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

package/lib/tax-axis/components/documents/qbo/QboImportingModal.js

@@ -0,0 +1,75 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.QboImportingModal = QboImportingModal;
+const react_1 = __importDefault(require("react"));
+const qboConstants_1 = require("./qboConstants");
+function QboImportingModal({ open, currentStepIndex, companyName, }) {
+    if (!open)
+        return null;
+    return (react_1.default.createElement("div", { style: {
+            position: "fixed",
+            inset: 0,
+            zIndex: 9999,
+            background: "rgba(0,0,0,0.65)",
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "center",
+        } },
+        react_1.default.createElement("div", { style: {
+                width: 420,
+                background: "#111827",
+                border: "1px solid #1f2937",
+                borderRadius: 16,
+                boxShadow: "0 25px 60px rgba(0,0,0,0.5)",
+                padding: "28px 24px 24px",
+            } },
+            react_1.default.createElement("div", { style: { textAlign: "center", marginBottom: 24 } },
+                react_1.default.createElement("div", { style: { fontSize: 15, fontWeight: 600, color: "#f3f4f6" } }, "Importing from QuickBooks"),
+                react_1.default.createElement("div", { style: { fontSize: 12, color: "#9ca3af", marginTop: 4 } }, companyName)),
+            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 6 } }, qboConstants_1.IMPORT_STEPS.map((step, i) => {
+                const isComplete = i < currentStepIndex;
+                const isActive = i === currentStepIndex;
+                const isPending = i > currentStepIndex;
+                return (react_1.default.createElement("div", { key: step.key, style: {
+                        display: "flex",
+                        alignItems: "center",
+                        gap: 12,
+                        padding: "10px 12px",
+                        borderRadius: 8,
+                        background: isActive ? "rgba(44,160,28,0.06)" : "transparent",
+                    } },
+                    react_1.default.createElement("div", { style: Object.assign({ width: 24, height: 24, borderRadius: "50%", display: "flex", alignItems: "center", justifyContent: "center", flexShrink: 0 }, (isComplete
+                            ? { background: "rgba(44,160,28,0.15)" }
+                            : isActive
+                                ? { background: "rgba(44,160,28,0.1)", border: "2px solid rgba(44,160,28,0.3)" }
+                                : { background: "rgba(75,85,99,0.15)" })) }, isComplete ? (react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                        react_1.default.createElement("path", { d: "M2.5 6l3 3 4.5-5", stroke: qboConstants_1.QBO_GREEN, strokeWidth: "1.5", strokeLinecap: "round" }))) : isActive ? (react_1.default.createElement("div", { style: {
+                            width: 12,
+                            height: 12,
+                            borderRadius: "50%",
+                            border: "2px solid transparent",
+                            borderTopColor: qboConstants_1.QBO_GREEN,
+                            animation: "qbo-spin 0.8s linear infinite",
+                        } })) : (react_1.default.createElement("div", { style: {
+                            width: 6,
+                            height: 6,
+                            borderRadius: "50%",
+                            background: "#4b5563",
+                        } }))),
+                    react_1.default.createElement("span", { style: {
+                            fontSize: 13,
+                            fontWeight: isActive ? 500 : 400,
+                            color: isComplete ? qboConstants_1.QBO_GREEN : isActive ? "#e5e7eb" : "#6b7280",
+                        } },
+                        step.label,
+                        isComplete && (react_1.default.createElement("span", { style: { fontSize: 11, color: "#6b7280", marginLeft: 6 } }, "Done")))));
+            })),
+            react_1.default.createElement("style", null, `
+          @keyframes qbo-spin {
+            to { transform: rotate(360deg); }
+          }
+        `))));
+}

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

@@ -0,0 +1,8 @@
+import React from "react";
+interface QboPermissionsModalProps {
+    open: boolean;
+    onCancel: () => void;
+    onContinue: () => void;
+}
+export declare function QboPermissionsModal({ open, onCancel, onContinue, }: QboPermissionsModalProps): React.JSX.Element | null;
+export {};

package/lib/tax-axis/components/documents/qbo/QboPermissionsModal.js

@@ -0,0 +1,126 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.QboPermissionsModal = QboPermissionsModal;
+const react_1 = __importDefault(require("react"));
+const qboConstants_1 = require("./qboConstants");
+function QboPermissionsModal({ open, onCancel, onContinue, }) {
+    if (!open)
+        return null;
+    return (react_1.default.createElement("div", { onClick: onCancel, style: {
+            position: "fixed",
+            inset: 0,
+            zIndex: 9999,
+            background: "rgba(0,0,0,0.65)",
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "center",
+        } },
+        react_1.default.createElement("div", { onClick: (e) => e.stopPropagation(), style: {
+                width: 440,
+                maxHeight: "85vh",
+                background: "#111827",
+                border: "1px solid #1f2937",
+                borderRadius: 16,
+                display: "flex",
+                flexDirection: "column",
+                boxShadow: "0 25px 60px rgba(0,0,0,0.5)",
+            } },
+            react_1.default.createElement("div", { style: { padding: "20px 24px 16px", borderBottom: "1px solid #1f2937" } },
+                react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 12 } },
+                    react_1.default.createElement("div", { style: {
+                            width: 36,
+                            height: 36,
+                            borderRadius: 8,
+                            background: "rgba(44,160,28,0.12)",
+                            border: "1px solid rgba(44,160,28,0.25)",
+                            display: "flex",
+                            alignItems: "center",
+                            justifyContent: "center",
+                        } },
+                        react_1.default.createElement("svg", { width: "18", height: "18", viewBox: "0 0 24 24", fill: "none" },
+                            react_1.default.createElement("rect", { width: "24", height: "24", rx: "4", fill: qboConstants_1.QBO_GREEN }),
+                            react_1.default.createElement("path", { d: "M12 4C7.58 4 4 7.58 4 12s3.58 8 8 8 8-3.58 8-8-3.58-8-8-8zm-1.5 12.5c-2.49 0-4.5-2.01-4.5-4.5s2.01-4.5 4.5-4.5c.83 0 1.5.67 1.5 1.5s-.67 1.5-1.5 1.5-1.5.67-1.5 1.5.67 1.5 1.5 1.5 1.5-.67 1.5-1.5c0-.83.67-1.5 1.5-1.5s1.5.67 1.5 1.5c0 2.49-2.01 4.5-4.5 4.5zm3 0c-.83 0-1.5-.67-1.5-1.5s.67-1.5 1.5-1.5 1.5-.67 1.5-1.5-.67-1.5-1.5-1.5-1.5.67-1.5 1.5c0 .83-.67 1.5-1.5 1.5s-1.5-.67-1.5-1.5c0-2.49 2.01-4.5 4.5-4.5s4.5 2.01 4.5 4.5-2.01 4.5-4.5 4.5z", fill: "white" }))),
+                    react_1.default.createElement("div", { style: { flex: 1 } },
+                        react_1.default.createElement("div", { style: { fontSize: 15, fontWeight: 600, color: "#f3f4f6" } }, "Connect QuickBooks Online"),
+                        react_1.default.createElement("div", { style: { fontSize: 12, color: "#9ca3af", marginTop: 2 } }, "TaxAxis will request the following permissions")),
+                    react_1.default.createElement("button", { onClick: onCancel, style: {
+                            background: "transparent",
+                            border: "none",
+                            color: "#6b7280",
+                            fontSize: 18,
+                            cursor: "pointer",
+                            padding: 4,
+                            lineHeight: 1,
+                        } }, "\u00D7"))),
+            react_1.default.createElement("div", { style: { padding: "16px 24px", flex: 1, overflowY: "auto" } }, qboConstants_1.QBO_PERMISSIONS.map((perm, i) => (react_1.default.createElement("div", { key: i, style: {
+                    display: "flex",
+                    alignItems: "center",
+                    gap: 12,
+                    padding: "12px 0",
+                    borderBottom: i < qboConstants_1.QBO_PERMISSIONS.length - 1 ? "1px solid #1f2937" : "none",
+                } },
+                react_1.default.createElement("div", { style: {
+                        width: 28,
+                        height: 28,
+                        borderRadius: 6,
+                        background: "rgba(44,160,28,0.08)",
+                        border: "1px solid rgba(44,160,28,0.2)",
+                        display: "flex",
+                        alignItems: "center",
+                        justifyContent: "center",
+                        flexShrink: 0,
+                    } },
+                    react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                        react_1.default.createElement("path", { d: "M2 6l3 3 5-5.5", stroke: qboConstants_1.QBO_GREEN, strokeWidth: "1.5", strokeLinecap: "round" }))),
+                react_1.default.createElement("div", { style: { flex: 1, minWidth: 0 } },
+                    react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 500, color: "#e5e7eb" } }, perm.label),
+                    react_1.default.createElement("div", { style: { fontSize: 11, color: "#9ca3af", marginTop: 2 } }, perm.description)),
+                react_1.default.createElement("span", { style: {
+                        fontSize: 9,
+                        fontWeight: 700,
+                        color: "#9ca3af",
+                        background: "rgba(156,163,175,0.1)",
+                        border: "1px solid rgba(156,163,175,0.2)",
+                        borderRadius: 4,
+                        padding: "2px 6px",
+                        letterSpacing: "0.05em",
+                        flexShrink: 0,
+                    } }, "READ ONLY"))))),
+            react_1.default.createElement("div", { style: {
+                    padding: "14px 24px",
+                    borderTop: "1px solid #1f2937",
+                    display: "flex",
+                    justifyContent: "flex-end",
+                    gap: 10,
+                } },
+                react_1.default.createElement("button", { onClick: onCancel, style: {
+                        background: "transparent",
+                        border: "1px solid #374151",
+                        borderRadius: 8,
+                        padding: "8px 18px",
+                        fontSize: 13,
+                        fontWeight: 500,
+                        color: "#9ca3af",
+                        cursor: "pointer",
+                    } }, "Cancel"),
+                react_1.default.createElement("button", { onClick: onContinue, style: {
+                        background: qboConstants_1.INTUIT_BLUE,
+                        border: "none",
+                        borderRadius: 8,
+                        padding: "8px 20px",
+                        fontSize: 13,
+                        fontWeight: 600,
+                        color: "white",
+                        cursor: "pointer",
+                        display: "flex",
+                        alignItems: "center",
+                        gap: 6,
+                        boxShadow: "0 2px 8px rgba(0,119,197,0.3)",
+                    } },
+                    "Continue to Intuit",
+                    react_1.default.createElement("svg", { width: "10", height: "10", viewBox: "0 0 10 10", fill: "none" },
+                        react_1.default.createElement("path", { d: "M2 5h6M5.5 2.5L8 5 5.5 7.5", stroke: "white", strokeWidth: "1.5", strokeLinecap: "round", strokeLinejoin: "round" })))))));
+}

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

@@ -0,0 +1,8 @@
+export { QboConnectBanner } from "./QboConnectBanner";
+export { QboPermissionsModal } from "./QboPermissionsModal";
+export { QboClientSelectorModal } from "./QboClientSelectorModal";
+export { QboAvailableReportsModal } from "./QboAvailableReportsModal";
+export { QboImportingModal } from "./QboImportingModal";
+export { QboDocumentMappingModal } from "./QboDocumentMappingModal";
+export { useQboFlow } from "./useQboFlow";
+export type { QboCompany, QboReportOption, QboMappingRow, QboImportStep, QboModalStep, QboFlowState, QboFlowProps, } from "./types";

package/lib/tax-axis/components/documents/qbo/index.js

@@ -0,0 +1,17 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.useQboFlow = exports.QboDocumentMappingModal = exports.QboImportingModal = exports.QboAvailableReportsModal = exports.QboClientSelectorModal = exports.QboPermissionsModal = exports.QboConnectBanner = void 0;
+var QboConnectBanner_1 = require("./QboConnectBanner");
+Object.defineProperty(exports, "QboConnectBanner", { enumerable: true, get: function () { return QboConnectBanner_1.QboConnectBanner; } });
+var QboPermissionsModal_1 = require("./QboPermissionsModal");
+Object.defineProperty(exports, "QboPermissionsModal", { enumerable: true, get: function () { return QboPermissionsModal_1.QboPermissionsModal; } });
+var QboClientSelectorModal_1 = require("./QboClientSelectorModal");
+Object.defineProperty(exports, "QboClientSelectorModal", { enumerable: true, get: function () { return QboClientSelectorModal_1.QboClientSelectorModal; } });
+var QboAvailableReportsModal_1 = require("./QboAvailableReportsModal");
+Object.defineProperty(exports, "QboAvailableReportsModal", { enumerable: true, get: function () { return QboAvailableReportsModal_1.QboAvailableReportsModal; } });
+var QboImportingModal_1 = require("./QboImportingModal");
+Object.defineProperty(exports, "QboImportingModal", { enumerable: true, get: function () { return QboImportingModal_1.QboImportingModal; } });
+var QboDocumentMappingModal_1 = require("./QboDocumentMappingModal");
+Object.defineProperty(exports, "QboDocumentMappingModal", { enumerable: true, get: function () { return QboDocumentMappingModal_1.QboDocumentMappingModal; } });
+var useQboFlow_1 = require("./useQboFlow");
+Object.defineProperty(exports, "useQboFlow", { enumerable: true, get: function () { return useQboFlow_1.useQboFlow; } });

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

@@ -0,0 +1,24 @@
+import type { QboCompany, QboReportOption, QboMappingRow, QboImportStep } from "./types";
+export declare const QBO_GREEN = "#2CA01C";
+export declare const QBO_GREEN_LIGHT = "#3FBF2E";
+export declare const QBO_GREEN_BG = "rgba(44,160,28,0.08)";
+export declare const QBO_GREEN_BORDER = "rgba(44,160,28,0.25)";
+export declare const INTUIT_BLUE = "#0077C5";
+export declare const MOCK_COMPANIES: QboCompany[];
+export declare const QBO_PERMISSIONS: {
+    label: string;
+    description: string;
+}[];
+export declare const QBO_REPORT_OPTIONS: QboReportOption[];
+export declare const IMPORT_STEPS: {
+    key: QboImportStep;
+    label: string;
+}[];
+export declare const PL_MAPPING_ROWS: QboMappingRow[];
+export declare const BS_MAPPING_ROWS: QboMappingRow[];
+export declare const LS_QBO_CONNECTED = "quickbooks_connected";
+export declare const LS_QBO_ACCESS_TOKEN = "quickbooks_access_token";
+export declare const LS_QBO_REFRESH_TOKEN = "quickbooks_refresh_token";
+export declare const LS_QBO_TOKEN_EXPIRY = "quickbooks_token_expiry";
+export declare const LS_QBO_REALM_ID = "quickbooks_realm_id";
+export declare const LS_QBO_COMPANY_NAME = "taxaxis_qbo_company_name";

package/lib/tax-axis/components/documents/qbo/qboConstants.js

@@ -0,0 +1,71 @@
+"use strict";
+// QBO Connect Flow — constants and mock data
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LS_QBO_COMPANY_NAME = exports.LS_QBO_REALM_ID = exports.LS_QBO_TOKEN_EXPIRY = exports.LS_QBO_REFRESH_TOKEN = exports.LS_QBO_ACCESS_TOKEN = exports.LS_QBO_CONNECTED = exports.BS_MAPPING_ROWS = exports.PL_MAPPING_ROWS = exports.IMPORT_STEPS = exports.QBO_REPORT_OPTIONS = exports.QBO_PERMISSIONS = exports.MOCK_COMPANIES = exports.INTUIT_BLUE = exports.QBO_GREEN_BORDER = exports.QBO_GREEN_BG = exports.QBO_GREEN_LIGHT = exports.QBO_GREEN = void 0;
+// ── Brand colors ──
+exports.QBO_GREEN = "#2CA01C";
+exports.QBO_GREEN_LIGHT = "#3FBF2E";
+exports.QBO_GREEN_BG = "rgba(44,160,28,0.08)";
+exports.QBO_GREEN_BORDER = "rgba(44,160,28,0.25)";
+exports.INTUIT_BLUE = "#0077C5";
+// ── Mock companies (v1 — real API call blocked by OAuth code re-exchange issue) ──
+exports.MOCK_COMPANIES = [
+    { id: "realm-001", name: "Acme Consulting LLC", initials: "AC", color: "#6366F1" },
+    { id: "realm-002", name: "Summit Digital Services", initials: "SD", color: "#248384" },
+    { id: "realm-003", name: "Greenleaf Tax & Advisory", initials: "GT", color: "#0F6E56" },
+    { id: "realm-004", name: "Northstar Financial Group", initials: "NF", color: "#FB9A1D" },
+];
+// ── Permissions shown in the modal ──
+exports.QBO_PERMISSIONS = [
+    { label: "Profit & Loss Reports", description: "Read your income and expense summaries" },
+    { label: "Balance Sheet Reports", description: "Read your assets, liabilities, and equity" },
+    { label: "Chart of Accounts", description: "Read your account structure and naming" },
+    { label: "Company Information", description: "Read your business name and fiscal year" },
+];
+// ── Available report options ──
+exports.QBO_REPORT_OPTIONS = [
+    { id: "profit_loss", label: "Profit & Loss (Accrual)", documentType: "profit_loss", available: true },
+    { id: "balance_sheet", label: "Balance Sheet (Accrual)", documentType: "balance_sheet", available: true },
+    { id: "payroll_summary", label: "Payroll Summary", documentType: "payroll_records", available: false },
+    { id: "fixed_asset_detail", label: "Fixed Asset Detail", documentType: "fixed_asset_schedule", available: false },
+];
+// ── Import step definitions ──
+exports.IMPORT_STEPS = [
+    { key: "connecting", label: "Connecting to QuickBooks" },
+    { key: "fetching_reports", label: "Fetching report data" },
+    { key: "importing_pl", label: "Importing Profit & Loss" },
+    { key: "importing_bs", label: "Importing Balance Sheet" },
+];
+// ── Document mapping rows (mock for v1) ──
+exports.PL_MAPPING_ROWS = [
+    { qboField: "Total Income", taxAxisField: "Gross Revenue", status: "mapped" },
+    { qboField: "Cost of Goods Sold", taxAxisField: "Cost of Goods Sold", status: "mapped" },
+    { qboField: "Gross Profit", taxAxisField: "Gross Profit", status: "mapped" },
+    { qboField: "Total Operating Expenses", taxAxisField: "Total Operating Expenses", status: "mapped" },
+    { qboField: "Net Operating Income", taxAxisField: "Net Operating Income", status: "mapped" },
+    { qboField: "Advertising & Marketing", taxAxisField: "Advertising Expense", status: "mapped" },
+    { qboField: "Insurance", taxAxisField: "Insurance Expense", status: "mapped" },
+    { qboField: "Rent or Lease", taxAxisField: "Rent Expense", status: "mapped" },
+    { qboField: "Meals & Entertainment", taxAxisField: "Meals & Entertainment", status: "review" },
+    { qboField: "Depreciation", taxAxisField: "Depreciation Expense", status: "mapped" },
+    { qboField: "Office Supplies", taxAxisField: "Office Supplies", status: "mapped" },
+    { qboField: "Professional Fees", taxAxisField: "Professional Fees", status: "mapped" },
+];
+exports.BS_MAPPING_ROWS = [
+    { qboField: "Total Current Assets", taxAxisField: "Total Current Assets", status: "mapped" },
+    { qboField: "Total Fixed Assets", taxAxisField: "Total Fixed Assets", status: "mapped" },
+    { qboField: "Total Assets", taxAxisField: "Total Assets", status: "mapped" },
+    { qboField: "Total Current Liabilities", taxAxisField: "Current Liabilities", status: "mapped" },
+    { qboField: "Total Long-Term Liabilities", taxAxisField: "Long-Term Liabilities", status: "mapped" },
+    { qboField: "Total Liabilities", taxAxisField: "Total Liabilities", status: "mapped" },
+    { qboField: "Owner's Equity", taxAxisField: "Owner's Equity", status: "mapped" },
+    { qboField: "Retained Earnings", taxAxisField: "Retained Earnings", status: "mapped" },
+    { qboField: "Total Equity", taxAxisField: "Total Equity", status: "mapped" },
+];
+// ── localStorage keys ──
+exports.LS_QBO_CONNECTED = "quickbooks_connected";
+exports.LS_QBO_ACCESS_TOKEN = "quickbooks_access_token";
+exports.LS_QBO_REFRESH_TOKEN = "quickbooks_refresh_token";
+exports.LS_QBO_TOKEN_EXPIRY = "quickbooks_token_expiry";
+exports.LS_QBO_REALM_ID = "quickbooks_realm_id";
+exports.LS_QBO_COMPANY_NAME = "taxaxis_qbo_company_name";

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

@@ -0,0 +1,43 @@
+export interface QboCompany {
+    id: string;
+    name: string;
+    initials: string;
+    color: string;
+}
+export interface QboReportOption {
+    id: string;
+    label: string;
+    documentType: string;
+    available: boolean;
+}
+export interface QboMappingRow {
+    qboField: string;
+    taxAxisField: string;
+    status: "mapped" | "unmapped" | "review";
+}
+export type QboImportStep = "connecting" | "fetching_reports" | "importing_pl" | "importing_bs";
+export type QboModalStep = "closed" | "permissions" | "oauth_pending" | "client_selector" | "available_reports" | "mapping" | "importing" | "done";
+export interface QboFlowState {
+    modalStep: QboModalStep;
+    selectedCompany: QboCompany | null;
+    selectedReports: string[];
+    importStepIndex: number;
+    error: string | null;
+}
+export interface QboFlowProps {
+    qboConnected?: boolean;
+    qboCompanyName?: string | null;
+    qboAuthorizeUrl?: string;
+    qboGetClientsUrl?: string;
+    /** Selected tax year from the session profile — pre-fills the year dropdown */
+    profileYear?: number;
+    onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string, year?: number) => Promise<any>;
+    fetchUploadedDocuments?: () => Promise<any[]>;
+    sessionId?: string;
+    onQboConnected?: (companyName: string) => void;
+    onQboDisconnected?: () => void;
+    onQboImportComplete?: (importedReports: {
+        slot: string;
+        fileName: string;
+    }[]) => void;
+}

package/lib/tax-axis/components/documents/qbo/types.js

@@ -0,0 +1,3 @@
+"use strict";
+// QBO Connect Flow — shared types
+Object.defineProperty(exports, "__esModule", { value: true });

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

@@ -0,0 +1,19 @@
+import type { QboCompany, QboModalStep, QboFlowProps } from "./types";
+export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }: QboFlowProps): {
+    modalStep: QboModalStep;
+    selectedCompany: QboCompany | null;
+    selectedReports: string[];
+    selectedYear: number;
+    setSelectedYear: import("react").Dispatch<import("react").SetStateAction<number>>;
+    importStepIndex: number;
+    error: string | null;
+    companies: QboCompany[];
+    openPermissions: () => void;
+    openImport: () => void;
+    handlePermissionsContinue: () => void;
+    handleCompanySelected: (company: QboCompany) => void;
+    handleReportsConfirmed: (reportIds: string[]) => Promise<void>;
+    handleMappingConfirm: () => Promise<void>;
+    handleDisconnect: () => void;
+    closeModal: () => void;
+};

package/lib/tax-axis/components/documents/qbo/useQboFlow.js

@@ -0,0 +1,207 @@
+"use strict";
+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.useQboFlow = useQboFlow;
+const react_1 = require("react");
+const qboConstants_1 = require("./qboConstants");
+function buildCompany(companyName) {
+    const name = companyName || "My QuickBooks Company";
+    const initials = name
+        .split(/\s+/)
+        .slice(0, 2)
+        .map((w) => { var _a, _b; return (_b = (_a = w[0]) === null || _a === void 0 ? void 0 : _a.toUpperCase()) !== null && _b !== void 0 ? _b : ""; })
+        .join("");
+    return { id: "connected", name, initials, color: "#2CA01C" };
+}
+function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }) {
+    const [modalStep, setModalStep] = (0, react_1.useState)("closed");
+    const [selectedCompany, setSelectedCompany] = (0, react_1.useState)(qboConnected ? buildCompany(qboCompanyName) : null);
+    const [selectedReports, setSelectedReports] = (0, react_1.useState)([]);
+    const [selectedYear, setSelectedYear] = (0, react_1.useState)(profileYear !== null && profileYear !== void 0 ? profileYear : new Date().getFullYear());
+    const [importStepIndex, setImportStepIndex] = (0, react_1.useState)(0);
+    const [error, setError] = (0, react_1.useState)(null);
+    const pollTimerRef = (0, react_1.useRef)(null);
+    // Keep selectedYear in sync if profileYear prop changes
+    const prevProfileYear = (0, react_1.useRef)(profileYear);
+    if (profileYear !== prevProfileYear.current) {
+        prevProfileYear.current = profileYear;
+        if (profileYear)
+            setSelectedYear(profileYear);
+    }
+    // Sync company when qboCompanyName prop changes
+    (0, react_1.useEffect)(() => {
+        if (qboConnected)
+            setSelectedCompany(buildCompany(qboCompanyName));
+    }, [qboConnected, qboCompanyName]);
+    // Cleanup poll timer on unmount
+    (0, react_1.useEffect)(() => {
+        return () => {
+            if (pollTimerRef.current)
+                clearInterval(pollTimerRef.current);
+        };
+    }, []);
+    // ── Already connected: skip straight to report selection ──
+    const openImport = (0, react_1.useCallback)(() => {
+        setError(null);
+        setSelectedCompany(buildCompany(qboCompanyName));
+        setModalStep("available_reports");
+    }, [qboCompanyName]);
+    // ── Not yet connected: start OAuth flow ──
+    const openPermissions = (0, react_1.useCallback)(() => {
+        setError(null);
+        setModalStep("permissions");
+    }, []);
+    // ── After permissions: start OAuth popup ──
+    const handlePermissionsContinue = (0, react_1.useCallback)(() => {
+        const isDemoMode = typeof window !== "undefined" &&
+            (!qboAuthorizeUrl || window.location.hostname === "localhost");
+        if (isDemoMode) {
+            setSelectedCompany(buildCompany(qboCompanyName));
+            setModalStep("client_selector");
+            return;
+        }
+        setModalStep("oauth_pending");
+        const authorizeUrl = qboAuthorizeUrl;
+        const redirectUri = `${window.location.origin}/integrations-hub/callback`;
+        const authUrl = authorizeUrl.includes("?")
+            ? `${authorizeUrl}&redirectUri=${encodeURIComponent(redirectUri)}`
+            : `${authorizeUrl}?redirectUri=${encodeURIComponent(redirectUri)}`;
+        const popup = window.open(authUrl, "qbo_oauth", "width=600,height=700,scrollbars=yes");
+        // Poll for popup close — parent will re-fetch EPS and update qboConnected prop
+        let elapsed = 0;
+        pollTimerRef.current = setInterval(() => {
+            elapsed += 500;
+            if (popup && popup.closed) {
+                if (pollTimerRef.current)
+                    clearInterval(pollTimerRef.current);
+                // Parent prop update will trigger the useEffect above to set selectedCompany
+                setModalStep("client_selector");
+            }
+            if (elapsed >= 120000) {
+                if (pollTimerRef.current)
+                    clearInterval(pollTimerRef.current);
+                setError("QuickBooks authorization timed out. Please try again.");
+                setModalStep("closed");
+            }
+        }, 500);
+    }, [qboAuthorizeUrl, qboCompanyName]);
+    // ── Company selected ──
+    const handleCompanySelected = (0, react_1.useCallback)((company) => {
+        setSelectedCompany(company);
+        setModalStep("available_reports");
+    }, []);
+    // ── Reports confirmed → import ──
+    const handleReportsConfirmed = (0, react_1.useCallback)((reportIds) => __awaiter(this, void 0, void 0, function* () {
+        var _a;
+        setSelectedReports(reportIds);
+        if (!onImportQboReport || !sessionId || !selectedCompany) {
+            setError("Import configuration is incomplete.");
+            setModalStep("closed");
+            return;
+        }
+        setModalStep("importing");
+        setImportStepIndex(0);
+        try {
+            yield new Promise((r) => setTimeout(r, 600));
+            setImportStepIndex(1);
+            yield new Promise((r) => setTimeout(r, 400));
+            setImportStepIndex(2);
+            const realmId = selectedCompany.id;
+            const importPromises = reportIds.map((reportId) => {
+                const reportType = reportId === "profit_loss" ? "profit_loss" : "balance_sheet";
+                return onImportQboReport(sessionId, realmId, reportType, "Accrual", selectedYear);
+            });
+            const results = yield Promise.allSettled(importPromises);
+            setImportStepIndex(3);
+            const failures = results.filter((r) => r.status === "rejected");
+            if (failures.length === results.length) {
+                const msg = ((_a = failures[0].reason) === null || _a === void 0 ? void 0 : _a.message) || "Import failed";
+                setError(msg);
+                setModalStep("closed");
+                return;
+            }
+            yield new Promise((r) => setTimeout(r, 500));
+            setImportStepIndex(4);
+            if (failures.length > 0) {
+                const msg = failures
+                    .map((f) => { var _a; return ((_a = f.reason) === null || _a === void 0 ? void 0 : _a.message) || "Import failed"; })
+                    .join("; ");
+                setError(msg);
+            }
+            if (fetchUploadedDocuments) {
+                try {
+                    yield fetchUploadedDocuments();
+                }
+                catch ( /* non-fatal */_b) { /* non-fatal */ }
+            }
+            if (onQboConnected)
+                onQboConnected(selectedCompany.name);
+            if (onQboImportComplete) {
+                const mappedDocs = reportIds
+                    .map((reportId) => {
+                    const option = qboConstants_1.QBO_REPORT_OPTIONS.find((o) => o.id === reportId);
+                    return option ? { slot: option.documentType, fileName: option.label } : null;
+                })
+                    .filter((m) => m !== null);
+                onQboImportComplete(mappedDocs);
+            }
+            setModalStep("done");
+            setTimeout(() => { setModalStep("closed"); }, 1500);
+        }
+        catch (err) {
+            const msg = err instanceof Error ? err.message : "Import failed. Please try again.";
+            setError(msg);
+            setModalStep("closed");
+        }
+    }), [
+        onImportQboReport,
+        sessionId,
+        selectedCompany,
+        selectedYear,
+        fetchUploadedDocuments,
+        onQboConnected,
+        onQboImportComplete,
+    ]);
+    const handleMappingConfirm = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        yield handleReportsConfirmed(selectedReports);
+    }), [handleReportsConfirmed, selectedReports]);
+    const handleDisconnect = (0, react_1.useCallback)(() => {
+        setSelectedCompany(null);
+        setSelectedReports([]);
+        setImportStepIndex(0);
+        setModalStep("closed");
+        if (onQboDisconnected)
+            onQboDisconnected();
+    }, [onQboDisconnected]);
+    const closeModal = (0, react_1.useCallback)(() => {
+        setModalStep("closed");
+        setError(null);
+    }, []);
+    const companies = selectedCompany ? [selectedCompany] : [];
+    return {
+        modalStep,
+        selectedCompany,
+        selectedReports,
+        selectedYear,
+        setSelectedYear,
+        importStepIndex,
+        error,
+        companies,
+        openPermissions,
+        openImport,
+        handlePermissionsContinue,
+        handleCompanySelected,
+        handleReportsConfirmed,
+        handleMappingConfirm,
+        handleDisconnect,
+        closeModal,
+    };
+}