@paro.io/expert-shared-components 1.14.57 → 1.14.60

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (80) hide show
  1. package/lib/README.md +2 -0
  2. package/lib/components/DocumentCenter/MultiFileUploadSection.js +121 -220
  3. package/lib/components/TaxAxis/TaxAxisApi.d.ts +2 -0
  4. package/lib/components/TaxAxis/TaxAxisShell.d.ts +1 -1
  5. package/lib/components/TaxAxis/TaxAxisShell.js +104 -5
  6. package/lib/components/TaxAxis/types.d.ts +5 -0
  7. package/lib/components/shared/UploadClient.d.ts +1 -2
  8. package/lib/components/shared/UploadClient.js +2 -6
  9. package/lib/index.d.ts +13 -2
  10. package/lib/index.js +27 -3
  11. package/lib/package.json +68 -0
  12. package/lib/tax-axis/components/clientReport/ExecutiveSummary.d.ts +1 -4
  13. package/lib/tax-axis/components/clientReport/ExecutiveSummary.js +6 -10
  14. package/lib/tax-axis/components/clientReport/Methodology.js +2 -2
  15. package/lib/tax-axis/components/clientReport/RecommendedStrategies.d.ts +1 -6
  16. package/lib/tax-axis/components/clientReport/RecommendedStrategies.js +24 -26
  17. package/lib/tax-axis/components/clientReport/StrategyCard.d.ts +1 -1
  18. package/lib/tax-axis/components/clientReport/StrategyCard.js +23 -39
  19. package/lib/tax-axis/components/clientReport/TaxAxisClientReport.d.ts +2 -8
  20. package/lib/tax-axis/components/clientReport/TaxAxisClientReport.js +7 -9
  21. package/lib/tax-axis/components/dashboard/DashboardActions.js +4 -5
  22. package/lib/tax-axis/components/dashboard/DashboardSummary.d.ts +1 -6
  23. package/lib/tax-axis/components/dashboard/DashboardSummary.js +4 -14
  24. package/lib/tax-axis/components/dashboard/StrategyDetailPanel.d.ts +1 -1
  25. package/lib/tax-axis/components/dashboard/StrategyDetailPanel.js +91 -120
  26. package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts +2 -59
  27. package/lib/tax-axis/components/dashboard/TaxAxisDashboard.js +36 -412
  28. package/lib/tax-axis/components/documents/DocumentCard.d.ts +3 -7
  29. package/lib/tax-axis/components/documents/DocumentCard.js +12 -65
  30. package/lib/tax-axis/components/documents/DocumentTier.d.ts +2 -5
  31. package/lib/tax-axis/components/documents/DocumentTier.js +2 -2
  32. package/lib/tax-axis/components/documents/TaxAxisDocuments.d.ts +1 -25
  33. package/lib/tax-axis/components/documents/TaxAxisDocuments.js +52 -267
  34. package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.d.ts +13 -0
  35. package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.js +180 -0
  36. package/lib/tax-axis/components/documents/qbo/QboClientSelectorModal.d.ts +10 -0
  37. package/lib/tax-axis/components/documents/qbo/QboClientSelectorModal.js +155 -0
  38. package/lib/tax-axis/components/documents/qbo/QboConnectBanner.d.ts +9 -0
  39. package/lib/tax-axis/components/documents/qbo/QboConnectBanner.js +55 -0
  40. package/lib/tax-axis/components/documents/qbo/QboDocumentMappingModal.d.ts +10 -0
  41. package/lib/tax-axis/components/documents/qbo/QboDocumentMappingModal.js +202 -0
  42. package/lib/tax-axis/components/documents/qbo/QboImportingModal.d.ts +8 -0
  43. package/lib/tax-axis/components/documents/qbo/QboImportingModal.js +75 -0
  44. package/lib/tax-axis/components/documents/qbo/QboPermissionsModal.d.ts +8 -0
  45. package/lib/tax-axis/components/documents/qbo/QboPermissionsModal.js +126 -0
  46. package/lib/tax-axis/components/documents/qbo/index.d.ts +8 -0
  47. package/lib/tax-axis/components/documents/qbo/index.js +17 -0
  48. package/lib/tax-axis/components/documents/qbo/qboConstants.d.ts +24 -0
  49. package/lib/tax-axis/components/documents/qbo/qboConstants.js +71 -0
  50. package/lib/tax-axis/components/documents/qbo/types.d.ts +43 -0
  51. package/lib/tax-axis/components/documents/qbo/types.js +3 -0
  52. package/lib/tax-axis/components/documents/qbo/useQboFlow.d.ts +19 -0
  53. package/lib/tax-axis/components/documents/qbo/useQboFlow.js +207 -0
  54. package/lib/tax-axis/components/extractionReview/TaxAxisExtractionReview.js +17 -17
  55. package/lib/tax-axis/components/intake/ClientParametersSection.js +29 -13
  56. package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts +2 -1
  57. package/lib/tax-axis/components/intake/IntakeCtaCards.js +13 -6
  58. package/lib/tax-axis/components/intake/TaxAxisIntake.js +44 -5
  59. package/lib/tax-axis/components/intake/intakeSchema.d.ts +3 -0
  60. package/lib/tax-axis/components/intake/intakeSchema.js +4 -2
  61. package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts +2 -26
  62. package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.js +4 -15
  63. package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts +1 -3
  64. package/lib/tax-axis/components/processing/TaxAxisProcessing.js +31 -102
  65. package/lib/tax-axis/components/prospectReport/ProspectPrintView.js +2 -0
  66. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts +8 -1
  67. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js +5 -5
  68. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts +27 -1
  69. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js +43 -25
  70. package/lib/tax-axis/index.d.ts +0 -4
  71. package/lib/tax-axis/index.js +1 -6
  72. package/lib/tax-axis/lib/adapters/useEngineOutput.d.ts +13 -138
  73. package/lib/tax-axis/lib/adapters/useEngineOutput.js +7 -156
  74. package/lib/tax-axis/lib/data/documents.d.ts +2 -3
  75. package/lib/tax-axis/lib/data/documents.js +25 -225
  76. package/lib/tax-axis/lib/data/strategies.js +9 -9
  77. package/lib/tax-axis/lib/documentFieldCatalog.d.ts +12 -7
  78. package/lib/tax-axis/lib/documentFieldCatalog.js +8 -805
  79. package/lib/tax-axis/lib/types/index.d.ts +1 -13
  80. package/package.json +1 -1
package/lib/README.md ADDED
@@ -0,0 +1,2 @@
1
+ # expert-shared-components
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+ Repository to store Components shared between the Expert Apps and Internal Apps
@@ -38,7 +38,6 @@ Object.defineProperty(exports, "__esModule", { value: true });
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  exports.MultiFileUploadSection = void 0;
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  const react_1 = __importStar(require("react"));
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  const core_1 = require("@material-ui/core");
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- const CheckCircle_1 = __importDefault(require("@material-ui/icons/CheckCircle"));
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  const ExpandMore_1 = __importDefault(require("@material-ui/icons/ExpandMore"));
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  const ExpandLess_1 = __importDefault(require("@material-ui/icons/ExpandLess"));
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  const date_fns_1 = require("date-fns");
@@ -71,13 +70,15 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
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  ? `${item === null || item === void 0 ? void 0 : item.id}_${index}`
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  : item === null || item === void 0 ? void 0 : item.split(" ").join("_").concat(index);
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  if (clientOptions) {
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- // Show only project name for project dropdown
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- if (projectName) {
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- newText = projectName;
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+ if (name && projectName) {
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+ newText = `${name} - ${projectName}`;
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  }
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  else if (name) {
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  newText = name;
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  }
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+ else if (projectName) {
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+ newText = projectName;
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+ }
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  else {
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  newText = "N/A";
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  }
@@ -93,6 +94,7 @@ const generateOptions = (array, clientOptions, isClientPortal) => {
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  });
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  };
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  const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadExpertClientFiles, uploadInternalFile, foldername, refetchFiles, legacyFreelancerId, freelancerName, freelancerEmail, isClientPortal = false, documentUploadUrl, showAsPage, }) => {
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+ var _a;
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  const [uploadItems, setUploadItems] = (0, react_1.useState)([]);
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  const [isUploading, setIsUploading] = (0, react_1.useState)(false);
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  const [showUploadSection, setShowUploadSection] = (0, react_1.useState)(true);
@@ -120,9 +122,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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  const excludedStatuses = ["complete", "completed", "doa", "churned"];
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  const isValidProject = projectStatus &&
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  !excludedStatuses.includes(projectStatus.toLowerCase());
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- // Filter out "System Fee" expert on client side
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- const isSystemFee = isClientPortal && (name === null || name === void 0 ? void 0 : name.toLowerCase()) === "system fee";
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- if (id && name && !isSystemFee) {
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+ if (id && name) {
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  if (!groups.has(id)) {
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  groups.set(id, {
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  expert: { id, name },
@@ -193,7 +193,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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  if (!selectedExpert)
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  return [];
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  return clientOptions.filter((opt) => {
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- var _a, _b, _c, _d;
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+ var _a, _b;
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  const isMatch = isClientPortal
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  ? ((_a = opt.freelancer) === null || _a === void 0 ? void 0 : _a.id) === selectedExpert.id
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  : ((_b = opt.client) === null || _b === void 0 ? void 0 : _b.id) === selectedExpert.id;
@@ -201,12 +201,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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  const excludedStatuses = ["complete", "completed", "doa", "churned"];
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  const isValidProject = projectStatus &&
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  !excludedStatuses.includes(projectStatus.toLowerCase());
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- // Filter out System Fee projects on client side
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- const expertName = isClientPortal
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- ? (_c = opt.freelancer) === null || _c === void 0 ? void 0 : _c.name
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- : (_d = opt.client) === null || _d === void 0 ? void 0 : _d.name;
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- const isSystemFee = isClientPortal && (expertName === null || expertName === void 0 ? void 0 : expertName.toLowerCase()) === "system fee";
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- return isMatch && isValidProject && !isSystemFee;
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+ return isMatch && isValidProject;
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  });
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  }, [selectedExpert, clientOptions, isClientPortal]);
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  // Check if all files have projects assigned (for multi-project experts/clients)
@@ -215,15 +210,6 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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  return true;
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  return uploadItems.every((item) => { var _a; return (_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value; });
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  }, [uploadItems, hasMultipleProjects]);
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- // Count files that need projects
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- const filesNeedingProjects = react_1.default.useMemo(() => {
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- if (!selectedExpert)
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- return 0;
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- return uploadItems.filter((item) => { var _a; return !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) && item.status !== "success"; }).length;
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- }, [uploadItems, selectedExpert]);
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- // Determine step states
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- const step1Complete = selectedExpert !== null;
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- const step2Complete = step1Complete && uploadItems.length > 0 && allFilesHaveProjects;
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  const handleFilesSelected = (files) => {
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  const newItems = files.map((file) => ({
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  id: `${Date.now()}-${Math.random().toString(36).substr(2, 9)}`,
@@ -425,198 +411,78 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
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  ".jpg",
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  ".png",
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  ], disabled: isUploading })),
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- uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { mb: 3 },
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- react_1.default.createElement(core_1.Typography, { variant: "h5", style: {
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- fontWeight: 700,
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- color: "#1a1a2e",
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- marginBottom: "4px",
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- } }, !paroDocuments
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- ? isClientPortal
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- ? "Send Files to Expert"
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- : "Send Files to Client"
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- : "Upload Documents"),
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- react_1.default.createElement(core_1.Typography, { variant: "body2", style: { color: "#8b8fa3" } }, "Choose a recipient, assign each file to a project, then upload."))),
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- !paroDocuments &&
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- expertGroups.length > 0 &&
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- uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
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- marginBottom: "24px",
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- borderRadius: "12px",
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- border: step1Complete
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- ? "2px solid #248384"
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- : "2px solid #a8a8a8",
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- backgroundColor: step1Complete ? "#FDFEFD" : "#fafafa",
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- overflow: "hidden",
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- } },
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- react_1.default.createElement(core_1.Box, { p: 2, style: {
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- backgroundColor: step1Complete ? "#F0FAF0" : "#f7f7f9",
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- borderBottom: "1px solid #f0f0f5",
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- display: "flex",
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- alignItems: "center",
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- gap: "12px",
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- } },
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- react_1.default.createElement(core_1.Box, { style: {
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- width: "24px",
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- height: "24px",
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- borderRadius: "50%",
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- backgroundColor: step1Complete ? "white" : "gray",
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- color: step1Complete ? "#248384" : "white",
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- display: "flex",
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- alignItems: "center",
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- justifyContent: "center",
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- fontSize: "13px",
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- fontWeight: 700,
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- flexShrink: 0,
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- } }, step1Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : ("1")),
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- react_1.default.createElement(core_1.Box, null,
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- react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
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- fontSize: "14px",
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- fontWeight: 600,
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- color: "#1a1a2e",
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- } }, "Select recipient"),
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- react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Who should receive these files?"))),
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- react_1.default.createElement(core_1.Box, { p: 2 },
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- react_1.default.createElement(core_1.Box, { display: "flex", flexWrap: "wrap", style: { gap: "10px" } }, expertGroups.map((group) => (react_1.default.createElement(core_1.Chip, { key: group.expert.id, label: react_1.default.createElement(core_1.Box, { display: "flex", alignItems: "center", style: { gap: "6px" } },
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- (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id && (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "20px" } })),
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- react_1.default.createElement("span", { style: { fontWeight: 600 } }, group.expert.name),
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- react_1.default.createElement("span", { style: {
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- fontSize: "11px",
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- fontWeight: 500,
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- padding: "2px 7px",
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- borderRadius: "10px",
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- backgroundColor: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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- ? "#e2e8f0"
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- : "#f0f1f4",
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- color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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- ? "#248384"
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- : "#8b8fa3",
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- } },
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- group.projects.length,
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- " ",
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- group.projects.length === 1
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- ? "project"
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- : "projects")), onClick: () => handleExpertSelection(group.expert), clickable: true, disabled: group.projects.length === 0, style: {
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- padding: "10px 18px",
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- height: "auto",
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- borderRadius: "8px",
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- border: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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- ? "2px solid #248384"
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- : "2px solid #e2e4ea",
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- backgroundColor: "#fff",
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- color: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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- ? "#248384"
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- : "#3d3f4a",
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- opacity: group.projects.length === 0 ? 0.5 : 1,
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- cursor: group.projects.length === 0
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- ? "not-allowed"
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- : "pointer",
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- } }))))))),
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- uploadItems.length > 0 && (react_1.default.createElement(core_1.Paper, { elevation: 0, style: {
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- marginBottom: "24px",
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- borderRadius: "12px",
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- border: step2Complete
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- ? "2px solid #248384"
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- : !paroDocuments && !step1Complete
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- ? "2px solid #e2e4ea"
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- : "2px solid #006cff",
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- backgroundColor: step2Complete
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- ? "#FDFEFD"
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- : !paroDocuments && !step1Complete
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- ? "#fafafa"
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- : "#ffffff",
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- overflow: "hidden",
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- opacity: !paroDocuments && !step1Complete ? 0.5 : 1,
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- pointerEvents: !paroDocuments && !step1Complete ? "none" : "auto",
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- } },
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- react_1.default.createElement(core_1.Box, { p: 2, style: {
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- backgroundColor: step2Complete
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- ? "#F0FAF0"
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- : !paroDocuments && !step1Complete
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- ? "#f7f7f9"
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- : "#f2f2f25e",
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- borderBottom: "1px solid #f0f0f5",
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- display: "flex",
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- alignItems: "center",
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- gap: "12px",
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- } },
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+ uploadItems.length > 0 &&
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+ !paroDocuments &&
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+ expertGroups.length > 0 && (react_1.default.createElement(core_1.Box, { mb: 3, p: 2, style: { backgroundColor: "#F7FAFC", borderRadius: "8px" } },
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+ react_1.default.createElement(core_1.Box, { display: "flex", alignItems: "center", mb: 2 },
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  react_1.default.createElement(core_1.Box, { style: {
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- width: "24px",
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- height: "24px",
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+ width: "32px",
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+ height: "32px",
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  borderRadius: "50%",
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- backgroundColor: step2Complete
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- ? "white"
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- : !paroDocuments && !step1Complete
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- ? "#ccc"
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- : "#006cff",
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- color: step2Complete ? "#248384" : "white",
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+ backgroundColor: "#48BB78",
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+ color: "white",
551
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  display: "flex",
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  alignItems: "center",
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  justifyContent: "center",
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- fontSize: "13px",
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- fontWeight: 700,
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- flexShrink: 0,
557
- } }, step2Complete ? (react_1.default.createElement(CheckCircle_1.default, { style: { fontSize: "28px" } })) : paroDocuments ? ("1") : ("2")),
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- react_1.default.createElement(core_1.Box, { flex: 1 },
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- react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: {
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- fontSize: "14px",
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- fontWeight: 600,
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- color: "#1a1a2e",
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- } }, "Assign files to projects"),
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- react_1.default.createElement(core_1.Typography, { variant: "caption", style: { fontSize: "12px", color: "#8b8fa3" } }, "Categorize each file and select its project")),
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- !paroDocuments && filesNeedingProjects > 0 && (react_1.default.createElement(core_1.Chip, { label: `${filesNeedingProjects} need${filesNeedingProjects === 1 ? "s" : ""} a project`, size: "small", style: {
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- fontSize: "11px",
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+ fontWeight: "bold",
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+ marginRight: "12px",
429
+ } }, "1"),
430
+ react_1.default.createElement(core_1.Typography, { variant: "subtitle1", style: { fontWeight: 600 } }, isClientPortal
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+ ? "SEND TO EXPERT — select who these files are for"
432
+ : "SEND TO CLIENT — select which client these files are for")),
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+ react_1.default.createElement(core_1.Box, { display: "flex", flexWrap: "wrap", style: { gap: "8px" } }, expertGroups.map((group) => (react_1.default.createElement(core_1.Chip, { key: group.expert.id, label: react_1.default.createElement(core_1.Box, null,
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+ react_1.default.createElement("strong", null, group.expert.name),
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+ react_1.default.createElement(core_1.Box, { component: "span", ml: 1, style: { color: "#718096" } },
436
+ group.projects.length,
437
+ " ",
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+ group.projects.length === 1
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+ ? "project"
440
+ : "projects")), onClick: () => handleExpertSelection(group.expert), clickable: true, disabled: group.projects.length === 0, color: "default", style: {
441
+ padding: "8px 12px",
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+ height: "auto",
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+ borderRadius: "20px",
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+ border: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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+ ? "2px solid #3182CE"
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+ : "1px solid #CBD5E0",
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+ backgroundColor: (selectedExpert === null || selectedExpert === void 0 ? void 0 : selectedExpert.id) === group.expert.id
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+ ? "#EBF8FF"
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+ : "white",
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+ opacity: group.projects.length === 0 ? 0.5 : 1,
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+ cursor: group.projects.length === 0
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+ ? "not-allowed"
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+ : "pointer",
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+ } })))),
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+ selectedExpert && hasSingleProject && (react_1.default.createElement(core_1.Box, { mt: 2 },
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+ react_1.default.createElement(core_1.Chip, { label: "AUTO-ASSIGNED", size: "small", style: {
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+ backgroundColor: "#C6F6D5",
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+ color: "#22543D",
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  fontWeight: 600,
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- padding: "4px 10px",
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- backgroundColor: "#FFF3E0",
570
- color: "#E65100",
571
- } }))),
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- react_1.default.createElement(core_1.Box, { p: 2 },
460
+ } }),
461
+ react_1.default.createElement(core_1.Typography, { variant: "caption", style: { marginLeft: "8px", color: "#718096" } },
462
+ ((_a = selectedExpertProjects[0]) === null || _a === void 0 ? void 0 : _a.name) || "Project",
463
+ " \u2014 only project with ",
464
+ selectedExpert.name))),
465
+ selectedExpert && hasMultipleProjects && (react_1.default.createElement(core_1.Box, { mt: 2 },
466
+ react_1.default.createElement(core_1.Chip, { label: `${selectedExpertProjects.length} PROJECTS`, size: "small", style: {
467
+ backgroundColor: "#FEF5E7",
468
+ color: "#D97706",
469
+ fontWeight: 600,
470
+ }, icon: react_1.default.createElement(base_icons_1.IconExclamation, { stroke: "#D97706" }) }),
471
+ react_1.default.createElement(core_1.Typography, { variant: "caption", style: { marginLeft: "8px", color: "#718096" } }, "Select which project each file is for below"))))),
472
+ uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, null,
473
+ react_1.default.createElement(core_1.Box, null,
573
474
  react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 }, uploadItems.map((item, index) => {
574
- var _a, _b, _c;
575
- const needsProject = !paroDocuments && !((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value);
475
+ var _a;
576
476
  return (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, key: item.id },
577
477
  react_1.default.createElement(core_1.Paper, { elevation: 1, style: {
578
478
  padding: "12px 16px",
579
- backgroundColor: needsProject ? "#FFFBF5" : "white",
580
- border: needsProject
581
- ? "2px solid #FFE0B2"
582
- : "1.5px solid #f0f1f4",
583
- borderRadius: "10px",
479
+ backgroundColor: "white",
480
+ border: "1px solid #E2E8F0",
481
+ borderRadius: "4px",
584
482
  } },
585
483
  react_1.default.createElement(core_1.Grid, { container: true, spacing: 2 },
586
- react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: {
587
- display: "flex",
588
- alignItems: "center",
589
- } },
590
- react_1.default.createElement(core_1.Box, { style: {
591
- width: "36px",
592
- height: "42px",
593
- borderRadius: "4px",
594
- display: "flex",
595
- alignItems: "flex-end",
596
- justifyContent: "center",
597
- paddingBottom: "4px",
598
- fontSize: "10px",
599
- fontWeight: 700,
600
- letterSpacing: "0.5px",
601
- textTransform: "uppercase",
602
- backgroundColor: item.file.name.endsWith(".csv")
603
- ? "#E8F5E9"
604
- : item.file.name.endsWith(".pdf")
605
- ? "#FFF3E0"
606
- : "#E3F2FD",
607
- border: item.file.name.endsWith(".csv")
608
- ? "1.5px solid #A5D6A7"
609
- : item.file.name.endsWith(".pdf")
610
- ? "1.5px solid #FFCC80"
611
- : "1.5px solid #90CAF9",
612
- color: item.file.name.endsWith(".csv")
613
- ? "#248384"
614
- : item.file.name.endsWith(".pdf")
615
- ? "#E65100"
616
- : "#1976D2",
617
- } }, ((_b = item.file.name
618
- .split(".")
619
- .pop()) === null || _b === void 0 ? void 0 : _b.toUpperCase()) || "FILE")),
484
+ react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: "auto", style: { display: "flex", alignItems: "center" } },
485
+ react_1.default.createElement(base_icons_1.IconDocument, { size: "lg" })),
620
486
  react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: true },
621
487
  react_1.default.createElement(base_ui_1.Input, { type: "text", value: item.documentName, onChange: (e) => updateItem(item.id, {
622
488
  documentName: e.target.value,
@@ -645,8 +511,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
645
511
  }
646
512
  }, options: documentTypeOptions, disabled: item.status === "uploading" ||
647
513
  item.status === "success", required: false })),
648
- paroDocuments &&
649
- item.docType === "EO Insurance" && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3, style: { marginTop: "5px" } },
514
+ paroDocuments && item.docType === "EO Insurance" && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3, style: { marginTop: "5px" } },
650
515
  react_1.default.createElement(core_1.TextField, { type: "date", label: "Expiration Date", value: item.expiryDate
651
516
  ? new Date(item.expiryDate)
652
517
  .toISOString()
@@ -681,7 +546,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
681
546
  }, disabled: item.status === "uploading" ||
682
547
  item.status === "success", fullWidth: true, variant: "outlined", size: "small", required: true, error: !!item.dateError, helperText: item.dateError }))),
683
548
  !paroDocuments && !hasSingleProject && (react_1.default.createElement(core_1.Grid, { item: true, xs: 12, sm: 3 },
684
- react_1.default.createElement(base_ui_1.Select, { value: ((_c = item.clientAndProject) === null || _c === void 0 ? void 0 : _c.value) || "", onChange: (e) => {
549
+ react_1.default.createElement(base_ui_1.Select, { value: ((_a = item.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) || "", onChange: (e) => {
685
550
  // Handle empty selection
686
551
  if (e.target.value === "") {
687
552
  updateItem(item.id, {
@@ -697,7 +562,7 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
697
562
  {
698
563
  id: "placeholder",
699
564
  value: "",
700
- label: "Select project",
565
+ label: "Which project?",
701
566
  },
702
567
  ...filteredProjectOptions,
703
568
  ], disabled: item.status === "uploading" ||
@@ -720,19 +585,55 @@ const MultiFileUploadSection = ({ paroDocuments, clientAndProjectsList, uploadEx
720
585
  react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#38A169" } }, "\u2713 Upload successful"))),
721
586
  item.status === "error" && (react_1.default.createElement(core_1.Box, { mt: 1, ml: { xs: 0, sm: 6 } },
722
587
  react_1.default.createElement(core_1.Typography, { variant: "caption", style: { color: "#E53E3E" } }, "\u2717 Upload failed"))))));
723
- }))))),
724
- uploadItems.length > 0 && (react_1.default.createElement(core_1.Box, { display: "flex", justifyContent: "flex-end" },
725
- react_1.default.createElement(base_ui_1.Button, { label: isUploading
726
- ? "Uploading..."
727
- : `Upload ${uploadItems.filter((i) => i.status !== "success").length} File${uploadItems.filter((i) => i.status !== "success").length !== 1 ? "s" : ""}`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
728
- isUploading ||
729
- uploadItems.every((i) => i.status === "success") ||
730
- (!paroDocuments && !selectedExpert) ||
731
- (hasMultipleProjects && !allFilesHaveProjects) ||
732
- uploadItems.some((i) => paroDocuments &&
733
- i.docType === "EO Insurance" &&
734
- (!i.expiryDate || !!i.dateError) &&
735
- i.status !== "success"), color: "primary", isLoading: isUploading })))))));
588
+ }))),
589
+ react_1.default.createElement(core_1.Divider, { style: { marginTop: "24px" } }),
590
+ react_1.default.createElement(core_1.Box, { display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, mt: 2 },
591
+ react_1.default.createElement(core_1.Box, null,
592
+ react_1.default.createElement(core_1.Typography, { variant: "body2", style: { color: "#718096" } }, paroDocuments ? (react_1.default.createElement(react_1.default.Fragment, null,
593
+ react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => i.status !== "success")
594
+ .length),
595
+ " ",
596
+ uploadItems.filter((i) => i.status !== "success")
597
+ .length === 1
598
+ ? "file"
599
+ : "files")) : (react_1.default.createElement(react_1.default.Fragment, null,
600
+ react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => i.status !== "success")
601
+ .length),
602
+ " ",
603
+ "files \u2022",
604
+ " ",
605
+ react_1.default.createElement("span", { style: { color: "#718096" } },
606
+ react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
607
+ var _a;
608
+ return ((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
609
+ i.status !== "success";
610
+ }).length),
611
+ " ",
612
+ "project-assigned"),
613
+ " ",
614
+ "\u2022",
615
+ " ",
616
+ react_1.default.createElement("span", { style: { color: "#D97706" } },
617
+ react_1.default.createElement("span", { style: { fontWeight: "bold" } }, uploadItems.filter((i) => {
618
+ var _a;
619
+ return !((_a = i.clientAndProject) === null || _a === void 0 ? void 0 : _a.value) &&
620
+ i.status !== "success";
621
+ }).length),
622
+ " ",
623
+ "need project"))))),
624
+ react_1.default.createElement(core_1.Box, null,
625
+ react_1.default.createElement(core_1.Box, { component: "span", ml: 1 },
626
+ react_1.default.createElement(base_ui_1.Button, { label: isUploading
627
+ ? "Uploading..."
628
+ : `Upload ${uploadItems.filter((i) => i.status !== "success").length} Files`, onClick: handleUploadAll, disabled: uploadItems.length === 0 ||
629
+ isUploading ||
630
+ uploadItems.every((i) => i.status === "success") ||
631
+ (!paroDocuments && !selectedExpert) ||
632
+ (hasMultipleProjects && !allFilesHaveProjects) ||
633
+ uploadItems.some((i) => paroDocuments &&
634
+ i.docType === "EO Insurance" &&
635
+ (!i.expiryDate || !!i.dateError) &&
636
+ i.status !== "success"), color: "primary", isLoading: isUploading }))))))))));
736
637
  };
737
638
  exports.MultiFileUploadSection = MultiFileUploadSection;
738
639
  exports.default = exports.MultiFileUploadSection;
@@ -54,4 +54,6 @@ export type TaxAxisApi = {
54
54
  updateReport: (reportId: string, reviewedReport: Record<string, unknown>) => Promise<any>;
55
55
  generatePdf: (sessionId: string) => Promise<any>;
56
56
  getArtifacts: (sessionId: string) => Promise<any[]>;
57
+ importQboReport?: (sessionId: string, expertId: string, year: number, reportType: string) => Promise<any>;
58
+ generateProspectReport?: (input: Record<string, unknown>) => Promise<any>;
57
59
  };
@@ -1,3 +1,3 @@
1
1
  import type { TaxAxisShellProps } from './types';
2
- export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, }: TaxAxisShellProps) => JSX.Element;
2
+ export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
3
3
  export default TaxAxisShell;