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

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

@@ -6,6 +6,8 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DocumentCard = DocumentCard;
 const react_1 = __importDefault(require("react"));
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
+// Inline style values per status — mock T hex values for SVG strokes and
+// rgba borders that don't have direct Tailwind token equivalents.
 const STATUS_STYLES = {
     empty: {
         iconBg: "#171B44",
@@ -17,28 +19,16 @@ const STATUS_STYLES = {
         iconBorder: "rgba(251,154,29,0.25)",
         cardBorder: "rgba(251,154,29,0.25)",
     },
-    parsing: {
-        iconBg: "rgba(36,131,132,0.08)",
-        iconBorder: "rgba(36,131,132,0.25)",
-        cardBorder: "rgba(36,131,132,0.25)",
-    },
-    failed: {
-        iconBg: "rgba(197,48,48,0.08)",
-        iconBorder: "rgba(197,48,48,0.25)",
-        cardBorder: "rgba(197,48,48,0.25)",
-    },
     valid: {
         iconBg: "rgba(15,110,86,0.08)",
         iconBorder: "rgba(15,110,86,0.25)",
         cardBorder: "rgba(15,110,86,0.25)",
     },
 };
-function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, fieldCount, onUpload, onClear, onRemove, onReview, }) {
-    var _a, _b, _c;
+function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, }) {
+    var _a;
     const ss = STATUS_STYLES[doc.status];
     const leftBorder = doc.status === "valid" ? "rgba(15,110,86,0.6)" : tierBorderColor;
-    const fileInputId = `tax-axis-upload-${doc.id}`;
-    const reuploadInputId = `tax-axis-reupload-${doc.id}`;
     return (react_1.default.createElement("div", { className: "bg-tax-axis-surface overflow-hidden", style: {
             border: `1px solid ${ss.cardBorder}`,
             borderLeft: `3px solid ${leftBorder}`,
@@ -52,63 +42,20 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
                 } }, doc.status === "validating" ? (react_1.default.createElement("div", { className: "w-3.5 h-3.5 rounded-full animate-spin", style: {
                     border: "2px solid transparent",
                     borderTopColor: "#FB9A1D",
-                } })) : doc.status === "parsing" ? (react_1.default.createElement("div", { className: "w-3.5 h-3.5 rounded-full animate-spin", style: {
-                    border: "2px solid transparent",
-                    borderTopColor: "#248384",
-                } })) : doc.status === "failed" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
-                react_1.default.createElement("path", { d: "M4 4l6 6M10 4L4 10", stroke: "#C53030", strokeWidth: "2", strokeLinecap: "round" }))) : doc.status === "valid" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
+                } })) : doc.status === "valid" ? (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
                 react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "2", strokeLinecap: "round" }))) : (react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
                 react_1.default.createElement("circle", { cx: "7", cy: "7", r: "5", stroke: "#9498B8", strokeWidth: "1.5", strokeDasharray: "3 3" })))),
             react_1.default.createElement("div", { className: "flex-1 min-w-0" },
                 react_1.default.createElement("div", { className: "flex items-center gap-1.5" },
                     react_1.default.createElement("span", { className: "text-[13px] font-medium text-white font-tax-axis-body" }, doc.name),
-                    doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText)),
-                    doc.status === "failed" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "red", size: "xs" }, "FAILED"))),
-                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, doc.status === "valid" && doc.fileName
-                    ? `${doc.fileName}${fieldCount ? ` \u00b7 ${fieldCount} fields extracted` : ""}`
-                    : doc.status === "failed" && doc.parseError
-                        ? doc.parseError
-                        : ((_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help)))),
+                    doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText))),
+                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, (_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help))),
             react_1.default.createElement("div", { className: "flex items-center gap-2 flex-shrink-0" },
                 doc.status === "valid" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
-                        react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "2", strokeLinecap: "round" })),
-                    onReview && (react_1.default.createElement("button", { onClick: onReview, className: "rounded-md px-3 py-1 text-[11px] font-semibold font-tax-axis-mono cursor-pointer flex items-center gap-1.5", style: {
-                            background: "rgba(99,102,241,0.12)",
-                            border: "1px solid rgba(99,102,241,0.30)",
-                            color: "#a5b4fc",
-                        } },
-                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
-                            react_1.default.createElement("rect", { x: "2", y: "1.5", width: "8", height: "9", rx: "1.5", stroke: "#a5b4fc", strokeWidth: "1.2" }),
-                            react_1.default.createElement("path", { d: "M4 4.5h4M4 6.5h4M4 8.5h2", stroke: "#a5b4fc", strokeWidth: "0.9", strokeLinecap: "round" })),
-                        "Review")),
+                    react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: "#0F6E56" } }, "Done"),
                     react_1.default.createElement("button", { onClick: onClear, className: "bg-transparent border-none p-1 text-tax-axis-text-4 text-sm cursor-pointer" }, "\u00D7"))),
-                (doc.status === "parsing" || doc.status === "validating") && (react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: doc.status === "parsing" ? "#248384" : "#FB9A1D" } }, doc.status === "parsing" ? "Parsing…" : "Uploading…")),
-                doc.status === "failed" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("input", { id: reuploadInputId, type: "file", className: "hidden", accept: (_b = doc.accept) === null || _b === void 0 ? void 0 : _b.join(","), onChange: (event) => {
-                            var _a;
-                            const file = (_a = event.target.files) === null || _a === void 0 ? void 0 : _a[0];
-                            if (file) {
-                                onUpload(file);
-                            }
-                            event.currentTarget.value = "";
-                        } }),
-                    react_1.default.createElement("label", { htmlFor: reuploadInputId, className: "rounded-md px-2.5 py-1 text-[10px] font-semibold text-tax-axis-teal-light font-tax-axis-mono cursor-pointer", style: {
-                            background: "rgba(36,131,132,0.10)",
-                            border: "1px solid rgba(36,131,132,0.2)",
-                        } }, "Re-upload"),
-                    react_1.default.createElement("button", { onClick: onRemove || onClear, className: "bg-transparent border-none p-1 text-tax-axis-text-4 text-sm cursor-pointer", title: "Remove document" }, "\u00D7"))),
-                doc.status === "empty" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("input", { id: fileInputId, type: "file", className: "hidden", accept: (_c = doc.accept) === null || _c === void 0 ? void 0 : _c.join(","), onChange: (event) => {
-                            var _a;
-                            const file = (_a = event.target.files) === null || _a === void 0 ? void 0 : _a[0];
-                            if (file) {
-                                onUpload(file);
-                            }
-                            event.currentTarget.value = "";
-                        } }),
-                    react_1.default.createElement("label", { htmlFor: fileInputId, className: "rounded-md px-3.5 py-1.5 text-[11px] font-semibold text-tax-axis-teal-light font-tax-axis-mono cursor-pointer", style: {
-                            background: "rgba(36,131,132,0.10)",
-                            border: "1px solid rgba(36,131,132,0.2)",
-                        } }, "Upload")))))));
+                doc.status === "empty" && (react_1.default.createElement("button", { onClick: onUpload, className: "rounded-md px-3.5 py-1.5 text-[11px] font-semibold text-tax-axis-teal-light font-tax-axis-mono cursor-pointer", style: {
+                        background: "rgba(36,131,132,0.10)",
+                        border: "1px solid rgba(36,131,132,0.2)",
+                    } }, "Upload"))))));
 }

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

@@ -14,11 +14,8 @@ interface DocumentTierProps {
     tier: TierDef;
     docs: DocState[];
     helpOverrides: Record<string, string>;
-    fieldCounts?: Record<string, number>;
-    onUpload: (idx: number, file: File) => void;
+    onUpload: (idx: number) => void;
     onClear: (idx: number) => void;
-    onRemove?: (idx: number) => void;
-    onReview?: (docId: string) => void;
 }
-export declare function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }: DocumentTierProps): React.JSX.Element | null;
+export declare function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, }: DocumentTierProps): React.JSX.Element | null;
 export {};

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

@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.DocumentTier = DocumentTier;
 const react_1 = __importDefault(require("react"));
 const DocumentCard_1 = require("./DocumentCard");
-function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }) {
+function DocumentTier({ tier, docs, helpOverrides, onUpload, onClear, }) {
     const tierDocs = tier.ids
         .map((id) => {
         const idx = docs.findIndex((d) => d.id === id);
@@ -19,5 +19,5 @@ function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClea
         react_1.default.createElement("div", { className: "flex items-center gap-2 mb-2" },
             react_1.default.createElement("span", { className: "text-[10px] font-bold uppercase tracking-widest font-tax-axis-mono", style: { color: tier.labelColor } }, tier.label),
             react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, tier.sublabel)),
-        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], fieldCount: fieldCounts === null || fieldCounts === void 0 ? void 0 : fieldCounts[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx), onRemove: onRemove ? () => onRemove(idx) : undefined, onReview: onReview ? () => onReview(doc.id) : undefined }))))));
+        react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], onUpload: () => onUpload(idx), onClear: () => onClear(idx) }))))));
 }

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

@@ -1,32 +1,8 @@
 import React from "react";
 import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
-import { TaxAxisEntityTypeKey } from "../../lib/data/documents";
-import { DocState } from "./DocumentCard";
 export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     profile: ClientProfile;
-    entityType?: TaxAxisEntityTypeKey | string | null;
     onContinue: () => void;
     onBack: () => void;
-    onUploadDocument?: (doc: DocState, file: File) => Promise<void | {
-        documentId?: string;
-        fileName?: string;
-        status?: string;
-        documentType?: string;
-        parseError?: string | null;
-    }>;
-    onDeleteDocument?: (documentId: string) => Promise<void>;
-    fetchUploadedDocuments?: () => Promise<Array<{
-        documentId?: string;
-        fileName: string;
-        status: string;
-        documentType?: string | null;
-        parseError?: string | null;
-        updatedAt?: string | null;
-        parsedData?: Record<string, unknown> | null;
-        reviewedData?: Record<string, unknown> | null;
-    }>>;
-    parsedFieldCounts?: Record<string, number>;
-    jobId?: string;
-    onSaveReviewedField?: (documentId: string, reviewedData: Record<string, unknown>) => Promise<void>;
 }
-export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

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

@@ -22,22 +22,34 @@ var __importStar = (this && this.__importStar) || function (mod) {
     __setModuleDefault(result, mod);
     return result;
 };
-var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
-    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
-    return new (P || (P = Promise))(function (resolve, reject) {
-        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
-        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
-        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
-        step((generator = generator.apply(thisArg, _arguments || [])).next());
-    });
-};
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisDocuments = TaxAxisDocuments;
 const react_1 = __importStar(require("react"));
 const documents_1 = require("../../lib/data/documents");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const DocumentTier_1 = require("./DocumentTier");
-const DocumentReviewModal_1 = require("./DocumentReviewModal");
+// Stub filenames assigned when the user clicks "Upload" (mock App.jsx:1237)
+const STUB_FILENAMES = {
+    "1120s": "2025_1120S.pdf",
+    "state-return": "2025_State_Return.pdf",
+    "payroll": "2025_Payroll.xlsx",
+    "pnl": "QBO_PnL_2025.pdf",
+    "balance": "QBO_BS_2025.pdf",
+    "cashflow": "QBO_CashFlow_2025.pdf",
+    "fixed-assets": "Fixed_Assets.xlsx",
+    "prior-returns": "Prior_Returns.pdf",
+};
+// Short help text shown below each doc name when not yet uploaded
+// (mock App.jsx:1384). Overrides the longer DOC_SPECS_BASE.help.
+const HELP_OVERRIDES = {
+    "1120s": "Improves accuracy of every strategy",
+    "payroll": "Critical for Entity Structure and QBI calculations",
+    "fixed-assets": "Unlocks Cost Segregation (potential $15K\u201385K)",
+    "state-return": "If client operates in income-tax states",
+    "cashflow": "Helps with income deferral and timing strategies",
+    "prior-returns": "Improves confidence intervals (more years = tighter estimates)",
+};
+// Tier groupings from mock (App.jsx:1379-1383)
 const TIER_DEFS = [
     {
         key: "required",
@@ -47,7 +59,7 @@ const TIER_DEFS = [
         labelColor: "#C53030",
         badgeColor: "red",
         badgeText: "REQUIRED",
-        ids: [],
+        ids: ["pnl", "balance"],
     },
     {
         key: "recommended",
@@ -57,7 +69,7 @@ const TIER_DEFS = [
         labelColor: "#FB9A1D",
         badgeColor: "orange",
         badgeText: "RECOMMENDED",
-        ids: [],
+        ids: ["1120s", "payroll", "fixed-assets"],
     },
     {
         key: "conditional",
@@ -67,247 +79,37 @@ const TIER_DEFS = [
         labelColor: "#C8CCE5",
         badgeColor: "neutral",
         badgeText: "CONDITIONAL",
-        ids: [],
+        ids: ["state-return", "cashflow", "prior-returns"],
     },
 ];
-function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", }) {
-    var _a, _b, _c, _d, _e;
-    const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(entityType !== null && entityType !== void 0 ? entityType : undefined), [entityType]);
-    // Build tier defs dynamically from the doc spec list so they're always in sync.
-    const tierDefs = (0, react_1.useMemo)(() => {
-        return TIER_DEFS.map((def) => (Object.assign(Object.assign({}, def), { ids: docSpecs
-                .filter((s) => s.tier === def.key)
-                .map((s) => s.id) })));
-    }, [docSpecs]);
-    const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null, parseError: null }))));
-    const [uploadedDocIds, setUploadedDocIds] = (0, react_1.useState)({});
-    const [continueError, setContinueError] = (0, react_1.useState)(null);
-    const [reviewDocId, setReviewDocId] = (0, react_1.useState)(null);
-    // parsedData keyed by documentType (e.g. "profit_loss") — populated from poll results
-    const [parsedDataByDocType, setParsedDataByDocType] = (0, react_1.useState)({});
-    // reviewedData keyed by documentType — populated after CPA saves corrections; takes priority over parsedData in modal
-    const [reviewedDataByDocType, setReviewedDataByDocType] = (0, react_1.useState)({});
-    // On mount, restore card state from any already-uploaded documents in this session.
-    // This runs whenever the user re-enters the DOCUMENT_UPLOAD step (e.g. after an
-    // eval failure) so previously uploaded files appear as valid/failed instead of empty.
-    (0, react_1.useEffect)(() => {
-        if (!fetchUploadedDocuments)
-            return;
-        fetchUploadedDocuments().then((uploaded) => {
-            if (!uploaded.length)
-                return;
-            const parsedByType = {};
-            const reviewedByType = {};
-            const nextDocIds = {};
-            setDocs((prev) => prev.map((docState, idx) => {
-                // Match by documentType (canonical key) — find the most recently updated upload
-                const candidates = uploaded.filter((u) => String(u.documentType || '').toLowerCase() === (docState.documentType || docState.id).toLowerCase());
-                const match = candidates.sort((a, b) => new Date(String(b.updatedAt || 0)).getTime() - new Date(String(a.updatedAt || 0)).getTime())[0];
-                if (!match)
-                    return docState;
-                // Populate uploadedDocIds for delete/review actions
-                if (match.documentId) {
-                    nextDocIds[idx] = match.documentId;
-                }
-                const apiStatus = String(match.status || '').toUpperCase();
-                const nextStatus = apiStatus === 'PARSED' ? 'valid' :
-                    apiStatus === 'FAILED' ? 'failed' :
-                        apiStatus === 'PARSING' || apiStatus === 'UPLOADED' ? 'parsing' :
-                            docState.status;
-                return Object.assign(Object.assign({}, docState), { status: nextStatus, fileName: match.fileName || docState.fileName, parseError: match.parseError || null });
-            }));
-            // Populate document ID map in one batch
-            setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), nextDocIds)));
-            // Populate review modal data
-            for (const doc of uploaded) {
-                if (!doc.documentType)
-                    continue;
-                if (doc.parsedData)
-                    parsedByType[doc.documentType] = doc.parsedData;
-                if (doc.reviewedData && Object.keys(doc.reviewedData).length > 0) {
-                    reviewedByType[doc.documentType] = doc.reviewedData;
-                }
-            }
-            if (Object.keys(parsedByType).length > 0)
-                setParsedDataByDocType(parsedByType);
-            if (Object.keys(reviewedByType).length > 0)
-                setReviewedDataByDocType(reviewedByType);
-        }).catch(() => { });
-        // eslint-disable-next-line react-hooks/exhaustive-deps
-    }, []);
-    const reviewDoc = reviewDocId
-        ? (_a = docs.find((d) => d.id === reviewDocId)) !== null && _a !== void 0 ? _a : null
-        : null;
-    // Prefer reviewedData (CPA-corrected) over parsedData (raw LLM extraction)
-    const reviewParsedData = reviewDoc
-        ? ((_e = (_d = (_c = (_b = reviewedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _b !== void 0 ? _b : reviewedDataByDocType[reviewDoc.id]) !== null && _c !== void 0 ? _c : parsedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _d !== void 0 ? _d : parsedDataByDocType[reviewDoc.id]) !== null && _e !== void 0 ? _e : null)
-        : null;
-    const pollForParseStatus = (idx, fileName, documentType) => __awaiter(this, void 0, void 0, function* () {
-        if (!fetchUploadedDocuments)
-            return;
-        const maxAttempts = 80;
-        const pollIntervalMs = 1500;
-        for (let attempt = 0; attempt < maxAttempts; attempt += 1) {
-            try {
-                const uploaded = yield fetchUploadedDocuments();
-                // Match by documentType first (exact lowercase key), fall back to fileName.
-                const typeMatch = uploaded.filter((doc) => doc.fileName === fileName &&
-                    String(doc.documentType || "").toLowerCase() === documentType.toLowerCase());
-                const nameMatch = uploaded.filter((doc) => doc.fileName === fileName);
-                const candidates = typeMatch.length > 0 ? typeMatch : nameMatch;
-                const match = candidates
-                    .slice()
-                    .sort((a, b) => new Date(String(b.updatedAt || "")).getTime() -
-                    new Date(String(a.updatedAt || "")).getTime())[0];
-                if (match) {
-                    const status = String(match.status || "").toUpperCase();
-                    if (status === "FAILED") {
-                        setDocs((prev) => prev.map((d, i) => i === idx
-                            ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: match.parseError || "Parsing failed. Try a different file." }) : d));
-                        return;
-                    }
-                    if (status === "PARSED") {
-                        setDocs((prev) => prev.map((d, i) => i === idx
-                            ? Object.assign(Object.assign({}, d), { status: "valid", fileName, parseError: null }) : d));
-                        if (match.parsedData && documentType) {
-                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
-                        }
-                        return;
-                    }
-                    if (status === "PARSING" || status === "UPLOADED") {
-                        setDocs((prev) => prev.map((d, i) => i === idx
-                            ? Object.assign(Object.assign({}, d), { status: "parsing", fileName }) : d));
-                    }
-                }
-            }
-            catch (_pollError) {
-                // keep polling
-            }
-            yield new Promise((resolve) => setTimeout(resolve, pollIntervalMs));
-        }
-        setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: "Parsing timed out. Please try again." }) : d));
-    });
-    const handleUpload = (idx, file) => __awaiter(this, void 0, void 0, function* () {
-        const selectedDoc = docs[idx];
-        if (!selectedDoc)
-            return;
-        setContinueError(null);
+function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userContext = "expert", }) {
+    const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(profile), [profile]);
+    const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null }))));
+    // Stub upload: empty -> validating -> valid after a short delay
+    // (mock App.jsx:1238-1241)
+    const handleUpload = (idx) => {
         setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name, parseError: null }) : d));
-        try {
-            const uploadResult = onUploadDocument
-                ? yield onUploadDocument(selectedDoc, file)
-                : undefined;
-            const nextFileName = file.name;
-            // Use the canonical documentType from the catalog entry.
-            const documentType = selectedDoc.documentType;
-            const immediateStatus = String((uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.status) || "").toUpperCase();
-            if (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.documentId) {
-                setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), { [idx]: uploadResult.documentId })));
-            }
-            if (immediateStatus === "PARSED") {
-                setDocs((prev) => prev.map((d, i) => i === idx
-                    ? Object.assign(Object.assign({}, d), { status: "valid", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: null }) : d));
-                // parsedData is not on the upload mutation response — fetch it now via one poll call.
-                if (fetchUploadedDocuments && documentType) {
-                    try {
-                        const uploaded = yield fetchUploadedDocuments();
-                        const match = uploaded.find((d) => String(d.documentType || "").toLowerCase() === documentType.toLowerCase());
-                        if (match === null || match === void 0 ? void 0 : match.parsedData) {
-                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
-                        }
-                    }
-                    catch (_a) {
-                        // non-fatal — user can still open modal, will show empty state
-                    }
-                }
-                return;
-            }
-            if (immediateStatus === "FAILED") {
-                setDocs((prev) => prev.map((d, i) => i === idx
-                    ? Object.assign(Object.assign({}, d), { status: "failed", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.parseError) || "Parsing failed. Please upload a correct document." }) : d));
-                return;
-            }
-            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "parsing", fileName: nextFileName }) : d));
-            yield pollForParseStatus(idx, nextFileName, documentType);
-        }
-        catch (uploadError) {
-            const errorMessage = uploadError instanceof Error
-                ? uploadError.message
-                : "Upload failed. Please try again.";
-            setDocs((prev) => prev.map((d, i) => i === idx
-                ? Object.assign(Object.assign({}, d), { status: "failed", parseError: errorMessage }) : d));
-        }
-    });
+            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: STUB_FILENAMES[d.id] || "document.pdf" }) : d));
+        setTimeout(() => setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "valid" }) : d)), 500 + Math.random() * 400);
+    };
     const handleClear = (idx) => {
         setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null, parseError: null }) : d));
-        setContinueError(null);
+            ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null }) : d));
     };
-    const handleRemove = (idx) => __awaiter(this, void 0, void 0, function* () {
-        const docId = uploadedDocIds[idx];
-        if (docId && onDeleteDocument) {
-            try {
-                yield onDeleteDocument(docId);
-            }
-            catch (_deleteError) {
-                // clear from UI even if backend delete fails
-            }
-        }
-        setUploadedDocIds((prev) => {
-            const next = Object.assign({}, prev);
-            delete next[idx];
-            return next;
-        });
-        handleClear(idx);
-    });
-    const handleContinue = () => __awaiter(this, void 0, void 0, function* () {
-        const failedDocs = docs.filter((d) => d.status === "failed");
-        if (failedDocs.length > 0) {
-            const names = failedDocs.map((d) => d.name).join(", ");
-            setContinueError(`Cannot continue — ${failedDocs.length === 1 ? "this document has" : "these documents have"} errors: ${names}. Please re-upload correct files or remove them.`);
-            return;
-        }
-        setContinueError(null);
-        // For every parsed doc that was not manually reviewed, persist parsedData.fields
-        // as reviewedData so the engine always has a reviewedData record to read from.
-        if (onSaveReviewedField) {
-            const validDocs = docs.filter((d) => d.status === "valid");
-            yield Promise.all(validDocs.map((doc) => __awaiter(this, void 0, void 0, function* () {
-                var _a;
-                const idx = docs.indexOf(doc);
-                const documentId = uploadedDocIds[idx];
-                if (!documentId)
-                    return;
-                const parsed = parsedDataByDocType[doc.documentType || doc.id];
-                if (!parsed)
-                    return;
-                const fields = ((_a = parsed.fields) !== null && _a !== void 0 ? _a : parsed);
-                // Convert all scalar values to strings for reviewedData
-                const reviewedFields = {};
-                for (const [k, v] of Object.entries(fields)) {
-                    if (v !== null && v !== undefined && typeof v !== "object") {
-                        reviewedFields[k] = v;
-                    }
-                }
-                if (Object.keys(reviewedFields).length > 0) {
-                    try {
-                        yield onSaveReviewedField(documentId, reviewedFields);
-                    }
-                    catch ( /* non-fatal */_b) { /* non-fatal */ }
-                }
-            })));
-        }
-        onContinue();
-    });
     const validCount = docs.filter((d) => d.status === "valid").length;
-    const failedCount = docs.filter((d) => d.status === "failed").length;
-    const busyCount = docs.filter((d) => d.status === "validating" || d.status === "parsing").length;
-    const coveragePct = validCount === 0 ? 32
-        : validCount === 1 ? 50
-            : validCount === 2 ? 60
-                : validCount <= 4 ? 75
-                    : validCount <= 6 ? 90
+    const requiredCount = docs.filter((d) => d.required === true).length;
+    const requiredValid = docs.filter((d) => d.required === true && d.status === "valid").length;
+    // Coverage heuristic from mock (App.jsx:1361)
+    const coveragePct = validCount === 0
+        ? 32
+        : validCount === 1
+            ? 50
+            : validCount === 2
+                ? 60
+                : validCount <= 4
+                    ? 75
+                    : validCount <= 6
+                        ? 90
                         : 100;
     const strategiesCovered = Math.round((25 * coveragePct) / 100);
     return (react_1.default.createElement("div", { className: "max-w-[580px] mx-auto" },
@@ -346,27 +148,10 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                     coveragePct,
                     "% coverage"),
                 validCount < docs.length && (react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, "Upload more documents to increase strategy coverage")))),
-        continueError && (react_1.default.createElement("div", { className: "py-3 px-4 mb-4 text-xs leading-relaxed font-tax-axis-body rounded-lg", style: {
-                background: "rgba(197,48,48,0.08)",
-                border: "1px solid rgba(197,48,48,0.3)",
-                color: "#FEB2B2",
-            } }, continueError)),
-        tierDefs.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: {}, fieldCounts: parsedFieldCounts, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove, onReview: (docId) => setReviewDocId(docId) }))),
+        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, onUpload: handleUpload, onClear: handleClear }))),
         react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
-            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: handleContinue, className: "flex-1", disabled: busyCount > 0 }, busyCount > 0
-                ? "Processing..."
-                : failedCount > 0
-                    ? `Continue (${failedCount} failed)`
-                    : "Continue")),
-        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
-                ? (fields) => __awaiter(this, void 0, void 0, function* () {
-                    const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
-                    if (docId)
-                        yield onSaveReviewedField(docId, fields);
-                    // Store locally so reopening the modal shows corrected values
-                    const docTypeKey = reviewDoc.documentType || reviewDoc.id;
-                    setReviewedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [docTypeKey]: fields })));
-                })
-                : undefined, onClose: () => setReviewDocId(null) }))));
+            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onContinue, disabled: requiredCount > requiredValid, className: "flex-1" }, requiredCount > requiredValid
+                ? `Upload ${requiredCount - requiredValid} more required doc${requiredCount - requiredValid > 1 ? "s" : ""}`
+                : "Run Analysis"))));
 }

package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.d.ts

@@ -0,0 +1,13 @@
+import React from "react";
+import type { QboReportOption } from "./types";
+interface QboAvailableReportsModalProps {
+    open: boolean;
+    companyName: string;
+    reports?: QboReportOption[];
+    selectedYear?: number;
+    onYearChange?: (year: number) => void;
+    onCancel: () => void;
+    onConfirm: (selectedReportIds: string[]) => void;
+}
+export declare function QboAvailableReportsModal({ open, companyName, reports, selectedYear, onYearChange, onCancel, onConfirm, }: QboAvailableReportsModalProps): React.JSX.Element | null;
+export {};