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

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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
@@ -5,8 +5,11 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
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  Object.defineProperty(exports, "__esModule", { value: true });
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  exports.StrategyCard = StrategyCard;
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  const react_1 = __importDefault(require("react"));
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+ const data_1 = require("../../lib/data");
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  const Sidebar_1 = require("./Sidebar");
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- function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }) {
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+ const applyFootnotes_1 = require("./applyFootnotes");
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+ const FootnoteBlock_1 = require("./FootnoteBlock");
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+ function StrategyCard({ strategy: s, rank, profile, computed, palette, nextStepText, interactsWith, interactsIdx, stSavings, }) {
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  const card = {
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  background: palette.white,
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  border: "1px solid " + palette.gray200,
@@ -16,13 +19,14 @@ function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette,
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  boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
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  };
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  const pct = s.score;
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+ const narr = data_1.STRATEGY_NARRATIVE[s.rank];
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  const c = computed.get(s.rank);
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- // Live text client brief is the plain-language "why it applies to you" sentence
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- const clientFacingWhy = s.clientBrief || "";
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- // Full CPA engagement recommendation covers both why + breakdown
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- const cpaEngagement = s.abstract || "";
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- // Next step: prefer live engine value, fall back to passed-in prop, then generic
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- const nextText = s.action || nextStepText || "Work with your CPA to implement this strategy.";
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+ const whyText = narr ? narr.whyMatters(profile) : data_1.NARRATIVE_FALLBACK.whyMatters(s);
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+ const breakdownText = narr ? narr.breakdown(profile, c) : data_1.NARRATIVE_FALLBACK.breakdown(s, c);
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+ const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || data_1.NARRATIVE_FALLBACK.whySpecialist(s);
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+ const nextText = narr ? narr.nextSteps : nextStepText;
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+ const footnotes = data_1.FOOTNOTE_DATA[s.rank] || [];
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+ const fnCounter = { next: 0, assigned: [], cardKey: s.rank };
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  return (react_1.default.createElement("div", { className: "strategy-card", style: Object.assign(Object.assign({}, card), { padding: 0, overflow: "hidden", marginBottom: 20 }) },
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  react_1.default.createElement("div", { style: { padding: "24px 28px 20px" } },
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  react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "flex-start", marginBottom: 16 } },
@@ -30,9 +34,7 @@ function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette,
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  react_1.default.createElement("div", { style: { width: 36, height: 36, borderRadius: "50%", background: "linear-gradient(135deg," + palette.teal + ",#1A6B6C)", display: "flex", alignItems: "center", justifyContent: "center", fontSize: 15, fontWeight: 700, color: palette.white, fontFamily: palette.body, flexShrink: 0 } }, rank),
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  react_1.default.createElement("div", null,
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  react_1.default.createElement("div", { style: { fontSize: 18, fontWeight: 700, color: palette.gray900, fontFamily: palette.head } }, s.name),
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- react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, fontFamily: palette.mono, marginTop: 3 } },
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- s.code + " · " + s.timeline,
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- s.quickWin && (react_1.default.createElement("span", { style: { marginLeft: 8, background: palette.tealPale, color: palette.teal, padding: "1px 6px", borderRadius: 4, fontSize: 10, fontWeight: 700 } }, "\u26A1 Quick Win"))))),
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+ react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, fontFamily: palette.mono, marginTop: 3 } }, s.code + " \u00B7 " + s.timeline))),
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  react_1.default.createElement("div", { style: { textAlign: "right", flexShrink: 0 } },
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  react_1.default.createElement("div", { style: { fontSize: 20, fontWeight: 800, color: palette.teal, fontFamily: palette.head } }, stSavings),
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  react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray400, fontFamily: palette.body } }, "est. annual savings"))),
@@ -43,37 +45,19 @@ function StrategyCard({ strategy: s, rank, profile: _profile, computed, palette,
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  pct,
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  "/100")),
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  react_1.default.createElement(Sidebar_1.Sidebar, { ircCode: s.code, palette: palette }),
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- clientFacingWhy && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
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- react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "WHY THIS APPLIES TO YOU"),
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- react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, clientFacingWhy))),
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- s.sourceDocuments && s.sourceDocuments.length > 0 && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
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- react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "DATA USED IN THIS ANALYSIS"),
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- react_1.default.createElement("div", { style: { border: "1px solid " + palette.gray200, borderRadius: 8, overflow: "hidden" } }, s.sourceDocuments.map((ref, i) => (react_1.default.createElement("div", { key: i, style: {
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- display: "flex",
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- justifyContent: "space-between",
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- alignItems: "center",
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- padding: "8px 14px",
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- background: i % 2 === 0 ? palette.gray50 : palette.white,
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- borderTop: i > 0 ? "1px solid " + palette.gray100 : "none",
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- gap: 12,
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- } },
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- react_1.default.createElement("div", { style: { flex: 1 } },
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- react_1.default.createElement("div", { style: { fontSize: 12, fontWeight: 600, color: palette.gray800, fontFamily: palette.body } }, ref.field_label),
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- react_1.default.createElement("div", { style: { fontSize: 10, color: palette.gray400, fontFamily: palette.mono, marginTop: 1 } }, ref.source_hint)),
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- react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, flexShrink: 0 } }, ref.value_display))))))),
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- cpaEngagement && (react_1.default.createElement("div", { style: { marginBottom: 12 } },
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- react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "CPA ANALYSIS"),
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- react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body, whiteSpace: "pre-line" } }, cpaEngagement))),
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- s.specialistNote && (react_1.default.createElement("div", { style: { marginBottom: 14, borderLeft: "3px solid " + palette.orange, paddingLeft: 16 } },
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- react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.orange, marginBottom: 6, fontFamily: palette.mono } }, "WHY YOU NEED A SPECIALIST"),
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- react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, s.specialistNote))),
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- s.authority && (react_1.default.createElement("div", { style: { marginBottom: 14, padding: "6px 10px", background: palette.gray50, borderRadius: 6, fontSize: 11, fontFamily: palette.mono, color: palette.gray500 } },
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- "Authority: ",
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- s.authority,
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- s.forms ? " · Forms: " + s.forms : "")),
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+ react_1.default.createElement("div", { style: { marginBottom: 12 } },
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+ react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "WHY THIS MATTERS"),
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+ react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(whyText, footnotes, fnCounter, palette))),
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+ react_1.default.createElement("div", { style: { marginBottom: 12 } },
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+ react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.gray400, marginBottom: 8, fontFamily: palette.mono } }, "HOW SAVINGS BREAK DOWN"),
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+ react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(breakdownText, footnotes, fnCounter, palette))),
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+ react_1.default.createElement("div", { style: { marginBottom: 12, borderLeft: "3px solid " + palette.orange, padding: "0 0 0 16px" } },
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+ react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.orange, marginBottom: 8, fontFamily: palette.mono } }, "WHY YOU NEED A SPECIALIST"),
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+ react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.75, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(specialistText, footnotes, fnCounter, palette))),
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  react_1.default.createElement("div", { className: "card-footer" },
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  react_1.default.createElement("div", { style: { background: palette.tealPale, borderRadius: 8, padding: "12px 16px" } },
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  react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: palette.green, marginBottom: 6, fontFamily: palette.mono } }, "WHAT WE'D DO NEXT"),
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- react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body } }, nextText)))),
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+ react_1.default.createElement("p", { style: { fontSize: 13, color: palette.gray700, lineHeight: 1.7, fontFamily: palette.body } }, (0, applyFootnotes_1.applyFootnotes)(nextText, footnotes, fnCounter, palette))),
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+ react_1.default.createElement(FootnoteBlock_1.FootnoteBlock, { assigned: fnCounter.assigned, palette: palette }))),
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  interactsWith !== undefined && interactsIdx > 0 && (react_1.default.createElement("div", { style: { padding: "10px 28px", background: palette.orangePale, borderTop: "1px solid rgba(251,154,29,0.2)", fontSize: 12, color: palette.gray700, fontFamily: palette.body } }, "Note: This strategy interacts with Strategy #" + interactsIdx + ". Combined savings may differ from the sum of individual estimates."))));
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  }
@@ -1,15 +1,9 @@
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  import React from "react";
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- import type { ClientProfile, Strategy, ComputedMap } from "../../lib/types";
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+ import type { ClientProfile } from "../../lib/types";
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  import type { TaxAxisScreenProps } from "../../lib/types";
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  export interface TaxAxisClientReportProps extends TaxAxisScreenProps {
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  profile: ClientProfile;
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  onBack: () => void;
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  onNavigatePreparer?: () => void;
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- /** When provided, bypasses local filterEligibleStrategies + computeAllStrategies. */
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- liveStrategies?: Strategy[];
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- /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
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- liveComputedMap?: ComputedMap;
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- /** Live engine output fields — passed through to sub-components */
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- engineRawOutput?: Record<string, any>;
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  }
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- export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap, engineRawOutput }: TaxAxisClientReportProps): React.JSX.Element;
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+ export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }: TaxAxisClientReportProps): React.JSX.Element;
@@ -34,13 +34,11 @@ const ExecutiveSummary_1 = require("./ExecutiveSummary");
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  const RecommendedStrategies_1 = require("./RecommendedStrategies");
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  const ImplementationRoadmap_1 = require("./ImplementationRoadmap");
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  const Methodology_1 = require("./Methodology");
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- function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap, engineRawOutput }) {
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- var _a, _b, _c, _d, _e, _f;
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+ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }) {
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+ var _a, _b, _c;
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  const [view, setView] = (0, react_1.useState)("client");
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- const staticEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
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- const staticComputed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
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- const eligible = liveStrategies !== null && liveStrategies !== void 0 ? liveStrategies : staticEligible;
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- const computed = liveComputedMap !== null && liveComputedMap !== void 0 ? liveComputedMap : staticComputed;
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+ const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
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+ const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
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  const totalLo = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
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  const totalHi = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
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  const top3 = [...eligible].sort((a, b) => b.score - a.score).slice(0, 3);
@@ -102,7 +100,7 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
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  .report-meta { break-inside: avoid; page-break-inside: avoid; }
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  .toc-page { break-after: page; page-break-after: always; }
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  * { color-adjust: exact; -webkit-print-color-adjust: exact; }
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- p, span, div, td, th, li { color: #212529 !important; }
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+ body, p, span, div, td, th, li { color: #212529 !important; }
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  h1, h2, h3, h4, h5, h6, strong, b { color: #060821 !important; }
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  }
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  `),
@@ -110,11 +108,11 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
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  react_1.default.createElement("div", { style: { maxWidth: 680, margin: "0 auto", padding: "32px 20px 60px" } },
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  react_1.default.createElement(ClientReportCover_1.ClientReportCover, { profile: profile, palette: palette_1.P }),
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  react_1.default.createElement(ClientReportTOC_1.ClientReportTOC, { bizName: bizName, palette: palette_1.P }),
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- react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, nowCount: nowCount, top3: top3, palette: palette_1.P, effectiveTaxRate: (_d = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _d === void 0 ? void 0 : _d.effective_tax_rate, confidenceTier: (_e = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _e === void 0 ? void 0 : _e.confidence_tier, dataYears: (_f = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _f === void 0 ? void 0 : _f.data_years }),
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+ react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, nowCount: nowCount, top3: top3, palette: palette_1.P }),
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  react_1.default.createElement("div", { style: { background: palette_1.P.gray50, borderLeft: "3px solid " + palette_1.P.gray300, borderRadius: "0 8px 8px 0", padding: "14px 20px", marginBottom: 20, fontSize: 11, color: palette_1.P.gray500, lineHeight: 1.7, fontFamily: palette_1.P.body } },
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  "This summary was prepared using TaxAxis, Paro's AI-powered tax analysis engine. Savings estimates are based on financial data provided for tax year " + profile.year + " (" + (profile.taxDataYears || "1 year") + " of data). All figures are estimates. Your tax preparer has reviewed these recommendations.",
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  hasOBBBA && " Some strategies reference provisions from the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, with limited IRS guidance."),
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- react_1.default.createElement(RecommendedStrategies_1.RecommendedStrategies, { profile: profile, eligible: eligible, computed: computed, top3: top3, hasOBBBA: hasOBBBA, palette: palette_1.P, interactionWarnings: engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.strategy_interaction_warnings }),
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+ react_1.default.createElement(RecommendedStrategies_1.RecommendedStrategies, { profile: profile, eligible: eligible, computed: computed, top3: top3, hasOBBBA: hasOBBBA, palette: palette_1.P }),
118
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  react_1.default.createElement(ImplementationRoadmap_1.ImplementationRoadmap, { eligible: eligible, computed: computed, top3: top3, nowCount: nowCount, nowMidK: nowMidK, bucketDefs: bucketDefs, bucketTotals: bucketTotals, activeBuckets: activeBuckets, palette: palette_1.P }),
119
117
  react_1.default.createElement(Methodology_1.Methodology, { profile: profile, eligible: eligible, palette: palette_1.P }),
120
118
  react_1.default.createElement("div", { style: { padding: "16px 20px", marginBottom: 16, fontSize: 10, color: palette_1.P.gray400, lineHeight: 1.7, fontFamily: palette_1.P.body } }, "This summary was generated by TaxAxis, an AI-powered analysis tool by Paro. Recommendations are based on financial data provided and current tax law as of April 2026, including OBBBA provisions. These are estimates, not guarantees. Consult your tax preparer before implementing any strategy. This is not legal or financial advice."),
@@ -25,6 +25,7 @@ var __importStar = (this && this.__importStar) || function (mod) {
25
25
  Object.defineProperty(exports, "__esModule", { value: true });
26
26
  exports.DashboardActions = DashboardActions;
27
27
  const react_1 = __importStar(require("react"));
28
+ const data_1 = require("../../lib/data");
28
29
  const compute_1 = require("../../lib/compute");
29
30
  const TaxAxisButton_1 = require("../shared/TaxAxisButton");
30
31
  function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer, onPresent, onSend, onReset, }) {
@@ -68,15 +69,13 @@ function DashboardActions({ profile, dashEligible, computed, onDownloadPreparer,
68
69
  "\u2013",
69
70
  (0, compute_1.fmtK)(totalHi),
70
71
  "across ",
71
- dashEligible.length,
72
+ data_1.STRATEGIES.length,
72
73
  " strategies \u2014 use this to close the engagement or expand scope."),
73
74
  react_1.default.createElement("div", { className: "flex gap-2.5 flex-wrap" },
74
- react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onSend }, "Send Report to Client"),
75
- react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent }, "Present to Client"),
76
- react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary" }, "Generate Engagement Letter")))),
75
+ react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onPresent }, "Present to Client")))),
77
76
  react_1.default.createElement("div", { className: "flex gap-4 mt-4 pt-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.15)" } }, [
78
77
  { v: "3x", l: "Faster than Manual" },
79
- { v: String(dashEligible.length), l: "Strategies Found" },
78
+ { v: "25", l: "Strategies Scanned" },
80
79
  { v: "100%", l: "IRS-Cited" },
81
80
  { v: String(stateCount), l: `State${stateCount > 1 ? "s" : ""}` },
82
81
  ].map(({ v, l }) => (react_1.default.createElement("div", { key: l },
@@ -6,11 +6,6 @@ interface DashboardSummaryProps {
6
6
  computed: ComputedMap;
7
7
  dataConfirmed: boolean;
8
8
  reviewUnreviewed: number;
9
- liveSavingsMin?: number;
10
- liveSavingsMax?: number;
11
- liveStrategyCount?: number;
12
- confidenceTier?: string;
13
- dataYears?: number;
14
9
  }
15
- export declare function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, liveSavingsMin, liveSavingsMax, liveStrategyCount, confidenceTier, dataYears, }: DashboardSummaryProps): React.JSX.Element;
10
+ export declare function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, }: DashboardSummaryProps): React.JSX.Element;
16
11
  export {};
@@ -6,13 +6,10 @@ Object.defineProperty(exports, "__esModule", { value: true });
6
6
  exports.DashboardSummary = DashboardSummary;
7
7
  const react_1 = __importDefault(require("react"));
8
8
  const useCountUp_1 = require("./useCountUp");
9
- function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, liveSavingsMin, liveSavingsMax, liveStrategyCount, confidenceTier, dataYears, }) {
9
+ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, reviewUnreviewed, }) {
10
10
  var _a;
11
- const computedLo = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
12
- const computedHi = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
13
- const totalLo = liveSavingsMin !== null && liveSavingsMin !== void 0 ? liveSavingsMin : computedLo;
14
- const totalHi = liveSavingsMax !== null && liveSavingsMax !== void 0 ? liveSavingsMax : computedHi;
15
- const strategyCount = liveStrategyCount !== null && liveStrategyCount !== void 0 ? liveStrategyCount : dashEligible.length;
11
+ const totalLo = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
12
+ const totalHi = dashEligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
16
13
  const bizName = profile.bizName || "Client";
17
14
  const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
18
15
  const scoreAvg = Math.round(dashEligible.reduce((a, s) => a + s.score, 0) / (dashEligible.length || 1));
@@ -81,7 +78,7 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
81
78
  profile.cpaName)),
82
79
  react_1.default.createElement("div", { className: "flex gap-6 mt-[22px] pt-[18px]", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } }, [
83
80
  { v: String(scoreUp), u: "/100", l: "Avg. Confidence", warn: false, ok: false },
84
- { v: String(strategyCount), u: "", l: "Strategies Identified", warn: false, ok: false },
81
+ { v: "25", u: "", l: "Strategies Scanned", warn: false, ok: false },
85
82
  {
86
83
  v: dataConfirmed ? "Done" : String(reviewUnreviewed),
87
84
  u: "",
@@ -89,13 +86,6 @@ function DashboardSummary({ profile, dashEligible, computed, dataConfirmed, revi
89
86
  warn: !dataConfirmed && reviewUnreviewed > 0,
90
87
  ok: dataConfirmed,
91
88
  },
92
- ...(confidenceTier ? [{
93
- v: dataYears ? String(dataYears) : "1",
94
- u: "yr",
95
- l: confidenceTier.replace(/-DATA$/, "").replace(/-/g, " ").replace(/YR/, "yr"),
96
- warn: (dataYears !== null && dataYears !== void 0 ? dataYears : 1) < 2,
97
- ok: (dataYears !== null && dataYears !== void 0 ? dataYears : 1) >= 3,
98
- }] : []),
99
89
  ].map(({ v, u, l, warn, ok }) => (react_1.default.createElement("div", { key: l },
100
90
  react_1.default.createElement("div", { className: "font-tax-axis-mono font-bold leading-none", style: {
101
91
  fontSize: 24,
@@ -6,5 +6,5 @@ interface StrategyDetailPanelProps {
6
6
  computed: ComputedMap;
7
7
  onClose: () => void;
8
8
  }
9
- export declare function StrategyDetailPanel({ s, profile: _profile, computed, onClose }: StrategyDetailPanelProps): React.JSX.Element;
9
+ export declare function StrategyDetailPanel({ s, profile, computed, onClose }: StrategyDetailPanelProps): React.JSX.Element;
10
10
  export {};
@@ -5,102 +5,26 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
5
5
  Object.defineProperty(exports, "__esModule", { value: true });
6
6
  exports.StrategyDetailPanel = StrategyDetailPanel;
7
7
  const react_1 = __importDefault(require("react"));
8
+ const data_1 = require("../../lib/data");
8
9
  const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
9
- function Sec({ title, children, titleColor }) {
10
+ function Sec({ title, children }) {
10
11
  return (react_1.default.createElement("div", { className: "mb-6" },
11
- react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2.5 font-tax-axis-mono", style: { color: titleColor || "#A1E5E6" } }, title),
12
+ react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, title),
12
13
  children));
13
14
  }
14
15
  const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
15
- function positionStrengthLabel(positionStrength) {
16
- if (!positionStrength)
17
- return { label: "Position Under Review", color: "#9498B8", dots: 2 };
18
- const p = positionStrength.toUpperCase();
19
- if (p.includes("SUBSTANTIAL"))
20
- return { label: "Substantial Authority · Low §6694 Risk", color: "#0F6E56", dots: 4 };
21
- if (p.includes("REASONABLE"))
22
- return { label: "Reasonable Basis · Elevated §6694 Risk", color: "#FB9A1D", dots: 3 };
23
- if (p.includes("DISCLOSURE") || p.includes("NEEDS_DISCLOSURE"))
24
- return { label: "Needs Disclosure · High §6694 Risk", color: "#EF4444", dots: 2 };
25
- return { label: positionStrength, color: "#9498B8", dots: 2 };
26
- }
27
- /**
28
- * Split engagement_recommendation at the implementation/action boundary.
29
- *
30
- * The LLM writes engagement_recommendation as a single paragraph covering both
31
- * the savings math AND the CPA implementation steps. We split at the first
32
- * implementation keyword so the savings math shows under "HOW SAVINGS BREAK DOWN"
33
- * and the CPA action steps show under "CPA ENGAGEMENT NOTES".
34
- *
35
- * Heuristic: split at "Implementation:", "CPA should", "CPA must", or numbered
36
- * action lists "(1)". If no split point found, entire text goes to savings section.
37
- */
38
- function splitEngagementText(text) {
39
- if (!text)
40
- return { savingsSection: "", cpaSection: "" };
41
- // Try splitting on double-newline first (well-structured LLM output)
42
- const paraBreak = text.indexOf("\n\n");
43
- if (paraBreak !== -1) {
44
- return {
45
- savingsSection: text.slice(0, paraBreak).trim(),
46
- cpaSection: text.slice(paraBreak).trim(),
47
- };
48
- }
49
- // Single-paragraph: find the first implementation boundary
50
- const splitPatterns = [
51
- /\s+Implementation:\s+/i,
52
- /\s+CPA should\s+/i,
53
- /\s+CPA must\s+/i,
54
- /\s+To implement:\s+/i,
55
- /\s+\(1\)\s+/, // numbered list start
56
- ];
57
- for (const pattern of splitPatterns) {
58
- const match = text.search(pattern);
59
- if (match > 80) { // only split if there's meaningful content before it
60
- return {
61
- savingsSection: text.slice(0, match).trim(),
62
- cpaSection: text.slice(match).trim(),
63
- };
64
- }
65
- }
66
- // No clean split point — show everything as savings breakdown, nothing as CPA notes
67
- return { savingsSection: text, cpaSection: "" };
68
- }
69
- function SourceDocRows({ docs, trace }) {
70
- if (docs && docs.length > 0) {
71
- return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
72
- react_1.default.createElement("div", { className: "grid px-3.5 py-2", style: { background: "#161938", gridTemplateColumns: "1fr auto" } },
73
- react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Field \u00B7 Source"),
74
- react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Value")),
75
- docs.map((ref, i) => (react_1.default.createElement("div", { key: i, className: "grid px-3.5 py-2.5 items-center gap-3", style: { gridTemplateColumns: "1fr auto", borderTop: "1px solid rgba(36,131,132,0.08)" } },
76
- react_1.default.createElement("div", null,
77
- react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, ref.field_label),
78
- react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, ref.source_hint)),
79
- react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono text-right whitespace-nowrap" }, ref.value_display))))));
80
- }
81
- const traceSteps = trace !== null && trace !== void 0 ? trace : [];
82
- if (!traceSteps.length) {
83
- return react_1.default.createElement("p", { className: "text-xs text-tax-axis-text-2 italic" }, "Detailed source mapping not available for this strategy.");
84
- }
85
- return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
86
- react_1.default.createElement("div", { className: "grid grid-cols-2 px-3.5 py-2", style: { background: "#161938" } },
87
- react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Step"),
88
- react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Result")),
89
- traceSteps.map((t, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-2 px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.08)" } },
90
- react_1.default.createElement("div", null,
91
- react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, t.step),
92
- react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5 break-all" }, t.formula)),
93
- react_1.default.createElement("div", { className: "text-right" },
94
- react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
95
- t.src && react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src)))))));
96
- }
97
- function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
98
- var _a, _b;
16
+ function StrategyDetailPanel({ s, profile, computed, onClose }) {
17
+ var _a, _b, _c, _d, _e, _f;
18
+ const narr = data_1.STRATEGY_NARRATIVE[s.rank];
99
19
  const c = computed === null || computed === void 0 ? void 0 : computed.get(s.rank);
100
20
  const lo = (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo;
101
21
  const hi = (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi;
102
- const pos = positionStrengthLabel(s.positionStrength);
103
- const { savingsSection, cpaSection } = splitEngagementText(s.abstract || "");
22
+ const sources = (_d = (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : s.sources) !== null && _d !== void 0 ? _d : [];
23
+ const trace = (_f = (_e = c === null || c === void 0 ? void 0 : c.trace) !== null && _e !== void 0 ? _e : s.trace) !== null && _f !== void 0 ? _f : [];
24
+ const whyText = narr ? narr.whyMatters(profile) : data_1.NARRATIVE_FALLBACK.whyMatters(s);
25
+ const breakdownText = narr ? narr.breakdown(profile, c) : data_1.NARRATIVE_FALLBACK.breakdown(s, c);
26
+ const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || data_1.NARRATIVE_FALLBACK.whySpecialist(s);
27
+ const nextText = narr ? narr.nextSteps : data_1.NARRATIVE_FALLBACK.nextSteps(s);
104
28
  return (react_1.default.createElement(react_1.default.Fragment, null,
105
29
  react_1.default.createElement("div", { onClick: onClose, className: "fixed inset-0 z-[200]", style: { background: "rgba(6,8,33,0.7)", backdropFilter: "blur(4px)" } }),
106
30
  react_1.default.createElement("div", { className: "fixed top-0 right-0 bottom-0 z-[201] flex flex-col", style: {
@@ -113,14 +37,14 @@ function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
113
37
  react_1.default.createElement("div", { className: "px-6 py-5 flex-shrink-0", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } },
114
38
  react_1.default.createElement("div", { className: "flex justify-between items-start mb-3" },
115
39
  react_1.default.createElement("div", null,
116
- react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5 flex-wrap" },
40
+ react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5" },
117
41
  react_1.default.createElement("span", { className: "text-xl font-bold text-tax-axis-text font-tax-axis-head" }, s.name),
118
42
  react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded" }, s.code)),
119
- react_1.default.createElement("div", { className: "flex gap-2 flex-wrap" },
43
+ react_1.default.createElement("div", { className: "flex gap-2" },
120
44
  react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, null, s.priority),
121
45
  react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "neutral" }, s.timeline),
122
- s.quickWin && react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, "\u26A1 Quick Win"))),
123
- react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg flex-shrink-0", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
46
+ s.cost && s.cost !== "$0" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, s.cost)))),
47
+ react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
124
48
  react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
125
49
  react_1.default.createElement("path", { d: "M2.5 2.5l7 7M9.5 2.5l-7 7", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" })))),
126
50
  react_1.default.createElement("div", { className: "font-tax-axis-head", style: { fontSize: 34, fontWeight: 900, color: "#A1E5E6", letterSpacing: "-1.5px" } },
@@ -129,40 +53,87 @@ function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
129
53
  fmtK(hi),
130
54
  react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text-3 font-normal font-tax-axis-body ml-2" }, "est. annual savings"))),
131
55
  react_1.default.createElement("div", { className: "flex-1 overflow-y-auto p-6" },
132
- s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: { background: "rgba(251,154,29,0.06)", border: "1px solid rgba(251,154,29,0.25)", color: "#FB9A1D" } },
56
+ s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: {
57
+ background: "rgba(251,154,29,0.06)",
58
+ border: "1px solid rgba(251,154,29,0.25)",
59
+ color: "#FB9A1D",
60
+ } },
133
61
  react_1.default.createElement("strong", null, "Flag: "),
134
62
  s.warning)),
135
- s.clientBrief && (react_1.default.createElement(Sec, { title: "Why This Matters" },
136
- react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.clientBrief))),
137
- savingsSection && (react_1.default.createElement(Sec, { title: "How Savings Break Down" },
138
- react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, savingsSection))),
139
- s.specialistNote && (react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-1", style: { borderLeft: "3px solid #FB9A1D" } },
140
- react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "Why You Need a Specialist"),
141
- react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.specialistNote))),
142
- react_1.default.createElement(Sec, { title: "Data Used in This Analysis" },
143
- react_1.default.createElement(SourceDocRows, { docs: s.sourceDocuments, trace: s.trace })),
144
- cpaSection && (react_1.default.createElement(Sec, { title: "CPA Engagement Notes", titleColor: "#9498B8" },
145
- react_1.default.createElement("div", { className: "rounded-[10px] p-3.5", style: { background: "rgba(14,17,50,0.6)", border: "1px solid rgba(36,131,132,0.10)" } },
146
- react_1.default.createElement("p", { className: "text-[12px] text-tax-axis-text-3 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, cpaSection)))),
147
- react_1.default.createElement(Sec, { title: "IRS Authority", titleColor: "#9498B8" },
63
+ react_1.default.createElement("div", { className: "mb-6" },
64
+ react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "WHY THIS MATTERS"),
65
+ react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, whyText)),
66
+ react_1.default.createElement("div", { className: "mb-6" },
67
+ react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "HOW SAVINGS BREAK DOWN"),
68
+ react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, breakdownText)),
69
+ react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-0.5", style: { borderLeft: "3px solid #FB9A1D" } },
70
+ react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "WHY YOU NEED A SPECIALIST"),
71
+ react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, specialistText)),
72
+ react_1.default.createElement("div", { className: "rounded-lg p-3 mb-6", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
73
+ react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-teal-light mb-1.5 font-tax-axis-mono" }, "WHAT WE'D DO NEXT"),
74
+ react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-[1.7] font-tax-axis-body" }, typeof nextText === "string" ? nextText : "Provide documents so we can calculate exact savings.")),
75
+ react_1.default.createElement(Sec, { title: "Summary" },
76
+ react_1.default.createElement("p", { className: "text-sm text-tax-axis-text leading-[1.8] font-tax-axis-body" }, s.abstract)),
77
+ react_1.default.createElement(Sec, { title: "Plain Language" },
78
+ react_1.default.createElement("div", { className: "p-3.5 rounded-[10px]", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
79
+ react_1.default.createElement("p", { className: "text-sm text-tax-axis-teal-light leading-[1.7] font-tax-axis-body italic" },
80
+ "\u201C",
81
+ s.clientBrief,
82
+ "\u201D"))),
83
+ react_1.default.createElement(Sec, { title: "Source Documents" },
84
+ react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
85
+ react_1.default.createElement("div", { className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { background: "#161938" } }, ["Field", "Document", "Line", "Value"].map((h) => (react_1.default.createElement("span", { key: h, className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, h)))),
86
+ sources.map((src, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } },
87
+ react_1.default.createElement("span", { className: "text-xs text-tax-axis-text" }, src.field),
88
+ react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.doc),
89
+ react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.line),
90
+ react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, src.value)))))),
91
+ react_1.default.createElement(Sec, { title: "Calculation Trace" },
92
+ react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
93
+ trace.map((t, i) => (react_1.default.createElement("div", { key: i, className: "p-3 flex gap-3 items-start", style: { borderTop: i ? "1px solid rgba(36,131,132,0.12)" : "none" } },
94
+ react_1.default.createElement("span", { className: "text-[11px] font-bold text-tax-axis-teal font-tax-axis-mono w-5 flex-shrink-0" }, t.n),
95
+ react_1.default.createElement("div", { className: "flex-1" },
96
+ react_1.default.createElement("div", { className: "text-[13px] font-medium text-tax-axis-text font-tax-axis-body mb-0.5" }, t.step),
97
+ react_1.default.createElement("div", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, t.formula)),
98
+ react_1.default.createElement("div", { className: "text-right flex-shrink-0" },
99
+ react_1.default.createElement("div", { className: "text-[13px] font-bold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
100
+ react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src))))),
101
+ react_1.default.createElement("div", { className: "p-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#161938" } },
102
+ react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2 font-tax-axis-mono" }, "Derivation"),
103
+ react_1.default.createElement("div", { className: "flex items-center gap-2 flex-wrap" }, trace.map((t, i) => (react_1.default.createElement("span", { key: i, className: "flex items-center gap-1.5" },
104
+ react_1.default.createElement("span", { className: "text-xs font-tax-axis-mono text-tax-axis-text px-2 py-0.5 rounded", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } }, t.result),
105
+ i < trace.length - 1 && (react_1.default.createElement("span", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-mono" }, "\u2192")))))),
106
+ trace.length > 1 && (react_1.default.createElement("div", { className: "mt-2 text-xs font-tax-axis-mono p-2 rounded-md leading-relaxed", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
107
+ react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, "Result: "),
108
+ react_1.default.createElement("span", { className: "font-semibold text-tax-axis-teal-light" }, trace[trace.length - 1].result),
109
+ react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, " via "),
110
+ react_1.default.createElement("span", { className: "text-tax-axis-text" }, trace[trace.length - 1].formula)))))),
111
+ react_1.default.createElement(Sec, { title: "IRS Authority" },
148
112
  react_1.default.createElement("div", { className: "p-3.5 rounded-[10px] mb-3", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
149
- react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority || "See engagement notes"),
150
- s.forms && (react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
113
+ react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority),
114
+ react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
151
115
  "Forms: ",
152
- react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms)))),
116
+ react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms))),
153
117
  react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
154
118
  react_1.default.createElement("div", { className: "p-3 flex gap-3 items-center", style: { borderBottom: "1px solid rgba(36,131,132,0.15)" } },
155
- react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= pos.dots ? pos.color : "rgba(36,131,132,0.2)" } })))),
156
- react_1.default.createElement("span", { className: "text-[13px] font-semibold font-tax-axis-head", style: { color: pos.color } }, pos.label)),
119
+ react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= 4 ? "#248384" : "rgba(36,131,132,0.2)" } })))),
120
+ react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-head" }, "Substantial Authority \u00B7 Low \u00A76694 Risk")),
157
121
  react_1.default.createElement("div", { className: "p-3" },
158
- react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body" },
159
- "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support.",
160
- pos.dots >= 4
161
- ? " This strategy holds Substantial Authority established IRS guidance supports this position. Low preparer penalty exposure under §6694(a)."
162
- : pos.dots === 3
163
- ? " This strategy rests on Reasonable Basis. CPA should document the position before filing and consider disclosure on Form 8275."
164
- : " This strategy requires preparer disclosure. Consult IRS guidance before taking this position."))))),
122
+ react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body mb-2" }, "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support. There are two tiers:"),
123
+ react_1.default.createElement("div", { className: "grid gap-1.5 mb-2.5" },
124
+ react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
125
+ react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 1 \u2014 Unreasonable Position"),
126
+ react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If a position lacks \u201Csubstantial authority\u201D (~40% chance of being sustained), the preparer faces the greater of $1,000 or 50% of the fee earned from that return.")),
127
+ react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
128
+ react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 2 \u2014 Willful or Reckless Conduct"),
129
+ react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If the preparer knowingly disregards rules or regulations, the penalty is the greater of $5,000 or 75% of the fee earned."))),
130
+ react_1.default.createElement("div", { className: "p-2 rounded-md flex gap-2 items-start", style: { background: "rgba(15,110,86,0.06)", border: "1px solid rgba(15,110,86,0.15)" } },
131
+ react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none", className: "flex-shrink-0 mt-0.5" },
132
+ react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "1.5", strokeLinecap: "round" })),
133
+ react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text leading-relaxed font-tax-axis-body" },
134
+ react_1.default.createElement("strong", { style: { color: "#0F6E56" } }, "This strategy holds Substantial Authority"),
135
+ " \u2014 established IRS guidance, published revenue rulings, or settled case law support this position. Signing off on this carries low preparer penalty exposure under \u00A76694(a).")))))),
165
136
  react_1.default.createElement("div", { className: "px-6 py-4 flex-shrink-0", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#0E1132" } },
166
- react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 uppercase tracking-widest font-tax-axis-mono mb-2" }, "What We'd Do Next"),
167
- react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text leading-relaxed" }, s.action || "Work with your CPA to implement this strategy.")))));
137
+ react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 mb-2" }, "Recommended action:"),
138
+ react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text" }, s.action)))));
168
139
  }