@paro.io/expert-shared-components 1.14.59 → 1.14.61

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

@@ -22,29 +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");
-const QboConnectBanner_1 = require("./qbo/QboConnectBanner");
-const QboPermissionsModal_1 = require("./qbo/QboPermissionsModal");
-const QboClientSelectorModal_1 = require("./qbo/QboClientSelectorModal");
-const QboAvailableReportsModal_1 = require("./qbo/QboAvailableReportsModal");
-const QboDocumentMappingModal_1 = require("./qbo/QboDocumentMappingModal");
-const QboImportingModal_1 = require("./qbo/QboImportingModal");
-const useQboFlow_1 = require("./qbo/useQboFlow");
+// 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",
@@ -54,7 +59,7 @@ const TIER_DEFS = [
         labelColor: "#C53030",
         badgeColor: "red",
         badgeText: "REQUIRED",
-        ids: [],
+        ids: ["pnl", "balance"],
     },
     {
         key: "recommended",
@@ -64,7 +69,7 @@ const TIER_DEFS = [
         labelColor: "#FB9A1D",
         badgeColor: "orange",
         badgeText: "RECOMMENDED",
-        ids: [],
+        ids: ["1120s", "payroll", "fixed-assets"],
     },
     {
         key: "conditional",
@@ -74,361 +79,79 @@ 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", qboConnected = false, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }) {
-    var _a, _b, _c, _d, _e, _f, _g, _h;
-    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)({});
-    // FIX A: handler for QBO import completion — updates doc card state and refreshes parsedData
-    const handleQboImportComplete = (0, react_1.useCallback)((mappedDocs) => {
-        setDocs((prev) => prev.map((d) => {
-            const match = mappedDocs.find((m) => m.slot === (d.documentType || d.id));
-            if (!match)
-                return d;
-            return Object.assign(Object.assign({}, d), { status: "valid", qboSource: true, fileName: match.fileName, parseError: null });
-        }));
-        // Refresh parsedData so the review modal has data immediately after import
-        if (fetchUploadedDocuments) {
-            fetchUploadedDocuments().then((uploaded) => {
-                const parsedByType = {};
-                for (const doc of uploaded) {
-                    if (doc.documentType && doc.parsedData) {
-                        parsedByType[doc.documentType] = doc.parsedData;
-                    }
-                }
-                if (Object.keys(parsedByType).length > 0) {
-                    setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), parsedByType)));
-                }
-            }).catch(() => { });
-        }
-        if (onQboImport)
-            onQboImport(mappedDocs);
-    }, [onQboImport, fetchUploadedDocuments]);
-    // QBO connect flow
-    const qboFlow = (0, useQboFlow_1.useQboFlow)({
-        qboConnected,
-        qboCompanyName,
-        qboAuthorizeUrl,
-        onImportQboReport,
-        fetchUploadedDocuments,
-        sessionId: jobId,
-        profileYear: (profile === null || profile === void 0 ? void 0 : profile.year) ? Number(profile.year) : undefined,
-        onQboConnected,
-        onQboDisconnected,
-        onQboImportComplete: handleQboImportComplete,
-    });
-    const showQboBanner = !!qboAuthorizeUrl || qboConnected;
-    // FIX B: gate document list behind QBO client confirmation or manual skip
-    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(!!(qboClientConfirmed || qboConnected || !showQboBanner));
-    // Sync when qboConnected prop updates (e.g. localStorage restore in parent)
-    (0, react_1.useEffect)(() => {
-        if (qboConnected)
-            setClientConfirmed(true);
-    }, [qboConnected]);
-    // 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" },
         react_1.default.createElement("div", { className: "text-center mb-5 pt-5" },
             react_1.default.createElement("h1", { className: "text-[28px] font-bold text-white font-tax-axis-head mb-1.5" }, "Source Documents"),
             react_1.default.createElement("p", { className: "text-sm text-tax-axis-text-2 font-tax-axis-body" }, "Upload documents to run the full analysis.")),
-        showQboBanner && (react_1.default.createElement(QboConnectBanner_1.QboConnectBanner, { connected: qboConnected, companyName: qboCompanyName, onConnect: qboConnected ? qboFlow.openImport : qboFlow.openPermissions, onDisconnect: qboFlow.handleDisconnect })),
-        showQboBanner && !clientConfirmed && (react_1.default.createElement("div", { className: "text-center mt-3 mb-4" },
-            react_1.default.createElement("button", { onClick: () => setClientConfirmed(true), className: "text-[12px] text-tax-axis-text-3 font-tax-axis-body bg-transparent border-none cursor-pointer", style: { textDecoration: "underline", textUnderlineOffset: "2px" } }, "Skip and upload manually"))),
-        clientConfirmed && (react_1.default.createElement(react_1.default.Fragment, null,
-            react_1.default.createElement("div", { className: "py-3.5 px-[18px] mb-4 text-xs leading-relaxed font-tax-axis-body", style: {
-                    background: "#171B44",
-                    borderLeft: "3px solid #248384",
-                    borderRadius: "0 8px 8px 0",
-                    color: "#E6E8F5",
-                } }, "The minimum to run an analysis is the current-year P&L and Balance Sheet. However, accuracy and strategy coverage improve significantly with additional documents \u2014 particularly the federal tax return, fixed asset schedule, and W-2 forms."),
-            react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-[10px] px-[18px] py-3.5 mb-4" },
-                react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-text-3 uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, "Analysis Coverage"),
-                react_1.default.createElement("div", { className: "flex flex-col gap-1 sm:flex-row sm:justify-between mb-1.5" },
-                    react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
-                        "Documents uploaded:",
-                        " ",
-                        react_1.default.createElement("strong", { className: "text-white" },
-                            validCount,
-                            " / ",
-                            docs.length)),
-                    react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
-                        "Strategies covered:",
-                        " ",
-                        react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" },
-                            strategiesCovered,
-                            " / 25"))),
-                react_1.default.createElement("div", { className: "h-1.5 bg-tax-axis-surface-2 rounded-sm overflow-hidden mb-1.5" },
-                    react_1.default.createElement("div", { className: "h-full rounded-sm transition-[width] duration-[400ms]", style: {
-                            width: `${coveragePct}%`,
-                            background: "linear-gradient(90deg, #248384, #A1E5E6)",
-                        } })),
-                react_1.default.createElement("div", { className: "flex flex-col gap-1 sm:flex-row sm:justify-between" },
-                    react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-mono" },
-                        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) }))),
-            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(QboPermissionsModal_1.QboPermissionsModal, { open: qboFlow.modalStep === "permissions", onCancel: qboFlow.closeModal, onContinue: qboFlow.handlePermissionsContinue }),
-        react_1.default.createElement(QboClientSelectorModal_1.QboClientSelectorModal, { open: qboFlow.modalStep === "client_selector", companies: qboFlow.companies, onCancel: qboFlow.closeModal, onSelect: qboFlow.handleCompanySelected }),
-        react_1.default.createElement(QboAvailableReportsModal_1.QboAvailableReportsModal, { open: qboFlow.modalStep === "available_reports", companyName: ((_f = qboFlow.selectedCompany) === null || _f === void 0 ? void 0 : _f.name) || "", selectedYear: qboFlow.selectedYear, onYearChange: qboFlow.setSelectedYear, onCancel: qboFlow.closeModal, onConfirm: qboFlow.handleReportsConfirmed }),
-        react_1.default.createElement(QboDocumentMappingModal_1.QboDocumentMappingModal, { open: qboFlow.modalStep === "mapping", companyName: ((_g = qboFlow.selectedCompany) === null || _g === void 0 ? void 0 : _g.name) || "", selectedReports: qboFlow.selectedReports, onCancel: qboFlow.closeModal, onConfirm: qboFlow.handleMappingConfirm }),
-        react_1.default.createElement(QboImportingModal_1.QboImportingModal, { open: qboFlow.modalStep === "importing", currentStepIndex: qboFlow.importStepIndex, companyName: ((_h = qboFlow.selectedCompany) === null || _h === void 0 ? void 0 : _h.name) || "" })));
+        react_1.default.createElement("div", { className: "py-3.5 px-[18px] mb-4 text-xs leading-relaxed font-tax-axis-body", style: {
+                background: "#171B44",
+                borderLeft: "3px solid #248384",
+                borderRadius: "0 8px 8px 0",
+                color: "#E6E8F5",
+            } }, "The minimum to run an analysis is the current-year P&L and Balance Sheet. However, accuracy and strategy coverage improve significantly with additional documents \u2014 particularly the federal tax return, fixed asset schedule, and W-2 forms."),
+        react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-[10px] px-[18px] py-3.5 mb-4" },
+            react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-text-3 uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, "Analysis Coverage"),
+            react_1.default.createElement("div", { className: "flex justify-between mb-1.5" },
+                react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
+                    "Documents uploaded:",
+                    " ",
+                    react_1.default.createElement("strong", { className: "text-white" },
+                        validCount,
+                        " / ",
+                        docs.length)),
+                react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
+                    "Strategies covered:",
+                    " ",
+                    react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" },
+                        strategiesCovered,
+                        " / 25"))),
+            react_1.default.createElement("div", { className: "h-1.5 bg-tax-axis-surface-2 rounded-sm overflow-hidden mb-1.5" },
+                react_1.default.createElement("div", { className: "h-full rounded-sm transition-[width] duration-[400ms]", style: {
+                        width: `${coveragePct}%`,
+                        background: "linear-gradient(90deg, #248384, #A1E5E6)",
+                    } })),
+            react_1.default.createElement("div", { className: "flex justify-between" },
+                react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-mono" },
+                    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")))),
+        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: 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/extractionReview/TaxAxisExtractionReview.js

@@ -89,22 +89,6 @@ function TaxAxisExtractionReview({ onStatusChange, onConfirmAndUnlock, onBack, }
     return (react_1.default.createElement("div", null,
         react_1.default.createElement("style", null, `@keyframes spin{to{transform:rotate(360deg)}}`),
         react_1.default.createElement(PurposeBlock_1.PurposeBlock, { totalFields: totalFields, totalDocs: data_1.EXTRACTED_DATA.length }),
-        onConfirmAndUnlock && (react_1.default.createElement("div", { style: {
-                marginBottom: 16,
-                background: "linear-gradient(135deg, rgba(36,131,132,0.12), rgba(36,131,132,0.06))",
-                border: "1px solid rgba(36,131,132,0.3)",
-                borderRadius: 12,
-                padding: "18px 20px",
-            } },
-            react_1.default.createElement("div", { className: "flex items-center gap-4" },
-                react_1.default.createElement("div", { className: "flex-1" },
-                    react_1.default.createElement("div", { className: "text-[15px] font-bold text-white font-tax-axis-head mb-1" }, "Ready to view your report?"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-relaxed font-tax-axis-body" }, totalFlags - totalEdits > 0
-                        ? (totalFlags - totalEdits) + " value" + (totalFlags - totalEdits > 1 ? "s" : "") + " still flagged. You can confirm now or correct values first."
-                        : "All extracted values look good. Confirm to unlock the Intelligence Report.")),
-                react_1.default.createElement("div", { className: "flex gap-2.5" },
-                    onBack && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back to Dashboard")),
-                    react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onConfirmAndUnlock }, totalFlags - totalEdits > 0 ? "Confirm & Unlock Report" : "Confirm & View Report"))))),
         react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 10, marginBottom: 12 } },
             react_1.default.createElement("div", { style: {
                     width: 8,
@@ -182,5 +166,21 @@ function TaxAxisExtractionReview({ onStatusChange, onConfirmAndUnlock, onBack, }
                     borderRadius: 4,
                     border: "1px solid #2E3160",
                 } }, d.code))))))),
-        react_1.default.createElement(RerunFooter_1.RerunFooter, { totalEdits: totalEdits, rerunning: rerunning, onRerun: handleRerun })));
+        react_1.default.createElement(RerunFooter_1.RerunFooter, { totalEdits: totalEdits, rerunning: rerunning, onRerun: handleRerun }),
+        onConfirmAndUnlock && (react_1.default.createElement("div", { style: {
+                marginTop: 16,
+                background: "linear-gradient(135deg, rgba(36,131,132,0.12), rgba(36,131,132,0.06))",
+                border: "1px solid rgba(36,131,132,0.3)",
+                borderRadius: 12,
+                padding: "18px 20px",
+            } },
+            react_1.default.createElement("div", { className: "flex items-center gap-4" },
+                react_1.default.createElement("div", { className: "flex-1" },
+                    react_1.default.createElement("div", { className: "text-[15px] font-bold text-white font-tax-axis-head mb-1" }, "Ready to view your report?"),
+                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-relaxed font-tax-axis-body" }, totalFlags - totalEdits > 0
+                        ? (totalFlags - totalEdits) + " value" + (totalFlags - totalEdits > 1 ? "s" : "") + " still flagged. You can confirm now or correct values first."
+                        : "All extracted values look good. Confirm to unlock the Intelligence Report.")),
+                react_1.default.createElement("div", { className: "flex gap-2.5" },
+                    onBack && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back to Dashboard")),
+                    react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onConfirmAndUnlock }, totalFlags - totalEdits > 0 ? "Confirm & Unlock Report" : "Confirm & View Report")))))));
 }