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

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -128,6 +128,30 @@ function buildSessionInput(profile) {
         states: profile.states || [],
     };
 }
+function buildProspectInput(profile) {
+    var _a;
+    const fedRateStr = (profile.federalRate || '24%').replace('%', '');
+    const stateRateStr = (profile.stateRate || '0').replace('%', '');
+    return {
+        businessName: profile.bizName || 'Client',
+        entityType: profile.entity || 'S-Corporation',
+        primaryState: ((_a = profile.states) === null || _a === void 0 ? void 0 : _a[0]) || 'IL',
+        states: profile.states || [],
+        industry: profile.industry || 'Professional Services',
+        annualRevenue: toInt(profile.revenue),
+        netIncome: toInt(profile.netIncome) || null,
+        ownerCompensation: toInt(profile.ownerComp) || null,
+        employees: toInt(profile.employees) || null,
+        federalRate: parseFloat(fedRateStr) / 100 || 0.24,
+        stateRate: parseFloat(stateRateStr) / 100 || 0,
+        taxYear: Number(profile.year) || new Date().getFullYear(),
+        analysisPeriod: profile.period || 'Full Year',
+        riskTolerance: profile.riskTolerance || null,
+        equipmentPurchased: toInt(profile.equipmentPurchased) || null,
+        realEstateValue: toInt(profile.realEstateValue) || null,
+        capitalGains: toInt(profile.capitalGains) || null,
+    };
+}
 function ShellContainer({ children, fullWidth = false, }) {
     if (fullWidth) {
         return react_1.default.createElement(react_1.default.Fragment, null, children);
@@ -135,7 +159,7 @@ 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);
@@ -146,7 +170,15 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     const [error, setError] = (0, react_1.useState)(null);
     const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
     const [reportReady, setReportReady] = (0, react_1.useState)(false);
+    const [backendResults, setBackendResults] = (0, react_1.useState)(null);
+    const [generating, setGenerating] = (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]);
@@ -230,13 +262,29 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setIsProspectFlow(false);
         setError(null);
         setReportReady(false);
+        setBackendResults(null);
         updateSessionId(null);
     }, [updateSessionId]);
-    const handleProspect = (0, react_1.useCallback)((nextProfile) => {
+    const handleProspect = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
         setProfile(nextProfile);
         setIsProspectFlow(true);
+        setBackendResults(null);
+        if (taxAxisApi.generateProspectReport) {
+            setGenerating(true);
+            try {
+                const input = buildProspectInput(nextProfile);
+                const result = yield taxAxisApi.generateProspectReport(input);
+                if (result) {
+                    setBackendResults(result);
+                }
+            }
+            catch (_err) {
+                // LLM call failed — fall through to template mode
+            }
+            setGenerating(false);
+        }
         setStep('PROSPECT_REPORT');
-    }, []);
+    }), [taxAxisApi]);
     const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
         setProfile(nextProfile);
         setIsProspectFlow(false);
@@ -300,6 +348,17 @@ 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
@@ -406,9 +465,31 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         switch (step) {
             case 'PROSPECT_REPORT':
                 return (react_1.default.createElement(ShellContainer, null,
-                    react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
+                    react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, backendResults: backendResults, 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 +511,13 @@ 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') })));
@@ -468,7 +555,14 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         llmResult,
         adapted,
         reportReady,
+        backendResults,
+        generating,
         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' },
@@ -480,6 +574,11 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                 react_1.default.createElement("div", { className: 'flex items-center gap-2' },
                     react_1.default.createElement("div", { className: 'w-3 h-3 rounded-full animate-spin flex-shrink-0', style: { border: '2px solid transparent', borderTopColor: '#248384' } }),
                     busyMessage)))),
+        generating && (react_1.default.createElement("div", { className: 'fixed inset-0 z-[180] bg-black/25' },
+            react_1.default.createElement("div", { className: 'absolute left-1/2 top-1/3 -translate-x-1/2 rounded-xl bg-tax-axis-surface px-8 py-6 text-center shadow-lg border border-tax-axis-border', style: { maxWidth: 360 } },
+                react_1.default.createElement("div", { className: 'w-6 h-6 rounded-full animate-spin mx-auto mb-3', style: { border: '2.5px solid transparent', borderTopColor: '#248384' } }),
+                react_1.default.createElement("div", { className: 'text-sm font-semibold text-white mb-1 font-tax-axis-body' }, "Generating Prospect Report"),
+                react_1.default.createElement("div", { className: 'text-xs text-tax-axis-text-3 font-tax-axis-body' }, "Analyzing strategies and generating insights...")))),
         currentView));
 };
 exports.TaxAxisShell = TaxAxisShell;

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/components/shared/UploadClient.d.ts

@@ -8,10 +8,9 @@ export default class UploadClient {
         bucketName: string;
         escalationId?: string;
         taskId?: string;
-        keyPrefix?: string;
     };
     constructor(props: any);
-    generateS3Key(projectId: number, escalationId: string, fileName: string, taskId: string, keyPrefix?: string): string;
+    generateS3Key(projectId: number, escalationId: string, fileName: string, taskId: string): string;
     triggerMultipartUpload(): Promise<string | undefined>;
     uploadMultiPartFile(): Promise<string | undefined>;
     completeUpload(partsArray: any): Promise<string | undefined>;

package/lib/components/shared/UploadClient.js

@@ -20,14 +20,10 @@ class UploadClient {
             bucketName: props.bucketName,
             escalationId: props.escalationId,
             taskId: props.taskId,
-            keyPrefix: props.keyPrefix,
         };
     }
-    generateS3Key(projectId, escalationId, fileName, taskId, keyPrefix) {
+    generateS3Key(projectId, escalationId, fileName, taskId) {
         const sanitizedFileName = fileName.replace(/[^a-zA-Z0-9.-]/g, '_');
-        if (!!keyPrefix) {
-            return `${keyPrefix.replace(/\/+$/, '')}/${sanitizedFileName}`;
-        }
         if (!!taskId) {
             return `project-task-${taskId}/${sanitizedFileName}`;
         }
@@ -41,7 +37,7 @@ class UploadClient {
         return __awaiter(this, void 0, void 0, function* () {
             var _a, _b;
             try {
-                const fileName = this.generateS3Key(this.state.projectId, (_a = this.state.escalationId) !== null && _a !== void 0 ? _a : '', this.state.fileName, (_b = this.state.taskId) !== null && _b !== void 0 ? _b : '', this.state.keyPrefix);
+                const fileName = this.generateS3Key(this.state.projectId, (_a = this.state.escalationId) !== null && _a !== void 0 ? _a : '', this.state.fileName, (_b = this.state.taskId) !== null && _b !== void 0 ? _b : '');
                 this.state = Object.assign(Object.assign({}, this.state), { fileName: fileName });
                 const params = {
                     fileName: this.state.fileName,

package/lib/index.d.ts

@@ -16,5 +16,16 @@ export { DiscussionSection } from './components/Invoices/DiscussionSection';
 export { fileDownloader } from './components/FileDownloader';
 export { Escalations } from './components/Escalations';
 export { ProjectIntelligence } from "./components/ProjectIntelligence";
-export { TaxAxisShell } from './components/TaxAxis';
-export type { TaxAxisApi, TaxAxisSessionInput, TaxAxisUploadInput } from './components/TaxAxis';
+export { SectionHeader } from './tax-axis';
+export { TaxAxisBadge } from './tax-axis';
+export { TaxAxisButton } from './tax-axis';
+export { TaxAxisCard } from './tax-axis';
+export { TaxAxisIntake } from './tax-axis';
+export { TaxAxisDocuments } from './tax-axis';
+export { TaxAxisProcessing } from './tax-axis';
+export { TaxAxisDashboard } from './tax-axis';
+export { TaxAxisClientReport } from './tax-axis';
+export { TaxAxisPreparerWorkpaper } from './tax-axis';
+export { TaxAxisExtractionReview } from './tax-axis';
+export { TaxAxisProspectReport } from './tax-axis';
+export { TaxAxisPresentationMode } from './tax-axis';

package/lib/index.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.TaxAxisShell = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
+exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.TaxAxisCard = exports.TaxAxisButton = exports.TaxAxisBadge = exports.SectionHeader = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
 var ReviewsTab_1 = require("./components/ReviewsTab");
 Object.defineProperty(exports, "ReviewsTab", { enumerable: true, get: function () { return ReviewsTab_1.ReviewsTab; } });
 var Reviews_1 = require("./components/Reviews");
@@ -37,5 +37,29 @@ var Escalations_1 = require("./components/Escalations");
 Object.defineProperty(exports, "Escalations", { enumerable: true, get: function () { return Escalations_1.Escalations; } });
 var ProjectIntelligence_1 = require("./components/ProjectIntelligence");
 Object.defineProperty(exports, "ProjectIntelligence", { enumerable: true, get: function () { return ProjectIntelligence_1.ProjectIntelligence; } });
-var TaxAxis_1 = require("./components/TaxAxis");
-Object.defineProperty(exports, "TaxAxisShell", { enumerable: true, get: function () { return TaxAxis_1.TaxAxisShell; } });
+var tax_axis_1 = require("./tax-axis");
+Object.defineProperty(exports, "SectionHeader", { enumerable: true, get: function () { return tax_axis_1.SectionHeader; } });
+var tax_axis_2 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisBadge", { enumerable: true, get: function () { return tax_axis_2.TaxAxisBadge; } });
+var tax_axis_3 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisButton", { enumerable: true, get: function () { return tax_axis_3.TaxAxisButton; } });
+var tax_axis_4 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisCard", { enumerable: true, get: function () { return tax_axis_4.TaxAxisCard; } });
+var tax_axis_5 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisIntake", { enumerable: true, get: function () { return tax_axis_5.TaxAxisIntake; } });
+var tax_axis_6 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisDocuments", { enumerable: true, get: function () { return tax_axis_6.TaxAxisDocuments; } });
+var tax_axis_7 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisProcessing", { enumerable: true, get: function () { return tax_axis_7.TaxAxisProcessing; } });
+var tax_axis_8 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisDashboard", { enumerable: true, get: function () { return tax_axis_8.TaxAxisDashboard; } });
+var tax_axis_9 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisClientReport", { enumerable: true, get: function () { return tax_axis_9.TaxAxisClientReport; } });
+var tax_axis_10 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisPreparerWorkpaper", { enumerable: true, get: function () { return tax_axis_10.TaxAxisPreparerWorkpaper; } });
+var tax_axis_11 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisExtractionReview", { enumerable: true, get: function () { return tax_axis_11.TaxAxisExtractionReview; } });
+var tax_axis_12 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisProspectReport", { enumerable: true, get: function () { return tax_axis_12.TaxAxisProspectReport; } });
+var tax_axis_13 = require("./tax-axis");
+Object.defineProperty(exports, "TaxAxisPresentationMode", { enumerable: true, get: function () { return tax_axis_13.TaxAxisPresentationMode; } });

package/lib/package.json

@@ -0,0 +1,68 @@
+{
+  "name": "@paro.io/expert-shared-components",
+  "version": "1.14.48",
+  "description": "",
+  "main": "lib/index.js",
+  "scripts": {
+    "build": "tsc",
+    "build:watch": "tsc --watch",
+    "prepare": "yarn build",
+    "test": "yarn test:build",
+    "test:build": "yarn build",
+    "clean": "yarn -rf lib",
+    "predeploy": "tsc && cp package.json README.md ./lib",
+    "link-local": "yarn link && cd node_modules/react && yarn link && cd ../react-dom && yarn link",
+    "unlink-local": "yarn unlink && cd node_modules/react && yarn unlink && cd ../react-dom && yarn unlink"
+  },
+  "repository": "https://github.com/paroadmin/expert-shared-components.git",
+  "keywords": [
+    "react",
+    "components",
+    "shared"
+  ],
+  "author": "apande@paro.io",
+  "license": "MIT",
+  "dependencies": {
+    "@date-io/dayjs": "1.x",
+    "@fortawesome/fontawesome-svg-core": "^6.6.0",
+    "@fortawesome/free-solid-svg-icons": "^6.6.0",
+    "@fortawesome/react-fontawesome": "^0.2.2",
+    "@hookform/resolvers": "3.3.4",
+    "@material-ui/core": "^4.11.0",
+    "@material-ui/icons": "^4.11.3",
+    "@material-ui/lab": "^4.0.0-alpha.61",
+    "@material-ui/pickers": "^3.3.11",
+    "@paro.io/base-icons": "^1.0.4",
+    "@paro.io/base-ui": "^1.8.3",
+    "@types/react-input-mask": "^3.0.5",
+    "dayjs": "^1.10.7",
+    "lodash": "^4.17.21",
+    "react": "^18.2.0",
+    "react-copy-to-clipboard": "^5.0.4",
+    "react-datepicker": "^4.6.0",
+    "react-dom": "^17.0.2",
+    "react-hook-form": "7.51.1",
+    "react-hot-toast": "^2.4.1",
+    "react-input-mask": "^3.0.0-alpha.2",
+    "styled-components": "^5.3.3",
+    "uuid": "8.3.2",
+    "yup": "^0.32.11"
+  },
+  "devDependencies": {
+    "@types/lodash": "^4.14.170",
+    "@types/react": "18.3.12",
+    "@types/react-copy-to-clipboard": "^5.0.2",
+    "@types/react-datepicker": "^4.19.6",
+    "@types/react-dom": "^18.2.22",
+    "@types/styled-components": "^5.1.22",
+    "@types/uuid": "^10.0.0",
+    "@types/yup": "^0.29.13",
+    "typescript": "^5.3.3"
+  },
+  "files": [
+    "lib/**/*"
+  ],
+  "directories": {
+    "lib": "lib"
+  }
+}

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

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

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

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

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

@@ -10,13 +10,13 @@ const SectionOpener_1 = require("./SectionOpener");
 function Methodology({ profile, eligible, palette }) {
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement(SectionOpener_1.SectionOpener, { number: "04", eyebrow: "METHODOLOGY", headline: "How TaxAxis arrives at these numbers.", bullets: [
-                "25 federal strategies evaluated against your profile through a two-stage AI and deterministic pipeline \u2014 every recommendation traces to a specific IRC section, revenue ruling, or OBBBA provision.",
+                "25 federal strategies evaluated against your profile via deterministic, rule-based computation at temperature zero \u2014 every recommendation traces to a specific IRC section, revenue ruling, or OBBBA provision.",
                 "Confidence bands reflect data quality: \u00B130% on single-year data, narrowing to \u00B115% with multi-year history.",
                 "Aggregate savings on the cover chart are adjusted by an interaction-discount factor reflecting strategy stacking, marginal-rate exhaustion, and \u00A76694 reasonableness.",
             ], palette: palette }),
         react_1.default.createElement("div", { style: { marginBottom: 28 } },
             react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: palette.gray400, fontFamily: palette.mono, marginBottom: 8 } }, "EVAL PIPELINE"),
-            react_1.default.createElement("div", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.8, fontFamily: palette.body } }, "TaxAxis evaluates 25 federal tax strategies against each client profile through a two-stage pipeline. An AI model (Claude Sonnet 4.5 via AWS Bedrock) reads your financial documents, identifies applicable strategies, and drafts narrative content. A deterministic post-processing engine then recomputes savings ranges against IRC-cited rules, corrects confidence bands based on data quality, and validates every output through an 8-gate compliance check \u2014 covering schema integrity, strategy coverage, profile consistency, mathematical accuracy, business rules, \u00A76694 compliance, narrative quality, and entity eligibility. Every recommendation is reviewed by a qualified tax professional before the report is issued.")),
+            react_1.default.createElement("div", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.8, fontFamily: palette.body } }, "TaxAxis evaluates 25 federal tax strategies against each client profile. The computation is entirely deterministic and rule-based, operating at temperature zero \u2014 no generative model is involved at any stage. Each strategy passes through a three-phase pipeline: an eligibility filter removes strategies that do not apply to the entity type, industry, or fact pattern, then the computation engine calculates savings ranges against IRC-cited rules using the client's actual financial data. Every recommendation is reviewed by a qualified tax professional before the report is issued.")),
         react_1.default.createElement("div", { style: { marginBottom: 28 } },
             react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: palette.gray400, fontFamily: palette.mono, marginBottom: 8 } }, "CONFIDENCE BANDS"),
             react_1.default.createElement("div", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.8, fontFamily: palette.body, marginBottom: 12 } }, "Savings ranges reflect data quality. Clients who provide multiple years of financial history receive tighter bands of \u00B115%, because multi-year data reveals trends and reduces estimation variance. Single-year data widens the bands to \u00B130%. Within each band, the low estimate uses conservative inputs at the minimum applicable rate, while the high estimate uses full applicable inputs at the client's marginal rate."),

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

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

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

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

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

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