@paro.io/expert-shared-components 1.14.60 → 1.14.62

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -273,7 +273,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             setGenerating(true);
             try {
                 const input = buildProspectInput(nextProfile);
-                const result = yield taxAxisApi.generateProspectReport(input);
+                const result = yield taxAxisApi.generateProspectReport(Object.assign(Object.assign({}, input), { freelancerId: sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId }));
                 if (result) {
                     setBackendResults(result);
                 }
@@ -284,7 +284,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             setGenerating(false);
         }
         setStep('PROSPECT_REPORT');
-    }), [taxAxisApi]);
+    }), [taxAxisApi, sessionDefaults === null || sessionDefaults === void 0 ? void 0 : sessionDefaults.freelancerId]);
     const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
         setProfile(nextProfile);
         setIsProspectFlow(false);

package/lib/index.d.ts

@@ -29,3 +29,4 @@ export { TaxAxisPreparerWorkpaper } from './tax-axis';
 export { TaxAxisExtractionReview } from './tax-axis';
 export { TaxAxisProspectReport } from './tax-axis';
 export { TaxAxisPresentationMode } from './tax-axis';
+export { TaxAxisShell } from './components/TaxAxis';

package/lib/index.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.TaxAxisCard = exports.TaxAxisButton = exports.TaxAxisBadge = exports.SectionHeader = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
+exports.TaxAxisShell = exports.TaxAxisPresentationMode = exports.TaxAxisProspectReport = exports.TaxAxisExtractionReview = exports.TaxAxisPreparerWorkpaper = exports.TaxAxisClientReport = exports.TaxAxisDashboard = exports.TaxAxisProcessing = exports.TaxAxisDocuments = exports.TaxAxisIntake = exports.TaxAxisCard = exports.TaxAxisButton = exports.TaxAxisBadge = exports.SectionHeader = exports.ProjectIntelligence = exports.Escalations = exports.fileDownloader = exports.DiscussionSection = exports.fileUploader = exports.InvoiceCard = exports.ActiveProjectCard = exports.sharedUtils = exports.ServiceLinesTemplate = exports.HeaderNavBar = exports.DocumentCenter = exports.ProfileCompletedPercentage = exports.ExpertProfileHeader = exports.OrganizationChart = exports.FirmEmployeeSection = exports.ClientReferenceSection = exports.Reviews = exports.ReviewsTab = void 0;
 var ReviewsTab_1 = require("./components/ReviewsTab");
 Object.defineProperty(exports, "ReviewsTab", { enumerable: true, get: function () { return ReviewsTab_1.ReviewsTab; } });
 var Reviews_1 = require("./components/Reviews");
@@ -63,3 +63,5 @@ var tax_axis_12 = require("./tax-axis");
 Object.defineProperty(exports, "TaxAxisProspectReport", { enumerable: true, get: function () { return tax_axis_12.TaxAxisProspectReport; } });
 var tax_axis_13 = require("./tax-axis");
 Object.defineProperty(exports, "TaxAxisPresentationMode", { enumerable: true, get: function () { return tax_axis_13.TaxAxisPresentationMode; } });
+var TaxAxis_1 = require("./components/TaxAxis");
+Object.defineProperty(exports, "TaxAxisShell", { enumerable: true, get: function () { return TaxAxis_1.TaxAxisShell; } });

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

@@ -1,9 +1,12 @@
 import React from "react";
-import type { ClientProfile } from "../../lib/types";
+import type { ClientProfile, Strategy, ComputedMap } from "../../lib/types";
 import type { TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisClientReportProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onBack: () => void;
     onNavigatePreparer?: () => void;
+    liveStrategies?: Strategy[];
+    liveComputedMap?: ComputedMap;
+    engineRawOutput?: any;
 }
 export declare function TaxAxisClientReport({ profile, onBack, onNavigatePreparer }: TaxAxisClientReportProps): React.JSX.Element;

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts

@@ -8,5 +8,7 @@ export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     onSend: () => void;
     onReset: () => void;
     onReviewData?: () => void;
+    llmResult?: any;
+    parsedDocuments?: any[];
 }
 export declare function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;

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

@@ -4,5 +4,20 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onContinue: () => void;
     onBack: () => void;
+    entityType?: string;
+    onUploadDocument?: (doc: {
+        id: string;
+    }, file: File) => Promise<any>;
+    onDeleteDocument?: (documentId: string) => Promise<void>;
+    fetchUploadedDocuments?: () => Promise<any[]>;
+    jobId?: string;
+    onSaveReviewedField?: (documentId: string, reviewedData: Record<string, unknown>) => Promise<void>;
+    qboConnected?: boolean;
+    qboCompanyName?: string | null;
+    qboAuthorizeUrl?: string;
+    qboClientConfirmed?: boolean;
+    onImportQboReport?: (...args: any[]) => Promise<any>;
+    onQboConnected?: (companyName: string) => void;
+    onQboDisconnected?: () => void;
 }
 export declare function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

package/lib/tax-axis/components/intake/TaxAxisIntake.js

@@ -34,6 +34,38 @@ const RefineAnalysisSection_1 = require("./RefineAnalysisSection");
 const CpaIntakeQuestionsSection_1 = require("./CpaIntakeQuestionsSection");
 const StrategyRadar_1 = require("./StrategyRadar");
 const IntakeCtaCards_1 = require("./IntakeCtaCards");
+const DEMO_PROFILE = {
+    bizName: "Meridian Consulting Group, Inc.",
+    cpaName: "Sarah Chen, EA",
+    entity: "S-Corporation",
+    industry: "Professional Services",
+    period: "Full Year",
+    revenue: "2850000",
+    ownerComp: "185000",
+    employees: "14",
+    year: "2025",
+    states: ["IL"],
+    filingStatus: "MFJ",
+    age: "45",
+    sstb: "No",
+    ownsRealEstate: "Yes — Commercial",
+    itemizesDeductions: "Yes",
+    singleOwner: "Yes",
+    netIncome: "142000",
+    equipmentPurchased: "75000",
+    capitalGains: "50000",
+    federalRate: "24%",
+    stateRate: "4.95",
+    taxDataYears: "1 year",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "22500",
+    hdhpEnrolled: "Yes",
+    hsaContributions: "0",
+    wotcHires: "Yes — Form 8850 submitted",
+    familyEmployed: "Yes",
+};
 /** Returns a list of human-readable labels for missing required fields. */
 function getMissingFields(p) {
     const missing = [];
@@ -43,12 +75,9 @@ function getMissingFields(p) {
         missing.push("State");
     if (!p.revenue || (0, compute_1.parseNum)(p.revenue) <= 0)
         missing.push("Revenue");
-    const fedPct = parseFloat((p.federalRate || "0").replace("%", ""));
-    if (!fedPct || fedPct <= 0)
+    const fedStr = String(p.federalRate || "0").replace("%", "");
+    if (!parseFloat(fedStr) || parseFloat(fedStr) <= 0)
         missing.push("Federal Rate");
-    const statePct = parseFloat((p.stateRate || "0").replace("%", ""));
-    if (!statePct || statePct <= 0)
-        missing.push("State Rate");
     return missing;
 }
 function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, initialProfile, }) {
@@ -59,6 +88,37 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
     });
     const profile = methods.watch();
     const missingFields = (0, react_1.useMemo)(() => getMissingFields(profile), [profile]);
+    const [showDemo, setShowDemo] = (0, react_1.useState)(false);
+    const konamiRef = (0, react_1.useRef)({ keys: '', timer: null });
+    (0, react_1.useEffect)(() => {
+        const handler = (e) => {
+            var _a;
+            const tag = (_a = e.target) === null || _a === void 0 ? void 0 : _a.tagName;
+            if (tag === 'INPUT' || tag === 'TEXTAREA' || tag === 'SELECT')
+                return;
+            const k = konamiRef.current;
+            k.keys += e.key.toLowerCase();
+            clearTimeout(k.timer);
+            k.timer = setTimeout(() => { k.keys = ''; }, 3000);
+            if (k.keys.includes('demo')) {
+                setShowDemo(true);
+                k.keys = '';
+            }
+        };
+        window.addEventListener('keydown', handler);
+        return () => window.removeEventListener('keydown', handler);
+    }, []);
+    const handleDemoToggle = () => {
+        const current = methods.getValues();
+        const isDemoFilled = current.bizName === DEMO_PROFILE.bizName;
+        if (isDemoFilled) {
+            methods.reset(Object.assign({}, intakeSchema_1.intakeDefaultValues));
+        }
+        else {
+            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), DEMO_PROFILE));
+        }
+        setTimeout(() => methods.trigger(), 0);
+    };
     const handleProspect = () => {
         methods.handleSubmit((valid) => onProspect(valid), () => { })();
     };
@@ -67,7 +127,8 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
     };
     return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
         react_1.default.createElement("div", { className: "grid grid-cols-[1fr_1fr] gap-5" },
-            react_1.default.createElement("div", { className: "flex flex-col gap-4" },
+            react_1.default.createElement("div", { className: "relative flex flex-col gap-4" },
+                showDemo && (react_1.default.createElement("button", { type: "button", onClick: handleDemoToggle, className: "absolute right-0 -top-1 text-[10px] text-tax-axis-text-4 opacity-40 hover:opacity-80 transition-opacity cursor-pointer bg-transparent border-none font-tax-axis-mono", style: { zIndex: 20 } }, "Demo")),
                 react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
                 react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
                 react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts

@@ -1,9 +1,14 @@
 import React from "react";
-import type { ClientProfile } from "../../lib/types";
+import type { ClientProfile, Strategy, ComputedMap } from "../../lib/types";
 import type { TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisPreparerWorkpaperProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onBack: () => void;
     onToggleToClient?: () => void;
+    liveStrategies?: Strategy[];
+    liveComputedMap?: ComputedMap;
+    cpaWorkflow?: any;
+    riskDisclosures?: any;
+    businessProfile?: any;
 }
 export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;

package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts

@@ -3,5 +3,6 @@ import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
     onComplete: () => void;
     profile?: ClientProfile;
+    reportReady?: boolean;
 }
 export declare function TaxAxisProcessing({ onComplete, profile, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.60",
+  "version": "1.14.62",
   "description": "",
   "main": "lib/index.js",
   "scripts": {