 boxShadow: "-8px 0 40px rgba(6,8,33,0.6)",
             } },
+            react_1.default.createElement("div", { className: "w-10 h-1 rounded-full bg-tax-axis-text-4 mx-auto my-2 md:hidden" }),
             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,

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

@@ -32,7 +32,6 @@ const useEngineOutput_1 = require("../../lib/adapters/useEngineOutput");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
 const DashboardSummary_1 = require("./DashboardSummary");
-const DashboardTopBar_1 = require("./DashboardTopBar");
 const DashboardActions_1 = require("./DashboardActions");
 const StrategyTile_1 = require("./StrategyTile");
 const StrategyDetailPanel_1 = require("./StrategyDetailPanel");
@@ -244,7 +243,7 @@ const BUCKETS = [
     { key: "90d", label: "Within 90 Days", desc: "Structural changes — new accounts or plan setup" },
 ];
 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;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u;
     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;
@@ -340,29 +339,25 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
         return map;
     }, [uncalculated]);
     const [uncalcExpanded, setUncalcExpanded] = (0, react_1.useState)(false);
+    const [excludedExpanded, setExcludedExpanded] = (0, react_1.useState)(false);
+    const [riskExpanded, setRiskExpanded] = (0, react_1.useState)(false);
     return (react_1.default.createElement("div", null,
-        hasLlm && (llmResult === null || llmResult === void 0 ? void 0 : llmResult.meta) && (react_1.default.createElement("div", { className: "rounded-lg mb-3 px-4 py-2.5 flex items-center justify-between text-[11px] font-tax-axis-mono", style: {
-                background: "rgba(36,131,132,0.06)",
-                border: "1px solid rgba(36,131,132,0.15)",
-                color: "#9498B8",
-            } },
-            react_1.default.createElement("span", null,
-                "Source: ",
-                react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" }, llmResult.meta.provider),
-                " · ",
-                llmResult.meta.parsedDocumentCount,
-                " documents parsed",
-                " · ",
-                ((_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("style", null, `
+        @media print {
+          * { print-color-adjust: exact; -webkit-print-color-adjust: exact; }
+          .MuiDrawer-root, .MuiDrawer-paper, .MuiDrawer-permanent,
+          .MuiAppBar-root { display: none !important; }
+          .tax-axis-no-print { display: none !important; }
+          body { background: white !important; }
+          .min-h-screen.bg-tax-axis-navy { background: white !important; }
+          .flex.flex-col.w-full { margin-top: 0 !important; margin-left: 0 !important; }
+          main.w-full { width: 100% !important; margin: 0 !important; padding: 0 !important; }
+          .rounded-\\[14px\\] { page-break-inside: avoid; break-inside: avoid; }
+          .rounded-2xl { page-break-inside: avoid; break-inside: avoid; }
+        }
+      `),
         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,
+        false && (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" },
@@ -415,8 +410,8 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
                         border: "1px solid rgba(15,110,86,0.25)",
                         color: "#0F6E56",
                     } }, "View Report"))))),
-        topTab === "report" && dataConfirmed && (react_1.default.createElement("div", null,
-            react_1.default.createElement("div", { className: "flex gap-0 mb-5", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } }, [["report", "Preparer Report"], ["client", "Client Summary"]].map(([id, lbl]) => (react_1.default.createElement("button", { key: id, onClick: () => setReportTab(id), className: "bg-transparent border-0 font-tax-axis-body mr-6", style: {
+        (react_1.default.createElement("div", null,
+            react_1.default.createElement("div", { className: "flex gap-0 mb-5 tax-axis-no-print", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } }, [["report", "Preparer Report"], ["client", "Client Summary"]].map(([id, lbl]) => (react_1.default.createElement("button", { key: id, onClick: () => setReportTab(id), className: "bg-transparent border-0 font-tax-axis-body mr-6", style: {
                     padding: "10px 0",
                     fontSize: 14,
                     fontWeight: reportTab === id ? 600 : 400,
@@ -466,20 +461,14 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
                         const clo = (_d = (_c = computed.get(s.rank)) === null || _c === void 0 ? void 0 : _c.lo) !== null && _d !== void 0 ? _d : s.lo;
                         const w = (chi / maxSavings) * 100;
                         return (react_1.default.createElement("div", { key: s.rank, className: "flex items-center gap-3 cursor-pointer", style: { marginBottom: chartExpanded ? 14 : 10 }, onClick: () => setSelected(s) },
-                            react_1.default.createElement("span", { className: "text-tax-axis-text font-tax-axis-body flex-shrink-0 overflow-hidden text-ellipsis whitespace-nowrap", style: {
-                                    fontSize: chartExpanded ? 13 : 12,
-                                    width: chartExpanded ? 180 : 140,
-                                } }, s.name),
+                            react_1.default.createElement("span", { className: `text-tax-axis-text font-tax-axis-body flex-shrink-0 overflow-hidden text-ellipsis whitespace-nowrap ${chartExpanded ? "w-[100px] sm:w-[180px] text-[13px]" : "w-[100px] sm:w-[140px] text-[12px]"}` }, s.name),
                             react_1.default.createElement("div", { className: "flex-1 bg-tax-axis-surface-2 rounded-sm overflow-hidden", style: { height: chartExpanded ? 10 : 6 } },
                                 react_1.default.createElement("div", { className: "h-full rounded-sm", style: {
                                         width: `${w}%`,
                                         background: "linear-gradient(90deg, #248384, #A1E5E6)",
                                         transition: "width 0.8s cubic-bezier(.16,1,.3,1)",
                                     } })),
-                            react_1.default.createElement("span", { className: "font-semibold text-tax-axis-teal-light font-tax-axis-mono flex-shrink-0 text-right", style: {
-                                    fontSize: chartExpanded ? 13 : 12,
-                                    width: chartExpanded ? 100 : 80,
-                                } },
+                            react_1.default.createElement("span", { className: `font-semibold text-tax-axis-teal-light font-tax-axis-mono flex-shrink-0 text-right ${chartExpanded ? "w-[60px] sm:w-[100px] text-[13px]" : "w-[60px] sm:w-[80px] text-[12px]"}` },
                                 fmtK(clo),
                                 "\u2013",
                                 fmtK(chi))));
@@ -497,7 +486,7 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
                         dashEligible.length,
                         " Strategies"),
                     react_1.default.createElement("span", { className: "font-normal normal-case tracking-normal text-tax-axis-text-2 text-xs font-tax-axis-body" }, "Click to explore")),
-                react_1.default.createElement("div", { className: "grid grid-cols-2 gap-2.5 mb-4" },
+                react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-2.5 mb-4" },
                     calculable.map((s, i) => {
                         var _a, _b;
                         const c = computed.get(s.rank);
@@ -566,29 +555,46 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
                         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))))))),
-                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))))),
+                engagementRecs.length > 0 && (react_1.default.createElement("div", { className: "mb-4" },
+                    react_1.default.createElement("div", { className: "text-[13px] font-bold text-white uppercase tracking-widest font-tax-axis-head mb-3" }, "CPA Engagement Notes"),
+                    react_1.default.createElement("div", { className: "flex flex-col gap-3" }, engagementRecs.map((rec, i) => {
+                        const colonIdx = rec.indexOf(":");
+                        const hasLabel = colonIdx > 0 && colonIdx < 60;
+                        const label = hasLabel ? rec.slice(0, colonIdx).trim() : null;
+                        const body = hasLabel ? rec.slice(colonIdx + 1).trim() : rec;
+                        return (react_1.default.createElement("div", { key: i, className: "rounded-[10px] p-4", style: {
+                                background: "#0E1132",
+                                border: "1px solid rgba(36,131,132,0.12)",
+                                borderLeft: "3px solid rgba(36,131,132,0.4)",
+                            } },
+                            label && (react_1.default.createElement("div", { className: "text-xs font-semibold tracking-wide text-tax-axis-teal-light font-tax-axis-mono mb-1.5 uppercase" }, label)),
+                            react_1.default.createElement("div", { className: "text-[12px] text-tax-axis-text leading-[1.7] font-tax-axis-body" }, body)));
+                    })))),
                 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))))),
+                riskDisclosures.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4 overflow-hidden", style: { background: "rgba(251,154,29,0.04)", border: "1px solid rgba(251,154,29,0.15)" } },
+                    react_1.default.createElement("div", { className: "px-5 py-3.5 flex items-center justify-between cursor-pointer", onClick: () => setRiskExpanded(p => !p) },
+                        react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text-2 font-tax-axis-body" }, "Risk disclosures & IRC \u00A76694 notices"),
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none", style: { transform: riskExpanded ? "rotate(180deg)" : "none", transition: "transform .2s" } },
+                            react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
+                    riskExpanded && (react_1.default.createElement("div", { style: { borderTop: "1px solid rgba(251,154,29,0.12)", padding: "12px 20px" } }, 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" },
+                    react_1.default.createElement("div", { className: "px-5 py-3.5 flex items-center justify-between cursor-pointer", onClick: () => setExcludedExpanded(p => !p) },
+                        react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text-2 font-tax-axis-body" },
                             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" } },
+                            " strategies screened \u2014 not applicable to this client"),
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none", style: { transform: excludedExpanded ? "rotate(180deg)" : "none", transition: "transform .2s" } },
+                            react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
+                    excludedExpanded && (react_1.default.createElement("div", { style: { borderTop: "1px solid rgba(148,152,184,0.1)" } }, 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"))) : (
+                            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("div", { className: "tax-axis-no-print" },
+                    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,
                 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" },
@@ -654,8 +660,10 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
                                     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("div", { className: "tax-axis-no-print" },
+                    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 }))),
+            react_1.default.createElement("div", { className: "tax-axis-no-print" },
+                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/DocumentCard.d.ts

@@ -5,6 +5,7 @@ export interface DocState extends DocSpec {
     status: DocStatus;
     fileName: string | null;
     parseError?: string | null;
+    qboSource?: boolean;
 }
 interface DocumentCardProps {
     doc: DocState;

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

@@ -45,7 +45,7 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
             borderRadius: "0 10px 10px 0",
             boxShadow: "0 2px 12px rgba(6,8,33,0.5)",
         } },
-        react_1.default.createElement("div", { className: "px-4 py-3 flex gap-3 items-center" },
+        react_1.default.createElement("div", { className: "px-4 py-3 flex flex-col sm:flex-row gap-3 items-start sm:items-center" },
             react_1.default.createElement("div", { className: "w-9 h-9 rounded-lg flex items-center justify-center flex-shrink-0", style: {
                     background: ss.iconBg,
                     border: `1px solid ${ss.iconBorder}`,
@@ -63,13 +63,29 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
                 react_1.default.createElement("div", { className: "flex items-center gap-1.5" },
                     react_1.default.createElement("span", { className: "text-[13px] font-medium text-white font-tax-axis-body" }, doc.name),
                     doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText)),
-                    doc.status === "failed" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "red", size: "xs" }, "FAILED"))),
+                    doc.status === "failed" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "red", size: "xs" }, "FAILED")),
+                    doc.status === "valid" && doc.qboSource && (react_1.default.createElement(react_1.default.Fragment, null,
+                        react_1.default.createElement("span", { style: {
+                                fontSize: 9,
+                                fontWeight: 700,
+                                letterSpacing: "0.05em",
+                                padding: "1px 6px",
+                                borderRadius: 3,
+                                background: "rgba(44,160,28,0.1)",
+                                border: "1px solid rgba(44,160,28,0.2)",
+                                color: "#2CA01C",
+                            } }, "QUICKBOOKS"),
+                        react_1.default.createElement("span", { style: {
+                                fontSize: 9,
+                                fontWeight: 600,
+                                color: "#2CA01C",
+                            } }, "Synced")))),
                 react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, doc.status === "valid" && doc.fileName
                     ? `${doc.fileName}${fieldCount ? ` \u00b7 ${fieldCount} fields extracted` : ""}`
                     : doc.status === "failed" && doc.parseError
                         ? doc.parseError
                         : ((_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help)))),
-            react_1.default.createElement("div", { className: "flex items-center gap-2 flex-shrink-0" },
+            react_1.default.createElement("div", { className: "flex items-center gap-2 flex-shrink-0 w-full sm:w-auto" },
                 doc.status === "valid" && (react_1.default.createElement(react_1.default.Fragment, null,
                     react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
                         react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "2", strokeLinecap: "round" })),

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

@@ -28,5 +28,16 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     parsedFieldCounts?: Record<string, number>;
     jobId?: string;
     onSaveReviewedField?: (documentId: string, reviewedData: Record<string, unknown>) => Promise<void>;
+    qboConnected?: boolean;
+    qboCompanyName?: string | null;
+    qboAuthorizeUrl?: string;
+    onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string) => Promise<any>;
+    onQboConnected?: (companyName: string) => void;
+    onQboDisconnected?: () => void;
+    onQboImport?: (mappedDocs: {
+        slot: string;
+        fileName: string;
+    }[]) => void;
+    qboClientConfirmed?: boolean;
 }
-export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;